Softbooq
A record of new features, improvements, and fixes shipped to Softbooq.
Upload PDFs, contracts, and spreadsheets and Softbooq AI reads them. Documents are chunked, embedded, and made semantically searchable, so you can ask questions that are answered directly from your own files. Retrieval is permission-trimmed - the assistant only surfaces documents you are allowed to see - and your files are never used to train AI models.
Invoices can now carry multiple VAT rates across their line items via configurable tax codes, with each rate posting to the correct general-ledger account. This release also hardens the accounting core: accounts-receivable settlement, credit-note posting, and opening-balance carry-over for go-live migrations are all double-entry verified.
A single workspace toggle now governs whether Softbooq AI can read your business data, and it is honored consistently across every AI surface. Knowledge search is permission-trimmed per user, and an automation master switch gates all autonomous AI actions so nothing runs without explicit opt-in.
OAuth bidirectional CRM sync with Pipedrive. Persons sync to/from Customers (email-matched), deals round-trip with your quotes, and a won deal auto-creates an ERP invoice (Draft by default so your approval chain runs; opt in to immediate Sent). Activities and notes sync into the CRM timeline. Real-time webhooks reflect changes in seconds, with a 15-minute catch-up cron. Connect from Settings → Integrations → Pipedrive. Not included in this release: Leads Inbox and deal line-item/product sync (planned), and Pipedrive Projects/Campaigns/Smart Docs (out of scope - Softbooq Projects, email infrastructure, and Contracts are the system of record).
Two-way sync your Asana projects, tasks, and nested subtasks with Softbooq Projects. BYOK Personal Access Token or OAuth, per-project sync direction (two-way / pull only / push only), bulk-link existing projects or create Softbooq projects from selected Asana projects, webhook for real-time updates, 15-min delta cron, and auto-pause on 3 consecutive failures.
Six accounting platform integrations ship in one batch. QuickBooks Online via OAuth with bidirectional contact and invoice sync. Lexoffice, Sevdesk, Moneybird, Pennylane, and Zoho Books connected via BYOK API key. Each integration pushes outbound invoices and pulls contact records on a configurable schedule. Connect any combination from Settings → Integrations.
Connect Salesforce over OAuth (production or sandbox) with bidirectional sync of contacts, leads, and opportunities. A closed-won opportunity auto-creates an ERP invoice, Draft by default so your approval chain runs. Connect from Settings → Integrations → Salesforce.
Zoho CRM joins the CRM line-up with two-way contact and deal sync and auto-invoicing when a deal is marked Closed Won, while Zoho Projects syncs into Softbooq Projects. Both connect through a single central Zoho OAuth app with multi-data-centre support (EU, US, and more), so there are no API keys to manage.
Four issue- and project-tracking tools connect to Softbooq Projects in one batch. Jira and Confluence bring enterprise issue and document sync, Linear adds OAuth 2.0 issue sync, and Trello connects via personal token with full board and card mapping. Each supports per-project sync direction and real-time updates.
Contracts and invoices can now be sent for electronic signature via a unique public verification link - no recipient account required. Signatories sign in-browser; the completed document is stored against the original record. Invoices also export in Factur-X (ZUGFeRD) format, embedding structured XML in the PDF for automated processing by accounting software.
Automated leave balance accrual in the HR module. Policies define accrual rate (days per period), carry-over cap, and reset date. Balances update on the configured schedule and feed directly into the leave request approval flow.
The entire platform (ERP, Accounts, Files, marketing site) is now fully translated into German, French, and Spanish. Zero missing keys across all four languages. Language is detected from browser preference and can be overridden per-user from account settings.
Payment terms (Net 30, Net 60, Due on Receipt, custom) can now be set at the invoice level and defaulted per customer in CRM. Due dates calculate automatically and feed the Accounts Receivable ageing report.
All 7 Planner edge functions migrated to the canonical resolveTenantContext pattern. Fixes a latent bug where members of multiple tenants could trigger cross-tenant Planner reads/writes when using the tenant switcher. CI tripwire now enforces this pattern for every new tenant-scoped edge function.
Softbooq AI is now its own surface at ai.softbooq.com - a dedicated workspace for the conversational assistant with its own Wallet, Top-up, Actions, and Admin Usage views. Same single sign-on, same tenant data.
console.softbooq.com - internal operator surface for managing tenants, AI credits, and platform admins. Code-complete with full RLS, deployed against the same shared identity layer.
Supabase backend now lives at db.softbooq.com via Supabase Custom Domains. Edge functions, Auth, and Storage all consolidated under one branded URL. Original supabase.co URL still resolves via CNAME alias for zero-downtime migration.
Unified cloud file manager for Google Drive, OneDrive, SharePoint, Dropbox, and Box - available as a progressive web app on desktop, tablet, and mobile. Multi-tab browser interface, native folder navigation, resizable sidebar, and per-user connector management backed by Supabase.
Softbooq AI now retrieves and reasons over your real business data - invoices, contracts, employees, projects, and stock. Answers are grounded in your tenant's records, not just general knowledge.
Token-based settlement replaces the flat 1-credit-per-chat model. Per-request hard caps (10 normal / 3 trial), tool-round and output-token limits, mid-loop abort with refund, and a CI guard preventing rogue Anthropic SDK imports outside the ai-chat function.
27 edge functions migrated to a shared resolveTenantContext + assert_tenant_admin_of pattern. Every privileged path now performs tenant ownership checks before any DB write.
All 8 Settings tabs now have purpose-built mobile variants. Banking (Stripe connect inline), Notifications (toggle groups), Preferences (native selects), Org Security (policy drill-ins), Legal & Compliance (textarea editing), and Email Templates (read-only with desktop notice) were each rebuilt for 375 px viewports with 44 px minimum touch targets.
CRM module rebuilt on Supabase with a Kanban pipeline view, deal stage automation, and bidirectional HubSpot contact sync. Contact records now aggregate invoice history, open quotes, and linked projects in a single timeline. Pipeline activity is logged to the platform-wide audit trail.
Fixed Supabase auth hook overwriting the PostgREST-reserved `role` claim. Custom role is now written as `userRole` so RLS policies and PostgREST role resolution work correctly side-by-side.
The entire data layer migrated from Firebase Firestore to Supabase (PostgreSQL + Row Level Security). 190+ migrations applied to production. All authentication, storage, real-time subscriptions, scheduled jobs (pg_cron), and edge functions now run on the Supabase stack under the custom domain db.softbooq.com. Firebase is fully decommissioned.
OAuth-based bidirectional contact sync with HubSpot CRM. Nightly cron keeps both sides aligned. CRM contact rows show a HubSpot badge when linked. Settings → Integrations → HubSpot for one-click connect.
Predictive stock depletion across all warehouses with AI-narrated recommendations. Nightly forecast cron, on-demand Gemini explanations per item, and a one-click "Create PO" path straight into Procurement.
New Profitability tab in Reports with 6 KPIs (gross margin, net margin, fulfilment cost, refund impact, channel mix, top/bottom orders) and a virtualised per-order table. Auto-COGS trigger backfills cost on every sale.
Batch outbound payments via bank file export (SEPA, BACS, ACH). Create a run, select invoices or payroll entries, export a signed bank file, and mark the run as executed. Full audit trail per run.
Bring your own Wise and Revolut API keys to send outbound payments directly from the ERP. Keys stored in Supabase Vault. Integrated into Settings → Payments with live balance and transfer history.
Support for Brevo, SendGrid, Microsoft 365, and Custom SMTP (including Google Workspace). M365 OAuth fixed with the admin-consent flow. Tenant mapper fully rewritten to eliminate cross-tenant routing errors.
Resolved recharts rendering crash on the Attendance dashboard. ClockInOutWidget now reflects live clock-in state. Grant Access flow patched for edge cases where the employee row was missing a linked user.
OAuth-based connection to Xero for accountants. Contact sync and ERP-to-Xero invoice push, fully automated. Reconciliation links Xero invoice IDs back to the source ERP record.
Self-hosted WordPress storefronts now sync via Consumer Key - no OAuth required. Full feature parity with Shopify: products, orders, inventory push, refund and fulfilment webhooks.
Three-pass bank statement matcher (HIGH / MEDIUM / LOW confidence) with a Reconciliation Workbench in Reports. Nightly pg_cron run keeps unmatched lines fresh. Manual override audited per match.
sales_channels table unifies Shopify, WooCommerce, POS, and direct sales as first-class channels. New Channels tab in Settings and a Channel Performance report in Reports - see revenue, margin, and fulfilment time by source.
196 end-to-end tests across the ERP, Accounts hub, and Files app using Playwright. Covers critical flows: authentication, invoicing, contracts, HR payroll, client portal, and storefront checkout.
Main JS bundle reduced from 539 kB to 350 kB (gzip). All 20 top-level modules moved to lazyWithRetry(). AuthenticatedApp extracted as a lazy chunk. Vendor-react chunk isolated to prevent cache invalidation on every deploy.
P0 fixes: Stripe webhook signature validation, auth session hardening, and row-level security policies across all tenant tables. P1 fixes: client portal token scoping, Edge Function JWT enforcement, and admin panel access controls.
OAuth flow, real-time webhooks (orders, fulfilments, refunds, inventory), two-way stock sync, fulfilment and refund push to Shopify, plus an outbound inventory queue with a 2-minute reconciliation cron. Date-range and per-entity import selection in the Integrations UI.
New Quotes tab in Sales - draft, send, and convert quotes into invoices in one click. Email templates, e-sign acceptance, and full audit trail.
Internal super-admin dashboard for managing tenants, subscriptions, feature flags, and billing. Includes Stripe customer lookup, plan overrides, usage metrics, and audit log viewer.
Built-in travel booking powered by the Travelpayouts API. Search flights, hotels, and car rentals within the ERP. Bookings linked to expense records and employee profiles.
Bill of materials, production orders, work-centre scheduling, and yield tracking. Integrates with Inventory for real-time stock deduction on production completion.
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