From a225da27a2eae9d17be95f1b1348adde34ff0705 Mon Sep 17 00:00:00 2001 From: Jorge Rivera Date: Mon, 26 Oct 2026 16:19:36 +0100 Subject: [PATCH 1/8] docs(roadmap): add released Platform and AI tools entries Adds the first released entries to roadmap/platform.yaml (six) and roadmap/ai-tools.yaml (five), covering changes that reached production by the 25 October releases of apis, website and ai. --- roadmap/ai-tools.yaml | 48 +++++++++++++++++++++++++++++++++++++ roadmap/platform.yaml | 56 +++++++++++++++++++++++++++++++++++++++++++ 2 files changed, 104 insertions(+) diff --git a/roadmap/ai-tools.yaml b/roadmap/ai-tools.yaml index ce60397..f52a9ab 100644 --- a/roadmap/ai-tools.yaml +++ b/roadmap/ai-tools.yaml @@ -12,6 +12,54 @@ categories: label: Models and access entries: + - id: more-accurate-answers + title: More accurate answers + description: >- + Studio adds up years only when you ask it to, includes multilateral donors + in top-donor questions, returns sectors for by-sector questions, and + divides shares by the right total. A donor whose data stops early is left + out with a note, and the analysis continues. + categories: [analysis] + status: released + released_on: "2026-10-25" + + - id: clearer-plans-and-steps + title: Clearer plans and fewer false failures + description: >- + Plans and cards use consistent wording, chart titles take their period + from the data, and coverage notes name the series that fall short. A step + that succeeds on a retry says so. + categories: [analysis] + status: released + released_on: "2026-10-25" + + - id: clarifying-questions + title: Several clarifying questions at once + description: >- + When a question is ambiguous, Studio can ask up to three clarifying + questions in one pause and keeps your answers in the conversation. + categories: [analysis] + status: released + released_on: "2026-10-25" + + - id: new-analytical-operations + title: New analytical operations + description: >- + Studio can give one figure across every row, join tables whose key + columns have different names, and compute each donor's share of a pooled + total. + categories: [analysis] + status: released + released_on: "2026-10-25" + + - id: studio-daily-limits + title: Daily Studio limits + description: >- + Studio allows 5 prompts a day for guests and 75 for signed-in users. + categories: [models-access] + status: released + released_on: "2026-10-25" + - id: faster-reliable-answers title: Faster and more reliable answers description: >- diff --git a/roadmap/platform.yaml b/roadmap/platform.yaml index 90fb9f9..139d293 100644 --- a/roadmap/platform.yaml +++ b/roadmap/platform.yaml @@ -16,6 +16,62 @@ categories: label: Developer experience entries: + - id: search-states-assumptions + title: Search answers state their assumptions + description: >- + Each search answer lists the assumptions it made, and a partial answer + opens by saying how many parts of the question it answered. Search reads + relative dates such as "last five years" in English, Spanish and French. + categories: [data-exploration] + status: released + released_on: "2026-10-25" + + - id: published-group-totals + title: Published totals for donor groups + description: >- + Questions about all donors or all official donors use the total the source + publishes, where it has one. + categories: [data-exploration] + status: released + released_on: "2026-10-25" + + - id: guest-shared-snapshots + title: Shared snapshots open for guests + description: >- + Anyone with the link can open a shared Studio snapshot without signing in. + Live links now work for canvases with more than four data cards. + categories: [sharing-publishing] + status: released + released_on: "2026-10-25" + + - id: line-chart-isolated-points + title: Line charts show isolated values + description: >- + A value with no neighbour on either side now appears as a point on line + charts, in Studio and in Claude Desktop and ChatGPT. + categories: [charts] + status: released + released_on: "2026-10-25" + + - id: api-reference-and-errors + title: OpenAPI reference and standard errors + description: >- + The API publishes its OpenAPI description at /openapi.json and explains + each refusal code at /codes/{code}. Every error is a problem+json + document. Dataset downloads serve any stored version in any format, report + how long versions are kept, and page through version history. + categories: [developer-experience] + status: released + released_on: "2026-10-25" + + - id: open-source-repositories + title: Open-source code + description: >- + The platform's code repositories are public under the MIT licence. + categories: [developer-experience] + status: released + released_on: "2026-10-25" + - id: more-chart-types title: Scatter plots description: >- From 1d97af2871b6da92623a8ef604ee5e3b86a0912e Mon Sep 17 00:00:00 2001 From: Jorge Rivera Date: Tue, 27 Oct 2026 07:54:01 +0100 Subject: [PATCH 2/8] docs(roadmap): drop the date-language claim from search-states-assumptions --- roadmap/platform.yaml | 3 +-- 1 file changed, 1 insertion(+), 2 deletions(-) diff --git a/roadmap/platform.yaml b/roadmap/platform.yaml index 139d293..b32f3c3 100644 --- a/roadmap/platform.yaml +++ b/roadmap/platform.yaml @@ -20,8 +20,7 @@ entries: title: Search answers state their assumptions description: >- Each search answer lists the assumptions it made, and a partial answer - opens by saying how many parts of the question it answered. Search reads - relative dates such as "last five years" in English, Spanish and French. + opens by saying how many parts of the question it answered. categories: [data-exploration] status: released released_on: "2026-10-25" From 5b99472c7c5d288b9f932139feb3d751b607adda Mon Sep 17 00:00:00 2001 From: Jorge Rivera Date: Tue, 27 Oct 2026 07:56:12 +0100 Subject: [PATCH 3/8] docs(roadmap): date each released entry by its promotion to main --- roadmap/ai-tools.yaml | 6 +++--- roadmap/platform.yaml | 10 +++++----- 2 files changed, 8 insertions(+), 8 deletions(-) diff --git a/roadmap/ai-tools.yaml b/roadmap/ai-tools.yaml index f52a9ab..32c896f 100644 --- a/roadmap/ai-tools.yaml +++ b/roadmap/ai-tools.yaml @@ -40,7 +40,7 @@ entries: questions in one pause and keeps your answers in the conversation. categories: [analysis] status: released - released_on: "2026-10-25" + released_on: "2026-10-23" - id: new-analytical-operations title: New analytical operations @@ -50,7 +50,7 @@ entries: total. categories: [analysis] status: released - released_on: "2026-10-25" + released_on: "2026-10-24" - id: studio-daily-limits title: Daily Studio limits @@ -58,7 +58,7 @@ entries: Studio allows 5 prompts a day for guests and 75 for signed-in users. categories: [models-access] status: released - released_on: "2026-10-25" + released_on: "2026-10-23" - id: faster-reliable-answers title: Faster and more reliable answers diff --git a/roadmap/platform.yaml b/roadmap/platform.yaml index b32f3c3..a6b93f7 100644 --- a/roadmap/platform.yaml +++ b/roadmap/platform.yaml @@ -23,7 +23,7 @@ entries: opens by saying how many parts of the question it answered. categories: [data-exploration] status: released - released_on: "2026-10-25" + released_on: "2026-10-24" - id: published-group-totals title: Published totals for donor groups @@ -32,7 +32,7 @@ entries: publishes, where it has one. categories: [data-exploration] status: released - released_on: "2026-10-25" + released_on: "2026-10-24" - id: guest-shared-snapshots title: Shared snapshots open for guests @@ -41,7 +41,7 @@ entries: Live links now work for canvases with more than four data cards. categories: [sharing-publishing] status: released - released_on: "2026-10-25" + released_on: "2026-10-23" - id: line-chart-isolated-points title: Line charts show isolated values @@ -50,7 +50,7 @@ entries: charts, in Studio and in Claude Desktop and ChatGPT. categories: [charts] status: released - released_on: "2026-10-25" + released_on: "2026-10-23" - id: api-reference-and-errors title: OpenAPI reference and standard errors @@ -69,7 +69,7 @@ entries: The platform's code repositories are public under the MIT licence. categories: [developer-experience] status: released - released_on: "2026-10-25" + released_on: "2026-10-24" - id: more-chart-types title: Scatter plots From b56ec5e834d10c0e021880603da00738f970025a Mon Sep 17 00:00:00 2001 From: Jorge Rivera Date: Tue, 27 Oct 2026 10:19:21 +0100 Subject: [PATCH 4/8] docs(roadmap): add entries for the 27 October release --- roadmap/ai-tools.yaml | 23 +++++++++++++++++++++++ roadmap/platform.yaml | 31 +++++++++++++++++++++++++++++++ 2 files changed, 54 insertions(+) diff --git a/roadmap/ai-tools.yaml b/roadmap/ai-tools.yaml index 32c896f..11baefb 100644 --- a/roadmap/ai-tools.yaml +++ b/roadmap/ai-tools.yaml @@ -12,6 +12,29 @@ categories: label: Models and access entries: + - id: switch-answer-reading + title: Switch how an answer is counted + description: >- + Chips on Studio's plan card and answer offer the other readings of a + question, such as bilateral aid or aid including imputed multilateral + spending, and gross, net or grant-equivalent flows. One click returns + the new figure without a new search, and Studio seldom needs to ask + whether you mean gross or net. + categories: [analysis] + status: released + released_on: "2026-10-27" + + - id: shares-name-their-total + title: Shares name what they divide by + description: >- + Plans and share cards name the total a share divides by, such as the + total from official donors or from all donors, and list the donors in a + share of named donors. Plans state how many donors and indicators a + figure sums. + categories: [analysis] + status: released + released_on: "2026-10-27" + - id: more-accurate-answers title: More accurate answers description: >- diff --git a/roadmap/platform.yaml b/roadmap/platform.yaml index a6b93f7..80a1222 100644 --- a/roadmap/platform.yaml +++ b/roadmap/platform.yaml @@ -16,6 +16,37 @@ categories: label: Developer experience entries: + - id: answers-say-how-counted + title: Answers say how they were counted + description: >- + Every search answer ends with a "Counted as" line naming the sectors, + regions, providers and measure basis it used. Defaults follow OECD + conventions: donor totals are in grant equivalents from 2018 and net + flows before, and regions read as the OECD counts them. + categories: [data-exploration] + status: released + released_on: "2026-10-27" + + - id: similar-place-names + title: Places with similar names kept apart + description: >- + Search and Studio treat places with similar names, such as the Republic + of the Congo and the Democratic Republic of the Congo, as separate + choices and ask which one you mean. + categories: [data-exploration] + status: released + released_on: "2026-10-27" + + - id: gallery-search-indexing + title: Gallery searches easier to find + description: >- + Gallery search pages carry their title, description and data sources + when the page first loads, and the site publishes a sitemap for search + engines. + categories: [website] + status: released + released_on: "2026-10-27" + - id: search-states-assumptions title: Search answers state their assumptions description: >- From d8c79760b3ff7814973c9d66fca53176a326e9da Mon Sep 17 00:00:00 2001 From: Jorge Rivera Date: Tue, 27 Oct 2026 10:23:17 +0100 Subject: [PATCH 5/8] docs(roadmap): describe released entries by what users see --- roadmap/ai-tools.yaml | 22 +++++++++++----------- roadmap/platform.yaml | 41 ++++++++++++++++++++--------------------- 2 files changed, 31 insertions(+), 32 deletions(-) diff --git a/roadmap/ai-tools.yaml b/roadmap/ai-tools.yaml index 11baefb..ea13764 100644 --- a/roadmap/ai-tools.yaml +++ b/roadmap/ai-tools.yaml @@ -15,21 +15,21 @@ entries: - id: switch-answer-reading title: Switch how an answer is counted description: >- - Chips on Studio's plan card and answer offer the other readings of a + Chips on Studio's plan card and answer switch between readings of a question, such as bilateral aid or aid including imputed multilateral - spending, and gross, net or grant-equivalent flows. One click returns - the new figure without a new search, and Studio seldom needs to ask - whether you mean gross or net. + spending, and gross, net or grant-equivalent flows. One click + recalculates the figure without a new search, and Studio seldom needs + to ask whether you mean gross or net. categories: [analysis] status: released released_on: "2026-10-27" - - id: shares-name-their-total - title: Shares name what they divide by + - id: share-denominators-shown + title: Denominators shown on share cards description: >- - Plans and share cards name the total a share divides by, such as the + Plans and share cards show the total a share is divided by, such as the total from official donors or from all donors, and list the donors in a - share of named donors. Plans state how many donors and indicators a + share of named donors. Plans show how many donors and indicators a figure sums. categories: [analysis] status: released @@ -49,9 +49,9 @@ entries: - id: clearer-plans-and-steps title: Clearer plans and fewer false failures description: >- - Plans and cards use consistent wording, chart titles take their period - from the data, and coverage notes name the series that fall short. A step - that succeeds on a retry says so. + Plans and cards use consistent wording, chart titles use the period in + the data, and coverage notes list the series that fall short. A step + that succeeds on retry is marked as a success. categories: [analysis] status: released released_on: "2026-10-25" diff --git a/roadmap/platform.yaml b/roadmap/platform.yaml index 80a1222..adaeb28 100644 --- a/roadmap/platform.yaml +++ b/roadmap/platform.yaml @@ -16,13 +16,13 @@ categories: label: Developer experience entries: - - id: answers-say-how-counted - title: Answers say how they were counted + - id: counting-method-shown + title: Counting method shown with each answer description: >- - Every search answer ends with a "Counted as" line naming the sectors, - regions, providers and measure basis it used. Defaults follow OECD - conventions: donor totals are in grant equivalents from 2018 and net - flows before, and regions read as the OECD counts them. + Each search answer ends with a "Counted as" line listing the sectors, + regions, providers and measure basis used. Defaults follow OECD + conventions, with donor totals in grant equivalents from 2018 and net + flows before, and regions as the OECD defines them. categories: [data-exploration] status: released released_on: "2026-10-27" @@ -40,18 +40,17 @@ entries: - id: gallery-search-indexing title: Gallery searches easier to find description: >- - Gallery search pages carry their title, description and data sources - when the page first loads, and the site publishes a sitemap for search - engines. + Gallery search pages include their title, description and data sources + on first load, and the site has a sitemap for search engines. categories: [website] status: released released_on: "2026-10-27" - - id: search-states-assumptions - title: Search answers state their assumptions + - id: search-assumptions-shown + title: Assumptions shown with search answers description: >- - Each search answer lists the assumptions it made, and a partial answer - opens by saying how many parts of the question it answered. + Search shows the assumptions behind each answer and, for a partial + answer, how many parts of the question were answered. categories: [data-exploration] status: released released_on: "2026-10-24" @@ -59,14 +58,14 @@ entries: - id: published-group-totals title: Published totals for donor groups description: >- - Questions about all donors or all official donors use the total the source - publishes, where it has one. + For questions about all donors or all official donors, Search uses the + total the source publishes, where there is one. categories: [data-exploration] status: released released_on: "2026-10-24" - id: guest-shared-snapshots - title: Shared snapshots open for guests + title: Guest access to shared snapshots description: >- Anyone with the link can open a shared Studio snapshot without signing in. Live links now work for canvases with more than four data cards. @@ -75,7 +74,7 @@ entries: released_on: "2026-10-23" - id: line-chart-isolated-points - title: Line charts show isolated values + title: Isolated values plotted on line charts description: >- A value with no neighbour on either side now appears as a point on line charts, in Studio and in Claude Desktop and ChatGPT. @@ -86,10 +85,10 @@ entries: - id: api-reference-and-errors title: OpenAPI reference and standard errors description: >- - The API publishes its OpenAPI description at /openapi.json and explains - each refusal code at /codes/{code}. Every error is a problem+json - document. Dataset downloads serve any stored version in any format, report - how long versions are kept, and page through version history. + The OpenAPI description is at /openapi.json, and each refusal code is + documented at /codes/{code}. Every error is a problem+json document. + Dataset downloads cover any stored version in any format, with retention + periods and paged version history. categories: [developer-experience] status: released released_on: "2026-10-25" From 6808346703681fc6591b03d85a426ab6f701f17b Mon Sep 17 00:00:00 2001 From: Jorge Rivera Date: Fri, 6 Nov 2026 11:50:04 +0100 Subject: [PATCH 6/8] docs(roadmap): match released entries to production on 6 November --- roadmap/ai-tools.yaml | 66 ++++++++++++++++++------- roadmap/platform.yaml | 110 +++++++++++++++++++++++++++++------------- 2 files changed, 124 insertions(+), 52 deletions(-) diff --git a/roadmap/ai-tools.yaml b/roadmap/ai-tools.yaml index ea13764..69728b4 100644 --- a/roadmap/ai-tools.yaml +++ b/roadmap/ai-tools.yaml @@ -12,28 +12,58 @@ categories: label: Models and access entries: + - id: charts-in-claude-web + title: DFO charts in claude.ai on the web + description: >- + Charts, tables and cards from the DFO connector draw in claude.ai on the + web, including after a reload. The token that allows editing a chart stays + out of replies. + categories: [models-access] + status: released + released_on: "2026-11-03" + + - id: smaller-mcp-toolset + title: A smaller set of MCP tools + description: >- + The public MCP server lists 16 tools and uses a third less of an assistant's + context. Sums and quotients are part of compare and share_of, and + export_data saves a frame to a file. + categories: [models-access] + status: released + released_on: "2026-11-03" + - id: switch-answer-reading title: Switch how an answer is counted description: >- - Chips on Studio's plan card and answer switch between readings of a - question, such as bilateral aid or aid including imputed multilateral - spending, and gross, net or grant-equivalent flows. One click - recalculates the figure without a new search, and Studio seldom needs - to ask whether you mean gross or net. + Chips under a Studio answer switch between readings of a question, such as + bilateral aid or aid including imputed multilateral spending, and gross, net + or grant-equivalent flows. One click recalculates the figure without a new + search. The plan card offers the same switches before a run, including how + Studio reads phrases such as "major donors". categories: [analysis] status: released - released_on: "2026-10-27" + released_on: "2026-10-30" - id: share-denominators-shown title: Denominators shown on share cards description: >- Plans and share cards show the total a share is divided by, such as the total from official donors or from all donors, and list the donors in a - share of named donors. Plans show how many donors and indicators a - figure sums. + share of named donors. Plans show how many donors and indicators a figure + sums. categories: [analysis] status: released - released_on: "2026-10-27" + released_on: "2026-10-30" + + - id: faster-plans-and-switches + title: Faster plans and switches + description: >- + Studio reuses search results between planning and switching, so a switch + takes about half as long, and it prepares the data while you review the + plan. + categories: [analysis] + status: released + released_on: "2026-10-30" - id: more-accurate-answers title: More accurate answers @@ -56,15 +86,6 @@ entries: status: released released_on: "2026-10-25" - - id: clarifying-questions - title: Several clarifying questions at once - description: >- - When a question is ambiguous, Studio can ask up to three clarifying - questions in one pause and keeps your answers in the conversation. - categories: [analysis] - status: released - released_on: "2026-10-23" - - id: new-analytical-operations title: New analytical operations description: >- @@ -75,6 +96,15 @@ entries: status: released released_on: "2026-10-24" + - id: clarifying-questions + title: Several clarifying questions at once + description: >- + When a question is ambiguous, Studio can ask up to three clarifying + questions in one pause and keeps your answers in the conversation. + categories: [analysis] + status: released + released_on: "2026-10-23" + - id: studio-daily-limits title: Daily Studio limits description: >- diff --git a/roadmap/platform.yaml b/roadmap/platform.yaml index adaeb28..b9b8bba 100644 --- a/roadmap/platform.yaml +++ b/roadmap/platform.yaml @@ -16,35 +16,88 @@ categories: label: Developer experience entries: + - id: search-more-phrasings + title: Wider range of search phrasings + description: >- + Search reads questions such as "German aid to Kenya", "Kenya's debt" and + commitments in constant prices, regions named as providers, currency names + such as the Malawian kwacha, and stated exclusions such as "excluding the + CRS". + categories: [data-exploration] + status: released + released_on: "2026-11-03" + + - id: gallery-search-indexing + title: Gallery searches easier to find + description: >- + Gallery search pages include their title, description and data sources on + first load, each page has its own title, and the site has a sitemap for + search engines. + categories: [website] + status: released + released_on: "2026-11-02" + + - id: studio-activity-and-credits + title: Activity tab and source credits in Studio + description: >- + The Activity tab lists each turn's question, plan and steps. Each card lists + its sources, More Info shows each series' publisher code, and a button + creates a public link to cite. + categories: [data-exploration, sharing-publishing] + status: released + released_on: "2026-11-01" + + - id: sortable-tables-chart-hovers + title: Sortable tables and focused chart hovers + description: >- + Tables can be sorted by column, and table cards fit their rows and columns. + Hovering over a chart shows only the series under the pointer, and several + cards from one answer collapse into one row in the chat. + categories: [charts] + status: released + released_on: "2026-11-01" + - id: counting-method-shown title: Counting method shown with each answer description: >- - Each search answer ends with a "Counted as" line listing the sectors, - regions, providers and measure basis used. Defaults follow OECD - conventions, with donor totals in grant equivalents from 2018 and net - flows before, and regions as the OECD defines them. + Each Studio answer ends with a "Counted as" line listing the sectors, + regions, providers and measure basis used. Defaults follow OECD conventions: + health covers CRS 120 and 130, donor totals include imputed multilateral + spending, and totals are in grant equivalents from 2018 and net flows + before. categories: [data-exploration] status: released - released_on: "2026-10-27" + released_on: "2026-10-30" - id: similar-place-names title: Places with similar names kept apart description: >- - Search and Studio treat places with similar names, such as the Republic - of the Congo and the Democratic Republic of the Congo, as separate - choices and ask which one you mean. + Search and Studio treat places with similar names, such as the Republic of + the Congo and the Democratic Republic of the Congo, as separate choices and + ask which one you mean. categories: [data-exploration] status: released - released_on: "2026-10-27" + released_on: "2026-10-30" - - id: gallery-search-indexing - title: Gallery searches easier to find + - id: faster-dataset-builds + title: Faster dataset builds description: >- - Gallery search pages include their title, description and data sources - on first load, and the site has a sitemap for search engines. - categories: [website] + Large datasets build about twice as fast, and repeat requests reuse built + data until the source changes. + categories: [data-exploration] status: released - released_on: "2026-10-27" + released_on: "2026-10-30" + + - id: api-reference-and-errors + title: OpenAPI reference and standard errors + description: >- + The OpenAPI description is at /openapi.json, and each refusal code is + documented at /codes/{code}. Every error is a problem+json document. + Dataset downloads cover any stored version in any format, with retention + periods and paged version history. + categories: [developer-experience] + status: released + released_on: "2026-10-25" - id: search-assumptions-shown title: Assumptions shown with search answers @@ -64,6 +117,14 @@ entries: status: released released_on: "2026-10-24" + - id: open-source-repositories + title: Open-source code + description: >- + The platform's code repositories are public under the MIT licence. + categories: [developer-experience] + status: released + released_on: "2026-10-24" + - id: guest-shared-snapshots title: Guest access to shared snapshots description: >- @@ -82,25 +143,6 @@ entries: status: released released_on: "2026-10-23" - - id: api-reference-and-errors - title: OpenAPI reference and standard errors - description: >- - The OpenAPI description is at /openapi.json, and each refusal code is - documented at /codes/{code}. Every error is a problem+json document. - Dataset downloads cover any stored version in any format, with retention - periods and paged version history. - categories: [developer-experience] - status: released - released_on: "2026-10-25" - - - id: open-source-repositories - title: Open-source code - description: >- - The platform's code repositories are public under the MIT licence. - categories: [developer-experience] - status: released - released_on: "2026-10-24" - - id: more-chart-types title: Scatter plots description: >- From a6d20b6c0fb7106c6df1a7416f53a66f704c1c04 Mon Sep 17 00:00:00 2001 From: Jorge Rivera Date: Fri, 6 Nov 2026 12:07:53 +0100 Subject: [PATCH 7/8] docs(roadmap): keep the released entries to changes large enough for the site --- roadmap/ai-tools.yaml | 70 +++++++------------------------------------ roadmap/platform.yaml | 68 ----------------------------------------- 2 files changed, 10 insertions(+), 128 deletions(-) diff --git a/roadmap/ai-tools.yaml b/roadmap/ai-tools.yaml index 69728b4..b05e09c 100644 --- a/roadmap/ai-tools.yaml +++ b/roadmap/ai-tools.yaml @@ -12,45 +12,16 @@ categories: label: Models and access entries: - - id: charts-in-claude-web - title: DFO charts in claude.ai on the web - description: >- - Charts, tables and cards from the DFO connector draw in claude.ai on the - web, including after a reload. The token that allows editing a chart stays - out of replies. - categories: [models-access] - status: released - released_on: "2026-11-03" - - - id: smaller-mcp-toolset - title: A smaller set of MCP tools - description: >- - The public MCP server lists 16 tools and uses a third less of an assistant's - context. Sums and quotients are part of compare and share_of, and - export_data saves a frame to a file. - categories: [models-access] - status: released - released_on: "2026-11-03" - - - id: switch-answer-reading - title: Switch how an answer is counted - description: >- - Chips under a Studio answer switch between readings of a question, such as - bilateral aid or aid including imputed multilateral spending, and gross, net - or grant-equivalent flows. One click recalculates the figure without a new - search. The plan card offers the same switches before a run, including how - Studio reads phrases such as "major donors". - categories: [analysis] - status: released - released_on: "2026-10-30" - - - id: share-denominators-shown - title: Denominators shown on share cards - description: >- - Plans and share cards show the total a share is divided by, such as the - total from official donors or from all donors, and list the donors in a - share of named donors. Plans show how many donors and indicators a figure - sums. + - id: switchable-plan-decisions + title: Clearer plans with switchable decisions + description: >- + Studio's plan card leads with the question, a short summary and the + decisions that shape the answer: how sectors and regions are counted, + whether multilateral spending is included, gross or net flows, and how + phrases such as "major donors" are read. Each decision can be switched in + one click, on the plan card before a run or from chips under the answer + afterwards, and the figure is recalculated without a new search. Plans use + consistent wording and list each decision once. categories: [analysis] status: released released_on: "2026-10-30" @@ -65,27 +36,6 @@ entries: status: released released_on: "2026-10-30" - - id: more-accurate-answers - title: More accurate answers - description: >- - Studio adds up years only when you ask it to, includes multilateral donors - in top-donor questions, returns sectors for by-sector questions, and - divides shares by the right total. A donor whose data stops early is left - out with a note, and the analysis continues. - categories: [analysis] - status: released - released_on: "2026-10-25" - - - id: clearer-plans-and-steps - title: Clearer plans and fewer false failures - description: >- - Plans and cards use consistent wording, chart titles use the period in - the data, and coverage notes list the series that fall short. A step - that succeeds on retry is marked as a success. - categories: [analysis] - status: released - released_on: "2026-10-25" - - id: new-analytical-operations title: New analytical operations description: >- diff --git a/roadmap/platform.yaml b/roadmap/platform.yaml index b9b8bba..a50bc0f 100644 --- a/roadmap/platform.yaml +++ b/roadmap/platform.yaml @@ -16,37 +16,6 @@ categories: label: Developer experience entries: - - id: search-more-phrasings - title: Wider range of search phrasings - description: >- - Search reads questions such as "German aid to Kenya", "Kenya's debt" and - commitments in constant prices, regions named as providers, currency names - such as the Malawian kwacha, and stated exclusions such as "excluding the - CRS". - categories: [data-exploration] - status: released - released_on: "2026-11-03" - - - id: gallery-search-indexing - title: Gallery searches easier to find - description: >- - Gallery search pages include their title, description and data sources on - first load, each page has its own title, and the site has a sitemap for - search engines. - categories: [website] - status: released - released_on: "2026-11-02" - - - id: studio-activity-and-credits - title: Activity tab and source credits in Studio - description: >- - The Activity tab lists each turn's question, plan and steps. Each card lists - its sources, More Info shows each series' publisher code, and a button - creates a public link to cite. - categories: [data-exploration, sharing-publishing] - status: released - released_on: "2026-11-01" - - id: sortable-tables-chart-hovers title: Sortable tables and focused chart hovers description: >- @@ -69,25 +38,6 @@ entries: status: released released_on: "2026-10-30" - - id: similar-place-names - title: Places with similar names kept apart - description: >- - Search and Studio treat places with similar names, such as the Republic of - the Congo and the Democratic Republic of the Congo, as separate choices and - ask which one you mean. - categories: [data-exploration] - status: released - released_on: "2026-10-30" - - - id: faster-dataset-builds - title: Faster dataset builds - description: >- - Large datasets build about twice as fast, and repeat requests reuse built - data until the source changes. - categories: [data-exploration] - status: released - released_on: "2026-10-30" - - id: api-reference-and-errors title: OpenAPI reference and standard errors description: >- @@ -108,15 +58,6 @@ entries: status: released released_on: "2026-10-24" - - id: published-group-totals - title: Published totals for donor groups - description: >- - For questions about all donors or all official donors, Search uses the - total the source publishes, where there is one. - categories: [data-exploration] - status: released - released_on: "2026-10-24" - - id: open-source-repositories title: Open-source code description: >- @@ -134,15 +75,6 @@ entries: status: released released_on: "2026-10-23" - - id: line-chart-isolated-points - title: Isolated values plotted on line charts - description: >- - A value with no neighbour on either side now appears as a point on line - charts, in Studio and in Claude Desktop and ChatGPT. - categories: [charts] - status: released - released_on: "2026-10-23" - - id: more-chart-types title: Scatter plots description: >- From e0cf642a41604b54251472fd8a6f9bc4041c1384 Mon Sep 17 00:00:00 2001 From: Jorge Rivera Date: Fri, 6 Nov 2026 12:11:25 +0100 Subject: [PATCH 8/8] docs(roadmap): fold counting defaults and planning speed into the plan decisions entry --- roadmap/ai-tools.yaml | 20 ++++++-------------- roadmap/platform.yaml | 12 ------------ 2 files changed, 6 insertions(+), 26 deletions(-) diff --git a/roadmap/ai-tools.yaml b/roadmap/ai-tools.yaml index b05e09c..0ffc5ba 100644 --- a/roadmap/ai-tools.yaml +++ b/roadmap/ai-tools.yaml @@ -18,20 +18,12 @@ entries: Studio's plan card leads with the question, a short summary and the decisions that shape the answer: how sectors and regions are counted, whether multilateral spending is included, gross or net flows, and how - phrases such as "major donors" are read. Each decision can be switched in - one click, on the plan card before a run or from chips under the answer - afterwards, and the figure is recalculated without a new search. Plans use - consistent wording and list each decision once. - categories: [analysis] - status: released - released_on: "2026-10-30" - - - id: faster-plans-and-switches - title: Faster plans and switches - description: >- - Studio reuses search results between planning and switching, so a switch - takes about half as long, and it prepares the data while you review the - plan. + phrases such as "major donors" are read. Defaults follow OECD counting + conventions, and each answer ends with a "Counted as" line. Each decision + can be switched in one click, on the plan card before a run or from chips + under the answer afterwards, and the figure is recalculated without a new + search. Plans list each decision once and take about half as long, and + Studio prepares the data while you review the plan. categories: [analysis] status: released released_on: "2026-10-30" diff --git a/roadmap/platform.yaml b/roadmap/platform.yaml index a50bc0f..c172233 100644 --- a/roadmap/platform.yaml +++ b/roadmap/platform.yaml @@ -26,18 +26,6 @@ entries: status: released released_on: "2026-11-01" - - id: counting-method-shown - title: Counting method shown with each answer - description: >- - Each Studio answer ends with a "Counted as" line listing the sectors, - regions, providers and measure basis used. Defaults follow OECD conventions: - health covers CRS 120 and 130, donor totals include imputed multilateral - spending, and totals are in grant equivalents from 2018 and net flows - before. - categories: [data-exploration] - status: released - released_on: "2026-10-30" - - id: api-reference-and-errors title: OpenAPI reference and standard errors description: >-