Change Log

The page that contains all the changes made to the CAG database.

2025-12-17

Features/Changes

• Group - Activities:
  • Bulk uploads: Added breadcrumbs to bulk upload pages to improve navigation.
  • Activity forms: Made VenueType optional.
  • Repair Cafe: Added GeneralTextile and GeneralClothing categories for repair types.
• Groups - Contact History: Show a "no contact history" message when a timeline is empty.

Bugs

• Group - Activities - Bulk uploads:
  • Added manual mapping for Repaired and Swapped item metrics in bulk upload processes so those metrics import correctly.
  • Improved bulk-upload validation related to VenueType changes.
• Activity Calculations: Fixed handling of null volunteer-hours values in calculations across activity types so volunteer-hour based metrics no longer fail.

2025-12-16

Features/Changes

• Group - Activities - Bulk uploads:
  • Added bulk-upload pages, templates and UI links for Community Fridge, Food Waste, Repair Cafe, Swap Shop, Composting, Organising and General activities; Excel parsing, validation and service registration were included so users can upload activity spreadsheets from the UI.
  • Improved upload UX: clearer instructions/templates, file‑validation checks and file‑upload buttons that reflect validation state; parsing now avoids adding metrics when validation errors exist and includes better error handling and batching for large imports.
• Group - Activities - Activity forms:
  • Added full activity forms and client UI for Community Fridge, Food Waste, Composting, Repair Cafe, Swap Shop, Organising and General activities (forms, templates, pages and links from group index).
  • Added activity listing pages/tables, activity counts on index pages and an “Activities” navigation section so groups can submit and manage activities from the UI.
  • Success message display, updated page titles, breadcrumbs and links for smoother form navigation and feedback.
• Unit selection & inputs
  • Added a UnitProxyModal component and unit‑proxy button UI to select units inline; removed the old unit-type combobox and added data-input-group attributes to inputs to improve unit handling on forms.
  • Client-side enhancements for numeric inputs (added decimal.js) and improved unit parsing/validation UX.
• DatePicker enhancements and better form error handling for fields with dual inputs, regex validation for average hours (HH:MM), and more inclusive numeric validation messages.
• Added a membership agreement form and flow, plus checks/linking in group navigation so users can be prompted to sign via the UI.
• Added UI pages and links for managing Units and Unit Types, and admin pages for calculation variables/formulae (unit selection in variable UI, output unit display for formulas) so system settings surfaces these controls in the web UI.
• Hide navigation when printing membership agreement form, improved link formatting in the rich editor to support {{Variable}}-style hrefs, placeholder and button markup tweaks across form fields.

Bugs

• Bulk-upload UX & validation fixes
• File upload buttons now correctly reflect validation progress/state and file uploads have more comprehensive checks and error handling (including spreadsheet column handling and DB save error handling surfaced to the UI).
• Form/navigation fixes
• Fixed activity breadcrumbs so they navigate to the correct pages.
• Fixed modal toggle attribute in the UnitProxyModal component so unit selection modals open reliably.
• Activity entry fixes
• Corrected a comparison operator in Repair Cafe entry logic that affected form behaviour/validation.
• Removed redundant date parsing formats to avoid ambiguous client-side parsing issues

2025-11-14

Features/Changes

• Project - Events: Added a "Refresh Attendee Count" button

Bugs

• Project - Groups - Grants: Move "Awarded Date" datepicker to show above the input field
  • This was causing issues on smaller screens where the datepicker would be cut off

2025-11-11

Features/Changes

• Email Templates: Added email templating for criteria met emails
  • This allows for customisation of the email sent when a group meets a project's criteria
  • See System Settings - Email Templates for more information
• Project - Events - Attendees: Added "Download Upload Template" button
  • This allows users to download a template CSV/Excel file for bulk uploading attendees
• Added a bunch of accessibility improvements
  • Added ARIA labels to various elements
  • Improved keyboard navigation for modals and forms
• Document uploads: Allow Excel & ZIP files to be uploaded as documents
  • This is in both Project -> Groups -> Documents and Groups -> Files
• Groups - Criteria: System now adds the automated email to the contact log when a criteria (not) met email is sent
  • Whether the group met or did not meet the criteria, an entry will be added to the contact log
  • First, the system will create a contact log with the subject "Automated Email: {Subject}" and try and set its method to "Email"
  • Then, a note will be added to the contact log with content that is hopefully useful
• Project - Groups - Attendees: Group names now ignore diacritics when linking
  • This should help with groups that have diacritics in their name (e.g. Café) being linked properly

Bugs

• Notes: Fix notes not linking to original page when rendered in different areas
• Registration: Fix issue where password wasn't being correctly set when being auto-enrolled into a project/group
• Groups - Social Media: Fix issue where empty social media links were being saved
• Project - Event - Attendees: Fix issue where individuals were not being linked to the correct group when bulk uploading attendees

2025-11-03

Features/Changes

• Project - Groups - Initial Invitation Email: Made the email use current user's name instead of allowing custom name
  • If a sender name and email is set, we use that in the reply-to header so replies go to the correct place
• Add coming soon and contact form SVG assets (designed by Tom)
• Groups - Users: Update modal to conditionally open based on the URL
  • This allows us to link to the modal directly from other pages
• Groups: Add group overview page

Bugs

• Groups - UsersWithoutAccess: Update logic to correctly show users without access to a project
  • Previous requirements meant that the logic was incorrect
• Tag Helpers: Fix text area labels not being in the same place as other labels

2025-10-29

Features/Changes

• Dashboard: Minor re-design of the main dashboard page
• Alerts now only show when conditions are met (e.g. Only show the "Dashboards" notification if you have a project)
  • Project and Group cards are now under their own tabs for easier navigation
  • Project and Group cards now have a clickable title for easier navigation
• Project - Groups - Details: Use new tag helpers to keep UI consistent
• Forms: Improved readability of labels
• Social Media Links: Removed old text on how to remove links (now done through the little "x" button on each link)
• Comboboxes: Modified styling to make consistent with other UI elements
• Tag Helpers: Added "asterisk" to required fields automatically
• Alerts: Added a tag helper for alerts to keep UI consistent

Bugs

• Project Groups: Fix users not actually in a project being able to manually navigate to pages
  • Pages were not navigable through the UI, but users could manually enter the URL to access them
• Added missing bugsnag configuration for production environment

2025-10-27

Features/Changes

• Event Attendees: Stopped "Individual" search from being locked down to only individuals associated with the selected group
  • This should make it easier to add individuals that are not contacts of the group
  • If the individual is not a contact of the group, the system will make them one to keep data consistent
• Event Attendees: Updated duplicate email handling when bulk uploading attendees
  • The system will now check the first and last name in addition to the email address to determine if it's a duplicate
  • If a row has the same email address but a different name, it will be treated as an "undocumented individual"
  • If a row has the same email address and name as an existing individual, it will be linked to that individual
• Microsoft Clarity: Use the new content method when user consents to analytics cookies
• Added backend error notifications for when errors occur (BugSnag)
  • This should help us identify and fix bugs faster!

Bugs

• Group Roles - Fix "view role" modal not closing properly

2025-10-24

Features/Changes

• Added public facing "Membership Enquiry" form that creates groups in the database (if not already existing)
• Added group onboarding flow
  • A group must meet a project's criteria
  • Once accepted, an email can be sent to the group with a link to register on the system
• Event Attendees: Highlight cells that have errors when bulk uploading attendees
  • If a group cannot be linked, these will be highlighted in red
  • If an individual cannot be linked/created, these will be highlighted in red
• Added tag helpers for consistent UI elements (developer change, should make future changes easier to implement while keeping the UI consistent)
• Social Media Links: Allow deletion of links via an "x" button on each link
  • Before this, users had to clear the text box and save the form to delete a link (not very user friendly!)

Bugs

• Event Attendees: Individuals with duplicate emails will no longer be created when bulk uploading attendees
• Comboboxes (search boxes): Fix not being able to see results when searching
• Forms: Fix some forms not pulling existing data through properly

2025-08-06

Features/Changes

• Groups: Added default sort to table, so that it sorts by "Created At" by default
• Tables: Sort IDs by descending order by default (newest first)
• Groups - Contact History: Sort contact history by ascending date (oldest first)
• Group - Tasks: Add filters to the tasks table
• Organisations - Contact Logs: Add "Created By" column to table
• Groups - Details: Added buttons to copy emails/phone numbers to clipboard when not in edit mode
• Database: Stricter indexing on all tables to make sure duplicate entries cannot be created
• Groups - Contact Logs: Allow editing of "Backdate" and "Method" for notes

• Individuals & Event - Attendees: Bulk action to make individuals a contact for a group

  Note

  When used on the "Event - Attendees" page, this will also force the individual to have attended the event on behalf of the group

Bugs

• Contact History: Fix page crashing when topics don't have an icon
• Date picker UI not showing
• Group Activities: Fix modal wording (Delete group -> Delete activity)
• Event - Attendees: Fix individuals not being linked when bulk uploading attendees
• Document uploads: Fix PDF signature not being correct (this stopped valid PDFs from being uploaded)
• Event - Attendees: Ensure database trigger is fired when bulk uploading attendees (this updates the "Attendee Count" in the Events table)

2025-06-26

Features

• Groups - Contact: Added a "Contact History" page

Changes

• Notes: Added toast notifications when saving notes
• Groups - Tasks: Added "Task List" column to table
  • This should allow users to "group" tasks by the list they were imported from

Bugs

• Notes: Fix notes being saved multiple times

2025-06-23

Features

• Groups: Added "Other contacts"
  • You can now view the contacts for a group that are not the main contact
• Power Automate: Add "associate volunteer count"
• Groups: Added "Enquiry Date" to the details page
  • This is the date that the group first made contact with Resource Futures (used in the Power Automate integration)
• Beta Dashboards: Added "Mailing List" report
  • This is a simple table that contains all emails associated with a group, and whether they have opted in to the mailing list (for individuals only)

Changes

• Bulk Attendees: Handle duplicate attendee emails when bulk uploading attendees
• Bulk Attendees: Added toast notifications when a error occurs when bulk uploading attendees
• Notes: Add notable dates into a tooltip when hovering over the date (was inside a title attribute before)
• Contact Logs: Add "Last Contact Date" to table
• Contact Logs: Sort by "Last Contact Date" by default
• Searching: If no sorting applied, sort by searchable field scores by default
  • Without this, the search results would continue using the default sorting (e.g. "Created At") which would not be very useful

• Dashboard (first page after login): Reduced screen space used by alerts, and redesigned the "project" cards to use more space

• Filter buttons: Made more clear that they are buttons (left is the new design, right is the old design)

• Notes: Move "Save" button to inside the editor
  • Hopefully this makes it more clear that the note needs to be saved, and you should press this button
• Notes: Allow "Ctrl + Enter" to save the note
  • This is a common keyboard shortcut for saving text, so hopefully this makes it easier to use
• Beta Dashboards - Events: Make less confusing and pull through useful information

Bugs

• Bulk Attendees: Fix attendees not updating attendee numbers in Events table
• Groups: Stop showing deleted contacts as "Main Contact"
• Bulk Actions: Fix bulk uploads not working and bulk actions (Remove Z.EntityFramework.Extensions.EFCore)
• Bulk Attendees: Fix "Bulk upload" button not re-appearing after deleting all attendees
• Documents: Fix PDF signature check
• Notes: Stop saving notes with no content
• Bulk Attendees: Handle no email addresses when bulk uploading attendees

2025-05-27

Features

• Groups: Add public API for creating groups (used with Power Automate on enquiry form submission)

Changes

• Reports - Activities: Added "GroupEmail" and Main contact to table
• Added a "Automation Bot" user to the system - This user is used for the Power Automate integration and will not be able to log in to the system

Bugs

• Fixed forms not submitting (reverted "Button click experiment")

2025-05-02

Features

• Project Overview: Groups widget will now take you to the group table with the "Type" filter pre-selected
• Project Overview: Clicking on the "Member Statuses" chart will now take you to the group table with the selected "Status" pre-selected

Changes

• Make bulk actions faster!!
• Filters: Better handling - Now if you select "Connector member" it will actually work!
• Filters: With the better handling, some changes have been made to also make them faster
• Event Attendees: Updated to make more like a "register" of attendees
• Event Attendees: Added "Bulk actions" to the attendees table
• Removed the old "Download reports" button - If this is needed, please let us know and we can add it back in. Beta dashboards should be used instead

Bugs

• Fix "Project Groups" not being able to be deleted
• Searching now works with less characters in the search box - PLEASE NOTE: It will only match strings that start with the search term
• Event Attendees: Fix annoying bug where comboboxes flicker
• Removed duplicate messages when there's an error saving a form
• Event Attendees: Fix the delete modal with the new attendees design

2025-04-25

Features

• Added "Bulk Actions" to project groups table
• Added notification library - Only used for errors when "bulk actions" are used

Changes

• Speed up the project groups page - Should be a little faster now (especially when on a slow connection)
• Make accessing the API with API key faster
• When saving a form, any buttons associated with the form will be disabled until the form is saved
• Checkboxes are now "maya blue" when selected - Hello branding!

Bugs

• System Settings - Project Roles: Fix URL not being correct
• Project - Groups: Fix not being able to see addresses of groups
• Resetting a form now resets any "date" fields that are in the form
• Project Settings - Project Roles: Fix not being able to give "Can edit project settings" permission to a role
• Beta dashboards: Fix styling issues when theme switching

2025-03-25

Features

• Event Attendees: Allow associating with organisations
• Added beta dashboards
• Notes: Added "Backdate" field - Allows users to backdate notes
• Event Attendees: Allow creating of individuals when bulk uploading

Changes

• Remove groups from dashboard when user doesn't have access
• Groups - Small Grants: Added "Monitor status"

Bugs

• Fix dark mode not always applying properly
• Beta dashboards: Fix not being able to see "group tags"
• Event Attendees: Fix errors not showing when bulk-uploading attendees

2025-02-13

Features

• Added scoped api keys for the API (only used internally for now)
• Event Attendees: Allow bulk adding of attendees (CSVs and Excel files); See Events - Bulk Adding Attendees for more information

Changes

• Event Attendees: Allow attendees to be edited
• Event Attendees: Automatically re-select an individual if the group is changes and has the individual as a contact

Bugs

• Update "undocumented attendees" when attendees are uploaded
• Fix sidebar staying open when on mobile

2025-02-06

Features

• Events: Add "Location" and "Venue" fields
• Events: Add "Undocumented Attendees" these are attendees that aren't in the database
• Events: Allow individuals to attend events without a group

Changes

• Update colour of links when in dark mode
• Update colours for charts/badges to be (hopefully) more random
• Update group count on project page to only include "Members"
• Add a bunch of links from tables to the next pages for easier navigation
• Report modals now show why things aren't downloading
• Notes: Notes attached to contact logs now use the contact log's date by default (hovering over the date with your mouse will show when the note was created)

Bugs

• Allow forms to enter edit mode with a param
• Individuals: Allow editing of Job Title (was added previously but there was no way to see/edit)
• Reports - Event & Training: Fix report not downloading from a project level
• Fix Google Analytics not being loaded properly
• Events - Attendees: Fix not being able to delete attendees

2025-01-30

Features

• Update theme to use new RF branding
• Dynamically generated colours should now be more consistent and use the new RF colour palette
• Reports - Groups: Add "Main contact", "Main contact email" and "Group email" to the report

Changes

• Update logo to new RF logo
• Update dependencies to the latest and greatest
• Update font to "Avenir Next LT Pro"
• Update favicon to new RF logo

Bugs

• Fix bug when seeding new data into the database
• Various styling fixes when updating TailwindCSS to v4

2025-01-24

Features

• Add "People Counts" to system settings

Changes

• Reports: Add notes pivot table to "all contact logs"

Bugs

• Fix error when deleting contact logs

2025-01-17

Features

• Cookie consent added
• Added "Events & Training" report

Changes

• Group - Contact Logs: Allow users to change date of contact
• Events: Moved events from being at a group level to a project level
• Potentially increased speed of login

Bugs

• Fix some users not being able to view dashboard because of being a part of too many groups
• Fix not being able to save new groups
• Individual Reports: Fix columns having wrong data in them
• Grant Reports: Fix currency symbol
• Fix notes not being deleted when it's attached entity is (e.g. You delete a Individual, their notes stayed "not deleted")

2024-11-20

Features

• Add individuals report
• Add contact logs report
• Organisation: Update organisation page to look like groups page
• Individuals: Add edit toggle like other forms
• Individuals: Ass Job Title
• System Settings: Added "Group Structure"

Changes

• Use SQL Views for various reports
• Update how notes are rendered
• Updated group fields to match the form given
• Group: Automatcially enter "edit" mode when form is invalid

Bugs

• Fix not being able to edit a project
• Organisation - Contact Logs: Fix filtering issues
• System Settings - Activity Statuses: Fix not being able to delete

2024-10-28

Features

• Organisation Overview: Add associations to page
• Group Overview: Add group email
• Groups: Added "small grants" page

Changes

• System Settings: Update icons so they're consistent
• Group Contact Logs: Move onto own page & added notes feature
• Group Contact Logs: Add "They initiated contact" selection
• System Settings: Update card style
• Various CSS changes
• Updated support links to "cag-support.resourcefutures.co.uk"

Bugs

• Notes (Contact Logs): Fix link to contact log page
• Individuals: Fix allowing of duplicate emails
• Group Contacts: Fix individual combobox
• Fix forms inside modals not resetting when the modal is closed
• Reports: Fix deleted projects/groups showing
• Fix allowing duplicate group names
• Fix not being able to add new groups when "main contact" is empty
• Notes: Fix not being able to save & urls
• System Settings - Activity Frequencies: Fix displaying deleted frequencies
• System Settings - Fix not being able to delete some items

2024-10-03

Feature

• Added notification emails into the CAG
• Added Small Grants

2024-09-06

Feature

• Project - Individuals: Groups that individuals are associated with are shown in the individual area.

Bugs

• Combobox: The comboboxes weren't showing all options. Now they are.

2024-08-22

Bugs

• Project - Groups: New and deleted groups were not updating properly. Fixed.

2024-08-21

Feature

• Tables - Sortable: We've added functionality to sort the tables.

2024-08-13

Feature

• Tables - Sortable: We've added functionality to sort the tables.
• Icons: We have made the icons for log topics and contact methods optional.