TeamPulse for SuiteCRM

Roadmap & Changelog

TeamPulse evolves rapidly. This page tracks our feature history and future vision.

Changelog

v0.9.9 — Multi-Schedule + Delivery Log (2026-04-26)

Released

• FEAT: teampulse_schedules table — up to 10 named, independently configurable email report schedules (name, frequency, day/DOM, hour, recipients, enabled flag)

• FEAT: teampulse_schedule_log table — persistent log of every send attempt (schedule name, status, recipient count, error message, timestamp)

• FEAT: handleScheduler rewritten — actions: list, save, delete, get_log, clear_log, test; admin-role enforced; max-10 guard; auto-migrates legacy email_* config to first schedule on first list call

• FEAT: tpGetDueSchedules — replaces tpShouldSendEmail; evaluates all enabled schedules against current cron run time; legacy-config fallback if table missing

• FEAT: Cron — each due schedule fires independently with its own recipients, logs result to teampulse_schedule_log

• FEAT: EmailReportService::sendForSchedule — schedule-level recipients, subject prefixed with schedule name, no global enabled flag required

• FEAT: Schedule tab UI — card list per schedule, Add/Edit inline form, delete, per-schedule test send

• FEAT: Delivery Log panel — paginated table (50/page), Download CSV, Clear Log; auto-refreshes after test send

• Both tables auto-created in ensureTables — zero-downtime upgrade for existing installs

• React rebuilt with v0.9.9 version string

v0.9.80 — RBAC: Role-Scoped Data & UI (2026-04-25)

Released

• FEAT: Three-tier role system — Admin / Manager / Rep — enforced server-side and in React UI

• FEAT: TeamPulseApi::detectRole — detects role from $current_user->is_admin + SQL check for direct reports (manager = has at least one user with reports_to_id = current_user.id)

• FEAT: TeamPulseApi::resolveMembers — all data ops scoped: admin → full team list, manager → direct reports only (getDirectReports), rep → empty (no team-wide data)

• FEAT: UserDataProvider::getDirectReports(managerId) — returns active non-admin users whose reports_to_id matches manager; mirrors getActiveUsers pattern with email enrichment

• FEAT: saveSettings — admin-only keys enforced server-side; rep access throws Access denied; manager can save general/schedule/support settings only

• FEAT: /ping response now returns tp_role — React reads this on mount and scopes the entire UI accordingly

• FEAT: Sidebar NAV groups filtered by roles array — reps see only "My Work" (self-view, actions); managers see all except admin-only items

• FEAT: Settings tabs filtered by minRole — rep sees none; manager sees General/Schedule/Support; admin sees all tabs

• FEAT: Router role guard — rep redirected to self-view, manager redirected to dashboard if accessing out-of-scope view

• React rebuilt with v0.9.80 version string

v0.9.75 — Nav Registration Fix (2026-04-25)

Released

• FIX: en_us.lang.ext.php — TeamPulse label was missing from compiled application language; nav bar couldn't render the tab even though module was in $moduleList

• FIX: Language extension source now uses if (isset($sugar_version) && strpos($sugar_version, '8.') !== 0) guard — safe for future SuiteCRM 8.x (which uses Module Federation, not $app_list_strings)

• config_override.php — $sugar_config['moduleList'][] = 'TeamPulse' moved outside CONFIGURATOR block (CONFIGURATOR strips everything between its markers on save)

v0.9.74 — Export Dedup + Nav Absolute Path Fix (2026-04-25)

Released

• FIX: ExportView.jsx — removed duplicate ScheduleModal; replaced "Schedule Report" button with info note pointing to Settings → Schedule tab. Single source of truth for schedule configuration.

• FIX: TeamPulseInstaller::enableNavigation + disableNavigation — switched from CWD-relative paths to absolute paths via getSuiteCRMRoot; fixes nav extension files landing in wrong directory when Module Loader CWD ≠ SuiteCRM root

• React rebuilt with v0.9.74 version string

v0.9.73 — Pre-Submission Bug Fixes (2026-04-23)

Released

• CRITICAL FIX: LicenseService::validateViaStore — removed early-return on single plan rejection; now tries all 3 plan public keys before concluding key is invalid. Fixes "unlicensed" shown after every page reload for onetime/yearly plans

• CRITICAL FIX: UserDataProvider::getActiveUsers — check users_teams table exists before INNER JOIN; prevents FATAL SQL flood (Table 'users_teams' doesn't exist) on SuiteCRM CE installs without the teams module

• FIX: License check error handler changed to fail-closed (demo mode stays locked until license confirmed); was fail-open which briefly allowed live mode on first load if API was momentarily unreachable

• FIX: Support email — use absolute path for SugarPHPMailer + mail fallback; fixes "Failed opening required include/SugarPHPMailer" on LiteSpeed/Hostinger

• FIX: Schedule tab picklist height set to 45px; options were partially cut off on some OS themes

• React rebuilt with v0.9.73 version string

v0.9.72 — Module Loader Install Fix (2026-04-23)

Released

• CRITICAL FIX: Replaced PowerShell Compress-Archive with .NET ZipFile API in build-plans.ps1; Compress-Archive writes backslash path separators in ZIP entries which PHP ZipArchive::extractTo on Linux treats as literal filename characters (not directory separators) — causing 17% install failure on Hostinger/LiteSpeed with PHP 8.3

• FIX: Removed pre_install entry from manifest (was referencing a missing file, caused Module Loader to abort silently on some hosts)

• FIX: Navigation registration moved from manifest copy entries to enableNavigation in post_install — avoids copy failures for Include/ and Menus/ dirs that don't exist pre-install

• ZIP entries now use forward slashes — verified compatible with PHP ZipArchive::extractTo on Linux

v0.9.71 — License & Scheduler (2026-04-22)

Released

• License: Store API validation (GET, validated key), cURL primary + file_get_contents fallback

• License: saveLicense clears dev_license flag on activation; clear action in handleLicense

• License UI: auto-reload after activate/clear; "Clear Key & Cache" button

• Scheduler: save/test/status actions; email report cron integration

• Settings: 5-star review block, support links, schedule tab

• Debug log: runAudit fixed MAX(created_at) query; crmVersion checks suitecrm_version first

v0.8.8 - Root-Cause API Fix (2026-04-13)

Released

• CRITICAL: Switched API transport from entryPoint=TeamPulseAPI to module=TeamPulse&action=api — no entry point registration required; works immediately after install

• view.api.php: _displayHeader + _displayFooter overrides suppress HTML chrome from SugarView pipeline; ob_end_clean ensures clean JSON response

• Entry point registration: Installer now uses append-if-missing strategy (not glob-rebuild); writes to both relative and absolute paths; creates cache/teampulse_install.txt diagnostic

• Demo mode: Loads 3 inline mock reps (Alice, Bob, Carol) with scores, activities, and signals — no longer shows empty state

• DebugLogService: Log path derived from __FILE__ instead of CWD-dependent realpath('.') — fixes log location on Windows WAMP

• Debug toggle: Now shows error message in log area if API call fails (was silently swallowed)

v0.8.3–v0.8.7 - Infrastructure Hardening (2026-04-12)

Released

• Stable Vite asset filenames (no content hashes), ?v= cache-busting query string

• opcache_reset after Module Loader install; no-cache HTTP headers on DetailView

• Iterative entry point registration fixes (CWD-relative, absolute paths, glob rebuild)

• Note: v0.8.4–v0.8.7 were failed attempts at the same entry point issue — resolved in v0.8.8

v0.8.2 - Journal AI Assist (2026-04-12)

Released

• Import from Signals modal → batch-create pre-filled journal entries

• AI Draft button (BYOK) — coaching note from LLM

• Template button — structured coaching brief from InsightEngine (no AI key needed)

v0.8.1 - Actions & Communication (2026-04-12)

Released

• Signal action bar — Alert / Kudos / Note to reps (admin/manager only)

• Actions history view with acknowledge flow for reps

• teampulse_actions table, ActionService.php

v0.8.0 - Dashboard Dashlets (2026-04-12)

Released

• Configurable dashlet grid (8 mini-cards), DashletConfigPanel

• PageInsight accordion on CoachingSignals, Recommendations, Journal

• ActionsRequired panel in AISummary

v0.7.x - Phase 5 Hardening (2026-03–04)

• v0.7.6: Fix uninstall, debug log routing, Store API license

• v0.7.5: License framework — offline HMAC-SHA256, 30-day trial

• v0.7.4: Onboarding wizard, SuiteCRM 8.x compat, Gemini BYOK, InsightEngine

• v0.7.3: PHP hardening (SugarQuery, PDO prepared statements)

• v0.7.0–v0.7.2: Navigation, debug API, support tab, UI polish

Changelog (v1.x — Internal Reference)

These entries document the product's development history before the SuiteCRM port began.

v1.4.0 — Strategic Mastery

• Manager's Coaching Journal, 8-week Activity Trend Chart, Sidebar navigation redesign.

v1.3.0 — Admin & Export

• Scoring Rules Editor, CRM Configuration UI, Executive Report PDF view, Action Inbox redesign.

v1.2.0 — Intelligence & Forecasting

• AI Summary View, Behavioral Risk Forecast, Recommendations Engine.

v1.1.0 — Operational Behavioral Suite

• Momentum Tracker, Coaching Signals, Deal Hygiene Monitor, Correlation Analysis, Leaderboard.

v1.0.0 — Core Foundation (MVP)

• Discipline Scoring (0–100), Team Dashboard, Member Drill view, React + Vite infrastructure.

Roadmap

v0.9.10 — Support & Debug Enhancements (planned)

• Support email: attach structured technical details (SuiteCRM version, PHP, logs) as inline section

• Support email: sender receives direct reply copy (Reply-To header so replies land in their inbox)

• Debug log: capture PHP-level ERROR/WARNING entries in TeamPulse debug log (not just server error_log)