May 2026

New capabilities, fixes, and improvements shipped to Sophie in May 2026.

Added

Wire identify() + LDObservabilityProvider + billing useFlag (May 17)
Observability + flags + APM Mission Control pages (Phase 5) (May 17)
Observability + QA admin routes (Phase 4) (May 17)
Move client seed data to user level in Mission Control (May 15)
Activate backbone orchestration — real tools, updated prompts, CM routing (May 15)
Unified MessageAttachment timeline persisted to every message (May 15)
Vendor-agnostic observability abstraction with Arize/LangSmith enrichment (May 14)
Thread tenant context into MCP and web-search tool traces (May 14)
Parent chat-turn span wraps agentic loop with wrapWithTurnTrace (May 14)
Trace Path B — LangSmith callbacks in AnthropicAdapter.stream() (May 14)
Python crew engine tracing via @traceable (May 14)
Tool layer tracing — makeTraceable helper, MCP and web-search wrapped (May 14)
Metadata context helpers and LangChain LLM call tagging (May 14)
Use getClassificationModel/getAgentDefaultModel instead of hardcoded strings (May 14)
Upgrade email_draft to produce OutboundPayload card (May 14)
Implement real DB operations for CM agent tools (May 14)
Show background delivery badge on async assistant messages (May 14)
Wire useLiveConversation + WorkingIndicator into ChatLayout (May 14)
Add WorkingIndicator component for streaming + background job state (May 14)
Add useLiveConversation for persistent SSE background job delivery (May 14)
Add BackgroundJob tracking + addBackgroundMessage to chat store (May 14)
Start Postgres-backed background worker unconditionally on boot (May 14)
Add GET /v1/conversations/:id/live persistent SSE endpoint with Postgres LISTEN (May 14)
Rewrite background worker — drop NATS, Postgres polling + pg_notify delivery (May 14)
Add queue_background_task builtin tool (May 14)
Add BackgroundJobService with enqueue/dequeue SKIP LOCKED + pg_notify (May 14)
Inject logged-in advisor profile into every LLM call (May 14)
Add ClientContextPicker to thread input and wire clientId through full stack (May 14)
Projects v2 — engagement workspaces (May 13)
Default all messages to Inference Agent orchestration path (May 13)
Wire onToolEvent through routeInferenceAgent + persist assistant message (May 13)
Rewrite executeStream with routing graph + real-time event forwarding (May 13)
Export inferenceRoutingGraph (routing-only) + aggregateResultNode (May 13)
Add ProjectHomePage component (May 13)
Add ProjectsShell layout and ProjectsIndexPage (May 13)
Add ProjectActivityFeed component (May 13)
Add ProjectsSidebar component (May 13)
Add ProjectConversationList component (May 13)
Add Projects entry to left nav (May 13)
Add conversationBase prop to AskBlock (May 13)
Add useProjectActivity hook (May 13)
Extend afterCallback to bootstrap new social-login users (May 13)
Add POST /auth/social-bootstrap for new social-login users (May 13)
Add setUserNeedsOnboarding to Auth0 management client (May 13)
Remove WorkOS SSO configuration card from identity page (May 13)
Remove SCIM methods from GroupsService (May 13)
Remove WorkOS org-creation from tenant provisioning (May 13)
Unmount SSO and SCIM routes from app.ts (May 13)
Remove WorkOS package + service/route files (May 13)
Inline accordion for Clients and Knowledge, keep Workspace drill-down (May 13)
Add dev-test QA harness and sample payloads (A8) (May 13)
Wire OutboundRouter into Turn.tsx (A7) (May 13)
OutboundAttachment type, store state, SSE handler, connectors hook (May 13)
Register draft_* tools; inject capability block; emit outbound SSE (May 13)
OutboundRouter dispatcher with Zod validation + fallback + barrel (May 12)
Full backend + frontend for acquire-from-chat screens (May 12)
Outbound.css styles + globals import + fix o-btn.accent hex (May 12)
Capability block + 6 draft_* micro-agent tools (May 12)
Zod schemas for OutboundPayload (API side) (May 12)
Shared utilities and icon set (May 12)
Zod schema + sample payloads for OutboundPayload (May 12)
Add dryrun + commit + retire endpoints for acquire-from-chat (May 12)
Acquire-from-chat — Sophie's in-chat file acquisition flow (May 12)
Upload menu redesign — drop zone, toggle switches, grouped sections (May 12)
Add /admin/domain-join-requests cross-tenant list + approve/reject endpoints (May 10)
Add explicit TOS acceptance step to accept-invite flow (May 10)
Require tosAccepted=true in /accept-invite endpoint (May 10)
Backfill script for tenants.domain → tenant_domains; stop writing tenants.domain in provisioning (May 10)
Add includeSubdomains checkbox to domain claiming form (May 10)
Notify admins via in-app review_trigger alert on domain join request creation (May 10)
Add featureOverrides (kbSharing, memoryIsolation) to workspace PATCH + admin UI (May 10)
Enforce workspace memory isolation via featureOverrides.memoryIsolation (May 10)
Enforce workspace-level KB sharing via featureOverrides.kbSharing (May 10)
Mount workspace context middleware on /v1/knowledge and /v1/memories (May 10)
Add getWorkspaceFeatures helper for featureOverrides lookup (May 10)
Add performancePeriodEndsAt, emailType, workspace fields to /auth/me + CurrentUserProfile (May 10)
Add available-plans endpoint filtered by email type + performance period banner (May 10)
Add domain claiming + SCIM group mapping to identity page (May 10)
Add domain-join-pending page for queued join requests (May 10)
Add accept-invite page + /auth/accept-invite API endpoint (May 10)
Add Workspaces/Groups/Teams entries to workspace sub-menu (May 10)
Add Workspaces, Groups, Teams admin pages (May 10)
Update WorkspaceMenu to show live workspace list with switch (May 10)
Add workspace store + cookie-based workspace switch route (May 10)
Add workspaceScoped option to requirePermission middleware (May 10)
Update defineAbilityFor with workspace/group/team/domain rules (May 10)
Add Workspace/Group/Team/Domain ResourceSubject + 3 permission keys (May 10)
Handle group events for SCIM-driven group membership (May 10)
Add TeamsService + /v1/workspaces/:wsId/teams router (May 10)
Add GroupsService + /v1/groups router (May 10)
Add domain claiming + join request management endpoints (May 10)
Workspace router + context middleware (Task 5.2) (May 10)
Add WorkspaceService with CRUD and membership; wire into domain join approval (May 10)
Enforce seat limit on invite creation (May 10)
Handle domain join request 202 response in route + web (May 10)
Rewrite domain-join block to use tenant_domains + JoinRequestCreatedError (May 10)
Add domain DNS TXT polling + performance period expiry workers (May 10)
Add DomainJoinRequestService (May 10)
Add DomainClaimingService with DNS TXT verification (May 10)
Add groups, teams tables to per-tenant schema (May 10)
Add workspaces + workspace_memberships to per-tenant schema (May 10)
Add tenant_domains and domain_join_requests schema (May 10)
Show full nav list in panel on home/chat; expand section on click (May 9)
Canonical two-column left nav with company tile and workspace menu (May 9)
Full UX redesign of Personality Studio (May 7)
Redesign Inference Agent and Agent Lab pages (May 7)
Full UX redesign of Memory Configuration + DB provisioning fix (May 7)
Auth0 Custom Page Template — branded login + 8 screens (May 7)
Sophie Personality System — per-user per-tenant personality, chat-driven, MC management (May 7)
Inference Agent Lab — versioning, benchmarking, shadow mode, AI Studio (May 7)
Feedback Visibility — local storage, OTel spans, MC dashboard (May 7)
Sophie Personality management page — roster, user drawer, archetype manager, audit log (May 7)
Inference Agent Lab — AI Studio split panel UI + sidebar nav (May 7)
Inference Agent Lab routes — versions, benchmarks, shadow comparisons (May 7)
Personality management routes — roster, history, archetype CRUD, audit log (May 7)
Version tagging + shadow execution in inference graph + OTel span attributes (May 7)
InferenceAgentVersionService — lifecycle management and shadow comparison (May 7)
PersonalityService — trait CRUD, system_prompt_block computation, history logging (May 7)
Memory Config page — per-tenant memory policy management (May 7)
BenchmarkService with composite scoring (accuracy + calibration + latency) (May 7)
PersonalityAgentService — Haiku directive detection with false-negative bias (May 7)
Memory config CRUD endpoint for per-tenant policy management (May 7)
Inject memory context into chat system prompt, extract facts post-response (May 7)
Feedback dashboard — trend chart, filtered table, chunk breakdown (May 7)
Add MemoryContextService — load and extract chat memories (May 7)
Schema for Sophie Personality System (preferences, history, custom archetypes) (May 7)
Feedback stats, list, and worst-performers endpoints (May 7)
Schema for Inference Agent Lab (versions, benchmarks, benchmark_runs, shadow_comparisons) (May 7)
Feedback now persists locally + emits OTel span event (May 7)
Inference Agent dashboard + LangFlow embedded builder in Mission Control (May 7)
New topologies, templates, guide page, and data fix (May 7)
Server-side pagination, search, and type filter (May 7)
Live platform counts from DB — replace hardcoded nav badges (May 7)
Platform catalog page, hooks, sidebar nav, backbone agents in tenant drawer (May 7)
Add POST /admin/tenants/platform/seed-catalog endpoint (May 7)
Catalog router + show catalog agents in GET /agents (May 7)
Agent Platform Catalog — 233 agents, 42 tools, chunk UI, MC seeding (May 7)
Phase 3 — Chat Projects (May 6)
Phase 2 — KB Triage from Chat (May 6)
Phase 1 — Chat Attachment Menu + File Upload (May 6)
Phase 0 — MCP Connector Catalog (May 6)
Full visual reskin of workspace/billing tabs (May 5)
Redesign billing UI to match workspace app style (May 5)
Add admin-api billing routes for Mission Control (May 4)
Add Billing section to Mission Control admin sidebar (May 4)
7-step BillingSetupWizard onboarding component (May 4)
Notification service with 22 billing notification templates (May 4)
Dunning service with automated retry and suspension (May 4)
Add Billing section to admin sidebar nav (May 4)
Admin billing firms list + FirmDetailDrawer (6 tabs) (May 4)
MC Dunning Queue admin page (May 4)
MC Billing Dashboard admin page (May 4)
Payment Methods page (May 4)
Add-On Packages page (May 4)
Invoice History page (May 4)
Seat Management page (May 4)
Usage Dashboard page (May 4)
Plan Management page (May 4)
Billing Hub page + BillingSubNav component (May 4)
Add admin-billing router (13 endpoints) + fix RBAC for financial_admin (May 4)
Add invoice and payment method endpoints (May 4)
Add add-on package endpoints (available, purchased, purchase, detail) (May 4)
Add usage endpoints (GET /usage, /usage/history, /usage/check) (May 4)
Add billing-usage.service with usage ledger queries and limit enforcement (May 4)
Add Lago webhook handler (May 4)
Add Stripe webhook handler and mount billing webhooks router (May 4)
Register billingRouter in app.ts (May 4)
Requests page with approve/reject flow + Operations group in sidebar (May 4)
Add seat management endpoints to billing router (May 4)
Add billing router with 6 subscription endpoints (May 4)
Profile page rewrite — role hero, editable fields, client list, request modal (May 4)
Notification bell in Topbar + NotificationDrawer with 30s polling (May 4)
UseMeProfile, useNotifications, useAccessRequests hooks (May 4)
Register me, access-requests, notifications routes (May 4)
Add updateBillingCycle method to BillingService (May 4)
Add BillingService with subscription and seat orchestration (May 4)
Notifications routes — list, unread-count, mark-read, read-all (May 4)
Add Subscription and Invoice to CASL ResourceSubject, grant read to admin role (May 4)
Access-requests routes — list, approve, reject with CASL check (May 4)
Me routes — profile upsert, editable fields, access request submission (May 4)
Slack Block Kit webhook service with no-op fallback (May 4)
Extract adminRole from JWT claim into AppVariables (May 4)
Add AccessRequest subject + approve action to CASL platform abilities (May 4)
Dynamic env chip driven by NEXT_PUBLIC_APP_ENV + NEXT_PUBLIC_APP_REGION (May 4)
Real metrics, greeting, user menu + profile page in correct MC app (May 4)
Admin profile page — identity, security, team fields (May 4)
Admin dashboard real metrics + TopBar greeting + user menu (May 4)
Admin dashboard metrics and top-tenants endpoints (May 4)
Add full favicon set — apple-touch, android, ms-tile, and standard sizes (May 4)
Live computed metrics + workspace settings to configure firm-wide tiles (May 3)
Fix scroll clipping, add pagination with 25/30/50 per page, column sort (May 3)
Remove static dots, auto-scale axes, fix label clipping, add zoom/pan (May 3)
Add book-summary.worker and compute-book-summary.ts ECS entry point (May 1)
Add GET /v1/book/summary — advisor-scoped book stats with stale-while-compute (May 1)
Add book-summary.service + expand createTenantSchema with isCurrent and cohort columns (May 1)
Wire feed to real conversations and audit_logs; fallback to hardcoded when empty (May 1)
GET /v1/clients/:id/conversations + /audit; add chatCount/lastChatAt to client detail (May 1)
Add demo conversations and audit events for 3 testuser4 clients (May 1)
Remove MOCK_BOOK from BookPage and RosterPage (May 1)
Enrich GET /v1/clients/:id with 19 parallel table joins (May 1)
Rich 26-table demo seed for testuser4 — 3 demo clients (May 1)
Add Mission Control review queue routes — list, apply, reject, bulk-apply (May 4)
Add financial extraction worker — auto-apply at confidence>=0.85+structured, pending_review otherwise (May 4)
Add LangChain agent fallback with read_schema + propose_update tools (max 5 turns) (May 4)
Add financial extraction service — typed Zod extraction + agent fallback routing (May 4)
Add Zod extraction schemas for 5 financial document types + detectDocumentType (May 4)
Add scdUpsert() helper — SHA-256 idempotency wrapping HistoricalRecordService (May 4)
Wire AgentExecutionService routing, SSE tool events, and source citations (May 4)
Move Branding and Memory pages to workspace nav with design system redesign (May 4)
Replace Sophie dot icon with Prospera lockup in brandbar (May 4)
POST /admin/tenants/:id/seed-demo — re-seed 20 demo clients for any tenant (May 4)
ModelSelector component grouped by provider with tier badges (May 4)
GET /api/v1/llm-models route grouped by provider with tier (May 4)
CreateLangChainLLM factory with reasoning model constraints (May 4)
Add resolveProvider, isReasoningModel, getModelTier helpers (May 4)
Wire acquisitions page to real API — useAcquisitions hooks (May 4)
Add acquisition upload, SSE stream, shelve, reject, patch routes (May 4)
Triage worker — classifyDocument + matchClient on acquisition.item.uploaded (May 4)
Add matchClient() scoring service with name/email/phone signals (May 4)
Add LocalStorageAdapter + storage factory for STORAGE_ADAPTER=local (May 4)
Add acquisition_batches table + batch/client columns on items (May 4)
Show DEFAULT badge on policy-seeded KBs in knowledge page (May 4)
Apply DEFAULT KB policy at tenant provisioning and advisor domain-join (May 4)
DefaultKbPolicyService — seed 3 KBs at provisioning, grant advisors on domain-join (May 4)
Wire /workspace/knowledge page to real APIs (May 4)
Refactor knowledge components to accept real data props (May 4)
AccessGrantDrawer for granting and revoking KB access (May 4)
KbEditorDrawer for create/edit/delete knowledge base scopes (May 4)
UseKnowledgeBases hooks for KB, stats, access matrix, sensitive classes, connectors (May 4)
Sensitive_class_configs table, service, and GET/PATCH routes (May 4)
GET /knowledge/stats and GET /knowledge/access-matrix (May 4)
PATCH + DELETE /knowledge/bases/:id with soft-delete (May 4)
Redesign enrichment loading overlay with premium UX (May 3)
Add Tooltip primitive; wire rich hover tooltips onto profile Filofax tabs (May 3)
Redesign website search as equal alternative to name search (May 3)
Distribute profile Filofax tabs evenly using space-between (May 3)
Remove role badge + domain footer from profile tab strip (May 3)
Add optional website input to firm lookup search (May 3)
Add topbar + breadcrumbs to profile page, sync crumb to active tab (May 3)
Auth0 sync firstName/lastName, greeting + nav prefer firstName over split-name fallback (May 3)
Expand IdentityPane — firstName/lastName/contact/department fields + avatar upload (May 3)
Expand CurrentUserProfile + PatchMeFields with firstName/lastName/personalEmail/phone/department, add uploadAvatar() (May 3)
Expand PATCH /auth/me, add avatar upload+serve, profile history, name-sync guard (May 3)
UserProfileService with name-sync guard, display-name derivation, and audit history (May 3)
Install ZT Nature Thin/Medium/Black weights from second delivery (May 3)
Add Prospera mark, logotype, and lockup components; migrate nav and auth pages (May 3)
Real roles/policies/models — DB, API, and UI wiring (May 3)
Firm profile foundation — DB, API, lookup, and workspace UI (May 3)
Workspace users management + environment setup (May 3)
Rename All Clients to Book of Business, add Roster nav item, replace tab bar with breadcrumbs (May 3)
Roster subtitle, chart overhaul, pagination, live metrics (May 3)
Wire BookPage to useBookStats for live advisor/segments/cohorts (May 2)
Wire ChatsTab Feed view to useClientConversations (May 2)
Wire AuditTab to useClientAudit with loading/error/empty states (May 2)
Derive RosterPage filter chip counts from live client data (May 2)
Add BookStatsDTO/ClientListItemDTO types and useBookStats hook (May 2)
Add GET /book-stats and enrich GET /clients list with 12 fields (May 2)
Pixel-perfect Phase 6 — firm lookup flow (A1–A4) (May 2)
Pixel-perfect Phase 5 — audit log screen (May 2)
Pixel-perfect Phase 4 — knowledge access screen (May 2)
Phase 3 — Roles pixel-perfect (PRD chip colors advisor=warm/viewer=ground/custom, 7 policies with copy, section labels) (May 2)
Phase 1 — Overview pixel-perfect (PRD kicker/copy, stat tile font, tag colors, posture values, quick links, checklist detail text) (May 2)
Promote new library design to /knowledge, retire /library routes (May 1)
M12 remaining shelves — Phase 2 empty states + xlsx stub canvas (May 1)
M11 IMessageCanvas + PhoneFrame — iOS iMessage thread viewer (May 1)
M10 EmailCanvas — Gmail-style collapsible email thread (May 1)
M9 WhatsAppCanvas — chat thread viewer with bubble UI (May 1)
M8 TranscriptCanvas — Granola-style meeting transcript viewer (May 1)
M7 smith-family shelf + Communications binder + CommsCanvas stub (May 1)
M5+M6 document folio page + PDF/DOCX/MD/HTML canvases (May 1)
M4 — /library/[shelf]/[binder] open binder with dividers + folio rows (May 1)
M3 — /library/[shelf] shelf rack with 6 binders + add placeholder (May 1)
Migrate /clients to standard DashboardTopbar + BreadcrumbBar pattern (May 1)
Migrate /chat to standard DashboardTopbar + BreadcrumbBar (May 1)
Replace AppRail with LeftNavBar (hybrid icon-rail + grouped panel) (May 1)
Wire asOf param into insight endpoint and bump cache key to v2 (May 1)
Backfill script to populate entity_id and data_hash for existing tenant data (May 1)
HistoricalRecordService with SCD Type 2 upsert and point-in-time queries (May 1)
Deterministic SHA-256 data hash utility (May 1)
Add SCD Type 2 tracking types (May 1)
Add full topbar + move workspace sub-nav into AppRail (May 1)
Wire BreadcrumbContext into all workspace pages (May 1)
Wire BreadcrumbProvider + BreadcrumbBar into WorkspaceShell (May 1)
Wire BreadcrumbContext across all dashboard pages (STEPS 3-8) (May 1)

Fixed

Forward screen_hint to Auth0 so /signup opens signup screen (May 28)
Preserve Auth0 query params when switching screens (May 28)
Normalize legacy toolCalls shape at the API boundary (May 21)
Env-only API key in langchain-model-resolver (named-agent path) (May 21)
AnthropicAdapter must extract text from array-of-blocks content (May 20)
Seed real input schemas for Tier 0 builtin tools (May 20)
Wire chat route through OrchestrationRouter (May 20)
Orchestration router now actually applies default-agent config (May 20)
Drop .js extension from local TS imports — Next webpack rejects them (May 20)
Env-only API keys + typed error envelope across api/web (May 19)
Schema explorer empty graph — auto-fit, defensive dagre register, toolbar (May 18)
Pass enrichedContext into backbone advisorContext (May 15)
Inject selected-client context into CRM Backbone — stop asking for client ID (May 15)
Correct AP and EH chunk routing to proper backbone agents (May 15)
Use AUTH0_BASE_URL for redirect URLs instead of req.url (May 15)
Route CM intent to CRM Backbone for agentic client data lookups (May 15)
Align PROJECT_COLORS enum with palette and fix api-client error handling (May 15)
Strip bare JSON echoes from inline prose + empty fences (May 14)
Hide echoed JSON code block at render layer (May 14)
Hide echoed JSON, render card live, persist across reload (May 14)
Remove unused sampled/tenant fields from WebSearchServiceOptions (May 14)
Gate inference-agent tags on langsmithMeta, clarify OTel comment (May 14)
Consistent sampling and full metadata in tool traces (May 14)
Single sampling decision, document never[] constraint, improve tests (May 14)
Render outbound card end-to-end in chat UI (May 14)
Attach metadata callbacks in createLangChainLLM; apply shouldSampleRun gate; add service to inference metadata (May 14)
Move startup check to FastAPI lifespan; strengthen call_agent tests (May 14)
Gate agent-execution tags on langsmithMeta, matching metadata guard (May 14)
Restore 4-arg traceable closure in MCP callTool; document makeTraceable any[] rationale (May 14)
CreateLangSmithCallbacks uses ctx metadata, restore full test coverage (May 14)
Remove unsupported extraParams mutation, add missing isLangSmithEnabled test (May 14)
Replace hardcoded claude-3-5-haiku-20241022 with provider-resolver functions (May 14)
Anthropic provider parity — baseUrl, anthropicApiUrl, healthCheck (May 14)
Anthropic provider parity — baseUrl and anthropicApiUrl support (May 14)
Route email drafting to Communication Backbone + emit outbound card (May 14)
Normalize flat-format nodes + use llm_models table (May 14)
Fix tool node config path, input mapping, and crm_update dual-pattern support (May 14)
Fix border token, clear backgroundJobs on reset, guard reader cleanup (May 14)
Guard live SSE cleanup in try/finally + surface background worker startup errors (May 14)
Fix dequeue race, input contract, redundant fetch, clearInterval on stop (May 14)
Fix dequeue camelCase cast, atomic markFailed, increment messageCount (May 14)
Address code review — break on error, fix input serialization, collect tool_result output (May 14)
Inject response guardrails into every LLM call (May 14)
Make lint pass — guard SSR-unsafe globals + exclude tests from type-check (May 14)
Resolve TS strict errors in billing + admin + chat services (May 13)
Include state.messages in dynamic prompt runnable (May 14)
Add ClientContextPicker to Composer (May 14)
Drop public.clients FK, query tenant-schema clients (May 14)
Backbone token estimation + named agent DB history fallback (May 14)
Attach non-passive wheel listener for constellation zoom (May 13)
Scope test client data to a specific user, not a tenant (May 13)
Use PROVISION_DATABASE_URL in seed-test-data service (May 13)
Fix GET /platform/users 500 — remove inaccessible columns (May 13)
Fix classification always falling back + fix camelCase mapping (May 13)
Capture token usage + fix null fields in routing decisions (May 13)
Mark execution failed on error + improve test coverage (May 13)
Remove .js extension from callback-logic import (May 13)
Handle nodes without position field (May 13)
Resolve agent playground 502 + zero token counts (May 13)
Persist and rehydrate acquisition outcome across page refresh (May 13)
Remove stray WorkOS references from schema, services, openapi, and tests (May 13)
Oneoff commit no longer shows Shelved card; remove duplicate /status handler (May 13)
Prevent message clear on nav, restore PDF state on refresh, auto-scroll to stream (May 13)
Fix message disappearance and acquire-from-chat rehydration bugs (May 13)
Move /status route before auth middleware to prevent 500 (May 13)
Upsert status regression, add RBAC guard, 404 on missing draft (B4 review) (May 13)
Add connectors prop + connector-gated send to OutboundEmailDiff (May 12)
Reshape icons.tsx to Icon object + ChannelLogo sub-components (May 12)
Quality fixes — narrowed types, datetime validation, Attachment rename (May 12)
Correct route paths — /dryrun and /commit, not /acquisitions/dryrun (May 12)
Suppress legacy KBTriageBanner when acquire-from-chat flow is active (May 12)
Seed selectedModelId from meta + fix new-chat nav + design token cleanup (May 12)
User menu always opens + profile completion redirect (May 12)
Restore user profile avatar and add null-name fallback (May 12)
Auth0 login page — real Prospera logo + fix error display (May 12)
Resolve Auth0 login font 404s with absolute URLs + CORS headers (May 12)
Resolve /chat crash + agents 400 + marketplace null-length errors (May 12)
Quality fixes — RBAC middleware, transaction, parallel queries, status validation, static imports (May 10)
Correct nextCursor, aggregate total, and auth0Sub null guard in domain join request router (May 10)
Guard existing! in conflict path; log errors in fire-and-forget catches; improve JSDoc (May 10)
Add isArchived filter to PATCH update; tighten types; accessibility fix (May 10)
Freeze DEFAULTS to prevent mutation; strengthen undefined test (May 10)
Scim source filter, null-safe GroupDto/DomainJoinRequestDto types, mutation error handlers (May 10)
Add upstream error handling in proxy route, hoist INVITE_TOKEN_RE to module scope (May 10)
Suspense boundary, Next.js proxy route, token validation, atomic activation order (May 10)
Check data.error discriminant before res.ok for already_accepted (May 10)
Atomicity + tenant isolation + input validation fixes (May 10)
Add tenant ownership checks + input validation on domain endpoints (May 10)
Fix middleware scope, move remove-member to service, clean up debug code (May 10)
Fall back to URL params when {{config}} not injected (PKCE flows) (May 8)
Defensive mount guard — handle null #root and readyState (May 7)
Parse JSONB config field returned as string by postgres driver (May 7)
Move inlined script before to fix React #299 (May 7)
Add defer to inlined script tag (May 7)
Add Inference Agent + Agent Lab to AgentsSubNav horizontal pill nav (May 7)
Resolve all pre-existing test failures in api and web (May 7)
Remove unused useEffect import from feedback page (May 7)
Add | undefined to optional props for exactOptionalPropertyTypes (May 7)
Wire backbone agents to chat orchestration layer (May 7)
Internal service bypass uses super_admin role (May 7)
Correct seed-test-data path from admin/tenants to tenants (May 7)
Cascade-delete stub tenant on re-provision instead of deleting just the user (May 7)
Seed-demo and seed-catalog accept org_admin role (May 7)
Raise AccountMenu popup z-index from 5 → 200 to fix regression (May 7)
Secure LangFlow routes, fix type safety, add route tests (May 6)
Rename CREW_ENGINE_URL constant, ensure crew execution record updates on disconnect (May 5)
Fix double DB lookup in backbone routing, type backbone graph, fix token streaming (May 5)
Wire Inference Agent into chat path, add RLS, fix quality issues (May 5)
Use WorkspacePageHeader for Fraunces display font matching other workspace pages (May 5)
Add 32px/40px padding to billing layout to match other workspace pages (May 5)
Align firm lookup + workspace-firm route tests with actual implementations (May 5)
SSE adapter — forward tool error, single-use guard; model resolver opaque error messages (May 5)
Unwrap subscription from API response envelope in queryFn (May 4)
Fix API response shapes and add missing plan.limits to subscription response (May 4)
Align workspace billing API responses with frontend contract (May 4)
Add AdminShell wrapper to MC Billing Dashboard (May 4)
Invoice History spec compliance fixes (May 4)
Seat Management spec compliance fixes (May 4)
Usage Dashboard spec compliance fixes (May 4)
Plan Management spec compliance fixes (May 4)
Code quality improvements for Billing Hub page (May 4)
Billing Hub spec compliance fixes (May 4)
Code quality improvements for admin-billing and billing.service (May 4)
Spec compliance fixes for admin-billing router (May 4)
Atomic set-default, fix pagination NaN guard, tenant-scope soft delete, Stripe error handling (May 4)
Stable idempotency key, update usageLedger on addon purchase, shape detail response (May 4)
Correct quantity vs amountAdded semantics in purchased addons response (May 4)
Deduplicate VALID_METRICS, guard baselineLimit null, reject non-integer amount (May 4)
Distinguish missing/invalid metric errors in usage/check; add warning passthrough test (May 4)
Address code quality issues in billing-usage.service (May 4)
Use lago_id for subscription webhook lookups (May 4)
Fix webhook idempotency, error logging, and move business logic to service (May 4)
Fix DELETE seat guard, error codes, and UUID validation (May 4)
Requests page spec gaps — header copy, Approve/Reject buttons, note hover, pagination (May 4)
Fix DELETE seat error handling and move subscription lookup into try block (May 4)
Drawer click race, error feedback on submit, Space key a11y, EditableField sync (May 4)
Address quality issues in billing router and service (May 4)
Show toast after access request submit instead of inline modal success state (May 4)
Address code quality issues in BillingService (May 4)
Remove trailing ? from access-requests query URL (May 4)
Notifications PATCH 404 handling, safe ts() helper, test coverage (May 4)
Use db.transaction() for atomic approve flow (May 4)
Best-effort notification insert, guard JSON body parsing in me routes (May 4)
Extract ensurePlatformUser service, atomic approve transaction, input validation (May 4)
Use DB subquery for decided_by name in access-request PATCH response (May 4)
Me routes — safe notification inserts, UUID validation, test coverage (May 4)
Correct schema defaults, composite indexes, text types (May 4)
Add read grant and approve comment to AccessRequest CASL config (May 4)
Use Promise.allSettled in dashboard metrics — one query failure won't crash all tiles (May 4)
Add error to AcquisitionStatus union type (May 4)
Add tenantId to SearchQuery call and add error to AcquisitionStatus type (May 4)
Correct query key auth-me for cache invalidation on profile save (May 4)
Windowed pagination, move sortable th cursor to CSS (May 3)
Remove dead xHi from scale memo, fix pan transform order (May 3)
Address code quality review findings C1/I1/I2/I3/I4 (May 4)
Wire scdUpsert in worker auto-apply path, enforce bulk-apply max(100) (May 4)
Make tenantId required in OpenSearch search() — remove optional bypass (May 4)
Add tenantId to OpenSearch index schema and mandatory term filter on search (May 4)
Implement rag_retrieval tool — wraps SearchService with tenant/user context (May 4)
Strengthen KB tenant guard — tenantId filter in DB query + pass through to search service (May 4)
Enforce tenant isolation on KB search — validate KB ownership before querying (May 4)
Demo-data page — strip sidebar nav and breadcrumb for standalone sandbox exit flow (May 4)
Contain SandboxFrame within viewport height — prevent page overflow in FTUE/sandbox mode (May 4)
Tighten isReasoningModel regex, add type safety to llm-models route, document auth intent (May 4)
Handle both /api/proxy and /api path prefixes (May 4)
Repair new-user provisioning — FTUE, admin role, onboarding bypass (May 4)
MatchClient — use per-tenant clients schema with email+phone signals (May 4)
Strip /api/proxy prefix when forwarding to API (May 4)
Unique constraint on sensitive_class_configs; delete KB confirm from card (May 4)
WEBP magic byte dual-check + avatar route test coverage (May 3)
UserProfileService — explicit fieldsChanged comparison, catch history errors, add DB method tests (May 3)
Restore Filofax book-tab design lost in refactor (May 3)
Correct Profile menu href from /settings/profile to /profile (May 3)
Reconnect account menu, show full name, fix greeting, add firm logo upload (May 3)
Extend isAdminRole to include org_admin so workspace shell renders for owners (May 3)
GLEIF attributes extraction, OC token guard, CSA NRS error handling, add OrgBook BC (May 3)
Constellation age spread, book-metrics 403, and CASL update-Workspace (May 3)
Guard metricValues access with optional chaining (May 3)
Count totalClients/totalHouseholds from tenant schema in book-stats (May 2)
Use fmtMoney for AUM tile in BookPage (May 2)
Stable AuditEvent keys, fix time formatter, dead code removal (May 2)
Stable FeedItem keys from id; fix no-break-space in time formatter (May 2)
Add clientKeys.bookStats factory; document toClientSeed fallbacks (May 2)
Unify breadcrumb typography — sans-medium 15px all crumbs, bold 700 active only (May 1)
Restore acquisitions desk page + wire Drop Documents button (May 1)
Replace card-based shelf grid with canonical wooden-shelf design (May 1)
Wire left nav Knowledge section to /library routes + redirects from /knowledge (May 1)
Knowledge routes regressed by DashboardShell p-6 — move to (knowledge-shell) (May 1)
Call tenantProvisioningService.provision() on new tenant signup (May 1)

Improved

Hoist web-search traceable wrapper to class init (May 14)
Rewrite clients route to read from tenant schema (May 3)