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Changelog

A public record of product updates, new workflow surfaces, and the improvements investors will actually notice inside PocketSquad.

Latest pages

Deal Analyzer

Pro signed-in underwriting workspace for address search, imported facts, comps, records, and workflow-board handoff.

/platform/deal-analyzer

Marketplace

Public marketplace tying listings, underwriting, lead flow, operator visibility, and professional profile discovery together.

/marketplace

Professional Profiles

Public directory for published seller, realtor, contractor, lender, and operator profiles with role filters and contact paths.

/profiles

Out-of-State Investing

Positioning page for remote investing workflows, local partner dependence, and market-screening discipline.

/out-of-state

Workflow Board

Shared signed-in board for active opportunities, saved-scenario attachment, collaborator workflow lanes, and handoff history.

/platform/workflow-board

Academy

Academy preview and signed-in learning workspace with structured paths, progress tracking, glossary content, and execution training.

/academy

Lead Flow

Community lead sharing and targeted local matching surface for investors and professionals.

/leads

Network

Professional discovery plus private workspaces for partners, VAs, property managers, and collaborators.

/network

Portfolio Command Center

Portfolio visibility surface for cash flow, equity, reserves, and lender-ready review.

/platform/portfolio-command

Mobile Field Mode

Web-first mobile underwriting surface for field capture and curbside screening.

/platform/mobile-field-mode

Recent product updates

2026-06-11

Mobile Settings: native data export + deletion request status (POC-246)

Mobile Settings / Data privacy now wires real backend flows for requesting data exports (with status) and submitting/listing data deletion requests (with open/resolved status pills, confirm, history, notes). Matches web DataPrivacyPanel + export section parity; distinguishes from account deletion (per recent clarity). Part of settings modernization rollout.

  • Data export card: request + latest status pill (pending/ready/etc) + handoff note to web controls when needed.
  • Data deletion request card: notes input (when none open), confirm Alert sheet on CTA, POST to /api/mobile/data-privacy, success/already-requested toasts, auto refresh to show 'Deletion request open' + Pending pill.
  • Full request history list with per-status pills (Requested/In review/Completed/etc) and notes.
  • Settings index 'Data privacy' nav row now shows warning 'Pending' pill when you have an open deletion request (no more static Ready).
  • Shares the same /api/mobile/data-privacy + data-export + lib/data-privacy + data-export backends as web; context-loaded in mobile settings provider.
  • Tests cover flows, history, unavailable states, and nav integration (with fixes for mock completeness).

2026-06-08

v0.4.72: workflow rollout, referrals, and account clarity

PocketSquad 0.4.72 finishes the post-release June 8 wave: Workflow is more production-ready across web and mobile, referral incentives are live in Settings, account-deletion language is clearer, recent Deal Copilot chats persist per user, and the follow-up regression fixes are in.

  • Workflow Board now remembers board/list preferences, makes manual record creation easier, and keeps public-record AI reports attached to the related property workflow.
  • Mobile Leads can now load, edit, and push leads into Workflow without leaving the app.
  • Settings now show referral incentive balance/history and simple redemption actions on both web and mobile.
  • Privacy settings clearly separate a data deletion request from immediate permanent account deletion, with clearer export-before-delete and confirmation guidance.
  • Deal Copilot now keeps recent chats per user with cleanup limits that trim stale history without removing the main general conversation.
  • Portfolio dashboard rollups no longer duplicate saved-work stats and the full rollup cards are restored.
  • Post-merge fixes cleaned up workflow/build regressions, manual comps reset issues, and the mobile compact currency format so `$303K` stays `$303K`.
  • Version bumped to 0.4.72.

2026-06-07

v0.4.68: homepage launch offer clarity and Jun 7 workspace polish

PocketSquad 0.4.68 completes release notes for the Jun 6–7 wave: clearer homepage launch-offer copy, deeper activity and billing surfaces, mobile observability, marketplace browsing, empty states, and appearance controls.

  • Homepage pricing now explains the 6-month no-card early-member offer and how Free, Plus, and Pro apply after launch access ends.
  • Activity and notifications surface richer event kinds with relative last-updated timestamps across web and mobile.
  • Settings billing shows in-app Stripe invoice history, saved payment methods, and billing-period summary without leaving the workspace.
  • Mobile gained Sentry crash reporting and sanitized workflow analytics for auth, AI, analyze, navigation, and settings events.
  • Signed-in Marketplace browsing moved to a compact swipe/list deck for faster pass-or-match screening of drafts and saved listings.
  • Dashboard, Academy, and Workflow Board empty states use the shared Empty component family for clearer recovery paths.
  • Appearance settings gained Default, Larger, and Largest text-size presets on web and mobile.
  • Version bumped to 0.4.68. Mobile TestFlight candidate: iOS build 18 / Android version code 18.

2026-06-06

Public market baselines across Market Intel and Deal Analyzer

PocketSquad now has a shared public market-data layer for ZIP-level rent, value, housing activity, demographics, income, and trend context. Market Intel, heatmaps, Deal Analyzer, dashboards, property intake, and mobile APIs can show source-backed baselines when available and clearer unavailable states when data has not been cached yet.

  • Neighborhood Heatmaps and Market Intel dynamic ZIP searches now look for cached public-data snapshots instead of showing only map-only profiles.
  • Market brief pages show public-data cards for rent, value, activity, demographics, income, and trend context with source/provenance labels.
  • Deal Analyzer adds read-only public baseline cards so rent and value context can guide assumptions without silently changing user-entered purchase price or rent numbers.
  • Property intake and dashboards can carry ZIP-level market context such as vacancy risk, renter demand, rent trend, inventory pressure, and affordability signals.
  • Mobile market intelligence responses gained additive optional public fields so older app builds keep working while newer builds can show richer context.
  • Missing metrics now stay clearly unavailable with source-specific explanations instead of filling gaps with fabricated certainty.

2026-06-04

Quality pass across web and mobile workspaces

PocketSquad's web and mobile surfaces received a broad reliability pass: large investor workflows were split into smaller pieces, React Doctor is clean across both projects, dynamic ZIP heatmap search is fixed, and the production plus Vercel builds are verified.

  • Deal Analyzer, marketplace, heatmaps, AI chat, voice, account, settings, calculator, and mobile workspace screens were refactored to be easier to maintain without changing their user-facing workflows.
  • Neighborhood heatmap ZIP search now preserves the full typed ZIP during client-side dynamic lookup.
  • Marketplace workspace inquiry outcome and rating panels were split into focused components while keeping the same server-action behavior.
  • Mobile motion tests now cover the Reanimated shared-value APIs used by tab edit-mode motion.
  • React Doctor reports 100 with zero warnings for both web and mobile.
  • Production verification passed with typecheck, lint, tests, mobile checks, frozen install, Next build, and Vercel build.

2026-06-03

Deal Analyzer facts on import, settings autosave, and mobile polish

Property import now surfaces valuation-critical public record facts immediately, settings auto-save your profile and notifications, Workflow Board can attach public-record reports to deals, and Deal Analyzer plus mobile builds picked up reliability and UX fixes.

  • Blog and Academy reading experience: editorial article layout with Listen/Summarize actions, visual blocks, inline calculators, discovery filters on blog index, and expanded academy hero artwork.
  • Deal Analyzer shows APN, zoning, land use, lot size, and assessed values right after address import without an extra lookup call.
  • Public records are optional Records deep dive; imported facts panels and print/export reports include the new fact chips.
  • Deal Analyzer address suggestions, recent-import history, tile layout, and import context handling are more reliable.
  • Workflow Board property detail can attach public-record AI reports from Vault.
  • Profile and notification settings auto-save while manual Save remains available; quiet-hours autosave debounce is fixed.
  • Market intel ZIP profiles show a loading shell; blog and academy audio playback is restored.
  • Credential expiry warnings run on a scheduled cron for trust surfaces.
  • Stripe subscription webhooks record idempotency only after successful processing.
  • Async buttons show loading spinners; AI banner options expose clearer selected-state accessibility.
  • Mobile TestFlight candidate bumped to 0.4.66 (iOS build 16): release-readiness fixes and Developer MCP status polish.
  • Version bumped to 0.4.66.

2026-05-31

Vault document storage, Deal Analyzer polish, and Copilot history

Public-record AI reports now save to Vault with plan-aware storage limits, Deal Analyzer and Market intel got faster import and search flows, Workflow Board shows deal stage progress, and Deal Copilot remembers your recent chats.

  • Vault stores public-record AI reports from Property Search and Deal Analyzer; Free saves up to five documents, Plus and Pro are unlimited.
  • Public-record report links route into Vault instead of the legacy marketplace records page.
  • Deal Analyzer restores recent imports, shows quick-pick suggestions, and runs address import inline without a blocking modal.
  • Public-records status uses clearer colors with a View AI report handoff; calculator FAQ now states Deal Analyzer is a Pro workspace.
  • Comps and source review sit in dedicated sections below the main analysis; the role-aware defaults panel was removed.
  • Workflow Board record detail includes a stage stepper from intake through post-close.
  • Market intel heatmaps add ZIP search with loading feedback, geocode caching, and signed-in market briefs.
  • Onboarding guidance can be dismissed permanently; sidebar avatars no longer clip when the nav collapses.
  • Deal Copilot persists chat history in the sidebar, surfaces voice-agent errors, and sends on Enter.
  • Feedback, referrals settings, and AI automation settings show clearer accessible status messaging.
  • Mobile TestFlight candidate bumped to 0.4.65 (iOS build 15): Vault handoff replaces retired document signing; dashboard shortcuts open /vault.
  • Version bumped to 0.4.65.

2026-05-29

Document signing removed and Deal Analyzer data honesty tightened

Native document signing is retired because embedded DocuSeal requires a paid Pro license we cannot pass through. Deal Analyzer now labels missing comps and records clearly instead of showing hash-seeded fallback values as live data.

  • Removed Docu Signing from navigation, settings, Pro plan copy, and the embedded DocuSeal builder route.
  • Deleted the Railway DocuSeal host and local Docker compose path so we are not billed for unused signing infrastructure.
  • Deal Analyzer marks unavailable sale comps, rent comps, and public records instead of inventing suggested values.
  • xAI lookup failures now surface explicit credit or live-search fallback reasons in the UI.
  • Version bumped to 0.4.64.

2026-05-29

Billing and mobile patches are up to date

Stripe now uses the latest server API version and SDK patch, mobile dependencies are refreshed, and production preferences storage has the missing protected table needed by signed-in settings flows.

  • Stripe server calls now target API version 2026-05-27.dahlia with the refreshed SDK.
  • Expo, Sentry, and mobile support packages picked up patch updates.
  • Mobile blog screens typecheck against shared root content helpers again.
  • Production user preferences storage is present with owner-scoped RLS policies.
  • Version bumped to 0.4.63.

2026-05-29

Faster signed-in reads, safer billing, and clearer error recovery

Signed-in pages load faster with cached auth and database tuning, subscription webhooks are more reliable, public-record requests respect plan entitlements, and route-level error boundaries recover gracefully instead of blank screens.

  • Public-record requests now check plan entitlement before running.
  • Route and global error boundaries replace blank failures with recoverable error UI.
  • Signed-in read paths reuse a request-scoped auth cache instead of repeated session lookups.
  • Image delivery uses optimized next/image loading with approved remote sources.
  • Stripe subscription webhooks dedupe retries and guard billing period transitions.
  • AI responses use output caps and stricter tool schemas for more predictable copilot output.
  • Web error and performance monitoring via Sentry for faster incident response.
  • Version bumped to 0.4.62.

2026-05-29

Deal Analyzer launch path and faster dashboard release

Deal Analyzer is now the signed-in Pro underwriting path, the full dashboard streams live workspace data without falling back to a lightweight route, and artifact storage metadata is cleaner and more owner-scoped.

  • Deal Analyzer is the canonical signed-in route at /platform/deal-analyzer, with old Property Search URLs redirected safely.
  • The workspace sidebar is tighter, plan-aware, and organized around the investor journey.
  • The portfolio dashboard streams live saved-work, pipeline, and workspace data with request-scoped Supabase reads to avoid the 504-prone path.
  • AI artifact records now use the canonical owner schema with extra owner filters on lookup, sharing, title updates, and deletes.
  • Version bumped to 0.4.61.

2026-05-29

Profile photos persist after settings saves

Your profile picture now stays put across settings updates: uploaded photos are kept, Google sign-in photos show until you replace them, and saving other profile fields no longer clears your avatar.

  • Stored profile photos take priority over your Google account photo for display.
  • Google profile photos still appear when you have not uploaded a custom photo.
  • Saving name, bio, or other settings without changing your photo no longer wipes photo_url.
  • Version bumped to 0.4.60.

2026-05-29

Signed-in sessions stay fresh longer

The app now refreshes your Supabase session cookies before the access token expires so settings, your profile photo, and Property Search keep working across page loads.

  • Middleware refreshes session cookies when the JWT is within 10 minutes of expiry.
  • Fixes missing avatars, broken settings navigation, and flaky search after long sessions.
  • Version bumped to 0.4.59.

2026-05-29

Property Search import UX is clearer

Property Search now uses Import Property labeling, a full-screen loading overlay, cancel during long imports, and clears stale results so a new address does not keep showing the previous property.

  • The primary action is labeled Import Property instead of Search property.
  • Long imports show a global loading overlay instead of looking frozen.
  • Cancel Search stops an in-flight import and resets the loading state.
  • Starting a new import clears the previous property facts while the new search runs.
  • The signed-in Property Search page keeps one page title in the shell header.
  • Version bumped to 0.4.58.

2026-05-28

Full dashboard first render is faster

The signed-in workspace still has one full dashboard, and its first render now uses fast identity context so production can return the dashboard without waiting on heavier account/profile loading.

  • The dashboard route still renders the full workspace dashboard directly.
  • The separate lightweight link-grid dashboard is not present.
  • The initial response uses the signed-in identity context to avoid Vercel function timeouts.
  • Production verification loaded v0.4.57 with the full dashboard tiles and no gateway timeout.
  • Version bumped to 0.4.57.

2026-05-28

Full dashboard loads without blocking on heavy data

The signed-in workspace keeps the full dashboard as the only dashboard surface, while first render no longer blocks on the expensive server data fan-out that caused production timeouts.

  • The lightweight link-grid dashboard remains removed.
  • The full dashboard shell, command search, lifecycle map, setup/readiness sections, and tile layout are the default production experience.
  • Saved-work and integration data no longer block the initial server response.
  • Version bumped to 0.4.56.

2026-05-28

One full dashboard for the signed-in workspace

The signed-in workspace now uses the full dashboard as the only dashboard experience, with saved work, pipeline context, command search, readiness, lifecycle, and dashboard tiles together in one place.

  • The lightweight link-grid fallback and dashboard feature flags were removed to avoid split behavior.
  • The dashboard route now renders Ben's full workspace surface directly.
  • Signed-in users see dashboard tiles, command search, lifecycle, readiness, saved work, pipeline movement, and account activity in the same dashboard.
  • Version bumped to 0.4.55.

2026-05-28

Full dashboard default restored after timeout hotfix

The signed-in workspace went back to the full tile dashboard as the default while keeping faster identity-first rendering so production no longer needed the temporary lightweight-only default.

  • Restored the full dashboard UI as the normal signed-in experience.
  • First paint still uses fast identity context instead of blocking on every live-data loader.
  • Incident-only env switches remain for emergency lightweight fallback.
  • Version bumped to 0.4.54.

2026-05-28

Lightweight dashboard default during production timeouts

While the full dashboard route was still timing out in production, the signed-in workspace temporarily defaulted to a lightweight link grid so users could still reach settings and core tools.

  • Full tile dashboard became opt-in during the incident window.
  • Lightweight fallback kept workspace shortcuts reachable under serverless timeouts.
  • Version bumped to 0.4.53.

2026-05-28

Dashboard timeout races signed-in context

Portfolio dashboard loading now starts its timeout race earlier so slow signed-in context does not stall the page until Vercel returns a gateway timeout.

  • The dashboard route races full render against a lighter signed-in identity fallback.
  • Timeout fallback can still show your name and workspace shortcuts before the heavy context finishes.
  • Version bumped to 0.4.52.

2026-05-28

Full dashboard back on by default with a better slow-load fallback

The signed-in workspace returned to the full tile dashboard by default and improved the slow-load fallback with clearer copy, all workspace shortcuts, and safer link prefetch behavior.

  • Full dashboard is on by default again with an incident switch for lightweight fallback only.
  • Slow loads show all workspace shortcuts plus Settings instead of a minimal stub.
  • Dashboard loaders use tighter timeouts and cache-only market signals where possible.
  • Version bumped to 0.4.51.

2026-05-28

More reliable Google sign-in and dashboard greeting during slow loads

Google sign-in is less likely to fail on the first try, signed-in settings are more stable during slow account loads, and the dashboard shows your real name when the full workspace context is still loading.

  • Google sign-in no longer races PKCE cookie setup caused by link prefetch hitting the OAuth start route early.
  • Settings routes no longer crash when signed-in account or profile context is slow or partially unavailable.
  • Portfolio dashboard fallback reads your name and avatar from the signed-in session instead of a generic placeholder when backend context is slow or unavailable.
  • Recent production hardening also includes faster dashboard data loading (parallel fetches, cache-only market signals) and longer serverless timeouts for auth and scheduled jobs.
  • Version bumped to 0.4.50.

2026-05-27

Blog companion, inline calculators, richer articles, and Academy dashboard progression

Blog posts now carry more of the investor workflow directly in the article: inline calculators, stronger visual blocks, narration/explanation companion mode, and dashboard Academy progression that keeps learning tied to daily deal work.

  • Relevant blog posts can embed compact BRRRR, cash-flow, and rehab-estimator calculators so readers can test assumptions without leaving the article.
  • Articles now render generated briefs, pull quotes, process diagrams, checklists, and strategy cards to make long educational content easier to scan.
  • Blog companion mode adds listen/explain controls, AI explanation handoff, and local reading-position resume behavior across public and signed-in blog pages.
  • The signed-in dashboard now surfaces Academy progression with current path, recent lessons, next training, certification progress, and Pro-personalized recommendations.

2026-05-26

Filterable AI agent action audit log + CSV export (POC-319)

Settings → AI now has a full action history with search, filters (action, surface, status, date range), expandable details, deep-links back to the changed record, pagination, and CSV export. Every action your agent takes is now searchable and accountable in one place.

  • Dedicated /settings/ai/audit-log surface with search, action / surface / status / date-range filters, and 'Load more' keyset pagination.
  • Expandable rows show full sanitized metadata; rows that record a resourceType/resourceId deep-link straight back to the workflow item, marketplace listing, public records request, or team they touched.
  • Export current filtered view to CSV (Date, Action, Surface, Source, Plan, Status, Changed Fields, Error Code, Resource Type, Resource ID) for compliance or external review.
  • Reuses the existing agent_action_audit_events table — every action that goes through the createAction factory was already auditing; this just opens the full trail to the user.
  • Bundled in: ux palette spinners on async forms, sentinel security guards, bolt scroll/animation perf hoists, mobile dashboard portfolio + activity wired to real APIs, mobile heatmap parity, profile validation hardening.

2026-05-26

Lead notes & tracking + Academy behavior-driven upgrade triggers complete (POC-455 + POC-132)

Full lead note and comment system for outreach, owner contact, and sourcing notes (pragmatic storage on existing lead_items, rich UI on /leads, and first-class AI action). Completed the remaining wiring for usage-based (behavior-driven) Academy upgrade prompts on top of the earlier foundation.

  • Lead notes system (POC-455): typed notes (outreach/owner-contact/sourcing/general) persisted in lead_items.details.notes[], full CRUD on web /leads, server actions, and `lead:add-note` AI action.
  • Academy usage triggers complete (POC-132): live signals + personalization in CTAs, thresholded after-lesson (3+ lessons), advanced attempt tracking, Scenario Lab teaser with tracking, lesson page personalization, and comprehensive tests.
  • Key fixes: mentor cumulative vs daily storage key collision resolved; all changes preserve backward compat and existing flows.
  • Version bumped to 0.4.49.

2026-05-26

Comps system regression hardening pass (POC-492/493/494)

Small but meaningful optimizations and defensive improvements in the comps/deal-analyzer layer after the parallel manual + rental + reset work. Focus on lookup performance, deduplication of manual entries, and clearer code paths to reduce future regression surface.

  • Replaced repeated .some() ID lookups with Set-based checks in buildComparableSelectionState (sale + rent paths) for O(1) performance and reduced error surface.
  • Added defensive deduplication of manual comps by generated ID when building reports.
  • Preserved and extended the combined behavior from the recent comps agents while improving maintainability.
  • Relevant unit + integration tests remain green; no behavior changes for end users.

2026-05-26

Profile save validation clarity

The public profile form now catches server-backed text limits before submit, so members get a clear field-specific message instead of a generic profile-save failure.

  • Aligned browser validation with the server profile schema for bio, market, strategy, acquisition, squad, specialty, deal focus, reference, and profile URL fields.
  • Bio now blocks at the real 1,600 character server limit instead of allowing a longer draft that fails after submit.
  • Profile saves now tolerate missing optional profile fields and retry around schema-cache misses so available fields can still persist.
  • Profile URL validation now matches the backend lowercase and single-hyphen slug rules.
  • Added focused regression coverage for server-rejected profile text.

2026-05-26

Investor Rehab Estimation Workflow + professional renovation reports (POC-491)

The Rehab Estimator now operates as a first-class investor rehab estimation workflow. Investors build line-item scopes, review market-adjusted costs and contingencies, and instantly generate structured, exportable investor-ready renovation reports containing detailed scope, budget breakdowns, execution recommendations, and Markdown/PDF output suitable for partners, lenders, and bids. Fully integrated with Deal Analyzer handoff and sensitivity flows.

  • Added generateInvestorRehabReport() + RehabInvestorReport types in lib/rehab-estimator (and mobile mirror) producing structured data + ready-to-paste Markdown with executive summary, full descriptions, budget, and 5 investor recommendations.
  • Prominent Investor-Ready Renovation Report panel in the estimator UI (web) with one-click Markdown copy and print-to-PDF (clean print CSS). Mobile parity with report summary + clipboard export of full Markdown.
  • Report customization now lets investors set the recipient, choose report purpose, and include or omit detailed scope, recommendations, and contingency notes before copying Markdown or printing/exporting PDF.
  • Deal Analyzer now includes a Deal deep dive panel that connects the rehab report package with the public-records AI report flow for the active subject property.
  • Updated header positioning, result sections, placeholders, and Deal Analyzer next-move card to frame the surface as the dedicated rehab workflow for professional reports.
  • Extended unit tests (web + mobile) covering report generation, parity, and output invariants.
  • Print styles + report affordances added; existing save/handoff/save-scenario flows continue to work.

2026-05-26

Neighborhood Heatmaps v2 with real OSM maps + full on-device Apple LLM wiring across AI surfaces

Neighborhood Heatmaps now ship with real OpenStreetMap widgets, markers, and Market Intelligence parity (POC-384). Apple Foundation Models on-device LLM support is now wired across all primary conversational surfaces (main AI chat, widget, academy, blog) with improved prompts and central provider routing.

  • Real OSM map widget + markers added to Neighborhood Heatmaps v2 (POC-384).
  • Market Intelligence + Heatmaps v1 parity shipped for mobile and web.
  • Apple on-device LLM (Foundation Models) now powers main chat, widget chat, academy assistant, and blog assistant when the toggle is enabled and the device supports it.
  • Central AI provider improved to route requests appropriately based on the on-device preference while preserving full tool use / streaming / reasoning on the Grok cloud path.
  • Badges and visibility for on-device mode added across surfaces.

2026-05-26

On-device Apple Intelligence (Foundation Models) in mobile + Property Search snapshots and Neighborhood Heatmaps

Mobile now supports on-device LLM processing via Apple Foundation Models for supported chat, mentor, and assistant features (private, free, and offline-capable). Property Search snapshot cards and free OpenStreetMap-backed Neighborhood Heatmaps also improved.

  • New Settings → AI & Agent toggle for on-device Apple Intelligence (Foundation Models) when available on device. Falls back gracefully when not supported.
  • Central AI provider logic updated to prefer local model when selected for eligible features.
  • Property Search summary cards improved with clearer collapsed state and extracted facts.
  • Neighborhood Heatmaps now support ZIP code search with free OSM maps, proper attribution, and safer context handoff back into underwriting.

2026-05-26

Property Search snapshots and free-map Neighborhood Heatmaps

Property Search now opens with clearer collapsed snapshot cards, while Neighborhood Heatmaps gained searchable ZIP maps, OpenStreetMap attribution, source disclosures, and safer navigation back into underwriting.

  • Property Search summary cards now keep the main investor facts visible first, with extracted snapshot panels and status indicators covered by new tests.
  • Neighborhood Heatmaps can resolve searched ZIP codes, show a free OpenStreetMap-backed map, and label missing provider data as unavailable instead of implying seeded fallback values.
  • Heatmap users can switch metrics, pan/zoom/reset the map, compare ZIPs, inspect source disclosures, and return from methodology to the same filtered heatmap view.
  • Dynamic ZIP handoffs now carry market, city, state, and ZIP context into Property Search so underwriting starts from the selected market.

2026-05-23

Pro Investor Systems Vault, Academy Pro gating, dashboard tile workspace, AI preference improvements, and screenshot tooling

New Pro-only Investor Systems Vault, Academy content now properly gated for Pro users, major dashboard command center tile/workspace improvements (PR #88), refined AI settings & preferences, plus new automated dashboard screenshot capture tooling for releases and reviews.

  • Pro-only Investor Systems Vault (POC-133) — gated content and features for Pro users.
  • Academy Pro gating (POC-121) — Advanced guides and content now correctly restricted to Pro subscribers with review fixes and ProLockIcon extraction.
  • Pro-only interactive deal simulations (POC-122) — New Academy surface for live mock deal underwriting practice, fully gated behind Pro with usage-triggered upgrade prompts.
  • Dashboard tile/workspace refactor (PR #88) — improved command center experience with new layout, persistence, and capture tooling.
  • AI preferences & settings improvements — new on-device Apple Intelligence toggle in the iPhone app (Settings → AI & Agent) so users can choose local LLM for supported chat/mentor/assistant features instead of Grok cloud (private, free, offline-capable). Updated main settings list and AI screen to clearly advertise the option.
  • New screenshot tooling (scripts/capture-dashboard-screenshots.mjs + screenshot-dashboard.mjs) — automated capture for dashboard states and App Store / review materials.

2026-05-23

Real deal examples, audio on blog & academy, squad invites, mobile leads pipeline, role-aware Deal Analyzer, and Trust §6.6 credential expiry

Deeper practical content and audio experiences, squad collaboration features, major mobile operating-system advances (leads + full pipeline push, role-aware Property Search / Deal Analyzer), and Trust §6.6 credential lifecycle (expiry tracking + vouch age) now live.

  • Real deal examples content series (POC-107).
  • AudioSegmentsPlayer + segmented listening on blog and academy.
  • Squad invitation system (POC-171): pending invites + accept/decline for agents, contractors, lenders, partners.
  • Mobile leads + pipeline push (POC-217): full lead list, create/update, qualified leads pushed into deal pipeline from mobile.
  • Deal Analyzer / Property Search now role-aware (POC-40): different default sections and widgets for investors vs realtors vs hybrids, with manual customization.
  • Trust §6.6 (POC-409): per-authority credential expiry tracking, 90-day warnings, self-serve renewal with evidence, manual vouch decay-age display ('Vouched X months ago').
  • Trust §6.4 (POC-407): Counterparty disclosure opt-in at outcome confirmation. Completed deals now default to anonymous with mutual opt-in for named attribution on public profiles and marketplace cards.
  • Continued mobile parity wave: dashboard live workspace, native referrals, Developer + MCP tools, notifications, profile/avatar, AI artifacts/automations, React Doctor improvements.

2026-05-22

Referral + squad invitation architecture (POC-160) + full invite lifecycle polish

Completed the growth/virality architecture: users can now invite partners, contractors, agents, and lenders into private squads via published profile search + pending invites (building on POC-171). Shared workflows (pipeline, leads, comments) fully enabled via existing team RLS. Added sent/pending revoke flows, richer invite details (names via joins), and documented referral incentives plan. Referral acquisition and squad collaboration now form the documented end-to-end loop.

  • Enhanced lib/teams.ts (was network.ts) with enrichTeamInvitations + richer listPending* (team/inviter/invitee names populated for UI).
  • app/network/page.tsx: richer received invites, per-team sent pending list + revoke buttons (new revokeTeamInviteAction).
  • app/workspace/actions.ts: revokeTeamInviteAction wired.
  • docs/referral-system.md: new sections on squad integration + planned incentives (track-only today; future metrics-based post-launch).
  • lib/changelog.ts + INTERNAL_CHANGELOG.md updated with POC-160 evidence (file:line).
  • All ACs met: invite 4 roles (owner/partner/analyst/operator mapping to partners/contractors/agents/lenders), shared workflows (RLS 0007+). Incentives planned at time (later POC-502). Pre-work deep map + PLAN.md produced.
  • Post-merge: PR #228 + #230 (see 2026-06 main) advanced 'shared workflows enabled' AC with team-scoped leadFunnel + handoff actions now usable by squad members (lib/lead-flow.ts, lib/marketplace/workspace-status.ts + tests).

2026-05-22

Mobile: Market Intelligence + Neighborhood Heatmaps (POC-384)

Mobile now has first-class on-the-go market screening parity with web. Browse watchlist (from your profile targets) or samples, view yield/demand/rent pillars, rent trends, geo marker list viz (v1 fallback), empty states, and methodology. Uses shared data layer, new mobile endpoint, dashboard integration. No required web handoff.

  • New apps/mobile/src/app/market-intelligence.tsx + [market].tsx + tests (happy/empty).
  • API: /api/mobile/market-intelligence + getMobile* in lib/api.ts (safe subset of ResolvedMarketProfile).
  • Watchlist empty state + sample toggle; pillars + list-marker geo; in-app methodology.
  • Registered in mobile layout; added to priority actions; removed from missing surfaces.
  • Parity registry, TASKS, PROGRAM_STATUS, changelogs updated. Typecheck + mobile:check + tests green.
  • v1 scoped (list markers); full maps + tile overlays for v2 per ticket note.

2026-05-22

Mobile notification preferences + quiet hours parity + push reliability audit fixes (POC-342)

Mobile users now have full parity with web for notification delivery matrix (push/email/in-app per category) and timezone-aware quiet hours in Settings. Push registration is more reliable across launches/sign-outs (POC-344 follow-up). Includes supporting mobile audit blockers fixes, tests, and academy execution toolkit parity.

  • New /settings/notification-preferences screen with 4x3 matrix, locked security, quiet hours form + TZ picker, optimistic saves.
  • Backend /api/mobile/notifications/preferences route + context + API client for sync.
  • Tests added for the new screen (render, lock, toggle, API calls).
  • Push registration hardened (better caching, listeners, error paths, web guards, tests).
  • Mobile audit: layout, analyze/index/calculators/developer tests, release-env script, package updates.
  • Pro execution toolkit + academy guides/surface fixes for parity and test stability.

2026-05-19

Academy adds search, filters, and smart recommendations

The Academy is now much easier to navigate and feels personalized: full-text search, category filters, and a 'Recommended for you' section that takes your completed lessons, pipeline, and saved scenarios into account.

  • Full-text search now works across all guides, glossary terms, and the Academy library.
  • Category filtering + result counts make it fast to narrow down relevant lessons.
  • Dynamic 'Recommended for you' cards use your progress, current deals, and saved scenarios to surface the most relevant next lessons.
  • All of the above works in both the public Academy Preview and the full signed-in workspace, with mobile-friendly responsive design.

2026-05-18

Academy now tracks learning progress and structured paths

PocketSquad Academy now feels more like a real member learning workspace, with visible progress, ordered learning paths, and signed-in persistence for completed lessons.

  • Academy surfaces now show completion percentage, completed-guide counts, last-studied context, streaks, and recently studied lessons when progress is enabled.
  • Structured learning paths organize existing lessons into ordered curricula with prerequisites, estimated time, progress bars, and continue/start/review actions.
  • Signed-in members can persist Academy progress through the new Academy progress API and profile-backed storage, while public preview progress remains local to the browser.
  • Completed guide slugs can now feed dashboard personalization so future recommendations can avoid sending members back to lessons they have already finished.

2026-05-18

Mobile Settings adds a native Help & Support screen

PocketSquad mobile now gives users a dedicated Help & Support area inside Settings, with clearer contact paths and app context for support or review follow-up.

  • Settings now includes a Help & Support destination in the native mobile app.
  • The new support screen keeps assistance options and app context close to the account, privacy, security, and developer settings users already know.
  • Focused mobile tests cover the new support settings screen so the route stays wired during release prep.

2026-05-19

Mobile launch reliability improvements

Two launch-time race conditions that could affect push notifications and auth flows on slow or first-launch scenarios have been hardened.

  • Launch-time push auto-registration now includes a short delay + one retry so previously-enabled devices reliably re-register even when the auth session hydrates slowly.
  • Auth callback fallback timer was lengthened and now properly cancels itself the moment a real auth URL is received, preventing incorrect redirects during slow OAuth exchanges.

2026-05-18

Mobile notifications and shared app states are more reliable

The mobile app now keeps push notification registration healthier across launches and sign-outs, while Dashboard, Activity, and Workflow Board use more consistent loading, retry, offline, and empty states.

  • Push notification listeners now initialize once at app startup, and users who already enabled push can be re-registered on launch without being prompted again.
  • Signing out clears local push-registration state so another account on the same device does not reuse stale notification cache.
  • Dashboard, Activity, and Workflow Board now share more consistent loading, error, offline, retry, and empty-state behavior across live workspace data.
  • Mobile auth callback and Developer settings copy actions were hardened so sign-in fallbacks and clipboard actions behave more predictably.

2026-05-18

Mobile Settings now has real account controls

PocketSquad mobile Settings now lets signed-in users sign out, edit profile details, and control public profile visibility from the native app instead of falling back to read-only rows.

  • Mobile Settings now includes a destructive sign-out action with confirmation, session cleanup, and clear failure feedback.
  • The public profile visibility row now uses a real native switch, saves through the mobile profile API, and stays disabled until the user has a profile URL slug.
  • The mobile profile edit screen now covers practical web-parity identity, profession, market, link, verification, publication, and notification fields with inline validation errors.

2026-05-15

Version 0.4.44 advances mobile launch readiness with real dashboard data, profile sync, and public records polish

PocketSquad 0.4.44 delivers a large wave of mobile launch hardening — real data for the dashboard, production profile sync with AI headshots, consistent loading/error/empty states, richer Activity tab, push notification foundations, Sentry analytics, saved scenarios persistence, and improved public records visibility in the workspace (POC-21).

  • Mobile dashboard now loads real readiness, saved work, pipeline counts, and next actions from authenticated APIs (POC-215).
  • Production profile sync, branded avatar fallbacks, and AI headshot generation on mobile (POC-214 / POC-336).
  • Shared loading, empty, and error state components now used consistently across the mobile app (POC-221).
  • Activity tab consolidated from multiple sources into one rich, real-data surface (POC-338).
  • Push notifications + deep links foundations and Sentry analytics/crash reporting added for mobile (POC-224 / POC-225).
  • Saved scenarios and deal analysis now persist properly on mobile (POC-216).
  • Public records in the marketplace workspace now clearly separate marketplace-listing requests from Property Search / subject-property requests with better grouping and navigation (POC-21).
  • Bumped the mobile app to 0.4.44 with iOS build number 13 and Android version code 13 for the next TestFlight candidate.

2026-05-15

Version 0.4.43 stabilizes the new mobile Settings screens for TestFlight

PocketSquad 0.4.43 is a small follow-up to 0.4.42 that locks in the new mobile Settings screens — AI & Agent, Developer xAI BYOK, and Referrals — by realigning their underlying mobile API exports so the app builds cleanly for the next TestFlight candidate.

  • Restored the mobile API exports for the new AI & Agent, Developer xAI BYOK, and Referrals settings screens so the app compiles cleanly after the v0.4.42 parity merge.
  • Aligned the mobile xAI BYOK and Referrals response contracts with the new Settings screens so save, refresh, and invite flows behave consistently.
  • Captured the v0.4.42 mobile parity work in the internal changelog so release engineering history stays accurate.
  • Bumped the mobile app to 0.4.43 with iOS build number 12 and Android version code 12 for the next TestFlight candidate.

2026-05-15

Version 0.4.42 brings mobile account access, AI settings, referrals, and store screenshots

PocketSquad 0.4.42 moves the mobile app closer to a real TestFlight candidate with native sign-in/sign-up, AI & Agent settings, Developer BYOK controls, Referrals, clearer marketplace public-record tracking, and more App Store screenshot assets.

  • Added native mobile Sign In, Sign Up, and auth callback screens so account access is no longer buried behind a single Settings button.
  • Added Settings parity for AI & Agent, Developer xAI BYOK controls, and Referrals, including referral stats, sharing, and invite support.
  • Marketplace public-record requests now show both marketplace and property-search requests with clearer surface labels.
  • Captured additional App Store screenshot assets for Property Search Analyze and PocketSquad AI, with the screenshot manifest updated.
  • Bumped the mobile app to 0.4.42 with iOS build number 11 and Android version code 11 for the next TestFlight candidate.

2026-05-15

Version 0.4.41 makes the mobile app much closer to a real TestFlight candidate

PocketSquad 0.4.41 hardens the mobile app across the biggest remaining store-prep gaps: live marketplace draft and publish flows, stronger mobile AI failure states, clearer privacy/compliance handoffs, safer billing upgrade routing, and stricter release-asset checks.

  • The mobile marketplace now works like a real draft-first workflow: create drafts, edit them, review readiness, see publish blockers, and publish when the same web-side requirements are met.
  • PocketSquad AI on mobile now gives clearer 'thinking', retry, sign-in, plan-limit, and provider-failure states instead of leaving users guessing when a request stalls or fails.
  • Mobile privacy settings now centralize legal links, privacy contact, data-export availability, deletion-request history, and secure web handoffs for the flows that still require stronger re-auth or billing cleanup.
  • The native billing screen now separates free-user upgrade paths from paid-user billing management and keeps the web handoff honest for App Store-safe checkout management.
  • Release prep is stricter and more visible: the first real Apple icon and screenshot manifest are staged, and the release-env check now calls out exactly which TestFlight, metadata, privacy, or App Review inputs are still missing.
  • Focused tests now cover the mobile marketplace, AI, billing, and privacy routes so the release-hardening work is backed by real repo validation instead of only simulator observation.
  • Bumped the web and mobile app version to 0.4.41, with iOS build number 10 and Android version code 10.

2026-05-14

Version 0.4.40 delivers Grok.com-style voice input and rock-solid AI streaming

PocketSquad 0.4.40 brings a beautiful, production-grade Voice Input UX (Waves for full real-time voice, Mic for dictation), live animated VoiceWaveform, global + per-message Thinking indicators, and hardened streaming with property-based testing so tool calls and responses feel trustworthy and alive.

  • The AI composer now has a clear split: empty input shows a Waves button that starts full real-time xAI voice (with gorgeous emerald/teal/cyan gradient and live mic-driven VoiceWaveform canvas). The Mic button is dedicated to dictation (fills the text box with transcribed speech) and shows prominent 'Listening…' indicators.
  • Typing naturally exits voice or dictation mode — no clunky toggles. Voice sessions bridge tool activity (profile updates, lead creation, workflow stage moves, comments) back into the main chat transcript as polished cards.
  • A new global 'Thinking…' badge (pulsing emerald) appears in the chat header the entire time the AI is working — during reasoning, tool execution, and streaming — giving the same confident visibility as Grok.com.
  • Tool call cards are now even more reliable thanks to 4 production property-based tests (fast-check) on the streaming parser and reducer: text is never lost, tool statuses always lifecycle correctly, final state is consistent, and the reducer is a total function even on garbage input.
  • All PocketSquad actions (account:update-profile, workflow moves, lead:create, add-comment, etc.) continue to work reliably from both text chat and voice, with full audit trails and profile memory injected into every conversation.
  • Major documentation updates: refreshed `docs/action-execution.md` and new `docs/ai-chat-architecture.md` capture the complete streaming + voice + action architecture.
  • The signed-in underwriting workspace now consistently uses Property Search: legacy Deal Analyzer routes preserve query params while redirecting into `/platform/property-search`, and dashboard, heatmap, marketplace, and mobile handoffs now point to the same live surface.
  • Several high-traffic forms picked up stronger labels and hydration-safe formatting so marketplace, account, profile, public-record, and Property Search screens are cleaner for accessibility and React stability.
  • Bumped the app version from 0.4.39 to 0.4.40.

2026-05-14

Version 0.4.39 makes mobile sign-in and iPhone release prep much more real

PocketSquad 0.4.39 adds real mobile auth plumbing, profile photo upload from the Expo app, clearer Free/Plus/Pro plan boundaries, a stronger public member directory, and the first MCP groundwork for more reliable AI tools.

  • The mobile app now has native Supabase session support and can forward signed-in auth to PocketSquad mobile API routes much more reliably.
  • Mobile Settings can now upload a real profile photo instead of only showing a placeholder coming-soon path.
  • The root mobile commands now make local iPhone simulator builds much more repeatable by reusing the repo's public env values and stabilizing the native Expo dev-client workflow under pnpm.
  • PocketSquad now has a stronger public member directory with search across names, headlines, markets, specialties, and role context.
  • Free, Plus, and Pro plan labels and upgrade boundaries are now more consistent across pricing, settings, and account surfaces.
  • The app now includes iOS release automation scaffolding for App Store Connect metadata, tester sync, and TestFlight submission.
  • PocketSquad AI and voice infrastructure now include the first MCP server groundwork for more reliable tool use across chat, voice, and future integrations.
  • Bumped the web and mobile app version to 0.4.39, with iOS build number 9 and Android version code 9.

2026-05-14

Voice Agent now runs on xAI with better handoffs and visible AI actions

The PocketSquad Voice Agent and AI chat have moved to xAI's native realtime voice model. You can now ask the AI to move things on your Workflow Board, Marketplace draft requests stay in clear review-first guidance, and every profile change the AI makes is logged in a new Action History so you can verify exactly what happened.

  • Voice Agent (the floating orb) and the full PocketSquad AI chat now use xAI's native realtime voice model for faster responses and native tool calling.
  • Ask the AI in voice or text to move a property between stages on the Workflow Board — it actually does it.
  • Marketplace draft requests now get clear next-step guidance instead of claiming a saved draft before the review-and-publish workflow exists.
  • New Action History in Settings → AI shows every change the assistant actually made (with outcome badges: Changed / Failed / Suggestion).
  • Mute button in the Voice Agent now truly stops listening (no more audio processed while muted).
  • Improved floating orb animation so it feels more alive when idle.
  • Bumped the app version from 0.4.37 to 0.4.38.

2026-05-14

Version 0.4.37 makes the mobile app feel like the real Property Search workflow

PocketSquad 0.4.37 makes the Expo app much more production-ready by turning mobile address import into a clearer Property Search flow and by bringing real saved lead data back into the app for repeat use.

  • The mobile Analyze tab is now framed around Property Search, so the app starts with address import and next-step workflow decisions instead of feeling like a disconnected calculator demo.
  • After importing a property, mobile now shows a real summary card with purchase, rent, value, and strategy context.
  • Imported properties now have direct mobile handoffs into full Property Search, Workflow Board, Marketplace, and queued public-record work.
  • Saved field leads now load from the live mobile lead-items API instead of only showing placeholder cards.
  • Lead cards now open directly into Property Search or the Workflow Board so curbside capture can continue inside the main signed-in workspace.
  • Bumped the web app version from 0.4.36 to 0.4.37 and the Expo mobile app from 0.4.30 to 0.4.31.

2026-05-14

Version 0.4.36 makes PocketSquad AI feel more live and trustworthy

PocketSquad AI now has a clearer voice-first composer, more transparent streaming responses, and safer action boundaries so users can see what the assistant is doing without confusing suggestions for completed changes.

  • The AI composer now shows a dedicated Waves button when the input is empty, giving users a direct way to start a real-time voice session.
  • Voice mode now gives the composer an active emerald, teal, and cyan treatment so it feels visibly live while the user is speaking.
  • Quick dictation and full voice mode are separate controls: Mic fills the text box, while Waves starts the live voice session.
  • Voice Agent transcripts now flow into the PocketSquad AI chat thread on the dedicated AI page, so spoken conversations are easier to review.
  • AI chat responses now stream through structured events for text, reasoning, tool calls, and tool results instead of one opaque text stream.
  • PocketSquad AI now uses more signed-in profile context and keeps the selected reasoning effort with each request.
  • Profile updates and explicit Workflow Board stage movement remain enabled as AI actions, while less-proven action paths stay planned until they have stronger confirmation and audit safeguards.
  • Bumped the app version from 0.4.35 to 0.4.36.

2026-05-14

Version 0.4.35 brings mobile closer to the live workflow and marketplace experience

PocketSquad 0.4.35 upgrades the Expo mobile app so the dashboard, deal analyzer, and marketplace feel much closer to the latest signed-in workspace. Mobile now shows better readiness context, clearer Workflow Board handoffs, and stronger marketplace trust guidance.

  • The mobile dashboard now reads live completion, plan, verification, and publish-readiness context instead of relying only on placeholder onboarding cards.
  • Workflow Board language is now more consistent across mobile, including the lead handoff CTA and the latest board-stage framing.
  • The mobile Deal Analyzer now highlights the latest handoff paths, including a direct Workflow Board action and queued public-record requests for imported properties.
  • The mobile Marketplace now shows publish readiness, verification status, and draft-first / public-record workflow guidance so users understand what is ready before they publish.
  • Bumped the web app version from 0.4.33 to 0.4.35 and the Expo mobile app from 0.4.29 to 0.4.30.

2026-05-14

Version 0.4.34 brings the Voice Agent to xAI and adds Pro custom voices

The live PocketSquad Voice Agent now runs on xAI's own realtime voice model for better speed and intelligence. Pro users can also start selecting custom voices.

  • Live Voice Agent (the floating orb) migrated to xAI's native realtime voice model — faster responses and deeper tool use during conversation.
  • Pro users now see a 'Custom Voice' option when choosing narration voice for articles and the Voice Agent (full voice creation flow coming soon).
  • Property Search handoff buttons are now more prominent after you import a property.
  • Bumped the app version from 0.4.33 to 0.4.34.

2026-05-14

Version 0.4.33 adds AI Action History and Property Search handoffs

PocketSquad 0.4.33 introduces a visible audit trail for everything the AI assistant actually changes, plus one-click handoffs from Property Search into workflow, marketplace, and calculators. Property Search imports are now stable (results no longer disappear after lookup).

  • New Action History panel in Settings → AI shows every profile update the assistant performed, including the surface it came from (Voice guide, chat, etc.), the exact fields changed, and whether it was a real change or just a suggestion.
  • AI-driven actions now carry reliable `surface` and outcome metadata so you can always verify what actually happened after the fact.
  • Property Search now shows a Workflow Handoffs panel with direct buttons to send the current property into the Deal Workflow board, create a Marketplace draft, open it in any calculator, or start a mobile field intake — all without re-typing the address.
  • **Property Search stability fix**: Imported property facts and public data sources now reliably stay visible after an address lookup (no more results flickering away).
  • New "Next steps" handoff panel appears immediately after import on Property Search, with direct actions to add to Workflow Board, create a Marketplace draft, or jump into calculators — all preserving the imported context.
  • Workflow Board cards and lanes use clearer investor-first language ("Intake cleanup", "Financing handoff") and have less visual clutter on wide screens.
  • Bumped the app version from 0.4.32 to 0.4.33.

2026-05-14

Version 0.4.32 brings drag-and-drop to the Workflow Board

PocketSquad 0.4.32 adds full bidirectional drag-and-drop stage management to the Workflow Board and polishes the AI voice orb experience.

  • The Workflow Board now supports native drag-and-drop to move opportunities between any stages (forward or backward) with optimistic UI and automatic revert on failure.
  • A new persisted API endpoint powers reliable stage changes from the board so your workflow state stays in sync across sessions and devices.
  • AI voice orb visual treatment restored and floating controls decluttered so the voice agent feels like a proper floating orb again instead of a plain button.
  • Follow-up layout, handoff, and polish work from the May 13 QA review across Property Search, workflow cards, profiles, and settings.
  • Bumped the app version from 0.4.31 to 0.4.32.

2026-05-13

Property Search is now its own signed-in workspace

PocketSquad now gives address-first property intake its own signed-in home, while the old Deal Pipeline language has been cleaned up into a clearer Workflow Board across the workspace.

  • Property Search now has its own signed-in `/platform/property-search` page for address intake, imported property facts, underwriting context, and workflow-board handoff.
  • The signed-in calculators page now stays focused on supporting financial tools and points users back to Property Search for the primary address-first workflow.
  • Deal Pipeline language has been renamed to Workflow Board across signed-in navigation, dashboard widgets, command-center shortcuts, and personalization prompts.
  • Saved-scenario and record-management actions inside the analyzer now consistently say workflow board and workflow record instead of mixing old pipeline labels.
  • Workflow record pages now link back to Property Search and the shared workflow board so the signed-in handoff feels more consistent.
  • Mobile underwriting and field-mode copy now point users into Property Search and the Workflow Board instead of the older Deal Analyzer and pipeline wording.

2026-05-12

Founders referral tracking is live for launch invites

PocketSquad Founders can now share a personal invite link, send tracked email invites, and see signed-up referral activity without any reward or billing-credit promises.

  • Founders now get a shareable referral link and code in Settings and dashboard referral prompts.
  • Signup links preserve referral context through `/sign-up?ref=<code>` and optional Founders context with `founders=1`.
  • Email invites can be sent from the referral card, with duplicate-invite protection, send limits, and clear failure states.
  • Referral attribution records only after a real account/profile exists, and self-referrals or duplicate referred users are blocked.
  • Referral counts and recent invite/referral activity are visible to the current member while the program remains track-only.
  • Internal Founder controls now help review cohort capacity, lifecycle dry runs, billing readiness, feedback, and referral health before wider rollout.
  • The referral program still does not promise credits, coupons, discounts, free months, or Stripe rewards.

2026-05-12

Version 0.4.31 clarifies active searches and AI workspace flow

PocketSquad now makes Deal Analyzer property searches visibly active, gives the dedicated AI workspace a cleaner mobile experience, and keeps imported tax reads safer when a source is semiannual.

  • Deal Analyzer property intake now shows a visible active-search panel while PocketSquad matches the address, checks taxes, and looks for sale and rent comp context.
  • Deal Analyzer public-data source cards now stay aligned on desktop and wrap cleanly on mobile, with source links kept visible for quick realtor review.
  • Deal Analyzer no longer stacks duplicate import-time status callouts, keeping the address intake cleaner while a search runs.
  • The signed-in Deal Analyzer page is a bit wider and no longer truncates large sensitivity values at awkward browser widths.
  • Deal Analyzer public-data sources now stay address-specific instead of showing static county example cards before a property is searched.
  • Adding a Deal Analyzer scenario to the pipeline now gives the same clear success feedback as saving: the button turns green and reads Added to pipeline after the handoff succeeds.
  • PocketSquad AI's mobile composer now grows for long prompts, keeps typed text readable, and removes the extra locked-model copy while preserving the visible Grok 4.3 label.
  • The dedicated PocketSquad AI sidebar now swaps generic Resources links for a contextual Chat history section.
  • Blog audio playback now keeps segment index and control visibility in one state object so playback transitions stay consistent.
  • Imported property-tax data now annualizes apparent semiannual reads and adds a warning for reviewer due diligence.
  • The landing workflow copy now reflects the current seven-calculator toolset.

2026-05-12

Version 0.4.30 makes Deal Analyzer saves easier to follow

PocketSquad now makes saved Deal Analyzer work easier to find on the dashboard and easier to act on inside the deal pipeline, with tighter sign-in and save-state feedback around the handoff.

  • Dashboard saved-work cards now show the calculator type, cash-flow read, market signal, and comp-confidence context when a Deal Analyzer scenario is saved.
  • Deal pipeline stage cards now surface attached Deal Analyzer underwriting snapshots instead of hiding useful context behind the detail page.
  • AI underwriting brief generation stays gated to signed-in users and only reports saved/pipeline success after durable persistence succeeds.
  • Scenario save and pipeline handoff states now have focused coverage for success, error, signed-out, and durable record-link behavior.

2026-05-12

Version 0.4.29 speeds up settings and release checks

PocketSquad now keeps AI suggestions focused, makes Settings navigation lighter, and handles Privacy & data export availability more clearly while local pre-push checks reduce release friction.

  • PocketSquad AI no longer emits post-send suggestion prompts after a conversation begins.
  • Settings pages now fetch only the section-specific data they render, with a loading skeleton for faster-feeling page switches.
  • Privacy & data now shows a clear export-unavailable state when export storage is not configured instead of leaving users with a noisy backend warning.
  • The duplicate account deletion explainer was collapsed into one clear Privacy & data destructive-account section.
  • A local pre-push check script now runs the project quality gate before upstream review.
  • The local pre-push path is wired through a repo hook for consistent team execution.
  • Release check routing is now documented and aligned with existing `/platform` AI and settings flows.
  • Focused unit-test arguments now stay scoped to the requested files, and marketplace saved-view actions have additional validation coverage.

2026-05-12

Marketplace saved views keep buyer workflows ready

Signed-in marketplace users can now save filter presets and choose a default sort while free users keep browse, save, and draft access before publishing upgrades.

  • Save a marketplace view with market, strategy, profile role, sort order, and grid or compact layout.
  • Mark a saved view as the default sort so return visits start from the buyer's preferred underwriting order.
  • Apply or delete saved views from the public marketplace without changing listing schemas.
  • Free users can still browse, save, and start drafts; publishing remains gated to Plus and Pro plans.

2026-05-12

Version 0.4.28 tightens AI, settings, marketplace, and signing flows

PocketSquad now gives free AI users a clearer upgrade path, keeps settings/privacy controls easier to understand, and removes external-service dead ends from document signing.

  • Free users can try PocketSquad AI once, then see an in-chat upgrade response with a clear Upgrade plan action.
  • The dedicated AI page no longer shows a second floating text-chat launcher that competes with the main composer.
  • Settings and privacy controls continue moving into clearer sections, including account deletion confirmation and data export visibility.
  • Marketplace browse/detail pages get stronger action hierarchy, filtering, compact view behavior, and review handoff notes.
  • Document signing activity now stays PocketSquad-native instead of linking users out to DocuSeal.
  • The temporary React Doctor shortcut config is gone, so quality checks now report the real unsuppressed mobile and web status.

2026-05-11

Marketplace sign-in and publishing entitlement parity

Public marketplace pages now clarify the free-user flow, improve draft-oriented actions, and reflect the Pro publishing gate before upgrade.

  • Updated marketplace discovery copy so free users can browse, save, and start drafts without publishing access.
  • Changed signed-out action copy to point users toward saving, drafting, or pursuing instead of only save-only language.
  • Aligned upgrade messaging and publish-lock states across public and workspace marketplace pages to the Pro publishing plan.
  • Preserved verification-only and public-record safety messaging while improving action flow clarity for public pages.

2026-05-11

Marketplace browse and detail UX polish

Public marketplace pages now guide users from discovery to underwriting with clearer filters, sort controls, and action hierarchy.

  • Added explicit market/strategy/sort/query and role state in `/marketplace` with default-safe sort behavior.
  • Added listing card compact-grid mode controls without changing data contracts.
  • Updated `/marketplace/[slug]` with map context, related listings, and copy-link control for teammate handoff.
  • Kept public-record and verification pathways visible and reordered for better decision flow.
  • Expanded edge-state copy and unit coverage to support empty and filtered states across both pages.

2026-05-11

Marketplace discovery and document signing embeds are stronger

The Marketplace now gives investors clearer ways to sort, filter, share, and inspect listings, while the document-signing builder loads from the configured DocuSeal host with matching security policy support.

  • Marketplace listings can now be sorted through URL state, scanned with active filter chips, and recovered from clearer empty states.
  • Listing detail pages now show richer operator, location, public-record, related-listing, and share-link context.
  • The DocuSeal builder now loads its self-hosted script from the configured origin and the app security policy allows that origin for the embed.
  • The setup docs now call out that DocuSeal embedded builder access must be enabled on the DocuSeal host before production reviewers can use the builder.

2026-05-11

Version 0.4.27 makes Settings easier to understand

PocketSquad settings are now organized around clear user questions, with notification delivery, AI preferences, privacy exports, and appearance controls living where users expect them.

  • Settings navigation is grouped into clearer identity, preference, access, history, and internal sections.
  • Notifications now expose email, in-app, and push/mobile preferences plus quiet hours in one place.
  • AI settings now own xAI keys, article narration voice, assistant visibility, and paid AI feature availability.
  • Privacy & data now lets users request exports and review export/deletion request history from the same surface.
  • Appearance now uses the shared settings layout for a more consistent workspace experience.

2026-05-11

DocuSeal local preview and production handoff are documented

PocketSquad now has a repeatable local DocuSeal runtime path and clearer production setup notes for validating native document signing before rollout.

  • Developers can run the self-hosted document-signing preview locally while keeping the production setup pointed at the deployed DocuSeal origin.
  • The setup guide now explains the local API-key handoff, Pro preview toggle, and environment variables needed for production validation.
  • Document signing remains Pro-gated in PocketSquad while the embedded builder is tested against the configured DocuSeal host.

2026-05-11

React quality gates are stricter for release handoff

PocketSquad now documents the React Doctor cleanup path and keeps the review gate explicit while warning cleanup continues in focused batches.

  • React Doctor now has a documented project gate so blocker-level regressions are easier to catch before review.
  • The testing guide records how React Doctor scans should be used during feature, mobile, and release handoffs.
  • The cleanup checklist tracks the remaining production-hardening work so warning fixes stay tied to reviewable tickets.

2026-05-11

PocketSquad AI chat experience gets focused polish

The PocketSquad AI chat page now has a cleaner layout and a simpler starting flow, with continuous prompt suggestions shown directly in the input field.

  • Prompt suggestions now cycle in-place in the input placeholder so the composer stays as the primary interaction point.
  • The centered hero branding icon and thread header now use the PocketSquad logo while preserving overall light-theme visuals.
  • Decorative wrappers around the chat hero icon were removed for a cleaner look.
  • The old suggestion chips were removed so users move straight into typing.
  • The composer input now performs a one-time page refresh when first focused to clear stale interactive state.

2026-05-11

Version 0.4.26 adds native document signing and template building

PocketSquad Pro members can now build, send, and track document signatures natively within their workspace, powered by our new secure DocuSeal integration.

  • Manage real estate contracts, offers, and disclosures without leaving PocketSquad.
  • The native document builder lets you design complex templates directly in your dashboard.
  • Enterprise-grade security: all document operations are protected by secure tokens and identity verification.
  • Centralized tracking: see the status of every signature request alongside your deal pipeline.
  • Style and performance polish: simplified Tailwind CSS opacity classes for a cleaner, more consistent codebase.

2026-05-11

Version 0.4.25 adds AI contract reuse groundwork for mobile

PocketSquad continues AI reliability work by extracting shared mobile AI contracts and response helpers so web and mobile surfaces can evolve from one contract model.

  • PocketSquad AI chat and voice-session request/response shapes now share a single contract definition for easier cross-surface compatibility.
  • Mobile AI route handlers now use shared CORS helpers to keep local preview behavior aligned.
  • Mobile API client functions now use typed shared payloads for chat and voice sessions.
  • The mobile AI screen now consumes a shared voice-session response type to reduce drift as more mobile surfaces are added.

2026-05-10

Security and reliability upgrades across the platform

PocketSquad deployed a comprehensive security update to ensure your data and sessions remain protected against modern attack vectors, focusing on stricter authentication policies and resilient API infrastructure.

  • Critical account actions (like deletion and API key management) now strictly require Multi-Factor Authentication (MFA) if you have it enabled.
  • Global route protections now instantly block unauthorized access attempts before they reach the application layer.
  • The application`s Content Security Policy (CSP) was hardened to provide best-in-class defense against cross-site scripting (XSS).
  • Session tracking and rate limiting were rebuilt to be highly resilient, preventing abuse without slowing down your experience.

2026-05-10

Enterprise-grade security and advanced settings infrastructure

PocketSquad brings serious security and deeper user control to the platform with WebAuthn Passkeys, TOTP Multi-Factor Authentication, Personal Access Tokens (PATs), active session tracking, full data exports, and a granular notification matrix.

  • Native WebAuthn Passkey support makes signing in faster and more secure.
  • TOTP Multi-Factor Authentication (MFA) and secure recovery backup codes protect your account.
  • Personal Access Tokens (PATs) enable secure developer access to the platform API.
  • Active Sessions tracking allows you to see where your account is logged in and revoke access remotely.
  • A new Data Export pipeline lets you securely request and download all your account data.
  • The Notification Matrix provides fine-grained control over what you receive, including timezone-aware quiet hours.

2026-05-10

Version 0.4.24 makes mobile AI and voice interactions more reliable

PocketSquad improves mobile AI stability with safer voice session handling, better speech-mode fallback behavior, and more consistent API routing in local development flows.

  • Mobile voice mode now validates session handoff data before entering capture and recovers cleanly when session creation fails.
  • Speech capture paths now fail back safely to text composition instead of leaving users in a dead voice state.
  • Local mobile API resolution no longer forces a hardcoded localhost port when the web app is running on another local port.
  • CORS-compatible response headers and OPTIONS handling remain aligned with the mobile AI and voice-agent session endpoints.
  • The mobile AI screen still keeps quick actions and messaging behaviors while improving the voice lifecycle around errors and cleanup.

2026-05-10

Version 0.4.23 renames Account to Settings and brings the mobile tab to parity

PocketSquad 0.4.23 renames the Account area to Settings on web and mobile, ships a full mobile Settings tab with real plan and completion signals, syncs dashboard widget preferences across devices, and tightens mobile reliability with a new test layer.

  • The web Account page is now /settings; existing /account links and bookmarks redirect automatically.
  • The mobile Account tab is now Settings, with profile, billing, visibility, notifications, security activity, and data privacy in one place.
  • Mobile Settings reads real plan, completion percent, and entitlements from your account instead of placeholder copy.
  • Mobile sign-out, public-profile toggle, voice preference, notifications mark-as-read, data deletion requests, billing checkout, and verification checkout are wired end-to-end.
  • Dashboard widget order, hidden widgets, and Wiggle-mode size choices now sync across devices through your account.
  • Existing on-device widget preferences carry over automatically the next time you sign in.
  • The widget grid still renders instantly from local state and saves changes in the background.
  • Mobile theme preference now reliably persists, and the appearance picker stays in sync with what is saved on your device.
  • Mobile dark-mode polish: assistant message bubbles render with consistent contrast across light and dark themes.
  • Form fields now surface a clearer error when used outside their parent field, helping the team catch UI regressions sooner.
  • Added a mobile unit-test suite that runs on every change so theme, navigation, and screen regressions get caught before release.
  • Production build path is now scoped strictly to the web app, so mobile workspace changes can never accidentally ship to web.

2026-05-10

Version 0.4.22 makes mobile touch feedback cleaner

PocketSquad 0.4.22 adds a cleaner motion layer to the Expo app, restores the mobile React Doctor score to 100/100, and tightens the OAuth callback path.

  • Mobile buttons now use lightweight press scaling for clearer touch feedback.
  • The mobile AI screen now uses virtualized lists with stable message keys for chat and quick actions.
  • Mobile dark-theme plumbing now passes typecheck while the app remains automatic light/dark aware.
  • The OAuth callback now moves the Supabase code exchange through a mutating POST bridge after the provider GET redirect.
  • Readiness and setup progress bars stay React Doctor-safe while preserving stable layout behavior.
  • The existing mobile motion system continues to cover screen entrances, card reveals, AI chat bubbles, starter prompts, tab focus, and wiggle mode.
  • Reduced-motion preferences remain respected for non-essential motion.
  • Mobile release metadata is now 0.4.22 with the third iOS and Android build identifiers.

2026-05-10

Version 0.4.21 clarifies plans and polishes mobile

PocketSquad 0.4.21 makes Free, Plus, and Pro naming the source of truth, improves Google profile photo import safety, shows paid plan badges in the workspace, and adds a native-feeling glass treatment to the Expo app.

  • Membership documentation now centers Free, Plus, and Pro instead of the retired Pro Plus language.
  • Google sign-in profile photos can now be imported only from trusted googleusercontent.com URLs.
  • Signed-in Plus and Pro users now see a compact plan badge in the workspace shell.
  • The web assistant widget now supports signed-in text chat without opening a microphone session.
  • Plus checkout fallback pricing now stays aligned with the Plus plan when a Stripe price id is not configured.
  • The Expo app now uses a shared Liquid Glass wrapper for cards, pills, buttons, fields, and the custom tab bar, with an iOS-native path and a safe fallback.
  • Mobile app version metadata is now 0.4.21 with the second iOS and Android build identifiers.

2026-05-10

React quality practices are clearer for contributors

PocketSquad's contributor docs now spell out the React Doctor validation loop and the mobile UI patterns that should stay clean before review.

  • The testing guide now documents pnpm-based React Doctor diff and full scans.
  • Mobile docs now call out safe text rendering, accessible labels, safe-area scrolling, stable list keys, and reducer use for related state.
  • The docs index now points contributors to React Doctor as part of the quality gate before shipping React changes.

2026-05-10

Version 0.4.20 adds mobile and tightens app health

PocketSquad 0.4.20 adds the first Expo mobile app alongside the production web platform, while tightening server actions, page metadata, navigation behavior, accessibility, and loading-state copy.

  • The repo now includes `@pocketsquad/mobile` under `apps/mobile`, using Expo Router for the native/mobile surface.
  • Root pnpm scripts now start, run, lint, and typecheck the mobile app without leaving the monorepo.
  • The first mobile screens mirror the operator workflow: dashboard readiness, address-first analysis, curbside lead capture, marketplace/network context, AI help, and account readiness.
  • Workspace, account, mobile field mode, profile-verification, and privacy-request server actions now perform explicit Supabase session checks before mutating current-user data.
  • Address suggestions no longer keep a mutable in-memory GET cache, preserving the response shape while keeping repeated GET requests read-only.
  • Homepage, Academy, Platform, workspace Marketplace, workspace calculator, public-record detail, and Market Intelligence redirect routes now expose clearer page metadata.
  • The blog assistant Settings action now uses client-side app navigation.
  • Workspace widget editing now closes with a clearer Finish editing widgets action.
  • Checklist rows, pagination semantics, and landing navigation scroll handling received small accessibility and performance cleanups.
  • Loading-state copy now uses consistent typographic punctuation across the calculator and assistant surfaces touched in this pass.
  • Mobile API hooks are documented around session/profile sync, field lead capture, mobile AI, and the existing property-intake path.
  • Bumped the web and mobile release metadata to 0.4.20.

2026-05-09

Account plan preview and assistant controls are cleaner

PocketSquad's latest polish pass makes Account billing states easier to scan, keeps founder plan previewing gated, and smooths a few workspace assistant controls.

  • The Account identity card now includes the member profile picture alongside the name-first layout.
  • Free, Plus, and Pro plan boundaries now use wider horizontal rows so the billing section is easier to read.
  • Allowlisted developer accounts can use the Billing & Access plan preview switcher when the production dev toggle flag is enabled.
  • Marketplace listing creation now has a cleaner collapsible draft/import area in the workspace.
  • Blog assistant and voice-agent controls now have clearer interaction paths for choosing assistant display and text chat.

2026-05-09

Account cleanup and dashboard widgets are easier to control

PocketSquad's latest review pass cleans up Account settings and gives the workspace dashboard a more hands-on widget editing mode.

  • Account settings now focus on identity, billing, verification when needed, profile, privacy, security, and notifications without workspace-summary or saved-work clutter.
  • The identity card now puts the member name first and keeps email as smaller supporting text.
  • Developer allowlisted accounts now get a clearer Toggle plans action for plan-preview QA.
  • Higher plans that already include verification no longer see an extra verified-badge upsell panel.
  • The workspace dashboard starter widgets moved up and can be rearranged, resized, hidden, and reset from Wiggle mode.

2026-05-09

Homepage pricing and deal-analysis CTAs are clearer

PocketSquad's latest homepage pass makes the free launch offer, Plus conversion timing, and primary deal-analysis path easier to understand before someone signs up.

  • The homepage hero now routes visitors straight into deal analysis, with signed-in users landing in the workspace Deal Analyzer.
  • The secondary hero action now points to the waitlist so new visitors have a clearer next step.
  • Pricing now separates PocketSquad Free from the paid Plus and Pro tiers with clearer billing copy.
  • The Pro plan now clarifies the post-free-period pricing: $20/month monthly or $15/month with annual billing.
  • The annual/monthly toggle now explains exactly when the $15 Pro price applies.

2026-05-09

Account and About pages get clearer paths to action

PocketSquad's latest 0.4.18 update makes account setup easier to scan, sharpens the About page around the execution OS promise, and gives new visitors a clearer picture of how the platform moves from property analysis to action.

  • Account settings now use collapsible sections for privacy controls and the Notifications / recent collaboration activity area so the page is easier to scan, especially on mobile.
  • The account completion panel now points people toward the exact Account sections that can finish setup signals.
  • The portfolio dashboard setup area can collapse when users want more room, while billing details stay centralized in Account settings.
  • The About page now aligns with the homepage's execution OS positioning, adds grounded founder/operator credibility, and includes a Why Now section.
  • A new About page workflow visual connects Property, Analysis, Squad, and Execution so the platform model is easier to understand.

2026-05-09

Version 0.4.18 sharpens marketplace import strategy and founder QA

PocketSquad 0.4.18 documents the MLS/listing API path, keeps MVP marketplace creation focused on reviewed URL imports, clarifies profile upload limits, and expands founder-only Pro preview testing.

  • Marketplace listing research now recommends user-provided listing URL import and manual draft review for MVP instead of premature direct MLS integration.
  • The post-MVP path is clearer: use provider-backed property enrichment next, then pursue broker-sponsored MLS access market by market when the workflow justifies it.
  • The Account profile photo upload now shows the 5 MB limit beside the upload control so users know the boundary before choosing a file.
  • Founder QA can preview paid marketplace gates through the internal developer plan toggle without needing a live Stripe checkout.
  • The signed-in sidebar now gives Dashboard its own gauge icon so it is distinct from the Homepage shortcut.
  • Bumped the app version from 0.4.17 to 0.4.18.

2026-05-09

Version 0.4.17 hardens paid AI and route security

PocketSquad 0.4.17 tightens access around paid voice and AI routes, adds browser security headers, sanitizes server-action redirects, and clears the PostCSS audit finding.

  • The voice guide now requires signed-in paid access before a realtime session can start.
  • AI assistant and source-planning endpoints now include clearer abuse controls so provider-backed features are harder to misuse.
  • Site-wide security headers now cover content policy, frame protection, referrer behavior, content-type sniffing, permissions, and production HSTS.
  • Workspace and account action redirects now reject unsafe protocol-relative destinations.
  • Bumped the app version from 0.4.16 to 0.4.17.

2026-05-09

Version 0.4.16 adds AI marketplace profile banners

PocketSquad 0.4.16 gives paid professionals a wide AI banner generator for public marketplace profiles, with managed storage, safe public rendering, and clearer separation from square AI headshots.

  • Paid users can now generate wide marketplace banner options from an editable prompt, preview and download them, and save one directly to their public profile.
  • Public professional profiles now support a managed marketplace banner header above the profile details when a safe stored banner URL is present.
  • The Account profile preview shows the saved marketplace banner and keeps free users on the upgrade path for both banner and headshot generation.
  • The AI headshot documentation now separates square profile-photo generation from the wider marketplace banner lane.
  • Bumped the app version from 0.4.15 to 0.4.16.

2026-05-09

Version 0.4.15 adds AI headshots and verification readiness

PocketSquad 0.4.15 turns the Account page into a stronger professional profile workspace with paid AI headshot generation, clearer verification requirements, defined marketplace digital products, and safer public-record source routing.

  • Paid users can now upload a source photo, edit the professional-profile prompt, generate AI headshot options, download results, and save one as their public profile image.
  • Profile verification now has role-specific requirements and review-source guidance for realtors, hybrid investor/realtors, contractors, lenders, attorneys, title/escrow teams, and other marketplace professionals.
  • Marketplace digital products now have a defined model, required fields, access type, preview image, and deferred checkout/delivery path.
  • Public-record retrieval now uses source-capability hints for county routing and follow-up attempts while keeping unsupported parcel, tax, and comp facts clearly unavailable.
  • Bumped the app version from 0.4.14 to 0.4.15.

2026-05-09

Version 0.4.14 connects listings, calculators, and Network

PocketSquad 0.4.14 makes marketplace listings carry more context into Deal Analyzer, keeps homepage calculator counts tied to the actual calculator suite, and reframes Teams as Network so discovery and private collaboration are clearer.

  • Marketplace listing handoffs now carry asking price, strategy, listing summary, description, city, state, and zip into Deal Analyzer while preserving the address lookup.
  • Deal Analyzer now shows loaded marketplace context before live property import completes, so the user can see the asking price and strategy they came in with.
  • Homepage calculator counts now come from the calculator suite source of truth, including the Rehab Estimator, instead of stale hard-coded totals.
  • The signed-in Teams area is now framed as Network, with public professional discovery separated from private team workspaces.
  • Marketplace now shows property listings, professional profiles, services, and digital products with clear live or planned availability labels.
  • Account profiles now include a gated AI headshot generation area so paid users can see the planned workflow and free users get a clear upgrade path.
  • The property-data research plan now separates MVP sources from later vendor integrations for parcel, tax, permit, hazard, rent, and comp data.
  • Marketplace saved-listing workspace updates and the hybrid Investor / Realtor role option were hardened behind the scenes.
  • Bumped the app version from 0.4.13 to 0.4.14.

2026-05-09

Network separates professional discovery from private workspaces

PocketSquad now uses Network language for the signed-in Teams area so public professional discovery and private collaboration are easier to tell apart.

  • Renamed the signed-in Teams surface to Network so users understand the difference between finding professionals and coordinating private collaborators.
  • Updated the Network page with separate entry points for finding public profiles and creating private team workspaces.
  • Refreshed navigation, roadmap, academy, voice-agent, and AI-discovery copy so team collaboration stays distinct from professional search.

2026-05-09

Version 0.4.13 ships dashboard polish and sign-in error feedback

PocketSquad 0.4.13 hides empty dashboard widgets so the workspace feels alive on day one, surfaces a useful message when Google sign-in does not complete, and aligns every marketplace surface on a single 'View in Deal Analyzer' call to action.

  • Dashboard now hides scenario, pipeline, and rollup widgets until you have the underlying activity, so a brand-new workspace shows guidance instead of zero-state tiles.
  • Failed Google sign-in attempts now show a clear message on the sign-in page so you know to retry or fall back to email and password.
  • Marketplace listings on every surface now share a single 'View in Deal Analyzer' action so the path from listing to underwriting is the same everywhere.
  • Bumped the app version from 0.4.12 to 0.4.13.

2026-05-09

Version 0.4.12 stands up Supabase agent tooling

PocketSquad 0.4.12 adds a read-only Supabase agent connector and a one-command persistence audit so the upcoming save-everywhere sprint moves at MCP speed.

  • Added a read-only Supabase agent connector so MCP-aware tools can inspect schema, RLS policies, and tables without leaving the dev loop.
  • Added a `pnpm persistence:audit` command that prints a deterministic snapshot of expected tables, policies, and indexes parsed from the migration files.
  • Documented the safety guardrails so the agent and audit are safe to run against production while keeping write authority inside migration files.
  • Bumped the app version from 0.4.11 to 0.4.12.

2026-05-09

Version 0.4.11 cleans up the workspace header and greeting

PocketSquad 0.4.11 makes the sidebar greeting match the user's local time of day and removes the duplicated header on the signed-in Deal Analyzer page.

  • Sidebar greeting now reflects the user's local time of day, so a Texas morning no longer reads as evening because of the server clock.
  • Removed the duplicated 'Deal Analyzer' header on the signed-in calculator pages so the page only shows one title block.
  • Internal Pro mode developer toggle is ready for review on the Account page so paid features can be tested without Stripe.
  • Bumped the app version from 0.4.10 to 0.4.11.

2026-05-09

Version 0.4.10 surfaces saved scenarios on the dashboard

PocketSquad 0.4.10 makes a Deal Analyzer save visible in the dashboard's Latest saved analyses widget and adds an end-to-end public-record round-trip test so requests, processing, and detail rendering stay wired up.

  • Saved Deal Analyzer scenarios now show up in the dashboard's Latest saved analyses card so a save is immediately visible where users look first.
  • The Reopen analysis link on the dashboard restores the exact Deal Analyzer scenario, so picking back up where you left off is one click.
  • Recent activity now reflects scenario saves alongside comp analyses for a single timeline of saved work.
  • Added an end-to-end public-record round-trip test so a request, the background completion, and the detail page stay verified together.
  • Bumped the app version from 0.4.9 to 0.4.10.

2026-05-08

Version 0.4.9 fixes profile save and Deal Analyzer import

PocketSquad 0.4.9 fixes the account profile save error, sharpens the Deal Analyzer save-as-scenario flow, and stabilizes address import so importing a selected suggestion lands the right property every time.

  • Fixed the account profile save error so members can update name, role, and visibility fields without hitting a server failure.
  • Made profile saves refresh the dashboard, marketplace, and public profile pages so updates show up everywhere right away.
  • Added a clearer save result banner on the account page so the outcome is visible even if the toast is missed.
  • Fixed Deal Analyzer address import so picking an autocomplete suggestion always imports that exact property.
  • Polished the Save-as-scenario button with idle, saving, saved, and error states plus a re-save prompt when scenario inputs change.
  • Hardened team-membership permissions behind the scenes to prevent recursion that previously blocked profile and team reads.
  • Bumped the app version from 0.4.8 to 0.4.9.

2026-05-08

Version 0.4.8 makes Marketplace MVP production-ready

PocketSquad 0.4.8 upgrades Marketplace MVP with free draft creation, publish-readiness guidance, professional profile discovery, role-aware contact paths, and stronger Deal Analyzer handoffs.

  • Let signed-in members create and edit marketplace drafts before upgrading while keeping publishing gated by PocketSquad Pro and public profile readiness.
  • Added required-to-publish and optional draft detail readiness checklists to the marketplace workspace.
  • Added a public `/profiles` professional directory plus marketplace profile cards with role, location, specialty, verification, preview, and contact context.
  • Added role-aware contact actions for sellers, realtors, contractors, lenders, property managers, and other published professionals.
  • Added signed-in Deal Analyzer actions to save the current analysis as a scenario and add the saved scenario to the deal pipeline.
  • Clarified required public data and unavailable-data policy so missing live records stay honest instead of looking complete.
  • Added Grok-backed address-specific source planning so the Deal Analyzer sources widget can adjust to the searched property.
  • Balanced the Deal Analyzer guide section by moving related guides into the left column and keeping related calculators on the right.
  • Improved public profile directory reads and fallback logging so unavailable profile data fails quietly without noisy error output.
  • Bumped the app version from 0.4.7 to 0.4.8.

2026-05-08

Version 0.4.7 turns the dashboard into a working queue

PocketSquad 0.4.7 upgrades the signed-in dashboard with a next-action queue, readiness summary, latest work previews, plan status, recent activity, and browser-persistent widget setup.

  • Added a Today's work queue that pulls urgent pipeline items and missing setup tasks into one scan.
  • Added profile, marketplace, verification, plan, scenario, pipeline, and target-market readiness scoring.
  • Added latest saved analyses, active pipeline previews, billing/plan status, recent account activity, and stronger empty-state CTAs.
  • Made dashboard widget order and visibility persist on the signed-in browser/device with accessible status feedback.
  • Bumped the app version from 0.4.6 to 0.4.7.

2026-05-08

Version 0.4.6 completes the account control center

PocketSquad 0.4.6 adds an account completion summary, clearer marketplace/profile boundaries, recent security activity, and more privacy and deletion safeguards on the signed-in account page.

  • Added an account completion dashboard that scans identity, public profile, trust proof, preferences, billing, and security activity.
  • Clarified the difference between the public profile editor and the marketplace workspace so listing management no longer crowds the live preview.
  • Added member-visible recent account activity from the existing security audit trail.
  • Added disabled data-export affordance, stricter account deletion confirmation, and browser-level HTTPS validation hints for profile proof links.
  • Bumped the app version from 0.4.5 to 0.4.6.

2026-05-08

Version 0.4.5 hardens account saves and billing upgrades

PocketSquad 0.4.5 keeps signed-in upgrade paths inside the workspace, hardens account security updates, and gives profile saves a recovery path if a browser request stalls.

  • Added a signed-in `/account/upgrade` page so upgrade and verification CTAs no longer send members back to public pricing.
  • Added same-origin checks, rate limits, clearer Google-account messaging, and an internal account security audit view for account update workflows.
  • Improved profile-save errors and added a timeout recovery message so the save button does not stay stuck indefinitely when a request stalls.
  • Added authenticated production smoke-test scaffolding for profile saves and bumped the app version from 0.4.4 to 0.4.5.

2026-05-03

Version 0.4.4 keeps Academy inside the workspace

PocketSquad 0.4.4 adds a signed-in Academy route so members can study guides and glossary topics from the workspace without losing the sidebar or authenticated context.

  • Added `/platform/academy` as the signed-in Academy hub using the same guide, webinar, library, and glossary content as the public Academy.
  • Added signed-in Academy guide routes under `/platform/academy/[slug]` so internal guide navigation keeps the workspace shell and sidebar visible.
  • Updated the signed-in sidebar and command palette Academy links to use the workspace Academy route.
  • Bumped the app version from 0.4.3 to 0.4.4 for this signed-in Academy release.

2026-05-03

Mainline build and workspace polish shipped together

PocketSquad consolidated the latest workspace, calculator, contractor search, and release verification work onto main while making pnpm installs quieter and more predictable for native dependencies.

  • Approved the native build scripts required by the current toolchain so installs no longer warn about esbuild, Sharp, or resolver packages being skipped.
  • Moved the latest calculator input handling, market-data, public-record, billing, and signed-in workspace polish onto the main release line.
  • Tightened contractor search states with clearer signed-in messaging, accessible loading feedback, and a retry path when a live search fails.
  • Expanded page-aware voice guidance across education and calculator routes so assistant prompts stay closer to the page a user is viewing.
  • Verified the consolidated release with focused unit coverage, a production build, and refreshed production dogfood artifacts.

2026-05-02

Account profile saves are production-verified

PocketSquad closed out the account profile save issue after confirming the production account page loads for a signed-in user and the profile editor remains available with the hardened save path in place.

  • Verified the production account workspace opens in an authenticated session and exposes the profile editor and save control.
  • Kept the schema-drift-safe profile read/write path in place so required profile fields save before optional profile details are attempted.
  • Recorded the production closeout in Linear and moved the profile-save issue to Done.
  • Left production profile data unchanged during the browser check because no explicit confirmation was given to submit a profile edit.

2026-05-02

Portfolio dashboard and Academy surfaces are cleaner

PocketSquad tightened the signed-in dashboard chrome and public Academy flow so the workspace feels lighter while glossary cards now open written education instead of dropping users into calculators.

  • Removed the large Portfolio Dashboard page header, shortened the breadcrumb title to Dashboard, and cleared the extra dashboard explainer and credit/yield boxes.
  • Simplified the collapsed workspace sidebar footer so only the profile avatar remains visible.
  • Removed the public Academy intro promo box so the page moves directly from the page heading into guide navigation.
  • Changed Academy glossary cards for DSCR, ARV, and Cash to open written Academy topic pages.

2026-05-02

Sign-up profiles now shape the dashboard setup

PocketSquad captures a new user's name and profession during sign-up so account bootstrap and dashboard setup can start from a cleaner profile identity.

  • Email sign-up now sends first name, last name, full name, and profession category into auth metadata for profile import.
  • Profile bootstrap imports the profession category when a profile is missing it, keeping new accounts from landing in a generic setup state.
  • Dashboard personalization keeps profession-aware widget setup and customization layout available after profile creation.

2026-05-02

Account profile saves are more resilient

PocketSquad hardened account profile saving so name and basic profile edits persist reliably even when optional profile columns are still rolling out.

  • Profile updates now save core identity fields before optional profile details, reducing the chance that schema drift blocks basic edits.
  • Save failures expose the database code, message, details, and affected profile fields in server logs so production issues can be diagnosed faster.
  • Profile reads fall back through narrower select sets when newer optional columns are unavailable.

2026-05-02

Deal Analyzer imports now fail more gracefully

PocketSquad hardened the Deal Analyzer import path so live property data can still populate the underwriting page when optional workspace saves fail, with clearer user messages and safer browser fallback behavior.

  • Property intake now keeps provider and validation failures explicit while treating workspace save problems as non-blocking warnings when live property data is available.
  • The Deal Analyzer shows partial-save warnings, resets stale comp, copilot, pipeline, and public-record state after a successful import, and keeps the import button recoverable after errors.
  • The floating voice orb now checks WebGL support and falls back to a static visual instead of repeatedly logging renderer errors in constrained browsers.
  • Focused route, page, comp-analysis, lint, and browser smoke checks cover the production hardening pass.

2026-05-02

PocketSquad Symphony workflow setup is documented

PocketSquad added the Symphony operating workflow so future agents can start from a consistent repo briefing, local setup script, and product context before making changes.

  • Added `WORKFLOW.md` as the top-level operating guide for PocketSquad agent work.
  • Documented the Symphony setup and handoff flow in `docs/symphony.md`.
  • Added `scripts/symphony-start.sh` to standardize local startup checks before continuing product work.
  • Refined homepage hero/account copy and tests alongside the workflow setup so the committed branch remains verified.
  • Kept generated browser artifacts and local secrets out of the committed release.

2026-05-02

Account profiles and contractor search are clearer

PocketSquad tightened account profile editing around identity, plan status, verification upsells, and save feedback while making contractor search read as all-US instead of a fixed market list.

  • Account identity now surfaces first and last name context plus whether the Supabase session came through Google, email, or local test auth.
  • The signed-in sidebar now greets users by first name based on time of day and can fall back to Google auth name/avatar metadata before profile fields are filled in.
  • Billing now tells users which plan they are on and keeps the upgrade action visible when a higher plan is available.
  • The public profile preview now shows first and last name details, and verification review moved into its own account upsell/status section instead of sitting inside the marketplace profile form.
  • Save profile feedback now uses clearer dirty, saving, success, and error states so users can see when profile changes need attention.
  • Contractor finder copy now points signed-in users to search any US city, state, market, region, or ZIP without implying support is limited to shortcut metros.

2026-05-02

Version 0.4.3 packages the audio and workspace stabilization release

PocketSquad 0.4.3 rolls up the latest paid audio playback work, contractor finder market support, account profile polish, signed-in workspace cleanup, and provider-neutral public copy into a versioned release.

  • Version bumped from 0.4.2 to 0.4.3 for the latest pushed stabilization batch.
  • Paid Audio articles now generate narration, store private Supabase audio assets, and play through entitlement-gated signed URLs.
  • Contractor finder copy now highlights all-US market support while keeping live searches behind sign-in.
  • Account surfaces now show clearer access, sign-in method, preview, and profile-save status details.
  • Public-facing copy avoids exposing provider internals while keeping source-backed workflow behavior intact.

2026-05-02

Contractor search now supports all US markets

PocketSquad expanded the homepage contractor finder with clearer guidance that signed-in users can search any US city, state, market, or ZIP.

  • Removed the fixed market shortcut list so the finder does not imply only selected metros are supported.
  • Kept live contractor search behind sign-in while showing that searches can target any US city, state, market, or ZIP.
  • Updated the search prompt so broad US regions, states, metros, markets, and ZIP codes are treated as valid geographies when source-backed contractor service areas support them.
  • Kept provider branding out of public copy while preserving source-backed result cards and verification reminders.

2026-05-02

Audio articles now generate and play from stored narration

PocketSquad moved paid Audio articles from a placeholder into a real AI narration flow with private Supabase Storage, reusable manifests, signed playback URLs, and clearer in-progress handling.

  • Generate article narration through the selected PocketSquad voice and documented MP3 output options.
  • Store generated MP3 segments plus a manifest in the private Supabase `blog-audio` bucket and track status in `blog_audio_assets`.
  • Return signed playback URLs only after entitlement checks, so paid users can play stored audio without making the bucket public.
  • Prevent duplicate generation while an asset is already processing and let the player refresh status instead of getting stuck.
  • Updated product and architecture docs so Audio articles are documented as shipped infrastructure rather than a future placeholder.

2026-05-02

Deal Analyzer is cleaner and more address-first

PocketSquad simplified the Deal Analyzer around the property address, core underwriting numbers, and collapsible advanced tools for data sources, stress testing, sharing, and workflow handoffs.

  • Replaced the checklist-style hero with a tighter address-first opening that points users to import a property before adjusting assumptions.
  • Kept core imported facts, BRRRR math, sensitivity output, and comp analysis visible as the main working path.
  • Grouped public data sources, share/stress controls, and workflow handoffs into collapsible panels so advanced tools stay available without dominating the page.
  • Updated Deal Analyzer tests to cover the simplified surface and advanced tool grouping.

2026-05-02

Workspace, profile, and address import flows are cleaner

PocketSquad tightened the signed-in workspace around real data, profession-aware profile setup, safer Google sign-in, and clearer address import failures.

  • Renamed the dashboard surface to simpler workspace language, removed duplicate filler copy, and organized the page around reusable data-backed widgets.
  • Added investor and realtor starter widget presets while keeping the first pass static and migration-free.
  • Updated profile settings with profession-aware sections and an explicit marketplace visibility toggle backed by the existing public profile setting.
  • Hardened Google OAuth redirects and callback handling so sign-in preserves safe destination paths and profile bootstrap runs after successful callbacks.
  • Normalized autofilled address imports and returned structured property-intake errors instead of opaque import failures.
  • Updated the developer docs to capture the new workspace/profile behavior and keep MLS/API research deferred until listing import MVP requirements are clear.

2026-05-02

Account profiles now adapt to investor and realtor setup

PocketSquad account settings now make profile setup clearer for investors, realtors, and hybrid investor/realtor users, with explicit marketplace visibility before a profile is shown publicly.

  • Added a hybrid Investor / Realtor profession option for users who need both buyer and listing-side marketplace context.
  • Updated the account profile form so target markets, ZIP codes, deal focus, client/listing focus, license credentials, and external proof links read differently based on the selected profession.
  • Renamed the public profile toggle to make marketplace visibility explicit instead of publishing profiles implicitly.
  • Kept the save path on existing profile fields so role-aware setup does not require a new database migration.

2026-04-26

Voice guide launcher shimmer is visible again

PocketSquad restored the floating voice guide button's shimmer so the round launcher reads as active and interactive before a visitor opens the voice panel.

  • Moved the shimmer layer above the orb artwork instead of leaving it hidden behind the center animation.
  • Increased the sheen contrast and sweep range so the effect remains visible against the light launcher background.
  • Kept the shimmer alive while a call is active, with the active ring still showing the live voice state.
  • Added regression coverage so the launcher keeps a dedicated shimmer layer above the orb.

2026-04-24

Founder portraits and bios now appear on the About page

PocketSquad's About page now shows founder headshots, titles, and updated bios for Joseph Defendre and Ben Boehm in the founders section instead of letter-only placeholders.

  • Added dedicated founder image assets for Joseph Defendre and Ben Boehm.
  • Updated `/about#founders` to render circular founder portraits with accessible alt text.
  • Swapped the temporary casual sources for polished suit headshots before publishing.
  • Refined founder titles and bios to mention Joseph's US Army veteran background and Ben's US Navy veteran background.

2026-04-24

Account profiles and credential changes are now stricter and safer

PocketSquad hardened account/profile editing so public-facing links are validated, profile photos must use managed uploads, sensitive profile details fail closed on public pages, and sign-in email/password changes now require server-side re-authentication before they are applied.

  • Public profile links now only publish safe `https` destinations, and social links are restricted to the expected LinkedIn and Instagram domains.
  • Profile photos now have to come from PocketSquad-managed uploads, with supported image formats and a 5 MB upload ceiling.
  • Public profile pages no longer fall back to the account email as the headline identity, and they suppress raw verification/license notes unless the profile is actually in a reviewable verification state.
  • Sign-in email and password changes now go through a PocketSquad server route that requires current-password re-authentication and records account-security audit events.
  • Notification center reads and mark-as-read updates are now scoped to the signed-in account so one user cannot read or mutate another user’s notifications.

2026-04-24

AI Underwriting Briefs now require source-backed comps before they run

PocketSquad tightened AI Underwriting Brief generation so signed-in investors get briefs only after the analyzer has returned source-backed sale comps, selected comps include citations, and saved brief history can be trusted inside the workspace.

  • The Deal Analyzer now explains missing source-backed comp coverage before asking users to generate a brief, so the next action is clearer when live comp data is not ready yet.
  • AI brief generation now requires at least one selected sale comp with source citations instead of allowing a generic market summary from incomplete comparable data.
  • Signed-in brief generation now fails closed when the saved analysis cannot be persisted, keeping generated output aligned with workspace history.
  • Imported properties are now saved per user, so two signed-in investors can import the same provider property without colliding in the workspace.
  • Focused route, UI, comp-analysis, and property-intake tests cover the signed-in brief flow and source-backed comp requirements.

2026-04-24

Product-updates signup now stores leads reliably and notifies the full founder inbox set

PocketSquad's homepage product-updates form now works end to end in local and production: waitlist signups persist through a safer fallback path, founder notifications send through Resend, and the notification list covers Joseph, Ben, and the shared support inbox.

  • Hardened `/api/waitlist` so signups can persist through the available Supabase path or a local fallback instead of failing when admin configuration is missing.
  • Moved waitlist notifications onto the Resend SDK and verified the production sender path against `updates@pocketsquad.ai`.
  • Set the notification recipient list to `joseph@pocketsquad.ai`, `ben@pocketsquad.ai`, and `support@pocketsquad.ai` across local defaults and production configuration.
  • Confirmed the live production waitlist endpoint returns `200 OK` from `https://www.pocketsquad.ai/api/waitlist` after deployment.

2026-04-24

Public-record search now targets exact county tax records

PocketSquad tightened the public-record retrieval prompt so AI-backed searches start with the exact property address, prioritize official county tax and assessor sources, and return citations only when the record can be tied back to the subject property.

  • Public-record retrieval now tells the AI search layer to search the exact quoted address first, then expand into county tax, assessor, treasurer, tax collector, auditor, parcel, and GIS sources.
  • Tax and assessment fields now prefer official county or municipal sources over listing sites, with explicit instructions to leave unverifiable values blank instead of guessing.
  • The prompt asks for citation notes when county portals only expose search forms or unstable URLs, so users can see the source limitation instead of trusting a vague result.
  • The public-record processor now allows up to 12 search results for broader county tax coverage while still requiring grounded citations.
  • Unit coverage verifies the exact-address tax prompt, search settings, and county tax source language.

2026-04-24

AI public-record reports are now viewable from the workspace

Completed public-record requests now open into a full AI report page instead of ending at a queue status. Investors can review sales history, permits, parcel facts, improvements, tax details, source links, caveats, and retrieved-at metadata from the marketplace workspace or deal analyzer.

  • Upgraded `/platform/marketplace/public-records/[id]` from a request detail page into a structured AI report with status, pending, completed, failed, and cited-source states.
  • Added report sections for tax and assessment, parcel and lot facts, improvements, sales history, permit history, and source citations.
  • Changed completed-request calls to action in the marketplace workspace and deal analyzer from generic detail links to AI-record/report links.
  • Added tests for completed report rendering, pending report state, source-link deduping, and updated workspace/analyzer CTAs.

2026-04-24

Public-record requests can now be queued from real subject properties

PocketSquad added a reusable public-record request path for saved marketplace listings and imported deal-analyzer subject properties, so investors can start background public-record retrieval without blocking underwriting work.

  • Added `/api/public-record-requests` so the client can queue a public-record search by saved subject property.
  • Extended public-record request helpers, duplicate-active-request checks, database migration, and processing logic for property-targeted requests.
  • Added deal-analyzer and marketplace calls to action for requesting public records once a subject property is saved.
  • Added focused route/helper/page tests for queueing, duplicate protection, detail links, and request processing.

2026-04-24

Calculator SEO, account safety, and property-intake trust all got hardened

A broad production-hardening pass split calculator pages into server metadata wrappers and client calculators, added SEO guide content and sitemap coverage, protected profile edits from accidental navigation, noindexed private/auth routes, rejected non-address intake text, and stopped showing fabricated fallback comps when live comps are unavailable.

  • Calculator pages now expose server-side metadata while preserving interactive client calculators, guide content, related links, and FAQ schema.
  • The calculator index, sitemap, resource guides, and signed-in navigation now route investors more cleanly into the underwriting library.
  • Account profile editing now warns about unsaved changes and highlights the save action when fields are dirty.
  • Auth, account, and internal review pages now carry noindex metadata so private workflow surfaces stay out of search results.
  • Property intake now rejects person-name/general-text queries and shows explicit no-live-sale-comps and no-live-rent-comps states instead of seeded fake comparables.

2026-04-24

Address intake launcher now has autocomplete and cleaner handoff into the analyzer

The address auto-import launcher now behaves more like a working acquisition intake surface, with address suggestions, selected-address state, and cleaner handoff into the live deal analyzer.

  • Added autocomplete behavior to the platform address auto-import surface so investors can pick a likely property before launching analysis.
  • Preserved market and selected address context during the handoff into `/calculators/deal-analyzer`.
  • Extended platform route coverage so the launcher, suggestions, and analyzer handoff stay wired together.

2026-04-24

Portfolio command center, mobile field mode, and mobile deal analyzer all ship as working features

Three platform surfaces moved from marketing stubs to functioning product in the same cycle. Portfolio Command Center now reads saved properties for signed-in investors and rolls up equity, monthly rent, and weighted gross yield; Mobile Field Mode captures curbside leads straight into the PocketSquad lead queue; and the Mobile Deal Analyzer is a thumb-first live underwriting form that hands off cleanly into the full cash-on-cash calculator.

  • Portfolio Command Center at `/platform/portfolio-command` now uses real property data for signed-in users — total equity, monthly rent, and weighted gross yield update as saved properties change. Signed-out visitors still see a demo view with a sign-in CTA so the page stays discoverable.
  • Mobile Field Mode at `/platform/mobile-field-mode` is a real curbside capture form — address, strategy, and condition notes save as a `field-capture` lead item that lands directly in `/leads` and can be promoted into the deal pipeline later.
  • Mobile Deal Analyzer at `/platform/mobile-deal-analyzer` is a scoped live underwriting form that turns five inputs (price, rent, down payment, rate, expenses) into monthly cash flow, cash-on-cash, cap rate, and monthly payment with tone-colored readouts for quick GO/WATCH/AVOID calls.
  • `Continue in full analyzer` forwards every mobile-analyzer input into `/calculators/cash-on-cash` via URL params so mobile and desktop numbers stay consistent.
  • Added `lib/portfolio-properties.ts`, shared portfolio metric math, and unit tests covering empty portfolios, weighted yield, and row mapping from the Supabase properties table.

2026-04-23

Rehab cost estimator now feeds a consistent rehab total into every underwriting calculator

PocketSquad shipped a standalone rehab cost estimator at `/calculators/rehab-estimator` that lets investors build a scope from seeded room and feature assumptions, apply market multipliers, and hand the aggregate rehab total into Fix & Flip, BRRRR, and the deal analyzer so the same number drives every downstream underwriting view.

  • Added a new rehab estimator calculator with seeded rooms and features, market multipliers, subtotal, contingency, and a final rehab total.
  • Listed the rehab estimator alongside the other calculators on the main calculators index so investors can find it in the same place as Fix & Flip and BRRRR.
  • Wired the rehab total into Fix & Flip, BRRRR, and the deal analyzer via query-param handoff so the downstream calculators all work from a single aggregate rehab number.
  • Extended the deal analyzer to accept an absolute imported `rehabCost` while keeping the existing rehab delta control intact.
  • Added unit and page tests covering the rehab estimator logic, the calculator page, and the deal-analyzer handoff regression.

2026-04-23

Homepage platform showcase is tighter and the BRRRR calculator grew a built-in rehab helper

PocketSquad refreshed the homepage platform showcase to better explain what the product does at a glance, fixed a landing-header nav overlap at tablet widths, and added a rehab-scoping helper directly inside the BRRRR calculator so investors can pressure-test rehab assumptions without leaving the page.

  • Reworked the homepage platform showcase so the product story reads more clearly and each surface has room to breathe.
  • Fixed the landing navigation overlap that cropped up at tablet widths so the header lays out cleanly across screen sizes.
  • Added a built-in rehab helper to the BRRRR calculator so investors can sketch rehab scope inline instead of jumping out to a separate tool.
  • Gated the homepage quick calculator behind a public feature flag so it can be rolled out independently of the surrounding showcase changes.
  • Extended calculator-page and navigation tests to cover the new BRRRR helper surface and the refreshed header layout.

2026-04-18

Homepage navigation now adapts to signed-in users, and saved imports come back in the analyzer

PocketSquad's latest workflow pass tightened the path between the public site and the signed-in workspace: the homepage now recognizes when a user already has access and routes them toward the product, while the deal analyzer can restore the most recent saved import so investors do not have to restart the same property review from scratch.

  • Made the homepage navigation auth-aware so signed-in visitors see direct Workspace and Account actions instead of generic public-site calls to action.
  • Loaded entitlements on the server before rendering the homepage nav, which keeps signed-in routing consistent on first load instead of waiting for a client-side guess.
  • Changed the property-intake API to return whether an imported property was actually saved to the user's workspace.
  • Persisted the most recent saved imported property in local storage on a per-user basis so the deal analyzer can restore that property when the investor returns.
  • Updated analyzer import messaging to distinguish between a temporary imported scenario and one that was also saved into the member's workspace.

2026-04-16

Deal analyzer desktop layout now gives address intake and underwriting more room to work

PocketSquad's desktop deal analyzer was reworked around a wider, more sequential workflow: address search now leads the page, the core underwriting view sits directly underneath it, and supporting tools like presets, sharing, and stress testing were moved into clearer supporting rails.

  • Moved the live address-intake surface out of the cramped sidebar into a full-width desktop-first header section.
  • Reframed the page around a search-first flow so investors import the property first and then work the underwriting view directly below.
  • Shifted demo presets into a larger supporting panel instead of mixing them into the primary import workflow.
  • Pulled sharing and stress-test controls into a clearer secondary rail so the main analysis area stays focused on the active deal.
  • Expanded desktop spacing, headings, and field sizing to make the import and review flow easier to scan during longer underwriting sessions.

2026-04-16

Portfolio onboarding now carries target markets more cleanly into the dashboard

PocketSquad's portfolio dashboard now does a better job preserving onboarding market context: saved target markets are parsed more reliably from profile data, the onboarding experience shows those markets back to the investor, and market-watch messaging is clearer when live coverage is still limited.

  • Changed portfolio onboarding defaults to parse target markets from profile data more carefully, including semicolon-separated values and city-plus-state pairs.
  • Preserved cleaner market labels during onboarding so saved places like Charlotte, NC and Raleigh, NC carry into the dashboard without being split apart incorrectly.
  • Updated the market-watch panel to distinguish between supported live coverage and target markets that are saved in the investor's plan but not yet covered by PocketSquad.
  • Added clearer fallback copy when a user has target markets but PocketSquad does not yet have live market intelligence for them.
  • Extended the platform surface route test so onboarding users seeded from profile data show the parsed target markets and the no-coverage message correctly.

2026-04-16

Imported properties now include tax context and a verification link

PocketSquad's address-import flow now carries property-tax information further into underwriting, so investors can see the imported tax burden, trace it back to a source, and treat it as part of due diligence instead of recreating it by hand.

  • Extended the imported property shape so address intake can store annual and monthly property-tax context as structured data instead of burying it in generic metadata.
  • Updated the live property lookup prompt to ask for tax amounts from county treasurer, assessor, auditor, or tax-collector sources when they are available.
  • Surfaced a source link and disclaimer alongside imported tax values in the deal analyzer so users can verify the number before relying on it.
  • Changed analyzer tax math to prefer imported tax values over the old flat percentage fallback whenever grounded tax data is available.
  • Preserved backward compatibility by persisting the tax payload inside property metadata, which keeps the first pass shippable without a schema migration.
  • Revalidated the core behavior with targeted import and comp-analysis tests covering tax persistence and analyzer output.

2026-04-16

Address intake imports now complete end to end again

PocketSquad's address intake flow was repaired across the full handoff path, so investors can launch from the intake surface, import a live property into the analyzer, and get clearer failures if a provider breaks again.

  • Added a fallback import path when the upstream provider returns the deprecated live-search error, so address intake can still produce a usable subject property and seeded comps.
  • Changed the property-intake API to return structured upstream failure responses instead of collapsing provider errors into an opaque 500.
  • Hardened analyzer-side import parsing so failed imports surface a clearer message instead of silently degrading into a generic error.
  • Removed the server-render bailout tied to the shared voice widget so the intake launcher and analyzer routes render more reliably on first load.
  • Converted the address auto-import launcher into a plain GET handoff so the primary CTA still works without waiting on client-side routing to hydrate.
  • Revalidated the repaired flow in a live browser with a successful import of 2817 Bancroft Street into the analyzer.

2026-04-16

Heatmaps, address intake, and profile saves all got more reliable

PocketSquad's latest workflow pass made three core investor experiences stronger at once: neighborhood heatmaps now work without paid market-data vendors, address intake is faster and more direct inside the deal analyzer, and account profile saves are more resilient during schema rollouts.

  • Shifted neighborhood heatmaps toward a free public-data path so the market screen remains usable even without paid provider credentials.
  • Added optional HUD rent enrichment on top of the free baseline so rent context can get stronger when that data is available without making the feature dependent on it.
  • Added server-backed address suggestions to the deal analyzer so investors can pick a likely property match before running the full import.
  • Turned the address auto-import page into a real launcher that carries the entered address and market context straight into the live analyzer flow.
  • Tightened property-intake persistence handling so snapshot and comparable-save failures return clearer errors instead of silently looking successful.
  • Hardened account profile reads and saves against schema drift so members are less likely to hit a generic failure while profile changes roll out.
  • Condensed the homepage priority-buildout section into a tighter carousel so the public product story is easier to scan.

2026-04-13

Deal analysis now does a better job helping investors pressure-test value

PocketSquad's deal analyzer now goes further than a simple comp list: it recommends stronger comparables, helps investors adjust for real differences between properties, adds clearer value and risk guidance, and supports more guided help while they work through the deal.

  • Expanded the comparable-property workflow so investors can review a broader comp set instead of relying on a thin static list.
  • Started explaining why suggested comps are stronger or weaker matches, which makes it easier to pressure-test the value read before moving on an offer.
  • Added grouped comp adjustments so users can account for things like condition, size, parking, and market timing in a cleaner way.
  • Improved the analyzer's value-range, confidence, and risk messaging so the next decision is easier to understand at a glance.
  • Added a signed-in comp copilot flow for deeper follow-up when investors want help refining comps and adjustment logic.
  • Added a guided voice walkthrough mode inside the analyzer so users can talk through comparable selection and next underwriting steps.
  • Extended page-aware voice guidance across more education pages so the voice guide feels more relevant when users are learning specific strategies.

2026-04-13

Brand assets, social previews, and platform cards are now cleaner and more consistent

PocketSquad's branding layer is now more coherent across browser chrome, shared links, and public product surfaces, so the favicon, logo treatment, and social preview behavior line up better with how the product presents itself to investors.

  • Installed the favicon and app-icon set into the public asset path instead of leaving brand files scattered at the repo root.
  • Added a real site manifest so PocketSquad's icon set is more consistent when the site is pinned or saved on devices.
  • Pointed app metadata at the refreshed icon files so browser and mobile shortcut surfaces use the intended artwork.
  • Consolidated the core logo files under a clearer brand asset location and started using the new mark across the shared public site headers and footer.
  • Added branded Open Graph and Twitter preview images so shared links resolve to a cleaner PocketSquad card instead of inconsistent defaults.
  • Added a dedicated social preview image for `/platform` so that route shares a more product-specific card than the site-wide fallback.
  • Removed the extra academy card labels from the platform surface so the black-box presentation reads more cleanly.

2026-04-12

Profiles, verification, and account controls became more buyer-ready

PocketSquad's account layer now behaves more like a live operating product: profile state is richer, notification preferences are cleaner, verification review is easier to manage, and trust-oriented account controls are more explicit.

  • Expanded account and public-profile support around custom profile URLs, public/private visibility, richer operator fields, direct photo management, and clearer save-state handling.
  • Tightened notification behavior so disabled categories stop creating noise instead of only disappearing from the interface.
  • Made verification review easier to manage so trusted profiles can move through approval with less friction.
  • Added clearer account actions around deletion and billing, and documented how verification fits into the paid offering.

2026-04-12

Academy guides, out-of-state positioning, and homepage refresh

PocketSquad's education layer expanded into a full academy with 13 detailed guides, the out-of-state investor story gained dedicated surface area across the site, and the homepage was refreshed with interactive proof points and a sharper visual narrative.

  • Published 13 detailed Academy guides spanning Beginner, Admin & Legal, and Advanced categories with a tabbed Academy page and linked guide detail pages.
  • Created 5 SEO blog posts as companion content for the beginner academy guides.
  • Expanded out-of-state investor positioning across hero, nav, pricing, features, and about page with a new /out-of-state landing page and build-your-squad wizard.
  • Added an interactive out-of-state investor checklist resource.
  • Added an Invest From Anywhere homepage section and a quick cash-on-cash calculator on the homepage.
  • Replaced testimonials with data-driven credibility stats and upgraded the How It Works section to visual panels.
  • Published 6 out-of-state focused blog posts and redistributed blog dates for natural cadence.

2026-04-11

Marketplace direction, future pricing gate, and out-of-state positioning landed on the public site

PocketSquad's public story now does a better job showing how investors move from sourcing to underwriting to execution: the site has a real marketplace route, the pricing story is more intentional, and the out-of-state investor angle now has dedicated surface area.

  • Added a real `/marketplace` route and wired it into public navigation, footer links, sitemap coverage, and marketplace-specific route tests.
  • Framed the marketplace as a transaction layer that connects back to the deal analyzer, market intelligence, lead flow, and operator-profile visibility instead of acting like a generic listings wall.
  • Refined the pricing surface so future premium positioning can be introduced more cleanly as the product expands.
  • Expanded public positioning around out-of-state investing with dedicated landing-page and resource pathways instead of burying that use case inside generic platform copy.

2026-04-11

AI guidance is now more consistent across PocketSquad

PocketSquad's AI layer is now more consistent across product surfaces, which makes generated guidance feel less fragmented as more investor workflows become AI-assisted.

  • Unified AI guidance behavior across the product so generated responses feel more consistent from one workflow to the next.
  • Removed overlapping AI paths so PocketSquad follows a clearer single direction for AI-backed workflows.
  • Moved the codebase closer to one consistent AI boundary before more user-facing workflow polish lands on top.

2026-04-11

Homepage workflow copy, construction banners, profile uploads, and homepage return link shipped

PocketSquad's surface polish moved forward in four places at once: the homepage workflow story now explains the platform more clearly, preview-only feature pages now say they are under construction, members can upload a profile photo directly, and the signed-in workspace now exposes a direct path back to the public homepage.

  • Reframed the homepage How It Works section around the broader user journey instead of a narrow deal-analysis flow, with simpler and less technical language.
  • Added a reusable under-construction banner to preview-only feature surfaces so incomplete pages no longer look silently unfinished.
  • Added direct profile photo upload so members can update their identity inside PocketSquad more easily.
  • Added an explicit homepage link inside the signed-in workspace shell so members can jump back to the public site without guessing the navigation path.

2026-04-10

Academy, lead flow, and team workspaces now behave like live workflow surfaces

Academy, lead flow, and team workspace pages now behave more like live workflow surfaces, with Academy routing tied to real destinations and the richer workspace implementations preserved.

  • Kept the clickable Academy cadence, library, and glossary links wired into real product and resource routes instead of static content blocks.
  • Preserved the live lead-capture and team-workspace implementations while tightening how those workflow surfaces fit together.
  • Closed the last integration gap so the shipped workflow surfaces now match the intended product story more closely.

2026-04-10

Deal records now run collaborator workflows inside the pipeline

The deal pipeline moved from a shared board into a true operating record with saved-scenario attachment, per-role collaborator lanes, lane notes, workflow activity, and richer notifications.

  • Added a live deal-record page tied to the pipeline item instead of limiting the workflow to stage cards alone.
  • Added contractor, partner, VA, and lender workflow lanes with assignment, status updates, and lane-specific notes.
  • Expanded workflow notifications so handoff requests and status changes now ping the right collaborators instead of relying on generic comments alone.

2026-04-10

Sign-in and session reliability improved

PocketSquad's sign-in flow now behaves more reliably after sign-up, across redirects, and through session refreshes so members can get back into the workspace with less friction.

  • Improved sign-in configuration handling so authentication behaves more reliably across environments.
  • Tightened session refresh behavior so auth state stays more stable and private during redirect and refresh flows.
  • Kept the sign-up completion flow moving by pairing the animated success handoff with the tightened sign-in redirect path.

2026-04-10

Workspace-first product direction is now explicit

PocketSquad's roadmap is now framed around a small investor team's daily workspace: one investor gets immediate value from deal execution and portfolio visibility, then invites collaborators into live workflows.

  • Clarified the core wedge as a deal operating system for small investor teams instead of a broad marketplace or social network.
  • Prioritized a connected workspace flow across deal analysis, saved scenarios, pipeline actions, and collaborator handoffs.
  • Defined growth around natural invite moments like contractor scope review, lender packet review, and partner approval workflows.

2026-04-06

Market intelligence now routes into real underwriting paths

The market-intelligence surface now acts like a decision layer instead of a static explainer, with clickable ZIP cards, market detail briefs, methodology, and analyzer handoff.

  • Made ZIP cards, strategy sections, and featured market cards link into concrete routes instead of dead-end presentation blocks.
  • Added market detail pages and a scoring-methodology page so users can go deeper before opening the calculator stack.
  • Connected market selection to the deal analyzer so a chosen market can prefill the closest underwriting scenario.

2026-04-06

Blog article routes now resolve reliably

Dynamic blog article pages were stabilized so published posts resolve through the async App Router params flow instead of failing on direct article visits.

  • Updated the dynamic blog route to handle async params correctly in the App Router.
  • Closed the reliability gap for direct article URLs and static blog article generation.
  • Kept the editorial funnel intact by making the article pages dependable entry points again.

2026-04-06

Platform routes, auth entry points, and portfolio command flow were tightened

PocketSquad gained the missing route surfaces behind the platform inventory while the portfolio command layer and account entry points were refined into a more coherent product path.

  • Added the missing platform, sign-up, and account-linked route surfaces so navigation no longer lands on dead ends.
  • Refined the portfolio command surface to better frame daily-use operator workflows.
  • Stabilized local validation around the route and surface expansion work before pushing it into mainline history.

2026-04-06

Public product updates and landing-page reliability improved

PocketSquad now has a public-facing product updates page, and the landing experience is more stable in production so the marketing shell renders cleanly.

  • Added the changelog page so shipped work can be surfaced inside the product.
  • Fixed the landing-page SVG hydration mismatch that was causing rendering instability.
  • Improved the reliability of the marketing shell while adding a durable public release log.

2026-04-06

Academy, lead flow, and team routes now show concrete operating workflows

The workflow surfaces moved beyond placeholder copy into structured modules that show how education, lead sharing, matching, and collaboration would actually run inside PocketSquad.

  • Expanded the academy page with webinar cadence, recorded-library modules, and glossary terms tied to real investor jobs.
  • Expanded the lead-flow page with community queue types and matching-campaign examples instead of generic concept text.
  • Expanded the team workspace page with role definitions and shared operating lanes to clarify the eventual permissions model.

2026-04-06

Platform surfaces added for academy, lead flow, teams, and workflow routes

PocketSquad now exposes the next product surfaces directly in the app so homepage and platform links land on real pages instead of dead ends.

  • Added academy, lead flow, and team workspace pages using a shared platform surface pattern.
  • Added deal pipeline, portfolio command, and mobile field mode routes to support the existing platform showcase links.
  • Updated sitemap coverage and platform feature inventory so the new routes are discoverable and test-covered.

2026-04-06

Roadmap expanded for underwriting, academy, matching, and teams

The product docs now sequence the next major buildout across comps, rehab scopes, academy content, lead matching, and investor-team collaboration.

  • Expanded the roadmap with staged delivery guidance for address-first underwriting, rehab and ADU planning, and neighborhood intelligence.
  • Added academy, community lead-sharing, targeted campaign, and investor-team collaboration goals to the documented plan.
  • Updated architecture notes to reflect the likely routes, tables, and service boundaries these features will require.

2026-04-06

Supabase, Stripe, and AI-powered premium blog features

PocketSquad now has a real backend boundary for auth, waitlist capture, billing state, and article-level AI help.

  • Added Supabase auth, Postgres schema scaffold, and waitlist submission route.
  • Added Stripe checkout plus webhook sync for paid entitlements.
  • Added Vercel AI SDK + Anthropic article assistant and premium Audio articles gating.

2026-04-06

Calculator engine and audio article groundwork

The product surface expanded from static marketing into interactive investor workflows and premium editorial positioning.

  • Expanded calculator capabilities and supporting product structure.
  • Introduced the first Audio articles product framing on the blog surface.

2026-04-06

Blog expansion and landing page refinement

The editorial layer and site messaging were tightened to better match the investor operating-system angle.

  • Expanded blog content inventory and article quality.
  • Refined landing messaging and removed riskier brand references.

2026-04-06

Property management company category added

The provider taxonomy now explicitly includes property management companies across the site.

  • Updated feature, about, contact, and educational surfaces.
  • Aligned the marketing taxonomy with the intended backend-safe category shape.

2026-04-06

Footer pages and documentation structure

The site gained more complete company/legal routing and a stronger contributor entrypoint.

  • Added footer-linked informational pages.
  • Improved onboarding and project cleanup for future contributors.

2026-04-05

Initial footer route buildout

The missing support pages and footer destinations were created so the site could stand on its own as a full web property.

  • Added About, Contact, Blog, BRRRR Guide, LLC Setup, Privacy, Terms, and Disclaimer pages.
  • Established the current non-home page structure used throughout the site.

Going forward

This page should stay focused on customer-facing product movement: the workflows that got stronger, the pages investors can use, and the improvements that change how PocketSquad feels in day-to-day use.