This release introduces significant new features and refactorings, primarily focusing on enabling scenario-based diagramming and streamlining data import processes. Users can now create speculative 'scenarios' to model changes to their entity structures without altering live data, providing a powerful tool for planning and analysis. Concurrently, a new ASIC extract import wizard automates the ingestion of company data from PDF documents, complete with intelligent data extraction, duplicate detection, and a guided review process. These core features are complemented by enhanced relationship metadata capabilities and various UI/UX improvements to provide a more robust and intuitive user experience.
Highlights
- Scenario Mode Implementation: Introduced new functionality to create and manage 'scenarios' for diagrams, allowing users to model changes without affecting canonical data. This includes API endpoints for scenario CRUD, entity/relationship modifications within a scenario, and dedicated UI for viewing and managing scenarios.
- ASIC Extract Import Feature: Implemented a new data import workflow that allows users to upload ASIC company extract PDFs. The system extracts company, individual, and relationship data, performs duplicate detection, and provides a review interface before committing changes.
- Enhanced Relationship Metadata: Improved support for relationship metadata, including beneficial ownership for shareholders and detailed loan information (amount, interest rate, security) for new 'loan' relationship types.
- UI/UX Enhancements: Various UI improvements across the application, such as updated styling for marketing pages, refined date formatting, and better handling of form inputs.
- Refactored Inspector State Management: The relationship inspector's state management has been refactored to use a useReducer pattern, improving predictability and testability.