v0.12.3 — Portfolio Reporting Scoped to a Single Owner

Overview

Version 0.12.3 introduces a key business rule enforcement: portfolio reports are now scoped to a single owner. This is a targeted but important change that strengthens data boundaries within multi-owner portfolio management workflows.

What This Means

When generating a portfolio report, the system now requires and enforces a single owner context. Reports will only include data — properties, financials, compliance records, and related information — that belongs to the selected owner.

Before This Change

It was possible to generate portfolio-level reports in a way that could inadvertently aggregate or surface data across multiple owners within the same output.

After This Change

• A single owner must be in scope before a portfolio report can be generated.
• All report data is filtered and validated against that owner.
• Cross-owner data cannot appear in the same report.

Who Is Affected

• Agents managing portfolios for multiple owners — You will need to select a specific owner before running a portfolio report. This is a small workflow change that ensures clean, accurate output per client.
• Single-owner users — No change in behaviour. Your existing workflows continue as normal.

Data Integrity & Privacy

This rule exists to protect both agents and their clients:

• Client confidentiality — One owner's financial or compliance data will never appear in another owner's report.
• Regulatory alignment — Clean data scoping supports audit-readiness and transparent record-keeping.
• Accuracy — Reports reflect exactly what they should: the portfolio of a single, identified owner.

No Action Required

There are no database migrations, configuration changes, or API updates required for this release. The enforcement is applied at the reporting layer automatically.