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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 — Main Chat AI assistant with persistent sidebar, conversation threads, and streaming responses
  • ●Real-time tool calling — AI executes actions (search, create, send) with live progress indicators
  • ●Invoice artifact previews — Visual summary cards for created invoices inline in chat
  • ●Full email tool support — 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 — Multi-account support for Gmail, Outlook, and iCloud via IMAP/SMTP
  • ●Calendar — Month, week, day, and agenda views with multi-provider sync (CalDAV, Google Calendar)
  • ●Expense tracking — Receipt capture with image attachments and categorization
  • ●Company logo management — 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 — Real-time broadcasting, offline recording, and background location updates
  • ●Driver management — Profiles, qualifications, status badges, and assignment
  • ●Trip execution — Stop-by-stop navigation with progress bar and failed delivery sheets
  • ●Dispatcher monitoring — 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 — Full lifecycle with line items, amendments, renewal tracking, and expiration badges
  • ●Project management — Budget tracking, burn rate, forecasting, and billing views
  • ●Enterprise SSO — Microsoft Entra, Google Workspace, Apple Business with SCIM provisioning
  • ●Weekly timesheets — 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 — Invoices, credit notes, and proformas with sequential numbering and status workflow
  • ●Vendor documents — Purchase orders and invoices with multi-currency support
  • ●Payment processing — Partial payments, reversal, allocation, and audit trail
  • ●Volume-based pricing — 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 — 6 transaction types, movement history, and stock adjustments
  • ●Vendor management — Profiles, addresses, contacts, and tabbed navigation
  • ●Items & Products — Categories, variant attributes, Bill of Materials, and supplier linking
  • ●AI Agents — 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 — CRM, Cases & AI Chat

New Features

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