Changelog for Q2-Cores

Current Version: [1.36.2]

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog and this project adheres to Semantic Versioning.

Released Versions:

v1.36.2 - 2025-03-06

Fixed

  • Handles leading p in CoreApi demographic call

v1.36.1 - 2024-10-03

Fixed

  • JXchange DemographicInfoQuery now correctly maps both MsgRqHdr and SrchMsgRqHdr

v1.36.0 - 2024-10-01

Added

  • Adds new core: FiservCleartouch

v1.35.3 - 2024-07-10

Fixed

  • MockResponses and template files now generate as expected

v1.35.2 - 2024-06-26

Fixed

  • use_symxchange is now passed in Symitar core use_cards queries.

v1.35.1 - 2024-06-06

Fixed

  • Fixes CoreAPI mock response format and added ability to generate configuration file using CONFIG_FILE_NAME.

v1.35.0 - 2024-05-24

Added

  • Adds Fiserv Communicator Advantage core

  • Adds ability to Corelation search demographic info via acc number and CIF

v1.34.1 - 2024-05-15

Fixed

  • SymXchange powerOn translator calls now have a new parameter UseSymX=1| in UserChar position 5.

v1.34.0 - 2024-05-13

Added

  • Adds new core: FiservCommunicatorSignature

  • Adds new configuration attribute STRIP_ZEROS_FROM_MEMBER_NUMBER on Symitar core.

v1.33.0 - 2024-04-25

Added

  • FIS Horizon configuration added to search by CIF if unique customer identifier isn’t provided

  • Symitar configuration added to have demographic info object primary cif populated with member number

  • FIS IBS Open API will return phone and email information by default for searches by CIF. This can be turned off via the INCLUDE_PHONE_AND_EMAIL config

Fixed

  • FIS Horizon build_demographic_info function will now search by CIF if the user’s ssn and lastname are missing

v1.32.0 - 2024-04-15

Added

  • Adds new core: JHA Core Director

  • Adds new core: FIS IBS OpenAPI

v1.31.2 - 2024-04-09

Fixed

  • Bug preventing included cores from being imported

v1.31.1 - 2024-03-29

Fixed

  • For a circular import with version 1.31.0

v1.31.0 - 2024-03-28

Added

  • Adds new core: FISHorizon AllLink

  • Adds new core: FiservCommunicatorOpenPremier

v1.30.3 - 2024-03-25

Fixed

  • q2-sdk data_helpers import error

v1.30.2 - 2024-03-14

Fixed

  • Default to AddressType.HOME for JExchange demographic calls

v1.30.1 - 2024-02-07

Fixed

  • Ensures all queries honor use_symxchange param in Symitar core.

v1.30.0 - 2024-01-10

Added

  • Adds data_helper populate_rg_user_nums to Symitar.

v1.29.0 - 2023-12-13

Added

  • Symitar’s make_symxchange_xml function now handles DATAFILENAME nodes

v1.28.6 - 2023-10-17

Fixed

  • OSI will now return clear error message on non-xml shapes rather than stack trace

v1.28.5 - 2023-07-26

Fixed

  • SymXchange now allows passing mock_responses.

  • Remove references to v1 namespace in Symitar core.

v1.28.4 - 2023-07-06

Fixed

  • CoreAPI.AccountDetails call will now return the string from the core directly

v1.28.3 - 2023-03-28

Fixed

  • Symitar cards without internal_cifs will filtered out of get_cards and get_all_cards

v1.28.2 - 2023-03-27

Fixed

  • Fixes condition in Symitar mapper where a missing cardname would except the entire get_cards/get_all_cards call.

v1.28.1 - 2023-02-15

Fixed

  • SymXchange namespace urls now are compatible with versions >= 2020

v1.28.0 - 2023-01-24

Added

  • Adds Phoenix core

v1.27.1 - 2022-09-29

Fixed

  • Fixes an issue with the SymXchange account demographic mapper’s account_level_signer

v1.27.0 - 2022-09-20

Added

  • Added initial SymXchange (core) support

    • Symitar core is now capable of handling SymXchange responses (poweron/regpen) for backwards compatibility when migrating over to SymXchange.

    • For new SymXchange implementations there is a new SymXchange core avilable for request and response parsing.

    • High level core.get_account_demographic and core.build_poweron_query are available as examples.

v1.26.1 - 2022-07-26

Fixed

  • Symitar repgen responses now escape ampersands if appropriate

v1.26.0 - 2022-04-19

Added

  • Symitar now supports certain SymXChange shapes, including DemographicInfo and AccountDemographic

  • Symitar’s build_base_query will now pass along USE_SYMXCHANGE config value and attempt to use symxchange pattern if available

v1.25.2 - 2022-04-05

Fixed

  • Fixed handling of OSI core mappers UpdateDemographicInfoMapper and UpdateEmailInfoMapper that contain ITC in response text.

v1.25.1 - 2022-03-17

Added

  • Add additional address types in Symitar core and default address type to Home Address

v1.25.0 - 2022-01-25

Added

  • Adds Symitar Address types [5, 6, 8, 9, 13, 14, 22, 23, 24, 27, 28]

v1.24.0 - 2022-01-21

Added

  • Adds REMIT_TRAN_CODE to Symitar’s PrincipalPaymentQuery

v1.23.1 - 2021-12-08

Fixed

  • Fix a misspelling in Corelation Core’s REQUIRED_CONFIGURATIONS

v1.23.0 - 2021-11-17

Deprecated

  • deprecates the existing Symitar build_get_cards in favor of the new build_get_all_cards as the underlying data source (repgen/poweron) is pre-installed.

v1.22.1 - 2021-09-28

Fixed

  • SOA mapper now treats port numbers as integers instead of strings, fixing a sorting bug determining the primary

v1.22.0 - 2021-08-20

Added

  • Adds AccountNumber UseCode for OSI Core

v1.21.0 - 2021-08-03

Added

  • OSI Core now supports UseCode==3 (CardNumber)

v1.20.0 - 2021-06-17

Added

  • Adds Corelation core

v1.19.0 - 2020-11-09

Added

  • Adds CoreAPI core

v1.18.2 - 2020-09-22

Fixed

  • Symitar core now correctly handles Beneficiary Physical Address (Type 04)

v1.18.1 - 2020-08-31

Fixed

  • Symitar’s build_base_query now accurately takes a mock_failure parameter to match the BaseQuery param

v1.18.0 - 2020-08-26

Added

  • Symitar’s build_base_query method now takes a mock_failure parameter to simulate a core failure

v1.17.0 - 2020-07-29

Added

  • Adds OSI core build_address_update_info method

  • Adds OSI core build_phone_update_info method

Fixed

  • OSI demographic update calls now correctly map Q2 addresstypes to OSI Address types

  • Better OSI method support for Q2 zones

v1.16.0 - 2020-07-22

Added

  • Adds build_email_info method to OSI core

  • Adds build_update_email_info method to OSI core

v1.15.4 - 2020-07-14

Fixed

  • OSI UpdateAddressQuery now correctly supports address_3 line

  • OSI UpdatePhoneQuery now correctly gathers area_code

v1.15.3 - 2020-06-16

Fixed

  • Fixes an edgecase (when paired with q2_sdk >=2.49.2) which prevented direct import of a Core in a client extension

v1.15.2 - 2020-06-02

Fixed

  • XP2 DemographicInfoMapper will no longer fail if member does not have Phone entries

v1.15.1 - 2020-05-13

Fixed

  • Adds address_type 03 (Alternate) to Symitar Core

v1.15.0 - 2020-04-29

Changed

  • Bumped q2-sdk dependency to 2.41.0 (was previously 1.70.1)

Added

  • Updates all Cores to pass along zone_context information for use with new Db Zones feature

v1.14.1 - 2020-03-20

Fixed

  • CorePro will now properly wrap soap responses when run through a Q2 Bridge connection

v1.14.0 - 2020-03-13

Added

  • Adds JXchange build_update_demographic_info

v1.13.3 - 2020-03-04

Fixed

  • Better CorePro update_demographic_info mock response

v1.13.2 - 2019-11-21

Fixed

  • Fixes a bug with the build_mock_response function in Symitar’s BaseQuery

v1.13.1 - 2019-11-12

Changed

  • CorePro mapper get_customer.execute() will now type hint DemographicInfo return type appropriately

v1.13.0 - 2019-11-05

Added

  • Adds CorePro Core support

  • CorePro can act in both traditional (Bridge) mode as well as direct connect (API) mode by a boolean in the settings file

Fixed

  • Fixes a bug with OSI where null Phones or Addresses on a demographic call would cause an error

v1.12.5 - 2019-08-30

Fixed

  • Symitar drivers license fix was only applied to first profile. Will now loop through all appropriately.

v1.12.4 - 2019-08-28

Fixed

  • Fixed a bug where Drivers License was not being gathered for Symitar accounts

v1.12.3 - 2019-08-06

Fixed

  • OSI DemographicInfo mapper now handles unknown Address and Phone types

Added

  • Symitar AssessFeeQuery now allows overriding the comment from the default SKIP A PAY FEE

v1.12.2 - 2019-07-11

Fixed

  • Fixes OSI get_demographic_info case where the core returns a namespace in the ENTITY_DATA_INQ node”

v1.12.1 - 2019-06-27

Fixed

  • Fixes Phone number and Drivers License parsing for JXchange core

v1.12.0 - 2019-05-02

Added

  • Adds EPL core with build_demographic_info method

v1.11.5 - 2019-05-01

Fixed

  • Fixes a bug with XP2 demographic_info mapper which would pass the Country key as an AddressType

v1.11.4 - 2019-04-23

Fixed

  • XP2 core now has a more appropriate DemographicInfoQuery mock response

v1.11.3 - 2019-04-12

Fixed

  • Updates import paths for simultaneous compatibility with q2-sdk 1.x and 2.x

v1.11.2 - 2019-04-02

Fixed

  • Fixes JXchange core configuration file name

  • Fixes backwards incompatible import with certain q2-sdk versions

v1.11.1 - 2019-04-01

Changed

  • JExchange core is now JXchange

Added

  • MiserCohesion DemographicInfoMapper now as a primary_cif returned

v1.11.0 - 2019-03-29

Added

  • Adds JExchange core

  • JExchange core has a build_demographic_info method

v1.10.5 - 2019-03-19

Fixed

  • Renamed internal Summit build_build_demgraphic_info to just build_demographic_info

v1.10.4 - 2019-03-13

Added

  • Symitar’s get_eligible_skip_loans now allows cif to be overridden

Fixed

  • Symitar’s AssessFeeQuery now generates a guid if not provided one

v1.10.3 - 2019-02-21

Fixed

  • Better handles missing Repgen Parameters in Symitar’s AccountDemographicUpdateQuery

v1.10.2 - 2019-02-13

Changed

  • Better type hinting on Symitar build_base_query

v1.10.1 - 2019-02-07

Fixed

  • Fixes unsupported address error in OSI’s DemographicInfoMapper

v1.10.0 - 2019-02-05

Added

  • Adds XP2 Core SearchBySSN ability

  • Handles Symitar EligableLoan FailureReasons

Changed

  • Changes Symitar’s GetLoansMapper to GetEligibleSkipLoansMapper for clarity in naming

Fixed

  • Symitar’s SkipLoanMapper and GetShares mapper return built in types rather than lxml elements

v1.9.2 - 2019-01-29

Fixed

  • Fixes MemberNumber UseCode handling for OSI core

v1.9.1 - 2019-01-15

Added

  • Symitar’s get_estatement_enrollment_info and update_estatement_preferences methods now have mock_response_strings

  • SOA now handles primary_cif mapping if configured

v1.9.0 - 2019-01-07

Added

  • Adds primary_cif parsing to OSI DemographicInfoMapper returned object

  • Adds the purge_account_cache parameter to Symitar’s build_base_query method. If True, will instruct the Q2 bridge to immediately requery the core for updated account information

Fixed

  • Improves error handling in OSI DemographicInfoMapper

v1.8.2 - 2018-12-12

Changed

  • Code cleanup in OSI Queries

Fixed

  • Fixes bug with SOA mapper to account for multiple spaces in city/state input

v1.8.1 - 2018-12-06

Fixed

  • Use customer_primary_cif instead of customer_id for Metavante core instantiation

  • Updates to SOA demographic mapper

  • Updates to SOA initial_search_mapper

  • Better type hinting on Symitar build_base_query

  • Fixes for XP2 phone mapping in demographic_info_mapper

v1.8.0 - 2018-12-03

Added

  • Adds SOA core

Fixed

  • Fixes encoding bug with Metavante responses

  • Fixes edgecases in DriversLicense creation in MiserCohesion

  • Fixes bad customer key in Users build_demographic_info call

v1.7.3 - 2018-11-30

Fixed

  • Fixes Metavante DemographicInfoMapper bug where it was not respecting hq_credentials token

  • Fixes XP2 bug which improperly discovered the primary_cif in the DemographicInfoMapper

  • Fixed edgecase in MiserCohesion core with missing phone numbers in DemographicInfoMapper

v1.7.2 - 2018-11-28

Fixed

  • Fixes bug with Metavante where EmailQuery depends on DemographicQuery’s result

  • Fixes bug with Users where error messages would not serialize the error correctly

  • Fixes bug with Users where missing Phone number would cause exception

Changed

  • WARNING This will upgrade your q2-sdk package to version >= 1.70.1

v1.7.1 - 2018-11-20

Fixed

  • Adds kwargs in XP2 and Summit Core objects

v1.7.0 - 2018-11-20

Added

  • Adds XP2 core with demographic_info functionality

v1.6.1 - 2018-11-16

Added

  • Adds driver_license to MiserCohesion’s demographic_info mapper

Fixed

  • Fixes an edgecase with missing phones for PCS’s demographic_info mapper

v1.6.0 - 2018-11-14

Added

  • Adds PCS core implementing build_demographic_info

v1.5.0 - 2018-11-05

Added

  • Adds Summit core with build_demographic_info_query support

v1.4.1 - 2018-10-12

Fixed

  • Updates Symitar’s get_account_demographic call to use ALLACCOUNTPROFILES procedure

v1.4.0 - 2018-10-09

Added

  • Adds SSN to Symitar get_cards mapper

  • WARNING Taking this update will update your SDK version to at least 1.64.0

v1.3.0 - 2018-10-01

Added

  • Adds several properties to Symitar’s DemographicInfoExt class

Fixed

  • Better handles missing values in Symitar AccountDemographicMapper responses

v1.2.1 - 2018-09-24

Fixed

  • Fixed a bug in the Symitar DemographicInfoMapper where empty Phone fields would still create Phone objects

v1.2.0 - 2018-09-12

Added

  • Adds get_account_demographic call with associated Mapper to Symitar core

  • Adds update_account_demographic call with associated Mapper to Symitar Core

v1.1.6 - 2018-08-28

Fixed

  • Debit cards are now available from the Symitar get_cards method

v1.1.5 - 2018-08-06

Fixed

  • Fixes a repgen procedure name for Symitar Estatement call

v1.1.4 - 2018-08-02

Changed

  • Updates SymitarEstatementEnrollment calls to use the SymitarBaseQuery

v1.1.3 - 2018-07-31

Fixed

  • Better handles error states in Symitar EstatementEnrollmentInfoMapper

v1.1.2 - 2018-07-25

Changed

  • Changes Symitar GET_CARD_TYPE_WHITELIST to an Optional Configuration

v1.1.1 - 2018-07-23

Fixed

  • Symitar EStatements now property handles rg_parameters

v1.1.0 - 2018-07-23

Added

  • Adds GetEstatementPreferences call to Symitar core

v1.0.1 - 2018-06-27

Added

  • Adds active/cancelled status to Symitar GetCardsMapper

v1.0.0 - 2018-06-04

Changed

  • Cores now all take core_user as input rather than online_user. CoreUser object contains online_user and account_list info

  • Symitar core get_cards now gets CIF from account_list rather than online_user.customer_primary_cif

v0.12.0 - 2018-04-17

Added

  • Adds get_payment_builder call to Symitar core

  • Adds build_principal_payment_string call to Symitar core

v0.11.0 - 2018-04-09

Added

  • Adds Symitar AssessSkipFeeMapper

v0.10.3 - 2018-04-03

Fixed

  • Fixed a bug with Symitar where Address 2 was not being gathered in demographicinfo mapper

  • Fixed a bug with Symitar where all Addresses in demographicInfo mapper were being set as Residential

v0.10.2 - 2018-04-02

Fixed

  • Better error handling in MiserCohesion CardListMapper

  • Internal organization in Users core

v0.10.1 - 2018-03-28

Fixed

  • Fixed bug with Symitar get_demographic_info query/mapper

v0.10.0 - 2018-03-21

Added

  • Adds Users subAccount handling

  • Adds Symitar SubAccount handling

v0.9.8 - 2018-03-19

Fixed

  • RGUSER and JRGUSER will both work now in SymitarBaseQuery rg_params

v0.9.7 - 2018-03-15

Changed

  • hq_session_token is now hq_credentials everywhere

v0.9.6 - 2018-02-14

Added

  • Adds Address information to Symitar Card list from get_cards

v0.9.5 - 2018-02-14

Fixed

  • Adds symitar message parsing to all Symitar mappers

v0.9.4 - 2018-02-13

Changed

  • Updated Symitar core to use customer primary CIF instead of customer ID

v0.9.3 - 2018-02-09

Changed

  • Reformats q2-cores for improved testability

v0.9.2 - 2018-02-07

Fixed

  • Fix python 3.5 compatibility for q2-cores

v0.9.1 - 2018-02-07

Added

  • Added “get account details” and “open account” coreflows to Symitar

v0.9.0 - 2018-02-06

Added

  • Added get_account_sub_list coreflow to Symitar

Fixed

  • Fixed scripts for creation and deletion of new coreflows to be path agnostic

Removed

  • Removed SKIP_FEE as a required Symitar configuration