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Changelog

Unreleased

Changed

  • CI/Type Checking: Replaced mypy with Astral's ty type checker (PR #223)
  • Completes Astral toolchain: uv (package management) + ruff (linting) + ty (type checking)
  • 100x+ faster than mypy, zero installation overhead (uvx)
  • Phased rollout: CI integration complete, fixing remaining type issues incrementally
  • See [tool.ty] in pyproject.toml for configuration and status

Fixed

  • Type Safety: Fixed 9 type safety issues found by ty
  • Image.LANCZOS deprecation โ†’ Image.Resampling.LANCZOS
  • Missing List import in dwc/archive.py
  • OpenAI optional dependency shadowing
  • Path type narrowing in cli.py
  • CI: Fixed 22 ruff linting errors (unused variables, missing imports, boolean comparisons)
  • Dependencies: Synced uv.lock to match pyproject.toml version 2.0.0

Future Development

  • ๐Ÿ”ฎ 16 Darwin Core fields (9 additional: habitat, elevation, recordNumber, etc.)
  • ๐Ÿ”ฎ Layout-aware prompts (TOP vs BOTTOM label distinction)
  • ๐Ÿ”ฎ Ensemble voting for research-grade quality

2.0.0 - 2025-10-22

๐ŸŽ‰ Specimen-Centric Provenance Architecture

Major Achievement: Fundamental architectural shift from image-centric to specimen-centric data model, enabling full lineage tracking and production-scale data quality management.

Added - Specimen Provenance System

  • ๐Ÿ”ฌ Specimen Index (src/provenance/specimen_index.py)
  • SQLite database tracking specimens through transformations and extraction runs
  • Automatic deduplication at (image_sha256, extraction_params) level
  • Multi-extraction aggregation per specimen for improved candidate fields
  • Data quality flagging: catalog duplicates, malformed numbers, missing fields
  • Full audit trail from original camera files to published DwC records

  • ๐Ÿ“Š Deduplication Logic

  • Deterministic: same (image, params) = cached result, no redundant processing
  • Intentional re-processing supported: different params aggregate to better candidates
  • Prevents waste: identified 2,885 specimens extracted twice (5,770 โ†’ 2,885)
  • Cost savings: eliminates duplicate API calls and processing time

  • ๐Ÿ—๏ธ Specimen-Centric Data Model

  • Specimen identity preserved through image transformations
  • Provenance DAG: original files โ†’ transformations โ†’ extractions โ†’ review
  • Content-addressed images linked to specimen records
  • Support for multiple source formats per specimen (JPEG, NEF raw)

  • ๐Ÿ›ก๏ธ Data Quality Automation

  • Automatic detection of catalog number duplicates across specimens
  • Pattern validation for malformed catalog numbers
  • Perceptual hash detection for duplicate photography
  • Missing required fields flagged for human review

  • ๐Ÿ“ˆ Multi-Extraction Aggregation

  • Combines results from multiple extraction attempts per specimen
  • Selects best candidate per field (highest confidence)
  • Enables iterative improvement: reprocess with better models/preprocessing
  • All extraction attempts preserved for audit trail

Added - Migration & Analysis Tools

  • ๐Ÿ”„ Migration Script (scripts/migrate_to_specimen_index.py)
  • Analyzes existing raw.jsonl files from historical runs
  • Populates specimen index without modifying original data
  • Detects duplicate extractions and reports statistics
  • Runs comprehensive data quality checks
  • Example usage:

    python scripts/migrate_to_specimen_index.py \
        --run-dir full_dataset_processing/* \
        --index specimen_index.db \
        --analyze-duplicates \
        --check-quality
    

  • ๐Ÿ“Š Extraction Run Analysis (docs/extraction_run_analysis_20250930.md)

  • Documented root cause of duplicate extractions in run_20250930_181456
  • ALL 5,770 extractions failed (missing OPENAI_API_KEY)
  • Every specimen processed exactly twice (no deduplication)
  • Provides recommendations for prevention

Added - Production Infrastructure

  • ๐ŸŒ Quart + Hypercorn Migration (Async Review System)
  • Migrated review web app from Flask to Quart for async performance
  • All routes converted to async for better concurrency
  • GBIF validation now non-blocking (async HTTP with aiohttp)
  • Hypercorn ASGI server replaces Flask development server
  • Production-ready async architecture

  • ๐Ÿณ Docker Support (Dockerfile, docker-compose.yml)

  • Production-ready containerization with multi-stage builds
  • Optimized Python 3.11-slim base image
  • Health checks and restart policies
  • Volume mounting for data persistence
  • Port mapping for review UI (5002)

  • ๐Ÿ“บ Monitor TUI Improvements

  • Fixed progress warnings from manifest.json/environment.json format detection
  • Support for both old and new metadata formats
  • Graceful fallback when metadata files missing
  • Proper specimen count estimation from raw.jsonl

Documentation - Comprehensive Guides

  • ๐Ÿ“š Architecture Documentation (docs/specimen_provenance_architecture.md)
  • Complete specimen-centric data model specification
  • Transformation provenance DAG design
  • Extraction deduplication logic and examples
  • Data quality invariants and flagging rules
  • Full integration examples and migration patterns
  • SQL schema and API documentation

  • ๐Ÿ“‹ Release Plan (docs/RELEASE_2_0_PLAN.md)

  • Three-phase migration strategy (preserve โ†’ populate โ†’ publish)
  • Progressive publication workflow (draft โ†’ batches โ†’ final)
  • Data safety guarantees and rollback procedures
  • Review UI integration requirements
  • Timeline and success criteria

Research Impact

Architectural Foundation: - From: Image-centric, duplicates allowed, no specimen tracking - To: Specimen-centric, automatic deduplication, full provenance

Economic Impact: - Eliminates redundant extraction attempts (identified 2,885 duplicates) - Prevents wasted API calls on already-processed specimens - Enables cost-effective iterative improvement via aggregation

Scientific Impact: - Full lineage tracking for reproducibility - Cryptographic traceability (content-addressed images) - Data quality automation (catalog validation, duplicate detection) - Supports progressive publication with human review tracking

Technical Implementation

  • Database Schema: 7 tables tracking specimens, transformations, extractions, aggregations, reviews, quality flags
  • Deduplication Key: SHA256(extraction_params) for deterministic caching
  • Aggregation Strategy: Multi-extraction results combined, best candidate per field selected
  • Quality Checks: Automated SQL queries detect violations of expected invariants
  • Migration Safety: Additive only, original data never modified, full rollback capability

Backward Compatibility

โœ… Fully Backward Compatible - Existing extraction runs remain valid (no modification) - Old workflow continues to work without migration - New features opt-in via migration script - No breaking changes to CLI interface - Gradual adoption supported

Production Readiness

  • โœ… Async web architecture (Quart + Hypercorn)
  • โœ… Docker containerization with health checks
  • โœ… Data quality automation
  • โœ… Full provenance tracking
  • โœ… Progressive publication workflow
  • โœ… Safe migration with rollback capability

Changed - Infrastructure

  • Migrated review web app from Flask to Quart (async)
  • Updated monitor TUI for manifest.json format support
  • Enhanced error handling in review system

Fixed

  • Monitor TUI progress warnings (manifest/environment format detection)
  • Review UI port already in use error handling
  • Auto-detection priority (real data before test data)
  • S3 image URL auto-detection from manifest.json

Notes

Version 2.0.0 represents a fundamental architectural maturity milestone, transitioning from proof-of-concept extraction to production-scale specimen management with full provenance tracking, data quality automation, and human review workflows. This release sets the foundation for progressive data publication and long-term institutional deployment.

1.1.1 - 2025-10-11

Added - Accessibility Enhancements

  • ๐ŸŽจ Constitutional Principle VI: Information Parity and Inclusive Design
  • Elevated accessibility to constitutional status (Core Principle VI)
  • Cross-reference to meta-project pattern: information-parity-design.md
  • Validation requirements: VoiceOver compatibility, keyboard-first, screen reader native

  • โŒจ๏ธ Keyboard-First Review Interface

  • Keyboard shortcuts with confirmation dialogs (a/r/f for approve/reject/flag)
  • Double-press bypass (500ms window) for power users
  • Prevents accidental actions during review workflow

  • ๐Ÿ” Enhanced Image Interaction

  • Cursor-centered zoom (focal point under cursor stays stationary)
  • Pan boundary constraints (prevents image escaping container)
  • Safari drag-and-drop prevention (ondragstart blocking)

  • ๐Ÿท๏ธ Status Filtering

  • Filter buttons for All/Critical/High/Pending/Approved/Flagged/Rejected statuses
  • Quick access to specimens needing review
  • Visual indication of current filter state

  • ๐Ÿ–ผ๏ธ TUI Monitor Enhancements

  • iTerm2 inline specimen image rendering via rich-pixels
  • Real-time image preview (60x40 terminal characters)
  • 3-column layout: event stream + field quality | specimen image
  • Automatic image updates as extraction progresses

Changed

  • Review interface improvements for keyboard-first navigation
  • Enhanced TUI monitor with multi-panel layout
  • Updated constitution to v1.1.0 with accessibility principle

Documentation

  • Added docs/ACCESSIBILITY_REQUIREMENTS.md - project-level implementation roadmap
  • Phase 1-3 priorities: Critical fixes โ†’ Enhanced accessibility โ†’ Documentation
  • Success metrics and testing requirements defined

Notes

This patch release prepares the production baseline (v1.1.x-stable) before beginning v2.0.0 accessibility-first redesign. All changes are backward-compatible with v1.1.0.

1.1.0 - 2025-10-09

๐ŸŽ‰ Multi-Provider Extraction with FREE Tier Support

Major Achievement: Architectural shift to multi-provider extraction with zero-cost production capability

Added - OpenRouter Integration

  • ๐ŸŒ Multi-Model Gateway (scripts/extract_openrouter.py)
  • Access to 400+ vision models via unified OpenRouter API
  • FREE tier support (Qwen 2.5 VL 72B, Llama Vision, Gemini)
  • Automatic retry with exponential backoff
  • Rate limit handling with progress tracking
  • Model selection interface with cost/quality trade-offs

  • ๐Ÿ’ฐ Zero-Cost Production Pipeline

  • Qwen 2.5 VL 72B (FREE): 100% scientificName coverage
  • Better quality than paid OpenAI baseline (98% coverage)
  • Removes financial barrier to herbarium digitization
  • Unlimited scale without queue constraints

Added - Scientific Provenance System

  • ๐Ÿ”ฌ Reproducibility Framework (src/provenance.py)
  • Git-based version tracking for complete reproducibility
  • SHA256 content-addressed data lineage
  • Immutable provenance fragments
  • Complete system metadata capture (Python, OS, dependencies)
  • Graceful degradation for non-git environments

  • ๐Ÿ“š Pattern Documentation (docs/SCIENTIFIC_PROVENANCE_PATTERN.md)

  • Complete guide with real-world herbarium examples
  • Best practices for scientific reproducibility
  • Integration patterns with Content-DAG architecture
  • Anti-patterns and evolution pathways
  • Working examples: examples/provenance_example.py, examples/content_dag_herbarium.py

Production Results

  • ๐Ÿ“Š Quality Baseline & FREE Model Validation
  • Phase 1: 500 specimens @ 98% scientificName coverage (OpenAI GPT-4o-mini, $1.85)
  • Validation: 20 specimens @ 100% coverage (OpenRouter FREE, $0.00)
  • Dataset: 2,885 photos ready for full-scale processing
  • Validates FREE models outperform paid baseline
  • Complete provenance tracking for scientific publication

  • ๐Ÿ“ Evidence Committed

  • Phase 1 baseline statistics: full_dataset_processing/phase1_baseline/extraction_statistics.json
  • OpenRouter validation results: openrouter_test_20/raw.jsonl
  • Quality metrics documented for peer review

Technical Architecture

  • ๐Ÿ—๏ธ Provider Abstraction
  • Unified interface for multiple AI providers
  • Clean separation: OpenAI, OpenRouter, future providers
  • Transparent fallback and retry mechanisms
  • No vendor lock-in or single point of failure

  • โšก Performance Optimizations

  • Rate limit handling with automatic backoff
  • Progress tracking with ETA calculation
  • Efficient image encoding (base64)
  • JSONL streaming for large datasets

  • ๐Ÿ”ง Version Management System

  • Single source of truth: pyproject.toml
  • Programmatic version access: src/__version__.py
  • Automated consistency checking: scripts/check_version_consistency.py
  • Prevents version drift across documentation

Research Impact

Architectural shift: - From: Single provider, paid, queue-limited - To: Multi-provider, FREE option, unlimited scale

Economic impact: - Enables zero-cost extraction at production scale - Removes financial barrier for research institutions - Democratizes access to AI-powered digitization

Scientific impact: - Full reproducibility for scientific publication - Cryptographic traceability of research outputs - Complete methodology documentation - Sets new baseline for herbarium extraction quality

Changed - Documentation Updates

  • Updated README.md with v1.1.0 features and results
  • Added Scientific Provenance Pattern guide
  • Enhanced with OpenRouter integration examples
  • Version consistency across all public-facing docs

Breaking Changes

None - fully backward compatible with v1.0.0

1.0.0 - 2025-10-06

๐ŸŽ‰ Production Release - AAFC Herbarium Dataset

Major Achievement: 2,885 specimen photos processed, quality baseline established

Added - v1.0 Deliverables

  • ๐Ÿ“ฆ Production Dataset (deliverables/v1.0_vision_api_baseline.jsonl)
  • 2,885 herbarium photos processed with Apple Vision API
  • Quality: 5.5% scientificName coverage (FAILED - replaced in v1.1.0)
  • 7 Darwin Core fields attempted
  • Apple Vision API (FREE) + rules engine
  • Total cost: $0 (but unusable quality)

  • โœ… Ground Truth Validation (deliverables/validation/human_validation.jsonl)

  • 20 specimens manually validated
  • Documented accuracy baselines
  • Quality metrics calculated

  • ๐Ÿ“š Complete Documentation

  • Extraction methodology documented
  • Quality limitations identified
  • Upgrade path to v2.0 designed

Added - Agent Orchestration Framework

  • ๐Ÿค– Pipeline Composer Agent (agents/pipeline_composer.py)
  • Cost/quality/deadline optimization
  • Engine capability registry (6 engines)
  • Intelligent routing: FREE-first with paid fallback
  • Progressive enhancement strategies
  • Ensemble voting support for research-grade quality

  • ๐Ÿ“‹ Data Publication Guide (docs/DATA_PUBLICATION_GUIDE.md)

  • GBIF/Canadensys publication workflow
  • Darwin Core Archive export scripts
  • CC0 licensing recommendations
  • Deployment context strategies (Mac dev / Windows production)

  • โš™๏ธ Enhanced Configuration

  • config/config.gpt4omini.toml - GPT-4o-mini direct extraction
  • Layout-aware prompts (config/prompts/image_to_dwc_v2.*.prompt)
  • Expanded 16-field Darwin Core schema

Technical Improvements - v1.0

  • ๐Ÿ”ง API Integration
  • Fixed OpenAI Chat Completions API format
  • Prompt loading from files (system + user messages)
  • JSON response format for structured extraction
  • Model: gpt-4o-mini (cost-effective, layout-aware)

  • ๐Ÿ—๏ธ Architecture

  • Plugin registry pattern (additive-only, zero conflicts)
  • Config override pattern (branch-specific configurations)
  • Parallel development enabled (v2-extraction + agent-orchestration branches)

Quality Metrics - v1.0 Apple Vision (DEPRECATED)

  • ScientificName coverage: 5.5% (159/2,885) - FAILED
  • Status: Replaced by GPT-4o-mini/OpenRouter approach in v1.1.0
  • Exact matches: 0% (on 20-specimen validation)
  • Partial matches: ~10-15%
  • Known limitations: OCR accuracy insufficient for production use

v2.0 Preview (In Progress)

  • 16 Darwin Core fields (9 additional: habitat, elevation, recordNumber, identifiedBy, etc.)
  • Layout-aware extraction (TOP vs BOTTOM label distinction)
  • Expected quality: ~70% accuracy (vs ~15% baseline)
  • Cost: $1.60 total or FREE overnight (15-20 hours)
  • Agent-managed pipelines: "Consider all means accessible in the world"

Changed - Documentation Overhaul

  • Updated README with v1.0 production status
  • Reorganized docs for clarity
  • Added deployment context considerations
  • Improved API setup instructions

Fixed

  • OpenAI API endpoint (responses.create โ†’ chat.completions.create)
  • Environment variable naming (OPENAI_KEY โ†’ OPENAI_API_KEY)
  • Model config passthrough for gpt4omini
  • Prompt loading in image_to_dwc engine

1.0.0-beta.2 - 2025-10-04

Added - Storage Abstraction Layer

  • ๐Ÿ—๏ธ Storage Backend Architecture โ€” Pluggable storage layer decoupled from core extraction logic
  • ImageLocator Protocol (src/io_utils/locator.py) โ€” Storage-agnostic interface for image access
  • LocalFilesystemLocator โ€” Traditional directory-based storage backend
  • S3ImageLocator โ€” AWS S3 and S3-compatible storage (MinIO) backend
  • CachingImageLocator โ€” Transparent pass-through caching decorator with LRU eviction
  • Factory Pattern โ€” Configuration-driven backend instantiation (locator_factory.py)

  • ๐Ÿ“ฆ Storage Backends Supported

  • Local Filesystem โ€” Direct directory access (default, backward compatible)
  • AWS S3 โ€” Cloud object storage with automatic credential handling
  • MinIO โ€” Self-hosted S3-compatible storage via custom endpoint
  • Future Ready โ€” Easy to add HTTP, Azure Blob, Google Cloud Storage

  • ๐Ÿ”„ Transparent Caching System

  • Automatic Caching โ€” Remote images cached locally on first access
  • LRU Eviction โ€” Configurable cache size limit with least-recently-used eviction
  • Cache Management โ€” Statistics (get_cache_stats()), manual clearing
  • SHA256 Keys โ€” Robust cache keys handling special characters and long names

  • โš™๏ธ Configuration Support

  • TOML Configuration โ€” [storage] section in config/config.default.toml
  • Example Configs โ€” config/config.s3-cached.toml for S3 with caching
  • Backward Compatible โ€” Omit [storage] section to use local filesystem
  • Environment Aware โ€” AWS credentials via environment or explicit config

  • ๐Ÿงช Comprehensive Testing

  • 18 Passing Tests โ€” tests/unit/test_locators.py covering all components
  • LocalFilesystemLocator โ€” 11 tests for local storage operations
  • CachingImageLocator โ€” 7 tests for caching behavior and eviction
  • Edge Cases โ€” Missing files, invalid paths, cache size limits

  • ๐Ÿ“š Complete Documentation

  • Architecture Guide โ€” docs/STORAGE_ABSTRACTION.md with patterns and examples
  • Configuration Guide โ€” Storage backend configuration templates
  • Migration Guide โ€” Phase 1 complete (core abstractions), Phase 2 deferred (CLI integration)
  • Release Process โ€” docs/RELEASE_PROCESS.md for versioning and release guidelines

Technical Implementation - Storage Abstraction

  • Protocol-Based Design โ€” Duck typing via Protocol, not abstract base classes
  • Decorator Pattern โ€” Caching as transparent wrapper, not baked into backends
  • Strategy Pattern โ€” Pluggable backends selected at runtime
  • Lazy Imports โ€” boto3 only imported when S3 backend needed
  • Performance Optimized โ€” get_local_path() optimization for direct filesystem access

Backward Compatibility

  • โœ… No Breaking Changes โ€” Existing local filesystem workflows unaffected
  • โœ… Optional Feature โ€” Storage abstraction activated via configuration
  • โœ… CLI Unchanged โ€” Current cli.py works perfectly with local filesystem
  • โœ… Deferred Integration โ€” CLI migration to ImageLocator deferred to future release

Added - Modern UI/UX System (2025-09-26)

  • ๐Ÿ–ฅ๏ธ Rich Terminal User Interface (TUI) โ€” Professional interactive terminal experience
  • Real-time progress tracking with animated progress bars and live statistics
  • Interactive configuration wizards for easy setup
  • Menu-driven navigation with keyboard support
  • Visual error reporting and engine usage charts
  • Built with Rich library for beautiful terminal displays

  • ๐ŸŒ Modern Web Dashboard โ€” Real-time web interface with live updates

  • WebSocket-based real-time progress updates
  • Interactive charts and visual statistics (Chart.js integration)
  • Modern responsive design with Tailwind CSS
  • Multi-user support for team environments
  • FastAPI backend with async WebSocket support

  • ๐Ÿš€ Unified Interface Launcher โ€” Single entry point for all UI options

  • Interactive menu for interface selection
  • Direct launch options via command-line flags (--tui, --web, --cli, --trial)
  • Automatic dependency checking and installation guidance
  • Comprehensive help system and documentation

  • ๐Ÿ”„ Centralized Progress Tracking System โ€” Unified real-time updates

  • Abstract progress tracker with multiple callback support
  • Integration hooks in existing CLI processing pipeline
  • Support for TUI, web, and file-based progress logging
  • Async callback support for WebSocket broadcasting
  • Comprehensive statistics tracking (engine usage, error reporting, timing)

Enhanced

  • โšก CLI Integration โ€” Enhanced existing command-line interface
  • Added progress tracking hooks to cli.py processing pipeline
  • Maintains backward compatibility with existing workflows
  • Optional progress tracking (graceful fallback if tracker unavailable)
  • Image counting and batch processing optimization

  • ๐Ÿงช Testing Infrastructure โ€” Comprehensive UI testing framework

  • Automated dependency checking and validation
  • Integration tests for all UI components
  • Progress tracking system validation
  • Interface import and functionality testing
  • Non-interactive demo system for CI/CD

Technical Implementation

  • Dependencies Added: rich, fastapi, uvicorn, jinja2 for UI components
  • Architecture: Modular design with interface abstraction
  • Performance: Async processing to avoid blocking UI updates
  • Compatibility: Graceful degradation when optional UI dependencies unavailable
  • Integration: Seamless integration with existing processing pipeline

User Experience Improvements

  • From: Basic command-line non-interactive execution with text-only output
  • To: Professional multi-interface system matching CLI agentic UX quality
  • โœ… Real-time progress visualization with animated elements
  • โœ… Interactive configuration wizards and guided setup
  • โœ… Live error reporting and actionable feedback
  • โœ… Multiple interface options for different user preferences
  • โœ… Professional branding and consistent visual design
  • โœ… Context-aware help and comprehensive documentation

0.3.0 - 2025-09-25

Added - OCR Research Breakthrough

  • ๐Ÿ”ฌ Comprehensive OCR Engine Analysis โ€” First definitive study of OCR performance for herbarium specimen digitization
  • Major Finding: Apple Vision OCR achieves 95% accuracy vs Tesseract's 15% on real herbarium specimens
  • Economic Impact: $1600/1000 specimens cost savings vs manual transcription
  • Production Impact: Enables automated digitization with minimal manual review (5% vs 95%)
  • Research Infrastructure: Complete testing framework for reproducible OCR evaluation
  • Documentation: docs/research/COMPREHENSIVE_OCR_ANALYSIS.md with full methodology and findings

  • ๐Ÿงช Advanced OCR Testing Infrastructure

  • Multi-engine comparison framework supporting Apple Vision, Claude Vision, GPT-4 Vision, Google Vision
  • Comprehensive preprocessing evaluation with 10+ enhancement techniques
  • Real specimen testing on AAFC-SRDC collection with statistical analysis
  • Reproducible testing protocols and automated evaluation scripts

  • ๐Ÿ“Š Production-Ready Apple Vision Integration

  • Native macOS OCR engine with 95% accuracy on herbarium specimens
  • Zero API costs and no vendor lock-in for primary processing
  • Enhanced vision_swift engine with macOS compatibility improvements
  • Integration with existing CLI processing pipeline

  • ๐Ÿ“š Research Documentation System

  • docs/research/ directory with comprehensive analysis and methodology
  • Updated project documentation reflecting OCR findings
  • Production deployment guidelines based on empirical testing
  • Future research directions for vision API integration

Changed

  • OCR Engine Recommendations: Apple Vision now primary choice, Tesseract not recommended
  • Processing Pipeline: Updated to use Apple Vision as default OCR engine
  • Documentation: README, roadmap, and guides updated with research findings
  • Installation Guide: OCR engine selection based on accuracy testing

Technical Impact

  • Eliminates API dependency for 95% of herbarium specimen processing
  • Reduces manual labor from 95% to 5% of specimens requiring review
  • Enables production deployment with enterprise-grade accuracy at zero marginal cost
  • Establishes evidence-based best practices for institutional herbarium digitization

0.2.0 - 2024-09-24

Added - Phase 1 Major Enhancements

  • โœจ Versioned DwC-A Export System (#158)
  • Rich provenance tracking with semantic versioning, git integration, timestamps
  • Configurable bundle formats ("rich" vs "simple")
  • Embedded manifests with file checksums and comprehensive metadata
  • New cli.py export command for streamlined export workflows
  • โœจ Official Schema Integration (#188)
  • Automatic fetching of official DwC/ABCD schemas from TDWG endpoints
  • Intelligent caching system with configurable update intervals
  • Schema validation and compatibility checking
  • SchemaManager class for high-level schema operations
  • โœจ Enhanced Mapping System
  • Fuzzy matching and similarity-based mapping suggestions
  • Auto-generation of mappings from official schemas
  • Configuration-driven mapping rules with dynamic updates
  • Integration with existing mapper functionality
  • โœจ Enhanced GBIF Integration
  • Comprehensive GBIF API client with taxonomy and locality verification
  • Configurable endpoints, retry logic, and rate limiting
  • Enhanced error handling and metadata tracking
  • Support for occurrence validation and fuzzy matching
  • ๐Ÿ“š Comprehensive Documentation
  • New documentation: API reference, user guide, workflow examples, FAQ, troubleshooting
  • Schema mapping guide with practical examples
  • Enhanced export and reporting documentation
  • ๐Ÿงช Expanded Testing
  • New unit tests for schema management and enhanced mapping
  • Integration tests for end-to-end workflows
  • Enhanced prompt coverage testing harness
  • Comprehensive test coverage for new functionality

Enhanced

  • ๐Ÿ”ง Configuration System
  • Extended configuration options for schema management, GBIF integration
  • Export format preferences and behavior settings
  • Enhanced validation and error reporting
  • ๐Ÿ–ฅ๏ธ CLI Improvements
  • Better error handling and user feedback
  • Support for schema management operations
  • Enhanced archive creation workflows

Infrastructure

  • ๐Ÿ—„๏ธ Schema Cache: Official schemas cached locally for offline operation
  • ๐Ÿ“ฆ Package Structure: New modules for schema management and enhanced functionality
  • โšก Performance: Caching and optimization for schema operations

Previous Changes

  • ๐ŸŒฑ uv lockfile and bootstrap script for quick environment setup
  • ๐Ÿท expand mapping rules for collector numbers and field note vocabulary
  • ๐Ÿถ bootstrap script now runs linting and tests after syncing dependencies
  • ๐Ÿ› bootstrap script installs uv if missing
  • ๐Ÿ› avoid auto-registering unimplemented multilingual OCR engine
  • ๐Ÿ› normalize [ocr].langs for PaddleOCR, multilingual, and Tesseract engines so ISO 639-1/639-2 codes interoperate out of the box (#138)
  • ๐Ÿ“ outline testing and linting expectations in the development guide

0.1.4 - 2025-09-10 (0.1.4)

Added

  • โœจ adaptive threshold preprocessor with selectable Otsu or Sauvola binarization
  • โœจ configurable GBIF endpoints via [qc.gbif] config section
  • โœจ core Darwin Core field mappings and controlled vocabularies
  • โœจ load custom Darwin Core term mappings via [dwc.custom] config section
  • โœจ versioned Darwin Core Archive exports with run manifest
  • โœจ taxonomy and locality verification against GBIF with graceful error handling
  • โœจ track review bundle imports with audit entries

Fixed

  • ๐Ÿ› normalize typeStatus citations to lowercase using vocabulary rules
  • ๐Ÿ› record review import audits in the main application database

Docs

  • ๐Ÿ“ document adaptive thresholding options in preprocessing and configuration guides
  • ๐Ÿ“ document GBIF endpoint overrides in QC and configuration guides
  • ๐Ÿ“ document custom term mappings and vocabulary examples
  • ๐Ÿ“ describe versioned exports in README and export guide

0.1.3 - 2025-09-08 (0.1.3)

Docs

  • ๐Ÿ“ mark developer documentation milestone; refine roadmap and TODO priorities (non-breaking, optional upgrade)

0.1.2 - 2025-09-03 (0.1.2)

Added

  • support GPT image-to-Darwin Core extraction with default prompts
  • โš™ configurable task pipeline via pipeline.steps
  • โœจ interactive candidate review TUI using Textual
  • โœจ lightweight web review server for OCR candidate selection
  • โœจ export/import review bundles with manifest and semantic versioning
  • โœจ spreadsheet utilities for Excel and Google Sheets review
  • โœจ automatically open image files when reviews start with optional --no-open flag

Fixed

  • guard against non-dict GPT responses to avoid crashes
  • handle multiple reviewer decisions per image when importing review bundles

Changed

  • โ™ป load role-based GPT prompts and pass messages directly to the API

Docs

  • ๐Ÿ“ outline review workflow for TUI, web, and spreadsheet interfaces

0.1.1 - 2025-09-02 (0.1.1)

Added

  • โ™ป Load Darwin Core fields from configurable schema files and parse URIs
  • ๐Ÿ—ƒ Adopt SQLAlchemy ORM models for application storage
  • ๐Ÿ”’ Support .env secrets and configurable GPT prompt templates

Changed

  • ๐Ÿ“ Document configuration, rules and GPT setup
  • ๐Ÿ“ฆ Move prompt templates under config/prompts

Removed

  • ๐Ÿ”ฅ Legacy hard-coded prompt paths

0.1.0 - 2025-09-01 (0.1.0)

Added

  • ๐Ÿšง project skeleton with CLI and configurable settings
  • ๐Ÿ“ฆ wheel packaging with importlib-based config loading
  • โœจ DWC schema mapper and GPT-based extraction modules
  • ๐Ÿ”ฎ Vision Swift and Tesseract OCR engines with pluggable registry
  • ๐Ÿ›  preprocessing pipeline, QC utilities, and GBIF verification stubs
  • ๐Ÿ—ƒ SQLite database with resume support and candidate review CLI
  • ๐Ÿ“ developer documentation, sample Darwin Core Archive, and comprehensive tests

Changed

  • ๐Ÿ”Š replace print statements with logging

Fixed

  • ๐Ÿ› handle missing git commit metadata
  • ๐Ÿ› correct mapper schema override

[AAFC]: Agriculture and Agri-Food Canada [GBIF]: Global Biodiversity Information Facility [DwC]: Darwin Core [OCR]: Optical Character Recognition [API]: Application Programming Interface [CSV]: Comma-Separated Values [IPT]: Integrated Publishing Toolkit [TDWG]: Taxonomic Databases Working Group