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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-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-416 - Dashboard Logic for Buckets

    • Implemented the logic for the Dashboard tab 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.
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