First to Site
Release 3.2

Sale Checklist Editor

Unified Sale Check template editor with estate defaults and project integration

Overview

Introduced an editable Sale Check (formerly STS) template system that operates at three levels: system defaults, estate overrides, and per-project customisation.

What Changed

Template Management

  • Editable estate sale check template controls in admin
  • Sale checklist default row admin scaffolding for system-wide defaults
  • Estate-level "reset to default" to restore system defaults

Project Integration

  • Sale checklist editor wired into the project edit form
  • Unified editor component shared across defaults, estate, and project contexts
  • Fixed toolbar behaviour for consistent save/cancel actions

Field Changes

  • TBA option added to STS permit requirement dropdowns
  • Renamed all "STS" labels to "Sale Check" across the platform
  • Removed planning permit field from the checklist

PDF Export

  • Adjusted PDF layout for sale checklist output
  • Correct rendering of checklist items in exported documents

Impact

Enabled estate managers to define Sale Check templates that automatically prefill on new projects, reducing manual data entry and ensuring consistency across projects within an estate.