Changelog
For user-facing changes, refer to the What’s New
page.
For information on upgrading from previous versions, see the Sign-Off Module Migration Notes
Note on issue keys
Each update is referenced with an issue key which is an internal reference. You can quote this to ActiveViam support if you have any questions about an item listed below.
4.0.0+1
2022-01-27
note
The Sign-Off Module 4.0.0+1 release is a UI only release, and no server-side changes were made. See the Sign-Off Module 4.0.0 release notes below for the latest server-side distribution files.
To download the Sign-Off Module 4.0.0+1 UI-only distribution file, click here.
Summary
- Update 2022-01-27: Technical upgrade to ActiveUI 5.0.7 to integrate bug fixes. See ActiveUI release notes
4.0.0
2022-01-07
To access the distribution folder, click here.
Or, to download the distribution files individually, click the links below:
- A zip of the UI source code
- A zip of the UI build- build that does not require an installation and can be directly deployed.
- A zip of the source files that can be used to build the module.
- A zip of the maven repository required to build the project and run the tests. The ActiveViam 5.10.6 Maven repository files have been removed from this zip, so you’ll need to download them separately. Click here to locate them.
- A zip of the offline documentation that can be served by the module.
Summary
-
Upgrade to ActivePivot 5.10.6
-
Upgrade to ActiveUI 5.0.6
-
Improvements in the way sample workflows are defined Activiti signals are no longer used; the roll-back action is now used instead. User tasks have been added for adjustment operations (requests for adjustment creation and deletion) to use Activiti for the permissioning of these operations instead of logic coded in Java.
-
Adjustments: the deletion of individual adjustments can now be requested. Previously, adjustments could only be deleted in bulk when a signal was triggered.
-
Sign-off UI: Sign-off UI was migrated to ActiveUI5 and Ant Design 4. This brings a number of improvements to the performance and user experience. Configuration of the application is relatively unchanged - users can change the settings if there is a need to configure workflows or anything else. Additionally, the Sign-Off UI now uses a Module Federated application which makes upgrades easier.
-
Renaming of module: the signoff-core module has been renamed workflow-core.
Known issues
| Issue Key | Details |
|---|---|
| [SO-311] | Definition table selection doesn’t work if the widget is not full size |
| [SO-312] | Occasionally, toolbox does not update when workflow action is performed |
Dependency versions
| Component | Version |
|---|---|
| ActivePivot | 5.10.6 |
| ActiveUI | 5.0.7 |
| Java | JDK11 |
| accelerator-sdk | 5.0.3 |
Added
| Issue Key | Details |
|---|---|
| [SO-212] | Add possibility to delete individual adjustments |
| [SO-314] | Task dropdown is now filtered on task validity dates for selected asOfDate |
Changed
| Issue Key | Details |
|---|---|
| [SO-208] | Improvements in sample Activiti workflows: add service tasks for adjustment operations and remove signals to use regular sequence flows instead. |
| [SO-290] | Upgrade JUnit 5 and ActivePivot 5.10 |
| [SO-323] | Simplified index.js file and removed defaultPlugins.js file. Now all plugins come from accelerator SDK and AUI SDK. The custom ones are defined in index.js file |
| [SO-332] | Rename module signoff-core to workflow-core |
| [SO-329] | Make error messages sent by RESTful services more consistent so that they can be better handled in the UI |
Fixed
| Issue Key | Details |
|---|---|
| [SO-325] | Export errors are now giving correct messages |
| [SO-319] | Toolbox notifies if no tasks are uploaded or no categories are published |
| [SO-322] | Data model loading issue is now fixed. It will no longer give an error on loading a dashboard directly from URL |
| [SO-316] | Latest snapshot time is now changing to the latest snapshot/rollback timestamp in the toolbox |
4.0.0 Alpha
2021-12-10
To access the distribution folder, click here.
Or, to download the distribution files individually, click the links below:
- A zip of the ui - we recommend building with a frozen lockfile. Both a lockfile for npm and yarn can be found in the lockfiles folder.
- A zip of the source files that can be used to build the module.
- A zip of the maven repository required to build the project and run the tests. The ActiveViam 5.10.6 Maven repository files have been removed from this zip, so you’ll need to download them separately. Click here to locate them.
- A zip of the offline documentation that can be served by the accelerator.
Summary
-
Upgrade to ActivePivot 5.10.6
-
Improvements in the way sample workflows are defined Activiti signals are no longer used; the roll-back action is now used instead. User tasks have been added for adjustment operations (requests for adjustment creation and deletion) to use Activiti for the permissioning of these operations instead of logic coded in Java.
-
Adjustments: the deletion of individual adjustments can now be requested. Previously, adjustments could only be deleted in bulk when a signal was triggered.
-
Sign-off UI: Sign-off UI was migrated to ActiveUI5 and Ant Design 4. This brings a number of improvements to the performance and user experience. Configuration of the application is relatively unchanged - users can change the settings if there is a need to configure workflows or anything else. Additionally, the Sign-Off UI now uses a Module Federated application which makes upgrades easier.
Known issues
| Issue Key | Details |
|---|---|
| [SO-311] | Definition table selection doesn’t work if the widget is not full size |
| [SO-312] | Occasionally, toolbox does not update when workflow action is performed |
Dependency versions
| Component | Version |
|---|---|
| ActivePivot | 5.10.6 |
| ActiveUI | 5.0.5 |
| Java | JDK11 |
| accelerator-sdk | 4.1.2 |
Added
| Issue Key | Details |
|---|---|
| [SO-212] | Add possibility to delete individual adjustments |
Changed
| Issue Key | Details |
|---|---|
| [SO-208] | Improvements in sample Activiti workflows: add service tasks for adjustments operations and remove signals to use regular sequence flows instead. |
| [SO-290] | Upgrade JUnit 5 and ActivePivot 5.10 |
Fixed
None
3.1
2021-08-13
Distribution files
To access the distribution folder, click here.
Or, to download the distribution files individually, click the links below:
- A zip of the ui - we recommend building with a frozen lockfile. Both a lockfile for npm and yarn can be found in the lockfiles folder.
- A zip of the source files that can be used to build the module.
- A zip of the maven repository required to build the project and run the tests. The ActiveViam 5.9.6 Maven repository files have been removed from this zip, so you’ll need to download them separately. Click here to locate them.
- A zip of the offline documentation that can be served by the accelerator.
Summary
- Recurring adjustments : Recurring adjustments are now loaded when a sign-off task is initiated.
- Roll-back feature : During the execution of a sign-off workflow, it is now possible to go back to the initiate state from any point in the workflow.
- Datastore/cubes: Two new hierarchies have been added to the adjustments executions cube: [validFrom] and [validTo], to provide the validity period of the corresponding adjustments definitions.
Known issues
| Issue Key | Details |
|---|---|
| [SO-153] | Cube level adjustments can only now be done on specific table (example in Adjustments bookmarks) |
| [SO-155] | In bookmarks, storytelling won’t work if ID of target bookmark changes |
| [SO-157] | Adjustments on scope for tasks that cover more than two desks won’t work directly |
| [SO-201] | In the UI, there is no notification if the execution of an adjustment is not allowed of its execution fails |
Dependency versions
| Component | Version |
|---|---|
| ActivePivot | 5.9.6 |
| ActiveUI | 4.3.17 |
| Java | JDK11 |
| accelerator-sdk | 4.1.2 |
Added
| Issue Key | Details |
|---|---|
| [SO-184] | Add valid from and valid to dates in adjustment executions cube |
| [SO-173] | Invoke discard mechanism in application server for roll-back |
Changed
| Issue Key | Details |
|---|---|
| [SO-130] | Handle re-initialisation of sign-off task after workflow is completed |
| [SO-183] | Prevent adjustments from being executed before a snapshot of the sign-off task is taken |
Fixed
| Issue Key | Details |
|---|---|
| [SO-158] | Adjustment status hierarchy has to be on rows in Adjustments dashboard |
3.1.0 Alpha
2021-07-09
Download the distribution files here
Summary
- Support for adjustments: The support for adjustments has been extended to handle the persistence and audit trail of adjustment definitions and adjustment executions.
- Database: New tables have been added to the Application database and to the Audit log database for the support of adjustments.
- Datastore/cubes: New stores and new cubes have been added for the support of adjustments.
Known issues
| Issue Key | Details |
|---|---|
| [SO-158] | Adjustment status hierarchy has to be on rows in Adjustments dashboard |
| [SO-153] | Cube level adjustments can only now be done on specific table (example in Adjustments bookmarks) |
| [SO-155] | In bookmarks, storytelling won’t work if ID of target bookmark changes |
| [SO-157] | Adjustments on scope for tasks that cover more than two desks won’t work directly |
Added
| Issue Key | Details |
|---|---|
| [SO-124] | Add persistence of adjustments requests in database |
| [SO-118] | Create store for Adjustment data |
| [SO-116] | Implement status tracking for adjustments |
| [SO-114] | Create RESTful services for adjustments audit objects |
Changed
| Issue Key | Details |
|---|---|
| [SO-143] | Integrate new RESTful services to MRA sign-off service |
Features still to be implemented:
- Loading persisted adjustments
- Roll-back mechanism in sign-off workflow
3.0.0
2021-05-17
Download the distribution files here
Summary
- Upgrade of the Sign-Off Module to ActivePivot 5.9.6.
- First version of adjustments implementation: a first version of the adjustments support has been implemented in the Sign-Off Module.
- Support for multiple application servers: a server name field is now added to the definition of sign-off tasks to support interaction with more than one application server.
Added
| Issue Key | Details |
|---|---|
| [SO-57] | REST services to support adjustments operations have been added. |
Changed
| Issue Key | Details |
|---|---|
| [PST-658] | The Sign-Off Module has been upgraded to ActivePivot 5.9.6. |
| [SO-33] | Support for multiple application servers is now available. |
| [SO-57] | REST services to support adjustments operations have been added. |
| [SO-63] | Auditing objects for the adjustments execution requests have been created in the audit trail mechanism. |
| [SO-93] | The method datastoreService() has been renamed to cacheService() in classes AKeyedObjectWorkflowService and ABitemporalObjectWorkflowService. |
Fixed
| Issue Key | Details |
|---|---|
| [SO-57] | Fix duplicated pop-up notifications for user actions. |
| [SO-100] | Fix unchecked exception when process definitions are created. |
Known issues
Bugs
| Issue Key | Details |
|---|---|
| [SO-106] | UI link to documentation is broken. |
| [SO-20] | The Sign-off Toolbox does not change to slicing date after the previous asOfDate filter is removed. |
| The Compute action to compute difference, average, and sum for selected columns is not working, due to the upgrade to ActiveUI 4.3.13. This will be fixed in the next release. As a workaround, create calculated measures manually. |
2.3.0
2021-03-15
Download the distribution files here
Summary
- Repackaging of modules: The Sign-Off Module has been repackaged to make its customization easier. A new Maven module signoff-activeviam has been created and the Maven module signoff-activiti has been removed; its code put in the signoff-core, signoff-activeviam and sign-off starter modules.
Changed
| Issue Key | Details |
|---|---|
| [SO-22] | The Sign-Off Module has been repackaged to make its customization easier. * The new Maven module signoff-activeviam has been created: it contains configuration classes and abstract classes needed for the definition of the datastore used in the Sign-Off Module * The module signoff-activiti has been removed: the code that was present in that module has been put into the signoff-core and signoff-starter modules. |
Fixed
None
Known issues
Bugs
| Issue Key | Details |
|---|---|
| [SO-20] | The Sign-off Toolbox does not change to slicing date after the previous asOfDate filter is removed. |
| The Compute action to compute difference, average, and sum for selected columns is not working, due to the upgrade to ActiveUI 4.3.13. This will be fixed in the next release. As a workaround, create calculated measures manually. |
2.2.0
2021-01-29
Download the distribution files here
Summary
- Database transactions: primary key collisions in tables for history objects have been fixed
- Upgrade of ActivePivot version to AP5.8.15-jdk8 or AP5.8.15-jdk11
- Upgrade of ActiveUI version to 4.3.13 and of Accelerator SDK to 3.3.0
Changed
| Issue Key | Details |
|---|---|
| [SO‑22] | For historical records (records that extend the abstract class AHistoryRecordEntity), the primary key has been changed: it now uses the new HistoryRecordId class as implementation of the primary key. |
Fixed
| Issue Key | Details |
|---|---|
| [SO-19] | Primary key collisions in tables for history objects have been fixed. Unit tests that could fail intermittently now pass. |
Known issues
Bugs
| Issue Key | Details |
|---|---|
| [SO-20] | The Sign-off Toolbox does not change to slicing date after the previous asOfDate filter is removed. |
| The Compute action to compute difference, average, and sum for selected columns is not working, due to the upgrade to ActiveUI 4.3.13. This will be fixed in the next release. As a workaround, create calculated measures manually. |
2.1.0
2020-12-11
Download the distribution files here
Summary
- Fixed UI bugs: Some UI bugs in the sign-off widgets have been fixed.
- sign-intf artifact: The artifact sign-intf that contains the DTO classes needed for the communication between the Sign-Off module and the application server was omitted from the code delivery in the previous release. It is now present in the delivered code.
- Sample workflow with KPIs: A sample workflow with KPIs for automated validation of sign-off tasks has been added.
- Database transactions: The isolation of database transactions has been improved.
Added
| Issue Key | Details |
|---|---|
| [SO-14] | Add transaction boundary on database DAO. |
| [SO-10] | Add a sample workflow with automated approval at initiation when the KPIs associated to a sign-off task all have a status of “1” (i.e. the status of the KPI is green). |
| [PST-634] | Sign-off is now available for the previous asOfDates (Change it using content editor). |
Changed
| Issue Key | Details |
|---|---|
| [SO-16] | Won’t show the tasks that are not valid for selected asOfDate in the dropdown in Sign-off Toolbox widget. |
| [SO-15] | It now shows only one message in the top-right corner indicating the task name and the status of operation (success, etc.) |
| [SO-7] | Sign-off Toolbox now updates in real-time in multiple browsers without the need to refresh the page or reselect the task. |
| [PST-635] | It now checks after any updates are performed on the table to update the state of the button. |
Known issues
Limitations
| Issue Key | Details |
|---|---|
| [SO-19] | The synchronisation of transactions between the application database, the audit log database and the Activiti database needs to be improved. With the current implementation of database transactions, some unit tests might fail intermittently due to the fact that the successive operations performed in those tests are done within a very short time frame. |
Bugs
| Issue Key | Details |
|---|---|
| [SO-20] | Sign-off Toolbox does not change to slicing date after previous asOfDate filter is removed. |
2.0.0
2020-11-18
Download the distribution files here
Summary
- Rewrite of sign-off module: The Sign-Off Module has been rewritten from scratch with a new architecture. The sign-off back end is now a standalone component and the sign-off UI has been put into its own SDK.
- sign-intf artifact: A new artifact has been created: sign-intf. It contains the DTO classes needed for the communication between the Sign-Off module and the MRA.
- Activiti: Activiti is now used to handle sign-off workflows.
- Audit log: The audit log has been rewritten to be as close as possible to the operations performed via Activiti.
Added
| Issue Key | Details |
|---|---|
| [PST-616] | Create signoff-intf artifact that contains the DTO classes used for the communication between the sign-off server and the MRA |
| [PST-613] | Release Market Risk / Product Control combined UI 1.0.0 |
| [PST-611] | Release Product Control UI 1.0.0 |
| [PST-580] | Implement UI component to track the status of the export of the sign-off tasks |
| [PST-551] | Implement feature to do a bulk CSV upload of sign-off tasks definitions |
| [PST-550] | Implement a UI component to display an audit trail time line |
| [PST-509] | Implement UI component for the display of sign-off task information |
| [PST-520] | Implement uploading CSV files of sign-off tasks in sign-off server |
Changed
| Issue Key | Details |
|---|---|
| [PST-608] | The Sign-off Application now uses ActivePivot 5.8.14 |
| [PST-568] | Use typescript for Sign-Off SDK |
| [PST-567] | Convert Sign-off React class components to functional components |
| [PST-550] | Implement a UI component to display an audit trail time line |
| [PST-518] | Improve design for sign-off widgets |
Removed
| Issue Key | Details |
|---|---|
| [PST-589] | Remove code from old sign-off in sign-off server |
Security
| Issue Key | Details |
|---|---|
| [PST-522] | Handle user permissions for operations on workflows |
Known issues
Limitations
| Issue Key | Details |
|---|---|
| [PST-634] | Sign-off is only possible for the latest asOfDate. (Sign-off for previous dates will be added to the next release.) |
Bugs
| Issue Key | Details |
|---|---|
| [PST-635] | Instability sometimes occurs if no sign-off tasks are selected in the Sign-off Tasks Definition widget, clicking the action button (Archive/Delete/Publish) picks up the latest selected sign-off task and causes an error. |