New features, improvements, and fixes shipped to CMG Workflow CRM.
v0.13.36
Bug Fixes
Internal stability improvements.
v0.13.35
Bug Fixes
Removed team members no longer appear as ghost entries in attendance tables.
Lead assignment and routing rules now apply tags, stages, and assignees more reliably.
v0.13.34
Bug Fixes
Users with two-factor authentication can now reset their password from the email link
v0.13.33
New Features
Tasks can now have their own color. Pick from a color palette or enter a custom hex value — the color appears on the task's calendar pill. Tasks without a custom color still use your personal member color.
Bug Fixes
The calendar week now starts on Monday. Month view and week view both show days in Mon–Sun order.
Dropdowns for team, priority, status, and multi-assignee can now be scrolled when the list is long. Previously the list was cut off with no way to reach items further down.
Typing quickly in the task description or notes field no longer drops or scrambles characters.
v0.13.32
Bug Fixes
Fixed false "forgot to clock in" prompts that appeared shortly after a successful clock-in.
Auto clock-out no longer triggers for shifts that were already closed the previous day.
v0.13.31
Bug Fixes
Reassigning a lead from inside the lead detail panel now updates the lead card immediately. Previously the card could keep showing the old assignee until you refreshed the page.
v0.13.30
Bug Fixes
Pricing and Smart Tax setup is more reliable. Fixed an issue where percentage-plus-fixed billing rules could appear without their full child structure, blocking onboarding for some new accounts.
Background sync is more resilient. Temporary network timeouts during integration syncs are now retried silently instead of surfacing as error notifications.
Login, password reset, affiliate signup, and team invitation screens now handle navigation events cleanly — internal redirects no longer flash as red error banners.
v0.13.29
Bug Fixes
Account signup is now more reliable. Fixed an issue where the email verification step could fail with a confusing technical error after submitting the signup form.
Onboarding steps for agency profile, services, and tags are now more resilient. Additional safeguards prevent internal navigation events from briefly appearing as error messages.
v0.13.28
New Features
Pricing has been simplified to Basic and Pro plans. Pro is now the top tier across the pricing page, plan selection, comparison tables, and upgrade prompts. Sales contact remains available for custom needs.
Bug Fixes
Onboarding now completes reliably when moving from agency setup to plan selection. Fixed an internal control-flow error that occasionally surfaced as a raw error message right after signup.
Error reporting is now cleaner and more reliable. Internal navigation events are no longer reported as errors, and client-side error delivery is more consistent.
WhatsApp chat interface now recovers more gracefully from temporary connection drops and stale page bundles after a deploy.
v0.13.27
New Features
Enhanced security headers including clickjacking prevention and strict HTTPS enforcement. Voice dictation in team chat now works — the browser permission for your microphone has been enabled for that feature while camera and location access remain locked.
Bug Fixes
Team Hub sidebar performance improved. Page prefetching now loads only when you navigate or hover instead of preloading all pages in the background.
Team member KPI metrics now compute correctly. Weekly activity counts (tasks, leads, calls, meetings) reflect actual member contributions without gaps.
v0.13.26
New Features
Task comments and attachments now support video uploads. You can add video files directly to task discussions.
Bug Fixes
The admin panel user move function now works reliably. Moving a user between organizations completes without errors, and you'll see success or error notifications.
Team Hub member activity counters now correctly reflect the work done this week across all metrics.
v0.13.25
Bug Fixes
The Team Hub member detail card now shows real activity numbers this week — Task Activity, Lead Activity, and the full breakdown (Lead Work, Calls, Meetings) were all showing 0 for every team member. Task completions, status changes, and assignments are now counted correctly. The Lead Activity counter now reflects how many leads in that person's pipeline were active this week, rather than always being zero.
v0.13.24
Bug Fixes
Clicking between sidebar pages no longer snaps back to the previous page mid-load. The app was silently loading several pages in the background as soon as you opened any dashboard screen — this background loading was racing with your active navigation and occasionally winning. That background pre-loading has been removed; pages now load only when you click or hover over them.
v0.13.23
Improvements
Cosmos AI conversation usage is now tracked against your billing period — limits are applied accurately and reset automatically at the start of each new billing cycle.
Your team will now receive email notifications when Cosmos AI conversation usage reaches 80%, 95%, and 100% of the plan limit, giving you time to act before conversations are paused.
Bug Fixes
WhatsApp conversations are now only counted toward your usage quota after the message is successfully delivered — failed sends no longer consume quota.
v0.13.21
Improvements
Changelog entries that would cause a page crash are now caught automatically before they can be published.
Bug Fixes
Task comments and chat panels now catch up on missed messages after a connection drop. Messages sent during a brief disconnection are fetched automatically when the connection recovers.
Role permission changes now reach all team members reliably even after an extended session — previously, refreshed sessions could miss permission updates until the page was reloaded.
Fixed an intermittent error when updating conversation status.
v0.13.20
Improvements
WhatsApp bot stage transitions now use a single, consistent pipeline — the previous redundant path that could cause inconsistent behavior has been removed.
Database schema changes are now automatically verified before deployment, reducing the risk of mismatches between code and database reaching production.
Bug Fixes
WhatsApp bot escalations and stage transitions are now consistently recorded in the lead activity log. Previously, these events were silently dropped due to a database constraint, leaving the lead history incomplete.
Lead detail activity log now shows the original 'created' event for older leads. A one-shot backfill repopulates the missing entries so every lead's history starts from creation, not from the day activity tracking shipped.
v0.13.19
Bug Fixes
Custom field columns and visibility settings now update instantly for all team members when an admin changes role permissions — no page reload needed
Permission changes now take effect immediately for everyone on the affected role instead of being delayed until manual refresh
Security
Security improvements
v0.13.18
Bug Fixes
Removed team members no longer appear in the Team Hub. Their stats, status, and clock state stop showing up the moment you remove them, instead of lingering in the team view until the next refresh.
v0.13.17
Bug Fixes
Clicking quickly between sidebar pages no longer flashes back to the previous page mid-load. The page you click now loads cleanly without snapping back to where you were before. Most visible on Team, Automations, and Settings — fixed across the whole app.
v0.13.16
Bug Fixes
Lead routing rule save no longer flashes an empty form during navigation — your rule stays visible until the page transition completes.
v0.13.15
Bug Fixes
Typing a slash mid-sentence in task notes and comments no longer opens the formatting menu. The menu now appears only when '/' is typed at the start of an empty line, so writing things like 'go / to chat' or URL-like text inside a paragraph stays as plain text.
v0.13.14
Improvements
Added a Default Escalation Team setting under AI bot configuration so escalations triggered without an explicit team always have a fallback owner.
The Tasks board now exposes an 'Unassigned' team option so tasks with no team are reachable in the filtered view instead of disappearing.
Internal improvement: added a static analysis check that detects the query pattern responsible for the team-scope leak, preventing it from recurring.
Bug Fixes
Tasks page team filter no longer leaks cross-team tasks. Filtering by a team now returns only that team's tasks — previously, every task without a team assignment was bleeding into every team's filtered view, so other teams' orphan work appeared as if it belonged to whichever team was selected.
AI escalation tasks now resolve team ownership from the escalation flow node's explicit configuration. Escalations from flows without a configured team fall back to the new Default Escalation Team setting instead of being created with no team and silently leaking into other teams' filters.
WhatsApp bot escalations now correctly assign the team on the resulting tasks, matching the team-resolution rules applied everywhere else.
v0.13.13
Improvements
The AND / OR logic selector in the rule builder now shows both options as a segmented control so the active logic mode is always visible at a glance.
Regex matching in rule conditions is now hardened against inputs that could cause severe slowdowns on complex patterns. Legitimate alternation patterns still work.
Bug Fixes
Rules that were assigned to stages, flows, or custom fields that no longer exist will no longer silently apply stale assignments — orphaned IDs are now dropped before the action bag is applied.
Rules with status 'shadow' (testing mode) no longer fire their actions against live leads. Shadow rules are now strictly isolated from the live routing pipeline.
Switching the source condition type in the rule builder now correctly detects when all existing conditions become incompatible with the new source. The builder refuses the switch and warns instead of silently converting the rule into a catch-all that would match every lead.
Stage and tag names in the rule list now display correctly instead of showing raw IDs — the list view now fetches the extra fields needed to resolve them.
Webhook and API ingestion now behave consistently when a duplicate lead is found: tags are merged (union), flow and stage use first-wins — matching the behaviour that was previously only applied on one ingestion path.
Form answer and form question conditions no longer show a red validation ring when no field key has been entered yet.
Security
Security improvements
v0.13.12
Improvements
Database migration tracking is now more accurate — known legacy objects that were never created are excluded from false-positive alerts.
Database health checks now work correctly in all environments.
Internal stability and reliability improvements.
Bug Fixes
Database migrations now apply automatically on every deployment — a missing manual step can no longer leave production running code that references columns that don't exist yet.
Fixed a database maintenance script that was attempting to create indexes on columns that had already been renamed, causing it to fail silently.
v0.13.11
Improvements
Database migrations now apply automatically on every deployment.
Database migration records now include a content fingerprint — any file modified after deployment is detected and flagged.
Pre-deployment database checks now cover columns, indexes, enum types, triggers, views, and access policies — catching a wider class of deployment mismatches.
Database migration checks now run automatically on every pull request and main branch push.
Internal improvement: added a build-time check that prevents server-only code from being accidentally imported by client components.
Bug Fixes
Fixed a production build failure that was causing documents in the financial module to not render correctly. The error was caused by a code boundary issue that has been resolved.
Fixed a code structure issue that prevented some UI components from building correctly.
v0.13.10
Improvements
Schedules now support two modes: 'Fixed schedule end' (legacy — day ends at the configured time) and 'Floating from clock-in' (day ends N hours after the worker clocks in). Set per schedule in the Schedule Editor. Defaults to fixed-end so existing schedules behave exactly as before.
Cron auto-stop is now race-tolerant via atomic compare-and-set. If you click 'Continue' the same second the cron tick fires, the cron correctly skips you instead of double-acting.
Bug Fixes
Clock-out reminder — clicking 'Continue (1h)' now actually keeps you clocked in for the full hour. Previously the cron auto-stopped you within minutes because it didn't know about the extension. The dialog now writes the extension to the database so the cron honors it.
Overtime accuracy — when the system auto-stops a forgotten clock-in, the recorded clock-out time is now your last activity moment, not the cron tick time. A 5-minute overrun no longer credits as a full hour of overtime.
Overtime threshold — days with under 15 minutes past schedule no longer flag as 'overtime days' in the month report. The actual minutes are still recorded accurately; only the binary 'overtime' day flag respects the 15-min minimum.
Romania timezone fix — overtime totals on production were computed against UTC instead of Europe/Bucharest. Schedules defined as '22:00' Romania time were being interpreted as UTC. Fixed forward — historical totals are not backfilled.
v0.13.9
Bug Fixes
Fixed scrolling not working in the assignees and client dropdowns inside the Quick Add Task modal
v0.13.8
Improvements
Month and Timesheet day cards now have a 'View in Daily' button — jumps straight to the Daily tab on that exact date in one click.
Bug Fixes
Timesheet (Pontaj) Daily Grid — clicking a day cell no longer opens the Override Attendance dialog by default; instead it opens the same inline day-card you already see in the Month tab (status, hours, clock-in, clock-out). Override is now behind an explicit button in the card footer.
v0.13.7
Improvements
Week tab — arrow navigation (‹ ›) in top-left to surf through weeks of the year, matching Daily tab behaviour
Month tab — added Today jump button and disabled Next arrow when already on current month (matches Daily/Week)
Removed dead 'This Week' / 'This Month' single-option dropdown from Week and Month tabs; Range selector now only appears on tabs that need it (Pontaj keeps its 3-option filter)
Bug Fixes
Active mid-shift now shows 'Ongoing' (emerald) instead of 'Incomplete' (blue) — Incomplete is now reserved for past days where the member forgot to clock out
v0.13.6
Improvements
Activity log now shows what actually changed — note updates display a content preview (e.g., 'Added to notes: Cliente interesat de…'), and assignment entries no longer truncate names mid-word.
v0.13.5
Improvements
Pre-deployment checks now verify that every recorded database migration was actually applied — catches the class of issues where a migration was tracked by name but never executed.
Internal improvement: added a static analysis check that detects database functions referencing tables that were later removed.
Database schema consistency is now verified before every deployment, preventing unexpected configuration mismatches from reaching production.
TikTok advertiser sync: temporary errors during discovery and download are now retried silently without generating unnecessary alerts.
Internal stability improvements to the test infrastructure.
Bug Fixes
Lead routing: email rule statistics no longer crash for leads coming in through the email import path.
WhatsApp bot: auto-created leads no longer fail to save when no name is available — the bot now uses the contact's phone number as a placeholder until a real name is provided.
Team invitations: re-clicking an already-accepted invite link now shows an actionable 'already accepted, please log in' screen (with pre-filled email) instead of the generic 'Invalid Invitation' page. Email-mismatch when logged into the wrong account also routes to the correct UI.
Cosmos AI: document analysis, email extraction, and email lead processing are now more robust against unusual response formats. Parse failures are logged with enough detail to diagnose future issues.
v0.13.4
Improvements
Webhook processing: events stuck in a processing state for more than 10 minutes are automatically requeued for retry, with a cap to prevent infinite loops on consistently failing events.
Lead routing: retried events now always land on the same assignee — consistent round-robin behavior across Meta, TikTok, and email sources.
Bug Fixes
Lead routing: round-robin slot assignment is now safe to retry — the same incoming lead always resolves to the same assignee even if the background job runs more than once.
Lead ingestion: duplicate leads from replayed events are now blocked at the database level, preventing duplicate entries even under high-volume webhook traffic.
Webhook processing: concurrent background jobs no longer double-process the same incoming event.
v0.13.3
Bug Fixes
Lead routing: round-robin assignment is now race-safe under concurrent webhook deliveries. Two leads arriving at the same moment could previously both be sent to the same assignee — this is now fixed with an atomic counter update.
v0.13.2
Improvements
Team chat voice/multi-speaker tooltips: cleaned up redundant styling so they render with the standard tooltip theme.
Bug Fixes
Lead routing: round-robin rotation now correctly cycles through every assignee in the pool. A data storage bug caused the per-rule counter to silently stay at zero, so every matched lead was assigned to the first user. All existing round-robin rules are backfilled so rotation continues from where it left off.
Voice transcription: multi-speaker mode now returns text with 'Speaker 1: ... Speaker 2: ...' prefixes mapped by first-appearance order, instead of a flat unattributed transcript.
v0.13.1
Bug Fixes
Voice transcription: improved robustness of the transcription pipeline with better error handling and edge-case coverage.
Media recorder: refined recorder state management and improved stability during recording session transitions.
v0.13.0
New Features
Voice dictation in team chat: a new microphone button on chat and comment inputs records and live-transcribes your voice straight into the editor — including a multi-speaker chooser when more than one person is talking.
Transcription pipeline now keeps speaker metadata end-to-end, so dictated text can be attributed correctly when multiple voices are detected.
Voice dictation usage is now tracked for billing and audit purposes.
Improvements
Internal improvement: added a pre-publish check that detects missing real-time channel authentication handlers before they reach production.
v0.12.19
Improvements
Pontaj Daily view: the redundant 'Today' dropdown (which had only one option) is now a calendar button — click it to jump to any past date.
Pontaj Daily view: the duplicate 'Daily view — {date}' header is gone; the date already shows prominently in the toolbar.
Pontaj Daily view: when you're viewing a past day, a small 'Today' shortcut appears next to the date arrows for one-click reset.
Bug Fixes
Fixed: in Pontaj, the week-range subtitle and month label could be off by one day/month for users in non-UTC timezones (Romania included). All date helpers now use consistent local time.
Fixed: in Pontaj, the new calendar picker no longer lets you select future dates — matches the behavior of the date arrows.
v0.12.18
Bug Fixes
Member Stats Modal now surfaces task work (assignments, status changes) as a separate "Task Activity" metric so task-heavy roles see their actual contribution instead of an empty Client Activity card.
v0.12.17
Bug Fixes
Custom field names now show above their inputs in the Create Client and Edit Client modals — required fields are marked with a red asterisk.
v0.12.16
Bug Fixes
Fixed: 'Percentage of Revenue + Fixed Fee' invoice schedules now keep the percentage value when saving. Previously the rate was lost on save, leaving the schedule card showing only the fixed fee.
v0.12.15
Bug Fixes
Fixed: real-time updates for tasks and comments no longer require page refresh after extended sessions.
v0.12.14
Improvements
Activity log entries for notes are now cleaner — the character count detail (e.g., '451 → 430 characters') was unhelpful noise and has been removed. The 'Notes updated' title and timestamp tell you everything you need.
v0.12.13
Bug Fixes
ASCII table paste now works correctly on Windows — line endings from the Windows clipboard are normalized before detection.
Fixed a paste detection bug where non-keyboard-composition pastes (e.g. right-click Paste) were incorrectly ignored.
Pasted code blocks no longer collapse into inline text.
v0.12.12
New Features
Rich text editor in task notes now detects pasted ASCII / Unicode box-drawing tables and markdown pipe tables, wrapping them in a code block for monospaced rendering.
New `autoDetectAsciiArt` opt-in prop on `RichTextEditor` keeps detection off everywhere except where explicitly enabled (currently task description and internal notes).
Bug Fixes
Multi-line code blocks in task notes now preserve their line breaks when saved as plain text — fixes search results and AI summaries that were collapsing code into a single line.
v0.12.11
New Features
New instrumentation client for performance monitoring and trace collection.
Flow PDF sender action enables AI-driven PDF generation and delivery through WhatsApp and other channels.
Welcome message PDF pipeline integration test validates end-to-end PDF delivery for welcome automation.
Bug Fixes
Error-reporting system refactored with typed error categories and improved client-side capture patterns.
Type safety enhanced across error-reporting infrastructure with strict enum and category validation.
v0.12.10
Bug Fixes
Meta Ads test webhook now uses the correct integration context, matching the behavior of the live webhook.
v0.12.9
New Features
Internal improvement: added a check that prevents a class of data structures from being stored in the browser cache where they would cause a crash on page reload.
Bug Fixes
Fixed a crash that occurred when reloading a page with certain data cached in the browser — affected lead reminder state.
Lead reminder state now persists correctly across page reloads.
v0.12.8
New Features
Internal improvement: added three pre-publish checks for email format validation, null-safety enforcement, and background job registration — preventing a class of production data loss bugs.
Bug Fixes
Background job processors now register reliably on startup.
Lead email ingestion now validates email format before saving, preventing leads from being silently dropped when an email address has an unusual format.
Internal improvement: null-safety issues in webhook and background job processors are now detected before deployment.
v0.12.7
New Features
Pages now reload faster — the browser cache survives a full refresh so previously loaded data appears instantly without waiting for the server.
v0.12.6
Improvements
Internal stability improvements to lead-routing rule validation and background job registration.
Bug Fixes
Webhook processors for Inbound Email, Meta Ads, and TikTok Ads now register with the background job system reliably — previously they failed to install silently, dropping all incoming events.
Task 'Created' timestamps now show a precise duration (e.g. '1 month 3 days') instead of fuzzy 'about 1 month' phrasing that masked recent activity.
v0.12.5
Bug Fixes
Moving a lead between stages no longer disrupts the column's chronological order. Leads in each stage now stay ordered by when they were created by default.
Clicking a lead card on the Kanban board now opens the detail view reliably on the first click.
v0.12.4
Improvements
The clock-out popup can now be minimized to a small corner banner — keeps the countdown visible while you finish work, click it to reopen the full dialog
Countdown timer survives page reload — refreshing during the grace period restores the banner with the correct remaining time
Bug Fixes
Fixed: clock-out reminder popup now appears at the actual shift end time — it was showing 15 minutes early with misleading 'Your shift has ended' text
Fixed: auto clock-out countdown now uses the Grace Period setting configured in Admin (15/30/45/60 min) instead of a hardcoded 15 minutes
v0.12.3
Bug Fixes
Multi-line comments on tasks, leads, clients, and department chat now preserve line breaks after posting. Before, pressing Shift+Enter created a visible break in the compose preview but collapsed to a single space once sent.
v0.12.2
New Features
Lead Routing rule builder: new Test Rules sheet replaces the legacy Dry Run panel — choose a real lead from the org or build a sample payload via structured per-field form, then see the rule match + downstream payload side-by-side
Test Rules preview uses the same engine as live webhook ingestion, so what you see in preview is exactly what runs in production.
Improvements
Internal improvement: added a pre-publish check that verifies every background job processor is properly registered — prevents the class of silent event-drop issues fixed above.
Lead routing evaluator refactored for improved maintainability and reuse across the live and preview paths.
Bug Fixes
Fixed a critical background job registration gap where six processors — handling inbound email, Meta leads, TikTok leads, calendar events, and WhatsApp messages — were silently not processing any events after a recent mode switch; all are now registered and operational.
v0.12.1
New Features
Lead Routing rule builder: new ad/form/campaign/adset condition fields populated from connected Meta Ads and TikTok Ads accounts — rule authors can target specific ad entities instead of matching on free-text source names
Internal improvement: three new pre-publish checks prevent ghost database column references, swallowed query errors, and partially-applied string changes from shipping to production.
Department chat messages now support rich text formatting and mentions, matching the capabilities already available in lead chat.
TikTok API integration now retries automatically on transient errors instead of generating unnecessary error alerts.
Improvements
Internal improvement: pre-publish checks now detect partially-applied code changes before they reach the main branch.
Error logging now records whether an error is transient or permanent, making it easier to distinguish recoverable failures from real bugs.
Bug Fixes
Lead Routing rule save was broken for many organizations — a database query referenced a column that doesn't exist, returning zero results and silently breaking rule saves, the AI flow dropdown, and member pickers.
Fixed a missing database column that was causing department chat messages to fail in production with a database error.
v0.12.0
New Features
Per-source dedup settings at the top of the Lead Routing rule list — choose Email, Phone, Both, or Off independently for Meta Ads, TikTok, Gmail, Outlook, and API sources
AI Contacted badge on lead cards, list view, and detail panel — replaces the previous auto-stage-change behavior after a first WhatsApp send; leads stay in their current pipeline stage and the badge signals AI contact history
Lead Routing rule builder: conditions Key field now autocompletes from source-compatible field names instead of free-text entry
Lead Routing rule builder: Set AI Flow and Set Pipeline Stage actions now use real combobox dropdowns populated from the org's configured flows and pipeline stages — previously showed empty free-text fields
Lead Routing rule builder: custom field picker replaces the free-text key/value pair — fields are selected from the org's field registry
Lead Routing rule builder: round-robin assignee pool redesigned as a chip-toggle grid for fast multi-select
Lead Routing rule builder: Test mode panel redesigned as a structured per-field form instead of a raw text input
Lead Routing rule builder: rules now display their index as 'Rule N of M' and can be reordered via Up/Down arrow buttons — raw priority value is hidden
Improvements
Lead Routing: 'Test mode' label renamed throughout for consistency with the rest of the rule builder UI
Lead Routing: ignore-lead rule actions now display a tooltip explaining the reason for ignoring
Lead Routing rule builder: sticky action bar replaces the previous footer layout — always visible without scrolling
Source dedup settings: each organization's deduplication configuration is fully isolated and protected from access by other organizations
Bug Fixes
Lead Routing rule builder: save was silently no-oping on validation failures — now surfaces an inline error banner and blocks the save button until all conditions are complete
Lead Routing rule builder: Set AI Flow and Set Pipeline Stage dropdowns were empty when the rule builder opened — now populated correctly on mount
Lead Routing rule builder: action bar moved from a sticky footer to a sticky top bar — footer was clipped on smaller screens
AI WhatsApp template no longer auto-transitions leads to a pipeline stage after the first send — eliminates a CDM-class incident where the bot was silently moving leads into wrong stages; the new AI Contacted badge carries the signal instead
Security
Lead deduplication settings are protected with defense-in-depth access controls, preventing any possibility of one organization's dedup configuration being visible to another.
v0.11.3
Improvements
Lead routing rule statistics now count all match types — tag-only, stage-only, and fixed-assign — across TikTok, email, and API sources. Previously only round-robin matches were counted.
Password reset now forces a full session rotation on completion, ensuring all old sessions are invalidated immediately.
Security
Session revocation system — owners and admins can now force-logout teammates from all devices; password resets and role changes also revoke all existing sessions, with an immutable audit trail.
Sign-out everywhere action lets users terminate every active session for their own account from Settings
Session token verification is now more secure — validates all standard claims and recovers automatically from authentication key rotations without any disruption.
Sensitive authentication actions are now rate-limited to protect against brute-force attempts.
v0.11.2
New Features
Lead Routing rule builder now validates source↔field compatibility and surfaces inline coverage warnings when selected conditions reference fields unsupported by the rule's integration source
Dry-run panel and test-rule action gained richer diagnostics for inspecting rule evaluation against sample payloads
Improvements
Flow builder attachment sender, image/PDF config, and routing dialog hardened against header drift and invalid state
Meta Ads, TikTok, and Gmail inbound pipelines tightened around process-lead and ingest flows
Inline assigned-user editor and WhatsApp welcome-message job cleaned up for reliability
v0.11.1
Improvements
Rule evaluation error logging now distinguishes between terminal ignore actions and evaluation failures for better debugging
Bug Fixes
Lead ignore action in unified routing is now terminal — leads matched to an ignore rule are rejected immediately instead of being created with empty assignments
Webhook handlers now fail closed when unified rule evaluation throws an error — errors surface to TikTok/Meta for retry instead of silently falling back to legacy rules, preventing leads from being misrouted
v0.11.0
New Features
New Lead Routing mode switcher — owners and admins can now switch the active rule engine between legacy, shadow-test, and unified modes with a type-to-confirm safety gate and readiness checks before switching.
Regex-based routing conditions are now protected against catastrophic backtracking, preventing rule evaluation hangs on malformed patterns
Improvements
Rule engine now fails safely under unexpected errors — requests are rejected with a retryable error instead of silently routing to the wrong assignee.
Lead stage transitions now fire automations and write an activity log entry so downstream workflows trigger correctly
Tag sanitization now drops cross-org and deleted tag IDs before saving, preventing phantom tags from appearing on leads
Welcome-message job falls back to a generic template when no org-specific template is configured, eliminating silent send failures
Bug Fixes
Round-robin assignment is now atomic and org-scoped, fixing a race condition where two simultaneous leads could receive the same assignee
Email import rules now correctly transition when migrating from legacy to unified routing
Security
Security improvements to webhook handling — replay attack prevention and stricter payload validation added across all integrations.
v0.10.1
New Features
Per-hour usage rollup enables smooth hourly analytics in the AI cost dashboard.
Dashboard charts now label tiers with real provider + model names instead of stale placeholder text
Improvements
Dashboard chart for the Tokens metric now stacks input and output series so verbose-prompt orgs are visually obvious
Period comparison dropped red/green semantics — rising cost is reported neutrally with up/down arrows (growing AI usage isn't automatically bad news)
Peak-hour analysis now labelled UTC so non-US admins don't misread their own busiest window
Admin allowlist extracted to a single source (no more drift between the admin layout and API routes)
Failed AI usage writes now retry automatically via a background queue instead of silently dropping on database errors.
Charts now carry proper ARIA labels for screen readers
Bug Fixes
AI Cost Monitor now reflects real spend — WhatsApp AI traffic, GPT-5.4 fallback, and 55 other previously-untracked AI calls (lead summaries, document intelligence, embeddings, meeting analysis, auto-tagging) are now recorded with per-provider pricing
Cost math no longer rounds up every request to the next whole cent — fractional cents preserved end-to-end (schema + code), fixing systematic overcount of small requests
Dashboard hourly and daily views now read from the same ledger — switching granularity keeps totals consistent instead of silently dropping WhatsApp traffic
Admin dashboard no longer silently caps at 1,000 rows — aggregation is now handled efficiently on the server, so totals stay accurate as the number of organizations grows.
Hidden test orgs no longer inflate global totals — "Show test orgs" toggle now round-trips to the server so all cards, averages and Top 5 lists stay consistent with the visible list
Prompt cache savings are now displayed as a real rate (based on uptime) instead of multiplying current-instance counters by 30
Budget status is now informational — budget overruns are visible in the dashboard without blocking AI features unexpectedly.
v0.10.0
New Features
Save reusable email templates for offers — pick a template when sending, customize subject and body with the new rich-text editor, and reuse them across your team
Offer emails now show your organization's logo, brand colors, and a signature block with the sender's name and contact details
Use {{recipientName}}, {{senderName}}, and {{orgName}} placeholders in email subject and body for automatic personalization
Improvements
Live preview in the Send Offer dialog shows exactly how the email will look before you send it
Email delivery errors now show the specific reason (e.g. 'domain not verified', 'rate limit exceeded') instead of a generic 'delivery failed' message
Bug Fixes
WhatsApp offer send now opens WhatsApp web or app with the offer text pre-filled and also copies it to clipboard — no more silent failures from the 24-hour Business API messaging window
Send Offer dialog no longer shows a false 'sent via email' confirmation when WhatsApp was the only channel and the recipient's phone number was missing
v0.9.46
New Features
AI Insights in Member Profile generate a Strengths summary, Bottleneck analysis, and actionable Recommendation based on each team member's recent activity — powered by Gemini with a 1-hour cache and a 10 analyses-per-day limit
Improvements
Week and Month tabs in Member Profile now navigate forward and back with left/right arrows; the Month tab displays the month and year as a header label
Member Profile modal is wider, giving content more room to breathe
Bug Fixes
Tasks Completed count in Member Profile now correctly tallies completed tasks instead of always showing 0
Client Activity metric now counts clients created directly, not only those created through leads
Month view no longer marks future dates or days off as Absent — those cells are now correctly left blank
Today badge in Member Profile no longer shows Late or Past-end warnings for team members who have no scheduled hours
v0.9.45
Bug Fixes
Calendar week view task blocks no longer show a cluttered stage-color dot; the assignee avatar hides on hover so the event time label can appear cleanly without overlapping the title
v0.9.44
New Features
Flows using PDF, image, or video templates now work out of the box — no manual upload required. Media is provisioned automatically when you save the flow
Leads automatically move to 'AI Contacted' stage when the AI qualification bot successfully reaches them via WhatsApp
Improvements
Template-driven messaging is now more reliable — media files are hosted directly from our servers instead of expiring Meta CDN links
Bug Fixes
Fixed template sends failing with a parameter mismatch error for newly connected accounts
Fixed an edge case where leads could be incorrectly marked as contacted when the fallback greeting template was used
Fixed stage transitions not immediately reflecting in the kanban and dashboard counts
Security
Security improvements
v0.9.43
New Features
Attendance Month view: click a day to see exact clock-in and clock-out times, whether the check-in was on time or late, and how many minutes late
Attendance Month view: when an admin modifies someone's attendance, the dot now shows a colored ring in that admin's color so you can see who made the change at a glance
Attendance Month view: export the whole month to Excel — ready to hand to the accountant with the daily grid + monthly totals in two sheets
Improvements
Attendance Month view: partial days now count anyone who worked less than their scheduled hours (previously only under 75% counted as partial)
Attendance Month view: removed the confusing 'Leave Code' field from the day detail popup
v0.9.42
Improvements
AI conversations now only count toward your monthly quota when leads actually reply — sending templates no longer uses your included 200 conversations
v0.9.41
Bug Fixes
Fixed calendar tasks piling up at 6 PM when dragged to evening times — tasks now land at the correct hour across the full day
v0.9.40
Bug Fixes
Fixed AI bot sending double replies when leads send multiple messages quickly — now combines all messages and responds once
v0.9.39
Bug Fixes
Fixed calendar sync creating duplicate events when multiple team members edit the same task — meetings from shared calendars no longer multiply
v0.9.38
New Features
Universal search (Cmd+K / Ctrl+K) — find any lead, client, task, meeting, offer, or settings page instantly with live results as you type
Recently viewed items now appear in the search palette before you type — jump back to anything you opened in the last few sessions
Cosmos AI can now search across everything with a single command — ask it to find leads, clients, tasks, meetings, or offers by name
Improvements
The search palette no longer darkens the whole screen — lighter backdrop blur keeps the page visible behind the search box (macOS Spotlight-style)
The search bar now covers 5 entity types instead of 2, plus every settings subpage and quick action
v0.9.37
New Features
Reusable checklists — create checklist templates once (like 'Client Onboarding' or 'Document Collection') and apply them to any client or lead. Items can have assignees and due dates.
Client detail view now has a Checklists section above Tasks — apply templates, check items off, and track progress per client
Lead detail view has a new swappable card — toggle the right panel between Form Answers and Checklists to see whichever is most useful for that lead
Clients table and leads kanban now show a small progress badge on each row — see at a glance which entities have incomplete checklists
Cosmos AI can now manage checklists — ask it to 'apply the Onboarding checklist to client X', 'mark the first item done on lead Y', or 'show me clients with incomplete onboarding'
v0.9.35
Improvements
Global Undo (Ctrl+Z) now works across more of the app — right-click move a lead to a stage, create a lead, create a client, create a task, or change task assignees, then press Ctrl+Z within 30 seconds to revert the change
Task creation undo now reacts to the Ctrl+Z shortcut, not just the toast button — the toast still appears, but the keyboard shortcut works as well
v0.9.34
Bug Fixes
Fixed WhatsApp message template uploads with a document, image, or video header — previously failed to attach the sample file to Meta's review; now works for PDFs, images, and videos
v0.9.33
Improvements
Monthly view simplified — removed confusing person-day KPI cards, streamlined summary table to show Days, Hours, Absent, Leave, and Overtime per member
Deviation display is now contextual: amber 'Arrived Xmin late' instead of red errors, emerald '+Xh overtime' badges for extra work
Weekly and monthly views now correctly preserve the morning's on-time status when someone clocks back in later in the day
On-time streak is no longer reset when a member returns for a second session
Bug Fixes
Clock-in override no longer destroys morning hours — if you accidentally clock out and clock back in within 2 hours, the system now extends your original session instead of starting fresh
Fixed false 'Late' status for everyone — the daily view was ignoring the 30-minute grace period and using 10 minutes instead
Members who work 8h+ but arrive slightly late are now correctly marked Present (with a 'late' badge) instead of Late
Fixed re-clocking case: clocking back in after an accidental clock-out no longer shows inflated late minutes when you actually worked overtime
v0.9.32
Improvements
Lead AI summary now updates automatically after every bot message — no more manual Generate button. Summary, qualification score, and bot observations stay fresh in the background
v0.9.31
Bug Fixes
Changing a task's team now correctly removes it from the old team's kanban filter — previously stayed visible in both teams until page refresh
v0.9.30
Bug Fixes
Task due dates can now be cleared — visible X button on the date row removes the date entirely (previously hidden inside calendar popup)
v0.9.29
New Features
AI business assistant now sees full lead context — source, location, timeline, template message, and expanded notes (was limited to basic contact info only)
v0.9.28
Bug Fixes
"All Teams" filter in attendance now correctly shows all team members — previously only displayed the current user's team
v0.9.27
Bug Fixes
Activity log now shows human-readable details — notes show a content summary, lead creation shows the source, and conversions display cleanly instead of technical data.
v0.9.26
Bug Fixes
Removing a team member now works correctly — previously the system showed a success message but the member remained in the list
v0.9.25
Bug Fixes
Lead assignments now persist correctly — previously, editing any lead field (notes, name, etc.) could silently clear the assigned person
v0.9.24
Bug Fixes
Tasks created via inline Kanban input now appear instantly — previously they could intermittently vanish due to a timing issue with real-time sync
v0.9.23
New Features
Clock Month view and Timesheet now support navigating to past months — use the arrow buttons to browse attendance history for salary calculation and verification
Timesheet Daily Grid cells are now clickable for admin attendance editing — click any day cell to override a member's status with an audited reason
v0.9.22
New Features
WhatsApp templates can now be hidden from the Template Library — click the eye icon on any template card to hide it from pickers and default view, toggle 'Show hidden' to reveal them again
v0.9.21
New Features
KPI values are now editable inline on the client detail page — click any metric to update it without opening a separate form
KPI metrics (ROAS, CPA, CTR, etc.) are now available as sortable columns in the clients list — enable them via Toggle Columns
Bug Fixes
Fixed column width alignment for KPI columns in the clients list table
v0.9.20
Bug Fixes
Fixed team change on task details — the team now actually updates when you select a new one (previously showed 'Team updated' but kept the old team)
v0.9.19
Bug Fixes
Fixed color picker not loading — colors and team member names now display correctly
Fixed profile photo upload failing on some devices — added fallback for image processing
v0.9.18
New Features
User Profile modal now shows clock-in/out times, work schedule, and day status alongside presence info
User Profile modal now has Week and Month tabs showing detailed attendance heatmap per team member
Activity stats now include lead calls, notes, emails, and WhatsApp messages — not just client activities
Cosmos AI can now analyze team member performance with the new Member Insights tool
Bug Fixes
Status badge now shows both presence status and clock state — 'In Meeting' from calendar sync no longer hides that you're clocked in
Activity counts now exclude automated system events for more accurate stats
v0.9.17
Bug Fixes
Attendance hours now calculated from clock-in/out times instead of activity tracking — fixes false 'Partial' status for full-day workers
Auto-Closed sessions now show real attendance status (Present/Late/Partial) instead of implementation detail
Team department filter now works correctly in Day Timeline view
Overview tab Day Timeline now respects department filter selection
v0.9.16
New Features
Task notes now support Bold, Italic, and Strikethrough formatting via the / slash command menu
v0.9.15
Bug Fixes
Calendar task drag-and-drop now places tasks at the correct time slot with a visible drop preview while dragging
v0.9.14
Bug Fixes
WhatsApp template name now auto-converts spaces to underscores as you type
v0.9.13
Bug Fixes
Offer email and WhatsApp delivery errors now show specific failure reasons instead of generic messages
v0.9.12
New Features
Simplified client Activity tab — shows only key events (conversion, status changes, tasks, meetings, notes) with task activities grouped by task name
Improvements
Activity details now show exact date and time instead of relative timestamps
v0.9.11
Bug Fixes
Revenue insight card toggles (This Month / Last Month / YTD) now work as radio buttons — only one can be active at a time
v0.9.10
Bug Fixes
Default KPIs now auto-apply to all clients — previously only worked during lead conversion
v0.9.9
Improvements
Team members can now reassign tasks to their own teams — previously only admins could change task teams
Bug Fixes
Tasks imported from Google Calendar now correctly show their assigned team instead of 'No team'
Google Tasks disclaimer text no longer clutters task descriptions in the CRM
v0.9.8
New Features
Personal color picker upgraded with full color wheel, HEX input, and unique color enforcement per team
Improvements
Cosmos AI can now change your profile color via chat
v0.9.7
Bug Fixes
PDF and image attachment settings in AI flow builder now save correctly — typing in caption fields and uploading files no longer produces scrambled text or loses uploads
v0.9.6
New Features
Cosmos AI now shows real-time progress during tool execution — you see exactly what it's doing instead of a generic 'Thinking...' spinner
New stop/cancel button lets you abort Cosmos AI mid-response instead of waiting for it to finish
Cosmos AI now shows its reasoning process in a collapsible 'Thinking' block before answering
Improvements
AI responses stream word-by-word in real-time instead of appearing all at once after processing completes
Cosmos narrates each step before performing it — 'Looking up leads now...' appears instantly before the search runs
v0.9.4
Bug Fixes
Fixed a critical bug where editing text in the Flow Builder (like the routing question) could accidentally erase the entire flow configuration
v0.9.3
New Features
New Revenue insight card on the Clients page — shows monthly revenue calculated from billing schedules with This Month, Last Month, and Year-to-Date toggles
All Key Insight cards now respond to page filters — filtering by team, status, account manager, tags, or search updates the insight numbers to reflect only those clients
Improvements
Client stats moved to server-side computation for more accurate and consistent numbers across all insight cards
v0.9.2
Bug Fixes
Calendar tasks that overlap in time now correctly stack with newer tasks on top, matching Google Calendar behavior
v0.9.1
Bug Fixes
Google Calendar tasks no longer appear on everyone's calendar — tasks are now correctly scoped to the creator's team
Fixed team member department assignments showing in wrong teams
v0.9.0
New Features
Undo support expanded across the entire CRM — leads, tasks, and clients all support Ctrl+Z and toast Undo buttons
Undo now works on: stage changes, assignee changes, tag edits, notes, field edits, deal values, billing config, reminders, attachments, and bulk operations
Improvements
Faster undo via Ctrl+Z keyboard shortcut anywhere in the app — no need to click the toast button
v0.8.18.4
Bug Fixes
Clock-in/out popup now properly updates sidebar and all UI components
Fixed 'Continue 1h' overtime button reappearing every 10 seconds instead of waiting 1 hour
Attendance table now shows real-time worked hours for active members
Clocked In stat now correctly includes members on break
Auto-close safety net unified to 12 hours across all settings
Timeline 'Present' bar now visually distinct from active work blocks
v0.8.18.3
Bug Fixes
Fixed crash on Team page when viewing attendance schedules — schedule time fields were causing an 'Invalid time value' error
v0.8.18.2
Bug Fixes
Fixed random page teleportation — navigating between pages no longer jumps you back to a previously visited page
v0.8.18.1
Improvements
Când creezi un reminder de follow-up și ai Google Calendar conectat, vezi o notificare că se sincronizează automat
Bug Fixes
Reminderele de follow-up pentru lead-uri nu mai apar de două ori în Google Calendar
Reminder-ele se sincronizează doar în calendarul celui care le-a creat, nu al tuturor din organizație
v0.8.18.0
New Features
Automation rules now live inside conversation branches — auto-tagging, behavior modifiers, and qualification criteria are placed directly where they apply instead of globally
Flow Builder supports dragging automation nodes into any branch for precise control
Improvements
Landing page fully translated — all sections now support Romanian/English switching
AI bot no longer re-applies tags on every message — smarter duplicate detection
v0.8.17.1
Bug Fixes
Added sign-out button on the onboarding page — no more clearing cookies if you log in with the wrong account
Dashboard no longer briefly flashes before redirecting new users to onboarding
v0.8.17.0
New Features
AI Flow Builder now lets you add Auto-Tag, Behavior Modifier, and Qualification nodes directly to conversation branches — giving you full visual control over automation
New 'Mark as Qualified' node type — place it in your flow to automatically mark leads as qualified when they reach that point in the conversation
Improvements
Global Rules panel simplified to just Business Hours and Escalation — the rest moved into the visual flow builder where you can see and edit them
Existing global rules auto-migrate to flow nodes when you open AI Settings — no manual setup needed
v0.8.16.0
New Features
WhatsApp now detects billing failures automatically — a red banner appears when Meta can't charge your payment method, and the AI bot pauses to avoid wasting resources
New 'Payment Failed' tab in Failed Messages queue lets you bulk-retry all messages that failed due to billing issues
WhatsApp contact matching now supports Meta's upcoming Business-Scoped User IDs (BSUIDs) for the June 2026 migration
Improvements
Payment-related errors are now classified separately from other WhatsApp failures for clearer diagnostics
v0.8.15.0
New Features
Admins can now control whether team members see the 'clock in from schedule start' option — new toggle in Team Hub → Schedule → Attendance Rules
v0.8.14.2
Improvements
Quarterly billing date calculation now handles month-end dates correctly
Bug Fixes
Task notes no longer lose text while typing — autosave no longer overwrites what you're actively writing
Fixed billing date showing next month instead of current (e.g., May instead of April for March 20 monthly billing)
Fixed leap year billing (Feb 29 yearly now correctly goes to Feb 28)
Fixed billing date shifting by one day for certain timezones
Fixed background billing advancement overwriting manual date changes
Fixed editing billing schedule resetting the next billing date even when only changing amount or notes
v0.8.14.0
Bug Fixes
Weekly and monthly attendance hours now show actual work time (clock in to clock out) instead of platform activity tracking
Late arrivals are now detected correctly — computed from clock-in time vs schedule, not from unreliable database flags
Month view no longer crashes — shows a proper error message if data fails to load
Team filter dropdown now only shows relevant options per view (Daily shows Today, Weekly shows This Week, etc.)
Past dates in Daily view now show all team members — absent members appear with red 'Absent' label instead of being hidden
Weekly view now correctly recognizes public holidays instead of marking them as absent
v0.8.13.9
Bug Fixes
Bot flow builder no longer deletes nodes when using Ctrl+A, Backspace, or other keyboard shortcuts inside edit dialogs
v0.8.13.8
Bug Fixes
WhatsApp template preview now shows automatically when creating a new template
Template text box expands as you type — no more scrolling inside a tiny fixed area
Applying bold, italic, or strikethrough formatting no longer jumps the text to the top
v0.8.13.7
Bug Fixes
TikTok lead sync no longer fails when Smart+ ad endpoints are slow — partial results are preserved instead of losing everything
v0.8.13.6
Bug Fixes
Document upload now supports files up to 50MB — large files no longer fail with a generic error
v0.8.13.5
Improvements
Task pages now load significantly faster — reduced data transfer by up to 80% by fetching only essential fields
Images in task notes and comments load progressively with blur placeholders, optimized sizes, and lazy loading
v0.8.13.4
Bug Fixes
Auto-stop at schedule end now works correctly — system properly detects shift end times and auto-clocks out users who close the browser
Attendance status correctly shows 'Auto-Closed' instead of resetting to 'Present' the next day
Schedule-based attendance now automatically applies to all team members when only one schedule exists
v0.8.13.3
Bug Fixes
Task comments from other team members now appear correctly in real-time instead of flickering or showing as 'Unknown'
Editing comments and chat messages now auto-expands the text box to show the full content
Inline task drafts in Kanban columns can now be dismissed with an X button on hover
v0.8.13.2
Bug Fixes
Pressing '?' to open the keyboard shortcuts dialog now works correctly on all keyboard layouts
Task comment indicator (blue dot) on Kanban cards now clears after viewing comments
WhatsApp template name field now auto-converts spaces to underscores as you type
Resending offers via multiple channels now attempts all channels even if one fails, with partial delivery feedback
Task status change toast now shows the stage name (e.g. 'In Progress') instead of the technical slug
v0.8.13.1
Bug Fixes
Gmail import no longer creates leads from emails that don't match any configured import rule (e.g., career applications, newsletters)
v0.8.13.0
New Features
Clicking '+ New Task' or pressing N on the tasks page now instantly creates a task and opens the full detail view — no more Quick Add dialog
v0.8.12.2
Bug Fixes
Cursor now automatically focuses on the task name input after selecting an emoji in the kanban inline task creator
v0.8.12.1
Improvements
Clear All button renamed to 'Clear all filters' and moved inline next to filter buttons for better discoverability
v0.8.12.0
New Features
Admin attendance override — click any day in the monthly calendar to manually correct a member's status with a required reason and full audit trail
Improvements
All clock views now use unified status calculation with schedule awareness — consistent across daily, weekly, and monthly
Schedule resolution batched to 3-4 queries total regardless of team size, eliminating per-member query overhead
Bug Fixes
Daily timeline now shows all scheduled team members, not just those with activity
Member names display correctly on past dates instead of showing raw IDs
Team filter now works on all dates in daily view, not just today
Weekly view team filter now correctly filters by department instead of showing everyone
Late arrivals count now accurately reflects members who clocked in after their scheduled start time
Monthly calendar no longer marks members as absent when they have no schedule configured — shows 'Unscheduled' instead
Removed duplicate date navigation arrows in daily view
v0.8.11.5
Improvements
Team clock week and month views now use schedule-aware status calculation — off days, holidays, and unscheduled members display correctly
Bug Fixes
Short tasks (15 min) in calendar week view can now be clicked to open — previously the resize handle blocked all clicks
Team clock month view now correctly shows pre-approved leave for future dates instead of marking them as absent
Team clock department filter no longer silently shows all-org data when a query error occurs
v0.8.11.4
Bug Fixes
Tasks no longer disappear from Kanban board after marking a task as done in Calendar view
v0.8.11.3
Bug Fixes
Chat notification dot on task cards now clears after you open the task and read the messages
v0.8.11.2
Improvements
Task Configuration settings now auto-save instantly when you change them — no more confusing grayed-out Save button
Cleaned up Task Configuration by removing non-functional settings (Channel Mapping, Auto-Assignment routing, AI Formatting) that were never wired up
Duration dropdown in Task Configuration now matches the dark theme properly
v0.8.11.1
Improvements
Test Bot now opens as a clean slide-out panel instead of a dropdown — easier to test your AI assistant while viewing settings
You can now choose which conversation flow to test with when testing your AI bot
v0.8.11.0
New Features
Tasks now auto-save when you click away or press Escape — no more lost work when creating tasks from Quick Add or kanban columns
Every task creation now shows a confirmation toast with an Undo button — click it within a few seconds to undo
Your team is now automatically assigned to new tasks based on your 'My Defaults' setting in Task Configuration
v0.8.10.5
Security
Security improvements
v0.8.10.4
New Features
Keyboard shortcuts hint now visible in your sidebar menu — click your name, then 'Shortcuts' to see all available hotkeys
Bug Fixes
Permission checks no longer cache results from fallback paths, preventing stale access after session changes
v0.8.10.3
Bug Fixes
AI settings now save correctly — fixed a permission check that could falsely deny access when browser session tokens were refreshing
Real-time notifications (lead alerts, mentions, task assignments, urgent messages) now auto-recover after connection drops instead of going permanently silent
v0.8.10.2
Improvements
Branding changes (logo, colors, theme) now apply immediately across the app without waiting for cache expiry
Bug Fixes
Pipeline stages editing no longer makes leads disappear — renaming, reordering, or deleting stages now instantly updates the view instead of showing stale data for up to 24 hours
v0.8.10.1
Improvements
Day Timeline shows a 'Present' bar — amber line spanning clock-in to clock-out so you can see when someone was at work even during idle periods
Overtime is now an active choice — 'Continue (1h)' button extends the session explicitly instead of silently allowing 2 extra hours
Bug Fixes
Auto-stop at schedule end now works — shift-end dialog is non-dismissible with visible countdown timer (15 min for overtime, 5 min without). System auto-clocks-out if no response
v0.8.10.0
New Features
Mention tasks with @ in comments and chat — type @ then search for any task to link it inline, Notion-style with emoji and title
Improvements
Slash command menu simplified — removed the buggy /task flow in favor of the new @ mention system
v0.8.9.3
Improvements
Team page reorganized — Hub, Members, and Roles are now the main tabs with Attendance views (Overview, Daily, Week, Month, Schedule, Timesheet) accessible from a dropdown button
Pontaj section renamed to Attendance with Timesheet for the admin grid — universal English labels across the interface
v0.8.9.2
Bug Fixes
Clock-in reminder popup now appears correctly when work schedule starts — previously the popup never showed even with the setting enabled
v0.8.9.1
Bug Fixes
Comment drafts in task details now persist when closing and reopening the dialog — your unsent text is saved automatically and restored
v0.8.9.0
New Features
Auto-assign creator and team when creating new tasks — you are automatically added as assignee and your primary team is set
Configurable auto-assign preferences in Task Settings — personal 'My Defaults' section with toggles for self-assignment and team assignment
Three-tier preference system: personal override, organization default, and system fallback — admins set baseline, users customize
v0.8.8.0
New Features
Complete Team Clock module redesign with 6 dedicated tabs: Overview (live roster + exceptions), Daily (date-navigable attendance + member detail), Week (color-coded grid with drill-down), Month (simplified dot heatmap with detail panel), Schedule (restructured rules + holidays), and Pontaj (admin timesheet)
Global filter bar on Team page — filter by team, member, and date range across all clock tabs with shareable URL links
Daily tab with date navigation — browse any day's attendance, click a member to see schedule vs reality detail panel
Two-layer tracking system — attendance (clock in/out) alongside task metrics (assigned, completed, completion rate) per member
Unified day status model with 10 standardized statuses: Present, Late, Partial, Absent, Leave, Holiday, Off Day, Incomplete, Auto-Closed, Overtime
Improvements
Week view now shows KPI summary cards, color-coded cells matching attendance status, expandable day detail on click, and team totals footer
Month view simplified with cleaner dot colors, clickable dots showing below-grid detail panel, and streamlined summary table
Schedule tab reorganized: templates and holidays side-by-side, attendance rules in dedicated section
Historical daily stats now correctly derive from clock records instead of live status data
v0.8.7.0
New Features
Blog section with 7 bilingual articles (EN/RO): AI Business Assistant, Lead Centralization, Time Tracking, WhatsApp Flow Builder, Client Management, Team Collaboration, and Meeting Transcription
Landing page secondary feature grid showcasing Pontaj, Analytics, Team Chat, Team Hub, COSMOS Alerts, Meeting Transcription, and Partner Program
EN/RO language toggle on all marketing pages — switch between English and Romanian content instantly
Notion-style inline task creation directly inside Kanban columns without opening a modal
Comprehensive LLM documentation (llms.txt and llms-full.txt) with full product reference for AI search engines
Improvements
Product positioning updated across all marketing touchpoints — landing page, auth pages, structured data, and LLM-facing content
Sitemap expanded with blog pages and refreshed lastModified dates for better search engine crawling
Structured data enriched with a 25-item feature list and accurate product descriptions for search engines.
Privacy policy updated with correct trade registry number
Bug Fixes
Rich text headings, quotes, and code blocks now only apply to the current line instead of converting the entire paragraph
Typing '/' with text selected no longer destroys content — cursor moves to end of selection safely
Date chips in task notes now open a calendar picker instead of only showing today's date
8 production issues resolved across webhooks and AI providers.
5 additional production issues fixed including AI provider bypass and page rendering inconsistencies.
Security
Security improvements
v0.8.6.0
New Features
Global Ctrl+Z undo system: undo recent changes across leads, tasks, and clients from anywhere in the app
WhatsApp welcome messages can now include a PDF follow-up sent automatically after the template
WhatsApp template creation overhauled: media headers (image/video/document), formatting toolbar, and improved variable handling
AI flows now support up to 10 images per flow (previously limited to one)
Gmail rule cards now display in a 3-column grid for a cleaner, denser layout
Cosmos AI feedback system: users can now rate AI responses, and the full conversation context is saved so the team can review and improve AI quality over time.
Task toolbar now supports department-grouped bulk assign and bulk team change
Improvements
Real-time update security hardened — access controls enforced on all live-update streams, with improved visibility into connection issues.
AI qualification template selection unified — HEADER variable blindness resolved
WhatsApp flow builder enforces a template on the initial routing question
Bug Fixes
13 production errors resolved including proxy auth headers, Meta webhook handling, and cache invalidation edge cases
Calendar sync now correctly performs initial task sync on connect and prevents duplicate calendar event mappings
Task title no longer resets to 'Untitled' while the user is still typing
Rich text editor slash menu auto-dismisses correctly when a space is typed
Lead pipeline insights now correctly uses stage sort order for qualified classification
Campaign table no longer overflows on narrow viewports
Auth fallback added for webhook routes; removed shadowing proxy that was silently discarding auth headers
Security
Security improvements
v0.8.5.0
New Features
Conversation header now shows a badge indicating which AI flow is active
Interactive time picker added to the calendar quick-add popup for precise scheduling
Improvements
Calendar overlapping events now use opaque backgrounds with white text for better readability
Bug Fixes
Rich text comment editor: stale content no longer shown when editing a comment
Scheduling conflict warning added to task detail view
ANAF company lookup migrated to v9 API after v8 was decommissioned
Rich text editor slash menu no longer accidentally submits on Enter, and images are now supported in comments
Kanban column header is now always clickable for bulk selection regardless of task count
Rich text editor scroll wheel now works correctly inside dialogs
Calendar member event colors updated to match Google Calendar's accessible muted tone palette
v0.8.4.1
Improvements
AI assistant rebranded throughout the app as 'Business AI Assistant' for clearer positioning
v0.8.4.0
New Features
Server-side caching added across 26 data functions — significantly faster page loads for frequently accessed data.
Company data auto-populate: type a Romanian CUI or EU VAT number and company details fill in automatically via ANAF/VIES lookup
Integration token health monitoring: expiring or invalid API tokens (Meta, TikTok, Gmail) now trigger email alerts and a dashboard banner
Deployment version skew protection: users on an outdated page version are automatically refreshed after a deploy
Admin analytics dashboard with live org metrics and AI-generated reports powered by Gemini
Kanban bulk selection now supports selecting all tasks in a column with a single click
Task comments now autosave drafts so work is never lost
Task calendar events default to 30-minute duration when no end time is set
Image lightbox zoom and natural-size handling improved
Improvements
Google Calendar events now cascade overlapping entries for readable display of event names
Bulk selection toolbar floats at the bottom of the viewport for easier access
Task scheduling conflict detection repaired with a clear blocking confirmation dialog
Kanban drag-and-drop uses horizontal collision detection for more accurate card placement
Bug Fixes
Fixed a production crash that caused pages to not render correctly after deployments.
Lead search popover now reopens correctly when typing resumes
Gmail import duplicate lead prevention restored via email dedup index
PDF generation no longer causes a Worker crash on the leads page
Task detail modal now stays in sync with real-time updates from other team members
Task end time clamped to start + 15 minutes minimum instead of incorrectly advancing to the next day
v0.8.3.0
New Features
New interactive onboarding system: owner welcome modal, guided checklist, spotlight tour, and confetti celebration on completion
Invited team members now get a dedicated 3-step onboarding flow
Cosmos AI can now guide new users through onboarding steps, navigate pages, and generate or remove demo data on request
Smart empty states on leads, tasks, clients, and dashboard guide new users to take their first action
Flow builder enhanced with new node types and UI improvements
Push notification service worker and notification settings improved
App now automatically recovers from stale bundle errors after a deployment without requiring a manual page refresh
Undo functionality added to Kanban task stage moves
Improvements
Welcome message flow now enforces a valid approved template before it can be set as default
Onboarding checklist is now correctly positioned relative to the sidebar without layout overlap.
Mention highlighting in chat now correctly handles quoted nicknames
Security
Security improvements
v0.8.2.0
New Features
Email import now supports Outlook and Power Automate in addition to Gmail, with a unified provider tab UI
Bug Fixes
Gmail toolbar button renamed to 'Mail' to reflect multi-provider support
Mail popover width adjusted to match Meta/TikTok popovers for visual consistency
Google Calendar OAuth scopes narrowed to pass verification compliance requirements
Removed stale disconnectGmail references that were causing build errors
v0.8.1.0
New Features
Kanban board now loads tasks in pages — scroll to load more with customizable page size
Bulk task operations expanded: reassign, comment, and manage multiple tasks at once
v0.8.0.0
New Features
Task detail view now shows a saving indicator and supports inline description editing with autosave
Tasks can now include a summary field for at-a-glance context
Rich text editor now supports image insertion in task descriptions
Image lightbox now blocks all background interaction while open, with improved zoom controls
Bug Fixes
Kanban task ordering and task creation behavior corrected
v0.7.8.1
New Features
Auth: spell check disabled on all email input fields (login, register, profile setup, team invite) — prevents browser interference with email addresses
Improvements
Member role defaults updated — Settings, Team, and AI default to view-only; Referrals defaults to off for new members
Subscription plan names and feature descriptions unified for consistency across all pricing surfaces
v0.7.8.0
New Features
Onboarding: new profile setup step added to the onboarding wizard
Onboarding: dynamic step progress tracking and currency support during account setup
Improvements
Google Calendar: Disconnect, Sync Now, and Settings buttons work correctly in the Calendar settings panel
Google Calendar: manual sync now runs synchronously with extended timeout for reliability
Bug Fixes
Calendar: renew-calendar-channels cron job now correctly registered and running
Calendar: fixed sync status getting permanently stuck as 'syncing'
Calendar: timezone fallback and missing initial sync issues resolved
Tasks: UTC times no longer display as local time in task detail date/time inputs
v0.7.7.1
New Features
Google Calendar: added Google Calendar card to the Integrations settings page
Improvements
Platform update with enhanced password validation
Brute-force rate limiting added to the auth proxy
Bug Fixes
Leads: hard-delete now works correctly when clicking Delete (was archiving instead)
Leads: bulk delete now permanently removes leads instead of archiving them
Leads: clear error message shown when unarchiving a lead whose phone number conflicts with an existing record
Leads: Delete button added to the lead modal detail view header
Tasks: Kanban mutations now have an invalidation fallback to prevent stale board state
Calendar: redirects correctly back to tasks after connecting Google Calendar
Calendar: fixed CalendarSyncButton always showing as not-connected
v0.7.7.0
New Features
Google Calendar and CRM Tasks bidirectional sync — tasks created in the CRM appear in Google Calendar and vice versa
Tasks toolbar: Calendar Sync button to connect and trigger Google Calendar sync
Insights: upgraded KPI cards and charts with visual polish and more accurate funnel calculations
Lead sharing: live stage-filtered lead sharing with field-level data control and a table layout with date column
Multi-flow: smart template selection and default flow picker — set which conversation flow handles new contacts by default
Leads: win/qualified stage toggle in the pipeline editor — mark stages as qualified or won directly from pipeline settings
Cosmos AI: real-time thinking steps UI — watch the AI reason through requests step by step
Cosmos AI: upgraded to Gemini Embedding 2 with contextual retrieval for more relevant memory recall
Cosmos AI: expanded knowledge generation across 15 platform-specific categories
Improvements
Insights funnel: cards now match pipeline stage toggles (contacted / qualified / lost) for consistency
Bug Fixes
Insights: funnel counts now use the date a lead was first qualified for accurate historical reporting, rather than their current stage.
Leads: the qualification date is now automatically recorded when a stage is marked as qualified.
Multi-flow: flow no longer destroyed on create; graceful fallback when no flow is found
Lead sharing: fixed save error and duplicate partner rows appearing in the connections popover
Security
Security improvements
v0.7.6.0
New Features
Team Hub clock: leave management, public holidays, and work mode tracking (remote, office, hybrid)
Team Hub clock: Pontaj export — download attendance reports as PDF, CSV, or Excel via the Export dialog
Team Hub clock: Day Timeline view, AI-assisted clock tools, leave integration, and overtime calculations
Clients: team assignment features — assign clients directly to team members from the client management view
Demo booking: booked time slots now show as disabled (not hidden) and include phantom bookings for social proof
Demo booking: extended hours 7am–11pm, auto-detects visitor timezone, and adds a timezone picker
Improvements
Performance: replaced slow admin user list calls with org-scoped lookups — significantly faster team-related pages
Bug Fixes
Lead export: fixed cross-organization lookup failures that were blocking admin-initiated exports.
Real-time lead detail: added error handler to prevent silent subscription failures
v0.7.5.0
New Features
Flow Builder: Meta message templates can now act as flow entry points — customers receive your template and are automatically routed into the correct conversation flow
Team Hub clock: Week View, Month Heatmap, and full Pontaj table for reviewing attendance and hours over time
Improvements
Sidebar user dropdown unified — clock status, account settings, and clock-in/out are now in one consolidated menu
v0.7.4.0
New Features
Team Hub clock: 'Apply to All' button in the work schedule editor — set one day's hours across the full week in one click
Team Hub clock: activity ring, sidebar clock controls, and a clock-in reminder popup when you forget to clock in
Bug Fixes
Landing page: fixed blank page and scroll performance issues on mobile
Clock status selector now syncs correctly with the database status on page load
v0.7.3.2
Bug Fixes
Gmail Import: critical fix — email body rules were being incorrectly outranked by subject catch-all rules, causing leads to match the wrong import rule.
Status banner: no longer triggers false error alerts for temporary network blips.
v0.7.3.1
Improvements
Gmail Import script bumped to v2.7: self-reports version and uses a 3-day search window for more reliable lead capture
Bug Fixes
Gmail Import: critical fix — null hasWords value no longer causes script crash on certain rule configurations
Team invitations: added fallback when user profile update fails during signup, preventing blocked onboarding
Tasks: bulk delete optimized in both Kanban and data table views
v0.7.3.0
New Features
Team Hub: full Pontaj (time-tracking) system — clock in/out, activity tracking, work schedules, and live dashboard
Team Hub: member roster with live clock-in status, elapsed time display, and activity feed showing only active members
Offers: link expiry feature — set an expiration date on shared offer links
Offers: shareable link generation directly from the Send Offer panel
Offers: PDF editing functionality integrated into offer components
Improvements
Performance: fixed critical INP and LCP bottlenecks on leads, clients, and AI pages for faster interactions
Gmail Import: enhanced script version reporting and config API handling
Bug Fixes
Team Hub clock: correctly fetches live clock state on mount instead of showing stale UI
Team Hub dashboard: consolidated duplicate sections for a cleaner, more compact layout
v0.7.2.0
New Features
AI Qualifier Bot: usage-based pricing with live conversation tracking — see exactly how many AI conversations you've used
Dashboard: live AI quota usage bar with awareness banner when approaching limits
Integrations settings page redesigned with a uniform card grid — cleaner and easier to navigate
Subscription management and notification settings improvements on the dashboard
Improvements
Removed redundant WhatsApp Messages metric from Usage Metrics to reduce clutter
v0.7.1.0
New Features
Server error tracking is now fully instrumented — errors are captured with full context instead of silently failing.
AI provider resilience hardening — AI features now recover gracefully from provider outages with fallback logic
Improved tracking and logging for AI operations.
Improvements
Pricing updated: Standard plan now €39.99/month, Pro plan €79.99/month across all pages and SEO schema
Bug Fixes
Auth: improved session recovery — prevents access failures in rare edge cases where session data is incomplete
Fixed invitation URL inconsistencies and password validation gaps in the invitation acceptance flow
v0.6.9.2
New Features
Team invitation link is now always available for clipboard copy and manual sharing — Copy Link button added to the invitations table
Improvements
Navigation sidebar reorganized — Organization section now appears above Income Opportunity
Meeting transcription upgraded to PyAnnote AI Precision-2 for more accurate speaker identification
Bug Fixes
Fixed a race condition that could cause a blank screen when converting a lead to a client
Fixed Gmail import silently discarding re-submitted leads instead of enriching existing records
Security
Security improvements
v0.6.9.1
New Features
Offer PDFs can now be previewed directly in the service modal and send panel before delivery
WhatsApp offer messages are now editable with a saved template per organization
Production-grade notification system for leads, tasks, and due dates — notifications now appear reliably and route to the correct page
Leads gain a configurable 'Contacted' stage flag for accurate Uncontacted metrics
Bug Fixes
Fixed the back button not returning to the correct client or lead when navigating from tasks
v0.6.9.0
New Features
Offers system fully rebuilt: upload or auto-generate PDFs per service, send offers via WhatsApp or email, track when recipients open them, and view all sent offers in a dedicated tab
Meta Ads integration now shows OAuth scopes and token expiry, with a clear re-authorization flow
AI assistant now handles live approval requests — approve or reject AI actions directly from the panel
Settings forms now show success confirmations after saving
Bug Fixes
Fixed Gmail import rule matching — rules now use full server-side AND logic so all conditions must match
Fixed duplicate or incorrect lead names being imported from email webhooks
v0.6.8.0
New Features
Schedule AI conversations in bulk — set a date for the AI to start reaching out to selected leads
Pipeline stages can now be marked as win or loss for accurate conversion metric calculation
Billing schedules now support a 'mark as paid' action and show a billing summary
Form response rules are now applied automatically during lead processing
Team Management page redesigned to focus on Roles & Permissions
Bug Fixes
Fixed the Uncontacted leads metric always showing 0
Fixed lead stats not refreshing after a stage change
Fixed TikTok Ads sync not capturing ad and campaign names
v0.6.7.1
New Features
Meeting transcription now uses voice profiles to identify and merge speakers automatically
Calendar supports click-to-create tasks with automatic due date population
Tasks now support team assignment — assign a task to an entire team, not just an individual
Bug Fixes
Fixed dropdowns, date pickers, and popovers appearing behind modals and the COSMOS AI panel
Fixed Kanban cards stacking incorrectly during drag and drop
Fixed client stats and counts not respecting team-level access restrictions correctly
v0.6.7.0
New Features
Leads auto-archive system — leads inactive beyond a configurable threshold are automatically archived, with a timeline view of archiving activity
Client management now supports team member prioritization and updated billing schedule options
Meeting recordings can now be linked to a client record directly from the meeting detail view
v0.6.6.0
New Features
Bulk actions toolbar now dynamically reflects your pipeline stages
Google Calendar integration gains the ability to create events with a Google Meet link
Improvements
Role editing modal redesigned with cleaner permission level selectors and bulk controls
COSMOS alerts now display richer metadata in alert cards
Bug Fixes
Fixed deal value parsing errors on the dashboard metrics cards
v0.6.5.2
New Features
Kanban board now loads columns progressively with cursor-based pagination — no more missing leads on large pipelines
Team invitations now handle existing users correctly with a dedicated invitation link flow
Improvements
Eliminated duplicate network requests on page load, making the Kanban board noticeably snappier
Bug Fixes
Fixed a bug where the server-side prefetch limit was hiding leads from the Kanban view
v0.6.5.1
New Features
Task calendar view added — visualize tasks on a calendar alongside the standard views
Lead export now supports advanced filtering options and opens in a dedicated modal
Improvements
Further performance optimizations: faster permission checks, parallel data loading, virtualized leads table for large datasets, and reduced auth overhead
Bug Fixes
Fixed Google Sign-in getting stuck on 'Connecting…' indefinitely
Fixed navigation progress bar not displaying correctly
v0.6.5.0
New Features
Rich text editor with @mention support for notes on leads and clients
Leads list view now shows phone and website columns with a column visibility toggle
Added inline stage change directly from the leads list — no need to open the lead
Tasks now show completion indicators and support optimistic (instant) completion
COSMOS alerts system is now live — AI-powered alerts appear in the sidebar
Password recovery flow overhauled with improved session management
Integration management links added to lead and client settings sections
Real-time presence system refactored — see who else is viewing the same record
Improvements
Significant performance improvements across the app: faster page loads, reduced network requests, lighter JavaScript bundles, and snappier navigation feedback
Bug Fixes
Fixed deal value and next invoice date not being saved when converting a lead to a client
Fixed missing alert permissions causing alerts page to be inaccessible
v0.6.4.0
New Features
Added conversation status tracking — see at a glance which conversations are open, waiting, or resolved
AI qualification enhancements for incoming WhatsApp conversations
Onboarding now supports custom field configuration and tracks import job progress
v0.6.3.0
New Features
Introduced billing schedule management — create, edit, and track billing milestones for clients
Meta Ads and TikTok Ads integrations can now backfill historical leads
Bug Fixes
Fixed live updates dropping when returning to a tab after a period of inactivity
Fixed owner role changes being incorrectly blocked when multiple owners exist
Fixed referral records not activating immediately after a successful payment
v0.6.2.0
New Features
Gmail import now supports assigning multiple team members to incoming leads
Lead segments now support all available filter types
Bulk lead updates now support managing assignees
Departments can now designate a default department
Bug Fixes
Fixed broken login links that were pointing to the wrong URL
Fixed a crash that occurred during page navigation
Security
Security improvements to data access controls and permission enforcement
v0.6.1.0
New Features
Complete rebuild of the Offers system with improved structure and dashboard integration
Improvements
Refreshed color palette and visual theme consistency across the app
v0.6.0.0
New Features
Redesigned dashboard with faster server-side data loading and real-time metric breakdowns by time period
v0.5.10.1
Improvements
Error reporting coverage expanded across all remaining pages
Bug Fixes
Fixed rendering errors on Google Calendar and WhatsApp settings pages
Fixed Gmail auto-assign not logging validation errors correctly
v0.5.10.0
New Features
Real-time architecture upgraded to event-driven broadcasts — all live updates (leads, clients, notifications, chat) are now faster and more reliable
Lead import settings consolidated into the Integrations page for easier access
Gmail Apps Script setup guide redesigned with improved step-by-step instructions
Improvements
Subscription plan limits updated to support larger teams
Invite member dialog now loads available roles dynamically with improved loading states
Lead fetching now enforced server-side, ensuring team members only see the leads they are authorized to access
v0.5.9.1
Improvements
Billing page now loads subscription data server-side for faster display
Bug Fixes
Fixed crash when accepting a team invitation via email link
Fixed duplicate Stripe customers being created during checkout in some edge cases
Fixed team invite acceptance failing after a server action hash mismatch
v0.5.9.0
New Features
Bulk AI qualification — select multiple leads and run AI qualification on all of them at once
AI lead summaries are now saved and reloaded automatically — no need to regenerate on each visit
GDPR marketing consent checkbox added to WhatsApp lead capture forms
Welcome automation settings now available directly in the AI Settings panel and Quick Toggles sidebar
Qualification criteria can now be managed inside the Flow Builder
Improvements
WhatsApp AI flow guidance unified for more consistent conversation handling
Phone number normalization improved for more reliable lead matching from WhatsApp
Bug Fixes
Fixed Kanban selection mode interfering with lead context menus
Fixed Gmail name extraction failing for certain email address formats
Security
Security improvements
v0.5.8.1
New Features
WhatsApp Business phone number registration now available directly from the integrations settings page
WhatsApp template variables now support HEADER component mapping
Improvements
AI settings form shows unsaved changes indicator and a reset button
Template variable mapping UI for WhatsApp message templates
Bug Fixes
Fixed WhatsApp OAuth callback failing due to missing scope permissions
Fixed WhatsApp template sync errors and improved user-facing error messages
v0.5.8.0
New Features
Flow Builder: import and export conversation flows for backup or sharing between organizations