Bug Fixes

Issue: When archiving an estimate, "estimate is sent" sequence automations are triggered.

Resolution: The system has been updated so that archiving an estimate no longer triggers "estimate is sent" sequence automations, ensuring automations fire at the correct and intended times.

Issue: Customer name was not updating in real time when trying to edit customer information while creating an estimate.

Resolution: The issue was fixed by ensuring the customer selection is properly updated in real time so the customer name remains consistent after saving, reducing confusion when updating customer info.

Issue: When editing customer information while creating an estimate, an error popup would appear behind the current popup, making it difficult to see or interact with.

Resolution: The error popup now displays correctly in front of other popups. This change was also implemented in other similar areas such as creating an invoice, editing and invoice, and editing an estimate.

Issue: The Calendar view displayed incorrect scheduled Budgeted Hours when using multi-day visits.

Resolution: The issue was caused by a faulty query, which led to duplicate rows and inflated Budgeted Hours counts. This was fixed by introducing a new query that correctly filters events without duplication, ensuring accurate Budgeted Hours on the schedule.

Issue: When editing an invoice, the Invoice Terms would automatically reset to the default Terms instead of keeping the custom terms entered by the user.

Resolution: Now, both the Terms and the Notes fields will only be auto-filled when creating a new invoice or estimate, and they will remain unchanged when editing in order to prevent data loss and extra work for users. This change was also implemented in other similar areas such as creating an invoice, creating an estimate, and editing an estimate.

Issue: Budgeted Hours scheduled were not displaying correctly for calendar sections that span multiple years.

Resolution: Budgeted Hours will now display correctly when viewing any calendar section that includes dates from two different years.

Issue: The "Account Standing" setting in Preferences was incorrectly affecting customer profiles by applying an unnecessary date filter to outstanding and paid balances.

Resolution: Removed the condition that applied this date filter to customer profiles, ensuring that customer outstanding and paid balances are now displayed correctly.

Issue: Some users were unable to access customer profiles due to a fatal error caused by a missing Stripe record for specific customers.

Resolution: Implemented a self-healing mechanism that automatically removes invalid Stripe references when a missing record error occurs, ensuring continued access to customer profiles.

Issue: Closing and reopening a visit caused duplicate item/service line items to appear on the invoice.

Resolution: The issue was fixed by adding a reference to the visit record in the invoice line items, ensuring the system correctly identifies and removes items related to reopened visits.