Release 1.78

Rewrote how Excel export works.

User facing

Response compare

• Styling changes to make the sections easier to read

• Re-styled scorecard section to show the breakdown between categories and sub-categories

• Fixed export of “No charge” pricing items to only show the number of estimated hours/months

• Fixed incorrect pricing model displayed for firm supplied hourly rates

• Added the firm-selected pricing models for fee breakdown sub-items

• Repeated column titles in the pricing section to make it easier to read for RFPs with a large number of pricing items

• Adjusted row spans for content containing a lot of text, e.g. pricing item comments/assumptions, proposals summary, questionnaire responses etc.

• Slightly faster to export now. Especially for large RFPs with many proposals

Savings summary

• Converted currency values in savings summary export to be numeric types

• Added a currency column, since currency values are no longer formatted as text with a currency code in the same cell

• Slightly faster to export now

Tech side

Added an abstraction layer above the Excel export library to make working with Excel export easier.
Moved the data fetching and manipulation to the backend.

[✔] Tested - All Excel exports need to be tested. Need to run master locally and create all Excel files, then run release locally and create them again. Then compare the two sets.
[✔] Compare table tested and working well

Small changes

• RFP form - Make questions drag-and-dropable.
  Matches the behaviour of the pricing items.
  Previously had to use up/down arrow buttons.
  [✔] Tested - Works, tested in Edge, Chrome and IE11
  
  

• Improved email template.

  • Added header and footer images

  • Added more call-to-action buttons rather than rely on text links

  • Removed “PERSUIT notification: ” prefix from the email subjects.
    Many of the emails subjects started with “PERSUIT notification: “
    
    

     
     

    
    [✔] Tested
    
    
    

• Admin app - Added publish/un-publish functionality to system templates.
  Un-published system templates are not visible to users.
  
  
  

   

  
  
  [✔] Tested
  
  

• Text changes on firm status stepper component.
  ”Declined conflicts” is now “Unable to clear conflicts“.
  ”Declined to participate” is now “Unable to participate”.
  [✔] Tested

Security

• The forgot password form used to give no feedback if the submitted email didn’t exist.
  This is a UI bug and a security issue as it allows malicious actors to determine if email addresses have corresponding Persuit accounts.
  The page now returns the same message regardless of if the account exists or not.
  [✔] Tested

Bugs

1. 🐞 Admin app - Hide auto-share sub-form when editing firm orgs
   Can’t do auto-sharing of firm orgs.
   [✔] Tested

Tech stuff

• 💻 Upgrade graphql and related packages.
  There were some security bugs in the older versions we were using.
  [✔] Tested - Didn’t directly test this but the app still generally works in Chrome, Edge and IE11.