Portal & AI Review - Sprint 295: Features and Improvements

AlexSchaIvy

Portal

Document table could store documents to different subfolders by configuration @NamChu
Audit Trail GUI component - SPIKE @lmluat-axonivy
Enhance accessibility - automation and wcag (vpat) success criterion scan @Thai Phan
Improve task banner status message @Thinh Nguyen

Smart Workflow

Review, organize, and maintain axon-ivy-dev-skills repository @Thang Huynh Huu Quyet
Enhance AI governance dashboard @Nam Mai
AI History Analyzer @Nam Mai
Create training material for Smart Workflow @Nam Mai

NamChu

Document table could store documents to different subfolders by configuration

Description

User can define upload folder and display folder list

Audience

portal-components users

Value

Control visibility of uploaded documents

Version

Discussion

Screenshots / Code

lmluat-axonivy

Audit Trail GUI component - SPIKE

Description

A Portal component that stays inside a task to show actions taken by users.

Audience

Developers

Value

A reusable component that is easy to integrate.
It displays past actions with author, timestamp, and provides a button to put value directly on the table

Discussion

How to use the component on a page (like business case details page)
What if the user wants to save the data locally

Screenshots / Code

Thai Phan

Enhance accessibility - Automation and WCAG(vpat) success criterion scan

Description

Replace the existing Lighthouse accessibility workflow with a dedicated axe-core GitHub Actions workflow that generates accessibility reports.

Current limitations (Lighthouse)

Current workflow only scans a single page.
Limited coverage of application routes and dynamic UI states.
Not designed for scalable accessibility automation.

Benefits of axe-core

Industry-standard accessibility testing engine.
Better suited for automated accessibility testing across multiple pages and UI states.
Produces detailed, actionable accessibility reports.

Audience

Developer
PreSale

Value

Replaces the existing Lighthouse accessibility build.
Produces consistent accessibility reports for review and VPAT maintenance.
Establishes a scalable foundation for expanding automated accessibility testing.

Version

14.0.0

Discussion

Screenshots / Code

GithubAction VPAT Report

Thinh Nguyen

Improve task banner status message

Description

The info banner on the Task Details page previously grouped CREATED, RESUMED, and PARKED task states together, showing the same "reset task" / "user X is working on it" message regardless of whether the task was actively being worked on or simply parked for later.
This ticket gives PARKED its own dedicated banner text, so users now see accurate wording distinguishing "someone is actively working on this task" from "this task is reserved but currently idle."

Audience

Portal user

Value

Removes the incorrect implication that active work is happening on a parked task, reducing confusion
Clarifies what action is available (reset to release the reservation) directly in the banner text

Version

12.0.17
14.0.0

Discussion

Open for feedback

Screenshots / Code

Thang Huynh Huu Quyet

Agent skills: our `axon-ivy-dev-skills` repo

Group skills into 9 purpose-based categories.
Provide installation, contribution (gh skill or manual) and evaluation guides.
Set up evaluation CI: https://github.com/axonivy-market/axon-ivy-dev-skills/actions/runs/29315673706.
Want to read more: open standard, best practice

Audience

Developer
Skills creator

Value

Create, evaluate and publish skills lifecycle
Help creator evaluate their skills.
Ensure the correctness and efficiency of a skill before publishing.

Discussion

Use this eval workflow in your team?

Next step

Re-evaluate existing skills in repo?
Now only compare with and without -> compare new vs old version when improve an existing skill?
Versioning and release?

Screenshots / Code

How eval report looks like!

Nam Mai

Enhance AI governance dashboard

Description

Finalize the AI Governance Dashboard to deliver a production-ready, maintainable, and consistent user experience.
This story focuses on completing the dashboard by:

Cleaning up and standardizing the implementation to improve maintainability.
Moving user-facing texts to CMS for localization and easier content management.
Applying the finalized UI/UX design.
Implementing any remaining small enhancements that fit within the scope.

Audience

Smart Workflow developers, administrators

Value

Deliver a polished, production-ready AI Governance Dashboard with a consistent user experience, improved maintainability, and easier future enhancements.

Screenshots

Nam Mai

AI History Analyzer

Description

When a user clicks Generate Report on a workflow case, the system collects all AI agent conversation data for that case, builds a structured prompt containing metrics and conversation excerpts, and sends it to an LLM subprocess (analyzeAgentHistoryByCase) to generate an AI-written analysis report. The result is displayed in a modal dialog rendered as Markdown.

Audience

Process analysts
Compliance teams
who want an AI-summarized interpretation of what happened during a case

Value

Saves time by having AI summarize and interpret conversation history instead of manual review
Surfaces insights (slowest agents, high token usage, anomalies, tool effectiveness) automatically
Produces a formatted, shareable report with executive summary, statistics, and recommendations
Lowers the barrier for non-technical stakeholders to understand AI agent behavior

Screenshots / Code

Nam Mai

Create training material for Smart Workflow

Description

A structured, bilingual (English/Japanese) tutorial system for enterprise teams adopting Smart Workflow. It provides 15 Feature Guides (each a focused, runnable example of one Smart Workflow capability), 4 Practice Guides (cross-cutting design patterns), and a companion best-practices project that ties everything together in a realistic purchasing approval workflow.

Audience

Axon Ivy developers
who know how to build AI workflows but are new to Smart Workflow

Value

15 Feature Guides cover the full Smart Workflow capability
4 Practice Guides address real design challenge
The best-practices project shows how all patterns combine in a realistic end-to-end workflow
Every guide pairs documentation with a runnable process and mock data

Thinh Nguyen

New and Noteworthy

Security

IVYPORTAL-20759: Add missing authorization validation for Portal chat endpoint.

Bugfixes

IVYPORTAL-20769: Statistics configuration doesn't align with description
IVYPORTAL-20787: Prevent Portal from rendering nested inside its own iframe
IVYPORTAL-20673: Case Details widgets - Unable to show processes that are not on the start list
IVYPORTAL-20771: Bypass image content size when importing dashboard by JSON

Improvement

IVYPORTAL-19675: Improve documentation on Disabling Portal Permissions
IVYPORTAL-20409: Correct sorting ENUM values in process widget documentation
IVYPORTAL-20701: Correct static page url format in documentation
IVYPORTAL-20714: Introduce unit-tests for third party dependencies in Portal