@elitedcs/ghl-mcp 3.89.0-beta.6 → 3.89.0-beta.8

package/CHANGELOG.md

@@ -1,5 +1,49 @@
 # Changelog
 
+## 3.89.0-beta.8: build a client account in twelve steps, with nothing switched on and an undo that puts things back
+
+This is a beta, for testers only. Tested on wellness clinics: a tester who had never seen the cockpit took a red light therapy clinic through all twelve steps to Sign-Off twice, an agency owner did it once clicking every step himself, and each build was then undone and the account read back as it started. The other industries use the same steps but have not been taken to Sign-Off on a real account yet.
+
+**Build a client account is twelve numbered steps on one page.** Register, account type, industry, Assessment, intake, Brief, staff, Approve, Build, Verify, manual tasks and Sign-Off, always in that order, with the step to do now marked. A client part way through its steps is shown first, with a button that takes you to the step it is on.
+
+**Nothing is written before you have seen the list.** Before Build writes anything, it stops and shows what it will create, what already in the account it will use, and what it would change. Each change has its own box and is left alone unless you tick it.
+
+**Nothing is switched on.** Every automation Build makes is a draft. No text or email goes out unless you click a button that says it will.
+
+**Sign-Off says what to switch on, and when.** Step 12 lists the automations that send no texts, to switch on now, and the ones that send texts, to switch on only after your text-messaging registration (A2P) is approved. Anything held back for its own reason, such as a payment automation with no product filter, says why.
+
+**Every count agrees.** Step 10, step 11, the Work queue and Health and handoff use the same sentence: GoHighLevel confirms this many items, you confirmed this many yourself, and how many jobs are left before sign-off.
+
+**Two kinds of job, and each says which it is.** A job GoHighLevel can show, such as the phone number or the trial price, clears when the check reads it in the account. A job it cannot show says "GoHighLevel cannot show it, so your tick is the record." Only a job's own box ticks it. A deposit of the whole price with no balance clears the price check, and the business phone no longer has to be the account's texting number. A booking link that is a GoHighLevel booking page must open a calendar in the client's own account.
+
+**The undo puts things back.** Undoing a build removes only what it created, and puts back a custom value you allowed it to change, the way it was when you confirmed. A value someone has changed by hand since the build is left alone and listed. The undo waits while a step is running for that client, and the cockpit stops updating its progress record once a build is undone.
+
+**Known limits.** Hours typed like "M-F 9am-6pm" are not read yet: the calendar keeps its starting hours and a job asks you to set them. The Approve button appears only after you save what the client bought. The client handoff document does not yet print with page breaks.
+
+## 3.89.0-beta.7: the intake fills what your notes say, and the cockpit shows you where to start
+
+Found by clicking through a full client build in the cockpit.
+
+**Filling the intake from a document you added twice works again.** Adding a document with the same name as one already saved, such as updated notes, stores it as a second copy, and filling the intake from that copy always failed. It now reads. When filling the intake does fail, a Details line under the message says why.
+
+**Complete the intake takes you there.** Clicking Complete the intake in the Next step box now scrolls the page to the intake it opens.
+
+**Brief tells you how to fill the intake.** If you run Brief before the intake is in, it now says "First complete the intake. It fills most answers from a call or your notes." with a Complete the intake button that opens the intake and takes you to it. It used to say only to open the real form, with no link.
+
+**The intake is right under the steps when it is next.** While Brief is the next step and no intake is in, the Next step box says to complete the intake first and has a Complete the intake button, and the intake opens right under the steps instead of far down the page. It stays there while it is open.
+
+**Typing on Build a client account is kept.** A sub-account id or client detail you type while the page is still reading your accounts is no longer cleared when it finishes. For your security, the key is never kept.
+
+**Filling the intake from your notes fills what your notes say.** Answers your notes state plainly are now filled in, such as business hours, staff, team size, the trial price, deposit and balance, the trial length and how many trials fit in a day. An answer is filled only when the exact words it came from give it; anything worked out from other facts is left as a suggestion. Yes or no answers always wait for your click.
+
+**Use all suggestions.** A new button above the suggestions takes every suggestion that would not replace an answer you already have. Any that would replace one stay beside their field for you to decide, and so do the answers about trial spots running out and a 72-hour program price, because they decide what your texts may promise.
+
+**Clearer intake counts.** After filling from a call or notes, the intake says how many answers were filled, how many are suggestions waiting for your click, and which questions your notes did not answer, by name.
+
+**A quieter Verify report.** The line about check notes that did not match the account is now a small note at the end of the report instead of in its headline.
+
+**Smaller fixes.** The light and dark switch in the account menu is read out as "Color theme".
+
 ## 3.89.0-beta.6: Build only states what the account shows, and calendars open when the client is open
 
 This is a beta, for testers only. Found by running a full Wellness clinic client build in the cockpit.

package/README.md

@@ -899,7 +899,7 @@ Built by **[Elite DCs, LLC](https://elitedcs.com)** — a digital marketing and
 
 **Tech stack:** TypeScript, Node.js, esbuild, MCP SDK, Zod, GHL API v2, Firebase Auth
 
-**Version:** 3.89.0-beta.6
+**Version:** 3.89.0-beta.8
 
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