> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Copilot plan view and bank match preview API (Jun 18, 2026)

> DualEntry release notes for June 18, 2026: AI Copilot plan view, bank match preview API, Brex customer sync, and bulk import streaming for large files.

## Features

* **AI Copilot Plan View** - AI-generated task plans now display inline with conversation prompts for better visibility and workflow clarity.
* **Bank Match Preview** - Added preview endpoint for bank reconciliation rules, allowing you to see the proposed match before applying changes.
* **Contract Template Item Names** - Contract obligation templates now include item names in API responses for easier identification and management.
* **Customer Data Sync to Brex** - DualEntry customers can now be automatically synced to Brex as custom ERP fields with transaction mapping support.
* **Bulk Import Streaming** - Large file imports now process records in streaming mode, improving memory efficiency and performance for multi-thousand row files.
* **Trial Balance Customer Pivot** - Added column pivot option to trial balance reports, enabling customer-specific breakdowns for enhanced analysis.
* **Enhanced Performance Monitoring** - Improved system observability with detailed performance tracking across AI operations and tool execution.
* **VAT and GST Rate Management** - Added comprehensive view and edit capabilities for VAT and GST tax rates with improved validation and form layout.
* **Paper Check Recovery** - Archived paper checks can now be restored using new Recover actions in bulk operations, row menus, and check detail pages.
* **Revenue Recognition Page Migration** - Legacy change-order and termination redirect pages now use client-side navigation for improved performance.
* **Customer Transaction Controls** - New transaction creation is now properly disabled for archived, drafted, or inactive customers to prevent invalid entries.
* **Allocation Schedule Validation** - Added error toast notifications when mandatory fields are missing during allocation schedule creation.
* **Revenue Recognition Client Forms** - Contract creation, editing, and change order forms now load client-side for improved performance and user experience.

## Fixes

* **AI Copilot Line References** - Fixed missing line-level record references in copilot-generated customer deposits, vendor payments, customer payments, customer refunds, and vendor refunds.
* **Aging Report Drill-down** - Resolved issue where drilling into "No Vendor" or "No Customer" rows in aging reports returned incorrect or empty results.
* **Trial Balance Customer Assignments** - Fixed imported journal entries with customer assignments not appearing correctly in trial balance reports.
* **Fixed Asset Register Sorting** - Chart of accounts and beginning balance rows now appear in correct order when Balance column is added to Fixed Asset Register.
* **Database Connection Handling** - Resolved deadlock issues in sequence generation and improved connection routing for better system stability.
* **Rollforward Report Accuracy** - Fixed discrepancy where ending deferred revenue didn't match beginning deferred revenue of the following month.
* **Search Performance** - Optimized OpenSearch integration to prevent result truncation and improve query response times.
* **Custom Fields Server Rendering** - Fixed server-side rendering crashes on record detail pages with custom fields.
* **Revenue Recognition Obligation Validation** - Added proper validation for missing classification fields in contract obligations.
* **Bank Match Rule Menu** - Fixed issue where rule menu drawer would not close when clicking Edit Rule.
* **Audit Trail Record Links** - Restored missing record links and role information in audit trail entries for integration-generated transactions.
* **Income Statement Row Insertion** - New rows and groups now insert at the correct position below the add button instead of at the bottom of sections.
* **AI Copilot Navigation** - Fixed issue where clicking the sidebar icon did not navigate to the main copilot page when starting new chats.
* **Customer Credits Bulk Operations** - Resolved context provider issue preventing bulk edit classifications from working properly on customer credits.
* **Data Sync Filter Performance** - Fixed transaction type filters triggering invalid mapping requests when scoped by entity type.
* **Vendor Auto-Selection** - Fixed issue where newly created draft or inactive vendors were being auto-selected in transaction forms.
* **Contract Duplication** - Fixed error when duplicating revenue recognition contracts by properly resetting obligation IDs.
* **Change Order GL Impact** - Resolved production build failure when viewing GL impact tab on change order detail pages.