This release focuses on strengthening data integrity and improving user experience by centralizing and hardening validation rules for relationships and distributions. It introduces a new utility for consistent distribution targeting, tightens SMSF distribution rules, and enhances loan date validation. Additionally, the UI for relationship and distribution forms has been refined, incorporating internalized group filtering and a more intuitive inline editing pattern for tax election management.

Highlights

• Centralized Distribution Targeting Logic: Introduced a new utility (distribution-targeting.ts) to centralize and standardize the logic for determining valid distribution recipients across various UI components and API validations, ensuring consistent application of business rules.
• Hardened SMSF Distribution Rules: Updated the validation for SMSF distributions to enforce a hard error (instead of a warning) if the recipient is not a recorded member of the SMSF, preventing invalid distributions at the API level.
• Enhanced Loan Date Validation: Implemented both client-side and server-side validation to ensure that loan end dates and maturity dates are logically consistent (i.e., after the start date), improving data integrity for loan relationships.
• Streamlined Relationship Form: Removed 'loan', 'security', and 'guarantor' relationship types from the general 'Create New Relationship' form dropdown, directing users to dedicated loan management UI for these specific relationships to ensure proper metadata capture.
• Improved Relationship Form Group Filtering: Internalized group filtering within the RelationshipForm component, allowing it to self-fetch and filter entities based on the active group context, making it more robust and less dependent on parent components for pre-filtering.
• Refactored Tax Elections UI: Overhauled the Tax Elections section and dialogs to feature an inline editing pattern, optimistic updates, and direct access to specific election forms (Family Trust Election or Interposed Entity Election), enhancing user experience and efficiency.
• Extended Entity Search Picker Functionality: Added new props (groupId, ungrouped, restrictToIds) to the EntitySearchPicker component, enabling more precise and context-aware filtering of entities, crucial for features like distribution targeting.