The Solo Software Group Works

Changelog

2.0.0

• Works is now a suite of apps, and the CRM is its first app. The
  brand tile in the header opens an app grid; with one app installed
  the grid has one tile, and every page opens where it always did.
• Role names: CRM User, CRM Manager and CRM Admin are now Works User,
  Works Manager and Works Admin. Servicer is unchanged. What each
  role may do does not change.
• Each person’s access to an app is set on the Team tab; everyone who
  had access to the CRM keeps it.
• Under the hood the CRM’s code moved into its own namespace, and
  stored references to it are rewritten once on update. No table
  changes; your data is untouched.

1.1.11

• Payment notices from Stripe are checked field by field before a
  payment or refund is recorded.
• Refunds made in the Stripe dashboard are recorded on every Stripe
  API version.
• The Back link on an activity entry only returns to a page of this
  plugin.
• The plugin no longer ships an unused translation template; your
  language comes from WordPress.org’s language packs.
• Housekeeping for the WordPress.org review: the security checks are
  written in the form its scanner reads, and the edition guard asks
  WordPress which plugins are active. Nothing changes in use.

1.1.10

• The setup wizard’s environment checks and the dashboard checklist
  say when the server’s PHP is missing the October 2026 security
  fixes, with the release to ask your host for. Advisory only; the
  plugin keeps running.
• The Pro page points at the download page for the Pro zip.

1.1.9

• The setup wizard no longer places your stored Stripe secret key and
  webhook secret in the page; it shows the masked form the Settings
  tabs use. Otherwise keeps this edition’s version in step with Pro.

1.1.8

• Keeps this edition’s version in step with Pro; nothing in the free
  edition changes.

1.1.7

• After each update, the dashboard shows what’s new, once for each
  person, until they dismiss it.

1.1.6

• Groundwork so a later switch to the Pro edition keeps every record
  in place; the Pro page now lists AI app connections.

1.1.5

• A message sent “now” goes out on the next page load on every
  site; on sites ahead of UTC it could wait for the next scheduled
  run.

1.1.4

• “Last saved” in a record’s header counts from your site’s time
  zone, rather than reading hours off right after a save.

1.1.3

• Going Back to the Calendar from a visit or a log now shows what
  you changed there, instead of the calendar as you left it.
• Unfinished drafts are kept for the full time set in Settings,
  rather than a few hours less depending on your time zone.

1.1.2

• Calendar items are raised cards with a soft shadow, and an empty
  day lies flat beside them.
• An item booked over another one for the same person shows a grey
  “Overlaps” tag instead of a red outline.

1.1.1

• A Week view on the Calendar: the seven days side by side on a
  computer, with multi-day projects as bars across the top; on a
  phone, the week as a row of days with the picked day’s list below.
• The Calendar sits in a panel like the other screens, its dates are
  in the same type as the rest of the app, and an empty day looks
  like a busy one: the same heading, then a “Nothing scheduled” row.
• The “+” on a day is the gold add button, always at the end of the
  day’s heading.
• Rounded buttons and links keep their shape when tapped on a phone,
  and the month no longer leaves the last-tapped day highlighted.
• Clients are named the same way everywhere on the calendar, as the
  client list names them.
• Calendar items are plain cards with a coloured dot for their kind,
  and an empty day’s card matches them.

1.1.0

• A calendar. The dashboard opens on today’s schedule, and the new
  Calendar page shows your tasks, projects and meetings by agenda,
  day or month. Tap an item to see it and open its record.
• A personal calendar feed in My Profile adds your schedule to
  Google, Outlook or Apple Calendar. It is off until you turn it on,
  shows titles only unless you include client names and addresses,
  and stops working when you regenerate or turn it off. You can also
  download it once as an .ics file.
• Meetings remember who sent them, and a meeting with no time is an
  all-day event in calendar files. Accepted meetings now stay as
  history instead of being moved to the trash once their day passes.
• Fixed: a task with only a title disappeared from its job.
• Fixed: restoring a trashed record brings back its scheduled
  reminders.
• Fixed: a project that starts on its start date is started, and
  noted in its activity, once instead of twice.
• Fixed: a name with an ampersand, such as “Pat & Lee”, showed a
  stray “amp;” after the “&” on the calendar, lists and messages,
  and in the email sender name, and a site title like “Smith & Sons”
  reached the setup wizard’s company name the same way. Names now
  show as typed.
• Pale grey hints, captions, labels and counts, and amber warnings,
  are now dark enough to read comfortably (WCAG AA). Gold badge
  text, the outlines of checkboxes, and the edges of text boxes,
  search boxes and dropdowns (on the pages your clients open too)
  are a shade darker for the same reason; other borders, icons and
  placeholders keep their lighter look.
• Invoice, quote and job pages open faster with a large client list.
• The setup wizard, Settings and the invoice page no longer mention
  recurring invoices, which this plugin does not include.
• Fixed: the email you get when a client declines a meeting showed
  the reason’s formatting as code. It now shows the reason, and a
  test email shows a decline reason and notes as the real email
  does.
• Fixed: searching jobs, proposals and invoices by a team member’s
  name now finds names with &, < or > in them, such as
  “B&B Hauling”.
• Fixed: copying a client’s address onto a job showed “Done”
  instead of saying so.
• Fixed: on a phone, the file viewer’s title and description ran
  past the edge of the screen and hid the edit pencil.
• Links you send clients (invoices, quotes, receipts, files, opt-in
  and unsubscribe pages) now open directly instead of passing
  through a redirect first; links already sent keep working.
• Private files are kept out of the WordPress media library and
  its REST endpoint.
• If an update cannot finish, Settings > System and the setup
  checklist say so, and it is retried a few minutes later.

1.0.12

• The plugin opens straight onto its setup wizard, inside WordPress’s
  own toolbar and admin menu. The terms screen that stood in front of
  it is gone; the Terms and Privacy Policy stay linked under
  Settings > System.
• Fixed: the setup wizard showed without its styles, and offered to
  turn on pretty permalinks when they were already on.
• Skip setup keeps your site title as the company name and names you
  as the owner, so a first quote can go out straight away.
• The Report a Bug button is gone; ask in the support forum instead.
• The sign-in page at /tssg no longer links to The Solo Software
  Group, and the dashboard no longer shows its logo.
• Settings, preset fields, and list filters for recurring invoices,
  services, and service plans no longer appear, since this plugin
  does not include those features.

1.0.11

• Translations come from WordPress.org language packs, which
  WordPress loads by itself; the plugin no longer loads its own
  translation files.
• Admin requests check their security token with WordPress’s own
  nonce check wherever a value is read. Nothing changes in use.

1.0.10

• Presets fill a new record’s terms, tax rate, follow-up, and
  reminder even where the site defaults were already filled in, and
  undo puts those defaults back.
• Saving a record as a preset no longer captures the site’s default
  terms or a zero tax rate, so applying it later keeps the record’s
  own.
• The apply-preset list shows every preset instead of the first 20.

1.0.9

• Fixed: a sent quote or proposal could stop accepting a signature
  after its edit page was merely opened or a line’s price field was
  tapped, because those saves marked it revised. Saves that change
  nothing no longer revise it.
• A proposal edited after sending now tells the client it is being
  updated, instead of showing the document with nowhere to sign,
  and the change is recorded in its activity.
• Send now refuses a proposal whose expiry date has passed, with a
  note to choose a new one first.
• Fixed: accepting a quote with a deposit due immediately, without
  Stripe connected, showed a bare page; it now links to the deposit
  invoice.

1.0.8

• Fixed: on a brand-new install, one database link between
  proposals and jobs was skipped. Updating adds it.

1.0.7

• Every link and form that creates or changes a record now carries
  its own security token: the Add New menu, the pickers’ Add New
  links, and the background requests on the client-facing pages.
  A page left open for more than a day asks for a reload instead
  of failing quietly.
• When the Pro edition is activated over this plugin, this plugin
  deactivates itself and leaves a notice; it never touches the
  other one. Every record is kept.
• Scheduled maintenance (reminders, the message queue, the
  external cron endpoint) works within the host’s own time limit
  instead of asking for more.
• Exports, reports and attachments are written straight to the
  download; the email previews load their styling from a
  stylesheet.
• Fixed: filtering survey responses by status, score, source or
  question failed with an error; the import clean-up task had
  been matching nothing since the rename; a soft-deleted client’s
  verification link still worked; the licence text of one bundled
  component now ships with a .txt extension.

1.0.6

• The bundled libraries now ship under this plugin’s own namespace,
  so another plugin or theme carrying a different version of the
  same library can no longer change which copy this plugin runs.
  Nothing about how the plugin works changed.

1.0.5

• Renamed to The Solo Software Group Works; the paid edition is
  The Solo Software Group Works Pro. Menus, the setup wizard, the
  sign-in page, and the Plugins screen use the new name. The CRM
  is the first module of Works; nothing about how it works
  changed

1.0.4

• Changes from the WordPress.org plugin review: every request value
  is sanitized where it is read and every printed value is escaped
  where it is printed, every public form carries a nonce, and the
  client-facing pages load their styles and scripts through
  WordPress
• Reminders, follow-ups, proposal expiry, overdue sequences and late
  fees are part of the free edition
• The free edition carries no locked pages or padlocks; one Pro page
  describes what The Solo Software Group Works Pro adds
• The crop tool for the profile photo and the company logo runs on
  Cropper.js 2.2.0; the bundled Blade and OpenSpout libraries are
  updated
• Requires WordPress 6.4 or newer
• Every request input is unslashed before it is sanitized

1.0.3

• The plugin header no longer repeats the author’s site as the
  Author URI, which the WordPress.org upload check refuses

1.0.2

• The return from Stripe Checkout no longer trips host firewalls
  that block a parameter named session_id

1.0.1

• Card payments are recorded the moment the client returns from
  Stripe, with or without a webhook

1.0.0

• First release on WordPress.org
• Presets and custom proposals are included
• The Solo Software Group Works Pro replaces this plugin on activation and keeps every
  record; one Pro page in the menu describes what it adds
• Typefaces are bundled with the plugin instead of loaded from a
  font service
• Settings > System has a Data section with an opt-in delete on
  uninstall

0.1.13

• The About panel’s Check for updates button no longer changes
  size while it works, and the maker link sits on its own row,
  pointing at the plain-language page about the plugin

0.1.12

• Settings > System has an About panel showing the version you are
  running, a link to The Solo Software Group, and an Update button
  when a newer version is available
• Check for updates from that panel instead of waiting for the next
  scheduled check

0.1.11

• The dashboard shows only the modules your role can open
• An unverified email address no longer hides a client’s email
  notifiers or drops them from a bulk send; both warn instead
• Converting a proposal to an invoice no longer copies the
  proposal’s personal note through its preset
• The toolbar’s WordPress menu handle is drawn from the standard
  WordPress icon font rather than a bundled copy of the logo

0.1.10

• Meetings can be cancelled
• The update runner clears compiled templates again
• Scheduled jobs start on their start date again
• The setup check reports the real PHP floor, 8.3

0.1.9

• Schema version bumped so new tables install on update, not only
  on a fresh activation

0.1.8

• Proposal type conversion between quote and contract
• Notification templates no longer send with nothing to report

0.1.7

• Tested against WordPress 7.1

0.1.6

• Plugin icon on the updates screen and in the version details
  modal

0.1.5

• Requires PHP 8.3, matching the dependency tree the plugin has
  always shipped

0.1.3

• Security pass: merge tag escaping, sandboxed log previews,
  export tokens gated at mint, import ownership checks, and one
  source for visitor IP
• Branded sign-in at /tssg, carrying the site’s own identity
• Header navigation, account menu, and list pills reworked
• WordPress account details stay off client-facing documents and
  invites
• Invoices: a corrected refundable ceiling and a past due filter

0.1.2

• Append-only consent ledger
• Third-party service disclosure