Teamleader Focus

Security

• Removed public $companyId, $dealId, and $userId properties from the Formie integration class — these held per-submission state and could risk cross-submission data leakage if Formie hydrated an integration from a stored representation. IDs are now scoped to local variables in sendPayload() and passed as parameters to _prepPayload(). (#14)

Added

• Added "Update custom fields partially" option for Contacts to partially update their custom fields. (#24) - Thanks @ishetnogferre
• Added "Update custom fields partially" option for Companies to partially update their custom fields. (#24) - Thanks @ishetnogferre

Fixed

• Fixed sendPayload() and fetchFormSettings() catching only yii\base\Exception, letting \RuntimeException, GuzzleHttp network errors, and IdentityProviderException propagate uncaught. Catches now broaden to \Exception|\Error and route through Formie's normal error handling. (#13)
• Fixed _prepPayload() unconditionally overwriting the mapped deal title with the static dealTitle setting. Mapped form values are now respected; the static setting is the fallback when the mapped value is empty. (#18)
• Fixed _fetchCustomFields() crashing when the API response omits the data key (e.g. 204 responses, partial errors). (#20)
• Fixed companies error logs encoding $contactValues instead of $companyValues, making company-related API failures impossible to debug. (#20)
• Fixed getCurrencyOptions() making a live API call on every CP page render. Now cached for 24h on success only — API failures fall back to defaults without polluting the cache. (#21)
• Fixed contacts.linkToCompany failing with "already linked" when the contact is already attached to the company. Now checks companies.info related_contacts first and skips the link call when the contact is already present. (#22) - Thanks @ishetnogferre
• Fixed companies.info includes parameter on the already-linked check being sent as a JSON array instead of the documented comma-separated string. Teamleader would not have returned the related_contacts sideload, silently re-introducing the "already linked" error from #22. Now sent as a string.

Changed

• Removed declare(strict_types=1) from TeamleaderFocusRefreshTokenGrant per Craft CMS plugin conventions. (#12)
• Extracted API_BASE_URL to a public const on the auth client class. Integration class and OAuth provider now reference the single source of truth. (#21)
• Added defineRules() to the Formie integration: dealTitle is required when mapToDeals is enabled; defaultCurrency is validated as a 3-char string. Existing saved integrations with mapToDeals=true and an empty dealTitle will fail validation on next save in the CP. (#21)
• Loosened composer PHP constraint from ^8.2.0 to ^8.2. (#21)
• Section headers, @author annotations, and PSR-12 formatting brought in line with Craft CMS plugin conventions across the codebase. (#16, #17, #19)
• New option "Update custom fields partially" for Contacts and Companies is enabled by default. Existing integrations will switch from full-collection replacement to partial updates on next form submission after upgrade. (#24)

Fixed

• Fixed country field only accepting labels (e.g., "Belgium") — now also accepts ISO codes (e.g., "BE") from prefilled dropdowns, with case-insensitive matching. (#8) - Thanks @ishetnogferre
• Fixed tags field only accepting arrays — now also normalizes comma-, semicolon-, and pipe-separated strings from hidden fields. (#10) - Thanks @ishetnogferre
• Fixed empty values in tag arrays not being filtered out, matching the string path behavior.
• Fixed VatHelper::formatVatNumber() stripping letters from non-Belgian EU VAT numbers (FR, NL, IE, ES, etc.) and applying Belgian-specific dot formatting. Now validates against per-country EU patterns and outputs raw alphanumeric format as expected by the Teamleader Focus API.
• Fixed IdentityProviderException being thrown with an empty error message in OAuth client checkResponse.

Changed

• Removed unused $options parameter from _prepPayload() and dead $options variable in sendPayload().
• Added explicit private visibility to OAuth/API URL constants in auth client (PHP 8.2).
• Removed unused static $plugin property from main plugin class — use inherited ::getInstance() instead.

Added

• Added "Tags" integration field for Contacts
• Added "Tags" integration field for Companies
• Added "Append Tags" option for Contacts to preserve existing tags during updates (uses contacts.tag endpoint)
• Added "Append Tags" option for Companies to preserve existing tags during updates (uses companies.tag endpoint)
• Added "Remarks" integration field for Contacts
• Added "Remarks" integration field for Companies
• Added "Summary" integration field for Deals
• Added fax field mapping for both contacts and companies.
• Added currency field mapping for deals - allows mapping currency from a form field.
• Added Default Currency setting for deals - configurable fallback when currency is not mapped from a form field.
• Added CurrencyHelper class for formatting currency options from Teamleader Focus API.
• Added Client Type custom Formie field for B2B/B2C workflow differentiation.
• B2B (Company) requests create contact + company + deal with linking.
• B2C (Client) requests create contact + deal only, skipping company creation.
• Field displays as radio buttons with configurable labels and default value.
• Added ClientTypeHelper for detecting client type from form submissions.

Changed

• Renamed Deals "Extra Information" field to "Summary" with correct API handle

Fixed

• Fixed Deals field using incorrect API handle remarks instead of summary
• Fixed linkToCompany toggle having no effect - contacts are now properly linked to companies via the contacts.linkToCompany API endpoint when both entities exist and the setting is enabled.
• Removed mobile_phone field from companies mapping - Teamleader Focus API only supports phone and fax for companies.

Fixed

• Fixed custom fields not being sent in the correct API format (now properly structured as custom_fields array)
• Fixed contact_person_id sending empty string instead of being omitted when not applicable
• Fixed contact_person_id now only included when customer is a company and a contact person exists
• Fixed mobile phone type using 'phone' instead of 'mobile' for the telephone type
• Removed context from API payload (internal use only, not an API field)

Added

• Added "Remarks" integration field for creating remarks via forms
• Added "estimated_value" integration field for pushing amounts to Teamleader Focus

Changed

• Refactored VAT number formatting into a reusable helper function
• Made email on companies optional to match Teamleader Focus API Specs

Fixed

• Fixed context filters not properly limiting API field results
• Fixed custom fields not saving correctly to Teamleader Focus
• Fixed address generation not conforming to Teamleader Focus API specs
• Fixed mobile_phone mapping incorrectly unsetting phone instead of mobile_phone
• Fixed PHPStan return type in VatHelper::formatVatNumber()

Fixed

• Fixed the path of the icon-mask to teamleader, using an alias looks to the namespace, not the folder structure or plugin handle

Fixed

• Fixed the template path of the settings templates to teamleader-focus as the plugin had to be renamed

• Initial Release