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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