This release delivers a significant expansion of core application capabilities by introducing a robust Notes feature for contextual annotations across entities, relationships, and diagrams. It also solidifies the secure handling of sensitive data by extending TFN encryption and controlled revelation to a broader range of entity types, complemented by a new diagram display option. Concurrently, the underlying diagramming architecture has been further refined for improved maintainability and future extensibility.

Highlights

• Notes Feature Implementation: Introduced a comprehensive Notes feature allowing users to attach textual annotations to entities, relationships, and diagrams. Diagram notes are visually represented on the canvas, support in-canvas editing, and integrate with diagram versioning for position snapshots.

• Enhanced Sensitive Data Handling: Extended TFN encryption and on-demand reveal mechanisms to all eligible entity types (Company, Trust, Partnership, SMSF). A new diagram view setting allows users to toggle the display of full TFNs on ownership diagrams, with server-side decryption and audit logging ensuring security and compliance.

• Diagram Codebase Refactoring & Modularity: Continued the refactoring of the JointJS ownership diagram component, consolidating layout preferences into the useLayoutManager hook. This effort improves modularity, testability, and reduces code duplication within the core diagramming logic.

• New Monorepo Guide: Added an agent.md guide to document the monorepo structure, hard boundaries, routing rules for app and shared packages, Next.js rules, and edit discipline for developers.

• Improved Entity Form Validation & Persistence: Updated entity forms and API routes to correctly handle ACN/ABN/TFN/DIN clearing by removing keys, and to preserve encrypted sensitive fields if not explicitly touched during updates. Company entities now include companyType and tradingName fields with appropriate validation.