Changelog

Bug Fixes

• Remove email scope — triggers unverified app warning in production
• Always use drive.file scope instead of full drive access
• Mark read replaces chevron on hover instead of pushing layout
• Use raw SQL for document_request insert — Drizzle was dropping fields
• Force-coerce all document_request fields to correct types on pull
• Ensure required fields have defaults when inserting pulled doc requests
• Pull document requests from Drive blob without full vault restore
• Stricter JSON detection for special chat messages + clean notice descriptions
• Chat badge shows messages since last visit, clears on tab view
• Document request share link uses current origin, not hardcoded production
• Rename "Request a document" to "Document Request" + clean unused imports
• Remove Templates tab from advisor settings — now lives at /advisor/documents
• Stop CI from committing CHANGELOG.md — prevents merge conflicts
• Record failed deploys in QA dashboard + move QA run creation earlier

Features

• Auto-create client + import vaults on Pro conversion

Bug Fixes

• Hide Upgrade link when advisor has return path to /advisor
• Replace history.replaceState with SvelteKit-compatible alternatives
• Notices back button uses history.back() instead of hardcoded /advisor
• Match chat notices by client_id fallback when vault_id has stale slug
• Use resolved UUIDs instead of URL slugs for all IDB operations in vault view
• Use resolved UUID instead of slug for all IDB operations on client hub
• Slug lookup generates slug on-the-fly for records without stored slug
• IdbPatch skip when key not found — prevents DataError on missing records

Features

• Settings tabs as real routes — /settings/storage is bookmarkable
• Add skip_tests option to production deploy workflow
• Add Open Graph + Twitter Card meta tags for social sharing
• Show "Mark read" button on hover for unread notices
• Product updates page with roadmap + 4 launch posts
• Grouped doc requests on client hub + vault docs tab + auto-sync on requested page
• Document request chat card is fully clickable for vault owner
• Slack-style chat UI + structured document request messages
• Document request button on vault documents + chat tabs
• Add GitHub Actions badges to admin releases page
• Auto-create client + import vaults on Pro conversion
• Advisor Documents page — templates + cross-client request tracking
• Complete document request workflow — chat messages + notifications
• Urgency dot becomes checkbox on hover for inline bulk selection
• Delete confirmation requires typing today's date
• Bulk selection mode for notices — select all, archive, delete in bulk
• Add All tab + search to notices mailbox
• Mailbox-style notices — Unread / Read / Archived tabs with counts
• Notices overhaul — archived status, auto-read chat, retention controls
• Human-friendly URLs — client slugs + vault tab route segments

Bug Fixes

• Attempt silent Google auth refresh on advisor vault mount
• Delete chat_messages and document_requests in replace mode restore
• Add missing date fields to parseDates in restore — documents, beneficiaries, will
• ParseDates handles epoch numbers — fixes getTime crash on Drive restore
• Use userinfo endpoint for Google email detection (tokeninfo was returning unknown)
• Detect Google email vs profile email mismatch for Drive writeback
• Add URL sync for settings tabs + advisor vault tabs, debug token identity
• Use Drive Picker for vault file discovery instead of API search
• Auto-open Drive Picker on 403 + retry writeback after attach
• Bypass advisor_writeback feature flag — always attempt writeback
• Show Drive Picker attach prompt on 403 + update driveFileUrl from picked file
• Auto-prompt Google auth on chat send + better flag logging

Features

• Add refresh button to client chat — syncs latest messages from Drive
• Add email scope to Google auth + grant advisor Drive access from client settings

Bug Fixes

• Add comprehensive writeback logging to diagnose chat sync failure

Bug Fixes

• Self-healing Drive file URL for advisor vault access

Features

• Unlock will templates for CA, TX, FL, NY, IL — state selector in questionnaire

Features

• UI overhaul — command palette, collapsed assets, will templates for 5 new states

Features

• Help search with Fuse.js + ? icon dropdown in header

Features

• Automated screenshot capture for all new help articles

Features

• Feedback nav + waitlist form + doc request notify client

Bug Fixes

• Correct CHANGELOG.md import path in changelog route

Features

• Public /changelog route + settings link

Bug Fixes

• All background sync paths use silent-only Google auth
• Remove GIS silent refresh on advisor vault mount

Features

• Feedback UI + admin dashboard + public changelog (pending)
• Feedback system backend + git-cliff fix + change tracking
• Change tracking — highlight new/updated items since advisor's last visit
• Document request templates + grouped requests + client fulfillment
• Document preview, download, and download-all in advisor vault view
• Document content sharing between client and advisor via Drive

Bug Fixes

• Drive vaults always re-fetch instead of using stale snapshot

Bug Fixes

• Meeting brief shows vault data + heading fix + timestamp
• Meeting brief opens in new tab + wider label column
• Add data URL prefix to base64 photos in advisor vault view

Features

• Photos + expandable members in advisor vault view
• Expandable asset details in advisor vault view + minor fixes

Bug Fixes

• Rename qa.html → releases.html + restore GIS script for push notifications

Features

• Will template renders beneficiary allocation splits
• Beneficiary allocation — percentage or fixed-amount per asset

Bug Fixes

• Add CORS headers to all Worker health endpoints
• Staging CI posts QA runs to staging API, not production

Bug Fixes

• Skip Maintenance health check on staging (no Worker route there)

Bug Fixes

• Align Releases page with Tailwind admin page template