Release Notes

What’s new in ClarityCalc

20260518.01 — Import Labor Roles from Autotask PSA

You can now import labor roles directly from Autotask instead of creating them by hand.

Go to Settings → Integrations → Autotask → Labor Roles, or use the Import from integrations → link on the Labor catalog page (Owner only).
ClarityCalc fetches your active, non-system roles from Autotask and shows them in a preview table. All rows start deselected — nothing is imported until you choose.
Imported roles set the hourly burden rate to $0.00. Set your own burden rate after import. The Autotask billing rate (what you charge clients) is stored separately as read-only reference.
Re-importing later updates the role name and Autotask billing rate without overwriting the burden rate, margin, or notes you have entered.

20260429.01 — Integration improvements & Pax8 Products

Synced fields are now read-only on the product form, with provider attribution and the date each value was last synced. To edit a synced field, unlink the product from that provider — the option is right next to the product name. The products list has a new Source filter, so you can view all products, products synced from a specific provider, manually-managed products, or any combination.
Sync review now shows usage context for each product change: how many active plans across how many clients reference the product. A unit cost change that affects 14 plans across 8 clients gets the attention it deserves.
Pax8 cost data is now structurally accurate: usage-based products (Azure, AWS) are excluded from sync by default to prevent $0 cost imports, and prices resolve to the correct volume tier and commitment term based on your actual subscription quantities.
Field mapping reassignment now works correctly — reassigning a field from one provider to another reflects immediately in the UI without requiring a page reload.

20260420.03 — CPI Slider & Plan Financial Timeline

Model CPI and annual price increases alongside existing discounts. A new collapsible Price Adjustments panel shows both controls and a full breakdown of how base price, CPI, and discount combine into the final plan price.
Replaced the Margin Outlook bar chart with a time-series line chart showing your plan's revenue and cost trajectory, including projected step-ups for discount expirations and CPI increases at renewal.

20260420.02 — Admin & Import Improvements

Import and export for labor roles and vendors: You can now bulk-import and export labor roles and vendors via CSV/XLSX, using the same upload flow as products and clients. Downloadable templates included.
Vendor table now shows active product count: Each vendor row displays how many active products are linked to it, so you can see at a glance which vendors are in use before making changes.
Admin menu reorganized: Branding tab moved to the far right. Categories and vendor management now live on their own "Categories & Vendors" tab, separated from Unit Cost Type configuration.

20260420.01 — Plan Editor Improvements

Filtering and pagination on plan tables: Product, service bundle, and package tables in the plan editor now support text search, category, and vendor filters, plus pagination at 50 items per page. Filter bars appear automatically when a table has 10 or more items.

20260419.02 — Bug Fixes and Improvements

Fixed: Plan duration dates were off by one day. A 1-year plan starting Jan 1 now correctly ends Dec 31 (not Jan 1 of the following year). Renewals start seamlessly the next day with no gap.
Fixed: Calculated unit cost types (e.g., "Total Endpoints" = Workstations + Servers) now compute automatically on the client page. These fields are read-only and update in real-time when source values change.
Fixed: Insights widgets on the plan page now update in real-time during edit and revision mode, matching the info bar. No more conflicting numbers on the same screen.
Fixed: Plan history now shows the source plan's name (with a clickable link) instead of a raw database ID when a renewal is created.
Fixed: Plan metadata changes (name, dates, description) and bulk price override actions now write to plan history. Previously these edits could be made with no audit trail.

20260419.01 — Vercel Platform Security Incident: Precautionary Credential Rotation

Vercel, ClarityCalc's hosting provider, disclosed a security incident on April 19, 2026. Our review of Google Workspace, Vercel activity, and admin logs showed no indicators of compromise on the ClarityCalc side.
As a precaution, we rotated all platform secrets (session key, database credentials, and third-party integration keys) and confirmed every environment variable is marked as "Sensitive" in Vercel so values are encrypted at rest.
No customer or plan data was affected. Users who were signed in prior to the rotation will have been logged out once and can sign back in normally, no other action required.

20260418.01 — Terminology Updates

We've updated several terms across ClarityCalc to better reflect how these concepts are actually used:

Services are now Service Bundles
Bundles are now Packages
Unit Type is now Unit Cost Type
SOW Footer is now Appendix

These changes apply everywhere: navigation, plan editor, catalog pages, admin settings, and the SOW document. No functionality has changed. Everything works the same way, just with clearer names.

20260411.02 — Autotask Product Sync

New features

Import products from Autotask. A step-by-step wizard walks you through mapping Autotask fields to ClarityCalc fields, reviewing what will be imported, and executing the sync.
Configurable field mapping. Choose which Autotask field maps to each ClarityCalc product field. Sensible defaults are pre-selected. Configure once, reuse on every sync.
Expanded product fields. Products now support MSRP, category, internal description, active/inactive status, billing model, vendor commitment tracking, and purchased quantity. Use purchased quantity to compare what you buy from a vendor against what you've allocated across client plans.

20260411.01 — Plan Duration Options

Plans now support a duration field: 6 Months, 1 Year, 3 Years, 5 Years, or Custom
Selecting a preset automatically calculates the plan's end date from its start date
Changing the start date on a preset plan recalculates the end date automatically
Duration and end date are visible on the plan detail page

20260410.01 — Plan Activation Price Lock & Duplicate Product Warn

Price lock on activation

Prices now lock when a plan is activated. The client-facing rate per seat is frozen at the moment a plan transitions to ACTIVE. Seat counts remain live. Adding a seat scales MRR proportionally at the locked rate.
Per-line lock indicators. A blue padlock icon appears next to each locked item in the composition table, showing when the price was locked and whether the catalog price has drifted since.
Vendor cost changes are visible, not silent. After activation, catalog price increases show up as margin drift rather than silently changing the plan's MRR. The composition table shows the MSP's real cost picture while the headline numbers reflect the client's contracted rate.
Renewals inherit the prior plan's pricing. Creating a renewal from an active plan carries forward the locked rates as a baseline, so the MSP can see exactly what the client was paying.
"Update to Current Catalog Pricing" action. Available on renewal and draft plans. Clears locked prices and shows what the plan would cost at today's catalog rates (useful for renewal negotiations.)
Revision mode preserves locked prices. Existing lines keep their locked rates during a revision. New items added during a revision use live catalog pricing until the plan is re-activated.

Duplicate product warning

Info indicator in the plan composer. When a product is added directly to a plan that's already included as an internal component of a service on the same plan, a blue info icon appears with a tooltip naming the service. The MSP can still add the product. It's informational, not a block.

20260408.01 — Chart Bug Fix & Custom Unit Type Expansion

Bug fixes

Dashboard and client KPIs no longer include future-dated plans. MRR, cost, margin, and contributing plan counts now reflect only plans that are currently active. Renewal plans scheduled for the future and active plans whose effective date hasn't arrived are excluded from current metrics. Forecasting surfaces (Renewal Pressure widget, MRR Timeline) are unchanged and continue to show future data.
Plan date validation. End date must now be at least one calendar month after the start date. Plans with no end date (open-ended) are unaffected.
Custom unit types now produce correct pricing. CUSTOM-typed services and products were silently calculating as $0 on all aggregation surfaces. The data pipeline now correctly resolves custom unit counts through the pricing engine.

Custom unit type improvements

Client edit form supports custom unit counts. Custom unit types are listed alphabetically with default types.
Seats overview donuts include custom types. Both the plan detail and client detail donut charts now show segments for custom unit types.
Plan composition table shows correct counts for custom-typed items (was displaying 0).
Custom type names resolved across the app. List pages, composition tables, and picker surfaces now show actual custom type names instead of generic "Custom."

20260407.01 — KB Documentation Site Launch

Public docs site now live at claritycalc.io/docs
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