- Cash Flow & Forecast: CFO 13-week forecast (backend+frontend), cash flow page performance refactor, forecast N+1 query fix, debenture interest cash category fix, annotation → cash_category_id refactor
- FX: FX Limit Order system with approval flow (backend+frontend)
- AI Chat: In-app AI chat drawer with streaming, markdown rendering, Redis lock for duplicate guard
- Scenario Governance: Events, approvals, promotion gate (backend+frontend), forecast lifecycle design
- Debt Financing: MA debenture report sync, debt instrument UI, ghost_source_item rule, compact mode
- Infra: ActionCable subscription fix (Redis + package replacement), kube-coder actionlord.com support, WebSocket protocol fix
- Docs/Design: Balance verification design, payment batch API design, API entity onboarding plan
- AI Chat: Multi-file upload & drag-drop for AI chat imports, bill management & OCR scanning, FP&A Tri-Scenario Analysis tool
- E2E Testing: E2E testing infrastructure + Playwright setup (backend+frontend)
- Cash Flow: Create expected cash flows from file upload (backend+frontend)
- UI Polish: Collapsible chevron, frequency combobox, coupon rate input, shared currency utility, multi-select value picker
- Other: HubSpot Pipeline Inclusion scenario rule, remove GraphQL codegen scripts
- Reconciliation: Reconciliation Engine — auto-matching transactions to forecasts (backend), dashboard/match review/variance analysis UI (frontend)
- Plaid/Quiltt: Validate credentials before investment sync, fix missing balance data, institution pre-selection for Quiltt & Plaid SDKs
- AI Categorization: AI-powered transaction categorization UI
- Counterparty: Counterparty identification engine (backend+frontend, in progress)
- Other: Recon daily freeze schedule, seed direction filter fix, E2E Rails environment
- Forecast Scenarios: Entity_id support across forecast features, entity selector for scenario rule modals, FX rate override scenario rule, auto-mark first scenario as primary
- MA Cash Flow: Entity and bank account defaults per MA cash flow event
- LOC: LOC events cash category mapping
- Cash Flow UI: Expected cash flow bulk update, ghost transactions CSV upload, balance type & credit utilization UI, status filter fix
- API Platform: Payment Batch API for grouped payment processing, API entity onboarding system, recipient bank account REST API endpoints
- Hosted Pages: Hosted page branding, trusted domains & return_url support (backend+frontend)
- FX Pullers: BoiFxPuller HTTP status check fix, WiseFxPuller URL fix, Sentry instrumentation for FX pullers
- Other: EUR balance update comma sanitization, entity select fix for owner/admin users
- R&D / Spike: TPUSD Earn feature exploration (stablecoin yield via Brale), MA debenture/venture investor integration spike, brand guidelines
| Feature | Contributors |
|---|---|
| CFO 13-Week Forecast | Adam |
| FX Limit Order System | Adam |
| In-App AI Chat (streaming + markdown) | Adam |
| Scenario Governance & Promotion Gate | Adam |
| Reconciliation Engine (auto-match + UI) | Osman |
| AI-Powered Transaction Categorization | Osman |
| Expected Cash Flows from File Upload | John |
| Multi-File Upload for AI Chat | John |
| API Entity Onboarding | Hakan |
| Payment Batch API | Hakan |
| Hosted Page Branding | Hakan |
| Entity Support Across Forecast Features | İlhan |
| Expected Cash Flow Bulk Update | İlhan |
| Ghost Transactions CSV Upload | İlhan |
| Balance Display Strategy | Adam + hacivat-bot |
| Campfire Integration | Adam + hacivat-bot |
| Advisor Command Center | Adam + hacivat-bot |
| FX Puller Stability Fixes | Selçuk |
| Contributor | Backend | Frontend | Total |
|---|---|---|---|
| adamdilek | ~14 | ~16 | ~30 |
| ilhanozkan | ~3 | ~7 | ~10 |
| hacivat-bot (AI) | ~5 | ~5 | ~10 |
| tiknaosman | ~6 | ~3 | ~9 |
| john-at-treasurypath | ~2 | ~7 | ~9 |
| hakan-treasurypath | ~3 | ~1 | ~4 |
| selcukzldas | ~4 | ~0 | ~4 |
Counts are approximate. Bot/dependabot PRs excluded.
- Counterparty Identification Engine — Osman
- AI Chat Bill Management & OCR — John
- FP&A Tri-Scenario Analysis Tool — John
- Payment Batch API — Hakan
- FX Rate Override Scenario Rule — İlhan
- MA Cash Flow Entity/Bank Account Defaults — İlhan
- Balance Freshness Timestamp — Adam
- Cash Flow Performance Refactor — Adam
- Annotation → cash_category_id Migration — Adam
- E2E Testing Infrastructure — John + Osman
- BoiFxPuller Fix — Selçuk
Based on GitHub PR data as of February 28, 2026.