Release Notes

Version 10.0.9 (preview)

  • The QR-Code processing has been improved to detect much smaller codes on scanned documents
  • Bugfixes:
    • Workflow state names and other fields are affected when changing color or key of a workflow
    • Changing Document Condition, removes text from newly created Text Box
    • "Quick PutLive" can be executed even though there are errors in the configuration
    • Using self.roles inside a where clause of an instances call does not work
    • The link from category -> information to the information is broken
    • Put Live dialog asks for confirmation before it is closed

Version 10.0.8

  • Added TRIM_LEFT as way to only trim the beginning of a string. In addition, if there is a second argument given to TRIM or TRIM_LEFT this will be the characters removed, so TRIM_LEFT('0041, '0') removes the zeros from the beginning.
  • Added permissions to use the instance import and to delete instances. Only users with the Instance Import permission will see the dialog and can only choose the option "delete instances" if they have in addition the Delete Instances permission.
  • Bugfixes:
    • Users cannot remove the bcc field after they set it up in Admin -> Integrations -> E-Mail

Version 10.0.7

  • This releases completes the switch to a cookie based authentication. This is a first step to provide many more login and security improvements.
  • Support for filter arrow function [1, 2, 3, 4, 5].filter(p => p > 3).
  • Print thousand separators for numbers on documents
  • Bugfixes:
    • After putting live, ontology navigation is not reloaded
    • Role and Ontology information can be used as checkboxes on documents
    • Sometimes a random table row is highlighted in some overview screens
    • Checkbox for free text option was not printed on a document
    • Sorting cases by name caused an error
    • In modal dialogs, selecting a boolean option activates another boolean option
    • A rule with CASE.documents or CASE.instances fails validation
    • Using e.g. person.first_name in an arrow function fails
    • Links in changes to transitions and states lead nowhere
    • Rules -> Rule Actions are not translated
    • Instances cannot be sorted
    • Create User modal dialog does not reset password
    • Page crashes when opening the info button for QR-code width
    • Users are not redirected to login if not authenticated

Version 10.0.6

  • Added support for both UNION function and infix operator |. So both UNION([1, 2], [2, 3]) and [1, 2] | [2, 3] are supported.
  • Added a way for users to download generated files when exporting to hyperarchive
  • Bugfixes:
    • The ontology overflow menu in the main navigation shows a second dropdown indicator
    • Only the first page of documents in a downloaded booklet had any content on them
    • Some german translations do not match the english translations
    • Sorting processes by key does not work
    • CASE.documents was not accepted in calculated information
    • Yes / No fields in State and Transition dialogs were affecting each others values when changed
    • Checkboxes moving when scrolling in the Document View.
    • Broken image is shown for a missing favicon in Tenants View.

Version 10.0.5

  • Added support for constants. This makes it easier to create layered configurations that can be adapted faster by just changing some basic constants. For example defining Constants.SUPPORTER := 'tijana' makes it possible to use that constant in rules and have it changed easily.
  • Added support for dictionaries. You can now define dictionaries and access their stores values with the []-operator.
  • Added support for arrow functions: Instead of saying map(people, current.first_name) you can write people.map(p => p.first_name).
  • Added the flatten operator to extract one or more properties into a list from a list of dictionaries, e.g. get all the first names from the list of all people in a case
  • Added support for sorting by a property when sorting a list of dictionaries, e.g. sorting all the people in a case by last name with sort(people, "last_name").
  • Bugfixes:
    • Copying a rule fails
    • Dialogs close without asking to discard changes when clicking outside of them.
    • The Color-Tag Dropdown gets triggered when clicking on other fields.
    • Dialogs close when using Enter key to select an option from a Dropdown list.
    • Re-assigning an uploaded proof files to the same proof, deletes the file.

Version 10.0.4

  • Added support for CASE.documents and CASE.proofs in RuLa. This means you can now create heavily customised table of contents if you wish so.
  • The placeholder CASE_TITLE is not available when sending emails. This includes, if the notifications settings allow, the title of the case in question.
  • We streamlined our app design slightly: You will notice less lines and an increased focus on the content you are working on
  • Bugfixes:
    • Changes made to the content of document boxes in boxes' table were not saved
    • Case name editor could not be closed
    • Transitioning a case using a transition key was not possible when there were more transitions with the same key
    • Decimal fields were not closed when clicking outside
    • Reference of the information used in a calculated box was not displayed
    • Files connected to Documents and Document Templates were deleted before putting live
    • Invalid transition rules were accepted

Version 10.0.3

  • Support for Single Sign-On via SAML and Azure Active Directory
  • We switched rows and columns in the of the access rights table in the modal dialog for workflow states to make it easier to work in environments with many roles
  • Markdown is now supported in calculated boxes
  • Removed unused field Show Process Tabs from Processes
  • Only key and name are required to create proofs
  • Bugfixes:
    • Worldcheck API requests were not always executed correctly again
    • The URL of the process detail view was not updated when the key is changed
    • Uniqueness of new keys was not checked when copying information, processes, ontologies, and documents
    • Proofs were sometimes shown as Documents in the changes view
    • Using the Enter key to execute the "Cancel" button on a deletion dialog still deleted the element
    • The cancel button on the workflow state modal dialog didn't reset changes correctly
    • The ontology copy dialog did not check if a valid key was provided
    • Assignment rules were not applied to existing fields in lifecycle processes

Version 10.0.2

  • Adapt official helm chart to new login screen
  • Make tab overview sortable by user-readable id, key, and ordering
  • Only display columns "Roles" in the instance case overview if any of the displayed instances have a role in the current view
  • Make it possible to filter all configuration overview pages by user-readable id (e.g. INF-908)
  • Add sorting by id and key to all configuration overview pages
  • Fixed a bug that prevented adding new lines when composing emails in the case manager
  • Fixed a bug that the information table of a role cannot be ordered by references
  • Fixed a bug that switching to a new tenant or logging out shows a 404 page very briefly
  • Fixed a bug that caused the workflow state popup to not reset its values if cancel is clicked

Version 10.0.1

  • We now offer the option to export group proofs as a single, merged pdf if all proofs in the group proof are pdfs.
  • Meta admins can now choose which tenant is the default tenant
  • The displayed outcome ontology of a role is not a link to the ontology (like in the process overview)
  • The rules overview is now sortable by user readable id and key
  • Fixed a bug that sending a booklet as email via api sometimes doesn't work
  • Fixed a bug that users were not prevented from making an ontology a super ontology of itself
  • Fixed a bug that crashed the application when using the enter button to confirm the explanation message when transitioning to a different state in the case manage
  • Fixed a bug that allowed user to remove the outcome ontology, process type and workflow in the Configuration > Process > Detail view. Removing these items is not possible anymore.
  • Fixed a bug that prevented clicking on the label of a boolean field (yes / no) from also saving the field in the configuration
  • Fixed a bug that the quick filter "Only Active" was not working in the process overview
  • Fixed a bug that the link to the outcome ontology on the process overview was broken)
  • Fixed a bug that the dialog to create a new workflow state still has the old values in it when it is opened the second time
  • Fixed a bug that initial transitions of a workflow had no button titles and where thus not fully editable
  • Fixed a bug that offered users to sort proofs by group sort, which is not possible
  • Removed many not used descriptions from the settings screen
  • Corrected links to documentation used in descriptions
  • Corrected descriptions of many fields in Configuration > Information > Detail View

Version 10.0.0

  • Support for external archiving solutions like Hyparchive
  • Import Instances from Excel files. You can now simply drop an excel file into Atfinity, define how we should interpret the data and then create, update or even delete instances like people, entities or portfolios present in Atfinity.
  • Case Activities can now be retrieved via API. We added the case_activity_log/ endpoint to retrieve all activities and case/ID/activity_log to get the logs of a single case. Both endpoints support filtering by the type of activity and the age of the entry
  • It is now possible to deactivate the linking instances feature. This is handy if you are solely relying on external data sources to load instances and never want users to link atfinity created instances
  • Fully processes avaloq response files are now deleted from the import folder. The content of the file and the error message however is preserved in the atfinity database for logging purposes.
  • Add option to not print title of smart document when generating corresponding pdf
  • Added quickfilter to only show documents used in the configuration
  • Empty translations are no longer shown as "to be translated"
  • Support for SVGs as tenant logos, favicons and profile pictures
  • Improved the shown error message when an invalid translation .zip is provided
  • Cases related to an instance are now displayed by age, showing the youngest cases first
  • We upgraded our frontend libraries to fix detected vulnerabilities
  • Resolved comments will no longer appear on the dashboard
  • Deprecation: The conf_version/ endpoint has been replaced with the version/ endpoint, providing information about both the software and the configuration version
  • Fixed a bug that if there is no logo configures sent emails will have a broken image included
  • Fixed a bug that sometimes custom proofs cannot be renamed
  • Fixed a bug making it impossible to use the "Cancel" button on inline fields in the configuration
  • Fixed a bug that caused two objects to be created if "Enter" is pressed instead of clicking "Confirm" in a creation dialog
  • Fixed a bug that if two instances have been created, no instance can be renamed or deleted
  • Fixed a bug that the duplication icon did not work always for ontologies
  • Fixed a bug that the number of references an information has always shown as empty in the Configuration > Ontology > Information tab
  • Fixed a bug that links to inaccessible models were still shown in the changes view
  • Fixed a bug that links to models in the translation view were all invalid
  • Fixed a bug that references to proofs had links leading to documents

Version 9.4.15 (stable)

  • Made the content of document boxes findable in configuration full text search
  • Added the current tab to the displayed url in the browser. This way, if you are on a certain tab in a configuration detail view and you copy the url, pasting the url in another browser will open the exact tab you were viewing.
  • Fixed a bug that very long file names can visually overflow upload dialogs
  • Fixed a bug that prevented configuration import that included avaloq information of a process
  • Fixed a bug that prevented assigning values with rules to list information that allows free text

Version 9.4.14

  • Fixed a bug that causes bootstrapped helm chart releases to bootstrap data even though the database is not empty

Version 9.4.13

  • Added a quickfilter to the documents and proofs overviews that filters if these are group documents or proofs respectively
  • Fixed a bug that cases or comments are not shown full size when the they are shown alone
  • Fixed a bug that logos and icons are not displayed correctly for fresh tenants in Configuration -> Settings

Version 9.4.12

  • Fixed a bug that caused calculated information not to be exported correctly sometimes
  • Fixed a bug that caused avaloq settings not to be exported correctly
  • Fixed a bug that caused workflow transitions not to be exported correctly
  • Fixed a bug that prevented exporting horizontal alignment of document boxes

Version 9.4.11

  • Added sorting options for ontologies and roles in the configuration area
  • Fixed a bug that "Required Roles" rules were not exported correctly

Version 9.4.10

  • Fixed a bug that system values were sometimes not ignored when saving the recalculated case

Version 9.4.9

  • Added a way to configure the number of celery workers started
  • Fixed a bug in the rule engine that means roles are not always created
  • We moved the logging wrapper configuration into the django settings

Version 9.4.8

  • We improved the code editor autocompletion significantly. Suggestions are not given from the first character and much more exact as before.
  • Fixed a bug that causes certain pdf fields to be rendered a bit too log or too high.

Version 9.4.7

  • SVGs can now also be added to smart documents. Their size will be automatically limited to the size of the page minus the configured margins.
  • We added many more ontology icons to choose from.
  • Our official helm chart now includes the option to provide certificates as a TLS secret and to not acquire them via cert manager

Version 9.4.6

  • The proofs tab will not display the group column anymore if none of the proofs are in a group
  • Group Proofs and Group Documents are highlighted with a * in the process detail view
  • Added support for certain dns situations when using Kerberos
  • Fixed a bug causing files to be not correctly imported when using the configuration import in some situations
  • Fixed a bug in our Worldcheck integration that caused the place of birth to be not correctly provided to the Worldcheck api
  • Fixed a bug that caused systems without elasticsearch to not correctly import configurations

Version 9.4.5

  • Similar to Group Documents, Group Proofs have been implemented
  • We corrected several bugs connected to the digital form tool
  • We further improved our helm chart
  • Added an operator UUID
  • Fixed a bug that the owner dropdown menu search recommendations can in some situations be squeezed into a too tight space
  • Fixed a bug that values can still be present even if they are removed in very few situations

Version 9.4.4

  • The proof tab in the case manager has seen a mayor redesign. Next to a more streamlined design, it's now possible to reassign uploaded files to another requested or a custom proof.
  • Added two new management commands to find (very likely) unused filed and another one to delete marked unused files that were not accessed for a month
  • Improved the deployment strategy for the official helm chart
  • Added specifying the default storage class for persistent volume claims in the official helm chart
  • Added a way to specify the maximum allowed unsuccessful login attempts

Version 9.4.3

  • The detail views of ontologies and roles now show a list of information assigned to them. Configurators can also directly create or delete information directly from the context of an ontology or role.
  • We improved the displayed error message when putting live or reverting changes.
  • Groups and Roles in the administration area now display which users belong to the group or role in their detail views.
  • You can now define a filename rule for exported single documents or proofs. This rule has access to all the declare variables of the respective object.
  • We added a new operator make_filename that turns any string into a safe filename.
  • The atfinity helm chart now allows users to skip defining an ingress.

Version 9.4.2

  • We will not enforce PDF/A for single documents when you do not want their fields removed, even when the enforcement is requested. This is because enforcing PDF/A removes all pdf fields, so pdf forms cannot be filled out anymore. When such documents are however combined e.g. into a booklet, the enforcement for them is still done.
  • Fixed a bug that already provided names of cases didn't take precedence over case rules at the time a system is migrated to include case name rules.
  • Fixed a bug that condition errors would be displayed in the configuration for both the document and all its sections if there is a document condition error.
  • Fixed a bug that prevented code editor fields from being saved when they lose focus
  • Fixed a bug that webhooks could be send out for the wrong tenant

Version 9.4.1

  • Options to include or exclude data when creating configuration exports. Options include:
    • Data Sources and Custom APIs
    • User Roles
    • Tenant Settings (e.g. logos, colours and email notifications)
    • Integration Settings (e.g. DFT, avaloq and IDnow)
  • Add "Create Copy" feature for rules
  • Search through translations with the ID of the translated object
  • The Put-Live Dialog has been reengineered to display a progress bar and progress updates
  • We started using the Brotli algorithm (instead of gzip) on our webservers. In our tests, this gives an average speedup of around 5% of the application.
  • Multiple bugfixes on the official Kubernetes helm chart

Version 9.4.0

  • This is the first version offering support for Kubernetes with an official atfinity helm chart. For the time being, this is considered beta. If you are interested in the beta version of our helm chart, please get in touch with your key account manager
  • Fixed a bug preventing users from uploading .pdf and .zip files on some environments
  • Change font size, width, height, and page for multiple selected boxes
  • Delete multiple selected boxed at the same time
  • Use shift and control to select boxes in the page editor like you would do in a file browser
  • The maximum upload size was increased to 512MB in the whole application

Version 9.3.12

Version 9.3.11

  • Accepting more zip mime types when uploading .zip files

Version 9.3.9

  • Fixed a bug causing some *_OF_ANY operators to raise errors

Version 9.3.8

  • Added deletion of users
  • Display an overflow menu when there are too many ontologies in the main navigation
  • Fixed a bug that prevented the instance overview from changing when switching to another ontology
  • Fixed a bug that prevented users to change the access rights to a tab in the process and tab views
  • Fixed a bug that caused api rules to be only once executed, even when their condition becomes false and then true again
  • Fixed a bug that caused duplicated cases to be displayed in the case list under rare conditions

Version 9.3.7

  • Added data about the outcome instance to webhook requests
  • Added even more debugging support for Kerberos connections
  • Prevented api calls from creating extra outcome instances when creating cases.
  • Fixed a bug that prevented CASE.created_at to be used in date functions like DAYS_AGO
  • Fixed a bug that prevented creating custom api requests
  • When copying an information, document, workflow, process or ontology multiple times, the new object name now ends with the number of names with that key. This allows users to copy these as often as they like
  • Fixed a bug that sometimes prevented the correct import of translations when related objects (e.g. a document) changed the name between export and import
  • The content-type header of our webhook requests now correctly classifies them as application/json

Version 9.3.6

  • Added "Work Sans" as a font option
  • Fixed a bug that caused wrong number of missing informations and translations for freshly created instances
  • Fixed a bug that references errors of document boxes were wrong in some rare cases

Version 9.3.5

  • Added a management command to test kerberos connections
  • Fixed a bug that prevented users from assigning new roles in the case manager in certain situations
  • Fixed a bug with theCASE.number_of_missing_information calculation when using the expression in a rule
  • Fixed a bug allowing users to go back and start a new import of users while another one is going on
  • Fixed a bug preventing users from resetting an assigned avaloq field

Version 9.3.4

  • Improved the way error messages are displayed for invalid predefined_values when creating new cases using the public API
  • Fixed a bug that prevented users of the case manager from deleting values
  • Fixed a bug that prevented users from updating documents with dangling pdf papers
  • Fixed a bug that prevented users from editing some translation values
  • Fixed a bug that allowed multiple parallel user imports
  • Fixed a bug that prevented access levels of users to be correct after user import

Version 9.3.3

  • Information about the case will now also be autocompleted in RuLa editors
  • Relaxed validation of provided case values via API again: true and false can now be provided again as boolean values (instead of just "true" and "false")
  • Fixed a bug that caused CASE.number_of_missing_information to be not synced with the bubbles
  • Made it more clear which filetypes are acceptable to be uploaded as a logo
  • Fixed a bug that made links from categories to tabs invalid
  • Fixed a bug that prevented documents from being able to be filled in correctly after configuration import
  • Fixed a bug that caused the numbers of instances in their name to be wrong

Version 9.3.2

  • Added a way to filter cases by initiator and owner API calls
  • Fixed a bug that caused CASE.number_of_missing_information to be calculated wrongly
  • Fixed a bug that allowed users without the VIEW_CONFIGURATION right to use the full text configuration search
  • Fixed a bug that caused the conditions of sections not checked for invalid references sometimes
  • Fixed a bug that allowed external data sources to update ontology or roles under certain conditions
  • Fixed a bug preventing tenants with data sources from being copied
  • Fixed a bug preventing import user issues from being notices

Version 9.3.1

  • Import users from an excel sheet
  • Use emojis in most places where you enter text, e.g. as case values, comments or emails
  • Admins can lock / unlock instances, which protects them from being changed in cases when they are linked
  • New api calls that allow to force an update on an instance. This only updates existing values, but also updates them in all ongoing cases where the instance is used. Together with locking, you can use that to keep data in atfinity in sync with other systems like a CRM.
  • Added CASE.created_at that shows when the case was created
  • Fixed a bug that caused comments to be created multiple times
  • Fixed a bug that prevented users from changing integration settings

Version 9.3.0

  • Detecting many more inconsistencies before putting live a configuration, including detecting invalid references
  • Added name formula for ontologies: name formula can now be specified per ontology using RuLa, instead of selecting individual naming information. Instance names in the case manager will be calculated based on the specified formula.
  • Added name formula for processes: name formula can now be specified per process using RuLa. Case names will be calculated based on the specified formulas. In the case manager, users can choose between displaying calculated name of a case or providing a custom name.
  • Download a single, signed document: added an option in the case manager to extract a single document from the signed booklet and download it. Additionally, an endpoint for this functionality is added to the atfinity API.
  • "Cleanup" for workflow transitions. It sorts the transitions by the ordering of their from-state while keeping the user order intact.
  • Adaptable the page size in lists
  • The full text search now shows up to 100 results and allow scrolling through them
  • Going back to a list, the previous page, search query, filters, sorting and page size will be restored
  • Number of options per taxonomy displayed in the taxonomy list
  • Change the alignment (left, center, right, justify) of text boxes in smart and pdf documents
  • Display the number of provided and missing information in case overviews
  • Added Montserrat as a font option for smart documents
  • Added CASE.number_of_missing_information
  • elif for if-then-else operators
  • The zip_export command has been simplified. You can now specify a local path where the export will be created.
  • Fixed a bug that prevented exporting configuration with multiple files with the same filename
  • Fixed a bug that caused all new information to have the same key after the configuration import
  • Fixed a bug that caused workflow permissions to be deleted after the configuration import
  • Fixed a bug that caused a 0 in a switch statement to return the default value
  • Updated the routing libraries and code in our web frontend. This allows to to roll out many useful features for urls and the browsers history. A few are already included in this version.
Breaking Changes
  • The url to cases has changed slightly. The /# part before the actual route was removed. Please update your integrations if necessary
  • Systems with databases older February 2021 are not supported anymore. If you need to support such a system, upgrade first to 9.2.x, then to 9.3.x

Version 9.2.13

  • Users, Groups and Roles can now be exported in .xlsx file
  • Added author, title and producer as meta information to generated pdfs
  • Added buttons to move an item 10 rows up or down while reordering
  • Fixed a bug that prevented copying the same information twice

Version 9.2.12

  • The process overview now also displays the workflow attached to a process
  • Fixed a bug creating inconsistencies for system information that a user has no control over
  • Fixed a bug that caused the disable logic for transitions to be inverted
  • Fixed a bug that caused decimal fields everywhere in the configuration to display "NaNaNa" when there is no value present

Version 9.2.11

  • Added an inconsistency for documents that need to be signed but have no QR code on some pages
  • Added inconsistencies for situations where there are no options for an enum information available:
    • No options provided
    • All options disabled
    • No options to be shown

Version 9.2.10

  • Fixed a bug that prevented admins from the deleting the "badge" displayed below the tenant logo
  • Changed the way predefined_objects from the api call POST cases/ is handled to use the same serialisation as PATCH cases/{{ID}} (update field) and update the api example with a free text value.

Version 9.2.9

  • Replaced our main pdf library for increased performance and more consistent pdf generation. This also makes atfinity more resilient in accepting slightly wrong pdfs.
  • Fixed a bug creating many changes when adding or deleting a document, rule or proof to or from a process.

Version 9.2.8

  • Fixed a bug preventing the outcome instance from being clickable in lifecycle processes.
  • Fixed a bug preventing passwords for new users being saved when the users are created.
  • Fixed a bug sending too many requests to an external data source.
  • Fixed a bug outputting the name of the user instead of the username when using CASE.owner.
  • Improved the error messages when trying to render unusual pdfs.
  • Added an api endpoint to download single documents

Version 9.2.7

  • Added ordering to processes: Processes can not also the arranged and will be displayed in the chosen order e.g. in the dashboard
  • Added creating process cases by process_key in addition to process_id
  • Fixed a bug causing an incorrect validation error that an information value already exists
  • Fixed a bug causing values returned from external data sources to not be serialized correctly sometimes
  • Fixed a bug that prevented delete_all_data from being executed correctly sometimes

Version 9.2.6

  • Add an option to only search an external data source after a certain minimum of characters have been provided as query
  • Fixed a bug that meant if and switch statements had their condition evaluated even when it was already determined false
  • Fixed a bug that prevented invalidly stored values from being corrected by the rule engine
  • Fixed a bug that prevented the setting "Do not use proxy" from being respected sometimes

Version 9.2.5

  • Add a way to display a "detail" column when searching external data sources
  • Improve the way atfinity handles slow external data sources
  • Improve the way atfinity handles errors in external data sources

Version 9.2.4

  • Add an option to not use the proxy in a data source
  • Add format_date operator

Version 9.2.3

  • The boxes of the active section are now highlighted in the document page editor
  • Multiple sections of a document can now be shown in detail at the same time
  • Multiple sections of a document can now be deleted with one click
  • Display a warning when configuration has a PDF without file attached
  • Added management command remove_pdfs_without_files which deletes all PDFs that do not have files attached

Version 9.2.2

  • Added the option to disable SSL / TLS certificate validation for a single data source
  • Added a way to see the total full text search results
  • Fixed a bug preventing languages of a document from being deleted successfully
  • Fixed a bug causing editing anything in a document section to open / close that section
  • Fixed a bug causing validation errors when using self within is all declarations

Version 9.2.1

  • Full text search through configuration: When you hit CTRL + K anywhere in atfinity or click the search icon, you can now perform a full text search through the configuration
  • Added sending the ontology in question to external data sources
  • Added a multi-document action to update the font size of the boxes inside the selected documents
  • Added the operator format: It allows using placeholders in strings and replacing them with provided values.

Version 9.2.0

  • Transition Rules: Transitions allow a condition to be entered. Only when this condition is true the transition button is enabled
  • Require Roles Rules: Added "Require Roles" type of rule which makes selected roles required and displayed in a case when the condition is true.
  • Added support for where clause in methods instances and instances_exist
  • Added the operator has_attr: It checks wether an instance has a certain attribute or not
  • Access the outcome instance directly via the always available constant OUTCOME_INSTANCE
  • Display when a change has happened in the Changes view
  • Email text and templates now include the placeholder CASE_ID, which is the human-readable ID of the current case, e.g. CSE-1234
  • A validation error is raised when an assignment action contains the same assignment multiple times

Version 9.1.19

  • Fixed a bug causing is_all to always make a document or rule match
  • Added ensured_by and the information id to the "All Values" debug view in the case manager
  • Email text and templates now include the placeholder CASE_LINK that holds a public link (if applicable) to the current case
  • Fixed a bug causing empty conditions to match to any instance in the case
  • Fixed a bug preventing group documents from matching in booklet uploads

Version 9.1.18

  • Fixed a bug preventing the ordering of the active box to be updated when changing the order of that box in the box list
  • Empty main language translations will not be exported to json anymore

Version 9.1.17

  • Fixed a bug that prevented changing some notification settings

Version 9.1.16

  • Display a notification with user-readable ID after creating a configuration item, e.g. Document
  • Added support for using the instance list of a is all declaration within join_of_any
  • Fixed a bug that prevented reloading the list overview after the last item was removed from the last page
  • Fixed a bug that prevented having the same group document for different instances in a case
  • Optimized performance of the draft pipeline

Version 9.1.15

  • Added a meta information tab to tabs and categories
  • Fixed a bug that prevented the selected boxes in the page editor to not be in sync with the list on the left when using the escape key
  • Fixed a bug that prevented selecting further boxes with shift-click in some situations
  • Fixed a bug that caused an empty list of possible actions to be sometimes shown in the detail view of a rule
  • Fixed a bug that caused rule action translations to sometimes disappear when information about the rule itself is updated
  • Fixed a bug that prevented CASE.process_name to be displayed correctly
  • Fixed a bug that caused the page to jump to 1 when starting to reorder

Version 9.1.14

Version 9.1.13

  • Display tenant_id also in the overview section when using the management command caseoverview
  • Make sure error messages from the rule engine include a reference to the rule if possible

Version 9.1.12

  • Fixed a bug which prevented exporting configurations with SVG document boxes
  • Fixed a bug which caused incorrect reference errors for imported document boxes

Version 9.1.11

  • Fixed a bug causing the ordering of copied documents to be wrong
  • Updated the xsd schema for avaloq xml exports. This allows you to provide MiFID II and legal person
  • Added more options on how to process the avaloq import result. Some money account key information (for CHF, EUR and USD accounts) and the created avaloq person ID can now also be mapped back to the case.
  • Added the contains only operator that checks if all the elements of a list are elements of another list

Version 9.1.10

  • Reverted using bulk_update when reordering items. On some servers this did not work as expected for some tables and made reordering items impossible.
  • Added more options on how to process the avaloq import result. Some money account IBAN information (for CHF, EUR and USD accounts) can now also be mapped back to the case.
  • Started to throttle sending emails more aggressively
  • Added option to notify owner and initiator only about final transitions
  • Added option to configure notifications per process
  • Fixed a bug preventing some pdfs from correctly rendering in very rare situations

Version 9.1.9

  • Add management command make_order_consecutive to make order of configuration tables consecutive
  • Added an experimental version of import and export for configuration and translations

Version 9.1.8

  • Allow adapting the roles in assignments like INSTANCE.roles := NEW_ROLES
  • Improve the error handling and message when using the avaloq xml export
  • Added syntax and schema validation for the avaloq xml jinja2 template

Version 9.1.7

  • Added sending the responsible user to the data source when making requests

Version 9.1.6

  • Fixed a bug displaying keys in the dashboard sometimes when caches are cold
  • Fixed a bug cause reference errors for actually existing references to be shown in some situations
  • Escape LDAP names before returning them to the server.
  • Changed the transition notification message to mention the state that the case was transitioned to, not the transition applied

Version 9.1.5

  • Added the option to configure api containers to use Kerberos authentication. This option needs additional configuration of your infrastructure, so please get in touch with us if you would like to use Kerberos.
  • Fixed a bug preventing Spanish translations from being correctly applied in the api

Version 9.1.4

  • Increased security of application
  • Fixed an issue preventing zip_import to work for databases using ssl
  • Fixed a bug causing is known and is unknown operators from not evaluating complex expressions

Version 9.1.3

  • Started displaying the current version on api container startup
  • Fixed a bug adding bottom offset to rendered pdf fields

Version 9.1.2

  • Fixed a bug causing QR and HR Codes to be drawn slightly off.
  • Fixed a bug about a missing translations in the case managers proofs table.
  • Fixed a bug preventing the document -> "Set Human-Readable Code Position and Font Size" action from succeeding sometimes.

Version 9.1.1

  • Fixed a bug making bubbles look odd sometimes.

Version 9.1.0

  • Support for user defined functions: Many clients requested a way to not type certain configuration constructs multiple times. With RuLa functions we provide an answer: You can now define your own functions that execute arbitrary expressions. This can save you from a lot of typing.
User defined functions in atfinity
  • Groups and Roles from LDAP: LDAP support got more flexible by making a separate query to find out what groups and roles a users should have. Clients using LDAP requested this feature.
  • Improved working with strings, dates and lists in RuLa with more operators: sort, reverse, left, right and days.
  • The current version of the configuration is now included when retrieving cases
  • Added a new view Administration -> Settings for some tenant specific settings that only administrators should be allowed to change.
  • Added a way to provide a badge in Administration -> Settings. When provided, this displays a badge below the square logo in the case manager.
Displaying a badge below the square logo
  • Fixed a bug showing a warning a document is unused when it is only used in a group document
  • Fixed a bug preventing unique constraint validation errors to be shown in all web frontends

Version 9.0.13

  • Added .$ operator support for information displayed in instance overviews
  • Fixed not displaying any content when navigating to "Comments" in the case manager
  • Added a management command caseoverview to get an overview of all the cases in the system

Version 9.0.12

  • Added filters yes_or_no and yes_or_none for avaloq integration Jinja templates

Version 9.0.11

  • Fixed a bug preventing document that are both inside and outside a group document from being matched individually, too
  • Added a display of what is contained inside a group document
  • Restrictions about multiple users working on the same case have been lifted. While this can, in very limited situations, result in the loss of some modifications, this behaviour is closer to how clients would like to use the case manager.
  • Fixed a bug that prevented creation rules from sometimes creating the specified amount of instances.
  • Deprecations: When using the api, sending an "If-Match" header with a correct etag is no longer required. This was necessary to ensure the multi-user limitations, which have been removed. Consult the api documentation for further information.

Version 9.0.10

  • Fixed a bug preventing admins to see all tabs in the case manager
  • Fixed a bug preventing the Document Detail View from rendering sometimes

Version 9.0.9

  • Added selection to the list of documents with the following actions:
    • Set the color tag of all selected documents
    • Update the QR Code of all selected documents
    • Update the QR Text of all selected documents
    • Delete the selected documents
  • Added displaying the references of a document
  • Added an option to fade out the page to draw on in the Document Page Editor
  • When duplicating items (e.g. documents or processes) only one change is displayed in the changes view
  • Rewrote ordering, fixing multiple bugs and making ordering items more intuitive
  • Fixed a bug preventing the document detail view from displaying the correct document sometimes
  • Maintenance: Multiple deprecated tables and models have been removed

Version 9.0.8

  • Added support for translating .$ operator values also when displayed in the case manager.
  • Fixed a bug preventing "Create missing values" from being saved in the configuration sometimes.
  • Fixed a bug which prevented downloading "Not in Booklet" documents in different languages.
  • Fixed a bug preventing display of cases and tasks in Dashboard after login.
  • Added a way to change the order of a box to an arbitrary value
  • Fixed a bug preventing min and max in is all to sometimes prevent matching
  • Fixed a bug preventing group documents from being copied correctly
  • When copying items, a link to the copied item is displayed in the notification

Version 9.0.7

  • Added a trim operator, to remove whitespace at beginning and end of text.
  • Added min and max to the is all declaration.
  • Added a view to display all case values for configurators in the case manager
  • Added a deprecation warning for "is optional" declarations

Version 9.0.6

  • Fixed a bug preventing user password from being reset correctly
  • The order of "is all" matches is now guaranteed to be the same between runs
  • HR Codes are now rendered left aligned in the pdfs. This is in sync with how the human readable code is displayed on the document page view.
  • Fixed a bug preventing "not ROLE" from being respected sometimes
  • Improved the api error message when trying to update values of an instance not part of the case
  • Made the whole header of a collapsible box clickable and thus toggle opening / closing the box

Version 9.0.5

  • Group Documents are added as a new type of document. A group document "groups" a list of documents together and makes them behave in the case manager as a single document. This can be very handy for e.g. splitting up a complicated document into parts without changing the user experience.
  • Deprecations: Systems with databases older than 15. January 2021 (still on version 8.2 or older) are not supported to be migrated to the latest version anymore. To our knowledge, no customers are affected. If you have an old database and need support, please contact us.

Version 9.0.4

  • Fixed a bug preventing certain documents from rendering sometimes
  • Fixed a bug preventing users from editing document templates numbers for e.g. the QR code sometimes.

Version 9.0.3

  • When changing the ordering of a list of models, only one change will be displayed in "Changes"
  • Added a list of the existing cases for a processes that cannot be deleted in the inconsistency message
  • Added an option to delete all tenant case data (cases and instances), which can be very handy while configuring the software (Admin > Tenants > Delete Data)
  • Improved the global progress bar to more accurately reflect the current loading state
  • Improved the confirmation message when deleting on item. The message includes now more information about the item to delete.
  • Fixed a bug that prevents section from being evaluated correctly sometimes
  • Fixed a bug that prevented information in calculated boxes from being added to references sometimes.

Version 9.0.2

  • Added the option to access PROCESS_KEY and PROCESS_NAME from CASE
  • Fixed a bug displaying stale values in generated documents sometimes

Version 9.0.1