What's New

What's New

PRAG Eligibility Details on Reference Page

The PRAG badge on each reference detail page now shows detailed eligibility criteria:

· Green check when all criteria are met (≥€3.2M, ≤5 years, description present)

· Red crosses listing exactly which criteria are missing, so you know what to fix

Export PRAG-Ready References from Dashboard

The PRAG-Eligible Portfolio section on the dashboard now has an **Export Word** button that generates a Word document containing all PRAG-eligible references in EU PRAG 2025 format — ready for bid annexes.

What's New

NIC Focus Everywhere — Complete

Every data view in MatchBox now defaults to showing NIC portfolio data from the last 5 years:

· **Countries page** — shows NIC reference counts by country (last 5 years)

· **Sectors page** — market area and category breakdowns filtered to NIC

· **World Map** — geographic coverage reflects NIC portfolio only

· **References count** — a teal "NIC · 5yr" badge shows when filters are active

All APIs (stats, countries, sectors, coverage) now support `?nicFocus=true&maxAge=5` query parameters for consistent filtering throughout the application.

What's New

NIC Focus Everywhere

The NIC filter and 5-year recency now extend to all major views:

· **Coverage Matrix** — defaults to NIC sectors × countries for the last 5 years, with a teal NIC toggle in the header

· **Analytics** — dashboard charts now reflect NIC portfolio stats from the last 5 years

· **Bid Matching** — candidate references prioritize NIC market areas by default when scoring against a ToR

· **AI Search** — all AI-powered features now understand NIC's sector focus and recency requirements

These changes ensure a consistent, NIC-first experience across every MatchBox page.

What's New

Stale Reference Dimming

References older than 5 years now appear at 50% opacity in the references table, making it immediately obvious which references are fresh and bid-eligible versus aging out.

AI Prompts NIC-Aware

All AI features (description generation, bid matching, portfolio analysis, search, etc.) now include NIRAS International Consulting context — understanding NIC's key sectors and the importance of recent references for PRAG eligibility.

What's New

NIRAS International Consulting Focus

MatchBox now defaults to showing NIC-relevant references across all views:

· **NIC toggle** on the references page — filters to international development market areas (Development Consulting, Agriculture, Governance, Water, Energy, MEL & Peace, etc.)

· **5-year recency default** — references page now defaults to showing projects from the last 5 years, matching PRAG eligibility windows

· **Dashboard NIC stats** — KPIs, top countries, and sector breakdowns now reflect the NIC portfolio over the last 5 years

· Both filters can be toggled off to see the full NIRAS database

These defaults ensure bid teams see the most relevant, recent NIC references first while still having access to the complete reference library.

Welcome to MatchBox

NIRAS Reference Platform

MatchBox is the new name for your reference management platform, purpose-built for NIRAS International Consulting.

### What changed

· **New name & branding** — MatchBox replaces the previous working title across the entire application

· **Login page** — Updated with MatchBox identity

· **Sidebar, dashboard, help, print views** — All reflect the new name

### What's next

· NIC-first default filters — references from NIRAS International Consulting divisions shown by default

· 5-year recency focus — recent references prioritized across views and search

· AI prompts tuned for NIC portfolio context

This is a branding-only release — no data or functionality changes.

What's New

Workspace Clone Preserves Notes

Cloning a workspace now copies workspace reference notes and match scores from the source workspace, preserving all context.

What's New

Print View Now Includes Notes & Readiness

The workspace print/PDF view has been enhanced with three new sections:

· **Bid Strategy Notes**: Workspace notes are displayed prominently below the header in an amber callout

· **Readiness Summary**: A one-line readiness check (refs count, descriptions, PRAG eligibility) prints at the top of the reference list

· **Per-Reference Notes**: Workspace reference notes (added in v2.62.0) now appear below each reference's description in an amber callout

These additions make the printed workspace a more complete bid preparation document.

What's New

Bid Readiness Checklist

A new readiness panel appears at the top of every workspace with references, showing a percentage score and five pass/fail checks:

· **At least 3 references** — enough for a competitive bid

· **All descriptions present** — every ref has ≥50 chars of description

· **PRAG-eligible reference** — at least one ref meets EU PRAG 2025 criteria (≥€3.2M, ≤5 years old, with description)

· **Pipeline-ready** — all refs are READY or REVIEWED status

· **Strategy notes** — workspace has notes documenting the bid approach

The panel turns green when all checks pass, and shows amber indicators with specific guidance for any failing items.

What's New

Per-Reference Notes in Workspaces

You can now add private notes to individual references within a bid workspace — perfect for capturing why a reference was selected, how it relates to the ToR, or what adjustments are needed before submission.

· Click the **speech bubble icon** next to any reference in a workspace to add or edit a note

· Notes appear inline below the reference in amber, making them easy to spot

· Click a note directly to edit it; save or cancel with one click

· Notes are per-workspace — the same reference can have different notes in different workspaces

What's New

**"Summary" copy button** on the reference detail page generates a structured text summary ready for pasting in emails, Slack, or bid documents.

· Appears in the header action bar (next to the link copy button)

· Formats: title, client, country/sector, period, contract value, NIRAS role, and first 300 chars of description

· Output is Markdown-compatible (**bold** titles) for easy formatting in communication tools

What's New

**Status badge on workspace cards is now a dropdown** — change workspace status without navigating into the workspace.

· Click the status badge (DRAFT/ACTIVE/SUBMITTED/WON/LOST) on any workspace card in grid view

· A dropdown appears with all other status options

· One click updates the status immediately via PATCH

· Works from the workspace list without losing your place

What's New

**PRAG Portfolio widget** on the dashboard gives instant visibility into EU-eligible references.

· New `/api/stats/prag-eligible` endpoint queries references with contract ≥ €3.2M, age ≥ 5 years, description ≥ 50 chars

· Dashboard widget shows: total eligible count, total portfolio value, top countries, top sectors

· Top 8 eligible references shown as cards with country, sector, and value

· Quick link to filtered reference list showing all PRAG-eligible references

What's New

**PRAG Eligibility Badge** now appears on every reference, making it instant to see EU aid reference eligibility.

· New `PragBadge` component evaluates criteria: contract value ≥ €3.2M, project age ≥ 5 years, description ≥ 50 chars

· **PRAG ✓** (green): all criteria met

· **PRAG ~** (amber): borderline — one criterion missing

· **Not PRAG** (red): does not meet key criteria

· Badge visible in reference detail page header and as a new table column in the references list

· Hover tooltip shows which criteria are missing

What's New

**Similar References section** on the reference detail page discovers related references automatically.

· New API endpoint `/api/references/[id]/similar` finds references sharing the same market area or executing country

· Up to 6 similar references shown in a 2-column grid below "Bid Workspaces"

· Cards show title, country, market area, and contract value

· Quick link to filtered reference list for the same country/sector

What's New

**Most Used in Bids widget** on the dashboard now surfaces the top references across all bid workspaces.

· New API endpoint `/api/stats/hot-refs` queries WorkspaceReference groupBy to rank references by workspace frequency

· Dashboard shows up to 8 cards with rank number, title, country, market area, contract value, and bid count badge

· Cards link directly to the reference detail page

· Widget only appears when workspace data exists (graceful empty state)

What's New

Saved Filters — Now captures all filter state

· Previously saved filters only stored: source, value range, tags, pipeline status, date range

· Now also captures: PRAG age (4yr/5yr), min value presets, region, market area, division, language, completeness level

· Existing saved filters continue to work (new fields default to empty)

· Create a "PRAG East Africa 4yr" filter set and apply it instantly on any session

What's New

Value Presets — Quick PRAG threshold buttons

· Three new quick-filter buttons in the toolbar: **≥€0.5M**, **≥€1M**, **≥€3.2M**

· Click to instantly apply minimum contract value filter — click again to clear

· €3.2M is the standard PRAG threshold for most EU framework contracts

· Works alongside the existing 4yr/5yr age presets: combine both to find PRAG-eligible references in one click

· Toggle behavior: clicking the active preset removes the filter

What's New

Region Filter — Filter references by NIRAS geographic region

· New dropdown in the advanced filter panel: East Africa, West and Francophone Africa, Southern Africa, Middle East and North Africa, South and East Asia, Central Asia, East and Central Europe, West Europe, South and Central America, Pacific, Global

· Complements the existing country-level filter for broad geographic targeting

· 12,000+ references have region data in the database

· API support: `/api/references?region=East Africa` (partial match, case-insensitive)

What's New

Team Notes — Annotate references with bid context

· Open any reference → History tab → add a note for the team

· Notes are persistent and shared across the team

· Displayed in amber highlight, distinct from system audit events

· Use Ctrl+Enter to quickly save a note

· Useful for: marking why a reference was included/excluded from a bid, noting data quality concerns

· Stored as audit log entries — no separate data model required

What's New

Create Workspace from Selection — One-click bid shortlisting

· Select any number of references from the References page

· Click **Workspace → New workspace…** in the bulk action bar

· Name your workspace and hit Create — all selected references are added instantly

· Toast notification with "Open" button takes you straight to the new workspace

· Eliminates the multi-step process of: create workspace → search references → add one-by-one

· API support: POST `/api/workspaces` now accepts `referenceIds` array to bulk-add references at creation time

What's New

Division Filter — Filter references by NIRAS division

· New `division` URL parameter on the references page

· Division cards on the Divisions page are now clickable — click any card or row to jump straight to references filtered by that division

· Active division filter shown as a purple chip in the filter panel with one-click removal

· Filter indicator dot on the Filters button reflects active division filter

· API support: `/api/references?division=NIC1` for programmatic use

What's New

PRAG Age Filter — Filter references by completion date

· Two new quick-preset buttons on the references page: **4yr** and **5yr**

- Click "4yr" to instantly filter to references completed within the last 4 years (EU standard)

- Click "5yr" for the 5-year window (some donor frameworks use this)

- Toggle off by clicking the active button again

· Ongoing/active projects are always included in age-filtered results

· References with no end date (unspecified) also included

· New `maxAge` API parameter for programmatic filtering

Dashboard — Stale References KPI card

· Dashboard now shows a Stale References card (>5 years old but still in READY/DRAFT pipeline)

· Links directly to the READY references list for review

· Card only appears when stale references exist

What's New

Freshness Badges — Visual age indicators on all references

· Color-coded freshness badges appear on every reference in the list and detail views:

- 🔵 **Active** — ongoing project (no end date or future end date)

- 🟢 **Fresh** — completed within the last 3 years

- 🟡 **Ageing** — completed 3–5 years ago

- 🔴 **Stale** — completed more than 5 years ago

· Dot indicator in the references list (compact column, no label)

· Full badge with label in the reference detail page header

· Dashboard now shows a **Stale References** KPI card when there are READY/DRAFT references older than 5 years, linking directly to them

What's New

AI Search — DB-backed team-shared saved searches

· Saved searches are now stored in the database and shared across all team members

· "Save for team" button on search results saves the query for everyone to see

· Saved searches panel shows all team-saved queries with a "shared with team" indicator

· Individual saved searches can be deleted by any team member

· Search history remains personal (localStorage, per-browser)

· Clean separation: recent history (local) vs. team presets (shared DB)

What's New

EOI/ToR Document Upload — Bid Matching & Workspaces

· Upload .docx or .txt files directly in the Bid Matching page to extract Terms of Reference text

· Drag-and-drop zone in both the standalone Bid Matching page and inside every Workspace's Bid Match tab

· Text is automatically extracted from Word documents using server-side parsing

· Extracted text populates the ToR textarea instantly, ready for AI matching

· Uploaded file name shown with option to clear and start over

· Supports .docx (Word), .txt, and .md files

What's New

Reference Print Card — Individual PRAG-formatted view

· New "Print Card" button on every reference detail page

· Opens a clean, print-ready PRAG 2025-formatted reference card in a new tab

· Shows all key fields in the standard EU PRAG table layout: title, country, client, dates, value, role, description, partners, tags

· "Print / Save PDF" button for direct browser printing or PDF generation

· Formatted with NIRAS green header and clean table layout matching the Word export style

· Useful for sharing individual references with colleagues, attaching to emails, or quick review

What's New

Quick Capture Modal — Faster Reference Creation

· The "New" button in the header now opens a quick capture modal instead of navigating to the full form

· Create a reference in seconds with just: title, country, client, and sector

· "Save" creates a RAW reference immediately and stays on the current page

· "Save & Open" creates the reference and navigates to the full edit form

· Keyboard shortcut: Ctrl+N (or Cmd+N on Mac) opens Quick Capture from anywhere

· Ideal for quickly logging projects that can be enriched later

What's New

AI Pipeline Assessment — Pipeline Review Page

· New "AI Assess Batch" button on the Pipeline Review page

· Claude reviews the current batch of 10 references and assesses each one for readiness

· Each reference gets: readiness score (0-100%), suggested action (advance/hold/flag), and reasoning

· Issues and strengths listed per reference to guide your review decisions

· AI assessment badges appear in the queue list (↑ advance, — hold, ! flag)

· AI assessment panel shown in the reference detail view with full explanation

· One-click "Accept advances" to bulk-promote all AI-recommended references

· Works for any pipeline stage — RAW→CLEANED, CLEANED→DRAFT, DRAFT→REVIEWED, REVIEWED→READY

What's New

AI Strategy Tab — Analytics Page

· New "AI Strategy" tab added to the Analytics page

· Claude analyses your full reference database and identifies 6-8 strategic portfolio gaps

· Gaps categorized by: sector coverage, geographic reach, donor diversification, project scale, and data quality

· Each gap shows: the area, priority level (high/medium/low), observation, and concrete recommendation

· High-priority gaps highlighted prominently — e.g. sectors with very few references, under-represented regions

· One-click re-analysis to refresh insights after data improvements

· Useful for business development planning and identifying where to invest in new references

What's New

AI Suggest Tags — Tags Page

· New "AI Suggest Tags" button on the Tags management page

· Claude analyzes your reference database and recommends 10-15 new tags to improve discoverability

· Each suggestion includes a meaningful color and brief reasoning

· One-click "Add" button per suggestion, or "Add All Remaining" to bulk-add all at once

· Added tags are visually marked as done; suggestions can be regenerated for fresh ideas

· Covers thematic areas, donor types, NIRAS roles, project types, and geographic regions

What's New

AI Capability Statement Generator — Sectors Page

· Hover any market area in the Sectors page to reveal "AI Statement" button

· Click to generate a professional 200-280 word capability statement for that sector

· Claude analyzes all READY/REVIEWED references in the sector and writes persuasive bid-ready prose

· Statement highlights specific project titles, clients, roles, and geographic breadth

· Copy to clipboard for instant use in proposals and EOI cover letters

AI Country Portfolio Statement — Countries Page

· Same AI Statement button now available on every country in the Countries page

· Generates a country-focused capability statement highlighting NIRAS's experience in that geography

· Useful for country-specific opportunity documents and expression of interest letters

Sector Narrative API

· New `/api/ai/sector-narrative` endpoint

· Accepts: marketArea, country (or both for combined filter)

· Returns: narrative text, reference count, focus area description

What's New

AI Auto-Tag — Batch Classification in Cleanup Wizard

· New "AI: Auto-tag untagged references" task in the Cleanup Wizard (Classification category)

· Processes up to 10 untagged references per batch, applying AI-matched tags from your tag library

· Uses Claude to analyze each reference's title, description, sector, country, and role — then matches against existing tags

· Progress counter shows tagged count and total tags applied

· Run in batch mode to process all untagged references automatically

· Creates a richer, searchable reference library without manual tagging effort

Batch Tag API

· New `/api/ai/batch-tag` endpoint (GET: count eligible, POST: process batch)

· Returns: processed, succeeded, failed, totalTagsAdded for progress tracking

What's New

Workspace Gantt Timeline View

· New List / Timeline toggle in the workspace References tab

· Gantt chart shows all selected references as horizontal bars spanning their project duration

· Color-coded by pipeline status: green (READY), blue (REVIEWED), purple (DRAFT), amber (CLEANED), red (RAW)

· Hover any bar to see exact year range

· Coverage summary row shows total timeline span and reference count

· Instantly see temporal depth and gaps in your bid portfolio

Coverage Matrix → References Deep Link (Fixed)

· Clicking a cell in the Coverage Matrix now correctly filters references by both sector AND country

· Market Area filter chip appears in the references toolbar when filtering by sector

· Clear button removes the sector filter

· Supports direct URL sharing of filtered views

What's New

Portfolio Coverage Matrix — New Insights Page

· New "Coverage Matrix" page in the sidebar (under Insights)

· Interactive heatmap showing reference coverage by sector × country

· Color-coded cells: white (none), amber (1 ref), light green (2–3), green (4–7), dark green (8+)

· Toggle between "All References" and "READY Only" to see bid-ready coverage

· Hover to highlight entire rows/columns for easy scanning

· Click any cell to open the filtered reference list for that sector + country

· Summary KPIs: coverage %, ready coverage %, sectors and countries shown

· Column totals and row totals for quick summary reading

What's New

AI Extract Reference from Text — New Reference Form

· New "Extract from Text" button on the New Reference form

· Paste any text — project description, Terms of Reference, website content, annual report excerpt — and Claude extracts all available reference fields

· Automatically fills: project title, reference title, country, client, sector, NIRAS role, dates, contract value, and generates a description

· Review and edit the populated fields before saving

· Dramatically speeds up data entry for new references from external sources

What's New

Bid Readiness Checklist in Workspace Activity Tab

· New "Bid Readiness Checklist" panel in every workspace's Activity tab

· 7 automated checks: EOI title, client, deadline, min. 5 references, all descriptions filled, 50%+ READY pipeline, workspace status

· Readiness score (0–100%) shown as a badge — green (80%+), amber (50–79%), red (<50%)

· Each failing check shows a specific actionable tip to guide improvements

· Updates automatically as references are added/promoted through the pipeline

· At a glance: know exactly what's left to do before bid submission

What's New

AI Bid Cover Narrative for Workspaces

· New "AI Bid Cover Narrative" section in the workspace Export tab

· Generates a 400–550 word, bid-ready proposal introduction showcasing NIRAS experience

· Claude weaves selected references into compelling prose: geographic diversity, sector depth, donor relationships, and NIRAS leadership roles

· Incorporates bid context (EOI title, target country, client) when set on the workspace

· Distinct from the Executive Summary — longer, more marketing-focused, ready to paste into a proposal section

· Copy to clipboard with one click

· Re-generate any time as references are updated

What's New

Activity Timeline — New Analytics Tab

· New "Timeline" tab in Analytics shows portfolio activity over time (2000–present)

· Area/bar chart: concurrent active projects per year + new projects started each year

· Stacked area chart: top 5 sectors' active project counts over time

· Sector portfolio breadth bar showing top 10 market areas

· KPI cards: peak activity year, recent additions (2018+), top sector

· Export timeline data to CSV via the Export button

What's New

AI Reference Card Generator

· New "AI Write Card" button on the reference detail Preview tab

· Claude AI writes a complete, bid-ready reference card with professional prose

· Card includes: title, country, client, period, contract value, NIRAS role, sector, project description (200–280 words), and key services provided

· Formatted for EU/PRAG 2025 bid submissions — ready to copy and paste into proposals

· Copy to clipboard with one click

· Generated cards appear inline below the EU PRAG table for easy comparison

What's New

PDF Print Preview for Workspaces

· New "Print / Export as PDF" button in the workspace Export tab — previously "Coming Soon"

· Opens a clean, branded print preview page with all workspace references

· Shows reference number, title, country, client, sector, NIRAS role, period, value, and description

· NIRAS branded header with workspace name, EOI title, and bid details

· Use browser's Print dialog (Ctrl+P / Cmd+P) and select "Save as PDF" for PDF output

· Optimized print CSS: hides navigation, preserves page breaks between references

**AI Portfolio Analysis** (from v2.27.0)

· New AI panel on workspace References tab to analyze your bid portfolio

· Readiness score, strengths, gaps, quality issues, and recommendations

What's New

AI Portfolio Analysis for Bid Workspaces

· New "AI Portfolio Analysis" panel on the workspace References tab

· Click "Analyze" to get instant AI insights on your reference portfolio

· Analysis includes: readiness score (0–100%), strengths, gaps, recommendations, and quality issues

· Color-coded readiness badge: green (75%+), amber (50–74%), red (<50%)

· Identifies references missing descriptions or not yet in READY status

· Suggests what types of additional references would strengthen the bid portfolio

· Re-analyze any time as you add or remove references

What's New

AI Description Generation — New Reference Form

· New "AI Suggest" button on the New Reference form in the Description section

· Fill in project title, country, sector, client and NIRAS role, then click "AI Suggest"

· Claude generates a professional 2–3 paragraph bid-quality description instantly

· Review and edit before saving — AI gives you a strong starting point

AI Description Generation — Reference Detail Page

· When editing a reference with no description, an "AI Generate Description" button now appears

· Generates a draft from existing reference metadata (title, country, sector, role)

· Seamlessly populates the description editor for review

· Consistent with the rewrite workflow already available for existing descriptions

What's New

One-Click Workspace Cloning

· Clone any workspace with all its references and metadata in one click

· Clone button available on the workspace detail page header

· Clone icon appears on hover on each workspace card in the grid view

· Cloned workspace gets "(Copy)" appended to the name and resets to DRAFT status

· Instantly navigate to the cloned workspace after creation

· Perfect for reusing a strong reference shortlist for similar bids

What's New

AI Auto-Tagging on Reference Detail Page

· New "AI Suggest" button in the Tags & Classification panel on reference detail pages

· Claude AI analyzes the reference content (title, description, country, sector, role) and suggests relevant tags

· Suggestions include existing tags from the system AND new tags to create

· Click any suggestion to instantly apply it (existing tags) or create-and-apply (new tags)

· Dramatically speeds up the tagging workflow for large reference libraries

What's New

Workspace Kanban Board

· New Kanban view on the Workspaces page — toggle between Grid and Kanban with the view switcher

· Workspaces are grouped by status: DRAFT → ACTIVE → SUBMITTED → WON → LOST

· Each column shows cards with name, bid title, reference count, and deadline urgency

· Urgency badges highlight deadlines: ≤7d orange, overdue red

· Perfect for bid managers to see their pipeline at a glance

What's New

AI Executive Summary for Workspaces

· New "AI Executive Summary" panel in the Workspace Export tab

· Click "Generate" to create a professional 3-4 paragraph bid narrative based on your selected references

· AI draws on project titles, countries, clients, sectors, roles, and descriptions

· One-click Copy to paste into your proposal document

Top Market Areas Dashboard Widget

· Dashboard now shows a "Top Market Areas" panel with bar charts for the top 12 sectors

· Click any sector to browse references in that area

· Completes the dashboard's portfolio overview picture

What's New

Inline Pipeline Advancement — Reference Detail Page

· Pipeline status badge in the reference header now shows a dashed "→ NEXT STAGE" button

· Click to instantly advance the reference to the next pipeline stage (RAW→CLEANED→DRAFT→REVIEWED→READY) without leaving the page

· Disabled with spinner feedback while the update is in progress

Inline Pipeline Advancement — References Table

· Expanded row in the references table now shows an "→ NEXT STAGE" action button

· Advance individual references directly from the list without opening the detail page

What's New

Cleanup Wizard: Run Until Done

· AI enrichment tasks (Generate Descriptions, Extract Metadata) now have a "Run until done" button that continuously processes batches without clicking repeatedly

· Real-time progress bar shows records processed vs. total

· "Stop" button halts the batch at any time

· Single-batch "Run one batch" button still available for manual control

· Result shows total records processed when complete

What's New

Quick Word Export from References Table

· Expanded row now has a "Word" button for single-reference export without navigating away

· One-click from the list view to a downloadable EU PRAG 2025 Word card

Quality Scores on Import

· References now receive computed quality/completeness scores at import time

· No more need to run a manual rescore after importing

Quality Filter Fix

· Completeness filter in References table correctly uses qualityScore as data source

What's New

Workspace Status Dropdown

· Workspace status (DRAFT / ACTIVE / SUBMITTED / WON / LOST) is now editable inline in the workspace detail header

· Click the status badge to change it — no need to navigate away

· Status changes are saved instantly with a confirmation toast

· Color-coded: green (ACTIVE), blue (SUBMITTED), emerald (WON), red (LOST)

Bug Fix

Completeness Score Population

· Fixed: completenessScore column was never being populated, causing the Analytics Data Quality tab to show no data

· Admin "Re-score all references" now updates both qualityScore AND completenessScore in the same pass

· Quality stats API now falls back to qualityScore where completenessScore is null for backwards compatibility

· Run Admin → Re-score to fully populate completeness scores for all existing references

What's New

Upcoming Deadlines Widget (Dashboard)

· New "Upcoming Deadlines" panel on the dashboard shows active workspaces with deadlines in the next 30 days

· Color-coded urgency: red (≤7 days), amber (≤14 days), blue (≤30 days)

· Shows days remaining, EOI title, client, and country at a glance

· One-click navigation to the workspace for immediate action

· Automatically hides when there are no upcoming deadlines

What's New

Recently Viewed Panel (Dashboard)

· New "Recently Viewed" panel on the dashboard shows up to 6 references you opened recently

· Each card shows the reference title, executing country, and how long ago you viewed it

· Automatically populated from your browser history (localStorage) — no server required

· Quick one-click navigation back to any recently visited reference

Bulk Add to Workspace (References)

· New "Workspace" button in the bulk action bar when references are selected

· Select any number of references and add them all to a workspace in one click

· Workspace list loads on demand with instant feedback via toast notifications

What's New

Analytics: Data Quality Tab

· New "Data Quality" tab in Analytics showing completeness score distribution

· Histogram of reference counts across completeness score buckets (0-9%, 10-19%, etc.)

· Color-coded: green (80%+), amber (40-79%), red (<40%)

· Average completeness score by pipeline stage — see quality gaps in RAW vs READY

· KPI cards for high/medium/low quality reference counts

· Exportable via CSV like other analytics tabs

What's New

Column Visibility Toggle

· New "Cols" button in the References table toolbar to show/hide columns

· Preferences are saved to localStorage and restored on next visit

· Hide columns you don't need (e.g. language, source) to focus on what matters

Date Range Presets

· New preset dropdown next to date filters: "Last 5 years", "Last 10 years", "Since 2020", "2015–2020"

· One click to filter to a common time window without manually entering dates

· Still supports manual date entry for custom ranges

What's New

Clickable Data Gaps on Dashboard

· Each field in the Data Gaps panel now links directly to the relevant Cleanup Wizard task

· Click "Description missing" → opens the Cleanup Wizard pre-selected on the description quality task

· Cleanup Wizard now reads URL params (?task=...) and auto-selects the matching task

Analytics CSV Export

· The Export button in Analytics now downloads a CSV file for the active tab

· Overview: KPI metrics + sources + languages; Geography: country counts; Finance: client values; Trends: year-by-year data

Pipeline Completeness Scores

· Each reference in the Pipeline Review queue now shows its completeness score badge

· Color-coded: green (80%+), amber (40–79%), red (<40%) — quickly spot low-quality records

· Updated AI model to Claude Sonnet 4.6 (claude-sonnet-4-6) for AI features

What's New

Completeness Score Filter

· New "Completeness" dropdown in the References filter panel: Low (<40%), Medium (41–79%), High (80%+)

· Instantly find references that need the most attention based on their data completeness

· Filter applies alongside all other filters and is included in CSV exports

What's New

Real Record Previews in Cleanup Wizard

· The Cleanup Wizard work area now shows actual database records instead of placeholder skeletons

· Each task (missing descriptions, missing country, missing client, etc.) shows up to 5 real affected references

· Each sample record shows title, country, client, and market area at a glance

· "Fix" link opens the reference detail page in a new tab for direct editing

· New /api/cleanup/samples endpoint powers the preview for 9 task categories

What's New

Language Filter on References Page

· New "Language" dropdown in the filter panel (English, French, Spanish, Danish, German, Portuguese, Norwegian, Swedish)

· Language filter works alongside all other filters and is included in CSV exports

· Language filter activates the Filters button indicator dot and save filter eligibility

What's New

Workspace Summary Stats

· New statistics strip on the Bid Workspaces page showing: Total Workspaces, Active Bids, References in Bids, and Submitted/Won count

· Instantly understand your pipeline without opening individual workspaces

Similar References Panel

· Reference detail pages now show a "Similar — [Country]" panel in the right sidebar

· Automatically finds and displays up to 4 references from the same country

· Colored pipeline stage dots so you can see at a glance what stage each similar reference is in

· Click any to jump to that reference

What's New

Data Gaps Panel on Dashboard

· New "Data Gaps" widget on the main dashboard showing field completeness across all 39,641 references

· Color-coded bars: red (>50% missing), amber (>20% missing), green (<20% missing)

· Shows the top 8 fields ordered by gap severity: Description, NIRAS Role, Executing Country, etc.

· Direct link to Cleanup Wizard for quick action

Coverage Summary in Cleanup Wizard

· The Cleanup Wizard sidebar now shows the top 5 missing fields with percentage bars

· Quickly see which data gaps need the most attention before starting a cleanup session

· Color-coded bars match the dashboard style (red/amber/green by severity)

What's New

Project Start Date Range Filter

· New "Project start" date range filter in the advanced filter panel

· Filter references by when the project started (from date to date)

· Works in combination with all other filters (source, value range, tags, pipeline status)

· Date range is included in Saved Filters and CSV exports

Enhanced Saved Filters

· Saved Filters now capture date range in addition to source, value, tags, status, and pinned

· Applying a saved filter restores all field values including date range

· "Save filter" button appears whenever any filter is active (including date range)

What's New

Share Link Button on Reference Detail

· New "Copy link" button (link icon) in the reference header copies the direct URL to clipboard

· Works for any reference — share it with a colleague via chat or email

· Shows a toast confirmation when copied

Version Badge on What's New (sidebar)

· A pulsing red dot appears on the "What's New" sidebar icon when a new version is available

· "NEW" pill shown in the expanded label

· Clears automatically when you visit the changelog page

Description Word Counter

· Live word count below the description textarea when editing

· Green when 150–250 words (ideal range), red when >300 words

· Guidance: "Aim for 150–250 words. Past tense. Focus on outcomes."

What's New

Version Badge on What's New

· A pulsing red dot appears on the "What's New" sidebar icon when there's an unread version

· Expanded sidebar shows a "NEW" pill badge alongside the label

· Badge clears automatically when you visit the /changelog page

· Version state persisted in localStorage — only shows on first visit after an update

Updated Keyboard Shortcuts Help

· Help page (/help) now shows the complete, up-to-date keyboard shortcuts

· Organized by section: References Page vs Reference Detail

· Includes: / to focus search, J/K to navigate rows, Esc to dismiss, ? for shortcut help

Description Editor Improvements

· Live word count shown below description textarea when editing

· Color-coded: green (150–250 words, ideal), neutral (other), red (>300 words)

· Guidance text: "Aim for 150–250 words. Past tense. Focus on outcomes."

Sort State Indicator

· When any table column is sorted, a "Sorted by X ↓" pill appears in the toolbar

· Click ✕ to instantly reset to default sort

What's New

Description Word Counter

· Live word count displayed below the description textarea when editing

· Green indicator when description is in the 150–250 word target range

· Red indicator when description exceeds 300 words

· Guidance text: "Aim for 150–250 words. Past tense. Focus on outcomes."

Sort State Indicator

· When the references table is sorted by a column, a pill shows "Sorted by [field] ↑/↓"

· Click the ✕ on the pill to instantly clear sorting and return to default order

· Prevents confusion when sorting persists across searches

CSV Export for Filtered Views

· CSV button in the main toolbar exports the full current filtered view (up to 5,000 records)

· Passes all active filters: search query, pipeline status, source, value range, pinned flag

· File named with today's date for easy filing

What's New

Internal Notes Panel

· New amber-highlighted "Internal Notes" panel in the reference detail sidebar

· Edit and save internal comments/flags for any reference (stored in additionalInfo field)

· Notes are visible at a glance without entering edit mode — ideal for review annotations

Bulk Pipeline Advance

· New "Advance" button in the bulk action bar (bottom bar when rows are selected)

· Moves each selected reference to the next pipeline stage (RAW→CLEANED→DRAFT→REVIEWED→READY)

· References already at READY are left unchanged

· Toast shows exactly how many were advanced

Completeness Score Overhaul

· Completeness panel now shows a weighted point breakdown (Title +15, Description +25, Country +10, etc.)

· Shows earned points vs. total (e.g., 65/95) plus a visual progress bar

· Strikethrough style on missing fields for quick visual scanning

· Progress bar replaces ring for clearer at-a-glance status

What's New

Completeness Score Breakdown Panel

· New "Completeness" panel in the reference detail sidebar shows exactly which fields contribute to the score

· Each field shown with a green dot (present) or strikethrough (missing) and its point value

· Fields scored: Title (+15), Description >50 chars (+25), Country (+10), Client (+10), Contract Value (+10), Start Date (+10), End Date (+5), NIRAS Role (+5), Market Area (+5)

· Live score bar that updates as you edit fields

· Total score shown as X/95 with a visual progress bar

What's New

CSV Export for Filtered Views

· New CSV button in the references toolbar exports the current filtered/searched view

· All filter params (search query, pipeline status, source, value range, pinned) are passed to the export

· Downloads up to 5,000 references with all key fields (title, country, client, market area, value, dates, status)

· Filename includes today's date for easy filing

Quick Edit Modal

· New "Quick Edit" button in the expanded reference row opens an inline edit modal

· Edit Reference Title, Country, Client, Market Area, NIRAS Role, Contract Value, Pipeline Status

· Saves via PATCH API with full audit log — no page navigation required

· List updates instantly after save without a full refresh

· Full edit page link renamed to "Full Edit" for clarity

Saved Filters

· Save any active filter combination (source, value range, tags, status, pinned) with a name

· Saved filters appear as pills below the toolbar for instant reapplication

· Hover to reveal delete button on each saved filter pill

· Filters persist via localStorage — survive page refreshes and new sessions

What's New

Activity Feed on Dashboard

· New "Recent Activity" widget shows the last 10 audit log events

· Each entry shows action type (Created, Updated, Deleted, Status Changed…) with color-coded icon

· Clickable reference names link directly to the reference detail page

· Time-ago timestamps (just now, 5m ago, 3h ago, 2d ago)

· Activity widget and Recently Updated table now share a responsive 2-column grid

Saved Filters

· Save any filter combination (source, value range, tags, pipeline status, pinned) with a custom name

· Saved filter pills appear below the toolbar for one-click reapplication

· Filters persist across sessions via localStorage

· Hover a saved filter pill and click ✕ to delete it

Keyboard Shortcuts

· Press / to instantly focus the search input

· Press J / ↓ to expand the next reference in the list

· Press K / ↑ to go back to the previous reference

· Press Esc to close the expanded row or any modal

· Press ? to toggle the keyboard shortcuts help modal

· Help modal also accessible via the ? button in the toolbar

What's New

PRAG Reference Card Preview Tab

· New "Preview" tab on every reference detail page

· Shows exact EU PRAG 2025 table format with NIRAS green headers

· "Export to Word" button in the preview header for one-click download

· Instantly see how a reference will look before sending to a bid team

Workspace Summary Stats

· 4-card stats row at top of workspace references: total refs, ready count, portfolio value, top countries

· Ready card turns green when all references are pipeline-ready

· Helps assess workspace quality at a glance before exporting

Workspace References Filter

· Search box in workspace references tab header

· Instantly filters by title, country, or client name

· Shows count of matching vs total references

Autocomplete in New Reference Form

· Country, Client, and Sector inputs now have browser autocomplete in both create and edit forms

· Suggestions loaded from database (top 100 countries, clients, 50 sectors)

What's New

Clients Page (/clients)

· Browse all clients/customers ranked by reference count and portfolio value

· Live search with debounced filtering

· Bar chart visualization of reference distribution

· Click any client to see their references in the filtered list

Countries Page (/countries)

· Full list of all executing countries with reference counts and portfolio values

· Search filter for quick lookup

· "View Map" link to the interactive world map

· Both pages accessible from sidebar under Insights

Compare View (References List)

· Select 2-4 references → "Compare" button appears in the action bar

· Side-by-side modal showing all key fields: title, country, client, value, dates, role, status

· Differences are highlighted (bold) to spot variations instantly

· Description previews included for each reference

· Links to open each reference in full

Export Pinned References (Dashboard)

· "Export Word" button in the Pinned References section header

· One-click export of all pinned references to EU PRAG 2025 Word format

· Perfect for quickly assembling a bid package from saved references

Autocomplete in Edit Form

· Country, Client, and Sector fields now have browser autocomplete suggestions

· Suggestions loaded from the database (top 100+ entries per field)

· Reduces typos and ensures consistent naming across records

What's New

Pinned References — Dashboard Widget

· Pinned references now appear in an amber-bordered section on the dashboard

· Shows up to 12 pinned references with country, market area, and value

· Direct links to each reference; "View all" link to filtered list

· Widget only appears when references are pinned

Pinned References — References List

· Amber pin icon shown next to titles of pinned references in the table

· "Pinned" toggle button in the toolbar — instantly filters to pinned-only view

· Pin/Unpin button in the expanded row (no need to open the full detail page)

· Toast feedback on pin/unpin action

Bulk Field Editor

· New "Field" button in the bulk action bar (multi-select references first)

· Set Country, Market Area, Client, NIRAS Role, or Category for multiple references at once

· Inline modal with text input; Enter to apply, Escape to cancel

· Powered by new /api/references/bulk setField action

Sectors Page (/sectors)

· New browsing page for Market Areas and Project Categories

· Bar chart visualization showing relative distribution

· Summary cards: total market areas, references, portfolio value

· Clickable rows link directly to filtered references list

· Accessible from sidebar under Insights

What's New

Tags Management

· Full tags management page with inline editing (name + color picker)

· 10 preset color swatches + hex color picker

· Per-tag reference count with filtered list links

· Tags accessible from sidebar navigation

· Delete tags with cascade cleanup

Tag Filtering in References List

· Tag filter dropdown in the advanced filters panel

· Clicking a tag from the tags page filters the list

· Direct ?tag=ID URL parameter support

Bulk Tagging & Word Export from References List

· New "Tag" button in bulk action bar — assign tags to multiple references

· New "Word" button — export selected as EU PRAG 2025 Word doc

Reference Detail — New Capabilities

· "Related" tab: up to 12 references from same country/sector with relevance scoring

· "Duplicate" button: create a copy (opens as MANUAL/RAW)

· "Export" button: single-click to EU PRAG 2025 Word format

Search — Recently Viewed

· Open search (⌘K) to see your 8 most recently viewed references

· Tracks views automatically

Workspaces List

· Deadline urgency indicators (orange/red for <14 days)

· Search, sort, and filter by status

Dashboard

· "This Week" KPI: references added in the last 7 days

What's New

Analytics — Trends Tab

· New Trends tab in Analytics with year-over-year project count chart

· Stacked bar by source (RefWeb vs CVPT) with READY pipeline as a line overlay

· Contract value by year in €M

· Summary cards: Peak Year, projects since 2015, total portfolio value in €B

Header — Notifications Panel

· Bell icon in header opens Recent Activity dropdown

· Shows last 20 audit log events with user, action, and reference link

· Relative time display (Xm ago, Xh ago)

· Links to /admin for full audit log view

· Closes on Escape or clicking outside

Header — Keyboard Shortcuts

· Press ? anywhere (outside inputs) to open shortcuts reference panel

· Keyboard icon in header for discoverability

· Full list: search, navigate results, save edit, select range

AI Search — History & Saved Searches

· Recent searches saved to localStorage (last 10)

· One-click re-run of any previous search

· Bookmark icon to save a search for permanent access

· "Save search" toggle button when results are showing

· Saved and recent searches shown on empty state

What's New

Duplicate Review Page (/duplicates)

· Side-by-side comparison of potential duplicate pairs

· Confidence score badge (% match) for each pair

· Field-by-field comparison with highlighted differences

· "Keep this" button on either side to merge and soft-delete the other

· "Not a duplicate" dismiss button

· Paginated queue with Pending / Merged / Dismissed tabs

· Linked from Cleanup Wizard after dedup scan

AI Batch Description Writer

· New cleanup task: "AI: Generate missing descriptions"

· Generates professional PRAG-style descriptions from available metadata

· Processes up to 10 references per batch (configurable)

· Creates a new version entry for each generated description

· Audit log entry for each batch-written record

Workspace — Drag-to-Reorder

· References in workspace now support HTML5 drag-to-reorder

· Visual drop indicator (green top border) shows where item will land

· Position is saved immediately via API after each drag operation

· Dragged item turns semi-transparent to show it's being moved

Reference Detail — Completeness Panel

· New sidebar card showing field completeness breakdown

· 8 key fields: title, description, country, client, start date, value, role, sector

· Green/grey dots per field with overall % ring

· Ring updates live as fields are filled during editing

Reference Detail — AI Rewrite Panel

· Rewritten text now shown inline (not just a banner)

· "Apply to description" button loads text into edit mode for review

· One-click workflow: AI rewrite → review → save

Health Check Endpoint

· New /api/health endpoint with DB response time and reference count

· Returns status, version, db latency, and total references

Sidebar Update

· Added Duplicates link under Data Quality group

What's New

Reference Detail — Inline Edit

· Edit all key fields directly: country, client, value, dates, sector, NIRAS role, keywords

· Pipeline status selector inline in edit mode

· Pipeline stage badge shown in reference header

Word Export — Rebuilt

· Switched to `docx` package — no longer depends on template file

· Generates EU PRAG 2025 formatted reference tables programmatically

· Proper table styling with NIRAS colors and Calibri font

Import Wizard — File Preview

· Shows first 5 rows of uploaded Excel/CSV before import

· Column headers and sample data in scrollable preview table

World Map — Full Coverage

· Map now shows all countries with project references (was top 10 only)

· Uses local world.json (no CDN dependency)

Analytics — All Countries

· Geography tab now uses full country dataset for charts

· Regional grouping covers all 39k references

Login Page

· /login — NIRAS-branded login page with SSO option (placeholder)

· Clean design with email/password fields and Google SSO button

Health Score Fix

· Header health pill now correctly reads `weightedScore` from API

· Score reflects pipeline quality: READY=100%, REVIEWED=80%, etc.

What's New

Workspaces — Full Reference Picker

· Add references to workspace directly via in-app search modal

· Real-time search across all 39k+ references

· Workspace shows ref count, total value, and deadline countdown

Export — Now Live

· Word (.docx) export using EU PRAG 2025 template

· CSV/Excel export with all fields for workspace and selected references

· JSON export for downstream processing

· Multi-format export from workspace Export tab

AI Bid Matching

· Real AI-powered matching via Claude proxy

· Extracts criteria from ToR (sectors, countries, donors, keywords)

· Scores and ranks references from database

· Shows extracted criteria summary with match explanations

· Requires Claude proxy on port 3001 or ANTHROPIC_API_KEY

Analytics — Finance & Clients

· Real value distribution chart (live from database)

· Portfolio by source donut chart

· NIRAS role distribution breakdown

· Top 10 clients by portfolio value

· Market area portfolio breakdown

Import History

· Full import batch tracking with rollback

· Per-batch progress bar (imported / skipped / errors)

· One-click rollback removes all records from a batch

· Expandable report view for each import

Divisions Page

· Real org unit data from database

· Live reference counts by division field

What's New

New App Shell

· Icon rail sidebar (56px collapsed, 240px on hover) with full navigation

· Sticky header with global search, breadcrumbs, and quick actions

· Clean dashboard with KPI cards, pipeline funnel, and activity feed

References Table

· TanStack Table with server-side pagination (25/50/100)

· Inline row expand with description preview and tags

· Quick filter bar with pipeline status chips

· Multi-select with sticky action bar

· Table and Cards view toggle

Pipeline System

· 5-stage pipeline: Raw → Cleaned → Draft → Reviewed → Ready

· Status badges with colored dots

· Pipeline health score on dashboard

Cleanup Wizard

· 3-column layout: Scan Summary | Task Queue | Work Area

· Manual, Auto, and Sample run modes

· 11 automated cleanup checks across 5 categories

· Health score ring and progress tracking

Analytics

· Tabbed layout: Overview | Geography | Finance | Clients

· ECharts visualizations: funnel, donut, bar charts

· Top countries, sectors, language distribution

Visual System

· NIRAS brand colors (Life Green #36706B, Heritage Red #BA1223)

· Source badges: RefWeb, CVPT, Manual, Imported

· Completeness ring for data quality

· Skeleton loading states throughout