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    Release Notes

    What's new in the Trailhead Printing ordering platform. Currently running

    v3.2.3

    v3.2.3
    2026-10-31

    Maintenance & Improvements

    Automatically generated release covering the changes shipped in this deployment.

    Improvements

    • Approved catalog products
    v3.2.2
    2026-10-31

    Maintenance & Improvements

    Automatically generated release covering the changes shipped in this deployment.

    Improvements

    • Work in progress
    v3.2.1
    2026-10-31

    Maintenance & Improvements

    Automatically generated release covering the changes shipped in this deployment.

    Improvements

    • Work in progress
    v3.2.0
    2026-08-15

    Intake Prefill, Customer Records & Smarter Job Parts

    Public intake improvements, dedicated customer detail pages with document management, and automatic job part naming across the staff order flows.

    New features

    • Public release notes page with the running version shown in the site footer on every page
    • Customer detail pages at /staff/customers/:id with Details, Documents, Orders and Negotiated Pricing tabs
    • Customer document uploads and tax exemption certificate review from the staff portal
    • URL query-parameter prefill for public intake forms plus a staff toolbar to copy or email prefilled links
    • Scan Station at /staff/scan with Code128 barcodes printed on job tickets
    • Catalog items support "allow custom quantity" so forms can restrict to set quantities
    • N-Up quantity on document printing so unit pricing reflects finished pieces

    Improvements

    • Job parts auto-name themselves: catalog items as "Product - Variants (qty)" and apparel as "Style (N pcs) - Print + Press" when DTF is on
    • Quotes now fold order-level discounts into each line item showing list, savings and net price
    • Searchable catalog dropdowns in staff order creation
    • Catalog shipping supports flat or per-piece rates end to end
    • Intake shipping addresses accept apt/suite/unit and remain editable after verification
    • Fulfillment choices and shipping fees persist across cart items on intake forms

    Fixes

    • Fixed custom quantity typing snapping back to a matching preset value
    • Fixed intake-created orders not persisting selected variant options to job parts
    • Fixed garbled characters in generated quote PDFs
    • Normalized email subject encoding for special characters
    v3.1.0
    2026-01-21

    Customer Portal Receipts & Tax Document Uploads

    Enhanced customer portal with hosted receipt viewing and self-service tax exemption document uploads with automatic staff notifications.

    New features

    • Hosted Receipt Links - Customer portal now links directly to Trailhead-hosted receipts instead of Stripe
    • Receipt Access Tokens - Secure token-based authentication for customer receipt viewing
    • Tax Document Self-Upload - Customers can upload tax exemption certificates directly from their portal
    • Tax Exemption Notifications - Leads and admins receive email when a customer uploads a tax document for review
    • Dashboard Tax Review Widget - Shows pending tax exemption documents awaiting verification with quick actions

    Improvements

    • Customer portal shows "View Receipt" for paid orders linking to branded receipt page
    • Receipt page supports both staff authentication and token-based customer access
    • Tax exemption is applied immediately when document uploaded (pending verification)
    • Dashboard shows expiring tax exemptions within 30 days for proactive outreach
    • Legacy order receipts now fetch actual line items from Stripe instead of showing incorrect rounding adjustments
    • Improved error messaging for tax document upload failures

    Fixes

    • Fixed tax document upload failing due to database constraint
    • Fixed generic error messages not showing actual storage/function errors
    v3.0.0
    2026-01-17

    Task Management, Proofs Dashboard & Performance

    Major release introducing staff task assignment, a dedicated proofs management page, and significant performance improvements for dashboard statistics.

    New features

    • Staff Task Assignment - Leads/admins can create and assign tasks to team members with due dates and priorities
    • My Tasks page - Personal dashboard showing assigned tasks, status, and quick actions
    • Proofs Dashboard - Dedicated page to manage all proofs: pending, revisions requested, and approved
    • Proof Response Notifications - Staff receive email notifications when customers respond to proofs
    • Proof badge in navigation - Real-time count of pending proof responses requiring attention
    • Multi-select status filter on Orders page - Filter by multiple statuses simultaneously
    • Personalized dashboard greeting - Shows staff member's first name

    Improvements

    • Dashboard statistics now use optimized database count queries for scalability
    • Total orders and revenue calculations no longer load all records client-side
    • Orders page defaults to active statuses only (excludes Picked Up and Cancelled)
    • Stripe invoice line items now show detailed job part descriptions instead of generic "Order Total"
    • Invoice line items include impression counts, paper types, vendor names, and design fees

    Fixes

    • Fixed dashboard stats not reflecting all orders when order count exceeds page size
    • Fixed total revenue calculation accuracy for large order volumes
    v2.1.0
    2026-01-16

    Customer Proof Approval Workflow

    New customer-facing proof approval system allowing customers to review, approve, request revisions, or reject proofs directly.

    New features

    • Customer Proof Approval page - Customers can view and respond to proofs via a secure link
    • Proof status tracking - Pending, Approved, Revision Requested, and Rejected statuses
    • Customer feedback notes - Customers can provide feedback when requesting revisions
    • Proof version history - View all proof versions with their status and response history
    • One-click proof link generation - Staff can generate a shareable proof approval link

    Improvements

    • ProofManager now generates customer access tokens and proof-specific links
    • Proof approval links are automatically copied to clipboard for easy sharing
    • Customer portal shows pending proofs requiring attention
    v2.0.0
    2026-01-16

    Negotiated Pricing & Schedule Management

    Major release introducing customer-specific negotiated pricing items and enhanced schedule management with month views and store closures.

    New features

    • Customer Negotiated Pricing - Set up custom price items for specific customers that can be quickly added to orders
    • Negotiated Items job type - New job part type that pulls from customer-specific pricing agreements
    • Schedule Month View - Toggle between week and month views for staff scheduling
    • Copy Week functionality - Duplicate an entire week of shifts to another week
    • Store Closures management - Add one-off closure days with optional reasons
    • Shift Notes - Click any shift to add or edit notes directly
    • Service Contract Pricing display - View service contract modifiers in Pricing Settings

    Improvements

    • Unified job part editing - Create Order and Edit Order now share the same JobPartEditor component behavior
    • Negotiated items automatically populate part name and price when selected
    • Price per set can be overridden on individual orders if needed
    • Store closures are visually indicated in both week and month schedule views

    Fixes

    • Fixed "Customer Required" error when editing existing orders with negotiated items
    • Fixed missing Negotiated Price option in new order creation
    v1.1.0
    2026-01-16

    Pricing Controls & Order Improvements

    This release adds admin-configurable volume pricing for document printing and several quality-of-life improvements.

    New features

    • Volume pricing tiers for document printing - admins can configure price breaks at 1,000, 5,000, 10,000, 15,000+ impressions
    • New Pricing tab in Settings for admins to manage document printing price breaks
    • Ready for pickup email now logs confirmation note with date/time to order notes

    Improvements

    • Paper selection is now required for document printing and wide format jobs
    • Visual indicators (red border) show when required paper selection is missing
    • Pricing calculations now use database-driven tiers instead of hardcoded values
    • Synchronized pricing logic between Create Order and Edit Order pages
    • Added lamination and trim options to Create Order page

    Fixes

    • Fixed inconsistent pricing between new order creation and order editing
    • Removed default "Standard Bond" option for wide format - paper selection now required
    v1.0.0
    2026-01-15

    Initial Staff Portal Release

    Welcome to the new Trailhead Printing staff portal! This system replaces our previous workflow with a modern, integrated solution.

    New features

    • Order management with Kanban and list views
    • Customer database with AI-powered insights
    • Job parts with document printing, wide format, apparel, and special orders
    • Integrated invoicing and payment collection (terminal, online, cash, check)
    • Deposit collection workflow with configurable percentages
    • Customer portal with estimate approval and order tracking
    • Production queue management
    • QuickBase sync integration
    • Email notifications for estimates and order completion

    Improvements

    • Real-time order status updates
    • Mobile-friendly responsive design
    • Quick search across orders and customers
    Trailhead Printing · v3.2.3