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Ranlanka CRM documentation — pre-release, subject to change.
Changelog2026-09-12

2026-09-12

  • Customer Onboarding Passport Pre-Verification & Auto-Store:

    • 3-Way Pre-Verification Check: Upgraded Step 1 of Customer Onboarding to require NIC Number, Passport Number, and Primary Phone before customer profile creation unlocks.
    • Multi-Field Duplicate Lookup (/api/v1/customers/check-duplicate): Backend now checks against existing customers across primary passport, dual passport, NIC, and primary phone, returning precise match context (matchedOn: 'passportNumber').
    • Identity Locking & Form Pre-Filling: Verified identity fields (NIC, Passport Number, Primary Phone) are locked and disabled once verified (disabled={true}). The passport number is automatically prefilled and disabled across subsequent customer profile and passport detail filling steps.
    • Global Search Extension: CustomerRepository.globalSearch now searches across both primary and dual passport numbers in real time.
  • Invoice Settlement & Finalisation Guarantee (is_finalised):

    • Strict Commercial Invariant: Visas and flight bookings are only confirmed as finalized (is_finalised = true with a green checkmark) when operational fulfillment is completed and all linked single or group invoices are completely settled (status == PAID).
    • Bidirectional Invoicing Sync (syncFinalizationForInvoice): Creating an unpaid invoice immediately revokes finalized status, while settling payment via receipt automatically marks linked flight and visa requests as finalized.
  • Staff Utilities Interactive Drag & Drop:

    • Drag-and-Drop Dropzone: Added native drag-and-drop file upload to the Staff Utilities & Templates Hub modal with real-time visual feedback, automatic clean title generation, format validation (Word, PDF, Excel, images up to 25MB), and 1-click removal.
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