Rampur 13.1.0

 

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

Version

Unity Rampur 13.1.0

Release date

September 8, 2024

Release type

Minor

In this document:

Improvements

Analytics

Description

ID

Description

ID

The Refresh Data Load can delete from Datamart those rows that are no longer present in the Data Source.

PFUN-25476

In Calculation Data Loads settings, there is a new option With source snapshot. If disabled, the job does not populate the source DatamartRowSet1. This is useful when the calculation logic generates or queries the data itself, rather than expects to iterate over the (pre-populated) source row set.

PFUN-25648

Calculation messages about source and target snapshots in Calculation Data Loads are available in the Job Details.

PFUN-25663

CLIC Modules

Description

ID

Description

ID

Column tooltip is displayed when hovering over the Items table header in the form of “label [sourceAttribute]”.

PFUN-24437

Input type OPTIONS can be exported and imported from/to Excel in the format option1;option2;option3. Semicolons in the values are escaped.

PFUN-24507

Optimization

Description

ID

Description

ID

Possibility to access the URL of images that are part of the attachment in a logic and then using these images in HTML portlets. A new endpoint to get the attachment (pricefx/${partition}/bdmanager.downloaddata/${bdId}?output=file) and a new model method attachmentDownloadURL, which returns the attachment download URL by filename parameter have been added.

PFUN-13086

Support of filtering as you type in data source drop-down lists in the module.

PFUN-19296

When duplicating a model, all associated Parameter Tables will now be included in the duplicated model.

PFUN-25675

CRM Integration

Description

ID

Description

ID

Visual Mapping: A new field called Transformation allows you to define a transformation of values coming in the payload from the CRM before they are saved into Pricefx.

PFUN-22186

CRM integration helper is available on the SAML Configuration page. It helps with building correct URLs for integration with CRM applications.

PFUN-24730

Interceptors: The clicmanger.update endpoint has been extended to be able to update attributeExtensions.

PFUN-25714

The Develop Interceptors user role allows the user to edit and create interceptors and visual mappings.

PFUN-25908

Configuration

Description

ID

Description

ID

Added support for allow-object-modification and calculation-context in formulamanager.testexec endpoint.

PFUN-15316

The method conditionRecordHelper.addConditionRecordAction().setCalculate(true) is deprecated as it is no longer needed. Existing logics should be modified by simply deleting this call.

PFUN-25539

General

Description

ID

Description

ID

Pricefx GenAI chatbot supports markdown language which allows it to correctly display structured text (numbered and bullet lists, etc.)

PFUN-24784

After Pricefx upgrade, users had to clear the browser cache to be able to log in successfully to the app. As a fix, the backend now sends invalidated CHIPS and normal JWT and CSRF cookies during the logout. It prevents the login error that occurred after CHIPS was introduced.

PFUN-25535

Items can be exported and imported from/to Visual Formula Designer and Visual Strategy Designer.

PFUN-25687

Context linking parameters are removed from the URL when the link is opened from the root page.

PFUN-25788

The enter key on the numeric keypad now behaves the same way as the regular enter key in keyboard shortcuts.

PFUN-25919

Bug Fixes

Description

ID

Description

ID

Product Extension items mass delete throws error when Product__sku is selected instead of sku. Fix: ProductMaster__ fields are now supported in filters in Product Extensions mass delete.

PFUN-13432

Standalone Custom Form list: submitDate is returned from server as date even though it is saved in DB as dateTime (filtering issue).

PFUN-14559

Materialized Rollup doesn't load data when column is renamed.

PFUN-15036

Custom Forms: Cannot update label via API. Fix: label is supported as an attribute which can be updated using the customFormProcessor.updateField() method.

PFUN-16368

Add a more clarifying and detailed error message when recalculating a Custom Form with a non-existing or inactive formula.

PFUN-16900

Quotes, Agreements/Promotions, Rebate Agreements, Compensation Plans: Attachment file with a semicolon in its name has the rest of its name cropped.

PFUN-17506

Company Parameters: Preferences do not get cloned when cloning SIMPLE, JSON and RANGE table. Fix: Preferences are copied with Company Parameters duplication (for all sub types).

PFUN-18618

Custom Form list: Sorting and filtering does not work correctly when using the filters 'approved by is null' or 'denied by is null'.

PFUN-20538

Quotes, Agreements/Promotions, Rebate Agreements, Compensation Plans: Attachment generated during "Send" is not counted among the number of attachments.

PFUN-20904

To prevent potential email flooding, the following Advanced Configuration options have been added limiting the clicmanager.sendemail endpoint: sendEmailMaxRecipients - limits the number of recipients in one email (default 20), sendEmailMinutesCountForThrottling - sets the number of minutes in which sendemail requests are counted (default 5), sendEmailMaxCountInLastMinutes - limits the number of sendemail invocations in the last 'n' minutes (the previous option, default 5). Request limit is counted per partition.

PFUN-21027

Pricefx for Salesforce: Visual Mapping is not working with multiple levels of inputs.

PFUN-21333

Agreements & Promotions, Rebates, Sales Compensation: If no filtering logic is set in the header type or as default, any active logic is applied while no logic should be applied in this case.

PFUN-23145

Price Setting: Mass edit and edit actions offer different attributes for editing.

PFUN-23211

Datamart Viewer ignores the set preference and loads all columns, not just those saved in the preference.

PFUN-23335

formulaEngine.executorService.waitForResults timeout returns "Error executing formula: null", which is not very informative. Fix: An explicit error message about timeout has been added.

PFUN-23449

Misleading message in case there are failed rows after running the Import functionality in Customer, Product or Seller Extensions or Company Parameters table.

PFUN-23659

Rebates: The Rebate Records tab doesn’t show to which set a Rebate Record belongs. Fix: RebateRecordSet column has been added.

PFUN-23841

Dashboards, context linking: Pre-filled data disappear with targetPageTarget 'same' when a dashboard is selected again and the button with the link clicked.

PFUN-23853

The enablePriceGuidance property is ignored in various Analytics pages. Fix: If the advanced configuration option 'enablePricingGuidance' is false or undefined, then all queries related to DMM are dropped, so the user cannot choose a DMM source in Analytics Chart, Rollup or Data Load and the option 'Model Calculation' is hidden when 'Add new data load'.

PFUN-24088

Missing translation of the headings of the Rebate Record Groups and Model Classes logic editing dialogs.

PFUN-24278

Live Price Grids: Advanced filter with custom date is not correctly applied in Mass Actions.

PFUN-24540

Quotes, Agreements/Promotions, Rebate Agreements, Compensation Plans: Table tree view cannot unfreeze all columns.

PFUN-24551

Data Load JST: No job parameter details displayed for jobs triggered by the system. Fix: JST parameters map attribute is passed to a method scheduling a new DataLoad run.

PFUN-24700

Company Parameters: Timestamps are not working for JSON tables.

PFUN-24720

New attribute name and label is not displayed in Product Extension business key dropdown without reloading the page.

PFUN-24763

Data Change Request: DCR label is a required field when creating a request from Company Parameters but it is not when creating it on the Data Change Request page.

PFUN-24866

It is possible to change the label of an approved Custom Form.

PFUN-24911

Quotes, Agreements/Promotions, Rebate Agreements, Compensation Plans: Default header type has wrong value in exports. Fix: The header type and records contain translated '(Default)' headerType name value in the xls exports.

PFUN-25000

Condition Records: Combination type should only contain 'function' value.

PFUN-25045

Custom Forms, Module Category, Model Classes: Plural instead of singular on Save button. Fix: Save button in all model object screens now has "Save <singular>" instead of "Save <label taken from breadcrumbs>".

PFUN-25061

Rebates: Paging is not working for the table on the Rebate Records tab of Rebate Agreements.

PFUN-25065

Calculated Field Sets: When a user tries to add Relative Target Date while Target Date is already set, Relative Target Date is not saved and it is replaced by empty value. Fix: Target Date and Relative Date columns are mutually exclusive. Any value written in one of them will clear the value in the other one.

PFUN-25091

Strategy Designer: Product ID value changes from sku to typedId when a block in the configuration is changed.

PFUN-25127

Strategy Designer: Error when clearing ProductID in Live Preview.

PFUN-25173

When switching between Condition Record Sets, the list does not update.

PFUN-25181

When the user applies a view preference that contains an advanced filter when creating a new Price Lists, clears the filter and goes to the next step and back, the filter is applied again.

PFUN-25214

Rollups: Hidden fields are available in Group By and Measures drop-down lists.

PFUN-25227

The condition record creation logic should execute asynchronously from the Workflow, so that the WF is not blocked till the logic finishes.

PFUN-25258

It is not possible to fetch calculation results from the link on the Rebate Record Group list page.

PFUN-25270

Optimization: Scoring Calculation in Calculation tab fails.

PFUN-25364

Date picker - format is not automatically converted and date is not selected. Fix: Before the fix, users were able to enter dates by typing them only in the exact format according to the user's locale. Now, the input field rules are more relaxed (e.g., where 06/07/2024 is accepted, 6/7/2024 is accepted as well). From a configuration engineer's perspective, for certain fields there used to be only one format. Now there is an array, where the 1st element is the preferred one and all other elements are the allowed ones.

PFUN-25372

Dashboards: Saved filter is not applied when a dashboard is loaded.

PFUN-25376

Quotes, Agreements/Promotions, Rebate Agreements, Compensation Plans: For input type OPTION, labels are not displayed in the Items table.

PFUN-25380

DOCX conversion connection failed with "Connection reset".

PFUN-25451

Lookups in Strategy Designer do not maintain selection of values. Fix: The operator and the field are considered together when determining the output type of the data lookup block.

PFUN-25466

Analytics: Batching Calculation Data Load is missing rows when Source is set equal to Target. Fix: When there is no separate Source in batching Calc DL, then the query on the source to get the next batch data no longer applies an OFFSET filter, and the already processed rows are already omitted by the filter on lastUpdateDate (which prevents (re-)processing rows added or updated by the job itself).

PFUN-25470

Labels of user groups, Master Data columns, Custom Form item folders, Dashboard category, Module Category, Model Classes, Calculated Field Sets, Data Change Requests, header logics, Manual Price Lists are not translated when custom translation keys are used.

PFUN-25475

Distributed Calculation Data Loads: On the Calculation tab, when Enrichment or Allocation load mode is selected, the Target Fields input has been moved above the Logic input for better user experience (an error was displayed when the user selected a logic before target fields).

PFUN-25498

When user duplicates Competition Data API with the same name, the job is cycled after the click on the Save button instead of displaying an error message.

PFUN-25520

Scatter chart: Missing "Aggregation By" data in exported Excel file when the option "Merge Close Data Points" is selected.

PFUN-25527

Waterfall/Waterfall Comparison charts in Actionable Insights: Labels on the detection rule dropdown list should be Waterfall Elements' labels not Datamart fields' labels.

PFUN-25528

Datamart Watcher > Action Definition: Unnecessary column “_index” in Table Column Options in the Action Definition step.

PFUN-25543

Waterfall: Aggregate/Disaggregate elements are not saved after clicking the "Save Chart" button.

PFUN-25556

In the SQL generation of an Analytics SQL query, we materialize the CTEs. This is not a very suitable approach for Citus environments as it may end up in an exceeded result size error. Fix: The 'paDisableMaterializedCTE' application property has been added to switch off MATERIALIZED CTEs in SQL query generation. It is expected to be used in every Citus environment.

PFUN-25590

Quotes: View preferences change column order after recalculation.

PFUN-25619

Quoting: "Something unusual happened" error message.

PFUN-25640

Strategy Designer: The live preview in data lookups can return data in a different order than when it's used in a strategy.

PFUN-25670

Strategy Designer: Selected strategy/lookup is forgotten when switching to lookups and back.

PFUN-25722

Data Load: Distributed calculation with Full load mode is not deleting data in case logic is not generating new data. Fix: Now always truncating the target table if DL.LoadMode == FULL, when the job completes successfully.

PFUN-25781

Groovy API: api.datamartFilterBuilderUserEntry is deprecated but not all functions have been migrated to InputBuilder. Fix: api.inputBuilderFactory().createDmFilterBuilder().* features have been added.

PFUN-25924

Max Grid Group By setting in Configuration > General Settings does not work. Changing the setting does not have any effect.

PFUN-25951

It is possible to select a zoom area in a waterfall comparison chart although this feature is not supported by this chart type.

PFUN-25963

Visual Configuration: JCS does not allow to delete "active" and "superseded" entries. Fix: User roles PB_STRATEGY_DESIGNER_ADMIN and PM_FORMULA_DESIGNER_ADMIN have been added that allow deleting such entries.

PFUN-25987

In class ContractRecalculationTask list, lockedCts is never updated, but it is queried. Fix: A notification is displayed when calculation uses feeder logic and selects locked document/record.

PFUN-26045

LPG parameter configuration is not passing dynamic filter to secondary keys.

PFUN-26094

All emails from partition are not sent after adding SMTP configuration in partition configuration.

PFUN-26218

Issue with api.getDatamartContext().calendar().getTimePeriod() returning null for week 2022-W53 in December 2022.

PFUN-26285

Condition Record set shows records of other table (CR set) if set column filter "Sales Org".

PFUN-26313

 

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Pricefx version 13.1