What's new - Return Grid Docs

October 26, 2026

lease Tenants card name is a real link, so Cmd/Ctrl-click opens a new tab #10974
ended lease shows a clear banner and the real end date, drops live-lease actions, no closed-window nag #10976
documentStore is the one accessor for stored files #10946
owner guide says Task List is below Favorites #10964
Owner menu: Task List sits directly below Favorites #10964
notice and renter insurance PDFs upload direct to storage #10961
application documents use the shared file list and direct upload #10953
signed renewal uploads direct to storage and shows errors in the wizard #10955
staff can upload a document to an application #10949
one document store behind the seven attachment tables (views keep old names), shared upsert helper #10915
the deposit return wizard reloads the lease page behind it #10943
owner-portal a11y fixtures cover closing-letter history, loans report and maintenance tab counts #10941
Word, Excel and CSV on the vendor, bill and bank pickers, one shared list #10937
one video limit for Files inbox and inspections; a video read stops at 720 s and says which step was slow #10930

October 25, 2026

files-inbox video limit 250 MB, 800 s for the background file-reading function #10924
closing tracker upload uses the shared type list and upload (HEIC converted) #10912
default Gemini model to gemini-3.8-flash (2.5-flash is retired for new projects) #10920
video and audio in the document manager #10914
AI reads Word, Excel and CSV files #10913
one type list and HEIC conversion on every property-document picker #10912
retake the seven manual-seed Owner guide pictures for the regrouped menu #10905
portal invite reminder is timed from the real invite send time #10906
portal invite no longer 500s when the portal links already have a different primary #10907

October 24, 2026

Owner guide screenshots retaken for the regrouped menu #10895
portal invite rule summary names invites that could not be emailed; a failed send no longer blocks the retry #10881
one org-controlled reminder for renters with an unused portal invite #10884
Communication menu counts messages and requests that have no reply yet #10896
Owner menu regrouped: Communication group, moved items, Tenant Directory removed, Tenants export #10890
Invite to portal on the lease Tenants card is a checklist of the lease's tenants, with Invite and Resend on each row #10879
the intake page's submit carries ?org= so the internal-org human check applies #10869
seed the portal invite rule ON for new orgs #10891
Mobile message screen can change status, team and coordinator #10887
owner setting for how long a Tenant Portal invite is good for (default 7 days) #10886
Workflow rule to invite renters with no portal access when charges post (seeded off for every org) #10881
Switched off filter shows the orgs that are off; history download button stays visible #10882
support view of default Workflow Rules across orgs, and a rollout for a changed default #10854
an unchanged save of an Important Date or Task rule keeps its stored reset-clock value #10862
'Whoever sent the request' on an insurance request rule is badged Internal, not Tenant-visible #10859
tenant box on Create maintenance request says to choose a tenant once the lease is set #10807
deposit letter messages point the renter to the Security Deposits page, not Documents #10836
re-shoot the Workflow Rules list and rule log screenshots #10818
a Send notification to a renter is badged Tenant-visible, not Internal #10838
every Workflow Rule is labelled Standard, Customized or Custom #10852
the intake form received email runs through Workflow Rules #10792
the important date rule preview counts only what the latest sweep pass produced #10839
signature withdrawn and application received emails run through Workflow Rules #10792
chat library safety check no longer waives a never-do step because "not" appears elsewhere in the sentence #10841
deposit letters go to every renter with an email, and a renter with no portal account is invited #10831
the rule editor labels Lease rules instead of 'Applies to: undefined' #10835
a taken-back deduction is not counted next to its replacement in the ledger itemization #10829
the Important Date rule preview counts days in the org's time zone #10832
move the apply-deposit table rule above the compare-run block #10785
the apply-deposit dialog tables fit the dialog instead of scrolling sideways #10785
a waived overage records who waived it and when on the lease itemization #10825
seed the renter's rules ahead of the others so a "Stop here" rule cannot swallow them #10788
the renter's autopay results are Workflow Rules (two more Lease triggers) #10791

October 23, 2026

Workflow Rules list keeps Open and Duplicate in reach at laptop widths #10806
the renter's security deposit notices are Workflow Rules (Lease rules) #10790
renter repair visit notices (booked, moved, cancelled) are Workflow Rules #10789
renter emails for a new request and a status change go through Workflow Rules #10788
charge the tenant or write off the part of the deductions over the deposit #10784
inventory of every renter email and which ones bypass Workflow Rules #10780
finishing the deposit wizard posts only deductions not already on the ledger; relabel the wizard's paid-in figure #10720
one-off, deposit and move-in charge emails go through the Rent charge created rule #10775
the late fee and reversed-payment renter emails name the org in their closing line #10741
History tab on Workflow Rules with a Triggered by link per row; built-in alert sends and failures in the history #10727
late fee and reversed-payment rules send their own renter emails #10741
undo a deposit applied to rent, reversing the deposit deduction and the rent ledger entry together #10770
apply the held deposit to rent owed after move-out and post it to the rent ledger #10761
count the rent-ledger tenant send wrapper in the send-site inventory #10743
rent-ledger rules can email tenants, and a failed send says why #10743
insurance documents filed under their own types are logged as insurance reads #9895
a typed carrier that is not a vendor yet is refused too on a same-dates insurance attach #10093
the Insurance card says when a typed change would not be saved, and logs an attach #10093
attaching a file to the Property tax card without a bill date no longer fails #10092
Create job from a task scopes Repairs to the property first, so the system prefill runs #10722
the Return deposit wizard names the row the server rejected #10720
Create job from a task opens the Repairs tab so the system prefill runs #10722
single workflow rule GET returns lastRunAt so the time rule editor shows when it last ran #10746
rent-ledger rule editor names the trigger and the template it really sends #10723
leave the Repairs-tab ternary in loadSavedAnalysis as it was #10722
tasks can link to a related record; the end-of-life task opens the system and starts a job #10722
application rule emails get the Open the application link (pass appBaseUrl on the application path) #10694
rent-ledger rule emails name the event instead of "Application <id>" #10731
board walk keeps the largest totalCount and refuses an empty page after a promised one #10688
adverse action letter and scheduled entry notice become org document templates #10718
closing letter email passes no From address (the text body was going in as From, so every send was rejected) #10709

October 22, 2026

carry an org's own rent reminder settings into the seeded rules #10607
record a billing alert that reached nobody in the org's own message log #10609
remove three unused message templates #10634
a system past its expected life opens a task through a Workflow Rule #10711
make entry notice, adverse action email and four inspection notices org-editable #10712
closing documents email to the title officer uses an editable message template #10709
send-at hour on Important Dates workflow rules, allow day-of (0 day) rules #10686
the Category dropdown on the deposit Deductions step opens again #10706
opening a Deposit ledger row brings the Ledger entry panel into view #10631
remove the landlord signature line from the deposit letter defaults, add refresh script for seeded copies #10656
format the org mailing address in the notice objection sentence #10656
remove platform-admin escalation of undeliverable org notices #10609
rule editor shows the real default email and push text per rule kind, from the same builder the sender uses. Fixes #10694
application rule emails name the applicant and link the application; editor no longer shows maintenance wording. Fixes #10694
org controls repair-visit reminder on/off, send hour, and short-notice cutoff #10673
zero-refund deposit close-out and optional tenant email #10654
tenant maintenance reminders become workflow rules #10672
bank popups use the body font for words; only Amount keeps the figures font #10626
autopay heads-up becomes a workflow rule #10671
Record payment pre-selects the property's default bank account and no longer saves with none #10650
closing a request with open jobs asks what to do with them #10662
rent reminders and overdue notices become workflow rules #10607
Closing section under the property More menu with Send letter and Manage sub-tabs #10666
attaching an HOA statement to the HOA fee card offers the amount and interval it found #10627
Review valuation with no suggestion no longer shows the "press Use" fine print #10640
the drop summary says how many files are queued for AI to read #10644
the new-application owner alert now fills in the interest note and the general marker #10454
notice-then-remit remit-by reminders become workflow rules #10621
1098 and 1099 only tag a file when they read as tax forms, not as a street number #10642
Insurance By agency names only the kinds of item an agency owes #10632
unsigned-lease, renters-insurance and move-in inspection reminders become workflow rules #10604
Loan tab search, section and page are written to the address bar again #10628
Deposit tab Add entry menu lists Deposit charge once #10629
Up / Down buttons to reorder the default closing documents #10615
a double tap on Start no longer answers the first walk-through step #10612
known-offenders list #10603
purchase contract deadline reminders become workflow rules #10603
deposit return reminders become workflow rules with an after-the-date clock #10602

October 21, 2026

Insurance quotes comparison fits a laptop screen and Choose this quote is visible without scrolling sideways #10538
Review valuation opens a plain "no suggestion" dialog when there is nothing to review #10531
the bundle statement check opens on the property page, and the property's own check button is hidden for a bundled loan #10588
default-rule seeders append after an org's existing rules instead of using fixed positions #10580
files waiting in the AI read queue show Queued instead of No place picked #10578
phone walk-through buttons answer at once and a new step opens at the top #10560
rules that share a position run and list in one fixed order; application defaults are appended #10533
unique id for the status list body, and a warning-pair colour for the Waiting pill #10520
download a past closing letter again, and leave accountant logins out of the contact dropdown #10520
closing documents status list under More, and the org logo on the letter #10520
one main button that says what it does (File here, Accept, Save and accept, Save changes), progress while AI reads, and Ask AI to read for many files #10570
Assistant chats list shows the tenant's message as a normal text link #10539
AI filing waits out rate limits and says 'AI was busy' instead of 'could not read this file' #10542
closing letter for the title company, with org default closing documents #10520
the by-agency insurance table uses the body font, not the figures font #10535
a quote document emailed to the Files inbox fills in the property quote on its own #10528
a first payment the bank took as all interest, above the scheduled payment, adds nothing to the balance #10523
insurance agency email attaches a needed-items PDF and tells blocked agencies to email the Files inbox or reply #10521
Loan balance card on the property shows the books' Loan Payable balance, not the 30/360 estimate #10515
Loan tab of a bundled loan's property shows the bundle, its members and links to the bundle's bank statement check #10513
take the deed recording number off the Needs information checklist #10514
make the intake-code stamp non-fatal so a stamp failure cannot lose the created task #10496
create the No intake response task once per intake code so deleting or completing it does not bring it back #10496
My Profile popup fits its phone and office number row, no sideways scrollbar #10487
account page journal dates stay on one line #10486
banner on the general application page pointing at the available rentals #10492
chat offers the smoke alarm battery and furnace filter actions when the tenant's words name them #10479
after the everyday step, a slow drip stays a normal maintenance request #10481
equipment already on file counts as done in the walk-through; photos are a second count #10483
an unenrolled accountant keeps the two-factor setup banner and is let in once setup is confirmed #10421
general apply page says it is a general application; settings hint only when public listings is off #10445
Rental Listings tab panels get role=tabpanel and aria-labelledby #10442
the syndication feed advertises the org's live custom domain #10470
accountants can read a property's Notes thread (reading only) #10446
a dismissed RentCast suggestion stays dismissed, and the task goes back to its plain wording #10402
Admin Unposted GL entries subtitle names Accounting > Ledger > Unposted entries #10468
owner guide covers Units to walk, "?" help links on the walk-through and assistant screens, nightly stubs the changelog page #10415

October 20, 2026

required interest note on general applications #10445
move tab CSS next to the main-tab rules (nothing may follow the compare-run block) #10442
Listings and Settings tabs on the Rental Listings page #10442
a refused battery type names the rule, and both battery fields carry a hint #10443
Source filter on applications and interest note in rule notifications #10454
copy intake date of birth onto the tenant at convert #10452
Tenant Portal sign-in layout, option A #10438
intake letter and insurance agency links and page use the org's custom domain #10440
Rental Listings settings and the syndication feed use the org's live custom domain #10440
Admin override of the tenant chat limits per organization #10428
lock every property tab add, edit and save control and the Files upload for a read only accountant #10163
accountant guide says Files tab, not Documents tab #10145
accountants can read the property Files tab (scope=property only) #10151
an accountant who has not enrolled two-factor is sent to setup at sign-in #10421
Open in org signs staff in as the org owner and lands on the Unposted entries queue #10175
rent roll stat strip wraps at laptop widths; Refresh button drops to its own row #10412
thermostat battery type in the walk-through (Full form, desktop and phone), quoted by the chat for the thermostat actions #10324
agency missing-items email lists only item types that are missing; summary says 1 agency has #10409
Create new lease on the intake convert panel creates a new lease even when a co-tenant already converted; rent entered there is saved #10387
late-fee bulk refusal says 'no longer exists' for one row and no longer ends a row with '..' #10405
match a hose bib or spigot on its own, and 'the faucet outside', for the outdoor faucet walk-through #10403
walk a dripping outdoor faucet through when only the model calls it urgent #10379
smoke alarm battery type in the walk-through, quoted by the chat for the battery action #10324
Files inbox popup takes focus when it opens, so Escape closes it after a ?file= deep link #10201
Create entry popup shows a message beside the receipt when its file cannot be opened #10253
journal entry Posted by names a reclassification and links to it; other adjustments read Adjustment #10302
lease header Deposit held card refreshes after any deposit-ledger change #10351
Autopay leases report names the method plainly (Visa, Bank account) instead of the raw provider type #10358
Applications list shows the contact person under a business name, and searches it #10360
lease-from-document company match is labelled by business name #10383
read model answers that end with a stray quote before the closing brace #10372
lease Tenants card, popover and header show the contact person under a business name #10353
intake conversion marks the new adult primary/co-tenant as a lease signer #10367
company intake skips personal DOB, license and photo ID #10362
electric oven or stove will not heat chat action #10326
owner guide describes the first month's rent on a past start date and the First month rent card #10294
company tenants in intake, lease-from-document, screening letters #10341
lender holdback state gets its own name so the Loan tab search box no longer shows 'undefined' #10349
deposit GL per-lease balance nets a released or converted holdback against its release row #10260
Escape in the Itemized deductions popup keeps the Discard confirm open; no doubled period in the partial-save message #10343
furnace kind, filter size and water heater fuel in the walk-through; chat quotes filter size #10324
four information-only chat actions #10327
company tenants sign as Business, by Contact; no date of birth for a company applicant; lease-from-document matches business name #10336
everyday-fix chat actions, batch 2 (sink, fan, air conditioning, microwave, ice maker, faucet) #10326
company tenants on mobile, communications, lease check and Tenant Portal owner screens #10304
everyday-fix chat actions, batch 1 (dishwasher, washer, dryer, clogged toilet, blank thermostat) #10326

October 19, 2026

warn before a deposit payment is marked received before tracking #10282
drop the 'newest N of M' note while a search is active #10329
refuse the whole late-fee batch when any selected row is already waived #10211
keep the dix-table invalid-input rule ahead of the campaign-run style block; bump asset versions #10317
Void batch in the Ledger entry panel; number boxes reject letters and name the bad row; clearer partial-save message #10317
five approved emergency-routing chat actions #10325
existing chat actions use more walk-through items #10323
rental applications support a company applicant; lease documents use the business name #10307
Valuation rules can send a notification or a push #10312
keep the rent income picker styles ahead of the campaign-run block #10283
record a deposit payment as paid from rent income #10283
set the first month's rent on a past start date; lease page shows the ledger charge #10291
RentCast value proposal, value history, Review on Tasks Due, and a Valuation workflow rule #10299
tenants can be a company: optional business name shown wherever the tenant is named #10290
Autopay leases report #10296
heads-up before an autopay debit; skip the generic rent reminder for autopay leases #10295
Building condition steps in the walk-through (envelope, site, access, safety) #10288
batch tag on itemized deposit deductions: group in the ledger and void a batch together #10285
Nothing in this building shortcut for a whole building #10287
Loan page hides Estimated badge and note once a loan has a user or operator correction #10268
Security deposit ledger (GL) is one row per lease, with a tie-out to the books #10260
redraw the Finish library after a Manage brands change #10230
list the itemized deductions entry tables as written unsortable exceptions #10275
itemized deposit deductions popup (labor and materials tables, one deduction per row) #10275
deposit statement PDF no longer fails on characters Helvetica cannot encode; show the error as a toast #10271
refresh the phone walk-through when a queued photo finishes sending #10273
return the saved serial number in the guide payload #10272
inactive-brand label on the org-wide Finishes list and the property Finishes tab #10270
Reclassifications list links the original and new entries and can take a reclass back #10256
bulk approve and bulk waive of selected late fees #10211
Security Deposits list shows the total held #10265
Loans report leaves out Pending properties' loans instead of showing blank rows #10247
Security deposit ledger (GL) leaves pet deposits out #10261
opening balances no longer call a corrected loan an estimate #10258
Approved late-fee status and Approve action; default view is Accrued + Disputed #10207
Map report drop-downs show above the map #10251
Leases Missing a Deposit links each row to the lease Deposit tab #10246
label entries that use an inactive brand with (inactive) #10230
Leases Missing a Deposit report #10235
phone walk-through wizard with data plate prefill #10170
Unposted entries fix form is a popup, deferralId links find entries on any page #10233
preview and edit the insurance quote request email before it is sent #10220
Favorites in the left menu collapse like the other groups #10228
Manage brands -- make Finish brands inactive or rename them, never delete #10213
preview and edit the agency missing-info email before it is sent #10215
furnace switch, water heater switch and GFCI reset chat actions (wording approved 2026-10-19) #10172
Files inbox file opens in a wide popup instead of the narrow right-hand panel #10201
the rent job posts nothing for a property's as-of month or any month before it, and warns about earlier charges #10196
owner guide says where the Assistant chats and AI Chat screens are #10197
send the agency missing-info request to several chosen contacts with one shared link #10212
Finish library brand list follows the finish type, none for Natural, org's own brands remembered #10204
Late fees charged Status filter, waived fees hidden by default #10198
matched receipt lines fill the Create entry rows, each with a suggested category #10184
Unposted entries follow-ups - group fix across pages, log every clearing, side panel, fix path for every source #10185
walk-through guide tables, controls catalog and routes #10168
filter and tenant-guide fields on building systems and appliances #10171
Create entry popup lists the matched mailbox receipt under Receipts and documents #10183
Unposted entries queue - Change account fix, Resolved tab, per-org Admin monitor #10175
a11y scan back to green: fixtures for new endpoints, Files tab replaces Documents, four-button phone nav, Files toolbar contrast in dark mode #10161
lock the property record edit controls for a read only accountant #10163
phone Add screen can search all properties, not just the first 50 #10152
accountant mode loads reliably, entity limit applies to lists and journal, refusals explained #10162
Request insurance quotes on a property being bought #10109
owner guide section for accountants and a note to send your CPA #10145
show who entered each journal entry, flag accountant adjusting entries #10144
owner Users screen: add and manage accountants #10142
accountants can read property documents #10151
insurance agency responses run through Workflow Rules, with a default rule seeded for every org #10110
the rental application consent line names the organization instead of 'the org' #10078

October 18, 2026

map defaults to owned and selling #10124
Map report Phase filter and multi-select analyzing status #10124
property tab strip wraps instead of cutting a tab in half #10082
attach review fits the file side panel #10126
a file added for a visit says so in its history, its panel and on the visit #10052
attach a file to the Insurance card, with a review #10093
Assistant chats page (Maintenance) and AI Chat settings page (Settings) #10106
attach a file to the Property tax card, with a review #10092
Files inbox drop zone and skip message name HEIC #10079
loans report shows principal and interest paid, drops loan product and down payment, shortens the refinance note #10101
Tax forms list: set a missing Heat answer for many units at once #10097
tenant door codes check the shelf status after the read, not in the tenant query #10077
attach a file to the HOA fee or Management fee card, with a review #10090
Files inbox panel links to the insurance, tax, HOA or management fee card #10088
tenant portal copy writes an empty sensitive list, not null #10074
remove the dead Documents tab upload, filters and rows #10072
guide says Files, and where New Owner Intake went #10072
Files replaces the Documents tab; New Owner Intake moves under More #10072
tenant portal uploads reach the Files inbox #10060
phone Add shows the nearest property distance in feet and miles #10065
file panel messages also show right beside the button that was pressed #10059
Tax package CSVs keep plain negative amounts as numbers #10051
read the Workflow Rules 30-day run window page by page so Runs 30d and Last run stay right past 1,000 runs #10043
leave a gap between Open Files and Mark signed on the lease Signing card #10041
keep the original HEIC next to the JPEG copy and offer it for download #9933
Tax package guide screenshots (Overview, Depreciation schedule, Income and expenses, Loans and other) #9954
wire the Settings > Files Inbox Email entry so a click opens the inbox on its address #9849
re-shoot owner-reserve-to-transfer now that the To transfer header no longer covers the row #9853
edit a suggested split before accepting, and ask AI to look for several documents #9906
a lease made from a signed document adds its tenants without a signer email; refusals show next to the button as a 400 #9747
Income and expenses property cells count only the filing entity's lines, so they match their drill and No property is not negative #9804
suggest a split when one long scan holds several documents; accepting makes one file per part and keeps the original #9798
split the sale price preview uses the depreciation cut-off at the sale date #10006
mark a lease signed with one click from the signed copy filed in Files #9923
renters with two homes in a year can request both tax forms #10028
polish the Tax package Depreciation and Loans tabs (filters, text columns, headings) #9954
a filed document whose facts read came back incomplete offers Read again in its panel #9998
stop the Tax package Overview KPI figure breaking inside the number #9954
the daily portal-documents cleanup keeps tax form files #10024
Tax forms page and Tenant Portal tax form card load again #10012
Tax package picker lists a management entity that owns properties #9971
Tax Forms workflow rules can Create a task #9986
daily sweep deletes chat photos and videos from chats that never became a request (dry run first) #9920
never tell a tenant to turn a valve on one uncertain photo read #9888
Paid by on Record payment and Collections Aging Record payments #9943
a repair report is never given the catch-all account reply #9965
an email's files are never split by the plain sender rule #9961
keep the Tax package Overview CSS out of the end-of-file block and off KPI type #9954

October 17, 2026

accept HEIC photos in the Files inbox and the phone app, added as a JPEG #9933
AI flags sensitive files (SSN, bank statement, screening report, ID); staff only until cleared #9800
AI describes and tags photos so the inbox and Files tab search find them #9797
Settings entry that opens the Files inbox on its email address #9849
style the Tax package Overview (checklist, headings, buttons, KPI numbers) #9954
tax form requests run through Workflow Rules, with a default rule seeded for every org #9945
tenant chat reply box grows as the tenant types #9991
tenant chat reply box gets its own full row on a phone #9991
Chat library Pictures tab and image upload #9951
show a signed lease filed in Files as the lease's signed copy, and let a person mark one #9918
the Owner step list uses the Chat library's category list and usage counting instead of a copy #9968
Basis tab button list includes the split helper #9878
stop-sign words for eleven built-in chat actions; only the two Tony skipped stay exempt #9956
check a file filed to a lease by hand, and show the lease check in the lease Files tab #9905
Wisconsin Rent Certificate: Leases > Tax forms, prepare/sign/share, Tenant Portal download and request #9926
the Chat library list stays within the page-size wiring check #9950
Owner Portal switches, supply settings and usage numbers for the tenant chat's approved steps #9952
the Depreciation schedule tab draws its rows (it read d.bands; the API sends schedule.bands) #9803
files read out of a zip upload by extension, so PDFs and photos in a zip are no longer refused #9755
set an entity's filing form (Schedule E or Form 8825) from the Tax package Overview #9824
learned-rule filing reasons read '(same file name)' instead of '(same the file name)' #9957
Tax package PDF workpaper #9805
Tax package Loans and other tab #9805
short videos in the tenant chat #9883
add photos and files to the Files inbox from the staff phone app #9744
Tax package Income and expenses tab (Schedule E and Form 8825 layouts) #9804
example pictures for the tenant chat (illustrations, marked as such) #9901
first batch of approved tenant actions in the chat #9897
the Files inbox learns from a person's moves (identifier, file name, sender); rules are listed and removable #9799
tenant chat asks for photos by purpose, reads appliance labels, links the maker's page #9885
center and frame the Link a document picker #9893
the bill line Tax class field shows for any Capital Project job #9812
check a lease document AI filed to a lease against the lease record and flag differences #9754
Tax package page with the depreciation schedule tab and CSV export #9803
tenant chat shows example pictures, asks for photos, and looks at the tenant's photos #9881
tenant chat offers no-water checks before the emergency flow #9876
rule emails to staff link to the Owner Portal, not the tenant host #9872
a journal entry for a bill penalty or interest links to its bill #9833
link any document to the HOA fee, Management fee and Property tax cards; link, re-kind and unlink insurance documents #9865
a saved bill with a duplicate note says it saved and shows the note #9836
HOA fee, Management fee and Property tax cards link the document that filled them #9860
the Tax bills table fits its card at desktop width #9834
bill-line tax class for Capital Project jobs #9812
per-asset tax depreciation records, engine, backfill and Basis-tab panel #9802
HOA and management documents fill the HOA fee and Management fee cards, HOA statements become bill drafts #9756
a tax bill AI files becomes a draft Government bill (with flags for conflicts and parcel mismatch) #9752
Files inbox email address: sender matching, safe quarantine, email body kept as a file #9751
the match note says "1 entry that matches this amount" #9842
AI files each inbox file (place, type, title, date, confidence, reason), metering and duplicates #9750
stack the label/value lists in the Pending properties panel on a phone #9788
Record payment from the bill popup defaults to the next installment; subtitle states both amounts #9745
report toolbar group wraps on a phone; fieldset filter rows lose the browser border #9776
the property-documents janitor only judges property document paths #9789
guide says the Files inbox has four tabs (Trash was added by) #9782
Files inbox, Files tab and Documents tab accept Word, Excel and CSV files #9782
left-align the journal line Description on the account page in the body font #9791
the phone's Materials tab shows each store receipt's share for this job, with its items on tap #9814
Files inbox trash: deleted files keep their copy, restore with filing intact, admin delete forever #9757
a job's store receipt rows show only this job's part, with the receipt's items on click #9795
tax class on each Capital Project job, grouped at Place in service #9801
list bank withdrawals charged to the repair on the phone Materials tab #9784
journal entry detail shows what posted it and links to the source record #9785
Files inbox with drag and drop of files and folders #9749
Reports: compact header and one-row filters on every report page #9776
Edit job Costs tab lists bank withdrawal lines charged to the job #9781
property tax bill fields: tax year, early-payment discount, paid from escrow, penalties and interest #9746
one-time discounts go straight onto the ledger, dated their start date #9772
show the section headings in the bank entry Property search list #9711

October 16, 2026

show the not-owned insurance note on Pending properties #9761
installments on a bill, oldest-first payments and one tax reminder per installment #9745
loan cost write-off plan applies loan corrections #9763
balloon loans write off to the balloon date from the funding month #9759
lump-sum past improvements count in the suggested depreciation #9741
revise insurance and tax for the new storage, add tax bill installments #9011
loan cost write-off starts in the funding month #9740
Feed pull takes a transfer's bank item the other account reconciled #9737
Pending properties panel scrolls into view on a phone #9734
bank account Register opens newest first #9729
Reconcile screen: totals in one row, tick list first, later bank items below #9722
vendor bill Property picker offers owned, pending, under contract, deal ended and sold properties #9713
Bank register State filter (Open, Reconciled, Locked, Voided) #9723
Back from a reconciliation goes to its account #9720
Start popup statement date is a date picker, one month after the last completed reconciliation #9718
a quiet bank feed sync still saves the bank's balance #9716
open the insurance write-off schedule in a popup: skip write-off for Pending and Analyze properties, hold months until owned #9712
bank entry Property picker offers owned, pending, under contract, deal ended and sold properties #9711
Feed balance box on a bank account with an active feed; GL balance box smaller; sync keeps the reported balance #9702
re-shoot the Metrics tab and Posting accounts screenshots #9697
tag an owned property's headline figure Assumptions in the dashboard and the properties list #9667
read a long statement PDF in overlapping pieces; take undated interest lines #9685
the bank feed pull takes over a list tick of the same entry #9693
a payment or return ticked through its bank feed line shows as money out #9691
the Return deposit wizard, notice and remit no longer count money paid toward a non-refundable fee as refundable #9673
say why Save is off when the amount is past the $5.00 limit #9659
write the holdback over-limit amount as money ($5,000.00) #9658
one Rent or security deposit tab; one tenant payment can clear both rent and the security deposit #9680
Anyone at a domain works on Add vendor (sender check allows @domain) #9598
the bank feed pull takes over match rows a set-aside reconciliation still holds #9661
a transfer's other-account bank item no longer hides it from a reconciliation's tick list #9662
cash P&L reconciliation names a backdated charge settled twice and fees taken from processor or undeposited balances #9657
pass the chart of accounts tree option through renderPortfolioTable #9626
the Start popup fills the statement date and balance from the chosen PDF #9632

October 15, 2026

split one bank deposit into income lines by account and property #9630
Report (PDF) for a completed reconciliation #9607
Match a bank item popup lists only entries that match the amount by default #9621
Any chart of accounts account can have a same-type parent, shown as a tree #9626
record the Create vendor payee link as an inline text link #9614
Offer to create a vendor from a free-form bank entry payee #9614
the first loan cost write-off month counts one month when the as-of date is a month-end #8590
the VENDOR heading cell no longer covers the first vendor row #9596
Activate holds a financed property with no loan on record #9547
record a lender holdback at closing, show it on the Loan tab, release it #9613
Match a bank item popup leaves out the Opening balance and untouched voided pairs #9643
refresh the bundle lender line once the month fills the payment boxes #9640
a register entry a bank item created can be edited from the register pop-up #9636
owner guide: the Start step's Statement PDF field #9604
statement PDF field in the Start reconciliation popup #9604
a completed reconciliation's tick list shows what it ticked #9627
Allow a period in a chart of accounts code #9624
Match a bank item popup lists exact-amount entries first #9620
split one bank deposit across several tenants (rent or deposit received) #9616
Last checked updates after Record this check; the check note formats its balance #9588
Add vendor button on the receipts Vendors tab #9598
the lender balance check sends the field the routes read (balance), and the posted panel says Saving #9609
bundled loans take the lender's balance (optional) and the check is recorded on every property #9590
read the statement PDF on a reconciliation, tick what matches, list what is missing #9565
the register balance counts an entry put back by reversing its reversal #9587
Loan payments list can show only payments with no lender balance check #9591
the reverse lock also covers the rounding and bank fee entries of a completed reconciliation #9515
the receipts Vendors table no longer hides its first row under its heading #9596
Loan payments take the lender's balance (optional) and run the balance check in the same step #9585
an unticked bank feed item stays off the reconciliation and keeps its Feed tab match #9563
middle-click on a Leases list row opens the lease in a new tab #9529
complete a reconciliation only at $0.00; finishing with a difference is opt-in #9564
loan funding finds every line of one hand-made entry, so the second is not posted again #9579
record a matching check against the lender's statement so the Loan statement item clears #9577
retake the owner-bank-reconcile and owner-owned-properties guide screenshots #9543
reconcile on one tick list #9562
set aside, resume, and edit the statement info of an open reconciliation #9551
card Reconcile tab is a status card; New entry on a card says Charge / Payment #9556
History tab drift compares the balance as of each statement date #9571
record the applied as-of-statement-date balance correction #9552
the buy transition writes the origination row even when a loan statement was saved first #9547
store and compare the reconciliation book balance as of the statement date #9559
record the applied set-aside of the open Oct 8 Capital One reconciliation #9551
Reconciliation history names the account; an open row shows Reopened, not a Completed time #9553
keep nowrap on the Find & match amount only, so the title wraps again #9100
first reconciliation seeds only opening balances dated on or before the statement date #9554
Review and the booked block say the loan cost write-off waits until onboarding is finished #9517
bank register: an adjustment posted by a completed reconciliation reads Reconciled and is locked #9515
Pending properties page opens on Pending only #9541
open Tenants list and property Leases/Tenants rows in a new tab #9539
loan history notes show a short preview with a Show full notes popup #9533
open a lease in a new tab from the Leases list #9529
write off loan costs when the loan is dated after the opening entry #9530
a reopened reconciliation no longer locks the account or reads as reconciled #9525
the loan history note lists only the fields that changed #9521
limit the detail-id exception to the four statement views #8657
keep a statement's propertyId through the detail-id strip too #8657
the Metrics tab and a page save carry the saved seller credit #9395
loan funding account list names the other entity on accounts that book into a different entity than the property #9516
the tax forecast reads Government bills, where a property tax bill is really saved #9513
loan funding warns when the deposit account belongs to a different legal entity than the property #9497
tax forecast is the latest tax bill at its full amount, not the payments on it #9510
count property tax every month in realized operating cost, last year's tax bill as the forecast #9508
Overview Monthly cash flow divides the yearly figure by 12, not by the window's month count #9505
Review counts only the write-off months saving will post and names a month in a closed period #9496
remove the typed Last year's tax amount from the Property tax card #9484
Refinance history shows a loan with its corrections applied #9489
a loan recorded after a cash purchase keeps the cash purchase's down payment and still shows its schedule #9488
build the prepaid write-off schedule from the amount actually paid #9492
name the receiving property on the funding Review and Where each line went tables #9486

October 14, 2026

write the Loans list search to the address again #9470
Loan funding guide section, See the entries list on the booked Funding block #9414
an insurance premium on a vendor bill posts to Prepaid Insurance, matched by the bill date #9444
show only the readable line of a loan funding note in the Events tables #9452
realized operating cost counts prepaid insurance by its monthly write-off, not the whole premium when paid #9427
correcting a loan's term or balloon date redoes the posted loan cost write-off months #9436
Edit funding gets its bank account and other-property choices on a booked funding #9461
refinance asks what to do with the old loan's unwritten loan costs #9408
carried write-off stream for a refinance whose owner chose to spread the old loan's costs #9408
seller credit field lowers cost basis and cash put in #9395
keep the saved opening amounts when Edit acquisition details reposts #9416
Edit funding and Remove funding for a booked loan funding (server and screens) #9434
Loan tab schedule follows the loan on record, not the Purchase method #9432
take insurance links out on delete, void and edit; link a payment later; check bill payments in the job #9444
offer Reclassify in the register pop-up for an entry locked only by a closed period #9394
seller credit spec v2: loan sized before or after the credit #9395
activation saves the one-time opening amounts it posted #9416
check the saved purchase details before Activate posts the opening entry #9437
compact Loan tab: summary strip, one action row, terms beside funding and statement, one History card with tabs #9431
phase 1 recorded: Prepaid Insurance account 1160, four insurance tables, term backfill #9383
Reclassify button in the register pop-up of a locked deposit or withdrawal #9391
Show a Reclassified tag on the bills list rows #9415
Reclassify to another property, one line of a split entry, and a bill line in a closed period #9394
leases inherited with a just-bought property get no move-in inspection #9378
a bill payment's popup shows the category its bill was posted to, and a bill save that does not reach the books says so #9386
activation sets the property's deposit account when the org has exactly one deposit holding account #9372
a completed reconciliation no longer offers Complete or Save & finish later #9397
Reclassify a locked deposit or withdrawal, and a Reclassifications list #9391
the opening entry leaves out a loan that funded after the closing date on a property bought for cash #9388
the Reconcile panes fit the screen instead of pushing the Return Grid transactions pane off the edge #9371
a bill payment with no method shows Not set in the Edit pop-up and keeps it #9369
change the amount or bank account of a bill payment from the register pop-up #9356
Correct loan details review adds the loan amount change to the books only when an opening entry is posted #9363
Loan tab sidebar cards get their own rows so Refinance history no longer covers Current loan status #9366
the Activate review lists the expensed closing costs so it balances #9348
the register pop-up says who changed a rent or deposit payment, when and why #9345
count the loan number's last four digits in code, and say so when the number cannot be read #9326
Needs information reads the loan record for Loan details and says which insurance or parcel part is missing #9365
the schedule rebuilt after a payment correction continues from the posted balance #9349
post the expensed closing costs in a just-bought property's opening entry so the bank line equals the closing wire #9348
Pending properties panel says 'Loan from closing recorded' (not 'Statement recorded') for a Just bought property's closing loan #9361
a bill payment can be edited from the register pop-up #9339
Vendor Spend shows shares as rounded percents and a plain Avg bill note #9330
a hand-made bank entry can be edited from the register pop-up, amount included #9347
after payments, the loan date, first payment date, monthly payment, escrow, balloon date and interest rate can be corrected for the months to come #9349
a Just bought property's origination loan counts as its loan when checking Pending properties for activation #9350
a register entry opens in a large pop-up, and a rent or deposit payment can be edited there #9337
Correct loan details review keeps the minus sign on a debit Loan Payable balance #9335
Loan tab folded panel headings wrap so Record refinance and Show never overlap #9334
rent ledger entry popup hides Period on entries that never have one #9340
red main -- the Owner guide quoted a box label that no longer exists verbatim #9336
Open rent entry and view lease open the lease by its lease id, not the rent entry id #9336
the loan statement reader accepts a loan number printed with dashes #9326
say on screen when a long first period makes the first payment smaller than its interest #9178
tenant chat: a disabled choice (I understand before the box is ticked) looks disabled #9328
closing-month rent per lease, and $0 allowed on the rent ledger #9291
bundled loan statement upload shows the bundle note instead of 'confirm the payment' #9324
Loan paid from picker shows the account's last four, not '...undefined' #9322
a Just bought property is read as of its closing date #9269

October 13, 2026

written reasons for the three new bundled-loan refinance tables that do not sort #9242
write the closing cost inputs out literally so the element id check sees them #9242
guided sell one property and refinance the rest on a bundled loan #9242
choose the date a void posts on, and hide untouched voided pairs from the reconcile list #9312
tag Just bought or Owned on the Create Property start-card picker rows #9270
a reconciliation can use bank items posted after the statement date #9313
a first reconciliation starts from the account's opening balance #9311
a correction after payments keeps interest carried from a short first payment #9179
a bundled payment posted from a statement files the statement under each property's Documents #9302
reversing a journal entry gives its bank item back #9297
Analyzing loan inputs get an interest method and the payment follows it #9180
match a lender statement to the bundled loan, not one property #9243
guides describe the after-hours emergency a tenant sees #9256
help links on every remaining owner screen, and the Owner guide sections they point at #9277
rent payment, deposit received and pay a bill for the rest of a bank item in Match to saved entries #9259
repair charge and receipt files on the entry made for the rest of a bank item #9258
menu favorites -- pin up to 10 left-menu entries into a Favorites group at the top #9249
bundled loan bank link: reversing a month no longer unlinks a reconciled withdrawal, and unlinks only what was reversed #9244
help links for the ledger, accounting setup, entities, credits and ledger-report screens; eight new Owner guide sections #9276
a bank entry in a closed accounting period is now locked, so a memo edit saves alone and refreshes the journal description #9093
activate the wizard's draft leases with the property #9268
the charge notice tick box sits beside its sentence #9287
just-bought loan does not ask for what is known #9252
ask just bought or owned, closing money, credits, several tenants per lease #9252
vendor form Categories is the shared multiselect dropdown #9240
the day link filters Assistant Reviews to that day only #9051
Create an entry for the rest of a bank item inside Match to saved entries #9236
Void action on a credit transfer in the lease Credits history #9260
a ?usageDay= link filters Assistant Reviews on load; totals line singular and plural #9051
Seed Earnest Money Deposits account (1130) for new and existing orgs #9261
guides cover the Leases list, vendor bills, the loan popup, receipt sorting and card matching #9234
guides cover the tenant assistant, account help, website chat, on-call schedule and alerts #9234
bank account on a deposit payment;: transfer leg cascade;: set match adjustments #9089
Chat Usage view for staff #9051
Property Manager Guide covers the bank feed actions (create from one item, several items at once, correct, take back) #9077
Monthly loan payment list starts at the loan's first payment #9229
move the greyed-out style off the end of style.css #9222
edit a loan in a popup, Monthly P&I follows Interest counted as, Loan type list, penalty fields grey out for None #9222
keep the new loan date when the same save changes lender, number or product #9225
Pay bills and match: save button is off while the bills do not add up #9219
loan view folds loan-number corrections #9214
a bank item left only partly covered shows Part covered #9141
emptying the loan number, product or points in Loan details removes it #9195
a locked transfer's notice no longer promises a memo edit #9095
charge notice acknowledgment is a real checkbox #9185
Loans report shows the schedule estimate for every loan, labelled est. #9203
I bought it carries the analysis prepayment penalty into the new loan #9204
the Loans list and report use the books' balance only when the opening entry is posted #9134
Refund a tenant split: save button is off while the split is wrong #9141
Update by chat looks like a button, and the chat says status names, not codes #9197
Refund a tenant finds the tenant of a lease that has ended #9104
bank register balance carries in what was owed before the date window #9142
amount, transfer and repair charge in the Edit popup #9094
one place for the loan on an owned property (Loan details) #9181
assistant reviews and public chats record the owner who acted #9187
technician chat for job updates #9031
leftover credit allocation no longer blocks editing a rent credit #9174
a first payment smaller than a long first period's interest is allowed, the shortfall rolls into the balance #9166
files on a bill payment, one popup with a tab per payment #9092
the loan details editor can change the date the loan funded #9167
the calculated loan payment follows the loan's own interest method (30/360, Actual/360, Actual/365) #9159
a lender statement that matches another interest method is offered that method, in the statement review and on the loan panel #9087
Match to saved entries: saved entries list below the bank items at every width; left-align text columns #9160
a leftover allocation from a rent payment no longer blocks editing that payment #9158
after a loan is corrected with payments posted, the schedule keeps the posted months and runs the same payment until paid off #9143
rebase onto main; Property Manager guide is now 112 pages #9134
Loans list and Loans report show the books' Loan Payable balance, not the schedule's estimate #9134
checklist-change task and email link opens Settings > Maintenance defaults #9144
post one adjusting entry for the difference between the lender's statement and the books' Loan Payable #9135
correct a loan's amount and length after payments are posted; keep the original date and put the original entry back if the new one is refused #9119
Create entry in More on rows that have a suggestion or combination: Refund a tenant can split one bank item between extra rent and extra deposit #9128

October 12, 2026

Public Chats screen for staff #9045
after-hours charge notice with saved acknowledgment #9005
payKind=refund in a Create entry link opens Refund a tenant: Match to saved entries search and From / To dates sit on one line #9129
add Term and Payment due day to the loan details card; make a loan amount change all or nothing #9085
Loans tab on Loan payments, compact Loan details card, edit loan amount before first payment #9085
a late empty-search answer no longer wipes the tenant or vendor list in the Create entry picker #9125
send a checklist change to a person as a task #9035
Match to saved entries tables become cards on a phone; Remove is an action button: say how many saved entries a match actually used and warn when ticked entries get no amount #9107
show money-out amount as minus in the edit popup; plain amounts on the deposit return lines #9111
say up front that a transfer is changed where it was made, and show where a rent or deposit item is changed inside the Bank item box #9095
outside temperature for the tenant chat from the National Weather Service #9032
short-lived start token for the public chat #9043
show and edit the bank account on a rent payment #9082
bank register running balance leaves out voided entries and their reversals #9102
Find & match popup on a phone keeps the bank item's amount on one line #9100
let the owner correct the loan details until the first payment is recorded #9078
loans choose how interest is counted (30/360, Actual/360, Actual/365) #9079
edit a created bank feed entry in a popup and repost it in place #9081
public chat on the Tenant Portal sign-in page #9046
match several bank items to several saved entries #9072
create one entry from several bank items #9071
public website assistant with sign-in handoff #9007
signed-in owners can read the two on-call SMS timestamps on users #9002
Find & match popup on a phone shows the entries as cards and the totals as one strip #9056
deleting a bank-recorded deposit return from the register clears the lease's returned mark #9062
account help in the tenant portal chat #9006
bank feed on a phone shows rows as cards, hides filters behind a Filters button, and the popups open above the Bank item sheet #9041
tenant chat limits per conversation, per tenant and per org, and a log alert when the key is missing #9030
Refund a tenant choice on a money-out bank item (extra rent or extra deposit paid) #9013
assistant conversation review, corrections and replay #9010
tenant maintenance chat with AI understanding and code-owned emergency safety #9004
Create Property checklist: columns shrink inside a narrow card so Go to field stays inside it #9021
pass the two payment handlers to the bank feed payment routes lazily #8997
Rent payment, Deposit received and Pay a bill from one bank item, plus bank rules that remember them #8997
Mark Paid Pay from list offers credit cards for bills on properties we do not manage #9026
Create entry Transfer: usable accounts first, not-offered accounts under one counted group #9014
tenant assistant settings: emergency lines, greeting name and tagline, per-property business hours #9001
scope document for the document and photo inbox with AI filing #9011

October 11, 2026

Transfer from one bank item inside Create entry, with automatic match and a bank rule #8996
a deleted or voided register entry gives its bank item back to For review #8991
one place reads a card feed row's sign (bankFeedSign), used by create, transfers, rules, suggestions, receipts and loan matching #8991
read a credit card feed row's sign as money flow when creating entries, pairing transfers and matching rules #8989
read the loan schedule to the end of the month, not to day 31 #8986
file the fitted statement under Documents when the confirm does not name it #8944
move the phone-fit CSS into the Create Property inline style block #8886
Create Property fits a 375px phone: pickers stay in their cells, tables keep their labels in their scroll box #8886
receipts match and attach to credit card purchases (positive in the feed), not only bank charges #8980
use lender, property line and amount to pick among loans that end the same, and let the owner pick #8976
write off booked refinance loan costs on properties that were never onboarded #8954
the delete-case confirm names the lease the case comes off #8931
read the principal balance from the statement words when the model leaves it empty #8974
add or fix the loan number on an owned property's current loan #8960
delete an eviction case, confirm before starting one, list every case on the lease #8931
Admin Receipt vendors screen: staff review vendors several orgs enabled and promote one to the built-in list #8927
opening entry for a property bought now is dated the closing date when cash came from a tracked bank account #8965
first-year depreciation counts the partial as-of month by days #8964
an owner's corrections to a read become examples in that vendor's AI prompt #8925
a loan statement whose payment was posted is also filed under the property's Documents #8944
a posted loan payment read from a statement still offers Open the statement PDF #8958
Treat mail like this as receipts guesses the vendor from the sender's name and stacks its fields #8956
the Mailbox tab badge (Vendor not enabled) shows from the Receipts tab too #8933
Receipts list hides Date too from 901 to 1000px while a receipt is open #8941
read a loan statement that prints only the amount due (a real credit union statement) #8926
read loan statements, prefill the loan payment, post by itself for a trusted lender #8926
re-uploading an unchanged property row is not a row to fix #8939
register the 8905 file as owner of the three lock functions #8905
Reconciled and locked follow what a reconciliation cleared, not a date #8905
Bank Feed accepts items dated in a reconciled month #8935
Create Property bottom bar stays small on a phone #8946
Fill in from your documents: loan costs note, keep earlier suggestions, no $0 escrow suggestion #8945
vendor status filter reads Any status, Vendors table has its sort exception #8924
read files from a sender nobody has enabled yet, parked as New vendor, confirm #8924
owner-enabled vendor rules, New vendor confirm and 3-read trust #8924
upload result reads '1 row needs fixes' #8936
suggest the original loan term from the closing disclosure #8916
ask for the original loan term so loan costs on a brought-in loan are booked #8897
add the open-receipt panel shot to the Receipts by email guide #8903
unknown-sender cap at 50 percent of the daily AI allowance, shared allowance, loan statements use the receipts trust rule #8918
mortgage statement prompt handles the period end date, a single amount due, and two rates #8916
Monthly escrow box in Create Property, suggested from the mortgage statement #8916
Fill in from your documents in Create Property #8591
carry a held receipt onto the entry right after a Reconciliation match or a loan payment confirm #8860
owner guide screenshots for Create Property, Pending properties, upload and Activate #8817
say Files could not be kept when none of a message's files could be stored #8877
read the real Home Depot, Amazon and Menards mail #8829
read the HTML part of a forwarded vendor email when the text part is only the forward line #8908
keep Year-end depreciation rows a normal height on a phone #8899
close a missing brace in style.css that swallowed every rule after it #8899
drop the bank rules exception entry now that its headings sort #8873
owner guide section Receipts by email (setup, vendors, photos, matching, needs a look) #8782
drop the four exception entries that made sortable #8867
owner guide: activating in full, closed periods, reversing, Needs information, More closing details #8669
show the matched receipt on the Feed item and in the Create entry and Match popups #8864
guide describes the payments list on a Zoho payout #8826
Sort the bank rules list from its headings #8869
Needs information list: show empty optional closing details after a property is Active #8846
keep the Create Property start styles out of the run view CSS block #8816
Fix Create Property start step and spreadsheet upload dialog layout #8816
keep the sender's file names on receipts mail and match the receipts address case-insensitively #8794
a Pending properties link with propertyId opens that property's panel on a fresh load #8862
help anchors on Create Property and Pending properties open the new guide section #8592
keep the Needs information styles out of the run view CSS block #8682
receipt photos and scans by email, from allowed senders, read by the AI document reader; Read again #8785
mailbox receipts show a tag and Detach on the bank entry; Detach puts the receipt back on Needs a look #8781
saving a loan's paying account refuses a card, clearing or undeposited funds account #8865
Project skill points to the every-table-sorts rule #8858
matching and attaching job for receipts #8779
A blank loan ID, balloon date or prepayment field in Create Property clears the saved value #8796
Zoho payout drawer words use the body font; only money columns keep the figures font #8847
Create Property: E. More closing details and a two-group checklist #8830
the loan Paid from lists leave out cards, clearing and undeposited funds #8806

October 10, 2026

Loan payments list no longer goes blank when a payment matches the bank #8694
Needs information list for Active properties #8682
register link with a bank entry id finds the row, widens the dates and pages to it #8819
I bought it opens Create Property pre-filled from the analysis #8796
Receipts page with the four lists, side panel, attach, detach, ignore, restore, vendor names and the 90-day rule #8780
receipts classifier and readers, and the step that turns waiting mail into receipts #8778
owner guide section Bringing in properties you already own #8592
Zoho payout panel lists the payments the payout covers #8799
Pending properties list shows units done out of total #8801
receipts mailbox: receipts address, ingress routing, Banking > Receipts > Mailbox #8776
a flooring inventory item links to a Finish library flooring entry #8755
the Posting accounts category search box and filter use the body font #8813
loan from a balance: resolved view carries the statement columns, schedule built from a balance #8609
a Zoho bank account verification fee is booked to the processing fee account and its payout records itself #8798
a Zoho verification fee is named as a fee with its amount, and a payout's panel comes into view on a phone #8797
Pending properties: Source filter (upload, by hand, from Analyzing) #8788
Pending properties: assign a Property Manager to many at once #8742
Pending properties panel: edit in place, statement vs schedule note #8662
Loan payments: match to the bank feed, bulk confirm exact matches #8694
Record anyway lists only bank accounts a Zoho payout can land in #8728
Posting accounts tables use the body font for their text columns #8644
add the Banking and accounting setup chapter to the Property Manager guide #8765
receipts inbox spec: Menards emails online orders only #8766
receipts inbox spec: connecting a vendor, verification mail, rotate warning #8766
receipts inbox spec records Tony's answers and the mail shapes seen in the Zoho mailbox #8766
re-shoot the seven owner screenshots that drifted past budget after the menu redesign #8719
Loan payments: review panel, confirm and post, skip a month #8693
keep the receipts CSS out of the end of style.css #8756
receipts and pictures on a bank entry, and vendor suggestions under Payee #8756
save the five opening amounts on a Pending property #8752
bank lists scroll with the page instead of inside a 70vh box #8762
book refinance loan costs and costs expensed now to the ledger #8723
Look back on Banking > Zoho payouts (read and record the last 7, 30 or 90 days) #8735
monthly loan payment review list with proposed payments #8692
upload a spreadsheet of properties, loans, improvements and units as Pending #8583
accept the new page layout for the year-end depreciation section in the Property Manager guide #8732
the Finish library can hold flooring #8739
Create Property: units, tenants and a required Property Manager #8629
owner guide section for Banking > Zoho payouts #8737
repair the two checks the deposit change turned red #8716
Zoho deposit payments behave like rent payments (link fee, payout match, fee on deposit ledger and Fees tab) #8716
Zoho deposit payments behave like rent payments (database change) #8716
year-end depreciation preview has its own address; owner guide section #8655
refinance records loan costs and costs expensed now as two separate fields #8711
choose the bank account a loan is paid from #8691
repair the red checks on the late fee delete fix #8641
deleting a rent-ledger charge also removes its fee and management-fee journals #8641
record Zoho's processing fee on the payment and post it as a bank fee #8703
show Zoho's processing fee on the payment, add a Fees tab with export #8715
bill line and journal entry account selects are searchable with group headers and tags #8698
Activate deposit-cash picker leaves out credit cards and the payment clearing account #8676
bank account pickers show the account purpose, with headers when a list holds several purposes #8709
keep Pending properties out of the remaining reports and reserve roll-ups #8706
monthly loan cost write-off for onboarded properties #8590
Activate carries the saved purchase figures into the property inputs #8630
Pending properties stay out of the remaining owned-property surfaces and background jobs #8636
Banking > Zoho payouts screen with Check again and Record anyway #8671
properties with no onboarding record are treated as Active for land share changes and land splits #8653
save the deposit bank account on the property at Activate and default new leases to it #8668
payout check compares gross to gross and records payouts that include refunds #8672
Category or account list marks categories vs chart of accounts and shows account type #8679
Activate property amounts use the wizard's label-above-input cells #8673
record the Zoho Payments clearing -> checking transfer when a payout is paid #8618
Activate step asks which bank account holds the tenant deposits; a new account is added with an opening balance on the opening-entry date #8664
reversing an Active property's opening entry returns it to Pending; a repost keeps it Active on the new entry #8665
Activate property (preview, post one opening entry, turn Active) in the wizard and in bulk from the worksheet #8582
Pending properties worksheet (list, counts as filters, search, sort, paging, side panel) #8581
Back button uses the in-app history check, not the tab-wide history length #8587
year-end depreciation screen (preview and post for every property) #8587
financial statements keep propertyId in the address on load #8657
Basis tab copy: panel note no longer says nothing posts; Depreciation taken card names years posted here #8585
change the land share after posting with a previewed adjusting entry #8588
yearly depreciation record, suggested amount, and posting (Dr 6200, Cr 1510) #8586
Basis and depreciation tab on the property page #8585
re-draw the 'Financial reports open on' card once the admin flag is set after a cold load #8566
split land from building for properties that already posted a single-account opening entry #8589
Pending properties stay out of the Owned list and the rent roll reports #8628
Cash Flow does not call equal amounts a gap when the Profit & Loss is incomplete #8553
opening entry v2 - one as-of entry per property #8579
redesign the bank entry popups (entry, statement payment, transfer) #8616
bank entry lines collapse Units, Repair and Replaces under Details #8626
name what the cash P&L reconciliation leaves over; warnings list their records #8567
Create Property wizard (Pending draft, menu items, Opening Balances skips Pending) #8580
Settings takes over the left menu, with search #8612
split land from building in the opening entry; keep posted single-account entries as they are #8578
property onboarding record table and admin API (Pending or Active, as-of date, land share, depreciation taken, closing-cash source) #8575
orgs can add their own bank entry categories #8607
past capital improvements table, admin API, fixed-asset schedule rows #8576
lease header Deposit held tile shows money received, matching the Deposit ledger #8558
record Plaid's $0.30 per item per month price in the bank feeds spec #8548
transfer pairs skip archived and other-entity accounts; refresh the other side of a pair #8561
seed Land, Unamortized Loan Costs and Loan Cost Amortization accounts for new and existing orgs #8573
bank rules: pre-fill Create entry with payee, category and repair for a merchant #8406
cash views drill down to the cash behind an amount #8554
Documents tab badge says Unsigned instead of a bare 1 #8571
Cash Flow statement can be filtered to one property #8552
Cash Flow shows owner money separately and proves operating equals cash net income #8553
do not print the Accrual / Cash switch; the basis label stays #8551
cash P&L reconciliation names receivables charged for owners #8555
spec records the remaining decisions (Activate property, Active state, depreciation suggestion, escrow, loan costs, drafts, defaults) #8539
cash P&L reconciliation names management fees held in trust and deposit interest owed #8545

October 9, 2026

guide section for cash and accrual statements, Cash Flow and the default basis #8497
Keep the function in its owner file #8536
A managed property with no management fee rate is treated as 0 percent #8536
spec for onboarding existing owned properties (cutover model, basis, current loan, past improvements) #8539
Match popup offers an adjustment when entries add up to more than the bank item #8516
Create transfer from two feed items #8522
one upload button next to the signing buttons; Documents upload hides while it shows #8534
Fee charge is recorded before the payment in a batch #8530
Total Refundable Deposit Held counts money received only #8531
Cash Flow counts money held at the payment processor as cash #8528
keep the tenant Communications list inside its container #8526
Create entry from a bank item, with optional Charge to a repair #8400
organization default basis for Profit and Loss and Balance Sheet #8495
exact cash Profit and Loss, oldest unpaid charge first #8494
tenant Financials: planned deposit row, lease links, Lease picker, deposit figures #8489
move the Find & Match popup out of the hidden reconcile main so the Feed tab can open it #8399
start a reconciliation with a feed, pulling posted bank items in as statement lines #8405
Match popup for feed items (one item to several entries, several items to one entry) #8399
tenant Financials tab shows the security deposit and a Total owed that includes it #8489
cash-basis Balance Sheet and an Accrual / Cash switch on Balance Sheet and P&L #8493
Feed tab on a bank account: status tabs, search, filters, paging, bulk exclude, own URL #8398
connection health: sign-in-again email and Reconnect, turn-off grace, connected accounts in Admin #8404
a repair install can take out what it replaces; Mark done says what was installed #8413
Cash Flow statement (operating, investing, financing and money held for others) #8496
owner-signin shot now captures /login (the apex is the landing page since); re-shoot owner-signin and owner-property-maintenance-history #8462
New lease wizard, and Activate now posts the move-in charges and emails what is owed #8456
Activate a replacement lease behind a tenant who gave notice with an early move-out date #8468
Email everyone liable on the lease when a security deposit charge is posted #8457
Owner guide plan prices follow the plans table #8460
Move Inspections report subtitle no longer shows an internal ticket reference #8455
lease Documents tab shows Download to sign on paper and Signed on paper, no copy as buttons like the other two #8461
Plan price in the plans table, synced to Zoho Billing, with a public plans endpoint #8450
Activate the next tenant's lease while the current lease is on notice, when it starts after the move-out date #8443
database sum rule so several bank items can match one book entry #8394
purchase-line pickers -- Replaces names, item-line accounts, property repairs, books #8410
lines all on another property read as that property, not "+ 1 more" #8376
a repair's Materials list shows receipts logged on another repair that have a line for it #8375
long-list filters are type-to-search boxes everywhere #8379
the database refuses to delete a source record while journal entries still point at it #8351
bank register and repair receipt lists name the other properties a purchase's lines are on; labels #8334
line Property on the computer and phone purchase screens; lists show every property #8334
purchase lines may name their own property (database and server) #8334
one serial number per live piece of an inventory item, on every path #8359
repair lists tell same-titled repairs apart; another repair's receipt line is Materials #8358
a property's actual operating costs leave out shop and stock lines, matching its books #8344

October 8, 2026

a Shop, no property line counts toward no repair's cost #8341
Replace from stock lists the same spares on both screens and keeps the ledger whole #8335
refuse to delete a vendor that still has bills (the cascade left their journal entries behind) #8351
phone receipt job lines pick their repair, as on the computer #8333
split a service line across units on bank and receipt lines #8267
phone system links open the system screen; desktop supply picker finds the right items #8338
receipt lines count toward the repair the way bill lines do #8329
the stock movement log records the common area of a property use #8305
phone receipt lines offer what the computer receipt offers #8326
a zero-cost lot or use posts no journal entry #8251
guide notes for editing an equipment piece and for skipped and cancelled stops in the campaigns list #8314
Use stock on a property can go to a common area #8253
the Inspection campaigns list reports skipped stops ('0 of 1 done, 1 skipped') #8309
a split Mark done > Replace gets an Undo on its success notice in the Upcoming Maintenance report #8298
the Inspection campaigns list leaves cancelled stops out of its 'X of N done' total #8282
Finishes filled by a use drawn from several stock lots follow the whole use #8265
Create item on an unmatched scanned receipt or bill line; bank popup preview names the account it was opened for #8269
one set of words -- Supplies and Equipment in Inventory, Building systems on the property, no more Machines on screen #8194
screens -- counted items ask added or replacing, Replace offers From stock or Bought for this job, serial optional at install #8194
place in service capitalizes every cost on the project's jobs -- stock used, receipts, labor and bank withdrawal lines, not only bills #8258
mobile lease status badge says 'Move-out notice', not 'Notice given' #8277
campaign day sheet totals say '1 stop - 1 system', not '1 stops - 1 systems' #8279
Inventory expensed-items note agrees with the count ('1 expensed item is not kept in stock') #8275
the workflow rule log says who was actually emailed, not what the rule's settings say #8259
expensed items are off the Inventory list under every filter, with a link under the list that opens just them #8224
the coding grid's match error shows the server's message, never a bare error code #8246
bank withdrawals, repair receipts and the reconcile coding grid list what was bought with the bill's line editor #8246
the renter's notice is called 'move-out notice' everywhere in the UI #8230
an installed machine's sheet reads Installed, not Unknown #8254

October 7, 2026

installing a serial machine on a property names the machine on its use movement #8209
item kinds on the item form (desktop and phone), one record-type list, expensed items out of every picker #8189
a machine received into storage takes the location's property, not an old stock row's #8161
closing a job opened from a Maintenance list job row returns to the list and clears ticketId #8210
History tab shows Notice given and Notice cancelled rows #8211
Cancel notice returns a lease under notice to Active #8211
Review step courtesy preview shows a courtesy note when the stop also sends an entry notice #8219
an empty crew day prints 'No stops' and no notice-not-confirmed footnote #8227
equipment never rides a bill line, honest Receive note, repair completion and place in service link the installed machine #8188
One workflow-rule email per person per event, naming every rule that matched #8202
Workflow rule email and run log say which rule fired, what happened and who was notified #8202
Property Manager guide covers Inspection campaigns (four steps, saved campaign, PDFs, phone run view) #8184
checkout sends a compact lease reference so a fee of $10 or more is not cut off at Zoho's 50-character limit #8204
reject unknown intervalActions keys on campaign create and patch #8187
Inspection campaigns link in the Tasks menu, below Maintenance #8177
equipment on the inventory ledger (serial machines, desktop and mobile UI);: warehouse machines need no property;: Inventory CSV download #8147
Undo of a stop move, tap-to-reveal door codes with an audit log, and saved notes on No access and Tenant not ready #8146
planner follow-ups: readable item labels, org-zone times, org-local mark-done date, day-sheet footer #8140
planner screens get Undo move, tap-to-reveal door codes in the phone view, and saved notes #8146
Inventory Receive offers only operating, credit card and reserve accounts, and preselects only the default operating account #8123
phone run view names the units #8133
phone run view -- today's next stop with Navigate, Done, No access, Tenant not ready #8115
Property Manager guide covers Inventory (items, receive, move, use, return, adjust, count, reorder, labels, mobile) #8095

October 6, 2026

saved campaign screen -- numbers strip, day tabs, stop actions, PDF downloads #8113
day sheet, paper-notice packet and campaign summary PDFs #8114
run a scheduled campaign -- finish stops through mark-done, cancel stop/day/campaign, move one stop, paper delivered, summary; stops list accepts stopId #8113
Owner Portal screens for the mass inspection planner (list, four-step wizard, stop popup) #8110
hourly sender for mass inspection campaign notices #8112
integration teardown removes the auto-created listing row first #8111
consumables and detectors on the new Inventory #8118
retire the old per-property Supplies UI and supply routes #8057
ask before discarding unsaved changes when closing the job popup #8089
open a Maintenance request or job in a large popup over the list, with Previous/Next #8089
orphan janitor treats inventory item photos as referenced #8077
Property Manager guide covers the new Requests and Jobs filter header, Views, and Planned later #8067
stock adjustments with reason codes; adjust reason recorded in Movements; Receive paid from bank, + New repair in Use #8085
capital integration cleanups retry the property delete when the draft-listing trigger re-creates the listing #8090
desktop catalog item picker on bills, Reorder view, label print buttons #8054
Maintenance Jobs tab gets a Views menu and a Columns picker #8042
Planned later chip on job lines inside a request (request detail and board sub-rows) #8080
vendor bill and receipt Inventory lines can name a catalog item #8054
inventory item catalog, stock-by-location split and movement ledger #8048
inventory QR label PDFs and low-stock notification #8056
inventory API (items, stock by location, ledger, receive/transfer/use/count/locations/lookup) #8049
Planned later: hide far-off scheduled jobs until a lead window #8034
restore the Capital page Edit view button toggle that the dead-id cleanup removed #8035
Requests tab header matches Leases and Jobs: multi-select chips, More filters, Views menu #8035
owner statement lines drop deposit account plumbing and show category labels, not raw codes #8029
Delete a capital project, or a job on one, created by mistake #8037
Maintenance Jobs tab gets the Leases-style multi-select filter header #8033
drop the Zoho Desk database objects (stage 3 of) #8025
fix the three red checks on the Finishes tab (theme tokens for the age badge, no hex, pager count 9) #8018
remove the Zoho Desk integration code and Settings UI #8023
Owner statements polish, Generate disabled for management entity #8007
snooze the Lease renewal decision reminder on Important Dates #7980
Owner record showed 0 properties: single-owner lookup read a head-only count from data #7898
seed and verify scripts no longer write to the dropped invoice tables and Zoho columns #7964
Zoho Books removal step 2b -- drop stored-invoice tables and ledger Zoho columns #7964
re-shoot owner-message-tenant; remove the permanent Loading note on Tenant Portal Providers (left behind when the Zoho Books loader was removed in) #7921
bank account header refreshes after a reserve transfer or top up #7984
Operating Entity summary tiles share width evenly and wrap their sub-labels #7955
stop reading the stored-invoice tables #7963

October 5, 2026

Owner statements -- monthly, cash basis, frozen once sent, email + PDF #3465
Property Manager guide -- Keep your reserve in a bank account #7902
Done and Snooze on Important Dates rows (tasks and repair items); guide updated #7972
admin audit rows for paint brand refreshes and charge types were silently lost #7975
Zoho Books database removal, step 1; restore deposit payment reconcile #7964
Linked record card opens repair items and visits #7934
wide two-part Task popup with linked record card, status and Mark complete, searchable assignee chips #7934
refresh guide PDF baselines and the ID 303 entry count after the Zoho Books removal #7962
rent is ledger-first -- credit covers the oldest charge whatever its date, no applying payments to charges #7941
move the owner payouts routes to routes/owners/ #3466
Owner payouts -- record-only payouts that take untaken fees in the same pass #3466
link popup showed a $0.00 share for an unlinked track-only property #7902
Owner record page replaces the below-grid panel and narrow popup #7898
Overdue rent summary counts tenants, not invoices #7946
capital project record Funding, Documents and Accounting tabs #7849
tenant Financials tab lists charges beside payments and past due counts only charges already due #7935
project warranty files start attached to the new component at place-in-service #7932
property reserve kept back in trust (v1) #7885
Operating Entity record page (summary, properties, owners, bank accounts) replaces the edit popup #7899
Maintenance triage and Applications landing rows open the record #7926
the Own-phase draft-listing backfill skips an analysis deleted mid-statement instead of failing the caller #7890
Tasks due rows open the task; Task List badge shows the task's real source #7923
repair item Date completed only while status is Done #7922
capital projects cleanups (dead routes, A8-A16, polish, Accrual History copy) #7850
Overdue rent widget rows open the lease Rent tab, View all opens Collections Aging #7912
important dates rows open the actual record; readable CapEx label; rule tasks never born overdue #7910
reserve bank accounts -- Owner Portal screens #7871
channel note names tenants in full instead of first name plus last initial #7883
hide Message a tenant entry points for orgs on an outside helpdesk #7883
Admin > Tools > Paint colors (brands, preview-first refresh, view-only catalog) #7881
the auto request's system thread row no longer blocks closing it #7835
Message a tenant: start a one-off thread by email, text or both #7883
Finish library editor fills a color from a tint ticket photo #7893
every capital project draws on the reserve; Funding source becomes a note #7863
Read from photo -- the AI reads a tint ticket or can label into the finish popup #7869
record-list headers follow their cells; self-owner checkbox says what it does #7877
a zero-match Leases URL keeps the filter toolbar #7525
Legal entity field on the bank account create/edit form #7876
capital DB gaps -- re-tag backstop, no $0 promote, reopen on new job, plan drilldown #7848
Messages/board List rows show the +N participant badge like the Kanban card #7708
Units list building/shared rows get the dense-row tooltip too #7856
tenant GET /payments drops the dead invoices and payments queries #7840
Capital Projects holistic review fixes #7843
tenant replies reach the Coordinator through the seeded assignee rule #7758
Discounts deep-link scrolls use behavior instant so the ledger re-scroll is not skipped #7520
bare leaseTab=discounts link re-scrolls to Discounts after the rent ledger renders #7520
staff and tenant replies can carry attached files #7786
inset the lease-card subtitle (First month proration) to match its grid #7826
Change time sheet says Nobody will be told while Don't notify is ticked #7770
saved views can show on Maintenance, Messages or Both #7802
each org sends tenant texts from its own ClearlyIP sender; platform sender kept for sign-in codes #7799
Dashboard capital cards move to the Own pane #7807
Capital cost lines, template editor, and Save as template #7722
staff emails deep-link to the ticket; mentions on message tickets open Messages; drop unused owner GET /messages #7797
Capital page "Save this view" on the shared saved-views table #7710

October 4, 2026

cancel-with-cost choice reads as body text, and a cancelled project shows no over-budget figure #7700
warranty documents on a component (several per component) #7765
pass the ClearlyIP sender to staff text replies and visit notices #7793
capital project cancel polish (Work done, open-job check order, confirm tone) #7778
Move job popup lists requests with no category, drops the empty-tenant half of the notice, Escape works after a backdrop click #7783
the staff reply email to a tenant carries the whole reply and its attachments #7777
staff mobile lock codes: Change codes on the System screen, code fields on Replace, replace label/date sent where the server reads them #7779
finish the visit notice after the response is sent (waitUntil) #7738
retire the capitalize/reverse popups and per-property routes #7766
Messages is the Maintenance board in its messages scope #7730
Move to another request on a job row (search popup, one-step move, tenant notices) #7767
staff mobile Jobs list and Change time sheet, plus the Work strip and Messages tab #7732
finish photos, paint-job prompt in the repair editor, server-paged Finishes list #7740
tell tenants when a job with a visit window leaves or joins their request #7738
Budget changes table on the capital project Overview #7725
tag every tenant message with its channel; first text and merged inquiries keep replying by text #7744
Scheduled visit stays hidden on a message ticket after the job list loads #7728
Capital Projects P4 -- Plan by year, plan coverage, add ages, Needs a decision, Initial rehab check #7698
staff reply goes to both text and email when the tenant used both #7746
texts answer their request, and "This time doesn't work" replaces a call #7717
Tenant Portal says 'Technician tomorrow' for a visit on the next org-local day #7729
Capital Projects P6 -- abandoned-project expensing (5940) and one reserve draw per project #7700
Messages opens the real ticket detail; tenant link follows the ticket category #7728
Property tab gets a Properties | Units | Leases strip; property name on screens inside a property #7723
tell every tenant on a request when a repair visit is booked, moved or cancelled, and send the evening-before reminder #7715
Messages list shows primary tenant plus +N and searches any participant #7708
nav-anchor count includes the Capital projects entry #7696
Capital Projects P2 -- Capital page, project record, new-project popup, property Capital section #7696
integration teardown removes the Own-phase draft listing before the analysis #7695
participant chip row on the owner ticket detail, Add from the lease's linked tenants, +N on board cards, board search finds any participant #7690
mobile Property Overview Open requests tile counts scheduled requests #7677
Send renewal offer: name only a lease-linked portal user on the ticket #7681
seeded rule - remind the sender 15 days after a renewal offer if no new lease is recorded #7653
bind closeRenewalOfferForLease in the PATCH-lease eval sandboxes #7652
Renew lease prefills from the renewal offer, writes final terms back, and resolves the offer ticket #7652
lease renewal offer: Send renewal offer button, popup and one general ticket for all co-tenants #7651
drop invoiceNoticeRecipients389 from the fixed-window known-offender list (no longer slices by window) #7644
remove the Providers-page manual payments card and the owner /payments routes #7644
Retry on an empty GL deferrals list says Nothing needed posting, not 'may need attention' #7670
tell the tenant when a one-off charge is added (ledger-only charges) #7662
Manual orgs post ledger charges only from the lease-page New invoice form #7654
exempt the org's own (internal) owner from the per-owner trust refusal; reword the owner note and list outside owners that would be refused #7650
seed 'Lease ending soon' task rule 60 days before a fixed-term lease expires #7649
Keep billing the current rent when a fixed-term lease passes its end date (holdover) #7641
Print statement shows the tenant text, never a job's internal notes #7633
seed Termination Date and Notice Period Days for 5 day / 28 day notices #7645
stop creating a stored deposit invoice at lease activation for manual-provider orgs #7640
Create jobs from move-in/out inspection findings #7278
Deposit repair link - typed tenant charge, statement text, once per job #7633

October 3, 2026

Tenant page in the Lease page's shape (header cards, buttons, tabs, ledger money) #7624
deleted records no longer leave GL deferrals behind; Retry and the sweep remove existing orphans #7508
Owner Portal board shows unread replies per request for the signed-in user #7618
Maintenance requests List keeps its sort in ?maintSort= #7619
Chat tab unread count on the staff-mobile job screen #7590
Add job card pickers show open-job counts, vendors by service type #7557
Work done asks the tenant Was this fixed?; Stuck? pushes the Coordinator (part 3) #7538
turnover dialog ready-by date and board-row progress bar (part 2) #7538
Back button on the property-scoped ticket list in the staff phone app #7611
Deposit ledger ordered by accounting date, running balance walked in that order #7519
ticketActivityNotify332 expects the Work done tenant label #7535
maintenance polish -- requests/Coordinator/job/Work done wording, maintenance vendors only, unsaved-change warning #7535
mobile Open requests tile no longer counts disputes the Tickets list excludes #7602
URL state for Listings, Applications and Prospects, and the Leases sort #7570
owner guide sections for Lease Renewal Outcomes, Move Inspections and AI Damage Review #7554
moveInspectionOwnerUi2902 bounds its return-block slice by the closing brace #7538
note and photos on a maintenance completion, plus the phone Maintenance tab #7586
maintenance board searches on the server, pages of 50, seeds number every request #7536
lease header Term fact no longer clips Month-to-month #7519
drop leasesListLinks1661 from the fixed-window known-offender list (its slice was converted) #7526
dense one-line rows on the Leases, Tenants and Units lists #7526
staff-mobile job screen, part 2 -- Job / Request / Chat tabs #7532
integration suite proving tenant invisibility of internal/vendor rows and job columns #7537
a status moved by booking or clearing a window fires job status rules #7575
apply the compact lease-card title bar to the Rent, Maintenance, Notices & legal, Documents and History tabs #7545
Deposit tab ledger table gets the Rent tab's record-list styling (was monospace, right-aligned report style) #7568
reconcile summary adds the beginning balance, so later reconciliations can reach zero difference #7518
running Balance in account activity follows display order for same-date lines #7512
job editor shows its request and real Target; Add job is a repair titled by the subject #7533
Deposit tab is one Deposit ledger card mirroring Rent; no Manage deposit #7547
rename the lease Ledger tab to Rent #7546
late-fee and deposit disputes are messages, not maintenance #7543
link the lease on each Issued Documents row #7373
sort Vendor and Category across the whole filtered set in the bill lists #7373
sort the derived Tenants columns across the whole filtered set #7373
templates without a field layout show and print no notes #7527
Send notice only lists notes the selected template draws #7527
fix request saves on Scheduled, mobile job-status overwrite, false task toast, swapped help text #7523
let the tab code own leaseTab so a bare leaseTab=discounts link opens Ledger; clear unknown leaseTab values. Fixes #7520
tenant replies work again -- thread clock-stamp trigger is SECURITY DEFINER #7511
Open requests tile links to the property's Tickets list; Who to call shows office and mobile phones #7466
scope resolver call-site count to GET /api/tenants (lease detail is a third caller,) #7471
message-history detail scrolls to top; Opening Balances text columns drop mono font #7405
users carry an office number alongside mobile; Users page and Profile edit it #7460
disconnecting a payment provider keeps payment instructions; edits log prior text #7461
Zoho Payments reconnect keeps widget API key and autopay settings #7455
Property Manager guide describes the Requests/Jobs maintenance board #7307
mobile Property screen -- property list landing, Overview/Units/Leases/Systems tabs, property notes #7451
run-tag the integration values that sit under per-org UNIQUE indexes; document 1052 as serial #7478
reconcile screen keeps credit-card wording on direct load or refresh #7462
part 3 -- system/appliance Service history + vendor Jobs list #7243
part 3 -- 'Techs can message tenants' org setting + 'You're doing job' banner #7244
allow explicit $0 on charges, concessions, deposit setup and deductions, loan holidays and empty projects #7449
Opening Balances: fold extra blocker notes, keep accounts table inside its card #7457
post $0 journal entries for every source, not only supply lots #7446
every GL deferral source has a retry; owner search covers tenant names; admin list says what each row is #7435
a zero-cost supply lot posts a $0 journal entry; lease and supply-lot deferrals get a retry function #7437
GL Deferrals shows what each entry is, links to the record, filters/searches/sorts, and Retry covers vendor bills #7433
the GL deferral retry sweep also retries vendor bills and vendor payments #7435
header sorts for Credits, vendor credits, Deposit Interest and Property Owners (whole-set, blanks last) #7402

October 2, 2026

account page reconciled State, Source filter, CSV export and tenant-name search #7397
Rent Ledger Send statement emails every liable tenant a debit/credit statement #7350
Deposit GL Property/Lease and Late Fees Property/Tenant/Status sort across the whole filtered set #7389
move the Recent strip block above the roll-up mirror #7243
job appointment window -- staff set it, tenant sees and is told #7345
sortable columns and vendor links for Tenants, Vendors and the three vendor-bill lists #7373
deposit Record payment popup takes the same Method + Reference #7365
lease-page Record payment takes Method + Reference, same rule/description as Collections Aging #7365
Add as bill from a vendor's emailed attachment #7375
tenant document-available email link is absolute and honours the org's custom domain #7317
My work, Stuck? buttons and quick replies on staff mobile (part 2) #7244
add 5170 Closing Costs Expense to the seeded chart and backfill existing orgs #7315
sign credit-card reconciliation like its statement (liability account) #7419
statement amounts drill to the account's journal lines for the report window #7370
retire the credit-card statement-cycle engine; cards reconcile like bank accounts #7416
Done-by users auto-watch the request while their job is open (part 1) #7244
recompute the open credit-card cycle's opening balance from the GL before closing #7409
To vendor from the request composer (part 2) #7242
attach the deposit letter PDF to deposit-document emails #7376
Turnover checklist redirect actually scrolls to the card (retry until laid out) #7324
skip Playwright's apt install when the runner already has every package #7359
Repair timing tables sortable on the shared renderer; Upcoming Maintenance links #7357
two-way vendor email part 1 -- signed work-order Reply-To, vendor replies routed onto the job #7242
Ledger reports: link record values, sort what the data can sort #7356
request customers and paymentmethods scopes when connecting Zoho Payments #7381
show autopay setup errors inside the autopay card #7364
impersonated autopay consent is an inline checkbox, no confirm loop #7364
Rows-per-page picker now takes effect on Tenants, Manual Payments, Property Owners, Issued Documents, Late Fees. Fixes #7358
tenant sees one plain-language update line per job (part 2) #7241
Opening Balances - split closing costs into Cost Basis and Expense, repost out-of-date entries, bank and credit card opening balances #7313
turnover part 2 — checklist editor, + Turnover dialog, editable ready-by, Overdue badge #7240
append the Required Disclosures packet only to a notice that prints the pointer to it #7321
Add job / link repair refused with a 409 and hidden on non-maintenance requests #7301
Tenants and Units list filters are multi-select, like the Leases list #7288
staff mobile app signs in with org Zoho SSO #7311
user-saved maintenance board views (personal by default, optional share with the org) #7291
Send notice form shows and overrides every *_note field #7300
Send notice form prefills Amount Due and Cure Deadline, Cure Deadline is a date picker #7296
notice box render allows every blank-by-design *_note field empty (late rent notice could not be sent) #7294
Team / Coordinator / Done by labels, Coordinator auto-default, Done-by default, Source + Request type rule conditions #7237
board filter row (Property / Team / Coordinator / Done by / Source / Type) + saved views (part 3 of 3) #7236
capital boundary -- capital/forecast off the maintenance side; no crossing once an item has costs #7239
board tabs Requests / Jobs / My work / Done; Repairs list becomes the Jobs tab (part 2 of 3) #7236
findings from one visit share one Inspection follow-up request #7238
board shows each request's jobs as sub-rows; job-ref search (part 1 of 2) #7236
Leases list ignores superseded responses and keeps results visible on refetch #7227
every job gets a parent request in the database; property-level requests (part 1 of 2) #7264
refetching a server-paged list no longer hides the toolbar, so back-to-back filter ticks land #7227
request status rolls up from its jobs; panel shows why (part 2 of 2) #7235
staff mobile Mine includes tickets I'm the tech on via a linked repair item #7230
map message-less document-upload error codes to plain sentences #7189
add scoping/review-only section to the worker playbook #6743

October 1, 2026

fix vendor/maintenance-user pickers showing empty on a ?repairId= deep-link open #7191
Bank Fee Charged/Paid in the Collections Aging batch drawer #7208
Leases list filters are multi-select, Status defaults to non-terminated #7210
re-render the work-order box once the saved vendor is selected on a deep-linked repair item #7128
edit and delete supply items; notes in the repair supply picker #7178
lock Zoho hosted checkout to the charged payment method #7206
let the user pick which bank account a vendor bill payment pays from #7162
vendor work-order send sets Reply-To to the unmonitored noreply@returngrid.app (item 3) #7161
show previously signed-off totals after a repair cost reopen #7180
treat a vendor-bill document as PDF when its storage path ends .pdf #7189
Send Work Order -- vendor work-order draft/send routes, dialog, templates, tenant-code disclosure audit #7129
PDF receipts on vendor bills get the receipt scan, budget gate and call log #7179
quick-add a vendor from the repair item (pop-up, duplicate-name warning, selects the new vendor back into the picker) #7172
charge individual repair cost lines to a deposit deduction (with) #7008
record the real signer/reopener on repair cost sign-off #7168
fix misleading '0 of 8 units' refusal when deleting a used materials receipt #7139
Assignment tab - independent maintenance-user and vendor pickers, work-order status box #7128
tighten detail-grid label spacing so a wrapped 2-line label doesn't crowd its value #7139

September 30, 2026

repair item cost sign-off gate #7007
vendor bill Property picker lists owned properties only and is type-to-search #7142
give vendor bill row actions real spacing instead of touching buttons #7145
reverse a rejected vendor bill line by line; count bill-keyed reversals in capitalization #7134
compute a real Next invoice date on the rent ledger card #7141
rejecting a vendor bill applies's inventory-lot rule #7138
one property per vendor bill; GL context from the bill's property #7126
Costs tab cards full-width and bordered, + Add vendor bill #7006
materials receipt company-account payment restricted to operating accounts #7052
reject an under-remainder inventory quantity on a materials-receipt partial split #7091
only send a deposit-ledger patch field when it actually changed #7100
hide the three Save-the-repair-item-first notes once the item exists #7080
surface the inventory-lot-consumed delete refusal as 409, not 500 #7105
style block-level .hint outside a field label in the Owner portal #7098
System Defaults appliance-growth hint rendered at body size -- use field-note #7098
mobile Log Hours surfaces the real not-a-maintenance-user message #7052
fix deposit-ledger edit confirm's held projection, reason bug, and modal overflow #6443
block the silent $-gap partial-split path on itemized material receipts #7005
AI receipt-scan for vendor-bill document images #7066
deleting a credit-card register row refreshes the Amount-owed headline #7060
numeric-aware sort for the staff mobile property picker's Address mode #7033
eviction-waiver payment confirm no longer says the wrong thing is undoable #7082
show repair supply-use line and total costs to the cent #7080
show the Tenant door-access code, not just Staff #7037
exclude the current email from GET /api/users formerEmails #7064
refuse editing a rent/deposit ledger entry that has already been reversed #7046
widen repairFormModalTabs4277 window past the new inventory-pick widget #7003
add "Used from inventory" pick widget for repair items (fractional FIFO draw) #7003
apply credit-card statement-cycle fields on bank account create #7053

September 29, 2026

merge Documents into Photos tab, split billing into a new Costs tab #7006
re-enable the maintenance watch star after a successful toggle #7049
treat 200 from vendor-category DELETE as success #7055
add a Duplicate row action to Workflow Rules, clone as new-rule seed #7036
preserve historical Saved-by logs, resolve renamed emails via lookup table #6991
add Supplies section to Inventory page (no-bill add/restock, admin write-off) #7001
collapse the event-rule trigger chip wall into two scoped dropdowns #7035
Manage users -- collapse the Add user form behind a button, list first #6994
add showing photo capture UI, fix raw times/attendance codes #6726
show a real message when a non-maintenance user opens Log Hours #6725
filter staff mobile Units list/detail to owned properties #6987
add Rent Ledger domain to the workflow-rules builder UI #6972
stop leaking the raw login email via the Saved-by cell's title attribute #6890
credit card list + detail reconciliation tie-in to statement cycles #6949
credit card statement payment modal + liability-aware transfer posting #6947
credit card statement cycle table + cycle-close job + interest posting #6948
fix maintenance-category toggle showing raw slugs instead of labels #6895

September 28, 2026

staff mobile Units screen (list, detail, edit) incl. door access #6911
Staff mobile v1 move-in/move-out inspections #6912
staff mobile Leases screen (list, detail, edit) incl. move-in/move-out dates #6910
Match time-rule copy to selected target #6915
staff mobile Tenants screen (list, detail, edit) #6909
fix workflow-rule dry-run preview never matching a tag condition #6925
fix merge-field chip always targeting body, and swallowed save-error detail #6923
fix [hidden]-inert CSS on new search-results panel and shared tabs strip #6908
staff mobile nav shell rework -- 3-icon grouped nav (Work/Property/People) + search bar #6908
delete the last actualCost write paths -- desktop and mobile now both record real cost through labor/materials entry UI #6868

September 27, 2026

staff mobile labor-hours + materials-receipt entry for repair orders #6902
surface HTTP status + retry on share-with-users teammate load failure #6905
Enrich & create kicks an immediate sweep for a never-swept email #6900
move maintenance-user categories + hourly rate from grid row into Edit User modal #6895
Staff mobile properties list shows full address, systems list gets desktop row parity #6889
staff mobile Building Systems full detail/edit parity #6881

September 26, 2026

make internal labor entries editable in place instead of delete-only #6866
internal maintenance labor hours with burdened rate and payroll-reclass GL posting #6866
materials receipts -- log, post to GL, void #6864
mobile Building Systems property picker gets phase filter, sort, search #6872
add workflow rule tag conditions #6850
add merged ticket status to workflow conditions #6849
debit vs credit card is not the same GL treatment -- files #6859
fix 5900 account collision, resolve payroll-posting mechanism -- only 1 question left #6859
staff mobile ticket detail gets Owned by / Assigned to controls; status now saves immediately #6840
staff mobile ticket detail gains linked repair items and the scheduled-visit card #6841
give staff mobile ticket search a real accessible name #6836
re-shoot tenant-messages now that's caveat fix is live #6762
mobile a11y spec gains coverage for system/appliance detail and the add-item flow #6832
repair general inquiry workflow assertion #6820
staff mobile Building Systems get full detail fields and an add-system/appliance flow with per-type dynamic fields #6827
add maintenance Kanban keyboard shortcuts #6798

September 25, 2026

mobile maintenance ticket detail gets reply thread, internal notes, and @mentions #6820
staff mobile maintenance tickets get an All tab, status/priority/search filters #6821
duplicate detection badge + manual N-way merge for maintenance tickets #6816
mobile repair order status dropdown adds 'blocked', deliberately leaves 'forecasted' as system-only #6805
saved/canned replies library for maintenance tickets #6815
mobile showings list shows a real summary instead of '[object Object]' #6803
mobile replace flow now sends path+fate, matching what the server requires #6800
default billing-address country to US on the Zoho autopay widget #6787
tenant move-in inspection keeps its checklist after a photo upload, heals wiped drafts, and submit sends signatureName #6784
handle Zoho Payments refund.succeeded/refund.failed webhooks #6782
Staff mobile Appliance/Systems checks -- property picker, condition update, replace, end-of-life push #6727
truncate long deposit statute citations with a show more toggle #6783
bulk reassign/reprioritize/status-change on the maintenance List view #6742
give the maintenance-reply mention dropdown its own positioned wrapper #6706
Staff mobile Repair Orders (my queue, detail, cost entry, mark done) #6725
use real users name columns for watcher rows #6741
ticket watchers with seeded assignee/watcher notify rules #6741
staff mobile maintenance tickets -- Mine/Groups list, detail, status update, assign-to-me, photo evidence #6724
task-aware time rules -- backend sweep/validation/dry-run + builder UI #6718
replace maintenance ticket's raw linked-task box with a Scheduled visit card #6717
staff push notifications as a new Workflow Rules action type #6723

September 24, 2026

repair item <-> maintenance ticket linking, rebuilt many-to-many #6711
persist Zoho Payments rejections, owner reason token, live tenant notice links #6700
@mention a staff user in an internal maintenance ticket note to email them #6706
post ledger charge for ad-hoc Zoho Books invoices #6638
full-width Tenant Portal Maintenance/Messages lists, create forms moved to modals #6693
add per-rule custom email subject/body to workflow rule notifications #6692
move Invoices off Tenant Portal Providers into its own Reports > Financial page #6690
repair rebased catalog-link checks #6676
fix Assign to tenant/owner toggle 400ing on a seasonal custom item #6696
tenant record page opens the maintenance ticket popup via &maintTicketId= and its existing row button #6702
fix wallClockToUtc's 112-candidate offset scan causing 14s+ maintenance board loads #6663
fix Create Maintenance Request's Lease/Tenant combobox dropdown never appearing #6688
fix Maintenance Interval category display bug and make Item/Category/Type/Action genuinely editable #6672
make Create Maintenance Request's Lease and Tenant pickers type-to-filter #6681
move the Credits kind tab bar out of creditsListCard so it survives switching to Vendor prepayments #6680
fix workflow rule 'send notification -> specific user/team' silently notifying the wrong recipient #6679
preserve capital-returned flag in Compare #6667
apply-to-charges tops up an existing partial allocation instead of colliding on insert #6671
fix Maintenance Intervals header alignment and let custom items be tenant-assigned #6664
add temp per-step timing to /maintenance to localize 15-20s load #6663
preserve manual payment tenant attribution fix #6637
Collections Aging includes unpaid security deposits; split one receipt between deposit and rent #6637
keep nested custom type dialogs interactive #6647
read dashboard refinance cash-out from loan events #6650
accept real System catalog categories #6646
rebase onto main; drawer's '+ Add tenant' is a real button, not a text link #6630

September 23, 2026

seed 1056 Undeposited Funds - Checks & Cash for every org, with a default deposit-target account #6631
record a stack of rent payments from Collections Aging #6630
include bank entries in property OpEx and reconciliation #6611
vendor bill entry screen supports multi-line splits across categories/GL accounts #6625
vendor bills support multi-line splits across categories/GL accounts #6613
tenant portal now sees "Whole building" scoped lock codes #6598
fix invisible custom-type modals, empty System item picker, and hidden category link on edit #6622
add signed evidence download for notice-service records #6608
make posting account overrides always changeable #6593
custom Building System types get a required category picker, linked to Maintenance Intervals by catalog ID not by name #6601
bill's own category now overrides vendor default GL account in posting #6612
make workflow-rule dispatch failures visible instead of silently vanishing #6614
add edit-in-place + audit for notice service records, plus Service history detail modal #6596
repair posting accounts cold-load admin actions #6210
fix vendor category Posts-to combobox rendering off-screen #6599
restore tenant maintenance receipt delivery #6578

September 22, 2026

add a live 'Use it' button to the Rent position card #6586
custom maintenance items can be System-category and support seasonal (fixed calendar date) cadence #6563
fix pinned reply-addressing template count for the new confirmation template #6578
notify tenants when a maintenance ticket is opened #6578
show the GL account's code and name in Vendor Categories, not its uuid #6571
anchor first maintenance due date to the asset's recording date, not the report's run date #6570
drop the unreachable `dynamic` flag left on the vendors category filter #6562
fix Vendor Categories' "View vendors" link -- pass the category key, not its uuid id #6556
attorney vendor category + eviction case attorney picker #6515
"View vendors" lands on the Vendors list filtered to that category #6556

September 21, 2026

add a real seeded sample body for Misc Notice #6539
Owner Portal screen to manage vendor categories and GL accounts #6518
fix stateFromAddress country-suffix bug and notice-modal radio alignment #6540
restore utility-field grid in send-review Step 3, surface send errors inside the modal #6544
warn before a partial payment may waive an eviction #6517
show sent notices in the lease record's Notices card #6543
scope the workflow-step assertion structurally, not by character count #6538
pause automated tenant messaging while an eviction case is open #6516
lease record legal case section — open, advance, close, header chip, possession-recovered auto-write #6513
resolve Bank Fee Paid's cash leg to a postable account, and stop swallowing the failure #6529
Tasks - Evictions worklist — portfolio list of open legal cases with per-case deep link #6514

September 20, 2026

name the side in the locked move-media label #6504
label the move-media list as an archive once the record locks #6504
swap move-media heading and intro when serving a move-out #6499
lock completed move-out media capture #6498
keep locked move-in media viewable, lock only capture #6296
disclose autopay payment fees #6487
lock the move-media card after the window closes #6296
apply configurable tenant payment fee to scheduled autopay charges #6482
show counts in void-signature owner confirmation #6486
tenant payment modal method toggle + fee line split #6480

September 19, 2026

allow arbitrary payment fee input values #6479
tenant payment fees backend model + Owner Portal settings panel #6479
mark ledger rows detached when an org's Zoho Books integration is switched off #6472
don't call Zoho Books when the org's integration is disabled #6470
post a reversing rent-ledger entry from the UI, plus an honest label for a mis-keyed payment #6453
hide Add Deposit's Zoho invoice checkbox/note for non-Zoho orgs #6467
warn when a late fee is left larger than the charge it is attached to #6456
Add Bank Fee Charged / Bank Fee Paid to rent payments and posting accounts #6426
Waive action on late-fee rows in the rent ledger #6462
fix New invoice modal's locked Lease field showing only 'Tenant' #6458
edit a rent ledger record in place, with an audit trail the panel can show #6442
rename _mi* helpers to _ni* to stop shadowing move-inspection's _mi* namespace #6424
add New invoice action to Rent Ledger card, lease pre-locked #6424
refuse to edit a synced charge that has money applied to it #6451
show Zoho sync badges on rent ledger #6437
add balance/rent/lease-end summary strip to Tenant Rent & Invoices page #6422

September 18, 2026

tell "your filter excluded everything" apart from "no usage yet" on the Usage log #6349
org-level Settings UI for building-systems/appliances catalog visibility #6410
disable and relabel Mark done as Completed for same-day tenant task completion #6408
one maintenance completion per task, per lease, per day (DB-enforced) #6400
server-derived Undo on the asset register, plus Mark done/Undo in the record sheet footer #6371
retain inactive catalog entries for local restore #6383
stop a tenant recording the same maintenance completion twice #6380
document cloud-browser file-input workaround #6381
fix the wrong-runner trap behind three phantom door-code failures #6375
show a tenant home task's completion date so Mark done stops looking like a no-op #6353
move asset register inline styles into CSS #6374
per-asset replacement cost override, and stop install cost doubling as the estimate #6357
mark a maintenance reminder done from the asset register's Next due cell #6355
report and losslessly repair drift in the shared base clone #6321
auto-open a maintenance ticket after the overdue grace period #6315
show tenant maintenance status and photos #6314
surface move-inspection window and on/off on the lease record card #6301
cover maintenance reminder ledger in org deletion #6313
send tenant maintenance reminders (heads-up + configurable overdue nudges) #6313

September 17, 2026

add Tenant Portal 'Your home tasks' section with photo + checkbox attestation #6312
Renew lease is bordered unconditionally (Tony's ruling) #6253
a closed move-in inspection window actually locks the tenant out #6296
attach a one-off read-only document when sending for signature #6299
Units list now honors the page-size picker end to end #6284
maintenance intervals list keeps your page after a row action #6293
Enable Zoho SSO checkbox is now the single source of truth #6288
maintenance interval defaults get deactivate and custom-item support #6262
Rental Listings quick link also prefers an org's active custom domain #6272
Quick Links prefer an org's active custom domain over tenant.returngrid.app #6270
move-in inspection window + per-lease enable/disable override #6263
label every deposit GL entry type #6153
fix the run-on context line in the Posting accounts picker #6041
Send an addendum on an active lease #6253
write surface for bank entry category -> GL account overrides #6219

September 16, 2026

Posting accounts screen — show where reconciliation entries post, and repair a dead-ended row #6210
Zoho Books reuses one OAuth token per sweep instead of one per call #6186
fix deposit GL held-summary double-count and sync ledger TYPE labels #6153
pairing report counts every lease, and only the ones that can still bill #6175
show and set a lease's Zoho Books customer, including creating one #6175
outbound Zoho Books push reads the lease's own customer pairing first #6175
cash invested becomes cumulative, cash-on-cash shows Capital returned #6133
persist a classified failure reason on rent-ledger Zoho pushes #6124
make the rent-ledger Zoho push report a sweep that silently does nothing #6124
show refinance cash-out in the dashboard, landing and Compare CoC #6189
account for bank reconciliation row-action closer #6214
remove a hand-added bank statement line, and warn on completing with lines unmatched #6214
pick the in-force loan by DATE, and carry its rate into the KPIs #6132
refuse a pre-existing worktree destination instead of rm -rf'ing the caller's files #6223
explicit "historical payment" flag on the deposit record-payment flow #6154
seed the rounding + adjustment accounts the bank rec posts to #6184
bank-rec remainder "Bank fee" posts to the bank fees account #6184
cash-on-cash at exit counts cash out of pocket, not the whole price #6187
validate the reconciliation start modal before it closes, inline on the field #6197
put the credit under "Money out" in the bank account register #6196
store the real Zoho sync failure reason, not a generic slug #6124
fix deposit ledger read path — stash starvation + charge/payment double-count #6152
read the loan amount off the in-force loan event once a property is owned #6132
reframe the single-shot reconcile as a historical/backfill record #6143
disable Complete above the threshold, and stop the adjusting entry 500ing on a null legal entity #6052
never leave a remainder journal entry behind when the match fails #6130
make the Units-step footer total follow the rents you type #6135
persist the Zoho Books customer id so an ad-hoc invoice mirrors back #6139
let a Zoho Books org create a one-time invoice from the Owner Portal #4881

September 15, 2026

bank reconciliation gets Find & Match and bulk coding #6051
a refinance rewrites the down-payment field the KPI pipeline actually reads #6125
the label taxonomy sweep can no longer die writing its own report #6103
recording a refinance now flips a cash-purchased property to financed #6120
watch Daily hygiene dispatch in the main-red alert registry #6114
bank entries post to any of the org's own GL accounts, and allocate to a property and units #6104
a book transaction whose source document was deleted is matchable again #6101

September 14, 2026

New Entry modal records deposits and withdrawals, not only transfers #5900
US-OH deposit interest was 100x too high, and balance-before broke ties at random #6088
tenant portal /login no longer read as an org slug #6098
register Delete and Void sent the journal-line id, so both 404'd #5900
fix scopeToOrg(bare .from()) throwing before insert/update/upsert in bank reconciliation routes #6092
store the real GL balance on a completed reconciliation #6079
fix WCAG AA contrast failure on completed-task hover/focus state #5833
report ledger changes since the prior reconciliation without a new audit table #6078
bank reconciliation Phase 5 -- start-reconciliation modal discrepancy handling, history list, trust three-way, mobile layout #6053

September 13, 2026

bank reconciliation Find & Match + bulk cash coding (phase 3 of) #6051
Deposit Interest -- Annual Disbursement screen #6000
add the deposit-interest settlement types and their GL posting #6000
document GL posting-order vs allocation accounting-date attribution #5969
bank reconciliation completion + reopen, phase 4 of #6052
bank account register — list, filters, per-record URL, delete and void #5900
bank entries gain deposit and withdrawal, routed by category #5900
repair duplicate vendor payment GL ownership #5966
vendor prepayments and credits, end to end #5966
list 1055 before 1060 in the seeder so codes stay ascending #5896
put the three changed GL functions in their registered owner files #5896
payment processor clearing account, end to end #5896
lock transactions in closed periods #5906
remove dead default deposit-card ids #6038
add a date-range filter to the Tenant Portal rent ledger #5661
the statutory deposit cap reads the charge, not the payment #5957

September 12, 2026

send unfilteredTotal from the four server-paged list endpoints #1680
post deposit interest monthly as a tenant-visible liability #6000
a deposit correction can change or clear the bank account #5950
deposit held/refundable totals read the money that arrived, not the charge #5957
renters see the deposit payments that moved their balance #5949
a refunded deposit credit reduces deposit held #6001
bank account entries -- transfers between an org's own accounts #5897
allow ON DELETE SET NULL to unlink a deleted invoice from a rent ledger entry #5924
disable Transfer/Refund when the lease lacks net credit #6010
repair fixed-window regression assertions #6009
gate a credit refund/transfer on the LEASE's net credit, not just the entry's #5999
hide raw API error codes from Owner Portal #5998
don't name the jurisdictional rules table in a comment inside the accrual sweep #5926
segmented, backdated, auditable deposit interest accrual #5926
fix GL drilldown URL and detail visibility #5876
label unpaid deposits with charge date #5953
consolidate lease display joins #5981

September 11, 2026

parallelize sequential DB reads on the owner maintenance board #5958
fix jsonb .contains() 500 on vendor category/serviceType filters #5952
post an unapplied tenant overpayment to 2130 Tenant Credits Payable #5965
one credit can now be applied to many charges with a per-target amount #5976
an untargeted credit no longer reaches a future-dated charge #5972
one allocation engine for rent and deposits, and overpayment posts as a credit #5956
one deposit holding account per bank account, not two #5954
let the PM say which bank account a deposit landed in #5910
sortable GL account drilldown columns + drill-in to journal entry #5876
repair disabled expense button theme token #5871

September 10, 2026

one deposit posting path, payments as their own ledger row #5894
keep _dmLedgerRowActionsHtml pure and reload its new deps in the ledger suites #5905
allow deleting any transaction until its chain is bank reconciled #5905
hide fully-reversed journal entry pairs in GL account detail report #5875
add maintenance tickets as a 4th global-search entity type #5886
Add Archived chip/sub-view to Maintenance List view #5856
vendors.category -> vendors.categories (jsonb array) + fold in bill-level category #5874
warn inline when the deposit-holding checkbox disagrees with the org's GL deposit default #5858
reparent a clipped .row-actions-menu panel to document.body while open #5862
allow operating accounts for the deposit cash flow #5857
bind maintenance List/Kanban toggle clicks unconditionally at setup #5850
surface the close/reopen reason on the accounting periods row #5808

September 9, 2026

add a List view alongside Kanban for maintenance tickets, with a status multi-filter #5842
capitalize repair spend from 1700 into 1500 via capitalization projects #5807
open-ended operating-expenses list replacing flat otherExpenses field #5812
add mass update (assignee/due date/priority/status) and bulk delete to Tasks list #5833
move Void and Retry/Create invoice into a row-actions-menu on the deposit ledger #5825
add deposit-collection Zoho invoice opt-out and a retry/force-create action for failed or skipped invoices #5822
remove locked accounting-period status, require reason on close+reopen #5808
Move Loan product to top of Financing section; move Lender/Loan ID into More financing details #5813
rewrite Tenant Guide security deposit section for the live Security Deposits page #5797

September 8, 2026

GL report tables get a scroll floor + visible scroll-hint at narrow widths #5785
stop navigating a tab to the AI review video download URL #5760
fix Tenant Billing tab save 400ing on every attempt #5769
fix GL report toolbar wrap by moving .field-row-toolbar into style.css, not admin.css #5765
move Refresh into .field-row-toolbar so it stops wrapping away from Export #5765
per-org configurable rent-ledger reminder/overdue notices for tenants #5769
give the GL report filter-row toolbar its own line #5765
drop noopener from the AI Damage Review video-tab window.open #5760

September 7, 2026

fix silently-blocked video tab in AI Damage Review download button #5760
widen the deferrals-banner window past loadProfitLoss's new property-filter bulk #5716
replace journal entry owner/property <select> with search-as-you-type combobox #5738
label GL drill-down balance as current, not the report's period #5741
exclude pending deposit charges from stated deposit amount display #5736
Security Deposits pending/settled tracking + Make payment button #5713
restore Make payment button on the Rent & Invoices ledger #5706
fix sendable-bundles defaultBundleId resolving null for an explicit ?purpose= outside the renewal window #5725
add per-row drill-down from GL reports to Chart of Accounts #5718
add on-demand download for move-out walkthrough video + transcript #5676
add disclosure-triangle grouping to Balance Sheet and P&L reports #5717
restore late-fee dispute action in the unified rent ledger #5687
add per-line owner/property/description to the journal entry form #5697
fix entityId dropped on cold load across trial balance/P&L/balance sheet #3462
fix Chart of Accounts Type filter matching zero rows for every value #3453
fix Copy application link always falling back to the rentals page #5694
fix journal entry entity name showing raw UUID on cold deep-link load #5674
re-bind move-inspection-open click listener after skeleton swap #5675
fix time-rule action cards never rendering after adding an action #5680
add a discoverable entry point for creating a time-based workflow rule #5679
fix _ldDownloadForPaper missing return causing renewal paper-download to hang #5678
remove duplicate payment-receipts card from tenant Documents page #5664
unify Rent & Invoices ledger with per-row Invoice PDF and deep links #5661

September 6, 2026

fix SHA gate MISSING due to unpaginated check-runs fetch #5595
skip the redundant possible-duplicate-property re-check on the Save immediately following Duplicate-as-new-scenario #5641
Deep-link deposit-lifecycle tenant notifications to the deposit card #5626
Saved/Owned list Cap Rate/CoC/Cash Flow now recompute live on current-rent basis #5602
resolution detector no longer requires the literal word "closing" #5610
wire property-level listing description into load and save #5578
fix Charge Types search box matching every row instead of filtering #5576
generalize GL-incomplete banner copy beyond 'rent ledger' #5562
exclude down-payment toggle from purchase-method-lock CSS rule #5514
fix lender/loan-product blank-after-conversion race in buy-modal prefill #5414

September 5, 2026

keep down-payment $/% toggle usable in locked (Own/Sell/Sold) phase #5514
carry lender + prepay penalty forward on buy-transition loan data #5414
correct inaccurate Loan tab comment, accept Renewals as real first consumer #4377
extend Own-phase sensitivity grid to sell/sold phases #5451
fix scopeToOrg call-order regression on the damage decision PATCH #5417
wire document-scan usage into the Owner Portal Usage and Charges page #2430
add missing HOA fee line to ledger breakdown (Metrics tab + PDF/Excel export) #5403
fix room tag and move-out video label in move-media upload list #5450
mount docAiCard key points in document detail, add AI scan status row and upload Property-wide checkbox #5438
fix Assumptions confirmation note to name only taxes/insurance, not management fee #5442
add Settings > Money nav entry for Unposted GL Entries #5452
auto-attach existing units to a newly created draft listing #5393
fix AI damage review cold-load race on direct-URL navigation #5418
fold HOA fees into multi-year projections, Compare, Dashboard and exports #5425
announce it when a new bank account becomes its type's default #5394
fix loan tab layout - explicit grid-row pairing, table min-width, mobile stacking #5373
fix GET /api/units/:id/documents to include property-wide documents #5434
wrap PATCH /api/inspection-damage-items/:id in try/catch to stop the hang #5417
sync sqft above/below-grade split from Rent Roll in Own phase #5401
loans report reads the schedule row current as of today, not the last one #5397

September 4, 2026

make incoming-lease pill/button ignore the 60-day rent horizon for display only #2955
fix mainPanelUnitInfo missing closing div nesting 9 sibling tab panels #5387
Own-phase Sensitivity varies rent x expenses, not purchase price #5366
widen Loan tab grid collapse breakpoint to ~1000px, move amortization schedule to bottom of stack #5373
add the missing search box to the Property Documents filter row #4256
scroll the lease record shared message into view on error #5357
make pre-push's board check constant-cost, and stop safe-push reporting success when killed #5353
match Origination modal field order to Refinance (Lender/Loan ID/Product before Amount/Rate/Term/Amortization/Balloon) #3797
sync Maintenance New Request lease dropdown with the switcher #5328
fix mislabeled duplicate-property confirm button during an edit #5300
use the loan's own origination date, not acquisition close date, for the Original loan segment #5291
fix Maintenance Hours holiday checklist wiping after Save #5316
fix time-rule action/condition editor reading the wrong builder state #4309
landlord signature-region preview assumes 1 signer, not 3 #5308

September 3, 2026

open the repair-detail modal from a copied ?saved=&view=repair&repairId= permalink #2720
server-paged lists gate the search toolbar on searchLabel, not searchFields #5286
Reset on the Loans and Collections Aging reports now clears the search box too #5277
add Rental Listings nav entries (property page card + Management dropdown) #5269
sync garage fields from Rent Roll and un-hide Physical characteristics/add Rentals link in Own phase #4442
void-status manual invoice frees deposit ledger row for re-invoicing #5220
hide empty Units and Rent inputs card shells on Own-phase Building tab #4442
implement rule 6 -- KPI horizontal-scroll strip + collapsible Filters button #4465
add missing Ticket type filter to workflow rule log, fix pinned-entry count undercount #4310
tenant maintenance ticket view shows 'Property' for property-wide location #5209
reconcile the Visit Type select's value against restrictFamily, not just its options #5131
thread leaseId into all three tenant deposit routes #5211
repair the red required check --'s assertion pinned an argument list #5135
style the prospect delete-failure message as a visible error, not muted gray text #5194
resolve asset ids to names in Panel A machine-history notes #5179

September 2, 2026

auto-create and pair a tenant's Zoho Payments customer at autopay enrollment #5160
Hide Assumptions tab taxes/insurance fields on Own+, sync Renewals saves back #5145
fix refi merge writing loan term into amortization mirror field #5062
GET /api/units default response path now honors beds/occupancy/q filters #5138
add a lightweight includeOccupancy opt-in to GET /api/units #5125
show a loading skeleton on tenant dashboard inspection cards #5135
fix + New inspection defaulting to Prospective Tenant type #5131
fix dead AI Damage Review button and misleading empty-file upload error #5129
restore reparented Rent Roll more-menu to its home DOM position on outside-click close, not just toggle-button close #5072
expose tenant payment instructions editing regardless of provider #5079
fix impersonation notice rendering as a narrow sidebar block #5074
purge storage for soft-deleted move-inspection media, any kind #5034
rg next surfaces settled-red closing PRs as repair, not omission #5053
wire the tenant portal to read a PM-started move-out inspection #4727
add includeSold opt-in to /api/units so sold properties keep real units for comps #5022
fix note/modification loan events silently dropped from the Loan tab timeline #4471
merge Vendor documents + Linked documents into one widget card #4277
finish 'Priority window'->'Target timeframe' rename in remaining screens #2704
confirm before sending a portal invite, add Resend invite for pending rows #5004
record the Zoho GL mappings connection failure reason for staff diagnosis #4994
fix remaining blank Actual Rent / Monthly Rent call sites #4959

September 1, 2026

add collapsed move-in discount section to lease activation modal #4989
permanent, repeatable Add-from-templates entry point on owned Tasks tab #4977
fix lease record Add tenant / New tenant form layout #4958
move "Late fees charged" link from Tenant Defaults into Reports #4947
replace Renewals tab Edit buttons with dedicated Insurance/Tax popups #4919
auto-post concession ledger entries for active discount schedules #4888
fix Return deposit wizard silently dropping existing ledger deductions #4908
multi-select units/areas/storage when adding an asset item #4845
fix Continue button opening move-in inspections as move-out #4898
Renewals Insurance/Tax Edit buttons scroll+expand Ops handoff section #4851
restore display text on the compare picker and asset item picker comboboxes #4893
filterable Default GL account combobox + hide rating/rate fields for non-service vendor categories #4848
Tier 2 walkthrough recap — read API + Owner Portal panel #4685
enqueue Tier 2 video-analysis job on move-out inspection submit #4685
make the per-row Zoho Account picker type-to-filter instead of a long plain dropdown #4852
Gemini Files API client for Tier 2 video damage analysis #4685
Vision probe no longer reports a valid key as invalid #4842
fix deposit ledger running balance double-crediting on holdback release/convert #4836
show Bill approval on the read-only vendor info panel; explain no bill delete #4824
let a PM start/fill/submit a move-in inspection from the Owner Portal #4821

August 31, 2026

render a real applicant back-reference on the prospect detail page #4706
allow a PM to submit a move-in inspection with a PM signature #4792
retention/deletion sweep and pre-deletion warning for AI-review videos #4689
pre-author action-btn pagination markup for Late Fee Overrides + Deposit Interest Rate History #4811
let a super-admin tell a working platform key from a merely-present one #4799
add the missing 'unavailable' option to the denial-reason select #4374
let a tenant READ a PM-started move-out inspection, without ever creating one #4727
resolve real names for "Saved by" instead of raw email #4764
keep the vendor form's archived default GL account visible instead of silently clearing it #4753
show Default GL account on the read-only vendor info panel #4745
add missing Lender option to the Vendors list Category filter #4744
replace email-sweep with in-app carrying-cost date tasks #4641
add applicant edit/add/remove to Application Detail page #4703
register move-inspection-videos in the org storage purge registry #4686
two-portal move-inspection media capture (upload + in-browser recording) #4686
drop duplicate insurance-renewal/property-tax-due date columns #4710
constrain the groups grid track, or mobile rows overflow off-screen #4465
Tier 1 AI damage review (Sonar photo comparison + per-item review UI) #4684
add Property Renewals & Expenses tab #4654
add parcel ID + taxing-authority vendor picker to buy-transition modal #4653
wire Workflow Rules evaluator into application submit + status-change, retire hardcoded owner alert #4644
move comp radius/lookback fields to Rentals > Comps (Own+), keep on Assumptions pre-Own #4659

August 30, 2026

add Comps to the property page More menu #4634
hide the settings/syndication cards above the Edit Listing form #4573
add Contact button/modal to public listings page, gate Powered-by badge, fix footer help link #4623
add DELETE /api/prospects/:id with a delete button on the prospect detail page #4570
show approval-emailed status on the Applications list #4591
label select-kind workflow rule condition options/chips, not raw enum #4601
listings table row-level Unpublish, reviving the listing-level unpublish endpoints #4575
opt reports, exports and bulk mutations into the 60s Supabase bound #4568
add Accepting applications only filter to public listings page #4572
always-visible back-to-listings button on the Edit Listing card #4573
switch maintenance board ownership facets to OR when both active #4539
fix URL/content desync on CapEx & RUL, CapEx Accrual History, and Repair Duration & Aging property links #4246

August 29, 2026

time-based Workflow Rules -- clocks, hourly sweep, and the 4-step builder #4309
style public listings URL as a link+copy box, fix .catch() gap in property select #4480
pin that mobile asset rows deliberately omit the jurisdiction-inspection badge #4469
make .asset-modal-sheet input box-sizing: border-box unconditional #4468
re-mint the scoped JWT per use in integration suites instead of holding one 60-second token #4482
build event rule builder frontend (4-step wizard, deep link, dry-run) #4308
fix CapEx Accrual History and Duration & Aging stat strips wrapping 3+1 #4441
Loan tab mobile fixes — Record refinance button no longer overflows viewport #4443
collapse Leases/Tenants/Prospective tenants/Intake Codes tables to mobile cards #4439
Drop raw repair UUID from Punch list badge, fix Assets tab count flash #4452
fix silent task-creation failure on internal repair assignment #2373
fix real href gap on Sold Properties list page (missed by) #4246
add missing /rent/ path segment to Rental Listings quick-link URL #4408
rebuild Rentals > Units tab summary as compact stat-strip + add mobile card view #4382
fix Repairs & Improvements card cell overlap on mobile #4366
default Punch list to a non-empty filter and fix the (0) badge #4368
auto-create draft listing on buy transition + accepting-applications toggle + backfill #4389
applicant-to-prospect linking on 'unavailable' denial #4374

August 28, 2026

fire workflow event rules from ticket write paths #4306
fix Deal Inbox accepted candidate card never leaving the inbox #4352
add Rentals > Comps sub-tab with phase-aware rent/sale comp sourcing #4327
fix undefined CSS custom properties in Maintenance Hours UI #4315
Maintenance SLA business-hours count mode + holiday exclusions #4315
stop the sell-phase hint from force-appending the inspection sentence #3426
move Closing Task checklist off Purchase Info onto its own Tasks tab #4328
surface isUtility as a visible Utility badge on Closing Task templates #4319
fix dead sort buttons and add Owned Properties phase filter + pagination #4314
reorganize property-detail nav into primary tabs + More menu, add header inline-edit for address/name, move manager/owner/entity card to Building tab #4320
show Search Watch matches as themselves, not as unknown-sender emails #4301
rent roll shows future-started active leases as upcoming, not vacant #4285

August 27, 2026

reorganize repair item modal into 4 tabs, add read-only linked Vendor Bills #4277
stop the Map view mislabeling closed/owned properties by pipeline status #4276
exclude closed/owned properties from the Dashboard pipeline status view #4272
promote Repairs to its own top-level nav page, rename Task List #4267
reject $0/mo as a rent-bump amount on both client and server #4265
link Property and Tenant(s) cells in the Units table to their records #4253
rent-roll-portfolio report a signed future lease as signed, not vacant #4261
add delete button with confirmation to lease record Documents card #4251
make Reports Center rows real links so Cmd/Ctrl-click and right-click open in a new tab #4245
clean up Financing tab locked-loan display #3798
cooperative per-org Zoho Books rate gate, call log, and 429-aware backoff #4189
fix Property filter dropdown reading data.analyses off a bare-array response #4055
add worker-playbook reminder to gate "saved to project files" on a confirmed submit #4194
add Add tenant button to the lease record Tenants section #4211
fix seeded W-9 org signature box height (17pt -> 26pt) to clear computeSignatureSlotLayout's 23.05pt floor #2815
wire the Analyze-phase Loan product dropdown to autofill term + amortization #4185
fix 404 on paper/renewal lease routes by using the real ownerRouter mount prefix #4183
rent invoice lead time (org default + per-lease override) #4177
surface commitBlockedByOccupancyConflict in tenant-portal upload drawers #4126

August 26, 2026

call out the tenant portal login form's Property Manager Code field #4146
add confirm-classification banner to bank account detail card #4154
add vendor form Default GL account control ( follow-up) #4041
rename Legal Entity/Owner to Operating Entity/Property Owner, fix backwards holds-title copy, make Operating Entity editable on Overview #4141
reflow the remote commit message to match git's %s before comparing subjects #4117
fix owner-created maintenance requests 404ing on a tenant with a real portal account #3437
add inline "Create new lender" flow to all 4 lender selects #4006
fix blank Monthly Rent / Security Deposit / Pet Deposit on lease record #4109
canonical prepay-penalty union shape (type + percent/amount + expires + notes) #3885
build Owner Portal frontend for the Loans report #3804
Owner Portal screen to review and correct the Return Grid -> Zoho Books GL account mapping #3699
update contrastPairs expected sense-on-tint count for .ct-global-notice #3507
drop the dead vendor-bill dollar columns #3572
Title Case the deposit ledger CSV export preamble title #4028

August 25, 2026

replace Reports nav dropdown with a Reports Center landing page #3741
disable the dead trust-per-owner bank account option until ships an owner picker #3689
fix DOM-race that could discard a saved insurer vendor id #4009
make down-payment $ mode toggle idempotent #3975
restore cash-rollup-unflip call dropped by bank-account archive extraction #3540
let GET /api/gl/accounts/:id/changes serve a deleted account's history instead of 404ing #3745
auto-populate buy-modal financing from analyze phase, fix balloon help text, auto-set insurance renewal date #3970
add create-tenant flow to lease record's Add-tenant form #3979
treat unconfigured Zoho Books OAuth (missing refresh token / books org id) as a permanent per-org failure, not a sweep-aborting throw #3775
add Give notice UI to the lease record page #3957
allow archiving the last live bank account of a purpose #3678
include the entry amount in the GL Zoho sync alert #3701
merge duplicate account rows and unify zero-suppression on the cash-basis P&L #3779
detect Zoho Books OAuth scope errors distinctly and stop them aborting a multi-org sweep #3702
add GL bank-account integrity sweep #3884
locate the bank-account create path semantically, not by file and path prefix #3930
make analysis-to-owned conversion a 1:1 canonical copy #3835
warn before claiming a skill-edit ticket, and stop parking them as Needs-Human #3843
remove every read and write of the vendor-bill dollar columns #3572
strip the assumption tint, not just the badge, once loan terms lock #3891
fold corrections to the lender, loan product, balloon date and notes #3846
move the create invariants of/ to their new SQL home #3679
make bank account create atomic in one transaction #3679
mirror the owned-phase financing fields into the analysis phase #3832
paidCash becomes a real boolean in the analysis phase #3833
analysis phase gains loanTermYears + amortizationYears #3830
bind the shared deposit-detail mapper into every toApiLease eval sandbox #3625
store the down payment in dollars, not as a percent #3831
document all six board-status gate carve-outs, not three #3761
loan field alignment spec #3826
populate the cash-basis CSV's blank Window header field #3778
populate the Loans report Down Payment (plus lender/product/balloon) from the acquisition record #3789
unify the two bank-account create paths behind one helper #3806
ask whether WE pushed a history entry, not whether the tab has any #3799
backend for the Loans report — list/export API, 6 of 8 approved enhancements #3789
reports Back buttons go back one history entry, not hardcoded home #3760
audit every report and KPI widget for the wrong-field class #3764
Title-Case the Accounting Periods nav label to match its siblings #3538
serialize the live-DB integration job so parallel PRs stop wedging each other #3707

August 24, 2026

warn before a charge type has no resolvable GL account #3584
property/asset opening balances (preview + confirm posting) #3460
accounting periods screen (Settings > Money) #3538
bank account create / edit / archive / make-default #3526
reject a loan amortization shorter than the note term, and say which is which #3646
Property Owners setup screen + property-record Owner dropdown #3490
GL cash-basis report (Owner Portal, toggle on the P&L screen) #3463
lease create/update write path dual-writes the leases cents columns #3475
post vendor bills and vendor bill payments to the general ledger #3458
accounting period API -- create, close, reopen, lock a month #3534
GL bank accounts + three-way trust reconciliation #3459
GL trial balance, P&L and balance sheet (Owner Portal reports) #3462

August 23, 2026

Owner Portal can create a maintenance request on a tenant's behalf #3434
only show the Service/Utility types checklist matching the selected vendor Category #3442
dashboard overdue-rent widget now reads the rent ledger, matching Collections Aging #3423
add currently-held deposits summary to the deposit GL report #3419
deposits queue report showed deposit amounts 100x too large #3417
add Zoho Books reconciliation screen (Owner Portal) #3371
document that CDP DOM.setFileInputFiles hangs the tab, use in-page DataTransfer instead #3367
add a working Discard draft action to the lease record page #3393
rewire Collections Aging onto the rent ledger + add the org Rent GL report #3210
move Export to CSV out of the Owned nav menu onto the Owned properties list toolbar #3383
Zoho Books push path for rent ledger (backend) #3211
move hand-closed COMPLETED rows with no closing commit to Closed - To Verify #3324
label adjustment entries in GL exports #3285
de-duplicate prospect interest unitIds before insert #3352
retry the application-detail permalink load once auth lands #3347
render the matching-prospect notify email from its registered template #3318
add Rent ledger card to the lease record #3228
link Showings attended rows back to the originating showing #3182
ledger-anchored late fee accrual and reversal #3208
rent ledger payments, credits, write-offs and reversals #3207
anchor a late fee to a rent-ledger charge, not just an invoice #3208
generate one idempotent rent charge per lease per period #3206
add Excel + PDF export to the Collections Aging report #3260

August 22, 2026

replace native window.confirm() with showGenericConfirmModal on the unlink-showing action #3182
applicant detail gains a Showings attended list #3182
Move Closing Task templates out of Organization Settings into its own Settings menu option #3264
property page gains a Prospective tenants mirror view #3185
add missing Excel/PDF export buttons for CapEx & RUL, Excel buttons for CapEx Accruals, Leases Expiring, Deposits Queue #3129
keep Rent Roll first in the Reports menu, move Dashboards to the bottom #3129
break dashboard-buried reports out to Reports menu, regroup into 3 sections #3129
add Collections Action Log (Panel A log + Panel B composer) #3227
applicant auto-match on prospect email blur #3180
add Department Group assignment to Property Managers + new Maintenance field, move both to Overview #3160
Vendor Spend report with a Group-by Vendor|Category toggle #3172
showing-assignment and prospect follow-up task sync #3181
CSV property export shows department group name when the only PM is a group #3162
Global Prospective Tenants directory, detail page, and Add-prospect flow #3184
add PM/Maintenance group fields on properties, move to Overview tab #3160
add Department Groups CRUD API and Settings screen #3159
Event header + relational prospect table for rental/sale showings #3179
Collections Aging report — overdue tenant balances bucketed by age #3173
Lease Renewal Outcomes report (derived, no new tables) #3174
End-Lease endpoint accepts either body casing, so terminate works and expire keeps the chosen move-out date #3164
move Closing Task panel to Purchase Info, auto-collapse when done #3155
move ctAddTaskForm inside the Closing Task panel #3153
Reorganize Properties menu, move Owned create paths, add CSV export #3142
standardize Excel (.xlsx) and PDF export across reports #3130
closing task master-task lifecycle (create/delete/due-date-follow/auto-complete) #3093
Closing Task property tab (master-task cards, grouped checklist, one-off add) #3092
Accepted Offer Closing Task picker modal #3091
Closing Task templates Settings page (CRUD + seed list) #3090

August 21, 2026

add portfolio-wide Move Inspections report page #2986
fix running-balance label overlapping its value on deposit ledger statement PDF #3059
reword deposit-deadline comment to stop a stray 'try' substring from shadowing the real try block #3080
eagerly create deposit-return-deadline PM task from End-Lease and notice-wizard, not just the nightly sweep #3080
scan the full commit range for a closing trailer, not just the pinned tip #3077
capture return reference and returned-from account on deposit returns #3067
fix null actor email in deposit ledger holdback release/convert #3057
cut deposit wizard/letter read path over to the ledger #2928
show a 'still processing' state instead of a misleading 'no link' error on a not-yet-swept Deal Inbox candidate #3053
remove dead lease-drawer notice code (_ldNotice*) #2943
replace Add Owned Property modal with a 4-step wizard (Basics/Units/Tenants/Review) #3012
add custom holdbacks -- create, release, convert to deduction #2923
extend POST /api/analyses/own to accept unitRows and tenants for the Property Create Wizard #3011
redesign rent-roll row action area to support starting an incoming lease mid-turnover #2955
a zero-box document template is sendable, not refused #2960
document how to verify a constraint without tripping the connector's failure breaker #2999
link a completed repair to a deposit deduction #2925
strip seed-authoring name marker on org template clone #2886
owner-side move-out inspection UI (lease card + fill-out modal) + auto-start on move-out date #2902
attribute expired-code intake submissions to their real org #2977
add reusable script to remove an orphaned document-templates blob #2880
add 'unmatched' to the intake submission status allowlist and counts #2971
resolve intake co-tenants from the table, not the current page #2968
extend deposit-deadline sweep to flag overdue pending holdbacks #2924
add Document Type and Uploaded By columns to repair Vendor Documents table #2792
print-anytime per-lease deposit ledger PDF #2926
Portfolio-wide deposit ledger GL report page (Owner Portal > Reports) #2927
add Ledger tab to the Deposit popup with entry list, running balance, and manual add-entry form #2922

August 20, 2026

clone seeded app-default templates into the org's own copy on edit #2886
collapse send-notice picker to template/upload, add template picker, drop Unverified wording #2936
fix HTTP 500 on every valid public intake code (unusable .catch on a postgrest builder) #2933
replace inspection-capture Additional Details chips with Room details rows #2861
Vendor W-9 default template admin screen (app-level default box editor) #2845
move Intake Submissions from the Settings menu to the Tasks menu #2890
make Primary tenant and Emergency contact fully data-driven #2901
add live Preview tab to intake form builder #2896
remove admin gating from every item in the Tasks menu #2898
add fake-data Preview to the template box editor #2887
remove remit-to/maintenance-email/emergency-phone from the new-owner letter #2877
add a Cancel request action for a sent vendor W-9 request #2884
seed vendor W-9 default template on org creation/approval + backfill existing orgs #2846
submission detail convert-to-tenant + lease #2743
Move add-item modal out of hidden Assets tab panel #2859
app-level default document template row + per-org seeding mechanism #2843
add explicit field to vendor Repairs tab status filter #2851
mobile stacked-card layout for the Zoho Books lease-pairing list #2831
gate box editor Signer dropdown + signature preview by document type #2815
style vendor compliance Delete as .link-btn, not bordered .action-btn #2828
fix inconsistent inspection field layout and dead-looking add-item button #2726
combined bill view/edit modal with payment history; disable Mark paid once paid in full #2688
public intake form pages at /i/:orgSlug/:code and /i/:code #2741
fix Panel B (slot history) never surfacing a prior occupant #2284
register row selection + minimal one-condition-for-all visit sheet #2331
fix truncated vendor-document filenames and clarify delete wording #2293
punch list tracked-detail, mobile card layout, and per-asset condition overrides #2776
carry repair status/due-date/vendor into the punch-list response #2776
add desktop Punch list tab to the Asset Register #2765
intake form builder (backend + frontend) with per-property intake link generation #2744
allow replacing a template's PDF without losing drawn boxes #2751
keep Visit Type on entry-notice modal dismiss, show unresolved-notice banner #2727
give showings/visits a shareable ?saved=<id>&showing=<id> URL #2692
append-only daily board Status history + option-edit wipe warning #2586
add Priority select control to tasks, matching repairs #2706

August 19, 2026

escalate instead of reverting a commit that touches the instructions ledger or skill-publish manifest #2681
repair the project-instructions history chain and make a new break fail loudly #2642
give vendor bills a unique, shareable permalink #2679
warn before discarding/deleting a visit with recorded conditions or repairs #2728
bound the Playwright system-deps install step so a stalled apt mirror can't eat the whole job timeout #2724
add real Priority control to repair items, fix priority/timeframe conflation in the Repairs sub-tab #2705
add org-wide Repairs sub-tab under Tasks #2719
shared, URL-routable repair-detail modal (?view=repair&repairId=) #2720
convert final 6 live confirm()/alert() call sites in vendor compliance and bills #2442
Owner Portal message templates read 'Default', not 'Using Return Grid default' #2525
write and read ?listingId= for the deal-inbox listing permalink #2693
write and read ?ticketId= for the maintenance detail permalink #2691
write ?taskId= into the URL when a task's edit view opens #2686
fetch and render a vendor's repair orders in the New Bill Linked repair picker #2678
add Signer Text Box and Signer Check Box generic template field kinds #2671
add EIN-based duplicate vendor check (unblocked by) #2014
GET /api/leases/:id now resolves the org's real renewal window too #2520
"Renewal due" badge/tooltip now uses the org's real renewal window, not a hard-coded 90 days #2452
track vendor bill payments as a ledger, fix partial-payment status bug #2558
document the board move as part of claiming and republish skill #2472

August 18, 2026

add dollar down-payment input toggle #2491
move Mark complete's confirmation inline next to its own button #2210
vendor compliance — W-9 tracking, insurance certificates, licenses #2431
Move Bill approvals card out of the 3-card .defaults-grid #2013
Add per-org bill-pay approval threshold with vendor override #2013
Vendor lifecycle nav + portfolio-wide View Bills page #1973
flag likely-duplicate vendor bills, non-blocking #2012
warn on likely-duplicate vendor by name at create time #2014
replace free-text insurer field with a vendor picker (category=insurance) #1974
remove disclaimer banners from generated notice PDFs #2516

August 17, 2026

keep inspection save confirmations visible #2210
Visits tab UX fixes - alignment, pagination, clickable rows, hide Diligence-only fields on inspection #2495
document the board move as part of claiming (part B of the fix) #2472
show assignment confirmation and linked-task reference on repair items #2373
hide the Assumption badge on Purchase Info and Loan deal-terms fields once a property is locked (Own/Sell/Sold) #2486
vendor bills — list/detail/create/edit/mark-paid, document scanner autofill, discrepancy review #1972
add Repairs tab to vendor profile #1971
explain template layout/file mismatches #2463
label excluded CapEx cost rows #2467
wire the vendor directory into the repair assignee picker #2265
repair-item photos transfer as references, never byte copies #2223
repair asset replacement lifecycle #2465
retire dead renewal queue endpoint #2453
Serve the Owner Portal shell at /login #2374
add visible mobile scroll affordance to Leases list #2317
restore POST /api/analyses/:id/appliances (missing since) #2375
add bordered Properties list action #2324
confirm internal repair task assignment #2373
add vendor repair documents #1940
fix sigpipe-prone grep pipe this ticket introduced #2367
harden against literal backslash-n in commit messages before Fixes trailers #2367
fix inspection save confirmation on the correct panel-level Save button #2210
render asset history panels #2284
Extract shared property asset field handling #2320
label Zoho Books pairing progress for screen readers #2338
add checks:read permission and fail loudly on check-suites read errors #2346
reuse lease-record role label on tenant profile Leases tab #2281
preserve independent maintenance action completion #2247
add Ready board status move #2273
fix CapEx subgrid row tracks #2282
render inspection save confirmation next to the panel's own Save button #2210
Preserve inventory state in asset edits #2170
fix Leases list table hard-clipping on mobile #2317
create a repair from a tenant maintenance request #2163
schedule a repair — internal assignment, found/completed photos, table-driven list #1940
add safe inventory item removal #2192
include template-specific fields in send review #2177
Label non-signing occupants on lease records #2178
Render photo errors beside their widgets #2228
Expose CapEx forecast flag to accessibility tools #2217
align inventory tab badge with live count #2199
revert appliance location on slot-history move failure #2239
revert asset location on slot-history move failure to stop silent data loss #2200
style the message templates table/button, fix stuck-in-editor navigation #2227

August 16, 2026

move Upcoming Maintenance out of the Own dashboard into the Reports menu #2156
Add maintenance user service tags #1942
sync the in-visit repairs log into real repair items on save #1939
create a real repair item when an inspection condition is flagged #1939
Use friendly Asset Edit-item validation errors #2205
lift bundle builder out of hidden Documents view #1793
Send only changed inspection conditions #2209
stop treating a bare "#N:" subject as a closing signal #2196
Clear inventory fields when editing location #2170
adopt the showing's existing visit instead of creating a rival #1938
fold Inventory nav into Management dropdown, promote Manage locations to a top-of-page button #2184
the inspection condition-capture screen, and expose the visit pointer #1938
Document reconciler marker as authenticity tell + pin comment-string invariant #2140
Owner Portal nav regroup -- Management + Vendors menus, Reports regrouped #1981
add org-wide Inventory screen, storage-location management, and inventory-as-add-item-destination #2119
correct upcoming maintenance Undo flow #2087
restore tenants directory search #2108
add destination pickers for inventory actions #2121
paginate property maintenance overrides #2116
separate installed assets from inventory #2114
document opt-in safe-push poll lifetime #1956
explain missing Asset Register install year #2064
document the fifth release reason rg.py already accepts #2041
remove the financial review gate that manufactured stranded PRs #2059

August 15, 2026

use saved Building Systems cost in CapEx forecast #2063
redesign notice fan-out modal #1892
kill full process groups when a11y fast child processes hang, not just direct children #1844
Document measured Supabase MCP truncation result #1847
surface integration cleanup delete failures #1931
Translate Asset Replace validation errors #1899
collapse e-sign action bar to one send control #1647
honor fan-out notice hidden state #1884
Remove template-level default settings #1742
disable unavailable fanout notice source modes #1883
honor owner CapEx lifespan overrides #1848
replacing an asset -- from inventory or brand new, three fates for the old one #1640
reconcile direct-push Fixes trailers #1768
Remove cash receipt banner from Deposit card #1690
attach portal invitees to lease tenants #1814
main-red-alert workflow: add actions:read, retry board lookup, exit 0 on lookup failure #1810
resolve Visit type dropdown from the analysis's real lifecycle phase #1697
persist Step 2 per-document field edits across Back-then-Forward #1792
persist Zoho signer action statuses #1760
publish filing-discipline rule for larger-redesign tickets #1658
one-tap mark-done for maintenance reminders #1636
show signer roster and bundle components in send-lease review step #1703
purge four retired gate labels from the ops skill, point every lane move at `rg lane` #1790
Add asset slot history (Panel B) alongside machine history (Panel A) #1639

August 14, 2026

age appliance replacement cost forward from owner-paid price #1672
legally-set inspections (elevator, backflow preventer, sprinkler) -- owner-entered interval, prefilled, unconfirmed until confirmed #1635
Step 2 of the bundle send flow -- per-document field entry, grouped and defaulted #1702
document sandbox backgrounding limit #1728
Add Upcoming Maintenance report (Own dashboard) #1636
Fix deposit modal not pre-filling existing deposit data #1759
Build inventory screen backend + frontend (bulk stock, storage locations, asset status) #1637
wait for appliance load before opening Add form #1715
remove View Lease anchor underline #1719
replace e-sign native dialogs #1582
bound Documents > Issued to a page size instead of loading every row #1680
three-layer maintenance interval system (platform -> organization -> property) #1633
Add destructive styling to Delete buttons in saved analyses tables #1723
Style View Lease as an action button #1685
move template-details modal out of hidden Bundles tab panel #1662
Scope repair targets to their property #1583
Include signer-marked guarantors in e-sign envelopes #1650
surface jurisdiction/entry-notice-hours lookup in ad-hoc inspection modal #1683
Document detached safe-push pattern #1655
Prefer catalog override labels in repair sync messages #1666
Change View Lease link to proper button #1685
allow ad-hoc inspection Visits, gated by a notice acknowledgment #1593
add explicit View lease link to tenant Leases tab #1677
add editable template details #1662
Add no-default warning to template list, document resolver behavior #1657
Change garage type field to dropdown with custom value support #1668

August 13, 2026

add date-range default, search, and paging to Late fees charged ledger #1559
make IRR selling cost an analysis assumption #1437
give appliances a replacement-cost catalog so they forecast in CapEx reserve #1467
refresh lease deposit summary after drawer save #1621
Make tenant names clickable links in leases list table #1664
expand maintenance board search #1620
add paginated Projects board audit #1604
add settings list search #1577
keep Zoho retry available until workflow succeeds #1623
for-parts inventory items read Unavailable, not Available #1626
document landed-versus-live fix verification #1613
keep lease drawer in sync with saved deposit #1585
Add Edit lease inline form on the lease record page #1561
add lease list paging controls, refs #1572
format lease deposit timestamps, refs #1573
Label linked task visits with context, refs #1570
link Tenant Directory names to tenant records, refs #1569
Add next-step guidance to two empty states missing it #1579
Fix Property Rentals tab flashing false 0 units / 0% occupancy while loading #1575
add Inspections Portfolio search and filters, refs #1567
classify transient Zoho failures (401/429/Access Denied) separately from scope errors #1542
document background+poll pattern for safe-push.sh under concurrency #1268
Refresh repair-items visit ID scope comment #1548
add lease activation invoice choices #1424
rebuild Zoho Books Pairing as one lease-driven list with search, filters and paging #1553
Extract repair creation form into standalone popup with appliance linkage #1550

August 12, 2026

accept Zoho's payload-carrying URL validation probe via a single-use registration token #1539
convert e-sign block to delegated-action pattern #1522
add actions:read permission to auto-revert-red-main workflow #1519
move send-for-signature block off lease drawer onto lease record #1426
auto-revert a commit that turns main red, with a two-strike rule #1519
Replace window.confirm with showGenericConfirmModal for lease activation #1528
Move Zoho Books Pairing to Reports #1508
Create a lease as a draft on the record page, not the drawer #1505
expose ruleNoticeThenRemit so Florida notice button is reachable without stored deductions #826
add ZohoBooks.contacts.READ to connect scope, surface scope errors properly #1504
display rent control warning after rent bump #903
create activation invoices (security deposit + prorated rent) at lease commit #1424
applyRenewal() — three routes to finish a lease renewal #1429
add the punch-list UI surface (view + convert-to-repair-item) #1306
format date-only deposit fields without timezone conversion #1498
flag scheduled future rent changes on Monthly Rent card #1475
activate lease confirmation and copy on the live record #1412
add id/name to Owning Entity field in Buy dialog #1491
fix Tenants sub-tab badge count mismatch #1495
manual lease activation now commits through commitLease() #1421
rename tenant-portal documentTypeLabel to fix [object Object] badge #1493
wire lease drawer edit-mode trigger for existing leases #826
fix Rentals Current/All toggle event delegation root #1415
prevent duplicate Buy-seed draft leases #1411
Show Unverified/AI-researched badge on owner-facing jurisdiction rule hints #1405
add regression coverage locking the mid-turnover rent invariant #1454
distinguish unmapped Zoho customers #1466
surface visit-linked documents on Building Systems cards #1304
fix serve-a-notice fan-out tenant eligibility #1439
Remove dead edit-mode lease drawer code left by #1374
Reconcile repo skills/ copy with published return-grid-operations skill #1444
Renewals form on the lease record — new end date or M2M, new rent, same lease #1428
Property Rentals > Leases sub-tab is still a stub #1415
Market rent is editable inline but missing from Edit details form #1425
Market-rent freshness pill must say Unverified, not Set by you #1416
A future-dated rent change is applied immediately #1431
turn visit punch-list items into CapEx lines / work orders #1306
multiple scenarios per property + comparison view #1309
disclose projection length's IRR sale-year effect and 6% selling cost assumption #1436
market-rent badge says Unverified, not Set by you #1416
link visit documents to every asset they describe #1304

August 11, 2026

reset Calculator form when the new-analysis chooser opens #1410
Owner Portal pairing screen for Zoho Books customers to leases #1406
Auto find-or-create Zoho Books customer on lease activation #1407
Add active-date filter to lease resolution, refuse to guess on ambiguous match #1404
Move Zoho customer-to-lease mapping onto the lease with one resolver #1401
Make unmatched/failed Zoho invoice events retryable #1402
rename Showings to Visits in owner guide #1397
Collapse HVAC types to heating/cooling with label-based descriptors #1394
Add visible Unverified badge for AI-researched jurisdictional rules #1055
enable asset reassignment across locations without losing history #1294
build the everything-still-Assumed filter as a pre-purchase question list #1299
one tenant-role default rule in both add-tenant paths #1344
include appliances in the CapEx reserve forecast, not systems only #1293
add printable rent roll report #1342
fix ReferenceError in GET /api/leases/:id/deposit (leaseId -> lease.id) #1361
show incoming signed leases during turnover #1339
add property tenant popup #1337
fire Tenant Defaults fetches on deep-link mount, wire up Deposits section #1163
surface the Unverified starting point badge in the fan-out Serve-a-notice modal #1118
move lease lifecycle to record page #1336
surface the four notice types as Unverified starting points, all 51 jurisdictions #1118
Fall back to lease end date for under-notice rows #1350
add units-side provenance entry/edit UI #1297
render notice days without rule metadata #1348
seed underwriting units on confirmed Buy #1252
keep saved= in the URL when routing into a saved property #1355
revive archived units on regrow instead of inserting empty replacements #1328
revert the rg next hard skip to advisory-only, drop the "needs-human" phrase #1352
backfill units rows from saved unitRows/numUnits for existing analyses #1283
unify org and property units tables #1333
rename Rent Roll tab to Rentals with Units/Leases/Tenants sub-tabs and counts #1332
add lease type to new lease drawer #1320
record project-instructions edit removing 4ec0d9ea from rename exemption list #1345
document safe-push background polling #1268
Surface applicant portal access expiry #1257
Explain external payment provider restriction #1278
author jurisdiction-invariant body prose for the four notice types #1118

August 10, 2026

wait for Owner Settings nav hydration #1210
gate Rent Roll mutations by lifecycle phase #1261
audit every lease consumer against draft status before any draft lease is seeded #1285
add 'generated' notice source mode for Return-Grid-rendered notices #1275
tenant deposit objection recording (Fla. Stat. 83.49(3)) #1200
metric-neutrality regression harness over real saved analyses #1280
add priority ordering to the Legal Rules review queue (Part 3) #1162
auto-correct Needs-Human board drift #1126
Warn when a non-internal org resolves to unverified jurisdiction rules #1061
gate activate() against the Rent Roll phase/public-view bypass #1248
nav redesign -- Settings gear menu grouped into 4 sections, More-menu overflow for Reports/Inspections/Leases/Units/Tenants, collapsing search at 1080px, hide wordmark at 1180px #1165
fall back when legal-rule filter RPC is unavailable #1160
Collapse connected Zoho item mapping #1238
add pagination to owner portal lists #1236
filter operational units and leases by ownership phase #1234
Admin Legal Rules readability -- detail popup, wrapping citation, sign-off state #1158
preserve Zoho save messages through refresh failures #1232
Default leases list to all leases #1233
require explicit confirm before issuing a notice with no box layout #1211
warn fan-out notice layout fallbacks #1216
enforce pet deposit restrictions, cash receipt requirement, and deposit interest rate source rules #1204
walk full ancestor chain in taxonomy sweep category 8 #1212
warn when a notice template has no box layout, at upload and at serve #1170
validate notice-to-vacate termination date against jurisdiction rule #1044
surface unverified flag on 4 jurisdictional-rule surfaces #1040
split Florida deposit notice and remittance flow #826
finalize inspection entry notice review metadata #1062
reject binding a Zoho Books org already linked to another Return Grid org #1176
disable fan-out notice types with no template on file #1155
label rules with no statutory deadline #1161
add timeout and retry to late-fee and deposit-interest settings loads #1163
source Legal Rules filter dropdowns from the whole table, not page 1 #1160
surface proof of service on the Issued documents list #1110
run both manual and Zoho late-fee scans for mixed-mode orgs #1020
verify late fees, notices, liable-party joins work against Zoho mirror rows #983
notice type picker lists every served type, never silently hides unavailable ones #1115
un-hardcode the six manual-only invoice/payment sites for Zoho Books #980
add insurer-facing completed inspection history export #958
run portal provisioning inside commitLease() for all 3 commit routes #1132
tie RED-before verification's no-git-stash rule explicitly to that context in every subagent brief #1032

August 9, 2026

allow uploading an already-filled PDF as an alternative to the box-template notice send #1108
wire notice PDF issuance to the box-overlay renderer #1112
Add portfolio Inspections roll-up with trailing-12-month completed count #957
add first-month rent proration, computed and stored at lease commit #1050
drive the template-type dropdown from documentTypeRegistry, not a hardcoded pair #1106
schedule an open inspection obligation into a showing Visit #956
Admin Legal Rules pagination, filters, backlog count, and sign-off workflow #1039
wire signature as the only commit point for leases #1047
add expired-with-tenant-in-place action flag and drawer resolutions #1054
document safe-push.sh as the mandatory main-push path #1091
add explicit give notice lease action #1048
add Zoho autopay method allow-lists #978
Render jurisdictional disclosure rule values #1042
condition checklist renders real units, retiring effectiveUnits() for Visits #930
add frontend consumers for document-to-repair-item linking and ticket-detail linked repair items #989
catch uncaught runtime JS errors in Playwright page loads #1022

August 8, 2026

make Settings > Documents tabs deep-linkable and restored on reload #962
add pure inspection cadence engine (computeNextDueDate) #952
gate tenant portal-account actions on real account state #788
tenant detail sub-tab shell, deep-linkable tabs, and real action buttons #787
upgrade nodemailer 6.10.1 -> 9.0.5, closing 8 bundled high-severity advisories #912
Shared tenant financials endpoint + Financials tab #789
shared communications view component (thread list + messages) #795
backup code recovery flow parity for Owner and Admin portals #785
deposit interest actual-rate input for NY/PA/NJ #816
restructure System Defaults into Property and Tenant tabs #908
Add axe coverage for populated units list #890
Tenant-to-property link now lands on Rent Roll, not Overview #940
GET /api/leases resolves propertyName and returns full leaseTenants array #936
Make repair item rows keyboard and screen-reader accessible #866
Tenant chip in Rent Roll opens tenant record, not communications #869
provision restricted guarantor portal users #791
Load Documents panel on tab activation #878
delete the two dead Rent Roll org feature flags #872
cover resolved deposit deadline branches #708
Navigation restructure — top-level nav for units/leases + global jump-to search #862
Add leases list and lease detail page, keep drawer as quick-edit #861
Add units list page with building/common-area rows and needs-me-first sort #860
register MFA SMS send site in message template registry #781
Add GET /api/leases list endpoint #857
Add GET /api/units and GET /api/units/:id endpoints #856
Rent Roll now loads on tab activation, not just click #867
Owner Portal MFA frontend — challenge UI + enrollment UI #781
merge/diff UI for candidate-matches-existing-analysis #805
add multi-department Zoho Desk ticket routing #620
stop over-attaching a room's untagged photos to every worsened inspection item #842
move mapboxConfigured() check inside geocodeAddressString's try/catch #845
anchor Florida remit-by date to the actual notice-send date, not the deadline #825
reroute Search Watch through Deal Inbox candidates, delete its direct-create email path #802
document that .tabs button already covers zero-class tab buttons #786

August 7, 2026

add a portfolio-wide queue of pending and overdue security deposits #706
record and surface balance owed when deductions exceed the deposit #705
surface receipt-required-for-deposit rule on the deposit card #707
link inspection deltas and receipt documents into deposit deductions #704
mark deposit collected when a security-deposit invoice line is paid #734
Redesign Custom Domains page, remove HSTS preload toggle #767
enforce per-jurisdiction deposit deduction guardrails (Wisconsin) #701
multi-source Listing Links (Option A) across Analyze/Own/Sold #765
remap 84 undefined Owner Portal *-btn classes onto the working btn-export convention #766
Florida notice-then-remit deposit deadline (3-stage, not flat 30-day) #761
native Zoho item-mapping settings + forced re-mapping gate #732
setup-time Zoho Books charge-type-to-Item mapping #731
native multi-line invoice creation with charge types #730
rename Message Templates list columns, add Last Edited, add standard pagination #715
resolve org/platform template overrides in applicant compose drafts #713
escalate overdue deposit reminders with weekly digest #698
applicant tenant portal access -- limited views, 90-day expiry, org setting #680
unhide deposit return button independent of pre-existing deadline #696
auto-send FCRA adverse-action letters on denial, warn when no report on file #682
nightly deposit deadline sweep for leases whose tenancy has ended #695
delist reconciliation -- resolve open applications before unpublishing a listing #681
add editable merge-field review before sends #717
add custom dates to document send picker #718
convert approved application to tenant record(s) and pre-fill new lease #678
Add agreement document types and date fields #659
status-change compose modal + applicant email templates #677
applicant-facing application message thread #676
applications list defaults to open, adds days-open/next-action columns #674
staff-only internal notes panel on rental applications #675
extract shared portal-user provisioner; fix applicant-to-tenant promotion bug #679
add orphaned to the documented rg subcommand list #660
add a11y fixtures for the quick-links branding/listings-settings calls #668
Add owner portal quick links #664
flatten eviction/lease-violation cure-days into notice merge fields with disclaimer #644
gate Turnstile at step 1 only + add application email templates #652
move Applications nav item from Settings into Tasks #654
remove/document remaining Zoho Mail references #642
document Zoho late-fee provider gap as known limitation #441

August 6, 2026

mandatory reply-to, quick-save label, scalable tenant-request routing #662
wire broadcastTenantsOpenBtn into unlock()'s admin-only reveal list #656
wire organizationSettingsOpenBtn into unlock()'s admin-only reveal list #651
gate notice template selection by lease jurisdiction #123
reclaim storage for archived lease templates that were never used #233
add Desk.basic.READ to Zoho Desk OAuth connect scope #614
link lease e-sign sends to the template that produced them #558
remove redundant landing-page new-analysis/saved-list buttons #628
move timezone into Organization Settings, add reply-to and default jurisdiction state #582
track Postmark inbound usage from reply.returngrid.app and in.returngrid.app #592
document explicit-null-clear as a permanent, accepted audit gap #562
purge terminal Deal Inbox staging objects #609
add Property typeahead filter to the Tenants list #597
close the gap that let's subagent use git stash despite's rule #588
fix + audit-sweep the Deferred-close Status drift bug, and document the correct order #594
add Postmark account-usage monitor (alert-only, no cap) #264
scope late-fee override property picker to owned properties, add typeahead #590

August 5, 2026

document git-stash worktree collision hazard and add advisory warning #567
document the Postmark inbound auth forgery residual risk as accepted/deferred #447
fast a11y subset now gates pre-push, closing the detection gap #514
split Late Fees into its own org-default + per-property page #578
per-org custom ingestion domains for Deal Inbox (Postmark-backed) #274
extend's isSigner control to the existing-tenant picker and add a post-attach signer toggle #502
document the coding-subagent -> orchestrator handoff for skill-file edits #560
preview signature-region stacking at 3 adults in the box editor #529
Zoho Sign account sharing is not gated -- Tony ruled it's fine for any orgs #553
resolve the tenant maintenance areas property via a units embed #548
send-flow bundle picker and PDF concatenation into one Zoho Sign envelope #545
add Deal Inbox dismiss/restore round-trip #446
hard-delete orphaned tenants (DELETE /api/tenants/:id) #550
emit the checkout HEAD sha (and captured pull result) into the Part 24 reconcile's tick record #327
give the market rent cell room to keep "Est." and "Use it" on one line #546
left-align the Rent Roll estimate line and mark the value editable #546
align Vacancy/Other-income field-row, collapse tax lookup detail block #549
stop the Rent Roll's "Use it" wrapping mid-label #530

August 4, 2026

axe-scan the invite panel, hint the portal-off state, prefill resend #200
restrict Create Listing property picker to owned properties only #489
box editor could not load any template PDF in production #524
landlord countersigns in the Owner Portal, so Zoho gets an already-signed lease #511
special conditions typed per lease, stored on the lease, drawn into the PDF #500
send leases by drawing into boxes, not by rewriting the content stream #499
visual overlay editor for lease template boxes #498
lease special-condition storage, queryable and renewal-safe #500
allow discarding a never-signed draft lease (DELETE /api/leases/:id) #492
give the no-template / no-provider e-sign refusals a message that names the remedy #484
fix Create & attach, which created a tenant every press and attached none #495
stop the login form flashing on refresh, and restore the active property sub-tab #481
make a saved draft lease reachable from the rent roll #491
unlock basementTypes/basementSplitPct in the Own/Sell save allow-list #480
read the bare lease POST response when saving a new lease #488
don't open a maintenance ticket for a reply to a transactional email #453
tell the signers why a signature request was withdrawn #464
settle anchored e-sign placement on A4/Legal and page 2 against the live Zoho render #155
Save was disabled in Own and Sell, so nothing there could ever be saved #465
record the answer -- Zoho notifies a recalled signer, with no reason #126
non-embedded live harness for the e-sign recall notification question #126
move Deal Inbox from Settings into the Properties menu #461
stop sessions policing each other's names; one source of truth for the exempt list #457
make the lease's late fee fields actually charge, as an override #439
accept an aligned SPF pass on its own in the Deal Inbox auth gate #458
read Mailgun's SPF/DKIM verdicts from message-headers, not just form fields #400
drop the unmeasured cost superlative from the instructions block #450
capture the provider message id on every outbound email chokepoint #354
let an owner open an auth-failed email anyway, behind a warning #449
Settings > Documents nav shell (Templates + Issued tabs) #117
resolve lease merge fields through the per-type registry, warn on unfillable template fields at upload #119

August 3, 2026

log late-fee waiver activity against the invoice's liable parties #442
tell owners which listing sources the Deal Inbox can read #431
tell the owner which link failed, and give them a way through #430
scan both Deal Inbox tabs, and put its notify field on theme tokens #412
one current primary per lease, enforced in the database #360
surface inbound replies and ticket provenance in the owner UI #426
one-click enrich from the Deal Inbox, with D15 provenance #272
credit a provider payment to the payer the provider named #416
rg blocked -- the needs-tony queue as a command, and priority read from labels #418
remind before rent is due, chase it after, and only once each #407
make the needs-tony label an enforced gate in rg.py #414
wire the reply-stream ingress so tenant replies reach routeInboundEmail #300
name the two Deal Inbox hold reasons apart, and only offer Trust on the releasable one #271
Deal Inbox owner settings + inbox card #271
apply the reply status transition to in-app tenant replies #410
an invoice is billed to the lease, not to one name #390
send invoice notices to every liable party #389
email the owner side when a tenant files or replies to a request #358
a late fee belongs to the invoice, not to a person #388
stop telling users an empty allowlist rejects their mail #376
invoice reads resolve through liability, not the addressee #387
sender allowlist editor for Deal Inbox addresses #376
an invoice binds a set of people, not one addressee #385
carry the signer fact to the portal side #384
add a `new` ticket status for the unread owner inbox #358
any org member can manage inbound addresses #375
let a co-signer pay a joint-and-several invoice #371
store attachments on inbound tenant email replies #300
per-org inbound address provisioning in Settings -> Deal Inbox #375
document inbound reply addressing and its rotation hazard #300
wire the 18 tenant email templates to reply addressing #300
correlate inbound email replies into their ticket threads #300

August 2, 2026

gate deploys on the accessibility workflow #286
seed a provisionable lease signer so the portal happy path is reachable #104
joint-and-several rent invoicing #254
encode the STOP -> file needs-tony ticket escalation rule as a standing, synced rule #277
notify the tenant when a PM replies to a ticket or changes its status #332
ls-files-keyed suites now announce the files they cannot see #314
make reply routing an explicit, required decision on every message #300
per-org reply-to address for application-decision and marketing mail #300
restrict Tenant Portal view for guarantors #110
add Tenant Portal "Turn off autopay" button #329
allow impersonated financial actions with consent+audit+notify; keep password/e-sign blocked #326
adopt application-stage messages onto the renter's portal account #323
Tenant Portal read-only message history #166
fix the repair-form picker note, and add the seam that caught it #218
link repair items to tracked systems, and fix the write order that made the loop a no-op #218
stop the tick audit citing the frozen Task List in its own output #256
message ledger retention janitor, body fidelity, CSV/PDF export #165
owner-admin "log in as tenant" impersonation (silent, action-limited) #285
let a Tenant Portal maintenance ticket name a shared area #236
ask for a Property Manager Code when the host names no org #304
surface the component CapEx forecast in Underwriting + Metrics (read-only) #248
cut every outbound email over to Postmark, retire the Zoho send path #261
read Zillow's annual tax amount from the rendered DOM #101
ledger the MFA texts, then poll ClearlyIP for what happened to them #262
drive Own-phase rent and current vacancy off the rent roll #216
make the accent picker describe the portal that actually ships #125
rewrite inbound-email Deal Inbox spec against all sixteen resolved decisions #160

August 1, 2026

tenant login recovery — forgot-password + owner reset controls #284
rename the past-Analyze input tab to "Assumptions" and drop Own's rent-basis toggle #215
record the Loan tab as-built divergences in spec 11a #213
promote the loan story into its own Own-phase tab, with a real history #213
refresh inbound-email spec risk section - Decision 8 resolved, template drift is the residual risk #160
collapse the search-watch property-type fan-out and prune dead ZIPs #144
Q5 resolved — prior-owner history collapses by default with figures in the summary (§5.4.5b); all questions now closed #210
Q6b resolved — CapEx summary line in Underwriting Opex, detail in Metrics, one shared computation (§8.7.4) #210
canonicalise lease-template jurisdiction codes and use them to pick the template #113
hard-disable the retired Google Sheet task-list tooling #182
add the Owner Portal "Invite tenant" UI and wire it to the invite endpoint #111