Release Notes for ProgenyES 10.03.01.23

General Release Notes:

Audit System: ProgenyES has been updated with an all-inclusive audit system. From 10.2 and onward all record changes are now automatically fully notated for ease of creating a complete audit trail.

Security Notifications: Email notifications for significant security events can now be configured through ProgenyES. Email specific users whenever changes are made to security for categories such as User modification, Failed login, Rights modification. Simple configuration with any email client supporting SMTP.

Additional Security Features: Several smaller but useful security features have been added as well. An admin can now configure the login timeout for all users, automatic account lockout on multiple failed logins, and automatic account locking for extended inactivity.

The message of the Day: A message screen can now be configured to appear when ProgenyES is started. Notify enrollment staff of significant events, new policies, or important security changes.

Additional General Improvements: Additionally, the entire software has had a thorough review in our efforts to make ProgenyES as effective and reliable as possible.

Release Note Details:

10.1.0 (2021-09-9)

• Fixed removing unused card definitions
• Fixed exporting pending card designs
• Fixed the new Password Log table being incorrectly set up
• Fixed structure modify by not being set
• Fixed BIA payment plugin check print amount formatting
• Removed outdated About window entries
• Updated login lockout to default to disabled
• Fixed failed login of the unassigned user causing a crash when notifications enabled
• Updated the group removed notification to list affected users
• Fixed export/merge with a deceased record not included with relations
• Fixed payment module running with partial withholdings not correctly applying withholdings
• Fixed payment module with significant missing payees failing
• Added a scroll bar to the security options
• Added a timeout override to securities
• Updated BIA mode to enforce US SSN format
• Updated Audit in report builder to be secured to the audit right
• Added audit access to specific user ins/outs in Security->User
• Added notification event for failed login
• Fixed moving a user from/to unassigned with notifications enabled
• Updated the data transfer options to not have an include security checkbox
• Improved export/merge handling of security and relation records
• Added a scroll bar to the connection window
• Fixed BIA Payment module check print not logging totals
• Added double-click to edit payment history
• Added payment type and reference number to payment history display
• Fixed geo-code/geo-fence not adding audit information
• Fixed importing payment history from BIA/payment module including audit info
• Disabled audit for payment and BIA payment records
• Fixed payment and bia payment database creation
• Fixed departments disappearing until application restarted when removing and canceling
• Fixed right check for upgrading user DBS
• Updated to apply the Address Management right to the Edit Address button in Data Entry
• Fixed setting default record access
• Fixed report builder filter by audit table name
• Fixed report builder filter by audit column name
• Fixed add/edit/removing spouse
• Added an upgrade to step to move legacy record change info to the new audit system in a fake column
• Updated to prevent accepting department changes without a department selected
• Updated signature dialog to default to edit when given a valid signature
• Fixed User Category upgrade logic
• Added Ctrl + S saving to Database Setup
• Fixed export and merge
• Fixed setting database-specific security (tabs)
• Fixed setting database security
• Fixed moving library items to other folders
• Fixed row description generation when the same table is joined multiple times
• Added security notifications for group events
• Fixed newly created accounts not having their lock status initialized correctly
• Updated MOTD Header to Message of the Day
• Added Locked column to users edit
• Updated audit dialog to sort in descending date order
• Updated Sokaogon Chippewa
• Updated to filter drag-drop for logo
• Updated to filter drag-drop for photo
• Updated to filter drag-drop for document
• Fixed scroll bar for profile report options
• Fixed to not check for devices when editing documents
• Fixed upgrade/validation for max length columns
• Fixed crash due to null properties in recordset sorting  
• Updated CTE and CIB signature section to keep together
• Fixed CTE and CIB name/title out of order
• Fixed Profile Report header alignment
• Updated address editing to keep the state if possible when changing countries
• Updated to install progeny 10.exe.config for .net compatibility resolution
• Updated to clear the signature pad upon exiting signature capture
• Updated image filtering to treat no filters selected as Any
• Fixed closing data entry causing crashes
• Added check/uncheck all to profile report options
• Added PDF 417 support to Database Setup, Card History, and CLE
• Fixed Family Style 1 all blood option showing non-native
• Fixed Family Style 2 all blood option showing non-native
• Fixed All Tribe blood to only use CFN and AIAN
• Updated Affidavit 2 To field to be an option
• Updated hovering over document line item to show a tooltip with the description
• Updated to not check for capture devices when editing documents
• Fixed BirthYear report builder output causing issues for some queries
• Updated DirectShow preview code
• Added audit dialog for security, database setup, and addresses
• Added right for audit
• Fixed System Settings not saving
• Added inactive account lockout options and enforcement
• Added an upgrade step to correct old Country entries for USA
• Fixed installer to show the correct version
• Added report builder security for quantum %
• Fixed voting county typo in custom reports bindings
• Fixed sorting blood quantum in the report builder summary
• Added AIAN ethnicity to master list
• Updated to support updating association-less ethnicities
• Added row description field to table audit
• Updated to store row descriptions in the audit data
• Updated report builder for the new row description field
• Fixed audit ids for several recordsets
• Added missing audit ID to library folder
• Added audit support to report builder
• Made fixes to system DB upgrading
• Made fixes to user DB upgrading
• Added Security Options dialog
• Added login lockout option
• Added SMTP configuration options
• Added notification account linking
• Added notification event selection
• Added email field to user accounts
• Added basic text notification for Password Configuration modification
• Added basic text notification for Security Option modification
• Added basic text notification for User Account modification (add/edit/remove/unlock)
• Added basic text notification for User Account Lock
• Added basic text notification for Right modification
• Fixed upgrading from 10.0.2 to the latest
• Fixed issues with the upgrade process
• Added message of the day (MOTD) editor
• Added basic theme for Color Picker
• Added view for MOTD
• Added security for MOTD
• Added persistence for MOTD
• Fixed creating new system database
• Fixed creating a new user database
• Fixed adding structure to individual causing crash
• Fixed photos not saving/loading
• Fixed signatures not saving/loading
• Fixed parcels not saving when updated
• Fixed shares not saving when updated
• Fixed upgrading directly from 10.0 to the latest
• Fixed certain system database upgrade scenarios incorrectly not causing loading to fail
• Revised database upgrading to use schema stored in the application

Added preliminary revised audit system.

General Release Notes:

MFA: ProgenyES has been updated to support multi-factor authentication using TOTP.

Primary and Secondary Authorized Signatures: Authorized signatures may now be specified as primary or secondary and selected as such on reports to ease the transition in ProgenyES when authorizing individuals change.

Fast Card Preview: Card design has been dramatically streamlined by allowing a card design to be previewed directly through the card designer.

Improved Password Security: ProgenyES passwords have been updated to use a more secure and scalable hash to ensure passwords continue to be secure as computing hardware and cracking techniques/technology progress.

Additional General Improvements: Additionally, the entire software has had a thorough review in our efforts to make ProgenyES as effective and reliable as possible.

Release Note Details:

10.3.0 (2023-8-1)

• Added TOTP support
• Added Primary/Secondary Authorized Signature support
• Fixed audit not being logged
• Fixed issue with upgrading from 10.0 to 10.3
• Added TOTP support to locked dialog
• Fixed locked dialog only showing once per run
• Fixed OST Verification not showing address line 1, 2, and zip
• Fixed id card text calculation
• Updated to use the latest pdfium
• Fixed address zip handling for non-US countries
• Updated to display country for non-US countries
• Fixed address zip handling for non-US countries

General Release Notes:

User Created Forms:  A brand new way of adding and updating individual records has been added to ProgenyES.
Design, print and scan hand-filled forms which are then parsed and used to add or update records. Empowers enrollment departments to rapidly and easily enroll their members with signficiantly reduced enrollment staff overhead, as well as keep those records up-to-date.

Map Improvements:  To improve map usability, options have been added for larger maps and full screen maps.

Additional General Improvements:  Additionally, the entire software has had a thorough review in our efforts to make ProgenyES as effective and reliable as possible.

Release Note Details:

10.4.1 (2025-10-8)

Added:
Added address map sizes and full screen map
Added Account Inactivity Lock override for specific Entities
Added the latest vc redist 14.42 to the installer
Added User Created Forms designer
Added UCF view/print support
Added scan, parse and adjustment step to UCF Scan
Added config options for UCF cleanup (UCF.Cleanup.Options.VerboseDebugging, UCF.Cleanup.Options.CleanupMode (Simplified|Equalization), UCF.Cleanup.Options.UseOtsu)
Added new default thresholding method Otsu
Added new default cleanup process Simplified
Added partially implemented acceptance dialog for UCf
Added individual action dialog for UCF
Added warning when using individual search without criteria
Added null protection to various enum converters (for UCF)
Added arrow key field movement for Card Layout Editor
Added arrow key field movement for Custom Report Layout Editor
Added arrow key field movement for UCF Layout Editor
Added mailing and street missing individual fields for cards
Added Auto-Clean option to UCF scan
Added Re-Scan option to UCF scan
Added open individual support to UCF scan
Added an update step to add UCF Scan category and folder
Added Alaska Native and Canadian First Nation to ethnicity list

Updated:
Updated Family Tree zoom to match WEB
Updated Database Register Open to Select and Ok to Close
Updated to prevent custom tree formats names that don't start with a letter
Updated validation for payment history date
Updated Data Entry to support Ctrl + E for save and exit
Updated to use the report title as the default file name for report builder export
Updated add new mail/street in data entry to use the typed data as a seed
Updated Cortina Band's name in the master list
Updated Santa Ysabel's name in the master list
Updated data entry sig capture to disable edit when not appropriate
Updated data entry fingerprints label
Updated UCF scan process to exit if saving fails at any point
Updated UCF Rolls to prevent attempting to save when no roll is selected
Updated UCF Ethnicity to prevent quantum over 100%
Updated UCF Ethnicity to prevent duplicate ethnicity/culture pairs
Updated UCF Spouses to set divorced status when divorce date is set
Updated UCF BIA number to auto-capitalize the middle letter
Updated UCF to save a copy of the scanned pages as a pdf to the record for reference
Updated UCF to save the document to the record with category and folder of UCF Scan if they exist
Updated database creation to add UCF Scan category and folder
Updated to back up the application xml on a graceful shut-down
Updated UCF BIA number to not save unless number is complete
Updated UCF Email and Website blocks to be nearly full line
Updated UCF scan to show a status display when the ocr is running
Updated BIA payment plugin history updater to load un-cached copies of the records for update
Updated the payment plugin history updater to load un-cached copies of the records for update
Updated UCF Address to select Find Existing when no good suggestions found
Updated BIA payment PAM with specification 502 updates (payment justification, version number)
Updated UCFLE to refresh the list of available blocks when removing blocks
Updated UCF to clear the fields when rescanning
Updated UCF ethnicity validation to not count blanks as being the same
Updated UCF individual action selection to disable drop downs for radio buttons that aren't selected
Updated UCF family member action selection to disable drop downs for radio buttons that aren't selected
Updated UCF spouse action selection to disable drop downs for radio buttons that aren't selected
Updated UCF address action selection to disable drop downs for radio buttons that aren't selected
Updated UCF scan to block progress if the OCR is not installed and notify the user

Improved:
Improved fuzzy matching to avoid certain circumstances that would cause the application to become unresponsive
Improved fuzzy matching to discard best matches that are low confidence
Improved UCF anchor locating logic for 75% time reduction

Revised:
Revised UCF menu
Revised UCF anchor locating for a roughly 100 x speed improvement

Adjusted:
Adjusted BIA 4432 section B BIA name/title font to allow word wrap for longer name/title combos

Fixed:
Fixed individual search scroll bar
Fixed extra line on Five Gen tree
Fixed test for Database Setup moving tab down
Fixed category being misspelled on the documents tab of data entry
Fixed barcodes not working on cards
Fixed data entry family number list not including working changes
Fixed payee list not refreshing in data entry when parents added/removed
Fixed Driver's License binding missing from ID Card report output
Fixed About window copyright
Fixed UCF designer Shares causing a crash
Fixed UCF date handling when blank or out of range
Fixed UCF crashing when certain fields were not included
Fixed UCF to not parse blank fields (was creating hallucinated data)
Fixed UCFLE showing borders and foreground options for blocks
Fixed UCFLE label and bounding box for voting state
Fixed UCFLE label for voting county
Fixed UCFLE dod block spacing
Fixed UCFLE alternate name section spacing
Fixed CRLE not opening
Fixed UCFLE rolls layout
Fixed UCFLE ethnicity layout
Fixed UCFLE spouse layout
Fixed UCFLE parents/children layout
Fixed UCFLE showing borders and foreground options for blocks
Fixed UCFLE label and bounding box for voting state
Fixed UCFLE label for voting county
Fixed UCFLE dod block spacing
Fixed UCFLE alternate name section spacing
Fixed CRLE not opening
Fixed UCFLE rolls layout
Fixed UCFLE ethnicity layout
Fixed UCFLE spouse layout
Fixed UCFLE parents/children layout
Fixed UCFLE primary phone label
Fixed UCFLE scroll bar not scrolling correctly
Fixed UCFLE magnification not working with scroll bar
Fixed UCF DOB and DOD date format mislabeling
Fixed UCF death location label clipped
Fixed data entry ethnicity % not updating when changing quantum
Fixed id card linked individual field outputting as id
Fixed custom report linked individual field outputting as id
Fixed id card linked address field outputting as id
Fixed custom report address individual field outputting as id
Fixed various fields not showing for ancestors in custom family tree report
Fixed distance from report builder filter crashing when setting country after state and then locating
Fixed UCF resolution date labelled as relinquished date
Fixed UCF address create new text generation
Fixed UCF field validation to be enforced
Fixed invalid quantum in UCF ethnicity causing crash
Fixed UCF birth/death location field lookup
Fixed UCF ethnicity acceptance not displaying
Fixed UCF parent/child create new not showing
Fixed UCF parent/child dob not showing
Fixed UCF parent/child create new not working
Fixed UCF spouse create new not showing
Fixed UCF spouse dob not showing
Fixed UCF spouse create new not working
Fixed UCF multi-item entries refreshing their values incorrectly
Fixed Audit previous value causing report builder summary to fail in some circumstance
Fixed invalid fractions causing report builder to fail in some circumstance
Fixed deleted records showing in suggestions for UCF
Fixed deleted records showing in suggestions for UCF
Fixed UCF individual suggestions being broken
Fixed UCF BIA field acceptance being cut off
Fixed UCF Alternate Name field not fitting the page width
Fixed UCF address field being unnecessarily wide
Fixed UCF Voting State acceptance label and value
Fixed UCF Child acceptance incorrectly stating parent and saving as parents
Fixed UCF Head of Household acceptance handling
Fixed UCF parents/children suggestions not working
Fixed UCF alternate names not displaying in acceptance
Fixed UCF spouse marriage and divorce date not displaying in acceptance
Fixed UCF alternate names spacing
Fixed UCF alternate names not saving
Fixed UCF death location save to death location
Fixed UCF mailing address history ending up in street history
Fixed UCF address history being saved as current
Fixed UCF parse cancel button working incorrectly in some circumstances
Fixed UCF birth/death location causing crash when no country was a valid match
Fixed UCF shares being handled as parcels
Fixed UCF parcels and shares values not displaying on acceptance page
Fixed UCF blank ethnicity causing error
Fixed attempting to open a record from individual search when another record was deleted from it causing a crash
Fixed the title for UCF Management form
Fixed UCF Parcel and Share number ending up in the percentage
Fixed database setup document category scrolling
Fixed UCF scan crashing when form is blank
Fixed UCF still attempting to process when scan is cancelled
Fixed UCF ethnicity saving to block saving duplicates
Fixed UCF acceptance picklists crashing when no values to pick from
Fixed UCF to prevent duplicate parcels
Fixed UCF to prevent parcels totaling over 100%
Fixed UCF to prevent duplicate shares
Fixed UCF to prevent shares totaling over 100%

Finished:
Finished initial implementation of UCF acceptance dialog

Removed:
Removed the remove button from the ethnicities list