Audit & Reliability

Audit every change to quotes and engagements with automatic versioning, server-side timestamps, and rollback. The reliability layer behind enterprise-grade delivery.

Quickstart

View the change history for any core document via the Version Viewer and rely on automatic system-wide timestamps for auditing.

In-Depth

For enterprise-grade service delivery, data integrity and auditability are non-negotiable. Servantium includes several “hidden” features that ensure your data is reliable and recoverable.

Document Versioning

The system automatically creates a snapshot whenever a core document (like a Quote or Engagement) is updated or deleted. Initial document creations are not versioned to reduce noise.

  • Trigger: The handle_versioning_event backend trigger monitors changes.
  • Coalescing: To prevent log clutter, rapid edits made within 15 minutes by the same user (or automated system updates) are coalesced into a single version record.
  • Archive: It captures field-level edits (old and new values) and stores them in the versions collection.
  • Deletions: If a document is deleted, the system archives a final tombstone version to preserve its historical data.
  • Recovery: This allows administrators to audit exactly who changed what and when, and to roll back to a previous state if necessary. All changes securely enforce user attribution to prevent audit spoofing.

Using the Version Viewer

Administrators can use the Version Viewer to visually inspect changes between two document snapshots side-by-side.

  1. Navigate to the Version Viewer and enter the document reference path (e.g., engagements/123). If you paste a path with URL-encoded slashes (~ or ~2F), the system automatically decodes it.
  2. Click Load Versions. If the document has history, two panels appear: Older Version and Newer Version.
  3. Use the dropdown menus above each panel to select the specific timestamps you want to compare.
  4. The document data displays as an expandable tree. Expanding or collapsing a nested field in one panel automatically syncs the same field in the other panel, making deep comparisons effortless.
Tip

When comparing versions, any values that differ between the left and right panels are automatically highlighted so you can spot what changed instantly.

Automatic Timestamps

All documents in Servantium include a lastModified server-side timestamp.

Note

Unlike client-side timestamps, these are generated by the database itself. This ensures that even if users are in different timezones, the audit trail remains perfectly chronological and tamper-proof.

System Reliability

The backend architecture is built on top of serverless Cloud Functions, which means the system scales automatically with your usage and provides high availability without manual server management.

Critical backend triggers, such as the universal versioning engine and AI workflows, are configured with extended memory allocation and timeouts up to 60 minutes. This guarantees that audit snapshots are safely preserved without manual intervention, even during massive bulk data updates or traffic spikes.

Need more help?

Our support team is available to assist you.

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