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Changelog

New features and additions to the CXTMS development platform.

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​

Dashboard & Widget Components​

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​

DateFeatureWhat Was AddedLink
2025-12-12Markup componentMarkdown rendering for web & mobile→
2025-12-05DataGrid filterfilter, filterProperty props→
2025-12-03Recursive flattening[**], [-N] selectors→
2025-12-02API CredentialsOAuth2 client credentials API→
2025-12-02Form stateresetDirtyState, dirtyGuard→
2025-11-30Attachments APIGraphQL attachment CRUD→
2025-11-27List componentlist, listItem, selection modes→
2025-11-27DataGrid revampViews, editing, styling→
2025-11-19EmailTemplateEmail content workflow type→
2025-10-31ViewerInline PDF/image display→
2025-10-31Document previewopenDocumentPreview action→
2025-10-31External submitsubmitFormToExternalUrl action→
2025-09-22DashboardWidgets, charts, metrics→
2025-09-22TimelineEvents, scheduling grid→
2025-09-04Barcode ScanneropenBarcodeScanner, multi-scan→
2025-08-06CalendarViews, events, drag-drop→
2025-07-30File TransferFTP/FTPS/SFTP unified tasks→
2025-07-29StructuredFileFixed-width file parsing→
2025-07-29Date filteringNOW, date math, ranges→
2025-07-28guid()UUID generation function→
2025-07-21Datetime timezonestoreAsUtc, convertToTimezone→
2025-07-17RedirectNavigation component→
2025-07-17Variable functionsdateDiff, daysBetween, etc.→
2025-06-30SlotDynamic content injection→
2025-04-24EDI TasksParse, generate, validate EDI→