v1.1.0
2025-11-26 (Completed on develop branch)
Added
- PostgreSQL database for permanent report storage (Render hosted)
- Database models: User, Report, Company, Feedback, AuditLog
- Alembic migration system for schema management
- "My Reports" dashboard with search and filtering
- Report archive (soft delete) feature for users
- Database-backed feedback system
- Hidden system info collection on feedback form
- cache_report_id field for file-based report compatibility
Changed
- Migrated report storage from file cache to PostgreSQL
- Migrated feedback storage to database
- "Last Activity" metric changed to "Last Report" (shows most recent report date)
- Confidence scores now capped at 95% maximum (valuations inherently have uncertainty)
- Industry column now properly displays NAICS title
Technical
- SQLAlchemy 2.0 session management patterns
- Service layer architecture (user_service, report_service, feedback_service)
- Graceful fallback to file cache if database unavailable
v1.0.6
2024-11-17 (Completed on develop branch)
Latest
Added
- Public changelog page at /changelog with beautiful formatting
- Feedback system at /feedback for bug reports and feature requests
- Version display footer on all user-facing pages
- Link to "What's New" changelog from all pages
Changed
- Reordered margin benchmarks to show numbers first, explanation after
- Improved report readability per user feedback
Documentation
- Comprehensive product roadmap through v2.5.0
- GitHub issue templates (feature request, bug report, epic)
- Pull request template with quality checklist
- Professional development workflow guidelines
v1.0.5
2024-11-17 (PRODUCTION on main branch)
Added
- Claude AI inference system as intelligent fallback when website scanning fails
- Adaptive AI prompts that adjust based on business name characteristics (descriptive/partial/generic)
- Industry term extraction rules for partially descriptive business names (e.g., "Analytics" → BI, modeling, reporting)
- Explicit examples in AI prompts to ensure detailed, specific business analysis
- Enhanced business model and revenue stream analysis requirements
- Test suite for AI inference quality validation (test_claude_inference.py, test_stratford_full.py)
Changed
- Replaced fragile search engine scraping (Google/DuckDuckGo) with AI inference using Claude's training data
- Improved confidence messaging to use positive, professional framing ("best-fit comps" vs "quality comps")
- Enhanced NAICS classification inference with better industry pattern recognition
- Confidence score explanations now focus on strengths rather than limitations
- Website scan error messages now indicate AI inference usage instead of search fallbacks
- Performance improved 3x (1-2s vs 3-5s for fallback analysis)
Removed
- Google search fallback scraping functionality (~150 lines)
- DuckDuckGo search fallback scraping functionality (~150 lines)
- Complex HTML parsing logic for search engine results
- Bot detection workaround code
Fixed
- Poor quality analysis from search engine fallbacks (vehicle listings, generic results)
- Town & Country Ford misclassification (now correctly identified as Ford dealership with 95% confidence)
- Stratford Analytics vague results (now provides 6+ specific services with 75% confidence)
- Undermining confidence language that reduced user trust in valuations
- Generic business summaries lacking specificity and detail
Performance
- Reduced fallback analysis time from 3-5s to 1-2s
- Eliminated 80% of bot detection errors
- Increased confidence scores: descriptive names 70% → 95%, partial names 25% → 75%
v1.0.4
Added
- Manual business information entry option with "Skip Website Scan" checkbox
- Edit mode for reviewing and modifying existing valuations
- Automatic version tracking for edited reports with AI-generated change notes
- Settings page placeholder (coming soon functionality)
- Conditional Step 2 UI that adapts to manual vs automatic entry mode
- Enhanced NAICS 6-digit inference with improved AI prompting
- Official Census NAICS sector list with proper range handling (31-33, 44-45, 48-49)
- Auto-tag prioritization system (industry changes prioritized over timeline tags)
- Combined Valuation dashboard with proper calculation logic
Changed
- Step 2 form heading now dynamically reflects entry mode context
- Strengthened AI prompts for more specific 6-digit NAICS code selection
- Improved confidence scoring tier explanations
- Enhanced website scan failure handling with better user guidance
- Navigation consistency improved across all pages
- Business Intent section formatting standardized
Fixed
- Combined Valuation dashboard calculation errors
- Auto-tag comp count false positives
- Business Intent display formatting issues
- NAICS range handling in AI inference (now properly recognizes 31-33, 44-45, 48-49)
- Form submission flow when skipping website analysis
User Experience
- Users can now choose between automatic website scanning or manual data entry
- Edit mode preserves full analysis history with version notes
- Clear indicators when website scanning is skipped
- More intuitive Step 2 navigation based on user's chosen entry method
v1.0.3
Added
- Three-step progressive disclosure form (Business → Details → Intent)
- Smart form state management with session persistence
- Enhanced NAICS classification system with 6→5→4→2 digit progressive fallback
- Confidence scoring system with AI-generated explanations
- Visual step indicators and progress tracking
- "Get Started" landing page with clear value proposition
- Account History dashboard with filterable report list
- AI-powered confidence score explanations based on NAICS precision and comp count
Changed
- Split monolithic form into logical, digestible steps
- Reorganized information architecture for better user flow
- Enhanced visual hierarchy with consistent styling
- Improved mobile responsiveness across all form steps
- Consolidated similar fields to reduce cognitive load
- Streamlined navigation between form steps
Fixed
- Form abandonment issues due to overwhelming single-page design
- User confusion about required vs optional fields
- Mobile usability problems with long form
- State management issues when users navigated between pages
- NAICS code selection ambiguity
User Experience
- Reduced perceived form complexity
- Clear progress indication throughout valuation process
- Improved completion rates with step-by-step approach
- Better error handling and validation feedback
- Enhanced accessibility with proper form labels and ARIA attributes
v1.0.2
Added
- Auth0 authentication and user management
- User session handling with secure cookies
- Protected routes requiring authentication
- Basic report generation functionality
Changed
- Migrated from local authentication to Auth0
- Updated UI with modern Bootstrap styling
- Improved security with OAuth 2.0
Fixed
- Session persistence issues
- Authentication redirect loops
v1.0.1
Added
- Claude AI integration for business analysis
- Basic NAICS code classification
- Simple valuation calculations
Fixed
- Initial deployment bugs
- Configuration issues
v1.0.0
Added
- Initial release of IQExit business valuation platform
- Basic Flask web application structure
- Company information input form
- Simple report generation
- Core valuation engine with deal range calculations
- [Unreleased]: https://github.com/eriktaylorphd/IQExit_simplified/compare/v1.1.0...HEAD
- [1.1.0]: https://github.com/eriktaylorphd/IQExit_simplified/compare/v1.0.6...v1.1.0
- [1.0.6]: https://github.com/eriktaylorphd/IQExit_simplified/compare/v1.0.5...v1.0.6
- [1.0.5]: https://github.com/eriktaylorphd/IQExit_simplified/compare/v1.0.4...v1.0.5
- [1.0.4]: https://github.com/eriktaylorphd/IQExit_simplified/compare/v1.0.3...v1.0.4
- [1.0.3]: https://github.com/eriktaylorphd/IQExit_simplified/compare/v1.0.2...v1.0.3
- [1.0.2]: https://github.com/eriktaylorphd/IQExit_simplified/compare/v1.0.1...v1.0.2
- [1.0.1]: https://github.com/eriktaylorphd/IQExit_simplified/compare/v1.0.0...v1.0.1
- [1.0.0]: https://github.com/eriktaylorphd/IQExit_simplified/releases/tag/v1.0.0