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This is the platform changelog. It tracks notable user-facing changes to KaireonAI — new features, APIs, UI additions, and behavioral shifts — in reverse-chronological order. New capabilities land here when they are deployed to playground.kaireonai.com. For the forward-looking view, see the roadmap.

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2026-04-17 — Action Insights + Reporting Platform

Four coordinated phases shipped as a single milestone: close analytics gaps, make alerts actually fire, ship a full report builder and scheduler, and deliver a C-suite executive dashboard with Export + Save-as-Report across every view.
Pilot deployment posture. This release ships as manual-only automation. The alert evaluator, report scheduler, and scheduled report runner all run through /api/cron/tick, but CRON_TOKEN and AWS EventBridge are intentionally not wired during pilot to avoid runaway LLM / notification cost. Run Now buttons, Export buttons, ad-hoc notification sends, and on-demand alert evaluation all work unconditionally. See EventBridge Setup for the optional wiring path, and the roadmap for the pilot guardrails we plan to ship before enabling automation by default.

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Phase 01 — Analytics Foundation

New analytical primitives that power every downstream surface in this milestone.
  • New dashboard-data case selection_frequency — per-offer eligibleCount, scoredCount, selectedCount, selectionRate, avgRank, and rankDistribution[]. Accepts channelId, categoryId, decisionFlowId, segmentId filters.
  • New dashboard-data case anomaly_candidates — compares current vs. baseline period across acceptance rate, revenue, and degraded scoring rate; classifies severity (info / warning / critical) from z-score + absolute percent change.
  • New dashboard-data case why_not_ranked — aggregate misses per offer: scoredTooLow, filteredByContactPolicy, filteredByQualification, and beatenBy (top-5 competing offers).
  • Segment dimension added to acceptance_rate, offer_performance, offer_performance_grouped, channel_effectiveness, daily_trend, revenue_trend.
  • Enriched DecisionTrace JSON shapes — structured rejectionReason, rankBefore / rankAfter on scoring results.
  • Cross-decision narrative helpers in src/lib/ai/intelligence/decision-explainer.ts: explainOfferUnderperformance, explainSegmentCoverage, explainAnomaly.
Docs: AI Insights · Dashboards · Dashboard Data API

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Phase 02 — Notification Providers + AlertRule Execution

Pluggable notification system and live alert evaluation.
  • NotificationProvider interface + registry with Slack, Microsoft Teams, outbound webhook, and Ops-Email (SES) adapters.
  • New notifications tab in /settings/integrations — add / test / enable / disable / delete destinations.
  • Encrypted credential storage in PlatformSetting vault (AES-256-GCM); GET endpoints return redacted configs.
  • AlertRule evaluator — compares observed vs. threshold over windowMinutes, derives severity, fans out to every destination in channels, respects cooldownMinutes.
  • New settings page /settings/alerts — CRUD for alert rules.
  • New API surface:
    • GET|POST|PATCH|DELETE /api/v1/notifications/providers
    • POST /api/v1/notifications/providers/:id/test
    • POST /api/v1/notifications/send
    • GET|POST|PATCH|DELETE /api/v1/alert-rules
    • POST /api/cron/tick (token-authenticated; intended caller is an external scheduler such as AWS EventBridge).
Docs: Notifications · Alert Rules · Notifications API · Alerts API · Cron API · EventBridge Setup (optional during pilot)

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Phase 03 — Report Builder + Scheduler

User-configurable reports with LLM narration, four output formats, and scheduled delivery through Phase 02 providers.
  • New Prisma models ReportTemplate, ReportSchedule, ReportRun (additive migration; no changes to existing models).
  • Report data-source registry — 10 built-in sources (offer_performance, channel_effectiveness, selection_frequency, anomaly_candidates, why_not_ranked, decision_traces_summary, funnel, revenue_trend, daily_trend, budget_burn). Extension point: drop a new file in src/lib/reports/data-sources/ and register it.
  • Report format registry — built-in PDF (via @react-pdf/renderer), CSV, Markdown, HTML.
  • LLM narrative engine (src/lib/reports/narrator.ts) — uses tenant AI provider; produces executive summary + per-section narratives + key takeaways; caps input at ~5000 tokens worth of rows with explicit truncation signals.
  • Report runner (src/lib/reports/runner.ts) — loads template, runs sources, calls narrator, renders formats, creates ReportRun, dispatches to destinations.
  • Full API surface:
    • GET|POST /api/v1/reports/templates, GET|PATCH|DELETE /api/v1/reports/templates/[id]
    • POST /api/v1/reports/templates/[id]/preview (transient render, no persistence)
    • POST /api/v1/reports/templates/[id]/run-now (immediate run; works without the cron)
    • GET|POST /api/v1/reports/schedules, PATCH|DELETE /api/v1/reports/schedules/[id]
    • GET /api/v1/reports/runs, GET /api/v1/reports/runs/[id]
    • GET /api/v1/reports/runs/[id]/artifacts/[format]
  • /settings/reports builder UI — compose sources, pick formats/narrative, schedule + destinations, live preview, runs history drawer.
  • /api/cron/tick extended to also process due report schedules; response JSON gains reportsEvaluated, reportsRan, reportErrors.
Docs: Reports · Report Templates · Report Schedules · First Scheduled Report guide · Reports API

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Phase 04 — Executive Dashboard + Share-as-Report

C-suite-ready view and one-click sharing across every dashboard.
  • New page /dashboards/executive — LLM-narrated weekly summary, six KPI cards with period-over-period deltas and sparklines, anomaly feed (last 7 days), segment × offer heatmap, and quick-links to operational dashboards.
  • Reusable dashboard components:
    • PeriodDelta — headline + Δ% vs. prior period + sparkline.
    • AnomalyFeed — severity pill / metric / delta / explain button.
    • SegmentOfferHeatmap — top-10 × top-10 selection rate grid.
    • ExportMenu — PDF / CSV / Markdown / HTML dropdown (uses /api/v1/reports/preview under the hood; no cron required).
    • SaveAsReportButton — modal pre-filled from the current view; creates a ReportTemplate + ReportSchedule in one click.
  • Export + Save-as-Report wired into every dashboard — Business, Operations, Model Health, Data Health, Attribution (in addition to Executive).
  • Backend support for period-over-period (summary_with_comparison, model_auc_summary_with_prev, and sparklines on core metrics).
Docs: Executive Dashboard · Dashboards · Share a Dashboard guide

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Earlier changes

Earlier changes are tracked in commit history — see the platform repo. Notable recent work prior to this milestone:
  • Mar–Apr 2026 — Docs remediation and sample-data corrections (connector count corrected to 24, transform count to 15, API response shapes aligned end-to-end with code).
  • Apr 2026 — Repo open-sourced under a single “Initial open source release” commit. CI and CodeQL workflows temporarily disabled pending the public repo cut-over.
  • Apr 2026 — API Explorer auto-creates an API key on first visit to the playground for streamlined onboarding.
This changelog starts with the 2026-04-17 milestone because that’s when we introduced it. For older history, consult the commit log.