Punchcard
Back to changelog

Excel Evidence Citing, Citation UI Polish, and Platform Reliability

Punchcard now supports Lasso, Cite, and Sum on Excel and CSV source files in the add-in, alongside major citation UI improvements and reliability fixes across the workpaper.

FeatureBug FixUI

Excel and CSV Evidence Citing

Lasso, Cite, and Sum now work on Excel and CSV source files in the Office add-in, not just PDFs and images. When the active source document is a spreadsheet, each tool draws on the underlying cell values — so the precision you see in the source workbook is exactly what gets captured, with no OCR involved.

  • Sum on a spreadsheet selection inserts a signed formula (e.g. =1000+250-300) into the target cell, keeping the arithmetic transparent in Excel's formula bar. If a selection contains more than 200 numeric cells, the tool declines with a clear message rather than silently using a partial figure.
  • Lasso on a single spreadsheet cell writes the workbook's exact underlying value — the actual number behind a formatted display such as a percentage or a rounded figure.
  • Date-formatted cells are automatically excluded from numeric operations regardless of how they display.

Lasso Numeric Accuracy

Several improvements make Lasso more accurate when interpreting values from PDF and image sources:

  • Accounting-style negatives — parenthesized amounts like (500) and currency-prefixed variants like USD (500) — are now correctly written as negative numbers.
  • Space-grouped numbers common in European documents (e.g. 1 043,50) are recognized as numeric rather than treated as text.
  • Prose containing digits (reference codes, names with numbers) is no longer misread as a numeric value and written into the cell.

Citation UI Improvements

  • Inline citations and the Citations ledger stay in sync: hovering an inline citation pill in the Reasoning section highlights the matching card in the Citations ledger, and hovering the card lights up the inline pill — both surfaces always reflect the same state.
  • "Viewing" takes priority immediately: when you click a citation to commit the evidence viewer to it, the card badge switches to "Viewing" right away, even while the pointer is still resting on the card.
  • Hovering a citation in Reasoning peeks the source in the evidence viewer after a short pause rather than showing a pop-up card — consistent with how the Citations ledger cards already behaved.

Pressing Enter in the PDF search bar now advances to the next result instead of restarting the search from the beginning. Shift+Enter moves to the previous match.

Fixes

  • Citation drawing errors are now always visible — if the details panel was closed when a drawing was refused, the error was hidden; it now appears in all panel states.
  • The workpaper Run button no longer gets stuck disabled after an automation finishes or when a run was started from a different session; it recovers automatically.
  • Large file deletions now complete reliably — files with extensive OCR data could previously time out during deletion, leaving the file apparently stuck.
  • Deleting a workpaper column with many values no longer fails for large columns.
  • Multi-file ZIP downloads now place all files at the top level of the archive correctly, regardless of special characters in file names.