This release significantly expands and refines the Xero Practice Manager (XPM) integration, providing robust tools for managing external group links, synchronizing data, and reconciling differences between StructureGram and XPM. It introduces a new reconciliation workflow that empowers users with granular control over data consistency. The changes are backed by extensive new test suites and updated development guidelines to ensure reliability and maintainability.
Highlights
- Xero Practice Manager (XPM) Integration: Introduced comprehensive features for Xero Practice Manager (XPM) integration, including new API endpoints for group linking, discovery sync, and outbound client/relationship synchronization.
- XPM Reconciliation Engine: Implemented a new reconciliation engine that allows users to compare StructureGram and XPM data for linked groups, review differences, and apply changes with granular control.
- Enhanced Test Coverage & Data Cleanup: Added numerous new unit and integration tests to ensure the robustness and correctness of the XPM integration across scenarios. Added
entity-cleanup.tshelper utilities to improve integration-test cleanup and prevent entity limit issues. - Development Workflow Guidelines: Updated
.github/copilot-instructions.mdwith new sections on External API contract discipline and terminal/script discipline to standardize development practices. - Repository Structure Documentation: Added
REPO_STRUCTURE.mdto provide a high-level overview of the repository folder structure and improve onboarding/file lookup.