Release Week
Versions Released: 2.0.3
Week Of:
- Added editable renewal recommendation ratings directly in portfolio tables.
- Expanded portfolio imports to accept more common header labels and additional date formats.
- Improved bulk upload feedback with clearer missing-field labels and more detailed skip summaries.
- Fixed bulk upload summaries so skipped and partially saved totals stay accurate when key fields are missing.
- Updated user edit forms so available role choices refresh when the selected organization changes.
- Simplified market participant assignment with a cleaner selection flow.
- Preserved manually added portfolio assets during proprietor syncs.
- Improved proprietor sync performance for organizations with overlapping proprietor records.
- Kept the Save changes bar visible in organization settings while scrolling.