Release Notes

Entity names laid out inside the shape that holds them, diagrams that can be filed into FYI again after an interruption or a deletion, and an admin view of what is due to be checked.

The ASIC extract import rebuilt: former shareholders reviewed as their own step, a question wherever the rules cannot decide, scanned extracts read alongside the text, and cease used throughout.

Spreadsheet and trust deed imports, a new website with 2026 plans, a much safer Xero Practice Manager reconciliation, ASIC cessations under review, and faster sign in.

Entity and register reports you can export, safer TFN handling in the Xero Practice Manager sync, a reworked ASIC import review with share classes, and richer diagram notes and attachments.

Reliable saving of hand edits on diagrams, a smarter help assistant, more dependable Xero Practice Manager pushes, and FamilyGram to StructureGram upgrades.

Undo and redo on diagrams, a new link routing engine with tunable options, family tree relationship handling, and editing locks that stop two people overwriting each other.

A rebuilt family tree layout with node comments, asset and liability reporting, ownership diagram controls, and edition-aware billing.

Genogram family dynamics and conditions on the family tree, a much smarter XPM reconciliation, a security hardening pass, and a refreshed interface.

Liabilities modelled in their own right, custom relationship links with document attachments, point-in-time entity pages with SMSF trustee checks, and entity merging.

An in-app help assistant that understands the page you are on, point-in-time diagram snapshots, clearer XPM reconciliation, and better exports.

Sharing and permission levels, sample groups to explore, diagram list and labelling refinements, and steady UI polish.

Sharing and guest access with permissions enforced everywhere, team functionality, joint and non-beneficial holdings in imports, and a set of inspector and search improvements.

Diagram autosave and manual layout, role nodes for trusts and SMSFs, reworked relationship editing, queued ASIC extract processing, and stronger data isolation.

Joint holdings across the app, a reconciliation-driven XPM sync, better annotations and diagram layout, and a smoother sign-up, pricing and password reset experience.

A steadier ownership diagram, the first annotation tools, a reworked ASIC extract import, and an upgraded Xero Practice Manager integration.

Tenancy-level purchase billing, more reliable test execution, entity-management UX refinements, and Acceleon billing integration updates.

Next.js 15 and React 19 upgrade work, Acceleon integration improvements, relationship UI refinements, and stronger E2E infrastructure.

Acceleon direct ASIC import workflows, shared detail-page state refactors, and import pipeline hardening across validation, source documents, and diagrams.

Relationship multi-select improvements, SMSF detail-page refactoring, scenario-chain cleanup, and stronger test reliability.

Marketing site architecture refresh, stronger diagram settings integration, and improved API behaviour and validation coverage.

Canonical identifier normalization hardening, SMSF integrity safeguards, and XPM import/reconciliation reliability improvements.

Australian identifier validation improvements and resilient XPM sync behaviour for cross-group dependencies and relationship matching.

Admin invitation flow utility, centralized date normalization, scenario navigation refinements, authoritative relationship hydration updates, and Xero UI simplification.

Temporal relationship date normalization, selective distribution deletion, scenario inspector UX refinements, and scenario-state isolation planning.

Scenario-mode architecture refactor, temporal relationship date support, selective distribution deletion, and refined overlay link rendering behavior.

Major UI/UX consistency pass, sidebar/layout refinements, loading-state standardisation, diagram workflow polish, and jurisdiction flag rendering fixes.

Asset allocation workflow improvements, XPM reconciliation and sync refinements, enhanced diagram link labels, and security hardening with Sentry integration.

Tenancy hardening for debug routes, persisted tenancy audit tooling, and end-to-end Sentry observability setup with gated smoke validation.

Expanded XPM integration with reconciliation workflows, stronger test coverage, and development process documentation updates.

XPM integration planning baseline, expanded asset coverage, scoped filtering fixes, and trust election UX/testing improvements.

Hybrid trust/unit capital overhaul, absolute unitholder units, annotation lines on diagrams, and broader UI/runtime hardening.

Multi-badge diagram indicators, configurable FTE and IEE visibility, and groundwork for future unit trust capital refactoring.

Jurisdiction flag badges on diagram nodes, FTE/IEE icons, release notes formatting, and geographical data dependency fix.

Structured jurisdiction fields, jurisdiction flag badges on diagrams, cascading country/state selectors, and new geographical data dependencies.

Company status model refactoring, lease relationships, external administration, enhanced ASIC import review, marketing pages, and diagram visual enhancements.

In-node display for shareholders/unitholders, slider default indicator overhaul, UI icon improvements, link visibility toasts, and new test coverage.

Scenario step deletion impact analysis, enhanced deletion UI with orphan warnings, automatic step renumbering, optional first step titles, and simplified JOV data sourcing.

Company status normalization across API/UI, migration backfill, documentation updates, and cleanup.

Distributions and loan management, multi-step scenarios, admin tooling, ASIC import review, and testing enhancements.

Scenario chains, distributions, secured assets, admin tooling, and UI consistency updates.

Multi-Factor Authentication, Tax Elections management (FTE/IEE), ASIC import refactoring, and Xero integration enhancements.

Scenario mode for speculative diagramming, ASIC extract import wizard, and enhanced relationship metadata.

Admin security upgrades, advanced diagram layout controls, and help system improvements.

Admin portal launch, stronger authentication, and subscription override tooling.

Pinned diagram inspector, entity list enhancements, and relationship date handling updates.

Sensitive data reveal tooling, richer relationship metadata, and release note sorting improvements.

Middle-name support for individuals, generalized manual placement in diagrams, and improved stencil visibility for relationship-orphaned entities.

Diagram relationship rendering improvements, configurable note font sizes, expanded trust types, and release-notes utility updates.

Notes feature, extended TFN handling, diagram refactoring, monorepo guide, and improved form validation.

Diagram modularization, hook integration testing, and centralized tenancy management.

Major diagram refactor kickoff (Epic 47), optimistic locking for layouts, admin tenancy overrides, and Cytoscape removal.

Enhanced diagram stability with optimistic locking, structured logging, and improved legend rendering.

Centralizes sensitive TFN/DIN handling with AES-256-GCM encryption and a shared reveal/masking UI component, modernizes diagram settings UX with a sheet + tabs layout, and hardens JointJS tooling/export behavior.

UI enhancements, diagram interactions, and content management improvements

Adds AES-256-GCM encryption for sensitive individual data (TFN/DIN) with a secure reveal UX, refines diagram settings with a sheet + tabs UI, enhances ABN lookups, and expands help documentation.

Introduces new Release Notes section, enhances help documentation system with validation, refactors diagram loading UI, and adds comprehensive content management improvements.

Standardizes diagram terminology to “Entity Filter”, improves diagram loading and version restore performance, and adds clearer UI feedback/tooltips. Includes backend optimizations and better state indications.

Persists UI preferences (theme and sidebar) across sessions and devices with solid SSR/client handling. Improves resilience by providing safe defaults when settings can’t be loaded.

Adds Entity Filter Templates to save and reuse common groupings, plus safer diagram/version cleanup. Includes improved layout preference persistence and stronger integration tests.

Introduces diagram version control with optimistic concurrency, plus dynamic canvas updates when filters change. Adds supporting services, tests, and database migrations.