microsoft/simplechat v0.239.001

v0.239.001

Repository: microsoft/simplechat

Tag: v0.239.001

Published: 2026-03-03T15:05:22Z

Prerelease: no

Release notes:

New Features

View the features with screenshots and descriptions https://microsoft.github.io/simplechat/latest-release/

• Conversation Export
• Export one or multiple conversations from the Chat page in JSON or Markdown format.
• Single Export: Use the ellipsis menu on any conversation to quickly export it.
• Multi-Export: Enter selection mode, check the conversations you want, and click the export button.
• A guided 4-step wizard walks you through selection review, format choice, packaging options (single file or ZIP archive), and download.
• Sensitive internal metadata is automatically stripped from exported data for security.

• Retention Policy UI for Groups and Public Workspaces
• Can now configure conversation and document retention periods directly from the workspace and group management page.
• Choose from preset retention periods ranging from 7 days to 10 years, use the organization default, or disable automatic deletion entirely.

• Owner-Only Group Agent and Action Management
• New admin setting to restrict group agent and group action management (create, edit, delete) to only the group Owner role.
• Admin Toggle: "Require Owner to Manage Group Agents and Actions" located in Admin Settings > My Groups section, under the existing group creation membership setting.
• Default Off: When disabled, both Owner and Admin roles can manage group agents and actions (preserving existing behavior).
• When Enabled: Only the group Owner can create, edit, and delete group agents and group actions. Group Admins and other roles are restricted to read-only access.
• Backend Enforcement: Server-side validation returns 403 for non-Owner users attempting create, update, or delete operations on group agents and actions.
• Frontend Enforcement: "New Agent" and "New Action" buttons are hidden, edit/delete controls are removed, and a permission warning is displayed for non-Owner users.
• Files Modified: functions_settings.py, admin_settings.html, route_frontend_admin_settings.py, route_backend_agents.py, route_backend_plugins.py, group_workspaces.html, group_agents.js, group_plugins.js.
• (Ref: require_owner_for_group_agent_management setting, assert_group_role permission check)

• Enforce Workspace Scope Lock
• Adds an admin-controlled safeguard that automatically locks workspace scope after the first AI search to prevent unintended cross-workspace data access.
• Enabled by Default: When enabled, workspace scope automatically locks after the first AI search and users cannot unlock it, preventing accidental cross-contamination between data sources.
• Informational Modal: Users can still click the lock icon to view which workspaces are locked, but the "Unlock Scope" button is hidden and replaced with an informational message.
• Backend Enforcement: Server-side validation rejects unlock API requests when the setting is enabled, providing defense-in-depth security.
• Admin Toggle: Located in Admin Settings > Workspace tab in the new "Workspace Scope Lock" section.
• Files Modified: config.py, functions_settings.py, route_frontend_admin_settings.py, admin_settings.html, chats.html, chat-documents.js, route_backend_conversations.py.
• (Ref: ENFORCE_WORKSPACE_SCOPE_LOCK.md)

• Blob Metadata Tag Propagation
• Document tags now propagate to Azure Blob Storage metadata when enhanced citations is enabled.
• Automatic Sync: When tags are added, removed, or updated on a document, the corresponding blob's metadata is updated with a document_tags field containing a comma-separated list of tags.
• Conditional: Only active when enable_enhanced_citations is enabled in admin settings; no blob metadata changes occur otherwise.
• Cross-Workspace: Works for personal, group, and public workspace documents.
• Non-Blocking: Blob metadata update failures are logged but do not prevent the primary tag propagation to AI Search chunks.
• Files Modified: functions_documents.py.
• (Ref: BLOB_METADATA_TAG_PROPAGATION.md)

• Document Tag System
• Comprehensive tag management system for organizing documents across personal, group, and public workspaces.
• Tag Definitions: Tags with custom colors from a 10-color default palette (blue, green, amber, red, purple, pink, cyan, lime, orange, indigo) or user-specified hex codes. Colors assigned deterministically via character-sum hash.
• Full CRUD API: 15 endpoints (5 per workspace type) for listing, creating, bulk tagging, renaming/recoloring, and deleting tags. Consistent API pattern across /api/documents/tags, /api/group_documents//tags, and /api/public_workspace_documents//tags.
• Bulk Tag Operations: Apply, remove, or replace tags on multiple documents in a single operation with per-document success/error reporting.
• AI Search Integration: Tags propagate to all document chunks via propagate_tags_to_chunks(), enabling OData tag filtering during hybrid search with AND logic (document_tags/any(t: t eq 'tag')).
• Tag Validation: Max 50 characters, alphanumeric plus hyphens/underscores only, normalized to lowercase, duplicates silently deduplicated.
• Tag Storage: Personal tags in user settings, group tags on group Cosmos document, public workspace tags on workspace Cosmos document.
• Files Modified: functions_documents.py, functions_search.py, route_backend_documents.py, route_backend_group_documents.py, route_backend_public_documents.py.
• Files Added: static/json/ai_search-index-user.json, static/json/ai_search-index-group.json, static/json/ai_search-index-public.json.
• (Ref: Document Tag System, AI Search OData filtering, cross-workspace tags, DOCUMENT_TAG_SYSTEM.md)

• Workspace Folder View (Grid View)
• Toggle between traditional list view and folder-based grid view for workspace documents via radio buttons.
• Tag Folders: Color-coded folder cards displaying tag name, document count, folder icon, and context menu (rename, recolor, delete).
• Special Folders: "Untagged" folder for documents with no tags and "Unclassified" folder for documents without classification (when classification is enabled).
• Folder Drill-Down: Click a folder to view its contents with breadcrumb...