Work-In-Progress — phases, tasks, and views

• Add phases & tasks from every view — one shared dialog across Table, Gantt, and Portfolio. Phases now come from your Settings default phases (no more free-typed names that drift out of reports), and their colors carry everywhere.

• Delete a phase safely — deleting from Gantt or Portfolio now asks where to move its tasks, so tasks can't be orphaned into invisibility.

• Inline subtasks & date editing — add a subtask from a quiet + on the task in Table and Gantt; edit start/due dates right in the Table.

• Utilization: Reallocate — rebalance an over-utilized person by reassigning their tasks, or split one task's hours across several people.

• Public project share links — share a live view of a project's WIP with a link, now from the standalone WIP page too.

• Kanban & saved views — cards show subtasks (with checkboxes) and descriptions; a designed "Save view" dialog replaces the browser prompt; pin a default landing view; destructive actions confirm first.

• Fixed — KPI tiles that always showed zero now count correctly; date-column sorting no longer scatters blank rows; task import respects your project + phase columns and stops importing invisible phase-less rows; and two white-page bugs (onboarding budget link, project contract PDF) are gone.

Estimates & Invoices

• Copy client link — a new list action copies the client-view link straight to your clipboard.

• Create from a project, pre-filled — starting an estimate or invoice from a project now auto-selects both the project and the client.

• The whole document recalculates — change an item's price and the fees, deposit, and freight update live instead of showing a stale snapshot. "$" fee amounts are now genuinely fixed (they used to quietly rescale).

• Canadian tax, properly — multi-bracket GST/HST/PST/QST per item, a "tax before or after discount" setting, and a per-item "No tax (exempt)" option so you can tax some items and not others. Discounts now show as a negative line.

• Document approval workflow — submit for approval, approve, or request revisions, with sending gated until approved, across Estimates, Invoices, POs, and Change Orders. Status and quick actions appear in the list.

• Cleaner finance settings — split into dedicated pages for Estimates, Invoices, and Purchase Orders, plus a Shared Defaults page.

Reliability & data integrity

Mostly invisible, and the most important work in this release.

• Saves that looked successful but weren't — a broad, database-verified sweep found writes that silently failed without being undone, writes that never worked at all, and failures reported back as success. Every fix was verified against live data, not assumed.

• Actions that quietly did nothing — cancelling a team-member invitation, deleting/restoring a vendor payment schedule, "Reset budget data," and favoriting a project were each matching the wrong record and silently failing. All corrected.

• New members who couldn't log in — a recurring case where a newly-created member had no working password is resolved.

Products

• "Products don't save / they revert on their own" — root-caused and fixed. A weak connection was the trigger, not the cause: an edit looked saved on screen but never reached the server, then vanished on the next refresh. You now get a clear message instead of silence.

• A weak connection no longer costs you work — if a save can't get through, your change is held on your device and sent automatically the moment your connection returns (even after a refresh or a closed tab), with a small indicator showing when something's still saving.

Timelogs

• New Blocks (calendar) view — see your time on a day-grid, switch between List and Blocks, and set your default. Overlapping entries lay out more clearly.

• Start/end logging & settings — log time with explicit start and end times, with new Timelog settings.

Permissions & access

• Approval permissions — new "can approve" and "requires approval" controls for Estimates, Invoices, POs, and Change Orders.

• Email permission set (Coming) — a dedicated Email permission group, including the ability to turn Walter's AI features off for a given set.

• Leads as a premium add-on — gated cleanly as a premium add-on (the temporary PIN gate is gone); premium menu items show correctly based on entitlement.

More improvements & fixes

• Vendor search now covers name, email, phone, manufacturer, account number and address — case-insensitive, across all pages — instead of only matching the start of a name.

• Harvest import — collapse several Harvest projects or tasks onto a single Workroom target.