--- title: Unified Resources, Scope-Safe Context, and AI-Assisted Markdown published_at: 2026-09-02T20:00:00Z version: v2026.09.02 excerpt: This release brings Phasoric's knowledge objects into one resource experience, makes AI context easier to choose and inspect, and adds review-first writing, capture, document, exchange, and industry workflows. Basalt… slug: v2026-09-02 canonical_url: https://phasoric.com/changelog/v2026-09-02 markdown_url: https://phasoric.com/changelog/v2026-09-02.md --- # Version 2026.09.02 - Unified Resources and Safer AI-Assisted Work This release brings Phasoric's knowledge objects into one resource experience, makes AI context easier to choose and inspect, and adds review-first writing, capture, document, exchange, and industry workflows. BasaltNotes is now Phasoric; existing Markdown ownership and local-first workspace principles remain unchanged. ### Unified Resources and scope-safe `@` context - Work with notes, attachments, captures, research sources, meetings, decisions, semantic entities, and connected-provider items through one Resource model while their original records remain canonical. - Add explicit context in Intelligence Chat, Agent Studio, and the Markdown editor with an `@` picker that searches the active workspace and vault. - Keep references durable through renames with stable typed identities. In Markdown, selected references remain visible as portable links instead of hidden prompt state. - Phasoric rechecks every reference immediately before use. Deleted, disconnected, unavailable, or out-of-scope sources are omitted rather than widening access. - Explicitly selected sources are resolved in a stable order and take priority over ambient retrieval, making the context sent to an AI engine easier to understand and reproduce. ### Write with AI inside the Markdown editor - Describe what you want in natural language and generate Markdown without leaving the active note. - Ground a request in the current selection or note, then add only the extra sources you choose with `@` references. Editor generation does not search the rest of the vault in the background. - Review streamed output before it changes the note, then choose **Insert at cursor**, **Replace selection**, or **Append to note**. - If the note changes while a non-append draft is being generated, Phasoric stops the insertion and asks you to regenerate from the current text. - Connected engines still use the normal processing-boundary preview, so the bounded source set is visible before content leaves the device. ### Evidence you can inspect where you work - Open a citation beside your work in Research Studio, or in a responsive drawer from Intelligence Chat. - Inspect the cited excerpt, Markdown heading or line, PDF page, provenance, capture time, trust state, and current source health without losing the answer or research view. - Missing or unsupported evidence remains visible as such instead of being presented as grounded. - Evidence views now follow the same Resource identity and authorization checks as context selection, including after a source is renamed or refreshed. ### Contextual intelligence actions with review boundaries - See relevant next actions for notes, web research, PDFs, GitHub sources, meetings, research collections, and decisions. - Start read-only analysis directly from the selected resource while keeping the source and active scope attached to the request. - Actions that can change workspace state produce a Forge preview and wait for explicit approval. - Promote useful connected or external research into a Markdown note with provenance intact. New material begins as Draft until a person reviews it. - Pulse can surface a changed Resource without copying its content into the signal, helping you revisit affected work while preserving the original source boundary. ### Smarter capture, documents, and the web clipper - Review suggested titles, folders, tags, links, tasks, and follow-up destinations before applying Capture Intelligence organization. - Generate images as reviewable outputs, then save only the results you want into the workspace. - Bring supported office documents, PDFs, scans, and other source files through a more consistent ingestion path with source metadata preserved. - The Phasoric web clipper has improved capture recovery, local OCR for scanned content, PDF handling, and queue cleanup for interrupted work. - Derived insights remain connected to their source material and stay distinguishable from reviewed knowledge. ### Private exchange and native document signing - Coordinate bounded private exchanges for consequential two-party handoffs with explicit enrollment, package, cancellation, expiration, and recovery states. - Send one or more PDFs in an ordered signing packet, collect typed or drawn signatures, and keep the completed documents with their signing evidence. - Return completed signing artifacts and indexed metadata to the relevant vault instead of separating the final record from the work that produced it. - Exchange invitations and signing evidence improve coordination, but do not replace the identity, legal, or professional checks appropriate to the transaction. ### Industry-aware workspaces and connected services - Use evidence-aware workflows tailored to software, projects, education, operations, real estate, and legal work while keeping final decisions human-reviewed. - Agent conversations retain a clearer bounded context lifecycle, including reusable reviewed handoffs and visible evidence-policy omissions. - Dropbox and other connected-storage workflows have faster background synchronization, more reliable resume behavior, and stronger logical-vault identity handling. - Hosted MCP and connected product runtimes use explicit workspace and operation scopes for permitted reads and writes, with cleaner recovery when a connection closes unexpectedly. Plan access, connected AI, hosted storage, exchange, signing, vertical intelligence, and provider-specific capabilities depend on the configured services and workspace permissions. AI-generated material remains reviewable, and workspace-changing actions continue to require explicit approval.