✨ Enhancements:

🏛️ Portal Enhancements and Fixes

🙈 Added logic to hide the table in Inspection Planner when no completed jobs are found for non-Asset Type views.

🎛️ Improved filter behavior across all modules by automatically closing the filter panel after Apply or Reset actions.

🪟 Added a popup in Quotes that displays the Quote Version Report and allows users to approve the quote within the same window.

📧 Added email notifications to assigned users when a quote is approved, including the Primary Quote Version report.

🔍 Added a popup enhancement in Defects similar to the newly introduced popup functionality in the Quotes module.

🔑 Added Password Reset functionality directly within the Contact Record screen.

🏢 Added a "Display All Sites" flag in Customer-level Manage Contacts settings.

📄 Updated the Download PDF action to open a PDF Preview dialog instead of immediately downloading the file, and added a Download PDF button within the preview window.

📊 Advanced Reports

🗑️ Advanced Reports no longer include deleted schedules in report results.

📅 Added additional filter options for Date Type fields.

🛠️ Fixed the computation logic for the following date operators:

≤ Today + n days

≥ Today - n days

➕ Added new date operators to provide expanded filtering capabilities:

≥ Today + n days

≤ Today - n days

🔐 Password reset now generates a temporary password and emails it to the user; Contacts screen now includes a portal URL link for quicker access.

🔄 Added/expanded "Replace Item" functionality for line items via Browse Products flow.

🧩 Added Asset Defects in Job reports.

📏 Defects: added spacing in PDF preview and Full Report link.

🖼️ PDF configuration: added image size configuration.

✅ Asset Defects with Quote — all PDFs now display the correct data if a new Quote replaced the original.

🐛 Fixes:

💲 Fixed an issue where Unit Price was not inheriting the estimated Unit Price when creating Materials from Estimates.

👁️ Fixed an issue in TDG Display Conditions where hidden child prompts were automatically evaluating to false during condition checks.

📆 Legacy checklist periods (e.g., Quarterly) are now correctly recognized and applied when generating jobs from recurring schedules.

📋 Fixed Asset Defects to display the correct list of defects per asset — previously showing duplicate lines on some defects.

🏷️ Fixed intermittent issue where tax codes would randomly disappear from the quote line item tax code dropdown, blocking quote creation.

📱 Fixed client search on mobile for multi-word client names (names with spaces).

🔗 API-side logic to ensure assets inherit the site's customer when creating/updating assets (to prevent assets being created without a customer).

⏱️ Fix in progress for task search failing after cancelling an overlapping timelog prompt / blocked overlap scenario.

🗺️ Fixed an issue where Jobs were not appearing correctly when filtering by Country or Location, despite being properly assigned to Clients.

🧾 Fixed an issue where Textarea Checklist prompts and Field Entry Textarea prompts were displaying raw HTML tags in ODT reports.