Changelog

2026-04-23

Clarified resource snapshot source and NPT handling

• Added snapshot_source to GET /api/snapshot/projects/resources and GET /api/snapshot/proposals/resources.
• snapshot_source is projects for project resource rows and proposals for proposal resource rows.
• Both endpoints use the same normalized row contract: one resource/time-period cell per JSON object.
• When combining project and proposal resource snapshots, filter or deduplicate non_project_work rows by work_type, resource_id, fiscal_year, and period_number to avoid double-counting NPT.

2026-04-22

Changed resource snapshot response shape

• Changed GET /api/snapshot/projects/resources and GET /api/snapshot/proposals/resources from wide rows with period-label columns to a normalized fact/cell response.
• Each JSON object now represents exactly one resource and one time period.
• Added stable period fields: period, period_name, period_number, fiscal_year, and estimate.
• estimate now contains the period cell value: project/proposal work for project_work rows and non-project time for non_project_work rows.
• Added work_type with project_work for project/proposal assignment allocation and non_project_work for non-project-time allocation.
• Removed period-label keys from the response shape.
• resource_department was replaced by resource_team. resource_team is included only when company resource team hierarchy is enabled.
• period_start_date and period_end_date are not included.
• The new stable-column format is intended for Excel pivot tables and Power BI.

2026-04-21

Added snapshot scores

• Added GET /api/snapshot/projects/scores and GET /api/snapshot/proposals/scores.
• Both endpoints return a flat score matrix for Excel, BI, and Gantt-style reporting.
• Each response row represents one project/proposal and one company scoring criterion.
• Missing or unselected criteria are still returned, with scoring_criterion_option_* fields set to null.
• Added project_type, score_category, criterion metadata, selected option metadata, and last_updated fields to the documented schema.
• GET /api/snapshot/projects/scores returns active project score rows.
• GET /api/snapshot/proposals/scores returns proposal score rows. Approved proposals that have already moved into active project stage belong to project data.

2026-04-20

Added proposal resources

• Added GET /proposals/resources to the public docs.
• Added a dedicated Proposals -> Resources section in the sidebar.

Sidebar updates

• Flattened GET-only sections so they appear directly under Projects or Proposals.
• Kept separate grouped sections only where multiple record endpoints exist, such as Project, Task, Proposal, and Status Report.

Proposal coverage

• Added proposal list, retrieve, create, update, timeline, milestones, and resources pages.
• Started aligning proposal examples and schema with the currently verified live API behavior.