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documentation review for release - #173

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boscorat merged 3 commits into
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171-documentation-review
Aug 29, 2026
Merged

documentation review for release#173
boscorat merged 3 commits into
masterfrom
171-documentation-review

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@boscorat

@boscorat boscorat commented Aug 28, 2026

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Review and update documentation for the next release.

Critical fixes:

  • CI badge in README pointed to release.yml instead of ci.yml
  • Gatekeeper warning said app is unsigned — it is signed and notarized
  • Signing providers were contradictory (SignPath vs Certum) — standardised on Certum (Windows) + Apple Developer ID (macOS)
  • softwareVersion in structured data was 0.1.4, now 0.2.0.0

Other improvements:

  • Added macOS signing section to codesigning.md (notarization + stapling process)
  • Added ARM64 Linux to supported platforms
  • Fixed .deb dependency list (only libxcb-cursor0 is declared)
  • Fixed license text: "GPL v3+" → "LGPL v3.0 or later"
  • Fixed export-data cross-reference (was pointing to "new bank" guide)
  • Added Halifax to feature list
  • Updated copyright year to 2025–2026
  • Fixed admin.md description (removed "rename" — no such feature)

Changelog & link fixes (latest):

  • Fixed 8 broken bank_statement_parser guide URLs (all missing /latest/ path segment, causing 404s)
  • Fixed wrong link slug in advanced-export.md (new-bank-config → exports) and export-data.md (export-config → exports)
  • Created CHANGELOG.md with Keep a Changelog format, seeded with v0.2.0.0 entry
  • Added changelog auto-generation to release workflow (parses conventional commits between tags)
  • Added "Changelog" entry to docs site navigation
  • Documented conventional commit message conventions in CONTRIBUTING.md and AGENTS.md

Closes #171

- Fix CI badge in README (release.yml → ci.yml)
- Update Gatekeeper: app is signed and notarized, no right-click needed
- Resolve signing provider: Certum for Windows, Apple Developer ID for macOS
- Add macOS signing section to codesigning.md (notarization + stapling)
- Update softwareVersion in structured data (0.1.4 → 0.2.0.0)
- Add ARM64 Linux to supported platforms
- Fix .deb dependency list (only libxcb-cursor0 is declared)
- Fix license text: GPL v3+ → LGPL v3.0 or later
- Fix export-data cross-reference
- Add Halifax to feature list
- Update copyright year to 2025-2026

Closes #171
@boscorat boscorat linked an issue Aug 28, 2026 that may be closed by this pull request
- Fix 8 broken bank_statement_parser guide URLs (missing /latest/ path segment)
- Fix wrong slug in advanced-export.md (new-bank-config → exports)
- Fix wrong slug in export-data.md (export-config → exports)
- Create CHANGELOG.md with Keep a Changelog format, seeded with v0.2.0.0
- Add changelog auto-generation to release.yml (conventional commits → changelog)
- Add Changelog entry to mkdocs.yml nav
- Add commit message conventions to CONTRIBUTING.md and AGENTS.md

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🟡 Changes recommended

MkDocs navigation references a missing docs/changelog.md page, and the updated release workflow needs small but important fixes (action pinning consistency and safer markdown section separation).

Once you've addressed the issues Copilot identified, you can request another Copilot review.

Pull request overview

This PR updates the project’s documentation and release workflow to align with the upcoming v0.2.0.0 release, including corrected links, updated platform/signing guidance, and automated changelog generation for GitHub releases.

Changes:

  • Fixes multiple documentation inaccuracies (code signing, licensing, supported platforms) and repairs broken bank_statement_parser guide URLs.
  • Adds a Keep a Changelog–style CHANGELOG.md and updates MkDocs navigation to include a Changelog entry.
  • Enhances the release workflow to generate changelog notes from conventional commits and prepend them to GitHub Release notes alongside the VirusTotal table.
File summaries
File Description
README.md Fixes CI badge URL and updates bank_statement_parser guide link to /latest/.
mkdocs.yml Adds a Changelog entry to the docs navigation.
docs/screens/project-management.md Updates bank_statement_parser guide link to /latest/.
docs/screens/import-statements.md Updates “add a new bank” guide link to /latest/.
docs/screens/import-results.md Updates “add a new bank” guide link to /latest/.
docs/screens/export-data.md Fixes export docs cross-reference to the correct BSP exports guide.
docs/screens/advanced-export.md Fixes export docs cross-reference to the correct BSP exports guide.
docs/screens/admin.md Updates page description to match actual admin capabilities.
docs/screens/about.md Updates licence wording to LGPL (but still needs copyright year alignment).
docs/quickstart.md Updates “add a new bank” guide link to /latest/.
docs/privacy.md Updates code signing provider details (Certum + Apple notarization).
docs/overrides/main.html Updates structured data version and supported-bank feature list.
docs/installation.md Updates Windows/macOS signing wording and Linux dependency/platform notes.
docs/index.md Updates BSP guide link to /latest/, platform matrix, and copyright year.
docs/codesigning.md Adds/expands macOS signing+notarization policy and clarifies Windows signing.
CONTRIBUTING.md Documents Conventional Commits requirements.
CHANGELOG.md Introduces a Keep a Changelog formatted changelog seeded for v0.2.0.0.
AGENTS.md Documents Conventional Commits requirements for contributors/agents.
.github/workflows/release.yml Adds changelog generation job and prepends changelog to release notes.
Review details
  • Files reviewed: 19/19 changed files
  • Comments generated: 5
  • Review effort level: Lite

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Comment thread mkdocs.yml
Comment thread .github/workflows/release.yml
Comment thread .github/workflows/release.yml
Comment thread .github/workflows/release.yml
Comment thread docs/screens/about.md Outdated
- Fix mkdocs.yml nav: changelog points to GitHub repo instead of missing docs page
- Pin upload-artifact and download-artifact to commit SHAs for supply-chain safety
- Add explicit newline separators between markdown sections in release body
- Fix copyright year in about.md (2025 → 2025–2026)
@boscorat
boscorat merged commit 437b6bd into master Aug 29, 2026
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documentation review

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