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Changelog

5.2.5

2024-12-19

Changed

  • Updated BasWorkflowActions to support numeric id fields.
  • Updated the DashboardNavigationState to accept filters to apply on both an existing dashboard and an entirely new one.

5.2.4

2024-12-12

Added

  • ControlledConformMembersPicker, a reusable conform component to pick members, has been added to @activeviam/bas-forms.
  • @activeviam/bas-csv-parsing package that contains reusable csv parsing components.
  • BasTable supports pinning columns left and right.

Changed

  • Renamed ScopeTree to MembersTree and hooks dedicated to populate and query the cache for members have been moved to bas-components.
  • GlobalTableConfiguration no longer accepts an orderedColumnConfig and instead accepts columnDefinitions, columnOrder and columnVisibility.

5.2.3

2024-11-20

Added

  • accelerator_plugin-supported-what-if menu item plugin to perform various types of what-if analysis on a measure cell at any level in the hierarchy.
  • @activeviam/bas-errors package that contains reusable error handling components.
  • @activeviam/bas-workflow-actions package that contains reusable components for workflow actions.

Changed

  • BasTable has been moved to the new @activeviam/bas-table package.

5.2.2

2024-10-17

Added

  • Support for controlling the page index and the page size of from the parent component.
  • ForbiddenError error class to be thrown when forbidden resources are being accessed on the client’s side (route, component, etc.).
  • useAllActionFilters accepts props from an action and returns all the filters applied, including widget, dashboard, page and user filters.
  • useAllWidgetFilters accepts props from a widget and returns all the filters applied, including widget, dashboard, page and user filters.
  • useUniqueColorForLocationId hook to generate a function that returns a unique color for a given location ID.
  • BasLocationTags displays a collection of tags for the given locations.

Changed

  • The storytelling plugin is no longer enabled by default. It is replaced by the Investigations feature available in the Atoti JavaScript library.

Fixed

  • The documentation widget and documentation menu by default always redirect to the latest version of the documentation.

5.2.1

2024-10-03

Added

  • Optional helper asynchronous function activateIfServerIsAvailable to aid in module activation. See the Solution and Module activation section for more info about how to use this.
  • The filter values in the BasTable are virtualized to improve filtering performance for very large data sets.

5.2.0

2024-09-19

This is a breaking release only compatible with atoti-ui-sdk version 5.2.0 and above.

5.0.42

2024-08-30

Added

  • ServerAndCubeSelector component to be used in an antd <Form />.
  • Reusable page layout components: TitleAndContentLayout, DrawerAndContentLayout.
  • A lazy-loaded ScopeTree with search functionality to allow selecting different scopes.

5.0.41

2024-07-18

Changed

  • Improved handling of zod errors to print the exact issue whilst parsing.

5.0.40

2024-06-28

Changed

  • useRealTimeUpdatesForQuery accepts an enabled property which allows the connection to the event source to be opened or closed.
  • useOptionalLocalStorage now accepts a timeToLive in ms. After this time, the local storage item will no longer be used and will be removed.

5.0.39

2024-06-12

Changed

  • The <QueryClient /> will only be created once even if withBasQueryClient renders multiple times.

Added

  • useOptionalSessionStorage and useOptionalLocalStoragehooks:
    • Now return a function to imperatively delete the stored value.
    • Now accept a doClearOnInitialization property to delete the stored value upon initialization.
  • Explicit disconnect from SSE endpoints when unloading a page.
  • react-query-devtools have been added to bundles when process.env.NODE_ENV === 'development' to aid with debugging react-query.

5.0.38

2024-05-22

Added

  • Added a useOptionalSessionStorage hook to store state to session storage.

5.0.37

2024-05-16

Added

  • Workflow action fields support a new LINK type.

5.0.36

2024-05-08

Added

  • Forms generated by workflow actions accept a default value from the server.
  • Introduced a Resizable component which accepts two children and displays them next to each other. The first one is resizable.

5.0.35

2024-04-30

Added

  • Table columns can be reordered from the table configuration panel.

Fixed

  • The Create Storytelling popup and the pivot table Scale Trades popup can now be closed by either clicking the ‘x’ in the top right corner, or by clicking outside of the popup.
  • Clicking the Table Configuration button when there is no data in a BasTable implementation no longer breaks the application.

5.0.34

2024-04-19

Added

  • The UI now supports calls to action provided by problem detail in the error messages.

Changed

  • All tooltips and popovers that are displayed on hover have the same trigger delay of 750ms.

5.0.33

2024-04-05

Added

  • The bas-table now supports filtering on number fields.

5.0.32

2024-03-28

Added

  • The bas-table now supports resizing to allow users to see more data in the table.

5.0.31

2024-03-21

Added

  • The What-If Manager now supports the deletion of simulations as well as branches.

Fixed

  • Creating a What-If with PnL Scaling of zero no longer results in an error.

5.0.30

2024-02-22

Added

  • The About popup now displays the version of each solution-sdk that is currently activated in your project.

Changed

  • The bas-table now supports column resizing, reordering, and hiding.
  • The accelerator-rest-querier throws an HttpProblemDetailError if the error response from the server is a Problem Detail.
  • In Storytelling, you can now expand the nodes of the dashboard tree by clicking anywhere on the directory name. This requires Atoti UI greater than 5.1.14.
  • The Parameter Sets and File Upload widgets have improved styling.
  • Added support for Atoti UI greater than 5.1.14.
  • The What-if trade scale REST hooks have been moved to the what-if-rest-querier.
  • What-if REST hooks used by the accelerator-plugin-whatif-management have been moved to the what-if-rest-querier.

5.0.29

2023-12-11

Fixed

  • Elements of the Parameter Sets widget are displayed on top of the summary popup.

5.0.28

2023-11-15

Added

  • The bas-table component has been added to the bas-components package.

Changed

  • The version of react-query has been upgraded to v5.

5.0.27

2023-10-25

Changed

  • The activation functions provide a single <QueryClient /> as a higher-order component of the shell application.

Fixed

  • Clearing the date in the What If Book Hierarchy no longer results in an error.

5.0.26

2023-10-18

Added

  • The bas-components package has been added to allow re-using generic components across Solutions.

5.0.25

2023-09-05

Added

  • Support has been added for the versions/rest endpoint for what-if URLs.

Changed

  • getFilePathsRestEndpoint and sendFilePathsRestEndpoint are now optional settings. By default, these URLs come from the versions/rest endpoint.

Fixed

  • Minor styling fixes in the Parameter Sets widget.
  • Removed coupling to @activeviam/sandbox-clients: it is now possible to completely opt out of this package.

5.0.24

2023-08-14

Changed

  • The Parameter Sets widget has been refactored to use the datastore-querier package.

5.0.23

2023-07-28

Fixed

  • Using the Book-Hierarchy widget no longer results in an error when connected to an AP5 server.
  • The Compute context menu item has been re-enabled for all Table widgets.

5.0.22

2023-06-09

The Accelerator SDK becomes UI Components!

What’s changed other than the name?

  • No further releases of the npm package @activeviam/accelerator-sdk:

    The modules that this package used to export are now part of the bas-monorepo repository. They are still released on NPM with their names unchanged, now on version 5.0.22. This version number will be increased each time a solution is released.

  • How settings are managed has been modified:

    For more information and details of what each setting does, see the UI Activation chapter for the solution concerned. Here’s an example in Atoti FRTB.

Changed

  • Updated to Atoti UI 5.1:

    Atoti UI is now a peer dependency on version 5.2.0-beta, which means that you as the builder of the project can choose whichever version satisfies this peer dependency requirement. In other words, you will be able to upgrade to the latest version of Atoti UI 5.1 without needing a release of a solution or its UI components.

  • The What-If Book Hierarchy widget no longer restricts moving nodes when used in the Atoti FRTB solution.

Removed

5.0.21

2023-05-15

Added

  • E2e config to bas-scripts for testing limits.

5.0.20

2023-04-28

Changed

  • Updated to Atoti UI 5.0.23.

Known issues

None

5.0.19

2023-04-14

Added

  • useAtotiServerHostedDeleteQuery accepts a body and headers parameter.
  • supports version 2.0.0-AS6.0 of the What-If api.

Changed

  • Updated to Atoti UI 5.0.22

Fixed

  • Closing and reopening the trade-scale popup will now populate the trades selector with the proper selection from the table.

Known issues

None

5.0.18

2023-03-22

Added

Changed

  • createRestQuerierFrom has been removed. Use useAtotiServerHosted*Query instead.

Fixed

  • What-Ifs created by the Parameter Sets widget can now be viewed / deleted through the What-If Manager widget.

Known issues

None

5.0.17

2023-03-15

Added

None

Changed

  • Updated to AUI 5.0.21

Fixed

None

Known issues

None

5.0.16

2023-02-24

Added

  • The accelerator-sdk is now compatible with both Atoti Server 5 and 6. UIs can be merged with servers that are on different major versions.
  • useAtotiServerHosted*Query: a series of hooks returning functions helpful to perform REST calls on custom services hosted on an Atoti server. These should be preferred over createRestQuerierFrom which will be removed in the next release.
  • useAtotiServerMajorVersion: a hook returning the major version number for a given Atoti server key.

Changed

  • Updated to AUI 5.0.20
  • Updated Doctor Pivot REST endpoint used for the retrieve all measures pivot table context menu action.
  • Exported plugins were renamed to be prefixed with plugin (e.g. pluginParameterSets).
  • Updated the What-If Book Hierarchy widget to use lazy loading for MR version 4.2.0 and greater.

Fixed

  • Unsafe characters in the What-If Book Hierarchy desk names will no longer break the widget.
  • The AsOfDate Navbar Label will display an Error… message as opposed to crashing the application.
  • Clearing the date selected in the What-If Book Hierarchy widget will no longer break the widget.

Known issues

None

5.0.15

2022-12-19

Added

None

Changed

  • Upgraded the Parameter Sets widget to use the new AP6 REST API.
  • Upgraded the What-If-Manager widget to use the new AP6 REST API.
  • Upgraded the File Upload widget to use the new AP6 REST API.

Fixed

  • The trade scale feature has been fixed so that in a combined UI, it doesn’t throw an exception if settings aren’t provided for one of the AP servers.

Known issues

  • Due to an issue on the backend, the What-If-Manager widget can’t display or delete What-Ifs created by the Parameter Sets widget.

5.0.14

2022-12-09

Added

None

Changed

  • The settings object for the Navbar date filter has slightly changed in shape.
  • Updated the fetching and handling of the WhatIf Book Hierarchy APIs to match the FRTB 5.0.0 release.
  • Updated the loading icon inside of the What-If Book Hierarchy widget.

Fixed

  • Navbar date filter now works with combined UIs.
  • Navbar date filter does not break when using drillthrough tables.

5.0.13

2022-11-21

Added

  • Tests for the What-If Book Hierarchy Widget.

Changed

  • Upgraded the d3.js version used by the What-If Book Hierarchy Widget from 5.16.0 to 6.7.0.

Fixed

None

5.0.12

2022-11-11

Added

  • Table context menu action to add underlying measures into current query.
  • Navbar “Help” Submenu plugin to easily add documentation links to accelerator projects.
  • What-If Book hierarchy widget to create What-If scenarios for different groupings of desks and books in a rich visual way.

Changed

  • Upgrade to ActiveUI 5.0.18.
  • Updated the withClientSettings hook to have a more descriptive type.
  • The asOfDateDimensionName, asOfDateHierarchyName, tradeDimensionName and tradeHierarchyName settings inside of AccSdkSettings were removed.
  • The Day-2-Day-Difference table action plugin settings have been updated.
  • The Trade scale table action plugin settings have been updated.
  • The Parameter Sets widget plugin settings have been updated.

Fixed

  • The Navbar date filter no longer breaks the application when a drillthrough is performed.

5.0.11

2022-07-27

Added

  • Tests for the Navbar Filter Display.

Changed

  • Update to ActiveUI 5.0.15.

Fixed

  • Type AccSdkSettings updated so that certain settings such as whitelist settings are optional. Previously the settings were mandatory, so even if an accelerator didn’t want to use a certain widget, they would get Typescript errors. Also added more widget settings to the type itself. You may need to update your Accelerator Settings to fix some Typescript errors.
  • Made type AcceleratorServerName less restrictive. It will now allow for any server name to be used.

5.0.10

2022-07-27

Added

None

Changed

None

Fixed

  • Navbar Filter bug which crashes the app whenever a filter of a type different from Member-Filter is applied to the dashboard.