v0.3.0 - Private workflow adapter boundary

Summary

Tax AI v0.3.0 keeps the public framework active while clarifying how private production workflows can integrate safely.

Highlights

• Added route-level lazy loading for major feature modules.
• Reduced the production entry chunk from about 1,242 kB to about 220 kB.
• Added private workflow adapter contracts for safe public/private integration.
• Documented the private workflow adapter boundary.
• Refreshed open source application notes with current 60+ star community traction.
• Closed the duplicate bundle-size tracking issue after the code-splitting PR merged.

Validation

• npm run check passed on main.
• TypeScript typecheck passed.
• Vite production build passed.
• Vitest passed: 25 tests.

Notes

Tax AI remains a public open source framework prototype, not production tax software. Private commercial workflow logic and customer data should stay outside this repository and connect through safe adapter snapshots.

v0.2.0 - Framework extraction batch

v0.2.0 Release Plan

v0.2.0 is the planned framework extraction release following the v0.1.0 open source baseline.

Summary

This release packages the first real maintainer collaboration batch. It moves Tax AI from a single large prototype toward reusable framework pieces for AI providers, tax calculations, workspace persistence, integrations, schemas and invoice workflows.

Included Pull Requests

PR	Task	Summary
#15	TAI-003	Introduce AI model provider interfaces and provider adapters.
#17	TAI-004 / TAI-012	Extract deterministic tax calculations and add Vitest coverage.
#18	TAI-007	Move integration app data into a typed registry.
#19	TAI-002	Extract workspace persistence, backup and restore helpers.
#20	TAI-006	Align SQL and Prisma schema drafts with domain contracts.
#22	TAI-005	Split invoice workbench into smaller components.

Verification

• npm run check
• npm run test
• GitHub CI on the release preparation PR

Known Limitations

• Tax AI remains a framework prototype, not production tax software.
• Tax calculations require verified policy source, jurisdiction and date metadata before production use.
• The Vite build still emits a bundle-size warning; code splitting should be tracked in a follow-up issue.
• Backend persistence remains a schema draft until an API service is introduced.

Suggested Follow-up Issues

• Add hosted demo deployment.
• Add README screenshots and architecture diagram.
• Add code splitting for large UI bundles.
• Add policy-source metadata for tax-sensitive outputs.

v0.1.0 - Open source framework baseline

Summary

Initial public framework baseline for Tax AI, an open source framework for tax-focused human-AI collaboration.

Included

• Open source README, MIT license and contribution guide
• Framework architecture docs and module registry
• Cursor + Codex collaboration queue
• Codex usage plan and OSS application notes
• GitHub issue templates and PR template
• Vite CI workflow and

tax-ai@0.1.0 check
npm run typecheck && npm run build

tax-ai@0.1.0 typecheck
tsc --noEmit

tax-ai@0.1.0 build
vite build

vite v6.4.3 building for production...
transforming...
✓ 2361 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html 1.84 kB │ gzip: 0.88 kB
dist/assets/index-BKyTufR8.js 1,240.82 kB │ gzip: 321.79 kB
✓ built in 1.67s

• SQL and Prisma schema drafts for future backend extraction

Verification

tax-ai@0.1.0 check
npm run typecheck && npm run build

tax-ai@0.1.0 typecheck
tsc --noEmit

tax-ai@0.1.0 build
vite build

vite v6.4.3 building for production...
transforming...
✓ 2361 modules transformed.
rendering chunks...
computing gzip size...
dist/index.html 1.84 kB │ gzip: 0.88 kB
dist/assets/index-BKyTufR8.js 1,240.82 kB │ gzip: 321.79 kB
✓ built in 1.57s

• Local browser render check completed before baseline PR merge

Known Limitations

• This is not production tax software.
• Tax calculations, declarations, AI advice and evidence ledger behavior are framework prototypes.
• Bundle size currently has a Vite warning and is tracked for future module splitting.