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v0.99.18: CSV import preview and a more capable bulk document AI

This release gives CSV import a row-by-row preview, makes bulk document AI more capable, and adds stronger sign-in protection for administrators.

CSV import​

  • Preview before you import. A per-row preview shows what will be created before anything is. Rows with errors can be downloaded as an error report, and the report never shows a cell value.
  • Same creation path as everywhere else. Each row is created through the same path as the wizard and the API.
  • A reconciled result screen. The result lists what was created, with links, and the limits are shown before you upload.

See Import products.

What to update​

CSV values are read strictly: numbers use a dot decimal and dates must be real ISO dates. A value that cannot be read is reported on its row.

Bulk document AI​

  • Learning from your corrections. Values you correct improve suggestions for your company's later runs.
  • A group and list editor. Group and list values open in a side sheet with readable summaries, and are validated again on the server.
  • Safer apply. Add to existing writes only to drafts, a value that fails a rule check gets lower confidence, uploaded documents count toward certificate rules, and duplicate file names are refused.
  • One place for document AI. The single-document page now redirects to bulk document AI.

See Document AI.

Sign-in​

  • Stronger sign-in protection for administrators.

Publishing​

  • AI provenance is now recorded with the published version of a passport.