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.