This is the documentation for Paper Plane 11.0.
Documentation for the upcoming version Clover Club 12.0 can be found here.

Hurricane 9.1.0

 

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

Version

Unity Hurricane 9.1.0

Release date

August 28, 2022

Release type

Minor

In this document:

Improvements

Description

ID

Description

ID

For users with the Investigate for Support role, action buttons are hidden in Logics and User Admin pages. In logic detail, a read-only Groovy editor is provided.

PFUN-10238

Tables: Administrators can set the default number of items displayed per page (50, 300, 500) for the whole partition in System Configuration.

PFUN-10420

Tables: Users can set the default number of items displayed per page (50, 300, 500) in User Settings. This setting has higher priority than the partition-wide setting made by admin.

PFUN-10428

Rebate Records: The data table in the record's detail view Datamart Viewer can be exported also to the XLSX format.

PFUN-11669

A confirmation message is displayed after an approved Rebate Record or a Compensation Record is revoked by the user.

PFUN-12716

Workflow: The Approve and Deny buttons are displayed only if the user can is entitled to perform the action – i.e., when the user is either the required approver or a member of the required user group.

PFUN-13279

Custom Forms can now be embedded also in Rebate Agreements.

PFUN-14032

Optimization: Lookup tables created by PO Models are listed on the Tables page, in the Parameter Tables tab.

PFUN-14374

The label of the Create New button for creating a new standalone Custom Form includes the name of the Custom Form Type.

PFUN-14443

OE Glassbox: Some improvements have been made to violin charts (NaN values no longer in the tooltips, tootips include the number of VFs per quartile, violins replaced by whiskers box or jitter boxplots).

PFUN-14861

Improved (and unified) filtering of Quotes, Agreements/Promotions and Rebate Agreements in CRM integrations.

PFUN-14915

Interceptor API: The new method setDisabledButtons disables header and action buttons in the UI.

PFUN-14943

Interceptor API: The new method addHeaderInput adds a new input to Quote header.

PFUN-15056

Interceptor API: The new method setDisabledButtons disables CLIC detail buttons in the header/items tabs.

PFUN-15066

Seller and SellerGroup methods have been added to InputBuilderFactory. The api.seller() method is also now available.

PFUN-15172

Dashboard portlets with their size set by Groovy logic will be displayed side by side if they can fit in the screen width.

PFUN-15195

For matrix Price Parameters with only one key, you are now allowed to search also by ‘key1’ field (not just ‘name’) in the Filter. This applies to methods api.findLookupTableValues(), api.find(), api.namedEntities(), api.vLookup(), api.stream().

PFUN-15235

The typedId can be used in the api.find/api.stream filers. UI field unique names can be used in api.find/api.stream filers instead of database field names which are often different and difficult for a configuration engineer to find out.

PFUN-15366

The name of the CRM configuration file is now displayed in User Settings, Unity section.

PFUN-15374

The default position of the right-hand side panel on the detail page of Quotes, Compensation Plans and Rebate Agreements (React version) can be determined in the JSON definition. Users are then able to manually change its position in the UI (Set Panel option).

PFUN-15409

All drop-down lists in the Analytics module are now searchable.

PFUN-15471, 15477

Master Data: The Category drop-down list in Product, Customer and Seller Extensions is now searchable.

PFUN-15481

Model Objects: An Upload button has been added above the table with attached files as a complementary option to drag & drop.

PFUN-15507

Document detail page: The tabs of the Details & Settings side panel can be displayed all at a time, next to each other if there is enough space on the screen.

PFUN-15546

The default size of portlets on the Home page has been increased. All the displayed portlets also have the same size.

PFUN-15563

Deep links in workflow emails now support opening a specific matrix Price Grid Item (XPGI).

PFUN-15571

External Applications item has been added to the Module menu. It will list external apps defined in Advanced Configuration Options. The menu is visible only to users with a specific business role.

PFUN-15610, 16294

Embedded Custom Forms can be added to Sales Compensations.

PFUN-15659

The Hide Column menu option is available also on React detail pages.

PFUN-15800

Header titles in tables are styled as per the system, not by custom HTML using <br> tags.

PFUN-15878

A JSON API endpoint ".../kvservice.describetable/<table name>" has been added to allow retrieval of characteristics of previously generated tables in the KV store.

PFUN-15881

Configuration wizards can be embedded in standalone Custom Forms.

PFUN-15883

Deep links to Custom Forms are possible with customFormsPage as targetPage parameter value.

PFUN-15904

Custom Form Header logic supports the setRenderInfo method that you can use to hide buttons in a Custom Form.

PFUN-15963

Deep links are supported for Seller and Custom Form Type pages (sellersPage, customFormTypesPage).

PFUN-15965

Charts: The expression editor is collapsed by default in the Add to Dashboard dialog.

PFUN-16014

In Unity, you can now see the Summary for multiple selected Price Lists.

PFUN-16136

A basic set of intercepted methods for Sales Compensations has been added.

PFUN-16239

Calculation logic related to a Rebate/Compensation Record is displayed in the Logic column also after a Record is submitted, withdrawn, denied or approved.

PFUN-16340

Bug Fixes

Description

ID

Description

ID

Quotes: In product selector, when using the Tab key to jump from filter to filter over columns, the column header section is moving but the content of the table is not. Fixed in React.

PFUN-7326

Product Detail View: Comment History portlet is always enabled although the option "Active Comment History" is turned off in General Settings.

PFUN-7340

ApprovalRequiredForm.html template does not read workflow.dataMap object.

PFUN-10371

In Unity, the integer columns of Price Lists are not listed in the drop-down of Summary Options in Price List Summary view.

PFUN-10981

DMQueryServiceImpl $ ScrollableResult2StreamResultConsumer "close" log flooding on rs-qa AWS.

PFUN-11116

Dashboards: The Undo button in configurator does not take the user to the previous step.

PFUN-11219

Product Picker: Unable to load saved Preference in Show Definition/Add Products modal.

PFUN-12747

Product Extension's attributes are not displayed in Calculated Field Set’s advance filter.

PFUN-12823

Unity UI does not display error when user changes column name to an existing one.

PFUN-12833

LPG Summary does not work when using label translations in the logic.

PFUN-13241

When using api.multiTierEntry() or any version of InputType.MULTITIERENTRY, the validation wrongly indicates an invalid value.

PFUN-13605

Rebates (React): Rebate Records are not generated when new revision is created and submitted without any changes.

PFUN-13816

Default preferences are not automatically applied to Product picker when creating new Price List in Unity.

PFUN-13914

Price Setting Simulations: Error appears when creating Summary with some Item Criteria.

PFUN-13926

Popup Configurator: Clear button does not work for Datetime inputs.

PFUN-13947

Deal Plans: An un-clickable link "View Details" is displayed in the Driver detail dialog.

PFUN-13958

Quoting: Configurator with product selection does not work in React version.

PFUN-13961

Default inputs are not created when a product is added to Quote.

PFUN-14096

Dashboard: Labels of hidden inputs are visible.

PFUN-14266

After running a Data Load which returns an ‘Error’ status, any further user action (e.g., save, delete) fails.

PFUN-14355

Quick filters are missing in the Model Classes table.

PFUN-14539

When the user input method parsableInputFile is used, the name of the uploaded file is not displayed.

PFUN-14550

System portlet "Products" doesn't show attribute fields in PGI detail view.

PFUN-14595

Evaluation in Optimization model should not be automatically triggered.

PFUN-14621

Price List > Product Details: Product ID containing "/" causes issues and no results are shown in Competition portlet.

PFUN-14633

Price List: Submit comment option is no longer available.

PFUN-14634

Model Object: Last modified step is lost when closing browser without calculating.

PFUN-14706

Rebate Records: Filtering by typedId is causing issues in the UI. Fix: Quick filter removed for the typedId column in Rebate Record and Compensation Record tables.

PFUN-14947

Model Object: Remove irrelevant “Ready” status and “Status History” button from the tables page.

PFUN-15042

Memory leak when creating a contract revision using a Calculation Flow.

PFUN-15058

Model Object: Workflow email template is missing the information about who created the MO which causes an error when the model is approved.

PFUN-15126

Rename & Customize Column: "false" is displayed by default in Extra Styling.

PFUN-15168

Product attribute column labels are not shown when opening the Product master screen for the first time.

PFUN-15189

Configuration > Data Export: Child checkboxes are not checked automatically when clicking the parent checkbox in Include Data.

PFUN-15224

Calculation Flows: An error in CF configuration stops the execution of the whole CF Processor (i.e., for all next CF items).

PFUN-15233

PA Chart > Bar & Line: After formatting a measure field, '∞' is displayed in the data table.

PFUN-15320

Workflow: When selecting filtering by "Created by Admin", an error is displayed. Fix: Filtering for this column was disabled as it is not supported.

PFUN-15334

Model Object: UI should always open on the current step.

PFUN-15335

Price Lists: It takes a long time (90s) to render Calculation Results.

PFUN-15394

Quote Header Logic: quoteProcessor.quoteview().createDate returns current datetime instead of the creation date.

PFUN-15401

User is able to submit Agreement/Promotion or Rebate Agreement without required header info.

PFUN-15414

Quoting, Agreements & Promotions, Rebates: Mass editing does not work for configurators.

PFUN-15427

Labels of document export subitems (export to Excel, Word, PDF) are not configurable in Internationalization. Fix: Subitems have been added (sfdc_export_pdf, sfdc_export_docx, sfdc_export_xlsx).

PFUN-15437

Charts > Custom formatting: Table formatting is lost after in-line editing.

PFUN-15445

Workflow type "customform" is not supported by API formulamanager.testexec.

PFUN-15462

Price List: When creating a revision, "Use filter criteria" check box should be hidden if the original Price List has no the filter criteria set anymore.

PFUN-15464

When creating new object (e.g., Quote, Rebate), the header logic is invoked twice (2x prephase, 2x postphase) but api.isSyntaxCheck() always returns false.

PFUN-15487

CFO: Nested inputs created by InputBuilderFactory are not supported.

PFUN-15510

Quotes (React): Configurator does not work on Custom header.

PFUN-15560

Rebate Agreements: Attribute extension columns created in React do not show in Ember.

PFUN-15667

Quick filter expressions do not work in React Agreement/Promotion detail.

PFUN-15673

Model Objects: Tabs should not be refreshed on save.

PFUN-15686

Mass editing of multiple attributes is not available in Data Manager tables.

PFUN-15703

Price List Summary: Missing validation for saving Summary dialog.

PFUN-15705

Model Object / Class: Options in drop-down lists should be sorted alphabetically.

PFUN-15719

Quote with configurator ends with "New version exists on the server" error when recalculated.

PFUN-15721

Displaying a Chart in a Dashboard requires extra permissions but works in Classic.

PFUN-15722

Changing a PP of type MATRIX to a Value Type with more columns (e.g., MATRIX2 → MATRIX4) in the modal window doesn’t trigger a dialog asking for the default value of the new columns.

PFUN-15734

Model Object: Automatic refresh of Calculation Tracking page should not change the layout.

PFUN-15749

Model Object: Job Details of a calculation should show the job name as well as the JST ID.

PFUN-15764

Seller Extensions: Null/undefined is displayed in Seller input if Seller Extension does not have a label.

PFUN-15765

Created By, Updated By, User Group fields: Broken full-text search for quick and advanced filters.

PFUN-15789

Passing datamart input builder displays [Object object] instead of something meaningful.

PFUN-15798

Users without admin rights cannot define new attribute extensions for Agreements & Promotions in React UI.

PFUN-15807

Rebates (Condition Types): Typing 'Name' in Select Column field of Advanced Filter (or use this column in a multi-level sort) returns unexpected results.

PFUN-15818

Sales Compensations: Link to previous revision is missing in the Detail & Settings side panel.

PFUN-15822

The roles Manage Model Objects and Manage Model Classes/Objects lack the permission to fetch workflow logics which causes an error when they open the Model Classes list page.

PFUN-15862

When a user with the Manage Model Objects role tries to add a row to a model lookup table, they get a Not Authorized error even though they should be allowed to do it.

PFUN-15863

Disabling/hiding the Start CW button by setRenderInfo is not working.

PFUN-15864

Quote header logic: Grouping of input parameters does not work in React.

PFUN-15865

Rebate Agreement item change is not saved properly after being submitted then closed and reopened.

PFUN-15870

Product/Customer Query Chart Definition, Rebate Chart Definition: Wrong validation (numbers are not allowed as Label) in Unity. Fix: Message clearly states that he first character of the label cannot be a number.

PFUN-15877

Rebate and Compensation Records: Wrong workflow displayed in the Workflow dialog before submitting.

PFUN-15899

Compensation Records: Customer/Product Group data are not included in Excel export.

PFUN-15901

Rebate and Compensation Records: Wrong workflow displayed in the Workflow dialog after mass submitting.

PFUN-15902

Model Object: Filter tree is limited to 500 nodes. Fix: A new configuration formulaEngine.script.maxInstancesOverrides in the cluster/node config was added to allow to specify max instance limits.

PFUN-15913

Quote Configurator intermittently switching to non-React framework causing page to render differently and making buttons disappear.

PFUN-15914

React Quote Items: Data gets overwritten when a multiple selection is performed.

PFUN-15999

Rebate Agreements (React): Header system fields are visible despite being set as hidden by logic.

PFUN-16000

Hook Event should be triggered when workflow has withAutoConvertToDeal set as true.

PFUN-16008

Compensation Records added in generateCompensationRecords context don't inherit Compensation Plan line item inputs.

PFUN-16022

Automatic type conversion does not trigger when type is defined in closure parameter.

PFUN-16039

Rollups: The row counter displays an incorrect number.

PFUN-16113, 13841

Rebate Agreements (React): Creation workflow exception message configured in the workflow logic is not displayed in the UI.

PFUN-16154

Model Objects: Unexpected type error when calling api.model().

PFUN-16164

Function ConfiguratorEntry.createParameter(ContextParameter ct) cannot set value.

PFUN-16165

An invalid email address may cause a flood of repetitive email messages to be sent.

PFUN-16222

Compensation Records: Empty Compensation Type is displayed in newly generated records after adding a new seller.

PFUN-16293

Incorrect default value for useReactFor when crm_config is without changes.

PFUN-16371

".collectEntries" throws error when nulls only provided.

PFUN-16412

Hot Fixes

The following hot fixes have been released for the 9.1 version:

9.1.1 PR

Description

ID

Description

ID

Data Feed cannot flush when the original data has an empty string.

PFUN-15733

The Analytics streaming query thread hangs until the timeout.

PFUN-16478

In the Agreements & Promotions module, after switching to React and adding 100 or 1000 lines by "Import items from clipboard", the final line cannot get the data.

PFUN-16583

After switching to React, the messages for yellow, red, and critical alerts are not displayed.

PFUN-16594

When you create a new quote and import data to it from a specific Excel file, there is an error.

PFUN-16595

When deployed from Pricefx Studio, a distributed Data Load will create multiple CalcItem PPs, all named DistributedCalculation[<DL.id>].

PFUN-16619

After a quote is submitted, it is immediately converted to Offer, there is no approval workflow generated.

PFUN-16636

When the Data Source defines the per-unit-base (QUANTITY) field and does not define a UOM field, we extend now the per-unit field values - under the assumption that the quantity is deemed to be in the Datamart's base unit of measure.

PFUN-16667

In a Model Object, it is not possible to attach files from a Python job due to model "lockdown".

PFUN-16677

Advanced Filter does not work with "is one of" filter when it filters a Product Extension field containing an apostrophe (').

PFUN-16721

9.1.2 PR

Description

ID

Description

ID

Change recommendations.recommend endpoint to work with Model Class.

PFUN-16466

Cells with alerts miss the background color.

PFUN-16799

9.1.3 PR

Description

ID

Description

ID

Groovy Sandbox API: Revert the fix for instance count.

PFUN-16841

9.1.4 PR

Description

ID

Description

ID

Reduce INFO logs in FormulaSandbox.

PFUN-16878

9.1.5 PR

Description

ID

Description

ID

Rebate revision generates new lineIDs.

PFUN-16960

 

Pricefx version 11.0