Release notes

The proper versioning and release of SoSTrades has started with the version 4.0.0.

release v5.3.6

Date 2026-03-13

Feature

Build

  • Updated Petsc (3.23.6 to 3.24.5)

Release v5.3.5

Date: 2026-03-13

Features

Core

  • Removed value analysis feature

BUG fixes

Core

  • Fixed treeview post processing node not showing

Release v5.3.4

Date: 2025-12-16

Features

Core

  • Add parallel mono instance driver (DOE) feature: set the input parameter of the Eval node at Number of Processes (n_processes) > 1

Bug fixes

Core

  • Fixed treeview build when coupling of coupling at root level.

  • fix sum value block discipline

Release v5.3.3

Date: 2025-11-03

Features

Build

  • Updated petsc (3.21.6 to 3.23.6)

  • Updated pyproject.tml for easier installation

Code Quality

  • Added some python annotations and type hints

Dashboard improvements

  • Display a data in dashboard

  • Load default process dashboard

Core

  • Added plotly map chart in post-processing tools

  • Added a value decision module

API V0

  • Added a user API key (in addition to group API key)

Bug fixes

Core

  • fixed display of the treeview with post-processing nodes

API/GUI

  • fixed stand-alone import/export

  • Fixed ontology model documentation

Release v5.3.2

Date: 2025-08-04

Features

Build

  • Improved bundle size by adding dynamic library loading

Read-only mode

  • Added possibility to reload read-only mode in GUI

Library version upgrades

  • gemseo to 6.1.0

Bug Fixes

  • Hotfixed bug with d3-dispatch version upgraded

  • Fixed default size of tables in post-processing

  • Fixed interface diagram display area update on resize

Release v5.3.1

Date: 2025-07-01

Features

Core

  • Variable parameter visibility removed to specify if a variable is ‘shared’, now there is only need to set a namespace to tell if a variable is shared.

Import/Export study

  • Increased max study zip import size to 100MB.

Dashboard feature

  • Added smaller grid scale.

API

  • Grouped some common routes between API V0 and API data with blueprints.

Library version upgrades

Local install

  • scipy from 1.13.1 to 1.13.0

Bug Fixes

Local install

  • Fixed uv command for install scripts in some environments

Release v5.3.0

Date: 2025-06-18

Features

Dashboard feature

  • A new Dashboard feature is now available. A dashboard can be created with study charts, texts and charts section. See the user manual for more information.

Import/Export study

  • There is now the possibility to export a study in zip format and to import this study zip to create a study in stand-alone mode. A study in stand-alone mode is not editable and independent from any model source code change. This way, a study can be imported cross platform.

  • See the user manual for more information.

  • The study read-only files are saved in a new folder location and a migration script is run with the “init_process” flask command.

Core

  • Fixed gather monoscenario outputs when outputs are nested types

  • In dataset import/export, fixed variables that have a point in short name

Library version upgrades

  • pytest-cov from 5.0.0 to 6.2.0

  • pytest-xdist from 3.6.1 to 3.7.0

  • pytest-durations from 1.2.0 to 1.5.2

  • ruff from 0.6.8 to 0.11.13

  • pyarrow from 16.1.0 to 20.0.0

  • PyYAML from 6.0.1 to 6.0.2

  • openturns from 1.23 to 1.24

  • black from 24.4.2 to 25.1.0

  • chaospy from 4.3.15 to 4.3.18

  • cma from 2.7.0 to 4.2.0

  • cvxpy from 1.5.2 to 1.6.6

  • gitpython from 3.1.43 to 3.1.44

  • pycryptodome from 3.20.0 to 3.23.0

  • six from 1.16.0 to 1.17.0

  • psutil from 6.0.0 to 7.0.0

  • PyJWT from 2.8.0 to 2.10.1

  • python-dotenv from 1.0.1 to 1.1.0

  • python3-saml from 1.9.0 to 1.16.0

  • urllib3 from 2.2.2 to 2.3.0

  • click from 8.1.7 to 8.2.1

  • eventlet from 0.39.1 to 0.40.0

  • furl from 2.1.3 to 2.1.4

  • python-keycloak from 5.1.1 to 5.5.1

  • pytz from 2024.1 to 2025.2

  • requests from 2.32.3 to 2.32.4

  • simplejson from 3.19.2 to 3.20.1

Release v5.2.0

Date: 2025-04-15

Features

Python 3.12 Update

  • Migrate from python 3.9 to python 3.12

Important Upgrade Information for Python 3.12

To upgrade your local installation to python 3.12:

  • Clone or pull new version of platforms repository

  • Remove .env folder

  • Run PrepareVenv.py script (it will recreate venv with python 3.12)

Graphical User Interface (GUI)

  • New fullscreen mode

  • Donuts chart

  • Added button to switch to read-only mode from Edition Mode

Library version upgrades

  • numpy from 1.24.4 to 1.26.4

Bug Fixes

  • Fixed read-only mode loading

  • Fixed xmlsec version

  • Fixed ontology discipline import issues

Release v5.1.1

Date: 2025-03-18

Bug Fixes

  • Fixed version for xmlsec to prevent docker build errors

  • Use 0.39.1 release of eventlet to embed hotfix of queue typing

  • Fixed command update read-only mode diagrams

  • Fixed study active at pod start

  • Fixed version.info

Release v5.1.0

Date: 2025-03-10

Features

Core

  • Datasets:

    • BigQuery connector, Arango connector and SoSPickle connector are removed from available open source connectors.

    • New way to register a connector : connector_type is now the module path.

    • Support of Datasets connectors registration for local installation

      Important Upgrade Information for v5.1.0

      • To upgrade to version 5.1.0, you must update your dataset connectors configuration in the sostrades-core sostrades-core\sostrades_core\datasets\datasets_connectors\sample_connectors.json file.

      • If you wish to maintain your dataset connectors connectivity, follow these steps:

      1. Locate your connectors module path.

      2. Update the type according to the new format shown below.

        Old format (pre v5.1.0)
        [
  {
    "connector_id": "json_datasets_connector",
    "connector_type": "JSON",
    "connector_args": {
      "file_path": "./sostrades_core/tests/data/test_92_datasets_db.json"
    }
  },
  {
    "connector_id": "local_datasets_connector",
    "connector_type": "Local",
    "connector_args": {
      "root_directory_path": "./sostrades_core/tests/data/local_datasets_db/"
    }
  },
  {
    "connector_id": "json_V1_datasets_connector_for_witness_coarse_dev",
    "connector_type": "JSON_V1",
    "connector_args": {
      "file_path": "../../models/witness-core/climateeconomics/test/data/datasets/witness_coarse_dev_storytelling_test_dataset_db.json"
    }
  },
  {
    "connector_id": "local_V1_datasets_connector_for_witness_coarse_dev",
    "connector_type": "Local_V1",
    "connector_args": {
      "root_directory_path": "../../models/witness-core/climateeconomics/test/data/datasets/local_datasets_db/"
    }
  }
]
        v5.1.0 Format
        [
  {
    "connector_id": "json_datasets_connector",
    "connector_type": "sostrades_core.datasets.datasets_connectors.JSON_V0",
    "connector_args": {
      "file_path": "./sostrades_core/tests/data/test_92_datasets_db.json"
    }
  },
  {
    "connector_id": "local_datasets_connector",
    "connector_type": "sostrades_core.datasets.datasets_connectors.Local_V0",
    "connector_args": {
      "root_directory_path": "./sostrades_core/tests/data/local_datasets_db/"
    }
  },
  {
    "connector_id": "json_V1_datasets_connector_for_witness_coarse_dev",
    "connector_type": "sostrades_core.datasets.datasets_connectors.JSON_V1",
    "connector_args": {
      "file_path": "../../models/witness-core/climateeconomics/test/data/datasets/witness_coarse_dev_storytelling_test_dataset_db.json"
    }
  },
  {
    "connector_id": "local_V1_datasets_connector_for_witness_coarse_dev",
    "connector_type": "sostrades_core.datasets.datasets_connectors.Local_V1",
    "connector_args": {
      "root_directory_path": "../../models/witness-core/climateeconomics/test/data/datasets/local_datasets_db/"
    }
  }
]

  • Core: New possibility to have display names in archi builders.

API/User interface

  • A study pod is no longer needed to open a study in read-only mode. This mainly improves study opening performance.

Important Upgrade Information for v5.1.0 on your local installation

  • To upgrade to version 5.1.0, and still see visualization diagrams of your existing studies, you can update your already created studies’ read-only mode by running the flask command update_read_only_files_with_visualization:

    flask update_read_only_files_with_visualization

Bug Fixes

  • Fixed Petsc error when loading gemseo addons when there is no PETSC environment variable.

Local installation

  • Updated Developer Manual on ReadTheDoc

Release v5.0.2

Date: 2025-02-14

Features

API

  • Keycloak authorization:

    • Platform authorization access is conditioned to the permissions to access the ‘Default resource’

  • Added study loading at pod start

Graphical User Interface (GUI)

  • Updated Angular version from 15 to 16

  • Fixed error/warning lint

  • Charts:

    • Added a new chart section ‘Key charts’

    • Charts are no longer ordered alphabetically

  • Treeview: show the path to the discipline in error

Core

  • Datasets:

    • Added local repository connector availability in V1

  • Fixed the double execution of MDA + driver + MDA

Local installation

  • Local installation improvements

    • Use uv instead of pip

  • Fixed minor bugs on windows/linux installation

Release v5.0.1

Date: 2025-01-21

Features

Local installation

  • Local installation improvements

    • Added script to start local platform with a small GUI

  • Installation documentation improvements

    • Separated Docker installation procedure

    • Improved wording and organisation of installation pages

    • Improved documentation of new repository addition

Core

  • Added gemseo script execution (MDO & MDA) into SoStrades

Graphical User Interface (GUI)

  • Fixed Download study data button and moved it into the opened study treeview

Other

  • Added pre-commit hook

Bug Fixes

  • Fixed Local Installation script issues

  • SQLite driver foreign key handling activated

  • Minor fixes on GEMSEO compatibility

Library version upgrades

  • python-keycloak from 4.2.0 to 5.1.1

Release v5.0.0

Date: 2024-12-19

Features

Major Upgrade to GEMSEO v6.0.0

  • Updated installation of GEMSEO as a library

  • Native GEMSEO handling of former SoSTrades capabilities (Automatic MDA pre-run)

  • Renamed variables on SoSTrades in coherence with GEMSEO

  • Extensive bug-fixing

  • More robust handling of data (types, exceptions) and algorithm options (pydantic models)

  • Refer to https://gemseo.readthedocs.io/en/stable/software/upgrading.html

  • Small memory increase due to GEMSEO known issue

Bug Fixes

  • Fixed error display in markdown documentation on GUI

Local Installation

  • Improved Linux local installation

Release v4.2.0

Date: 2024-11-21

Features

Graphical User Interface (GUI)

  • Added search bar functionality to export/import dataset notifications

Core

  • Implemented the ability to specify custom colors for bar plots

API

  • Integrated Keycloak provider to handle user authentication

  • Support of SQLite for local installation

Important Upgrade Information for v4.2.0

  • To upgrade to version 4.2.0, you must update your database configuration in the sostrades-webapi configuration.json file.

  • If you wish to maintain connectivity with your existing MySQL database, follow these steps:

  1. Locate the SQL_ALCHEMY_DATABASE and LOGGING_DATABASE sections in your configuration file.

  2. Update these sections according to the new format shown below.

Old format (pre v4.2.0)

"SQL_ALCHEMY_DATABASE": {
  "HOST" : "127.0.0.1",
  "PORT" : 3306,
  "USER_ENV_VAR": "SQL_ACCOUNT",
  "PASSWORD_ENV_VAR": "SQL_PASSWORD",
  "DATABASE_NAME": "sostrades-data",
    "SSL": false
},
"SQLALCHEMY_TRACK_MODIFICATIONS": false,
"LOGGING_DATABASE": {
  "HOST" : "127.0.0.1",
  "PORT" : 3306,
  "USER_ENV_VAR": "LOG_USER",
  "PASSWORD_ENV_VAR": "LOG_PASSWORD",
  "DATABASE_NAME": "sostrades-log",
  "SSL": false
},

v4.2.0 Format

  "SQL_ALCHEMY_DATABASE": {
      "ENGINE_OPTIONS": {
          "pool_size":10,
          "pool_recycle":7200
      },
      "CONNECT_ARGS": {
          "ssl": false,
          "charset": "utf8mb4"
      },
      "URI":"mysql+mysqldb://{USER}:{PASSWORD}@127.0.0.1:3306/sostrades-data",
      "URI_ENV_VARS": {
          "USER": "SQL_ACCOUNT",
          "PASSWORD": "SQL_PASSWORD"
      }
  },
  "SQLALCHEMY_TRACK_MODIFICATIONS": false,
  "LOGGING_DATABASE": {
      "ENGINE_OPTIONS": {
          "pool_size":10,
          "pool_recycle":7200
      },
      "CONNECT_ARGS": {
          "ssl": false,
          "charset": "utf8mb4"
      },
      "URI":"mysql+mysqldb://{USER}:{PASSWORD}@127.0.0.1:3306/sostrades-log",
      "URI_ENV_VARS": {
          "USER": "LOG_USER",
          "PASSWORD": "LOG_PASSWORD"
      }
  },

Bug Fixes

  • Resolved an error that occurred during ontology installation on local Windows setups

Testing

End-to-end tests (E2E)

  • Added new test cases for authentication with Keycloak

Release v4.1.3

Date: 2024-10-24

Features

Graphical User Interface (GUI)

  • Added functionality to download documentation as PDF

  • Implemented new loading page when opening a study

  • Enabled study creation from the reference management page

  • Unified common page for flavor editing across pages study_management, reference_management, and study_workspace

  • Added study ID tooltip on hover over study name

  • Consolidated dataset information into a single “Dataset_id” column on the dataset notification page

  • Added possibility to retrieve documentation directly from files instead of ontology

  • Renamed tabs in the study_workspace page

Core

  • Introduced new versioning system for datasets:

    • V0: Legacy dataset mapping

    • V1: Added group handling for datasets

  • Enhanced error handling for datasets

API

  • Updated watcher for pod allocation

  • Implemented study activity status verification

Bug Fixes

  • Fixed error display during visualization-coupling-graph loading

  • Implemented Git info reload after each click

  • Resolved duplicate post-processing issue

  • Added “stop study execution” notification for co-editing

  • Implemented duplicate study name check before pod loading during creation

  • Implemented waiting for “Ready” status from Kubernetes to ensure pod creation before opening a study

  • Fixed “show legend” option on plots for charts

Testing

Unit tests (L0 core)

  • Implemented tests for datasets with groups

End-to-end tests (E2E)

  • Added tests for study creation from references

  • Implemented tests for flavor editing

Release v4.1.2

Date: 2024-09-05

Features

Graphical User Interface (GUI)

  • Added a button on dataset import/export notification changes to export a CSV with data changes information (including path to dataset data) This comes with the following changes:

    • Database: new database migration (need to do a “flask db upgrade” command) to add 2 new columns to the StudyParameterChange table

    • Datasets: Added function build_path_to_data that returns the path/link/uri to retrieve the data in the dataset

  • Hidden dashboard page

Core

  • Improved test gradient strategy in sostrades-core

Configuration

  • Flavors configuration: sort flavors list by memory request and limit.

  • Remove all coedition users at pod start (after the clean of all study pod allocation)

Release v4.1.1

Date: 2024-08-27

Features

Post-processing

  • Added search bar in filters

  • Post-processing section: save user section opened

Datasets

  • Datasets in BigQuery: added index sorting to maintain dataframe order

Graphical User Interface (GUI)

  • GUI header: display github repositories info with commits and tags

  • GUI data management: limit the display of data size over 2MB and limit data upload to 50MB

API

  • Study API has the same image as the main Data API

Ontology

  • Added profiling and upgraded performance of ontology computation

Bug Fixes

  • Fixed post-processing update when several disciplines at one node

  • Fixed display icon for metrics in execution logs

Other

  • Files reformatted with ruff checks

Library version upgrades

  • matplotlib from 3.9.0 to 3.9.2

  • openturns from 1.18 to 1.23

  • plotly from 5.3.0 to 5.22.0

  • sympy from 1.9 to 1.13.0

  • pytest from 7.4.3 to 8.1.2

  • pytest-cov from 4.1.0 to 5.0.0

  • pytest-xdist from 3.4.0 to 3.6.1

  • flask from 1.1.1 to 2.3.3

  • flask-jwt-extended from 3.24.1 to 4.6.0

  • flask-migrate from 2.5.2 to 4.0.7

  • flask-SQLAlchemy from 2.4.1 to 2.5.1

  • SQLAlchemy from 1.3.13 to 1.4.52

  • graphviz from 0.16 to 0.20.3

  • jinja2 from 3.0.1 to 3.1.4

  • PyJWT from 1.7.1 to 2.8.0

  • werkzeug from 2.0.3 to 2.3.8

GUI Library version upgrades

  • Plotly to 2.23

  • Changed markdown library from markdown-it to ngx-markdown

  • Katex from 0.13 to 0.16

  • Removed karma library

Requirements added

  • ngx-markdown (15.1.2) (GUI)

  • google-cloud-bigquery-storage (2.25.0)

  • eventlet: 0.36.1

Release v4.1.0

Date: 2024-07-15

Compatibility notice

Features

Datasets

  • Wildcards generalized, parameter-level mapping, metadata

  • Datasets in BigQuery: import, export, column name compatibility

Post-processing

  • Added post-processing sections

Testing

  • Test speed-up: partial testing of use cases to avoid duplicates

Bug Fixes

  • Fixed pod execution metrics display on GUI (GB/GiB unit)

  • Fixed output retrieval mechanism for nested multi-scenarios

  • Fixed spurious double configuration of multi-instance disciplines

Other

  • Pre-commit and improved ruff checks (in DevOps)

Library version upgrades

  • tqdm from 4.61.0 to 4.66.4

  • matplotlib from 3.4.3 to 3.9.0

  • black from 22.12.0 to 24.4.2

  • python-arango from 7.5.8 to 8.0.0

  • cvxpy from 1.1.18 to 1.5.2

  • pycryptodome from 3.19.1 to 3.20.0

  • sympy from 1.4 to 1.9

  • requests from 2.31.0 to 2.32.3

  • urllib3 from 2.1.0 to 2.2.2

  • psutil from 5.9.5 to 6.0.0

  • python-dotenv from 0.12.0 to 1.0.1

  • python-keycloak from 4.0.0 to 4.2.0

  • pytz from 2023.3.post1 to 2024.1

  • build-angular and angular cli from 15.2.10 to 15.2.11

Requirements added

  • ruff (0.5.0)

  • google-cloud-bigquery (3.25.0)

  • pyarrow (16.1.0)

  • db-types (1.2.0)

  • pycel (1.0b30)

Release v4.0.2

Date: 2024-06-17

Features

Kubernetes

  • Added Kubernetes watcher

Datasets

  • Added dataset extended types in file system (import only)

Code Quality

  • Added Ruff linting

Bug Fixes

  • Fixed documentation and visualisation tabs display

  • Fixed scrollbar on spreadsheet view

  • Fixed treeview display with multi-instance driver

  • Avoid dump of empty cache

  • Fixed directory removal and creation

Library version upgrades

  • kubernetes (python library) from 11.0.0 to 29.0.0

Release v4.0.1

Date: 2024-06-05

Features

Performance

  • Added Petsc garbage clean-up after Petsc execution

  • Added option to deactivate post-processing in MDODiscipline

  • Added jacobian clearing after each end of MDO scenarios to improve memory performance

Datasets

  • Added new method get_datasets_database_mappings_folder_path to find the mapping folder path for a given repository name

Bug Fixes

  • Added sparse matrices (lil_matrix) to initiate analytic gradients

Library version upgrades

  • chaospy from 4.3.7 to 4.3.15

  • numpy from 1.23.3 to 1.24.4

  • pandas from 2.2.1 to 2.2.2

  • gitpython from 3.1.31 to 3.1.43

  • jsonpickle from 3.0.2 to 3.0.4

Release v4.0.0

Initial release

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