v1.329.0

Bug Fixes

• ** shortcuts :** update go targets to include new letters, closes show-pending-invoices-and-unpaid-#2563 #2563
• update access-matrix.test.ts, closes practicestacks-chat-module-implementation-#2574 #2574
• add access matrix component, closes practicestacks-chat-module-implementation-#2574 #2574
• add canAddToGroup helper function to manage who can be added to groups, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add chat access by role matrix and rules, closes rebuild-practicestacks-email-module-3-#2568 #2568
• add support for "team" and "self" mode in report access retrieval
• remove unnecessary code for company record reading, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• use taskCreate param to control task creation when creating a review card, closes practicestacks-chat-module-implementation-#2574 #2574
• add page for admin alert log
• add admin alert log flag
• add industryOther field to business PATCH request, closes auto-page-fit-in-proposal-#2561 #2561
• add route to retrieve MCA password, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• hide Chat row for non-administrators, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• refactor component to improve readability and responsiveness
• update logo and add image references, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• add dynamic messages panel and improve dock UX, closes rebuild-practicestacks-email-module-3-#2568 #2568
• adjust panel size for expanded state
• update credentials table display and dialog interactions
• update tests for industry and other industries, closes other-industry-entry-#2560 #2560
• clear industryOther when canEditIndustry is false, closes auto-page-fit-in-proposal-#2561 #2561
• use displayIndustry helper for industry names, closes other-industry-entry-#2560 #2560
• remove "Other" from industry select if user selects it, closes auto-page-fit-in-proposal-#2561 #2561
• update industryOther field with max length validation for "Other" industry
• add client industry "Other" option, closes task-due-dates-calendar-view-#2557 #2557
• improve industry display, closes other-industry-entry-#2560 #2560
• add industryOther parsing, closes other-industry-entry-#2560 #2560
• add chat drawer components and logic, closes practicestacks-chat-module-implementation-#2574 #2574
• improve debounce handling for searching and add people functionality, closes practicestacks-chat-module-implementation-#2574 #2574
• add chat tools, closes practicestacks-chat-module-implementation-#2574 #2574
• add ReadInfo component to display seen status for messages, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• add seenBy and receipt to ChatMessageItem, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• update form inputs and logic for new chat dialog, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• improve firm phone search logic, closes show-pending-invoices-and-unpaid-#2563 #2563
• match a client by company phone as well as contacts, closes #2563 show-pending-invoices-and-unpaid-#2563 #2563
• add unpaid invoices and aging buckets for overdue clients, closes practicestacks-chat-module-implementation-#2574 #2574
• ignore platform user's or firm's own office phone for clients by org phone, closes show-pending-invoices-and-unpaid-#2563 #2563
• update month calendar (client list link only), closes auto-page-fit-in-proposal-#2561 #2561
• add month view support for client's list of filings, closes other-industry-entry-#2560 #2560
• improve chat dock handling
• improve client search functionality
• add support for to-dos in composer, closes practicestacks-chat-module-implementation-#2574 #2574
• use slash-todo component for search and to-do bar
• update link to go to the bot dashboard instead of credentials tab
• use chat tools for communication within the mcp-server
• remove credentials table, closes remove-automation-credentials-#2571 #2571
• add content hash of fixture to onboarding documents, closes business-upload-document-#2566 #2566
• add refresh button and streak chip to header actions, closes practicestacks-chat-module-implementation-#2574 #2574
• improve layout for card grid, closes ui-dashboard-card-layout-#2569 #2569
• improve row and column layout for wider screens, closes dashboard-remove-email-section-keep-#2567 #2567
• remove unnecessary props and refactor component hierarchy, closes rebuild-practicestacks-email-module-3-#2568 #2568
• remove Team tab support
• improve "My tasks" visibility settings, closes task-due-dates-calendar-view-#2557 #2557
• remove unused file, closes dashboard-remove-email-section-keep-#2567 #2567
• add missing dashboard tabs for Invoices and Emails, closes rebuild-practicestacks-email-module-3-#2568 #2568
• handle tab redirect for invoices and emails tabs
• add "Add people" button to details panel, closes rebuild-practicestacks-email-module-3-#2568 #2568
• update dock tab and view types
• add Puppeteer cache directory for root user
• add document content hash to WhatsApp document filing
• add duplicate detection and lookalike handling in upload business documents, closes business-upload-document-#2566 #2566
• add duplicate-document-code error code
• resolveSingleBusinessForPhone: handle more than one client for phone, closes show-pending-invoices-and-unpaid-#2563 #2563
• update AdminMcaLogin model, closes business-upload-document-#2566 #2566
• update doc for DashboardRiskAlerts component, closes dashboard-remove-email-section-keep-#2567 #2567
• handle duplicate document detection and update response code, closes dashboard-remove-email-section-keep-#2567 #2567
• add client industry other option, closes auto-page-fit-in-proposal-#2561 #2561
• list exactly what its count promised, closes rebuild-practicestacks-email-module-3-#2568 #2568
• normalize subject line, closes rebuild-practicestacks-email-module-3-#2568 #2568
• clean up dead code and improve readability, closes dashboard-remove-email-section-keep-#2567 #2567
• remove route deletion, closes dashboard-remove-email-section-keep-#2567 #2567
• add late items tracking and department chips, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• use more descriptive function names and add admin-specific logic to handle MCA admin company data requests, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add detector logging for clientlib-devtool.js
• remove health component, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add tests for displayIndustry and readIndustryOther
• add displayIndustry and readIndustryOther functions to format and retrieve the typed industry in a more user-friendly way, closes other-industry-entry-#2560 #2560
• remove route from api, closes dashboard-remove-email-section-keep-#2567 #2567
• remove invoices-analytics.ts, closes dashboard-remove-email-section-keep-#2567 #2567
• remove invoice overview functionality, closes dashboard-remove-email-section-keep-#2567 #2567
• handle user authentication in month-end reports, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• handle lead AI context other industry case, closes task-due-dates-calendar-view-#2557 #2557
• add formatEnumString utility function
• add logic to handle bracketed codes and notes in client names
• update brand images, closes rebuild-practicestacks-email-module-3-#2568 #2568
• add skeleton for overview tab, closes rebuild-practicestacks-email-module-3-#2568 #2568
• remove unused skeleton component, closes practicestacks-chat-module-implementation-#2574 #2574
• update loading component to show new styles, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• update loading component to use skeleton components for placeholders, closes practicestacks-chat-module-implementation-#2574 #2574
• update reports loading skeleton implementation, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• improve toolbar design, closes rebuild-practicestacks-email-module-3-#2568 #2568
• refactor handling of master data fetching, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• remove mca-company-data.test.ts
• remove MCA company data scraper
• add ability to manage saved logins and default login in admin MCA tab
• use USE_OPEN_TAB constant
• add file handling for no filings yet and done status
• improve lookup response and read logging
• update API call to fetch CINS and names
• improve error handling and prevent infinite loops
• add snap functionality
• improve typing and handling of user ID field
• log screenshot
• prevent headless Chrome from bouncing victims to home
• shorten regular expression for location.href
• use new login page code
• wrap named arrow functions in __name helper
• add fingerprinting during sign-in
• add HTTP and meta tag refresh handling
• add MCA's own redirect tracking
• handle MCA errors and refuse requests to edge servers
• handle MCA outage when checking for session status
• handle password field absence after user ID prompt
• improve session management
• MCA takes a few seconds to answer, and the OTP box stays on screen meanwhile, so wait for the signed-in page (answering a second captcha if one shows) rather than reading it once
• stop redirecting page to home.html on navigation
• use a more robust approach to find the Confirm button in the OTP input field
• use more descriptive variable names and ensure proper permissions for the cookie file
• use snap to capture screen for login form verification
• use userIdHandle and typeInto for improved user input
• add messages panel component, closes practicestacks-chat-module-implementation-#2574 #2574
• remove MessagesPanel component, closes practicestacks-chat-module-implementation-#2574 #2574
• add task create denied check, closes practicestacks-chat-module-implementation-#2574 #2574
• adjust card padding for new grid size
• remove unnecessary import and code cleanup, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• update notice columns to use visibility for column menu and hide due date when it is hidden, closes rebuild-practicestacks-email-module-3-#2568 #2568
• add content hash field to onboarding document table
• adds testing for buildOnboardingMessage function and updates the description printing logic, closes auto-page-adjustment-in-proposal-#2558 #2558
• add service and package descriptions
• remove duplicate fee quote lines
• use profile.industry as raw value
• add period helper functions, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add styling for print view, closes auto-page-fit-in-proposal-#2561 #2561
• add admin alert log capability, closes module-keyboard-shortcuts-#2564 #2564
• add industryOther field to Business model
• adjust layout to handle section breaks, closes other-industry-entry-#2560 #2560
• adjust PDF rendering to better handle long content and sticky elements, closes auto-page-fit-in-proposal-#2561 #2561
• update display of firm's own industry and formatted date, closes other-industry-entry-#2560 #2560
• update skeleton card to use flexbox layout
• add missing preview-wrap element to css, closes practicestacks-chat-module-implementation-#2574 #2574
• replace preview wrap styling, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• update pop animation for new report component, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• update logo and cover in organization schema, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• remove fixed filler section and adjust section cards, closes auto-page-fit-in-proposal-#2561 #2561
• handle new dashboard changes, closes rebuild-practicestacks-email-module-3-#2568 #2568
• add admin alert log keys
• update dashboard keys for new layout
• only allow changes to alert log access
• remove underscore from industry name and update description
• remove unused file comment, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• rebuild from #2575 reference, new screen for everyone
• add preview functionality for reports in dashboard, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• improve tab handling for new report form, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• update reports-new.tsx, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• use more descriptive labels for preview buttons, closes practicestacks-chat-module-implementation-#2574 #2574
• add view prop to useReport function, closes practicestacks-chat-module-implementation-#2574 #2574
• add "My report" view for clients to preview their own employee-work row, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add component for new report parts, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add new reports layout for /dashboard/reports, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add PersonDrawer and ClientDrawer components to dashboard, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add team-tab component, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• improve team tab visibility and data loading, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• update app background and drawer implementation, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• update brand schema for blog post publishing, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• update brand schema in guide page, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• add taskCreate flag to assistantGate, closes practicestacks-chat-module-implementation-#2574 #2574
• add placeholder text to SectionCard, closes task-due-dates-calendar-view-#2557 #2557
• add logic to filter server candidates by trusted_from timestamp, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• ignore old MCA search results, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• ensure client names are fetched in GET response
• use fetchCredentialPassword for fetching encrypted passwords in service-worker, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add PDF keep prop for ServicesPackagesSection to print with totals above it, closes task-due-dates-calendar-view-#2557 #2557
• implement goToKeyForHref and isHelpKey, closes show-pending-invoices-and-unpaid-#2563 #2563
• add slash-todo component, closes practicestacks-chat-module-implementation-#2574 #2574
• refactor chat quick bar and add row management, closes practicestacks-chat-module-implementation-#2574 #2574
• update initial draft for slash-todo component
• remove unused file, closes dashboard-remove-email-section-keep-#2567 #2567
• switch off work review filtering in task scope calculation
• filter tasks by reviewing state, closes auto-page-fit-in-proposal-#2561 #2561
• remove unnecessary property severity from ManagerAlert type, closes business-upload-document-#2566 #2566
• implement assignedOnly query param for "My tasks" in calendar, closes task-due-dates-calendar-view-#2557 #2557
• implement new logic for opening chat mentions within task sheets, closes practicestacks-chat-module-implementation-#2574 #2574
• rename /dashboard/chat → /dashboard/chat-drawer, use quick bar for chat search, and swap chat tabs with drawer views
• add adminAlertLog field
• remove analytics view from Team tab, closes rebuild-practicestacks-email-module-3-#2568 #2568
• add admin notification templates, closes firm-owner-see-daily-reminder-#2565 #2565
• adjust PDF keep prop to allow full width, closes auto-page-fit-in-proposal-#2561 #2561
• add test for theme vendor CSS, closes rebuild-practicestacks-email-module-3-#2568 #2568
• make chat details view open as its own tab from the info button
• remove unnecessary compact and onClose props and simplify button styling, closes rebuild-practicestacks-email-module-3-#2568 #2568
• use cn for style and accessibility, closes practicestacks-chat-module-implementation-#2574 #2574
• update overview tour card copy, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• update overview tour for better user experience, closes rebuild-practicestacks-email-module-3-#2568 #2568
• remove unused hook, closes dashboard-remove-email-section-keep-#2567 #2567
• remove the useInvoicesOverview hook, closes dashboard-remove-email-section-keep-#2567 #2567
• remove unused code, closes dashboard-remove-email-section-keep-#2567 #2567
• handle patch failures gracefully, closes notices-page-columns-menu-#2572 #2572
• file a company-phone client's documents, closes #2563 show-pending-invoices-and-unpaid-#2563 #2563
• add client work calendar component, closes task-due-dates-calendar-view-#2557 #2557
• add reviewing field to CalendarDueDate
• switch to "Work I review" for self tasks #2387, #2557

Features

• add initial implementation of the AlertLogList component., closes firm-owner-see-daily-reminder-#2565 #2565
• add NavShortcut component for sidebar shortcuts
• implement chat drawer support, closes practicestacks-chat-module-implementation-#2574 #2574
• add brand schema to blog posts, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• add brand schema definitions, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• add firm industry other input field, closes onboard-whatsapp-message-missing-description-#2559 #2559
• add slash todo support to search and filter, closes practicestacks-chat-module-implementation-#2574 #2574
• remove ChatScreen component, closes practicestacks-chat-module-implementation-#2574 #2574
• add useAddChatMembers hook, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• improve chat message visibility and receipts, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• remove ChatPage route, closes practicestacks-chat-module-implementation-#2574 #2574
• add sections on reports, closes practicestacks-chat-module-implementation-#2574 #2574
• remove client-revenue-report component, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add due information, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• use Dialog component for shortcuts help, closes show-pending-invoices-and-unpaid-#2563 #2563
• add support for reading and setting the industryOther field, closes other-industry-entry-#2560 #2560
• add and enhance dashboard-shell component
• remove dashboard-team-workload.tsx, closes dashboard-remove-email-section-keep-#2567 #2567
• add dashboard header actions and as-of label, closes practicestacks-chat-module-implementation-#2574 #2574
• add view icon sidebar for wide screens, closes rebuild-practicestacks-email-module-3-#2568 #2568
• remove employee-work-report component, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add new filings tab component for dashboard, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• clarify tool responses and message etiquette, closes rebuild-practicestacks-email-module-3-#2568 #2568
• allow associates to ask the AI Assistant to run lookups and create tasks, closes practicestacks-chat-module-implementation-#2574 #2574
• update displayIndustry function for industryOther
• add AlertLogLoading component
• add MCA company data admin page
• add support for hidden MCA fields
• update fingerprint method to include redirect-to-home information
• handle error thrown when looking for password field
• add endpoint to group members, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add column industryOther to the Business table
• add column adminAlertLog to User table, closes module-keyboard-shortcuts-#2564 #2564
• add column toggle menu, update on-click behavior, closes notices-page-columns-menu-#2572 #2572
• update credentials table interface
• add psrep.css and styles for the new report page, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add admin MCA run start/end queries
• add detailed query key scopes, closes practicestacks-chat-module-implementation-#2574 #2574
• send Seen by announcement to participants when seen, closes practicestacks-chat-module-implementation-#2574 #2574
• Add report model utilities, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add new report skeleton, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• remove empty ScopeOfWorkSection component for empty scope_of_work, closes task-due-dates-calendar-view-#2557 #2557
• remove route for reading company records from the server's MCA session
• add data-pdf-keep attribute to SignatureSection component, closes task-due-dates-calendar-view-#2557 #2557
• close prototype gaps #2574, closes rebuild-practicestacks-email-module-3-#2568 #2568
• use slashPrefix for chat search mode