2025 March v2.2
Blueprint Studio v2.2
Features
Drag and drop projects on project home page to re-sequence them
Replaced attachments with folders for client level security and better readability
Tearsheet: added options for quantity and unit
Reply to comment directly from an email
If proposal approved by employee do not send the email
Invoice register
Changelog
February 25, 2025
[Budget] Added ability to create a new item directly from a budget line and automatically link it to the budget line
[Attachments] Modified attachments to send an email to the users on the project when the attachment is added.
[Budgets] Added a budget list view, with tabs enabled
[Comments] Improved the format of the email that is sent when users comment on various entities
[Attachments] Updated the footer message to include the company name and also blueprint studio
[Attachments] More work on comments email
[Init] Removed unnecessary command line runners
February 26, 2025
[Item] DataService - when an item is deleted, delete associated comments as well
[Tearsheet] TearsheetReport, Dialog, Entities, Save the tearsheet config in an entity and use those configs to generate the report. Added Notes as option to print. Ability to hide certain specs. Preview the PDF before printing.
[Tearsheet] Adjusted height of pdf viewer to 95% to prevent scroller
February 27, 2025
[Tearsheet] Small adjustments to Tearsheet dialog
[Proposals] If the proposals are approved by employees internally on behalf of the client, there is no need to send the email.
[Quickbooks] QuickbooksSdkService - Trimmed the item name before checking if it exists in quickbooks, and then also when creating a new item to prevent item already exists error when pushing invoices.
[Invoices] Invoice Register - Added the ability to print an invoice register from the Invoice Listing within a project
[Invoices] Invoice Register & Detailed Invoice Register Implemented
[Invoices] DetailedInvoiceRegister - check for null value of item linked to invoice detail
[Tearsheet] Modified tearsheet to allow option to include quantity and unit of measure. Also adjusted the Price displayed to be an extended price based on qty, and if there is no quantity to simply display the price.
[Invoicing] DetailedInvoiceRegister - changed AbstractReport to handle null value for item when passed.
[Invoicing] DetailedInvoiceRegister - Dont display a heading for the image column
[Invoicing] DetailedInvoiceRegister - cover page not included
February 28, 2025
[Projects] ProjectListView - added functionality to re-sequence projects and save the sequence in project user, then re-display in the same sequence
[Attachments] Added card to dashboard to see folders instead of all the detailed attachments. Created a Folder listing page and a page that displays the files in the folder. Added security so clients can only see folders if granted access.
[Attachments] Added Folders to Project Tabs, Added Size to Folder.
[Attachments] Replaced text field to add a new folder with a dialog since now we have more options when creating anew folder like an extended description and the ability to hide/show it to the client
[Attachments] When folders are re-sequenced, save the data and update the list so that subsequent drags are using the latest version of the folder
March 01, 2025
[Attachments] Replaced attachments with folders on Project home page, Project Tabs and email notification
Last updated