Changelog.
A record of what's shipped, and when. New entries at the top.
v1.1.0
Durability, reliability, and polish.
Headline changes
- Persistent local storage with three rotating snapshots and recovery dialog on corruption
- Last-backup freshness indicator with one-click backup from the footer
- First-run welcome dialog and cloud-folder backup guidance
- 1099-NEC labeling specificity throughout Tax Center and contractor entity dropdown
- Restore hardening and invoice number uniqueness enforced at save
- In-app dialogs replace native browser prompts
- Footer restructure, mobile polish, and visual + positioning refresh aligning with the landing page
The animating problem with browser-stored data is that localStorage holds your work until something interrupts it. A browser eviction sweep, a clean reinstall, or a tab that closes unexpectedly can all cost the file. v1.1.0 layered four mitigations on top of the JSON backup workflow that already existed. On first run, TaliiVue now asks the browser to mark its storage as persistent through the standard navigator.storage.persist() API, which tells the browser to protect the data from routine eviction. While you work, three rotating snapshots (taliivue_snap_0, _1, _2) are written automatically as a fallback, and if the primary record ever fails to load on startup, a recovery dialog offers to restore from the most recent valid snapshot before anything is overwritten. The footer now displays a freshness indicator showing how long it's been since your last manual JSON backup, turning amber when you've drifted from the habit; clicking it triggers a backup immediately. And the welcome dialog and privacy modal both note that you can optionally keep the TaliiVue folder inside iCloud Drive, Dropbox, or Google Drive for cross-device backup mirroring. The app itself still makes zero network requests in any of these cases. The cloud provider is just syncing the folder.
Tax-accuracy work threaded through the same release. The Tax Center labels now use the specific 1099-NEC form name rather than the generic "1099," making the distinction from the platform-issued 1099-K explicit. The contractor entity-type dropdown spells out the 1099-NEC implications inline (sole proprietors and default-tax LLCs are subject; S-Corp and C-Corp filers are generally exempt), so you pick the right option without cross-referencing IRS guidance mid-entry. Invoice numbers are now checked for uniqueness at save, preventing duplicates from sneaking through into accounting exports. JSON restore sanitizes incoming records to block any injected HTML or script payloads from a malformed backup file.
The rest is polish. The native browser alert() and confirm() prompts were replaced with in-app dialogs that match the app's dark theme. The footer was restructured into a utility strip and a copyright strip for cleaner mobile layout. The mobile Clear-sample-data button now follows the same hide logic as desktop. The background gradient was ported from the landing page with app-tuned alphas, keeping the purple-left, teal-right composition consistent across the two surfaces. First-time users now see a short orientation dialog covering local storage, backups, and the optional cloud-folder placement. The in-app voice was refreshed to match the "See everything. Share nothing." positioning used on the landing page and Gumroad listing.
If you're updating from v1.0.0: back up first, replace index.html in the same folder, and your data loads automatically. Don't move or rename the file.
v1.0.0
Initial release.
Launch features
- Dashboard with year-over-year stats and monthly Profit & Loss
- Pipeline with weighted forecasting and Convert-to-Client flow
- Invoices with aging, paid-date tracking, and payment-method 1099 classification
- Tax Vault (Gold Standard + Custom) and Quarterly Deadlines tracking
- 1099-NEC Tracker with OBBBA 2026 thresholds and Zelle reclassification
- Clients and Contractors with W-9 status and full invoice history
- JSON backup and restore with timestamped filenames, plus CSV accounting export
The first release of TaliiVue shipped the product as a single HTML file you save to a folder and open in any modern browser. Everything you enter is stored in localStorage on your machine.
For tracking, the Dashboard showed revenue from paid invoices, outstanding balance, total expenses, and active client count, with a year selector that lets you view any year independently and a monthly revenue chart alongside a Profit & Loss summary. Pipeline tracked leads from Lead through Proposal sent, Negotiation, and Closed (won or lost), with a weighted-pipeline view that filters to near-term revenue and a Convert to Client flow that opens a pre-filled invoice in one click. Invoices supported full status management (Unpaid, Paid, Overdue, Draft) with paid-date tracking, aging indicators, and payment-method-driven 1099 classification. Expenses categorized costs with optional contractor linking that auto-fills the category to Contractor payment.
For planning, Tax Vault provided a tax set-aside calculator in two modes: the Gold Standard rule at a flat 30%, or Custom mode for setting your own federal bracket and state rate. Quarterly Deadlines auto-calculated 1040-ES due dates with weekend adjustment and per-quarter paid tracking. The 1099 Tracker monitored both client and contractor 1099-NEC thresholds under OBBBA 2026 rules, with Zelle correctly classified as a direct payment, and W-9 status indicators on every record.
For filing, JSON backup and restore handled full data export and recovery with timestamped filenames, and a CSV export sent flat data to your accountant or to Excel.
Clients and Contractors carried contact details, status, W-9 tracking, and full invoice history per record. An onboarding checklist on the Dashboard walked new users through setup. A year-end checklist appeared in December covering backup, export, and W-9 verification. A pulsing green dot in the header functioned as a local session indicator, and an auto-backup reminder appeared after every 10 new entries.