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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 Atoti Sign-Off 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.

5.2.1

2024-07-02

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.

    note

    The Atoti Server 6.0.13-sb3 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

  • Improved Adjustment executions widget: The Adjustment executions widget now supports sorting from the column headers. It also fixes a bug that prevented additional columns from having column headers.
  • Improved Task Toolbox: The Task Toolbox filters also apply to the Adjustment executions widget so you can easily see adjustments relating to a given task. A new checkbox in the Task Toolbox lets you prevent filters from being applied to the relevant widgets.
  • Audit: Including deprecated workflows in the UI settings to maintain the audit history is no longer needed.

Known issues

Issue Key Details
SO-529 Uploading tasks through the UI without a valid-to date fails.

Dependency versions

Component Version
Adjustments Services API 4.0.0
Atoti Server 6.0.13-sb3
Atoti UI 5.1.x
Common Dependencies BOM 2.0.0 (com.activeviam.apps)
Common Parent POM 2.0.0 (com.activeviam.apps)
Java JDK17
Sign-Off API 4.0.0
UI Components 5.0.40

Added

Issue Key Details
BAS-1803 Task toolbox filters are optionally applied to the dashboard.

Changed

Issue Key Details
BAS-1804 Task toolbox filters are also applied to the adjustment execution widget.
BAS-1806 The adjustment execution widget now supports sorting.
BAS-1821 The audit task information now comes from the activiti so we no longer need to maintain deprecated workflows in the UI settings.

Fixed

Issue Key Details
BAS-1808 The adjustment execution widget shows headers for non-default columns.
BAS-1848 Fixed issue where configured fields in the UI settings did not exist in all cubes.

5.2.0

2024-04-30

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.

    note

    The Atoti Server 6.0.13-sb3 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

  • Atoti Server upgrade : Atoti Sign-Off has been upgraded to Atoti Server 6.0.13-sb3.
  • Spring Boot upgrade : We have upgraded Spring Boot to version 3.2.0, which uses Spring Framework 6.
  • Common Parent POM and Common Dependencies BOM upgrade: The Common Parent POM and the Common Dependencies BOM have both been upgraded to version 2.0.0.
  • Activiti upgrade : We have upgraded Activiti to version 8.1.0 to be compatible with Spring Boot 3.
  • Improved Task Inventory : You can now download your existing tasks.
  • Improved adjustments : Review adjustments more easily with improved adjustment audit history.
  • Display custom error messages in the UI : The UI will display custom error messages if the response type is in the structure of a ProblemDetail object. For more details, see Customizing UI exceptions.
  • UI Activation : An import of react-query is required when using signoff-sdk. See UI activation for more details.

Known issues

Issue Key Details
SO-529 Uploading tasks through the UI without a valid-to date fails.

Dependency versions

Component Version
Adjustments Services API 4.0.1
Atoti Server 6.0.13-sb3
Atoti UI 5.1.x
Common Dependencies BOM 2.0.0 (com.activeviam.apps)
Common Parent POM 2.0.0 (com.activeviam.apps)
Java JDK17
Sign-Off API 4.0.1
UI Components 5.0.35

Added

Issue Key Details
BAS-1505 Added custom UI exception handling for ProblemDetail responses.
BAS-1570 Values are formatted with commas when performing an adjustment.
BAS-1686 Task definitions can now be exported to CSV.
BAS-1687 You can now select all definitions in the Sign-off Task Definitions widget.
UIACL-186 Added the filters and measures to the adjustment audit trail to help with reviewing.

Changed

Issue Key Details
BAS-1686 The Download button in the Sign-off Task Definitions widget now downloads the existing tasks rather than a template.
SO-470 Upgraded to Atoti Server 6.0.13-sb3, including Spring Boot 3.2.0.
SO-512 The analysis hierarchy members are pre-populated in the adjustment modal when used as an input.
UIACL-931 React-query is now handled as a peer dependency. See UI activation for more details.

Fixed

Issue Key Details
BAS-1625 The deserialization of the ExportStatusWithTaskIdDTO class will no longer fail due to unrecognized formats. This provides backwards compatibility with custom database values.
BAS-1687 Task definitions are now selectable in bulk.
BAS-1715 Fixed a timeout issue with the SignOffProcessDefinitionWorkflowRestController when uploading files.
SO-517 Use sanitized strings to prevent potential log injection in SignOffAdjustmentExecutionService.
SO-519 Fixed an issue where the starter jar didn’t start from the command line, by reverting to the CLASSIC loader implementation for Spring’s Nested Jar Support.

5.1.0

2023-11-30

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.

    note

    The Atoti Server 6.0.9 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

  • Re-applying adjustments : When an application server fails and restarts, previous adjustments are automatically applied for tasks that are not yet approved. Refer to the User Guide for more information.
  • Java 17 upgrade : Atoti Sign-Off is now compatible with, and requires, Java 17.
  • Atoti Server upgrade : Atoti Sign-Off has been upgraded to Atoti Server 6.0.9.
  • Spring Security upgrade : We have upgraded Spring Security to version 5.8.7 to resolve vulnerabilities and prepare for the upgrade to Spring Security 6.0 (via Spring Boot 3).
  • Audit log : Export details are now correctly included in the audit log.
  • Support for multiple members in a given level of the Sign-Off scope: When specifying the scope of the Sign-Off tasks, you can now select multiple members within a given level. Previously, only one member could be selected.
  • Unique task definition names : Task definitions must now be created with a unique name. Creating a task definition with a name that already exists in the database results in an error. Uniqueness is enforced at the point that a task definition is published. Existing task definitions are unaffected.

Known issues

None.

Dependency versions

warning

Updated 2024-04-12: This version of Atoti Sign-Off is not compatible with Atoti UI version 5.1.16 or higher.

Component Version
Adjustments Services API 2.2.0
Atoti Server 6.0.9
Atoti UI 5.1.x
Java JDK17
Sign-Off API 2.1.0
UI Components 5.0.28

Added

Issue Key Details
SO-448 When an application server fails and restarts, previous adjustments are automatically applied for tasks that are not yet approved.

Changed

Issue Key Details
SO-471 You can now select multiple members in the given level in a sign-off task’s scope.
SO-474 Reduced Sonar issues.
SO-477 Upgraded to Atoti Server 6.0.9, including Spring Security 5.8.
SO-478 Upgraded to Java 17.
SO-482 Task definitions must now be created with a unique name.

Fixed

Issue Key Details
SO-426 Fixed a bug where export details were not included in audit log.
SO-485 RestTemplates are now configured to support standard cookie spec which stops the appearance of WARN log messages when requests are made to application servers.

5.0.0-ui-update-4

2023-08-01

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.

Summary

This is a UI-only release that allows you to disable adjustments on restricted data and to create sign-off tasks for all available application servers.

warning

This version of the Sign-Off Module can only be used with Business Cubes that are on Atoti UI 5.1.x.
Updated 2024-04-12: This version of the Sign-Off Module is not compatible with Atoti UI version 5.1.16 or higher.

Dependency versions

Component Version
Atoti Server 6.0.1
Atoti UI 5.1.x
Java JDK11
UI Components 5.0.23
Signoff-ext module 2.1.0

Added

Issue Key Details
BAS-1368 Prevent adjustments based on data.
BAS-1414 Allow the creation of sign-off tasks for all available application servers.

5.0.0-ui-update-3

2023-06-09

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.

Summary

This is a UI-only release that makes the Sign-Off Module compatible with Atoti UI version 5.1.0 or higher.

warning

This version of the Sign-Off Module can only be used with Business Cubes that are on Atoti UI 5.1.x.
Updated 2024-04-12: This version of the Sign-Off Module is not compatible with Atoti UI version 5.1.16 or higher.

Dependency versions

Component Version
Atoti Server 6.0.1
Atoti UI 5.1.x
Java JDK11
UI Components 5.0.22
Signoff-ext module 2.1.0

5.0.0-ui-update-2

2023-05-05

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.

    note

    The Atoti Server 6.0.1 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

This is a UI-only release that resolves an issue with combining the UIs of Atoti Sign-Off and Atoti Market Risk.

  • Accelerator-sdk: Upgraded to 5.0.20
  • Atoti UI: Upgraded to 5.0.23

Dependency versions

Component Version
Atoti Server 6.0.1
ActiveUI 5.0.23
Java JDK11
accelerator-sdk 5.0.20
signoff-ext module 2.1.0

Fixed

Issue Key Details
UIACL-314 Fixed the settings in Signoff-sdk that prevented a UI combination of Sign-Off and Atoti Market Risk.

5.0.0-ui-update-1

2023-03-01

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.

    note

    The Atoti Server 6.0.1 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

This is a UI-only release that completely rewrites the Sign-Off widgets. They look and work mostly the same but are much more stable and performant.

Some settings and exports have been renamed.

This version of the UI can work with both version 5.0.0 and versions 4.2.x of the Sign-Off Module.

  • Upgrade to Accelerator-sdk 5.0.16
  • Upgrade to ActiveUI 5.0.20
  • Refactoring and new design of the Sign-Off Toolbox
  • Refactoring of the Sign-Off Daily Progress and Sign-Off Task Definitions Widgets
  • Refactoring of the Adjustments Widgets

Dependency versions

Component Version
Atoti Server 6.0.1
ActiveUI 5.0.20
Java JDK11
accelerator-sdk 5.0.16
signoff-ext module 2.1.0

Fixed

Issue Key Details
SO-377 Fixed bug preventing tasks with a multi-hierarchy from being copied or edited.
SO-387 Fixed Category dropdown in Toolbox repeating categories if tasks were created on different Cubes.
SO-391 Fixed limitation preventing more than one Sign-Off Toolbox per dashboard. The Sign-Off Toolbox is now restricted to one instance per page in the dashboard.

5.0.0

2022-12-13

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.

    note

    The ActiveViam 6.0.1 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

  • Upgrade to ActivePivot 6.0.1.

    note

    As the definition of REST services has changed between ActivePivot 5.x and ActivePivot 6.x, the Sign-Off Module 5.0.0 is only compatible with ActivePivot 6.x applications.

  • Upgrade to ActiveUI 5.0.18 and Accelerator SDK 5.0.14.

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 Limitation: only one Sign-Off Toolbox can be used in one dashboard at a time (including dashboards with multiple tabs). If more than one Sign-off Toolbox widget is present in a dashboard, the interaction with the back-end can result in an infinite loop of query cancellations in the Sign-Off back-end.

Dependency versions

Component Version
ActivePivot 6.0.1
ActiveUI 5.0.18
Java JDK11
accelerator-sdk 5.0.14
signoff-ext module 2.1.0

Changed

Issue Key Details
SO-416 Upgraded Sign-off Module to ActivePivot 6.0.1
UIACL-83 Changed deserialization of temporal fields (dates and instants) following the use of Spring MVC to define REST services.
UIACL-84 Changed URL of Level Path REST service.

Fixed

Issue Key Details
SO-410 Fixed incorrect session ID cookie name in security configuration.
UIACL-82 Fixed a null check being too strict when supported adjustments were retrieved.

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 Limitation: only one Sign-Off Toolbox can be used in one dashboard at a time (including dashboards with multiple tabs). If more than one Sign-off Toolbox widget is present in a dashboard, the interaction with the back-end can result in an infinite loop of query cancellations in the Sign-Off back-end.

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.

    note

    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 ‘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 Limitation: only one Sign-Off Toolbox can be used in one dashboard at a time (including dashboards with multiple tabs). If more than one Sign-off Toolbox widget is present in a dashboard, the interaction with the back-end can result in an infinite loop of query cancellations in the Sign-Off back-end.

Dependency versions

Component Version
ActivePivot 5.10.10
ActiveUI 5.0.14
Java JDK11
accelerator-sdk 5.0.10
signoff-ext module 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 Limitation: only one Sign-Off Toolbox can be used in one dashboard at a time (including dashboards with multiple tabs). If more than one Sign-off Toolbox widget is present in a dashboard, the interaction with the back-end can result in an infinite loop of query cancellations in the Sign-Off back-end.

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+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

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.