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00 — CHANGELOG

What's new.

Weekly releases. Monthly product themes. Public roadmap. The fastest way to know what changed in Optimus AI — and a signal that the platform is improving every week, not every quarter.

0

Production ships since May · measured in commits, not promises

01 — THE LEDGER

Every ship, dated.

29 entries, newest first. Each one went to production on the date beside it.

  1. Jul 2026
    1. 029

      feature

      The labor engine: every product knows its hours

      Products now carry their real labor shape — type, decimal hours, install phase, billable flag — instead of one flattened number. 2,954 labor line-items across 2,908 catalog products, so a quote prices the install the way your senior estimator would.

      • Labor, programming, and pre-wire tracked as separate types
      • Rough-in / trim / finish phases split out per item
      • Every quote line seeds honest labor hours the moment it's added
    2. 028

      feature

      Wire management becomes a live deliverable

      Port-level signal flow on every product, real connections on every quote line — and an install layer that turns the static connection summary into a working document. Every wire runs a four-rung ladder: pending → pulled → terminated → tested.

      • Per-room progress with who/when stamped on each rung
      • Pull-sheet CSV carries live install status
      • Interconnect schematic drawings generated from the data
    3. 027

      improvement

      Saved views become a team asset

      Filters, sorts, and layouts you save can now be published to your team or a role — with owner attribution and a personal default that never stomps a rep's in-flight work. Nine surfaces, one shared control. A 24-agent adversarial review ran before this shipped; every confirmed finding was fixed in the same release.

      • Team / role visibility behind a publish permission
      • Per-user column order + a /me screen that owns "how I work"
      • Legacy view data archived, not deleted — rollback survives
    4. 026

      infra

      Closing certification: 397 routes measured, not asserted

      Every static production route loaded signed-in at full auth assurance and measured against live production — plus a static audit of all 922 client components for the crash shapes that slip past type checks. Zero deterministic failures. When a mid-run network drop hit route 248, we disclosed it and re-swept all 94 affected routes.

      • Mobile certification + cross-surface uniformity certification alongside
      • Two sweep failures were disproved, not reported — both false alarms
      • Feature inventory built from the code tree, not from completion reports
    5. 025

      feature

      The customer's live window on their own job

      The portal used to go quiet the moment the contract signed. Now the client sees the phase they're in, in plain English — "wire is being pulled through the walls before they close up" — plus what happened this week, when the crew returns, and which decisions are waiting on them.

      • Living System Twin: every piece of installed gear, by room, with warranty runway
      • Publishes deliberately less than the staff view — no serials, no network identity
      • Nothing reaches the customer unreviewed; a PM publishes each update
    6. 024

      AI

      The proposal learns to close

      Presenter mode for the kitchen-table close. One-click revise & re-issue when the client asks for a change. Engagement analytics that show which chapter they lingered on. And an AI concierge on the proposal itself — the client asks questions at 9pm and gets answers grounded in their actual quote.

      • Ownership plan offered at signing — service plans attach at the emotional peak
      • Template intelligence: which proposal format actually wins
      • First-view alert tells the rep the moment it's opened — scanners filtered out
    7. 023

      infra

      Migration gets a fidelity auditor

      Row counts can be green while fields are quietly wrong. The importer now runs field-level comparisons — 226,938 of them on the first production pass — between your legacy account, the imported payload, and the live record. 377 silent defects corrected, with zero writes to the legacy system and manual corrections never overwritten.

      • Three-way compare: expected vs. imported vs. actual
      • Caught $0 service contracts, undated POs, stale dealer costs
      • Independent reconciliation verifier confirms nothing was left behind
    8. 022

      feature

      Recurring revenue on AutoPay

      Service agreements now bill themselves, end to end. Invoices auto-issue on schedule, a three-step dunning ladder handles the slow payers, and customers enroll in AutoPay on Stripe's own consent surface — then the charge happens off-session, on time, every month.

      • Claim-first ledger — concurrent runs can never double-send
      • Failed charges retried max 3 times, spaced 3+ days, before a human hears about it
      • Terms auto-renew with compounding escalations; stale agreements stop billing
    9. 021

      feature

      The signing room

      Accepting a six-figure proposal is now a deliberate act, not a checkbox. A press-and-hold signature ceremony with typed-name script ink and a sealed medal at the moment of acceptance — after a cinematic, room-by-room presentation the client opens as their first touch.

      • Good-better-best tiers + client-selectable option toggles
      • Terms gate before signature; quote expiration enforced
      • Deposit paid in the same sitting auto-creates the project
    10. 020

      infra

      Go-live certification: 2,841 controls

      A portal-wide audit drove 2,841 controls across 24 product families — including the customer portal walked as a customer. 69 distinct findings, every one fixed and adversarially re-verified on live production. Certification means two consecutive clean passes, not one lucky run.

      • Both P0 classes proven fixed with real production writes
      • Geometry certified at three viewports across 25 core surfaces
      • The audit record discloses what broke — including the finding counts
    11. 019

      feature

      Eighteen design tools, certified

      The design suite grew into a full engineering bench: theater acoustics, rack elevation with power and heat, photometric lighting with beam cones, a self-balancing electrical panel, network design with PoE and conduit-fill checks, one-click IP plans, printable faceplates. 994 controls certified across the suite, two consecutive clean passes.

      • Shared editor chassis: undo, autosave, ⌘K across every tool
      • Branded exports with designer sign-off built in
      • Outdoor lighting + audio designers with a day-long sun scan
    12. 018

      AI

      The agent fleet: see, think, act

      Optimus agents graduated from suggestions to supervised action. A signal pipeline watches your live data, a judge proposes the move, and execute-on-approve does it — org-clamped, so a hallucinated ID can never touch another shop's data. The approve button shows the real outcome. Never a false green.

      • Named agents: renewal autopilot, replenishment radar, PM dispatcher
      • Money and customer messages always wait for a human
      • Autonomy console: per-signal governance, off by default
    13. 017

      improvement

      Command Home + the War Room

      The front page became a 24-widget command surface with role defaults and instant reorder — and the ops control panel now renders a single diagnostic verdict (NOMINAL / DEGRADED / EMERGENCY) derived from the same data as the details, so the word and the numbers can never disagree.

      • Every dashboard number is a door — click through to the records behind it
      • One search box that finds anything you own
      • Health dots are absent when unknown — never a fabricated green
    14. 016

      feature

      SMS clears carrier registration

      Customer texting is live on registered A2P 10DLC — the compliance regime carriers actually enforce. Per-shop numbers, delivery ledger, magic-link sign-in for the customer portal by text, and an SMS agent for your staff with schedule and account lookups.

      • Compliance gates + audit retention built into every send
      • Daily cost cap tracks real model + carrier spend
      • Appointment confirmations that customers actually answer
    15. 015

      feature

      Hiring, signed and filed — without leaving the portal

      Offer letters and employment agreements generate on branded letterhead, route for e-signature with auto-placed tabs, track through signing, and file themselves on the employee record. Twelve attorney-approved contract templates ship alongside, editable per-send or at the template.

      • Handbook acknowledgments: store → send → track → file
      • Forward-only status transitions — a signed envelope can't regress
      • Time approvals clear field hours before they hit job cost
  2. Jun 2026
    1. 014

      feature

      Native iOS field app

      A real Swift app, not a webview. Offline-first writes that survive dead basements, background sync that drains the outbox while the app is closed, a clocked-in Live Activity on the lock screen, and an AI serial scan that logs equipment from a photo.

      • GPS punch clock with a continuous shift trail
      • Face ID app-lock + deep links into jobs
      • Proactive-service board: customers at risk, surfaced to the field
    2. 013

      infra

      Type errors now fail the deploy

      The quality ratchet tightened: a type error blocks the build, a dead link blocks the merge, and a static authorization gate runs in CI. A sandboxed tenant exercises real create/save/delete flows against every surface before code ships.

      • Dead-link gate walks every href against the route tree
      • Mutation crawler tests writes safely in a sandbox tenant
      • Data-integrity packs + live security probes on a schedule
  3. May 2026
    1. 012

      feature

      Optimus AI elite redesign + brand system v1.0

      Full marquee marketing site lands at opsv5. Eleven coordinated pages including the deep product tour with twelve production-fidelity mockups. BRAND-SYSTEM.md + BUSINESS-PLAN.md authored as canonical sources.

      • Homepage redesign with shimmer-italic hero accent
      • 12 mockups: Dashboard, Dispatch, Optimus chat, Proposal, Mobile, Network, Analytics, CRM, Timelines, Smart home, Surveillance, Enterprise
      • Dedicated pages: /product, /pricing, /enterprise, /residential, /commercial, /customers, /about, /investors, /security, /support, /careers, /changelog
    2. 011

      improvement

      the legacy cloud platform migration improvements

      Migration importer now handles the legacy cloud platform's nested catalog hierarchies and per-organization custom fields without manual mapping. Median time-to-live drops from 72 h to 48 h.

      • Auto-detects catalog hierarchy depth (1–4 levels)
      • Maps the legacy platform custom fields to Optimus extension fields
      • Reconciliation report at end of import with deltas highlighted
    3. 010

      AI

      Optimus chat: structured-output mode

      Optimus chat can now return structured payloads inline — schedules, BOMs, contact lists — that auto-format as cards with one-tap action buttons. No more copy-paste from the chat into a form.

      • Schedule cards open the dispatch board pre-filtered
      • BOM cards offer 'Add to quote' / 'Add to PO' actions
      • Customer contact cards link to the full record
  4. Apr 2026
    1. 009

      feature

      Mobile field app — offline mode GA

      iOS + Android field app now operates fully offline. Tech check-ins, photos, signatures, parts pulled, work-order updates all queue locally and reconcile when reconnected. Built for actual job sites where Wi-Fi is theoretical.

      • 100% feature parity offline vs online
      • Background sync with conflict resolution
      • GPS-tagged check-in works offline (queued)
    2. 008

      feature

      Network topology designer

      Drag-drop topology editor with PoE budget calculator, AP coverage maps, and VLAN planning. Generates AutoCAD-importable drawings + as-built docs on commissioning sign-off.

      • Devices snap to grid · auto-route connections
      • PoE budget validates against device PoE class
      • Per-VLAN IP-space allocation with overlap detection
    3. 007

      feature

      Change orders with conditional approvals

      Multi-level approval routing now supports conditional rules — over $X to GM, over $Y to owner, schedule changes routed differently than money changes. Configured in plain English; Optimus translates to the rule engine.

      • If/then rules: 'If CO > $5k AND adds days, route to GM + Customer'
      • Email + SMS notifications per role
      • Audit trail tied to the project record
    4. 006

      improvement

      Performance: 40% faster proposal generation

      Optimus's proposal-drafting pipeline got a major optimization pass. P50 now 12 s (down from 19 s) for a 200-line residential proposal; P95 down to 28 s.

      • Parallelized catalog look-ups during draft
      • Cached margin policy resolution per shop
      • Optimus model swap to Claude Sonnet 4.5 for drafting (Opus reserved for novel scopes)
  5. Mar 2026
    1. 005

      infra

      SOC 2 Type II audit complete

      Optimus AI completed its first SOC 2 Type II audit (Bishop Fox + Drata). Report available under NDA to Enterprise customers and prospects in active diligence.

      • Annual recertification cadence
      • Quarterly penetration testing
      • Public subprocessor list maintained at /security
    2. 004

      feature

      Customer portal: photo journal

      Homeowner portal now includes a photo journal — every install photo, every commissioning shot, every service-visit photo from Year 1 onward lives on the customer's record. Auto-organized by date + phase.

      • Tech uploads from mobile flow directly to the journal
      • Customer can download originals (TIFF/RAW supported)
      • Date filtering + AI-generated captions
    3. 003

      feature

      Multi-location consolidation (Enterprise)

      Enterprise tier now supports federated multi-location consolidation. Network-wide KPIs, per-location P&L, cross-location tech sharing. The first deployment: Apex Custom's 4-location rollout.

      • One shared catalog, location-specific pricing
      • Cross-location dispatch suggestions from Optimus
      • CFO-level P&L view with location drill-down
    4. 002

      AI

      Optimus chat — opening beta

      The Optimus AI chat surface goes from internal-only to public beta. Plain-English commands across live data — quotes, inventory, schedules, jobs. Built on Anthropic Claude with OpenAI failover.

      • ⌘K invocation from anywhere in the product
      • Tool calling for read + write operations
      • Confirmation required for irreversible actions
  6. Feb 2026
    1. 001

      feature

      Optimus AI early access opens

      Optimus AI splits from internal IntegrateIT tooling into a standalone product. First external alpha shop onboarded. Pilot cohort capped at 80 shops over the following 90 days.

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