Sortinghat

**New features:**

* Recommendations for individuals modified after a given date (813)\
Users can generate merge and affiliation recommendations for
individuals that have been created or modified after a date specified
with the `last_modified` parameter.
* Add individual to workspace from their profile page (816)\
A new button on the individual's profile page allows users to save the
identity in the workspace to continue working with it later on the
dashboard.
* Cache individuals table data (821)\
Using cached queries prevents the table from refetching all the data
from the server everytime any information is edited. This is
particularly helpful if there is a huge number of identities, where
reloading the table is very slow. However, there are some cases when
the queries need to be refetched, eg. when identities are merged or
split.

**New features:**

* Strict criteria for merge recommendations (812)\
The merge recommendations filter out invalid email adresses and names
that don't have at least a first and last name when looking for
matches. To disable this behavior, set the `strict` parameter on
`recommendMatches` or `unify` to `false`.
* Text field to update enrollment dates (819)\
Users have the option to enter the dates on a text field when editing
affiliations.
* Improved organization selector (820)\
The organization selector that is used to affiliate individuals now
has the option to create an organization if the desired one is not
found. Its size is also increased to improve the readability of longer
names.
* API method to create a scheduled task\
The `add_scheduled_task` API method adds a new scheduled task to the
registry.
* Manage app settings from the user interface\
Users can configure automatic affiliations, profile unification and
identity data synchronization from the new `Settings` section on the
user interface.

**Bug fixes:**

* Remove tasks that fail to be scheduled\
When there was an issue with the Redis connection when a task was
created, the task was added to the database but there was not
scheduled job linked to it. Tasks are now removed from the database
and an error is raised in this case.

**Dependencies updateds:**

* Add Python 3.9 and drop 3.7 support\
Python 3.7 reached the end of life phase on June 27 2023 and is no
longer supported.

**Bug fixes:**

* Sub-domain affiliation error (805)\
The `affiliate` and `recommend affiliations` jobs no longer recommend
matches based on a domain's sub-domains if it is not marked as
`top_domain`.

**New deprecations:**

* Use the task scheduler to import identities\
Manage periodic tasks to import identities with the `scheduleTask`,
`updateScheduledTask` and `deleteScheduledTask` GraphQL mutations. The
tasks that were already scheduled using the `addImportIdentitiesTask`
mutation are kept when the migrations are applied.

**New features:**

* Job scheduler\
This new feature allows users to schedule jobs, such as `affiliate` or
`unify`, to run periodically. The tasks can be configured, updated and
deleted using the GraphQL API.

**Bug fixes:**

* Show an organization's members\
Repeatedly clicking on the button to see the members of an
organization or team on the table sometimes showed the full
individuals list.

**New features:**

* Merge organizations (571)\
Merging organizations automatically moves all the domains, teams and
enrollments to the target organization. This is helpful in case an
organization has duplicates or if an organization absorbs another one.
Organizations can be merged using drag and drop on the user interface.
* Recommendations by individual (779)\
Users can generate matching recommendations for a specific individual
by clicking on the drop down menu on each individual or on the
individual's profile.

**Bug fixes:**

* Show hidden buttons when the mouse is over the table row (787)\
The buttons to lock an individual or mark it as a bot were only
visible when the mouse wass over the individual's name, which made it
hard to find them. Now they appear when the mouse is over the table
row.
* Email affiliation error (793)\
Fix an error when the email domain ends with a dot, causing the
affiliation process to stop.
* ADD button doesn't affiliate individuals to organizations\
Affiliating an individual to an organization using the "+ ADD" button
on the table expanded view failed.
* Enrollment filter on organizations view\
Filtering individuals by their affiliation to an organization also
returned results of organizations that contained that name. The filter
now only returns organizations that match the exact name.