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Changelog

All notable changes to Micro will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[Unreleased]

Added

  • In-SPA Customer Creation — New Customer form page (/micro/customers/new) in the Vue frontend. Two-column layout with sections for basic info, contact details, address, and notes. Form adapts based on customer type: Person shows first name (required), last name (required), and optional organization; Organization shows company name (required). Replaces the previous redirect to Frappe Desk.
  • create_customer API — New POST micro.api.customers.create_customer endpoint for creating customers programmatically. Accepts all customer fields. Validates that last_name is required for Person customers.
  • Customer Status Field — New status field on Micro Customer with values: Potential, Active, Inactive. Allows tracking the customer lifecycle directly.

Changed

  • Micro Contact renamed to Micro Customer — The CRM entity is now called "Micro Customer" throughout the application. API module renamed from micro.api.contacts to micro.api.customers. Frontend routes changed from /micro/contacts/* to /micro/customers/*. Settings field renamed from contact_limit to customer_limit.
  • Customer form validation — Last name is now required when creating Person customers (both frontend and backend validation).

Removed

  • Lead Management — Micro Lead DocType has been removed. Customer status tracking (Potential/Active/Inactive) replaces the separate lead concept.
  • Pipeline Board — Micro Pipeline and Micro Pipeline Stage DocTypes have been removed along with the pipeline API (micro.api.pipeline) and the pipeline frontend page.

[0.1.0] - 2026-02-27

First public release of Micro — a business organizer for micro businesses.

Added

  • Customer Management — Micro Customer DocType with person/organization support, status tracking (Potential/Active/Inactive), full name auto-computation, email validation, phone, mobile, website, address, city, postal code, country, notes, source, and image fields. Paginated list, detail, and create API endpoints with search. Community limit: 100 customers.
  • Notes — Micro Note DocType for context notes and correspondence records linked to customers.
  • Article Catalog — Micro Article DocType with article name, code, category, unit, selling price (VK), and purchase price (EK). Paginated list and detail API with search. Community limit: 50 articles.
  • Offer Drafts — Micro Offer Draft DocType with line items (Micro Offer Item), random reference codes (non-sequential), customer linking, status tracking (Draft, Sent, Accepted, Declined, Expired), date and validity tracking. Watermarked PDF print format.
  • Invoice Drafts — Micro Invoice Draft DocType with line items (Micro Invoice Item), random reference codes, customer linking, and status tracking. Create-from-offer flow copies items automatically. Watermarked PDF print format.
  • Receipt Collection — Micro Receipt DocType with vendor, amount, category (Materials, Travel, Office, Food, Software, Services, Other), image upload, receipt date, export tracking, and customer linking.
  • Tax Advisor Export — CSV export for receipts and invoice drafts with semicolon delimiter. Supports date range filtering, category filtering, unexported-only filtering. Mark-as-exported functionality with export date tracking.
  • Dashboard — Aggregated KPI endpoint with customer count by status, offer/invoice status breakdown, receipt stats (total, unexported, by category, total amount), and recent activity feed.
  • Compliance Engine — Zone 2 guardrail enforcement service with 6 guardrails: G1 (draft watermark in 8 languages), G2 (random reference codes), G3 (no tax/VAT fields), G4 (disclaimer footer in 8 languages), G5 (safe terminology), G6 (no payment tracking).
  • Settings — Micro Settings (Single DocType) for module configuration: default currency, language, customer/article limits, watermark text, disclaimer text.
  • Print Formats — Watermarked PDF print formats for offer drafts and invoice drafts with ENTWURF/DRAFT overlay and disclaimer footer.
  • Roles — Micro User and Micro Manager roles created on install.
  • Vue Frontend — Vue 3 SPA with TypeScript: Dashboard (KPIs, recent activity, alerts), Customers (list + new + detail), Tasks, Articles, Offers (list + detail), Invoice Drafts (list + detail), Receipts, Export wizard, Settings. Grouped sidebar navigation (CRM, Documents, Tools).
  • Internationalization — 7 language translations: German, French, Spanish, Italian, Portuguese, Polish, Dutch. Translation infrastructure with useTranslate composable for frontend and frappe._() for backend.
  • Post-Install Setup — Automatic role creation and settings defaults (EUR, German).
  • Test Suite — Tests covering all DocTypes, API endpoints, compliance guardrails, and business logic.
  • Documentation — Getting started guide, user guide, API reference, developer guide, and FAQ.