The latest release of Athento comes loaded with enhancements that take user experience, automation and efficiency to a new level. Now, thanks to a new add-in for Office 365, you will be able to upload documents directly from Word, Excel or PowerPoint to Athento, simplifying the day-to-day work of your teams.
We’ve also released integration with Resistant AI, so you can automatically and securely detect document fraud. We have optimized performance in key elements such as metadata selectors and option loading, so that working with large volumes of data is smoother than ever. We also introduced new operations to manage related documents, automatically merge PDFs, and customize forms with predefined fields. Custom charts are now more powerful, and dashboards include advanced features such as averaging. In addition, this release includes improvements in security, technological compatibility and mobile usability. Athento continues to evolve so that your document processes never stop!
Added a link to the document from the queue preview. PR-3028
A graph is added to visualize the evolution of the document blob storage, integrating the calculation with the calculate_stats_s3_repository command and the INSIGHT_S3_ONLINE configuration. 📊 PR-2982 +Info.
A button is added to update all insights. 📈🌟 PR-3029
Added monitoring of HTTP and HTTPS services using the HTTPServiceMonitor model, allowing to configure parameters such as URL, method, authentication and SSL verification. 🚀 PR-2985 +Info.
Form document table filters are optimized, loading selector options only when the user clicks and in a paginated way, avoiding unnecessary calls. PR-2967
The estimated time needed to complete the blob storage of all documents at 100% is calculated. PR-2983
A new operation called op_custom_increment is created to generate custom incrementals based on other fields. 🔝PR-2973 +Info.
A new parameter, “transversal”, has been added to the API v1 search endpoints. This parameter allows to get the documents of all the user’s computers. If not included or set to false, the search will return only the documents from the user’s current machine, keeping the previous behavior. PR-2952 +Info
A new service has been added in API v1 for bulk downloading of documents in ZIP format. PR-2977 +Info
Added mandatory authentication to access Swagger/Spectacular views. PR-2966
It is now possible to restrict the creation of documents of a specific form in a space. PR-2920 +Info
A command is created to generate a report of slow queries and send it by email, plus a middleware is added to trace the calls that cause them. PR-2942 +Info
New instance statistics are added in the Admin Console and authentication with LastPass is implemented, so that it is possible to authenticate by this means to consume instance statistics from outside the instance. 📊🚀 PR-2937 +Info.
Athento API is enhanced with a CRUD for comments in documents, allowing to create, list, update and delete comments, as well as mention users and groups in comments. PR-2928 +Info
A new parameter is added in the document request operation to specify a field where the forms to be requested will be indicated, using a choice or multichoice type metadata with dictionary. PR-2925 +Info
The JOIN operator is implemented in ATQL for ORM, allowing to link results between documentary types in queries. PR-2923 +Info
An event is created in the document when any lifecycle is started, extending the previous functionality that only did it for the main lifecycle. 🚀 PR-2918
Added information about the object causing error in the import logs, making it easier to diagnose problems during the import process. PR-2907
Added the option to use rest query in several endpoints, including those to create, copy and unarchive documents, process templates and update Viafirma’s binary. PR-2906
The result of the operation is returned in the response of the API V1, using the serializer ExecuteProcessOperationSerializer. PR-2898
Performance is improved in the selector of the “choice” and “multichoice” type metadata with dictionary subtype. Now, “Load options by default” option can be disabled from advanced administration to optimize performance. 🌟 PR-2915
A new parameter, currency-date-field, is added to the op_convert_currency operation to specify a date type field. This parameter allows to use the historical exchange rate corresponding to the specified date during currency conversion. PR-2904 +Info
The performance of the choice and multichoice metadata selector with dictionary has been optimized, loading choices only when selected and paginating them to improve efficiency. PR-2901
New op_append_related_prd_to_binary operation allows concatenating the PDF of a related document to the PDF of the current document. PR-2895 +Info
The possibility to predefine the spaces shown in the space filter of a queue or tray is incorporated. PR-2755 +Info
New add-in for Microsoft Office to upload documents from Word, Excel or PowerPoint directly to Athento. 🚀🌟 PR-2836
Added the possibility to define default values for fields in the custom document creation modal, facilitating a more agile and personalized creation. 🔝 PR-2860 +Info
A new parameter is added in the op_convert_currenc operation to store the exchange rate used in the conversion in a specific field, if this parameter is reported. PR-2856 +Info
A config property has been added to hide the document loading panel in the advanced search. PR-2852 +Info
You can now see in one page the IPs of your Athento installation and the instance security contacts. PR-2840 +Info 🔒🚀 +Info.
Added the possibility to include multiple rows in the same custom chart, with support for groups and advanced filters, improving the layout and data visualization. PR-2821 +Info
A new operation is added to change the life cycle status of related documents, according to the documentary type and status specified in the parameters. PR-2826 +Info
A new endpoint is added in API V1 to execute operations. PR-2811 +Info
AVG (average) function for trays is added, allowing its use in the new dashboards. This allows to calculate averages of number type fields in the documents composing a queue. 🚀 PR-2783 +Info.
A setting is added to enable or disable the link to reset the user password, useful in cases where the login is done with delegated authentication in other systems. PR-2814
New integration with Resistant AI. Two operations are added to integrate document analysis with Resistant AI: one to send the document to be analyzed and another to query the analysis results, saving the scores and indicators in the document characteristics. 🔝🚀 PR-2768 +Info.
It is now possible to add the Open AI API Key from the team’s applications. PR-2769 +Info
Added parameters to specify the coordinates and page of the evidence, as well as the OTP type, in the op_viafirma_main_document_request_table_metadata.py operation. PR-2891 +Info
A setting has been added to hide the out-of-date version message manually. PR-2605
Added option to pass a list of required and optional fields to the custom document creation modal. Optional fields are not shown in bold, and if no file name is specified, ‘New document’ is automatically assigned. 🌟 PR-2543 +Info.
The op_add_itable_row operation has been added to create a generic record in an item table. This operation allows to specify a table type metadata and a text in JSON format to define the column values, either with fixed values or assigned from other metadata. It also allows to indicate which columns contain expressions to be evaluated. PR-2568 +Info
The responsiveness of the application interface when used from devices such as mobiles or tablets is improved. 🔝 PR-2935
Updated several Python dependencies, including bcrypt, bleach, pandas, and others, to improve security and system compatibility. 🔒🚀 PR-2929
The b2sdk library is updated to version 2.7.0, performing the necessary refactoring to ensure its correct operation. PR-2926
New MIMEtypes are added for document creation and import issues are fixed. 🔝 PR-3038
Optimization in the document upload panel related to the form selector. PR-3040
Added error message and refresh option if chat does not load in document view. PR-3034
Notification template import is fixed, ensuring that the assigned form is correctly related by UUID. 🚀 PR-3032
Error message when importing dashboards is corrected, indicating that the file must be a ZIP. PR-3035
Fixed filter in parent dictionary term selector to allow searches by value and tag. PR-3035
Field extraction configuration attributes that were not being imported are added to the inter-instance import. PR-3031
Corrected the “Require binary” check control on document creation from the global modal, ensuring that the default form space settings are respected. PR-3033
Two form attributes that were not being imported are added to the import between instances: ‘Title not required’ (is_no_title_required) and ‘Binary required’ (require_binary). PR-3030
Fixed a display error in file type fields when they were empty. PR-3027
Removed the default scroll in the dictionary terms table, limiting the number of terms per page to 5. 📄 PR-3024
Added a drop-down to choose the parent term in the dictionary term creation modal. PR-3021
Fixed the problem of approving tasks from their own modal. PR-3022
Fixed problem with truncation of item table type field columns in document listing. PR-3023
Fixed display of custom labels in document tasks. 🚀 PR-3015
Updated barcode extraction to use “pyzbar” library instead of “zbar”. PR-3011
Uploading of files with “.m4a” extension has been corrected, allowing their correct management. PR-3014
The visibility control of the “Complete” and “Cancel” task buttons in the document task panel has been corrected, applying the configuration that already existed in the task modal. 🔝 PR-3012
The binary chunked upload process in the dashboard using FilePond has been corrected, avoiding duplications and upload failures due to an error in the variable used. PR-3004
Fixed password autocompletion issue in metadata configuration with external request. Now, the browser does not autofill this field, avoiding crashes when saving the configuration. 🔒🚀 PR-3009
Fixed a conflict in the shared folders tab, allowing to click on folder, series and form links. PR-3007
Fixes an issue with spaces in bulk import headers, ensuring that IDs and classes work correctly. PR-3008
Adjusted the behavior of metadata validation when hiding and displaying metadata through automations. When a metadata is hidden, the validation pattern is removed, and restored when displayed again. PR-3002
The saving of fields modified by JavaScript is corrected, ensuring that the value is saved with the “force” flag. PR-3001
Fixed validation of values with type ‘percentage’, ensuring that only numbers are accepted. PR-3003
Fixed space creation process so that the name is automatically converted to slug format, avoiding problems in import and other functionalities. PR-2998
The bulk_migration_metadata command is corrected to ensure that the File type fields correctly map the document specified in the CSV. PR-2993
Added mime type for files with .odt extension, including compatibility with available extensions. PR-3000
Fixed bulk import to respect the selected state when uploading documents via filepond. PR-2999
Updated the version of the datetimepicker in the datatables, correcting its display and applying the proper formatting when requesting data from the table. PR-2996
The behavior of the datetime columns in the table type metadata is corrected, avoiding the assignment of a default value (Date()) if the default_value field is not filled in. PR-2994
Adjusted the search parameter in External request subtype metadata to avoid API conflicts. PR-2980
Redirection from public to private view is removed to prevent users from sharing incorrect URLs. 🚀 PR-2972
Fixed specifications in the forms API v1, adjusting keys and data format to ensure correct operation. PR-2957
The entrypoint URL to access task notifications in the background is corrected, avoiding failures when retrieving its information from the interface. PR-2960
The z-index of the “Other actions” dropdown in the document button panel is adjusted to avoid overlaps with the category management icon, ensuring a correct display. PR-2955
An error control is implemented to handle situations in which the binary of a related document cannot be read at the time of upload, avoiding failures in the process. PR-2953
The default value of “evidence-pages” in op_viafirma_main_document_request_table_metadata is corrected, assigning “1” instead of “0” to maintain compatibility. PR-2950 PR-2951
Fixed a cyclic import bug when exporting a space, by creating three new methods in ReadTransitionSerializer. This solves the problem of circular import when performing the operation. PR-2944
Fixed a bug in dashboard load items, so that when changing the space, the default form is automatically selected if available. PR-2941
Fixes the serializer used in the endpoint to disable a form field, ensuring that the correct serializer (“ReadDocumentTypeSerializer”) is used and resolving the bug that caused API tests to fail. PR-2939
Fixed two issues in the “document requests” modal: incorrect use of “pk” instead of “uuid” and clipboard malfunction, fixed in ase_general.js. PR-2934
Removed the fixed header of the column filters in the queue datatable. PR-2931
Added a generic validator to check the datatype of a field, applying it to the seach_filter field of the SearcheableQuery model to ensure that its value is a dictionary. PR-2922
Fixes a bug in the op_send_by_email_v2 operation, where the attachments_filename_mapping variable was initialized as None instead of as a dictionary. This caused a crash when trying to insert a value into it. Now it is correctly initialized as a dictionary. PR-2919
Fixed logging in API v1, using the “data” attribute of the request instead of the “body”. PR-2897
Azure ResourceExistsError exception is handled and a message is displayed to the user indicating that they should wait until the document is available for download. PR-2987
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