Changelog

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New Features & Enhancements

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Class Segments

• Class segment save now enforces parent-child hierarchy validation, automatically inferring the parent when a child segment is provided.
• child field on class segment labels is now nullable, supporting leaf-level segments without children.
• New ClassSegmentField component on bank transaction forms with search, modal popup, and inline selection for assigning class segments.
• Customers now support a classSegments field on save and query, with a corresponding filter on the query endpoint.

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Embedded UI

• Cash Flow and Expense tiles on the Business Owner Dashboard now display month-over-month comparison chips.
• Business Owner Dashboard transaction section now renders on mobile with search and review capabilities.

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Existing v5 Features Upgraded to v6

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Bank Transactions

• Bank transaction type field simplified to four public values: EXPENSE, REVENUE, TRANSFER_IN, TRANSFER_OUT. Endpoints still accept previous values via version negotiation.
• reviewStatus values consolidated. Endpoints still accept previous values via version negotiation.
• vendor field on bank transaction responses now returned only on expense-type transactions.
• ID format validation now enforced on reference fields (customerId, categoryId, glAccountId, invoiceId, billId, payrollId) when saving transactions.
• Maximum attachment count validation now enforced on bank transaction save operations.

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Bills

• Bills query endpoint now supports search filter and DATE_PROXIMITY sort option.

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Invoicing

• Invoices query endpoint now available in v6 with search filter and DATE_PROXIMITY sort option.

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Payroll

• Payroll query endpoint now available in v6 with search filter. amount field type widened from Integer to Long.

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Customers

• Customer query endpoint now supports email filter and EMAIL sort option. createdDateTime field added to the response.

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Embedded UI

• Drag-and-drop attachment support now available on bank transaction forms.
• Customer selection modal with search and inline create added to bank transaction forms.
• Radio button indicators now display on single-select filter lists across dashboards.
• Expense Dashboard and Income Dashboard now available as standalone component exports.
• Bank transaction form now submits only modified fields, reducing unnecessary writes.

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Fixes

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Bank Transactions

• Fixed revenue and expense validation when itemizing transactions.
• Fixed parent class segment form validation on bank transaction forms.
• Fixed API error in bank transaction summary when groupBy parameter is omitted.

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Embedded UI

• Dashboard charts now update when transactions change and no longer query removed bank accounts.

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Webhooks

• Fixed persistence of non-latin1 characters in outgoing webhook payloads.

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API

• Standardized error response for requests with missing request body.
• List filter parameters no longer cause errors when containing null values.