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New Sold At field captures when a policy was sold (defaults to now, editable, shown in Review). Lienholder is now a required field on vehicles. CSR defaults to the Agent. Billing Method, Down Payment, Payment Method, and Payment Periodicity are now required at the form level. All vehicle, driver, and coverage fields except middle name, SR22, and excluded are required, and each policy must retain at least one vehicle, driver, and coverage. Required-field errors show immediately instead of waiting for submit. Previously silent document upload and post-transaction activity errors are now logged.

The Review step now masks sensitive driver data — driver's license shows only the last 4, VIN shows only the last 6, and date of birth shows only the year. Gender and Marital Status rows were removed from the review. Agency Commission is hidden from the Fees and Review steps (still auto-calculated and persisted).

The customer Documents tab now renders a sortable table instead of cards, with columns for favorite, name, category, and date. Uploads support an optional category (ID Document, Invoice, Photo, Other, and existing policy categories). The policy viewer adds a star column for per-document favorites — favorites sort ahead of other active rows — and a pre-upload preview dialog lets you edit the label and category before confirming, with the filename and Policy Declaration pre-filled as defaults.

Documents now attach to any parent entity — customer, policy, deal, or company — through a single polymorphic reference. Uploads from the policy wizard and policy detail attach to the policy; uploads from the customer Documents tab attach to the customer. No user-visible change to the existing workflows, but the new model unblocks deal- and company-scoped documents in future releases.

Binding a policy as Active from the wizard now runs the same side effects as Mark as Won on the deal — lead promotion, task completion, branch notifications, closed-by tracking, activity entries, and actual close date. Previously only the deal status was flipped. Also: the Add Policy button is now disabled when the deal is already closed.

Merging a customer who had attached documents previously failed silently — documents now transfer correctly to the primary customer, and the merge result surfaces a Documents Transferred counter alongside the other totals.

New read-only policy page at /crm/policies/:policyId with a three-column layout — customer panel, declarations, and documents. Reachable from the customer policies table, customer Policies card, and deal policies card with origin-aware breadcrumbs. Non-Auto LOBs degrade gracefully to Policy Info and Fees & Premium sections. Includes an in-panel file manager with sortable table, inline edit of document label and category, soft and hard delete, and drag-and-drop upload that auto-opens the most recent Policy Declaration.

New route /crm/customers/:id/policies with a full table view — server-side pagination, sorting, filtering, and a status dropdown (All, Active, Pending, Cancelled). Columns include Status, Policy Number, Product, Carrier, Agent, Premium, Effective, Expiration, and Created. The customer Related panel now has a Policies section showing active policies with a View all link.

New /crm/renewals page that lists active policies by expiration date. Four preset ranges (1, 2, 3 calendar months, or custom), assigned-to filter, and URL-persisted filter state. Gated by policy.view and surfaced in the CRM sidebar.

Coverage matrix table with per-vehicle premiums. Fees step with itemized carrier/agency fee records. Bind policy flow with confirmation dialog that auto-closes deals as Won. DateTime support on effective/expiration dates. Steps reordered: Upload, Policy Info, Vehicles, Drivers, Coverages, Fees, Review. Driver excluded toggle. Resizable PDF viewer. Standardized insurance codes for usage, gender, marital status, and fees. PDF fee extraction for AssuranceAmerica. User-friendly error messages for policy creation.

Document uploads now use Vercel Blob client-side upload with a two-step flow: request a token, upload directly from the browser, then register the document. Eliminates server-side file handling and improves upload performance.

Improved Hispanic name splitting across all parsers. Better driver detection for GEICO and National General. Fixed UAIC garaging address extraction.

Customer and deal detail pages now include a Tasks tab between Activity and Notes. Shows related tasks with title, type, status, priority, due date, and assignee at a glance.

Cancelled policies now sort to the end of the product history tabs with a red badge. The default tab automatically selects the first non-cancelled policy. The customer sidebar Products section now filters by active policy status instead of pipeline stage.

Adding a deal from the leads panel or customer detail now opens the dialog inline instead of navigating away. Fixes the issue where the modal would reopen on browser back. After creation, navigates directly to the new deal.

A 7-step wizard for creating policies within deals — Upload PDF, Policy Info, Financial, Vehicles, Drivers, Coverages, and Review. Split-view layout with the PDF visible alongside the form. Deal value syncs automatically with the policy premium.

Upload a policy PDF and extract data automatically using carrier-specific parsers (GEICO, Assurance America, Kemper, National General, UAIC). The PDF is held client-side until the policy is saved to prevent orphan documents.

Products can now be assigned an ACORD Line of Business code and marked as requiring an MGA/Wholesaler directly from the create and edit dialogs. Both fields are also visible as columns in the products table.

Lead tracking charts now refresh after status, tag, and interaction changes. New customers record an initial status history entry so they appear in the trend chart from day one.

Fixed date operations in the lead tracking trend chart to use UTC consistently, preventing leads from being silently excluded depending on server timezone.

Source is now a required field when creating customers. When creating a company, the primary contact must also have a source selected — the Source field appears in the contact section of both minimized and wizard views.

CSV imports now always assign the List source automatically. If the List source is not configured for the branch, the import fails explicitly instead of silently creating customers without a source.

Introduced a master branch concept for centralized management. The master branch can see and manage all customers, carriers, products, and commission schedules across all branches. Non-master branches see only their own data.

Carriers are now global entities managed by the master branch. Each branch configures its own agency code and active status via a new Branch Carriers page. Commission schedules show the branch column and are managed exclusively by the master branch.

Products and product categories are now global entities managed by the master branch. Pipeline-product assignments are per-branch, managed from a new Products tab on the pipeline detail page. Custom fields and views are also master-only.

Commission schedules now display LOB code and transaction code in parentheses. Branch column is always visible. Master branch can create schedules for any branch via a branch selector. Soft delete pattern enforced — deactivate first, then hard delete with confirmation.

Branch edit dialog reorganized into a two-section layout. Master branch badge in the branches table. Carriers count column with link to branch carriers management page.

Admin panel sidebar split into five groups: CRM, Customer Management, Dashboards & Reporting, Sales, and Organization for better navigation.

Upgraded Prisma ORM from v6 to v7 with updated client generation, driver adapter configuration, and build tooling.

Renamed policyPermissions to profilePermissions across the auth module for clarity and consistency.

New data models, server actions, and query hooks for the AMS policy module — covering policies, invoices, policy transactions, auto drivers, auto vehicles, auto coverages, GL class codes, GL audits, GL underwriting, WC classifications, WC officer exemptions, and WC ratings.

The Lead Tracking page now shows a timeline of view changes (created, updated, deleted) for the selected user. Activity is logged automatically on every view mutation and displayed in a dedicated panel.

Deleting a view now soft-deletes it instead of permanently removing it. A confirmation dialog prevents accidental deletions, and all view queries automatically filter out inactive views.