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v1.13.0 — Client preview & portal redesign

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@edgarjc edgarjc released this 28 Oct 19:52
· 4 commits to main since this release
241e094

Added

  • Preview as client — Owners and admins can view any project the way a client sees it, even before a client is assigned. Preview is read-only: the API refuses writes while it's active.

Changed

  • Client portal project page redesigned — A milestone progress track, a "Needs your review" banner for deliverables awaiting approval, a project feed paired with a quick-reply composer, and a sticky sidebar with open invoices, recent files and your project lead.
  • Dashboard overview — KPI cards (active projects, waiting on clients, completed, outstanding), a "Needs your attention" feed for pending reviews and overdue invoices, and a live client activity stream.
  • Agency project page — Status pipeline, breadcrumbs, sidebar cards for clients, timeline, billing and details, and an inline update composer with an AI weekly summary draft.
  • Settings streamlined — Logo, color and custom domain now live in one Branding tab with a live portal preview. Settings are General, Branding, Team, Billing & Payments and Integrations; your personal profile moved to the sidebar footer.