Search filter not working correctly

Ticketclosed

Penmaen Software · Search filter not working correctly

Cerys Llewellyn reported a date filter returning records outside the chosen week, affecting activity reporting. Bethan Lister took it on and Rory Maclean investigated. Solved 7 Aug 2025.

Priority high

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What happened

What this says

As at Fri 9 Oct 2026

Cerys Llewellyn reported a date filter returning records outside the chosen week, affecting activity reporting. Bethan Lister took it on and Rory Maclean investigated. Solved 7 Aug 2025.

Problem: the date filter did not respect its bounds, so searches returned records from outside the selected week, which distorted the customer's activity reporting across operators.

Handling: Bethan Lister logged it as high priority, passed it to Rory Maclean, and first responded in 142 minutes. She then confirmed the problem back to Cerys Llewellyn.

Watch: The record shows the ticket was solved on 7 Aug 2025 and closed on 11 Aug 2025, but not what changed. Some internal and customer comments are timed before the recorded creation time, so the timeline needs checking.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categorybug

Channelweb

First response (min)142

CSAT2

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Trail

Internal note · Bethan Lister 17 Jul 2025 09:09
Cerys flagged in standup. Date filter not respecting bounds. May be timezone issue or parser bug. Rory should pick this up.
Public reply · Cerys Llewellyn 17 Jul 2025 11:43
Our team flagged this earlier. It's affecting how we report on activity across our operators. Can this be looked at urgently?
created · Cerys Llewellyn 17 Jul 2025 16:32
I'm getting incorrect results when I apply a date filter to my searches. The filter shows I'm looking for records from one week, but it's pulling records from outside that range. This is impacting our analysis. We need this fixed. Can you help?
Public reply · Bethan Lister 17 Jul 2025 18:54
Thanks for reporting this, Cerys. Just so I've got this right, the filter bounds aren't being respected and you're seeing records outside the range you specified. I've picked this up and Rory is investigating. I'll keep you updated. Thanks, Bethan
Status change · Bethan Lister 7 Aug 2025 15:17
Status change · 11 Aug 2025 23:59

Helpdeskmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help