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Core v1.1.3 · Modules v0.1.0 (Beta)

Released 2026-06-12.

ClientVerse splits into a Core + Modules architecture. The Modules managed package debuts as the home for premium, feature-flagged capabilities that layer on Core, arriving with a generic export framework, expanded BD analytics, and data-quality monitoring.

Highlights

  • The ClientVerse Modules managed package debuted (v0.1.0 Beta) — a namespace-safe home for premium add-on capabilities that build on Core. (#161, #171)
  • The codebase moved to a monorepo (packages/core + packages/modules) so Core and Modules can be versioned and shipped together. (#161, #162)

New

  • A generic Export Data framework lets users export any object's data, exposed as a reusable CV Export feature. (#149, #172)
  • AI Actions gained parameterized query support, so Flows and agents can run dynamic, safe queries. (#157)
  • A Related Tree Grid view shows hierarchical related records inline. (#140)
  • Business Development analytics expanded with practice-penetration reporting and opportunity win/loss capture. (#183, #126, #148)
  • Data Quality Monitoring and record-consistency automations help CV Admin catch and correct data issues. (#134, #128)

Improvements

  • Page layouts and record pages were normalized to one per object per record type, and object metadata (descriptions, labels) was cleaned up across the package. (#177, #169, #176)
  • Lifecycle fields were added to the Wall object. (#180)

Fixes

  • Recent Classification Tags no longer show stale results after a save — the tag cache now refreshes immediately. (#188)

Security & Compliance

  • Extraneous permission sets were removed to tighten the package's security model. (#170)

Admin & Configuration

  • A CV Admin Setup Checklist with a dynamic seed-data framework streamlines new-org configuration. (#190)