Enhanced Report Management: Source Files, Auto-Fill, and Conversations
We've significantly improved the report creation and management experience. The navigation now prioritizes Reports, and users are redirected to the reports list after login. The reports list now displays completion percentages and due dates for better tracking. A new Source Files drawer in the report editor allows direct management of source data, automatically creating a linked project on the first upload if needed. We also enabled auto-triggered AI fill when a report is created with a linked project, streamlining the initial data population.
We've reworked the file attachment model to support report-scoped files and multi-project linking, allowing users to upload files directly to reports, link multiple projects, and seamlessly manage them through the Source Files drawer. Google Drive import now supports report-scoped files, making it easier to bring data from various sources. The Ask Lotta chat feature now persists conversations within reports, allowing users to pick up where they left off across sessions.
Several fixes were implemented to improve AI fill accuracy and access to data. AI fill and Ask Lotta can now access source data from both report-direct files and linked projects. We also addressed cross-org access issues, ensuring users can view files from linked projects across organizations while maintaining write access restrictions. Authentication and authorization checks were strengthened to prevent unauthorized data access and modification.
On the infrastructure side, we've added Drizzle migrations to support new features like audit logging, report due dates, user roles, and the report-project linking. We have started planning our Lotta Notebook documentation. Additionally, we fixed an issue where files dropped into the Source Files drawer before a project was created were being discarded.
View source activity
Commits (2)
- Responsive panels, reports UX, Source Files drawer, and Drizzle 0015 (#157)
- fix(api): View file works for cross-org linked project sources (#158)
Pull Requests (2)
- #157: Responsive panels, reports UX, Source Files drawer, and Drizzle 0015
- #158: fix(api): View file works for cross-org linked project sources