Five Elements

Client & Team Portal
Five Elements Accounting & Advisory

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v2.7.446-sole-practitioner-assignment

All jobs

Hide completed

	Job	Client	Type	Period	Assignee	Due	Status	Sub-tasks	Alerts

New Client Intake

Copy this link and send it to a new client. The client will choose their client type, complete the onboarding form, and submit it. CW will save the full PDF/XLSX record to this practice’s New Client folder and list the submission below for review.

Your New Client Form Link:

Client	Type	Primary Contact	Services	AML Follow-up	Status	Files	Actions

No submissions yet.

Groups

Client directory

Import

	Legal Name ↕	Nick ↕	Client Group ↕	Entity ↕	Contact ↕	Email ↕	Obligations ↕	Active jobs ↕	Status ↕

Staff & access

Manage staff members, roles, login status, MFA, and permissions.

Client Portal Access

Review client portal access and supported sign-in method.

	Entity type ↕	Legal name ↕	Contact ↕	Email ↕	Login method	Actions

AML/CTF Compliance

My Timesheet

From To Under min

Team

From To

Timesheet Settings

Administration Workspace

Manage filter lists used across the portal.

Define step-by-step workflows for each job type

Bulk create jobs

Step 1 — Filter clients

A-Z:

	Name	Entity	Group	Contact	Active jobs

0 clients selected

Step 2 — Job details (applied to all selected clients)

Job type *

Period *

Assignee

Due date

Status

Documents required (one per line)

Notes

Optional workflow stages

ATO Payment Plan NOA Distribution (Individual only)

Step 3 — Preview & create

Select clients and fill in job details to see preview.

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Gentle Nudge

User guide

E-Sign Requests

Routine Board

Job detail

Attach file

Full name *

Role *

Manager level Can create/edit/delete jobs & clients

Mobile

Status

or copy from:

App Settings Permissions

Feature	Allow

App Usage Permissions

C = Create M = Modify D = Delete A = Archive U = Use

Feature	C	M	D	A	U	All

Chaseless Whisper — Version History

v2.7.361-memo-resize Latest · 2026-10-26

Staff memo windows retain width/height resizing after opening and restore their saved size within the current screen.

v2.7.360-job-grouping · 2026-10-23

Jobs filters group work by job type, reporting period or due month, with completed and total counts. Home shows job-type and period completion and excludes ASIC from its Job summaries and lists. Group summaries use the current authorised job list without additional API calls or changes to job records.

v2.7.358-routine-signing-evidence · 2026-10-21

Jobs separates work jobs from routine ASIC Annual Review tasks. New automatic ASIC tasks receive a compact checklist; client saves no longer depend on having opened Routine Board first. Existing signing metadata is shown in Audit Trail with explicit provenance, without inventing missing link-open or email events. Completed requests display completion-email evidence separately. Microsoft sharing errors retain sanitized diagnostics; sharing policy and customer files are unchanged.

v2.7.357-signing-success-state · 2026-10-21

Successful public signing stays complete even if PDF viewer cleanup fails. Completed pages cannot resubmit or reload a consumed link on mobile rotation. New signing snapshots and default uploads use Chaseless Whisper instead of legacy folders. Existing files and pending requests are preserved. Access, consent, hash and single-use checks remain unchanged. No real signing, resend, file moves or permission changes were performed.

v2.7.356-business-activity-trail · 2026-10-21

Audit Trail uses plain business activities: signature request created, sent, opened, completed, and completion email sent. Technical PDF/render/submission stages are excluded from the activity list and export and no longer add audit writes. Existing stored records are preserved. Request creation, successful request email sending and staff signing transitions are recorded at their server boundaries; identity and delivery qualifications remain available in tooltips/export.

v2.7.355-signing-copy-feedback · 2026-10-21

New empty drafts after completed requests no longer show a blocking browser confirmation. Copy Link immediately shows preparation status, with an in-app signatory selector and manual copy fallback instead of delayed native prompts. Expanded Audit Trail refreshes on return to the window or reopening the section, with throttled/coalesced reads and count updates, not background polling. Completed documents, pending-request duplicate protection, access checks and non-rotating link issuance remain unchanged.

v2.7.354-job-audit-trail · 2026-10-21

Job Change History becomes Audit Trail, retaining existing entries alongside server-timed signing, verified client upload and browser-reported activity. New server-managed records carry per-record integrity signatures, cannot be edited/deleted through CW, and keep retained jobs from destructive deletion. Staff can view relative/exact Sydney times, filter evidence types and export history. This is not a WORM archive or identity verification for bearer links. Standing Rules: scoped authorized implementation, synthetic tests and read-only live checks; no real client submissions, mail, permissions, settings or folder changes.

v2.7.353-signing-render-recovery · 2026-10-21

All page preparation and canvas rendering failures offer the safe display-recovery path, including general PDF.js errors and unavailable canvas contexts. Source access, hashes and field validation remain separate and cannot be bypassed by recovery. Standing Rules: authorized scoped repair, synthetic regressions and read-only release checks; no real signing, resend, sharing or operational settings changes.

v2.7.352-signing-compatibility-recovery · 2026-10-21

Public signing adds official standard-library compatibility for older browsers, a non-native signing dialog fallback, distinct safe preview/access/service failure guidance, and a freshly authorized PDF download after display failures. The temporary measurement pilot accepts only allowlisted error codes and browser family/major version, not messages, URLs or document data. Staff measurement export can select a historical pilot date. Existing authorization, consent and mandatory saves remain. Standing Rules: authorized scoped repair and export support, synthetic tests and GET-only release checks; no real signing, resend, sharing or settings changes.

v2.7.350-signing-browser-compatibility · 2026-10-21

Public signing uses the same-version official PDF.js compatibility build with Promise support in both the page and PDF worker. Isolated mobile tests reproduce and prevent blank previews when newer JavaScript APIs are missing. Token checks, consent, hashes, field validation and saved-file requirements remain. Standing Rules: scoped authorized repair and deployment; no real signing, resend, mail, customer data or operational settings changes.

v2.7.349-public-preview-recovery · 2026-10-21

Private signing PDF viewing retries through the existing token-protected content reader when a direct Microsoft download fails, is blocked, has the wrong size or exceeds ten seconds. The fallback is bounded to one attempt, validates the server hash, and never forwards CW tokens to Microsoft. Current authorization, consent and mandatory saved-file checks remain. Standing Rules: scoped authorized repair, isolated fake-file regressions and read-only release checks; no real signing, resend, sharing or operational settings changes.

v2.7.341-signing-read-reduction · 2026-10-20

Signing lists return summaries instead of signature images and audit detail. Consent, document opening and submission read the selected request with current access checks. Other customer windows refresh only the completed request and its saved-file handles. Direct PDF metadata no longer requires a file facet absent from a projected response; restricted URLs, bounded sizes, PDF parsing and safe fallback remain. Standing Rules: scoped authorized changes, isolated regressions and GET-only release checks; no real signing, mail, permissions or settings changes.

v2.7.340-public-preview-fallback · 2026-10-19

Private signing links retain the authorized PDF content reader when optional direct-download metadata is unavailable or invalid. Current token, recipient, cancellation, expiry, document index, source hash and size checks remain. Standing Rules: scoped authorized repair and deployment, isolated fake-file regressions and GET-only release checks; no actual signing, mail, shared permissions or operational settings changes.

v2.7.339-signing-transfer-reduction · 2026-10-19

Isolated original snapshots upload directly to Microsoft with create-only sessions. Private-link preview prefers validated neutral Microsoft URLs unless explicitly disabled. Final signers avoid an unnecessary continuation PDF upload; identical signatures reuse PDF image objects. Both protected completion copies, current access checks and multi-signer continuation remain. Standing Rules: scoped authorized changes and deployment, fake-file tests and GET-only live checks; no real signing, mail, sharing or settings changes.

v2.7.338-cacheable-app-scripts · 2026-10-19

Existing application, window and routine scripts moved unchanged into content-hashed cacheable files, retaining classic script scope and parser order. HTML still revalidates and sensitive API cache policy is unchanged. Standing Rules: scoped authorized extraction, offline regressions and read-only release checks; no customer records, signing, mail, permissions or operational settings changes.

v2.7.337-signature-progress · 2026-10-19

Both signing modes show a prominent completed/total signature count and progress bar, with document and general field counts below. Dates never count as signatures. Existing consent, role, skipped-document and completion guards remain unchanged. Standing Rules: scoped authorized display change and release, mocked desktop/mobile regression tests and read-only live checks; no actual signing, mail, data or settings changes.

v2.7.336-traffic-signing-navigation · 2026-10-19

Revalidates unchanged application HTML, shares valid Microsoft tokens and list catalogues, and briefly caches explicitly allowlisted ordinary settings. Current customer/Job authorization remains live. Both signing modes have a translucent next-field button inside the viewer. Standing Rules: scoped authorized fix and release, isolated regressions and read-only smoke checks; no actual signing, mail, sharing or operational settings changes.

v2.7.335-private-signature-reuse · 2026-10-19

Remembers a signature in memory within the current private-link page and offers explicit per-field reuse with a preview. Separates initials, supports replacement and forgetting, and never automatically signs, consents or submits. No persistent signature storage or new API calls. Standing Rules: scoped user-authorized fix and release, synthetic PDF regressions and read-only live verification; no real signing, mail or operational changes.

v2.7.334-public-pdf-signing · 2026-10-19

Private no-login signing now renders PDF pages with assigned-position overlays, explicit drawn or typed signatures, local page numbers, document/page navigation and a visible next-field control. Compact signed links preserve legacy links and all access/expiry/nonce checks. Standing Rules: scoped user-authorized fix and release; isolated real-PDF regressions and read-only live GET checks only, no actual signing, mail, token rotation or operational settings changes.

v2.7.333-signing-token-transport · 2026-10-19

Uses a dedicated verified capability header for private signing so managed-proxy Authorization changes do not replace the recipient token. Adds an employee-only header transit comparison without exposing token values. Keeps signature, expiry, nonce, role and request validation unchanged. Standing Rules: scoped fix and release authorized; mocked regressions and read-only live checks, no actual signing, sending, token rotation or settings changes.

v2.7.332-signing-link-check · 2026-10-19

Adds an authorized read-only signing-link check with safe readiness codes and optional original-email token comparison. Applies public packet validation before issuing links and rejects missing field identifiers. Preserves generic public errors and existing access, consent and replay controls. Standing Rules: scoped work and release authorized; isolated regressions and read-only live checks only, no signing, sending, token rotation or operational settings changes.

v2.7.331-measurement-export · 2026-10-19

Retrieves measurement archives in bounded pages with encrypted continuations, progress, safe failure diagnostics and explicit retry. Marks partial reports incomplete and preserves administrator, practice and session boundaries. Standing Rules: approved scoped release and isolated regressions; read-only live verification and archive analysis, no live signing, mail, sharing or operational settings changes.

v2.7.330-signing-completion · 2026-10-19

Prepares signing documents and recipient links in bounded pairs, reuses operation-local reads and confirmed completion responses, and removes duplicate customer completion updates and screen reloads. Measures full button-to-result time. Required storage, authorization, completion checks and awaited mail remain. Standing Rules: approved scoped release and isolated regressions; no live signing, mail, sharing or operational settings changes.

v2.7.329-master-record-reuse · 2026-10-19

Reuses fresh client and Job lists during navigation and applies confirmed save responses without reloading the whole directory. Invalidates changed records across same-origin tabs, keeps freshness limits and live server authorization, and reports numeric reuse counters. Standing Rules: approved scoped release and isolated regressions; no live record edits, signing, sending or operational settings changes.

v2.7.328-measurement-precision · 2026-10-19

Correlates browser/API measurements, removes duplicate navigation counts, separates transferred and decoded bytes, and prepares exports before an explicit download. Enables the temporary pilot on both application hosts, narrows authorized customer storage reads, defers staff-only Payroll libraries and revalidates public static assets. Standing Rules: approved scoped release and isolated regressions; no live signing, sending or operational settings changes.

v2.7.327-central-measurement · 2026-10-19

Temporary automatic staff/customer traffic, timing and data-route measurements, ending 26 October at 11:00 Sydney. Archives numeric observations and encrypted customer server diagnostics privately in existing Microsoft storage; administrator Export retrieves the current day's records. Separates measurement overhead and unknown/missing data. Standing Rules: approved scoped release and mocked regressions; no live signing, sending, source-file edits or Azure settings changes.

v2.7.326-workflow-measurement · 2026-10-18

Adds opt-in local workflow traffic/timing measurements and staff-only numeric API diagnostics. Keeps URLs, documents, personal data and tokens out of reports. Unknown bytes and public/customer server internals remain unavailable rather than fabricated. Standing Rules: approved measurement-only release, mocked regression tests; no operational workflow writes, telemetry uploads or Azure settings changes.

v2.7.325-signing-links · 2026-10-18

Stores both completion PDFs in practice Microsoft storage and emails recipient-only signed-document links without reloading PDF attachments. Keeps the original attachment implementation for rollback. Separates signing footers from original page content and permits an explicit new request after completion, preserving existing records. Standing Rules: approved scoped release; mocked storage/mail regressions and local PDF rendering only, no live sharing/signing/sending or settings changes.

v2.7.324-signing-assignments · 2026-10-18

Names missing signers, distinguishes detected candidates from placed fields, and reports assignments per signer/document. Offers explicit batch confirmation for ambiguous candidates without changing other signers or overlapping fields. Refreshes field ownership displays and document counters after edits/navigation. Standing Rules: scoped approved signing correction and mocked regressions; no operational draft edits, sending or settings changes.

v2.7.323-signing-reissue-guards · 2026-10-18

Allows a new draft after verifying cancellation of the previous request and Job edit access, preserving cancelled records and original sources. Separates fields filled from signatures applied, blocks date-only requests and incomplete signing, and checks current request status before completion. Standing Rules: scoped approved fixes, mocked request/file tests; no operational signing, sending, deletion or settings changes.

v2.7.322-signing-navigation · 2026-10-16

Bulk-place detected fields for a selected signer with ambiguous ownership left for confirmation. Navigate between fields across documents, expand and restore signing screens, and detect adjacent blank Name, Date and Title spaces. Mobile consent remains scrollable with accessible actions; scaled field values stay inside their bounds. Standing Rules: approved scoped signing changes and mocked regressions; no operational signing, file writes or settings changes.

v2.7.321-signature-cell-detection · 2026-10-16

Finds signing space inside large subdivided boxes and blank cells below Signature / confirmation headers, including painted thin borders. Excludes Date, populated cells and prose. Confirmed candidates retain their cell dimensions. Standing Rules: scoped detection correction, actual local ITR and anonymous PDF.js regressions; no operational writes or settings changes.

v2.7.320-signing-draft-recovery · 2026-10-16

Also protects an offline draft with no known Microsoft base version from overwriting an existing cloud draft after reconnecting. Both copies are retained on conflict. Standing Rules: scoped recovery safety correction; no operational data or settings changes.

v2.7.319-signing-draft-workspace · 2026-10-16

Recover unsent signing documents, signers and field positions after closing. Distinguishes device-only recovery from direct Microsoft draft synchronization. File-specific navigation and conservative signature-line candidates retain manual confirmation. Standing Rules: approved scoped signing update; no agent operational writes, schema or settings changes.

v2.7.318-signing-documents · 2026-10-16

Signing document selection supports drag and drop, clearing, removing and replacing documents. Files added after returning from field placement are included correctly. Unchanged documents retain fields; changed lists reset placement after loading. Standing Rules: scoped wizard correction, mocked regression tests, no operational data or settings changes.

v2.7.317-new-job-due-preview · 2026-10-16

Reads stored Workflow preferences in object or JSON-string form without double parsing. New Job dates preview the existing due rules when client, Job type or period changes. Manual dates and existing Job dates remain unchanged. Standing Rules: scoped save/date correction, fake-data regression tests, no operational data or settings changes.

v2.7.316-system-folders · 2026-10-16

Groups internal work-program library and Entity settings under CW System, with legacy-location compatibility and an administrator-only folder move. Existing customer, Job, upload and signature folders are unchanged. Standing Rules: scoped storage organisation; no deletion, permission expansion or settings replacement.

v2.7.315-library-item-download · 2026-10-16

Resolves missing OneDrive download annotations by the item's ID in the approved practice drive. Retains direct Microsoft downloads, URL validation, content hashes and conditional publication. Standing Rules: approved scoped connection correction; no permissions expansion or customer-data migration.

v2.7.314-library-download-validation · 2026-10-16

Accepts Microsoft item version markers from metadata or response headers, requires a version marker for active-library publication, and distinguishes missing download URLs, rejected origins and oversized files. Installed content hashes and practice/account checks remain enforced. Standing Rules: approved scoped connection correction; no permissions expansion.

v2.7.313-library-validation-status · 2026-10-16

Distinguishes library validation failures from transport failures during installation. Access checks, content hashes and conditional publication remain enforced. Standing Rules: approved scoped connection diagnostics only; no permissions expansion or customer-data changes.

v2.7.312-library-install-status · 2026-10-16

Reports safe installation step names and HTTP status codes for practice library failures without exposing Microsoft response bodies, links or tokens. Standing Rules: approved current connection work and scoped deployment. Successful browser login does not certify successful library installation.

v2.7.311-library-control-state · 2026-10-16

Hides library restore controls when no prior installed version exists, including under application button display styles, and updates the adoption button after a successful install. Standing Rules: approved scoped correction and deployment. Microsoft browser sign-in and real library installation are not certified complete by this UI correction.

v2.7.310-practice-library · 2026-10-16

Practice administrators can adopt, update and restore the current work program library in their configured OneDrive or SharePoint storage. Installed libraries are read directly with account-isolated memory caching. Existing Jobs and answers are not rewritten. Standing Rules: approved scoped deployment; no actual storage installation, data migration, Microsoft permissions, Azure settings, schema or DNS changes. Real Microsoft installation and conditional update behaviour remain to be verified separately.

v2.7.309-client-save-label-guide · 2026-10-16

Client edits save changed fields without rewriting unchanged Entity Profiles, recover unchanged-field stale versions with a bounded conditional retry, and preserve confirmed saves during profile retries. Return label guides now include search, contents, output scope, Word and Print/PDF. Standing Rules: approved scoped release only; no actual client saves, membership changes, deletions, Microsoft/Azure settings, schema or DNS changes. Word pagination has not been visually verified.

v2.7.308-client-practice-preservation · 2026-10-15

Displays explicit client Practice selection to administrators, preserves existing membership on ordinary edits, and saves membership-only edits without rewriting profiles or generating Jobs. The API checks current staff authority for membership changes. Standing Rules: approved scoped release only; no actual membership updates, bulk corrections, Microsoft or Azure settings, storage writes, file transfers, schema or DNS changes.

v2.7.307-staff-practice-preservation · 2026-10-15

Shows the existing Practice selector to staff administrators and preserves explicit staff membership, including 5ECA. Existing staff saves send only changed fields, retain identity and permissions, and respect save conflicts. Standing Rules: approved scoped release only; no actual staff membership updates, bulk corrections, Microsoft permissions, Azure settings, storage writes, file transfers, schema or DNS changes.

v2.7.306-ms-storage-readiness · 2026-10-15

Separates Microsoft storage readiness from connection badges, reports missing practice or account approval, preserves unavailable saved libraries and applies the practice pilot boundary to direct file contexts. Work OneDrive remains selectable when SharePoint discovery fails. Standing Rules: approved scoped release only; no production saves, file transfers, Microsoft permissions, Azure settings, schema or DNS changes.

v2.7.305-job-edit-save · 2026-10-15

Existing Job title edits no longer depend on unrelated Practice Workflow settings. Unchanged dates, author, requests and preferences are preserved; new Jobs and intentional Workflow-related changes retain strict validation. Standing Rules: approved scoped release; no production save tests or Microsoft, Azure, DNS or schema changes.

v2.7.304-mapped-levels-focus · 2026-10-15

Pre-maps installed work program topics for one-click item Level changes without manual searching. Unavailable equivalents remain disabled. Word and Print/PDF now offer Include Focus keywords with aligned columns and preserved Job-only selections and notes. Standing Rules: approved scoped release only; no production data writes, schema, Microsoft, Azure settings or DNS changes.

v2.7.303-job-item-levels · 2026-10-15

Adds Job-only item Level selection across installed Long, Short and Mini programs. Mixed programs are marked Custom; previous answers and notes are retained for restoration, while new procedures start unanswered. Non-identical procedures require confirmed linking. Progress, Print and Word use the selected composition. Standing Rules: approved scoped release only; no production save tests, schema, Microsoft, Azure settings or DNS changes.

v2.7.302-ms-storage-foundation · 2026-10-14

Adds gated business OneDrive/SharePoint storage selection, direct file destination checks, optional direct PDF viewing, and verified per-Practice connection/cache foundations. Existing production routes remain unchanged until separately approved activation. Standing Rules: scoped release only; no live storage writes, migration, schema, Microsoft, Azure, DNS or secret changes. Multi-Practice onboarding and full request dispatch remain incomplete.

v2.7.301-signing-access-options · 2026-10-14

Adds signing-send options for login-based access or a private recipient link with no CW login. Private links are scoped, expire, rotate on resend and are consumed after signing. Uses reviewed PDF snapshots, preserves sequential signatures, and stores submitted values only in private PDFs. Standing Rules: approved scoped release only; no live data/mail tests, schema, Microsoft, DNS or secret changes.

v2.7.300-payroll-job-scope · 2026-10-14

Links Payroll Organizer confirmation and Work Program depth while preserving prior answers. Uses Payroll-specific accountant records, limits guides and instalment tasks to applicable Jobs, and adds Job-only procedure omission and restoration with retained answers and consistent totals/output. Unverified state references remain flagged. Standing Rules: approved scoped release only; no production save tests, schema, Microsoft or DNS changes.

v2.7.299-workflow-connections · 2026-10-13

Connects filing and internal deadlines, Practice default workflow dates and missing document request dates while retaining manual dates. Makes Organizer links and saves failure-aware and prevents automatic creation after unreadable records. Standing Rules: approved scoped release only; no production save tests, schema, Microsoft or DNS changes. Microsoft storage and staff Practice isolation remain unresolved.

v2.7.298-organizer-guided-review · 2026-10-13

Keeps Payroll scope selections open until confirmation, removes duplicate Organizer procedures, and retains reference warnings on affected Work Program items. Integrates NFP annual confirmation and guided procedures with client review printing; guides AML assessment without changing its decisions. Existing response keys are preserved. Standing Rules: approved scoped files only; no production data writes, schema, Microsoft or DNS changes.

v2.7.297-job-default-workflow · 2026-10-13

Automatically applies the Practice default workflow to new Jobs and displays the Entity Client Contact without duplicate input. Existing workflow stages, completion and dates are preserved. Standing Rules: scoped changes only; no production data tests, Microsoft settings or DNS changes.

v2.7.296-payroll-nfp-rollout-recheck · 2026-10-13

Aligns Payroll Tax and NFP stages, scoped request candidates and standard due dates; preserves stored answers and dates. Reviews 63 Payroll reference rows with source provenance and prepares guarded Microsoft record-read context. Unverified references remain flagged and live record migration remains inactive.

v2.7.295-request-sources-login-recovery · 2026-10-13

Separates preparation, accountant and client records, keeps client request candidates scoped, simplifies document instructions and business labels, and restores sign-in controls after retries or timeouts. Existing requests and files are preserved.

v2.7.294-ms-record-read-foundation · 2026-10-13

Prepares an inactive, read-only Microsoft record adapter with approved site/list boundaries, safe paging and identity-change checks. Existing data routes, permissions, file transfers, mail and signing remain unchanged.

v2.7.293-job-workflow-feedback · 2026-10-13

Request library selections and Job tabs retain their view without full loading flashes. PAYG I and Simpler BAS use scoped procedures. Upload previews, N/A restoration, shared Workflow completion and Due dates, annual periods, FBT mapping and Entity-specific obligations are aligned.

v2.7.292-ms-direct-transfer-guards · 2026-10-12

Browser-direct Graph calls validate their destination before authentication and reject redirects. Missing upload folders are created safely; concurrent creation is checked while authentication, permission and service failures still stop the upload.

v2.7.291-request-template-priority · 2026-10-12

Existing practice templates take precedence over new manual request defaults. Instructions and file formats are retained, saved sets keep their priority, and existing request titles prevent duplicate drafts.

v2.7.290-bas-guide-request-defaults · 2026-10-12

Simpler BAS has a matching label guide and section purposes. Six return families have reviewed, exact-year manual document Pool candidates with separate staff records. Selection creates drafts only; source automation holds remain unchanged. FBT annual request dates use April to March. Updated organizer regressions pass 124/124.

v2.7.289-simpler-bas-program · 2026-10-12

BAS Work Programs follow the saved Entity GST reporting method. Simpler BAS uses accounting-report procedures for G1, 1A and 1B in Long, Short and Mini; Full reporting retains its existing procedures. Hidden worksheet rows are excluded from progress, bulk actions and Word/Print without reindexing stored answers. Existing Full BAS review notes remain discoverable.

v2.7.288-tax-return-stages · 2026-10-12

CTR, TTR, PTR, ITR, SMSF and FBT share staged Work Programs, On/Off controls, Focus/Full/both views, reviewer handover and Word/Print exclusions. Reviewer, request and Organizer definitions respect income years. Approved ITR activation and existing answers remain unchanged; held source requests remain held.

v2.7.287-client-snapshot-feedback · 2026-10-12

Compact client To-do layout and Documents at a glance. Actions show resolved/signed/completed fractions without empty ratios. Filename previews omit guessed extensions. N/A gives immediate pending feedback and confirmed local updates without full workspace reload. Client phases reuse existing dates without modifying staff workflows.

v2.7.286-hide-empty-request-progress · 2026-10-12

Client Jobs without issued document requests omit empty progress counters. Progress remains visible for actual requests; stored records and selection rules are unchanged.

v2.7.285-client-action-pool-tabs · 2026-10-12

Client actions use aligned labels, prominent counts and shortcut icons. Client Request library reuses the staff category grid with submitted-state indicators and detail/upload shortcuts for issued requests only. Job tabs share staff tab styling and separate Job names from period/deadline metadata. Default Job selection and stored records remain unchanged.

v2.7.284-client-job-navigation · 2026-10-12

Client Home shows annual/current/past summaries with request shortcuts. Timeline opens Job details; To-do uses Job tabs, Documents shows category progress, and signatures/payments identify their Job. Entity IDs isolate views. Work Programs hide source badges, restore return guides and PAYG I entry, and use compact stage switches. Gentle Nudge groups by client/Job/category and reminds only sent outstanding requests.

v2.7.283-signing-nudge-upload-path · 2026-10-12

Client signing opens in a separate window; sole-signer fields reuse name and position. Signing lists expose saved original/print copies, and completion emails include both. Gentle Nudge refreshes all outstanding requests. New client uploads use readable client/period/Job/category folders.

v2.7.282-client-plan-upload-dates · 2026-10-12

Client timelines reuse saved reporting obligations and retain undated Jobs. Client-safe workflow dates and drag-upload prompts are restored. Successful upload records retain their IDs even when Microsoft omits response fields.

v2.7.281-request-mail-layout · 2026-10-12

Request emails use explicit cell fonts, separate Entity/Job/Period headings and category/material/upload columns. Reply uses the assigned accountant's email header.

v2.7.280-request-tab-order · 2026-10-12

Document Requests now appears before Tax Work Program in the Job window.

v2.7.279-request-period-formats · 2026-10-12

Document requests show the Job period, calendar dates and file formats. Pool items, saved lists and previous Jobs retain format choices; filenames reuse the Job period.

v2.7.278-pool-edit-period-timer · 2026-10-12

Adds persistent Pool add/edit/hide controls without modifying existing Job requests, and recognizes detailed bank/loan requests as already selected.
Shows direct document/review request access in Work Program headers and excludes unnecessary generic request defaults.
Adds automatic Job-period filename suffixes with previews and preserves original file extensions.
Allows the floating timer badge to be dragged, remembers its position and keeps it within the window.

v2.7.277-request-pool-reply-to · 2026-10-12

Shows a default/practice Request library before selected requests without requiring Organizer completion; ticking creates categorized drafts only.
Saves request/category order for matching staff/client views and retains custom categories in saved sets.
Keeps the configured sender mailbox and routes replies to the verified same-practice assigned staff, with safe firm-mailbox fallback for mixed/missing contacts.
Adds explicit app-upload guidance and labelled Upload Documents links.

v2.7.276-grouped-request-mail-views · 2026-10-12

Groups POS and payment-platform summaries under Sales Records while retaining separate detailed requests.
Sends document requests in an Entity/Job/period/material table with icon links, including selected same-recipient group Jobs in one email.
Places Use Y/N beside each stage title and provides Focus, Full and Focus + Full views with persisted selection.

v2.7.275-friendly-request-names · 2026-10-12

Uses clearer material names including Sales & Payout Summary, Sales Summary, Credit Card Statement and Asset Purchase Invoice, mapping previous category names without changing saved records.
Preserves practice-written titles and instructions and distinguishes PayPal activity statements from internal ATO lookup records.

v2.7.274-concise-request-titles · 2026-10-12

Uses concise titles for legacy BAS client requests and retains full wording as instructions, preserving custom bank/account titles.
Excludes internal turnover calculations and ATO lookup records from client-request generation and display.

v2.7.273-client-only-request-sources · 2026-10-12

Removes internal workpaper sources and categories from document-request controls while retaining client requests, section purpose, notes and saved records.

v2.7.272-request-email-profile-review · 2026-10-12

Lists only unique material categories in request emails, with Outlook-safe line breaks.
Connects PAYG requests and filenames and displays PAYG work-program names without changing stored answers.
Reads Entity settings through the practice Microsoft connection and preserves Job values on read failures.
Prevents disabling Review while review requests remain open.

v2.7.271-bas-request-categories · 2026-10-12

Groups BAS requests by material category with matching staff/client headings and editable detailed request titles.
Saves BAS uploads using the detailed request title and original extension, preserving repeated uploads separately.
Enlarges source-record controls and excludes internal/ATO lookup records from client requests.
Allows each BAS work stage to be used or not used, excluding unused items from progress and output while retaining saved answers.

v2.7.270-client-workspace-restored · 2026-10-12

Restores the annual client timeline, current requests, completed records, signing and explicit client messages using client-scoped APIs.
Adds drag-and-drop uploads, prepares missing Microsoft upload folders, and aligns request order, material keywords and status colours.

v2.7.269-client-request-navigation · 2026-10-12

Uses native browser history for client request navigation and provides a return-to-list action.
Matches the client shell title to Document Requests and verifies navigation with the complete app runtime.

v2.7.268-client-request-lookup · 2026-10-12

Aligns customer name lookups with the existing table-specific storage mapping without changing stored records.

v2.7.267-client-requests-logout · 2026-10-12

Immediately shields the workspace during sign-out and finalizes automatic time at the click timestamp.
Shows only sent requests for the authenticated client on direct login, including explicit empty and loading states.

v2.7.266-client-request-boundary · 2026-10-12

Isolates authenticated client requests, file submissions, N/A responses and explicit client messages from internal data.
Defaults historical messages to private and prevents older version markers from prompting a reload.

v2.7.265-payg-job-group · 2026-10-09

Groups PAYG I (No GST, No PAYG W) with Regular instalment and Vary choices while retaining existing Job keys.
Preserves Option 1 / 2 and carries Organizer work selection into Word and Print purpose labels.

v2.7.264-request-status-output-records · 2026-10-09

Serializes Microsoft initialization and token renewal, retaining the approved tenant boundary.
Fills recorded output metadata, removes blank forms and filters PAYG-only exports without altering answers.
Persists N/A request status and excludes it from sends, reminders and outstanding counts.
Enlarges CW Work Program procedure text by 2px without changing A4 output typography.

v2.7.263-master-format-fidelity · 2026-10-09

Uses original Master Word components and matching CW/Print header, metadata, section rules and procedure references.
Names exported files Client - Period - Job and uses the Job title, including PAYG I Variation, instead of the underlying IAS pack name.

v2.7.262-master-work-program-output · 2026-10-09

Word and Print exports retain source document order and procedure references with A4 Master-style typography and procedure/result columns.
Includes preparation results, remarks, reviewer requests and section notes without changing saved answers.

v2.7.261-payg-statutory-due · 2026-10-09

Defaults missing quarterly PAYG instalment and variation dates to statutory dates without BAS agent extensions.
Preserves explicit Job and Organizer deadlines and corrects the quarter 2 February date.

v2.7.260-payg-only-organizer · 2026-10-09

Separates PAYG-only instalment and variation work from the Option 1 or Option 2 calculation method.
Removes BAS transaction choices from standalone PAYG Jobs while retaining existing procedure answers.
Unifies Association entity choices and reads legacy Associations records without bulk data changes.

v2.7.259-payg-organizer-options · 2026-10-09

Connects PAYG instalment and quarterly variation Jobs to the existing IAS Work Program and Organizer.
Stores the selected PAYG Option 1 or Option 2 on the Job without changing Entity settings or procedure results.

v2.7.258-client-request-delivery-route · 2026-10-08

Registers the authenticated client-request mail endpoint in the Azure Functions route table.

v2.7.257-client-request-delivery-controls · 2026-10-08

Sends one document request, a selected group, or all outstanding requests in a single client email with a Job-specific secure link.
Separates request preparation from client delivery, adds an Admin-controlled sending permission, and exposes only sent requests to clients.
Records Requested and reminder history only after email delivery succeeds.

v2.7.256-job-workspace-session-controls · 2026-10-08

Shows the shared CW session time, Extend and Logout controls in full-screen Job workspaces.
Keeps session expiry synchronized across CW windows and returns workspace logout to the login screen.

v2.7.255-review-request-handoff-links · 2026-10-08

Shows Reviewer notes as Review requested in item results, counts them in Review, and links handover references back to their original Work Program rows.
Clarifies that handover pending items belong to the preparer while preserving both Remarks and Reviewer notes for review.

v2.7.254-work-program-quick-filters · 2026-10-08

Makes Total, Completed, Pending, N/A and Review counts clickable quick filters and hides sections without matching items.

v2.7.253-bas-entity-settings-refresh · 2026-10-08

Refreshes the open BAS Organizer immediately after Entity Settings are saved so GST method, basis and recurring obligations no longer remain stale.

v2.7.252-work-program-handoff-persistence · 2026-10-08

Reopens the explicitly selected Work Program depth and uses the most recently saved depth for legacy Jobs instead of falling back to Short.
Carries preparer results, remarks and reviewer notes into the Review stage and saves note edits automatically.

v2.7.251-job-work-program-opt-out · 2026-10-08

Adds a Job-level Use Tax Work Program switch, with a saved opt-out that preserves all existing Work Program answers for later restoration.

v2.7.250-ms-session-bas-tabs-depth · 2026-10-08

Keeps Microsoft 365 Direct connected across CW tabs and browser restarts, with one-click reconnect and settings reload.
Gives BAS workflow stages distinct tab colours, removes the duplicate Organizer stage, and retains the selected Long, Short or Mini program per Job.
Warns before changing an in-progress Work Program depth and preserves each depth's existing answers separately.
Loads the Reviewer checklist into the Job as an editable saved record and refreshes all section and stage counts immediately after answering.

v2.7.249-bas-compact-tabs · 2026-10-08

Moves the BAS checklist closer to the top by removing the duplicate overview and compacting context, counters and controls.
Turns Job navigation and BAS stages into clearly recognisable tabs, with stages 1 to 5 kept in sequence.

v2.7.248-bas-reviewer-entity-link-fix · 2026-10-08

Opens the active BAS / IAS Review checklist pack from the BAS Review stage.
Keeps the linked Entity ID in full-screen Job windows so saved BAS / IAS settings remain available.

v2.7.247-bas-work-program-flow-pilot · 2026-10-08

Adds the BAS Work Program Flow pilot with Organizer, All, Pre-check, Tax Return, Finalise and Review navigation.
Keeps existing BAS procedures, responses and section indexes unchanged while filtering the visible stage.

v2.7.246-check-focus-external-review-r2 · 2026-10-08

Applies 186 targeted external-review Check focus revisions across BAS, tax returns, Payroll Tax and Tax Return Schedules.
Preserves every Full procedure, procedure hash, display line, reference and staff-specific personalization.

v2.7.245-schedule-check-focus-r1 · 2026-10-08

Adds 416 Check focus review drafts across 48 ITR, CTR, PTR and TTR Schedule packs while preserving every Schedule procedure.
Shows Schedule Check focus and staff-specific wording controls in the Tax Work Program Library.

v2.7.244-all-tax-check-focus-r1 · 2026-10-08

Adds member-review Check focus drafts for CTR, TTR, PTR, SMSF, FBT and Payroll Tax across Long, Short, Mini and Reviewer work programs.
Preserves every Full procedure and extends staff-specific Check focus editing to all supported Tax Work Programs.

v2.7.243-itr-check-focus-r1 · 2026-10-08

Loads 628 reviewed ITR Check focus entries for FY2024-FY2026 Long, Short, Mini and Reviewer work programs while preserving every Full procedure.
Shows the reviewed focus in ITR Jobs and the Tax Work Program Library, including staff-specific wording and suggested-result preferences.

v2.7.242-timesheet-short-entry-consolidation · 2026-10-08

Consolidates completed short automatic Draft entries into the matching date, staff and Job entry without discarding recorded time; the default one-minute threshold is editable.
Records the consolidated entry count and preserved time in Remarks, while protecting in-progress and non-Draft entries.

v2.7.241-auto-time-window-focus · 2026-10-08

Switches automatic time to an already-open Job window when staff return to that CW window or browser tab.
Keeps one active automatic timer per staff member across CW windows while leaving Excel and Xero work on the current Job.

v2.7.240-auto-time-draft-context · 2026-10-08

Creates a Draft time entry with its start time as soon as staff enter CW, classified as CW Admin.
Finalises the current Draft and starts the next Client and Job Draft when work context changes.
Records the end time when a Job or browser window closes, while keeping manual time entry and later editing available.

v2.7.239-ms-privacy-boundary · 2026-10-08

Removes customer payloads and SharePoint response bodies from CW browser and Function error logs.
Minimises CW session claims and stops storing Microsoft account names and email addresses in the firm connection secret.
Displays the current Microsoft data boundary while direct structured-data migration remains in progress.

v2.7.238-ms-upload-session · 2026-10-08

Uploads attachment bytes from the browser directly to a short-lived Microsoft Graph upload session instead of sending file contents through CW.
Keeps SharePoint list data, Outlook and signing on their existing routes while retaining CW session and tenant boundaries.
Separates the Microsoft 365 service status from the optional Browser Direct session, so routine uploads do not appear to require daily reconnection.

v2.7.237-auto-job-time · 2026-10-08

Starts a staff-specific Draft time record automatically while a Job window is open, including work completed in Xero or Excel.
Saves the record when the Job is closed, changed, logged out or the browser window closes, while retaining manual entry and later edits.

v2.7.236-bas-request-toggle · 2026-10-07

Allows an unfulfilled BAS recommended request to be cancelled by clearing its checkbox.
Archives the request with an audit event while protecting submitted and confirmed evidence.
Separates internal workpapers from records that can genuinely be requested from a client.

v2.7.235-bas-request-visibility · 2026-10-07

Shows the recommended request count directly in every BAS section header.
Opens the request checklist, status, section purpose and queries from the clearly labelled control.

v2.7.234-bas-rich-program-personalization · 2026-10-07

Preserves BAS section purpose, recommended source records and query notes in the Job Work Program.
Adds de-duplicated request creation and personal Check focus/result suggestions with explicit unanswered-only application.

v2.7.233-bas-row-procedure-toggle · 2026-10-07

Lets staff reveal one BAS Full procedure by clicking that row number while remaining in Check focus only mode.
Keeps ordinary row clicks inactive and preserves the existing global procedure view.

v2.7.232-bas-work-program-columns · 2026-10-07

Presents BAS Long, Short, Mini and Reviewer procedures in aligned Check focus, Full procedure and Result columns.
Keeps remarks and reviewer notes collapsed until requested and removes the redundant BAS card-view control.

v2.7.231-job-budget-guides-dedup · 2026-10-07

Uses canonical estimated hours as editable guidance until a Practice value is saved.
Restores saved Practice budget values after reload and removes legacy aliases and due-rule columns from the Job Time Budget list.

v2.7.230-job-type-actions-original-due-default · 2026-10-07

Adds Job Type display-name edit, delete and restore controls without changing existing Job keys.
Defaults workflow columns to Original Due when Agent Due is identical or has no concession.

v2.7.229-job-budget-workspace-load · 2026-10-07

Loads Practice Job Time Budget defaults in a fresh full-screen Job when no per-Job snapshot exists.
Preserves new Job budget snapshots in both the per-Job and aggregate settings records.

v2.7.228-request-audit-entity-client-toolbar · 2026-10-07

Repairs request-level attachment storage with the missing request link only and shows files on their request line.
Adds Requested, Submitted, Confirmed and Reopened audit details with staff and timestamps.
Resolves legacy Job-to-Entity links, derives BAS recurring obligations from the Entity, and keeps Client Directory filters visible.

v2.7.227-request-upload-nfp-profile-guard · 2026-10-07

Fixes request-level file uploads by saving only fields supported by the CW attachment schema.
Loads NFP Entity Profiles only for NFP Jobs, NFP reporting obligations, and Association or NFP entities.

v2.7.226-bas-ias-check-focus-r21 · 2026-10-07

Loads the reviewed BAS Long, Short, Mini and IAS Check focus wording only when a BAS / IAS Work Program opens.
Uses the reviewed vertical Full procedure display lines with the existing automatic summary retained as a fallback for other return types.
Includes IAS I1-I9 runtime sections that were previously excluded by the section parser.

v2.7.225-ms-tenant-boundary · 2026-10-07

Restricts browser-direct Microsoft sign-in and token use to the configured practice tenant.
Reduces direct OAuth consent to User.Read and Files.ReadWrite for the current file-only boundary.
Checks approved-tenant OneDrive access without requesting tenant-wide SharePoint or mail permission.
Synchronises active Document Request due dates to seven calendar days after the Workflow Document Request date.
Backfills missing request due dates after Organizer apply without overwriting practice-entered dates.
Filters Reporting obligations by Entity Type and the active Job Type while preserving hidden existing obligations.
Restores Job-context Entity Settings and distinguishes a missing Microsoft profile from a disconnected account.
Moves Working Paper Files to Tax Work Program and derives client request due dates as request date plus seven days.

v2.7.222-workspace-load-fix · 2026-10-07

Fixes the Tax Work Program full-procedure view state error that blocked rendering.
Loads Tax Work Program dependencies in parallel and prewarms the large library before opening full screen.
Renders Document Requests before background synchronization and creates requests in bounded parallel batches.

v2.7.221-organizer-request-link-fix · 2026-10-06

Connects confirmed Organizer section codes to matching Job document requests.
Reports document request creation failures instead of silently ignoring them.

v2.7.220-bas-work-summary · 2026-10-06

Keeps a Key takeaway and Full procedure on every app Work Program line.
Adds one BAS work summary above the program, including selected special matters, without changing printed output.
Adds global Key takeaways only and Full procedures display modes.

v2.7.219-work-program-instruction-focus · 2026-10-06

Adds app-only Key takeaways, topic-based bold emphasis and tax acronym labels to Work Program procedures.
Reduces BAS identity setup to three practical checks and removes internal Organizer/depth wording from procedure text.
Shows a non-binding Long / Short / Mini recommendation while preserving manual selection.
Limits NOA Distribution to Individual Tax Return Jobs.

v2.7.218-workspace-auto-close · 2026-10-06

Closes the original compact Job panel after its full-screen workspace opens successfully.

v2.7.217-work-program-readability-fast-workspace · 2026-10-06

Uses regular body text for Work Program procedures and bolds only tax and action keywords.
Loads only the requested Job, its access record, and linked client when opening the full-screen workspace.

v2.7.216-full-screen-job-workspace · 2026-10-06

Opens any Job and its current tab in a dedicated full-screen browser workspace.
Restores the same Job tab after refresh while retaining the existing compact Job window.

v2.7.215-work-program-save-requests · 2026-10-06

Generates Document Requests from the confirmed Organizer and active source procedure mappings.
Serializes checklist and Organizer saves to avoid same-record conflicts.
Refreshes the Work Program totals and progress bar immediately after an answer changes.

v2.7.214-organizer-driven-work-program · 2026-10-06

Keeps attribute and obligation selection only in the Organizer.
Removes the duplicated Work Program Scope Confirmation panel.
Filters the selected Long / Short / Mini program to the Organizer-activated sections.

v2.7.213-organizer-scope-program-depth · 2026-10-06

Orders Job tabs as Overview, Organizer, Tax Work Program, then Document Requests.
Moves Work Program Scope Confirmation into the Organizer.
Adds real Long / Short / Mini program activation and renders current-library procedure rows in Jobs.

v2.7.212-nfp-profile-visibility · 2026-10-06

Shows the NFP Entity Profile only for Association / NFP entities or entities with the NFP Self-Review obligation.
Removes the irrelevant NFP panel from all other Entity edit screens.

v2.7.211-entity-driven-bas-nfp · 2026-10-06

Adds Association and NFP Self-Review as Entity obligation and Job Type choices.
Moves recurring BAS / IAS frequency, GST method, basis, and PAYG / FBT settings to the Entity.
Replaces the oversized BAS statement settings form with a compact read-only overview.
Leaves only period-specific unusual transactions for selection in each BAS Job.
Stores BAS / IAS Entity settings directly in the practice Microsoft 365 storage.

v2.7.210-nfp-entity-filtering · 2026-10-06

Adds an NFP Entity Profile for recurring classification, operating, ACNC, ABN, purpose, governing-document, Australia, and charitable-purpose settings.
Uses Entity settings to remove repeated annual client questions and keeps only year-specific confirmations in the Job.
Separates accountant preparation checks from client confirmations and signing.
Stores NFP Entity and annual Job snapshots directly in the practice Microsoft 365 storage.
Blocks contradictory or unresolved classifications for practice review before client contact.

v2.7.209-work-program-public-headings · 2026-10-06

Hides internal Work Program IDs from Organizer, Job, Library, and print views.
Uses meaningful tax-return section headings and simple numbering within each section.
Removed OM-24 from the BAS / IAS Organizer choices and visible selection totals.
Always applies the tax-agent section as a BAS / IAS Work Program baseline.
Applies to existing Jobs without recreating or resaving them.

v2.7.208-bas-organizer-persistence · 2026-10-06

Fixed Organizer and checklist auto-save failures caused by unsupported SharePoint fields.
Separated Organizer state from Tax Work Program response records for each Job.
Preserved Organizer notes, sign-off and workflow state inside the existing responses field without changing the production schema.

v2.7.207-bas-organizer-layout · 2026-10-06

Auto-filled BAS and IAS period label, quarter, dates and available Job due dates from the Job period.
Made GST, PAYG W, PAYG I, FBT, WET, LCT and FTC topics prominent while reducing internal OM codes.
Grouped BAS scope choices into reporting period, reporting obligations, and transactions and special matters.

v2.7.206-job-type-organizer-work-program · 2026-10-06

Matched Job Organizers and Tax Work Programs strictly to the Job type, so BAS Jobs no longer inherit ITR content.
Added the BAS Organizer, BAS request list and BAS Long, Short, Mini and IAS selection sources to the Job workflow.
Added direct drag-and-drop upload to the Working Paper Files panel.

v2.7.205-job-document-requests · 2026-10-06

Added a dedicated Job Document Requests tab using the existing Work Program and confirmed Organizer request mappings.
Added request-level file drop zones, full item editing, saved Request Sets, and previous-Job list reuse.

v2.7.204-ms-direct-file-drop · 2026-10-06

Restored whole-Job drag-and-drop by routing dropped files through the same verified attachment workflow as the file picker.
Stopped empty Practice values from creating an unnecessary Unknown folder in new Microsoft file paths.

v2.7.203-ms-direct-files-pilot · 2026-10-06

Added a feature-controlled browser-direct Microsoft Graph path for staff file uploads and downloads.
File bytes no longer pass through CW when the direct files pilot is enabled; SharePoint list data, Outlook and signing remain unchanged.

v2.7.202-ms-direct-popup-bridge · 2026-10-05

Added the dedicated Microsoft authentication redirect bridge required for popup sign-in.
Returns the authentication result to the originating CW window and closes the popup.

v2.7.201-ms-direct-connection-pilot · 2026-10-05

Added the feature-controlled Microsoft 365 browser-direct connection pilot using session-only MSAL tokens.
Kept existing Microsoft data routes unchanged while the direct connection is verified phase by phase.

v2.7.200-api-security-polling · 2026-10-05

Protected internal APIs with signed CW sessions and signed Microsoft OAuth state.
Removed unused Adobe Sign endpoints, retained CW E-Sign, and reduced background polling.

v2.7.199-library-year-scope-consistency · 2026-10-02

Applied the same left-aligned year filter to every Tax Work Program family and its schedules.
Added the selected Payroll Tax jurisdiction to card and detail titles, with jurisdiction-specific item counts.

v2.7.198-payroll-tax-jurisdiction-runtime · 2026-10-02

Added Payroll Tax financial year and jurisdiction filters to the Tax Work Program Library.
Added the Payroll Tax Organizer, state-specific procedure activation, saved scope history and reviewer sign-off gates.

v2.7.197-home-job-progress-library-headings · 2026-09-30

Replaced Entity Type Overview and Jobs by Status with Job Progress and restored Jobs Requiring Attention.
Standardised Work Program column headings and reordered Other tax obligations to BAS/IAS, FBT, then Payroll Tax.

v2.7.196-tax-work-program-navigation · 2026-09-30

Renamed staff-facing checklist labels to Tax Work Programs and removed Tax Calendar from the sidebar while keeping Home deadline drill-downs.
Balanced the staff header, strengthened the global search border, exposed Logout, and replaced the duplicate home date and New Job row with a time-aware personal greeting.

v2.7.195-home-header-balance · 2026-09-28

Balanced the staff header, strengthened the global search border, exposed Logout, and replaced the duplicate home date and New Job row with a time-aware personal greeting.

v2.7.194-library-obligations-schedules · 2026-09-28

Added BAS/IAS work programs and the existing CTR, PTR and TTR schedules to the Library, restored section titles, and grouped FBT, Payroll Tax and BAS/IAS under Other tax obligations.
Schedules are shown only where a standalone schedule or approved schedule mapping exists.

v2.7.193-library-reader · 2026-09-28

Made Checklists the single Work Program Library entry, simplified cards and reader content, and improved modal closing, dragging and horizontal resizing.

v2.7.192-library-sources · 2026-09-28

Linked final Review checklists and Return Guides to each income year; added ITR BUS, CGT and REN schedules to the Library.

v2.7.190-checklists-navigation · 2026-09-22

Added a direct Checklists entry and aligned Staff Board and App Admin navigation labels.

v2.7.189-index-cleanup · 2026-09-22

Removed unreachable duplicate declarations and one redundant CSS rule without changing navigation or workflows.

v2.7.188-work-program-classification · 2026-09-21

Grouped final work programs by pack family; Payroll Tax and FBT now appear under Employer obligations.
Unrecognised final pack families are held under Needs classification instead of appearing under every entity.

v2.7.183-search-exposure-db-method-header · 2026-08-27

Search exposure hygiene route fix: private route crawlers now receive a neutral noindex shell, robots.txt is served as text, API responses emit X-Robots-Tag, and public appointment forms are marked noindex.

Fixed the sidebar Collapse menu control so it no longer renders as a white browser-default button on the dark navigation rail.

v2.7.176-ui1-shell-ia-cleanup · 2026-08-17

Renamed the Work Program Library shell, aligned the main sidebar order to the final IA, and removed Practice Setup placeholder cards that implied Work Program management belonged there.

v2.7.175-phase1-1-overview-cane-hotfix · 2026-08-17

Fixed a Phase 1.1 Overview regression where edit-permission state was not available inside the async Overview renderer.

v2.7.174-phase1-1-modal-shell · 2026-08-17

Job detail now opens its modal shell immediately and loads Overview data in the background.
Overview, selected-job child records, workflow steps, checklist timeline rows, and Time tab rows reuse cached data where safe; non-critical startup data hydrates after Home renders.

v2.7.173-phase1-performance-load · 2026-08-17

Initial load no longer fetches comments, attachments, document requests, document request comments, or sub-tasks for every job.
Job child records now lazy-load for the selected job, Jobs search is debounced, and /api/db applies safer limit/select/order/filter handling.

v2.7.168-itr-mini-job-save-export · 2026-08-14

ITR Mini Job Work Program now has Save Checklist, Saved/Unsaved state, reloadable job_checklists persistence, and close/tab unsaved-change warning.
ITR Mini Work Program can now be printed to PDF or exported as a simple Word-compatible document from the Job tab.

v2.7.167-itr-mini-new-job-mapping · 2026-08-13

New Individual Tax Return jobs now preview the ITR Mini work program instead of the old Source Driven Full Draft checklist.
ITR Job Checklist / Work Program no longer auto-matches the legacy source-driven checklist before the Mini attach step.

v2.7.166-itr-mini-job-vertical-slice · 2026-08-13

ITR Jobs can now attach and display the ITR Mini work program inside the Job Checklist / Work Program tab.
The Mini job view shows 24 short confirmation questions across 6 sections with Yes / Done and No / N/A completion controls.

v2.7.165-remove-dashboard-demo-data · 2026-08-13

Home dashboard no longer falls back to hardcoded BAS/Jasper demo job, notices, or timesheet values when there are no active jobs.
Selected Job Workbench, Recent Notices, and My Timesheet now show true empty states from the current data.

v2.7.164-remove-legacy-demo-checklists · 2026-08-13

Work Program Library now surfaces only the current 17 admin-review Work Program packs.
Legacy source-driven/demo checklist pack import and the visible Individual ITR Approved Current card path were removed from the review library.

v2.7.163-library-ia-cleanup · 2026-08-13

Checklists / Work Program Library is now the canonical card library for Work Program review content.
Practice Setup / Firm Procedures & Checklists now shows shortcut and settings placeholders instead of duplicating the full library grid.

v2.7.162-itr-mini-display-polish · 2026-08-13

ITR Mini review pack now uses the approved V2 concise display copy with 24 items across 6 sections.
Admin review pack previews clean common encoding artifacts, avoid duplicate detail labels, and show reviewer-friendly ITR warning text.

v2.7.162-workprogram-review-display-fix · 2026-08-13

ITR Mini and Short review packs now include the Income section from the source Word documents.
Work Program review preview now renders item details, so ITR Long shows steps, procedures, remarks and exceptions instead of title-only rows.

v2.7.161-workprogram-review-fidelity-fix · 2026-08-12

ITR Word reference review packs now preserve detailed procedure/work-instruction table content for Short and Long review.
Admin-only Work Program review packs, including BAS/IAS and FBT, stay in the main Base Checklists review list instead of being demoted to Schedules.

v2.7.161-current-checklists-17pack-review · 2026-08-12

Practice Setup / Jobs & Workflow / Firm Procedures & Checklists / Checklists loads all 17 final #56 V3 Work Program documents as admin-only review cards.
ITR Word packs are labelled Reference Review Only, PTR packs are labelled Review HOLD, and no review pack is Approved Current, default, or job-attachable.

v2.7.160-workprogram-admin-review-17pack-deploy · 2026-08-12

Added the 17-pack admin-review generated Work Program data file and legacy Work Program Library wiring.
ITR Word packs remain reference-only and PTR packs remain HOLD/not runtime-ready.

v2.7.159-workprogram-admin-review · 2026-08-12

Practice Setup Work Program Library loads the first admin-only review Work Program packs as view-only content.
Admin-review packs are not Approved Current, not job-attachable, and do not auto-wire Organizer, Request Map, or Specialist triggers.

v2.7.158-organizer-timeline-pilot · 2026-08-07

Tax Job Work Scope is now presented as Organizer with separate Save Draft, Apply Preview, and Apply Changes actions.
Organizer Apply adds missing downstream requests/workflow only through deliberate Apply, preserves existing snapshots and active requests, and is idempotent for unchanged scope.
Overview now shows a compact seven-stage Job Progress timeline derived from existing Organizer, request, checklist, workflow, sign-off, lodge and NOA signals.
Checklist / Work Program includes a Mini / Short / Long format metadata hook without forking checklist definitions or fabricating Long content.

v2.7.157-itr-uat-save-performance · 2026-08-06

Practice Setup now presents Individual ITR as one Approved Current package with applicable years from the canonical registry.
Job Work Scope answers now have a visible top Save Work Scope action, save status, lighter Y/N/N/A updates, and the obsolete Before Start Step 2 instruction removed.

v2.7.156-itr-package-ui · 2026-08-06

Practice Setup presents Individual ITR canonical content as one package card, while preserving the internal runtime pack, trigger and request mapping structure.
The package detail view shows the 8 canonical sections with status, item count, activation mode, request count and trigger summary.

v2.7.155-apply-workflow-save-fix · 2026-08-06

Apply Workflow now saves only SharePoint-supported workflow step fields, preserves existing steps until replacement succeeds, and rolls back partial workflow/document-request creation on failure.
Practice Setup now displays FY2026 Approved Current ITR canonical packs instead of only the legacy FY2025 source-driven cards.

v2.7.154-itr-e2e-runtime · 2026-08-06

Closed the Individual ITR canonical runtime by classifying current request mappings and wiring valid mappings through existing Request Registry IDs only.
Superannuation & Retirement and Final Calculation schedules now activate from existing ITR Work Scope, job attribute, and checklist-answer signals.
Basic, Rental, CGT, Super and Complex no-snapshot ITR runtime paths preserve legacy snapshot resolution and block duplicate legacy exposure.

v2.7.153-itr-core-triggers-requests · 2026-08-06

Wired the Individual ITR canonical registry to Core Income, Deductions, Offsets, Medicare, Income Tests and Spouse checklist sections for new no-snapshot ITR jobs.
Rental and CGT canonical sections now activate only from existing Work Scope, legacy income item, job attribute, extra flag, or checklist-answer signals.
Final Pack request mappings resolve to existing Request Registry items only; unresolved external IDs are skipped rather than minted.

v2.7.152-itr-canonical-registry · 2026-08-06

Added the Individual ITR Approved Current canonical registry foundation and safe new-job checklist authority selection.
New Individual ITR checklist selection prefers the canonical registry bundle and suppresses overlapping legacy source-driven packs where no saved job checklist snapshot exists.
Existing saved job checklist snapshots remain loaded by their saved checklist IDs and are not regenerated by the definition mount.

v2.7.151-production-visual-qa-hotfix · 2026-08-02

Production Visual QA hotfix for Practice Setup simplification, category normalisation, Request card simplification, New Job entity compatibility, Company Tax resolver guards, and Workflow D-offset display.
No existing Client, Job, Snapshot, Checklist wording, Request wording, AML CLEAN wording, or due rule bulk rewrite.

v2.7.150-canonical-ui-day5 · 2026-08-02

Canonical Day 2-4 runtime mounting, UI pilot, and Day 4 Visual QA gap closure deployed.
Accounts displays as Accounts / Financial Reporting while preserving legacy Year-end Accounts & Tax stored values.
Request mapping uses controlled Family, Job Type, and Work Scope Attribute filters.
AML, Audit, Custom, Company Tax, Payroll, Due preview, and follow-up work guards verified with local validators.

v2.7.149-workflow-offset-editable · 2026-07-31

Workflow Row step offsets are now editable by double-click, persist on each workflow step, and Add/Delete/Merge respacing preserves manually edited offsets.

v2.7.148-aml-risk-click-targets · 2026-07-31

AML risk score numbers, definitions, and dots are all clickable selection targets, and unset state labels now read Needs input.

v2.7.147-aml-risk-rail-bars · 2026-07-31

AML risk scoring controls now use the intended rail-and-dot visual layout instead of score cards, while keeping all definitions visible and clickable.

v2.7.146-aml-risk-bars-autofill · 2026-07-31

AML risk bars now render one full-width factor per row, show every score definition, support reliable click selection, and draft Job/Client-derived scores with visible state tags.

v2.7.145-client-row-opens-client · 2026-07-31

Client Directory row and card clicks now open the client information modal directly instead of filtering/navigating to Jobs.

v2.7.144-version-display-sync · 2026-07-31

Login-screen version text, runtime version-check constant, and post-login bottom-right badge now use the same current build marker.

v2.7.143-aml-job-save-and-fix · 2026-07-31

AML Job assessments now expose an explicit Save action while continuing to persist per Job/client/service through the existing app_settings split key.
CDD & Risk Assessment workflow steps and blocked Perform Service gates now link directly to the Job AML assessment panel.
No PEP disables dependent PEP class/scope controls, derived boxes are labelled Auto-derived, AML Jobs no longer inherit Tax/ITR/RDTI Work Program fallbacks, and the AML/CTF Compliance Officer role is available for gated approvals.

v2.7.142-aml-risk-segmented-bars · 2026-07-31

AML client/job risk factors now use clickable 0-3 segmented bars with Word-corrected Appendix B wording, live partial/complete totals, category mapping, and override checkboxes.
Practice Setup service risk now uses 1-5 segmented bars for Appendix A inherent and residual likelihood/impact scoring with live band calculation.

v2.7.140-aml-refactor-nonstorage · 2026-07-31

AML workflow tabs now separate CDD & Risk Gate, Service Delivery, and Reporting, with shared matter/profile and records/sign-off panels.
AML risk display now follows the Program v1.3 service and job risk models, uses Enhanced CDD terminology, removes ACR from per-Job reporting, and shows related services as suggestions only.

v2.7.137-aml-cdd-revert-and-column-delete · 2026-07-31

CDD Only returns to the three-row CDD Rule table, while custom due column deletion is limited to custom columns and removes saved workflow references.

v2.7.136-cdd-only-six-step-grid · 2026-07-31

CDD Only now renders the configured six CDD workflow steps as table rows, with CDD level/service/timing kept as reference rows below.

v2.7.135-workflow-aml-column-sync · 2026-07-31

Custom Due column deletion now re-reads saved rules for verification, and AML Workflow / Field Map columns share width and disabled-state rendering.

v2.7.134-version-badge-history-click · 2026-07-31

Version badge click now opens the Version History modal again, with a direct badge handler and guarded outside-click close behaviour.

v2.7.133-aml-fieldmap-cellfit · 2026-07-30

AML Field Map service-specific controls now stay inside their Item cell with row-based subtype, flags, role and Customer Party sections.

v2.7.108-residual-cleanup-login-checklists · 2026-07-28

Login, Add Checklist popup, checklist display names, copyrighted starter-content removal, and section-title cleanup were separated before Batch 1.

v2.7.87-new-job-assignee-payload-schema · 2026-07-27

New Job keeps staff ID validation in the Assignee selector while sending only supported job fields to the save API.

v2.7.86-new-job-assignee-staff-id · 2026-07-27

New Job now stores Assignee from the modal select's staff ID, preventing displayed staff names from failing save validation.

v2.7.84-new-job-budget-login-performance · 2026-07-26

Client login now transitions after session creation instead of waiting for full portal refresh, New Job uses category → job type selection, and Job Time Budget supports compact Preparer/Reviewer budgets plus CSV/XLSX import.

v2.7.83-aml-job-assessment-link · 2026-07-26

AML Job Detail workflows now store Field Map assessments by job, client and service, show derived gates on Service Procedure / Perform Service, and block Perform Service completion when required AML gates are not clear.

v2.7.82-aml-field-map-logic · 2026-07-26

AML designated service workflows now include Field Map gate inputs, derived designated-service status, PEP approval, ECDD, Customer_Party[] tracking, and related assessment triggers.

v2.7.80-staff-totp-server-verification · 2026-07-25

Staff TOTP login now verifies on the server and access code responses no longer expose stored TOTP secrets to the browser.

v2.7.79-sidebar-brand-text-width · 2026-07-24

Sidebar firm display names now have more usable text width and can wrap to four lines before the logo row.

v2.7.78-sidebar-brand-manager-access · 2026-07-24

Sidebar Brand quick edit is now visible to Admin/manager roles that can manage practice settings, not only owner-admin accounts.

v2.7.77-sidebar-display-name-editor · 2026-07-24

Admins can now edit a sidebar-only firm display name with manual line breaks, kept separate from the official Firm Name used in documents, signatures, emails, and checklists.

v2.7.76-staff-totp-refresh-restore · 2026-07-24

Staff Authenticator/TOTP logins can now restore on browser refresh even when the legacy TOTP path has no session token saved.

v2.7.75-staff-refresh-no-auto-logout · 2026-07-24

Staff session polling no longer clears saved login storage or reloads the app automatically; failed checks now warn without ejecting the staff screen.

v2.7.74-staff-refresh-session-check · 2026-07-24

Staff refresh session checks now look up staff by staff ID with email fallback and no longer clear the session when the staff row is not returned.

v2.7.73-refresh-keeps-session-branding · 2026-07-24

Staff refresh no longer returns to the login screen when workspace data loading fails; the signed-in shell stays open and shows a retryable load warning.
Practice branding config now loads during normal app startup so refresh restores the saved firm name and logo instead of falling back to 5ECA.

v2.7.72-staff-refresh-logo-rail-fix · 2026-07-24

Sidebar practice logo now starts on the same text rail as the firm name, and long firm names can use three text rows before the logo row.
Staff refresh restore now uses the Staff active flag and restores the saved session before falling back to the login screen.

v2.7.71-staff-refresh-restore-fallback · 2026-07-24

Staff refresh restore now falls back to the login screen if the saved session cannot be restored, preventing the loading overlay from getting stuck.

v2.7.70-sidebar-brand-left-rail · 2026-07-24

Sidebar practice branding now follows the menu text rail, with the firm name left-aligned above the full-width logo area.

v2.7.69-sidebar-practice-brand-stack · 2026-07-24

Sidebar practice branding now stacks firm name first and the logo below it, with short names using two rows and longer names using two name rows plus the full-width logo row.

v2.7.68-workflow-five-patterns · 2026-07-24

Workflow Library now renders five flat workflow patterns: Tax, Accounting, Compliance, Advisory, and AML — Designated Services.
Job types map into shared patterns with step-label overrides, while AML designated services use practice-level enabled toggles.

v2.7.65-sidebar-branding-hover-correction · 2026-07-24

Sidebar no longer renders a duplicate Chaseless Whisper intro card; the header logo area is wider while the practice logo remains protected.
Sidebar and portal hover accents now use the existing gold interaction accent and Staff Board queues use canonical job status labels with clickable rows.

v2.7.64-portal-interaction-branding · 2026-07-24

Staff and Client clickable rows, cards, navigation, accordion headers, and non-primary action controls now share consistent hover, active, and focus-visible interaction styling.
Sidebar Chaseless Whisper and practice logo cards now use matching outer widths and logo display areas without stretching or cropping uploaded logos.

v2.7.63-client-doc-comment-compact · 2026-07-24

Client document request accordions now omit empty accountant instructions and empty previous-comment sections, while keeping a compact 500-character auto-grow upload comment input.

v2.7.62-job-form-workflow-scope · 2026-07-24

Job creation/edit forms no longer show Season / Parent Job or Optional Workflow Stages; optional stages are managed only from Staff Job Detail Workflow.
NOA and ATO Payment Plan optional stages now use canonical entity/job type filters and safer first-created workflow dates.

v2.7.61-noa-workflow-row-preservation · 2026-07-24

Non-Individual job saves no longer delete preserved NOA Distribution workflow rows; hidden NOA rows are excluded from Staff and Client progress calculations until the job is Individual again.

v2.7.60-client-upload-comments · 2026-07-24

Client upload comments for document requests now save to a dedicated document request comment list, separate from internal job comments and upload log entries.
Staff Job Detail shows client upload comments under each requested document, grouped by request item and upload batch.

v2.7.59-client-document-request-ux · 2026-07-24

Client Current Job document requests now render as independent accordions with inline upload, file counts, staff instructions, and a 20-file per batch limit.
Request upload stays on the current Client Portal screen and reports partial upload failures separately.

v2.7.58-job-defer-limit · 2026-07-24

Bulk Defer updates existing jobs in place, keeps status and linked records unchanged, appends the Deferred title suffix once, and blocks any job after three Defer history entries.
Client Timeline now shows the latest original date struck through with the extended date below for deferred jobs.

v2.7.57-optional-workflow-stages · 2026-07-24

Optional NOA Distribution and ATO Payment Plan stages now live in the job workflow, with NOA limited to Individual jobs and disabled stages omitted from Staff and Client progress.
Client Past Job completed records continue to render all progress steps complete with no You are here marker.

v2.7.55-client-safe-past-record-viewer · 2026-07-23

Client Past Records and Completed jobs now open in a client-safe central record viewer instead of the Staff Job Detail modal.

v2.7.54-client-stepper-mobile-scrollbar · 2026-07-23

Mobile Current Job progress stepper now exposes a visible native horizontal scrollbar tied to the stepper scroll container.

v2.7.53-client-stepper-position · 2026-07-23

Current Job progress stepper moved directly below the section header before the request title and document list.

v2.7.52-client-current-job-horizontal-stepper · 2026-07-23

Client Current Job progress restored as a horizontal stepper with completed/current/future states and a You are here marker.

v2.7.51-client-annual-timeline-schedule-period · 2026-07-23

Client Annual Timeline now renders a vertical schedule-period timeline with date/month first and job title only, without due-date or status badges.

v2.7.50-client-account-route-guard · 2026-07-23

Client account menu now excludes Staff Profile/Preferences placeholders, blocks Staff & Access route leakage, and left-aligns desktop client navigation after the logo.

v2.7.49-client-header-nav-visibility-fix · 2026-07-23

Client Portal desktop navigation visibility restored after removing the legacy client-mode topbar hide.

v2.7.48-client-header-nav-consolidation · 2026-07-23

Client Portal desktop navigation moved into the top header between the logo and account controls, while mobile keeps the existing horizontal tab row.

v2.7.47-client-header-staff-controls-removal · 2026-07-23

Client Portal header no longer renders Staff Search, Memo, Timer, New Job, or Notices controls while preserving account, entity switch, session, and navigation tabs.

v2.7.46-client-hero-upload-dedupe · 2026-07-23

Duplicate Upload documents button removed from the Client Portal Home hero while request-item uploads remain available below.

v2.7.45-client-hero-compact · 2026-07-23

Client Portal Home hero spacing compacted so the work panels start higher on the page.

v2.7.44-client-entity-switcher · 2026-07-23

Client account menu now includes Change Entity for logins linked to multiple client entities.

v2.7.43-client-entity-selection-fix · 2026-07-23

Client login now shows the entity chooser when one email is linked to multiple client entities, even if they are not all in the same client group.

v2.7.42-jobs-overview-compaction · 2026-07-23

Jobs Job Overview by Type moved into More filters so the default Jobs screen opens directly into status chips and job cards.
Jobs search clear button remains visible even before search text is entered.

v2.7.41-status-home-ui-consolidation · 2026-07-23

Canonical job statuses consolidated across Jobs, Home, forms, filters, and import validation.
Home workflow cards now show live active-job counts and open matching Jobs status filters.
Jobs toolbar compacted, job search clear button accessibility improved, and fake Bulk due date shell removed.

v2.7.40-batch-a-ui-fixes · 2026-07-23

Jobs Total status chip now clears only the status filter and keeps other filters intact.
Home clickable surfaces now use existing destinations with keyboard activation and visible focus treatment.
Practice branding in sidebar and client shell now stacks logo above the full firm name.

v2.7.32-asic-fix · 2026-07-15

ASIC Annual Review now uses the existing Routine Board incorporation-month path to create yearly Jobs.
Company and corporate trustee ASIC dates are filtered to active eligible entities and excluded for deregistered or external administration records.
Generated ASIC jobs include FY due dates so Jobs Due Month sorting can surface them.

v2.7.30-session-extend-caps · 2026-07-15

Extend adds 30 minutes to the remaining session, with staff capped at 2 hours and clients capped at 1 hour.
Topbar session time uses compact labels without seconds.

v2.7.28-menu-routing-cleanup · 2026-07-14

Staff IA first-level menus now route to v15 landing shells for Staff Board, Clients, Checklists, Compliance, Tools, and Admin.
Staff Board sections and Tools cards now connect to existing modules or clear v15 placeholders.
Ambient toolbar compact behavior improved for 125% browser zoom.

v2.7.27-renderstats-nullsafe · 2026-07-14

Render stats now skips missing stat DOM nodes safely across v15 portal screens.
Login brand spacing now separates the logo and Chaseless Whisper title with a soft divider.

v2.7.26-portal-interface-v15 · 2026-07-14

Staff and client portal interfaces now follow the confirmed v15 direction with final logo, brand colours, ambient toolbar, and watermark treatment.
Staff Home, Workdesk, Staff Board, Client Home, To-do, and Documents surfaces use the new card-first workflow structure.
Document requests are grouped by job with Required / Optional and Received / Missing status language.

v2.7.21-payment-workspace-access · 2026-07-10

Payment Service Review supports a shared workspace model with authorised head office requesters and staff/admin access to the same request list.
Workspace invite links route clients into a limited payment workspace view only.

v2.7.20-client-payment-fallback · 2026-07-10

Add Client now validates required fields, surfaces storage failures visibly, and refreshes the client list after save.
Payment Service Review can create linked or manual unlinked payment requests without requiring a client master ID.
Manual payment requests store requester organisation, Australian entity, recipient email, line items, submission link, and a later-link TODO note.

v2.7.19-payment-review-print-export · 2026-07-07

Payment Service Review now has a dedicated Internal Review print/PDF export that reuses the rendered review screen as the source of truth.
The print view expands review wording, checklist, evidence status, reviewer notes, and AML/CTF internal compliance basis for an internal record.
Missing payment processing evidence is shown as missing/not available instead of being silently omitted.

v2.7.18-tau-payment-form-export · 2026-07-07

Payment Service jobs now expose a visible Tau Payment Form Word export for AML evidence.
The export uses the existing Payment Service request fields, including client/entity, amount, payee, reason, authority, review and approval details where available.
No unrelated service output mappings or global workflow logic were changed.

v2.7.17-tax-agent-appointment-static · 2026-07-03

Admin App Settings now includes a full CW audit export workbook for current data, settings, templates, mappings, and relationships.
The audit includes Attribute Usage Map, Relationship Map, Document Source Trace, Checklist / Work Scope Crosswalk, Job Type Mapping Matrix, and Mapping Issues sheets.
Credential-like values such as secrets, tokens, OTP values, passwords, and API keys are redacted or omitted.

v2.7.0-work-scope-topdown-selector · 2026-06-25

Individual Tax Return jobs use a top-down Work Scope selector across Income, Deductions, Medicare / Health, Tax Offsets, and Other / Adjustments.
Specific leaf selections generate narrowly matched Documents Required, included/excluded areas, and a concise Checklist / Work Program preview.
Work Scope selections and confirmation are saved in the existing Job checklist record, while legacy job scope snapshots remain preserved.

v2.6.9-direct-drag-config-ordering · 2026-06-25

Visible Work Program Library tabs and Tax sub-tabs can now be reordered directly using their subtle grip, with order saved immediately.
Equal-width tab layouts and full-label hover tooltips remain intact, while click selection stays separate from intentional dragging.
Manage tabs is now positioned as advanced management; the shared direct-order pattern also drives workflow cards alongside existing configurable settings lists.

v2.6.8-customisable-workflow-tabs · 2026-06-25

Work Program Library now uses equal-width, customisable Tax, Accounting, Compliance, Payroll, and Adhoc tabs, with focused Tax sub-tabs.
Firms can rename, add, reorder, hide, restore, archive, and reset tabs and sub-tabs while workflows remain linked to their saved category.
Dedicated drag handles persist ordering for workflow tabs, sub-tabs, cards, steps, modules, Request Sets, and Request Set items without changing existing job snapshots.

v2.6.7-workflow-library-simplified · 2026-06-25

The default workflow library is organised into Tax — Income Tax, Tax — Other Taxes, Accounting, Compliance, and Adhoc.
Individual Tax Return and Year-end Accounts & Tax now show specialist schedules/modules within the main workflow instead of separate default workflows.
Individual Tax Return and Year-end Accounts & Tax use the simplified Work Scope-led step structures.

v2.6.6-request-sets-defaults · 2026-06-25

Request Sets now exposes system defaults alongside user-created sets, including ITR, BAS, ASIC Annual Review, Payroll / Wage, Super, Payment Service, and a safely hidden AML/CTF placeholder.
Request items support client/internal wording, exact Job Type and Work Scope mappings, required/upload flags, email and portal wording, ordering, active state, and safe hide/delete behaviour.
Work Scope document generation now uses matching Request Set items; those job document requests feed email drafts and the Client Portal / Whisper list.

v2.6.5-work-program-scope-confirmation · 2026-06-25

Job Checklist / Work Program now starts with a Work Program Scope Confirmation showing the current client, job, period, work program selection, available attributes, and included or excluded areas.
The preparer can confirm the reviewed scope, with the confirmation snapshot stored in existing Job checklist response data where saving succeeds.
Print/PDF and Word outputs append the same scope confirmation as the final page without changing the A / 1 / (1) checklist hierarchy.
The screen and outputs state the current applicability-data limitations instead of inventing unavailable selection rules.

v2.6.4-word-export-numbering-navigation-polish · 2026-06-24

Word export no longer depends on missing wording scripts and always triggers a named browser download when generation succeeds.
Checklist print/PDF and Word output now uses A/B major sections, numbered subsections, and (1)/(2) question numbering.
Client Directory uses the consistent “New Client” create label.
Browser Back closes Job detail first and steps back through supported My Jobs and Client Group drill-downs.

v2.6.3-checklist-na-output-polish · 2026-06-24

N/A now resolves an item without requiring a reason; checklist notes remain optional and are preserved when entered.
Selected-job and selected-client action bars now state clearly that changes apply only to selected records.
Save as Template dialogs are resizable, scrollable, better spaced, and clearly label reusable defaults and applicability attributes.
Print/PDF and Word checklist output now uses clearer headings, spacing, simple item numbering, and optional notes.
Administration App Settings now merges app defaults with user-created values and protects defaults or in-use values from hard deletion.
Client Group cards now calculate entity, job, and overdue totals from that group’s linked entities only.

v2.6.2-checklist-job-workflow-start · 2026-06-24

Job detail Checklist / Work Program now shows Job context, search, status filters, card/list modes, and live completion summary.
Existing checklist library and Job persistence are reused, with best-match template loading for Jobs without a saved checklist.
Checklist saves now persist notes, reviewer notes, optional N/A notes, and updated time/user metadata.
All Jobs card selection now matches the existing list selection and bulk-action pattern.

v2.6.1-myjobs-client-directory-ui-consistency · 2026-06-24

My Jobs now uses shared search, filter, selection, card/list, and bulk status patterns.
By Client drills from Entity Type to clients to the existing Job detail; By Due Month drills from month to job type to jobs.
Client Directory adds list, client card, and group card views while preserving existing filters and table behavior.
Jobs opened from My Jobs become the active Timesheet context; Smart Job Switch continues to guard running timers.

v2.6.0-workspace-navigation-restructure · 2026-06-24

Navigation reorganised around Work, Clients, Compliance, Time, Admin, and Help.
Job actions and operational queues moved under Work Queues without replacing their existing screens.
My Jobs now uses the existing job assignee field with By Client, By Job Type, and By Due Month views.
Admin labels clarified and Whisper Lab tools moved into Firm, Users & Access, Templates, Integrations, and System groups.

v2.3.2 · 2026-06-15

Timesheet: Resume Timer — Draft/Work/no-end_time rows show Resume button; top button becomes Resume Timer; elapsed added to existing hours on stop
Timesheet: Edit modal now always includes ‘Work’ in Entry Type list (never defaults to Annual Leave for Work entries)
Timesheet: Edit modal adds Detail and Status fields; Work Type onchange updates Detail dropdown
Smart Job Switch: redesigned dialog — “Change active job?” title, timer info in header, 4 actions (View only / Save & switch / Save switch & start / Cancel)
Smart Job Switch: “View only” opens target job without changing active job or timer; shows orange banner
Timer resume base hours persisted in sessionStorage (cw_ts_resume_base) for page-refresh safety

v2.3.1 · 2026-06-15

Fix: Smart Job Switch _cwSaveTimeAndSwitch re-entry guard (_cwSaving flag) prevents double-fire on rapid button click
Fix: null guard for _tsStart/_tsJobId before elapsed calculation
Fix: new timer entries now record start_time (derived from _tsStart timestamp)
Fix: startTimer setTimeout checks selId===newId&&!_tsTimer before starting — prevents B timer starting when user already moved to C

v2.3.0 · 2026-06-15

Architecture: Cell configuration (_cellConfig.js) — identity, routing, overflow mode per cell (AUS-MAIN, NSW, VIC, QLD, AUS-REGIONAL)
Architecture: Request guard (_requestGuard.js) — requestId idempotency dedup + per-tenant rate limiting by scope (core / sign / aml)
Architecture: Health check framework (_healthCheck.js) — light (daily) + deep (rotating) checks; 03:00 Sydney DST-aware schedule; synthetic data only
Architecture: Queue message schema (_queueSchema.js) — Sign and AML queue messages with schemaVersion, requestId, identifiers only (no file content)
Config: Queue and Storage names environment-configured; contact emails centralised (support@chaseless.com.au, licensing@chaseless.com.au)
Pricing: Annual maintenance A$36 per 100-Capacity block / year; centralised in _licenseValidator.js with maintenanceRateVersion + effectiveFrom
Docs: Cell deployment template (docs/cell-deployment-template.md) — reproducible cell creation for future corporate Azure rollout
Status page: Contact updated to support@chaseless.com.au and licensing@chaseless.com.au

v2.2.0 · 2026-06-14

Timesheet: db.js auto-patches missing SP list columns on first 400 invalidRequest, then retries — resolves persistent save failure for existing tenants
Timesheet: date-only entry_date now sent as full ISO 8601 (T00:00:00Z) to satisfy SP DateTime field requirement
UI: Job Overview — Expand all / Collapse all buttons above accordion sections
UI: Job Details compact layout — 3-column inline label+value grid (~half previous height)
UI: Accordion headers allow text selection; toggle suppressed when text is actively being selected

v2.1.1 · 2026-06-14

UI: Job Overview — all sections converted to shared collapsible accordion (Job Details, Sub-tasks, Workflow, Documents Required, Attached Files, Communication, Change History)
UI: All sections collapsed by default; per-job open/close state remembered within session
UI: Section headers show item counts; Job Details collapsed header shows Client · Job Type · Period · Assignee summary
UI: Action buttons (Add, Apply Set, Gentle Nudge, Apply workflow) moved inside section bodies; Notes folded into Job Details body
UI: Attached Files section always visible even when empty; shared .sa-* CSS classes ready for Client Detail and AML reuse

v2.1.0 · 2026-06-14

Timesheet: fixed SharePoint 400 invalidRequest — missing columns added to cw_timesheets (entry_type, work_type, work_detail, start_time, end_time, status, client_id, client_name, entity_type, fiscal_year, etc.)
Timesheet: setup.js migration step — re-running setup now adds missing columns to existing SharePoint lists
Timesheet: ts_audit_log mapped to cw_ts_audit_log SharePoint list (bulk audit log now works)
Timesheet: null/empty field values no longer sent to SP (prevents invalidRequest for unknown fields)
Timesheet: "Start Entry" mode — if only Start time entered (no End, no Hours), creates an in-progress Draft entry linked to the timer; Stop patches it directly without re-opening modal
Timesheet: Job Switch "Save time & switch" patches in-progress entry (no duplicate POST); result-checked so timer only clears after confirmed SP success
Timesheet: save errors keep the modal open and show an inline error message instead of silently closing

v2.0.10 · 2026-06-14

UI: Job detail panel — fixed internal vertical scroll at 100% zoom (explicit height on flex container; overflow:hidden; flex-shrink:0 on header/footer; viewport clamp on restore/resize)

v2.0.9 · 2026-06-14

Timesheet: checkbox bulk selection with sticky action bar (Submit, Change Status, Delete, Clear)
Timesheet: filter bar expanded — Status (multi-select), Entry Type, Work Type, Client, Billable filters
Timesheet: bulk status update (role-gated) + bulk delete (Draft=staff, Approved/Locked=manager only)
Timesheet: bulk actions write audit entries to ts_audit_log SP list
Timesheet: "Find Possible Duplicates" tool groups matching entries for manual review
Timesheet: saveTsEntry re-entrancy lock; duplicate-detection dialog before new entry is saved
Job Switch: fixed — guard now triggers from list view (selId=null) when timer is running for another job
Job Switch: "Save time & switch" now saves directly to SP without opening Timesheet modal; timer only stops after successful save; 4-button dialog with live elapsed counter
UI: Job detail panel scrollbar restored (min-height:0 on flex body; makeWindowLike captures height on drag)
UI: Note modal and Notice Board now show Save/Discard/Cancel when closing with unsaved changes
Login: Send Login Code button disabled + spinner shown during loadCodes() delay

v2.0.5 · 2026-06-14

UX: Smart Job Switch Detection — intercepts job navigation when timer is running or unsaved changes exist
UX: Switch dialog shows "Save time entry and switch" (pre-fills timesheet modal then opens new job after save)
UX: Switch dialog shows "Discard and switch" or "Stay on current job" options
UX: Switching to the same job or opening sub-features of the current job bypasses the guard

v2.0.4 · 2026-06-14

Security: client E-Sign signature no longer auto-saved to localStorage — explicit opt-in required
Security: localStorage key no longer contains email or client name (migrated to anonymous key cw_client_sig_v2)
Security: legacy cw_csig_* keys automatically detected and deleted on load and logout
Security: logout now clears non-consented client signatures from localStorage
UI: "Save my signature on this device" opt-in checkbox with shared-device warning in signing pad
UI: "Delete saved signature" button shown in saved signature reuse modal
UI: X/Close buttons on all static modals (Staff, Job, Group, Client); unsaved-changes guard on close/cancel
UX: Outside-click no longer closes modal dialogs (kept for dropdowns and side panels)
UX: makeWindowLike hardened — viewport clamping, canvas drag guard, dynamic modal detection, sessKey collision fix

v2.0.3 · 2026-06-12

Security: file downloads now served directly by Microsoft CDN — file bytes no longer transit CW servers
Security: removed unused Mail.Send scope from Microsoft OAuth grant — CW can no longer send email as connected account
Security: Adobe Sign disconnect now hard-deletes the Key Vault secret instead of writing an empty value
Security: error logs sanitised — SharePoint/Adobe response bodies no longer written to Azure Functions log stream

v2.0.2 · 2026-06-12

Outlook preference: 3 options (Open Web / Try App / Copy Search Text first); Google/Gmail warning added
Email rows: Copy Search Text + Copy Subject + Open Web always inline; Try App shows inline hint (not separate modal); auto-detect suggests Copy Search if used within 30s of Try App
Copy Search Text: full search phrase including subject:"..." from:"..." ready to paste in Outlook Desktop
makeWindowLike: comprehensive drag + resize + session memory for all windows including Job detail panel; resize by right/bottom/corner handles

v2.0.1 · 2026-06-12

Email snippet: upgraded to Mail.Read scope; each email now shows 2–3 line bodyPreview (plain text, no AI summary, not stored)
Outlook scope: reconnect once to activate snippet — existing Mail.ReadBasic tokens continue working without snippet until reconnected
Draggable + resizable modals: all .modal dialogs gain SE/S/E resize handles and session position/size memory; Outlook search helper now floats non-blocking (no backdrop)
Outlook search helper: converted from blocking overlay to draggable floating window — can be moved while browsing Job/Files

v2.0.0 · 2026-06-12

Outlook token refresh: proactive renewal 5 min before expiry; network errors no longer force reconnect; only revoked/missing refresh_token requires reconnect
Email History: each result now includes timeline_event structure ready for Job Timeline merge
Settings > Integrations: Outlook status check proactively refreshes token if near expiry

v1.9.9 · 2026-06-12

Data protection: optimistic concurrency via ETag — conflict returns HTTP 412; silent overwrite prevented

v1.9.8 · 2026-06-11

Outlook Desktop: email open preference selector (Web / Try App first); App button with search helper modal; ms-outlook:// optimistic launch + always-show fallback

v1.9.6 · 2026-06-11

Email History root-cause fix: OData address filter removed; date-range-only fetch with local JS matching for from/to/cc
CC matching support; matchedBy badge; debug count bar; multi-email client scanning

v1.9.4 · 2026-06-11

Timer: logout no longer leaks display intervals; re-login shows "Timer still running" toast with elapsed time and job name
Dropdown cells: value preserved on open (explicit inp.value set after DOM injection); onchange instead of onblur for select types
Grid CSS: cell right-borders, stronger row hover, active cell blue outline on TD itself
Job Time tab: inline Add Row at table bottom (Date, Entry Type, Work Type, Detail, Description, Start, End, Hours, Bill); client/job pre-filled from context; Start+End auto-computes Hours
Timesheet Settings: tabbed layout (Entity Types / Entry Types / Work Types & Details); Work Details always expanded per Work Type with inline add/remove

v1.9.2 · 2026-06-11

My Timesheet redesigned — day-grouped, collapsible rows, date moved to group header
Day Status dropdown per group; Submit Day + Submit All modal
Timer badge: elapsed + client + job; Job Time tab Excel-style grid with Status column

v1.9.1 · 2026-06-11

Fix: Invalid Date on timesheet grid — SharePoint ISO datetime now safely sliced to YYYY-MM-DD before parsing
Fix: Duplicate row creation — added in-flight save guard (savingRows Set); concurrent saves on a new row now queue instead of double-CREATE
Fix: Client selection now auto-fills Entity Type from the client record; clearing client clears entity
Fix: Selecting a Job back-fills Client and Entity Type when client was not yet set

v1.9.0 · 2026-06-11

Timesheet redesign — My Timesheet master grid (14 columns, inline editing, Tab navigation)
Team Timesheet view for managers (grouped by staff, submit/approve/reject workflow)
Timesheet Settings — firm-configurable Entity Types, Entry Types, Work Types, Work Details per work type
Work Detail sub-dropdown hierarchy (Admin, Basic_Check, FS_Work, Tax_work, BAS_IAS, Wage, Super, Others)
Status lifecycle: Draft → Submitted → Approved/Rejected → Locked
Timer persistence across page refresh (sessionStorage) + global running badge
Edit modal bug fix — existing entry values now correctly pre-filled
New SP columns: work_detail, entity_type, client_id, client_name, remarks, status, submitted_at, approved_by, approved_at, fiscal_year

v1.8.0 · 2026-06-11

Folder/file path system — buildFolderPath() entity_first default, buildFileName() drLabel prefix, Windows path limits
Timesheet upgrade — HH:MM display, 5-min increments, entry_type (Work/Leave), work_type, start/end time fields
AML upgrade — Prohibited risk rating, AML CO sign-off workflow, periodic reconfirmation (24mo/12mo/immediate)
Request Sets — Apply template document sets to jobs with placeholder resolution ({YearLabel}, {Period}, etc.); Settings CRUD
Job Reassignment — Reassign button (Manager+), audit log, bulk reassignment via job list
Outlook Email Timeline — api/mail-timeline.js proxy (Mail.ReadBasic, zero-knowledge), per-user connect/callback/status endpoints, Email History tab in job detail

v1.7.0 · 2026-06-10

GitHub Pages 비상 안내 화면 — /docs/index.html (Azure 장애 시 독립 운영)
Cloudflare 백업 구조 설계 문서 — /docs/cloudflare-backup-design.md (Current/Target State Gap Analysis 포함)
멀티 배포 모델 설계 문서 — /docs/multi-deployment-design.md (Plan A/B/C)
코드 구조 분리 — api/_config.js, _graphClient.js, _licenseValidator.js, _tenantConfig.js (기존 기능 변경 없음)

v1.6.0 · 2026-06-09

Popup size persistence — Note & Notice Board 팝업 크기 조절 후 닫아도 localStorage에 저장, 다시 열면 복원
Timesheet Report — Job별 타임시트 탭에 "Report" 버튼 추가; FY 기준 전체 집계 모달 (By Job + By Staff, 날짜/직원 필터)
E-Sign auto-detect — E-Sign 화면 진입 시 30초 폴링 시작; 상태 변경 감지 시 자동 업데이트; 다른 메뉴 이동 시 폴링 중단
Working Paper — 탭 버튼에 상태 뱃지 표시 (Draft / Reviewed / Signed Off)

v1.5.1 · 2026-06-09

Staff permissions — Role 변경 시 확인 팝업 → 취소 시 Role 복원, 확인 시 해당 Role 기본값으로 권한 초기화
Staff permissions — "Apply defaults for role" 버튼도 동일 확인 팝업 거쳐서 적용

v1.5.0 · 2026-06-09

Staff modal — Info / Permissions 2탭 레이아웃
App Settings 권한 표 (29 기능 × Y/N)
App Usage 권한 표 (12 기능 × C/M/D/A/U + All 토글)
역할별 기본값 자동 적용, "Apply defaults" 버튼, 다른 직원 권한 복사
permissions JSON 컬럼 — CW Access Codes SP 리스트에 저장

v1.4.0 · 2026-06-09

Group modal — removed Korean/Chinese placeholder text; updated to English examples
Job detail panel — group name badge shown next to client name
Integrations — Adobe Sign card removed; connectAdobeSign / disconnectAdobeSign / openSignModal functions removed
Modal headers — colored headers per menu section (Staff #551F77, others #082B54)
Notice Board popup — fixed resize-drag closing modal; improved drag cleanup on remove
E-Sign Requests — bulk selection with checkboxes; bulk Archive / Resend / Cancel; search + date range filter
Gentle Nudge — bulk archive selected doc requests; checkbox per pill; removed individual archive button

v1.3.0 · 2026-06-09

Staff roles — Developer role added; canEdit/canAdmin/canManage updated to include developer
Client modal — job creation confirm popup removed; Nick placeholder updated to English
Client directory — Nick column: nowrap + ellipsis + tooltip on hover
Note popup — drag fix (inner div ID corrected); resize:both enabled
Notice Board popup — drag support + resize + title click opens edit modal
Gentle Nudge — archive/delete per document request item; Show archived filter toggle
E-Sign Requests — archive button per row; archived filter; SharePoint files never deleted
Client Access (Google Auth) — replaced tiny select with full client table (Entity Type, Legal Name, Nick, Contact, TOTP status)

v1.2.0 · 2026-06-09

Activity Log — all staff modifications recorded to cw_activity_logs (SharePoint)
Version history — latest 5 shown in detail, older versions as compact list
Popup drag & resize — all modals are now draggable; size saved per-user in localStorage
Client directory — Nick column added; Legal Name, Client Group field renames; Type/Practice fields removed; Relationship changed to dropdown
Groups — Nick column added; search includes Nick and client names within groups
Staff & Access — roles redesigned: Admin / Partner·Principal / Manager Sr / Manager Jr / Accountant
For Team menu — Memo + Notice Board + Calculators in one tabbed view

v1.1.6 · 2026-06-08

Whisper Lab sidebar: 3-level collapsible menu (Whisper Lab → App Setting-Core/Advance/Firm → individual sections)
Whisper Lab page: 2-level tab UI — main tabs (Core/Advance/Firm) with sub-tabs per group
Sidebar menu and page tabs both navigate to any section independently

v1.1.5 · 2026-06-08

Access > Client: Google Authenticator QR code generation & email delivery for client TOTP setup
Backup & Archive absorbed into Whisper Lab (App Setting-Advance)

v1.1.4 · 2026-06-08

Sidebar redesigned: WORKSPACE → MENU; ADMIN restructured with Client / Access / Whisper Lab collapsible groups
All Jobs, My Jobs with collapsible Overdue / Completed sub-items
AML/CTF moved to MENU; Whisper Lab promoted to ADMIN sub-group

v1.1.3 · 2026-06-08

Certificate PDF checkmark (✓) rendering fix — Helvetica U+2713 replaced with HTML entity
Sign request views: signer status checkmark fixed

v1.1.2	UI English-only, Sign wizard nav, Resend/Copy Link buttons
v1.1.1	Sign request fixes, Back button state, thumbnails panel, page jump bug
v1.1.0	PDF AES-256 encryption, COPY ONLY watermark, certificate always appended
v0.9.x	CW E-Sign tool (replaces Adobe Sign), multi-signatory, ETA 1999 compliance
v0.8.0	AML/CTF, Working Paper, Timesheet, Send Update, Adobe Sign, Notice Board
v0.7.x	Supabase removed, OneDrive migration, Azure Key Vault
v0.6.x	Routine Whisper Board, patch-schema auto-run, auto-restore, ASIC dates
v0.5.x	Tax Checklist, OneDrive upload, OTP login, Whisper Lab branding