Valuation Model Deprecation
We’ve streamlined how valuations work within the platform:
Valuation fields are now fully integrated into Appraisals, and the separate Valuation model has been deprecated.
Email templates have been updated to use consistent “valuation” terminology.
One-Time Appraisals
Backend updates now support:
Compatibility with bulk dialogs and the item-appraisals UI.
Use of past effective dates where required.
DocuSign Integration
Enhanced e-signature experience:
Added webhooks, backend updates, and frontend improvements.
Signatures are now fully automated for donees, streamlining the charitable donation process.
Users track the signature status in-app and receive auto notifications.
Charitable Donations
Expanded support for IRS Form 8283 workflows:
Added new 8283 fields and a Deed of Gift modal.
Donation year now inferred automatically from the donation date.
Improved donation pages, pricing parity with the website, and PDF output.
General logic and performance enhancements throughout the donation flow.
Appraiser Mode Foundations
Building the next layer of professional tools:
Added Comparable Sales field and Appraiser Search functionality.
Introduced Appraiser cards and board view.
New Market Conditions entity with full CRUD support.
Reports automatically attach the closest market conditions.
Display effective date alongside FMV/RRV in report documents.
Safety Rails
Added new safeguards for data integrity and compliance:
Prevent report generation for Appraisals over $50k without 3 comparable sales.
Added frontend validation for high-value appraisals.
Data, Schema, and API
Performance and data consistency improvements:
Upgraded relevant fields to
bigintwhere appropriate.Extended Cycles API to support purchased artworks.
Deduplicated draft artists on bulk create; improved in-memory slug handling.
Integrations and Platform
Platform-wide reliability and analytics enhancements:
Fixed Sentry middleware to capture API errors in production.
Added FullStory analytics on the frontend.
Image gallery improvements: reorder, set primary image, and fix URL handling.
UX and Copy
UI polish and copy updates:
Wording improvements to donation flow and attestation checkbox.
Faster portfolio thumbnail loading; layout fixes for long item names.
Auto-refresh invoice status on appraisal cards.
Workspaces now sorted alphabetically.
Currency formatting applied consistently across the UI.
Internal / Developer Experience
Quality-of-life upgrades for internal and local development:
Archived executed migrations for cleaner trees.
Added seeds for artists, workspaces, and items to improve local testing.
Transaction wrapping for item uploads; fixed Jest connection error.
Refactored serializers and added leap-case test coverage.