Punchcard product updates

New Features

• Template share links: Copy a universal link to any task template directly from the template preview header. Recipients are taken to their own board with the Add modal already open to that template's focused preview — no searching required.
• Template deep-link: Boards opened with a ?templateId URL (e.g. from a shared template link) jump straight to that template's focused preview; an error toast appears if the template is unavailable or inaccessible.

Improvements

• Roll Forward now preserves more: rolling tasks into a new engagement carries over categories, memo fields (Purpose, Source, Scope, Procedures), and datasource column structure. Task status resets to To Do; conclusions are intentionally left blank. Engagement variables are cloned with their workpaper column links intact; re-running roll-forward removes any stale column links that were disconnected in the source since the last run.
• Add task modal context: when opened from an engagement, the client and engagement are now pre-selected from the current URL even before the page context has fully loaded. Client and engagement dropdowns scroll when the list is long.
• Task description editing: external changes to a task description (e.g. from AI chat) now apply in-place without reloading the editor — cursor position and focus are preserved mid-keystroke. Saving your own changes no longer briefly echoes back to the same tab.
• Formula columns on Collective output: formula columns that reference a Collective retrieval column now reduce the multi-value result sensibly — numbers are summed, dates become a min–max range, booleans check that all values are truthy, and text values are deduplicated and joined.
• Semantic search on Excel and CSV files: files without vector embeddings (Excel, CSV) now automatically fall back to trigram keyword search so they appear in semantic search results even before the embedding pipeline has run.
• Sandbox reset reliability: resetting a sandbox engagement now performs an atomic swap — the new copy replaces the old one with the same short identifier preserved. If the clone fails, the original is left intact and the reset can be retried. The board auto-refreshes on completion.

Bug Fixes

• Engagement access errors: navigating to an engagement you cannot access or that no longer exists now shows a descriptive error page instead of an infinite loading spinner. Auditors see guidance to ask an admin to add them; clients are told to contact their auditor. A Go to home button is shown in both cases.
• Clients page access: non-auditor users are now correctly blocked from /clients routes at the middleware layer and redirected to home, rather than reaching an error state.

New Features

• Memo fields in task templates: Templates now capture the task memo — Purpose, Source, Scope, and Procedures — when saved. When you create a task from a template, those fields are pre-filled automatically. The template browser also shows a read-only Memo preview before you select, so you know what setup content will be applied. Conclusion is intentionally excluded (it's per-audit sign-off content, not template material).
• Full-screen task chat: A new expand button in the task chat sidebar header widens the chat panel to fill the screen, giving more room for longer AI-assisted review sessions. Press ESC or click the collapse button to return to the normal layout.

Improvements

• Workflow builder retired: The inline workflow builder has been removed from Co-Audit Chat. Workpapers are now created directly via task creation. Existing conversations that used workflow builder tools display an inline notice in place of the old tool cards.

Bug Fixes

• Comment errors now visible: Comment submissions that failed silently (403 error) now show an error toast so you know the comment didn't go through.
• Bulk-review cross-datasource cells: Fixed bulk-review and right-click review not correctly picking up cross-datasource and top-level cells.
• Deep analysis progress indicator: The in-progress spinner now appears correctly when running a single-question deep analysis.
• Duplicate task preserves Conclusion: Duplicating a task now correctly retains the Conclusion memo field on the copy.

Workpaper

• Bulk accept/reject now covers all row types: Validate, Flag, and Clear operations in the range selection panel now apply to consolidated cells (cross-datasource inline rows) and top-level non-group rows — these were previously silently excluded. The accepted/rejected/pending counts in the range panel also update in real-time as review states change from any surface (right-click menu, live sync), without requiring you to re-select the range.
• Deep analysis spinner appears immediately: Starting a deep analysis run — whether a single question or a bulk run — now shows the progress spinner right away in the toast notification, instead of briefly displaying an empty circle before the run is registered server-side.
• Crash fixes in the workpaper editor: Two stability issues were resolved: one that could crash the workpaper when collapsing the chat panel via ESC in certain edge cases, and one triggered by mention transforms in the text editor.

Chat

• PDF-to-Excel exports work in follow-up messages: You can now ask the AI to export a PDF to Excel in a follow-up message, even after the original attachment has scrolled out of the latest turn. Previously the export tool was only available in the same message where the file was attached, making common workflows like "now export that to Excel" fail unexpectedly.
• Reorganized task chat sidebar header: Navigation controls (back to board, chat history) and action controls (new chat, expand/collapse, more options) are now split into distinct groups in the task chat header, improving discoverability and reducing visual clutter.

Formulas

• More reliable collective formula reductions: Formulas that aggregate multiple AI-retrieved values now handle mixed types correctly — numeric comparisons, boolean logic, and currency symbols (including $ prefixes) are preserved across collective reductions in AI retrieval formula paths.

Workpaper Grid

• Simplified row layout: single-child lineage paths now collapse inline — when a parent record has exactly one matched child, that child's values appear directly on the parent row, eliminating redundant rows. Multi-child fan-out continues to show individual child rows.
• Always-expanded rows: parent rows are no longer collapsible. Child rows appear automatically when there is genuine fan-out (2 or more children in the same datasource), removing the need to manually expand rows to see data.
• File pills on match columns: MATCH and MATCH_AGENT columns now display matched files as styled pills with a file-type icon and truncated filename. Hover to see the full name. Unmatched records show a red ✗. Contra-evidence count appears as a red badge on the pill corner.

Memo

• Editable memo fields: Purpose, Source, Scope, Procedures, and Conclusion are now editable directly on the memo page and persist on save.
• Editable testing attribute descriptions: testing attribute descriptions on the memo page can be edited inline, with hover controls to delete or link entries.
• Memo included in exports: memo fields now flow through the engagement-level export.

Automation

• Unassigned files excluded from Run All: records in match-result datasources with no parent assignment (files the match agent could not link upstream) are excluded from Run All automation passes. These records have no lineage context and previously produced unreliable downstream results.
• Lineage scoping tightened: downstream MATCH datasources with no parent records in the selected lineage scope are now fully skipped, preventing unintended record recreation during lineage runs.

Cell Detail Panel

• Inline citation pills: citation references in AI reasoning are now rendered as interactive pills rather than raw tags, including bare [N] tags the model occasionally produces.
• Match actions: the panel now wraps match cells in an Answer section with Re-run and Unlock actions directly accessible.
• Inline editing commits on blur: editors in the cell detail panel now save automatically on blur — no explicit save/cancel step required.

Bug Fixes

• Activity feed client visibility: auditor-only TEXT fields are no longer shown to clients in the activity feed or email notifications.
• Memo field updates: fixed an issue where memo field updates and their activity log entries were silently failing.
• Sidebar width: fixed a crash caused by invalid persisted sidebar width values.

AI & Chat

• Post-run automation summary: After triggering a workpaper automation from chat, the AI now automatically follows up with a ranked summary of proposed fix groups — most impactful changes first, with representative before/after examples — and asks for your authorization to apply them. If the run failed, it explains what went wrong. This summary appears immediately after the run and persists on subsequent chat revisits.
• Engagement search when creating tasks: When asking the AI to create a task from chat, you can now refer to an engagement by name, client, or short ID (e.g. "QA agentive") and the AI will filter to the right match. If nothing matches, you'll get a helpful suggestion rather than an error.

Workpaper

• Match source markers: Cells in match agent columns now display a small superscript on the passing icon showing how each protected record was sourced — ᶜ for client-assigned records, ᴹ for manually protected or matched records, and no suffix for agent-auto-matched records. These markers are preserved when exporting to Excel.
• Lasso deduplication: Manually lassoing a PDF region for a record that already exists (same file, same parent) now updates and promotes that row in place rather than inserting a duplicate row.
• Manual match acceptance deduplication: Manually accepting a file or record match in a match-agent datasource now promotes any existing agent-created rows for the same file/parent combination rather than creating duplicates — ensuring your manual acceptance survives the next agent cleanup pass.

Features

• Co-Audit Chat — The AI assistant has been renamed from "Copilot" to Co-Audit Agent across the platform, reflecting its deeper integration into the audit workflow.
• In-chat navigation — Ask the Co-Audit Agent to take you anywhere on the platform and it will present a confirmation card ("Navigate to [page]?") before moving you there. Your chat history carries forward when navigating to pages with a chat area (workpaper, overview, request table, task chat), so you never lose context mid-conversation.
• Task search and discovery from chat — The Co-Audit Agent can now search for tasks by name, description, or short identifier across all your engagements, and list all engagements you have access to — directly from the chat input.
• Create tasks from chat — Ask the agent to create a new task and it will do so without leaving the conversation. You can create blank tasks or instantiate from a firm template (pre-configured with datasources, columns, and automations). A "Task created" card appears with Go to task / Stay here options, and your current chat carries forward to the new task.
• Acceptance criteria tools in workpaper chat — The Co-Audit Agent can now list, create, edit, delete, and run acceptance criteria on a workpaper datasource directly from the task chat. Deletion requires explicit user approval. The agent will not proactively create acceptance criteria — it only acts when you ask.

Improvements

• File search is more powerful — searchFilePages now supports regex patterns, page ranges, case-sensitive mode, and word/line-based context extraction. It also auto-detects total page count to prevent out-of-range searches, skips pages that error rather than treating them as matches, and returns a clean error immediately for inaccessible files.
• Deep analysis survives page refreshes — Run status (running / completed / error) is now persisted server-side. If you refresh the workpaper while a deep analysis is in progress, the spinner is restored immediately and the run continues uninterrupted.
• Deep analysis progress card stays in sync on reconnect — If your WebSocket reconnects mid-run, the deep analysis progress card is updated in place rather than being dropped or duplicated.

Improvements

• PDF to Excel on large documents: The extraction pipeline that cleans and fills converted tables now processes pages in batches. Large PDFs that previously failed mid-conversion due to size limits will complete successfully. Pages that are exceptionally large are escalated to a higher-capacity model; pages that still exceed limits are skipped gracefully rather than aborting the entire conversion.

Bug Fixes

• OCR retry reliability: If an OCR job had to retry after partially completing, subsequent attempts could fail with a conflict error — leaving the file stuck in a failed state. Retries now cleanly replace any partial results, so files recover correctly without manual intervention.

Fixes

• Table data extraction has been restored to consistent, accurate performance — auditors working with complex tables in uploaded documents will see reliable extraction results again.
• OCR document indexing has been improved to ensure page content within uploaded files is fully indexed, reducing gaps where content could be missed during AI-assisted review and search.

Copilot Chat

• Citation continuity across conversation turns: when the AI cites document evidence with numbered references like [1] or [2], those source links are now carried forward into follow-up exchanges — the AI can correctly refer back to previously cited content in multi-turn conversations without losing context
• Copy and download controls on AI tables: markdown tables in AI responses now include a toolbar to copy or download tabular data directly, eliminating the need for manual selection
• Built-in product coaching: ask the copilot where to find any platform feature and it will describe what it does and guide you to the right page — the full platform layout is now part of its context in every chat mode

Engagement Board

• Filters persist across engagement switches: search queries and active filter selections now carry over when switching between engagements in the same browser session; assignee and category filters are automatically reconciled against the new engagement's valid values, with unrecognized values quietly dropped

Review

• Calculate-First mode for foot/crossfoot validation: draw all operands on the PDF first, then apply the result to a cell — an alternative to the standard flow; footer action buttons (Save, Reset, Apply Valid/Exception) stay pinned and accessible while scrolling the calculator panel
• Assignment focus mode: when the system cannot automatically link a drawn operand to its row and column in the table, the calculator collapses and a focused card guides you step-by-step to draw the row and column headers in the PDF to complete the link; the calculator re-expands once the link is resolved

Task Overview

• Task properties update live from AI chat: status, priority, due date, assignee, and category now reflect changes made via AI chat in real time — no page refresh needed
• Description stays current without refresh: the task description editor automatically remounts when AI chat updates the content externally, so edits appear immediately

Workpaper

• OCR is resilient to server interruptions: OCR processing now runs as a durable background job — if the server restarts mid-upload, the job is automatically picked up and completed on another node; duplicate OCR requests for the same file within 5 minutes are deduplicated; files no longer get stuck in a failed state due to transient server issues
• Formula cells export as live Excel formulas: cells whose value starts with = are written as real Excel formulas in all .xlsx exports — values calculate automatically when the file opens; number formatting (currency, date, number) is applied based on the column's data type
• Testing attribute columns are visually distinct: columns used for testing procedures now display with a blue header background and bold centered label, always appearing as the rightmost columns within their datasource group for quick identification
• Automation output reliability improved: AI-generated text in match and testing attribute automations is sanitized before saving, preventing rare write failures caused by edge-case characters in LLM outputs

New Features

• Export chat to Word: Download the full conversation from any task chat as a .docx file — available in the three-dot menu in the task chat sidebar.
• Engagement disambiguation: When multiple engagements share the same short identifier (e.g. ACME-2025), navigating to that engagement now shows a disambiguation screen listing each match with its client name and audit period. Open the right engagement directly or jump to its settings from the same screen.

Improvements

• AI analysis performance: Workpaper AI runs now process document pages more efficiently, reducing wait times for large or complex files.
• FSR year detection: Tables with ambiguous year references are classified more accurately, reducing mismatches during financial statement review.

Bug Fixes

• Chat overflow: Long URLs and text in chat messages now wrap correctly instead of overflowing or being clipped.
• Requests with files counter: The "Requests with files" count in the request table now stays accurate after uploading files individually rather than in bulk.

• Faster search results — Document search results are now available sooner after file upload, with more precise page-level matches.
• More reliable automations — Multi-step automation workflows are less likely to fail silently, especially on engagements with many workpapers running concurrently.
• Improved name matching — Automations are better at identifying the same entity across different documents, reducing false mismatches.
• Fewer processing failures — Documents with unusual formatting or large text blocks are less likely to fail during upload processing.

New Features

• Word document export from Copilot: Ask Copilot to generate a Word (.docx) file — it will produce a formatted document from your conversation and deliver it as a download button directly in the chat. Supports headings, lists, and tables.

Improvements

• Redesigned board export: The export button now opens a modal with two distinct sections:
  • Status Report — export tasks to Excel filtered by one or more statuses. Client users see requests labeled accordingly and cannot include backlog items.
  • Files + Workpapers (auditors only) — choose your format: a .zip archive compatible with the Citations Excel Add-in, a single .xlsx with embedded files, or a workpapers-only .xlsx. Workpaper sheets now include threaded Excel comments drawn from task activity at the cell, row, and file level.
• Cleaner export experience in chat: After Copilot generates an Excel or Word file, a download button appears in the chat — no stray or broken download links.