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Release 1.4.0

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-55 - Update Currency Name in Core Banking
    • The Name field for currencies in the Core Banking configuration can now be edited during the update action.
  • 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-59 - Default Currency for Accounts
    • When creating a new account in Core Banking, a default currency is now automatically configured based on the Core Banking settings.
  • 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, including Requests, Incident Reports, and Core Banking,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-102 - Filter Assets by Account ID
    • Added OpenAPI support for filtering assets by account ID, enabling users to view specific assets associated with multiple accounts under a single client.
  • 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.

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.
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