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v1.2.3

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@wechuli wechuli released this 08 Sep 09:12
· 12 commits to main since this release
v1.2.3
3216f36

This release adds AI-assisted file imports and password-protected PDF support, while preserving the existing structured import workflow.

New Features

  • AI-assisted imports: Convert CSV, TSV, JSON, TXT, XLSX, text-based PDF, and DOCX sources into Wealthboard’s import format directly from an account’s Import page.
  • Existing provider configuration: Use your configured provider and model with an encrypted remembered API key or a session-only key.
  • Source review and redaction: Review extracted text, select relevant sections, and remove sensitive information before approving submission to the AI provider.
  • Editable import drafts: Inspect source references, exclusions, and validation issues. Edit or download the generated JSON before proceeding through the normal preview and confirmation steps.
  • Password-protected PDFs: Supply a one-time PDF password for local extraction. Missing and incorrect passwords produce clear messages and allow retry without reselecting the file.

Privacy And Safety

  • Original documents are processed on your self-hosted Wealthboard server. Only approved text and necessary account/schema context are sent to the AI provider.
  • PDF passwords are cleared after submission and are never stored, logged, or sent to the model.
  • AI conversion cannot post financial records. Existing ownership checks, duplicate handling, balance replay, and investment import atomicity remain authoritative.
  • Conversion shares the existing AI rate limits and monthly token budget. Provider charges and retention policies still apply.
  • Direct CSV/JSON imports and browser-only copyable prompts remain available without AI configuration.

Current Limitations

  • Source files: 5 MB maximum; extracted content: 64 KB and 1,000 sections.
  • PDFs: 100 pages; workbooks: 20 sheets; AI responses: 1,000 candidate records.
  • Scanned/image-only documents, image uploads, legacy DOC/XLS, and encrypted Office files or archives remain unsupported.
  • Password-to-open XLSX/DOCX files require an unencrypted export. Ordinary worksheet/workbook locks and Word editing restrictions do not prevent reading otherwise supported content.
  • Spreadsheet formulas are not executed. Cached values and potentially incomplete PDF/Word extraction carry review warnings.

See the AI-assisted import guide for setup, workflow details, and supported formats.

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