Zioan Changelog

## Feature release introducing Time & attendance — a complete working-time and leave management system — alongside company identity on generated documents. ### Time & Attendance (New Feature) **Track Your Working Time** - Record your working day as one or more presence blocks, so split shifts and long midday gaps are captured accurately rather than averaged away - Breaks are recorded explicitly and deducted from your net working time - Time logged against board tasks flows into your day automatically, with the option to exclude entries that do not belong there - Add non-task activities — meetings, research, training — directly to the day - Your month at a glance, with expected hours, recorded hours, and any day that needs attention flagged - Times are shown in your own 12- or 24-hour preference, and dates resolve in your own timezone **Absences and Leave** - Request leave and have it approved by your manager or HR, with the decision and any note sent straight to you - Half days are supported, including which half of the day is taken - Approved leave appears on your time sheet and reduces the hours expected of you, so a month with holiday in it no longer reads as under-worked - Leave balances show entitlement, carryover, days taken and days pending — for everyone, not only those with a manual override - Last year's unused leave is surfaced as a carryover suggestion, left as a decision rather than applied automatically - Approvers see the requester's remaining balance on the approval screen, for each year the request draws on **Overtime** - A running overtime balance derived from the days themselves, so correcting an old time sheet moves the figure as it should - Record an opening balance for employees who already carried hours before Zioan was installed - Payouts, corrections and year-end expiry are recorded as dated entries, so "where did my twelve hours go" has an answer - Warnings when an employee's configuration would make their overtime figure meaningless — no working-time schedule, or a schedule that disagrees with the contract ### Time & Attendance for HR **Configure Everything In-App** - Employee profiles, working-time schedules, absence types, leave balances and working-time rules are all managed inside Zioan — no Django admin access required - Effective-dated schedules keep historical calculations correct when a contract changes - Public holidays for countries worldwide, including regional and state variations, imported on demand - Company days off — an offsite, a Christmas closure — that apply to everyone - Book time for a group in one action, such as an all-hands or a training session, with a preview of exactly who it will cover and why anyone is excluded - An employee list that answers the questions people actually bring to it: leave remaining, requests awaiting a decision, days breaching the working-time rules, hours worked against expected this month - People recording time without an employment profile are surfaced, so nobody's hours go missing from payroll **Working-Time Records and Compliance** - Configurable working-time rules per country — maximum daily hours, mandatory breaks, minimum rest between days — with warnings on any day that breaches them - Print or export an employee's working-time record as a PDF or CSV, satisfying the statutory recording obligation - Monthly timesheet confirmation: an employee confirms their month, the employer countersigns, and the record is locked against further change - The confirmed document is frozen and stored with a checksum, so "show me what was agreed" answers with the exact document that was agreed, years later - Reopening a confirmed month supersedes rather than deletes, keeping what was confirmed at the time answerable - Payroll export for the whole company, generated in the background so a large export never blocks the interface ### Company Identity (New Feature) **Tell Zioan Who You Are** - A new Company tab in Application Settings holds the legal entity: registered name, address, commercial register, VAT ID, contact details and a logo - These details are printed as the issuer on generated documents, so a working-time record handed to an authority or produced in a dispute identifies who issued it - Entirely optional — an installation that configures none of it produces exactly the documents it produced before ### Calendar Improvements - Approved absences appear on your calendar, with half days labelled as such - Your own public holidays are shown, based on the country and region on your employment profile - Appointment booking respects leave and public holidays, so clients cannot book you on a day you are away ### Performance & Reliability - Company-wide HR screens run in a fixed number of database queries regardless of headcount, so a 200-person installation loads as quickly as a 20-person one - Holiday import rewritten to load in bulk, reducing a ten-year multi-region import from thousands of queries to a handful - Concurrency protection on working-time records: a second browser tab can no longer silently overwrite a save it never displayed - Rate limiting on the operations whose cost lands on shared resources — holiday imports, payroll exports and leave requests ### Security - Generated records — working-time PDFs, legal and payroll CSVs — are marked non-cacheable, so one person's working hours no longer persist in a browser or proxy cache - Stored payroll exports and confirmed timesheets are held outside the public media directory and served only through authenticated, permission-checked downloads - Company identity requires the user-management capability, above the level needed for the rest of the branding settings - Time logged against personal-space tasks is labelled as personal wherever HR and managers can see it ### Upgrade Notes - The payroll export now reports two figures: **Period balance** (hours worked minus expected over the exported range, the value the old *Overtime balance* column contained) and **Overtime balance** (the running balance, including opening balances and recorded payouts). Any external script that reads that export by column name should be checked. - Backups now include the private exports directory, so confirmed timesheet documents are captured alongside the database.

## Feature release adding Google Calendar integration and space file storage, alongside a major real-time reliability overhaul and a wave of chat and video-call refinements. ### Google Calendar Integration (New Feature) **Connect Your Google Calendar** - Connect Google Calendar so your Zioan events and appointments appear on your Google Calendar automatically - Appointment join links and event details are included on the synced Google entries - Google Calendar attendees are shown on your synced events inside Zioan - More accurate all-day events and consistent event times across timezones ### Space File Storage (New Feature) **Store and Organize Files Inside Your Spaces** - A dedicated file storage area in each space, with a built-in file browser - File versioning keeps a history of changes, and deleted files are recoverable - Managed from a new Storage & Cleanup tab in Application Settings ### File Manager Improvements - New sortable list view with columns and smoother loading - Move and duplicate folders to reorganize quickly - Download entire folders as a ZIP, and create shareable links to files and folders - Permission fixes for more reliable sharing and access ### Chat Improvements - Recently-used emojis now appear for quick reactions without searching every time - Reactions are shown in the thread summary in the main chat and update live as people react - Opening chat from the mobile bubble now uses a dedicated, full-screen page - More reliable file uploads in thread replies - Your in-progress message draft is preserved when switching tabs or reconnecting - Refined AI chat header to match the main chat for a more consistent experience ### Video & Audio Calls - New output volume control and microphone gain control, with a built-in microphone test - More reliable audio with fixes to microphone handling and mute-state consistency - Improved mobile call layout, including iOS Safari and camera-preview fixes ### Performance & Reliability **A Major Real-Time Reliability Overhaul** - Faster, smarter reconnection — chat, boards, and calendar recover automatically after network drops or server restarts, with no more endless reconnect loops - Messages and updates that arrive while you are briefly disconnected are caught up on reconnect - Reduced notification delays and more reliable unread counts that stay in sync across all your open tabs - More stable real-time delivery under load, with staff alerts if the messaging pipeline degrades - Smoother deploys that no longer briefly interrupt chat - General background-task and monitoring efficiency improvements ### Update Experience - Redesigned update progress stepper with a clearer, smoother flow and performance fixes

## Feature release introducing a full appointment scheduling system, major AI chat enhancements, and improved chat and calendar experiences. ### Appointments (New Feature) **Schedule and Manage Appointments Directly From Zioan** - Configure your availability with flexible time slots and let others book time with you - Add custom questions to your booking form to collect the information you need upfront - Automated email notifications keep everyone informed — booking confirmations, cancellations, and reminders - Reschedule or cancel appointments with full status tracking visible on your calendar - Video call links are generated automatically and expire after the appointment ends - Set configurable reminder intervals so no appointment is missed - Timezone-aware booking page automatically detects visitors' timezones for a smooth experience - Embeddable booking widget lets you add appointment scheduling to any external website ### AI Chat Improvements **A Smarter, More Interactive AI Assistant** - Live resource preview cards — documents, snippets, and tasks referenced by the AI now appear as clickable cards you can open directly - Mermaid diagram rendering — the AI can create flowcharts, sequence diagrams, and other diagrams directly in chat - Chart support — bar, line, and pie charts rendered inline from AI responses - Collapsible sections keep long AI responses organized and readable - Quick-reply suggestions after each AI response help you follow up faster - Actionable cards — create tasks and documents directly from AI suggestions with one click - Dynamic thinking indicators show AI reasoning progress in real-time ### Chat Improvements **Better References, History, and Mobile Experience** - Task references with autocomplete — type `#` to reference any task, with search suggestions and clickable links in your messages - Input history — recall and reuse previous messages using keyboard shortcuts - Improved mobile experience with better fullscreen chat layout and responsive design ### Calendar Improvements - Completion status indicators on calendar events show at a glance what's done - Reschedule and cancel badges on appointment events for clear status visibility - Appointment notifications integrated directly into the calendar view ### Performance & Reliability - Optimized database storage with automated retention policies for historical data - Improved background task efficiency for system monitoring - Reduced database growth over time through intelligent cleanup of stale records ### Security - Various security fixes and improvements across the platform ### Other Improvements - Refreshed user settings layout with improved tab navigation - Improved AI assistant help data for more accurate and helpful responses

## Feature release introducing AI Chat, Sentry integration, board custom fields, and major improvements to chat, video calls, and CRM. ### AI Chat (New Feature) **Chat With Your Claude Code Inside Zioan** - A built-in AI chat panel accessible from anywhere in your workspace - Attach documents, snippets, and other resources directly to your AI conversations - Upload files and images for the AI to analyze - AI responses are rendered with full markdown formatting - Powered by your connected Zioan Companion — no external services required ### Sentry Integration (New Feature) **Automatically Create Tasks From Sentry Alerts** - Connect your Sentry projects to any task board in Zioan - New Sentry issues automatically create tasks on your chosen board - Set default assignees so the right person is notified immediately - Copy Sentry event details to your clipboard for quick sharing ### Board Custom Fields (New Feature) **Add Custom Data to Your Tasks** - Create custom fields on any board to track the information that matters to you - Flexible field types let you capture structured data beyond the standard task fields - Custom field values are displayed directly on task cards for quick visibility ### CRM Improvements **Smoother Navigation and Better Filtering** - CRM now uses browser-style navigation — use your browser's back and forward buttons naturally - Filter contacts by any custom field for more targeted searches - New checkbox custom field type for simple yes/no tracking - CRM access can now be granted as a standalone permission ### Chat Improvements **Better Conversations, Easier File Sharing** - Improved message threading with quick navigation back to the original thread - Drag and drop files directly into any chat to share them instantly - Attach workspace resources (documents, snippets, tasks) to your messages - Better mention highlighting makes it easier to spot when you're mentioned - Markdown formatting now supported in task descriptions ### Video Call Improvements **A More Reliable Calling Experience** - Keep chatting during video calls — the chat stays open alongside your call - Connection quality indicator shows your call health in real-time - Camera effects (like background blur) now persist when you toggle your camera - Low microphone level warning helps you troubleshoot audio issues before others need to tell you - Joining a call from another tab automatically disconnects the previous session ### Zioan Companion **Simplified Setup and Management** - The Companion and MCP server are now bundled together — one install, one update - Updates are managed directly from within Zioan, no manual steps required - Improved reconnection handling after updates ### Other Improvements - Task drawers support browser back and forward navigation — closing a task returns you to where you were - Unread notification counts stay in sync across all your open browser tabs - Browser tab title animates when you have unread notifications, so you never miss a message - Improved online presence detection — your status updates more reliably when you come back online

##Feature release introducing the MCP Server for AI-powered workspace management, plus timezone support for the calendar. ### MCP Server (New Feature) Manage Your Workspace From Any AI Assistant - Full MCP (Model Context Protocol) server that connects Zioan to AI assistants like Claude Desktop - Manage your entire workspace through natural conversation. Create documents, update tasks, search content, and more - Installs as a lightweight Python package via pipx, connects securely to your Zioan instance with API tokens - Installations steps for your AI to self-install the MCP with minimal manual intervention Comprehensive Tool Coverage - Documents: create, read, update, search, and manage versions - Snippets: full CRUD with version history support - Boards: manage tasks, columns, and card assignments - Calendar: create and manage events - CRM: manage contacts, notes, and follow-ups - Chat: send messages and interact with channels - Folders & Spaces: navigate and organize your workspace - Notifications & Announcements: stay on top of updates - Personal Notes: quick note management - Users: look up team members and profiles - Attachments & Links: manage files and bookmarks Built-in Help System - Searchable help database covering all Zioan features with step-by-step guidance - AI assistants can look up how to use any Zioan feature on your behalf - Help content organized by category with role-based access information Self-Updating & Secure - Automatic version checking with update notifications - Heartbeat connection keeps sessions alive - Token-based authentication with optional SSL verification ### Notable Improvements Calendar Timezone Support - Set your preferred timezone in User Settings and all calendar events display in your local time - Events are stored in UTC and automatically converted for display, ensuring consistency across the system - Timezone setting persists with your user profile - works the same way on any device or browser Auto-Detect Timezone - One-click button to automatically detect your current timezone from your browser - Helpful when traveling or setting up for the first time - Manual selection also available with a searchable list of all standard timezones

## Major release introducing real-time audio and video calling directly within your workspace. ### Audio & Video Calls (New Feature) Talk Face-to-Face Without Leaving Your Workspace - Start audio or video calls directly from any channel or direct message - No external meeting links or third-party apps needed - Calls stay within your self-hosted environment for complete privacy Screen Sharing - Share your entire screen or a specific application window during calls - Perfect for presentations, demos, code reviews, or troubleshooting sessions - Other participants see your shared content in real-time See Who's Speaking - Visual indicators show who's currently talking - Participant tiles highlight when someone speaks - Easy to follow conversations even in larger group calls Flexible Video Layout - Click any participant to focus on them in a larger view - Automatic grid layout adjusts as participants join or leave - Works well whether you have 2 people or a full team meeting Easy-to-Use Controls - One-click mute/unmute for audio - Toggle your camera on or off instantly - Keyboard shortcuts for quick access (M for mute, V for video, F for fullscreen) - Leave the call anytime with a single click Call Notifications - See when someone starts a call in a channel you're part of - Join ongoing calls with one click from the notification banner - Know who started the call and when Works on Your Network - All media traffic stays on your own infrastructure - Supports TURN/STUN for reliable connections across different network setups - Designed for self-hosted deployments where data privacy matters ### Requirements Server-Side - Requires a mediasoup media server (included in Docker deployment) - TURN server recommended for users behind restrictive firewalls Browser Support - Works in modern browsers (Chrome, Firefox, Edge, Safari) - Requires camera/microphone permissions when joining calls ### Feature Toggle - Admins can enable or disable video calls from Application Settings - When disabled, call buttons are hidden throughout the application ### Chat Improvements Pinned Messages - Pin important messages in any channel or conversation for easy reference - Pinned messages appear in a dedicated section at the top of the chat - Perfect for keeping key information, announcements, or decisions visible to everyone Message Reminders - Set reminders on any message to be notified at a specific time - Choose from preset options or pick a custom date and time - Never forget to follow up on important conversations Message Editing - Edit your sent messages with a cleaner, dedicated editing interface - Changes are clearly tracked so team members know when messages were modified Mute Channels & Direct Messages - Mute specific channels or conversations to reduce notification noise - Stay focused on what matters most while still having access when you need it ### Notification Sound Improvements - Customizable Sound Preferences: Choose different notification sounds for direct messages and thread replies - Smarter Sound Handling: Notifications now work reliably across browser tabs without playing duplicate sounds - Quieter Experience: Fixed an issue where random beeps could occur; notifications are now silent until you actually receive one ### Customizable Branding (New Feature) Navbar Branding - Customize the application name or add your own logo in the navigation bar - Support for both text-based branding and custom logo images - Upload separate logos for light and dark themes for the best appearance in both modes - Find these options in Application Settings under "Branding & Compliance" Footer Branding - "Powered by Zioan" attribution appears on the login and home pages - Links to the Zioan website for visitors interested in the platform ### Other Improvements - Refreshed chat sidebar with cleaner design and better search - Improved mobile experience in chat, especially for threads and message navigation - Unread indicators now use subtle dots instead of count badges for a cleaner look - Better calendar and time picker when scheduling reminders

## Major release introducing AI-powered semantic search and cleaner, more shareable URLs. ### AI Assistant (New Feature) 🔒 Privacy-First Design - Your Data Stays on Your Server - All AI processing happens on your self-hosted server - No data is sent to external AI services or third parties - Complete control over your sensitive information - AI models run locally on the server using open-source technology Intelligent Search That Understands Meaning - Ask questions in natural language like "show me meeting notes from last week" - Understands the meaning of your query, not just keyword matching - Automatically detects what you're looking for (documents, code snippets, or tasks) - Recognizes time references (today, this week, last month) - Can search current versions or explore historical versions - Combines semantic understanding with keyword search for best results Easy to Use - Floating assistant panel accessible from any page - Simple keyboard shortcuts: Cmd/Ctrl+Shift+A to open, Esc to close - Navigate through your search history with arrow keys - Chat history saved automatically during your session - Admins can enable/disable the feature from Application Settings Technical Details - Server-side embedding generation using sentence-transformers (gte-small model) - PostgreSQL vector search with pgvector extension - Hybrid search combining semantic similarity and keyword matching - Background indexing via Celery tasks - Client-side query embedding generation in browser (optional WebGPU acceleration) ### Feature Flags (New Feature) - Accessible from Application Settings > Features - Admins can enable/disable major features from Application Settings - Toggle the following features: AI Assistant, Git integration, Announcements, and Snippets ### Home Page Layout Editor (New Feature) - Accessible from Application Settings > Page Layout - Drag-and-drop interface to customize the home page layout - Rearrange, show, or hide dashboard widgets ### Cleaner, Shareable URLs Code Snippets Now Have Clean URLs - Snippets now use simple, readable URLs just like documents - Example: `/snippets/my-django-setup/` instead of long folder/ID combinations - Easy to share and bookmark - Old URLs automatically redirect to the new format Link Directly to Specific Versions - Share exact versions of documents and snippets with colleagues - URLs like `/documents/project-plan/version/3/` take you directly to that version - Browser back/forward buttons work as expected when viewing different versions ### Improvements & Fixes - Fixed permission errors when deleting documents and snippets - Improved search result display with better use of screen space - Replaced basic popup dialogs with professional confirmation windows - Enhanced keyboard navigation throughout the application - Better error handling and result quality in searches

### Document & Snippet Viewer Improvements - Documents and snippets now display the published (versioned) content by default instead of draft content - Added Published version/Draft toggle when unversioned changes exist, making it clear what state you're viewing - Historical versions now open inline with a "Back to current" button instead of in a separate drawer - Added visual indicators when editing draft changes with a hint to use the Compare tool - Compare icon pulses briefly when entering edit mode with existing draft changes to draw attention - Copy to clipboard now respects the current view mode (copies published, draft, or specific version content) - Added real-time version creation notifications via WebSocket (other viewers get notified when a version is created)

## Major release with a completely redesigned CRM, a new document editor, and improved system reliability. ### CRM Overhaul - Redesigned contact management interface with a new client drawer for quick access to all contact details - Added custom fields to store any additional information - New email templates system for consistent client communication - Attachments and links can now be added directly to contact profiles - Improved timeline view with better navigation to notes and follow-ups - Advanced filtering and pagination for managing large contact lists - Upcoming events and follow-ups widgets for quick overview of scheduled activities ### New Document Editor - Replaced the previous editor with a faster, more reliable one - New text formatting options: font sizes, text colors, and text highlighting - Tables now support cell background colors - Page breaks for better document structure - Improved version comparison with side-by-side diff highlighting ### Code Snippets - Snippets can now exist at the root level (without requiring a folder) - Enhanced version history with better comparison tools ### Reliability Improvements - Fixed an issue where document editing sessions would disconnect after 5 minutes of inactivity - Improved system stability under heavy load - Better handling of simultaneous edits to prevent data conflicts ### User Management - Simplified permission system with clearer role definitions - User and guest accounts can now be created directly from Application Settings - Streamlined member management within spaces ### Other Improvements - Better mobile experience across the application - Improved spaces list with sorting and filtering options - Faster page loading through various optimizations - Enhanced security across all features

## Major Features - Implemented personal notes reminders with notification support and offline email alerts - Unified role management and user assignment UI for streamlined access control ## Performance & Reliability - Database indexing improvements for reduce notification delivery time (from 5 minutes to 1 minute) - Improved security with enhanced CSP and SSL ## UI/UX Improvements - Major UI improvements across the app with focus on documents and snippets experience - Enhanced mobile responsiveness across various pages - Inter font is now the default across the app (replaces system fonts for consistent cross-platform appearance) - Dark theme is now the default for new installations and new users - Improved 12/24 hour time format handling throughout the app ## Workflow Enhancements - Simplified Git integration in spaces - Guest registration is now disabled by default for new installations ## Temporary Changes - Contextual help temporarily disabled while we improve it; previous help sections remain accessible via main search

- sound notifications - time format settings now implemented for all modules - chat channels sidebar improved with filters - Today's Events in homepage (calendar) - calendar and related functionality with notification integration - global document tree search for space tree, document, and folder