Backend: release notes
Enhancements:
- Improved display name and serializer for rateversions.
- Adjusted exported hourlist values for hours, rate, and rate value to be digits instead of string.
- Added 'company_name' to stakeholder and implemented two patterns for stakeholder's company_name; 'stakeholder_company_name' and 'contact_company_name'.
- Enhanced the Custom reports with initial work.
- Added job_title and company_name to stakeholder model.
- Extended the DataroomBackgroundSyncJob to update files, templates or both.
- Added duplicate action to TemplateDriveItem and DriveItem admin.
- Introduced changes to hour reports (Excel) and net value per hour shown in hour lists.
- Added reports (Excel) for invoiced and uninvoiced hours on end date (of selection).
Fixes:
- Rectified a minor bug in stakeholder document patterns.
- Fixed an issue in signdocumentsviewset filtering.
- Resolved a 400-error in hour reports when missing primary currency.
- Fixed minor bugs in views: get_hours_uninvoiced_on_end_date_report and get_hours_invoiced_on_end_date_report.
CRM:
- Work on the CRM is in progress. Expect comments and other improvements soon.
Please note that recent changes in the ClientAccount model and the expensetype form and table in front are also part of this release. We've also improved filtering in DocumentsViewSet and added a view for retrieving breadcrumbs depending on the document folder.