GOAT UI
  • Multi-Company Support Added to Company Overview
    (Enhancement)
    : Updated the Company Overview UI to support Direct/Datahub users with access to multiple companies.
  • New Company and Study Creation Added
    (Enhancement)
    : Added a + Create flow to the redesigned All Studies page, allowing Direct/Datahub users to create new companies and studies directly from the application.
  • Business Component Allocations Table Updated
    (Enhancement):
    Updated the Business Component Allocations table UI to improve the overall table experience and align with the latest design.
  • Full-Screen Table View Added
    (Enhancement):
    Added a Full-Screen view for Wages, Expenses, and Allocations tables, allowing users to hide the workspace navigation and use more screen space when working with large tables.
  • Florida R&D Credit Eligibility Restrictions Added
    (Enhancement):
    Updated Florida State Credit eligibility to validate filing status, C-Corporation entity type, Qualified Target Industry certification, and completion of the annual March application process.
BUGS
  • Expense Data Loss When Hiding Year Columns Fixed
    (Bug Fix):
    Fixed an issue where hiding a year column through Edit Columns could permanently delete that year’s Expense data after saving another row.
  • Documentation Export Behavior Fixed
    (Bug Fix)
    : Fixed an issue where exported PDFs included Documentation content while the Documentation section was still In Progress.
Admin Panel
  • Regular Credit Suppressed for Incomplete Base Year Data
    (Enhancement)
    : Updated the Federal Regular Credit calculation and display logic to prevent Regular Credit from being surfaced when required Base Year data is insufficient to calculate the Fixed Base Percentage.
  • Wages and Expenses Change History Improved
    (Enhancement):
    Updated Financial Data History to identify the specific Wage or Expense record affected by each change and preserve record names for deleted entries.
  • Prior-Year QRE Differences Highlighted
    (Enhancement):
    Added visual indicators in Qualified Expenses by Study when prior-year QRE values for Wages, Supplies, Computing, or Subcontractors differ from the values stored in the corresponding prior-year study.
  • Billing Notes Synced to Airtable
    (Enhancement):
    Added support for pushing Billing Notes from the Admin Panel to Airtable.
  • Billing Note Save Issue Fixed
    (Bug Fix):
    Fixed an issue preventing Billing Notes from being successfully saved in the Admin Panel.
Backend & Infrastructure
  • Controlled Group Data Model Added
    (Enhancement):
    Added the Controlled Group data model to support the underlying structure required for Controlled Group functionality.
  • Heroku Dyno Restart Alerting Improved
    (Enhancement):
    Improved alerting for Heroku dyno restarts to provide better visibility into restart events and potential system issues.