Grist Admin Toolkit 1.3

   1 # Grist Admin & Data Toolkit v1.3 - Release Notes
   2
   3 ## 🚀 New Features & Enhancements
   4
   5 ### 🤖 AI Assistant Refactoring & Multi-Table Export
   6 - **Always-Visible Paste Area:** The AI input field to paste generated data is now always visible as soon
     as you select a document, removing the need to generate a template first.
   7 - **Relational Export (Multi-Table):** You can now select **multiple tables** at once when exporting data
     for AI analysis. The tool generates a unified JSON object (one key per table), allowing Large Language
     Models to analyze relationships (e.g., mapping Strategies to Objectives).
   8 - **Internal IDs Included:** The AI JSON export now explicitly includes the Grist internal `id` for each
     record, which is crucial for the AI to understand and recreate referential links between tables.
   9 - **UX Improvements:** Updated labels in the AI Assistant tab to be more intuitive. The main selector is
     now simply "Document" (serving as both source and target depending on the tool section).
  10
  11 ### 🌍 Localization & Translation Fixes
  12 - Fixed hardcoded Portuguese table headers in the **Access Rules (ACL)**, **Document Mapping**, **Global
     View**, and **Limits** tabs. All tables now correctly display headers in English when the UI language is
     switched.
  13
  14 ### 🔌 Server Connection Improvements
  15 - **Auto-Correction for Custom URLs:** When connecting to a self-hosted Grist instance, if the user
     provides the base URL without the required `/api` suffix (e.g., `https://mygristserver.org`), the toolkit
     will automatically append it to prevent connection failures.
  16
  17 ## 🛠️ Technical Fixes
  18 - Restored the version tracker in the sidebar for English users (previously out of sync with the Portuguese
     interface).
  19 - Kept the cleanup of `gristHelper` columns in the AI export to maintain token efficiency, while restoring
     the necessary `id` context.

Grist Admin Toolkit 1.2

Release Notes - v1.2

🚀 New Features

🏢 Organization User Management

• Invite to Organization: New section in the Global View tab allows batch-inviting users directly to the Grist
  Organization.
• Granular Roles: Support for all Grist Organization levels:
  • Owner (Proprietário)
  • Editor (Editor)
  • Viewer (Observador)
  • Member / No Default Access (Membro / Sem Acesso Padrão)

🛡️ Safety & Compliance Checks

• External User Detection: The Quick Actions tool now automatically detects if an email being added to a document is
  not a member of the organization.
• Guest Limit Warnings: Alerts users about adding Guests (especially useful for Free Plan compliance).
• One-Click Onboarding: If an external user is detected, you can now choose to "Add to Organization First" with a
  single click before granting document access.

🛠️ Improvements & Fixes

• i18n Enhancements: Full English and Portuguese localization for all new management features.
• API Robustness: New update_org_access function utilizing the Grist Organization Access API.
• UI/UX: Improved selectboxes with localized role labels for better clarity.

Grist Admin Toolkit 1.1

This release focuses on bridging the gap between Grist and AI, making it easier to refactor complex rules and
structures using LLMs (like ChatGPT or Gemini), while fixing critical bugs in Access Management.

🛡️ Access Rules (ACL) Improvements

• AI-Assisted Editing: Added a new "🪄 Generate JSON (for AI)" button in the ACL Edit tab. It exports your current
  rules into a clean JSON format that you can feed to an AI for complex modifications.
• Critical Fix: Resolved a TypeError that prevented Access Rules from loading or being edited in certain document
  configurations.

🏗️ Data Engineering & AI

• Enhanced AI Templates: The "Populate with AI" feature is now smarter. It now automatically fetches real sample
  records from your tables to include in the JSON template, giving the AI much-needed context on your data format.
• Blueprint AI Extraction: Added a "🪄 Generate JSON (for AI)" button to the Blueprint tab. You can now extract the
  entire structure of a document into a JSON schema to refactor or clone it with AI assistance.

⚖️ Integrity Audit

• Stability Fix: Fixed a crash in the Integrity Audit tab when crossing data with Grist permissions.
• Improved Mapping: Refined the logic for identifying "Orphan" vs "Missing" users.

🌍 Localization (i18n) & UI

• Full Portuguese Help: The comprehensive help guide (Help Tab) has been fully translated into Portuguese.
• Deep Linking: Improved help icons across all tabs that link directly to the relevant documentation section.
• Version Tracking: Sidebar now correctly identifies the running version as v1.1.

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📦 Installation

1. Download the grist_admin_toolkit_v1.1.zip below.
2. Extract to your toolkit folder.
3. Run via run_toolkit.bat.

Grist Admin Toolkit 1.0

🛠️ v1.0 - Grist Admin & Data Toolkit (Official Release)

Welcome to the first official release of the Grist Admin & Data Toolkit. This version marks the transition from a
specialized tool to a comprehensive, general-purpose suite for Grist administrators and power users.

🌟 Key Highlights

• 🌍 Full Internationalization: The interface now fully supports both English (standard) and Portuguese.
• 📘 Deep-Linked Help System: Every tab now features a contextual help icon (❓) that opens the relevant section of the
  documentation in a new tab.
• 🚚 Advanced Data Transporter: A sophisticated 3-phase engine to move tables and records between documents while
  preserving relationships, visible columns, and Python formulas.
• 🏗️ Infrastructure as Code (Blueprint): Create or completely rebuild Grist documents from JSON schemas, including a
  "Lobotomy" phase to safely handle formula dependencies.
• ⚡ One-Click Execution: The new run_toolkit.bat automatically handles virtual environment creation and dependency
  installation for a seamless setup experience.

🔐 Access Management Suite

• Global View: Deep audit of individual user permissions across the organization.
• Document Mapping: Recursive scan of workspaces to identify "permission creep."
• Quick Actions: Batch invite or revoke access for email lists.
• ACL Rules: Human-readable denormalization of complex Grist Access Control Lists.

🏗️ Data Engineering Suite

• Table Cloner: Copy schemas across documents without data.
• Integrity Audit: Sync Grist permissions with your internal "Control Tables."
• AI Populate: Integration with LLMs to generate realistic test data.

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🚀 How to Run

1. Download the GristAdminToolkit_v1.0.zip attached below.
2. Unzip it to a folder on your computer.
3. Double-click run_toolkit.bat.
   • The script will automatically set up Python, the virtual environment, and all necessary libraries for you.

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Security Note: This tool communicates directly with your Grist server via the official REST API. Your API keys and data
are stored only locally on your machine.