Release Notes: Matrix 2D Cell Selection, Spreadsheet Navigation, and Resource Cards · October 1, 2026

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

New Features

• Planning Matrix 2D Cell Selection & Drag-to-Fill: Select 2D rectangular ranges across multiple resources and date columns in the Resource Planning grid. Drag the bottom-rightmost fill handle to propagate source values across all highlighted cells simultaneously.
• Spreadsheet Keyboard Navigation: Pressing Enter (or NumpadEnter) in matrix hour inputs commits edits and moves focus down to the same date column in the next editable row (Shift+Enter moves up). Automatically skips non-editable group headers, summary footers, or out-of-range date cells.
• Zero-Keystroke Numerical Replacement: Focusing any hour cell in the planning grid automatically highlights all text so you can replace values instantly without backspacing.
• Multi-Selection HUD Bar: Highlighting multiple cells opens a floating selection bar displaying total cell counts across single or multiple date columns, dismissible via Escape.
• Batch Value Entry: Submitting a value while multiple matrix cells are selected commits the input across all highlighted cells in the 2D range prior to vertical navigation.
• Resources Directory Card Grid: Toggle between Table View and Card Grid View on the Resources directory with persistent client view preferences. Resource cards feature rounded initials avatars, primary skill group subtitles, weekly allocation progress bars, utilization percentages, and active plan counts.
• Skill Groups Field: Added an interactive chip input field (Skill Groups) on Resource records for managing skill categories with comma or Enter key creation, touch-target padding, and truncation guards.
• Resource Tab Live Count Badges: Subcollection child tabs on Resource records (Plans and Capacity) now display real-time, dynamic item count badges (such as Plans 2 or Capacity 4) without hiding tabs.
• Resource Plans List Table & Dialog: Redesigned the Plans tab on Resource records into a clean table displaying plan links, engagement names, roles, date windows, allocations, status pills (Active, Draft, Completed), and an interactive ”+ Add plan” dialog.
• Resource Capacities Dashboard & Schedule: Rebuilt the Capacity tab with a 4-KPI metric strip (WEEKLY CAPACITY, PLANNED THIS WEEK, AVAILABLE, UTILIZATION), an 8-week breakdown schedule with status pills (Over capacity, Fully allocated, At target, Available), soft red/mint warning highlights, and an ”+ Add availability” override dialog.
• Unified Resources Module: Reorganized /resources into three top tabs: Planning (Capacity & Planning Matrix), Resources (Personnel Directory), and Resource Plans (Plan Catalog).
• Matrix Perspective Switcher: Streamlined the Planning matrix action bar perspective switcher to toggle between By project (/resources/planning) and By person (/resources/planning?perspective=person).
• Resource Header Controls: Added a header bar featuring date range pills, a timeline column count indicator, Day/Week/Month interval selectors, a Load vs. Capacity legend (Under target, At target, Over capacity), and a role status filter dropdown.
• Resource Action Toolbar: Added a matrix action bar with live search, a total item count badge, perspective switcher pills, an advanced filter drawer toggle, an unassigned roles pill button, an Add Assignment button, and a matrix sort menu.
• Matrix Visual Enhancements: High-density grid rows now feature circular initials avatars (ResourceAvatar), minimal date range triggers, compact 6px tag dot badges, always-present notes buttons, and a pinned summary row displaying grand total planned (...h) and actual (...a) hours.
• Faster Auto-Save & Debounce: Reduced form and snippet auto-save debounce latency to 750ms, improving background saving responsiveness with real-time progress indicators.
• Snippet & Form Anti-Race Guards: Local form and snippet edits are now guarded against stale background server echoes while typing or saving, ensuring active user keystrokes are preserved.
• Auto-Flush Snippet Saves: Navigating away from or closing a snippet screen automatically flushes pending edits, guaranteeing changes are persisted immediately before leaving.
• Lifecycle Status ID & Path Matching: Lifecycle automation rules can now match prerequisite statuses using underlying status document IDs or reference paths alongside display names.
• Flexible Lifecycle Field Definitions: Automation rules and monitored fields fully support both camelCase and snake_case field definitions, normalize single equality operators (=), preserve falsy trigger values (such as 0 or false), and reject invalid numeric representations.

Fixes & Improvements

• Template Error Reporting: Document PDF generation now extracts exact Jinja2 template line numbers and surrounding code context when syntax or runtime render errors occur, providing detailed error diagnostics and updating document status safely.
• Snippet Edit Protection: Prevents incoming server state snapshots from overwriting active user edits during rapid typing in snippet editors.
• Automation Field Extraction: Monitored fields extraction for lifecycle initial status setup seamlessly collects both camelCase (triggerField) and snake_case (trigger_field) properties without duplication.
• Resource Search Routing: Fixed search result navigation for resource directory records to open cleanly within /resources/resources.