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Version 0.2.0

Release Date: July 2026

Features​

  • Sum Product operation on Entitlement Combination Mapping — evaluate a custom formula per adjustment entitlement and sum the results when combining entitlements during contract amendments
  • Renewal pricing defaults — renewal entitlement lines derive full-term base list price, base unit price, and discount from underlying contract entitlements rather than prorated values
  • Extended formula syntax — custom formulas on Pricing Sets, Pricing Thresholds, Rule Calculation Items, and Entitlement Combination Mappings now support comparison operators and ternary expressions

Improvements​

  • Default discount combination formula now uses SubTotal and Total price fields for accurate weighted discount calculation
  • Field Type and Operation are required on Entitlement Combination Mapping records
  • Shell quotes no longer reuse existing Playbook Answer record IDs during proposal preview
  • Month-based proration correctly includes the final day when the end date falls on a period boundary

Fixes​

  • Corrected month proration calculation when line item end date equals the proration period boundary (end <= topBound)