This release expands platform scope and reliability with XPM integration planning, new asset-type support, stronger trust/unit-capital validation, and improved scoped filtering across distributions and active FTE trust selection. It also strengthens diagram test infrastructure and invitation tracking fidelity.

Highlights

• Xero Practice Manager (XPM) Integration Planning: Added a comprehensive implementation plan covering data discovery, mapping strategy, sync approach, and conflict resolution, plus API/auth groundwork for XPM scope support.
• Expanded Asset Type Coverage: Added six new asset types (equipment, intellectual-property, superannuation, life-insurance, crypto, motor-vehicles) with corresponding form, icon, colour, and API test updates.
• Trust and Unit Capital Refinements: Continued trust model hardening with hybrid-as-unit semantics (isHybrid) and stricter unit-capital validation for non-empty unique classes and non-negative integer unit counts.
• Tax Elections UX Improvement (IEE Context): Added the selected family trust’s FTE effective year directly in the IEE workflow to reduce guesswork when entering IEE effective year.
• Group-Scoped Filtering Improvements: Added and aligned groupId and ungrouped filtering for distributions and active-FTE trust selection endpoints and UI flows.
• Diagram Test and Route Robustness: Improved JointJS mocking coverage and updated annotation route handling patterns for safer Next.js runtime behaviour.
• Invitation Tracking Migration: Added accepted_by_user_id to user_invitations with a backfill migration for accurate attribution of invite acceptance.