🟢 Platform: Expanded Default Email Templates

The platform now ships with a comprehensive library of transactional emails triggered directly from Pelcro events — eliminating the need for external ESP setups.

✅ What's New:

New Email Center page listing all system emails
Per-email enable/disable toggle and read-only preview
Event-driven trigger layer firing emails directly from Pelcro events
Automatic branding — platform color configuration and client logo applied dynamically
Default templates cover:
- Billing & Payments: Invoice Created, Invoice Paid, Invoice Payment Failed, Refund Issued
- Subscriptions: Created, Renewed, Updated, Canceled
- Dunning & Recovery: Payment Failed (retry), Card Expiring Soon, Upcoming Renewal, Trial Ending
- Customer & Account: Account Created, Password Reset
- Optional: Order/One-time Purchase Confirmation

🎯 Impact:

You will get consistent, branded transactional email coverage out of the box, with centralized control and no fragmented external workflows.

🟢 Platform: Customer Data Insights

We've introduced a new Customers Activity page powered by an analytics database, giving teams direct access to detailed user activity logs.

✅ What's New:

New Analytics > Customers Activity page with a list view of the Analytics DB
Filters available by Customer ID, Event Type, IP Address, and more
CSV export of complete logs
Tracked events include: Page Viewed, Registered, Logged In, Converted, Subscribed, Unsubscribed, Paid Invoice, Newsletter Email Submitted, Customer Address Created, and more

🎯 Impact:

Analytics and business teams can now build reports and analyze reader behavior directly from the platform — no manual copy-pasting from individual customer dashboards.

🟢 Platform: Newsletter Configuration Center

We've introduced a centralized Newsletter Configuration area in the platform so admins can create, edit, and manage newsletters easily.

✅ What's New:

Newsletter section now contains two sub-pages: Newsletters and Subscribers
Full CRUD on newsletter records with the following fields: title, subtitle, description, photo, status, addToRegistration, onlySubscribers
Active/Inactive toggle — inactive newsletters are hidden from your website
Newsletters are returned in the site config endpoint alongside products and plans

🎯 Impact:

Platform admins now manage newsletters from the platform, with consistent exposure across the API, Default UI, and registration flows.

🟢 Platform: Newsletters in the Default UI

The Default UI now renders newsletters configured at the platform level — no custom SDK wiring required.

✅ What's New:

Configured newsletters surface automatically in the newsletters section of the Default UI dashboard
Modals adapt to authenticated and non-authenticated users
Registration form displays a "Subscribe to our newsletters" title when newsletters are configured

🎯 Impact:

Your customers see newsletters in real time, with a unified experience across modal triggers and the dashboard.

🟢 Platform: Improved Default UI Quality

We've tightened the entire dashboard experience to feel more consistent, more responsive, and more polished across every account management flow.

✅ What's Improved:

Unified success messages — same color palette, typography, animation, positioning, close behavior, and timing across all modules
Unified modal behavior and consistent loading/completion interaction patterns
Reduced excessive whitespace and oversized form fields
Success messages now appear only after loading completes (no more conflicting states)
Gift redemption flow now includes a login hyperlink for existing customers

🎯 Impact:

Subscribers experience a faster, more predictable, and visually cleaner dashboard — reducing confusion and friction in everyday account interactions.

🟢 Platform: Change Subscription Collection Method

Admins can now switch a subscription's collection method directly from the platform — no Core API calls or engineering support required.

✅ What's New:

New editable control in the Update Subscription screen
Supported transitions: charge_automatically ⇄ send_invoice
Radio selector with the existing value pre-populated
Validation enforced consistently with the Core API — switching to charge_automatically requires a valid default payment method and a chargeable customer state

🎯 Impact:

Billing and support teams can transition customers between automatic charging and invoice-based billing in a single click, eliminating an operational gap.

🟢 Platform: Per-Collaborator AI Agent Permissions

Account owners can now control whether the AI Agent is enabled for their account and which collaborators can use it.

✅ What's New:

Account-level consent prompt on first AI Agent access — the agent is disabled for the entire account until accepted
Per-collaborator toggle under Settings > Collaborators, controlled by the account owner only
Defaults: enabled for the account owner, disabled for all other collaborators
Collaborators without permission still see the AI Agent panel but receive: "Please ask your account owner to enable this feature for you."
Permission changes take effect on the next interaction — no re-login required, and active sessions are gated immediately if access is revoked

🎯 Impact:

Account owners gain granular control over AI Agent data access at both the account and individual collaborator level, supporting stricter governance and consumption policies.

🟢 Platform: Consistent Modal IDs Across React Elements

We've introduced a stable, predictable DOM hook on every Default UI modal — making customization, instrumentation, and automated end-to-end testing significantly more reliable.

✅ What's New:

Every Pelcro React Elements modal root now exposes a stable id of the form pelcro-modal-{viewId} (kebab-case, derived from the existing Zustand view key)
Backward compatible — existing modal-root ids are preserved; renames use deprecation aliases

🎯 Impact:

Developers can now reliably target modal roots for styling, analytics, and automated tests without depending on fragile selectors.

🟢 Platform: View Subscriptions URL Trigger

We've added deep-link support so renewal emails and external links can take customers straight to their subscriptions.

✅ What's New:

New #view=subscriptions URL trigger
Authenticated users land directly on the Subscriptions view
Unauthenticated users are redirected to login, then taken to Subscriptions automatically

🎯 Impact:

Renewal email flows convert better by removing the manual navigation step between login and the subscription page.

🟢 Platform: Configurable Authentication Token TTL

You can now configure the authentication token TTL from the platform — no code changes or SDK redeployments required.

✅ What's New:

New cookie lifetime key in site settings
The JS-SDK reads this value when setting or refreshing cookies
If the key is missing, invalid, or empty, the SDK falls back to the existing default cookie lifetime

🎯 Impact:

Session lifetimes can be tuned per environment to match security and user-experience policies, without engineering involvement.

🟢 Platform: Tax Breakdown on Invoice Exports

Invoice exports now expose individual tax types instead of a single aggregated total — improving clarity for financial reporting and compliance.

✅ What's Improved:

Tax amounts are now exposed as separate fields by tax type (e.g., GST, PST, QST, HST)
All new tax columns are appended to the end of the export file
The aggregated total tax, when present, is clearly derived as the sum of individual fields

🎯 Impact:

Finance and accounting teams can now reconcile taxes by type directly from exports — enabling accurate reporting and simpler compliance workflows.

🟢 Platform: Recipient Info on Invoice Exports

Invoice exports now include recipient details for marketing, operations, and reporting workflows.

✅ What's Improved:

New fields added to the end of invoice exports:
- First Name, Last Name, Email
- Address Line, City, State, ZIP

🎯 Impact:

Teams can generate accurate, recipient-aware reports and run targeted campaigns directly from invoice exports — no additional data merging required.

🟢 Platform: Hyphenated ZIP+4 in Invoice PDFs

Invoice PDFs now format US ZIP+4 codes with a hyphen between the 5-digit ZIP and the 4-digit extension.

✅ What's Improved:

ZIP+4 codes display as 06877-5415 instead of 068775415

🎯 Impact:

Recipient addresses on invoice PDFs are clearer, more readable, and aligned with standard US postal formatting conventions.

🟢 Platform: Cancel Modal Respects Cancellation Settings

Fixed a Default UI issue where the "Cancel immediately" option appeared in the cancellation modal even when disabled in the site's billing settings.

✅ What's Improved:

The "Cancel immediately" option is now correctly hidden when "Enable subscription cancellation options on customer UI" is disabled
Modal honors the site endpoint configuration in all cases

🎯 Impact:

Cancellation options shown to subscribers now accurately reflect each publisher's configured policy.