What's new in Syniq

No notes for this release.

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.