v1.8

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Release overview

v1.8 is a substantial feature release focused on making the product easier to scan, trust, and act on after setup. The embedded experience has a more consistent visual system across Coach, Money, Growth, Settings, onboarding, and detail panels, while the financial and project workflows behind those surfaces now carry richer evidence and clearer user choices. Money recommendations now use a stricter presentation path with clearer situation, consequence, action, caveat, evidence, and image handling. Growth opportunities and Projects have stronger commercial context and execution planning, and Coach keeps the current Daily Briefing available without forcing users into an empty or duplicated chat session. The release also improves first-use and account-management paths: branded sign-in is clearer, session recovery is calmer, onboarding asks fewer repeated questions, and connected-account completion states are easier to recover from. Breaking changes: None. Deprecations: None.

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Product experience

The product interface has been refreshed across the main embedded surfaces. Money, Growth, Coach, Settings, onboarding, login, and detail views now share a more consistent card, drawer, typography, spacing, loading, and action-control treatment. Compact cards are now shared across Money actions, Growth actions, Projects, and Daily Briefing items. Detail panels use clearer action areas, better wrapping for longer controls, and more predictable mobile behaviour. Settings now presents account and support information more clearly, including connected-bank currency where available and a more reassuring support form after submission. Onboarding and authentication screens also receive clearer Narrative branding, aligned login spacing, improved OTP email logo placement, and a restored favicon on the branded sign-in domain.

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Money and transactions

Money recommendations now use a stricter generation and presentation path. Cards and panels are shaped around a clear business situation, the consequence for the business, one to three practical actions, one decision-changing caveat, and supporting evidence. Recommendation images come from a shared catalogue so card and detail presentation stay aligned. Money can also ask and remember targeted follow-up answers when more context is needed before confirming a recommendation. Those answers stay attached to the relevant recommendation, so refreshes and regenerated batches can preserve the user’s state more reliably. Transactions are easier to inspect and reason about. Money In rows retain canonical transaction identifiers, repeated counterparty names are cleaner, connected transfers are handled more accurately, and transaction detail tables use striped rows, sticky headers, and horizontal scrolling so longer values remain readable on narrow screens. Money charts and transaction-backed views now share stronger business-date handling. The product uses Narrative-provided business dates for Money charts, transaction summaries, and Coach chart context, improving consistency across month boundaries, British Summer Time, and UK reporting windows.

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Growth and projects

Growth opportunity presentation is more complete and more commercially grounded. Opportunity cards and details can show fuller titles, generated priority order, actionable overviews, clearer commercial case, simplified timing and effort, and linked sources where available. Project generation now rebuilds context from the complete Growth opportunity and current business profile instead of relying on a shortened legacy payload. New Projects are created as drafts, keep relative task timing until the user activates a schedule, and separate owner effort, elapsed duration, target outcome, first commercial effect, and execution scope in the detail view. The Project UI is also easier to work through. Active Project cards lead with the current focus and progress, Project detail plans keep task completion lightweight, and generation state survives drawer close and reopen so users do not lose track while a Project is being built.

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Coach and Daily Briefing

Coach keeps the current Daily Briefing available as a stable surface above the selected conversation. Selecting New, reopening the app, or switching history can show the current briefing without creating an empty chat session. When a user starts from a Daily Briefing item, Narrative checks the current briefing version before creating or reusing the chat session. Existing Coach Action results are restored more reliably across refreshes and conversation switching. Generated report results are stored durably in configured environments, so previously saved result cards can continue to open after application restarts. Coach also handles unavailable action launches more clearly. The action menu can show actions that are not currently available, but disabled actions cannot be started, and the slash launcher stays hidden when no Coach action can run. Search-backed answers are better grounded in the user’s account context. Coach now uses profile country, region, and main currency where available, respects current explicit constraints over same-topic history, and asks for clarification instead of inventing a city when location is missing.

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Onboarding, authentication, and connected accounts

The onboarding flow now avoids repeated or unnecessary work. Post-bank-connection processing starts only when the user has completed onboarding, and supported forms can use stored business context to avoid asking for details the user has already provided. The constraint choices are also more focused, keeping the preset list to Time, Cash, Staffing, Demand, and Capacity while preserving free-text input. Authentication recovery is clearer. Explicit logout routes through the branded sign-out flow, passive session expiry stays inside Narrative with a clear sign-in prompt, and expired sign-up links show a user-initiated recovery path rather than entering an automatic redirect loop. Connected-account handling is more resilient. Salt Edge completion can recover when a popup callback is nested or delayed, selected-currency states can update without refreshing the parent page, and settings retain the user’s available connection choices.

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Compatibility

This release remains compatible with existing hosted integrations. No partner migration is required for standard embedded integrations. Some capabilities remain tenant-configured or environment-configured before users see them, including connected accounting sources, branded authentication domains, and Coach Actions that Narrative enables for a tenant. Existing Coach, Money, Growth, onboarding, Settings, and embedded authentication routes continue to work with the current integration model.

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Support

Questions about this release or integration: support@narrativebanking.com SDK documentation: docs.narrativebanking.com