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v1.4 - Save manual screening searches & results, various performance & UX improvements

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@Pascal-Delange Pascal-Delange released this 01 Jul 12:59

Features

  • View a full history of manual screening searches, tagged by who did it. Save the results of a relevant manual screening for later consultation.

Improvements

  • Self-foldable sidebar, for better screen space usage
  • A large design system harmonization is in progress - revamping buttons, modals, panels and much more throughout the app. Part 1 is releasing in this version
  • All pages now reliably redirect long form UUID path params in the app to the short UUID format
  • Allow transactions, events tables to "belong to" several "person" tables via links: This unlocks hybrid B2B&B2C usecases where a transaction may be attached to either an organization account or a natural person account, combined with precise screening of the owner user. Any given transaction may still belong to only one user at a time.
  • Offload screening result details to the blob storage (using the offloading bucket, similar to rule execution details). This will serve to avoid a massive increase in Database size growth when using the screening features
  • Improve the performance of user search queries when processing delta files in continuous screening (requires Motiva v0.9.2+)
  • Marble screening now works with custom datasets alongside LexisNexis or Opensanctions data - previously this only worked as a full replacement (see doc)
  • Progressively rolling out (on the backend first) a release plan of Marble where we release "-rcX" tags at first, before the publicly available stable release

Bug fixes

  • Reintroduce CSP which was accidentally and silently broken by the migration to tanstack start
  • User data links and "next case" button in app open in a new tab instead of navigating
  • Correct an error blocking decision workflows for decisions whose payload includes IP or GPS data
  • Create the attached Firebase user when seeding a first org with admin via env params
  • Pivot values are now soft-deleted, so that old cases cannot be unlinked from their reference customer if the data model changes
  • Avoid creating duplicate alerts in continuous screening in case of retries (requires Redis)
  • Fix "rule hit" conditions in decision to case workflows, which was broken for screening rules

Requires

  • backend v1.4.0
  • frontend v1.4.0
  • motiva v0.9.2+