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ATLAS changelog

XBID Trading Screen Enhancements

XBID Trading Screen Enhancements

The latest Atlas ETRM update brings a set of targeted improvements to the XBID trading screen, expanding the information available at the point of execution and introducing greater workspace flexibility.

  • Live trading chart: A trading chart is now available directly within the XBID screen, accessible via a dedicated tab in the lower panel. The chart displays price data for the selected contract across multiple timeframes and includes built-in tools for analysing trends and patterns, allowing traders to examine price action without leaving the trading interface.

  • Spot market reference prices: The order panel now includes a Spot Market Prices section, displaying current reference prices for DAM, IDA1, IDA2, and IDA3 directly alongside the order entry form, keeping market context immediately accessible when placing an order.

  • Multi-market order suggestions: The suggestion engine now accounts for positions already submitted across all spot markets when calculating the recommended order quantity, ensuring suggestions reflect the trader's full market exposure.

  • Unified order management: The All Orders and All Draft Orders tabs provide a consolidated view of open and draft orders across all active contracts.

  • Enhanced trading grid: Colour coding has been introduced on the trading grid to support faster visual interpretation of market data.

  • Layout flexibility: The XBID screen now supports independent resizing of the contract details area and the new order panel. The contract details area resizes vertically, while the new order panel resizes horizontally, allowing traders to adapt the workspace layout to their workflow and screen size.


Features

  • IBAN Pledges Tab — A dedicated Pledges tab has been added under IBAN records, displaying all pledges associated with a specific IBAN directly from the account view, eliminating the need to search for this information elsewhere.

  • Inclined Irradiance Weather Data — A new weather timeseries type covering inclined irradiance is now available from the platform's market data sources, broadening the PV dataset of our forecasting module and enhancing the meteorological data accessible for renewable asset analysis.

  • Market Participant Auto-Selection — When selecting an entity in relevant screens, the associated Market Participant is now automatically preloaded, reducing manual steps in the order entry and configuration workflow.


Improvements

  • Audit Trail Server-Side Processing — The Audit Trail grid now processes and filters data server-side, with date range and quick-filter support, ensuring consistent performance regardless of the volume of audit records.

  • Bidding Entities Screen Reorganisation — Bidding Entities and Balancing Service Providers pages have been converted to a tabbed layout, bringing them in line with the platform's standard navigation pattern.

  • Asset Timeseries Page Redesign — The Asset Timeseries page has been updated with a cleaner layout: a unified header row for date range, time zone, and key actions, with a toggle to switch between chart and grid views. The chart is now the default view.

  • Hybrid Asset Optimisation — Hybrid energy stations (combining multiple generation or storage technologies) are now included in the asset optimisation workflow, broadening the scope of assets that can be optimised through the platform.


Fixes

  • Fixed an issue where filtering deals by the Internal flag in Deal Capturing was returning an error rather than the expected results.

  • Fixed an issue where auto-generated component names during bulk asset creation were not guaranteed to be unique, which could cause naming conflicts when multiple assets were initialised in the same operation.

  • Fixed an issue where Index evaluation requests could time out under certain query patterns, causing dashboard widgets that rely on index data to fail to load.


Reusable Calculation Templates in the Math Editor

Reusable Calculation Templates in the Math Editor

The Math Editor now supports reusable templates, allowing users to define calculation logic once and invoke it as a named function across any expression in the platform. Configure the input parameters, write the expression, and once synchronised, the template becomes immediately available inside the Math Editor — called by name, with inputs passed as arguments.

Any update to a template is automatically reflected in all future executions that use it, so formula changes are managed in one place rather than tracked down across multiple expressions.

Templates are particularly well suited for recurring analytical patterns such as:

  • Pricing indexation formulas — define once, apply across all contracts that share the same methodology.

  • Operational KPIs — capacity factor calculations, forecasting performance, or availability metrics applied consistently across assets and reporting periods.


Features

  • Deal-Linked Timeseries Protection — Timeseries connected to active deals are now read-only, ensuring that underlying data cannot be inadvertently modified and preserving the integrity of deal calculations.

  • [MDMS] Usage Transaction Bulk Processing — Users can now select multiple entities simultaneously when initiating usage transactions, with a real-time progress indicator showing the status of each submission. This significantly reduces the time required to process large volumes of transactions.

  • BI Snapshot Job Naming — The BI snapshot job now supports dynamic date-based variables (year, month, day) in file prefix and suffix fields, making it easier to organise and identify exported files by period.


Improvements

  • Bidding Strategy Portfolio Persistence — When switching markets or creating a new execution, the previously selected portfolio is now retained and automatically reapplied if available, eliminating the need to reselect it each time.

  • Dispatching Screen Usability — The Dispatching Executions page has been updated with clearer labels, standardised date/time formatting (DD-MM-YYYY HH:MM), quarter-hour aligned time selectors, and contextual hints to guide users through the execution configuration workflow.

  • Dashboard Ownership Controls — The option to toggle a dashboard between public and private is now restricted to the dashboard owner, preventing unintended visibility changes by other users.

  • Market Data API Reliability — The electricity market data API has been upgraded to handle concurrent data requests more efficiently, reducing the likelihood of timeouts during high-volume data retrieval operations.

  • Job Execution Status Display — The tooltip shown when hovering over a job's status in the Job Executions screen has been simplified, removing verbose internal text for a cleaner user experience.

  • Data Room Enhancements — The Data Room module has been updated with improved collection views, chart configuration options, and overall usability refinements across key pages including Math Editor and Offer Curves.


Fixes

  • Fixed an issue where delivery start and end times on XBID contracts were not always populated before broadcast after ETSS outage.

  • Fixed an issue where date inputs in dashboard widgets were not correctly accounting for time-zone differences.

  • Fixed an issue where certain entity types in the Data Room were not correctly mapped.


Faster Search Across Data Series

Faster Search Across Data Series

The Search by Name field and the queries in the Available Data Series grid now runs server-side, delivering fast and consistent search performance regardless of how large your data series catalogue has grown.

Composable with Grid Queries: Search by Name now layers on top of any active grid query rather than overriding it. Apply a query filter first — such as Module equals "Data Room" — and the name search will narrow results within that scope. Both mechanisms work in tandem, giving you precise control without having to choose one over the other.

Built for Scale: Because filtering is handled server-side, there is no performance degradation as your catalogue grows. Search behaviour remains consistent whether you are working with hundreds or tens of thousands of series.

Wildcard Support: The field supports the asterisk (*) as a wildcard character for flexible, pattern-based searches. Entering DAM*GR, for example, returns all series whose names contain both terms — in any order and with anything in between.


Improvements

  • Bidding strategy options are now saved between sessions: Strategy configurations are retained across sessions, so users no longer need to re-enter their preferences each time they start a new execution.

  • Custom fields can now be updated across time periods in one step: Custom fields support time-sliced mass updates, allowing values to be applied across different date ranges in a single operation — useful when managing assets or agreements with time-varying attributes.

  • Forward market and nominations screens load each grid independently: Each data grid now loads on its own with a dedicated indicator, so users can start reviewing available data without waiting for the entire screen to finish loading.


Fixes

  • Fixed an issue where volume figures on Peakload deals were not matching expected values.

  • Fixed an issue where trade data imported from ICE was not parsing correctly.

  • Fixed an issue where downloading document versions from the Documents Manager was not working via the right-click context menu.

  • Fixed an issue where the Version History panel in the Back Office Assets grid was showing blank, with audit trail information not displaying.



Introducing Customer Portal (beta)

Introducing Customer Portal (beta)

ATLAS ETRM now includes a Customer Portal, currently in closed beta, a dedicated web app where your counterparties can securely access their own data.

Passwordless Access: Authorised users sign in with a one-time code sent to their email — quick, secure, and hassle-free.

What Counterparties Can See: Once logged in, users get a clean, read-only view of everything that relates to them:

  • A personalised analytics dashboard on the home screen

  • Their Master Agreements and Orders

  • Their connected Assets and Data Panels

  • Contacts and Documents associated with their entity

All data sections support filtering, search, and export to Excel or CSV.

Fully Branded: Set up the portal with your organisation's name, logo, and brand colours directly from the Administration screen — and preview exactly how it looks before going live.

You're in Control: As an ETRM user, you decide which dashboards and data are visible in the portal. Everything else stays hidden from your counterparties.

See it in action → https://stellarblue.storylane.io/share/1yee1crafllf


Improvements

  • Timeseries data works more reliably at fine granularities: When working with timeseries collected at 1-minute intervals or finer, date groupings and time zone labels now display correctly, including on exported files.

  • Forward market data loads faster: Data requests for forward markets now run in parallel, so pages load noticeably quicker when you're working with multiple portfolios.

  • Forecasting models now trained more intelligently: The load forecasting pipeline now uses the most recent data as its test window, and evaluates multiple training subsets to keep only the best-performing model — resulting in predictions that better reflect current conditions.


Fixes

  • Fixed an issue where filtered grid exports were including all columns instead of only the selected ones, and custom field values were not formatted correctly on export.

  • Fixed an issue where changing the date range in a grid was clearing the view that was loaded.

  • Fixed server-side grid properties for Counterparty and Company columns in the Orders grid, which were not rendering correctly.



Automatic Bidding Submission

Automatic Bidding Submission

The Automatic Bidding Submission functionality is now fully available within ATLAS ETRM, enabling end-to-end automation of market bid submissions across multiple market segments.

Supported Markets

  1. Forward Market

    • Automated handling of forward contracts.

    • Physical delivery and offtake nominations.

  2. Day-Ahead Market (DAM)

    • Automated submission of day-ahead market bids.

  3. Balancing Market (ISP-RTBM)

    • Automated submission of balancing energy offers, reserve offers and RTBM offer (Greek market).

    • Support for participants acting as BSPs.


Key Functionalities

  1. Flexible Bid Configuration

    • Full parameterization of bidding strategies.

    • Configuration of:

      • Quantities

      • Prices

      • Submission timing

    • Adaptable to user-specific commercial requirements.

  2. Automation Execution & Monitoring

    • Centralized execution of automated bidding processes.

    • Seamless integration with market workflows.

  3. Audit Trail & Transparency

    • Full logging of all automated actions.

    • Availability through:

      • Market Order List

      • Balancing Market Order List

  4. Reporting & Notifications

    • Automated email reporting to configurable recipients.

    • Optional delivery of excel/XML files for:

      • Archiving

      • Further data processing

Improvements

  • Deal Status is now available as a field when creating Orders, giving users more context during the order creation workflow.

  • Mass custom field updates are now supported for Counterparties, allowing bulk edits without updating records one by one.

  • Job Manager now supports running multiple jobs together in a single execution batch.

  • Views and queries functionality has been enhanced with additional filtering and display options.

  • Pivot table support has been added to server-side grids, enabling more flexible data analysis directly in the UI.

  • A search component is now available in the grid context menu for faster navigation within large datasets.

  • Load forecasting training split has been optimized for improved model accuracy.

  • OBIS multi-asset optimization dataset has been adjusted for better performance.

  • Market participants in spot order screens are now date and spot type aware, reducing selection errors.

Fixes

  • Fixed an issue where Order Items were not included in order calculations correctly.

  • Fixed an issue where the country field was not recognized when grouping Deals.

  • Fixed an issue where Order Items could not be moved between Orders as expected.

  • Fixed an issue where deleting a bidding entity did not also remove the associated bidding portfolio.

  • Fixed an issue where Stepwise Orders showed a wrong validation error when price was set to 0.

  • Fixed an issue where the Math Editor mishandled timeseries data around daylight saving time changes.

  • Fixed an issue where DST handling in market order grids produced incorrect time displays.

  • Fixed an issue where Bidding quantities in strategy and hybrid orders used the wrong timezone.

  • Fixed an issue where the User Management Data Series read-only role caused the page to break.

  • Fixed an issue where the queries export showed an incorrect success message.

  • Fixed an issue where Master Agreements returned an internal server error.

  • Fixed an issue where adding a contact with no email showed an invalid email validation error.

  • Fixed an issue where the Dashboard Widgets save action produced an incorrect message.

  • Fixed an issue where EUA Futures delivery period updates were calculated incorrectly.

  • Fixed an issue where the IDA3 strategy used the wrong first step.

  • Fixed an issue where the Edit Master Agreement action threw an inner exception.

  • Resolved a null reference error occurring in certain data series calculations.

  • Fixed an issue where mass Order deletion flow had inconsistent behavior and missing validations.

API

  • Added OrderId and Name fields to the Order Item data transfer object.


Enhanced Dashboards & Widget Editor

Enhanced Dashboards & Widget Editor

✨ New Features & Improvements

🎨 Modernized Widget Editor Layout

Functionalities remain the same, but the widget creation and editing interface has been fully redesigned:

  • A new Text Size selector is available in the top-right of the editor. Choose between:

    • S (Small)

    • M (Medium)

    • L (Large)

      This allows better visual control over chart labels and display elements.


⚙️ Interactive Dashboards with Live Preview

  • Changes made to Dashboards editor and settings are now reflected instantly in the dashboard view.

  • A reload widget button has been added on top of charts.


📱 Mobile-Friendly Design

  • Dashboards and widgets are now fully responsive, adapting to various screen sizes.

  • Optimized for mobile and tablet use, allowing users to monitor and interact with data on the go.


💾 "Save As New" Functionality for Dashboards

  • Users can now create new Dashboards easily from existing dashboards using the “Save As New” option.

  • Ideal for testing changes, creating personalized views or versioning existing layouts without affecting the original.


🛠️Automatic Order Creation Job

🛠️Automatic Order Creation Job

A new automatic job for order creation has been introduced to reduce manual workload.

  • What it does: Automatically generates orders based on system data or predefined rules. The input of the job is customizable according to your needs for flexibility.

  • Benefits: Eliminates the need for manual invoice creation while maintaining full control — users can review, edit, or approve draft orders before finalizing.

  • Use case: Ideal for routine billing workflows, recurring invoices, or large deal volumes.

This update streamlines the invoicing process and improves operational efficiency.



Asset Management Enhancements

Asset Management Enhancements

A new, fully redesigned Asset screen has been released to improve usability and centralize all relevant asset information.

What’s New:

  • Unified Layout: All asset-related data is now accessible in one place — including general info, technoeconomic details, timeseries, asset relationships and custom fields.

  • Asset Relationships: Support for defining connections between assets, essential for workflows like net billing.

  • Custom Fields: Add flexible, user-defined attributes to tailor asset metadata to your needs.

  • Improved Usability and: Cleaner interface with better structure and visuals, making it easier to view and manage assets.

This upgrade simplifies asset handling and enhances support for complex portfolio setups.