What's New in PracticeStacks

Default Signatories for Invoices and Proposals

19 September 2026

Set default firm signatories across proposals and invoices, filter your invoice list by status, and reach support faster with a new contact ticket form.

New

• Invoices: Choose which firm partner or authorized signatory signs an invoice directly when creating, editing, or viewing it.
• Invoices: Filter invoices by status on the main invoice list to quickly track unpaid, sent, or draft bills.
• Settings → Proposals: Set a default firm signatory so new proposals automatically select the right partner's signature.
• Proposals: Select authorized firm signatories directly on proposal cards, and allow clients to pick their signer during review.
• Website: Submit help requests directly through a new support ticket form on the contact page.

Fixed

• Invoices: Fixed an issue where signature updates were not reflected on invoice delivery and print views.

Service prefills for tasks, turnaround times, and WhatsApp proposals

18 September 2026

Speed up task creation by starting directly from standard services or compliances, and clearly define expected turnaround times and required client documents on your service packages.

New

• Tasks → Create task: Prefill task details instantly by selecting from your existing services or compliances when creating tasks individually or in bulk.
• Services & packages: Add required client documents and estimated turnaround times directly to services and service packages.
• Services & packages: Bulk import standard services into your catalog from a predefined list.
• WhatsApp messages: Send onboarding proposals directly to clients over WhatsApp using the new pre-formatted template.

Improved

• Compliance: Smart name matching now suggests the closest standard compliance names during client imports to prevent duplicate or ambiguous entries.
• Leads: Client phone numbers are now displayed directly on lead cards for quicker follow-ups.
• Client onboarding: AI-generated service drafts now automatically propose expected turnaround times.
• Website: Added a direct button to create support tickets across help and switching pages.

Annual Plan Billing and Instant Pricing Quotes

17 September 2026

You can now switch to annual billing for your subscription and team seats, and generate formal downloadable PDF quotes directly from our pricing page.

New

• Billing & plan: Choose between monthly and yearly billing when managing your subscription plan and team seats.
• Pricing page: Generate, apply discounts to, and download or share a formal PDF price quotation directly from the website.

Smoother client navigation and clearer plan details

17 September 2026

Client profile tabs now stay pinned in place as you browse, and plan renewal screens offer clearer guidance on restarting discounted subscriptions.

Improved

• Billing & plan: Added clear guidance on how promotional discounts apply when restarting or renewing your firm's subscription.

Fixed

• Clients: Pinned navigation tabs above the content card so you can quickly switch sections without losing your place on client records.

Accurate daily digests and reminders for tasks in review

17 September 2026

Automated end-of-day summaries and reminders now recognize when work is submitted for review, preventing unnecessary nudges for assignees.

Fixed

• Scheduled jobs: Tasks submitted for review are no longer counted as open work in end-of-day summaries and will not trigger reminder nudges to assignees.

Smoother demo booking on the website

17 September 2026

Demo booking buttons on the website now show a loading indicator while checking available time slots.

Improved

• Website → Book demo: The demo booking button and floating prompt now display a loading indicator while checking for open appointment slots.

Invite team members via WhatsApp and direct links

15 September 2026

You can now invite staff to your firm by sharing a direct link or sending it via WhatsApp. We have also added fallback options if an invitation email is blocked by a recipient's mail server.

New

• Team → Invitations: Invite team members by copying a direct link or opening a pre-filled invite message directly in WhatsApp.

Improved

• Team → Invitations: Easily share or resend an invite link from the invitation details if the original email was blocked by the recipient's mail server.
• Emails: Clearer invitation email copy so newly invited staff members know how to accept and set up their accounts.

Multiple bank accounts for invoices and easier client grouping

15 September 2026

You can now maintain multiple firm bank accounts and choose which account details print on each invoice. We have also made it easier to organize clients into groups and simplified client activity tracking.

New

• Invoices → Billing settings: Add and manage multiple firm bank accounts, then select which account's payment details should appear when creating or printing an invoice.
• Clients: Create new client groups directly while adding a business, or assign a default group during bulk client imports.

Improved

• Clients → Compliance: Added support for state-wise filings like Professional Tax, complete with clear options to initiate filings in other states.
• Proposals: Drafting a proposal now automatically loads recipient contacts for the selected client, and sending it moves linked leads straight to Proposal Sent.
• Clients → Client details: Replaced the overview history widget with a dedicated Activity tab that updates smoothly when team members are assigned or removed.
• Dashboard home: The team roster and workload cards now hide departed staff so your active team counts and capacity remain accurate.

Cleaner task toolbar layout for clients

15 September 2026

The task search bar inside client details has been moved to the end of the toolbar for a clearer, more organized layout.

Improved

• Clients → Tasks: Moved the task search bar to the end of the toolbar so buttons and filters are easier to navigate.

Smoother task mentions tracking

15 September 2026

This release includes routine maintenance alongside improvements to how task mentions are displayed.

Fixed

• Tasks: Updated the task mentions card so your team can reliably view recent mentions.

Keep your mentions focused on open tasks

14 September 2026

Mentions from completed tasks are now automatically removed from the My mentions card so team members only see discussions that still need attention.

Fixed

• Dashboard home → My mentions: Mentions from completed tasks no longer remain on the card, keeping your list focused strictly on active work.

More Reliable Email Delivery & WhatsApp Blog Alerts

14 September 2026

Outgoing emails now automatically retry if a connection drops, ensuring messages reach recipients reliably. You can also receive WhatsApp alerts whenever new blog articles go live.

New

• WhatsApp messages: Get instant WhatsApp notifications whenever a new blog article is published.

Improved

• Emails: Outgoing emails now automatically retry sending if the initial connection fails, helping prevent delivery drops.

Draft GST adjustments, team views, and client activity

14 September 2026

Easily switch tax treatments on draft invoices, track proformas from the billing dashboard, filter clients by team, and review full client histories in the new Activity tab.

New

• Invoices → Billing dashboard: Track pending proformas with a dedicated summary card and visible proforma numbers across the billing view.
• Clients: Review a chronological history of client profile updates and actions in the new Activity tab.
• Clients: Filter clients by team and browse team workload cards to see which groups manage each account.
• Clients → Credentials: Launch tax and compliance portals with one-click credential autofill directly from the client's credentials tab.
• Tasks: Filter tasks and compliance matrices by calendar year across dashboard and ranked views.
• Client onboarding: Preview uploaded spreadsheets as interactive tables inside the app without downloading the file.

Improved

• Invoices: Switch GST treatment (such as toggling between IGST and CGST + SGST) and edit tax rates on draft invoices without re-entering line items.
• Clients: Associates can now update client contact details, while editing industry classification is restricted to partners and managers.
• Dashboard home: Monthly attendance now displays a summary report card once a month ends, and informational sidebar cards can now be dismissed.
• Notices: Select-all and filtered notice counts have moved to the top header for quicker bulk actions.

Office attendance rules, partner signatures, and reviewer controls

13 September 2026

Enforce location rules for staff attendance, manage multiple authorized firm signatures for proposals, and assign task reviewers in bulk.

New

• Settings: Enforce office-only attendance punches for your team, while allowing exemptions for client site visits and field staff.
• Settings → Signatures: Upload and manage multiple authorized partner signatures to apply across proposals and client documents.
• Dashboard home: Get an in-app reminder alert when a scheduled calendar meeting is starting soon.
• Email inbox: Convert incoming emails directly into new client records using the new Add as business option in the reading pane.

Improved

• Tasks: Select task reviewers and update priorities directly during task creation and from the bulk edit bar.
• Clients: Client creation controls now respect team permissions, disabling add-client options for unauthorized staff.
• Notices: Search and filter notices by reference number, with collapsible reference details in tables and quick sheets.
• Chrome extension: Click your firm name or logo in the extension popup to jump directly to your web dashboard in a new tab.

Fixed

• Dashboard home: Resolved an issue where recurring calendar meetings could drop off the daily schedule view prematurely.

Service GST rates on invoices and office geofencing

13 September 2026

Invoices now inherit the correct GST rate set on linked services, and staff attendance records whether punches happened from the office. Firms can also let managers make final approval on reimbursement claims.

New

• Invoices: Invoices and unbilled work cards now pick up the specific GST tax rate configured on each linked service automatically.
• Settings → Team: Turn on "Manager's approval is final" under expense settings so a reporting manager's sign-off completes the reimbursement without partner review.
• Settings: Set your firm's office location so staff attendance punches automatically tag whether employees are working from the office or remotely.
• Team: Assign a mandatory reporting manager when adding or editing staff, keeping your firm's hierarchy and approvals clear.

Improved

• Dashboard home: Clicking a day on the tasks card now opens the full calendar view, and attendance logs show office-distance tagging and office-based filtering.
• Clients: Client overview timelines now collapse repeated update entries into a cleaner view, and clients with many business categories can expand to view the full list.
• Compliance bot: Recent portal checks now appear at the top of the activity tab for faster review of filing runs.
• Leads: Lead cards now cap the service badges to three items to keep list views tidy.
• Website: Added a quick booking button and floating demo tab to schedule walkthroughs directly.

Fixed

• Reimbursements: Fixed category labels and selection options when submitting or reapplying for expense claims, and improved receipt proof preview padding.

Direct client onboarding, partner attendance, and notice files

13 September 2026

Onboard clients directly without needing a proposal first, track attendance grouped by partner teams, and attach supporting files directly to tax notices.

New

• Client onboarding: Start onboarding a client directly from the client list or leads board without creating or approving a proposal first.
• Notices: Attach notice copies and supporting documents directly to tax notice entries.
• Team: A new Attendance tab on each team member's profile displays their complete monthly attendance history.

Improved

• Clients: Filter the client list by client group, view group tags on client rows, and jump straight to member firms from group cards.
• Dashboard home: Monthly attendance reports can now be grouped by partner teams, displaying attendance percentages across staff.
• Team: Clicking any task on a team member's profile now opens task details in a side panel without leaving their page.
• Chrome extension: Improved GST notice row detection on portal tables for more reliable notice syncing.

Clean scrolling on dashboard tables

12 September 2026

Fixed an issue where sticky table columns could overlap the dashboard header while scrolling.

Fixed

• Dashboard home: Sticky table columns no longer show on top of the page header when scrolling through dashboard tables.

Expense claim timelines, WhatsApp approvals, and client setup tracking

12 September 2026

Review and approve reimbursement claims with visual timelines and WhatsApp actions, track onboarding progress on client profiles, and navigate daily attendance with ease.

New

• Reimbursements: Expense claims now show a step-by-step progress timeline, and staff can add a custom label whenever submitting an expense under the 'Other' category.
• WhatsApp messages: Managers can now receive and act on reimbursement approval requests directly through interactive WhatsApp alerts.
• WhatsApp messages: Daily streak alerts now include direct buttons to jump straight back into your firm dashboard.

Improved

• Clients → Overview: A new setup completion bar shows the status of each onboarding step, including who completed it and when.
• Clients: Compliance and task tabs now switch smoothly with live pending badges, and items in the Needs Attention card link directly to their tasks.
• Reimbursements: Expense category names now appear consistently across review, reapply, and deletion dialogs, alongside clearer approval status labels.
• Dashboard home: The attendance toolbar now has day stepper arrows to move forward and backward across dates, along with richer attendance status badges.
• Team → Overview: Expanded the assigned client list on staff profiles so you can review full portfolios without truncation.
• Settings: Unified the Command Center keyboard shortcut to open reliably without conflicting with browser search boxes.

Phone-only staff invites, invoice imports, and filing queue

11 September 2026

Invite team members via WhatsApp without requiring email addresses, import historical invoices with automatic client matching, and preview GST filing queues before automated runs.

New

• Compliance bot: Preview the upcoming GST filing queue and trigger on-demand portal status re-checks for clients before filing runs start.
• Invoices → Import: Import historical firm invoices from spreadsheets with duplicate client detection and source badges on client billing tabs.
• Team → Add employee: Add and invite staff using only their mobile number via WhatsApp or a direct link without requiring an email, plus bulk import team members at once.
• Leads: Draft client follow-ups with the built-in AI assistant and track prospect readiness using lead scores.
• WhatsApp messages: Download received image and document attachments directly from client WhatsApp conversation threads.

Improved

• WhatsApp messages → Meeting reminders: Automated meeting reminders sent over WhatsApp now include a direct one-click link to join scheduled video consultations.
• Tasks: Reassigning client tasks now logs a handover record and alerts the newly assigned team member immediately.
• Dashboard home: Task metrics now give clear visibility into overdue work versus tasks scheduled for the upcoming month.

Faster compliance management, proposal details, and attendance

11 September 2026

Assign compliance executors in bulk, see mapped compliances on services and proposals, and track team attendance with automatic location naming.

New

• Reimbursements: Upload supporting proof documents and receipts directly when submitting or reviewing reimbursement claims.
• Dashboard home: Managers can open a team roster panel directly from the dashboard to filter and check in on their direct reports.

Improved

• Proposals: Client proposals now display the exact compliances covered under each included service.
• Clients → Compliance: Use the bulk action bar to update executors and reviewers across multiple compliance items at once.
• Services & packages: A new compliance detail sheet and mobile pop-up let you view all compliances linked to a service without navigating away.
• Dashboard home → Attendance: Attendance punches now display readable area names from GPS coordinates, track elapsed time on the clock, and calculate monthly attendance percentages accurately for half-days.
• Tasks: Task pipelines now highlight overdue tasks clearly, and the toolbar filters wrap neatly on mobile screens.
• Clients → Compliance: Upcoming filing dates and next-task hints are clearer, with immediate alerts if a scheduled compliance has no assigned executor.

Fixed

• Client onboarding: Clicking the stalled onboarding card on your dashboard now filters directly to the matching client businesses.

Track proposals awaiting follow-up and view test filing status

10 September 2026

Stay on top of sent proposals that need client follow-ups directly from your business overview, and easily identify when filing runs are operating in test mode.

Improved

• Compliance bot: Run cards now clearly show when an automated compliance filing run is operating in dry-run mode.
• Dashboard home: The business overview now tracks sent proposals awaiting follow-up so your team can close pending client engagements on time.

Delete cancelled invoices and assign relationship managers

10 September 2026

Admins can now safely remove cancelled invoices to keep billing clean, set client relationship managers upon creation, and enjoy 10 GB per-user storage on Scale plans.

New

• Invoices: Admins can now delete cancelled invoices directly from invoice rows and quick-view panels, automatically clearing them from your billing queue.
• Clients → Add client: Assign a dedicated relationship manager right as you create a client so staff visibility and ownership are set immediately.

Improved

• Dashboard home: Dashboard figures now update automatically whenever a colleague assigns or hands off a client to you.
• Pricing page: Scale plan file and email sync storage has been upgraded from 3 GB to 10 GB per user.

Fixed

• Invoices: Removed unnumbered draft proformas from cluttering finalized GST invoice series.

Client groups, GST portal sweeps, and leave tracking

9 September 2026

Organize related entities into client groups, automate GST filing checks, and track staff leave requests and punch locations directly from attendance.

New

• Clients → Client groups: Group related entities together to view, manage, and search sister companies and family businesses in one place.
• Compliance bot: Added unattended daily filing sweeps for the GST portal, along with a server activity card to track run progress.
• Reimbursements: Attach receipt files directly to reimbursement claims, and preview uploaded bills inside the claim review sheet.
• Dashboard home → Attendance: Submit leave requests with category tags and supporting documents, and track approvals from the new Leave tab.
• Dashboard home → Attendance: See who is currently working with the live attendance roster, monthly attendance calendar, and punch-in location details.
• WhatsApp messages: New lead alerts now include interactive cards so staff can claim and follow up on leads with a single tap.

Improved

• Settings → Working calendar: Configure alternate Saturday holiday schedules and require staff to share browser location when punching in or out.
• Billing & plan: Firm subscription invoices now reflect refunded amounts and update payment status automatically.
• Chrome extension: Cancel an active filing sweep at any moment without waiting for the entire batch to finish.

Instant global search and interactive WhatsApp lead follow-ups

9 September 2026

Quickly locate clients, tasks, and portal credentials using the new Command Center search, and record lead follow-up updates with a single tap inside WhatsApp.

New

• WhatsApp messages: Daily lead follow-up alerts now include interactive quick-action buttons so you can update lead status directly from WhatsApp.
• Dashboard home: Introduced the Command Center spotlight search to instantly find clients, work tasks, proposals, portal credentials, and staff attendance from anywhere in the app.
• Settings → Keyboard shortcuts: Added a keyboard shortcuts panel with dedicated keystrokes to open the Command Center and create new tasks, clients, or leads on the fly.
• Chrome extension: Use browser-wide keyboard shortcuts to quickly jump back to PracticeStacks and trigger the command search palette.

Improved

• Invoices: Direct links to create a new invoice now open the invoice creation drawer immediately upon landing.
• Proposals: Cleaned up the display and number formatting for client names and total amounts in proposal summaries.

Fixed

• Dashboard home: Fixed see-through backgrounds on pinned table columns so underlying data no longer bleeds through when scrolling horizontally.

Clearer subscription billing and firm owner role safeguards

8 September 2026

Subscription charges now show clean tax breakdowns with automated payment receipts, and firm owner profiles are permanently protected across team settings.

New

• Emails: Receive an instant email confirmation whenever your PracticeStacks subscription payment succeeds.
• Billing & plan: See clear status notifications explaining whether discounts or promotional offers were applied when changing your plan.

Improved

• Billing & plan: Subscription invoices now explicitly separate base taxable value from GST, with sequential invoice numbering.
• Team: Firm owner accounts are now shielded from accidental role demotions and display the correct leadership title across reporting lines.
• Settings: Improved the team members card layout so staff details and roles are easier to scan.

Server-side GST filing sweeps and briefing schedule settings

8 September 2026

You can now run automated GST return checks directly on the server without keeping your computer open, and fine-tune briefing schedules in automation settings.

New

• Compliance bot: GST filing status checks can now run directly on the server across queued clients, reading returns calendars automatically without requiring your browser to stay open.
• Settings → Automation: Added a briefing days card to configure how many days of upcoming work are covered in automated daily briefings.

Improved

• Compliance bot → Activity: Check logs now indicate whether a sweep ran on the server or locally, with updated tab navigation and clearer run results.

Reliable notice syncing and server-verified filing proofs

7 September 2026

Stop running notice sweeps on demand from the extension, and view watermarked proofs on automated filing checks. We also improved credential retry safety and refreshed dashboard KPI cards.

New

• Compliance bot: Track automated server filing check runs and their latest statuses directly from the bot activity view.
• Compliance: Verification reports now include watermarked proof captures for server-verified filings.

Improved

• Chrome extension: You can now cancel or stop an in-progress notice sweep at any time without waiting for it to finish or time out.
• Compliance: Portal credential retries automatically pause after 7 days of failed login attempts to prevent client account lockouts.
• Notices: Filter notices across portals with clearer source categories and labels.
• Dashboard home: Summary KPI cards now feature clearer number sizing and better-proportioned metric strips.

Self-assign tasks, clearer compliance, and portal sync details

6 September 2026

Team members can now create and self-assign their own tasks, while compliance and notices offer clearer reviewer attribution and portal tracking.

New

• Tasks → Create task: Team members can now raise and self-assign their own tasks, with the option to designate a manager to review the work.
• Billing & plan: Pending plan changes now show in a dedicated card so you can complete payment or cancel an unfulfilled switch.

Improved

• Invoices → Billing queue: You can now open invoices in the billing queue directly inside the client's tab.
• Clients → Compliance: Managers can now view and bulk-assign compliance filings, with clearer indicators for filing executors and reviewers.
• Notices: Notice detail sheets and dashboard filters now show clearer portal source metadata and recent sync timestamps.
• Tasks: Pipeline cards now display reviewer tags alongside the assignee for tasks that require sign-off.
• Dashboard home: Task calendar cards and activity tracking now consistently roll over according to Indian Standard Time (IST).
• Leads: Dragging lead cards across the board is now smoother and no longer drops when resizing your browser window.
• Email inbox: Clicking an email provider tile now takes you directly to account connection without asking you to pick the provider again.

Role-based client staffing and cleaner client books

6 September 2026

Managers and partners now hold client staffing controls, unconverted leads no longer mix into active client lists, and firm owners can quickly copy login links for staff.

New

• Team: Firm owners can now copy a direct sign-in link for any team member to help staff log in without waiting for email delivery.

Improved

• Clients: Restricted client staffing permissions so only managers and partners can assign relationship managers and team members.
• Clients: Unconverted leads no longer appear in active client lists or duplicate checks until they are officially converted into clients.
• Dashboard home: Total client and contact numbers now exclude unconverted leads so firm metrics reflect only active clients.
• Notices: Refined section selectors for smoother navigation when filtering through compliance notices.

Stricter practice boundaries and direct WhatsApp task links

3 September 2026

Firms with multiple partners can now keep assignments strictly within each partner's practice group across tasks, clients, and notices. Task notifications on WhatsApp also now come with direct buttons to jump straight to the task.

New

• WhatsApp messages: Task comment and mention alerts sent via WhatsApp now feature direct action buttons that open the specific task in your browser.

Improved

• Clients: Assignee columns and filters now place your own name first so you can spot your assigned clients immediately.
• Dashboard home: Refreshed the attendance dashboard tiles with a cleaner layout and clearer daily attendance metrics.
• Emails: Enhanced automatic retry handling ensures client emails and notifications still deliver reliably during temporary mail server connection drops.

Fixed

• Tasks: Prevented staff and partners from assigning or bulk-reassigning tasks to employees outside their own practice group.
• Clients: Assigning relationship managers and client owners is now restricted to team members within the responsible partner's practice.
• Notices: Bulk status and assignee updates now respect practice boundaries, ensuring notices cannot be handed off to staff outside your branch.
• Team → Hierarchy: You can now detach an employee from their reporting manager to place them at the firm level, and assignment dropdowns now cleanly fit long staff names.

Issue proforma invoices and manage dashboard attendance

3 September 2026

Create proforma invoices for clients before billing officially, then convert them to tax invoices once paid. Firm owners can now also remove incorrect attendance entries directly from the dashboard.

New

• Invoices: Raise proforma invoices for client estimates or advance payments, track them separately from recognized revenue, send PDF copies, and convert them to standard tax invoices in one click.
• Dashboard home: Firm owners can now delete mistaken attendance entries directly from the attendance panel.

Improved

• Invoices: Refined the invoice preview sheet header for better readability and kept custom date range filters neatly inside the filter popup.
• Tasks: Added status chips to task rows and cleaned up axis labels in the matrix view for quicker scanning.
• Email inbox: Removed unnecessary blank lines when splitting quoted email threads and improved reading pane colors in dark mode.
• Clients: Improved the staffing lock indicator on client lists so team managers can clearly see when an assigned employee cannot be changed.
• Dashboard home: Capped the display of risk alert cards and tightened task calendar row spacing to keep the home screen compact.

WhatsApp attendance tracking and tighter client data privacy

3 September 2026

Staff can now punch in and out directly over WhatsApp with optional location tracking. We have also reinforced data scoping across the app so team members only see records for their assigned clients.

New

• Dashboard home: Track daily punch-ins, punch-outs, and shift durations across your firm with the new Attendance module.
• WhatsApp messages: Staff can now record their attendance directly using interactive punch-in and punch-out prompts on WhatsApp.
• Settings → Working calendar: Optionally require staff to share their location when punching in or out for field and office shifts.

Improved

• Clients: Stricter practice scoping ensures team members only see and access client files, proposals, leads, and invoices assigned to them.
• Invoices: Expand recurring contract series directly on the billing screen to inspect individual scheduled invoices.
• Invoices → Settings: Configure whether firm email and phone contact details appear on generated invoice PDFs.
• Team: Enjoy faster loading times and clearer partner section headers on the team management screen.

One-Time Compliances and Interactive Dashboard KPIs

1 September 2026

Track one-time compliance deadlines alongside recurring schedules, and click any dashboard summary card to open its filtered list.

New

• Compliance: Add one-time compliance filings with specific due dates alongside recurring monthly and yearly schedules, with schedule badges and calendar sync.
• Dashboard home: Click any summary card or KPI metric across invoices, leads, notices, and proposals to open the matching filtered list view.
• Tasks: Added dedicated dashboard cards to monitor overdue tasks and work due in the next 7 days.
• Invoices: Dashboard summary cards now display billing totals and link directly to relevant invoices.
• Reimbursements: Track pending and manager-approved expense claims directly from dashboard summary tiles.
• Client onboarding: Added dashboard summary buckets to track clients moving through onboarding stages.

Fixed

• Email inbox: Fixed dark mode contrast in the reading pane so sent and received messages, including Outlook emails, remain legible.

Bulk Notice Actions and Inline Client Notice Management

1 September 2026

You can now assign team members and raise tasks across multiple notices at once, view and edit notices directly from client pages, and manage compliance deletions more reliably.

New

• Notices: Select multiple notices at once from the notices dashboard to assign them to team members or create follow-up tasks in bulk.
• Clients: Open and edit notices directly inside the client profile instead of switching away to the main notices module, and view newly synced notices in the filing summary.

Improved

• Chrome extension: Improved GST notice capture with updated file status indicators, accurate notice counts, and background syncing.
• Dashboard home: Clearer guidance when a subscription payment checkout is closed before completion.
• Email inbox: Connecting a mailbox now cleans up authentication parameters and smoothly returns to the mailbox settings view.

Fixed

• Compliance: Resolved validation errors when deleting clients or compliance assignments to ensure linked compliance schedules are safely cleared.
• Website: Fixed demo booking calendar links across the website.

Features

• add tests for two or more people on the same task or filing
• add more arms to task visibility filter test
• move seats during compliance owner sync
• add initial functionality for ensuring compliance tasks are created
• make chip for shared executor list
• add support for multiple task assignments and compliance executors
• add new schedule handling functions and message for non-due date compliance
• add assigneeArm helper for calculating shared task holders
• assigneeArm should count shared tasks

Bug Fixes

• use new form schema for adding a compliance dialog
• handle task seat transfer for reassignment
• improve task queueing and filtering in priority route
• normalize and set task assignees
• refactor code for assigning and transferring task/assignment seats
• normalize assignee IDs, add assignedToIds for bulk update
• refactor to use assigneeArm for task visibility filter
• enforce due date requirement for items without a schedule
• add due date validation
• update relation data and seat updates in test environment
• update test for handling no due date in compliance task creation
• update weeklyWeekday value to match API response #1615
• add ability to specify multiple executors and reviewers in a filing.
• enforce weekly schedule is required or no due dates are specified
• update compliance executor info calculation
• move and transfer seats during employee exit
• add employee multi-picker component
• skip missing dates in compliance types import
• handle assigneeIds in matrix-view
• handle assignment arm of overview route
• add assignment filter support
• remove old due date checking for edit
• handle dateless items differently in compliance schedule validation
• improve employee picker interface
• improve clause for "Me" scope
• add support for shared tasks with multiple assignees
• improve assignee handling
• add support for assignedToIds in GET and POST requests
• bulk edit task bar button fixes

Features

• add dark mode guards to CSS and vendor stylesheet
• add clientRecordBusinessScope function
• implement credential sweep functionality
• add guards for dark mode.scss
• add test for buildEmailLogScope
• add ability to read own messages
• add route for managing the Firm Setup nudge popup
• add client-based invoice raising functionality
• add support for scoped employee IDs in leads-analytics request
• add viewer client filter to notice builder
• add viewer client filter to onboarding dashboard
• add credential_health_report template
• add firmSetupNudgeShownAt to User model
• improve route handling for employee context
• alert on razorpay charge without matching subscription
• add logic to stamp OTP email's log row with business and proposal ids
• add weekly login test for credential management
• update Razorpay subscription row detection
• add data-theme-exempt support
• add hook for determining which one-time prompt to show on dashboard visit
• declare vendor stylesheets with their class prefix and real dark overrides in the project stylesheet

Bug Fixes

• prevent consecutiveFailures from being set while waiting for portal verdict
• add attention badge to automation items
• update the BotCheck and FailingCredential types
• improve credential reporting and filtering
• add scopedEmployeeIdsForEmployee function
• update Firm Clause Query
• update credential health test for new client names and exit conditions
• add route to generate credential health reports
• add weekly login test functionality
• adjust browser size to avoid clipping bugs during screenshots
• update bodyHtml and completedDaysAgo fields in seeded emails
• use bg-purple for initials in Avatar component
• improve avatar background colors
• refine mailbox scope and UI for multiple users
• update search and filter bar components
• add emailLogScopeClause and emailLogFirmClause to manage email access levels
• improve retry logic for email delivery in apps/web/lib/email-service-retry.test.ts
• improve transient SMTP error handling
• add weekly client login health report email template
• remove account check and use viewerUserId
• add module check and scope clause for outbound email logs
• update initials background hue
• add vendor-css-needs-dark-overrides rule
• add firm ownership check and filter for employee export
• improve error handling and reporting
• add firm setup nudge component
• split out firm setup from marketing consent prompt
• retry on email delivery failure
• add support for viewer-specific invoices
• add client scope check for invoices
• add viewer scope to billed analytics query
• add raising a client's leaking work functionality
• add viewer client filter to buildInvoicesDashboard
• remove billing access answers "may you see invoices at all"
• add support for first-run prompts and firm setup nudge
• improve team visibility and lead scope
• restrict leads to employee context
• add styling to render sender's HTML lightly on a dark pane
• hide MarketingConsentNudge once both consents are still false and the nudge has never been shown before
• add new enum value for credential health report template
• use shrink-0 and py-2.5 for notice-filter bar
• refactor to use fixed widths for notice columns
• update loading notice component to support loading state and better styling
• update route to use client record business scope
• add dev:ci command
• add firmSetupNudgeShownAt column to User table
• ensure correct order of dialogs in product tour
• add viewer client filter for trend line data
• handle viewerClientFilter in buildProposalsDashboard
• add credential-check API endpoint
• dismiss nudge without busting dashboard status
• add query invalidation for alert badges
• dismiss Firm Setup nudge after dismissing it
• add credential alerts to query keys
• add firm setup nudge keys
• add scopedEmployeeIdsForEmployee for reimbursements card
• update scopedEmployeeIdsForEmployee method
• check for employee module access when retrieving notice
• ensure client record business scope is used in proposal operations
• update log scope clause
• add dark mode audit job
• remove unused Docker block and refactor port logic
• update CI workflow for dev:ci command
• handle orphaned Razorpay subscriptions raises a Slack alert instead of vanishing
• Razorpay unreachable tests added
• add clientRecordBusinessScope dependency
• add viewer client filter for dashboard builders
• update OTP send route to include firm and proposal id
• update color stops for avatar backgrounds
• update AVATAR_BG colors
• add credential health report template
• add portal access report to template label
• add recipientName and failureCount to CREDENTIAL_HEALTH_REPORT template parameter keys
• use KeyRound for credential_health template icon
• handle credential health reports for testers in wa_credential_health and wa_work_handover workflows
• add CredentialHealthReportTemplateData to WhatsApp template types
• add DYNAMIC URL button for ADMIN_NEW_SIGNUP whatsapp template
• add cron job for credential health report
• implement credential-check route
• add functionality to send credential health report
• add support for proposal templates without a URL button
• improve error handling and self-send detection
• trim body params to 100 chars
• update weekly heads-up body to reflect bot away from portals
• update WhatsApp template names
• update whatsapp-service.ts

Custom proposal end dates and bulk credential imports

26 August 2026

Set exact contract end dates on proposals, import client portal credentials in bulk, and manage services faster with GST defaults and favorites.

New

• Proposals: Choose a custom contract end date when drafting proposals instead of relying solely on preset monthly terms.
• Clients → Credentials: Add and import client portal credentials in bulk, and track the exact date each secret or password was last updated.
• Services & packages: Star frequently used services and packages to keep your firm's core offerings pinned at the top.

Improved

• Services & packages: New services now default to the standard 18% GST rate, with clear warnings and zero-rate handling for tax-exempt services.
• Proposals: Contract totals now accurately calculate one-time vs. recurring fees, reflect proposal amendments cleanly, and display proposal expiry dates.
• Clients: Edit client details directly from the business header card and use a new shortcut to create clients faster from the main list.
• Website: Updated the homepage and module pages with clearer plan badges, feature overviews, and partner firm highlights.

Fixed

• WhatsApp messages: Improved attendee matching on synced calendar meetings to prevent sending meeting updates to incorrect recipients.

Grouped Billing Queue & Streamlined Firm Setup

26 August 2026

Draft invoices are now neatly grouped by agreement in your billing queue, and firm setup has moved to a dedicated settings tab so it no longer interrupts your daily dashboard.

New

• Invoices → Billing queue: Invoice drafts in the billing queue are now grouped and folded by client agreement and invoice number for easier batch reviewing.
• Settings: Added a dedicated Firm Setup tab to review onboarding progress and firm defaults at your own pace without blocking your dashboard.

Improved

• Client onboarding: You can now clear or remove client portal passwords directly from registration forms.
• Tasks: Team workload views now group task entries by manager and team role so employees can easily switch between their own tasks and team responsibilities.
• Email inbox: Added a client picker filter to search emails by client, and expanded the sidebar rail to fit longer client names comfortably.
• Notices: Audit history tables now include clear Event and Done By column headers to track who made each change.
• Dashboard home: Refined team roster sheets and workload cards with clearer hierarchy groups and accurate staff counts.

Client handovers on reassignment and partner practice controls

26 August 2026

Smoothly transition active work when reassigning client relationship managers with guided handover confirmations. Partners now also receive dedicated practice scopes, dashboard views, and permission controls.

New

• Clients: Prompt and confirm handovers when reassigning client managers or team members, ensuring ongoing tasks and successor details transfer seamlessly.
• Team → Edit employee: Configure partner-specific module access permissions and assign partner leads to staff members.
• Dashboard home: View a dedicated partner task queue and workload summary scoped directly to your practice portfolio.

Improved

• Dashboard home: Set due dates on undated tasks directly from the calendar strip on your dashboard.
• Team: Refined role labels and descriptions on employee profiles, and allowed partners to edit their own profile details.
• Scheduled jobs: Daily task manager digest emails now strictly scope tasks based on each staff member's organizational level.
• Dashboard home: Audit trail and activity feeds for partner logins now focus specifically on their assigned practice scope.

Fixed

• Dashboard home: Removed extra count links from the employee quick preview drawer when a team member has no assigned clients.

Smarter client access, service suggestions, and easier navigation

25 August 2026

Team members now automatically receive client access when work is assigned to them, portal credentials stay scoped to assigned managers, and service creation offers standard suggestions.

New

• Services & packages: Standard service and compliance names now appear as suggestions as you type when adding or editing a service.
• Dashboard home: Page headers now include a back button so you can quickly return to your previous screen.

Improved

• Clients → Overview: You can now remove assigned team members directly from a client's overview screen.
• Clients: Team members are now automatically granted access to a client whenever tasks or compliance items are assigned to them.
• Clients → Credentials: Portal login credentials are now strictly scoped so staff members only see credentials for clients they manage.
• Clients: The client table now supports column sorting to help you organize your client roster faster.
• Dashboard home: The overview layout has been updated for cleaner column alignment, responsive cards, and clearer priority alerts.

Fixed

• WhatsApp messages: Interactive quick-action buttons on WhatsApp task notifications now reliably record replies and confirmations.
• Clients: Long category names now wrap cleanly inside client summary cards without overflowing the layout.

Smarter RM assignments and keyboard shortcuts for logging messages

25 August 2026

Relationship Manager selectors now show only eligible team members across onboarding and client screens. We've also added handy keyboard shortcuts for logging communications and improved task @mentions.

Improved

• Clients: When assigning a Relationship Manager individually or in bulk, the roster now filters to eligible team members based on their role.
• Client onboarding: The team assignment step now guides you to eligible Relationship Managers with helpful fallback hints.
• Clients → Log communication: Use Enter to send your message and Shift+Enter to insert a new line when logging client communications.
• Tasks → Task details: @mention suggestions in task comments now appear more reliably as you type.
• Tasks → Task details: Task headers now display the client name as a badge whenever it is not already included in the title.

Proposal review step, inbox read filters, and audit search

25 August 2026

Review proposals with a dedicated final check before sending, filter email threads by read status, and search firm audit logs with detailed activity views.

New

• Proposals: Added a dedicated review step in the proposal builder to verify scope, terms, and pricing before sending to clients.
• Settings: Added search to firm audit logs along with detailed activity panels to inspect who made specific changes.

Improved

• Clients: Business names are now automatically standardized to uppercase across client forms, lead capture, and bulk imports.
• Email inbox: Added filters to easily view read or unread conversations, plus improved support and file-type labels for large attachments.
• Dashboard home: Refined team capacity tracking with updated workload utilization calculations and risk alert views.
• Clients: Strengthened staffing controls so only firm administrators can reassign relationship managers and client owners.

Bug Fixes

• add support for invoice GST treatment in GET invoices route
• handle employee-specific billing in subscriptions route tests
• update handler to resolve billing profile before writing invoice
• use data-testid to match submit button
• update billing content to live inside Settings (#1527)
• update billing panel to render live Razorpay state
• update version to 6.7.2
• add new component for calendar pointer card
• add support for selecting multiple filings and filtering them, enhancing bulk assignment functionality
• add email sending domain settings UI and logic
• add new hooks for email sending domain management
• add provider.ts for managing email domains in the web app
• refactor to use new domain resolution and sending methods
• add charge reminder email template
• update catalogue entries for WEBHOOK_EVENTS
• add webhook event catalogue
• update billing module route to settings tab
• refactor generateHtmlPdf function
• remove unneeded loading components
• add function to check if session is firm owner
• add resend dependency
• add route to generate a PDF of a subscription invoice
• add billingProfile and webhookEndpoint models
• add placeOfSupplyState, flattenAddress, resolveBillingProfile
• add webhook endpoint validation, check firm sending domain, bust subscription invoices
• add webhookKeys and billingProfileKeys
• update billing tab navigation
• update invoice generation and sending logic
• add emitComplianceFiled for compliance tasks
• improve retry backoff tests and failure messages
• allow team members to buy seats - billing is owner-only
• add validation for firm owner permission
• remove unused settings link card component
• remove unnecessary check for session user
• add tests for webhook signing and improve secret generation
• add signature support
• update subscription gate component to handle billing redirect and grace period display
• update subscriptionGstTreatment and subscriptionGstLines test for GST handling
• Add subscription invoice HTML and PDF generation functionality
• add endsAt and autoRenew fields
• handle subscription termination properly
• improve error handling for non-firm administrators in /subscriptions route
• add client picking functionality
• update billing URL in admin/tester/route.ts
• add checks for HTTPS, private hostnames, and private endpoint URLs
• add tests for isHttpsUrl and isPrivateEndpointUrl
• update cron jobs
• add emit webhook for decision verification
• add route to manage firm outgoing webhook endpoints
• add dispatching of firm events to firm-owned URLs
• emit proposal decision

Features

• add billing checks to subscription routes
• add emitInvoicePaid webhook when an invoice is fully paid
• add useBillingProfile hook
• add route for managing billing profiles
• add test for firm owner logic
• keep billing page route as a redirect
• add validation for firm owner authorization
• add webhooks for emitted leads
• add permission check for firm owners only
• add bulk assign functionality
• enforce firm owner access for subscription management
• add route for downloading all subscription invoices as PDF
• add POST, PATCH and DELETE routes for managing the firm's own sending domain
• add new settings sections for email sending domain, outgoing webhooks, and calendar connections
• handle errors when emitting lead created notifications
• add billing profile fields and table
• update fallback href to new settings tab URL
• add webhook and email sending domain migration
• add route for pausing and managing webhook endpoints
• add firmOwnerId field to send-notification route
• add Resend provider support for verified domains
• add tests for normaliseDomain and isPlausibleDomain
• add resolveFirmSender to resolve FirmSender objects from Prisma
• move webhooks to its own tab and add send domain for email sending domain settings
• add subscription charge reminder cron job
• add subscription gst logic
• fix incorrect link for billing tab
• add hooks to config interface
• add emit functions for lead creation, conversion, proposal decision, compliance filing, and invoice payment

Multi-GST client tracking, workflow automations, and device security

23 August 2026

Track multiple GST logins per state for multi-branch clients, create automated workflows for common firm milestones, and manage active device sessions and holidays from Settings.

New

• Clients → Compliance: Link and manage multiple GST registrations and logins within the same state for multi-branch clients.
• Settings → Automations: Set up automated rules to assign leads and trigger follow-up actions when proposals are accepted, onboarding finishes, or compliance tasks complete.
• Settings → Account: View active login sessions across your firm's devices and log out from remote sessions directly from your profile.
• Settings → Working calendar: Configure official office holidays and quiet days so automated task reminders and document requests pause on firm off-days.
• Settings → Firm details: Auto-populate and verify your firm's registered business details by entering your GSTIN.

Improved

• Tasks: Filter compliance work by specific state GST registrations when reviewing filing progress.
• Dashboard home: Filter team workload views by reporting managers and specific team boards to balance task distribution.
• Settings → Notifications: Customize notification channels to choose exactly which events alert staff via email, WhatsApp, or in-app messages.
• Settings → Team: Updated department and member roster views make it easier to review seat allocation and manage department permissions.

Draft invoice editing, GST treatments, and settings redesign

22 August 2026

Edit draft invoices directly from the queue with full GST treatment controls, retry failed deliveries, and navigate a freshly reorganized Settings workspace.

New

• Invoices: Add GST treatment options (including intra-state tax rules) and line-item tax rates directly when creating or editing invoices.
• Tasks: Mark tasks as covered by an existing proposal during task creation to ensure retainer work is not billed twice.
• Invoices → Settings: Optionally copy your firm on outgoing invoice emails and include direct invoice links for WhatsApp delivery.

Improved

• Invoices → Billing queue: Edit draft invoices directly from table rows without opening them first, and retry failed email deliveries with clear status indicators.
• Clients: Client category tags are now automatically derived and updated whenever compliance services are attached or removed.
• Clients → Unbilled work: Clearer prompts when marking work or unbilled tasks as non-billable or waived.
• Settings: Reorganized settings into dedicated tabs for personal profile, firm configuration, invoicing rules, team management, and notification preferences.
• Email inbox: Reading pane now displays message details and metadata using compact chips for a cleaner reading experience.

Automated WhatsApp Workflow Reminders

21 August 2026

Keep client work moving by automatically sending template-based WhatsApp reminders during workflows.

New

• WhatsApp messages: Send automated template-based WhatsApp reminders to prompt clients when their action is needed in a workflow.

State-wise compliance filings and mandatory task due dates

20 August 2026

Track multi-state GST and compliance filings with state-specific task titles and bulk assignment. Tasks and follow-up logs now require due dates to keep client work on schedule.

New

• Clients → Compliance: Track compliance by state for multi-state clients, complete with state pickers and task titles that clearly indicate the filing state on tasks and calendars.
• Clients → Compliance: Bulk assign compliance registrations across multiple clients or states in a single dialog.
• WhatsApp messages: Send automated workflow notification templates directly to clients over WhatsApp.

Improved

• Tasks: Every task and communication follow-up now requires a due date so deadlines are never missed during individual or bulk creation.
• Tasks: Update multiple tasks simultaneously with the bulk edit bar, and enjoy cleaner task dashboard views with duplicate rows removed.
• Dashboard home: Managers now see team workload cards filtered to their direct reportees, with quick links to view full member profiles.
• Billing & plan: View active discount percentages and promotional offers applied to your firm's subscription.

Activity tracking, client filters, and DPDP consent updates

19 August 2026

Track firm changes with a new activity log and task history, manage client allocations faster with assignee filters, and securely scope staff permissions.

New

• Dashboard home → Activity: View firm-wide audit logs and track updates to your records from a dedicated activity page.
• Tasks: Review change logs and edits on individual tasks using the new History tab in the task details panel.
• Clients: Filter your client list by assigned employee to monitor staff workload and account distribution.
• Clients: Bulk assign compliance items across clients directly from the compliance list.

Improved

• Clients: Strengthened staff visibility controls so team members only see contacts and details for their assigned clients.
• Data privacy (DPDP): Smoother contact selection and clearer validation when generating consent links.
• Team: Cleaned up team management screens and refined directory viewing permissions.

Fixed

• Clients: The team assignment dialog now prevents selecting employees who are already assigned to that client.
• Settings: Firm setup navigation and controls are now restricted to firm owners.

Role-based client access, DGFT/ICEGATE support & filter chips

19 August 2026

Staff members now only see clients assigned to them across all screens. You can also bulk-assign clients, filter by industry and manager, and use the extension for DGFT and ICEGATE logins.

New

• Chrome extension: Added support for DGFT and ICEGATE portals for automated logins and tracking.
• Clients: Added filter chips to quickly narrow client lists by industry and assigned manager.

Improved

• Clients: Employee access is now restricted so staff members only see and manage clients assigned to them across tasks, compliance, documents, and invoices.
• Clients: Assign multiple clients to team members at once using the new bulk assignment action.
• Compliance: Assigning compliance items now automatically generates the required tasks without creating duplicates.
• Dashboard home: Redesigned the team workload card with separate count boxes and a clearer free capacity strip.
• Leads: Easily copy business details directly from the lead card.
• Team: Updated team member detail pages with tabs and refreshed profile headers.
• Invoices: Added horizontal scrolling to line items in the invoice quick sheet for long item descriptions.

Bulk compliance reassignment, TDS portal login, and state tagging

18 August 2026

Reassign compliance executors and reviewers in bulk, log into the Income Tax TDS portal using the Chrome extension, and tag client portal credentials by state and Union Territory.

New

• Compliance: Bulk reassign executors and reviewers across multiple compliance schedules at once.
• Chrome extension: Auto-fill and log into the Income Tax TDS e-filing portal using either PAN or TAN credentials.
• Services & packages: View complete package details in a dedicated side panel and manage or delete packages directly from the table.

Improved

• Compliance: Reassigning a compliance task now automatically syncs the new owner back to the recurring compliance schedule.
• Clients: Added State and Union Territory selection mapped to GST state codes when storing client portal credentials.
• Clients: Duplicate checks now normalize business names and emails during onboarding to prevent accidental duplicate records.
• Dashboard home: Task views now display client names, and team member calendar views only show their assigned work.
• Notices: Portal source tags now display in the notice audit history log.

Fixed

• Proposals: Fixed button text truncation and overflow in the renew proposal dialog.

Two-factor authentication, calendar sync, and offboarding wizard

18 August 2026

Secure your account with two-factor authentication, sync Google and Microsoft calendars, and reassign work seamlessly using a guided staff offboarding wizard.

New

• Settings: Enable two-factor authentication (2FA) with an authenticator app and generate emergency backup codes for extra account security.
• Team: A new four-step offboarding wizard lets you reassign clients and tasks item-by-item, revoke portal access on the employee's last day, and undo recorded exits if plans change.
• Settings: Connect Google Calendar and Microsoft Outlook to automatically sync recurring compliance deadlines and meeting schedules.

Improved

• Invoices: Draft and unsent invoices now clearly display an unissued indicator instead of a blank invoice number.
• Clients: The Compliance tab now shows linked task chips, assignees, due dates, and filed period details for every filing requirement.
• Email inbox: Filter threads by category and jump directly into specific business email discussions from dashboard overview cards.
• Dashboard home: Calendar day cards now feature quick tooltips to inspect tasks and meetings at a glance across connected calendars.
• Emails: When offboarding a team member, each successor receives an email notification detailing only the specific clients and tasks handed over to them.

Fixed

• Scheduled jobs: Daily task digests, compliance due alerts, and billing reminders now stop sending to team members once their exit date passes.

Smoother Plan Switches and Subscriptions

17 August 2026

Switching your subscription plan or setting up UPI autopay now updates your account status immediately with clear payment confirmations.

Improved

• Billing & plan: Shows a clear confirmation status once your plan payment or mandate setup finishes processing.
• Billing & plan: Switching subscription plans with UPI autopay or resuming an interrupted checkout now activates your new plan without delay.
• Dashboard home: Access-blocked banners now clear immediately as soon as your pending subscription or renewal payment is confirmed.

Chrome Extension Login and Portal Updates

16 August 2026

Version 6.6.4 of the Chrome extension improves login reliability on government portals, including the TDS portal.

Improved

• Chrome extension: Improved login handling on the TDS portal along with updated government portal domain permissions.

Invoice Cancellation, MLWF Support, and Multi-Currency

15 August 2026

You can now cancel invoices with accurate balance tracking, log into the Maharashtra Labour Welfare Fund portal automatically, and view multi-currency totals across billing screens.

New

• Invoices: Cancel unneeded or draft invoices directly from the invoice sheet, automatically updating outstanding and billed totals.
• Invoices → Billing dashboard: Track billing periods and invoice schedules in a dedicated billing dashboard tab.
• Tasks: Select and update multiple tasks at once with the new bulk-edit bar.
• Chrome extension: Auto-detect and log into the Maharashtra Labour Welfare Fund (MLWF) portal using stored client credentials.

Improved

• Invoices: Invoice totals, billing queue summaries, and payment recording now preserve and display each proposal's specific currency.
• Clients → Credentials: Added support for Maharashtra Labour Welfare Fund (MLWF) credentials and notice tracking.
• Clients: Removed duplicate compliance entries in client setup and added a direct shortcut to edit industry defaults.
• Email inbox: Cleaned up the email reading pane and corrected character decoding so rupee symbols (₹) and formatted email bodies display properly.

Weekly compliance tracking and Sent folder in Email Inbox

14 August 2026

You can now schedule and track weekly recurring compliances across your firm, plus view sent messages and clearer reply filters in your Email Inbox.

New

• Compliance: Track recurring weekly compliances with automated schedule dates, task generation, deadline tracking, and calendar reminders.
• Email inbox → Sent: Added a Sent folder to browse all emails sent from your connected firm mailbox, complete with recipient details.

Improved

• Email inbox: Split the pending filter into "Needs your reply" and "Waiting on clients" so you instantly know whose turn it is to respond.
• Email inbox: Handled email threads now display status badges and show which team member marked the conversation as done.
• Dashboard home: The pending emails overview now displays seen and update timestamps for quicker follow-ups.
• Leads: Lead detail sheets now highlight and track your current section as you scroll.

Fixed

• Clients → Compliance: Updating a compliance category on a client profile now saves properly without resetting other schedule settings.

Multi-currency proposals, meeting alerts, and task handovers

13 August 2026

Track foreign currency proposals in INR, monitor full task handover histories during staff reassignments, and stay on top of Google Calendar meetings with automated WhatsApp reminders.

New

• Proposals: Automatically convert foreign currency proposals to INR across pipeline totals, sort proposal tables by rupee value, and export proposals with currency details to CSV.
• WhatsApp messages: Receive automated WhatsApp notifications and reminders for upcoming calendar meetings.
• Tasks → Task details: View complete task handover logs when reassigning work or processing employee exits, showing previous assignees, successors, and handover reasons.

Improved

• Dashboard home: View online Google Calendar meetings and attendee details directly from your dashboard's calendar card.
• Compliance: Reorganized compliance entry forms into distinct side-by-side panels for compliance details and scheduling settings.
• Dashboard home: Added a clear notification banner and direct checkout flow if account access is blocked due to subscription status.
• Chrome extension: Added helpful prompts and direct web store links when client filing checks require the Chrome extension to be active.

Employee offboarding tools, work handovers, and bulk team import

13 August 2026

Manage team departures smoothly with automated task handovers via email and WhatsApp, bulk employee import, and automatic filtering of offboarded staff across your workspace.

New

• Team: Offboard departing staff with last-working-day tracking, automatic access revocation, and guided work reassignment.
• Team: Import multiple team members at once using the new bulk import feature.
• WhatsApp messages: Automatically notify team members via WhatsApp when work is handed over to them during staff offboarding.
• Emails: Send automated email summaries to assignees receiving tasks from departing employees.

Improved

• Tasks → Task details: Handed-over tasks now display a clear handover status badge and date, and offboarded staff are excluded from assignee lists.
• Clients: Offboarded staff are automatically filtered out when assigning client responsibilities, logging communications, or setting up compliance work.
• Leads: Excluded departed team members from lead assignment pickers.
• Proposals: Filtered out non-active staff when selecting proposal creators.
• Dashboard home: Added smoother loading placeholders for team activity, risk alerts, and work capacity widgets.

Stricter credential security and improved financial stats

13 August 2026

This release introduces tighter security for client credentials, improved Indian currency formatting across dashboards, and smoother recurring task cycle handling.

Improved

• Clients → Credentials: Restricted credential access strictly to assigned Relationship Managers and authorized staff, displaying a clear no-access message when permissions are missing.
• Dashboard home: Financial metric cards now display amounts in compact Indian currency formatting with tooltips showing the exact Rupee value on hover.
• Invoices: Added summary stat tiles and updated billing and tax figures to standard currency format.
• Tasks: Completing a recurring task now automatically calculates and prepares the next cycle, with completed task groups sorted by completion date.
• Chrome extension: Added audio captcha fetching support for TRACES tax notice downloads.
• Dashboard home: Updated browser tab titles across all app pages and added sidebar badges to highlight items needing firm attention.
• Billing & plan: Renamed page title to Subscription for clearer account navigation.
• Website: Updated trial button layout and messaging on the homepage process section.

Fixed

• Scheduled jobs: Fixed a bug that caused newly spawned recurring tasks to be incorrectly marked as overdue.

Smarter Invoice Auditing and Multi-Currency Deal Values

12 August 2026

This release introduces invoice sequence gap tracking, multi-currency deal values for leads and proposals, clearer recurring task cycle updates, and improved mobile layouts.

New

• Invoices: Added audit notices explaining gaps in invoice numbering sequences, along with Indian financial year labels on billing statistics.
• Leads: Added deal value tracking with clear rupee formatting and multi-currency totals on lead cards and boards.
• Proposals: Pending proposal breakdown cards now display totals grouped by individual currency.

Improved

• Invoices: Updated money formatting across invoice lists, summary cards, and analytics charts to display compact rupee totals clearly.
• Services & packages: Improved foreign currency handling and package savings calculations when creating or editing service packages.
• Tasks: Completing a recurring task now shows clear details and notes about its next scheduled cycle.
• Tasks: Improved layout readability on mobile screens for the task matrix and daily calendar views.
• Clients: Added office phone numbers to contact forms and improved phone number cleanup to avoid sending duplicate messages.
• Client onboarding: Standardized invoice prefix formatting when setting up billing schedules during client onboarding.

Automated Overdue Payment Reminders & Bulk Task Editing

11 August 2026

This release brings automated WhatsApp reminders for overdue invoices, bulk task editing, and richer tracking for lost leads and tax portal notices.

New

• WhatsApp messages: Automated weekly WhatsApp reminders for overdue invoices help your firm follow up on pending client payments effortlessly.
• Tasks: Select multiple tasks in the list view to bulk update fields across all selected items at once.
• Leads: Mark leads as lost with specific reasons; rejected proposals automatically stop follow-up reminders so you stop chasing dead deals.
• Notices: View real-time GST portal notice statuses directly inside PracticeStacks and filter notices by portal status.

Improved

• Invoices → Billing queue: Due dates are now displayed directly on each row in the billing queue for quick reference.
• Clients: Redesigned client overview brings key business metrics inline and adds a team sheet for viewing assigned staff.
• Leads: Lead cards and tables now display the exact date and time received, with immediate WhatsApp and email alerts when leads submit website forms.
• Services & packages: Full mobile support allows firm owners and managers to view, edit, and delete services directly from a smartphone.

Fixed

• Settings: Configure the designated WhatsApp number for receiving administrative notifications and verification messages.

Portal Proof Downloads and Quick Access to User Guides

10 August 2026

Easily download portal proof documents from task details, and access user guides directly from your dashboard header and footer.

New

• Tasks: You can now download portal proof documents directly from the task details panel.
• Dashboard home: Added quick access links to user guides in the main page header and footer across screens.

Fixed

• Leads: Fixed link navigation on lead cards so opening client profiles works smoothly.

DPDP compliance updates and new software switching guide

10 August 2026

We updated our site with clear details on DPDP compliance and encryption, and introduced a step-by-step guide for firms migrating to PracticeStacks.

Improved

• Data privacy (DPDP): Updated our DPDP readiness status and security section across the homepage to clearly outline client data protection and compliance standards.
• Pricing page: Updated FAQs with clear details on data encryption and security verification practices.

New

• Website: Added a step-by-step software switching guide with direct WhatsApp support to help firms easily migrate from existing practice tools.
• MCP server: Featured AI integration capabilities and ready-to-use prompts on the main page to show how Claude AI connects with PracticeStacks.

Task dashboard fixes and API stability improvements

9 August 2026

This release resolves display logic issues across task dashboard views, improves API date handling, and cleans up product mockups on our website.

Fixed

• Tasks: Resolved view logic issues when switching between matrix and list views on the tasks dashboard.
• API: Handled malformed date inputs gracefully to prevent errors during task matrix data requests.
• Website: Updated product mockup illustrations across the website to remove cropped phone previews.

Task calendar tooltips, team quick view, and web refresh

9 August 2026

This release brings hover previews for calendar tasks on your dashboard, an upgraded team quick sheet built around workload, and layout fixes in the client list.

New

• Dashboard home: Hovering over dates in the task calendar now shows the names of tasks due instead of just showing a dot.
• Dashboard home: Redesigned the team member quick sheet to focus on current workload and quick actions you can take immediately.

Improved

• Website: Redesigned product pages and homepage with live interactive previews, updated FAQs, and improved mobile navigation.
• Pricing page: Streamlined free trial signup links across pricing tables to make starting a trial smoother.

Fixed

• Clients: Fixed a layout issue where client count badges overlapped into the industry column.

Smarter task urgency tracking and accurate dashboard counters

7 August 2026

This release brings task urgency badges and due-date filters to your daily workflow, resolves badge count discrepancies on the dashboard, and tightens invoice access permissions.

New

• Tasks → Dashboard: Urgency badges and visual warnings now highlight pressing tasks in your dashboard feed so urgent client work is noticed immediately.
• Dashboard home: Hovering over sidebar navigation badges now displays tooltips explaining what each badge counter represents.

Improved

• Invoices: Enforced strict access permissions so invoice views and client invoice tabs remain hidden for staff without invoice permissions.
• Clients: Updated the invoice selection list and permission checks when logging communications with client businesses.
• Tasks → Dashboard: Expanded status filters allow you to narrow down tasks by due date and task type.
• Leads: Added dashboard filters to quickly view leads by owner or assigned team member.
• Email inbox: Links to invoices inside your email inbox now navigate directly to the specified invoice.

Fixed

• Dashboard home: Fixed count discrepancies so dashboard summary card totals match the exact numbers shown on sidebar badges.
• Compliance bot: Resolved an issue where the automation dashboard layout failed to load properly.

Safer bulk imports and updated proposal permissions

7 August 2026

This release introduces validation and dry runs for bulk imports, strengthens staff access controls for proposals, and updates navigation visuals.

New

• Services & packages → Bulk import: Validate service details and run a dry run before saving bulk service imports to prevent data errors.

Improved

• Clients → Bulk import: Imports now verify assigned Relationship Managers and stop the process if an unrecognized RM is listed.
• Proposals: Proposal lists now strictly enforce module permissions so employees without proposal access cannot view them.
• Dashboard home: Updated sidebar navigation icons with smooth hover animations.

Fixed

• Clients: Removed unused Proposals and Tasks tabs from client profiles to simplify the view.

Monthly streak recaps and refined team management

7 August 2026

Track your firm's monthly activity streaks with new automated WhatsApp and email recaps, along with smoother team management and client onboarding controls.

New

• WhatsApp messages: Receive a monthly streak summary on WhatsApp showcasing your team's active days and performance at the end of each month.
• Emails: Get an automated monthly streak wrap-up email summarizing your firm's consistency and overall progress.

Improved

• Dashboard home: The streak indicator now displays your current monthly streak alongside your all-time best streak.
• Team: Updated the team action menu with clearer icons and a quick trigger to resend employee login links.
• Client onboarding: Clicking a business name in the onboarding list now reliably opens its quick summary sheet.
• Settings: Added an action menu to invitation settings for faster management of pending team invites.

Fixed

• Notices: Fixed an issue where closing the notice quick sheet manually would sometimes leave the panel open.

Automated tasks for approved proposals and team invitation tracking

7 August 2026

PracticeStacks now automatically creates work tasks as soon as proposals are approved and adds delivery status tracking for staff invitation emails.

New

• Proposals: Automatically generate work tasks and send confirmation emails as soon as a client approves a proposal.

Improved

• Settings → Team invitations: Track delivery status and sent dates for staff invitations, with a built-in button to resend failed email invites.

Fixed

• Dashboard home: Tasks without assigned due dates can now be accessed directly from the calendar view using a quick toggle button.

Proposal revisions, flexible billing terms, and auto-saving panels

7 August 2026

You can now issue and track revisions on signed proposals, set precise subscription durations for services, and auto-save business details seamlessly across your firm's workflow.

New

• Proposals: Propose changes and amendments to signed proposals with trackable version history, revision diffs, and online client approval.
• Dashboard home: View recent app updates and feature releases directly from a new What's New panel on your dashboard.
• API: Added endpoints to manage, retrieve, and record client responses for proposal revisions.

Improved

• Services & packages: Configured clearer options for service term durations, subscription cycles, and pricing models, plus quick inline category creation from dropdowns.
• Clients: Upgraded business setup forms into an auto-saving side panel, accessible across Clients, Leads, and Email inbox.
• Reimbursements: Added the ability to create new reimbursement categories directly from the selection dropdown.
• Proposals: Added security verification checks to OTP approval steps and client proposal review pages.

Multi-Currency Proposals, Exchange Rates & DPDP Compliance

6 August 2026

PracticeStacks now supports multi-currency pricing with automatic INR exchange rate conversions across proposals and invoices. We have also added DPDP consent tracking for proposal amendments and refined onboarding safety.

New

• Proposals: Price proposals in foreign currencies with automatic exchange rate lookups that show equivalent INR values in proposal summaries and client email notifications.
• Invoices: Revenue analytics, invoice lists, and pipeline totals are now split and displayed by currency instead of blending foreign amounts.
• Services & packages: Set custom currencies on individual services and service packages directly from the creation and edit dialogs.
• Data privacy (DPDP): Proposal amendments now include marketing consent checkboxes and DPDP compliance notices for client agreement.

Improved

• Clients: Searching client lists now pauses briefly while you type, preventing jarring page reloads mid-search.
• Client onboarding: Client portal links automatically expire once onboarding is marked complete or revoked, preventing accidental duplicate submissions.
• Proposals: Entering OTP verification codes now auto-clears on failed attempts and provides clearer guidance when retry limits are reached.

Date range filters for invoices and cleaner automation tracking

6 August 2026

This update introduces date-range filtering for invoices, consent controls in the DPDP dashboard, and smoother visual progress tracking during automated portal filings and notice fetching.

New

• Invoices: Filter invoice lists using quick date ranges to easily review specific billing periods.
• Data privacy (DPDP): Manage client privacy consent directly using new action controls in the DPDP dashboard.

Improved

• Invoices: View clearer invoice details and updated status panels across billing dashboards.
• Clients: See business names directly alongside contact records, refine industry filters smoothly, and enjoy cleaner column layouts for credentials and tasks.
• Chrome extension: Follow portal filings and notice fetching with clear progress icons, branded indicators, and automatic tab closing when runs finish.
• Notices: Track client notice fetching progress more accurately in real time.
• Compliance: Easier navigation with better aligned action buttons across compliance tables.
• Team: Improved placement of action buttons on team management cards.
• Client onboarding: Streamlined table layout during client onboarding reviews.

Duplicate client protection and upgraded email inbox

5 August 2026

This release prevents duplicate client profiles, adds powerful search and organization tools to your email inbox, and introduces side-panel views for tax notices.

New

• Clients: Automatic duplicate detection warns you if you try to create or import a client business that shares a name or email address with an existing record.
• Email inbox: Starred and archived email support, quick email summaries, custom mail rules, and advanced search with saved filters help you clear your inbox faster.

Improved

• Billing & plan: Additional team seats purchased for your firm are now activated and reflected in your plan instantly upon payment.
• Dashboard home: Dashboard cards now highlight overdue days for tax notices, proposals, leads, and onboarding tasks so urgent follow-ups stand out.
• Notices: Notice details now open in a side panel, letting you review notice info without losing your place or filters in the list.
• Email inbox: Link incoming emails directly to client business profiles so your whole team has context on client communications.
• Reimbursements: Open specific expense claims directly using shareable web links, with clearer approval status tracking.

Documentation structure and link updates

5 August 2026

This release updates our help documentation with clearer section categories and improved links.

Waive unbillable work and track written-off tasks

5 August 2026

You can now write off unbillable tasks directly from client profiles and track all waived work across your billing queue and task dashboard.

New

• Clients → Unbilled work: Write off unbillable or non-chargeable work directly from a client's unbilled work summary.
• Invoices → Billing queue: Track written-off and waived work in a dedicated section within the billing queue.

Improved

• Tasks: Filter tasks by 'Waived' status to easily review work that was written off instead of billed.

Fixed

• Clients: Resolved an issue with module permission handling to ensure staff access rights on client profiles apply reliably.

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.
• 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
• 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
• 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
• add subscription plan catalog and utilities
• add razorpayOfferId to LiveSubscription
• add subscription and addon management functionalities
• 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 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 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 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 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

• 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
• 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

• 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