3dvr Portal – Release v0.0.28 (Week of November 30, 2025)

Finance-forward sprint: reconciliations stay in lockstep with the ledger, forecasting tiles summarize the quarter, and transaction edits stay safer by writing through shared Gun nodes with clearer audit context. Navigation remains consistent so contributors can jump between finance, CRM, and calendar without losing their place.

Overview

Finance moved from experimental to dependable. Reconciliation checkpoints mirror the real ledger, forecasting tiles summarize cash posture for the coming quarter, and edits stay reversible thanks to audit-friendly Gun writes. We aligned navigation to keep finance close to CRM records and scheduled follow-ups, so teams can trace revenue and spend back to the people and meetings that drive them.

Portal quick links

Portal home – hop across workspaces and the release hub.
Release hub – browse every weekly milestone.
Finance – reconcile ledgers, edit transactions, and track forecasts.
CRM & contacts – keep revenue owners in view while reviewing deals.
Calendar – line up follow-up meetings tied to finance checkpoints.
Tasks – scan updated summaries and cross-links to calendar items.

Portal shell & navigation

Keep the current weekly milestone pinned on the release hub so finance contributors land on the newest notes first.
Reuse consistent back-links and navigation affordances so switching between finance, CRM, and calendar views keeps context intact.
Retain dark theme spacing and typography adjustments that keep long-form notes readable on mobile and desktop.

Finance & forecasting

Introduce reconciliation checkpoints with side-by-side ledger comparisons, keeping Gun as the source of truth for every adjustment.
Add forecasting tiles that roll up near-term revenue, burn, and runway so finance reviewers see the quarter at a glance.
Harden transaction editing by routing writes through shared nodes, logging who changed what, and surfacing audit context before saves.
Improve filters for categories, accounts, and timeframes to speed up weekly close reviews.

CRM & contacts

Link finance owners back to CRM records so deal stages and revenue forecasts stay aligned.
Carry contact identity fields into finance notes for quick attribution and fewer duplicate entries.
Keep merge previews readable while showing the finance impact of field changes before they write to Gun.

Calendar & workflow

Surface finance follow-ups directly on the calendar with links back to the reconciled ledger checkpoints.
Respect navigation breadcrumbs so switching between finance reviews and meetings keeps the same context.
Preserve keyboard-accessible affordances across release and finance pages to keep review loops fast.

Reliability & sync

Continue to treat shared Gun nodes as the authoritative ledger for transactions, with retries keeping edits queued when offline.
Document audit trails inline so contributors understand how finance edits replicate across sessions and browsers.
Maintain dark-theme readability and consistent spacing for long-form finance notes on both desktop and mobile.