Feature #8582
openWorking on Document management System
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Updated by Anonymous 26 days ago
- Due date set to 04/09/2026
- % Done changed from 0 to 50
New Implementations
Added full documentMeta support in asset flows (validity, renewal mode, frequency/custom dates, owner, status, reason, file history).
Upgraded upload utility with validation options:
allowed mime types/extensions
file size limits
better error handling
Added document-specific validations in create/edit:
validity dates required
at least one document file required
recurring rules validation
Added owner selection with user search/autocomplete for documents.
Added cycle-based file handling/history logic for renewed documents.
New Features Added
Document renewal feature from list screen:
Renew modal
upload renewed files
set new validity window + reason
Document list enhancements:
Status badge (Upcoming/Active/Renewal Due/Expired/Renewed/Superseded)
Expiry + days-to-expiry display
Mode display (one-time/recurring)
Filters for document status and mode
Asset/document UI separation improvements:
hides rental/internal rate blocks for document flow
better document-centric fields in view/create pages
Issues Fixed / Improvements
Removed ineffective neId-based status filtering and switched to direct status query handling.
Fixed file normalization issues (supports string/object/array file values safely).
Added stale upload response protection to avoid race-condition overwrite.
Increased category input max length from 15 to 20.
Known Gaps / Risks (still open)
Maintenance restore API path likely broken (missing revertAssetMaintenance service method).
Cron job still hardcoded to DB evergreen (multi-tenant risk).
Legacy + new maintenance systems both active (data divergence risk).
Maintenance log update may target oldest log item in recurring schedules.
Some backend controller handlers may send duplicate success responses.
Updated by Divya Inapakurthi 26 days ago ยท Edited
Refactored the Asset/Document listing screen by splitting the old combined logic into separate components: AssetTab and DocumentTab. This makes the module cleaner and easier to maintain.
Implemented a dedicated DocumentDatePicker component and integrated it into the document create/edit and renewal flows for better date handling.
Enhanced the document create/edit flow with stronger validation:
blocked past/invalid expiry dates
synced validity dates with document metadata
limited reminder days to 1-30
formatted custom renewal dates in US format
Improved document file upload handling:
added allowed file-type validation
added max size handling
stored uploaded files in document history
fixed cases where newly uploaded files were not showing correctly with existing files
Improved document edit mode data loading:
normalized validFrom / validTill
preserved renewal history
fixed owner fallback by fetching owner user details by ID when not already loaded
fixed full document location display from address selection
Updated the document UI to show clearer helper text such as allowed file types and reminder day rules.
Added safer handling in AssetView for missing data and improved owner/file-type display for documents.
Improved asset maintenance edit form initialization so edit mode loads existing values more reliably.
Added backend support for document-focused listing and analytics:
document counts by status
computed document status filtering
cleanup of non-document fields from document API responses
Added/fixed backend action history support for assets/documents with a proper action-history endpoint.
Updated backend create-history wording so document creation is logged as Document created instead of Asset created.
Added supporting documentation in ASSET_DOCUMENTS_MAINTENANCE_FLOW.md to capture the document validity/renewal flow and current business rules.
Issues/Enhancements Addressed Today
Validity start date not showing correctly in edit mode
Renewal owner name missing in edit mode
Previous dates should not be selectable for document expiry
Full address should display in document location field
Reminder days should be controlled with valid range
Allowed upload file types should be visible to users
Newly added file sometimes not appearing with current files
Action history wording should reflect document creation properly
Expiration date: previous dates disabled. done
Document location: full address shown in input box. done
Renewal lead days renamed/displayed as reminder days with 1-30 limit and no negative values. done
File upload: allowed file types are shown in UI based on supported document formats. done
Action history: document creation now shows Document created instead of Asset created. done
Renewal owner user name in edit mode: fallback getById fetch added when owner is not already loaded. done
Custom renewal dates: displayed in USA format after adding. done
Renew screen: reminder days shown. done
Renew screen: validity plan (one-time / recurring) shown. done
Validity Start Date not showing in edit mode: normalized and fixed. done
Newly added file sometimes not showing with current files: merged current + new uploaded files handling added. done
Updated by Divya Inapakurthi 24 days ago
- Status changed from New to Resolved
- % Done changed from 80 to 100
1. Stability & Bug Fixes
Resolved Critical Crashes: Fixed recurring runtime errors in the AssetView and AssetForm components that were causing "white screens."
Accurate Dashboard Data: Audited and corrected the asset status counts. The dashboard now accurately reflects the real-time status (Active, Inactive, Maintenance) of all items.
Data Availability: Implemented safety checks to ensure the app handles missing data gracefully without crashing.
2. New Implementations & UI Refactoring
Modular Architecture: We refactored the monolithic CreateAsset logic into smaller, maintainable components, separating Assets from Documents.
Responsive Design: asset details to work perfectly on both mobile and desktop.
Unified Design System: Applied a consistent, premium aesthetic across the Asset Management module with smoother transitions and modern styling.
3. New Features
Renewal Timeline: Added a visual tracking system for document renewals, allowing users to see history and upcoming deadlines at a glance.
Maintenance Schedules: Enhanced asset tracking to include serial numbers, warranty dates, and scheduled maintenance logs.
4. Backend Integration
Optimized Cron Jobs: Refactored the backend logic for renewal reminders to prevent redundant emails and ensure 100% data accuracy.
Updated by Divya Inapakurthi 24 days ago
- Due date changed from 04/09/2026 to 04/10/2026