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Platform Changelog

Regular release updates, improvements, and system patches for Money OS.

v2.5.0
September 29, 2026

Bank-Linked Expenses & Derived Balance Architecture

New Features

  • Bank Account Linking for Agency Expenses: approved expenses automatically post debits to linked bank/cash accounts.
  • Dynamic Balance Engine: all account balances are derived dynamically (Opening Balance + Credits - Debits), preventing accounting drift.
  • Account Referential Integrity: strict guards prevent deleting active accounts that have linked transactions or expenses.
  • Server-side Ledger Summaries: Command Center metrics aggregate millions of rows in MongoDB, eliminating client pagination truncation.
  • Timezone-Aware Business Dates: financial records align with tenant timezones (e.g. Asia/Kolkata), eliminating UTC midnight drift.

Improvements

  • Streamlined Expense Drawer with live client markup calculations and account selection.
  • High-precision latency and memory telemetry on the /status health monitoring center.
  • Vitest test suite expanded to 1,597 unit and integration tests across 83 test files.

Bug Fixes

  • Eliminated discrepancy between Command Center and Reports balance computations.
  • Fixed issue where approved expenses did not deduct cash from the tenant's bank account.
v2.4.0
September 2026

Production Clerk Authentication & Modern RBAC

New Features

  • Clerk Identity Integration: full support for Clerk Organizations, email/password, and Google OAuth.
  • Branded Invitation Flow: teammate invites resolve to custom /invite route, avoiding external portal redirects.
  • Session Principal Resolver: bridges Clerk User/Org IDs to MongoDB with Just-In-Time (JIT) user provisioning.
  • Workforce Resource Hierarchy: distinct support for Portal Users and Billable-Only Contractors.
  • Standardized Role Governance: Workspace Admin (org:admin) and Member (org:member) assignable roles with last-admin protection.

Improvements

  • Safe SSR Clerk client wrapper preventing hydration crashes during initial page renders.
  • Idempotent Clerk webhook listener processing svix-verified lifecycle events.
  • CLI Migration Engine (scripts/migrate-to-clerk.mjs) supporting bcrypt password digests.

Bug Fixes

  • Prevented privilege escalation by restricting non-admins from modifying member roles.
  • Resolved cross-tenant IDOR vulnerabilities with centralized workspace membership guards.
v2.3.0
August 2026

Complete Agency Financial Operating System

New Features

  • Projects, Milestones & Work Items: structured client deliverables with time and billing allocations.
  • Multi-Tier Rate Resolution: 5-tier precedence cascade with temporally versioned rate cards.
  • Timesheet Engine: live desktop/mobile timers and manual entry with manager approval workflows.
  • GST, HSN & TDS Invoicing: automated line item harvesting with intra-state (CGST/SGST) and inter-state (IGST) tax logic.
  • Razorpay Gateway Integration: hosted payment links with HMAC-SHA256 webhook reconciliation.
  • AES-256-GCM Credential Vault: tenant-stored payment secrets encrypted at rest via AGENCY_MASTER_KEY.
  • Dual Cloud Storage: support for Supabase Storage and S3-compatible providers (AWS S3, Cloudflare R2, MinIO).

Improvements

  • Universal Command Palette (Cmd+K) navigation across all agency records.
  • Slide-over Drawers for rapid data entry without losing page context.

Bug Fixes

  • Fixed invoice tax calculation rounding errors on multi-line services.
  • Prevented duplicate payment link generation on finalized invoices.
v2.2.0
June 2026

Refined brand system and navigation sizing

New Features

  • Custom theme-aware SVG favicon utilizing browser dark-mode queries.
  • High-precision interlocking chevron brandmark system.
  • Workspace switcher icon scaling for legibility.

Improvements

  • Responsive layout rendering on ultrawide and mobile displays.
  • Layout balancing of navigation header elements.

Bug Fixes

  • Removed legacy triangle icons across workspace switchers and dashboard headers.
  • Standardized metadata fields from legacy title entries.

Upcoming Roadmap

Scheduled for Q3

Advanced Custom Automations

Connect external accounts via secure server webhooks to automate daily ledger entries and reconcile transactions.

Under Design Review

Granular Team Permission Matrices

Create role boundaries down to specific transaction accounts and custom spending categories.