Explore

6.9 Features

Margin Control - Flexible, Precise, Easy

Set margins by quote type and charge code using flat amounts, percentages, or whichever is higher or lower. Add conditions for customer, route, or charge type, and reorder rules with simple drag-and-drop for full control without the clutter.

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Email Filters - Smarter Inbox Control

Automatically route unwanted or exception emails to a review queue by filtering on sender or keywords. Organize filters by type, toggle them on/off instantly, and add notes to guide reviewers to keep your processing clean and efficient.

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Margin & Rule Engine

Support JSONLogic for margin calculation

Support greater of / lesser of logic in tolerance & approval configuration

Move rule execution logic to DB for dynamic margin/tolerance calculation

Margin evaluation: schema update & template support

Rule engine: margin evaluation logic

Margin screen – UI fixes

Email screen – margins

Analysis for rates / margins screens

Prompt Engine & LLM (LLM-2.0)

Gemini completion

Prompt engine integrations

Design flow diagram for prompt template creation, publishing, and generation

Design data model & ER diagram for prompt engine integration

[LLM-2.0] Build prompt engine to dynamically generate prompt text & field config

[LLM-2.0] Collect sample documents, validate prompt texts, finalize template with outcomes

Create prompt-level extraction debugging screen

As an AI Engineer, create prompt to extract standardized fields from emails

As a CIE, transform .eml into PDF to enable Gemini extraction

Email & Communication

Email screen – filters

Enable in-app preview for email attachments in processing screen

Configure email dashboards with metadata-driven dropdown configuration (like document dashboards)

Email dashboards – support metadata-driven dropdown configuration

Quote templates look distorted in Outlook

Make quote & email classification state manually editable (like “Create Payload”)

Create base view for spam email report

FE – support spam re-execution with configurable options

Processing & Automation

Fix issue: multiple documents with multiple payloads not generated in AP automation

Processing halt due to consumers dropping to zero

Refresh button on processing page to update state details

Synchronize metadata config for form creation with key name mapping config

Odd invoice split issue

Add support for RabbitMQ in multi-import functionality

Support nested flow import

Add import functionality to clone transformation functions across operations

Create global screen for transformations in admin

TMS & Client Configuration

Enhancements in TMS screen – search functionality & data validation

Add client shortname for automation customer

As a CIE, define a global rule set configurable per client to speed up implementations

HOLD – CargoWise one-off quote

UI & UX Improvements

Update “Time Received” column behavior for sorting & visibility

Update archive base view to include “Unarchive” action in reporting page

Form data fields to follow new design

Execution log improvements

Errors like trailing commas not visible in JSON editor

Remove “Document Type” dropdown from Upload Document

Format numbers & dates based on user/client preferences

Add filter option for mandatory fields in field mapping view

Make filters stackable

Add favicon for PayCargo PC URLs

Security & Access

Add login attempt limiting to prevent brute-force attacks

Restrict users from adding dangerous stages ($out, $merge) in report pipeline

Testing & Regression

Client regression test suite – Phase II

Setup a client regression test suite with execution & reporting

Infrastructure & Repos

Create physical database model

Merge repos into a single extraction_services repo (migrating entity_extraction_via_openai)

Bug Fixes

Margins Screen – Rule validation & priority handling issues

Number format not working for keys

Selected date format not working for reports date range

Duplicate “Last 30 days” option displayed in dashboard

Settings page not redirecting to any destination

Non-quote and duplicate emails not appearing in filtered emails

Clear history and re-execute not working on first attempt

Unable to import document type fields – API returns 404 Not Found

Filtered emails view missing in QA quote dashboards

Margin template changes

Client-selected date format not reflected on dashboard

Search not working for logic & margin % columns

Header columns and sub-rows misaligned in spam email report view

Missing invoice details in “Pay” and “Post” states in AP automation

Error occurs when clicking Add in the Add Filter

Flow stuck in initial state

Quote type dropdown not visible in UI

Difference in output between /api/extraction_from_task and File Type Prompt Engine

Values not clickable inside the document type dropdown while merging

[Transformation] Import drawer – inactive operations visible in dropdown & import button not always visible for large lists

TIF files not shown in Extract Files state

Popup error when navigating to Clients list through Settings

TMS search – no results for partial, numeric, or special character searches

Syntax error in operation_status_evaluator function breaks operation execution

Review & Approval – blank invoice details, no auto-refresh, and incorrect status update

Error 500 – (isInstanceProcessing is not a function) on invoice review action

Refresh does not show recent execution log

500 error – “Cannot read properties of undefined (reading ‘order’)” while updating key name mapping configuration

Workflows not displayed in real-time after adding – requires manual refresh

Unable to save changes in Client Details

UI issue for date range in Export Data

Incorrect workflows displayed in dropdown for clients

(X) icon missing from Transformation section

Country dropdown not displaying options when creating a new client

Popup error when removing column from view

Issues in Views

UI layout breaks when view name is too long

Client not selectable from recent list with active search filter

Incorrect logo displayed when selecting AP Invoice demo

“Create Another User” button not working

Deeplink for “Export Data” not functioning as expected

Image for expired link appears too large

Execution order in view changes, causing issues in sorting & pagination

Quick filter labels should wrap or truncate

Date picker fields should follow user profile time format (unless overridden in frontend)

Extraction fails for emails when using Claude AI

PDF file with embedded JS blocked when uploaded, but still allowed via email

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