Change Log

All notable changes to this project will be documented in this file. Updates should follow the Keep a CHANGELOG principles.

[Unreleased]

[1.4.9] - 30.04.2026

🚀 Added

• UX SEPApro is now installable

[1.4.8] - 24.04.2026

🚀 Added

• UI Massive UI Update for Website and WebApp

🔧 Fixed

• SEPA XML Viewer: Fixed an error where an empty BIC was marked as invalid

[1.4.7] - 20.04.2026

🔧 Improved

• Lexware Sync: Optimized Lexware sync mechanism to handle big syncs by splitting it in chunks

[1.4.6] - 10.04.2026

🔧 Fixed

• ConnectorSyncScheduler: Only dispatch sync jobs for users that have pro access

[1.4.5] - 09.04.2026

🚀 Added

• Papierkram Sync Service: Added automatic scheduled sync for Papierkram (same as SevDesk and Lexware)
• User Guide: Documented Skonto, credit notes (Gutschriften), bank account holder (Kontoinhaber) in the user guide
• SEPA Compliance Check: Now checks and saves the SEPA Compliance results on the model instead of always checking after filtering. Results in much faster filtering and better results
• SEPA Compliance in Customer: Also show SEPA Incompliant reasons in the customer show view
• Sync on Login: Your connectors now gets synced when you login. They are being dispatched into a priority queue and sync will begin shortly after login

🔧 Fixed

• SEPA XML Tests: Updated reference XML files and edge case tests to match new debtor name logic (getDebitorName())

[1.4.4] - 31.03.2026

🚀 Added

• Bank Account Holder: Added Bank Account Holder into customer syncing from sevdesk (Custom Field), lexware (Note Field) and Papierkram (Custom Field)
• Remittance Template Editor: Use fields from your customer and invoice to build you Direct Debit Reference text
• Bank Account Holder: Use custom fields to set the Bank Account Holder if different from company name

🔧 Fixed

• SEPA Files: Bank Account Holder / Debitor now use Bank Account Holder, Company Name and Customer Name in descending order as debitor name

[1.4.3] - 28.03.2026

🔧 Fixed

• Customer List: Fixed an issue, where a click on a customer in customer-list resulted in a 404 error

[1.4.2] - 26.03.2026

🚀 Added

• Skonto: Enabled Skonto for all Customers
• Batch Booking: Enable Batch Booking toggle for all customers (When enabled, the direct debit transactions appear as one transaction on the receivers bank account)

[1.4.1] - 23.03.2026

🚀 Added

• Invoice Pagination: Selectable Page Size for Invoice List to make selections easier
• Credit Note Updates: Optimized credit note database format and added more secure credit note payment processing
• Customer Editing: Added route to edit customers, removing the modal.
• Invoice List: Link to customer now redirects directly to customer edit screen instead if customer list with applied search filter

[1.4.0] - 16.03.2026

🚀 Added

• Credit Notes in SEPA Workflow: Credit notes (GU) can now be selected together with invoices (RE) for SEPA XML generation. For each customer, RE and GU are combined into a single net amount, negative direct debits are excluded, and credit notes are clearly highlighted in the UI.
• Skonto Handling: Skonto is now only applied to invoices (RE) and is transparently shown in the SEPA modal. Credit notes are subtracted from the discounted invoice amounts.
• SEPA XML Viewer: Free online tool to upload, validate and analyze SEPA XML files. Supports all PAIN formats (Direct Debit & Credit Transfer) with detailed transaction view, IBAN/BIC validation, XSD schema checks and control sum verification.
• SEPA Wiki: Knowledge base with detailed articles about SEPA topics, formats and best practices. Registered in the sitemap for SEO visibility.

✨ Improved

• Chat Widget: Improved the user chat widget with more instructions for better responses.

[1.3.9] - 26.02.2026

🔧 Fixed

• SEPA Settings: Fixed an error, where SEPA Settings could'nt' be saved

[1.3.8] - 17.02.2026

🚀 Added

• ClosedSupportTicket Response: Added an optional email notification that informs users their ticket was closed.
• ChatWidget: Added Livewire ChatWidget powered by SepaProAgent with tools ReadUserGuide, ReadGeneralSepaInformation, and CreateSupportTicket.

[1.3.7] - 11.02.2026

🚀 Added

• Skonto: Added a Skonto setting for customers to be rolled out softly to each user.

✨ Improved

• SEPA XML Modal Improvements: Improved UI/UX and added edge case event handling for close/dismiss events
• SEPA Files: Updated the SEPA Files UI to match the rest of the app, also added a detail view for old SEPA files
• Unused Classes: Removed unused classes, refactored SEPA Files class
• Dashboard: New Dashboard Widgets and quick download link for sepa files

🔧 Fixed

• Support Ticket: Fixed an error where Support Ticket replies used the wrong timezones
• IBAN Validation: Fixed an error where a lowercase IBAN was considered valid but isn't actually
• XML List below Invoices: Removed old XML Files list under Invoices and connected old delete method to also delete XML File model as well

🔙 Rollback

• Updated Single Debit Functionality: Build back the latest Single Debit Functionality. Right now the toggle switch only sets a different boolean for <BatchBookg>

[1.3.6] - 10.02.2026

🚀 Added

• Single Debit Functionality: Users can now generate SEPA XML files with single debit transactions rather than aggregated batch debits. The feature is currently available to a small subset of users. This option can be toggled inside the xml generation modal.
• SEPA Bank Accounts: Users can now add more than one SEPA Setting and Bank Account with custom label to collect direct debits on multiple bank accounts

[1.3.5] - 30.01.2026

🚀 Added

• Lexware Note Placeholders: SEPA data (mandate reference, mandate date, IBAN, BIC) can be stored in the Lexware contact note field. Format: SEPAproMandateRef:value SEPAproMandateDate:DD.MM.YYYY SEPAproIBAN:… SEPAproBIC:…. Values containing spaces can be wrapped in quotes (e.g. SEPAproMandateRef:"Ref 123"). Workaround since the Lexware API does not provide bank data or mandate fields.
• SEPA Reference Template: Added SEPA Reference Template to modify and add reference text
• Company Phone: Added possibility to change/update company phone number

🔧 Changed

• Mandate Reference on Sync: Mandate reference is no longer overwritten on customer sync when already set. Exception: values from Lexware note (SEPAproMandateRef) or Sevdesk custom field are still applied.

[1.3.4] - 30.12.2025

🚀 Added

• SevDesk Payment Methods: Are being synced now instead of a static mapping to support custom PaymentMethods from sevdesk

[1.3.3] - 29.12.2025

🚀 Added

• Papierkram: We now support Papierkram \o/
• SEPA XML Files: You can see your old generated SEPA XML files now
• BIC Validation: Validate BIC in wizard, SEPA settings and customer modal

🔧 Fixed

• Customer Link: A bug where links from invoice to customer didn't work

[1.3.2] - 15.12.2025

🚀 Added

• Support Tickets: Added In App Support Tickets for our customers

[1.3.1] - 02.12.2025

🚀 Added

• Invoice List: Updated the Invoice List to new UI Elements and added live search and filtering.
• Platform: More robust API sync mechanism

[1.3.0] - 21.11.2025

🚀 Added

• Customer List: Updated the Customer List to new UI Elements and added live search and filtering.

[1.2.0] - 19.10.2025

🧹 Refactoring

• Service Name: We changed our name to SEPApro for various reasons, see Blog Article for more information.
• Code Refactoring: We used the time to also refactor big parts of the code and url structure

[1.1.13] - 06.10.2025

🔧 Fixed

• End-To-End ID: Truncate End-to-End ID after 35 character

[1.1.12] - 05.10.2025

🔧 Fixed

• Login / Register Buttons: Buttons had wrong color on light mode and weren't visible

[1.1.11] - 06.09.2025

🚀 Added

• SEPA XML Error Modal: Professional error handling with user-friendly modals for SEPA XML generation errors
• Retry Functionality: "Erneut versuchen" button for easy retry after errors
• Error Details: Expandable technical details section for debugging

✨ Improved

• Error Messages: More specific and user-friendly error messages
• User Experience: Replaced alert boxes with professional modal dialogs

[1.1.10] - 02.09.2025

🚀 Added

• Session Management: Added session cleanup for non-existent invoice IDs in both InvoiceController and SepaDirectDebitController

🔧 Fixed

• SEPA XML Generation: Fixed BIC validation errors by removing spaces from BIC and IBAN fields for both customer (debtor) and creditor data before XML generation

[1.1.9] - 01.09.2025

🚀 Added

• SEPA PAIN Version: We added SEPA PAIN 008.001.02 Legacy Version to support more Banks

[1.1.8] - 08.08.2025

🚀 Added

• Creditor Scheme Id: Added a validator for the creditor scheme id to prevent faulty insertions.

[1.1.7] - 02.08.2025

🚀 Added

• Batch Booking: Disabled BatchBooking by default to ensure individual transactions appear in your bank account for easier invoice assignment. Note: Some banks may ignore this setting.

[1.1.6] - 30.07.2025

🚀 Added

• sevdesk Customer API Import: SEPApro now supports subcontacts of companies which have the same customer_number

🔧 Fixed

• IBAN Parser: Fixed an issue where the UI was not responding when generating XML Files with malformed IBANs
• IBAN Parser: Use the same IBAN Validator for Customer Quick Edit and Edit Screens

[1.1.5] - 16.07.2025

🔧 Changed

• PAIN Parser: Updated PAIN Parser for .08

[1.1.4] - 13.07.2025

🚀 Added

• CSV Import: Check for sevdesk recurring invoices template csv and throw an error if such file is uploaded
• SEPA PAIN Export: New proofread summary view for generated PAIN export files

[1.1.3] - 11.07.2025

🔧 Updated

• Wizard: Updated the wizard design

[1.1.2] - 10.07.2025

🚀 Added

• SEPA Integration: Moved SEPA direct debit functionality from separate page into invoices view
• Invoice Controller: Added comprehensive SEPA XML generation and management features
• IBAN Helper: New helper class for IBAN validation and formatting
• Customer Table Row: New Livewire component for enhanced customer table interactions
• sevdesk API Notification: To warn people of changing data in SEPApro which might get overridden on sync.
• sevdesk CustomFieldIds: Sync mandate_ref and mandate_date fields to later push changed data back to sevdesk

🔧 Changed

• Navigation: Removed separate SEPA direct debit page and integrated functionality into invoices
• Customer Management: Enhanced customer editing with improved form components
• Customer List: Enhanced customer list to provide more information which field is synchronized

🗑️ Removed

• SEPA Direct Debit Page: Removed standalone SEPA direct debit view in favor of integrated approach
• Legacy SevDesk Services: Removed old SevDeskService and SevDeskSyncService in favor of improved architecture

[1.1.1] - 09.07.2025

🚀 Added

• Added quick edit fields for customers on the tableview
• Optimized sevdesk sync behaviour

🔧 Fixed

• sevdesk sync wont delete mandate_reference and mandate_date if set in SEPApro
• Fixed a bug on the scheduled sync that removed all address data from all contacts
• Fixed a bug when importing via sevdesk API without having SEPA mandate contactfields

[1.1.0] - 08.07.2025

🚀 Added

• Delete all paid invoices as we dont need them in SEPApro

🔧 Fixed

• Fixed invoice matching when first importing via CSV and then via API

[1.0.6] - 06.07.2025

🚀 Added

• Filter Invoices by Payment Method
• Onboarding Wizard naming optimizations

[1.0.5] - 05.07.2025

🚀 Added

• Admin panel
• Show Payment Method in Invoices Table

🔧 Fixed

• Use Customer Number as Mandate Reference on CSV Import
• CSV imported contacts get updated when later synced via API

🔧 Changed

• Moved CSV Import from its own menu to Data Sources Submenu

[1.0.4] - 02.07.2025

🔧 Fixed

• Fixed complete and incomplete filter for customers
• Fixed SEPA File export to take SEPA Settings Collection Date into account

[1.0.3] - 01.07.2025

🚀 Added

• Adding the additional Name for companies into the XML Export as Bank Account Holder

🔧 Fixed

• EndToEnd Reference is built from Customer ID and Invoice ID now.

🗑️ Removed

• Customer BIC requirement for creating a SEPA File for an invoice

[1.0.2] - 30.06.2025

🔧 Fixed

• Fixed the Naming of Free subscription on some pages
• Fixed the new Subscription Banner next to the application logo
• Fixed sevdesk automatic sync service to calculate next sync date
• Fixed timezone issues

🗑️ Removed

• Removed Basic Subscription and moved everything to pro, reducing the overall pricing of SEPApro

[1.0.1] - 19.06.2025

🔧 Fixed

• Lexware Integration: Fixed invoice import when customer ID is missing by implementing intelligent customer matching
• Lexware Integration: Enhanced customer creation from company contacts to use contactPersons data
• Tax Calculation: Added automatic VAT calculation with 19% standard rate for invoices missing tax breakdown
• SEPA Settings: Simplified onboarding wizard by hiding technical SEPA settings and using standard values (2 days, EUR, Legacy format)
• Dashboard: Fixed GridStack drag & resize functionality to only work in edit mode
• UI Consistency: Standardized onboarding wizard step layouts with consistent button positioning
• sevdesk: Transmission error, SEPApro mixed up firstname and lastname

✨ Improved

• Customer Matching: Implemented multiple name matching strategies (company_name, "name surname", "surname name")
• Error Handling: Enhanced logging for invoice processing and customer creation failures
• Onboarding UX: Streamlined SEPA settings step to focus only on bank account configuration

[1.0.0] - 11.06.2025

🚀 Added

• Initial release
• sevdesk customer and invoices import
• lexoffice customer and invoices import
• CSV Import with automatic format finder and field matching when no format recognized
• SEPA Availability Check for customers
• SEPA Availability check for invoices
• SEPA PAIN XML Export in various formats like SEPA PAIN 008.001.02, SEPA PAIN 008.001.08, SEPA PAIN 008.002.02 and SEPA PAIN 008.003.02
• Onboarding wizard setting up the most important settings
• Manage and modify external connections after the wizard