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Release 3.9

Reporting Tool UX Refresh

Floating user widget, slim header, layout restructure, and signed-in/impersonator banner on the admin reporting tool

Overview

The admin /reporting-tool page had an oversized centred logo consuming the top third of the viewport, a misaligned form, and no indication of which user was signed in (important when admins use Symfony switch_user to impersonate). Git tag v3.9.0 (part of Release 3.9) refreshes the whole page.

What Changed

Floating collapsible user widget

Small top-right widget on /reporting-tool pinned in place as the page scrolls. Shows:

  • The signed-in email
  • The admin email if Symfony switch_user is active (the "real" user behind the impersonation)
  • The current company
  • An "Exit impersonation" link when applicable

When impersonating, the widget border goes amber and an "Impersonating" tag appears next to the email. Clicking the widget toggles an expanded panel with the same info plus a "Sign out" option.

Slim header bar

The oversized centred logo and pt-5 mt-5 whitespace stack are gone. Replaced with a left-aligned compact logo alongside a Reporting Portal uppercase label. Gives the page ~30% more vertical real estate.

Layout restructure

Form and results wrapped in consistent Bootstrap cards aligned to the same container width. Previously the form used a container (constrained) while results used container-fluid (full width), which made the results area appear misaligned with the form.

Signed-in / impersonator banner (earlier pass)

An initial inline strip above the form shipped first and was later replaced by the floating widget in the same release. Both landed under the 3.9.0 tag.

Scope notes

A series of reporting-tool scoping fixes for non-admin users (company-scoping across all five routes, division picker within company, customer template mirror, endif correction) shipped in the CHANGELOG under v3.9.0 but were reverted in the same release at request. The visible UX work described here is what actually landed.

Ordering Portal Impersonation Picker

Searchable paginated user picker on the ordering portal, gated purely on ROLE_ADMIN, with the email allowlist retired

Project Attachment Visibility and orphanRemoval Fixes

Attachments on orphan-parent orders now stay visible; projectOrders orphanRemoval dropped to prevent accidental cascade deletions

On this page

OverviewWhat ChangedFloating collapsible user widgetSlim header barLayout restructureSigned-in / impersonator banner (earlier pass)Scope notesRelated