What's new

🐛 Fixed

• Generic problem/closing copy + mobile stats overflow.
• Scope plan markup elements to the page they were drawn on.

✨ New

• Generic homepage + engineering vertical at /for/engineering.
• Default per-module roles + sales-role gating (owner/rep, Sales Settings, Qualify).
• Real handoff/enroll/template actions + activity trail.

🐛 Fixed

• Full roster in global, on-behalf edit, no vacation prefill.

🐛 Fixed

• Email overflow + timesheet chronological sort.

✨ New

• Let reps fix missing CRM fields inline on handoff.
• Surface persona coaching, scorecard questions, cadences in CRM.

✨ New

• Source dropdown in contact detail + list column.
• Industries dropdown + vertical landing pages.
• Install-gated Sales Playbook marketplace add-on.

✨ New

• Territories can add any city worldwide via Google Places.
• Enforce period-boundary on save/submit + reword submit dialog.

🐛 Fixed

• Stream plan-set PDFs same-origin so pdfjs can actually render them.

🐛 Fixed

• Bind asset + ITP discipline fields to catalog select.

✨ New

• Contact data model depth (professional profile fields).
• Team qualifications module (editable profiles + real resumes).
• Fee schedules & pricing (rate cards for estimates).
• Canonical bidirectional estimate<->proposal linkage.
• Estimate version history + branded PDF.
• Lead lifecycle hygiene — status audit, stale sweep, cross-path dedupe, source normalization.
• Governed bulk operations for contacts and deals.
• Configurable pipeline stages, stage-history audit, structured loss reasons.
• Delete safety — cascade, impact preview, archive/unarchive.

🐛 Fixed

• Wire up silent no-ops and inert fields across Sales.

✨ New

• Dispatch scheduling dates.
• Estimate fulfillment robustness.
• Work order completion invoicing.
• Referential integrity via ID-based joins.

🐛 Fixed

• Stop silent no-ops across Contract/WO/Field screens (spec 1/5).

✨ New

• Review edit & resubmit [V3-19].

🐛 Fixed

• Stable reporting manager when duplicate person records exist.
• Link timesheets to the employee record; honest detail errors.

✨ New

• Bulk team import, activity actor attribution, responsive PTO email.

🐛 Fixed

• Fall back to vision OCR when docTR is unset or returns nothing.
• Persist nested timesheet/AI settings; auto-save timesheet settings.
• Deleting an org no longer deletes multi-org users everywhere.

✨ New

• Seed addon default roles on install (RevOps + generalized registry).
• Unify access model into ordered Access Level + split Company Admin from Admin.

🐛 Fixed

• Heal Person<->Login link for active users in /api/org/users.

✨ New

• Make Custom GPTs platform-admin-only.

🐛 Fixed

• Expose isPlatformAdmin to the client so platform admins see canDo-gated UI.
• Let admins toggle default-off (opt-in) features.

✨ New

• Custom GPTs — build, share, and run reusable Artie assistants.
• Hoffman pre-onboarding must-haves (MH-1..MH-4).
• Client-side typewriter reveal when deltas are buffered.
• Hoffman build-out - 22-item punchlist + caps display.

🐛 Fixed

• Add taskId to SalesActivity for task-attributed points.
• Route QcSetupScreen archived date through fmtDate.
• Attribute task completion points to assignee, not clicker.

✨ New

• Route new leads to the territory rep by location, fall back to round-robin.
• Capture company name + address on the demo form, feed CRM company & contact.
• Platform-admin endpoint to publish internal marketplace listings (RevOps) from the running app.
• Enhance Add Employee modal with picklists for title, dept, location.

🐛 Fixed

• Use NEXTAUTH_URL for approval link origin.

✨ New

• Org switcher in the sidebar account menu (shown when user has >1 org).

🐛 Fixed

• Replace em-dash in MarkupCanvas comment (QC copy guard).
• Resolve company→account link when editing a contact.

✨ New

• Superadmin user-org lookup (GET) + multi-org membership backfill (POST).

🐛 Fixed

• Render PDF plan sheets (rasterize page 1 via pdfjs) behind markup.

🐛 Fixed

• Add existing email to a new/another org as a membership (multi-org), not a 409 or an org move.
• Mark in review 405 - PATCH the per-id holdpoint route, not the collection.

✨ New

• Clear active-org on sign-out; set real AASA App ID prefix.
• Serve AASA + assetlinks.json for Median deep links.
• Email-OTP sign-in for the mobile app (Median), web stays on magic link.

🐛 Fixed

• Close-out route, live NCR raise->push, command-center row count.

✨ New

• Real plan layer + openable observations (H1/H2).
• Assets management tab in Project Setup (M3).
• Accessible names on icon-only row controls (M11).
• Add GET /api/qc/availability advisory route (H3).
• Data-driven requiresPlanPin gate (M8).
• Em-dash guard over seeds (C2) + seed cluster (M1/M9/H4) + resolver guard (M2).
• Honest two-gate release (C3) + seed a pushed fab NCR (C4).

🛠 Improved

• Dedupe /api/org fetches via a shared in-flight/TTL cache (M7).

🐛 Fixed

• Scrub em dashes from user-visible status/escalation/notification copy (C2).
• Holdpoint detail no longer crashes on deep-link/refresh (React).

✨ New

• Enable app-shell service worker on prod hosts.
• Tier 4 — additive bundle parity (trade entityType, party notice override, ITP authoredBy).
• Tier 3 — qcSubmissions children become authoritative for form prefill.
• Tier 2 — read per-attempt history from qcSubmissions; keep signoff inline (D2).
• Tier 1 — make the Asset backfill the default for live data.
• P8 keep QC sidebar on the detail route; P10 nav a11y (anchors + accessible names).
• P6 — shared project selection follows across QC hubs (defaults to fab).
• P4 + P5 — escalation call-tree card + gatedReleases on the holdpoint detail.
• P1 — command-center Request opens the gated dispatch form.
• V2 production-model Wave 5 (Phase 4 CONTRACT) — retire gatedBy.
• V2 production-model Wave 4b (task 9) — fab seed builds the Asset tree + process-gas ITP.
• V2 production-model Wave 4a (Phase 3 EXTEND) — ITP generator + inbound SoR-sync.
• V2 production-model Wave 3 (Phase 2 MIGRATE) — consumers read subjectAssetId via resolver.
• V2 production-model Wave 2 (Phase 1 BACKFILL) — Asset tree backfill + dual-read resolver.
• V2 production-model Phase 0 EXPAND — qcAssets resource, subjectAssetId, per-attempt submissions.
• Fab-demo button, dispatch form CTA, lightweight NCR-from-inspection.
• Offline binary store + offline observation-photo capture.
• Governance & audit hardening (append-only sign-off).
• Procore connector (coexists with Smart Completions).
• Calendar invites for scheduled inspections.
• In-app notifications + per-party channel preferences.
• Combined reminder+escalation tick driven by EventBridge.
• Seed default persona roles on install.
• Shareable ?tab= deep-linking for the QC hubs.
• Rich markup toolbar on the full-page holdpoint detail.
• Consolidate sidebar 12 -> 6 with tabbed hubs.
• Full-page holdpoint detail (replace the condensed drawer).

🐛 Fixed

• Render typed input text in black.
• Holdpoint detail pages work offline (cache-on-visit + shell fallback).
• Make all QC pages work offline (precache shells + unguard Exec/Reports).
• Keep QC nav visible offline via cached gating signals.
• Tier 5 — kill residual render-time date formatting in the command center + add guard.
• P2 — eliminate hydration mismatch in QC screens.

✨ New

• Enable the offline service worker on staging (host-gated).
• Route Dispatch writes through the offline queue.
• PWA app-shell service worker + manifest (Phase 4, ships DARK).
• Offline read-cache, write queue + replay, connectivity UX (Phases 2-3).
• Offline data engine (Layer 1 of qc-holdpoint-offline).
• Tabbed Project Setup configurator + opt-in pack apply.
• Data-back the discipline list; remove hardcoded DISCIPLINES.
• Default-on the QC fab screens (Dispatch, Observations, Exec Turnover).

🛠 Improved

• Coalesce per-resource fetches into one batch request.

🐛 Fixed

• Redirect /privacypolicy, /privacy, /terms to canonical legal pages.
• Never seed demo data into real tenants on install.

✨ New

• Allowlisted password sign-in + app-review test account.
• Publish as a marketplace storefront listing.
• Complete fab MLP — routes, screens, notify/SMS, pack/seed/install, exec, agent tools, offline + intake.
• Fab MLP foundation — types, pure logic, resources, SC connector stub.

✨ New

• Source on add-contact is a pick-or-add combobox backed by the catalog.
• Newest-first by default, assign owner on create, open vs create contact.

🐛 Fixed

• Keep Board/List/Forecast toggle on the forecast view.

✨ New

• Mobile lead modal, hide AI/sort on mobile, fix refresh.

🐛 Fixed

• Render reb2b snippet inline so it appears in SSR HTML.

✨ New

• One-click create contact from a lead with dedup.
• Zero-touch AWS Bedrock + Storybook + triage fixes.
• Serve dev tooling on :4000 via proxy to the app.
• One-command local setup with bundled Postgres + onboarding guide.
• Auto-register Artie tools from spec actions (close hookup 2/3).
• Auto-register generated screens in the sidebar (close hookup 1/3).
• Generator emits screen registration + scaffolds + manual-wiring checklist.
• Make-based pipeline front door + AI spec drafter.

🐛 Fixed

• Run-dev no longer aborts on a fresh .env.local (AI is best-effort).
• /api/org reports session demo/sandbox so write UI shows in dev.
• Allow writes under the dev auth bypass; clean README header.

🐛 Fixed

• Bulk Delete actually deletes (was a toast-only no-op).
• Pre-fill the editor with the existing/default template.
• E.Integrations → /dashboard/integrations; move Integration Console into Settings.

✨ New

• Reconcile QB vendors to subcontractors.
• Employees can edit and delete their own pending requests.
• One-click fill a standard 8-hour day.
• Global timesheet detail view (GT2).
• Employee self-export of own timesheet PDF (GT7).
• Submission acknowledgement setting + attestation (GT5).
• Subcontractor break exemption + vendor association (GT4).
• Manage role members from the Roles screen.
• Only-approved, lock-gated payroll send (GT3).
• Time-entry auto-chain + ordered time boxes + cost-code carry (GT6).
• Global timesheets list (GT1).

🐛 Fixed

• Remove the initials avatar from the approval cards.
• Approver notification emails link to the approval portal.

🐛 Fixed

• Stop the modal overflowing (cap deck, wrap dots, pin button).

✨ New

• AI suggestions actually apply (assign crew / resolve conflict).

✨ New

• Mock Better Auth get-session so dev:mock loads the dashboard.
• Wire approval + week-locked email send flows.
• Import QuickBooks Classes as cost codes (inbound).
• Cost codes management screen (T7).
• Editable email templates (T6).
• Job titles catalog (T5).
• Employee utilization chip on cards + drawer panel (gated).
• Notification groups (T4).
• Notify managers when assigned to approve (T3).
• Drill-down module navigation + E.Marketplace/E.Integrations direct.
• Multi-manager + timecard approval mappings UI (T2).
• Department managers + timecard mappings in approval scope.
• Scheduled integration sync cron (Phase 4b T5).
• Mapping matrix, auto-map, sync-now in the console (Phase 4b T4).
• Auto-map and sync-now endpoints (Phase 4b T3).
• Unified integration sync runner (Phase 4b T2).
• Name-match + flow-plan (Phase 4b logic).
• Phase 4a part 2 — Integration Console UI.
• Saved views + column picker on Command Center (Pro #2b).
• Extraction review — dumb-mode, human-in-the-loop (Pro).
• My Inspections dispatcher queue + Intake triage (Pro #5b).
• Phase 4a part 1 — mapping/log data model + export consumption.
• Excel/CSV import wizard (Pro #5a — adoption gate).
• Reports & Docs — exec metrics + party scorecards (Pro).
• Structured mileage + expense tip (Timesheet Refresh Phase 3).
• Schedule (gantt) + Week Calendar (Pro).
• Timesheet Settings screen (Timesheet Refresh Phase 2).
• Command depth (Pro) — bulk request + series + escalation badges.
• Holdpoint detail drawer (Pro) — parties, native form + plan pin, timeline.
• Department/manager-scoped approvals (Timesheet Refresh Phase 1).
• Make RevOps a real marketplace addon (install-gated, no plan gate).
• Admin-approved installs + sidebar placement for apps.
• First internal marketplace app — inspection coordination (Full §12 MLP spine).

🐛 Fixed

• Bake source into Dockerfile.dev so it runs standalone (not just via compose).
• Plot real job sites on dispatch + field-worker maps (not Austin).
• Show installed addon in the sidebar live, no page refresh.
• Item-level deep links for every record-backed resource.
• Click-through to the exact record deep link, not the generic record page.
• Make Roles Management fully mobile responsive.
• Make Command Center header + toolbars fully mobile responsive.
• Mobile-friendly command/records + default to a populated project.

✨ New

• Owner autosuggest, follow-up tasks, live field validation on contacts.
• In-app doc viewer (/dev/docs) rendering the real repo Markdown.
• Auto-discovering Component Library gallery at /dev/components.
• Immersive voice mode with a live glowing orb.
• E.Marketplace spec + P0/P1 build (catalog, install, review).

🐛 Fixed

• Log contact/company notes as activity instead of a static blob.

✨ New

• Tasks, right where you work. Create and open a task in a modal straight from a CRM deal or contact — no jumping screens.
• RevOps meetings + one integrations catalog. A meetings calendar plus a single, unified place to manage your integrations — and Artie can now work with your meetings.
• Emails that land on the right record. Notification emails deep-link straight to the item they're about, and @mention emails open its Activity tab.

🛠 Improved

• Quicker task entry. New tasks now default their assignee to you.
• Refreshed homepage. A polish pass on the public site's look and branding.

🐛 Fixed

• Cleaner Artie replies. Artie now shows just a skill's name in chat, not its internal instructions.

✨ New

• Sales Engine time window picker (today / 7 / 30 / 90 days).
• Hide Sanity demo library trigger widget.
• Add Webinars nav link across all pages.
• Add /videos demo page + Videos nav link.
• Add webinar landing page at /webinar.

🐛 Fixed

• Mobile nav — hide Log in button and active label correctly.
• Mobile nav button overflow on videos and webinar pages.

✨ New

• Create/view tasks in a modal from CRM + Contacts records.
• RevOps meetings calendar + Artie MCP, unified integrations catalog.

🐛 Fixed

• Show only the skill name in Artie chat, not its instructions.

✨ New

• See a record's tasks in one place. Tasks linked to a contact, company, or deal now appear right on that record's Related tab — so the next follow-up is always a tap away instead of buried in your task list.
• Manage customers on your phone. The Customers list now uses a clean card layout on mobile, replacing the wide table that used to run off the edge of the screen.
• Find your Organization ID fast. Settings → Organization now shows your workspace ID with one-tap copy — handy when you reach out to support.

🛠 Improved

• Clearer invite-only sign-in. If an email doesn't have an account yet, sign-in now tells you directly — whether you use a magic link or Google — instead of appearing to do nothing.

🐛 Fixed

• Smoother Artie voice. Artie now finishes a reply before listening again, so she won't cut herself off mid-sentence.
• Reliable demos. Public demo sessions start cleanly again under the new invite-only sign-up rules.

✨ New

• Invite-only access. New accounts are created by invitation only — only the people you set up can sign in. Public self-sign-up stays off until billing goes live, so no one lands in your workspace by accident.
• Provision a customer in a click. Super admins can create a new customer account — and its owner login — straight from Customers, with an activation link emailed to the owner so they can set themselves up.

✨ New

• A tidier project board. The projects grid now leads with your six most relevant projects and a one-tap toggle to expand the full list, so the board stays scannable as you grow.
• Watch product videos. A new Videos page — and a nav link to reach it — gathers product walkthroughs and demos in one place.
• A webinar landing page. A dedicated /webinar page makes it easy to promote upcoming sessions and capture sign-ups.

🐛 Fixed

• RevOps connectors save reliably. Connecting a revenue, calls, meetings, or web-traffic source now sticks after a page refresh.

✨ New

• Artie voice is faster and clearer. Artie no longer cuts itself off when you speak, and responses arrive noticeably quicker, making voice conversations smoother and more natural.
• Belong to multiple organisations. If you are a member of more than one organisation, you can now choose which one to sign in to from a simple picker at the login screen.

🛠 Improved

• Simpler response-depth options. The detail-level selector for Artie now shows plain, easy-to-understand labels instead of technical model names.

🐛 Fixed

• Demo sign-up form validates correctly. The 'Try a demo' form now checks your entries as you fill it in and again on submission, so you get clear guidance before anything is sent.

🛠 Improved

• Cleaner org-chart profiles. Profile fields are now checked as you edit, so details like email and phone are saved in a consistent, valid format.

🐛 Fixed

• Voice starts reliably. Push-to-talk now wakes the audio properly and shows a live transcript as you speak, so the first reply comes through every time instead of going silent.

✨ New

• Hire from first application to signed offer. A public careers portal collects applicants, and you can send offer letters by email or PDF and run the full hire flow without leaving ELAS.
• Open and edit your profile from anywhere. The account menu opens your org-chart card to view and edit your own details and photo.
• Talk to Artie, naturally. Push-to-talk voice now supports barge-in — interrupt Artie mid-reply just by speaking — with a live transcript as you talk.
• A richer org chart. Clearer invite status and a detailed person profile drawer make it easier to see who's who.
• Engineering disciplines, your way. Onboarding now pulls trades from an editable disciplines catalog instead of a fixed dropdown.
• Finer-grained roles & permissions. An expanded permission catalog lets admins grant exactly the access each role needs.

🛠 Improved

• A more polished experience across the app — a design pass tightening spacing, motion, and visual detail throughout.
• Smoother sign-in — already-signed-in users are taken straight into the app instead of the login screen.

🐛 Fixed

• Voice is far more reliable — clearer transcription, a live transcript, and no more going silent after the first reply.
• Hiring & profile fixes — the hiring flow now persists correctly and the org profile + roles screens are cleaner.
• Timesheets show the right hours for the selected period.
• Org chart fits reliably on mobile with smooth touch pan/zoom.
• Dark mode now matches the iOS status bar and bottom toolbar.

✨ New

• Join your data — no SQL required. A visual join builder combines multiple datasets (left and inner joins, multi-step joins) with a filter rail and clear fan-out warnings, so you can build dashboards on the combined result.
• A Knowledge Base for your whole team. Browse and search everything Artie knows, save a chat straight to knowledge, drag cards between lanes to share up to your team or org, bulk-move or delete, and — for admins — govern what's used for training.
• Real PTO, done right. Track multiple time-off types with live balances, automatic monthly accruals, and admin-defined policies. Artie reads your actual balances when you ask.
• Pay-period timesheets. Opt-in pay periods bring period-aware submit, approve/reject, and locking, plus a dedicated manager approvals view — and Artie understands periods too.
• Talk to Artie. Push-to-talk voice lets you ask Artie out loud and hear the answer back.
• Create anything from anywhere in CRM. Spin up a related estimate, proposal, or project straight from a deal, contact, or company — pre-filled and deep-linked — and see it all in a new Related tab with a full Activity log.
• Edit your own profile. Update your details and photo yourself, including from the org chart.

🛠 Improved

• "Accounts" is now "Companies" throughout the app and Artie.
• A faster home base — editable tasks, one-tap "New lead," and tasks that award points.
• Smarter, safer Artie — required fields are enforced per record type (no blank records), you can save a conversation to knowledge, and a new guardrail keeps Artie focused on your business (it won't write code or probe internals).
• More reliable dashboards built from your uploaded data.

🐛 Fixed

• Logins are solid — resolved redirect loops, cached-redirect lockouts, and invite-to-org flows.
• Mobile layouts across the org chart, timesheets, contacts, dashboards, and settings no longer overflow.
• Imports handle split names, messy phone numbers, and PDFs reliably; org-chart image import reads your people correctly.
• Voice no longer double-speaks, goes silent, or blocks the microphone.
• Behind the scenes — fixed database connection drops behind logout-on-deploy and upload failures, and tightened multi-tenant data isolation.

✨ New

• Org chart is now your people hub. Open anyone's profile to set their reporting manager, see and (as an admin) assign their real access role — the same roles as Settings → Team — and invite them to grant access without leaving the page.
• Merge duplicate contacts & companies. A new Merge duplicates tool on Contacts finds records that share a name, email, or phone and folds them into one — relinking their deals and activity.
• Artie does more for you. Ask Artie to "pull up" a deal, contact, or company and it opens the actual record; drop in an org-chart file and it imports your team for you; and Artie can now search the web for news and market info.

🛠 Improved

• Custom roles you create on the Roles page now appear everywhere you assign access.
• Faster, richer dashboards built from your uploaded data.
• Timesheets reorganized: My Timesheets & PTO (enter time + time off) and Timesheet Approvals for managers.

🐛 Fixed

• Reporting-manager hierarchy now builds correctly in the org chart.
• Several login, deploy, and mobile-layout issues resolved.