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2025-11-11-zc0v-hTYLn

feature/prompt-engineering-improvements

master

production-current

#1

CURRENT-PRODUCTION

PRODUCTION-BACKUP-v1.0

PRODUCTION-BACKUP-v1.1

v2.0.0

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• a44b90f307 feat: add weekly CIM report email every Thursday at noon ET master admin 2026-02-25 13:23:31 -05:00
• 7ed9571cb9 fix: apply numbered list normalization to all PDF text blocks including nested fields admin 2026-02-25 12:26:46 -05:00
• 6c9ee877c9 fix: normalize numbered lists in PDFKit fallback renderer admin 2026-02-25 12:22:46 -05:00
• 8620ea87b7 fix: normalize numbered lists and FY labels in PDF export admin 2026-02-25 12:18:07 -05:00
• 53dd849096 fix: normalize inline numbered lists in CSV export admin 2026-02-25 12:10:28 -05:00
• cbe7761558 fix: query documents table for analytics instead of empty events table admin 2026-02-25 12:05:25 -05:00
• 8f9c225ebc feat: improve readability of list fields in CIM review admin 2026-02-25 11:37:25 -05:00
• 69ece61750 fix: preserve newlines in CSV export for readable multi-line fields admin 2026-02-25 11:29:35 -05:00
• 9007c4b270 fix: use FY-3/FY-2/FY-1 labels in CSV export for consistency admin 2026-02-25 11:29:17 -05:00
• d4b1658929 feat: wire Analytics tab to real data, add markdown rendering, fix UI labels admin 2026-02-25 11:27:46 -05:00
• 4a25e551ce feat: UI polish - toast notifications, skeletons, empty states, error boundary admin 2026-02-25 11:18:05 -05:00
• 00c156b4fd fix: add null guards to Analytics component preventing white screen admin 2026-02-25 11:08:29 -05:00
• 38a0f0619d chore: complete v1.0 Analytics & Monitoring milestone admin 2026-02-25 10:34:18 -05:00
• 8bad951d63 fix: resolve tech debt from v1.0 milestone audit admin 2026-02-25 10:26:24 -05:00
• 5d3ebbe27a docs(roadmap): add phase 5 tech debt cleanup from v1.0 audit admin 2026-02-25 10:23:39 -05:00
• 0f2aba93dd docs: add v1.0 milestone audit report admin 2026-02-25 10:20:01 -05:00
• 9dfccf47b8 docs(phase-04): complete phase execution and verification admin 2026-02-25 10:08:28 -05:00
• f48c82f192 docs: update prior phase summaries with commit hashes and self-check results admin 2026-02-24 16:55:45 -05:00
• cafdd6937d docs(04-02): complete App.tsx wiring plan admin 2026-02-24 16:41:25 -05:00
• 6c345a6cdb feat(04-02): wire AlertBanner and AdminMonitoringDashboard into Dashboard admin 2026-02-24 16:38:52 -05:00
• 6ab8af3cde docs(04-01): complete adminService monitoring extensions and frontend components plan admin 2026-02-24 16:37:13 -05:00
• b457b9e5f3 feat(04-01): create AlertBanner and AdminMonitoringDashboard components admin 2026-02-24 16:35:20 -05:00
• f84a822989 feat(04-01): extend adminService with monitoring API methods and types admin 2026-02-24 16:34:29 -05:00
• 9c4b9a5e12 docs(04-frontend): create phase plan admin 2026-02-24 16:29:50 -05:00
• 21eea7f828 docs(04-frontend): research phase frontend integration admin 2026-02-24 16:15:11 -05:00
• 400342456f docs(phase-03): complete phase execution and verification admin 2026-02-24 15:49:41 -05:00
• c9edaec8d6 docs(03-01): complete admin API endpoints plan admin 2026-02-24 15:46:19 -05:00
• 081c5357c1 docs(03-02): complete analytics instrumentation plan admin 2026-02-24 15:45:59 -05:00
• 4169a3731f feat(03-01): create admin routes and mount at /admin admin 2026-02-24 15:44:41 -05:00
• dabd4a5ecf feat(03-02): instrument processJob with fire-and-forget analytics events admin 2026-02-24 15:44:12 -05:00
• 301d0bf159 feat(03-01): add requireAdminEmail middleware and getAnalyticsSummary function admin 2026-02-24 15:43:53 -05:00
• ad464cb633 docs(03): create phase plan admin 2026-02-24 15:37:15 -05:00
• 4807e85610 docs(03): research phase domain admin 2026-02-24 15:33:12 -05:00
• 6c8af6d35f docs(03): capture phase context admin 2026-02-24 15:27:36 -05:00
• a29d449e58 docs(phase-02): complete phase execution and verification admin 2026-02-24 14:40:39 -05:00
• e4a7699938 docs(02-04): complete runHealthProbes + runRetentionCleanup plan admin 2026-02-24 14:37:00 -05:00
• 1f9df623b4 feat(02-04): add runHealthProbes scheduled Cloud Function export admin 2026-02-24 14:35:01 -05:00
• 0acacd1269 docs(02-03): complete alertService plan admin 2026-02-24 14:33:05 -05:00
• 4b5afe2132 test(02-03): add alertService unit tests (8 passing) admin 2026-02-24 14:30:16 -05:00
• 91f609cf92 feat(02-03): create alertService with deduplication and email admin 2026-02-24 14:28:20 -05:00
• 520b6b1fe2 docs(02-01): complete analytics service plan admin 2026-02-24 14:26:41 -05:00
• 018fb7a24c docs(02-02): complete health probe service plan admin 2026-02-24 14:25:45 -05:00
• cf30811b97 test(02-01): add analyticsService unit tests admin 2026-02-24 14:23:42 -05:00
• a8ba884043 test(02-02): add healthProbeService unit tests admin 2026-02-24 14:23:35 -05:00
• 41298262d6 feat(02-02): install nodemailer and create healthProbeService admin 2026-02-24 14:22:38 -05:00
• ef88541511 feat(02-01): create analytics migration and analyticsService admin 2026-02-24 14:22:05 -05:00
• 73f8d8271e docs(02-backend-services): create phase plan admin 2026-02-24 14:14:54 -05:00
• fcb3987c56 docs(02): research phase backend services domain admin 2026-02-24 14:08:02 -05:00
• 13454fe860 docs(phase-01): complete phase execution and verification admin 2026-02-24 14:00:10 -05:00
• 20e3bec887 docs(01-02): complete model unit tests plan admin 2026-02-24 12:20:06 -05:00
• e630ff744a test(01-02): add AlertEventModel unit tests admin 2026-02-24 12:12:45 -05:00
• 61c2b9fc73 test(01-02): add HealthCheckModel unit tests admin 2026-02-24 11:54:03 -05:00
• 1e4bc99fd1 feat(01-01): add HealthCheckModel and AlertEventModel with barrel exports admin 2026-02-24 11:33:20 -05:00
• 94d1c0adae feat(01-01): create monitoring tables migration admin 2026-02-24 11:31:04 -05:00
• fec5d0319e Merge branch 'upgrade/firebase-functions-v7-nodejs22' into production admin 2026-02-24 11:44:02 -05:00
• e606027ddc docs(01-01): complete monitoring data foundation plan admin 2026-02-24 11:42:53 -05:00
• 9a5ff52d12 chore: upgrade Firebase Functions to Node.js 22 and firebase-functions v7 admin 2026-02-24 11:41:00 -05:00
• 6429e98f58 docs(01): create phase plan admin 2026-02-24 11:24:17 -05:00
• c480d4b990 docs(01): research phase data foundation admin 2026-02-24 11:20:24 -05:00
• 54157fe74d docs(01): capture phase context admin 2026-02-24 11:15:10 -05:00
• fcaf4579e1 docs: create roadmap (4 phases) admin 2026-02-24 11:08:13 -05:00
• 503f39bd9c docs: define v1 requirements admin 2026-02-24 11:05:34 -05:00
• f9cc71b959 chore: add project config admin 2026-02-24 10:52:04 -05:00
• 972760b957 docs: initialize project admin 2026-02-24 10:49:52 -05:00
• e6e1b1fa6f docs: map existing codebase admin 2026-02-24 10:28:22 -05:00
• 9a906763c7 Remove 15 stale planning and analysis docs admin 2026-02-24 10:12:23 -05:00
• 3d01085b10 Fix hardcoded processing strategy in document controller admin 2026-02-23 22:37:38 -05:00
• 5cfb136484 Add single-pass CIM processor: 2 LLM calls, ~2.5 min processing admin 2026-02-23 22:28:45 -05:00
• f4bd60ca38 Fix CIM processing pipeline: embeddings, model refs, and timeouts admin 2026-02-23 18:33:31 -05:00
• b00700edd7 Note runtime/dependency upgrades in to-do list admin 2026-02-23 14:50:56 -05:00
• 9480a3c994 Add acceptance tests and align defaults to Sonnet 4 admin 2026-02-23 14:45:57 -05:00
• 14d5c360e5 Set up clean Firebase deploy workflow from git source admin 2026-02-23 13:41:00 -05:00
• 192e274fa6 fix: resolve TypeScript and deployment issues feature/prompt-engineering-improvements Jonathan Pressnell 2025-11-12 17:08:48 -05:00
• 8d513fe7ed security: exclude .env.bak files from git and deployment Jonathan Pressnell 2025-11-12 16:50:46 -05:00
• e7dc27ee8f perf: optimize summarization workflow - 26.5% faster processing Jonathan Pressnell 2025-11-12 16:42:06 -05:00
• 87c6da4225 Refactor LLM service architecture and improve document processing admin 2025-11-11 21:04:42 -05:00
• e406d33074 Refactor: Codebase cleanup and modularization 2025-11-11-zc0v-hTYLn admin 2025-11-11 06:52:10 -05:00
• ecd4b13115 Fix EBITDA margin auto-correction and TypeScript compilation error admin 2025-11-10 15:53:17 -05:00
• bb172640a7 Merge branch 'master' into production-current production-current admin 2025-11-10 14:54:05 -05:00
• 59e0938b72 Implement Claude Haiku 3.5 for financial extraction admin 2025-11-10 14:44:37 -05:00
• 04f30ca3e7 Fix TypeScript errors in financial validation admin 2025-11-10 14:06:02 -05:00
• e1411ec39c Fix financial summary generation issues admin 2025-11-10 14:00:42 -05:00
• ac561f9021 fix: Remove duplicate sync:secrets script (reappeared in working directory) admin 2025-11-10 06:35:07 -05:00
• f62ef72a8a docs: Add comprehensive financial extraction improvement plan admin 2025-11-10 06:33:41 -05:00
• b2c9db59c2 fix: Remove duplicate sync:secrets script, keep sync-secrets as canonical admin 2025-11-10 02:46:56 -05:00
• 8b15732a98 feat: Add pre-deployment validation and deployment automation admin 2025-11-10 02:43:47 -05:00
• 77df7c2101 Merge feature/fix-financial-extraction-primary-table: Financial extraction now correctly identifies PRIMARY table admin 2025-11-10 02:22:38 -05:00
• 7acd1297bb feat: Implement separate financial extraction with few-shot examples admin 2025-11-10 02:17:40 -05:00
• 531686bb91 fix: Improve financial extraction accuracy and validation admin 2025-11-09 21:57:55 -05:00
• 63fe7e97a8 Merge pull request 'production-current' (#1) from production-current into master admin 2025-11-09 21:09:23 -05:00
• 9c916d12f4 feat: Production release v2.0.0 - Simple Document Processor v2.0.0 admin 2025-11-09 21:07:22 -05:00
• 0ec3d1412b feat: Implement multi-pass hierarchical extraction for 95-98% data coverage admin 2025-11-07 13:15:19 -05:00
• 053426c88d fix: Correct OpenRouter model IDs and add error handling admin 2025-11-06 20:58:26 -05:00
• c8c2783241 feat: Implement comprehensive CIM Review editing and admin features Jon 2025-08-14 11:54:25 -04:00
• b319ae03db Backup: Live version before inline editing and admin features implementation PRODUCTION-BACKUP-v1.1 Jon 2025-08-14 11:45:01 -04:00
• e0a37bf9f9 Fix PDF generation: correct method call to use Puppeteer directly instead of generatePDFBuffer PRODUCTION-BACKUP-v1.0 Jon 2025-08-02 15:40:15 -04:00
• 1954d9d0a6 Replace Puppeteer fallback with PDFKit for reliable PDF generation in Firebase Functions Jon 2025-08-02 15:35:32 -04:00
• c709e8b8c4 Fix PDF generation issues: add logo to build process and implement fallback methods Jon 2025-08-02 15:23:45 -04:00
• 5e8add6cc5 Add Bluepoint logo integration to PDF reports and web navigation Jon 2025-08-02 15:12:33 -04:00
• bdc50f9e38 feat: Add GCS cleanup script for automated storage management Jon 2025-08-02 09:32:10 -04:00