Changelog

This release is about making Autopilot feel steadier under daily dealership use: fewer layout jumps, more useful controls in the places managers already work, and tighter guardrails around data the AI is allowed to quote.

Sales log display controls are now part of saved views

The sales log now treats display preferences as real view configuration, not browser-only tweaks:

• Row density, grid lines, text wrapping, column alignment, and autofit width travel with the saved view.
• The toolbar has been tightened into one command strip with summary totals, filters, display controls, export, and a new full-screen table mode.
• Full-screen mode keeps the table focused on rows and exits with the Esc key.
• Column filter matching now uses the same value tables as the visible log, so filters behave consistently across the main, carry-over, and unscheduled sections.
• Carry-over rows are calculated as-of the selected month, so historical months show what was actually outstanding at the time.

Dashboard performance can be sliced by date and GP basis

The performance widget now has richer settings for managers who want to reconcile the chart against Sales Log or audit a specific operational date:

• Date basis: Sales Log, logged, invoiced, delivered, estimated, registered, or profiled.
• GP line: vehicle GP, F&I GP, or total GP.
• Count line: profiled, registered, delivered, or invoiced.
• Point style: automatic, daily, or running totals.
• Optional inclusion of internal incoming-order profile events.

The chart also waits for a real measured frame before rendering, which prevents zero-width chart flashes in tighter dashboard layouts.

Companion answers are safer around money and permissions

The Companion has been hardened at the tool boundary:

• Tool results now expose money as explicit dollar fields such as grossProfitExGstDollars or vehiclePriceInclGstDollars.
• Raw cents and database-shaped money fields are stripped before they reach the model.
• Financial answers now respect the effective permissions catalogue, with the older dealership-level financial visibility setting as a fallback.
• A new sold-deal search tool handles questions like "what Togo 4s did we sell last week?" with NZ-local date ranges, fuzzy vehicle matching, cancelled/draft exclusion, and safe GP dollars.
• The truth-check suite now covers vehicle typo searches, last-week range traps, cents-as-dollars mistakes, and salesperson financial-visibility restrictions.

Onboarding and team setup are more precise

The sales-log customisation step in onboarding now includes the columns dealerships actually ask for: customer email, LTSA/GST/company references, year/make/variant fields, order and SIDO numbers, trade-in summary, rebate status, delivery time, first service, compliance ticks, and finance/deposit details.

Team invites now require a first and last name, pass that name through to Supabase auth metadata, and preserve pending names when resending invites. Signup and set-password forms use the same full-name validation so the directory stays clean.

Dealership settings got the cleanup pass

Sender-domain setup now opens in a focused management dialog, returns the DNS records immediately after adding a domain, uses a proper confirmation dialog when removing one, and avoids a page reload during setup.

Settings pages, profile/security, notification preferences, sales-channel condition controls, and the top-header/Companion shell have all had small layout and spacing refinements so the app stays calmer on compact screens.

Smaller fixes

• Deal detail pages now pass the active membership into the detail view so permission-sensitive controls can resolve correctly.
• Sales log queries include more fields needed by modern views and exports, including customer email, vehicle year, payment method, and special conditions.
• The inline salesperson picker has a searchable, scrollable menu with clearer pending-member markers.
• AI import mapping and report schema field names were tightened to match the wider Sales Log column set.