Released: Thursday, September 11, 2025

🎯 Major Milestones

This release focuses on improving the user experience with a redesigned entity builder interface and enhancing financial calculation accuracy.

🎨 Entity Builder UI Refresh

Modern Interface Design

Complete visual update to the Wizflow entity builder with improved usability:
  • Redesigned entity builder UI with modern visual hierarchy
  • New entity menu design for better navigation
  • Streamlined workflow for faster entity creation and management

✨ Major Features

πŸ”§ Enhanced Entity Builder

  • Updated Wizflow entity builder UI - Complete interface redesign for improved user experience
  • New UI design for entity menu - Better organization and visual appeal
  • Custom views in Umbraco blocks - Enhanced content management capabilities

πŸ’° Improved Financial Calculations

  • More realistic asset management fees - Updated benchmark policy based on Danica with accurate market rates
  • Fixed pension execution calculation issues - Resolved problems where values weren’t adding up correctly
  • Enhanced calculation client - Updated with breaking change fixes from previous versions

πŸ“Š Data Model Updates

  • Financial Household Data Model - Renamed from β€œDreamplan household data model” for better clarity
  • UserCurrentPensionSavings field - Added to calculation trigger for enhanced functionality

πŸ› Bug Fixes & Improvements

Financial Calculation Fixes

  • Cooperative house debt counting - Fixed issue where cooperative house counts debt properly now
  • Pension execution improvements - Applied requested fixes to pension processing workflows
  • Asset management fee transmission - AuM fee now properly sent to calculation engine
  • Default fee structure - Added appropriate default fees after team consultation

UI/UX Improvements

  • House modal dropdown options - Removed and renamed dropdown options for better clarity
  • Contribution rate restoration - Added back contribution rate functionality
  • House input formatting - Fixed formatting issues in house-related input fields
  • Advisor dashboard fixes - Resolved user details display issues

Technical Fixes

  • Flow publishing conditions - Fixed property access errors on undefined values during trigger condition evaluation
  • NextAuth API routes - Resolved issues when certain non-critical environment variables are undefined

🎨 User Experience Updates

Interface Improvements

  • Modern, intuitive entity builder design
  • Better visual hierarchy and organization
  • Improved navigation patterns
  • Enhanced mobile and responsive design

Workflow Enhancements

  • Streamlined entity creation process
  • Better error handling and validation
  • Improved feedback for user actions
  • More reliable calculation processing

⚠️ Breaking Changes

None in this release - all changes are backward compatible.
Questions about this release? Contact our support team at support@wizflow.io.

Resources