docs: document v7.13.0 features

- Live formulas (HARDFORMULA/SOFTFORMULA) in dcc-validations with operator-friendly explanations
- MPE_VALIDATIONS table doc: add HARDFORMULA/SOFTFORMULA to RULE_TYPE values
- Roadmap: mark Frontend Formulae and Regex Rules as delivered
- SAS VA Embed: document Live vs Confirm filter modes
- ViewBoxes: document edge/corner drag resizing
- Licensing: combined-key paste, key preview, protocol warning
- CAS Tables: REPLACE load type support and temp table cleanup
- Editor: native date/time pickers, paste-validation overlay, row status indicators
- Stage page: Formatted/Unformatted toggle on the approvals screen
- Viya deploy: configurator improvements, deploy checks, login page UX
- Index page: add live formulas and VA embed to features list

docs/admin-services.md

@@ -22,4 +22,11 @@ Button info as follows:
 |Update Licence Key| Link to the screen for providing a new Data Controller licence key|
 |Export DC Library DDL|COMING SOON!!  <br>Exports the data controller control library in DB specific DDL (eg SAS, PGSQL, TSQL) and allows an optional schema name to be included|
 
+## Licence Key Screen
+
+The licence key screen is where you apply or update your Data Controller licence key.  Three improvements have been made to make this easier:
+
+* **Paste both keys at once** - if you have received a combined key, simply paste it into the licence key field and both the licence key and activation key fields are filled in automatically.  You can toggle between the combined-key input and the traditional two-field layout.
+* **Preview before applying** - as soon as both fields are populated, the key details (expiry date, number of users, active features) are displayed so you can confirm the key is correct before clicking Apply.
+* **Protocol warning** - if you paste a key that was generated for a different connection type than the one you are using (http vs https), a warning is shown and the Apply button is blocked, preventing a key that will not work from being saved.
 

docs/cas-tables.md

@@ -39,6 +39,10 @@ Note that since the CAS connection is using a shared account, the CASUSER librar
 
 It can happen that a CAS table is configured in Data Controller but not loaded into memory. In this case, when a user selects the table, it will be automatically loaded.
 
+### REPLACE Load Type
+
+The REPLACE load type (which replaces all rows in the target table with the staged data) is now fully supported on CAS tables.  This works the same way as it does for regular SAS datasets - see [MPE_TABLES](/dcc-tables/#loadtype) for general REPLACE documentation.
+
 ## Unloading
 
 After an approval, the in-memory version of the CAS Table will be updated.  To apply this to the underlying file on disk, the following code must be executed (eg in a POST APPROVE HOOK):

docs/dc-userguide.md

@@ -48,6 +48,18 @@ After this, remaining columns are shown.  Dates / datetime fields have appropria
 
 New rows can be added using the right click context menu, or the 'Add Row' button.  The data can also be sorted by clicking on the column headers.
 
+#### Native Date and Time Pickers
+
+Date, time, and datetime columns now use native browser pickers when editing a cell.  This provides a familiar calendar and time selector, and respects your browser's locale settings for date and time formats.
+
+#### Paste Validation Overlay
+
+When you paste data into the editor (or drag to autofill cells), a confirmation overlay appears so you can review the changes before they are applied.  All pasted values are checked against your configured [validation rules](/dcc-validations/).  For large pastes, a progress indicator shows how many cells have been validated.
+
+#### Row Status Indicators
+
+Each row's header cell is colour-coded to show its current status - modified, added, deleted, or unchanged.  The "modified" indicator uses a `±` symbol so you can quickly spot which rows have changed.
+
 When ready to submit, hit the SUBMIT button and enter a reason for the change.  The owners of the data are now alerted (so long as their email addresses are in metadata) with a link to the approve screen.
 If you are also an approver you can approve this change yourself.
 
@@ -60,7 +72,7 @@ Data Controller supports special missing numerics, ie - a single letter or under
 The Data Controller only permits BiTemporal data uploads at a single point in time - so for convenience, when viewing data in the edit screen, only the most recent records are displayed.  To edit earlier records, either use file upload, or apply a filter.
 
 ### Submitted
-This page shows a list of the changes you have submitted (that are not yet approved).
+This page shows a list of the changes you have submitted (that are not yet approved).  When you open a submitted change for review, you can toggle between viewing the data with SAS formats applied (eg formatted dates and currency) or as raw underlying values.  This is useful when you need to verify the exact value being submitted rather than its display representation.
 
 ### Approvals
 This shows the list of changes that have been submitted to you (or your groups) for approval.

docs/dcc-validations.md

@@ -23,7 +23,7 @@ It is possible to configure a number of other rules by updating the MPE_VALIDATI
 
 ## Configurable Checks
 
-Check back frequently as we plan to keep growing this list of checks.
+Check back frequently as we keep growing this list of checks.
 
 |Rule Type|Example Value |Description|
 |---|---|---|
@@ -35,6 +35,8 @@ Check back frequently as we plan to keep growing this list of checks.
 |HIDDEN|(defaultval) |Hides the column from the editor grid while still submitting its data. The defaultval is used when rows are added. |
 |ROUND|2 |Rounds numeric input on paste/edit. Positive digits round to number of decimal places (eg 2 rounds to 0.01) Negative digits round to the nearest ten/hundred etc.  Half-away-from-zero rounding is applied so `-0.5 → -1` and `2.5 → 3`. |
 |NUMBER_FORMAT|`{"style":"currency","currency":"GBP"}` |Display-only [`Intl.NumberFormat` renderer](https://developer.mozilla.org/en-US/docs/Web/JavaScript/Reference/Global_Objects/Intl/NumberFormat).  RULE_VALUE is the JSON options object passed straight to `Intl.NumberFormat`.  Does not change the stored value. |
+|HARDFORMULA|`= PRICE * VOLUME`|The cell displays a value computed from a formula, using other columns in the same row.  The column is read-only - the user cannot override the result.  See [Formula Rules](#formula-rules) below.|
+|SOFTFORMULA|`= if( DC.ROW_STATUS != 'U', DC.USER_NAME, DC.ORIG_VALUE )`|Like HARDFORMULA, but the user can override the computed value and type their own.  See [Formula Rules](#formula-rules) below.|
 |HARDREGEX|`^[A-Z]{3}$`|The cell value **must** match the regex pattern, otherwise submission is blocked and the cell is highlighted red.  See [Regex Rules](#regex-rules) below.|
 |SOFTREGEX|`^[A-Z]{3}$`|A cell value that does not match the regex pattern is highlighted yellow as a warning, but submission is **not** blocked.  See [Regex Rules](#regex-rules) below.|
 |HARDSELECT|sashelp.class.name|A distinct list of values (max 1000) are taken from this library.member.column reference, and the value **must** be in this list.  This list may be supplemented by entries in the MPE_SELECTBOX table.|
@@ -43,6 +45,49 @@ Check back frequently as we plan to keep growing this list of checks.
 |[SOFTSELECT_HOOK](/dynamic-cell-dropdown)|/physical/path/program.sas|A SAS service (STP or Viya Job) or a path to a SAS program on the filesystem.  User-provided values may (or may not) be in this list.  Cannot be used alongside a HARDSELECT_HOOK.|
 
 
+## Formula Rules
+
+HARDFORMULA and SOFTFORMULA let you configure a column so that its value is automatically calculated from other columns in the same row - just like a spreadsheet formula.  When a user opens the editor, the formula is evaluated live and the result is shown in each cell.
+
+### Writing a formula
+
+Formulas use column names, not cell references, so there is no need to know the grid layout.  For example, if you have PRICE and VOLUME columns, a REVENUE column formula would be:
+
+```
+= PRICE * VOLUME
+```
+
+Each row calculates its own result - the PRICE in row 1 is multiplied by the VOLUME in row 1, the PRICE in row 2 by the VOLUME in row 2, and so on.
+
+!!! note
+    Each column name in the formula must be surrounded by spaces (eg ` PRICE ` not `PRICE`) so it is recognised as a column reference rather than part of a function name.  Text inside quotes is left as-is.
+
+### HARDFORMULA vs SOFTFORMULA
+
+* **HARDFORMULA** - the column is read-only.  The formula result is always shown and submitted.  The user cannot change it.
+* **SOFTFORMULA** - the cell shows the formula result but the user can type a different value if needed.  If they do, their value is submitted instead.
+
+### Editor behaviour
+
+* When you paste a formula into the grid, column names are automatically translated so the formula works in its new position.
+* A cell that has been overwritten by a formula is flagged so you can revert it.
+* Formula-looking values pasted from Excel are treated as plain data (not evaluated), unless you explicitly choose "Apply as formula".
+
+### Special values
+
+Formulas can reference three special values that are resolved at runtime:
+
+* `DC.ROW_STATUS` - the current state of the row: `M` (Modified), `A` (Added), `D` (Deleted), or `U` (Unchanged).
+* `DC.USER_NAME` - the logged-in user id.
+* `DC.ORIG_VALUE` - the original cell value before the current edit.
+
+Example - show the current user id if the row has been changed, otherwise keep the original value:
+
+```
+= if( DC.ROW_STATUS != 'U', DC.USER_NAME, DC.ORIG_VALUE )
+```
+
+
 ## Regex Rules
 
 HARDREGEX and SOFTREGEX validate cell values against a SAS (Perl-style) regular expression provided in `RULE_VALUE` - the same syntax accepted by [PRXPARSE](https://documentation.sas.com/doc/en/pgmsascdc/9.4_3.5/lefunctionsref/p0s9ilagexmjl8n1u7e1t1jfnzlk.htm).

docs/deploy-viya.md

@@ -130,6 +130,19 @@ Now the services are deployed (including the service which creates the staging a
 * Admin Group - the members of this group will have full access to Data Controller
 * Compute Context - the context configured in Step 1
 
+!!! note
+    The first-launch configuration screen has been improved.  The **Groups** dropdown now shows your own groups first, the **Contexts** dropdown groups contexts by their batch user, and a new **Verify** button lets you confirm the startup service is running before continuing.  If no admin groups are found, a clear message is shown instead of the screen hanging silently.
+
+!!! note
+    The login page has been improved with better input contrast and validation.  Submitting empty fields no longer produces an infinite spinner.
+
+### Deploy Checks
+
+The deploy process now runs additional checks during installation to catch configuration issues early.  For larger Viya environments, the deploy script is chunked for reliability.  The compute context is also automatically corrected during deploy if needed.
+
+!!! note
+    A debug comment is added to the compute context during deploy.  This is permanent - it is not removed by subsequent deploys.
+
 
 ### Optimisation
 
@@ -175,3 +188,5 @@ To update DC, just deploy it as a fresh instance, then move the new config acros
 It is possible to embed a Data Controller table within SAS Visual Analytics by simply pasting the URL.
 
 To make the portlet more visually appealing, the Data Controller title bar can be removed by adding `?embed=true` to the URL.  When opening in a new window, the title bar will be gone.
+
+For a deeper VA integration - where report row selections drive filters and column visibility in the Data Controller editor - append `?embed=va` instead.  See the [SAS Visual Analytics Embed](/embed-va/) page for details on filter modes, configuration, and debugging.

docs/embed-va.md

@@ -38,6 +38,15 @@ If VA sends an empty / unmatched message the editor falls back to the unfiltered
 
 More logic available in [`va-messaging.service.ts'](https://git.datacontroller.io/dc/dc/src/branch/main/client/src/app/services/va-messaging.service.ts).
 
+## Filter Modes
+
+When running in `embed=va` mode, the editor provides two filter modes, controlled by the **Auto-apply** checkbox:
+
+* **Live (default)** - the editor updates automatically as you select rows in the VA report, so the data you see always matches your current selection.
+* **Confirm** - filter changes are held until you click the **Apply** button.  This is useful when editing, where an automatic reload would discard unsaved changes.
+
+A status indicator shows whether a filter change is pending, loading, or idle.  In edit mode, a pending filter is held until you leave edit mode, so your unsaved edits are never lost.
+
 ## Configuration in VA
 
 In the VA Report Designer, add a **Data-Driven Content** object and set the URL to the editor route shown above.  Be sure that any report level filters have their corresponding parameters added to the DDC object itself.

docs/index.md

@@ -31,7 +31,7 @@ Data Controller is regularly updated with new features.  If you see something th
 
 * [Excel uploads](/excel) - drag & drop directly into SAS. All versions of excel supported.
 * Data Lineage - at both table and column level, export as image or CSV
-* Data Validation Rules - both automatic and user defined
+* Data Validation Rules - both automatic and user defined, including [live formulas](/dcc-validations/#formula-rules)
 * Data Dictionary - map data definitions and ownership
 * Data Catalog - including primary key extraction
 * DDL generator - in SAS, TSQL and PGSQL flavours
@@ -42,6 +42,7 @@ Data Controller is regularly updated with new features.  If you see something th
 * [Row Level Security](/row-level-security)
 * Excel [formula support](excel)
 * Dynamic [cell dropdown](/dynamic-cell-dropdown)
+* [SAS Visual Analytics embed](/embed-va/) - drive the editor from VA report selections
 * Works on ALL flavours of SAS (Base, EBI, Viya)
 
 

docs/roadmap.md

@@ -28,8 +28,8 @@ The following features are currently requested:
 
 The following additional features are necessary:
 
-* Frontend Formulae
+* ~~Frontend Formulae~~ - **Delivered** in v7.13.0.  See [Formula Rules](/dcc-validations/#formula-rules).
-* Regex Rules
+* Regex Rules - **Delivered**.  See [Regex Rules](/dcc-validations/#regex-rules).
 
 The above rules will apply only at frontend, and will be configurable in the MPE_VALIDATIONS table.  The values will appear as part of the [editors/getdata](https://code.datacontroller.io/getdata_8sas_source.html) service response in the `dqrules` object.
 

docs/tables/mpe_validations.md

@@ -20,6 +20,6 @@ A detailed breakdown is available in the [validations](/dcc-validations/) sectio
  - 🔑 `BASE_LIB char(8)`: SAS Libref (8 chars)
  - 🔑 `BASE_DS char(32)`: The library member name
  - 🔑 `BASE_COL char(32)`: The column name
- - 🔑 `RULE_TYPE char(32)`: The name of the rule to apply.  Valid values include `CASE`, `NOTNULL`, `MINVAL`, `MAXVAL`, `READONLY`, `HIDDEN`, `ROUND`, `NUMBER_FORMAT`, `HARDREGEX`, `SOFTREGEX`, `HARDSELECT`, `SOFTSELECT`, `HARDSELECT_HOOK` and `SOFTSELECT_HOOK`.
+ - 🔑 `RULE_TYPE char(32)`: The name of the rule to apply.  Valid values include `CASE`, `NOTNULL`, `MINVAL`, `MAXVAL`, `READONLY`, `HIDDEN`, `ROUND`, `NUMBER_FORMAT`, `HARDFORMULA`, `SOFTFORMULA`, `HARDREGEX`, `SOFTREGEX`, `HARDSELECT`, `SOFTSELECT`, `HARDSELECT_HOOK` and `SOFTSELECT_HOOK`.
  - `RULE_VALUE char(128)`: The value of the rule.
  - `RULE_ACTIVE num`: Set to 1 for an active rule, or 0 to disable the rule.

docs/viewboxes.md

@@ -12,7 +12,7 @@ Often when editing (or examining) raw data, it is helpful to see it alongside re
 Each individual viewbox has the following features:
 
 * Choose the columns to display (and which order)
-* Resize individual boxes (or reset to original)
+* Resize individual boxes by dragging any of the four edges or corners (or reset to original)
 * Full filtering capability (complex clauses)
 * Minimise / Restore all, or individually
 * Reposition - manually, or snap to grid