Release Notes: AI QA auto-fixing and live HTML previews · June 29, 2026

These changes are currently in testing and will be published in the next release.

New Features

• AI Workflow Summary: The Document Templating AI workflow now concludes with a dedicated Summary Agent that provides a comprehensive conversational overview of all modifications made during the session, including new templates, snippets, and data dictionaries.
• AI Sub-Agents: The metadata extraction phase of Document Templating AI now runs in parallel using specialized sub-agents (Engagement Templates, Quote Templates, Snippets, and Data Dictionaries), drastically improving speed and accuracy.
• Advanced Quote Formulas: The quote template formula engine now supports dynamic item names (prefix with =), tiered lookups via tier(), and catalog ID lookups via product() and get_bitmask().
• Quote Editor Navigation: Added a “Close Quote” button to the quote editor’s sidebar to quickly return to the parent engagement workspace.
• Resource Plan Search: You can now search for specific resources or plans by name directly within the resource planning grid using the new expanding search bar in the toolbar.
• Snippet Search: The Snippets screen now natively supports fast, full-text Algolia search directly from the list.
• Mobile Table Headers: On mobile devices, the search bar and filter controls are now integrated directly into the list screen headers for a cleaner layout and easier access.
• List Screen Context: Table headers across the platform now display helpful descriptions underneath their titles to provide more context.
• Mobile Search Clear: Added a quick-clear (X) button to search bars on mobile list screens to easily reset your search results.
• Quote Template Recurring Fields: You can now define an optional “Repeat” value (e.g., “monthly”, “annually”) on both sections and individual line items within Quote Templates.
• Quote Table Scrolling: Quote tables (including templates) now support horizontal scrolling for large pricing structures, preventing layout constraints on smaller screens.
• Optimistic Quote UI: Newly created quote sections and items now remain visible instantly, preventing them from temporarily flickering or disappearing while syncing with the backend.
• Global Saving Indicators: All major list and table screens (Users, Roles, Data Dictionaries, Snippets, Quotes, Items, Discounts, Resource Plans) now feature a “Last Modified” column with a real-time progress indicator whenever a save is actively processing for that record.
• HTML Code Editor: The HTML content field in Document Templates has been upgraded to a dedicated code editor, providing an improved experience for configuring template markup.
• Example Document Uploads: You can now upload reference Word or PDF documents directly to your document templates to streamline template creation.
• Snippet Reordering: You can now easily reorder both engagement and quote snippets using up and down arrows on each card.
• Quote Snippet Protections: Quote snippets now feature a safety confirmation dialog to prevent accidental deletions, and display a visual loading indicator while saving edits.
• Quote Snippet UI: Quote snippet cards now display a last modified timestamp and feature a refined design matching the rest of the application.
• Multi-Snippet Selection: You can now link multiple snippets to an engagement simultaneously with visual checkmarks, a selected count indicator, and a search filter.
• Document Template Redirects: Creating a new document template now instantly redirects you to its configuration workspace.
• Engagement Snippet States: Snippet cards now track and display distinct AI generation statuses. If a snippet fails to build, a clear error message is shown with an option to retry generation.
• Inline Note Editing: You can now edit existing notes directly on their card in the Notes tab with automatic background saving.
• Status Update Indicators: Resource plan status changes now display a loading spinner in the UI and safely revert if an error occurs.
• On-Demand Actuals Reconciliation: You can now trigger actual hours reconciliation on-demand directly from the client.
• Real-Time AI Streaming: AI multi-agent workflows now stream responses in real-time for faster, more responsive interactions.
• Document Templating AI: AI document templating now features intelligent feedback loops to improve accuracy during template generation.

Fixes & Improvements

• AI QA Auto-Fixing: The Document Templating QA Agent can now automatically fix minor HTML/CSS spacing, font, and layout errors during template generation and return a clear summary of its fixes.
• AI Template Formatting: Fixed an issue where document templating agents could output literal escaped newline characters instead of rendering actual newlines in generated HTML markup.
• Progress Dialog Stability: Fixed an issue where canceling the AI document generation progress dialog or encountering a background error could cause the application to lose UI context.
• File Dialog Context: Improved the stability of the file details dialog on the Files screen when editing descriptions.
• HTML Previews: Rebuilt the web iframe component to support live, real-time updates when previewing or editing HTML document templates.
• Dialog Stability: Standardized state management for nested popup dialogs (like File Details and AI Generation Summaries) to prevent them from losing context.
• AI Summary Dialog: The AI document generation summary now displays as clean, selectable text rather than an embedded rich-text editor, improving performance and readability.
• AI Agent Stability: Improved template variable handling and response parsing during AI document generation to ensure reliable execution.
• AI Session & Streaming Reliability: Improved AI streaming initialization and session handling to eliminate stream dropouts and handle heavy usage smoothly.
• UI Consistency: Standardized UI text across tabs, tooltips, buttons, and dialogs for consistent terminology across the platform.
• Visual Polish: Updated the quote editor and homepage layouts with cleaner white backgrounds and improved border contrast. Updated the quote total bar label to “TOTAL QUOTE”.
• Dialog Accessibility: Confirmation dialogs for deleting quote sections now use selectable text.
• Quote Name Editing: Fixed an issue where typing into the quote name field could cause the text cursor to jump or lose focus during background saves.
• Quote UI Layout: Long quote names and section titles in the sidebar are now cleanly truncated with an ellipsis to prevent layout overflow.
• Quote Templates: Displays a clear error dialog if creating a template from an active quote fails.
• Responsive Filters: Improved the responsive layout of collapsible filter sections to prevent overflow on smaller devices.
• AI Performance: Upgraded backend document templating AI models to Gemini 3.5 Flash for improved reasoning, schema mapping, and asset extraction stability.
• AI Network Resilience: Added automatic retry mechanisms with exponential backoff for AI operations to handle transient network timeouts smoothly.
• Search Error Handling: If a list search fails, the system now displays a clear, readable error dialog instead of failing silently.
• Table Rendering Stability: Refreshing data or performing search in list screens no longer clears table content unnecessarily, eliminating visual flickering.
• UI Layout Stability: Fixed an issue where resizing screens or viewing certain horizontal layouts could overflow due to width constraints.
• Quote Table Overflow: Fixed layout overflow issues in quote table headers by cleanly truncating long numerical values.
• Snippet Table Formatting: Long snippet names and types are now cleanly truncated with an ellipsis to prevent table overflow.
• Form Stability: Date and time pickers now reliably parse saved date formats and instantly save new selections in the background.
• UI Polish: Added smooth loading indicators to dynamic custom property forms while data schemas load.
• Visual Consistency: Standardized form inputs across the application to natively use Material 3 dynamic color schemes.
• Data Formatting: Improved database saving mechanisms to automatically sanitize and format complex date and time inputs.
• UI Layout: Long text in tables and cards (Engagements, Snippets, Lifecycles, Integration Errors) is cleanly truncated, and text selection has been disabled on rows to prevent intercepting clicks.
• Table Performance: Optimized rendering of calculated table columns (like Engagement Values and Lifecycle Statuses) to improve scrolling performance.
• User Management Iconography: Updated the Add User button icon on the Users screen to a descriptive person-add icon.
• User Management Dialogs: Fixed an issue where Add User and Remove User dialogs could lose context during interaction.
• Document Generation: Fixed template merging issues in document generation services and resolved HTML-to-PDF rendering errors.
• Global Actions: Fixed an issue where the note creation dialog accessed via the global plus menu failed to close properly after saving.
• AI Document Processing: Enhanced context handling for dynamic UI suggestions and image processing during template generation.
• Secure File Storage: Enhanced security for uploaded template assets and documents.
• AI Performance & Memory: Optimized memory usage when processing large documents and PDFs.
• Cold Start Performance: Optimized initial loading times and latency for AI interactions.
• Error Handling: Streamlined error reporting to present clear and user-friendly diagnostics.
• Snippet Tab Navigation: Switching between tabs in the workspace no longer resets your scroll position or state on Snippet screens.
• Batch Snippet Processing: Linking multiple snippets now processes in parallel with clear error handling if a link fails.
• Resource Planning Filters: Fixed an issue where the “Show only underutilized” resource planning toggle would fail to calculate planned totals across the view.
• Document Templating AI Improvements: Refined example document parsing and categorization for AI snippets, and automated image deduplication to speed up template processing.
• Quote Template Form Stability: Fixed an issue where typing into quote template line items could cause the text cursor to jump or lose focus during real-time syncs.
• Integration Syncing: Outbound integration dispatching now prevents duplicate sync executions during rapid or concurrent updates.