Changelog

Stay up to date with Vantage releases. Major features, improvements, and bug fixes are documented here.

January 2026

January 25, 2026

New Features

• Company Holiday Calendar - Admins can now manage company-wide holidays that automatically adjust capacity planning. Seed with US stock market holidays or add custom dates.
• Tasks Page with Kanban - New dedicated Tasks page with Kanban board view, drag-and-drop reordering, and keyboard navigation.
• Universal Search System - Consistent search, filtering, and view controls across all list pages (Companies, Projects, Tickets, Time, Invoices, Contacts).

Improvements

• Capacity timeline now shows holiday indicators with flag icons
• Time-off page displays company holidays in team availability section
• Added compact view option to all entity list pages
• CSV export now available from all list pages

January 20, 2026

New Features

• Violet AI Onboarding - Conversational onboarding wizard helps new users set up their workspace with AI-guided questions and automatic configuration.
• PostHog Analytics Integration - Product analytics with feature flags and session replay for better user experience insights.

Improvements

• Improved health score calculation with configurable weights
• Added SLA tracking visualization to ticket detail pages
• Enhanced invoice PDF generation with custom branding

Bug Fixes

• Fixed issue where time entries weren’t properly linked to retainer periods
• Resolved duplicate webhook deliveries in certain edge cases

January 15, 2026

New Features

• Generic Kanban Board System - Reusable Kanban component now available for Tickets, Tasks, and Projects with consistent keyboard navigation (J/K to move, M to move to column).
• Agreement Period Management - Automatic period creation and closing with rollover calculation.

Improvements

• Added bulk actions to ticket list (close, assign, change priority)
• Improved rate card management with emergency rate support
• Enhanced company health dashboard with trend indicators

December 2025

December 20, 2025

New Features

• Retainer Drawdown Dashboard - Visual overview of all active retainers showing utilization, remaining hours, and status indicators.
• Auto-Invoice for Retainers - Configure automatic invoice generation for retainer agreements with draft or auto-send options.

Improvements

• Added overage tracking and billing for retainer agreements
• Improved period-based time entry attribution
• Enhanced agreement reporting with utilization trends

December 10, 2025

New Features

• Company Portal - Companies can now view their projects, tickets, and invoices through a self-service portal.
• Magic Link Approvals - Companies can approve work requests via secure magic links without creating an account.

Bug Fixes

• Fixed timezone handling in time entry date selection
• Resolved issue with invoice PDF generation for large line item counts

December 1, 2025

New Features

• Email-to-Ticket - Inbound emails automatically create tickets based on sender recognition and email routing rules.
• Canned Responses - Save and reuse common ticket responses with variable substitution.

Improvements

• Added SLA configuration per ticket priority
• Enhanced ticket activity feed with email threading
• Improved notification preferences granularity

November 2025

November 20, 2025

New Features

• Expense Tracking - Track expenses, attach receipts, mark as billable, and include on invoices with optional markup.
• Expense Approval Workflow - Managers can approve or reject expense submissions.

Improvements

• Added expense reporting and categorization
• Invoice generation now includes approved expenses
• Enhanced profitability reports with expense data

November 10, 2025

New Features

• Project Phases - Organize projects into phases with drag-and-drop reordering.
• Milestone Billing - Set up milestone-based billing for fixed-fee projects.

Bug Fixes

• Fixed calculation error in project budget percentage
• Resolved issue with duplicate time entry creation from running timer

November 1, 2025

New Features

• Time Entry Timer - Start/stop timer with one click, persists across browser sessions.
• Timesheet View - Weekly grid view for bulk time entry.

Improvements

• Added keyboard shortcut T to start/stop timer
• Enhanced time entry form with recent projects
• Improved time rounding configuration

October 2025

October 15, 2025

New Features

• Invoice Generation - Create invoices from unbilled time and expenses with customizable line item grouping.
• Invoice PDF Export - Professional PDF invoices with your branding.
• Payment Tracking - Record payments and track outstanding balances.

Improvements

• Added AR aging report
• Enhanced invoice email templates
• Improved payment reminder automation

October 1, 2025

New Features

• Company Health Scoring - Automated health scores based on financial, operational, relationship, and growth factors.
• Vantage Dashboard - Portfolio-wide view of company health with drill-down capability.

Improvements

• Added configurable health score weights
• Enhanced activity tracking for relationship scoring
• Improved company detail page with health card

API Changelog

v1.2.0 - January 2026

• Added /v1/webhooks endpoints for webhook management
• Added /v1/reports/* endpoints for programmatic reporting
• Added include parameter support on all GET endpoints
• Added fields parameter for response field selection
• Improved rate limit headers with X-RateLimit-*

v1.1.0 - December 2025

• Added /v1/agreements/*/periods endpoints
• Added /v1/expenses endpoints
• Added bulk operation endpoints (/bulk)
• Added idempotency key support for POST requests

v1.0.0 - October 2025

• Initial API release
• Core endpoints: clients, contacts, projects, tickets, time-entries, invoices
• Authentication via API keys
• Webhook support for major events

Deprecations

Planned Deprecations

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