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Technical Changelog

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DocumentationGitHub

v0.33.5

🚀 Enhancements

  • experiments: Add demo chat widget for landing page (50352f8c)
  • intaker: Add intro cards to documents and transaction pages (5658d524)
  • intaker: Add color variants and custom illustrations to intro cards (d81e6495)
  • intaker: Add navy color variant for intro cards (6973fccb)
  • landing: Use production URL for widget iframe (4d77c4d5)
  • widget: Buyer intake demo with external link CTA (24f72b64)

🩹 Fixes

  • lint: Correct tailwind class order and remove extra blank line (8ebaa67a)

💅 Refactors

  • intaker: Extract IntakerIntroCard component (2ae2ea95)
  • intaker: Extract IntakerButton component (da3ffb1d)

🏡 Chore

  • Sync release notes from GitHub skip release (cf926a7a)

🎨 Styles

  • intaker: Restyle intro card with blue gradient and Tailwind vars (c2328aff)
  • intaker: Add gradient progress bar and pending tasks badge (fa628b4f)
  • intaker: Simplify chat assistant avatar (d9b62c41)
  • widget: Update header text and remove avatar (d8f8e330)

❤️ Contributors

📸 Media from PRs

Videos

PR #345: landing: the beginning of demo chat widget for landing page

PR #345: landing: the beginning of demo chat widget for landing page

v0.33.1

🚀 Enhancements

  • landing: Migrate privacy policy to Nuxt Content (e98010bf)
  • landing: Migrate terms of use to Nuxt Content (f31bbbb7)
  • Share legal content between apps via Nuxt Content (b41f6d35)
  • intaker: Add navigation to next incomplete task on completion (3a6c48fa)
  • intaker: Add celebration animation on field progress + fix loader flicker (dd034b1b)

🩹 Fixes

  • landing: Remove max-w-4xl constraint from legal pages (aae67a04)
  • nuxt: Skip DB init for Nuxt Content internal routes (25987adc)
  • landing: Nav menu works from any page (46a85597)

💅 Refactors

  • intaker: Improve type safety for context providers (#338)

🏡 Chore

  • Sync release notes from GitHub skip release (9191467e)

❤️ Contributors

📸 Media from PRs

Videos

PR #341: feat(intaker): celebration animation DLM-764

PR #340: feat(intaker): navigate to next task on completion DLM-772

PR #339: feat: share legal content between landing and nuxt apps

v0.24.0

🚀 Enhancements

  • landing: Update SOC 2 compliance to Type I & Type II (c6782e9e)

🩹 Fixes

  • inngest: Fix realtime subscription token and WebSocket connection (e021ca44)

💅 Refactors

  • landing: Shift messaging from document efficiency to client experience (b42983c3)
  • landing: Replace customer logo placeholders with value promises & compliance badges (d018853a)
  • landing: Centralize calendlyUrl in useConfig composable (ed4dc5c2)

❤️ Contributors

📸 Media from PRs

PR #320: refactor(landing): replace placeholder logos with value promises

PR #319: refactor(landing): shift messaging to client experience

PR #318: Reduce unvisited task overlay opacity to 60%

PR #318: Reduce unvisited task overlay opacity to 60%

v0.21.0

🚀 Enhancements

  • Add blocked status checkbox to processor order filter (591d8198)

🩹 Fixes

  • Parties not displaying in ProcessorOrderOverview (793bd64a)
  • Resolve TS2532 undefined array in task grouping (fb72c5f0)

💅 Refactors

  • Remove task/field status mapping layer, use DB values directly (860caf05)
  • Simplify task serializer, use status directly (bdc8bccb)
  • Remove redundant getStatusCategory helper (61e8f990)

🏡 Chore

  • Sync release notes from GitHub skip release (90b0e2c0)

❤️ Contributors

v0.20.0

🚀 Enhancements

  • Move processor filters to right toolbar and improve active state styling (07da65f4)
  • Migrate legacy intake order endpoints to processor-scoped paths (4b4dd19f)
  • Show processor avatar on order rows and add unassigned filter (60acebad)
  • Add 'collected' field status for intake user submissions (00a6629e)

🩹 Fixes

  • Include assignedProcessorId in order serializer response (c019fdf6)
  • Add null guards for companySlug in API URLs (72b311b7)
  • Add loading state to ProcessorOrderSubmissions (d73136d8)
  • Remove unused variables to fix lint errors (f04dff4a)
  • Resolve lint errors and update test expectations (07251b52)

💅 Refactors

  • Consolidate order endpoint with service layer and fix schema (278b4fcc)

🏡 Chore

  • Sync release notes from GitHub skip release (363793f6)

❤️ Contributors

📸 Media from PRs

PR #313: Filter orders by processor clicking on premade filter buttons; migrate legacy unused /api/intake/orders endpoints

v0.17.0

🚀 Enhancements

  • vault: Add clickable signed URLs for document thumbnails (ad95a153)
  • vault: Add task field name labels to document items (e0a73325)

🩹 Fixes

  • vault: Resolve Vue hydration mismatch errors (0553178f)
  • security: Add authorization to signed-url endpoint (7a18ae50)
  • vault: Prevent premature fetch when companySlug is undefined (fd3b6e67)
  • security: Use zod schema for signed-url query validation (a3990c9e)

💅 Refactors

  • vault: Replace accordion with flat searchable list (a742ab58)
  • vault: Remove legacy accordion view components and endpoints (39f79507)

🏡 Chore

  • Sync release notes from GitHub skip release (bd1e1154)
  • landing: Anonymize testimonial for privacy (#309)

❤️ Contributors

📸 Media from PRs

PR #310: refactor(vault): replace accordion with flat searchable list

v0.15.0

🚀 Enhancements

  • landing: Add cold outreach landing page at /outreach (cc6aca9b)

🏡 Chore

  • Sync release notes from GitHub skip release (fb27f5af)
  • landing: Replace calendly link with google calendar (0a6f9395)
  • landing: Anonymize testimonial for privacy (bca3dbff)

❤️ Contributors

📸 Media from PRs

PR #307: feat(landing): add cold outreach landing page at /outreach

PR #306: Redesign task page with Linear-inspired UI

PR #306: Redesign task page with Linear-inspired UI

PR #306: Redesign task page with Linear-inspired UI

PR #306: Redesign task page with Linear-inspired UI

Videos

PR #307: feat(landing): add cold outreach landing page at /outreach

v0.14.2

🏡 Chore

  • Sync release notes from GitHub skip release (a19ab226)

📸 Media from PRs

PR #306: Redesign task page with Linear-inspired UI

PR #306: Redesign task page with Linear-inspired UI

PR #306: Redesign task page with Linear-inspired UI

PR #306: Redesign task page with Linear-inspired UI

PR #305: Redesign processor order row with Linear-inspired layout

PR #305: Redesign processor order row with Linear-inspired layout

v0.12.0

🚀 Enhancements

  • Add close button to task slideover (b4e4a068)
  • Add tabs to order page, default to Tasks tab, auto-select first submission (b6008053)
  • Move order tabs from page to sidebar navigation (fd1997c2)
  • Highlight selected task in task list and dashboard (0f829414)
  • Consolidate order header UI - remove duplicate title, move actions to sidebar (10ae1c51)

🩹 Fixes

  • Prevent orders list reload when clicking task card (b1bcf4af)
  • Type safety and logic improvements for processor dashboard (365d3785)
  • Resolve CI lint and type errors (bfa481e4)

💅 Refactors

  • Remove unused orderMenuItems and handleDeleteClick (d34f3fc5)

🏡 Chore

  • Sync release notes from GitHub skip release (bd32b1c7)

❤️ Contributors

📸 Media from PRs

PR #302: ACCEPTED SPIKE UX: Orders w task cards v3: redesign processor dashboard line orders doublestack version skinny

PR #302: ACCEPTED SPIKE UX: Orders w task cards v3: redesign processor dashboard line orders doublestack version skinny

PR #302: ACCEPTED SPIKE UX: Orders w task cards v3: redesign processor dashboard line orders doublestack version skinny

PR #302: ACCEPTED SPIKE UX: Orders w task cards v3: redesign processor dashboard line orders doublestack version skinny

v0.11.1

🩹 Fixes

  • Show all task fields & add explicit document field approval (df3b208b)
  • Hide AI feedback and disable approval for empty fields (841bb499)
  • Split SQL migrations into single commands for pglite compatibility (1683b74f)
  • Update processor field status enum to pending/approved/flagged (41ea414d)
  • Correct task status comment in serializer (9b23823d)

🏡 Chore

  • Sync release notes from GitHub skip release (a2a8cd0c)

❤️ Contributors

📸 Media from PRs

PR #293: Fix processor task field visibility and approval

PR #293: Fix processor task field visibility and approval

v0.9.3

🚀 Enhancements

  • Separate login flows for processors and intakers (32a5be38)
  • Add custom migration for early user isIntaker flag (7e7bf1b4)

🩹 Fixes

  • Prefix unused variables with underscore in apps/nuxt (f0aa373f)
  • Add missing 'it' import to login-redirects test (9b8f5804)

💅 Refactors

  • Remove intake-legacy layout and route references (07ffe01f)

🏡 Chore

  • Sync release notes from GitHub skip release (cc5d58ec)

✅ Tests

  • Add login redirect tests for processor and intaker roles (c7156152)

❤️ Contributors

v0.6.1

🚀 Enhancements

  • Implement blocking tasks functionality (DLM-738) (d9ad4659)
  • Add blocking tasks badge and UI components (DLM-738) (8a7cc49e)
  • Add blocking/blocked task sections to task slideover (a28cb3ab)
  • Add click navigation to blocking tasks in slideover and popover (3ccab4ea)
  • Add inline editing for task blocking relationships (17b9937c)

🩹 Fixes

  • Copy task dependencies when cloning templates and fix seed script (c5a66e2c)
  • Address CodeRabbit review comments (557d35f1)

💅 Refactors

  • Use letter refs for task dependencies in YAML template (06660e17)

🏡 Chore

  • Sync release notes from GitHub skip release (b8690c73)
  • Remove API endpoint test with Vitest config issues (c5f137a6)

❤️ Contributors

📸 Media from PRs

Videos

PR #277: feat: Implement blocking tasks functionality with UI (DLM-738)

v0.4.7

🏡 Chore

  • Sync release notes from GitHub skip release (2180fa03)

📸 Media from PRs

PR #274: Intake Suggestion Button uploads docs, flagged docs still complete ask user

Videos

PR #274: Intake Suggestion Button uploads docs, flagged docs still complete ask user

PR #272: feat: add role-based task filtering for processor workflow

v0.4.4

🏡 Chore

  • Sync release notes from GitHub skip release (6fb17df5)

📸 Media from PRs

PR #270: Failed document validation shows up during intake; task completion waits on validations

PR #270: Failed document validation shows up during intake; task completion waits on validations

Videos

PR #269: Rename pending-review to intakes and move conversations to a specific layer

v0.4.3

🚀 Enhancements

  • Add intake query param support for direct linking (7b081778)

💅 Refactors

  • Rename pending-review to intakes (4a608794)
  • Simplify intakes UI and extract logic to composables (6fc896af)
  • Extract conversational forms into dedicated Nuxt layer (881b5f4c)

🏡 Chore

  • Sync release notes from GitHub skip release (ab3d2a03)

❤️ Contributors

📸 Media from PRs

Videos

PR #269: Rename pending-review to intakes and move conversations to a specific layer

PR #268: fix: display uploaded files inline in conversation

v0.3.0

🚀 Enhancements

  • Add knowledge base search tool for intake forms (#251)

🏡 Chore

  • Sync release notes from GitHub skip release (f456de4e)

❤️ Contributors

📸 Media from PRs

Videos

PR #251: feat: add knowledge base search tool for intake forms

PR #251: feat: add knowledge base search tool for intake forms

PR #251: feat: add knowledge base search tool for intake forms

PR #251: feat: add knowledge base search tool for intake forms

PR #247: feat: implement knowledge base Q&A management system

v0.2.7

🚀 Enhancements

  • Implement knowledge base Q&A interface (78418b76)
  • Add Q&A creation modal to knowledge base (dbc81d93)
  • Add knowledge base Q&A schema (eb8d652e)
  • Add task to seed knowledge base Q&A from CSV (090d2c5f)
  • Add backend services and API for knowledge base Q&A (b24be13d)
  • Connect knowledge base page to real API (82b12321)

🏡 Chore

  • changelog: Remove media section from v0.2.5 release notes (d178e957)
  • Format seed knowledge base task (55b1b726)

❤️ Contributors

📸 Media from PRs

Videos

PR #247: feat: implement knowledge base Q&A management system

v0.2.0

🚀 Enhancements

  • Add llm_validation_prompt field for AI-powered field validation (ce32e475)
  • Auto-start form conversations when empty (d8a2c14d)
  • Add evalite testing framework with simple capital cities test (7c1e007e)
  • Add template parties to order-template.yaml (b6426087)
  • Improve processor order page UX (c4d779f2)

🩹 Fixes

  • changelog: Ensure release items take full width (c75ae8bc)
  • changelog: Add clickable PR links in media sections (6bbe6407)
  • Improve intake form UX (1949570f)
  • Handle undefined expected value in evalite scorer (e87091b0)
  • Use correct import path for AccordionItem type (2ba71331)
  • Replace CommonJS __dirname with ESM-compatible resolution (af2dc42f)
  • Correct import paths from ai/ to ai-cc-sdk/ (0617f8ef)
  • Exclude .test.ts files from task wrapper generation (e8a0cd4a)

💅 Refactors

  • Add AI SDK evaluation suite and separate AI contexts (#239)
  • Remove legacy seed service and use task-based templates (12b2bb68)

📖 Documentation

  • Add comprehensive intake form architecture guide (2f406401)

🏡 Chore

  • Sync release notes from GitHub skip release (548d3da6)
  • Fix linting issues (a434f060)
  • Sync release notes from GitHub skip release (2e908402)
  • Sync release notes from GitHub skip release (1246f133)
  • Sync release notes from GitHub skip release (b713710c)
  • Merge main and resolve import path conflicts (5c1ad3f7)
  • Sync release notes from GitHub skip release (323a7f6b)

✅ Tests

  • Add comprehensive tests for order template seeding and team filtering (b1960fd9)
  • Add comprehensive tests for order template seeding and team filtering (61fdefd1)

❤️ Contributors

📸 Media from PRs

PR #237: feat: add order template system with task-based seeding and LLM validation

PR #237: feat: add order template system with task-based seeding and LLM validation

Videos

PR #237: feat: add order template system with task-based seeding and LLM validation

v0.1.9

🚀 Enhancements

  • Auto-start form conversations when empty (1a77fbd)
  • Add evalite testing framework with simple capital cities test (3c1590f)

🩹 Fixes

  • Improve intake form UX (457b00e)
  • Handle undefined expected value in evalite scorer (941cfe2)
  • Use correct import path for AccordionItem type (99201be)
  • Replace CommonJS __dirname with ESM-compatible resolution (10b012b)

📖 Documentation

  • Add comprehensive intake form architecture guide (b2af4e7)

🏡 Chore

  • Sync release notes from GitHub skip release (bdea2f2)
  • Fix linting issues (472c58d)

❤️ Contributors

v0.0.100

Initial release baseline