Changelog

Everything new in Delivery Hub. Features, improvements, and fixes across every release.

v0.162

April 7, 2026Latest

Sync engine echo-suppression fix: legitimate later updates from partner orgs no longer get permanently classified as echoes. Closes a bridge-collapse failure mode that emerged after any pair of orgs synced bidirectionally even once.

Echo Suppression — Per-Event, Not Per-Record

DeliveryHubSyncService.handleIncomingSync used an X-Global-Source-Id header check to drop payloads that originated from this org (preventing ping-pong loops). The check queried for ANY outbound SyncItem with that GlobalSourceId — but GlobalSourceId is a per-record identifier, not a per-event one. Once any work item was synced bidirectionally, every subsequent legitimate inbound from the partner org was permanently classified as an echo and dropped. The check now uses a time-window scope so legitimate later updates pass through. (#612)

v0.161

April 7, 2026Latest

Sync engine self-healing — receivers now validate that the target record exists before silently no-op'ing on a stale Id, with a ledger fallback for WorkItem to keep the chain intact.

Self-Healing Sync Receiver

Sync updates from a sender whose bridge stored a stale (deleted) local-record Id used to silently no-op on the receiver — Database.update against a deleted Id returns success without an exception. The sender then marked the item Synced and the bridge stayed broken indefinitely. Receivers now validate the target exists before processing and fall back to the WorkItem ledger if the local Id is missing. Production drift between MF-Prod and Nimba stops here. (#611)

v0.160

April 7, 2026

Dashboard fix: Overdue Items now uses EstimatedEndDevDate__c instead of the legacy date field.

Overdue Items Metric Fix

Executive Dashboard's Overdue Items card now reads EstimatedEndDevDate__c, matching the rest of the timeline UI. (#610)

v0.159

April 7, 2026

Sync payload trim and Gantt timeline polish ahead of production install.

Exclude Formula Field from Sync

SLAStatusTxt__c is a formula field — sync now skips it instead of trying to write a calculated value into the destination org. (#609)

Delivery Timeline Rendering

Tightened Delivery Timeline LWC rendering for the production install — fewer reflows, sharper bar alignment. (#608)

v0.158

April 7, 2026

Permission set completeness pass and migration scripts for installs leapfrogging from v0.146 to v0.155.

Complete Permission Sets

Filled in missing class, tab, and object permissions across the bundled permission sets so packaged perms match the latest schema. (#607)

v0.146 → v0.155 Post-Upgrade Scripts

Comprehensive post-upgrade Apex scripts for orgs leapfrogging from v0.146 to v0.155 — backfills, picklist normalization, and formula recompiles. (#606)

v0.157

April 7, 2026

AI controller exceptions are now REST-safe so the public-facing endpoints return clean error envelopes.

REST-Safe AI Controller

AIController now returns properly serialized REST exceptions instead of leaking raw stack traces. Bundled with a handful of small cleanup fixes. (#605)

v0.156

April 7, 2026

Lightning Locker compatibility fix for the Gantt static resource init path.

Locker-Safe DOM Init

Replaced Element.prepend() with insertBefore() in the Gantt bootstrap so Lightning Locker no longer rejects the call in managed-package contexts. (#604)

v0.155

April 7, 2026

ResizeObserver polyfill plus platform event permissions for the Gantt LWC.

ResizeObserver Polyfill

Polyfilled ResizeObserver inside the Nimbus Gantt static resource for older browser/Locker contexts.

Platform Event Subscribe Perms

Granted platform event subscribe perms to the Gantt-using permission sets so live refresh works for all personas. (#603)

v0.154

April 7, 2026Latest

Marketing-readiness push: default Mothership endpoint now points to cloudnimbusllc.com, user-facing strings polished, debug code stripped, and a portal security pass closes all P0 gaps.

Marketing Readiness

cloudnimbusllc.com Default Endpoint

New installs now sync to cloudnimbusllc.com out of the box instead of an internal scratch endpoint. Existing installs are unaffected. (#602)

User-Facing String Polish

Reviewed and rewrote labels, button text, and toast messages across the LWC surface for marketing-grade consistency. (#600)

Debug Code Cleanup

Removed leftover console.log calls and debug-only branches from production paths. (#599)

Docs Sync for Prod + Marketing

README, install guide, and architecture docs synced for production install and the marketing push. (#601)

Security & Portal

Portal Phase A Security Pass

Closed all P0 portal security gaps and tightened HIGH-severity findings from the Phase A audit. (#597)

Portal Session Marker Fix

Preserved portalSession marker after User-Agent header read so portal API calls keep their session context. (#598)

Master-Detail Rename Revert

Reverted 8 Master-Detail field renames that were blocking the production install. The rename will be re-attempted with a multi-step migration plan. (#596)

v0.153

April 7, 2026Latest

Document E-Signature Engine ships: native multi-party signing, drawn signature pads, public portal signing, hash chain audit trail, and admin signer link controls.

Document E-Signature

Native Multi-Party Signing

Documents now support multiple signers with sequential or parallel routing — built directly into the Document Engine, no DocuSign required. (#586)

Drawn Signature Pad

Phase 5 — canvas-backed drawn signature pad for portal and Lightning signing. Captures pen strokes as SVG and embeds in the signed PDF. (#593)

Public Portal Signing

Phase 3 — public portal signing flow. External signers click an emailed link, sign in-browser, and the portal posts back to Salesforce. (#589)

Hash Chain Audit Trail

Phase 4 — every signature event materializes a SHA-256 hash chain entry, producing a tamper-evident audit log compatible with ESIGN/UETA. (#592)

Admin Copy Signer Link + Token Rotation

Admin button to copy the active signer link and rotate the access token, so support staff can resend or invalidate signing sessions. (#591)

Beta Build Fixes

ActivityLog Re-Query

After insert, ActivityLog is re-queried so PriorHashTxt__c (a formula field) materializes before the next chain hash is computed. (#595)

Namespace Token Substitution

CustomSite metadata now uses %%%NAMESPACE%%% instead of %%%NAMESPACED_ORG%%% so beta builds resolve correctly under managed-package namespacing. (#594)

Strict Field Naming Convention

Enforced the canonical field-suffix convention across all custom fields (no booleans, lookups end in Lookup__c, etc.) so CI naming guards stay green. (#590)

v0.152

April 6, 2026

ETA simulation no longer chokes on unsized work items, the design system lands for hero components, and CI runs scratch-org tests on every PR.

Skip Unsized Items in ETA

ETA simulation now skips work items with no estimate instead of treating them as zero — matching how planners actually use sizing. (#588)

Delivery Hub Design System (Hero)

First slice of the in-product design system: hero LWCs share tokens for color, type, spacing, and gradient backgrounds. (#585)

Scratch-Org Tests on All PRs

CI now spins up a scratch org for every PR, not just feature/* branches. Catches schema regressions before merge. (#587)

v0.151

April 6, 2026Latest

Two new workflow types ship — Change Management (12 stages, 3 personas) and Operations (9 stages, 3 personas) — alongside a CMT-driven Executive Dashboard framework and Permission Analyzer integration with the Security Report document.

Workflow Types

Change Management Workflow

12-stage Change Management workflow with 3 personas (Requester, Approver, Implementer). Configurable via Custom Metadata. (#578)

Operations Workflow

9-stage Operations workflow with 3 personas (Submitter, Triage, Resolver). Built for ITSM-style ticket queues. (#579)

Executive Dashboard

CMT-Driven Dashboard Framework

Executive Dashboard built on Custom Metadata definitions. Add cards by inserting CMT records — no code, no deploys. (#581)

Dashboard on Home Page

Executive Dashboard now ships on the home page flexipage so it's the first thing users see after install. (#582)

Global DashboardCardController

Made DashboardCardController global for package visibility — subscribers can extend dashboard cards without unlocking the package. (#583)

Security & Coverage

Permission Analyzer → Security Report

Wired the Permission Analyzer's findings into the Security Report document template. One click generates a delivery-ready PDF audit. (#577)

11 Service Classes Now Tested

Added test coverage for 11 untested service classes (91 methods) — closing the highest-risk holes in the test matrix. (#580)

Portal API Gantt Fields

Gantt and timeline fields are now exposed in the portal work-items API so external Gantt clients can render the same data. (#576)

v0.150

April 6, 2026

Field naming convention enforcement: 11 custom fields renamed, Num__c fields renamed to Number__c, and a Bool→DateTime fix for RequireWorkLogApprovalDate.

Naming Convention on 11 Fields

Enforced canonical naming convention on 11 custom fields. CI now blocks merges that introduce off-pattern field names. (#574)

Num__c → Number__c

Renamed all Num__c fields to Number__c for consistency with the broader naming convention. (#572)

ResizeObserver Try/Catch Guard

Wrapped ResizeObserver instantiation in try/catch for Lightning Locker compatibility. (#573)

v0.149

April 6, 2026

Gantt info popover registration plus a Lightning Locker fix for the Nimbus Gantt static resource.

Gantt Info Popover Registry

Added the missing registry entry so the Gantt info popover renders correctly in all Lightning contexts. (#570)

window.NimbusGantt for Locker

Static resource now exposes window.NimbusGantt instead of using ES module side effects, fixing Lightning Locker load failures. (#571)

v0.148

April 6, 2026

9 enterprise settings now editable from the Delivery Hub Settings UI; rate limiting becomes opt-in.

9 Settings Surfaced in Settings UI

Nine previously CMT-only enterprise settings now have UI controls in the Delivery Hub Settings page — admins can toggle without touching Setup. (#565)

Opt-In Rate Limiting

API rate limiting is now opt-in (off by default) so single-tenant installs aren't surprised by 429s. Enterprise can enable per-tenant. (#564)

Gantt Library Locker Fix

Fixed Gantt library loading in Lightning Locker plus missing platform event permissions in bundled perm sets. (#566, #567, #568)

v0.147

April 5, 2026Latest

Enterprise readiness mega-release: formal WorkLog approval workflows, team-based visibility, SLA business hours, data archival, HMAC request signing, API rate limiting, audit log immutability, and a complete Bool→DateTime field migration.

Approvals & Permissions

Formal WorkLog Approval Workflows

CMT-driven formal approval workflows for WorkLogs — multi-step routing, delegation, and SLA tracking. Time entries now flow through proper approval. (#559)

Team-Based Visibility

Granular portal permissions and team-based visibility — control which teams see which work items, documents, and dashboards. (#556)

SLA Business Hours + Notification Prefs

SLAs now respect business-hours calendars (no more weekend SLA breaches), and per-user notification preferences let people opt out of noise. (#557)

Security & Compliance

Data Archival Service

New DeliveryArchivalService archives old work items, activity logs, and documents on a configurable retention schedule. (#560)

HMAC Request Signing

DeliveryCryptoService implements HMAC-signed requests for sensitive cross-org calls. (#550)

API Rate Limiting

DeliveryRateLimitService throttles public API endpoints per-tenant. Configurable limits, burst windows, and 429 responses. (#555)

Audit Log Immutability

Audit logs now use the hash chain pattern — every entry includes the prior hash, making tampering detectable.

Code Quality & Refactoring

WorkItemQueryService

Centralized all WorkItem queries into a single service class — consistent SOQL, easier security review, fewer accidental field omissions. (#554)

Decompose DeliveryEscalationService

Split monolithic escalation service into focused per-responsibility classes. (#552)

Decompose DeliveryDocumentController

Split DeliveryDocumentController into 5 focused service classes. Cleaner test surface, easier maintenance. (#551)

Bool__c → DateTime Migration

Eliminated all remaining Bool__c fields — every flag is now a DateTime that records when it was set. Full audit trail by design. (#549)

PMD Cleanup: 40 Suppressions Eliminated

Removed 40 unnecessary PMD suppressions across 38 classes. Resolved all PMD violations from Phases 2-7 of the cleanup. (#561, #563)

v0.146

April 4, 2026

Re-promote of v0.145 (no code changes, package version bump only).

Version Re-Promotion

v0.146 is identical to v0.145 in code — promoted to a new package version for tracking purposes only.

v0.145

April 4, 2026

Sync processor now includes UsageAnalytics items in its query.

UsageAnalytics in Sync Query

Sync processor query now includes UsageAnalytics items so cross-org usage telemetry replicates correctly. (#548)

v0.144

April 4, 2026

Repo cleanup: removed org-specific content from the product repo.

Org-Specific Content Removed

Removed org-specific data (entity names, sample records, internal notes) from the product repo so the package ships clean to subscribers. (#547)

v0.143

April 3, 2026Latest

Network Graph and Sankey Flow visualization modes ship for Nimbus Gantt — bringing the total to 7 viz modes — plus SLA and scheduling fields are now part of the sync payload.

Nimbus Gantt

Network Graph Visualization

Force-directed dependency graph view. Drag nodes to rearrange. Bottlenecks and critical paths emerge from the structure itself. (#544)

Sankey Flow Visualization

Ribbon diagram showing how work flows between stages and entities. Width = volume. Reveals where work piles up.

Animated Mode Transitions

Switching between viz modes now animates — bars morph to bubbles, bubbles morph to nodes — instead of hard-cutting.

Sync

SLA + Scheduling Fields in Sync

Sync payload now includes SLA fields (target, business hours) and scheduling fields so cross-org Gantt views stay accurate. (#545)

v0.142

April 3, 2026

LWC Jest testing infrastructure plus a sync fix for entities without endpoint URLs.

Testing

LWC Jest Infrastructure

Added @salesforce/sfdx-lwc-jest configuration, fixtures, and the first batch of LWC unit tests. CI now runs LWC tests on every PR. (#541)

Sync Fixes

Skip Entities Without Endpoint URL

Sync processor no longer creates sync items for entities that have no endpoint URL configured — fixes silent failures during onboarding. (#542, #543)

v0.141

April 3, 2026Latest

Chrome Extension Connected App ships for OAuth, Voice Notes gets smart parsing (priority/entity/action type), and Nimbus Gantt gains a compact mode for WorkItem record pages.

Chrome Extension

Connected App for OAuth

New Connected App lets the Chrome Extension authenticate via OAuth without storing username/password. Moved out of the package so subscribers control it. (#539, #540)

Voice Notes

Smart Transcript Parsing

Voice Notes now extract priority (urgent → High), entity (client name match), and action type (bug → Bug Fix) from natural-language dictation. (#537)

Nimbus Gantt

Compact Record-Page Mode

Drop the Gantt LWC onto any WorkItem record page — auto-filters to that record's entity and shows a streamlined toolbar. (#538)

Persistent Demo Banner + Filter Indicator

Demo banner stays visible during the full demo run, filter indicator bar shows what's active, and double-tap resets all view state. (#535)

Legacy Gantt LWCs Removed

Removed deliveryGanttChart and deliveryTimelineView LWCs (now superseded by Nimbus Gantt). (#536)

v0.140

April 2, 2026Latest

Nimbus Gantt replaces all legacy Gantt views with a custom-built, high-performance canvas chart featuring 7 visualization modes, phone remote control, and voice notes.

Nimbus Gantt

Custom Canvas Gantt Chart

High-performance Gantt built on Nimbus Gantt library (MIT, zero dependencies). Canvas rendering with DOM tree grid for 60fps at 1000+ tasks.

7 Visualization Modes

Switch between Gantt, Treemap, Bubbles, Calendar, Stage Flow, Network Graph, and Sankey Flow views for different perspectives on your project data.

Phone Remote Control

Connect your phone via QR code to control the Gantt chart using device orientation. Tilt to scroll, gesture to zoom, tap to cycle tasks.

40-Step Interactive Demo

Built-in guided demo that walks through all features with 5-second intervals. Great for presentations and onboarding.

Dependency Arrows

Toggle dependency visualization with canvas-rendered bezier curves between related work items.

Lock/Unlock Editing

Default locked mode prevents accidental changes. Unlock to enable drag-to-reschedule and resize.

Overdue Filter

One-click filter to show only overdue work items.

Compact Record Page Mode

Add Gantt to WorkItem record pages — auto-filters to the record's entity with a streamlined toolbar.

Voice Notes

Voice Dictation

Web Speech API integration for hands-free work item creation. Tap the mic, speak, review, and create.

Smart Transcript Parsing

Automatically extracts priority (urgent→High), action type (bug→Bug Fix), client entity, and dates from natural language.

Batch Mode

Split a long dictation into multiple work items, one per sentence.

Platform Improvements

Field Change Tracking Default ON

New installs now have activity field tracking enabled by default.

902 PMD Violations Fixed

Complete codebase scan compliance — zero remaining violations (excluding expected AvoidGlobalModifier warnings).

Dead Code Cleanup

Removed legacy deliveryGanttChart and deliveryTimelineView LWCs (1,518 lines).

v0.125

March 27, 2026Latest

Delivery Hub's most feature-dense day yet. Invoice automation with configurable schedules and overdue detection. Velocity and capacity planning with team dashboards. Self-service onboarding with one-click entity setup and template management. Multi-workflow scalability with dynamic portal phases. Six Bool-to-DateTime field conversions for stronger audit trails. Eighteen new velocity service tests and ESLint cleanup across eight LWC files.

Invoice Automation & Audit Trails

Scheduled Invoice Generation

Auto-generate invoices on configurable schedules — daily, weekly, monthly, or quarterly. Set it once and Delivery Hub creates draft invoices on time, every time. Eliminates forgotten billing cycles and gives finance teams predictable receivables.

Overdue Invoice Detection

Invoices that pass their due date are automatically flagged as overdue. At-a-glance visibility into outstanding receivables so nothing slips through the cracks.

Bool-to-DateTime Field Conversion

Six boolean toggle fields converted to DateTime stamps. Every setting change now records exactly when it happened and who made it — a proper audit trail instead of a simple on/off flag.

ESLint Code Quality Overhaul

Systematic ESLint cleanup across eight Lightning Web Component files. Consistent code style, eliminated warnings, and tighter adherence to Salesforce best practices across the entire LWC surface.

Velocity & Capacity Planning

Team Velocity Dashboard

A new velocity dashboard tracks points completed per sprint, rolling averages, and trend direction. Teams can see whether they are accelerating, plateauing, or slowing down — and plan accordingly.

Developer Utilization Tracking

DeveloperCapacity__mdt custom metadata records define each team member's available hours. The capacity planner compares allocated work against availability to surface over- and under-utilized developers in real time.

Projected Completion Estimates

Using historical velocity data and remaining backlog size, Delivery Hub now projects completion dates for milestones and releases. Forecasts update automatically as velocity changes.

18 New Velocity Service Tests

Full test coverage for the new velocity calculation engine — sprint boundary detection, rolling average math, edge cases with zero-point sprints, and capacity overflow scenarios.

Self-Service Onboarding

One-Click Entity Setup

New clients can provision their own Delivery Hub entity with a single click. The setup flow auto-creates the entity record, assigns a default workflow, and generates portal access credentials — reducing admin overhead from hours to seconds.

Template Manager UI

Create, clone, activate, and deactivate workflow templates from a visual management interface. No more editing Custom Metadata through Salesforce Setup — template management is now a first-class portal feature.

Workflow Type Picker with Phase Pills

A new workflow type selector displays available workflows as visual cards with phase pills showing each stage in the pipeline. Clients see exactly what they are signing up for before choosing a workflow.

Self-Service Portal Authentication

Portal access tokens are now generated as 128-bit cryptographically secure values. Token-based auth lets clients access their portal without a Salesforce license while maintaining enterprise-grade security.

Multi-Workflow Scalability

ETA Parameterization

ETA calculations are now parameterized per workflow type. A loan approval pipeline uses different velocity assumptions than a software delivery pipeline — and Delivery Hub now respects those differences automatically.

Dynamic Portal Phases

The portal phase bar now adapts to the workflow type of each entity. Clients on different workflows see their own stages, colors, and progress indicators — no more one-size-fits-all phase pipelines.

Board Entity Scoping

The Kanban board now scopes work items to the selected entity, so teams managing multiple clients see only the relevant cards. Reduces noise and keeps focus on the right deliverables.

Activity Dashboard Info Popover

Hovering over activity metrics reveals a contextual popover with drill-down details — who did what, when, and on which work item. Quick insight without leaving the dashboard.

v0.124

March 26, 2026

Activity analytics debut. A dedicated Activity Dashboard tab with user name resolution provides a single pane of glass for team activity. Five new activity log reports, clickable dashboard tiles for drill-down navigation, and a unified Delivery workspace tab that consolidates board, timeline, and analytics into one place.

Activity Dashboard Tab

A brand-new Activity Dashboard tab surfaces all team activity — comments, stage changes, hour logs, and field updates — in a unified, filterable view. User IDs are resolved to real names for instant readability.

Activity Log Reports & Analytics Dashboard

Five new activity log reports break down team output by user, time period, activity type, and entity. An analytics dashboard aggregates the data into trend charts and summary cards for leadership visibility.

Dashboard Report Navigation

Dashboard tiles are now clickable. Tap any metric card or chart segment and jump directly to the underlying report with filters pre-applied. No more hunting for the right report — the dashboard is the starting point.

Unified Delivery Workspace Tab

A new Delivery workspace tab brings the Kanban board, timeline, activity feed, and analytics into a single tabbed interface. Switch contexts without navigating away — everything your team needs, in one place.

v0.123

March 26, 2026

Stability and polish release. Document viewer fixes for all template types, dashboard report navigation, and extended settings with feature toggles round out the foundation for the self-service and intelligence phases ahead.

Document Viewer Fixes

Resolved rendering issues in the document viewer across all template types — invoices, status reports, client agreements, and contractor agreements now display correctly in the inline preview pane.

Dashboard Report Navigation

Dashboard tiles link to their underlying reports with pre-applied filters. Click a metric to drill into the data without manually configuring report parameters.

Workspace Tab

The unified Delivery workspace tab consolidates the board, timeline, and analytics views into a single navigation point. Less tab-hopping, more focus.

Extended Settings with Feature Toggles

New feature toggles added to the admin settings page, allowing administrators to enable or disable capabilities like self-service onboarding, velocity tracking, and invoice automation without deploying code changes.

v0.116

March 2026#448

Portal analytics overhaul, blog launch, and site-wide modernization. Burndown, cycle time, workload, dependencies, and escalation pages rebuilt with richer SVG charts, interactive filters, and demo data fallbacks. New /blog section with the first post for LinkedIn/X sharing. Homepage gets a 'By the Numbers' stats section and latest updates feed. All comparison pages expanded with score tallies and 6 new feature rows (MCP Server, Bounty Marketplace, Passkey Login, Public API, Sync Reconciler). AI Draft page gains template quick-select. Feature count updated to 90+ across all marketing pages.

Portal Analytics Overhaul

Enhanced Burndown Charts

Rebuilt with burndown/burnup toggle, sprint vs release scope, trend lines, gradient-filled SVG charts with hover tooltips, grid lines, and comprehensive summary stats row.

Enhanced Cycle Time Analytics

Stage-by-stage horizontal bar charts, distribution histograms, P50/P75/P90 percentile indicators, trend-over-time charts, and bottleneck detection highlights.

Enhanced Developer Workload

Team member cards with avatar initials, capacity utilization bars (color-coded green/amber/red), workload distribution donut chart, overload alerts, and assignment balance scoring.

Enhanced Dependency Graph

Visual node-link diagram, blocked/blocking item lists, critical path highlighting, dependency chain depth indicators, and active-blocks-only filtering.

Enhanced Escalation Tracking

Active escalation cards with severity badges, SLA breach timeline, escalation trend chart, response time metrics, and auto-escalation rule display.

Site-Wide Modernization

Blog Section Launch

New /blog listing page and first post: 'Delivery Hub Hits 90+ Features: What's New in Spring 2026.' Full Open Graph metadata for LinkedIn and X sharing, share buttons with pre-filled URLs.

Homepage Enhancements

Added 'By the Numbers' stats section (90+ features, 36+ portal pages, $0 cost, 3-min setup), 'Latest Updates' blog feed section, and '90+ Features' trust badge.

Comparison Page Score Tallies

All three competitor comparison pages (vs Jira, Asana, Monday) now show a score tally banner with win counts and percentage. 6 new feature rows added: MCP Server, Bounty Marketplace, Passkey Login, Public Submission API, Sync Reconciler, Total Features.

AI Draft Template Quick-Select

8 template buttons (Bug Report, New Feature, UI Enhancement, API Endpoint, Performance Fix, Data Migration, Security Update, Documentation) for quick-start drafting.

Navigation Updates

Blog link added to desktop header nav, mobile nav, and footer. Feature counts updated to 90+ across all marketing pages.

Portal Dashboard Enhancements

Improved Stats Cards

4-card layout with completion rate percentage, gradient left-border accents, trend indicators, and colored card themes (blue/green/amber/purple).

Enhanced Phase Pipeline

Proportional-width stacked bar visualization with distinct colors per phase (Backlog: slate, In Development: blue, QA: purple, UAT: amber, Done: green).

Quick Actions Row

6 quick-action cards linking to Board, Submit, Analytics, Timeline, Search, and CSV Import with icons and hover effects.

What's New Section

Collapsible section highlighting the latest 4 portal features: Ghost Recorder, AI Draft, Burndown Charts, and Release Notes Generator.

v0.115

March 2026#446 — #447

Portal feature parity release. 11 new portal pages close the gap with Delivery Hub: burndown charts, cycle time analytics, developer workload, dependency graph, escalation/SLA tracking, AI-assisted drafting, recurring items, CSV import, release notes generator, client onboarding wizard, and a floating ghost recorder on every page. Marketing pages updated with 85+ features and expanded competitor comparisons.

Portal Analytics & Visualization

Burndown Chart

SVG-based burndown chart with ideal vs actual burn lines. Configurable time range (7, 14, 30, 60, 90 days), projected completion date, summary cards, and recently completed items table.

Cycle Time Analytics

Horizontal bar charts showing average days per stage with color-coded bars matching the portal theme. Bottleneck indicator highlights the slowest stage. Summary cards for total cycle time, fastest stage, and slowest stage.

Developer Workload

Team capacity distribution dashboard. Work items grouped by assignee with priority breakdowns and capacity bars (green <5, yellow 5-10, red >10 items). Collapsible item lists per developer.

Dependency Graph

Blocking relationship visualization for all active work items. Filter by blocked, blocking, or clear status. Items link to detail pages with colored status indicators.

Portal Workflow & Productivity

Escalation & SLA Tracking

Dashboard showing escalated items and SLA health. Items classified as On Track (green), At Risk (yellow, >5 days in stage), or Breached (red, >10 days). Tab filters for Escalated, At Risk, and All Active with priority-based sorting.

AI Draft

AI-assisted work item creation. Type a one-line description and get a full spec: title, description, acceptance criteria, estimated hours, priority, and type. Editable preview before submitting to the board. Draft history saved locally.

Recurring Items

Configure auto-recurring work items on daily, weekly, biweekly, or monthly schedules. Enable/disable toggles, next-run date computation, inline create/edit forms, and frequency badges.

CSV Import

3-step bulk import wizard: upload CSV, map columns to fields, review with validation, and import. Handles quoted values, BOM characters, and empty rows. Download a template to get started.

Portal UX & Onboarding

Ghost Recorder

Floating quick-submit widget on every portal page. Press N to open, enter title/description/priority/type, and submit without navigating away. Success toast with item link. Last 5 submissions saved.

Release Notes Generator

Auto-compile completed items into formatted release notes. Date range and grouping selectors, section toggles, copy as Markdown or plain text, download as .md, and print. Configurable release version and title.

Client Onboarding Wizard

5-step guided onboarding: Welcome, Dashboard Tour, Key Features, Power Features, and completion. Visual step indicator, progress saved to localStorage, and a 'Welcome back' state for returning users.

Marketing & Competitive Positioning

Feature Count Update

Delivery Hub main page updated from 75+ to 85+ features. All 11 new portal capabilities added to the feature grid.

Competitor Comparison Updates

vs Asana, vs Jira, and vs Monday pages updated with new comparison rows for burndown charts, cycle time analytics, developer workload, AI drafting, CSV import, release notes, and onboarding wizard.

Portal Features Page

Updated from 18 to 28 pages, 14 to 22 components. 8 new feature entries in the visual tour with mockups. Updated persona descriptions to reference new analytics and productivity features.

v0.114

March 2026#424 — #445

The biggest Delivery Hub release to date. 22 PRs spanning portal time entry, invoice approval workflows, document versioning, platform events, a standalone timeline view, saved board filters, email-to-comment processing, API versioning, and a complete admin settings overhaul. This release turns Delivery Hub from a project tracker into a full delivery operations platform.

Portal & Client Experience

Portal Time Entry

Portal users can now log hours directly from the client portal without a Salesforce license. The time entry form includes preset hour buttons for quick logging, supports work date selection and notes, and validates in real time. A dedicated Hours tab on the work item detail page shows all logged time. Entries follow the same Draft > Approved workflow as Salesforce-side hours and sync back to the vendor org automatically.

Client-Facing Invoice Approval Flow

Invoices now support a full approval and dispute workflow from the client portal. Clients can review a generated invoice and either approve it for payment or flag a dispute with a written reason. Disputed invoices route back to the vendor with the dispute details, enabling resolution before finalization. Status flow: Draft > Pending Approval > Approved / Disputed > Sent > Paid.

Copy Public Link Fix

Fixed the "Copy Public Link" clipboard action that was failing silently in Lightning (LockerService blocks navigator.clipboard). The fix uses a hidden textarea + execCommand fallback that works reliably across all Salesforce contexts, with a confirmation toast on success.

Document Engine

Document Versioning

Documents now support full version history. Regenerating an invoice or agreement creates a new version linked to the original via PreviousVersionId__c, with an auto-incrementing VersionNumber__c. Prior versions are automatically marked as Superseded. The complete audit trail is preserved — compare any two versions side by side. The latest version is always the active one, but all prior versions remain accessible.

Zero-Hour Work Item Filter

Invoice generation now automatically excludes work items with zero logged hours, so only genuinely billable entries appear on the final PDF. Previously, zero-hour items cluttered invoices and confused clients.

PDF Hyperlinks to Salesforce Records

Invoice line items now include clickable hyperlinks that open the corresponding Salesforce record in a new tab. Links resolve correctly in both managed package (delivery__) and unmanaged contexts using runtime namespace detection — no configuration required.

PDF Page Break & Footer Fixes

Fixed CSS page-break handling for multi-page invoices so content no longer splits mid-row. The invoice footer now includes a cloudnimbusllc.com hyperlink for vendor branding.

VF URL Runtime Namespace Detection

The Visualforce PDF controller now detects the runtime namespace automatically instead of relying on %%%NAMESPACE_PREFIX%%% merge tokens. This fixes PDF rendering in both managed package and unmanaged contexts without any manual configuration.

Board & Visualization

Standalone Timeline / Gantt Tab

A brand-new Timeline tab renders work items on a horizontal CSS Grid axis with week, month, and quarter zoom levels. Items are grouped by entity and colored by stage. See start dates, ETAs, and durations at a glance — identify overlapping work, resource conflicts, and upcoming deadlines without leaving Delivery Hub.

Saved Board Filters

Save, name, and recall your favorite board filter combinations. A new DeliverySavedFilter__c object stores filter criteria (assignee, priority, status, date range, workflow type) per user. Load a saved filter with one click instead of re-configuring every time. Filters are private to each user.

Hide Empty Columns Toggle

The Kanban board now supports a "Hide Empty Columns" toggle that collapses columns with zero work items. Declutters the board for workflows with many stages where only a few are active. The toggle state persists per user.

In Flight List View with Budget Variance

A new "In Flight" list view surfaces all active work items with a Budget Variance column showing the difference between estimated and actual hours. Instantly spot items that are over or under budget without opening each record.

Platform & Architecture

Platform Events — Real-Time Push

Three new Salesforce Platform Events power real-time updates: DeliverySync__e (sync completions and failures), DeliveryEscalation__e (escalation triggers and resolutions), and DeliveryDocEvent__e (document generation, approval, and status transitions). Subscribe from LWC, Apex triggers, Flow, or external systems. The Kanban board uses these events to auto-refresh when another user moves a card.

API v1 Versioning

The public REST API now follows formal versioning under /deliveryhub/v1/. All existing endpoints are preserved under the v1 prefix with full backward compatibility. The versioned URL structure future-proofs integrations — when v2 lands, v1 consumers keep working.

Email Inbound Handler

Reply to a Delivery Hub notification email and the inbound handler automatically creates a comment on the matching work item. The handler parses the subject line to resolve the work item, extracts the reply body, and links any attachments as files. Disabled by default — enable it in Settings when ready.

Stage Gate Moved to In Development

The stage gate validation that enforces required fields before advancing a work item has been scoped to the "In Development" stage only. Previously it could fire on other transitions. This tightens the workflow so required-field enforcement happens at the right moment — when a developer picks up the work.

Admin & Configuration

Settings Page Overhaul

The admin settings page has been completely rebuilt. Feature toggles now use DateTime activation fields that record exactly when each setting was enabled and by whom — giving you a full audit trail. Four new configurable settings: Reconciliation Hour (when the daily reconciler runs), Sync Retry Limit (max attempts before abandoning a sync item), Activity Log Retention Days (how long activity records are kept before cleanup), and Escalation Cooldown Hours (minimum gap between repeated escalation alerts for the same work item).

Configurable Settings Wired into Apex Runtime

All four new settings are read from DeliveryHubSettings__c at runtime. DeliveryActivityLogCleanup reads retention days instead of a hardcoded 90-day window. DeliveryEscalationService reads cooldown hours instead of a fixed 24-hour gap. DeliveryHubScheduler reads reconciliation hour and sync retry limit. Change a setting and it takes effect on the next scheduled run — no code deployment needed.

Admin Page Dynamic Forms

The WorkItem admin record page now uses Salesforce Dynamic Forms, showing context-aware field sections that adapt based on workflow type and current stage. Developers see development-relevant fields; clients see acceptance criteria. Irrelevant fields are hidden automatically, reducing noise on every record page.

Record Page Assignments for All Lightning Apps

Delivery Hub record pages are now automatically assigned across all Lightning apps — no manual page assignment needed. WorkItem, WorkItemComment, WorkRequest, NetworkEntity, and DeliveryDocument record pages are pre-wired so every user sees the correct layout from day one, regardless of which app they are using.

LWC & UI Enhancements

LWC Placements on Record Pages

Three components placed on record pages out of the box: deliveryScore badge on WorkItem pages showing the AI-calculated attention score, deliveryDocumentViewer on Document pages with an inline Preview tab, and deliverySyncRetryPanel on NetworkEntity admin pages for quick retry of failed sync items.

App Logo & Branding

Delivery Hub now ships with an official branded SVG logo in the Salesforce App Launcher, tab bar, and utility bar. The logo appears across all Lightning apps where Delivery Hub components are present, giving the product a polished, recognizable identity in every org.

Delivery Guide LWC

A new in-app documentation component with 11 searchable sections covering setup, configuration, sync, invoicing, and troubleshooting. Accessible from the Delivery Guide tab — users get contextual help without leaving Salesforce.

DevOps & Quality

Demo Org CCI Flow

A new CumulusCI flow (cci flow run demo_org) provisions a fully configured scratch org with sample data, pre-built workflows, example invoices, and populated dashboards. Get a live demo environment in minutes — ideal for evaluations, sales demos, and onboarding training.

Documentation & Test Coverage

Comprehensive documentation updates across architecture guides, API references, and inline code comments. Test coverage expanded to cover new platform events, document versioning, approval flows, and email handler edge cases.

Build Fixes & Stability

Platform event renamed for consistency, object-level settings corrected, and test syntax issues resolved. ActivityLog picklist values updated to cover all new event types. These fixes keep the CI pipeline green and the package installable across all org types.

v0.104

March 2026

Features

Document Engine

Full document generation system built natively on Salesforce. Generate invoices, status reports, client agreements, and contractor agreements from your delivery data. Rates cascade through three tiers (WorkRequest > WorkItem > Entity default). PDF rendering via Visualforce with white-label branding pulled from your vendor entity. One-click email delivery with configurable CC and auto-calculated due dates.

Payment & Transaction Ledger

Dedicated DeliveryTransaction__c object for financial record-keeping. Multiple payments per invoice (partial payments, split across check + wire, etc.). Five transaction types: Payment, Credit, Refund, Adjustment, Write-Off. Five payment methods: Check, Wire, ACH, Credit Card, Cash. Auto-marks invoices as Paid when payments cover the total.

Accounts Receivable Summary

Every invoice includes a full A/R Summary table showing all unpaid prior invoices with period, amount invoiced, amount paid, outstanding balance, and status. Prior balance auto-calculates and carries forward. Default Net 30 payment terms with support for Net 15 and Due on Receipt.

4 Document Templates

Invoice, Status Report, Client Agreement, and Contractor Agreement — all driven by DocumentTemplate__mdt custom metadata. Subscribers can add new templates without code changes. Each template defines its own fields, layout hints, and generation logic.

Fixes

Sync Fix: WorkLog Error Surfacing

The WorkLog ingestor now throws an explicit SyncException when the parent WorkItem cannot be resolved, instead of silently failing. Surfaces errors for retry and makes sync chain debugging significantly easier.

Activity Feed Dedup

Disabled redundant field tracking for stage changes. The dedicated Stage_Change handler already logs transitions, so the generic field change tracker was creating duplicates. Cleaner activity feed with no information loss.

v0.99

March 2026

Portal API Expansion

17 REST API endpoints now power the cloudnimbusllc.com client portal. New endpoints for activity feeds, conversations, work log management, file access, board summaries, and document retrieval. Full entity-scoped access with portal user authentication.

WorkLog Approval via API

Approve or reject draft work logs in batch through the REST API. Portal users can manage hour approvals without a Salesforce license.

Hour Logging via API

Log hours against work items directly from the portal. Supports work date, notes, and integrates with the approval workflow.

PMD Compliance Refactor

Public API service refactored into small, focused handler methods. Zero per-method PMD violations. Enterprise-grade code quality.

Repository Polish

CONTRIBUTING.md and SECURITY.md added. PR template enhanced. README updated with accurate counts (124 Apex classes, 53 LWCs, 580+ tests). Stale branches cleaned.

v0.98

March 2026

WorkLog Approval Workflow

Hours logged in Delivery Hub can now require approval before syncing to client orgs. When enabled, WorkLogs save as Draft until approved by a manager. The approval policy is controlled by a DateTime setting — giving you an audit trail of when the policy was enabled, and allowing grandfathering of pre-existing logs. Backward compatible: existing installations see zero behavior change.

Activity Feed

A new cross-item Activity Feed tab shows everything happening across your delivery pipeline in one place. Comments, hours logged, stage changes, and field changes — all in a date-grouped timeline with relative timestamps. Includes conversation threads grouped by work item, inline reply, and batch approve/reject for pending WorkLogs. Auto-refreshes every 30 seconds.

Data Lineage Visualization

See your sync chain at a glance. The Data Lineage card on the admin home page shows upstream vendors, your org, and downstream clients in a vertical flow diagram with per-entity health metrics — synced/failed percentages and last sync timestamps. Know exactly where your data flows.

Setup Prerequisites Wizard

The Getting Started wizard now checks prerequisites before attempting connection: Salesforce Site existence, guest user permissions, and Remote Site Setting reachability. Failed checks show deep links to the exact Setup page with copy-to-clipboard URLs. Guest user permissions can be fixed with one click. CCI-deployed orgs pass all checks automatically.

Time Logger Enhancements

Log hours for past dates with the new date picker (no longer hardcoded to today). Works with Draft WorkRequests — no more manually accepting your own auto-created requests. Shows a “Saved as Draft” badge when approval is enabled.

v0.97

March 2026

Field Change Tracking

Track every field change with old/new values in the Activity Log.

Ghost Recorder

Floating issue submission form with keyboard shortcut.

Namespace-Safe Architecture

getLocalName() for reliable CMT matching in managed packages.

Global Schedulers

DeliveryHubScheduler and processors marked global for cross-package access.

v0.96

February 2026

Configurable Workflow Platform

Custom Metadata-driven stages, personas, and transitions. Ships with Software Delivery (40+ stages) and Loan Approval (8 stages).

Code Hygiene

All internal "ticket" nomenclature replaced with "work item" throughout.

Want the full feature reference?

See the Features page for a complete list of everything Delivery Hub can do, or browse the Documentation for technical details.