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Release 1.2.0

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-393 - Manager Column in Transactions Table

    • Added a new column to the transactions table that displays the manager responsible for each transaction.

  • 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.

  • WIBR-254 - Default Currency Option in Core Banking Configuration

    • Added the ability to mark a default currency in the Core Banking configuration settings.

  • 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-416 - Dashboard Logic for Buckets

    • Implemented the logic for the Dashboard tab in the Buckets module.

  • 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-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.

  • WICRM-421 - Placeholder Display When No Data Available

    • Implemented a placeholder message for instances where no data is available.

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.

  • WICRM-378 - Select Options Should Not Depend on Translations

    1. Fixed the issue where select options were incorrectly dependent on translations.

  • WICRM-380 - Default Request Status in Open API

    1. 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

    1. 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

    1. Fixed the gap between the export button and the rest of the UI.

  • WIBR-195 - Document ID Not Saved During Profile Edit

    1. 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

    1. 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

    1. Fixed an issue preventing bank selection during the asset creation process.

  • WICRM-406 - Prevent Access to All Modules Without Action URL

    1. 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

    1. 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

    1. 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

    1. 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

    1. 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

    1. Fixed an issue causing a white screen when attempting to use the duplicates feature in the Clients module.

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