🛠 CHANGELOG

Built in public. Shipped weekly.

Every feature, polish pass, and fix we ship to Clarity Books AI — most recent first.

Current: v1.0.0│Status: ● operational
v1.0.0
STABLE
April 23, 2026

Clarity Books AI goes 1.0.

Public launch. Everything below is now in production — banks, AI, SMS, reports, year-end packets, and the admin impersonation workflow.

  • NEWExpanded landing footer — Product, Resources, Company, Legal, and socials.
  • NEWNew pages: Blog, Help center, Bookkeeping guides, Changelog.
  • POLISHPricing “Start free” CTAs now route to /signup with the correct plan slug.
  • POLISHSecurity section on the landing page scrolls smoothly; back buttons added on sub-pages.
v0.9.4
POLISH
April 14, 2026

Thursday SMS reports + copy pass.

Every client now gets a short Thursday recap by SMS. We also trimmed balance-sheet and bookkeeper-review copy that was confusing new users.

  • NEWWeekly Thursday 9 AM SMS digest — revenue, top expense categories, pending items.
  • CHANGERemoved “balance sheet” and “bookkeeper review” language from the landing page — out of scope for v1.
  • FIXConsistent 24px spacing between hero and trust bar on /pricing.
v0.9.3
SECURITY
April 5, 2026

Public-page whitelist + proxy hardening.

We fixed a bug where the auth proxy was challenging public pages for a session, occasionally redirecting anonymous visitors to /login.

  • FIXProxy whitelist now includes /, /pricing, /privacy, /terms, /security, /help, /guides, /changelog, /cookies, /dpa.
  • POLISHVisual separation between the Security section and the following section on the landing page.
v0.9.2
INTEGRATION
March 28, 2026

Plaid production questionnaire submitted.

We submitted our production access questionnaire to Plaid. Sandbox remains fully functional while we wait for approval.

  • CHANGEPlaid Link upgraded to production client config; sandbox fallback retained.
  • NEWBank-connection status now shows reconnection hints when Plaid’s item enters login_required.
v0.9.1
AI
March 18, 2026

Learned rules get smarter, quieter.

We tightened the rule-matching logic so the AI fires learned rules more aggressively when confidence is high, and asks more thoughtful questions when it isn’t.

  • NEWLearned rules now key on normalized vendor (strips store numbers, terminals, cities).
  • NEWConfidence display on every transaction — green ≥ 90, amber 60–89, red < 60.
  • FIXPrevented duplicate SMS questions within the same 6 PM batch.
v0.9.0
MILESTONE
March 1, 2026

Admin “View as client” goes live.

One-click impersonation from the admin dashboard. A purple banner appears at the top so there’s no confusion about whose books you’re inside.

  • NEWAdmin → Clients → “View books” launches impersonation via ?viewAs=[clientId].
  • NEWViewAsClientBanner — purple, sticky, with a one-click exit.
  • CHANGEAll client-zone API routes now verify admin caller before honoring viewAs.

Built for the long haul.

Check back here any time to see what we’re shipping. Have a feature request? Email the founder directly.

brayden@claritybooksai.com
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