Performance upgrades and interface polish

1.29.7·

Core performance and dependency upgrades under the hood, plus a pass of interface polish across the app.

Improvements

  • Performance and dependency upgrades. Core dependencies were updated to keep the app fast and dependable.
  • A more consistent interface. The shared building blocks behind every screen were updated so buttons, menus, and dialogs look and behave consistently across the app.
  • Consistent styling across several modules. Refined the styling across Snapshots, Wealth Path, Settings, and the sidebar for a more uniform look.
  • Cleaner tables in Meeting Notes and Portfolio Shift. Table styling was refined for easier reading in Meeting Notes and the Portfolio Shift screens.
  • Consistent household color across the CRM. Households now display the same color everywhere you move through the CRM.
  • Scrollable details panels. Longer content in the details panel now scrolls into view instead of being cut off at the bottom.
  • Smoother scrolling inside dialogs. Menus and pickers opened inside a dialog now scroll correctly.
  • Simpler delete confirmations. Deleting now takes one clear confirmation step instead of two.
  • Reliable Meeting Notes refinement. Note refinement in Meeting Notes works dependably again after resolving a dependency compatibility issue.
  • A tidier refine panel in Meeting Notes. The refine panel in Meeting Notes now stays properly contained and scrolls smoothly.

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