PIM Policy Profiles AI
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PIM Policy Profiles AI · Public Investment Management

Release notes

New updates and improvements to the PIM Country Policy Profile Repository. Each release note documents what changed, what was added, and any fixes applied to the platform.

V0.0.9Latest
October 9, 2026

IMF PIMA: summary-only status, curated references and Excel export

The IMF PIMA columns now distinguish assessments that the IMF only refers to or summarises (grey star) from published and unpublished ones, cover PIMAs missing from the IMF portal through a curated reference list, and can be downloaded as an Excel workbook with a ReadMe sheet.

  • NewGrey star marker and 'Summary / reference only' status for assessments where the IMF publishes only a High-Level Summary Technical Assistance Report or mentions the PIMA in another publication (for example an Article IV staff report) without a full report
  • NewCurated IMF references (data/imf-pima-references.json) applied on every refresh: 24 High-Level Summary PIMA / C-PIMA reports from imf.org and the Lesotho PIMA referred to in the 2025 Article IV report, which has no page on the IMF PIMA portal; portal rows are matched by country, type and year, other references become rows of their own
  • New'Download Excel' next to the IMF PIMA filter on the Countries page: a workbook with a ReadMe sheet (definition and generation method of every variable), a Countries sheet (one row per country with the Y/N, year, status and link fields) and an Assessments sheet (one row per IMF mission)
  • ImprovedFull PIMA reports published on imf.org but missing from the IMF portal (for example the Kingdom of Lesotho Technical Assistance Report of 17 July 2026) are captured as 'tar' references: the country shows a solid green marker linking to the report PDF
  • ImprovedAPI /api/imf-pima adds pima1Status / pima2Status / cpimaStatus (published, summary, unpublished, unknown) and reference links; the export is at GET /api/imf-pima/export
V0.0.8
October 4, 2026

IMF PIMA status on the countries page

The countries table now shows whether the IMF has conducted a Public Investment Management Assessment (PIMA) in each country, whether it was repeated, in which years, and whether the reports were published — sourced from the IMF Infrastructure Governance portal and refreshed automatically every month.

  • NewTwo new columns on the Countries page: an IMF PIMA status cell (one marker per assessment, oldest first — solid green circle = PIMA report published, hollow circle = PIMA conducted but not published, blue diamond = Climate PIMA) and a PIMA years column whose years link to the IMF country page; markers link to the published report where one exists
  • New"IMF PIMA countries only" filter and a legend on the Countries page; the page header shows when the IMF data was last checked
  • NewIMF PIMA data stored in the repository (one row per PIMA, PIMA Update, Climate PIMA or follow-up mission with status, mission date, publication date and report links) and refreshed on the first of every month from infrastructuregovern.imf.org; signed-in users can trigger a refresh on demand
  • NewPublic API: GET /api/imf-pima (all countries) and GET /api/imf-pima?country=ZMB — fields IMF PIMA (Y/N), repeat (Y/N), first and repeat years, PIMA 1 / PIMA 2 published (Y/N) with report links, C-PIMA status and the full assessment list
V0.0.7
October 4, 2026

PIM Policy Changes module and deeper country profiles

A new module that reports what changed in a country's public investment management framework, broken down by the four policy-guidance tiers, either for the latest profile update or since a chosen date — released together with a round of comprehensive country profiles built with the agentic profile workflow.

  • NewPIM Policy Changes — pick a country and either review the latest profile update (records added, updated or archived, with the instruments issued or revised since the previous update) or set a date (for example 1 January 2025) to list every instrument issued, revised or superseded since then; results are grouped by Tier 1–4 with a summary paragraph, counts by change type and the profile's update history
  • NewChange reports can be downloaded as Markdown, Word or PDF, printed, and shared by link (the URL carries the country, mode and date); the module is available from the Coach hub, the home page and a "Policy changes" button on every country page
  • NewPublic API: GET /api/countries/{iso3}/changes?mode=latest|since&since=YYYY-MM-DD (JSON, or format=md for the Markdown report)
  • ImprovedComprehensive country profiles added or rebuilt since the previous release — Thailand with the Bangkok Metropolitan Administration (45 records), Cambodia (67), Laos (86), Zambia (125, rebuilt), Oman (93) and Norway (174) — each with superseded predecessors archived and linked to their successors, original-language documents with official or DeepL English reference copies, OCR of scanned originals and full indexing for the Coach; the repository now covers 50 countries with 1,414 records and 1,294 documents
  • ImprovedProfile build tooling: official web-only legal texts (e.g. Lovdata, qanoon.om, DFØ guides) are captured as searchable PDFs, long consolidated Acts are fetched part by part, and pre-import DeepL translation records provenance per document
V0.0.6
September 14, 2026

Record lifecycle status and machine-readable tagging

Records now carry a Latest/Archived lifecycle status with links to their successors, and a Machine Readable flag derived from the attached files, so superseded instruments stay in the repository without polluting AI briefs.

  • NewLatest / Archived lifecycle status on every record, with a superseded-by link (to the current record or an external page) and a curator note; archived records are shown with an "Archived → current version" badge on country pages
  • NewArchived records are excluded from AI briefings and from Ask-the-Coach retrieval, so generated analysis reflects the framework in force
  • NewMachine Readable (Y/N) tag with automatic text-layer detection of uploaded files; image-only records are flagged "Needs OCR" with their title in red
  • ImprovedImport tooling accepts Word templates and originals with non-Latin titles (Thai, Lao, Khmer, Arabic) and can defer indexing to a separate pass
  • FixedDocument text is sanitised (NUL and control characters removed) before indexing, which previously failed for some scanned originals
V0.0.5
August 11, 2026

AI Coach hub, global map and jurisdiction scopes

The AI features move into a single Coach hub with standard briefings and chat, records gain a jurisdiction dimension for sub-national and supranational instruments, and a global map shows coverage by policy language — alongside security and data-integrity hardening.

  • NewCoach hub at /coach — a menu of standard briefings (Country PIM Institutional Profile, Country PIM Transparency Assessment) next to the Ask-the-Coach question-and-answer chat
  • NewBriefings: jurisdiction scope (full profile, national only, or a single sub-national entity), user-selectable AI model, an archived copy of the latest brief for one-click download, Word/PDF export for all corpus scripts, and cross-lingual retrieval so original-language briefs draw on English documents too
  • NewJurisdiction dimension on records — national, sub-national or supranational with the issuing entity's name (for example City of Cape Town) — with country pages grouped by level and entity
  • NewGlobal map of countries with PIM policy data, coloured by the original language of their policies
  • ImprovedSecurity and integrity hardening: sign-in required for all data mutations and admin actions, rate limits on AI endpoints, automatic synchronisation of the vector index with repository changes, idempotent ingestion and a safe reindex
  • ImprovedNavigation leads with "Country Public Investments"; a local baseline-import workflow with fuzzy de-duplication supports bulk country loads
V0.0.4
June 28, 2026

Country Views, Batch Upload, Translation & Authentication

A large feature cycle: per-country policy views, a batch upload module with automatic translation, original-link health tracking, on-demand English translation, and authentication for the translation feature — alongside a round of performance and robustness hardening.

  • NewPer-country policy pages — click a country to see its records sorted by tier, with bulk ZIP download of English and/or original-language documents
  • NewRedesigned Country Overview dashboard: Total Policies, Records with Uploaded Documents, Records with a Working Link, Original Language Non-English (Y/N), and Records with English — with country names linking to each country page
  • NewBatch upload module — import many policy records at once from an Excel template, with automatic document fetching (including Google Drive / SharePoint links) and optional DeepL translation of non-English originals; includes a downloadable template + data dictionary, a per-batch audit log, and results CSV export
  • NewOn-demand English translation — for records with no English version, generate one via DeepL from the country page, with a confirmation dialog showing the estimated character count; the result is stored with the "_ENG" suffix
  • NewEnglish translation provenance — each English document is tagged by source: Official, DeepL, Google Translate, WBG Translate, or Other
  • NewOriginal-link health indicators — a traffic-light "Original link" button (green = working, yellow = worked before but now broken, red = broken) across the records table, country pages, and detail view, plus a "Recheck links" action and an automatic weekly recheck
  • NewSign-in is now required to run translations, with a bootstrap registration flow (the first account becomes admin; later sign-ups are gated by an invite code) so the billed translation feature isn't open to the public
  • ImprovedFaster record saves — external link reachability is now checked in the background instead of blocking the save
  • ImprovedRepository page loads with fewer database round-trips, and a new composite index speeds up dashboard and language-breakdown queries
  • ImprovedDashboards and country pages now refresh immediately after records or documents change
  • ImprovedContent-first navigation order (Repository · Browse · Coach · Benchmark · API) and new landing-page entry points
  • ImprovedUpload language enforcement plus an original-language breakdown on the statistics page
  • FixedPDF text extraction now works reliably in the serverless environment (switched to unpdf)
  • FixedHardened the translation pipeline — capped translation polling time, a document size limit, and SSRF protection on document fetches
V0.0.3
April 9, 2026

Open Access & Document Language Tracking

Removed authentication requirements to make the platform fully open access. Improved document language tracking so the Country Overview dashboard accurately distinguishes between English and non-English document uploads.

  • NewPlatform is now fully open access — all users can create, edit, delete records and upload documents without signing in
  • NewCountry Overview dashboard now shows separate English Docs and Non-English Docs columns based on actual uploaded document language
  • NewStats strip on homepage updated with English Docs and Non-English Docs totals
  • FixedNon-English document counts now use actual language code instead of document slot type, fixing incorrect counts for English-only countries like Ireland
  • ImprovedRemoved Sign In button and session provider from navigation header
V0.0.2
April 9, 2026

Performance, Stability & RAG Pipeline

Major infrastructure improvements covering database performance, API stability, and a new export endpoint designed for downstream RAG pipelines such as PIM AI Coach.

  • NewNew export endpoint (GET /api/export/documents) for RAG pipeline integration with language filtering (?lang=ENG) and incremental sync (?since=timestamp)
  • NewCORS support for cross-origin access from pim-a-icoach.vercel.app and pim-ai-global.vercel.app
  • NewAPI pagination with limit/offset support on record listing (default 500, max 500)
  • NewGlobal error boundary with retry button for graceful error recovery
  • ImprovedAdded database indexes on policy tiers, countries, auth tables, and audit logs for faster queries
  • ImprovedAdded foreign key constraint from policy records to countries table to enforce data integrity
  • ImprovedSwitched record detail and edit pages from force-dynamic to ISR (60s revalidation) for better caching
  • ImprovedAdded Cache-Control headers to single record API endpoint
  • ImprovedZod validation schema now enforces max string lengths to reject oversized payloads
  • ImprovedRate limiting on export endpoint (10 requests per minute per IP)
  • FixedFixed document upsert race condition by replacing DELETE+INSERT with INSERT ON CONFLICT DO UPDATE
  • FixedAdded 30-second timeout on blob storage fetch to prevent hanging downloads
  • FixedFixed blob deletion order — now deletes blob before database record to prevent orphaned files
  • FixedAdded try-catch to JSON.parse in upload route to prevent crashes from malformed client payloads
  • FixedFixed SSR hydration issue with window.history access in record form cancel button
  • FixedCountryCombobox now shows error state instead of infinite spinner on network failure
  • FixedStrengthened blob URL hostname validation with exact subdomain structure check
  • FixedFixed parseInt NaN handling in query parameter parsing for tier filters
V0.0.1
February 28, 2026

Initial Release

First public release of the PIM Country Policy Profile Repository. Establishes the core platform for managing and referencing Public Investment Management policy and strategy documents across countries.

  • NewRepository browse page with search, country filter, and tier filter
  • NewPolicy record management: create, view, edit, and delete records
  • NewPer-record document attachments: one English file and one native-language file (PDF, Word, or Text)
  • NewTier classification system: Policy Guidance Tier and Strategy Tier (1–5)
  • NewMetadata fields: country, source, year, year revised, overview, pages, tokens, external link
  • New10 seed records across 8 countries covering foundational PIM legislation and strategies
  • NewDeployed on Vercel with Neon serverless Postgres and Vercel Blob storage