Changelog

The logs listed below document the main changes introduced over time in data sharing schemas, tables, permissions and other infrastructure aspects.

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September 2025

• Add fields in practice_management.timesheet_entries to reflect the fields available in Pennylane application.
• Add new table practice_management.mission_invoice_lines to reflect the missions invoiced to clients.
• Added the process_management schema.
• Deprecated the accounting.timesheet_entries model.

August 2025

• Added the created_by column to general_ledger models.
• Fixed issue where the is_paid column of a customer invoice did not match the status displayed in the application.
• Add column outstanding_balance to customer_invoices model.

April 2025

• Add column user_invitation_sent_at and user_invitation_accepted_at to pennylane.company_users model.

March 2025

• Added column churns_on to accounting.companies_identification.

February 2025

• Added columns iban_updated_at and iban_updated_by to customers and suppliers models.

January 2025

• Added the connection column to account-related models (e.g.: pennylane.bank_accounts).
• Added column file_type to accounting.companies_identification
• Added column transfer_ends_on to accounting.companies_identification

December 2024

• Added the pennylane.analytical_ledger.analytical_code column for advanced analytics

September 2024

• Added the pennylane.bank_accounts.proof_status column to better reflect the statuses displayed in the application

August 2024

• Improved performance on all tables to reduce the impact of data updates on simultaneous reads
• Fixed tag inconsistencies in pennylane.analytical_ledger

July 2024

• Added the ‘pennylane.bank_accounts’ data model, containing data about bank accounts connected to Pennylane and associated balances
• Added the equivalent ‘etl.bank_accounts’ data model for incremental data replication needs
• Fixed inconsistent activity sectors in pennylane.companies and etl.companies
• Added columns firm_id and firm_name to accounting.companies_identification

June 2024

• Added test/training account data to the data warehouse to be able to test data sharing
• Added a new data schema, etl for incremental data replication needs
• Added timestamp columns and last user activity date in the pennylane.company_users table
• Added registration date of companies and timestamp columns in the pennylane.companies table

May 2024

• Fixed issues with data access for accounting firms managed on Pennylane
• Added timestamp columns in the accounting.companies_identification and pennylane.fiscal_years tables

April 2024

• Added the pennylane.tax_declarations data model, containing tax declarations data for companies
• Improved read/write performance on the pennylane.bank_transactions table

March 2024

• Improved read/write performance on the pennylane.general_ledger and pennylane.analytical_ledger tables

January 2024

• Rolled out a new permissions system allowing users from accounting firms or multiple companies to access, through data sharing, the same data as on Pennylane (see scopes)
• Added columns on accounting.companies_identification about the assignment of accounting users to companies in the firm’s portfolio

June 2025

• Technical migration: We have migrated to a new architecture to reduce and stabilize query durations by completely separating infrastructure between read and write queries and jobs. This change improves performance and stability for all users, with no action required on their part.
• Documentation update: all model pages now have “filter keys” and a new section on query optimization has been added to the getting started documentation.