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Maintenance log

Release Notes

Public record of small, localized updates. Each entry lists the changed area and a simple rollback path.

1.0.230

Standalone AI voice assistant

2026-06-10 · patch

Replaced the input-area voice filler with a standalone AI voice assistant below the calculator results. The new assistant supports browser voice capture, text questions, protected server-side educational explanations, answer read-aloud, and microphone-permission fallback without exposing API keys in the browser.

Affected area: AI assistant UI, homepage calculator client, calculator input layout, feature registry, release notes, task tracking, documentation, and regression tests

Rollback path: Disable ai-explainer or restore the prior text-only AiExplainer component while keeping the calculator, manual inputs, report actions, and compliance disclosures available.

1.0.229

Voice permission handling

2026-06-10 · patch

Improved the browser voice input helper so it checks microphone permission, requests access before starting recognition, and shows an actionable blocked-permission message when the browser rejects microphone use.

Affected area: Voice input assist, microphone permission handling, homepage calculator input UX, release notes, task tracking, and regression tests

Rollback path: Disable voice-input-assist in the feature registry or restore the prior browser-only speech recognition flow while preserving all manual calculator inputs.

1.0.228

Minimal homepage footer

2026-06-10 · patch

Reduced the homepage footer from a broad site directory to a minimal set of methodology, assumptions, site-index, privacy, terms, disclaimer, editorial-policy, and release-note links so the homepage stays focused on the calculator tool.

Affected area: Homepage footer, tool-only homepage regression tests, release notes, task tracking, progress records, and homepage UX documentation

Rollback path: Restore broader homepage discovery links only if future Search Console or usability evidence shows users cannot discover supporting pages through the site index, sitemap, guide pages, or llms.txt.

1.0.227

Tool-only homepage

2026-06-10 · patch

Simplified the homepage so the first experience is the calculator tool itself. Removed the homepage explanation/source navigation, marketing hero, workflow cards, source blocks, and visible FAQ while keeping structured calculator metadata, footer discovery links, and compliance pages available.

Affected area: Homepage layout, primary navigation, FAQ structured-data mounting, release notes, task tracking, progress records, and homepage regression tests

Rollback path: Restore the previous homepage explainer, source, and FAQ sections only if a future SEO or usability review shows the tool-only homepage under-serves users.

1.0.226

Browser result read aloud

2026-06-10 · patch

Added an optional browser-only Read aloud action for the calculator result summary. The action uses local speech synthesis when available and reads educational estimate boundaries without sending data to a server or turning the output into tax advice.

Affected area: Result read-aloud action, homepage result action toolbar, feature registry, release notes, task tracking, progress records, and regression tests

Rollback path: Disable voice-result-readout in the feature registry or remove ResultReadAloudButton from the result action toolbar while preserving visual results, report export, share, email draft, and CPA handoff.

1.0.225

Browser voice input assist

2026-06-10 · patch

Added an optional browser-only voice input helper for supported numeric calculator fields. The helper uses the user's browser speech recognition when available, sends no audio to the site, and requires the user to review the filled value before relying on the estimate.

Affected area: Voice input assist, calculator input layout, feature registry, release notes, task tracking, progress records, and regression tests

Rollback path: Disable voice-input-assist in the feature registry or remove VoiceInputAssist from CalculatorInput while preserving every manual calculator input.

1.0.224

Native share fallback

2026-06-10 · patch

Upgraded the share action to use the browser Web Share API when available, giving supported iOS and macOS browsers access to the system share sheet while keeping clipboard-copy fallback for other browsers.

Affected area: Share result button, native share payload, clipboard fallback, feature registry, release notes, task tracking, progress records, and regression tests

Rollback path: Disable share-link in the feature registry or restore ShareResultButton to clipboard-only behavior while keeping share URL encoding and local calculator persistence intact.

1.0.223

Local email report draft

2026-06-10 · patch

Added a local Email draft action that opens the user's own mail client with an educational Roth conversion summary, without collecting recipient addresses, sending through a server, or turning the report into personalized advice.

Affected area: Email report action, homepage result action toolbar, feature registry, release notes, task tracking, progress records, and regression tests

Rollback path: Disable email-report in the feature registry or remove EmailReportButton from the homepage while keeping download report, share link, and CPA handoff available.

1.0.222

Local scenario comparison

2026-06-10 · patch

Mounted the saved-scenarios module on the calculator and added a local multi-scenario comparison table for conversion amount, income, federal tax, state tax, upfront cost, and break-even review without uploading user inputs.

Affected area: Homepage calculator client, saved scenario panel, local scenario comparison UI, feature registry, release notes, task tracking, progress records, and regression tests

Rollback path: Disable scenario-history in the feature registry or remove ScenarioHistoryPanel from the homepage while keeping the calculator, reports, and professional handoff available.

1.0.221

Health review status evidence

2026-06-10 · patch

Added machine-readable health endpoint review status so production evidence shows AI model cross-checks are complete while qualified CPA, EA, or tax attorney review remains pending behind the redacted evidence validator.

Affected area: Health payload, production health evidence script, AI cross-check boundary evidence, qualified professional review boundary evidence, release notes, task tracking, progress records, and regression tests

Rollback path: Remove reviewStatus from /api/health only if another production evidence artifact still preserves AI cross-check completion, qualified professional review pending status, and the non-replacement boundary.

1.0.220

CPA review evidence intake

2026-06-10 · patch

Added a redacted CPA review evidence template and validator so a future qualified CPA, EA, or tax attorney professional tax review can be recorded without secrets, taxpayer data, or AI model cross-checks being mistaken for professional review.

Affected area: CPA review evidence template, professional review validation command, launch readiness CPA pending copy, release notes, task tracking, progress records, and regression tests

Rollback path: Remove the evidence intake only if the launch readiness checklist keeps another deterministic way to verify qualified professional review without accepting AI-only validation or private taxpayer data.

1.0.219

AI cross-check readiness boundary

2026-06-10 · patch

Added an AI model cross-check item to the launch readiness checklist and marked it complete, while keeping qualified CPA/EA review pending so AI verification is documented as support rather than a substitute for professional tax review.

Affected area: Launch readiness checklist, compliance review status copy, release notes, task tracking, progress records, and regression tests

Rollback path: Remove the AI model cross-check item only if launch readiness still distinguishes AI-assisted verification from qualified professional tax review.

1.0.218

Launch readiness GA4 evidence

2026-06-10 · patch

Updated the launch readiness checklist so the GA4 measurement ID is marked complete alongside the other production evidence-backed launch items, while the qualified tax professional review item remains pending.

Affected area: Launch readiness checklist, analytics status copy, release notes, task tracking, progress records, and regression tests

Rollback path: Revert only if the launch readiness page must again treat the privacy-safe GA4 integration as pending external setup rather than production evidence.

1.0.217

Launch readiness status evidence

2026-06-10 · patch

Updated the launch readiness checklist so production domain, Vercel deployment, Search Console verification, sitemap discovery, robots/feed discovery, automated compliance checks, tests, Lighthouse evidence, health endpoint, and rollback path reflect current production evidence instead of remaining marked as pending.

Affected area: Launch readiness checklist, operations status copy, release notes, task tracking, progress records, and regression tests

Rollback path: Revert only if the launch readiness page continues to distinguish evidence-backed complete items from GA4 setup and qualified tax professional review items that still require external or human action.

1.0.216

Social Security review trigger wording

2026-06-10 · patch

Aligned the Social Security tax-impact review trigger with the bounded taxable-benefit preview, replacing stale not-modeled wording with the current benefit-input, tax-exempt-interest, and Publication 915 boundary.

Affected area: Tax Impact Warnings review triggers, Social Security taxable-benefit preview boundary copy, release notes, task tracking, progress records, and regression tests

Rollback path: Revert only if Social Security review-trigger copy still distinguishes the bounded taxable-benefit preview from final Publication 915 worksheets and benefit-tax determinations.

1.0.215

Professional review packet preview boundaries

2026-06-10 · patch

Aligned the Professional Review Packet with the current bounded-preview scope for IRMAA, ACA APTC, Social Security, NIIT, AMT, RMD, and selected-state worksheets so CPA handoff copy no longer says those modules are completely unestimated.

Affected area: Professional review packet, professional review packet page metadata, release notes, task tracking, progress records, and regression tests

Rollback path: Revert only if the review packet keeps an equally clear distinction between available bounded previews and final SSA, Marketplace, IRS form, RMD obligation, and state-law determinations.

1.0.214

Advanced preview content boundaries

2026-06-10 · patch

Aligned ACA, NIIT, and RMD guide and tax-interaction copy with the newly implemented bounded previews, while preserving explicit boundaries that final Marketplace, Form 8960, RMD obligation, and state/program determinations remain outside the calculator.

Affected area: ACA premium tax credit guide, NIIT guide, RMD guide, tax interaction pages, FAQ, methodology page, release notes, task tracking, and regression tests

Rollback path: Revert the copy alignment only if the affected pages still truthfully describe which bounded previews exist and keep final tax-form, Marketplace, RMD, and professional-review boundaries visible.

1.0.213

Part D IRMAA proxy preview

2026-06-10 · patch

Added a bounded 2026 Medicare Part D IRMAA monthly adjustment preview alongside the existing Part B proxy, using the calculator income proxy and CMS IRMAA brackets while clearly excluding plan-specific Part D premiums and SSA lookback-year determinations.

Affected area: IRMAA review prep, Tax Impact Warnings, professional handoff packet, print-ready report, release notes, task tracking, and regression tests

Rollback path: Remove the Part D IRMAA proxy only if the IRMAA worksheet still keeps the Part B proxy, missing-input checklist, and explicit boundary that Part D plan premiums and SSA billing determinations are outside the calculator.

1.0.212

Reviewed state tax estimate handoff

2026-06-10 · patch

Added an optional reviewed state tax estimate field so users can carry a CPA or tax-software state amount into the worksheet and compare it with the calculator's manual-rate state tax, without turning on a full state-law engine.

Affected area: Calculator input, selected-state readiness worksheet, tax impact warnings, professional handoff packet, print-ready report, storage merge, release notes, task tracking, and regression tests

Rollback path: Remove the optional reviewed state estimate field only if selected-state worksheets keep another professional handoff path that clearly separates user-reviewed state amounts from manual-rate state tax estimates.

1.0.211

AMT exposure preview

2026-06-10 · patch

Added optional Form 6251 tentative minimum tax and regular-tax comparison inputs plus an AMT exposure preview, while keeping AMTI, preference items, exemption, phaseout, credits, and full Form 6251 calculation outside the calculator.

Affected area: Calculator input, AMT review prep, tax impact warnings, professional handoff packet, print-ready report, storage merge, release notes, task tracking, and regression tests

Rollback path: Remove the optional AMT comparison inputs and exposure preview only if the AMT worksheet keeps its prior review-prep boundary and continues to block unsupported final AMT or tax-due calculations.

1.0.210

ACA APTC at-stake preview

2026-06-10 · patch

Added optional annual advance premium tax credit and Marketplace coverage-month inputs plus an APTC at-stake preview, while keeping final premium tax credit, repayment cap, benchmark premium, and Form 8962 reconciliation outside the calculator.

Affected area: Calculator input, ACA premium tax credit review prep, tax impact warnings, professional handoff packet, print-ready report, storage merge, release notes, task tracking, and regression tests

Rollback path: Remove the optional Marketplace APTC preview inputs and at-stake preview only if the ACA worksheet keeps its prior review-prep boundary and continues to block unsupported final premium-tax-credit or subsidy calculations.

1.0.209

Social Security taxable benefit preview

2026-06-10 · patch

Added optional annual Social Security benefit and tax-exempt interest inputs plus a bounded Publication 915-style taxable-benefit preview, while keeping the result outside the main conversion tax total and labeled as a review aid rather than a final benefit-tax calculation.

Affected area: Calculator input, Social Security review prep, tax impact warnings, professional handoff packet, print-ready report, storage merge, release notes, task tracking, and regression tests

Rollback path: Remove the optional Social Security preview inputs and bounded taxable-benefit preview only if the worksheet keeps its prior review-prep boundary and continues to block unsupported final taxable-benefit or benefit-tax-owed language.

1.0.208

NIIT bounded estimate preview

2026-06-10 · patch

Added an optional net investment income input and a bounded 3.8% NIIT preview using the lesser of user-entered net investment income or the calculator MAGI proxy excess, while keeping the result labeled as a Form 8960 review aid rather than a final tax determination.

Affected area: Calculator input, NIIT review prep, tax impact warnings, professional handoff packet, print-ready report, storage merge, release notes, task tracking, and regression tests

Rollback path: Remove the optional net investment income input and bounded NIIT preview only if the NIIT worksheet keeps its prior review-prep boundary and continues to block unsupported final NIIT owed language.

1.0.207

Chinese GSC CSV import support

2026-06-10 · patch

Added Chinese Google Search Console Performance CSV header support and retained a sanitized zero-query export evidence record so query-driven SEO work stays blocked until real query rows appear.

Affected area: GSC query opportunity import command, GSC zero-query evidence, release notes, task tracking, progress records, and regression tests

Rollback path: Remove Chinese CSV support only if the query importer keeps another tested path for localized Search Console exports and zero-query evidence remains recorded without private account data.

1.0.206

GSC query CSV importer

2026-06-09 · patch

Added a Search Console Performance CSV importer so query opportunity records and backlog summaries can be generated from user-provided exports when logged-in browser control is unavailable.

Affected area: GSC query opportunity import command, SEO monitoring playbook, release notes, feature registry, task tracking, and regression tests

Rollback path: Remove the importer only if GSC query opportunity records still have another repeatable, privacy-safe path from real query rows to review-gated backlog records without depending on browser automation.

1.0.205

AI verifier stats panel

2026-06-09 · patch

Added a deterministic AI verifier pass, fail, and fallback statistics panel to the compliance audit page and machine-readable regression evidence, then aligned the SEO monitoring artifact review checklist with the expanded 19-file evidence contract.

Affected area: AI compliance audit page, AI verifier regression evidence command, SEO evidence validation, SEO monitoring artifact review, release notes, feature registry, task tracking, and regression tests

Rollback path: Remove the stats panel only if AI verifier regression evidence still exposes equivalent pass, fail, fallback, privacy-boundary, and artifact-contract coverage for human and machine review.

1.0.204

AI verifier regression evidence

2026-06-09 · patch

Added deterministic AI verifier regression evidence to production SEO Smoke so pass, fail, and fallback coverage for AI explanations is retained without calling paid models or storing user prompts.

Affected area: AI compliance audit page, AI verifier evidence command, SEO Smoke artifact contract, evidence manifest, release notes, feature registry, task tracking, and regression tests

Rollback path: Remove the regression evidence wiring only if another deterministic production artifact proves AI verifier pass, fail, and fallback coverage without provider calls or sensitive prompt retention.

1.0.203

AI response verifier

2026-06-09 · patch

Added a deterministic AI response verifier so paid-model explainer output must pass advice-language, sensitive-data, disclaimer, length, and calculator-dollar consistency checks before it can be returned; otherwise the endpoint falls back to the static educational explanation.

Affected area: AI explainer API route, AI response verifier, AI security evidence, release notes, feature registry, task tracking, and regression tests

Rollback path: Remove the verifier only if paid-model explainer output retains an equivalent deterministic pass/fail guard before any model-generated answer reaches users.

1.0.202

State readiness completeness scoring

2026-06-09 · patch

Added selected-state readiness completeness scoring for CA, NY, and NJ so users and tax professionals can see the percentage complete, provided fields, missing fields, and next review step before any state-specific amount review.

Affected area: State rules readiness prep, tax impact warnings, report export, professional handoff packet, release notes, feature registry, task tracking, and regression tests

Rollback path: Remove the completeness score only if selected-state worksheets retain another clear provided-field and missing-field handoff path that does not imply a final state-law amount calculation.

1.0.201

State readiness input fields

2026-06-09 · patch

Added optional selected-state readiness input fields for CA, NY, and NJ so users can carry residency, state AGI, state IRA basis, local tax, other-state credit, and notes into warnings, reports, and CPA handoff without changing the state tax formula.

Affected area: Calculator input model, storage and share merge, state readiness input UI, state rules readiness prep, report export, professional handoff packet, release notes, task tracking, and regression tests

Rollback path: Remove the readiness input fields only if selected-state worksheets retain another user-provided information path for professional review handoff.

1.0.200

State amount readiness worksheets

2026-06-09 · patch

Added selected-state amount-readiness worksheets for California, New York, and New Jersey with official source checklists and missing inputs, while keeping full state-law dollar calculation inactive.

Affected area: State rule registry, state rules readiness prep, tax impact warnings, report export, professional handoff packet, release notes, task tracking, and regression tests

Rollback path: Remove the selected-state worksheets only if CA, NY, and NJ keep another reviewed handoff path that prevents users from treating manual-rate state estimates as reviewed state-specific amounts.

1.0.199

State rule registry scaffold

2026-06-09 · patch

Added a state rule registry scaffold with manual-only, no broad individual income tax, and needs-review statuses so selected state examples carry machine-readable review boundaries without activating a full state-law amount engine.

Affected area: State rule registry, state rules readiness prep, tax impact warnings, report export, professional handoff packet, release notes, task tracking, and regression tests

Rollback path: Remove the registry scaffold only if selected-state examples retain another reviewed status boundary that prevents no-income-tax and needs-review states from being treated as reviewed state-specific amount support.

1.0.198

Selected state data model

2026-06-09 · patch

Added a selectedState calculator input so state shortcuts, share links, local storage, state readiness warnings, reports, and CPA handoff can carry the selected state example separately from the manually editable state marginal tax rate.

Affected area: Calculator input model, state shortcut selector, share and localStorage merge, state rules readiness prep, report export, professional handoff packet, release notes, task tracking, and regression tests

Rollback path: Remove selectedState only if state shortcut selection still cannot be confused with a manually edited state marginal tax rate and future state-rule branches retain another validated state identifier.

1.0.197

State rules readiness

2026-06-09 · patch

Added a state-rules readiness worksheet that shows the manual state marginal rate, simplified state tax estimate, supported state example pages, and missing residency, state AGI, deductions, credits, exclusions, local tax, and multi-state inputs before any full state-law amount review.

Affected area: Tax impact warnings, state rules readiness prep, report export, professional handoff packet, release notes, task tracking, and regression tests

Rollback path: Remove the state-rules readiness worksheet only if an equivalent reviewed boundary still prevents the calculator from implying full state-law modeling from a manually entered state marginal rate.

1.0.196

AMT impact review prep

2026-06-09 · patch

Added an AMT amount-readiness worksheet that shows the conversion-driven AMT income proxy change, Form 6251 formula boundary, and missing adjustment, preference, exemption, phaseout, and regular-tax comparison inputs while keeping AMT dollars unestimated.

Affected area: Tax impact warnings, AMT impact review prep, report export, professional handoff packet, release notes, task tracking, and regression tests

Rollback path: Remove the AMT review-prep worksheet only if an equivalent reviewed boundary still prevents the calculator from implying AMT owed without Form 6251 adjustment, preference, exemption, phaseout, tentative-minimum-tax, and regular-tax comparison inputs.

1.0.195

RMD Uniform Lifetime preview

2026-06-09 · patch

Added a bounded RMD Uniform Lifetime Table preview using the entered age and traditional IRA balance proxy, while keeping prior-year balance, account-type, spouse-beneficiary, inherited-account, and custodian-record boundaries visible in warnings, reports, and CPA handoff.

Affected area: Tax impact warnings, RMD review prep, report export, professional handoff packet, release notes, task tracking, and regression tests

Rollback path: Remove the RMD preview only if an equivalent reviewed boundary still prevents the calculator from implying a final required distribution amount without prior December 31 balance, account type, table, beneficiary, and custodian context.

1.0.194

NIIT amount review prep

2026-06-09 · patch

Added a NIIT amount-readiness worksheet that shows the conversion-driven MAGI proxy change, filing-status NIIT threshold, proxy excess, and 3.8% formula boundary while keeping NIIT dollars unestimated until net investment income and Form 8960 inputs are available.

Affected area: Tax impact warnings, NIIT amount review prep, report export, professional handoff packet, release notes, task tracking, and regression tests

Rollback path: Remove the NIIT review-prep worksheet only if an equivalent reviewed boundary still prevents the calculator from implying NIIT owed without net investment income, MAGI, and Form 8960 context.

1.0.193

Social Security taxation review prep

2026-06-09 · patch

Added a Social Security benefit taxation review-prep worksheet that shows the conversion-driven non-Social-Security income proxy change, keeps taxable-benefit dollars unestimated until SSA-1099 and IRS Publication 915 inputs are available, and carries the boundary into the report and CPA handoff packet.

Affected area: Tax impact warnings, Social Security benefit taxation review prep, report export, professional handoff packet, release notes, task tracking, and regression tests

Rollback path: Remove the Social Security review-prep worksheet only if an equivalent reviewed boundary still prevents the calculator from implying taxable Social Security benefit dollar changes without SSA-1099, tax-exempt interest, and Publication 915 context.

1.0.192

ACA premium tax credit review prep

2026-06-08 · patch

Added an ACA premium tax credit review-prep worksheet that shows the conversion-driven income proxy change, keeps subsidy dollars unestimated until Marketplace-specific inputs are available, and carries the boundary into the report and CPA handoff packet.

Affected area: Tax impact warnings, ACA premium tax credit review prep, report export, professional handoff packet, release notes, task tracking, and regression tests

Rollback path: Remove the ACA review-prep worksheet only if an equivalent reviewed boundary still prevents the calculator from implying ACA subsidy dollar changes without Marketplace, Form 1095-A, and Form 8962 context.

1.0.191

IRMAA Part B proxy estimator

2026-06-08 · patch

Added a bounded 2026 Medicare Part B IRMAA proxy preview using official CMS monthly premium and adjustment amounts, while clearly stating that the preview uses calculator income proxy rather than SSA lookback-year MAGI.

Affected area: Tax impact warnings, IRMAA review prep, report export, professional handoff packet, release notes, task tracking, and regression tests

Rollback path: Remove the Part B proxy preview and keep the prior IRMAA review-prep warning if CMS amounts or professional-review boundaries cannot be verified.

1.0.190

Projection result boundary copy

2026-06-08 · patch

Added visible homepage result copy clarifying that modeled break-even, projected after-tax difference, and projection bars are scenario estimates based on user-entered assumptions, not guaranteed outcomes or recommendations.

Affected area: Homepage result summary, projection chart, long-term result display wording, release notes, task tracking, and regression tests

Rollback path: Remove this copy only if an equivalent reviewed boundary remains visible near break-even, projected after-tax difference, and projection outputs.

1.0.189

Upfront cost result label

2026-06-08 · patch

Renamed the homepage primary result label from estimated upfront tax to estimated upfront cost so the displayed total does not imply that modeled early-distribution penalties are tax.

Affected area: Homepage result summary, result display wording, operational readiness checks, release notes, task tracking, and regression tests

Rollback path: Restore the prior label only if the result total no longer includes modeled early-distribution penalties or a reviewed replacement keeps tax and penalty amounts clearly separated.

1.0.188

Invalid input result pause

2026-06-08 · patch

Added a result-area validation boundary so invalid calculator inputs pause estimates, reports, projections, tax-payment comparison, professional handoff, and AI explanations until the user fixes the input errors.

Affected area: Homepage calculator results, input validation display, report actions, AI explanation boundary, projection display, release notes, task tracking, and regression tests

Rollback path: Restore the prior always-rendered result modules only if a reviewed replacement still prevents invalid calculator inputs from showing normal-looking tax estimates or exportable reports.

1.0.187

Tax payment withholding cap boundary

2026-06-08 · patch

Updated the tax payment method comparison so IRA withholding is capped at the conversion amount, any tax amount outside that cap is identified as outside the withholding model, and the modeled penalty basis follows the same cap.

Affected area: Tax payment method comparison, result display boundaries, early-distribution penalty display, release notes, task tracking, and regression tests

Rollback path: Restore the prior tax payment comparison only if a reviewed replacement still prevents the IRA withholding scenario from implying that more than the conversion amount can be withheld from the IRA.

1.0.186

Withheld tax boundary guard

2026-06-08 · patch

Added a core calculator boundary guard so withheld tax amounts above the conversion amount are rejected in input validation and capped defensively before early-distribution penalty math runs.

Affected area: Core Roth conversion calculator, input validation, early-distribution penalty modeling, release notes, task tracking, and regression tests

Rollback path: Restore the prior withheld-tax validation and penalty-basis behavior only if a reviewed replacement keeps invalid share-link or integration data from producing impossible modeled penalty amounts.

1.0.185

Tax impact warnings boundary feature registry

2026-06-08 · patch

Registered the homepage Tax Impact Warnings panel as a locked YMYL boundary in the main feature registry and routed the mount through that locked registry entry so hidden tax-interaction review prompts cannot be disabled by normal feature overrides.

Affected area: Feature registry, homepage Tax Impact Warnings boundary, release notes, tax-impact placement guard, and task tracking

Rollback path: Keep equivalent visible IRMAA, ACA, Social Security, NIIT, RMD, and state-tax review warnings near the result summary, then revert the registry entry, homepage mount, release note, task, progress, and tests only after a reviewed replacement is in place.

1.0.184

Result scope boundary feature registry

2026-06-08 · patch

Registered the homepage result scope badges as a locked YMYL boundary in the main feature registry and routed the mount through that locked registry entry so tax-year, educational-estimate, input-based, and not-tax-advice copy cannot be disabled by normal feature overrides.

Affected area: Feature registry, homepage result scope boundary, release notes, result-scope guard, and task tracking

Rollback path: Keep equivalent visible result-boundary copy before the result summary, then revert the registry entry, homepage mount, release note, task, progress, and tests only after a reviewed replacement is in place.

1.0.183

Tax payment comparison feature registry

2026-06-08 · patch

Registered the homepage Tax Payment Method Comparison support panel in the main feature registry and gated the panel through that registry so tax-payment-comparison rollback is visible in the modular rollback map.

Affected area: Feature registry, homepage tax payment comparison panel, release notes, tax payment comparison guard, and task tracking

Rollback path: Remove the tax-payment-comparison feature registry entry, restore the always-rendered TaxPaymentComparison panel in HomeCalculatorClient, then revert the release note, task, progress, and tests.

1.0.182

Calculation breakdown feature registry

2026-06-08 · patch

Registered the homepage Advanced calculation details module in the main feature registry and gated the disclosure through that registry so calculation-breakdown rollback is visible in the modular rollback map.

Affected area: Feature registry, homepage Advanced calculation details, homepage performance guard, release notes, and task tracking

Rollback path: Remove the calculation-breakdown feature registry entry, restore the always-rendered Advanced calculation details disclosure in HomeCalculatorClient, then revert the release note, task, progress, and tests.

1.0.181

Projection chart feature registry

2026-06-08 · patch

Registered the homepage projection chart in the main feature registry and gated the Projection card through that registry so projection-chart rollback is visible in the modular rollback map.

Affected area: Feature registry, homepage projection card, homepage performance guard, release notes, and task tracking

Rollback path: Remove the projection-chart feature registry entry, restore the always-rendered Projection card in HomeCalculatorClient, then revert the release note, task, progress, and tests.

1.0.180

Professional handoff feature registry

2026-06-08 · patch

Registered the CPA packet copy action in the main feature registry and gated the homepage Copy CPA packet action through that registry so professional-handoff rollback is visible in the modular rollback map.

Affected area: Feature registry, homepage result actions, professional handoff tests, release notes, and task tracking

Rollback path: Remove the professional-handoff feature registry entry, restore the always-rendered CopyProfessionalHandoffButton in HomeCalculatorClient, then revert the release note, task, progress, and tests.

1.0.179

Share link feature registry

2026-06-08 · patch

Registered the share result link in the main feature registry and gated the homepage Share result action through that registry so share-link rollback and release review are visible in the modular rollback map.

Affected area: Feature registry, homepage result actions, release notes, task tracking, and feature-registry regression tests

Rollback path: Remove the share-link feature registry entry, restore the always-rendered ShareResultButton in HomeCalculatorClient, then revert the release note, task, progress, and tests.

1.0.178

Report export feature registry

2026-06-08 · patch

Registered the print-ready report export in the main feature registry and gated the homepage report action through that registry so report export rollback and release review are visible in the modular rollback map.

Affected area: Feature registry, homepage result actions, release notes, task tracking, and feature-registry regression tests

Rollback path: Remove the pdf-report feature registry entry, restore the always-rendered PdfReportButton in HomeCalculatorClient, then revert the release note, task, progress, and tests.

1.0.177

Report wording consistency

2026-06-08 · patch

Aligned current privacy, CPA handoff, tax forms, custodian, mistakes, LLM index, and review-packet copy with the print-ready HTML report export so users are not told the site directly generates a PDF file.

Affected area: Current report-related content pages, LLM discovery text, privacy data-flow playbook, CPA checklist, professional review packet, release notes, task tracking, and wording regression tests

Rollback path: Restore the previous PDF-oriented wording on current report-related content pages, then remove the report wording consistency test and revert release note, task, and progress updates.

1.0.176

Print-ready report export

2026-06-08 · patch

Upgraded the result report download from a plain-text file to a print-ready HTML report with input verification, modeled outputs, tax-impact review items, IRMAA review prep, official source links, and the required educational boundary so users can save the report as PDF from their browser.

Affected area: Report export button, report HTML builder, feature config, release notes, task tracking, and report regression tests

Rollback path: Restore PdfReportButton to the previous text/plain report download, remove the report HTML builder and tests, then revert the release note, feature config version, task, and progress updates.

1.0.175

IRMAA review prep

2026-06-08 · patch

Added an IRMAA review-prep module inside Tax Impact Warnings and the CPA packet so Medicare-related review now captures the usual lookback tax year, missing MAGI and Medicare inputs, official Medicare/SSA references, and a clear no-premium-amount boundary.

Affected area: Tax Impact Warnings, professional handoff packet, IRMAA review-prep helper, release notes, feature registry, task tracking, and engineering documentation

Rollback path: Remove buildIrmaaReviewPrep, remove the IRMAA Review Prep panel from TaxImpactWarnings, remove the IRMAA prep section from the professional handoff packet, then revert related tests, release note, feature registry entry, task, progress, and documentation updates.

1.0.174

SEO artifact review security checklist

2026-06-08 · patch

Updated the SEO monitoring artifact review checklist so downloaded production-seo-evidence packages now explicitly include private evidence boundary proof, AI endpoint security proof, and the current 20-file manifest checksum contract.

Affected area: SEO monitoring artifact review copy, release notes, feature registry, task tracking, and progress documentation

Rollback path: Remove the private evidence boundary and AI security checklist items from buildSeoEvidenceArtifactReview, restore the previous manifest count copy, then revert the release note, feature registry version, task, and progress updates.

1.0.173

AI provider usage evidence records

2026-06-08 · patch

Added sanitized OpenAI, Anthropic, and provider usage evidence templates plus validation and readiness commands so account-console spend observations can be reviewed without pasting API keys, tokens, cookies, card data, or private request bodies.

Affected area: AI provider usage evidence template, provider usage validators, operations scripts, package scripts, release notes, feature registry, task tracking, and recurrence documentation

Rollback path: Remove the provider usage evidence template and validation/readiness commands, then revert the package scripts, release note, feature registry version, task, progress, and recurrence documentation updates.

1.0.172

AI cost abuse evidence command

2026-06-08 · patch

Added a repeatable operations command that checks recent Vercel AI endpoint logs, verifies same-origin fallback behavior, verifies cross-origin blocking, and clearly separates request evidence from OpenAI and Anthropic account-spend evidence.

Affected area: AI cost-abuse evidence command, operations scripts, package scripts, release notes, feature registry, task tracking, and recurrence documentation

Rollback path: Remove the AI cost-abuse evidence command and package script, then revert the release note, feature registry version, task, progress, and recurrence documentation updates.

1.0.171

AI explainer cost-abuse guard

2026-06-06 · patch

Hardened the public AI explainer endpoint with same-origin request checks, a conservative configurable hourly limit, fallback-only default behavior, and an explicit paid-model opt-in fuse so deployed API keys cannot be spent by default.

Affected area: AI explainer API route, AI rate-limit helpers, content security policy, environment defaults, release notes, feature registry, task tracking, and security regression tests

Rollback path: Restore the previous AI explainer API route, rate-limit helper, CSP connect-src setting, and environment defaults, then revert the AI API security tests, release note, feature registry version, task, and progress updates.

1.0.170

GSC validation follow-up plan

2026-06-06 · patch

Added a sanitized Google Search Console validation follow-up record and validator so Page indexing validation can be reviewed on a planned cadence without repeatedly clicking Validate fix or syncing account UI.

Affected area: GSC validation follow-up evidence command, SEO monitoring playbook, release notes, feature registry, task tracking, and progress documentation

Rollback path: Remove the GSC validation follow-up validator command, follow-up evidence record, and SEO monitoring section, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.169

GSC validation action evidence

2026-06-06 · patch

Added a sanitized Google Search Console validation-action record validator so Page indexing Validate fix actions can be recorded without syncing account UI, cookies, tokens, or raw private GSC text.

Affected area: GSC validation action evidence command, SEO monitoring playbook, release notes, feature registry, task tracking, and progress documentation

Rollback path: Remove the GSC validation action validator command and SEO monitoring section, then revert the release note, feature registry version, task, progress, and validation-action evidence updates.

1.0.168

GSC sample internal discovery evidence

2026-06-06 · patch

Extended the GSC discovered sample evidence command so discovered-not-indexed sample URLs must also be linked from /site-index, turning crawl-priority follow-up into a repeatable internal-discovery check.

Affected area: GSC discovered sample evidence command, SEO evidence validator, SEO evidence manifest schema, Search Console monitoring playbook, release notes, task tracking, and progress documentation

Rollback path: Remove the /site-index linked-sample assertions from the GSC discovered sample evidence command and validator, restore the previous SEO evidence manifest schema version, then revert the release note, feature registry version, task, and progress updates.

1.0.167

GSC discovered sample evidence

2026-06-06 · patch

Added a production evidence command for Google Search Console discovered-not-indexed sample URLs so each sample can be checked for status, canonical, sitemap inclusion, noindex, and title before indexing follow-up.

Affected area: GSC discovered sample evidence command, SEO Smoke artifact workflow, SEO evidence manifest schema, release notes, task tracking, and progress documentation

Rollback path: Remove the GSC discovered sample evidence command and workflow artifact step, restore the previous SEO evidence manifest schema version, then revert the release note, feature registry version, task, and progress updates.

1.0.166

Search Console indexing evidence follow-up

2026-06-06 · patch

Captured GSC Performance zero-data and Page indexing evidence, then fixed the About page canonical after the discovered-not-indexed sample check showed it inheriting the homepage canonical.

Affected area: About page SEO metadata, GSC priority URL evidence, Search Console evidence archive, release notes, task tracking, and progress documentation

Rollback path: Remove the About page canonical metadata, remove /about from the GSC priority URL evidence list, and revert the retained GSC evidence files, release note, task, and progress updates.

1.0.165

Search Console query opportunity backlog

2026-06-06 · patch

Added a GSC query opportunity backlog summary command that inventories local template, draft, and recorded query records by status, risk, cluster, priority score, and next action before content planning.

Affected area: Search Console query opportunity backlog command, SEO monitoring playbook, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the query opportunity backlog summary command and related SEO monitoring copy, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.164

Search Console query opportunity drafts

2026-06-06 · patch

Added an AI-assisted GSC query opportunity draft generator that maps reviewer-supplied Search Console query rows to safe clusters, target surfaces, actions, review gates, and draft records without fetching private GSC data.

Affected area: Search Console query opportunity draft generator, SEO monitoring playbook, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the query opportunity draft generator and related SEO monitoring copy, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.163

Search Console query opportunity readiness

2026-06-06 · patch

Added a GSC query opportunity readiness command that lists reviewer-supplied query fields still missing from template or draft records and separates them from AI-fillable planning fields.

Affected area: Search Console query opportunity readiness command, SEO monitoring playbook, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the query opportunity readiness command and related SEO monitoring copy, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.162

Search Console query opportunity records

2026-06-06 · patch

Added a GSC query opportunity record template and validator so private Search Console query observations can become review-gated content backlog items without turning keyword data into personal tax advice.

Affected area: Search Console query opportunity template, validator command, SEO monitoring playbook, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the query opportunity template and validator command, then revert the SEO monitoring copy, release note, feature registry version, task, progress, and documentation updates.

1.0.161

Search Console indexing records manifest

2026-06-06 · patch

Added a GSC indexing records manifest command that inventories recorded URL Inspection evidence and screenshot hashes so archived Search Console proof stays traceable after private screenshots are synced.

Affected area: Search Console indexing records manifest command, SEO monitoring playbook, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the manifest command and generated GSC records manifest, then revert the SEO monitoring copy, release note, feature registry version, task, progress, and documentation updates.

1.0.160

Search Console indexing record summary

2026-06-06 · patch

Added a GSC indexing record summary command that turns completed URL Inspection records into archive-ready handoff text while refusing to infer private Search Console status from public site evidence.

Affected area: Search Console indexing record summary command, SEO monitoring playbook, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the summary command and related SEO monitoring copy, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.159

Search Console indexing record readiness

2026-06-05 · patch

Added a GSC indexing record readiness command that lists the reviewer-supplied Search Console fields still missing from template or draft records, so AI can prefill public evidence without pretending to know private URL Inspection status.

Affected area: Search Console indexing record readiness command, SEO monitoring playbook, release notes, feature registry, task tracking, E2E stability guard, and operations documentation

Rollback path: Remove the readiness command and related SEO monitoring copy, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.158

Search Console indexing record drafts

2026-06-05 · patch

Added an AI-assisted GSC indexing record draft generator that pre-fills public production SEO evidence from downloaded artifacts while keeping private Search Console URL Inspection fields as placeholders until a reviewer copies the real GSC result and screenshot.

Affected area: Search Console indexing record draft generator, validator states, SEO monitoring playbook, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the draft generator command and draft validator state, then revert the SEO monitoring page, release note, feature registry version, task, progress, and documentation updates.

1.0.157

Search Console indexing record template

2026-06-05 · patch

Added a structured GSC indexing record template and validator so manual URL Inspection or Page indexing observations can be retained with screenshots, canonical state, request-indexing outcome, and linked production SEO evidence without inferring private Search Console status from site-side checks.

Affected area: Search Console indexing record template, validator command, SEO monitoring playbook, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the GSC indexing record template and validator command, then revert the SEO monitoring page, release note, feature registry version, task, progress, and documentation updates.

1.0.156

Search Console verification evidence

2026-06-05 · patch

Added retained Search Console verification evidence so production SEO proof packages verify the public domain TXT token, homepage Google verification meta tag, SPF retention, canonical host, and the boundary that private Search Console UI ownership is not asserted by site-side checks.

Affected area: Search Console verification evidence script, package scripts, SEO Smoke workflow, SEO evidence validator, manifest schema, SEO monitoring artifact review copy, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the Search Console verification evidence script and artifact wiring, restore the previous manifest schema version, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.155

Professional review packet evidence

2026-06-05 · patch

Added a professional review packet page and retained production evidence so CPA or EA handoff can verify review status, modeled scope, non-modeled tax interactions, source data, sitemap discovery, llms.txt discovery, and pending professional-review language.

Affected area: Professional review packet page, sitemap, llms.txt, site index, structured-data evidence, SEO Smoke workflow, SEO evidence validator, manifest schema, SEO monitoring artifact review copy, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the professional review packet route and evidence script, restore the previous manifest schema version, then revert sitemap, llms.txt, site-index, release note, feature registry, task, progress, and documentation updates.

1.0.154

Production HTML quality evidence

2026-06-05 · patch

Added retained production HTML quality evidence so SEO proof packages verify page status, html lang, single H1 coverage, titles, meta descriptions, canonical tags, image alt text, button names, and form labels.

Affected area: SEO Smoke workflow, HTML quality evidence script, SEO evidence validator, manifest schema, SEO monitoring artifact review copy, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the HTML quality evidence script and artifact wiring, restore the previous manifest schema version, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.153

Production internal link evidence

2026-06-05 · patch

Added retained production internal-link evidence so SEO proof packages verify sitemap URL health, canonical host retention, noindex absence, and site-index internal link coverage.

Affected area: SEO Smoke workflow, internal link evidence script, SEO evidence validator, manifest schema, SEO monitoring artifact review copy, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the internal link evidence script and artifact wiring, restore the previous manifest schema version, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.152

Production crawl discovery evidence

2026-06-05 · patch

Added retained production crawl-discovery evidence so SEO proof packages verify robots.txt discovery links, sitemap canonical URL coverage, RSS feed item coverage, and llms.txt core AI-discovery coverage.

Affected area: SEO Smoke workflow, crawl discovery evidence script, SEO evidence validator, manifest schema, SEO monitoring artifact review copy, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the crawl discovery evidence script and artifact wiring, restore the previous manifest schema version, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.151

Production health endpoint evidence

2026-06-04 · patch

Added retained production health-endpoint evidence so SEO proof packages verify live /api/health status, no-store caching, tax-year metadata, content counts, feature counts, pending professional-review status, and absence of secret-like keys.

Affected area: SEO Smoke workflow, health evidence script, SEO evidence validator, manifest schema, SEO monitoring artifact review copy, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the health evidence script and artifact wiring, restore the previous manifest schema version, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.150

Production security headers evidence

2026-06-04 · patch

Added retained production security-header evidence so SEO proof packages verify live CSP, HSTS, nosniff, referrer, permissions, frame, base URI, form-action, and framework-fingerprint protections.

Affected area: SEO Smoke workflow, security headers evidence script, SEO evidence validator, manifest schema, SEO monitoring artifact review copy, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the security headers evidence script and artifact wiring, restore the previous manifest schema version, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.149

Production DNS evidence artifact

2026-06-04 · patch

Added retained DNS and canonical-host evidence so production SEO proof packages verify the apex redirect, canonical www status, and Vercel CNAME routing after domain changes.

Affected area: SEO Smoke workflow, DNS evidence script, SEO evidence validator, manifest schema, SEO monitoring artifact review copy, release notes, feature registry, task tracking, and operations documentation

Rollback path: Remove the DNS evidence script and artifact wiring, restore the previous manifest schema version, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.148

SEO evidence GitHub server provenance validation

2026-06-04 · patch

Added manifest GitHub server URL validation so retained production SEO evidence artifacts prove they were generated against the expected GitHub host.

Affected area: SEO evidence manifest checksum validator, SEO monitoring artifact review copy, release notes, feature registry, task tracking, progress evidence, and operations documentation

Rollback path: Remove gitHubServerUrl validation from the manifest validator, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.147

SEO evidence repository provenance validation

2026-06-04 · patch

Added manifest repository provenance checks so retained production SEO evidence artifacts identify and validate the GitHub repository that generated them, and hardened calculator input state updates for rapid mobile entry.

Affected area: SEO evidence manifest generation, manifest checksum validator, SEO monitoring artifact review copy, calculator input state updates, release notes, feature registry, task tracking, progress evidence, E2E guard, and operations documentation

Rollback path: Remove gitHubRepository from the manifest generator and repository checks from the manifest validator, restore snapshot-style calculator input updates, then revert the release note, feature registry versions, task, progress, E2E guard, and documentation updates.

1.0.146

SEO evidence workflow event validation

2026-06-04 · patch

Added manifest workflow event checks so retained production SEO evidence artifacts validate their event name, workflow name, and run attempt.

Affected area: SEO evidence manifest checksum validator, SEO monitoring artifact review copy, release notes, feature registry, task tracking, progress evidence, and operations documentation

Rollback path: Remove workflow event and run-attempt checks from the manifest validator, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.145

SEO evidence provenance consistency validation

2026-06-04 · patch

Added manifest provenance consistency checks so retained GitHub run URLs match their run IDs and retained commit URLs match their commit SHAs.

Affected area: SEO evidence manifest checksum validator, SEO monitoring artifact review copy, release notes, feature registry, task tracking, progress evidence, and operations documentation

Rollback path: Remove GitHub provenance consistency checks from the manifest validator, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.144

SEO evidence generated timestamp validation

2026-06-04 · patch

Added manifest generatedAt timestamp validation so production SEO evidence artifacts retain a machine-checkable creation time.

Affected area: SEO evidence manifest checksum validator, SEO monitoring artifact review copy, release notes, feature registry, task tracking, progress evidence, and operations documentation

Rollback path: Remove generatedAt timestamp validation from the manifest validator, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.143

SEO evidence schema version

2026-06-04 · patch

Added a machine-readable artifact schema version to the production SEO evidence manifest so reviewers and automation can distinguish proof-package contract changes.

Affected area: SEO evidence manifest generation, manifest checksum validator, SEO monitoring artifact review copy, release notes, feature registry, task tracking, progress evidence, and operations documentation

Rollback path: Remove artifactSchemaVersion from the manifest generator and validator, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.142

SEO evidence provenance URLs

2026-06-04 · patch

Added direct GitHub Actions run and commit URLs to the production SEO evidence manifest so downloaded proof packages remain traceable without opening the Actions UI first.

Affected area: SEO evidence manifest generation, manifest checksum validator, release notes, feature registry, task tracking, progress evidence, and operations documentation

Rollback path: Remove the GitHub run and commit URL fields from the manifest generator and validator, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.141

Retained checksum validation evidence

2026-06-04 · patch

Retained the SEO evidence manifest checksum validator output inside the production SEO evidence artifact so downloaded proof packages include both the manifest and the manifest-validation result.

Affected area: SEO Smoke workflow, SEO evidence manifest, manifest checksum validator, SEO monitoring artifact review copy, release notes, feature registry, task tracking, progress evidence, and operations documentation

Rollback path: Remove the retained manifest validation result from the workflow upload, manifest metadata, monitoring checklist, release note, feature registry version, task, progress, and documentation updates.

1.0.140

SEO evidence checksum validator

2026-06-04 · patch

Added a manifest validation command and CI step that verifies retained production SEO evidence byte counts and sha256 checksums before the proof package is uploaded.

Affected area: SEO evidence manifest validator, SEO Smoke workflow, SEO monitoring artifact review copy, release notes, feature registry, task tracking, progress evidence, and operations documentation

Rollback path: Remove the SEO evidence manifest validator script, package command, workflow step, monitoring copy, release note, feature registry version, task, progress, and documentation updates.

1.0.139

SEO evidence manifest checksums

2026-06-04 · patch

Added sha256 checksums to the production SEO evidence manifest so downloaded proof packages can be reviewed for file integrity as well as file presence, run identity, and retention metadata.

Affected area: SEO evidence manifest generation, SEO monitoring artifact review copy, release notes, feature registry, task tracking, progress evidence, and operations documentation

Rollback path: Remove sha256 generation from the SEO evidence manifest, then revert the SEO monitoring checksum review copy, release note, feature registry version, task, progress, and documentation updates.

1.0.138

SEO monitoring UI evidence review

2026-06-04 · patch

Updated the SEO monitoring artifact review checklist so the visible operations playbook explains how to verify the retained professional UI source-guard evidence inside production SEO artifacts.

Affected area: SEO monitoring content, artifact review checklist, release notes, feature registry, task tracking, progress evidence, and UI documentation

Rollback path: Remove the professional UI evidence checklist item from SEO monitoring, then revert the release note, feature registry version, task, progress, and documentation updates.

1.0.137

Professional UI evidence artifact

2026-06-04 · patch

Added a production evidence command and CI artifact coverage for the global professional UI source guard so each SEO evidence package retains proof that app and feature code stayed free of old glass-template surface classes.

Affected area: Professional UI source guard evidence script, SEO Smoke workflow, SEO evidence validator, evidence manifest, release notes, feature registry, task tracking, progress evidence, and UI documentation

Rollback path: Remove the professional UI evidence command from the workflow, validator, manifest, package script, and tests, then revert the release note, feature registry version, task, progress, and UI documentation updates.

1.0.136

Global professional UI guard

2026-06-03 · patch

Added a global source guard that scans app and feature code for old glass-template surface classes so future pages cannot reintroduce translucent cards, material shadows, hover-lift, or oversized custom radii.

Affected area: App routes, shared feature components, professional UI regression tests, release notes, feature registry, task tracking, progress evidence, and UI documentation

Rollback path: Remove the global professional UI guard test, then revert the release note, feature registry entry, task, progress, and UI documentation updates.

1.0.135

Professional blog shell surfaces

2026-06-03 · patch

Extended the professional no-glass UI system to the blog index and article shell by replacing translucent topic, author, calculator CTA, and related-guide cards with restrained bordered surfaces while leaving article body content unchanged.

Affected area: Blog index page, blog article shell, related guide links, calculator CTA, blog shell UI regression guard, release notes, feature registry, task tracking, progress evidence, and UI documentation

Rollback path: Restore the previous blog shell surface classes, then revert the blog-shell UI regression test, release note, feature registry entry, task, progress, and UI documentation updates.

1.0.134

Launch readiness status surfaces

2026-06-03 · patch

Tightened the operations page UI guard by converting Launch Readiness summary status blocks from oversized custom-radius surfaces to restrained bordered status panels.

Affected area: Launch readiness checklist, operations page UI regression guard, release notes, feature registry, task tracking, progress evidence, and UI documentation

Rollback path: Restore the previous Launch Readiness summary status block classes, then revert the operations UI guard update, release note, feature registry version, task, progress, and UI documentation updates.

1.0.133

Professional shared feature surfaces

2026-06-03 · patch

Extended the professional no-glass UI system to shared calculator and methodology feature components by replacing translucent table wrappers, FAQ cards, scenario panels, and utility controls with plain bordered surfaces.

Affected area: Shared feature components, homepage FAQ, methodology tax table, bracket impact, sensitivity tables, scenario history, tax data freshness, theme toggle, shared feature UI regression guards, release notes, feature registry, and UI documentation

Rollback path: Restore the previous shared feature component surface classes, then revert the shared-feature UI regression test, release note, feature registry entry, task, progress, and UI documentation updates.

1.0.132

Professional dynamic detail surfaces

2026-06-03 · patch

Extended the professional no-glass UI system to non-blog dynamic detail pages by replacing translucent, large-radius, and heavy-shadow content panels with plain bordered review surfaces.

Affected area: Keyword landing, age scenario, basis, example, filing status, glossary, state, federal bracket, multi-year planning, tax interaction, tax payment method detail pages, dynamic detail UI regression guards, release notes, feature registry, and UI documentation

Rollback path: Restore the previous dynamic detail page container classes in the affected app routes, then revert the dynamic-detail UI regression test, release note, feature registry entry, task, progress, and UI documentation updates.

1.0.131

Professional priority guide surfaces

2026-06-03 · patch

Extended the professional no-glass UI system to priority educational and CPA-review guide pages by replacing translucent, large-radius, and heavy-shadow review cards with plain bordered YMYL review panels.

Affected area: Calculator assumptions guide, CPA review checklist, Roth conversion priority guide pages, guide page UI regression guards, release notes, feature registry, and UI documentation

Rollback path: Restore the previous priority guide page container classes in the affected app routes, then revert the priority-guide UI regression test, release note, feature registry entry, task, progress, and UI documentation updates.

1.0.130

Professional content hub surfaces

2026-06-03 · patch

Extended the professional no-glass UI system to top-level index and content hub pages by replacing translucent, large-radius, and hover-shadow link cards with plain bordered navigation panels.

Affected area: Site index, release notes, calculator hub, state hub, glossary hub, age scenarios, examples, filing status, basis, multi-year planning, tax interactions, tax payment methods, content hub UI regression guards, release notes, feature registry, and UI documentation

Rollback path: Restore the previous hub page card classes in the affected app routes, then revert the content-hub UI regression test, release note, feature registry entry, task, progress, and UI documentation updates.

1.0.129

Professional operations page surfaces

2026-06-03 · patch

Extended the no-AI professional UI pass to audit and operations playbook pages by replacing glass, large-radius, and heavy-shadow surfaces with plain bordered review panels and adding regression guards for the operations page shell.

Affected area: SEO monitoring, content operations, performance audit, accessibility audit, AI compliance audit, privacy data flow, production launch, launch readiness, feedback roadmap, tax data update, operations page UI tests, release notes, feature registry, and UI documentation

Rollback path: Restore the previous operations page container classes in the affected app routes, then revert the operations-page UI regression test, release note, feature registry entry, task, progress, and UI documentation updates.

1.0.128

Mobile input disclosure touch targets

2026-06-03 · patch

Improved the calculator input disclosures by giving Projection assumptions and Advanced assumptions larger mobile touch targets, clear chevron affordances, and native details/summary behavior for keyboard and screen-reader compatibility.

Affected area: Calculator input disclosures, mobile touch targets, projection assumptions, advanced assumptions, input layout regression guards, release notes, feature registry, and UI documentation

Rollback path: Restore the previous plain summary elements in CalculatorInput, remove the chevron disclosure summary helper, then revert the related calculator input layout tests, release note, feature version, task, progress, and UI documentation updates.

1.0.127

Compact mobile input assumptions

2026-06-03 · patch

Refined the homepage Quick Estimate input flow by moving retirement age and expected annual return into a collapsed Projection assumptions section, keeping the assumptions available while reducing default mobile input density.

Affected area: Calculator input layout, mobile first-screen density, projection assumptions, input layout regression guards, release notes, feature registry, UI documentation, and engineering progress tracking

Rollback path: Move retirement age and expected annual return back into the always-visible Quick Estimate field list, then revert the related calculator input layout tests, release note, feature registry entry, task, progress, and UI documentation updates.

1.0.126

Stable result action toolbar

2026-06-03 · patch

Refined the homepage result action toolbar so dynamically loaded report and CPA packet actions keep stable disabled placeholders and the mobile-to-desktop toolbar stays on a predictable two-to-four column grid.

Affected area: Homepage result actions, lazy action fallbacks, mobile calculator detail polish, layout-shift regression guards, release notes, feature registry, and UI documentation

Rollback path: Restore the result action toolbar classes and dynamic button loading fallbacks in HomeCalculatorClient, then revert the related result action layout test, release note, feature version, task, progress, and UI documentation updates.

1.0.125

Professional support panel UI

2026-06-03 · patch

Extended the no-AI professional UI pass to the supporting calculator panels by demoting AI-first explainer language, removing glass/tinted card styling from warnings, payment comparison, projection, breakdown, and scope badges, and adding regression guards for the support panel surface.

Affected area: Explanation assistant, tax impact warnings, tax payment comparison, projection chart, calculation breakdown, result scope badges, homepage lazy fallbacks, UI tests, and engineering documentation

Rollback path: Restore the previous support panel classes and explainer headings in the affected feature components, then revert the related support-panel UI test, release note, feature version, task, progress, and documentation updates.

1.0.124

No-AI SEO metadata branding

2026-06-03 · patch

Aligned homepage metadata, Open Graph, Twitter card, RSS site name, and homepage WebPage JSON-LD with the professional Roth Conversion Calculator brand while preserving the optional educational AI explainer feature.

Affected area: Root metadata, social previews, site configuration, RSS feed title, homepage WebPage JSON-LD, structured-data guards, and no-AI SEO regression tests

Rollback path: Restore the previous AI-first metadata strings in src/app/layout.tsx, src/core/seo/site-config.ts, and src/core/seo/json-ld.ts, then revert the related SEO tests, release note, feature version, task, progress, and documentation updates.

1.0.123

Professional calculator UI pass

2026-06-02 · patch

Adapted the no-AI UI refactor brief into a scoped homepage calculator pass with plain financial-tool surfaces, calculator-first hero copy, a 40/60 input/result layout, and worksheet-style primary result numbers while preserving calculation and SEO behavior.

Affected area: Homepage hero, shared Card/Button/Field primitives, calculator input surface, result summary cards, UI regression guards, and V1.3 engineering documentation

Rollback path: Restore the previous homepage hero copy and shared UI primitive classes, revert the calculator layout and result-summary style changes, then remove the UI no-AI regression test and documentation addendum.

1.0.122

Performance warning playbook

2026-06-02 · patch

Updated the performance audit playbook so operators can interpret Lighthouse warningClassification values for clean samples, non-blocking Chrome temporary-directory cleanup warnings, and blocking runtime warnings.

Affected area: Performance audit playbook, Lighthouse evidence review, PageSpeed follow-up workflow, release regression checks, and lab-warning operations

Rollback path: Remove the Lighthouse runtime warning classification check from src/content/performance-audit.ts, then revert the related performance-audit test, release note, feature version, task, progress, and performance documentation updates.

1.0.121

Lighthouse warning classification

2026-06-02 · patch

Added explicit warningClassification and samplePolicy warning summaries to mobile Lighthouse evidence so valid samples with Chrome temporary-directory cleanup warnings are distinguished from blocking runtime issues.

Affected area: Mobile Lighthouse evidence, GitHub Actions SEO artifacts, performance evidence review, PageSpeed follow-up workflow, and lab-warning triage

Rollback path: Remove classifyLighthouseWarning, warningClassification, and samplePolicy.warningSummary from scripts/performance-evidence.mjs, remove warningClassification validation, then revert the related tests, release note, feature version, task, progress, and performance documentation updates.

1.0.120

Performance audit sample policy

2026-06-02 · patch

Updated the performance audit playbook so operators can review the new multi-sample Lighthouse samplePolicy, retained attempts, valid sample count, and median TBT selection strategy from the live operations page.

Affected area: Performance audit playbook, Core Web Vitals operations, Lighthouse evidence review, PageSpeed follow-up workflow, and release regression checks

Rollback path: Remove the multi-sample Lighthouse evidence check from src/content/performance-audit.ts, then revert the related performance-audit test, release note, feature version, task, progress, and performance documentation updates.

1.0.119

Median Lighthouse performance evidence

2026-06-02 · patch

Added multi-sample mobile Lighthouse collection so performance evidence records each attempt, ignores invalid SEO-category samples, and selects the valid median TBT sample for retained artifacts.

Affected area: Mobile Lighthouse evidence, GitHub Actions SEO artifacts, Core Web Vitals operations, PageSpeed follow-up monitoring, and TBT variance triage

Rollback path: Remove samplePolicy, collectSample, failedAttemptSummary, selectedMedianSample, and PERFORMANCE_EVIDENCE_SAMPLE_COUNT from scripts/performance-evidence.mjs, remove samplePolicy validation, then revert the related tests, release note, feature version, task, progress, and performance documentation updates.

1.0.118

First-party TBT attribution

2026-06-02 · patch

Added a compact attribution summary to mobile performance evidence so long tasks and script bootup are grouped by homepage document, Next.js chunks, first-party resources, third-party resources, or unattributable work.

Affected area: Mobile Lighthouse evidence, first-party TBT triage, GitHub Actions SEO artifacts, Core Web Vitals operations, and PageSpeed follow-up optimization

Rollback path: Remove attributionSummary, classifyUrl, addAttribution, and summarizeAttribution from scripts/performance-evidence.mjs, remove attributionSummary validation, then revert the related tests, release note, feature version, task, progress, and performance documentation updates.

1.0.117

Deferred GA4 idle loader

2026-06-02 · patch

Replaced immediate Next.js GA4 script scheduling with a small dataLayer queue and deferred external gtag.js injection after load, idle time, and a short fallback delay.

Affected area: Privacy-safe analytics, third-party script scheduling, mobile TBT readiness, Core Web Vitals operations, and PageSpeed follow-up optimization

Rollback path: Restore src/features/analytics/GoogleAnalytics.tsx to use Next.js Script with lazyOnload, remove buildDeferredGtagLoaderScript from src/core/analytics/ga.ts, then revert the related analytics test, release note, feature version, task, progress, and performance documentation updates.

1.0.116

Lazy GA4 loading

2026-06-02 · patch

Moved the GA4 loader and config scripts to Next.js lazyOnload strategy so analytics runs after the load event instead of competing with the calculator's first interactive path.

Affected area: Privacy-safe analytics, mobile TBT readiness, GA4 script loading, Core Web Vitals operations, and PageSpeed follow-up optimization

Rollback path: Change the GA4 Script strategy values in src/features/analytics/GoogleAnalytics.tsx back to afterInteractive, then revert the related analytics test, release note, feature version, task, progress, and performance documentation updates.

1.0.115

TBT attribution diagnostics

2026-06-02 · patch

Added compact Lighthouse diagnostics for long tasks, main-thread work, script bootup cost, and third-party main-thread time so TBT review evidence can distinguish page work from lab-runner variance.

Affected area: Mobile Lighthouse evidence, TBT triage, GitHub Actions SEO artifacts, Core Web Vitals operations, and performance review diagnostics

Rollback path: Remove tbtDiagnostics helpers and output from scripts/performance-evidence.mjs, remove tbtDiagnostics assertions from scripts/validate-seo-evidence.mjs, then revert the related tests, release note, feature version, task, progress, and performance documentation updates.

1.0.114

Performance review trigger evidence

2026-06-02 · patch

Added explicit reviewTriggers and reviewSummary fields to mobile Lighthouse evidence so CI performance variance identifies the exact metric that needs review before any production UX change.

Affected area: Mobile Lighthouse evidence, PageSpeed follow-up workflow, GitHub Actions SEO artifacts, Core Web Vitals operations, and performance review triage

Rollback path: Remove reviewTriggers and reviewSummary from scripts/performance-evidence.mjs, then revert the related tests, release note, feature version, task, progress, and performance documentation updates.

1.0.113

Mobile result density refinement

2026-06-02 · patch

Compressed the mobile result summary and moved secondary result actions after the core estimate so small-screen users see the main tax numbers before share, report, CPA packet, and reset controls.

Affected area: Homepage mobile result density, calculator result hierarchy, Core Web Vitals readiness, action layout, and PageSpeed follow-up optimization

Rollback path: Restore ResultSummary mobile padding, text sizing, and explanatory text visibility, move result actions back into the result header area in HomeCalculatorClient, then revert the related tests, release note, feature version, task, progress, and performance documentation updates.

1.0.112

Mobile calculator-first layout

2026-06-02 · patch

Moved the homepage workflow explainer cards after the calculator so mobile users reach the input surface sooner, while retaining the educational workflow content below the core calculator experience.

Affected area: Homepage mobile first-screen density, calculator access, Core Web Vitals readiness, educational workflow copy, and PageSpeed follow-up optimization

Rollback path: Move the AI calculator workflow section back above HomeCalculatorClient in src/app/page.tsx, then revert the related performance test, release note, feature version, task, progress, and performance documentation updates.

1.0.111

Mobile glass paint reduction

2026-06-02 · patch

Reduced small-screen first-paint work by disabling backdrop blur and heavy material shadows on the shared card surface and primary navigation until the sm breakpoint, while preserving the desktop glass treatment.

Affected area: Homepage mobile rendering, shared card surface, primary navigation, Core Web Vitals readiness, LCP stability, and PageSpeed follow-up optimization

Rollback path: Restore the shared Card and homepage primary navigation classes to always use shadow-material and backdrop-blur-xl, then revert the related performance test, release note, feature version, task, progress, and performance documentation updates.

1.0.110

Mobile LCP paint simplification

2026-06-02 · patch

Simplified the mobile homepage background paint path by removing the large radial gradient under the small-screen breakpoint while preserving the desktop visual treatment, reducing mobile render work without changing calculator behavior, structured data, or YMYL copy.

Affected area: Homepage mobile rendering, Core Web Vitals readiness, LCP stability, visual background paint, PageSpeed follow-up optimization, and regression tests

Rollback path: Remove the max-width 640px background override from src/app/globals.css, revert the homepage performance test, and restore the release note, feature version, task, progress, and performance documentation updates.

1.0.109

Homepage calculator client island

2026-06-02 · patch

Converted the homepage back to a server component and moved the interactive calculator workflow into a dedicated HomeCalculatorClient island, keeping JSON-LD, navigation, source copy, FAQ, and footer content server-rendered while reducing first-load JavaScript.

Affected area: Homepage rendering architecture, Core Web Vitals readiness, client bundle size, structured-data rendering, calculator interactivity, and PageSpeed follow-up optimization

Rollback path: Move the HomeCalculatorClient content back into src/app/page.tsx with the previous use client boundary, remove src/app/HomeCalculatorClient.tsx, and revert the related tests, release note, task, progress, and performance documentation updates.

1.0.108

Homepage below-fold bundle split

2026-06-02 · patch

Split below-the-fold homepage FAQ, calculation details, and tax-data freshness UI into dynamic chunks while keeping FAQ structured-data items available for JSON-LD, reducing the homepage client bundle without changing calculator behavior or YMYL copy.

Affected area: Homepage Core Web Vitals readiness, client bundle size, FAQ structured data, calculation details loading, tax-data trust UI, and PageSpeed follow-up optimization

Rollback path: Restore static imports for FaqSection, CalculationBreakdown, and TaxDataFreshnessCard in src/app/page.tsx, move FAQ items back into FaqSection if needed, and revert the related tests, release note, task, progress, and performance documentation updates.

1.0.107

Mobile performance evidence guard

2026-06-02 · patch

Added a Lighthouse-backed mobile performance evidence command and retained CI artifact file so PageSpeed-style regression checks cover performance score, SEO score, LCP, TBT, and CLS alongside existing production SEO evidence.

Affected area: PageSpeed follow-up workflow, mobile Lighthouse lab evidence, production SEO evidence artifacts, CI performance regression checks, and Core Web Vitals operations

Rollback path: Remove scripts/performance-evidence.mjs, the seo:performance package script, the workflow performance evidence step and artifact file, the validator and manifest references, and the related tests, release note, task, progress, and performance documentation updates.

1.0.106

Blog publication manifest validator

2026-06-02 · patch

Added a manifest validator for retained blog publication packages so archived readiness, final validation, SEO smoke, structured-data, and blog discovery evidence can be checked for required roles, Article/Breadcrumb coverage, byte counts, and SHA-256 hash integrity.

Affected area: Blog publication evidence retention, manifest integrity checks, reviewer handoff validation, release auditability, and YMYL-safe publishing governance

Rollback path: Remove scripts/validate-blog-publication-manifest.mjs, the seo:blog-publication-manifest-validate package script, manifest validator references from content operations and blog workflow documentation, and the related tests, release note, task, progress, and feature version update.

1.0.105

Blog publication evidence manifest

2026-06-02 · patch

Added a blog publication manifest command so each user-approved article release can retain a single inventory of readiness, final validation, production SEO smoke, structured-data, and blog discovery evidence with file sizes and SHA-256 hashes.

Affected area: Blog publication evidence retention, reviewer handoff packages, release auditability, content operations documentation, and YMYL-safe publishing governance

Rollback path: Remove scripts/generate-blog-publication-manifest.mjs, the seo:blog-publication-manifest package script, manifest references from content operations and blog workflow documentation, and the related tests, release note, task, progress, and feature version update.

1.0.104

Blog final validation evidence output

2026-06-02 · patch

Added --output support to the final blog publication package validator so approved article release packages can retain blog-final-publication-result.json alongside readiness, structured-data, discovery, and SEO smoke evidence.

Affected area: Blog final publication validation, retained release evidence, reviewer handoff artifacts, content operations documentation, and YMYL-safe publishing governance

Rollback path: Remove --output handling from scripts/validate-blog-final-publication.mjs, remove blog-final-publication-result.json references from content operations and blog workflow documentation, and revert the related tests, release note, task, progress, and feature version update.

1.0.103

Blog final publication package validator

2026-06-02 · patch

Added a final blog publication package validator so approved article releases can verify readiness evidence, manual-review acceptance, production SEO smoke, Article structured data, and blog discovery evidence before being treated as publishable.

Affected area: Blog publication QA automation, retained evidence validation, manual-review stop conditions, structured-data release checks, and YMYL-safe publishing governance

Rollback path: Remove scripts/validate-blog-final-publication.mjs, the seo:blog-final-validate package script, its tests, the command references from content operations and blog workflow documentation, and the related release note, task, progress, and feature version update.

1.0.102

Blog final publication review gate

2026-06-02 · patch

Added a visible final publication review gate to the Content Operations Playbook so user-owned blog drafts must retain readiness evidence, resolve manual-review stops, and pass post-deploy discovery and structured-data evidence before AI publishes them.

Affected area: Blog publishing operations, user-owned article approval, YMYL stop conditions, retained readiness evidence, discovery evidence, and release governance

Rollback path: Remove getBlogFinalPublicationReview, the Final publication review section from /content-operations, and the related tests, release note, documentation, task, progress, and content-operations feature version update.

1.0.101

Blog discovery evidence artifact

2026-06-02 · patch

Added a production blog discovery evidence command and retained artifact file that verify every current blog post is discoverable from the blog hub, sitemap, and RSS feed while confirming llms.txt includes the expected recent-guide coverage.

Affected area: Blog publishing discovery, sitemap coverage, RSS coverage, llms.txt evidence, SEO Smoke artifacts, and source-driven content governance

Rollback path: Remove scripts/blog-discovery-evidence.mjs, the seo:blog-discovery package script, the workflow step, blog-discovery-evidence-result.json from the artifact manifest and validator, and the related tests, documentation, release note, and feature registry version.

1.0.100

Dynamic blog structured-data evidence

2026-06-02 · patch

Changed production structured-data evidence from a hand-maintained blog path list to a source-driven blog slug reader so future blog posts are automatically required to expose Article and BreadcrumbList JSON-LD in retained SEO evidence.

Affected area: Blog Article schema monitoring, production structured-data evidence, SEO artifact validation, future blog publishing automation, and source-driven release governance

Rollback path: Restore the explicit blog path list in scripts/structured-data-evidence.mjs, remove the blog slug reader from the structured-data evidence validator, and revert the related tests, documentation, release note, and feature registry version.

1.0.99

Blog Article structured-data evidence

2026-06-02 · patch

Expanded the production structured-data evidence command and retained SEO artifact validator to cover existing blog Article pages, requiring Article and BreadcrumbList JSON-LD across the current blog library while preserving the user-owned article writing boundary.

Affected area: Production structured-data evidence, blog Article JSON-LD monitoring, SEO Smoke artifacts, schema validation, and YMYL-safe publishing governance

Rollback path: Remove the blog paths from scripts/structured-data-evidence.mjs, lower the structured-data artifact pageCount requirement, remove the blog Article validator branch, and revert the related tests, documentation, release note, and feature registry version.

1.0.98

Blog link evidence publication guard

2026-06-02 · patch

Added internal-link and official-source-link hard checks to the blog review, readiness, and publication evidence validation commands so user-written drafts must include both site discovery support and source-aligned YMYL trust evidence before publication.

Affected area: Blog draft QA automation, internal linking workflow, official source review, publication evidence validation, and YMYL-safe article release gates

Rollback path: Remove internal_link_presence, official_source_link_presence, linkSummary output, validator requirements, and the related tests, documentation, release note, and content operations copy.

1.0.97

Blog YMYL language publication guard

2026-06-01 · patch

Added a hard YMYL language check to the blog review and readiness commands so drafts are blocked before publication when they contain personalized recommendations, best/optimal claims, guarantees, fake ratings, risk-free claims, or 100% accuracy claims.

Affected area: Blog draft QA automation, user-owned article review, publication evidence validation, content operations workflow, and YMYL-safe article release gates

Rollback path: Remove the no_high_risk_ymyl_language check, ymylRiskMatches output, validator requirement, and related documentation, tests, release note, and content operations copy.

1.0.96

Blog readiness evidence output file

2026-06-01 · patch

Added an --output option to the one-step blog readiness command so publication readiness JSON can be saved directly without shell redirection while still printing the same evidence payload.

Affected area: Blog readiness automation, publication evidence retention, reviewer handoff workflow, content operations playbook, and YMYL-safe article release gates

Rollback path: Remove --output handling from scripts/blog-publication-readiness.mjs and revert the related tests, documentation, release note, and content operations command copy.

1.0.95

Blog readiness publication status

2026-06-01 · patch

Added explicit publicationStatus and manualReviewRequired fields to the one-step blog readiness output so drafts with passing hard checks still pause for editorial review when preferred/manual SEO signals need attention.

Affected area: Blog readiness automation, editorial handoff evidence, content operations workflow, semantic SEO review, and YMYL-safe article publication gates

Rollback path: Remove publicationStatus and manualReviewRequired from scripts/blog-publication-readiness.mjs and revert the matching tests, documentation, release note, and content operations copy.

1.0.94

One-step blog publication readiness check

2026-06-01 · patch

Added a one-step blog readiness command that runs draft SEO review and publication evidence validation together, returning a single JSON payload for quick pre-publication checks without manual redirection.

Affected area: Blog publication QA automation, content operations workflow, user-owned article review, semantic SEO evidence, and YMYL-safe release checks

Rollback path: Remove scripts/blog-publication-readiness.mjs, the seo:blog-ready package script, its tests, and the readiness command references from the blog workflow documentation and content operations page.

1.0.93

Blog publication evidence validator

2026-06-01 · patch

Added a blog publication evidence validator so retained seo:blog-review JSON output can be checked for passing hard checks, semanticSummary evidence, word count, heading structure, and image alt readiness before article release.

Affected area: Blog publication QA automation, retained review evidence, content operations workflow, user-owned article publishing, and YMYL-safe release gates

Rollback path: Remove scripts/validate-blog-publication-evidence.mjs, the seo:blog-evidence-validate package script, its tests, and the evidence validation command from the blog workflow documentation and content operations page.

1.0.92

Semantic blog draft review evidence

2026-06-01 · patch

Expanded the blog draft SEO review command to report heading hierarchy, paragraph structure, H2 outline readiness, and strong-emphasis usage so user-written drafts can be checked against semantic HTML expectations before publication.

Affected area: Blog draft QA automation, semantic HTML review, content operations playbook, user-owned article publishing workflow, and YMYL-safe SEO release checks

Rollback path: Remove the heading_hierarchy hard check, semanticSummary output, paragraph/strong/manual review checks, and matching documentation updates from the blog draft review workflow.

1.0.91

Visible blog review operations workflow

2026-06-01 · patch

Added the user-owned blog draft SEO review gate to the Content Operations Playbook so article drafts have visible hard checks, manual review signals, and AI publication duties before release.

Affected area: Content operations page, blog publishing workflow, SEO review guardrails, YMYL-safe article publication, and release governance

Rollback path: Remove getBlogDraftReviewWorkflow and the Blog Draft SEO Review section from /content-operations, then return the content-operations feature registry version to the previous release.

1.0.90

Blog draft SEO review command

2026-06-01 · patch

Added a local blog draft review command so user-written drafts can be checked for primary keyword placement, word count, heading structure, image alt text, and keyword-density review before engineering publication.

Affected area: User-owned blog writing workflow, SEO review operations, content QA automation, and YMYL-safe publication guardrails

Rollback path: Remove scripts/blog-seo-review.mjs, the seo:blog-review package script, the blog SEO review tests, and the draft command section from the blog authoring SEO review workflow.

1.0.89

Complete guide structured data evidence

2026-06-01 · patch

Completed WebPage and BreadcrumbList structured-data coverage across the existing guide library without changing user-written blog content, then expanded the production evidence check so retained artifacts verify all monitored guide pages.

Affected area: Existing guide pages, structured-data monitoring, production SEO evidence artifacts, release guardrails, and V1.3 semantic SEO implementation

Rollback path: Remove contentWebPageJsonLd from the remaining guide pages, then remove those paths from scripts/structured-data-evidence.mjs and the SEO evidence validator if the evidence scope needs to return to the smaller monitored set.

1.0.88

Expanded guide structured data evidence

2026-06-01 · patch

Expanded priority structured-data evidence to additional YMYL-sensitive guide pages covering NIIT, RMDs, Social Security taxable benefits, and estimated tax review, using source-aligned WebPage and BreadcrumbList schema without adding unsupported recommendation or review markup.

Affected area: Long-tail educational SEO pages, structured-data monitoring, retained production evidence artifacts, and V1.3 semantic SEO guardrails

Rollback path: Remove contentWebPageJsonLd from the NIIT, RMD, Social Security tax, and estimated tax guides, then remove those paths from scripts/structured-data-evidence.mjs and the SEO evidence validator.

1.0.87

Priority page structured data evidence

2026-06-01 · patch

Extended structured-data monitoring beyond the homepage by adding source-aligned WebPage and BreadcrumbList JSON-LD to priority educational pages and requiring those pages in the retained production evidence artifact.

Affected area: Priority SEO pages, IRMAA and ACA education guides, 2026 federal tax brackets page, structured-data evidence automation, and V1.3 semantic SEO guardrails

Rollback path: Remove contentWebPageJsonLd from priority pages, remove the tax-brackets breadcrumb JSON-LD, and return scripts/structured-data-evidence.mjs plus the evidence validator to homepage-only checks.

1.0.86

Structured data evidence artifact

2026-06-01 · patch

Added a production structured-data evidence command and wired it into the SEO Smoke workflow so the retained proof package now checks homepage JSON-LD types, canonical host consistency, fake review fields, unsupported feature claims, and unsafe YMYL phrases before artifact upload.

Affected area: Production SEO evidence automation, homepage structured-data monitoring, GitHub Actions artifacts, and V1.3 semantic structured-data SEO implementation

Rollback path: Remove scripts/structured-data-evidence.mjs, the seo:structured-data package script, the structured data workflow step, and structured-data-evidence-result.json from the evidence validator, manifest, and uploaded artifact.

1.0.85

Homepage semantic landmark audit

2026-06-01 · patch

Added explicit semantic labels and heading associations to the homepage primary navigation, calculator region, input section, results article, and footer while preserving existing layout and calculator behavior.

Affected area: Homepage semantic HTML, accessibility landmarks, crawler-readable structure, and V1.3 semantic SEO implementation

Rollback path: Remove the added aria-label and aria-labelledby attributes and the homepage semantic landmark test if the page should return to its previous landmark annotations.

1.0.84

Safe homepage structured data graph

2026-06-01 · patch

Added source-aligned WebSite and WebPage JSON-LD to the homepage, strengthened the WebApplication node with canonical IDs and visible feature references, and added structured-data guard tests that block fake ratings, unsupported voice features, non-canonical URLs, and unsafe YMYL phrases.

Affected area: Homepage structured data, semantic SEO guardrails, JSON-LD test coverage, and V1.3 structured-data implementation

Rollback path: Remove websiteJsonLd, homepageWebPageJsonLd, the added homepage JSON-LD scripts, and the structured-data guard test if the homepage should return to the previous WebApplication/HowTo/Organization-only schema set.

1.0.83

SEO evidence artifact review checklist

2026-05-30 · patch

Added a visible artifact review checklist to the SEO monitoring playbook so downloaded production-seo-evidence packages are checked for smoke status, GSC priority URL evidence, validator summary, and manifest traceability before Search Console or incident work.

Affected area: SEO monitoring page, Search Console retry operations, production evidence artifacts, and incident review workflow

Rollback path: Remove buildSeoEvidenceArtifactReview and the SEO evidence artifact review section from /seo-monitoring if downloaded artifact review should return to documentation-only handling.

1.0.82

Self-describing SEO evidence manifest

2026-05-30 · patch

Updated the SEO evidence manifest so the artifact inventory lists all retained files, including the manifest itself as a self-describing generated file, while preserving byte counts for the three source evidence JSON files.

Affected area: SEO evidence artifact traceability, GitHub Actions proof-package auditability, Search Console retry records, and incident review records

Rollback path: Remove seo-evidence-manifest.json from the manifest file list in scripts/generate-seo-evidence-manifest.mjs if the manifest should only inventory source evidence files.

1.0.81

SEO evidence manifest

2026-05-30 · patch

Added a machine-readable manifest to the production SEO evidence artifact so each proof package records run metadata, commit identity, event type, retained files, file sizes, production host, and retention window.

Affected area: GitHub Actions SEO artifact traceability, Search Console evidence packages, incident review, and post-launch audit records

Rollback path: Remove scripts/generate-seo-evidence-manifest.mjs, the seo:evidence-manifest package script, the Generate SEO evidence manifest workflow step, and seo-evidence-manifest.json from the artifact upload path.

1.0.80

SEO evidence validation summary artifact

2026-05-30 · patch

Added the validator's JSON summary to the production SEO evidence artifact so downloaded proof packages include the smoke output, GSC priority URL evidence, and the machine-readable validation result together.

Affected area: GitHub Actions artifact contents, Search Console retry evidence, incident review records, and SEO proof-package completeness

Rollback path: Remove seo-evidence-validation-result.json from the SEO Smoke workflow and artifact upload path if the validation summary should no longer be retained.

1.0.79

SEO evidence artifact validation

2026-05-30 · patch

Added a local and CI validator for production SEO evidence artifacts so uploaded smoke and GSC JSON files are checked for parseability, expected host, priority URL coverage, sitemap inclusion, noindex absence, and fresh lastmod evidence before retention.

Affected area: GitHub Actions SEO evidence artifacts, Search Console proof packages, CI guardrails, and post-launch operations records

Rollback path: Remove scripts/validate-seo-evidence.mjs, the seo:evidence-validate package script, and the Validate SEO evidence artifact workflow step if artifact validation needs to be disabled.

1.0.78

Sitemap freshness operations playbook

2026-05-30 · patch

Added a visible sitemap freshness evidence section to the SEO monitoring playbook so freshness-critical priority URLs, minimum lastmod dates, GSC evidence output, and CI artifact records are documented for Search Console operations.

Affected area: SEO monitoring page, V1.3 engineering documentation, Search Console retry workflow, and sitemap freshness evidence

Rollback path: Remove buildSitemapFreshnessEvidence, the sitemap freshness evidence section on /seo-monitoring, and the V1.3 sitemap freshness addendum if this operations documentation needs to be rolled back.

1.0.77

GSC sitemap freshness evidence

2026-05-30 · patch

Extended the GSC priority URL evidence command to parse sitemap entries and fail when recently updated operational, methodology, tax-data, bracket, or homepage URLs lose fresh lastmod coverage.

Affected area: Search Console evidence automation, sitemap regression detection, priority URL crawl freshness, and production SEO artifacts

Rollback path: Remove the lastmod parsing and freshness assertions from scripts/gsc-evidence.mjs if the evidence check needs to return to sitemap-inclusion-only validation.

1.0.76

Sitemap lastmod freshness

2026-05-30 · patch

Changed static sitemap entries from a single default lastmod date to per-page freshness metadata so recently updated SEO operations, methodology, tax-data, and release-note pages send accurate change signals.

Affected area: XML sitemap freshness, Search Console discovery signals, static SEO pages, and post-launch crawl evidence

Rollback path: Restore the previous static route array in src/app/sitemap.ts if per-page lastmod metadata needs to be rolled back.

1.0.75

Native Node 24 GitHub Actions

2026-05-30 · patch

Upgraded the production SEO Smoke workflow to native Node 24 GitHub Actions versions for checkout, setup-node, and upload-artifact, removing the temporary forced Node 24 compatibility flag.

Affected area: GitHub Actions SEO automation, scheduled production evidence checks, dependency installation, and artifact upload runtime compatibility

Rollback path: Restore the previous action versions in .github/workflows/seo-smoke.yml and re-enable the forced Node 24 compatibility flag if a newer action regression appears.

1.0.74

Node 24 SEO workflow readiness

2026-05-30 · patch

Moved the production SEO Smoke workflow to Node 24 and opted GitHub JavaScript actions into the Node 24 runtime so scheduled SEO evidence checks stay stable before GitHub's Node 20 action runtime removal window.

Affected area: GitHub Actions SEO automation, scheduled production evidence checks, artifact upload, and CI runtime compatibility

Rollback path: Restore the workflow node-version and remove FORCE_JAVASCRIPT_ACTIONS_TO_NODE24 from .github/workflows/seo-smoke.yml.

1.0.73

Search Console indexing retry protocol

2026-05-30 · patch

Added a Search Console retry protocol that requires production SEO evidence before URL Inspection retries, limits repeated Request indexing attempts after Google backend errors, and records when failures are Search Console-side rather than site-side.

Affected area: SEO monitoring playbook, Search Console retry operations, indexing evidence records, and post-launch incident routing

Rollback path: Remove the indexing retry protocol section and buildSearchConsoleRetryProtocol helper from the SEO monitoring playbook.

1.0.72

Downloadable SEO evidence artifacts

2026-05-30 · patch

Updated the production SEO Smoke workflow to save SEO smoke and GSC priority URL evidence JSON outputs as a downloadable GitHub Actions artifact for post-launch records and Search Console retry support.

Affected area: GitHub Actions evidence retention, Search Console operations, SEO monitoring audit trail, and post-launch proof records

Rollback path: Remove the tee output files and actions/upload-artifact step from .github/workflows/seo-smoke.yml.

1.0.71

Automated GSC evidence checks

2026-05-30 · patch

Extended the production SEO Smoke GitHub Actions workflow to run the GSC priority URL evidence command after the regular smoke check, covering status, canonical, sitemap inclusion, and noindex signals on every main push and scheduled run.

Affected area: GitHub Actions SEO automation, Search Console retry readiness, canonical regression detection, and production monitoring

Rollback path: Remove the GSC_EVIDENCE_BASE_URL environment variable and npm run seo:gsc-evidence step from .github/workflows/seo-smoke.yml.

1.0.70

GSC priority URL evidence command

2026-05-30 · patch

Added a repeatable GSC evidence command that checks priority URL status, canonical tags, sitemap inclusion, and noindex signals before Search Console URL Inspection retries; also fixed the methodology page canonical.

Affected area: Search Console retry evidence, canonical metadata, sitemap verification, and SEO operations guardrails

Rollback path: Remove scripts/gsc-evidence.mjs, the seo:gsc-evidence package command, and the methodology canonical patch if the evidence workflow needs to be rolled back.

1.0.69

Search Console exception queue

2026-05-30 · patch

Added a Search Console exception queue that records domain verification, sitemap submission, and URL Inspection request-indexing outcomes so transient Google workflow issues are separated from actual site crawlability problems.

Affected area: Search Console operations, indexing evidence, DNS verification routing, and SEO monitoring governance

Rollback path: Remove the exception queue from src/content/seo-monitoring and src/app/seo-monitoring while keeping the submission loop and query opportunity matrix.

1.0.68

Search Console query opportunity matrix

2026-05-30 · minor

Enhanced the SEO monitoring playbook with a Search Console query opportunity matrix that maps calculator, bracket-room, hidden-tax, payment-method, state, filing-status, forms, and CPA handoff queries into safe content actions with compliance or professional review gates.

Affected area: Post-launch SEO operations, content prioritization, YMYL review routing, and Search Console growth loops

Rollback path: Revert the query opportunity matrix from src/content/seo-monitoring and src/app/seo-monitoring while keeping the base SEO monitoring playbook available.

1.0.67

Roth conversion QCD guide

2026-05-04 · minor

Added an educational QCD guide covering qualified charitable distribution basics, RMD coordination, why QCDs are not Roth conversions, taxable income assumption review, Form 1099-R and charity acknowledgment records, tax software classification, and calculator boundaries.

Affected area: Retiree charitable distribution education, RMD coordination, calculator input quality, professional handoff records, and long-tail SEO

Rollback path: Disable roth-conversion-qcd-guide in the feature registry and remove the QCD guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.66

Roth conversion recharacterization guide

2026-05-04 · minor

Added an educational recharacterization guide covering the post-2017 Roth conversion recharacterization limit, the difference between conversion and contribution recharacterization, backdoor Roth transaction mapping, Form 8606 and basis records, custodian error review, tax form reconciliation, and calculator boundaries.

Affected area: Transaction correction education, pre-submission review quality, basis and backdoor Roth recordkeeping, calculator boundary language, and long-tail SEO

Rollback path: Disable roth-conversion-recharacterization-guide in the feature registry and remove the recharacterization guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.65

Roth conversion estimated tax guide

2026-05-04 · minor

Added an educational estimated tax guide covering Form 1040-ES payment review, Roth conversion income payment needs, IRA withholding versus estimated payments, state estimated tax questions, Form 2210 underpayment review, annualized income considerations, and calculator limits.

Affected area: Tax payment education, withholding and estimated payment review, calculator boundary language, professional handoff records, and long-tail SEO

Rollback path: Disable roth-conversion-estimated-tax-guide in the feature registry and remove the estimated tax guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.64

Roth conversion capital gains guide

2026-05-04 · minor

Added an educational capital gains guide covering long-term capital gains, qualified dividends, ordinary-income stacking from Roth conversion income, Qualified Dividends and Capital Gain Tax Worksheet review, Schedule D records, portfolio events, NIIT overlap, and calculator limits.

Affected area: Investment-income education, taxable income assumption quality, calculator boundary language, professional handoff records, and long-tail SEO

Rollback path: Disable roth-conversion-capital-gains-guide in the feature registry and remove the capital gains guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.63

Roth conversion NIIT guide

2026-05-03 · minor

Added an educational NIIT guide covering net investment income tax basics, the distinction between Roth conversion income and net investment income, MAGI threshold review, investment income classification, Form 8960 review, and calculator limits.

Affected area: Investment-income tax education, MAGI assumption quality, calculator boundary language, professional handoff records, and long-tail SEO

Rollback path: Disable roth-conversion-niit-guide in the feature registry and remove the NIIT guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.62

Roth conversion ACA premium tax credit guide

2026-05-03 · minor

Added an educational ACA premium tax credit guide covering Marketplace income estimates, Roth conversion income effects, advance premium tax credit reconciliation, Form 1095-A and Form 8962 records, household and coverage details, and calculator limits.

Affected area: Marketplace coverage education, subsidy-sensitive income review, calculator boundary language, professional handoff records, and long-tail SEO

Rollback path: Disable roth-conversion-aca-premium-tax-credit-guide in the feature registry and remove the ACA premium tax credit guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.61

Roth conversion IRMAA guide

2026-05-03 · minor

Added an educational IRMAA guide covering Medicare income-related monthly adjustment amount basics, Roth conversion income and MAGI review, lookback-year timing, life-changing event review, Part B and Part D premium context, retiree cash-flow boundaries, and calculator limits.

Affected area: Medicare premium education, retiree income review, calculator boundary language, professional review preparation, and long-tail SEO

Rollback path: Disable roth-conversion-irmaa-guide in the feature registry and remove the IRMAA guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.60

Roth conversion Social Security tax guide

2026-05-03 · minor

Added an educational Social Security tax guide covering taxable benefit basics, Roth conversion income interactions, IRS Publication 915 worksheet review, retiree scenario review, RMD and IRMAA context, and calculator boundaries for users whose taxable income assumptions may need benefit-tax review.

Affected area: Retiree education, taxable income assumption quality, calculator boundary language, professional review preparation, and long-tail SEO

Rollback path: Disable roth-conversion-social-security-tax-guide in the feature registry and remove the Social Security tax guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.59

Roth conversion RMD guide

2026-05-03 · minor

Added an educational RMD guide covering required minimum distribution basics, conversion sequencing, the distinction between RMD amounts and eligible conversion amounts, Roth IRA owner lifetime RMD treatment, inherited account review, taxable income assumption updates, and calculator boundaries.

Affected area: RMD education, conversion sequence review, taxable income assumption quality, professional handoff records, and long-tail SEO

Rollback path: Disable roth-conversion-rmd-guide in the feature registry and remove the RMD guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.58

Roth conversion 5-year rules guide

2026-05-03 · minor

Added an educational Roth conversion 5-year rules guide covering qualified distribution clocks, separate conversion-specific 5-year periods, Roth IRA ordering rules, age 59 1/2 and exception review, records to save, and calculator boundaries for later withdrawal treatment.

Affected area: Roth IRA rule education, withdrawal-treatment boundary language, professional review preparation, recordkeeping guidance, and long-tail SEO

Rollback path: Disable roth-conversion-five-year-rules-guide in the feature registry and remove the 5-year rules route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.57

Roth conversion CPA questions guide

2026-05-03 · minor

Added an educational CPA questions guide covering taxable income verification, after-tax basis and Form 8606 records, IRA aggregation, withholding and estimated tax payment review, state tax assumptions, IRMAA/ACA/NIIT/RMD interaction questions, filing records, and post-filing comparison.

Affected area: Professional review preparation, compliance boundary reinforcement, calculator assumption quality, tax record handoff, and long-tail SEO

Rollback path: Disable roth-conversion-cpa-questions-guide in the feature registry and remove the CPA questions route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.56

Roth conversion custodian process guide

2026-05-03 · minor

Added an educational custodian process guide covering account eligibility notes, conversion request submission records, outside-funds versus withholding assumptions, confirmation review, 1099-R/5498/8606 reconciliation, CPA handoff packets, and post-process calculator updates.

Affected area: Operational user education, custodian processing records, tax form reconciliation, privacy-safe workflow guidance, and long-tail SEO

Rollback path: Disable roth-conversion-custodian-process-guide in the feature registry and remove the custodian process guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.55

Roth conversion timeline guide

2026-05-03 · minor

Added an educational Roth conversion timeline guide covering pre-year-end taxable income estimates, custodian processing deadlines, conversion confirmations, estimated tax payment review, 1099-R/5498/8606 reconciliation, CPA review packages, and post-filing comparison.

Affected area: User planning sequence, year-end deadline education, tax form reconciliation, CPA handoff, and long-tail SEO

Rollback path: Disable roth-conversion-timeline-guide in the feature registry and remove the timeline guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.54

Roth conversion tax forms guide

2026-05-03 · minor

Added an educational tax forms guide covering Form 1099-R, Form 5498, Form 8606, prior-year tax returns, nondeductible IRA contribution records, IRA statements, withholding confirmations, calculator PDFs, CPA question lists, and decision records.

Affected area: Tax-record education, basis review, CPA handoff preparation, long-tail SEO, and calculator assumption validation

Rollback path: Disable roth-conversion-tax-forms-guide in the feature registry and remove the tax forms guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.53

Roth conversion mistakes guide

2026-05-03 · minor

Added an educational guide to common Roth conversion modeling mistakes covering gross income vs taxable income, filing status, state tax assumptions, after-tax basis, IRA balance aggregation, IRMAA/ACA/NIIT/RMD limits, IRA withholding, penalty assumptions, single-scenario decisions, and treating calculator output as advice.

Affected area: User education, SEO mistake-intent coverage, calculator input quality, compliance boundaries, and CPA review routing

Rollback path: Disable roth-conversion-mistakes-guide in the feature registry and remove the mistakes guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.52

Calculator assumptions guide

2026-05-03 · minor

Added a plain-English assumptions guide covering filing status, taxable income, state rate, conversion amount, traditional IRA balance, after-tax basis, age, tax payment method, withholding, expected return, retirement age, retirement tax rate, and inflation assumptions.

Affected area: Calculator onboarding, input comprehension, SEO educational intent, professional review notes, and user completion quality

Rollback path: Disable calculator-assumptions-guide in the feature registry and remove the assumptions guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.51

Roth conversion planning checklist

2026-05-03 · minor

Added a pre-calculator Roth conversion planning checklist covering filing status, taxable income, age, state tax assumptions, IRA balance, after-tax basis, conversion amount, tax payment method, return assumptions, model limits, saved scenarios, and professional review planning.

Affected area: User onboarding, calculator input preparation, SEO checklist intent, professional review flow, and compliance framing

Rollback path: Disable roth-conversion-planning-checklist in the feature registry and remove the planning checklist route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.50

Privacy data flow playbook

2026-05-03 · minor

Added a privacy and data-flow audit playbook covering local calculator execution, browser storage, share-link hashes, PDF exports, copy summaries, privacy-safe GA4 events, health endpoint payloads, AI request boundaries, sensitive-data blocking, and fallback privacy.

Affected area: Privacy architecture, browser-local calculation, analytics data minimization, AI API boundaries, and compliance evidence

Rollback path: Disable privacy-data-flow-playbook in the feature registry and remove the privacy-data-flow route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.49

Feedback roadmap playbook

2026-05-03 · minor

Added a small-version feedback roadmap playbook covering feedback capture, workflow tagging, compliance-risk classification, priority scoring, small-version boundaries, acceptance tests, feature registry rollout, release notes, and follow-up monitoring.

Affected area: User feedback operations, small-version planning, compliance triage, feature registry releases, and roadmap governance

Rollback path: Disable feedback-roadmap-playbook in the feature registry and remove the feedback-roadmap route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.48

CPA review checklist

2026-05-03 · minor

Added a professional review handoff checklist for calculator users covering result summaries, scenario assumptions, IRA basis records, tax documents, state assumptions, IRMAA/ACA/model-limit questions, written advisor recommendations, and post-filing recordkeeping.

Affected area: User handoff workflow, compliance boundary reinforcement, CPA/advisor review preparation, and calculator result usability

Rollback path: Disable cpa-review-checklist in the feature registry and remove the cpa-review-checklist route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.47

Content operations playbook

2026-05-03 · minor

Added an editorial operations playbook covering GSC query research, keyword-intent mapping, educational drafting, calculator internal links, compliance copy review, disclaimer checks, sitemap coverage, release notes, and refresh/pruning workflows.

Affected area: SEO content operations, editorial governance, compliance review, internal linking, and content refresh process

Rollback path: Disable content-operations-playbook in the feature registry and remove the content-operations route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.46

AI compliance audit playbook

2026-05-03 · minor

Added an AI compliance audit playbook covering no-advice prompt boundaries, personalized decision refusals, required disclaimer enforcement, sensitive data blocking, model upgrade regression prompts, static fallback responses, feature shutdown, and unsafe-output incident evidence.

Affected area: AI assistant compliance governance, model upgrade review, sensitive-data protection, fallback operations, and audit trails

Rollback path: Disable ai-compliance-audit-playbook in the feature registry and remove the ai-compliance-audit route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.45

Tax data update playbook

2026-05-03 · minor

Added an annual IRS tax-data update playbook covering source review, federal bracket table updates, tax-year freshness messaging, AI knowledge boundaries, calculation regression tests, CPA review evidence, release notes, sitemap submission, and rollback preparation.

Affected area: Annual tax-data governance, calculator accuracy review, compliance review, SEO freshness, and release rollback

Rollback path: Disable tax-data-update-playbook in the feature registry and remove the tax-data-update route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.44

Accessibility audit playbook

2026-05-03 · minor

Added a WCAG-focused accessibility audit playbook covering keyboard navigation, visible focus states, screen reader labels, heading hierarchy, chart alternatives, light and dark contrast, reduced motion, mobile input labels, touch targets, and disclaimer readability.

Affected area: Accessibility QA, Apple-style VoiceOver readiness, mobile form usability, and WCAG 2.1 AA review

Rollback path: Disable accessibility-audit-playbook in the feature registry and remove the accessibility-audit route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.43

Performance audit playbook

2026-05-03 · minor

Added a Core Web Vitals and Lighthouse audit playbook covering homepage LCP, calculator interaction responsiveness, CLS, SEO landing pages, mobile input ergonomics, navigation wrapping, bundle-size comparison, and static route generation.

Affected area: Performance operations, Core Web Vitals review, Lighthouse checks, mobile usability, and release regression gates

Rollback path: Disable performance-audit-playbook in the feature registry and remove the performance-audit route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.42

SEO monitoring playbook

2026-05-03 · minor

Added a post-launch SEO monitoring playbook covering Google Search Console coverage, query impressions and CTR, GA4 privacy-safe events, Core Web Vitals, sitemap coverage, content refresh cadence, and incident rollback review.

Affected area: Post-launch SEO operations, Google monitoring, content cadence, and rollback governance

Rollback path: Disable seo-monitoring-playbook in the feature registry and remove the seo-monitoring route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.41

Production launch guide

2026-05-03 · minor

Added a production launch guide covering domain connection, Vercel environment variables, Google Search Console, GA4, sitemap submission, launch verification, health checks, and rollback evidence.

Affected area: Production deployment, Google launch workflow, operational handoff, and crawl readiness

Rollback path: Disable production-launch-guide in the feature registry and remove the production-launch route, sitemap entry, homepage link, site-index link, and llms.txt link.

1.0.40

Site index

2026-05-03 · minor

Added a crawlable human-readable site index covering calculator entry points, education pages, reference pages, compliance pages, operations resources, and machine-readable feeds.

Affected area: Internal linking, launch review, AI discovery, and Google crawl coverage

Rollback path: Disable site-index in the feature registry and remove the site-index route, sitemap entry, homepage link, and llms.txt link.

1.0.39

Launch readiness checklist

2026-05-03 · minor

Added a production handoff checklist covering domain setup, Google Search Console, analytics, SEO discovery, compliance review, testing evidence, health checks, and rollback readiness.

Affected area: Launch operations, production handoff, and post-development delivery tracking

Rollback path: Disable launch-readiness-checklist in the feature registry and remove the launch-readiness route, sitemap entry, and homepage link.

1.0.38

Tax interaction SEO pages

2026-05-03 · minor

Added a tax interaction hub and four crawlable pages explaining IRMAA, ACA premium tax credits, NIIT, and RMD limits that the calculator does not model.

Affected area: Calculator model limits, compliance transparency, and long-tail SEO

Rollback path: Disable tax-interaction-pages in the feature registry and remove tax-interactions routes, sitemap entries, and homepage links.

1.0.37

Multi-year planning SEO pages

2026-05-03 · minor

Added a multi-year planning hub and four crawlable educational pages for lump-sum, 2-year, 3-year, and 5-year Roth conversion schedule examples.

Affected area: Multi-year conversion education, long-tail SEO, and calculator onboarding paths

Rollback path: Disable multi-year-planning-pages in the feature registry and remove multi-year planning routes, sitemap entries, and homepage links.

1.0.36

Social preview image

2026-05-03 · minor

Added a local SVG social preview image and wired OpenGraph/Twitter metadata to use a large branded card when links are shared.

Affected area: Social sharing metadata, OpenGraph previews, and brand consistency

Rollback path: Disable social-preview-image in the feature registry and remove social image metadata plus the local SVG asset.

1.0.35

LLM text index

2026-05-03 · minor

Added a machine-readable llms.txt index that summarizes the calculator, compliance pages, content hubs, and recent guides for AI search and answer engines.

Affected area: AI discoverability, content indexing, and machine-readable site navigation

Rollback path: Disable llms-text-index in the feature registry and remove the llms.txt route plus robots metadata entry.

1.0.34

Basis planning SEO pages

2026-05-03 · minor

Added a basis hub and three crawlable pages for after-tax basis, the pro-rata rule, and Form 8606 concepts with calculator prefill links.

Affected area: Basis education, pro-rata modeling, long-tail SEO, and calculator onboarding paths

Rollback path: Disable basis-planning-pages in the feature registry and remove basis routes, sitemap entries, and homepage links.

1.0.33

Tax payment method SEO pages

2026-05-03 · minor

Added a tax payment method hub and three crawlable pages explaining outside-funds, IRA withholding, and not-sure calculator assumptions with prefilled calculator links.

Affected area: Penalty-assumption education, long-tail SEO, and calculator onboarding paths

Rollback path: Disable tax-payment-method-pages in the feature registry and remove tax-payment-method routes, sitemap entries, and homepage links.

1.0.32

Sitemap priority hints

2026-05-03 · minor

Added sitemap changeFrequency and priority hints so homepage, calculator hubs, keyword pages, and educational content expose clearer crawl importance signals.

Affected area: Sitemap generation and crawl discovery

Rollback path: Disable sitemap-priority-hints in the feature registry and remove priority/changeFrequency fields from sitemap entries.

1.0.31

Tax bracket rate SEO pages

2026-05-03 · minor

Added seven crawlable 2026 federal tax-bracket rate pages that show income ranges by filing status and link back to the Roth conversion calculator.

Affected area: Tax bracket SEO, internal links, and calculator discovery paths

Rollback path: Disable tax-bracket-rate-pages in the feature registry and remove rate routes, sitemap entries, and bracket-index links.

1.0.30

Social preview metadata

2026-05-03 · minor

Added root Twitter/X summary card metadata so shared links have a consistent title and description preview.

Affected area: Root SEO metadata and social sharing previews

Rollback path: Disable social-preview-metadata in the feature registry and remove twitter metadata from the root layout.

1.0.29

Core keyword landing pages

2026-05-03 · minor

Added a calculator landing hub and four root-level keyword pages for Roth IRA conversion, conversion tax, break-even, and 2026 search intents.

Affected area: High-intent SEO entry points and calculator discovery paths

Rollback path: Disable keyword-landing-pages in the feature registry and remove calculator keyword routes, sitemap entries, and homepage links.

1.0.28

PWA install icons

2026-05-02 · minor

Added local SVG app icons and manifest icon entries so the calculator has a stable branded icon when installed or saved to a device home screen.

Affected area: PWA manifest, Apple home-screen readiness, and install experience

Rollback path: Disable pwa-install-icons in the feature registry and remove manifest icon entries plus the local SVG assets.

1.0.27

Homepage HowTo structured data

2026-05-02 · minor

Added homepage HowTo and Organization JSON-LD so search engines can better understand calculator usage steps and the publishing entity.

Affected area: Homepage structured data and technical SEO

Rollback path: Disable homepage-howto-structured-data in the feature registry or remove the HowTo and Organization JSON-LD scripts from the homepage.

1.0.26

Example scenario SEO pages

2026-05-02 · minor

Added a crawlable examples hub and three prefilled calculator scenario pages for young professional, near-retirement, and estate-planning educational examples.

Affected area: Scenario presets, long-tail SEO, and calculator onboarding paths

Rollback path: Disable example-scenario-seo-pages in the feature registry and remove examples routes, sitemap entries, and homepage links.

1.0.25

Age scenario SEO pages

2026-05-02 · minor

Added a crawlable age-scenario hub and four age-specific Roth conversion calculator pages with calculator prefill links for under 59 1/2, after 59 1/2, near-retirement, and retired scenarios.

Affected area: Long-tail SEO, age-based calculator entry paths, and educational penalty context

Rollback path: Disable age-scenario-seo-pages in the feature registry and remove age-scenarios routes, sitemap entries, and homepage links.

1.0.24

Filing status SEO hub

2026-05-02 · minor

Added a crawlable filing status hub page that links to all four Roth conversion filing-status calculators and exposed it from sitemap and homepage navigation.

Affected area: Filing status SEO architecture and homepage internal links

Rollback path: Disable filing-status-hub in the feature registry and remove the /filing-status route, sitemap entry, and homepage links.

1.0.23

Filing status SEO pages

2026-05-02 · minor

Added four crawlable Roth conversion calculator pages for Single, Married Filing Jointly, Married Filing Separately, and Head of Household scenarios with calculator prefill links.

Affected area: Long-tail SEO and calculator entry paths

Rollback path: Disable filing-status-seo-pages in the feature registry and remove filing-status routes, content, and sitemap entries.

1.0.22

2026 federal tax brackets page

2026-05-02 · minor

Added a crawlable 2026 federal tax brackets reference page with tables for all filing statuses and calculator CTAs.

Affected area: Tax data transparency and long-tail SEO

Rollback path: Disable federal-tax-brackets-page in the feature registry and remove the route, sitemap entry, and homepage links.

1.0.21

Operational health check endpoint

2026-05-02 · minor

Added /api/health with public operational status, tax-year metadata, content counts, and feature counts for uptime monitoring.

Affected area: Production monitoring and operations

Rollback path: Disable health-check-endpoint in the feature registry and remove the api/health route and payload builder.

1.0.20

Roth conversion glossary hub

2026-05-02 · minor

Added a glossary index, 16 educational term pages, DefinedTermSet structured data, related-term links, calculator CTAs, and sitemap coverage.

Affected area: Educational content SEO and user onboarding

Rollback path: Disable glossary-hub in the feature registry and remove glossary routes, sitemap entries, and homepage glossary links.

1.0.19

Homepage lazy loading

2026-05-02 · minor

Moved non-critical homepage modules such as the projection chart, PDF report button, AI explainer, and analysis tables behind dynamic imports to reduce initial bundle pressure.

Affected area: Homepage performance and Core Web Vitals readiness

Rollback path: Disable homepage-lazy-loading in the feature registry and restore the previous static homepage imports.

1.0.18

Blog RSS feed

2026-05-02 · minor

Added a static feed.xml route for blog content distribution and exposed the feed from robots metadata alongside the sitemap.

Affected area: Content distribution and crawl discovery

Rollback path: Disable rss-feed in the feature registry and remove the feed.xml route and robots feed entry.

1.0.17

Google Search Console verification

2026-05-02 · minor

Added validated Google site-verification metadata support through NEXT_PUBLIC_GOOGLE_SITE_VERIFICATION for production domain verification.

Affected area: Root metadata and launch SEO configuration

Rollback path: Disable search-console-verification in the feature registry and remove metadata.verification from the root layout.

1.0.16

Blog internal linking system

2026-05-02 · minor

Added blog topic groups, related guide links, and calculator CTAs to strengthen crawl paths and user movement from content to the calculator.

Affected area: Blog hub, blog article pages, internal SEO links

Rollback path: Disable blog-internal-linking in the feature registry and remove topic groups, related guide links, and calculator CTAs.

1.0.15

Privacy-safe analytics

2026-05-02 · minor

Added optional GA4 loading and calculator-result event tracking that uses financial ranges instead of exact user-entered amounts.

Affected area: Analytics foundation and homepage calculator telemetry

Rollback path: Disable privacy-safe-analytics in the feature registry and remove the GA scripts and calculator analytics beacon.

1.0.14

Production readiness checks

2026-05-02 · minor

Added global browser security headers and Playwright operational-readiness coverage for calculator workflows, mobile usability, AI fallback behavior, and SEO pages.

Affected area: Production deployment configuration and E2E test suite

Rollback path: Disable production-readiness in the feature registry, remove the global headers, and remove the operational-readiness Playwright spec.

1.0.13

SEO structured content matrix

2026-05-02 · minor

Added Article and Breadcrumb structured data for content pages and expanded the Roth conversion guide library to 12 long-tail educational pages.

Affected area: Blog SEO, state page SEO, sitemap content depth

Rollback path: Disable seo-structured-content in the feature registry, remove the JSON-LD scripts, and revert the added blog entries.

1.0.12

AI compliance gateway

2026-05-02 · minor

Added centralized AI request validation, sensitive-data prompt blocking, unsafe-output fallback, API rate limiting, and frontend failure recovery.

Affected area: AI explainer API and user interface

Rollback path: Disable the ai-compliance-gateway registry item and route AI requests through the previous guardrails-only flow.

1.0.11

Multi-year conversion schedule

2026-05-02 · minor

Added an educational equal-split schedule table comparing lump-sum, 2-year, 3-year, and 5-year Roth conversion tax-cost timing.

Affected area: Homepage results analysis

Rollback path: Disable multi-year-schedule in the feature registry or remove MultiYearScheduleTable from the homepage.

1.0.10

Federal bracket capacity table

2026-05-02 · minor

Added an educational table showing remaining taxable income room and gross conversion capacity for each 2026 federal bracket.

Affected area: Homepage results analysis

Rollback path: Disable bracket-capacity in the feature registry or remove FederalBracketCapacityTable from the homepage.

1.0.9

Conversion sensitivity table

2026-05-01 · minor

Added an educational table comparing nearby conversion amounts, upfront cost, break-even estimate, after-tax difference, and federal bracket impact.

Affected area: Homepage results analysis

Rollback path: Disable conversion-sensitivity in the feature registry or remove ConversionSensitivityTable from the homepage.

1.0.8

Tax data freshness card

2026-05-01 · minor

Added visible tax-year, source-scope, and update-window messaging on the homepage and methodology page.

Affected area: SEO trust content and methodology disclosure

Rollback path: Remove the TaxDataFreshnessCard mount points and keep the core calculator unchanged.

1.0.7

State-rate calculator prefill links

2026-05-01 · minor

State SEO pages can now send visitors back to the calculator with the example state tax rate prefilled.

Affected area: State landing pages and calculator hash restore flow

Rollback path: Change the state CTA href back to /#calculator.

1.0.6

FAQPage structured data

2026-05-01 · minor

Homepage FAQ content now powers matching FAQPage JSON-LD for search engine understanding.

Affected area: Homepage SEO metadata

Rollback path: Remove the faqJsonLd script from the homepage.

1.0.5

Copy summary

2026-05-01 · minor

Users can copy an educational result summary with the required disclaimer for CPA review.

Affected area: Results action toolbar

Rollback path: Remove CopyResultButton from the results actions.

Feature registry

Modular Rollback Map

Core calculator code is locked. Small-version features are tracked separately so they can be disabled or rolled back without changing the calculation engine.

Core Roth conversion calculator

core-calculator · src/core/calculator

v1.0.0 · locked

Rollback: Core changes require reviewed release rollback, not feature-level shutdown.

AI Roth Conversion Voice Assistant

ai-explainer · src/features/ai-assistant

v1.0.230 · 100% rollout

Rollback: Remove AiVoiceAssistant from the homepage and keep the calculator available, or restore the previous text-only AiExplainer component.

Saved scenarios

scenario-history · src/features/scenario-history

v1.0.222 · 100% rollout

Rollback: Remove ScenarioHistoryPanel from the results card.

State tax shortcuts

state-tax-shortcuts · src/features/calculator-input

v1.0.3 · 100% rollout

Rollback: Hide the state shortcut selector and keep manual state tax input.

Calculator input layout

calculator-input-layout · src/features/calculator-input

v1.0.147 · 100% rollout

Rollback: Restore retirement age and expected annual return to the always-visible Quick Estimate field list and remove the enhanced disclosure summary treatment.

Browser voice input assist

voice-input-assist · src/features/voice-input and src/features/calculator-input

v1.0.230 · 100% rollout

Rollback: Keep disabled after the standalone AI voice assistant replaces the input-area voice filler. Re-enable only if a separate voice-to-field workflow is needed.

Light and dark mode toggle

theme-toggle · src/features/theme-toggle

v1.0.4 · 100% rollout

Rollback: Remove ThemeToggle from the top navigation.

Copy summary

copy-summary · src/features/result-copy

v1.0.5 · 100% rollout

Rollback: Remove CopyResultButton from the results actions.

Share result link

share-link · src/features/share-link, src/common/storage/share-code, and src/app/HomeCalculatorClient.tsx

v1.0.224 · 100% rollout

Rollback: Disable share-link in the feature registry, remove ShareResultButton from the homepage result actions, and keep local calculator persistence available.

Print-ready report export

pdf-report · src/features/pdf-report and src/app/HomeCalculatorClient.tsx

v1.0.178 · 100% rollout

Rollback: Disable pdf-report in the feature registry, remove PdfReportButton from the homepage result actions, or restore the prior report export implementation.

Local email report draft

email-report · src/features/email-report and src/app/HomeCalculatorClient.tsx

v1.0.223 · 100% rollout

Rollback: Disable email-report in the feature registry and remove EmailReportButton from the homepage result actions while keeping download, share, and CPA handoff available.

Browser result read aloud

voice-result-readout · src/features/voice-output and src/app/HomeCalculatorClient.tsx

v1.0.226 · 100% rollout

Rollback: Disable voice-result-readout in the feature registry or remove ResultReadAloudButton from the result action toolbar while keeping visual results, reports, share, and CPA handoff available.

CPA packet copy action

professional-handoff · src/features/professional-handoff and src/app/HomeCalculatorClient.tsx

v1.0.180 · 100% rollout

Rollback: Disable professional-handoff in the feature registry, remove CopyProfessionalHandoffButton from the homepage result actions, and keep the professional review packet page available.

Projection chart

projection-chart · src/features/charts and src/app/HomeCalculatorClient.tsx

v1.0.181 · 100% rollout

Rollback: Disable projection-chart in the feature registry and remove the homepage Projection card while keeping numerical result estimates available.

Advanced calculation breakdown

calculation-breakdown · src/features/calculation-breakdown and src/app/HomeCalculatorClient.tsx

v1.0.182 · 100% rollout

Rollback: Disable calculation-breakdown in the feature registry and remove the homepage Advanced calculation details disclosure while keeping summary estimates, projection, and professional handoff available.

Tax payment method comparison

tax-payment-comparison · src/features/tax-payment-comparison and src/app/HomeCalculatorClient.tsx

v1.0.183 · 100% rollout

Rollback: Disable tax-payment-comparison in the feature registry and remove the homepage Tax Payment Method Comparison panel while keeping result summary, warnings, projection, and professional handoff available.

Result scope and tax-advice boundary

result-scope-boundary · src/features/result-scope and src/app/HomeCalculatorClient.tsx

v1.0.184 · locked

Rollback: Locked YMYL boundary: do not disable through feature flags. Any rollback must keep equivalent visible tax-year, educational-estimate, input-based, and not-tax-advice boundary copy before the result summary.

Tax impact warnings boundary

tax-impact-warnings-boundary · src/features/tax-impact-warnings and src/app/HomeCalculatorClient.tsx

v1.0.202 · locked

Rollback: Locked YMYL boundary: do not disable through feature flags. Any rollback must keep equivalent visible IRMAA, ACA, Social Security, NIIT, RMD, and state-tax review warnings near the result summary.

FAQPage structured data

faq-schema · src/features/faq

v1.0.6 · 100% rollout

Rollback: Remove faqJsonLd from the homepage scripts.

State-rate calculator prefill links

state-prefill-links · src/app/states/[state]

v1.0.7 · 100% rollout

Rollback: Change state CTA href back to /#calculator.

Tax data freshness card

tax-data-freshness · src/features/tax-data-freshness

v1.0.8 · 100% rollout

Rollback: Remove TaxDataFreshnessCard mount points.

Conversion sensitivity table

conversion-sensitivity · src/features/conversion-sensitivity

v1.0.9 · 100% rollout

Rollback: Remove ConversionSensitivityTable from the homepage results area.

Federal bracket capacity table

bracket-capacity · src/features/bracket-capacity

v1.0.10 · 100% rollout

Rollback: Remove FederalBracketCapacityTable from the homepage results area.

Multi-year conversion schedule

multi-year-schedule · src/features/multi-year-schedule

v1.0.11 · 100% rollout

Rollback: Remove MultiYearScheduleTable from the homepage results area.

AI compliance gateway and rate limit

ai-compliance-gateway · src/core/compliance and src/core/ai

v1.0.173 · 100% rollout

Rollback: Route AI requests back through the previous ai-guardrails-only flow and disable the rate-limit wrapper.

IRMAA review prep

irmaa-review-prep · src/features/tax-impact-warnings and src/features/professional-handoff

v1.0.175 · 100% rollout

Rollback: Remove the Part B and Part D IRMAA proxy previews only if the IRMAA worksheet still keeps the missing-input checklist, CMS/SSA references, and explicit boundary that SSA billing determinations and plan-specific premiums are outside the calculator.

Article, breadcrumb, and long-tail content matrix

seo-structured-content · src/core/seo, src/content/blog, src/app/blog, src/app/states

v1.0.124 · 100% rollout

Rollback: Restore previous SEO metadata and siteName values, then remove the homepage WebSite/WebPage JSON-LD additions, Article/Breadcrumb JSON-LD scripts, and related structured-content tests if needed.

Production security headers and E2E readiness checks

production-readiness · next.config.ts and tests/e2e

v1.0.14 · 100% rollout

Rollback: Remove the global security headers and operational readiness Playwright spec.

Privacy-safe GA4 analytics

privacy-safe-analytics · src/core/analytics and src/features/analytics

v1.0.117 · 100% rollout

Rollback: Remove GoogleAnalytics from the root layout and CalculatorAnalyticsBeacon from the homepage.

Blog topic hub and related guide links

blog-internal-linking · src/content/blog and src/app/blog

v1.0.135 · 100% rollout

Rollback: Restore the previous blog shell surface classes or remove topic groups, related guide rendering, and calculator CTA from blog pages.

Google Search Console verification metadata

search-console-verification · src/core/seo/search-console and src/app/layout.tsx

v1.0.17 · 100% rollout

Rollback: Remove metadata.verification from the root layout and unset NEXT_PUBLIC_GOOGLE_SITE_VERIFICATION.

Blog RSS feed

rss-feed · src/core/seo/rss and src/app/feed.xml

v1.0.18 · 100% rollout

Rollback: Remove the feed.xml route and feed.xml entry from robots metadata.

Homepage lazy loading for non-critical modules

homepage-lazy-loading · src/app/page.tsx and src/app/HomeCalculatorClient.tsx

v1.0.126 · 100% rollout

Rollback: Restore the previous homepage hero, calculator split, shared primitive visual classes, result summary styling, and result action loading behavior while keeping the client island boundary intact.

Roth conversion glossary hub

glossary-hub · src/content/glossary and src/app/glossary

v1.0.20 · 100% rollout

Rollback: Remove glossary routes, glossary sitemap entries, and homepage glossary links.

Operational health check endpoint

health-check-endpoint · src/core/ops and src/app/api/health

v1.0.221 · 100% rollout

Rollback: Remove the api/health route and health payload builder.

2026 federal tax brackets reference page

federal-tax-brackets-page · src/app/tax-brackets/2026 and src/core/tax-data

v1.0.22 · 100% rollout

Rollback: Remove the tax-brackets/2026 route, sitemap entry, and homepage navigation links.

Filing status Roth conversion SEO pages

filing-status-seo-pages · src/content/filing-status-pages and src/app/filing-status

v1.0.23 · 100% rollout

Rollback: Remove filing-status routes, content model, and sitemap entries.

Filing status SEO hub

filing-status-hub · src/app/filing-status and src/app/page.tsx

v1.0.24 · 100% rollout

Rollback: Remove the /filing-status hub route, sitemap entry, and homepage links while keeping detail pages available.

Age scenario Roth conversion SEO pages

age-scenario-seo-pages · src/content/age-scenario-pages and src/app/age-scenarios

v1.0.25 · 100% rollout

Rollback: Remove age-scenarios routes, sitemap entries, homepage links, and the age scenario content model.

Example scenario SEO pages

example-scenario-seo-pages · src/content/example-scenario-pages and src/app/examples

v1.0.26 · 100% rollout

Rollback: Remove examples routes, sitemap entries, homepage links, and the example scenario content model.

Homepage structured data

homepage-howto-structured-data · src/core/seo/json-ld and src/app/page.tsx

v1.0.89 · 100% rollout

Rollback: Disable homepage-howto-structured-data in the feature registry or remove the WebSite, WebPage, HowTo, and Organization JSON-LD scripts from the homepage.

PWA install icons

pwa-install-icons · src/app/manifest.ts and src/app/icon.svg

v1.0.28 · 100% rollout

Rollback: Disable pwa-install-icons in the feature registry and remove manifest icon entries and generated SVG icon assets.

Core keyword landing pages

keyword-landing-pages · src/content/keyword-landing-pages and src/app/(keyword-pages)

v1.0.29 · 100% rollout

Rollback: Disable keyword-landing-pages in the feature registry and remove calculator keyword routes, sitemap entries, and homepage links.

Social preview metadata

social-preview-metadata · src/app/layout.tsx

v1.0.30 · 100% rollout

Rollback: Disable social-preview-metadata in the feature registry and remove twitter metadata from the root layout.

Tax bracket rate SEO pages

tax-bracket-rate-pages · src/content/tax-bracket-rate-pages and src/app/tax-brackets/2026/[rate]

v1.0.31 · 100% rollout

Rollback: Disable tax-bracket-rate-pages in the feature registry and remove rate routes, sitemap entries, and bracket-index links.

Sitemap priority hints

sitemap-priority-hints · src/app/sitemap.ts

v1.0.77 · 100% rollout

Rollback: Disable sitemap-priority-hints in the feature registry and remove priority/changeFrequency fields from sitemap entries.

Tax payment method SEO pages

tax-payment-method-pages · src/content/tax-payment-method-pages and src/app/tax-payment-methods

v1.0.33 · 100% rollout

Rollback: Disable tax-payment-method-pages in the feature registry and remove tax-payment-method routes, sitemap entries, and homepage links.

Basis planning SEO pages

basis-planning-pages · src/content/basis-planning-pages and src/app/basis

v1.0.34 · 100% rollout

Rollback: Disable basis-planning-pages in the feature registry and remove basis routes, sitemap entries, and homepage links.

LLM text index

llms-text-index · src/core/seo/llms and src/app/llms.txt

v1.0.35 · 100% rollout

Rollback: Disable llms-text-index in the feature registry and remove the llms.txt route plus robots metadata entry.

Social preview image

social-preview-image · src/app/layout.tsx and src/app/social-preview.svg

v1.0.36 · 100% rollout

Rollback: Disable social-preview-image in the feature registry and remove social image metadata plus the local SVG asset.

Multi-year planning SEO pages

multi-year-planning-pages · src/content/multi-year-planning-pages and src/app/multi-year-planning

v1.0.37 · 100% rollout

Rollback: Disable multi-year-planning-pages in the feature registry and remove multi-year planning routes, sitemap entries, and homepage links.

Roth conversion QCD guide

roth-conversion-qcd-guide · src/content/qcd-guide and src/app/roth-conversion-qcd-guide

v1.0.67 · 100% rollout

Rollback: Disable roth-conversion-qcd-guide in the feature registry and remove the QCD guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion recharacterization guide

roth-conversion-recharacterization-guide · src/content/recharacterization-guide and src/app/roth-conversion-recharacterization-guide

v1.0.66 · 100% rollout

Rollback: Disable roth-conversion-recharacterization-guide in the feature registry and remove the recharacterization guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion estimated tax guide

roth-conversion-estimated-tax-guide · src/content/estimated-tax-guide and src/app/roth-conversion-estimated-tax-guide

v1.0.65 · 100% rollout

Rollback: Disable roth-conversion-estimated-tax-guide in the feature registry and remove the estimated tax guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion capital gains guide

roth-conversion-capital-gains-guide · src/content/capital-gains-guide and src/app/roth-conversion-capital-gains-guide

v1.0.64 · 100% rollout

Rollback: Disable roth-conversion-capital-gains-guide in the feature registry and remove the capital gains guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion NIIT guide

roth-conversion-niit-guide · src/content/niit-guide and src/app/roth-conversion-niit-guide

v1.0.63 · 100% rollout

Rollback: Disable roth-conversion-niit-guide in the feature registry and remove the NIIT guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion ACA premium tax credit guide

roth-conversion-aca-premium-tax-credit-guide · src/content/aca-premium-tax-credit-guide and src/app/roth-conversion-aca-premium-tax-credit-guide

v1.0.62 · 100% rollout

Rollback: Disable roth-conversion-aca-premium-tax-credit-guide in the feature registry and remove the ACA premium tax credit guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion IRMAA guide

roth-conversion-irmaa-guide · src/content/irmaa-guide and src/app/roth-conversion-irmaa-guide

v1.0.61 · 100% rollout

Rollback: Disable roth-conversion-irmaa-guide in the feature registry and remove the IRMAA guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion Social Security tax guide

roth-conversion-social-security-tax-guide · src/content/social-security-tax-guide and src/app/roth-conversion-social-security-tax-guide

v1.0.60 · 100% rollout

Rollback: Disable roth-conversion-social-security-tax-guide in the feature registry and remove the Social Security tax guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion RMD guide

roth-conversion-rmd-guide · src/content/rmd-guide and src/app/roth-conversion-rmd-guide

v1.0.59 · 100% rollout

Rollback: Disable roth-conversion-rmd-guide in the feature registry and remove the RMD guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion 5-year rules guide

roth-conversion-five-year-rules-guide · src/content/five-year-rules-guide and src/app/roth-conversion-5-year-rules

v1.0.58 · 100% rollout

Rollback: Disable roth-conversion-five-year-rules-guide in the feature registry and remove the 5-year rules route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion CPA questions guide

roth-conversion-cpa-questions-guide · src/content/cpa-questions-guide and src/app/roth-conversion-cpa-questions

v1.0.57 · 100% rollout

Rollback: Disable roth-conversion-cpa-questions-guide in the feature registry and remove the CPA questions route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion custodian process guide

roth-conversion-custodian-process-guide · src/content/custodian-process-guide and src/app/roth-conversion-custodian-process

v1.0.56 · 100% rollout

Rollback: Disable roth-conversion-custodian-process-guide in the feature registry and remove the custodian process guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion timeline guide

roth-conversion-timeline-guide · src/content/timeline-guide and src/app/roth-conversion-timeline

v1.0.55 · 100% rollout

Rollback: Disable roth-conversion-timeline-guide in the feature registry and remove the timeline guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion tax forms guide

roth-conversion-tax-forms-guide · src/content/tax-forms-guide and src/app/roth-conversion-tax-forms

v1.0.54 · 100% rollout

Rollback: Disable roth-conversion-tax-forms-guide in the feature registry and remove the tax forms guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion mistakes guide

roth-conversion-mistakes-guide · src/content/common-mistakes-guide and src/app/roth-conversion-mistakes

v1.0.53 · 100% rollout

Rollback: Disable roth-conversion-mistakes-guide in the feature registry and remove the mistakes guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Calculator assumptions guide

calculator-assumptions-guide · src/content/calculator-assumptions-guide and src/app/calculator-assumptions-guide

v1.0.52 · 100% rollout

Rollback: Disable calculator-assumptions-guide in the feature registry and remove the assumptions guide route, sitemap entry, homepage link, site-index link, and llms.txt link.

Roth conversion planning checklist

roth-conversion-planning-checklist · src/content/planning-checklist and src/app/roth-conversion-planning-checklist

v1.0.51 · 100% rollout

Rollback: Disable roth-conversion-planning-checklist in the feature registry and remove the planning checklist route, sitemap entry, homepage link, site-index link, and llms.txt link.

Privacy data flow playbook

privacy-data-flow-playbook · src/content/privacy-data-flow and src/app/privacy-data-flow

v1.0.50 · 100% rollout

Rollback: Disable privacy-data-flow-playbook in the feature registry and remove the privacy-data-flow route, sitemap entry, homepage link, site-index link, and llms.txt link.

Feedback roadmap playbook

feedback-roadmap-playbook · src/content/feedback-roadmap and src/app/feedback-roadmap

v1.0.49 · 100% rollout

Rollback: Disable feedback-roadmap-playbook in the feature registry and remove the feedback-roadmap route, sitemap entry, homepage link, site-index link, and llms.txt link.

CPA review checklist

cpa-review-checklist · src/content/cpa-review-checklist, src/content/professional-review-packet, src/app/cpa-review-checklist, and src/app/professional-review-packet

v1.0.156 · 100% rollout

Rollback: Disable cpa-review-checklist in the feature registry and remove the cpa-review-checklist and professional-review-packet routes, sitemap entries, homepage links, site-index links, and llms.txt links.

Content operations playbook

content-operations-playbook · src/content/content-operations and src/app/content-operations

v1.0.106 · 100% rollout

Rollback: Disable content-operations-playbook in the feature registry and remove the content-operations route, sitemap entry, homepage link, site-index link, and llms.txt link.

Professional operations page UI

operations-page-ui · src/app/seo-monitoring, src/app/content-operations, src/app/performance-audit, and related operations playbook routes

v1.0.134 · 100% rollout

Rollback: Restore the previous glass and large-radius operations page container classes, then remove the operations-page UI regression guard.

Professional content hub page UI

content-hub-page-ui · src/app/site-index, src/app/release-notes, and top-level content hub routes

v1.0.130 · 100% rollout

Rollback: Restore the previous translucent and large-radius hub page card classes, then remove the content-hub UI regression guard.

Professional priority guide page UI

priority-guide-page-ui · src/app/calculator-assumptions-guide, src/app/cpa-review-checklist, and Roth conversion priority guide routes

v1.0.131 · 100% rollout

Rollback: Restore the previous translucent, large-radius, and heavy-shadow guide page container classes, then remove the priority-guide UI regression guard.

Professional dynamic detail page UI

dynamic-detail-page-ui · src/app/(keyword-pages), dynamic content detail routes, and 2026 federal bracket detail routes

v1.0.132 · 100% rollout

Rollback: Restore the previous translucent, large-radius, and heavy-shadow dynamic detail page container classes, then remove the dynamic-detail UI regression guard.

Professional shared feature component UI

shared-feature-ui · src/features shared calculator, methodology, FAQ, scenario history, theme, and tax-data surfaces

v1.0.133 · 100% rollout

Rollback: Restore the previous translucent, glass, large-radius, and heavy-shadow shared feature component classes, then remove the shared-feature UI regression guard.

Global professional UI guard

professional-ui-global-guard · src/app, src/features, and tests/core/professional-ui-global-guard.test.ts

v1.0.137 · 100% rollout

Rollback: Remove the global professional UI guard test and professional UI evidence artifact wiring if the app intentionally adopts a new approved surface system.

AI compliance audit playbook

ai-compliance-audit-playbook · src/content/ai-compliance-audit and src/app/ai-compliance-audit

v1.0.205 · 100% rollout

Rollback: Disable ai-compliance-audit-playbook in the feature registry and remove the ai-compliance-audit route, sitemap entry, homepage link, site-index link, and llms.txt link.

Tax data update playbook

tax-data-update-playbook · src/content/tax-data-update and src/app/tax-data-update

v1.0.45 · 100% rollout

Rollback: Disable tax-data-update-playbook in the feature registry and remove the tax-data-update route, sitemap entry, homepage link, site-index link, and llms.txt link.

Accessibility audit playbook

accessibility-audit-playbook · src/content/accessibility-audit and src/app/accessibility-audit

v1.0.44 · 100% rollout

Rollback: Disable accessibility-audit-playbook in the feature registry and remove the accessibility-audit route, sitemap entry, homepage link, site-index link, and llms.txt link.

Performance audit playbook

performance-audit-playbook · src/content/performance-audit and src/app/performance-audit

v1.0.122 · 100% rollout

Rollback: Disable performance-audit-playbook in the feature registry and remove the performance-audit route, sitemap entry, homepage link, site-index link, and llms.txt link.

SEO monitoring playbook

seo-monitoring-playbook · src/content/seo-monitoring and src/app/seo-monitoring

v1.0.207 · 100% rollout

Rollback: Disable seo-monitoring-playbook in the feature registry and remove the seo-monitoring route, sitemap entry, homepage link, site-index link, and llms.txt link.

Production launch guide

production-launch-guide · src/content/production-launch and src/app/production-launch

v1.0.41 · 100% rollout

Rollback: Disable production-launch-guide in the feature registry and remove the production-launch route, sitemap entry, homepage link, site-index link, and llms.txt link.

Site index

site-index · src/content/site-index and src/app/site-index

v1.0.40 · 100% rollout

Rollback: Disable site-index in the feature registry and remove the site-index route, sitemap entry, homepage link, and llms.txt link.

Launch readiness checklist

launch-readiness-checklist · src/content/launch-readiness and src/app/launch-readiness

v1.0.39 · 100% rollout

Rollback: Disable launch-readiness-checklist in the feature registry and remove the launch-readiness route, sitemap entry, and homepage link.

Tax interaction SEO pages

tax-interaction-pages · src/content/tax-interaction-pages and src/app/tax-interactions

v1.0.38 · 100% rollout

Rollback: Disable tax-interaction-pages in the feature registry and remove tax-interactions routes, sitemap entries, and homepage links.