# 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.