December 6, 2021 - 1.0.201.27
Highlights:
| Issue Type | Issue key | Summary |
| Epic | DOCS-885 | Bulk agreement initiation |
| Story | DOCS-9678 | Update Docs File Archive Logic |
| Story | DOCS-9608 | Setup an alert for AgreementBulkInititation by end-users |
| Story | DOCS-8887 | Add MICs to Supported Products page and export for FIA Tech users |
| Story | DOCS-8855 | Email notification to initiator for agreements initiated in Bulk |
| Story | DOCS-9555 | Remove unused code/proc for GetRsWorkstreamSupportedProductsInfo.sql |
| Story | DOCS-9491 | View only screen for non-initiating parties for agreements in Initiation Rejected state |
| Story | DOCS-9383 | Replace "User is currently editing this page..." exception with info message |
| Story | DOCS-9031 | Add "View Library" link under "Attach from Library" button on Advanced Initiation page |
| Bug | DOCS-9246 | RS WS - When user edits RS WS to "Do Not Attach Rates" it still validates RS not supported products |
| Bug | DOCS-9396 | Toggle for 'Auto Support New Products' should be saved for separate roles in Edit mode |
| Bug | DOCS-9597 | Free users are not able to access agreements in Pending Initiation state |
| Bug | DOCS-9371 | Initiate Agreement - No error appears when inputting duplicate parties |
| Bug | DOCS-9395 | Removed Products count is updated for non-editing users before workstream is saved |
| Bug | DOCS-9333 | Approve RS Workstream on Initiation checkbox is not disabled in some cases when a broker party is not approved by Customer/Trader |
| Bug | DOCS-9582 | Unsupported products - Send for Approval button doesn't change state instantly after discarding WS changes |
| Bug | DOCS-9427 | Incorrect workstream statuses when editing parties on uploaded agreement |
| Bug | DOCS-9466 | User permissions grid checkboxes are shifted on high-resolution screens |
| Bug | DOCS-9472 | Associated Rate Schedule names are not displayed when the agreement is in the Pending Initiation state |
| Bug | DOCS-9488 | Change On to on in confirmation modal in Manage Parties page. |
November 8, 2021 - 1.0.199.18
Highlights:
- Set up Supported Products for each party and apply them to agreements
| Issue Type | Issue key | Summary |
| Epic | DOCS-78 | Maintenance of supported products reference data by brokers |
| Epic | DOCS-9591 | Apply Supported Products to Agreements |
| Story | DOCS-9143 | Fix/Update Reports Download Button |
| Story | DOCS-9531 | Adjust "# Agreements" column on Products page |
| Story | DOCS-9444 | Trigger agreement count calculation only on Save RS Workstream |
| Story | DOCS-9378 | Turn on the strictTemplates in angularCompilerOptions and correct some errors. Part 3 |
| Story | DOCS-9355 | Turn on the strictTemplates in angularCompilerOptions and correct some errors. Part 2 |
| Story | DOCS-9256 | Apply proper email regex for infrequently used fields |
| Story | DOCS-9214 | Create BulkPending agreement upon Bulk agreement init |
| Story | DOCS-8609 | Rework Agreement Intersection calculations |
| Bug | DOCS-9362 | "Error in Calling API" when attempting to permission users to large institution |
| Bug | DOCS-9258 | Null Reference error in Prod on AgreementRiskWorkstream |
| Bug | DOCS-1684 | 403: Permission Denied Error when using account upload template |
October 11, 2021 - 1.0.197.30
| Issue Type | Issue key | Summary |
| Story | DOCS-9133 | Correct Flow tabs in multiple VC jobs where its missing |
| Story | DOCS-5332 | Populate ApprovedOn, SentOn, RejectedOn fields in the Approves table using AgreementAuditActions table |
| Story | DOCS-9182 | Users should be warned about unsaved changes when navigating away from the Manage Parties page |
| Story | DOCS-9163 | Turn on the strictTemplates in angularCompilerOptions and correct some errors. Part 1 |
| Story | DOCS-9132 | Add Region-level indicator for newly added products |
| Story | DOCS-9305 | Supported Products - Header Fixes |
| Bug | DOCS-9387 | Showing agreements count always 0 when party is not selected |
| Bug | DOCS-9032 | Fix Alignment on Executed Agreement Status Bar |
| Task | DOCS-9204 | Use GenericIdsParameter where possible |
September 20, 2021 - 1.0.195.29
Highlights:
- Rate Schedule report available on Agreement Search page
| Issue Type | Issue key | Summary |
| Story | DOCS-7095 | Report with details from multiple rate schedules |
| Story | DOCS-9287 | Docs API AgreementRiskUpdates Call optimization for normal api users |
| Story | DOCS-9061 | VC jobs should always use ISmtpService instead of SmtpService in the BatchImpl ctor |
| Story | DOCS-8577 | Implement "expandability" identifiers for grouped products |
| Story | DOCS-9008 | Update billing fields for Master billing file (and any sample files generated) |
| Story | DOCS-8828 | Exclude from billing firms that have onboarded less than 30 days prior the end of a billing cycle |
| Story | DOCS-8644 | Create individual billing reports for the per agreement costs for all billable institutions |
| Story | DOCS-8640 | Generate all final billing files onto an SFTP folder |
| Story | DOCS-8357 | Arrange default sorting on Rate Schedule view screens |
| Story | DOCS-8802 | Executed Agreement Stored Proc Enhancement |
| Story | DOCS-7528 | Debug Enabled |
| Story | DOCS-7526 | Misconfigured HTTP Header: SameSite Attribute |
| Story | DOCS-7512 | 2.3.10 Weak Configuration - Strict-Transport-Security |
| Bug | DOCS-9134 | Users are getting DPA screen for Institution name after S193 release |
| Bug | DOCS-9137 | RS banner is stuck in the middle of the process |
| Bug | DOCS-9280 | Infinite loop bug in RS download |
| Bug | DOCS-9119 | Fix Docs Billing Visual Cron Job |
| Bug | DOCS-9118 | Delete Current Quarters Data throws a Memory Exception |
| Bug | DOCS-9063 | RateScheduleAgreementHtml Null Ref Error |
| Bug | DOCS-9038 | Duplicate Key Exception for CA Upload |
| Bug | DOCS-8974 | Docs Billing - NonStp Storage aggregated count is not distinct |
| Bug | DOCS-9093 | Executing account download fails sometimes with sql exception |
| Bug | DOCS-9057 | Initiate Agreement link elements are present in DOM for user without rights to Access the page |
| Bug | DOCS-9095 | Supported product grid is shaking when history tabs are clicked. |
| Bug | DOCS-9178 | Products page - Unexpected 403 error on page load |
| Task | DOCS-9123 | Investigate the loading of the Supported Products page without default party selected |
August 16, 2021 - 1.0.193.17
Highlights:
- Updated agreement initiation screen to add additional details
| Issue Type | Issue key | Summary |
| Epic | DOCS-7374 | Advanced Agreement Initiation |
| Story | DOCS-9035 | Downgrade *.Unsafe dll to 4.* for 192 and 193 |
| Story | DOCS-9020 | Implement the feature key to alter synchronous and async RS WS products calculation |
| Story | DOCS-8983 | Create Stored Procedure to calculate Supported Products data in agreement RS WS |
| Story | DOCS-8885 | Adjust agreement Drafts to be visible by the initiating party only |
| Story | DOCS-8795 | Error message update when accessing Agreements and Documents that the user is not entitled to |
| Story | DOCS-8641 | Maintain a date of when an institution (highest party level) becomes billable |
| Story | DOCS-8658 | Information Disclosure via Error Handling |
| Bug | DOCS-9075 | Supported product page displaying No records available |
| Bug | DOCS-9070 | Upload Agreement - "Save Draft" button should be present for Agreement Initiators |
| Bug | DOCS-8876 | Agreements in Pending Initiation state are not sent as deleted for Atlantis type API users |
| Bug | DOCS-9062 | Concurrency Exception in RateSchedule SendToApprove |
| Bug | DOCS-8977 | The "Agreement initiated" history record is missing if the agreement is initiated after approving a visibility request |
| Bug | DOCS-8712 | Email notification is not sent when associating Clearing Account with suggested agreements |
July 19, 2021 - 1.0.191.22
| Issue Type | Issue key | Summary |
| Story | DOCS-8972 | Remove the "Pending" status for Supported Products count |
| Story | DOCS-8893 | Adjust Rate Schedule WS to support delayed operations on Products |
| Story | DOCS-8854 | Disable saving agreement as Draft for Bulk agreements |
| Story | DOCS-8459 | Display "You are initiating:" modal upon bulk initiation |
| Story | DOCS-8354 | Adjust notification Emails for simultaneous actions, done upon initiation |
| Story | DOCS-8871 | Docs API AgreementUpdates Call optimization for normal api users |
| Story | DOCS-8353 | Arrange History Records for simultaneous actions, done upon initiation |
| Story | DOCS-8179 | Upload clearing accounts for my party: email notification |
| Story | DOCS-8066 | Add Rate Schedule WS Info to Initiation: Approve on initiation |
| Story | DOCS-8859 | Set maximum number of agreements for Bulk agreement initiation |
| Bug | DOCS-8872 | Email deleted notification for party changes are sent with the incorrect party information |
| Bug | DOCS-8512 | Manage Parties - Removing Contact from Master preferences doesn't generate a Party history record |
| Bug | DOCS-8236 | Redundant history record when editing parties on agreement while agreement is in Composition |
| Task | DOCS-7183 | Add share for r/o users to review processing directories on batch servers |
June 21, 2021 - 1.0.189
| Issue Type | Issue key | Summary |
| Story | DOCS-8654 | Require the addition of an "all" product when adding new product groups to an exchange |
| Story | DOCS-8731 | Users display as associated to parties for which they only have Agreement Viewer permission |
| Story | DOCS-8781 | Display load time for multiple DOCS screens |
| Story | DOCS-8793 | Docs API Updates Call optimization |
| Story | AC-321 | Update Owin to latest version in all products |
| Story | AC-238 | Upload and download signed DPA pdf documents |
| Story | UH-349 | Capture contact details also for participants that have physically signed the DPA |
| Story | DOCS-8770 | Investigate immediate supported products recalculation for rate schedules uploaded in the workstream |
| Story | UH-357 | Bypass DPA Agreement and DPA Contacts for user simulation |
| Bug | DOCS-8555 | Adding existing Clearing Accounts in the Docs api results in 500 error |
May 31, 2021 - 1.0.187.29
| Issue Type | Issue key | Summary |
| Story | DOCS-8782 | Supported Products feature flag break-up |
| Bug | DOCS-8695 | Agreement Page - Party Links to "User directory" are not working |
May 24, 2021 - 1.0.187.24
Highlights:
- Executing account report available on the Agreement Search page
| Issue Type | Issue key | Summary |
| Story | DOCS-8838 | Introduce config entries for Parallel Threads in the CA Suggested Agreements and CalcData |
| Story | DOCS-8772 | Add non-unique non-clustered index on AgreementsCount column in ProductPartyRolePermissions table |
| Story | DOCS-8537 | Users display as associated to parties for which they only have Agreement Viewer permission |
| Story | DOCS-8105 | Export All Executing Accounts |
| Story | AC-307 | Reduce whitespace in workstream widget expanded view |
| Story | DOCS-8539 | Unity upgrade changes |
| Story | AC-309 | Add items per page for Docs Workstream Status widget |
| Story | AC-302 | Update Unity to latest version in all products |
| Story | AC-260 | Upgrade Angular from 7 to 10 / CI Angular Client - Azure |
| Story | DOCS-8651 | Add element IDs to the Supported Products page |
| Story | DOCS-8604 | Update the wording of tooltips |
| Story | DOCS-8543 | Update N and Y wording within the "Removed Products"column |
| Story | AC-311 | Cleanup common packages and binding redirects |
| Bug | DOCS-8701 | Resuming Agreement from Suspension doesn't work on Agreement screen |
| Bug | DOCS-8689 | Columns of Party History tab filters are jumping |
| Task | DOCS-8590 | Investigate irrelevant data display on Products page when navigating |
| Task | DOCS-8391 | Investigate possibilities of Agreement Search tuning |
April 28, 2021 - UH 1.2.185.14
| Issue Type | Issue key | Summary |
| Bug | DOCS-8666 | Agreements Inaccessible - Error in calling API. 'v2/users' |
| Bug | UH-350 | Invalid SignDpaAgreement request Warning when attempting to Sign DPA |
April 26, 2021 - 1.0.185.23
Highlights:
- Updated navigation and information for Party Not Found/Visibility Requests on Agreement Initiation screen
- Download Clearing Account Report from the Agreement Search screen
| Issue Type | Issue key | Summary |
| Story | DOCS-8387 | Display Action Pending and Visibility Request rejection notifications in Pending Initiation/Initiation Rejected |
| Story | DOCS-8386 | Provide Additional PNF Request Info to Agreements in Pending Initiation |
| Story | DOCS-7943 | Provide Additional Visibility Request Info to Agreements in Pending Initiation |
| Story | DOCS-8360 | Add version year to Docs API AgreementDetails call v2 - non-breaking change |
| Story | UH-76 | Send email alerting users to password and API key expiry |
| Story | DOCS-8455 | Add a timer on the Search Agreement Page |
| Story | DOCS-2416 | Download Clearing Account from Agreement Search Screen |
| Story | DOCS-8350 | Use FIA Tech Ref. Data Manager admin role in the system |
| Story | DOCS-8536 | Change AppCode length to 50 in nlog app.config |
| Story | AC-283 | Update Workstream Status widget UI issues |
| Story | AC-293 | Update Automapper to latest version in all products |
| Story | UH-348 | OCR and Docs admins should be able to assign the Contact admin permission in UserHub to the participants for which they are admins |
| Story | UH-345 | Turn off browser autocomplete suggestions on all pages in UH |
| Story | UH-342 | Create a new permission for managing contact information in UserHub - Contact Admin |
| Story | UH-340 | Display DPA contact information in the grid itself on the Agreements & Protocols page |
| Story | UH-333 | Modify internal APIs to remove check for website being sitedown |
| Story | DOCS-8375 | Implement Workstream Status on/off spinning indicator |
| Story | AC-287 | Change icons for non-applicable Workstream Status sign |
| Bug | DOCS-8492 | Selecting from the available list of jurisdictions results in an error if the selected jurisdiction is longer than 50 chars |
| Bug | DOCS-8610 | Supported Products - API - Incorrect Value Passed for ExchangeCode |
| Bug | DOCS-8475 | Party Admins are unable to generate api keys for their party users |
| Bug | UH-352 | Clear Users collection inside Participant inside URA inside User collection |
| Bug | DOCS-8636 | LCC Agreement Upload doesn't work - Error in DocsProcessingFileWatcher job |
| Bug | DOCS-8580 | Unable to Add User Role as Admin |
| Bug | DOCS-8562 | Error in manage users page when user is only party admin |
| Task | DOCS-8409 | Adjust Clearing Account association tracking to work with Notification Processor |
| Task | DOCS-8432 | Create a URL for GUA Adopting Parties webpage |
March 29, 2021 - 1.0.183.26
Highlights:
- Use of bulk email notifications for API clearing account updates
- Collection of DPA related contacts
- Updated contents of Clearing Account report to add Executing Broker
| Issue Type | Issue key | Summary |
| Story | DOCS-6823 | iText license changes |
| Story | DOCS-8388 | Remove existing DPA check and popup display logic in Docs |
| Story | DOCS-8289 | Build VC job to pre-calculate Workstream status data |
| Story | UH-339 | Show DPA Contacts screen to users after signing the DPA |
| Story | AC-213 | Add Workstream Status Widget to Accelerate dashboard |
| Story | AC-279 | Improve party selector dropdowns within the WS Status report widget |
| Story | DOCS-8137 | Risk Api v2 - New Project Part 2 |
| Story | DOCS-8167 | Create the stored proc to support Dashboard workstream widget |
| Story | DOCS-8154 | Merge PartyContact table design changes |
| Story | DOCS-7484 | Batch Email Notifications for API Clearing Account Updates |
| Story | DOCS-8195 | Add sorting to workstream status columns on search |
| Story | DOCS-8133 | Update contents of clearing account report |
| Story | DOCS-8270 | Rename 'Api User' to 'Gua Api User' |
| Story | UH-308 | Expand unit test coverage for email processor |
| Story | UH-298 | Differentiation between normal user accounts and API accounts |
| Story | AC-280 | Use GetEntitlementsXml from Shared to pass as parameter for UserHubWebApiAdapterMock |
| Story | DOCS-8191 | Add Tooltips to Workstream Status columns in the Agreement Search |
| Story | DOCS-8183 | Investigate and turn on some of eslint rules |
| Story | DOCS-8349 | Remove timestamp from the DOCS agreement export PDFs |
| Story | DOCS-8212 | Enable agreement transitioning for new EFRP agreement types |
| Story | DOCS-8274 | Use GetEntitlementsXml from Shared to pass as parameter for UserHubWebApiAdapterMock |
| Story | DOCS-8240 | Change icons for non-applicable Workstream Status sign |
| Story | UH-330 | Hide Security Questions, Last Login and Password Expiry info for "API Only" user types on Manage page |
| Bug | DOCS-8330 | Fix the date format within the DOCS agreement export PDFs |
| Bug | DOCS-8153 | Null Reference error in Prod on AgreementRiskWorkstream |
| Bug | DOCS-8084 | GetAgreementRiskViewModel Null Error |
| Bug | AC-291 | Memory leak when removing the widget while data are loading |
| Bug | AC-282 | Workstream Status widget UI issues |
| Task | DOCS-8409 | Adjust Clearing Account association tracking to work with Notification Processor |
| Task | DOCS-8374 | Implement Clearing Account association tracking |
| Task | DOCS-8456 | Refactor AgreementRemovedProducts view to make it less resource consuming |
March 1, 2021 - 1.0.181.19
Highlights:
- Roll out of 2021 EFRP/Block Agreement
- Workstream status overview included in the Agreement Search screen
- Addition of default brokerage currency on the Supported Products page
- Download of signed DPAs
| Issue Type | Issue key | Summary |
| Story | DOCS-7372 | Implement 2021 EFRP Block Agreements |
| Story | DOCS-8003 | Add new agreement party role Broker to support implementation of new EFRP agreement types |
| Story | DOCS-7547 | Bulk CA flyout: implement "Select all" option |
| Story | DOCS-7100 | Implement e-rate search and PDF rate schedule search as separate components |
| Story | DOCS-7733 | Risk Api v2 - New Project |
| Story | DOCS-8006 | Give users the ability to update from 2017 or 2008 EFPT/EFPC agreement versions to 2021 |
| Story | DOCS-1758 | Agreement Search - Include Approval Matrix in Results Columns |
| Story | DOCS-8239 | Improve Agreement Search page performance |
| Story | DOCS-8224 | Apply Session state fix in AgreementApi and AgreementRiskApi |
| Story | DOCS-8198 | AppCues - Sprint 181 New Feature Tour |
| Story | DOCS-7876 | Adjust the grouping of products in GUA rate schedules hierarchical view |
| Story | DOCS-7276 | Add default brokerage currency column to supported products page |
| Story | AC-237 | Download signed DPA |
| Bug | DOCS-7307 | Clearing Account Last modified by User is not Properly Displayed Following REST API Account Addition |
| Bug | DOCS-8109 | 2017 versions of LMETXM and LMETXMCB templates are missing |
| Bug | DOCS-8085 | Fix Duplicate Key Exception |
| Bug | DOCS-8152 | 'Help' dropdown in Docs is partially blocked by the 'Find Agreement' field |
| Bug | DOCS-7970 | Error in calling Api. 'emailQueueDepth', |
| Task | DOCS-8061 | Migrate from tslint to eslint |
February 8, 2021 - 1.0.179.21
| Issue Type | Issue key | Summary |
| Bug | DOCS-8196 | Product page doesn't load with any information upon page access |
| Bug | DOCS-8182 | Rate schedules with banded rate download with incorrect "band rate type" |
February 1, 2021 - 1.0.179.20
Highlights:
- Workstream status report
- Bulk edit clearing accounts in Clearing Account library (Clearing Broker only)
- Reverse approval actions
- Counterparty report enhanced with LEI and Party ID
| Issue Type | Issue key | Summary |
| Epic | DOCS-2089 | Bulk update clearing accounts in library |
| Story | DOCS-7916 | Replace Status with State in Agreement Search exports |
| Story | DOCS-7963 | Include LEI and Docs PartyID data in Counterparty Report |
| Story | DOCS-7936 | Create Swagger page for RateSchedule Api |
| Story | DOCS-7935 | Create Swagger page for Agreement Api |
| Story | DOCS-7929 | Investigate/prepare to Angular 10 migration |
| Story | DOCS-7912 | Refactor trigger approach in shapshots for partyRolePermission |
| Story | DOCS-7843 | Workstream status report |
| Story | DOCS-7778 | New Font Style for non-active users: RS Library |
| Story | DOCS-7777 | Analytics - Add Unique IDs to sections with mailto links |
| Story | DOCS-6611 | Process bulk clearing account notifications |
| Story | DOCS-7983 | Adjust wording in pop-ups |
| Story | DOCS-7707 | Display loading spinner when switching between Supported Products history tabs |
| Story | DOCS-4813 | Remove Rank from DocsWebApi-RateSchedule RatesModel - Breaking change (v2 only) |
| Story | DOCS-1372 | Reverse Approval action on agreements in Execution |
| Bug | DOCS-8063 | Section 2 Notice: there are more email recipients than expected |
| Bug | DOCS-8025 | Wrong "Approved by" party information appears in email notifications if the user represents several parties on the same agreement |
| Bug | DOCS-8004 | New user accounts cannot be edited in Docs until the email address has been verified |
| Bug | DOCS-7989 | Email notification is not sent when a signature file is uploaded for a non-conformed party |
| Bug | DOCS-7960 | Session expiration pop-up header is not visible in Docs |
| Bug | DOCS-7944 | User admins are unable to create additional user accounts under some conditions |
| Bug | DOCS-7830 | Sign Agreements checkbox should be checked for all newly created parties |
| Bug | DOCS-7430 | DocsSuggestedAgreementsRecount job may fail under some conditions |
| Bug | DOCS-8144 | Supported Products export button should be disabled when there are zero records in the grid |
| Bug | DOCS-8112 | Excessive history records when creating a new party |
| Bug | DOCS-8078 | Prod Client error Unable to get property 'length' of undefined or null reference |
| Bug | DOCS-8075 | Bugs around the User Permissions grid for party admins |
| Bug | DOCS-8069 | Workstream Report is not prepared in the Accelerate Reports page |
| Bug | DOCS-8015 | Error when Party Admin tries to save a new user |
| Bug | DOCS-7996 | "Object reference not set to an instance of an object" error when saving user permission updates |
| Bug | DOCS-7978 | Error when the user tries to edit Clearing account right after restoring it from the archive |
| Bug | DOCS-7973 | The user is able to save Clearing Account Expiration Date that is earlier than Effective Date |
| Bug | DOCS-7972 | CA bulk expire reports are not prepared in the Accelerate Reports page |
| Bug | DOCS-7955 | Product Type dropdown should contain only relevant options |
| Bug | DOCS-7924 | Workstream lock causes error if party becomes non-conforming |
| Bug | DOCS-7921 | Clearing Account can be associated to duplicate agreements by bulk association |
| Bug | DOCS-6976 | "Jan" month is shown as a year on a calendar instead of separate month |
| Bug | DOCS-2500 | Add Clearing Account in Workstream missing inline labels |
| Bug | DOCS-2017 | Error when initiating agreement with Party name greater than 200 Characters |
| Bug | DOCS-8131 | The beginning of the month is not displayed when switching between months in the date picker |
| Bug | DOCS-8127 | "Last Action" column text updates only after the page refresh |
| Bug | DOCS-8110 | Dialog box need to be fixed |
| Bug | DOCS-8074 | Full agreement workstream states appear as "N" if the party gets conformed after the agreement was executed |
| Bug | DOCS-8030 | Fix column names indicating agreement state around the system so they all say "State" |
| Bug | DOCS-8024 | Agreement party role should be used in email notifications |
| Bug | DOCS-8021 | Agreement party role should be used in "On Behalf Of" dropdown |
| Bug | DOCS-8017 | Align "Associate accounts to agreements" pop-up calendar style with other calendars in the system |
| Bug | DOCS-6366 | Last modified by is not updating for DELETE /rateSchedule API call in RS Library |
2020 Releases
December 14, 1.0.175.37
| Issue Type | Issue key | Summary |
| Story | DOCS-7953 | Agreement Details v1 API should not send Rate Schedule row containing v2 rate types |
| Story | DOCS-7869 | Adjust handling of API v2 specific Rate Types within DOCS |
December 7, 1.0.175.36
Highlights:
- Roll out of new rate types for BPS (underlier price) and % dividend notional
- Display DPA modal to all users for signature
- Display DPA status for parties
- Align modal styles across full system
| Issue Type | Issue key | Summary |
| Story | DOCS-7680 | Update rate type names on UI and introduce new rate types for BPS and Percent Dividend Notional |
| Story | DOCS-7801 | Modify all pop-ups to use new styling #2 |
| Story | DOCS-7732 | Add a new project called RateScheduleWebApi for RateSchedule v2 API |
| Story | DOCS-7731 | Add a new project called AgreementWebApi for Agreement v2 API |
| Story | DOCS-7673 | Update error messaging for PDF files that cannot be downloaded |
| Story | DOCS-7575 | Add active/inactive flag to products within rate schedules and agreement details API calls - nonbreaking change |
| Story | DOCS-7569 | Investigate and adjust ProductAuditAction |
| Story | DOCS-7567 | Display DPA to all users for signature |
| Story | DOCS-7521 | Update iText Nuget Package |
| Story | DOCS-7447 | Warn user of unsaved changes upon navigating away from agreement |
| Story | DOCS-5330 | Modify all pop-ups to use new styling #1 |
| Story | DOCS-533 | Loading spinner should keep the application menus clickable |
| Story | DOCS-7740 | Remove 25px bottom padding from .status-bar on agreement |
| Story | DOCS-7718 | Use inactive font style for archived accounts |
| Story | DOCS-7555 | Align fonts of History records for actions with Products |
| Story | DOCS-7438 | Separate FCS Rate Schedules component from GUA Rate Schedules |
| Bug | DOCS-7826 | RestApiV2Enabled FiaSiteConfig key works only after IIS restart |
| Bug | DOCS-7682 | Docs is sending emails to non-validated user hub email addresses |
| Bug | DOCS-7881 | Light footer part appears while loading pages in DOCS |
| Bug | DOCS-7861 | Error in calling Api (UH) |
| Bug | DOCS-7824 | Fix the tooltip in case of non-valid signature file |
| Bug | DOCS-7823 | Non-valid Risk Limit files can be downloaded from GUSA agreements |
| Bug | DOCS-7765 | Notice sender user is displayed as non-active in transition notice details |
| Bug | DOCS-7660 | Fix border width in Clearing Accounts library |
| Bug | DOCS-7650 | Users are displayed as non-active in Transition Center and Counterparty report |
November 9, 1.0.173.24
Highlights:
- Display last modified information on the Supported Product page
| Issue Type | Issue key | Summary |
| Story | DOCS-7623 | Adjust rules for opening Rate Schedules in tabs |
| Story | DOCS-7573 | Call Appcues.Page() on each page change |
| Story | DOCS-7525 | Remove the "new design" of GUA search tab |
| Story | DOCS-7443 | Show last modified information within the Supported Products Page. Show history section on Supported Products page |
| Story | DOCS-7381 | Implement VC job to process Product uploads and history records |
| Story | DOCS-7612 | Make Party Name column unique |
| Story | DOCS-7606 | Normalize styles on the manage party page |
| Story | DOCS-7560 | DPA status display on parties in Docs |
| Story | DOCS-7494 | Implement Virtual scrolling for Supported Products history |
| Story | DOCS-7483 | Display suggested agreements column to non-CB parties |
| Story | DOCS-7439 | Upgrade Angular, Kendo and NGRX dependencies |
| Story | DOCS-7437 | Angular update for DOCS: detect the version to upgrade to |
| Story | DOCS-7357 | Implement Products caching |
| Story | DOCS-6991 | Integrate reporting stored procs in repo |
| Bug | DOCS-7445 | Exclude potential duplicate agreements from suggested agreements |
| Bug | DOCS-7667 | Wrong Execution Type on Sub products |
| Bug | DOCS-7676 | Archive Clearing Account flag doesn't take effect until IIS is restarted |
| Bug | DOCS-7753 | Transition Updater TimeOut |
| Bug | DOCS-7459 | User is not able to save exemptions for product groups with a single product |
| Bug | DOCS-7544 | Once agreement is stale, "Last Modified by" field equals "Unknown" instead of "System Process" |
| Bug | DOCS-7587 | Visibility requests for uploaded agreements don't appear in the Dashboard |
| Bug | DOCS-2104 | Adding an Executing Account as EB initiates an amendment in some corner cases |
| Bug | DOCS-7611 | "All Brokers" scrollbar indicator may disappear from the visible area |
| Bug | DOCS-7558 | Fix the text that is displayed when the system is loading Supported Products history |
| Bug | DOCS-7574 | Misleading Last Action information for non-broker parties |
| Task | DOCS-7312 | Investigate inconsistencies for same Clearing Account ID in AgreementClearingAccount and ClearingAccount tables |
| Task | DOCS-7285 | Investigate Rate Schedule page slowness |
October 12, 1.0.171.23
Highlights:
- Archive Clearing Accounts
- Performance improvements to the Counterparty page
| Issue Type | Issue key | Summary |
| Story | DOCS-7454 | Implement support of new GetAllAdmins method in DOCS #2 |
| Story | DOCS-7378 | Improve performance of Counterparty Report page |
| Story | DOCS-7395 | Archive Clearing Accounts |
| Story | DOCS-7497 | Allow underscore in clearing and executing accounts |
| Story | DOCS-7407 | Find unused methods in the whole code and delete if not needed |
| Story | DOCS-6923 | URL should always contain the agreement Id for any agreement workflow |
| Story | DOCS-1760 | Show "loading" and "no results" found in combo boxes |
| Story | DOCS-7336 | Add a new date in the backend for products - delist date |
| Story | DOCS-7290 | Build VC job to verify all PDF attachments |
| Story | DOCS-7458 | Improve header of "Associate accounts to agreements" modal |
| Story | DOCS-2356 | Agreement in Initiation Rejected should show the agreement state in the status bar |
| Bug | DOCS-7520 | User is unable to update permissions for themselves if they only have party admin for some parties within their institution |
| Bug | DOCS-2516 | "Add All" action adds effective and expiration dates from Available Clearing Accounts |
| Bug | DOCS-2663 | Clearing Account Workstream Search Field is Case Sensitive when it shouldn't be |
| Bug | DOCS-5573 | DOCS UI: In "Transition Center" -- the last 5 columns have numeric values in them, which are left-aligned and right on the border b/w this column and the previous column |
| Bug | DOCS-5043 | Docs Agreement Report Displays JIRA ID and individual FIA Tech Admin For "Modified By" Field |
| Bug | DOCS-7463 | Feature flag update doesn't automatically apply for all web servers |
| Bug | DOCS-3424 | Agreement search - Party search popup query is inefficient |
| Bug | DOCS-7367 | Non-active user account name is not displayed in correct font in some pages |
| Bug | DOCS-7363 | User name is not displayed in non-active user font in some pages when user permissions are removed |
| Bug | DOCS-7398 | FIX icons and tooltips in Risk Limits workstream of GUSA agreements |
September 13, 1.0.169.31
Highlights:
- Prevent uploads of PDF files that cannot be read by system
| Issue Type | Issue key | Summary |
| Story | DOCS-5560 | Use PreviousState to present agreements sent back to PendingInitiation as Deleted over the API |
| Story | DOCS-1972 | Disallow upload of certain PDF files |
| Story | DOCS-7441 | Implement Refresh button for the Clearing Accounts Library page |
| Bug | DOCS-7418 | Error when user tries to download an agreement |
| Bug | DOCS-7486 | Clearing Account Library - When attaching CA to an Agreement through Suggested Agreements modal, CA is attached with empty description |
| Bug | DOCS-7414 | Redundant history record "Executing accounts edited and TBA selected" is created on Rate Schedule workstream save |
| Bug | DOCS-7254 | TradeReport processor failure mode doesn't fail the job |
| Bug | DOCS-6423 | Agreement deleted message does not display deleting user when searching from Accelerate widget |
| Bug | DOCS-6230 | Download agreement error |
| Bug | DOCS-3142 | Error in case two user tries to make changes on transition agreements page at the same time |
| Bug | DOCS-7369 | Non-active users are not displayed correctly in Manage Users page |
| Bug | DOCS-6662 | FIA Tech admin is not able to deselect "Free user" checkbox, if it was selected for CB/EB party in the past |
| Bug | DOCS-2008 | Search icon is missing in Agreement search contacts |
| Bug | DOCS-1876 | Upload button issue |
| Task | DOCS-7426 | Change DocsSuggestedAgreementsRecount job from daily to every minute |
August 31, 1.0.168.29
Highlights:
- Suggest agreements to which an account can be added in the CA Library
- Inactive font style applied to users removed from a party
| Issue Type | Issue key | Summary |
| Epic | DOCS-7392 | Suggest agreements to which an account can be added |
| Story | DOCS-7337 | Clearing Account calculation in a batch job |
| Story | DOCS-7292 | New Font Style for non-active users: all other pages |
| Story | DOCS-7207 | New Font Style for non-active users: Agreement/Document page |
| Story | DOCS-7204 | Add Unique ID's for Workstream Actions for Analytics |
| Story | DOCS-7049 | RS Builder: Brokerage amount should not require leading 0 before decimal |
| Story | DOCS-5684 | Make LastModified column non-nullable in Agreement table |
| Bug | DOCS-5790 | PartyID is populating as NULL in AgreementParties |
| Bug | DOCS-7322 | Restricted characters are not validated when uploading file in the workstream |
| Bug | DOCS-7287 | History tab: some records for actions are not displayed for workstream tabs |
| Bug | DOCS-6945 | Error message when trying to create a user that already exists in UserHub is inappropriate at times |
| Bug | DOCS-6433 | Following agreement deleted but still showing in UI. |
| Task | DOCS-7355 | Improve Products download file processor |
| Task | DOCS-7255 | Include the API principles in the most recent API documentation |
August 16, 2020 1.0.167.24
Highlights:
- Navigation improvements in the rate schedule builder
| Issue Type | Issue key | Summary |
| Story | DOCS-99 | Add new product reference data - FIA Tech admin ref data management |
| Story | DOCS-7032 | Remove Local cache in Docs which uses entitlements |
| Story | DOCS-6795 | Download template for Docs product additions - FIA Tech admin |
| Story | DOCS-7071 | Agreement Updates call should restrict the time horizon to 1 year |
| Story | DOCS-7046 | AutoFocus Rate Schedule Name Field in "Build New" Rate Schedule Modal |
| Story | DOCS-7027 | Clicking on a menu option should allow users to navigate to landing page for the section |
| Story | DOCS-7047 | RS Builder: Advancing Fields |
| Story | DOCS-7143 | Build integration tests for search functionality (GUA, series #3) |
| Story | DOCS-4300 | Show number of contacts, associated with party |
| Story | DOCS-7128 | Add Searching Progress icon to Party Search Modal |
| Story | DOCS-7104 | Implement virtual scrolling for Transition center page |
| Story | DOCS-6614 | Adjust contents of tooltips, displayed for unsupported products |
| Story | DOCS-7112 | Remove Soap Api from Docs solution |
| Bug | DOCS-6577 | Clearing accounts are missing for trader or customer in the clearing accounts table and library |
| Bug | DOCS-7217 | Signature file "Replace", "Download", "Revoke" features in Counterparty Report page don't work for FIA Tech GUA Level 1 Support admins |
| Bug | DOCS-7149 | Counterparty Report for FIA Tech GUA Level 1 Support admins is displayed in party user format |
| Bug | DOCS-5916 | Party contact deleted from User Hub, but still shows on PDF contact page |
| Bug | DOCS-1459 | Agreement Search CSV - All party fields populate with status value, even if not party on agreement |
| Bug | DOCS-4239 | Spacing is off in Paragraph 7a of STDT Agreement |
| Bug | DOCS-2520 | Rate Schedule Library: 'Enter' key on keyboard doesn't perform any action |
| Bug | DOCS-7265 | Default sorting within groups of Supported Products page is not working correct for FIA Tech admins |
July 17, 2020 1.0.164.45
| Issue Type | Key | Summary |
| Bug | AC-202 | Timeout counter can become out of sync resulting in early timeouts |
| Bug | AC-198 | Session warning popup closes on clicking outside the popup |
July 13, 2020 1.0.164.44
Highlights:
- Display Atlantis volume in the Docs Pending Actions widget
- New rate schedule view mode to allow hierarchical view of products
- System timeout at 30 minutes of inactivity
| Issue Type | Key | Summary |
| Story | AC-34 | Include sort by Atlantis volume in the Docs Pending Actions widget |
| Story | DOCS-6408 | Show effective date information on non-Executed agreements matching to Atlantis volume |
| Story | DOCS-5376 | Update rate schedule view to allow hierarchical view of products |
| Story | DOCS-6554 | Implement rules of default sorting within groups for Rate Schedules in hierarchical view (GUA) |
| Story | DOCS-6253 | Update UI to display no "Bill To" value when database shows a null |
| Story | DOCS-6583 | Update England & Wales paragraph placement on EFP agreements |
| Story | DOCS-1533 | Update naming of address fields to align them across locations |
| Story | DOCS-5556 | Refactor SaveParty method #1 |
| Story | DOCS-5344 | Add Transition information to the cloned Agreements history |
| Story | DOCS-6182 | Update buttons to say "Export" when report ends up in reports library |
| Story | DOCS-6220 | Update History records with actual transition notice IDs and hyperlinks |
| Story | DOCS-5377 | Add toggle to rate schedule editor to switch from hierarchy to builder view |
| Story | DOCS-5951 | Automatic entitlements for Limits and Conditions Center visibility |
| Story | DOCS-6310 | Display Product group for the new exclusions on the FlyOut |
| Story | DOCS-6422 | Align Executing Account Table with Clearing Account table |
| Story | DOCS-5134 | Restrict characters allowed in clearing and executing account account ID fields |
| Story | DOCS-5149 | Align fonts of party names in Clearing Accounts Library |
| Story | DOCS-4316 | Move Docs email templates to Content |
| Story | DOCS-5865 | Show generic error message when something unknown goes wrong |
| Story | DOCS-6885 | Update batch notification flow to properly alert on timeouts |
| Story | DOCS-7021 | Refactor Counterparty Report SQL |
| Story | DOCS-1396 | Give users an option to modify incorrect jurisdiction on migrated LME agreements |
| Story | DOCS-5141 | Align fonts of party names on Manage Users screen for FIA admins |
| Story | DOCS-3895 | Set proper Initiating Party for cloned agreements |
| Story | DOCS-4773 | Align behavior of main menu items when user is already on page in question |
| Story | DOCS-5142 | Align fonts of party names on User Directory screen |
| Story | DOCS-5133 | Align fonts of party names on Manage Parties screen |
| Story | DOCS-6793 | Remove "Primary Contact" column from Manage Parties page |
| Story | DOCS-5147 | Align fonts of party names in Rate Schedule Library |
| Story | DOCS-5144 | Align fonts of party names in Transition Center |
| Story | DOCS-5060 | Implement "Download Template" button in L&C Center |
| Story | DOCS-6803 | Updates to text on screen for uploaded agreement |
| Story | DOCS-4542 | RS Builder - Default "Rate Type" field to "Per Contract" |
| Bug | DOCS-6472 | Default Limits & Conditions not applied when agreement goes to Pending Initiation prior to composition (non-conformed party case) |
| Bug | DOCS-6466 | Inactive Product Groups with no products display in rate schedule builder |
| Bug | DOCS-6357 | DailyIM can be set as 0 (zero) via API |
| Bug | DOCS-6524 | Some agreements are not updated with party's non-conforming party role status |
| Bug | DOCS-6579 | Docs Rest Api delete routes should not change with swagger page groupings |
| Bug | DOCS-6651 | Pop-up menu is not shown on mouseover action |
| Bug | DOCS-6774 | "The given key was not present in the dictionary." error appears upon opening Rate Schedule |
| Bug | DOCS-6663 | LME: Approval for CA Workstream is preserved in case description updated in CA Library |
| Bug | DOCS-6901 | Error in L&C workstream for Uploaded agreement |
| Bug | DOCS-7158 | Party admin entitlement issue |
| Bug | DOCS-6775 | Clearing account API always showing when adding CA from clearing account library "Clearing Account Already Exists” |
| Bug | DOCS-6062 | Trader References - Agreement Contacts types are not saved if saved together with Override Master |
| Bug | DOCS-6501 | Remove API-related checkbox, if Free User is selected |
| Bug | DOCS-5369 | Remove "Update Available" link for agreements in Terminated state |
| Bug | DOCS-6594 | Party management pages may load partially, when many of these are opened one by one |
| Bug | DOCS-6367 | Party history records in relation with FIA Tech GUA Level 1 Support admin |
| Bug | DOCS-6660 | Fix 'Add Line' and 'Delete All' button style |
| Bug | DOCS-6734 | Actions taken by FIA Tech Support admins should be displayed same as taken by FIA Tech EGUS admin in context of history records |
| Bug | DOCS-6840 | History Tab: entry after update Clearing Accounts workstream is displayed on Rate Schedule History tab |
| Bug | DOCS-6865 | No space between numbers on search screen count |
| Bug | DOCS-6898 | CustomerReference Field in API should point to Trader ONLY if Customer is not present |
| Bug | DOCS-6810 | Executed Date provided by the user should be populated in "Executed Date" column of Agreement Search download file for uploaded agreements |
| Bug | DOCS-6797 | Commit Date of agreement should be displayed in Agreement Search download file "Uploaded Date" column |
| Bug | DOCS-6873 | Counterparty Report download is very slow for 4909 parties |
| Bug | DOCS-7020 | Only associated agreements should be displayed when navigating to the new agreement search page from the Clearing Accounts page |
| Bug | DOCS-7019 | Agreement type is not selected correctly when navigating to the new agreement search page from the Dashboard |
| Bug | DOCS-6958 | Clearing Accounts Library party dropdown items are loaded slowly in Internet Explorer |
| Bug | DOCS-6878 | Limits & Conditions Center party dropdown items are loaded slowly in Internet Explorer |
| Bug | DOCS-7154 | Invalid phone numbers entered on user accounts should present an appropriate error |
| Bug | DOCS-6359 | Compare Rate Schedules grid is not aligned with common style |
| Bug | DOCS-6363 | View mode of Limits & Conditions differs from other grids in view mode |
| Bug | DOCS-6356 | White border line is missing for several grids |
| Bug | DOCS-6353 | Some Rate Schedule actions causes opening of a new window instead of new tab in IE |
| Bug | DOCS-6416 | Inactive parties are not displayed in gray font in Emails Settings page |
| Bug | DOCS-6415 | Agreement details can be still added if uploaded agreement file was deleted |
| Bug | DOCS-6412 | 'Export Accounts' link in Clearing Accounts workstream does nothing if no accounts are attached to agreement |
| Bug | DOCS-6425 | Selecting label affects wrong checkbox in Limits&Conditions bulk flyout editor |
| Bug | DOCS-6599 | Bugs around 'Replace' icon in Rate Schedule workstream |
| Bug | DOCS-6598 | Edit pencils are not left-aligned in rate schedules that contain some invalid rows |
| Bug | DOCS-6656 | "Save" and "Clear" buttons should be right-aligned |
| Bug | DOCS-6740 | Numbers should be right-aligned and displayed with 5 decimal places in rate schedules |
| Bug | DOCS-6748 | Rate Schedule Library is not reloaded if user clears search criteria using the Backspace key |
| Bug | DOCS-6979 | Fix Limits & Conditions bulk editor button style in Internet Explorer |
| Bug | DOCS-7129 | Rate Schedule Library - Sorting by "Last Mod. By" and "Last Mod. Date" columns in Ascending order is incorrect |
| Bug | DOCS-7147 | Add link to open in a new tab for Manage Users and Parties. |
June 07, 2020 1.0.153.87
| Issue Type | Issue key | Summary |
| Story | DOCS-6980 | Revert to old search layout for GUA tab (task #2) |
| Story | DOCS-6884 | Remove while loop from Bulk LC job so that it shuts down the job after every successful run |
| Story | DOCS-6872 | Instead of deleting QueuedWorkstream on success, preserve it by keeping SUCCESS in FailedAgreements column |
| Story | DOCS-4453 | Add rest api full request and response in logs files and truncated versions in app logs. |
| Bug | DOCS-7017 | Error in redirection from Counterparty page to the new GUA Search page |
| Bug | DOCS-6600 | Agreement History tab is not updated after most of the user actions |
May 18, 2020 1.0.153.72
Highlights:
- New search screen
- List of products available for rate schedule creation
| Issue Type | Issue key | Summary |
| Story | DOCS-5832 | Behavior of CA Library and RS Builder grids: common features |
| Story | DOCS-6026 | Adjust permission inheritance on Manage Users screen |
| Story | DOCS-5908 | Update Agreement search to new design and interactions |
| Story | DOCS-6124 | Update menu item names |
| Story | DOCS-6115 | Update billing file to exclude non-STP to STP agreements |
| Story | DOCS-4704 | Adjust permission inheritance on Manage Users screen #1 |
| Story | DOCS-5840 | Improve checkboxes and their labels |
| Story | DOCS-5798 | Get rid of 90s timeout in sql repository queries |
| Story | DOCS-5681 | Update system menu to support viewing products in Docs |
| Story | DOCS-4987 | Show all Products in the system |
| Story | DOCS-4037 | Identify suggested agreements |
| Story | DOCS-1407 | Show associated agreements in Rate Schedule library |
| Story | DOCS-5810 | Implementing Push mechanism from batch job which creates the report to Accelerate Reports badge |
| Story | DOCS-6113 | Add ErrorCode and ErrorMessage to all 404 response in Docs Api |
| Story | DOCS-4479 | Add Transition information to the Agreement History Record |
| Story | DOCS-3104 | Logical party role delete |
| Story | DOCS-5823 | Download list of Supported Products |
| Story | DOCS-6039 | Remove all overrides to kendo-grid css in Docs and start using fiagrid |
| Story | DOCS-5808 | Add HTML tags for Google Analytics in RS Bulk Editor |
| Story | DOCS-5804 | Add Tags in HTML for Google Analytics tracking in CA Library |
| Story | DOCS-6054 | Add more actions, to Party History records |
| Story | DOCS-5422 | Make all displayed Email addresses mailto links |
| Story | DOCS-5244 | Add template version column to agreement search csv export |
| Story | DOCS-5153 | Party Not Found Workflow Enhancements - Remove Case Sensitivity, Special Characters |
| Story | DOCS-6056 | Implement "Search within Results" field for GUA search result grid |
| Story | DOCS-5558 | Modify Agreement.PreviousState column to be NOT NULL and always store the previous state |
| Story | DOCS-4823 | Add "Per Ounce" to the list of available rate types |
| Story | DOCS-3916 | Add "Per Therm" as a new rate type |
| Story | DOCS-6126 | Any institution with at least one broker role or subparty can't be a free user |
| Story | DOCS-5337 | Update kendo controls to use Design System styles |
| Story | DOCS-5910 | Non-paying users should be able to view agreements for 7 days following an update to limits & conditions |
| Story | DOCS-5793 | Inform FIA Tech admin, when trying to remove party role involved in an agreement |
| Story | DOCS-6003 | Change RS Library Search to begin search at 3 letters |
| Story | DOCS-5969 | Remove old SignalR implementation from Docs |
| Story | DOCS-5170 | Remove "New Effective Date" and "New Expiration Date" columns from account mapping file |
| Story | DOCS-5145 | Align fonts of party names in Counterparty report |
| Story | DOCS-6239 | Add unique identifiers for various parts of DOCS typical emails to track them better |
| Story | DOCS-3949 | Data update: remove extraneous spaces from jurisdiction field |
| Bug | DOCS-6166 | Compilation error on an attempt to Reject Agreements on Transition Notice |
| Bug | DOCS-6092 | Agreement State not populating properly in clearing account report - shows "Pending" |
| Bug | DOCS-5886 | Workstream modifications incorrectly labeled in summary |
| Bug | DOCS-5674 | Update CA Library Buttons to Design System Styles |
| Bug | DOCS-5930 | Manage Users page: inconsistency in column name |
| Bug | DOCS-5806 | Typo in agreement type "LME Trader Version (7) |
| Bug | DOCS-6600 | Agreement History tab is not updated after most of the user actions |
| Task | DOCS-5805 | Remove banner from rate schedule pages |
| Task | DOCS-6169 | Remove product report link from Docs system footer |
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