This month sees a lot of small features making it into the release. There are 60 coding changes and bug fixes in this release spread across requests from 20 contractors and 4 internal projects. There were 44 requests for new features, tweaks, and changes from customers; 17 bugs; and 9 features we have been proactively working on.
Madison and Patrick were tied on 16 issues each, and somehow I even managed to get one coded in the release. We have changed our sprint process slightly recently, and that means 15 issues below were “P1” priority and have already been backported into the previous release as they needed to be addressed quickly. The vast majority were planned into either this sprint or the previous one and have now made it through the whole code review and testing process to this release. Ruth spent the most time reviewing and testing this cycle, but Madi covered out the most issues in code review; James had his head down adding a feature that came out of a meeting with a customer so that might explain why he only peer-reviewed 5 issues….but that’s for the team to discuss at next week’s sprint review meeting.
Of the 60 issues featured in the release, 25 have been raised in the last month, 37 since the last release, and 42 since Easter. However we also chipped off a couple of old improvements and research tasks – Zahir raised an issue in May last year to research “sticky columns” but it was always trumped by customer requests, until this month; and in June last year I asked for the hiding of the site entry field for contractors who don’t user assets AND sites, which was also resolved by Zahir. The oldest customer request is from August last year – one contractor had changed their Year Start to be mid way through August which we lashed a solution together for at the time, and now we are rolling around to August again we are releasing the new “yr_start_day” system option.
New Features
- Added “sticky column” concept to all reports that are wider than the current screen
- Added multi-region filter to the appointment booking report
- Added an intelligent set of bookmarked dates to the issue job screen to allow the users to skip to certain dates – including target date, and last date used
- Added vat code to purchase invoice line – to support multiple vat rates with different codes in accounts systems (specifically 0% in Xero)
- Added asset created date to the related assets “service job” report on the jobsheet
- Added ticket number to the project jobs report
- Added the user details to the job history when a sales invoice is credited
- Improved the formatting of failed login error messages
- Improved the wording of the OVERLIMIT failed login error message
- Unified how Xero purchase invoice and sales invoice exporters map vat rates to vat codes. Both exporters now support arbitrary words to be mapped between Xero and Markus
- Added a set of screens to support end users managing new SOR lists from scratch
- Added further logging of contract changes to the audit trail
- Improved the history entry when editing job attachments
- Prevented users from trying to edit multiple survey lines simultaneously
- Enabled un-archiving of assets in the client wizard
- Changed the mechanism for reversing purchase invoices to enable larger invoices
- Added “yr_start_day” system option to allow dashboard widget YTD calculation to being part way through a month
- Increased the amount of information we stored relating make and model of engineer mobile devices
- Increased the amount of information we caption in relation to a job status change, and improved the display of who/why a status was changed
- Unified the display of financial information on the jobsheet to drop the deprecated method of calculating variation values based on date of data entry alone
- Added average attend time to the breakdown of jobs completed inside and outstde of response report
- New dashboard widget to show WIP values for monitored clients
- Added support for specifying the PDF filename for printed surveys
- Added support for auto-passing of purchase invoices
- Added approved holidays to the holiday summary report, and changed how half-days are being rounded
- Removed the “site” entry field in manual job entry for systems where “site” is not used
- Hid the stock details report on purchase order entry for systems that do not do stock
- Changed the supplier invoice reverse process to allow re-use of the original supplier invoice reference
- Changed the content of the payment lines that are generated when changing CIS etc on a sales invoice so PDFs with the transaction history show a clearer series of amendments
- Added the ability to move multiple photos from one job to another
- Added the job completion date to the outstanding invoice report
- Added the ability to bulk change costcode alongside the existing bulk status change process triggered from items requiring action report
- Added YTD and current month values to the monitored client invoice dashboard widget
Changes For A Single Contractor
- Allowed timesheet portal to record visits against split jobs
- Multiple timesheet PDF changes (2x contractors)
- Added support for auto-populating the purchase invoice VAT amount
Platform Improvements
- Removed instances of deprecated ${var}
- Improved some print classes to remove redundant code
Bug Fixes
- Fixed bug calculating the colour of job attachments
- Fixed bug generating the related visits report for sales invoice exports where the system includes many customisable asset details in the asset register
- Fixed bug display unauthorised absences that suggested a single multi-day absence was duplicated for each day
- Fixed bug generating sample invoice layouts that was triggered when merging all possible layouts into a single PDF
- Fixed bug with the refresh of the CIS deductions in purchase invoice entry
- Fixed display of CIS Labour and CIS Mats deductions on purchase sheet to work from invoiced rate and not ordered rate
- Fixed filter edge condition in the job site report when limiting invoiced amounts to a period
- Removed redundant fields from purchase invoice entry
- Fixed bug with the additional job notes column on asset jobs report
- Fixed bug saving the report sequence when personalising a jobsheet
- Fixed move window action for resizing horizontal size of frames
- Fixed raising recall job to correctly set all header fields
- Fixed ambiguous field name on the job costing report
- Fixed bug warning/saving blank contract when editing the job header
- Fixed bug reversing an invoice where we had multiple users with identical names
- Fixed purchase order importer to create new parts with a valid rate
