Southside 15.0

Southside 15.0

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

Version

Unity Southside 15.0.0

Release Date

June 22, 2025

Release Type

Public

In this document:

Technical Requirements

Supported Platforms

Pricefx Unity interface is supported on the following hardware/platform combinations:

Unity Version / Platform

Standalone UI

Salesforce

SAP C4C

MS Dynamics

Unity Version / Platform

Standalone UI

Salesforce

SAP C4C

MS Dynamics

Desktop

  • Chrome

  • Firefox

  • MS Edge

  • Chrome

  • Firefox

  • MS Edge

  • Chrome

  • MS Edge

Mobile

  • iPad + Safari

  • iPhone + Safari

  • Android + Chrome

  • iPhone + Salesforce app

  • iPad + Salesforce app

  • iPad + Safari + Salesforce (in browser, no Lightning)

 

 

Note: Firefox supports interceptors since version 113 in case that you set the dom.workers.modules.enabled option to true in about:config. From version 115 this option should be set to true by default. You can use interceptors in Chrome or MS Edge without any restrictions.

Minimum Software and Hardware Requirements

Hardware and Network

A modern computer with at least 8 GB RAM (more memory is necessary for multiple browser tabs opened simultaneously).
Reasonable network bandwidth (at least 8 Mbps) and latency (50 - 200 ms).

Web Browser

Only the latest version of each of the above listed browsers is supported. We strongly recommend using the 64-bit browser version.

Excel Client

  • MS Office 2013 or higher on Windows
    Versions down to MS Office 2007 are expected to work as well but Pricefx does not fix issues related solely to these older versions.

  • .NET Framework 4.5 or higher (due to increased security requirements)

Compatible Pricefx Backend Version

The minimum required Pricefx version for this release is Southside 15.0.0.

Technical Architecture Changes

Other Supported Components

  • Highcharts and Highmaps used in charts/dashboards upgraded to version 11.4.6

  • PostgreSQL 17 is the minimum required version for Pricefx 15.0

Deprecation Announcement

  • Support for the Greenplum database will be discontinued in version 15.0. All customer instances will be migrated to Citus (Postgres). If you have any questions, please contact us at support@pricefx.com.

  • Support for the MariaDB database will be discontinued in version 15.0.

  • Ember version of CLIC modules is discontinued and only the React version is available. Links to Ember pages will be redirected to their React versions.

  • The following application properties are deprecated and will be removed in version 16.0:

    • enableDefaultSortInFindWithPaging

    • enableDefaultSortInFetchWithPaging

    • enableAllAttributedFieldCastForNumericFilterInFindAndFetch

Groovy and Configuration Notes

Handling of Unsupported Groovy Filters

Groovy filter methods such as isEmpty(), isNotEmpty(), all(), some(), and none() have never been supported in Analytics. Until now, their use failed silently when combined with supported filters. To avoid hidden logic issues, unsupported filters now fail explicitly.

  • A new Advanced Configuration Option, silenceUnsupportedFilterError (default: false), was introduced to control this behavior. You can temporarily suppress the error by setting it to true, but this may affect data integrity.

  • This change was made intentionally to ensure transparency: previously, filters were not applied at all without warning, and handling of null values was obscured. Both should be explicit in the implementation.


The Main Features Since the Last Public Release

Since the last major public release, Caribou Lou 14.0, the following major new features have been introduced:

  • Pricefx Copilot enhancements – Get instant insights, utilize recommendations to fix underperformance and update pricing with chat experience. See the release notes for details.

  • Collaboration workflow – Collaborate with your team to create a quote or agreement. General release, including the activity log and other enhancements.

  • Price calculation breakdown – Breakdown calculated price per element in the live preview of Formula Designer and Strategy Designer.

  • Quoting, Agreements, Rebates evolution – Only new version (React) of Quoting, Agreements, and Rebates capabilities is available now. Ember version is discontinued.

  • Import Manager – Add, update and export data, including their validation, with the Excel Client alternative. New support for Price List / LPG data.

  • Low / no code integration – Manage automated file-based data integrations (uploads/exports) in PlatformManager without advanced technical skills.

  • Announcements – Utilize mass announcements across the partition users to highlight important events or other information.

  • On-demand Dashboards – Execute complex calculations within insight analytics on-demand outside of the main logic.

For more detailed information about Southside 15.0 new features, see www.pricefx.com/southside.


New Southside Features

Analytics

Description

ID

Description

ID

In addition to the Default Conversions, a Product Specific UOM conversion option has been introduced, along with a more explicit method for specifying conversions. This allows overriding the default behavior. For more information see Configuration of Conversion for Per Unit and Money Fields.

PFUN-27058

QueryAPI now supports Analytics. You can disable this new implementation of QAPI and activate the old one by setting the application property queryApiUseDeprecatedPbOnlyV14 to "true". With this setting, queries to Analytics will not work anymore.

PFUN-27937

To address issues with unsupported filters in the Analytics module, the Advanced Configuration Option silenceUnsupportedFilterError has been implemented. For more information see Advanced Configuration Options - Full List.

PFUN-28215

Added validation for key fields in Datamart:

  1. If a source is defined for a field, it must match the Primary Source of the Pricemart.

  2. If key fields lack a defined source, a warning is displayed to notify this. This is for backward compatibility, as it is expected that key fields will have a defined source unless it is a 'source-less' Datamart.

PFUN-28233

Warning from Data Load detail page are displayed also in the Data Load Type column of the list page.

SouthsideRN06.png

PFUN-30250

Dashboards

Description

ID

Description

ID

Introduced an On-demand Dashboard feature that displays line item-specific insights in a modal window, improving performance and user experience.

PFUN-25149

A new side-panel feature allows users to view On-Demand Dashboards for individual line items, making it easier to switch between them while retaining scroll position.

PFUN-25580

New user roles have been introduced to comprehensively cover all aspects of managing user-created dashboards, including viewing and managing dashboards. For more information see User Roles.

PFUN-28595

Folders can be added, renamed and deleted only on the Dashboard Admin page by the users of current Dashboards (the buttons are hidden for these users on Dashboards page).

PFUN-29783

Unsupported chart types are hidden in Portlet detail. Only Bar chart and Datatable are supported in 15.0.

PFUN-30111

CLIC Documents (Quotes, Rebate Agreements, Agreements & Promotions, Compensation Plans)

Description

ID

Description

ID

Collaboration Workflow: The new Status Overview panel displays the progress of the review process, showing the status of each review step.

PFUN-26539

Mass editing of inputs is available in the collaboration workflow review step. This function is available only on the Items for review tab and only for those inputs that can be edited in the current step.

SouthsideRN01.png

PFUN-26547

The new My Pending Reviews portlet lists all the pending collaboration workflow reviews. Only one row per document is displayed, it does not list all the line items that require a review.

PFUN-26548

The new Activity Log tab stores the history of the document – events, edits and other information.

SouthsideRN02.png

PFUN-26549

When the workflow status of a document is Denied, a banner is displayed in the document’s header showing the predefined denial reason selected by the reviewer and a comment, if provided. Therefore, you do not need to go to the Workflow History tab to find this information, although you will always find it there if needed.

PFUN-27574

If the next step in a document creation workflow is a line item review step (collaboration workflow), the Send for Review button is displayed instead of the standard Next Step button.

PFUN-28083

In collaboration workflow, if you are assigned to multiple line item groups, all the line items from these groups are displayed at once on the Items for Review tab. Clicking Review Done finishes your review process for all your line item groups.

PFUN-28089

In collaboration workflow, line item groups can be defined on sub-step level so that you can set up specific line item groups for review by different business roles.

PFUN-29070

Document creation workflow columns on the list page (Creation Workflow Status, Creation Workflow Label) are only displayed if creation workflow is enabled (globally or for a particular header type).

PFUN-29109

Possibility to define optional sub-steps in collaboration workflow - a sub-step is added to the workflow when a condition is met. Use the ReviewUserGroupSubStep method withLineItemCondition(Filter condition).

PFUN-29452

Price Setting

Description

ID

Description

ID

Distributed Calculation is the default calculation option for the Calculation Grids, and this setting cannot changed.

PFUN-21797

It is no longer possible to access the Live Price Grid Detail screen while the Live Price Grid is in Draft status. Consequently, executing single-line calculations is also restricted, as access to the Live Price Grid Detail screen is denied in this state. For more information see Live Price Grid Detail.

PFUN-22470

Live Price Grid items with an critical alert cannot be submitted. Set the new advanced configuration option allowLPGSubmitWithCriticalAlert to true if you want to allow such items to be submitted.

PFUN-25398

New advanced configuration options have been introduced to hide specific Pricefx entities (LPG, PL, CG) based on user group entitlements.

PFUN-26005

Import Manager can be used to edit Price List and Live Price Grid data (excluding read-only columns and adding new rows). The Price List / Live Price Grid is recalculated after successful import.

PFUN-27589, 27590

In Price Setting Types, you can define a product filter that will narrow down the products available to the user when creating a Price List or LPG.

PFUN-29078

Optimization

Description

ID

Description

ID

The API model.addTable is more strict for the fields definition: it should respect the structure of DMField, including name (mandatory), label, type, format (mandatory), key, dimension.

PFUN-15367

The export/import functionality now supports handling multiple models at once via the user interface or using the optimization.exportModel and optimization.importModel endpoints, simplifying bulk operations across partitions.

PFUN-18634

Multitab dashboards now support accessing and displaying inputs from all tabs within the same step.

PFUN-27833

Added model.dropAttachment(String) that drops all attachments with this name even when there are more than one.

PFUN-28450

The ID of each Parallel Calculation Item (PCI) is now displayed in the Calculation Items table and the Item Detail modal.

PFUN-29343

Master Data

Description

ID

Description

ID

Possibility to determine the order of Product / Customer / Seller Extensions in extension table selection drop-down lists. The setting is made in the new Priority column on the respective extension configuration page.

PFUN-16489

Possibility to configure an approval workflow for Import Manager, so that an approval by a reviewer is required before the changes are imported.

PFUN-25486

Using Import Manager, you can now import Customers, Customer Extensions, Sellers and Seller Extensions.

PFUN-27090

Import Manager: Cells with changed values are highlighted and the original value is shown in the tooltip.

PFUN-28793

Approval workflow can be configured for data imports via Import Manager.

PFUN-29544

Import Manager: The counters above the items table are not displayed for item types/statuses that have 0 records.

PFUN-29854

As a part of the Condition Records Splicing Options, we have implemented the new Type Code CRCIH (Historical Tables for Conditional Record Items). This approach preserves the history of price changes for purposes such as auditing and reporting. For more information see Condition Records Splicing Options.

PFUN-29856

Pricing Strategy Designer

Description

ID

Description

ID

Added functionality to display individual components of the formula calculation in Live Preview.

PFUN-27624

It is now possible to pass the result of one data lookup as an input to another.

PFUN-28563

Validation implemented to prevent activating strategies when conflict is detected.

PFUN-29795

Configuration

Description

ID

Description

ID

Groovy API: Possibility to access an embedded Custom Form from the parent object and vice versa, so that the inputs or calculation result from the Custom Form can be used in the parent object (e.g., a Quote).

Two new methods in the CustomFormApi space: api.customFormApi().fetchCurrentItemEmbeddedCustomForms(), api.customFormApi().fetchCurrentItemParent()

PFUN-11250

Range slider is available as user input type with a range of configuration options (from - to range, step size, numeric or percent format type, bar color).

SouthsideRN03.png

PFUN-18678

Custom Forms: Possibility to search for Custom Forms by the properties of Custom Form Types. You can use these properties in filtering (Filter.<filterType>("customFormType.property", property value)) and similar in querying functions like api.find(), api.stream(), etc. Example: api.find("CFO", Filter.equal("customFormType.embedded", false))

PFUN-20424

New endpoint datamart.loadfc to insert new data in an already existing DMTable or Data Source.

PFUN-20803

The InputBuilder method setUserGroupView can be used to hide inputs in a Custom Form from users who are not members of the specified user group(s). Note that it works only for top-level inputs. It does not work on nested levels, like, for example, inline configurators. It does not work either on rows of inputs (like in api.inputBuilderFactory().createRowLayout("Row")).

PFUN-22241

Custom Form list table preferences are saved and retrieved using the parent Custom Form Type’s unique name instead of its ID.

PFUN-23892

CRM Integration: Introduced Visual Filters, allowing administrators to build custom conditions and filters more intuitively and efficiently without the need for extensive code.

PFUN-24321

The Notification API now supports the SYSTEM_NOTIFICATION topic with a validity period, enabling the creation of notification banner via the REST API.

PFUN-25251

MariaDB is not supported from version 15.0. In the XML configuration file, the following settings are now ignored because they should never be modified and can be fully inferred or hardcoded internally: hibernate.dialect, hibernate.connection.provider_class, hibernate.id.new_generator_mappings, hibernate.current_session_context_class. The following setting is optional, it can be inferred but in integration tests we want to customize it: hibernate.connection.driver_class. The following settings have been removed: databaseSpecific.bytesPerCharacter and databaseSpecific.keyLimitBytes used previously for bulk loading, janitor.updateForeignKeysToCascade, mariadbStrictStringsComparisonEnabled. The loaddata and loaddata.file endpoints option maxJoinFieldsLengths is now ignored as it only made sense on MariaDB.

PFUN-26460

Ember-related feature flags have been removed. Since version 15.0, only React version of CLIC modules is available.

PFUN-27146

When using Load data or Load data files endpoint for CRCP, all requests/files will be processed in sequence. For each CRCS in CRCP (as part of 1 request/file) is created 1 Job. So, if there is 100 rows and 10 are for CRCS with id 1, 80 for id 2 and 10 for id 3, there will be 3 Jobs for processing CRCP items created.

When running CRL for more processes the Jobs are processed sequentially. Result of each Job is 1 or more Jobs for processing CRCP items are created.

Jobs for processing CRCP items can be run in parallel.

Order of CRCP items in Job is important and thus they are processed in order they were inserted.

PFUN-27327

Model Object: The dashboard logic can now access inputs, configurator entries, and results across all tabs within a step. setTab() and withTab() methods were introduced.

PFUN-27832

Formula Designer: The code generator was replaced with version 2.0.

PFUN-28413

Versioning functionality was integrated into Formula Designer.

PFUN-28549

Pricefx now uses Citus version 13. See Citus Database on AWS.

PFUN-28637

New query parameter withLineIds can be used with the clicmanager.folderstats endpoint. If set to true, returns a list of line item IDs inside the folders instead of their count.

PFUN-28659

CRM Integration: Added a result preview feature to the Visual Filter page, allowing users to see how filter changes affect CLIC module tables in real time.

PFUN-28727

The response of the workflowsmanager.fetchdetailsviaapprovable endpoint now contains also the workflow’s typedId.

PFUN-29055

QueryAPI: Window functions have been implemented.

PFUN-29240

Possibility to define a different color for each segment of the range slider. Use the SliderInputBuilder method setColour.

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Pricefx version 17.0