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Technical Changelog

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DocumentationGitHub

v0.309.0

🚀 Enhancements

  • common: Sensitive-fields registry, encryption service, mask helper (U1) (93185efc0)
  • intake: Stamp sensitiveType on intake fields at creation (U2) (4fc5ef7d0)
  • intake: Encrypt sensitive values on intaker submit (U3) (1db18cc8e)
  • intake: Encrypt sensitive values on processor correct + AI-apply (U4) (814599bb0)
  • intake: Mask sensitive values at read boundaries (U5) (d26b85476)
  • intake: Audited per-value reveal endpoint + field-detail masking (U6) (d853f8283)
  • intake: Backfill-encrypt existing SSN/account values (U9) (eed98b72c)
  • intake: Encrypt AI suggestion/recommendation values for sensitive fields (U8) (7aa296f90)
  • intake: Mask + reveal affordance in processor and intaker UI (U7) (edad3332e)
  • intake: Fork-sanitize reseeds encrypted intake values + registry-completeness guard (U10) (830ec7d67)

🩹 Fixes

  • intake: Close recommendation read/apply gaps + leak-scanner regression tests (bae816615)
  • review: Apply validated code-review findings (4c5065bf7)
  • review: Close remaining sensitive-field masking gaps from review (8c23dff45)

💅 Refactors

  • intake: Dedupe sensitive-fields plumbing (simplify pass) (c1dd69169)

📖 Documentation

  • plans: SSN/account encryption plan + single-file CE model precedent (d2780d10d)

🏡 Chore

  • Sync release notes from GitHub skip release (61d1c9356)
  • Lint:fix pre-existing failures outside U8 scope (11de23a5a)

✅ Tests

  • intake: Mock field-encryption key in route tests; lint cleanup (266db0e4d)

❤️ Contributors

v0.304.0

🚀 Enhancements

  • annotate: Enable roadmap remote sessions (e289fe497)
  • roadmap: Markdown comments, agent-lane cards & @card mentions (57987c820)
  • roadmap: Taller card sheet + rise-in/fall-out animation (ab29a09d5)
  • roadmap: Remote annotation sessions + redesigned card discussion (#1374)

🩹 Fixes

  • annotate: Pin standalone bundle output path (2727af720)
  • annotate: Create roadmap public dir during sync (75a2c7114)
  • roadmap: Derive annotate author safely and attribute back-references to them (28725e3c0)
  • roadmap: Don't leak reviewer identity to untrusted prototypes; require endpoint for remote writes (c25325190)
  • roadmap: Keep card back-references best-effort after the annotation commits (60f0225a9)
  • roadmap: Tighten annotate anchor and text validation (9b94dcd44)
  • roadmap: Render markdown comment bodies in a block container (42e42f1b6)
  • annotate: Separate resolve capability, gate re-sharing, and fix multi-page/realtime session sync (9274968d1)
  • annotate: Send local id on single-pin sync for idempotent retries (e54f41882)
  • db: Pad feat card codes without truncating 4+ digit code_num in tokenize backfill (5f63048d0)

💅 Refactors

  • annotate: Remove legacy roadmap config fallback (c2ca2b272)
  • db: Move feat-card-mention backfill to data migration (9df46a647)

📖 Documentation

  • sales: Add Qualia Capterra reviews competitive research (bd9cde200)

🏡 Chore

  • Sync release notes from GitHub skip release (b04463213)
  • mcp: Add roadmap and titletouch MCP servers to project config (#1368)

🎨 Styles

  • roadmap: Warm agent-comment card + roomier markdown prose (cee5c382c)

❤️ Contributors

v0.303.0

🚀 Enhancements

🩹 Fixes

  • scripts: Guard db cleanup in migration CLIs (bb1647f1b)
  • db: Log data migration success after commit; document non-txn idempotency (88cfa641a)

📖 Documentation

  • db: Sync migration docs with deploy pipeline switch (02f2292f3)

🏡 Chore

  • Sync release notes from GitHub skip release (5780e0944)

🤖 CI

  • Run script tests for migration tooling (dc5c215bc)
  • Run data migrations during deploy (cedd56e5e)
  • Raise scripts vitest timeout for slow PGlite init (113bd9ca0)

❤️ Contributors

📸 Media from PRs

PR #1372: feat(db): add data migration runner

PR #1372: feat(db): add data migration runner

v0.302.0

🚀 Enhancements

  • documents: Populate demo vaults with VA closing docs (839d550a6)
  • documents: Files-only explorer + Awaiting checklist (c1a8d6b10)
  • processor: Rename order Workspace tab to Requests, split out Identity tab (436bce578)
  • documents: Connect order documents to real files (099350f8b)
  • annotate: Add "Copy screenshot" button to capture page + markers (40cf5e229)
  • annotate: Cloud remote-session layer (share links, sessions, realtime) (cc393992f)
  • annotate: Session code in URL on share; read-only = locked only (d274aae4b)
  • emd: Configure earnest money deposit amount per order (b63f6fc24)

🔥 Performance

  • annotate: Batch session-list query + flip Share popover optimistically (fe0145513)

🩹 Fixes

  • documents: Address review on Awaiting reminders, status a11y, audit aggregate (9ffcfac98)
  • annotate: Track markers when scrolling nested containers (36e2bc832)
  • annotate: Reset the local overlay when a session is closed (6935bce5f)
  • annotate: Never create an empty session (lazy session creation) (ae92db37b)
  • annotate: Show Save for any in-session actor (gate on lock, not view-mode) (f15ea6758)
  • annotate: Harden shared annotation sessions (04a89b00a)
  • annotate: Harden roadmap overlay bootstrap (dce4810a9)
  • annotate: Pin standalone bundle output path (ae37ed30b)
  • annotate: Create roadmap public dir during sync (3227b9c4d)
  • roadmap: Exclude PDFs from docs serverAsset bundle (3138eb79a)
  • emd: Require positive settings amount; make deposit sync retry-safe (07458654c)

💅 Refactors

  • mcp: Extract OAuth error mapping from nested ternary (b6ae2fb3b)
  • annotate: Order listSessions newest-first at the API (4ac5edfcb)
  • emd: Extract shared emdAmountDto schema (1cced1eba)

📖 Documentation

  • workflows: VA task template + build-horizons + data pipeline (#1363)
  • design: Capture task workflow prototypes (80e9cc2a9)
  • design: Mock VA purchase task workflow (3248e5cd7)
  • synthetics: VA closing-document corpus + reusable generator (#1366)

🏡 Chore

  • Sync release notes from GitHub skip release (089b80c8e)
  • commit-push-pr: Stop uploading screenshots to PRs (1d865ec00)
  • mcp: Add OAuth auth/token rejection observability (39ca0f184)
  • dev-tooling: Fix resolver false-down + browser-dev passthrough (e2d40eee6)

🎨 Styles

  • annotate: Make sessions panel dark to match Comments drawer (34fedf35b)

❤️ Contributors

📸 Media from PRs

PR #1370: feat(emd): configure earnest money deposit amount per order

v0.299.0

🚀 Enhancements

  • processor: Add order Settings tab with editable metadata (e7415329c)
  • processor: Move Activities & Settings into a "More" tab dropdown (478d57c59)

📖 Documentation

  • workflows: Virginia purchase-close process map (single-file prototype) (#1283)
  • workflows: VA walkthrough + commitment corrections (#1340)

🏡 Chore

  • Sync release notes from GitHub skip release (2015b2c58)

❤️ Contributors

📸 Media from PRs

Videos

PR #1291: feat(processor): order Settings tab (editable order metadata)