Bug Fixes

Issue: The Invoice Due Date merge tag was incorrectly showing a date 1 month in the future for invoices that did not include a late fee.

• Resolution: The Invoice Due Date merge tag will now remain blank if no late fee is set.

Issue: Users were unable to edit links in the wiki because the modal for editing was not accessible when created through HTML.

• Resolution: The issue has been fixed by removing a specific attribute in modals created via HTML and adding a global JavaScript event to handle the same issue for modals initiated through JavaScript.

Issue: Line item totals on invoices were calculated incorrectly when generated from level billing, causing inaccurate totals to appear.

• Resolution: Found an issue with how the Tax column was effecting the calculations for individual invoice line items. Updated calculations, ensuring accurate totals are now displayed.

Issue: Employees were being automatically clocked out at midnight, even though the "Auto Clock Out at Midnight" setting was not enabled for their company.

• Resolution: The system has been updated to include validation steps that check if the "Auto Clock Out at Midnight" setting is turned on for the company, and ensures employees are only logged out if they exceed 7 consecutive days of time tracking.

Issue: Level billing invoices not generating when a line item associated with the level billing contract is deleted, causing billing interruptions.

• Resolution: A fix was implemented to automatically recreate the item/service as it is shown on the Level Billing agreement, ensuring invoices are generated correctly.

Issue: The "Get Live Weather Data" button was not retrieving any weather metrics when creating a new Chemical Application.

• Resolution: Updated the system to use the correct API key and reworked the data processing code to ensure compatibility with recent OpenWeather API changes, restoring functionality.

Issue: Clicking the "Statement" button sometimes caused duplicate invoices to be created.

• Resolution: Added system guardrails to ensure that using this option does not generate duplicate invoices

Issue: When adding rate matrix line items to estimates, the tax percentage was not showing up as expected.

• Resolution: Tax percentages are now correctly displayed for rate matrix line items, and the tax field remains visible even when the calculation value changes.

Issue: The "Edit" button was incorrectly displayed for PDF files uploaded to the "Photos/Documents" section, even though editing is only supported for image files.

• Resolution: The "Edit" button now only appears for JPEG (JPG), GIF, and PNG files, while the "Main Picture" button is also limited to these file types. PDF files no longer have these options, as they are not supported for PDFs.

Issue: Files between 8MB and 15MB were failing to upload to Estimates, Invoices, Properties, and other areas because of limit differences between the front end code and back end code.

• Resolution: The backend file upload limits have been updated to match the frontend limit of 15MB across all areas, ensuring files upload successfully without errors.

Issue: When users sent estimates using the "copy link" feature, the "Estimate is sent" automation trigger was not activated as expected.

• Resolution: Added logic to ensure the "Estimate is sent" automation trigger works when estimates are shared via "copy link."

Issue: Meta Data Error occurs when trying to make a card payment for customer credit from the customer portal.

• Resolution: Refined what data is being passed to Stripe to ensure the error no longer occurs, and no redundant data is passed.

Issue: The navigation side menu would flash when moving between pages, causing distractions for users.

• Resolution: The side menu's behavior has been updated to consistently remember its collapsed or expanded state, providing a smoother experience when switching pages.

Issue: The Internal Subscription Upgrade Page was outdated and did not match the information and options available on the public copilotcrm.com website.

• Resolution: All Upgrade Pages has been updated to ensure they fully reflects the current subscription details and options available publicly on copilotcrm.com.

Issue: The "Mark as Dropped Off at Property" option was not working for estimates, preventing users from updating the status accurately.

• Resolution: Made the "Dropped Off at Property" status fully functional and added it to all relevant pages for better visibility.

Issue: Records with the "General Work" type were not appearing on the map in the Time Tracking page, even when location services were enabled for the device in use.

• Resolution: The update ensures that "General Work" type records are now displayed on the Time Tracking map if users have enabled location services on their mobile device.