All releases
August 2023 Published August 2023

August 2023 Updates

23 features including estimate, intake, api, 10 bug fixes, 2 performance improvements.

Newsletter status: Not published. Based on 61 merged merge requests. See README.md for conversion guide.

v2308.00.0 — August 2023

Features

  • Intake System
  • Improvement: Double click or long click to open table items, middle click to open in new tab
  • Feature: Act On Integration
  • Hotfix: Add “Events Booked By” report, add move and estimate booked by to 5017
  • Improvement: Try to resolve service areas by area code before doing a text search to avoid making unnecessary calls to the Google Places API
  • Hotfix: rename “Average Job Size” to “Average Invoice Size” to avoid confusion
  • Hotfix/add additional indexes
  • Hotfix: cannot resend document without a message
  • Hotfix: outdated document template ids
  • don’t delete job when yembo is cancelled just delete ve
  • Feature: create new franchises from frontend
  • Improvement: add documentation for the Act-On integration and other improvements
  • Fix: after adding an event to a job through the estimates page, the event is created but not shown
  • Fix: location and transaction changes not reflected in the estimates page
  • Qa/template errors
  • Fix graphqls inputs to use new metadata object
  • fix update failing to generate document
  • QA: Add “Cancelled” chip to cancelled events
  • hotfix/Fixed add event from job page
  • Feat/rework event location editing
  • Added custom date range to the dashboard
  • Hotfix: Send an email notification to employees when a document has been completed
  • Hotfix: add option to disable receipts from settings

Improvements

  • Change: remove Denver and Charlotte from NSC
  • Improvement: optionally show deleted products
  • remove required events
  • Hotfix/removecomposite indexes
  • Hotfix: backend logging access token
  • Improvement: when cancelling an event, set the status to cancelled
  • Hotfix: 3004 not working
  • Hotfix/pandadoc updates
  • Imp/query performance
  • Hotfix: disable press enter to go to next step in mutate comment dialog so users can write multi-line comments
  • Change: from Orange County from NSC to YMM
  • QA/find service not ignoring cancelled events
  • Hotfix: remove duplicates from 4001
  • Hotfix: unable to delete booked off window
  • hotfix/ event titles appearing beneath the charges
  • hotfix/active price logic on the frontend
  • feat/note when emails have failed
  • Feat/job notes on events
  • Hotfix: Do not include required events in events happening
  • Imp/refactor auth cycle
  • Hotfix: 3001.1 Completed Events
  • reduce the number of db hits by waiting until we have limited to strip
  • fixed notificationId parameter
  • Fixed the count for the jobs that was affecting average and what not
  • Hotfix: invoiced by last scheduled event
  • fixed event headers below charges on documents

Fixes

  • hotfix/Allow placing jobs with events so long as they don’t have charges
  • hotfix/fix-jobs-resolving
  • Fix: Event total in line items does not change if you modify the quantity for a charge
  • Fix: currency code is required with currency style
  • Fix: cancellation emails not going out
  • Fix: Cannot close jobs with cancelled events
  • Hotfix: Do not send copy of auto-generated receipt to employee
  • Hotfix: KC area codes resolve to interstate service area
  • fix/force update the dd-trace package
  • Clarified the errror so hopefully no more bug reports

Performance

  • Optimization: Do not detect changes after every content checked
  • Optimize attention summary query