What's New in PracticeStacks

Bug Fixes

• implement phase 7a-7g of the billing queue documentation
• add useWaiveTask for writing off chargeable work
• replace raw commit dumps with hand-written notes
• add WaivedCard component
• update billing queue processing logic to include waived tasks
• handle custom semantic-release output
• update route.ts
• update ignoreBinaries array
• add release and changelog tasks
• add status WAIVED for waived tasks
• add waiving functionality for tasks
• remove old billing statuses from invoices
• update CI to use Gemini's plain-language "What's new" format
• move waiver handling back to billable status
• update module permission handling
• add 'waived' billing status option
• improve billing queue UI tests

Features

• only select what this route actually reads. assignedBy: true
• touch releases, tags or changelog
• add getTestTaskBilling and cleanupTestInvoices methods
• add support for customizing the AI model
• generate changelog from commit history
• add wage-off button for unbillable tasks
• add new component to waive work dialog
• add route for waiving billable work

Bug Fixes

• remove logo
• update component names
• remove paid-seat price badge as it isn't needed and doesn't follow firm's tier pricing.
• add discount button and update trial grant note
• add support for pasting manual offer IDs from the Dashboard
• handle subscription offer IDs with optional label and percentage
• improve plan feature list and tier selection
• update monthly revenue calculation in GET handler
• handle billing status in useCreateTask
• support for DELETE /api/invoices/[id]/payments/[paymentId] - undo a receipt
• update post-login-harvest logic
• update billing content form to use active tier
• update per-month cost in pricing table
• add initial compliance screen components
• update pricing and improve free trial文案
• seed and cleanup test invoices
• add seat badge for paid seats
• add missing milestone price validation
• add validation for packagePrice
• update pricing to reflect Indian CA prices
• improve UI for waiting period, add stop button
• add rupees and daysSince functions
• remove hero-bg image
• update hero section text and button文案
• split out type conversion functions and use them in NumberControl
• update status configuration and filters for invoice queue display
• add billing queue tracking and filtering for invoices
• add invoicing screen components
• improve price information for Nashik locations
• add leads screen component
• remove 02-proposals.webp
• remove unused image
• remove unused marketing image
• update class name for transition bridge
• improve navbar links, add e-signatures, client onboarding, work tasks, notice management, expense reimbursements, reports & analytics, firm operations, WhatsApp & email, team & permissions, AI assistant, MCP & API, Chrome Extension
• center navigation menu viewport
• add onboarding screen component
• update version number to v6.3.1
• improve monthly pricing for tax consultant software
• add route for posting payments
• add tier entitlements logic
• add enum for invoice status and payment method
• add razorpay offer fields
• update plan tiers and add-ons
• add progress card logic
• add new proposals screen component
• ensure mega-menu is visible and left edge is not negative
• fix misaligned features mega-menu
• add deleted asset paths to retired array
• ensure full viewport visibility for navigation menu
• update module grid hydration to ensure proper rendering
• add methods to invalidate queries when invoice status changes
• bust subscription queries upon tier change
• add support for firm-wide billing queue and its four dashboard metrics
• improve subscription keys
• add tests for billing queue and payment processing logic
• add new route for getting all unpaid invoices
• resolve billing period from the plan ID razorpay sends
• add validation for the amount field
• add logic to handle undefined cron day of month input
• improve invoice stage handling
• improve pricing message in for/[slug]/page.tsx
• raise invoice needs CREATE on INVOICES server-side
• prevent sending an invoice in an approval stage
• add AI and lifecycle keywords to homepageKeywords
• add validation for milestone price
• improve stopping client pages and portal cards
• add reminder settings schema
• update invoice stage logic
• add better data visibility indicators and a reveal hook
• improve spacing for black band in mobile view
• update color scheme and animation direction
• add plan tier selection for subscription-gate component
• keep firm on plan tier when resubscribe
• add list and link/unlink offer API methods
• implement discountedRupees helper
• update PlanTier field in LiveSubscription type
• add plan tier to live subscription
• add razorpayOfferId and offerLabel to LiveSubscription object
• add logic to track subscription tiers and use them in checkout request
• sync(email-accounts): add tier check for email sync
• add tasks screen component
• add billingStatus for internal tasks
• update test WhatsApp message
• update nextOccurrence function to handle UTC dates and adjust event range
• add real screens for workflow gallery
• update text within the section

Features

• add join-the-future.section component
• add service package dialog validation
• add addons api route
• add discount offer management APIs
• add super-admin discount to billing content
• update status labels and colours
• add tests for syncing payments with real database
• move seat addon onto new tier/period
• update subscription discounts documentation
• improve pricing strategy
• add billing choice to create task dialog
• add parsing for tier and billing period from request body
• add Super-admin discount grants (API route)
• handle discount requests without offering label
• add validation for weekly capacity hours
• add email sync tier check
• implement progress reporting in gst-harvest
• add product/faq data
• add collapsible FAQ section and link to product faqs
• add soft ambient glow to brand background
• add billing queue and payment dialog components
• add new billing queue hooks
• add record payment dialog component
• update pricing and add plan selection
• update version to 6.3.1
• add automated follow-ups feature
• remove old compliance management banner
• add feature cards
• add subscription discount offer fields to Subscription model
• add GET route for listing discount offers
• add payment-related functions
• implement progress tracking and stopping for filing checks
• add pricing modules section
• Improve plan descriptions and add note about credit card required
• add pricing modules section
• add billing queue and payments support
• add new test suite for homepage redesign
• add missing modules and add-ons to pricing page
• add billing queue support
• add BASE_MEMBERS constant
• update offer details in location page
• use resolveSeatPlanId for seat plan resolution
• add client work vs team split for better user experience
• add logic for handling Microsoft email account start route (EMAIL_SYNC tier)
• add dark mode specific styling for the struggles section
• add unit tests for price sheet, tier split, and planIdToTierAndPeriod
• super-admin granted offers
• add subscription plan catalog and utilities
• add razorpayOfferId to LiveSubscription
• add subscription and addon management functionalities
• add full pricing plan and features for enterprise edition
• add new tax consultant and consulting firm audience entries
• add subscription and offer details in user route
• improve USP section description
• add Why Firms Choose Us section

Bug Fixes

• add optional invoiceName field for invoice lines
• add invoiceName field to form
• add tests for Ranked view & bulk reassign tasks
• add billingStatus field to tasks route
• add bot activity hook for web
• add endpoint for task attachments
• add support for portal checks
• bulk create tasks handler
• link inbound messages to compliance periods
• update billing status and source type in task route
• improve user display name tooltips
• improve GST login flow
• add missing automation job label translation
• update type definitions
• update notice-fetcher to handle unattended collection
• update post-login harvesting
• display invoice number in the billing dashboard tab
• add validation for invoice prefix
• add defaultBillingStatus function
• add settings tab
• implement API for fetching compliance activity
• add filing sync button for businesses
• update doc automation toggle and loading state
• update stats and table loading states
• reject audio routes with too few characters
• update description tooltips to include the full title
• add documentation for automatic document collection
• add filing discovery API endpoint
• improve invoice number display in manual row
• add logic to check for linked proposal status
• handle new fields from the compliance bot
• add DocumentChecklistCard component
• add onClick handling for the 'ComplianceType' select option
• add service dialog compliances tab
• add rememberRowsKey option
• add half-yearly recurring pattern option
• add new methods for marking setup intro seen and cleaning up test tasks
• seed a task directly for test tasks
• refactor code, improve readability
• update dashboard-risk-alerts.tsx
• adjust height for module panels
• add waiting for client status option
• add waitingForClient status to dashboard router
• update row count tracking
• add rememberRowsKey to DataTable for department selection
• use better error handling when sending compliance requests
• add contact info to the doc message
• limit template parameter length
• clarify run result fields
• add explanation for draft invoices in invoice-quick-sheet.tsx
• update send audience and verdict types
• add new component to display compliance items
• prevent resetting sent emails list
• add waiting for client status label
• update all modules in employees route
• add route to manage task notifications for the end of the day
• add filing watch listener to portal badge
• add filing watch listener
• add GST harvesting functionality to background script
• add filing-discovery.md
• improve error handling in filing sweep logic
• add filing sync button and portal check support
• improve button title to be more descriptive
• update handling of notices saved and screenshot failures
• resolveTarget to use GSTIN instead of client id
• update sync queue management and credential record handling
• add document-collection engine settings and default lead days
• improve PATCH handling for doc automation mode and lead days
• update notification preferences
• add scrollbar padding to smooth scroll behavior
• use gst-filing-scraper as scope and provide clear error message for session drop
• add functions to check if the tab is on the GST portal and capture screenshots
• add matching and unmatched compliance statuses
• initialize filing watcher in gst-portal.ts
• load component dynamically without accessing it from the resolved module
• add test for new invoice number format
• allocate number after verifying client email
• update invoice number formatting
• warn about missing bank account or UPI ID for invoices
• add client-facing name for invoice lines
• remove invoice number generation logic
• add DRAFT status to billing-dashboard-tab.tsx
• display invoice numbers in the table
• update invoice numbers to include null when not available
• improve invoice number formatting
• improve visual representation of draft invoices
• refactor the invoices table section to handle upcoming and sent invoices separately, improving readability and functionality.
• use displayInvoiceNumber for invoice number display
• update formatAmount function to use local currency format
• format invoice numbers with displayInvoiceNumber
• raise a DRAFT invoice from completed, unbilled tasks
• warm chunks to avoid wait for TabFallback
• add filing watch listener to it portal
• add scrollbar width variable for layout component
• add skeleton loading components to TeamLoading component
• add skeleton for emails loading state
• add skeleton for ReimbursementsLoading component
• add skeleton loading for departments dashboard
• use displayInvoiceNumber for invoice options
• add encodeMagicLinkSuffix function
• initialize filing watch listener
• add <all_urls> to content scripts
• add waiting for client status
• add FirmNotificationSettings model
• add invoice draft status
• add invoice series and financial year support to invoices
• add invoice_name column to services and service_packages tables
• add new task notification type 'ACTION_RECEIVED'
• drop and update invoice from tasks optional onboarding
• add column consecutiveFailures to ClientPortalCredential
• update invoice counter allocation script
• add styling to notice table for responsiveness
• improve loading skeleton display
• improve skeleton height calculation
• add invoice number formatting
• update version to 6.3.0
• use initFilingWatchListener to show same bottom-right spinner while filing capture runs
• add post-login harvest logic
• add handling for PS_RUN_FILING_SWEEP and PS_SYNC_FILINGS message types
• handle missing businessId field in PS_LAUNCH_AUTOFILL message
• add tests for task priority engine
• add firm settings and notification preferences
• allocate invoice numbers for invoices in the audit view
• handle invoice name in service model
• update consecutiveFailures field for client portal credentials
• allow magic link fast path to work in auth logic
• add /api/compliance/filings to allowed routes
• remove unnecessary /api/cron/** from excluded paths
• bulkTasks - bust per-client and per-employee task lists by prefix instead
• bust cache for employee, task reassign, and dashboard stats
• ensure all queries are invalidated when firm settings change
• handle filing sync event
• invalidate queries after raising an invoice from tasks
• invalidate queries for portal-check lane
• add unbilled query key for tasks not yet invoiced
• add compliance and automation keys
• add prefix key for bot sync communications
• add priority score/rank and manager risk alerts (issue #1233)
• add task keys for all by business and all unbilled tasks
• remove redundant function to fetch pending required documents
• add logic to handle expired magic links
• add unbilled work card to invoice table
• add utility function to format invoice numbers
• add validation for dependsOnId and slaDueAt to prevent unresolvable chains
• update weeklyCapacityHours for employee routes
• add missing invoiceName field to update package schema
• add publish of scrollbar width var on html
• handle invoice number allocation and send logic
• add invoiceName property to ServicePackageWithDetails
• update client-facing invoice names for service packages
• add daily filing sweep functionality
• capture portal calls and scrape gst dashboard
• update daily sweep and post-login harvesting logic
• add invoiceName field to schemas.ts
• add missing isPending prop for useServicePackages service query
• add invoiceName to service and package objects in proposal serializer
• add triggerClientFeedbackRequest and spawnNextRecurringTask functions
• ensure recurring task cycle is advanced correctly
• refactor logic to calculate the next due date based on the current date and cron pattern
• adjust cron job to wait for client before processing tasks
• add missing open statuses to route filter
• add notification for bulk-assignment tasks
• handle P2003 error from Cypress test when logging user data
• refactor to use DigestMoment type
• daily task nudges
• exclude WAITING_FOR_CLIENT from task reminders checklist
• add billing and due date filters
• add bulk create tasks sheet and link to it
• update component to include ranked view option
• update priority signals and blocked by options
• add WaitingForClient status to tasks-table.js
• add billing status filter
• add route for assigning tasks
• validate billingStatus parameter in API request
• add rememberRowsKey prop to team management table
• add new WhatsApp templates
• update route.ts
• update WhatsApp test routes
• initialize filing watch listener
• add compliance templates
• add unbilled work card component
• add cron job for task-end-of-day
• adjust cron schedule for task-admin-digest
• add screenshot to portal return verification report
• add verification function for tracking compliance tasks
• handle overdue digest escalation for unfiled tasks
• handle leading/trailing whitespace in whatsapp parameters
• add task nudge template
• handle task action button taps

Features

• add bulk create functionality for tasks
• add WA compliance templates
• add skeleton components for billing loading interface
• add briefing days card component
• add bulk create route
• add link/button to a notification
• add route to get period and document collection logs for a task
• add invoice scheduling logic for complete route
• set billing status to 'active' for compliance tasks onboarding schedule
• pass businessId to useLaunchAutofill for enhanced session management
• clear scroll offset when navigating between tabs
• refactor dashboard team panel logic
• add weekly capacity hours input field
• add invoiceName field
• add portal filing-table discovery feature
• add daily unattended filing sweep service
• add filing-sync functionality
• add route for filing sync
• add route for managing firm settings
• read GST dashboard straight from DOM
• add scraping GST notices from tab
• add invoiceLineName function
• add invoice number formatting and validation functions
• add invoice number allocation logic
• remove padding and styling from DashboardLoadingSkeleton
• add loading skeleton for tasks dashboard
• add magic link suffix encoding and decoding tests
• add support for WhatsApp deep links in notifications
• add support for embedded notification links
• add alarms to the extension configuration
• update version to 6.3.0
• add isSystem column to TaskComment table
• add email task notification channel to prisma
• add schema migration for compliance verification log
• add task priority engine fields and indexes
• add weeklyCapacityHours column to Employee table
• re-seed invoice counter from sent only
• add bot module to module registry
• add reset scroll on tab change for performance improvement
• improve period spawning performance
• fix sync filing result reply shape
• implement sendToExtension method to avoid crashing on extension reload
• add compliance verification tracking for GST filings
• add migration for adding portal filing records
• add weekly capacity hours to task model
• remove onboardingId field from invoice model
• add skeleton for panel components
• warm template editor while viewing proposals list
• use firm-settings and compliance keys
• add recurring-task-spawner route
• use rememberRowsKey prop for enhanced table performance
• update ALL_MODULES array for route
• update route handling for tasks
• add test for safe-callback-url function
• add safeCallbackPath function
• improve invoice name handling in route.ts
• handle forced daily filing sweep attempt
• add skeleton row counting logic
• add loading indicator for employee data
• add invoice numbering logic
• add initial implementation of sync-queue
• add task button payloads
• added proof preview to the task detail panel
• add weekly digest for managers and partners
• add non-working-day logic to task reminders route
• use PipelineStageIcon for pipeline icons
• add priority engine logic
• add bulk reassignment route
• add estimated hours and SLA due at fields to tasks route
• add useRememberRowCount hook to remember row counts
• add cron jobs to schedule compliance tasks
• add recurring task spawner cron job
• add task action handling
• add template methods for compliance documents

Bug Fixes

• add useInboxEmailById function
• update user settings
• update button style and text for sub-items
• add mahagst-login functionality
• improve portal loading spinner handling
• update to handle expired trials and support-granted trial extensions
• add bulk service import endpoint
• document portal automation tasks
• add logic to map and bill one-time PROPOSAL_SERVICE tasks
• update description generation prompt
• add dropdown menu for actions
• remove empty style class from the dashboard compliance form template
• add log context for failed email notifications
• ensure body pointer events are restored when dialog closes
• improve ambiguous auto-link resolution
• update unambiguous-link cleanup budget
• add payment method failed and magic login email templates
• exclude system and test emails from email log retrieval
• replace manual CAPTCHA with OCR solution
• handle error page transition refinement
• add mahagst-portal dependency
• extensions:portal-badge: Add a LOGO_URL constant for the portal badge logo
• update version to 6.2.0
• update path length and stroke to match other elements
• use readCaptchaWithGemini for plain and math captchas
• update tab styles and background colors
• update script paths
• add support-assisted auto-login feature
• dismiss welcome modal
• add mahagst-portal support
• add web accessible resources for icons
• update manifest version
• improve deleteGraphMessage function to allow for reversible deletion from the user's real mailbox
• add billing status column to Task model
• improve password step handling
• improve password validation and retry logic
• add log context to notifications API calls
• update test script for unit tests
• add check for saved credentials before rendering business list
• use non-capturing groups in session cookie regex
• add TRACES portal typing and interception tips
• improve tab-key navigation over vision
• use the actual component name in the diff
• update icon path lengths
• consolidate login logic, centralize config and state
• handle failure from fillESICLoginFieldsInTab before showing loading card
• update error handling in service worker
• add bulk import and upload services dialogs
• update category select to truncate text
• lock body scroll while sheet is open
• update shield check logic to use path length for animation
• refactor solve-image route
• update access verdict handling and UX improvements
• add haltedAt field to LiveSubscription
• add billingStatus to task route query
• add checks to ensure login forms are only interacted with by trusted frames
• add readFocusedFlutterInput function to read over the ALREADY-ATTACHED debugger (Runtime.evaluate)
• handle Flutter boot crashes and retries
• improve error handling and logging
• OCRs the captcha as it is actually rendered on screen
• remove redundant tab navigation and close stray tabs
• update focus handling and improve case recognition in TDScaptcha-solving
• update login logic to support both DOM and Flutter variants
• remove unnecessary tab navigation and captcha refresh cycle
• solve TDS Flutter login captcha from audio only
• update login link for invited employees
• add new trial.ts file and functionality
• exclude unit tests from .next/npm build
• add useScrollLock hook to lock page scroll
• update variant for vertical and horizontal bars
• support-assisted account access link, payment method failed notices

Features

• add support for trial extension and login link notifications
• add locate fields route
• no-op access gates in local dev
• improve add-compliance-dialog UI and logic
• capture and solve ESIC's captcha in background.js
• add solveCaptchaText function
• improve stats card grid visualization
• simplify filling MahaGST login fields
• add trial lifecycle and mandate grace to WhatsApp templates and user subscriptions
• update version to 6.2.0
• add .portal-source-badge.mahagst style
• improve handling of session cookies for large JWTs
• add trialConsumedAt and related fields
• add byId query key
• fetch single inbound email with thread context, delete from Graph if account type is Microsoft
• add bottom-right loading card for LAUNCH_AUTOFILL flow
• improve login logic for MAHA_GST portal
• add AddReimbursementCategoryDialog to reimbursement-category-settings.tsx
• update subscription halt state with live Razorpay webhook interaction
• add templates for Payment Method Failed, Magic Login Link, and WhatsApp Magic Login Link
• add regression tests for billing access rules

Features

• update formatter for currency formatting
• add action strip to module card
• validate session via PracticeStacks tab's content script
• update formatting logic for proposal amounts
• add README content for apps/web
• update manifest.json for PracticeStacks Extension
• update tool list to reflect latest changes

Bug Fixes

• add prompt copying instructions
• update version to 6.0.1
• update version to 6.0.1
• add session check in content script
• update to latest version of PracticeStacks and MCP admin tools
• handle new reimbursement types and format amount correctly
• handle session verification properly

1.207.1 (2026-07-24)

Bug Fixes

• release-extension: retry Chrome Web Store submission error after 3 retries (74c865b)

Features

• retry PlasmoHQ/bpp action with 3 attempts and 30s delay

Bug Fixes

• add module permissions check for lead conversion
• use resolved WhatsApp number for admin task digest
• use resolved WhatsApp number for feedback requests
• use resolved WhatsApp number for lead follow-up digest
• use resolved WhatsApp number for manager task digest
• use resolved WhatsApp number for reengagement sends
• use resolved WhatsApp number for streak alerts
• use resolved WhatsApp number for task reminder/overdue alerts
• use resolved WhatsApp number for task-assignment alerts
• add Flutter-specific utilities for solving CAPTCHAs
• improve TDS-Framework Login Logic
• update tds-flutter-login.ts
• use resolved WhatsApp number for lead-assigned alerts
• update tab descriptions
• update text input coordinates for Indian TDS portal login page
• use resolved WhatsApp number for test-send
• use resolved WhatsApp number for reject/amend alerts
• use resolved WhatsApp number for reapply alerts
• use resolved WhatsApp number for status-update alerts
• use resolved WhatsApp number for submission alerts
• use resolved WhatsApp number for comment-mention alerts
• add space after Tab to select Deductor tab
• dismiss autofill suggestion before typingcaptcha
• improve tab switching logic
• remove vision-click fallback for Login button
• press tab x3 and space to activate login
• add maskTan, waitForStableViewport, and clickAt methods

Features

• add whatsappNumber to AdminUser type
• select whatsappNumber for admin user list
• use resolved WhatsApp number for admin quick-send link
• add whatsappNumber field to User model
• migration for User.whatsappNumber column
• add WhatsApp Number field to account settings
• support saving a separate WhatsApp number
• replace dismissAutofillSuggestion with readViewport and validate against the real tab indicator
• add resolveWhatsappNumber helper

1.205.1 (2026-07-23)

Bug Fixes

• delete-user-data: conditional delete of employee row (49b4dc8)
• fetch-proposal: remove emailStorageLimitBytes from getProposalData (74c41ac)
• repo: strip emailStorageLimitBytes before returning response (a073bc1)
• resend-otp: add logic to prevent ghost accounts from being created (470e0e3)
• turnstile-widget: handle Cypress test bypass token (942ba7b)
• turnstile: skip verification in dev for Cypress test bypass (7a41ac7)
• web: add tests for creating and deleting test users (a329a67)

Features

• remove emailStorageLimitBytes from next-auth's JWT encode

Bug Fixes

• handle OtpVerify in a more efficient way

Bug Fixes

• clear dirty state after location selection
• add error message when user does not have permission to manage subscriptions
• handle missing email for OAuth provider credentials
• remove placeholder for actions column
• improve notification button styling and layout
• improve button text and responsiveness
• update button size for compliance test email button
• simplify filtering and display of team capacity panel
• add maxLength prop to InputField component
• update maxLength and description display in InputTextArea.tsx
• stage total calculation
• use Date.now instead of Date.parse to improve performance
• update overview-tab.tsx
• add delete proposal action
• update subscription query to resolve before gating on role
• add custom error message for firm administrator access

Features

• add SEO fields

Bug Fixes

• add client feedback hooks for API interaction
• add route to list client-facing post-task feedback
• add file creation and initial state
• add support for additional SMTP headers
• update all modules constant
• add feedback form view component
• add client feedback detail sheet component
• add feedback layout file
• add MarketingConsentNudge component for marketing consent notifications
• add route for getting and updating user's marketing/promotional consent state
• add marketing consent fields to User model
• add marketing consent nudge timestamp
• add check of magic-login token validity
• add delete button for draft proposals
• bust feedback lists/details to avoid stale data
• bust status query when marketing consent toggled
• update marketing consent keys
• implement reengagement cron with consent gate
• add cronDayOfMonth field to route.ts
• add firm feedback page
• add minimal redirect page for WhatsApp magic-login links
• remove prisma.clientFeedback from export and add feedback.business.name
• send client-facing WhatsApp feedback request on task completion
• add marketing consent settings component
• use support-link-handler component to handle deep-links from WhatsApp
• add client feedback request template
• add sendInteractiveButtons and clientFeedbackRequest methods
• add client-facing post-task feedback request template
• add cronDayOfMonth to workflow steps route
• update workflow channel and trigger type support
• implement cron scheduling for weekly steps

Features

• add feedback page
• add client feedback module to ALL_MODULES
• add PATCH route to update referral status
• add marketing consent checkboxes
• add magic login token flow for OTP authentication
• add marketing whatsapp and email consent options
• add loading component for feedback dashboard
• add marketing consent nudge component
• update UI for marketing consent settings
• add workflow trigger type enum
• add client feedback module
• add toggle for isInternal boolean
• add client feedback keys
• add PATCH route to update testimonial status
• add support for trigger type in workflow routes
• add POST route for submitting client feedback and referrals
• add support for wa_client_feedback_request template in sendTestWhatsApp
• implement one-click unsubscribe tokens
• add unsubscribe route
• add support for different workflow triggers
• add trigger select to create and edit workflows

Bug Fixes

• add dialog component
• add dateModified field to home page
• update index.ts
• use controlled open state for business filter popover
• remove unused code and clean up the logic
• remove outdated file
• handle task detail panel when task ID is selected
• remove deleted file
• update description for AI context and form fields
• remove compliance-module-panel.tsx
• refactor form logic
• remove duplicate logic in buildComplianceDashboard
• remove linked task first and delete relation
• remove obsolete complianceDate resolver
• remove relations with no synced calendar events
• update button size and position
• add dismiss dashboard item functionality
• add dismissal filter for emails
• remove unused "COMPLIANCE" module from dashboard types
• update dialog to use sheet component
• add dialog component for adding new employees
• add employee dialog enhancement
• add dateModified to FAQPage
• update date modified
• update dateModified field to 2026-07-21
• update last modified date
• handle new and deleted calendar events
• add GET and DELETE handlers for interacting with the Google Calendar service
• add Google Calendar OAuth + event sync helper
• update getGoogleProfileEmail, getFreshCalendarAccessToken, and toDateStr for Google Calendar integration
• add pending status option to useInvitations function
• filter dismissed invoices
• add dismissal filtering to leads dashboard
• add dashboard my work card
• remove redundant button for dismiss item
• add id field to notice objects in notices dashboard builder
• update Google Calendar and ComplianceCalendarEvent models
• filter dismissed proposals in the dashboard
• bust status card when Google Calendar connected/disconnected
• update the invalidate function to handle the dismissal of a "Needs attention" row only affecting the module's own overview query
• add Google Calendar connection keys
• remove unused comments
• sync reminder relations with Google Calendar
• update dateModified field in VsCompetitorPage.tsx
• add Google Calendar settings component
• add new Google calendar settings component
• implement OAuth flow for Google Calendar integration
• add dashboard tasks calendar component
• add dismissal filtering to build tasks dashboard
• remove unused hook and related queries

Features

• remove unused calendar.hook.ts
• add Google Calendar sync for compliance relation calendar
• add business table selection features
• implement business filtering, add recent filter option
• update dateModified in page.tsx
• add oauth callback handler
• add single shared Add Compliance sheet for all toolbar/empty-state "Add Compliance" buttons
• sync Google Calendar events before deleting compliance item
• updated dateModified field
• refactor card grouping and layout
• improve responsiveness of dashboard priorities component
• improve module selection logic
• add stable id field for dashboard signal rows
• add dismissal route for dismissing needs attention rows in the dashboard
• refactor dismissals by fingerprinting and ignoring duplicates
• add table DashboardItemDismissal
• update useDismissDashboardItem to handle dismiss actions
• add Google Calendar Sync migration
• update dateModified to reflect the last modified date
• updated dateModified for page

Bug Fixes

• show notification schedule preview when it exists
• add default frequency option to add-compliance-type-dialog
• update route to include notification count
• add new compliance form fields and components
• add reminderDaysBefore to compliance toggle list
• add default frequency option to compliance type route
• update onClick handler to pass editing ID
• update to handle compliance editing
• improve client assignment display
• add duplicate compliance dialog
• improve form label hiding behavior
• remove notificationCount and add reminderDaysBefore
• add default frequency options and field
• add quick selection options for cadences
• add compliance notification count column to Compliance model
• add compliance cadence options
• add reminder days before field to update compliance request

Features

• add route for setting default frequency of compliance types
• add default frequency suggestion
• add client and team email notifications for compliance due dates
• add defaultFrequency to ComplianceTypeWithCount
• Add complianceFormFields component and update form logic
• control the Edit dialog externally (e.g. clicking the compliance row/title)
• add new property 'notificationCount' to route.ts
• add reminder days and notify settings for compliance creation
• add-compliance-dialog - implement form fields for creating a new compliance item
• add ComplianceType defaultFrequency

Features

• add firm owner ID to lead creation and update operations
• update industry-defaults route to use firm owner ID
• add business owner ID check in POST route
• add firm owner ID to compliance calendar route
• add firm owner ID to compliance creation and update requests
• remove redundant checks in getFirmOwnerId
• add getFirmOwnerId to fetch firm owner ID
• update glitchgrab dependency to version 1.30.0

Bug Fixes

• add backfill for rmId when upgrading PROSPECT business to ACTIVE
• improve logic to scope audit logs by either user or record
• upgrade glitchgrab version to 1.30.0
• use employee id for leads captured by non-PARTNER employees
• update compliance-analytics.ts
• count distinct client-compliance relations
• Add details and activity timeline for employee invitations
• add invitation details sheet to settings component
• add label to indicate actionable items
• add support for firm owner view in route.ts
• remove unused auditLogKeys dependency
• handle firm scope in compliance operations
• add firm owner check
• add missing condition to prevent invitation settings from being rendered for hierarchy management

Features

• add employee-specific scope clause for invoice settings route
• add user validation and scope checks in /api/onboarding/[id]/route.ts
• add banner pattern generation function
• add utility for generating banner colors from seed
• merged single card skeleton
• add banner and logo upload buttons
• add onboarding scope clause
• improve cell width and overflow behavior
• add support for employee context and scope clause in onboarding route
• add check for employee context when fetching onboarding
• add functionality to upload business images
• add route to manage onboarding process
• add bulk notification functionality
• handle view query change
• add navigation for tab selection
• revoke-link route: clear client token, expiry, and OTP verification

Bug Fixes

• add business-dialog to allow applying industry defaults Compliance
• add context scope clause to onboarding route
• add context to delete-preview route
• handle onboarding scope clause in route.ts
• update route.ts
• add history prop to BusinessFilters component
• add industry defaults sheet button
• update initial tab state to avoid defaulting to "items"
• use table-layout: fixed and minTableWidthPx for DataTable
• update industry-defaults-tab description
• add scope clause for onboarding document templates
• update query state for tab selection
• add useUploadBusinessImage hook
• improve stats grid in business details page
• remove deleted file
• add status filter dropdown and update skeleton visualization
• update query state options
• update onboarding route to use scope clause
• add scope clause for employee users
• add missing checkmark to "Upcoming compliances" indicator
• update badge color and add days left文案
• remove footer
• update business name in column headers
• update handling of selected rows for batch delete and update
• update business details page to use history for tab navigation
• update tab navigation to prevent unintended history changes
• update service loading logic
• enhance display of stats cards in dashboard
• handle scope change correctly

1.197.2 (2026-07-20)

Bug Fixes

• proposals: compact clickable stat cards matching onboarding style (8a30a7a)
• proposals: filter proposal list when a stat card is clicked (ecf8829)

1.197.1 (2026-07-20)

Bug Fixes

• services: remove total price row from services table footer (5a71d28)

Features

• add logoutAt/durationSeconds to session-based login events
• add EPFO / ESIC employer portal login fields
• add validation to blog post form
• add loading state to indicate no businesses
• add skeleton for businesses page
• accept sessionStartedAt on credential PATCH
• add logoutAt/durationSeconds to audit log entry type
• add isReminderEffectivelyPaused check
• add hook for managing compliance reminders
• add isReminderPaused and isReminderEffectivelyPaused methods
• add reminder pause control to enhanced compliance dashboard
• update route handling for different parameters
• add isMobileOrTabletUserAgent function
• add EPFO employer portal support
• add ESIC employer portal login logic
• adjust animations for leads page loading skeletons
• update description to include EPFO and ESIC portals
• add matrix view component with filtering and sorting capabilities
• add 'priority', 'assignedToId', and 'sourceType' fields to task objects
• add sessionStartedAt to AuditLog model
• add business compliance pause flags
• add session duration field to AuditLog
• add state for open dialog
• add API endpoints for managing firm-wide compliance reminder pause and un-pause state
• add hover effects to stats cards
• add task ID query state
• add task.priority to cells object
• add functionality to fetch and display selected ticket report

Bug Fixes

• increase padding on add employee dialog buttons
• add useQueryState hook to manage the open state of AddServiceDialog
• add createdByEmployee field to /compliance/[id] route
• add toggleBusinessReminders hook
• initial monthly compliance route
• pause reminders until business compliance is complete
• add sessionStartedAt field to logAudit function
• ensure notices are fetched after updating credential fetch status
• add businesses dashboard builder
• update glitchgrab dependency to 1.29.1
• use business-industry-filter scope
• add reminder pause control for business header card
• add search adornment
• add skeleton cells for table headers and body
• enhance business table row selection and display
• improve loading state in business-table.tsx
• refactor skeleton styling
• add businesses module dashboard
• add refresh button to the businesses page
• filter businesses by status
• improve search functionality
• non-PARTNER employees only see businesses where they're the RM
• add createdByEmployee field to compliance detail
• pause/resume reminder emails+WhatsApp for one client assignment
• add reminder pause control for compliance toggle list
• add reminder pause control to assignment metadata
• improve user display in compliance detail view
• add bulk pause/resume functionality
• add query options to fetch selected item from history
• add route for bulk pausing/resuming compliance reminders
• update business compliance relation with new fields
• add aria-label and title to add-contact-button component
• add query state for calendar card open status
• update module dashboard logic
• add useQueryState for employee information
• add hasDetailTab field to DashboardModuleConfig
• add skeleton cell to loading rows
• update search logic
• update search-adornment slot to stay glued to the search input when wrapping
• add family to SMTP config type so IPv4-force option typechecks
• force IPv4 for Gmail to avoid EHOSTUNREACH errors
• update search query state to use push history option
• add invoice detail page support
• add skeleton for dashboard page content
• use modern html structure
• use history option to push leadId in queryState
• add templateId to props and update actions
• handle empty stage group gracefully
• remove unnecessary boolean condition to improve code readability
• update lead table stage calculation
• add route.ts for locating fields in the TRACES login page
• add risk badge and opacity to highlight cells
• adjust cell styling and improve tooltip functionality
• add remindersPaused column to ClientComplianceType
• add missing spacing and fix styling
• add support for paused compliance reminders
• enable config sheet on proposal page
• update audit history table format
• handle open sheet state properly
• add epfo-portal and esic-portal entry to build script
• update glitchgrab package version
• improve header styling
• update button styling
• add EPFO and ESIC portal sources
• update portal badge sources to include EPFO and ESIC
• improve navigation state management
• add tdsportal locate fields service to exclude list
• add filters to dashboard query
• add pause/resume compliance reminders route
• improve handling of selected reports
• add EPFO and ESIC login fields filling logic
• add setCopyDialogOpen to columns memo deps
• add setOpen to callback deps for add-service-package-dialog
• correct sidebar state before paint
• add task selection feature
• improve scope button appearance
• improve task scope dropdown UI
• initial commit to implement task toolbar functionality
• add support for parsing task parameter from query state
• add TaskToolbar and refactor component structure
• remove unnecessary search prop and refactoring filter handling
• add task state management
• add dashboard filters support
• add layout effect for initial viewport determination
• improve socket timeout for better stability
• type SMTP transport options explicitly to fix nodemailer overload error

1.196.5 (2026-07-18)

Bug Fixes

• leads: remove stage value line from pipeline list view (e5dd440)
• team: enlarge Grant All / Revoke All buttons in add employee dialog (a66efe3)
• team: enlarge Grant All / Revoke All buttons in edit employee dialog (11972a6)
• team: enlarge Grant All / Revoke All buttons in permission templates dialog (c4721eb)
• team: enlarge Quick Fill button text and touch target (4200f51)

1.196.4 (2026-07-18)

Bug Fixes

• businesses: default RM to creating employee so new clients stay visible (8551b6f)

1.196.3 (2026-07-18)

Bug Fixes

• compliance: add createdByEmployee type to detail hook (21606e8)
• compliance: include createdByEmployee in detail fetch (be86eb3)
• compliance: show actual employee creator in Created By panel (00286d2)

1.196.2 (2026-07-18)

Bug Fixes

• layout: remove smooth-scroll opt-in causing nav scroll jump (271564b)

1.196.1 (2026-07-18)

Bug Fixes

• blog-post-form: show toast when Update/Create Post validation fails (32eb320)
• dashboard: remove My Compliance widget from employee dashboard (75fb3de)
• dashboard: stop passing compliance data to My Work card (f2dcd75)

Bug Fixes

• upgrade glitchgrab from 1.28.0 to 1.29.0
• update checkbox styling and logic for selecting all rows
• optimize statistics loading and updates
• add task status to calendar events
• add border-radius to checkbox
• add task functionality to detail view
• add task opening logic
• update tab navigation
• update dashboard-team-card.tsx
• improve search functionality
• add employee-quick-sheet component
• update lead-assigned-notification.ts
• update Checkbox component style to use rounded-lg instead of rounded-4px

Features

• update glitchgrab dependency to v1.29.0

1.195.4 (2026-07-17)

Bug Fixes

• dashboard: make static module cards always navigable (e16bf31)
• leads: widen scroll fade on filter bar for better visibility (efa8077)

1.195.3 (2026-07-17)

Bug Fixes

• compliance: left-align Actions column for table consistency (89d909f)

1.195.1 (2026-07-17)

Bug Fixes

• dashboard: add spacing between overdue icon and count in team widget (5a9b9f9)
• dashboard: match refresh button style to streak chip (ac6ca28)
• invoices: reduce padding on dashboard summary cards (33ae8ad)
• invoices: show correct page title on invoices dashboard (4161fd1)
• leads: hide stage total footer for Lost Leads column (e201183)

Features

• add business rm scope clause to GET businesses route
• wire EditCredentialDialog into credentials tab
• add useUpdateCredential mutation hook
• add my work card for EMPLOYEE role
• add history to tab selector
• update search functionality
• add check for no contacts in the log communication dialog
• add phone number input field with validation

Bug Fixes

• add search functionality for compliance filters
• add rm scope clause to filter businesses created by the firm owner
• replace placeholder logo with neutral pulse block
• add businessRmScopeClause function
• update styles and layout
• implement team workload widget in right rail
• improve card layout and responsiveness
• set fixed height for dashboard priorities card
• add fixed height to dashboard team card
• improve layout and functionality
• add edit credential dialog component
• add rejected status to proposals selector

Bug Fixes

• match skeleton size to compact stat cards
• shrink stat cards using compact size
• include billingType/billingCycle in package update schema
• persist billingType/billingCycle on package creation

Features

• add compact size variant to StatsCardsGrid

1.193.1 (2026-07-16)

Bug Fixes

• complete-profile: update form to include turnstile widget and handle token input (71ea64c)

Bug Fixes

• add compliance suggestions based on industry
• add route to fetch and update industry compliance defaults
• add support for including firm profile in lead email templates
• add support for including firm profile in lead email templates
• validate complianceIds and ensure ownership in POST request
• improve keyboard handling for nested commands
• include firm profile in brochure attachment retrieval
• update module permissions quick-fill form
• add industry compliance defaults component
• add new route for fetching industry compliance defaults
• add includeFirmProfile switch
• add module permissions quick fill component
• add route for fetching and creating permission templates
• add industry compliance defaults to schema
• add permission templates to User
• add option to include firm profile in proposal form
• invalidate permissions templates
• use invalidateQueries to invalidate queries based on business keys
• add industryDefaults and industryDefault components
• add permissionTemplateKeys interface
• include firm profile in renewal request
• add includeFirmProfile field to lead-email-template route
• add permission templates dialog to the team management dashboard

Features

• add include_firm_profile parameter
• add option to include firm profile in brochure attachment
• add IndustryComplianceDefault table and indexes
• add module-permission-templates configuration file
• add permission templates dialog
• add hook for permission templates
• add includeFirmProfile field to proposal header component
• add support for firm profile inclusion in proposals
• add include_firm_profile to proposals route
• add route handlers for updating and deleting permission templates
• include firm profile in proposals
• add logic to include firm brochure PDF in test lead emails

1.192.2 (2026-07-16)

Bug Fixes

• credentials: re-check extension install state in add-credential dialog (12ad5be)
• credentials: re-check extension install state in notices credentials table (2730a25)
• credentials: re-check extension install state on attribute change (6f8f684)

1.192.1 (2026-07-16)

Bug Fixes

• sidebar: prevent default branding flash on dashboard refresh (0b69c1a)

Bug Fixes

• resolve firm business for non-owner sessions
• refactor dashboard module builder type

Features

• add compliance dashboard building function
• add access checks for task communications
• add buildComplianceDashboard function
• add more visibility and role-specific filtering to matrix route request
• add employee-specific context in module overview route

Bug Fixes

• add createdByEmployeeId to Compliance route
• add missing className for DashboardOverview component
• add createdCompliances relation
• add duration to update service request
• add change service duration popover and category manager

Features

• add dashboard navigation menu

1.190.1 (2026-07-16)

Bug Fixes

• login: move mobile OTP option above email field (c5ef612)

Bug Fixes

• add MAHA_GST and EPFO options to SOURCE_OPTIONS
• add route for editing employee invitations
• improve bulk delete compliance types
• store compliance dates in DD-MM format
• update select options for audit history table
• handle bulk delete in CategoryManager component
• surface server error message when saving a credential fails
• ensure compliance dates are in dd-MM format
• update form schema for edit invitation dialog
• improve UI for switching between list and card views
• use pointer-events-none to disable click event during loading
• update date format to dd-mm
• add edit invitation dialog
• add edit invitation functionality
• add error handling for credential saving
• add Maharastra GST and EPFO options to the notice selector
• add enums for MAHA GST, EPFO, and ESIC in schema.prisma
• improve logic to invalidate all queries for invitations
• add invitation keys
• add usage count calculation to compliance-type routes
• use rm.user for relationship manager instead of rm and contacts
• add support for new credential-only portals

Features

• add list and card view modes for the compliance filter pills
• gate credential creation to employees with an active task on the business
• add relationship manager information to portal content
• add service and package counts to compliance type route
• update date format in POST request response
• label MahaGST/EPFO/ESIC portal credentials
• add follow-up options to log communication dialog
• add MAHA_GST, EPFO, ESIC to NoticeSource enumeration

Bug Fixes

• add bulk assign rm dialog functionality
• add route for bulk assigning relationship managers
• add relationship manager email column to the template
• add dialog to assign/remove RM business members
• implement daily compliance due-date reminder cron
• preview test email dialog
• update compliance-toggle-list component to use custom email by default for clients
• check sendLeadEmail success before marking cron emails sent, closes #942 #943
• don't let a failed follow-up email skip WhatsApp + dedupe stamp, closes #942 #943
• surface auto-save validation failures instead of failing silently, closes #943 #942 #943
• surface delivery failures from the test-lead-email endpoint, closes #942 #943
• add missing "-" in date format for monthly compliance reminder reminder
• update user settings form
• add cron jobs for compliance reminders

Features

• add loading state + timeout for extension autofill launch
• add shared lead notification dispatcher
• add columns for auto reminder days before and last sent at in ClientComplianceType

Features

• drop assigned-employees filter UI
• remove card/category view and employee filter

1.187.2 (2026-07-16)

Bug Fixes

• compliance-types: correct misleading bulk-delete dialog copy (fea122e)

1.187.1 (2026-07-16)

Bug Fixes

• team: remove workload column from team table (8435504)

Bug Fixes

• add unbilledBillableExpenses to business-invoices.hook.ts
• handle deleted emails in inbox
• implement delete email hooks
• improve pagination logic
• add API for retrieving unbilled billable expenses
• update package versions
• add export functionality to audit-history-table.tsx
• add reminder emails for unbilled billable expenses and pending approval
• add delete buttons to emails list
• add unbilled billable expenses card
• list all invoices with unbilled billable expenses
• improve fetchTimeout and solveAudioCaptcha responses
• add audit history table
• add jspdf-autotable for better PDF generation
• add audit log keys
• add new stats card for unbilled billable and pending invoice attach
• delete sent email log entry
• remove commented out code and update financials calculation
• add two new cron jobs

Features

• add portal login audit log endpoint
• add useCredentialAuditLog hook
• log login-result reports as LOGIN audit events
• add invoice line item reimbursement link
• add InboundEmail deletedAt column
• fix(status prop in ActivityIcon)
• update overview calculation for unbilled billable
• add businessId check for reimbursements
• add weekly billable-reimbursement reminder cron
• attach billable reimbursement as invoice line item
• soft-delete inbound email
• improve notice sync timeout

Bug Fixes

• add null check for onboarding record in useFileEmailAttachment
• add support for services in lead capture
• add spacing between module cards and compliance calendar
• ensure proper title case for onboarding proposal titles
• add businessId to onboarding document creation request
• prevent clearing session when creating document
• update DpdpDashboard component to use new API and handle errors
• add scrollbar-gutter for better visual feedback on scroll positions in the app
• update loading component to use maximum width and add gap
• update version to 1.0.4
• improve auto-save logic
• update lead reference to ensure it always points to the current lead object
• add missing gap CSS property
• enhance loading screen to provide feedback during loading times
• avoid using lodash's _.debounce method to debounce loading logic
• update loading component to use StatsCardsGridSkeleton for skeleton loading
• add brochure generation status enums
• add onboardingDocuments relation to Business model
• update schema.prisma to include brochure generation status and error
• add loading component
• update service list in README
• add check for own business brochures
• remove optional complianceType field from ServiceWithComplianceType
• update category color and name retrieval from services data
• add brochaure regeneration feature
• update services field in lead data
• remove null early returns in tour.tsx

Features

• generate firm brochure PDF in the background
• handle linking to latest onboarding for businesses
• improve loading experience
• add businessId to OnboardingDocument and backfill it

Bug Fixes

• add dismissal logic for promo banners
• handle side bar dismissal state better
• add view toggle in compliance grid/list
• add compliance view functions
• add custom labels for industries
• add scroll mask to the lead board component
• hide overflow-x-auto mask for scrolling leads
• update WhatsApp OTP logging level
• add SIDEBAR_FIRM tour step
• move sidebar service selector from right to left

Features

• add industry value supplier_of_services_exports

Bug Fixes

• add data retention navigation item
• generate a random API token using crypto.randomInt
• audit financial records during onboarding completion
• update route.ts to validate incoming data
• update link to team dashboard
• add auditRequestMeta function for client IP + User-Agent logging
• remove unnecessary button in forgot password header
• update turnstile widget references and handling
• add verification token check for forgot-password route
• update glitchgrab version to 1.28.0
• ignore client-supplied userId in POST request
• encrypt session token at rest on update
• record IP/user-agent on portal credential login audit
• ensure reminder notifications are sent to the creator, not assignee
• add set retention hold functionality
• add cron route and logic to anonymize users
• add DPDP retention/erasure logic
• update route to include user data and summary stats
• add Cloudflare Turnstile secret key for form validation
• update Google client secret for production
• audit bulk PII export - super-admin pulls every admin's contact details
• clear DPDP anonymization warning when user activates
• update search controls layout for better readability
• add debounced auto-save and clean-up for edit requests
• add ip and userAgent to AuditLog table and attempts column to Otp table
• add retention exemption timestamp to User model
• client submit route - create invoice and log audit
• add OTP check logic
• update glitchgrab package version to 1.28.0
• add retention logic for anonymization and legal hold
• update Otp model to include attempts field
• improve verification challenge flow and state management
• add inline badge for renewal status and value breakdown
• add scope to business proposal routes
• restrict external image fetching to CDN/S3 buckets
• invalidate data retention queries when creating a new record
• use query-keys scope for the file apps/web/lib/query-keys.ts
• add ownership verification
• add verification challenge to request OTP route
• add turnstile token verification in resend-otp route
• ensure external URLs are validated before processing
• update list view button to use useQueryState
• add component for team management
• improve email and whatsapp template handling
• add route for handling lead assignments
• use it

Features

• clear pending DPDP anonymization warning when logging in
• update OTP verification and audit logging
• surface client/contact lookup failures instead of silently empty
• add error handling for contact fetching
• refactor dashboard team panel implementation
• add admin data retention page
• add loading state to lead board component
• add mobile/tablet filter dropdown
• fire-and-forget send lead assigned notification
• add implied VIEW access for certain modules
• add support for checking compliance by firm
• scope: business — handle firm-specific operations for business deletion and validation
• verify business belongs to caller's firm before updating
• add OTP verification for password resets
• add staff-only action for proposals
• Add OTP verification to send route
• add verifyTurnstileToken function
• add cron jobs for feedback request and data retention
• limit OTP verification attempts

Bug Fixes

• hide Link to field when no invoices or proposals exist

Features

• add refresh button to dashboard tab row

Features

• add login action to audit log
• show red banner on credentials tab when portal login fails
• scope credential list to an employee's active-task clients
• task-gate credential login and audit each access
• update portal login listener
• add debugger permission for debugging in trace app
• add fillTRACESLoginFieldsInTab function
• update ActivityIcon to formatActivity
• add client portal credential IDs to audit logs
• improve portal context logic
• add PracticeStacks autofill badge
• implement portal login listener and loading card
• add credential count to response
• refactor service-worker to use TDS Flutter login URL
• use better method to sniff TAN/captcha id

Bug Fixes

• dedupe team members so firm owner isn't listed twice
• update service-worker response handling
• add clientPortalCredentials to the business route
• add logic to determine if employee has active task for specific business
• update autofill badge to PracticeStacks
• add portal login listener
• update it-portal.ts
• add trace-captcha-sniff.js to manifest
• add traces-captcha-sniff.js for TDSCPCgov.in
• improve IT portal password page handling
• add missing traces-captcha-sniff.js entry in build command
• update build script for portals
• add credential count to business list items
• add portal context functionality
• add portal context list and search button
• update portal-cred-chip component
• remove pointer-events from portal badge
• handle errors during fetching client credentials
• improve login outcome reporting and detection
• improve URL creation in service worker
• update TRACES Flutter login logic
• extract a mixed alphanumeric captcha from spoken transcription
• use case annotations for better accuracy
• remove image from request payload
• capture captcha id via CDP Fetch interceptor
• use findLoginButtonPoint to locate the enabled "Login" button's center
• use document_start MAIN-world content script to sniff captcha id
• add TDS/Traces 2.0 Flutter login functionality
• add new fetch/XHR interceptors to stash captcha-id
• remove traces captcha sniffer
• add autofill badge for PracticeStacks portal
• add popup login trigger support

Features

• add refresh button to businesses page action bar

Bug Fixes

• show all business contacts in new-communication dropdown
• refresh business compliance list after changing item type

1.180.5 (2026-07-14)

Bug Fixes

• compliance: fall back to business contacts when notify finds no linked contact emails (41897b7)

1.180.4 (2026-07-14)

Bug Fixes

• settings: remove local dev profile URL from slug field description (e3ffc83)

1.180.3 (2026-07-13)

Bug Fixes

• employees: ensure uniqueness of phone number (1fcf67c)

1.180.2 (2026-07-13)

Bug Fixes

• services: match Duration field UI to Tax Rate select in add dialog (4212f5f)
• services: match Duration field UI to Tax Rate select in edit dialog (25491e7)

1.180.1 (2026-07-13)

Bug Fixes

• credentials: close dialog after credential saved (c7c18ed)

Bug Fixes

• gate PostHog init behind cookie consent, strip PII from identify calls
• mask phone numbers to last-4 digits in signup funnel events
• update route for DPDP compliance
• add DPDP compliance navigation item
• enhance service worker with new functions
• add at-a-glance column
• add functionality for generating and sending a consent capture link
• add consent link dialog
• add dpdp dashboard component
• add DpdpConsentCapturePage component
• defer GA script + mount cookie consent banner instead of loading unconditionally
• update to include marketing consent checkbox
• add client portal login functionality
• add empty state when no business found
• update client portal login screen
• update popup styles for client portal login and business credentials
• update verification logic to use marketing consent
• add client portal credential and compliance relation to created_by route
• add consent withdrawal page
• add route for decoding consent invite link
• refactor response handling
• update API response parsing
• add Dpdp notice clause to terms section
• add verification logic for Consent Token

Features

• add auto-tagging of legal bases for proposal approval verification
• add cookie consent banner (accept-all / essential-only)
• gate Google Analytics loading behind cookie consent
• add route for fetching DPDP consent records
• add new logic for backfill process
• add LegalBasisTable and ConsentHistoryTable components
• add signing and verification of consent-capture invite tokens
• add hooks for generating and verifying DPDP consent links
• add autoTagLegalBasis and generateConsentToken functions to dpdp.ts
• add DpdpLayout component
• add route for fetching DPDP legal basis entries
• add cookie consent store for DPDP-ready opt-in gating
• add dpdp consent module
• add DPDP compliance module
• add portal logo support to business preview
• update portal list to include avatar and industry
• add DpdpLegalBasisEntry and DpdpConsentRecord models
• use queryKeys for DPDP legal-basis and consent record mutations
• add dpdp keys and corresponding routes
• add API route for withdrawing DPDP consent

Features

• add support for inline images in compose email dialog

Bug Fixes

• ensure business matches Compliance before sending emails
• reduce complexity by removing unnecessary state and updating event listeners
• update route.ts to reflect new logic

Bug Fixes

• replace old image upload methods with mirroring for external URLs
• styled and enhanced phone OTP button for login forms
• add forgot-password route
• update resend OTP route
• use AUTH scope for forgot-password route
• improve document route handling
• add app password generation and instructions when necessary
• improve SMTP connection pooling and message limit
• filter out AUTH logs from email logs
• add orgEmail field to business information
• remove unused CSS class
• add orgEmail field to sendInvitationEmail method
• set orgEmail in email content
• add logging for proposal approval event
• update route.ts
• add orgEmail field for compliance reminders
• update business information in reimbursement status updates
• add SSRF guard to mirrorImageToS3
• update DataTable's effect deps to use hoisted const for sticky columns

Features

• enforce compliance type and owner check on GET /api/businesses/[business_id]/compliance/route.ts
• add employee context check to invoice route
• implement image mirroring with S3
• add functionality to send WhatsApp compliance calendar
• add auth source 'AUTH'
• add orgEmail field to business object in reimbursements route

Features

• add test email dialog
• add calendar occurrences API endpoint
• add month calendar view with filters and avatars
• add useComplianceCalendar hook
• add compact compliance calendar widget
• show compliance calendar widget in right rail
• update email body backfill logic to use new migration strategy
• send reminder email to firm's org email with admin cc
• add functionality to send monthly compliance calendar emails and integrate with WhatsApp for reminders
• add email activity tab and component
• bust compliance calendar cache on business compliance mutation
• add complianceKeys factory

Bug Fixes

• add CC to monthly compliance email
• avoid passing phone in generateOTP method
• add notify-compliance-dialog support
• add compliance calendar notification feature
• refactor component to use separate email testing dialog
• add test email dialog for compliance calendar
• improve lead and proposal email logs retrieval and filtering
• improve backfill email bodies process
• enhance email dashboard UI and functionality
• add proposal email activity component
• handle error during user settings update
• validate and ensure unique email/phone before updating user settings
• add business name and email to overview page

1.176.1 (2026-07-10)

Bug Fixes

• cron: lower bodyHtml backfill default batch to stay under maxDuration (6973947)

Bug Fixes

• add support for invoice number field detection
• add attachment field scanner component
• add error logging for resend-otp route
• run bodyHtml backfill first in email-backfill cron
• use 'text-center' for button text
• add logging and error handling for sending password reset emails
• update tesseract.js dependency to version 7.0.0

Features

• add attachment field detection functionality
• add attachment field scanner
• add manual override for draining the bodyHtml backfill faster than the hourly schedule
• add prisma:resolve command to manage database migrations

1.175.1 (2026-07-09)

Bug Fixes

• settings: hide tab switcher when only one tab is available (80590ff)

Features

• wire bodyHtml backfill into the email-backfill cron
• migrate inline bodyHtml rows to S3
• add S3 upload + preview helper for InboundEmail bodies
• push bodyHtml to S3 instead of storing inline
• add on-demand full-body fetch route
• add useInboundEmailBody hook, drop bodyHtml from list type
• fetch full body on demand when opening/replying to an email
• stop shipping full bodyHtml with the inbox list
• add emailKeys.body for on-demand body fetch
• add S3-backed email body storage fields

1.173.1 (2026-07-09)

Bug Fixes

• login: show phone-continue label on sign-up tab (00c4387)

Bug Fixes

• update tasks.hook.ts for placeholder data
• don't send login OTP to phone when logging in via email
• keep business dropdown rendered while businesses load
• stop Notices card from opening inline dashboard tab
• update stats card icons
• correct email-only OTP toast copy
• use search prop to filter client names
• update filters popover to render identically across List/Kanban/Matrix views

Features

• use single row header with breathing room

Bug Fixes

• add hooks for viewing emails
• add route to view inbound emails
• add client mail attachment viewer
• add view and download actions to audit log
• update invalidation callback for bulk email sending
• add business-documents.hook to handle file attachments
• add initialValues prop to fill add-mode fields
• add form for creating businesses from emails
• add condition to hide card based on visibility setting
• update Emails module panel
• add task awaiting review button
• add logic to identify and exclude self-recorded business links
• implement email classification logic
• use invalidate.emails to update the list of emails after sending an email
• add logic to detect deadline in email subject/body
• implement use-emails-overview hook
• update emails-analytics.ts
• add "Convert to lead", "Link or create business", "Nudge", and "Reply" buttons in the EmailsPage component
• add create-business-from-email-dialog component
• add functionality to create and link businesses from inbox emails
• add lead conversion button
• adjust date formatting in email page
• handle linking or creating business for emails without a client
• link to an existing business
• remove outdated create-business route
• update attachment viewer dialog implementation
• disable no-unused-expressions for cypress specs (chai false positive)
• update privacy policy and auto-login feature information
• improve inbox fetching and categorization
• add link to existing business dialog
• update notify client flow
• update wording for completion status in onboarding quick sheet
• add toast for no active link when sending client link
• ensure correct behavior for onboarding status check and completion notification
• add SnoozedUntil and ManualCategory fields to InboundEmail
• add analytics query keys
• add email keys
• add views key for email keys
• handle inline content type for attachment downloads
• link every other unlinked email from this exact sender to the same business (issue #859)
• add initial dialog values when opened programmatically

Features

• add logic for handling email updates and new thread counts
• add POST create-business route for emails
• add route to get latest email viewers
• add deadline, follow-up count, and hygiene metrics
• surface sent count, deadline chip, and new hygiene rows
• upload document with optional attachment
• improve sync behavior
• add functionality to find and link contacts for same sender
• implement normalizeSubject and groupEmailsIntoThreads
• exclude firm's own self-record business from every "linked to a client" signal
• normalize subject in emails analytics service
• add GET /api/dashboard/emails-overview route
• add manual category and snooze until columns to inbound email table
• bust inbox + sent lists on email mutation
• add PATCH route for updating inbound email row-level quick actions

1.171.5 (2026-07-08)

Bug Fixes

• leads: isolate email activity type filter from tab switcher (7898c7a)
• leads: sanitize AI-generated email templates before returning them (5c9a9aa)
• leads: sanitize template text before bulk insert, fix zod error message (825f5e4)
• leads: strip control chars from AI-generated email template text (cbcc1e7)

1.171.4 (2026-07-07)

Bug Fixes

• proposals: shorten industry mix subtitle to prevent overflow (155ac85)

1.171.3 (2026-07-07)

Bug Fixes

• navbar: guard mobile sign-out against double-click (62aee5b)

1.171.2 (2026-07-07)

Bug Fixes

• dashboard: cap Needs Attention panel height with scroll (2edf8b9)
• dashboard: remove Tasks across every module subtitle (9d32ff1)

1.171.1 (2026-07-07)

Bug Fixes

• proposals: shrink industry mix card to match recent proposals size (506d281)
• tasks-dashboard: remove upcoming compliance card from Tasks section (acfaa77)

Bug Fixes

• update dependency version for glitchgrab
• add team card to dashboard overview
• add team tab functionality
• update skeleton components
• refactor to use onOpen prop instead of button onClick
• use pickBottomModules to select bottom-nav modules
• update dependencies

Features

• add dashboard-team-card component
• add hasDetailTab to DashboardModuleConfig

Bug Fixes

• update compliance page navigation
• remove compliance-report.hook.ts
• update sidebar navigation items
• add missing compliance dashboard builder
• update business filters to include all industries and default manager dropdown
• remove chart bar increasing icon
• remove redundant code and improve performance
• remove compliance report module
• use consistent component styles and avoid duplicate base elements
• add businessId and dueDate fields to task dialog
• dashboard-shell: add proposals module panel
• update Cypress test for compliance reports
• remove compliance-report layout
• remove legacy loading components
• add missing id field in ProposalsRecentRow
• add new proposals analytics functionality
• add analytics queries for proposals and recent proposals
• add compliance keys to query-keys.ts
• add team department rollup and updated getTeamSummary response
• update team summary API to handle new department rollups
• improve UI for upcoming compliance deadline section
• update dashboard module keys and groups
• add hook for fetching proposals analytics overview

Features

• implement useComplianceDeadlines hook
• add logic for urgent compliance deadlines in dashboard widget
• remove unused Calendar and Wallet icons from module registry
• add route to dashboard for proposals analytics
• use proposalsAnalyticsAll to invalidate queries
• add department rollup calculations

Bug Fixes

• add-bare-mode support for embedding form in a host
• add invoice viewing and sending functionality
• update the token scope validation to include 'LEADS_WRITE'
• hide cancel button - for host embedding this inline with no dialog to cancel out of
• add firm setup link to sidebar if user role is not employee
• add firm setup menu item
• filter out Firm Setup when setup progress is complete
• improve sidebar navigation for firm setup and user roles
• update badge rendering
• add button to contact management
• add margin to dashboard tabs navigation
• dashboard page logic refactor
• remove deleted dashboard-header.tsx file
• update styles to better fit large teams
• update StreakChip component to be used in dashboard panel
• ensure DashboardHeader is not duplicated in dashboard layout
• improve onboarding data hook
• update routes to be listed in footer wrapper
• allow saving dirty state from host
• improve selection and grid layout, add inline picker support
• refactor InputEditorJS component to allow customizing compact toolbar
• add invoice detail retrieval and send functionality
• add InvoiceQuickSheet component to display invoices without the sheet closing abruptly
• add loading state for billing settings tab
• add setup nudge for non-employees
• require setup when opening dashboard for non-employees
• add show converted toggle
• handle drag cancel to reset lead and dragged items
• add logic to create a default template when no templates exist.
• add delete button to email template manager
• update lead dashboard data retrieval
• remove unnecessary header pills
• reorganize module grid layout
• add onboarding setup to navigationToDisable array
• add digital signature image and cover letter options to dashboard server data query
• add field for testimonial count
• update notify client link button
• add professional cover letter and agreement templates
• add section controls for templates, signature, and testimonials
• compare cover letter and agreement against saved values
• improve button styles
• improve section handling for multi-section editor
• use compact toolbar in proposals/new component
• add missing service endpoint to API config
• add signature validation to onboarding step
• handle invoice mutation in invalidate.js
• add invoice keys
• redirect to quick-view sheet
• update firm name and logo styles
• add computeSetupSteps and getSetupProgress functions to handle setup steps
• add missing check for testimonials in setup steps
• add missing optional 'required' property to businesses step
• add business dialog
• add completion rules for each step
• add missing "has" for signature docs
• add support for multiple steps in setup wizard
• fixed min-height so short steps don't look squashed next to tall ones
• remove old version of ProposalTemplateEditor
• remove unnecessary div for welcome step
• update layout for shorter steps
• update save dirty logic
• use ProposalTemplateEditor component for signature docs
• update setup page with new auth and db logic
• add animation effect for streak chip

Features

• implement inline form option
• add website lead capture functionality
• update pill badge to have a wider background
• add onOpenInvoice prop to billing-dashboard-tab.tsx
• add leads module panel
• add sorting by active members
• implement bare import dialog option
• add import functionality for sample departments
• add invoice quick sheet component
• add setup layout for auth and user management
• add lead-board stats functionality
• add route for leads overview analytics
• add brand-placeholder module
• add new fields for real employee count and exclude firm's own business record from onboarding logic
• add dark logo image
• add missing logic to only save fields for sections this instance actually renders
• add save dirty handling
• implement AI-generated cover letter and agreement templates
• replace single scrollable toolbar row with compact toolbar option
• add import compliance types dialog for setup wizard
• add LeadEmailTemplateStep component
• add step for team onboarding
• add saveDirty method to LeadEmailTemplateStep component
• add tour constants for new leads features
• create hook for fetching leads overview data
• add testimonials to onboarding data retrieval
• add welcome features step component

Bug Fixes

• add functionality to handle creating compliance categories
• use new type interface and update form schema
• add showCreateCategory state and dialog to support + Create New Category
• add create category dialog functionality
• add AddComplianceTypeDialog
• add dialog for adding new compliance types
• improve default placeholder文案
• improve error handling and support inline creation
• add logic to open/create new category dropdown
• add create category functionality and update error handling

Features

• add dialog for creating new category

1.167.1 (2026-07-03)

Bug Fixes

• invoices: update total amount calculation (51e696a)

Bug Fixes

• add validation for compliance creation in the dialog

Features

• add validation for uniqueness of compliance item titles
• add defensive filtering to prevent duplicate rows

Bug Fixes

• remove preview-employees route
• remove View as Admin/Manager preview control
• drop canPreviewRoles prop from DashboardShell
• remove unused previewEmployees query key
• remove role-preview-bar component

Features

• remove preview-roles file
• remove unused hook

Features

• implement test business profile slug setting and cleanup.
• add client for generating Gemini AI responses
• add @google/genai dependency
• update client token logic

Bug Fixes

• seed/reassign fk rows for admin.employee-delete regression.
• reuses existing client token on resend attempt
• block deleting proposals and businesses whose proposal has already been sent to the client
• update proposal drafts sheet on mobile
• update user reassignment logic to reflect super admin wiping owner's authorship
• update prompt generation method for Gemini
• block deletion if a proposal is sent to the client
• update route for deleting employees
• use existing client token if available
• block deletion of businesses with sent proposals
• seed proposal approval otp with normalized phone
• add NEXT_GEMINI_API_KEY environment variable
• use gemini_ai for AI tasks
• update service to use gemini_ai instead of kimi_ai
• update gemini_ai dependency
• use gemini_ai instead of kimi_ai for content generation
• update Gemini API key generation
• remove old Moonshot implementation
• handle dismissal of dual-session dialog gracefully
• add status check for delete button
• update the business logo display in proposal view
• add null coalesce operator to handle undefined showTestimonialsInProposals field
• add missing optional property in businessLogo to ensure it is not null
• reject/cancel sending of deleted proposal
• restrict deletion of firm owner's account from employees/[employeeId]/route.ts
• update signature section to display organization name
• update delete button visibility based on user role
• add follow-up and notice creation for FK fixtures

Bug Fixes

• update KIMI AI generation implementation for blog meta
• update admin context builder to use AI prompts
• use kimi_ai instead of gemini_ai
• replace route slug with DNS label constraint
• add hover tooltip for sidebar actions
• update menu button icon
• update headline and metrics for emails dashboard
• update @google/generative-ai dependency to v0.25.1
• add calculation for due 8-30 days
• remove unnecessary dashboard-summary.tsx file
• delete a User and every record that RESTRICTS on that user's id
• update email recipient list and handle CC field
• update prompt to use kimi for generating content
• update fallback model to use gemini-2.5-flash
• improve gemini_ai service implementation
• use kimi_ai for generating email templates
• use kimi_ai instead of gemini for generating blog content
• update index watching logic
• add missing OpenAI initialization
• initialize sidebar based on cookie value
• improve lead conversion metrics display
• improve loading state and empty state messages
• add compliance matrix route
• remove orphaned Employee users
• add team member busy status in dashboard-team-card.tsx
• improve tab strip UX
• remove unnecessary DOT mappings
• update style for group badge and action strip
• update login flow with CAPTCHA check
• update dependencies
• handle pending-only proposals in pipeline value calculation
• use dashboard and matrix scopes
• update reimbursement data calculation
• safely delete Employee and associated data
• add SEVERITY_DOT record for Tailwind classes
• add sidebar trigger button
• add scope filter dropdown
• add scope parameter to fetch tasks endpoint
• improve visibility based on user scope
• update task filtering logic
• update in-progress dashboard to count only ready-to-convert and stalled onboardings
• toggle collapsible dashboard to default collapsed
• use onOpenTeam event handler to handle team card click

Features

• add module card grid with priorities action feed
• add password field to sign-in form
• component:role-preview-bar: add eye icon to 'View as' dropdown
• improve header layout
• update dashboard route for new scope toggle
• use kimi_ai for generating text
• add moonshot AI library for generating content
• remove orphaned user accounts
• add task scope handling

1.163.2 (2026-07-02)

Bug Fixes

• invoices: slim total row and remove signature divider bar (bdeee67)

1.163.1 (2026-07-02)

Bug Fixes

• invoice: remove top/bottom brand color bars from print view (7c5eb47)
• invoices: remove blue top/bottom bars from invoice view (5b1ec1a)
• services: show selected duration in add-service dropdown (1757db0)
• services: show selected duration in edit-service dropdown (56f80bb)

Bug Fixes

• add Delete Proposal dialog button
• update workflow creation audit log
• update route to handle audit log for blog tags
• update subscription deletion audit log
• update audit log when changing firm module access status
• update API token creation logic and logging
• update audit-log for delete API token request
• api/admin/announcements/[id]/route.ts: add audit logging for announcement updates and deletions
• api/admin/feedback/[id]: add audit log for updating user feedback
• api/admin/users/[id]/route.ts: update audit log for business update
• update delete route to log audit
• update delete message logic
• update WhatsApp message read logic and audit log
• api/admin/workflow-steps/[id]/route.ts: improve audit logging
• update audit log after updating business brochure
• add user ID check for employee access
• api/businesses/[business_id]/categories/route.ts: update audit log for business category updates
• api/businesses/[business_id]/route.ts: add logging for audit trail
• add support for fetching firm owner's details
• resolve firm owner's business for notifications
• correctly fetch firm owner's business
• handle firm scope differences when sending lead follow-up notifications
• add business details to GET request response
• add businessId and businessName fields to ProposalSettingsResponse
• update delete proposal logic to handle businessId
• fetch business via the firm owner's own business
• add useMyBusinessSettings hook
• remove delete restrictions on assigned tasks and reimbursements to allow deleting the employee
• resolve firm owner's business for EMPLOYEE/ADMINISTRATOR team
• resolve ownBusiness on Invoice creation
• update account selection logic
• update billing-settings route to log audit event
• update response log for new audit log service
• update route to add audit log entry for blog creation
• app/api/admin/users/[id]/route.ts: delete user with many businesses/logs
• app/api/businesses/[business_id]/communications/route.ts: update logAudit to include after field
• update route for firm owner's business
• update businessId for ProposalTemplateEditor
• update onboarding service to use firm owner ID
• update testimonial API handler to resolve firm owner and ensure business ID is valid
• apps/web/app/dashboard/businesses/[business_id]/_components/compliance-toggle-list.tsx: update org email logic to use my business settings
• update prop types to include businessId
• update reminder gap logic
• add business settings check and setup prompt
• update image cropper configuration
• use static icon next to toggle
• add logging for client compliance relation audits
• resolve firm business based on createdBy user
• update dashboard server data retrieval to fetch firm owner ID
• update manifest.json to improve description
• update crop functionality to improve user experience
• improve action button insertion logic
• update index watching logic
• update login flow to include CAPTCHA check
• update popup title to Practice Automation Suite
• update to fetch firm business name
• bust business detail proposals tab on proposal invalidate
• add mySettings query key
• update firm scope for lead email templates
• update index watching logic
• add create reimbursement category dialog
• update test email dialog to use proposal settings
• use session from auth to get business name
• resolve firm business for invoices

Features

• enable digital signing switch must not render stray icon regardless of toggle state
• update proposal settings test for employee access
• add audit log for creating announcements
• api/admin/blog/[id]/route.ts: add log audit to update/delete blog posts
• update workflow step creation to include audit log
• api/admin/workflows/[id]/route.ts: update index watching logic and add audit logging
• api/businesses/[business_id]/documents: add logging for onboarding document operations
• update route logic to use audit log for tracking changes
• update audit logging for employees
• add bulk create functionality for lead email templates
• enable firm module and cleanup test reimbursements
• app/api/businesses/[business_id]/send-email/route.ts: refactor index watching logic for VS Code staging trigger auto-commit
• Add create category functionality
• add getFirmOwnerId to resolve firm owner's business name in generate-content route

Bug Fixes

• add resolve feedback button
• update admin feedback API methods
• improve feedback notification delivery to include user and business details
• add WA templates and admin feedback alert
• add "Add Services" link when no services are added yet
• add emptyOptionsAction prop to InputField component
• update empty options action link
• fix COMPLIANCE task owner id mismatch
• update notice fetching logic
• update command list to include "Create a category" for new compliance types
• update compliance types data check
• firm/[slug]/page.tsx: remove unused placeholder from cover letter
• footer-wrapper: handle firm subdomain correctly
• update index watching logic
• update indexing logic for firm subdomains
• add empty options action for service selection
• skip local fetch+inline preprocessing for directUrl pages
• invalidate admin feedback and tasks when new or modified records are detected
• improve firm subdomain logic
• add feedback and admin feedback whatsapp template types
• update feedback types
• update admin feedback keys
• add missing error message in loading task state
• update cron jobs
• add functionality to create and cleanup test onboarding with link
• update link condition for active users
• update compliance task owner ID check
• add feedback rating label mapping
• implement feedback request and admin feedback alert functionalities
• add feedback and admin feedback templates
• update feedback request cron

Features

• add admin onboarding notify visibility test
• api/admin/feedback/[id]/route.ts: update feedback resolution logic
• add pagination for feedback list
• update index watching logic
• add feedback button reply handler
• add userfeedback_resolved column and backfill to resolve existing feedback

1.161.3 (2026-07-01)

Bug Fixes

• leads: correct client profile route from business to businesses (fe273f0)

1.161.2 (2026-06-30)

Bug Fixes

• api/editor/ai/route.ts: add fallback AI response for service unavailable/error scenarios (4390f53)
• app/api/cron/email-backfill/route.ts: update attachment emails per account to 500 (2a0ddb2)
• apps/web: repair emails synced via Microsoft Graph while the $select bug was active (a674191)
• apps/web: update glitchgrab version to 1.23.1 (aeee568)
• emails: update email attachment count in inbox list (b1dc627)
• gai-watch: update index watching logic (e8a4608)
• lib/gemini_ai: add fallback model for gemini-ai (2c5d284)

1.161.1 (2026-06-30)

Bug Fixes

• microsoft-graph: update attachment fetching logic (7a5a844)

Bug Fixes

• add support for admin submitting reimbursement requests for themselves
• update attachment email batch size
• app/api/reimbursements/[reimbursementId]/route.ts: update index watching logic
• enhance KPI styles for better readability
• update index watching logic
• update compliance report url
• add id to the emails list for links
• update email management section to include reload button
• improve handling of nested inline attachments
• handle email selection improvement
• improve business and contact links in email preview and selection UI
• update email list loading indicators
• add invoice id to invoices dashboard list
• handle auto-opening of specific leads based on URL queryParams
• update lead derived from query param for sheet open
• add id field to leads builder
• handle admin roles in auth options
• add logic to resolve business link based on email or orgEmail
• update module card link on click
• add metrics for pending, manager approved, paid reimbursements
• add link to task details for overdue and due-today tasks

Features

• add conditional rendering for AddReimbursementDialog based on isAdmin and empContext

1.160.1 (2026-06-30)

Bug Fixes

• dashboard: link proposal attention items to detail page instead of list (61b8192)
• proposals: add send email (Notify Client) icon and mobile dropdown item (e7bc9bb)

Bug Fixes

• update label and value formatting
• update service selection UI and improve readability
• update UI to display service package details
• improve index watching visualization
• add category selection dialog for new services
• add force-dynamic to prevent build-time Prisma call
• verify business belongs to user's firm
• app/api/leads/[id]: update leads template logic
• app/dashboard/businesses/[business_id]/_components/compliance-toggle-list.tsx: update compliance status to reflect business status and add event listener for toggle button click
• add description field to service selection custom UI
• update logic to handle no category selection
• add compactToolbar prop to AddServicePackageDialog.tsx
• add description editor to edit service package dialog
• enable testimonial inclusion in proposals
• update add-service-package-dialog style
• update add-service-package-dialog to include info box
• update add-service-package-dialog to use Sheet component
• update description box appearance and improve readability
• update dialog styling
• update form layout
• update service package dialog loading visualization
• handle camera button click for switching to gallery
• remove unused code
• add financial summary and client savings details
• handle camera permission check and display improved error message
• improve permission handling for camera access
• update to remove unused link and underline features
• add growToFit prop to enable auto-staging of modified files in VS Code
• update index watching logic for VS Code staging triggers auto-commit
• guard generateStaticParams against missing DB at build time
• add force-dynamic to prevent build-time Prisma call
• add summary stats, inactive/completed tasks
• update add and update contact logic for business selection
• handle edge case where index watching logic is disabled
• improve scrolling behavior for large lists
• improve service selection UI
• refactor layout for better responsiveness and accessibility
• update billing information and client savings visualization
• update edit service package dialog for improved VS Code integration and better layout.
• update index watching logic
• update index watching logic
• update edit-service-package-dialog to use compact-toolbar
• update index watching logic
• update index watching logic
• update service selection logic
• watch submodule indices so VS Code staging triggers auto-commit
• add API call for email automation start/stop
• lazy-initialize Razorpay client to avoid build-time crash
• refactor styling and layout for better usability
• update vertical scroll container size to prevent overflow
• update list of services for add service package dialog
• update input field for service package dialog
• update info box content for service bundling helps simplify billing and increases client retention
• improve service package dialog loading display
• update financial summary section to provide clarity on value analysis calculations
• add service package dialog price display

Features

• update billing cycle labels
• add service package price to dialog
• use min-width-0 to prevent horizontal scrollbars on editor toolbar
• add accordion button for controlling test testimonial visibility
• update EditServicePackageDialog to include price and savings columns
• implement testimonials filtering
• add testimonials feature

Bug Fixes

• add missing category check and message
• add support for business and contact fields in emails inbox route
• update href for 'Team' dashboard tab
• add business and contact information to emails.hook.ts
• app/api/proposals/[id]/send-signed-pdf/send-signed-pdf.hook.ts: add new hook for sending signed PDFs
• add SendSignedPdfMenuItem for approved proposals
• add filter functionality for inbox and sent emails
• collapse email body to preview strip when compose is open
• add health snapshot and member cards
• add overflow-y-auto to emails page
• adjust InputEditorJS to expand height based on content
• update logic to show business or contact name
• update index watching logic
• improve toolbar buttons and styling
• update input field editor JS component
• update search logic and error message
• add InboundEmailRow component
• add inbound email tracking in route.ts
• implement team dashboard panel with workload and performance per member
• add category creation warning for empty compliance types
• embed inline cid: images as base64 data URIs in HTML
• replace non-null assertions with nullish coalescing for email field
• update footer styling to include sticky bottom edge
• update footer styling to match layout and improve usability
• group inbound emails by (userId, matchEmail) and bulk-update business links
• improve attachment extraction logic
• link to business/contact by matching sender (inbox) or recipient (sent)
• update email sync routine with new business-link backfill feature
• update Select filter for truncation
• update email headers and compose UI
• update version bump logic
• update index watching logic
• extract and update attachments based on message HTML
• remove unused export from GraphAttachment interface
• fetch graph attachments to handle both files and inline images
• reset attachmentsSynced for emails with unresolved cid references
• add send signed pdf action
• add route to send signed PDF for approved proposals
• add sendSignedPdfMutation to useMemo dependency array
• handle trial expiration and abandonment scenarios in subscription gate
• update breadcrumb link to include query parameter
• update search input and filter component in emails page

Features

• add contact picker dropdown for recipient
• add business and contact fields to inbound email table
• propsals/[id]/page.tsx: add button to send signed PDF

1.158.2 (2026-06-29)

Bug Fixes

• proposals: improve empty state when no services exist (c569b27)

1.158.1 (2026-06-29)

Bug Fixes

• services/packages: show empty-state hint when no categories exist in add-package dialog (c8dc712)
• services/packages: show empty-state hint when no categories exist in edit-package dialog (826dfa1)

Bug Fixes

• add pendingAgeing bucket data in TaskDashboardData and update API logic
• update age bucket logic
• add generate link functionality
• update dashboard-shell for tasks module
• add error logging for sending OTP to local network users
• add group styling and badge for department identity
• update badge color and styling
• flatten modules into one continuous, group-ordered list
• onboarding/[id]/generate-link/route.ts: add support for client token regeneration and validation
• add popover for filter selection
• update task list view to use list view mode
• add pending ageing card

Features

• add tasks module panel component

1.157.2 (2026-06-29)

Bug Fixes

• blog: harden AI metadata generation against safety-blocks and malformed JSON (5e544df)

1.157.1 (2026-06-12)

Bug Fixes

• heartbeat: earn streak freeze at 6-day milestone instead of 7 (d91842a)
• streak: change weekly cycle to Mon-Sat (6 days), reward on Sunday (9c41bcf)

Bug Fixes

• add support for firm owner businesses
• add missing aggregation field
• add canViewTeam prop to DashboardShell for team preview
• update email page height
• update default props for showTeamWorkload
• apps/web/app/dashboard/team/[employeeId]/_components/employee-tasks-tab.tsx: add new employee tasks tab component
• fix width calculation for viewport
• transition properties for navigation menu viewport
• update sitemap configuration for new features
• grow the email editor to fill all available height
• add avatar utilities and status helpers
• add overview hook
• remove view employee dialog implementation
• add feature pages navigation
• update index watching logic
• add pages for every feature
• add team tab content for the dashboard
• add dashboard team card and open team button for admin users
• add team tab for module dashboard
• refactor the dashboard tabs and team panel
• improve main-nav component and mega menu
• update main-nav item styles
• update business creation for employee-owned businesses to reflect the correct owner
• add new keys for employees (Team)
• add missing employee settings component
• add related features section
• team/dashboard/team/[employeeId]/page.tsx: add new team member page
• add team management page

Features

• add team intelligence dashboard widget
• api/employees/[employeeId]/overview/route.ts: add employee overview route for team detail page
• add "Notices", "Tasks", and "Emails" to navigation items
• app/dashboard/team/[employeeId]/_components/employee-clients-tab: add employee clients tab component
• add slug to features list and improve UI
• add mega categories and integrations
• add employee header card component

Features

• add module card component
• improve module-card visual treatment
• add route for previewing employee dashboard modules
• update manual sync with attachment support
• remove leaderboard hook
• remove leads overview hook
• add dashboard priorities component
• add email attachment extraction and storage functionality
• add buildComplianceDashboard function
• add dashboard builder for onboarding state monitoring
• Add functions to resolve firm-specific permissions and dashboard module visibility
• add preview roles and module sets
• update type definition for PreviewRole
• add buildNoticesDashboard function
• add EmailAttachment table and related fields
• add severity function and constants
• add mailparser dependency

Bug Fixes

• remove empty card component
• add closing </div> for <RenewProposalDialog /> in ExpiredProposalsView.jsx
• remove deleted file
• add new route for module overview
• update logic to handle date range filters
• remove compliance-deadlines.hook.ts
• remove revenue pipeline hook
• update emails hook to include attachments
• update email backfill logic to include attachment processing
• add support for attachments in inbox route
• add attachment download route
• update email attachment handling
• remove expired proposal data
• remove leads-overview route to simplify structure
• add module-detail-view component and improve UX
• add module-dashboard hooks
• add role preview bar component
• add role preview condition to dashboard shell
• update DashboardOverview component to handle no dashboard modules scenario
• update date range logic
• improve input editor auto-commit functionality
• delete proposals overview hook
• use Lucide React components for attachments, improve attachment display
• add DashboardShell component to render dashboard modules
• add proposal dashboard builders
• add color fill to badge for checked state
• component:dashboard/_components/module-dashboard/health: add health badge component
• resolve preview target based on owner or teammate role
• update to reflect the new PREVIEW_ROLE_MODULES and PREVIEW_ROLE_LABELS configurations
• use teammate preview roles in dashboard shell
• update role-preview-bar doc
• update bulk email dialog styling and functionality
• update email attachment handling logic
• add emails dashboard builder
• remove expired proposal component
• update index watching logic
• add invoices dashboard logic
• remove deleted KpiCards component
• add lead dashboard functionality
• update leads-by-stage component to remove unused functionality and refactor the code for better readability and maintainability
• remove dead code and improve loading state
• update chart data and logic
• add dashboard module builders for each employee module
• remove preview role logic for deleted file
• add attachment backfill logic
• add preview-employees dashboard key
• improve tour navigation
• update attachment handling
• add cross-module "Priorities" action feed on the right side
• add dashboard summary component to dashboard page
• add dashboard tabs component
• add dashboard-shell component
• add DashboardOverview component
• add health badge, needs-attention items grouping
• add module-meta component to support employee modules
• add optional right slot for control in tab strip
• cache data on error to improve loading time
• hide scrollbar for tab content
• improve module card visualizations and health treatment
• improve view as role handling
• render KPI tiles dynamically
• update attention row rendering
• update attachmentsSynced index
• update chart data and styling
• add new dashboard builder for reimbursements
• improve owner-only "View as" dropdown for tab row
• handle fetching object buffer from S3
• update SEVERITY_TEXT object to match updated SEVERITY_DOT object
• remove outdated file
• remove task-kpi-cards component
• add buildTasksDashboard function to calculate and display dashboard signals for the TASKS module
• add unified module dashboard data contract
• add client-side API endpoint for fetching preview employees
• add moduleOverview key for dashboard module

1.155.1 (2026-06-11)

Bug Fixes

• support: show toast on report submit instead of navigating to support tab (b5ee1bf)

Bug Fixes

• update fetch for fetching all users
• add avatar generation and store to registration route
• add ownerId for EMPLOYEE role employees
• update avatar generation logic to handle errors
• add avatar generation functionality
• throw on failure and update user with the generated avatar
• update professional avatar component
• update professional avatar rendering

Features

• handle error while generating and storing avatar
• add avatar generation and storage
• implement backfill avatars feature

1.154.1 (2026-06-10)

Bug Fixes

• proposals: log approval emails to EmailLog for Communication tab visibility (ffd47ad)

Bug Fixes

• add cron for incremental email sync
• update email data polling interval and on focus behavior
• app/api/tasks/[id]/communications/route: improve email logging by adding employee context retrieval and handling optional source email information
• update task communications to include source type and ID
• add reply, reply all, and forward buttons to the emails page
• update email content display
• update email quoting logic to include quoted HTML content
• update task detail panel to include source email if available
• use cn for class names
• add cron jobs for email backfill and sync
• update cron jobs
• add Gmail-style field rows and editor
• update email compose form to use new component
• update email composition form
• update height transition in compose email dialog
• update state to default on open
• add minimize/maximize functionality to the compose email dialog
• add quoted message collapsible component
• update chip input and form components for better usability
• update inline compose form to support multiple email fields
• remove old email-sync route
• add automatic inbox sync
• add avatar and additional email details for inbox and sent emails
• sync active email accounts on page open
• update email list display for better user experience
• update index watching logic
• watch submodule indices so VS Code staging triggers auto-commit
• update assignee filter logic

Features

• add support for source type and ID in tasks
• add email task extraction route
• improve email viewing experience
• add quotedHtml prop to EmailComposeForm
• add email compose form component
• add create task dialog from email button

Bug Fixes

• add useAssignHierarchy hook
• create user and send invitation
• add full-mailbox backfill cron
• add authType field to email accounts response
• update email count and backfill completion logic
• update to display 'Invitations' instead of 'Pending Invitations'
• update index watching logic
• add Microsoft Graph OAuth helper
• update cron jobs
• add OAuth support for Microsoft 365
• add manual sync button for email accounts
• add backfill complete indicator to email accounts section
• update department data and report-to lookup
• update initials and names in employee settings component
• add assign dropdowns for partners and managers
• replace non-null assertions with safe get-or-set pattern
• update org hierarchy rendering logic
• update schema to support email authentication types and OAuth tokens
• add routes and OAuth endpoints for email account OAuth integration
• add client filter for tasks-dashboard.tsx
• add filter for assignee and client
• ensure client filter defaults to "ALL"
• update list type filter handling
• update list view type filter logic
• update type and client filters to use the updated states
• use selected employee in dropdown options
• watch submodule indices for VS Code staging triggers auto-commit
• update dashboard view to include navigation onClick for each KPI item
• merge origin/main — keep assignee/client URL filters, drop ListView local clientFilter
• resolve merge conflict — keep assignee/client filters + listTypeFilter from main
• update Microsoft Graph send logic to fetch a fresh access token

Features

• implement OAuth Microsoft Graph accounts sync
• add route for starting Microsoft mailbox OAuth flow
• add Microsoft OAuth callback logic
• add Microsoft OAuth callback handling
• add email folder sync migration
• fetch messages from Microsoft Graph
• add full-mailbox sync engine

Features

• make KPI and type stat cards clickable to filter list view
• wire navigate handler and lift typeFilter to URL state

1.151.2 (2026-06-09)

Bug Fixes

• changelog: strip file-path scopes from release notes (c338c73)

1.151.1 (2026-06-08)

Bug Fixes

• support: disable reply form on closed tickets (433b0bb)

Bug Fixes

• update index watching logic to handle streak freezes and consecutive days
• add support for WhatsApp streak at risk and lost messages
• add streak leaderboard component
• add animations to chip header
• add more enum values to WhatsAppTemplateType and add streakFreezes column to User table
• add cron jobs for compliance task creator and streak alert
• add fields for user streaks
• add streak-related fields to schema
• update user statistics, add streak tracking
• fix activity heartbeat logic to send data to server and toast "lost your streak" message
• update to fetch more detailed streak info
• add 'leaderboard' to streak keys
• add streak and current keys
• add daily-activity streak chip for dashboard page header
• add streak chip to dashboard header
• add Streak-saver freezes
• add streak leaderboard component
• add hook for fetching leaderboard data
• add templates for streak notifications
• add types for streak nudges
• update template types

Features

• add support for Indian Standard Time (IST) and improve streak tracking
• add daily IST-morning job to handle user streaks
• add GET handler for getting streak leader board
• Add floating body, raised arms, and pulsing aura in FlameMascot component

Bug Fixes

• update api tasks endpoint
• add meta chips and primary action
• Add blocked banner and description to task detail panel
• update task list and filter logic for better user experience
• update task status dropdown to include new options
• update lead kpi card logic for performance and bug fixes
• update task keys to include dashboard and lists
• add TaskKpiCards component
• add type and client filters to ListView
• update index watching logic to use VS Code staging triggers
• add task priority components

Features

• Add tasks dashboard route
• display task KPIs if the TASKS module is enabled

Bug Fixes

• update subscriptions to avoid unnecessary re-renders
• add task detail panel to step-complete component
• ensure at least one allowed module has a permission above NO Access
• add handling for creating compliance relations and tasks, sending WhatsApp completion notification
• update service proposal serviceCompliance logic
• update compliance ids array to allow for multiple compliance types
• app/api/services/[serviceId]/route.ts: update route handler to handle service compliances and milestones in a transaction
• update service compliance count calculation
• update tab component to use new layout and styling
• add brand wordmark lockup and animation
• update error svg size
• apps/web/app/api/onboarding/[id]/route.ts: update serviceCompliances with nested structure
• apps/web/app/dashboard/onboarding/[id]/_components/step-complete.tsx: add skeleton for compliance tasks
• auto-adjust module permissions: admin gets full access to all modules
• add serviceCompliance model
• update glitchgrab version
• update glitchgrab dependency version
• auto-fill enabled compliances from proposal services
• add status indicators for saving and error states
• update form watch logic
• use Checkbox component instead of manually styling div for a check mark in the edit service dialog panel
• add SheetTitle for accessibility on sent and inbox detail sheets
• update access control logic
• add service compliance count to service list
• update index watching logic
• improve dialog content wrapping to prevent hydration errors
• update serviceCompliances for better error handling
• add service compliance model
• update prop types for step complete widget
• update route creation and filtering with service compliances
• update suggested compliance IDs based on service and proposal details

Performance Improvements

• memoize allCompliances to stabilize useMemo deps

Features

• api/employees/[employeeId]/route.ts: add demotion logic to enforce employee-allowed modules
• add service compliance selection
• add compliance count service cell
• implement auto-save feature
• allow all module access for EMPLOYEE role

1.148.1 (2026-06-06)

Bug Fixes

• employees: add TASKS to EMPLOYEE_ALLOWED_MODULES in edit-employee-dialog (3ce9461)

Bug Fixes

• remove admin coupons table component
• remove admin coupons page
• remove deleted route file
• remove unused code
• handle subscription notes for coupon redemption tracking
• remove dead code
• remove unused coupon-related hooks and files
• update navigation items for new features
• remove deleted file and update form schema
• remove the route for validating coupons
• update review item references
• update billing content component to handle new coupon logic
• remove deleted coupon test file
• remove coupon cleanup tasks after coupon feature removal
• remove unused code
• remove abandoned subscription offer creation functions
• bust admin coupon list + detail
• remove unused CYCLE_AMOUNT_PAISE export
• add validation for Razorpay offer and coupon before external calls
• add missing query keys for coupons and admin module configuration

Features

• add optional coupon code to subscription creation
• app/api/admin/coupons/[id]/route.ts: remove unused delete function
• remove unused coupon tables and enums
• update coupon model to include maxRedemptions field

1.147.1 (2026-06-06)

Bug Fixes

• api/businesses/route.ts: update logic to require creating businesses under the admin's account (a46b2cc)
• api/contacts: prevent duplicate contacts within the same business (ea25d98)
• api/leads/[id]/convert/route.ts: add employeeContext check for update lead by employee (76d5dc1)
• contacts: improve error handling for contact operations (f17d5c2)
• linkedin: update index watching logic (0133b5b)
• recent-proposals: update column widths and heights to match design expectations (226d698)

Bug Fixes

• update index watching logic
• handle Razorpay error response as plain object
• add WA Task Comment Mention template
• handle multiple recipients in emails route
• add task communication hooks
• update module list to include emails
• update task communications logic
• update module key for emails sidebar item
• add geo and openingHoursSpecification to about page data
• add LinkedIn profile link to team members
• update AI response logic to include service and package details in titles
• app/api/tasks/[id]/comments/route.ts: process @mentions asynchronously for notification enhancement
• add task status color and label dictionaries
• fix employee combobox data retrieval and display
• refactor comment input area
• update phone number for customer service
• update index watching logic
• update telephone number for customer service
• improve blog index display
• update phone number
• derive active task ID from either clicked task or URL param
• add initial page structure
• add monthly traffic tracking for /team/shekhar-maske
• add comment mention task notification type
• add support for blog category pages
• update cron jobs
• update category filtering logic
• add category slug field to BlogPost object
• blog/[slug]/page: update author profile links to remove "https://www.practicestacks.in"
• blog/[slug]: add author profile links to blog posts
• add methods for blog tags, posts by tag, and redirect database queries
• competitor:vs/competitors.ts: update index watching logic
• add supervisor selection option
• improve employee combobox functionality
• update form and layout to support recurring tasks
• replace non-null assertion with safe cast for executorId
• update OPEN_STATUSES from TODO to PENDING in task digest
• add employee combobox component
• remove export from BlogTag interface — unused externally
• add email module to MODULE_REGISTRY
• add Open Graph image component
• prisma: add taskId to email and whatsapp logs: create task column for migration
• add email module to employee module
• add task relation to whatsapp logs
• add task communications query key
• update WhatsApp route comments
• improve status badge picker component for tasks dashboard
• add and update statuses in the tasks dashboard component
• update task status bar colors
• update task status icons and avatar backgrounds
• update avatar colors to be dynamic
• use skyblue for medium priority
• add mention-highlight wrapper and transparent text for comment input
• add StatusBadgePicker component to task-detail-panel.tsx
• adjust tab list width for task-detail-panel.tsx
• enhance task detail panel component
• filter contacts without email, remove non-null assertion on c.email
• update default status and zod enum from TODO to PENDING
• update employee combobox to display none option
• update stats groupBy check from TODO to PENDING
• update status options to include Sky for medium severity
• update status/priority config for task-detail-panel.tsx
• update task detail panel UI to include AI generation and instructions
• web/[location]: update location page content
• add geo data to contact page

Features

• add route for fetching task communications
• update types for task comment mentions
• update URLs and scheduled dates for new VS project categories
• blog/category/[tag]/page.tsx: add blog category page with Breadcrumb, Header, and Blog List
• update task status colors and labels TODO -> PENDING
• update location of blog posts in sitemap
• add TaskNotificationType COMMENT_MENTION
• migration to rename TaskStatus TODO -> PENDING
• rename TaskStatus TODO to PENDING in schema
• replace stat tiles with Pending/In Progress/Overdue/Done filters
• update status labels and select item TODO -> PENDING
• implement task_comment_mention service method

Features

• add ignoreBinaries to next config
• add notice fetching buttons
• add tasks table component

Bug Fixes

• fix index watching for tasks
• update index watching logic to handle count loading status
• remove unpublished blog posts from script
• add task list tab if tasks module is enabled
• update task badge logic and loading indicator
• remove obsolete subscription migration script
• remove notify-gst-pricing-change script
• add notice fetch label and buttons
• update notice fetching logic
• hide tasks tab until session resolves
• add pulsing skeleton for tab count loading
• remove plan creation and .env updates

Features

• api/admin/modules/[userId]/route.ts: watch submodule indices so VS Code staging triggers auto-commit
• add config lookup for all modules and handle nulls
• add CredentialsTab component for managing portal credentials

Bug Fixes

• enable admin routes for user [userId]
• api/admin/modules/[userId]/route.ts: update index watching logic
• disable defaultEnabled in route module config for new modules
• update portal credential handling
• add default business id as prop for dialog
• update module status to disabled
• remove unused state variable view
• update page components to include credentials tab
• seed_tasks_module_config
• add portal credential relation
• add missing column and foreign key for portal credential link to onboarding registration
• fetch credential for portal notice sources
• update default enabled logic
• add compliance date handling support

Bug Fixes

• update employee-level and compliance type selectors
• update executor data for compliance officer
• add welcome email functionality
• update employee invitation creation and welcome emails
• update employee level in departments/[departmentId]/route.ts
• update employee level information in route
• update invitation acceptance logic to include member role
• update route logic to use executor's position
• update employee creation logic
• update lead sheet component to display user name and position
• update logic to watch submodule indices for VS Code staging
• enhance status badges in dashboard
• add employee welcome email for new user added by firm
• update employee invitation email message
• update badge labels for member roles
• update employee settings UI to use new components and improve user experience
• update search query logic
• add departmentId field to employee edit form
• update member role based on user role
• add firm-done-section component to dashboard
• update member role label for invitation page
• add firm done steps to OnboardingQuickSheet
• add registration done section
• add status cell for OnboardingRow
• replace img with next/image, remove non-null assertions
• update model structure for employee role and position
• display member role instead of position
• handle option changes
• update status badge picker with new design and functionality
• update onboarding step completion flow
• add update onboarding logic to step-documents component
• update employee creation logic

Features

• add profileImage field to POST request
• update employees hook to include profile image
• update executor details in response to monthly compliance reminder route
• add employee level to GET request
• add status badge picker component
• fix manager and reporting partner selection for associate and manager roles
• add role checking to display user level in dialog
• add org hierarchy component
• Add Firm Done Section to Step Team component
• add reusable StatusBadgePicker component for inline status editing
• add department and reporting partner selection to add-employee-dialog.tsx

Bug Fixes

• update index watching logic

Features

• update glitchgrab package version

Bug Fixes

• add createdByActual to create proposal endpoint
• show firm owner's name in proposals table
• add createdByActual field to proposals route
• add employee avatar and update logic
• add change creator popover for proposals
• handle change creator popover interaction
• add createdByActualId column and foreign key constraint
• update proposal owner and actual creator relations
• add functionality to show change creator popover in firm owner mode
• display creator's name correctly with actual and fallback values
• update initial and full name for user pens
• add user pen icon to proposals table component

Features

• api/proposals/[id]/creator/route.ts: add support for changing the proposal creator
• web/api/proposals/business/[business_id]/route.ts: add createdByActual and packages fields to the GET response

Bug Fixes

• update route schema to include new fields
• update business settings fetching logic to accommodate employee role and inherit business settings from employer's business
• prevent editing approved non-internal proposals
• update route for additional fields
• upgrade approved-proposal emails to use wrapEmail with firm branding
• add admin, manager, and partner notifications for reimbursement submission
• handle reportingPartnerId in POST request for employees
• update reimbursements hook to handle create and update operations
• improve index watching logic
• add Manager_APPROVED and PAID statuses to reimbursement route
• update email page logic to handle new subscription status
• add reporting partner selection for EMPLOYEE role
• update index watching logic
• update reimbursement dashboard logic
• add missing reporting partner selection for ASSOCIATE and MANAGER
• add MarkOnboardedMenuItem to manage client onboardment status
• add section progress toggles and update logic
• update onboarding section progress, add updateOnboarding mutation
• show edit and delete buttons for pending proposals
• update queue row count display
• delete unused useCreateReimbursement and CreateReimbursementData
• remove unused export from useCreateReimbursement
• update logic to include firm marked documents done externally

Features

• add proposal_approved_firm and proposal_approved_client email test cases
• register approved-proposal email templates in tester UI
• add registration, doc, compl, inv status to onboarding data
• update reimbursement statuses
• add reportingPartnerId field to employees route
• update reimbursement route logic to include client access and filtering
• add logic to notify stakeholders
• add created-by column
• add columns to onboarding table
• add new ReimbursementStatus values and employee reportingPartnerId field
• add update reimbursement status dialog with new action types

Bug Fixes

• add hooks for admin modules
• add logic to watch submodule indices for VS Code staging triggers auto-commit
• add module access navigation item
• add component and logic for module access control
• add GET and PATCH routes for employee modules
• create tasks for all ClientComplianceRelation rows with executors but no linked taskId
• add FirmOverridesTable component
• add success toast upon updating module default
• update module config status to handle defaultEnabled field
• add category assignment functionality to businesses
• update category hook implementation
• watch submodule indices so VS Code staging triggers auto-commit
• log digest notification to TaskNotificationLog
• update bulk email hook to handle index watching logic
• add access checks to notices route
• add role and user context checks
• add module access check before updating reimbursement category
• update index watching logic
• api/tasks/[id]/route.ts: add task update and deletion handlers
• update due date filtering logic and add compliance relation statistics
• add optional null check for owner id in route.ts
• add support for optional ownerId in getTaskWithAuth
• update TaskWithRelations type to include complianceRelation and stats
• add employee level to access checks
• update audit log route to validate userId param and add team members
• update employee module permissions to include tasks
• update reimbursement-categories route to include module access check
• update role and level logic for employees
• update task API for new fields
• update task API response type for comments and attachments
• update task notification and recurring logic
• add module key to navigation items
• add tasks and emails navigation entries
• app/api/businesses/[business_id]/compliance/route.ts: improve task creation logic based on next compliance due date
• update to use environment variable for cron secret
• add functionality to send task admin digests
• update task status filter to include OPEN and BLOCKED statuses
• update recipient phone for sending reminders to user
• add missing employee level to POST request
• app/api/proposals/[id]/otp/verify/route.ts: add auto-create tasks for approved proposal
• update task hook to accept businessId and employeeId
• update department list pagination
• update step-documents dialog icon and title
• add module loading for reimbursements
• update Tabs component to handle active tab state and search query
• update loading message
• add component for task dashboard
• update build and copy scripts for portals
• apps/web/api/tasks/[id]/comments/route.ts: add employee level check for comment access
• update cron secret validation and logging
• apps/web/app/api/proposals/[id]/otp/verify/route.ts: update businessId check
• apps/web/app/api/tasks/[id]/route.ts: add guard to prevent infinite double-spawn of recurring tasks
• add create and post tasks API endpoints
• add bulk email dialog for admins
• update employee module permissions
• add firm-level gate for ADMINISTRATOR to prevent access from live JWT to DB-backed guards
• handle sub-firm-specific module gating for employees
• update auth logic to handle enabled modules based on role and profile information
• update auth options to include audit logging for user login and logout events
• update employee context in JWT for ADMINISTRATOR role
• autofill GST login form and capture /authenticate response for diagnostics
• add LAUNCH_AUTOFILL and GET_PORTAL_CREDS endpoints
• add functions to fill GST and TRACES login forms in tabs
• update service worker logic to handle different authentication sources
• update tab opening logic to handle faster loads
• implement bulk email functionality
• add hook for managing business categories
• auto-create linked task when executor is known
• add categories card for business editing
• add nextComplianceDueDate function
• add checkbox and select for recurring task
• add level selector for EMPLOYEE role
• add single 4-card role picker
• add portal autofill detection script
• extensions:notice-fetcher: poll until AngularJS is bootstrapped and ng-model is linked on the username input
• ensure firm user is admin before updating module access
• update employee level and position fields for EmployeeInvitation model
• update index watching logic
• update index watching logic
• update index watching logic
• update index watching logic
• watch submodule indices so VS Code staging triggers auto-commit
• auto-login portal badge to avoid CAPTCHA
• implement GST portal autofill functionality
• add autofill detection for it-portal
• update status icon to animated glyph
• add firmHasModule helper for live DB check
• handle new admin modules invalidation
• add task keys for query key generation
• handle DEV bypass for user mailbox verification and sending
• update bottom nav items based on user role and enabled modules
• add button to switch between credentials and notices views
• add check for PS_EXT_INSTALLED in useEffect
• Update component to include credentials management functionality
• notices/[id]/page.tsx: update loading animation to pulse and improve visibility
• update external link icon size
• add notices layout component
• update ext installed state in add credential dialog
• update index watching logic
• add employee level and task source tracking
• add module configuration and access records
• add new WhatsAppTemplateType values
• update EmployeeLevel to include PARTNER and MANAGER
• make TaskNotificationLog.taskId nullable and update FK constraint
• migrate Employee managerId ondelete to SET NULL
• add module gating and logging to handle firm-level permissions
• improve task-related queries
• add business category keys
• handle admin module config keys
• update query key generation for audit logs
• update API route to include middleware and additional checks
• add route and patch methods for admin configuration
• add type checking to route handler
• remove route delete implementation
• update index watching logic
• update audit log filter options
• add custom registration form
• add route to send task manager digests
• add status colors and icons
• update status icons and color theme for Kanban board
• update task list and stats data to use global query results
• add task layout component
• handle admin level access in task detail panel
• update isRecurring checkbox and form validation
• update task details panel to display all fields
• update bg color from white to light grey
• add new cron jobs for task reminders and digests
• web/dashboard/businesses/[business_id]/_components/overview-tab.tsx: add categories card to overview tab
• add module gating check for ADMINISTRATOR and EMPLOYEE users

Features

• add firm module dialog component
• add loading skeleton components
• add module defaults card
• api/businesses/[business_id]/compliance/route: update reviewer → task supervisor (reviewer signs off when task is in REVIEW)
• add employeeLevel field to PUT request
• add additional logic to filter tasks based on employee level
• add POST route to create a comment
• enhance search functionality for employee tasks
• handle optional employee context in route
• auto-create linked task when executor is known
• enforce paid member seat limits for all roles
• add cron secret validation
• alert overdue tasks in WhatsApp
• add task dashboard component
• add create task dialog component
• add bulk email dialog
• add ESLint plugin to enforce Radix Dialog accessibility
• add employeeLevel to request object
• add employee level to employee context and auth options
• bust per-business category list on business category assignment changed
• add launch and autofill external link for practicestacks extension
• add task-related models and enums
• add column employeeLevel to EmployeeInvitation
• add new task module and enums
• update create-task-dialog component to handle None and internal tasks
• add task notification templates
• add task notifications to WhatsAppService

Features

• add custom brochure download endpoint
• add hooks for managing reimbursement statuses and resubmissions
• update employee counts and statuses
• add logic for sending custom emails on patch route
• Validate role and enforce seat limits
• add requiresDocument field to ReimbursementCategoryWithCount and CreateCategoryData objects
• update testimonials setting
• update input text area styles
• update input border style and hover effect
• add reimbursements quick replies
• added role and demote options for ADMINISTRATOR roles
• improve InputMultipleDates component with enhanced border styles
• use the new input styles for text areas
• add 'REIMBURSEMENT_SUBMITTED' and 'REIMBURSEMENT_STATUS_UPDATE' to WhatsAppTemplateType
• add proof view logic
• add proof upload field to add-reimbursement-dialog.tsx
• update UI for update reimbursement status dialog
• add types for new reimbursement templates

Bug Fixes

• update state management and form handling for add-reimbursement dialog
• update icon size for map pin
• update icon color to primary
• update address form styling
• update subscription information display
• update index watching logic
• api/employees/[employeeId]/route.ts: add role field for employee update
• update module permissions to include ADMINISTRATOR and SUPER_ADMIN
• add showTestimonialsInProposals field to ProposalSettingsResponse
• api/proposals/[id]/route: add condition to fetch only active testimonials
• add setting for showing testimonials in proposals
• api/reimbursements/[reimbursementId]/reapply: add reapply endpoint to api/route.ts
• add admin notification on reimbursement submission
• add document upload requirement for certain categories
• add proof-upload route for uploading files
• update description field for create reimbursement request
• update reimbursement details and add reimbursement id to WhatsApp message
• update reimbursement status to allow multiple statuses
• add role field to Employee interface
• handle free employees in subscriptions
• update Business showTestimonialsInProposals setting
• update reimbursement status and rejection note
• add input styles and border colors
• add placeholder color to input styles
• improve radio input styling
• remove unnecessary border-radius in InputAITextArea
• update border color for select field
• update border radius for focus ring
• update icon color for InputSelect
• update icon color to match border color
• update input border color to border-gray-400
• update input styles
• update input styles and add focus ring and shadow
• update input styles for better consistency with other components
• update input styles for business autocomplete
• update input-styles.ts to use --app-input-border variable
• update wallet icon to WalletIcon
• add badge for collapsed icons
• update badge display for count > 9
• update dashboard sidebar items to include reimbursements
• update icon sizes to match VS Code staging
• update route to include 'role' field
• create new employee under inviting firm + set role on User
• app/api/reimbursement-categories/[categoryId]/route.ts: update schema for requiresDocument field
• add optional requiresDocument field to reimbursement category route
• update index watching logic
• update tab view functionality
• improve placeholder color in input field styles
• update input styles and hover effect
• set icon color and size to improve consistency
• update input styles and icons
• update input switch icon size
• update radio component to support icon color
• add card and table views for reimbursement dashboard
• add reapplication dialog for rejected reimbursements
• add requiredDocument field to form
• update input styles and add hover effect
• update shadow style to 'shadow-none'
• update border color for Input MultiSelect in input-styles.tsx
• add support for changing the icon color
• update border style to remove shadow
• update input style to use new color and size for icons
• update input select focus border color
• fix icon size for date picker input
• update icon size and apply hover effect to input field
• update icon style and color
• update input border styles
• update admin seats to include free employees
• update icon size
• remove hover border effect
• update InputMultiSelect to use borderColor instead of border for focus interaction
• update InputPassword component to use new input styles
• update module permissions choices
• improve rejection note section inclusion
• update reimbursement email templates
• update selected role to default "EMPLOYEE"
• add admin role and update module permissions dropdown
• update departmentId and modulePermissions state in EditEmployeeDialog.tsx
• add seat billing module configuration
• improve index watching logic
• update index watching logic
• update index watching logic
• update input placeholder style
• add app-input-border-color variable
• update app-input-icon color and add utilities for input icon color in :root
• update icon color to white
• add border color style for input box
• update icon color for VS Code staging
• update calendar icon size to match input styles
• add missing icons size enforcement
• update placeholder color to support dark mode
• update input styles and placeholder color
• update input radio styles to include border size and icon size
• update icons to new size
• update input border styles
• update index watching logic
• update business autocomplete styling
• update icon color to match theme
• update border styles to match new guidelines
• add input shadow
• update input border colors to match global theme
• update index watching logic
• add rejection note to reimbursement
• add role column to employee invitation table
• update isCustomBrochure and showTestimonialsInProposals for businesses
• update reimbursement status and addition of rejection note
• update schema.prisma to include new enums and statuses
• add test showing option for testimonials
• refactor proposal view page component
• add proof viewer dialog
• add reapply-reimbursement-dialog component
• add replaceId field to reimbursement dashboard component
• fix typo in rejection note message
• reimbursements/[reimbursementId]/route.ts: update logic and send email notifications
• reimbursements/[reimbursementId]/route.ts: update route to include rejection note for rejected reimbursements
• reimbursements/[reimbursementId]/route: notify employee about reimbursement status update
• add support for proof document upload
• add reapply functionality and proof document upload
• add email and WhatsApp notifications for reimbursement submission
• add proof url validation and error handling
• add replaceId prop to delete old rejected reimbursement on reapply
• fix URL handling for uploaded files
• update form schema to use number and optional proofUrl
• add requiredDocument field to form
• add --app-input-border CSS variable for consistent input border theming
• add tab view control for invoices
• add WA reminders
• update input maxLength to 500 chars
• add support for sending test WhatsApp messages
• add wallet icon component
• improve date input styling
• adjust input fields' icon size to size-5
• add handler for reimburse button replies
• add methods for sending reimbursement notifications
• send WhatsApp status update and email notification
• update ReimbursementSubmittedData to include reimbursementId

Bug Fixes

• add new dialog component for adding reimbursement categories
• update reimbursement form to include new fields and remove unnecessary conditional logic
• update digital_signature_image with timestamp and clean up old image
• add support for updating and deleting reimbursement categories
• update getOwnerId function to fetch employee context and createById if the user is an employee
• update reimbursement-category hook to handle count response
• update logic for retrieving owner ID
• update image upload handling and support for old profiles
• add API routes for managing reimbursements
• add reimbursement navigation item
• app/api/reimbursements/[reimbursementId]/route.ts: implement route handlers for updating and deleting reimbursements
• update reimbursement category to include type
• update reimbursements response type
• remove unused flex container
• add new feature for adding reimbursements
• add new edit reimbursement category dialog component
• add reimbursements dashboard component
• add timestamp to file name
• add delete confirmation dialog for reimbursement category deletion
• add delete reimbursement dialog component
• update commitlint config
• update column sizing and remove scrollbar for large screens
• update lead table to handle dynamic filters
• add wallet module to registry
• add margin-right to button
• add proof URL column to reimbursement model
• update to use flex overflow hidden
• add reimbursement categories and reimbursement model
• add reimbursement category and reimbursement tables
• update reimbursement category keys
• add new API for managing reimbursement categories
• add initial structure and component files
• add delete button for pending reimbursements
• update tab switching logic and add search functionality to expense reimbursement dashboard
• add update reimbursement status dialog
• use getOwnerId for creating new reimbursement categories
• update upload logic
• add support for extracting S3 keys from URLs

Features

• update image upload and deletion logic
• add GET and POST endpoints for reimbursement categories
• add invalidate functions for reimbursement categories and reimbursements
• add new components and functionalities
• update row styling
• add hooks for fetching, creating, updating, and deleting reimbursements

Bug Fixes

• add admin coupons page
• add route handlers for admin coupons
• initial admin coupons loading skeleton
• add admin coupon hooks
• validate coupon for checkout before external calls
• update sidebar inset to handle overflow-x-clip
• update logic to trigger staging on VS Code auto-commit
• cleanup coupons and delete business locations
• add useValidateCoupon hook
• set sidebar overflow to clip
• update sidebar inset height to overflow-x-clip
• Bust admin queries on mutation
• add overflow-x-clip style to prevent scrollbar issues
• update background color and add padding
• update header layout to include more space between buttons

Features

• Add admin coupons table component
• add coupon input and validation for billing content
• add coupon dashboard entry
• add component for creating and editing coupons
• add admin coupons list and create routes
• add couponCode parameter to subscriptions.hook.ts
• add preview coupon route for checkout validation
• track Razorpay subscription payments and notes
• add coupons (Razorpay subscription discount codes)
• implement Super Admin coupons tests
• add server-side coupon validation and helpers
• add coupon keys
• add Razorpay Offers API helper
• add coupon system support

Bug Fixes

• add bulk import business dialog and add business dialog to businesses page
• Add route to fetch emails for user or business
• add send email dialog for communication tab
• add API route for bulk business import
• skip blank rows and drop empty placeholder from template
• wire delete handler for recent proposals dropdown
• add email account section and form
• add route.ts to handle email account CRUD operations
• sync emails from imap host
• resolve lint errors in email module
• drop unused param and declare ImapFlow.append in ambient types

Features

• api/businesses/[business_id]/send-email/route.ts: Implement business-specific functionality for sending emails
• add route to fetch emails
• add route to send emails
• add route to get a transparent GIF response based on email log status
• add hook for fetching emails
• add BulkImportBusinessesDialog component with template/preview/import flow
• Add SendEmailDialog component
• Add compose email dialog component
• add SMTP fields and user-mailbox sender scaffolding
• send customer mail from user's own mailbox; require connection
• remove duplicate OR clause in OTP deletion query

Bug Fixes

• improve content-security-policy configuration

Features

• add missing path to robots.txt

Bug Fixes

• improve heartbeat logic
• add initial data support
• send monthly compliance email without brochure attachment
• remove firm brochure PDF URL attachment for compliance emails
• add totalSecondsActive field to User model
• add day headers and calendar days
• update calendar view to use icons and spacing
• update cell color and styling
• add dialog for copying services to dashboard
• update billing types and subscription periods

Features

• add user analytics fields
• add route to send monthly compliance email with attached firm brochure
• Add test for monthly compliance email service
• add business name in email footer

1.133.3 (2026-05-25)

Bug Fixes

• providers: suppress ResizeObserver loop error from Radix UI / cmdk (8abaa33), closes #589

1.133.2 (2026-05-25)

Bug Fixes

• notifications: hide banner after enabling notifications (3f01ff8)

1.133.1 (2026-05-23)

Bug Fixes

• docs: update phone gate condition in dashboard/layout.tsx (521c65d)

Features

• add referralSource, utmSource, utmMedium, utmCampaign, utmTerm, utmContent, and referrer fields to AdminUser interface
• add referral and utm source breakdown components
• add referral/utm tracking to admin analytics dataset
• add utm parameters to export route
• add validation for phone number input
• add referral source field to user and redirect to complete profile if missing
• add referral source fields
• add referral source and extract utm params from session store
• Implement referral and full flow for complete profile.
• add UTM tracker and save parameters to sessionStorage
• add referral tracking fields to User model

Bug Fixes

• update chart and data display
• Add referral and UTM source breakdowns to admin dashboard
• add acquisition details
• add referral source and utm details to admin users table
• adjust table column layout
• add referralSource, utmSource, utmMedium, utmCampaign, utmTerm, and referrer field to request payload
• update user route to include referral sources
• add referral source field to auth forms
• update OTP request form to include referral source
• add utm-tracker component to app layout

Bug Fixes

• enhance OTP sending logic to handle additional information
• add support for multiple OTP types in send_otp method
• parse user agent for signing status
• add email to otp table
• update OtpVerificationDialog description

Features

• add email unique constraint
• add proposal approval verification logic

1.130.1 (2026-05-22)

Bug Fixes

• apps/web/package.json: update glitchgrab version to 1.19.2 (6fcfc78)
• bun.lock: update glitchgrab to v1.19.2 (c3d8ad4)

Bug Fixes

• add hover effect to verified status in admin users table

Features

• add dropdown filter for subscription status
• add WhatsApp message template editing functionality
• add WhatsApp verification indicator in phone column
• include whatsappVerified field in user selection
• update WhatsApp link format and normalize message template
• add whatsappVerified field to AdminUser interface
• declare module for CSS imports
• add whatsappVerified and whatsappVerifiedAt columns
• add whatsappVerified and whatsappVerifiedAt fields
• implement user WhatsApp verification status update

Bug Fixes

• add data-scroll-behavior=smooth on html to clear next.js route transition warning
• use shared skeleton in detail page inline loading to fix faint skeleton against page bg
• update favicon configuration for improved icon support
• add missing favicon entries for improved icon support
• pin static lastmod for 26 routes to stop daily sitemap signal decay

Features

• add shared BusinessDetailsSkeleton matching dashboard layout padding
• add shared BusinessesPageSkeleton for list page loading state
• add /support link to Resources column for indexing discovery

Performance Improvements

• lazy-load contacts query behind active tab and render full skeleton on session load
• narrow business include type and add enabled option to useContacts hook
• select only id, name, industry from business join to shrink payload

Bug Fixes

• replace non-null assertion with truthy check for openedAt in EmailRow
• make BusinessCommunications interface internal (only used in hook itself)
• use buildComplianceReminderEmail builder and parse DD-MM compliance date for real due label
• use rm relation connect/disconnect instead of scalar rmId in PATCH
• update glitchgrab to version 1.19.2 and add it to dependencies
• update version from 4.1.1 to 4.1.2 in bun.lock
• add glitchgrab to ignoreDependencies and remove from existing ignoreDependencies list
• add glitchgrab to ignoreDependencies in knip.json
• make EmailLogContext type internal (no external consumers, satisfies pruny)

Features

• add overview aggregation endpoint with financials, compliances, and activity
• add useBusinessOverview TanStack hook
• communications API merging EmailLog, WhatsApp, manual entries with phone/email matching and OTP filter
• compliance remind endpoint sends email to orgEmail and contacts, auto-logged to EmailLog
• add business identity header card with avatar, status badge, and ID strip
• add Communication tab UI with email/WhatsApp/manual rows and template label rendering
• add log communication dialog with channel chips, contact picker, templates, tags, link-to
• add overview tab with needs-attention, upcoming compliances, activity, team, and contacts sections
• redesign detail page with header card, stats grid, and parent-card tabs
• show upcoming compliances and recent activity side-by-side on overview tab
• wire Communication tab into business detail page
• wire Needs attention Remind button to compliance remind endpoint with pending state and toast
• include rm relation in business detail GET
• useBusinessCommunications TanStack hook
• pass logContext (businessId, source=INVOICE) when sending invoice email
• pass logContext (leadId, businessId) when sending daily lead emails
• add buildComplianceReminderEmail builder using wrapEmail with branding, urgency callout, signature
• add businessKeys.communications query-key factory
• add businessKeys.overview query-key factory
• add WhatsApp template label formatter for friendly Communication tab rendering
• instrument deliverEmail to write unified EmailLog rows with logContext
• pass logContext when sending onboarding invite email
• add EmailLog and ManualCommunication models for unified communication tracking
• migration adding EmailLog table with EmailSource enum
• migration adding ManualCommunication table with ManualCommType enum
• migration extending ManualCommunication with contactId, tags, linkedInvoiceId, linkedProposalId
• pass logContext (businessId, proposalId) when sending proposal notification
• add underline variant to PageTabSwitcher

Features

• extend InvoiceItem type with GST breakdown fields
• merge DB tax invoices with Razorpay invoices in invoices API
• show GST breakdown and email status on billing history invoices

Bug Fixes

• add module export and eslint-disable for CLI script
• fix import.meta.dir type and add eslint-disable for CLI script
• remove unused OLD_PLAN_IDS and add eslint-disable for CLI script

Features

• add subscription status filter chips to admin users table
• add subscriptionFilter param to useAdminUsers hook
• support subscriptionFilter query param with DB and live Razorpay status filtering
• add sendSubscriptionInvoice email method with GST/ITC breakdown
• add SubscriptionInvoice model for per-charge tax invoice tracking
• handle subscription.charged webhook — create invoice record and email customer
• migration to create subscription_invoice table
• show '+ GST' suffix on plan price headline

Features

• add CA office management software keyword to title, H1, body, FAQ for AI Overview ranking
• add best CS management software direct assertion and GEO FAQ
• upgrade schema to @graph with SoftwareApplication and aggregateRating
• add SoftwareApplication schema with aggregateRating
• add SoftwareApplication schema with aggregateRating and dynamic best-profession GEO FAQ
• add aggregateRating to SoftwareApplication schema on location pages
• add best-in-category answer block for 11 query variants to improve AI recommendation signals
• assert PracticeStacks is best practice management software in hero subtitle for all 4 professions
• add FAQPage and HowTo schema to software feature pages
• add FAQPage and LocalBusiness schema to geo location pages
• add FAQPage schema and improve H1 keyword coverage on pricing page
• add FAQPage schema to homepage JSON-LD graph
• add FAQPage schema to profession audience pages
• add aggregateRating to SoftwareApplication and dynamic best-feature GEO FAQ
• add FAQPage schema wired to existing faqs array
• add best tax consultant software direct assertion and GEO FAQ
• add SoftwareApplication schema with aggregateRating to comparison pages

Bug Fixes

• backfill publishedAt from createdAt for published posts missing a date
• update phone number to 9371190156
• update WhatsApp number to 9371190156
• update glitchgrab to version 1.19.0
• update glitchgrab to version 1.19.1
• update phone number to 9371190156
• remove unused 'alarms' permission from manifest.json
• update support phone number to 9371190156
• remove duplicate brand suffix from feature page meta titles
• remove duplicate brand suffix from profession page meta titles
• replace generic H1 with keyword-aligned heading on contact page
• update stale 2025 year references to 2026 in competitor page titles
• update year to 2026 and remove duplicate brand in title
• update year to 2026 and remove duplicate brand in title
• update year to 2026 and remove duplicate brand in title
• update year to 2026 and remove duplicate brand in title
• update phone numbers to 9371190156
• update support WhatsApp number to 9371190156
• update version to 4.1.2 in package.json and manifest.json

1.124.1 (2026-05-13)

Bug Fixes

• version: update extension version to 4.1.1 in package.json and manifest.json (6405860)

Bug Fixes

• update label class for consistent styling
• drop stale Cal API ref causing iframe doesn't exist error
• update background service worker build scripts for development and production modes
• replace deprecated styles prop with cssVarsPerTheme
• use high-detail GPT-4o vision and tighter prompt for TRACES image captcha
• pass value and onValueChange to PageTabSwitcher so default tab shows active
• update source parameter handling to support multiple sources
• include tour helpers in onboarding-flow useMemo deps and revert post-completion visibility
• remove unused pruny package from package.json
• update glitchgrab to version 1.18.1
• show logo flush with rounded corners and drop wrapping tile
• auto-create Employee record for firm owner so they appear in selectors
• add alarms permission required for notice polling
• adjust notice polling alarm setup for development mode
• update base URL fallback for development and production modes
• simplify password handling by removing decryption step for re-login
• remove unused mcp-admin app entry from configuration
• refine regex patterns for scraping IT notices
• use absolute GST audio captcha URL and increase post-username wait to 5s
• enhance GST notice scraping with improved session validation and diagnostics
• add explicit SheetClose button so quick-view can be dismissed reliably
• add stable secondary sort by id for registrations to prevent reorder on update
• backfill expired client link expiry to 30 days
• keep quick-view sheet content mounted briefly so close animation runs
• order client-portal registrations by createdAt then id for stable display
• stack registration header and credential-source banner on mobile
• suppress react-hooks/set-state-in-effect for intentional sheet-close-animation sync
• force active state via explicit value comparison
• enhance GST notice scraping with additional diagnostics and wait times
• force active tab styles to override Radix data-state defaults

Features

• add captcha config endpoint to serve TrueCaptcha keys from env vars
• add client-credentials list and create endpoints
• add credential update and delete endpoints
• add notices CRUD endpoints with auth, cache tags, and status updates
• expose decrypted password endpoint for extension GST re-login
• enhance dropdown and avatar components for better UI/UX
• improve styling and layout of dropdown and label components
• add notices and credentials Prisma Accelerate cache tags
• implement image CAPTCHA solving API endpoint using OpenAI
• add Whisper audio captcha solver endpoint for GST portal login
• enhance audio processing to include content type and dynamic file extension
• refactor audio transcription to use OpenAI Whisper API
• pass portalAccessConsent flag to create mutation
• require client portal access consent before saving credential
• remove unused props and imports from ComplianceTableRow and EmployeePicker components
• add sharp to serverExternalPackages for image optimization
• GST notice fetch via Sandbox GSP with token refresh and upsert
• AES-256-GCM encrypt/decrypt for credential password storage
• add Billing Setup and Polish Business Profile steps to onboarding wizard
• add Get Support step, hydrate state from props, sync skip from cookie on focus and pageshow
• add Lead Email Templates step that auto-skips when templates exist
• count active lead email templates for onboarding completion
• expose leadEmail.hasActiveTemplate on OnboardingData
• extend OnboardingData type with billing and profile fields
• fetch billing settings and profile branding for onboarding checks
• pass cookie-backed skip and collapsed state to OnboardingFlow for SSR
• point recent-proposals onboarding actions to new view query URL
• replace toast with 2-step Get Support tour that spotlights sidebar then opens help dialog
• add GST portal and IT portal notice scrapers with 2captcha CAPTCHA solving
• add notifications permission for GST session expiry alerts
• add PortalCredential, NoticePayload, ScrapedNotice types
• adjust notice polling alarm for development mode with shorter intervals
• bridge website postMessage to service worker for manual notice fetch
• forward source in PS_FETCH_NOTICES postMessage bridge
• register 4-hour alarm for notice polling with structured logging
• enhance login process with audio captcha handling and response logging
• add client credentials TanStack Query hooks
• add notices TanStack Query hooks
• add useHighlightSection for query-param-driven section highlight
• highlight bank section on arrival and auto-skip onboarding step on visit
• auto-skip lead-email-templates onboarding step on visit
• add markOnboardingStepVisited helper for auto-skip on visit
• add SIDEBAR_SUPPORT tour anchor constant
• add unified admin API auth helper accepting SUPER_ADMIN session, MCP secret, or BLOG_DEV_SECRET with audit logging
• extract MAX_AUTO_CLIENT_NOTIFICATIONS to shared module so client and server share the cap
• invalidate onboarding on billing, lead-template, and business-profile mutations
• add fetch wrapper that injects x-mcp-secret and resolves base URL from env
• add lenient tsconfig (strict off due to MCP SDK + zod type instantiation depth)
• add stdio MCP server exposing blog and workflow CRUD tools with confirm guards on destructive ops
• scaffold local-only MCP server package with SDK and zod deps
• register NOTICES module with Bell icon
• accept source filter to sync only GST or INCOME_TAX credentials
• add captcha retry loop and endpoint discovery probes for TRACES TDS login
• adjust TRACES login flow to fill TAN and password after captcha resolution
• enhance error handling in postNotice and add date parsing for GST notices
• enhance navigation to GST notices by waiting for welcome page stabilization and extracting notice links dynamically
• enhance TRACES audio captcha handling to support JSON response and extract audio data
• enhance TRACES login flow to handle arraybuffer response type for captcha
• enhance TRACES login flow to support Flutter's input handling and improve value verification
• enhance TRACES login flow with captcha interceptors and button click handling
• enhance TRACES login flow with DOM polling and iframe checks
• enhance TRACES login flow with improved radio button handling and detailed input diagnostics
• enhance TRACES login flow with improved radio button handling and streamlined input filling
• enhance TRACES login flow with improved XHR interceptor for captcha handling
• enhance TRACES login flow with network logging for captcha diagnosis
• implement direct API flow for fetching TDS notices from TRACES, replacing browser automation
• improve GST notices navigation by using SPA click method and enhancing link extraction logic
• improve TRACES login flow with enhanced radio button interaction and optimized event handling
• improve TRACES login flow with enhanced XHR and window.open interceptors for captcha handling
• refactor TRACES audio captcha handling and login flow for Flutter Web
• refactor TRACES audio captcha handling to include content type in response
• refactor TRACES login flow to improve input handling and remove unnecessary radio button click
• remove audio captcha parsing and implement image captcha solving for TRACES API
• rewrite IT scraper for eportal.incometax.gov.in with full login flow
• simplify TRACES login flow by removing unnecessary radio button click step
• streamline TRACES login by filling TAN, password, and captcha in a single script execution
• update audio field extraction to prioritize base64 audio data
• add client authorization consent checkbox to portal credentials dialog
• add notices dashboard with portal credentials dialog and stats
• add Sync Now button visible when extension installed, triggers FETCH_NOTICES via postMessage
• add Sync TDS button and hasTDSCred check for TRACES portal
• invalidate query cache after sync so table refreshes without manual reload
• replace reCAPTCHA solver with image CAPTCHA via TrueCaptcha, auto re-login on session expiry
• Sandbox GSP integration for server-side GST notice fetching
• split sync buttons by source, disable when no active credentials for that source
• add endpoint to revoke client portal link
• add migration for notification count fields
• add notify endpoint that sends email and WhatsApp on existing token
• add quick-view side sheet with embedded wizard steps and mobile bars
• add Send test to me option in manage-link dropdown
• add test endpoint that previews email and WhatsApp on firm owner
• add useNotifyClient hook for no-regen client notifications
• add useRevokeLink mutation hook
• add useSendTestNotification hook for preview testing
• bump client link expiry to 30 days and track notification count
• invalidate recent-proposals query on create and delete
• lift quick-view sheet to page level and open it after Start Onboarding
• persist quick-view sheet open state in URL via nuqs
• refine Select Documents dialog with 2-col grid and compact custom-add modal
• replace credential mode toggles with persistent radio cards and add compact custom-add dialog
• show Client Responding badge in quick-view sheet header
• show Client Responding badge when client has viewed the portal
• show notification count badge and manage-link dropdown
• smooth bidirectional height transition on credential mode toggle
• switch firm completion email link to new view query URL
• track client notification count and last notified time
• widen Select Documents dialog and add search with select-visible
• wire quick-view sheet trigger and inline notify button in row
• remove unused check scripts from validate command
• add Fetch GST Notices button to main screen
• add notice-fetch-bar styles for Fetch GST Notices button
• wire Fetch GST Notices button to FETCH_NOTICES message with loading state
• add migration for Business portal access consent
• add portalAccessConsent fields to Business
• point onboarding row actions to new view query URL
• add noticeKeys and credentialKeys query key factories
• add notices and credentials cache invalidation handlers
• add Notice and ClientPortalCredential models with enums
• pass source param from FETCH_NOTICES message to fetchNoticesForAllClients
• remove auto-alarm polling, add FETCH_NOTICES manual trigger handler
• highlight profile card on arrival and auto-skip onboarding step on visit
• invalidate onboarding query after business profile save
• add Notices nav item for ADMINISTRATOR role
• mark get-support onboarding step visited when help widget opened from sidebar
• wrap support button variants in tour-anchor div so spotlight tracks visible variant
• add animated badge-alert icon from lucide-animated
• add animated bell icon from lucide-animated
• add animated bell-electric icon from lucide-animated
• add animated briefcase-business icon from lucide-animated
• add animated chart-bar-increasing icon from lucide-animated
• add animated circle-help icon from lucide-animated
• add animated download icon from lucide-animated
• add animated file-pen-line icon from lucide-animated
• add animated file-text icon from lucide-animated
• add animated flask icon from lucide-animated
• add animated layers icon from lucide-animated
• add animated layout-grid icon from lucide-animated
• add animated message-circle icon from lucide-animated
• add animated receipt-indian-rupee icon from lucide-animated
• add animated rocket icon from lucide-animated
• add animated shield-check icon from lucide-animated
• add animated user-round-plus icon from lucide-animated
• add animated users icon from lucide-animated
• add animated zap icon from lucide-animated