Latest Release Notes

Written By Ali Jourabchi

Release 2.0.0.53

Functional Enhancements

1. EU ETS & Financial Invoicing (AP/AR & Bank Accounts)

A substantial expansion of bank account management, automated cash settlements, tax handling, and invoice workflow efficiencies.

  • Bank Accounts Submodule & Data Model: Introduced a dedicated Bank Accounts submodule under ETS with role-based permissions, displaying company identifiers, sequence numbers, bank names, account numbers, and currencies (USD/EUR/GBP). Added a new algorithm to automatically populate bank details from integrated trading data, alongside manual entry with auto-generated unique keys (CompanyNo_SeqNo).

  • Cash Invoice Bank Linking: Added dynamic bank account selection dropdowns for cash payable and receivable invoices, automatically filtering valid bank accounts based on company ownership, counterparty, and currency. Settle views now surface linked bank account tables.

  • Back-Integration & ERP Enhancements: Added XML support for <remittanceCompNo> and <remittanceSeq> in Cash invoice integrations. Added optional VAT/Tax lines (isTax=1, oprBillCode=VOTAX, ledgerCode) via an IncludeTaxOnCash toggle, synchronized header and line-item memo/description fields, and introduced an integration setting to send <approvalStatus/> as blank for outstanding items.

  • Invoice Numbering & Group Integration: Streamlined auto-generated invoice numbering from 3-digit (Vessel-Voyage-001) to 2-digit (Vessel-Voyage-01) formats while maintaining backward compatibility. Enabled multi-select Group Integration to push multiple outstanding invoices simultaneously based on common eligible statuses.

  • FIFO Auto-Allocation & Posting: Implemented automatic FIFO allocation of required EUA quantities when triggering transfers for uncovered payable invoices. Added support for directly posting internal intercompany allowance invoices from Outstanding when cash-settled.

  • Physical Invoicing & Confirmations: Added total aggregation rows (SUM for volumes, weighted averages for prices) on Physicals, bulk deletion of selected physical invoices, and a new email notification template for Sell EUA's Confirmations covering internal pool-to-pool and external sales.

2. FuelEU Maritime (FEUM) Enhancements

Further extensions to pool journal integrations, voyage accounting, and counterparty tracking.

  • Pool Journal ERP Integration: Implemented integration of FEUM pool penalty/surplus journals directly into external voyage management systems (IMOS) with dual line-item debit/credit entries, supported by an integration audit log.

  • Journal UI Controls: Refined the Journals creation interface to default invoice/due dates to today, display amounts up to 3 decimals, correct UTC timestamp offsets, and streamline dropdowns (renaming Internal to Pooling while restricting premature external/receivable selections).

  • Counterparty Employments: Introduced a dedicated Counterparty tab under Employments with an isCounterpartyEmployment flag (supported via manual voyage creation and automated ingestion algorithms) to monitor third-party voyage compliance balances.

  • Pool Planning & Vessel Insights: Added visibility into expected compliance balances and banked rollover surplus directly within pool vessel-assignment screens. Introduced an Exclude Zero Compliance Balance filter on TC contracts and head fixtures, and redesigned compliance trading cards.

3. UK ETS Module

  • Unit Naming Alignment: Standardized Net Position reporting to explicitly display UKA units for UK ETS while preserving EUA for EU ETS.

  • Trade Deletion Safeguards: Addressed validation rules to prevent accidental deletion of carbon trades that have existing allocations linked in UK ETS.

4. Custom Report Builder (Insight Hub) & Reports

  • New Visuals: Introduced Line and Stacked Column and Clustered Column visual types with configurable dual-axis scaling, legends, and tooltips.

  • Matrix & Table Formatting: Added granular styling settings for tables and matrices, including row/column totals, outer borders, custom gridline colors, and cell text/header alignments.

  • Presentation & View Mode: Cleaned up published view mode by removing visual-type labels, slicer indicator tags, and visual outer borders for a cleaner dashboard presentation. Corrected chronological and alphabetical sorting in matrix columns and resolved slicer state persistence issues on refresh.

  • Report History Comparison: Added sticky column headers and column-level filtering when comparing historical versions of raw reports.

  • Public API Tokens: Added new public API endpoints to retrieve report lists and generate embed tokens for external reporting dashboards.

5. World Map & Scenario Management

  • Scenario Manager: Added a dedicated Scenario Manager submodule to manage, configure, and toggle active/inactive custom trading scenarios.

  • Scenario Navigation & Comparison: Implemented a scenario dropdown on the World Map enabling quick switching between custom vessel/peg simulations and the default base map.

  • Peg List Submodule: Moved peg configurations into a dedicated Peg List module displaying region setup assignments and global region coverage. Updated the map action bar by renaming "Search/Update Routes" to "Refresh".

6. Trading Algorithms & Data Center

  • Voyage Contract Types: Added standard "Voyage" and "Voyage Charterer" contract types to clearly distinguish spot voyages and relets from standard Time Charter (TC-In/TC-Out) structures.

  • Cap/Floor Rate Bands: Extended the unified TC algorithm to automatically generate child trades for up to three rate bands under TC - With Cap/Floor contracts using specific band prices and volume percentages, supporting overlapping band periods via unique suffixes.

  • Algo Diagnostics: Enabled manual algorithm execution to process valid vessels even with partial data while surfacing clear error messaging for missing references.

6. Platform, Observability & UI Polish

  • Sidebar & Environment Badging: Optimized the collapsed sidebar to display main module icons while hiding sub-module dots, and introduced explicit environment badges (Live / Test / Dev) in the top pane.

  • Frontend Error Telemetry (Faro/Loki): Resolved client-side assertion and null-reference exceptions across the Fuel EU Manager, Custom Reports, Jobs schedule, and IMOS Integration settings.

  • SFTP Ingestion Rules: Enhanced SFTP date token parsing to support case-sensitive uppercase month formatting (e.g., {yyMMMdd} matching 26SEP30.csv).

Ali Jourabchi
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