Skip to content

Add link to project proposal (PDF) on the project details page #207

Description

@EdiWeeks

Enhancement

Add a link to the project's proposal PDF on the project details page so it's accessible directly from Thyme — no jumping back to BC or hunting through SharePoint to find it.

Where

Project details page header, alongside the existing actions:

[Costs hidden] [Export PDF ▾] [Open in Business Central] → add: [📄 Proposal]

(or wherever fits naturally — a small link/icon under the project name would also work).

Open question — where does the proposal live?

This needs deciding before implementation. Options:

  1. BC Attachments on the project — BC's Project Card already has an Attachments tab (Summary → Attachments). If proposals are uploaded there, surface the most recent one (or the first matching by name pattern). Needs the Thyme BC extension to expose attachments via the /projects endpoint (or a sibling endpoint).
  2. External URL (SharePoint, Drive, etc.) — store a direct link as a field on the project. Cleanest if the team already keeps proposals outside BC. Needs a new field (similar to Display PO number (External Document No.) on project details header #205 for PO, Add project description field via Thyme BC extension and display on project details page #206 for description).
  3. Both — single field that takes either a URL or an attachment reference; pick whichever is set.

The right path depends on where the team currently keeps proposals. Worth confirming with @EdiWeeks / @BenGWeeks before scoping.

Acceptance criteria

  • When a proposal exists for a project, a clear link / button appears on the project details page that opens the PDF (new tab).
  • Hidden when no proposal is set.
  • Link is also included in the Thyme PDF export so customer-facing exports reference the proposal source.
  • If using external URLs, validate the URL points to a downloadable PDF (or at least a sensible file) before showing the link.

Notes

Metadata

Metadata

Assignees

Labels

No labels
No labels

Type

No type

Projects

No projects

Milestone

No milestone

Relationships

None yet

Development

No branches or pull requests

Issue actions