Paloma 17.1 – Release Notes

Added a new Knowledge Base article providing comprehensive instructions on how to embed inline Highcharts into Price List and Live Price Grid line-item cells.

Documentation, Price Setting - Price Lists

PFUN-36093

Changes to logics are now captured in audit records (accessible at Administration > Logs > Security & Configuration) when the partition's environment is set to "PROD".

Formula Engine

PFUN-36065

Users are now prevented from duplicating CLIC objects that are currently in a locked state.

PFUN-36041

Updated the password expiration notification system to ensure users receive only a single email alert five days before their password expires.

Administration

PFUN-36033

Users can now specify multiple additional recipients for Action Item notifications and emails via the Groovy and Query APIs.

Actions

PFUN-35958

Endpoints now support returning valueFields results as a Map object instead of a simple array.

Backend - General

PFUN-35952

When an administrator changes a user's password, the 'Password Expires' field is now set to the current timestamp.

Administration

PFUN-35935

Users can now programmatically set custom headings for modal windows in Forms using the new setHeading method in the Groovy API.

UI - Inputs

PFUN-35868

The folder order in the "Move to" modal now consistently matches the sidebar across all application screens.

UI - General React

PFUN-35866

The Environment field in Partition admin is now restricted to a predefined list of allowed values.

PFUN-35837

Introduced an "Extract to variable" context menu option that replaces a selected block with a variable pointer and adds it to the root block's variables.

Formula Designer, Strategy Designer

PFUN-35801

Improved the performance and responsiveness of the Workflow Designer and Workflow Editor by optimizing interface rendering.

Workflow Designer

PFUN-35798

Optimized the BackgroundTrackedTaskStarter to allow sequential execution of jobs with the same concurrency key, improving the processing speed of lightweight tasks.

Core

PFUN-35708

Added a new method getAdvancedConfigurationOption to the Groovy API that allows users to retrieve the value of a specific advanced configuration option for the current partition.

Query API

PFUN-35679

The Price List Default Logics configuration now provides a selectable list of valid elements based on the chosen Pricing Logic to ensure accurate and efficient setup.

Configuration, Price Setting

PFUN-35671

Added a tooltip to folder names in the Dashboard and Dashboard Admin tables that displays the full sub-folder path.

Dashboards, UI - General settings

PFUN-35652

Dashboards now support saving Forms 2.0 input values into user preferences.

Dashboards, UI - Inputs

PFUN-35622

Users can now incorporate forms within calculated fieldsets to enhance data collection and processing capabilities.

UI - Inputs

PFUN-35602

Test execution error responses now include all accumulated trace messages when a Groovy logic script fails.

Backend - General

PFUN-35568

Enhanced security measures now sanitize CSS content within style tags and inline attributes to prevent unauthorized remote resource loading and script execution.

UI - General React

PFUN-35542

Users can now delete connections directly through a new right-click context menu.

Workflow Designer

PFUN-35520

Users can now multi-select workspace nodes and use keyboard shortcuts to copy and paste them.

Workflow Designer

PFUN-35519

Rebate records now support customizable form layouts for individual line items and record groups.

UI - Inputs

PFUN-35425

Updated user role translations to replace the "LPG" abbreviation with the full "Live Price Grid" terminology.

Unity

PFUN-35384

Live Price Grids created from a template now automatically pre-fill values and preserve all Dashboard logic behaviors, including Form 2.0 input lock and unlock functionality.

PFUN-35308

Introduced the ability to define and store custom form layouts and formula metadata for individual line items, rebate records, and compensation records.

UI - Inputs

PFUN-35286

The "Edit" button for a selected Price List or LPG on the list page is now renamed to "Settings".

Unity

PFUN-35266

In the “Add Price List Type” dialog, the field “Price list name” is renamed to “Label”, and the field “What action do you want to choose in case the calculation fails?” is renamed to “Action after calculation failure”.

Unity

PFUN-35265

The layout and order of inputs in the "Set parameters" step are now consistent between the "Add price list type" dialog and the "New price list definition" dialog.

Unity

PFUN-35263

Enhanced the product selection experience within the Price List type creation dialog for improved usability.

Unity

PFUN-35262

Enhanced the product selection user experience within the Live Price Grid creation dialog.

Unity

PFUN-35261

Enhanced the user interface and instructional text for product selection within the Price List creation dialog.

Unity

PFUN-35260

Portlet preferences are now automatically copied alongside Price List and Live Price Grid preferences during creation, duplication, and conversion processes.

Price Setting

PFUN-35183

Introduced a guided configuration workflow for Model Object calculations that automatically applies the results to the active scenario.

PFUN-35154

Enabled the ability to create Pricing Plan Scenarios via the Groovy API.

Price Setting - Backend

PFUN-35136

Updated the export description text to clarify that currently visible rows are exported to Excel.

Import Manager

PFUN-35119

The Groovy API now includes a new method to programmatically create Pricing Plan Revisions in draft status.

Price Setting - Backend

PFUN-35077

Implemented backend support for forms within rebate record groups.

UI - Inputs

PFUN-35003

Integrated interactive forms into Model Classes to streamline data entry and management.

Model Class, UI - Inputs

PFUN-34968

Added positive and negative variants to the Result component while removing invalid configuration options.

Design System

PFUN-34961

Updated the entity state labels and developer experience properties within the Strategy & Formula Designer.

Formula Designer, Strategy Designer

PFUN-34904

Users can now customize the error message displayed when an entitlement filter logic restricts field access by using the internationalization settings.

Filtering

PFUN-34903

Excel exports now visually distinguish read-only fields from editable ones by applying a grey background to non-editable cells.

Import Manager

PFUN-34899

Enhanced the "Output Columns" selection in LPG and Price List creation with a smart counter to improve visibility of selected items.

Price Setting

PFUN-34778

The api.currentItem() method now supports Forms 2.0 by returning the relevant CLIC object for headers and line item objects for line items.

Agreements & Promotions, Quoting, Rebates, Sales Compensation

PFUN-34755

Users can now export and import workflow definitions with support for individual or bulk actions, conflict detection, and automatic draft versioning.

Workflow Designer

PFUN-34478

Integrated form support within Model Classes to enable enhanced data handling and interaction capabilities.

Model Class, UI - Inputs

PFUN-34393

Integrated form inputs into the Configuration Wizards to enhance the user interface and data entry experience.

UI - Inputs

PFUN-34392

Condition Record Splicing jobs can now be configured to run as lightweight jobs to improve processing efficiency.

Core

PFUN-33790

The queryapi.meta endpoint now includes new paths to retrieve table kinds, table metadata, and column descriptions to support data discovery and LLM grounding.

Query API

PFUN-31636

The api.getIterationNumber() method now correctly returns the current iteration count during distributed dirty calculations for Price Lists and Live Price Grids.

Price Setting - Backend

PFUN-20896

Updated the master pod log message to more accurately reflect when a distributed calculation times out while waiting for results from worker pods.

Backend - General

PFUN-18127

Concurrent api.addOrUpdate calls, caused by a load balancer retry, result in duplicate Product Extension (PX) or Customer Extension (CX) records.

Agreements & Promotions

PFUN-36152

A concurrent data modification error sometimes occurs when changing the Source Agreement in a Promotion Agreement and recalculating.

Agreements & Promotions

PFUN-36139

An on-demand embedded Dashboard does not execute when the partition has no other visible Dashboard.

Dashboards

PFUN-36138

The system incorrectly renders the less-than symbol as an HTML entity within alert tooltips.

UI - React Components

PFUN-36092

Configurator input values are intermittently replaced by an empty map when a header save operation conflicts with a configurator refresh.

Agreements & Promotions, UI - Configurator

PFUN-36078

In Configuration Wizards, the ‘Wizard Logic (Configurator)' field is mandatory if the selected execution logic doesn’t link to a form logic.

Configuration Wizards (CW), UI - Inputs

PFUN-36050

The Target Price List dropdown in the Convert to Price List dialog fails to populate when the system attempts to load excessively large data responses from the Live Price Grid detail page.

Price Setting - Live Price Grids (LPG)

PFUN-36043

Intermittent bound calls cause a timeout after 900 seconds.

Quoting

PFUN-36022

A warning icon is shown next to quote results when the alertMessage is an empty string.

Quoting

PFUN-36010

The system intermittently removes newly added columns in the RBA and SC detail views when using InfiniteInputs logic.

Rebate Agreements, Sales Compensation

PFUN-35989

The LPG Type column filter fails to return results when searching by the displayed label, requiring users to filter by the underlying name instead.

Price Setting - Live Price Grids (LPG)

PFUN-35975

Duplicated contracts permanently fail to recalculate if they are created while the source document is in a pending or processing state.

Agreements & Promotions - Backend, Quoting - Backend, Rebate Agreements, Sales Compensation - Backend

PFUN-35974

Users experience a user interface glitch that prevents editing Agents when the associated Datamart measures contain hidden fields.

Agents

PFUN-35929

The collaboration workflow fails to progress to the next step and remains stuck in review status when the approval path changes following a rejection and subsequent re-review.

Quoting

PFUN-35916

Users intermittently encounter "Bad Request" error messages in the user interface when navigating quote detail pages or fetching line item outputs.

Quoting

PFUN-35827

The Submit button becomes disabled after a user opens and closes a line item detail without making any changes.

Agreements & Promotions, Quoting, Rebate Agreements, Sales Compensation

PFUN-35823

Users with calculation grid editing permissions receive an authorization error when attempting to view the workflow after submitting, approving, or denying an item.

Price Setting - Calculation Grid

PFUN-35809

The system intermittently fails to load content when switching between tabs in Agents or Model Objects, leaving the interface stuck on an empty dashboard state.

Model Class

PFUN-35795

The system fails to process manual or mass edits in Import Manager when an attribute extension column value exceeds 255 characters.

Import Manager

PFUN-35791

Users experience an internal server error when attempting to duplicate a ClaimType or CompensationConditionType that has a name length at the 255-character limit.

Price Setting

PFUN-35764

In the Quotes screen, the close icon in a warning or error message overlaps the message text.

Quoting

PFUN-35763

The system triggers an out-of-memory error during contract updates because the API unnecessarily materializes all line items and calculation results into the session memory when only header fields are modified.

Core, Formula Engine

PFUN-35746

Scheduled calculations remain stuck in a processing state indefinitely when no valid logic is found for the specified target date, preventing subsequent tasks from executing.

Agreements & Promotions - Backend, Compensation Records, Rebate Records

PFUN-35742

A very large number of errors in a calculation causes an oversized event message that blocks the event queue. Fix: Calculation messages are truncated to 4,000 characters.

Backend - General

PFUN-35741

The system displays a "New version exists" notification when a user attempts to save a document for the second time while autosave is disabled.

Agreements & Promotions, Quoting, Rebate Agreements, Sales Compensation

PFUN-35734

The system incorrectly allows a variable_set block to contain a variable_get reference to itself, resulting in the generation of invalid Groovy code.

Formula Designer, Strategy Designer

PFUN-35722

The Result Matrix total row displays StyledCell values as raw JSON strings instead of correctly rendered styled content.

UI - ResultMatrix

PFUN-35704

The system displays a persistent loading spinner when users navigate from the Summary step back to the Action Definition step within Agents and Optimization Models.

Agents, Model Class

PFUN-35676

The User Admin export file fails to include the typedId column despite its visibility in the user interface.

Access Admin

PFUN-35636

The system fails to display inherited header values within the line item side panel in Forms 2.

Agreements & Promotions, Quoting, Rebate Agreements, Sales Compensation

PFUN-35630

The system sends multiple duplicate network requests and triggers redundant re-renders when changing sets within Rebate Records.

Rebate Records

PFUN-35620

The system fails to synchronize document structure changes across multiple users when line items are moved between folders while autosave is disabled.

Agreements & Promotions - Backend, Quoting - Backend, Rebate Agreements, Sales Compensation - Backend

PFUN-35619

Users are unable to edit newly selected Form logic within generic logics without manually refreshing the page.

Quoting

PFUN-35611

In Custom Forms, the names of embedded charts are cropped.

Custom Forms

PFUN-35599

Users with company parameter editing permissions encounter an authorization error when attempting to fetch workflows for which they are designated approvers.

Import Manager, Workflow

PFUN-35594

The dashboard folder sidebar displays a hardcoded blue accent color for active and selected states instead of responding to the applied system theme.

Dashboards, Quoting

PFUN-35593

The dashboards folder sidebar displays the delete action simultaneously in the context menu and as a redundant trash icon in the panel header.

Dashboards, Quoting

PFUN-35592

Hyperlinks in the LINK column of Price Lists, LPG, and CG fail to render correctly when custom labels exceed 70 characters.

UI - General React

PFUN-35589

The system sends the Quote_CreationWorkflowFinished email notification even when the template is explicitly disabled in the configuration.

Quoting

PFUN-35583

Users with administrative or edit permissions for Calculation Grids are unable to access grid details unless they are also assigned a specific view role.

Price Setting - Calculation Grid

PFUN-35580

The Condition Records processing job incorrectly displays 200% progress upon completion due to a calculation error in the job status reporting.

Condition Records

PFUN-35579

The system fails to prevent concurrent input edits in Forms 2.0 when modifying specific field types, such as checkboxes and user entries.

UI - Inputs

PFUN-35577

The Quote Collaboration workflow review step fails to recognize user groups assigned to users through business roles.

Quoting

PFUN-35558

Attachments disappear from the document view after submission when autosave is disabled, requiring a manual page refresh to display.

Agreements & Promotions, Quoting, Rebate Agreements, Sales Compensation

PFUN-35541

Hidden portlets reappear on the Homepage after a page refresh when saved user preferences are active.

Home

PFUN-35536

The system fails to automatically update the Live Price Grid status or restrict concurrent actions for a second user when another user initiates an action on the same record.

Price Setting - Live Price Grids (LPG)

PFUN-35535

The system fails to honor the configurable partition timezone when determining the default target date for ModelObject formula executions.

Model Class

PFUN-35523

The system incorrectly validates workflows when the minimum number of required approvers exceeds the total number of designated users in a Request Approval node.

Workflow Designer

PFUN-35517

The application fails to sanitize user-supplied HTML in Action Item input fields, allowing injected payloads to trigger unintended authenticated actions in other users' browsers.

Actions

PFUN-35474

Model Object display preferences fail to update on the current page until the user navigates to a different step.

Model Class

PFUN-35469

The system fails to display the edit button in price lists even when dynamic button visibility is enabled.

Price Setting - Price Lists

PFUN-35441

The application crashes when two users with different permission levels concurrently edit the header of a document.

Quoting

PFUN-35435

The system inconsistently allows users with only edit permissions to delete Live Price Grid items through the Import Manager while blocking the same action in the user interface.

Import Manager, Price Setting - Live Price Grids (LPG)

PFUN-35377

Previously imported records undergo retroactive validation against current schema changes, causing errors that block the submission of new import data.

Import Manager

PFUN-35268

The QAPI fails to handle queries correctly when AttributeMeta contains records for fields that do not exist in the source entity.

Query API

PFUN-35252

Advanced filters in the Live Price Grid's generic filter do not offer autocomplete suggestions.

Price Setting - Live Price Grids (LPG)

PFUN-35178

The system attempts to create a new connection instead of allowing users to reattach an existing connection when they interact with a node handle.

Workflow Designer

PFUN-35160

The system displays a "Configuration wizard not found" error upon submitting Rebate Agreement records and fails to correctly apply read-only states or refresh the user interface for form inputs after submission.

Rebate Records

PFUN-35107

The system experiences significant latency when loading the Datamart list, resulting in wait times of up to one minute for the backend to return results.

Analytics - Backend

PFUN-35045

The Mass Submit button is missing from the Rebate Records list view even when records are in the correct status for submission.

Rebate Records, Unity

PFUN-35033

The system fails to duplicate rebate agreements when they contain embedded custom forms, resulting in a null identifier error during the copy process.

Custom Forms, Rebate Agreements

PFUN-35031

Calculation grid items appear in an inconsistent order following creation when no sorting is applied.

Price Setting - Calculation Grid - Backend

PFUN-34987

The system encounters a null pointer error when attempting to focus on elements during the creation of a price list and the selection of default pricing logic.

Price Setting - Price Lists

PFUN-34983

The CustomerGroupEntry input field appears empty in the user interface when configured to pick a single value from another customer attribute, even though the filter values are correctly stored in the payload and pass validation.

Agreements & Promotions - Backend, Quoting - Backend, Rebate Agreements, Rebates - Backend

PFUN-34907

Users can manually override attribute fields in the Calculation Results modal even when the Price List or Live Price Grid is governed by an Import Manager workflow.

Import Manager, Price Setting

PFUN-34906

Users experience unintended manual editing capabilities in Product and Customer detail portlets even when workflow logic is attached.

Master Data - Customers, Master Data - Products

PFUN-34898

Agreement calculation details intermittently disappear or render incorrectly when the browser zoom level is set to values other than 100%.

Agreements & Promotions

PFUN-34832

The system lacks full Forms 2.0 support within the Price List and Live Price Grid creation modals, edit modals, and their respective Table Templates.

UI - Inputs

PFUN-34793

The system fails to enforce column filter validations in the Duplicate modal when resubmitting a form after a server error occurs.

Master Data - Company Parameters

PFUN-34743

The system unintentionally updates parent form values in real time while a user is still editing them within a modal window.

UI - Inputs

PFUN-34628

The CustomerSelector header renders as a long text expression instead of a chip-based picker, causing layout overflow and obscuring the magnifier icon.

Price Setting - Live Price Grids (LPG)

PFUN-34558

When trying to submit a Custom Form with a Critical alert, an error message "Custom form calculated with alerts: %s" is displayed.

Custom Forms

PFUN-34366

The Filter Builder fails to apply customer filters based on Customer Extension (CX) values because the system incorrectly attempts to retrieve data from the Price Extension (PX) table.

Filtering

PFUN-34347

In a Live Price Grid, changing the type to matrix makes the matrix logic element read-only and display the element's name instead of its label.

Price Setting - Live Price Grids (LPG)

PFUN-34143

The "Auto Fit All Columns" action in Rebate and Items tables causes the first column to expand excessively, pushing the remaining columns off-screen.

Rebate Agreements

PFUN-33715

The system displays an erroneous warning about discarding unsaved edits when refreshing the Data Manager interface even if no changes have been made.

Analytics - Datamart Viewer

PFUN-32493

Highcharts and Highmaps components fail to load when using flowmap series or geographic coordinates because the required Proj4js library is unavailable.

Analytics - Charts

PFUN-32335

The system fails to save changes to the visibility toggle settings for system columns in Live Price Grid types when the pricing logic is unlocked.

Price Setting - Live Price Grids (LPG)

PFUN-30532

The system assigns customers to the previously selected Price List or LPG instead of the current one when multiple assignments are performed without a page refresh.

Price Setting - Live Price Grids (LPG), Price Setting - Price Lists

PFUN-28311

Workflow approval emails contain empty attachments that lack the expected quote export data and line items.

Workflow

PFUN-26290

The system displays an "Action not allowed" error when a user attempts to save a calculation while the calculation job is in a pending status.

Rebates - Backend, Sales Compensation - Backend

PFUN-20704

The expand button for Customer and Product condition input matrices disappears when a Rebate Agreement is in an approved or read-only state.

Rebate Agreements

PFUN-20180

Quotes remain indefinitely in a "Submit in progress" state and cannot be released via the cancel action when a submission process fails to clear the object lock.

Quoting - Backend

PFUN-36239

The system recalculates untainted items in a target PriceGrid because the tainted-SKU query fails to filter by the specific PriceGrid ID, causing SKUs marked as tainted in other grids to trigger unnecessary recalculations.

Import Manager, Price Setting - Live Price Grids (LPG)

PFUN-36215

The system incorrectly inserts rows marked as deleted when no matching key exists in incremental mode and fails to reject duplicate keys during append mode operations.

Analytics - Data Loads

PFUN-36140

The incremental distributed dataload incorrectly inserts new records marked as deleted into target Data Mart tables instead of excluding them.

Analytics - Data Loads

PFUN-36082

The system fails to release contract locks and enters an infinite recalculation loop when a PostPhase timeout occurs during formula agreement processing.

Agreements & Promotions

PFUN-36056

The Import Manager workflow preview fails to display the workflow for imports in draft status.

Import Manager, Workflow

PFUN-34496

The Price List Mass Edit modal fails to display the required informational banner in the Customer Detail view.

Import Manager

PFUN-32520