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User do/change indicators - #396

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@otykier otykier commented Sep 16, 2026

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New "Unsaved change indicators" article covering the TOM Explorer and
Properties view indicators, the Show changes filters, Revert and Restore,
deleted-object tracking, the related preferences and the scripting surface.
Updated the TOM Explorer, Properties view, Preferences and C# scripts
articles, and re-shot the screenshots so the toolbars show the new
Show changes button.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
@otykier
otykier changed the base branch from main to release/3.27.0 September 16, 2026 07:29
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Azure Static Web Apps: Your stage site is ready! Visit it here: https://delightful-mud-081affe03-396.westeurope.azurestaticapps.net

@mlonsk
mlonsk merged commit cdf00c6 into release/3.27.0 Sep 16, 2026
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@mlonsk
mlonsk deleted the user-do/change-indicators branch September 16, 2026 10:15
otykier added a commit that referenced this pull request Sep 23, 2026
* new automatic revert article - general updates to other docs

* User do/change indicators (#396)

Document unsaved change indicators (Tabular Editor 3.27.0)

New "Unsaved change indicators" article covering the TOM Explorer and
Properties view indicators, the Show changes filters, Revert and Restore,
deleted-object tracking, the related preferences and the scripting surface.
Updated the TOM Explorer, Properties view, Preferences and C# scripts
articles, and re-shot the screenshots so the toolbars show the new
Show changes button.

* Policies reference: new registry key layout, Enterprise policies, ADM… (#397)

Policies reference: new registry key layout, Enterprise policies, ADMX templates

Documents the administrator policy changes shipping in Tabular Editor 3.27:

- Registry keys: Software\Policies\Tabular Editor ApS (shared) with TE3 and TECLI product
  subkeys, read from both hives (HKLM wins per value); the legacy Kapacity key keeps working.
- Value types (DWORD, REG_SZ, REG_MULTI_SZ) and the six-line read order.
- General policies (available in every edition, incl. the previously undocumented
  DisableAiChat, DisableMcpServer and RequireMcpAccessToken) and Enterprise policies
  (permission ceilings, provider lock and allowlists, audit log, organization Custom
  Instructions, MCP shaping) with the fail-closed rule for non-Enterprise editions.
- The "Managed by your organization" panel, the audit log, and how to import the
  administrative templates that ship under the Policies folder.
- applies_to: partial for TE2 (legacy key only), Desktop and Business (general policies only),
  full for Enterprise; new Tabular Editor CLI entry (Windows only).

* Furtherupdates to docs

* Add house border to new unsaved-changes screenshots

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* newest changes

* updated screenshots

* updated screenshots

* add screnshot

* McpAutoStart policy removed

* mcp server docs

* update mcp ai docs

* Updated docs

* new screenshots external changes

* update

* Document the BlockUnsafeScripts policy and the 3.27 changes merged since the last docs pass

Policies reference: new "Scripts and macros" section for BlockUnsafeScripts (what
is refused, what a refusal looks like, blocked macros, the Enterprise gate and the
fail-closed behaviour), a note that it is not in the administrative templates, and
CLI coverage. C# Scripts and Creating macros get the script author's view of the
same rule, and Security and privacy points at it.

The audit log is documented as an Enterprise Edition feature, with the folder it
is written to, following the gate added in PR 4588.

AI Assistant: organization-wide Custom Instructions and DisableUserCustomInstructions.
MCP Server: permissions are set in the server dialog, tooltips and policy-locked
dropdowns, and agent calls no longer stop on a message box.

File > Revert is now File > Reload from disk / Reload from server everywhere it
was named, and Compare editions gains an Administrator controls section, since the
editions now differ in more than modeling restrictions.

* Policies reference: BlockUnsafeScripts is in the administrative templates

Follows PR 4589, which adds the policy to TabularEditorApS.admx/.adml. Replaces
the note saying it had to be set by hand with where it appears in the Group
Policy editor, and records that the Enterprise policies remove their registry
value when set to Disabled rather than writing a zero, since a value that is
merely present is what trips the Enterprise license check.

* Compare editions: add a full feature matrix, keep scenarios separate

Connectivity is no longer the main difference between the editions, so the page
now has two parts: the scenario matrix it always had, minus the three feature
rows that had drifted into it, and a new feature matrix covering editing and
refreshing, modeling features, the AI governance and audit controls, and the
licensing and support benefits, plus a list of what every edition includes.

The matrix is taken from the license-driven feature switches, so it also records
that Trial and Consultancy licenses carry the Enterprise feature set, and that an
upgrade takes effect without restarting.

Modeling Restrictions gains a Desktop column and no longer implies that
DirectQuery is restricted by the Tabular Editor 3 edition - that one depends on
the server - and says what happens when a model acquires a restricted feature
while it is open.

* MCP Server: wire in the server dialog, export configuration and change review shots

Three of the four screenshots the article was waiting on. The change review
shot carries more than it was briefed to: alongside the single "Undo C# script
(MCP)" undo entry and the filtered Properties view, the TOM Explorer shows an
added, a changed and a deleted measure at once, so the alt text names all three
markings rather than just the orange badges.

The status bar menu shot is still outstanding and keeps its placeholder comment.

* Release notes 3.27.0.0: rewrite from the latest compiled notes, link to feature articles

- Merge the newly compiled 3.27.0.0 notes (new hashes; AI Assistant runs
  scripts directly, unsafe-scripts policy, Snowflake key pair auth,
  organization Custom Instructions / MCP tool and port policies, four new
  bugfixes) into the human-friendly public version.
- Every feature section now links to its article (MCP server, unsaved
  changes, auto-reload, policies, Snowflake, AI Assistant sections, ...).
- downloads.md / release-history.md: add the 3.27.0.0 entry and fix the
  download URLs to the published 3.27.0.0 file names.

* Release notes 3.27.0.0: condense feature sections to a few paragraphs each

* Release notes 3.27.0.0: add 'AI Assistant Generally Available' feature section

Folds the run-scripts-directly feature and the AI Assistant improvements
(installer default, model list, context window, Custom Instructions,
streaming, token tooltip, Deployment label, script safety check, audit
record) into one section below MCP Server.

* Release notes 3.27.0.0: the AI Assistant leaves preview

* MCP Server: add the status bar tooltip shot

The delivered capture shows the status bar indicator with its hover
tooltip, not the right-click context menu the placeholder asked for, so
it goes under the paragraph it actually illustrates: the indicator
switching to MCP Started with the address in its tooltip.

The context menu placeholder stays, renamed to status-bar-context-menu.png
so it no longer collides with the file that just landed.

* add ai audit log as a seperate page

* new pic, alt text

* update screenshots

* Update 3.27.0 SHA-256 checksums from build 27.0.0.46

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_013mRkfMGtagAkAWTZgZUqFk

* update toc

* model picker screenshot

* english/american grammer changes, plus minor corrections

* update release notes

* Release notes 3.27.0.0: fix two typos

* add table preview to index

---------

Co-authored-by: Daniel Otykier <otykier@users.noreply.github.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Daniel Otykier <daniel@tabulareditor.com>
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