Project Journal

Development changelog and version history

Current Version

v2.0.1

Stripe Connected — Card Checkout Replaces Banco Inter

August 24, 2026

STRIPE LIVE PAYMENTS

August 2026

v2.0.1

Latest

Feature

Stripe Connected — Card Checkout Replaces Banco Inter

August 24, 2026

💳 NEW: Payments now run on Stripe Checkout in live mode — real card payments accepted

🚫 REMOVED: Banco Inter Pix/boleto flow — the runtime no longer supports mTLS / client certificates required by their API

🔗 FLOW: Subscribing creates a BRL Checkout Session; the dialog opens Stripe's hosted page in a new tab

🛡️ SAFETY: Checkout is blocked inside the preview iframe with a clear message to use the published app

🧾 SIMPLER: CPF/payer form removed from the payment dialog — Stripe collects payment details

♻️ UNCHANGED: Prices, coupons, prorated upgrades, trials, and activation logic remain server-side and identical

Key Features

Stripe Checkout Integration

One-time BRL Checkout Sessions replace Inter charges, with all money logic untouched

•generatePaymentOrder creates the Checkout Session and stores session id + hosted URL on the order
•PaymentOrder gained checkout_url and the 'Stripe' payment method
•checkPaymentStatus retrieves the session and maps paid → Pago, expired → Expirado, otherwise Pendente
•Session metadata carries base44_app_id for platform transaction tracking
•Success and cancel URLs point to /AssinaturaSucesso and /Assinatura on the published app

Payment Dialog Rework

The dialog is now a short redirect step instead of a boleto/Pix panel

•Removed payer name/CPF form, Pix QR code, digitable line, and barcode UI
•Single 'Pay with card' button opening Stripe's secure hosted page in a new tab
•Iframe detection blocks checkout inside the builder preview
•Order status keeps polling every 5 seconds until payment is confirmed
•Trial and fully-discounted coupon activations still complete instantly with no charge

Banco Inter Deprecation

The mTLS-based bank integration is no longer part of the payment path

•Deno.connectTls and client certificates are blocked in backend functions, making manual mTLS impossible
•interClient.js and interDiag remain in the codebase but are unused by the subscription flow
•Support ticket filed with Base44 documenting the lost capability

Technical Changes

→Created shared/stripeClient.js: createStripeCheckout, getStripeSession, mapStripeStatus over the Stripe REST API
→Modified functions/generatePaymentOrder: replaced createInterCharge with Stripe Checkout Session creation
→Rewrote functions/checkPaymentStatus: Stripe session polling with the same activation and coupon accounting
→Rewrote components/subscription/PaymentDialog.jsx: redirect-based checkout with iframe guard
→Modified entities/PaymentOrder: added checkout_url and 'Stripe' to metodo_pagamento
→Updated i18n subscription translations (pt/en/es): card payment labels and iframe warning
→Updated Technical Docs: new Stripe Checkout block in Subscriptions & Payments

Stripe (live)

Payment Gateway

Backend Functions Updated

New Shared Modules

Business Logic Changes

Deprecated Integrations

v2.0.0

Major Release

Public Launch 🚀 — Subscriptions, Admin Panel & Data Science

August 18, 2026

🌍 LIVE: TableSense is now publicly available for new users to sign up and test

💳 NEW: Assinatura (Subscription) module — Bronze/Prata/Ouro tiers, monthly/annual billing, Pix & boleto via Banco Inter

🎟️ COUPONS: Full coupon engine with percentage, fixed-amount, and free-trial discounts, welcome coupons, and per-user limits

🛡️ NEW: Admin Panel — user management, payments, coupons, audit log, and business overview with role-based access

🔬 NEW: Data Science module — funnel, cohorts, conversion, behavior, risk, and segment explorer for product analytics

✅ QUALITY: Extraction quality monitoring — named expectations, strict pt-BR parsing checks, estimated recall, and failure categorization on rejection

⏰ AUTOMATION: Scheduled workflows for expiring payment orders and downgrading lapsed subscriptions

March 2026

v1.9.0

Feature

Bench Simulator - Calculation Validation Module

March 13, 2026

🧮 NEW: Bench Simulator page for concept explanation, formula demonstration, and live calculation testing

📚 COVERAGE: 7 bench topics covering Total, Total Item Taxes, Item Costs, IRRF Item, Gross Cost, Total w/ Cost, and IRRF Below 1.00

⚖️ SCENARIOS: Weighted presets for Single line, C/C, V/V, and C/V cases

🧭 NAVIGATION: Added dedicated sidebar entry and explicit route for the new validation module

📝 DOCS: Technical Docs and Project Journal updated to v1.9.0

v1.8.0

Hotfix

Delete Fixes & Proportional Calculation Scoping by Extraction ID

March 12, 2026

🔧 FIXED: Individual transaction delete button now works (SDK version upgraded to 0.8.20)

🗑️ NEW: 'Delete Group' button (×) on grouped note rows deletes all transactions in a note

🔄 RESET: Group deletion also resets DocumentExtraction.is_processed_to_brokerage_data flag for re-approval

🧮 FIXED: updateBrokerageTransaction now scopes proportional calculations by original_extraction_id + nr_nota

🐛 ROOT CAUSE: Duplicate nr_nota from different extractions caused incorrect sumOfAllTotals in proportional cost allocation

February 2026

v1.7.0

Feature

Landing Page - Public Product Showcase with Login/Sign-Up Integration

February 26, 2026

🌐 NEW: Full landing page showcasing TableSense features and capabilities

🎨 HERO: Professional hero section with dashboard mockup preview and trust metrics

📋 FEATURES: 6-card feature grid covering PDF extraction, consolidation, multi-client, market data, export, and security

🔄 HOW IT WORKS: 4-step visual process (Upload → Extract → Approve → Export)

📄 DOCUMENTS: Supported document types section (bank statements, investment reports, credit cards, brokerage orders)

🔗 CTA: Multiple sign-in/sign-up call-to-action buttons linking to Base44 authentication

🏢 FOOTER: Updated footer with product links, access buttons, and Mefllow branding

📱 RESPONSIVE: Fully responsive design for mobile and desktop

January 2026

v1.6.0

Feature

Statement Data UX Overhaul - Interactive 3-Step Selection Flow with File Picker

January 12, 2026

🎯 NEW FLOW: 3-step wizard (Broker → File → Table Types) replaces auto-load

📁 FILE PICKER: Step 2 lets users select specific uploaded file before choosing tables

🎨 THEMED UI: Broker cards use matching colors from Upload PDF (Bradesco: Red, Safra: Yellow, Santander: Orange)

🌐 LANGUAGE TOGGLE: Moved to top-right as PT/EN switch (no longer a selection step)

📊 SMART COUNTS: Shows available table counts from approved extractions per broker

⚡ PERFORMANCE: Only loads selected entities (not all 15) - faster and more efficient

✨ VISUAL FEEDBACK: Selected broker highlights cards, tables, and buttons with brand color

December 2025

v1.5.2

Hotfix

Phase 5 Hotfix - Date Field Validation Fix

December 23, 2025

✅ FIXED: Approve button now working - date validation errors resolved

🔧 ROOT CAUSE: Date fields extracted as Excel serial numbers (e.g., 57188.72) instead of YYYY-MM-DD strings

🎯 SOLUTION: Implemented toISODateStringOrNull() helper for robust date parsing in all 3 processors

💾 VERIFIED: Statement Data now persists and displays after approval

📊 COMPLETE: Both RLS and date validation issues resolved - Phase 5 fully operational

v1.5.1

Hotfix

Phase 5 Hotfix - RLS Fix for Consolidated Entity Creation

December 23, 2025

🔒 FIXED: Consolidated data not persisting after processing due to RLS permissions

✅ SOLUTION: Changed bulkCreate to use user-scoped client for all 15 consolidated entities

🎯 DIAGNOSIS: Entities with created_by RLS need user-scoped creation (same fix as v1.0.3)

📊 IMPACT: Statement Data page should now display approved broker statement data

v1.3.0

Feature

Financial Consolidation Module - Phase 2: Navigation & Entity Setup

December 23, 2025

✨ NEW: Added 'Statement Data' navigation item to sidebar menu

📊 CREATED: 15 new consolidated statement entities (Bradesco: 4, Safra: 8, Santander: 3)

💰 ENHANCED: BrokerageTransaction entity now includes ISO 4217 currency field (default: BRL)

🏗️ PREPARED: DocumentExtraction entity updated with is_processed_to_consolidated_data flag

🎯 PLACEHOLDER: Created Statement Data page stub for upcoming development

v1.5.0

Feature

Phase 5 Complete - Statement Data Dynamic UI

December 23, 2025

🎨 NEW PAGE: Statement Data with dynamic entity fetching and display

🔍 FILTERS: Broker, table type, and statement date filtering

📊 DISPLAY: Automatic table rendering with smart column formatting

💰 FORMATTING: Currency, percentage, and date fields auto-detected and formatted

📈 STATS: Real-time record count and table count display

v1.4.2

Hotfix

Phase 4 Complete - RLS Fix for Statement Approval

December 23, 2025

✅ FIXED: RLS permission error blocking DocumentExtraction status updates

🔒 SOLUTION: Changed from asServiceRole to user-scoped client for updates

🎯 VERIFIED: All table titles correctly matched and records created successfully

📊 CONFIRMED: 122 Bradesco records created across 4 tables before fix

🚀 READY: Phase 4 backend integration now fully operational

v1.4.1

Hotfix

Phase 4 Debug - Enhanced Logging & Error Tracking

December 23, 2025

🔍 ENHANCED: Comprehensive debug logging in all 3 backend processing functions

📋 LOGS: Now showing extraction metadata, table titles, and mapping results

✅ TRACKING: Success/skip indicators for each table processed

📊 SUMMARY: Processing summary with total records created and tables processed/skipped

🎯 DIAGNOSIS: Logs will reveal exact table title mismatches causing approval failures

v1.4.0

Feature

Financial Consolidation Module - Phase 4: Backend Integration

December 23, 2025

🔗 INTEGRATED: Approval flow now routes to broker-specific processing functions

🏗️ BACKEND: Created 3 processing functions for Bradesco, Safra, and Santander statements

💾 AUTOMATED: Extractions automatically populate consolidated entities on approval

🎯 SMART ROUTING: Approval mutation intelligently detects extraction type and calls correct processor

✅ COMPLETE: End-to-end flow from PDF upload → extraction → approval → consolidated data storage

v1.2.0

Feature

Major UI/UX Overhaul & Bulletproof IRRF Extraction

December 20, 2025

🚨 CRITICAL FIX: Enhanced IRRF extraction with two-part validation (Base Amount + Actual IRRF)

✅ VALIDATION: Backend now validates IRRF > 0 when C/V='V' OR IRRF_Base_Amount > 0

🎨 UI REFRESH: Removed Mefllow logo from all page titles for cleaner interface

📋 LIST VIEW: Compact columns (text-[10px]), checkbox on right, broker/amount/actions columns added

🎯 TILE VIEW: Better button alignment, show broker/amount for approved extractions

📊 DETAIL POPUP: Data type icons (💲, %, #) in headers with text-[10px] font

💰 MODAL FIX: QTY as number input, shortened labels (D/C, TaxaLiq, TaxaTransf, IRRF<1.00)

📝 INPUT FIX: Currency fields now correctly handle Brazilian decimal (comma) input

Complete Technical Documentation

For detailed technical specifications, architecture details, and API references, visit the Technical Docs page.

Mefllow