> ## Documentation Index
> Fetch the complete documentation index at: https://docs.charle.agency/llms.txt
> Use this file to discover all available pages before exploring further.

# Changelog

> Product updates and release notes for CharleOS

Stay up to date with the latest CharleOS releases. Subscribe via RSS to get notified of new updates.

<Update label="July 14, 2026" description="v4.2.0" tags={["AI", "Dashboard", "QA"]}>
  ### Enhanced AI Cost Tracking and QA Coverage

  This release introduces improved cost calculations for AI operations and enhanced support for QA coverage management.

  * AI cost calculations now accurately account for prompt-cache token usage, fixing a previous inflation bug that miscalculated costs.
  * New features allow for better management of QA assignments, including warnings for project managers covering QA and improved recommendations for team assignments.
  * The tooltip for billed sizes now accurately displays the client’s sold day rate, providing clearer cost details.

  **Breaking Change:** Some functions related to AI cost calculations now include optional parameters; ensure existing implementations handle these changes correctly.
</Update>

<Update label="July 14, 2026" description="v4.1.0" tags={["Schedule", "Quotes", "Tasks"]}>
  ### Enhanced Scheduling and Quoting Experience

  This release introduces key updates to improve task management and quote readability.

  * Users can now easily unschedule multiple sprints in one action.
  * Assignments can be quickly reassigned with improved project management, ensuring accurate placement on calendars.
  * A sizing guide readability improvement makes quoting clearer, with dedicated lines for duration and median values.
  * New tooltip functionality provides detailed billing information directly in the quotes view.

  **Breaking Change:** The introduction of start and end dates for recurring blocks may affect existing scheduling behaviors.
</Update>

<Update label="July 13, 2026" description="v4.0.0" tags={["AI", "Schedule", "Tasks", "Help Desk", "Performance", "UI"]}>
  ### Major Update with AI Scheduling

  This release introduces a powerful AI scheduling feature, enhancing project management and efficiency. Users can now manage schedules, proposals, and help-desk tasks more effectively.

  * AI scheduling for projects, ad-hoc tasks, overtime, help-desk, and proposal panels.
  * Improved user interface for managing and visualizing schedules.
  * New functionality to revise and manage proposals directly within the scheduling tool.
  * Enhanced scheduling notifications for clear updates on project timelines and capacity.
  * New "shiftSchedule" operation allows for sliding schedules by working days.
  * Added strategic time block management and insights for better planning.

  **Breaking Change:** The AI scheduling feature may require adjustment to existing workflows.
</Update>

<Update label="May 20, 2026" description="v3.11.0" tags={["Dashboard"]}>
  ### Enhanced Dashboard Features

  This release introduces new features to improve your dashboard experience.

  * Added a Business Intelligence link to the Dashboard group, accessible to all users.
  * The Dashboard group is now visible to staff, displaying just the new BI link.
</Update>

<Update label="April 30, 2026" description="v3.10.0" tags={["Integration", "Security"]}>
  ### New MCP Server and OAuth Access

  This release introduces a new server for read-only database access through OAuth, enhancing security and functionality for agency users.

  * Implemented a new MCP server allowing clients to access read-only SQL tools securely.
  * Added an OAuth 2.1 provider feature, enabling better integration and authorization processes.
  * Introduced a consent screen that restricts access to admin and manager users.
  * Connected users can manage their MCP connections directly from their account settings.
  * Enhanced authorization flows, ensuring clients can discover well-known OAuth endpoints.

  **Breaking Change:** Users must update their OAuth configurations to accommodate the new endpoints and functionality.
</Update>

<Update label="April 3, 2026" description="v3.9.0" tags={["Schedule", "Tasks", "Time Tracking"]}>
  ### New Scheduling Tools and Enhancements

  This release introduces new features to enhance scheduling and task management, along with various critical fixes.

  * Added a new subtask column in the time log tab on the task detail page for better visibility.
  * Implemented company days management, allowing for easy CRUD operations and integration with the schedule.
  * Improved scheduling capabilities by fixing the schedule timeline to account for company days and annual leave.
  * Enhanced the my-schedule calendar to display company days accurately.
  * Fixed issues with task dialogs to prevent overflow and ensure usability.
  * Resolved problems related to logging time accurately by requiring projectTaskId and preventing negative end dates on subtasks.
  * Updated the month-to-date and utilization statistics to reflect the selected month accurately, improving reporting clarity.

  **Breaking Change:** Adjustments to how certain subtasks' statuses are managed when unscheduling, which may affect existing task workflows.
</Update>

<Update label="April 2, 2026" description="v3.8.0" tags={["Tasks", "Schedule", "Clients"]}>
  ### Enhanced Subtask and Schedule Management

  This release brings significant improvements to subtask handling and schedule flexibility, enhancing your project management experience.

  * Archived clients now display on the blocks page with an archived badge, and changing a client’s end date automatically restores them to active status.
  * Admins and project managers can now sign off on internal QA review subtasks and complete external QA subtasks directly from not-scheduled status.
  * New functionality allows for the direct creation of subtasks with proper sort ordering and estimates.
  * Improved scheduling allows QA work to be scheduled on annual leave days, while still showing leave items on the timeline.
  * Expanded permissions for project managers and admins to complete QA fixes subtasks.

  **Breaking Change:** These updates may require adjustments to how you manage subtasks and archived clients in your workflows.
</Update>

<Update label="April 1, 2026" description="v3.7.0" tags={["Tasks", "Dashboard"]}>
  ### Improved Task Management and Calendar Functionality

  This update enhances how you manage tasks and provides more flexibility in calendar date selection.

  * Unscheduled subtasks are now grouped by their parent task, streamlining your view.
  * Only tasks with active work in progress are flagged, reducing clutter.
  * The unscheduled tab now features dedicated columns for Subtasks, Not Scheduled, Days, and Client, making it easier to track your tasks.
  * Active tabs are now synced to shareable links for better collaboration.
  * Management leave calendar now allows selection of past dates for added flexibility.

  **Breaking Change:** Ensure to review how tasks are flagged as only those with actual work started will be marked.
</Update>

<Update label="March 31, 2026" description="v3.6.0" tags={["Performance", "Dashboard", "Clients"]}>
  ### Performance & Health Pages Overhaul

  This release features a significant enhancement to the performance and health pages for a more streamlined experience.

  * New dedicated performance pages for clients, including On-Time Delivery and Efficiency metrics.
  * Overhauled sidebar navigation to clearly separate Performance and Health sections for managers and team members.
  * Added a Task Health page displaying stuck subtasks and overdue items to improve task management.
  * Improvements to efficiency calculations, ensuring accuracy and relevance.
  * Enhanced API endpoints for better data handling, including user-scoped performance metrics.
  * Dynamic filtering and improved date handling for better scheduling precision.

  **Breaking Change:** The efficiency metrics now utilize per-user time entries instead of aggregate values, which may affect how performance data is displayed.
</Update>

<Update label="March 30, 2026" description="v3.5.0" tags={["Schedule", "Performance", "Tasks", "UI"]}>
  ### Enhanced Task Scheduling and Performance Insights

  This release introduces a new scheduling dialog for project tasks and a set of performance detail pages to boost your project management experience.

  * New full-screen scheduling dialog provides a clearer view of assignee timelines, including leave and bank holidays.
  * Added performance detail pages for on-time delivery, efficiency, and schedule health, accessible to all team members.
  * Time entry editing is now restricted to duration, date, and notes, with a new delete feature and alert confirmation.
  * Improved validation in task and ticket dialogs to prevent silent submission errors.
  * Enhanced UI with clickable dashboard stat cards leading to new performance pages.

  **Breaking Change:** The time entry editing process is now limited, which may require adjustments in how you log time on tasks.
</Update>

<Update label="March 30, 2026" description="v3.4.0" tags={["Time Tracking", "Clients", "UI", "Help Desk"]}>
  ### Enhanced User Experience and Contractor Access

  This update introduces important bug fixes, improved timezone handling, and contractor access features for a smoother project management experience.

  * Implemented contractor functionality with client-scoped access, enhancing security and user management for contractors.
  * Improved the schedule timeline by accurately displaying task statuses, including late and behind schedule indicators.
  * Added visual representation of bank holidays in the timeline for better planning.
  * Enhanced task completion dialogs to include separate hours and minutes inputs for more precise tracking.
  * Made contract files downloadable and ensured attachments remain accessible for users.
  * Resolved timezone issues affecting task entries to ensure data accuracy across different time zones.
  * Improved visibility controls for the Help Desk sidebar for internal users, restoring access to essential features.

  **Breaking Change:** Some permissions have been updated for contractor access, affecting visibility on specific features.
</Update>

<Update label="March 26, 2026" description="v3.3.0" tags={["Time Tracking", "Tasks", "Dashboard"]}>
  ### Enhanced Time Tracking and Task Management

  This release introduces significant improvements to time logging and task allocations.

  * Implemented a new time compliance popup that prevents app usage until users log their time, ensuring better time management.
  * Replaced percentage-based work splits with fixed t-shirt size allocation tables for development and design subtasks, improving billing accuracy.
  * Added comprehensive activity log tracking to provide a full audit trail of changes made to tasks and requirements.

  **Breaking Change:** The compliance popup is now non-dismissable, requiring users to log their time before using the app.
</Update>

<Update label="March 25, 2026" description="v3.2.0" tags={["Schedule", "Time Tracking", "Dashboard"]}>
  ### Performance and User Experience Enhancements

  This release focuses on improving the scheduling and time tracking experiences while addressing key issues.

  * Enhanced time tracking forms to prevent errors when dates are not selected, ensuring smoother submissions.
  * Improved error handling on authentication routes to reduce unnecessary error reports.
  * Network error handling in the SWR fetcher to avoid cascading failures, enhancing the dashboard's reliability.
  * Significant improvements to the scheduling feature, including real-time progress updates, smart push for task management, and enhanced interface for better usability.

  **Breaking Change:** None
</Update>

<Update label="March 23, 2026" description="v3.1.0" tags={["UI", "Schedule", "Tasks"]}>
  ### Scheduling Enhancements and Improved Delivery Metrics

  This release introduces several key enhancements to scheduling, attachment previews, and delivery metrics.

  * Experience a new full-screen preview for attachments including images, videos, PDFs, and Office documents.
  * Improved visibility for management annual leave, allowing managers to see direct reports and their own leave.
  * The delivery metric now accurately tracks schedule adherence, defining tasks as "early," "on time," or "late" based on completion and scheduled end dates.
  * Sick leave for today will now automatically cascade scheduled work forward for affected tasks.
  * Simplified email templates for clearer client communication and reduced redundancy in messaging.

  **Breaking Change:** Delivery metrics adjustments may affect how task completion times are reported.
</Update>

<Update label="March 17, 2026" description="v3.0.0" tags={["Dashboard", "Notifications", "Schedule", "Time Tracking", "Integration", "UI"]}>
  ### Major Update with Enhanced Features and Fixes

  This release introduces a comprehensive overhaul of notifications, time tracking, and scheduling features to improve your project management experience.

  * Revamped notification system with clearer entity names and improved link functionality.
  * New iCal feed for annual leave, allowing seamless integration with Google Calendar.
  * Redesigned time tracking views with enhanced statistics cards for better visibility.
  * Introduced the ability to log 0 minutes with a confirmation checkbox for external work records.
  * Significant improvements to schedule adjustments, including a preview feature for changes.
  * Overhauled dashboard metrics for more accurate project insights and better task organization.
  * Fixed various bugs related to task visibility, overtime calculations, and user interface elements.

  **Breaking Change:** The notification titles have been updated to display actual entity names instead of IDs.
</Update>

<Update label="March 16, 2026" description="v2.2.0" tags={["Notifications", "Comments", "Tasks", "Projects"]}>
  ### Enhanced Comment Mentions

  This release introduces new email notifications for mentioned comments, ensuring you stay updated on important discussions.

  * You will now receive email notifications when you are mentioned in comments across tasks, quotes, help desk requests, and project tasks.
  * The notification system has been enhanced to include details like who mentioned you and the context of the comment.
</Update>

<Update label="March 15, 2026" description="v2.1.0" tags={["Dashboard", "Schedule"]}>
  ### Enhanced RAG Report Pages and Overtime Scheduling

  This release brings redesigned RAG report pages and introduces overtime scheduling for retainer subtasks, along with improved filtering for soft-deleted users.

  * Redesigned RAG report pages for better clarity and usability, including new layouts and historical status tracking.
  * Added the ability to schedule overtime for retainer subtasks, allowing for more flexible task management.
  * Filtered out soft-deleted users from task list assignees to improve task assignment accuracy.

  **Breaking Change:** None
</Update>

<Update label="March 13, 2026" description="v2.0.0" tags={["Tasks", "Schedule", "Time Tracking"]}>
  ### Major Update: Enhanced Scheduling and Time Tracking

  We're excited to introduce significant enhancements to our scheduling and time tracking capabilities, making it easier to manage tasks and track time effectively.

  * Introduced a new "running behind" feature to help track delayed subtasks and improve scheduling accuracy.
  * Added a compliance check popup to ensure daily schedules are on track.
  * Improved time logging dialogs with better validation and alignment.
  * Enhanced scheduling estimates to better reflect actual time needed for tasks.
  * New filters for quotes status, allowing better management of development and design quotes.
  * Resolved several bugs related to attachment downloads and time entry calculations.

  **Breaking Change:** The "delayed" subtask status has been renamed to "running\_behind."
</Update>

<Update label="March 11, 2026" description="v1.14.0" tags={["Tasks", "Quotes", "Dashboard"]}>
  ### Project and Quote Management Enhancements

  This release brings significant improvements to project tasks, quote status updates, and new admin restrictions for enhanced control.

  * Improved project task management with new features for task organization and tracking.
  * Enhanced quote status updates to provide clearer insights into your quotes.
  * New admin restrictions for better oversight and management capabilities.

  **Breaking Change:** Adjustments to task and quote management routes may require updates to existing integrations.
</Update>

<Update label="March 10, 2026" description="v1.13.0" tags={["Schedule", "Projects", "UI"]}>
  ### Enhancements to Operations and Scheduling

  This release brings several improvements to our operations and scheduling features, enhancing user experience and clarity.

  * Improved calculations for scheduled days, ensuring unique calendar days are used instead of summing per-task days.
  * Project and client names are now clickable in delivery and scheduling tables, providing easier navigation.
  * Added project tasks to capacity calculations for more accurate scheduling.
  * Enhanced conflict detection during block rescheduling, preventing false conflicts.
  * Users can now schedule blocks beyond the current calendar month, allowing for greater flexibility.
  * Unified scheduled days calculation across all pages for consistency.
  * Time tracking pages now display the correct project task titles and clients, improving clarity.

  **Breaking Change:** The scheduling block dialog has shifted from constraining to the block's month to allowing scrolling into future months.
</Update>

<Update label="March 10, 2026" description="v1.12.0" tags={["Projects", "Time Tracking", "Dashboard"]}>
  ### Enhanced Project Management Features

  This release introduces improved project phases and milestone tracking to better support your project workflows.

  * Added project phases with dates, completion tracking, and history.
  * New milestone sidebar with easy click-to-scroll navigation.
  * Enhanced tracking with derived task status badges and aggregated progress indicators.
  * Introduced weekday-based scheduling and single-day hour overrides for tasks.
  * Updated project forms to include phase dates (admin-only).
  * Improved time tracking, now organized under admin group.
  * Fixed issues with the mention combobox and time entry project linkage.

  **Breaking Change:** Time tracking has been moved to the admin group, potentially affecting user access.
</Update>

<Update label="March 9, 2026" description="v1.11.0" tags={["Dashboard", "Time Tracking", "UI"]}>
  ### Improved Leave Management and Schedule Features

  This release enhances the leave management system and improves how schedule conflicts are detected.

  * Users now see their leave summary based on their join date anniversary rather than the calendar year, ensuring accurate leave counts.
  * Leave date columns have been combined into a single Timeline column, simplifying the view for users.
  * CEO work type has been introduced, allowing auto-approved leave submissions and better visibility of their leave alongside direct reports.
  * Scheduling conflicts now consider daily capacity, allowing for more efficient task stacking.
  * Soft-deleted users will no longer appear in the feedback round user list, providing a cleaner selection process.

  **Breaking Change:** Client schedule editing is now restricted to admins and project managers only.
</Update>

<Update label="March 6, 2026" description="v1.10.0" tags={["Projects", "UI"]}>
  ### Enhanced Project Task Management

  This release introduces smoother task creation and improved file downloading.

  * You can now press Shift+Enter while adding tasks to quickly create and immediately clear the input for the next task.
  * Attachments now download correctly using native browser functionality, preserving important file metadata for a smoother experience on macOS.
</Update>

<Update label="March 6, 2026" description="v1.9.0" tags={["Projects", "UI", "Comments"]}>
  ### Enhanced Project Management and Collaboration

  This release introduces new features to streamline client sign-off and enhance comment interactions.

  * Added an interactive client sign-off status for completed project tasks, allowing users to easily change project task statuses to Pending, In Review, or Approved.
  * Enabled comment editing with a new inline editing interface, including a pencil icon, save/cancel options, and updated timestamps for better tracking of comment changes.
  * Fixed the issue with downloading attachments to ensure that files maintain their correct MIME types.

  **Breaking Change:** The sign-off section for non-complete tasks has been hidden in the detail dialog.
</Update>

<Update label="March 5, 2026" description="v1.8.0" tags={["Schedule", "Dashboard", "Time Tracking"]}>
  ### Enhanced Team Scheduling and Dashboard Experience

  This release brings significant improvements to team scheduling and the team member dashboard.

  * Project tasks now count towards team capacity, ensuring accurate scheduling.
  * Team member dashboards now display cards for all members prior to selection, improving visibility.
  * The "Scheduled" column has been re-ordered to appear before "Days Spent" for clarity.
  * The "Scheduled Days" badge has been updated and renamed to "Rolling Day Rate," reflecting variance more intuitively.
  * Time entries related to "Task" or "Help Desk" activity types are now marked as billable, even without a linked record.

  **Breaking Change:** The term "Actual Day Rate" has been changed to "Rolling Day Rate" on project day rates table.
</Update>

<Update label="March 5, 2026" description="v1.7.0" tags={["Time Tracking", "Projects", "Dashboard"]}>
  ### Enhanced Project Day Rate and Time Entry Features

  This release brings significant improvements to how project day rates are calculated and presents better insights for time entries.

  * Improved calculation of project day rates based on project cost, budgeted phases, and actual billed days.
  * All client time entries are now marked as billable, ensuring accurate tracking for all work related to a client.
  * Redesigned retainer day rates table to include detailed metrics like Sold Rate, Monthly Rate, and Actual Rate for better financial transparency.
  * Added tooltips showing scheduled hours on variance badges for clearer understanding of project timelines.

  **Breaking Change:** The retainer day rate calculations now use scheduled hours when available, which may affect reported rates.
</Update>

<Update label="March 5, 2026" description="v1.6.0" tags={["Time Tracking", "Projects", "Notifications"]}>
  ### Enhanced Time Tracking and Notification Previews

  In this update, we've introduced new features and fixes to improve your experience with time entries and notifications.

  * Added the ability to link time entries to specific projects by including a projectId in the time entry schema.
  * Migrated existing time entries from Barkly Dogs, allowing seamless integration with Monday.com.
  * Fixed notifications to display readable text from comment content instead of raw JSON, enhancing clarity in the notifications you receive.

  **Breaking Change:** The addition of projectId may require you to review existing time entries for alignment with this new structure.
</Update>

<Update label="March 5, 2026" description="v1.5.0" tags={["Projects", "Dashboard", "Schedule"]}>
  ### Project Management Enhancements

  This release brings significant improvements to project tracking and scheduling for a more streamlined experience.

  * The project table now features a reordered layout, displaying Days Scheduled before Days Spent.
  * New metrics for Days Spent and Scheduled have been added to the PM dashboard for better visibility.
  * Tooltips have been added to all column headers for clearer information.
  * We fixed issues with counting scheduled days by assignee work type to ensure accurate tracking.
  * Schedule Gaps have been hidden from the PM project dashboard for a cleaner view.

  **Breaking Change:** No breaking changes in this release.
</Update>

<Update label="March 5, 2026" description="v1.4.0" tags={["Dashboard", "Projects", "UI"]}>
  ### Enhanced Project Management Dashboard

  This release introduces significant upgrades to the project management dashboard and improves overall usability.

  * New PM dashboard features project and retainer stat cards for tracking billable health and task management.
  * Added inline task title editing on project detail pages for easier updates.
  * Days scheduled now accurately reflect billable work types on project details.
  * Improved visualization with route-based dashboards and simplified navigation.
  * Implemented leave adjustments system to manage employee time off effectively.
  * Fixed issues with attachment downloads ensuring correct filenames are preserved.
  * Enhanced user experience by filtering project scheduling to billable phases only.

  **Breaking Change:** The dashboard now employs route-based navigation, which may alter how users access certain features.
</Update>

<Update label="March 4, 2026" description="v1.3.0" tags={["Time Tracking", "Projects", "UI"]}>
  ### Enhanced Time Tracking and Project Delivery Features

  This release introduces a redesigned time tracking feature along with new project delivery pace tracking capabilities.

  * Redesigned time tracking interface for an improved user experience.
  * New project delivery pace tracking to help agencies better manage timelines and client expectations.
  * Various bug fixes to enhance overall application stability and performance.

  **Breaking Change:** Users may need to adjust to the new layout and features of the time tracking interface.
</Update>

<Update label="March 3, 2026" description="v1.2.0" tags={["UI", "Time Tracking", "Notifications", "Tasks", "Quotes"]}>
  ### User Experience Enhancements

  This release focuses on improvements to time tracking, notifications, and user interface elements for a smoother experience.

  * Users can now filter notification settings based on their role to see only relevant notifications.
  * A new billable toggle has been added to the time entry edit dialog, enhancing flexibility in time tracking.
  * Clients can see all tasks and subtasks when logging time, allowing for accurate time entries.
  * Notifications for annual leave and tasks have been streamlined to avoid duplicates and improve clarity.
  * Enhanced the look and feel of the annual leave dialogs and improved the overall UI for better usability.
  * Added a confirmation dialog for deleting notifications to prevent accidental deletions.
  * The display of single assignees in quotes has been refined by removing unnecessary visual elements.

  **Breaking Change:** The permission gating on the AI t-shirt size suggestion endpoint has been removed, allowing all users to access this feature without restrictions.
</Update>

<Update label="March 3, 2026" description="v1.1.0" tags={["Tasks", "Schedule", "Dashboard", "Notifications"]}>
  ### New Features and Fixes

  This update brings several exciting features and important fixes to enhance your experience.

  * Drag-and-drop rescheduling for subtasks and help desk tickets directly within the schedule.
  * New Team Member dashboard for admin/manager users to view any team member's activities.
  * PMs and managers can now start/complete subtasks on behalf of others.
  * Improved notification handling, ensuring no silent failures with PM notifications.
  * Updated action menus in the IC dashboard tasks table with direct task actions like Start and Complete.
  * Enhanced visual elements like outline buttons for better visibility in dark mode.
  * Fixed issues such as missing activity types in time entry requests and input handling in various forms.

  **Breaking Change:** The status "awaiting\_csm\_review" has been renamed to "quoted," impacting multiple files across the platform.
</Update>

<Update label="March 2, 2026" description="v0.13.0" tags={["Notifications", "Projects", "UI"]}>
  ### Enhancements in Notifications and Resource Management

  This release introduces significant enhancements to our notification system and the resourcing page functionality.

  * Users will now receive @mention notifications for comments on quotes, help desk tickets, and project tasks, expanding the existing notifications for task comments.
  * The resourcing page has been rebuilt to feature separate capacity cards for projects and retainers, along with an enhanced reallocation feature to lend hours between projects and retainers.
  * A fix allows project managers to easily create projects.

  **Breaking Change:** The overhaul of notification systems may affect existing configurations for user mentions in comments.
</Update>

<Update label="February 23, 2026" description="v0.12.0" tags={["Clients", "Dashboard"]}>
  ### Enhanced Client and User Management

  This release introduces important features for managing user and client lifecycles.

  * Users and clients can now have end dates, allowing for future-dated offboarding.
  * Capacity calculations have been updated to include partially counted contributions from deactivated users and archived clients.
  * Auto-deactivation of users and archiving of clients occurs automatically when their end date is reached.
  * An audit trail is now available for all user updates, including changes related to auto-deactivation.

  **Breaking Change:** The permission model for managing quotes has been altered, affecting accessibility for some user roles.
</Update>

<Update label="February 17, 2026" description="v0.11.0" tags={["Performance", "Security"]}>
  ### Enhanced Error Monitoring and Automated Investigation

  This release introduces improved error monitoring and an automated investigation pipeline to enhance the reliability of the CharleOS platform.

  * Added Sentry error monitoring across all API routes, services, and components for better error tracking.
  * Implemented an automatic investigation pipeline that opens pull requests for production errors, streamlining the resolution process.
  * Enhanced user context capturing in frontend errors to improve support inquiries.

  **Breaking Change:** Due to the addition of Sentry error monitoring, some error handling mechanisms may have changed and require adjustment in existing code implementations.
</Update>

<Update label="February 2, 2026" description="v0.10.0" tags={["API", "Dashboard", "Clients"]}>
  ### API Route Update

  In this release, we've improved our API structure for better clarity and usability.

  * All API routes previously located at `/api/admin/` have been renamed to `/api/internal/`, reflecting that these endpoints serve all internal team members.

  **Breaking Change:** All `/api/admin/*` endpoints have been changed to `/api/internal/*`. Please update your implementations accordingly.
</Update>

<Update label="February 2, 2026" description="v0.9.0" tags={["Performance", "UI", "Schedule", "Time Tracking"]}>
  ### Major Updates and Improvements

  This release brings significant feature enhancements, UI/UX fixes, and scheduling improvements to enhance user experience.

  * Improved scheduling functionality with a block overlap warning to prevent scheduling conflicts.
  * Added performance tracking for Shopify, with a new Performance tab to view sales metrics.
  * Enhanced task management with visible "Log Time" action for in-progress subtasks.
  * Updated UI elements for better visibility and interaction consistency throughout the application.
  * Introduced a new monthly hours column in the clients list for better visibility of client engagement.

  **Breaking Change:** Major UI/UX changes may require users to adjust to the new layouts and features.
</Update>

<Update label="January 23, 2026" description="v0.8.0" tags={["UI", "Performance", "Documentation"]}>
  ### Enhanced Task Detail Pages and Mintlify Documentation

  This update includes major improvements to the task detail pages and introduces comprehensive documentation via Mintlify.

  * Redesigned task detail page with a new tabbed layout for improved navigation.
  * Performance optimizations for faster load times and reduced bundle size.
  * New Mintlify documentation site featuring user guides, concepts, developer resources, and AI-powered changelog generation.
  * Added client metrics and stats to the sidebar for better insights.
  * Reworked task completion dialogs for a more intuitive user experience.

  **Breaking Change:** The RAG reporting feature now derives ownership from the client's assigned CSM, requiring updates to related data handling.
</Update>

<Update label="January 22, 2026" description="v0.7.0" tags={["Integration", "Slack"]}>
  ### Slack Integration

  Merged Slack integration with improvements for team communication.

  * Connect CharleOS with your Slack workspace
  * Receive notifications in Slack channels
  * Use `/alan` command to query CharleOS from Slack

  **Breaking Change:** This release includes changes to the Slack integration configuration.
</Update>

<Update label="January 21, 2026" description="v0.6.0" tags={["AI", "Alan", "Tasks"]}>
  ### Alan AI Assistant & Task Lifecycle

  Introduced Alan, the AI assistant for CharleOS, along with task lifecycle improvements.

  **Alan AI Assistant:**

  * Natural language queries for tasks, quotes, and schedules
  * Scheduling recommendations based on team availability
  * Scope generation assistance for quotes

  **Task Lifecycle:**

  * New "Planned" phase for scheduled but not started work
  * Schedule planner for better capacity management

  **Breaking Change:** AI assistant requires new configuration.
</Update>

<Update label="January 20, 2026" description="v0.5.0" tags={["Schedule", "Editor"]}>
  ### Unified Timeline & Editor Overhaul

  Major improvements to the schedule timeline and rich text editing.

  * Unified timeline view across schedule pages
  * Task creation wizard improvements
  * Plate.js editor overhaul for better content editing

  **Breaking Change:** Timeline component API changes.
</Update>

<Update label="January 19, 2026" description="v0.4.0" tags={["Schedule", "Client Portal"]}>
  ### Schedule & Client Portal Enhancements

  Improvements to scheduling and client portal functionality.

  * Enhanced schedule views and interactions
  * Client portal improvements for better client experience

  **Breaking Change:** Schedule API changes.
</Update>

<Update label="January 18, 2026" description="v0.3.0" tags={["Tasks"]}>
  ### Task Management UI Improvements

  Improved task management interface and phase status handling.

  * Better task completion workflow
  * Phase status now uses explicit status field
  * UI improvements for task management

  **Breaking Change:** Task completion now uses null phase with complete status.
</Update>

<Update label="January 15, 2026" description="v0.2.3" tags={["Quotes"]}>
  ### Multi-Step Quote Wizard

  New multi-step wizard for creating quotes with a guided experience.

  * Step-by-step quote creation process
  * Improved requirement block management
  * Better estimate calculations
</Update>

<Update label="January 12, 2026" description="v0.2.0" tags={["Dashboard", "Schedule", "Notifications"]}>
  ### Major Platform Update

  Comprehensive update with dashboards, scheduling, and many new features.

  **Dashboards:**

  * Role-based dashboards for different team roles
  * Performance metrics and KPIs
  * Team efficiency tracking

  **Schedule:**

  * Kanban view with drag-and-drop
  * Bank holidays support
  * Conflict detection and handling

  **Other Features:**

  * Notification system with account settings
  * Global search command palette
  * RAG reporting system
  * Projects module with budgets
  * Help desk with ticket types

  **Breaking Change:** User model no longer has 'role' field.
</Update>