Ready to deploy to Client Environments

Before deployment, clients are responsible for testing all new functionality and features outlined in the Release Notes within their DEV and TEST environments. 
Once testing is complete and approval is provided, deployment to Production can proceed. Please note that Production deployments cannot be rolled back, so it is essential that clients conduct thorough testing prior to approval.

Minimum version v12.1.7

SP20 (Latest)

Focus: Future clarity & smoother visuals.

• Prepared groundwork for clearer frame descriptions (subtitle line) to improve browsing in a future update.
• Improved loading of 3D models so complex views can appear faster and more reliably.

SP19

Focus: Quote flexibility.

• Added support for supplier-only quote adjustments (lets suppliers refine pricing without cluttering dealer view).
• Introduced smarter triggers so quotes recalculate only when meaningful changes occur (reduces waiting and surprise recalculations).

SP18

Focus: Reliability and transparency.

• Fixed issues around template-based attributes to reduce unexpected errors.
• Improved visibility controls so frames only show the attributes that matter to the user.
• Added more precise editing for options, reducing accidental changes.
• Performance tuning: batch processing for large quotes reduces wait time.Added detailed price breakdown capability for special items (clearer understanding of where costs come from).

SP17

Focus: Stability and configurability.

• Added flexibility to set advanced options even when certain properties aren’t pre-defined.
• Improved handling of shipping/address changes so required updates run automatically.
• Fixed earlier issues so custom item requests behave correctly in supplier workflows.
• Small naming and consistency refinements to reduce confusion. 

SP20:  Faster 3D previews, cleaner screens, branch-aware defaults.

SP19:  Smarter quote recalculations, supplier-only adjustments.

SP18:  Performance batching, clearer price breakdowns, fewer template issues.

SP17:  Templates reuse, cleaner group layout, richer custom items, compression + caching.

Email notification for Support tickets

A new enhancement has been added to the Support Request system to improve communication and visibility.
When the state of a Support Request changes, all users participating in the conversation will now receive an email notification advising them of the update.

This ensures that everyone involved stays informed of important status changes without needing to manually check the portal.

PBI: 218244

SP20

Ability to set up default values at a dealer (branch) level

New Feature: Branch-Level Quote Defaults

We’ve introduced a new Defaults section on the Quotes list page, giving each Branch more flexibility and control when creating quotes.

What’s new?

• Branch-specific defaults
  Each branch can now set and save its own quote defaults, independent of the supplier system.
• Automatic saving
  When you update the defaults, your changes are automatically saved when you press Save or when you leave the page.
• Reset option
  A Reset button is available to restore the supplier’s defaults. This ensures that any future updates made by the supplier will also flow through.

Why it matters

This feature allows every Branch to fine-tune its quoting process while still staying aligned with the Supplier’s settings, when needed. It means less manual editing for new quotes and a smoother quoting experience.

PBI: 220662

SP20

Previously user was able to cancel quote with issued 
(unresolved) custom items

PBI: 223375

SP20

Support Request associated with Line Items

Feature Summary

PBI 225294

SP20

Finalizing features

FrameConfig v2.1.8 (Requires Macros v12.1.2 / 2025 SP17)

Changes

• Finalized Attribute Templating
  Attribute templating is now fully supported. Templates can set properties that may not previously exist, providing more flexible and powerful configuration scenarios.
• Supplier-Driven SSI on Address Change
  Introduced a Custom option that, when enabled, automatically triggers SSI whenever a shipping address is updated.

Example — Enabling SSI Trigger

Public Function GetExtendedCustomOptions(customerref As String) As JSONObject
  Dim customOptions As JSONObject = ObjectFactory.CreateJSONObject

  '.... Other options
  customOptions.Field("quote.ssi.trigger.shipping") = True

  Return customOptions
End Function

Main App (Dealer) Enhancements

Enhanced Migration Connection Health Check

Migrations now include additional validation steps to confirm connection health.

If an unrecoverable error occurs, the system automatically generates a detailed diagnostic email to administrators.

Example Email (Developer-Facing)

Migration Health Check Error
Tenant ID: 1248
Timestamp: 2025-08-25 06:01:32 UTC
Error Type: Migration Error
Deployment ID: 1
Deployment Name: http://localhost:8000
Suppliers: Demo Db 

Exception Details

Message:
TransientDbError -> Initialization failed due to an unrecoverable migration error.

Support Guidance
This is an unrecoverable migration error. If this is a production environment, please urgently contact the Dealer R&D team.

Email Failures for Critical Error Handlers
Important error handlers now send email notifications on failure, ensuring visibility and faster resolution.

PBI: 226977

SP18

Quote Item Price Breakdowns - Add Feature

Overview

Previously, Server Side Items (SSI) in quotes only allowed a single line item per type, which then formed an aggregate line item in the final quote. This limited flexibility and made it difficult to explain how certain costs (such as shipping or fees) were calculated.

The new feature introduces the ability to add breakdown sub-items within an SSI line, using enhanced V6 macro functions. This allows a single SSI entry to be transparently divided into multiple components while still rolling up into one aggregated parent line in the quote.

Purpose

• Provide clear cost breakdowns to the customer while maintaining SSI aggregation.
• Support flexible macro-driven definitions for item breakdowns (e.g., shipping, service fees, handling charges).
• Enhance transparency in quotes by showing how totals are calculated.

Example: Shipping Breakdown

Below is an example of adding a Shipping Breakdown SSI with three sub-items.

Rendering in Markdown (customer-facing)

### Shipping Breakdown

The shipping cost is divided into the following components:

| Sub-Item              | Description                      | Percentage of Total Price |
|-----------------------|----------------------------------|---------------------------|
| Shipping Handling     | Covers handling and processing   | 2%                        |
| Shipping Loading Fee  | Includes loading and logistics   | 3%                        |
| Shipping Delivery     | Encompasses delivery to location | 5%                        |

Each component represents a portion of the overall shipping charge, ensuring transparency in how shipping costs are calculated.

V6 Macro Example

Dim sb As StringList = ObjectFactory.CreateStringList
sb.Add("### Shipping Breakdown")
sb.Add("")
sb.Add("The shipping cost is divided into the following components:")
sb.Add("")
sb.Add("| Sub-Item                | Description                       | Percentage of Total Price |")
sb.Add("|-------------------------|-----------------------------------|--------------------------|")
sb.Add("| Shipping Handling       | Covers handling and processing    | 2%                       |")
sb.Add("| Shipping Loading Fee    | Includes loading and logistics    | 3%                       |")
sb.Add("| Shipping Delivery       | Encompasses delivery to location  | 5%                       |")
sb.Add("")
sb.Add("Each component represents a portion of the overall shipping charge, ensuring transparency in how shipping costs are calculated.")

Dim aPrices As JSONArray = ObjectFactory.CreateJSONArray
aPrices.Add(V6SSIBreakdown("Shipping Handling 2%", price * 0.02))
aPrices.Add(V6SSIBreakdown("Shipping Loading Fee 3%", price * 0.03))
aPrices.Add(V6SSIBreakdown("Shipping Delivery 5%", price * 0.05))

Return V6ServerSideSpecialItemGroupBreakdown(
    "SHIPPING REPLACEMENT",
    "Shipping",
    "Fixed Shipping Rate 10%",
    1,
    sb.Text,
    SSI_Shipping,
    aPrices
)

Key Functions

• V6SSIBreakdown(label, amount)
  Creates an individual breakdown sub-item with a label and calculated amount.
• V6ServerSideSpecialItemGroupBreakdown(key, name, description, quantity, markdownNote, type, breakdownItems)
  Returns a grouped SSI with:
  • key – Unique identifier
  • name – Display name
  • description – Description shown on the quote line
  • quantity – Unit quantity (usually 1)
  • markdownNote – Explanatory note rendered for the user
  • type – The SSI type (e.g., SSI_Shipping)
  • breakdownItems – Array of sub-item breakdowns

Benefits

• Transparency: Customers can see exactly how aggregate SSI charges (like shipping) are calculated.
• Flexibility: Developers can easily define new breakdown structures via macros.
• Consistency: Still presented as a single SSI line item in totals, ensuring quotes remain clean and aggregated.

PBI: 226990

SP20

2.3 - Feature: Ability to Save Frame Attribute Groups as Quote Default (Attribute Templating)

PBI: 226069

SP18/20

Working on Migration Email and Onboarding issues

FrameConfig v2.1.8

• Smarter Templates – Attribute templating is finalized, making it easier to apply consistent templates, even when properties didn’t exist before.
• Supplier-Specific Automation – For suppliers that require it, the system now automatically re-runs SSI when a shipping address is updated.

Dealer Main App

• Safer Updates (Migrations) – The app now checks system health before migrations. If a critical issue occurs, an automated email is sent with clear guidance.
• Faster Visibility of Errors – If an important system process fails, administrators are notified immediately by email, allowing quicker resolution and less downtime.

A number of issues around migrations, and onboarding tenants have occurred. These are based on resiliancy and stability issues that have occurred over time and require some redesign.

Our timed azure functions for certain fall back have been moved from timed triggrers to queued events.

This logic has moved from function, to API.

We can remove the following things from backoffice settings

For HTTP Triggers we must add to the function app, and generate a global value in the keyvault for deployment pipeline use.

We must add the new settings to API

PBI: 226977

SP17

Refactor Cancellation Reasons, Localize Compatible

PBI: 226684

SP18

Supplier Price Adjustment via SSI

Supplier Quote Discount (SSI-Based)

Available in: Dealer 2025-SP19 and Macro v12.1.5

We are introducing a new Supplier Quote Discount feature designed to make supplier pricing adjustments easier and more transparent at the quote level.

Key Highlights

• New Quote Attribute
  A dedicated attribute, Supplier Quote Discount, is now available at the quote level. This ensures discounts are managed consistently across the entire quote rather than per item.
• Automatic SSI Processing
  When the Supplier Quote Discount is edited, the system automatically triggers Server-Side Item (SSI) processing. This ensures that any changes are applied immediately and reflected accurately in the quote.
• Server-Side Calculation
  Discounts are calculated and processed directly by the server, ensuring consistent treatment of adjustments across all users and environments.
• Supplier Input Handling
  • Suppliers can enter a raw discount value (e.g., $4000).
  • The system automatically converts this into the correct discount format.
  • Validations ensure discounts must be positive and applied correctly.
• Aligned With Customer Discounts
  The implementation allows alignment with customer discount policies. For example, if a supplier discount is entered alongside a customer discount, the system ensures net pricing is handled properly and without duplication.

Benefits

• Consistent handling of supplier discounts at the quote level
• Immediate recalculation and adjustment through SSI automation
• Reduced errors with server-side validation and processing
• Flexibility to support both supplier cost-based discounts and net sell price adjustments

Summary

The new Supplier Quote Discount feature streamlines how supplier discounts are applied and ensures they are validated, processed, and reflected accurately in quotes. This makes the quoting process simpler, more reliable, and better aligned with customer discount structures.

Dependencies: Dealer 2025-SP19, Macro v12.1.5

This section describes the technical implementation of the Supplier Quote Discount feature.

1. Quote Attribute Setup

• Add a new quote-level attribute:
  • Code: SUPPLIER QUOTE DISCOUNT
  • Description: Supplier Quote Discount
• Attribute is quote-level only and not visible at the item level.

2. Add to Global Quote Attributes

• Ensure the new attribute is included in the global quote attributes list so it is available in all quotes.

3. Dealer Bindings → Configuration Macro

In GetExtendedCustomOptions, configure SSI triggers:

Dim ssiConfig As JSONObject = customOptions.NewObj("quote.attributes.config")
Dim triggers As JSONArray = ssiConfig.NewArray("triggers")
Dim attr1 = triggers.NewObj
attr1.field("code") = "SUPPLIER QUOTE DISCOUNT"
attr1.field("runssi") = True
attr1.field("excludeFromValidation") = True

4. Dealer Bindings → Server Side Items

• Define a new constant:

Const SSI_QuoteDiscount = 2005
 

• Add an entry for the new function:

Private Sub AddIfValid(items As JSONArray, item As JSONObject)
    If Not (item Is Nothing) Then
        items.Add(item)
    End If
End Sub

AddIfValid(items, GenerateQuoteDiscount(aCustomerRef, varInput))

5. Implementation: GenerateQuoteDiscount

This function processes the entered supplier discount:

Private Function GenerateQuoteDiscount(aCustomerRef As String, varInput As JSONObject, annotations As JSONArray) As JSONObject
    Dim quoteDefaults As JSONArray = varInput.Path("quote\defaultQuoteOptions")
    Dim AdjustmentItem As JSONObject = FindAttrInGroups(quoteDefaults, "SUPPLIER QUOTE DISCOUNT")
    If IsNothing(AdjustmentItem) Then Return Nothing

    Dim strValue As String = AdjustmentItem.Field("value")
    If String.IsNullOrWhiteSpace(strValue) Then Return Nothing

    Dim value As Decimal = 0
    If Not Decimal.TryParse(strValue, value) Then Return Nothing
    If value = 0 Then Return Nothing

    If value < 0 Then
        annotations.Add(QuoteAnnotation(eTValidationIssueSeverity.ivisError, $"Quote Discount ${value} is invalid and must be more than zero"))
        Return Nothing
    Else
        value = value * -1 ' enforce as negative
    End If

    Return V6ServerSideSpecialItem("QUOTE SUPPLIER DISCOUNT", "Supplier Quote Discount", "Supplier Quote Discount", 1, "", SSI_QuoteDiscount, value)
End Function

Notes

• Supplier input is treated as cost price, and converted accordingly.
• Example: Supplier enters $4000, with a 20% customer discount, net discount applied is $3200.
• Validation ensures only valid, positive values are accepted.

PBI: 227181

SP19

Resolution times for support tickets in Dealer portal needs to show how long ticket took to resolve

Resolution Time Display Aligned Across Portals

The Resolution Time shown on support tickets in the Dealer Portal has been updated for consistency.
Previously, it displayed how long it had been since the ticket was resolved, while the Supplier Portal showed how long the ticket took to resolve.

Both portals now consistently display the total time taken from creation to resolution, ensuring clear and comparable resolution metrics across systems.

PBI: 227487

SP20

Territory Managers - add categories for TSM in Territories

PBI: 225052

SP20

PBI: 227351

SP20

Terms and Conditions split from Client Type  

Overview 

This release introduces a comprehensive overhaul of the Terms and Conditions (TaC) management, providing Dealers with greater flexibility and control over quote terms. The changes improve consistency, usability, and granularity across the platform.  

Key Enhancements: 

Entity Separation:

• Terms and Conditions are now managed as a standalone entity, independent from client types.  

Field Consolidation:

• Estimate and quote terms have been merged into a single field, allowing fine-grained control per quote, decoupled from pricing metrics.  

Terminology Update: 

• "Client Type" has been renamed to "Pricing Metric" for consistency across all pages.  

New Management Page:

• Added a "Terms and Conditions" page under the "Client" navigation tab.  
  Dealers can create, name, and set terms (up to 10,000 characters).  
  Only one default TaC can be set per branch.  

Branch-Specific Terms:    

• Terms and Conditions are now specific to branches, with default status managed per branch.  

Picker Integration:

• New picker fields on "Client" and "Project Detail" pages allow dealers to select default TaC from their list.  

Quote Page Updates:    

• TaC removed from Item Summary; now managed on a dedicated "Terms & Conditions" page.  
• Dealers can edit, clear, or select new terms, with toast notifications for changes.  

Default Assignment Logic:   

• New draft quotes inherit branch default terms (if set).  
• If a client is selected, client default TaC overrides branch default.  
• Quotes created from projects inherit project default TaC, then client, then branch default, in order of precedence.  
• If no defaults are set, the field remains empty.  

Client Types is now labelled Pricing Metric

Terms & Conditions are now on a new tab under 'Clients'.

Projects now have two fields for Pricing Metric and Terms & Conditions.

Terms and conditions have been removed from the Quote Items page and now reisde on a new Terms & Conditions tab

PBI: 225329

Task: 227323

SP20

Able to edit Options section on Custom Items in cancelled quotes

Apply correct readonly state to editor.

PBI: 226955

SP18

Refined Error Handling for migration

Discovered after deployment that the SQL errors were not trapping correctly because the number being returned was invalid. Refactored to execute number and string checking.

Fix handler and port back to SP16.

PBI: 227158

SP17 (ported back to SP16)

Frame Config Hints not showing on readonly items.

Previously, when certain fields (such as dropdowns and boolean switches) were displayed in read-only mode, their tooltips were not shown. This made it difficult to view additional context or descriptions for those items.

With this update

• Tooltips are now always visible for dropdowns, booleans, and similar items, even when the field is read-only.
• Users can hover over the field to see its description or guidance text, just as they can in editable mode.

Why this matters

This ensures that helpful context and explanations remain accessible regardless of whether a field is editable, improving usability and consistency across the application.

PBI: 227333

SP20

Remove billing address column from branch list page

Branch List Page Update

The Billing Address column has been removed from the Branch List page.
This column related to a deprecated feature and is therefore no longer required. The page now presents a cleaner, more focused view of branch details.

PBI: 227393

SP20

Dimensioning rows of lights in Dealer Web Module

Dealer users are unable to dimension rows of lights in a grid elevation as they are in V6. Investigate if this can be resolved in Dealer.