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Release Log

What shipped each week, organized by feature area. Generated from .capabilities.json files in the repository.

2026-W11 (Mar 9 - Mar 15)

Cash Visibility

  • Cash positions & account groups — Cash positions logic migrated to Treasury API with pool-aware calculations. Proper account groups with filtering on Forecast Overview and Cash Positions pages.

Investments

  • Investment data expansion — Investment fields added to all transaction datasets. New Treasury Spring Excel parser for term deposit ingestion.

Reporting

  • Line & pie chart components — Line charts and pie charts now available as Embeddable dashboard components.

Bank Account Management

  • Bank account management v0 — Full management page with category editing, audit changelog for category changes, and REST/gRPC API migration.

Data

  • Path-based API routing — Treasury API service supports path-based routing for cleaner endpoint organization.

Also: Forecast overview revamp extended with actual balances REST endpoint.

2026-W10 (Mar 2 - Mar 8)

Scenarios

  • Assumptions backend — Backend service for base forecast assumptions + Treasury API service.

Variance Analysis

  • API migration (GraphQL → REST) — Historical forecasts and variance endpoints migrated from GraphQL to REST API.

Cash Visibility

  • Account page API migration (GraphQL → REST) — New REST endpoints for account-level actuals, forecasts, and balances aggregated by category.

Categorization

  • Category Management page — Users can view, create, and manage categories with frontend page and API support.

IC Forecasting

  • IC manual forecasts — Manual forecasts for intercompany with initial counterparty structure.

Pulse

  • Pulse branding — Renamed digest and chat to "Pulse" with icon change.

2026-W08/W09 (Feb 16 - Mar 1)

Reporting

  • Embeddable bar charts — Dynamic bar width based on component width and number of X-axis values.

Categorization

  • Gemini model evaluation — Compared Gemini 3 Flash vs 2.5 Flash for categorization cost and performance optimization.

Audit & Governance

  • Customer-facing audit logs — Audit log page visible to customers in the platform.

2026-W07 (Feb 9 - Feb 15)

Forecasting

  • Forecast overview table — Interactive AG Grid table showing backward-looking actual balances and forward-looking forecast balances grouped by entity. Cells are clickable with "Investigate" deep links to account views.
  • Cash pool sweep forecasts — Base forecasts now support ZBA cash pool sweeps using sweep configuration from the database.
  • Manual outlier marking — Users can manually mark transactions as outliers to exclude from forecast model training. Includes REST API, GraphQL fields, and frontend UI.
  • Direction-separated LoRA fine-tuning — Inflow/outflow-specific LoRA models producing 3 models per customer for direction-separated forecasts.

Investments

  • Investment forecasts (V1) — Auto-generated forecasts from investment data, integrated into the Forecast Overview and base forecasts calculation.

Pulse

  • Palm Chat in platform — First iteration of AI chat capabilities embedded in the Palm web app.
  • Customer Slack App foundations — Foundations for report delivery to customer Slack channels and AI interaction.

2026-W06 (Feb 2 - Feb 8)

Data

  • Bank statement Slack notifications — Slack messages when new bank statements are received, showing processed/failed counts with per-file details.

Forecasting

  • Forecast overview date picker — Date range picker added to the new forecast overview page.
  • ML model quality improvements — Removed underperforming Naive and Average models from the forecast ensemble and per-item model selection. Experimented with training on outlier-free data.

2026-W05 (Jan 26 - Feb 1)

Forecasting

  • Forecast overview revamp (Phase 1) — Rebuilt forecast overview page on new REST API with KPI panels, filters, and new API integration. Old page preserved as "Variance Analysis".
  • Forecast training set visibility — DBT model surfacing training data including flagged outliers.
  • Simplified outlier detection — Streamlined to daily frequency only, removing weekly/monthly detection that risked false positives.

Investments

  • Investment data model redesign — Decoupled investments from bank accounts (nullable account_id, new fields for standalone investments).

Reporting

  • Embeddable pie chart — New pie chart component using AG Charts for Embeddable dashboards and Palm apps.

Cash Pooling

  • Pool-aware cash positions — New frontend showing cash positions with ZBA/notional/standalone grouping.

Batch Uploads

  • Action button loading states — Loading state feedback on Forecast Adjustment table action buttons.

Pulse

  • Palm Chat infrastructure — MCP server deployed to production with BigQuery access, schema discovery, customer isolation (RLS), and non-engineer access.

2026-W04 (Jan 19 - Jan 25)

Forecasting

  • Anomaly detection — Change point detection (PELT) and outlier detection with persistent storage in DBT.

Mostly infrastructure and ML pipeline work this week.

2026-W03 (Jan 12 - Jan 18)

Forecasting

  • Forecast REST API endpoints — GET /v1/balances/forecasts and filter options API powering UI dropdowns.
  • Daily ML training — Changed training DAG schedule from weekly to daily.

Data

  • Forecast API endpoint — GET /v1/forecasts/base via Treasury API.

Reporting

  • PDF report previews — Backend PDF generation for previewing scheduled email reports.

Pulse

  • Palm Chat production deployment — Prod environment, automatic base layer builds, non-engineer access, dbt schema descriptions exposed.

2026-W02 (Jan 5 - Jan 11)

Forecasting

  • Base forecast backfill optimization — Performance improvements to the backfilling process.

Reporting

  • Cube data cleanup — Reviewed and cleaned Cube dataset fields.

Investments

  • Investment accounts hidden from navigation — Temporary fix to prevent investment accounts from appearing in bank account navigation.

2026-W01 (Dec 29 - Jan 4)

Forecasting

  • Base forecast automation — Automatic population of palm.forecasts table, forecast settings triggering recalculation, minimum observation limits, and separated training/evaluation/prediction DAGs.

Data

  • Treasury API hardening — Service-level tests, public IDs for categories, list categories endpoint.

Categorization

  • Evolutionary prompt optimizer — New batch-evaluation prompt optimizer for improved transaction classification.

Forecast Settings

  • Dedicated settings table — Migrated ML on/off configuration from category column to dedicated table.

Bank Account Management

  • Account groups — Custom account grouping via new cash pool type in DB and Admin Portal.

Reporting

  • Embeddable dropdown — Custom dropdown filters matching Palm app styling.

2025-W52 (Dec 22 - Dec 28)

Forecasting

  • Short-term forecast pipeline — Chained training and prediction DAGs in Airflow, design documentation for short-term forecast approach.

2025-W51 (Dec 15 - Dec 21)

Forecasting

  • Short-term forecast implementation — Daily forecasts with AutoGluon TimeSeries, base forecast backfill endpoint, and data completeness checks.

Investments

  • Investment data foundation — Investment account type, investments table with Embeddable export, initial ON data ingestion.

Reporting

  • Custom report creation — UI for creating new custom reports.

2025-W50 (Dec 8 - Dec 14)

Forecasting

  • ML experimentation framework — Naive benchmarks, evaluation metrics (MASE, wMAPE), hyperparameter tuning experiments, and established experiment practice.

Data

  • Treasury REST API — REST gateway setup and category mapping endpoints.

Reporting

  • Investments reporting — Investments data available in Embeddable dashboards.

Forecasting work this week was primarily ML research and infrastructure.

2025-W49 (Dec 1 - Dec 7)

Forecasting

  • Base forecast service — Foundational service for composing forecasts from multiple sources with backfilling.

Batch Uploads

  • Upload table improvements — Totals display, direction-aware values, and same-file re-upload support.

Last updated: 2026-03-10