> ## Documentation Index > Fetch the complete documentation index at: https://docs.marzipan.co/llms.txt > Use this file to discover all available pages before exploring further. # Changelog > Updates and improvements to Marzipan ## Tasks Introduced a task management system for tracking work across customers, orders, and subscriptions. Tasks can be created directly from customer, order, and subscription pages, automatically linking them to the relevant entity for full context. Features priority levels (low, medium, high, urgent) with visual indicators, configurable due dates with friendly date displays (Today, Tomorrow, specific dates), and user assignment capabilities. The dedicated tasks page includes filtering by status (complete/incomplete), priority levels, and due date ranges (today, tomorrow, next 7 days, no date), flexible sorting options (due date, priority, creation date), and pagination for large task lists. Tasks integrate seamlessly with the activity log system, recording creation, updates, and completions with full audit trails including old/new value tracking for changes. Dashboard integration displays today's incomplete tasks with overdue items prioritised, sorted by priority and due date for quick access to urgent work. The system includes comprehensive authorisation policies ensuring users can only manage their assigned tasks, automated activity logging when tasks are updated or completed. Task creation is available throughout the application via notes/activity interfaces on customer, order, and subscription detail pages, with an enhanced activity component supporting both traditional notes and task creation from a single interface. ## Insights Added a comprehensive insights and analytics section providing visibility into winery performance. The new Insights dashboard includes real-time metrics for revenue, orders, active subscriptions, and customer acquisition with sparkline visualizations. Features dedicated reporting pages for sales (revenue & geographic analysis), customer analytics with retention metrics and churn tracking, product performance tracking, event analytics, subscription metrics, and channel performance. Includes flexible date range comparison tools with multiple comparison periods (previous period, previous year, etc.). Dashboard reporting has been updated to show today's headline metrics with a trailing seven day overview. ## Mailchimp Integration Completely rebuilt the Mailchimp integration with OAuth 2.0 authentication support, eliminating the need for manual API key management (now depreceated). Added comprehensive webhook support for real-time bi-directional sync, including subscription status changes, email updates, profile changes, and email deliverability status. Implemented intelligent batch syncing with rate limit handling for efficient bulk customer synchronization. Added detailed sync logging and status tracking with comprehensive error reporting. Features automatic customer profile updates from Mailchimp changes, prevention of sync loops, and smart handling of compliance states. Supports separate audience management for default customers and active subscribers with configurable merge field mapping. ## Events #### Waitlist System Implemented a waitlist management system for sold-out events. Customers can join waitlists with their desired quantity through a new dedicated waitlist dialog component. Features automatic promotion notifications when tickets become available via email with secure time-limited claim links. Includes position tracking showing customers their place in line, configurable expiration handling for unclaimed promotions, and seamless integration with the deposit payment system. Automatic inventory release and re-promotion of next customers when spots expire. #### Deposit & Balance Payments Added split payment support, allowing customers to secure tickets with a deposit and pay the balance later. Features configurable deposit amounts per event, customizable balance due dates, automatic payment request notifications at configured intervals, comprehensive ticket status tracking throughout the payment lifecycle (deposit paid, balance pending, balance paid), and clear messaging in checkout showing deposit vs. full payment amounts. Integrated throughout the web components with clear UI indicators for deposit requirements. #### Recurring Occurrences Introduced support for recurring events with multiple occurrences, perfect for ongoing workshops, tastings, and regular events. Supports daily, weekly, and monthly recurrence patterns with configurable end dates. Each occurrence maintains its own ticket inventory, attendee management, and waitlist. Customers can select their preferred date from a dropdown of available occurrences. Individual occurrence tracking for capacity, tickets sold, and revenue. #### Management Enhanced event capabilities with a comprehensive suite of management tools. Features include a full attendee management interface with detailed attendee lists and tracking, ticket cancellation workflow with automated partial or full refunds, event categorization and types (wine tasting, workshop, dinner, tour), check-in functionality for day-of event management, configurable ticket limits per order, location coordinates for mapping integration, and rich email notifications throughout the event lifecycle (ticket confirmation, cancellation, balance payments, reminders). ## CMS Visual Editor & Preview System `BETA` Developed a visual page editor for the CMS system with real-time preview functionality. Added a complete preview environment (1,104 lines) supporting live rendering of CMS pages with functional web components and instant visual feedback. Enables content creators to see exactly how pages will appear before publishing, reducing errors and improving content quality. ## Customer Account Overview Redesigned the customer account interface with improved layout and better metric visualization. Added customer lifetime value tracking, order history with sparklines for trend visualization, subscription status overview, payment method management, and enhanced navigation between account sections. Implemented customer archiving functionality for better account lifecycle management, allowing soft deletion while preserving historical data. ## Improvements * `App` Redesigned dashboard with new stats boxes using sparklines * `App` Updated filter bar with improved layout and usability * `App` Enhanced admin notifications with user-level notification settings * `App` Added order refund ability * `App` Added comprehensive activity logging across all major entities with improved old/new value display in activity feeds * `App` Improved search functionality across all admin pages with better indexing and faster results * `App` Performance optimisations with strategic database indexes specifically for insights queries * `App` Improved menu navigation with better focus management and keyboard accessibility * `App` Enhanced London City Bond integration with better error handling and carrier selection * `App` Better handling of inventory holds with improved low stock calculations and hold expiration * `App` Enhanced event attendee sorting and filtering capabilities * `App` Added more automated tests for critical systems including events, subscriptions, and payments * `Web Components` Added comprehensive event deposit support throughout cart and checkout flows with clear messaging * `Web Components` Integrated event waitlist UI with new WaitlistDialog component for sold-out events * `Web Components` Enhanced Product component with support for recurring event occurrences, deposit displays, and waitlist triggers * `Web Components` Improved Cart component with better event item display including deposit information * `Web Components` Enhanced Checkout component with deposit payment handling and balance due tracking * `Web Components` Added Collection component improvements for better product grid layouts ## Bug Fixes * `App` Fixed handling of non-card payment methods (bank accounts, Klarna, etc.) when attaching to customer accounts in Stripe webhooks * `App` Fixed event deposit amount calculation when adding events to cart, ensuring correct pricing * `App` Fixed CMS editor preview rendering issues with nested components * `App` Fixed order status not updating to "completed" for event-only orders after ticket issuance * `App` Fixed event ticket cancellation notification delivery and timing * `App` Fixed activity log resource warning messages in newer Laravel versions * `App` Fixed attendee list sorting by various fields (name, date, status) * `App` Fixed menu focus states and overflow display issues on smaller screens * `App` Fixed customer tab navigation and display inconsistencies * `App` Fixed address update validation, geocoding triggers, and coordinate storage * `App` Fixed multiple frontend build compilation errors and TypeScript issues * `App` Fixed nullable refund amount fields in payments\_refunds table to support partial refunds * `App` Fixed sidebar menu focus state management for better keyboard navigation * `Web Components` Fixed PayPal integration issues in checkout flow * `Web Components` Fixed country name display in checkout address fields ## Low Stock Badges Added low stock badges to provide clear inventory visibility and encourage purchases. Badges can be configured globally across all products or customised on a per-product basis. Web components will honour the low stock settings and display a badge if the stock level is below the threshold and can be styled to match your brand. Stock level settings are also available through the API to support custom implementations. ## Media Management Added a new media management section where you can view all media uploaded to your account. We've added support for alt tags, made it easy to copy links to media. We've improved the media functionality in the editor to make it easier to add existing and new media to your content and to resize it. We've also laid the groundwork for future media management features including video support and image editing. ## Improvements * `App` Added support to discounts for excluding sale and subscriber pricing and to apply discounts to customers with specific tags to allow for more targeted promotions * `App` Enhanced inventory holds integration with better low stock system calculations * `App` Shipping rate calculations for London City Bond integration * `App` Enhanced media deletion confirmation and sorting functionality * `Web Components` Improved sale and subscription badge text display * `Web Components` Enhanced subscriber pricing visibility in account subscription details ## Bug Fixes * `App` Fixed inventory holds not updating correctly on quantity changes * `App` Resolved subscriber pricing issue during manual order creation * `App` Out of stock notices now take precedence over members-only notices * `Web Components` Corrected inventory holds calculations preventing cart overselling * `Web Components` Product image display in command palette search ## Pick & Mix Subscriptions Introduced flexible pick-and-mix subscriptions with dynamic pricing, allowing customers to create custom subscription boxes. ## Product Enhancements Added support for open graph images and bottle labels (front and back) on products for better social sharing and branding. ## Full Product Component Added comprehensive single product support to web components with full-page display options. ## Improvements * `App` Enhanced empty state buttons with better visual feedback * `App` Improved test and demo data generation for better development experience * `Web Components` Updated product component styling with better image dimensions and positioning * `App` Added EORI and AWRS number support for compliance requirements * `Web Components` Enhanced subscriber badge display and member pricing visibility * `Web Components` Subscription and sale pricing display improvements * `Web Components` Improved sale/subscription badge text display ## Bug Fixes * `App` Fixed notifications reshowing issue when polling for updates * `Web Components` Resolved product image sizing and positioning issues * `Web Components` Corrected product description HTML rendering * `Web Components` Fixed subscriber only notice taking precedence over out of stock notice * `Web Components` Fixed product image dimensions ## Cache Clearing for CMS Added flow for cache clearing operations in CMS for more responsive content management. ## Product Tag Autocomplete Implemented autocomplete functionality for product tags, streamlining the tagging process. ## Enhanced Customer Filtering Improved customer and subscription filters with multiple selection options for better data management. ## Member Pricing Display Added member pricing display improvements to web components for better pricing visibility. ## Bug Fixes * `App` Fixed dependency conflicts and trailing whitespace issues in API controllers * `App` Fixed effective pricing calculations in DiscountManager for subscriber customers * `Web Components` Fixed product title positioning issues ## Add to Cart Component Introduced a new reusable add-to-cart button component with redirect functionality, making it easier to integrate shopping features across different parts of your application. ## Improvements * `Web Components` Added subscription pricing frequency display options to web components. ## Bug Fixes * `App` Fixed product component to properly handle required product IDs * `App` Resolved missing fields in product editing component * `App` Fixed customer payment method update errors * `App` Corrected tags autocomplete styling issues * `Web Components` Fixed product loading div sizing and image display issues ## Bug Fixes * `App` Capitalise billing and shipping names when creating a new order * `App` Fixed UK postcode validation * `App` Fixed spacing bug on the notification page * `App` London City Bond Integration: Fixed LCB delivery update not updating order status