Changelog
See what's new in Specretary
Retainers Report & Invoice Improvements
- ●Added Retainers report showing flat rate retainer performance by billing period
- ●See expected vs actual hours, work value, and profit/loss per retainer project
- ●Expandable rows with per-team-member breakdown of hours and value
- ●Period selector with 12 months of history based on project billing cycles
- ●Summary cards for total fixed fees, total work value, and net difference
- ●Completed and canceled projects are hidden unless they have hours in the period
Invoice Line Items & QuickBooks Sync
- ●Added bulk delete/exclude for invoice line items with select-all checkbox and confirmation dialog
- ●Added summary footer to invoice line items table showing total quantity and amount
- ●Invoice line items now sort chronologically with fixed fees first, then time entries by date
- ●Enhanced QuickBooks sync with customer matching modal and improved invoice date handling
- ●Invoice dates now use the billing period end date instead of UTC created_at timestamp
- ●Fixed QuickBooks invoice date timezone conversion to use local timezone
- ●Fixed payroll sessions from being reopened for past dates
Time Tracking & Project Billing Improvements
- ●Added quick pick pills for recent tasks in the Track Time modal
- ●Track Time modal now defaults to the first available task
- ●Changed time page navigation arrows to go forward/back one day instead of one week
- ●Added taxable toggle for fixed fee project line items
Invoicing, QuickBooks & Billing Improvements
- ●Added QuickBooks customer linking in edit client drawer with many-to-one mapping support
- ●Allow multiple services to link to the same QuickBooks item
- ●Added taxable toggle to inline invoice line item editing
- ●Task selection is now required when tracking time
- ●Fixed member rate overrides not persisting or applying correctly to invoices
- ●Fixed invoice date and due date calculations to use correct reference dates
- ●Fixed retainer invoices to use user-selected dates for time entry filtering
- ●Excluded completed, on hold, and canceled projects from invoice generation
- ●Fixed double-billing of excluded line items and improved QuickBooks sync error visibility
- ●Fixed QuickBooks validation errors for retainer and standard line items
- ●Fixed report exports to include all entries instead of only the loaded page
Right Now Admin Dashboard
- ●Added "Right Now" real-time dashboard for admins to monitor team activity
- ●View which employees are clocked in with live session duration
- ●See current running timers and all time entries for today
- ●Expandable employee cards with animated accordion transitions
- ●Admin clock-out capability for team members
- ●Edit time entries directly from the dashboard
- ●Summary cards showing team size, clocked in count, hours today, and average utilization
- ●Added Avatar component for consistent user avatars across the app
- ●Global cursor pointer on buttons and links for better UX
Overview Dashboard & Reporting Enhancements
- ●Added Payroll Hours Chart showing daily hours by employee on workspace overview
- ●Added Employees vs Contractors tabs to profitability and utilization tables
- ●Added totals rows to profitability and utilization tables
- ●Added bulk invoice status actions (Mark Invoiced / Mark Not Invoiced) for external invoicing
- ●Added "External" badge for time entries invoiced outside of Specretary
- ●Added "Pay Period" preset to date range picker
- ●MCP time entries now include effective billable rate and amount calculations
- ●Fixed clock-in overlap detection when reopening sessions
- ●Fixed pace status logic so ahead of target always shows green
- ●Fixed timezone issues with date calculations in overview dashboard
Google Calendar Access for All Members
- ●All workspace members can now connect their Google Calendar from Settings
- ●Members see only the Time tab in Settings for calendar connection
- ●Admins retain full access to all Settings tabs
Day Calendar View
- ●Added visual day calendar view for time tracking with list/calendar toggle
- ●Drag-to-create time entries directly on the calendar
- ●Google Calendar events displayed alongside time entries with click-to-convert
- ●Current time indicator, overlap handling, and auto-scroll to current time
- ●Responsive mobile design with tabs for switching between entries and calendar
Timer & Calendar Improvements
- ●Added confirmation dialog when stopping a timer with editable end time
- ●Google Calendar events now include both the event name and description in time entry notes
- ●Added switch task button to the floating time widget for quick task changes
- ●Floating time widget now shows Track Time only when unbillable (no active timer)
- ●Minimized time widget positioned higher to avoid covering modal action buttons
Timeline Sorting Improvements
- ●Fixed timeline ordering for clock events and time entries at same timestamp
- ●Time entries now appear before clock events for clearer display
- ●Improved session boundary detection for back-to-back sessions
Manual Invoice Creation
- ●Added manual invoice creation for custom invoicing needs
- ●Improved invoicing system with better line item management
Revenue Tracking & Projections
- ●Added revenue tracking metrics to workspace overview
- ●Added revenue projection calculations
- ●Improved billable hours calculation accuracy
- ●Fixed track time modal scroll behavior for long lists
Knowledge Base Launch
- ●Added comprehensive knowledge base with 78 support articles
- ●Fixed hydration issues in recently viewed articles
Invoicing & QuickBooks Enhancements
- ●Added bulk operations for invoices (mark paid, send, delete)
- ●Redesigned invoice PDF to match Specretary branding
- ●Added QuickBooks invoice sync and tax rate integration
- ●Added per-user settings access control
- ●Improved QuickBooks error messages for better troubleshooting
Services Management
- ●Added full services management with workspace-scoped services
- ●Added unique service per project constraint
- ●Added service assignment to tasks
- ●Fixed time entry query that was preventing entries from displaying
Google Calendar & Reports
- ●Added Google Calendar integration for importing events as time entries
- ●Added unbillable hours report
- ●Improved time tracking optimistic updates
- ●Fixed localStorage banner check for better performance
Time Tracking Improvements
- ●Allow setting clock-out time to any time for flexible time entry
Testing Infrastructure
- ●Set up Vitest test framework
- ●Added billing data fixture factories
- ●Added Supabase mock utilities
- ●Created rate resolution test coverage
Task Milestones & Timezone Fixes
- ●Added task milestones for better project tracking
- ●Fixed timezone handling in time entry editing
- ●Improved task switching behavior
Project Milestones & Billing
- ●Added project milestones with progress tracking
- ●Added overage rate support for projects
- ●Fixed unbillable gap calculations
- ●Fixed session gaps and taxable toggle
- ●Various UI improvements
Invoicing System Launch
- ●Added full invoicing system with tax support
- ●Added unbillable time categorization
Bug Fixes
- ●Fixed unbillable time gap optimistic updates
- ●Fixed logged time session handling
Email & Build Fixes
- ●Fixed email logo URL and sizing
- ●Fixed build errors and hydration warnings
Payroll Reports
- ●Added payroll report for team salary tracking
- ●Added billable hours report
- ●Updated member salary handling
- ●Refactored onboarding wizard components
Onboarding Flow
- ●Added get-started page for new users
- ●Implemented onboarding flow with progress tracking
- ●Added project progress charts
- ●Time tracking bug fixes
Time Tracking & Invitations
- ●Added floating time widget for easy time tracking
- ●Added invitation flow for team members
- ●Added public Terms of Service page
- ●Added workspace logo upload
- ●Added time tracking MCP tools
- ●Improved API documentation
- ●Fixed project filtering by user access
- ●Fixed invitation email URLs
Ask AI Improvements
- ●Shortened suggested prompts for better display
- ●Fixed responsive layout for suggested prompts
Budget System Launch
- ●Added comprehensive budget system with MORS calculations
- ●Added team budget management
- ●Added budget MCP tools for Ask AI
- ●Added user onboarding enhancements
- ●Fixed React 19 strict mode compatibility
AI Chat & Workspaces
- ●Added AI chat feature with MCP integration
- ●Added workspace management and switching
- ●Added theme switching (light/dark mode)
- ●Fixed authentication flow and PKCE handling
Initial Launch
- ●Launched Specretary application
- ●Project management with clients and tasks
- ●Time tracking with billable/unbillable hours
- ●Team member management
- ●Auto-detect site URL from Vercel environment
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