Change Log

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

[Unreleased]

[1.5.2] - 07.08.2026

🚀 Added

• Invoices: The invoice list can now also be sorted by customer name — click the column header to sort and click again to reverse the direction.

🔧 Fixed

• SEPA Files: A credit note that could not be netted (e.g. no open invoice of the same customer selected, or the credit note exceeds the invoice amounts) was still linked to the generated SEPA file and could no longer be selected for later files even though it was never applied. Only documents that actually end up in a direct debit are now linked to the file — everything else stays open. The file total and the monthly usage no longer include such skipped documents.
• SEPA Confirmation Dialog: The preview now lists documents that will not be part of the file, each with the reason (credit note exceeds the open invoices, no open invoice of the same customer, no open amount) and a note that they stay open.
• SEPA Files: A selection that yields no collectable amount at all (e.g. only a credit note) now shows a clear error naming the cause instead of producing an empty file.

[1.5.1] - 04.08.2026

🚀 Added

• Invoice List: Invoices that were already packed into a SEPA file now show a tooltip with the creation date and time of that file (invoice list and dashboard), so you can tell which file an invoice ended up in.
• Invoice Grouping: New option "Rechnungen zusammenziehen" per bank account (Settings → SEPA-Einstellungen). Enabled by default, all invoices of a customer with the same IBAN and mandate reference are still collected as a single direct debit. Disabled, every invoice is debited on its own so each one appears as a separate line on the statement and can be reconciled 1:1. Credit notes cannot be debited on their own, so they are still deducted from the customer's invoices — oldest first — and an invoice fully covered by a credit note drops out of the file.

🔧 Fixed

• SEPA Files: The transaction count shown for a generated file was the number of selected invoices instead of the number of direct debits actually written to the XML — grouped files reported too many transactions.
• SEPA Confirmation Dialog: The preview is now built from the same grouping as the generated file. Previously it grouped by customer instead of by mandate reference and IBAN, and it ignored a configured Verwendungszweck template, so the listed payments could differ from the downloaded XML.
• 2FA Login: Fixed an error where 2FA could bring up a "Page Expired" error when hitting Enter while inserting the last character in the OTP box.
• Expired Sessions: An expired session now redirects to the login page with a message instead of showing the "Page Expired" error page.

[1.5.0] - 24.07.2026

🚀 Added

• Two-Factor Authentication (2FA): Secure your account with a time-based code from an authenticator app (e.g. Google Authenticator, 1Password). Includes QR code setup, recovery codes for device loss and a 2FA challenge on login. Manage it under Settings → 2F-Auth.
• OAuth Device Flow: SEPApro can now be connected to external applications (e.g. the SEPApro CLI) via OAuth 2.0 device authorization — log in on the web, enter the device code and grant scoped access without sharing your password.
• OAuth Access Management: New section Settings → OAuth lists all authorized applications with granted scopes, authorization and expiry dates — revoke access with a single click (revokes the refresh token as well).

🔒 Security

• Email Verification Enforcement: Accounts must verify their email address before accessing protected pages and the new API — the verified gate is now enforced consistently across web and API.

[1.4.16] - 21.07.2026

🚀 Added

• SEPA B2B: The direct debit scheme (Lastschriftverfahren) can now be chosen per bank account — CORE or B2B. Previously the SEPA XML always used CORE (<LclInstrm><Cd>CORE</Cd>); the selected scope is now written into the generated file.

[1.4.15] - 03.07.2026

🚀 Added

• Deployment: Added zero downtime deployment

🔧 Fixed

• SEPA XML: The requested collection date (<ReqdColltnDt>) is now set from the configured collection days (Fälligkeitsdatum).

[1.4.14] - 01.07.2026

🚀 Added

• Invoices: The invoice list can now be sorted by invoice number, date and due date — click a column header to sort and click again to reverse the direction. A chevron indicates the active column and sort direction.

[1.4.13] - 01.07.2026

🚀 Added

• Onboarding Wizard: Welcome and completion steps now show your account (avatar, company name, email). The completion step additionally summarizes your connected data sources and the configured bank account (IBAN, BIC, Gläubiger-ID).

✨ Improved

• Onboarding Wizard: Complete wizard overhaul with a consistent card-based layout.
• Trial display: Made the trial display a bit more subtle.

[1.4.12] - 26.06.2026

🔧 Fixed

• Papierkram: Now reads the outstanding amount (outstanding_amount) from the API, so partially paid invoices are debited for the outstanding amount only via SEPA (previously the full gross amount)
• API Connection Bug: Fixed a Bug where a connector can be stuck on is_syncing when the API credentials expire or become invalid

[1.4.11] - 08.06.2026

🚀 Added

• Invoices Added Support for partially paid invoices

[1.4.10] - 22.05.2026

🔧 Fixed

• sevdesk: Fixed chunked Sync for long running syncs
• UI: Adjusted styling for connections and connectors

[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