• 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.

• 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.

• 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.

• 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.

• 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.

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

• 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.

• 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.

• 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.

• 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.

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

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

• 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.

• 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.

• 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.

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

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

• 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.

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

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

• 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.

• 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.

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

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

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

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

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

• 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.

• 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.

• 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.

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

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

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

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

• 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.

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

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

• 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.

• 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.

• 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.

• 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.

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

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

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

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

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

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

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

• 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.

• 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.

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

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

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

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

• 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.

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

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

• 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.

• 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.

• 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.

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

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

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

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

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

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

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

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

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

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

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

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

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

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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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

• 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

• 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

• 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

• 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

• 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

• 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)

• 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

• 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

• 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

• 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

• 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

• 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

• 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

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

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

• 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

• 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

• 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

• 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

• 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

• 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

• 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)

• 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)

• 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

• 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

• 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

• 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)

• 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

• 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

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

• 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

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

▸ Earlier versions