EPI Portal

Changelog

Track all updates, improvements, and fixes to EPI Portal

Current Version

v4.6.0

Released

Jan 20, 2026

v4.6.0FeatureLatest
Margin Analysis Report
Jan 20, 2026
New Margin Analysis page for proactive pricingChannel-specific fee calculations (Amazon, eBay, Groupon, Walmart)Recommended price calculator to hit target marginExcel export with conditional formatting
Added
  • Margin Analysis page at /reports/margin-analysis
  • Channel selection: Amazon, eBay, Groupon, Walmart Marketplace
  • Automatic price file reading from data/CurrentPrices/
  • Margin calculation: Listed Price, Site Cost, Shipping, Fees, Margin $, Margin %
  • Channel-specific fee rates: Amazon/eBay 20%, Groupon/Walmart 18%
  • Recommended price calculator based on target margin
  • Price difference column shows adjustment needed
  • Filters: Target margin %, max margin filter, in-stock only
  • Summary stats: Total items, avg margin, below target count
  • Color-coded table rows: Red (negative), Yellow (below target)
  • Excel export with conditional formatting and summary sheet
  • Navigation links in User and Admin menus
Technical
  • New API: /api/reports/margin-analysis (GET for data, POST for channels)
  • New API: /api/reports/margin-analysis/export (Excel download)
  • Supports multiple file formats: Tab-separated (Amazon), CSV (others)
  • Handles Groupon special price format ("=""74.99""")
v4.5.0Feature
UPC Lookup & Master File Export Improvements
Jan 20, 2026
UPC Lookup export with color-coded column groupsAlternating blue vendor columns for differentiationMaster File reverted to light/pastel colorsFixed new items being excluded from export
Added
  • UPC Lookup export column rearrangement: Sales Info → Purchase Info
  • Color-coded headers: Indigo (main), Emerald (sales), Teal (purchase), Green/Blue (vendors)
  • Alternating blue shades for vendor columns (light/dark)
  • Dynamic column widths based on vendor name length
  • Center-aligned data cells for vendor price/qty columns
Changed
  • Master File export reverted to light/pastel colors (user preference)
  • Removed Status column from UPC Lookup export
Fixed
  • Dummy SKU filtering changed to client-side (keeps new items with NULL SKU)
  • New items (EPI Database = N) now properly included in Master File export
  • SQL NOT ILIKE NULL handling issue resolved
v4.4.0Feature
UPC Lookup Product Info & UI Improvements
Jan 19, 2026
Product info in UPC Lookup expanded viewResponsive sidebar navigationCustom EPI favicon and app iconsSales and purchase order history display
Added
  • Product Info in UPC Lookup: In Stock, Site Cost, Sold 30D/60D, Velocity
  • Last Sale and Last PO details (date, vendor, qty, cost)
  • "On System" badge indicating if item exists in inventory
  • Responsive sidebar - auto-collapses below 1024px
  • Sidebar toggle button with tooltips when collapsed
  • Custom favicon with "EPI" text on gradient background
  • Apple touch icon for iOS home screen
Technical
  • Data from epi_current_inventory (qty_sold_30, qty_sold_60)
  • Data from epi_master_sold (velocity, last_sold)
  • Data from epi_master_purchase_orders (PO history)
  • New files: app/icon.tsx, app/apple-icon.tsx
v4.3.0Feature
Vendor Upload Auto-Detection Improvements
Jan 20, 2026
Vendor-specific column mappingsSmart header row detectionVendor name normalizationMaster File includes inventory items
Added
  • Vendor-specific column mappings (ABDiversified, CBS, Nandansons, NYB, etc.)
  • Vendor-specific header row detection (ET row 11, Heritage row 12)
  • Vendor name normalization mappings (tjs-new-arrival → TJS, pww → PWW)
  • Master File view now includes items from epi_current_inventory
Fixed
  • Vendor name "Perfume Distributor" corrected to "Perfume Distributors"
v4.2.0Feature
Two-Sheet Master File Export & Vendor Consolidation
Jan 19, 2026
Two-sheet Excel export (All Vendors + Domestic Only)Color-coded column headersVendor Management consolidationAuto-create vendors on upload
Added
  • Two-Sheet Excel Export: All Vendors + Domestic Only sheets
  • Independent pricing calculations per sheet
  • Color-coded headers: Gray (status), Yellow (pricing), Orange (sales), Blue (inventory), Green (vendor), Purple (product), Teal (PO)
  • Auto-create vendor on upload if not exists
Changed
  • Vendor Management is now single source of truth for location
  • Removed separate Vendor Locations page
  • epi_active_vendor_offers now joins with epi_vendor_status
Fixed
  • Vendor name corrections: "Perfume Distributors", "Ratan Dubai" → "Ratan"
  • Added 9 missing vendors to Vendor Management
  • Fixed 4 vendors with "Unknown" location
v4.1.0Feature
Master File Export with Vendor Columns
Jan 18, 2026
Dedicated export API for full dataTwo sheets with separate calculationsVendor-specific columns (48 vendors × 2)Cell formatting with xlsx-js-style
Added
  • New Export API (/api/master-file/export)
  • Two sheets: All Vendors + Domestic Only
  • Domestic pricing recalculation (lowest, 2nd lowest, avg, median)
  • Vendor-specific columns: Price + Qty for each vendor
  • Cell formatting: center alignment, bold headers, column widths
Technical
  • Shadow SKU filter excludes SKUs ending with -US
  • xlsx-js-style dependency for Excel formatting
v4.0.0Major
Daily Sold Reports & Smart Replenishment
Jan 17, 2026
Daily sold reports by channelSmart replenishment recommendationsDynamic lookback periodsMulti-file upload with queue
Added
  • epi_sold_reports_daily table for daily granularity
  • Auto-detect channel from filename (Amazon, eBay, Walmart, etc.)
  • Multi-file upload with per-file status tracking
  • Date column auto-detection (Ship Date, Day, Date)
  • Orders + Units tracking for marketplace analysis
  • Dynamic lookback period (30, 60, 90 days)
  • Daily sales rate calculation
  • Restock qty rounded to multiples of 12
Changed
  • Perfumora files auto-default to vendor "Spectrum"
v3.9.0Feature
AI Assistant Enhancement (Phase 1)
Jan 17, 2026
Server-side chat historyChat history sidebarTrainable AI tasksXLSX generation API
Added
  • Server-side chat history - persists across devices
  • Chat history sidebar - view/restore previous conversations
  • Trainable AI tasks: SKU Report, Out of Stock, Vendor Comparison, Sales Trend
  • XLSX Generation API with formatting
  • Task execution logging for analytics
  • Scheduled reports foundation (epi_scheduled_reports)
Technical
  • New tables: epi_chat_history, epi_chat_sessions, epi_ai_tasks, epi_ai_task_executions
  • New API: /api/chat-history, /api/generate-xlsx, /api/ai-tasks
v3.8.0Feature
Master File with New Items from Vendors
Jan 16, 2026
New items from vendors integrated"On System" filter (Y/N/All)Expanded to 52K itemsOptimized view performance
Added
  • New items from vendor offers shown with EPI Database? = N
  • "On System" filter: Y (existing), N (new), All
  • Total items expanded from 25K to 52K
  • Export column order matches user Excel format
Fixed
  • Chunked uploads for large files (>4.5MB)
  • Fixed 504 timeout with optimized view using window functions
  • Fixed inprocess_90.csv detection
v3.7.0Feature
Master File Upload Improvements
Jan 15, 2026
Single drop zone auto-detects file typeFile queue for multiple uploadsDirect REST API (fixes Forbidden errors)Site is now public (no login)
Added
  • Single drop zone with auto-detection
  • File queue - drop multiple files, review, upload all
  • Direct REST API bypasses Supabase client RLS
Changed
  • Site is now public - no Google login required
  • Middleware disabled - all routes accessible
Fixed
  • Missing auth components added
  • TypeScript errors in order-trends API
v3.6.0Feature
Order Trends & Slow Movers Analysis
Jan 13, 2026
New Order Trends reportSlow movers detectionEnhanced Out of Stock reportAI chatbot order queries
Added
  • Order Trends report (/reports/order-trends)
  • Daily order trends with channel comparison
  • Slow Movers - products sold 8-30 days ago but not last 7 days
  • Out of Stock analysis with vendor availability
  • Enhanced AI chatbot (n8n v6) with order trend queries
  • Sales trend indicator (declining/stable/growing)
  • Days of stock remaining calculation
  • Top 3 vendor information
Changed
  • Order Trends and Out of Stock added to Orders menu
v3.5.0Feature
Help Documentation System
Jan 7, 2025
New Help Center page with searchable documentationContextual help buttons on all 18 pagesAI Assistant can now answer "How do I..." questionsSlide-out help drawer with tips and warnings
Added
  • Help Center page (/help) - searchable documentation hub
  • Full documentation for all portal features with accordion sections
  • FAQ section with common questions and quick links
  • Contextual Help Buttons (?) on all 18 pages
  • Slide-out drawer with tips, warnings, and related links
  • AI Help Integration - epi_help_documentation table for AI queries
  • Help search API endpoint (/api/help-search)
Technical
  • New table: epi_help_documentation with full-text search index
  • Sheet component (shadcn/ui) for slide-out help panels
  • Accordion component for expandable documentation sections
  • HelpButton component with HelpContent interface
v3.4.0Feature
Order Summary Improvements & Temu Tracking
Dec 31, 2025
New Temu Tracking File Generator toolOrder Summary now shows both views on one pageFixed timezone issues - always uses ESTShadow SKUs (-US) excluded from inventory
Added
  • Temu Tracking Generator page (/reports/temu-tracking)
  • Upload Temu portal CSV and SellerCloud Excel to generate tracking file
  • Auto-match orders and generate submission file for Temu portal
  • Expand/collapse button on Top Items - shows top 3 by default, expand to see 10
Changed
  • Order Summary: Both Channel Comparison and Top Items now on same page (no tabs)
  • Order Summary: 3 channel cards per row on wide screens (was 2)
  • Order Summary: All channels show top 3 items by default (including JTV/Mason)
  • Order Summary: Percentage display now shows +X% or -X% with whole numbers
  • Order Summary: Tuesday now hides Yesterday column (Monday has weekend cumulative)
  • Order Summary: All dates now use EST timezone for consistency
  • Inventory Upload: Shadow SKUs ending with -US are now excluded
  • Inventory Upload: New validation stat shows count of shadow SKUs removed
Fixed
  • Fixed timezone issue causing wrong date on mobile devices
  • Fixed percentage showing wrong sign for increases/decreases
  • Fixed Order Summary API permission error (now uses server-side API)
v3.2.0Feature
Order Summary Report & Feature Request System
Dec 30, 2025
Order Summary report is now fully workingNew Feature Request ticketing systemUsers can submit and track requestsImproved column auto-detection for vendor uploads
Added
  • Order Summary report - fully functional with date picker, defaults to today
  • Top Items by Channel - shows SKU, Units Sold, Available, OnOrder, Price
  • Channel Comparison - Today vs Yesterday vs Last Week with % change
  • Smart Monday/Tuesday comparison - Monday hides yesterday (weekend), Tuesday notes cumulative
  • Top 3 items for most channels, Top 10 for JTV and Mason
  • Feature Requests page (/requests) - submit bugs, suggestions, new report requests
  • Request tracking - look up by email or ticket number
  • Conversation thread - back-and-forth comments on requests
  • Admin dashboard (/admin/requests) - manage all requests with status workflow
  • Status workflow: New → Under Review → Planned → In Progress → Completed/Declined
Changed
  • Vendor Upload: EAN and MPN columns now auto-detected as UPC
  • Vendor Upload: Designer column now auto-detected as Brand
  • UPC cleaning strips Unicode encoding artifacts (invisible characters)
  • Header row detection includes more keywords (ean, mpn, gtin, designer)
  • Auto-fill vendor name mappings: Giftexpress → Gift Express, Mtzpricelist → MTZ, Nandansons Wholesale → Nandansons, Nyb Pricelist → NYB
Technical
  • New tables: epi_feature_requests, epi_feature_comments
  • New API routes: /api/requests, /api/requests/[id], /api/requests/[id]/comments
  • Ticket numbers auto-generated (REQ-YYYYMMDD-XXXX)
  • Navigation updated with Feature Requests link
v3.1.0Feature
Out of Stock Report & Master File Enhancements
Dec 21, 2025
New Out of Stock Report with vendor infoSold Report Upload for marketplace channelsMaster File uses inventory names for on-system itemsUPC validation improved - no special characters
Added
  • Out of Stock Report - calculates shortage based on 30-day sold data
  • Sold Report Upload - upload per-channel marketplace sales (9 channels)
  • Vendor info in Out of Stock Report (Top 1, Top 2, domestic only)
  • Restock recommendations in multiples (6, 12, 24, 36...)
  • Channel checklist UI showing upload status
  • Reset All button for sold reports data
  • SKU column in Master File from inventory
  • "Already on System" column (Y/N) for identifying new items
  • Top 2 vendor column with name, price, qty
Changed
  • Master File uses inventory product_name for on-system items
  • Master File sorted: on-system items first (by SKU), then new items
  • Exclude shadow SKUs ending with -US from inventory lookup
  • UPC validation rejects special characters (apostrophes, quotes)
  • No more UPC splitting - takes first valid UPC only
  • Clean upc_raw without [1/2] notation
Fixed
  • Items with on_order > 0 excluded from Out of Stock Report
  • Slash-separated UPCs no longer create duplicate rows
Technical
  • New table: epi_sold_reports for marketplace sales data
  • New API routes: /api/out-of-stock, /api/sold-upload, /api/sold-upload/reset
  • Delete-then-insert pattern for sold report uploads
  • UPC normalization consistent across all reports
v3.0.0Major
AI Chat Assistant with n8n Integration
Dec 8, 2025
Full page ChatGPT-style chat experienceMarkdown rendering for AI responsesCSV export directly from chatPersistent chat with session memory
Added
  • Full Page Chat (/chat) - ChatGPT-style interface with sidebar
  • Chat Widget - floating bubble on all pages, persistent across navigation
  • Markdown rendering - tables, bold, lists, code blocks render properly
  • CSV Export from Chat - "Download CSV" button for query results
  • Chat persistence - messages saved in localStorage
  • Session memory - n8n remembers conversation context
Technical
  • n8n Workflow v3 with GPT-4o-mini (4096 max tokens)
  • PostgreSQL tool for database queries
  • Window buffer memory for conversation context
  • react-markdown for rendering AI responses
  • Export data parser supporting multiple formats
v2.9.0Feature
Vendor Management UI & New Items Toggle
Dec 7, 2025
Control which vendors appear in New ItemsApple-style toggle switchesReal-time Supabase updates
Added
  • New Items Toggle - control vendors in New Items report
  • Apple-style toggle switch (green/grey)
  • New "New Items Enabled" stats card
  • Vendor Management API (/api/vendors/manage)
Fixed
  • Toggle not saving - fixed with direct REST API calls
  • PostgREST schema cache refresh documented
  • Response body stream error handling
Technical
  • Direct fetch to Supabase REST API for updates
  • Service role authentication for API routes
  • show_in_new_items column added to epi_vendor_status
v2.8.0Feature
Vendor File Export & New Items Overhaul
Dec 6, 2025
Export vendor data by upload dateNew Items with vendor filter & min vendors sliderFixed inventory upload for large files
Added
  • Vendor File Export page - export by offer date
  • New Items overhaul - domestic vendors not in inventory
  • Multi-select vendor filter with search
  • Min Vendors slider (1-10) for filtering
  • KPI Dashboard for New Items stats
Fixed
  • Inventory Upload - fixed "Payload Too Large" with batching
  • Handles 25k+ records with progress indicator
  • Inventory upsert logic (no data loss on re-upload)
  • Vendor Export timezone consistency
Technical
  • Client-side batching (500 records per request)
  • New API routes: /api/vendor-export, /api/new-items
  • Uses epi_active_vendor_offers for latest-file-wins
v2.7.0Feature
AI Chat Assistant & UPC Lookup Improvements
Dec 5, 2025
AI-powered chat assistant (n8n integration)UPC Lookup now supports up to 1,000 UPCsFixed UPC count display accuracy
Added
  • AI Chat Assistant - floating chat widget on all pages
  • n8n webhook integration for AI-powered queries
  • Ask questions about vendors, prices, and items in natural language
Fixed
  • UPC Lookup timeout for large batches (now 60 seconds)
  • UPC Lookup limit increased from 100 to 1,000
  • Vendor Offers "Unique UPCs" count now accurate
  • Duplicate UPCs automatically removed before search
Technical
  • Added maxDuration=60 for UPC lookup API
  • Chat API route with n8n webhook connection
  • Setup documentation for AI agent workflow
v2.6.0Feature
Pivoted Export Format
Dec 4, 2025
One row per UPC with all vendors as columnsExports ALL filtered resultsDedicated export API for large datasets
Added
  • Pivoted CSV export - vendors as columns for easy comparison
  • Dedicated /api/vendor-offers/export endpoint
  • Export shows total count before downloading
  • Loading indicator during export
Fixed
  • Export now includes ALL items (was only 50 per page)
  • Export respects all current filters
Changed
  • Export filename includes UPC count
  • New spreadsheet icon for export button
v2.5.1Patch
Master File Export Fix
Dec 4, 2025
Fixed Master File Export not finding dataAuto-loads active vendor offersAdded best price indicator
Fixed
  • Master File now uses active vendor offers view
  • Data auto-loads on page visit
  • No longer requires manual date selection
Added
  • Best price indicator (green checkmark) in export
  • Vendor location column in exports
  • Date range display for data
v2.5.0Feature
Documentation & Role-Based Navigation
Dec 4, 2025
New in-app changelog pageRole-based navigation (Admin vs User)AI assistant context for better support
Added
  • In-app changelog page for tracking updates
  • Role-based navigation toggle (Admin/User modes)
  • CLAUDE.md for AI session continuity
  • User mode shows reports by default
Changed
  • Reorganized sidebar for clearer navigation
  • Default view is now User mode (reports-focused)
v2.4.0Feature
Vendor Offers Filter Improvements
Dec 4, 2025
Multi-select vendor filter with searchMin vendors slider controlServer-side filtering for accuracy
Added
  • Loading banner with progress indicator
  • Skeleton loaders for statistics
  • Multi-select vendor filter with checkboxes
  • Slider for minimum vendor count
Fixed
  • Filter timing issue when data loading
  • Vendor filter searches entire dataset
  • Min vendors counts across all data
Technical
  • Server-side filtering for all filters
  • API supports comma-separated vendors
  • Improved pagination for filtered results
v2.3.0Feature
Vendor Upload Enhancements
Nov 30, 2025
Smart UPC splitting & validationFlexible header row selectionScientific notation handling
Added
  • Auto-split multiple UPCs in one field
  • Excel scientific notation handling
  • Flexible header row selection (any row)
  • Split row indicators with badges
Fixed
  • Build errors blocking deployment
  • ESLint prefer-const errors
v2.2.0Feature
Navigation & Organization
Nov 15, 2025
Reorganized navigation menusChannel mappings managementVendor locations tracking
Added
  • Daily Order Management dropdown
  • Channel Mappings CRUD page
  • Vendor Locations management
  • Domestic/International classification
Changed
  • Navigation reorganization
  • Improved success notifications
v2.1.0Feature
Vendor File Processor
Nov 3, 2025
Automated vendor file processing96% time reduction (3hrs to 5min)Multi-format support (xlsx, csv)
Added
  • Vendor File Processor feature
  • Multi-format support (.xlsx, .xls, .csv)
  • Intelligent column auto-detection
  • Real-time preview with validation
v2.0.0Major
Unified Portal Architecture
Oct 15, 2025
Complete architecture redesignNext.js 15 with App RouterUnified single application
Added
  • Unified single application
  • Next.js 15 with App Router
  • TypeScript implementation
  • Supabase integration
  • KPI Dashboard
For detailed technical changes, see the full commit history on GitHub.