Changelog

What's new

A running log of improvements, new features, and fixes to Claim Core.

v1.9

Let your shoppers raise claims & make the page your own

Added

  • + Consumer claims page: let shoppers raise a claim themselves from a branded link — no account needed. They find their order by order number plus the postcode or email on it, pick the item and what went wrong, and get a reference back
  • + Each brand gets its own shareable link for the page, shown on the brand screen; it also works on your custom domain
  • + Brand users are notified when a shopper raises a claim, and can email the outcome back to the shopper in your brand's voice once it's decided
  • + Per-brand page configuration (org admins): set the page headline and intro, choose which details a shopper must enter (postcode and/or email) and how many, all with a live inline preview of what shoppers see
  • + Per-brand logo and colour: give each brand's consumer page and portal its own logo and accent colour, with readable button contrast applied automatically
  • + "Your tailored plan" panel on Billing for custom-plan customers: confirm your agreed price, billing method, and exactly what's included

Improved

  • One screen to manage a brand's consumer page — wording, required details, logo, colour and the shareable link — with the preview alongside
  • Brand logo and colour changes are now recorded in the audit trail

Fixed

  • · Paid-plan features now activate only once payment is confirmed, so a selected plan and an active subscription can no longer drift apart

v1.8

In-app support tickets, Helm v7 integration, session security & auto sign-out

Added

  • + In-app support tickets: raise a ticket about Claim Core itself from either side of the app, with categories (account/access, claim issue, reporting, integration, billing, bug, other), priorities, statuses, and a separate reply thread per ticket
  • + Up to 5 attachments per support ticket (10 MB each), with a styled file picker and per-file remove
  • + Email notifications for support tickets: each event copies the configured Claim Core support inbox and, for brand-raised tickets, the 3PL's admins and ops staff
  • + Internal staff notes on tickets: hidden from the brand portal, visible to 3PL staff and Claim Core admins
  • + Automatic sign-out after inactivity: 30 minutes for 3PL users, 15 for brand users, 12-hour absolute cap on every session
  • + Step-up re-auth for sensitive actions (billing, plan changes, team management) — a recent password prompt instead of a full sign-out
  • + "Remember this device" option that keeps your browser trusted for 30 days, skipping step-up prompts
  • + Helm v7 integration: install via the TDC Partners app store, no manual credential paste — the install handshake provisions the connection end to end
  • + Soft-delete a claim from the detail page (org admin only) — the row vanishes from lists and reports but the audit trail is preserved
  • + Brand → Helm fulfilment-client mapping: order search now scopes by client id so an org with multiple brands in one Helm tenant can't cross-leak results
  • + Richer billing page: usage-capacity panel with monthly cap, current usage, and remaining headroom; monthly/annual toggle on the plan grid

Improved

  • Paste-into-search now works on every list page, not just the create form. Order references pasted from emails, PDFs, and spreadsheets — zero-width spaces, en/em dashes and all — match the same way typing them does
  • Billing page reshuffled: plans grid lifted to the top, redundant "current plan" card retired
  • Order-reference matching is now consistent across Helm v3.6, Helm v7 and Voila by sharing the same scrub pass on both the query and stored values

Fixed

  • · Helm v7 install callback no longer 500s on encrypted state with a product variant in the query string
  • · Helm v7 / Voila installs no longer redirect through the legacy v3.6 tenant subdomain
  • · Helm install success page now gates on auth instead of showing a misleading "connected" state for signed-out visitors
  • · File uploads (claim evidence, support attachments) no longer fail when the storage path approaches its length limit
  • · Subscription checkout pages now load without a Content-Security-Policy block
  • · Subscription checkout failures now surface the specific error message returned during checkout instead of a generic banner

v1.7

Search-as-you-type, structured claim sidebar, deeper Helm integration

Added

  • + Search-as-you-type order picker on the staff claim form: substring matches across order reference, customer name, postcode, tracking code, and Helm internal id
  • + Helm v3.6 integration fully wired: install the app, paste a Supervisor user's credentials, search any order in your tenant from the claim form
  • + Customer panel on the claim detail page: name, email, phone, plus a count of prior claims from the same customer (matched by email or postcode)
  • + Shipping address panel pulled from the WMS order
  • + Tracking & fulfilment panel: carrier, tracking number, status, picker, packer, dispatcher, proof of delivery, pack-station video (when available)
  • + "Rest of the order" panel showing lines on the original WMS order that aren't being claimed
  • + "Prior claims for this order" panel with coloured status badges and links to past decisions
  • + Five new claim types: Wrong item, Late delivery, Quality issue, Packaging damaged, Lost in transit
  • + Helm integration diagnostic page in the platform admin: credentials check, scan trace, one-click order-reference field backfill

Improved

  • Unit values display as 2 decimal places instead of 4
  • Claim line items pre-populate from the WMS order on claim creation
  • Sidebar panels now show every field with N/A fallbacks rather than disappearing when a field is empty
  • WMS enrichment is auto-fetched on claim creation so the detail page has tracking and customer info on first render
  • Order search now uses substring match across multiple fields, replacing the previous exact-match lookup

Fixed

  • · 500 error on claim submission when the pricing-enrichment path fired
  • · Helm webhook payloads weren't extracting any fields because of an envelope-wrapping change on the sender side
  • · Misleading "No WMS reference matched" message that showed even when WMS data was successfully fetched
  • · Tracking section on the claim detail page no longer displays a raw Python dict

v1.6

White-label portal, self-serve billing, Packeye, and platform admin

Added

  • + White-label brand portal: your business name, logo, primary colour, and support email applied across the portal and emails
  • + Custom domains for the brand portal: point a CNAME at Claim Core and we register the domain and provision SSL automatically
  • + Self-serve billing: plan upgrades and a customer portal for managing payment details, with subscription state kept live in sync
  • + Pack-station video on the claim: when Helm WMS has a recording for the order, watch it inline in the workbench
  • + Multiple WMS integrations per organisation, mapped per brand, so you can operate brands across more than one warehouse
  • + Org admins can "View as a brand" to see exactly what a brand sees in the portal
  • + Custom AI policy: write your own decisioning rules for AI Review instead of picking a preset
  • + Polished signup and onboarding flow with plan recommendation

Improved

  • Transactional emails redesigned: clearer hierarchy, friendlier copy, branding-aware logo and accent colour
  • In-iframe disconnect button on the embedded Helm dashboard
  • Helm webhook ingest is more lenient: it now handles array payloads and works without a signing secret
  • Manual claim form surfaces validation errors instead of silently failing

Fixed

  • · Invitation emails silently failing. Failures now surface inline in the UI
  • · Em-dashes throughout the product replaced with clearer punctuation

v1.5

Reporting suite, automation rules, and documentation

Added

  • + Full reporting suite: Claims Overview, Financial Summary, Courier Performance, and Brand Report
  • + CSV exports on all reports and raw claims data (up to 10,000 rows)
  • + Scheduled reports: delivered by email on a daily, weekly, or monthly schedule
  • + Automation rules: auto-accept or auto-reject claims matching configurable criteria
  • + Documentation section at /docs/
  • + Changelog page

Improved

  • Claim detail view: separated internal notes and brand comments into distinct tabs
  • Claim header now shows claim type badges and financial totals at a glance
  • Timeline entries now show a clear [Internal] label for non-public notes

Fixed

  • · Reporting namespace not registering on server restart
  • · CSV exporter using incorrect get_full_name() attribute on custom User model

v1.4

Claim reopening, portal improvements, and UI redesign

Added

  • + Claim reopening: Organisation Admins can reopen accepted or rejected claims
  • + Escalated status: a new intermediate status for claims requiring senior sign-off
  • + Bulk claim actions: accept, reject, or change status on multiple claims at once
  • + Brand portal claim detail view with status history and comments

Improved

  • Full UI redesign with Tailwind CSS: cleaner, faster, and more consistent across all pages
  • Dashboard redesigned with rich stat cards and recent activity feed
  • Claim list now shows SLA status inline with colour-coded indicators

Fixed

  • · HTTPS detection behind the production load balancer no longer falls back to HTTP
  • · Database migrations not running at startup in production