Item & Portfolio Enhancements
Dynamic item creation
• The Create Item form now includes dynamic fields and supports updates to collections and tags directly within the workflow. Autocomplete performance has been improved significantly.
Enhanced Portfolio table
• Table rendering has been refined, including improved field visibility, image previews, and bulk selection logic. Saved filters now behave consistently across sessions.
Attachment & notes support
• You can now add attachments and notes directly to individual items. Tagging has also been streamlined for more consistent behavior.
Improved rendering context
• Both item and portfolio views now adapt based on user, organization, and provider context for more accurate access and data visibility.
Default image dimensions
• Placeholder dimensions are now set automatically when images are missing, improving layout consistency.
Access & Permissions
New access request tables
• Full visibility into pending, accepted, and rejected requests using updated MUI components.
Improved access control logic
• Fixed multiple edge cases related to role assignment and provider permissions. Providers can no longer delete or downgrade owners, and role filtering has been corrected in all email notifications.
Block/unblock support
• You can now unblock access requests previously denied.
Cascade deletion enabled
• Related access entities are now automatically removed when their parent is deleted, reducing orphaned data and UI clutter.
Context-aware sharing
• Refined logic ensures providers can only share within their own organization. Sharing workflows now validate user roles and workspace scope more clearly.
Navigation & User Experience
Mobile-optimized views
• The Clients Summary view and navigation layouts have been redesigned for better mobile and tablet experiences.
Improved sidebar & layout
• Navigation structure has been cleaned up, and workspace context is preserved when switching between views.
Notification dropdown
• A new dropdown in the navbar shows recent system activity, with options to mark notifications as read or read all.
Simplified action buttons
• Table-level actions are now more intuitive, with clearer states and fewer clicks.
Bulk Import & CSV Support
ZIP upload optional
• You can now import items without attaching image ZIP files—great for metadata-only workflows.
CSV image column optional
• The images column in CSV files can be left blank without blocking the upload process.
Better CSV validation
• Enhanced error handling now provides more specific feedback when structure or data issues are detected.
Correct image assignment
• All bulk-uploaded images now match the correct items based on filename logic.
Reports & Documents
Item report generation
• From selected appraisals, you can now generate PDF reports for individual items directly within the Document Center.
Paginated Document Center
• Improved performance and usability when browsing or searching past reports.
Payments & Settings
Payment method management
• Users and organizations can now add, delete, and set default payment methods from their settings.
Workspace logic improvements
• Workspaces are now only assigned to users in personal workspace scenarios, and all required fields are validated during creation.
Technical Improvements & Cleanup
• Refactored item fetch, image assignment, and document generation logic
• Optimized access, workspace, and organization relationships
• Deprecated legacy tag logic (accessItemTags
) for unified tag, attachment, and note models
• Finalized database migration from v0.1.x
to v0.2.x
for a cleaner data structure and better query performance
• Cleaned up unused fields, outdated find()
methods, and simplified backend redirects
• Replaced entityService
with direct DB queries for more precise filtering
• Updated type definitions and ESLint/Prettier configuration
• Fixed AWS test failures for private S3 image handling
• Introduced GitHub PR template for consistent developer contributions