Product notes

Mercury keeps every FP&A surface grounded in the same tenant-aware workflows it ships today.

Today's build delivers authenticated org-level flows for budgets, headcount, actuals, variances, dashboards, reports, forecasts, approvals, and operations plus the release-proof change log. This page captures how the current routes, APIs, and components actually behave so anyone on the product team can read the state of the ship.

Inspect operationsRead the change log
Secure by design

Tenant-aware foundation

Clerk authentication, role enforcement, and organization routing helpers keep every page scoped to the active tenant and its capabilities.

  • Organization bootstrap, members, departments, and accounts live in Clerk-protected experiences.
  • Settings changes (fiscal year, currency, chart of accounts) flow through the organization API and keep RavenDB isolation intact.
  • Wide capability checks ensure every tab and API call honors `requireSignedIn` + organization redirects.
Versions and detail

Budgeting workflows

Budget lists, history, templates, editing, and headcount planning live inside the `/budgets` space with rich filters and CSV exports.

  • Create, edit, and lock budget versions; apply templates; view complete change history.
  • Budget edit page merges metadata forms, monthly grid, headcount planning, and variance launch points while honoring draft-only guardrails.
  • Headcount planning stays separate from budget lines, with dedicated CRUD hooks and mutations for title, salary, and headcount totals.
Reality checks

Actuals + variance review

Actuals import/export, variance filters, summary cards, comments, and approvals highlight the story behind every number.

  • Actuals page bundles CRUD, CSV import, exports, and modal workflows for live editing.
  • Variance page ships summary cards, filters (departments, accounts, periods), comments panel, approvals panel, and export capabilities.
  • Approvals inbox surfaces reminders, links to variance reviews, and supports acknowledge actions to keep the workflow moving.
Signals & scenarios

Executive summaries & forecasts

Dashboards, reports, and forecasts describe the same data through dashboards, variance watchlists, account rollups, and forecast comparisons.

  • Dashboard delivers KPI cards, high/low variance snapshots, entity filtering, reminders, and CSV exports for quick stakeholder updates.
  • Reports page surfaces executive summaries, account rollups, variance watchlists, budget/forecast connections, and links to forecast comparison.
  • Forecasts include revision tables, status transitions, create-from-budget, delete flows, monthly grids, and a dedicated `/forecasts/compare` view that shows budget, forecast, and actuals side by side.
Runtime visibility

Trust & operations

Every deployment ships with operations diagnostics and release notes so teams can monitor health and understand what changed.

  • Operations workspace probes FastAPI health endpoints, RavenDB diagnostics, and exposes auto-refresh + manual refresh controls.
  • Change log aggregates `.agents/history` summaries, shows versions/dates, and keeps stakeholders aware of releases without digging into commits.
  • Product Notes links point to `/ops`, `/change-log`, `/organizations`, and the rest of the experience so the site feels like a living handbook.