docs: document v7.13.0 features #2

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allan merged 7 commits from docs/v7.13-features into main 2026-09-03 20:11:50 +00:00
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Data Controller v7.13.0 Documentation

Updates the docs site with all new features from the v7.13.0 release.

Changes

Live Formulas (HARDFORMULA / SOFTFORMULA)

  • Added both rules to the validations table in dcc-validations.md
  • New Formula Rules section: column-name syntax, HARDFORMULA vs SOFTFORMULA, formula-aware editor behaviour (paste translation, cell revert, Excel auto-escape, DC.ROW_STATUS), and the special formula literals (DC.ROW_STATUS, DC.USER_NAME, DC.ORIG_VALUE)
  • Updated tables/mpe_validations.md RULE_TYPE values
  • Marked Frontend Formulae and Regex Rules as delivered in roadmap.md

SAS VA Embed Mode

  • New Filter Modes section in embed-va.md: Live (auto-apply) vs Confirm (manual Apply), pending/loading/idle status indicator, edit-mode pending-filter behaviour
  • Cross-referenced from deploy-viya.md Visual Analytics section

Editor Experience

  • Native date/time/datetime pickers (Handsontable 17 Intl cell types)
  • Paste-validation overlay with cancel/confirm and progress banner
  • Row status indicators (colour-coded, ± symbol)

Licensing

  • New Licence Key Screen section in admin-services.md: combined-key paste (DCKEY1: prefix), live key preview, protocol mismatch guard

CAS Support

  • REPLACE load type on CAS tables (varchar casting, deleteRows truncate, append with sessref)
  • Temporary table cleanup in error conditions

Stage Page

  • Formatted/Unformatted toggle on the approvals/review screen

Viya Deployment

  • Configurator tab overhaul (Groups dropdown, Contexts by batch user, Verify button, abort modal)
  • Login page UX improvement
  • Deploy checks, startup diagnostics, chunked deploy script, auto-fixed compute context

Index Page

  • Added live formulas and VA embed to the product features list

Verification

  • mkdocs build passes with zero errors and no new warnings
# Data Controller v7.13.0 Documentation Updates the docs site with all new features from the [v7.13.0 release](https://git.datacontroller.io/dc/dc/releases/tag/v7.13.0). ## Changes ### Live Formulas (HARDFORMULA / SOFTFORMULA) - Added both rules to the validations table in `dcc-validations.md` - New **Formula Rules** section: column-name syntax, HARDFORMULA vs SOFTFORMULA, formula-aware editor behaviour (paste translation, cell revert, Excel auto-escape, DC.ROW_STATUS), and the special formula literals (DC.ROW_STATUS, DC.USER_NAME, DC.ORIG_VALUE) - Updated `tables/mpe_validations.md` RULE_TYPE values - Marked Frontend Formulae and Regex Rules as delivered in `roadmap.md` ### SAS VA Embed Mode - New **Filter Modes** section in `embed-va.md`: Live (auto-apply) vs Confirm (manual Apply), pending/loading/idle status indicator, edit-mode pending-filter behaviour - Cross-referenced from `deploy-viya.md` Visual Analytics section ### Editor Experience - Native date/time/datetime pickers (Handsontable 17 Intl cell types) - Paste-validation overlay with cancel/confirm and progress banner - Row status indicators (colour-coded, ± symbol) ### Licensing - New **Licence Key Screen** section in `admin-services.md`: combined-key paste (DCKEY1: prefix), live key preview, protocol mismatch guard ### CAS Support - REPLACE load type on CAS tables (varchar casting, deleteRows truncate, append with sessref) - Temporary table cleanup in error conditions ### Stage Page - Formatted/Unformatted toggle on the approvals/review screen ### Viya Deployment - Configurator tab overhaul (Groups dropdown, Contexts by batch user, Verify button, abort modal) - Login page UX improvement - Deploy checks, startup diagnostics, chunked deploy script, auto-fixed compute context ### Index Page - Added live formulas and VA embed to the product features list ## Verification - `mkdocs build` passes with zero errors and no new warnings
hermes force-pushed docs/v7.13-features from 63dea99371 to 313cc0c32e 2026-09-03 17:20:52 +00:00 Compare
hermes force-pushed docs/v7.13-features from 313cc0c32e to db607b2bb3 2026-09-03 17:21:59 +00:00 Compare
hermes force-pushed docs/v7.13-features from db607b2bb3 to 1fcb9705d7 2026-09-03 17:23:17 +00:00 Compare
hermes added 1 commit 2026-09-03 17:25:42 +00:00
- 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
hermes force-pushed docs/v7.13-features from 1fcb9705d7 to 1d0cfd6681 2026-09-03 17:25:42 +00:00 Compare
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Code Review — 4gl-reviewer

Summary: Comprehensive documentation update for v7.13.0 features across 10 files. This is a docs-only PR — reviewing for content accuracy, consistency, and markdown structure.

Issues:

  • [docs/roadmap.md:31] — The "Regex Rules" line is marked as Delivered but remains as a bullet in the "necessary features" section rather than being struck through like "Frontend Formulae" above it. Consider either striking through ~~Regex Rules~~ for consistency, or moving both delivered items to a separate "Delivered" section.

Suggestions:

  • [docs/dcc-validations.md:48] — The note about column names requiring surrounding spaces (e.g. PRICE not PRICE) is critical for formula correctness. Consider adding this to the table example itself or making it a more prominent warning, as users skimming the examples may miss it.
  • [docs/deploy-viya.md:147] — The note about a debug comment being "permanent — not removed by subsequent deploys" is worth flagging as a known limitation in a troubleshooting or FAQ section as well, since it may surprise users on upgrade.

Looks good:

  • Excellent cross-referencing between pages (e.g. deploy-viya.mdembed-va.md, dcc-validations.md → Formula Rules section).
  • The Formula Rules documentation is thorough: covers syntax, HARDFORMULA vs SOFTFORMULA distinction, editor behaviour, and special values (DC.ROW_STATUS, DC.USER_NAME, DC.ORIG_VALUE).
  • mpe_validations.md RULE_TYPE values updated to include HARDFORMULA and SOFTFORMULA — keeps the table reference in sync.
  • Clean, consistent formatting throughout.
## Code Review — 4gl-reviewer **Summary:** Comprehensive documentation update for v7.13.0 features across 10 files. This is a docs-only PR — reviewing for content accuracy, consistency, and markdown structure. **Issues:** - [docs/roadmap.md:31] — The "Regex Rules" line is marked as **Delivered** but remains as a bullet in the "necessary features" section rather than being struck through like "Frontend Formulae" above it. Consider either striking through `~~Regex Rules~~` for consistency, or moving both delivered items to a separate "Delivered" section. **Suggestions:** - [docs/dcc-validations.md:48] — The note about column names requiring surrounding spaces (e.g. ` PRICE ` not `PRICE`) is critical for formula correctness. Consider adding this to the table example itself or making it a more prominent warning, as users skimming the examples may miss it. - [docs/deploy-viya.md:147] — The note about a debug comment being "permanent — not removed by subsequent deploys" is worth flagging as a known limitation in a troubleshooting or FAQ section as well, since it may surprise users on upgrade. **Looks good:** - Excellent cross-referencing between pages (e.g. `deploy-viya.md` → `embed-va.md`, `dcc-validations.md` → Formula Rules section). - The Formula Rules documentation is thorough: covers syntax, HARDFORMULA vs SOFTFORMULA distinction, editor behaviour, and special values (DC.ROW_STATUS, DC.USER_NAME, DC.ORIG_VALUE). - `mpe_validations.md` RULE_TYPE values updated to include HARDFORMULA and SOFTFORMULA — keeps the table reference in sync. - Clean, consistent formatting throughout.
hermes added 1 commit 2026-09-03 19:13:23 +00:00
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Code Review — 4gl-reviewer

Summary: Pure documentation PR documenting v7.13.0 features across 10 markdown files. No code changes — reviewing for documentation quality and accuracy.

Looks good:

  • New HARDFORMULA/SOFTFORMULA documentation in dcc-validations.md is well-structured: clear rule-type table entries, dedicated "Formula Rules" section with syntax examples, HARDFORMULA vs SOFTFORMULA distinction, and the DC.ROW_STATUS/DC.USER_NAME/DC.ORIG_VALUE special values are all documented.
  • mpe_validations.md table reference correctly updated to include HARDFORMULA and SOFTFORMULA in the valid RULE_TYPE values list — keeps the schema doc in sync with the feature doc.
  • Roadmap correctly marks "Frontend Formulae" and "Regex Rules" as delivered with links to the respective docs.
  • VA embed documentation (embed-va.md, deploy-viya.md, index.md) is consistent — the ?embed=va vs ?embed=true distinction is clear, and the filter modes (Live vs Confirm) are well explained.

Suggestions:

  • [docs/dcc-validations.md] — The formula syntax note says "Each column name in the formula must be surrounded by spaces (eg PRICE not PRICE)." Consider adding an example of what goes wrong without spaces (e.g. function name collision) so users understand the constraint, not just the rule.
  • [docs/dcc-validations.md] — The SOFTFORMULA example uses DC.ROW_STATUS != 'U' but the special values section lists row statuses as M, A, D, U. Consider documenting what DC.ROW_STATUS returns for a brand-new row that hasn't been saved yet (is it A immediately on add?).
## Code Review — 4gl-reviewer **Summary:** Pure documentation PR documenting v7.13.0 features across 10 markdown files. No code changes — reviewing for documentation quality and accuracy. **Looks good:** - New HARDFORMULA/SOFTFORMULA documentation in `dcc-validations.md` is well-structured: clear rule-type table entries, dedicated "Formula Rules" section with syntax examples, HARDFORMULA vs SOFTFORMULA distinction, and the `DC.ROW_STATUS`/`DC.USER_NAME`/`DC.ORIG_VALUE` special values are all documented. - `mpe_validations.md` table reference correctly updated to include `HARDFORMULA` and `SOFTFORMULA` in the valid `RULE_TYPE` values list — keeps the schema doc in sync with the feature doc. - Roadmap correctly marks "Frontend Formulae" and "Regex Rules" as delivered with links to the respective docs. - VA embed documentation (`embed-va.md`, `deploy-viya.md`, `index.md`) is consistent — the `?embed=va` vs `?embed=true` distinction is clear, and the filter modes (Live vs Confirm) are well explained. **Suggestions:** - [docs/dcc-validations.md] — The formula syntax note says "Each column name in the formula must be surrounded by spaces (eg ` PRICE ` not `PRICE`)." Consider adding an example of what goes wrong without spaces (e.g. function name collision) so users understand the constraint, not just the rule. - [docs/dcc-validations.md] — The `SOFTFORMULA` example uses `DC.ROW_STATUS != 'U'` but the special values section lists row statuses as `M`, `A`, `D`, `U`. Consider documenting what `DC.ROW_STATUS` returns for a brand-new row that hasn't been saved yet (is it `A` immediately on add?).
hermes added 1 commit 2026-09-03 19:32:55 +00:00
- deploy-viya: remove first-launch note, Deploy Checks section
- admin-services: remove Licence Key Screen section
- cas-tables: remove REPLACE Load Type subsection
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Code Review — 4gl-reviewer

Summary: Well-structured documentation PR for v7.13.0 features (formula rules, VA embed filter modes, paste validation overlay, row status indicators). No code changes — all 9 files are markdown docs, so this review covers documentation quality only.

Issues:

  • None blocking.

Suggestions:

  • [docs/deploy-viya.md] — The file still ends without a trailing newline (\ No newline at end of file). Consider adding one for consistency with the other markdown files in the repo.
  • [docs/roadmap.md] — "Regex Rules" is marked Delivered but remains listed under "The following additional features are necessary:". Consider moving delivered items to the "Delivered Features" section for structural clarity, or reword the "necessary" heading.

Looks good:

  • Cross-references are consistent across files: index.md links to /dcc-validations/#formula-rules, deploy-viya.md links to /embed-va/, and mpe_validations.md correctly adds HARDFORMULA/SOFTFORMULA to the valid RULE_TYPE list.
  • Formula Rules documentation is thorough: covers syntax, hard vs soft distinction, editor behaviour (paste translation, revert, Excel handling), and special values (DC.ROW_STATUS, DC.USER_NAME, DC.ORIG_VALUE).
  • The new "Filter Modes" section in embed-va.md clearly explains Live vs Confirm modes and the edit-mode safety behaviour.
  • Roadmap correctly marks Frontend Formulae as delivered in v7.13.0 with a strikethrough.
## Code Review — 4gl-reviewer **Summary:** Well-structured documentation PR for v7.13.0 features (formula rules, VA embed filter modes, paste validation overlay, row status indicators). No code changes — all 9 files are markdown docs, so this review covers documentation quality only. **Issues:** - None blocking. **Suggestions:** - [docs/deploy-viya.md] — The file still ends without a trailing newline (`\ No newline at end of file`). Consider adding one for consistency with the other markdown files in the repo. - [docs/roadmap.md] — "Regex Rules" is marked **Delivered** but remains listed under "The following additional features are necessary:". Consider moving delivered items to the "Delivered Features" section for structural clarity, or reword the "necessary" heading. **Looks good:** - Cross-references are consistent across files: `index.md` links to `/dcc-validations/#formula-rules`, `deploy-viya.md` links to `/embed-va/`, and `mpe_validations.md` correctly adds `HARDFORMULA`/`SOFTFORMULA` to the valid `RULE_TYPE` list. - Formula Rules documentation is thorough: covers syntax, hard vs soft distinction, editor behaviour (paste translation, revert, Excel handling), and special values (`DC.ROW_STATUS`, `DC.USER_NAME`, `DC.ORIG_VALUE`). - The new "Filter Modes" section in `embed-va.md` clearly explains Live vs Confirm modes and the edit-mode safety behaviour. - Roadmap correctly marks Frontend Formulae as delivered in v7.13.0 with a strikethrough.
hermes added 1 commit 2026-09-03 19:50:34 +00:00
- dcc-validations: add MATCH() example showing why spaces matter around column names; document that new rows are 'A' from creation
- roadmap: move delivered Frontend Formulae and Regex Rules to Delivered Features section; reword 'necessary' heading
- deploy-viya: add trailing newline
hermes added 1 commit 2026-09-03 19:53:06 +00:00
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Code Review — 4gl-reviewer

Summary: Documentation-only PR for v7.13.0 — adds formula validation rules (HARDFORMULA/SOFTFORMULA), VA embed filter modes, native date pickers, paste validation overlay, and row status indicators. No code changes; reviewed for accuracy, consistency, and cross-reference integrity.

Issues:
(none)

Suggestions:

  • docs/roadmap.md:236 — The delivery notes use ### Frontend Formulae / ### Regex Rules headings while the design-approach subsections above (line ~29) use **Frontend Formulae** bold text for the same topics. Consider using consistent formatting for the two within the same "Additional Validations" section.

Looks good:

  • All internal links resolve: /dcc-validations/#formula-rules, /dcc-validations/#regex-rules, and /embed-va/ all point to sections/pages present in this diff.
  • HARDFORMULA/SOFTFORMULA are consistently added across three files: dcc-validations.md (rules table + detailed section), tables/mpe_validations.md (valid RULE_TYPE values), and roadmap.md (delivery notes).
  • Formula special values (DC.ROW_STATUS, DC.USER_NAME, DC.ORIG_VALUE) are documented with a coherent worked example that matches the table-row example value.

LGTM — no blocking issues.

## Code Review — 4gl-reviewer **Summary:** Documentation-only PR for v7.13.0 — adds formula validation rules (HARDFORMULA/SOFTFORMULA), VA embed filter modes, native date pickers, paste validation overlay, and row status indicators. No code changes; reviewed for accuracy, consistency, and cross-reference integrity. **Issues:** (none) **Suggestions:** - docs/roadmap.md:236 — The delivery notes use `### Frontend Formulae` / `### Regex Rules` headings while the design-approach subsections above (line ~29) use `**Frontend Formulae**` bold text for the same topics. Consider using consistent formatting for the two within the same "Additional Validations" section. **Looks good:** - All internal links resolve: `/dcc-validations/#formula-rules`, `/dcc-validations/#regex-rules`, and `/embed-va/` all point to sections/pages present in this diff. - HARDFORMULA/SOFTFORMULA are consistently added across three files: dcc-validations.md (rules table + detailed section), tables/mpe_validations.md (valid RULE_TYPE values), and roadmap.md (delivery notes). - Formula special values (DC.ROW_STATUS, DC.USER_NAME, DC.ORIG_VALUE) are documented with a coherent worked example that matches the table-row example value. LGTM — no blocking issues.
hermes added 1 commit 2026-09-03 20:07:11 +00:00
hermes added 1 commit 2026-09-03 20:10:57 +00:00
allan merged commit 6782b77e69 into main 2026-09-03 20:11:50 +00:00
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Reference: dc/docs.datacontroller.io#2