What's New
Contracts & Proposals (New Module)
- Full contracts module with CRUD, templates, and e-signatures
- Client signing flow with PDF generation
- Contract templates for reusable proposals
- Audit trail for contract activity
Enhanced Invoicing
- Hourly and fixed invoice types
- Import tracked time directly into invoices
- Payment proof upload and status workflows
- Line items with proper tax calculation
Projects Overhaul
- Complete GigBase-parity project detail page
- Tasks, milestones, deliverables with revision flow
- Kanban board at project level with drag-and-drop
- Time tracking tab, files tab, links and embeds
- Client approve/revision flow for deliverables
- Video preview and markup overlay for deliverables
Demo Mode (Production-Ready)
- One-click demo login - no signup required
- Full mock data system for all 9 modules
- Works across all pages: Dashboard, Leads, Projects, Invoices, Contracts, Meetings, Messages, Time Tracker, Settings
- Client demo mode with portal preview
- Spreadsheet demo data with pre-loaded sheets
Client Portal
- Client CRM with invite/accept flow and route guards
- Dashboard widgets: My Projects, Invoices, Contracts, Meetings, Messages
- Portal settings with welcome cards and onboarding checklists
- Client-side messaging with workspace contacts
Spreadsheets (UniverJS)
- Embedded spreadsheet tab in leads module using Univer.ai
- CSV import/export with data validation
- Analytics panel with curated chart cards
- Multiple spreadsheets per workspace
Meetings & Calendar
- Full meeting scheduling system with types and booking pages
- Public /schedule/[slug] booking URLs
- Google Meet creation and calendar sync
- Booking questions, conflict detection, confirmation redirects
- Calendar view with month/week/day layouts
Messages & Notifications
- Team messaging with real-time conversations
- Read receipts and reply threading
- Voice notes with recording and waveform visualization
- In-app notification center with bell icon
- Private conversations and group chats
- Read receipts workspaceId filter and sidebar badges
Analytics & Reporting
- Card-driven analytics dashboard with add/remove/reorder
- KPI cards, time-series charts, pipeline/revenue/source distributions
- Conversion funnel, industry breakdown
- Custom field charts
- PDF export
Spyglass-Level Security & Performance
- Full OWASP Top 10 audit with all CRITICAL/HIGH/MEDIUM fixes applied
- Rate limiting on public endpoints (meeting booking, email tracking)
- CSRF protection on API routes
- Firebase ID token verification on all API routes
- Role-based access control with 4 tiers (Owner/Admin/Member/Viewer)
- Server-only guards on Admin SDK files
- Firestore rules tightened with workspace isolation
- Sentry error monitoring with source maps
- Microsoft Clarity analytics
- Lazy-loaded Admin SDK (fixes CI/Vercel build)
- Bundle optimization and render performance improvements
Firebase Infrastructure
- Admin SDK integration for server-side operations
- Comprehensive Firestore indexes for all query patterns
- Automated Firestore deploy via GitHub Actions
- Composite indexes for complex queries
SEO & Public Presence (Fortune 500 Launch)
- 14 SEO landing pages: 6 feature pages, 4 comparisons, 2 docs, blog
- Structured data on all pages (SoftwareApplication, Organization, FAQPage, Article, BreadcrumbList)
- OG/Twitter tags with proper images
- Canonical URLs, sitemap (18 URLs), robots.txt
- 3 published blog posts with Article schema
- Fortune 500-grade OG image (no emojis, no buzzwords)
- Title templates and keyword-optimized metadata
- Google Analytics 4 integration
Developer Experience
- ESLint flat config migration (Next.js 16 compatible)
- Vitest testing setup with sample tests
- TypeScript 5.8 strict mode throughout
- Comprehensive .env.example with documentation
- CI pipeline: lint, typecheck, build all passing
- Fortune 500-grade README with 16 demo screenshots
Upgrades
- Next.js 16.2.7 (security patch)
- React 19
- Tailwind CSS 4
- TypeScript 5.8
- Zustand 5, TanStack Query 5, TanStack Table 8
- Recharts 2, @dnd-kit, React Hook Form 7 + Zod 3
Contributors
dnd-kit