Changelog - Freelance Studio

Version 8.6.0 6 changes ▼

New: Email Delivery Settings — Built-in integration with Brevo and Postmark transactional email APIs. Ensures invoices, proposals, contracts, booking confirmations, and all other emails reliably reach clients' inboxes instead of landing in spam.
New: Setup Wizard — Step-by-step wizard in Settings → Email Delivery walks users through choosing a provider, creating an account, entering their API key, verifying the connection, and sending a test email. Supports three paths: Brevo (free 300 emails/day), Postmark (fastest delivery), or "I already use an SMTP plugin."
New: Email Delivery Service (class-fs-email-delivery.php) — Hooks into WordPress's pre_wp_mail filter to route all emails through the configured provider's API. Includes full header parsing (From, Reply-To, CC, Content-Type), automatic fallback to default wp_mail() if the API call fails, and error logging.
New: API Key Verification — Verify Connection button tests the API key against the provider's account endpoint before saving, preventing misconfiguration.
New: Test Email — Send a branded test email from both the setup wizard and the configured status view to confirm end-to-end delivery.
Improved: Email Templates settings tip now links to the new Email Delivery settings instead of generically suggesting an SMTP plugin.

Version 8.4.0 3 changes ▼

New Features

Finances Hub: New unified "Finances" menu in the WordPress sidebar, consolidating all financial features into one location with sidebar navigation (same pattern as Bookings and Settings).
Backward Compatibility: Old bookmarked URLs (?page=fs-invoices, ?page=fs-expenses, ?page=fs-recurring-invoices, ?page=fs-reporting) automatically redirect to the correct Finances sub-page with all query parameters preserved.
WordPress admin sidebar reduced from 14 items to 11 for a cleaner navigation experience.

Version 8.3.3 1 change ▼

Added: Expense CSV Import — the Settings > Import tool now supports importing expenses in addition to invoices. A type selector at the top lets you choose between "Invoices" and "Expenses" before uploading. Expense import auto-maps columns for Date, Amount, Merchant, Category, Description/Purpose, Notes, and Sales Tax. Expense names are built from Merchant + Purpose (e.g., "Adobe Creative Cloud — Software"). Preview shows expense count, total amount, and a full preview table before committing. Batched processing with progress bar, same as invoice import.

Version 8.3.2 1 change ▼

Added: Pagination on the Invoices list page. Defaults to 25 per page with options for 10, 25, 50, or 100. Shows "Showing X–Y of Z invoices" info, page number links with ellipsis for large page counts, and prev/next navigation. Filters (status, client) are preserved across pages. Per-page preference is carried in the URL.

Version 8.3.0 3 changes ▼

Added: CSV Import Tool in Settings > Import. Upload a CSV file containing historical invoice data (from Wave, FreshBooks, QuickBooks, or any other tool) and import clients, projects, and invoices into Freelance Studio. Features include:
Added: Client Merge — reassign all projects, invoices, proposals, contracts, expenses, tasks, bookings, and contacts from one client to another, then delete the source client. Available via "Merge Into..." in the client card/row action menus. Includes a preview step showing exactly how many records will be reassigned before confirming.
Added: Client Archive — archive and restore clients from the card/row action menus. Archived clients move to the existing "Archived" tab and are excluded from active views and dropdowns.

Version 8.1 1 change ▼

Changed: Weekly digest email header now uses the teal-to-lime gradient (--fs-teal-lime) with dark text (--fs-gray-800) instead of teal-to-purple with white text. Applied to both the real email and the settings preview/test email.

Version 7.10.0 6 changes ▼

New: Preset Service Templates are now available on Proposal and Contract forms (previously only on Projects). Select "Load Preset Service" to populate services from your saved templates.
Fixed: Proposal and Contract email templates no longer show escaped backslash in apostrophes (e.g., don\'t → don't). Also fixed the template save method to prevent future occurrences by properly unslashing POST data.
Fixed: Proposal Viewed notification email now correctly shows the client name (uses get_display_name instead of deprecated name field), the correct proposal total (total_amount field), and the timestamp in the site's local timezone instead of UTC. Same fixes applied to Contract Viewed and Invoice Viewed notifications.
Fixed: Send email modal now truncates long client contact names so the email address is always visible, making it easier to identify the correct recipient.
Fixed: Proposal revision requests from the client public view now work correctly. The form was missing an AJAX submission handler and had incorrect nonce/field names, so submissions would silently fail. Now properly sends the revision request, stores the notes, updates status to "Revision Requested," sends notification email to freelancer, and displays the revision notes on the admin Proposal view.
Improved: addPresetService JS function now handles both .fs-service-name-input (project form) and .fs-service-name (proposal/contract form) class names when filling in preset service data.

Version 7.9.0 6 changes ▼

New: Capped Hours for Hourly Projects — When a service is set to "Hourly > From tracked time," you can now enable "Cap my hours" to set a time budget. This shows a retainer-style progress widget on the project view with Hours Budgeted / Used / Remaining and a visual progress bar.
New: Configurable overage rate — When hours exceed the cap, overage time can be billed at a different rate (e.g., 1.5x). Defaults to the service's standard hourly rate if not set.
New: Cap reached notifications — When tracked hours cross the cap threshold, the system emails the freelancer automatically. Optionally notify the client too (per-project toggle).
New: Invoice auto-split — When generating an invoice from tracked time on a capped project, line items automatically split into standard hours (at regular rate) and overage hours (at overage rate) with clear labeling.
Updated: Retainer widget partial refactored to support both retainer and capped hourly modes as a unified "time budget widget."
Fixed: AJAX service sanitizer now properly saves retainer and hour cap fields when updating services inline.

Version 7.8.0 4 changes ▼

New: Email sending for invoices, proposals, and contracts now sends a single email with the primary recipient in "To" and additional contacts in "CC", instead of separate emails to each contact. All recipients see the same email thread.
New: Send modal redesigned with To/CC selection — users can choose which contact receives the email directly (To radio button) and which contacts get a copy (CC checkboxes). Primary client contact defaults to "To" with additional contacts defaulting to CC.
New: Email personalization (e.g., {client_name}) now uses the selected "To" recipient's name, ensuring the greeting matches the primary recipient even when CC'd contacts have different names.
New: Added resolve_contact_info() helper to email service for consistent contact name/email resolution across all document types.

Version 7.7.0 4 changes ▼

New: Each time entry now shows both actual logged time and rounded billable time when time rounding is enabled. A subtle "→ 00:20:00" indicator appears below the actual duration (e.g., 00:17:03 → 00:20:00 for 5-minute rounding), making it clear how rounding affects each entry. Only displays when rounding actually changes the value and the entry is billable.
New: Summary bar on time tracking page now shows total rounded billable hours alongside the raw billable time (e.g., "Billable: 33:37:41 / 35.52 hrs rounded (5-min)"), making it transparent where the uninvoiced dollar amount comes from.
New: Project view timer tab also shows rounded hours in the billable stat and per-entry rounded durations.
New: Summary SQL now returns rounded_billable_hours and rounded_uninvoiced_hours for display in summary bars.

Version 7.5.0 6 changes ▼

Added: Recurring Tasks tab on Tasks list page — view, edit, and delete recurring task templates from a central location
Added: Mobile card view for Recurring Invoices list — matching the Invoices mobile design with name, client, frequency, amount, and next invoice date
Added: Mobile card view for Invoices list — two-column layout with client name, invoice number, status badge, amount, and due date
Added: Overdue invoice auto-detection — invoices with status sent/viewed/partial that are past due automatically update to "overdue" status when viewing the invoices page
Improved: Past-due invoice dates display in danger red on mobile, checking actual due date rather than just status field
Improved: Invoice mobile dates use compact MM/DD/YY format

Version 7.4.0 – 7.4.3 7 changes ▼

Added: Mobile card view for Projects list — cards with client logo, project name, status badge, and invoiced amount (matching Clients card design)
Added: Mobile card view for Proposals list
Added: Mobile card view for Contracts list
Added: Active/Archived tabs for Clients list page (replaced All/Active/Inactive dropdown)
Improved: matchMedia used for mobile detection in tab dropdown JS (works with browser DevTools responsive mode)
Fixed: Card dropdown menus no longer clipped by cards below (z-index management)
Fixed: .fs-mobile-only breakpoint corrected from 600px to 782px

Version 7.2.0 2 changes ▼

Improved: "Report a Bug" button collapses to just the bug icon on mobile screens, tucked against the left edge to save space
Fixed: "Report a Bug" button repositioned to bottom-left to avoid overlapping with the floating timer indicator

Version 7.1.0 8 changes ▼

Security: Removed TCPDF library (v6.7.5) which had multiple disclosed CVEs (LFI, ReDoS, XSS, hash comparison bypass)
Changed: Replaced TCPDF with new built-in FS_PDF library for all PDF generation (invoices, proposals, contracts, income reports)
Changed: PDF output is now clean PDF 1.4 with no /OpenAction, /JS, or /AcroForm directives — prevents Gmail virus scanner false positives
Changed: Signature images in contract PDFs now rendered via temp file conversion instead of inline base64
Changed: UTF-8 text (smart quotes, emoji, special characters) properly converted to WinAnsi for PDF compatibility
Changed: Contract terms HTML rendered via lightweight HTML parser (supports headings, bold, italic, lists, paragraphs, horizontal rules)
Improved: Plugin size reduced ~1.5MB by removing bundled TCPDF library and font files
Improved: WordPress output buffer handling hardened — clears all nested buffer levels before PDF output to prevent corruption

Version 7.0.0 14 changes ▼

Major: Freemius SDK integration for freemium distribution model.
Architecture: Renamed all FS_ plugin constants to JEEB_FS_ (FS_VERSION → JEEB_FS_VERSION, FS_PLUGIN_DIR → JEEB_FS_PLUGIN_DIR, etc.) to prevent namespace conflicts with Freemius SDK's own FS_ constants.
Architecture: Added @fs_premium_only file exclusion list to plugin header for automatic free version generation. Files for booking, Google Calendar, project templates, milestones, file uploads, recurring invoices, tax tools, email templates, and the premium helper directory will be stripped from the free version.
Architecture: Conditional file loading in load_dependencies() — premium-only models, controllers, and services now use file_exists() checks so the free version doesn't fatal error when stripped files are missing.
Feature: Freemius SDK initialization with fs_studio() helper function, 14-day free trial support, and Pro plan configuration.
Feature: Complete premium gating helper system — fs_studio_is_free_plan(), fs_studio_can_use_premium(), fs_studio_limit_reached(), fs_studio_get_usage_count(), fs_studio_increment_invoice_sends(), fs_studio_upgrade_notice(), and fs_studio_show_powered_badge().
Feature: Free plan limit configuration — 3 clients, 1 active project per client, 3 invoice sends/month, 1 active proposal, 1 active contract.
Feature: Upgrade notice rendering system with four display contexts (inline, banner, modal, tooltip) and centralized message registry for all gated features.
UI: Complete upgrade notice CSS — PRO badges, inline notices, banner notices, locked button states, limit warning banners, and "Powered by Freelance Studio" badge styling.
UI: High-contrast overrides for all upgrade notice components.
Architecture: Created /includes/premium/ directory for future premium-only helper classes.
Architecture: Created /vendor/freemius/ with development stub SDK that grants full access during local development. Must be replaced with real Freemius SDK before deployment.
Architecture: Updated uninstall.php to integrate with Freemius after_uninstall hook for proper cleanup with user feedback collection.
Note: This version establishes the Freemius foundation. Phase 2 (hard gates on individual features) and Phase 3 (usage limit enforcement in controllers/views) are next.

Version 6.7.0 9 changes ▼

Feature: Solid or gradient option for header color. Users can now choose between a solid color or a two-color gradient for document headers.
Feature: Gradient direction picker with 8 directional presets (↑ ↗ → ↘ ↓ ↙ ← ↖) for controlling gradient angle.
Feature: Live color swatch preview showing the current solid/gradient result.
Feature: Solid/Gradient segmented toggle with animated active state, replacing the single color picker.
Enhancement: Header preview in settings now reflects gradient in real-time as colors and direction change.
Enhancement: Light logo thumbnail background also updates with gradient when in gradient mode.
Architecture: New --primary-bg CSS variable in document styles — backgrounds use gradient/solid, while text colors and borders remain solid via --primary-color.
Backend: Added fs_invoice_primary_color_mode, fs_invoice_primary_color_2, and fs_invoice_gradient_direction options across activator, admin save handler, AJAX auto-save, settings export/import, and all controllers.
Applies to: Public invoice, proposal, and contract headers + admin preview headers. Portal, booking, email, and PDF accents remain solid color.

Version 6.6.0 3 changes ▼

Improvement: Added margin-top: 15px to the button header area on the Project > Timer tab so the action buttons aren't flush against the timer/quickadd widgets above.
Feature: Custom activity types now display with color-coded badges on time entry lists, matching the styling of default activities (Development, Design, Meeting, etc.). Colors are assigned deterministically from the FS palette using a hash of the activity name, so they remain consistent. Applies to Time Tracking list, Project timer tab, and Client time entries tab. High-contrast mode is automatically covered by existing .fs-activity-badge override.
Feature: Time entries list (Timer View) is now paginated at 25 entries per page. Shows "Showing X–Y of Z entries" info, page number links, and prev/next navigation. All active filters are preserved across pagination. Added count_all() method to FS_Time_Entry model.

Version 6.5.0 3 changes ▼

Bug Fix: Fixed WordPress wpdb NULL handling across all models — wpdb->update() and wpdb->insert() convert PHP null to empty strings, which MySQL casts to 0 for bigint columns instead of SQL NULL. This affected nullable foreign key fields (project_id, contract_id, proposal_id, task_id, invoice_id, milestone_id, parent_task_id, client_id, etc.) across the entire plugin, preventing users from clearing/removing assignments.
New: Added FS_DB_Helper utility class with fix_null_fields() method to properly handle NULL values after wpdb operations, used consistently across all models.
Models Fixed: Invoice, Contract, Project, Task, Expense, Recurring Invoice, Time Entry, Milestone, Retainer Period, Form, Form Response

Version 6.4.0 3 changes ▼

Improvement: Dashboard task widget status pills are now inline editable dropdowns — change task status directly from the dashboard without navigating away
Improvement: Dashboard status dropdowns match the original pill size and shape (11px, 3px/10px padding, 20px border-radius) so they look identical to the previous static badges
Improvement: Selecting "Done" from the dashboard dropdown animates the task out, same as checking the completion checkbox

Version 6.3.0 — Brand Consistency Pass 10 changes ▼

Improvement: Projects page — added "Projects" page title, moved "New project" button to top right
Improvement: Proposals page — added "Proposals" page title, moved "New proposal" button to top right
Improvement: Contracts page — added "Contracts" page title, moved "New contract" button to top right
Improvement: Clients page — moved view toggle (grid/list) next to "Clients" title, "New client" button stays top right
Improvement: Bookings page — removed icon from title, replaced horizontal WordPress nav tabs with vertical sidebar tabs matching Settings page layout (fs-settings-layout / fs-settings-sidebar)
Improvement: Calendar page — removed icon from title, styled as fs-page-title
Improvement: Forms page — restyled buttons from WordPress .button / .button-primary to FS .fs-btn-secondary / .fs-btn-primary, consistent with all other pages
Improvement: Reporting — Income Summary (PDF) button changed from primary to secondary
Improvement: Expenses — Export for Tax Preparer button restyled from WordPress .button to .fs-btn-secondary
Bug Fix: Removed 📅 emoji from Bookings upcoming widget, replaced with dashicon

Version 6.2.0 1 change ▼

New Feature: High Contrast Mode — a toggle in Settings > Business > Accessibility that transforms the entire plugin UI to meet WCAG AAA contrast standards (7:1 ratio):

Version 6.1.0 3 changes ▼

New Feature: Quick timer button on dashboard task list — each task now shows a clock icon on hover that opens a popup timer pre-populated with the task and project; only appears on tasks that have a project assigned
New Feature: Timer task dropdown now filters by selected project — when a project is selected in the timer widget (on both the dashboard and time tracking page), the task dropdown automatically hides tasks from other projects, showing only relevant tasks; reverts to showing all tasks when no project is selected
New Feature: Recurring invoices can now auto-populate with unbilled time entries — new "Billable Time" section on the recurring invoice form with options to:

Version 6.0.0 2 changes ▼

New Feature: Task Archiving — archive completed tasks to declutter your Kanban board and task list while preserving them for reference
Database: Added previous_status column to tasks table with automatic migration

Version 5.9.0 4 changes ▼

Bug Fix: Kanban columns now stretch to fill the full board height instead of sizing to their content — columns with fewer cards fill the same vertical space as columns with many
Bug Fix: Individual column bodies scroll vertically when cards overflow, instead of the entire board scrolling — changed board from align-items: flex-start to stretch and added overflow-y: hidden on board
Bug Fix: Removed max-height from columns; height is now properly constrained by the flex container chain (wrap → board → column → body)
Bug Fix: Column headers no longer shrink when column body has many cards (flex-shrink: 0)

Version 5.8.0 5 changes ▼

New Feature: Weekly/biweekly recurring tasks now support day-of-week selection
Added day picker UI (M/T/W/T/F/S/S chips) to the recurring task options — shown when frequency is Weekly or Every 2 Weeks
Tasks recur on the next matching selected day rather than a fixed 7/14-day interval
New recurring_days database column (auto-migrated on activation)
Recurring days carried forward to all future recurring instances

Version 5.7.0 7 changes ▼

New Feature: Popup timer for tasks — click the play button on any task row to launch a small desktop timer window
Timer popup pre-fills task name, project, and activity; includes start/stop/pause/resume/discard controls
Timer window title updates with elapsed time for easy tracking from the taskbar
Auto-closes with confirmation after stopping and saving
Warns if another timer is already running
Added to all task views: Tasks list, Kanban board, Project tasks tab, and Client tasks tab
Timer button only shows on incomplete tasks

Version 5.5.0 1 change ▼

Fixed

Client Card View Delete: Fixed delete not working in card view. The card view was using a direct URL link (action=delete) but the clients controller had no delete case — it fell through to default which just re-rendered the list. Changed to use the same AJAX-based fs-delete-btn pattern that the list view uses, which calls the existing delete_client AJAX handler.

Version 5.4.0 2 changes ▼

Added

Recurring Tasks: Tasks can now be set to automatically reappear on a schedule
Database: Added is_recurring, recurring_frequency, recurring_end_date, and parent_task_id columns to tasks table with automatic migration for existing installs

Version 5.3.0 9 changes ▼

Added

Client Task Requests: Clients can now request tasks directly from the client portal — both from the project Tasks tab and a new Tasks section on the portal dashboard
Portal Dashboard Tasks Section: New Tasks section on the portal dashboard displays all client-visible tasks across all active projects, with status labels, priority indicators, due dates, and a collapsible completed tasks section
Task Request Modal: Clean modal interface for clients to submit task requests with title, description, priority, due date, and project selection
"Requested" Task Status: New requested status for tasks submitted by clients — these appear in the Pending column on the admin kanban board with a distinctive pink "Request" badge
Accept Task Request Flow: Kanban cards with requested status show an Accept button (green checkmark) — clicking it changes the status to Pending and notifies the client
Task Request Email Notifications: When a client submits a request, an email is sent to the freelancer with full task details and a link to the Tasks board; when the freelancer accepts, a confirmation email is sent to the client with a link to their portal
Success Toast Notifications: Client portal now shows a brief success toast when a task request is submitted

Improved

Kanban Board: Requested tasks are included in the kanban query and mapped into the Pending column for easy visibility
Task Model: Added get_client_visible_tasks() method for efficiently fetching all client-visible tasks across projects

Version 5.2.0 16 changes ▼

Bug Fixes

Fixed issue where cancelled bookings kept reappearing on Google Calendar
Root cause: When a booking was cancelled, the event was deleted from Google, but subsequent sync operations would recreate it
Three-part fix implemented:
Fixed critical bug where contractor signature was not displaying on proposals and contracts
Root cause: esc_url() was stripping base64 data URIs (the data: protocol is not in WordPress's allowed protocols list)
Changed to esc_attr() for signature image src attributes in all 4 views:
Fixed "wp.media is not a function" error when uploading business logo in Settings
Added wp_enqueue_media() call for the settings page to load WordPress media library scripts
Restructured JavaScript to use event delegation for signature-related buttons
Tab switching, file upload, and remove button now work regardless of canvas state
File upload handlers no longer require canvas to be present
Added contractor_signature, contractor_signer_name, and contractor_signer_title to frontend router's get_business_settings() method
Signatures now properly display on client-facing views

Previous Fixes (5.1.14-5.1.18)

PHP Warning fix for undefined is_default property in contract sections
CSS color variable updates for document preview title
Payment Reminders card relocated to invoice sidebar

Version 5.1.0 14 changes ▼

Improvements

Dynamic File List: Uploaded files now appear instantly in the list without page refresh
Longer Success Message: Success notification now stays visible for 8 seconds
Highlight Animation: Newly uploaded files are highlighted with a subtle green animation
HTML Formatting: Email notifications now match the plugin's styled HTML email template
Brand Colors: Uses your configured brand color for consistency
Direct Link: Includes a button to view the project files directly
New Files Tab: Files section moved from sidebar to dedicated "Files" tab
Card Grid Layout: Files displayed in a responsive grid of cards instead of a list
Improved Upload Area: Larger, more prominent drag-and-drop zone
Better Organization: Clear separation between shared files and upload section
Improved Empty State: Contracts list now shows a friendly empty state with icon when no contracts exist, matching the proposals page design
Improved Headers: Admin notification emails now use proper From headers for better deliverability with Gmail and other providers

Bug Fixes

Fixed undefined property warnings in file enrichment when attachment is missing
Fixed portal files not displaying all shared files (was filtering files without URLs)

Version 5.0.0 4 changes ▼

New Features

Consolidated Tools Tab: All repair and diagnostic tools now live in one place under Settings → Tools

Improvements

Moved "Repair URLs" button from Booking Settings to the centralized Tools tab
Added fallback form submission for Repair URLs when JavaScript is disabled
Updated booking settings to reference the new Tools tab location for URL repair

Version 3.10 9 changes ▼

New Features

Client-Level Tasks: Tasks can now be created directly under a client without requiring a project. This is useful for ongoing client relationship tasks (follow-ups, check-ins, general consulting).
Internal Tasks Dashboard Widget: When Internal Project Tracking is enabled, a new "Internal Tasks" widget appears on the dashboard showing pending tasks for your internal client.
Enhanced Task Model: Tasks now support client_id field for direct client association independent of projects.

Improvements

Task list view now shows client name below project name for better context
Client tasks display with "Client Task" indicator to distinguish from project tasks
Internal tasks display with "Internal" badge for quick identification
Renamed "Generic" task labels to "Internal" throughout the UI for clearer terminology
New get_by_client() and get_internal_tasks() helper methods in Task model

Bug Fixes

Fixed SQL ambiguity error in count_by_client() method where status column was not prefixed with table alias

Version 3.9.0 11 changes ▼

Major Feature: Retainer as Service Pricing Type

Changes

Retainer Service Pricing: Added "Monthly Retainer" as a pricing type option for services
Removed Project-Level Retainer Section: The separate "This is a retainer project" checkbox in the Billing section has been removed
Reusable Retainer Widget: Created includes/views/partials/retainer-widget.php
Helper Methods: Added new methods to FS_Project model

UI/UX

Retainer service fields appear inline with other pricing options
Clean teal background with organized layout
Responsive grid layout for retainer fields
Checkbox for rollover setting directly visible

Backwards Compatibility

Legacy is_retainer, retainer_amount, retainer_hours, and retainer_rollover fields are automatically populated from service data when saving
Existing retainer projects using old approach will continue to work
FS_Project::is_retainer_project() checks both new service-based and legacy approaches

Version 3.8.0 10 changes ▼

New Features

1099 Year-End Report: Generate a professional PDF summary of all clients paid $600 or more during the tax year
Duplicate Project: One-click copy a project with all its tasks and milestones
Batch Mark Invoices Paid: Select multiple invoices and mark them as paid at once
Export to CSV: Export your data for use in spreadsheets or other software
Retainer Tracking System: Comprehensive retainer/subscription management

UI Improvements

Added "Export CSV" button to Invoices list page
New "Export & Reports" section on Reporting page with quick-access buttons
Batch actions bar for invoice list with count display
Retainer summary widget with progress visualization

Database Changes

New fs_retainer_periods table for tracking retainer usage and rollover

Version 3.7.0 12 changes ▼

New Features

Invoice Wizard Button on Time Tracking Page: Added a prominent "Invoice Wizard" button to the Time Tracking page for quick access to create invoices from tracked time
Interactive Reporting Charts:

Improvements

Activity Name Capitalization: Activity names are now properly capitalized (first letter uppercase) throughout the Invoice Wizard preview and final invoices
Updated Color Styling:

Bug Fixes

Project Deletion Fixed: Projects can now be properly deleted after their invoices have been removed
Dashboard Task Completion Fixed: Marking a task as complete from the dashboard now persists correctly

Technical Details

Added Invoice Wizard modal include and button handler to Time Tracking list view
Updated groupTimeEntries() JavaScript function to capitalize activities
Updated build_time_entry_items() PHP method to use ucfirst() on activity names
Added Chart.js integration for reporting page visualizations
Added .fs-text-accent CSS utility class
Added chart container and interactive legend CSS styles

Version 3.6.0 8 changes ▼

Improvements

Invoice Wizard Time Entry Grouping: When using "Individual Entry" grouping, invoice line items now show both the activity type AND the description (e.g., "01/05 - Development - Circle landing page" instead of just "01/05 - Circle landing page")

Bug Fixes

Fixed: "Headers Already Sent" Error: Comprehensive fix for redirect issues that caused blank pages after saving settings, clients, projects, etc. Added early output buffering via admin_init hook to capture PHP 8.1+ deprecation warnings before redirects
Fixed: PHP 8.1+ Deprecation Warnings: Added null checks to str_replace() and strpos() calls in email templates and email service to prevent deprecation warnings that were breaking redirects

Grouping Options Reference

Activity Type: Groups all entries by activity, shows activity name with date range if enabled
Task: Groups entries by task, shows task name with date range if enabled
Individual Entry: Each time entry as a separate line item, shows activity type + description
Project Total: Single line item summarizing all hours for the project

Contract View Updates

Changed: "Create Invoice" button on Contract view now opens the Invoice Wizard modal instead of the old dropdown menu

Version 3.5.0 7 changes ▼

Breaking Changes

Client Contact Architecture Overhaul: The client record no longer stores a built-in "primary contact". All contacts are now managed through the Contacts list.

Migration

Automatic Data Migration: When upgrading to v3.5.0, the plugin automatically migrates existing primary contact data:

New Features

Unified Contacts Management: All contacts (including the primary contact) are now managed in one place
New Helper Methods: Added FS_Client::get_display_name(), get_primary_contact(), and get_document_info() for consistent client info retrieval across the plugin

Improvements

Client form reorganized with "Company Information" as the primary section
Better visual distinction for contact type badges
Improved contact form UX with radio buttons for primary selection

Version 3.4.0 19 changes ▼

New Features

Invoice Wizard: New multi-step wizard for creating invoices from the Invoices list or Project view
Multi-Project Invoices: Create a single invoice that includes items from multiple projects
Time Entry Grouping Options:
Service Selection: Choose exactly which services to bill - no longer forced to include all services
Service Partial Billing: Bill a percentage or custom amount of each service individually for deposits or milestone payments
Invoice Editing Rules:

Bug Fixes

Orphaned Time Entries: Fixed issue where deleting an invoice left time entries marked as "invoiced", preventing them from being billed again. Invoice deletion now properly resets linked time entries to unbilled status.
Automatic Data Repair: Plugin update automatically detects and repairs any existing orphaned time entries from previous invoice deletions
Container ID Consistency: Fixed multiple HTML/JS container ID mismatches that prevented time entries and services from rendering in the wizard

Database Changes

Added invoice_source column to invoices table to track creation method
Added time_grouping column to invoices table
Added show_entry_dates column to invoices table
New fs_invoice_items table for detailed line item storage
New fs_invoice_projects junction table for multi-project invoices

UI Improvements

Invoice Wizard button added to Invoices list page
Project view Invoice button now opens the wizard
Invoice form shows locked notice for paid invoices
Invoice form shows resend warning for sent invoices that have been edited
Improved wizard step 2 styling with clear section headers and checkbox lists

Version 3.2.0 14 changes ▼

New Features

Invoice Wizard: New multi-step wizard for creating invoices from the Invoices list or Project view
Multi-Project Invoices: Create a single invoice that includes items from multiple projects
Time Entry Grouping Options:
Service Partial Billing: Bill a percentage or custom amount of a service for deposits or milestone payments
Invoice Editing Rules:

Database Changes

Added invoice_source column to invoices table to track creation method
Added time_grouping column to invoices table
Added show_entry_dates column to invoices table
New fs_invoice_items table for detailed line item storage
New fs_invoice_projects junction table for multi-project invoices

UI Improvements

Invoice Wizard button added to Invoices list page
Project view Invoice button now opens the wizard
Invoice form shows locked notice for paid invoices
Invoice form shows resend warning for sent invoices that have been edited

Version 3.1.0 24 changes ▼

New Features

Added ability to set up recurring expenses for subscriptions (Adobe, hosting, etc.)
Support for monthly, quarterly, and yearly recurring frequencies
Option to specify the day of month for recurring charges
Option to set an end date for recurring expenses
Recurring expenses are displayed with a 🔄 badge in the expense list
Monthly recurring total shown in expense summary
Automatic generation of expense entries via daily cron job
Added support for linking external calendars via public iCal/ICS URLs
Compatible with Office 365, Outlook, Apple iCloud Calendar, and any iCal-compatible service
Option to block availability for meeting booking based on external calendar events
Automatic hourly sync of external calendars
Manual sync option available in settings
Setup instructions included for major calendar providers
Added text labels to status indicators in time tracking list (Invoiced, Billable, Non-billable)
Colored status badges for better visibility and intuitive understanding
Improved accessibility over color-only indicators

Bug Fixes

Fixed issue where tasks were not showing in the admin dashboard
Changed query from invalid 'incomplete' status to valid ['pending', 'in_progress'] statuses
Tasks now properly display in the dashboard Tasks widget

Technical Changes

Added new database columns for recurring expenses (is_recurring, recurring_frequency, recurring_day, recurring_end_date, parent_expense_id)
Added new database table for external calendars (fs_external_calendars)
Added cron job for recurring expense generation (daily)
Added cron job for external calendar sync (hourly)
Database version updated to 3.1.0

Version 3.0.0 13 changes ▼

Added

Invoice Project Modal - New modal interface when creating invoices from projects
Project Name on Invoices - Project name now prominently displayed on all invoice views
SEO Protection for All Public Pages - Added noindex, nofollow meta tags to all client-facing pages

Changed

Simplified Hourly Rate Architecture - Removed redundant "Default Hourly Rate" field from projects
Invoice Creation from Projects - Completely redesigned workflow
Invoice Email Subject - Now includes project name: "Invoice #X for Project Name from Business"

Fixed

Invoice line items not displaying on public invoice view (field name mismatch)
Time tracking calculations now correctly use project service rates
Quick Add form pre-fills correct hourly rate from project services
Timer widget applies correct rate when starting timer on project

Security

All public-facing pages now include noindex, nofollow meta tags
Token-based access verified for all client portal and document views
Links are only accessible to those with the direct URL

Version 2.14.0 6 changes ▼

Changed

Simplified Hourly Rate Management - Removed redundant "Default Hourly Rate" field from projects

Removed

Project Default Hourly Rate Field - No longer needed as services define the rates

Fixed

Time tracking stats (Billable Amount, Uninvoiced) now correctly use the project's service rate
Quick Add form correctly pre-fills rate based on project's hourly service
Timer widget correctly applies project service rate when starting timer
Invoice creation from project uses correct hourly rate from services

Version 2.13.0 1 change ▼

Added

Contract Sections Library - Reusable legal sections for contracts

Version 2.12.0 1 change ▼

Added

Recurring Invoices - Automatically generate invoices on a schedule

Version 2.11.0 1 change ▼

Added

Payment Reminders - Automated email reminders for unpaid invoices

Version 2.10.0 1 change ▼

Added

Project Templates - Save and reuse project configurations

Version 2.9.0 1 change ▼

Added

Time Tracking Reports - Detailed time analysis

Version 2.8.0 1 change ▼

Added

Task Management - Track project tasks and to-dos

Version 2.7.0 1 change ▼

Added

Milestones - Track project progress with milestones

Version 2.6.0 1 change ▼

Added

Google Calendar Integration - Sync deadlines and events

Version 2.5.0 1 change ▼

Added

Email Templates - Customizable email templates

Version 2.4.0 1 change ▼

Added

Annual Tax Deductions - Track yearly deductible expenses

Version 2.3.0 1 change ▼

Added

Client Portal - Secure area for clients to view their information

Version 2.2.0 1 change ▼

Added

Proposals - Create and send professional proposals

Version 2.1.0 1 change ▼

Added

Contracts - Digital contract management

Version 2.0.0 1 change ▼

Added

Time Tracking - Track billable hours

Version 1.0.0 10 changes ▼

Added

Initial release
Client management with multiple contacts per client
Project management with hourly, fixed-price, and retainer billing types
Invoice generation with line items, discounts, and tax calculations
Expense tracking with categories and receipt uploads
Dashboard with YTD revenue, expenses, and tax summary
Reporting with monthly income/expense breakdown and tax estimates
Settings page for business info, branding, and tax configuration
PDF invoice generation
Tax calculator with federal and state tax rate support