Release v1.26.26 - v1.26.49

this article highlights new features, important fixes, and improvements made across januscrm and related internal tools — including payment workflows, lead handling, wage calculations, ai powered reporting, and user interface clean up across multiple modules 🔧 bug fixes ✅ client payment approval button – clearer status colors ticket js 2270 users were previously confused when a payment approval request was “sent” but not yet approved or rejected — the button color resembled the “rejected” state now displays yellow/orange (#dd6b20) when the email has been sent and is awaiting client action once a response is received, the status will update to green (approved) or red (rejected) backend now supports an undefined/null status in the database to correctly represent “pending” states ✅ zip code autofill logic removed from forms ticket js 2257 the system used to auto fill city/state fields when users entered a zip code, but this caused frequent mismatches and bugs all zip code lookup logic, api routes, and frontend hooks have now been disabled and removed forms will rely only on user input for address fields moving forward ✅ one time payment form – initialization & retry fixes ticket js 2264 the payment form now properly assigns the default purpose = initial cost and anet account = ocmi when triggered from the sales tab if the charge fails, a new form will be sent automatically for resubmission the system replaces the old card with the newly submitted one, maintaining the correct payment configuration ✅ notes cleanup – removed ‘ignored’ tab ticket js 2266 the notes section previously had a third tab labeled "ignored" that caused confusion this tab has been removed all notes now appear under relevant categories for better clarity ✅ employee list default view ticket js 2232 users accessing the employees tab in enrollment will now see only active employees by default previously showed all statuses, which made it harder to focus on pending onboardings ✅ mapped dropdowns – sorted alphabetically ticket js 2263 statuses, sources, brokers, and follow up sources on the leads dashboard are now sorted alphabetically by label for easier navigation and cleaner ux ✅ covid 19 separation reason label fix ticket js 2129 updated the displayed value to covid 19 layoff for separation notices using this reason, improving how data is interpreted in downstream systems 🌟 new features 📋 improved one time payment workflow for sales tab ticket js 2264 when sent from an active quote on the sales tab, the form now enforces purpose initial cost anet account ocmi failed charges trigger a new form and replace the previously submitted card on retry the workflow improves internal consistency and supports better collection during onboarding 📌 manual lead creation – service tier no longer overridden ticket js 2231 previously, when users manually created a lead card, the system overwrote their selected service tier with “express ” now, any value entered for customer service tier is preserved as intended 💳 last four digits added to payment profile notification ticket js 2200 when a new credit card is added to a client profile, the notification email now includes the last four digits for confirmation and easier identification 📝 new separation notice termination options ticket js 2129 added “involuntary” and “other” to the list of termination reasons for cornerstone clients submitting separation notices when selected, the form now prepends the note value with the reason (e g , “other–terminated due to attendance issues” ) ✅ client payment approvals require reason + logging ticket js 2186 when a user approves or rejects a client payment a confirmation modal prompts the user to choose a predefined reason or enter a custom note the last approval/rejection action is now shown in a tooltip for auditing and visibility 📊 ai agent reporting tool + payroll status definitions ticket js 2215 added automated reporting support using internal ai agents introduced a new route for processing inactivity directly via api sql reports now parse column names more reliably documentation was expanded to clarify merchant payments vs declined vs pending approval define how pending statuses appear in payroll reports improve system prompt clarity when using the report assistant 🧠 knowledge base articles updated or in progress 🆕 one time payment workflow via sales tab 🆕 manual lead creation – service tier override prevention these updates are now live in januscrm if you have any questions or notice anything unexpected, please reach out to the product team or it help desk for assistance