Release v1.317.0 Changelog

Bug Fixes

update label for phone and office address when not upgrading, closes calendar-default-view-#2311 #2311
update emailUnsubscribedAt and automationStartDate to include existing values, closes delete-lead-record-retention-rule-#2238 #2238
add paid plan name to PendingSwitchCard, closes see-the-screenshot-#2338 #2338
provide invoice prefix functionality, closes see-the-screenshot-#2338 #2338
add validation for incorrect invoice prefix lengths in branch-rules.test.ts, closes invoice-prefix-should-be-company-#2341 #2341
handle empty prefix gracefully, closes see-the-screenshot-#2338 #2338
switch branches to manage default preference
handle conflict scenarios when resolving invoice and proforma series prefixes, closes see-the-screenshot-#2338 #2338
implement invoice prefix generation from owner's name, closes see-the-screenshot-#2338 #2338
update glitchgrab version to 1.58.3, closes invoice-prefix-should-be-company-#2341 #2341
update missing cover letter template and agreement templates if they are not set
close leads of clients who are already a client, closes lost-leads-analytics-#2292 #2292
set prospect status to true for leads added by admin, closes delete-lead-record-retention-rule-#2238 #2238
add support for previewing lead unsubscribe links, closes delete-lead-record-retention-rule-#2238 #2238
update default view from day to month for dashboard tasks calendar view, closes calendar-default-view-#2311 #2311
use test preview link in unsubscribe url, closes hydrotec-water-treatment-solutions-private-#2291 #2291
update descriptions for firm panel signatures panel, closes picking-a-firm-should-set-#2345 #2345
update firm picker to switch and persist with the user's choice, closes picking-a-firm-should-set-#2345 #2345
add support for optional signing signature, closes setting-signature-optional-proposal-#2344 #2344
improve invoice prefix suggestions, closes see-the-screenshot-#2338 #2338
improve invoice prefix generation with more robustness, closes invoice-prefix-should-be-company-#2341 #2341
add untouched status indicator, closes lost-leads-analytics-#2292 #2292
close leads of clients when linking a lead to an existing client, closes issue-emails-lead-unsubscribe-link-#2231 #2231
clear toast if form value is stale, closes issue-emails-lead-unsubscribe-link-#2231 #2231
prevent test-send preview tokens from being used as real ones, closes issue-emails-lead-unsubscribe-link-#2231 #2231
improve "needs-action chips" flag, closes lost-leads-analytics-#2292 #2292
improve contact tracking logic, closes uncontacted-lead-checker-#2236 #2236
set untouched field to boolean for chase sweep rule, closes lost-leads-analytics-#2292 #2292
update lead-ai-card.tsx, closes delete-lead-record-retention-rule-#2238 #2238
update user profile sends a JSON PATCH and echoes no address (#2342), closes practicestacks-in-error-418-#2337 #2337
update proposal templates view to include issuer company name, closes picking-a-firm-should-set-#2345 #2345
update route.ts, closes issue-emails-lead-unsubscribe-link-#2231 #2231
update glitchgrab version to 1.58.3, closes invoice-prefix-should-be-company-#2341 #2341
ensure no stale plan switch is promoted or abandoned while the module's private cut-off is set to 48 hours, closes picking-a-firm-should-set-#2345 #2345
handle unpaid and hand-priced switches differently, closes see-the-screenshot-#2338 #2338
clean up stale switch logic, closes picking-a-firm-should-set-#2345 #2345
remove stale switch parker, closes see-the-screenshot-#2338 #2338
add saved profile functionality to settings form, closes practicestacks-in-error-418-#2337 #2337
update proposal settings for firm letter and terms, closes picking-a-firm-should-set-#2345 #2345
allow skipping the signature step, closes invoice-prefix-should-be-company-#2341 #2341
remove fake signature placeholder
add support for server-side rendering, closes invoice-prefix-should-be-company-#2341 #2341
handle end date in subscription renewal calculation, closes see-the-screenshot-#2338 #2338
add missing required property endsAt in subscription types, closes see-the-screenshot-#2338 #2338
handle renewal end dates correctly, closes see-the-screenshot-#2338 #2338
add unsubscribe link to preview test email, closes hydrotec-water-treatment-solutions-private-#2291 #2291
log WhatsApp lead contact when status changes to CONTACTED, closes uncontacted-lead-checker-#2236 #2236

Features

update working-firm switcher, settings for proposals, and letterhead templates, closes picking-a-firm-should-set-#2345 #2345
add error handling for plan switch reopening, closing (#2338), closes setting-signature-optional-proposal-#2344 #2344
add endpoint to stop automatic renewal of subscriptions, closes see-the-screenshot-#2338 #2338
add useWorkingFirm hook
add proposal-only functionality to BranchDialog, closes picking-a-firm-should-set-#2345 #2345
update lead status and link business for converted leads, closes issue-emails-lead-unsubscribe-link-#2231 #2231
add functionality to set firm as default, open settings, and create proposal (#2345)
implement sign and verify functions for lead unsubscribe tokens, closes issue-emails-lead-unsubscribe-link-#2231 #2231
add close logic for leads that become clients, close firm leads on clients, and close open leads on a client, closes issue-emails-lead-unsubscribe-link-#2231 #2231
add regression tests for subscription renewal stop scheduling, closes see-the-screenshot-#2338 #2338
add previewNotice and refactor findLead method, closes delete-lead-record-retention-rule-#2238 #2238
update use-create-proposal.ts, closes setting-signature-optional-proposal-#2344 #2344
add user profile patch endpoint, closes invoice-prefix-should-be-company-#2341 #2341
use 'Converted' status for leads moved to clients (#2238)