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

The format is based on Keep a Changelog, This project does not yet adheres to Semantic Versioning as the API is evolving and MINOR patches may be backwards incompatible.



  • New parameters for fine-tuning the API responses, &extend[]= and &embed[] #2531

  • Parameter value origin_citation via &extend[]= to all basic GET /object(/:id) requests #2531

  • Parameter value pinboard_item via &extend[]= to all basic GET /object(/:id) requests #2531

  • Parameter value citations via &extend[]= to all basic GET /object/:id requests #2531

  • Parameter values roles and documents via &extend[]= to /sources(/:id).json #2531

  • Parameter values protonyms and placement via &extend[]= to `/combinations(/:id).json #2531

  • Parameter values parent, otus, roles, ancestor_ids,children,type_taxon_name_relationshipvia&extend[]=to/taxon_names(/:id).json #2531

  • Parameter values level_names, geographic_area_type, parent via &extend[]= and shape via &embed[]= to `/geographic_areas(/:id).json #2531

  • Parameter value subject, object, biological_relationship, family_names via &extend[]= to `/biological_associations(/:id).json #2531

  • Parameter value citation_object, citation_topics, source, target_document via &extend[]= to `/citations(/:id).json #2531

  • API route /taxon_names/parse?query_string=Aus bus for resolving names to Protonyms

  • Parameter value roles via &extend[]= to /collecting_events(/:id).json #2531

  • Param to isolate TaxonName smart select to Protonym if optional


  • Ordering of GeorgaphicArea autocomplete results. Used areas and areas with shape are prioritized

  • Basic (REST) endpoints send less information, use &extend[] and &embed[] to return more #2531

  • Numerous tasks updated to use the new REST pattern

  • Objects in basic show/index JSON endpoints are represented by their metadata, rather than all their attributes in many cases now #2531

  • Metadata in extensions does not cascade and return metadata of metadata #2531

  • JSON smart selector data (/sources/select_options) includes base attributes, not metadata #2531

  • Updated corresponding ap1/v1 endpoints to use the &extend[] pattern for /otus, /taxon_names, /combinations, /sources, /citations (in part) and biological_associations to match the new parameter values above

  • API /api/v1/biological_associations uses metadata for related objects

  • Optimized Source smart selection queries

  • Added option in DwC importer to specific the dataset type (defaults to auto-detection).


  • Failure when setting up namespaces in DwC importer with datasets having unnamed columns

  • Namespace settings are not cleared when unmatched and re-opened in DwC Import #2586

  • scientificNameAuthorship parsing issues in DwC importer #2589

0.20.1 - 2021-10-15


  • Added missing OTU soft_validation for protonym

  • Added recent values on keywords

  • Added Attribution attributes to /images API show responses

  • API /images can return images by image_file_fingerprint (MD5), in addition to id


  • Updated author string for misspellings

  • Removed footprintWKT from DwcOccurrence. It will be re-instated as optional in the future.

  • Removed GeographicArea from consideration as a georeference in DwcOccurrence

  • Changed associatedMedia format, pointed it to

  • Removed redundant 'Rebuild' button from Browse collection objects


  • DwC Dashboard past links are properly scoped

  • DwC Dashboard graphs show proper count ranges

  • DwC archive no longer truncated at 10k records

  • OccurrenceID was not being added to DwcOccurrence attributes in all cases #2573

  • Observation matrix show expand was referencing the wrong id #2540

  • Copy pasting into verbatim year with alphanumeric gives error even though numeric are all that are visible in New taxon name #2577

  • Record doesn't sync/update the list in OTU quick forms #2576

  • TIFF images are not visible in filter image task #2575

  • Repository input shows value, when not set #2574

  • Images don't load after expand depictions sections in comprehensive task

  • DwC occurrences importer being too strict when checking against existing nomenclature #2581

0.20.0 - 2021-10-12


  • Task DwC Import for importing DwC Archive files

  • Task DwC Dashboard facilitating DwCA download, metadata reporting, and “health” checks #1467

  • Updated framework for producing and downloading DwC Archives (DwCA) #1775

  • Increased from 21 to 53 the number of fields referenced in the (DwCA) dump, including identifiedByID and recordedByID #1269

  • Auto-generation of UUIDs for instances that don't have global identifiers during DwcOccurrence record building #2186

  • Wikidata (Q) and ORCiD support for people references in DwCA dumps

  • Georeferences can have Confidences assigned to them #1772

  • CSL style 'taxonworks.csl' used as the default style for displaying sources #2517

  • Custom CSL citation support for reference formating (see styles at bottom of select format list). New .cls submitted via issue tracker and integrated to source.

  • New .csl style 'world_chalcidoidea_book.csl“

  • BibTeX fields support verbatim values using “{}” for fields otherwise processed in BibTeX sources (e.g. author)

  • New specs for rendering Source citations

  • &extend[] and &embed[] helper methods for REST responses #2532

  • A new soft validation option to auto fix for objective synonym that must share the same type

  • Add Download, Full size and Radial navigation buttons in Image viewer #2423

  • Endpoint /tasks/dwc/dashboard/index_versions returns the dates at which DwcOccurrence indexing was modified. !! TODO: update date of merge.

  • Endpoint /dwc_occurrences/metadata, for stats on the state of DwcOccurrence index

  • Endpoint /dwc_occurrencs/predicates to return a list of Predicates used on CollectionObjects and CollectingEvents

  • Endpoint /dwc_occurrences/status to check whether DwcOccurrence records are up-to-date

  • Endpoint /dwc_occurrences/collector_id_metadata to check whether People referenced in DwcOccurences have GUIDs

  • Task on Administration panel, “Reindex”, with (temporary) options to re-index small blocks of DwcOccurrence records

  • Button on CollectionObject filter to download filter result as DwC Archive #1303

  • User can select a corresponding Person as their data representation (facilitates Identifiers for Users) #1486

  • Centroid index on GeographicItem

  • Field total_records on Download

  • Index on polymorphic fields of DwcIndex (e.g. faster queries to CollectionObject)

  • Index on data_origin for GeographicAreasGeographicItem

  • Identifiers for AssertedDistributions

  • Various relationships enabling the joining of DwcOccurrence directly to other classes of data (e.g. Georeferences)

  • Isolated Georeference related utilities into their own module CollectingEvent::Georeference

  • A Taxonomy module that caches classification values, used in CollectionObject, and Otu

  • Methods to return when a record attribute was updated (e.g. verbatim_locality changed), and who did it for Papertrail including classes of data

  • Methods to handle multiple classes of globally unique identifiers on DwcOccurrence records

  • Pattern for isolating modules that aid DwC serialization per class of data

  • Optimized to_wkt to quickly return well-known-text for geo-shapes (in part, #2526)

  • New subclass of UUID Identifier::Global::Uuid::TaxonworksDwcOccurrence

  • Clarified, viageoreferenceSources and georeferenceProtocol why there are many decimal points in DwC latitude/longitude referencing fields #915

  • Option to rebuild single DwcOccurrence record for CollectionObject #2563

  • Ability to show observation matrices > 10k cells in size [#1790]

  • Rake task to rebuild source cached

  • Add download and radial buttons for image viewer in filter image


  • Downloading formatted sources with mixed types (BibTeX/Verbatim) failed #2512

  • Collection object filter type material param

  • Taxon name filter type metadata param fails #2511

  • Cloning a collecting event fails #2533

  • Modified recordedBy fields to only reference collector #2567

  • Many TDWG gazeteer references will now be properly categorized into state and country labels #2542

  • In Browse Nomenclature removed link to self for invalid taxon names with no synonymy #2327

  • Add missing original citation to synonym names in CoLDP export #2543

  • Uniquify people slow when many roles present #2528

  • Match combination when protonym has synonym relationships [#2525]

  • TaxonNameRelationsip type_method returns nil properly on unmatched types [#2504]

  • Taxon determinations list in comprehensive task

  • The clone button doesn't trigger update taxon name after authors were cloned [#2513]

  • Georeference count in new collecting event task #2519

  • Autofocus in New taxon name task #2523

  • Geographic area counts as georeference. Soft validations are sometimes loaded before saving georeferences #2519

  • import_dataset_id parameter persist on after resetState in DwC Importer #2529

  • Updated Ruby gems and Node packages

  • In project button #2530

  • View image matrix is passing wrong ids [#2537]

  • Observations with depictions sometimes are removed after move a depiction #2549

  • Relationship facet in Filter nomenclature

  • Determiner facet (param) in Filter collection objects

  • Verbatim year input allows alphanumeric numbers in New taxon name

  • Labels list renders for those linked to objects, or not


  • Radial annotator Tag form uses a Keyword smart selector #2564

  • DwcOccurrence is rebuilt/refreshed each time Browse Collection Object is hit

  • footprintWKT is hidden in Browse CollectionOjbect #2559

  • Tweak geo coordinate matching on verbatim labels

  • Year suffix, stated year, language, translated title and notes added to bibliography rendering via to_citeproc

  • Removed label_html from /people responses

  • /people JSON param from &include_roles=true to &extend[]=roles

  • Prefer project sources in source autocomplete

  • Status name 'not for nomenclature' changed to 'not in published work'

  • Year letter is no longer appended to year in BibTeX exports

  • Include project's name in CoLDP exports filename #2509

  • Implemented STI for downloads #2498\

  • Upgraded gnfinder gem that makes use of new REST API

  • Refactor help code

  • Unified various DwC value returning methods in their own explicitly named extensions

  • Isolated CollectionObject filter and API param handling to their own module for reference in multiple controllers

  • DwcOccurrence individualCount is now Integer

  • Database ConnectionTimeoutErrors now result in a 503 response rather than a raise/email-warning

  • Added various :inverse_of across collection objects related models

  • DwcOccurrence#individualCount is integer now

  • Simplified SQL for ordering GeographicArea shapes

  • Tweak validation of ORCIDid format

  • Move autocomplete and lookup keyword to CVT controller #2571

  • Task Content by nomenclature can be customized by selecting a Topic

  • Remove identifier section in New type specimen

  • Nill strings (“u0000”) are stripped from fields before writing

0.19.7 - 2021-09-09


  • Add link to new type specimen task from type material form

  • Export Observation::Media depictions as proxies for Otu depictions in NeXML #2142

  • Protonym verbatim_author parens should be properly closed when present #2453

  • Protonym verbatim_author can not contain digits (like years) #2452

  • Generic date field component #2451

  • New taxon determination component

  • Smart selectors in asserted distribution and biological association quick forms.


  • Cleaned up taxon name navigator appearance

  • Destroying a loanable object destroys corresponding LoanItems automatically #2319

  • NeXML image URLs use shortened URLs

  • Reorder date fields in comprehensive, extract and new collecting event tasks #2450

  • Set Vue 3 reactive vuex state in comprehensive store, removed unnecesary mutations and getters

  • Updated Ruby gems and Node packages

  • Bumped database_cleaner

  • Upgraded to ruby 6.1 #2474

  • Remove Taxon determination slice from OTU quick forms(Radial object)

  • Set active author tab in New taxon name #2461

  • Moved data-project-id to project name

  • Moved collection object soft validations in comprehensive task #2491

  • Remove reactivity in map component. Maps should render much faster now


  • Tazon name hierarchical navigation broken #2487

  • CollectionObject filter type material facet bug

  • Trim buttons in comprehensive task

  • Trip code fields are empty after save.

  • Confidence button

  • spring not working on MacOS. Now RGeo/Proj is warmed up at initialization time

  • Combination preview label in New combination task

  • Smart selector is not refreshing after save #2468

  • Group and formation fields in comprehensive task

  • Changed date label #2473

  • Warning message persists when date exists in User facet #2480

  • Collection Object TODO List Task does not append right identifier number #2486

  • Loan item checkboxes reset when loan items “Updated” #2492

  • Loan item “select/deselect all” buttons missing after vue 3 migration #2493

  • Checkbox unbinding is not synced with update in Loan task #2495

  • Filter collection objects shortcuts

  • Fix identifier update in new type specimen task

  • Radial menus are inheriting CSS properties in some cases #2505

  • Taxon determinations list in comprehensive task

0.19.6 - 2021-08-20


  • New namespace task #1891

  • Taxon determination list lock button in comprehensive task #2088

  • Add elevation accuracy parsing for verbatim labels #2448


  • Date fields order in comprehensive task

  • Auto advance date fields in comprehensive task

  • Changed checkbox label sortable fields to reorder fields #2442

  • Modified behaviour of Source autocomplete and pattern for limiting results

  • Removed deprecated Travis CI files.


  • Source autocomplete exact ID was not prioritized and/or skipped

  • Keyboard shortcuts modal reopens when closing help #2436

  • Title attribute contains html tags on citations in browse OTU

  • Increment identifier in CO editor keeps number of leading zeros, changing length of number #2435

  • Collecting event lock in comprehensive task

  • Georeferences are not locked with collecting event #2449

  • Elevation not being parsed from labels properly #2447

0.19.5 - 2021-08-18


  • Content smart selector

  • Biological association list lock button in comprehensive task

  • Dynamic shortcuts for radial annotator and radial object. Shortcut is the first letter of the slice


  • Replaced panels with modals in Content editor task

  • Soft validation panel in new type specimen task

  • Replaced create predicate with link to project attributes customization page in custom attributes section #2426

  • Editing from Browse Collecting Event now redirects to Collecting Event task.


  • Create georeference from verbatim does not take uncertainty into account #2421

  • Cannot edit Georeference uncertainty in New collecting event task #2420

  • Georeference edit/delete button does not show up immediately on creation #2422

  • Unable to create a type specimen with an existing collection object

  • Catalog number is not updating after selecting another type specimen

  • Duplicate verbatim georeference on generate label in New collecting event and comprehensive tasks [#2427]

  • Biological association list persist after save and create a new collection object in comprehensive task

  • Comprehensive specimen task reset button adds false history entry in browser #2432

  • Whitespace chars in label preventing georefs to be properly parsed #2415

  • Rubocop broken settings

  • Extra semicolon in collecting event label when verbatim locality is blank

0.19.4 - 2021-08-13


  • Geographic areas not scoped in Georeferences pane until georeference added #2408

  • Georeference from previous collecting event shows up on new collecting event #2411

  • Fix biological associations in comprehensive form

  • Removed events for links in radial navigation #2412


  • Storage for PDF viewer

0.19.3 - 2021-08-10


  • Added soft-validation for loan if no docummentation

  • Added validation on 5 date fields in the loan, setting the priority of events.

  • Added search on alternative title in the Sorce autocomplete

  • Pdf icon in citation by source

  • Cancel function for http requests

  • Edit mode for contents in Quick forms #2385

  • Soft validation for collection object, type material, biological association, georeferences and taxon determinations in comprehensive task [#2396]

  • Pinned icon for images in radial annotator #1919


  • Biological association link_tag entities not metamorphosized #2392

  • Updated sorting for sources in autocomplete. Sources used in the same project are prioritized

  • Updated sorting for people in autocomplete. People used in the same project are prioritized

  • Autocomplete in Interactive key task

  • Copy and clone option in Matrix Row Coder

  • Edit biological associations form, broken HTML and fields incorrectly mapped #2370

  • Hidden pin and lock icons in asserted distribution quick form

  • biological_association_link helper

  • Confidence button

  • Dynamic rows/columns are not destroyable #2375

  • Asserted distribution edit view #2371

  • Missing citation and soft validation icons in New asserted distribution task

  • Typo preventing labels listings from working

  • Refresh summary in data view after use radial annotator

  • Collecting event soft validation in comprehensive task #2091

  • Missing param for BibTex #2397

  • Citation source not added to project if already in another project

  • Incorrect TypeMaterial type type validation for ICN #2378


  • Biological association links now link to subject, association (click middle) and object

  • Sort property, name to cached in Filter nomenclature #2372

  • Replaced property verbatim_author to cached_author_year for csv download #2373

  • Refactor notification code, replaced jQuery for js vanilla

  • Keyboard shortcuts code, replaced jQuery with vanilla JS

  • Pinboard code, replaced jQuery with vanilla JS

  • Annotations code, replaced jQuery with vanilla JS

  • Dropzone timeout #2384

  • Edit link redirect to new collecting event task #2387

  • Edit link redirect to comprehensive specimen digitization #2394

  • Add source to project when tagged #1436

  • Updated Ruby gems and Node packages

  • Updated ruby gems

0.19.2 - 2021-07-27


  • OriginRelationship display in Browse collection object #2362

  • Accession/Deaccession section in Collection object match task #2353

  • Similar objects section in MRC

  • Soft validation in Edit/new matrix task

  • Update download form [#2335]

  • Check and question icons


  • Upgraded from Ruby version 2.7.3 to 2.7.4

  • Updated ruby gems

  • Object validation component


  • Autocomplete in Interactive key task

  • Copy and clone option in Matrix Row Coder

  • Edit biological associations form #2370

0.19.2 - 2021-07-27


  • OriginRelationship display in Browse collection object #2362

  • Accession/Deaccession section in Collection object match task #2353

  • Similar objects section in MRC

  • Soft validation in Edit/new matrix task

  • Update download form [#2335]

  • Check and question icons


  • Upgraded from Ruby version 2.7.3 to 2.7.4

  • Updated ruby gems

  • Object validation component


  • Help plugin

  • Original relationships in Collection object quick form

  • CO Quick forms in comprehensive specimen digitization #2354

  • Biological associations in OTU quick forms

  • Update type species in new taxon name task

0.19.1 - 2021-07-15


  • Autogenerated description for OTU based on observation_matrix

  • Description section in Browse OTU

  • observation_matrix_id param in Browse OTU task

  • Description in Matrix row coder


  • Update per value from 5 to 500 in citations controller #2336

  • Updated ruby gems

  • Upgraded biodiversity gem to 5.3.1 (uses named params)


  • Show selected options for biological associations in comprehensive specimen digitization task #2332

  • Option to hide “Attributes”, “Buffered”, “Citations” and “Depictions” sections in comprehensive specimen digitization task #2333

  • Missing fields in comprehensive form

  • Fields not showing in “original combination and rank” section in New taxon name #2346

0.19.0 - 2021-07-08


  • Added new ICZN status: Invalid family group name due to synonymy of type genus replaced before 1961

  • Edit image matrix and view image matrix in observation matrices dashboard

  • WTK component in comprehensive digitization form #2245

  • Add invalid relationship checkbox on clone button in New taxon name task #2171

  • Download PDF button for documents in New source task #2102

  • Padial annotator for sources in New asserted distribution task #2105

  • Radial annotator for references in Browse Nomenclature/OTU tasks #2103

  • Depict person in New image task #2321

  • Move to person option for Depictions slice in Radial annotator

  • Sort by nomenclature in edit/new observation matrix task #1748

  • Added authors facet in Filter nomenclature task

  • Citations panel for Collection object section with lock option in comprehensive specimen digitization task [#2328]


  • Updated ruby gems

  • Migrate Vue 2.6 to Vue 3.1.4

  • geographic_area_ids to geographic_area_id in collection objects controller

  • Manage synonyms display only one level children in New taxon name #2213

  • Filter status and relationships according nomenclatural code in Filter nomenclature task #2157

  • User facet data range now allows to search for both criteria (updated_at, created_at) #2317


  • Updated author string for botanical names

  • Timeline rendering error in Browse OTU

  • Fix wildcard by attribute in Filter collection object

  • Confidences modal height in radial annotator #2304

  • Fix empty search in Filter collection objects

  • Clean documents list on reset in New source

  • Missing hexagon soft validation in comprehensive specimen digitization task

  • Match by collection object is and tag creation in Collection object match

  • Destroy container when all other objects in container are deleted #2322

  • Clicking on “Tag” in Filter collection objects does not add tag #2323

0.18.1 - 2021-06-09


  • Params for /api/v1/images/ #1906

  • Params referenced in /collection_objects to /collecting_events

  • /api/v1/taxon_name_classifications/ endpoint #2276

  • /api/v1/taxon_name_relationships/ endpoint #2277

  • TaxonName cached_is_valid boolean, takes into account Relationships and Classifications

  • Status to TaxonName autocomplete #2086

  • otu_filter param to interactive keys task

  • Radial annotator in New extract #2272


  • Fix for author string for unjustified emendation

  • Scope has_many related data to project properly #2265

  • Refresh event for smart selectors #2255

  • Edit type material in comprehensive form #2253

  • Reset selected ids on new search in observation matrices dashboard

  • Tiff images are not render on image viewer

  • Removed reachable byebug call

  • Protocol not displayed after select it #2279

  • image aspect ratio in Transcribe depiction trask #2273


  • Unify Task Collecting Event filter look/feel #2203

  • Params to /taxon_name_relationships, see #2277

  • CoL Data Package scoping updates

  • Removed incompatible identifier object type check for Identifier filter concerns

  • Unified some CollectingEvent filter param to singular pattern (collector_ids, otu_ids, geographic_area_ids)

  • Plural params for identifiers API endpoint merged to array single form. e.g., identifier_object_ids[]=47&identifier_object_ids=2232 => identifier_object_id[]=47&identifier_object_id=2232. #2195

  • Updated Ruby gems and node packages

  • that_is_valid scope now references cached_is_valid #2242

  • that_is_invalid scope now references cached_is_valid #2242

  • calculated_valid replaces that_is_valid #2242

  • calculated_invalid replaces that_is_invalid #2242

  • remove unused TaxonName#cached_higher_classification

0.18.0 - 2021-05-14


  • Added destroyed_redirect to object radial JSON

  • “Not specified” facet to Filter nomenclature #2226

  • New extract task interface #1934

  • citation experiment /api/v1/cite/count_valid_species?taxon_name=Pteromalus #2230

  • jsconfig.json for Visual Studio Code

  • Image matrix viewer in Image matrix

  • Image matrix button in observation dashboard task

  • Image matrix link in Interactive keys task

  • Export scss vars to javascript

  • Pagination count in Filter nomenclature

  • OTU depictions column on view mode in Image matrix task

  • Grid table component

  • SVG Icon component

  • OTU depictions draggable in image matrix

  • Observations depictions in Browse OTU

  • Ctrl/Alt + V shortcut for New Collecting event in Comprehensive task #2248

  • Zoom button in comprehensive form


  • CollectingEvent autocomplete/object_Tag only shows verbatim lat/long

  • Removed allow_destroy from object radial JSON

  • Made returning count from /controlled_vocabulary_terms optional # @jlpereira Potentially UI breaking check for use, and add &count=true to request if required

  • Removed quantification fields from Extract

  • Warning message on nuke action in Grid digitize task #2229

  • Upgraded from Ruby version 2.7.2 to 2.7.3

  • Upgraded to Node 14 LTS

  • Updated Ruby gems and Node packages

  • node-sass to dart-sass

  • Refactor image matrix edit table

  • Webpack configuration to export sass vars

  • Images size in image section on Browse otu


  • JSON for geographic area parents (no parent raise)

  • Hide soft validation section if is empty in New collecting events task

  • 404 error when deleting records from data interfaces #2223

  • Rank order on New combination preview

  • Redirect after destroy a combination #2169

  • Drag and drop depictions in Image Matrix

  • Georeference error message in comprehensive task #2222

  • Number of uses not displayed in Uniquify people task #2219

  • SVG Image box in comprehensive [#2262]

0.17.1 - 2021-04-30


  • Moved endpoints to own model file

  • Permit params on client side

  • OTU picker on new observation matrix #2209


  • Frame overlaps in interactive key task #2202

  • Parse coordinate characters on comprehensive and new collecting event tasks

  • Hide row/column panel on new observation matrix

  • Soft validation section is always visible #2211

  • Ambiguous column problem in query for previous/next collecting event navigation.

  • Merge people count #2218


  • Replaced 1KB minimum image file size restriction with dimensions check (16 pixels minimum each) #2201

  • Switch selector on new observation matrix

  • Increment pdf filesize to 512MB #2212

  • Updated gems and npm packages

0.17.0 - 2021-04-23


  • Adds SoftValidation component with fix buttons, and wrench (goto fix) links #207

  • Database index on Identifiers#cached

  • Tests for base #next/#previous #2163

  • create_backup_directory flag to create backup directory if it does not exist for taxonworks rake tasks requiring backup_directory.

  • Edit inline options on edit/new loan task #2184

  • Shortcut legend on new taxon name task

  • Help tip and placeholder for definition in Manage controlled vocabulary task #2196


  • Bad project_token to API should not raise

  • Descriptor::Qualitative destruction destroys rather than raises when character states unused.

  • Previous navigation #2163

  • Documenting source doesn't add source to project #2172

  • Added missing params biocuration_class_ids and biological_relationship_ids to collection_objects_controller filter params. [skip-ci]

  • incorrect author string for misspelled combination is fixed

  • Missing data migration for ObservationMatrixColumnItem::SingleDescriptor to ObservationMatrixColumnItem::Single:Descriptor

  • Show observation matrices count on radial object #2158

  • Overflow on New observation matrix #2168

  • Clear geographic area after reset #2174

  • PK sequence not set up properly on project export

  • Local identifiers' cached values not being updated when updating namespace #2175

  • Uncertainty sign not populating in label #2109

  • Pressing the reset button doesn't reset the by attribute facet in Filter collection object [#2180]

  • Fix routes in edit/new observation matrices task #2198


  • Refactor SoftValidations and params including specs #1972

  • Removed legacy non TaxonWorks agnostic import rake tasks (moving to their own repos)

  • Updated script predicting masculine, feminine and neuter species name forms

  • Changed how GeographicArea#find_by_lat_long is built (UNION, not OR)

  • Changed TaxonName string for superspecies names

  • Updated y18n node package to version 4.0.1 #2160

  • Replaced Canvas for SVG radial menu

  • Close radial object after select a matrix on observation matrices slice #2165

  • Radial menu slices position

0.16.6 - 2021-03-26


  • Community stats for /api/v1/stats #2061

  • Add by-project param for /api/v1/stats #2056


  • browse_otu_link handles nil #2155

0.16.5 - 2021-03-25


  • softvalidation fix for transfer of type species into coordinate subgenus

  • Link from Browse colleciton object to Browse OTU for current OTU det #2154

  • Collection object filter params for preparation and buffered fields #2118

  • Added soft_validations and fixes for coordinate name citations and roles.

  • /collection_objects/123/navigation.json route/view

  • Determination, OTU and repository smart selectors on New image task #2101

  • Georeferences coordinates in label generate on New collecting event #2107

  • Lock buttons on New image #2101

  • Open PDF slider in all tabs #2106

  • TaxonName autocomplete by internal id

  • bind alt/ctrl + f to focus the search autocomplete #2132

  • Annotations on Browse nomenclature

  • Collectors facet on Filter collection objects task

  • Preview use panel on Manage controlled vocabulary #2135


  • Renamed -otus_redirect to browse_otu_link

  • Updated Protonym.list_of_coordinate_names query. It helps for soft validation.

  • Nexus output file was modified to present full name of the of the taxon. TNT export was not changed.

  • Lock background color #2112

  • sortArray function now return a natural sort

  • Open confirmation modal and focus new button on New taxon name

  • Next and previous links for id and identifier on comprehensive task [#2134]

  • Determiner facet on Filter collection objects task

  • Updated gems (bundle update without altering Gemfile)


  • updated softvalidation for non binomial names

  • updated label for species-group rank TaxonName

  • Compute print column divisions with barcode style labels #1993

  • Object tag for TaxonNameRelationship inverted #2100

  • Collection object filter, collecting event related params were not being passed #1807

  • Collection object filter with/out facets, in part #1455

  • CoLDP missing values for names without original combinations #2146

  • Multiple parent OTUs via parent_otu_id raised in CoLDp export #2011

  • Not being able to get pinboard items on some circumstances

  • Request-URI Too Large loading georeferences on Browse OTU

  • Tab order near parent when name is pinned #2130

  • Spinner in distribution section on Browse OTU

  • Destroying a container goes to 404 page #2133

  • Missing Determiner param #2119

  • Refresh status and relationship list on rank change #2010

  • Remove map shapes after reset form on Filter collection objects

  • Disabled Create georeference from verbatim button when latitude and longitude are not available #2152

  • Fix create determinations and biocurations before turn off the spinner #1991

0.16.4 - 2021-03-09


  • Multiple presnece/absence params for collection objects filter #2080

  • Buffered field facets for collection object #1456, #1835

  • Filter collection objects by determiner (Person) #1835

  • Tag smart selector on create collection object in New collecting event task #2066

  • Year field on person source in new source task

  • Create new biocuration and in relationship links in filter collection object

  • Determiner in filter collection object

  • HEIC image format support

  • PDF drop box on new source task #2094

  • Confirmation modal to clone source #2099

  • Smart selector on attributions in Radial annotator #2081


  • Soft validation scope for AssertedDistributions not scoped to taxon #1971

  • Uniquifying 2 people attached to the same source raises #2078

  • Render Source::Human cached with year, udpate citation_tag #2067

  • Qualitative states in matrix row coder order correctly #2076

  • Better source cached filter wildcards #1557

  • Observation matrices hub link #2071

  • Refresh button component #2085

  • Update comprehensive url #2096

  • /units.json called 2x #2089

  • Edit error radius of a georeference in new collecting event task #2087

  • Previous and next navigate navigation links #2039


  • Now using ImageMagick 7 instead of 6

  • Production and development docker images are now based off a single base image

  • Development docker environment uses rvm instead of rbenv (matching version manager that has been used for production)

  • Updated npm packages

0.16.3 - 2021-02-26


  • Additional date recognition format in date RegEx

  • Pagination on Browse Annotations #1438

  • New combination for subgenus #748

  • Warn about unsaved changes on Accession metadata #1858


  • eventDate/eventTime output format not being ISO8601-compliant #1939

  • Some value label in Filter sources

  • Dropzone error message

  • Redirect to Image Matrix on OTU Radial #2033

  • Race condition problem when generating dwc_occurrences indexing


  • Pagination in Filter sources

  • Replaced geckodriver-helper with webdrivers gem

  • Improvement sort table on collection object, source and nomenclature filters

0.16.2 - 2021-02-18


  • Additional date recognition format in date RegEx

  • Fields with/out some value facet for Source filter #2023

  • Keyword params to TaxonName API

  • Adds database index to Sour title, year, author

  • Keyword and/or logic in Tag facets (throughout) #2026, #2032

  • /ap1/v1/stats endpoint #1871

  • papertrail.json?object_global_id=

  • Quick label on collection object quick form #2003

  • Lock biological relationship in radial object [#2036]

  • Confirmation popup to delete a type material in comprehensive

  • Tag facet to filter nomenclature #2047


  • Checkmark on verbatim should visible only

  • Updated gems (bundle update without altering Gemfile)

  • Updated node packages (npm update without altering packages.json)

  • Changed verbatim author for cached_author_year in filter nomenclature

  • Keywords styled after choice in Tag facet

  • Keywords removed from all list after choice in Tag facet


  • Model LoanItem - Tagged batch adds tag, not object #2051

  • Prevent non-loanable things being loaned #2043

  • ancestors param properly permitted TaxonName api/filter

  • TaxonName#name allowed spaces #2009

  • Fix help tip of pinboard navigator shortcut

  • Generate label button #2002

  • Save collectors in new collecting event task #2016

  • Fix image viewer on filter image task

  • Image caption modal size #2030

  • Set created loan object #2042

  • Refactor edit load items #2044

0.16.1 - 2021-01-26


  • Missing depiction_object_type on New image task #1995

  • Sort case-insensitive #1985

0.16.0 - 2021-01-25


  • New collecting event task #1530

  • “Quick” collection objects options from new collecting event task

  • New WKT georeference inputs

  • Auto-georeference and date Collecting Events by depicting images with pertinent EXIF data

  • Route linting specs

  • Generate label (alpha), pastes values into print label input

  • Collecting event navigation options (next/previous with/out <many things>

  • Nested_attributes for Labels

  • Collection object/and collecting event navigation options/bridges

  • /collecting_events/preview?<filter_params> a preview look for brief tables

  • Subclasses for labels:Label::QrCode, Label::Code128

  • Include rqrcode, barby for barcode rendering

  • Add label attribute to Label JSON response that renders QR code

  • Add accommodation for printing pages of barcode-based labels

  • Add Georeference::Wkt an anonymous WKT based georeference assertion

  • Add option to disable name-casing when Person is created from /people/new #1967

  • Full CASTOR (taxon names batch load) example template, CASTOR preview notices

  • New ICZN class added: NoDiagnosisAfter1930AndRejectedBefore2000 for family-group names

  • Add image attributions, original citation and editor options in image viewer #1978

  • Browse current OTU button in Browse OTU


  • Moved buttons in collecting event on comprehensive task #1986

  • Improved collecting event status in smart selector on comprehensive digitization

  • Some tasks route names were “malformed” and renamed

  • ENV variableTAXONWORKS_TEST_LINTING=true must now be true, not anything, to trigger linting specs

  • Setting Identifier#cached uses a build getter to enable Label building

  • Georeference validation requires CollectingEvent (enabled by proper use of :inverse_of)

  • Tweak to how pinned? is calculated trying to eliminate database calls

  • Minor cleanup of batch preview layouts

  • Changed softvalidation message for names being on Official ICZN lists

  • Fetch codecov, seedback and closure_tree gems from RubyGems.

  • Updated gems (bundle update without altering Gemfile).

  • Remove no_leaves= true from taxon name on filter images task #1953

  • Turn off autocomplete feature on vue autocomplete #1956

  • Limited CoLDP exports runtime to 1 hour and 2 attemps.

  • Turn off autocomplete on new taxon name task

  • Replaced display name attribute for object_label in parent autocomplete on New taxon name task

  • Filter task by name only [#1962]

  • Search geographic area by verbatim coordinates on new collecting event

  • Show coordinates from verbatim georeference

  • Parsed verbatim label to fields

  • Parsed EXIF coordinates to verbatim fields

  • Changed autocomplete label #1988

  • Using newer biodiversity gem from official source

  • Updated gems (bundle update without altering Gemfile)


  • CoLDP [sic], errant chresonym, and basionym ids for misspellings

  • Loan items reference proper housekeeping in table

  • Line links of batch-preview results

  • broken API download link for exported references #1908

  • removed BASIS task stub #1716

  • /api/v1/notes project scoping #1958

  • is_community? reporting false for some models without project_id

  • New source after cloning not display changes on authors / editors lists

  • Edit taxon name firing multiple updates when updating gender #1970

  • Correct image size on image viewer

  • Save pages before clone person on new taxon name #1977

  • Correct count display of attributions #1979

  • Uncheck collecting event option #1980

  • Trip Code/Identifier not visible in header of Edit collecting event #1990

0.15.1 - 2020-12-14


  • Person can not be active for > 119 years

  • Show buffered values in Task - Browse collection objects #1931

  • Default pin button on Uniquify people task

  • Checkbox to Select/unselect all match people on Uniquify people task #1921

  • Pixels to centimeter on new image task


  • Clean timeline display in Task - Browse collection objects

  • db:seed displays password for created users and adds admin to Default project #1913

  • Start date needs to be set before set end date on Housekeeping facet

  • Bump node package ini from 1.3.5 to 1.3.7


  • CVT smart selectors/pinboard scope broken #1940

  • Image filter ancestor_id was to be taxon_name_id or taxon_name_id[] #1916

  • Bad Image select_option sort #1930

  • Housekeeping filter params now less restrictive #1920 PENDING UI TEST

  • ShallowPolymorphic called in .json form #1928

  • Documentation of param names, examples, for the “CASTOR” taxon name batch load #1926

  • tw:db:load task not handling settings reliably. #1914

  • Set pulse attribute true on radial annotator for object with annotations on data views and Browse nomenclature task

  • Invalid attribute :note in Note API result view.

  • Malformed PDF exception handling in Document model.

  • Clipboard copy shortcut

  • Source hub link on Citations by source task

  • Clean content editor after change a topic

0.15.0 - 2020-11-30


  • Export project database task #1868

  • Additional collecting methods recognized from the collecting event label

  • Added content filter, API endpoints #1905

  • New greatly simplified controller concern ShallowPolymorphic for handling link b/w shallow routes and filters

  • Note filter improvements, specs, new params, API exposure [#XXX]

  • person#sources has_many (very slight potential for issues)

  • Multiple new people filter params, see lib/queries/person/filter.rb #1859

  • People can be Tagged

  • Added image filter #1454

  • Added image smart selector #1832

  • Added pixels_to_centimeter to images #1785

  • PENDING TEST - API - sort (with classification, alphabetical options) to /taxon_names #1865

  • Taxon determination, citations and collecting event information in specimen record on browse OTU

  • Serial facet on filter sources

  • Pulse animation for radial annotator #1822

  • OTU column in asserted distribution on Browse OTU #1846

  • Radial annotator on Uniquify people task

  • History title on Browse nomenclature

  • otu_ids param on Image matrix task

  • Open image matrix button on Interactive keys task

  • Citations on image response

  • View mode on image matrix

  • Lock view option for smart selector

  • Sortable option to lock column/rows on edit/new observation matrix task #1895

  • Media Descriptor support on Matrix Row Coder #1896

  • Free Text Descriptor support on Matrix Row Coder #1896

  • Search source on New source task #1899

  • Link to Browse OTU on New asserted distribution task #1893

  • Link to Browse OTU on comprehensive specimen digitization #1889


  • Potential issue (may be others) with CoLDP raising in the midst of large exports

  • People filter role + name #1662

  • Fix family synonym validation [#1892]

  • Fix matrix view row order #1881

  • CVT view helper bug with predicates

  • Fixed database seeding bugs.

  • Fixed display problem of OTUs without taxon name on Browse OTU

  • Edit asserted distribution on quick forms

  • Reference overflow on Browse nomenclature

  • Date requested filled automatically #1872

  • Remove collecting event on comprehensive specimen digitization #1878

  • Loan smart selector DB query.

  • Label overlap on menu on observation matrices view #1894

  • Remove repository on comprehensive specimen digitization #1897


  • change the order of TaxonName softvalidation to bring the duplicate message on the top

  • tweaked CoLDP reified id concept and use

  • removed most_recent_upates from Content params

  • removed /contents/filter.json endpoint, use /contents.json

  • Deprecating Concerns::Polymorphic for ShallowPolymorphic, in progress, see Notes controller

  • Note filter params query_string => text, note_object_types[] => note_object_type[], note_object_ids[] => note_object_id[], added corresponding non-array versions

  • Moved levenshtein_distance to Query for general use

  • Remove people/123/similar endpoint (used /index)

  • Person filter person_wildcards is person_wildcard

  • Person filter behaviour vs. levenshtein_cuttof

  • cached_valid_taxon_name_id updated for combination after valid status is assigned.

  • updated soft validation for 'Uncertain placement'

  • [sic] changed to (sic) for misspelled bacterial names

  • Additional date and geographical coordinate formats added to the Verbatim label RegEx parsers

  • Observation matrix could be resolved without observation_matrix_id, only with otu_filter

  • Running rake db:seed without user_id/project_id is now possible.

  • Disabled hamburger menu when no functionality behind it on Browse OTU #1737

  • No longer needed set user on User facet in filters

  • Autocomplete label for original combination on New taxon name task

  • Changed “n/a” to combination label on Browse nomenclature

  • Create original citation in image matrix task

  • Autocomplete list style

  • Edit button color on type material species task #1898

  • GitHub Actions used as main CI/CD provider

  • Updated vulnerable node packages #1912

0.14.1 - 2020-10-22


  • API - type to /roles/:id

  • API - year to /taxon_names

  • API - include_roles param to /people

  • API - taxon_name_author_ids[]=, taxon_name_author_ids_or params to /taxon_names

  • API - collector_ids[]=, collector_ids_or params to /collecting_events

  • Shape on asserted distribution list #1828

  • Row filter on Interactive keys task

  • Interactive keys and image matrix buttons on observation matrix dashboard


  • Wrong param attribute in topic smart selector on radial annotator #1829

  • Show repository on Browse OTU

  • Enable search after fill collecting event fields #1833

  • Missing geo_json param on geographic_area request #1840


  • Exclude Roles from response from /api/v1/people by default

  • Increased max_per_page to 10000

  • Random words clashes mitigation: Project factory names made longer and Faker unique generator is reset only between specs instead of before each test.

  • Removed pages field on topic section

  • Improved verbatim date parsing

  • Georeference scope over geographic area scope #1841

0.14.0 - 2020-10-16


  • Added additional date recognition format for RegEx

  • Added OTU filter in the interactive key API

  • Collecting Event API endpoints

  • Collection Object API endpoints

  • Biological Assertion API endpoints

  • Asserted Distribution API endpoints

  • New Otu API params

  • People filter API endpoints #1509

  • Identifier filter API endpoints #1510

  • Source filter API endpoints #1511

  • New Interactive Key task #1810

  • New model for matrix based interactive keys which produce JSON for the Interactive Key task #1810

  • weight field to descriptor

  • Ancestors facet on filter nomenclature #1791

  • TW_DISABLE_DB_BACKUP_AT_DEPLOY_TIME env var to disable built-in backup functionality at deploy/database-update time.

  • Display coordinate type specimens #1811

  • Changed background color header for invalid names on Browse OTU

  • Taxonworks version in header bar when not running in sandbox mode


  • Fixed radial navigator broken for some data #1824

  • Fixed IsData position #1805

  • Collecting event object radial metadata settings

  • Webpack resolved_paths deprecation warning

  • Missing /otus/:otu_id/taxon_determinations route

  • tw:db:restore task not picking up database host settings

  • Create citation on new combination without pages

  • Param descriptor id on new descriptor task #1798

  • Filter by user on filter nomenclature #1780

  • Optimized selector queries for Loan model


  • Fix original author string for Plant names

  • Additional date format added for date recognition RegEx

  • Removed some attributes from api/v1 endpoints to simplify responses

  • type_materials/:id.json includes original_combination string

  • CoLDP references are full cached values, not partially passed

  • Combination nomenclatural code inference drawn from members, not parent

  • Some nomenclature rank related simbols moved to constants

  • Load Images for coordinate OTUs #1787

  • Extended New Image task upload timeout from 30 seconds to 10 minutes

  • Updated rgeo-proj4 gem

0.13.0 - 2020-09-22


  • Removed forced dependency on google-protobuf gem

  • Updated gems

  • Browse OTU page unifies coordinate OTUs for Asserted Distribution and Biological Associations #1570

  • Handling for new unicode minutes, seconds symbols #1526

  • Descriptor object radial paths

  • Many specs related to dynamic observation matrix items

  • Improvements to Descriptor autocomplete labels #1727

  • Added rake tw:maintenance:otus:missplaced_references #1439

  • Pdf viewer button on Documentation and Source views #1693

  • Spinner for when converting verbatim to bibtex #1710

  • Set OTU in determination when otu_id param is present on comprehensive task

  • “Create georeference from verbatim” button in Parsed column on comprehensive task

  • Sortable order for Type material, Biological association and Determinations on comprehensive task

  • User facet on Filter nomenclature task #1720

  • Pagination on Filter noemnclature task #1724

  • Biological associations filter on Browse OTU


  • AssertedDistribution filter otu_id and geographic_area_id can now also take array form, e.g. otu_id[]=

  • Preload all CSL styles via fixed constant, increasing boot speed #1749

  • Return value format for Utilities::Geo.distance_in_meters changed from [Float] to [String]

  • Data migration updating all type column values for matrix row/column items

  • Tweaked JSON attribute response for matrix rows and columns very slightly

  • Updated observation item types to properly nest them, inc. all downstream changes (Factories, etc.)

  • Unfied matrix hooks in various places

  • Updated some matrix related routes to point to tasks

  • Updated respec matrix tag to observation_matrix

  • Methods that write to cached should not fire callbacks, potential for #1701

  • Using custom geckodriver-helper for Firefox 80 support

  • Override browser shortcuts on task hotkeys #1738

  • Biological associations section on Browse OTU

  • TW now supports Postgres 12 #1305

  • Replaced biodiversity with custom gem repo using IPC with gnparser processes

  • Updated gems

  • Character “΄” also accepted as minute specifier in coordinates parsing.


  • Fixed LOW_PROBABILITY constant message

  • Matrix rows/items prevent OTU (and collection object) from being destroyed #1159

  • Scope of dynamic taxon name row item #1747

  • Processing of values (in distance_in_meters) to limit significant digits of results of unit conversions. Decimal degrees not affected at this time. #1512

  • Character state order not correct in Nexus format #1574

  • Not able to destroy matrix rows or matrices #1520, #1123

  • Dynamic observeratoin matrix items not properly scoped/behaving #1125

  • Destroy pdf pages before create new ones #1680

  • Serial multiple updates did not update bibtex author field #1709

  • Fix (likely) for pinboard items failing to remove #1690

  • Better response for failed collecting event cloning #1705

  • Cleaned up deprecated biological associations graph autcomplete #1707

  • Colliding namespace method for identifiers breaks identifiers list #1702

  • Graceful failed serial destroy response #1703

  • Restored Show -> edit link #1699

  • Enable search button after pick a collecting event date on Filter collection objects task [#1728]

  • Misppeling collecting_event_ids parameter [#1729]

  • Non-original combination authorship lacking parentheses #1686

0.12.17 - 2020-02-02


  • Successfull source destroy message

  • Pending - Definition field to BiologicalRelationship model and views #1672

  • New button to (attempt to) convert verbatim sources to Bibtex via Crossref

  • Model methods and attribute to change Source Verbatim to Bibtex #1673

  • DOMPurify package to sanitize html

  • List all Keyword and Topics in smart selector on filter source #1675

  • Added data links tool in markdown editor (Ctrl/Alt-Shift-L) #1674

  • Definition field on composer biological relationship task #1672


  • Unified can_destroy/edit methods

  • Improved Source autocomplete with metadata/markup #1681

  • Changed CoLDP download to use Catalog::Nomenclature as name source

  • Replace SimpleMDE for EasyMDE

  • Sort alphabetically bibliography style list on filter source

  • Removed limit of download bibtex on filter source #1683

  • Disable/enable destroy button from metadata on radial navigator #1696


  • Non admins not able to destroy shared data #1098

  • Pending confirmation: Include original combinations in CoLDP #1204

  • Pending confirmation: Include forma/variety properly in CoLDP #1203

  • Docker: Fixed path typo on clean up command

  • Tag button on filter source #1692

  • Overflow in taxon names list in new taxon name #1688

  • Confidence button overlapped in new combination #1687

0.12.16 - 2020-08-24


  • Highlight metadata that is not in this project in uniquify people task #1648

  • Locks buttons on grid digitizer task #1599

  • Option to export styled bibliography on filter sources task #1652

  • Edit button in content section on radial object #1670


  • Drag button style on new taxon name #1669

  • Removed SimpleMDE lib from ruby assets and added to npm dependencies

  • Allow taxon name type relationships to be cited #1667


  • BibTex html no longer escaped #1657

  • Some of the elements of the form are not accessible on overflow. #1661

  • Populate masculine, feminine and neuter on gender form #1665

  • Markdown render on Browse OTU #1671

0.12.15 - 2020-08-18


  • Sqed hook initiated with String, not Class #1654

0.12.14 - 2020-08-17


  • Help tips in comprehensive specimen digitization task

  • Help tips in new source task

  • Type section in Browse OTUs task #1615

  • Automatically filter sections by taxon rank in Browse OTUs task

  • Rank string in browse nomenclature

  • Pinboard navigator (Ctrl/Alt + G) #1647

  • Filter by repository in filter collection objects #1650

  • Hotkey for add element to pinboard (Ctrl/Alt + P)


  • Collectors order in comprehensive specimen digitization

  • Losses data of etymology form after set a gender

  • Autocomplete component not encoding query params properly

  • Random RGeo deserialization errors #1553


  • New combination redirect to the valid name #1639

  • Rename comprehensive specimen digitization task card

  • Updated chartkick gem #1646

  • Improved verbatim date and geographic coordinates recognition

  • Improved soft validation messages for coordinated species-group

0.12.13 - 2020-08-04


  • Delete confirmation for original combinations #1618

  • Delete confirmation for type specimens in new type specimen task

  • Check if already exist an asserted combination with the same otu and geographic area in new asserted distribution task #1329

  • Modal on duplicate original citations in radial annotator #1576

  • Soft validations component for citations in radial annotator and tasks #1552

  • Redirect to valid name in browse nomenclature #446

  • sessionStorage for browse nomenclature autocomplete #446

  • Observation matrices in radial object #1527

  • Comprehensive task to taxon name radial #934

  • Map on OTU radial in asserted distribution form #856

  • Pin objects from list in filter sources

  • Checkbox to make document public on list in radial annotator

  • Title legend for “make default” icon in pinboard slide

  • Checkbox to alternative between AND/OR filter for authors in filter sources

  • Lep staged 2 layout for staged images #1635


  • Use amazing_print instead of awesome_print gem

  • Cleanup and add spec basis for nomenclature tabular stats queries

  • Improve/unify image modal #1617

  • Replace repository and source autocompletes for smart selectors in new type material task

  • Changed autosave behaviour in new asserted distribution task

  • Gender list order in new taxon name task

  • Page range soft validation message made less strict

  • Original citation-related UI text

  • Moved taxon name input search to right column in new taxon name

  • Persons autosave in new taxon name

  • Updated elliptic node package. #1632


  • Flip object to subject label on type section in new taxon name task

  • Shapes are possible to drag even if this option is not set up

  • Columns size of georeference table #1622

  • Webpacker host and port bind on docker container

  • Wrong taxon name relationship soft validation message for genera

  • Modal confirmation its not displaying in manage synonyms section #1627

  • Manage synonyms includes combinations #1628

  • Recent and per params in source filter and controller

  • Missing ZIP dependency for docker images

  • Attempting to return geographic areas in OTU smart selector on certain conditions

0.12.12 - 2020-07-22


  • Seeing OTUs in Recent that do not belong to project #1626

0.12.11 - 2020-07-14


  • Type material designations are now grouped by collection object in Browse OTUs (refs #1614)


  • Protonym parent priority soft validation #1613

  • Type specimens count in Browse OTUs task

  • Attempting to update containers as if them were collection objects in Grid Digitizer task #1601

0.12.10 - 2020-07-07


  • Smart selection source on new combination and citations annotator

  • Parsed verbatim label on comprehensive specimen digitization task

  • Soft validation in timeline on Browse OTUs #1593

  • Topic facet in Filter Sources task #1589

  • Counts on type specimen and specimen records sections on Browse OTUs

  • Collecting method parsing in verbatim label text


  • Replaced vue-resource package by axios

  • Disabled parallel upload on new image task #1596

  • Default verbatim fields order on comprehensive specimen digitization

  • Set radius error in verbatim georeference #1602

  • Timeline filter.

  • Missing High classification ranks on classfication autocomplete on new taxon name #1595

  • Date and geo-coordinates parsing improvements

  • Also update cached taxon name fields when Adjective or Participle is selected

  • Repositories and Serials smart selectors' recent entries optimizations


  • Filter collecting events was passing a wrong (changed name) parameters and structure for maps and geographic area

  • Not showing up people list after a crossref source #1597

  • Scroller in georeferences map modal

  • Grid Digitizer task failing to update containerized specimens matched by identifiers #1601

  • Specimen not associate with genus after create it in type section on new taxon name #1604

  • Volume field only accepted numbers #1606

  • Smart selectors not remove the previous selection after press new on New source task #1605

  • Georeference methods latitude returning longitude and longitude latitude

  • Smart selector overrides custom list after lists are loaded #1608

  • Duplicate shortcut, using the same one for comprehensive specimen digitization and clipboard #1612

  • Typo in taxon name relationship soft validation message.

0.12.9 - 2020-07-01


  • Endpoint for verbatim label parsing (dates and geographic coordinates)


  • Display [sic] on misspellings of family-group full taxon names


  • Containerized objects not showing up together #1590

  • Citations by Source task not loading taxon names list #1591

0.12.8 - 2020-06-29


  • Set autofocus on source and geographic area in OTU radial asserted distribution form

  • /otus/123/coordinate.json endpoint - all OTUs coordinate with this one (refs #1585)

  • Autosave on new asserted distribution task


  • Unauthorized json response

  • Better error handle for vue-autocomplete

  • Replaced old method to handle ajax call in all tasks

  • Updated relationships filter param on new taxon name task (refs #1584)

  • ControlledVocabularyTerm model no longer requires SKOS with URI (refs #1562, #1561)

  • Improved sorting of objects in the Browse Nomenclatue task

  • Updated dwc-archive gem to version 1.1.1


  • Topic select_optimized controller method crash

  • Recent list of biological associations not working due to the use of incorrect table

0.12.7 - 2020-06-26


  • Taxon name status and relationships soft validations display in Browse Nomenclature task

  • Interface to select OTUs and create rows in Observation Matrices Dashboard task

  • Autosave system in New Taxon Name task (refs #649)

  • Etymology filter in Nomenclature Filter task (refs #1549)

  • Added new shortcuts for Comprehensive Digitization, New Type Specimen, New Taxon Name and Browse Nomenclature tasks

  • Classification section in New Taxon Name task

  • Spec to test md5 of multi-line verbatim labels (refs #1572)

  • Display classifications alongside relationships in Browse Nomenclature task

  • Add children and add sibling buttons in New Taxon Name task (refs #1503)

  • Link to create new serial on smart selector of New Source tast

  • Semantic section coloration in Browse OTU task (refs #1571)

  • Rank prediction in New Taxon Name task (refs #1054)


  • Optimized recently used geographic area and sources search

  • Improved part of speech and etymology soft validation messages

  • Year suffix and pages are now also used when sorting citations in Browse Nomenclature task

  • Replaced old geographic area smart selector with newer version

  • Swapped 'Masculine' and 'Femenine' positions in New Taxon Name task (refs #660)

  • Replaced uses of find_each with each (refs #1548)

  • Refactored New Taxon Name front end code

  • Display text of some taxon name relationships

  • Autocomplete visible in all tabs of smart selector

  • OTU autocomplete searches now also matches by common names (refs #869)

  • Browse Taxa task renamed to Browse OTU

  • Using unreleased closure_tree code from official repo to address deprecation warning messages

  • “valid by default” no longer displayed when a relationship exists in New Taxon Name task (refs #1525)

  • Improvements in BibTex and New Source task UI

  • Improvements in role picker and smart selectors in Comprehensive Collection Object Form and New Source tasks

  • Optimized some filters for some smart selectors (refs #1534)

  • Smart selector for sources no longer ordered by name

  • Some minor UI tweaks in some places

  • Updated ruby gems


  • Recently used objects code on some models

  • Collection Object Filter task not filternig by type material type (#1551)

  • Forms not being cleared when pressing new on Compose Biological Relationships task (#1563)

  • Not getting the full list of topics when clicking all in Radial annotator -> Citation -> Topic (#1566)

  • Showing name instead of the short name in Radial Annotator -> Identifiers -> Preview (#1567)

  • create button keeps disabled when creating a new citation fails in Radial annotator -> Citation (#1568)

  • Incorrect method call in Match Georeference task view

  • Display of misspellings on taxon name relationships

  • Femenine and neuter names ending in '-or' not being accepted (#1575)

  • Spinner not disabled when entering malformed URIs in Manage Controlled Vocabulary task form (#1561)

  • “–None–” results obscuring buttons until clicking off the record (#1558)

0.12.6 - 2020-06-12



  • Matrix observation filters

  • Full backtrace in exception notification

  • count and several other basic default units to Descriptors #1501

  • Basic Observation::Continuous operators

  • Linked new Descriptor form to Task - New descriptor


  • Updated node packages and changed webpacker configuration

  • Progress on fix for #1420: CoLDP - Name element columns only getting populated for not valid names

  • Made TaxonNameClassification scopes more specific to allow citation ordering (refs #1040)


  • Minor fix in observation matrix dashboard

  • Potential fix for PG::TRDeadlockDetected when updating taxon name-related data

0.12.5 - 2020-06-08


  • Default unit selector for sample character in New Descriptor task (#1533)

  • 'None' option for unit selector in Matrix Row Encoder task

  • New Descriptor units


  • Updated websocket-extensions node package

  • Optimized smart selector refresh

  • Improved removal error message when source is still in use by some project


  • Language selector backend bug

  • Sort by page on Citations by Source task (#1536)

  • Removed duplicate destroy on project sources controller

0.12.4 - 2020-06-05


  • Pagination on New Observation Matrix task

  • Hyperlink to Observation Matrices Dashboard task on New Observation Matrix task (#1532)

  • New deletion warning messages on New Observation Matrix task


  • Renamed New Matrix task to New Observation Matrix

  • Citations are now saved without locking on New Taxon Name task

  • Updated gems (bundle update without altering Gemfile)

  • Several optimizations on recently used objects retrieval for smart selectors


  • Loosing input page numbers when switching tabs on New Taxon Name task

The following versions predate this CHANGELOG. You may check the comparison reports generated by GitHub by clicking the versions below

| <!– –> | <!– –> | | ———- | ———————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————– | | 0.12.x | 0.12.3 0.12.2 0.12.1 0.12.0 | | 0.11.x | 0.11.0 | | 0.10.x | 0.10.9 0.10.8 0.10.7 0.10.6 0.10.5 0.10.4 0.10.3 0.10.2 0.10.1 0.10.0 | | 0.9.x | 0.9.8 0.9.7 0.9.6 0.9.5 0.9.4 0.9.3 0.9.2 0.9.1 0.9.0 | | 0.8.x | 0.8.9 0.8.8 0.8.7 0.8.6 0.8.5 0.8.4 0.8.3 0.8.2 0.8.1 0.8.0 | | 0.7.x | 0.7.4 0.7.3 0.7.2 0.7.1 0.7.0 | | 0.6.x | 0.6.1 0.6.0 | | 0.5.x | 0.5.4 0.5.3 0.5.2 0.5.1 0.5.0 | | 0.4.x | 0.4.5 0.4.4 0.4.3 0.4.2 0.4.1 0.4.0 | | 0.3.x (*) | 0.3.16 0.3.15 0.3.14 0.3.13 0.3.12 0.3.11 0.3.9 0.3.7 0.3.6 0.3.4 0.3.3 0.3.2 0.3.1 0.3.0 | | 0.2.x (*) | 0.2.29 0.2.28 0.2.27 0.2.26 0.2.25 0.2.24 0.2.23 0.2.22 0.2.21 0.2.20 0.2.19 0.2.18 0.2.17 0.2.15 0.2.11 0.2.10 0.2.9 0.2.8 0.2.6 0.2.5 0.2.4 0.2.3 0.2.2 0.2.1 0.2.0 | | 0.1.x | Unreleased | | 0.0.x | 0.0.10 0.0.9 0.0.8 0.0.6 0.0.5 0.0.4 0.0.3 0.0.2 0.0.1(**) (2017-06-01) |

(*) Missing versions have not been released.

(**) Report cannot be provided as this is the first release.