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Changelog

What shipped

Every entry below is live in production. We log features when they ship, not when they are planned.

2026-09-17

Product audit — fixes across documents, invoicing, files and email

Improved

Fixed

  • Proposal and invoice PDFs render through one document layout: org logo, consistent page furniture, real page numbers. Applies to documents sealed from this release on — already-sealed documents are immutable by design.
  • Invoice issue and due dates persist as entered; an impossible date is rejected by name instead of failing generically.
  • Invoice drafts can be deleted.
  • Concurrent invoice edits: a stale tab is rejected rather than overwriting the newer version.
  • Sealed invoices no longer re-total after sealing.
  • Files tab counts every file exactly once — added an Unfiled group, so All equals the sum of its groups.
  • An upload takes its file kind from the folder it was dropped into.
  • Client portal returns a real not-found page and a real closed-brief page instead of an indefinite loading state.
  • Sign-up from a shared outbound IP no longer rate-limits colleagues out of the same workspace.
  • Portuguese plurals correct at zero, one and many.

Changed

  • Weekly Brief email matches the in-app panel, including the “2 more below the line” overflow row.
  • Unanswered client messages now escalate into one digest to the agency instead of going silent after the second.
  • Custom-domain lifecycle notifications: verified, setup failed, verification lost.
  • A stranger's public brief converting to a lead notifies the owner.
  • Invoice email link labelled “Download the invoice (PDF)”.
  • Brief gains a “Check now” action — no longer gated on the overnight sweep.
  • Team screens route each role to a surface it can act on; billing facts are shown only to roles that can act on them, and a new member's welcome is written for a member rather than an owner.
  • Templates and packages support archive, restore and delete.
  • Package totals compute while editing rather than on save, and “New package” no longer creates a row before any input.
  • A refused price states what is wrong with it.
  • “Use it in Tave” carries the chosen template through sign-up.
2026-09-10

Tave 1.0 — general availability

Added

Added

  • Pipeline with in-product proposals and electronic signature.
  • Client intake forms.
  • Projects with scope baselines; change orders approved by the client in their own portal.
  • Invoicing and payments.
  • Scheduling with a public booking page.
  • Monday Brief — deadline, revision and margin watchers.
  • White-label client portal on the agency's own domain, in English and Portuguese.
2026-09-10

Blog

Added

Added

  • Blog in English and Portuguese, with RSS.
  • First post: what scope creep costs a small agency — every figure verified at its primary source.
2026-09-03

Marketing site, calculator and template library

Added

Added

  • usetave.com live in English and Portuguese.
  • Scope-creep calculator.
  • Ten free intake-form templates.
Next

AI assist

Built, switched off

Not yet enabled

  • Message classification and draft wording are implemented and disabled.
  • Enabled once our AI provider joins the subprocessor list. Until then nothing is sent anywhere.