Changelog

2026-02

• api_sales: added additional dimensions and measures:
  • contact_id - foreign key to the contact relation
  • progress_phase - current phase of the sales opportunity
  • status - status of the sale
  • start_date - start date of the sale
  • end_date - expected end/close date of the sale
  • potential_revenue - potential revenue amount
  • win_likelihood - probability percentage of winning the sale

2026-01

• api_time_registrations: added project_assignment_id to link time registrations to project assignments
• api_project_services: changed service_number source to use project_service_number_formatted for consistent formatting
• Removed deprecated dimensions without aliases from all API views (fields with key_ prefix are no longer exposed without alias)

2025-12

• api_relations: added is_active to indicate whether the relation is active
• api_project_services: added fixed pricing information
• Added custom field tables to expose custom field values per module:
  • api_relation_custom_fields
  • api_project_custom_fields
  • api_sale_custom_fields
  • api_employee_custom_fields
• Added field aliases to all API views for consistent naming conventions

2025-11

• Added budget tables for project services:
  • api_project_service_hour_budgets - hour budgets per service with budget_hours and budget_value
  • api_project_service_cost_budgets - cost budgets per service with budget_amount, budget_purchase_value, and budget_selling_value
• api_time_registrations: added last_updated_at for change tracking
• api_invoicelines: added last_updated_at for change tracking

2025-10

• Initial release of Insights API with the following tables:
  • Dimension tables:
    • api_administrations - company entities/business units
    • api_employees - employee data
    • api_teams - team data
    • api_teams_to_employees_bridge - team-employee relationships
    • api_relations - customers and contacts
    • api_projects - project data
    • api_project_services - project service data
    • api_project_assignments - project assignments
    • api_sales - sales/opportunities
    • api_invoices - invoice headers
    • api_invoicelines - invoice line items
    • api_item_types - hour types and cost types
    • api_revenuegroups - revenue group categories
    • api_workflows - workflow tasks
  • Fact tables:
    • api_time_registrations - individual time entries
    • api_employee_timesheet - daily timesheet aggregates
    • api_project_assignments_facts - assignment hours and values over time
    • api_project_service_date_facts - daily service financials
    • api_project_service_costs - cost registrations
    • api_project_service_aggregate_facts - aggregated service metrics
    • api_fte_facts - FTE data over time