generated: '2026-07-21'
method: searched
source: https://docs.socotra.com/other-resources/release-notes
scheme: date-based monthly releases (no semantic versioning)
current: '2026-08-12'
entries:
- date: '2026-08-12'
  title: Removal of Deprecated List Query Parameter
  breaking: true
  highlights:
  - The `extended` query parameter is phased out from /list endpoints.
  - ListPageResponse becomes the default response format across 57 endpoints.
- date: '2026-07-15'
  breaking: false
  highlights:
  - Socotra Assistant configuration support.
  - Integrations Plugin launch.
  - New login page.
  - Policy transaction extension-data capability.
  - Documentation improvements.
- date: '2026-07-08'
  breaking: false
  highlights:
  - Installment Grouping feature for controlling invoice generation logic.
  - Data Lake tables enhanced with new fields.
  - Updated plugin documentation.
- date: '2026-07-01'
  breaking: false
  highlights:
  - New task dashboard beta with enhanced filtering.
  - New `object` data type for extension data.
  - Document trigger states expanded.
  - Credential status API endpoint added.
- date: '2026-06-24'
  breaking: false
  highlights:
  - Documentation enhancements (Data Lake Table Index, Delta Files, Automation Plugin guide).
  - Search capabilities expanded.
- date: '2026-06-17'
  breaking: false
  highlights:
  - New documentation experience launched as default.
  - Preferred Quotes feature for quote-group optimization.
  - Data Lake regenerated for improved no-op handling.
- date: '2026-06-10'
  breaking: false
  highlights:
  - Producer Management enhancements supporting licenses and appointments.
  - Products can require valid producer credentials.
  - Bug fixes for transaction preferences and autopay timing.
- date: '2026-06-03'
  breaking: false
  highlights:
  - External Numbering Support for external quote/policy numbering.
  - Diary entry associations expanded.
  - Installment update capabilities and invoice consolidation configurability.