← Changelog
v1.39
Vault folders for everyone, Follow and Mute, Inbox
Organize Vault with your own folders and auto-filed system folders. Follow or mute threads, open Inbox without a flag, and ask Nino to update a manual account balance.
VaultChatInboxAbout YouAdvisors
Now you can
- Vault folders live for everyone with system auto-filing
- Follow and Mute on threads; chat leaves the notification bell
- Member Inbox with profile photos and simpler new-chat controls
- Ask Nino to update a manual account balance with a confirm card
- Comparison answers render as tables
New
- Vault folders are live for everyone. Create your own, move files, and let uploads land in Taxes, Employment, Equity grants, Investments, Insurance, Chat, or Other (system folders appear when they have files)
- Follow or Mute any thread from the header; muted threads stay readable but drop out of your unread count, and @mentions still reach you
- Member Inbox is on without a feature flag: one unread model across the nav, sidebar, and Inbox, with profile photos on new-chat controls
- Ask Nino to correct a manual account balance; an approval card shows the real account name and current → new before anything writes
Updates
- Chat comparisons you look up (rates, options, terms) render as a scannable Table instead of a prose wall
- About You interview is Nino-first and subscription-aware. Managed households still hear about their CPA and planner at the right moments; self-serve never does
- Advisors see each client's plan label in the client switcher
- Chat cash-flow and net-worth answers carry clearer scope, counts, and exclusion notes
- Tax-lot and holdings views agree on when cost basis is available
- Track rooms ping only on @mentions, and later household members can join
Bug fixes
- Ordinary chat messages no longer crowd the notification bell. Reading a thread clears its notifications
- Compose sheet keeps its Send button; your own messages never badge you