KARM Legal — Portal

Client ID	Type	Client	Vertical	Contact	KYC Ref	Proposals	Open Matters	Status
No clients yet. Add your first client to get started.

KYC Ref	Name / Entity	Type	Vertical	Submitted	Risk Rating	Docs	Follow-Up	Status
No KYC records yet.

Proposal #	Client / KYC Ref	Vertical	Service Type	Billing	Value	Validity	Status
No proposals yet.

Matter Ref	Matter Name	Client	Vertical	Service Type	Assigned	Deadline	Billing	Billable Hrs	Non-Bill Hrs	Status
No matters yet. Create a matter from an accepted proposal.

Date	Matter	Client	Vertical	Task	Description	Duration	Type	Logged By
No time entries yet.

Module	Admin (locked)	Senior	Executive	Operations
Loading permissions...

Member	Job Title	Email	Vertical	Role	Last Active	Status
No team members yet. Add your first member to get started.

Version 1.65.0

Current

8 April 2026

UpdateInvoicing module removed — billing managed externally via Zoho
UpdateSidebar — Invoicing nav item removed
UpdateDashboard — Invoicing pipeline step and Outstanding stat card removed
UpdateTime Tracking — filter panel rebuilt with unified searchable dropdowns for Client, Matter, and Logged By
UpdateTime Tracking — Client filter now loads before Matter; selecting a client filters matters to that client only
UpdateTime Tracking — Logged By shows all active users for Admin, same-vertical users for Senior
UpdateTime Tracking — list view now renders immediately on panel switch using cached data
UpdateToast notifications — larger size with slide-up entry and smooth fade-out animation
NewExport Time — confirmation modal shows entry count and total hours before downloading
UpdateClients — status and vertical filter buttons now reset correctly when selecting All
UpdateDashboard — Hours This Month stat card shows logged-in user's own hours for all roles

Version 1.64.0

Released

1 April 2026

NewUsers — Add Team Member creates a real Supabase Auth account with email + temporary password; member can log in immediately with no email confirmation required
NewUsers — Session preservation during Add Member: admin session is saved and restored after signUp so creating accounts does not sign out the admin
NewUsers — Duplicate email check before signUp; orphaned rows with same email are cleaned up automatically before upsert
NewUsers — upsert (instead of insert) handles trigger-created rows gracefully — no more duplicate key errors
UpdateUsers — Full name is now properly capitalised per word (e.g. "aileen amaranto" → "Aileen Amaranto") in both Add and Edit Member
NewUsers — Job Title column added to Team Members table
NewUsers — Edit Member modal fully wired: pre-fills all fields, saves name, title, phone, vertical, role, and active/inactive status
NewUsers — Deactivate member button with confirmation; preserves all data and time entries
NewAuth — Change Password: clicking the user card (bottom-left) opens a modal to update password; re-authenticates with current password before updating
UpdateDashboard — Role banner ("Logged in as Admin") now only visible for Admin role; hidden for all other roles
UpdateDashboard — Pipeline steps are now role-based: Executive sees Clients and Matters only; Admin/Senior/Operations see all five steps
UpdateDashboard — Pipeline step numbers removed for a cleaner look
UpdateDashboard — Recent Activity now shows KYC, Proposals, and Matters with type pills, status badges, sub-details, and time-ago timestamps
UpdateNavigation — Administration section (User Management) hidden for all roles except Admin
UpdateNavigation — Preview As role switcher restricted to [email protected] only
UpdateNavigation — Switching panels now auto-refreshes data for that section every time
UpdateForms — All add modals clear their fields on open so they always start fresh
UpdateTime Tracking — Role-based visibility: Executive and Operations see only their own entries; Admin and Senior see all

Version 1.63.0

Released

1 April 2026

NewTime Tracking — Filter panel with role-based field visibility; Admin & Senior see all filters (Date, Matter, Client, Category, Billing Type, Logged By); Executive & Operations see Date, Category, and Billing Type only
NewTime Tracking — Active filter pills with individual × remove buttons; filter count badge on the Filter button
NewTime Tracking — Filter button and pills are list-view only; both hidden automatically when switching to Calendar View
NewTime Tracking — Default filter set to current month on load
NewTime Tracking — Role-based data visibility: Executive and Operations only see their own entries; Admin and Senior see all team entries
UpdateTime Tracking — Export Excel exports only filtered/visible entries; includes filter-aware data for all roles
NewTime Tracking — Export to .xlsx (Excel) with formatted header row, column widths, and a Summary sheet
NewTime Tracking — Import from .xlsx — saves directly to Supabase in batches; supports HH:MM, decimal, and Xh Ym duration formats; skips invalid rows with count in toast
UpdateTime Tracking — Duration exported in HH:MM format
NewTime Tracking — Edit time entry via edit button or double-click row; updates date, billing type, hours, category, and description
NewTime Tracking — Calendar view shows daily logged hours per day with entry count; weekly totals in TOTAL column; prev-month overflow days included in weekly total
UpdateTime Tracking — Summary cards (Today / This Week / This Month) reflect all role-appropriate entries regardless of filter panel state

Version 1.62.0

Released

25 March 2026

NewTime Tracking — fully wired to Supabase; entries now persist across sessions and load on login
NewTime Tracking — real-time display with Date, Matter, Client, Category, Description, Duration, Amount, Type, and Logged By columns
NewTime Tracking — Delete time entry with confirmation; refreshes both the time table and matter billable hours on deletion
NewTime Tracking — Manual Entry redesigned with Start/End Time and Duration toggle modes
NewTime Tracking — Start/End Time mode uses segmented HH:MM AM/PM inputs with live duration calculation
NewTime Tracking — Duration mode allows direct entry of hours and minutes when exact times are not known
UpdateExport CSV now reads from live DB data instead of DOM — includes Start Time, End Time, and Logged By columns
UpdateMatters billable hours refresh automatically after any time entry is saved or deleted
NewBilling Type — Hourly and Lump Sum on Proposals with currency selector for both modes
NewBilling info flows from Proposals to Matters — displayed read-only; edit only from Proposals section
UpdateMatters — Progress (%) field removed
UpdateMatters — billing columns removed from matters DB table; billing sourced entirely from linked proposal
FixEdit Matter broken for restricted roles — now correctly opens in view-only mode using direct role check
FixEdit button now opens modals in view-only mode for read-only roles across Clients, KYC, Proposals, and Matters
UpdatePerformance — all queries use specific columns instead of SELECT * reducing data transfer
UpdatePerformance — Clients and Proposals load first on login; KYC, Matters, Invoices and Time Entries load in background

Version 1.60.0

Released

24 March 2026

NewMatters — converted from card grid to table view, consistent with all other sections
NewMatters — progress bar removed; table columns: Matter Ref, Matter Name, Client, Service Type, Assigned, Deadline, Billable Hrs, Non-Bill Hrs, Status
NewMatters — Billable Hrs column shows hours logged and AED value (hours × billing rate) for Retainer matters at a glance
NewMatters — Non-Billable Hrs column shows non-billable hours logged against the matter
NewKYC — added On Hold (amber) and Completed (green) statuses; filter tabs updated
NewKYC — status auto-sets to Completed when all documents are ticked on save
NewKYC — Approved By field now also unlocks for Completed status
NewKYC — Completed records appear in proposal KYC selector alongside Approved
FixDelete button was broken for all roles — showConfirm was targeting wrong button ID (confirm-ok vs confirm-ok-btn)
FixRead-only role restriction now works for dynamically rendered buttons (matter rows, proposal rows) via panel-level delegation
NewAdd Time — Client and Matter dropdowns now load from DB; selecting a Client filters Matters to that client only

Version 1.59.0

13 March 2026

NewMatters — cards now have Edit and Delete; edit modal updates name, type, status, progress, start date and deadline; changes apply instantly
NewMatters — search and status filter tabs (All / Active / On Hold / Closed) added to toolbar
NewMatters — New Matter modal now loads accepted proposals from DB; client name auto-populated from selected proposal
NewMatters — matter_ref now matches the linked proposal ref (e.g. KL-101-VA-P2026-V1)
NewDashboard — pipeline counts, KYC Pending and Open Matters stats now live from DB
NewDashboard — Upcoming Deadlines card shows matter deadlines within 30 days with urgency colour coding
NewDashboard — Recent Activity card shows latest matters and proposals
NewProposals — filter tabs (All / Draft / Sent / Accepted / Rejected) and live search replace the non-functional Filter button
FixProposals — Validity Date marked as mandatory (*) but was not enforced on save; now validated
FixPerformance — all save functions now close modal immediately and save in background; no more UI delay on save
FixClients — editing vertical now cascades to linked KYC records and proposals in DB

Version 1.57.0

13 March 2026

FixLogin broken — switchRole() and applyReadOnlyButtons() functions were missing entirely, causing crash on login before any data could load
FixAll data (Clients, KYC, Proposals, Matters) was not displaying after login due to the above crash
UpdateDashboard nav item now has correct id="nav-dashboard" for role visibility logic

Version 1.56.0

12 March 2026

FixKYC — saveKyc() function was missing entirely; KYC form submit was silently broken
FixLogin broken — filterPropKyc() had unescaped quotes in inline onclick string causing JS syntax error; rewritten using data-* attributes
NewKYC — saveKyc() now inserts full record to DB including all fields: name, email, type, vertical, risk, documents bitmask, remarks, EID no/expiry, passport no/expiry, license no/expiry
UpdateKYC Edit modal — EID No, EID Expiry, Passport No, Passport Expiry fields added for Individual; License No, License Expiry for Corporate
UpdateKYC Edit — saveEditKyc() now saves all new ID document fields to DB
UpdateKYC rows — new fields stored as data attributes so edit modal can pre-populate without a second DB fetch

Version 1.55.0

12 March 2026

FixClients — Client Type and Client Name columns swapped to correct order
FixClients — KYC Ref now updates automatically when a KYC entry is saved or approved
FixKYC — Emirates ID and Passport No. fields now clear after saving a new entry
NewKYC Individual — Emirates ID Expiry and Passport Expiry date fields added
NewKYC Corporate — License Expiry date field added
UpdateProposals — KYC record selector is now a searchable dropdown (search by ref or client name)

Version 1.53.0

8 March 2026

FixCritical JS syntax error fixed — unescaped quotes in proposal row ondblclick attribute was breaking all JavaScript on the page, causing "attemptLogin is not defined" and preventing login

Version 1.52.0

8 March 2026

FixEdit and Delete buttons now actually appear and work on proposal rows — previous fix built the row builder correctly but the old function was still in place

Version 1.51.0

8 March 2026

FixClient name, KYC Ref and Vertical now save and display correctly on proposals
NewCurrency selector added to proposals — AED or USD, shown in table and saved to DB
NewStatus field added to New Proposal form — no longer hardcoded to Draft
NewEdit Proposal modal — update service type, status, currency, value, validity date and scope
NewDelete Proposal — removes record from Supabase with confirmation dialog
NewDouble-click proposal row to open Edit modal

Version 1.50.0

8 March 2026

FixService Type options now appear immediately when a KYC record is selected — no longer requires Version to be chosen first
FixProposal ID still only generates once KYC, Type and Version are all selected

Version 1.49.0

8 March 2026

FixProposal sequence now starts at 101 — fallback default corrected from 1 to 101

Version 1.48.0

8 March 2026

UpdateService Type options updated per vertical — Fintech: Legal Advisory, Agreement / T&Cs, License Application · Virtual Asset: Legal Advisory, VARA Applications, Non-VARA Application · Corporate: Structuring / Advisory Services, Financial Services Application, Incorporation

Version 1.47.0

8 March 2026

FixProposal ID no longer shows "undefined" — vertical code now correctly read from selected KYC record
NewService Type dropdown is now dynamic — options change based on the vertical of the selected KYC (Fintech, Virtual Asset, or Corporate)
UpdatePlaceholders added to Proposal Type, Service Type and Version dropdowns
FixProposal ID only generates when KYC, Type and Version are all selected

Version 1.46.0

8 March 2026

FixRemarks textarea now greyed out and locked in Read Only view of Edit KYC modal
FixNew Proposal modal now loads approved KYC records from Supabase into the dropdown when opened
UpdateKYC dropdown shows ref, client name and type for each approved record

Version 1.45.0

8 March 2026

FixDouble-click to edit now works on Clients and KYC rows
FixRemarks now stored in row dataset on load and saved correctly on edit

Version 1.44.0

8 March 2026

FixEdit KYC modal broken — variable name typo (row vs _editingKycRow) in remarks field caused a JS error on open
NewESC key closes any open modal (except confirm dialogs which require explicit button click)
NewButton press effect — all buttons depress slightly on click
UpdateSmooth scroll enabled site-wide
NewDouble-click any row to open Edit — works on Clients, KYC, Proposals and Invoices
UpdateSidebar active indicator transition smoothed

Version 1.43.0

8 March 2026

FixClient dropdown options now stay on a single line — name truncates with ellipsis, ref and type stay right-aligned
FixKYC insert error "violates check constraint kyc_records_risk_rating_check" — risk rating is now only sent to DB when selected
NewRemarks textarea added after document checklist on both Corporate and Individual KYC forms — for listing pending documents, persons, or notes
NewRemarks field also available in Edit KYC modal — pre-fills from saved value and saves back to DB

Version 1.42.0

8 March 2026

UpdateTrade License No. renamed to License No. and made optional
UpdatePrimary Contact placeholder changed from "Authorized signatory" to "Contact person"
UpdateRisk Rating made optional on both Corporate and Individual KYC forms

Version 1.41.0

8 March 2026

FixConfirm dialog buttons replaced with plain inline-styled buttons — removed .tbtn class entirely so no stylesheet rule can interfere with centering

Version 1.40.0

8 March 2026

FixCancel/Delete buttons now truly centered — root cause was .modal{width:520px} overriding inline max-width. Fixed by pinning confirm modal to 340px via CSS ID rule

Version 1.39.0

8 March 2026

FixCancel button removed from Access Restricted popup — uses hidden attribute + CSS !important to ensure it never shows on info-only dialogs

Version 1.38.0

8 March 2026

FixApproved By now stays locked when Edit KYC opens — the read-only loop was accidentally re-enabling it for non-read-only users
FixCancel/Delete/OK buttons now centered via dedicated CSS flex rules with !important — overrides .tbtn base styles reliably

Version 1.37.0

8 March 2026

FixApproved By field is now correctly disabled when Edit KYC modal opens — only unlocks when status is switched to Approved
FixCancel/Delete and OK buttons now properly centered — fixed via CSS class override instead of inline style which was being overridden by .tbtn{display:flex}

Version 1.36.0

8 March 2026

FixDuplicate KYC ref error — caused by conflicting DB triggers. Run the updated kyc-delete-trigger-fix.sql in Supabase to resolve permanently
FixCancel and Delete buttons now properly centered using inline-flex — no longer affected by modal width or flex container conflicts
NewRead Only view mode now applies to Edit Client modal as well — all fields locked, Save hidden, same behaviour as KYC edit
UpdateEdit buttons across all modules (Clients, KYC, Proposals, Matters, Invoices) are always clickable for Read Only users — only Delete is greyed
FixPhone number from client record now auto-fills when selecting a client in the New KYC form

Version 1.35.0

8 March 2026

FixCancel and Delete buttons now properly centered — removed text-align:center from flex container which was overriding button layout
FixKYC Already Exists warning now appears on top of the New KYC modal — confirm dialog z-index raised to 500

Version 1.34.0

8 March 2026

FixSearch box and All/Corporate/Individual filter buttons now sit together on the same row, New KYC button pushed to the right
FixCancel and Delete buttons in delete confirmation are now properly centered
FixKYC insert error "seq_num is ambiguous" — fixed in updated kyc-delete-trigger-fix.sql (run in Supabase)

Version 1.33.0

8 March 2026

UpdateStatus filter buttons moved to a separate row below the search/type row — no longer crowded
FixEdit button is now clickable for Read Only users — opens modal in locked view-only mode
FixNew KYC button hidden for Read Only access
FixOK button now properly centered on info-only dialogs (Access Restricted, warnings)
UpdateNationality dropdown now shows country names (Afghanistan, United Arab Emirates, etc.) instead of adjectives
UpdateLabels corrected — UBO Nationality on Corporate, Nationality on Individual
FixCancel/Delete buttons on delete dialogs centered
FixKYC delete error fixed — run kyc-delete-trigger-fix.sql in Supabase to remove the broken trigger
UpdateKYC Ref field greyed out (read-only), Entity/Client Name is now editable in case it differs from the client record

Version 1.32.0

7 March 2026

UpdateNationality fields renamed to Country / Nationality with updated placeholder text
FixKYC ref sequences — C and I counters must be separate in DB (run: INSERT INTO id_sequences(entity,next_seq) VALUES('kyc_corp',1),('kyc_ind',1) ON CONFLICT DO NOTHING)
NewApproved By field is greyed out and disabled unless Approved status is selected in Edit KYC
NewKYC status filter buttons added — filter by Pending, Under Review, Approved, Rejected alongside existing type filter
FixKYC search bar and type filter buttons are now wired up and working — aligned in a single toolbar row
FixAccess Restricted popup OK button is now centered — Cancel hides itself for info-only dialogs
UpdateSubmitted date now displays as 07 Mar 2026 format
NewRead Only users can open Edit KYC to view document checklist — all fields locked, Save/Cancel hidden

Version 1.31.0

7 March 2026

NewSelecting a client in KYC auto-switches the Corporate/Individual tab and pre-fills name and email
NewIf a KYC already exists for the selected client, a warning popup asks before proceeding
NewNationality fields (UBO and Individual) replaced with searchable dropdowns — full country list included
UpdateJurisdiction list updated: Dubai, Abu Dhabi, Sharjah, Ras Al Khaimah, Other Country
UpdateTeam Vertical and Risk Rating now have placeholder options
FixKYC document checkboxes now save exact per-document state using bitmask — reopening edit shows the correct boxes ticked regardless of position

Version 1.30.0

7 March 2026

NewKYC Edit modal now shows the full document checklist — tick each document received instead of entering numbers manually
UpdateChecklist is pre-filled based on how many docs were previously recorded — first N items are checked automatically
UpdateLive counter shows X / Y received and turns green when all documents are collected
UpdateCorporate and Individual checklists are different — modal automatically shows the correct list based on KYC type

Version 1.29.0

7 March 2026

FixRead Only greying now works correctly — removed conflicting senior-hidden class from action buttons
FixDocs column now saves correctly — fixed Corporate/Individual detection to use visible fields instead of border colour
NewKYC Edit modal — update status, risk rating, document count and approving officer
UpdateKYC row updates instantly after edit without needing a full page reload

Version 1.28.0

7 March 2026

NewRead Only roles now have edit and delete buttons greyed out across Clients, KYC, Proposals, Matters and Invoices
NewClicking a greyed button shows an in-portal "Access Restricted" dialog instead of silently failing
UpdateRead-only state re-applies automatically after every data load so dynamically rendered rows always respect the current role

Version 1.27.0

7 March 2026

FixKYC vertical column now shows proper label (Fintech, Virtual Asset, Corp. Commercial) with matching color tag
FixDocs column now correctly counts and saves the number of checked documents on submit
FixDelete button on KYC records now works — removes from Supabase with in-portal confirmation
UpdateCheckboxes are fully reset when the KYC modal is closed after submission

Version 1.26.0

7 March 2026

NewKYC client link is now a searchable dropdown — loads all clients from Supabase when the modal opens
NewSearch by client name or Client ID (e.g. C00001) — matching results show name, ref and type
FixPreviously only showed clients added in the current session — now loads the full client list every time

Version 1.25.0

7 March 2026

FixAdd Client and Edit Client are now completely separate modals — opening one can never bleed into the other
FixClosing Edit without saving no longer leaves the Add Client modal in a broken state
UpdateEdit Client saves directly to Supabase before updating the row — button shows Saving... state during the request

Version 1.24.0

7 March 2026

NewAll modules now load from Supabase on login — Clients, KYC, Proposals, Matters and Invoices all persist across refreshes
NewEach module reloads automatically after a new record is saved — no manual refresh needed
UpdateKYC, Proposals, Matters and Invoices tables now have proper IDs so data can be written and read correctly
UpdateKYC table now shows KYC Ref as first column, matching the same pattern as Clients

Version 1.23.0

7 March 2026

FixEdit Client now pre-fills all fields — name, type, vertical, email, phone and status all load correctly
FixClient ID now shows the actual generated ID (e.g. C00001) instead of a checkmark after saving
UpdateRow data attributes updated after each edit so re-opening the form always shows the latest values

Version 1.22.0

7 March 2026

FixTrigger error "record new has no field client_ref" resolved — SQL now safely adds the column before creating the trigger
NewCustom in-portal confirm dialog — replaces the browser's native popup on all delete actions
UpdateNo more browser alert(), confirm() or prompt() calls anywhere in the portal

Version 1.21.0

7 March 2026

FixRemoved all .select() calls after inserts — eliminates column-not-found errors across Clients, KYC, Matters and Invoices
FixClient, KYC, Matter and Invoice saves no longer crash regardless of whether the SQL setup has been run

Version 1.20.0

7 March 2026

Fixclient_ref column error resolved — portal no longer requests the column before SQL has been run
NewEdit button now opens the client form pre-filled and saves changes back to Supabase
NewDelete button now removes the client from Supabase with a confirmation prompt
NewView button shows a quick summary toast for the selected client

Version 1.19.0

7 March 2026

FixClient save no longer errors — client_ref is now auto-generated by the database trigger, not sent from the form
FixAdd Client form now fully resets after save — all fields including phone, type, vertical and status are cleared
UpdateClient Type, Team Vertical, and Status dropdowns now show a placeholder — required before saving
UpdatePhone number now saved to the database alongside email

Version 1.18.0

7 March 2026

NewClient ID auto-generated on save — format C00001, assigned by Supabase trigger
NewKYC Ref auto-generated — format KYC-2026-C001 (Corporate) / KYC-2026-I001 (Individual)
NewInvoice Ref auto-generated — format INV-000001
NewProposal ID sequence now fetched live from Supabase — always uses the correct next number
NewDeleted IDs are returned to a gap pool and reused — no skipped or wasted numbers
UpdateClients table now shows Client ID column — populated immediately after save

Version 1.17.0

7 March 2026

NewAll Add/Save forms now write directly to Supabase — records persist across sessions and devices
NewClients, KYC, Proposals, Matters, Invoices, and Team Members all save to the database on submit
UpdateAll submit buttons show "Saving..." state while the request is in flight — prevents duplicate submissions
UpdateError messages now show the actual database error if a save fails — easier to diagnose issues
UpdateAdd Member form now shows confirmation to direct the new user to sign up at firm.karmadv.com

Version 1.16.0

7 March 2026

NewClient workflow decoupled from KYC — clients can now be created independently without a KYC record
NewNew KYC modal now includes optional "Link to Existing Client" dropdown — attach KYC to a client created in parallel
FixClients added without KYC now show "Pending KYC" status in the clients table instead of blank
UpdateProposals still require an approved KYC record before creation — rule unchanged

Version 1.15.0

7 March 2026

NewAccess Control Matrix is now fully editable — Admin can change permissions per role directly in the portal
NewPermissions saved to Supabase role_permissions table — changes persist across sessions for all users
NewPermission changes take effect immediately — affected roles are redirected if their active panel becomes restricted
UpdateAdmin column locked in the matrix — Admin always retains full access to all modules
UpdateAccess levels colour-coded — Full (green), Read Only (blue), Own Only (amber), Hidden (grey)

Version 1.14.0

7 March 2026

FixAccess Control Matrix showing wrong empty state message ("No time entries yet") — now always renders static permission rows
FixTeam Members table now loads live from Supabase on login — real accounts visible immediately after deploy
UpdateAll hardcoded sample data removed across every module — Clients, KYC, Proposals, Matters, Invoices, Time Tracking, Users
UpdateAll modules now show clean empty states ready for real data entry
UpdateDashboard stats, pipeline counts, activity feed, and deadlines cleared — will populate with live data
UpdateNav badges removed — will be re-added as live counts once Supabase queries are wired up

Version 1.13.0

6 March 2026

NewSupabase authentication connected — real email and password login replacing demo credentials
NewUser role loaded automatically from database on login — no manual role selection
NewForgot password now sends a real reset email via Supabase
NewSign out button added to sidebar footer
UpdateRole switcher now visible to Admin only — hidden for all other roles
UpdateSidebar user card now shows real name and initials from database

Version 1.12.0

Released

6 March 2026

NewPortal is now live at firm.karmadv.com — hosted on Cloudflare Pages
NewDNS transferred from GoDaddy to Cloudflare — faster DNS resolution, free DDoS protection, and full Cloudflare proxy enabled
UpdateMigrated from Netlify to Cloudflare Pages — no deploy credit limits going forward
UpdateSSL certificate auto-provisioned by Cloudflare — HTTPS active on firm.karmadv.com

Version 1.11.0

Released

5 March 2026

NewKARM logo added as browser tab favicon
UpdateLogin page redesigned — full-screen dark blue background with centered white card, logo shown at top of form
UpdateKARM logo replaces KL text icon in sidebar and login page
RemovedLeft panel split layout removed — login form is now the single focal point

Version 1.10.0

Released

4 March 2026

UpdateExecutive — Invoicing and Proposals now fully hidden from sidebar
UpdateOperations — Invoicing now fully hidden from sidebar
UpdateAdministration sidebar section hides automatically when User Management is hidden — applies to Senior, Executive and Operations roles
NewSenior role is now read-only — Add, Edit and Delete buttons hidden across Clients, KYC, Proposals, Matters and Time Tracking (Import CSV also hidden)

Version 1.9.0

Released

4 March 2026

UpdateExecutive role — KYC hidden, Proposals no access, Invoicing no access, Time Tracking own entries only (previously had no time access)
UpdateOperations role — Clients full, KYC read only, Proposals full, Matters read only, Invoicing no access, Time Tracking own entries, User Management hidden
UpdateRole access matrix in User Management updated to reflect new permissions for all four roles
UpdateNav items now hide or dim based on role — hidden items disappear from sidebar, no-access items are greyed out
UpdateRole descriptions in dashboard banner updated to accurately reflect each role's access scope

Version 1.8.0

Released

4 March 2026

NewTopbar timer now has Pause ⏸, Stop ⏹ and Discard ✕ controls — Pause freezes time and resumes on click, Stop saves the entry, Discard cancels with confirmation
UpdateModal closes automatically when Real-Time Timer starts — timer continues running in the topbar
RemovedLarge Active Timer widget removed from Time Tracking page — time entry is now exclusively through the Add Time button

Version 1.7.0

Released

4 March 2026

NewLive timer now visible in the topbar while running — shows elapsed time and matter name with a pulsing orange indicator, visible across all modules
UpdateReal-Time Timer — Client, Matter, Billing Type and Category are now all mandatory before the timer can be started
UpdateManual Entry — Client, Matter, Date, Start Time, End Time, Billing Type and Category are all mandatory before saving · End Time validated to be after Start Time
UpdateManual Entry — Date now defaults to today's date automatically on modal open
UpdateManual Entry — Start Time and End Time now show as empty with placeholder text instead of a preset default value
UpdateBilling Type and Category relabelled with * to indicate they are mandatory in both timer modes

Version 1.6.0

Released

4 March 2026

RemovedDuration (hours) field removed from Manual time entry — duration derived from Start Time and End Time
NewImport CSV button on Time Tracking — upload a CSV file to bulk-load time entries into the table (columns: Date, Matter, Client, Vertical, Category, Description, Duration, Amount, Type)
NewExport CSV button on Time Tracking — downloads all current time entries as a dated CSV file
RemovedDuplicate page headers removed from all module panels — topbar title is now the single header
RemovedPipeline breadcrumb removed from all module pages — retained on Dashboard only
NewClient status filter added — All / Active / Prospective / Inactive — works alongside the vertical filter and search simultaneously
NewProspective client status added with badge styling — two sample prospective clients added (Noor Real Estate, XCrypto Ventures)

Version 1.5.0

Released

4 March 2026

UpdateMatter number now mirrors its Proposal ID — e.g. KL-012-104-P2026-1 is shared across Proposals, Matters, Invoicing and Time Tracking
UpdateProposal ID digits after KL changed from 4 to 3 — e.g. KL-016-104-P2026-1
UpdateInvoice table — Matter Ref and Proposal Ref merged into single "Matter / Proposal Ref" column
FixJavaScript syntax error in calendar renderer causing all onclick handlers to fail (showPanel not defined)
FixCloudflare email obfuscation script removed — was injecting into the JS block and breaking all interactivity

Version 1.4.0

Released

4 March 2026

UpdateKYC Corporate document checklist updated to 9 required documents including Signed KYC Form, Certified CoI, Commercial License, MoA, Register of Directors, UBO docs, Passport, Emirates ID, UAE Visa
UpdateKYC Individual document checklist updated to 6 required documents including Signed KYC Form, Passport, Emirates ID, UAE Visa, Proof of Address, CV/LinkedIn
UpdateKYC ID format — Corporate: KYC-2026-C001 · Individual: KYC-2026-I001 (year + type coded)
RemovedSource of Funds field removed from both Corporate and Individual KYC forms
UpdateJurisdiction field now optional (blank by default) on Corporate KYC
NewAssigned Senior Member dropdown added to both KYC form types — will pull from team database on Supabase integration
NewProposal ID auto-generation — format: KL-[SEQ]-[VERTICAL CODE]-[P or R][YEAR]-[VERSION] · Vertical codes: 101 Virtual Asset, 102 Fintech, 104 Corp. Commercial, 108 Funds
NewProposal type selector: P (Proposal) or R (Retainer) · Version field increments on client amendments
RemovedRate/hr field removed from Add Time modal (both live and manual modes)
NewCategory dropdown added to Add Time modal — Client Meeting, Drafting, Internal Discussion, Reviewing, Others
UpdateTime Tracking list view — Rate column replaced with Category column

Version 1.3.0

Released

4 March 2026

UpdatePipeline reordered — Clients → KYC → Proposals → Matters → Invoicing
UpdateInvoicing hidden from Executive role — not visible in sidebar or dashboard pipeline
NewThree Team Verticals: Fintech, Virtual Asset, Corporate Commercial/Funds — colour-coded across all modules and modals
NewVertical filter tabs on Clients page
NewAdd Time button in topbar — replaces Quick Add · Two modes: Real-Time Timer and Manual Entry with date/start/end time

Version 1.2.0

Released

3 March 2026

NewKYC module — Corporate & Individual with document checklists, risk rating, UBO tracking
NewProposals module — linked to approved KYC, proposal → matter workflow
New5-step pipeline breadcrumb across all module pages
NewUser Management with role-based access matrix (Admin, Senior, Executive, Operations)
NewRole switcher in sidebar for preview/testing
RemovedDocuments module — replaced by SharePoint

Version 1.1.0

Released

3 March 2026

UpdateFont system updated — Inter (body) + Sora (headings/numbers)
UpdateNavigation renamed — "Clients & CRM" → "Clients" · "Matters & Projects" → "Matters"
NewCalendar View in Time Tracking with weekly totals and daily hours
NewVersion badge (bottom-right) with this changelog modal

Version 1.0.0

Released

3 March 2026

NewInitial portal launch — Dashboard, Clients, Matters, Time Tracking, Invoicing
NewLive timer widget on Time Tracking page
NewInvoice management with status tracking (Draft, Sent, Paid, Overdue)
NewDesign system — KARM blue (#0D2545), orange (#E8620A), Inter + Sora fonts