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Technical Changelog

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v0.207.2

🩹 Fixes

  • portal: Keep mobile toasts off bottom controls (cde54a84)
  • portal: Narrow toaster position to literal union (964d2b0e)
  • portal: Satisfy toaster position typing (d7b11bb8)
  • portal: Redirect single intaker transaction (c0ea99c3)

📖 Documentation

🏡 Chore

  • Sync release notes from GitHub skip release (ab39f271)

❤️ Contributors

📸 Media from PRs

PR #1099: fix(portal): keep mobile toasts off bottom controls

v0.207.0

🚀 Enhancements

  • portal: Timeline deck of assistant-suggested task cards (04c5ff6b)
  • portal: Completed intake card CTA advances carousel instead of opening chat (b6cc2de0)
  • portal: Verified IDV CTA advances carousel to next slide (24b214c6)
  • portal: Active intake task card opens task drawer on tap (6d1ec704)
  • portal: Active task card gains dual CTAs (fill task + continue to chat) (6ca98a8e)
  • portal: Keep suggested task carousel in chat order (db31fc22)

🩹 Fixes

  • intaker-auth: Make signup completion idempotent (3b3a9186)
  • intaker-auth: Type makeUsersEmailRaceDb against Database directly (3150bd83)
  • Prevent portal signup session secure carryover (995d2279)
  • auth: Normalize stored user emails (12b6ba42)
  • portal: Harden carousel height measurement against font/content races (1b9f0963)
  • portal: Make active task Open chat CTA a real NuxtLink (895d010d)
  • portal: Open tasks drawer from transaction page (3556582f)

💅 Refactors

  • intaker-auth: Trust schema, dedupe normalization & reuse paths (43097097)
  • intaker-auth: Tighten constraint scoping and dedupe race tests (98ec69f2)
  • intaker-auth: Replace createdUser non-null assertions with explicit guard (32e8b730)
  • portal: Move parties into details drawer (ed41b4d6)

📖 Documentation

  • request-id: Document request correlation (27e62657)

🏡 Chore

  • Sync release notes from GitHub skip release (d1ec579c)

🎨 Styles

  • portal: Swap completed intake card CTA to "Task completed", right-aligned (cf31dba0)
  • portal: Center completed intake card CTA (ca610938)

❤️ Contributors

📸 Media from PRs

PR #1100: feat(portal): surface assistant-suggested task cards

PR #1100: feat(portal): surface assistant-suggested task cards

PR #1098: fix(intaker-auth): make signup completion idempotent

v0.206.2

🩹 Fixes

  • chat-v3: Order portal and processor messages (1edf2f49)
  • chat-v3: Preserve realtime updates and retry broadcasts (bdeabf6b)

💅 Refactors

  • chat-v3: Simplify message rendering helpers (77ff6f75)
  • chat-v3: Simplify message parts helpers and drop redundant sort (390962c3)

🏡 Chore

  • Sync release notes from GitHub skip release (f9f2b19b)

❤️ Contributors

📸 Media from PRs

PR #1097: fix(chat-v3): order portal and processor messages

PR #1095: fix(intaker): scope OTP login to current form

v0.206.0

🚀 Enhancements

  • intaker: Refresh summary card on chat-v3 message broadcasts (2b0a3d6d)
  • portal: Reveal intake card body text word-by-word on view (5d2057ca)
  • portal: Animate carousel track height for smooth card transitions (0f2820d6)
  • portal: Render WordRevealText via Comark and replay on carousel re-show (596b4ad1)

💅 Refactors

  • chat-v3: Rename Intake Robot to Intake Agent (0e45beb1)

🏡 Chore

  • Sync release notes from GitHub skip release (8ed3c26c)

🎨 Styles

  • intaker: Unify TaskList progress bar gradient across states (0d2b799b)

❤️ Contributors

📸 Media from PRs

Videos

PR #1093: feat(intaker): refresh intake summary + IDV cards with word-by-word reveal

v0.205.0

🚀 Enhancements

  • forms-legacy: Broadcast intake-order invalidation on upload (504717b3)
  • intaker: Make chat-v3 mobile header task counter open tasks drawer (2811b40d)
  • esign: Responsive layout for intake portal sign screen (b61b83b4)

🔥 Performance

  • intaker: Defer chat-v3 task submission wake to Inngest (75a9a6b4)

🩹 Fixes

  • e2e: Correct default-handle context reuse and Phase 4b selector (bca8865e)
  • esign: Decouple processor broadcast from intaker broadcast on sign (e2e06849)

📖 Documentation

  • demo-flows: Add intake demo flow reference (75ea15af)

🏡 Chore

  • Sync release notes from GitHub skip release (10c5de50)

✅ Tests

  • e2e: Add intake demo flow Phase 1 (processor view) (8f7f5d1b)
  • e2e: Add intake demo flow Phase 2 (invite buyer) (13f25d82)
  • e2e: Add intake demo flow Phase 3 (buyer onboarding) (5ec91741)
  • e2e: Rewrite intake demo flow as UI-driven (Phase 1 + Phase 2) (b492a4b9)
  • e2e: Add intake demo flow Phase 3 (buyer onboarding wizard) (11aa755d)
  • e2e: Add intake demo flow Phase 4 (buyer completes first task) (c85cda03)
  • e2e: Support multi-handle live-page browser contexts (7aad2440)
  • e2e: Add intake demo flow Phase 4b (realtime processor view) (30bca588)
  • e2e: Rewrite Phase 4b to assert on processor party-detail fields (a1b9af33)
  • e2e: Add intake demo flow Phase 5 (buyer uploads document) (0aa6975c)
  • e2e: Add intake demo flow Phases 6 & 7 (buyer e-sign, chat composer) (c874ee1e)
  • e2e: Add intake demo flow Phase 8 (Q&A knowledge base) (b657dafa)

❤️ Contributors

v0.204.0

🚀 Enhancements

  • processor: Show progress bar per party role on orders index (0e3d8d27)
  • processor: Segment role progress bar by collected/flagged (b8899b6f)
  • processor: Per-task slices in role progress bar (3fa482ad)
  • intaker: Add illustrations to welcome wizard slides (18c2afcc)
  • intaker: Add welcome wizard re-open button and per-order seen state (6bffd951)
  • processor: Add hover interactions to order row progress bars (db9e478e)
  • processor: Unify progress bar state colors and swap flag/check icons (ce0cac5b)
  • processor: Make task popover field list scrollable at 60vh (07721f4b)
  • processor: Add progress bar legend slideover with demo video (5acc0871)

🩹 Fixes

  • nuxt: Drop status column references from metric routes + superadmin view (eb32b9a6)
  • tests: Align fixtures and test suite after main merge (914039f4)
  • types: Resolve implicit any in hoisted teamOrderListRelations (9e265ee5)
  • types: Drop as const from teamOrderListRelations (11e99a26)
  • types: Narrow teamOrderListRelations literals per-property (3365cc2d)
  • migration: Backfill completed_at from status=done in 0115 (8c22d0b5)
  • tasks: Count file-backed fields in snapshotTaskStatus (42bd9b35)
  • processor: Derive hasIncompleteBlocker in role progress bar (7fb0bba2)
  • processor: Derive hasIncompleteBlocker in findTasksForRole (4e7422c7)
  • processor: Recompute dashboard task state from fresh field counts (0cfd880a)
  • tasks: Derive blocked task statuses via snapshotTaskStatus (1a49d5b4)
  • superadmin: Approximate task status counts in task-field diagnostic route (0b6270a1)
  • seed: Use nullish coalescing for position defaults (02e3d360)
  • sales-rep: Avoid v-for key collision when party.id is null (74f8e69a)
  • processor: Derive hasIncompleteBlocker in people endpoint (2e1c2892)

💅 Refactors

  • tasks: Drop status column, derive from completedAt + counts (cbb61bd7)

🏡 Chore

  • nuxt: Pre-bundle inngest/realtime in vite optimizeDeps (d016e6ca)
  • Sync release notes from GitHub skip release (5f97ee30)

✅ Tests

  • fixtures: Seed task/field fill-state progression order for John Buyer team (1268f896)
  • tasks: Cover file-backed blocker in getTaskBlockingTasks (7cf7394e)
  • tasks: Seed filled fields via form submissions in updateTask tests (22078b9f)
  • common: Raise testTimeout to 60s to absorb PGlite first-test setup (33fc6217)
  • common: Raise testTimeout to 60s to absorb PGlite first-test setup" (afe8b4b5)

🎨 Styles

  • processor: Refine detail panel task sections to notion-style layout (27d67c7b)
  • processor: Recolor task state bars and label empty rows (d26b65b5)
  • processor: Bump task progress bar height for visibility (4ea9e2d0)

❤️ Contributors

📸 Media from PRs

Videos

PR #1077: Processor dashboard: party-role progress bars + derive task status

PR #1077: Processor dashboard: party-role progress bars + derive task status

v0.203.2

🩹 Fixes

  • title-demo: Propagate dry runs and hermetic blob tests (e8dc142b)
  • title-demo: Guard execute flow and clone test blobs (3b711cb0)
  • deps: Update inngest sdk to 4.2.4 (d0335506)

💅 Refactors

  • title-demo-backfill: Let errors bubble and remove pass-through helpers (e7e05374)
  • backfills: Remove legacy processor metrics flow (cf7fdf9b)

📖 Documentation

  • agents: Add consolidated antipatterns.md index (b9b3806b)

🏡 Chore

  • Sync release notes from GitHub skip release (7476785c)

❤️ Contributors

📸 Media from PRs

PR #1083: feat(demos): add shared title demo backfill workflow

PR #1078: refactor(intaker): simplify portal dashboard and realtor link

PR #1078: refactor(intaker): simplify portal dashboard and realtor link

PR #1078: refactor(intaker): simplify portal dashboard and realtor link

PR #1078: refactor(intaker): simplify portal dashboard and realtor link

v0.203.1

💅 Refactors

  • intaker: Move realtor portal link to bottom as tiny link button (8f8c05be)
  • intaker: Simplify dashboard welcome card with inline logout (44b3cf8f)

🏡 Chore

  • Sync release notes from GitHub skip release (b11ff247)

❤️ Contributors

📸 Media from PRs

PR #1078: refactor(intaker): simplify portal dashboard and realtor link

PR #1078: refactor(intaker): simplify portal dashboard and realtor link

PR #1078: refactor(intaker): simplify portal dashboard and realtor link

PR #1078: refactor(intaker): simplify portal dashboard and realtor link

PR #1067: feat(intaker): redesign portal with dock nav, drawers, hero carousel

Videos

PR #1067: feat(intaker): redesign portal with dock nav, drawers, hero carousel

PR #1067: feat(intaker): redesign portal with dock nav, drawers, hero carousel

v0.203.0

🚀 Enhancements

  • intaker: Remove Chat nav item from portal sidebar and bottom nav (78f14d71)
  • intaker: Replace transaction intro with IDV/robot hero carousel (a501ef0f)
  • intaker: Move profile from page to drawer (f6289672)
  • intaker: Move documents from page to drawer (3dc4a717)
  • intaker: Restyle tasks CTA with progress bar and next task hint (943f743c)
  • intaker: Replace robot card mock with live chat summary (e35b9918)
  • intaker: Introduce desktop top-nav layout with right panel slot (7019a2b7)
  • intaker: Show company logo in desktop top-nav from form context (45724fac)
  • intaker: Add welcome wizard modal on form entry (41e38a8a)

🩹 Fixes

  • intaker: Drop invalid null default on chat hydration useFetch (2802cf8f)

🏡 Chore

  • Sync release notes from GitHub skip release (0e59a42e)

✅ Tests

  • nuxt: Align portal nav test with intaker drawer cutover (eb7a5d15)

❤️ Contributors

📸 Media from PRs

PR #1067: feat(intaker): redesign portal with dock nav, drawers, hero carousel

Videos

PR #1067: feat(intaker): redesign portal with dock nav, drawers, hero carousel

PR #1067: feat(intaker): redesign portal with dock nav, drawers, hero carousel