🛠 Enhancements

CMMS

Warranty Dispatch

When an asset is under warranty with a designated installing provider, work orders are now automatically dispatched to that provider instead of the default. This eliminates manual rerouting and ensures warranty-covered assets go to the right vendor from the start.

• What's New:

  • A new Installing Provider field is available on the asset record under Warranty Fields — set it once and dispatch logic handles the rest

  • When a work order is dispatched and the linked asset is under warranty, the system routes to the installing/warranty provider automatically

  • If a work order includes multiple assets with different warranty providers, dispatch falls back to the default provider and displays a clear inline message: assets with different warranty providers should be split into separate work orders

  • Assets under warranty are labeled "Under Warranty" in the asset list on the work order form so users know at a glance

  • If no assets on the work order are under warranty, a note is shown confirming the default provider will be used

Select All Checkbox on Mass Manage Grids

Previously, mass manage grids had no way to select all rows at once. Users who wanted to update most records had to click each row individually, which was time-consuming on large lists.

• What's Changed:

  • A "Select all" checkbox now appears in the column header of every grid that supports mass manage

  • Checking it selects all rows; unchecking clears all rows

  • Manually deselecting one row while all are selected puts the checkbox into an indeterminate state

  • Previous hint text ("If no selection is made, we will try to update all records in the list") has been removed

FexaAI

FexaAI UI Refresh

The FexaAI Hub, Work Order Agent, and WOA Chat Interface have been updated with a refreshed visual design to improve clarity and consistency across all AI entry points.

• What's Changed:

  • FexaAI Hub: coffee cup icon removed, "Let's get started" text updated to brand purple, "Available AI Actions" relabeled to "FexaAI Agents," agent buttons updated with revised colors and badge labels, background gradient replaced with white, FexaAI logo added to footer

  • Work Order Agent: page gradient replaced with white background, "Let's create your work order" header added, input box styling updated, FexaAI flower icon added to bottom

  • WOA Chat Interface: background updated to white, response and user message bubbles updated to distinct background colors, input area updated to match, disclaimer text updated to read "AI is helping fill out details to enrich your work order detail. Please verify and edit the generated information as needed before submitting."

Exclude Categories from FexaAI Work Order Creation

Admins can now control which categories are available when FexaAI creates work orders, without requiring engineering involvement. Categories marked as excluded are skipped by the AI agent during work order creation.

• What's Changed:

  • A new "Exclude from FexaAI Work Order creation" toggle is available on every Category admin record, defaulting to off

  • Changes take effect immediately on save - no deploy required

  • Enabling on a parent category cascades to all children; individual children can also be toggled independently

  • Changes are captured in the audit log

🐛 Bug Fixes

Warranty Status Incorrectly Showing as Active After End Date

Work orders created for facilities with expired warranties were being stamped as under warranty, which could cause incorrect dispatch and reporting. The system was checking for the presence of warranty dates rather than whether today falls within the active window.

• What's Fixed:

  • under_store_warranty is now only set to true when the current date falls within the warranty start and end dates

  • Facilities with an expired warranty end date correctly show as not under warranty on new work orders

Work Order Notes Info Dropdown Moved Out of Position

A recent change unintentionally moved the "Show WO Note Info" dropdown from its expected location below the note creation area to above it. This was not intentional behavior and caused confusion for users who rely on it heavily.

• What's Fixed:

  • The Show WO Note Info dropdown has been restored to its original position below the note creation section

Custom Exports Not Transmitting When Dataset Is Empty

When a custom export ran against a date range or filter that returned no data, no file was transmitted — even when the "Skip If No Invoices" option was turned off. Users had no indication anything went wrong.

• What's Fixed:

  • Custom exports (and standard exports) now transmit a file even when the dataset is empty, as long as "Skip If No Invoices" is set to off

Saved Work Order Lists Crashing for Vendor Users

Vendor users and other users with restricted component permissions would see the work order grid fail to load when clicking a saved list from the navigation. A JavaScript error occurred because the system tried to reorder columns that had already been removed by the permission check.

• What's Fixed:

  • Users with restricted permissions can now open saved work order lists without errors

  • Column order from saved lists is applied correctly after permission-based columns are removed

  • No regression for users with full permissions

Inactive Assets Appearing During Work Order Creation on Mobile

When creating a work order in a mobile web browser, inactive assets were still appearing in the asset selector and could be selected. A prior fix had addressed this on desktop, but the mobile web version was not covered.

• What's Fixed:

  • Inactive assets no longer appear in the asset selector during work order creation on mobile web

  • Type-ahead search in the asset selector also returns only active assets

  • Only the work order creation form is affected — historical data on existing work orders is unchanged

FexaAI Chat Input Disabled After Switching Between Chat Tabs

When a user opened a second chat tab in FexaAI and then switched between tabs, the chat input field in both tabs became disabled. Users could not type or start a new conversation without refreshing.

• What's Fixed:

  • Chat input remains enabled across all open tabs after switching

FexaAI Draft Chats Panel Stays Open After Navigating to Work Order

After completing an AI work order and clicking the link to navigate to the created work order, the draft chats sidebar remained visible on the work order page where it does not belong.

• What's Fixed:

  • Draft chats panel closes automatically when navigating away to a created work order

FexaAI Work Order: Wrong Tab Focused When Reopening AI Work Order

When a user started an AI Work Order, moved to the standard form, and then opened a second AI Work Order, the new tab was created but focus landed on the first tab instead. This caused confusion about where the new session had opened.

• What's Fixed:

  • Opening a new AI Work Order now correctly focuses the newly created tab

Trakref Integration Modal: Service Event Types Not Displaying

Vendors were unable to see service event types in the Trakref integration modal, which blocked work order completion. Permissions and configuration have been corrected and the modal now displays as expected.

• What's Fixed:

  • Service event types are now visible in the Trakref integration modal for affected vendors

Store Manager Import Not Setting Required Org Fields

When importing Store Manager users via the User v2 import, two required org fields were left blank. The import appeared to succeed, but imported users were invisible in the user grid and could not be assigned to stores.

• What's Fixed:

  • Store Manager imports now correctly populate organization and role org fields

  • Imported Store Managers are visible in the grid and assignable immediately after import