Change Log

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

[Unreleased]

[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: sevdesk2SEPA 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 sevdesk2SEPA 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 sevdesk2SEPA
• 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 sevdesk2SEPA

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 sevdesk2SEPA

[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, sevdesk2SPEA 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