v16.6.0

🌟 Highlights

• Share a chat with colleagues on your site. They can read it but not change it.
• Ask for an export of any size. Big ones run in the background and arrive in the chat as an Excel or CSV file.
• Ask Jarvis to do things later, like "remind me on Monday at 9" or "check these comments next week".
• Download any chat as a PDF or an editable text file.

⚠️ Action needed

• If you run your own server, add a second background process for long jobs, so big exports never slow down chat.

✨ New

• Jarvis can read a record's comments, the same ones you see on the form.
• When an answer gets cut short, Jarvis can export the full result as a file.
• Dashboards have a Refresh button that keeps your filters and unsaved changes.

⚡ Improvements

• Long chats open much faster, and older messages load as you scroll up.
• Copied replies paste into email, Docs and Sheets with their headings, lists and tables intact.
• Jarvis tells you when a list has more records than it showed, and payroll answers check every expected employee.
• Very large documents, such as an invoice with hundreds of items, are read in parts instead of failing.
• On the phone app, financial answers show which company, dates and currency they used.
• File Box attaches the dropped file to the draft it creates, and big batches no longer hold up your questions.
• Answers about how ERPNext works match the version your site runs.
• Tamil and Hindi questions find the right wiki page.
• Also: smoother loading in Settings, full keyboard support for confirmations, and one chat pause instead of two when you save AI settings.

🐛 Fixes

• Stop cancels a reply that has not started yet, and a late Stop leaves the next reply alone.
• Your edits to a draft are kept when you press Create.
• Record cards show every field on each line, not only the visible columns.
• Every chat that is still working stays in the sidebar after you move around or reload.
• Two chats can no longer overwrite each other's saved memories.
• Jarvis no longer stalls on a question it could not show you.
• Sites with a public IP address and no domain name can finish setup.
• Jarvis stays online when an AI settings change fails, and is no longer restarted while it starts up.
• Plus smaller fixes to opening shared links, typing in Tamil and Hindi on the phone, copying the sign-in link, sending feedback, finding skills, the list of reports used under an answer, exports on older sites and AI rules during bulk imports.

👤 For admins

• Review every skill on your site from a new Admin tab on the Skills page: hold, release, delete or hand one over.
• Skill reviewers can edit shared role and company skills they do not own, and owners are told.
• Everyone's macros now sit in an Admin tab on the Macros page instead of Settings.
• Turn chat sharing off, or take back any share, in Settings > Administration > Shared chats.
• Hide the Jarvis button from people without access, with a new option in Settings > Account.
• An admin's assistant can no longer read other users' private skills.

---

Full Changelog: v16.5.1...v16.6.0

v15.6.0

🌟 Highlights

• Share a chat with colleagues on your site. They can read it but not change it.
• Ask for an export of any size. Big ones run in the background and arrive in the chat as an Excel or CSV file.
• Ask Jarvis to do things later, like "remind me on Monday at 9" or "check these comments next week".
• Download any chat as a PDF or an editable text file.

⚠️ Action needed

• If you run your own server, add a second background process for long jobs, so big exports never slow down chat.

✨ New

• Jarvis can read a record's comments, the same ones you see on the form.
• When an answer gets cut short, Jarvis can export the full result as a file.
• Dashboards have a Refresh button that keeps your filters and unsaved changes.

⚡ Improvements

• Long chats open much faster, and older messages load as you scroll up.
• Copied replies paste into email, Docs and Sheets with their headings, lists and tables intact.
• Jarvis tells you when a list has more records than it showed, and payroll answers check every expected employee.
• Very large documents, such as an invoice with hundreds of items, are read in parts instead of failing.
• On the phone app, financial answers show which company, dates and currency they used.
• File Box attaches the dropped file to the draft it creates, and big batches no longer hold up your questions.
• Answers about how ERPNext works match the version your site runs.
• Tamil and Hindi questions find the right wiki page.
• Also: smoother loading in Settings, full keyboard support for confirmations, and one chat pause instead of two when you save AI settings.

🐛 Fixes

• Stop cancels a reply that has not started yet, and a late Stop leaves the next reply alone.
• Your edits to a draft are kept when you press Create.
• Record cards show every field on each line, not only the visible columns.
• Every chat that is still working stays in the sidebar after you move around or reload.
• Two chats can no longer overwrite each other's saved memories.
• Jarvis no longer stalls on a question it could not show you.
• Sites with a public IP address and no domain name can finish setup.
• Jarvis stays online when an AI settings change fails, and is no longer restarted while it starts up.
• Plus smaller fixes to opening shared links, typing in Tamil and Hindi on the phone, copying the sign-in link, sending feedback, finding skills, the list of reports used under an answer, exports on older sites and AI rules during bulk imports.

👤 For admins

• Review every skill on your site from a new Admin tab on the Skills page: hold, release, delete or hand one over.
• Skill reviewers can edit shared role and company skills they do not own, and owners are told.
• Everyone's macros now sit in an Admin tab on the Macros page instead of Settings.
• Turn chat sharing off, or take back any share, in Settings > Administration > Shared chats.
• Hide the Jarvis button from people without access, with a new option in Settings > Account.
• An admin's assistant can no longer read other users' private skills.

---

Full Changelog: v15.5.1...v15.6.0

v16.5.1

🐛 Fixes

• The warning in chat that Jarvis is short on background workers no longer appears when everything is running normally. It now shows only when there is a real shortage.

🔒 Security

• Security hardening: we tightened how Jarvis reads its own configuration files and how automated triggers look up records on a user's behalf. This clears every open finding from the Frappe Cloud Marketplace security audit. Nothing changes in how you use Jarvis.

Full Changelog: v16.5.0...v16.5.1

v15.5.1

What's Changed

• fix(chat): count live workers by heartbeat, not registry length (#1221) (backport #1870) by @mergify[bot] in #1900
• fix(runtime): drop the unused agent_workspace_seeds directory (#634) (backport #1871) by @mergify[bot] in #1902
• fix(security): read and write files with pathlib in gen_bundled_catalog (v15) by @Navin-S-R in #1917
• fix(security): clear the Minor audit findings and fail the gate on them (backport #1915) by @mergify[bot] in #1918
• chore: bump version to 15.5.1 by @Navin-S-R in #1925
• v15.5.1 by @Navin-S-R in #1923

Full Changelog: v15.5.0...v15.5.1

v16.5.0

✨ New

• Auto mode: start a new chat in auto mode and Jarvis applies creates, updates and submits directly, with a receipt and no confirmation card. Deletes and cancels still ask. Off by default.
• Next step button: after Jarvis creates a draft, its receipt offers the next step, such as Submit or your next workflow action.
• Drafts on the Approval Board: the board now lists the create and update cards still waiting in your chats, so you can find and finish them.
• Custom fields from chat: ask Jarvis to add a custom field or change its label, and confirm on a card that shows exactly what will change.
• Workflows from chat: ask Jarvis to create or update a workflow, and review every state and transition on the card before you confirm.
• Macros screen for admins: under Settings, Administration, an admin can see every user's macros, stop a run, hold, release or delete a macro, and hand it to another user.
• Arm your own macro: a macro's owner can now arm it from the macro form, with no admin needed.
• Bank reconciliation review agent: it proposes matches between your bank lines and vouchers for you to review, and posts nothing itself.
• Payables, receivables and vendor ledger review agents: review-only agents that check your records and raise what needs a human look.
• GSTR-1 summaries: Jarvis can compare your filed GSTR-1 with your books and flag the differences.
• Highlighting in Excel exports: ask for cells or rows to be highlighted by a rule, and the file carries real Excel highlighting.
• Editable PDF templates: use "Duplicate to edit" on a built-in template to make your own version of it.
• Smarter AI triggers: an AI trigger can now look up related records, read-only, before it acts.
• File Box questions in the file's chat: a file's open questions now show in its own chat too, and you can answer them there.
• Expired sign-in alerts: Jarvis tells you when a chat subscription sign-in has expired and lets you sign in again from Settings.

⚡ Improvements

• On-time schedules: scheduled macros and agents now start within five minutes of their set time, not up to an hour later.
• Faster finish: a finished reply is marked done at once, and file exports no longer hang for over a minute.
• Steadier chat screen: the first reply shows "Preparing your session", and nothing jumps or changes after an answer lands.
• Clearer confirmation cards: sensitive changes are shown in full, with one plain warning line.
• Helpful failures on Confirm: a failed Confirm now says what went wrong, names any missing required field and opens the edit panel on it.
• Better draft cards: fields use their proper controls, amounts and taxes are shown, and link searches follow the form's own filters.
• Reused background reports: Jarvis picks up a heavy report that already ran in the background, so it does not run again.
• Safer workflows: a workflow made from chat does not let people approve their own records unless you ask for that.
• Skill changes always ask: any change to a skill or a learned skill needs your confirmation, in every mode.
• Company skills update at once: an edit is live at the next use, and a skill that is switched off stops immediately.
• Concurrent chats follow your plan: the number of chats that can run at the same time now comes from your plan.
• Trustworthy macro runs: a run keeps the steps it started with, "completed" means the work was done, and the owner is told when a run fails.
• Stuck macro runs end quickly: a run that lost its way now ends or carries on within about seven minutes, not three hours.
• Safer AI model changes: changing the first model waits for replies in progress, and a failed change says so with a Retry now button.
• Better dashboards: charts use the dashboard theme's colours by default, and link buttons inside a dashboard now open.
• Excel previews show charts: charts in an Excel file appear in the file preview, and dates read as plain dates.
• Clear empty-reply message: when the AI model returns nothing, the chat says so and lets you retry safely.
• Readable agent findings: audit and receivables findings show clear titles, explanations and clickable record links.
• Instant branding: a new logo or name shows at once in the app, with no reload.
• Multiple file picks: the file picker now accepts several files on record attachments and in the mobile File Box.
• Session expired message: the app tells you to sign in again and no longer shows a raw permission error.

🐛 Fixes

• No duplicate sends: a message whose delivery was unclear is no longer sent a second time.
• Failed sends keep your message: on mobile and desktop, your text and attachments are kept so you can retry or edit.
• Endless spinner: a chat no longer keeps spinning after the reply has arrived.
• One receipt per card: confirming a card now shows a single receipt, not two.
• Approved skill runs: a run no longer ends because you took a while to answer a card, and Halt always ends it.
• Sideways photos: photos taken on a phone are turned upright before Jarvis reads them.
• ChatGPT sign-in: a sign-in that takes a few minutes no longer fails with "Your sign-in session was lost".
• Claude model switch: switching Claude models inside a chat no longer fails the next message.
• Model picker: a chat's first message now runs on the model you picked.
• Macro summaries: renaming or rescheduling a macro no longer wipes its summary, and "Summarizing..." no longer gets stuck.
• Macro schedules: saving a macro no longer drops a run that was due, and a midnight schedule stays at midnight.
• Stopping a macro: Stop, delete and archive now really stop the run, including the step that had not started.
• Macro steps: a step is sent once, never twice.
• Leavers' macros: when someone leaves, their scheduled macros are switched off and admins are told, with no daily failed runs.
• Monthly budgets: deleting a macro or uninstalling an agent no longer resets its monthly run budget.
• Delete all chat history: a chat still waiting for a reply is kept, and you are told how many were kept.
• File Box duplicates: uploading a file again while the first copy is being worked on is held as a duplicate.
• Shift lookups: asking for an employee's shift now answers correctly, including night shifts.

🔒 Security

• Hidden fields stay hidden: field-level permissions apply everywhere Jarvis reads data, including queries, lists and exports.
• Private chats stay private: admins can no longer read other users' chats.
• Deletes and cancels always ask first, even in auto mode, armed macros and skill runs.
• Roles and permissions are never changed without a card, including a single role on a user.

Full Changelog: v16.4.0...v16.5.0

v15.5.0

✨ New

• Auto mode: start a new chat in auto mode and Jarvis applies creates, updates and submits directly, with a receipt and no confirmation card. Deletes and cancels still ask. Off by default.
• Next step button: after Jarvis creates a draft, its receipt offers the next step, such as Submit or your next workflow action.
• Drafts on the Approval Board: the board now lists the create and update cards still waiting in your chats, so you can find and finish them.
• Custom fields from chat: ask Jarvis to add a custom field or change its label, and confirm on a card that shows exactly what will change.
• Workflows from chat: ask Jarvis to create or update a workflow, and review every state and transition on the card before you confirm.
• Macros screen for admins: under Settings, Administration, an admin can see every user's macros, stop a run, hold, release or delete a macro, and hand it to another user.
• Arm your own macro: a macro's owner can now arm it from the macro form, with no admin needed.
• Bank reconciliation review agent: it proposes matches between your bank lines and vouchers for you to review, and posts nothing itself.
• Payables, receivables and vendor ledger review agents: review-only agents that check your records and raise what needs a human look.
• GSTR-1 summaries: Jarvis can compare your filed GSTR-1 with your books and flag the differences.
• Highlighting in Excel exports: ask for cells or rows to be highlighted by a rule, and the file carries real Excel highlighting.
• Editable PDF templates: use "Duplicate to edit" on a built-in template to make your own version of it.
• Smarter AI triggers: an AI trigger can now look up related records, read-only, before it acts.
• File Box questions in the file's chat: a file's open questions now show in its own chat too, and you can answer them there.
• Expired sign-in alerts: Jarvis tells you when a chat subscription sign-in has expired and lets you sign in again from Settings.

⚡ Improvements

• On-time schedules: scheduled macros and agents now start within five minutes of their set time, not up to an hour later.
• Faster finish: a finished reply is marked done at once, and file exports no longer hang for over a minute.
• Steadier chat screen: the first reply shows "Preparing your session", and nothing jumps or changes after an answer lands.
• Clearer confirmation cards: sensitive changes are shown in full, with one plain warning line.
• Helpful failures on Confirm: a failed Confirm now says what went wrong, names any missing required field and opens the edit panel on it.
• Better draft cards: fields use their proper controls, amounts and taxes are shown, and link searches follow the form's own filters.
• Reused background reports: Jarvis picks up a heavy report that already ran in the background, so it does not run again.
• Safer workflows: a workflow made from chat does not let people approve their own records unless you ask for that.
• Skill changes always ask: any change to a skill or a learned skill needs your confirmation, in every mode.
• Company skills update at once: an edit is live at the next use, and a skill that is switched off stops immediately.
• Concurrent chats follow your plan: the number of chats that can run at the same time now comes from your plan.
• Trustworthy macro runs: a run keeps the steps it started with, "completed" means the work was done, and the owner is told when a run fails.
• Stuck macro runs end quickly: a run that lost its way now ends or carries on within about seven minutes, not three hours.
• Safer AI model changes: changing the first model waits for replies in progress, and a failed change says so with a Retry now button.
• Better dashboards: charts use the dashboard theme's colours by default, and link buttons inside a dashboard now open.
• Excel previews show charts: charts in an Excel file appear in the file preview, and dates read as plain dates.
• Clear empty-reply message: when the AI model returns nothing, the chat says so and lets you retry safely.
• Readable agent findings: audit and receivables findings show clear titles, explanations and clickable record links.
• Instant branding: a new logo or name shows at once in the app, with no reload.
• Multiple file picks: the file picker now accepts several files on record attachments and in the mobile File Box.
• Session expired message: the app tells you to sign in again and no longer shows a raw permission error.

🐛 Fixes

• No duplicate sends: a message whose delivery was unclear is no longer sent a second time.
• Failed sends keep your message: on mobile and desktop, your text and attachments are kept so you can retry or edit.
• Endless spinner: a chat no longer keeps spinning after the reply has arrived.
• One receipt per card: confirming a card now shows a single receipt, not two.
• Approved skill runs: a run no longer ends because you took a while to answer a card, and Halt always ends it.
• Sideways photos: photos taken on a phone are turned upright before Jarvis reads them.
• ChatGPT sign-in: a sign-in that takes a few minutes no longer fails with "Your sign-in session was lost".
• Claude model switch: switching Claude models inside a chat no longer fails the next message.
• Model picker: a chat's first message now runs on the model you picked.
• Macro summaries: renaming or rescheduling a macro no longer wipes its summary, and "Summarizing..." no longer gets stuck.
• Macro schedules: saving a macro no longer drops a run that was due, and a midnight schedule stays at midnight.
• Stopping a macro: Stop, delete and archive now really stop the run, including the step that had not started.
• Macro steps: a step is sent once, never twice.
• Leavers' macros: when someone leaves, their scheduled macros are switched off and admins are told, with no daily failed runs.
• Monthly budgets: deleting a macro or uninstalling an agent no longer resets its monthly run budget.
• Delete all chat history: a chat still waiting for a reply is kept, and you are told how many were kept.
• File Box duplicates: uploading a file again while the first copy is being worked on is held as a duplicate.
• Shift lookups: asking for an employee's shift now answers correctly, including night shifts.

🔒 Security

• Hidden fields stay hidden: field-level permissions apply everywhere Jarvis reads data, including queries, lists and exports.
• Private chats stay private: admins can no longer read other users' chats.
• Deletes and cancels always ask first, even in auto mode, armed macros and skill runs.
• Roles and permissions are never changed without a card, including a single role on a user.

Full Changelog: v15.4.0...v15.5.0

v16.4.0

✨ New

• You can now connect your Claude Pro or Max plan in Settings, just like ChatGPT.
• Dashboards now have filters. Pick a value and the whole dashboard updates.
• Excel files from Jarvis can now have charts.
• PDF reports from Jarvis can now have charts.
• The new chat screen shows "What can I ask Jarvis?" with examples of what Jarvis can do.
• The mobile app now shows ready-made questions to start a chat. Tap one to use it.
• Jarvis now remembers things for each person separately. What it remembers for you stays private to you.
• Admins can now see a list of every change Jarvis made in your ERP.
• Jarvis can now run your own Server Script APIs. Admins can block any of them in Jarvis Settings.
• If a payment is overdue, you can now pay it right away from the Billing page.

🚀 Faster and lighter

• Jarvis now shows what it is checking while it works, so you are never left waiting in silence.
• Big dashboards now download as PDF without timing out.

⚡ Improvements

• Approval cards no longer go missing when you reload the page or close the chat.
• The chat looks cleaner. If an approval card is missing, just type "show it".
• Changing AI models no longer stops a reply halfway. Chat shows a short message and comes back soon after.
• Answers about payables and receivables now show the company, date and currency they are for.
• Excel files now look neat: proper column widths, real dates, clear numbers and a fixed header row.
• Dashboard PDFs now have a clean border around each page.
• File Box now follows your own skill for that type of file, and uses your wiki notes.
• Skill reviewers now see a badge when something is waiting for them.
• Jarvis now understands Frappe CRM for sales users.
• If some AI models can't be used together, Settings now tells you why and what to change.
• Support pages now have a theme button and an Open Desk button at the top.

🐛 Fixes

• Pictures, videos and music made by Jarvis now show in the chat.
• Emails from Jarvis now include the files you asked it to attach.
• If email is not set up, Jarvis now tells you clearly.
• Clicking Retry no longer runs the same request many times.
• Messages sent while a chat is loading now go to the right chat.
• Document type names in replies no longer open the wrong page.
• New DeepSeek connections now work without errors.
• AI triggers now work without needing speech-to-text.
• The Send button in dashboard chat no longer goes off the screen.
• Excel files no longer miss rows or sheets.
• File Box approvals now show on the Approval Board, and file status updates correctly.
• File Box no longer stops halfway when a new record is needed. It asks you to approve it.
• Ctrl or Cmd + S now saves your skill.
• Agents that read invoice or order lines can now be installed by users with limited access.

v15.4.0

✨ New

• You can now connect your Claude Pro or Max plan in Settings, just like ChatGPT.
• Dashboards now have filters. Pick a value and the whole dashboard updates.
• Excel files from Jarvis can now have charts.
• PDF reports from Jarvis can now have charts.
• The new chat screen shows "What can I ask Jarvis?" with examples of what Jarvis can do.
• The mobile app now shows ready-made questions to start a chat. Tap one to use it.
• Jarvis now remembers things for each person separately. What it remembers for you stays private to you.
• Admins can now see a list of every change Jarvis made in your ERP.
• Jarvis can now run your own Server Script APIs. Admins can block any of them in Jarvis Settings.
• If a payment is overdue, you can now pay it right away from the Billing page.

🚀 Faster and lighter

• Jarvis now shows what it is checking while it works, so you are never left waiting in silence.
• Big dashboards now download as PDF without timing out.

⚡ Improvements

• Approval cards no longer go missing when you reload the page or close the chat.
• The chat looks cleaner. If an approval card is missing, just type "show it".
• Changing AI models no longer stops a reply halfway. Chat shows a short message and comes back soon after.
• Answers about payables and receivables now show the company, date and currency they are for.
• Excel files now look neat: proper column widths, real dates, clear numbers and a fixed header row.
• Dashboard PDFs now have a clean border around each page.
• File Box now follows your own skill for that type of file, and uses your wiki notes.
• Skill reviewers now see a badge when something is waiting for them.
• Jarvis now understands Frappe CRM for sales users.
• If some AI models can't be used together, Settings now tells you why and what to change.
• Support pages now have a theme button and an Open Desk button at the top.

🐛 Fixes

• Pictures, videos and music made by Jarvis now show in the chat.
• Emails from Jarvis now include the files you asked it to attach.
• If email is not set up, Jarvis now tells you clearly.
• Clicking Retry no longer runs the same request many times.
• Messages sent while a chat is loading now go to the right chat.
• Document type names in replies no longer open the wrong page.
• New DeepSeek connections now work without errors.
• AI triggers now work without needing speech-to-text.
• The Send button in dashboard chat no longer goes off the screen.
• Excel files no longer miss rows or sheets.
• File Box approvals now show on the Approval Board, and file status updates correctly.
• File Box no longer stops halfway when a new record is needed. It asks you to approve it.
• Ctrl or Cmd + S now saves your skill.
• Agents that read invoice or order lines can now be installed by users with limited access.

v16.3.0

✨ New

• Style your PDF exports. Choose from ready made design presets, use custom templates with their own fonts, show a per company footer, and pick the output format for each document, all from Settings.
• Ask Jarvis what you can do. Jarvis now answers "what permissions do I have?" and "can I do this to this record?" right away, listing your roles and any record level restrictions, and only ever for your own access.
• Fill company details from your GSTIN at setup. On the details step, a "Fetch details" button prefills your legal and trade name, registered address, and state from your GSTIN, with a one tap Undo. Shown only where GST autofill is available for your site.

⚡ Improvements

• Clearer audit status. When an audit runs fine but cannot check everything because some data is not synced yet, for example your GST returns, it now reads "completed with a warning" instead of "partial", and still shows exactly what it could not cover.
• Audit thresholds you set now apply. Values like ageing days can be set from simple number fields in an audit's settings and carry through to every run.
• The closing auditor catches more. It now flags unposted vouchers before you close and links each finding to the exact record behind it.
• Support attachments preview in place. Attachments on a support ticket now open in a preview inside the app instead of downloading.
• Faster plan answer. Asking Jarvis "what is my plan?" now replies quickly with your live subscription status.
• Smarter chat titles. New chats are named after their topic rather than your opening hello.
• A quieter update pill. The version pill stays out of the way when you are up to date and only appears when an update is available.

🐛 Fixes

• Cancel copy to a ticket without losing your place. Dismissing the "copy this to a ticket" prompt no longer navigates you away.

Full Changelog: v16.2.1...v16.3.0

v15.3.0

✨ New

• Style your PDF exports. Choose from ready made design presets, use custom templates with their own fonts, show a per company footer, and pick the output format for each document, all from Settings.
• Ask Jarvis what you can do. Jarvis now answers "what permissions do I have?" and "can I do this to this record?" right away, listing your roles and any record level restrictions, and only ever for your own access.
• Fill company details from your GSTIN at setup. On the details step, a "Fetch details" button prefills your legal and trade name, registered address, and state from your GSTIN, with a one tap Undo. Shown only where GST autofill is available for your site.

⚡ Improvements

• Clearer audit status. When an audit runs fine but cannot check everything because some data is not synced yet, for example your GST returns, it now reads "completed with a warning" instead of "partial", and still shows exactly what it could not cover.
• Audit thresholds you set now apply. Values like ageing days can be set from simple number fields in an audit's settings and carry through to every run.
• The closing auditor catches more. It now flags unposted vouchers before you close and links each finding to the exact record behind it.
• Support attachments preview in place. Attachments on a support ticket now open in a preview inside the app instead of downloading.
• Faster plan answer. Asking Jarvis "what is my plan?" now replies quickly with your live subscription status.
• Smarter chat titles. New chats are named after their topic rather than your opening hello.
• A quieter update pill. The version pill stays out of the way when you are up to date and only appears when an update is available.

🐛 Fixes

• Cancel copy to a ticket without losing your place. Dismissing the "copy this to a ticket" prompt no longer navigates you away.

Full Changelog: v15.2.1...v15.3.0