2025 November v2.7

Blueprint Studio v2.7

Changelog

October 03, 2025

  • [Credits] CreditListView: Added project as a column. Sort by most recently created credits first

  • [Ship To] PShipToListView, ShipToDialog, PurchaseOrderDialog: Added the ability to make a ship to address global, so it can be used across all projects.

October 05, 2025

  • [Nav] AbstractProjectView: Added code to support a menubar instead of tabs across the top of the project. This is just in code, i case i want to use in the future, but for now im just leaving the tabs.

  • [Main Layout] MainLayout: added a top nav component and an in program switch to control the side nav vs the top nav.

  • [Main Layout] MainLayout: Completed the Settings menu

October 06, 2025

  • [Navigation] MainLayout, AbstractProjectView: Implemented top navigation with drop down menus. Started working on aside nav for the Project view as a POC, not live, still tabs

  • [Navigation] ProjectTabs: Do not allow project tabs to be visible to clients.

  • [Navigation] TopNav: Added a flag in the company to control top vs side primary navigation.

  • [Navigation] TopNav: Adjusted Activity report to last option on menu with divider to visually separate it from the business reports.

  • [MainLayout] Client View: Adjusted the top nav bar to display the blueprint logo when clients are logged in

  • [Project Header] Changed all project pages to use UIUtils.getPageTitle().

  • [Items] PItemListView: Moved the create new button to the top level next to the header to use the blank space there and to be more standard.

October 07, 2025

  • [Items] CustomSpec: Increased allowed length of CustomSpec/Care instruction to 1000 characters

October 08, 2025

  • [Dashboard] DashboardView: Started building out the main dashboard for the applicatio with a link from the home page for now.

  • [Dashboard] KPIWidget: Added visibility in KPI Section to Retainers and Deposits that have not been applied.

  • [Dashboard] KPIWidget: Added KPI for Invoiced Month to Date

  • [Dashboard] ActivityWidget: Added activity widget to Dashboard.

  • [Budget] BudgetItemLinkItemDialog: Modified to filter by the item name

October 09, 2025

  • [Dashboard] UpNextWidget: Refresh after editing.

October 10, 2025

  • [Dashboard] KPIWidget: Fix on account calculation

  • [Home] Dashboard: Only display link to dashboard if the user is an employee

  • [Dashboard] DashboardView: Throw Unauthorized exception if a user that is not an employee tries to access the dashboard.

  • [Dashboard] ActivityWidget: Added credit application as an activity event

  • [Dashboard] Reminder: Created a new reminder widget for the dashboard.

  • [Dashboard] CommentsWidget: Added comments widget on the header of the dashboard.

October 11, 2025

  • [Navigation] ResponsiveTopNav: Built a responsive top nav that will collapse to a top level menu on mobile.

October 12, 2025

  • [Scedule] SharedScheduleView: Added a clear message when you try to access it and it has not been shared.

  • [Dashboard] ActivityWidget: Added the user that applied the credit

October 13, 2025

  • [Dashboard] CommentsWidget: Adjusted click through to comments to take us directly to the entity commented on.

  • [Schedules] ScheduleListView: Sort schedules by createdAt desc

  • [Schedules] ScheduleReport: Added option to organize schedules by room.

October 14, 2025

  • [Vendor] Email validation: Added email validation annotation to email field in Vendor

October 15, 2025

  • [Invoice] InvoiceReport/InvoiceDialog: Added the ability to hide the item image column on an invoice.

  • [Invoice] InvoiceReport/InvoiceDialog: Added an option to organize and subtotal invoices based on Schedule or Room.

October 16, 2025

  • [Invoice] InvoiceReport/InvoiceDialog: Improved totals section on the invoice.

  • [Invoice] InvoiceReport: Removed column borders from the document to improve readability.

  • [Invoice] InvoiceReport: Added logo to the invoice header and reconfigured the different components of the document.

October 17, 2025

  • [Documents] DocumentConfig: Introduced a DocumentConfig entity to store the invoice settings for printing and display.

  • [Invoices] InvoiceListView: Added a column for Tax Code in the Invoice list

  • [Purchase Order] PayPurchaseOrderDialog: When a payment is made for a purchase order, flag the Purchase order as billed and use the payment date as the bill date.

October 18, 2025

  • [Purchase Order] PurchaseOrderDetail: Committing entity, repo and service layer for purchase order details, but leaving out the implementation for now.

October 19, 2025

  • [AnstractReport] Added ability to place a PAID stamp on Invoices but not sure i want to roll out.

  • [Proposals] Upgraded proposal document to be inline with the look and feel of the invoice report and added the DocumentHeader class for consistency.

  • [Proposals] ProposalReport: Removed client description from specs cell since it is already in the item column.

October 20, 2025

  • [Proposals] ProposalDialog: Added option to dialog group proposal by room or by schedule

  • [Proposals] ProposalReport: Added ability to group proposal report by Room or Schedule

  • [Proposals] ScheduleReport: Working on updating to nicer look and feel (no column borders)

  • [Budgets] BudgetSectionCard: Added subtotal for Actual

  • [Budgets] BudgetSectionCard: Fixed refresh after using edit button on budget

  • [Budgets] DataService: throw an exception when deleting a section that has actualized budget items

  • [Budgets] PBudgetView: Added total low, high and budget as kpi headers.

  • [Budgets] BudgetSectionCard: Added an image for the linked item.

  • [Budgets] BudgetLinkItemDialog: Added additional filters for Room and Kind to make it easier to match to the budget item.

  • [Budgets] BudgetSheet: Added a column for Links to show the actual items that have been placed against the budget line

October 21, 2025

  • [Budgets] BudgetSheet: Modified budget sheet to include subtotals and removed document header because it wasnt fitting right.

  • [Invoice] DocumentConfig: Created a document config entity to control certain aspects of the PDF printout.

  • [Time Entry] Modified TimeEntry domain model so getHours will return 0.0 if hours is null.

October 22, 2025

  • [Harvest] Working on setting up automatic client and project creation in harvest when initiated from Blueprint.

October 23, 2025

  • [Projects] ProjectDialog: When a client is changed on a project, set the sales tax code equal to the sales tax code of the client, do not default to the company tax code if it is not there.

  • [Item] ItemDialog: Added Sales Tax Code being used for reference as read only when setting up a new item.

  • [Budget] BudgetSectionCard: Modified so that it will fit better on smaller screens.

  • [Invoice] InvoiceReport: Display singular or plural unit depending on quantity.

  • [PurchaseOrders] CheckReport: Created a document to print a check on pre-printed check stock.

October 25, 2025

October 28, 2025

  • [Invoice] InvoiceReport: Changed for Valerie to always display singular unit on the invoice.

  • [Mood Board] MoodBoardView, mood-board.ts: Committing the mood board code so that it isnt lost, even though i am not planning on rolling this out.

  • [Schedule] ScheduleDialog: Set a more narrow width to the dialog.

  • [Budget] BudgetListView, PBudgetListView: Added a column for Actual to the list.

  • [Payment] CheckReport: Put the PO# in the memo always.

  • [Invoice] InvoiceView: Adjusted the detail view to include a PO# and a Proposal # in a Documents column.

October 30, 2025

  • [Sales Tax] ProjectDialog: Added helper text on the project combo to let user know it is a default for new items.

  • [Sales Tax] PItemListView: Added a function to update the tax code and recalculate sales tax from the Item List.

  • [Invoice] InvoiceView: Added a feature to display the items in a tree grid based on the Group By selection on the invoice.

  • [Invoice] InvoiceView: Handle some nulls in InvoiceDetail

  • [Sales Tax] Update Sales Tax: Give user an error if they try to update item tax codes for a project that does not have a tax code assigned.

  • [Invoice] PublicInvoiceView: Updated to follow the same grouping logic as the invoice

October 31, 2025

  • [Invoice] Invoice Grouping Logic: Refactored the duplicated invoice grouping logic into a central helper class.

  • [Invoice] InvoiceHelpers: Introduced 2 new invoice helper classes to aid in code reuse and refactoring grouping logic and complex column addition logic for both InvoiceView and PublicInvoiceView.

  • [Tariffs] Item, ItemDialog, DataService, Proposal, ProposalView: Added logic to enter tariffs for an item, and calculate into the sales tax of the item. Also summarize on proposal view and report.

  • [Tariffs] Invoicing: Added tariffs to the invoicing module

  • [Tariffs] BillingService: Modified sales tax calculations to include the new tariff field.

November 01, 2025

  • [Tariffs] PurchaseOrder: Modified purchase order module to handle tariffs

  • [Tariffs] PublicProposalView: Added tariff summary

  • [Tariffs] CreditDetailDialog: Added tariff as an editable field on the credit

  • [Tariffs] CreditDetail: Modified CreditDetail entity pre-persist to include the tariff amount in the line total.

  • [Credits] CreditView: Added image and documents column to CreditView

  • [Tariffs] Quickbooks: Updated Quickbooks to support tariff in the integration.

November 05, 2025

  • [Quickbooks] QuickbooksSdkService: Modified to not set the doc # on a PO Payment sync to see if that will resolve the issue of duplicate doc numbers

  • [Quickbooks] QuickbooksDialog: Fixed the dialog to save the tariff accounts

  • [Quickbooks] PurchaseOrderView: Queue the QBO sync if a PO Payment has been edited

  • [Tariffs] PInvoiceListView: Added totals for Tariff and column as well.

  • [Project] PView: Refresh the project before editing it

  • [Invoice] InvoiceDetailDialog: Added audit information to see the last time an invoice detail was updated.

  • [Invoice] PInvoiceView and SubView: Direct the user to the PublicInvoiceView if they are a client

  • [Quickbooks] QuickbooksSdkService: Added a reconciliation log for QBO invoice details

  • [Quickbooks] QuickbooksSdkService: Added a reconciliation tool to view invoices side by side

  • [Quickbooks] QuickbooksSdkService: Fixed bug where i was sending shipping amount on invoice under tariff

  • [Quickbooks] QuickbooksSdkService: Modified to send shipping amount from the invoice detail instead of the item as it was causing discrepancies when modified.

November 06, 2025

  • [Harvest] HarvestService: Changed to lookup the project using the new mapping directly against the project.

  • [Items] ItemListView: Added ability to display component items

  • [SQL Console] SqlConsoleView: Built a new admin tool to run sql queries against the database.

  • [Clients] ClientExportService: Added city to the export.

  • [Item Library] PItemListView: log activity when an the user adds a project item to the item library.

  • [Users] AppUser: Lightened restrictions on the username attribute to allow email addresses.

  • [Bundles] PItemView: Added a column for the tariff to the components section. calculate the bundle tariff amount based on the components.

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