What's new in Syniq

No notes for this release.

Fixed

• Tender and Renewal cards now move to their new column as soon as a stage change is saved: changing a record's stage in the edit form saved correctly but the card stayed in its old column (showing its old value) until the page was fully reloaded, which made the move look like it had failed.
• "Send to Tender" / "Send to Renewal" now re-homes a record whose deal moved business unit: if a deal's record was originally filed under a different business unit (for example the deal had no unit when it was first sent), the board for the deal's current unit couldn't show it, yet sending again was refused with "already on the board". Sending the deal again now moves that record into the deal's current business unit — keeping its stage — so it appears where expected.
• Tender and Renewal boards no longer pretend a change saved when it didn't: moves, edits and deletions that the database silently rejected (for example due to access rules) previously reported success; they now show an error. System-administrator accounts and users working across multiple organisations also had board reads and writes pointed at the organisation on their profile instead of the organisation being worked in — the boards now target the active organisation, matching the stage-editor fix in 1.36.1.

Fixed

• Saving process stages no longer fails for system administrators: editing the Sales pipeline, Delivery, Tender or Renewal process stages under Settings → Business Units failed with "Failed to update stages" for system-administrator accounts, and the editor showed no existing stages. Stage changes are also now saved into the organisation you are actively working in, rather than the organisation on your profile — previously an account whose profile pointed at a different organisation would silently write stages to the wrong one (or be blocked entirely).

Changed

• Deals sent to Tenders or Renewals keep their documents, quotes and activity: clicking a card that came from a sales deal now opens the full deal view — with its Activity, Quotes and Documents tabs — instead of the small edit form, so files saved on the deal stay at hand while the bid or renewal progresses. The edit form is still one click away via the Edit button in that view, and cards created directly on the board open the edit form as before.

Fixed

• The "All units" view of the Tenders and Renewals boards now shows records from every business unit: previously it only showed records that had no business unit, so tenders or renewals belonging to a specific unit (e.g. Cyber) were missing from the combined view. The combined view now merges each unit's stages into a single set of columns and lists every record under the matching stage, whichever unit it belongs to.

Fixed

• Deals sent to Tenders or Renewals now appear on the board for the right business unit: the Tenders and Renewals boards now follow the business unit you have selected (the same one used across the rest of Sales), instead of always showing the global view. Previously, sending several deals from a business unit's pipeline to a board would file them correctly but the board showed none of them, and trying again reported the deal was "already on the board".

Added

• Send a deal to Tenders or Renewals: a deal's actions menu in the Sales pipeline now has Send to Tender and Send to Renewal. Either one creates a matching card on that board — carrying over the deal's name, account, value and target date — while the deal stays in the pipeline. Sending the same deal to the same board twice is prevented.

Added

• Distributors in Account 360: accounts can now be marked as a Distributor alongside (or instead of) Client and Vendor — a company can hold any combination of the three roles. Distributors show a cyan badge, get their own "Distributors" tab in Account 360, and (like vendors) sync to QuickBooks as a vendor record.
• Company logos in Account 360: upload a logo for any account from the New/Edit account form. The logo appears on the account card and detail panel in place of the initials, giving each client, vendor or distributor a recognisable brand.
• Tender and Renewals process boards: two new Kanban boards under Sales — Tenders and Renewals — let you move bids and contract renewals through their own stages, with a value and target date on each card. Configure the stages for each business unit under Settings → Business Units → Tender Process / Renewals Process; the Cyber unit comes with a tailored set of stages out of the box.
• Two-year renewal cadence: contract renewals can now be set to repeat every 2 years ("biennial"), alongside the existing monthly, quarterly, every-6-months and annual options.

Fixed

• Adding a vendor for a company that's already a client no longer creates a duplicate: because clients and vendors are the same record in Syniq, adding a vendor whose name matches an existing client now switches that company on as a vendor instead of creating a second copy that showed up as a duplicate in Account 360.
• QuickBooks vendor sync no longer duplicates companies you already have: pulling vendors from QuickBooks now recognises a company you already hold (as a client or vendor) and updates that record, instead of adding a second one. Customer changes made directly in QuickBooks now flow back into Syniq too (previously they were ignored until the next full pull). Matching is now tolerant of capitalisation and punctuation/suffix differences ("Acme (Pty) Ltd" vs "Acme Pty Ltd").
• A company that is both a customer and a supplier now stays a single record: previously, syncing a company that is both a QuickBooks Customer and a QuickBooks Vendor (or Distributor) could overwrite one link with the other, which broke invoice or purchase-order attribution and could spawn a duplicate. Syniq now stores the customer and vendor QuickBooks links separately on the one Account 360 record, so a dual-role company keeps both connections intact.

Fixed

• A vendor's address would not save from the Accounts 360 screen: editing a vendor's address there reported "Account updated" but the address reverted to its previous value on reopen. The address is now stored where the vendor record reads it, so changes persist.
• QuickBooks created duplicate clients instead of linking to existing ones: connecting QuickBooks (or creating a client while it was connected) could produce a second copy of a client that was already in Syniq or QuickBooks. Syniq now recognises a client by its QuickBooks link first — matching on the QuickBooks ID, then on name regardless of capitalisation — and reuses the existing record instead of making a duplicate. Newly mapped clients now also carry their QuickBooks ID, so later invoices no longer re-create the customer in QuickBooks.

Fixed

• Dashboard upgrade & pricing links led to a "page not found": the pricing links on the team-management screen, the member-invite dialog and the plan-upgrade prompts pointed to a page that no longer existed and returned a 404. They now open the pricing page correctly.

Fixed

• Saving a Jira mapping to a custom field failed: mapping a Jira field to one of your own custom fields was rejected with "Invalid request body". The save now accepts custom-field (metadata) targets, not just the built-in ticket fields.

Fixed

• "Add Field" button on Custom Fields was invisible: the button rendered with no background colour against the white panel, so there appeared to be no way to add a custom field. It's now visible. (The field's description text also no longer wraps awkwardly.)

Added

• Custom Fields reachable from Support settings: open Support → Settings → Configuration → Custom Fields to manage your ticket custom fields — previously it was only linked from the Jira mapping screen.

Changed

• Searchable Jira field picker: when mapping a Jira project's fields to Syniq ticket fields, each field selector is now a searchable, alphabetically-sorted list — type to find a field instead of scrolling through hundreds of fields in no particular order.

Added

• Custom fields on support tickets: define your own ticket fields under Support → Settings → Custom Fields — give each a label, a type (text, number, yes/no, date or JSON) and whether it can be filtered on. They show up on the new/edit ticket forms and in a ticket's details.
• Alert details on tickets: tickets can now carry an external alert ID, alert type, severity score and the original alert time. Enter them on the ticket form, or have them filled in automatically from Jira — they appear in a dedicated "Alert Details" panel.
• Map Jira fields to more ticket fields: when mapping a Jira project you can now send Jira fields to severity, the new alert fields, or any custom field you've defined — not just subject, description and priority. Fields you define appear as mapping targets automatically.
• Filter and sort tickets by alert data: the tickets list can now be filtered by status, alert type and severity, limited to a minimum severity score, and sorted by highest severity score.

Fixed

• Clearer error when connecting Jira fails: if the server can't reach your Jira site when you connect, you now see a specific message ("Jira didn't respond in time — the server couldn't reach Atlassian. Check the site URL and try again.") instead of an opaque parsing error, and the connection check now fails fast instead of hanging.

Changed

• Library is now one shared drive: you no longer have to pick a business unit before you can see your files. Open the Library and everyone in your organization sees the same folders and files by default — just like a normal shared drive. (Existing documents that were filed under a business unit are now visible to the whole organization; restrict any folder you want to keep private using the new option below.)

Added

• Restrict a folder to specific people: open a folder's ⋯ menu and choose Manage access to limit who can see it. Turn on "Restrict to specific people" and pick the members who should have access — the folder and everything inside it then stays hidden from everyone else. The folder's owner and your organization's admins always keep access, and restricted folders show a small lock on their tile. Only a folder's owner or an admin can change who can see it.
• Your own Trash: the Library's Trash now shows the items you deleted (admins can still see everything), so deleting from a private folder no longer reveals its file names to others.

Fixed

• Deals table fits the screen: a long deal name now wraps onto two lines and every column keeps a set width, so the deals table fits within the page instead of one long name stretching the first column and pushing Value, Stage, Account, Close Date and Probability off the edge. On narrow screens the table still scrolls sideways rather than squashing the columns.

Added

• Duplicate-account warning: when you create a client or vendor whose name matches one you already have (in Accounts 360 or in Accounting › Clients), the app now flags the possible duplicate and asks you to confirm before creating a second record — helping stop duplicate master records from piling up.

Changed

• Accounting client profile shows compliance details: a client's profile (Accounting › Clients) now displays its registration number, VAT/tax ID, risk profile, and credit limit alongside the contact and billing details.

Fixed

• Accounts 360 — editing and deleting a client now works: each account card's actions menu (⋯) is now always visible instead of only appearing on hover, so you can reach Edit and Delete directly. Opening Edit or Delete no longer triggers the account info panel to slide in over the dialog.
• Deals page now fits the screen: a wide deals table now scrolls sideways within the page instead of being cut off at the edge, so you no longer have to zoom your browser out to see every column.

Added

• Workspace settings & automatic daily briefing: the Workspace now has its own settings (open the gear at the bottom of the left menu). You can turn on a daily briefing notification and choose what time it arrives — in your own timezone — which now sends automatically rather than only when you press "Generate digest". Pick which work it summarises (jobs, project tasks, checklist to-dos, support tickets, approvals) and skip it on weekends. You can also flag to-dos and jobs due within a chosen number of days as "Due soon" on the Workspace, set whether the calendar week starts on Sunday or Monday, show or hide completed to-dos, and choose a 12- or 24-hour time format. All of these are personal to you.
• Richer Support overview: the Support dashboard now packs in far more at a glance — a status breakdown (open, in progress, resolved, closed), an operational-health snapshot (open backlog, unassigned tickets, SLA breach rate, and tickets resolved in the last 7 days), a 14-day inbound-volume chart, a priority mix, the accounts generating the most open tickets, and the latest customer-satisfaction feedback — alongside the existing headline metrics and recent tickets, replacing the previous empty space.
• Loading placeholders across Marketing: the Marketing dashboard, Campaigns, and Social planner pages now show a layout-matched skeleton (the page's KPI tiles, charts, cards and tables in placeholder form) while data loads, instead of a blank screen.
• Loading placeholders across Executive: the Executive Overview, Strategic KPIs, Revenue Pipeline, Strategic Initiatives, Human Capital, Financial Health, business-unit dashboard, and Reporting Hub pages now show a layout-matched skeleton (the page's KPI tiles, charts, panels and tables in placeholder form) while data loads, instead of a blank screen.
• Loading placeholders across Sales: the Sales Intelligence dashboard, Leads, Accounts, Contacts, Deals, Pipeline, Approvals, and Settings pages now show a layout-matched skeleton (the page's KPI tiles, charts, board columns, tables and panels in placeholder form) while data loads. The placeholders now match the refreshed page design, the Approvals and Settings screens show one for the first time, and motion is automatically reduced for users who prefer less movement.
• New Library app — your document repository: A new Library app lets each business unit store and organise documents in folders, nested as deeply as you like. Upload files by dragging them in or with the Upload button, then move, rename, preview (PDFs and images open right in the app), search by name, and download them. Deleting sends items to a Trash you can restore from — or empty permanently — and folders restore with everything inside them. You can create time-limited links to share a single file with people outside your organisation, copy or revoke those links at any time, and set the default link lifetime (and how long Trash is kept) in the Library's settings. Files are stored privately and only ever reachable through short-lived, secure links.
• Report a bug or request a feature from the app: the account menu (top-right) now has an expandable Get Help section with three options — Email support, Submit a bug, and Request a feature. The bug and feature options open a quick form (a short title and a few details) and send your message straight to the Syniq team, so you can flag an issue or suggest an idea without leaving the app or opening your email.

Changed

• Redesigned Apps home (Command Center): the apps home page is now a colour-coded launcher that fits all your apps in a four-across grid, with each app given its own accent colour and icon so it's quicker to spot and open at a glance. A welcome line shows today's date, how many apps are live, and your current business unit. The left navigation menu is now available right on this page too — tucked away as a slim icon rail by default so the apps stay the focus, and expandable whenever you want the full menu — so you can jump straight into any section without opening an app first.
• Snappier Library: creating a folder or uploading files in the Library now appears instantly while the change saves in the background, instead of waiting on a round-trip to the server before anything shows. Renaming, moving, deleting, and restoring update immediately too, and several files now upload at the same time rather than strictly one after another.
• All settings in one place: Your account, organisation, business units, security, and every app's settings now open in a single pop-up window reachable from anywhere — click your name in the top-right and choose Settings or My Account, or use the gear at the bottom of the left menu to jump straight to the current app's settings. The window remembers which section you're on in the web address, so you can bookmark or share a link to a specific section and use your browser's Back button to close it. Get Help and What's New (the changelog) now live in that same account menu, and the top bar is tidier with those links moved out of it.
• Refreshed design across every app:
  • All apps (Accounting, Executive, Sales, Marketing, Operations, Support, Settings and the Apps home) now share one modern visual language: clean white cards, calmer typography, and consistent buttons, forms, tables and status badges.
  • Status indicators are now consistent colour-coded badges everywhere — green for active/paid, gold for drafts and pending items, red for overdue or failed.
  • Faster, subtler animations throughout, with motion automatically reduced for users who prefer less movement.
  • The Sales Intelligence dashboard — its eight headline metric tiles, revenue chart, recent-deals list, lead outreach queue and deal follow-ups — now matches this design, with deal and follow-up status shown as colour-coded badges and clearer hover and keyboard focus states throughout.
  • The Sales Contacts and Accounts lists now match this design — the contacts table, its search and filter controls, the account cards, and their status badges and row actions — with clearer hover and keyboard focus states and account cards now openable by keyboard.
  • The Sales create and edit forms (leads, deals, accounts, contacts, and activities) now match this design — refreshed fields, labels and buttons, clearer keyboard focus states, every field properly labelled for screen readers, and the New Lead and Edit Lead forms now display in readable light styling instead of inheriting a dark panel.
  • The Sales account and deal detail panels — including their Overview, Contacts, Deals, Activity, Quotes and Documents tabs — now match this design, with colour-coded status badges, refreshed cards and buttons, clearer hover and keyboard focus states, and a single close button on the deal panel.
  • The Sales Pipeline board, Deals table, and the Leads, Deals, Pipeline and Accounts page headers now match this design — refreshed kanban columns and deal cards, a refreshed deals table with colour-coded status badges, and modernised page headers, search, filters and action buttons, with clearer hover and keyboard focus states.
• Refreshed navigation: the top bar is now a clean, light frosted-glass navigation bar and the app menu on the left a deep forest-green sidebar, completing the modern look across the whole dashboard. The business-unit picker, global search box, notifications panel and account menu in the top bar have been restyled to match, with clearer hover and keyboard focus states throughout.
  • Settings window: the Organisation, Business Units, Security, and My Account sections of the settings window now match this design — refreshed cards, forms, inputs, the roles and members panels, pending invitations, and status badges — with plainer everyday wording in place of the previous technical labels, and clearer keyboard focus states throughout.
• Settings window now covers every app: the settings window has gained sections for the Workspace and Library apps. The Library's sharing and trash-retention defaults — previously a separate page — now open in the settings window like every other app's settings (existing links and bookmarks still work and open the matching section automatically).
• Workspace is now its own app: the personal Schedule & to-do panel that used to slide out from the top bar is now a full-page Workspace app, with its own entry in the left sidebar (and a card on the Apps home). It uses the full width of the screen — your calendar, checklist, active project tasks, and the agenda of jobs, tickets and approvals that need you are shown side by side, with at-a-glance counts across the top — instead of a narrow drawer. The top-bar calendar button and the daily-briefing notification now open this page.
• Tidier left menu: the menu no longer repeats the "Syniq Business OS" label at the top, since the logo in the top-left already identifies the product. The Library now sits pinned at the top alongside Workspace for one-click access — its settings open from the gear at the bottom of the menu rather than as a separate menu item.
• Full-width pages: every app page now uses the full width of the screen, with page headers spanning edge to edge, instead of sitting inside an inset, off-white panel that left empty margins down the sides.
• Simpler metric tooltips: hovering over a figure on the Executive, Finance, Operations, Marketing and Support dashboards now shows a short plain-language description of what it measures. The previous "data lineage" view — a toggle and diagram that exposed internal database table and view names — has been removed.
• Contact support opens an email: the "Contact support" link on the Apps home now opens a pre-addressed email to support@syniqsolutions.co.za instead of navigating to the Support section.
• Refreshed design across Support: completed the modern redesign of the Support app — the dashboard metric tiles and recent-tickets table, the main tickets table and ticket detail view, the knowledge base table and article reader/editor, and the customer feedback list, plus the new-ticket, edit-ticket, push-to-Jira, new-article and record-feedback dialogs — bringing them in line with the rest of the app. The ticket row menu and the dropdowns and pickers inside support dialogs now render in readable light styling, and the dashboard tickets table uses the same colour-coded status and priority badges as the rest of the support app.
• Refreshed design across Marketing: completed the modern redesign of the Marketing app — the dashboard metric tiles, campaign performance cards, the growth and revenue-attribution charts and the activity feed; the campaigns table with its performance view and create/edit dialog; the social planner (list and calendar views, the filter panel and the new-post dialog); and the leads table and lead profile. The campaign, lead and social-post action menus and the marketing dialog pickers now render in readable light styling, and campaign, lead and social-post statuses use the same colour-coded badges as the rest of the app.

Removed

• The separate full-page Settings and Account screens, and each app's standalone Settings page, have been replaced by the new settings window. Existing bookmarks still work — they open the matching section of the new window automatically.
• The "Take a Tour" buttons in the settings window's QuickBooks sections have been removed.
• The Documentation and Tutorials links on the Apps home have been removed for now — they pointed to outdated content; refreshed versions are on the way. The Contact support link remains.

Fixed

• Library preview: previewing a document now opens in a near-full-screen window instead of a small box, so PDFs and images are large enough to read.
• Executive charts: the Finance chart axis now shows month names instead of numbers, and the Net Income chart displays data again.
• Report builder: choosing a metric in the block properties panel now works (it previously produced an "Invalid metric field" error), charts group values correctly, and the Raw Data Explorer section can be opened.
• Business unit dashboard: opening a business unit from the home page "View" link now shows that unit instead of the previously selected one.
• Leads: the conversion rate no longer shows "Infinity%" when there are deals but no leads.
• Pipeline settings: loading or deleting pipeline stages now shows a clear error message instead of failing silently.
• Client and vendor websites: links saved with http:// now always open securely over https://.
• Operations settings: if your job-archiving preferences fail to load, you now see a clear error with a retry option, and saving is disabled until they load — so a temporary glitch can no longer overwrite your saved settings with defaults. The inactivity period now has a maximum and flags out-of-range values.
• Team: a team member's activity panel no longer spins forever when its history can't be loaded — it now shows a clear message. Performance figures and skills that haven't been set show a dash instead of made-up placeholder numbers and skills, and performance fields now flag out-of-range values.
• Operations reports: downloading a report now opens the file reliably, and oversized files are caught before upload with a clear message instead of the 15MB limit being mentioned but not enforced.
• Job renewals: completing a recurring renewal now advances it to the next cycle instead of clearing the renewal date.
• Jobs list: the row actions menu now opens with readable light styling instead of a dark panel.
• Executive dashboard: completed the modern redesign of the Overview's headline KPI tiles (revenue, active deals, marketing ROI, burn rate) and the financial performance chart, the "where does this number come from" data-lineage explainer dialog and its hover tooltips, and the dashboard export and quick-action menus — bringing them in line with the rest of the app, with the menus and the data-lineage dialog now rendering in readable light styling instead of a dark panel.
• Governance snapshots: the saved-reports table and the snapshot preview dialog (in Executive → Reporting Hub) now match the rest of the app, and the dialog renders in readable light styling instead of a dark panel. Its PDF and Excel export buttons are disabled until the snapshot has finished loading, and the preview and its PDF/Excel exports now show your organisation's currency symbol instead of always showing Rand.
• Accounting — invoices, expenses, quotes & items: completed the modern redesign of the invoices table and detail panel, the new-invoice and log-expense forms, the items catalogue, statements of account, the quotes, ledger and reports screens, the "send by email" dialog, and the purchase-order action menu and delete confirmation — bringing them in line with the rest of the app (white cards, consistent buttons, forms and status badges).
• Deleting a purchase order now asks for confirmation in a styled dialog with a clear in-progress state, instead of a plain browser pop-up.
• Loading placeholders across Accounting: every Accounting page — dashboard, invoices, expenses, items, quotes, purchase orders, clients, vendors, ledger, reports, settings, and the client/vendor profiles — now shows a layout-matched skeleton (the page's cards, tables and headers in placeholder form) while data loads, replacing the previous assortment of spinners and blank screens with one consistent pattern.
• Invoice details: the tax line now shows the actual calculated tax amount instead of a placeholder, so the totals breakdown adds up; changing an invoice's status now updates the list immediately without a manual refresh.
• Currency display: statements of account and the QuickBooks expenses view now show your organisation's currency everywhere instead of always assuming US dollars, and no longer display "$NaN" when an amount is missing.
• Report exports: exporting a financial report now reflects the report you're actually viewing (correct title and file name) and works for the built-in reports too, instead of always producing a blank "Profit & Loss" file.
• Action menus & pickers: the invoice and expense row menus now render in readable light styling instead of a dark panel, dead "Download PDF"/"Send Reminder" placeholder items were removed, and the currency and account pickers now display correctly when opened inside dialogs.
• Quotes: deleting a quote now removes it from the list straight away.
• Client profile: the Project column on a client's invoices now shows the linked project instead of always being blank.
• Sales account & document links: a customer website or attached-document link saved with http:// now opens securely over https:// from the account and deal panels.
• Support & Marketing fixes: a customer's feedback name now displays correctly (falling back to their email, then "Unknown") instead of showing "null"; Client 360 search no longer fails when an account has no name; errors when saving feedback or knowledge base articles now appear as in-app notifications; deleting a campaign, lead or social post now asks for confirmation in a styled dialog and a failed social-post save shows an in-app notification; and a campaign's status now shows its real label (Paused, Planned, Completed) with a dash when the leads figure isn't available.
• Report library: the Purchase Orders, Feedback (CSAT) and several other report building-blocks and presets that previously showed "Data unavailable" now load correctly, time-based charts group by month as their titles indicate, and preset names match what they actually total.
• Workspace: the "Generate digest" button now reliably creates your daily briefing notification and confirms when it's done — it previously reported success without creating anything — and dismissing a notification now sticks instead of reappearing on your next visit.
• Statements of account: the downloaded PDF/Excel total now matches the closing balance shown on screen.
• Quotes: the downloaded quote now lists shipping as its own line and shows a subtotal that matches the items listed.
• Library uploads: a failed upload no longer leaves an unusable file behind that blocked re-uploading a file with the same name, and the share dialog no longer lists already-expired links as active.
• Sales forms: errors and confirmations on the create/edit forms (leads, deals, accounts, contacts, activities) now appear as in-app notifications instead of plain browser pop-ups.

Security

• Spreadsheet exports: values that begin with =, +, -, or @ are now escaped before being written to any exported spreadsheet (accounts, financial reports and lists), so a malicious account, client or category name can't run as a formula when the file is opened.
• Safer Library share links: files shared by public link now always download rather than opening in the browser (images still preview inline), and risky file types such as HTML, SVG and scripts can no longer be uploaded — closing a cross-site-scripting risk on shared links. External share links are also capped at 30 days, and an expired link is no longer listed as active.
• Library access: Library settings can now only be changed by owners and admins, and the active business unit is verified against your access before any Library content is shown.
• Member permissions can now only be viewed or changed for people in your own organisation — enforced both in the app and at the database level — closing a gap where an owner or admin could affect another organisation's members.
• Executive reports: the report data and Raw Data Explorer now re-check on the server that you have Executive access, so they can't be reached by someone who lacks it.
• Vendor documents are now explicitly scoped to your organisation as an extra safeguard, matching how vendor purchase orders and history are already protected.
• Lead score recalculation now determines your organisation on the server from your signed-in account instead of trusting a value sent by the browser — an extra safeguard against cross-organisation access.

Accessibility

• Keyboard and screen-reader support improved across all apps: app cards are real links, icon-only buttons are labelled, form fields are properly associated with their labels, focus is clearly visible, status badges meet colour-contrast requirements, the account menu closes with Escape and restores focus, command-search supports arrow-key and Enter navigation, and report-builder blocks can be moved, resized and deleted with the keyboard.

Fixed

• Lead status: Changing a lead's status to "Customer" (or "Lost") from the lead detail panel no longer fails with an error — the status now saves correctly.

Added

• Download documents as Excel: When your organisation uses a custom Excel template for quotes, invoices, purchase orders, or statements, you can now download the filled-in Excel file directly — alongside the existing PDF download. The spreadsheet keeps every line, box, and bit of formatting from your template exactly as designed, avoiding the layout loss that can happen during PDF conversion. The "Download Excel" option appears only for document types that have a custom template set.

Fixed

• Password reset (admin-initiated): Reset links an administrator sends from Members → Reset password now open the "set a new password" screen. Previously these links always showed "Invalid or Expired Link" no matter how many times you tried — they now work on any device or from within your email app.
• Password reset: The "set a new password" page now explains why a link didn't work — expired, already used, or invalid — instead of always showing the same generic message.
• Password reset (temporary password): After an administrator issues a temporary password, setting your new password now takes you straight into the workspace. Previously it could bounce you back to the "set a new password" screen on a loop.

Fixed

• Password reset:
  • Reset-password links now open the "set a new password" screen instead of dropping you back on the sign-in page. Links work even when opened on a different device or from within your email app.
  • The sign-in page now explains why you landed there (e.g. an expired reset link or a timed-out session) instead of failing silently.

Fixed

• Add Contact on Purchase Orders:
  • Fixed adding a new contact for a vendor while creating a purchase order — it now links correctly to the vendor instead of failing.

Added

• Purchase Order Tax, Discount, Shipping & Contacts:
  • Purchase orders now capture a VAT/tax percentage, discount, and shipping amount, with a live totals breakdown on the create/edit form.
  • Added per-PO contact details (name, email, phone), an end user, and a customer reference — with a vendor contact picker and an inline "add contact" option.
  • These details, along with the vendor's VAT/registration number and address, now flow through to the generated purchase-order PDF and email.

Changed

• Refreshed Apps Home:
  • Restyled the Apps home cards with clearer live and coming-soon states.

Fixed

• Exchange Rate Field:
  • The FX rate field no longer errors when a rate can't be fetched, prompting manual entry instead.

Added

• Company Name on Leads:
  • Leads can now capture a company name in the add/edit form, shown as a dedicated column in the leads list for easier tracking.
  • When a lead is converted to a deal, the new account is named after the company (falling back to the person's name when no company is set).
• Documents on Deals:
  • Added a Documents tab to the deal detail view for uploading and linking files to a deal and its client.
  • Toggle between "This Deal" (documents tagged to the current deal) and "All Client Docs" (every document on the client), with one-click tagging or untagging of existing client documents to the deal.
• Job Archiving:
  • Completed or cancelled jobs can now be archived to keep the active jobs list focused, with an Active/Archived toggle to switch views and one-click restore.
  • Jobs can be archived automatically after a configurable period of inactivity, controlled by a new auto-archive setting (enable + days) under Operations → Settings.

Changed

• Roomier Quote Form on Deals:
  • Generating or editing a quote from a deal now opens a full-size centered dialog instead of a cramped panel inside the deal side sheet, so the entire form and all line items are visible at once.

Changed

• VAT Percentage Input on Quotes:
  • Migrated the VAT input field on the quote creation and edit forms from a raw value input to a percentage rate input.
  • Aligned the calculated VAT amount preview next to the VAT percentage rate input for cleaner interface presentation.

Fixed

• Quote Client Address and VAT Number:
  • Resolved an issue where client addresses and VAT numbers were not pulling through to generated quote PDFs and in-app views for both manually created clients and synced QuickBooks clients.

Added

• Formatted Document Numbers:
  • Implemented comma-separated number formatting for all financial values and quantities in custom Excel document templates and generated PDFs.
• Custom Quote Expiry Token:
  • Added a dedicated block token ({{Expiry_Date_Block}}) for quotes to conditionally display the document's valid-until date.

Changed

• Simplified Item Descriptions:
  • Removed the bracketed SKU prefix from item names in generated documents for a cleaner visual layout.

Fixed

• Document Footer Image Layout:
  • Resolved a visual shifting issue in custom Excel templates where drawing images (such as signature stamps and footers) would float out of place or disappear when there were many line items.
• Tax Calculation Base:
  • Corrected the tax calculation logic for invoice detail sheets and client emails to use the discounted subtotal base, preventing incorrect double-taxation calculations.

Added

• Unique Page Loading Skeletons:
  • Created page-specific loading skeletons for the Sales Overview, Leads, Pipeline, Accounts 360, and Contacts dashboard pages to prevent layout shifts.
  • Implemented React Suspense boundaries across all sales route entries to enable instant route transitions and layout shells.
• Optimized Database Indexes:
  • Deployed database performance indexes to optimize query execution and search speeds for client, deal, and activity logs.

Changed

• Standardized Sales Board and Contacts Redesign:
  • Fully redesigned the Pipeline Kanban board and Contacts listing table to adhere to the tech-noir glassmorphic portal theme.
  • Updated card shapes, hover states, fonts (Outfit and Jura), and contrast ratios across all sales lists.

Fixed

• Pipeline Deal Editing:
  • Replaced the outdated deal modification dialog inside the Pipeline board options dropdown to resolve an indefinite loading state bug.
• Document Token Replacement:
  • Enhanced the Excel document template engine to correctly resolve and replace placeholder tags when generating invoice and quote PDF ledgers.

Added

• Detailed Deals List inside Client Account Profiles:
  • Implemented a complete deals list rendering under the "Deals" tab of the Accounts 360 detail panel.
  • Linked each deal item card to the Deal Details view inline, enabling users to instantly browse a deal's status, notes, pipeline stage, expected close date, and financial value.
  • Added visual cues like custom color-coded indicators for pipeline stages, status pill badges, expected close dates with calendar icons, and formatted deal value numbers.

Added

• Interactive Lead Status Management:
  • Added a status dropdown selector to the Lead Creation and Modification form.
  • Implemented an interactive status pill dropdown directly in the Lead Details view that lets you instantly update a lead's status (New, Contacted, Qualified, Customer, Lost).

Changed

• Premium Lead Management Interface:
  • Redesigned the main Leads list and dashboard to use a modern, glassmorphic dark-accented visual theme.
  • Standardized font styling and sizing across metrics cards and table lists to improve overall readability.

Fixed

• Client 360 Page Date Display:
  • Resolved an error that prevented dates from appearing correctly on the invoice history table inside the Operations Client 360 profile page.

Fixed

• Consistent Date Display Across All App Pages:
  • Resolved a widespread issue where dates shown inside deal cards, activity logs, account timelines, invoice details, payment histories, renewal registers, team member profiles, vendor records, client statements, and project listings would sometimes display in an inconsistent format depending on the browser or device locale.
  • Dates now render identically for all users across every view — including the Sales, Operations, Finance, Accounting, Executive, and Support portals — regardless of regional settings.

Added

• Secure Account Deletion Flow:
  • Introduced a secure deletion sequence for client and vendor accounts on the Accounts 360 page.
  • Added a destructive confirmation dialog that requires explicitly typing "DELETE" to prevent accidental data loss.
  • Implemented automatic safety checks that prevent deleting accounts with associated active operational jobs, sales opportunities, or billing invoices.

Fixed

• Account Filters and Role Badges:
  • Corrected issues on the Accounts 360 page where clicking the "Clients" or "Vendors" filter tabs showed all accounts instead of filtering by their active roles.
• Account Detail Dialog Role Checkboxes:
  • Resolved a bug where opening the edit account dialog would display incorrect checked/unchecked states for Client and Vendor checkboxes.

Changed

• Dual Client and Vendor Roles:
  • Redesigned Account Creation and Editing forms to support assigning both Client and Vendor roles to a single account independently.
  • Added visual tags for both Client and Vendor roles side-by-side on account cards.

Fixed

• Visual Account Duplicates:
  • Resolved visual duplicates on the Accounts 360 page by cleaning up mismatched account records.
• Role Filtering and Searching:
  • Corrected search and filter functionality so selecting the "Clients" or "Vendors" view displays only accounts matching those specific criteria.

Fixed

• Platform Build Stability:
  • Fixed a critical initialization bug inside client and partner database services that caused system compilation errors and interrupted the automated testing and deployment pipeline.

Fixed

• Client and Account Email Validation:
  • Relaxed email address validation on the main company profile in both Sales and Operations portals. Comma and semicolon-separated billing and company email addresses are now fully supported, resolving validation blocks when saving edits on records containing multiple emails.
• Detailed Form Validation Feedback:
  • Re-engineered creation and modification forms across Sales and Operations portals to display clear, precise, and user-friendly error messages (e.g. specifying exact fields and incorrect patterns) instead of generic "Validation failed" alerts.
• Quick-Change Status Selection on Account Cards:
  • Resolved an issue that blocked changing client statuses directly from the dashboard card dropdown menu. Changing status is now fully functional and correctly updates the account type classifications in the background.

Added

• Manual Renewal Completion Actions:
  • Introduced a prominent "Complete Renewal" button in the project details view, and a quick checkmark complete action on the renewals register table, letting team members archive or advance renewals in a single click.
• One-Off Renewal Completion Dialog:
  • Created a styled prompt for completing one-off (non-recurring) renewals. Users can choose to either end the renewal tracking entirely or pick a custom date to reschedule the next one-off cycle.
• Automatic Deal Activity Logs:
  • Enabled automatic activity log generation in the Sales portal deal feed whenever a renewal is completed—either manually or automatically via accepted quote cycles—keeping all customer communications and histories in sync.

Changed

• Real-Time Client Updates:
  • Re-engineered page refreshing so that completing a renewal instantly updates all active dates and configurations on the screen without needing to reload the page.

Fixed

• Dropdown Search Bar & Keypress Registers:
  • Resolved a focus conflict between Radix overlay modules. Standardized internal package versions to prevent nested modal focus scopes from stealing input keypresses. Typing inside the Currency Selector and Account Picker search fields now works properly inside all dialog boxes.

Fixed

• Modal Dialog Centering & Positioning:
  • Fixed a critical positioning issue where operational forms (including the "Link/Upload Document" dialog, new job forms, activity logs, delete confirm boxes, and quote generators) would render completely off-screen or out of view on longer pages. All modal windows now center perfectly in the middle of the browser viewport.

Fixed

• Document Portal Layout polish:
  • Restructured the document upload and linking dialog inside the task and project views. Form headers and action buttons are now locked in place, and smooth scrolling has been enabled on the central content panels, preventing layout truncation on short laptop screens.

Fixed

• Account and Currency Picker Dropdowns:
  • Fixed an issue where typing inside the search bar of the Currency Selector or Account Picker dropdowns would fail to register keypresses when opened inside modal form windows.
  • Resolved a scrolling bug that blocked mouse wheel/trackpad scrolling within long picker lists, enabling full scrolling without having to manually drag the scrollbar.

Fixed

• Form Windows and Selection Dropdowns:
  • Fixed an issue where client-facing forms (such as new vendor registration and opportunity editing windows) would occasionally fail to display selection dropdown lists or block the screen when clicked.
  • Corrected form keypress responses so that pressing the Escape key closes only the active dropdown selection rather than closing the entire form window.

Changed

• Invoice Dialog Layout Upgrades:
  • Redesigned the Create and Edit Invoice forms to adopt a premium docked layout. Input fields now scroll gracefully within a clean inner container while headers, client details, and action buttons remain visible on the screen, preventing page truncation.

Fixed

• Resolved Project Job Editing:
  • Fixed an issue where the Edit Job button inside the operational project portal did not react, allowing the job details edit form to open correctly.
• Visual Dropdown Overlays:
  • Resolved a layout bug in overlay windows where dropdown pickers (including client account selection and currency selectors) were rendered underneath the parent dialog container, ensuring they display on top and remain fully clickable.

Changed

• Overhauled Sales Overview Page & Dialogs:
  • Completely redesigned the sales overview board, CRM metric summaries, and deal stages lists to use the premium deep-forest, mint, and sage aesthetics.
  • Upgraded standard input fields, dropdown selections, calendar triggers, and form boundaries inside opportunity managers and activities logger sheets to follow clean spatial layouts, rounded corners, and smooth click physics.
  • Swapped out the technical tabbed metadata tooltips on KPI cards for simple, high-contrast, plain-text explanation cards that display calculation definitions clearly on hover.
• Platform Tooltip Optimizations:
  • Re-engineered platform tooltips to use native interactive triggering, ensuring that hover popups show up instantly and reliably across all major web browsers.
  • Fixed a visual issue that caused tooltip cards to display as semi-transparent, restoring solid opaque background colors and crisp borders for maximum readability.

Fixed

• Resolved Interface Freezes:
  • Fixed a critical rendering issue where opening opportunity forms caused infinite screen refreshes and completely froze the application.
• Centered Viewport Dialogs:
  • Resolved a scrolling issue where opening modals and details panels forced the entire browser window to scroll to the bottom of the page, keeping overlay dialogs centered and fully visible in the active viewport.
  • Corrected an issue where invisible closed dialogs remained in the center of the screen, blocking clicks on underlying page items.

Fixed

• Invoice Interface Improvements:
  • Resolved a critical issue where closing the invoice details panel would occasionally freeze the entire screen and block user clicks.
  • Fixed the invoice details view so that the edit button successfully opens the edit dialog without any visual blocks.
  • Added robust protections inside the edit invoice dialog to prevent crashes when loading invoices that have custom or invalid due dates.
• Visual & Layout Fixes:
  • Restored proper layout and clean rendering for the Operations productivity boards.

Changed

• Upgraded Interactive Tooltips:
  • Overhauled tooltips globally across all platform buttons and interactive controls to offer smoother, faster responses on hover or focus.
  • Introduced premium, hardware-accelerated animations that scale and fade tooltips in and out, enhancing the visual flow.
  • Ensured full compatibility across all major web browsers so that tooltips render consistently.

Fixed

• Improved overall application stability, performance, and security across operational views and session controls.

Added

• Dedicated "My Tasks" Page:
  • Introduced a personal task management portal within the Operations Hub, allowing team members to view, track, and manage their assigned jobs and custom task checklists.
  • Enabled direct task document uploads and checklists interaction from the task list.
• Dynamic Account Document Integration:
  • Added a new "Documents" tab inside the customer detail profile under Sales Accounts 360, consolidating all uploaded files and attachments associated with each client.
  • Implemented automatic client-association logic where new files linked to operational jobs are automatically made available on the client's master profile.
  • Added a search selector to instantly link existing client documents to active jobs without re-uploading files.

Changed

• Overhauled Operations Dashboard:
  • Re-engineered the entire dashboard shell and user-interface layers to use a modern, cohesive deep-forest and sage aesthetic.
  • Upgraded data calculation info boxes to high-contrast, light-mode hover cards that instantly clarify calculations.
• Operations Team View Redesign:
  • Redesigned member profiles, utilization meters, and task distributions into transparent glass-panel widgets with status-coded indicator lights.
  • Optimized dialog menus, performance overriding panels, and specialized skill tags to use clear typography, rounded buttons, and active scale animations.
• Global Contrast & Visual Enhancements:
  • Fixed resting and hover contrast issues for action buttons across the platform, improving visual legibility and satisfying high-contrast usability metrics.
  • Ensured all popovers, comboboxes, dropdowns, and dialog forms render cleanly in standard light-mode regardless of system dark-mode preferences.

Removed

• Technical Data Lineage Menu Toggle:
  • Streamlined the operations dashboard by removing the complex technical lineage settings trigger from the main toolbar.

Added

• Operations Reports Metadata Editing:
  • Introduced an inline edit drawer (slide-over panel) next to each operations report. Allows team members to easily update report titles, modify associated clients and active projects/jobs, choose reporting periods, and refine summary descriptions.
• One-Click Quick Status Transitions:
  • Replaced static report status badges with interactive pills. Clicking a status pill reveals a clean dropdown menu to instantly transition reports between Draft, Final, and Approved stages in a single click, complete with real-time feedback and processing indicators.

Changed

• Contrast & Accessibility Enhancements:
  • Upgraded inactive text and icon contrast ratios globally across the main platform header to meet WCAG AA standards. Elevated Resting Navigation Link opacity to 65% (4.6:1 contrast ratio) and resting action icons (Calendar, Help) opacity to 55% (3.8:1 contrast ratio).
  • Swapped out standard low-contrast sage green elements for a deeper shade (text-sage-700, #507767) inside the apps Command Center grid page, card launch buttons, documentation links, and icons to achieve a fully-compliant 5.13:1 contrast ratio.
  • Replaced the low-contrast gold text with deep gold (#9A7D2C) on the "Coming Soon" badge, providing excellent readability.

Fixed

• Account 360 Segregation:
  • Fixed client and vendor filtering to correctly show separate lists when toggling between tabs on the Account 360 page and across the Sales and Accounting modules.
• Role Conversion Stability:
  • Upgraded client-to-vendor and vendor-to-client conversions to seamlessly toggle roles without breaking any historic data links, preserving existing company records, attachments, and all business documents.

Changed

• Polished Mission & Activity Interfaces:
  • Overhauled the Task Time Logging dialog ("Mission Log Ledger") and the Add Activity dialog ("Log Activity") to use the new modern styling guidelines, updating typography, improving border contrast, and providing smoother interactive selectors.

Fixed

• Workspace Access & Permissions:
  • Resolved an issue that prevented users from creating new tasks, logging task time, or updating operations reports due to outdated workspace access permissions.
• Task Time Logger Stability:
  • Resolved a system crash when opening the task time logger due to a missing internal utility reference.

Added

• Secure Deletion Authorization:
  • Added a high-fidelity visual confirmation popup for deleting active job records. Requires typing the word "DELETE" explicitly in matching casing to authorize irreversible job deletions, preventing accidental project data loss.

Changed

• Operations Hub Header Redesign:
  • Replaced standard flat card widgets and summary lists with sleek, transparent glassmorphic summary metric cards.
  • Upgraded the workspace layout selectors and custom download/export buttons with active button transitions and responsive animations.
  • Polished form dialog structures inside member checklists and assignment selectors to preserve visibility and reading contrast.
  • Increased legibility and text sizes for standard instructions, descriptions, and buttons inside delete menus.

Fixed

• Real-Time Data Sync & Event Handlers:
  • Resolved dropdown click-conflict issues when triggering delete options from table lists and board views, ensuring menus close smoothly without locking page interactions.
  • Fixed pre-existing data-cascade and automatic page refreshing patterns when deleting records.

Added

• Manual Job-to-Deal Linking:
  • Enabled linking manually created jobs directly to pre-sale deals when initiating or updating a job record. This ensures all historical deal notes, calls, and meetings instantly cascade to the job's activity timeline.

Fixed

• Dynamic Deal Options for Manual Jobs:
  • Resolved a bug on the full-page job details view where logging project activities showed an empty list under the deal selection dropdown for manually created jobs. The dropdown now dynamically loads correct active deals related to the client.

Security

• System Reliability Patch:
  • Upgraded the core engine components to the latest secure version to prevent potential instability and optimize platform caching operations.

Security

• Flexible Browser Security Policy:
  • Implemented a starter Content Security Policy (CSP) that safeguards user sessions and data against browser-based injection threats.
  • Enabled active violation reporting to safely monitor and log any potential security warnings in the background without affecting application features.

Added

• Unified Activity Timeline Cascade (Leads, Deals, Jobs, & Clients):
  • Promoted Leads now automatically clone and copy all historic communication histories (calls, meetings, emails, and notes) to the newly created Deal.
  • Jobs created from Deals dynamically cascade and show all historic deal-negotiation interactions on their timelines from day one.
  • Added support for logging, editing, and deleting activities directly on Job detail profiles, which automatically roll up to their associated Deal and Client/Vendor timelines.
  • Overhauled Client and Vendor timeline panels with interactive activity logs, allowing teams to log calls, emails, and notes directly from consolidated profile views.

Changed

• Dynamic Relation Auto-Resolution:
  • Upgraded the sales activity engine to automatically resolve parent client, contact, and deal relations if they are omitted during activity logging.

Fixed

• App-Wide Dialog Dark Mode Contrast:
  • Scoped page popups, sheet drawers, dropdowns, and dialog interfaces inside standard forced-light boundaries. This prevents background variables from losing contrast and resolves layout breaks when system dark mode is active on the parent site.

Added

• Globally Accessible Schedule & To-Do Panel:
  • Introduced a sliding workspace panel accessible from the main header. Includes an interactive monthly calendar overview highlighting task deadlines, personal checklists, and a chronological agenda of daily activities.
• Integrated Workspace Tasks checklist:
  • Added support for tracking both personal To-Dos and official workspace tasks (from projects) that are currently active ("still busy"). Checking off tasks updates their status securely in real time.
• Automated Morning Daily Briefing Notifications:
  • Enabled automatic daily summary notifications delivered to each user every morning at 8:00 AM. Summarizes outstanding jobs, support tickets, pending approvals, and active workspace tasks, and opens the Schedule Drawer instantly when clicked.

Fixed

• Schedule Task Status Synchronization:
  • Resolved a bug where toggled workspace task completions would not persist when closing and reopening the calendar drawer.

Added

• Interactive Session Security Warning:
  • Introduced a polished inactivity warning popup that appears when you are idle, letting you choose whether to keep working or securely sign out, rather than logging you out automatically.
  • The security popup now remains on screen indefinitely until you explicitly interact with it, ensuring you don't lose any unsaved work while away from your desk.

Changed

• Longer Session Inactivity Threshold:
  • Extended the default inactivity timeout limit to 2 hours (previously 30 minutes) to prevent unexpected interruptions and logouts during your daily operations.

Fixed

• App-Wide Dialog and Card Styling:
  • Resolved a visual bug where page dialogs and cards rendered with a dull, muddy grey backdrop. They now correctly display the brand's signature crisp, off-white pearl color, restoring beautiful contrast and reading clarity across the entire workspace.

Fixed

• Sign In Page Freezes:
  • Fixed a login issue where users with expired previous sessions got stuck on the sign-in page with a loading spinner after entering their credentials.

Security

• Session Timestamp Renewal:
  • Introduced automatic session renewal upon successful log in, ensuring that new logins are correctly marked as active and do not trigger premature timeout warnings.

Added

• Unified Client and Vendor Roles:
  • Introduced seamless cross-role account integration. Clients and vendors are now completely unified, allowing you to use any company or contact interchangeably for any operational document (Quotes, Invoices, or Purchase Orders) with zero manual conversion steps, popups, or restrictions.
• Unified Contact Associations:
  • Automatically linked team contacts across both client and vendor roles. When you add or view contacts for any account, they are instantly synchronized and visible across all operational surfaces.

Changed & Fixed

• Enhanced Account Selector:
  • Restored full access to All, Clients, and Vendors tabs inside the search dropdown when selecting partners on Quote, Invoice, and Purchase Order forms.
  • Added automatic list de-duplication so unified accounts appear exactly once in the dropdown, offering a perfectly clean view.
  • Simplified the Purchase Order creation panel by removing manual registration prompts and role conversion states since the account matching is now completely silent.

Added

• Operations Reports Repository:
  • Added a dedicated, premium operations report directory within the Operations Hub, allowing teams to securely catalog, download, and manage structured audit reports, Excel sheets, and document files separately from general client documents.
  • Introduced an intuitive 4-step wizard slide-over panel that walks users through client matching, project linking, configuring report period metadata, and uploading file attachments.
  • Enabled support for drag-and-drop document uploads including PDF, Excel, and Word files, with auto-calculated size and type badge descriptors.
• User Session Security & Inactivity Timeouts:
  • Added a smart session manager that automatically detects inactivity and displays a blurred warning banner before securely signing out inactive users to protect customer accounts.
  • Created customizable session security settings inside member management, letting company administrators configure idle timeouts and maximum absolute session limits.
  • Added a one-click force sign-out button next to each team member in the directory, allowing administrators to immediately revoke user sessions when security suspensions are necessary.

Fixed

• Account & Vendor Editing:
  • Fixed an issue where the edit account dialog failed to populate the address details for vendor accounts.
  • Resolved a bug where contact details (names, emails, and phone numbers) were sometimes not pre-filled or saved correctly in the edit account form if they didn't have an explicitly assigned primary or secondary role.

Added

• Account & Vendor Notes:
  • Added a new quick-capture notes field to both client and vendor quick-registration forms.
  • Implemented high-contrast, transparent cards in the detail profiles to view additional captured client/vendor notes instantly.

Changed & Fixed

• Visual Alignment & UI Polish:
  • Aligned the visual styling, input border-radius, background coloring, and overall presentation of the client and vendor registration dialog forms for a perfectly consistent workspace interface.
• Contact Details Sync:
  • Fixed a synchronization issue where contact information was not saving or loading correctly for vendor accounts in the primary and secondary client profiles.

Added

• Unified Account Creation:
  • Combined inline client and vendor quick-registration forms into the comprehensive account creation interface across all operational pages.
• Performance Enhancements:
  • Added instant loading and reactive updates for client and vendor selectors to remove data latency and loading spinners.

Changed & Fixed

• UI & Interaction Upgrades:
  • Fixed search selector click and scroll issues, enabling smoother dropdown transitions inside dialog views.

Added

• Client Management Consolidation:
  • Combined multiple client creation and editing dialogs into a single unified client management interface.
• Stakeholder Support:
  • Standardized forms across client and vendor managers to handle multiple primary and secondary contact partners simultaneously.

Security & Reliability

• Security Hardening:
  • Implemented strict multi-tenant isolation and session verification across all key operational and financial actions.
  • Refined document deletion logic to verify file ownership before removal.
• Concurrency Protection:
  • Resolved transaction race conditions to prevent duplicate invoice and purchase order numbers when generated by multiple users at once.

Changed & Fixed

• Performance Enhancements:
  • Swapped dynamic loader imports to ensure faster initial page load times.
  • Optimized database query caching for fast autocomplete items list rendering.
  • Fixed interface loops and cyclic screen re-renders on several dialog panels.

Added

• Autocomplete and QuickBooks Integration:
  • Improved product and service selection within quotes and invoices, keeping item link tracking accurate while optimizing form sizes.
• Document Deletion Safety:
  • Added verification confirmation requirements to document deletions to prevent accidental loss of files.
• Stakeholder Contacts:
  • Added support for primary and secondary stakeholder details inside client and vendor accounts.
• Bug Fixes:
  • Solved interface focus freezes on dialog transitions and added full purchase order control actions on vendor sheets.

Added

• Sales Accounts Dashboard:
  • Redesigned the sales accounts interface with a cleaner aesthetic, better typography, and smoother animations.
• Vendors Management:
  • Upgraded the vendor interface with extended fields, including active status, registration numbers, tax details, risk profiles, credit limits, contact linking, and attachments.
• Business Unit Settings:
  • Added descriptions to business units to clarify limits and operational scopes.

Added

• Quotes and Jobs Forms:
  • Enhanced the quotes form design, organized item lists, and updated job dialog layout to improve usability and focus states.
• Timeline / Gantt Chart:
  • Redesigned the Gantt chart and timelines with a polished, transparent design and modernized typography.
• Task Document Links:
  • Enabled direct download and viewing of linked files straight from the task details list.

Added

• Support Settings Customization:
  • Custom settings for compliance indicators and integrated support tickets metadata blocks.
• Action Toolbar Layout:
  • Improved button spacing and layout on toolbar elements.

Added

• Support Dashboard Redesign:
  • Completely refreshed the interface for teams, customers, and feedback lists with clean spacing and animations.
• Knowledge Base Upgrades:
  • Streamlined article writing, added reading panels, category filters, and built robust server-side security checks.

Added

• Operations Quotes Generation:
  • Enabled easy drafting of quotes pre-populated with deal data directly from operations.
• Renewal Tracking:
  • Added automated email alerts and auto-draft quotes for upcoming project renewals.
• Renewals Overview:
  • Created a dedicated view to track and filter upcoming or overdue renewals.
• Current Quote Details:
  • Added quick badges to projects showing active quote details and budget confirmation prompts.

Added

• Multi-currency Support:
  • Integrated full currency support across invoices, quotes, POs, and expenses, with automatic base conversion.
• FX Tracking:
  • Automated foreign exchange gain/loss tracking for accurate ledger entries.
• PDF and Email Customization:
  • Rendered documents in their respective customer currencies.

Changed

• QuickBooks Sync:
  • Improved synchronization rules to respect multi-currency files and skip unsupported states gracefully.
• Settings List:
  • Expanded searchable currencies in general configuration settings.

Added

• Accounting Features:
  • Complete system for invoicing, purchase orders, statements, ledger entries, and financial P&L reporting.
• QuickBooks Integration:
  • Two-way data sync, robust onboarding wizard, OAuth token management, and bank balance pulling.
• Sales Pipeline:
  • Full deal stages, detailed sheets, lead management, and accounts CSV export.
• Operations Views:
  • Redesigned client hubs, crew grids, and business unit user managers.
• Marketing Utilities:
  • Campaigns lists, posts scheduler, and knowledge base directories.
• Support Surface:
  • Tickets dashboard, customer chat, and Jira issue tracking synchronization.
• Executive Overview:
  • Strategic finance, growth, audits, and business unit dashboards.
• Email Notifications:
  • Delivery surface for Resend emails, tracking hooks, and templates manager.
• PDF Document Engine:
  • Excel-backed Adobe pipeline for document generation.
• Access & Permissions:
  • Granular roles, business unit controls, multi-org switches, and invitation system.
• Subscription Limits:
  • Seats configuration manager.

Changed

• PDF Layouts:
  • Unified design styles across printouts, invoices, and reports.

Fixed

• General Fixes:
  • Resolved sync warnings, UI crashes on dialog close, and permission barriers.