What's new in shadow-planner

🔎 Find issues in Utilisation: The Utilisation search bar now suggests epics and issues by name. Pick one and the table narrows to the resources and projects that work on it.

🤖 Offline AI summaries: Shadow Planner can now download a small AI model that runs on your own computer. The download shows its progress in a toast you can pause, resume and minimise.

🔐 Restore your licence on another computer: "Restore your licence" is now also available during a trial and in the licence dialog, and it finds your purchase no matter how you capitalise your e-mail address.

📂 Expand a whole project: "Expand project" in the Gantt row menu now opens everything below the project, not just the first level.

💬 Chat polish: The empty chat greets you and points at /help, and /status keeps the notes table folded behind a summary line.

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🔐 Licence recovery by e-mail: Restoring Pro on a new or reinstalled computer now sends an 8-digit code to the address you bought with. Only the owner of that mailbox can restore the purchase.

🔑 Restore button is back: "Already bought Pro? Restore your licence." was missing from Settings → License on a free install. It is visible again.

🛡️ No payment key inside the app: Purchases and recovery now go through Shadow Planner's own licence service, so the app you download no longer carries a Stripe key. Existing licences are not affected.

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👥 Plan and actual per person on every issue: Open an issue and set how many person-days each assigned resource is planned for and has actually spent. The estimate is the sum of the plan, the project's actuals add up from its issues, and the Gantt shows each task's Actual PD and the difference to plan.

📊 Clearer Utilisation view: A new Actual PD summary row, issues shown by default with their actuals editable in place, and empty months now read "0 / 0" instead of staying blank.

💶 Budget at a glance on the project page: New Δ PD and Δ Cost tiles show what is left, an amber "Over budget" hint warns when the plan costs more than the budget, and every figure explains its formula on hover.

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📋 Status reports that remember: Ask the chat how a project is doing, or type "/status @Project", and the report opens with the project page's own figures and budget donut, then a short summary and what changed in its notes since your last report.

🔒 Optional offline AI summaries: Download a small AI model that runs entirely on your computer to write those summaries. Nothing leaves your machine, and you can add, change or remove it any time in Settings → AI. Skip it and reports use a plain summary instead.

🎯 Status tiles you can click: "/status" now shows six tiles. Click one to jump straight to the projects, milestones, tasks or blocked issues it counted.

💡 /help in the chat: Type "/help" for a quick-reference card with every chat command and tips for using the assistant.

🔧 Fix: The emoji in the "What's new" notes for 3.3.0 display correctly again.

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💾 Backup & restore: A new Backup tab in Settings saves and restores your whole plan. Turn on automatic backups to a folder of your choice — a synced cloud folder works too.

👋 A guided first start: New installs open a short setup wizard: what's new, your AI provider and the general settings, in three steps.

💶 Budget at a glance: Project pages open with a compact KPI block and a budget donut. "% Budget used" and "Delta" (budget minus actual cost) show where the money stands, and epic and resource pages now share the same layout.

📊 Utilisation you can take with you: Export the Utilisation view as CSV or Excel, and switch on Capacity, Planned and Free summary rows from the View menu.

💬 The assistant docks beside your work: The chat drawer docks to the right edge like the issue and note panels, and a new Layout tab sets its background opacity. It loads its tools on demand, runs faster on local models, and asks before converting an older reserved plan.

🧭 Smarter Planning Agent: A new Team step, project dates and budget-bound planning, plus a resource picker and type badges in Review.

📄 Long lists, paged: Tabs on the detail pages split long lists into pages with a rows-per-page choice.

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⚠️ Risks with a date and a price: Risk notes now carry an Active / Inactive state, a date of impact and an estimated cost. Active risks appear as diamond markers on the Gantt and the project chart and count in the "Active risks" tile.

🤖 The assistant reads and writes notes: Ask the chat about a project's notes or let it create and update them. It also takes estimates, dependencies, status and priority when creating tasks in bulk, asks before it creates anything, and says so when an instruction has no matching field.

🧠 Tool calling on every provider: Claude, OpenAI, Ollama and OpenRouter models drive the planner more reliably, with a much smaller fixed prompt and more context for local Ollama models. The connection chip warns when the chosen model is missing, and every model picker explains which models work. The App Dashboard shows the assistant's token usage.

⚙️ Settings → Defaults: Set default durations per issue type and the default project length, and count weekends as workdays. "Report a bug…" builds a redacted diagnostics report you can e-mail to the developer.

💬 Chat drawer you can move: Drag the chat drawer anywhere; the app remembers the spot. The Gantt gains Collapse all / Expand all, a priority glyph and grabbable handles on short bars. After an update, the app shows what's new once.

🛡️ Stability: a whole-codebase review fixed dozens of small issues, from double-submitted forms to unsafe label colours.

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🔔 Never miss a new version: shadow-planner now checks for updates every time it starts and tells you in the gear menu when a newer version is available. Prefer to check yourself? Use "Check for updates…" in the gear menu, or switch the start-up check off under Settings → General.

📅 See ten years at a glance: The Gantt gets a Year / Quarter / Month / Week scale next to the range presets, so even a ten-year plan fits on one screen. Utilization offers the same 1M, 5Y and 10Y ranges as the Gantt.

⚡ Quicker issue and project forms: Task, epic and project forms now open docked to the right so the Gantt stays visible. The Dependencies and Resources pickers show your options as soon as you click into them, and a missing resource can be added right from the task form. New projects start with today's date and a three-month horizon prefilled.

📝 Notes and views polished: The note editor is back to a simple Edit / Preview toggle, Tab in a note table selects the whole next cell, and the Projects and Resources pages share the calm look of the Notes page.

🏎️ Faster planning: moving tasks with dependencies and redrawing large Gantt charts is noticeably quicker.

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🌐 Open in your default browser: shadow-planner can now open in the browser you already use. Switch on browser launch mode and it starts there every time instead of in its own window — close the last tab and the app shuts itself down shortly after.

🚀 Easier first steps: Set up your AI model straight from the start screen, add tasks with the new "+ Task" button in the Gantt, and empty views now point you to creating a project first.

✏️ Polish: form fields now use the app's own font.

🐧 Snap package repaired: The Snap Store package now contains the complete app — earlier snap builds were missing it and could not start.

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🌐 Open in your default browser: shadow-planner can now open in the browser you already use. Switch on browser launch mode and it starts there every time instead of in its own window — close the last tab and the app shuts itself down shortly after.

🚀 Easier first steps: Set up your AI model straight from the start screen, add tasks with the new "+ Task" button in the Gantt, and empty views now point you to creating a project first.

✏️ Polish: form fields now use the app's own font.

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🤖 /status becomes a PM overview: Ask the assistant for /status and get KPI tiles, a health bar, ranked top priorities, progress against elapsed time and a 60-day runway — instead of a wall of text. Also fixed: an error with some Anthropic models and a clearer message when a model can't be found.

ℹ️ Know what you're running: A new About dialog shows the app version, the App Logs view now includes the server log (secrets redacted), and the Utilisation view gets a full-height column splitter you can drag.

🐛 Polish from hands-on testing: Collapse/Expand all in the Gantt ignores projects you've filtered out, long selections no longer stretch the form, the upgrade dialog talks about resources, and the issue dialog works properly in Safari.

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📌 Baselines and slip: Pin a snapshot as your scenario's baseline. The Gantt then draws the original plan as ghost bars behind the live ones and adds a slip column in workdays, so you see at a glance what moved and by how much.

🏖️ Absences: Record holidays and leave per resource. Those days come off the person's assigned effort instead of being spread onto others, show as hatching in the Gantt, and have their own tab in the resource dialog.

🧭 Plan faster: New View-menu toggles highlight the critical path and shade weekends. Press T for a new issue or N for a new note, edit Plan and Actual directly in the Utilisation view, and dock the issue dialog to the side with type-to-search pickers for dependencies and assignees.

📝 A better notes editor: Tables you edit cell by cell, markdown that formats as you type, and a note window you can dock.

🎁 Try it with demo data: Import a ready-made demo scenario, complete with a slipping baseline, from inside the app — it doesn't count against the free tier.

🛠️ Fixes: saving an API key in the chat settings works again, deleting a scenario with projects no longer logs an undo error, and the Notes view looks right in dark mode.

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📐 Plan figures now add up from your estimates: Everywhere a Plan number appears — Utilisation, dashboards, plan cost — it is now the sum of the task estimates underneath it, and an epic's estimate derives from its issues. One consistent arithmetic across the whole app; that change in meaning is why this release is 3.0.

🚦 Issues get status and priority: Every task and epic now carries a status and a priority, visible right in the work breakdown — with bulk status changes and bulk delete from the work breakdown, plus a Cancel button on the bulk bar.

🔀 Restructure without re-typing: Convert a task into an epic from its dialog, move or copy a whole project into another scenario from the right-click menu, and edit assignees and estimates directly in the Utilisation view.

📊 Utilisation, sharper: Issues mode now shows every assigned issue (estimated or not) with inline estimate editing, a workdays-per-period bar, and threshold colours based on real capacity.

📅 Gantt niceties: A display-only public-holiday overlay, a Toggle Dependencies button, inline date pickers in the work breakdown, dependency arrows that never run through bar text, and month boundaries drawn on actual calendar days.

🤖 A more dependable assistant: Ask /status for a project briefing (scope it with @Project), and rest easier on approvals: the assistant now resolves every name before showing you a confirmation, so the dialog you approve is exactly what happens.

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🗒️ Expand / Collapse all notes: The scenario Notes view gets a one-click toggle to fold or open every project group at once.

🖱️ Gantt polish: A handful of fixes to bar interactions from a focused review pass.

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📝 Notes, everywhere you plan: Every project can now hold notes — markdown formatting, dates, categories, and @-mentions of your resources. While typing, @ suggests people as chips and // inserts a date. Need more room? The note editor maximises.

🗒️ A scenario-wide Notes view: A new Notes button in the main navigation lists every note in the scenario, grouped by project in collapsible sections, newest first — with a search bar that filters by project, label, free text, @-mentions and linked issues.

📤 Export a note to Markdown or PDF in one click — meeting minutes straight to a stakeholder.

💰 Project budgets: Give a project an optional budget and track the new Unburnt Budget metric; the Gantt gains Budget and Unburnt Budget columns. Costs are now priced at each resource's own daily rate — an important accuracy fix if your rates differ per person.

📅 Gantt niceties: The today line can be centred on load, a Today marker toggle joins the View menu, and the View menu's ticks, bar labels and dropdown behaviour got a polish pass.

❓ Better in-app help: Help & FAQ now has an accordion layout, category navigation and search-term highlighting.

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🔄 Flip the Utilisation axis: A new Projects/Resources toggle lets you view utilisation either by project or by person — with per-person overload colouring so capacity problems jump out at a glance.

🧰 A Gantt-style toolbar for Utilisation: Actions row under the search bar, cleaner filter buttons and spacing that matches the Gantt view.

📐 Smarter work-breakdown pane: The Gantt's left pane now auto-resizes as you show or hide columns instead of leaving dead space.

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🔤 Avatars show true initials everywhere: First letter of the first name + first letter of the last name — "Anna Maria Schmidt" is now "AS", not "AM". Consistent across the Gantt, task checklists and Utilisation rows.

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📂 Group-level Assign and Replace: The Assign resource / Replace resource actions now also work on whole epics and projects — in the Gantt and in the Utilisation view — so you can staff or re-staff an entire branch in one go.

🗂️ A tidier context menu: Resource actions sit in their own titled "Resources" section, consistently across every menu that offers them.

🔍 New 1M zoom preset in the Gantt range switcher, close enough to always see assignee avatars.

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👥 Assign and replace resources from the right-click menu: Right-click any task, sub-task or milestone in the Gantt and choose Assign resource or Replace resource — no need to open the edit dialog just to change who's on it.

↩️ One clean undo: A replace swaps the person and updates the assignment-derived utilisation in a single step — and a single Undo takes it all back.

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🌍 Important fix for timezones ahead of UTC (Europe, Asia, Australia): Dragging or resizing a Gantt bar used to save dates one day earlier than the preview showed — the bar snapped back a day after every drop. Dates now commit exactly as previewed, in every timezone.

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🖱️ Avatars follow the bar: When you drag a task in the Gantt, the assignee avatars now move with the bar instead of staying frozen at the old position until you drop.

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📊 Assignment-derived PD in every detail view: The label, resource and epic detail views now include the PD coming from Gantt task assignments — with a tooltip showing exactly how much ("Includes N PD from Gantt task assignments"), so you always know what's hand-planned and what's derived.

👤 No more vanishing projects: A project no longer disappears from a resource's Projects tab when that resource's only contribution comes from task assignments.

📈 Epic monthly chart fixed: The "Monthly Plan vs. Actual" chart on epic dashboards used to show empty months — it now shows the real monthly breakdown, and the buckets add up exactly to the headline figures.

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🔗 Gantt assignments now feed Utilisation automatically: Assign resources to a task and shadow-planner creates the matching utilisation entries for you — the task's estimated PD is split evenly across its assignees and spread over the months of the task, proportional to workdays.

➕ Additive, never destructive: Assignment-derived figures are tracked separately and shown alongside your planned numbers — they never overwrite the allocations you entered by hand.

📸 Snapshot-safe: Task estimates and assignment-derived allocations round-trip through scenario snapshots, so cloning a scenario keeps the picture consistent.

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🚀 Convert an epic into a project: Right-click any epic in the Gantt and choose Convert to project. Its tasks, dates, dependencies and assignments move over intact — and the whole conversion is undoable, of course.

🤖 See the plan before it lands: The planning agent's analyze step now shows a live preview of the issue structure it's about to create, with the same issue-type badges you know from the Gantt.

⚡ Responsive while the AI thinks: The app no longer holds a database lock while an AI response is streaming — you can keep editing your plan while the assistant writes.

🛠️ Plus: a Plan PD rounding fix and workdays are now editable.

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🔍 A whole-codebase audit turned up seven critical findings — all fixed in this release.

🗑️ Nearly a thousand lines of dead code removed, making the app leaner and future fixes faster.

No new buttons to learn — just a more stable planner.

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🧹 Ten robustness fixes from a full code review: better error handling and snappier performance in everyday flows.

👤 Resource modal cleanup: Email is now clearly optional, required fields are marked, and the placeholder text no longer gets in the way.

📐 Small alignment fixes, including the Export button matching the new Undo/Redo buttons in the Gantt toolbar.

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↩️ Per-operation Undo and Redo: Every edit now lands on a proper undo stack, with Undo/Redo buttons right in the Gantt toolbar. Moved a task by accident? One click brings it back — and Redo re-applies it.

🧾 A more complete audit trail: Label assignments, bulk updates and other multi-record changes are now captured in the audit log and undo history too — nothing slips through anymore.

➕ Faster resource creation: A "+ New Resource" button sits directly in the Gantt toolbar, so you can add people without leaving the planning view.

📦 Smoother releases: The Snap Store release pipeline got a proper overhaul, so Linux updates now arrive as reliably as Microsoft Store ones.

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📄 Pagination for long lists: Projects and Resources show 100 rows per page with a simple pager. Fewer than 100? Nothing changes — no pager appears at all.

🔍 Type to find: Typing in the filter bar narrows the list as you type, across all pages — a project on page 4 is one keystroke away. Matches names and labels (plus role on Resources), ignores accents ("muller" finds "Müller"), and works on the Gantt and Utilisation views too.

🛡️ Bulk selection is safer: The header checkbox selects only the rows you can see, and a banner offers to extend to the whole matching set — a delete can never be armed against rows you haven't seen. Important fix: selecting all after filtering in Resources used to select every resource in the scenario; it now selects only what you filtered to.

✏️ "Employees" is now "Resources" throughout the app — plus a neatly aligned chat input bar.

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🔀 Provider quick switcher: The chat header now always shows which provider and model you're talking to (e.g. "Anthropic · claude-haiku-4-5"). Have more than one provider configured? Click it to switch in one step — each option is tagged local · free (Ollama) or cloud, only ready-to-use providers are offered, and your conversation continues with a small divider marking the switch. Settings remains the place to configure providers.

🛠 Fix: the self-critique pass no longer silently fails on OpenAI reasoning models (gpt-5.x) — it used to send a temperature those models reject.

🧠 Reasoning effort setting, per provider: In Chat settings, under the model picker, choose Default, Off, Low, Medium, High or Max for each provider (Ollama, Anthropic, ChatGPT, OpenRouter). Higher effort means deeper reasoning at higher token cost; Default leaves it to the provider and is always safe. Each provider remembers its own choice.

🤝 If the selected model doesn't support the setting, the app tells you right in the dialog and simply ignores it — nothing breaks.

🛠 Fix: chat and Planning Agent requests to newer OpenAI models (gpt-5.x) no longer use a deprecated request field those models reject.

🚀 The app now starts even when its usual port is taken: If another program occupies port 8001, launch no longer fails with an error. The app detects an already-running Shadow Planner and opens a window onto it (launching twice = one app), or quietly moves to the next free port. The first time it moves ports, display preferences and the chat session reset once — your project data is never affected.

💬 New chat button in the AI assistant: Start a fresh conversation with no memory of the previous one (also available as /new). The old conversation is kept, and deleting one now asks for confirmation first.

🛠 Slash-command turns (like /status) are now saved with the conversation, as originally intended.

🔢 Pick how numbers are displayed: Choose 1,234.56, 1.234,56 (European convention), or plain 1234.56 in Settings. Applies to every number in the app — person-days, costs, percentages, workday counts, even the Gantt image export. Files you import or export are unaffected.

🌍 Consistent month names: The Gantt header, dashboards and tooltips no longer mix languages on non-English systems.

🛠 Fix: utilisation totals no longer lose decimals after inline allocation edits.

🎟️ Promo trial codes: Got a campaign code like LAUNCH30-XXXX-XXXX-XXXX? Redeem it in the app to unlock the full version for a limited time — completely offline. When the trial ends, the app returns to the free tier with all your data preserved; a one-time purchase keeps full access. One trial per installation.

⏳ The header shows a "Trial — N days left" countdown while a trial is active.

💸 Discount codes at checkout: Stripe promotion codes can now be entered right on the payment page.

📖 Three new Help & FAQ articles cover redeeming codes, what happens when a trial ends, and trial vs. discount codes.

🎨 Shadow Planner icon on your desktop: The macOS app and the Windows exe now carry the real app icon instead of a generic one. (After updating on a Mac, Finder may briefly show the cached old icon — a fresh drag to Applications refreshes it.)

🪟 The app opens at a usable size:

• On macOS the window now sizes itself to your display on first launch — no more narrow default
• The toolbar collapses gracefully at narrow widths: buttons shrink to icons, and settings & chat stay reachable down to very small windows

📖 A new Help article explains window sizing and the icon-only toolbar.

🧰 Gantt toolbar, reorganised:

• New Project / Export on the left, date-range presets centred, filters on the right
• Collapse/Expand, Toggle Dependencies and Columns now sit in the row under the search box
• The saved-filter popover stays inside the viewport and no longer misbehaves after closing

📦 Snap packages now carry the real version — shadow-planner_2.0.5_amd64.snap instead of 0.0.1.

Includes everything from v2.0.4 (popup-blocker-safe Stripe Checkout, signed Mac DMGs).

💳 Stripe Checkout now opens reliably: Clicking Buy Pro used to leave the app waiting with no payment tab in Safari or under strict popup blockers. The checkout tab now opens directly from your click — and if the browser still blocks it, an Open Stripe Checkout button appears so you're never stuck.

⏱ No more checkout timeouts: The app now waits up to 5 minutes for payment confirmation (was 30 seconds), so card entry and 3-D Secure verification have all the time they need.

Otherwise identical to v2.0.3.

🔐 Download shadow-planner for Mac without the App Store: Developer ID-signed, notarized DMGs for Apple Silicon (arm64) and Intel (x86_64). Open the DMG and drag the app to Applications — no Gatekeeper warnings.

🛠 Notarization now runs fully automated in CI. Otherwise identical to v2.0.2.

🍎 Mac downloads, take two: v2.0.1 promised signed Mac DMGs but its signing step failed in CI — this release completes it. Developer ID-signed, notarized builds for Apple Silicon and Intel.

📅 Also includes everything from v2.0.1: Start / End date columns, the global date format setting, and the €4.99 price display.

🍎 Mac app, no App Store needed: Every release now ships Developer ID-signed, notarized DMGs for Apple Silicon and Intel. Download, drag to Applications, done.

📅 Take control of your dates:

• Start / End date columns in project, epic and task views
• Pick your date format once in Settings — applied everywhere: Gantt, projects, scenarios

💶 One-time purchase price display updated to €4.99.

🎉 Simpler pricing: Pay once (€4.99), own forever. No subscription, no renewal, no surprise charges. If you were a monthly subscriber, you now have lifetime access at no extra cost.

📅 Gantt chart improvements:

• Milestone markers now show exact dates (e.g., "Launch (2026-08-21)")
• See the precise date while dragging milestones
• Better readability with improved label contrast

🔄 More reliable offline: License verification no longer depends on internet — your lifetime access works even when Stripe is down. Free tier (1 scenario / 3 projects / 3 employees) stays free. All features unrestricted.

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🚩 Jira integration is now feature-flagged: Toggle it from Settings → Developer in local/dev runs; it stays disabled in packaged store builds.

📥 CATS preliminary actuals land in the right month: The import now derives the target month from each record's update date.

🛠 Utilisation fix: actual and preliminary values display correctly and are preserved when editing rows inline.

📥 Preliminary actuals (CATS) in allocation imports: The two-header allocation CSV now recognises the "Vorläufiger IST-Aufwand PT (CATS)" column as the current month's preliminary actuals. They're stored separately from confirmed actuals and shown with a muted "~" marker in the utilisation view and the project team list.

🔗 Jira: up to 5 JQL filters per project, plus evener spacing in the setup modal.

🧙 One wizard for everything: the Planning Agent is now part of the first-run LLM Setup wizard as one continuous flow, with a "create your first project" step.

📊 Gantt polish: the Workdays breakdown updates live while you drag a bar; timescale clipping and a wizard-footer overlap are fixed.

💬 Chat: reference milestones with @-mentions and jump straight to someone's utilisation from chat.

🛡️ Security & robustness: closes an SSRF gap and hardens Jira-import edge cases.

🔗 Jira + Tempo integration (experimental): From any project, open the new Jira button, connect via a JQL filter, and import issues plus Tempo actuals straight into the project Gantt. Supports Data Center / Server (Personal Access Token) and Jira Cloud (email + API token). Re-sync on demand or hourly/daily. Import is one-directional — nothing is written back to Jira — and every imported change lands in the audit log.

💬 Roomier chat drawer: the AI chat panel is wider by default; drag to resize as before.

📖 The project-allocation import's overwrite-on-re-import behaviour is now documented and pinned with regression tests.

🔌 OpenRouter is now a fourth AI provider: One API key gives you access to hundreds of models from OpenAI, Anthropic, Google, Meta, Mistral and more. Choose it in the setup wizard or chat settings, paste your key from openrouter.ai/keys, and pick from the live model list.

🤖 Works everywhere the other providers do — the AI assistant and the Planning Agent.

🛠 Fix: closing the setup wizard with X or Escape and reopening no longer leaves the model picker unable to load.

🧙 First-run LLM setup wizard: On first launch, pick your AI provider (local Ollama, Anthropic Claude or OpenAI), enter an API key, choose a model and test the connection — or skip it entirely.

🗂️ Create your first project in a couple of clicks: When a scenario has no projects yet, the wizard offers a second step that sets one up and drops you straight into the Projects view.

🔁 Reopen any time from the gear menu or Settings → General. A saved API key shows a masked "saved" indicator so you can keep it without re-entering.

✏️ "Ist" is now "Actual" in chart tooltips and legends — consistent English labels.

💡 Know what you get before you pay: Clicking the Free chip in the header now opens a clear Free-vs-Pro breakdown before sending you to checkout.

🍎 Mac distribution preview: Initial DMG packaging and the license gate on macOS — the groundwork for native Mac downloads.

🏪 Refreshed Microsoft Store assets: square logos, EN/DE listing descriptions and dark-theme screenshots.

🛡️ Robustness: patched the critical and high findings from the recent code audit.