v20260731 (Release)
ยท 3 min read
This release expands how Una connects โ both to AI tools and to source systems. MCP clients can now sign in with Google as well as Microsoft, and gain access to a wave of new tools covering help-docs search, reports, global variables, and variance analysis. On the integration side, a unified connection-management screen makes it easier to manage ERP connections, alongside deeper NetSuite support for FX rates and saved searches. Rounding out the release: Excel export support and a wide range of matrix, dashboard, and layout engine fixes.
New Features & Major Enhancements ๐โ
MCP & AIโ
- Sign in with Google is now supported for MCP clients, alongside Microsoft โ pick either from the quick-copy connector panel, and Una will default to whichever identity provider you already use to sign into the Portal.
- MCP tools expanded with several new capabilities: searching Una's help documentation, listing and reading reports, reading and setting global variables, running variance analysis, and validating a calc script before saving it.
- Admin tools for managing users and security groups are now available through MCP as well, governed by the same permission model as everywhere else in Una.
Agentic ERP Connectorsโ
- Admins can now create and edit Agentic ERP Connectors โ including NetSuite and Campfire โ from one screen in Settings โ ERP. Credentials are masked after saving, and deleting a connection still in use now warns you first instead of failing.
- NetSuite integration now supports additional rate types, special account types, and cross-subsidiary transactions, with improved account-number handling, FX rates and pre-converted currency values, and data loads via NetSuite Saved Searches.
Layout Engineโ
- The Layout Engine now supports exporting to Excel, in addition to PDF.
Canvas & Matrixโ
- The Matrix widget editor can now be docked to the left, right, top, or bottom of the dashboard.
- The Model Query Editor now has a Variables section for linking dimension members to filters by drag and drop.
- Matrix and table interactions can now trigger workflows, calc scripts, or formulas through configurable triggers โ set to run before or after a save, and passing along context like the changed dimension members and value.
- Pivot Tables now support adding and removing rows and columns, in addition to writing data back to the source.
Navigationโ
- The Settings icon has moved from the top navigation bar to the bottom of the left navigation menu.
Fixes & Improvements ๐ ๏ธโ
Layout Engineโ
- Fixed several PDF export issues
Matrixโ
- Fixed misaligned internal and external hyperlinks.
- Dragging the fill handle now copies values into adjacent cells instead of clearing them.
Canvasesโ
- Canvases no longer error out when filters aren't set.
- Advanced filters now populate their dropdown correctly when created.
{Global.CurrentPeriod}now works reliably as a default filter value.- Widget copy/paste now works reliably.
- Filter URL parameters now match regardless of case.
- Custom SQL filters now appear correctly when dimension roles are enabled.
- Datatable filters now support selecting virtual members.
Tableโ
- Locked columns now correctly save their default value when a new row is added.
- Submodel tables now support search on inline dimension fields.
Model Queryโ
- Empty rows and columns are now correctly suppressed.
- Fixed a shared query issue where a Comments-style column would drop when the secondary range had no data.
Loginโ
- Fixed an endless error loop when a user's last remaining tenant is deleted or disabled.
Calculationsโ
- A calc script parameter can now resolve directly to its numeric value within an expression โ e.g.,
[New] = @value.
Explorerโ
- Fixed the description field showing the previous entry instead of the newly saved one.