SmartViews - Release Notes

SmartViews - Release Notes

v462.2001 (8/9/2024)

  1. Fixed memory limitations and leaks when loading large amounts of data in a View
  2. Turned off automatic syncing upon opening/closing SmartViews when the DisableSync flag is true

v462.2000 (7/22/2024)

  1. Fixed tracking of versions used by each company in database schema
  2. Added Copy User Security sub-window to User Security List to allow copying View permissions from one user to another
    1. Included an option to completely overwrite existing permissions or just update higher-level copied permissions

v462.1226 (6/3/2024)

  1. The connection object for local SmartViews statistics is now made sure to be reopened before use
  2. Installer no longer requires PowerShell to use the .ctor of a .NET class

v462.1225 (5/6/2024)

  1. Added option to select data provider for Excel connections
  2. Fixed dynamic loading for Excel data sources in Reports and Dashboards
v462.1224 (2/28/2024)
  1. The directory tree in the User Security window is now ordered alphabetically
  2. All dialog boxes should no longer be able to get stuck behind their parent window
  3. Cleaned up logging for sync errors
v462.1223 (2/21/2024)
  1. Oracle SQL views and their fields now show up in the UI Designer
  2. When new filter criteria are added in the Designer Definitions, format-specific clauses will appear as options immediately (e.g. "Is Today" for a date filter)
  3. The Pivot Data Drilldown window can no longer get stuck behind the main SmartViews window

v462.1222 (2/1/2024)

  1. Fixed user count check in User Accounts window to include designers in the limit
  2. Deleting a Report layout no longer triggers a false error message
  3. The SQL plaintext designer now allows users to input SQL that it can't properly parse, but it will still warn users
    1. If the SQL cannot be parsed, the UI Designer tab will be hidden unless it is modified
    2. The warning can be ignored; if it is, then it won't pop up again until a change is made to the SQL or the Designer is reopened
v462.1221 (12/14/2023)
  1. Fixed bug where the Report ribbon would not always properly merge with the main ribbon
  2. Expanded the list of tables that can be seen in an Oracle database in the Query Builder tool
  3. "Is Admin Connections" column in User Accounts now controls if a user can modify connections in the Designer window
  4. Added license check for Users and Designers in User Accounts grid

v462.1220 (11/8/2023)

  1. Fix error when closing View & Report Designer
  2. Views: Fix issue with View not loading when setting Chart as default View Type
  3. Relax User Count messaging in some scenarios
v462.1219 (11/6/2023)
  1. Oracle Data Source - correct issue with objects not being shown in the SmartViews Designer SQL UI
  2. Add validation checks for user/designer counts against license user agreement
v462.1217 (9/7/23)
  1. Copy Layout To: Only users with access to the View/Report are listed, and they are listed alphabetically.
  2. Dashboard Designer: Changes made in the plaintext SQL editor are reflected in the query builder UI.
  3. Pivot Views: % of Row and % of Column summary fields now display the correct values.
  4. File Menu: Top-level Reports and Dashboards are ordered alphabetically.

v462.1216 (7/27/23)

  1. Pivot Chart Layouts:
    1. Fixed Export Current for pivot chart layouts
    2. Copy Layout To keeps pivot layouts and pivot chart layouts linked
    3. When a new pivot layout is saved, so are the pivot chart layouts tied to it
  2. View Designer: FilterCriteria can be removed without saving multiple times
  3. User Accounts: Re-added the ability to select multiple users and look at only them in the User Security window
  4. Filter Criteria: Resolved error regarding string length

v462.1215 (6/20/23)

  1. Database: Connection automatically reopens if it has been closed by the server due to inactivity.
v462.1214 (5/6/23)
  1. Dashboard Designer
    1. Correct UI defect in Dashboard Datasource Designer that prevents users from setting the Dashboard Datasource Name when adding a new datasource
    2. Correct SyntaxProvider on editing of Dashboard Datasource
v462.1213 (5/4/23)
  1. File Menu:
    1. Views saved in the top-level directory are now sorted alphabetically
    2. If there are Views and subfolders in the same directory, Views now display under the folders instead of over them
  2. Designer Tab:
    1. Items in directory tree are now sorted alphabetically
    2. Directory tree no longer vanishes when a directory is deleted
    3. Disabled renaming Dashboard data sources while editing
    4. Removed special case that allowed Views to be saved even if the SQL in the text editor was invalid
v462.1212 (4/14/23)
  1. Main Screen: Restored alphabetical sorting of Views
  2. Designer Tab: Refresh Connection no longer clears SQL; fixed column names not loading in SQL Designer Definitions tab
  3. User Security List: Save last change on window close
v462.1211 (3/31/23)
  1. Include PostgreSql in Review screen of Designer
  2. FrmDesigner - Correct Oracle issues in Designer
v462.1210 (3/27/23)
  1. Correct issue with default layouts not saving & loading
  2. Correct null reference error when closing the Designer form
  3. Correct issue with importing Layouts
v462.1200 (3/22/23)
  1. Correct issue with Layout saving
  2. Freeze "Name" column in User Security so it's always visible
  3. Correct issue with Oracle 
v462.1100 (3/21/23)
  1. Massive performance improvements across SmartViews, especially in Designer tab and Views
  2. Better error messages, better icons, and other quality-of-life improvements
  3. Users are prompted to sync if they close SmartViews with unsynced changes
  4. Split logging up: one log file per user
  5. Changed local database architecture from SQL Server CE 3.5 to SQL Server LocalDB 2017+
  6. Updated to .NET Framework 4.6.2
  7. FIPS-compliant encryption library
  8. Views:
    1. Views without filter criteria automatically load when opened instead of requiring users to click Refresh
    2. Added pivot header summary types: Varp, Var, StdDevp, StdDev
    3. Added support for pivot-chart layouts
    4. If a layout is loaded and then changes are made, the layout can be immediately reloaded to revert those changes
  9. Designer:
    1. Removed the ability to try to set multiple connections as the default connection
    2. Added support for PostgreSQL connections
    3. Fixed issue with RTF exports not being enabled
    4. Format specifiers
      1. Disabled text-editing for format specifiers
      2. Added support for standard numeric format specifiers (e.g. E for Exponential, G for Generic) that weren't previously supported
      3. Added support for precision specifiers greater than 9 digits
      4. Format specifier D now supports Decimal instead of DateTime if type isn't specified
v452.2800 (2/22/23)
  1. Correct issues when creating Excel connections
v452.2700 (1/18/23)
  1. LillyWorks - Add Production Execution Endpoint to SmartViews.exe.config (keeping this dynamic will ensure changes in LillyWorks will not require a recompile of the application
  2. Deserialize SendGrid error messages when possible
  3. Fix Dashboard datasources disappearing when adding / editing 
  4. Do not allow Dashboard datasources to be deleted if Dashboard Items are using them

v452.2600
This is the latest code changes before the break changes / SmartViews re-factor - this branch is needed to fix issue with LillyWorks / ProductionExecution errors

- corrects an issue in PivotGrids where if you create an expression, you cannot filter on that expression when it's added to the PivotGrid

v452.2500

- Keep the Filter Token as a Const string in Criteria Helper class

- return MatchCollection when looking for the Filter Token

- use RegEx.Replace function to find and replace all filter criteria token in a where clause (this will correct issue with some users who have the filtercriteria token broken up on separate lines)

 

V452.2400

- Fix path issues due to new CustomSDFPath lookup (value was being set to Null even if it wasn't in registry)

V452.2300

- Re use the "GetSDF" property so code isn't duplicated.  GetSDF will be used when clearing the cache as well as when getting the local connection string.

V452.2200

- Default the Cloud Key to the standard cloudkey if there is an issue pulling from the registry

V452.2100

- Allow editing of Expression Type and Format String in Expression Builder

V452.2000

- Source cleanup - delete .user files

Earlier than V452.2000

- Lilly works driver update
- correct the Column xx not found error

- Dashboard Fix - Do not show invalid / deleted data sources in the "Edit" and "Delete" drop down buttons
-
 Refactor Dashboard Viewer data loading and refreshing
- Fix for apostrophe error in column name in Grid Expression Builder
-
 Increase Max series count from 10 to 30 (for Charts linked to Pivot Views)
- Performance improvements



    • Related Articles

    • SmartViews Scheduler - Release Notes

      version V1000.1200 - CustomAppointmentForm - fix minor issue with parameters showing when there aren't any -ScheduleScreen - Gracefully give user message about concurrency error when appointments that were processed while the UI was open   version ...
    • Shipper Connect - Release Notes

      "DatabaseConnectionUI: Fix Server not always being disabled for Oracle DatabaseConnectionUI & DefaultDatabaseConnectionUI: Ignore case for string compares FrmMain: Eliminate try/catch for alias" Add MacroStub.vms to the ClientLoader Project Macro ...
    • Macro Server - Release Notes

      v1000.1007 - Resolve Invalid or Expired Credentials Key Exception when calling Client ExecuteNonQuery(), ExecuteQuery() or ExecuteScalar() directly from Macro before any other methods - Server, Client & MacroEditor: ExecuteNonQuery(), ExecuteQuery() ...
    • ACH - Release Notes

      version 1000.1800 - framework to .NET 4.8 so OS decides best TLS version to use for emailing version 1000.1700 - Fix issue with US Positive Pay specific fields not being used correctly - Remove CdtrAgnt information for Positive Pay files - Remove ...
    • Launchpad - Release Notes

      version: 1100.1000 Date of Release 2024.11.18 Upgrade to support Visual 11 Oracle SQL Server will not work with this Release (to be done at a later date) January 2024 Updates Visual ERP Application Integration Enhanced (Revision 23129, 22nd January ...