Release Notes: Snippet reordering, multi-selection, and status decoupling · June 19, 2026

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

New Features

• Snippet Reordering: You can now easily reorder both engagement and quote snippets using the up and down arrows on each card. The system automatically manages their sequence.
• Quote Snippet Protections: Quote snippets now feature a safety confirmation dialog to prevent accidental deletions, and display a visual loading indicator while saving edits.
• Multi-Snippet Selection: You can now link multiple snippets to an engagement simultaneously. The new multi-selection dialog includes visual checkmarks, a selected count indicator, and a search filter that activates when you have more than four items.
• Document Template Redirects: Creating a new document template now instantly redirects you to its configuration workspace, streamlining the setup process.
• Engagement Snippet States: Snippet cards now track and display distinct AI generation statuses independently of the document’s main lifecycle status. If a snippet fails to build, a clear error message is shown, allowing you to easily retry generation.
• Inline Note Editing: You can now edit existing notes directly on their card in the Notes tab. Simply click into the text and type — changes auto-save in the background, indicated by a small loading spinner.
• Secure Status Updates: Resource plan status changes are now securely processed through a dedicated backend callable function (updateStatusCallable), displaying a loading spinner in the UI and safely reverting if an error occurs.
• On-Demand Actuals Reconciliation: Added a new backend callable function (reconcile_actuals_callable) to allow triggering actual hours reconciliation on-demand directly from the client.
• Resilient Secret Management: The core Salesforce integration and reconcile_actuals.py CLI script now securely fetch authentication credentials dynamically from Google Cloud Secret Manager with fallback environments, ensuring reliable API syncs.

Fixes & Improvements

• Batch Snippet Processing: Linking multiple snippets now processes asynchronously in parallel, preventing UI sluggishness, and features robust error boundary handling to display clear diagnostics if a link fails.
• Snippet Data Isolation: Refactored snippet statuses on the backend (generation_status) to ensure they do not collide with or trigger primary document lifecycle engine transitions.
• Resource Planning Filters: Fixed an issue where the “Show only underutilized” resource planning toggle would sometimes fail to calculate the correct planned totals for resources across the view.
• CLI Usability & Reliability: The reconcile_actuals.py script now correctly resolves module imports when loading core integration functions, and provides clear error messaging if required Python environment dependencies are missing.
• CLI Storage Config: The reconcile_actuals.py management script now correctly initializes Firebase Admin with the required storage bucket configuration, preventing potential file access errors.