Skip to content

7.2

Release Notes — Version 7.2

This release focuses on strengthening system performance, improving usability across key workflows, and addressing critical security and stability issues. Below is a summary of enhancements and fixes included in this sprint.

🚀 User Stories & Enhancements

Enhanced transaction history with backend improvements for logging.
Improved accrual display and mismatch highlighting for form-array fields in accordion mode.
Simplified Export Modal by removing redundant filtering options.
Refined table column resize experience and removed unnecessary outer styling.
Fixed issue where the Dispute button did not open or focus on dispute notes when the Conversations panel was collapsed.
Enabled default JSON formatting in the Instance Status Config tab.
Added regional formatting fields in Create Client and Create User forms.
Made column layouts dynamic in Overview and Reporting.
Enforced strong password policies with validation.
Updated label inconsistencies across the platform.
Refactored AP Flow to eliminate redundant accrual fetching.
Enabled deep linking with selected history state support.
Extended dashboard session duration with a “Remember Me” option.
Implemented a voting mechanism for confidence checks in Gemini document classification.
Added support for global-level dictionary data in the Data Management screen.
Integrated BullMQ and Redis for automated scheduling and queue management.
Configured end-to-end regression testing for Quote and Document flows across Preprod and Prod QA dashboards.
Applied hotfix for handling missing characters during OCR processing.
Consolidated Admin forms using a unified metadata schema and form builder engine.
Enabled visibility of original emails in filtered views.
Addressed security concerns from penetration testing, including unrestricted file upload vulnerabilities.

🐞 Bug Fixes

Resolved FTP processing issues with special character file names.
Fixed missing dispute status visibility on the Overview page.
Addressed disabled Approve Transaction button and null approver issues in Approval Flow.
Corrected empty output in Prompt Extraction Finder.
Fixed tolerance calculation errors caused by floating-point precision.
Ensured deeplinks preserve base view instead of defaulting to Approval state.
Resolved missing emails on the Dashboard.
Fixed multiple security vulnerabilities, including HTML injection and broken access control.
Addressed import errors caused by disabled mapping records.
Corrected inconsistent values in document type dropdowns.
Fixed Extract Data Template state issues.
Resolved visibility issue for Delete Report option with long report names.
Fixed unintended processing of attachments in new threads.
Ensured custom view changes are properly saved.
Restored missing UI indicators (e.g., blue dot for new messages).
Fixed multiple UI inconsistencies in Conversations (list view, sidebar, validation states, drag behavior, dropdown states).
Resolved webhook subscription issues in TMS with global handlers.
Fixed inconsistent dropdown results caused by missing deterministic sorting.
Prevented archived dictionary entries from appearing in dropdown options.
Addressed incomplete loading of user lists during branch assignment.
Updated footer year to be dynamic.
Fixed sorting issues (ASC/DSC) in export functionality.
Ensured email notes do not persist incorrectly when switching clients.
If you want a shorter, more high-level version (for clients vs internal), I can trim this down further.
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.