Changelog — PlannedPreparer

v2.0.0 — "The Big One" Major Update March 2025

✨ File upload and document storage system with drag-and-drop, categorization, and in-browser preview
✨ In-browser PDF and image preview modal
✨ Document checklist with multi-file linking per item
✨ PIN protection with configurable auto-lock timeout
✨ 5-step new user onboarding welcome wizard
✨ Interactive tooltip tour for first-time users
✨ Global search across all clients, tasks, and files
✨ Toast notification system for all app actions
✨ Full activity timeline logged per client
✨ Weekly backup reminder banner (7-day interval)
✨ Task quick-filter pills: Today, This Week, Overdue, Completed
✨ Client status auto-calculation: On Track / Needs Attention / Overdue / Complete
✨ Mobile responsive layout with hamburger sidebar
✨ Settings panel: preparer name, firm, PIN, data management
✨ JSON export and import for full data backup and restore
✨ Subscription billing tiers: Free, Solo, Firm, Agency
✨ Plans & Billing page with upgrade flow
🔧 Sort controls now render as a proper styled dropdown
🔧 Sample data loads automatically on first launch
🔧 Dashboard renders immediately on page load
🔧 All modals close correctly on Escape key press
🔧 Form validation shows inline red error messages
🔧 Favicon displays correctly in all browsers

v1.0.0 — "First Launch" Launch January 2025

Roadmap Coming Soon