Moving through the history
With two or more versions, arrows appear either side of the number and the label reads V3 (2 of 4): the version, then your position in the stack. One version shows a plain V1 badge. The number counts stored versions only, so it stays put while edits are in progress; the N unsaved badge beside it is your staged work. While you read an older version the top bar turns orange, names the version, marks it read-only, and offers Back to latest, which returns you to the current plan as you left it. There is no split-screen compare, so ask Hazel in the plan’s chat what changed between versions.What still works in an older version
Tabs, priority selection and the levers stay live, so you can present an older version freely. The grips that reorder goal cards go inert. Export PDF downloads the version you are reading as published, so lever positions you moved on screen are not in it. Gone: the staging bar, the editing pencils, and, in the chat view, the Edit button. Approve and Ignore stay but gray out. Press Back to latest first to make a change.What creates a version
Press Recalculate with text edits still unsaved and you get two versions: Hazel saves your edits first, then publishes the recalculated plan.
If approving a recommendation would move the plan’s numbers, Approve marks the card decided but stages nothing, and the decision is gone when you reload. Ask for that change in the plan’s chat instead.
If Hazel publishes a version while you have changes staged, the staging bar offers only Discard my changes. See Editing a plan directly.
Regenerate compared with asking for a change
Regenerate sits in the top bar of the household’s Financial Planning tab, beside Open chat, not in the plan’s chat view. On the sample household it reads Draft a financial plan, which starts one for a client of your own. The button grays out while Hazel is already working on this plan, reading “Plan update in progress”, and “Regenerating…” while it runs the full drafting workflow, so give it several minutes. If nothing is published, Hazel says the plan was not regenerated and you stay on the version you had.Ask for a change
Hazel revises the plan you have, leaving alone everything you did not mention. Faster, surgical, and right for almost everything.
Regenerate
Hazel rereads the household’s profile and documents, folds what is new into the plan, and publishes it as the next version. Slower, and it revisits everything the new information touches.
When to regenerate
- New data landed. A document the plan said it was missing reached the household profile.
- The household’s situation changed materially. A job change, an inheritance, a death, a divorce.
- Your firm changed its Plan templates and you want this household on the new shape.
When not to regenerate
- A number is wrong. Fix the data or the assumption behind it.
- A chart is wrong, or the plan reads long. Ask for the chart you want, or for a tighter draft.
- The wrong persona was matched. Regenerate carries no instructions from you, so open the plan’s chat, name the persona you want, and ask Hazel to rebuild against it.
What a regenerate keeps
- The version history. A regenerate lands as a new version on top.
- Your wording. Hazel is asked to preserve still-valid analysis and what you wrote. Wording the new information has made untrue can still change.
- Any assumptions you overrode for this plan. To drop one, open Plan settings from the plan’s chat view and use the small reset control on that field, which restores your firm’s or the persona’s value.