Welcome to our first bi-weekly development update spanning from February 2 to February 16, 2024. These updates will be a regular occurrence, roughly every two weeks. Let’s dig in! Significant strides have been made in enhancing the user interface and experience, along with functional improvements across various modules. This period has seen focused efforts on refining the Cap Table Module, introducing General Updates for improved usability, and advancing the Tokenomics Module and Investor Portal: MVP. Below is a detailed breakdown of the key developments.
Cap Table Module Enhancements:
UI/UX and Design Improvements
- Onboarding Flow Improvements: The onboarding content has been modified for greater clarity and technical accuracy, making it easier for new users to navigate. Additionally, a bug that reset the state when navigating backward has been fixed, and the onboarding now supports configuration for all investment rounds.
- UI Customization: The introduction of custom UI controls in place of standard HTML selects offers a more tailored onboarding experience. This change aligns with the new Cap Table service response format and leverages TypeScript for enhanced type safety and code maintainability.
- Functionality Fixes and Enhancements: A temporary rollback addresses a modal clipping issue, and the Cap Table entry notes have been updated to reflect the revised data model. The onboarding process now includes a final API call to finalize the cap table setup, and main view adjustments now allow for a more organized display of investor information.
General Updates:
- A key update has decoupled the ‘TextField’ placeholder attribute from its label, ensuring clarity and distinctiveness in UI elements.
Tokenomics Module:
- Critical Bug Fix: A bug that previously affected users’ ability to choose between manual and import options during onboarding has been resolved.
- Performance Optimization: The module now caches allocation and release schedule table definitions, significantly improving load times and enhancing module stability with a React warning resolution.
Investor Portal MVP Updates:
UI/UX and Design Improvements
- Finalization of Account Creation Flow: The UI for the last step of the account creation process has been meticulously drafted to ensure a seamless end-user experience.
- Sidebar and Modal Enhancements: We’ve refined the collapsed sidebar width for optimal space utilization and updated the settings & logout modal positioning for better accessibility.
- User Experience Upgrades: The user experience on the Getting Started page has been enhanced with pointer cursors for links, contributing to a more intuitive interaction. Additionally, the navigation bar has been removed from the investor’s dashboard to offer a cleaner and more focused interface.
- Design Consistency and Clarity: Updates include a collapsed state for the sidebar, improved copy and progress step bar design for enhanced clarity and strategic design tweaks across the InvestorProfileOnboarding and InvestorProfileSettings for a cohesive user journey.
- Wallet Management Notice: A specific notice to “Only use ERC20 Wallet Addresses” has been added, guiding users towards the correct wallet address usage.
- Visual and Functional Enhancements: Improved visual feedback on navigation items, standardized border styles for form controls in required/error states, and the introduction of icons to text fields elevate the platform’s aesthetic and functional appeal.
- Field Visibility and Error Messaging: We’ve developed a conditional field visibility logic for a tailored onboarding experience and customized error messaging for better user feedback during profile setup.
Functional Enhancements and Code Optimization
- Profile Setup Enhancements: Addition of a wallet address step and state for Telegram communities, enriched the investor profile settings with pseudo checkboxes for selecting investor types and implemented a navigation component for enhanced usability.
- Data Integrity and Validation: The platform now ensures that at least one investor type is chosen, with the last name and email fields marked as read-only to maintain data integrity. Moreover, the form submission logic has been optimized, fixing build issues and refining submission components for a smoother user experience.
- Error Handling: The update has refined the process of extracting error messages from service responses or Axios errors, ensuring consistency across API calls.
Performance and Security Updates
- Login Flow and Onboarding Optimization: We’ve addressed and fixed the login flow to effectively display the investor profile onboarding, integrated a skip button for a streamlined user journey, and implemented a 0% completion state to engage users from the start of their onboarding process.
- Infrastructure Setup: A dedicated branch for the server and client components of the investor portal has been established, with updates applied to the cloned codebase for improved functionality.
- Automated Onboarding and Front-End Enhancements: Enhancements include the generation of onboarding links with confirmation modals, adjustments to notification widths for better visibility, and layout adjustments on the main page for enhanced user interaction.
These developments underscore a commitment to delivering a seamless and efficient user experience across the platform. The focus on technical accuracy, UI/UX enhancements, and functional robustness promises to significantly benefit users by streamlining operations and improving the overall interaction with the platform. As we move forward, these updates are expected to lay a solid foundation for future enhancements and new features.
