v1.169.0

Bug Fixes

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

Features

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