# CRM Core Banking
# Release 1.0.2
Features:
- WIBR-146 - UTIP WebTerminal integration with API
- WICRM-227 - Refresh token implementation
- WICRM-282 - Add logger to Core banking and Finance
- WIBR-158 - Move account creating by registration to facade
- WICRM-290 - add decr and source/destination input in transaction from crm
- WICRM-14 - Unit - Jest - resolveWithdrawalSystems method testing
- WICRM-15 - Unit - Jest - resolveSingleWithdrawalSystem method testing
# Release 1.0.3 (27.08.2024)
Features:
- WICRM-295 - Add multisearch for Employees module
- Now the employee search has become more convenient by adding new search fields. Search by email and name fields
- [WICRM](https://jira.wifox.org/)-289 - Reimplementation of Wallets
- Changed the approach of displaying wallets for assets. Now it is not a separate page as it was before. When you go back to an asset for which a wallet was displayed, the wallet is highlighted
- [WICRM](https://jira.wifox.org/)-294 - Logs tab markup
- [WICRM](https://jira.wifox.org/)-305 - Do not log initial requests
- [WICRM](https://jira.wifox.org/)-298 - Create Logs module, client logs submodule
- The given three points above can be defined as one big feature. Implements a log module that saves any activity that may come from both CRM managers and customers on the site. An example of such an activity could be a manager changing customer data, creating a transaction manually for a specific user. All this is now conveniently displayed in a special Logs tab, as well as separately in the tabs of user and employee.
- WICRM-288 - Add csv export for transactions and clients
- [WICRM](https://jira.wifox.org/)-303 - Implement TFA block with ability to edit and delete to Employees edit form
- Implements a more convenient display for TFA methods for employees. This block allows you to view which TFA methods are already available for a selected employee, as well as to edit some of these methods and delete them.
TFA block without any 2FA methods
if employee has 2FA method
- [WICRM](https://jira.wifox.org/)-239 - TFA markup - add icon for email tfa
- Added an icon to display the TFA email
- [WICRM](https://jira.wifox.org/)-6 - Unit - Jest - resolveTexts method testing
- [WICRM](https://jira.wifox.org/)-293 - Show transactions by asset tables
- Now you can view which transactions to perform separately for the selected asset. Now you don't need to sort transactions or invent any other way to do this
- [WICRM](https://jira.wifox.org/)-302 - After update client navigate to main clients page with filters
- After editing a customer and saving the changes the CRM manager will be redirected to the main users page with all filters that were selected before saved
- [WICRM](https://jira.wifox.org/)-290 - add decr and source/destination input in transaction from crm
- Added 2 additional fields to the transaction manual creation drawer
[](https://wiki.wi.services/uploads/images/gallery/2024-08/zx1image.png)
- [WR](https://wifox.atlassian.net/jira/software/projects/WR)-379 - Change creating of business client email (email)*timestamp to timestamp*(email)
- Changed the approach of saving email when creating a business account. Now the format will be timestamp\_email, which will prevent future problems with business account editing.
- [WR](https://wifox.atlassian.net/jira/software/projects/WR)-376 - Convert user email to lower case. Trim sensative data in wiex client
- The e-mail address will now be saved with all lowercase letters.
- [WICRM](https://jira.wifox.org/)-304 - Implement history of transaction
- Implemented a new transaction history feature where the full path that a transaction takes will be stored. This includes any interactions with external systems, as well as its creation inside CRM
- [WICRM](https://jira.wifox.org/)-305 - Do not log initial requests
- [WICRM](https://jira.wifox.org/)-312 - Search client by \_id
- Now the search works the same way by customer ID
Bugfixes:
- [WR](https://wifox.atlassian.net/jira/software/projects/WR)-365 - Remove gradient from agreement table
- Removed gradient at the bottom of the User agreement table
- [WICRM](https://jira.wifox.org/)-244 - Fee markup - change order
- [WICRM](https://jira.wifox.org/)-296 - Request is not created in Clients submodule
- Fixed a bug that made it impossible to create a request for a client
- [WICRM](https://jira.wifox.org/)-227 - Fix bug with token refreshing on polling
- [WICRM](https://jira.wifox.org/)-309 - Script don't see aliases
- [WICRM](https://jira.wifox.org/)-310 - Assigned users in Roles module not visible
- The “Assigned users” feature is now shown in the Actions column for the role table
"Assigned users" button on "Actions" column
Members drawer for assigned users feature
- [WICRM](https://jira.wifox.org/)-45 - Requests - extend functionality with dialogues - fix issues
- Fixed uploading files with PDF extension, as well as added a warning if the file size is larger than the file upload allowed in the system for messages tab in clients module
- [WICRM](https://jira.wifox.org/)-291 - Zeros in not visible in Company fees
- There was a problem when, when configuring the Company fee module, no number was specified in the “From” and “To” fields, but instead zero was written, which created problems with the use of the fees data
- [WICRM](https://jira.wifox.org/)-292 - Input sufix icon indent issue
- The indentation of all suffix icons has been corrected to the same value
- [WR](https://wifox.atlassian.net/jira/software/projects/WR)-394 - Fix issue with login of deactivated client
- A user with the status “deactivated” will now not be able to enter his personal cabinet and make any actions in it
# Release 1.0.4 (11.09.2024)
##### Bugfixes:
- **WICRM-227 - Refresh Token Implementation**
- Implemented proper refresh token handling to ensure that active users are not logged out automatically during their session. This improves user experience by keeping users logged in while they are still interacting with the platform.
##### Features:
- **WICRM - 348 - Remove checkbox 'Create transaction' and create transaction always**
- [The description for this task has already been described in Release 1.0.5 (11.09.2024)](https://wiki.wi.services/books/releases-archived-vovas-memories/page/release-110-11092024 "Release 1.0.5 (11.09.2024)")
- **WICRM-331 - Reimplement rights chaining to reduce the number of dependencies**
- [The description for this task has already been described in Release 1.0.5 (11.09.2024)](https://wiki.wi.services/books/releases-archived-vovas-memories/page/release-110-11092024 "Release 1.0.5 (11.09.2024)")
- **WR-408 - Check Remaining Balance on All Transactions**
- Fixed an issue where the user's remaining balance (`restAmount`) was incorrectly recorded after transactions. This fix ensures that the correct balance is displayed and used for reporting and other financial operations.
- **WICRM - 341 - Transactions info drawer in transactions module**
- [The description for this task has already been described in Release 1.0.5 (11.09.2024)](https://wiki.wi.services/books/releases-archived-vovas-memories/page/release-110-11092024 "Release 1.0.5 (11.09.2024)")
- **WICRM-133 - Remove mention of Crassula from service**
# Release 1.2.0
### Features:
- **WIBR-279 - Decimal Precision Configuration for Currencies✅**
- Implemented the ability to configure the number of decimal places for each currency separately.
- **WICRM-383 - Company Fees "Apply For" Property and Payment System Compatibility**
- Added the "applyFor" property to company fees and ensured compatibility with different payment systems.
- **WIBR-276 - Bonus Feature for Deposits and Withdrawals✅**
- Implemented a bonus balance feature for deposits and withdrawals, with the bonus amounts tracked in a separate column.
- **WIBR-254 - Default Currency Option in Core Banking Configuration✅**
- Added the ability to mark a default currency in the Core Banking configuration settings.
- **WICRM-393 - Manager Column in Transactions Table✅**
- Added a new column to the transactions table that displays the manager responsible for each transaction.
-
---
### Bugfixes:
- **WICRM-376 - Undefined Header in Transaction History✅**
1. Fixed an issue where the transaction history header would display as "undefined" after a page reload.
# Release 1.3.0 (31.10.2024)
### Features
- **WICRM-436 - Asset Details Drawer ✅**
- Added a detailed information drawer to the asset table, enhancing data visibility for both crypto and fiat assets. Additionally, the "view wallets" action for crypto assets was relocated to the "actions" column, making asset management more accessible and organized.
---
### Bugfixes:
- **WICRM-385 - Asset Selection for Card Creation ✅**
- Adjusted the asset selection process in the bank card creation workflow, now allowing users to select either a crypto or fiat asset without mandating both. This change simplifies the process and provides more flexibility in asset management.
# Release 1.3.2 (06.11.2024)
### Features
- **WICRM-479 - Automated Client Data Sync in Core-Banking✅**
- Added functionality for automatic updates of client data in the core-banking platform when edited in CRM, ensuring synchronized information across systems.
---
### Bugfixes:
- **WICRM-495 - Fix for Null Desk Field in Transactions✅**
- Resolved an issue where a null value in the desk field caused errors in the transactions table. Transactions now handle null values in this field without breaking.
# Release 1.4.0
### Features
- #### **WICORE-55 - Update Currency Name in Core Banking**
- The **Name** field for currencies in the Core Banking configuration can now be edited during the update action.
- #### **WICORE-59 - Default Currency for Accounts**
- When creating a new account in Core Banking, a default currency is now automatically configured based on the Core Banking settings.
- #### **WICORE-102 - Filter Assets by Account ID**
- Added OpenAPI support for filtering assets by account ID, enabling users to view specific assets associated with multiple accounts under a single client.
- #### **WICORE-132 - Clone Modal UI for Core Banking**
- Designed and implemented the UI for the clone modal functionality across Core Banking modules.
- #### **WICORE-136 - Project Drawer for Core Banking**
- Added a drawer to view project-related information in Core Banking modules. This feature is available only when **All Projects** is selected in the sidebar, as it adds a **Project** column to the data table.
- #### **WICORE-25 - Reorder Rights in Core banking Microservices**
- Reorganized the order of rights in the Assets module to: **Accounts - Assets - Wallets** for improved clarity.
- #### **WICORE-54 - Rights for Deposit/Withdrawal Actions**
- Introduced separate permissions for **Deposit** and **Withdrawal** actions in the Assets module.
- #### **WICORE-58 - Clone Functionality for Core Banking Modules**
- Added cloning functionality for Core Banking modules, including configurations, payment methods, platforms, and banks. This feature is available only when there are no existing records for the selected project.
- Users can select a project in the sidebar, navigate to the desired module, and initiate cloning through a modal window.
- A success message is displayed upon completion, and the cloned data becomes immediately available.
- #### **WICORE-52 - Hide Filters and Selectors for All Projects in Core Banking**
- Enhanced filtering functionality in the Core Banking microservice:
- When "All Projects" is selected in the sidebar, a project selector is displayed in the filters drawer. Users must select a project before accessing other filter fields.
- When creating a new user account, the project is automatically assigned based on the selected client.
- If a specific project is selected in the sidebar, the project selector is hidden, and other filters are adjusted accordingly.
---
### Bugfixes
- #### **WICORE-129 - Drag & Drop Issues in Payment Systems**
- Disabled the drag-and-drop functionality in the Payment Systems module when no project is selected in the sidebar. This functionality is available only for selected projects.
- #### **WICORE-130 - Disable Group Select When Adding Fees for Specific Groups**
- The **Fee Group** selector is now disabled when adding fees for a specific group to avoid conflicts.
- #### **WICORE-163 - Account Creation Issue with Platforms**
- Resolved an issue that prevented account creation in Core Banking when linked to external platforms.
# Release 1.5.0
### Features:
- ##### **WICORE-15** - Added project configurations markup in Core Banking MS.
- Improved the design and layout for managing projects within Core Banking configurations.
- ##### **WICORE-194** - Introduced permissions for activating and deactivating client accounts.
- Added distinct user rights for managing the activation and deactivation of banking accounts.
- ##### **WICORE-195** - Improved account state filtering.
- Enhanced the account filter to allow selection of all accounts, only active accounts, or only inactive accounts.
- ##### **WICORE-196** - Added an optional payment system selector for manual deposits.
- Users can now select a payment system when performing manual deposits in the CRM, though it is not mandatory.
- ##### **WICORE-234** - Remove right checkbox for deleting wallets
- Fixed an issue by removing the redundant right-side checkbox for wallet deletion to streamline the interface.
- ##### **WICORE-274** - Round all fiat transaction amounts to the nearest whole number
- Transaction amounts in fiat currencies are now rounded using the `Math.round` function for consistency.
---
### Bugfixes:
- ##### **WICORE-260** - Resolved rights issue in transaction export.
- Fixed an access control error that prevented users from exporting transactions.
- ##### **WICORE-226** - Fixed data filtering for root users in Core Banking configurations.
- Resolved an issue where root users experienced improper data filtering in the configurations module.
- ##### **WICORE-238** - Transactions export is not filtering correctly by client
- Fixed an issue where the transaction export feature did not apply the client filter, resulting in incorrect or incomplete export data.
- ##### **WICORE-279** - Failed to retrieve PS credentials by label instead of ID
- Updated the logic for fetching PS credentials to use labels instead of IDs, resolving issues with incorrect data retrieval.
# Release 1.6.0
### Features:
- ##### **WICORE-368** - Script for exporting assets with their balances
- Created a script to export asset data, including balances. The exported document includes the following fields:
- Asset ID
- Owner ID
- Owner name
- Owner email
- Currency
- Total balance
- Available balance
- On-hold balance
- ##### **WICORE-298** - "All-time Deposited" column for client assets
- Added a new column in the assets table, All-time Deposited, which calculates the total amount of money ever deposited into an asset.
-
---
### Bugfixes:
- ##### **WICORE-324** - Update resolver logic for "CreateAccount"
- Adjusted the resolver logic in the "CreateAccount" process to fetch the currency based on the selected project.
- ##### **WICORE-381** - Prevent completed transactions from being created without a "project" field
- Fixed an issue where transactions could not be created with the "completed" status if the "project" field was missing in the associated fee creation process.
- ##### **WICORE-350** - Transaction status validation
- Changed logic to retrieve the transaction status from the database instead of the request body during asset manipulations.
- ##### **WICORE-343** - UI fixes for Core Banking MS
- Addressed several minor UI issues in the Core Banking module.
- ##### **WICORE-345** - Formatting of amounts and numbers
- All amounts and numbers are now displayed with spaces for better readability. For example, **100000000** is displayed as **100 000 000**.
- ##### **WICORE-379** - Fix issues with Export transactions
- Resolved a problem where exported transaction data did not match the data displayed in the table. The issue was caused by the project field not being considered during export generation.
-
# Release 1.7.0
- ##### **WICORE-445** - Include account ID in export assets script
Updated the export assets script to include the account ID, ensuring that assets are correctly associated with their respective accounts during export.
# Release 1.8.0
#### Features:
- ##### **WICORE-450 - Added default currency**
- A default currency option has been added to ensure consistency across the application.
- ##### **WICORE-670** - **Updated Logging System to Winston**
- The logging approach has been migrated to **Winston**, improving log management and debugging capabilities.
- ##### **WICORE-639** - **Added Verification Level & Status for Core Banking Clients**
- New fields have been added to the **Core Banking** client schema to store verification level and status.
# Release 1.9.0
#### **Features:**
- ##### **WICORE-478** - **Transactions Refactoring**
- Refactored **transactions module** for improved performance and maintainability.
- ##### **WICORE-765** - **Default Account Type Functionality on UI**
- Users can now set a **default status** for **account types** in **Core Banking configurations**.
- ##### **WICORE-764** - **Asset ID Now Visible in Assets Table**
- The **Asset ID** is now displayed in the **Assets** table for better identification and tracking.
- ##### **WICORE-812** – **Add Time Selection to All Range Pickers**
- Date filters across the system now support **date and time selection**, allowing for more precise filtering.
- ##### **WICORE-704** – **Standardized Display of Full Names in Select Fields**
- Updated the select components across the project to display **full names** instead of email addresses when selecting employees, clients, and other entities. This improves readability and makes it easier to identify selected items.
#### **Bugfixes:**
- ##### **WICORE-683** - **Fixed Account Editing for Non-Root Users**
- Addressed an issue where users without **root privileges** were unable to edit accounts.
- ##### **WICORE-742** - **Fixed "No Data" Display Issue in Core Banking**
- Previously, when a table showed **"No data to display"**, the layout broke, causing the text to appear **inside another table**. This issue has been resolved.
- ##### **WICORE-741** - **Snyk Fix for 20 Vulnerabilities (UI)**
- Security vulnerabilities in the **UI** have been addressed using **Snyk**.
- ##### **WICORE-740** - **Snyk Fix for 9 Vulnerabilities (Facade)**
- Security vulnerabilities in the **Facade** layer have been patched with **Snyk**.
- ##### **WICORE-790** – **Snyk Fix for 3 Vulnerabilities – QMS Facade**
- ##### **WICORE-789** – **Snyk Fix for 6 Vulnerabilities – QMS UI**
- Closed multiple security issues in the **Quality Management System** to improve overall safety and reliability.
- ##### **WICORE-768** – **Renamed "Remitter" Field to "Source"**
- In the Core Banking module, the **"Remitter"** field has been renamed to **"Source"** across the interface for improved clarity and consistency in terminology.
- ##### **WICORE-855** – **Add Padding for Company Fee Sections**
- Added appropriate padding to the UI sections related to company fees for improved spacing and layout consistency.
- ##### **WICORE-854** – **Core Banking Accounts: Set Max-Width for Owner Column**
- Applied a maximum width to the "Owner" column in the Core Banking Accounts table to prevent layout issues caused by long text values.
# Release 1.10.0
#### Features:
- ##### **WICORE-832** – **Info Drawers Now Update the URL**
- All info drawers now update the browser URL when opened, allowing users to share direct links that open specific drawers immediately.
# Release 1.11.0
#### Bugfixes:
- ##### **WICORE-1048 – Add Translation for Info Message in Withdrawal Drawer**
- A missing translation for the informational message in the withdrawal drawer has been added.
- ##### **WICORE-1047 – Bonus Amount Field Validation Issue on Withdrawal**
- Fixed an issue where the bonus amount field caused validation errors when trying to withdraw funds.
- ##### **WICORE-1046 – Add Translation for Payment Methods Select (Deposit & Withdrawal Drawers)**
- Translations were added for the select fields used to choose payment methods in both deposit and withdrawal drawers.
- ##### **WICORE-1030 – Remove Redundant Properties from Platform UTIP API**
- Cleaned up the UTIP API integration by removing unnecessary fields like phone number and others that were not required.
# Release 1.12.0
##### Features:
- WIBR-198- add tradingPlatform platform
- WICORE-1103 - Tests - Integrations - Accounts
- WICORE-994 - Synchronization of clients with core and marketplaces
- WICORE-1081 - Add search by \_id in requests search, check another modules too
- WIEX-430 - Transactions page - Logics
- WICORE-1115 - Return balances from platform for assets for request /clients/(id)/accounts if requested with query parameter "withAssets"
- WICORE-1115 - add promise all for assets balances retrieval from platform
- WICORE-1084 - Check for 'null' everywhere in table columns and drawers where client (firstname) (lastname) exists
- WICORE-1120 - Withdrawal is not working if not choosing network for asset with currency that has it
- WICORE-1107 - Tests - Integrations - Assets
- WICORE-1113- Tests - Integrations - Transactions
- WICORE-1119 - Tests - Integrations - Payment Systems
- WIBR-199 - add external id filter
- WIBR-263 - CRM: Accounts table PNL in realtime
- WICORE-1126 - Tests - Integrations - Wallets
#### Bugfixes:
- WICORE-1122 - issue with network in deposit and withdrawal drawers
####
# Release 1.13.0
#### Features:
- WICORE-952 - remove transaction for get client in create account resolver method
- WICORE-1110 - API - Accounts & Accounts types
- WIEX-431- Assets page - Logics
- WIBR-1166 - Add destructuring of client in assets table after fast filters implementation
- add new columns for Owner fields such as : owner ID, phone, verification lvl, verification status
- WIBR-1037 - Precision for numbers in assets
- add method calculateDecimalNumbers
- WIBR-1164 - Assets: Fast filters
\- implemented fast filters for Clients module insted of usual filters
\- create separate rights for global fast filters CRUD
\- markup
\- costumized culumns now works together with fast filters and was moved inside of fast filters dropdown
\- multisearch implementation, ability to create several separate search request by one search input
\- reimplement filters logic, added ability to search (in range/out of range, included/ not included, contains/ not contains, greater than/lower than/equal/not equal)
#### Bugfixes:
- WICORE-952 - Problem with viewing entities in select in the whole system. When the client has access rights only to view own and manage own, some selections on the system still show all entities
- WIBR-549 - \[Withdrawal\] Withdrawal cancellation incorrectly reduces user balance
- WICORE-1109 - API - Transactions issues
- WIBR-1197 - \[Roles\] Core Banking MS permissions issues
# Release 1.14.0
#### Features:
- WICORE-710 - CRM Tables: highlight a row on focus
- WICORE-1205 - Cant reach properties remove button in edit text (Editor overflows another content)
- WICORE-1204 - Change text to make the message unclear
- WIBR-724 - Request bonus: pending transaction is adding to account balance whithout competed status
- WICORE-1223 - Client tabs: Create Assets tab
- WIEX-562 - Platform integration - configure platform and it's credentials
- WIEX-563 - Update assets and wallets models in CRM
- WIEX-564 - Platform integration. Basic create operation logic
- WIEX-565 - Platform integration. Receive balances logic
- WIEX-566 - Platform integration. Omnibus and Sponsorship wallets difference
- WIEX-551 - Withdrawal Operation - Micro-service
- WICORE-1240 - Fast filter for transactions
- WICORE-1246 - Allow to search Asset UID filter for transactions table by lookup, check PoC
- WIEX-586 - Deposit flow - Receive blockhain address - backend logic
- WICORE-1238 - Fast filters: Improvement for view more
#### Bugfixes:
-
WICORE-1212 - Global filter won't disappear until you disable it Global filter won't disappear until you disable it;
-
WIEX-579 - \[CRM\] If Account is creating without externalId then create delegatedClient and add id to account externalID;
- WICORE-1243 - Fix account type create & edit open API endpoints validation for "options" property;
- WICORE-1240 - Issues with transactions fast filters
- WICORE-1241 - fix search by asset
- WICORE-1248 - If project view own, project filter in transactions isn't work
- WIEX-545 - Fix sponsorship wallet creation