Core v1.1.4 · Modules v0.2.0¶
Released 2026-07-08.
A feature release across business development and relationship intelligence. Core gains engagement scoring and the second half of BD trip planning; Modules 0.2.0 is a substantial Dispatch hardening pass and lays the provider-adapter foundation the AI work will build on.
New¶
- Engagement Score Calculation — accounts and contacts now carry a computed engagement score, giving BD and relationship managers a consistent signal for who is warming up or going quiet. (#213)
- BD trip execution tracking — trips can be tracked through execution, not just planned, closing the loop between an intended trip and what actually happened. (#201)
- Trip target research materials — research materials can be attached to trip targets so the people meeting a client arrive prepared. (#202)
- Classification parent-name search — classification search now matches on parent names, so a term found higher in the taxonomy surfaces its children. (#216)
- Opportunity contact roles populated automatically — the lookup trigger framework now populates
OpportunityContactRole, removing a manual step in opportunity setup. (#204)
Improvements¶
- 🧩 Dispatch hardening (Modules 0.2.0) — a broad pass across the digest engine: generation, rendering, delivery, scheduling, run-item batching, SOQL template validation, subscription handling, and daily-limit enforcement. (#218)
Fixes¶
- ERM digest emails used the wrong timezone when scheduling sends. (#215)
- Assorted cross-package fixes needed to cut the next Core and Modules versions cleanly. (#205)
Integrations¶
- MCAE read callouts — the marketing-automation transport gained its read path, building on the v5 transport adapter delivered in the 1.1.3 hotfix. (#208)
Admin & Configuration¶
- 🧩 AI provider interface (Modules 0.2.0) —
IProviderAdapter,AIProviderRequest, andAIProviderResponseship as the provider-agnostic contract for future AI actions. This is foundation only: there is no AI object, UI, or permission set, and nothing for an administrator to enable. (#218)