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52 changes: 52 additions & 0 deletions CHANGELOG.md
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Expand Up @@ -5,6 +5,58 @@ All notable changes to this project will be documented in this file.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/),
and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).

## [2.0.0-beta.1] - 2026-07-11

Codename: Ailanthus, first of the tree-name series.

### Added

- AI assistant that can act, not just answer: confirm-before-write actions, live
turn progress streamed over websockets, and canvas reports it can render,
update, and export
- Assistant turns attached documents such as bank statements into reviewable
imports
- Admins can run system-wide AI chat queries
- Per-user agent token-usage metrics
- Model Context Protocol server: external AI clients (Claude Desktop, Cursor)
read and act on a user's finance data with tokens the user issues, across
wallet, transaction, category, party, and stats tools
- CAMT.053 bank-statement import plugin
- Statement fees recorded as linked charges on import
- Intent tagging, financial position, and asset holdings
- Exchange-rate and asset-price endpoints
- Entitlements seam for gating features, limits, and metered usage
- Integrations registry and listing endpoint, with integrations describing their
own client UI
- Admin console with engagement metrics and outreach
- Admin status exposed in the user payload
- Delivery: hosted-image build, a per-commit image on merge and latest on
release, staging deploys, and local docker queue processing

### Changed

- After you confirm an action, the assistant carries on with your original
request and completes the step that needed the new record
- Smarter statement imports: statement fields are matched by reading the header
rather than fixed positions, so values map to the right fields
- Bulk outreach sends are queued
- Country preference key renamed to `country`

### Fixed

- SmartQL AI queries are scoped to the requesting tenant
- Budgets track spend accurately across currencies, using the right conversion
rate and direction and auto-converting transactions in another currency
- Holdings and stats return a consistent response envelope
- The API docs report the running app version
- Authenticated requests are rate-limited per user

### Performance

- Faster chat turns: two model round-trips dropped from each turn
- Faster stats: transaction relations come from already-loaded data, and
sections load progressively

## [1.1.2] - 2026-05-18

### Fixed
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4 changes: 2 additions & 2 deletions RELEASES.md
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Expand Up @@ -2,7 +2,7 @@

Trakli releases are codenamed after **trees**, one per release, walking the
alphabet from A to Z and then starting over. The version number stays semantic
(for example `v1.2.0-beta`); the codename is the human name carried in the
(for example `v2.0.0-beta`); the codename is the human name carried in the
release notes and used to talk about a release.

The same codename is shared across the Trakli repositories (webservice, ui,
Expand All @@ -11,7 +11,7 @@ everywhere.

| Version | Codename | Notes |
|---------|----------|-------|
| v1.2.0-beta | Ailanthus | The AI-forward beta: its name starts with "AI", and the tree is known as the tree of heaven. |
| v2.0.0-beta | Ailanthus | The AI-forward beta: its name starts with "AI", and the tree is known as the tree of heaven. |

Upcoming letters: Birch, Cedar, Dogwood, Elm, Fir, Ginkgo, Hazel, Ironwood,
Juniper, Katsura, Larch, Maple, Nyssa, Oak, Pine, Quince, Redwood, Spruce,
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2 changes: 1 addition & 1 deletion composer.json
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@@ -1,6 +1,6 @@
{
"name": "trakli/webservice",
"version": "1.1.2",
"version": "2.0.0-beta.1",
"type": "project",
"description": "Trakli Webservice",
"keywords": [
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2 changes: 1 addition & 1 deletion public/docs/api.json
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Expand Up @@ -2,7 +2,7 @@
"openapi": "3.0.0",
"info": {
"title": "Trakli API",
"version": "1.1.2"
"version": "2.0.0-beta.1"
},
"servers": [
{
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