# CRM Core Releases
# Release 1.0.3
Features:
- WIBR-146 - UTIP WebTerminal integration with API
- WR-365 - User agreements
- WICRM-287 - Regex search by multifields in Transactions and Transactions CA modules
- WICRM-284 - Add role column to Employees table and sort by it
- WIBR-158 - Move account creating by registration to facade
- WICRM-283 - Add filter by state in Clients
- WICRM-227 - Refresh token implementation
- WICRM-282 - Add logger to Core banking and Finance
- WR-124 - host recognize helper removed
Bugfixes:
- WICRM-285 - Password checker check 8 symbols
- WICRM-286 - Issue with blur OTP on TFA page
- WICRM-250 - Issue with limit while createing currency
- WR-293 - fix refresh token
- WICRM-291 - Zeroes in not visible in Company fees
- WICRM-274 - Fix markup for change status modal
# Release 1.0.4 (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-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 asset is highlighted
- WICRM-294 - Logs tab markup
- WICRM-305 - Do not log initial requests
- WICRM-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-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-239 - TFA markup - add icon for email tfa
- Added an icon to display the TFA email
- WICRM-6 - Unit - Jest - resolveTexts method testing
- WICRM-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-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-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-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-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-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-305 - Do not log initial requests
- WICRM-312 - Search client by \_id
- Now the search works the same way by customer ID
Bugfixes:
- WR-365 - Remove gradient from agreement table
- Removed gradient at the bottom of the User agreement table
- WICRM-244 - Fee markup - change order
- WICRM-296 - Request is not created in Clients submodule
- Fixed a bug that made it impossible to create a request for a client
- WICRM-227 - Fix bug with token refreshing on polling
- WICRM-309 - Script don't see aliases
- WICRM-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-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-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-292 - Input sufix icon indent issue
- The indentation of all suffix icons has been corrected to the same value
- 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 1.1.0 (11.09.2024)
##### Bugfixes:
- **WICRM-362 - Prevent Role Deletion if Used in Identification Tokens**
- Roles that are in use by any entity in the identification tokens module can no longer be deleted, preventing potential system conflicts or loss of important role-based data.
- **WICRM-366 - Fix AssetID Filter in CRM UI**
- Resolved an issue where the transactions filter by AssetID was not functioning properly in the CRM user interface.
- **WICRM-315 - Password Recovery UI Issue Fixed**
- Fixed a bug where, during password recovery, the input window would jump after entering an incorrect code. Now, the status “Code is incorrect” is updated without any disruptive movement in the input window.
- **WICRM-369 - Allow Periods ('.') in Translation Labels**
- Now it's possible to use periods ('.') in translation labels, providing more flexibility for labeling translations.
- **WR-410 - Business Creation with Incorrect Phone Number Fixed**
- Resolved an issue where businesses were being created with empty or invalid phone numbers, ensuring that the field is correctly validated and stored during the business creation process.
##### Features:
- **WICRM-345 - Add Verification Status to Client Filters**
- Added a filter for client verification status in the clients section, making it easier to filter and view clients based on their verification state.
- **WICRM-348 - Remove 'Create Transaction' Checkbox and Always Record Transactions**
- Previously, transactions like Deposits or Withdrawals could be made without being recorded if the checkbox “Create Transaction” was unchecked. This feature has been removed, and now all such operations will always be recorded in the system, ensuring full transaction traceability.
- **WICRM-331 - Reimplement rights chaining to reduce the number of dependencies**
- **Fully unchain for:**
Projects,
Roles,
Clients TFA
Ident Token
In another module, I reduced the dependencies to only the essentials.
Combined ui restrictions with new resolvers approach.
**Full list of dependencies :**
- **Desks VIEW** - (Projects) visibility of desks based on visibility of projects, I can see desks based on visible projects.
- **Employees VIEW** - (Projects, Desks) visibility of desks based on the visibility of projects and desks; I can see employees projects and desks assigned to me.
- **Clients VIEW** - (Projects, Desks) visibility of Clients based on the visibility of projects desks visibility I can see employees based projects and desks assigned to me.
- **Requests VIEW** - (Clients, Projects, Desks) visibility of requests depends on Clients visibility, I see requests of users that I can see, in turn I can see Clients based on my Projects and Desks, so Projects, desks, Clients should have at least **view own** rights.
- **Clients tab/Accounts VIEW** - chained with core/banking accounts logic, if true → core/banking accounts true.
- **Clients tab/Transactions VIEW -** fully chained with core/banking transaction logic.
- **Clients tab/Requests VIEW** - chaining: if checkbox **true** -> client encrypted email change to **false,** and vise versa.
Now, all client submodules checkboxes are disabled if CLIENTS **view\_own** is disabled, so when we decide to click on this checkbox, all necessary dependencies will already be set by that time.
**CORE BANKING**
*NOTE! Assets/Accounts/Wallets are fully chained, in our system, these entities cannot exist separately.*
- **Core banking/Assets VIEW** - (Clients, Projects, Desks Accounts, Wallets, Configurations) - visibility of Assets depends on Clients visibility, I see Assets of Clients that I can see, in turn I can see Clients based on my Projects and Desks.
We need Accounts for deposit/withdrawal functionality, Wallets for navigating to wallets of this asset by clicking on it.
Configurations - for currencies list.
Show transactions history is hidden, in case transactions view: false
- **Core banking/Accounts VIEW** - (Clients, Projects, Desks Assets, Wallets) - visibility of Accounts depends on Clients visibility, I see Accounts of Clients that I can see, in turn I can see Clients based on my Projects and Desks.
We need Assets for expandable row functionality, Wallets for navigating to wallets by clicking on asset which inside of expandable row.
Configurations - for currencies list, account types in filters.
Show transactions history is hidden, in case transactions view: false
**Core banking Accounts EDIT** - (Banks)
- **Core banking/Wallets VIEW** - (Assets, Accounts, Configurations, Clients, Projects, Desks) - Wallets can be seen only after clicking on asset in Accounts of Assets modules so these modules should be visible, visibility of Accounts and Assets depends on Clients visibility, in turn, I can see Clients based on my Projects and Desks.
- **Core banking/Transactions VIEW** - (Configurations, Clients, Projects, Desks, clients tab/transactions) - visibility of Transactions depends on Clients visibility, I see Transactions of Clients that I can see, in turn I can see Clients based on my Projects and Desks.
Configurations - for currencies list and for filters.
**Clients tab/transactions** and **Core banking/transaction** are fully chained; if we set the true view checkbox **Clients tab/transactions,** then **Core banking/transaction** will be true too, and the same for the edit checkbox.
- **Core banking Cards EDIT** - ( Assets, Accounts, Wallets, Bank) - Card CU drawer if fetching Clients and finding accounts and assets of the Client and Bank. Visibility of Assets, Accounts, Clients based on my Projects and Desks so this modules should be true. Configurations are Always used with Assets, Accounts, and Wallets.
Other modules are fully isolated
**Additional info:**
\- Requests tab and Requests are now separated, u can click one of them and another will be disabled,
\- Now all client submodules checkboxes are disabled if CLIENTS view\_own is disabled.
- **WICRM-323 - Duplicate Clients Table Added**
- Introduced a new action in the clients table. If there is an attempt to register a client to an already registered email or address, the system will now log this attempt in a "Duplicates" table for better tracking and management of duplicate entries.
- **WICRM-341 - Transaction Info Drawer Added**
- A transaction info drawer has been added to the transactions module, allowing users to view detailed information for each transaction.
- **WICRM-227 - Refresh Token Implementation**
- Improved session management by implementing refresh tokens. Now, active users will not be automatically logged out, improving user experience and session continuity.
- **WICRM-133 - Remove Crassula Mentions from Service**
- Removed all mentions of the Crassula system from the service.
- **WICRM-346 - Run Translation Deltas on Facade Startup**
- Implemented a feature to automatically run translation deltas (updates) when the facade service starts, ensuring that the latest translations are applied across the system.
# Release 1.2.0(23.10.2024)
### Features:
- **WICRM-370 - Postback Logic for Buckets✅**
- Implemented postback functionality for Buckets, allowing automatic HTTP requests to be sent after a user registers or makes their first payment.
- **WICRM-374 - Automation Rules for Buckets✅**
- Added automation logic for Buckets based on user registration time and traffic source. When a user matches an automation criterion, they are moved to the designated desk.
- **WICRM-381 - Configuration Tab UI for Buckets✅**
- Completed the UI design for the Configuration tab within the Buckets module.
- **WICRM-373 - Time Range Picker & Automation Tab UI Updates✅**
- Updated the Automation tab UI and added a time range picker for more flexible automation settings.
- **WICRM-379 - Search by Employee ID✅**
- Added the ability to search by employee ID in the system.
- **WICRM-338 - Validate Environment Variables During Setup**
- Added validation for environment variables during the system setup process to ensure all necessary configurations are in place.
- **WICRM-391 - Buckets Automation Code Refactor✅**
- Refactored the automation code within the Buckets module for better structure and maintainability.
- **WICRM-402 - Root User Access to Buckets✅**
- Granted root users access to all functionalities within the Buckets module.
- **WICRM-397 - Add Hours and Minutes to Datepicker in Client Actions✅**
- Enhanced the client actions datepicker to allow more precise date selection by including hours and minutes.
- **WICRM-396 - Main Section for Buckets✅**
- Implemented the main UI for the Buckets module, where users can view, edit, delete, and manage Buckets, as well as see source-related information.
- **WICRM-399 - Remove Mandatory Fields in Request Creation Form✅**
- Removed all mandatory fields from the request creation form, allowing for more flexible submissions.
- **WICRM-401 - Automation Tab UI for Buckets✅**
- Designed the UI for the Automation tab in the Buckets module.
- **WICRM-405 - Chrome API Account Login Storage✅**
- Enhanced login functionality, storing account data using the Chrome API for more seamless future logins.
- **WICRM-85 - Leads List UI in Buckets✅**
- Completed the UI design for the Leads list in the Buckets module.
- **WICRM-398 - Authentication Required for Registration Endpoint✅**
- Enforced authentication via identification tokens for Open API requests to the registration endpoint.
- **WICRM-404 - Navigation Update: Buttons Replaced with Links✅**
- Replaced buttons with links across the system, allowing users to open pages in new tabs or windows, improving flexibility.
- **WICRM-51 - Favorite Clients UI✅**
- Developed the UI for the Favorite Clients feature, allowing managers to easily monitor key clients without searching through the entire list.
- **WICRM-408 - Employee Calendar for Client Actions✅**
- Added an employee-specific calendar that tracks all client-related actions, displaying them immediately upon creation.
- **WIBR-190 - Enhanced Client Documents Display✅**
- Updated the client documents section to show a full list of all uploaded documents, instead of just a single entry.
- **WICRM-419 - Buckets Header UI✅**
- Designed the UI for the header in the Buckets module.
- **WICRM-421 - Placeholder Display When No Data Available✅**
- - Implemented a placeholder message for instances where no data is available.
- **WICRM-416 - Dashboard Logic for Buckets✅**
- Implemented the backend logic for the Dashboard tab in the Buckets module, enabling the display and functionality of metrics and insights related to Buckets data.
- **WICRM-413 - Dashboard Markup✅**
- Created the frontend markup for the Dashboard in the Buckets module, laying out the visual structure for displaying key statistics and metrics.
- **WICRM-438 - Display Next Fields in Clients' Table✅**
- Updated the Clients table to display additional fields that were previously hidden or unavailable, improving the visibility of important client information.
- **WICRM-440 - Add Backend Logic for Resolving Chart Data "By Sources" in Bucket's Dashboard✅**
- Implemented backend logic to populate and resolve chart data in the Buckets Dashboard, particularly focusing on grouping data "By Sources" for detailed insights.
- **WICRM-441 - Add Scroll Without Tabs to Buckets Dashboard, Issues with Markup, Filters✅**
- Enhanced the Buckets Dashboard to allow scrolling without switching between tabs. Also addressed layout issues with the markup and filters in the Dashboard.
- **WIBR-290 - Add Possibility to Add Client Documents via CRM✅**
- Added functionality allowing users to upload and manage client documents directly within the CRM system.
- **WIBR-300 - Add lastLoginIp and lastLoginDate Keys to Clients Model✅**
- Enhanced the Clients model by adding `lastLoginIp` and `lastLoginDate` keys, providing better tracking of client login activity.
- **WICRM-430 - Ability to Search for Employees by Various Criteria✅**
- Added a search functionality that allows users to find employees based on various criteria, improving efficiency in locating specific staff members.
---
### Bugfixes:
- **WICRM-378 - Select Options Should Not Depend on Translations✅**
- Fixed the issue where select options were incorrectly dependent on translations.
- **WICRM-380 - Default Request Status in Open API✅**
- Ensured that requests created via Open API were assigned the default status configured in the CRM settings.
- **WICRM-377 - Prevent Access to Employee Pages Without Action URL✅**
- Fixed a security issue where removing the action from the employee page URL still allowed access to the page.
- **WICRM-372 - Export Button Alignment Issue✅**
- Fixed the gap between the export button and the rest of the UI.
- **WIBR-195 - Document ID Not Saved During Profile Edit✅**
- Added the Document ID field to the client profile form to ensure proper saving of passport details.
- **WIBR-224 - Session Timeout Alignment Between CRM and Facade Tokens✅**
- Fixed an issue where session timeout durations were inconsistent between CRM and facade tokens.
- **WICRM-403 - Prevent Access to Client Pages Without Action URL✅**
- Addressed a security issue where users could access client pages even after removing the action from the URL.
- **WICRM-386 - Bank Selection Issue During Asset Creation✅**
- Fixed an issue preventing bank selection during the asset creation process.
- **WICRM-406 - Prevent Access to All Modules Without Action URL✅**
- Fixed security loopholes across all modules where users could access pages without the required action in the URL.
- **WICRM-387 - Trim Whitespace When Pasting IP into Whitelists✅**
- Fixed an issue where whitespace around pasted IP addresses in whitelist fields was not being trimmed.
- **WICRM-411 - Employee Password Not Saved if Field is Empty✅**
- Fixed an issue where an empty password field during employee profile editing would result in an incorrect password being saved.
- **WICRM-427 - Z-index Conflict with Favorite Clients in Clients Module✅**
- Resolved a z-index conflict causing the Favorite Clients window to overlap incorrectly with other windows.
- **WICRM-434 - Root User Unable to See Duplicate Actions✅**
- Fixed an issue where root users could not see duplicate actions in the Clients module.
- **WICRM-429 - White Screen on Duplicate Action in Clients Module✅**
- Fixed an issue causing a white screen when attempting to use the duplicates feature in the Clients module.
- **WICRM-420 - Change Errors for Buckets✅**
- Modified and improved the error messages related to Buckets to provide more detailed and user-friendly feedback.
- **WICRM-439 - User Is Not Logged Out When Editing Bucket ID in Page URL✅**
- Fixed an issue where users were not logged out of the system when manually editing the Bucket ID in the page URL, ensuring data protection.
# Release 1.3.0(31.10.2024)
### Features
- **WICRM-448 - E2E Testing Infrastructure ✅**
- Implemented an end-to-end testing framework to support automated testing across modules. This infrastructure aims to enhance the testing coverage and speed, enabling more efficient and comprehensive system validation.
- **WICRM-456 - 'Leads Signed-Up' Block Redesign ✅**
- Redesigned the "Leads Signed-Up" block in the Buckets dashboard to improve information clarity and visual hierarchy, making it easier for users to analyze lead data at a glance.
- **WICRM-455 - New Icons for Favorites Modal ✅**
- Introduced updated icons for the Favorites Client modal window, providing a more modern and visually cohesive user experience that enhances navigation within the modal.
- **WICRM-454 - Client Password Change ✅**
- Added a feature allowing client managers to change clients' passwords directly within the client profile form. This functionality is accessible to managers with specific permissions, enhancing account security and management control.
- **WICRM-469 - Nonvisible Bucket Lead Actions Disabled**
- Updated bucket lead actions so that icons for assigned actions remain visible but are inactive after completion, ensuring clearer user interaction and feedback.
- **WICRM-463 - Stay on Client Profile Page Post-Edit**
- Updated client edit workflow to keep users on the client’s profile page after saving changes, avoiding redirection to the main user table and improving manager productivity.
- **WICRM-466 - Employee Calendar Markup**
- Created UI elements for an action calendar specific to assigned employees, providing a structured interface for scheduled tasks and events.
---
### Bugfixes:
- **WICRM-445 - Role Name Character Limit ✅**
- Adjusted the role name character limit by reducing the minimum length to two, allowing for simpler and more flexible role naming within the system.
- **WICRM-431 - Action Save Error in Client Module ✅**
- Resolved an issue where the "action" drawer in the client module lacked error messages for required fields. Now, when a required text area is left blank, an error is displayed, ensuring users understand why the action cannot be saved.
- **WICRM-450 - Email Field Validation for Submit Button ✅**
- Fixed the validation logic for the password reset email field so the submit button remains inactive until a valid email address is entered. This update prevents incomplete or incorrect requests and enhances form accuracy.
- **WICRM-462 - Double Minus Sign Issue in API Transaction Entries**
- Fixed a bug where the minus sign in the amount field wasn’t processed correctly via OpenAPI, resulting in double minus signs in transaction tables.
- **WICRM-460 - Remove 'Source' Field Requirement for Transactions**
- Updated transaction creation requirements by removing the 'Source' field as mandatory, increasing flexibility for users creating new transactions.
- **WICRM-457 - Label Validation Fix**
- Resolved a validation issue in the translations module that prevented editing or creating translations with separators, ensuring smooth entry and editing functionality.
# Release 1.3.2 (06.11.2024)
### Features
- **WICRM-494 - Notification Design Update✅**
- Updated the design of notifications for improved readability and appearance.
- **WICRM-482 - Manager Property Update in Client Profiles✅**
- Changed the data structure to link each client’s manager information directly to the employee database for more accurate references.
- **WICRM-471 - Security Module: Frontend for Reports and Filters✅**
- Added tables and filter drawer functionality in the new Security MS module, allowing security engineers to report issues and monitor their progress easily.
- **WICRM-470 - Security Module: Backend for Issue Management✅**
- Implemented backend logic for creating, editing, and tracking issues in the Security MS module. Set up role-based permissions for better access control.
# Release 1.4.0 (13.12.2024)
### Features
- #### **WICORE-69 - Kanban Board for Incident Reports**
- A Kanban board has been added for the Incident Reports module. Users can now view tasks in two formats: Table and Kanban board. The board columns represent task statuses.
- #### **WICORE-22 - Link Clients to Selected Projects in Requests**
- When creating a request, the client selection is now tied to the selected project. The **Clients** field will remain inactive until a project is chosen, ensuring only relevant clients are displayed.
- #### **WICORE-51 - Jenkins API Integration**
- Integrated the Jenkins API into the system. This enables interaction with active pipelines and integrations through API endpoints.
- #### **WICORE-50 - CI/CD Backend Architecture**
- Implemented the backend architecture for the CI/CD module, including viewing active pipelines and their integrations via API.
- #### **WICORE-48 - Run Pipelines Functionality**
- Added functionality to initiate pipelines and receive notifications on whether the execution was successful.
- #### **WICORE-46 - Polling for Pipeline Status**
- Introduced polling to continuously check whether pipelines are running and display their current status.
- #### **WICORE-47 - Display Pipeline Status and Names**
- Jenkins pipeline statuses and names are now displayed within the system for better visibility.
- #### **WICORE-33 - New Fields for Clients: Nationality and Risk Level**
- Added **Nationality** and **Risk Level** fields to the client model. These fields are now visible in the interface, editable, and included in client records.
- #### **WICORE-32 - Add Request Types**
- A **Types** field has been added to the Requests module for categorizing requests.
- #### **WICORE-34 - Client Order Number API Endpoint**
- Developed an API endpoint in OpenAPI to retrieve the sequential order number of a client.
- #### **WICORE-43 - Simplified Button Titles**
- All button titles starting with "Add ..." have been renamed to just "Add" for better readability.
- #### **WICORE-61 - Projects Usage Scheme in CRM**
- Created a detailed scheme explaining how projects influence various CRM modules. It includes user permission scenarios and their effect on project display and functionality.
- #### **WICORE-62 - Update Emails for Requests on Release Branch**
##### Requests are now updated with new email data on the release branch to align with platform configurations.
- #### **WICORE-56 - Project-Based Module Display**
This task represents a significant improvement in managing and displaying data for specific projects within the CRM. Below is a detailed description of the task and its impact:
##### **Core Functionality**
1. **Project Selection**
- The selected project dynamically filters data across all modules, displaying only relevant information.
2. **Changes at the Module Level**
- **Viewing a Single Project:**
- When a specific project is selected, tables across all modules display data related only to that project.
- The **Project** column is hidden in this mode, as it becomes redundant.
- **Viewing All Projects:**
- When "All Projects" is selected, tables display data from all projects.
- The **Project** column is shown in this mode to distinguish records by project.
3. **Integration with Core Banking**
- All Core Banking configurations, such as currency settings, are now linked to specific projects.
- This allows each project to have its own rules and settings, enhancing flexibility.
##### **User Permissions and Access Control**
- Access to project-related data depends on user permissions:
- **Users with full access:** Can view and manage data for all projects.
- **Users with limited access:** Can interact only with data from the projects they are assigned to.
- This ensures data confidentiality and restricts access to sensitive information based on roles.
##### **Customization and Flexibility**
- This functionality offers a high degree of flexibility to meet diverse organizational needs:
- Projects can be configured independently with unique parameters and workflows.
- Users can work in an isolated environment for a single project or view data across all projects if they have the required permissions.
##### **Technical Enhancements**
1. **Dynamic Queries and Filters**
- Server-side queries dynamically adapt based on the selected project, ensuring users see only relevant data.
2. **Improved Interface and UX**
- Clear visual indicators showing the currently selected project.
- Adaptive design for seamless switching between projects.
3. **Integration Across All Modules**
- The project selector is integrated into all modules ensuring a consistent user experience.
##### **Business Impact**
- **Improved Data Segmentation:** Allows teams to focus on their assigned projects without being distracted by irrelevant data.
- **Enhanced Customization:** Organizations can configure settings for individual projects, improving operational efficiency.
- **Better Collaboration:** Teams working on multiple projects can quickly switch and access necessary data.
- **Reliable Access Control:** Ensures compliance with data security policies by restricting access based on roles and permissions.
- #### **WICORE-60 - Encryption/Decryption Flow Documentation**
- Developed a detailed scheme explaining the encryption and decryption flow.
- #### **WICORE-10 - RabbitMQ Exchanges Scheme for Projects**
- Created a scheme to demonstrate how RabbitMQ exchanges are utilized across projects.
- #### **WICORE-21 - Default Zero Balance for New Assets**
- The **Balance** field now defaults to 0 when creating new assets. Users can modify this value during the creation process.
- #### **WICORE-3 - Test Client Data Updates with Integrations**
- Tested updates to client data in integrations when changes are made to their information within the CRM system.
- #### **WICORE-5 - Move Client Data Updates to Patch Branch**
- Moved the functionality for updating client data in integrations to the patch branch for consistency and stability.
- #### **WICORE-31 - Import Clients Implementation**
- Implemented functionality to import clients into the system, streamlining client data migration from external sources.
- #### **WICORE-39 - Import Clients UI**
- Developed a user-friendly interface for the client import feature, making it easier to manage imported data.
- #### **WICORE-38 - Default Color for Statuses in Configurations**
- When creating new statuses for clients or requests in the configurations module, a default color is now automatically assigned to ensure consistency.
- #### **WICORE-49 - CI/CD Pipelines UI**
- Created a user interface for the CI/CD Pipelines module to facilitate pipeline management.
- #### **WICORE-37 - Input Validation for Session Time and Refresh Token**
- Introduced input validation for configuration fields such as session time, refresh token time, and login attempts. Negative values are now disallowed.
- #### **WICORE-63 - Disable Label Field on Edit**
- The **Label** field is now disabled when editing entities in the "Types of Account" module to prevent unintentional changes.
- #### **WICORE-26 - Rename Dashboard to Analytics**
- Renamed the **Dashboard** module to **Analytics** and added two new permissions: **view own** and **view all**. The module is temporarily hidden from the sidebar and will be reintroduced after further improvements.
- #### **WICORE-45 - Updated Translation for "Edit" Permissions**
- Revised translations for role permissions: **Edit** is now displayed as **Create/Edit** to reflect the functionality accurately.
- #### **WICORE-41 - Notification Instead of Logout for Restricted Actions**
- System users are no longer logged out when attempting restricted actions. Instead, an error notification is displayed, informing them of the restriction.
- **WICORE-28 - Add Actions and Reminders in Calendar**
- Users can now create actions directly in the calendar module. A new action type, **Reminder**, has also been added for better scheduling and task management.
- #### **WICORE-121 - Logs Service Architecture Update**
- The Logs service has been restructured, transitioning from ElasticSearch to MongoDB for storing log data.
- #### **WICORE-30 - Redirect to Clients Page After Login**
- After logging in, users with access to the **Clients** module are automatically redirected to it. Users without access are redirected to another available module.
- #### **WICORE-42 - New Icons for CI/CD and Security MS**
- Added unique icons for the CI/CD Pipelines and Security microservices for better module identification.
- #### **WICORE-12 - Shared Library Integration Across Microservices**
- Integrated the shared library into all microservices for consistent functionality.
- #### **WICORE-16 - Project Selection Based on Clients for Requests**
- Requests in the Core Banking module now automatically select a project based on the chosen client. The same functionality is implemented in the **Requests** tab under the Clients module.
- #### **WICORE-13 - Simplified "Add" Button Text**
- Updated all **Add ...** buttons to display only **Add** for better consistency.
---
### Bugfixes
- #### **WICORE-99 - Chart Indexing in Buckets Module**
- Resolved an issue where larger charts overlapped smaller ones when switching between time filters (month/year) in the Buckets module analytics tab.
- #### **WICORE-98 - Revert Email Update Changes on Clients' Platforms**
- Reverted changes related to updating client email addresses on the platform.
- #### **WICORE-97 - Bugs Identified During Demo by Volodymyr**
- Fixed several issues identified during a demo meeting led by Volodymyr.
- #### **WICORE-96 - Client Module Permissions Bug**
- Corrected a bug allowing users to assign "Encrypted Email" and "Encrypted Phone" permissions to roles without access to the client module. Now, a minimum permission level of "View Own" is required.
- #### **WICORE-101 - Requests Visibility Issue with View Own Rights**
- Fixed a bug where requests were not displayed correctly when **View Own** permissions were enabled.
- #### **WICORE-124 - Validation for Role Creation Without Permissions**
- Users can no longer create roles without assigning at least one permission.
- #### **WICORE-125 - Restrict API Access for Deactivated Clients**
- Implemented API restrictions for deactivated clients to enhance security.
- #### **WICORE-137 - Note Action Creation Issue**
- Resolved an issue preventing the creation of note actions for clients.
- #### **WICORE-156 - Employee Permissions Issue in Project Edit Mode**
- Fixed incorrect employee permissions when adding or editing employees in the **Project Edit** mode.
- #### **WICORE-162 - Employee Form Visibility Issue**
- The employee form is now visible with disabled fields when users have **View** permissions only.
- #### **WICORE-171 - Calendar Visibility for Root Users**
- Removed the calendar module from the root user's view to avoid unnecessary clutter.
- #### **WICORE-24 - Translation Display Issue in Roles Module**
- Corrected translation display for bucket rights labels in the Roles module.
# Release 1.5.0 (11.01.2025)
### Features:
- ##### **WICORE-2** - Integrated Rootkit and ClamAV with the CRM Security module.
- Malware reports generated by Rootkit and ClamAV are now stored in the Malware Report module within the Security MS.
- ##### **WICORE-181** - Removed the ID column from Security module tables.
- Simplified the display by eliminating unnecessary ID columns in security-related tables.
- ##### **WICORE-184** - Disabled editing of descriptions in malware reports.
- Users can no longer edit descriptions in malware reports. Input fields for descriptions are now read-only.
- ##### **WICORE-185** - Verified and updated drawer titles in Security modules.
- Ensured consistency and accuracy of drawer titles across all Security modules.
- ##### **WICORE-191** - Added permissions for deleting client documents.
- Introduced specific user rights to allow document deletion within the clients-documents collection.
- ##### **WICORE-192** - Added new document types for clients.
- Utility bills and driver's licenses are now available as document types in the system.
- ##### **WICORE-206** - Replaced `LogToElasticSearch` with `logEvent`.
- Updated the logging mechanism to use `logEvent` for better performance and maintainability.
- ##### **WICORE-208** - Enhanced transaction reports in Reports MS.
- Added a new route for transaction report data and removed dependency on Puppeteer for generating reports.
- ##### **WICORE-221** - Implemented project utilization for reports.
- Introduced a project-based approach to manage report data more effectively.
- ##### **WICORE-231** - Updated key validation rules.
- Allowed the use of characters like `-`, `_`, and `.` in modules that include a "key" property.
- ##### **WICORE-233** - Improved client import documentation.
- The example file for client import now opens in a new browser tab for easier access.
- ##### **WICORE-236** - Added a project field to all Security module collections.
- Included a project-related property in every collection within the Security MS.
- ##### **WICORE-240** - Enabled image uploads in TinyMCE using the upload service.
- Users can now add images in TinyMCE through the system's upload service.
- ##### **WICORE-252** - Disabled external image links in TinyMCE.
- Removed the ability to add images via external links in TinyMCE to improve security and consistency.
- ##### **WICORE-235** - Add project column to malware reports tables
- Added a new "Project" column to malware reports tables for improved data clarity and filtering.
- ##### **WICORE-259** - Add logEvent to Security and CICD microservices
- Implemented `logEvent` in Security and CICD microservices to ensure that actions in these modules are recorded in logs for better tracking and debugging.
- ##### **WICORE-265** - TinyMCE. Images. The best option will be to have ability to resize it
- Added the ability to resize images in TinyMCE to enhance editing flexibility for users.
- ##### **WICORE-276** - Tooltip for disabled button "Save" in Roles module
- When creating or editing a role, the "Save" button is now disabled and displays a tooltip if no rights are selected for the role.
- ##### **WICORE-287** - Add filtering option for inactive entities
- Filtering now allows displaying not only active entities but also inactive ones for clients, accounts, and assets
- ##### **WICORE-142** - Logs service. Add implementation of before-after payload of entity
- Implemented a feature in the Logs service to record both the "before" and "after" states of entity payloads during changes. This enhancement allows for a detailed audit trail by capturing the exact modifications made to entities, making it easier to track and review updates or debug issues. The logged data provides a clear comparison of what values were changed and ensures greater transparency and accountability in the system.
- ##### **WICORE-27** - Reminding script for notifications
- A script was added to handle reminders for notifications. It works by scheduling notifications based on selected times before an event and automatically creating reminders when the time comes.
- ##### **WICORE-167** - Frontend part
- When creating reminder events or calls in the calendar, a multi-select option was added to choose notification times (15 minutes, 30 minutes, 1 hour, 2 hours, 1 day, 2 days, 1 week) before the event.
- ##### **WICORE-168** - Backend part
- The backend processes reminder notifications by storing and scheduling them based on the selected times. When a reminder is due, it generates and sends a notification for the event.
- ##### **WICORE-328** - Add support for "withAssets" parameter in getAccount request
- The `getAccount` OpenAPI method has been reworked. The previously non-functional "withAssets" query parameter now works correctly, allowing accounts to be retrieved either with or without their associated assets.
---
### Bugfixes:
- ##### **WICORE-244** - Fixed entity deletion error in Security modules.
- Addressed an issue where deleting an entity would cause the module to become unresponsive.
- ##### **WICORE-245** - Fixed login error for new clients.
- Resolved an error that occurred when new clients accessed the login page for the first time.
- ##### **WICORE-243** - Corrected initiator logs.
- Ensured that the correct action initiator is recorded in system logs.
- ##### **WICORE-232** - Hid tokens in requests for the Identification Tokens module.
- Removed tokens from being visible in `getAll` and `getSingle` API responses for improved security.
- ##### **WICORE-229** - Fixed date selection in calendar modules.
- Users can now specify dates after the current date in calendar modules.
- ##### **WICORE-222** - Resolved editing issue in Penetration Reports.
- Fixed a problem that prevented entities in the Penetration Reports module from being edited.
- ##### **WICORE-225** - Added translations for role labels in the main table.
- Provided correct translations for module names in the roles page main table.
- ##### **WICORE-228** - Corrected import clients modal link.
- Fixed the link to the example file in the Import Clients modal window.
- ##### **WICORE-210** - Corrected call action date display.
- Ensured the correct date is displayed for call actions.
- ##### **WICORE-197** - Fixed messaging issue for root users.
- Resolved a problem where root users couldn't send messages in user chats.
- ##### **WICORE-205** - Fixed Reports MS first-load error.
- Addressed an error that caused Reports MS to fail on the initial load.
- ##### **WICORE-253** - Fixed PDF editor and TinyMCE issues.
- Improved the display and data structuring for PDFs in TinyMCE and resolved related semantic issues.
- ##### **WICORE-256** - Buckets page fails to render with undefined or null parameters
- - Resolved an issue where the Buckets page would not load if any parameters were set to `undefined` or `null`.
- ##### **WICORE-261** - Postbacks creation and editing on Buckets page not working
- Fixed issues with creating and editing postbacks on the Buckets page to ensure proper functionality and data saving.
- ##### **WICORE-277** - Edit button incorrectly displayed when creating an event
- Corrected the behavior where the "Edit" button was displayed immediately when creating a calendar event, even though the event had not been fully created.
- ##### **WICORE-282** - Add a pointer cursor to the "Import Clients" button
- Improved the user interface by adding a pointer cursor for the "Import Clients" button to indicate it is clickable.
- ##### **WICORE-284** - Express rate limit warning fix
- Implemented a fix to handle Express server rate limit warnings, ensuring smoother server operations and error management.
- ##### **WICORE-341** - Fix total count issue with manager filter in Clients module
- Resolved an issue where the total count was incorrect when using the manager filter in the Clients module.
- ##### **WICORE-370** - Fix desk filter in Clients module
- Addressed a problem where filtering by desks in the Clients module was not functioning as expected.
# Release 1.6.0
### Features:
- ##### **WICORE-322** - Standardize hover color for UI elements
- A unified blue hover color is now applied to all elements like dropdown rows and similar components.
- ##### **WICORE-323** - Add logout confirmation popup
- A confirmation popup with the text "Do you want to log out?" now appears when attempting to log out.
- ##### **WICORE-332** - Move "Created date" column in logs module
- The "Created date" column in the logs module table has been moved to the start of the table.
- ##### **WICORE-338** - Adjust actions column width for single actions
- If the "Actions" column in a table has only one action, the column width is now reduced, and the action is centered.
- ##### **WICORE-371** - Role-based ordering to prevent higher-role assignment by lower-role users
- Introduced role hierarchy logic to enhance security in the roles module. Employees can no longer assign roles with higher ranks than their own. For example, a user with a "Project Own" role cannot create or edit a user with an "All Rights" role, ensuring proper access control.
- ##### **WICORE-376** - Enhanced security for Uploads and Logs microservices
- Implemented multiple security measures for the Uploads and Logs microservices, including:
- Helmet: Adds HTTP headers to protect against web vulnerabilities.
- CORS: Restricts access to trusted origins only.
- Browser-only middleware: Ensures that services can only be accessed through browsers.
- Rate limiting: Prevents abuse by limiting the number of requests allowed per user within a specific time frame.
- ##### **WICORE-342** - Select for statuses in the main table
- Added the ability to change the status of clients and requests directly from the main table using a status select dropdown. This eliminates the need to enter edit mode for status updates.
- ##### **WICORE-302** - Private Quick Message in Notification Center
- Developed functionality for sending private quick messages to clients. A new action was added to the client table, opening a drawer with a text area for entering the message. Once submitted, the message is sent directly to the client.
- ##### **WICORE-295** - Improved submodule utilization logic for client roles
- Updated the role module to ensure better usability:
- Enabling a main module does not automatically enable its submodules.
- Selecting a submodule automatically enables its parent module for clarity and consistency.
- ##### **WICORE-351** - JSON logger in Docker Compose
- Added a JSON logger to the Docker Compose configuration for each service, improving logging and debugging capabilities.
- ##### **WICORE-331** - Added `amlScreening` field to client entity
- Introduced a new field, **amlScreening**, to the client entity for better compliance management.
- ##### **WICORE-382** - Relocate CA Documents and CA Verification Levels to Settings configurations tabs
- Moved the CA Documents and CA Verification Levels sections to the appropriate tabs in Settings configurations for better organization.
- ##### **WICORE-395** - Create `client-documents` route in Uploads microservice
- Added a new `client-documents` route to the Uploads microservice for handling client-related document uploads.
- ##### **WICORE-396** - Update logging in Registration flow
- Enhanced the registration flow by updating the logging mechanism to provide more detailed and accurate information.
- ##### **WICORE-397** - Adjust layout in General Client form to reduce empty space
- Improved the UI of the General Client form by reducing unnecessary empty space for a more compact and user-friendly design.
- ##### **WICORE-301** - Extend User Verification State functionality
- Added a new tab in **Settings -> Clients Types** with two columns:
- **Clients Types**: Displays all client types.
- **Clients Configurations**: Includes two dropdowns:
- *Consider client is verified level*
- *Consider client is verified status*
These settings define the level and status required for a client to be considered verified.
In the Clients module, if a client's status and level match the configured settings, a green "Verified" label is displayed on the main client page. Otherwise, a red "Not verified" label is shown.
---
### Bugfixes:
- ##### **WICORE-286** - Fix drawer closing issues in CRM
- Fixed issues where drawers would close prematurely, causing data inside to be removed unexpectedly.
- ##### **WICORE-352** - Fixed multi-domain issues in microfrontend (MFE) systems
- Resolved conflicts in multi-domain setups where multiple CRMs used the same database, leading to inconsistencies in data handling.
- ##### **WICORE-375** - Updated dayjs template for the "Created" column in the clients table
- Changed the date format in the **Created** column of the clients table to **hh:mm DD.MM.YYYY** (e.g., 03:26, 15.01.2025).
- ##### **WICORE-374** - Resolved issues with select columns in the clients module
- Fixed problems with the select column functionality in the clients module, ensuring correct behavior and data handling.
- ##### **WICORE-348** - Fixed unique index for email
- Resolved an issue where the unique index on email addresses was not functioning correctly on some systems, allowing duplicate accounts to be created.
- ##### **WICORE-334** - Resolve UI issues in requests module
- Fixed minor UI issues in the requests module.
- ##### **WICORE-337** - Resolve UI issues in roles module
- Fixed minor UI issues in the roles module.
- ##### **WICORE-339** - Fix UI issues in incident reports
- Resolved minor UI issues in the incident reports module.
- ##### **WICORE-321** - Fix alignment of the "Restore password" button
- The "Restore password" button in the modal is now centered and spans almost the entire width of the window.
- ##### **WICORE-320** - Add hover effect for login button
- Correct hover effects have been added to buttons on the login pages.
- ##### **WICORE-327** - Resolve calendar UI issues
- Fixed various UI issues in the calendar module.
- ##### **WICORE-329** - Address project module issues
- Added ellipsis for entities in the drawer for adding members, and the hover color for the delete icon has been changed to red.
- ##### **WICORE-344** - Resolve configuration module UI issues in client area
- Fixed minor UI issues in the configurations module within the client area.
- ##### **WICORE-380** - Fix issues with Export clients
- Addressed an issue where exported client data did not align with the table data. The export logic was updated to correctly include the project and desk fields.
- ##### **WICORE-400** - Fix Export for Clients: Desk Access and Filter Issues
- Updated the export logic to ensure that only the desks available to the manager are included in the generated report. Additionally, fixed an issue where the export filter was not working correctly.
- ##### **WICORE-401** - Fix Transaction Filtering by Manager's Assigned Desks
Ensured that transactions are filtered based on the desks assigned to the manager, preventing access to unauthorized data.
# Release 1.7.0
#### Features:
- ##### **WICORE-390** - Translations solution
- This update introduces an essential Translations service that streamlines the management of translations and texts across the entire system. Key highlights include:
- **Central CRM Manager:**
- A primary CRM Manager now serves as the main hub for translations.
- Users can add, edit, or delete translations and texts that are used throughout the system and on various websites.
- For the Client Area, translations and texts are organized into groups, ensuring that each group of websites receives the appropriate localized content.
- **Client CRM Capabilities:**
Client CRMs function as consumers of the central Translations service and include the following features:
1. **Sync:**
- A dedicated "Sync" button allows client CRM users to synchronize translations and texts from the central CRM Manager.
- In the Client Area, if a client CRM is set up with a specific group at launch, all translations and texts for that group are automatically synchronized.
- If no group is specified, no translations will be synced automatically, giving users the option to manually add the necessary content.
2. **Redefine:**
- Although client CRMs do not allow direct addition or deletion of translations, users can override existing translations with custom ones.
- When a custom translation is provided, it takes precedence over the default version.
- If the "Sync" button is used while custom (redefined) translations exist, the main translations are updated, but the custom overrides remain intact. Removal of these custom translations is controlled solely by the client CRM user.
This solution ensures that translations are centrally managed yet flexible enough to accommodate custom requirements for client-specific deployments.
- ##### **WICORE-454** - Add before/after log details in Logs pages
- Enhanced both the main logs page and client logs by adding a feature that displays a drawer with before-and-after details for update operations, similar to the implementation for employees.
- ##### **WICORE-453** - Add tooltip for successful URL copy
- Added a tooltip that appears upon clicking the URL copy button to confirm the successful completion of the copy operation.
- ##### **WICORE-443** - Update system logos
- Replaced the old logos with updated designs to align with the new branding.
- ##### **WICORE-394** - Redesign Client Card layout
- Reorganized the layout of the client data page by rearranging information and blocks for improved clarity and usability.
- ##### **WICORE-297** - Revamp Clients' view drawer
- Redesigned the client view drawer (Client Card + Actions) to enhance the presentation of client information and improve the overall user experience.
- ##### **WICORE-508** - Fix RabbitMQ issue
- Resolved an issue affecting RabbitMQ messaging, ensuring proper communication between services.
- ##### **WICORE-503** - Move (projects) feature for clients - Markup
- Prepared the frontend markup for the feature allowing clients to be moved between projects.
- ##### **WICORE-463** - Add entity validation for different projects
- Implemented additional checks to prevent entities linked to different projects from being incorrectly associated with a client.
- ##### **WICORE-448** - Move account configurations to client types collection
- Reorganized account configurations by transferring them to the client types collection for better data management.
- ##### **WICORE-296** - Clients’ columns ordering for tables (Local Storage)
- Developed the functionality allowing users to reorder client table columns, with preferences saved in local storage.
- ##### **WICORE-502** - Clients’ columns ordering for tables (Local Storage) - Markup
- Implemented the UI markup for customizable table column ordering stored in local storage.
- ##### **WICORE-500** - Review and update translations
- Checked all existing translations and created a new collection to improve localization accuracy.
- ##### **WICORE-499** - Update favicon and system titles
- Updated the favicon across all platforms and changed all microservices’ head titles to “Wifox Business Core Solution” for consistency.
- ##### **WICORE-460** - Allow removal of unused verification levels
- Added logic to permit verification level deletion only if no clients are currently assigned to that level
#### Bugfixes:
- ##### **WICORE-458** - Fix reassign issues across projects
- Resolved an issue where a heavy database load in one CRM instance prevented managers from reassigning multiple clients to a different desk when those clients belonged to different projects.
- ##### **WICORE-456** - Isolate favorites per CRM user
- Implemented a feature that saves the CRM user's ID along with their selected client favorites in local storage, ensuring that favorite client data remains unique to each manager's account.
- ##### **WICORE-455** - Fix the initial rendering of language list
- Addressed an issue where the list of languages sometimes failed to render on the first load.
- ##### **WICORE-405** - Restrict entity visibility to assigned projects and desks
- Fixed an issue where users with "View own" permissions could see data from other desks and projects. This fix applies across all modules that use project and desk associations.
- ##### **WICORE-326** - Standardize error message formatting
- Unified the format of all error messages, ensuring consistency regardless of how they were originally written or translated.
- ##### **WICORE-446** - Improve error handling in session resolvers
- Corrected the error handling logic in session resolvers to ensure session-related issues are managed properly.
- ##### **WICORE-461** - Fix issue preventing verification status creation
- Resolved a bug that was blocking the creation of new verification statuses.
- ##### **WICORE-459** - Prevent deletion of client types with verification levels
- Fixed an issue where a client type could be deleted even if verification levels were assigned to it.
-
# Release 1.8.0
#### **Features:**
- ##### **WICORE-561** - **Removed validation for employee name**
- The employee name validation has been removed, simplifying the process of creating and managing employee entities.
- ##### **WICORE-551** - **Chain SecurityMS modules to Project module in rights**
- The issue where rights for SecurityMS wouldn't automatically include rights for projects has been fixed. Now, enabling rights for SecurityMS will automatically enable the required project rights.
- ##### **WICORE-544** - **Added clear translations and text deltas for WTCS solution**
- Implemented clear translations and deltas for WTCS to ensure all text was updated and consistent.
- ##### **WICORE-537** - **Added sidebar ranking functionality**
- This update allows you to configure the sequence of sidebar menu entities programmatically.
- ##### **WICORE-536** - **Updated notification logic to include client names**
- Notifications have been updated to include client names, improving clarity in notification logs.
- ##### **WICORE-533** - **Added password generation functionality for clients and employees**
- Introduced a feature that allows automatic password generation for clients and employees.
- ##### **WICORE-529** - **Added employee types**
- The employee types have been defined as: "Manager," "Sales," "Analytics," "Support," "Presale," and "Affiliate."
- ##### **WICORE-514** - **Separated internal and public pages in VCS**
- The internal and public pages within the VCS have been separated for better organization and clarity.
- ##### **WICORE-512** - **Added support for Grecaptcha in internal resolvers and Open API**
- GreCaptcha has been integrated into internal resolvers and Open API to enhance security.
- ##### **WICORE-482** - **Added custom logic to QMS as in WTCS**
- Custom logic similar to WTCS has been added to the QMS system to improve functionality.
- ##### **WICORE-389** - **QMS Pages (Feedbacks and Complaints)**
- Developed pages for managing feedbacks and complaints within the QMS system, enhancing customer feedback management.
- ##### **WICORE-624** - **Default Session Time Input**
- If session time is not configured in security settings, a default value will now be pre-filled in the input field.
- ##### **WICORE-595** - **Updated "Meta" Translation in Forms**
- The term **"Meta"** has been changed to **"Additional**," and an info icon with a popover description has been added for clarity.
- ##### **WICORE-594** - **Updated Text and Translations in Main Database**
- Various text corrections and translation updates were applied across the system.
- ##### **WICORE-585** - **Updated Project Name & Key Validation**
- The validation for project name and key fields has been updated:
- Minimum: **2 characters**
- Maximum: **64 characters**
- ##### **WICORE-583** - **Documents Now Configurable by Client Type**
- Verification document selection has been moved from general settings to the **Clients Types** tab, allowing per-client-type configuration.
- ##### **WICORE-582** - **General Settings Moved to Security Module**
- The **General** tab from settings has been relocated to a dedicated section in the **Security** module.
- ##### **WICORE-577** - **Info Icons for Core & CA Configuration Points**
- Added informational popups for each configuration point in **Core and CA** sections.
- ##### **WICORE-515** - **Log Filtering by Entity ID**
- A new filter has been added to the **General Logs** page, allowing logs to be filtered by **Entity ID**.
- ##### **WICORE-635** - **Implemented Query-Based Webpack Configurations**
- Support for **query-based** configuration adjustments was added in Webpack.
- ##### **WICORE-611** - **Date & Time in Client Actions History**
- The format across **Client Actions History** has been updated to include both **date and time** for better tracking.
- ##### **WICORE-610** - **"Data Difference" Drawer for Logs (Create Action Type)**
- A new **Data Difference** drawer has been added to logs for **"Create"** actions, displaying details about newly added entities.
- ##### **WICORE-600** - **Default Manager Selection in Client Actions**
- When creating a new **Client Action**, the **Manager** field will now default to the currently logged-in manager.
#### Bugfixes:
- ##### **WICORE-570 - Fixed issue where the template field in the roles module was not resetting after saving**
- The bug was fixed where deleting a template role wouldn't remove it, and it stayed visible. Now, you can properly remove or change template roles from the available options.
- ##### **WICORE-563** - **Fixed deposit issue where the application logs out on submitting**
- Resolved a bug where clicking the submit button on the deposit form triggered an unintended logout.
- ##### **WICORE-565 - Added `{ isPolling: true }` to the `getNotifications` resolver to fix the token refresh issue**
- This change ensures that the application token doesn't refresh during polling of the notification service, preventing unwanted logouts.
- ##### **WICORE-542** - **Fixed drag & drop issue on the clients columns drawer**
- The issue with the drag & drop functionality in the clients columns drawer has been resolved, improving user experience.
- ##### **WICORE-541** - **Fixed account type issues when creating an account on the Clients tab**
- Resolved issues where account types were incorrectly assigned or not selectable during account creation in the Clients tab.
- ##### **WICORE-452** - **Fixed issues with ellipsis in the UI**
- Resolved issues related to the use of ellipsis in UI elements where content was being cut off incorrectly.
- ##### **WICORE-604** - **Fixed Employee Visibility Across Projects & Desks**
- Employees from desks not linked to the user’s project will no longer be visible. Previously, users with access to Project A and Desk B could still see employees from Desk C, which has now been corrected.
- ##### **WICORE-632** - **Reverted ID Cache Strategy Due to Balancer Issue**
- An issue with cache strategy caused the CRM to fail loading properly. The previous strategy has been restored to ensure stability.
- ##### **WICORE-572** - **Updated Pipeline Automation Translations**
- Improved translations for text in the **Automation** section of the Pipelines module.
- ##### **WICORE-576** - **Removed Scroll Arrows for Small Lists**
- Horizontal scroll arrows will no longer appear if a list contains fewer than 5 items.
- ##### **WICORE-438** - **Resolved Cache Issues in Core CRM & Microservices**
- Fixed caching problems that were causing website performance issues in the **Core CRM** and other microservices.
# Release 1.9.0
#### **Features:**
- ##### **WICORE-712** - **Prevent Deletion of Referenced Products**
- Previously, products could be deleted even if other products referenced them.
- Now, an **error message** appears, requiring users to remove dependencies before deletion.
- ##### **WICORE-709** - **Standardized Actions Column Width**
- The **Actions column** in the **Actions module** and **Clients submodule** is now set to **100px** for consistency.
- ##### **WICORE-682** - **Added Delete Functionality for Actions in the Actions Module**
- Users can now delete **actions** directly in the **full Actions module**.
- ##### **WICORE-631** - **Pre-Call Notifications**
- Users now receive notifications before **Call events** at **15 min, 30 min, 1 hour, and 24 hours**.
- ##### **WICORE-620** - **Call Notifications with Countdown**
- Notifications now display when a **call is about to start** or in how many minutes/hours it will begin.
- ##### **WICORE-619** - **Improved Employee Event Notifications**
- Employee notifications now include:
- **Client name**
- **The exact call time and date**
- ##### **WICORE-609** - **Wider Client Info Drawer**
- UI adjustments make the **Client Info Drawer** wider and more user-friendly.
- ##### **WICORE-603** - **New Clients Actions Module**
- Introduced a **dedicated client actions module**.
- Users can **view, filter, sort, and create actions** in a separate table.
- ##### **WICORE-602** - **Added Delete Functionality for Client Actions**
- Users can now **delete** client actions.
- ##### **WICORE-601** - **Display Full Name in Client Actions Creator Field**
- The **Creator** field in **Client Actions** now displays the **employee's full name** instead of an email.
- ##### **WICORE-596** - **New Calendar Tab in Employee Module**
- A **Calendar tab** was added to the **Employee module**.
- Employee tabs are now separated into **"General"** and **"Calendar"**.
- ##### **WICORE-707** - **Hide Actions Table in Client Drawer if User Lacks Permission**
- If a manager **does not have access** to the **Actions module**, the **Actions table** is now **completely hidden** in the Client Info Drawer.
- ##### **WICORE-703** - **Updated Translations and Text Fixtures on Container Reload**
- The **approach** to storing **translations and text fixtures** has been revised. However, **automatic updates on container reload** have been postponed.
- ##### **WICORE-680** - **Improved Layout for Empty Tables**
- Previously, if a table was empty, the **"Add"** button appeared alone at the top. Now, a **"Total: 0"** label is displayed to maintain layout balance.
- ##### **WICORE-598** - **Show Full Name and ID in Client Info Drawer and Edit Form**
- The **header** of the Client Info Drawer and the **Edit Form** now display both the **Full Name** and **ID** of the client for better clarity.
- ##### **WICORE-640** - **Unified Date Format Across the Project**
- Standardized the **date format** across all modules to ensure **consistency** and improve user experience.
- ##### **WICORE-607** - **No Data Displaying in Tables**
- Updated table behavior: when no data is available, the **table structure with column names remains visible**, and a **"No data to display"** message appears inside the table instead of removing the entire structure.
- ##### **WICORE-841** – **Adjust Actions Drawer Width**
- Increased the drawer width for actions and switched to percentage-based sizing for better responsiveness.
- ##### **WICORE-808** – **Marketing Solution**
- Implemented the initial version of the marketing solution.
- ##### **WICORE-524** – **Buckets: FTD Postback Support**
- Added support for handling FTD (First Time Deposit) postback in the buckets module.
- ##### **WICORE-811** – **Add “Additional” Field for Project (String - JSON Editor in UI)**
- A new `additional` field was added to the project model. In the UI, this field is displayed as a JSON editor for flexible structured input.
- ##### **WICORE-810** – **Add Project Create Open API Endpoint**
- Introduced an Open API endpoint for creating projects via external systems.
- ##### **WICORE-809** – **Add Employee Create and Edit Open API Endpoints**
- Added Open API endpoints for creating and editing employees, enabling external integration and automation.
#### **Bugfixes:**
- ##### **WICORE-729** - **Fixed Action Date & Client Search Issues**
- Resolved inconsistencies between the **Actions module** and the **Clients tab**. Fixed an issue where searching for a client during action creation did not work correctly.
- ##### **WICORE-719** - **Fixed Issues in the Requests Tab in Clients**
- Adjusted the **action column width** in the **Requests tab** of the Clients module.
- Fixed an issue where the **"Drop Filters"** button was not displayed.
- ##### **WICORE-708** - **Root User Can Now Delete Actions**
- The **delete button** for **actions** is now visible and accessible to **root users**.
- ##### **WICORE-706** - **Fixed HTML Rendering in Security View Drawer**
- Previously, **HTML tags** were incorrectly displayed in the **Incident Reports module**.
- Now, **dangerouslySetInnerHTML** is used for proper rendering.
- ##### **WICORE-688** - **Fixed Missing Call Events in the Main Calendar**
- Call events now correctly appear in the main calendar.
- ##### **WICORE-773** - **Fixed Search Input Issue for Clients Across the System**
- The dropdown in the **search input** for clients was not displaying content despite receiving the correct data. This issue has been resolved.
- ##### **WICORE-771** - **Fixed Unauthorized Access to Clients**
- Managers with **"View Own"** rights and **"Manage All"** rights for projects and desks could access clients via **direct ID input in the URL**, even when they lacked permission. This has been fixed.
- ##### **WICORE-761** - **Snyk Fix for 55 Vulnerabilities (UI)**
- Security vulnerabilities in the **UI** have been addressed using **Snyk**.
- ##### **WICORE-760** - **Snyk Fix for 30 Vulnerabilities (Facade)**
- Security vulnerabilities in the **Facade** layer have been patched with **Snyk**.
- ##### **WICORE-734** - **Fixed Data Persistence in Create Action Drawer**
- When a manager edited an **Action** and immediately created a new one, the **previous action’s data** remained in the **Create Action Drawer**. This issue has been fixed.
- ##### **WICORE-730** - **Standardized Filters in `/requests` Open API Method**
- Filters in the `/requests` Open API method have been standardized to function **consistently** with other request endpoints.
- ##### **WICORE-848** – **Removed Unnecessary Bottom Padding in Drawers**
- Reviewed all drawers across the project and removed redundant bottom padding where it wasn’t needed, improving visual consistency and space efficiency.
- ##### **WICORE-857** – **Fix Drag-and-Drop for Roles When Moving to Lower Positions**
- Fixed an issue where items couldn’t be dragged to the very bottom of the list in the roles module. They would stop one position before the end.
- ##### **WICORE-856** – **Fix Pagination Behavior in Add Members Drawer**
- When adding members in a paginated view, if the current page became empty after the addition, the drawer now correctly navigates back to the previous page instead of showing "no data to display".
- ##### **WICORE-853** – **Add Translations for Clients Agreements Tab**
- Added missing translations to the client agreements tab.
- ##### **WICORE-851** – **Client Area Documents: Add Ellipsis Overflow for Columns**
- Applied text truncation with ellipsis in table columns to handle long text entries.
- ##### **WICORE-850** – **Fix Banner Component Rendering Issue**
- Resolved occasional rendering issues with the banner component.
- ##### **WICORE-847** – **Show Selected Project in Sidebar Project Select**
- Ensured the currently selected project is always visible in the sidebar project selector.
- ##### **WICORE-840** – **Fix Character Encoding for Client Export**
- Fixed encoding issues during client export that caused Cyrillic characters to display incorrectly in the exported document.
- ##### **WICORE-836** – **Fix Rights Chaining and Restriction Issues**
- Resolved several logic errors related to chained rights and permission restrictions in the roles module.
- ##### **WICORE-835** – **Fix Visibility Issue When Client Isn't Assigned to Desk**
- In core banking, a bug was fixed where access restrictions didn’t work correctly if a user had no desk assigned. Now, the system shows "View of the client restricted by permissions" as expected.
- ##### **WICORE-834** – **Fix Rendering of Bucket Snippet Block**
- Fixed an issue where the snippet block in the buckets module wasn't rendering properly.
- ##### **WICORE-833** – **Fix Display Issue with Long First and Last Names in Client Form Header**
- Handled layout issues caused by long names in the header of the client form.
- ##### **WICORE-829** – **Fix Displaying Requests with Certain Rights**
- Resolved permission-based visibility issues when displaying certain requests.
- ##### **WICORE-824** – **Standardize Dates in Requests Module**
- Applied a unified format for date display across the entire requests module.
# Release 1.10.0
#### Features:
- ##### **WICORE-940** – **Prevent Self-Removal from Projects or Desks**
- A manager with "manage own" rights can no longer remove themselves from project or desk members, preventing accidental loss of access.
- ##### **WICORE-933** – **Actions Module: Show Records Based on Visible Clients**
- The actions module now filters records according to the clients visible to the current user in the clients module.
- ##### **WICORE-932** – **Allow Client Creation with Manage Own Rights + Add Manager Field**
- Managers with “manage own” rights can now create clients. The “Manager” field is pre-filled in the form, ensuring proper visibility post-creation.
- ##### **WICORE-921** – **Add 'UID' to Common Search Fields**
- The UID field has been added as a searchable column in common filters.
- ##### **WICORE-902** – **Add AI-Based Translation Widget Throughout the System**
- An AI-powered translation widget is now available across the platform.
- ##### **WICORE-885** – **Update Role Handling in Business Module**
- Improved logic and structure for role assignments within the business module.
- ##### **WICORE-882** – **Change "Initiator" in Logs from ID to Full Name**
- Logs now show the initiator’s full name with ID in parentheses instead of just the user ID.
- ##### **WICORE-877** – **Move "Create Asset" Field to the Top of Client Form**
- The checkbox for "Create Asset" has been moved near the "State" field for better form layout.
- ##### **WICORE-876** – **Remove “Risk Level” and “AML Screening” Fields from Main Form**
- These fields are now removed from the client's create/edit form.
- ##### **WICORE-875** – **Conditional Rendering for Client Fields Based on Microservices**
- Fields in the client form now appear only if the corresponding microservice is active.
- ##### **WICORE-852** – **Make Data Columns Wider in Client Actions Module**
- Improved readability by widening columns in the clients' actions view.
- ##### **WICORE-839** – **Actions: Add SubTypes Support**
- Subtype options have been added to the actions module for better categorization.
- ##### **WICORE-838** – **Calendar Settings Not Persisting**
- Previously selected calendar views (month/week/day) now persist after re-login.
- ##### **WICORE-928** – **Advanced Translation via OpenAI Integration**
- The translation feature has been reworked using OpenAI integrations. Upon clicking the "Translate" button, a modal appears with a dropdown to select the preferred translation provider. Once the integration is chosen and the "Translate" button is pressed, the system automatically detects the source language and translates the content into the currently selected language tab. The process may take a few seconds depending on the text size. After completion, all content in the selected tab is replaced with the translated text.
- ##### **WICORE-927** – **Improved Clone Functionality**
- The cloning feature has been enhanced. Now, when clicking the clone button, a modal window prompts the user to select the language from which content should be cloned. After confirmation, all texts from the selected language are fully copied into the currently active language tab.
- ##### **WICORE-878** – **Improve Table Loader Behavior**
- Table loaders now fully blur the table background during data loading to prevent the NoData component from appearing behind the loader.
- ##### **WICORE-843** – **Reimplement Styles Using `wishared`**
- Styles throughout the platform have been refactored and reimplemented using the shared `wishared` library for better consistency and maintainability.
- ##### **WICORE-842** – **Add UID Field to Core Models**
- A new `uid` property has been added to the clients, assets, accounts, transactions, actions, and requests models. It auto-increments on creation.
- ##### **WICORE-819** – **Info Drawers Now Update the URL**
- When an info drawer is opened, the browser URL updates accordingly, allowing users to share a direct link to the drawer view.
- ##### **WICORE-949 – Add 'Clone' Functionality to Translation Drawers**
- A new **Clone** feature was added to the translation drawers. This allows users to duplicate translations from one language tab to another directly within the drawer interface. Users can select the source language, and upon confirmation, all translatable content will be copied into the currently active language tab.
#### Bugfixes:
- ##### **WICORE-950** – **Company Fee Not Filtered by Project in Client Form**
- The company fee field is now disabled until a project is selected. Once selected, the field activates and displays only fees related to the chosen project.
- ##### **WICORE-884** – **Wider Sidebar**
- Increased the width of the sidebar for better readability and UI consistency.
- ##### **WICORE-883** – **Unify Format of Verification Level in Client Types**
- The display format for verification level now matches the format used in the client form.
- ##### **WICORE-915** – **`clientIdentifier` Used as `managerId` in GetMessages API**
- Resolved incorrect parameter usage in the open API.
# Release 1.11.0
#### **Features:**
- ##### **WICORE-1078 – Add `subID` Field to Client Form (Frontend)**
- A new `subID` field has been added to the client's form on the frontend.
- ##### **WICORE-1069 – Replace Snippets Code Editor with Monaco Editor**
- The code editor used in the Snippets module was replaced with the more advanced Monaco Editor, improving the editing experience.
- ##### **WICORE-1041 – Add Tooltip Info to Cards in Bucket Configurations and Automation Pages**
- Tooltips were added to all cards in the Bucket Configuration and Automation pages to help users better understand their purpose.
- ##### **WICORE-976 – Add Subtype Filter to Action Filters**
- A filter by subtype was added to the filters in the Actions module for more granular control.
- ##### **WICORE-1072 – Introduce Dynamic Fields**
- Implemented logic that allows sending dynamic data to a WebHook after a lead is registered in a bucket. Now, fields such as **email**, **status**, **subID**, **affiliateID**, and **sourceID** can be passed directly via parameters in the WebHook URL.
- ##### **WICORE-1071 - New Buckets API endpoint for retrieving lead statuses**
- A new API endpoint `/buckets/{bucketId}/{affiliateID}/leads/{sourceId}` has been introduced. This endpoint allows fetching lead statuses filtered by bucket ID, affiliate ID, and source ID. The request body accepts a list of email addresses, and the response returns a mapping of each email to its current status (e.g., active, inactive). This functionality helps to validate leads and their statuses within specific buckets and affiliates, improving lead management and filtering by source.
- ##### **WICORE-1034 - Implement Custom Table for API-Only Usage**
- **Developed a custom table accessible exclusively through API endpoints to allow dynamic storage and management of flexible data entities. The implementation includes:**
- **Create:** Ability to create new custom records with various field types such as strings, numbers, and nested JSON objects.
- **Read:** Retrieve paginated lists of custom records, with support for filtering by field values and sorting by specified criteria.
- **Update:** Modify existing custom records by their unique identifier, updating any of the stored fields.
- **Delete:** Remove custom records based on their ID.
- **Search:** Fetch a single custom record by specifying any field name and its corresponding value.
- This API-centric approach provides flexibility for clients to store and manage arbitrary structured data under customizable entity names (e.g., "customer"), without modifying the core database schema. It is designed to support extensibility and integration needs where dynamic data handling is required.
- ##### **WICORE-903 – Add Telephony Widget to Clients' Actions**
- A new telephony widget was added to the client's actions module, enabling direct interaction with clients via phone through integrated telephony providers.
- ##### **WICORE-1080 – Add Active Links for "Edit" and "Create" Actions in Logs**
- Implemented clickable links in the logs module for action entries of type “edit” and “create”. Clicking these links redirects users directly to the related entities.
#### Bugfixes:
- ##### **WICORE-1050 – Status Display Issue in Configurations**
- Fixed a problem where statuses were not displaying correctly in the configurations module.
- ##### **WICORE-1049 – Add Translations for Bank Info Drawer**
- Translations were added for all labels and content shown in the bank info drawer.
- ##### **WICORE-1044 – Action Confirmation Popup Disappears Instantly When Deleting TFA Method**
- Fixed a bug where the confirmation popup for deleting a Two-Factor Authentication method would immediately disappear after appearing.
- ##### **WICORE-1043 – Bucket Module Issues**
- Various bugs and inconsistencies in the Buckets module were resolved.
- ##### **WICORE-1042 – Change Manager & Affiliate Fields to Searchable Selects**
- The input type for selecting an affiliate or manager was changed to a searchable select for better usability in large datasets.
- ##### **WICORE-1045 – Action Change History Not Displayed**
- Fixed an issue where the history of changes made to actions was not properly displayed in the UI. Now all edits and updates are visible in the drawer.
- ##### **WICORE-1081 – Add Search by \_id in Requests Search (Check Other Modules Too)**
- Extended search functionality in the Requests module by adding support for searching via `_id`. Similar enhancements were applied across other modules to ensure consistency.
# Release 1.12.0
#### Features**:**
- ##### **WICORE-1077** - Unit tests for Employees, Projects, Requests, RequestStatuses, Sync, VerificationDocuments, VerificationLevels
- ##### **WICORE-1088 -** Tests - Integrations - Access, ClientsTFA, Employees, Projects endpoint
- ##### **WICORE-1078 - Add subID field to frontend of client's form**
- ##### **WICORE-1027 - Added 'hold' delta into 'CA'**
- ##### **WICORE-1081 - Add search by \_id in requests search, check another modules too**
- ##### **WICORE-1104 - Add new fields to MS Trading - deltas**
- ##### **WICORE-1080 -** Add active links to have ability to click and redirect to it for "edit" and "create
- ##### **WIBR-1961** - add orders from Trading module
- ##### **WICORE-993** - Synchronization of clients with core and marketplaces
- ##### **WIEX-424** - Business flow logic
- ##### **WICORE-1091** - Tests - Integrations - Main client, client documents, client requests endpoints
- ##### **WICORE-1092** - Tests - Integrations - business client endpoints
- ##### **WIBR-319** - Change markup of modal removing stop loss / take profit from chart
- ##### **WIBR-307** - Close Order Reason By User
- ##### **WIBR-347** - I can open the account creation window despite being restricted
- ##### **WIBR-411** - Change icon and order in trading MFE
#### Bugfixes:
- ##### **WICORE-796** - Telephony integrations
- ##### **WICORE-1045 -** The history of action changes is not displayed
- ##### **WICORE-1099** - Count in all modules is working incorrectly. In database is one amount of entities, in UI - showing another
- ##### **WICORE-1116** - issue with tineMCE in Security MS
- ##### **WIBR-239** - Issues across client area (translations)
- ##### **WICORE-1094** - API - Business - issue with access for all GET queries
- ##### **WIBR-281** - Terminal issues
- ##### **WICORE-1097** - API - Clients - Documents hasn't had a validation for non exist entities for all
- ##### **WICORE-1102** - Tests - e2e - fix and optimize
# Release 1.13.0
#### Features**:**
- **WICORE-1141** - Add 'Created at', 'Updated at' properties to all possible entities
- **WIBR-487** - User's trading group configuration
\- Add new key to clients model
\- Add updateGroups methods for update clients groups
\- Add trading groups tab for Clients module
- **WICORE-1145** - Choose default language in appropriate module in clone modal
- **WISUB-95** - Clients database seed
\- create genrateClients script
- **WISUB-94**- Age verification logic
\- added 'photo' to available documents configuration
- **WICORE-1156** - Add projects plug in CMDB module
- **WIBR-608** - 'Price Deltas' remarkup
- **WISUB-100** - add superlikes
\- update findSuggestedClients method in Clients model
- **WISUB-106**- add clients photos
- **WICORE-907** - Fast filters: implementation
\- 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)
- **WIBR-1169** - Client types configuration for trading
\- added new selects for client types form: requiredLevelForOperations, requiredStatusForOperations
- **WISUB-107** - Dating info on dashboard
\- update generateClients script
\- update Open API method getAllByCustom for getting clients by filters which relating to dating
- **WIBR-1171** - CRM Clients Permissions: permission to edit verification level
- **WICORE-1162** - Actions: Fast filters
\- same logic as for Clients, but with another filters
- **WISUB-133** - Add generation of photos to clients seed
- **WIBR-645** - CRM clients: Last login info
\- last login block for clients form
- **WIBR-1168** - Add ability to assign to manager directly from buckets module, Leads submodule
- **WIEX-512** - Members list
\- updated getClientsBusinessesByBusiness open API method
- **WISUB-175** - Don't request people without passed verification on dating page and in daily pics on dashboard
- **WICORE-1181** - Add logic for statuses on clients registration and add relationshipGoal in client lifestyle property
- **WIBR-1162** - Add restrictions for global filters on backend
- WIBR-1179 - Permission for creating new users only (separate permissison "create" for clients module)
- **WIEX-513** - Members list logic
\- add open API methods: removeClientFromBusiness, assignClientToBusiness, updateClientBusiness
- **WISUB-202** - Activity feed logic
\- add getAllWithLookup method for customs module
\- update customs getAll open API method
- **WICORE-1185** - Add isMain property to clients documents in order to control main photo / avatar in external resources
- **WIBR-1136** - Add all data that possible in order details drawer
- **WIBR-1037** - Precision for numbers in assets
- **WIEX-524**- Update rights for business members in WBCS and client area of WES
- **WISUB-225** - script to import clients from sql
- **WIBR- 1164** - Assets: Fast filters
\- same logic as for Clients
\- added logic to for number fields (equal/grether than/lower than)
- **WISUB-254** - add possibility to request requests with messages in get all open API method
- **WISUB-270** - add ability to request client documents in API with existing filters
- **WISUB-258** - Receive documents of users in relatedClients in request for request and add image on dating page
- **WISUB-257** - Check gender(lookingFor property) preferences for dating page in order to show only men/women/both when it's selected in profile
- **WIBR-1135** - Show clients data in table and drawer by clicking on client's fullname in orders
- **WICORE-1211** - Add teach action with fields as in comments
\- new type of action for Actions module
- **WICORE-1209** - Check is it possible to change manager for a bucket
\- checked and implemented
- **WICORE-1210** - Actions permissions: diff rights for CRUD
\- added separate permission "create" for Actions module
\- added new role checkboxes chains accordingly
**Roles issus (this type of issues is related to rights, and ability to achive some modules and functionality)**
- **WICORE-1191** - \[Roles\] Clients permissions issues
- **WICORE-1189** - \[Roles\] With Edit Own user can edit other users’ Buckets
- **WICORE-1188** - \[Roles\] User with View only permission can delete Desks
- **WICORE-1193** - \[Roles\] Settings permissions issues
- **WIBR-1194** - \[Roles\] Client Area permissions issues
- **WICORE-1199** - \[Roles\] Market Place permissions issues
- **WICORE-1207** - Requests messages are not working
- **WIBR-1196** - \[Roles\] Trading Configuration permissions issues
- **WICORE-1190** - \[Roles\] User can escalate own role rights
#### Bugfixes:
- **WICORE-1095** - API - Projects - validation for color and URL field has incorrect logic
- **WIBR-532** - Uploading bank document photo fails
- **WICORE-10941** - API - Business - issue with access for all GET queries
- **WIBR-526** - \[CRM\] Can't perform actions over clients' orders MS Trading
\- Configure correct checkboxes chaining between modules
- **WICORE-1098** - API - Requests - Endpoint hasn't had validation for non exist entities + hasn't had validation for PUT query for type field
- **WICORE-1173** - fix generate embeddings script issue
- **WIBR-645** - Fix date format and general filters checkboxes positions
- **WICRE-165** - Images in dating page - now they are not visible at all
- **WIBR-1180** - CMDB isssue with edit variable and makrup for tabs
- **WIBR-1174** - \[Filters\] When empty filter is applied, should display all list
- **WIBR-1075** - Issues with business clients
- **WICORE-1134** - Issues with filters after creating and editing in products
- **WIBR-703** - Subtypes for edit action are missing
- create separate resolver for getting subtypes in actions module
- **WIBSUB-335** - Incoming and upcoming messages are not working at all
# Release 1.14.0
#### Features:
- WISUB-339 - add filter for clients customs
- WICORE-1201 - Products. Add block for displaying external image(s) when it's added
- WIEX-529 - Don`t fetch current user when receiving business members in profile page
- WICORE-710 - CRM Tables: highlight a row on focus
- WICORE-1204 - Change text to make the message unclear
- WICORE-1219 - Change approach of WebAuthn functionality
- WICORE-1228 - Add voice helper to documentation assistant
- WICORE-1221 - Add show duplicates for filters on Clients page
- WICORE-1226 - Clients documents tab: add ability to upload heic/webp, issues with delete and upload
- WICORE-1202 - Assign clients to manager add manager name to dropdown
- WICORE-1213 - \[Clients\] Add search by project
- WICORE-1227 - Client entity needs to be extended with new fields
- WICORE-1230 - Clients: Add fast filters for edit client Actions tab
- WICORE-1223 -
- WICORE-1223 - Client tabs: Create Assets tab
- WICORE-1230 - Clients: Add fast filters for edit client Actions tab - issue with CRUD operations
- WIEX-564 - Platform integration. Basic create operation logic
- WICORE-1241 - Add possibility to request single employee and update it by email additionally in open API
- WICORE-12411 - added condition for case if employee doesn"t exist
- WICORE-1244 - Add status field *Is completed* (true/false) for actions
- WICORE-1239 - CRM: Clients: Verification status tag improvement
- WICORE-1240 - Fast filter for transactions
- WICORE-1246 - Allow to search Asset UID filter for transactions table by lookup, check PoC
- WICORE-1249 - \[Actions\] - Action can not be found by Client filters
- WICORE-1238 - Fast filters: Improvement for view more
#### Bugfixes:
- WICORE-1192 - \[Roles\] Actions page is blank
- WICRE-1205 - Cant reach properties remove button in edit text (Editor overflows another content)
- bugfix/WICORE-725 - Core Banking: Transactions amount issue
- bugfix/WICORE-703 - Subtypes for edit action are missing
- bugfix/WICORE-12122 - Global filter won't disappear until you disable it
- WICORE-1228 - Fix: Add voice helper to documentation assistant