Release on July 22, 2026

Release

Areas Affected

AI Assistant, Finance, Projects

Highlights

• The AI assistant can now answer questions about change order costs, owner invoice retainage, and budget modification history, giving teams faster access to financial details without digging through reports.
• Document search through the AI assistant now supports exact phrase matching and shows citations, so users can see exactly where an answer came from.
• Workstreams can now be nested inside other workstreams, giving teams more detailed control over how project work is organized.

What Changed

• Improved the reliability and accuracy of the AI assistant's search, so it returns more consistent and relevant results when users ask questions. (Ticket)
• The AI assistant's document search now supports exact phrase matching and displays citations, letting users see exactly which document and section an answer came from. (Ticket)
• Improved how the AI assistant classifies different types of project information behind the scenes, helping it give more accurate answers. (Ticket)
• The AI assistant can now answer questions about change order finances, helping users quickly check costs and financial impacts tied to change orders. (Ticket)
• The AI assistant can now provide information on owner invoice retainage amounts, and a formatting issue with owner invoices was corrected. (Ticket)
• The AI assistant can now share budget modification history, giving users visibility into how a project's budget has changed over time. (Ticket)
• Workstreams can now be nested within other workstreams, allowing teams to organize project work into more detailed hierarchies. (Ticket)
• Temporarily rolled back a document search citation update while it was being refined before re-release. (PR)
• Aligned finance dashboard settings between the test and live environments to prevent inconsistencies. (PR)

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Hotfixes Since Last Release

These fixes were deployed to production independently before this release — they are listed here for a complete record of what changed since the previous release.

July 14, 2026

• Fixed a syncing issue that could cause the AI assistant's test and live environments to fall out of alignment. (PR)

July 13, 2026

• Increased processing limits for the AI assistant's automated update process so larger sync tasks complete reliably. (PR)

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Chores

• auto-sync hotfix from main to staging
• align MCP transport alarm metrics (#346) (PR)
• update MCP API generation skill (#348) (PR)
• exclude mobile sync users endpoint (#334) (PR)
• Document PR title and body conventions (#354) (PR)
• Require confirmation before adding budget line items (#353) (PR)
• ERNE-9666 update get_rfis RFI filters (#327) (PR)
• mcp-sync gantt get/patch tools (ernest-api 410476a) (#355) (PR)
• update workflow action runtimes (#347) (PR)
• PR #358 review fixes — RFI dates, gantt tests, action item 404 (#359) (PR)
• Cache discover_api docs (#337) (PR)
• update subcontract invoice tools (api@9355dc1) (#329) (PR)
• Make change-order tool arg validation return actionable errors
• Sync main into staging and address Release #368 review (#369) (PR)
• auto-sync hotfix from main to staging
• add scope-sheet CRUD tools (mcp-sync b33465d) (#333) (PR)
• Sync main into staging after failed hotfix auto-sync (#379) (PR)
• sync MCP finance-dashboard tools with ernest-api a18291c (#386) (PR)