ProjectNotes 5.0.1

[kestermckinney]

ProjectNotes 5.0.1

This is a maintenance and feature release covering ~100 commits since 5.0.0 (2026-04-05). The headline themes are a major mobile-app push, a faster and more reliable sync engine, an overhauled note editor with zoom, and a long list of UX polish across the desktop app.

Highlights

• Mobile app: First production-ready pass — many UI fixes, dark navy theme, scrollable notes, drag-and-drop improvements, working call buttons, navigation fixes from new records, and shared QML components (FieldRow, FormField, FormLabel).
• Sync engine: Refactored to track a server-side upload date with proper high-watermark handling, fixed special-character encoding for PostgREST, async startup so the app launches faster, added a sync status window, and an opt-in Neon hosting option (untested).
• Note editor: Reworked font controls, zoom in/out via keys (replaces font sizing), zoom now covers line edits and text boxes, font picker keeps the selected color, and many text-formatting fixes on the project notes page.
• IFS integration: SSO authentication, configurable realm, optional install for IFS plugins (the custom plugin install can invalidate the signed package), and fixed task uploads in ifs_tools.
• Quick search added to the desktop, with a clear-X in the search box.

Mobile

• First round of device changes and additions; preparing for device build (parts 1 & 2).
• Many mobile UI/formatting fixes; removed extraneous columns.
• Updated screens to surface more key information.
• Added emailing automation throughout the mobile app.
• Dark navy theme; added color and visual interest.
• Notes scale fonts for readability on phone, with scroll bars and no word-wrapping.
• Fixed navigating to child records from a new record; call buttons now call phone numbers.
• Added dialog messages for incorrect value entries.
• Drag-and-drop fixes and feature additions.
• Shared QML components consolidated into FieldRow, FormField, FormLabel.
• Updated About page.
• Updated mobile docs.

Sync & Hosting

• Refactored sync engine: server upload-date check, fixed PostgREST special-character encoding, reworked high-watermark logic, added column upgrade in Remote Host Tool.
• Updated project sync to be more efficient; tracker items now sync.
• Re-enabled activity-task syncing.
• Sync uploads PN changes to IFS when PN record is newer.
• Added Neon hosting option (not yet tested).
• Drastically improved startup by running sync asynchronously.
• Reduced startup time; mobile app no longer refreshes all data models on open.
• Added sync status window.
• Greatly simplified authentication code.
• Skip imports that wouldn't change records (reduces sync churn).
• Cleaned up debug logs and increased sync cycle.
• Added connectivity check before plugin authentication.
• Added cooldown when user doesn't respond to the open-browser login.
• Removed printing of token information.

IFS Integration

• IFS integration now uses SSO; SSO fix.
• Added IFS realm setting.
• Updated user identification on IFS; updated VCVARS.
• Option to install IFS plugin (note: installing custom IFS plugins invalidates the signed package — may need to install in user home folder).
• Option to skip custom IFS plugins (they only work with specific custom fields).
• Moved IFS-related default settings into the IFS plugins.
• Fixed IFS task uploads in ifs_tools plugin.
• Fixed IFS timeout.

Outlook

• Outlook integration email now follows the Automation vs. O365 option.

Notes & Text Editing

• Reworked note page with easier font options.
• Many fixes to font editing on the project note details page.
• Font picker keeps the selected color.
• Converted font sizing to Zoom In / Zoom Out.
• Zoom uses +/- keys, tracks the original app font, and includes line edits and text boxes.
• Added "No Zoom" icon.
• Fixed PlainTextEdit alignment to match LineEdit.
• Adjusted date control alignment.

Desktop UX

• Added quick search to the desktop with a clear-X.
• Threaded refresh for a more responsive GUI.
• Pages save on app close and on state change.
• Windows now save size only and re-center on the main window (instead of restoring location).
• Added more menu-item icons.
• Fixed column tabbing.
• Developer profile indicator added to top-left of main window.
• Added remote-hosting explanations.
• Made unique project numbers simpler.
• Removed unique-name constraint on meeting creation.
• Prevented duplicate attendee additions.
• Check for duplicate item number and item name.
• Skip save when nothing has changed (reduces sync).
• Fixed all items pages to update correctly when data changes; fixed validation messages and setData return values.
• Fixed quick-add broken ID links.
• Fixed cancel-out-of-new-record error.
• Fixed updating of related records (was only updating one).
• Fixed filter dialog SQL error with Vals.
• Fixed QLockFile error; log viewer no longer reloads repeated lines.
• Fixed small text being too dark to read.
• Fixed due date not turning red when past due on the action items page.
• Added the ability to call contacts.

Plugins

• Plugin manager now properly handles a plugin file being deleted while running.
• Switched to QFileSystemWatcher instead of polling.

Packaging & Build

• Installer signing fixed.
• Updated installer icon (Windows).
• Added installer background.
• Updated all build configurations (mobile release still pending).
• Debug builds no longer build the installer package.
• Added cleaned demo database; removed old .db.backup.

Documentation

• Updated documentation for 5.0.1.
• Mobile docs updated.
• Added website link.
• Added remote-hosting explanations.

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Installer: ProjectNotes-5.0.1-Windows-x64-Setup.exe (to be uploaded).

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This discussion was created from the release ProjectNotes 5.0.1.