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Changelog

All notable changes are documented here. The project uses Semantic Versioning. Until 1.0.0, all releases are pre-release and the public API may change.

Version history (canonical)

  • 0.0.1 - Initial consolidated public release
  • 0.0.2 - Quote flow, public messaging, and theming release
  • 0.0.3 - Pricing controls, reusable policies, and UX polish release
  • 0.0.4 - Startup stability hotfix release
  • 0.0.5 - In-app updater and extension fallback import release
  • 0.0.6 - UI foundation and layout redesign release
  • 0.0.7 - Projects-first workflow and operations tooling release
  • 0.0.8 - Navigation, admin backup, UX polish, and hotfix stabilization release
  • 0.0.9 - Security hardening and quote-workflow refactor release
  • 0.0.10 - Workflow expansion, public quote polish, and release-readiness release
  • 0.0.11 - Visibility, operations surfaces, and architecture-scaling release
  • 0.0.12 - Operations, AI platform, and engine release

[0.0.12] - 2026-04-05

Added

  • Rust engine workspace and rollout guardrails - Added the full rust-core/ workspace, Rust lifecycle controls, parity reporting, a release guard, and Node-facing integration seams for availability/conflicts and pricing.
  • Quote Assistant and AI orchestration - Added quote-scoped assistant workflows, provider/model routing, richer item description controls, and managed local AI support through Ollama and Onyx integration.
  • Notifications, Team Chat, and Team Groups - Added live notification routes/services/UI, notification settings, internal team chat, and grouped team-targeting workflows.
  • Inventory operations tooling - Added set-aside workflows, product scan codes, serial numbers, barcode rendering, pull sheets, aggregate pull export, stronger stats, and expanded mobile/desktop inventory controls.
  • Operator support surfaces - Added Help, Appearance settings, Clients, Venues, notification settings, team chat, aggregate pull export, and scan redirect pages.
  • Release notes for 0.0.12 - Added RELEASE_NOTES_0.0.12.md for release publishing and repository-facing version context.

Changed

  • Public repo presentation - README, badges, release links, and release-facing docs now reflect the 0.0.12 feature set and shipping story.
  • Inventory UX and search behavior - Inventory now supports loose/exact search modes, ranked matching, denser control over layout, mobile-safe one-column mode, and more operational AI edit flows.
  • Quote/project operator flow - Quote detail now includes pull sheets and assistant workflows, the project list has column management and combined pull export, and quote-builder conflict visibility is clearer.
  • Admin/runtime management - Admin > System now exposes richer runtime controls for Rust, Onyx, and Ollama instead of treating those subsystems as mostly hidden infrastructure.
  • Settings architecture - Settings now has deeper AI provider/model control, appearance-specific settings, notification placement/icon controls, and team-chat fallback options.

Fixed

  • Startup and request noise - Dev startup now waits for API readiness more cleanly, and high-churn client requests were reduced with deduping/abort behavior on key flows.
  • Notification dismissal behavior - Notification dismissals now persist correctly, mobile swipe interactions are faster, and tray placement/visibility issues were corrected.
  • Inventory usability regressions - Inventory scrolling, mobile row controls, search filtering, and product-card interaction issues were corrected while keeping the recent performance work.
  • Onyx failure handling - Team chat and quote-thread AI no longer hard-fail on common Onyx runtime/config errors and can fall back to the configured assistant path when enabled.

[0.0.11] - 2026-03-31

Added

  • Maps workspace and geocode API - Added operator-facing maps support with server/routes/maps.js, Mapbox-backed geocoding services, and persisted quote map cache fields.
  • Sales analytics foundation - Added /api/sales/analytics plus a dedicated client sales-dashboard feature area for pipeline-style reporting.
  • Team, profile, and fulfillment surfaces - Added team workspace routes/UI, profile pages, and fulfillment panels/workflows for confirmed projects.
  • Expanded API/integration docs - Added AI/Api/* documentation covering authentication, inventory, quotes, public catalog use, data models, and integration planning.
  • Release notes for 0.0.11 - Added RELEASE_NOTES_0.0.11.md for release publishing and repository-facing version context.

Changed

  • Backend persistence architecture - server/db.js now works alongside dedicated server/db/schema/*, server/db/migrations/*, server/db/defaults/*, and server/db/queries/* modules instead of being the only schema/migration home.
  • Quote backend decomposition - More quote logic has moved out of route handlers and into focused services/repositories for list, finance, files, fulfillment, lifecycle, sections, and contract flows.
  • Public repo presentation - README, badges, project structure notes, quickstart, and package metadata now reflect the 0.0.11 feature set and setup expectations.

Fixed

  • Stale architecture docs - Project-overview and architecture notes now describe the current repo layout instead of older pre-fulfillment/pre-maps assumptions.
  • Release metadata drift - Package manifests, lockfiles, README release links, and changelog state now align to 0.0.11.

[0.0.10] - 2026-03-29

Added

  • Section-aware quote workflows - Quote item areas now support editable titles, duplication/deletion, grouped subtotals, and richer public/export rendering aligned to client-visible structure.
  • Settings-backed event and file governance - Added configurable event types, optional auto-append-city project naming, and a settings-driven extra allowed file type list for uploads.
  • Signed contract artifact lifecycle - Contract signing now preserves versioned signed PDFs and surfaces stronger audit metadata around signature events/files.
  • Release notes for 0.0.10 - Added RELEASE_NOTES_0.0.10.md to support packaging, tagging, and downstream release publishing.

Changed

  • Public quote experience - Client quote views now show section titles, section date ranges, item descriptions, and section subtotals instead of flattening everything into one generic item list.
  • Project financial clarity - Signed projects, unsigned changes, and outstanding balance visibility now follow signed-state rules more closely in list/tile and detail flows.
  • Inventory editing UX - Inventory item editing can now stay in-context via a right-side slideout instead of forcing a full-page jump from the inventory grid.
  • Route transition performance - App navigation now warms likely route bundles after auth and prefetches target pages on hover/focus for faster first-hit transitions.
  • GitHub/discoverability metadata - README, package metadata, release badges, and release-facing copy were refreshed to better communicate product scope and engineering quality.

Fixed

  • Quote section deletion semantics - Deleting a quote item group now deletes the items inside it instead of orphaning/moving them unexpectedly.
  • Public quote grouping bugs - Client-facing quote sections now use their actual configured titles and latest live-state data, including unsigned changes where appropriate.
  • Project tile interaction - Clicking a project tile now opens the project instead of trapping the user in accidental multi-select behavior.
  • Inventory card navigation - Clicking inventory card media/title from the inventory page now opens the edit workflow expected for that context.

[0.0.9] - 2026-03-26

Added

  • Quote workflow service modules - Added server/lib/quoteActivity.js, server/services/itemStatsService.js, and server/services/quoteService.js so activity logging, item analytics bookkeeping, quote send, duplication, and status transitions are reusable outside the route layer.
  • Quote UI extraction primitives - Added client/src/lib/quoteTotals.js, client/src/hooks/useQuoteDetail.js, extracted quote modals (ImagePicker, QuoteFilePicker, QuoteSendModal), and dedicated quote-builder/ panel components.
  • Release notes for 0.0.9 - Added a dedicated RELEASE_NOTES_0.0.9.md summary for packaging/tagging and downstream release publishing.

Changed

  • Quote detail architecture - QuoteDetailPage.jsx has been reduced substantially by moving shared state and modal/file-picker concerns into dedicated modules.
  • Quote builder architecture - QuoteBuilder.jsx now delegates line-item editing, adjustment management, and inventory browsing to smaller focused panels.
  • Shared pricing logic - Public and operator quote totals now derive from the same shared helper instead of duplicating pricing/adjustment math in two pages.
  • Backend route structure - server/routes/quotes.js now routes through extracted quote services/helpers instead of hosting the core orchestration inline.

Fixed

  • JWT and extension-auth fallback behavior - Auth middleware no longer leaves broad route access coupled to a generic extension token path.
  • Public file and quote exposure - File serving and public quote payloads now use tighter access checks and smaller response surfaces.
  • Upload and attachment safety - File uploads are validated from actual file signatures, and outbound quote mail only attaches files already linked to the quote.
  • Public quote state mutation guardrails - Public approval/signing-related flows now have stronger state checks and safer backend handling.

[0.0.8] - 2026-03-24

Added

  • Admin database backup workflows - Added GET /api/admin/db/export and POST /api/admin/db/import, plus Admin UI actions to download and restore SQLite .db backups.
  • Directory workspace - Added a dedicated Directory page that groups Leads and Vendors under one navigation entry.
  • Dedicated settings subpages - Added Inventory Settings and Message Settings pages with persisted settings scaffolding for inventory display and outbound messaging preferences.
  • Global crash fallback - Added a top-level React ErrorBoundary with a user-facing reload recovery screen.
  • Verbose error diagnostics toggle - Added the verbose_errors setting so operators can temporarily expose detailed server and crash-screen error messages while debugging.

Changed

  • Sidebar information architecture - Reworked navigation into grouped sections with collapsible mode, hover flyouts, unread/pending badges, and live team presence context.
  • Inventory and leads loading/search UX - Replaced spinner-only states with skeleton loaders, added contextual empty-search messages with reset actions, and lazy-loaded inventory thumbnails.
  • Quote builder polish - Added add-to-project flash feedback and refined line-item spacing/thumbnail treatment.
  • Theme consistency pass - Replaced remaining hardcoded accent/focus colors with theme tokens, fixed the Files page elevated-surface token mismatch, and added a max-width constraint to the main layout.
  • Dashboard polish - Updated KPI accent styling to use theme variables and improved loading presentation during data fetches.
  • Route-level bundle loading - Converted heavy operator and public screens to lazy-loaded routes so the initial client payload is smaller and secondary pages only load when visited.
  • Quote detail editing safety - Quote detail now tracks dirty form state, blocks in-app navigation when edits are unsaved, and warns on browser reload/close.
  • Messages mobile layout - The Messages workspace now swaps to a focused single-pane detail flow on smaller screens instead of forcing the desktop split-pane layout.

Fixed

  • Public quote browser tab title - Public quote pages now set document.title from the active quote name.
  • Toast accessibility - Toast notifications now announce through role="status" and aria-live.
  • Inventory card action labels - Icon-only item card actions now expose accessible names for assistive technologies.
  • Spreadsheet import title validation - Sheets import now rejects numeric-only item titles, preventing Excel date serials and bare numeric IDs from being imported as inventory names.
  • Item API metadata parity - Item create/update/bulk upsert flows now preserve contract_description consistently while also rejecting numeric-only titles.
  • Quote creation failure handling - Quote creation now returns a structured API error instead of bubbling an unhandled server failure.

[0.0.7] - 2026-03-24

Added

  • Projects/files linkage endpoint - Added GET /api/files/:id/quotes so file management surfaces can show where assets are attached.
  • Unsigned-change dismissal endpoint - Added DELETE /api/quotes/:id/unsigned-changes for staff to acknowledge post-signature changes without forcing immediate resend.
  • Contract template editing API - Added PUT /api/templates/contract-templates/:id.
  • Inventory item typing - Added items.item_type (default product) with support in item create/update/list filtering.
  • Date range picker presets - Added quick presets plus month/year selectors in the shared range picker UI.

Changed

  • Projects-first terminology and UX - Major UI language shift from “Quotes” to “Projects” across primary operational screens.
  • Project list controls - Added sorting options and improved search/filter ergonomics in the projects index.
  • Project detail experience - Improved lifecycle actions, expiration/unsigned-change visibility, payment/file detail handling, and logistics/payment-related workflows.
  • Project creation flow - Consolidated from a 2-step wizard into a single-screen form.
  • Files page operations - Added list/tile refinements, richer inspection drawer, linked-project visibility, and bulk action polish.
  • Billing workspace - Added outstanding balances view and stronger search/sort/export handling.
  • Leads workspace - Added search suggestions/autocomplete and sortable table columns.
  • Inventory editing model - Added item type controls, subrental toggles, image-upload flow, and optional source indicator visibility setting.
  • Public project page labels - Improved naming consistency and policy/terms title display.

Fixed

  • Image thumbnail auth in Files UI - File serve URLs now accept token query auth for image-tag compatibility.
  • Upcoming event date normalization - Dashboard summary now normalizes non-ISO event dates before upcoming-range comparisons.
  • Duplicate project token hygiene - Duplicated projects now clear inherited public_token.
  • Expired signing enforcement - Expired projects are now consistently blocked from contract signing.

[0.0.6] - 2026-03-24

Added

  • Derived interactive theme tokens - Added --color-primary-subtle and --color-primary-hover across built-in themes for consistent hover/active treatments.
  • Global interaction utilities - Added reusable .skeleton shimmer and .quoteItemAdded flash animation classes for loading/feedback UI patterns.

Changed

  • Foundation visual layer - Body background now uses a softer surface tone to improve card/page separation and long-session readability.
  • Global interaction feel - Buttons now include subtle press feedback, and cards get smoother hover elevation transitions.
  • Layout constraints - Main content now uses stronger side padding plus a max-width cap (1440px) to avoid overstretched wide-screen layouts.
  • Sidebar navigation polish - Nav links have improved spacing, cleaner active indication (left accent), and clearer hover behavior.
  • Dashboard clarity - Stat cards now use colored left accents by metric, and empty states for Upcoming Events/Inventory Conflicts were upgraded from plain text to illustrated placeholders.
  • Inventory browsing polish - Category filters now scroll horizontally, item cards use fixed 4:3 media, and action overlays are hover-driven on desktop while remaining visible on touch devices.
  • Quote detail presentation - Summary/totals panel is sticky, grand total emphasis increased, and quote/custom item row styling now reads as card-based UI.
  • Table readability (Leads/Billing) - Row density and sticky header behavior were improved for scanability and click targets.
  • Import flow step styling - Stepper visuals now include explicit completed states (green check progression) in addition to active/inactive styling.
  • Messages empty/thread states - Thread rows have stronger minimum height and empty states now provide icon + contextual guidance.

[0.0.5] - 2026-03-23

Added

  • Packaged in-app updater endpoints - New authenticated routes GET /api/updates, GET /api/updates/releases, and POST /api/updates/apply provide current-version status, GitHub release listing, and package-aware release installation.
  • Settings update console - Settings now includes an Updates card with version status, release picker, "What's New" body preview, install trigger, and restart health polling.
  • Extension JSON fallback import - Import page adds an Extension JSON tab so scraped extension payloads can be pasted and imported directly.
  • Bulk item ingestion route - POST /api/items/bulk-upsert now supports extension fallback import with create/update counts in one request.

Changed

  • Extension connectivity model - Extension popup now stores a configurable server URL, and extension sync requests use that stored target instead of a hardcoded localhost API endpoint.
  • Extension recovery behavior - Background sync now always saves the last scraped payload so the popup can export JSON even when network sync fails.
  • Extension download URL resolution - ExtensionPage download action now respects VITE_API_BASE instead of relying on a hardcoded absolute localhost URL.

[0.0.4] - 2026-03-19

Fixed

  • Inventory empty-state crash on fresh startup - Removed an undefined search reference in ItemGrid that could throw a ReferenceError when items were empty.
  • Unhandled inventory load rejection during sql.js init - InventoryPage now catches failed getItems requests so startup fetch failures degrade gracefully instead of cascading into a blank page.

[0.0.3] - 2026-03-18

Added

  • Per-item quote pricing controls - Quote lines now support discount metadata (discount_type, discount_amount) alongside drag-to-reorder for cleaner quote composition.
  • Reusable quote policy content - New payment policy and rental terms templates can be managed centrally and attached to individual quotes.
  • Item accessory relationships - Inventory items can now store accessory links for future quote-builder automation.
  • Repo metadata polish - Added a real LICENSE file and refreshed the GitHub-facing README for clearer discovery and evaluation.

Changed

  • Public quote experience - Quote expiration is now surfaced consistently, discounted pricing is reflected in public totals, and public approvals/signatures respect expiration state.
  • Operator UX - Added UI scale controls, direct quote navigation from Messages, clearer quote status borders, and more polished quote-builder pricing affordances.
  • Quickstart and discoverability - README now leads with product value, deployment options, badges, keywords, and a cleaner getting-started flow.

Fixed

  • Legacy public quote API parity - /api/quotes/public/:token now returns expiration status, payment policy data, rental terms, and discount fields so the public React page matches the backend feature set.
  • Accessory messaging accuracy - InventoryPage no longer claims permanent accessories auto-add to quotes before that behavior exists.
  • Local runtime noise - .gitignore now correctly excludes local lockfiles, runtime uploads, and editor-specific config so release diffs stay focused.

[0.0.2] - 2026-03-18

Added

  • Quote filtering API + UI - GET /api/quotes now supports search, status, event_from, event_to, has_balance, and venue filters. Quotes page adds filter controls and a date-range picker.
  • Public quote live thread - New no-auth endpoints GET/POST /api/quotes/public/:token/messages plus public quote UI for live polling and client message submission.
  • Theme + map settings - New Settings keys ui_theme, google_places_api_key, and map_default_style; new theme picker and Google Places setup UI.
  • Availability picker endpoint - GET /api/availability/quote/:quoteId/items?ids=... returns stock/reserved/potential counts for specific item IDs on the quote date window.
  • Inventory contract description support - items.contract_description column added and wired through item create/update/upsert and extension upsert payloads.

Changed

  • Quote creation flow - Quotes page now uses a 2-step wizard (event details then client info) and can auto-complete client addresses with Google Places.
  • Quote builder availability UX - Line items and inventory picker show explicit stock/booked badges and conflict states; subrental lines are labeled in-editor.
  • Quote item update semantics - Updating quote or custom item quantity to 0 now removes the line item server-side and logs activity.
  • Runtime port handling - Server auto-finds a free localhost port when PORT is not set; chosen port is written into badshuffle.lock and Vite proxy reads it.
  • Cross-platform dev script - server/package.json now uses cross-env for NODE_ENV=development.
  • Billing labels and visibility rules - UI copy switched from "Contract total" to "Quote total"; remaining balance is shown only in statuses where it is meaningful.

Fixed

  • Goodshuffle extension scraping resilience - Content script extraction now uses layered strategies (label scan, ng-model, CSS/text fallback), improving coverage across catalog and item detail layouts.

[0.0.1] - 2026-03-17

Added

  • Public catalog - No-auth catalog at /catalog and /catalog/item/:id, backed by server/routes/publicCatalog.js, robots.txt, sitemap.xml, and /api/public/* JSON endpoints for SEO-friendly browsing.
  • Docker deployment - Dockerfile, docker-compose.yml, docker-compose.dev.yml, and docker-entrypoint.sh for containerized local and production-style runs with persistent /data storage.
  • AI integration settings - Encrypted Claude, OpenAI, and Gemini API key fields plus per-feature enable/model controls in Settings.
  • Availability and subrental foundation - Availability conflict endpoints, vendor/subrental support, and rental date fields shipped in the initial consolidated release baseline.

Changed

  • Development launch flow - Added npm run dev:host and npm run dev:docker; server dev mode now sets NODE_ENV=development, and dev-only /api/auth/dev-login can seed a local admin automatically while developing.
  • Runtime configurability - DB_PATH, UPLOADS_DIR, and APP_URL are respected so Docker and production builds can use external storage and correct canonical URLs.
  • Operator UX - Mobile sidebar/overlay, better touch targets, category chips on Inventory, quote item drag-and-drop reordering, and broader responsive layout cleanup across the client.
  • Deployment behavior - Production server can now serve the built React client from client/dist.
  • Docs - Project docs and onboarding context were refreshed for the consolidated release line.