Changelog

New features and additions to the CXTMS development platform.

2026-10-03

AI Agents: Agent-Produced Files (CXTMS-328)

Agents can now hand back a file instead of, or alongside, their text answer: PDF, Word (.docx), Excel (.xlsx) or CSV. The new file.create built-in tool writes one from Markdown, or from rows or a GraphQL query run under the same read-only, organization-scoped guards as the data.query built-in. A workflow tool the agent calls — a Document workflow's rendered PDF, a Utilities/Export file — has its file captured as a produced file automatically, with no YAML change needed either way.

A produced file becomes a session Attachment with origin Produced: it shows as a card on the agent's reply as soon as the internal Responses stream reports the new response.tms.file_produced event, carries "origin": "produced" on its transcript attachment block, and lists in the AI Assistant's Library as "Produced in …" alongside uploaded files. An Agent workflow run as a task gets its files back directly too, as a new fourth output, files: { attachmentId, fileName, contentType, size, url } each, with url presigned for 24 hours.

Downloads also changed for every attachment, not just produced files: getPresignedUri takes a new download argument, and download: true on a "file" URI serves Content-Disposition: attachment with the attachment's real file name, so a saved download is no longer named after its GUID-based storage key.

→ Workflow: Agent Type | Workflow: Agent Responses API | GraphQL: Agent Sessions | GraphQL: Attachments | AI Assistant

2026-09-27

AI Assistant: Files in Chat and the Library (CXTMS-362)

People can now attach files in the AI Assistant and ask the agent about them — a bill of lading, a rate sheet, a damage photo. The composer takes up to 5 files per message (25 MB each: PDF, PNG, JPG, TXT, CSV, JSON, MD) with the paperclip or by drag-and-drop, uploads each one immediately and explains on its chip when a file can't be sent. The agent reads PDFs and images directly and text files as text, on that turn and on later ones.

Every chat upload becomes an Attachment linked to the conversation's session, stored in a dated folder, and is as private as the chat itself. A new Library in the chat header lists the files of the current conversation or of every conversation the user may see, with image and document filters, previews and a link back to each conversation.

For developers: the Agent Responses API accepts input_file / input_image parts; GET .../ai/models reports supports_files per agent; the AI model config gains an optional supportsFiles flag; the transcript gains an attachment block; and the new agentSessionAttachments GraphQL query backs the Library. Agents don't opt in — no YAML change is needed.

→ Workflow: Agent Type | Workflow: Agent Responses API | GraphQL: Agent Sessions | AI Assistant

2026-09-24

AI Agents: Agent Workflows, Sessions, Tool Approval, and Live Events (CXTMS-328)

CXTMS now runs LLM agents as a workflow type. A new workflowType: Agent wraps a model with a system prompt, a set of other workflows exposed as tools, and a goal — the model decides what to call, then finishes by calling the built-in set_result tool. An Agent workflow runs as a task session when started from a trigger, a schedule, or another workflow's tools[]/agents[], and as an open-ended chat session when talked to over the new, OpenAI Responses-compatible Agent Responses API (POST /api/organizations/{organizationId}/ai/responses, and /public-api/v1/{orgSlug}/ai/responses for third-party clients) — the same conversation an OpenAI SDK or the AI SDK can point at directly, with streaming, resumable turns, and automatic history compression as a conversation grows.

A tools[] entry can be marked mode: approval to pause a side-effecting call for a person to approve or decline before it runs, instead of auto, which runs it immediately. A chat session pauses at AwaitingApproval with an mcp_approval_request item and notifies the person who started it; a task session has nobody to ask, so the call is refused and the agent carries on. New GraphQL surfaces cover session administration and live monitoring: agentSession / agentSessions queries (including lastResponseId and the session's ownerScope/ownerDivisionId), the setAgentSessionOwner mutation for sharing a session with a division or the whole organization, and an onAgentSessionEvent subscription that streams status changes, approval requests, completed tool calls, history compressions, and ownership changes live, without polling.

Breaking change: Notification.entityId changed from Int to String, so a notification (such as the new tool-approval notification, which carries entityType: "AgentSession" and a GUID entityId) can link to any entity, not just one with an integer id. A client that parses entityId as a number needs to switch to string handling.

→ Workflow: Agent Type | Workflow: Agent Responses API | GraphQL: Agent Sessions | Workflow Validation Errors

2026-09-16

Organization Connections and Cross-Organization Transmissions (CXTMS-305, CXTMS-313)

Two organizations on the same platform can now be linked with an organization connection (linkOrganizations / unlinkOrganizations, system administrators only) and exchange messages over it as transmissions. A Transmission/Create@1 (or createTransmission) addressed to a partner contact whose custom values carry transmission: { type: "connection", organizationConnectionId } is delivered through the transactional outbox: the platform validates the connection and writes a mirrored Inbound / Received row in the partner organization, where a workflow with an entity trigger on Transmission ([entity.direction] = 'Inbound' && [entity.messageType] = '...') processes it with entity.payload preloaded and entity.attachments presigned.

New on transmissions: contactId, optional channel / direction / orderIds, payload (JSON, text, bytes or stream, stored as payloadRef), attachments manifest, status tracking (Pending, Sent, RetryScheduled, Error with error codes), redeliverTransmission. Transmission and OrganizationConnection now fire entity workflow triggers.

→ Organization Connections and Transmissions | OrganizationConnection | Transmission Tasks

2026-09-08

Browser/Run Workflow Task (CXTMS-299)

New Browser/Run@1 task drives a real Chromium browser from a workflow, for carrier, customs and customer portals that have no API. An ordered actions list covers navigation (goto, waitForNavigation), interaction (click, fill, press, selectOption, check, uncheck, hover, waitFor), extraction (extractText, extractAttribute, extractTable, extractUrl, screenshot), files (uploadFile, download), and llm/act, which lets a model work the page toward an instruction through a closed tool set.

Locators use explicit prefixes (css=, xpath=, text=, label=, placeholder=, role=). Every navigation is checked against the step's allowedDomains. The browser session is shared by all Browser/Run steps of one execution, so a login step followed by a foreach signs in once. Ten new validation codes (BROWSER_001 to BROWSER_010) report malformed actions when the workflow is saved.

The browser runs on a server-configured provider: the self-hosted browser host image shipped with the backend, or any Chrome DevTools Protocol endpoint. llm/act needs an AI backend (AI:Provider) on the server.

→ Browser Tasks | Validation Errors

2026-04-29

Equipment Entities

New Equipment and EquipmentStatus domain entities with full change methods, navigation properties, and database indexing.

Equipment — tracks physical units (trailers, containers, chassis) per organization. Supports CustomValues JSONB for extensible attributes, unique OrganizationId + UnitNumber constraint, and GIN index for efficient custom-value filtering.

EquipmentStatus — named status labels (e.g., "Available", "In Use") with a StatusStage classification (Available, InUse, Maintenance, OutOfService) and a Priority integer for sort order.

→ Equipment | EquipmentStatus

Workflow Executions: Filter-Based Scoping and Free-Text Search

The workflowExecutions GraphQL query no longer accepts workflowId as a dedicated argument. Workflow scoping now uses the standard Lucene filter parameter, consistent with all other list queries in the API.

Migration: replace workflowId: "guid" with filter: "workflowId:guid". Existing filter clauses can be combined: filter: "workflowId:guid AND executionStatus:Failed".

A new search parameter performs free-text matching across userId, executionId, and workflowId fields — useful for quick lookups with partial values.

→ Workflow Audit — Accessing Execution History

YAML Line Ending Normalization

Workflow, app module, and app manifest YAML is now transparently normalized to Unix (LF) line endings on read and write. YAML authored on Windows (CRLF) no longer causes spurious "unpublished changes" markers or modified events when content is logically identical.

→ Workflows Overview

2026-03-25

DataGrid: Per-Row TTL Highlight Accumulation

Change tracking highlights now accumulate across refreshes instead of being replaced. Each highlighted row gets its own per-row TTL (Time-To-Live) measured in refresh cycles. New DataGrid options: highlightNew, highlightUpdated, highlightForRefreshes. The refresh action now accepts an options object to override grid-level highlight defaults per-call.

→ DataGrid — Change Tracking & Row Highlights

Refresh Action: Highlight Options

The refresh action now supports an optional options parameter with highlightNew, highlightUpdated, and highlightForRefreshes to control per-call highlight behavior on target DataGrids.

→ Actions — refresh

2026-03-23

Order Time Buckets GraphQL Query

New orderTimeBuckets query for time-series aggregation of orders. Group orders into configurable intervals (5 min to 1 month), with optional financial summaries and drill-down into individual orders per bucket. Supports native fields (created, lastModified) and JSONB custom value dates.

→ Order Time Buckets API

DataGrid Inline Cell Editing

Enable inline editing of individual cells directly in the DataGrid. Editable columns render their editor component in the cell with onEdit action pipelines for mutations and notifications. Works with entity field definitions and saved views.

→ DataGrid — Inline Cell Editing

Timeline Grid: Summary Component & All-Day Events

summaryComponent — Custom component for the summary row, replacing the default total display
All-day events — Events without specific times render in a dedicated all-day row
startDateLocal variable available in event templates

→ Timeline Grid Component

Workflow dateDiff Function

New dateDiff(start, end, unit) NCalc function calculates date differences in configurable units: years, months, days, hours, minutes, seconds.

→ Workflow Expressions — dateDiff

Template formatDate Function

New formatDate template function for formatting dates inside {{ }} expressions: {{ formatDate order.created 'yyyy-MM-dd' }}.

→ Workflow Variables — Template Functions

HTTP Request Circuit Breaker

Per-host circuit breaker for workflow HTTP requests. Automatically opens after 5 consecutive failures, honors 429 Retry-After headers, and protects against cascading failures.

→ Utilities Tasks — Circuit Breaker

JSONB Range Filters & Filter Syntax Errors

JSONB customValues fields now support type-safe numeric and date range filtering
Invalid Lucene filter syntax returns FILTER_SYNTAX_ERROR instead of a generic 500

→ Filter Syntax — JSONB Range Filters

2026-03-18

Business Date Math in Filters

Filter expressions now support business-aware date math with two new time units:

BHOUR / BHOURS — Business hours that skip non-working hours and holidays
BDAY / BDAYS — Business days that skip weekends and holidays

These units use the organization's configured business calendar (weekly schedule + holiday blocks) to calculate dates. Examples: NOW+4BHOURS, NOW+2BDAYS, dueDate: [NOW TO NOW+3BDAYS].

Requires a business calendar (type business) to be configured for the organization.

→ Filter Syntax — Business Date Math

2025-02-18

New NCalc Functions

Added 7 new expression functions for use in workflow conditions and mappings:

parseDate(string) - Parse date strings to DateTime
substring(string, start, length) - Extract substring
fromJson(string) - Parse JSON string to object
elementAt(list, index) - Get element from list by index
addHours(datetime, hours) - Add/subtract hours from datetime
addDays(datetime, days) - Add/subtract days from datetime
concat(...) - Concatenate strings or collections

→ Workflow Expressions

New Workflow Task Handlers

Order/Copy@1 - Duplicate orders with entities, charges, commodities, and custom values
Order/Split@1 - Split orders by quantity or weight ratio
Flow/Transition@1 - Programmatically trigger flow state transitions
Entity/Change@1 - Modify entity custom values in Before triggers
Commodity/Unpack@1 - Unpack container commodities
AccountingTransaction/ApplyCredit@1 - Apply credit memos to invoices
TrackingEvent/Import@1 - Bulk import tracking events
Utilities/MoveFile@1 - Move/rename files in storage
Note tasks - Create, Update, Delete, Import, Export, RenameThread
FileTransfer tasks - Connect, Disconnect, Download, Upload, ListFiles, DeleteFile, MoveFile
StructuredFile/Parse@1, EDI/Parse@1 - Parse structured files and EDI documents

Flow Workflow Enhancements

Workflow Configuration Profiles - Profile support for workflow execution
Circular Workflow Call Detection - Prevents infinite loops in workflow-to-workflow calls
Workflow Execution Logs - Gzip-compressed logs stored in S3 for debugging
Before Trigger Entity Changes Tracking - Track entity modifications in Before triggers
Async Before triggers forbidden - Before triggers must use Sync execution mode

New Entities

CommodityEvent - Bridge table linking tracking events to individual commodities
Note / NoteThread - Threaded note system for any entity
LinkedOrder - Order-to-order relationships
PersonalAccessToken - PAT-based authentication
ApiCredential - API credential management
WorkflowExecutionLog - Workflow execution history
Calendar entities - CalendarEntity, CalendarEvent, CalendarBusinessHour
Tag system - Tag, CommodityTag, OrderTag, InventoryItemTag

ObjectPath Parser Enhancements

Recursive flatten [**] - Flatten nested collections at all depths
Depth-index [-N] - Filter by nesting depth (e.g., leaf nodes only)

Frontend: DataGrid Enhancements

Collection view type with dedicated renderer
List view renderer with context menu
Right-click context menu support (dotsMenu)
Page size persistence in saved views
Permission-based column filtering
Entry name for pagination display
Multi-value text filter component

Frontend: New Components

viewer-component - PDF and image viewer with download
listitem-component - ListItem with menu support
select-async - Async pagination on scroll
multi-value-text-filter - Multi-value filtering input

Frontend: New Actions

downloadFiles - Download files from the server
clipboard - Copy text to clipboard
submitFormToExternalUrl - Submit form data to external URLs

Frontend: Architecture Changes

Migrated GraphQL from RTK Query to TanStack Query
Sentry integration with white-label configuration
OAuth2 authorize page for third-party integrations
Unsaved changes guard (useDirtyGuard hook)

2025-12-12

Markup Component

Added new component for rendering formatted text using Markdown syntax across web and mobile platforms.

What was added:

markup component for rendering large blocks of formatted text
Markdown syntax support: bold, italic, lists, links, headings, code, blockquotes
Cross-platform compatibility (React and React Native)
Localized markup content support
Dynamic content with variable interpolation
content prop for markup text input
wrapper option to customize container element (default: "View")
Platform-specific rendering: HTML for web, native components for React Native

Files: markup-component.md (new)

→ Markup Component

2025-12-05

DataGrid Filter Props

Added filtering configuration options for DataGrid columns and entity fields.

What was added:

filter prop to enable per-column filtering
filterProperty to use alternate property names for filtering
fieldName precedence rules for filter component configuration
Aliasing behavior documentation for consistent filtering across UI

Files: datagrid-component.md, entities.md, workflow-variables.md

→ DataGrid Component

2025-12-03

Workflow Recursive Flattening

Added recursive flattening selectors for workflow variables to handle nested data structures.

What was added:

[**] selector - Collect all items from self-referencing/nested structures recursively
[-N] selector - Pick items by depth (leaf nodes, parents, grandparents)
Variable-depth branch examples for nested commodity extraction

Files: workflow-variables.md

→ Workflow Variables

2025-12-02

Form State Management

Added form dirty state management capabilities.

What was added:

resetDirtyState action - Programmatically clear form's dirty flag after custom save operations
dirtyGuard prop on Form component - Prevent navigation with unsaved changes
Localized dialog fields (title, message, confirmText, cancelText)
Confirm/cancel action handlers for discard-changes flows

Files: actions.md, form-component.md

→ Actions Reference | Form Component

API Credentials (OAuth2)

Added complete OAuth2 client credentials API for programmatic access.

What was added:

apiCredential and apiCredentialWithSecret GraphQL types
Queries: apiCredential, apiCredentials (with pagination)
Mutations: createApiCredential, updateApiCredential, regenerateApiCredentialSecret, deleteApiCredential
IP restriction formats: IPv4, IPv6, CIDR notation
OAuth2 token endpoint usage (/connect/token)
JavaScript and Python code examples
Security best practices and error response documentation

Files: api-credentials.md (new), _category_.json

→ API Credentials Documentation

2025-11-30

Attachments GraphQL API

Added comprehensive file attachment management API.

What was added:

attachment GraphQL type with metadata fields
Queries: attachment, attachments (paginated)
Mutations: uploadAttachment, deleteAttachment
Field component options:
- multiple - Allow multiple file uploads
- capture - Enable camera capture on mobile
- accept - File type restrictions
- autoClearDropZone - Clear drop zone after upload
allowOrderBy and orderByProperty for DataGrid/entity sorting

Files: attachments.md (new), overview.md, field-component.md, datagrid-component.md, viewer-component.md, entities.md

→ Attachments API | Field Component

2025-11-27

List & ListItem Components

Rewrote list component documentation with comprehensive coverage.

What was added:

list component with props: data, itemTemplate, emptyTemplate, selectionMode
listItem child component with click handlers
Selection modes: none, single, multiple
Built-in menu support via menu prop
Query support for dynamic data loading
Comparison guide: List vs Collection components
Styling options and CSS class customization

Files: list-component.md, collection-component.md, overview.md

→ List Component

DataGrid Component Revamp

Major documentation overhaul for DataGrid.

What was added:

View types documentation: table, card, list
Column configuration: width, minWidth, alignment, sortable, visible
Editing modes: inline, dialog, row-level
Selection: single, multiple, checkbox column
Row styling with conditions
Context menu and row actions
Export functionality

Files: datagrid-component.md

→ DataGrid Component

2025-11-19

EmailTemplate Workflow Type

Added new workflow type for email content generation.

What was added:

workflowType: "EmailTemplate" configuration
Output fields: subject, body, htmlBody, attachments
Handlebars template engine integration
Variable substitution from workflow context
Best practices for reusable email templates

Files: workflow-email-template-type.md (new)

→ EmailTemplate Workflow

2025-10-31

Viewer Component

Added dedicated component for inline document display.

What was added:

viewer component replacing deprecated openDocumentPreview
Props: src, type, downloadable, permissions, height, width
PDF rendering with zoom and navigation
Image preview with pan/zoom
Permission-based access control
Responsive sizing options

Files: viewer-component.md (new), overview.md, actions.md

→ Viewer Component

openDocumentPreview Action

Added action for modal document preview.

What was added:

openDocumentPreview action
Attributes: url, fileName, fileExtension
onClose callback handler
Auto-detection of file type from extension
Conditional logic examples for document types

Files: actions.md

→ Actions Reference

submitFormToExternalUrl Action

Added action for external HTTP form submission.

What was added:

submitFormToExternalUrl action
Attributes: url, method, headers, formData
excludeFields - Omit specific fields from submission
explicitFields - Include only specified fields
Lifecycle hooks: onSuccess, onError, onComplete
Dynamic URL support with template expressions

Files: actions.md

→ Actions Reference

formData Pattern

Updated form submission to use new formData pattern.

What was changed:

Replaced legacy fieldMapping with formData
Template expression support: {{ formData.fieldName }}
Override and augment form values in submission
Consistent pattern across all form actions

Files: actions.md

→ Actions Reference

2025-09-22

Added dashboard system for data visualization.

What was added:

dashboard component with props: widgets, columns, editMode, onLayoutChange
dashboardWidget component with props: title, type, data, config
Widget types: chart, metric, table, custom
Chart subtypes: bar, line, pie, area, donut
Metric cards with value, label, trend, trendDirection
Responsive breakpoints configuration
Edit mode for drag-and-drop repositioning
layout component for widget containers

Files: dashboard-component.md (new), dashboard-widget-component.md (new), layout-component.md (new), overview.md

→ Dashboard Component | Dashboard Widget

Timeline Components

Added timeline system for chronological display.

What was added:

timeline component with props: data, itemTemplate, dateField, groupBy
timelineGrid component for tabular scheduling
Props: resources, events, startDate, endDate, viewType
View types: day, week, month
Event handlers: onEventClick, onEventDrop, onEventResize
Resource grouping and filtering

Files: timeline-component.md (new), timeline-grid-component.md (new)

→ Timeline Component | Timeline Grid

2025-09-04

Barcode Scanner

Added barcode scanning capabilities for mobile devices.

What was added:

openBarcodeScanner action with attributes:
- mode: single or multi scan
- onScan - Handler for each scan result
- onComplete - Handler when scanning finishes
- onClose - Handler when scanner closes
barcodeScanner component (standalone)
Supported formats: Code128, Code39, EAN-13, EAN-8, UPC-A, UPC-E, QR Code, DataMatrix
Camera selection: front, back, auto
Continuous scanning with batch results

Files: barcode-scanner-component.md (new), actions.md, field-component.md, notes-component.md

→ Barcode Scanner Component | Actions Reference

2025-08-06

Calendar Component

Added full-featured calendar for scheduling.

What was added:

calendar component with props:
- events - Array of event objects
- view - day, week, month, agenda
- selectable - Enable date/time selection
- editable - Enable drag-and-drop editing
Event object fields: id, title, start, end, allDay, color, resourceId
Event handlers: onEventClick, onEventDrop, onDateSelect, onViewChange
Recurring events with rrule support
Resource scheduling with resources prop
Localization and timezone configuration
Mobile responsiveness best practices

Files: calendar-component.md (new)

→ Calendar Component

2025-07-30

FTP/SFTP/FTPS Tasks

Unified file transfer task documentation.

What was added:

Consolidated FileTransfer/* task namespace
Protocol support: FTP, FTPS (FTP over TLS), SFTP (SSH)
Tasks: Connect, Upload, Download, List, Delete, Rename, CreateDirectory
Connection options: host, port, username, password, privateKey
SFTP-specific: Host key verification, key-based authentication
FTPS-specific: Implicit/explicit TLS, certificate validation
Transfer modes: binary, ascii, auto
Passive/active mode configuration
Error handling and retry patterns

Files: ftp-tasks.md

→ FTP Tasks Documentation

2025-07-29

StructuredFile/Parse Task

Added fixed-width flat file parsing for legacy formats.

What was added:

StructuredFile/Parse task for fixed-width files
Record definitions with position-based field extraction
Field types: string, number, date, boolean
Computed fields with expressions
Conditional fields based on record type
Hierarchical output structure for parent/child records
Error handling: strict, lenient, skip
Support for warehouse and EDI file formats

Files: structuredFile-tasks.md (new), edi-tasks.md

→ StructuredFile Tasks

Relative Date Filtering

Added dynamic date filtering with Lucene/Solr syntax.

What was added:

NOW keyword for current timestamp
Time units: YEAR, MONTH, DAY, HOUR, MINUTE, SECOND
Operations: + (add), - (subtract), / (round)
Examples: NOW-7DAY, NOW/MONTH, NOW-1YEAR/YEAR
Range filters: [NOW-7DAY TO NOW], [* TO NOW-1MONTH]
Timezone considerations
Case sensitivity rules

Files: filter.md (new)

→ Filter Documentation

2025-07-28

guid() Function

Added unique identifier generation in App Modules.

What was added:

guid() function in variable expressions
Returns UUID v4 format string

Usage:

variables:
  - name: newId
    value: "{{ guid() }}"

Files: variables.md

→ Variables Reference

2025-07-21

Datetime Timezone Options

Enhanced datetime field configuration.

What was added:

options.timezone - Display in specific timezone
options.storeAsUtc - Store as UTC, display locally
options.convertToTimezone - Convert on display
Non-timezone datetime for location-independent times
Fixed timezone display for departure/arrival times
Quick reference table for timezone configurations
Use cases: logistics schedules, deadlines, operating hours

What was changed:

Default: No timezone conversion, no UTC storage
Migrated direct props to unified options object
Removed deprecated datetime-local type

Files: field-component.md

→ Field Component

2025-07-17

Redirect Component

Added automatic navigation component.

What was added:

redirect component with props:
- path - Target URL path
- params - Query parameters object
- delay - Milliseconds before redirect
- condition - Conditional redirect expression
Organization path syntax: /org/path
System path syntax: /system/path
Query parameter preservation

Files: redirect-component.md (new)

→ Redirect Component

DataGrid Styling & Variable Functions

Enhanced DataGrid styling and added comparison functions.

What was added to DataGrid:

Row styling: rowStyle, rowClass with conditions
Column styling: cellStyle, cellClass
Style options: backgroundColor, color, fontWeight, border
Predefined classes: success, warning, danger, info
Replaced eval with moreThan for performance

What was added to Variables:

lessThan(a, b) - Numeric comparison
isEquals(a, b) - Equality check
dateDiff(date1, date2, unit) - Date difference
daysBetween(date1, date2) - Days between dates
daysUntil(date) - Days until future date
daysAgo(date) - Days since past date
isDateBefore(date1, date2) - Date comparison
isDateAfter(date1, date2) - Date comparison

Files: datagrid-component.md, variables.md

→ DataGrid Component | Variables

2025-06-30

Slot Component

Added dynamic content injection component.

What was added:

slot component with props:
- name - Named slot identifier
- default - Default content if slot empty
Usage for component extensions in dropdowns
Priority-based slot ordering
Parent/child slot communication

Files: slot-component.md (new), components.md

→ Slot Component

2025-04-24

EDI Tasks

Added Electronic Data Interchange workflow tasks.

What was added:

EDI/Parse - Parse EDI documents to JSON
EDI/Generate - Generate EDI from data
EDI/Validate - Validate EDI syntax and semantics
EDI/Transform - Convert between EDI versions
EDI/ExtractData - Extract specific segments/elements
EDI/Acknowledge - Generate 997/999 acknowledgments
EDI/BatchProcess - Process multiple EDI files
Transaction set support: 850, 855, 856, 810, 214, 990
Trading partner configuration
Delimiter configuration (segment, element, sub-element)

Files: edi-tasks.md (new)

→ EDI Tasks

FTP/SFTP Tasks (Initial)

Added initial file transfer task documentation.

What was added:

FTP/Connect, FTP/Upload, FTP/Download
SFTP/Connect, SFTP/Upload, SFTP/Download
Basic connection and transfer examples

Files: ftp-tasks.md (new)

→ FTP Tasks

Quick Reference

Date	Feature	What Was Added	Link
2026-04-29	Workflow Executions query	Filter-based `workflowId` scoping, `search` param	→
2026-04-29	YAML line endings	Transparent CRLF→LF normalization	→
2025-12-12	Markup component	Markdown rendering for web & mobile	→
2025-12-05	DataGrid filter	`filter`, `filterProperty` props	→
2025-12-03	Recursive flattening	`[**]`, `[-N]` selectors	→
2025-12-02	API Credentials	OAuth2 client credentials API	→
2025-12-02	Form state	`resetDirtyState`, `dirtyGuard`	→
2025-11-30	Attachments API	GraphQL attachment CRUD	→
2025-11-27	List component	`list`, `listItem`, selection modes	→
2025-11-27	DataGrid revamp	Views, editing, styling	→
2025-11-19	EmailTemplate	Email content workflow type	→
2025-10-31	Viewer	Inline PDF/image display	→
2025-10-31	Document preview	`openDocumentPreview` action	→
2025-10-31	External submit	`submitFormToExternalUrl` action	→
2025-09-22	Dashboard	Widgets, charts, metrics	→
2025-09-22	Timeline	Events, scheduling grid	→
2025-09-04	Barcode Scanner	`openBarcodeScanner`, multi-scan	→
2025-08-06	Calendar	Views, events, drag-drop	→
2025-07-30	File Transfer	FTP/FTPS/SFTP unified tasks	→
2025-07-29	StructuredFile	Fixed-width file parsing	→
2025-07-29	Date filtering	`NOW`, date math, ranges	→
2025-07-28	guid()	UUID generation function	→
2025-07-21	Datetime timezone	`storeAsUtc`, `convertToTimezone`	→
2025-07-17	Redirect	Navigation component	→
2025-07-17	Variable functions	`dateDiff`, `daysBetween`, etc.	→
2025-06-30	Slot	Dynamic content injection	→
2025-04-24	EDI Tasks	Parse, generate, validate EDI	→

2026-10-03​

AI Agents: Agent-Produced Files (CXTMS-328)​

2026-09-27​

AI Assistant: Files in Chat and the Library (CXTMS-362)​

2026-09-24​

AI Agents: Agent Workflows, Sessions, Tool Approval, and Live Events (CXTMS-328)​

2026-09-16​

Organization Connections and Cross-Organization Transmissions (CXTMS-305, CXTMS-313)​

2026-09-08​

Browser/Run Workflow Task (CXTMS-299)​

2026-04-29​

Equipment Entities​

Workflow Executions: Filter-Based Scoping and Free-Text Search​

YAML Line Ending Normalization​

2026-03-25​

DataGrid: Per-Row TTL Highlight Accumulation​

Refresh Action: Highlight Options​

2026-03-23​

Order Time Buckets GraphQL Query​

DataGrid Inline Cell Editing​

Timeline Grid: Summary Component & All-Day Events​

Workflow dateDiff Function​

Template formatDate Function​

HTTP Request Circuit Breaker​

JSONB Range Filters & Filter Syntax Errors​

2026-03-18​

Business Date Math in Filters​

2025-02-18​

New NCalc Functions​

New Workflow Task Handlers​

Flow Workflow Enhancements​

New Entities​

ObjectPath Parser Enhancements​

Frontend: DataGrid Enhancements​

Frontend: New Components​

Frontend: New Actions​

Frontend: Architecture Changes​

2025-12-12​

Markup Component​

2025-12-05​

DataGrid Filter Props​

2025-12-03​

Workflow Recursive Flattening​

2025-12-02​

Form State Management​

API Credentials (OAuth2)​

2025-11-30​

Attachments GraphQL API​

2025-11-27​

List & ListItem Components​

DataGrid Component Revamp​

2025-11-19​

EmailTemplate Workflow Type​

2025-10-31​

Viewer Component​

openDocumentPreview Action​

submitFormToExternalUrl Action​

formData Pattern​

2025-09-22​

Dashboard & Widget Components​

Timeline Components​

2025-09-04​

Barcode Scanner​

2025-08-06​

Calendar Component​

2025-07-30​

FTP/SFTP/FTPS Tasks​

2025-07-29​

StructuredFile/Parse Task​

Relative Date Filtering​

2025-07-28​

guid() Function​

2025-07-21​

Datetime Timezone Options​

2025-07-17​

Redirect Component​

DataGrid Styling & Variable Functions​

2025-06-30​

Slot Component​

2025-04-24​

2026-10-03

AI Agents: Agent-Produced Files (CXTMS-328)

2026-09-27

AI Assistant: Files in Chat and the Library (CXTMS-362)

2026-09-24

AI Agents: Agent Workflows, Sessions, Tool Approval, and Live Events (CXTMS-328)

2026-09-16

Organization Connections and Cross-Organization Transmissions (CXTMS-305, CXTMS-313)

2026-09-08

Browser/Run Workflow Task (CXTMS-299)

2026-04-29

Equipment Entities

Workflow Executions: Filter-Based Scoping and Free-Text Search

YAML Line Ending Normalization

2026-03-25

DataGrid: Per-Row TTL Highlight Accumulation

Refresh Action: Highlight Options

2026-03-23

Order Time Buckets GraphQL Query

DataGrid Inline Cell Editing

Timeline Grid: Summary Component & All-Day Events

Workflow dateDiff Function

Template formatDate Function

HTTP Request Circuit Breaker

JSONB Range Filters & Filter Syntax Errors

2026-03-18

Business Date Math in Filters

2025-02-18

New NCalc Functions

New Workflow Task Handlers

Flow Workflow Enhancements

New Entities

ObjectPath Parser Enhancements

Frontend: DataGrid Enhancements

Frontend: New Components

Frontend: New Actions

Frontend: Architecture Changes

2025-12-12

Markup Component

2025-12-05

DataGrid Filter Props

2025-12-03

Workflow Recursive Flattening

2025-12-02

Form State Management

API Credentials (OAuth2)

2025-11-30

Attachments GraphQL API

2025-11-27

List & ListItem Components

DataGrid Component Revamp

2025-11-19

EmailTemplate Workflow Type

2025-10-31

Viewer Component

openDocumentPreview Action

submitFormToExternalUrl Action

formData Pattern

2025-09-22

Dashboard & Widget Components

Timeline Components

2025-09-04

Barcode Scanner

2025-08-06

Calendar Component

2025-07-30

FTP/SFTP/FTPS Tasks

2025-07-29

StructuredFile/Parse Task

Relative Date Filtering

2025-07-28

guid() Function

2025-07-21

Datetime Timezone Options

2025-07-17

Redirect Component

DataGrid Styling & Variable Functions

2025-06-30

Slot Component

2025-04-24