Documentation

History

Changelog

A complete record of all releases, feature additions, improvements, and fixes across the Broker Management System.

v2.8.0minorFebruary 15, 2026

PDF Export & Interactive Progress

Added
  • Download as PDF button on Customer Guide for offline reading and sharing
  • Interactive scroll-based progress indicator with section tracking
  • Floating 'On this page' sidebar navigator (visible on XL screens)
  • Top progress bar showing overall page scroll percentage
  • Click-to-navigate section links in the progress panel
Improved
  • Customer Guide sections now have anchor IDs for deep linking
  • PDF export uses client-side rendering with html2canvas and jsPDF
v2.7.0minorFebruary 15, 2026

Customer Guide

Added
  • Customer Guide page at /docs/customer-guide with 6-step applicant walkthrough
  • Feature overview cards: apply, upload documents, complete tasks, track progress, notifications, and communication
  • Application stages timeline: submitted, under review, assessment, conditionally approved, unconditionally approved, settlement
  • Task status reference table with pending, in progress, and completed states
  • FAQ section with 7 common customer questions and answers
  • Six new search index entries for customer guide content
Improved
  • Sidebar navigation now includes Customer Guide with Users icon
  • Tips section for keeping applications moving quickly
v2.6.0minorFebruary 15, 2026

Getting Started Quickstart Guide

Added
  • Getting Started: Add a Broker — 5-step quickstart walkthrough
  • Step-by-step guide covering first login, role assignment, landing page creation, URL sharing, and monitoring
  • Quick reference table of pre-configured brokers with emails and landing page URLs
  • Seven new search index entries for Getting Started content
  • SQL examples for direct database role and landing page management
Improved
  • Sidebar navigation now includes Getting Started as the second item
  • Callout components for info, warning, and success messages
v2.5.0minorFebruary 15, 2026

Documentation Search & Changelog

Added
  • Full-text search across all documentation pages with instant results
  • Keyboard shortcut (⌘K / Ctrl+K) to focus the search bar
  • Changelog page tracking all version history and feature additions
  • Search results show page, section, and snippet preview
Improved
  • Sidebar navigation now includes Changelog link
  • Active nav state detection improved for nested routes
  • Mobile sidebar closes on navigation for better UX
v2.4.0minorFebruary 15, 2026

Documentation Website

Added
  • Six-page documentation site at /docs with sidebar navigation
  • Admin Guide with role management, landing page, and IP tracking instructions
  • Schema Templates page with copy-ready Drizzle ORM definitions
  • Backend Patterns page with tRPC router and middleware examples
  • Frontend Patterns page with React component templates
  • Test Patterns page with Vitest mock setup and test case matrix
  • Syntax-highlighted code blocks with one-click copy buttons
  • Responsive mobile layout with collapsible sidebar
v2.3.0patchFebruary 15, 2026

SEO Optimisation

Improved
  • Homepage title updated to 53 characters for optimal SEO
  • Meta description added (155 characters) covering key value proposition
  • Nine relevant keyword phrases added to meta keywords tag
  • Document title set dynamically via useEffect on the Home page
v2.2.0majorFebruary 14, 2026

Broker Landing Pages & IP Tracking

Added
  • Personalised broker landing pages at /broker/{slug}
  • Admin management UI for creating, editing, and toggling landing pages
  • Three pre-configured landing pages: Red Prasad, Dom, and Atish Prasad
  • Landing page view counter and application counter tracking
  • Broker self-service endpoints for editing own landing page content
  • Brand colour customisation with gradient hero sections
Added
  • IP address tracking on all task actions (create, update, complete)
  • IP extraction from X-Forwarded-For headers with fallback chain
  • IP addresses recorded in both task records and audit activity logs
  • 15 new broker-landing tests and 5 IP-tracking tests
v2.1.0minorFebruary 13, 2026

Admin Audit Log

Added
  • Activity log table tracking all user actions across the platform
  • Admin audit log page with filterable, searchable log entries
  • Automatic logging of application status changes, task completions, and document uploads
  • User agent and timestamp recording for each action
v2.0.0majorFebruary 12, 2026

CRM Role-Based Access Control

Added
  • Four-tier role system: admin, broker, user (legacy), and applicant
  • Admin user management page with role promotion/demotion
  • Role-based navigation showing only relevant menu items per role
  • Protected procedures with role-checking middleware
  • Applicant self-service portal with application, documents, and tasks views
Changed
  • Navigation restructured to support role-based visibility
  • All admin-only routes gated behind role check
  • Broker dashboard isolated to show only own clients and applications
v1.5.0minorFebruary 11, 2026

Notifications & Reminders

Added
  • In-app notification system with bell icon and unread count badge
  • Reminder scheduling for follow-ups on applications and tasks
  • Email notification integration via Resend API
  • SMS notification support via Twilio
  • Notification preferences per user
v1.4.0minorFebruary 10, 2026

Progress Tracking & Analytics

Added
  • CRM progress dashboard with application pipeline visualisation
  • Stage-based progress indicators for each application
  • Completion percentage tracking across all application tasks
  • Step indicator component for multi-step application wizard
v1.3.0minorFebruary 9, 2026

Magic Links & Applicant Portal

Added
  • Magic link generation for secure applicant access without login
  • Public applicant form accessible via magic link tokens
  • Applicant portal for document upload and task management
  • Token-based authentication with configurable expiry
v1.2.0minorFebruary 8, 2026

Client Management

Added
  • Client list with search, filter, and pagination
  • Client detail page with application history
  • Client creation and editing forms
  • Client-to-application relationship tracking
v1.1.0minorFebruary 7, 2026

Document Management

Added
  • Document upload with S3 storage integration
  • Document categorisation (ID, income, property, etc.)
  • Document status tracking (pending, approved, rejected)
  • Auto-save functionality for application forms
v1.0.0majorFebruary 6, 2026

Initial Release

Added
  • Multi-step mortgage application wizard with validation
  • Manus OAuth authentication with session management
  • MySQL/TiDB database with Drizzle ORM schema
  • tRPC API layer with type-safe procedures
  • Responsive UI built with React 19, Tailwind CSS 4, and shadcn/ui
  • Broker dashboard with application overview
  • Application task management system