JJazhi

Changelog

What we shipped, when we shipped it.

Curated highlights from the working dev journal. Every entry ends with the practical impact, not the mechanism. Notable fixes, behaviour changes, and infrastructure milestones land here. Internal refactors and minor polish do not.

April 2026

Categoriser

CSV upload smoothed: pick the client inside the mapping window

  • Drop a CSV before picking a client — the mapping window opens with a client picker built in.
  • ANZ exports now identify correctly when the bank name is in the filename rather than the row content.
  • Reverse-chronological CSVs (newest-first) show the correct date range.
  • If you have a saved column mapping for the client you pick, it applies automatically.
Impact: First-time CSV uploads work whether you pick the client first or after. No more upfront errors for new agents.
Mail

Foundations for sending mail through your own mailbox

  • Application-layer encryption for the credentials that power BYO outgoing mail.
  • Per-environment key separation so a database snapshot in one place can't be decrypted in another.
  • Database structure ready to accept Gmail, Microsoft, and SMTP providers as agents connect them.
Impact: The groundwork for sending from your own mailbox is in place. The connect flow lands in a coming release.
BAS workflow

Status changes now prompt the matching client email

  • Approving a BAS prompts to send the cover email to the client.
  • Categoriser, BAS Working, and Calendar all share the same set of due dates.
  • Recurring tasks can be edited and undone.
  • Unreconciled BAS due within 14 days surface on the dashboard automatically.
Impact: Fewer dropped client communications between approval and lodgement.
Bulk send

Bulk chaser polish

  • Per-client progress while a bulk send runs, with a one-click retry for any failures.
  • Inline hint when you try to include a client who has opted out of email.
  • Multi-select filters on the bulk view by client status, quarter, and opt-out flag.
Impact: BAS reminder campaigns finish cleanly even at fifty-plus clients, and opt-outs are respected by default.
Parsers

Three more bank statement layouts supported

  • CBA Transaction Summary statements parse correctly even with negative running balances.
  • ANZ Plus (the newer ANZ digital-bank layout) is supported alongside classic ANZ.
  • Westpac Transactions Report layout no longer drops transactions whose descriptions contain dates.
  • Reconciliation panel flags any difference between the statement's stated totals and the parsed totals.
Impact: More clients can upload PDF directly without exporting a CSV first.
Practice management

Per-client opt-out, custom recurring rules, scheduled one-offs

  • Mark a client as opted out of email and the system stops chasing them everywhere.
  • Custom recurring rules with editable sign-off text per rule.
  • Schedule a one-off reminder for a specific date on a specific client.
  • Email delivery failures (bounces, complaints) appear next to the in-app reminders.
Impact: Non-standard reminder cadences (monthly clients, year-end providers, sensitive clients) are now supported without workarounds.

Earlier entries (Phase 1 & 2 build, ZAKI_DB port, BAS engine port, dashboard) live in the internal AUDIT log. We'll backfill the public changelog as time allows.

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