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Releases: RoboFinSystems/roboledger-app

Release v0.3.28

17 Apr 06:27
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v0.3.28
6cda831

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RoboLedger App v0.3.28

Summary: This release improves the home dashboard with better loading states and error handling for ledger data, fixes an entity selector bug, and refreshes the landing page visuals for a more polished first impression.

✨ Features & Improvements

  • Dashboard loading & error states – The home page now displays proper loading indicators and error feedback when fetching ledger data, preventing blank or confusing screens during slow connections.
  • Enhanced status & transaction visuals – New color mappings for statuses and transaction types make it easier to scan and distinguish entries at a glance.
  • Updated quick actions – Revised descriptions and improved card alignment on the home page for clearer navigation to common workflows.
  • Search filter expansion – Added an additional semantic filter to the search page, giving users more precise control over result refinement.
  • Landing page visual refresh – Replaced inline SVG icons in the hero section with optimized Image and AnimatedLogo components for sharper, more consistent branding.
  • Landing copy refinements – Clarified messaging in the Platform section for better accuracy around RoboLedger's capabilities.

🐛 Bug Fixes

  • Entity selector fix (#115) – Resolved an issue in the EntitySelector component that could cause incorrect entity binding or selection failures, ensuring reliable entity switching across the app.

🔧 Technical Changes

  • Core library update – Bumped the src/lib/core/ submodule (620cade5 → c9de6f41), pulling in underlying fixes for entity selection and search content.
  • Image asset addition – Added claude.svg to public assets to support the updated hero section.
  • VSCode task config – Updated local development task definitions for improved DX.

⚠️ Breaking Changes

None.

📊 Release Statistics

  • Commits: 9
  • Files Changed: 10
  • Components Updated: 6
  • Pages Updated: 2
  • Styles Updated: 0
  • Lines Added: 518
  • Lines Deleted: 150
  • Previous Release: v0.3.27

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Release v0.3.27

16 Apr 23:04
@github-actions github-actions
v0.3.27
dee828d

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Release v0.3.27

RoboLedger App v0.3.27

Summary:
This release updates the RoboLedger platform client library to v0.3.7, bringing enhanced features, improved compatibility, and graph tier refinements for a smoother reporting experience.

✨ Improvements

  • Platform integration upgrade: Updated the @robosystems/client dependency through two incremental versions (v0.3.6 → v0.3.7), delivering enhanced features and better compatibility across the application
  • Graph tier refinements: Improved how graph-related data tiers are handled, which may result in more accurate or performant chart and analytics rendering

⚠️ Breaking Changes

None in this release.

🔧 Technical Changes

  • Updated @robosystems/client from previous version to v0.3.6 (PR #111) — includes graph tier refactoring
  • Updated @robosystems/client from v0.3.6 to v0.3.7 (PR #112) — includes additional feature enhancements and compatibility fixes
  • No changes to application components, pages, or styles — all improvements are delivered through the updated client library

🐛 Bug Fixes

No direct bug fixes in this release. Underlying client library updates may include stability improvements.

📊 Release Statistics

  • Commits: 5
  • Files Changed: 2
  • Components Updated: 0
  • Pages Updated: 0
  • Styles Updated: 0
  • Lines Added: 8
  • Lines Deleted: 8
  • Previous Release: v0.3.26

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Release v0.3.26

16 Apr 20:15
@github-actions github-actions
v0.3.26
7a199bd

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Release v0.3.26

RoboLedger App v0.3.26

Summary
This release refactors task monitoring to use a consistent operationId pattern and upgrades the core client library, improving the reliability of connection status tracking and background operation handling across the platform.

✨ Improvements

  • Connections page reliability — Task and operation tracking on the Connections page now uses a unified operationId identifier, resulting in more consistent real-time status updates when linking financial accounts.
  • Upgraded platform client — Updated @robosystems/client to v0.3.5, bringing enhanced features and improved compatibility with backend services.

⚠️ Breaking Changes

  • task_id replaced with operationId — All task monitoring hooks and related content now reference operationId instead of task_id. Any custom integrations or extensions relying on the previous task_id field will need to be updated accordingly.

🔧 Technical Changes

  • Core library cleanup — Removed redundant ESLint, .gitignore, and .prettierignore configs from src/lib/core/, streamlining the internal library structure and reducing unnecessary files (net -212 lines).
  • Dependency streamlining — Simplified src/lib/core/package.json scripts and dependencies for a leaner build footprint.
  • Subtree split for core library — Extracted src/lib/core/ into its own commit history for better modularity and future maintainability.
  • Improved documentation — Enhanced the core library README.md with clearer component descriptions and usage guidance.

🐛 Bug Fixes

  • Fixed potential inconsistencies in background operation tracking where mismatched task identifiers could cause connection status indicators to fall out of sync.

PR: #110 · Files changed: 10 · Net lines removed: 212

📊 Release Statistics

  • Commits: 8
  • Files Changed: 10
  • Components Updated: 3
  • Pages Updated: 1
  • Styles Updated: 0
  • Lines Added: 134
  • Lines Deleted: 346
  • Previous Release: v0.3.25

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Release v0.3.25

16 Apr 09:46
@github-actions github-actions
v0.3.25
d7b07c5

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Release v0.3.25

RoboLedger App v0.3.25

Summary: This release enhances the landing page experience with a new Workflow section and improved AI Reporting content, while refactoring the SDK integration layer from "extensions" to "clients" for better consistency and maintainability across the entire application.

✨ Features & Improvements

  • New Workflow Section on Landing Page — Added a dedicated WorkflowSection component to better showcase RoboLedger's end-to-end financial reporting workflow for prospective users.
  • Enhanced AI Reporting Section — Redesigned the AI Reporting landing section with improved UI elements, clearer descriptions, and more compelling feature messaging.
  • Refined Features Section — Updated titles and descriptions across the Features section for improved clarity and relevance to financial reporting use cases.

⚠️ Breaking Changes

  • SDK method renames for Reports module — Report-related API calls have been renamed for clarity:

    • clients.reports.statement → clients.reports.getStatement
    • clients.reports.create → clients.reports.createReport
    • clients.reports.share → clients.reports.shareReport

    This is an internal SDK change and does not affect end-user functionality, but custom integrations referencing these methods will need to be updated.

🔧 Technical Changes

  • SDK Integration Refactor (extensions → clients) — Replaced all references to extensions with clients across the entire codebase (25+ files), aligning with the updated @robosystems/client SDK structure. This improves naming consistency and long-term maintainability.
  • Dependency Update — Upgraded @robosystems/client to v0.3.3, bringing improved functionality and compatibility. Added required graphql and graphql-request peer dependencies.
  • Improved Error Messaging — Refined error messages in the auth-core and content modules for better accuracy and debugging clarity.
  • Import Order Standardization — Reorganized imports across multiple components for consistent code structure and improved readability.
  • Test Coverage Maintained — Updated tests across ledger close components, entity selector, console, and streaming query hooks to reflect the refactored SDK integration.

🐛 Bug Fixes

  • Fixed error messages in authentication and content modules that referenced outdated module names, improving the accuracy of error reporting for troubleshooting.

PR: #109 · Files Changed: 42 · Commits: 14

📊 Release Statistics

  • Commits: 14
  • Files Changed: 42
  • Components Updated: 29
  • Pages Updated: 25
  • Styles Updated: 0
  • Lines Added: 372
  • Lines Deleted: 190
  • Previous Release: v0.3.24

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Release v0.3.24

15 Apr 02:21
@github-actions github-actions
v0.3.24
b1468ae

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Release v0.3.24

RoboLedger App v0.3.24

Summary: This release overhauls the GraphQL client for more reliable authentication and data fetching, introduces enhanced markdown rendering with table support in search, and refines the Closing Book workflow with improved sidebar navigation and content panels.

✨ Features & Improvements

  • Closing Book workflow enhancements — Redesigned sidebar navigation and content panels (Account Rollups, Trial Balance, Period Close, Schedule, and Statement panels) for a more streamlined month-end close experience
  • Semantic search with rich markdown support — Search results now render GitHub Flavored Markdown (GFM) including properly formatted tables for improved readability
  • Subscription tier upgrade flow — New in-app upgrade experience in the billing section with real-time progress monitoring during tier transitions
  • Entity handling refactor — Improved entity selector dropdown and entity management pages for more consistent behavior across the application

🔧 Technical Changes

  • GraphQL client overhaul (#108) — Refactored RoboSystemsAuthClient to synchronize auth tokens with SDK extensions, ensuring React hooks remain authenticated across navigation and session transitions
  • Dependency updates — Upgraded @robosystems/client to v0.3.1; added remark-gfm for markdown table rendering
  • Test data alignment — Migrated mock data in Closing Book tests from snake_case to camelCase to match GraphQL response structure, preventing silent failures in item selection
  • Storage usage simplification — Refactored UsageContent to use instance-level storage limits from the service offerings context, removing redundant storage usage handling

🐛 Bug Fixes

  • Fixed silent failures in Closing Book item selection caused by field name mismatches between mock data and GraphQL schema
  • Resolved authentication token propagation issues where React hooks could lose auth state during page transitions
  • Streamlined error logging for SDK extensions configuration failures to reduce noisy console warnings

⚠️ Breaking Changes

  • GraphQL response field names are now consistently camelCase — any downstream consumers or custom integrations relying on snake_case field names from the Closing Book API responses will need to update accordingly

📊 Release Statistics

  • Commits: 33
  • Files Changed: 29
  • Components Updated: 20
  • Pages Updated: 20
  • Styles Updated: 0
  • Lines Added: 1159
  • Lines Deleted: 729
  • Previous Release: v0.3.23

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Release v0.3.23

13 Apr 16:49
@github-actions github-actions
v0.3.23
288e2da

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Release v0.3.23

RoboLedger App v0.3.23

A major release focused on the Closing Book workflow and enhanced ledger management, giving accounting teams a streamlined fiscal close experience with new navigation, panels, and reporting capabilities.

✨ New Features

  • Closing Book — Introduced a full-featured fiscal close workspace (/ledger/close) with sidebar navigation and multiple content panels including Account Rollups, Trial Balance, Schedule, Statement, and Period Close views (#106, #107)
  • View Mode Toggle — Added the ability to switch between different data views within the Closing Book for flexible analysis
  • Schedules Page — New dedicated Schedules section under Ledger with its own content view and sidebar navigation entry (#105)
  • Publish Lists — Added a Publish Lists feature under Reports, enabling users to manage and share report distribution lists (#104)
  • Period Presets — Introduced period preset functionality in the Report Builder for quicker report configuration
  • Chart of Accounts Enhancements — Added account code display and sorting capabilities for easier account navigation and organization

⚠️ Breaking Changes

  • Account Mappings removed — The /ledger/account-mappings and /ledger/mappings routes have been removed and replaced by /ledger/close and /ledger/schedules. Update any bookmarks or direct links accordingly.

🛠 Improvements

  • Sidebar Navigation — Updated sidebar configuration to reflect new Closing Book, Schedules, and Publish Lists sections for clearer wayfinding
  • Currency Formatting — Refactored currency formatting across components for consistency and improved readability
  • Accessibility — Enhanced accessibility attributes in Schedules content and table components
  • Report Descriptions — Improved formatting of report descriptions for better clarity in the Reports UI
  • Table Key Generation — Improved TableRow key generation for more reliable list rendering

📦 Technical Changes

  • Test Coverage — Added comprehensive test suites for all new Closing Book components (7 new test files)
  • Dependency Updates
    • @robosystems/client → v0.2.44
    • eslint-config-next → 16.2.2
    • @aws-sdk/client-sns → 3.1021.0
  • CI/CD — Upgraded GitHub Actions (actions/setup-node v6, docker/login-action v4, softprops/action-gh-release v2)
  • Code Cleanup — Removed deprecated ledger query module and unused account mapping components; streamlined core library exports

🐛 Bug Fixes

  • Fixed inconsistent period preset return statements that could cause unexpected behavior in the report builder
  • Resolved table row rendering issues caused by non-unique key generation

📊 Release Statistics

  • Commits: 34
  • Files Changed: 42
  • Components Updated: 28
  • Pages Updated: 31
  • Styles Updated: 0
  • Lines Added: 6640
  • Lines Deleted: 2971
  • Previous Release: v0.3.22

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Release v0.3.22

31 Mar 03:11
@jfrench9 jfrench9
v0.3.22
59e7966

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Release v0.3.22

RoboLedger App v0.3.22

Summary: This release delivers a streamlined ledger and reporting experience with inline GAAP mapping directly in Chart of Accounts, improved entity management workflows, and a polished, consistently themed modal system across the application.

✨ Features & Improvements

  • Inline GAAP Mapping in Chart of Accounts — Removed the standalone "Mappings" page from sidebar navigation and introduced a GAAP dropdown directly within the Chart of Accounts view, enabling faster mapping workflows without context switching
  • Enhanced Report Builder — Improved state management and error handling across the Reports and Report Viewer components for a more reliable report creation experience
  • Entity Management Overhaul — Refined entity editing, improved parent entity loading in the entity selector, and added better graph context handling for smoother multi-entity workflows
  • Connection & OAuth Improvements — Added success toast notifications for OAuth callbacks (e.g., QuickBooks), improved entity loading logic in connections, and streamlined callback management
  • Landing Page Refresh — Updated layout and styling across Hero, Features, Platform, and CTA sections to reflect the "AI-Native Financial Reporting" brand positioning, including new floating element visuals

🎨 UI/UX Enhancements

  • Consistent Modal Theming — Applied a unified custom theme to all modal components across connections, account mappings, and confirmation dialogs for a cohesive look and feel
  • Improved Button Arrangement — Refined button layout in delete confirmation modals for clearer user intent
  • Simplified Sidebar Navigation — Removed redundant "Mappings" nav item, reducing clutter in the ledger section

⚠️ Breaking Changes

  • "Mappings" sidebar route removed — The /ledger/mappings standalone page is no longer accessible via navigation; GAAP mapping functionality has moved inline to Chart of Accounts. Direct bookmarks to the old route may no longer work as expected
  • Graph creation components removed — GraphLimitForm, GraphLimitModal, GraphCreationModal, GraphCreationWizard, and related components have been deleted; any external references to these will break

🔧 Technical Changes

  • Dependency Updates — Upgraded @robosystems/client to v0.2.40 and brace-expansion to patched versions (1.1.13 / 2.0.3) for improved stability and security
  • Graph State Management Refactor — Ledger components now handle graph state more efficiently, reducing unnecessary re-renders
  • Git Hooks & Code Quality — Added pre-commit hooks and .prettierignore for consistent code formatting enforcement across the team
  • Test Coverage — Added new test suites for EntitySelectorDropdown and entities content; enhanced SignInForm tests to verify SSO redirection behavior with and without returnUrl
  • Core Library Split — Extracted and reorganized src/lib/core/ for improved modularity and maintainability

🐛 Bug Fixes

  • Fixed error handling in Mappings and Reports components that could cause silent failures during data loading
  • Removed stray console.log in TablesContent that leaked debug output to the browser console
  • Resolved entity loading race conditions in connections by improving callback management and leveraging refined loading logic

📊 Release Statistics

  • Commits: 48
  • Files Changed: 63
  • Components Updated: 52
  • Pages Updated: 21
  • Styles Updated: 1
  • Lines Added: 3839
  • Lines Deleted: 5070
  • Previous Release: v0.3.21

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Release v0.3.21

26 Mar 05:30
@jfrench9 jfrench9
v0.3.21
d9e4cde

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Release v0.3.21

RoboLedger App v0.3.21

Summary: This release introduces document search functionality across the application and improves the reliability of core ledger components including Chart of Accounts, Transactions, and Trial Balance.

✨ New Features

  • Document Search — Added a new search page accessible from the sidebar, enabling users to quickly find documents and records across the platform (#89)
  • Updated App Branding — Refreshed application title and description for clearer communication of RoboLedger's capabilities

🔧 Improvements

  • Ledger Components Overhaul — Refactored Chart of Accounts, Transactions, and Trial Balance views with improved data handling, better loading states, and more reliable rendering
  • Trial Balance Type Safety — Improved account type handling in Trial Balance to prevent display issues with certain account categories
  • Transactions Rendering — Cleaned up Transactions view rendering logic for more consistent display
  • Sidebar Navigation — Updated sidebar configuration to include the new search functionality for easier discoverability

🏗️ Technical Changes

  • Upgraded @robosystems/client dependency to v0.2.36 with latest API model support
  • Migrated GitHub Actions build workflow from Docker registry cache to GitHub Actions cache for faster CI/CD builds (#88)
  • Removed unnecessary useEffect dependency in Trial Balance to prevent redundant re-renders
  • Core library updated with multiple upstream changes for improved search and console components
  • Cleaned up and modernized package-lock.json dependency tree

⚠️ Breaking Changes

None identified in this release.

🐛 Bug Fixes

  • Fixed potential rendering issue in Transactions view caused by incorrect fragment imports
  • Resolved type casting issue in Trial Balance where account_type could display incorrectly or cause errors when null

📊 Release Statistics

  • Commits: 29
  • Files Changed: 19
  • Components Updated: 14
  • Pages Updated: 7
  • Styles Updated: 0
  • Lines Added: 978
  • Lines Deleted: 418
  • Previous Release: v0.3.20

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Release v0.3.20

22 Mar 05:50
@jfrench9 jfrench9
v0.3.20
82652cf

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Release v0.3.20

RoboLedger App v0.3.20

A maintenance release focused on dependency alignment and CI workflow improvements. No user-facing changes are included in this update.

🔧 Technical Changes

  • Dependency updates: Aligned package versions in package.json and package-lock.json to ensure consistent builds and resolve potential compatibility issues (#86)
  • CI/CD improvement: Added pull request permissions to the create-pr GitHub Actions workflow, improving the reliability of the automated PR creation process

⚠️ Breaking Changes

None.

🐛 Bug Fixes

No user-facing bug fixes in this release.

This is a housekeeping release with no UI, performance, or functional changes. Users will not notice any differences in behavior.

📊 Release Statistics

  • Commits: 4
  • Files Changed: 3
  • Components Updated: 0
  • Pages Updated: 0
  • Styles Updated: 0
  • Lines Added: 16
  • Lines Deleted: 25
  • Previous Release: v0.3.19

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Release v0.3.19

22 Mar 05:19
@jfrench9 jfrench9
v0.3.19
a8760cd

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Release v0.3.19

RoboLedger App v0.3.19

A maintenance and infrastructure hardening release focused on dependency upgrades, CI/CD security improvements, and a sign-up experience fix.

✨ Features & Improvements

  • Improved sign-up experience: Strengthened password validation feedback and fixed an issue where email verification could be triggered multiple times, ensuring a smoother registration flow.

🐛 Bug Fixes

  • Fixed duplicate email verification attempts during account registration, preventing confusing repeated verification emails.
  • Improved password strength checking performance in the sign-up form by optimizing how the auth client is referenced.

🔧 Notable Technical Changes

  • Node.js runtime upgrade: Docker image updated to Node.js 22.22.1 (Alpine 3.23) with system-level security package upgrades.
  • Dependency updates:
    • eslint-config-next 15.5.14 → 16.2.1
    • prettier-plugin-tailwindcss 0.6.14 → 0.7.2
    • jsdom 26.1.0 → 29.0.1
    • AWS SDK and Smithy dependencies upgraded for improved compatibility and performance.
  • CI/CD hardening: All GitHub Actions workflows updated with explicit permissions and upgraded action versions (actions/checkout v6, aws-actions/configure-aws-credentials v6, docker/setup-buildx-action v4, docker/setup-qemu-action v4, astral-sh/setup-uv v7).
  • Automated dependency management: Added Dependabot configuration for ongoing npm and GitHub Actions dependency monitoring.
  • Development dependency cleanup: Correctly marked multiple packages as dev-only dependencies, reducing production bundle overhead.

⚠️ Breaking Changes

None.

📊 Release Statistics

  • Commits: 25
  • Files Changed: 16
  • Components Updated: 0
  • Pages Updated: 0
  • Styles Updated: 0
  • Lines Added: 1419
  • Lines Deleted: 1182
  • Previous Release: v0.3.18

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