June 30th, 2025

Q2 2025 - Major Platform Evolution

A transformative quarter that introduced professional investor relations capabilities, advanced file management systems, and significant infrastructure improvements. We delivered comprehensive communication tools while maintaining our commitment to stability and user experience excellence.

πŸš€ New Features

  • Complete Investor Updates System: Professional investor communication with file attachments, recipient management, and delivery tracking. Easily manage investor communication by sending investor updates with attached files.

  • Advanced File Permission Management: Granular document access control with automatic folder organization by recipient groups

  • Enhanced WebSocket Infrastructure: Real-time collaboration features with live updates for shared documents.

⚑ Improvements

User Experience

  • Streamlined Asset Operations: Improved loading states with animated feedback during connections and imports

  • Enhanced Form Validation: Smarter error messages with contextual guidance for quick issue resolution

  • Better Autocomplete: Improved debounce handling and search accuracy across all asset type dropdowns

  • Modal System Enhancement: Proper modal-in-modal behavior with backdrop handling for complex workflows

Technical & Performance

  • Database Migration: Successfully migrated production database with improved query performance

  • Backend Infrastructure: Enhanced API reliability and error handling across all endpoints

  • File Upload System: New websocket-based upload with real-time progress tracking

  • Security Improvements: Advanced error logging and proactive issue detection systems

πŸ› Fixes (Your Feedback Drives Our Priority!)

  • Fixed Swedbank QR code disappearing during connection authentication process

  • Resolved asset value calculation discrepancies between portfolio and asset list views

  • Corrected "undefined documents" display issue in investor update interfaces

  • Fixed file deletion functionality in file manager across all file types

  • Resolved search debounce problems causing slow autocomplete responses

  • Fixed owner company dropdown preventing recursive company selection

  • Corrected asset inclusion counts showing incorrect numbers during provider setup

  • Fixed tooltip display issues for IR assets showing wrong maintenance status

  • Resolved Featurebase integration errors causing JavaScript console warnings

  • Fixed file upload modal design inconsistencies and improved button positioning