Change Log

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Platform Updates — Late March 2026

• Intake API Tokens — Intakes now support scoped API tokens for machine-to-machine authentication. Create tokens on the new API Tokens tab; each token authenticates directly against a specific intake endpoint without requiring user credentials. Tokens are hashed at rest with SHA-256. See Intakes.
• Detachable Sidecar — Pop out the sidecar document viewer into a separate browser window using the detach button. The inline sidecar collapses while the external window is open and automatically restores when the external tab is closed. See Sidecar View.
• Smart Grid Filters — All grid views (tasks, projects, document families, etc.) now include a unified search bar with recent query history, structured filter mode with metadata-aware autocomplete, and AI-powered natural language filter generation. See Navigation & Search.
• Script Step Log Viewer — Script step logs are now captured in CloudWatch and viewable directly in the task plan status dialog. Each script execution automatically records start/end entries and all log() calls. See Script Steps.
• Knowledge Expression Trees — Knowledge sets now support expression-based feature matching using AND, OR, and NOT operators, replacing the previous clause-based system. This enables more flexible conditional logic for knowledge assessment. See Knowledge System.
• UNO Document Converter — New module runtime for converting Office documents (Word, Excel, PowerPoint) via LibreOffice/UNO. Available as kodexa/uno-runtime. See Module Runtimes.
• LLM Model Manager — New Python SDK ModelManager class provides unified access to all LLM models through the Kodexa AI Gateway. Supports text completion, function calling, streaming, thinking mode, and multimodal input. Replaces direct provider SDKs with a single gateway client. See LLM & Model Manager.
• AI Grid Extraction — Data forms using v2:grid layout now support AI-powered grid extraction with word-level node tagging for more accurate table data capture. See Data Forms V2.
• Direct Extract — New allowDirectExtract option on data form attribute editors lets users copy values directly from the document text without an AI call. See Data Forms V2.

• CLI Re-Authentication — The CLI now automatically prompts for re-authentication when it encounters a 401 response, instead of failing. See CLI Authentication.
• Access Token Security — API access tokens are now hashed at rest using SHA-256. The profile access tokens UI has been redesigned with confirmation dialogs before deletion and tokens scoped to the current user.
• Module Ref Rename — The bridge script parameters model_store and model_options have been renamed to module_ref and module_options for consistency. See Module Runtimes.
• Datadog Observability — New instrumentation events for agent runtimes, agent instances, and LLM calls in the AI Gateway for Datadog monitoring.
• Execution Cancel — The execution cancel button in the UI is now wired to the API endpoint.
• Taxonomy → Data Definition — The UI label “Taxonomy” has been renamed to “Data Definition” across resource badges and labels for consistency with the platform terminology.

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Platform Updates — March 2026

• Agentic Assistants — A new assistant role that delegates processing to AI agents. Configure an agent runtime, module references, and a natural language prompt to let the agent autonomously decide how to process documents. See Assistants.
• Intake Enhancements — Intakes now support JavaScript scripting for file validation and metadata enrichment, task template integration for auto-creating tasks on upload, multi-file uploads, knowledge feature assignment, and processing metadata. See Intakes.
• Task Plan Enhancements — New SCRIPT and AGENT plan node types. SCRIPT nodes run inline JavaScript for conditional routing. AGENT nodes spawn AI agents in task workflows. Action-qualified dependencies enable conditional branching (e.g., proceed only on “Approve”). Plans now display as interactive DAG flow visualizations with automatic deadlock detection. See Planning Mode.
• AI Task Naming — Task templates can configure LLM-powered naming so tasks receive descriptive titles based on document content. See Task Templates.
• Notification Sounds — Toggle audio notifications for error/warning toasts and new channel messages from your profile preferences.
• Document Native Download — New GET /api/document-families/{id}/native endpoint returns the original uploaded file. See Document Families.
• Execution Log Viewer — Restyled with syntax highlighting, auto-scroll, copy and download buttons, and dark theme enforcement.
• Progress Toasts — Consolidated progress notifications for document uploads and batch reprocessing operations.

• Secrets API — Secrets are now managed through organization-scoped endpoints (/api/organizations/{orgId}/secrets) with secure encrypted storage. See Secrets.
• Resource Resolver — Three new project-scoped schemes: task-status, task-template, and assistant. See Components and Structure.
• CLI Resource Resolution — kdx apply now resolves project-scoped resources (task statuses, task templates, assistants) with the scheme://org/project/slug URI format.
• AI Gateway — Extended model metadata with pricing, description, and classification fields. Cloud models now proxy through the AI gateway.
• Store Reprocessing — Reprocess documents within a store with assistant selection and filtering.
• Document Groups — New hardMaxPages field to enforce a hard page count limit at upload time.

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KDX CLI v2026.3.0 (Pre-release)

• Apply Ordering Fix: Fixed an issue where kdx apply for modules would overwrite metadata changes. Implementation uploads now happen before metadata PUT, ensuring inference options and other metadata updates are preserved.
• OpenAPI Resource Discovery: Manual resource definitions now properly override OpenAPI-discovered resources, preventing bogus CRUD paths from being generated for document-stores and other hyphenated resource types.
• Hyphenated Resource Types: Fixed resource discovery for data-store, data-definition, and document-store by normalizing hyphens and underscores in resource lookup.
• Deploy Failure Reporting: Deployment failures are now properly surfaced with error counts and non-zero exit codes, instead of silently reporting success.
• ID Stripping on Create: The CLI now strips id and _id fields from CREATE payloads since IDs are server-generated, preventing conflicts during resource creation.

• E2E Test Suite: Added comprehensive end-to-end tests covering document family reprocessing, knowledge-set CRUD and resolution, module upload/download, and CLI-to-API integration.
• Filter Syntax: Updated to SpringFilter DSL syntax for resource filtering, with syntax reference added to kdx get --help.
• Sort Parameters: Standardized sort parameter format across all commands.

• Module metadata (inference options, configuration) is now reliably preserved during kdx apply operations
• kdx sync deploy now correctly reports failures and returns non-zero exit codes for CI/CD pipelines
• Resource operations for hyphenated types (data-store, document-store, data-definition) work reliably

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KDX CLI v2026.2.1

• Project-Scoped Resource Sync: Fixed an issue where syncing project-scoped resources (e.g., task templates) would fail with “TaskTemplate must have a project” errors. The PUT payload now correctly includes the project reference for project-scoped resources, mirroring the existing pattern for organization-scoped resources.
• OpenAPI Schema Parsing: The CLI now gracefully handles missing $ref schema references in the server’s OpenAPI specification. When broken references are encountered (e.g., a missing ValidationFailedResponse), the CLI patches in empty object stubs and retries parsing instead of failing.

• Task template and other project-scoped resource syncing now works correctly with kdx sync push and kdx sync deploy
• CLI operations no longer fail when the platform’s OpenAPI spec contains missing schema definitions

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KDX CLI v2026.2.0

• kdx document stats - Document statistics summary
• kdx document schema - Display document schema
• kdx document tags - List and inspect tags
• kdx document features - List and inspect features
• kdx document node - Inspect individual nodes
• kdx document text - Extract text content
• kdx document page - Page-level operations
• kdx document find - Multi-criteria search across nodes
• kdx document spatial find - Spatial search by coordinates
• kdx document spatial bbox - Bounding box queries
• kdx document data objects - List data objects
• kdx document data attributes - List data attributes
• kdx document data exceptions - List data exceptions
• kdx document audit - View audit trail entries

• kdx knowledge attach - Attach files to knowledge sets
• kdx knowledge download - Download knowledge set items
• attachmentPath support in kdx sync for knowledge items

• kdx get module <slug> --download - Download module implementation packages directly

• Project-scoped resources with auto-pull for task templates
• Graceful handling of missing files in pull operations

# Document inspection with enriched output
kdx document stats invoice.kddb
kdx document find invoice.kddb --type paragraph --content "total"
kdx document spatial bbox invoice.kddb --page 1 --x1 0 --y1 0 --x2 500 --y2 200
kdx document audit invoice.kddb

# Knowledge management
kdx knowledge attach my-org/knowledge-set:1.0.0 ./data.csv
kdx knowledge download my-org/knowledge-set:1.0.0 item-id -o output.csv

# Module download
kdx get module my-org/my-model:1.0.0 --download

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KDX CLI v0.6.0

• Document Family Content Commands: New kdx document-family content subcommand for direct access to content objects (kddb files) within document families:
  • kdx document-family content list - List all content objects with IDs, timestamps, and labels
  • kdx document-family content download - Download kddb files directly, bypassing DFM export timeouts
  • --latest flag - Automatically select the most recent content object
  • --output flag - Specify custom output filename
• Store Upload & Watch Commands: New commands for document upload and processing workflows:
  • kdx store upload - Upload files (PDF, images, documents) to document stores
  • kdx store watch - Monitor document processing progress with real-time status updates
  • --label flag - Wait for specific processing labels (PREPARED, FIRST-PASS, LABELED, PROCESSED)
  • --timeout flag - Configure wait timeout for long-running processing

• Project Create Organization Lookup: Fixed organization resolution when creating projects from templates
• Dynamic API Flags: Improved handling of dynamic flags for kdx run operations
• Document Family Data Export: Fixed data export to always use latest content object

# List content objects in a document family
kdx document-family content list 70b894f5-8d32-4584-b780-89f89210e078

# Download the latest kddb file
kdx document-family content download 70b894f5-8d32-4584-b780-89f89210e078 --latest -o document.kddb

# Upload and monitor processing
kdx store upload satori/project-processing:1.0.0 ./report.pdf
kdx store watch abc123 --label PROCESSED --timeout 600

• Document Family Commands
• Store Commands

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v8 Documentation Preview

• kdx document info - Display document summary with metadata and statistics
• kdx document print - Pretty print document structure as an ASCII tree with depth limiting and feature display
• kdx document select - Query nodes by type using selector syntax
• kdx document natives list/extract - List and extract embedded files (PDFs, images, etc.)
• kdx document external list/get/set/delete - Manage key-value external data store
• kdx document metadata get/set - View and modify document metadata

# Quick document inspection
kdx document info invoice.kddb
kdx document print invoice.kddb --depth 3
kdx document select invoice.kddb "//paragraph"

# Extract embedded PDF
kdx document natives extract invoice.kddb original.pdf -o extracted.pdf

• Native Documents: Store and retrieve binary files within KDDB documents
• External Data: Flexible key-value store for custom data and processing results
• Metadata: Document properties including UUID, version, and custom fields
• Content Nodes: Hierarchical document structure with types and content
• Selectors: XPath-like query syntax for finding nodes

• CLI Document Commands
• SDK Native Documents
• SDK External Data
• SDK Metadata

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Kodexa Document SDK v8.0.0

• SDK Documentation Tab: Added a dedicated SDK section to the developer portal with comprehensive guides for Python and TypeScript
• Python Getting Started: Complete guide covering installation, document creation, node manipulation, selectors, features, tags, and saving
• TypeScript Getting Started: Full guide including WASM initialization, async patterns, memory management, and browser/Node.js setup

• High-performance document processing via Go backend with CFFI bindings
• ~100x faster in-memory mode for processing pipelines
• Full support for KDDB format, hierarchical nodes, features, tags, and XPath-like selectors
• Context manager support for automatic resource cleanup

pip install kodexa-document

• WebAssembly-powered SDK for Node.js and modern browsers
• ~5x faster than pure JavaScript implementations
• Full async API with TypeScript type safety
• Works with both file-based and in-browser SQLite

npm install @kodexa-ai/document-wasm-ts

• Create, load, and save KDDB documents
• Hierarchical ContentNode tree structure
• XPath-like selector queries
• Features (key-value metadata) and Tags (annotations with confidence)
• JSON and binary export formats

• Python SDK Documentation
• TypeScript SDK Documentation
• PyPI - kodexa-document
• npm - @kodexa-ai/document-wasm-ts

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KDX CLI v0.5.2

• Increased Client Timeout: Extended HTTP client timeout from 60 seconds to 10 minutes (600s) to prevent premature failures during long-running deployment operations, particularly beneficial for large manifest deployments, multiple resource/module deployments, and deployments to slow or distant environments
• Improved Branch Mapping Error Handling: Changed behavior when no branch mapping is found - now displays informational message and exits gracefully instead of returning error, providing better UX when working on unmapped branches

• Better CI/CD Integration: Non-disruptive behavior when working on unmapped branches doesn’t fail pipelines unnecessarily
• Clearer User Feedback: Informational messages clearly distinguish between configuration issues and actual errors
• Enhanced Reliability: Deployments that previously failed due to timeout will now complete successfully

• Prevents deployment timeouts for operations with large manifests or multiple resources
• Better user experience when working with selective branch mapping configurations
• More reliable long-running deployment operations

• macOS (Intel)
• macOS (Apple Silicon)
• Linux (x86_64)
• Linux (ARM64)
• Windows (x86_64)

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Kodexa Sync Action v2.2.0

• Slack Notifications: Send rich deployment summaries to Slack automatically with slack-channel-id and slack-token inputs
• GitHub Job Summary: Add deployment summary to workflow run with annotate-summary: true
• Renamed Input: workers → threads to match kdx-cli flag naming

• 🚀 Deployment status (or 🔍 for dry runs)
• Repository and branch information
• Resource counts (created, updated, unchanged)
• Direct link to the GitHub Actions run

- uses: kodexa-ai/kdx-sync-action@v2
  with:
    threads: 8
    annotate-summary: true
    slack-channel-id: $\{{ secrets.SLACK_CHANNEL_ID }}
    slack-token: $\{{ secrets.SLACK_BOT_TOKEN }}
  env:
    KODEXA_PROD_API_KEY: $\{{ secrets.KODEXA_PROD_API_KEY }}

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KDX CLI v0.5.0

• Tag-Based Deployment Mappings: Deploy using git tags in addition to branches, enabling release-driven workflows with tag_mappings configuration supporting semantic versions, release candidates, and preview tags
• Manual Deployment Overrides: New --branch and --tag flags provide explicit control over deployment routing without requiring git operations, perfect for CI/CD, testing, and rollback scenarios
• JSON Deployment Reports: Generate structured JSON reports of deployment actions with --json-report <path> for CI/CD integration
• Parallel Resource Deployment: New --threads <n> flag for configuring parallel threads during resource deployment - significantly faster for large deployments
• Resource Filtering: Filter resources during deployment with --filter <pattern> for selective deployments

• Enhanced Error Messages: Clear, actionable error messages with hints when mappings are not found
• Better User Feedback: Deployment mode indicators showing whether using branch detection, tag detection, or manual override
• Improved Mapping Resolution: Support for multiple overlapping mappings, enabling sophisticated multi-environment deployment strategies

# Deploy with JSON report
kdx sync deploy --json-report ./deploy-report.json

# Deploy with parallel threads (8)
kdx sync deploy --threads 8

# Deploy specific tag mapping
kdx sync deploy --tag v1.0.0

# Filter resources during deployment
kdx sync deploy --filter "invoice-*"

branch_mappings:
  - pattern: "main"
    target: production
    environment: prod

tag_mappings:
  - pattern: "v*"
    target: production
    environment: prod
  - pattern: "rc-*"
    target: staging
    environment: staging

• macOS (Intel)
• macOS (Apple Silicon)
• Linux (x86_64)
• Linux (ARM64)
• Windows (x86_64)

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KDX CLI v0.4.1

• Enhanced Client Debugging: Added detailed API request/response logging when debug mode is enabled, providing comprehensive information for troubleshooting
• Improved Module Syncing: Updated module syncing to build and display full slugs with organization prefixes, improving clarity in logs and progress reporting
• Enhanced Deployment Output: Deployment command now includes the environment URL in planned deployment messages, providing clearer context for users
• Alternate Extension Support: Added support for both .yaml and .yml extensions when reading resource files, with improved error hints showing all attempted file paths

• Better Error Messages: Error messages now reference full slugs with organization prefixes, making it easier to identify and debug issues
• Improved Error Handling: Enhanced deployment error handling to capture and report errors without terminating the process immediately
• Robust Payload Handling: New utility function to safely extract string values from interface types
• Debug Mode Formatting: Conditionally display full response bodies based on debug mode for cleaner output in normal operation

• Fixed gofmt formatting in resource_types_test.go

• macOS (Intel)
• macOS (Apple Silicon)
• Linux (x86_64)
• Linux (ARM64)
• Windows (x86_64)

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KDX CLI v0.3.0

• Knowledge Set Support: New knowledgeset resource type with full CRUD operations, including example configurations for financial knowledge sets and full support in metadata API and sync operations
• Immutable Resource Types: Added support for immutable resources (featuretype and featureinstance) that cannot be modified once created, maintaining database integrity. Sync operations automatically skip updates for immutable resources with appropriate warnings

• macOS (Intel)
• macOS (Apple Silicon)
• Linux (x86_64)
• Linux (ARM64)
• Windows (x86_64)