# What's New — v5 (Configure Everything: Company, Currency, Payments, Full Editing)

*Shipped July 20, 2026 (overnight batch). Follows doc 25. Goal: close the "Setup should configure everything" gap and match editing workflows from established tools (Jira/Linear task editing, Clio/Housecall Pro payment & firm settings).*

## 1. Company settings — editable any time

**Setup → Company**: rename the company/firm and change the business type after onboarding. Previously these were only settable in the first-run wizard — a gap no established app has.

## 2. Currency

**Setup → Currency**: USD, EUR, GBP, CAD, AUD, or HKD. Every rate, budget, invoice amount, and dashboard figure across the app follows the chosen symbol immediately.

## 3. Payments — connected to invoicing

**Setup → Payments** configures the payment methods documented in the product (Card, ACH, Zelle, Venmo, PayPal, Check): toggle which ones the business accepts, enter payout details per method (Zelle email, PayPal link, @venmo handle, ACH instructions, check payable-to), and pick default terms (Due on receipt / Net 15 / Net 30). New invoices now default to the accepted methods, print the payout details for each accepted method, and show the terms — the Invoices screen's method chips still allow per-invoice overrides.

## 4. Full team member editing

**Setup → Team**: tapping a member's rate now opens a full editor — name, hourly rate, and role (Worker / Manager / Admin) — not just the rate. Admin's own role stays locked (a workspace always keeps its admin).

## 5. Task editing parity with established trackers

On any task's detail screen you can now also: **edit the estimate** after creation (tap the "estimated ✎" line — this was board ticket #6), and **reassign the task** to any team member (Assignee card with one-tap chips; billing value follows the new assignee's rate for future logged time). Combined with v4's rename + complete, tasks are now fully editable after creation, like Jira/Linear/Asana.

## Under the hood

`AppState.payments` (enabled methods, per-method details, terms), `AppState.currency`, currency-aware `fmt$` via a module-level symbol registry (same pattern as the roster registry), generic `updateItem()` for estimate/assignee edits, and `updateCompany()`. All normalized defensively in `repo.ts`; old workspaces get USD + all methods enabled, so nothing changes until you configure it.

## 6. Budgeting & planning (added same night)

For people who plan and budget, two additions modeled on Asana Workload and Clio budget tracking:

**Dashboard → Team workload** — planned hours remaining per member (estimate − logged on open tasks), sorted busiest-first, with an amber bar when someone has more than 24h queued. Every role sees it (it's hours, not money), and it pairs with task reassignment: spot the overload, open a task, tap a new assignee.

**Billing → Budgets, planned vs actual** — a "Budget remaining" summary tile (total used vs total planned), and each budget row now shows the remaining amount (or the amount OVER, in red) alongside the % bar. Budgets now come from one place: the project's budget in Setup → Projects wins over the legacy per-client number, so editing a project updates the whole budgeting view.

## 7. QA hardening (10-workflow test pass)

Ten end-to-end workflows — from a completely empty account through full project budgeting, for solo consultant, agency, contractor, and law-firm businesses — now run against every build (onboarding, first task, timers, assign/accept/start/reassign, column reconfiguration, project deadlines & reminders, currency + budget burn, invoicing with payment config through paid, role visibility, and legal-pack installment invoicing). Final result: 65/65 checks green. Real gaps the pass caught and fixed: budget ALERTS on the dashboard ignored project budgets (only legacy client budgets fired alerts) — now unified with Billing via one shared source of truth; the role stored behind every "Worker" picker displayed as "Member" in chips — now labeled Worker everywhere; the setup wizard still said "More →" in three notes; and the Setup screen leaked member rates and the Payments card to Worker viewers — now hidden.