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Changelog

September 2026 — Current build

New features

Workspace backup and restore MatStream Manage can now stream a complete workspace to a versioned .msworkspace package and restore it into a selected workspace. Packages carry workspace-owned tenant data and referenced files, verify file checksums, and remap identifiers when restored to another workspace or tenant server. The new Backup and Restore tab also keeps a durable history of completed and failed operations. See Backup and restore.

Time tracking Hours are entered on a weekly grid, submitted as a week, and approved by somebody else — nobody can approve their own timesheet, whatever permissions they hold. Approved entries are never edited: a correction is a new entry carrying negative hours and pointing at the one it reverses. Entering your own hours needs no permission beyond an Editor seat; everything about somebody else's time is gated. See Time tracking.

Hour rates, and hours that cost something An Hour Rate is a Library item saying what one hour costs and sells for from a given date. Changing a rate means saving a new version with a new Effective From — the card's version history is the rate history. When a week is approved each entry is priced from the version that applied on the day it was worked, so a week straddling a rise costs two different amounts, and the figures are copied onto the entry so a later edit to the card cannot restate them. Where no rate applies the hours are approved with no cost rather than a cost of zero.

Opportunities and quotations Company → Opportunity → Quotation → Project, as ordinary entities. Opportunities carry value, probability and a calculated weighted revenue, and move through a pipeline that lets you record a loss from any live stage and step backwards when a deal does. Quotations are numbered, have priced lines, and are revised rather than edited once issued — the customer is holding a copy. An accepted quotation becomes a project carrying the client, currency and contract value, and recording which version of the quotation it was sold on. See Opportunities & quotations.

Calculated properties A property whose value is arithmetic over the other properties of the same item — [Quantity] * [Unit Price], [Estimated Value] * [Probability %] / 100. The result is stored, so it sorts, filters, exports and prints like any other number. A missing input gives a blank rather than a zero. See Properties.

Activities and a timeline Calls, emails, meetings, site visits and notes can be logged against opportunities, companies and projects, dated by when they happened rather than when they were typed. The timeline merges those with the events the system recorded — state changes, timesheet decisions, file check-ins — newest first.

Project fields and portfolio views Projects gain a Project Manager, start and due dates, priority, type, currency, contracted revenue, progress and a forecast comment, with Project Portfolio and Active Projects views over them. Companies gain tabs showing their opportunities, quotations, projects and purchase orders.

Assigned to me The dashboard's task widget showed everyone's most recently changed tasks under a "Tasks to do" heading. It now shows the tasks assigned to you, with overdue ones marked.

Changes

Property permissions are enforced Property-level permissions were configurable but had no effect. They are now applied wherever property values are read or written, including exports and print templates. A restricted property is redacted rather than hidden, so a grid keeps its shape.

Items under approval, or in a locked state, refuse edits everywhere The rule that a lifecycle state can forbid editing was applied on one save path only, so a released drawing could not be renamed but could have its whole bill of materials rewritten. It now applies to structure and quantity edits, line removal, renaming, category changes, both property paths, file upload, check-in, file removal and check-out.

Saved views that filtered on "not equals" matched everything Several seeded document-control views exclude closed or cancelled items. That operator was never implemented, so those rules were ignored and the views showed everything. Fixed, along with eight other missing filter operators — and an unrecognised operator is now refused instead of silently matching every row.

Lifecycle criteria that check a property value now work Property-based transition criteria could be configured and were never evaluated. They are evaluated now, and a criterion that could never be satisfied is refused when it is saved rather than sitting there looking enforced.

A cleaner background scheduler Scheduled jobs now hold a lease and remember their own state, so two instances of the API no longer each run every job, and a job that has been failing keeps backing off instead of restarting at its shortest retry after a recycle.

Not yet reachable

Some of this release's work is in place but has no screen yet, and is listed here so it is not mistaken for missing:

  • Notification rules exist, with delivery on the scheduler, but can only be created directly in the database — there is no administration screen.
  • Approval requests are recorded and locked correctly, but nothing raises one yet.
  • Quotation → project conversion, the activity timeline, the bill-of-materials cost roll-up and the back-dated rate-change report are available through the API only.
  • Quotations cannot be printed: the field mapping is ready and the Word template is not.

August 2026

New features

Purchase orders, receiving and cancellation Selected material requirements now become purchase orders — one order per vendor — with an option to merge identical items into a single order line (quantities summed, earliest date kept, coverage still tracked per requirement). Receiving posts to the stock ledger against a chosen location and settles the ordered quantity on the originating requirement. Cancelling keeps the order — it may already have been sent — and returns its uncovered requirements to Requested. Requirements with no vendor anywhere in the line → source → definition chain are reported and skipped instead of blocking the rest of the order. See Procurement.

Required vendor documents A library item can declare the documents its vendor must supply — datasheets, material certificates, ITPs, FAT reports, declarations of conformity. Each project occurrence receives its own document rows from those templates, with their own Required → Submitted → Accepted lifecycle, so vendor paperwork is chased per project rather than per catalogue item.

Edit a property across many rows Selecting several entities makes the Property Browser aggregate their values: a shared value shows as itself, a mixed one as <varies>. Setting a value writes it to every selected entity in one operation and reports how many were written and which were skipped, with the reason. Works across categories, on the properties the selection has in common. See Property Browser.

PDF content in the search index Text is now extracted from PDF attachments and indexed alongside entity data, so a search for a tag number or a note inside a drawing returns the drawing. CAD-plotted PDFs are read word by word rather than glyph by glyph — without that, plotted title blocks index as H a l f C o u p l i n g and are effectively unsearchable. File content sits in its own field so identifier matching keeps its own behaviour.

Files are stored once, by content Uploads are hashed with SHA-256 and matched against the workspace's existing files on hash and byte length. Identical content is stored once however many entities, versions or revisions reference it, and the duplicate is discarded before it reaches permanent storage. A background sweep reclaims content no version references any more.

Version history: Details, Restore and Purge The History tab gained three row actions. Details opens a past version read-only; Restore brings its content forward as a new version at the tip (never editing in place, so the intervening history survives); Purge permanently removes a historic version, refused with a stated reason when it is the current version, the last remaining version, or pinned by a parent.

Workspace defaults for new users The gear in any column chooser now offers Save as initial default (new users) and Reset to default settings. Grid state resolves in three tiers — your own layout, then the workspace default, then the built-in fallback — so changing the default does not disturb colleagues who have already customised the view. See Grids, columns & defaults.

Category visibility per folder category Object Visibility in the Explorer ribbon is now scoped to the folder category you are standing in, the same way column layouts already were, and is seedable as a workspace default. A Project folder can hide Material Requirement lines while a buyer's folder shows nothing else.

Filter snapshots A filter's membership can be frozen at a point in time by attaching the Capture Filter Snapshot automation to a lifecycle transition, which pins the membership to the released revision. Filters also gained a self-anchoring Parent subtree scope, so one filter category can be dropped into any project and scope itself to that project with nothing to configure per instance. See Filter Items & Snapshots.

Lifecycle criteria are now evaluated Transition criteria were configurable but never enforced. They are now evaluated on every transition, graded as error (blocks) or warning (reports and lets the user proceed), and include predefined checks such as the entity has a stored file and all linked items are released.

Changes

Setup Wizard reorganised The wizard now offers two templates — Engineering Project and Integrations — instead of the previous Explorer / Library / Integrations groups. Each template's options appear directly in the tree and can be checked on their own, with a description of the selected item in the panel on the right. Engineering Project Sample Data is now a separate option, checked by default, so the sample project can be left out without giving up the configuration.

User groups seeded with the Engineering Project Applying the Engineering Project configuration now creates Engineering, Purchasing, Production and Document Control groups, ready to be granted lifecycle transition permissions. The Administrators group is unchanged — it is still created with the workspace itself, whether or not the wizard is ever run.

Setup progress and summary The wizard shows a progress bar while it runs, and the summary reports how many items each part of the setup created. Items that already exist advance the bar but stay out of the log, so the log shows only what was actually added.

Faster setup A full setup with sample data now completes in around 45 seconds, roughly a third faster than before, after removing duplicated work from the seeding sequence.

Document Control temporarily unavailable in the wizard The Document Control option has been withdrawn while it is folded into the Engineering Project configuration. Workspaces that already have controlled documents are unaffected.

July 2026

New features

Material Requirements A new Material Requirement category behaviour, distinct from Stock Line. A requirement records demand — required quantity and required-by date stored on the line — and posts nothing to the stock ledger until a buyer reserves stock or raises a purchase order against it. Requirements track Reserved, Ordered and Open quantities so partial coverage from stock and from purchasing can be seen on one line. Previously requirements shared the Stock Line behaviour, which made stock appear to be on order as soon as an engineer flagged an item.

Raise requirements automatically from the Explorer The Create Material Requirement automation can be attached to a lifecycle transition, so moving an item to Ready for Procurement raises a requirement line against the owning project, linked back to the item that caused it. The project is found by walking up the folder tree, so one configuration serves every project.

Automation settings dialog Built-in automations that need configuring now show a gear next to their name in the transition's Automations tab, opening a settings dialog with proper pickers for categories, folders, lifecycles and groups. A warning triangle marks an automation whose required settings are still missing. Previously these automations could be switched on but not configured, so they silently did nothing.

Transition security seeded by the wizard The Setup Wizard now creates Senior Engineers and Junior Engineers groups and configures per-transition permissions on the Engineering Lifecycle, giving a working example of role-based release control out of the box.

Engineering Lifecycle Part, Assembly, Weld Assembly, Instrument, Equipment and WPS now receive an Engineering Lifecycle (Work in Progress → For Review → Approved → Released → Obsolete). Previously these categories had no lifecycle at all and Change State reported "no lifecycle" on every part.

BOM Folder The Setup Wizard adds a BOM Folder category and places a project's BOM in its own folder, so BOM columns are remembered separately from the project folder's. Administrators can seed default columns for a folder category.

Changes

Lifecycle naming All seeded lifecycles now end in " Lifecycle" — Engineering Lifecycle, Procurement Lifecycle, Purchase Order Lifecycle and so on. Most previously shared a name with a category, which made the Explorer's Lifecycle and Occ. State columns ambiguous.

Category grouping Categories can be nested under a parent purely for organisation — for example Part, Assembly and Equipment under Item. Grouping is presentation only: there is no inheritance, and a parent must share its children's family type. The obsolete "is group" flag has been removed; use Show in New dialog to hide a category from the create pickers.

Fixes

Lifecycle column was always blank in the Explorer The Explorer grid never fetched the lifecycle name, so the Lifecycle column showed nothing on every row. Occ. State was unaffected.

Purchase-order stock was never updated The PO: Add to On Order and PO: Release from On Order automations resolved the linked product incorrectly and exited before doing anything, so ordering never moved the On Order figure. Both now work.

Numbering tokens were case-sensitive {YYYY} was left in the output as literal text instead of being replaced with the year, producing numbers like PO-{YYY.Y}0001. Tokens are now case-insensitive. Unrecognised tokens are still printed literally — check the Preview column after editing a template.

Column layouts stored every column Saved Explorer layouts included every hidden column in the workspace, not just the visible ones, and included a malformed entry for the system property group. Layouts now store only what is shown.

Stock lines had no link to their item Requirement and order lines were not linked to the definition they were for, so item name, description and part number appeared blank in list views.

Setup Wizard Configuration templates can now be applied from a guided wizard in MatStream Manage instead of building categories by hand. The Explorer → Projects template seeds a Project folder category (lifecycle, numbering scheme, core properties) plus People, Documents, Tasks, and Milestones tabs in one step, with an option to also seed sample project data. Tree items show an explanation panel on the right when selected, and selecting a sample-data option no longer forces its parent item on or off.

Milestones A new checkpoint concept for Projects — a dated event ("Design Freeze", "Delivery") with a responsible owner and its own status lifecycle (Planned → At Risk → Reached / Missed). Created from the New Milestone button on a Project's Milestones tab.

Numbering schemes — Insert variable helper The Template field in the numbering scheme editor now has an Insert variable button listing the supported tokens ({yyyy}, {week}, and the zero-padded sequence counter), so templates can be built without memorizing the exact syntax. A separate Number Format mask can reformat the generated number with separators (e.g. PR2026000001 → PR.2026.000001).

Ribbon toolbars Entity tab toolbars (starting with Uses and General) are being migrated to a compact ribbon control, giving each tab room to grow additional actions (e.g. barcode scanning, change-state) without cluttering a flat button row.

Fixes

  • Fixed: new users occasionally landed on "You're not part of a workspace yet" immediately after being added to one, even though their membership was valid.
  • Fixed: deleting a workspace now fully removes its data — folders, entities, files, and search index — instead of sometimes leaving orphaned records behind.
  • Fixed: the "Create a workspace" link on the sign-in screen now opens the correct page in MatStream Manage.

June 2026

New features

AI Assistant (MatStream AI) A context-aware chat panel accessible from any page. The assistant knows which feature area you are in, answers questions about MatStream, and cites source documentation for each answer. Backed by retrieval-augmented generation on the workspace knowledge base.

Dashboard The workspace home page now shows four widgets: Favourites (starred entities), Tasks (outstanding work items), KPIs (configurable metrics), and Activity (recent changes and lifecycle transitions).

Stock Management Track on-hand inventory quantities against item–location pairs. Features include stock positions (queryable by item or location), stock adjustments (positive or negative quantity with a note), stock lines for purchase and sales order quantities, and a full movement ledger for traceability.

Automations Define scripted event-driven actions that run when things happen in MatStream (e.g. entity state changes, imports). Scripts are authored in a Monaco editor with an inline API reference panel and a test runner. System automations are provided by MatStream; workspace automations are fully customisable.

Print Templates Generate professional PDF or Excel documents from entity data without leaving MatStream. Administrators upload Word (.docx) or Excel (.xlsx) template files, assign them to categories, and users click Print in the entity toolbar to download a filled document instantly.

Display Tab: Ledger A new Ledger display tab type shows the stock movement history for inventory entities, including current on-hand balance, reserved, and on-order quantities alongside a paginated movement log.

Display Tab: History A History display tab shows the full revision history of an entity — all past versions with their dates and authors.

Explorer: Folder management Folders are now first-class entities with a full context menu: New Folder, Add Files, Rename, Move To, Delete, Change Category, and Details. The Move To dialog prevents circular nesting.

Explorer: Property browser A third pane in the Explorer shows property data for the selected entity. Properties are grouped into accordion sections; section state is persisted per user. An Edit button opens the full entity dialog.

Explorer: File placeholders File-family entities can be marked as placeholders — structural reservations in the Explorer tree that don't yet have an attached file.

Unit Converter An in-app unit conversion tool accessible from the Explorer ribbon. Converts values across all dimensions configured in the workspace (Length, Mass, Pressure, etc.) with the last active dimension tab persisted per user.

Collaborate (scaffolded) A Collaborate page providing a tree view of Clients, Suppliers, and Third Parties. Full implementation in progress.

Onboarding flow New workspaces and users are guided through a structured onboarding flow on first access.

MatStreamConnect — File check-out / check-in MatStreamConnect now registers the matstream:// URI scheme. Clicking an Open link in the browser downloads the file, locks it on the server, and opens it with the Windows default application. When the file is closed, MatStreamConnect prompts to check it back in. Manual check-in and undo-checkout are available from the tray menu.

Import Definitions — Category assignment rules Import definitions now support category assignment rules: logic evaluated per BOM row that assigns different categories based on source column values, with operators Eq, NotEq, Contains, Regex, and IsEmpty.

Lucene full-text search The Library and Explorer now use an Apache Lucene.NET index for entity search. The MatStreamAnalyzer normalises separators (dots, dashes, underscores, spaces) and generates edge n-grams for instant prefix matching. Case-insensitive. The index rebuilds automatically on entity create/update; admins can trigger a manual rebuild from workspace settings.

April 2026

New features

  • Initial public build
  • Workspaces and multi-tenancy
  • Entity management with versioning, categories, and properties
  • Lifecycle state machines with configurable transitions and permissions
  • Revision and numbering schemes
  • Entity links (Uses / Where-Used), BOM tree
  • Display tab configuration (General, Uses, Where-Used)
  • File attachments with PDF viewer
  • Import and sync pipeline (Excel import)
  • Autodesk Vault integration (upsert pipeline)
  • Units of Measure (dimensions, units, UoQ)
  • Access control (role capabilities, lifecycle-state permissions, entity-level grants)
  • Background jobs
  • Tasks
  • Text Templates
  • API keys
  • Billing and subscriptions (Free, Team, Professional, Enterprise plans)