Connected overview, categorised progress and optional approval levels
Repair portfolio summary reads and encrypted upload boundaries, open progress lists from summary cards, and add an optional approval layer plus verified rental-fee transfer handoff.
- Improvements and fixes
Portfolio overview: Portfolio summary reads include required building-review inputs while omitting raw import archives.
- Improvements and fixes
Documents: Preserve identity and employment originals up to 5 MiB through encryption while retaining original limits, integrity checks and older manifests.
- New
System development: Clickable open/acceptance/pending-decision cards and complete workstream categories. Maintenance updates identify Codex separately from the authorization principal.
- New
Rental company fees: A matched, verified bank transfer preserves offer/invoice/payer bindings and protects the unit hold before the application advances. Conflicting holds prevent automatic settlement confirmation.
- New
Optional approval levels: A separate disabled-by-default policy: L1 routine approvals and L2 configured exceptions. Initially integrated with supplier invoice costs, eligible reviewer scope and configured independent preparation; other workflows still need integration.
- Improvements and fixes
Reminder rules: Preserve existing payment follow-up when other reminder rules change; expose its schedule in the approval draft.
- Improvements and fixes
Transfers and reports: Include verified transfers in service reports and print the paid invoice receipt instead of an unpaid draft.
- Improvements and fixes
Bank review fee: Allow an unpaid bank-review invoice when the service and receiving bank are approved, without requiring Tap; original upload still requires verified payment.
Existing approvals stay the default. L1/L2 remains disabled until explicitly configured by the CEO, initially for supplier invoice costs only. Payment remains separate. No gateway, receiving-account or fee activation, and no automatic CEO completion acceptance.