Our single biggest update we’ve shipped since launch – notable features include a unified workspace manager for organizing your documents, a unified content model and updated editors.
Added
- Unified Workspace Sidebar — Notes, estimates, sheets, and measurement sets now live in a single sidebar tree. Drag items into collections, rename inline, and organize however makes sense for your project. Multi-select and bulk delete supported.
- Template Picker — Creating a new document starts with a template selection. Five note templates (Meeting Minutes, Monthly Report, Proposal, Letter, Blank) and two sheet templates (Estimate, Blank Sheet). Templates generate real, editable content with proper formatting, column widths, and document properties.
- Floating Toolbar — Select text to get quick access to formatting: bold, italic, underline, strikethrough, highlight, links, text color, alignment, and block type conversion.
- Block Action Menu — Click the drag handle on any block to access “Turn Into” (headings, lists, quotes), background colors, duplicate, and delete.
- Callout Blocks — Five styled variants (info, warning, error, success, note) available via the
/calloutslash command. - Link Support — Full inline link editing with a floating toolbar for URL and display text.
- Text Alignment — Left, center, and right alignment that persists through save/load.
- Text & Background Colors — Full color picker on both the floating toolbar and the block action menu.
- Inline Sheet Embeds — Embed any sheet directly inside a document using the
/sheetslash command. The sheet renders live — no separate tab required. Embedded sheets display in PDF exports. - Unified AI Tools — Unified 20+ tools into five. The AI reads template schemas before creating content, so columns match the content type automatically.
- Generic Streaming Preview — When the AI creates a sheet, the streaming preview shows the actual columns for that sheet type instead of defaulting to estimate columns.
Changed
- Unified Content API — The separate estimates and notes APIs have been consolidated into a single generic objects API. All content types — notes, estimates, sheets, measurement sets — route through one set of endpoints.
- Standardized Data Model — All estimates and notes 75,000+ database rows migrated. Measurement data restructured into a clean nested format.
- NoteToolbar Redesign — Replaced individual heading buttons with a “Turn Into” dropdown. Reordered sections: Format → Font marks → Alignment → Lists/Quote → Table/HR/Callout. Added underline, highlight, link, text color, alignment, to-do, and callout buttons.
Fixed
- Plan/Act Mode Toggle — The sidebar toggle visually flipped but the AI kept running in the old mode. Root cause:
useChattransport wasn’t reactive to mode changes. Fixed by reading mode from a ref. - Editor Property Persistence — Table column widths, callout variants, code block language, and other top-level node properties were being silently dropped on save. Added a generic property preservation layer.
- Measurement Sidebar Display — Measurements were saving and rendering on drawings but not appearing in the right-hand sidebar panel.
- Color Picker Cutoff — The background color picker for tables was clipping color chips. Fixed submenu width.
- Date Picker for Sheet Columns — Added a calendar date picker to date-type columns in the sheet editor.
