Bug Fixes
- add optional
invoiceNamefield for invoice lines - add invoiceName field to form
- add tests for Ranked view & bulk reassign tasks
- add billingStatus field to tasks route
- add bot activity hook for web
- add endpoint for task attachments
- add support for portal checks
- bulk create tasks handler
- link inbound messages to compliance periods
- update billing status and source type in task route
- improve user display name tooltips
- improve GST login flow
- add missing automation job label translation
- update type definitions
- update notice-fetcher to handle unattended collection
- update post-login harvesting
- display invoice number in the billing dashboard tab
- add validation for invoice prefix
- add defaultBillingStatus function
- add settings tab
- implement API for fetching compliance activity
- add filing sync button for businesses
- update doc automation toggle and loading state
- update stats and table loading states
- reject audio routes with too few characters
- update description tooltips to include the full title
- add documentation for automatic document collection
- add filing discovery API endpoint
- improve invoice number display in manual row
- add logic to check for linked proposal status
- handle new fields from the compliance bot
- add DocumentChecklistCard component
- add onClick handling for the 'ComplianceType' select option
- add service dialog compliances tab
- add rememberRowsKey option
- add half-yearly recurring pattern option
- add new methods for marking setup intro seen and cleaning up test tasks
- seed a task directly for test tasks
- refactor code, improve readability
- update dashboard-risk-alerts.tsx
- adjust height for module panels
- add waiting for client status option
- add waitingForClient status to dashboard router
- update row count tracking
- add rememberRowsKey to DataTable for department selection
- use better error handling when sending compliance requests
- add contact info to the doc message
- limit template parameter length
- clarify run result fields
- add explanation for draft invoices in invoice-quick-sheet.tsx
- update send audience and verdict types
- add new component to display compliance items
- prevent resetting sent emails list
- add waiting for client status label
- update all modules in employees route
- add route to manage task notifications for the end of the day
- add filing watch listener to portal badge
- add filing watch listener
- add GST harvesting functionality to background script
- add filing-discovery.md
- improve error handling in filing sweep logic
- add filing sync button and portal check support
- improve button title to be more descriptive
- update handling of notices saved and screenshot failures
- resolveTarget to use GSTIN instead of client id
- update sync queue management and credential record handling
- add document-collection engine settings and default lead days
- improve PATCH handling for doc automation mode and lead days
- update notification preferences
- add scrollbar padding to smooth scroll behavior
- use gst-filing-scraper as scope and provide clear error message for session drop
- add functions to check if the tab is on the GST portal and capture screenshots
- add matching and unmatched compliance statuses
- initialize filing watcher in gst-portal.ts
- load component dynamically without accessing it from the resolved module
- add test for new invoice number format
- allocate number after verifying client email
- update invoice number formatting
- warn about missing bank account or UPI ID for invoices
- add client-facing name for invoice lines
- remove invoice number generation logic
- add DRAFT status to billing-dashboard-tab.tsx
- display invoice numbers in the table
- update invoice numbers to include null when not available
- improve invoice number formatting
- improve visual representation of draft invoices
- refactor the invoices table section to handle upcoming and sent invoices separately, improving readability and functionality.
- use displayInvoiceNumber for invoice number display
- update formatAmount function to use local currency format
- format invoice numbers with displayInvoiceNumber
- raise a DRAFT invoice from completed, unbilled tasks
- warm chunks to avoid wait for TabFallback
- add filing watch listener to it portal
- add scrollbar width variable for layout component
- add skeleton loading components to TeamLoading component
- add skeleton for emails loading state
- add skeleton for ReimbursementsLoading component
- add skeleton loading for departments dashboard
- use displayInvoiceNumber for invoice options
- add encodeMagicLinkSuffix function
- initialize filing watch listener
- add <all_urls> to content scripts
- add waiting for client status
- add FirmNotificationSettings model
- add invoice draft status
- add invoice series and financial year support to invoices
- add invoice_name column to services and service_packages tables
- add new task notification type 'ACTION_RECEIVED'
- drop and update invoice from tasks optional onboarding
- add column
consecutiveFailurestoClientPortalCredential - 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
consecutiveFailuresfield 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
unbilledquery 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
invoiceNamefield 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
billingStatusparameter in API request - add rememberRowsKey prop to team management table
- add new WhatsApp templates
- update route.ts
- update WhatsApp test routes
- initialize filing watch listener
- add compliance templates
- add unbilled work card component
- add cron job for task-end-of-day
- adjust cron schedule for task-admin-digest
- add screenshot to portal return verification report
- add verification function for tracking compliance tasks
- handle overdue digest escalation for unfiled tasks
- handle leading/trailing whitespace in whatsapp parameters
- add task nudge template
- handle task action button taps
Features
- add bulk create functionality for tasks
- add WA compliance templates
- add skeleton components for billing loading interface
- add briefing days card component
- add bulk create route
- add link/button to a notification
- add route to get period and document collection logs for a task
- add invoice scheduling logic for complete route
- set billing status to 'active' for compliance tasks onboarding schedule
- pass businessId to useLaunchAutofill for enhanced session management
- clear scroll offset when navigating between tabs
- refactor dashboard team panel logic
- add weekly capacity hours input field
- add invoiceName field
- add portal filing-table discovery feature
- add daily unattended filing sweep service
- add filing-sync functionality
- add route for filing sync
- add route for managing firm settings
- read GST dashboard straight from DOM
- add scraping GST notices from tab
- add invoiceLineName function
- add invoice number formatting and validation functions
- add invoice number allocation logic
- remove padding and styling from DashboardLoadingSkeleton
- add loading skeleton for tasks dashboard
- add magic link suffix encoding and decoding tests
- add support for WhatsApp deep links in notifications
- add support for embedded notification links
- add alarms to the extension configuration
- update version to 6.3.0
- add
isSystemcolumn toTaskCommenttable - 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_MODULESarray 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

