January 2026 Release Notes

Add company-level dataset metrics endpoint for ShareWillow

Add soft delete for DatasetMetricConfig

Add column change validation for third-party data sources

Add export CSV button to metric preview tables

Update scraper for FieldPulse UI changes

Preserve column order in datasets from third-party sources

Add company scoping to ShareWillow API endpoints

Add direct DatasetMetricConfig to ShareWillow mapping via public ID

Sync Google Sheet metric data properly to ShareWillow

Add configurable week start day for weekly data sources

Handle nil current_period in available_periods endpoint

Sync all ShareWillow metric configs independently

Fetch all companies with pagination and cache

Add email integration for data sources

Add automatic PR labeling based on commit convention

Add animated System Health bar to datasets page

Add Tech Pay by Job Split ShareWillow report

Add HousecallPro as a dataset integration

Add Service Fusion dataset integration

Resolve syncDateColumn validation error for period_dates mode

Add progress formatter to show RSpec failures in CI

Metrics hub frontend

Metrics hub ShareWillow backend routes

Feature flag integrated metric sync button

Add direct reference to metrics on thresholds

Allow custom dates and "this week" on dashboard

Reorder the left nav bar

Update KPI values in backoffice

Auto approve backfilled distributions in backoffice

Fix top performers query strings sometimes failing after metrics backend changes

Prevent re-syncing metrics until 2 minutes after sync completion

Fail silently when fetching datasets on admin load

Fix synced ServiceTitan metric with threshold showing as blank on review distribution

Fix threshold markets showing on other parts of dashboard

Remove sharewillow_company_id from employee mappings query

Handle errors in daily sync job without blocking other data sources

Remove 50 character limit on dataset name

Use correct period date keys from ShareWillow API

Support finding metric by URL path id or integration_hub_public_id

Use metric_id instead of integration_hub_public_id for ShareWillow

Fix bulk review distributions

Fix duplicating plan defaults to disabled if editing name of copy

Fix background color on tier commission header

Fix table taking entire page even if only one plan

Update log out icon to match others in menu

Put tables in a container

Make table rows thinner

Tighten up form input fields

Make page header font thinner

Capitalize monthly distribution month in banner

Fix negative formatting for currency

New performance tab showing KPIs and metrics at the plan level for admins

CSV download

Soft delete

Manual metric value updates

New onboarding flow

Display qualifier KPIs (metrics that affect other KPI payouts) in the performance tab

Home page tweaks

Tables default to 25 rows

Allow creating plans for previous year

Fix leaderboard ranking with $0 payouts

Fix custom thresholds with dollar type

Fix qualifier editing on published plans

Default weekly metrics to current quarter

Allow editing manual metrics during current period

Expand metric tables beyond 10 rows

KPI table improvements on the plan summary page

Remove onboarding banner on demo companies

Update banner copy

Implement token refresh (no more auto-logouts after 2 hours)

Settings page updates

Department badges on people page

Logout icon sizing consistency

Fix plan incorrectly showing as draft after publish redirect

Change default sort for dataset rows to use date columns

Google Sheets employee auto-matching and sync improvements

Determine employee column by SQL structure, not user intent

Optimize DatasetSerializer N+1 queries and memory usage

Allow decimals on manual metric updates and threshold actuals

Fix numerical metrics rounding to show decimal values

Prevent duplicate data sources with same integration and report_id

Add KeyNormalizer for consistent snake_case column keys

Fix currency format selection for Flat Rate, Tiers, and Prorate KPI rule types

Make all signups non-demo by default

Auto-open onboarding wizard on sign in until completed

Fix manual metric update issue for plans with mixed ST and manual metrics

Include sharewillow_company_id in single company integration fetch

Metric name click opens MetricCard accordion instead of edit panel

Hide data_source_id from external API responses

Use compact_blank to ignore empty syncDateColumn in validator

Validate metric type compatibility when linking DatasetMetricConfig

Update integrations metric endpoint to allow IH back-fill threshold data

Fix plan flow not persisting thresholds

Remove Slack release notification workflow

Remove hardcoded Employee column requirement for Google Sheets

Convert HCP Jobs total_amount from cents to dollars

Skip column validation when no data is returned

Lookup DataSource by report_id instead of name

Enforce created_at as replace_window_column for HCP data sources

Consolidate Employees tab API calls into single endpoint

Upload via CSV broken into steps

Add tenant ID step to onboarding flow

Send Slack notification when user submits tenant ID

Clear leaderboard cache after IH uploads snapshots

Remove ranking from plan-level leaderboards, add sort by column

Add server-side pagination to plans page

Audit data on dataset metrics

Fix stale data from Rails cache

Company settings form doesn't show current value of week start day

Metric hub fix week start day hardcoded to Sunday

Enable clear data even after sharing

Only clear rule form when changing metric if incompatible type

Fix duplicate auth calls on page load

Add XLSX support as separate integration type

Add equipment_cost and po_cost columns to tech split report

Add metrics health bar and sync status to MetricsTab

Add View SQL toggle to DataSourceInfoCard

Add timezone support to ServiceTitan customers

Add employee mapping support for file uploads (manual_csv/xlsx)

Stop silently swallowing ShareWillow API errors in metric sync

Normalize text date formats to ISO for reliable dedup

Preserve Google Sheets API error details in re-raised exceptions

Infer column types for computed columns to fix numeric sorting

Reduce Heroku slug size below 500M limit

Move dev-only gems out of production bundle to reduce slug size

Eliminate N+1 queries on datasets index endpoint