• Trust CRM
CRM
  • Dashboard
  • Clients
  • Deals
  • Activities
  • Reports
Workspace
  • Mail
  • Calendar
System
  • Settings
  • Changelog
UI
  • Feedback
  • Localization
  • Form
  • Sidebar form
Components
  • Actions
  • Tabs
  • Inputs
  • Pickers
  • Date & time

Changelog

What changed in each release.

  1. v0.13.1September 17, 2026Latest

    Two dates and amounts that stayed behind

    Two places were still formatted for the previous language after everything else had moved to English.

    • Fixed
      Dates on this page

      Every release here showed its date in the old language's format. They now read the same way dates do everywhere else in the app.

    • Fixed
      A reference page's money field

      On the number-field page, the row labelled as dollars was still displaying yen. The label and the field agree again.

  2. v0.13.0September 17, 2026

    The app is in English

    Every screen, every sample record and every format is English now, with amounts in dollars. The words were written rather than translated, so the copy reads as English rather than as Japanese in English clothing.

    • Improved
      The interface

      Every screen, label and message. The mail app's threads were written again from scratch as English business mail rather than translated, because a translated one reads like a form letter.

    • Improved
      Amounts in dollars

      Figures are grouped as K, M and B. The relationships between the totals, the weighted forecast, the win rate and attainment all hold exactly as before, and every account balance still equals the sum of its holdings.

    • Improved
      Sample clients and accounts

      The account types and the two brokers were specific to one country and have no equivalent here, so they became generic types and two invented firms. Each of the twelve sample clients keeps the situation they had, so the numbers still tell a consistent story.

    • Improved
      Dates, times and sorting

      A 12-hour clock, US date order, and the client list sorted by name. Saved list preferences return to their defaults once, because the sort they referred to has a new name.

    • Fixed
      Revenue against target

      The chart's scale was left over from the previous currency, which flattened all eight months into a line along the bottom. It now fits the figures, so the month that went ahead of plan is visible again.

    • Fixed
      Sample contact details

      Client email addresses and phone numbers still followed the old country's conventions next to US cities, and two clients were listed in the wrong state.

    • Fixed
      Integration names in settings

      Two of the integration switches still named the brokers the sample data had already stopped using.

  3. v0.12.0September 17, 2026

    The project is now yCrmTemplate

    This project continues as a CRM template. Nothing about the screens changes.

    • Improved
      The name

      The page titles and the sidebar now read yCrmTemplate. Integration settings created under the old name keep working.

    • Fixed
      A sample email address

      Our own staff addresses carried the product's domain. They now use the organization's.

  4. v0.11.0September 17, 2026

    The dashboard has been rebuilt

    Every card on the home screen was rebuilt. The title bar and the content now sit on two separate surfaces, and the revenue chart is a line, so the gap against plan is legible at a glance.

    • Improved
      How a card is built

      A title band, and the content set into a panel one step below it. Nine cards had nine header shapes and nine kinds of bar chart between them; they now share one.

    • Improved
      Revenue against target

      Bars became two lines, so actual and plan are read against each other directly — which month went ahead of plan, and how far the gap opened after it. The chart gained a labelled money axis and a legend.

    • Improved
      From a card to its screen

      Six cards now link from their top-right corner straight to the screen that owns their content.

    • Fixed
      Names in Customize

      What a card was called in the Customize list did not match the card's own title.

  5. v0.10.0September 16, 2026

    Component reference pages

    Pages showing the real buttons, tabs, inputs, pickers and date controls, one folder per family. Two accessibility and navigation bugs are fixed alongside them.

    • New
      Component reference

      Seventeen pages across five families. Tabs at the top of each page move between the parts, and every size, state and format can be tried on the spot.

    • New
      The pickers' contract

      One page that puts every selection control on the same data, so you can confirm they behave and float the same way. It also lists which parts are built and which are reserved.

    • Fixed
      Screen-reader labels

      On the client list and the client detail, the horizontal scroll arrows were announced with a mix of two languages.

    • Fixed
      Where the nav thinks you are

      A row that jumps to the first page of a section did not light up in the sidebar once you were on that page. The row for where you are now lights up.

    • Fixed
      Shortcuts inside a dialog

      Keyboard shortcuts sometimes did nothing while a dialog was open. They now arrive wherever you are on the screen.

  6. v0.9.0September 16, 2026

    Form and localization reference pages

    A form reference page, and a localization page that switches one screen between three languages. The client list gained pagination, and the header's language panel now reports what is actually true.

    • New
      The form reference

      Defaults and reset, single-field and cross-field validation, disabled and read-only, nesting and arrays, conditional fields, and an async submit that can fail. Six independent forms, plus a narrow side-panel version on its own page.

    • New
      The localization reference

      One screen, switched whole between three languages. One language is the source and its keys are the type, so a missing translation stops at the type check rather than in production.

    • New
      Pagination on the client list

      A count, a page-size picker and a pager at the foot of the list. Changing the search, a filter or the sort returns you to page one.

    • Fixed
      The language panel

      Picking another language moved a checkmark and left every word as it was. It now states the fact plainly and keeps only the link to the localization example.

    • Fixed
      Field sizes

      The select, date, time and numeric fields kept the engine's own heights at the small and large sizes. Five fields now share one ladder (28 / 32 / 36), and the disabled border and the icon-bearing options line up with it.

  7. v0.8.0September 16, 2026

    The UI reference section

    A section where you can see how the parts actually look and behave. The first page is feedback: alerts, toasts, loading and empty states. Heading sizes and page descriptions were revised at the same time.

    • New
      The UI section

      Pages showing the real parts, placed last in the nav. It grows one page per design law.

    • New
      The feedback reference

      Five tones, alerts and toasts, loading states, two kinds of empty state, and a failed fetch with a retry — all in this product's own words. The failure and the retry can be triggered there.

    • Fixed
      Page heading sizes

      The description under a page title was larger than body text and the same size as a card title. It now matches body text.

    • Improved
      One sentence per page description

      Restatements of the card names below and explanations of what the screen already shows are gone. What remains is what you cannot read off the screen.

    • Improved
      The notification panel's header

      It now matches the shape the language panel uses.

  8. v0.7.0September 15, 2026

    The settings screen

    Everything a real deployment has to decide, on one screen: organization details, display formats, integrations, notifications, and the option sets. Storing the values waits for a real data source.

    • New
      The settings screen

      One card per section, and each card commits to one meaning of applied — text fields save on a button, switches take effect immediately. Every row's description says what would happen.

    • New
      The option sets, listed

      Client status, risk tolerance, account type, document categories and the broker's contact status. Some are still provisional, so for now they are read-only.

    • New
      Reset the demo

      Drop what you touched in the app — stars, memos, accounts and contact entries you added, and every read or archive in the mailbox — and return to the starting state.

    • Improved
      Settings in two places, not everywhere

      Theme and colour in the header's Appearance drawer, business configuration on the settings screen. No value is editable in both. A System section joins the nav.

  9. v0.6.0September 15, 2026

    A login screen

    The way into the system. The header dropped its outbound links and keeps only what the work needs.

    • New
      The login screen

      A brand panel on the left, the form on the right. Email and password validation works, but this mock does not authenticate: it continues to the dashboard. Sign out in the account menu brings you back here.

    • Improved
      A tidier header

      The GitHub and X links are gone. What remains is language, theme, notifications and the account menu.

  10. v0.5.0September 15, 2026

    The client detail

    The client list now opens into a client. Assets, goals, documents and the contact log are separate tabs, and you can walk the whole path from linking an account to seeing the assets appear. The clients themselves became individual wealth clients.

    • New
      The client detail, in five tabs

      Overview, assets, goals, documents, contact log. Each tab has its own URL, so a link opens the same tab and a reload does not send you back to the first one.

    • New
      Adding an account

      Save an institution and a link ID and the link starts. Until a balance comes back the account reads as linking, and it contributes nothing to total assets or unrealized P/L. Only the last four characters of the link ID are shown.

    • New
      Goals, documents, contact log

      Goals are grouped into Needs, Wants and Wishes, and are read-only because they come from the planning system. Documents accept uploads in some categories and not others. The contact log shows the broker's contact status, and the reason when it could not be reached.

    • Improved
      Clients became individual wealth clients

      Total assets, unrealized P/L, risk tolerance, household, annual income and spending — the fields an individual client actually has. The asset figures are computed from linked accounts only.

    • Fixed
      Date pickers

      The weekday row, the month and year dropdowns and the typeable field all follow one shared locale instead of the browser's, so a calendar rendered in the page and one in a popover cannot differ.

  11. v0.4.0September 15, 2026

    Mail

    Read client mail inside the CRM and answer it there. Inbox, drafts, sent, archive and trash, filled with sample threads tied to real clients and deals.

    • New
      The mail screen

      Boxes and labels on the left, the list in the middle, the message on the right. Each of the three scrolls inside itself, so the page never moves. A thread opens its latest message and keeps the earlier ones collapsed.

    • New
      Reply, forward, drafts

      Reply, reply all, forward and compose all send from the same dialog. The quoted text arrives in the form every desktop mail client writes, and half-written mail saves to drafts.

    • New
      Keyboard only

      J and K move, E archives, S stars, R replies, C composes, / searches. Acting on a message opens the next one, so you keep going without returning to the list.

    • New
      Everything is reversible

      Archive and delete can be undone from the notification, and each thread goes back to the box it came from — including one deleted permanently from the trash.

  12. v0.3.1September 14, 2026

    No more sideways scrolling

    On wide screens like the deals board, the whole page slid sideways instead of the board, taking the pinned header with it.

    • Fixed
      The page holds still

      A flex child will not shrink below its content's minimum width by default, and the wrapper holding the whole page was hitting exactly that — so the width of a region that was supposed to scroll inside itself became the width of the page. The wrapper now fits the width it is given, and wide regions each scroll within themselves.

  13. v0.3.0September 10, 2026

    The interface in Japanese

    Every screen, every mock record and every format switched to Japanese. Not translated but rewritten in the vocabulary a sales team actually uses, with amounts in yen and dates and times to Japanese convention.

    • Improved
      One sales vocabulary

      A single glossary, so the same concept does not go by a different word from one screen to the next.

    • Improved
      Amounts in yen

      Grouped in ten-thousands and hundred-millions the way Japanese figures are written. The relationships between totals, weighted forecast, win rate and attainment held as before.

    • Improved
      Dates and times

      A 24-hour clock, weeks starting Sunday, and the Japanese weekday row, applied across every calendar view.

    • Improved
      How the type renders

      The font order was rearranged so kanji render in Japanese forms rather than picking up Simplified stroke shapes.

    • Fixed
      A contradictory message

      One mock action had a heading that read as success above body text saying it was disabled.

  14. v0.2.0September 10, 2026

    The CRM and the calendar

    The core screens: a rearrangeable dashboard, clients, the pipeline board, the deal detail, reports and a team calendar. All six run on mock data, so pointing them at an API is what switches them to real records.

    • New
      The CRM dashboard

      Nine widgets: pipeline, new leads, win rate, revenue against target, the funnel by stage, top deals, lead sources, the team leaderboard and upcoming activities. Drag to rearrange, drag a corner to resize, and Customize to show or hide.

    • New
      Clients

      Clients as cards, or as a sortable list. The list shows segment, account standing, annual value and owner.

    • New
      Deals

      The open pipeline as a board, a column per stage. Moving a card moves the column totals and the weighted forecast with it, and opening a deal shows its activity, its primary contact and how far through the stages it is.

    • New
      Activities and reports

      Open calls, meetings, emails and tasks, grouped by the day they are due. Reports review the quarter: closed won by rep, funnel conversion, deals created against deals won, and why deals were lost.

    • New
      The team calendar

      Month, week, day, year and agenda. Drag to move an event, filter by person, and add or edit in one dialog.

    • Improved
      Wide screens

      Pages holding a board or a wide table can now drop the max-width cap. All five pipeline stages fit at once, and the last column no longer hides under the scrollbar.

    • Improved
      Scaffolding removed

      The template's demo pages and sample parts are gone. The page-class component kits they were demonstrating all remain.

  15. v0.1.0September 10, 2026

    The foundation

    Created from yTemplate as the shared base for a CRM front end. The app shell, the theme settings and the page-class component kits are the inheritance; this release only renamed things and moved the port. There are no CRM screens yet.

    • New
      Initial setup

      yTemplate's stack, stood up under this project's name. Not yet part of the project matrix; GitHub is used for version control only.