Our recent sprint has focused on a series of updates across the Cap Table Module and Project Settings, aimed at improving functionality, user experience, and system integration. Below is an in-depth overview of the progress made in these areas:
Cap Table Module Enhancements
User Interface and Functional Improvements
- Tool Tips and Modal Enhancements: Introduced tool tips for better user guidance and adjusted various items in modals related to names, numbers, widths, and overlaps, enhancing the clarity and functionality of user interactions.
- Dropdowns and Icon Updates: Added new dropdown functionalities and icons to streamline user interactions within the investor details modal, improving the aesthetic and usability of the module.
- Allocation Management: Enhanced features in the investor details modal, including new social icons, chevron dropdowns for selections, and updated bottom bar positioning to streamline the allocation request process.
Allocation and Data Management
- Investor and Financial Information Enhancements: Added banners, disabled states, and financial information boxes to provide users with more detailed and accessible financial data. New functionalities to resend Cap Table holder profile invitations and save investor addresses have been implemented to enhance data management.
- API and System Optimizations: Implemented API changes required for investors to save wallets assigned to their allocations and updated wallet list response schemas to the latest specifications, ensuring data consistency and system reliability.
Project Settings Enhancements
Avatar and User Management
- Avatar Retrieval Service: Added a service to fetch a Project User’s avatar, which returns the avatar of the main profile for the ProjectUser’s user, enhancing the personalization and user experience within project settings.
System and Backend Optimizations
- Swagger Documentation Improvements: Improved swagger service descriptions to ensure accurate and updated documentation, enhancing developer interaction and API usability.
Allocation Request Enhancements
- Investor Details Modal Updates: Refined the investor details modal within automated onboarding processes by adjusting paddings, fixing alignments, and enhancing the labeling and button functionalities, improving the modal’s layout and interaction.
System-Wide Updates and Optimizations
Functional and System Enhancements
- General Improvements: Addressed build issues across the Cap Table Module, ensuring smoother system operations and deployment processes.
- Data Handling and Validation: Updated various types and added helper methods to improve data handling capabilities, including adding numbers, updating assigned columns, and handling wallet updates more effectively.
These updates across the Cap Table Module and Project Settings not only enhance the functionality and user experience but also ensure more robust and integrated system performance. By continuously refining these platforms, we aim to provide a seamless, efficient, and user-friendly environment for all users. These improvements reflect our commitment to innovation and operational excellence, ensuring our systems remain adaptable and forward-thinking as we continue to evolve and expand our capabilities.
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