BookYourPTO

Changelog

Stay up to date with the latest changes, improvements, and bug fixes in BookYourPTO.

BookYourPTO v1.0.8 release notes

v1.0.8

UI Redesign — Navigation & Settings

This release is a comprehensive redesign of the application's navigation and settings architecture, modeled after modern dashboard dashboard patterns.

New Features

  • Sidebar navigation — Replaced the horizontal header with a fixed left sidebar on desktop. Includes org logo, grouped nav sections (core, apps, management, admin), collapsible width with persisted state, user profile dropdown with logout, and theme toggle.
  • Mobile navigation drawer — Slide-in drawer from the left with backdrop blur, replacing the old hamburger dropdown. Sticky top bar with org logo, notification bell, and theme toggle on small screens.
  • Sidebar collapse with tooltips — Sidebar collapses to icon-only mode (68px) with hover tooltips showing labels. Collapsed state persists across sessions via localStorage.
  • Active route indicator — Sidebar nav items show a colored left accent bar on the active route, matching modern dashboard visual pattern.
  • Settings overview page — New card grid hub at /settings with grouped sections (Personal, Organization, Executive). Each card shows icon, title, description, and feature lock badges. Cards have shadow-on-hover effect with dark mode support.
  • Individual settings routes — Every settings section now has its own URL (/settings/password, /settings/general, /settings/quickbooks, etc.) instead of query parameters (?tab=password). 22 new route pages created.
  • Settings breadcrumb navigation — Each settings sub-page shows a back arrow linking to the settings overview, plus a page title with icon matching the overview cards.
  • Settings feature gating on sub-pages — Locked features show an upgrade prompt directly on the sub-page with plan badge and CTA button, consistent across all gated sections.
  • Inline QuickBooks sync history — The Sync History tab in QuickBooks settings now renders the full audit log inline with filtering and pagination, replacing the placeholder link.

Improvements

  • Documents page — sidebar removed — Replaced the left sidebar with horizontal horizontal tabs (My Documents, All Documents, Action Required, Completed, Drafts) with count badges and active underline indicator.
  • Documents quick links relocated — Templates and Bulk Send links moved from the sidebar to inline buttons in the page header, next to the Start dropdown.
  • QuickBooks sidebar → horizontal tabs — Converted the vertical sidebar navigation (Overview, Employees, Vendors, etc.) to a horizontal tab bar with a Disconnect button at the right end.
  • QuickBooks sync-history breadcrumbs — The full-page sync history now shows a breadcrumb trail (Settings → QuickBooks → Sync History) instead of a back-button card.
  • Settings backward compatibility — Old URLs (/settings?tab=password, ?changePassword=true, ?setup2fa=true, ?tab=calendar) automatically redirect to the new path-based routes.
  • Forced password/2FA on sub-routes — Middleware path matching updated from exact /settings to startsWith('/settings') so users aren't bounced away from settings sub-pages during forced flows.
  • Duplicate headers removed — Removed redundant title/description headers from all 20 settings components since the page wrapper now provides the heading.
  • Settings overview dark mode — Cards use gray-900 base with gray-800 hover and stronger shadow in dark mode for visual distinction.