Product updates

Changelog

Recent improvements, fixes, and release notes for Autopilot.

2 June 2026v0.6.2

Clearer sales log views, profile targets, and notification attention

Sales Log date-basis clarity, detailed exports, profile target editing, attention items in notifications, and smaller reliability fixes.

Changes & improvements

This patch is a collection of practical dealership-workflow polish: clearer Sales Log context, better exports, profile targets in the team grid, and a notification panel that surfaces work needing attention.

Sales Log is clearer about what you are looking at

The Sales Log header now explains the active date basis in plain language, including how carry-over and unscheduled deals fit into the current view.

There is also a fuller help dialog for date basis rules. It explains when to use estimated delivery date, deal date, invoice date, carry-over rows, and unscheduled deals, so managers can tell whether they are looking at operational delivery work or accounting-style profit timing.

The search control beside Filter is now always visible as a real input. It still searches within the current filtered view, but it no longer hides behind a small icon.

Detailed Excel export

Sales Log export now has a Detailed Excel option. It keeps the visible view structure instead of flattening everything into one plain sheet:

  • Carry-over, current-view, and unscheduled sections are separated.
  • Grouped Sales Log views export with matching group banners.
  • Carry-over and unscheduled rows receive distinct styling so they are easier to read.
  • Custom-field columns are read correctly during export.

Team targets can edit profile goals

The team targets grid can now switch between Units and Profiles.

Managers can set profile targets by salesperson and sales channel, while still keeping unit targets in the same screen. Profile target editing only appears for channels configured for new-vehicle profiling.

Profile progress now counts vehicles by profiled_at, not by deal date, so monthly profile numbers line up with when the work actually happened.

Notifications include attention items

The notification panel now includes a Needs attention feed for active workflow items. The All view combines those attention items with the latest normal notifications.

The bell panel also has a refresh button, clearer filter labels, and keeps chat unread counts separate from notification-panel unread counts.

Smaller fixes

  • Board item detail drawers now show a clear timeout/error message if details or attachment URLs fail to load.
  • Sales Log alert highlighting reuses precomputed rule context for smoother table rendering.
  • Vercel deploys now ignore local agent folders, cache folders, test output, build output, and node_modules.

Version history

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Latest release
Autopilot Sign document vault14 August 2026v0.8.23LatestAutopilot Sign and dealership approvals13 August 2026v0.8.22Organisation workspace and reporting11 August 2026v0.8.21A more focused dashboard and navigation10 August 2026v0.8.20Unified alerts and a streamlined workspace8 August 2026v0.8.19Faster workspaces and clearer recent activity7 August 2026v0.8.18Flexible dashboards and safer write-ups4 August 2026v0.8.16Safer file storage and delivery3 August 2026v0.8.15Safer sharing and permission reliability1 August 2026v0.8.14Stronger access controls and service reliability1 August 2026v0.8.13More consistent financial permissions31 July 2026v0.8.12Safer reports and financial controls31 July 2026v0.8.11Stronger account and financial data safeguards30 July 2026v0.8.10Clearer profile reporting and register controls30 July 2026v0.8.9More controlled deal workflows and faster history browsing30 July 2026v0.8.8Cleaner deal workflows and cancellation controls29 July 2026v0.8.7Safer sales workspaces and sharper compact layouts28 July 2026v0.8.6Communication template library and reliable transport prompts27 July 2026v0.8.5Clearer communication controls and safer deal updates26 July 2026v0.8.4Stronger reliability and access controls23 July 2026v0.8.3Personal write-up layouts and streamlined communication22 July 2026v0.8.2Faster write-ups and complete joint purchaser details22 July 2026v0.8.1Write-up recovery and finance settlement tracking19 July 2026v0.8.0Permission-safe deal financials and lifecycle approvals16 July 2026v0.7.31Deal creation, customer lookup, and write-up sheet previews16 July 2026v0.7.30More reliable active access across Autopilot13 July 2026v0.7.29Stronger related record protection and reliable print pages13 July 2026v0.7.28Catalogue vehicle saving restored12 July 2026v0.7.27Stronger customer access and export controls12 July 2026v0.7.26Stronger deal data permissions11 July 2026v0.7.25Stronger team permissions10 July 2026v0.7.24Better delivery review requests10 July 2026v0.7.23Security review readiness and export safeguards9 July 2026v0.7.22Security, exports, and tracking polish9 July 2026v0.7.21CRM pipeline filters, finance workflow, and transport updates8 July 2026v0.7.20Department access, delivered controls, and dashboard workspace7 July 2026v0.7.19Finance reporting, task reminders, and beta dashboard polish6 July 2026v0.7.18Smart target planning and stability fixes4 July 2026v0.7.17Delivery operations and customer follow-up1 July 2026v0.7.16Targets coverage and customer-priced add-ons29 June 2026v0.7.15Deal-detail pipeline and invite notifications28 June 2026v0.7.14CRM customer lanes28 June 2026v0.7.13Email routing and dashboard reporting27 June 2026v0.7.12Gross profit reporting alignment27 June 2026v0.7.11Billing setup and onboarding readiness26 June 2026v0.7.10Legal acceptance and update controls26 June 2026v0.7.9Permission-safe operations, internal registrations, and richer reporting25 June 2026v0.7.8New sign-in screens, Appearance Lab beta, and Daily Report controls21 June 2026v0.7.7Public status pages and Vercel Analytics19 June 2026v0.7.6Departments, sold-month GP, and average overhead reporting17 June 2026v0.7.5Companion feedback loop, smarter answers, and billing checkout polish17 June 2026v0.7.4Safer team invites, permissions channel control, and shell polish17 June 2026v0.7.3Stock status, vessel ETA, and cleaner channel ordering16 June 2026v0.7.2Secure daily reports, finance ownership, live Sales Log, and full chat16 June 2026v0.7.1Settings command center, billing, write-up control, and smarter approvals15 June 2026v0.7.0Date formats, faster Sales Log, and refreshed app chrome14 June 2026v0.6.14Daily report, rebates, and support chat polish12 June 2026v0.6.13Sales Log gross-profit reconciliation12 June 2026v0.6.12Docked chat, advanced Sales Log columns, and ex-GST F&I reporting11 June 2026v0.6.11Progress language, smarter notes, and communication controls10 June 2026v0.6.10Rebates, leaderboard GP, and write-up fixes9 June 2026v0.6.9Command-palette undo, dashboard alerts, and admin controls9 June 2026v0.6.8Gross profit alignment, F&I add-ons, and profile-channel dashboards7 June 2026v0.6.7Communication hub, shipping bookings, and transport tracking5 June 2026v0.6.6Daily reporting, promotions, and cleaner sales-log workflow4 June 2026v0.6.5Permissions now do exactly what they say3 June 2026v0.6.4Sharper sales log controls and full-screen workflow polish2 June 2026v0.6.3Clearer sales log views, profile targets, and notification attention2 June 2026v0.6.2More reliable team invites and password resets2 June 2026v0.6.1Sales log controls, performance lenses, safer Companion answers1 June 2026v0.6.0Vehicle conditions, simpler pipeline, public docs29 April 2026v0.5.0