📄 Release Notes — v1.0.0

Codename: The Road to One (Arrival)
Release Date: May 4, 2026

🚀 New & Improved

• 📱 Mobile App
  The new mobile app gives users a mobile-first way to access and work with tickets on the go. The app supports ticket viewing, inline ticket editing, comments, assignments, contact updates, document viewing, @mentions, Apple Sign-In, and mobile account management.

• 🧾 Quoting
  Quoting is now available as a new billing workflow for creating, editing, approving, and sending quotes directly from the platform. Quotes support templates, line items, discounts, multi-currency pricing, client-facing messages, approval workflows, PDF generation, recipient selection, location-awareness, quote status tracking, and client acceptance or rejection.

• ⚙️ Workflows
  Workflows add a new automation system for building and running business processes across tickets, clients, contacts, CRM, scheduling, time, and project work. Users can design workflow steps, duplicate steps, use scheduling and wait actions, follow company calendars, and publish or run workflows with validation safeguards.

• 🌍 Full PSA Localization
  AlgaPSA is now fully translated into French, Spanish, German, Dutch, Italian and Polish — with locale-aware date and currency formatting throughout, making the platform more accessible for international teams.

• 📥 Ticket CSV Imports
  Teams can now import tickets in bulk from CSV files, with guided mapping, preview, validation, and resolution for clients, contacts, boards, statuses, priorities, teams, agents, categories, and date formats. This makes onboarding from other PSA systems significantly faster and more reliable.

• 🧩 Service Requests
  Service Requests allow teams to define structured request forms that clients can use from the portal for common needs such as onboarding, workstation requests, and other repeatable intake flows.

• 📝 Rich Text for Client Portal Tickets
  Client portal users can now create and edit ticket descriptions using rich text formatting, including structured content like links, lists, and formatted text.

• 🧑‍💼 Multiple Email Addresses for Contacts
  Contacts can now store and manage multiple email addresses for improved contact email functionality and presentation.

• ⏱️ Ticket Time Entry History
  Ticket detail views now include a Time Entries tab showing logged time, user, date, duration, service, billable status, and approval status.

• 🧭 Linked Tasks on Tickets
  Tickets now show when project tasks are linked to them, including a quick popover with task, project, phase, and status details.

• 🧾 Global Default Currency
  Tenants can now set a default billing currency in Settings > Billing > General. Products, services, contracts, quotes, and onboarding flows now use this tenant-level default instead of falling back to USD.

🐞 Fixes

• Fixed duplicate internal user email handling and improved error messages when user updates fail.

• Fixed escaped quotation marks appearing in email subject lines and plain-text email content.

• Fixed ticket email descriptions showing raw or placeholder content such as conversion errors, debug sentinels, or empty rich-text JSON.

• Fixed the floating image download button appearing unexpectedly in ticket comments.

• Fixed project creation from templates when standard statuses were used.

• Fixed bookmarked or pasted project URLs losing tag filters.

• Fixed board deletion being blocked by board-owned statuses.

• Fixed board creation validation, including duplicate names, missing statuses, and cramped settings table columns.

• Fixed ticket status filter grouping so duplicate board-scoped statuses are easier to understand.

• Fixed emoji reaction hover showing “Someone” instead of the actual user.

• Fixed inbound email reply handling and closed-ticket reopen logic.

• Fixed inbound email image parsing and HTML table preservation.

• Fixed Microsoft / Outlook email content conversion for cleaner ticket descriptions.

• Fixed custom SMTP settings not being respected when using a tenant-configured Resend account.

• Fixed appointment timezone handling when rescheduling.

• Fixed time entry edits not saving in some cases.

• Fixed task drawers requiring an extra click to close or reopen.

• Fixed duplicate Xero connection alerts when disconnected.

• Fixed vanity client portal redirects for internal users.

🎨 UX & Polish

• 🧾 Quoting Experience
  The new Quoting experience includes a structured quote form, clear header actions, template mode, discount panels, line-item editing, send confirmation, approval queue navigation, and location-aware layouts.

• 🧩 Workflow Designer
  The new Workflow Designer includes a searchable step palette, graph and list views, drag-and-drop authoring, collapsible panels, clearer action labels, improved icons, and accessibility refinements.

• 💬 Better Ticket Detail Experience
  Ticket pages now include a refined sticky header, title reveal on scroll, smaller navigation controls, and a floating “Add Comment” button when users scroll past the main comment action.

• 📋 User Activities
  User Activities now default to a table view with always-visible filters, saved filters, inline priority and status controls, grouped activity sections, drag-and-drop organization, per-type filters, search, and printable “marching orders.”

• 📚 Knowledge Base
  Updated Knowledge Base support with localized views and improved markdown rendering, so articles display formatted content such as bold text, italics, and links correctly.

• 🖱️ Click-and-Drag Kanban Panning
  Project and template Kanban boards now support click-and-drag panning, including vertical panning improvements.

• 👤 Client & Contact UX Improvements
  Quick Add Client has been streamlined with optional sections collapsed by default, better footer actions, cleaner email and phone editors, and validation-aware expansion.

• 🔑 API Key Filters
  Profile and admin API key pages now support filtering by search, status, last-used date, and expiration date.

• 🧾 Invoice Designer Polish
  Invoice layout tools now include visual spacing controls for gaps, padding, and margins, improved field alignment controls, and pagination for layout tables.

• 📄 Internal Document Export Options
  Internal documents can now be exported as Markdown or printed, in addition to PDF download support.

• 🗂️ Billing Navigation Cleanup
  Legacy Contract Lines and Contract Line Overlaps tabs were removed from Client > Billing and replaced with clearer contract creation and quick-add actions.

🔐 Stability & Security

• Strengthened fine-grained authorization across documents, projects, quotes, assets, time entries, and selected API access, giving teams more precise control over who can view or modify sensitive records.

• Improved inbound email reliability with added threading diagnostics, safer diagnostic logging, and runtime fixes for the email service.

📊 Dev & Infra

• Added proactive NinjaOne token refresh through Temporal and restored API base URL handling for organization sync.

• Added board and status CRUD APIs with clearer validation errors and improved endpoint coverage.

• Added project task rich-text storage using both markdown and rich-text columns, preserving formatting while keeping API/search-friendly markdown available.

• Updated the n8n community node with board-scoped ticket status handling and Project Task create, get, list, update, and delete support.