DALA-5780: Continuous Monitoring of companies in portfolio

Member users can now activate continuous monitoring for their portfolios. It is activated per portfolio using the new "EDIT MONITORING" button located on the right above the list of companies in the currently selected portfolio on the "MY PORTFOLIOS" page, see the following screenshot.

As a member user, clicking on this button opens a new window (modal) where a starting reporting period (year) and the monitored frameworks can be chosen. "SFDR" is for monitoring of the SFDR framework only, while "EU Taxonomy" is for monitoring of the frameworks "EU Taxonomy for Financial Companies", "EU Taxonomy for Non-Financial Companies" and "EU Taxonomy Nuclear and Gas".

Currently, the effect of activating monitoring for a portfolio is that for all companies in the portfolio, all of the chosen frameworks and all reporting periods from the chosen one until 2024, data requests will be automatically created as appropriate. You can change the settings of your active monitoring per portfolio and, in particular, turn the monitoring off again completely using the "EDIT MONITORING" button. Please note that data requests created from activating the monitoring at some point are not automatically withdrawn when doing so.

DALA-5533: Add companies to a portfolio from the company page

Users can now add a company to their portfolios directly from the company overview page. By clicking the new “+ Add to a portfolio” button, you can select one or multiple portfolios and confirm your selection.

DALA-5870: Remove some frameworks (API-impact)

The following four unused frameworks were removed from Dataland completely:

• WWF Pathways to Paris
• ESG Datenkatalog für Großunternehmen
• Heimathafen
• Additional Company Information

This streamlines the browsing experience on Dataland and helps us focus on the frameworks that actually matter to our customers. The following frameworks remain:

• SFDR
• EU Taxonomy for Financial Companies
• EU Taxonomy for Non-Financial Companies
• EU Taxonomy Nuclear and Gas
• LkSG
• VSME

This is an API-breaking change with more details on the API-impact given in the Noteworthy API Changes section.

DALA-5146: Improve Atom and Gas display

The display of Atom and Gas datasets has been improved as follows:

• Uploaded PDFs now appear at the top of the page.
• All activity table rows are now displayed; previously, empty rows were omitted.
• Fixed an issue where the % sign could wrap to the next line.

DALA-2496: CapEx and OpEx Aligned Activities wrongfully display Revenue in Headers

Aligned and non-aligned activity windows for EU Taxonomy non-financial data sets now correctly display "CapEx", "OpEx", and "Revenue" in their headings and column labels. Previously, all windows incorrectly showed "Revenue" in place of the appropriate terms.

DALA-5917: Unify NFRD Mandatory fields in Financials and Non-Financials

The EU Taxonomy Financials and EU Taxonomy Non-Financials frameworks now share a single datapoint indicating whether the NFRD is mandatory for a given company. Previously, each framework used separate datapoints for this information. The structure of the associated data

Noteworthy API changes in v95.0

API-breaking changes

DALA-5870

As mentioned above, this ticket changes the DataTypeEnum due to the removal of frameworks. This can lead to client errors even when none of the removed enum values are used. Moreover, please note that the framework-specific data controllers associated with the four removed frameworks have disappared completely.

Customers are kindly requested to regenerate their Dataland clients to ensure their API integration keeps working.

Non-breaking API changes

This sprint did not contain any non-breaking API changes of relevance to our customers.