Release Notes

Version 2.11.0 (POS Track & Blog Fixes)

🚀 Major Features & Fixes

• POS-Only Signup Track: Separated Retail POS and standard trial tracks on the pricing page for a cleaner onboarding experience.
• PROEM Proposal Pipeline: Added new bilingual POS demo video pipeline and automated PROEM proposal generator.
• Build Stabilization: Fixed severe SQLite database locking timeout issues during Next.js parallel SSR data fetching for the Blog CMS.

Version 2.10.0 (Enterprise Procurement & Comms Update)

🚀 Major Features

• Pricing Schemes UI: Launched the Visual Builder for multi-tiered pricing, wholesale discounts, and BOGO schemes directly on the dashboard.
• Travel Requisitions: Added a complete pre-approval workflow for business trips, directly integrating with the Expense Claims ledger.
• WhatsApp Business API: Integrated Meta Embedded Signup. Clients can now link their own WhatsApp numbers via OAuth to send automated invoice notifications with read-receipt tracking!
• Cloudflare R2 Attachments: Goods Receipt Notes (GRN) and Stock Reconciliation now support uploading photo evidence of damaged inventory via a high-performance Cloudflare R2 integration.
• FEFO Auto-Allocation: The core Invoice engine now automatically deducts inventory using First-Expired, First-Out (FEFO) logic to minimize waste.

Version 2.9.2 (Schema Sync & UI Fix)

🚀 Enhancements

• Schema Restoration: Fully synchronized the staging database with the application ORM. Re-introduced Advanced Inventory, Serial Numbers, Stock Transfers, and Expense Claims models.
• UI Integrity: Fixed a CSS variable optical illusion on the Analytics Dashboard that caused text to be unreadable in Dark Mode.
• API Documentation: Updated `API.md` with accurate endpoints for Serial Numbers, Stock Takes, and User Row-Level Security definitions.
• AI Models: Synced `relaso-gemma-3-270m` and `relaso-qwen3-0.6b` local AI models to the production staging environment to fix 404 Not Found errors during invoice completions.

Version 2.9.2 (Schema Sync & UI Fix)

🚀 Enhancements

• Schema Restoration: Fully synchronized the staging database with the application ORM. Re-introduced Advanced Inventory, Serial Numbers, Stock Transfers, and Expense Claims models.
• UI Integrity: Fixed a CSS variable optical illusion on the Analytics Dashboard that caused text to be unreadable in Dark Mode.
• API Documentation: Updated `API.md` with accurate endpoints for Serial Numbers, Stock Takes, and User Row-Level Security definitions.
• AI Models: Synced `relaso-gemma-3-270m` and `relaso-qwen3-0.6b` local AI models to the production staging environment to fix 404 Not Found errors during invoice completions.

Version 2.9.2 (Schema Sync & UI Fix)

🚀 Enhancements

• Schema Restoration: Fully synchronized the staging database with the application ORM. Re-introduced Advanced Inventory, Serial Numbers, Stock Transfers, and Expense Claims models.
• UI Integrity: Fixed a CSS variable optical illusion on the Analytics Dashboard that caused text to be unreadable in Dark Mode.
• API Documentation: Updated `API.md` with accurate endpoints for Serial Numbers, Stock Takes, and User Row-Level Security definitions.
• AI Models: Synced `relaso-gemma-3-270m` and `relaso-qwen3-0.6b` local AI models to the production staging environment to fix 404 Not Found errors during invoice completions.

Version 2.9.1 (Stability Patch)

🐛 Bug Fixes

• UI Resiliency: Fixed critical client-side exceptions on Invoice and Proposal creation pages. Forms now degrade gracefully if external lookup APIs fail.
• API Integrity: Resolved a Prisma validation crash in the Contacts API affecting staging environments.
• E-Commerce Demo: Patched navigation routes for automated Purchase Order scenes in cinematic demo generation.

Version 2.9.0 (Freemium & Self-Service Growth)

✨ Pricing Strategy & Freemium Tier

• Starter Tier (Free): Introduced a permanent free tier limited to 10 invoices per month for solo users and freelancers.
• Self-Service Optimization: Rebalanced Growth and Enterprise tiers to make self-service the default path. Enterprise is now gated with a consultation step for large teams.
• Add-on Repricing: Lowered prices on all industry add-ons to encourage impulse adoption alongside the Growth plan.
• Smarter AI Recommender: Upgraded the plan recommendation engine to prioritize cost-effective options based on the user's explicit team size and compliance needs.

Version 2.8.0 (3-Tier Pricing Structure)

✨ 3-Tier SaaS Pricing Restructure

• Essentials & Growth Tiers: Replaced the base Professional plan with Essentials and Growth tiers to provide better options for businesses of different sizes.
• Simplified Add-ons: Horizontal add-ons (Automation, Proposals, Inventory, Procurement, Accounting, AI Copilot) are now included natively within the Growth and Enterprise tiers. You no longer pay for these a la carte.
• Focused Industry Modules: Maintained vertical add-on modules for specific industries: Manufacturing, Retail POS, Asset Management, Commission, and Healthcare.
• Billing UI Streamlined: Removed clutter from the billing dashboard by eliminating horizontal add-on management cards. Active modules now cleanly summarize your subscription state.

Version 2.7.2 (Billing Accuracy & Module Extensions)

✨ Pricing & Add-on Integrations

• Calculations Standardized: Fixed a pricing mismatch where the billing UI calculated add-ons per organization while the payment gateway multiplied add-ons by user seats, causing a massive overcharge for large teams.
• Module Activations Complete: Expanded the billing UI and API handlers to fully support subscribing, trialing, and canceling the Workflow, Asset Management, Commission, and Healthcare add-ons.
• Discount Normalization: Seasonal discounts are now correctly evaluated globally across the UI, the SaaS platform invoicing engine, and Razorpay/PayPal subscriptions.
• GST Compliance Rules: Automated CGST+SGST splitting for organizations based in Maharashtra, and introduced an explicit "incl. 18% GST" disclaimer on the subscription screens.

Version 2.7.1 (Access Controls & Core Stabilizations)

✨ Role Verification & Data Integrity

• Headless Blog CMS: Complete integration of a Headless Blog CMS with YouTube/Image embedding capabilities and category-to-solution mapping to drive organic inbound traffic.
• Dynamic Geo-Pricing: Introduced an intelligent pricing engine that detects user geolocation and dynamically serves localized currency (INR/USD) and appropriate pricing tiers.
• CRO Implementation: Comprehensive Conversion Rate Optimization sweep. Deployed primary 'Start Free Trial' CTAs globally, injected trust-building social proof onto vertical pages, and added 1-Click CSV Migration blocks to comparison pages to alleviate switching friction.
• Dedicated FAQ Hub: Launched a categorized, searchable Frequently Asked Questions (FAQ) routing hub for complex multi-module queries.

Version 2.6.0 (POS Variant Selection & Security Stabilization)

✨ Retail POS & 2FA Security Improvements

• POS Variant Selection: Fixed an issue in the Retail POS module that prevented selecting product variants, along with correcting the inventory dashboard display which previously showed 0 stock for variant parent products.
• 2FA & QR Codes: Corrected the 2FA onboarding scanner configuration to format TOTP setup links compatibly with standard Authenticator applications.
• Superadmin Impersonation: Enabled organizational override permissions for the Superadmin role to safely inspect billing records and impersonate tenant settings.
• E2E Suite Stabilization: Resolved Playwright test harness race conditions, scoped navigation selectors to avoid sidebar collisions, and optimized database client connection lifecycles to avoid SQLite database locks.

Version 2.5.0 (Lab Agent Module & Diagnostic Routing)

✨ Healthcare Aggregator Add-on Complete

• Lab Test Orders: Introduced a dedicated dashboard to assign specific invoice items (tests) to external laboratories, track report copy numbers, and manage pending test statuses.
• Comparative Vendor Rates: Added a dynamic rate chart matrix to map a single diagnostic test to multiple external vendors, allowing front desk staff to optimize costs across different partner labs.
• Doctor Prioritization: Upgraded the Partner module with automatic tracking of Outstanding Dues, Volume of Work, and priority tags to help manage VIP referring doctors.
• Superadmin Toggles: Expanded the Superadmin Organizations management portal to allow easily enabling/disabling the Healthcare Addon globally.

Version 2.4.0 (Healthcare & Diagnostics Commissions)

✨ Multi-Tier Agent & Referrer Tracking

• Healthcare Aggregator Add-on: Introduced a massive new suite to track Referring Doctors, In-House Consultants, and Affiliate Agents directly at the point of billing.
• Commission Rules Engine: Created a highly configurable rules engine for calculating multi-tier override payouts on either a percentage (%) or flat amount (₹) basis.
• Product-Specific Margins: Configure different payout structures based on the exact diagnostic test or product line item.
• Real-Time Ledger Integration: When an invoice finalizes, the Commission Engine instantly posts double-entry accounting journals (Commission Expense vs Payable) to maintain perfect balance sheets.
• Dedicated Healthcare Landing Page: Shipped a stunning, SEO-optimized marketing landing page targeting Clinics and Diagnostic Aggregators.

Version 2.3.0 (Landing Page Revamp & UI Polish)

✨ Landing Page & Marketing Updates

• Dashboard Mockup & Social Proof: Added high-fidelity dashboard mockups and social proof banners to the landing page to build immediate trust.
• Targeted ICP Pages: Deployed personalized landing pages for Agencies, Retail, Manufacturing, and Enterprise clients to improve conversion rates.
• AI Copilot Showcase: Introduced a dedicated feature block highlighting the AI Copilot capabilities on the main landing page.
• Transparent Pricing Table: Overhauled the pricing section with a clear, transparent comparison table to help users choose the right plan.

Version 2.2.3 (E2E Test Stabilization & Dynamic Permissions)

🛠️ Platform Stability & E2E Verification

• Dynamic RBAC Scoping: Resolved a permissions bypass by correctly mapping dynamic custom roles permissions (passing full user object to hasPermission).
• Inventory Stock Isolation: Fixed variant-level product sales restrictions, correctly bypassing parent product stock checks when selling variants.
• E2E Test Harness Hardening: Added data-testid to invoice edit item catalog selectors and addressed container deployment types.
• AI Copilot Settings Setup: Corrected a seed-level upsert bug to guarantee Copilot is enabled by default on new database instances.

Version 2.2.2 (Test Stabilization & Enhancements)

🛠️ Platform Stability & UI Fixes

• E2E Test Reliability: Fixed critical race conditions in multi-tenant tests where rapid database writes caused incorrect user lookups.
• Copilot UI Fixes: Replaced highly fragile text-matching locators with robust data attributes to guarantee consistent warmup banner assertions.
• Taxation Fixes: Corrected a state persistence race condition during item-wise tax setting changes that caused unexpected tax system overrides.
• Enterprise Add-on Validations: Improved exact pricing match assertions in the billing page.

Version 2.2.1 (Test Stabilization & Enhancements)

🛠️ Platform Stability & UI Fixes

• E2E Test Suite Hardening: Resolved database locking and Next.js cache concurrency collisions in parallel test workers, drastically improving CI/CD reliability.
• Proposals UI Fixes: Fixed missing "Company Name" validation and corrected 3-step wizard navigation logic that prevented proposal finalization.
• API Add-on Robustness: Improved reliability of Tiered Pricing access checks to ensure API Key screens load correctly for trial and free tier users.
• Bug Fix Coverage: Ensured End-to-End coverage for all recent application logic fixes to prevent future regressions.

Version 2.2.0 (Refinement & Fixes)

🛠️ Quality of Life & PDF Fixes

• Detailed GST Breakdown: Invoices now clearly display the CGST, SGST, and IGST percentage and amount breakdown per item in both the UI and the generated PDF.
• Template Defaulting: Added the ability to choose a Default Invoice Template and Default Proposal Template directly from the global Settings page.
• Accounting Unification: Centralized accounting verification logic to guarantee Journal Entries are perfectly synchronized with Accrual Basis rules upon invoice finalization, eliminating missing journals for trial users.
• Clarified Export Options: Renamed the PDF download buttons to prevent confusion between the standard hardcoded PDF output and the user-selected HTML custom templates.
• Parallel Testing Support: Overhauled End-to-End infrastructure for `run-tests.sh` to leverage fully isolated SQLite instances across multiple parallel workers.

Version 2.1.0 (Analytics Edition)

📈 Traffic Analytics & Heatmaps

• Acquisition Funnel: Track user journeys from visitors to registrations directly in the Superadmin Dashboard.
• Heatmap Estimation: Granular tracking of user click coordinates (X, Y) and scroll depth (25%, 50%, 75%, 100%) to analyze page engagement.
• Geolocation & Referrers: Automatically capture incoming user Country, Region, and top traffic sources without relying on third-party scripts.
• SEO & Link Fixes: Spidered all internal routes and fixed broken hardcoded links for dynamic industry and manufacturing pages.

Version 2.0.0 (The ERP Edition)

🚀 From Billing to a Full Lightweight ERP

• Manufacturing & BOMs: Full support for multi-level Bills of Materials and Production Orders. Automatically backflush raw materials from inventory upon order completion.
• Fixed Asset Management: Complete lifecycle management for physical assets. Track Straight-line or Declining Balance depreciation, assignment custody, and generate Asset Ledgers.
• Advanced Approval Workflows: Compliance-grade maker-checker routing. Require approvals for Invoices, Purchase Orders, Proposals, and now Employee Asset Assignments.
• Procurement Evolution: Full multi-currency support added for international Purchase Orders and Purchase Bills. Seamless transition from Requisitions to POs to Inventory Receipts.

Version 1.7.0

✨ Performance Sweep & AI Stabilization

• Dropdown Performance: Fixed a bug where dropdowns for Contacts, Companies, Products, and Templates would only load the first 20 records.
• Server-Side Search: Added native server-side query parameter search support to backend APIs for Users and Activity Logs.
• AI Gating & Resilience: Properly gated BottleneckPanel and SmartScanModal behind the AI Addon, and added resilient SQL parsing for smaller AI models.
• Manufacturing Docs: Added comprehensive documentation for the Manufacturing process (BOM & Orders) to the User Guide.

Version 1.6.0

✨ GST E-Invoicing & IRN Generation

• Real GSP Integration: Replaced mock e-invoicing data with live GST Suvidha Provider (GSP) integration (currently ClearTax) for robust compliance.
• Verified Setup: New GST E-Invoicing tab in settings with mandatory connection testing before activation.
• Compliant Invoices: Signed QR codes, IRN, and Acknowledgment Numbers now correctly render on PDFs/HTML generated invoices as per GST Rule 48(4).
• Lifecycle Management: Support for canceling IRN and E-Way Bills directly from the interface, respecting the strict 24-hour GSTN window.

Version 1.5.1

✨ Dynamic RBAC & Custom Roles

• Custom Roles Engine: Overhauled the legacy hardcoded role system. Admins can now create infinite custom roles (e.g., Accountant, POS Executive, Procurement) with granular permissions.
• Multi-Role Assignment: Users can now be assigned multiple roles simultaneously, with their permissions aggregating seamlessly.

🐛 Fixes & Improvements

• Team Invoices: Fixed a bug where a user's teamId was not being persisted into their session JWT, which caused invoices they created to not reflect in the Departmental Teams dashboard.
• Proposal Conversions: Fixed an issue where converting a Proposal to an Invoice failed to map the productId back to the Catalog dropdown in the Edit Invoice interface.

Version 1.5.0

🛡️ AI Beta Gating & Indemnity Agreement

• Disabled by Default: All in-app AI features (including OCR receipts reading, product forecasting, and smart pricing) are now disabled by default for all users, including Enterprise and Trial tiers.
• Indemnity Sign-up Flow: Added a new **AI Beta** panel under system settings. Users must read, accept, and sign the AI Beta Indemnity Agreement to enable AI features.
• Indemnity Terms: Legal disclaimer outlining the probabilistic nature of AI outputs, mandatory requirement for human verification, and complete release of Relaso Tech from financial/operational liability.
• Excluded Public Recommender: The landing page and dashboard public AI Plan Recommender/Module Chooser are excluded from the beta gating and remain active for public access.

Version 1.4.0

📦 Batch Tracking & Expiry Dates

• Inventory Batches: Track items using unique batch numbers, manufacturing dates, and expiry dates. Registers batch inventory in ledger on inwards stock.
• FEFO Depletion: Automatically depletes stock from the earliest expiring batch (First-Expired, First-Out) when finalizing invoices.
• Expiry Alert Aggregate: Background alerts engine aggregates low stock thresholds and expiring batches within 90 days.

⚖️ Direct Tax / Withholding (TDS)

• TDS & Withholding: Support for withholding rates and amounts on sales invoices and purchase bills.
• Automated Ledger Adjustments: Recording invoice payment with TDS debits both Cash and TDS Receivable (Asset). Purchasing with TDS credits TDS Payable (Liability) and Accounts Payable (Net of TDS).

Version 1.3.0

🧮 Accounting Module (Pro Add-on)

• Full Double-Entry Bookkeeping: Industry-standard Chart of Accounts with debit/credit validation on every journal entry.
• Automated Transaction Triggers: Finalizing an invoice auto-posts a Dr A/R / Cr Revenue journal entry. Recording a payment posts Dr Cash / Cr A/R. Receiving a purchase posts Dr Inventory / Cr A/P.
• COA Seeding & Industry Templates: Every new organization is automatically seeded with a Standard chart of accounts.
• Advanced Financial Reports: Three-tab reporting dashboard covering Trial Balance, Profit & Loss, and Balance Sheet.

🔧 Fixes & Improvements

• Fixed BillingAddonType TypeScript union.
• Journal Entry sequence auto-initialized on first seed run.
• Chart of Accounts seeded automatically.

Version 1.2.0

✨ New Features

• Node-Locked On-Premise Executables: Added a custom Bun compilation pipeline to generate standalone, offline executables.
• Cryptographic HWID Licensing: Executables are now securely bound to a client's physical MAC Address and OS UUID to prevent VM cloning and piracy.
• Offline Time-Bombs: Added capability to set cryptographic expiry dates directly into the compiled license wrapper.
• Enterprise Module Bundling: Subscribing to the Enterprise plan now automatically unlocks and hides the paywall for Procurement and Inventory modules.

Version 1.1.0

✨ New Features

• Unified Toast Notifications: Complete UX overhaul! Replaced all intrusive, blocking browser alert() pop-ups with sleek, modern toast notifications across the entire platform.
• Landing Page FAQ: Added a comprehensive Frequently Asked Questions section to the homepage to help users address common concerns instantly.
• Integrated AI Recommender: The AI Plan Recommender is now smartly embedded directly inside the FAQ section for seamless context-aware assistance.

Version 1.0.1

🐛 Fixes & Improvements

• Thermal Receipt Hotfix: Fixed a variable scope bug where the dummy QR Code preview failed to load on the Duplicate Invoice screen when using the Thermal Receipt template.

Version 1.0.0

✨ New Features

• 🚀 Relaso 1.0.0 is Live!: We are officially out of testing! With the completion of our Multi-Tenant SaaS Engine, AI-Powered Workflows, E2E Testing, and the Accountant Partner Ecosystem, Relaso Billing Pro is officially at version 1.0.0.
• Partner Ecosystem Architecture: Fully built-out backend for Accountant referrals. New clients can sign up via ?ref= links.
• Partner Commission Reports: Superadmins now have an automated recurring payout ledger to track 20% commission owed to referring Accountants.

🐛 Fixes & Improvements

• UX Improvement: Deleting a 0 from quantity or price fields no longer aggressively auto-fills a 0 back into the input box.
• Catalog UI: Products with variants now dynamically calculate and display their total combined aggregate stock instead of a generic "Tracked in variants" tag.
• Dev Server: Updated the startup script to bind to 0.0.0.0, allowing LAN testing from mobile devices.

Version 0.1.0-alpha.38

✨ New Features

• AI Plan Recommender: Added an intelligent assistant to the hero section to help you instantly configure the perfect billing plan for your business workflow.
• Dynamic Settings: AI Recommender contact details are now fully configurable from the Superadmin panel.

🐛 Fixes & Improvements

• Replaced hardcoded footer version numbers with dynamic tracking.
• Upgraded the AI engine to Gemini 2.5 Flash for significantly faster responses.