Core Solution Release 1.15.0

Release Summary Report

Release Version: 1.15.0
Previous Version: 1.14.0
Release Date: January 16, 2026

Executive Summary

Release 1.15.0 delivers a broad set of improvements across the platform, focusing on usability, reporting, customization, performance, and stability.
This release introduces new UI capabilities, expanded reporting and export options, improved translations and localization, enhanced AI features, and multiple backend optimizations.
In addition, a large number of fixes improve reliability across core business flows.

What’s New ###

🧑‍💼 Client Management 

• Client action history on client card A complete, chronological history of all client-related actions is now available directly on the client card, improving transparency and context for managers.
•  Extended client entity model New fields were added to the client entity to support richer data modeling, better segmentation, and future analytics capabilities.
• Next / Previous client navigation Seamless navigation between client cards without returning to the client list, significantly accelerating day-to-day CRM workflows. *
•  Future action date column Displays the nearest planned action for each client, helping managers prioritize follow-ups and workload. 
• Last action date column Shows the most recent completed action per client, enabling quick assessment of engagement activity.
• Removed description field limits Client description fields now support extended text for detailed notes, call summaries, and internal documentation.

🎯 Actions & Requests 

• Open Actions in a new tab Actions can be opened in a separate browser tab, enabling parallel work with multiple clients or tasks.
•  Actions UX enhancements Improved usability, clarity, and interaction patterns across the Actions section for smoother daily operations.
• Comments after Action: Multiple actions creation  in a single flow, reducing repetitive manual actions.

 🔍 Filters & Configuration 

• Transaction filters by desk and manager Added advanced filtering options in Transactions to improve segmentation, control, and reporting accuracy.
• Improved “Action Date / Session Date” filtering Refined date filtering logic to eliminate incorrect results and edge-case inconsistencies.
• Configurable column order CRM configurations now allow dynamic reordering of table columns, giving teams more control over data presentation.

🧭 UX / UI Improvements

• Universal modal closing behavior All CRM modals can now be closed regardless of nesting depth or opening context, improving UX consistency and predictability.
• Bucket name visibility fix Bucket titles are now always visible inside buckets, resolving previous usability issues.

Key Highlights

🆕 New Features & Capabilities

User Interface & Usability

• Drag & drop support for managing verification statuses

• New table columns and filters (e.g. Is Active, Is Completed)

• Improved navigation and interaction flows in Actions and Reports

• Popovers and drawers added for better contextual information

• Calendar events now open detailed views on click

Reporting & Data Management

• Export functionality added to reports

• Invoices module implemented, including invoice list and details

• Description field added to invoices (UI & backend)

• Improved data formatting (currency display, dates, accordions behavior)

• Duplicate handling enhanced with date-based filtering

Customization & Branding

• Project-level customization support (logos & favicon)

• Improved configuration for symbols and labels

AI & Automation

• AI Voice Agent improvements for better accuracy and stability

• Embeddings synchronization mode introduced (Manager / Client architecture)

• Chat Helper storage migrated from file system to MongoDB for scalability

🐞 Bug Fixes & Stability Improvements

Core Platform Fixes

• Resolved notification delivery issues

• Fixed permission checks for downloading reports

• Corrected transaction handling and error processing logic

• Improved handling of empty or edge-case data in charts and reports

UI & Data Consistency

• Fixed incorrect labels, ordering, and formatting issues

• Corrected filtering, sorting, and resolution column behavior

• Addressed multiple layout and design inconsistencies