v71.4.3 - User Automation Preferences
- Added case automation preference controls during account creation.
- Users can now choose whether new cases should automatically create starter checklists, suggested tasks, default document prompts, reminders, AI onboarding prompts and timeline templates.
- All automation preferences are off by default for new accounts.
- Added My Portal / Account Details controls so users can update these defaults later.
- New case setup now inherits the signed-in user’s automation preferences but still allows manual override before creating the case.
Supabase SQL update required: Yes - run V71_4_3_SUPABASE_USER_AUTOMATION_PREFERENCES_SQL.sql.
📋 Product updates
Release Notes
v71.6.2 – Expenses & Mileage Client Field
- Added Client / Case field to Expenses.
- Added Client / Case field to Mileage Log.
- Included the new reference in finance tables and CSV/MTD exports.
- No Supabase SQL update required.
v71.4.1 - Manual Case Setup Defaults
- New cases now start blank by default.
- Automatic checklists, starter tasks, reminders, timeline entries, hearing/deadline records and child starter packs are disabled unless explicitly selected.
- Case setup wizard now uses opt-in automation controls.
- Manual Priority 1 / starter-pack buttons remain available inside a selected case.
Supabase SQL update required: No.
Readable, high-contrast update history for McKenzieCMS. The current stable baseline is clearly marked, and every entry states whether a Supabase SQL update is required.
v71.1AI Case Strategy Engine
v71.0AI Order Interpreter
NoSQL update required
AI ToolsStrategy + order workflow
v71.1 — AI Case Strategy Engine
Built on v71.0 AI Order Interpreter
AI ToolsSQL: No
♟️ New Feature
- v71.3.4: Forced the no-client dashboard to render the new Business Dashboard, refreshed CSS/JS cache versions, centred Start First Case Setup using the live selectors, and made notification status text white.
- v71.3.3: Corrected the no-client welcome button alignment and changed Business Dashboard status-panel text to white for stronger contrast.
- Added AI Tools → AI Case Strategy Engine.
- Reviews saved case data for strengths, risks, disclosure gaps, overdue items, upcoming actions and interpreted order directions.
- Generates a strategy score, risk level, opportunities and priority next actions.
- Can save the strategy report, download it, or create Hearing Prep tasks from priority actions.
- v71.1 hotfix: Fixed AI Case Strategy Engine priority task creation where valid admin/assigned cases could be incorrectly rejected as outside the current user context.
- v71.3.2: Corrected the no-client welcome-card alignment so the Start First Case Setup button is centred under the welcome text.
- v71.3.1: Centred the Start First Case Setup button on the no-case/business dashboard welcome screen.
🗄️ Database Changes
Supabase SQL update required: No. This release uses the existing case item storage model.
v71.0 — AI Order Interpreter
Court order interpretation and task creation
AI ToolsSQL: No
⚖️ New Feature
- Added AI Tools → AI Order Interpreter.
- Converts pasted court order text into plain-English directions and likely deadlines.
- Can save interpretations, create Hearing Prep tasks, and download a report.
🗄️ Database Changes
Supabase SQL update required: No. Uses the existing case item storage model.
v70.72 — Release Notes Green Theme Fix
Built from v70.71 with Release Notes colour/theme only
UI polishSQL: No
✨ Improvements
- Changed Release Notes accents from blue/cyan to the McKenzieCMS emerald green theme.
- Kept the improved readable text contrast from v70.71.
- No sidebar, case navigation, dashboard or Supabase changes.
🗄️ Database Changes
Supabase SQL update required: No.
v70.67 — Stable Sidebar & Case Navigation Release
Current stable baseline
Stable baselineSQL: No
🔧 Fixes
- Restored reliable case opening from the left sidebar.
- Resolved Case Overview navigation problems.
- Fixed the sidebar middle-section scroll behaviour.
- Kept the bottom sidebar actions visible.
⚠️ Notes
This version should be used as the source baseline for future builds.
v70.61 — Render Dashboard Stack Fix
Case opening stability
SQL: No
- v71.3.8: Cleaned Child Arrangements Preparation Centre labels so duplicate trailing Open text is removed from descriptions while keeping the Open buttons. SQL: No.
- Fixed a
renderDashboard() recursion issue causing “Maximum call stack size exceeded”. - Restored selected case rendering after sidebar case click.
- Supabase SQL update required: No.
v70.46 — Logged-out Public Navigation Fix
Public page navigation
SQL: No
- Centred the logged-out/public top navigation bar.
- Moved the bar above the login panels so it no longer overlaps them.
- Fixed public navigation link/button contrast.
- Supabase SQL update required: No.
v70.45 — Admin Site Analytics Route Fix
Admin analytics route
SQL: No*
- Fixed Admin → Reports & Analytics → Site Analytics so it opens without a selected case.
- Added Site Analytics to the global workspace route allow-list.
- Restricted Site Analytics to admin users only.
- Supabase SQL update required: No, provided the earlier analytics SQL has already been applied.
v70.44 — Priority Action + Dashboard Card Contrast Fix
Dashboard readability
SQL: No
- Fixed the generated Today’s Priorities action button contrast.
- Fixed the left-side Dashboard card readability.
- Supabase SQL update required: No.
v70.39 — Global Dashboard + Case Workspace
Dashboard behaviour
SQL: No
- Added a global dashboard when no case is selected.
- Added Dashboard option above the case list.
- Selected cases continue to open isolated case workspaces.
- Today’s Priorities works across all cases when no case is selected.
- Supabase SQL update required: No.
Earlier v70 Updates
Readability, menu, and case workspace polish
Summary
- v70.37: Session refresh stability fix. SQL: No.
- v70.36: Admin analytics dashboard. SQL required if analytics tables/functions were not already installed.
- v70.32: Feedback button definitive colour fix. SQL: No.
- v70.29: Child Arrangements menu sizing fix. SQL: No.
- v70.27: Duplicate selected-case menu removal. SQL: No.
- v70.25: Combined UI stability fix. SQL: No.
- v70.19: First case setup and case type badge readability fixes. SQL: No.
- v70.16: Accessibility contrast pass and Case Overview button readability fix. SQL: No.
v71.2 — Business Financial Management Dashboard Fix
- Financial Management now opens from the dashboard without requiring a selected case.
- Added a business-level finance mode for invoices, income, expenses, mileage and MTD-ready exports.
- Case-level financial tools remain available when a case is selected.
- No Supabase SQL update required.
v71.3 — Business Dashboard Refresh
- Replaced the weak no-client selected screen with a proper Business Dashboard.
- Added KPI cards for active cases, hearings, due items and documents.
- Added dashboard quick actions for Business Finance, AI tools, Calendar, Reports and Search.
- Added AI & Case Intelligence panel for faster access to the Order Interpreter and Strategy Engine.
- Improved the empty first-use screen with a clearer setup journey.
Supabase SQL update required: No.
v71.3.6 — Remaining Action Button Label Cleanup
Removed the remaining generic buttons labelled Action across older readiness and recommendation widgets. Any legacy button rendered with that exact label is now automatically renamed to Open.
- Patched older v61 readiness/action enhancement hooks.
- Added a final render-time safeguard so stale widgets cannot reintroduce generic Action buttons.
- Supabase SQL update required: No.
v71.3.7 — Business Dashboard Context Fix
No Supabase SQL update required
- Removed Intelligent Onboarding from the Business Dashboard when no case is selected.
- Removed case-specific AI shortcuts from the no-case Business Dashboard.
- Kept Business Dashboard actions practice-level only: business finance, calendar, reports, search, users, analytics and GDPR controls.
- Case-specific AI tools now remain available only after selecting a case.
v71.3.9 - Timeline Time of Day Input
- Added optional Time of Day input to Timeline entries.
- Added optional Time of Day input to Child Arrangements child event records.
- Existing date-only timeline entries continue to work normally.
- Supabase SQL update required: No - stored in the existing case item JSON data.
v71.4.0 – Case Terminology Standardisation
- Replaced user-facing “Matter” wording with “Case” across the site.
- Updated setup wizard, dashboard text, help pages, reports and finance labels.
- Database schema and internal storage remain unchanged.
Supabase SQL update required: No.
v71.4.2 — Admin Case Visibility Control
- Admins no longer automatically see every case by default.
- Added Admin Settings control: Allow admins to view all cases.
- When off, admins only see cases they own or have been explicitly assigned to.
- Includes Supabase SQL for proper database-level RLS enforcement.
Supabase SQL update required: Yes — run V71_4_2_SUPABASE_ADMIN_CASE_VISIBILITY_SQL.sql.
v71.4.9 - Login Alignment Fix
- Centred the full login/register card group.
- Aligned the left feature card and right sign-in card evenly.
- Preserved no-scroll login behaviour.
- Kept the black action bar and button border fixes.
- Supabase SQL update required: No.
v71.5.0 – Case Setup Automation Options
- Added case automation options directly inside the Case Setup Wizard.
- Users can turn standard starter checklists, tasks, document prompts, reminders, AI onboarding and timeline templates on or off before creating the case.
- Options are available throughout the wizard and override the user's account defaults for that case only.
- Supabase SQL update required: No.
v71.5.1 - Children Menu Visibility Fix
- Unhid the Children / Child Arrangements menu for all logged-in users.
- Unauthenticated users remain blocked from the application.
- Case data permissions are unchanged; users only access their permitted cases.
Supabase SQL update required: No.
v71.5.2 - Child Arrangements Description Cleanup
- Removed trailing Open text from Child Arrangements recommendation descriptions.
- Kept the actual Open buttons in place.
- Supabase SQL update required: No.
v71.6.3 – Sample Case Restore Link
- Added a permanent Business Dashboard link to view or restore the Sample Case.
- Added a Getting Started card with Restore/View Sample Case and Restart Guided Tour actions.
- If the Sample Case has been hidden, opening it from the dashboard restores it automatically.
- No Supabase SQL update is required.