Bizcom Portal Guide

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What's New ​

This page tracks major features and improvements added to the Bizcom Portal. Entries are listed newest first.

May 4, 2026 — Client Projects MVP & Client Detail Task Visibility ​

This staging release candidate adds project-level client organization and fixes a client-detail task visibility gap found during April 2026 review.

Client Projects MVP ​

Admins can now organize client work into explicit Projects from the client detail area.

What's new:

  • Add, edit, and manage projects for a client from the admin client detail page.
  • View a first-class Projects page from the employee sidebar.
  • View a selected client's projects directly from the Client detail page.
  • Store project metadata including name, description, type, status, owner, category, start date, and target end date.
  • Assign tasks to a project while keeping project assignment optional for existing tasks.
  • Filter employee task views by project when reviewing client work.
  • Preserve existing tasks without forced backfill; historical tasks remain valid even when no project is assigned.

Current MVP scope

Client portal project visibility, billing/time-report rollups by project, document migration, forced historical backfill, and project-driven recurrence rules are not part of this MVP.

Client Detail Tasks Tab Fix ​

The client detail Tasks tab now loads tasks through the same period-aware monthly workload system as the main Tasks page.

What changed:

  • The Tasks tab now requests the selected month/year directly from the monthly workload API instead of loading the first 500 client tasks and filtering in the browser.
  • Monthly, quarterly, yearly, and daily/dated period labels are resolved consistently with the main Tasks page.
  • Large clients with more than 500 tasks no longer lose later-period tasks from the client detail view.
  • The Tasks tab count still shows the client's overall task volume while the task rows show the selected month.

Example verified during staging review: A large client with many tasks showed missing later-period work under the old first-page-only loading method. The client detail view now uses period-aware loading so staff see the expected work without exposing client-specific task counts.

See Projects, Tasks & Compliance, and Onboarding a New Client / Client Detail for related usage notes.

May 2, 2026 — Structured Feedback, Route Guards & UX Polish ​

Structured Feedback / Report Issue Flow ​

The portal feedback button now collects actionable, safer feedback instead of one generic text box.

What's new:

  • Feedback type: bug/report issue, feature request, data issue, workflow confusion, or general feedback.
  • Environment field for production vs staging reports.
  • Page/module, severity, expected behavior, actual behavior/current gap, and optional safe task/client reference.
  • Privacy warning reminding staff not to paste passwords, tokens, private documents, government IDs, bank data, or unsanitized sensitive screenshots.
  • Admin feedback triage now displays structured fields while preserving older unstructured feedback records.

See Feedback & Issues and Feedback Maintenance.

Safer Route Access ​

Legacy employee links for admin-only modules now behave more safely:

  • Admin and superadmin users are redirected to the correct admin Service Catalog and Pipelines routes.
  • Staff users see a clean unavailable page instead of accidentally rendering admin-only module UI.
  • Direct /admin routes now have a frontend guard for non-admin users.

Tasks UX Polish ​

The Tasks page received several usability fixes:

  • Task filters, selected month, search, page, and return path persist in the URL.
  • Browser Back/Forward and return-from-task-detail preserve the user's task list context.
  • Dark-mode readability improved on task links, client group headers, search controls, pagination, and layout surfaces.
  • Mobile task list layout is more compact and readable.
  • A nested-button warning source in task client groups was removed.

May 1, 2026 — Task Reliability, Monthly Workload Pagination & App Stability ​

This reliability bundle focused on task-action stability and complete task visibility for high-volume months.

Task Action Reliability ​

  • Mutating task requests can recover from stale or missing CSRF tokens before surfacing a failure.
  • Authenticated app API rate limiting is now scoped by user instead of shared office/NAT IP.
  • Login/public form protections remain stricter and separate.

Monthly Workload Architecture ​

The employee Tasks page now uses dedicated task-view endpoints for monthly workload and summary data.

What changed:

  • Period-label month matching is centralized on the server.
  • Search, status, month, client, staff, and category filters are applied server-side.
  • Large monthly workloads are paginated deterministically instead of silently truncating or timing out.
  • The UI shows result ranges such as “Showing 1–100 of N” with Previous/Next controls.
  • Response metadata exposes counts, page size, total pages, and query/payload diagnostics.

This is the foundation that the May 4 client-detail task fix now reuses.

April 1, 2026 — Timer Visibility, Notification Routing & Manage Clients Fixes ​

Global Timer Visibility ​

A compact global timer banner now appears in the employee app shell while a timer is active and the user is away from the active task page.

  • Shows elapsed time, task name, and timer mode.
  • Provides open/stop controls from outside the task detail page.
  • Hides automatically on the active task detail page so the full task timer remains the primary workspace.

See Tasks & Compliance.

Notification Routing & Duplicate Suppression ​

Notification routing was tightened after an outbound mail audit.

  • Feedback notifications are routed to explicit reviewers instead of broadly to all admins.
  • Queue-level dedupe prevents repeated sends for the same event/recipient pair.
  • Key client-facing notifications include dedupe keys for waiting-on-client, completed tasks, approvals, document requests, and document review events.

See Notifications.

Manage Clients Status/Search Fixes ​

  • Client active/inactive status changes now persist correctly when editing clients.
  • Manage Clients search and filters moved server-side so pagination uses the filtered result set.
  • Search/filter changes reset listing pagination to page 1.

March 25, 2026 — Notification Routing Audit Prepared ​

A new implementation brief was added for an email/notification audit after outbound mail review suggested two problems in the current system:

  • some feedback and digest notifications may be routed too broadly
  • some subject-recipient pairs may be re-sent repeatedly due to weak dedupe or replay behavior

See the engineering brief here:

This audit brief defines:

  • intended recipient-scoping rules
  • default-deny routing behavior
  • idempotency and dedupe expectations
  • staging validation steps for the implementation

March 25, 2026 — Global Timer Visibility Approved ​

A product decision and implementation spec was added for timer visibility across the platform.

Approved direction:

  • use a compact persistent global timer while a timer is active
  • keep the task detail page as the full timer workspace

See the spec here:

This spec defines:

  • the industry-aligned UX pattern for timer visibility
  • global vs task-level timer responsibilities
  • placement and behavior expectations
  • acceptance criteria for feature-branch implementation

March 23, 2026 — Feedback Refresh, Bulk Task Actions & Document Upload Flow ​

Feedback Review Freshness ​

The admin feedback page now stays current during review:

  • Feedback API responses use no-store/cache-busting behavior.
  • Admin feedback includes a visible Refresh control, last-updated indicator, auto-refresh while open, pagination, and visible item counts/navigation.
  • Feedback submitters are notified only when status or notes actually change.
  • The detail modal status badge updates immediately when the selected status changes.

Bulk Task Actions Restored ​

Bulk task updates were fixed by routing /api/employee/tasks/bulk before the generic task-id handler. Bulk archive/status/assignment actions no longer resolve as a single task id.

Task Document Upload Context ​

Task detail document workflows now preserve task/client context:

  • Opening document upload from a task keeps the upload flow tied to that task.
  • Uploaded documents can be linked directly back to the originating task.
  • Staff no longer have to leave the task context to attach the right document.

See Document Management and Tasks & Compliance.

March 19, 2026 — AR Flow & Email Queue Replay Fix ​

AR Invoice Send and Payment Flow ​

Accounts receivable send/payment flows were corrected after staging validation.

  • Invoice send flow fixed.
  • Payment entry flow fixed.
  • Draft invoice payment protection from earlier releases remains in place.

Email Queue Replay Protection ​

The email queue now uses a processing state so queued notifications are claimed before sending and are not replay-sent every processing cycle.

  • Added processing queue state.
  • Finalizes batches by deterministic batch ID.
  • Recovers stale processing rows back to pending.
  • Prevents already-sent queued mail from repeatedly sending every 15 minutes.

March 17, 2026 — v1.3.0: Email Notification Fix & New Recurrence Types ​

Email Notification Flooding Fix ​

Problem: Users were receiving up to 81 notification emails per day due to the digest system sending a new batch every 15 minutes, plus deadline and invoice reminders bypassing the queue entirely.

Fix: All non-transactional emails now route through the notification queue with an 8-hour digest cooldown per recipient. Users receive at most 3 digest emails per day, each consolidating all pending notifications. Transactional emails (password resets, account invitations, subscription confirmations) remain instant and unaffected.

Weekly & Semi-Monthly Recurrence ​

Two new recurrence types are now available in the Service Catalog:

Weekly — Services can be scheduled on a specific day of the week (Monday through Sunday). Tasks are generated with ISO week labels (e.g., 2026-W12) and appear in the correct month on the tasks page. Per-client day-of-week overrides are supported.

Semi-Monthly — Services can be scheduled twice per month on configurable dates (e.g., 1st and 15th, or 5th and 20th). Each month generates two tasks with half-period labels (e.g., 2026-03-H1, 2026-03-H2). Per-client due date overrides are supported for both dates.

Both types integrate with the existing task generation scheduler, compliance pipelines, per-client overrides, and the period-aware dashboard queries.

Dependency Updates ​

  • tailwindcss 4.1.16 → 4.2.1
  • react-hook-form 7.66.0 → 7.71.2
  • @types/node 20.19.37 → 25.5.0

March 15, 2026 — v1.2.3: Dashboard Accuracy, Task Visibility & UI Consistency ​

This release fixes critical data visibility issues and standardizes the UI across the platform.

Critical Fixes ​

Task Visibility Fix — The main tasks page was silently truncating results due to a server-side pagination cap (100 items). Tasks beyond the first 100 were invisible. This affected all users viewing months with more than 100 tasks. Fixed by raising the cap and extending the fetch window.

Yearly/Quarterly Task Visibility — Tasks with yearly or quarterly recurrence (compliance, IT, audit categories) were invisible on both the tasks page and dashboard because queries filtered by due date only. A new period-aware query utility (periodMatch) now correctly shows these tasks in every month they belong to based on their period label.

Dashboard Data Accuracy — Dashboard charts (Tasks by Category, Tasks by Status) now default to the full current month instead of month-start-to-today, and use period-aware matching. The new "This Month" stat card shows the total task count matching the tasks page.

UI Improvements ​

Compact Tasks Header — The tasks page controls have been condensed from 5 rows to 3: month navigation shares a row with the search bar, and the summary stats sit inline with status chips and filter pills.

Sticky Column Headers — The tasks page column header now stays visible while scrolling through long task lists.

Client Detail Tasks Tab — Redesigned to match the main tasks page layout: single column header at top, div-based rows inside category groups. Previously repeated column headers for every service category.

Font Size Standardization — All table and list primary text standardized to 14px (text-sm) across 10 pages. Previously inconsistent between 14-16px depending on whether the page used Table components or div-based layouts.

Shared Display Utilities — Common task display patterns (dimmed styling, overdue icons, unassigned avatars, period suffix stripping) extracted into a shared utility module for consistency.

Cleanup ​

Removed Ghost "Urgent" Priority — The frontend offered an "Urgent" priority option that didn't exist in the database schema and could never be saved. Removed from all pages. Valid priorities: Low, Medium, High.

Done Count Fix — The "X/Y done" counters in client-detail now correctly include archived and cancelled tasks, matching the main tasks page behavior.

March 15, 2026 — v1.2.1: Client Portal, UX Polish & Data Integrity ​

Version 1.2.1 focuses on client portal improvements, streamlined task editing, unified data categories, and quality-of-life refinements across the platform.

Client Portal Improvements ​

Dynamic Compliance Stepper — The compliance progress stepper now uses actual pipeline data from the task. Clients with custom pipelines see accurate step names and progress tracking instead of the hardcoded legacy 7-step chain.

Pipeline Step Names in Task List — Task lists now display the current pipeline step name (e.g., "Document Review", "Client Approval") instead of generic status codes. Makes it easier to understand task state at a glance.

Document Downloads — Document download buttons are now available directly on the task detail page. No need to navigate to a separate documents section.

Clearer Dashboard Stats — Dashboard stat cards have been clarified: "Tickets Awaiting You" (support tickets needing client response) and "Tasks Pending" (compliance tasks in progress). Previous labels were ambiguous.

Dark Mode Support — All client portal pages now support dark mode, matching the employee portal experience.

See Client Portal for details.

Task Detail Redesign (Employee) ​

The task detail page has been streamlined with a unified property panel:

  • Single property card replaces the dual editing surfaces. Status, Priority, Assignee, and Due Date are now grouped in one sidebar panel.
  • Inline save on each field change — no more edit mode toggle. Click, change, auto-save.
  • Compact property-list layout matching industry standards (Linear, Asana). Less visual clutter, faster editing.
  • Description section with inline edit (pencil icon). Click to edit, save in place.

See Tasks & Compliance for usage.

Dashboard Improvements ​

Date Range in Header — The date range selector has been moved to the dashboard header row, saving vertical space and improving layout balance.

Consistent Monthly Trend — The Monthly Completion Trend chart now always shows the last 6 months regardless of the selected dashboard filter. Prevents confusing empty charts when filtering to short date ranges.

Complete Category Coverage — All task categories are now shown in the bar chart, even if counts are zero. Gives a complete picture of task distribution across all service types.

Month Label Clarity — Month labels now show abbreviations (Mar, Apr) instead of numbers. Easier to read at a glance.

See Dashboard Overview for details.

Category Unification ​

Task and service categories have been unified across the entire platform:

  • Standard categories: accounting, audit, compliance, finance, hr, it, payroll, tax, other.
  • Alphabetical ordering everywhere, with "Other" always last.
  • Calendar pages updated — now use real categories instead of non-existent placeholders like "BIR Filing".
  • Document categories remain separate (different taxonomy) but are also alphabetized.

This unification prevents mismatches between task creation, service catalog, and reporting views.

Admin Client Detail Improvements ​

Per-Line Service Pricing — The service summary on the General tab now shows per-line pricing with rates, quantities, and totals. Works like a mini invoice preview. Custom prices are highlighted, and per-head pricing displays as rate × count.

Auto-Scroll on Save — After a successful client update, the page auto-scrolls to the top. Prevents confusion when the save button is below the fold.

Google Maps Address Extraction — The Google Maps link input now auto-extracts the address into the Registered Address field. One paste, two fields filled.

Industry Dropdown Styling — The industry dropdown now matches the standard Select component style used throughout the platform.

See Client Onboarding & Client Details for details.

Other Fixes ​

Duplicate Dark Mode Section Removed — Profile pages no longer show duplicate Appearance/dark mode sections. Theme toggle is now exclusively in the header dropdown.

AR Invoice Payment Protection — Draft invoices now block payment recording. Only issued invoices can receive payments. Prevents data inconsistencies.

Activity Log Date Labels — Date filters in the activity log now display "From" and "To" labels for clarity.

Code Audit Cleanup — Backend and frontend code audit addressed schema mismatches, duplicate CSS classes, and inconsistent date validation.

March 2026 — v1.2.0: Workflow Automation & Time Tracking ​

Version 1.2.0 brings powerful workflow automation, time tracking, and user experience improvements to help you work smarter and stay organized.

Pipeline Automation ​

Per-Step Assignments — Pipeline steps can now have default assignees. When a task advances to a new step, it automatically reassigns to that step's designated staff member. Perfect for routing work through your team based on expertise.

  • Set default assignees in the pipeline editor.
  • Tasks auto-reassign when advancing steps.
  • Manual assignments take precedence over defaults.

Step Requirements — Each pipeline step can now require a document upload, a note, or client action before advancing. The task detail page shows contextual banners highlighting what's needed, and the Advance button is disabled until requirements are met.

  • Document required → document area highlights with a banner.
  • Note required → comment box highlights with a banner.
  • Client action required → banner indicates client must take action.
  • Simplified Advance button for linear pipelines (single next-step workflows).

See Compliance Pipelines and Tasks & Compliance for details.

Time Tracking ​

Track billable hours directly within tasks using the new sticky timer bar — always visible at the top of the task detail page, no scrolling needed.

Three tracking modes:

  • Stopwatch — freeform timing with start/stop controls.
  • Pomodoro — 25-minute work sessions with automatic stop at configured duration (default 25 minutes).
  • Manual — enter start/end times after the fact.

Features:

  • Time log summary in sidebar showing total billable time and progress vs. estimate.
  • Entries can be voided with audit trail.
  • Time tracking is per-service — admins enable it in the Service Catalog for specific services (e.g., consulting, advisory).
  • Role-based visibility: admins see all time entries with staff names; staff see their own entries plus aggregate totals from others.

Time Reports — A new page under Operations with three views:

  • By Staff — hours per team member with billable breakdown.
  • By Client — hours per client with staff count and entry totals.
  • Detailed Log — flat list of all entries with filters by staff, client, and date range.

All views support date range filtering (This Week, Last 7 Days, This Month, Last 30 Days, Custom).

See Tasks & Compliance and Services & Billing for setup and usage.

Dashboard Improvements ​

Admin Dashboard now includes a date range filter for scoped analytics:

  • This Month, Last 30 Days, This Quarter, Last 3 Months, Year to Date.
  • Charts and compliance rate update based on selected range.
  • Fixed stats: "Active Tasks" (due within 30 days) replaces "Total Tasks".
  • Overdue count now uses 90-day lookback (excludes ancient auto-generated tasks).
  • Stuck task indicator — amber warning card when tasks have been on the same pipeline step for 7+ days, with direct link to affected tasks.

Staff Dashboard — "My Day" is a new personal productivity hub:

  • 4 stat cards: My Active Tasks, Overdue, Completed This Week, Hours Logged This Week.
  • Urgency-grouped task list: Overdue (red), Due Today (amber), Due This Week (default).
  • Quick actions: Start a pending task or Complete an in-progress task directly from the dashboard — no need to open the task detail page.
  • Pipeline step badge on each task so you know exactly where it stands.

SLA Scorecard Overhaul ​

  • Rewritten backend: single efficient query replaces per-client N+1 queries.
  • 90-day lookback for overdue calculation (no longer skewed by ancient auto-generated tasks).
  • Date range filter: All Time, Last 30 Days, Last 90 Days, This Year.
  • Clients now show meaningful SLA scores instead of uniform 0%.

Stuck-Task Alerts ​

Tasks stuck at the same pipeline step for 7+ days automatically trigger notifications:

  • Assigned staff receives an alert with task name, client, step, and days stuck.
  • Operations managers (with ops.workload permission) receive a separate alert.
  • Deduplication: same task+step combo won't re-notify within 7 days.
  • Runs automatically every scheduler cycle (6 hours).

Data Cleanup ​

  • Archived status — stale tasks from before the portal was actively used are now archived (not deleted). Archived tasks are hidden from all normal views but can be restored.
  • Dashboard metrics, SLA scores, and workload views now reflect real, current data.

See Dashboard Overview for details.

Activity Log Enhancements ​

The Activity Feed now has a full filter suite:

  • Filter by user, action type, entity type, date range.
  • Free-text search across descriptions, user names, and entity names.
  • Combine multiple filters for precise auditing.
  • Pagination for navigating large activity logs.

See Activity Feed for usage.

User Experience ​

Permissions Quick Access — From the Manage Users page, click "View Permissions" on any user to jump directly to their permissions settings — no more hunting through lists.

Restructured Permissions UI — Permissions page now has two tabs: Users (edit individual permissions) and Presets (manage permission templates).

Dark Mode Toggle — Dark mode is now accessible directly from the profile dropdown in the header (Moon/Sun icon). Less clicks to switch themes. Full dark mode support across all new components (notification bell, time reports, SLA scorecard, time log).

Notification Routing — Notifications are now scoped to assigned staff per client (instead of flooding all admins). Plus email batching/digest system to reduce inbox clutter.

Client Onboarding Progress — Auto-hides when all 5 steps are complete. Collapsible header bar and dismiss button (persisted per client in browser storage).

Client Detail — Service List — Active services are now grouped by category (Apple Settings style) with clean rows showing service name and recurrence. Fee summary displayed in the header. Replaces the old badge wall that didn't scale.

See Users & Permissions, Getting Started, and Notifications.

March 2026 — Custom Compliance Pipelines ​

The portal now supports custom compliance pipelines — step-by-step workflows tailored to each service. Instead of a one-size-fits-all compliance flow, you can define exactly what steps a task should go through from start to finish.

What's new:

  • Create custom pipelines with configurable steps (name, requirements, client visibility).
  • Assign pipelines to services — tasks inherit the pipeline automatically.
  • System pipelines: "Legacy Standard" (the original 8-step workflow) and "None" (no compliance tracking).
  • Step properties: control whether a step requires a document, note, client action, or auto-syncs the task status.
  • Pipeline editor with drag-to-reorder steps and preset templates.
  • Propagation: when you change a service's pipeline, all pending tasks at step 0 automatically update to use the new pipeline.

See Compliance Pipelines (Admin) for full details.

March 2026 — Service Catalog Improvements ​

The Service Catalog is now easier to navigate and manage:

  • Search and filter — find services by name, category, or recurrence type.
  • Finance category — a new service category for bookkeeping, payroll, and financial reporting services.
  • Alphabetical sorting — service categories are displayed alphabetically (with "Other" always last).
  • Service presets — quickly assign bundles of services to new clients.

See Services & Billing for more.

March 2026 — Permissions System ​

User permissions are now granular and customizable:

  • 16 permissions across 5 categories: Operations, Admin, Finance, Audit, System.
  • Each permission controls access to specific pages and features (e.g., view billing, manage users, export reports).
  • Built-in presets: Team Lead, Finance, HR, Full Manager, Read-Only.
  • Custom permission sets: admins can toggle individual permissions per user.
  • Permission caching: permissions are cached and auto-refreshed for performance.

See Users, Permissions & Assignments for setup instructions.

February 2026 — Core Platform ​

The Bizcom Portal launched in February 2026 with foundational features for managing compliance, billing, and client support:

  • Task management with compliance step tracking.
  • AR dashboard — invoices, payments, aging report, revenue overview.
  • Leave management — leave types, balances, approval workflow (PH labor standards compliant).
  • Document management — upload, share, approve, and reject documents with version control.
  • Client portal — compliance timeline, invoice history, support tickets, document library.
  • Support ticket system — clients can submit tickets; staff can reply, reassign, and close.
  • SLA scorecard — track on-time completion rates per client and service.
  • Staff workload view — see task distribution across the team.
  • Global search — Cmd+K / Ctrl+K to search clients, tasks, or documents.
  • Dark mode — toggle in profile settings.
  • CSV and PDF export — download reports and invoices.
  • Email notifications — automated alerts for task assignments, compliance updates, and overdue items.
  • Onboarding wizard — 4-step flow to onboard new clients (contact info, services, documents, review).

Staying Updated ​

This page is updated whenever new features are released. Bookmark it or check back monthly to see what's new.

For questions or feature requests, use the Feedback button in the portal or contact your system administrator.

Bizcom Portal Guide

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