Explore

6.4 Features

Threaded Messaging

Users can now leave comments on transactions, complete with usernames and timestamps.

Time Assignment

Transactions can now be assigned and re-assigned to entire teams — not just individual users.

Check out the video below for a quick overview of the highlights.

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https://drive.google.com/file/d/1c_g_pXoD0tgsB34Dvzl9JfFPTKs2ebO1/view?usp=sharing⁠

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Core Functionality

Remove “Processing status is not available” message while transaction is loading

Standardize date format across the UI

Assign and reassign transactions between teams

Bad splits should halt the flow and raise an exception

Admin: Create screens to add, remove, and update mock TMS records

Client Operator should be able to change their password

In the user assignment screen, display only users specific to the selected client in the Client tab

Enable opening links in a new tab in the workflow selector

Check duplicate email logic — validate against reference ID as well

Quote AI & Form Updates

React App: Form updates for Quote AI

React App: UX improvements

Design: Handle missing mandatory fields in Quote AI

Create a reusable Quote AI workflow

Add configuration to run auto-formatting, linting, and tests on commit for the quote-ai frontend

Mapping & Configuration

Combine Key Name Mapping Config screen with Mapping Configurations

Extraction rate should be calculated only against mandatory fields

AP Automation

Distinguish multi-shipments in AP Automation base views

Admin: Create a user-specific AP Automation view with all stepper stages

Fix incorrect numbering display

Show approval comment on the UI after submission

Remove “Click here to view transaction in PC” link from the Pay screen

Create downloadable PDF for payment and post receipt

Update Pay screen UI to match platform-wide design

Display exchange rate information

Show payment failure alerts

Rule Engine, Refactoring & Backend

Create a reusable admin screen component and refactor linked components

Refactor dashboard URLs to support deep linking

Refactor Rule Engine for dynamic, schema-driven evaluations (Phase 1)

Refactor the codebase of the Rule Engine admin screen

Refactor the CRUD API for python_code_blocks to support create, get, and update for a specific operation

Remove flow_triggers database and rely solely on flow_registry

Repositories & DevOps

Merge repositories into extraction_services and eliminate 5 others — migrate split code from content_extraction (except legacy code)

Merge repositories into extraction_services and eliminate 5 others — migrate azure_extraction

Merge repositories into integration_services and eliminate 5 others — migrate track-and-trace-backend

Merge repositories into integration_services and eliminate 5 others — migrate client-integration

Set up auto-formatting, linting, and test runs on commit for the frontend repo

Bug Fixes

Issue where “Create Payload” fails under high shipment volume

Column visibility conflict when a field is hidden in both the column and filter

Deeplink issue in Admin screen where sidebar functions were disabled

Incorrect document type display after updating key in Mapping Configuration

Issue where messages did not appear on the Overview page

Issue where comment messages were not persisted on revisit; long messages were also not rendered properly

Issue where changes in "Base View" state were not reflected on the dashboard

Issue where changes in "Inject Python" state were not applied

404 error when attempting to fetch mock TMS records

Missing “Assign to User” button for branch structure

Screen freeze and incorrect workflow display when clicking “Back to Application”

Issue where sidebar in Admin screen was disabled in QA environment

Duplicate values appearing in dropdown menus

Missing green highlight and icon in the "Save" button in the ‘Inject Python’ section of the Admin screen

Issue where dropdown did not retain the selected type after saving

Removed extra blank space in the ‘Inject Python’ section of the Admin screen

Issue where custom function data was not displayed in real-time and required manual refresh

Error when adding new mapping configurations

Improved handling of missing parameters in Rules Collection

Incorrect time displayed in Execution Log when viewing past executions

Incorrect page number count in Document Type Fields on the Admin screen

Regression where previously successful invoices ended up in an error state

Incorrect save confirmation popup for configuration on the Admin screen

Issue where “Download Files” dropdown was not visible at 100% zoom level

Issue where queue name was not visible after re-execution

Workflow not triggering on email after updating bot email address

Issue where code block was reset after saving on the Admin page

Incorrect ClassificationPage attribute

Error when using Classification Page with DOCX files

Infinite reloading caused by expired cookies

Issue where RabbitMQ did not re-queue or re-execute failed or stuck transactions

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