What's New

Changed

• MFA verification UI now uses the v2 login layout and visual system.

Added

• Administration now embeds Programs/Users/Leagues/Release Notes in v2 tabs.
• Reporting tab embeds IRS Reporting with full v2 layout.
• Merchants now support edit + add-alias actions with alias chips and full list visibility.
• Payments tab shows pending W-9 and processing count badges.

Changed

• Payment Methods UI unified to the Payment Admin panel styling.
• Admin Whats New nav label and page styling aligned to treasurer.
• Section header bands tightened to treasurer v2 sizing across admin embedded panels.

Fixed

• Merchants API now returns full list and alias arrays, plus supports merchant rename updates.
• Legacy header/table styles normalized in Users/Leagues/Release Notes.
• Removed extraneous merchant refresh UI and aligned create/search spacing.

Added

• Merchant quick-create now uses the same field as merchant search.
• Pullback request placement refined for approved transactions.

Changed

• Merchant mode no longer clears saved selections on load.
• Payee/merchant helper text streamlined for credit-card transactions.

Fixed

• Merchant field duplication removed; search/create hides after selection.

Changed

• Treasurer login now routes to a program overview (last program if available, otherwise first alphabetically).
• Pending Validation section defaults open in the treasurer overview.
• Cancel now returns a submitted request to draft; delete is a soft delete that moves drafts into History.

Fixed

• MFA enrollment page restyled to match the new forest theme.
• Removed pull-back button in favor of a single cancel action for submitted requests.

Added

• Global transaction search from treasurer view (server-side across all FYs) with pop-down results; clicking jumps to the transaction (switches FY, scrolls, highlights).
• What's New? tab in treasurer navigation.
• Treasurer Payees tab reworked to match new treasurer layout (Create/Directory sub-tabs).

Changed

• Validation wizard: 1099 reportability now reflects reimbursement + IRS line 13 + original payment method (1099-K for card/PayPal/Venmo G&S), plus cleaned original payment method options/labels.
• Validation wizard UI cleanup (docs/notes helper text removed, buttons aligned; redundant receipt indicators removed).
• Payment request tab badges on Drafts/Active/History with program/FY scoping.

Fixed

• Treasurer Transactions CSV export now returns all transactions for selected FY.
• Search no longer filters the current page; now uses server results only.
• Payee creation layout overflow and clearer "select or create a payee" validation.
• Release notes version prefix no longer duplicated (v instead of vv).

Added

• Role cleanup migration to normalize legacy assignments.

Changed

• Admin/approval access now uses super_admin and approver only.
• Program/treasurer access consolidated under league_treasurer.

Fixed

• UI role lists now match backend enforcement.

Added

• Tutorial now adapts to income vs. expense details.
• Guidance added for when there are no pending transactions.

Changed

• Tutorial copy now emphasizes validation and submitting for approval.
• Pending validation section auto-expands during the tutorial.

Fixed

• Highlighting now targets the review modal instead of the table row.

Added

• Fiscal sponsor contribution income/expense types with internal transfer accounting.
• Refund linking with search plus refunded status badges.
• Receipt exemption request + admin approval workflow with persistent flags.

Changed

• Transaction review modal reorganized with collapsible sections and short descriptions.
• Approved income/expense totals now reflect approved-only transactions.
• Flag and refund handling syncs validation notes and status updates.

Fixed

• Flag counts and visual indicators on treasurer/admin lists.
• Refund/adjustment validation and receipt exceptions.
• Save/submit status errors in treasurer/admin review flows.

Roadmap

• Treasurer CSV export with filters.
• Annual budgeting line items and progress views.
• Payment request feature for leagues.

Added

• Admin dashboard with program financial summaries, fiscal year controls, and audit activity log.
• CSV import workflow with batch tracking, duplicate detection, and normalized transactions.
• Program + league management with role-based access control and MFA.
• Transaction review workflow: validation notes, tags, receipts, receipt exemptions, and admin flags.
• Refund linking and adjustment/correction handling with status indicators.
• IRS reporting views, transaction exclusions, and database browser.
• Treasurer overview with approved income/expense totals, bank balance, and validation queues.
• Treasurer transaction review with receipts, flags, and refund linking.
• Automated backups of validation data with Google Drive storage.
• Release notes management with Whats New highlights on key pages.

Roadmap

• Payment request workflow for treasurers.
• Annual budgeting with line items and progress tracking.
• Treasurer CSV reporting exports.