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CHANGELOG: Add section on eForms regulation second amendment
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Group description of all changes related to the amendment in a specific
section at the top, and remove specific item in the various other
sections.
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bertrand-lorentz committed Nov 7, 2024
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155 changes: 18 additions & 137 deletions CHANGELOG.md
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Expand Up @@ -5,74 +5,42 @@ This release of the SDK does not contain any backwards incompatible changes: sof

## Updated metadata content

### EFX grammar

A small change was made to the EFX grammar, to remove an unneeded alternative in a parser rule. This improves the performance of parsers generated from the grammar by reducing the time spent looking ahead and backtracking.
This does not change the EFX language, or the output of the parser or transaltor.
A new version of the EFX toolkit will be released to take advantage of this improvement. If you have your own ANTLR parser generated from the EFX grammar, you will need to re-generate it to benefit from this change.

### Schema, nodes, fields and notice type definitions
### eForms regulation second amendment

### Schemas
This SDK release completes the implementation of [Commission Implementing Regulation (EU) 2023/2884 of 20 December 2023](https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32023R2884)

#### TEDEFO-3242
Update XSD for IPI
The implementation can be seen in changes in almost all SDK components: schemas, fields, codelists, schematrons, notice-types, view-templates, translations and examples.

#### TEDEFO-3445
Define the needed XML components for EED
The following fields and forms have been added:

#### TEDEFO-3059
Following changes to the use of the Review section, update the XSD.
* International Procurement Instrument (IPI) in Result notices
* Energy Efficiency Directive (EED) in Competition and Result notices
* E1 Pre-Market Consultation, with new _consultation_ form type and _pmc_ notice-type
* E2 voluntary Planning
* E3 voluntary Competition
* E4 voluntary Result
* E5 Contract Completion, new _completion_ form type and _compl_ notice-type, including new Review section, also added to all Result notices (subtypes 29-37, E4, E5)
* E6 Contract Modification for defence directive 2009/81/EC

### Fields
The European Commission has published [policy guides for IPI, EED and Review](https://code.europa.eu/eproc/eforms/docs/-/tree/main/guides)

#### TEDEFO-3241
Define fields and Nodes for IPI
All new components are optional so a notice in SDK 1.12 format will validate against the schema of SDK 1.13 (but the notice will be subject to other rule changes as listed in this release note).

#### TEDEFO-3444
Define fields and Nodes for EED
### EFX grammar

#### TEDEFO-3702
Update fields & nodes definitions for Review
A small change was made to the EFX grammar, to remove an unneeded alternative in a parser rule. This improves the performance of parsers generated from the grammar by reducing the time spent looking ahead and backtracking.
This does not change the EFX language, or the output of the parser or transaltor.
A new version of the EFX toolkit will be released to take advantage of this improvement. If you have your own ANTLR parser generated from the EFX grammar, you will need to re-generate it to benefit from this change.

### Notice type definitions

#### TEDEFO-3244
Update the NTDs to include the IPI & FSR fields

#### TEDEFO-3447
Update the NTDs to include the EED fields

#### TEDEFO-3686
The Type of Procurement Group has been adapted to have Strategic Procurement as the first choice in all notices where this groups exists [NOT "1", "2", "3", "4", "5", "6", "CEI", "E1", "E2", "T01", "T02", "X01", "X02"]

Based on proposal in [https://code.europa.eu/eproc/eforms/crs/-/issues/57]
Move the -Strategic group with BT-06 and BT-777 above the groups with the different types of strategic procurement.
Check the rules and live validation behave in an understandable way.

#### TEDEFO-3402
Create the PMC NTD EMD/notice-types Have the PMC Notice Type Definition created

#### TEDEFO-3409
Create the CC (E5) NTD EMD/notice-types Have the CC (E5) Notice Type Definition created

#### TEDEFO-3415
Create the Voluntary Planning (E2) NTD EMD/notice-types Have the Voluntary Planning (E2) Notice Type Definition created

#### TEDEFO-3424
Create the Voluntary Competition (E3) NTD EMD/notice-types "Release note: The Voluntary Competition (E3) notice type has been added.

Have the Voluntary Competition (E3) Notice Type Definition created"

#### TEDEFO-3431
Create the Voluntary Result (E4) NTD EMD/notice-types Have the Voluntary Result (E4) Notice Type Definition created

#### TEDEFO-3438
Create the Voluntary Contract Modification (E6) NTD EMD/notice-types Have the Voluntary Contract Modification (E6) Notice Type Definition created

#### TEDEFO-3705
Update NTDs to include Review information EMD/notice-types "The Review Section has been added below the Results, in the left menu, for 29-37, E4 and E5.

#### TEDEFO-3744
The fields related to the existence of a framework agreement were added to the lot and contract sections in NTD 38, 39, E6 in order to allow contract modifications in the scope of framework contracts

Expand Down Expand Up @@ -115,12 +83,6 @@ Incorrect condition for mandatory rules on BT-685-LotResult
#### TEDEFO-3209
Have tighter rules on deadlines

#### TEDEFO-3243
Define rules for IPI

#### TEDEFO-3446
Define rules for EED

#### TEDEFO-3508
Define rules for Place of performance presence
At least one of the two fields have to exist: BT-5141 and BT-727
Expand Down Expand Up @@ -158,24 +120,6 @@ This would require:
* removal of stage 2 forbidden rules,
* check of other rules that could require further fields or could be blocking if not addressed"

#### TEDEFO-3401
Review/update the PMC rules

#### TEDEFO-3408
Review/update the CC (E5) rules

#### TEDEFO-3414
Review/update the Voluntary Planning (E2) rules

#### TEDEFO-3423
Review/update the Voluntary Competition (E3) rulesneeded.

#### TEDEFO-3430
Review/update the Voluntary Result (E4) rules

#### TEDEFO-3437
Define the Voluntary Contract Modification (E6) rulesand updated wherever needed.

#### TEDEFO-3554
Update rules on Tender Validity Deadline (BT-98)
For D23, procedures are negotiated and having BT-98 for these may not be relevant.
Expand Down Expand Up @@ -214,31 +158,13 @@ BT-40-Lot should be dependent on the existence of BT-809-Lot

### Codelists

#### TEDEFO-3549
Create new tailored list legal-basis-e6

#### TEDEFO-3492
June 2024 codelist updates
There are 3 new codelists: document-used-in-public-procurement, exclusion-ground, foreign-subsidy-measure-conclusion and some updates in other codelists.

#### TEDEFO-3060
Get the list of all the required codelists for Review Information

#### TEDEFO-3247
Define codelists for IPI

#### TEDEFO-3450
Define codelists for EED: energy-efficiency-label, energy-efficiency-item, energy-efficiency-basis

#### TEDEFO-3470
Remove unused codes from non-publication-identifier codelist: not-dis-dat and not-pub-dat

#### TEDEFO-3552
Define/update required metadata for E6

#### TEDEFO-3561
Have Form Type, Notice Type and Notice Subtype defined for voluntary forms

#### TEDEFO-3632
Import of NUTS 2024

Expand All @@ -250,14 +176,6 @@ September 2024 codelist updates, nuts excluded

### View templates

* Added new section for Review, available to subtypes 29, 30, 31, 32, 33, 34, 35, 36, 37, E4, E5.
* Added views for the new below-threshold forms E1, E2, E3, E4, E5 and E6.
* Added information for IPI in Result notices:
* In section "5 Lot", under "5.1.12 Terms of procurement", to inform if the Lot falls within the scope of the International Procurement Instrument.
* In section "6 Results", under "Statistics about strategic procurement" to display information relating to the International Procurement Instrument measures.
* Added information for EED:
* For Competition and Result notices, in section "5 Lot", under "Strategic procurement", to inform if the Lot falls within the scope of the Energy Efficiency Directive, and to list the items that are related to the EED.
* For Result notices, in section "6 Results", under "Statistics about strategic procurement" to list the items procured that are related to the EED, with information about their efficiency savings.
* Improved display of "unpublished" award criteria dimensions and numbers.
* Fixed bugs with display of labels for BT-706-UBO "Beneficial Owner Nationality" and BT-682-Tender "Foreign Subsidies Measures".
* Fixed bug causing fatal error when the beneficial owner has more than one nationality.
Expand Down Expand Up @@ -312,53 +230,16 @@ Expected label: "Exigence dans la demande de participation"

cf. https://github.com/OP-TED/eForms-SDK/discussions/1036

#### TEDEFO-3245
Translate labels for new IPI nodes and fields

#### TEDEFO-3246
Provide translation for the new IPI rules

#### TEDEFO-3448
Translate labels for new EED nodes and fields

#### TEDEFO-3449
Provide translation for the new EED rules

#### TEDEFO-3726
Create auxiliary labels for Award Criteria dimensions
||id||English||
|auxiliary\|text\|award-criterion-weight-dimension|Award Criterion Number Weight Dimension|
|auxiliary\|text\|award-criterion-fixed-dimension|Award Criterion Number Fixed Dimension|
|auxiliary\|text\|award-criterion-threshold-dimension|Award Criterion Number Threshold Dimension|

#### TEDEFO-3404
Provide the translations for the PMC form

#### TEDEFO-3411
Provide the translations for the CC (E5) form

#### TEDEFO-3417
Provide the translations for the Voluntary Planning (E2) form

#### TEDEFO-3426
Provide the translations for the Voluntary Competition (E3) form

#### TEDEFO-3433
Provide the translations for the Voluntary Result (E4) form

#### TEDEFO-3440
Provide the translations for the Voluntary Contract Modification (E6) form

#### TEDEFO-3560
Update the Extended forms description labels

#### TEDEFO-3571
Translate labels for Place of Performance existence

#### TEDEFO-3704
Update translations for Review
"Following changes to the Review section, translations updates are needed:

#### TEDEFO-3792
New Group Labels for SDK 1.13
"With the addition of the IPI, EED, Review section and Voluntary forms, there are new nodes in the SDK, and these have been applied to groups in the NTDs. 
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