9.2 News: Hudu Unleashed

Hudu Integration (NEW)

• Hudu integration: sync companies and Asset Layouts from Hudu into Strategy Overview
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• Works standalone or alongside any supported PSA (ConnectWise, Autotask, Halo, and others)
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• Each Hudu Asset Layout becomes its own Flexible Item Group, with per-layout field selection
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• If your Hudu Asset Layouts include PSA data via Connected Fields, those fields sync through as well
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• See the Hudu Integration article for setup

Flexible Items Chart and Count Widgets (Technology Module)

• Flexible Items Chart widget: visualize Flexible Item data as charts across all scopes (company, strategy, report, template, completed report)
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• Flexible Items Count widget: display count-based metrics with full drilldown support
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• Drilldown data now supports completed reports
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• These widgets replace the older Assets Chart and Assets Count widgets. Existing widgets were migrated automatically
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• See Dashboard and Widgets for placement and configuration

Redesigned Mass Edit

• Redesigned mass edit UI applied on the Flexible Items module and the Plan module
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• Plan mass edit fix: selecting all children no longer auto-selects the parent item

Warranty Enhancements

• Automatic mask generation for new vendors: expanded and stabilized across multiple sprint iterations
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• Apple warranty: emergency patches applied; integration moved toward stable state
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• Inactive items are now excluded from warranty update processing
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• Apple logo added to the Warranty UI

Arya AI Enhancements

• Arya can now use counts of related items as part of the prompt when generating responses
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• AI call activated for the 1 to 5 related items path
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• Status trigger improvement: value options now included in the AI payload when Ask Arya is triggered on the Status field

Plan Module Enhancements

• Adding a Plan Part to a Report is significantly faster: redesigned flow with template selection and other improvements
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• Duplicate Plan template option added to the fast-access templates list
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• Drag behavior on Plan fixed (previously glitchy)
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• Plan item popup closes when clicking empty space below the table
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• Mass edit on Plan: parent item no longer auto-selected when selecting all children
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• Plan item popup click-out behavior fixed: clicking outside now cancels instead of adding
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• Free subscription plans now support up to 5 Plans (raised from 3)
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• Mobile: edit icon removed from Plan mobile view

Flexible Items Enhancements

• Virtual scroll improvements for Flexible Item views on roadmap and budget
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• Default column order restored after import and after "Reset to default" in Flexible Items and the Flexible Items Report Part
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• Ability to open a Flexible Item Group in a new tab via right-click in the groups menu
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• Column checkbox color updated in Flexible Items and the Flexible Items Report Part
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• Class column type: define pre-configured tiers for Flexible Item Groups with labels, colors, and built-in pricing. See Configuring Your Technology Module for setup.
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• Settings > Configurations section has been removed

Streamline and Onboarding Improvements

• Auto-mapping: companies from PSA are now automatically mapped to Data Integration on arrival
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• Auto-relate: Flexible Item Groups are automatically linked to Assessment Items if names match
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• Assessment budget values now parsed to number consistently (UI, API, and data migration script)
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• Unscheduled Budget: new UI and API support for budget items without a scheduled period

Design and UX Enhancements

• Rounded corners applied across the application
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• New loading animation with browser cache implementation
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• "Force sync" button styled white
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• Display mode: increased default width for Site column
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• Dynamic columns on roadmap and budget can now be resized to zero width
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• Review mode label no longer truncates
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• Text areas now support resize
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• Assessment info tooltip: item description shown on hover
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• Present Mode: Edit row above tables is restored (was previously on hover only)
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• 17 grades now fit in an open item without scroll
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• Counter of child elements shown in front of parent on roadmap and budget
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• Favicon updated to non-transparent version
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• Click-out on "Add Report" form cancels instead of submitting

Halo Integration Enhancements

• "Inactive" property now synced to asset status from Halo
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• Primary site determination logic improved for Halo company-site mapping
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• Custom object columns (ID with CF) no longer show the hide (eye) icon

Permissions

• Plan Module: flexible permissions extended to support mass actions
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• Permissions dropdown UI updated after UAT

Performance and Technical Improvements

• API threshold limitations addressed: endpoints and general limits
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• Production API random restart issue resolved
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• Healthchecks added to the API
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• EU client sync to Intercom fixed
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• Log retrieval optimized; old logs flushed
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• DateTimeTryCastNull translation improved for better query reliability
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• Security: HTML injection protection improvements
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• Azure setting enabled to allow single API endpoint instead of IP list (in progress)
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• Flexible Items: technical debt addressed with one centralized place to describe columns
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• Archive models added for statuses and Flexible Item sections
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• Blocking synchronization added on Flexible Item group updates