Changelog
A platform constantly evolving.
New
Improve
Fix
v4.22.0
September 9, 2026Overview
This release expands RingCentral presence datasets and lets Workflow HTTP actions reuse your existing connections. Reports gain image elements and paper size options while dashboards pause when idle and a handful of refresh and export quirks get cleaned up.
RingCentral datasets
- Added RingCentral User Presence Queue Members and Queue Member Presence datasets for support team availability and queue coverage.
Workflows
- Added the ability for Workflow HTTP actions to reuse your existing integration connections without re-entering credentials.
Reports
- Added image elements to reports including an asset gallery for uploads and controlled HTTPS images.
- Added paper size options and per-section portrait or landscape orientation for report preview and PDF output.
NetSuite and Eric
- Improved NetSuite datasets with typed columns UTC timestamps and faster incremental sync.
- Improved Eric so report and other authoring edits apply more reliably with clearer recovery when a change cannot be applied.
Dashboards and reports
- Improved dashboards to pause background updates when inactive and refresh when someone views them again including Last viewed sorting on dashboard lists.
- Improved the report editor with Save Snapshot naming clearer element toolbars and cleaner Linked Reports cards.
Eric and connections
- Dataset Provisioning Proposal cards no longer show Confirm or Reject again after you had already decided when reopening an Eric chat.
- Newly added Excel files appear in the Excel file picker without a long delay.
- Integration cards no longer flicker to a loading state when saving a connection.
- Login no longer crashes in browsers where web storage is unavailable or restricted.
Query widgets and exports
- Query Widgets now refresh after save even when the underlying source rows have not changed.
- Table and drilldown CSV exports now honor the widget’s configured column order and labels.
v4.21.1
September 7, 2026Overview
This release tightens shared-dashboard filter refreshes and data-change workflow triggers. Widget Filtering and Refreshing indicators are clearer and a few baseline and Query Dataset refresh quirks are gone.
Dashboards and workflows
- Improved dashboard widget feedback with clearer Filtering and Refreshing indicators while results update.
- Improved data-change workflow trigger previews to show baseline readiness and related run details.
- Improved recovery of dataset column schemas from synced warehouse metadata when cached information is incomplete.
Share links and filters
- Shared dashboard and share-link widgets now refresh immediately when filter variables change instead of requiring a page reload.
Workflow data-change triggers
- Data-change workflow triggers now initialize baselines correctly when triggers are enabled re-enabled or changed.
- Workflows no longer repeatedly requeue refreshes for certain Query Datasets.
- Data-change baselines no longer accept incomplete or truncated source data as a valid baseline.
v4.21.0
September 4, 2026Overview
This release lets Eric create Custom Integrations and provision Datasets from chat and adds Query Widget Quick Controls plus new sample dashboards. Salesforce sync can run as often as every minute and a batch of dashboard filter export and sync quirks got cleaned up.
Eric Custom Integrations and Datasets
- Added the ability for Eric to create and edit Custom Integrations as Definition Files with in-chat connection pickers and safer deletion when no sources are connected.
- Added Eric-led Dataset provisioning so you can inspect a connected Source review proposed Datasets and columns and confirm before they are created.
Query Widget Quick Controls
- Added Query Widget Quick Controls so you can adjust common display settings from a simple editor tab without editing YAML.
Sample datasets and dashboards
- Added multi-industry sample datasets and executive operations dashboards including logistics.
Eric and Salesforce
- Improved Eric’s recovery from temporary connection issues with clearer status during long-running requests.
- Improved Salesforce incremental Dataset sync so schedules can run as frequently as every minute.
Dashboard folders
- Improved the dashboard folder dialog layout and spacing.
Dashboards and widgets
- Workspace SQL queries no longer crash when grouping categorical or all-null columns.
- Eric report element previews now work in the report workspace.
- Modified Dataset tools no longer crash on certain data processing failures.
- Dashboard filters no longer incorrectly share state across browser tabs.
- Filter Variables now load columns from live (non-materialized) Query Datasets.
- Table Query Widget drilldowns no longer incorrectly use click-based placeholders.
- Classic widget drilldown Excel/CSV exports now show the aliases shown in the UI instead of raw field names.
- Grid widgets and the data modifier editor no longer intermittently crash when scrolling or editing.
Connections and sync
- NetSuite Items sync no longer gets stuck when multiple records share the same modified timestamp by using rolling snapshots.
- Google Sheets connection failures now show a clear message when a spreadsheet cannot be found.
v4.20.0
September 1, 2026Overview
This release introduces Company Workflows so you can automate email reports HTTP calls and more on a schedule or when data changes. RingCentral datasets and ConnectWise resolution notes also land plus Salesforce custom fields and a handful of dashboard and sync fixes.
Company Workflows
- Added Company Workflows with a visual editor. Build automations test them without sending then run them live. Eric can help author workflows and can choose the next path with an Eric routing step.
- Added Workflow run history with a timeline status badges and payload previews.
Workflow triggers
- Added ways to start a workflow: on a timezone-aware schedule (with upcoming-run preview pause and backfill for missed runs) when Dataset or Query Dataset data starts matching your conditions after a refresh or from an authenticated API call (with run history and replay).
Workflow actions
- Added workflow actions for branded email (optionally attaching report PDFs) HTTP requests with company credentials waiting for a duration or a local time and generating reports as part of a run.
RingCentral integration
- Added a native RingCentral Dataset integration. Connect with your RingCentral app credentials to use Call Logs Extensions and Messages as datasets.
ConnectWise project tickets
- Added ConnectWise project ticket resolution notes including the latest resolution note and a Has Resolution Note indicator.
Salesforce datasets
- Improved Salesforce Datasets so the column picker includes custom fields and previews show values for those selected fields.
Dashboards
- Dashboards no longer crash on epoch timestamps or when a widget is missing during a table drilldown.
- Missing dashboards share links and widgets now show a warning or a Dashboard Not Found page instead of an unexpected error.
Connectors and accounts
- Continue with Microsoft in the Excel connector now opens the Microsoft sign-in window instead of doing nothing.
- Creating and saving users when a last name is missing now shows a visible error instead of blocking avatar and profile saves silently.
Salesforce and NetSuite sync
- Salesforce crawls now finish every page on full syncs and incremental pulls fill to the configured batch size.
- NetSuite rolling Customer and Customer Addresses syncs now complete across all available rows and loading notifications promote to success.
v4.18.0
August 28, 2026Overview
This release adds a native Lead Docket integration and tightens Query Widget links and drilldowns. Shared dashboards and widget previews also behave themselves a little better.
Lead Docket integration
- Added a native Lead Docket integration. Connect with your firm hostname and API key to use Leads Contacts Opportunities Users and Statuses as datasets.
Query Widget column links
- Improved Query Widget column links so they inherit from the source dataset follow renamed or nested columns and only appear when the needed columns are in the result.
Query widgets
- Query Widget drilldowns on shared dashboards now open correctly instead of reporting that the source is no longer available.
- Query Widget previews no longer change underlying dataset data.
v4.17.0
August 27, 2026Overview
This release adds Huntress datasets and chart number overlays plus a pile of Query Widget and report polish. Eric also comes with more usage included and a few dashboard sharing quirks got cleaned up.
Huntress integration
- Added a native Huntress Dataset integration including Account Organizations Agents Identities Incident Reports Escalations and Signals.
Query Widget charts
- Added Number Overlays for bar and line Query Widget charts so summary values can appear on the chart.
Reports
- Improved what Eric can do when authoring reports including Linked Reports in session context and clickable element context chips while editing a report.
- Improved report PDFs so tables and text can grow across pages with repeating table headers long tables use a full-width section compact tables size to their content and new named reports start with a cover section.
Query widgets
- Improved bar and line Query Widget charts so you can specify one or more Y-axis series by column name and set series labels more clearly.
- Improved Query Widget column links so they use portable connection-variable templates from the source Dataset and fill those values when the widget renders.
- Improved Query Widget tables so labels formatting pinned columns and links apply to drilldown-only columns as well as the main query.
Eric
- Improved Eric’s composer so prompts over the 12000-character limit show a character count and a clear message instead of silently disabling Send.
- Eric now comes with more usage included.
Charts and editors
- Horizontal bar charts keep outside data labels fully visible instead of clipping them.
- Dashboards stay in view mode after Eric updates a Definition File instead of jumping into edit mode.
- YAML autocomplete in query definitions now works including Ctrl+Space on Linux and suggestions while typing.
Connections and sharing
- On-prem sync-agent selection when adding a SQL connection is clickable on the full option not only the radio circle.
- Share-link dashboard filters no longer leave widgets loading indefinitely.
- Reseller staff no longer see an authorization error on page refresh.
v4.15.2
August 20, 2026Overview
This release cleans up table sorting filtering and identifier display so numbers behave like numbers. ClickUp time entries and NetSuite customer sync also keep up during the day instead of waiting for tonight.
Tables and drilldowns
- Identifier columns such as ticket IDs no longer show thousands separators in widget drilldowns after joins or data modifiers.
- Dashboard tables and drilldowns now sort numeric columns in numeric order instead of alphabetically.
- Column filters and search now match the formatted values you see such as currency percentages and dates as well as the underlying values.
ClickUp and NetSuite sync
- ClickUp Time Entries now update during the day when timers are stopped running or duration is edited instead of waiting for the nightly resync.
- NetSuite Customers sync no longer stalls after large same-day updates by scanning customer records in rolling batches.
v4.14.0
August 19, 2026Overview
This catch-up takes Resplendent from 4.9.0 to 4.14.0 with Reports v2 native NetSuite and Clio connections company-wide 2FA and much higher dataset limits. Eric can now help on empty dashboards and keep up with data freshness while QuickBooks HubSpot and a pile of widget edge cases got a long-overdue cleanup.
Reports v2
- Added Reports v2 so you can compose report blueprints generate stamped PDFs (including batches) download or email finished reports and ask Eric to help author them.
New integrations
- Added a native NetSuite integration with certificate-based OAuth covering customers contacts items invoices sales orders item fulfillments and related datasets.
- Added a native read-only Clio Manage integration with regional OAuth (US Canada EU and Australia) syncing matters contacts activities users tasks bills and practice areas.
- Added richer schema discovery and previews across many integrations including Actionstep Autotask ConnectWise HubSpot Liongard SQL databases Google Sheets and others.
- Added an optional Require SSL setting for PostgreSQL connections.
Security and AI credits
- Added company-wide two-factor authentication so admins can require 2FA for email/password users. Microsoft and Google SSO users stay exempt.
- Added User Weekly Caps so company admins can set a per-user weekly ceiling on shared AI Credits with remaining/reset visibility and low or exhausted warnings in Eric Chat.
Query widgets and metrics
- Added clickable links on Query Widget table columns and matching drilldown columns using URL templates filled from each row.
- Added threshold coloring for gauge widgets so the ring and pointer follow the same threshold rules as numbers bars and tables.
- Added Metric Comparison favorable direction so a decrease can show as good when lower is better without locking the comparison chip to a static color.
- Added support for text date time and datetime as the primary Metric Display value plus a dedicated format for that main value.
Eric
- Eric can now create and edit Filter Variables as Definition Files including dynamic options sourced from Datasets and Query Datasets.
- Empty dashboards now open with In-Dashboard Eric ready to build and Main Eric Chat shows a Session Context rail with linked dashboards.
- Eric now sees Dataset and Query Dataset freshness (sync status timestamps row counts and materialization) so answers stay tied to current data.
- Added optional desktop notifications when Eric finishes a response while you are in another tab.
Capacity and limits
- Doubled dataset limits by plan (Free 6 Starter 40 Professional 120 Business 240). Saved Query Datasets now count toward the same limit.
- Raised Query Dataset materialization to 10 million rows so large warehouse queries no longer stop at the previous 100k cap.
HubSpot and integrations
- Improved HubSpot CRM datasets so all CRM properties are available (not just the first 100) deal stages show pipeline labels instead of IDs association snapshots can pull much larger batches and historical backfills now fill up to the configured batch size each cycle.
- Improved PostgreSQL hosted sync to match on-prem agent behavior for quoted identifiers UUID arrays pagination and SSL.
- Improved ClickUp Time Entries incremental sync so running timers and edited durations update during the day instead of waiting for the nightly full resync.
- Updated integration logos for Clio Zammad 3CX Google Analytics and Motion.cloud to official brand marks.
Dataset management
- Improved the Add Dataset picker: already-synced tables show a Pulled in badge and open the existing dataset instead of creating a duplicate.
- Improved data-management and related lists with clearer search sorting pagination full dataset-name tooltips and more readable status indicators.
- Improved the YAML editor so source identifiers display as recognizable dataset names instead of raw UUIDs.
- Added a public Data handling help page covering what is synced what happens when a dataset is deleted and how data is used with Eric.
Query widgets
- Improved Query Widgets so they can resolve Query Dataset sources by Definition Slug name or UUID.
- Improved Query Widget drilldowns so numbers and dates stay unformatted until column formats are set and preview drilldowns now apply those formats.
Eric and app updates
- Improved the Eric composer so short wrapped prompts no longer show an inner scrollbar.
- Improved Main Eric Chat on narrow screens so the Session Context rail no longer covers the conversation.
- Improved In-Dashboard Eric layout so dashboards keep enough bottom space when chat is closed.
- Improved app updates: new versions are detected more reliably after deploys idle view-mode dashboards refresh silently and the update dialog copy is clearer.
Query widgets and dashboards
- Query Widget drilldowns no longer show blank or null numbers and dates as 0.
- Sample dashboard drilldowns no longer stay stuck on “Waiting for dataset to sync.”
- Dashboard widgets now retry calculation requests cleanly after a brief disconnect.
- Gauge Query Widgets no longer show the raw value-column name above the number.
- Widget drilldowns and modals no longer fail when a related filter is missing.
Eric
- In-Dashboard Eric now fills the open empty board instead of creating a separate dashboard.
- Eric conversations no longer fail after the first tool call with an upstream 404.
- Eric on Liongard/Bedrock now uses a recognized model identifier.
- Filter Variable option IDs no longer leak into Eric’s context so it can work from readable labels instead of raw UUIDs.
- Eric no longer disappears after being collapsed in the widget editor.
Sharing and UI
- Password-protected share links no longer time out on unlock because every filter state was being rebuilt.
- Markdown widget headings now render at consistent sizes regardless of widget width.
- The mandatory 2FA setup dialog no longer overflows into a cramped scrolling column.
Widget stability
- Matrix widgets no longer crash when calculation data is incomplete.
- Table and matrix widgets no longer crash when restoring scroll position.
- Dashboards no longer crash when the sidebar is resized before the layout is ready.
Sync
- Incremental dataset sync no longer fails when column types differ between batches including Stemmons pagination.
- Incremental merges no longer fail when ID columns are stored as categorical types.
- QuickBooks Online sync now completes history crawls handles truncated change feeds without stalling incremental updates keeps General Ledger windows from timing out and keeps nightly or manual resyncs incremental instead of unexpectedly snapshotting.
- NetSuite Item Fulfillment dataset previews no longer time out.
v4.9.0
August 4, 2026Overview
This release expands Resplendent with native Google Analytics 4 and Datto RMM connections plus stronger query-powered filtering and table workflows. Admin controls are sharper and Eric is more transparent during long-running work while the app does a better job recovering after deployments instead of making your browser negotiate with stale JavaScript.
New integrations and richer data
- Connect Google Analytics 4 through OAuth and choose from 14 curated reporting datasets for traffic marketing ecommerce and lead analysis
- Sync Datto RMM sites devices users alerts and activity logs through a native read-only connection
- Analyze Zammad ticket tags as a dedicated dataset with one row for each ticket and tag
Flexible filtering and dashboard data
- Use saved Query Datasets as live option sources for Filter Variables
- Start faster with sample dashboards powered by continuously refreshed demonstration data
Administration and account access
- Admins can safely disable two-factor authentication for another user when account recovery is needed
- Users can request access to an existing company with administrator approval and email notifications
Query widgets and dashboard editing
- Query table widgets now provide clearer result-limit messages with improved column sizing direct drilldown access and better large-result exports
- Classic widget previews now wait until required datasets are selected and always use the latest editor state
- Table Query Widget results stay responsive with a focused dashboard view while complete detail remains available through drilldowns and exports
Integration data quality
- HubSpot Call Outcome values now display human-readable labels instead of disposition identifiers
- ConnectWise Agreements now include parent agreement IDs and names for better agreement hierarchy reporting
Eric and application reliability
- Eric now displays elapsed working time during longer runs and reports a clear failure if work stalls instead of appearing frozen
- Eric handles interrupted actions and lightweight background work more reliably
- Resplendent now prompts consistently when an update is ready and can automatically recover from stale application files after a deployment
Dashboards and query widgets
- Query table drilldowns and exports now open the correct detail data
- Advanced copies of Query Widgets now refresh correctly on the destination dashboard
- Missing layout or table metadata no longer causes dashboard and widget editor crashes
Sharing and browser compatibility
- Share Link viewers can no longer select dates outside the range saved by the dashboard owner
- Safari can now recover from stale application files after a release
- Profile avatars load more reliably when stored in protected cloud storage
- Header search remains readable across dark themes
v4.6.0
July 27, 2026Overview
This release expands Resplendent’s data ecosystem with native Snowflake and Zammad integrations while making dashboard sharing Query Dataset discovery and data lineage substantially easier. It also improves Eric’s reliability dashboard navigation transactional emails billing workflows and several sync and widget edge cases because software should help without leaving tiny rakes everywhere.
Snowflake Integration
- Added a native read-only Snowflake integration for bringing warehouse tables and views into Resplendent dashboards and reports.
- Added secure authentication through key-pair credentials or Snowflake programmatic access tokens.
- Added incremental syncing using primary keys and updated columns with full refresh support when incremental fields are unavailable.
- Added guided connection setup dataset selection credential validation and supporting Snowflake documentation.
Zammad Integration
- Added a native read-only Zammad integration for service-desk reporting.
- Added sync support for tickets ticket articles time accounting users organizations ticket states priorities groups SLAs roles and custom fields.
- Added incremental daytime syncing with nightly reconciliation so updated and deleted records remain accurate over time.
- Added permission-aware dataset handling and safer controls for internal notes long article content and attachment metadata.
Dashboard Sharing
- Added dashboard sharing directly from the dashboard view.
- Added controls for access requirements expiration dates folders filter visibility filter values and copying share links.
- Added an active-link count to the dashboard sharing control.
- Added Query Widget drilldowns to shared dashboards while preserving the permissions of the active share link.
Query Dataset Discovery and Lineage
- Added Query Datasets to global search including matching by name and description and direct navigation to the Query Definition Editor.
- Added Query Datasets as first-class nodes in data lineage.
- Added lineage details for Query Dataset sources dependencies validation state materialization and downstream widgets.
- Added direct navigation from lineage nodes into the associated Query Dataset.
Eric Reliability
- Improved Eric’s prompt and documentation handling so conversations carry less unnecessary context while retaining detailed SQL and authoring guidance when needed.
- Improved Eric’s knowledge workspace with additional formatting capabilities.
- Improved read-after-write behavior so Eric can immediately inspect newly created or updated dashboard definitions instead of briefly believing his own work has vanished into the cache dimension.
Dashboard and Widget Experience
- Added gated scrolling for Table Widgets Matrix Widgets and Query Widgets so scrolling the dashboard no longer gets unexpectedly trapped inside a widget.
- Added an accessible Unlock scrolling control when a widget contains additional content.
- Improved overflow detection after widget resizing data updates and dashboard layout changes.
- Improved Modified Dataset controls preset galleries selection indicators dialog sizing and long-name handling.
- Moved the Template Gallery into Settings for non-Liongard environments to simplify navigation.
Email Experience
- Redesigned core transactional emails for more reliable rendering across desktop mobile light mode and dark mode.
- Improved email layouts for invitations verification password resets share-link authentication audit digests and related account messages.
- Improved wrapping for long URLs and standardized branding buttons spacing and subject metadata.
Subscription and Billing Experience
- Improved subscription and feature-limit messaging for white-label environments.
- Hid unavailable subscription navigation and routes where billing is managed outside Resplendent.
- Improved Stripe customer portal access billing responsibility handling reseller billing trials and AI add-on lifecycle behavior.
- Improved billing-center guidance and account-specific upgrade messaging.
Data Filtering and Syncing
- Filters now correctly compare Date columns with Datetime columns.
- PostgreSQL sources with UUID array columns now preview and synchronize correctly.
- PostgreSQL incremental cursor handling and database read fallbacks are now more reliable.
Shared Dashboards and Widgets
- Shared-dashboard view tracking heartbeat counters and anonymous viewer metadata now behave correctly.
- Query Widget results no longer remain hidden after a queued request completes.
- Table Widgets no longer attempt grid operations after the widget has been destroyed.
- Dashboard sidebars now reset safely when layout options are unavailable.
- Chart sorting now handles missing x-axis values safely.
Interface and Platform Stability
- Drilldown date titles now format correctly.
- Missing or invalid URL values no longer cause rendering errors.
- Dashboard background colors no longer fail validation when no color is selected.
- Customer impersonation now handles missing customer information safely.
- Backend monitoring now filters normal message-channel shutdowns while preserving real failure reporting.
v4.5.0
July 14, 2026Overview
This release gives Eric a major upgrade with full dashboard-building capabilities and a customer-specific knowledge filesystem that lets him grow a useful understanding of each company over time. It also adds richer Query Widget formatting dynamic table column sorting better integration controls and a stack of fixes for Salesforce syncs share links dataset editing public links and UI edge cases that were getting a little too comfortable.
Eric Dashboard Builder and Customer Knowledge
- Eric can now help build complete dashboards instead of only assisting with smaller one-off edits or widget guidance.
- Added the Eric Knowledge Filesystem so Eric can build and maintain a structured knowledge base for each customer.
- Customer knowledge can now be browsed searched updated and refined over time giving Eric better context for future dashboard and data work.
- Added proposal workflows so customer knowledge updates can be reviewed approved or rejected instead of silently mutating reality like a spreadsheet with admin access.
- Added a Virtual Knowledge CLI for reading searching traversing and patching knowledge.
- Added scheduled cleanup for archived knowledge files.
Integration Controls
- Added enable and disable controls for integration connections.
- Disabled integrations now display clearer badges alerts and connection counts.
- Integration tier-limit checks now account for disabled connections so inactive connections do not consume active slots.
Query Widgets and Table Formatting
- Added expanded per-column Query Widget formatting for text numbers currency percentages scientific notation dates times and datetimes.
- Query Widget formatting now supports options like fraction digits grouping currency codes prefixes suffixes and 12-hour time display.
- Table and drilldown modal rendering now honor configured column formats.
- YAML editor autocomplete and schema help now include the new formatting options.
Dynamic Table Column Sorting
- Added opt-in table column auto-sorting for dynamic table columns.
- Users can sort visible columns alphabetically reverse alphabetically or by calendar-style ordering.
- Column sorting respects pinned column groups and affects visible column order without changing row order or column selection.
- AI authoring guidance and YAML/schema support were added for column sorting.
Widget Editing and Rendering
- Widget editing now saves the latest form state before updating existing widgets helping preserve selected columns and calculation settings.
- Widget edit overlay sizing and positioning were refined so controls sit more consistently above widgets.
- Query Widget preview reports PDFs exports and downloads now preserve displayed column ordering more consistently.
- CSV/table downloads now better match the displayed table order and use safer filename and CSV content handling.
Public Link Management
- Improved the public link manager UI with clearer folder navigation breadcrumbs dialogs labels and responsive layout.
- Folder editing and move-folder flows now have clearer headers labels and footer actions.
- New share links can preselect an initial destination folder.
- Link creation now preserves query parameters more reliably after navigation.
Dataset and Integration Display
- Custom integrations now display more clearly as Custom Integration in dataset and modified dataset lists.
- Dataset screens now handle missing or optional data source template titles more safely.
- Modified dataset edit actions now route users to the correct dataset settings page with the expected query parameters.
Profile and Account Experience
- Profile editing now has smoother avatar updates and password visibility toggling.
- Avatar upload handling now stores image data more reliably and enforces the upload size limit with clearer feedback.
- User profile state handling was updated for better UI reactivity.
Sync Agent Documentation
- Updated Sync Agent setup guidance with practical minimum recommended production and high-volume host profiles.
- Clarified supported host architecture Docker storage and network expectations.
- Updated QuickBooks Desktop and first-source connection docs to match current UI labels and setup flow.
- Clarified Business-tier availability and Staff/Admin permissions for Sync Agent setup.
Salesforce Sync Reliability
- Salesforce full syncs and incremental pulls now page through the full result set instead of stopping early.
- Salesforce query batch size is now sent separately and clamped to valid Salesforce limits.
- Salesforce backfills now avoid SOQL row-limit behavior that could prevent complete data retrieval.
Share Link and Email Verification
- Share link email verification now preserves leading zeros in 6-digit codes.
- The email verification dialog now uses a clearer step-based flow.
- Send and verify button states are now more accurate during the verification process.
Dataset Modifier and Date Handling
- Date and datetime value handling now works correctly in the find-and-replace data modifier tool.
- Replace flows now work more reliably for mixed selected columns and date/datetime NULL scenarios.
- Date picker state now stays more consistent when changing time types repeatedly.
Dataset Template and Table Template Fixes
- Dataset components now handle unavailable template information without loading errors.
- Table template application now targets the intended existing table more reliably.
- Table template updates now preserve the resolved table label with a safe fallback when no label is available.
User Management and WebSockets
- User deletion now shows a success notification before returning to the user list.
- User deletion now notifies the wider company more reliably after completion.
- Duplicate websocket connections are now prevented for the same socket.
Filter Bar and UI Polish
- Filter variable toolbar chips now handle long labels and overflow more cleanly.
- Filter chips now stay better aligned across screen widths.
- Public link dialog close buttons and plain text viewer dialogs now use more consistent styling and behavior.
- Websocket disconnect overlay behavior and messaging were improved so offline states close more reliably.
Modified Dataset Routing
- Modified dataset edit actions now navigate to the correct dataset settings path.
- Dataset details and custom integration IDs are preserved more reliably during modified dataset navigation.
v4.3.0
July 1, 2026Overview
This release expands Resplendent with native ClickUp and Salesforce integrations while bringing Eric directly into the Query Dataset and Query Widget editor workflow. It also improves sync-agent updates fiscal calendar comparisons template reliability and Liongard sync behavior because integrations are better when they do not arrive dragging a tiny operational haunted house behind them.
ClickUp Integration
- Added a native ClickUp integration with OAuth and personal-token authentication workspace selection secure token handling and OAuth callback support.
- Added ClickUp sync support for workspaces workspace members spaces folders lists tasks custom fields task custom field values time entries and time entry tags.
- Added ClickUp dataset setup preview behavior incremental sync support field transformations and per-table sync settings.
- Added user-facing ClickUp documentation covering setup authentication workspace selection available datasets sync behavior refresh intervals and troubleshooting.
Salesforce Integration
- Added a native Salesforce integration with OAuth support for production and sandbox environments authorization handling dataset discovery previews and full or incremental sync.
- Added Salesforce OAuth callback handling login-target-aware token refresh and stronger OAuth safety around state and PKCE validation.
- Added Salesforce sync tests and frontend authorization UI coverage for a more reliable setup flow.
Eric in Query Editors
- Added Eric directly inside the Query Dataset and Query Widget editors so users can create preview validate and save query-powered analytics in the editor workflow.
- Added a Query Definition Workspace for creating Query Datasets and Query Widgets together with persisted editor context and smoother resume behavior.
- Added Query Widget preview improvements with drilldown support stage-specific validation feedback and execution feedback.
- Added a chart capability advisor so Eric can make safer constrained chart recommendations for Query Widgets.
Sync Agent Updates
- Added a sync-agent updater sidecar with authenticated manual updates and throttled automatic updates.
- Added Check for Updates support across backend websocket and sync-agent screens with response status handling.
- Added scheduled on-prem sync-agent websocket connection rotation and reconnect-triggered update checks.
Query Authoring Improvements
- Improved Query Dataset and Query Widget authoring flows so Eric keeps better editor context across sessions and provides more useful help inside the workflow.
- Improved Query Widget preview and drilldown handling with clearer execution feedback and better validation around supported data sources.
- Improved query editor documentation and AI runtime guidance for the revised Query Definition Workspace flows.
- Refined weekly AI credit defaults and tier display labels.
Integration Sync Reliability
- Improved ClickUp syncing with dataset setup previews incremental sync behavior ClickUp-specific field transformations and per-table sync settings.
- Improved Salesforce API retry handling including Retry-After support and table-requirements resolution across sync and async integration paths.
- Improved sync-agent reliability around empty datasets and empty dataframe schema handling.
Templates Liongard and Documentation
- Improved template application by moving more template work into background tasks with safer blocking and non-blocking behavior.
- Improved Liongard syncing with centralized metric row fetching tighter retry behavior and safer concurrency limits.
- Updated user-facing documentation for AI credit warnings report image assets hydrated and dehydrated reports role and tier requirements ClickUp setup and related integration behavior.
Fiscal Calendar and Dashboard Fixes
- Fiscal calendar comparison behavior now propagates dashboard date filter periods more consistently through calculations.
- Previous-period and fiscal year-to-date comparison logic now handles widgets using fiscal calendars more accurately.
- Date and datetime range calculations now handle fiscal comparison edge cases more reliably.
Query Editor and Sync Fixes
- Query Widget and Query Dataset editor source restrictions now handle supported sources more consistently.
- Query Widget preview and drilldown template handling now reports supporting-dataset errors more clearly.
- Sync-agent inactive table handling now avoids incorrect critical or error paths for empty or inactive datasets.
- Liongard metric processing now handles nested value normalization more reliably.
- Salesforce table-requirements resolution now behaves consistently for sync and async integration paths.