Partners: Due Diligence Visit management
- Track field visits against partners: Record visits with date, purpose, attendees, and the partner locations covered.
- Capture visit observations inline: Add, edit, and remove observations directly from the visit detail page, including the observation date and who recorded it.
- Optional album link for visit photos: Visits can be linked to an existing photo album for easy reference.
- Org-wide view of all visits: A new list view shows Due Diligence visits across all partners as a single entry point.
- Navigation updates: Added a Due Diligence link in the sidebar and a Due Diligence tab on the partner detail page
- Admin and Manager roles: Full access (view, add, change, delete) for Due Diligence Visits and Observations.
- Viewer role: View-only access for Due Diligence Visits and Observations.
Dashboard: quicker navigation from Annual Overview
- Clickable donor links: Top donors and lapsed donors in the Annual Overview now link directly to donor detail pages.
- Clickable project links: Approved, under-review, and draft projects in the Annual Overview now link directly to their project detail pages.
Consistent formatting across the application
- Indian currency formatting: Currency values are now displayed using Indian number grouping (for example, ₹12,34,567.89) across key detail and list pages.
- Standard date format: Dates across the application are now consistently displayed as dd mmm YYYY.
Projects: improved default sorting
- Projects are now sorted by Estimated Start Date (descending) by default, making recent and upcoming work easier to review.
