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Release Notes v1.0.1 alpha

Nathan Smith edited this page Dec 28, 2025 · 1 revision

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: Agentics OpenAI SDK chat, SmartPaste, Proposler pipeline, pluginized OpenAIPro
  • SyncFusion 27.1.56, improved FireSearch, logging, SmartPaste component, plugin system seed, state service overhaul

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