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Changelog

All notable changes to CalcBridge are documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[1.0.0] - 2025-01-15

Initial Release

CalcBridge v1.0.0 is the first production-ready release of the enterprise Excel calculation platform.

Core Features

Multi-Tenant Architecture

  • Row-Level Security (RLS) for complete tenant isolation
  • Subscription tiers (Free, Starter, Professional, Enterprise)
  • Configurable rate limiting per tier
  • Tenant-scoped API keys for service-to-service communication

Excel Processing

  • Upload and parse Excel files (.xlsx, .xls, .xlsm)
  • Automatic header detection with manual override
  • Column type inference with validation
  • Support for files up to 100MB
  • Background processing for large files via Celery

Formula Engine

  • AST-based formula parser with safe expression evaluation
  • 100+ Excel functions supported
  • Vectorized operations with numpy/pandas for performance
  • Secure calculation execution without arbitrary code execution

Supported Excel Functions

  • Logical: IF, IFS, IFERROR, IFNA, AND, OR, NOT, XOR, SWITCH, CHOOSE, LET
  • Lookup: VLOOKUP, HLOOKUP, XLOOKUP, INDEX, MATCH, XMATCH, OFFSET, INDIRECT
  • Math: SUM, SUMIF, SUMIFS, SUMPRODUCT, ROUND, ABS, MOD, POWER, SQRT
  • Statistical: COUNT, COUNTA, COUNTIF, COUNTIFS, AVERAGE, MIN, MAX, MEDIAN
  • Text: CONCATENATE, CONCAT, TEXTJOIN, LEFT, RIGHT, MID, LEN, TRIM
  • Date: DATE, TODAY, NOW, YEAR, MONTH, DAY, DATEDIF, EDATE, EOMONTH
  • Information: ISBLANK, ISERROR, ISERR, ISNA, ISTEXT, ISNUMBER

CLO Analytics

  • Servicer-agnostic data ingestion
  • Configurable column alias profiles
  • Schema drift detection and diagnostics
  • Mapping configuration API and UI

Authentication & Authorization

  • JWT-based authentication with refresh tokens
  • Role-based access control (Owner, Admin, Analyst, Viewer)
  • API key authentication for integrations
  • Token revocation and force logout

API

  • RESTful API with OpenAPI 3.0 documentation
  • Paginated list endpoints with filtering
  • Batch operations for calculations
  • WebSocket support for real-time updates

Security

  • AES-256-GCM encryption for PII data
  • SQL injection prevention (parameterized queries)
  • XSS protection (input sanitization)
  • Security headers (HSTS, CSP, X-Frame-Options)
  • Insecure default detection in production

Observability

  • Prometheus metrics at /metrics
  • OpenTelemetry tracing integration
  • Sentry error tracking integration
  • Structured JSON logging with correlation IDs

Background Processing

  • Celery task queue with multiple worker types
  • Dead Letter Queue (DLQ) for failed tasks
  • Configurable retry policies with exponential backoff
  • Task progress tracking

Infrastructure

Database

  • PostgreSQL 16 with JSONB storage
  • Flyway-style SQL migrations
  • Connection pooling with health checks
  • SSL/TLS support

Caching

  • Valkey (Redis-compatible) for caching
  • Session storage and token blocklist
  • Rate limit counters
  • Calculation result caching

Deployment

  • Docker and Docker Compose support
  • Multi-stage Dockerfile for optimized images
  • Health check endpoints (liveness, readiness)
  • Configurable via environment variables

Documentation

  • MkDocs Material documentation site
  • Getting Started guides
  • API reference with examples
  • Developer guides for contributors
  • Role-based user guides

[Unreleased]

Planned Features

v1.1.0 (Planned)

  • Workbook export to Excel (.xlsx)
  • Real-time collaboration via WebSocket
  • Advanced caching strategies
  • Custom formula definitions
  • Audit log viewer UI

v1.2.0 (Planned)

  • Kubernetes deployment manifests
  • Helm chart for easy deployment
  • Horizontal pod autoscaling
  • Read replica support for PostgreSQL

v2.0.0 (Planned)

  • Python formula extensions
  • Custom function builder UI
  • Multi-region deployment support
  • Data warehouse integrations

Versioning Policy

CalcBridge follows Semantic Versioning:

  • MAJOR (X.0.0): Breaking API changes
  • MINOR (0.X.0): New features, backward compatible
  • PATCH (0.0.X): Bug fixes, backward compatible

Deprecation Policy

  • Features are deprecated for at least one minor version before removal
  • Deprecated features are documented in release notes
  • Migration guides are provided for breaking changes

Release Schedule

  • Patch releases: As needed for bug fixes
  • Minor releases: Monthly feature releases
  • Major releases: Annually or when breaking changes are necessary

Upgrade Guide

Upgrading from 0.x to 1.0.0

If you are upgrading from a pre-release version:

  1. Backup your database: 

    pg_dump calcbridge > backup_pre_1.0.sql

  2. Apply new migrations: 

    for migration in db/migrations/V*.sql; do
  psql -U calcbridge -d calcbridge -f "$migration"
done

  3. Update environment variables:

  4. JWT_SECRET_KEY now required in production
  5. ENCRYPTION_MASTER_KEY now required in production

  6. DATABASE_SSL_MODE=verify-full recommended for production

  7. Restart all services: 

    docker compose down
docker compose up -d

Release Notes Template

For future releases, use this template:

## [X.Y.Z] - YYYY-MM-DD

### Added
- New features

### Changed
- Changes in existing functionality

### Deprecated
- Soon-to-be removed features

### Removed
- Removed features

### Fixed
- Bug fixes

### Security
- Security fixes