Release Notes

Release history mirrors the root README.md so the wiki stays current when it becomes the GitHub wiki repo. Dates use ISO format for easy linking.

v1.0.1-alpha (2025-01-24)

• Massive merge from personal branch with .NET 9 upgrade, solution restructure, and SQLite desktop default
• Accounting: new invoicing/settlement screen + checklist enhancements, DocuSign + payment signals expose status everywhere
• Global Profile: agency-level system settings now stored in DB along with plugin toggles
• SmartPaste: email footer + blob pasting for Leads and Clients with AI field extraction
• Attachments: support Azure Blob/local/NAS, hashed storage, fast thumbnails, and Epic document sync
• Leads: prioritized pipeline, quick AI extraction to prefill forms
• Desktop Outlook: advanced search from inside Quickfire, triggered via tray helpers and Ember commands
• RingCentral: incoming-call toast, click-to-dial, call log feed, call recording download & transcription
• Click Helpers: trigger links for tel/mailto/outlook, ctrl-click copy shortcuts everywhere
• Renewals: submissions tab auto-prompts for incumbent submissions, request/update flows improved
• AI Stack: Semantic Kernel powered Enhanced AI Chat, SmartPaste, Proposler pipeline, pluginized OpenAIPro
• SyncFusion 27.1.56, improved FireSearch, logging, SmartPaste component, plugin system seed, state service overhaul

v0.1.0 (2024-10-17)

• Leads management UI, RingCentral webhook prototype, CRUD hardening across core entities
• Forms tab renamed + expanded with PDF library + JSON save, credential vault for carrier logins
• Homepage layout polish, saved filters for renewals and task ordering improvements

v0.0.4 (2024-09-08)

• Base URL/env var config cleanup, UI/UX polishing, contact avatar uploads, primary contact logic fixes

v0.0.3 (2024-09-05)

• Renewal filter state persistence, enhanced renewal tasks, keyboard-driven fast search, file org cleanup

v0.0.2 (2024-08-28)

• Client browsing improvements, GL/WC/Auto coverage detail screens, certificate editor, endorsement attachments

v0.0.1 (2024-08-20)

• Initial release: Clients, Carriers, Contacts, Addresses, Policies, Renewal Center, Task Templates, Identity auth

Next milestones + backlog live on agents/Roadmap.