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Changelog

[2026-02-21]​

  • Documentation: Docusaurus 3 MDX Compliance
    • New Skill: Created .agent/skills/docusaurus_compliance/SKILL.md to centralize formatting rules (MDX escaping, {} enforcement, and last_update metadata syntax).
    • Rule Integration: Updated .agent/rules/05_docs.md to enforce the new Docusaurus 3 compliance skill when modifying the docs/ folder.
    • Entry Point: Created docs/README.md as the mandatory root page to integrate smoothly into the centralized Docusaurus portal.
    • Fixes: Verified MDX syntax in docs/tests.md ensuring all Graffe {} are correctly escaped \{ \}.

[2026-02-20]​

  • Infrastructure: Repository Migration & Identity Standardization
    • Migration: Moved remote repository from miziodel/wep_budgetcontracts to wep-dt/wep_budgetcontracts.
    • Identity: Configured dedicated SSH host alias github-contractbudgets-miziowep in ~/.ssh/config for account miziowep.
    • Local Configuration: Applied repository-level Git user.name ("miziowep") and user.email ("miziowep@github") to ensure correct commit attribution.

[2026-02-07]​

  • Infrastructure: Workspace Performance & Agent Stability

    • Fix: Resolved "Agent timeout" issue caused by Active Documents in gitignored paths (csv/zoho_import/unified/).
    • Analysis: Identified "Ghost File" behavior in IDE context reporting (closed tabs still reported as active).
    • Workaround: Implemented targeted whitelist in .gitignore using unified/* pattern to bypass IDE-induced context crashes.
    • Documentation: Added comprehensive troubleshooting guide for workspace performance in knowledge base.

  • Infrastructure: Global Configuration Integration & Standardization

    • Organization: Renamed memory-bank/ to docs/ globally (files, links, and agent configurations).
    • Terminology: Unified project nomenclature: Stream (Legacy: Initiative), Bucket (Legacy: Budget_Master), Domain (Legacy: Area).
    • Workflows: Imported global cleanup-session.md and refactored archive_session.md as a streamlined, looping-safe wrapper.
    • Rules: Slimmed down .agent/rules/ by delegating general methodology to global user_global and removing redundant 90_git_protocol.md.
    • Documentation: Created a complete suite of new docs: glossary.md, ui_ux.md, disaster_recovery.md, and user_guide.md.
    • ADR: Formalized architecture in docs/adr/ (FIFO Erosion, Rolling Budget, Terminological Pivot).

  • Technical Consolidation: Skill Migration & Clean-up

    • Skill: zoho_architect: Migrated all Deluge reference, UI patterns, and platform limits from zohoReference.md.
    • Skill: zoho_simulation: Encapsulated the logic_engine.py simulation engine and Behave testing framework.
    • Skill: etl_integrity: Consolidated all ETL transformation rules and import order manuals.
    • Integrity: Repaired all internal links in docs/ and corrected stale paths to logic_engine.py.

  • Reporting: Controller Reporting Pack v3 (Phase 2 - Analytics)

    • Pivot: Shifted implementation from Zoho Creator ZML/Widgets to Zoho Analytics to overcome platform UI limitations.
    • Verification: Mathematically verified KPI logic via tests/simulate_kpi_cards.py.
    • Documentation: Created permanent docs/analytics_setup_guide.md for long-term maintenance.

[2026-01-14]​

  • Infrastructure: Antigravity Protocol Refactoring
    • Rules: Split monolithic 00_project_protocol.md into atomic 00_identity.md, 10_memory_bank.md, 20_tdd_protocol.md, and 90_git_protocol.md.
    • Workflows: Created load_context.md, finalize_task.md, run_etl.md, run_tests.md, archive_session for automation.
    • Skills: Created zoho_simulation skill to formalize logic testing instructions.
    • TDD Setup: Implemented tests/features/steps/common_steps.py and environment.py, enabling real Gherkin execution.
    • Security: Hardened Git Protocol to enforce 3-step manual staging process.
    • Optimization: Merged update_memory_bank into finalize_task to eliminate redundancy.
    • Cleanup: Removed legacy 00_project_protocol.md and redundant update_memory_bank.md.

[2026-01-08]​

  • Design: Controller Reporting Pack (v3)
    • Strategic Pivot: Defined "Twin Pivot" architecture (Strategic vs Tactical) in reports.md using Stream > Bucket > Expense Type hierarchy.
    • Controller Cockpit: Designed 3-tab Dashboard specs (Executive, Strategic, Operational) including Burn-down charts and KPI cards.
    • Net Cost / Recharges (On Hold): Designed full logic for Intercompany Recharges (Gross vs Net Cost, Reverse Recharge scenarios). Pause implementation, documented definitive specs in specs/recharge_logic_v1.md.
    • Documentation: Consolidated design specs into specs/reporting_pack_v3.md and specs/recharge_logic_v1.md. Updated productBehaviors.md to reflect new reporting vision.

[2026-01-07]​

  • Feature: Rolling Budget Mechanism (Strict Quarterly Logic)
    • Logic Finalized: Implemented "Approve & Roll" workflow with "Waterfall" archiving (Draft -> Approved -> Archived).
    • Strict Snapping: Enforced automatic date alignment to 1st Oct/Jan/Apr/Jul for all budget versions.
    • Field Locking: Implemented partial freeze for Approved/Archived versions (block user edits, allow system recalculation of spent/residual).
    • Verification: Created tests/simulate_rolling_logic.py and passed all simulations; Added "Strict Date Snapping" scenario to tests.md.
    • Zoho Deployment: Created Zoho Implementation Guide (zoho_implementation_guide.md) with production-ready Deluge scripts (Approve Action, Validation).
    • Documentation: Fully updated productBehaviors.md, schema.md, systemPatterns.md.

[2026-01-06]​

  • Architecture: Stream & Bucket Refactoring

    • Schema Update: Renamed Initiative -> Stream (Strategic/Operational) and Budget_Master -> Budget_Bucket (Container).
    • Granularity Fix: Relocated Area to Domain on Budget_Bucket to solve Multi-Master conflicts (18 initiatives had multiple masters).
    • ETL Overhaul: Updated all transform_*.py scripts and unify_import_files.py to output 02_streams.csv and 03_budget_buckets.csv.
    • Verification: Validated 0 critical issues in full data pipeline dry run run_full_etl.sh.
    • Documentation:
      • Updated schema.md, productBehaviors.md with new terminology.
      • Added Zoho Manual Migration Guide (zoho_manual_migration.md).
      • Documented Zoho Auto-Refactoring behavior in zohoReference.md (Workflow/Report inheritance).

  • Infrastructure: Antigravity Migration

    • Rules: Migrated Memory Bank protocols to .agent/rules/ (00_project_protocol.md, 10_zoho_creator.md).
    • Workflows: Formalized integrity_check and update_memory_bank in .agent/workflows/.
    • Cleanup: Removed .kilocode, uiThemes.md, and projectBrief.md; simplified systemPatterns.md.

[2026-01-03]​

  • Feature: Multi-Currency Support (ETL & Schema)

    • Dynamic Conversion: Implemented currency_converter.py to fetch historical ECB rates for non-EUR invoices.
    • Budget Logic: Fixed budget inflation by converting USD budget lines using start-of-FY rates.
    • Schema Update: Added original_currency_data (YAML audit trail) to both Invoices and Contracts modules.
    • Validation: Added currency discrepancy checks to generate_validation_report.py.

  • Fix: IT Invoice Calculation Logic

    • Identified Gap: Previous import under-reported multi-unit licenses (e.g. Zoho One) by missing quantity multiplier.
    • Resolution: Updated transform_it_budget.py to use UNIT AMOUNT OR MONTHS INVOICED.
    • Result: Correct total values (e.g. Zoho One ~59k€ vs 444€).

  • Fix: Invoice-Contract Matching & Documentation (2026-01-02/03)

    • Matching Logic: Fixed EIT/Website display_label, Scalarly→2.25.2, M.delmonte/Nucleus synthetic, Invoice deduplication & Status mapping.
    • Doc Structure: Restructured ETL docs into Executive (importData), Business Rules, and Technical Guide.

[2025-12-31]​

  • Feature: Provider Consolidation for Unified Import
    • Normalization: Enforced Title Case and provider deduplication rules (e.g., Movistar ES -> Movistar).
    • Audit Trail: Enhanced 01_providers.csv with a notes column to track consolidated original names.
    • Data Integrity: Implemented automated checks in ETL (unify_import_files.py) to verify referential integrity between Contracts and Providers.
    • Documentation: Updated etl_business_rules.md and activeContext.md with new consolidation logic.

[2025-12-28]​

  • Feature: Provider Consolidation for Unified Import ...