January 2nd, 2025

Q4 2024 - Stability & Core Features

We expanded platform capabilities with comprehensive debt tracking and file management while establishing robust testing infrastructure. This quarter emphasized building solid foundations for complex financial management with enhanced user workflows and system reliability.

πŸš€ New Features

  • Debt & Liability Tracking: Complete support for loans, mortgages, and liabilities in net worth calculations

  • Advanced File Management System: Upload, organize, and categorize documents with automatic folder creation

  • Enhanced Provider Import Flow: Improved asset selection and import process with better preview capabilities

  • Comprehensive Testing Infrastructure: Automated unit tests for both frontend and backend components

⚑ Improvements

User Experience

  • Standardized Form System: Consistent, beautiful forms across the entire platform with unified validation

  • Enhanced Modal Behavior: Proper modal layering with backdrop handling for complex user workflows

  • Improved Loading States: Visual feedback during all operations with progress indicators and status updates

  • Better Asset Management: Enhanced add and edit flows with improved validation and error guidance

Technical & Performance

  • Database Performance: Optimized queries and improved data consistency across all operations

  • Background Job Processing: More reliable handling of asset updates, notifications, and data synchronization

  • Memory Management: Reduced resource usage and improved application stability

  • Error Recovery: Better error handling with automatic retry mechanisms for failed operations

πŸ› Fixes (Your Reports Keep Us Improving!)

  • Fixed asset value calculation errors for real estate and alternative investment types

  • Resolved decimal entry validation issues for latest unit prices across all asset classes

  • Corrected share price display formatting inconsistencies in share ledger widgets

  • Fixed IR company visibility problems preventing proper shareholder access

  • Resolved file folder structure loading issues causing organizational problems

  • Fixed placeholder display for zero investment amounts across edit and add forms

  • Corrected ROI calculation discrepancies appearing in multiple dashboard views

  • Fixed provider connection timeout handling with better user feedback

  • Resolved table column width inconsistencies in import asset modal interfaces

  • Fixed authentication flow issues preventing users from accessing verification screens