All releases
July 2023 Published July 2023

July 2023 Updates

30 features including ai, template, intake, 16 bug fixes.

Newsletter status: Not published. Based on 67 merged merge requests. See README.md for conversion guide.

v2307.00.0 — July 2023

Features

  • Hotfix/details template error
  • Hotfix/crew leader permissions
  • add scroll to charges to catch edge cases
  • Hotfix: remove currency codes and other report fixes
  • Add script for testing intake endpoint
  • Hotfix: Add Event Type column to Jobs Booked report
  • Hotfix: add starting and ending address to 9000 and other report fixes, fix 5016 revenue calculation
  • Hotfix: standardize revenue calculation
  • Hotfix: in 1005, if there is no data for Moving Date or Estimate Date, show “None”
  • Hotfix: add dwelling types to 3001.0 and 3001.1 reports
  • Fixed calculation when updating a calendar event time in yembo
  • Improvement: clicking on the “No Location” warning takes you to the location tab
  • Hotfix: Add area to 12001.1 report
  • Fix: template error when not selecting event in create charges dialog
  • added error handling for if the location isn’t real
  • Hotfix/weekly report fixes
  • Hotfix/sticky schedule header
  • Improvement: mark job as invoiced when invoice is generated
  • Fix: Can add charges to a job without an area
  • Fix: tables overflow in the estimate confirmation page
  • Fix: schedule overlays do not clear upon changing to a different step of the estimator
  • Fix: if you enter first and last name then click “Next” on the estimates page, it redirects back to the customer form after creating the job
  • Improvement: allow users to add a message when sending documents
  • Fix: if you create a new job then immediately refresh the page, job is not reloaded
  • Fix: An insecure WebSocket connection may not be initiated from a page loaded over HTTPS
  • Hotfix: agent cannot view attention explanations
  • hotfix/schedule header overlapping the sidebar on mobile
  • Hotfix: 12001 report has duplicate events
  • Add a check to make sure there are always at least one reason
  • Hotfix: Add spinner to needs attention when loading

Improvements

  • Improvement: make documents dialog minimizable
  • Hotfix: pandadoc race condition
  • Hotfix/reports 3001 3002
  • Opt/share access
  • Hotfix: in the response for the setFieldsValue mutation, the value of the fields is null
  • Improvement: use legal business number instead of franchise number in Pandadoc estimates
  • Hotfix: unable to save or delete custom job filters
  • Hotfix/find-errors
  • Improvement: simplify edit job
  • Hotfix: 5015.1 average is off
  • hotfix/Fixed links and changed event link to be job link
  • hotfix/inventory-clearing-on-sve
  • Hotfix: unable to resend documents
  • Hotfix: auto-generated receipts are not being sent
  • Hotfix: users not populating in estimator
  • hotfix/times are sticky too
  • Hotfix: unable to open artifact url
  • hotfix/updated the events to use their titles
  • Improvement: default job origin to csc
  • Hotfix: order charges in documents by category
  • Hotfix: unable to scroll reports horizontally

Fixes

  • Fix: attention items count on navbar does not change after completing events
  • don’t save the inventory unless there is changes
  • Fix: cannot read properties of undefined (reading products)
  • Fix: excessive erros in business general when contexting from franchise to root zone
  • Fix: rules.update errors out if input is missing condition
  • Fix: infinite loop when contexting into root as estimator
  • Fix issue with receipts not generating
  • Hotfix/1013 fix
  • Fix the zone assignments for assets in the event the objects don’t match
  • Fix/incorrect event durations
  • hotfix/fixed the line items to show the correct values
  • Fix: documents missing resend button in estimates confirmation
  • Fix: transactions are not refreshed when loading a different job on the estimator
  • Fix: jobs are not ordered correctly
  • Fix: Event booking gives the option to book now even when no assets are available now
  • Hotfix: Invalid input error when calling shareAccess.edit