# 2023 01 31 release notes (dashboard)

## Introduction <a href="#introduction" id="introduction"></a>

This page summarises release information for Patchworks releases to Production between **8th November 2022** and **31st January 2023**.

## New features <a href="#updated-connectors" id="updated-connectors"></a>

### Patchworks BI

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FOUvcVdeumTjk4U4tw0Gy%2Fbi%20reports%20accordian.png?alt=media&#x26;token=803c2e82-475e-42d4-ab39-508aad6d900f" alt=""><figcaption></figcaption></figure>

Patchworks BI is a secure, fully hosted and managed Reporting as a Service (RaaS) solution, managed by a dedicated team of BI analysts and data engineers.

Built upon the Microsoft Power BI platform with data hosted in a cloud data warehouse, fast, accurate, meaningful data insights are delivered via a suite of reports covering:

* Order management
* Inventory management
* Customer insights
* Digital spend
* Engagement

Customers can subscribe to one of three Patchworks BI tiers: **standard**, **professional** and **enterprise**. &#x20;

{% hint style="info" %}
Patchworks BI launches at the end of January 2023, whereupon Patchworks customers can upgrade to a BI subscription plan. To read more, please see our product documentation. If you would like a demo, don't hesitate to [get in touch with the Patchworks Sales team](https://www.wearepatchworks.com/pages/contact-us).
{% endhint %}

### Payload-level custom scripts

[Payload-level custom scripts](https://doc.wearepatchworks.com/product-documentation/release-information/tapestry-release-notes/broken-reference) can be used for cases where you need to manipulate the payload that gets pulled from a source system before it is pushed to your required destination.&#x20;

For example, you might [add a Patchworks service](https://doc.wearepatchworks.com/product-documentation/release-information/tapestry-release-notes/broken-reference) to sync products between two systems, but need to exclude certain SKUs from the sync. If your source system does not support filtering at this level, a payload-level custom script can be defined to perform this operation.

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2Fz891vCt0OWy6b0rAOGSR%2Fpayload-level%20scripts.png?alt=media&#x26;token=61c6c7bf-f09f-4e6c-90f7-42a227a6620e" alt=""><figcaption></figcaption></figure>

Payload-level scripts are [added](https://doc.wearepatchworks.com/product-documentation/developer-hub/custom-scripting/creating-and-testing-custom-scripts) and [tested](https://doc.wearepatchworks.com/product-documentation/release-information/tapestry-release-notes/broken-reference) within the [custom scripts](https://doc.wearepatchworks.com/product-documentation/developer-hub/custom-scripting) area, before being added to required services.

{% hint style="info" %}
For further information, please see our [product documentation](https://doc.wearepatchworks.com/product-documentation/release-information/tapestry-release-notes/broken-reference).
{% endhint %}

### View & restore previous versions of a custom script&#x20;

An audit log is now available for every [custom script](https://doc.wearepatchworks.com/product-documentation/developer-hub/custom-scripting). If an existing script is changed and saved, those changes are logged and differences can be viewed in an audit log via a new **view changes** button:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FLsHnVMV1SLr8QLLNup6u%2Fscript%20history.png?alt=media&#x26;token=e71066fc-f96a-4aa5-919e-c987549dd12d" alt=""><figcaption></figcaption></figure>

From here, you can choose to [restore a previous version](https://doc.wearepatchworks.com/product-documentation/release-information/tapestry-release-notes/broken-reference).&#x20;

{% hint style="info" %}
For further information, please see our [product documentation](https://doc.wearepatchworks.com/product-documentation/release-information/tapestry-release-notes/broken-reference).
{% endhint %}

### Add connector wizard&#x20;

A new [add connector wizard](https://doc.wearepatchworks.com/product-documentation/release-information/tapestry-release-notes/broken-reference) steps you through the process of adding a connector in a fresh, intuitive way:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FODmOyAZlsTldLcGBTTXN%2Fconnector%20wizard%20-%20all%20steps.png?alt=media&#x26;token=b2249caa-caad-4777-921d-43d96a220d7b" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For further information, please see our [product documentation](https://doc.wearepatchworks.com/product-documentation/release-information/tapestry-release-notes/broken-reference).
{% endhint %}

### Stockr summary

For customers using our Stockr application to align stock levels across multiple Shopify stores, a new **Stockr summary** is available within the Patchworks dashboard:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FL9GXGp6Pu1iFzT0ySIZf%2Fstockr%20summary%20-%20full%20no%20annotations.png?alt=media&#x26;token=d4b897b2-09d4-4c03-a2dc-e0cbfc1f360c" alt=""><figcaption></figcaption></figure>

Here, you can view transaction totals and associated costs for any given time period. You can also download transactions in CSV format.

{% hint style="info" %}
For further information, please see our [product documentation](https://doc.wearepatchworks.com/product-documentation/patchworks-bolt-ons/stockr/the-stockr-summary).
{% endhint %}

## New connectors <a href="#updated-connectors" id="updated-connectors"></a>

### NetSuite Suitetalk

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FD8jAl1vQrQQteawIt7qs%2Fnetsuite.png?alt=media&#x26;token=bef49962-de4c-44cf-ad62-4d8b43efe595" alt=""><figcaption><p>Netsuite SuiteTalk</p></figcaption></figure></div>

| Entity          | Pull (as source) | Push (as destination) |
| --------------- | :--------------: | :-------------------: |
| Credit memos    |        Yes       |          Yes          |
| Customers       |        Yes       |          Yes          |
| Fulfilments     |        Yes       |          Yes          |
| Item receipts   |        Yes       |          Yes          |
| Orders          |        Yes       |          Yes          |
| Products        |        Yes       |          Yes          |
| Purchase orders |        Yes       |           -           |
| Returns         |        Yes       |          Yes          |
| Stock           |        Yes       |          Yes          |
| Transfer orders |        Yes       |          Yes          |

### Inventory Planner

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FRL31iv6l24EpStAuRkOJ%2FProperty%201%3DInventoryPlanner%20(3).png?alt=media&#x26;token=48cdbeae-079b-4afd-8b6a-6e40fcd8d01a" alt=""><figcaption><p>Inventory Planner</p></figcaption></figure></div>

| Entity          | Pull (as source) | Push (as destination) |
| --------------- | :--------------: | :-------------------: |
| Purchase orders |        Yes       |           -           |
| Item receipts   |         -        |          Yes          |

## Updated features

### Enhanced audit logs

Audit logs have an updated UI and more events are logged - for example:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FTN4L4fvP2x88pIfW6sKU%2Faudit%20logs%201.png?alt=media&#x26;token=88d9d050-c730-45ce-9a55-ef4d1aeb943b" alt=""><figcaption></figcaption></figure>

Events are [displayed by date](#user-content-fn-1)[^1]. Each event is shown with '[headline' information](#user-content-fn-2)[^2] in a shaded header bar.

{% hint style="info" %}
Header bar shading reflects the nature of the event:

* Green - added/created
* Orange - updated
* Red - deleted
  {% endhint %}

&#x20;Click the associated [details option](#user-content-fn-3)[^3] for an event to view a detailed log:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F61K4XHWO6cGvsii1lkrI%2Faudit%20logs%201%20-%20details%202.png?alt=media&#x26;token=d2dfaacf-0760-412f-84c0-97b1979c3b0f" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For further information, please see our [product documentation](https://doc.wearepatchworks.com/product-documentation/general-settings/audit-logs).
{% endhint %}

### Increased auto-refresh frequency for sync logs

The auto-refresh frequency for sync logs has been increased as below:

| Sync status | Auto-refresh frequency (seconds) |
| ----------- | -------------------------------- |
| Pending     | 15                               |
| Running     | 05                               |
| Complete    | No refreshes                     |

### Roles & permissions

In certain areas of the Patchworks dashboard (for example, service source/destination settings and mappings), a JSON editor is available.&#x20;

Typically, these editors are only required by Patchworks administrators however - upon request - users may be assigned a new **advanced editor** role which provides access to JSON editors throughout the dashboard.

## Bug fixes

<table><thead><tr><th width="204">Affected feature</th><th width="407">Fixed issue with...</th><th>Patchworks #</th></tr></thead><tbody><tr><td>Shopify OAuth2 authentication</td><td>Shopify OAuth2 authentication.</td><td>TSYS-2490</td></tr><tr><td>User management</td><td>A user account could be created without assigning a role.</td><td>TSYS-2527</td></tr><tr><td>Inbound API</td><td>Sending products with the same SKU to two different target systems. </td><td>TSYS-2586</td></tr><tr><td>Custom scripts</td><td>Save option not available for client admin users</td><td>TSYS-2477</td></tr><tr><td>Run service manually</td><td>Default filters were not applied if 'run service' was triggered without changing any options.</td><td>TSYS-2494</td></tr><tr><td>Sparklayer connector</td><td>Default selection on existing credentials for list options.</td><td>TSYS-2517</td></tr><tr><td>Lightspeed connector</td><td>Unable to add connector.</td><td>TSYS-2753, TSYS-2760</td></tr></tbody></table>

[^1]: See item 1 in the screenshot above.

[^2]: See item 2 in the screenshot above.

[^3]: See item 3 in the screenshot above.