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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.

4.2.1+1

2022-12-02

This is a UI-only release updating the following dependencies:

Component Version
ActiveUI 5.0.18
Accelerator-sdk 5.0.13
signoff-sdk 4.2.1-acc-sdk-5.0.13

note

No server-side changes were made. See the Sign-Off 4.2.1 release notes below for the latest server-side distribution files.

To download the Sign-Off 4.2.1+1 UI-only distribution file, click here.

Known issues

Issue Key Details
SO-377 Tasks with a multi-hierarchy cannot be copied or edited.
SO-387 Category dropdown in Toolbox will repeat categories if tasks were created on different cubes.
SO-391 Interaction with the Sign-Off Toolbox occasionally results in an infinite loop of query cancellations in the Sign-Off back-end. This happens most frequently when using a dashboard with several tabs, each containing a Sign-Off Toolbox.

4.2.1

2022-09-30

Download the distribution files here

You can download the following zipped distribution files:

  • UI source code
  • UI build that does not require an installation and can be directly deployed.
  • Source files that can be used to build the module.
  • Maven repository required to build the project and run the tests. The ActiveViam 5.10.10 Maven repository files have been removed from this zip, so you’ll need to download them separately. Click here to locate them.
  • Offline documentation that can be served by the module.

Summary

  • Renaming MRA to MR: The MRA accelerator is renamed to ‘MR’ from version 4.0.0 onwards. The configuration of the sign-off application is modified accordingly.
  • Upgrade to accelerator-sdk 5.0.10

Known issues

Issue Key Details
SO-377 Tasks with a multi-hierarchy cannot be copied or edited.
SO-387 Category dropdown in Toolbox will repeat categories if tasks were created on different cubes.
SO-391 Interaction with the Sign-Off Toolbox occasionally results in an infinite loop of query cancellations in the Sign-Off back-end. This happens most frequently when using a dashboard with several tabs, each containing a Sign-Off Toolbox.

Dependency versions

Component Version
ActivePivot 5.10.10
ActiveUI 5.0.14
Java JDK11
accelerator-sdk 5.0.10
signoff-ext 1.5.0

Modified

Issue Key Details
SO-406 Rename occurrences of ‘MRA’ to ‘MR’

4.2.0

2022-07-20

Download the distribution files here

You can download the following zipped distribution files:

  • UI source code
  • UI build that does not require an installation and can be directly deployed.
  • Source files that can be used to build the module.
  • Maven repository required to build the project and run the tests. The ActiveViam 5.10.10 Maven repository files have been removed from this zip, so you’ll need to download them separately. Click here to locate them.
  • Offline documentation that can be served by the module.

Summary

  • Support for multiple hierarchies and levels in Sign-Off scope: When specifying the scope of the Sign-Off tasks, you can now add multiple levels, and any level depth within a given hierarchy. See Multiple / Parent-Child scopes for details.
  • Refactoring of Sign-Off and Adjustment components : Sign-Off and Adjustment components have been pulled out of the workflow-core module and moved into the signoff-activeviam module. See SignOff and Adjustment Refactoring for migration guide and detailed changes.

Known issues

Issue Key Details
SO-377 Tasks with a multi-hierarchy cannot be copied or edited.
SO-387 Category dropdown in Toolbox will repeat categories if tasks were created on different cubes.
SO-391 Interaction with the Sign-Off Toolbox occasionally results in an infinite loop of query cancellations in the Sign-Off back-end. This happens most frequently when using a dashboard with several tabs, each containing a Sign-Off Toolbox.

Dependency versions

Component Version
ActivePivot 5.10.10
ActiveUI 5.0.14
Java JDK11
accelerator-sdk 5.0.9
signoff-ext 1.5.0

Added

Issue Key Details
SO-368 Task Drawer supports multiple hierarchies and Parent Child hierarchies when creating a Task.
SO-385 workflowStatus level has been added to the Adjustments Table widget’s MDX.

Fixed

Issue Key Details
SO-378 Fixed bug where the incorrect endpoint was called for getting supported adjustments for a given measure value.
SO-379 Fixed bug where adding a widget without a query to a dashboard caused the UI to crash.
SO-383 Fixed bug where tasks could be created with an empty scope.
SO-388 Made the operator for Parent-Child hierarchies all caps, renaming Equals to EQUALS.
SO-389 Fixed bug where selecting tasks resulted in MDX Exceptions in the Toolbox widget, that have not been initialized.

4.1.1

2022-03-04

To access the distribution folder, click here.

You can download the following zipped distribution files:

  • UI source code
  • UI build that does not require an installation and can be directly deployed.
  • Source files that can be used to build the module.
  • 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.
  • Offline documentation that can be served by the module.

Summary

  • Support for top-of-house sign-off tasks : In previous versions of the Sign-Off Module, non-empty filters were mandatory in sign-off tasks. Empty filters are now supported to allow the sign-off of data for a whole business day.

Known issues

None.

Dependency versions

Component Version
ActivePivot 5.10.6
ActiveUI 5.0.7
Java JDK11
accelerator-sdk 5.0.3
signoff-ext 1.5.0

Added

Issue Key Details
[SO-354] Handling of top-of-house sign-off tasks (support for empty scope).
[SO-362] A DTO for detailed export status has been added in the process instance REST service

Fixed

Issue Key Details
[SO-350] An error was displayed in the UI if a table was built after a sign-off task is selected.
[SO-357] Sign-off toolbox widget failed in dashboards with non-NDX widgets.
[SO-242] The SignOffProcessEventHandlers class was removed by mistake in previous versions and has been put back into the code.

4.1.0

2022-02-02

To access the distribution folder, click here.

Or, to download the distribution files individually, click the links below:

Summary

  • Additional parameter in DTO used for input fields in adjustments: A “main” flag is now available to set an input field as a main field. This flag is used by the UI to render the input field in the correct place in the adjustments window.
  • Fix issue with multiple inputs in adjustments pop-over: In Sign-Off version 4.0.0, the adjustments pop-over did not handle multiple inputs properly. This has been fixed.

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
signoff-ext 1.5.0

Changed

Issue Key Details
[SO-344] A “main” flag is now available to set an input field as a main field in supported adjustments. This flag is used by the UI to render the input field in the correct place in the adjustments window.
[BAS-942] To save space, it is now possible to hide workflow buttons in the Sign-off Toolbox instead of disabling them

Fixed

Issue Key Details
[SO-340] Sign-off UI now handles multiple input values in adjustments popover

4.0.0

2022-01-07

To access the distribution folder, click here.

Or, to download the distribution files individually, click the links below:

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 5.0.6
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:

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:

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.