SECO — Financial reports Changelog

SECO Tools · Platform 5 · internal

Changelog

Every change made to this financial reporting specification instrument since it was started — 63 entries across 16 days. Select a date to read what landed that day. This page is project furniture: it sits outside the 1280×720 canvas and is not part of the Power BI specification.

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  • Period follow-up, and nothing after the as-at date counts as happened

    19:30All pages
    Scope

    Proposed — follow-up to the Period filter, 6 October 2026. The as-at rule changes figures at All on pages 1, 2, 3, 4 and 6; those figures are the new baseline. Question Q49.

    What changed
    • With a period selected, 7.4's caption counts requests in play in the period: how many arrived in it, how many were already open, and how many signed, were lost or were still open at its end. The conversion-rate information box has a third line.
    • With a period selected, 1.1 shows the estimate for the calendar year in which the period ends, and its year label shows that year.
    • With a period selected, 1.4 and the over-budget rows of 1.9 read hours booked from each project's start to the end of the period against its budget. 1.5 still reads hours inside the period.
    • The as-at line reads As at 2026-07-31 · data refreshed 2026-08-12 · Period.
    • Closures, value closures, confirmed ongoing business, cost lines, savings evidence and commitments dated after 2026-07-31 are not counted as having happened, at every period.
    Where
    • Filter bar
    • As-at line
    • /
    • /page/pipeline-origin
    • src/mocks/seed/index.ts
    • src/model/page1.ts
    • src/model/pipeline.ts
    How to test
    1. Set Period to 2025: 1.1 reads 2025 and 7.4's caption reads 174 requests in play in the period.
    2. At All, 1.3 reads 20 of 80 closed projects carry a confirmed figure.
  • The Period filter works, on every page

    17:30All pages
    Scope

    Proposed — asked for by Paul (2 October 2026) and Carlo Conta (5 October 2026) in review. With Period at All every figure is unchanged. Comparisons against a previous period are not built yet. Questions Q47 and Q48; Q31 extended.

    What changed
    • Period offers All, Last 12 months, 2026, 2025, 2024 and a custom range of months. The choice shows on the filter and in the as-at line, stays synced across pages, and Reset all filters returns it to All.
    • Each kind of figure follows its rule: events inside the period; rates fixed at closure for closures inside it; positions as at its last day; ratios recomputed from top and bottom.
    • The 289 page-7 requests carry placeholder arrival, step and lost dates; page 7's banner says so.
    • 1.12 and 1.7's targets say not affected by Period. A comparison is replaced by “comparison for a selected period: not built yet” while a period is selected.
    • Booked hours carry their phase and work category on the entry.
    Where
    • Filter bar
    • src/model/period.ts
    • src/mocks/seed/index.ts
    • src/model/pipeline.ts
    • src/model/page1.ts
    How to test
    1. Set Period to 2025: the filter reads Period: 2025 and so does the as-at line.
    2. Set a custom range March 2025 to March 2026, then press Reset all filters: Period returns to All.
  • Page 1 in four named bands, one anatomy per card and chart

    16:30Page 1
    Scope

    Proposed by the programme team, 6 October 2026, from Carlo Conta's review of 5 October and Jon Shipley's of 2 October. Neither has seen this layout. Divergences DV-15 to DV-18; question Q46. Figures unchanged except 1.4 and 1.9's over-budget rows; new figures are placeholders.

    What changed
    • Four named bands: Ongoing business (1.1, 1.3 | 1.12), Sales (1.2, 1.10 | 1.7; then 1.8 and 1.11), Hours (1.4 | 1.5), Needs a decision (1.9). Cards left about 30%, charts right about 70%.
    • Every card: title, information box, period; figure; one completeness line; on the four value cards a placeholder previous-year change line; the source mark once at the foot. Long captions and the separate exclusion note removed.
    • New 1.12 Ongoing business by year, 2025 to 2029: confirmed (solid) under estimated, not yet confirmed (hatched).
    • 1.5 one list on one scale; 1.7 solid lines, dashed targets, one explanatory line; 1.8 and 1.11 compact. Codes fixed as identities; 1.6 not reused.
    • 1.4 placeholder budgets restated: pre-sales 112%, post-sales 97%. Pages 2, 6 and 7 banner: “Full statement on page 1” removed. Phone layout shows the new page 1.
    Where
    • /
    • /mobile/overview
    • src/pages/OverviewPage.tsx
    • src/pages/MobileOverview.tsx
    • src/model/page1.ts
    • src/mocks/seed/page1Placeholders.ts
    How to test
    1. Open page 1: four band headings; click the information icon beside Pipeline: three lines.
    2. 1.4 reads pre-sales 112% and post-sales 97%.
    3. Open the phone layout: same visuals in the same order.

Times are the order in which work landed, not billed effort. Nothing on this page feeds the semantic model.