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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January 2025

• Added the ‘connection’ column to account-related models (e.g.: pennylane.bank_accounts).

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