Changelog, Roadmap & Progress

Revenue Engine AI — Version History, Progress & Roadmap

Revenue Engine AI is a sales intelligence dashboard extension for SuiteCRM 7.x, built by Zybroz. Its goal is to transform raw SuiteCRM data into an executive-grade analytics command centre — giving sales managers, VPs, and reps real-time pipeline visibility, automated risk detection, and AI-powered coaching insights, without requiring a BI analyst, schema changes, or an enterprise SaaS contract.

This document covers the product’s version history, development phases, and planned roadmap. It is intended to provide transparency into what has been built, when, and what is coming next.

Current Version

What the Product Does

Revenue Engine AI installs inside SuiteCRM via the standard Module Loader (5-minute installation). It reads your existing CRM data — opportunities, users, activities, quotes, security groups — and presents it through 13 pre-built dashboard views covering every angle of sales performance:

• Revenue Command Center — 6 KPI tiles, AI-generated pipeline narrative, 9 live risk signals, velocity trend chart
• Pipeline Health — stage distribution, overdue deals, pipeline coverage ratio, CSV export
• Team Leaderboard — multi-factor rep ranking with sort, filter, paginate (10/page), CSV export
• Activity vs Revenue — scatter plot showing efficiency quadrants across the team
• Risk Radar — stalled deal detection (14+ days), rep inactivity flags (7+ days)
• Rep Deep Dive — individual rep coaching profile with Performance Index and deal list
• My Pipeline — personal risk-sorted deal view for reps (Red/Amber/Yellow close-date badges)
• Revenue Realization — Quote → Order → Invoice → Cash funnel with leakage identification
• Conversion Flow — lead-to-revenue funnel with per-rep conversion table
• Performance Index — composite score (Revenue 40% + Conversion 30% + Activity 20% − Risk 10%)
• Account Intelligence — top 12 accounts, concentration risk alert, account-level KPIs
• Forecast Accuracy Tracker — save and compare forecast snapshots over time
• Data Audit & Diagnostics — admin-only view comparing DB records vs dashboard metrics

Version History

v1.7.2 — 2026-04-26 · Reporting Framework

• PDF export (A4 landscape via jsPDF + html2canvas) added to all dashboard views
• PNG export (2× DPI via html2canvas) for high-resolution screenshots
• CSV export for Team Leaderboard (all reps, all pages) and Pipeline Health (all deals)
• ReportToolbar enabled in header, auto-hidden on Settings and Audit views
• Build pipeline updated to handle Vite split chunks for PDF/PNG libraries on shared hosting

v1.7.1 — 2026-04-26 · Dark Mode

• Moon/Sun toggle in the dashboard header; persists to localStorage
• Comprehensive .reai-dark CSS palette covering all UI components: sidebar, header, cards, tables, badges, charts, modals, scrollbar
• Settings dark mode toggle stays in sync via custom browser event

v1.6.7 — 2026-04-26 · Uninstall & Navigation Hardening

• Triple-layer uninstall cleanup: blank source files → strip compiled file entries → Quick Repair & Rebuild
• ALL nav menu compiled fallbacks added to post-install hook (Language + Menus Extension files)
• Fixed bare return in compiled Menus Extension that was breaking other plugins’ nav registrations
• AI Configuration accordion moved to left column in Settings

v1.6.6 — 2026-04-26 · RBAC Settings Tier Gating

• 3-tier Settings access: Admin (full), Manager (read-only on sensitive sections), Basic (view preferences only)
• TieredAccordion component wraps all 10 Settings sections with appropriate lock states
• Role Permissions Panel — admin UI to map ACL roles to settings access tiers
• Settings tier injected server-side via window.__REAI_USER.settings_tier

v1.6.5 — 2026-04-25 · Currency Fix

• Fixed currency symbol SQL regression from v1.6.4 (removed invalid WHERE is_default=1 query against SuiteCRM 7.x currencies table)
• Extracted REAI_VERSION constant in React — single source of truth for version badge

v1.6.4 — 2026-04-24 · Dynamic Currency & RBAC

• Currency symbol now read dynamically from $sugar_config and currencies table
• Full 3-tier RBAC visibility: Admin sees all / Manager sees security group / Rep sees own data — enforced server-side in PHP
• Security Group admin pass-through for manager-level visibility

v1.6.3 — 2026-04-20 · Data Audit & Build Pipeline

• Data Audit & Diagnostics view (admin-only) — side-by-side DB vs dashboard comparison
• Batch GROUP BY queries replacing N+1 pattern (~600 queries per load → ~15)
• Automated build pipeline (build-package.ps1) with Vite hash injection and ZIP validation
• SuiteCRM Store licensing framework (domain-locked key validation)
• 6-step onboarding wizard: Welcome → How It Works → Team Setup → Data Readiness → AI Configuration → Ready to Launch

v1.6.0 — 2026-03-28 · Single-Key BYOK & New Views

• Single smart key input for AI configuration — provider auto-detected from key prefix (AIza… = Gemini, sk-ant-… = Anthropic, sk-… = OpenAI)
• Account Intelligence view — top 12 accounts, concentration risk alert, 4 KPI tiles
• Forecast Accuracy Tracker — save and compare dated forecast snapshots
• Dashboard Modules toggle in Settings — show/hide individual views from sidebar

v1.5.0 — 2026-03-15 · Period Deltas & Deal Last Touch

• Period-over-period delta badges on Revenue Command Center KPI tiles (↑↓ vs same-length prior period)
• Deal silence badges on My Pipeline cards: Amber for 8–20 days silent, Rose for 21+ days
• Lead source attribution panel in Conversion Flow
• Data source toggles in Settings (Activity Data on/off, Leads Module on/off)

v1.4.0 — 2026-03-10 · Built-In Intelligence Engine

• Built-in AI engine (no API key required): DealRiskScorer, PipelineAnalyzer, RepProfiler, ForecastEngine, NarrativeGenerator
• Deal risk scoring (0–100 composite per deal)
• 9 named pipeline signals (COVERAGE_CRITICAL, STALL_WARNING, STAGE_CONCENTRATION, etc.)
• Revenue Command Center redesigned with 6 KPI tiles, signals panel, and velocity chart

v1.3.6 — 2026-03-05 · Licensing Framework

• License & Activation framework — HMAC-SHA256 domain-tied key validation
• Admin-only license save endpoint (HTTP 403 for non-admins)

v1.3.0 — 2026-02-27 · Live CRM Data & Role Visibility

• Production-ready SQL for all views (opportunities, leads, activities, teams, realization)
• 3-tier role-based visibility enforced server-side in PHP
• Date range picker with 12 presets + custom range; persists to localStorage
• Pipeline Health, Conversion Flow, and My Pipeline views rebuilt on live data
• Configurable quarterly revenue target

v1.2.x — 2026-02-25 · CRM Integration & AI Insights

• SuiteCRM iframe wrapper with full CRM chrome (header/toolbar/footer)
• AI Insights panel — Gemini 2.5 Flash, GPT-4o Mini, Claude Haiku; auto-fallback on quota errors
• 18-rep enterprise demo dataset (stable Indian SaaS org hierarchy)
• Team Leaderboard sort/filter/pagination (10 reps per page)
• Demo Mode toggle with amber banner indicator
• Sidebar collapse to icon-only mode
• PDF/PNG/Email report export toolbar (initial version)

v1.1.x — 2026-02-21 · Architecture Hardening

• Passive-Safe architecture established — removed $moduleList, $beanList, and $modInvisList registrations to prevent SuiteCRM 8.x Angular shell crashes
• SuiteCRM 7.15 compatibility fix (manifest regex, getSystemConfig locale fallbacks)
• Post-install Quick Repair automation
• Pre-install PHP 7.4 version guard

v1.0.0 — 2026-02-20 · First Installable Release

• Module Loader package with manifest, pre/post install hooks, Extension files
• Settings panel (quarterly target, demo mode, AI key input)
• Dashlet wrapper for SuiteCRM Home page
• GlobalLinks profile menu entry

v0.0.1 — 2025-11-01 · Initial Proof of Concept

• React SPA with mock data, 6 views (Revenue Command Center, Team Leaderboard, Pipeline Health, Activity vs Revenue, Risk Radar, Rep Deep Dive)
• Vite build pipeline with SuiteCRM Entry Point registration
• Basic PHP data bridge with healthCheck and getDashboardData actions

Development Progress Summary

Revenue Engine AI has progressed through 16 named development phases from initial proof-of-concept (November 2025) to the current v1.7.2 release. Key milestones:

Roadmap — What’s Coming Next

Near-Term (v1.7.3–v1.7.5)

• Manager RBAC Polish — configurable role-to-tier mapping via UI (replacing hardcoded ACL role name patterns)
• Alert & Notification System — threshold-based warnings (e.g., pipeline coverage falls below 2x) with optional email digest
• Drag-and-Drop Layout Customisation — reorder views in the sidebar and rearrange KPI tiles

Medium-Term (v1.8.x)

• AI Gate — disable AI Summary on unlicensed installs; “Upgrade to unlock” CTA
• Ollama Support — fourth BYOK provider for self-hosted local LLM (localhost:11434)
• Gap Analysis View — Target vs Actual by rep/team/period with drill-down
• Help Notes Overhaul — contextual tooltips replacing auto-advance slider
• AI Testing Framework — regression tests for narrative accuracy

Long-Term (v1.9.x–v2.0)

• Scheduled Pre-Computation — nightly data cache via SuiteCRM Scheduler for faster dashboard loads
• Code Splitting — lazy-load heavy views; target main bundle under 200 KB
• Multi-Instance Licensing — one license key for multiple SuiteCRM domains
• CI/CD Pipeline — GitHub Actions for automated builds and regression testing
• Multi-Language Support — i18n scaffold for English and Spanish (en_us, es_es)
• SuiteCRM 8.x Support — to be evaluated when SuiteCRM 8.x platform stability matures

Security Architecture (All Versions)

The following security controls are implemented throughout the codebase and apply to every release:

Revenue Engine AI v1.7.2 · Built by Zybroz · support@zybroz.com