v1.316.0

Bug Fixes

• update acceptance-invoice.hook.ts, closes onboarding-client-tasks-not-created-#2336 #2336
• update not counted documents in storage documentation, closes plaintext-#2316 #2316
• improve invoice management UI, closes onboarding-client-tasks-not-created-#2336 #2336
• update document reading logic
• add route for start of Google Drive OAuth flow, closes task-notifications-consolidation-#2312 #2312
• update complete route to include sold compliance estimates and handle RM assignment for new filings, closes ui-compliance-rows-tidy-#2329 #2329
• update invoice send digest route to use invoiceId instead of invoice, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• update route.ts, closes bug-email-notifications-overdue-escalation-#2314 #2314
• update status filter query to support overdue items, closes onboarding-client-tasks-not-created-#2336 #2336
• update task status based on review request, closes react-minified-error-418-#2315 #2315
• use concise descriptive commit message, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• update attention actions, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• improve owner away detection in service-worker, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• include conversion rate on invoice tiles, closes bug-feature-request-resend-onboarding-#2171 #2171
• add age bucketing constants, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add attention component to billing dashboard, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add test for revenue-inr in billing repository, closes bug-feature-request-resend-onboarding-#2171 #2171
• clean up collection month type, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• update invoice link to reflect new status, closes onboarding-client-tasks-not-created-#2336 #2336
• add bulk import button, closes businesses-business-list-filter-ai-#2318 #2318
• add documentation for storing, reading, and deleting client document files, closes plaintext-#2316 #2316
• switch task status based on rating request and routine filing status, closes issue-rating-request-on-client-#2317 #2317
• add collectionMonths function to calculate collected and billed amounts for each month, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add support for typed help requests, closes bug-title-i-need-help-#2268 #2268
• update due date validation for yearly item, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• update test to cover new functionality in help request handling, closes e-signature-software-features-#2181 #2181
• add support for undated one-time items, closes one-time-compliance-duedate-#2328 #2328
• allow optional one-time compliance due date, closes one-time-compliance-duedate-#2328 #2328
• ensure missed compliance task for this month, closes ui-compliance-rows-tidy-#2329 #2329
• use task-reminders for overdue work message, closes issue-rating-request-on-client-#2317 #2317
• add recurring billing option, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add logic to provide other years in dashboard route, closes ui-compliance-rows-tidy-#2329 #2329
• add export test for demo client status labels, closes excel-export-of-client-data-#2330 #2330
• add DemoClientRow type and build logic for demo client export, closes excel-export-of-client-data-#2330 #2330
• add callGlitchgrab function, closes book-a-demo-questions-#2200 #2200
• add do-next-list component, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add support for uploading files to the firm's own Drive in onboarding/[id]/documents/route.ts, closes plaintext-#2316 #2316
• remove unnecessary checks for firm's Drive
• update document-viewer-dialog.js
• add missing storage definition for S3 usage, closes plaintext-#2316 #2316
• add noteDriveSuccess to document-store.js, closes plaintext-#2316 #2316
• add firm-specific Google Drive label, closes plaintext-#2316 #2316
• use Google Drive integration for file storage, closes plaintext-#2316 #2316
• add file-to-drive functionality to whatsapp-document-filing.js, closes plaintext-#2316 #2316
• add document move logic and refactoring, closes plaintext-#2316 #2316
• add drive store logic and functions, closes plaintext-#2316 #2316
• add readDocumentBytes function for getting document bytes from Google Drive, closes plaintext-#2316 #2316
• add drive disconnected email template
• add enable-task-dialog component, closes ui-compliance-rows-tidy-#2329 #2329
• add admin demo clients route, closes excel-export-of-client-data-#2330 #2330
• add route for firm's filings on onboard-without-proposal sheet, closes onboarding-client-tasks-not-created-#2336 #2336
• disable taskCompletedEmail to false as default, closes calendar-view-to-month-#2311 #2311
• update onboarding link logic
• use release notes model to generate content, closes team-not-told-changes-new-#2333 #2333
• add API endpoints for demo bookings and leads, closes excel-export-of-client-data-#2330 #2330
• pause moving until Google Drive works again
• add Google Picker functionality, closes plaintext-#2316 #2316
• implement client typing detection and notifications, closes bug-feature-request-resend-onboarding-#2171 #2171
• add Google Drive settings panel, closes plaintext-#2316 #2316
• update dialog title to 'Delete Invoice', closes onboarding-client-tasks-not-created-#2336 #2336
• fall back to the newest saved proposal rate when the rate service is down, closes invoice-billed-mtd-dashboard-#2207 #2207
• use newestProposalRate function to fetch the latest rate any proposal froze for a currency., closes invoice-billed-mtd-dashboard-#2207 #2207
• update route for overdue invoices, closes onboarding-client-tasks-not-created-#2336 #2336
• implement same-box search for All invoices tab, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add receivables card component, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add useInvoiceCollections hook, closes invoices-card-dollar-amount-calculation-#2321 #2321
• fold foreign invoices into rupee rows, closes bug-feature-request-resend-onboarding-#2171 #2171
• add coming-up-card component, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add foreign invoice rates for non-INR currencies, closes bug-feature-request-resend-onboarding-#2171 #2171
• add invoice list search, firm picker, and unbilled work tab, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• ensure invoice search can be accessed on mobile and improve layout, closes bug-feature-request-resend-onboarding-#2171 #2171
• remove RevenueLeakageCard anchor, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• separate foreign invoices conversion from per-currency stats, closes bug-feature-request-resend-onboarding-#2171 #2171
• update the invoice builder to handle invoices without proposals and provide a message explaining the reason, closes bug-feature-request-resend-onboarding-#2171 #2171
• add route for the latest team update entry, closes ui-compliance-rows-tidy-#2329 #2329
• add loading skeletons to admin team updates page, closes ui-compliance-rows-tidy-#2329 #2329
• add team notes and notes for columns, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• open calendar card in Day view if person's saved view is Month (#2311)
• add module config migration and seed to default OFF status, closes bug-feature-request-resend-onboarding-#2171 #2171
• remove deleted NextStepsCard component, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• remove old next-steps test file, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• remove unused files, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add logic to remember old link in completed status
• addOnboardingFilingsCard component, closes onboarding-client-tasks-not-created-#2336 #2336
• handle client link reselection, closes bug-feature-request-resend-onboarding-#2171 #2171
• improve start without proposal sheet user interface, closes ui-compliance-rows-tidy-#2329 #2329
• kill all links on revoke, closes bug-feature-request-resend-onboarding-#2171 #2171
• update task assignment for picked filings, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• use icon-only version of OpenTaskLink for tasks without assignee or due date, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• handle typed help request prompt, closes invoice-billed-mtd-dashboard-#2207 #2207
• add GET route to fetch OAuth2 access token for the Google Picker on the Documents tab
• add pipeline board component, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• remove manual Run wait override to fix #2095, closes income-e-filling-#2332 #2332
• add index for previous client tokens, closes bug-feature-request-resend-onboarding-#2171 #2171
• add Activity tab for email, reminders, and signatures, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• improve client link in proposal email activity card, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add support for saving and displaying terms in the proposal form, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• add tests for pipeline board and tiles, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• update component to handle expiration date and extended proposals, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• remove proposal-stats.tsx, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add sold compliance estimates, closes onboarding-client-tasks-not-created-#2336 #2336
• move to monthly from one-time in catalogue proposal, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• add proposals settings view component, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add preview one tap to proposal rows, closes proposals-preview-icon-client-name-#2325 #2325
• refactor logic for showing only other firms' tags and correct link to invoices dropdown, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add bucketProposalTrend function to handle the monthly trend computation, closes proposal-sent-trend-#2326 #2326
• add rejection_reason field to proposals route, closes ui-compliance-rows-tidy-#2329 #2329
• update button text for hidden archived proposals, closes invoice-search-bar-right-#2320 #2320
• add archived proposal count to API response, closes invoice-search-bar-right-#2320 #2320
• add archived count query and update headline numbers, closes proposals-list-excludes-11th-proposal-#2323 #2323
• invalidate queries for new/renamed filing and client in onboarding #2336, closes ui-compliance-rows-tidy-#2329 #2329
• update Drive connection validation and client storage updates
• update drive connection keys
• remove empty invoice array in test, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• remove deleted groupQueueInvoices function, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add invoiceOrigin function, closes onboarding-client-tasks-not-created-#2336 #2336
• restrict the invoices dashboard to only access one's own clients, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• update billing stage type to match enum values, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add tests for isRoutineWork and ratingWindowStart, closes issue-rating-request-on-client-#2317 #2317
• add recurring tab component, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• send sentAt timestamp, closes proposal-sent-trend-#2326 #2326
• add promptForTasks to BusinessDetailsPage, closes ui-compliance-rows-tidy-#2329 #2329
• add rejectedAt field to lead route, closes proposal-sent-trend-#2326 #2326
• add rejectedAt field to respond route, closes proposal-sent-trend-#2326 #2326
• add tests for review routing functionalities, closes plaintext-#2316 #2316
• allow one-time items without a date in schedule test, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• ensure that send-notification route handles new proposals correctly, closes proposal-sent-trend-#2326 #2326
• add google-drive settings, closes plaintext-#2316 #2316
• remove task-completed-email-card component, closes task-notifications-consolidation-#2312 #2312
• update status to APPROVED
• add tests for team overdue line and email summary, closes bug-email-notifications-overdue-escalation-#2314 #2314
• update onboarding step complete component to include onboarding filings card and additional warnings, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• update test for correct completion replies, closes plaintext-#2316 #2316
• clarify time phrase in task-sent-for-review-reply, closes plaintext-#2316 #2316
• add logging of urgent task notifications, closes plaintext-#2316 #2316
• enhance feedback request logic, closes issue-rating-request-on-client-#2317 #2317
• updated logic for routing task after completion, closes plaintext-#2316 #2316
• remove stale overdue task reporting in cron digest
• add support for sending review reminders in WhatsApp and emails for overdue tasks, closes bug-email-notifications-overdue-escalation-#2314 #2314
• improve cron task notification plans, closes issue-rating-request-on-client-#2317 #2317
• moved tasks from Completed to Review, updated success toast message, closes plaintext-#2316 #2316
• update completion message, closes react-minified-error-418-#2315 #2315
• fill in year counts for tasks without a scope, closes ui-compliance-rows-tidy-#2329 #2329
• close task with reviewer goes to review instead of "done" when reviewer or admin closes it, closes plaintext-#2316 #2316
• improve unbillable status text, closes onboarding-client-tasks-not-created-#2336 #2336
• remove unnecessary filters when empty, closes ui-compliance-rows-tidy-#2329 #2329
• update completion message and note, closes react-minified-error-418-#2315 #2315
• add route for managing team updates, closes team-not-told-changes-new-#2333 #2333
• update WhatsApp template trigger and audience
• remove idle timeout override, closes income-e-filling-#2332 #2332
• add unbilled work tab, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add "Invoices" placeholder for invoice details, closes onboarding-client-tasks-not-created-#2336 #2336
• add new method setTestProposalTrendDates to cypress.config.ts, closes proposal-sent-trend-#2326 #2326
• handle typed help request for staff member help requests, closes bug-title-i-need-help-#2268 #2268
• update age test logic for client resend cooldown, closes bug-title-i-need-help-#2268 #2268

Features

• add POST /api/businesses/[business_id]/compliance/missed-task/route.ts, closes team-not-told-changes-new-#2333 #2333
• add "byCurrency" and "conversion" to revenue-inr.js, closes invoice-billed-mtd-dashboard-#2207 #2207
• add attention card component, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add inDrive property to BulkUploadResult object, closes plaintext-#2316 #2316
• add Google Drive OAuth callback route, closes task-notifications-consolidation-#2312 #2312
• add route to fetch invoices and their payments, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• accept one-time item with no due date, sent as null, closes one-time-compliance-duedate-#2328 #2328
• add enableTaskPlan for tracking switching a filing on tasks #2329, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• add tasks prompt dialog and executor selection for missed tasks, closes ui-compliance-rows-tidy-#2329 #2329
• add dayOfMonth field to compliance config, closes onboarding-client-tasks-not-created-#2336 #2336
• add enableTaskPlan and handle remaining open tasks (#2329), closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add missed-compliance-date.test.ts to coverage test suite, closes ui-compliance-rows-tidy-#2329 #2329
• add validation for one-time due date of new tasks, closes one-time-compliance-duedate-#2328 #2328
• add seeding functions for test pipeline and customer success note, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• update calendar view handling, closes calendar-view-to-month-#2311 #2311
• add sentAt and signedAt to demo firm seed, use daysFromNow for dates, closes proposal-sent-trend-#2326 #2326
• add route for picking documents from Google Drive, closes plaintext-#2316 #2316
• implement support for uploading documents to the firm's Drive and store them in the database.
• add OAuth flow support, closes task-notifications-consolidation-#2312 #2312
• update move-documents.ts for Drive connectivity changes, closes plaintext-#2316 #2316
• add route for reviewing a client's filings and tasks, closes onboarding-client-tasks-not-created-#2336 #2336
• add tagOf function for firm chips, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• update LinkStatusCard to show different messages for expired links
• add support for WhatsApp completion email and task completion notification in firm settings, closes calendar-view-to-month-#2311 #2311
• add document storage integration for firm's own Google Drive, closes plaintext-#2316 #2316
• add Google Drive client, closes plaintext-#2316 #2316
• add Google Drive route and handler
• add invoice firm picker component, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add collections card for dashboard, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add columns for proposal sent and rejected at timestamps, closes invoice-search-bar-right-#2320 #2320
• add drive storage fields to compliance and onboarding documents, closes plaintext-#2316 #2316
• add DSC module enablement SQLite migration, closes e-signature-software-features-#2181 #2181
• add moveLockedUntil column to DriveConnection, closes task-notifications-consolidation-#2312 #2312
• add previous client tokens column to onboarding table, closes bug-feature-request-resend-onboarding-#2171 #2171
• add TeamUpdate schema, closes ui-compliance-rows-tidy-#2329 #2329
• fill sentAt and rejectedAt for proposals that existed before the columns., closes proposal-sent-trend-#2326 #2326
• add task-completed-email card in notifications panel, closes calendar-view-to-month-#2311 #2311
• handle replaced client tokens in onboarding link management
• add support for filing tasks and options (#2336), closes ui-compliance-rows-tidy-#2329 #2329
• replace legacy onboarding redirect with a more robust logic in findOnboardingByClientLink
• add note for different pricing scenarios, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• add settings and switcher for reminder view, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• update save row styling for pinned state, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add saved line terms and billing label functions, closes nyei-outsourcing-monthly-wk-acc-#2324 #2324
• add proposals-trend for analytics reports, closes proposal-sent-trend-#2326 #2326
• add unit tests for proposals trend bucketing and event handling, closes proposal-sent-trend-#2326 #2326
• add collections and filing options for the Onboard-without-proposal sheet, closes team-not-told-changes-new-#2333 #2333
• implement rating request handling, closes issue-rating-request-on-client-#2317 #2317
• update rating request limit to 3 months, closes plaintext-#2316 #2316
• add receivables module and functions, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• improve reminder notifications for clients, closes calendar-view-to-month-#2311 #2311
• add logic to set sentAt and rejectedAt dates based on proposal status update., closes proposal-sent-trend-#2326 #2326
• add review urgency logic, closes task-notifications-consolidation-#2312 #2312
• add isSaveableComplianceSchedule and dueDateRequiredMessage to lib/compliance/schedule.ts, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• Add Google Drive settings component, closes plaintext-#2316 #2316
• add DSC component to index.ts, closes bug-feature-request-resend-onboarding-#2171 #2171
• add year selection for task history, closes ui-compliance-rows-tidy-#2329 #2329
• add team notes generation logic, closes team-not-told-changes-new-#2333 #2333
• add team-updates test suite, closes team-not-told-changes-new-#2333 #2333
• add admin team updates page, closes ui-compliance-rows-tidy-#2329 #2329
• add team updates feature to agent_docs, closes team-not-told-changes-new-#2333 #2333
• add team updates workflow, closes team-not-told-changes-new-#2333 #2333
• add team-updates functionality, closes team-not-told-changes-new-#2333 #2333