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PRODUCT UPDATES

Changelog

See what we’ve been shipping. Every feature, improvement, and fix.

v1.6.0

AI Chat with Real-Time Tool Calling

New Features

  • AI Chat β€” Main Chat AI assistant with persistent sidebar, conversation threads, and streaming responses
  • Real-time tool calling β€” AI executes actions (search, create, send) with live progress indicators
  • Invoice artifact previews β€” Visual summary cards for created invoices inline in chat
  • Full email tool support β€” Send invoices, compose emails, and search inbox directly from AI Chat

Improvements

  • Company-level chat defaults (model, max tokens, temperature) in settings
  • Expandable message composer with progressive text rendering
  • Tool call status cards with success/failure state for each AI action

Bug Fixes

  • Fixed migration ordering for fresh database setups
  • Resolved Linux/Heroku compatibility for email service
v1.5.0

Email, Calendar & Expense Tracking

New Features

  • Email client β€” Multi-account support for Gmail, Outlook, and iCloud via IMAP/SMTP
  • Calendar β€” Month, week, day, and agenda views with multi-provider sync (CalDAV, Google Calendar)
  • Expense tracking β€” Receipt capture with image attachments and categorization
  • Company logo management β€” Upload and display company branding on invoices and documents

Improvements

  • Sortable table columns across all list views
  • Updated company address management with interactive map picker
  • Unified notification inbox replacing the old task inbox

Bug Fixes

  • Fixed NSToolbar duplicate search crash in macOS Expenses
  • Resolved exchange rates table not refreshing after updates
v1.4.0

Fleet Management & GPS Tracking

New Features

  • Mobile GPS tracking β€” Real-time broadcasting, offline recording, and background location updates
  • Driver management β€” Profiles, qualifications, status badges, and assignment
  • Trip execution β€” Stop-by-stop navigation with progress bar and failed delivery sheets
  • Dispatcher monitoring β€” Live map tracking view with fleet-wide visibility

Improvements

  • Vehicle maintenance records and document management
  • Automated customer notifications via email integration
  • Route optimization with nearest-neighbor and 2-opt algorithms

Bug Fixes

  • Fixed proof of delivery PDF generation
  • Resolved GPS broadcast coordinate precision issues
v1.3.0

Contracts, Projects & Enterprise SSO

New Features

  • Contract management β€” Full lifecycle with line items, amendments, renewal tracking, and expiration badges
  • Project management β€” Budget tracking, burn rate, forecasting, and billing views
  • Enterprise SSO β€” Microsoft Entra, Google Workspace, Apple Business with SCIM provisioning
  • Weekly timesheets β€” Multi-project support with two-tier approval workflow and billable time analytics

Improvements

  • Sales order lifecycle with status workflow and inventory reservation
  • Trip planning with multi-stop routing and vehicle assignment
  • Exchange rate provider system with external fetching and rate locking

Bug Fixes

  • Fixed duplicate inventory consumption for delivered sales orders
  • Resolved nested NavigationStack layout issues in macOS feedback detail
v1.2.0

Documents, Payments & Pricing Tiers

New Features

  • Customer documents β€” Invoices, credit notes, and proformas with sequential numbering and status workflow
  • Vendor documents β€” Purchase orders and invoices with multi-currency support
  • Payment processing β€” Partial payments, reversal, allocation, and audit trail
  • Volume-based pricing β€” Quantity discounts, time-based promotions, and customer-specific pricing with contract periods

Improvements

  • 12 new AI tools for document and payment management
  • Vendor cost management with cross-vendor comparison mode
  • Document type configuration with custom numbering patterns

Bug Fixes

  • Fixed iOS form sheet and navigation consistency
  • Resolved database migration table/column name references
v1.1.0

Inventory, Vendors & AI Agents

New Features

  • Complete inventory management β€” 6 transaction types, movement history, and stock adjustments
  • Vendor management β€” Profiles, addresses, contacts, and tabbed navigation
  • Items & Products β€” Categories, variant attributes, Bill of Materials, and supplier linking
  • AI Agents β€” Custom system prompts, model selection, temperature config, and API key support

Improvements

  • Warehouse management module with location tracking
  • Revenue model with subscription-based pricing
  • Onboarding flow with guided workspace setup

Bug Fixes

  • Fixed member invite not appearing after adding
  • Resolved token expiration logout handling
v1.0.0

Initial Launch β€” CRM, Cases & AI Chat

New Features

  • Cases & Tasks β€” Core project management with AI agents on every item
  • AI agent system β€” Custom instructions per task with automated execution
  • Customer management β€” Addresses, contacts, and relationship tracking
  • Workspace setup β€” Team invitations, role management, and company configuration