What’s New

January 20, 2026 - Changelog Lab Notebook Redesign

📓 Card-Style Lab Notebook Pages

• Each entry is now a distinct “page” - Changelog entries display as individual cards with clear visual separation
• Gold accent bars - Chemistry-themed gold gradient at the top of each card
• Paper texture backgrounds - Warm off-white in light mode, dark parchment in dark mode
• Rounded corners and shadows - Subtle depth makes each entry feel like a physical notebook page

🧪 Technical Details

• JavaScript DOM wrapping - Each H2 date section is dynamically wrapped in a .changelog-card div on page load
• Why not pure CSS? - CSS sibling selectors (~) can’t create bounded card regions since Markdown renders flat HTML without wrapper divs
• Graph paper grid preserved - The background grid pattern shows through between cards

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January 19, 2026 - Sales-First Lead Details Redesign

🎯 Redesigned Lead Details for Sales Workflow

• Contact info at the top - Name, phone, and email are now immediately visible when you open a lead
• Bold CALL/TEXT/EMAIL buttons - One-click actions to contact the customer right away
• Notes section moved up - Take notes during calls without scrolling down the page
• Traffic-light status colors - Green for new, blue for contacted, yellow for interested, red for dead

📂 Collapsible Technical Sections

• Permit & Project Details - Collapsed by default, click to expand
• Property Details (Rentcast) - Enrichment data tucked away until needed
• Septic Permits (Idaho) - Historical permit data in accordion
• Less scrolling - Focus on what matters for your sales call

🎨 Improved Dark Mode Contrast

• Status dropdown now readable - Fixed contrast issues with white text on colored backgrounds
• Custom dropdown styling - Consistent appearance across browsers
• All status colors pop - Green, blue, yellow, orange, cyan, and red all clearly visible

🎯 New “Converted” Status

• For leads assigned to jobs - Cyan badge indicates the lead has been converted to an active job
• Complete status lifecycle - New → Contacted → Interested → Qualified → Converted → Closed

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January 18, 2026 - Public Landing Page

🏠 New Marketing Landing Page

• Public homepage - New landing page at / for unauthenticated visitors
• Leads dashboard moved - Property leads list now lives at /leads
• Auto-redirect - Logged-in users automatically redirect to /leads
• Feature highlights - Landing showcases Lead Tracking, Property Enrichment, and Team Collaboration

🔗 Navigation Updates

• All internal navigation links updated to point to /leads
• Auth callback now redirects to /leads after login
• Logout returns users to the public landing page

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January 18, 2026 - AI CSV Parsing Fix

🔧 Major Fix: AI CSV Import Now Extracts All Rows

• 9.7x improvement - AI CSV parsing now extracts ~97% of rows (up from ~10%)
• Root cause fixed - OpenAI’s json_object format was forcing single-object output, preventing the LLM from returning multiple leads per batch
• Batch processing restored - Each 10-row batch now correctly extracts all valid leads instead of just one

🤖 Technical Details

• Problem: The response_format: {"type": "json_object"} constraint forces LLM output to start with {, which prevented returning JSON arrays [...]
• Solution: Changed prompts to request wrapped format {"leads": [{...}, {...}, ...]} and updated parsing to extract the inner array
• Model: Using qwen2.5 via LiteLLM proxy (no “thinking mode” overhead)

📊 Test Results

Batch	Extracted	Errors	Success Rate
Batch 1	9/10	1	90%
Batch 2	10/10	0	100%
Batch 3	10/10	0	100%
Batch 4	8/8	0	100%

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January 17, 2026 - Analytics Dashboard & Enrichment Queue

📊 Analytics Dashboard (NEW)

• KPI cards - Track total jobs, active jobs, revenue, and conversion rate at a glance
• Trend charts - Visualize jobs and revenue over time with interactive Chart.js graphs
• Contractor performance - See which subcontractors are completing the most jobs
• Status distribution - Pie chart showing job status breakdown
• Conversion funnel - Track leads through New → Contacted → Qualified → Converted stages
• Geographic insights - Bar chart of jobs by county to identify hot markets
• Time period filter - Switch between 30, 60, 90 days, or 6 months of data
• Dark mode support - Charts adapt colors for light and dark themes

🔄 Enrichment Queue Status UI (NEW)

• Real-time queue monitoring - See pending and processing enrichment jobs right on the lead detail page
• Status badges - Color-coded indicators show pending (yellow), processing (blue/pulsing), completed (green), and failed (red) states
• Retry tracking - View attempt counts and error messages for failed enrichments
• Cancel jobs - Abort pending enrichment requests with one click
• Auto-polling - Queue status automatically refreshes every 5 seconds while jobs are processing
• Smart visibility - Section only appears when there are queue items for the lead

🤖 AI-Powered CSV Parsing (NEW)

• Intelligent field mapping - Upload any CSV format and let AI figure out which columns map to lead fields
• No header requirements - Works with any column naming convention (e.g., “applicationNumber” → “project_number”)
• Smart inference - AI infers work types from descriptions (e.g., “OSSF Alteration” → “repair”)
• Toggle on upload - Enable “Use AI Parsing” checkbox when uploading CSV files
• Handles messy data - Cleans and normalizes inconsistent data automatically

📡 Real-Time CSV Upload Progress (NEW)

• Live progress updates - See row-by-row extraction results as they happen via WebSocket
• Batch progress - Watch as each batch of rows is processed with running totals
• Cancel mid-upload - Abort large uploads without losing already-imported leads
• Error visibility - See exactly which rows failed and why, in real-time
• No waiting - Start reviewing imported leads before the upload finishes

🔧 Enrichment Worker Improvements

• Health endpoint - Worker exposes /health for Docker healthchecks and monitoring
• Queue metrics API - New endpoints for queue statistics and management
• Retry with backoff - Failed enrichments automatically retry with exponential backoff

📡 New API Endpoints

• GET /api/v1/usage/queue/lead/{lead_id} - Get queue status for a specific lead
• POST /api/v1/usage/queue/{id}/retry - Retry a failed queue item
• POST /api/v1/usage/queue/{id}/cancel - Cancel a pending queue item
• GET /api/v1/usage/queue/stats - Overall queue statistics

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January 14, 2026 - Semantic Search with AI Embeddings & UI

🎨 Semantic Search Interface (NEW)

• Smart search bar - Toggle between keyword and AI semantic search modes with one click
• Visual mode indicator - See at a glance whether you’re using traditional or AI search
• Similarity scores - Each result shows a percentage match (80%+ = excellent, 60-80% = good)
• Find Similar button - Click the search icon on any lead to find related properties instantly
• Color-coded results - Green badges for high matches, yellow for medium, gray for low

🔍 Natural Language Lead Search

• Search by meaning, not keywords - Find leads using natural language like “septic repair flooding basement Travis County”
• AI-powered matching - Uses mxbai-embed-large embeddings to understand what you’re looking for
• Find similar leads - Discover related properties based on project type, location, and description
• Smart ranking - Results sorted by semantic similarity, not just text matching

🧠 How It Works

• Every lead is automatically converted into a vector embedding capturing its meaning
• Search queries are converted to embeddings and compared against all leads
• Higher similarity scores mean closer semantic matches
• Works even when exact words don’t match (e.g., “sewage backup” finds “septic overflow”)
• Toggle back to keyword search anytime for exact phrase matching

📡 Search API

• POST /api/v1/search/leads - Semantic search with filters for status, county, work type
• GET /api/v1/search/similar/{lead_id} - Find leads similar to a specific lead
• GET /api/v1/search/status - Check embedding generation progress

🔧 Infrastructure

• TimescaleDB - Upgraded to timescale/timescaledb-ha for AI-native PostgreSQL
• pgai Extension - Vector storage with HNSW indexing for fast similarity search
• Automatic embeddings - Background worker generates embeddings for new leads

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January 14, 2026 - Relationship Tracking Dashboards

📊 Buyer Management Dashboard (/buyers)

• Purchase history - View all lead sales with payment status tracking
• Buyer performance - Total revenue, lead counts, and feedback stats per buyer
• Payment filtering - Filter by pending, paid, disputed, or waived status
• Feedback tracking - Monitor buyer feedback (good_lead, bad_lead, converted)

🤝 Referral Network Visualization (/referrals)

• Business-to-business relationships - Create and manage referral partnerships
• Commission tracking - Set percentage or flat-fee commission structures
• Conversion analytics - Track referral counts and conversion rates
• Relationship status - Active, inactive, and pending relationship management

💰 Revenue & Commission Tracking (/revenue)

• Revenue overview - Total income from lead sales across all buyers
• Commission analysis - Payables and receivables by referral partner
• Payment aging - Track overdue payments and collection status
• Breakdown views - Revenue segmented by buyer, time period, and referrer

📡 New API Endpoints

• POST /api/v1/purchases/ - Record lead sales to buyers
• GET /api/v1/purchases/stats - Purchase revenue statistics
• POST /api/v1/referrals/ - Create referral relationships
• GET /api/v1/referrals/stats - Network and commission statistics

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January 13, 2026 - Lead Transfer System with Billing

🔄 Transfer Leads Between Users

• User-to-user transfers - Move lead ownership to any team member with one click
• Transfer fees - Set a fee when transferring to track billing between users
• Full history - Complete audit trail shows every transfer with timestamps
• Ownership display - Lead detail page shows current owner and transfer count

💰 Billing & Payment Tracking

• Payment status - Track whether transfer fees are pending, paid, disputed, or waived
• Billing statistics - See who owes you money and who you owe
• Detailed breakdown - View all transfers by direction (sent/received)
• Mark as paid - Update payment status when fees are settled

📋 New Transfer API

• POST /api/leads/{id}/transfer - Transfer a lead to another user
• GET /api/leads/{id}/transfers - View transfer history for a lead
• GET /api/transfers/ - List your transfers (sent or received)
• PATCH /api/transfers/{id}/payment - Update payment status
• GET /api/transfers/billing/stats - Your billing summary

🎨 Frontend Updates

• Transfer button - Opens modal with recipient dropdown and fee input
• Ownership section - Shows current owner on lead detail page
• Transfer history - View all previous transfers for a lead

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December 7, 2025 - HSP Integration for Qualified Leads

🏢 Export Qualified Leads to HSP CRM

• Dedicated API endpoint - /api/v1/hsp/qualified-leads for HSP system integration
• Qualified leads only - Only exports leads marked as qualified
• Incremental sync - Use since parameter for hourly polling without duplicates
• Export tracking - Each lead tracks when it was exported and how many times

🔐 Permission-Based Access

• HSP API key - Create dedicated API keys with can_export_to_hsp permission
• Rate limiting - Configurable limits prevent API abuse
• Audit logging - All exports are logged for compliance

📊 Export Format

• HSP-compatible schema - Pre-formatted for HSP CRM import
• Source tracking - source_lead_id field enables deduplication on HSP side
• Full lead details - Contact info, property details, project description

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January 5, 2026 - LLM-Powered Lead Parsing

➕ Add Leads Directly from the Interface

• Add Lead button - New button in the filter bar opens a modal for creating leads
• Three input modes - Choose between Form, Text, or File Upload
• Form entry - Fill out structured fields for address, contact info, property details
• Text entry - Describe leads naturally and let our system extract the data automatically
• Bulk upload - Import multiple leads from CSV or text files in one go
• Preview extraction - See what data was extracted from text before creating the lead
• Skip duplicates - Option to automatically skip addresses that already exist

🧠 Smarter Lead Creation from Text

• Natural language understanding - The create_lead_from_text MCP tool now uses qwen2.5:7b via Ollama for intelligent extraction
• Handles variations - Works with informal language, typos, and different phrasings that regex can’t match
• Better accuracy - Correctly extracts names, addresses, phone numbers, and project details from conversational text
• Graceful fallback - If Ollama is unavailable, automatically falls back to regex-based parsing

🤖 Multi-AI MCP Support

• Connect any AI - The connect page now supports Claude, ChatGPT, Grok, and more
• Same MCP server - One endpoint works with all AI providers
• ChatGPT instructions - Developer Mode + Connectors setup guide added
• Grok instructions - xAI SDK Remote MCP Tools setup guide added

🦙 Ollama Integration

• qwen2.5:7b - Primary model for NLP tasks (7.6B parameters, excellent at entity extraction)
• llama3.2:3b - Lightweight alternative for quick tasks
• mxbai-embed-large - Embedding model for future semantic search features
• Self-hosted - All LLM processing runs on our own infrastructure

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December 19, 2025 - Conversation Type Improvements

📞 All Conversation Types Now Supported

• Calls, SMS, Email & more - See all GHL conversation types with correct icons
• Type-specific icons - 📞 for Calls, 📱 for SMS, 📧 for Email, 💬 for WhatsApp/Live Chat
• Updated stats - Stats card now shows “Calls” count (replacing SMS) reflecting actual data
• Type filter expanded - Filter dropdown includes Call, SMS, Email, WhatsApp, Live Chat

🖥️ Better Viewport Handling

• Scrollable conversations list - Conversations panel now stays within the viewport
• No more page overflow - The interface is fully usable without scrolling the entire page
• Improved mobile experience - Works better on all screen sizes

⚡ Faster Load Times with Caching

• Instant page loads - Conversations cached in your browser for 2 minutes
• “Last refreshed” indicator - See exactly when data was last fetched
• Smart cache invalidation - Cache clears automatically when you send a message
• Force refresh - Click the Refresh button to bypass cache and get fresh data
• Two-tier caching - Both frontend (localStorage) and backend caching reduce API load

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December 19, 2025 - GHL Conversations Dashboard

📬 Unified Inbox for All Conversations

• Conversations tab - New “Conversations” link in main navigation opens the unified inbox
• All conversations in one place - See every GHL conversation across all synced leads
• Split-view layout - Conversation list on the left, message thread on the right
• Stats at a glance - See total conversations, unread count, calls count, and synced leads
• Search and filter - Find conversations by name or message content, filter by type
• Unread filter - Toggle to show only unread conversations

💬 View and Reply to Messages

• Full message threads - See complete conversation history with timestamps
• Direction indicators - Messages styled by direction (inbound left-aligned, outbound right-aligned)
• Reply directly - Send SMS or Email responses without leaving the inbox
• Type selector - Choose between SMS, Email, or WhatsApp when replying
• Real-time updates - Refresh to see latest messages

🔗 Lead Context

• Lead info on every conversation - See the lead’s name, address, and phone number
• Click to view lead - Jump directly to the full lead detail page
• Empty state guidance - Helpful message when no leads are synced to GHL yet

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December 18, 2024 - Personal GoHighLevel Settings

🔐 Your Own GHL Connection

• Personal credentials - Each user can now configure their own GoHighLevel Private Integration Token
• Profile settings - Access GHL settings from your profile page
• Secure storage - Tokens are stored securely and never displayed after saving
• Test connection - Verify your GHL credentials work before importing contacts
• Fallback support - System-wide credentials still work if you don’t set personal ones

📥 What You Can Do With GHL Integration

• Import your contacts - Pull contacts from your own GHL location into the leads database
• Sync customer data - Bring over names, phone numbers, emails, and addresses
• Preview before importing - See exactly what will be imported before committing
• Avoid duplicates - System automatically skips contacts that already exist (matched by email or phone)
• Quick setup - Just paste your Private Integration Token from GHL settings

🔄 Bi-Directional GHL Sync (NEW)

• Push leads to GHL - Send any lead directly to GoHighLevel as a contact with one click
• View conversations - See all SMS/Email conversations from GHL right on the lead page
• Send messages - Reply to customers via SMS or Email without leaving Leads Viewer
• Appointment visibility - View scheduled appointments for each lead from GHL calendar
• Pipeline sync - Job status automatically syncs to GHL opportunity stages
• Payment history - See GHL payment transactions on job detail pages
• Auto-tagging - Leads pushed to GHL are automatically tagged for easy identification

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December 17, 2024 - GoHighLevel Integration & Dark Mode

🔗 GoHighLevel Contact Import

• Import contacts from GHL - Pull your GoHighLevel contacts directly into the leads database
• MCP-powered - Uses GoHighLevel’s official MCP server for reliable, authenticated access
• Preview before import - See what data will be imported before committing
• Skip duplicates - Automatically skips contacts that already exist (matched by email or phone)
• Field mapping - GHL contact fields are intelligently mapped to lead fields (names, phones, emails, addresses)
• Setup instructions - Built-in guidance for obtaining your Private Integration Token (PIT)

🌙 Dark Mode Improvements

• Changelog dark mode - The What’s New page now fully supports dark mode
• No flash on load - Smart detection prevents white flash when loading in dark mode

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December 13, 2024 (Evening) - Jobs Map View & Navigation Updates

🗺️ Jobs Map View

• Interactive map - See all jobs on a map with clustered markers
• Status-colored pins - Each job marker reflects its status (yellow=pending, blue=accepted, purple=in progress, green=completed, etc.)
• Click for details - Tap any marker to see job number, customer, phone, contractor, and value
• One-click call - Tap the phone number in the popup to call the customer directly
• Filter sync - Map updates when you change status, county, contractor, or job type filters
• Remember preference - Map visibility is saved, so it opens automatically next time

🧭 Improved Navigation

• Jobs link everywhere - Access Jobs from any page in the app
• Consistent order - Navigation now follows: Property Leads → Jobs → SubContractors → Businesses
• Mobile-friendly - Horizontal scrolling nav on mobile with abbreviated labels

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December 13, 2024 - Jobs Dashboard for Sales & Project Managers

📊 Jobs Overview Page

• New /jobs page - Dedicated view for salespeople and project managers to manage all jobs
• Dashboard stats - See total jobs, active count, completed count, total value, and profit at a glance
• Status pipeline - Click any status pill to quickly filter (Pending, Accepted, In Progress, etc.)
• Smart filtering - Filter by status, county, contractor, or job type

📋 Job Detail Page

• Full job management - View complete job details at /jobs/[id]
• Progress tracker - Visual 6-step workflow from Pending to Paid
• Property & customer info - See address, coordinates, customer contact all in one place
• Contractor card - Quick access to assigned contractor’s phone and profile
• Financials section - Edit job value, materials, and costs with auto-calculated profit
• Key dates timeline - Track when each milestone was reached
• Activity log - See all changes and who made them

🔄 Convert Lead to Job

• Streamlined conversion - Convert any lead to a job right from the lead detail page
• Subcontractor selection - Choose from available TCEQ-licensed contractors
• Job type options - Installation, Repair, Inspection, Pump Out, or Maintenance
• Set initial value - Enter job value with automatic 50/50 profit split calculation
• Instant link - After conversion, click “View Job Details” to see the new job

🔧 Bug Fixes

• Auth fix - DEV_MODE now properly bypasses authentication (fixed 503 errors)
• Contractor display - Service counties now display correctly in dropdowns

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December 12, 2024 - SubContractor Portal & Jobs

🏗️ SubContractor Portal

• Dedicated login - SubContractors now have their own portal at /portal/login
• Dashboard overview - See pending, active, and completed job counts at a glance
• Financial summary - Track total earnings, pending payments, and completed job values
• Accept or decline jobs - Contractors can review and respond to job assignments

📋 Job Management System

• Lead-to-job conversion - Convert qualified leads to active jobs from the lead detail page
• Full job lifecycle - Track jobs from pending → accepted → in progress → inspection → completed → paid
• Job assignment - Assign jobs to specific subcontractors with job type and value
• Status tracking - Every status change is logged with timestamps and user info
• Financial tracking - Automatic profit calculation with 50% subcontractor split

💰 Payments Tracking

• Payment dashboard - SubContractors can see all their completed jobs and payment status
• Earnings history - View payment history and pending amounts
• Transparent financials - Clear breakdown of job value, costs, and contractor payment

🔧 Behind the Scenes

• New API routes - Full REST API for jobs and portal functionality
• Activity logging - Complete audit trail for all job changes
• JWT authentication - Secure portal access with token-based auth

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December 11, 2024 - Business Relationship Tracking

🏢 Lead Source Businesses

• Track lead buyers - Keep records of plumbers, HVAC companies, and contractors who want to buy leads
• Manage lead sources - Track real estate agents and property managers who send you leads
• Partner networks - Build relationships with related service providers for referrals
• Import from discovery tool - Bulk import businesses found via Google Places searches

💰 Lead Purchase Tracking

• Sales history - Track every lead sold with price, payment status, and delivery method
• Quality feedback - Record buyer feedback to identify your best lead sources
• Revenue analytics - See total revenue per buyer and track spending patterns
• Refund management - Handle refund requests and track approval status

🤝 Referral Network Management

• Partner referrals - Track who refers business to whom in your network
• Commission tracking - Manage referral fees with percentage or flat-rate options
• Conversion metrics - See how many referrals actually convert to business
• Agreement management - Track partnership terms and renewal dates

🔧 Behind the Scenes

• Clearer naming - Contractors renamed to SubContractors for clarity (these are TCEQ-licensed septic pros)
• Database improvements - New tables for tracking business relationships
• Better performance - Fixed async database connection pooling

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December 7, 2024 - Major Upgrade

🚀 Performance & Reliability

• Faster database - Upgraded to PostgreSQL for better speed and reliability
• Handle more users - Multiple people can use the system at the same time without slowdowns

✨ Install on Your Devices

• Works like a native app - Install on your phone or computer for quick access
• Works offline - View recently accessed leads even without internet

🎯 Smart Lead Filtering

• Remember your location - Automatically shows leads near you
• Set preferred regions - Only see leads in your assigned counties
• Distance sorting - Leads closest to you appear first

📱 Better Mobile Experience

• Optimized for phones - Everything works great on mobile devices
• Second screen support - View lead details on your phone while working on computer

📊 For Administrators

• Activity tracking - See who’s doing what in the system
• Assign regions - Control which counties each team member can see
• User preferences - Each person can customize their view

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December 7, 2024 (Evening) - Latest Updates

📋 What’s New Page

• See all updates - New changelog page shows what’s been added to the app
• User-friendly - Written in plain language, not technical jargon
• Always updated - Check back to see new features as they’re released

🔔 Push Notifications

• Get notified - Backend infrastructure ready for browser notifications
• VAPID keys generated - Secure push notification support configured
• Coming to your device soon - Frontend integration in progress

🛠️ Developer Improvements

• Faster deployments - Updates roll out more smoothly
• Better performance - Behind-the-scenes improvements for speed
• More reliable - Enhanced error handling and monitoring

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November 29, 2024 - Initial Launch

🏠 Lead Management

• View all property leads in one place
• See owner information and property details
• Track which leads you’ve contacted
• Add notes to remember important details

🗺️ Map Views

• See all leads on an interactive map
• Click any lead pin to see details
• Visual overview of your territory

👷 Contractor Management

• Keep track of all your contractors
• Store contact information
• Assign contractors to specific leads

🔐 Secure Access

• Secure login protects your data
• Different access levels for team members
• Automatic logout for security

📤 Export Data

• Download lead lists for offline work
• Create reports for your team
• Share data with other tools

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Have ideas for new features? Talk to your administrator about what would help you most!