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Changelog

This changelog records user-facing Arboris alpha scope. It does not list every internal implementation change.

2026-04-21 Public Docs Launch

Section titled “2026-04-21 Public Docs Launch”
  • Published the public Arboris documentation site for the alpha user workflow.
  • Documented QuickBooks as the active accounting connector.
  • Documented Xero and CSV as coming-soon integration surfaces only.
  • Added guides for Command Center, client workspaces, Analysis, AI Chat, Integrations, Reports, Review Run, Settings, Billing, Trust, FAQ, Support, and public reference boundaries.
  • Added public crawl and LLM endpoints for robots.txt, sitemap-index.xml, llms.txt, and llms-full.txt.

Source trace: Arboris product contract in docs/arborisanalytics.md, current source code behavior, and live public docs deployment evidence recorded in GitLab issue #974.

Current Alpha Baseline

Section titled “Current Alpha Baseline”

The current alpha includes:

  • Signup, login, logout, email verification, password reset, and in-app password change.
  • Firm and client hierarchy with a self-client created on signup.
  • Command Center with urgency indicators, saved views, sorting, and quick actions.
  • Client workspaces with Analysis, AI Chat, Integrations, and Reports.
  • QuickBooks OAuth, sync, retry handling, disconnect, and purge.
  • KPI analysis with suppression rules and data-readiness treatment.
  • AI Chat with streamed responses, evidence bundles, confidence tags, refusal rules, and guided prompts.
  • Full Financial Review PDF export with section selection and export history metadata.
  • Guided Review Run workflow with readiness checks, Review Brief, Report Draft, export, and reviewed status.
  • Settings for firm profile, logo, notifications, password, data export, and account deletion.
  • Billing page with Starter, Core, and Professional plan capacities at $0 in alpha.

Current Scope Boundaries

Section titled “Current Scope Boundaries”

The following are intentionally outside alpha:

  • Public programmatic API.
  • Xero and CSV import beyond Coming Soon cards.
  • Client portal.
  • Multi-user firms.
  • SSO and MFA.
  • Mobile apps.
  • Paid production Stripe monetization.
  • Usage-based AI billing.
  • White-label productization beyond current logo and report branding.
  • Cash-flow forecasting products outside the current analysis scope.
  • Daily digest, payment failure, subscription change, and deletion confirmation emails.

How Updates Are Added

Section titled “How Updates Are Added”

Future entries should describe visible product changes, meaningful scope changes, and customer-affecting behavior. Internal deploys, refactors, and operator-only runbook changes belong in the private Arboris source and operations docs instead.