Changelog

• ✨Enhancements:
  • Date Range Filter Added
    A date range selector has been introduced within the filters pop-up. Users can now narrow down their data views by specifying a custom date range, allowing for more targeted analysis and efficient data management.

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  • Filter-Aware Exporting
    The export functionality now respects all filters applied by the user. This ensures that only the relevant and specifically filtered data is included in the export, offering greater precision and control over what is downloaded.
  • Search Results Highlighted
    Search functionality has been enhanced with a dedicated "Results Found" tab that displays all matching results in one place. The most relevant results now appear at the top, helping users quickly find what they’re looking for without having to dig through unrelated entries. This update makes navigating and interacting with search outcomes faster and more intuitive.

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  • "View Transaction" Link Restored
    The "View Transaction" link has been reintroduced to the Project Details page. This reinstatement allows users to quickly navigate to transaction-level details directly from the project view, improving usability and reducing navigation steps.

• 🐛Fixes:
  • Routing Issue Resolved
    Addressed a bug that, on rare occasions, caused applications to route to unintended lenders. The logic has been refined to ensure routing consistently aligns with configuration and eligibility settings.
  • User Management Alert Link Fixed
    Resolved an issue on the Team page (for merchant users) where the “Manage Users” alert contained a non-functional link. The link now behaves as expected and properly redirects users to the user management interface.

• 🐛Fixes:
  • Resolved filtered related issues
    We addressed multiple issues affecting the reliability of filtered data views. These fixes ensure that filtering logic works as expected across the platform, improving the accuracy and consistency of results.
  • Fixed tab inconsistency with applications
    Previously, applications were showing conflicting statuses across two separate tabs. This issue has been corrected so that each application now displays consistent and accurate information, regardless of the tab being viewed.
  • Resolved Breeze status code mismatch
    An integration issue with Breeze caused problems due to different status codes being returned during submission and status update events. We've updated our handling logic to accommodate Breeze's distinct codes, ensuring smooth and accurate status tracking.
• ✨Enhancements:
  • Improved email deliverability for prequal invites
    Prequalification invitations were previously landing in recipients' Promotions folders, reducing visibility. We've made changes to our email content and delivery strategy to improve inbox placement, helping more invites reach users' primary inboxes.

• 🐛Fixes:
  • Incorrect Service Submission Routing
    Resolved an issue where certain projects were incorrectly submitted as a service and subsequently declined by a lender. Customers are now properly routed to the appropriate financing option. A permanent fix has been implemented to prevent this behavior moving forward.
  • Search Result Visibility Issue
    Resolved an issue where search results displayed an accurate match count, but the corresponding record was not visible in the results list. This behavior has been corrected to ensure consistency between the match count and displayed records.
• ✨Enhancements:
  • Project Status Update Handling
    Enhanced the project status update process by refining the status update webhook to ensure accurate and timely status reflection across the system.
• 🆕 New Features:

  • Waterfall Process Visibility
    Introduced functionality to display where a waterfall process failed or routed to a fallback option, enhancing visibility for troubleshooting and support teams.

    

• ✨Enhancements:

  • Dashboard & Applications UI Enhancements
    Made frontend improvements to the Dashboard and Applications pages, including better layout structuring, enhanced responsiveness across devices, and streamlined user interactions. These changes aim to improve usability, speed, and overall user workflow.

    • Dashboard now shows alerts for the merchant only.

      

    • Applications now show different categories, Action Required(for the merchant), Approved, Declined, Waiting on Customer, Pending Lender Review.

      

    • Dashboard now shows two buttons for support, you can either call or email.

      

• ✨Enhancements:
  • Prequalification SSN Update
    Made minor updates to the prequalification page to validate Social Security Numbers before submitting to Experian.
  • Address Validation Update
    Added validation to ensure that, if provided, Address Line 2 is properly formatted before submitting to Experian.

• ✨Enhancements:
  • Update to Default GreenSky Plan List
    We updated the list of GreenSky plans displayed when a contractor has not applied any plan filters. A new plan was added to the default list, which now includes three plans.

Zero updates, 100% good vibes ✨ — everything’s running smooth and steady 😎

• ✨Enhancements:
  • FTL Loan Amount Cap Added
    Implemented a cap on the loan amount field for FTL applications to prevent users from entering excessively large values and ensure data remains within acceptable limits.
• 🐛Fixes:
  • GreenSky Auto-Update Issue Fix
    Identified and resolved an issue affecting a subset of GreenSky merchants where their applications were not updating automatically as expected. Implemented a fix to ensure updates are processed consistently moving forward

• 🐛Fixes:
  • Duplicate Equipment Display Issue
    Resolved an issue where the same equipment was being displayed multiple times due to a duplication error. Updated the logic to ensure each piece of equipment is listed only once.