Changelog

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New Features

• Custom Giving Units: Group funds into named reporting units so giving reports can roll up the way your finance team actually talks about them
• Care Escalation Digest: A daily Connections digest that surfaces overdue touchpoints and people who have gone quiet
• Grouped Settings Navigation: Settings is now organized into a sectioned side rail instead of one long list
• Enterprise Subscriptions: Support for attaching custom enterprise billing arrangements

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Improvements

• Groups Sync: Memberships now sync batched by parent group, cutting the number of Planning Center round trips
• Services Sync: Retired the per-person Emails fan-out and bounded staged-email sync-state work, substantially reducing Services sync time

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Bug Fixes

• Engagement Distribution: Corrected warning-light totals so Lapsed and Dormant people are no longer missing from the top-level distribution
• Engagement Statuses: Added complete Inactive tier support and aligned every warning-light label and color with the API contract
• Services Rotation: Reset the rotation cursor on a completed traversal so later parents are no longer starved
• Chat Retention: Added a row-level metadata retention backstop for chat history

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New Features

• Person Tags: Tag people in Connections and filter care lists by tag
• Shared Care Assignments: More than one leader can be responsible for the same person
• Person-User Linking: Link a Parable user to their Planning Center person record so “my people” resolves correctly
• Leader Group Scope: Scope a leader’s Connections access to the groups they actually lead
• Planning Center Care Context: Surface existing Planning Center notes and context alongside Parable touchpoints
• AI Care Profiles: Chat can now summarize a person’s care history and suggest next steps
• Global Campus Filter: Filter an entire dashboard by campus, with check-in location filters for attendance metrics
• Services Team Hierarchy: Team parent/child relationships are now synced and queryable

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Improvements

• Chat Model Routing: Free-text chat now routes to Sonnet 5 for faster, stronger answers
• AI Observability: Added generation-level analytics so we can track and improve answer quality

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Bug Fixes

• Connections: A round of fixes across assignment, tagging, and needs-attention behavior
• Metrics & People: Corrected campus attribution and person list edge cases

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New Features

• Connections Workspace: A focused surface for pastoral follow-up — a needs-attention list, a leaders accountability board, assignment flows, and touchpoint logging. Available to selected organizations while we refine it
• Touchpoint Write-Back: Touchpoints logged in Parable can be written back to Planning Center as notes
• Full Person Profile: Person records now open a complete profile page with a redesigned header, overview, icon-based activity timeline, and engagement tab
• Public Dashboard Sharing: Publish a dashboard by link, with its own date picker and preset ranges
• Report Spec Builder: A new report-building loop with configurable visualization options and value pickers
• Queued CSV Exports: Large SQL editor exports now run in the background instead of timing out

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Improvements

• Stale Data Indicators: Widgets and reports now show when their Planning Center data is behind, instead of silently displaying old numbers
• Design System: Expanded the Geist color system across the app, including a consistent destructive palette

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Bug Fixes

• Broad Polish: Roughly a hundred fixes across Connections, reports, dashboards, onboarding, chat, widgets, and Planning Center sync

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New Features

• Report Spec Compiler: Reports now compile from a structured spec, with an expanded semantic layer, time-series transforms, and grouped calculations
• Preview Inspector: Inspect exactly what a report preview is computing while you build it
• Benchmark Gauges: Target gauges backed by the benchmarks you configure in Settings
• Getting Started Checklist: A guided activation checklist for new organizations
• Dashboard Collaborators: A collaborator sharing model for dashboards
• Per-Integration Sync Status: See sync state broken out by integration rather than in aggregate

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Improvements

• Engagement Retention: Daily engagement snapshots now age out on a defined retention schedule, keeping history useful without unbounded growth

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Bug Fixes

• Giving Accuracy Guardrails: An extensive hardening pass on fund- and designation-scoped giving SQL, closing dozens of ways a generated query could double-count donations across funds
• Bulk PDF Export: Made bulk exports recoverable, correctly scoped to their creator, and honest about timeouts and progress
• Sync Reliability: Fixed empty-batch finalization, service selector continuations, and Planning Center list sync recovery visibility

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New Features

• Canonical Giving Specs: Built-in query specs for the giving questions churches ask most
• CSV Export Scope Options: Choose what a report export includes before you download it
• New Drill-In Canvases: Overserving alerts and pending service responses now open detailed views
• Group Widget Scoping: Restrict group widgets to specific group types
• Reconnect Alerts: A broken Planning Center connection now surfaces in the global navigation

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Improvements

• One Editing Surface: The report builder is now the single place reports are edited, with clearer refinement actions
• Smarter AI Reporting: Chat reuses cohorts for derived metrics and follows improved SQL relationship guidance
• SQL Guardrails: Moved query validation onto a real Postgres parser rather than pattern matching

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Bug Fixes

• Fund-Specific Giving: Fund reports now allocate through designations instead of whole donations, correcting totals for split gifts
• Long-Running Syncs: Workflow card notes now continue across workflow boundaries instead of starving on an 8-hour timeout
• Deleted Records: People and messages deleted in Planning Center are now pruned via a version-gated reconcile

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New Features

• Lapsed and Dormant Lights: New warning-light states for people inactive 90+ and 180+ days, separating long-term absence from a recent dip
• More Drill-In Canvases: Birthdays, expiring background checks, upcoming events, and the weekly giving snapshot now open detailed views
• Engagement Growing Window: Customize the trailing window used to identify people whose engagement is improving
• Billing-Aware Sync: Disabling an integration pauses its schedules, and billing state can suspend and resume syncing

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Improvements

• Diagnostics: Stranded integrations are now detected and reported, and the daily email leads with actionable incidents rather than cascade-inflated counts

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Bug Fixes

• Chat Accuracy: Hardened the analytical chat harness for complex asks and corrected recurring giving date ranges
• Reports: Fixed Giving Overview SQL and guarded invalid builder saves
• Data Correctness: Scoped birthday contact joins by integration and preserved midnight timestamps

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New Features

• Chat Canvases and Tools: Chat can now navigate the app, drive builder actions, stream its work log as it goes, and open dedicated canvases such as group sign-ups
• Widget Settings: A settings sheet for dashboard widgets, with customizable thresholds for attendance dropoff, overserving alerts, expiring checks, lapsed giving, and birthday/event windows
• Report Builder: Added table visualizations, metric scorecards, and a mobile preview canvas
• Account Deletion: Users can delete their own account, backed by a deletion audit log
• Terms Re-Acceptance: A blocking gate when terms of service change

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Improvements

• Planning Center Custom Fields: Engagement and giving write-back now use two separate tabs — Parable for engagement tier and warning light, and Parable: Giving for giving pattern, trend, and payment alerts. Existing fields are migrated automatically
• Unified Settings: Metric placement and flows settings were consolidated into single surfaces
• Sync Performance: Adaptive Planning Center rate pacing from quota headers, differential commits for people field data, and bounded parallelism in the master sync

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Bug Fixes

• Sync Correctness: A large pass across check-ins, registrations, services, and people covering pagination cursors, drift repair, and phantom sync states
• Security: Scoped SQL editor and chat routes by organization and required org access for billing creation

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New Features

• Widget Settings: Storage and endpoints for per-widget configuration
• Core Ratios: A church health metrics view built on core ministry ratios
• Editable Category Weights: Engagement category weight percentages can now be edited directly

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Improvements

• People Page Performance: Optimized the count queries behind people list views

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Bug Fixes

• Chat: Scoped chat history to the selected organization and fixed engagement distribution drill-in
• Dashboards: Fixed attendance dashboard metric configuration, Group Roles labels, and the metrics date menu layering
• Giving: Pledge relationships now persist and pledge campaign totals reconcile correctly
• Sync: Deduplicated Planning Center transfer rows and corrected nested API totals across Services, Check-Ins, and Calendar

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New Features

• Hourly Diagnostics: Automated detection of stalled, silently stopped, and never-finished syncs, with classified error causes
• Tenant Scorecard: An admin view of sync health per organization, with rolling health windows
• Insufficient Scope Detection: Planning Center permission gaps are now identified explicitly rather than surfacing as generic failures

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Improvements

• Field Data Performance: Batched the people field-data date refresh
• Sync Bookkeeping: Added last-seen sync IDs and tenant sync rollups so drift is measurable

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Bug Fixes

• Sync Reliability: A broad repair pass covering drift-cleared high-water marks, bounded repair routes, rotated master steps, serialized field-data writes, and child sync-state finalization
• Cursor Handling: Preserved Planning Center cursor page order and reconciled missing sync states

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New Features

• Metrics Flows: Added multi-condition flow steps so completion rules can combine multiple sources and match strategies
• Planning Center Coverage: Added incremental sync support across more People, Giving, Services, and Check-Ins data

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Improvements

• Sync Operations: Added orphaned schedule cleanup, stronger field-data pagination, and safer handling for empty full syncs
• Diagnostics & Notifications: Made timeout causes easier to diagnose and labeled staging admin emails more clearly

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Bug Fixes

• Temporal Reliability: Fixed worker startup, shutdown draining, heavy people queue handling, and field-data write throttling
• Data & UI Accuracy: Fixed weekly digest section bounds, donation-by-fund legend layout, dark-mode notification highlights, and orphaned event counting

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New Features

• Roadmap Visibility: Added a roadmap page so product direction is easier to track

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Improvements

• Email Delivery Routing: Routed Postmark sends by message stream for cleaner delivery handling across notification types
• Engagement Accuracy: Tightened engagement scoring inputs by using donation relationships and filtering inactive donations

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Bug Fixes

• Billing Reliability: Prevented invoice-page 503s for organizations without Stripe customers
• Digest & Reporting UX: Fixed weekly digest timeout behavior and preserved preview order when overview cards are reordered
• Sync Stability: Improved post-sync accounting, detached child workflows more safely, retried rate-limited Planning Center pages, and throttled group event note writes

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New Features

• Weekly Digest Email: Added a Monday post-sync weekly digest email with pastoral intelligence highlights
• Billing Guidance: Added soft-cap notifications, recommended plan tier guidance, and receipt access improvements
• Data Coverage: Expanded recurring donation sync coverage and improved People sidebar search and sort

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Improvements

• Reports & Mobile UX: Improved template autosave and campus data alignment in reports, plus better mobile layouts, drag interactions, and chat usability
• Engagement Signals: Tuned warning-light behavior with a configurable baseline and admin rebuild support
• Planning Center Data Model: Normalized relationship roles and renamed relationship tables and columns for cleaner synced data handling

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Bug Fixes

• Temporal Reliability: Added partial stage progress commits, increased post-sync reserve time, and ran migrations for the Temporal worker database
• Frontend Polish: Fixed drag preview synchronization issues across the updated interaction model
• Data Integrity: Repaired a stale giving donor constraint that could block engagement-related updates

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New Features

• Service Attendance Reporting: Added service attendance widgets, canvases, and chat analysis with accountability tracking for serving teams
• Chat Clarifications: AI chat can now ask for one missing detail before continuing, so report and analysis requests stay on track with less guesswork

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Improvements

• Report Builder: Improved report-builder chat session handling and kept AI-generated titles and descriptions in sync more reliably after restores
• Chat & Reporting: Improved reporting validation, AI chat guardrails, and retry behavior for a steadier reporting experience
• Sync Runtime Control: Added better time-budget handling so long-running syncs can exit more gracefully after saving partial progress

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Bug Fixes

• Sync Reliability: Improved engagement scoring heartbeats, stopped report poller batch replays, and rate-limited groups RSVP syncs
• Data & Quality Checks: Enforced metrics group-type validation on updates, fixed people sync auto-tuning persistence, and resolved repo-wide golangci-lint failures

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New Features

• Engagement Scoring: Expanded giving-based engagement classification, Planning Center write-back recipes, and refined score inputs for group and attendance analysis
• Admin Sync Controls: Added enable or disable controls for integrations plus cancel-sync actions for individual scopes or entire runs

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Improvements

• Sync Throughput: Added incremental sync support for Services items and improved commit performance with batched operations
• Workflow Operations: Improved Temporal diagnostics, onboarding recovery, and self-tuning workflow parameter infrastructure

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Bug Fixes

• Billing Checkout: Enabled promotion codes more safely and fixed subscription checkout handling around Stripe payment setup
• Access & Notifications: Clarified giving-role permissions in admin dialogs and fixed notification email assets for better client compatibility

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New Features

• Scheduled Reports: Create recurring report schedules, choose recipients, pick your export format (PDF or CSV), and send reports on demand
• List Freshness: People lists now show when they are out of date and can be refreshed individually with one click

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Improvements

• Report Styling: Improved template rendering so report layouts display more accurately
• Sync Coverage: Re-enabled additional Planning Center sync workflows for more complete data

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Bug Fixes

• Sync Reliability: Resolved false stale-sync indicators on the integrations page after page refreshes
• Date Accuracy: Improved timezone handling and giving date filters for more accurate dashboards and reports

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New Features

• Free Trial: Added a 30-day free trial with no credit card required
• Billing Controls: Added plan limits, gifted and admin overrides, Stripe billing, and AI credit tracking
• Engagement Cadence: Redesigned engagement scoring around monthly and weekly rhythms with EMA-based warning lights

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Improvements

• Billing Experience: Refreshed billing and usage screens so plan status and AI consumption are easier to understand
• Organization Switching: Improved org selection so users land in the organization they chose and keep chat context aligned

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Bug Fixes

• Permission Failures: Integrations now deactivate on real Planning Center permission failures without mislabeling onboarding states
• Distribution Accuracy: Fixed engagement distribution edge cases around disengaged and no-activity profiles

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New Features

• AI Report Builder: Generate charts from chat, validate SQL, add goal and average lines, and save results to dashboards
• Pledge Reporting: Added pledge campaign tools, widgets, and canvases for fulfillment tracking
• Giving Insights: Added first-time giver reporting and payment channel support for more detailed giving analysis

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Improvements

• Chat Performance: Parallelized tool execution and expanded AI context loading across Services, Giving, Groups, and Calendar data
• Web Search Mode: Improved web-search chat sessions so sources are clearer and SQL context stays isolated

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Bug Fixes

• SQL Canvas: Reduced version bloat and preserved query context more reliably
• Charts & Labels: Improved comparison chart handling and ensured attendance charts show full X-axis labels

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New Features

• Template Builder: Create HTML and CSS report templates with AI chat, reference images, and safer previews
• People Reports: Added people pages, segment management, workflow filters, and bulk PDF export
• Workflow Diagnostics: Added an admin diagnostics dashboard with saved findings, detail views, copy tools, and AI-ready debug prompts

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Improvements

• Reconnect Flow: Added a guided Planning Center reconnect flow when credentials expire
• Background Processing: Moved bulk PDF export and message backfills into stronger Temporal workflows with better admin visibility

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Bug Fixes

• AI SQL Quality: Improved SQL validation, recovery, and schema enrichment for more reliable AI-generated queries
• Planning Center Data Model: Expanded synced fields and cleaned up relationship handling across People, Groups, Giving, Publishing, Calendar, and Check-Ins

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New Features

• Email Notifications: Added onboarding and sync notifications powered by Postmark
• Billing: Added Stripe subscription checkout, usage meters, AI credit purchases, gifted plans, and admin plan overrides
• Giving Permissions: Added stronger access controls for sensitive giving data

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Improvements

• Onboarding Visibility: Live onboarding sync scope labels make imports easier to follow
• Engagement Control: Syncing engagement scores back to Planning Center is now opt-in

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Bug Fixes

• Notification Reliability: Reduced duplicate sends and tightened recipient validation for email events
• Preferences Safety: Frontend preference loading now falls back cleanly if saved JSON is malformed

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New Features

• Comparison Charts: Added grouped-bar and multi-line period-over-period charts
• Metrics UX: Added goal lines, widget preferences, metric tooltips, and profile editing
• New Data Sources: Added workflow cards, registrations sources, and groups attendance reporting

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Improvements

• Giving Insights: Improved giving comparisons, formatting, and dashboard behavior for richer analysis
• Data Discovery: Added better pagination in data source pickers so larger churches can browse sources more easily

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Bug Fixes

• Chart Accuracy: Fixed wide-form comparison edge cases so saved reports and dashboard tiles render the right series
• Frontend Stability: Fixed report rendering regressions, invite creation failures, and a few organization-switching edge cases

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New Features

• Current App Support: Added support for Planning Center Current data
• Metrics Foundation: Added backend configuration for custom metrics and flows
• Sync Health: Added health checks and pagination validation to catch sync issues earlier

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Improvements

• Engagement Coverage: Added an inactive tier for non-active Planning Center profiles
• Operational Data: Added groups attendance tools and better workflow card data for reporting

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Bug Fixes

• Compatibility: Improved Safari AI streaming, PgBouncer support, and Planning Center field sizing for more reliable production use
• Data Safety: Added text sanitization before Postgres writes and fixed synced relationship typing issues

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New Features

• Widget Metrics: Added widget metrics, canvas validation, and stronger dashboard foundations

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Improvements

• Sync Stability: Eliminated recurring Planning Center 404 sync noise and hardened deployment behavior
• Canvas Validation: Added stronger safeguards so charts and saved canvases are more reliable

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Bug Fixes

• Existing Organizations: Seeded default engagement settings for older organizations
• Planning Center Types: Fixed field-type issues that could affect synced data quality

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New Features

• Engagement Scoring: Added warning-light engagement scoring with configurable categories
• Onboarding Flow: Improved onboarding with a dedicated import step and clearer progress

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Improvements

• Deployment Readiness: Hardened Railway and Railpack configuration for steadier releases

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Bug Fixes

• Rollout Safety: Smoothed the engagement launch for existing organizations so default settings are available immediately

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Improvements

• Platform Foundation: Reorganized the product into a monorepo so the API, frontend, and docs can ship together more cleanly
• Release Quality: Added unified CI, Temporal dev targets, and SQL query validation to catch issues earlier
• Testing: Added ephemeral PostgreSQL test infrastructure for faster, more isolated backend testing

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Bug Fixes

• Developer Workflow: Cleaned up migration and local environment issues that could slow down delivery

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New Features

• AI Chat: AI chat to help you get started with Parable and Planning Center
• Docs: Data model visualizations and automated validation to keep guides accurate

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New Features

• SQL Editor: Full SQL Editor foundation
• OAuth: Backend-driven OAuth redirects with named routes for smoother auth flows

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New Features

• Scoped Syncs: Added scope filtering so integrations can run only the modules you choose

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Performance & Reliability

• Temporal: Improved naming consistency and removed hard timeouts for steadier workflow execution

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Bug Fixes

• Sync Reliability: Fixed issues where some configuration settings weren’t being properly saved
• OAuth Handling: Improved authentication process to ensure seamless connection with Planning Center

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New Features

• People Tabs: Added support for syncing custom tabs from Planning Center People, giving you access to all your custom data fields

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Performance & Reliability

• Data Storage: Improved data organization and storage efficiency for faster queries and better performance

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Performance & Reliability

• Enhanced Relationships: Improved how we store and retrieve related data across Calendar and Groups for more accurate reporting
• Documentation: Added comprehensive guides for better system understanding

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New Features

• Services Module: Added full support for Planning Center Services app data synchronization, including plans, teams, and schedules
• Archived Groups: Now syncing archived groups for complete historical data and reporting

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Bug Fixes

• Services Workflow: Fixed timing issues that could affect Services data synchronization

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New Features

• Integration Management: Added ability to disconnect integrations when you need to remove access

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Performance & Reliability

• Error Handling: Better error messages when Planning Center modules aren’t set up yet or access is denied
• Workflow Stability: Improved system reliability when multiple syncs happen simultaneously

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Performance & Reliability

• Network Resilience: Improved handling of large datasets and network issues with automatic retry logic
• Large Datasets: Enhanced timeout handling for churches with extensive registration data

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New Features

• Publishing Module: Added full support for Publishing app data synchronization, enabling churches to manage bulletins and content
• Registrations Module: Introduced comprehensive Registrations workflow for event and form management
• Manual Sync: Added ability to trigger data synchronization on-demand whenever you need fresh data

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Performance & Reliability

• Faster Sync: Significantly improved sync reliability for churches with large amounts of data
• Better Stability: Enhanced connection handling to ensure uninterrupted data synchronization
• Improved Search: Faster and more accurate filtering when working with your church data

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Bug Fixes

• Check-ins Locations: Resolved issue where some location information wasn’t displaying properly
• Name Fields: Fixed an issue that could affect how names are stored and displayed
• Sync Performance: Improved data synchronization speed by streamlining background processes

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System Improvements

• Faster Updates: Optimized how we retrieve data from Planning Center for better performance
• Documentation: Updated help resources with more accurate information

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Performance Improvements

• Faster Data Sync: Significantly improved synchronization speed for large datasets
• Check-ins Locations: Fixed an issue where location information wasn’t displaying correctly
• System Reliability: Enhanced overall platform stability and performance

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Documentation

• New Help Center: Launched comprehensive documentation site with improved navigation
• Getting Started Guide: Added step-by-step tutorials for new users

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Bug Fixes

• Large Dataset Handling: Resolved timeout issues when syncing large amounts of data
• Data Accuracy: Fixed an issue where some date fields were showing incorrect values
• Sync Reliability: Improved handling of data synchronization for better consistency

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Data Management

• People Data: Corrected an issue affecting people data synchronization
• Field Display: Fixed field configuration issues that affected how data was displayed
• Performance: Streamlined data processing for faster updates

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Reliability & Data Quality

• Data Validation: Improved validation to ensure data accuracy across all modules
• System Performance: Enhanced processing speed for better user experience
• Giving Data: Fixed an issue with donation data relationships

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New Features

• Groups Support: Added full support for Groups data synchronization
• People Lists: Introduced People Lists functionality for better organization
• Multi-Campus: Enhanced support for churches with multiple campuses

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Platform Enhancements

• Security: Improved data security with enhanced access controls
• Multi-Church Support: Better support for organizations managing multiple churches
• Performance: Faster data queries and improved response times

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Initial Release

• Planning Center Integration: Connect your Planning Center account to sync People, Giving, Calendar, and Check-ins data
• SQL Access: Query your church data directly using standard SQL
• BI Tool Support: Connect Power BI, Tableau, and other analytics tools
• Automatic Sync: Daily data synchronization keeps your information up-to-date