Atollon Innovations (week 20)

NewSales FeaturesModule Innovations

• Expanded Application Suite: Finalised development of both new and existing applications within the Sales module.

• Web Interface Integration: Introduction of specialised tools previously unavailable on the web platform.

• Enhanced Sales Workflow: Improved connectivity between individual applications for a smoother end-to-end process.

CalendarDeals

Sales Pipeline Header: A new visual component at the top of the deal detail for instant status recognition.

Change project type: Easily switch the "Project Type" directly within the Sales module.

Enhanced Timeline

• Modernized Interface: New, cleaner design for a more professional look.

• Improved Readability: Better layout and spacing for faster orientation in case history.

Direct Action Buttons

• Case Operations: Duplicate a deal, create a new device, or start a project with a single click directly from the business case.

• Financial Documents: Instantly generate related financial records, including Estimates, Sales Orders, and Invoices.

• One-Click Workflow: Streamlined process for converting sales opportunities into operational or financial tasks without leaving the page.

Unified Order Management (Sales Orders, Purchase Orders, Offer Received)

• AddedStandardized Interface: All order types now share a fullconsistent, calendarmodern viewweb withdesign month,for week,easier navigation.
• Split-Screen Editor: Efficiently manage your document list and daydetail layouts.side-by-side.
• AddedDynamic aDocument calendarHandling: user
  switcher

  • Sales Orders: Manage client commitments and track expected delivery.

  • Purchase Orders: Streamline procurement and supplier communication.

  • Offer Received: Track and process incoming vendor proposals.

  • Real-time Calculations: Automatic updates for viewingVAT, othertotals, users'and calendars.currency conversions across all documents.

  • Added
  a CalDAV settings dialog for syncing external calendars.
• Added a change password dialog accessible from the user header.

Communication and Messaging

• Added a dedicated Message Move dialog for moving messages between contexts.
• Added a Resolve Message Options dialog to handle status changes on resolution.
• Added an Email Sender Contact Badge that surfaces matching contacts inline in the message list.
• Added bulk selection of messages through a reusable Bulk Select Checkbox component.
• Added a Duplicate Contact modal triggered during new contact creation.

Invoices 

 

• Added an Invoice Timeline view for chronological tracking of invoice events.
• Added an Invoice Communication view for invoice-related messages.
• Added an Invoice Documents view for related document handling.
• Added tracking code and company info resolution based on VAT and registration numbers during invoice context creation.

Projects and Activities

• Added a Change Project Type dialog with full type-switch workflow.
• Added "Move Project" and "Move Activity" actions.
• Added billing and product filter controls to the filter renderer.
• Added text and numeric filter controls to the filter renderer.

Tasks and Issues

• Added a dedicated Task Timeline view.
• Added a dedicated Issue Timeline view.

Enhancements

Calendar

• Improved calendar responsiveness across desktop, tablet, and mobile.
• Improved calendar header, filter, and date picker components.
• Improved the events list with richer card content and table view.
• Improved Add/Update Event flow with additional fields and validation.
• Improved calendar app integration up to release candidate 3.

Communication and Messaging

• Improved the new message dialog and composer, including a redesigned layout and editor.
• Improved comment chat window with richer formatting and event handling.
• Improved messages component, messages card components, and swipeable mobile rows.
• Improved communication list and communication menu navigation.
• Improved message resolution utilities and compose send pre-flight checks.
• Improved TinyMCE editor integration and configuration.

Invoices

• Improved Add/Update Invoice form with refined bank, supplier, transaction, and comment sections.
• Improved invoice card and detail components for clearer status presentation.
• Improved customer and supplier dropdowns within invoice forms.
• Improved invoice filter component behavior.

Contacts and External Contacts

• Improved External Contacts component, contact card, and contact creation flow.
• Improved Contact Detail view and mobile detail view.
• Improved Contact Relationship wrapper and relations detail components.
• Improved Contact Timeline view across desktop and mobile.
• Improved Company Name dropdown and add-company / add-person flows.

Filtering and Views

• Improved Filter Search Text Box parameter handling and readability.
• Improved Filter Control Renderer with refined folder filter pattern handling and category extraction.
• Improved Filter Controls and Quick Filter Controls for project and service activities.
• Improved Project Activities view loading and data hook.
• Improved Standard Status Filter dropdown and item type filter components.

Header Toolbar and Navigation

• Improved Activity, Folder, and Project components in the header toolbar.
• Improved Status Pipeline Toolbar and FPA status button.
• Improved buttons component and header toolbar layout consistency.
• Improved Finder context tree, finder details, and finder layout.

Mobile and Layout

• Improved App Tab Container and App Menu for mobile, including new container item styles.
• Improved Mobile Menu navigation and User Header / User Navigation Mobile.
• Improved mobile detail views in project activities and service activities.
• Improved Reef Timeline view shared across modules.
• Improved Tabs Layout component spacing and behavior.

Products and Project Items

• Improved Product Component, Product Detail view, and Product Detail mobile view.
• Improved Project Product tree, new activity add/edit, and tree component.
• Improved Project Item Grid with refined column handling.
• Improved Numeric Text Field and ComboBox cell editor in tree grids.
• Improved Activity, Billing, Expense, and Timesheet line components.

Context and Search

• Improved Context Selection with new icons, improved selection state, and richer types.
• Improved Context Search state and FPA list request integration.
• Improved Context New dialog with additional fields and contact-type wiring.
• Improved Context Move dialog and added success-effect handling.

Localization

• Improved Czech translations across calendar, contacts, invoice, common, and layout modules.
• Improved English translations for invoices, layout components, and contacts.
• Improved Bulgarian, German, French, Spanish, Italian, Polish, Romanian, Russian, Slovak, Ukrainian, and Arabic invoice translations.
• Improved multilingual consistency of labels, statuses, and form text.

Bug Fixes

• Calendar: Fixed responsiveness, header layout, filter handling, and event detail behavior.
• Calendar: Fixed event work-type filter and FPA list dropdown issues.
• Messaging: Fixed email composition issues including attachments, settings, and pre-flight handling.
• Messaging: Fixed message list rendering, swipeable mobile row behavior, and card component styles.
• Messaging: Fixed new message component and dialog state handling.
• Invoices: Fixed invoice transaction, supplier, and bank section inconsistencies.
• Invoices: Fixed customer and supplier dropdown duplication.
• Invoices: Fixed translation keys across all supported invoice locales.
• Contacts: Fixed external contact creation, contact detail rendering, and relations refresh.
• Contacts: Fixed contact card and context menu button behavior.
• Filtering: Fixed filter renderer issues with folder, billing, and product filters.
• Filtering: Fixed quick filter control synchronization in service activities.
• Header Toolbar: Fixed Activity, Folder, and Project component layout and behavior.
• Header Toolbar: Fixed status pipeline toolbar and FPA status button rendering.
• Mobile: Fixed App Tab Container and App Menu Mobile navigation issues.
• Mobile: Fixed mobile detail view layout in project and service activities.
• Projects: Fixed Project Item Grid behavior and column rendering.
• Projects: Fixed product line, billing line, expense line, and timesheet line components.
• Tasks and Issues: Fixed task and issue detail views, including create-issue dialog and add/update task flows.
• Documents: Fixed Document Create/Update form behavior.
• PDF: Fixed PDF rendering errors by falling back to the native viewer.
• Forms: Fixed form view rendering and updated form service handling.
• Finder: Fixed finder context tree behavior and details panel layout.
• Localization: Fixed Czech translations in layout components, invoice, and common modules.
• Build: Fixed build issue caused by a missing focus dependency.