Paper Plane 11.1.0

 

This document summarizes the main improvements and fixes introduced in the Pricefx Unity minor release version.

Version

Unity Paper Plane 11.1.0

Release date

August 28, 2023

Release type

Minor

In this document:

Improvements

Description

ID

Description

ID

Reordering columns in the Select Fields to Display dialog by drag & drop is supported on iPad and Android.

PFUN-2601

Rollups: The usual table settings features (column resize, sorting, grouping, etc.) are available for the Group By and Measures tables in Rollup configuration.

PFUN-10508

Customer/Product Group selection: Possibility to select multiple Customers/Products from the drop-down list or open the Customer(s)/Products(s) picker window.

PFUN-10744

User access to Model Objects can now be controlled via “User Group (View Details)” and “User Group (Edit)” fields.

PFUN-10770

User groups for managing, editing and viewing have been implemented for Model Objects.

PFUN-14108

Credits are disabled by default to not show "highcharts.com" under every Highcharts chart. They can be enabled in Groovy configuration.

PFUN-16130

The Customize Attribute Extensions column menu option is available on Custom Form list pages. Attribute extensions can be created also using CustomFormApi.

PFUN-16450

The appcuesEnabled feature flag is now deprecated; use appCuesEnabled instead.

PFUN-16990

Context linking: Support of URL links to Master Data tables (Products, Product Extensions, Product References, Customers, Customer Extensions, Sellers, Seller Extensions, Competition Data, BoM Data) with parameters enabling filtering.

PFUN-17405

Context linking: The targetPageAction parameter is supported by Custom Forms. The supported actions are Submit and Recalculate.

PFUN-17407

Action buttons Duplicate and Create New Revision are now available on Custom Form detail page. Also, the Withdraw button has been moved from the Workflow tab to the other action buttons in the header.

PFUN-17598

Context linking: Option to specify a link from Dashboard to a pre-filtered listing based on parameters passed from the Dashboard. Supported list pages are: Quotes, Price Records, Agreements & Promotions, Rebate Agreements, Rebate Records, Compensation Plans, Compensation Records, Price Lists, Live Price Grids, Manual Price Lists, Custom Forms.

PFUN-17735

Context linking: Option to specify a link from the Dashboard to a list page (the same pages as in PFUN-17735) with a selected saved preference applied.

PFUN-17736

Support for inputs with type: "COLLAPSE" in context linking.

PFUN-18131

The Details & Settings panel can be hidden in Custom Forms using the parameter "hideSiderPanel": true in the configuration.

PFUN-18233

It is possible to define the following properties (formatting options) via Input Builders: width and defaultWidth.

PFUN-18321

Quotes, Agreements/Promotions, Rebate Agreements, Compensation Plans: Unified highlighting of empty required inputs. Table cells are framed in red, inputs on the Details & Settings panel are framed in red, an asterisk is displayed next to the name of the input and the text "Input is required" is displayed below the input field. A line containing an empty required input is highlighted with a red stripe on the left-hand edge.

PFUN-18363

The possibility to make the position of the Detail & Settings panel flexible is now supported also in Custom Forms.

PFUN-18373

Deprecated Feature Flags are now hidden in the Feature Flags administration page.

PFUN-18390

Improved pop-up messages: The message title is fixed at the top and messages are scrollable when their content exceeds the max height or width of the message box.

PFUN-18525

Jobs & Tasks: More information (like calculation results, job parameters) is available about jobs on the Job Details panel.

PFUN-18561

Custom Forms: A Custom Form is locked for editing if its workflow status is Submitted, Approved, No Approval Required, Superseded or Invalidated. The only attributes which can be modified on the list page even when the Custom Form is locked are User Group Edit, User Group View Details and the Attribute Extensions.

PFUN-18766

Quotes, Rebate Agreements, Compensation Plans, Agreements/Promotions: Possibility to set if a custom header will be collapsed by default or not. Use .setRenderInfo("customHeader", "collapsed", true).

PFUN-18769

Quotes, Rebate Agreements, Compensation Plans, Agreements/Promotions: When adding line items via Browse Items, you can add them to the table in a new folder.

PFUN-18783

An error message is displayed in the UI when the user creates an Interceptor with a name that already exists.

PFUN-19490

Context linking: Possibility to open a Price List, Live Price Grid or Manual Price List detail from an email link with specified view preferences and product filters applied.

PFUN-19537

Context linking: Possibility to open a Price List, Live Price Grid or Manual Price List list page from a link or button with specified view preferences and filters applied.

PFUN-19538

Actions: The link to the parent document on the Details tab leads to the parent tab of the document if the parent tab is known.

PFUN-19610

AppPages constants are supported for targetPage in Interceptors.

PFUN-19864

When a technical user wants to see in the application logs the stream of activity between the client and the server, notification.list endpoint is not being logged on the INFO level anymore to prevent spamming the log.

PFUN-19885

Actions: Attributes 1-30 and Attribute Extensions are available in the Actions table.

PFUN-20046

Actions: Users with module administration role can see on the Actions page all the actions related to that module (e.g., user with the Administer Quoting role can see all the Actions created in Quotes).

PFUN-20075

When exporting Highcharts, the export is done on the client side, meaning that no chart data are sent to Highcharts servers.

PFUN-20119

The option to render the header and item outputs inline in the Details & Settings panel is available also for Quotes, Rebate Agreements, Agreements/Promotions and Compensation Plans. Add the parameter "renderOutputsAs": "inline" to the JSON definition.

PFUN-20154

The name of a standalone Custom Form can be edited in the header on the detail page like in other documents.

PFUN-20245

Interceptors: A more informative error message is displayed when the interceptor code is missing the await keyword.

PFUN-20375

The limit of 10 series has been introduced for Analytics charts. Also, a Data Table can now have up to 4 join series.

PFUN-20401

Actions: Two new columns Parent Label and Originator Label are available in the Actions list table. This makes working with Actions more user friendly as labels can be displayed to users instead of technical IDs.

PFUN-20407

You can now add Actions of different Action Types from documents' Actions dynamic tab, just like it is possible from the Actions listing screen.

PFUN-20444

New REST API endpoint for updating specified line item fields of a CLIC object (Quote, Agreements & Promotions (Contract), Rebate Agreement, or Compensation Plan): /clicmanager.updatelineitems/{typedId}

PFUN-20450

Deprecated feature flags are no longer listed on the Feature Flags page.

PFUN-20480

Optimization: New user role Edit Model Objects allowing users to edit existing Models but not adding or deleting them.

PFUN-20641

Syntax highlighting is now applied in JSON configuration editors for better readability.

PFUN-20660

New Groovy API method model.typedId to get the typedId of a Model Object.

PFUN-20768

Actionable Insights: When the user clicks the contextual Create Action button, Create Action dialog validation errors are not displayed straight away to let the user fill in all the mandatory values in calm.

PFUN-20819

In Data Tables, there is a default limit of maximum 100,000 displayed rows in the UI (set by the application property paDataAnalyzerMaxRows). A warning message is displayed when the data query result exceeds 100,000 rows.

PFUN-20857

Calculation Grids: Output elements can be set to automatically reset the approval status if the underlying data has changed.

PFUN-20867

New API endpoint /configurationmanager.getexternalappproperties retrieves all pfxExternalApp objects (as specified in Administration > Configuration > System Configuration > Advanced Configuration Options by the pfxExternalApp_ prefix).

PFUN-20871

Possibility to update the edit and view user groups for a Custom Form. You can use the methods customFormProcessor.updateField("ROOT", "userGroupEdit", String userGroups) and customFormProcessor.updateField("ROOT", "userGroupViewDetails", String userGroups) during Custom Form calculation. There are also new updateApi methods setUserGroupEdit(String userGroups) and setUserGroupViewDetails(String userGroups).

PFUN-20875

A validation has been added which checks that the label of Quote Type, Agreements & Promotions Type, Rebate Agreement Type or Compensation Type is unique and that it is not the same as an already existing Type name.

PFUN-20909

New Groovy API method model.currentStep() that returns the current step of a Model has been introduced.

PFUN-20946

New Groovy API inputBuilder method .createDmQueryBuilderDimOption that creates a user input which loads only the list of dimensions of a data set without querying all the data.

PFUN-20975

New Groovy API methods that allow you to set the default width and height of an inline configurator that opens in a pop-up window. Use api.inlineConfigurator(String configuratorName, String formulaName, Object width) or api.inlineConfigurator(String configuratorName, String formulaName, Object width, Object height). The dimensions are set in pixels.

PFUN-20986

Only the following subset of HTML tags is now supported in notification messages in Quotes, Rebate Agreements, Compensation Plans, Agreements/Promotions: <br>, <li>, <b>, <em>, <i>, <strong>. Any other currently used tags will be removed so that they are not displayed as text in the messages.

PFUN-20988

Actionable Insights: The Summary step is now executed by a Dashboard logic, meaning that the result elements are portlets. The Summary step with portlets allows you to see all the defined data scopes, detection rules and action definitions in one readable and read-only place.

PFUN-21060

Input Matrix: Possibility to hide/show the Add and Remove buttons separately using the methods cp.addParameterConfigEntry("hideAddButton",true) and cp.addParameterConfigEntry("hideRemoveButton",true). Up till now the visibility of the two buttons has been controlled by cp.addParameterConfigEntry("canModifyRows",false) and hid or showed both buttons together.

PFUN-21123

Quotes, Rebate Agreements, Compensation Plans, Agreements/Promotions: Possibility to rename folder actions (buttons, dialog titles, field names). The settings is made as a parameter in the header type definition of the Items tab.

PFUN-21164

You can hide the Export PDF button in Quotes, Rebate Agreements, Agreements/Promotions, Compensation Plans using the method setRenderInfo("exportPDFButton","hide",true).

PFUN-21173

There are two new functions for api.inputBuilderFactory enabling you to hide the Add (including Duplicate) and Delete buttons: .setHideAddButton(boolean), .setHideDeleteButton(boolean).

PFUN-21226

Possibility to show/hide or change the position of multiple fields at once in the Select Fields to Display dialog.

PFUN-21231

Actionable Insights: The Drill-Down and Exclude right-click options have been disabled in the Data Scope data table as they are not usable in the context of Watchers.

PFUN-21241

The new Model Status "Invalid" is used for broken Model Objects. The reason could be that the corresponding Model Class is invalid (syntax errors, unknown steps, etc.) or the current step of the Model is invalid (e.g., when the Model Class was modified and the step does not exist anymore).

PFUN-21265

Analytics: A warning is displayed in the Data Table when the maximum number of defined Group By levels (8) or Series (10) is reached.

PFUN-21276

Actions: Possibility to update attribute columns via actionItemApi's new method .setAttributeValue("attribute1", "Test").

PFUN-21347

There are two new methods for updating attribute extensions via customFormApi and actionItemApi: setAttributeExtension(Map <String, Object> attributeExtension) is an advanced method for setting the full attribute extension content, setAttributeExtensionValue(String key, Object value) that updates the values of already existing attribute extensions (keys).

PFUN-21353

In case user requests too many data rows to be queried from the server back to the charts there's an application property paDataAnalyzerMaxRows to enforce a limit and send back to the UI just the maxim of rows limited by this limit. The limit can be changed. The limit is applied to the data table and other chart types data tabs.

PFUN-21361

Bug Fixes

Description

ID

Description

ID

LPG: Select Fields to Display - Unable to drag & drop multiple items.

PFUN-11848

Rebate, Quote, Agreement/Promotion, Deal Plan Custom Form attachments: Error 409 when you try to upload 50 files in AWS.

PFUN-13954

Actions tab: User is able to edit all unfinished actions.

PFUN-15135

Price Setting: Renaming or deleting Custom Action logic will cause an empty row in the menu.

PFUN-15234

MO/DMM: datamart.createfc and datamart.importfile are ignoring DMTables keys for data loading.

PFUN-18330

Dashboards: Chart labels are not readable.

PFUN-18393

Last Updated Date/By are not changed after each update of document.

PFUN-18738

Some of the supported locales are missing in User Settings: en-ca, es-pr, es-us, es-bo, es-mx, fr-ca, fr-ch, de-ch.

PFUN-18981

Excel Import of boolean columns to Product/Customer Extensions and Price Parameters doesn't work.

PFUN-19040

Price List revision - The Target Date is automatically set to today; but when you create the revision the date of the Target Date is yesterday's date.

PFUN-19149

Backend logs filled with info messages on LPG calculations.

PFUN-19260

LPG: Change on Partition level causing running distributed JSTs to error.

PFUN-19272

User timeout does not bring user to the correct logout screen.

PFUN-19390

User roles Manage Quoting, Manage A&P, Manage Rebate Agreements and Manage Compensation Plans do not allow the user to view Sellers.

PFUN-19427

The model.loadTable (MO) and model.addTable (MT) endpoints do not reject duplicate key values. Fix: These endpoints now again reject duplicate keys. Also, standard rules for handling duplicate keys depending on the endpoint are enforced on Greenplum/Citus DBs.

PFUN-19550

Deleting/duplicating of line items which are filtered (using badges or simple filter) causes disappearing of line items or folders.

PFUN-19568

Dashboard popup input displays all portlets if preference value is not set.

PFUN-19964

Denied Calculation Grid line items can be incorrectly manipulated (resubmitted and approved) via API requests.

PFUN-20017

Quotes, Rebate Agreements, Agreements/Promotions, Compensation Plans: ‘New version exists…’ error after withdrawing and editing a document with inputs on folder level.

PFUN-20018

Non-privileged user can see other users' assigned roles.

PFUN-20056

Quotes, Rebate Agreements, Agreements/Promotions, Deal Plans: Notifications for duplicated items are not displayed.

PFUN-20153

Price Records / Rebate Records: "Source w/o revision" shows full source including revision.

PFUN-20178

Calculated results are lost when duplicate a product in Items tab (table view).

PFUN-20203

Calculation Flows: Job is repeated every 2 minutes when you run it manually in specific setting.

PFUN-20233

Corrupted Excel attachment downloaded from Quote in SFDC mobile app.

PFUN-20309

Cannot create API Keys on specific partition.

PFUN-20355

Actionable Insights Watcher: No validation when I duplicate watcher with an existing name.

PFUN-20363

Quotes: Inconsistency in displaying outputs in the line item table vs "Calculations" tab.

PFUN-20394

Quotes: Issue if uniqueName of a quote is the same as the label of the default quote. Fix: Name validation added.

PFUN-20432

Quotes, Rebate Agreements, Agreements/Promotions, Deal Plans: Filtering of (Default) header types shows no documents.

PFUN-20522

Actionable Insights > Data Scope step: Result Table should be shown in full size after clicking the Apply Settings button.

PFUN-20526

Optimization: Cannot delete policy records that are in approved status.

PFUN-20560

Quotes: Unable to import line items from Excel without header.

PFUN-20576

Quotes, Rebate Agreements, Agreements/Promotions, Deal Plans: Header types - users in User Group (Edit) do not see header type in dropdown when creating document.

PFUN-20605

Standalone application throws error when opened from a CRM platform.

PFUN-20662

Action Item: Action detail can be opened via link for Actions which are not visible for the user.

PFUN-20673

Custom Forms: setRenderInfo supports hiding of only some buttons available in Custom Forms.

PFUN-20682

Cannot duplicate Manual Price List twice with the same name.

PFUN-20700

Actionable Insights: When the user uses “Add Group” / “Add ‘Match None’ Group” in the Detection Rules step without providing the group’s rules, an error occurs.

PFUN-20721

Dashboards templates “translates“ CFO links to wrong format. When the user clicks the link is redirected to the home page.

PFUN-20751

Login page: Wrong error message (“Authentication failure”) is displayed when user is temporarily banned.

PFUN-20757

Users with roles Manage MO and View MO do not have the read-only access to Model Classes.

PFUN-20760

Blank chart is displayed when editing the chart from Dashboard.

PFUN-20772

Action Items: Manage Actions Calculation Logics user role cannot see Groovy library section.

PFUN-20776

Quotes, Rebate Agreements, Agreements/Promotions, Deal Plans: General settings "Automatically select added item" doesn't work.

PFUN-20783

Missing constant for "newActionPage" in AppPages.

PFUN-20784

Analytics: Incorrect wait time in JobControl leading to early exit by workers.

PFUN-20785

Filter option "distinctResults":true does not work on more than one column.

PFUN-20816

Quotes, Rebate Agreements, Agreements/Promotions, Deal Plans: api.getCalculableLineItemCollection() call erase header inputs when it is called in the header logic.

PFUN-20817

Dashboard: Refresh button does not work in case showDashboardSelector is 'false'.

PFUN-20822

Different error shown for the same quote when using React and Ember.

PFUN-20864

Custom Form attributes are missing "Read only" checkbox in the Rename and Customize Column dialog.

PFUN-20888

Actions created from Groovy do not have created by name.

PFUN-20894

Quote: Read only fields are available for Mass edit in React but not in Ember.

PFUN-20898

(Always editable) Quote name is not updated by Quote header logic in React for Quotes in status DEAL.

PFUN-20977

On baremetal, pending background jobs are not getting cancelled as soon as possible when the user requests it and stale jobs (dead threads, maximum running time exceeded, etc) are not interrupted as soon as possible.

PFUN-21004

Sellers: Seller ID column is not displayed by default in Seller Extension advanced filters.

PFUN-21013

Low level backend exception when user opens a Rebate Agreement that has an item with an output that the user is not supposed to see.

PFUN-21096

Input matrix inside a configurator does not resize on larger screens.

PFUN-21106

toResultMatrix(true) calls DateTimeUtil.convert even for proper data type.

PFUN-21147

Dashboard - Frontend unhandled error after leaving the Dashboard page - undefined (reading 'columns').

PFUN-21160

Quotes, Rebate Agreements, Agreements/Promotions, Deal Plans: Error when using a simple filter returning no rows while a folder is selected.

PFUN-21182

Actionable Insights Watcher: Data Scope portlet crashes after applying quick filter and saving it to preference.

PFUN-21220

Analytics Charts: Cascading dimension filters show all options regardless of the value selected a level above.

PFUN-21225

Job processing by heartbeat orders incorrectly.

PFUN-21307

Analytics: Key idx name too long causing its existence not to be recognized by IndexMaint job.

PFUN-21322

Not possible to login as root or pricefx-support user from PlatformManager.

PFUN-21365

Business Group and User Role are not populating for users in Pricefx when syncing user from Salesforce.

PFUN-21426

Hot Fixes

The following hot fixes have been released for the 11.1 version:

11.1.1 PR

Released on August 31, 2023

Description

ID

Description

ID

Login fails due to java.lang.StackOverflowError.

PFUN-21448

NPE is thrown when calling executeQuery method in a quote headed logic for non-admin users.

PFUN-21493

11.1.2 PR

Released on September 4, 2023

Description

ID

Description

ID

Not possible to open a Data Load without "Manage Data Analyzer" role.

PFUN-21549

11.1.3 PR

Released on September 11, 2023

Description

ID

Description

ID

RRSC which has "Persist new calculation Results" unchecked, (so it shouldn't change anything in RR) erases RR inputs.

PFUN-21495

11.1.4 PR

Released on September 19, 2023

Description

ID

Description

ID

Models: Dropping several tables and creating them afterwards in the same calculation logic bugs.

PFUN-21336

JSTs are not getting processed in the correct order.

PFUN-21582

Heartbeat: Configured limits are not honoured.

PFUN-21669

Allow disabling creation of ObjRej from the header during the CLIC submission.

PFUN-21745

11.1.5 PR

Released on October 18, 2023

Description

ID

Description

ID

Disable update and save and recalculate the header when the calculation is PENDING.

PFUN-22107

 

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Pricefx version 13.1