Bug Fixes
- add compliance suggestions based on industry
- add route to fetch and update industry compliance defaults
- add support for including firm profile in lead email templates
- add support for including firm profile in lead email templates
- validate complianceIds and ensure ownership in POST request
- improve keyboard handling for nested commands
- include firm profile in brochure attachment retrieval
- update module permissions quick-fill form
- add industry compliance defaults component
- add new route for fetching industry compliance defaults
- add includeFirmProfile switch
- add module permissions quick fill component
- add route for fetching and creating permission templates
- add industry compliance defaults to schema
- add permission templates to User
- add option to include firm profile in proposal form
- invalidate permissions templates
- use invalidateQueries to invalidate queries based on business keys
- add industryDefaults and industryDefault components
- add permissionTemplateKeys interface
- include firm profile in renewal request
- add includeFirmProfile field to lead-email-template route
- add permission templates dialog to the team management dashboard
Features
- add
include_firm_profileparameter - add option to include firm profile in brochure attachment
- add IndustryComplianceDefault table and indexes
- add module-permission-templates configuration file
- add permission templates dialog
- add hook for permission templates
- add includeFirmProfile field to proposal header component
- add support for firm profile inclusion in proposals
- add
include_firm_profileto proposals route - add route handlers for updating and deleting permission templates
- include firm profile in proposals
- add logic to include firm brochure PDF in test lead emails

