Release Notes v1.2.5

v1.2.5 (2025-12-27)

• Massive merge from personal branch with .NET 9 upgrade, solution restructure, and SQLite desktop default
• Accounting: invoicing/settlement screen, checklist enhancements, DocuSign + payment signals surfaced across the app
• Global Profile: agency-level system settings stored in DB with plugin toggles
• SmartPaste: email footer/blob pasting for Leads and Clients with AI field extraction plus SmartPaste component on Lead/Client forms
• Attachments: Azure Blob/local/NAS support, hashed storage, fast thumbnails, Epic document sync, and client/policy attachment linking optimized for network drives
• Details tab: centralized view to save/sync client and policy data; beta XML paste to extract policy/client data
• Leads: prioritized pipeline plus AI extraction to prefill forms
• Desktop Outlook integration: interop-based advanced searches, tray helpers, and Ember command triggers
• RingCentral: incoming-call toast, click-to-dial, call log feed, call recording download, and transcription
• Click helpers: trigger links for tel/mailto/outlook with modifier shortcuts (Ctrl+Click copy, Shift+Click copy, Alt+Shift+Click Outlook search)
• Renewals: submissions tab auto-prompts for incumbent submissions; request/update flows improved; ePay links on renewal and client screens
• AI stack: Agentics OpenAI SDK chat, SmartPaste, Proposler pipeline, and pluginized OpenAIPro
• Platform UI: SyncFusion 27.1.56 upgrade, improved FireSearch error handling, new logging system, sorting/grouping/filtering in client policies
• Architecture: StateService persistence shift, DbContext overhaul, code cleanup/refactor, file structure reorg with new root namespace, beta plugin system for custom components
• Profile pages show recent calls and payments; SL-2 forms added to the forms library