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Updates

July 7 2026

General improvements, fixes & refinements

  • Refined Account search to include out of category accounts in filtered list.

July 6 2026

General improvements, fixes & refinements

  • Redesigned loading bar on Dashboard to be more prominent.

June 26 2026

General improvements, fixes & refinements

  • Added contact-aware Family Readiness recommendations.

  • Improved Contacts with click-to-call, click-to-email, click-to-map, and click-to-website links.

  • Added address and website support for important contacts.

  • Added smarter category-based placeholders to make contact entry easier.

  • Improved edit behavior with disabled Save until changes are made.

  • Added quick links from readiness checks directly to the relevant section of oneplace.

  • Polished contact card spacing, icons, and account-linked insurance contacts.

June 19 2026

New feature

  • Introduced a new Family Readiness section to help households understand how prepared they are at a glance.

  • Added readiness status levels including Getting Started, Making Progress, Building Confidence, and High Confidence.

  • Added readiness checks for estate documents, insurance information, household instructions, and household access.

  • Added an Areas to Improve section that highlights missing information and suggests next steps.

  • Added helpful tooltips throughout the Family Readiness page to explain readiness concepts and requirements.

  • Added quick links from readiness checks directly to the relevant section of oneplace.

  • Enhanced Documented Assets with direct links and explanations for Banking, Property Assets, and Retirement & Investments.

  • Clarified that banking accounts are documented for household awareness and are not intended for daily balance tracking.

  • Refined Property Assets to include only assets with documented values.

  • Added links and explanations to the Monthly Commitments section for Utilities, Insurance, and Subscriptions.

  • Improved overall navigation and consistency across the Family Readiness experience.

June 18 2026

General improvements, fixes & refinements

  • Added account counts alongside asset categories for better visibility.

  • Replaced the Insurance Coverage summary with a new Family Readiness section.

  • Family Readiness now highlights Estate Documents, Insurance Policies, Critical Notes, and Household Members.

  • Added direct links from Family Readiness items to the relevant areas of the app.

  • Improved confirmation for Sign in button.

June 16 2026

General improvements, fixes & refinements

  • Added a Financial Overview page showing household assets and monthly commitments.

  • Introduced asset tracking for banking, property, and retirement accounts.

  • Added Property Types to distinguish assets (homes, land, rentals) from services (HOA, waste collection, landscaping, etc.).

  • Improved account editing with clearer save confirmation and success feedback.

  • Added missing-value detection to help complete financial records.

June 15 2026

General improvements, fixes & refinements

  • Improved onboarding flow when no payment source exists.

  • Added direct shortcut from bills to create a linked bank account.

  • Reduced setup friction for first-time users.

  • Added clearer insurance field labels for easier review and maintenance.

  • Added Retirement & Investments as a separate account category.

June 12 2026

General improvements, fixes & refinements

  • Added 'Retirement & Investments category' to Account types.

  • Improved account form guidance with contextual help tooltips.

June 11 2026

General improvements, fixes & refinements

  • Improved confirmation of Account added.

  • Added Sem-annual billing option to Payment frequency dropdown in Add Account form.

  • Improved headings for Add Account & Edit Account sections.

  • Added an 'Add Account' button list view of accounts for easier access.

June 10 2026

General improvements, fixes & refinements

  • Added names and status indicators.

June 8 2026

General improvements, fixes & refinements

  • Added Help & Information center inside app. ? icon added to main menu.

June 5 2026

General improvements, fixes & refinements

  • Moved Close button on the Edit Account form to be included in the same row as Save/Mark as cancelled button (previously 'Cancel account').

  • Improved wording for the Mark as cancelled confirmation popup.

June 1 2026

Official launch day of oneplace

  • oneplace has officially launched and is now open to the public.

May 29 2026

General improvements, fixes & refinements

  • Added secure Stripe Checkout for new subscriptions.

  • Added Stripe Customer Portal so users can manage billing, cards, invoices, and cancellations.

  • Added subscription syncing between Stripe and Supabase.

  • Added household-based access, so invited household members are covered by the owner’s subscription.

  • Added a small billing status indicator inside the app.

  • Improved household member display names so members appear by name instead of generic labels.

  • Improved long-running invite experience without hiding member details

May 28 2026

General improvements, fixes & refinements

  • Integrated Stripe subscriptions into oneplace

  • Added secure Stripe checkout flow

  • Connected Stripe webhooks to the app backend

  • Successfully completed end-to-end subscription testing in development

  • Added Supabase subscription persistence for real user billing state

  • Added dismissible pending household invite guidance card

  • Improved long-running invite experience without hiding member details

May 27 2026

General improvements, fixes & refinements

  • Refined Dashboard progression from onboarding → shared household guidance

  • Added intelligent “Next Recommended Action” lifecycle states

  • Introduced household invite encouragement after core setup completion

  • Added pending-invite awareness to prevent repeated invite prompts

  • Improved shared-household experience with calmer dashboard messaging

  • Added “You” member indicator for clearer household identity

  • Reduced repetitive onboarding prompts and improved dashboard pacing

May 26 2026

General improvements, fixes & refinements

  • Weekly household digest email system is now fully working in production with real multi-user household delivery

  • Added protected Vercel cron scheduling for automated weekly digest emails

  • Refined first-time Dashboard onboarding flow with a stronger “Next Recommended Action” experience

  • Added a graceful onboarding handoff flow that gently steps back once a household is fully set up

  • Fixed multiple Dashboard consistency issues between Checklist, Preparedness score, coverage pills, and next-action guidance

  • Improved onboarding reassurance and clarity with calmer billing guidance and reduced repetitive prompts

May 22 2026

General improvements, fixes & refinements

  • Built and polished oneplace’s weekly household digest email system

  • Added real overdue and due-soon billing detection tied to household account data

  • Fixed household-scoping bug so digests only reflect the correct household

  • Synced digest logic with the Accounts page for consistent counts and billing status

  • Added multi-household-member email delivery using real authenticated Supabase users

  • Improved digest UX with calmer messaging, smarter CTA flow, overdue highlighting, and “and more…” handling

  • Added direct deep-linking from digest emails into household account review screens

May 21 2026

General improvements, fixes & refinements

  • Improved onboarding and shared household experience

  • Verified production email infrastructure for account invites and future updates

  • Refined member management and household collaboration experience

  • Improved overall reliability and confidence of the platform experience

May 20 2026

Mobile app improvements, fixes & refinements

  • Fully optimized the Accounts page for mobile with responsive stacked layouts and improved touch spacing

  • Fully optimized the Documents page for mobile with cleaner action alignment and improved readability

  • Improved mobile usability across the app with calmer spacing, better hierarchy, and more comfortable navigation

  • Refined responsive behavior for account and document action controls to prevent cramped layouts on smaller screens

  • Improved overall mobile consistency between Dashboard, Accounts, Documents, Notes, and Checklist experiences

May 19 2026

General improvements, fixes & refinements

  • Improved onboarding progression and post-setup guidance flow

  • Added softer “Household setup” recommendation after ~70% preparedness

  • Household members dropdown now opens directly from onboarding CTA

  • Refined early-alert suppression to avoid overwhelming new users

  • Improved wording across onboarding and next-step recommendations

  • Added clearer account-access/login information fields and labels

  • Fixed utility onboarding progression conflict after adding utility accounts

  • Refined Notes/Instructions workflow from Dashboard alerts

  • Household Alerts “Add instructions” now opens directly into note editor

  • Continued mobile and UX consistency polish

May 18 2026

General improvemets & refinements

  • Improved household/account review workflow with clearer filtered review flows

  • Added contextual review banners and softer maintenance messaging throughout Dashboard + Accounts

  • Refined account review badges/actions (“Review suggested”, “Mark as checked”)

  • Improved empty states for Accounts, Documents, and Notes with clearer onboarding guidance

  • Polished mobile navigation/header behavior for iPhone responsiveness

  • Fixed mobile menu/header layout issues

  • Improved loading-state consistency

May 15 2026

May 14 2026

May 13 2026

General improvemets

  • Improved dashboard preparedness and household coverage tracking

  • Improved household member visibility and collaboration cues

  • Added smoother guided navigation from dashboard recommendations

  • Refined dashboard alignment, spacing, and visual polish

General improvemets

  • Added a new Medical category for documents and household coverage tracking

  • Improved the Coverage section on the dashboard with grouped “Protected” and “Managed” areas

  • Added clearer visual styling for Medical and Credit Card coverage badges

  • Added a Cancel button to the document upload form

General improvemets

  • Improved account search behavior

  • Added better save feedback when creating accounts

  • Recent Activity now includes all notes

  • Smoothed scrolling when searching accounts

  • Improved invite/join reliability

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