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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

How PocketSquad Works

Five-step public explainer from address to close with live links into calculators, market context, workflow, and operator discovery.

/how-it-works

Deal Analyzer

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

/platform/deal-analyzer

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

Mobile Field Mode

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

/platform/mobile-field-mode

Recent product updates

Page 17 of 30. Browse older releases using the links below.

2026-05-26Release link

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.

2026-05-26Release link

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.

2026-05-26Release link

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.

2026-05-26Release link

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.

2026-05-26Release link

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.

2026-05-26Release link

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.

2026-05-26Release link

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.

2026-05-26Release link

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.

2026-05-23Release link

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.

2026-05-23Release link

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.

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.