19 July 2026v0.8.0
Write-up recovery and finance settlement tracking
New-deal write-ups recover more safely, finance settlement details are easier to manage, and deal permissions have been tightened.
New features
- New-deal write-ups now keep a short-lived local recovery snapshot for form values, line items, selected customers, trade-ins, applied promotions, salesperson and business manager selections, and other in-progress write-up choices.
- Deal creation now uses a client-generated create token so repeated saves, reloads, and server-action retries return the existing deal instead of creating a duplicate.
- The finance panel now shows settlement details for finance status, deposit method, deposit received date, and approval timing when finance reaches approved or settled.
Changes & improvements
- Settlement controls now live with finance and insurance details, keeping finance workflow edits in one place.
- Finance product rows and totals have tighter responsive layout behavior so long names, amounts, and profit summaries stay readable.
- Salesperson-based roles are realigned so trade appraisal allowance editing matches the intended write-up permissions.
- Deal detail data now applies stricter permission checks before returning trade-in financial values to the client.
Bug fixes
- Successful new-deal saves now clear recovery state and replace the current route, reducing stale restore prompts and accidental duplicate creates.
- Finance approval timestamps are captured and backfilled from audit history where possible, so approval duration can be shown consistently.