MineralDesk - Release Notes

January 23, 2025 - Security & Documentation Update

🔐 Enhanced Security & Access Control

• Protected Documentation: Moved all documentation behind authentication wall
  • Documentation now only accessible to logged-in users at /home/documentation
  • Removed public documentation site to improve security posture
  • Updated navigation links in user profiles and sidebar menus

📋 Legal & Compliance Updates

• Updated Terms of Service: Implemented comprehensive MineralDesk End User SaaS Service Agreement
  • Clear definitions for Service, Customer, and data handling
  • Detailed customer responsibilities and service access rights
  • Indiana state law jurisdiction and dispute resolution procedures
  • Professional legal document formatting with proper sectioning

🎨 User Experience Improvements

• Navigation Cleanup: Streamlined marketing site by removing public documentation references
  • Cleaned up footer links and marketing page call-to-action buttons
  • Improved focus on core marketing messaging
  • Better separation between public marketing and authenticated user areas

🏷️ Branding Consistency

• Platform Branding: Ensured consistent "MineralDesk" branding across all user-facing areas
  • Updated all documentation references to use MineralDesk
  • Maintained brand consistency in legal documents and user interface
  • Aligned public marketing with authenticated user experience

🎟️ Beta Access Control

• Private Beta Management: Implemented beta code system for controlled access
  • Environment variable configuration for beta mode (NEXT_PUBLIC_BETA_MODE)
  • Secure beta code validation during sign-up process
  • Conditional UI rendering - beta code field only appears when enabled
  • Server-side validation prevents unauthorized account creation
  • Easy transition to public launch by disabling beta mode
  • Updated documentation with beta access instructions

Alpha Release (Initial Foundation)

MineralDesk is currently in Alpha stage. This release establishes a robust foundation for managing oil & gas investments, documents, and analytics.

🎯 Core Features

🏠 Customizable Dashboard

• Drag-and-Drop Widgets: Users can rearrange dashboard widgets including revenue, expenses, production, and wells tracking
• Persistent Layouts: Dashboard configurations are saved per user in database
• Real-time Data: Live updates with beautiful visualizations for oil & gas metrics
• Interactive Charts: Production trends and revenue by operator analysis
• Mixed Layout: Customizable top section with fixed analytics section

📄 Advanced Document Management System

• Complete CRUD Operations: Upload, organize, edit, move, and delete documents and folders
• Flexible Views: Switch between grid and list layouts for document organization
• Advanced Search: Real-time filtering and search capabilities
• File Preview: Support for PDF, image, and text file previews with download options
• PDF Processing: Advanced PDF processing with embedded JSON extraction capabilities
• Folder Management: Hierarchical folder structure with breadcrumb navigation
• Activity Logging: All document operations are automatically logged
• Secure Storage: RLS-protected document storage with Supabase integration

🔐 Multi-Tenant Architecture

• Team Accounts: Full support for team-based workspaces with role-based access
• Personal Accounts: Individual user workspaces alongside team functionality
• Row-Level Security: Database-level security ensuring users only access their data
• Role Management: Comprehensive role and permission system for team members
• Invitation System: Invite team members with activity logging

🔒 Authentication & Security

• Multiple Auth Providers: Support for Google OAuth, magic links, and password authentication
• Multi-Factor Authentication: Enhanced security with MFA support
• Session Management: Secure session handling with JWT tokens
• Password Recovery: Complete password reset workflow

📊 Activity Monitoring

• Comprehensive Logging: All user actions are tracked and logged
• Activity Dashboard: View detailed activity logs with user attribution
• Audit Trail: Complete audit trail for compliance and monitoring
• Real-time Updates: Live activity feed with user notifications

🎨 Modern UI/UX

• Responsive Design: Mobile-first responsive interface
• Dark/Light Mode: Theme support with user preferences
• Accessibility: WCAG-compliant interface components
• Drag-and-Drop: Modern interactions for dashboard customization
• Toast Notifications: User-friendly feedback system

🏗️ Technical Architecture

Frontend

• Next.js 14: Latest App Router with React Server Components
• TypeScript: Full type safety throughout the application
• Tailwind CSS: Utility-first CSS framework
• Shadcn/UI: Modern component library
• React Query: Server state management

Backend

• Supabase: PostgreSQL database with real-time capabilities
• Row-Level Security: Database-level security policies
• Edge Functions: Serverless backend functionality
• File Storage: Secure file storage with signed URLs
• Real-time Subscriptions: Live data updates

Infrastructure

• Vercel Deployment: Optimized for Next.js applications
• CDN Integration: Global content delivery
• Environment Management: Secure configuration handling
• Database Migrations: Version-controlled schema changes

📋 Feature Modules (Foundation Ready)

The platform includes a comprehensive module system with entitlements guards for future premium features:

💰 Financials Module

• Framework for revenue, expense, and financial tracking
• Charts and analytics components ready for implementation
• Entitlements system controls access based on subscription tier

📊 Reports Module

• Report generation framework
• Export functionality foundation
• Advanced analytics preparation

🔍 Research Module

• Market research tools framework
• Data integration preparation
• Analysis tools foundation

🔌 Integration Module

• Third-party API integration framework
• Webhook support system
• External data source connectivity

✅ Tasks Module

• Task management system foundation
• Deadline tracking framework
• Team collaboration tools

💬 Communication Module

• Team communication tools framework
• Notification system integration
• Message handling system

🧮 Financial Modeling Module

• Advanced financial calculations framework
• Modeling tools preparation
• Scenario analysis foundation

🤖 AI Module

• AI-powered analysis framework
• Machine learning integration preparation
• Automated insights foundation

📋 Tax Module

• Tax optimization tools framework
• Compliance tracking system
• Reporting integration

🚀 Performance & Scalability

• Server-Side Rendering: Optimized initial page loads
• Code Splitting: Efficient bundle loading
• Image Optimization: Automatic image compression and formatting
• Database Indexing: Optimized query performance
• Caching Strategy: Multi-level caching for improved performance

📈 What's Coming Next

High Priority - Core Functionality

1. Complete Premium Module Implementation

   • Implement full functionality for Financials, Reports, Research modules
   • Add subscription-based feature gating
   • Integrate billing system with module access

2. PDF Processing Enhancement

   • Complete JSON extraction pipeline
   • Add OCR support for scanned documents
   • Implement document classification

3. Advanced Dashboard Features

   • Add more widget types (maps, charts, KPIs)
   • Implement custom widget creation
   • Add dashboard sharing capabilities

Medium Priority - Enhancement

4. Mobile App Development

   • React Native mobile application
   • Offline capability for document access
   • Push notifications integration

5. API Development

   • RESTful API for third-party integrations
   • GraphQL endpoint for advanced queries
   • API documentation and developer portal

6. Advanced Analytics

   • Machine learning-powered insights
   • Predictive analytics for oil & gas markets
   • Custom report builder

Low Priority - Future Features

7. Collaboration Tools

   • Real-time document collaboration
   • Team chat and communication
   • Video conferencing integration

8. Compliance & Regulatory

   • Automated compliance checking
   • Regulatory reporting tools
   • Audit trail enhancements

9. Integration Marketplace

   • Third-party app marketplace
   • Custom integration development tools
   • Webhook management system

🔧 Technical Improvements

Performance Optimization

• Database query optimization
• Frontend bundle size reduction
• Image and asset optimization

Testing & Quality Assurance

• Increase test coverage to 90%+
• Implement automated testing pipeline
• Add performance monitoring

Documentation & Training

• Complete user documentation
• Video tutorials and onboarding
• Developer documentation for integrations

Getting Started

Ready to try MineralDesk? Here's how to get started:

1. Sign Up: Create your account here
2. Create a Team: Set up your team workspace
3. Upload Documents: Start by uploading your first oil & gas documents
4. Explore the Dashboard: Customize your dashboard layout
5. Invite Team Members: Add your colleagues to collaborate

Need Help?

• 📖 Documentation: Browse our getting started guide
• 💬 Support: Contact our support team
• 🐛 Bug Reports: Found an issue? Let us know!

This is an Alpha release. Features and functionality may change as we continue development. We appreciate your feedback and patience as we build the future of oil & gas investment management.