https://changelog.getirwin.com/ 2026-11-13T14:51:00.000Z https://changelog.getirwin.com/irwin-fe/release-2026-11-13_14-40.html 2026-11-13T14:51:00.000Z Irwin <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Remove Auth0 and use PingFederate OIDC as sole auth provider in irwin-fe</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-11-12_18-57.html 2026-11-12T19:10:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Restore HubSpot contact identification</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Enable sorting on Turnover and %Turnover in Current Holders</li> <li>Replace the two AI side panels with one iris panel for every user</li> <li>Settle the iris chat on Stop instead of waiting for the backend</li> <li>Remove HubSpot analytics tracking in favour of Pendo</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-11-12_18-18.html 2026-11-12T18:31:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Turn on the activist alert delivery planner cron</li> <li>Add Reply-To, attachments and message stream to notification emails</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Title Case short shouted words in titles and created organizations</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Replace AMS in V1::PlatformPeopleController with explicit JSON:API rendering</li> <li>Enable 102 low-offense RuboCop cops and fix existing offenses</li> <li>Replace AMS in V1::PlatformOrganizationsController</li> <li>Set updated_at when only securities or internal attendees change</li> <li>Replace AMS in V1::CustomContactsController with explicit JSON</li> <li>Set updated_at on calendar participant and colleague delete write paths</li> <li>Stop writing customer_affiliations from activity and calendar paths</li> <li>Add turnover and turnover_percentage sorts to Current Holders</li> <li>Stop writing customer_affiliations from contact, tag and merge paths</li> <li>Drop the customer_people triggers, associated() and canonical view</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-11-11_17-40.html 2026-11-11T17:55:00.000Z Irwin <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Combine IQ web visitors and activist alerts into one notifications section</li> <li>Trace Kong/LIMA API calls in Datadog RUM</li> <li>Remove custom reporting tearsheets feature flags</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-11-11_17-07.html 2026-11-11T17:21:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Auto-create colleagues for customer users on inbound items</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Replace GiST with GIN on platform_people full-name trigram index</li> <li>Apply Cop of the Week votes #70, #71, #72, #74, #75 and #77</li> <li>Replace AMS in V1::CustomInstitutionsController with plain JSON</li> <li>Replace AMS in V1::Calendar::ActivitiesController#update with plain JSON</li> <li>Match itinerary attendees across the resolved organization's siblings</li> <li>Remove the unused CustomerPerson model</li> <li>Point activist alert Learn more link at the published Help Center article</li> <li>Remove irwin-agent backend and route all agentic conversations to iris</li> <li>Replace AMS in V1::ActivitiesController with shared Activity and CustomAddress POROs</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Drop two unused GiST indexes</li> <li>Fix rich text instruction bar seams and keep typed blank lines</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-11-10_16-31.html 2026-11-10T16:47:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add beta branding to the conversational Irwin AI experience</li> <li>Add Send to Irwin Assistant to the New entities review modal</li> <li>Send rich_text for itinerary notes behind the tearsheets-rich-text flag</li> <li>Mark inactive profiles in activities, tasks, itineraries, campaigns and Pulse</li> <li>Mark inactive organization profiles</li> <li>Mark inactive person profiles</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Show rejected AI request reasons and treat dash placeholders as empty</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Apply Irwin AI design review updates</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-11-10_15-20.html 2026-11-10T15:35:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add message_stream column to notification_templates</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Detach activities explicitly when an activity event is deleted</li> <li>Remove deprecated customer_id path route for upload instructions</li> <li>Queue the next iris turn behind a stopped one</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-11-09_15-07.html 2026-11-09T15:19:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Re-apply auto-creating colleagues from customer domains on inbound items</li> <li>Add inactive status and last known organization to people</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Retry transient Postmark 429 and 5xx errors</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Add migration for telemetry.heartbeat</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-11-06_15-20.html 2026-11-06T15:31:00.000Z Irwin <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Update Irwin AI entry points for discoverability</li> <li>Remove the unused itinerary flag from activity event options</li> <li>Remove exclude-email-activity-reports feature flag</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-11-06_15-14.html 2026-11-06T15:29:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Render activity descriptions as rich text in tearsheets when requested</li> <li>Set enabled_at when a notification subscription is created or turned back on</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fix conversation sync to handle AgentCore event expiry</li> <li>Exclude archived itineraries from activity metadata</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Set updated_at on Activity soft delete and bulk event move</li> <li>Replace AMS in V1::TaggingsController with shared TaggingSerializer PORO</li> <li>Title Case itinerary and meeting titles from uploads</li> <li>Replace AMS in V1::ActivityEventsController with plain JSON</li> <li>Replace AMS in V1::TagsController with a shared TagSerializer PORO</li> <li>Replace AMS in V1::ContactImportsController with plain JSON</li> <li>Add index on notification subscriptions by user, customer and notification</li> <li>Replace AMS in V1::UserSettingsController#update with plain JSON</li> <li>Replace AMS in V1::NotesController with plain JSON</li> <li>Detach 12 V2 serializers from AMS ApplicationSerializer</li> <li>Remove unused V1 AMS serializers</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Merge release-2026-11-04_20-23 back into master</li> <li>Add enabled_at to notification subscriptions</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-11-05_16-01.html 2026-11-05T16:14:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Parse RFC 5987 UTF-8 filenames from Content-Disposition headers</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Update Auto generate event creation to use AI branding</li> <li>Add CJK mock factories and Cypress fixtures</li> <li>Show IA request API errors in the forms and resend updates to completed requests</li> <li>Use the AI Summary tabs in the IQ flyout and keep both in the content</li> <li>Make the IQ organization flyout header and stats match Figma</li> <li>Align every side drawer with the Figma header and content padding</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-11-04_20-23.html 2026-11-04T20:39:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add cop forbidding PersistentJob subclasses from overriding enqueue_after_transaction_commit</li> <li>Add irwin redocly lint plugin and enforce API design rules in OpenAPI docs</li> <li>Auto-create colleagues from customer domains on inbound items</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fix 500 on historical cost basis CSV export when records are empty</li> <li>Fix activities CSV export timing out on large email campaigns</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Add CJK dev seeds and FactoryBot traits</li> <li>Add query param route for customer upload instructions index</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>chore(audit): non-breaking ruby hygiene for irwin-api</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-11-03_15-01.html 2026-11-03T15:18:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Render itinerary meeting notes and instructions as rich text when requested</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Support Unicode search terms in people, fund, and IRM search</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Add vendored rubocop-irwin gem and forbid SecureRandom.uuid in tests</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>chore(audit): non-breaking ruby hygiene for irwin-api</li> <li>Rename the image build override for the buildkit build job</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-11-03_14-56.html 2026-11-03T15:08:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add CSV export to the Activities breakdown dashboard widget</li> <li>Render tearsheet notes as rich text when rich_text is requested</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-11-02_15-13.html 2026-11-02T15:28:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Add name and security_id to the embedded user_upload_request</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-11-02_15-03.html 2026-11-02T15:17:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add dismissible banner for events completed by Irwin Assistant</li> <li>Add update request modal for in-progress Irwin Assistant requests</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Hide custom template requests behind a feature flag</li> <li>Update prompt library icon and hide prompt title in editable mode</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Run metrics jobs on node-python:24</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-30_16-51.html 2026-10-30T17:06:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add the activist alert template data builder and planner</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Remove exclude-email-activity-reports feature flag</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Add CSV export for the activity breakdown</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-29_16-14.html 2026-10-29T16:28:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add an activist alerts toggle per site to notification settings</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Add sorting support to Key Contact column in IRM People</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-28_17-13.html 2026-10-28T17:27:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add IA user request banner on itinerary page top if the request is pending</li> <li>Add location selector for AI prompts</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fetch UserVoice SSO tokens from irwin-api instead of signing in the browser</li> <li>Bump to 15.5.0 - Fix some flakey AsyncSelect tests</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>improve a few minor points in code-styles for AI</li> <li>Update IRM feed widget empty state messaging to name the 30-day window</li> <li>Upgrade Vite to 8.3.4 and Vitest to 5.0.5</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-28_17-01.html 2026-10-28T17:16:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add the activist alert notification rows and template alias</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fill a meeting's state and country from the itinerary</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Drop postmark_messages and email_activities.smtp_email_id</li> <li>Add sorting support to Key Contact column in IRM People</li> <li>Inline pgl_util into irwin-api and remove the gem dependency</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Apply the shared ca-patch to the irwin-api image</li> <li>chore(audit): non-breaking ruby hygiene for irwin-api</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-27_16-11.html 2026-10-27T16:26:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add dev-mode user selection to skip the API auth header</li> <li>Render tearsheet notes as rich text when rich_text is requested</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Geocode the itinerary-level city into city, state, country</li> <li>Fix iris stop by sending the cooperative stop to the runtime</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Add opt-in notification support for deliveries booked outside the calendar</li> <li>Remove Postmark::Message and the smtp_messages endpoint</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>chore(audit): non-breaking ruby hygiene for irwin-api</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-27_13-40.html 2026-10-27T13:55:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fix iris stop so the stopped turn shows &quot;Response stopped&quot;</li> <li>Center the speed dial plus and close icons</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Upgrade component library 15.4.0 - Button Group</li> <li>Remove SMTP email activity view and service</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-26_15-43.html 2026-10-26T15:58:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add global search to @ mentions in the AI chat composer</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Place past IRM feed event fragments by their latest activity</li> <li>Fix iris warm-up cutting off the first &quot;View full insights&quot; answer</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Display diff text for Irwin Assistant buttons if an itinerary already has an associated irwin assistant request in progress</li> <li>Make the activity form Discard button outlined</li> <li>Update to comp-lib 15.3.0 and Make primary buttons contained for the outlined default</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-26_15-16.html 2026-10-26T15:37:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add renderer that turns rich text blocks into tearsheet PDF boxes</li> <li>Add parser that turns tearsheet note HTML into rich text blocks</li> <li>Record IRIS file exports from done events</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Order IRM feed top-level entries chronologically by date and time</li> <li>Order an event's nested activities by start time in the IRM feed</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Replace carmen gem with countries</li> <li>Sort IQ activists by threat level, then campaign count</li> <li>Move remaining affiliation reads to irm_affiliations</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-23_13-44.html 2026-10-23T13:58:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Let append add files to a user upload request's file_paths</li> <li>Have activity security_ids always use the itinerary's security</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Embed latest user upload request in itinerary list response</li> <li>Stop local dev servers from executing a remote database's GoodJob jobs</li> <li>Add irm_affiliations index for IRM People and Organization lookups</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Add endpoint to sign UserVoice SSO tokens on the server</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-22_19-55.html 2026-10-22T20:10:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Disable only the disabled site's IQ Digest subscriptions</li> <li>Fix itinerary uploads creating duplicate contacts when a customer has a custom copy of a FactSet organization</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Keep polling Docugami through 429 and 5xx on the itinerary status check</li> <li>Remove customer_affiliations reads from IRM People and Organization queries</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Reuse decorate_organization when filing an itinerary attendee under a custom copy</li> <li>Exclude email from activity reports</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-22_18-09.html 2026-10-22T18:22:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Integrate SegmentEditor and ChatComposerToolbar into ChatInput</li> <li>Add &quot;Try the AI uploader&quot; banner to Irwin Assistant modal</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Update NodeJS for dev tooling due to security vuln</li> <li>Add null/undefined check for File Upload status display</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Exclude email activities from activity reports behind a feature flag</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-21_16-15.html 2026-10-21T17:26:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Send itinerary source with Irwin Assistant requests</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Skip empty address parts in location labels</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Add Orientation column sorting to IRM People</li> <li>Upgrade comp-lib to 15.2.0 - Buttons</li> <li>Make the AI assistant colleague selector single select</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-21_14-15.html 2026-10-21T14:30:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fix missing primary email in IRM People CSV export</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Add orientation sort to IRM People table</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Remove redundant trigram index on people</li> <li>Fetch Nylas grants in bulk in the email account sync job</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-20_13-31.html 2026-10-20T13:45:00.000Z Irwin <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Remove the legacy GET /v2/customer_affiliations endpoint</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-20_13-31.html 2026-10-20T13:43:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fix tooltip text size to match the theme and Figma</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Hide person profile pictures</li> <li>Add primary and secondary email sorting to IRM people</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-19_15-37.html 2026-10-19T15:51:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add location selector type for AI prompts</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Compute NOBO share totals per-page instead of across the whole table</li> <li>Add itinerary upload observability metrics for Docugami and matching time</li> <li>Add email and secondary email sortin to IRM People query</li> <li>Stop server-side RocketReach profile picture calls</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-19_13-56.html 2026-10-19T14:10:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fix cache:warm OOMKilled failures in CI</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>feature Collapse dashboard widget header filters into a shared three-dot menu</li> <li>Address dashboard design review feedback</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-16_13-55.html 2026-10-16T14:09:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add peer group picker for AI chat prompts</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fix instruction drag and drop disabled on Create Event form</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Improve form &amp; API validation errors in contact, colleague, and org forms</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-16_13-27.html 2026-10-16T13:42:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Auto-log Inbound Investor Request activity for Corporate Connect</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-15_15-24.html 2026-10-15T15:40:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fix blank location names by falling back to COMPANY when CLIENT_MAIN_CRM_NAME is missing</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-15_15-26.html 2026-10-15T15:39:00.000Z Irwin <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Update Irwin Assistant modal to use a fixed header and footer</li> <li>Add EAUM and AUM sorting to IRM People</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-15_13-22.html 2026-10-15T13:37:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add an append endpoint for user upload requests</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Remove M1 itinerary upload path from the backend</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-14_13-23.html 2026-10-14T17:39:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Scope Irwin IQ traffic queries to the customer</li> <li>Use CLIENT_MAIN_CRM_NAME for FactSet customer and location names</li> <li>Fix processing of forwarded ICS invitation files</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Tighten Docugami status poll schedule for itinerary uploads</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-14_14-01.html 2026-10-14T14:15:00.000Z Irwin <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Remove M1 itinerary upload path from the frontend</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Retry CI jobs automatically on runner failures</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-13_16-54.html 2026-10-13T17:22:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fix lost customer_id when assisting in while logged out of irwin-fe</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Address QA feedback on the IRM Feed widget</li> <li>Remove old Email &amp; Calendar settings page</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Support merged results pipelines and merge trains in CI</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-13_14-08.html 2026-10-13T14:22:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add peer_group selector type for AI chat prompts</li> <li>Add investor FitScore badge support to Corporate Connect emails</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Harden Docugami client errors, redirects and upload failures</li> <li>Add EAUM and AUM sorting to IRM People</li> <li>Nest event activities in the IRM feed when filtered to events</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Filter AI prompt parameters from Rails logs</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-09_13-47.html 2026-10-09T14:01:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Unify itinerary and event autosave on a shared useAutoSave hook</li> <li>Fix IRM feed section headings, week ranges and overdue colour from design review</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Update code style guide for AI agent</li> <li>Re-organize code structure, no functional/UI changes</li> <li>Add a prompt library button to the AI insights widget footer</li> <li>Remove one off styling for error textfields</li> <li>Add save and delete notifications for itinerary items</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-08_15-19.html 2026-10-08T15:39:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add a &quot;Response stopped&quot; note for AI turns the user cancelled</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fix autosave stopping after a validation error on events and instructions</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Add Organization type sorting to IRM people table</li> <li>Keep the AI summary question visible while the widget loads</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Add context entities utils and ChatComposerToolbar</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-08_15-15.html 2026-10-08T15:37:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add GET /v2/file_exports/:id with optional long-polling and type filtering</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fix suppression CSV export when there is no Postmark server</li> <li>Fix AWS error detail leaking from the agentic stop endpoint</li> </ul> <h2 class="section-heading section-heading--general">General</h2> <ul> <li>Add indexes to fix disk spill on unparsed_nobos and people_search</li> <li>Scrub AI prompt fields from Rollbar payloads</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-07_14-38.html 2026-10-07T14:52:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>fix Scheduler list row menu and delete issues</li> <li>Read emailAccountId to fetch scheduling pages for Postmark senders</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Remove the custom-fields-milestone-1 feature flag</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-07_13-32.html 2026-10-07T13:46:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Capitalize names of contacts and colleagues created from itinerary uploads</li> <li>Fix dashboard AI summary regenerating on reads</li> <li>Fix Scheduler Page dropdown for P2P emails sent from Postmark senders</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>PDF visual regression testing</li> <li>Use display names from invites and emails when creating unknown contacts</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-06_14-12.html 2026-10-06T14:33:00.000Z Irwin <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fix meeting modal validation and itinerary UI polish</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Cancel in-flight AI conversation turns and guard navigation behind confirmation modal</li> <li>Update IRM Orgs table custom contact column</li> <li>Extract SegmentEditor component and refactor EditablePromptComposer</li> </ul> https://changelog.getirwin.com/irwin-api/release-2026-10-06_14-00.html 2026-10-06T14:13:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Split escalation message into message and internal_comments</li> </ul> <h2 class="section-heading section-heading--fixes">Bug Fixes</h2> <ul> <li>Fix custom tearsheet exports sticking in uploading when the upload fails</li> <li>Fix custom field filters so profiles must match all selected criteria</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Update fds-lima_ticket_validator to the 1.0.0 stable release</li> <li>Add MCP conversation session type backfill</li> <li>Send agent-user-consent feature flag to IRIS for non-MCP conversations</li> <li>Replace lib/lima with the fds-lima_ticket_validator gem</li> </ul> https://changelog.getirwin.com/irwin-fe/release-2026-10-05_13-44.html 2026-10-05T14:53:00.000Z Irwin <h2 class="section-heading section-heading--features">Features</h2> <ul> <li>Add Last Activity column to Movers and share the column visibility hook</li> </ul> <h2 class="section-heading section-heading--improvements">Improvements</h2> <ul> <li>Extract headless segment editor engine hook</li> <li>Update Button and ToggleButton text to sentence case</li> <li>Inline organization creation modal improvement part 3</li> </ul>