🔄 Q2 2026 (June 2026) — Salesforce ETM Reconcile & Territory Change History (v2026.06.10)

• ✨ Feature — Salesforce ETM role & owner reconciliation: detect and resolve territory role/owner drift between BoogieBoard and Salesforce, scoped to a node and its descendants, with per-territory skip
• ✨ Feature — Salesforce push preflight from the node-tree navigator — review account/assignment history, temporary coverage, and bulk checks before pushing territories to Salesforce
• ✨ Feature — Territory change history with restore points — track territory changes over time, auto-save a restore point before node merges/deletes, geo-solution history, and per-scenario baselines
• ✨ Feature — Node-tree navigator search — find nodes and balancing goals by the attributes they use, hide territories, and see live match indicators while searching
• ✨ Feature — Scenario dashboard upgrades — favorite, hide, and archive scenarios, rename from a modal, archived-state notices, and a dedicated collaborator home
• ✨ Feature — Account Family table search and advanced filtering, with all families surfaced in the family view
• ✨ Feature — Datasource live view with async sync-status and data-integrity panels, plus re-sync scheduling options
• ✨ Feature — Live pivot updates over websockets so tables refresh automatically as assignments change
• ⚡ Performance — Faster account-family hierarchy assignments, faster account search
• 🐛 Fix — Reconcile, filter, and pivot polish
  • e3e06cc — Duplicate-owner error during role reconcile (territory rep vs. owner assignment drift)
  • 8594531 — Advanced Filter cross-field token using the label instead of the field in the accounts table
  • a7787e3 — Pivot table failing to rebuild after adding the Salesforce refresh
  • 63534e6 — Stale account ownership showing in the entity view
  • 8725598 — Territory-change modal not reloading cleanly on cancel

🎯 Q1 2026 (March 2026) — Transition Automation & Map Refresh (v2026.03.15)

• ✨ Feature — Transition automation with start/end dates on roles, automated territory transitions, and a Recent Changes view with one-click restore
• ✨ Feature — Boundary editor refresh: heatmap overlays, hide/show layers, batch lock/unlock, polygon selection, and German ZIP support
• ✨ Feature — Account Reconciliation modal to find and resolve mismatches between BoogieBoard and your CRM
• ✨ Feature — Compare Assignments diff viewer with Excel export
• ✨ Feature — Territory-inside-territory (subregion) support and geo merge/subdivide
• ✨ Feature — Pivot column manager with deviation thresholds, group visibility, custom names, and reorder-aware coloring
• ⚡ Performance — Faster account list, widgets, and unassigned/lost/gained views; snappier pivot loads