Changelog

• Added the audit trail for opportunities on the ConnectWise integration allowing you to track changes and activity for each opportunity.

• Improved the process for applying background templates.
• Added user permissions for template management.

• Updated widget button styles so all buttons within widgets are consistently sized making the interface more visually uniform.

• Filter variables now update correctly when reapplying templates.
• Dataset columns are now properly added when applying a template.
• The widget loading state for filtering data now only affects the relevant widget instead of all widgets.

• Resolved a regression with Smileback authentication.

• Added employee identifier to the ConnectWise members dataset for improved tracking.
• Introduced a new documents dataset for ConnectWise including validation for specific document types.
• Added team roles support to the ConnectWise endpoint.

• Button widgets can no longer be clicked in edit mode making it easier to drag them without accidental activation.

• System now retries requests only twice after a disconnect reducing unnecessary server load.
• Data processing has been optimized to handle scaling issues more efficiently.
• Liongard API now processes data in batches of five for better performance.

• Changing the operator on a filter no longer causes the filter value to disappear after saving.
• Datasets that could not sync due to a flag being set too early are now resolved.
• Slow data refresh now triggers as intended.

• Table widget exports now produce correct CSV files.

• Images no longer fall out of widget boundaries in the image widget.
• Staff users can no longer see share links for dashboards they do not have access to.

• The subscription page now displays correctly.
• Stripe now shows all products ensuring trial signups work as expected.
• Email addresses for logging in are now case-insensitive.
• Customer creation webhook from Stripe no longer fails due to missing data.

• Markdown Widget Type: Added a new widget type for displaying Markdown content.
• Button Widget Type: Added a button widget that lets you edit text add URLs and link to other dashboards.

• Virtual columns now support adding business days to dates instead of calendar days.

• Alternative tickets audit trail: Improved audit trail for tickets including board changes emails sent and notes.

• Source verification now happens during incremental sync to ensure OAuth tokens are refreshed properly.
• Table sync timeout can now be configured using environment variables.
• The Stemmons API now includes the list ID for better integration.

• Enhanced the fast ticket audit log to better support notes and email tracking.
• Checkbox text in the sidebar is now white for better visibility with the Liongard theme.

• The chart grid now uses dimmer colors and has more spacing for better readability.
• Fixed an error when clicking on a blank bar in drilldowns.
• Fixed a bug that caused errors when sorting chart labels.

• Resyncing a dataset no longer fails if the table was already in use.
• Fixed a bug affecting date range filters.

• Share links can now be copied correctly in Safari.
• Fixed an issue where moving parentheses in virtual columns would sometimes revert to the original block.

• Alternative tickets audit trail: Added a new audit trail for alternative tickets including board changes emails sent and notes. Each entry now has a unique ID and parses old/new values for notes time entries and resources.
• User metadata is now included in the external API.

• Matrix widget dynamic columns: Matrix widgets can now create dynamic columns based on selected dataset columns allowing more flexible data visualization.
• Pie charts can now show percentage on the label.

• Global filters now support filtering between two dates.

• The timeout for syncing a table is now configurable via environment variable.
• Sources are marked as syncing and won’t sync if already in progress.
• Pagination for Liongard metrics API is now asynchronous for better performance.
• Optimized the logic for setting the is_syncing flag.
• The system now automatically picks up datasets that are stuck in the initial sync status.

• The inactive dataset message looks better on small widgets and works with modified datasets.
• Previous period display improved in small widgets.
• Side tabs now auto-scroll to the selected category in matrix widgets.
• Column names can now wrap on table widgets.
• Broken widget notifications now include error details.
• Improved handling and notifications for empty datasets.

• Tightened up impersonator security.
• UI can now display a whitelabel app name from environment variables.
• Checkbox text in the Liongard theme sidebar is now white for better visibility.

• Improved the fast ticket audit log to better handle notes and emails supporting both added and updated notes and displaying email addresses in old/new value fields.
• Stemmons API now includes the list ID.
• Added option to truncate date/time when comparing date/time fields.
• Added explanations for why data updates every 5 minutes instead of every one minute.
• Multiple improvements including better token handling impersonator user experience sidebar highlighting and HTTP sanity checks.

• Resyncing a dataset no longer fails if the table is already being queried.
• Prevented conflicts between incremental sync and initial sync running simultaneously.
• SLA information now updates correctly in tickets base dataset.
• Resolved KeyError: ‘Contacts_id’ in backend.
• Join table key type issue resolved.
• StringCacheMismatchError when comparing categoricals from different sources is resolved.
• Table/data modifier now recomputes links for all children on save.
• Join tables now accurately reflect the number of records pulled instead of showing misleading numbers.

• Matrix widget now reliably displays data.
• Large numbers in bar chart data labels are now formatted with commas.
• Pie chart modal data now displays correctly.
• Boolean values in virtual columns now display correctly in data modifier.
• ‘View Widgets’ in gallery now works.

• Filter variable date range now works as expected.
• Find and replace filter now activates correctly.
• Date comparison with force date option now works.
• Custom calc columns now support filter variables.
• Deleting a calc with filter variable state now works properly.
• Text field not blank filter now works on service surveys comments.

• Neutral changes are now readable in previous period views.
• Date filter icon only appears for date/datetime columns.
• Various small template bugs squashed.

• manager.identifier is now explicitly defined in the projects CW dataset.
• Frontend environment variable is now set correctly.
• tagNumber column removed from configurations dataset.
• Build errors resolved.

• Global dashboard date range filter. Users can now filter all widgets on a dashboard by a date. All they have to do is specify in each widget which column to filter by
• Datasets, joined datasets, and modified datasets now have an option to mark them as favorites to make them easier to find when building a new widget.
• Custom date ranges can be used in the global date range filter via filter variables for custom calendars.

• We have a basic reseller portal! Now resellers can manage their clients.
• Public API for our Reseller partners

• Sharelinks have the option to set the description of the sharelink as the title of the dashboard for whoever loads the dashboard via the sharelink.
• Virtual columns can now convert date times to just time.
• Added option to set what hour of the day a nightly resync runs.
• Custom theming for our Starship clients.

• There’s an option on matrix widgets to let the data fit the data or fit the widget.
• Added the Service Teams dataset to the ConnectWise integration.

Huge upgrade to the filtering UI throughout the app. This overhaul took almost 10 months to complete, and makes it easier to use the filters even when performing complex operations.

• Enhanced initial dashboard load so dashboards load even faster.
• Improved data processing speed.
• We’ve made a universal timezone dropdown to keep our UI consistent and easy to use.

• If no widget on a dashboard uses the global date range filter, the button no longer shows up.
• Added information about dataset sync times to the datasets page.
• Switching a dashboard to print mode now shows the dashboard title and filter variables used on the dashboard.
• The widget drilldowns now represent data with two groupings much better.

• Permissions improvements for some edge cases.
• Better error messages during user invite process
• Several improvements to our Liongard integration.
• Added the hoursDeduct column to the ConnectWise Time Entries dataset.

• Several bug fixes to modified datasets used in joined datasets. Column links from the modified datasets pass through to the joined dataset. If a joined dataset is made of only modified datasets, it now continues to update data instead of updating only once.
• Bug fixes to the modified dataset explode dates tool.
• Fixed timezone issues with modified dataset filters.
• Fixed some joined dataset edge cases
• Fixed copy/paste issue with modified datasets where it sometimes wouldn’t let you paste without reloading.
• Disable/enable wasn’t applying on the “Rename Columns” modified dataset tool.
• Fixed an issue where users couldn’t remove columns from broken joined datasets.

• Fixed issue number widgets with abbreviated number turned off weren’t respecting set decimal places.
• Fixed issue where number and text widgets weren’t resizing their number after the browser window resized.
• Fixed an issue where users couldn’t open the widget drilldowns when date range was enabled.
• The custom computation type in the widget editor wasn’t savable, and we fixed it.
• There was a bug that prevented users from copying the column layout of one widget to another widget. That’s fixed now.
• Filter variable icon on the widgets no longer expands the entire height of the screen if there are a ton of enabled values.
• Widgets now resubscribe to data updates after a connection interruption even if they’re using filter variables or filter views.

• Fixed a bug where the dashboard date range filter didn’t work with other filter variables applied to the same widgets being filtered by the global filter.
• Several fixes to the filtering system.
• Bug where users couldn’t set filters on the “find and replace” modifier tool after the first application is squashed.
• Resolved an issue where dashboards would stop updating if the browser reconnected to the internet.
• Filters using grouping can be ungrouped now.

• Smashed a bug that caused some columns not to sort properly.
• When exporting a table widget to a csv, it didn’t use the pretty names for the table header. Now it does.
• Fixed exported number data having many decimal places.
• Many many many data processing improvements.

• Several bug fixes with our integration with ConnectWise callbacks that make the data more reliable and handle weird edge cases.
• Fixed the ConnectWise Configurations dataset. It wouldn’t load for some.
• Fixed several issues with the QuickBooks Online integration.
• Added some fixes and error handling to the Google Sheets integration.

• Several fixes to applying templates.
• Fixed side menu sometimes not being clickable until a refresh.
• Improved how dates are rendered in the modified dataset preview.
• Recent dashboards now populates for all users
• Fixed an issue that was preventing users from uploading sounds to the sound board.

We’re finally a modern web app and have added the ability for admins to invite users to their Resplendent Portal.

There’s a new print button at the top right of the dashboard that lets users turn their dashboard into a PDF… or if they’re in the stone age, print the dashboard onto a piece of paper.

• We’ve greatly improved our authentication flow and security across the board.
• Quick enable in the modified dataset editor is disabled by default to prevent confusion.
• Modified Dataset previews show datetimes in the local timezone instead of UTC since mental conversion is hard.

• Improved error handling during the initial sync of a dataset.
• We’re now way more efficient when processing large datasets and can handle so much more data.
• Virtual column grouping is greatly improved performance-wise.
• Joined Datasets are more efficient on our backend, so you can get crazier with your joins.

• The products ConnectWise dataset now supports custom fields.
• The agreements ConnectWise dataset has access to the application units field.
• Applying a template turns on callbacks for ConnectWise datasets now, which means the data is more reliable.

• Table and matrix widgets have consistent column width.
• Various timezone-related bug fixes.

• Fixed some errors when deleting datasets tied to a ConnectWise callback.
• Creating a virtual column with the same name as another virtual column would wreak havoc. Now that’s fixed.

• Funnel chart! Useful for visualizing sales pipelines.
• You’ve heard of bar charts? Well, we’ve got the same thing but horizontal… Horizontal bar charts.

Added option on widgets to compare the current value to the value this time last period (aka compare to previous mode).

Here’s an example: If you have a widget that shows the tickets closed this month, you can enable Compare Mode and show on the same widget what last month was like and the percent difference between the two.

• New filter variable type that lets users add a search field to any widget. Useful for situations where you want to filter a widget or group of widgets by a column that contains many unique values like the summary on a ticket or the name of an invoice.
• There’s a new bulk filter editor in dashboard edit mode. The bulk filter lets users quickly edit the filters of widgets in bulk and change filters in one UI instead of switching between widgets.
• The between dates filter now has an option to set the start day of the week. If you start your weeks on Tuesday (Idk why you’d do that), now you can.
• There’s now a global date filter on the dashboards. It’s a convenient way to quickly filter a dashboard to a specific date or date range.

• Users can now pivot table widgets which is useful for getting more concise information from a massive dataset.
• Widget drilldowns can be ordered and limited

We’ve added a copy and paste feature to modified dataset functions so it’s easy to copy functionality from one modified dataset to another.

Excel integration upgrade to handle date columns automatically.

That is… to automatically handle Excel’s automatic handling of creating a date from every possible cell value.

• Fixed several issues with the ConnectWise callbacks that were causing bottlenecks in our data pipeline.
• When a ConnectWise schedule is updated, we now update the resources on the corresponding ticket. We have to go the extra mile because when you remove a resource on a ticket, it doesn’t count as an update to the ticket. We have no idea why this is the case, but you don’t have to worry about it now.

• Data pipeline optimizations.
• Improved the filtering efficiency of joined dataset filters.

• Copying a widget from one dashboard to another doesn’t add a “2” to the end of the widget name.
• Table and matrix widgets no longer scroll to the top when the data updates.
• Member users are not allowed to edit share links.
• Modified dataset editor got some UI love.

P.S. Yes, we know UX and UI are different and can’t always be lumped together as the same thing.

• Dataset Columns
  • Excel didn’t respect the columns selected in the dataset editor. Now it does.
• Virtual Columns
  • Virtual column row offsets are stay applied after editing.
  • Fixed the virtual column grouping mode. It was previously completely broken.
• Widget Columns
  • Copying a matrix widget no longer randomly orders the columns in the copied version.
  • Fixed an issue were users couldn’t pin the first column in a transposed table widget.
  • Opening the widget editor on a widget that’s using exclude mode on the column no longer resets the columns.

• The dynamic date range filter variable would show [Object object] at the top of the dashboard when applied. Now it shows the date range.
• Fixed an issue where the dashboard would scroll to the bottom when opening it.
• Removed some UI elements that shouldn’t show up when a user’s role is “Member”
• More bug fixes to audio playback on thresholds.

• Fixed a bug where joined datasets would error if one of the datasets being joined was empty.
• Fixes for the backup radar integration.
• Resolved Start and End calendar times on the ConnectWise Time Entries dataset not being correct.

• Widgets now have the option to add dollar signs and percent signs to the drilldown data. When a column is specified to include a sign on it, all values will have a percent or suffix sign.
• We’ve added a transpose tool to the modified dataset arsenal. Transposing a dataset can help see data horizontally on table widgets. We also added the transpose feature as an option in the widget so you don’t need to make a modified dataset to transpose data on a table widget.

• Filter Variables have a new date range mode. The date range mode lets users choose two columns from a dataset, start date and end date. Once the two columns are selected, each pair of dates in the dataset will become a date range to filter. This feature helps create filters for custom calendars.
• A new Truncate Date Time tool was added to the modified dataset tools. This tool lets users convert a column that contains a date and time and zero out seconds, minutes, hours, and days. Truncating time is helpful when trying to group data by time. For example, if I wanted to group all tickets entered by the hour, I could truncate the date entered column to zero out the minutes, then group by the date entered column.

• A beta of the backup radar integration was added.
• There is a new option on widgets to remove filler days on widgets using date and date time columns for the x-axis. For example, if the dataset doesn’t have any records on Sunday, we normally fill the point with 0 to keep all the days on the chart. Sometimes, you don’t want to see all of the days; you just want to see the trend. This option turns off the filling functionality.
• Horizontal Bar chart. Nuff said.

• Added the “source” and “campaign” columns to the opportunities dataset in the ConnectWise integration. It helps see where leads are generated and from which campaign they came.

• Improved the sharelink creation UI to be easy to use.
• Increased load time performance for dashboards.
• Filter variable application is much faster now.

• When importing data from databases, we now can convert number columns in the format of “yymmdd” to date columns.
• Improved color contrast for the drilldown data column titles.
• Setting global colors on a dashboard allows partial matches to labels to be made.

• Enhanced the template gallery cards to make it easier to find widget templates
• Added support for Safari 16.
• Organized the tools on the modified dataset editor into categories.
• The Excel integration can pull Excel files from SharePoint.

• Fixed a bug where Text widgets wouldn’t let you edit them after they were created.
• Fixed an issue where decimals would appear on number widgets even when decimal places were set to 0.
• Fixed a bug that caused widgets to load indefinitely after creating them.
• Data updates no longer overwrite the widget preview opened in the widget editor.

• Fixed several issues with the virtual primary key on the AS400 integration
• Solved bugs with the pivot modified dataset function.
• Many bug fixes and optimizations to our data processing pipeline.
• Some datasets weren’t continuing to sync after failing to sync several times. Now, if a dataset fails to sync, we’ll keep trying to sync it but progressively increase the time between syncs.

• Fixed the total value on stacked bar charts not honoring the theme color.
• Various fixes to the threshold UI for Matrix widgets.
• Sorting in the matrix widget is no longer broken.
• Date columns appear as dates instead of dates with time on table widgets.
• If a widget used a date column as the x-axis, the drilldown wasn’t splitting the data by day. Now it does.

• Fixed an error that was thrown when a filter view was copied.
• Various filter variable bugs taken care of.
• Fixed a bug that prevented users from being able to select the column order of widget drilldowns.
• Adjusting columns in the widget no longer requires the user to refresh the browser for the changes to take effect.

• Fixed issue where loading an existing integration connection would fail sometimes.
• The Google Sheets integration can now handle columns of data with JSON in them.

• Various template bugs were squashed
• Fixed audio not playing when a threshold was met.
• Fixed a bug where saving your profile picture would remove any dashboard groups assigned to you. Now you can get your glam on without consequence (in Resplendent Data).

Users can add thresholds to matrix widgets, allowing them to visualize when their numbers are missing goals.

• We’ve added an option to let users choose the first column’s name in the matrix widget. Instead of only being called “name,” the user can put any descriptive column name they’d like.
• We’ve added support for changing the date format in table and matrix widgets so that date columns can be more customized.

Users can add descriptions to a dashboard by going into edit mode on any dashboard and clicking the (i) info icon next to the dashboard’s title. The description supports markdown.

Added the charge codes dataset for the ConnectWise integration.

Applying templates is waaaaay faster. Went from 20+ seconds to under 5.

We can handle more date formats when importing data from other systems.

Added the project ID and name to the Time Entries dataset for the ConnectWise integration.

• Tons of performance improvements and optimizations
• Added various minor visual improvements to the modified datasets editor.

• Fixed a bug that prevented the “exclude mode” in the Fill NULL tool from being unchecked.
• Fixed a bug where some LionGard metrics had unsupported formats.
• Fixed a memory leak on the backend.
• Various Filter Variable fixes and improvements.
• More fixes for the widget threshold sounds.

• We’ve made the template gallery show all widgets on a dashboard so you can apply the template’s widgets individually instead of the whole dashboard.
• Added a tool to help you analyze data day-by-day. If you have data that shows when something starts and ends, this tool creates a row for each day in between.
• Users can add passwords to sharelinks to keep them private.
• Added Puerto Rico as a supported timezone (ya know, seeing as our HQ is there).

• Matrix widget has an option to show cells as blank instead of 0.
• Option to add threshold colors to the Matrix widget.
• We’ve added “mode” and “range” as computation methods for widgets.

• Added the ConnectWise Ticket Audit Log dataset so users can get more details on ticket history.
• Modified datasets can be used as a dataset in a joined dataset.
• We’ve finished the groundwork to support integrations with callbacks and are working on getting the “go ahead” from ConnectWise to enable it.
• We now support one of the most archaic databases, IBM DB2.
• Support to use multiple columns to create a primary key. This is useful when trying to pull in data from a database that doesn’t have a column with a unique key.
• Added support for multiple columns to be used as the join key in a joined dataset.

• Increased status dot performance.
• Performance upgrades to our backend.
• Can handle additional Liongard metrics.

• Logging out now navigates users to a dedicated logout page.
• We’ve added support for more data types that come from databases and integrations to make sure we can pull in more data from more integrations.
• The “Use Templates” button won’t show on integrations with no templates.
• Dynamic columns created from a pivoted modified dataset now appear in modifier tools after the pivot tool.

• Switching from a date column to a text column in the widget editor kept the text delimiter input as disabled. Now… it doesn’t.
• Fixed various bugs with sound thresholds playing at the wrong time.
• Fixed minor bugs with the matrix widget’s auto-column sizing.
• Fixed an issue where the drilldown colors were always gray regardless of the chart’s colors.
• Styling improvements for the widget editor.
• Improved styling of the widget documentation popover.
• The date x-axis only showed every other day. Now it shows every day if there’s enough space.
• Large tooltips would be hidden behind widgets in some cases.
• Custom calculations on widgets sometimes show errors when they shouldn’t have.

• Fixed various bugs with template application.
• Fixed minor issues with some Liongard metrics.
• Fixed a bug with ConnectWise time entries sometimes when returning information in some columns.
• Bug fix for an error that would show up when trying to add a new integration.

Widget Documentation: Added a documentation field in the widget editor that lets users describe what a widget is used for. It supports markdown, so the formatting sky is the limit.

• Added the Schedule Report dataset to the ConnectWise integration. It has more details that the base schedules dataset doesn’t have.
• We’ve released the beta version of the Liongard integration for users to start testing out.
• Added the Activities dataset to the ConnectWise integration.

When adding a filter variable to a widget, the dialog shows the active filter variables used by other widgets on the dashboard.

• Gave the rename column tool a makeover because it was UGLY.
• Tons of architecture improvements that enhance security and performance.

• Fixed the widget soundboard because it wasn’t working.
• Improved the column widths on the table widget. They would sometimes have inappropriate widths.

• Fixed an issue that wouldn’t let users apply templates if they had two of the same integration.
• Fixed an issue where dynamic filter variables added from a template wouldn’t tie to the correct dataset.
• Templates were taking a long time to load. No longer!

• Removed the global scroll bar that would show up for no reason.
• Resolved an issue where Coda and Excel wouldn’t sync after an initial sync.
• Fixed reverse alphabetical sorting on bar charts.
• Fixed an issue causing links set by modified datasets not to work.
• Columns coming in as lists are now converted to comma-separated lists.
• We can handle text columns being converted to booleans now.
• Fixed an issue where dataset options were ignoring default sync intervals
• Fixed an issue where staff users couldn’t see dashboards that weren’t added to a dashboard group.

• Added an exclude mode to the find and replace modified dataset tool. This lets users do a blanket find and replace across the whole dataset.
• New column rename tool in the modified datasets that lets users easily rename columns or virtual columns.
• Added lock flag to modified dataset tools applied by a template. Locking the tool prevents future applications of the template from overwriting it.
• The option to disable tools in a modified dataset. This is useful for testing different tools without having to delete them completely.
• Added modified dataset tool to fill null rows with the user’s desired value.
• Added filtering to joined datasets so users can filter them before joining.

• Custom calculations in the widget editor can now be filtered. A common use case is to divide the total tickets opened today by the total tickets closed today.
• Option in the widget editor to exclude columns in a widget instead of including them.
• New option to show the total above a stacked bar widget.
• Added option to limit values on matrix widgets.
• Added feature to select floating columns on table and matrix widgets so the selected columns are always visible while scrolling.

• We can mark integrations as private so only specific customers can access an integration. This is useful for custom integrations we’ve built specifically for clients that shouldn’t be publicly accessible.
• Our Google Sheets integration supports shared drives now.

• Upgraded to Angular 16
• Improved our updating process to make updates more seamless and stable.
• Made our subscription page more usable.
• When subtracting numbers, we made null values act as 0.

• To prevent confusion, the modified dataset preview now shows date times in the user’s timezone.
• We disabled the resync button on joined datasets since it didn’t do anything.
• Added the name of the connection for a dataset in the datasets table on the datasets page

Added change detection to ConnectWise Invoices so that when updated, the corresponding ConnectWise time entry is updated in Resplendent.

• Fixed an issue where bars in a bar widget would disappear when a threshold was applied, and the value of the var is a decimal between the upper and lower threshold.
• Fixed an issue where copying a widget would take a while.

• Fixed the ConnectWise Time Entries dataset so the hourly cost column isn’t always set to 0.
• Fixed an issue where the modified dataset preview randomly sends the columns in different orders.

• Minor bug fixes with the SmileBack integration.
• Fixed a bug where negative timestamps would cause an error when pulling data from MySQL.
• Fixed a bug where the filter variable tag at the top of the dashboard would stay even if no active filters were using the variable.
• Fixed some issues with Stemmons Quests.
• Fixed a bug where Google Sheets date time columns weren’t being formatted correctly.
• Fixed a bug where using a date column for the x-axis would format weirdly.
• Tons and tons of other bug fixes.