diff --git a/docs/8.0/ayanova/docs/changelog.md b/docs/8.0/ayanova/docs/changelog.md index b6f1d9a3..95f5f76a 100644 --- a/docs/8.0/ayanova/docs/changelog.md +++ b/docs/8.0/ayanova/docs/changelog.md @@ -16,11 +16,15 @@ Released 2023-XX-XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX - App, Server: Reporting - the ayT translation key helper function now shows an error directly in the rendered report in place of an incorrect or uncached translation key rather than the report failing entirely with an error message +**Added** + +- App: Work orders, Quotes and PM's added a new feature to the Customer Contact field to enable the user to select from any existing [Contact](customers.md#contacts-tab) entered for that Customer. + ### AyaNova 8.0.43 Released 2023-05-10 -#### Fixed +**Fixed** - App: Fixed postal code not being copied when copy to postal or to street address menu items selected on Customer, Head office or Vendor @@ -38,65 +42,65 @@ Released 2023-05-10 ### AyaNova 8.0.42 (2023-04-06) -#### Fixed +**Fixed** - App: Fix for issue with data table filter changes unintentionally overwriting saved filters -#### Changed +**Changed** - App: Data table saved filter UI improved usability and functionality saving filters and changing / ovewriting saved filters - Docs: Re-written [saved filters documentation](ay-start-form-data-tables.md#saved-filters) to reflect changes ### AyaNova 8.0.41 (2023-03-24) -#### Fixed +**Fixed** - Server: Fix for issue report data field `PartDescriptionViz` not being set for Work order and PM ### AyaNova 8.0.40 (2023-03-21) -#### Added +**Added** - App: Additional improvements to web app local error logging in certain conditions -#### Fixed +**Fixed** - Server: Fix for issue occasionally causing error saving duplicated Work order, Quote, PM with attachments selected ### AyaNova 8.0.39 (2023-03-17) -#### Added +**Added** - App: Improvements to web app local error logging in certain conditions ### AyaNova 8.0.38 (2023-03-16) -#### Fixed +**Fixed** - App: Fix for issue occasionally causing Work order and Quote to show an incorrect current status in their main data table display ### AyaNova 8.0.37 (2023-03-08) -#### Changed +**Changed** - Server: Unit and Customer report data `LastWorkorderViz` and `LastServiceDateViz` fields now indicate the most recent work order of _any_ Status matching their respective data table similar field -#### Added +**Added** - Server: Unit and Customer report data added two new fields `LastWorkOrderCompletedViz` and `LastServiceDateCompletedViz` which indicate the most recent work order set to a _Completed_ Status - Server, App: Customer [Autocomplete list template](adm-global-autocomplete-templates.md) added all 5 phone numbers, email address and account number as options in addition to existing Tags and Name ### AyaNova 8.0.36 (2023-03-06) -#### Fixed +**Fixed** - Server: Fixed bug in Unit report data's "LastWorkOrderViz" field being set to incorrect value -#### Changed +**Changed** - Server: manual / on demand backup files no longer prepended with "manual-", named same as daily automated backups. Existing "manual-" files found will have the "manual-" portion removed when next backup runs. This resolves a potential issue with pruning of excess backup sets and removes potential confusion from lack of consistent naming. Docs updated to remove reference to "manual-" naming of backup sets. -#### Added +**Added** - App: added `Quote w Travel Loan Item Expense Outside Service` report to available Quote reports as the original stock one left out some sections of the quote. Note: this report will only automatically install in new databases created after upgrading to this release. @@ -107,54 +111,54 @@ Released 2023-05-10 ### AyaNova 8.0.35 (2023-01-27) -#### Fixed +**Fixed** - Server: Fixed bug preventing import of Translation ### AyaNova 8.0.34 (2023-01-25) -#### Added +**Added** - Server: added new [AYANOVA_REPORT_RENDER_API_URL_OVERRIDE](ops-config-report-rendering-api-url-override.md) configuration option for specific report rendering issue scenarios ### AyaNova 8.0.33 (2023-01-24) -#### Fixed +**Fixed** - Server, v8-migrate: Fix for issue preventing erasing database when Customer notification set to a custom translation - UI: Fixed bug in date picker control when selected "Today" option not using local timezone for value could result in wrong day being set - UI: Fixed bug in data table when opening a data table pre-filtered (e.g. viewing a single Customer's units from Customer edit form menu) that had previously been paged was not resetting to page 1 -#### Changed +**Changed** - Server: improved server error logging when unexpected exception prevents erasing database - Server, UI: Quote, PM, WorkOrderItemXXX collections (labors, travels etc) now fetch and display in edit form in fixed order by "start" / "sent" / "request" dates if dated otherwise in order created -#### Added +**Added** - Documentation: various sections improved ### AyaNova 8.0.32 (2023-01-10) -#### Changed +**Changed** - Installers, Documentation: changed URLs and references in install documentation to ASP.NET Core 6.x specifically as .net core 7 has just been released but is not currently supported for AyaNova ### AyaNova 8.0.31 (2023-01-05) -#### Fixed +**Fixed** - UI: Work order item custom fields not correctly displaying if same index work order header custom field also defined but incompatible data type (no data loss, display issue only) ### AyaNova 8.0.30 (2023-01-04) -#### Fixed +**Fixed** - UI: DateTime and Date controls not displaying properly localized when in edit enabled mode - UI: Unit edit form New work order menu item not translated - UI: Customer edit form internally sending an extra unused field on updates -#### Changed +**Changed** - Developer console: Updated developer console to latest release, was incorrectly showing internal only properties (i.e. ayType) @@ -162,7 +166,7 @@ Released 2023-05-10 ### v8-migrate 8.0.5 (2022-12-30) -#### Added +**Added** - v8-migrate: workaround to assigned document file migration, now logs and skips without intervention when issues with URI - v8-migrate: workaround to handle migrating work order item parts from pre 7.6 AyaNova with inventory off but had been on and empty warehouse id set @@ -170,48 +174,48 @@ Released 2023-05-10 ### AyaNova 8.0.29 (2022-12-20) -#### Fixed +**Fixed** - UI: Part inventory data table was incorrectly showing the Delete and Tag extension when it should only show the export extension - Server: fixed a bug that could cause a server crash attempting to process mass delete extension on unsupport object types ### AyaNova 8.0.28 (2022-12-14) -#### Fixed +**Fixed** - UI: Work order, Quote, PM were not recognizing record needs to be saved if the only change is in an address field -#### Added +**Added** - Server, App, Documentation, v8-migrate: Added Postal / ZIP code to physical address for all addressible objects ### AyaNova 8.0.27 (2022-12-02) -#### Added +**Added** - UI: [Service schedule](svc-schedule.md#create--modify--view-events) added Customer selection / edit link to new work order dialog to preselect Customer or create new one using [Open record button](ay-start-form-autocomplete.md#opening-selected-record) - UI: All schedule forms click on Work order more info dialog added [Work order header's Summary text](svc-workorders.md#summary) below work order serial and customer name ### AyaNova 8.0.26 (2022-11-28) -#### Changed +**Changed** - Server: Removed unique Name requirement for User / Customer Contact - App: Added `UserId` field to `ayClientMetaData` so report template scripts have access to the Id of the User rendering the report ### AyaNova 8.0.25 (2022-11-25) -#### Fixed +**Fixed** - UI: Home notifications could error out with "internal server error" rather than list of notifications -#### Added +**Added** - Documentation: Multiple pages improved / expanded ### AyaNova 8.0.24 (2022-11-21) -#### Added +**Added** - Server: Added new internal API route `/api/v8/notify/direct-smtp` to support on demand notification scenarios - Server, App: log to AyaNova event log when User sends a direct smtp message using new notify API route, can be viewed in [Event history](adm-history.md) @@ -224,7 +228,7 @@ Released 2023-05-10 ### AyaNova 8.0.23 (2022-11-18) -#### Added +**Added** - Server, App, Documentation: Added [ayPutToAPI](ay-report-edit.md#api-convenience-functions) API convenience method to report renderer - App: added `z_ayPutToAPI work order` example report to show how to use the new put method added to update a work order on render @@ -234,23 +238,23 @@ Released 2023-05-10 ### AyaNova 8.0.22 (2022-11-14) -#### Changed +**Changed** - Server: Quote, Work order state's collections GET change to avoid any potential for non-deterministic ordering ### AyaNova 8.0.21 (2022-11-10) -#### Changed +**Changed** - UI: New Quote status object's _default_ Roles for who can set and who can remove changed to all compatible Roles (had some incompatible ones before) - Server: Quote, Work order internal improvements to status change synchronization between header and state collection - UI: Custom fields improved layout and clarity -#### Fixed +**Fixed** - UI: Home schedule form appointment item icons nudged upwards to layout fully visibly in month view -#### Added +**Added** - UI: [Customer](customers.md#new-work-order) and [Unit](svc-units.md#new-work-order) form's menu's added new `New work order` option to directly create a new Work order with these items pre-selected - UI,SERVER: Part inventory data table added Part Manufacturer as available column @@ -259,7 +263,7 @@ Released 2023-05-10 ### AyaNova 8.0.20 (2022-11-03) -#### Fixed +**Fixed** - UI,Server: Unit Model form implemented "Workorders", "Quotes", "Preventive Maintenance" menu items features to view list of those items for the open Unit Model - UI,Server: Work order, Quote fixed several issues related to changing Status when restricted Role permissions were set for changing status @@ -267,7 +271,7 @@ Released 2023-05-10 - UI: Translation form display text editing could cause item being edited to disappear if searched for and modified to no longer match search - UI: Translation display edit allowed empty string -#### Added +**Added** - Documentation: more [guided tours](tour-intro.md) added, many more to come - UI: User settings added OK popup when changing the "Use browser's standard date time input controls" setting to help indicate it's instantly changed and doesn't require saving the form @@ -275,22 +279,22 @@ Released 2023-05-10 ### AyaNova 8.0.19 (2022-10-29) -#### Fixed +**Fixed** - Server: With generated sample data only, not production use, Work order and Quote could potententially not show as locked when set to a locking status -#### Changed +**Changed** - UI: Reduced whitespace on forms between fields and row heights in data tables to show more in less space ### AyaNova 8.0.18 (2022-10-27) -#### Fixed +**Fixed** - Server: expiration date of license and maintenance incorrectly stated "(utc)" time in log but is actually server local time - UI: Evaluation license request page now properly shows that the company name and other details are _required_ and disables request button until filled in -#### Changed +**Changed** - Server: Erase database huge speed improvement; improves v8-migrate, sample data generation, manual erase by SuperUser in UI - UI: Administration -> License page added _time_ in addition to existing _date_ for license and maintenance expiration @@ -300,88 +304,88 @@ Released 2023-05-10 ### AyaNova 8.0.17 (2022-10-12) -#### Fixed +**Fixed** - Server: Report rendering would fail if Global setting Company physical address longitude or latitude were set to an empty string ### AyaNova 8.0.16 (2022-10-12) -#### Added +**Added** - Server: Debug log level diagnostic information for troubleshooting report generation issues during technical support ### AyaNova 8.0.15 (2022-09-30) -#### Added +**Added** - UI, Server, Documentation: Misc. additions and changes for Subscription mode AyaNova -#### Fixed +**Fixed** - Server: Automatic backup pruning to remove backup sets in excess of the [Number of backups to keep](ops-form-backup.md#number-of-backups-to-keep) setting was not deleting manual backup sets ### AyaNova 8.0.14 (2022-09-29) -#### Changed +**Changed** - UI, Server, Documentation: Dashboard list widgets limited to maximum 100 items to prevent overwhelming and potentially freezing the browser with large quantities of data better viewed through filtered data tables ### AyaNova 8.0.13 (2022-09-28) -#### Changed +**Changed** - UI, Server, Documentation: Bulk Tag and delete extensions changed to show progress and support cancellation of long running jobs -#### Fixed +**Fixed** - UI: Dashboard issue potentially causing freeze / high memory usage with Reminders, Reviews and Scheduled dashboard widgets ### AyaNova 8.0.12 (2022-09-27) -#### Changed +**Changed** - SERVER: internal change to batch jobs to prevent long running jobs from hogging CPU cycles in constrained environments ### AyaNova 8.0.11 (2022-09-26) -#### Fixed +**Fixed** - Multiple data tables had more than one column internally defined at the AyaNova server end as the row id column which could result in a table not displaying data and an error message showing in the AyaNova web app. This also meant that the extra row id columns were not able to be set to not display in the data table columns. ### V8-Migrate plugin 8.0.3 (2022-09-23) -#### Added +**Added** - UI: "copy to clipboard" button added to migration log display form to enable copy displayed migration log to clipboard - UI: warning message indicating migration will fail if login to v8 server during migration -#### Changed +**Changed** - UI: Text displayed when migration ended to more clearly show if failed or completed properly - Always attempt to send memo of log to SuperUser on any failure - Always attempt to set v8 server state back to open even if earlier failure -#### Fixed +**Fixed** - Not fail on empty v8 Part name due to missing v7 data but generate a unique placeholder instead ### AyaNova 8.0.10 (2022-09-22) -#### Added +**Added** - Documentation: Added Change log / release notes page and links to it - Documentation: Personal History manual page added section about Ghostery and other similar browser extensions potentialy blocking event log history - Documentation: several pages added section that clarifies SuperUser is not a normal account and specific information about SuperUser not having access to business data - Documentation: ops-restore section added more detailed instructions regarding restoration and in particular setting rights and ownership when restoring to Linux server -#### Changed +**Changed** - License check: when using active trial license now does fast track license check to accomodate slow data migration scenarios where trial license would expire before migration has completed - Metrics: changed the server's timespan for gathering daily metrics from beta period interval of every 12 hours to normal release interval of 24 hours - Metrics: changed the default timespan for graphs from last 6 hours to last 7 days - Metrics form: improved the timeline chart data points to be more clearly visible -#### Fixed +**Fixed** - Documentation: miscellaneous improvements and edits to documentation in multiple places - Metrics form: fixed issue with some timeline charts not displaying properly diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index c680848b..db3d650c 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -344,7 +344,9 @@ The service date is used by the optional Customer notification "Service imminent #### Contact -Enter a customer contact name here. Useful when filled in on intake of equipment for calling a Customer about the work required or finding the person you need when onsite. +Enter or select a customer contact name here. Useful when filled in on intake of equipment for calling a Customer about the work required or finding the person you need when onsite. + +You can enter any free form text in this box or use the button beside this field to select from any [Contacts](customers.md#contacts-tab) previously entered for the selected Customer. #### Customer reference number diff --git a/docs/8.0/ayanova/mkdocs.yml b/docs/8.0/ayanova/mkdocs.yml index 3e4f4495..c70593b8 100644 --- a/docs/8.0/ayanova/mkdocs.yml +++ b/docs/8.0/ayanova/mkdocs.yml @@ -7,7 +7,7 @@ theme: site_name: AyaNova manual site_dir: "../../../server/AyaNova/wwwroot/docs" strict: true -copyright: Copyright © 2023 Ground Zero Tech-Works Inc. REV-2023-10-16 +copyright: Copyright © 2023 Ground Zero Tech-Works Inc. REV-2023-11-02 extra: generator: false # Extensions