What’s new in Irwin

Improvements

• Remove Auth0 and use PingFederate OIDC as sole auth provider in irwin-fe

Bug Fixes

• Restore HubSpot contact identification

Improvements

• Enable sorting on Turnover and %Turnover in Current Holders
• Replace the two AI side panels with one iris panel for every user
• Settle the iris chat on Stop instead of waiting for the backend
• Remove HubSpot analytics tracking in favour of Pendo

Features

• Turn on the activist alert delivery planner cron
• Add Reply-To, attachments and message stream to notification emails

Bug Fixes

• Title Case short shouted words in titles and created organizations

Improvements

• Replace AMS in V1::PlatformPeopleController with explicit JSON:API rendering
• Enable 102 low-offense RuboCop cops and fix existing offenses
• Replace AMS in V1::PlatformOrganizationsController
• Set updated_at when only securities or internal attendees change
• Replace AMS in V1::CustomContactsController with explicit JSON
• Set updated_at on calendar participant and colleague delete write paths
• Stop writing customer_affiliations from activity and calendar paths
• Add turnover and turnover_percentage sorts to Current Holders
• Stop writing customer_affiliations from contact, tag and merge paths
• Drop the customer_people triggers, associated() and canonical view

Improvements

• Combine IQ web visitors and activist alerts into one notifications section
• Trace Kong/LIMA API calls in Datadog RUM
• Remove custom reporting tearsheets feature flags

Features

• Auto-create colleagues for customer users on inbound items

Improvements

• Replace GiST with GIN on platform_people full-name trigram index
• Apply Cop of the Week votes #70, #71, #72, #74, #75 and #77
• Replace AMS in V1::CustomInstitutionsController with plain JSON
• Replace AMS in V1::Calendar::ActivitiesController#update with plain JSON
• Match itinerary attendees across the resolved organization's siblings
• Remove the unused CustomerPerson model
• Point activist alert Learn more link at the published Help Center article
• Remove irwin-agent backend and route all agentic conversations to iris
• Replace AMS in V1::ActivitiesController with shared Activity and CustomAddress POROs

General

• Drop two unused GiST indexes
• Fix rich text instruction bar seams and keep typed blank lines

Features

• Add beta branding to the conversational Irwin AI experience
• Add Send to Irwin Assistant to the New entities review modal
• Send rich_text for itinerary notes behind the tearsheets-rich-text flag
• Mark inactive profiles in activities, tasks, itineraries, campaigns and Pulse
• Mark inactive organization profiles
• Mark inactive person profiles

Bug Fixes

• Show rejected AI request reasons and treat dash placeholders as empty

Improvements

• Apply Irwin AI design review updates

Features

• Add message_stream column to notification_templates

Improvements

• Detach activities explicitly when an activity event is deleted
• Remove deprecated customer_id path route for upload instructions
• Queue the next iris turn behind a stopped one

Features

• Re-apply auto-creating colleagues from customer domains on inbound items
• Add inactive status and last known organization to people

Bug Fixes

• Retry transient Postmark 429 and 5xx errors

General

• Add migration for telemetry.heartbeat

Improvements

• Update Irwin AI entry points for discoverability
• Remove the unused itinerary flag from activity event options
• Remove exclude-email-activity-reports feature flag

Features

• Render activity descriptions as rich text in tearsheets when requested
• Set enabled_at when a notification subscription is created or turned back on

Bug Fixes

• Fix conversation sync to handle AgentCore event expiry
• Exclude archived itineraries from activity metadata

Improvements

• Set updated_at on Activity soft delete and bulk event move
• Replace AMS in V1::TaggingsController with shared TaggingSerializer PORO
• Title Case itinerary and meeting titles from uploads
• Replace AMS in V1::ActivityEventsController with plain JSON
• Replace AMS in V1::TagsController with a shared TagSerializer PORO
• Replace AMS in V1::ContactImportsController with plain JSON
• Add index on notification subscriptions by user, customer and notification
• Replace AMS in V1::UserSettingsController#update with plain JSON
• Replace AMS in V1::NotesController with plain JSON
• Detach 12 V2 serializers from AMS ApplicationSerializer
• Remove unused V1 AMS serializers

General

• Merge release-2026-11-04_20-23 back into master
• Add enabled_at to notification subscriptions