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Project Site Diary

Projects gained a site diary so teams can record what happened on site, day by day. Diary entries are project-scoped, support draft updates, soft delete, and a confirm, bulk confirm, and amend lifecycle. A task diary tab supports entry dialogs and lifecycle actions, and a dedicated project diary page groups entries by day and supports bulk confirm. Excel export, an import template with task, type, and unit guardrails, all-or-nothing import for new rows with an error report, and offline roundtrip updates with conflict and lock guards make it easy to work with diary data outside the app. Entries also support attachments and carry weather data for the daily log.

Work Handover Certificates

A new handover certificate module was added with a draft, issue, decision, and clone lifecycle. It backs a list page, creation wizard, and detail editor with lifecycle actions and attachments. Certificates can be rendered to PDF, navigation surfaces the new section, and a certificate coverage badge appears on tasks. The creation wizard uses a unified task picker with search, stage filter, and coverage chips, and confirmed diary entries are auto-attached when no explicit selection is made.

Daily Log And Handover UI

Worklog and handover pages were unified behind a shared UI pattern, the daily log was improved, and weather data was added to daily logs for richer on-site context.

Edge Rate Limiting

Additional rate limiting was added at the platform edge, and edge configuration is reconciled on every release so limits stay consistently enforced across rollouts.

Diary And Handover Authorisation

Diary and handover workflows received additional access-control hardening, with create and confirm actions gated by per-user permissions, vendor validation tightened across mutations, and consistent permission decisions across page interactions.

Operational Cleanup

Platform deployment and reliability were improved, including capacity adjustments on shared services, tightened internal credential management, and follow-up fixes for company creation.

Request For Quotation Module

A dedicated RFQ module was added so teams can run vendor sourcing inside the workspace. RFQs can be created from templates, attached to tasks, and managed from a company-level menu. The detail view supports adding and managing vendors, a refreshed vendor select UX, layout improvements, and Excel import/export for working with quotes outside the app.

Project Finance Tracking

Projects gained a finance event log that records every change to budgets, allocations, expenses, and task financials. A snapshot, event feed, and timeline are available across the finance surface, and a rules-based forecasting service produces project and task forecasts on demand.

Company Projects Listing

A new company-level projects page was added so company members can see all projects from a single place, with shared row cells, accessibility labels, a no-access screen for users without the right permission, and a skeleton that matches the live table column count.

Project Invites And Dashboard Invites

Invite flows were extended to support project invites in addition to company invites, and pending invites are now surfaced directly on the dashboard so users can act on them without leaving the landing surface.

User Session Visibility

The security tab now lists active user sessions so account holders can review where they are signed in.

Platform Backend Upgrade

We completed a major platform backend upgrade to improve reliability, performance, and long-term scalability. Tasks, stages, statuses, tags, worklogs, timesheets, comments, plans, plan categories, plan links, task search, pages, page history, employees, skills, skill categories, documents and templates, project expenses, questionnaires, companies, roles, invites, company settings, CRM, project dashboards, allocations, profiles, and billing flows now run on the upgraded platform.

More Granular Permissions

Access control was upgraded with more granular role-based permissions across company and project workflows. Role assignments now drive a unified permissions model used by pages, tasks, plan history, sidebar gating, RFQ access, and other workflows, with a reusable no-access page for users who lack a given permission.

Task, Stage, And Worklog Experience

Task creation was refactored, stage management received an admin page with rename, reorder, and delete, and new stages append to the list without a refresh. Date entry was unified behind a shared date picker with month and year dropdowns, due dates can no longer be earlier than start dates, empty stage selects now offer a create-stage CTA, and worklog deletion is hidden from non-authors with clearer error surfacing. Task tables gained responsiveness fixes, consistent add-task affordances, and aligned stage column visibility.

Dashboard, Plan, And Billing Polish

Project dashboard widgets gained empty-state CTAs, the company dashboard tightens better at narrow widths, the plan picker now includes an Enterprise contact-sales card, and the Plan Usage card links into team settings. Billing surfaces had several smaller fixes including monthly/yearly interval case handling, a stronger billing interval active state, hiding of leftover test descriptions, automatic `https://` prefixing on company website URLs, and improved error handling on the project create form.

Profile And Organisation Navigation

Profiles now carry title, first name, last name, about, and skill tags, the "Your organizations" group is collapsible and remembers its state, and landing dashboard names and avatar names were corrected.

Tenant Isolation Hardening

We completed additional tenant-isolation hardening and access-control consistency improvements across project, document, comment, and finance workflows.

Consistent Authorisation Enforcement

Project creation, task financial fields, page and comment access, and project-scoped operations now run through a consistent authorisation model with additional backend enforcement, and per-author rules are supported where relevant.

Operational Cleanup

Internal credential management was tightened, deprecated subscription gates were retired in favour of the upgraded permissions model, PDF parsing received a defensive bugfix, and a small number of subscription-flow failures were corrected.

Granular Access Control With Roles

A new role-based access system was introduced across the company workspace. Owners can define custom roles, view and edit role configurations, assign roles to team members, and manage team access from a dedicated settings area. Existing company owners were automatically migrated to a built-in OWNER role, and access checks now run on company, employee, CRM, user invite, and company creation flows so users only see what their role allows.

Reports

Projects now include a Reports area where teams can review project data through a dedicated reports page, apply filters to narrow down information, and export the results as PDFs. This gives teams a faster way to share project status outside the application.

Platform Backend Upgrade

A major platform backend upgrade is underway to improve reliability, performance, and long-term scalability. The first phase covers authentication, automatic user provisioning on login, schema management, project creation, subscription synchronisation, and operational health checks.

Unified Headers Across Modules

Timesheets and the templates hub were updated to use the newer unified header design, bringing them in line with other modules and giving the product a more consistent look across operational and configuration surfaces.

Employee Experience

Employee-related views received UI refinements to make information easier to scan and align them with the broader product design.

Subscription And Billing Reliability

Subscription change checks were tightened, billing state synchronisation was made more reliable on startup, and several subscription failure paths were fixed to reduce friction in plan management.

Authorisation Model Update

Access control was upgraded with more granular role-based permissions across company and project workflows. Database-level controls continue to enforce tenant separation while application-level permission rules give administrators more flexibility in how access is granted.

Authorisation Test Coverage

Authorisation tests were added across roles, team accesses, employee pages, CRM flows, and user invites to lock down expected behaviour as the new permission model rolls out. Additional automated coverage was added alongside the platform backend upgrade.

Deployment And Backend Operations

Platform deployment and monitoring were improved to increase reliability during releases, schema management was consolidated, and follow-up pipeline fixes were shipped to stabilise the rollout of the upgraded backend.

Plans Workspace

Projects now include a dedicated Plans area with categories, list and detail views, metadata management, file versioning, linked tasks, and project navigation support. Teams can organise plan sets, review associated files, and keep plan-related context connected to delivery work.

Advanced Document Preview

Document preview is now available across document surfaces, including task detail and plan flows. The viewer supports PDFs, images, CSV files, DXF drawings, IFC models, and additional 3D file types such as GLB, GLTF, OBJ, STL, PLY, STEP, and STP.

Questionnaire Module Refresh

Questionnaires now have a more complete module experience with unified internal design, improved public form presentation, and support for editing and copying templates. This makes it easier to reuse forms and collect structured responses externally.

Dashboards And Navigation

Company, landing, and project dashboards were refined with improved layout, active project presentation, critical actions, team utilisation, timesheet updates, phase summaries, breadcrumb project context, and remembered sidebar state. Responsive behaviour and motion polish were also improved across these surfaces.

CRM And Opportunity Workflows

CRM leads and customers received usability improvements, while opportunities now have a refined board and table experience with filters, better headers, improved drag interactions, private customer visibility, and a reworked activity form. Pipeline loading and data fetching were also improved for a more reliable dashboard experience.

Tasks, Documents, And Collaboration

Tasks views were improved with better linking between tasks and projects, and the task board now follows the unified product design. Documents tables were visually unified, mentions and comments were refined, and avatar usage was standardised across the application.

Resource And Allocation Planning

Employee allocation views now better handle long task and project names, support drag-to-pan with separate scrolling behaviour, and present financial values in euros where relevant. These updates make capacity planning screens easier to navigate and review.

Plans And Viewer Usability

After the initial plans rollout, plan layouts and detail cards were refined further, and the file viewer experience was improved with IFC action controls, IFC set viewing, PDF fixes, stronger CSV rendering, and a broader shared viewer architecture.

Notifications, Billing, And Page Consistency

The notification centre was updated, subscription flows were adjusted, and broader page design unification continued across shared headers, layouts, and navigation patterns to make the product feel more consistent end to end.

Platform Reliability

Build, deployment, and migration fixes were added across the release, including project membership data integrity improvements and follow-up fixes for deployment issues. These changes reduce rollout risk and help keep company and project access data consistent.

Performance And Observability

Backend monitoring and logging coverage were expanded, and several speed-focused updates targeted application and backend performance. This improves operational visibility while reducing friction in heavier data workflows.

Safer Administrative Actions

Administrative workflows were tightened with stronger destructive-action confirmation for sensitive credential management, fixes for company settings updates, and corrections to expense document handling. These changes reduce accidental errors in sensitive operational flows.

Company Workspaces

Manage multiple companies from one ReflectHub account, with dedicated dashboards, settings, members, projects, documents, CRM records, billing, employees, and operational data for each workspace.

Project Delivery Hub

Run project work through dashboards, task lists, kanban boards, timelines, workflow stages, comments, statuses, tags, documents, expenses, and timesheets. Project teams can track delivery progress, collaborate on tasks, and keep project context in one place.

CRM Pipeline

Capture and manage customers, leads, opportunities, comments, and offers. Public lead intake, lead conversion, opportunity boards, and offer workflows support the full path from first contact to active project.

Document And Template Management

Store company and project documents, manage document versions, download files, design reusable templates, and generate offer PDFs. Template settings help standardise outgoing documents across the company.

Expenses And Invoice Parsing

Track project expenses, attach supporting documents, allocate costs to tasks, and parse invoices from PDFs or images using OCR-assisted extraction. Finance views and charts give teams better visibility into project cost movement.

Questionnaires

Create reusable questionnaire templates, send questionnaire requests, collect public responses, and review submitted answers. Email templates support external response collection without requiring users to access the main workspace.

Timesheets And Worklogs

Company and project timesheet views make it easier to record and review worklogs across operational and delivery work.

Employee Skills And Allocation Planning

Employee directories, skill categories, skill matrices, expiring-skill alerts, and monthly allocation planning help teams understand availability, capacity, and capability across the company.

Mentions And Notifications

Mention tracking, unread mention panels, notification surfaces, and deep links help users return to relevant tasks, comments, and CRM activity faster.

Billing Management

Subscription checkout, billing portal access, invoice retrieval, and seat management are available for subscription lifecycle management.

Protected Workspaces

Authenticated routes, company and project access controls, invite flows, and tenant isolation help keep workspace data scoped to the right users.

API Validation

Shared request validation, authentication helpers, public form protection, and focused automated test coverage improve consistency across server-side workflows.

Reliable Infrastructure

Application error boundaries and platform infrastructure improvements support safer release validation and deployment readiness.