Paloma 17.2 - Release Notes

The Price List creation pop-up header now displays the Price List Type.

Price Setting

PFUN-36303

Updated the "Understanding Data Sources" documentation to accurately reflect that Datamarts persist data and that standard refresh processes do not automatically remove rows deleted from the source.

Analytics - Datamarts, Analytics - Data Sources

PFUN-36296

In Import Manager, the workflow preview now shows "No approval required" when no approval workflow logic applies, the same as in Quotes and Price Lists.

Import Manager

PFUN-36244

In Query Definition, the fields for the primary source are no longer preselected by default.

Dashboards

PFUN-36234

The percentRankOver, cumeDistOver and safeDiv functions are now available in the Query API, both in Groovy and in the queryapi endpoint. The window functions percentRankOver and cumeDistOver work only on Analytics tables. If you used these functions in version 16.3.16, 17.0.7 or 17.0.8: the endpoint now expects them in the standard function format ("kind": "function"), and the earlier format is no longer accepted.

Query API

PFUN-36206

Optimized the performance of email notifications triggered by the review completion command.

Agreements & Promotions - Backend

PFUN-36148

Enhanced the View Preferences configuration for CLIC Header Types by adding support for conditional logic alongside user group filtering.

Agreements & Promotions, Quoting, Rebates

PFUN-35913

Administrators can now register OAuth 2.0 clients (Authorization Code flow) and manage their secrets on the new OAuth Administration page, which replaces the oauthConfiguration application property. In 17.2, partitions still use the application property until Pricefx Support switches them to the new implementation, and existing clients must be created again on the new page.

Authentication

PFUN-35908

Updated the "From template" panel in the creation and edit modes for Live Price Grids and Price Lists with a redesigned user interface and improved parameter visibility.

Price Setting

PFUN-35318

In the "Calculation results" dialog in Live Price Grids, the layout has been improved for better visual separation of UI elements.

Price Setting

PFUN-35271

The updated folder functionality is now available on all pages outside Analytics, including Master Data: Customers, Company Parameters, Custom Forms, Quotes, Agreements & Promotions, Rebate Agreements, Compensation Plans, Price Lists, Live Price Grids and Manual Price Lists.

Dashboards, UI - General settings

PFUN-34869

In Workflow Designer, the new Migrate Existing Approval Workflows action creates Workflow Designer approval workflows from the approval workflows defined in accelerator Company Parameters tables. The migrated workflow is activated right away. Review it on the canvas, because the same workflow can be represented in more than one way. The action requires the Manage Workflow Designer or Administer Workflow Designer role.

Workflow Designer

PFUN-34742

Updated the price setting logic to ensure the Matrix Logic Element field correctly unlocks when the Matrix Logic field is enabled.

Price Setting

PFUN-33260

When a request from the heartbeat to the backend gets stuck, for example while force-cancelling a job, the heartbeat stops starting any jobs on the partition until that request finishes. Fix: The heartbeat now waits at most 5 seconds for a backend response; if the request fails or times out, it tries again on its next cycle.

Service - Heartbeat

PFUN-36482

When you edit the calculation of a Live Price Grid embedded in a Pricing Plan scenario and select a product, a Deny button appears at the bottom of the page. Fix: Embedded Live Price Grids no longer show any workflow buttons.

Price Setting

PFUN-36444

In a Quote Configurator, an input value in the header disappears when switching between tabs.

Agreements & Promotions, Quoting, Rebate Agreements, Sales Compensation

PFUN-36432

When a Rebate Agreement or Compensation is revoked, Approve and Deny remain available on its payout records, so a payout can still be approved or denied after the revocation. Fix: Revoking a Rebate Agreement or Compensation now invalidates the workflows on its payout records, and Approve and Deny are disabled, as they are for the payout records of a superseded agreement.

Rebate Agreements

PFUN-36412

Validation errors during import in Strategy Designer, Formula Designer, Snippets, or Data Lookups are shown only in English, regardless of the selected user interface language.

Strategy Designer

PFUN-36365

An imported workflow can be published and activated while the canvas shows it as invalid.

Workflow Designer

PFUN-36358

In an approval step with several approvers, once the first approver approves through the email link, the email links of the other approvers fail with "Workflow not found". They can still approve in the application. This regression was introduced in versions 16.3.17, 17.0.9 and 17.1.0.

Access Admin - Authorization

PFUN-36351

When a revision of a Rebate Agreement or Compensation is approved, Approve and Deny remain available on the payout records of the original document, although these records are now Invalidated. Fix: The workflows on these payout records are now invalidated, and Approve and Deny are disabled.

Rebate Agreements

PFUN-36342

Quote revisions created by Quote Mass Update do not include the embedded custom forms defined on the Quote Type, although revisions created with Revise in the UI do. Fix: Embedded custom forms are now also created when a revision is created by a Mass Update task or by api.createNewRevision().

Quoting - Backend

PFUN-36340

In a workflow 'Request approval' or 'Send notification' step, the same approver or recipient can be added more than once.

Workflow Designer

PFUN-36338

The system persists recalculated line-item data even when the submission is subsequently rejected due to calculation errors or an already-approved workflow status.

Quoting - Backend

PFUN-36316

The system displays a "Line IDs not found" warning message when a user navigates back to the Items tab of an agreement or quote after a line item has been removed.

Agreements & Promotions, Agreements & Promotions - Backend

PFUN-36288

Users experience an "Invalid Command Parameters" error when attempting to set a line item to "Review Done" after a manual override incorrectly resets the review status of an accepted collaboration workflow.

Workflow

PFUN-36280

Node cards expand horizontally to fit long text labels, causing the auto-layout to shift unaffected nodes and bend connectors across the canvas.

Workflow Designer

PFUN-36279

Workflow Designer 2.0 displays raw translation keys instead of localized text for specific approval workflow actions and validation errors.

Workflow Designer

PFUN-36260

When clearing the last populated input in a configurator, the value fails to delete and reverts back.

Agreements & Promotions, Quoting, Rebate Agreements, Sales Compensation

PFUN-36247

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 REST API generates unnecessary warning logs when fetching pricing parameter table data using both criteria and sortBy parameters.

Backend - General

PFUN-36208

Users can now preview image attachments directly from the revision table and list views.

Price Setting

PFUN-36196

The system fails to send "Approval workflow approved" email notifications when the wfDisabledTemplates configuration property is missing from the partition settings.

Administration

PFUN-36052

Editing an input in Forms 2.0 causes the screen to scroll up automatically.

Agreements & Promotions, Quoting, Rebate Agreements, Sales Compensation

PFUN-35995

The system fails to save or display product filter preferences when using non-default Price Setting Types during Price List creation.

Price Setting

PFUN-35987

The system fails to enforce date range limitations in table inputs, allowing users to select dates that are outside the defined boundaries.

Agreements & Promotions, Quoting, Rebate Agreements, Sales Compensation

PFUN-35954

The user interface displays an "undefined: undefined" error message instead of a meaningful validation warning when a chart series is configured without any projections or measures.

Analytics - Charts

PFUN-35859

The Revision button remains visible in Custom Forms even when configured to be hidden via the setRenderInfo method in Groovy logic.

Custom Forms

PFUN-33756

The system fails to enforce JWT-scoped permission restrictions on API endpoints that perform manual authorization checks, potentially allowing actions that exceed the token's intended scope.

Backend - General

PFUN-32281

The ProductGroup input generates incorrect filter types by treating numeric values as strings, resulting in database exceptions and failed comparisons for integer and real number columns.

UI - Inputs

PFUN-30563

The system logs incorrect task identifiers during concurrent heartbeat processing due to shared contextual data across multiple threads.

Service - Heartbeat

PFUN-29175

When duplicating or revising a Formula CFO object, the selected Formula Type is not preserved. Fix: The Formula Type is now copied to the duplicate or revision, provided the CFO header logic stores it in a hidden input named __FORMULA_TYPE. Configurations based on the Agreements Accelerator need this change in the header logic (AGR_FormulaHeader).

Formula Designer

PFUN-27928

The Advanced filter in the Calculation Items tab fails to filter results and triggers a system error when a status filter is applied.

UI - General React

PFUN-18765

Changing an input in a header configurator triggers the configurator logic twice, causing redundant requests and slower response. Note: This fix reverts the earlier fix PFUN-34993. Input fields that the header logic generates during a recalculation (for example, after Start CW) are no longer displayed automatically. To display them without a refresh, update a hidden input of the configurator in the header logic so the configurator reloads.

Agreements & Promotions, Quoting

PFUN-36555

Boxplot whiskers and stems misalign with their corresponding boxes after the chart is resized, following the Highcharts upgrade in 17.1.3 (PFUN-36415).

Analytics - Charts

PFUN-36485

In the Dashboard Result Matrix, a "does not contain" filter applied in the browser (client-side) incorrectly excludes rows with null or blank values. These rows are now included, the same as with server-side filtering.

Filtering

PFUN-36474

The generic logics list intermittently fails to load with a "Request header fields too large" error, because the logic filter is sent in the request URL. The filter is now sent in the request body.

Administration

PFUN-36441

Mass Edit on an agreement shows the "Something unusual happened" error page instead of the Mass Edit dialog when a line item contains an input without a name or type, for example one created by faulty calculation logic. Mass Edit now skips such inputs.

Agreements & Promotions

PFUN-36407

Users with valid user-group access to a price list cannot open its detail page ("Entry is restricted by user group") if they are not in the user groups of its Price Setting Type. This was a regression in 14.0. Behavior change: The User Group (Edit) and User Group (View Details) fields on a Price Setting Type (price list, Live Price Grid and calculation grid types) no longer restrict who can view the type. They only set the default user groups of new price lists and grids. Editing and deleting a type are still restricted by User Group (Edit).

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

PFUN-36376

When a master data column restricts its values with a filter (Column Settings > Restrict Values), the Import Manager rejects valid values with a "Not supported" error, for example a percentage within the allowed range. Values that break the restriction now show the error "This value is not allowed for this column. See Column Settings > Restrict Values".

Import Manager, Master Data, Master Data - Company Parameters, Master Data - Product Extensions

PFUN-35701