✨ Enhancements:

🏛️ Enhancements and Fixes to Customer Portal

🗂️ Upgraded all modules and related lists in the Portal to use AG Grid, providing improved filtering, sorting, and overall list performance.

✅ Added the ability for Portal users to approve Quotes directly from the Portal.

🔍 Added a new Defects module, including an Asset Defects drilldown within the Dashboard.

🔄 Added Refresh buttons to List Views for easier data reloading.

🧹 Added Clear Filter functionality across all modules.

⬅️ Added Back buttons when navigating to Related Jobs and Job History pages for improved navigation.

🔐 Fixed the login CORS issue. Email addresses in login are now also case-insensitive.

🔽 Added column filtering and sorting support across all available fields.

📋 Added additional requested fields across Portal modules.

🖼️ Updated Dashboard Filter images to use a more compact layout.

📄 PDF outputs in the Portal now respect the configurations set in Document Templates within Fieldmagic.

📅 Inspection Planner statuses now respect the "Is Open" configuration set under Configure Job Status in Fieldmagic.

💬 Fields with blank or empty values are now displayed as "--" for better readability.

🔃 Lists throughout the Portal are now sorted in descending order based on Created At date by default.

💰 Approving a Quote now automatically updates its Stage to "Quote Accepted", or to "Closed Won" if the Quote Accepted stage is unavailable.

📊 Added Job Schedules to Advanced Reports, giving users improved visibility into scheduling data through the reporting interface.

💵 Added an "Amount Excluding Tax" field alongside the existing Amount field to support reporting and quotes alignment.

☑️ Checklist prompt display conditions now work on child prompts within group prompts, expanding conditional logic support for more complex checklist configurations.

👁️ Added a "View Estimates" option to the context menu for quicker access to Estimates without needing to navigate back to the Task Name column.

⚙️ Added configuration options to allow "Create Job" and "Create Quote" actions to be hidden.

↩️ Added an Undo button to support copy-paste actions and pre-save Add Asset operations, allowing users to revert unintended changes before saving.

🔢 Added asset count visibility across Asset Type, Customer, Site, and Job screens for improved tracking and quick reference of related assets.

🐛 Fixes:

🧾 In Jobs with Time and Materials enabled, reopening an unsaved Customer Invoice with added materials and/or time entries and choosing to apply the unsaved changes will now correctly recompute the Tax amount.

📑 Fixed an issue where document generation could hang indefinitely due to Ghostscript attempting to resolve missing fonts.

📧 Fixed a critical issue where the current customer email address was being removed when creating a Job or Quote through the wizard.

🔀 Fixed an issue where the "Switch View to Customer Level" option in the Site record top panel was not working. Users can now toggle between Site and Customer views as expected.

🧾 Resolved an issue where the Billing Type field disappeared and the Billable flag became non-editable when a customer invoice was created inside a Job record. Both are now visible and editable as expected.

🔌 Fixed the Disconnect button in Data Warehouse, which was incorrectly triggering a verification step instead of disconnecting. The Connect flow has also been corrected.

📝 Resolved intermittent internal server errors when previewing PDF files by adding retry logic for the serverless browser environment used during HTML-to-PDF processing.

🖊️ Fixed an issue where text areas and field entry values in widgets were incorrectly being rendered as HTML.

🗓️ Fixed an issue in Scheduler View where Job tabs or Quote records continued to display even when the selected record did not belong to the currently selected module.

📂 Fixed an issue where Estimate Categories disappeared when the remaining Estimate Items were removed.

🔢 Fixed an issue where aggregated Estimate values in Job Tasks were not recalculated after saving Estimates.

🗔 Fixed the Schedule button in Job and Quote records to open the Popup Scheduler instead of redirecting users to the full Scheduler page.

🖥️ Fixed an issue where clearing a selected Site in the Dashboard caused an error.

⚙️ Fixed an issue where restoring Displayed Modules also reset all modules to their default configuration in Configure Customer Portal.

📭 Fixed an issue where modules under Displayed Modules became blank and caused an error.

💬 Fixed an issue in Fieldmagic where multiple dialogs appeared when moving a Quote Stage to Closed Won.

🗃️ Fixed an issue in Manage Assets where updating an Asset incorrectly updated its Created At date.

💼 Fixed an issue where converting a Quote to a Job caused an error when Cost Center was enabled by default in Configure Admin Settings.