| 2026-01-10 | Major Documentation Review & Update: Verified all 27 doc files against codebase. Fixed 15 inaccuracies: csv-import.mdx (added “Coming Soon” warning), every-agent.mdx (corrected Plan Mode→Direct Execution), changelog.mdx (fixed 2025→2024 dates), note-templates.mdx (Note Template→Snippet terminology throughout), invoices.mdx (agent tool claims), proposals.mdx (removed non-existent “Rejected” status), quickstart.mdx (enrichment button location), expenses.mdx (10MB→5MB file limit), business-context.mdx (tab names and navigation). Added 2 new features: ai/undo-agent-actions.mdx (comprehensive guide to reversing agent actions), getting-started/install-mobile-app.mdx (PWA installation for Android/iOS with offline access, updates, troubleshooting). Updated docs.json navigation. See DOCUMENTATION_UPDATE_2026-01-10.md for full details. |
| 2025-12-23 | Added Data Management section with new docs: data/export.mdx (CSV export to QuickBooks, Xero, Wave, custom formats with templates and fork-to-customize feature), data/csv-import.mdx (standalone CSV import guide). Refactored CSV import content from every-agent.mdx into dedicated page. Updated docs.json navigation. |
| 2025-12-04 | Major update: Added Client Contacts System (multi-contact with roles), Google Contacts Sync, enhanced Client Enrichment with contact discovery, batch Payment Notifications, Payment Reminders. Fixed offerings.mdx (removed undocumented rate history/categories). Updated clients.mdx, payments.mdx, google-workspace.mdx |
| 2025-11-19 | Updated Organization Setup to include Organization Prompt |
| 2025-11-17 | Added Agent Scheduled Tasks doc |
| 2025-11-11 | Initialized docs |
