Changelog

Autopilot 0.7.1 is a workflow polish release with a security backbone. Daily Sales Reports now behave like proper expiring report links, business managers can own the finance side of deals, Sales Log edits feel more immediate, and chat has a larger workspace when the quick panel is too cramped.

Secure Daily Sales Reports

Daily Sales Report email links now create short-lived server-side report records instead of relying on long-lived signed URLs.

Each emailed report includes a 6-digit access code, expires after 48 hours, tracks failed attempts, and locks after too many incorrect codes. Logged-in Autopilot users with access to the dealership or organisation can still open the report directly.

Report access is now audited, including account views, code views, successful code checks, failed code attempts, locked links, expired links, and missing links.

Richer daily summary drilldowns

Daily Summary deal breakdowns now expose more usable row detail for managers who need to follow up from the report.

Deal rows can link back to the deal, and the context menu can copy vehicle details, customer details, or the full report row. Shared report pages show the same drilldowns after the access check passes.

The report loader now keeps dealership channel order, supports fallback behaviour while the sort-order migration is pending, and keeps deals with unknown channels visible instead of silently dropping them.

Business-manager ownership

Deals now have a proper business-manager assignment path backed by permissions.

Deal detail and Sales Log can assign or clear the business manager, creation/edit flows can save the assignment, and the finance dashboard can scope an own-access business manager to the deals assigned to them.

Finance reporting now includes a by-business-manager table, shows the assigned BM on finance deal rows, and keeps unassigned finance work visible as its own group.

Sales Log live editing and alerts

Sales Log inline edits now patch the visible row immediately after a successful save, covering checkboxes, status/select fields, dates, VIN, text, currency, numbers, and business-manager changes.

Alert rules can now notify when an edit activates a watched condition, with a toast that jumps straight back to the alerts panel. The Sales Log also remembers the last route context, handles the all-channel URL state more cleanly, locks page scroll to the table workspace, and tightens pinned-row hover/focus backgrounds.

Full-screen chat

Team chat can now open as a full-screen dialog from the bottom navigation, keeping the user on the current page while giving channels, DMs, support, and the chat help panel more room.

Chat lists update read state more consistently across the dock, floating chat, full chat, notification badge, and chat button. Conversations can be marked read or unread from context menus, and incoming chat notifications now show a small toast.

Sales channels, customers, and rebates

Sales channels can now be manually ordered, and that order flows into settings, Sales Log/report queries, channel pickers, and Daily Summary sections.

Customer and deal display names now prefer the company where appropriate while still showing the contact name underneath. Customer search also matches company names, making company-backed customers easier to find from deal creation.

The rebate register now includes VIN in the table/search surface and adds context-menu copy actions for vehicle and customer details, making claim follow-up faster from the register.

Smaller fixes

VIN entry now normalises to uppercase across detail and Sales Log edits.

Dashboard activity, deal notifications, cancellation flows, approvals, recent changes, finance/search/report rows, stock assignment, and Companion data tools now use the shared customer/company display-name logic more consistently.

The release includes database migrations for Daily Sales Report access-code storage, business-manager deal access scope, and sales-channel ordering.