# WTS - Trading Core



# New Page

My apologies! I've now processed the full list of all 39 tasks from your search. I've categorized them into broader business themes and followed the exact structure from your example.

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</div></div></div></div>### 🖥️ CRM &amp; User Experience Overhaul

This theme focuses on making the platform faster and more intuitive by removing navigation friction and optimizing data display.

**WIFOX-1042 – Global Navigation &amp; Menu Management**  
Administrators can now globally configure the CRM menu structure, including visibility and ordering, via a new centralized module.  
**Business impact:**  
Allows for a tailored navigation experience across the entire organization, improving focus and efficiency.

**WIFOX-1149 – Optimized Sidebar Transitions &amp; State**  
To solve interface lag and flickering, we optimized sidebar transitions and state management for a snappier feel.  
**Business impact:**  
Provides a smoother, more professional user experience and reduces frustration during high-speed navigation.

**WIFOX-1040 – Persistent Fast Filters Across Sessions**  
Fast filters now remain selected and persist even after page reloads or navigation between different modules.  
**Business impact:**  
Saves time for teams who frequently switch between views, maintaining their specific data segments.

**WIFOX-1048 – Unified Table Footer with Total Counts**  
All CRM tables have been updated with a standardized footer that includes total record counts and rows-per-page selectors.  
**Business impact:**  
Provides managers with instant insights into dataset sizes and a consistent navigation experience across all modules.

**WIFOX-1047 – Native Scrolling for Large Data Lists**  
By replacing complex virtual scrolling with native browser behavior, we've ensured large lists load and scroll reliably without rendering glitches.  
**Business impact:**  
Ensures data integrity and visual stability when teams are reviewing long lists of clients or orders.

**WIFOX-1150 – Unified Footer Application Logic**  
Corrected the common table component to ensure the unified footer appears even when only pagination is configured.  
**Business impact:**  
Ensures a consistent navigation and reporting interface across 100% of the platform's data tables.

**WIFOX-1145 – Local Storage for Sidebar State**  
Moved the sidebar's expanded/collapsed state to local storage to ensure user preferences persist across sessions.  
**Business impact:**  
Increases user comfort by remembering their individual workspace layout preferences.

**WIFOX-1132 – CRM Font and Resource Review**  
Conducted a full audit of loaded fonts, removing redundant external calls to Google Fonts to speed up initial page load.  
**Business impact:**  
Reduces unnecessary network overhead, leading to faster "first paint" times for all users.

**WIFOX-1122 – Internal Scroll for Select Components**  
Implemented native scrolling within dropdown select components to handle long lists of options.  
**Business impact:**  
Improves usability in configuration forms where users must choose from large sets of data.

**WIFOX-1082 – Layout Padding Fixes**  
Adjusted right-side paddings in several UI drawers, including the Price Deltas view, for better readability.  
**Business impact:**  
Provides a cleaner, more professional interface that adheres to modern design standards.

**WIFOX-1039 – Comprehensive Performance Audit**  
Completed a deep-dive audit identifying CPU and RAM bottlenecks, leading to fixes in React style reconciliation and Ant Design cache management.  
**Business impact:**  
Significantly reduces platform "freezes" and ensures long-term stability as your data volume grows.

### 📈 Trading Operations &amp; Client Management

These updates target the core of your daily operations—managing accounts, leads, and financial data with higher precision.

**WIFOX-1049 – Operational Date Presets in Global Picker**  
We added dynamic date ranges like "Last 24 hours," "This Week," and "Last Month" to the date picker.  
**Business impact:**  
Significantly speeds up performance reporting and daily audit tasks for management teams.

**WIFOX-1074 – Duplicate Protection in Client Imports**  
A new "Skip Existing" mode for client imports prevents accidental duplicates or unwanted updates to existing lead data.  
**Business impact:**  
Protects the integrity of your lead database and prevents confusion among sales teams.

**WIFOX-1125 – Accurate Profit Display in Account Currency**  
We resolved a logic issue to ensure profits are correctly displayed in the account's base currency rather than a default system currency.  
**Business impact:**  
Ensures absolute financial clarity and builds trust with clients by showing accurate P&amp;L data.

**WIFOX-1050 – Task Ownership &amp; Responsible Manager Column**  
The Actions table now includes a "Responsible" column and a multi-select filter to track task ownership.  
**Business impact:**  
Improves accountability and allows team leads to quickly assess workload distribution.

**WIFOX-1106 – High-Volume Asset Support (1000+ Symbols)**  
The system now reliably loads and manages order data even when the platform is configured with over 1,000 different trading instruments.  
**Business impact:**  
Supports business scaling and allows for a more diverse range of trading offerings without performance loss.

**WIFOX-1127 – Enhanced Client Phone Display**  
Added a one-click copy icon and improved formatting for client phone numbers when telephony integrations are inactive.  
**Business impact:**  
Streamlines manual outreach and improves the efficiency of sales and support teams.

**WIFOX-1130 – Registration Status Visualization**  
Added a "Registered" status chip to the client profile card for immediate identification of account maturity.  
**Business impact:**  
Allows managers to instantly distinguish between new leads and fully onboarded clients.

**WIFOX-1123 – Redesigned Call Modal**  
Modernized the UI for the call management modal to align with the new CRM design language.  
**Business impact:**  
Reduces cognitive load for agents during active communication with clients.

**WIFOX-1060 – Searchable Manager Selection**  
Added a searchable interface to the "Manager" field within the client creation and edit forms.  
**Business impact:**  
Speeds up the assignment process in organizations with large management teams.

**WIFOX-1101 – Registration IP Tracking Fix**  
Resolved an issue where registration IP addresses were not being captured correctly during the client onboarding flow.  
**Business impact:**  
Improves security auditing and fraud detection by maintaining an accurate record of client origin.

**WIFOX-903 – Deposit Logic Review**  
Conducted a full review of the "All Time Deposited" logic to ensure historical financial totals remain accurate after account migrations.  
**Business impact:**  
Ensures accurate VIP tiering and long-term client value reporting.

### 🛡️ Security, Reliability &amp; Backend

Behind-the-scenes improvements to ensure data integrity and secure communication with your clients.

**WIFOX-293 – Full Suite of Automated System Emails**  
Finalized the complete set of system email templates for all key registration, transaction, and security events.  
**Business impact:**  
Ensures professional, branded communication is delivered to clients automatically at every touchpoint.

**WIFOX-809 – Refined Audit Logging &amp; Activity Filters**  
The log service now prioritizes explicit manager and client actions, filtering out background noise like polling or system refreshes.  
**Business impact:**  
Provides a cleaner, more actionable audit trail for compliance and risk management.

**WIFOX-1139 – Notification Service Infrastructure Fix**  
Resolved a URL doubling issue that caused email template fetching to fail in certain Docker environments.  
**Business impact:**  
Guarantees reliable delivery of system notifications across all deployment scenarios.

**WIFOX-1137 – Startup Validation for Core Services**  
Implemented mandatory startup checks for facade URLs and security keys to prevent "silent failures" in the notification service.  
**Business impact:**  
Reduces system downtime by identifying configuration errors immediately during deployment.

**WIFOX-1141 – Safe Container Bootstrapping**  
Optimized the trading service startup process to prevent bundled test data from accidentally overwriting live production symbol settings.  
**Business impact:**  
Eliminates the risk of operational data corruption during server restarts or updates.

**WIFOX-1146 – High-Capacity Lead Status Lookups**  
Removed an arbitrary 100-item limit for bulk lead lookups and documented the new pagination support in the public API.  
**Business impact:**  
Allows affiliates and external partners to sync larger datasets more efficiently.

**WIFOX-1079 – Simplified Symbol Configuration Model**  
Streamlined the trading engine by removing obsolete properties like "timezone" and "marginRequirement" from symbol definitions.  
**Business impact:**  
Simplifies instrument setup and reduces the technical complexity of the trading backend.

**WIFOX-1135 – Secure Bucket Deletion**  
Implemented a safeguard that prevents the accidental deletion of data "buckets" that still contain active sources.  
**Business impact:**  
Prevents accidental data loss and ensures a more structured administrative workflow.

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</div></div></div></div>**What would you like to do next?**  
A🎙️ **Modify the voice and tone**  
B. ➕ **Update the release notes to include more fields**  
C. 🔀 **Suggest alternate formatting or different themes**  
D. 📄 **Publish these notes into a new Confluence page**

One more thing, I'd love to hear any feedback you have on this agent. If you can spare thirty seconds to give me feedback, I'd love to hear about it. Give this message a thumbs up or down to share feedback with the Atlassian Rovo team!

# Release terminal v1.1.0

### Release terminal v1.1.0

**Release window (by commit dates):** 2025-12-12 → 2026-01-14  
**Scope:** Wifox / Tradersroom / DevTerminal + Client Area/Dashboard/UI fixes  
**Main themes:** **mobile terminal UX**, **branding customization**, **margin/quantity correctness**, **forms &amp; validation polish**, **symbol management fixes**, **CI/infra tweaks**

---

##### 1) Executive summary

This release is mostly a **stabilization + UX polish** drop with a couple of high-impact correctness fixes:

- **Trading / Orders correctness**
    
    
    - Fixed multiple issues around **staticUsedMargin**, **fulfilled/filled quantity units**, and **margin quantity multiplication**, preventing corrupted order quantities and wrong margin behavior.
- **Mobile trading terminal UX**
    
    
    - Several targeted improvements to mobile charts (padding, indicators text sizing, moving Y-axis price rendering, removing volume numbers).
- **Branding / UI customization**
    
    
    - Added/updated **Client Area &amp; Trading Terminal branding customization**.
- **General UI/CRM fixes**
    
    
    - A batch of UI bugs across Dashboard, Deposits/Withdrawals, Trading Ideas, Tickets sorting, printing pages, etc.

---

##### 2) Changes

**Key changes**

- **Branding**
    
    
    - `WIBR-881` — Client Area &amp; Trading Terminal Branding Customization
- **Mobile terminal / chart UX**
    
    
    - `WIBR-865` — Chart: remove right padding for mobile view
    - `WIBR-870` — Move Y-axis prices for mobile into chart rendering
    - `WIBR-855` — Remove volume numbers for mobile
    - `WIFOX-110` — Fix: indicators text still larger than graphs (mobile chart)
- **Symbols**
    
    
    - `WIBR-874` — Add symbol name inside “Add symbol” popup
    - `WIBR-858` — Fix: inactive symbol shown in add symbol tab
- **Margin / calculations**
    
    
    - `WIBR-852` — Remove multiplying by marginRatio for pip price &amp; PnL calculation
    - `WIBR-859` — Fix marginRatio (leverage) display in account info popup and buy/sell popup
    - `WIBR-871` — Fix incorrect calculation in close order popup
    - `WIFOX-134` — Fix: static margin not added to open order
- **Terminal**
    
    
    - `fix/WIFOX-157` — DevTerminal: staticUsedMargin issue affecting fulfilledQuantity of original order
    - A (temporary) revert commit: “revert artifact changes”
    - Detailed fix commit describing two critical bugs:
        
        
        1. `order-service`: `filled_quantity` was set **in lots instead of units** when updating fully-filled orders
        2. `margin-call-service`: removed **double multiplication** by marginQuantity (since order-service already returns units)
- **Ms.Trading. CRM**
    
    
    - - `BD-91` — Clients/Orders: client must be preselected and selection disabled
        - `BD-120` — Fix: symbol configuration import translation
        - `WICORE-1436` — Remove non-nullable rule for margin quantity param in orders requests
    - Environments / docker / build 
        - - `WICORE-1427` — Add/actualize templates of environments for all services
            - `WICORE-1414` — Docker builds optimization
    - UI/terminal-related shared changes
        
        
        - `WIBR-859` — Same leverage/marginRatio popup fix merged here too
        - `WIBR-788_symbols_conf_fix` — Add missing configuration
        - `WIBR-843` — Fix incorrect symbols name and label
        - `WICORE-1364` — Check markup of weekends in Trading MS
        - `WICORE-113` — Remove blur if less than 15 items?
- **Client Area. (Personal area)**
    - Branding / shared
        
        
        - `WIBR-881` — Branding customization (again, included here)  
            Signup/auth/token
        
        
        - `WIFOX-130` — Import signup not working due to previous autologin fix
        - `WICORE-1401` — Issues with token in signup API method
        
        UI / layout / spacing
        
        
        - `WIFOX-114` — Internal dropdown overflow parent input
        - `WIFOX-113` — Add 16px padding; buttons/text too close to screen edge
        - `WIBR-880` — Dashboard: inappropriate PWA button behavior
        - `BD-71` — Magnifying glass icon reversed
        - `BD-115` — Minor color issue of hold plug
        - `BD-116` / `BD-37` / `BD-143` / `BD-73` — Validation improvements (profile form weird validation, IBAN validation, etc.)
        - `BD-72` — Notifications affecting printed page
        - `BD-65` / `BD-67` — Deposit UI issues (expiry fields visibility when invalid; cursor position)
        - `BD-66` / `BD-76` — Table/scrolling/layout issues
        - `BD-74` / `BD-78?` (you have “Detailed idea view borders”) — Trading Ideas borders too wide
        - `BD-27` — Fix dates mess in Trading Ideas
        - `BD-39` — Incorrect sorting in tickets after creation
        - `BD-36` + `bugfix/BD-36` — Fix build + related behavior (do not show statistics entity if no price / 0.00)
        - `WIBR-875` — Bridge Pay: add test environment flow
        - `BD-180` — Fix unit tests

# Release 1.2.0

#### Release Notes — Clean Commit Summary

---

#### 🧩 MS. Trading — release-1.16.1

**Features**

- **CRM Trading:** Symbol import script now supports two modes:  
    *full replace* and *insert new only*
- **Trading Orders:** Allow changing order executed day  
    (removed unnecessary field mapping that caused issues)

**Fixes &amp; Improvements**

- Fixed container build errors

---

#### ⚙️ Trading Terminal Backend — release-1.2.0

**Features**

- **Trading Orders:**
    
    
    - Added `executedAt` field to order update API
    - UI updated with datetime input for order execution date
- **Quotes Service (MT5):**
    
    
    - Updated symbols list for current broker provider
    - Added provider-available symbols list

**Fixes**

- Fixed missing prices for some symbols in Terminal
- Removed problematic mapping logic when changing order executed day

---

#### 🖥️ Trading Terminal Frontend — release-1.2.0

**Features &amp; UX Improvements**

- Chart indicators limitation implemented
- Mobile scroll issue fixed in Trading Terminal
- RTL / LTR audit and layout fixes for Client Area
- TP/SL warning now disappears after input value change

**Fixes**

- Proper handling of error responses from Risk Service  
    (including `NEGATIVE_AVAILABLE_BALANCE`)
- Fixed symbol search by name and partial matches
- Fixed container build errors
- Closed orders now correctly display updated executed date in reports

---

#### 🏦 Traders Room — release-2.1.0

**Features &amp; Enhancements**

- Relaxed validation and improved formatting in import forms (Fast Registration)
- Branding customization for Client Area &amp; Trading Terminal
- PWA customization fixes
- Full backend unit test coverage for Facade (Resolvers &amp; API)
- Backend test coverage reporting implemented

**Fixes**

- Open API authentication fixed
- RTL / LTR layout fixes for Client Area
- Pagination double-arrow issue fixed
- 3DS payments issue fixed (CSP blocking)
- Image upload issue fixed on iPhone

# Release 1.2.0

#### Release Summary Report

**Release Version:** MS Trading &amp; Terminal – January 2026  
**Components:** MS Trading, Trading Terminal Backend, Trading Terminal Frontend, Traders Room  
**Release Date:** January 2026  
**Generated:** 2026-01-26

---

#### Executive Summary

This release delivers a set of **functional enhancements, stability fixes, and UX improvements** across Trading services, Trading Terminal (backend &amp; frontend), and Traders Room.  
The main focus areas include **order execution date flexibility**, **symbol management**, **frontend usability**, **branding**, and **platform reliability backed by increased test coverage**.

---

#### Release Highlights

#### New Features &amp; Capabilities

- **WIFOX-334** – CRM Trading: Symbol import script enhanced to support two modes: *full replace* and *insert new only*
- **WIFOX-266** – Trading Orders: Allow changing order executed day
- **WIFOX-266** – Trading Terminal Backend: Added `executedAt` field to order update API
- **WIFOX-266** – Trading Terminal Backend: UI updated with datetime input for order execution date
- **Quotes Service** – MT5: Updated symbols list for the current broker provider
- **Quotes Service** – Added list of symbols available per provider
- **WIFOX-111** – Trading Terminal Frontend: Chart indicators limitation implemented
- **WIFOX-267** – Trading Terminal Frontend: TP/SL warning disappears after input value change
- **WIFOX-322** – Traders Room: Relax validation and improve formatting in import forms (Fast Registration)
- **WIBR-881** – Traders Room: Client Area &amp; Trading Terminal branding customization
- **WIFOX-2** – Achieve full unit test coverage for Facade (Resolvers &amp; API)
- **WIFOX-1** – Implement backend test coverage reporting for Facade

---

#### Bug Fixes &amp; Corrections

- **WIFOX-359** – Fix container build errors
- **WIFOX-317** – Trading Terminal: Fix missing prices for some symbols
- **WIFOX-269** – Trading Terminal Frontend: Proper handling of Risk Service error responses, including `NEGATIVE_AVAILABLE_BALANCE`
- **WIFOX-257** – Trading Terminal Frontend: Fix symbol search by name and partial matches
- **WIFOX-370** – Trading: Closed orders do not display updated executed date in reports
- **WIFOX-274** – Traders Room: Fix Open API authentication
- **BD-253** – Fix pagination double-arrow issue
- **WIFOX-195** – Fix 3DS payments not working due to CSP blocking
- **BD-198** – Fix image upload issue on iPhone
- **WIFOX-125121** – Fix Wifox PWA customization issues
- **WIFOX-275** – Trading Terminal Frontend: Fix scroll issues on mobile

---

#### Improvements &amp; Enhancements

- **WIFOX-266** – Removed unnecessary field mapping when updating order execution date to improve stability
- **WIFOX-263** – RTL / LTR audit and layout fixes for Client Area
- **WIFOX-269** – Improved frontend resilience to backend error responses
- **WIFOX-322** – Improved validation UX and data formatting in Traders Room import flows
- **WIFOX-359** – Improved build reliability across services through container fixes

# Release Terminal release-2.1.2

# Release Summary Report

**Release Version:** Trading Platform – release-2.1.2 / release-1.17.0  
**Components:** Terminal Backend, Terminal Frontend, MS Trading, Traders Room  
**Release Date:** February 4 2026  
**Generated:** 2026-02-04

---

## Executive Summary

This release delivers **functional enhancements, financial correctness fixes, and UX improvements** across the Trading Platform.  
The primary focus areas include **order editing capabilities**, **margin handling stability**, **advanced filtering and sorting**, **report accuracy**, and **client-facing UX improvements** across Terminal, Traders Room, and MS Trading.

---

## Release Highlights

### New Features &amp; Capabilities

- **WIFOX-429** – Terminal Backend:  
    Added new Orders filters (`utcExecutedAt`, `updatedAt`) and sorting by `createdAt`, `updatedAt`, `utcExecutedAt`
- **WIFOX-313** – Trading / Terminal Backend:  
    Order Edit now allows changing **commission** for open orders
- **WIFOX-334** – MS Trading (CRM):  
    Symbol import script enhanced to support **full replace** and **insert new only** modes
- **WIFOX-427** – MS Trading:  
    Added **Created Date** and **Execution Date &amp; Time** columns to Orders table
- **WIFOX-348** – Terminal Frontend:  
    Removed commission from open orders view and moved it into final PnL
- **WIFOX-282** – MS Trading / Traders Room:  
    Client Activity Logs added to Sessions tab (Client + Manager actions)
- **WIFOX-322** – Traders Room:  
    Relaxed validation and improved formatting in Import Forms (Fast Registration)
- **WIBR-881** – Traders Room / Terminal:  
    Client Area &amp; Trading Terminal branding customization

---

### Bug Fixes &amp; Corrections

- **WIFOX-431** – Terminal Backend:  
    Fixed incorrect cross-rate handling for JPY and margin conversion to user currency
- **WIFOX-447** – Terminal Backend:  
    Fixed used margin not being released after closing an order when volume was changed
- **WIFOX-452** – Terminal Backend:  
    Added cleanup script for orphaned positions and releasing stuck used margin
- **WIFOX-424** – MS Trading:  
    Fixed Swap Long/Short update not working for open orders
- **WIFOX-425** – MS Trading:  
    Fixed incorrect PnL values displayed in open orders list
- **WIFOX-426** – MS Trading:  
    Fixed empty execution date in Orders table
- **WIFOX-359** – Platform:  
    Fixed container build errors
- **WIFOX-317** – Terminal Backend:  
    Fixed missing prices for some symbols
- **WIFOX-370** – Terminal Frontend:  
    Fixed closed orders not displaying updated execution date in reports
- **WIFOX-269** – Terminal Frontend:  
    Fixed handling of Risk Service error responses, including `NEGATIVE_AVAILABLE_BALANCE`
- **WIFOX-257** – Terminal Frontend:  
    Fixed symbol search by name and partial matches
- **WIFOX-275** – Terminal Frontend:  
    Fixed scrolling issues on mobile
- **WIFOX-402** – Traders Room:  
    Fixed scrollbar adjacency issue in symbols table
- **WIFOX-403** – Traders Room:  
    Fixed Trading Ideas issues (symbol identifier handling)
- **WIFOX-274** – Traders Room:  
    Fixed Open API authentication
- **BD-198** – Traders Room:  
    Fixed image upload issue on iPhone
- **BD-253** – Traders Room:  
    Fixed pagination double-arrow issue
- **BD-277** – Traders Room:  
    Fixed invalid ticket date on mobile
- **WIFOX-195** – Traders Room:  
    Fixed 3DS payments blocked by CSP
- **WIFOX-125121** – Traders Room:  
    Fixed PWA customization issues

---

### Improvements &amp; Enhancements

- **WIFOX-266** – MS Trading / Terminal:  
    Simplified order execution date update logic by removing problematic field mappings
- **WIFOX-452** – Terminal Backend:  
    Improved financial consistency by automatically cleaning orphaned positions
- **WIFOX-263** – Traders Room / Terminal Frontend:  
    RTL / LTR audit and layout fixes for Client Area
- **WIFOX-111** – Terminal Frontend:  
    Chart indicators limitation improvements
- **WIFOX-1** – Traders Room:  
    Backend test coverage reporting implemented (Facade)
- **WIFOX-2** – Traders Room:  
    Full unit test coverage achieved for Facade (Resolvers &amp; API)

# Release 2.6.0

### 1. 🖥️ Trading Terminal &amp; User Experience Improvements

**WIFOX-661 – Improved Trading Terminal and Tab Navigation**  
The trading terminal and active pairs tabs have been visually refreshed and streamlined for a more intuitive navigation experience.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-users-benefit-from-a"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-14o28o3" role="none"><div class="ak-renderer-document">- Users benefit from a cleaner, more user-friendly interface, making it easier to manage multiple trading pairs and navigate the platform.

</div></div></div></div>**WIFOX-660 – Enhanced Symbols List for Faster Trading**  
The symbols list in the terminal has been updated for better clarity, organization, and usability.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-traders-can-find-and"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-14o28o3" role="none"><div class="ak-renderer-document">- Traders can find and select trading pairs more quickly, reducing time to action and improving trading efficiency.

</div></div></div></div>**WIFOX-659 – Customizable Orders Table with Key Metrics Summary**  
The orders table now allows users to customize visible columns, view a summary of key metrics, and save their preferences for future sessions.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-teams-can-tailor-the"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-14o28o3" role="none"><div class="ak-renderer-document">- Teams can tailor their workspace to focus on the most relevant data, boosting productivity and decision-making.

</div></div></div></div>**WIFOX-635 – Role-Based Data Visibility in Trading Table**  
Column visibility in the trading table is now controlled by user permissions, ensuring only authorized users see sensitive information.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-supports-compliance-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-14o28o3" role="none"><div class="ak-renderer-document">- Supports compliance and data privacy by restricting access to financial details based on user roles.

</div></div></div></div>**WIFOX-643 – Faster Symbol Selection and Tab Opening**  
Selecting a trading pair now instantly opens it in a new or existing tab, streamlining the process and reducing unnecessary steps.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-traders-can-react-to"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-14o28o3" role="none"><div class="ak-renderer-document">- Traders can react to market changes faster, improving their ability to capitalize on opportunities.

</div></div></div></div>**WIFOX-644 – Simplified Order Placement with Clearer Take Profit/Stop Loss Options**  
Order placement modals now feature clearer options for setting Take Profit and Stop Loss, making risk management more straightforward.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-users-can-place-orde"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-14o28o3" role="none"><div class="ak-renderer-document">- Users can place orders with greater confidence and precision, reducing errors and improving trading outcomes.

</div></div></div></div>**WIFOX-645 – Clearer Close Order Experience**  
The close order process now provides clearer visual cues and information, making it easier to confirm and execute order closures.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-reduces-mistakes-and"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-14o28o3" role="none"><div class="ak-renderer-document">- Reduces mistakes and support requests by making the close order process more transparent and user-friendly.

</div></div></div></div>**WIFOX-646 – Easier Position Modification**  
The position modification process has been streamlined for clarity and ease of use.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-users-can-adjust-ope"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-14o28o3" role="none"><div class="ak-renderer-document">- Users can adjust open positions more confidently, supporting better risk management and trading flexibility.

---

</div></div></div></div>### 2. ⚙️ Trading Logic &amp; Backend Reliability

**WIFOX-686 – Unified Profit &amp; Loss and Margin Calculations**  
All P&amp;L and margin calculations are now handled on the backend, ensuring consistency across the platform.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-provides-traders-and"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-14o28o3" role="none"><div class="ak-renderer-document">- Provides traders and admins with reliable, accurate financial data, reducing discrepancies and confusion.

</div></div></div></div>**WIFOX-674 – Corrected Buy/Sell Price Display**  
A critical issue where Buy and Sell prices were displayed incorrectly has been fixed.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-restores-trust-in-pl"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-14o28o3" role="none"><div class="ak-renderer-document">- Restores trust in platform pricing, prevents financial inconsistencies, and protects users from misleading execution prices.

</div></div></div></div>**WIFOX-708 – Improved Error Handling for Orders**  
Order creation and closure now provide clear error messages when something goes wrong.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-users-receive-immedi"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-14o28o3" role="none"><div class="ak-renderer-document">- Users receive immediate feedback on failed actions, reducing confusion and unnecessary support requests.

---

</div></div></div></div>### 3. 📢 Proactive Notifications

**WIFOX-624 – Margin Call Notifications for Managers and Traders**  
The system now sends timely notifications about margin calls to both traders and their assigned managers.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-ensures-rapid-respon"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-14o28o3" role="none"><div class="ak-renderer-document">- Ensures rapid response to margin calls, reducing risk and improving client safety.

  
</div></div></div></div>

# Release 2.7.0

### 1. 🖥️ Platform &amp; Trading Experience Improvements

**WIFOX-752 – Responsive Trading Terminal Layout and Controls**  
The trading terminal layout and navigation have been optimized for all devices, with improved chart controls, drawing tools, and a more intuitive mobile experience.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-users-enjoy-a-seamle"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Users enjoy a seamless trading experience on any device, boosting engagement and reducing friction.

</div></div></div></div>**WIFOX-751 – Improved Number Input Usability**  
Number input fields now handle formatting and caret position more intuitively, especially with thousand separators.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-reduces-user-frustra"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Reduces user frustration and data entry errors, making financial operations smoother.

</div></div></div></div>**WIFOX-769 – Semi-transparent Volume Widget on Charts**  
Volume Widget under main chart changed to semi-transparent tone in order to not confuse users and make the same alignment with Trading View

**WIFOX-772 – Indicators Search Fix**  
The indicators search field now works correctly, allowing users to find indicators by name.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-faster-access-to-tec"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Faster access to technical analysis tools, improving trading efficiency.

</div></div></div></div>**WIFOX-779 – Real-Time Orders via Sockets**  
Order data in the terminal and CRM is now delivered via sockets for real-time updates.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-users-see-the-latest"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Users see the latest order information instantly, reducing delays and improving responsiveness.

</div></div></div></div>**WIFOX-741 – Trading Charts: Only Real Market Data, No Artificial Candles**  
Charts now display only real market data, collapsing time gaps when data is missing (e.g., weekends, holidays).  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-provides-a-more-accu"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Provides a more accurate and trustworthy view of market activity, supporting better trading decisions.

</div></div></div></div>**WIFOX-723 – Restrict Supported Timeframes to Required Set**  
Only the most relevant chart timeframes are now available, simplifying the user interface.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-reduces-confusion-an"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Reduces confusion and streamlines the trading workflow.

</div></div></div></div>**WIFOX-748 – ClickHouse Guest Mode (Read-Only)**  
A new guest mode allows read-only access to ClickHouse data.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-enables-secure%2C-cont"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Enables secure, controlled data access for analytics and reporting without risking data integrity.

---

</div></div></div></div>### 2. ⚙️ Backend, Data &amp; Trading Logic

**WIFOX-727 – Backend Consolidation: Single Process, No More account-service-spot**  
Multiple backend services have been merged into a single process, simplifying architecture and maintenance.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-increases-system-rel"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Increases system reliability, reduces operational complexity, and speeds up future development.

</div></div></div></div>**WIFOX-747 – Always Up-to-Date Leverage in Buy/Sell Dialogs**  
Leverage and margin data in Buy/Sell dialogs now refresh automatically while open, ensuring users always see the latest trading conditions.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-prevents-trading-err"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Prevents trading errors and surprises by keeping users informed of current trading rules.

</div></div></div></div>**WIFOX-703 – Fix Order Edit: Entry Price Now Recalculates PnL and Settlement**  
Editing an order’s entry price now correctly updates both displayed and settled PnL.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-ensures-financial-ac"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Ensures financial accuracy and trust in trading operations.

</div></div></div></div>**WIFOX-561 – Margin Call Service Review and Documentation**  
Margin Call Service has been reviewed, improved with AI analysis, and fully documented.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-reduces-risk-of-marg"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Reduces risk of margin-related issues and supports compliance with clear documentation.

---

</div></div></div></div>### 3. 📢 CRM &amp; Communication Enhancements

**WIFOX-600 – Clients Table: State Column, Filtering, and Customization**  
A new “State” column (live/demo) has been added to the Clients table, with full support for sorting, filtering, and customization.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-makes-it-easier-to-s"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Makes it easier to segment and manage clients, supporting better service and compliance.

</div></div></div></div>**WIFOX-599 – CRM Requests &amp; Trading Tickets: Always Visible Creation Date**  
The creation date of requests and tickets is now always visible, regardless of scroll position.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-improves-sla-trackin"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Improves SLA tracking, prioritization, and operational transparency.

</div></div></div></div>**WIFOX-739 – Feature Unavailable: Non-Blocking Notification Instead of Modal**  
When a feature is unavailable, users now see a notification instead of a blocking modal.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-reduces-user-frustra-1"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Reduces user frustration and keeps the interface interactive, even when features are restricted.

---

</div></div></div></div>### 4. 📊 Trading Groups &amp; Filtering

**WIFOX-717 – New Trading Groups Model: Default + Priority Overrides**  
A simplified trading groups model now supports a default group and priority overrides for specific symbols.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-makes-trading-group-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Makes trading group management clearer and more flexible for both users and managers.

</div></div></div></div>**WIFOX-722 – Complex Fast Filters on Backend Terminal**  
Backend now supports advanced filtering logic for terminal data, matching the capabilities of the core system.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-enables-more-powerfu"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Enables more powerful and precise data analysis for users.

---

</div></div></div></div>### 5. 💸 Financial Operations &amp; Accuracy

**WIFOX-792 – Accurate Handling of Small Sums in CRM Accounts**  
Deposits and withdrawals now correctly handle amounts with cents, ensuring no loss of value.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-prevents-financial-d"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Prevents financial discrepancies and supports accurate accounting.

</div></div></div></div>**WIFOX-310 – Deposit Requests Pending When Information Is Incomplete**  
Deposit requests now remain pending if required information is missing, preventing incomplete transactions.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-reduces-operational-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-aor1o2" role="none"><div class="ak-renderer-document">- Reduces operational errors and ensures compliance with KYC and AML requirements.

  
</div></div></div></div>

# Release 2.3.0

<span style="color: rgb(187, 187, 187); font-family: -apple-system, 'system-ui', 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 2.8275em; font-weight: 400;">1. Client oversight &amp; audit trail</span>

**WIFOX-282 – Unified Client Activity Log in Sessions Tab**  
The **Sessions** tab in the client card now shows a unified activity log with events from CRM, Tradersroom, and Trading Terminal, covering both **client actions** (logins, navigation, deposits/withdrawals, trading, profile changes, tickets, etc.) and **manager actions** on that client (views, edits, created/updated entities, bulk operations). Logs are filterable by actor type, source app, and event type, with full timestamps and metadata, while excluding sensitive payloads.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-gives-support%2C-risk%2C"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Gives support, risk, and compliance a single place to see “who did what and when” for any client.
- Speeds up investigations and dispute resolution and improves overall auditability.

---

</div></div></div></div>## 2. Trading tickets &amp; verification flows

**WIFOX-524 – New “Waiting for client” ticket status in Trading area**  
The Trading area ticketing flow now supports an additional **“Waiting for client”** status. Managers can mark tickets accordingly, and clients see this state in their UI.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-clarifies-whether-th"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Clarifies whether the next move is on the client or on support.
- Reduces confusion and back‑and‑forth in trading‑related support cases.

</div></div></div></div>**WIFOX-456 – “Feature is unavailable” modals for Withdrawal &amp; Close Order**  
When a user’s verification status is **Rejected / Pending / Init**, attempts to **withdraw** funds or **close an order** now show a clear “Feature is unavailable” modal with a **“Verify your identity now”** CTA, reusing the existing “Trading is unavailable” pattern. Actions are blocked until verification is complete.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-makes-compliance%E2%80%91dri"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Makes compliance‑driven restrictions explicit and consistent across trading and withdrawals.
- Redirects users into verification instead of failing silently or with unclear errors.

---

</div></div></div></div>## 3. Order placement: volume, min volume, TP/SL and profit

**WIFOX-515 – Volume input stepper (+/–) based on lot size**  
The **Volume** field in the New Order form now has **+ / – steppers** with step size derived from instrument **lot size**:

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-lot-size-0.0x-%E2%86%92-step"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- lot size `0.0x` → step `0.01`
- lot size `0.x` → step `0.1`
- lot size `>= 1` → step `1`

</div></div></div></div>Value is clamped at zero and correctly rounded.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-faster-and-less-erro"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Faster and less error‑prone volume selection aligned with instrument configuration.
- Reduces mis‑entries for very small or very large lots.

</div></div></div></div>**WIFOX-507 – Min volume processing &amp; enforcement end‑to‑end**  
The **minVolume** per instrument is now:

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-properly-imported-an"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- properly imported and stored in Trading MS,
- exposed to the terminal, and
- used in the UI as default volume and **hard lower bound** (UI prevents going below; backend also rejects too‑small volumes).

</div></div></div></div>**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-prevents-orders-belo"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Prevents orders below allowed minimum volume, avoiding rejects and confusion.
- Ensures trading behavior aligns with configured risk and product rules.

</div></div></div></div>**WIFOX-522 &amp; WIFOX-526 – Creating orders without TP/SL works reliably**  
Two related issues were fixed in the New Order form:

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-522%3A-clearing-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- **WIFOX-522:** Clearing TP/SL fields could cause a **NaN error**, blocking order creation even though TP/SL is optional.
- **WIFOX-526:** After filling TP/SL and then deleting them, the form sometimes still refused to submit.

</div></div></div></div>**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-traders-can-open-pos"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Traders can open positions without TP/SL as intended, without hitting hidden validation bugs.
- Reduces friction and failed order attempts due to optional‑field edge cases.

</div></div></div></div>**WIFOX-482 – Correct profit calculation for TP/SL on SELL orders**  
The profit preview in TP/SL inputs is now correctly calculated for **SELL** orders as well.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-traders-see-accurate"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Traders see accurate expected profit/loss when placing protective levels on short positions.
- Reduces risk of wrong expectations and complaints around PnL behavior.

</div></div></div></div>**WIFOX-478 – Hide TP/SL fields when not used**  
Take Profit and Stop Loss values are now hidden in lists/places where they don’t exist for a given order.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-cleaner-order-and-po"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Cleaner order and positions views with less “empty” or misleading data.
- Easier visual scanning of which orders actually have protection set.

---

</div></div></div></div>## 4. Trading UX, clarity and chart tools

**WIFOX-459 – Instrument information in Buy/Sell popup**  
The Buy/Sell popup now shows rich **symbol information** (e.g. digits, lot size, swap long/short, commission, calculation type, and short analytics such as performance over recent periods) according to the new design.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-traders-can-understa"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Traders can understand contract specs and costs directly from the order screen.
- Supports more informed decisions and reduces the need to cross‑check external specs.

</div></div></div></div>**WIFOX-484 – Training Trade: chart drawing tools**  
In **Training Trade** mode, users can now draw directly on charts (lines, annotations etc.), using amCharts / a canvas overlay, with a simple enable/disable control and clear/reset options.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-greatly-improves-edu"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Greatly improves educational sessions, coaching, and internal training around trading strategies.
- Enables visual explanation of setups without affecting live trading logic.

</div></div></div></div>**WIFOX-467 – Remove “NaN” while chart is loading**  
While price graphs are loading, temporary **NaN** values are no longer shown — the UI now waits for valid data.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-cleaner%2C-more-profes"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Cleaner, more professional first impression for traders.
- Avoids confusion about system correctness when charts initialize.

</div></div></div></div>**WIFOX-472 – Fix price‑alert notification text &amp; overflow**  
Notifications about price levels no longer overflow their containers and now display numbers consistent with the **current price**.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-alerts-are-readable-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Alerts are readable and trustworthy, helping traders react correctly to price movements.

</div></div></div></div>**WIFOX-471 – Align symbol name &amp; description in terminal**  
Instrument names and descriptions in the terminal header have been realigned as per design (e.g. description below or left‑aligned), reducing the need for horizontal scrolling.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-symbol-details-remai"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Symbol details remain visible and readable, even on narrow layouts.
- Less visual noise, easier instrument recognition.

</div></div></div></div>**WIFOX-477 – Trading language &amp; terminology consistency**  
Several text and visual improvements were made in the trading UI:

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-%E2%80%9Cvolume%E2%80%9D-is-now-used"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- **“Volume”** is now used consistently instead of “Quantity”.
- **Open price** of orders is visible directly in the order list.
- Currency symbols (e.g. EUR) are now used consistently.
- TP/SL values are visually aligned with other numbers.

</div></div></div></div>**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-reduces-confusion-fo"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Reduces confusion for traders due to inconsistent terms or missing key data.
- Makes the platform feel more “native” to experienced FX/CFD users.

</div></div></div></div>**WIFOX-474 – Don’t show quotes if there is no stream**  
If no live data stream is available for a symbol, quotes are no longer shown as if they were active.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-prevents-traders-fro"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Prevents traders from acting on stale or non‑existent price feeds.
- Supports safer trading operations and clearer monitoring of connectivity issues.

---

</div></div></div></div>## 5. Trading area usability

**WIFOX-509 – One‑click “Copy account number” in trading area**  
In both trading area layouts, a **copy** control next to the account number now copies the full account number to the clipboard and shows a brief “copied” confirmation.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-speeds-up-communicat"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Speeds up communication with support and internal teams (sharing account IDs).
- Reduces copy‑paste mistakes when searching for an account in CRM or external tools.

</div></div></div></div>---

## 6. Requests &amp; Tickets: clearer communication

**WIFOX-516 – Requests / Tickets: preserve line breaks and paragraphs in messages**  
In **CRM → Requests → Messages** and in **Trading Area Tickets**, message fields now fully support **multi-line text**:

- Pressing Enter adds a new line, and pasted templates keep paragraphs and empty lines.
- Line breaks are stored in the backend and rendered correctly in both CRM and Trading UIs (no more “everything in one line”).
- Formatting is preserved cross‑system: a message written in CRM appears identically formatted in Trading Area, and vice versa.

**Business impact:**

- Agents can paste and use existing multi‑paragraph templates without losing structure.
- Client conversations become easier to read and understand, improving support quality and reducing miscommunication.

---

### 7. Bridge Pay refunds / cancellations

**WIFOX-362 – Bridge Pay: cancel transaction on getback callbacks**

A new **Bridge Pay getback handler** was implemented in the payments backend (new `getback.ts` controller and route). When Bridge Pay sends a **getback** event (for example, user cancels a 3‑DS payment or a refund/chargeback‑type event is triggered), the corresponding CRM transaction is now safely moved to the **Canceled** status, with idempotent logic and proper callback validation.

**Business impact:**

- CRM now correctly reflects payment cancellations and getbacks from Bridge Pay, instead of leaving such transactions in an inconsistent state.
- Reduces manual reconciliation and “mismatched status” investigations between the provider and CRM.
- Safer integration: callbacks are validated and processed idempotently, so duplicate or invalid events don’t corrupt transaction history.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk--2"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">  
</div></div></div></div>

# Release 2.3.4

### **WIFOX-515 – Volume step controls aligned with instrument lot size**

The **Volume** field in the New Order form now has **+ / – step controls** whose step size automatically follows the **lot size** of the instrument (e.g. 0.01, 0.1 or 1). Volume cannot go below zero and values are correctly rounded.

**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-traders-can-adjust-o"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Traders can adjust order volume much faster and with fewer manual edits, especially on very small or very large contract sizes.
- Reduces input mistakes and rejected orders caused by incorrect volume values, aligning order entry strictly with instrument configuration.

---

</div></div></div></div>### **WIFOX-588 – Trading Terminal: persist selected pairs tabs across re‑login**

In **Trading Area → Trading Terminal**, the platform now **remembers the set of opened trading pair tabs, their order, and (optionally) the active tab** using per‑user local storage.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-on-first-login%2C-a-de"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- On first login, a default set of tabs is opened (`EUR/USD`, `USD/ILS`, `BTC/USD`, `GOLD`, `BRENT`) and immediately saved.
- Any later changes (adding/removing pairs, reordering, changing the active tab) are persisted.
- After manual logout or token expiration, the terminal restores the same configuration on the next login, per user and per browser profile.

</div></div></div></div>**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-active-traders-no-lo"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Active traders no longer need to rebuild their working set of instruments after each login, saving time on every session.
- Provides a more “personalized terminal” experience while remaining safe (invalid/removed symbols are ignored and replaced by defaults when needed).

</div></div></div></div>

# Release 2.4.0

## 1. Trading Area: smoother onboarding and account handling

**WIFOX-585 – Trader Declaration: “Client ID number” field fixed**  
The **Client ID number** field in Trading Area → Accounts → Trader Declaration now accepts and shows user input normally, keeps the value in form state and submits it correctly with the declaration.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-trader-declarations-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Trader declarations are no longer blocked by a “dead” field.
- Reduces support involvement during KYC / onboarding.

</div></div></div></div>**WIFOX-511 – Account selector: smarter ID display**  
The Trading Area account selector now shows:

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-client.uid-when-the-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- **client.uid** when the client has **exactly one** trading account;
- **asset.uid** when there are **multiple** accounts (as before), so they remain distinguishable.  
    If client.uid is missing, the selector safely falls back to asset.uid.  
    **Business impact:**
- Faster client identification in the common single‑account case.
- No loss of clarity when a client has several accounts.

---

</div></div></div></div>## 2. Trading Terminal: saved workspace and better charts

**WIFOX-588 – Trading Terminal: remember selected pairs and order across logins**  
The Trading Terminal now **persists the list and order of opened trading pair tabs** (and the active tab) per user in local storage.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-on-first-login%2C-a-de"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- On first login, a default set is opened: `EUR/USD`, `USD/ILS`, `BTC/USD`, `GOLD`, `BRENT`.
- Any changes (add/close/reorder/switch active) are saved.
- After logout or token expiration, the same configuration is restored on the next login.  
    **Business impact:**
- Active traders no longer rebuild their workspace each session.
- The terminal feels personalised and consistent between sessions.

</div></div></div></div>**WIFOX-515 – New Order: volume +/- controls based on lot size**  
In the New Order form, the **Volume** field now has “– / +” buttons with a step size derived from the instrument’s **lot size** (e.g. 0.01, 0.1, 1). Values are rounded correctly and never go below zero; manual typing still works.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-faster%2C-less-error%E2%80%91p"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Faster, less error‑prone volume selection, especially for very small or large lots.
- Fewer rejected orders due to invalid or awkward volume inputs.

</div></div></div></div>**WIFOX-569 – Default chart zoom set closer (1‑hour view)**  
Trading charts are now **zoomed in by default** (1‑hour view), showing price action in a closer, more relevant window.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-traders-see-actionab"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Traders see actionable, recent price movement immediately.
- Less manual zooming on every symbol.

</div></div></div></div>**WIFOX-568 – Remove open‑position pointer from chart**  
The special pointer marker for the open position on the chart has been **removed**.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-cleaner-charts-with-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Cleaner charts with less visual noise.
- Focus stays on price and user‑defined levels instead of an extra marker that traders didn’t find useful.

</div></div></div></div>**WIFOX-579 – Simplified UI: removed unnecessary accordion in Trading conditions section**  
A redundant accordion component in the Trading conditions context has been removed, keeping the interface flatter and more direct.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-less-clicking-and-%E2%80%9Ch"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Less clicking and “hidden” content when working with pair info.
- Cleaner, more straightforward layout for support teams.

</div></div></div></div><div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">---

</div></div></div></div>## 3. Requests &amp; Tickets: real‑time, rich conversations

**WIFOX-544 – Requests/Tickets: near‑real‑time message updates (“online” mode)**  
Message polling in **CRM Requests → Messages** and **Trading Area Tickets → Messages** has been tightened to a near real‑time interval while a conversation is open (around 1–2 seconds), with optimisations to pause/slow polling when the tab or conversation is not active. Sending a message also triggers an immediate refresh.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-conversations-feel-c"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Conversations feel closer to chat in real time, not like an email thread.
- Faster back‑and‑forth between clients and support without manual refresh.

</div></div></div></div>**WIFOX-542 – Requests/Tickets: clickable links in messages (CRM + Trading Area)**  
URLs inside request/ticket messages are now automatically rendered as **clickable links** in both CRM and Trading Area, opening in a new tab with safe settings.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-agents-and-clients-c"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Agents and clients can follow shared links (docs, KYC pages, references) directly from the conversation.
- Less copy‑paste and fewer mistakes opening referenced resources.

</div></div></div></div>**WIFOX-584 – Tickets/Requests: remove “only letters” validation for Name/Subject**  
The **Name/Subject** field in Tickets (Trading Area) and Requests (CRM) no longer enforces “letters‑only” validation. Any characters are allowed (digits, symbols, mixed text such as “KYC 2.0 – urgent #15”).  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-users-can-describe-c"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Users can describe cases naturally (IDs, ticket numbers, versions, etc.).
- Fewer blocked forms and no need to invent artificial subject lines.

</div></div></div></div><div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk--1"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">---

</div></div></div></div>## 4. Client Area UX &amp; internationalisation

**WIFOX-263 – RTL/LTR audit and fixes for Client Area**  
The main Client Area (Tradersroom) views have been reviewed and adjusted to work correctly in both **LTR and RTL** languages, including dashboards, markets, FAQ, history, tickets, deposits/withdrawals, forms, profile, documents, PWA modal, OAuth pages and key modals/drawers. Alignments, directional icons, paddings, table behavior and animation directions have been fixed for RTL where needed.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-proper-experience-fo"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Proper experience for right‑to‑left languages (Arabic, Hebrew, etc.), on par with LTR.
- Reduces layout issues and confusion for international clients.

</div></div></div></div>**WIFOX-190 – Mobile/tablet form paddings adjusted**  
Form paddings in the Client Area on **mobile and tablet** were updated to match approved design values (different vertical spacing for ≤768px and ≥769px), including removal of an extra padding block.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-forms-look-and-feel-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-oxm310"><div class="ak-renderer-document">- Forms look and feel more balanced on phones and tablets.
- Less unnecessary scrolling, clearer focus on primary actions.

---

</div></div></div></div>## 5. Trading UX micro‑improvements

**WIFOX-569 – Closer default chart view (1 hour)**  
(Already listed above under trading terminal) – charts now open in a closer timeframe, making recent data easier to analyse.

# Release 2.5.0

### 1. 📈 Smarter trading experience: profit, commission, and order management

**WIFOX-648 – Profit column now standardized and always in EUR**  
Orders tables in CRM and Terminal now display a unified “Profit” column, always showing values with an “EUR” suffix and ensuring all calculations are in EUR. This eliminates confusion and ensures financial clarity across all trading reports.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-users-and-admins-get"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-acozi4" role="none"><div class="ak-renderer-document">- Users and admins get consistent, transparent profit reporting in EUR, reducing errors and misunderstandings.

</div></div></div></div>**WIFOX-480 – Commission handling: real-time, in user currency**  
Commissions are now calculated as part of order PNL in real time, always in the user’s currency, and only applied to the balance after closing an order.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-accurate%2C-real-time-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-acozi4" role="none"><div class="ak-renderer-document">- Accurate, real-time commission tracking and improved transparency for users and managers.

</div></div></div></div>**WIFOX-586 – Edit closed order PNL updates user balance**  
Editing the PNL of a closed order in CRM/Terminal now correctly updates the user’s balance, ensuring financial records stay accurate.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-admins-can-confident"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-acozi4" role="none"><div class="ak-renderer-document">- Admins can confidently adjust closed orders, knowing user balances will always reflect the latest changes.

</div></div></div></div>**WIFOX-483 – Clone closed orders with balance return**  
A new “Clone” button for closed orders lets users quickly reopen positions, with the option to delete the original and return its PNL to the client’s balance.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-streamlines-order-ma"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-acozi4" role="none"><div class="ak-renderer-document">- Streamlines order management and gives users more flexibility in managing their trading history.

---

</div></div></div></div>### 2. 💬 Enhanced communication: image uploads in chat

**WIFOX-583 – Paste &amp; drag-and-drop image upload in CRM and Trading chats**  
Users can now paste or drag-and-drop images directly into CRM Requests and Trading Tickets conversations, with previews, validation, and error handling.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-faster%2C-richer-commu"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-acozi4" role="none"><div class="ak-renderer-document">- Faster, richer communication between teams and clients, improving support and collaboration.

---

</div></div></div></div>### 3. 🛡️ Stronger risk controls and validation

**WIFOX-512 – Risk Service: enforce minimum volume even if not set**  
The risk service now validates minimum order volumes, even if not explicitly configured, ensuring no position is opened below 1 EUR.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-prevents-accidental-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-acozi4" role="none"><div class="ak-renderer-document">- Prevents accidental micro-positions and enforces trading discipline.

</div></div></div></div>**WIFOX-633 – Manual volume input strictly respects min/step precision**  
Manual volume entries are now normalized to the correct step and decimal precision, preventing invalid order sizes.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-reduces-trading-erro"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-acozi4" role="none"><div class="ak-renderer-document">- Reduces trading errors and ensures compliance with platform rules.

</div></div></div></div>**WIFOX-589 – Terminal: fixed inability to type values into volume field**  
Users can now type values directly into the volume field, restoring expected trading behavior.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-smoother-trading-exp"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-acozi4" role="none"><div class="ak-renderer-document">- Smoother trading experience and fewer user frustrations.

---

</div></div></div></div>### 4. 🖥️ Terminal and trading UI improvements

**WIFOX-598 – Trading Terminal: close active trading pair tab**  
Users can now close any trading pair tab, including the active one, for a more flexible and intuitive terminal experience.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-empowers-users-to-ma"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-acozi4" role="none"><div class="ak-renderer-document">- Empowers users to manage their workspace efficiently.

</div></div></div></div>**WIFOX-570 – Trading Terminal: default tabs configuration per user**  
The terminal now remembers each user’s opened trading pair tabs and restores them after logout or token expiration, using backend defaults only on first login.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-personalized%2C-persis"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-acozi4" role="none"><div class="ak-renderer-document">- Personalized, persistent workspace for every user.

---

</div></div></div></div>### 5. 📊 Smarter trading insights

**WIFOX-531 – Trading Ideas: display percentage-based recommendations**  
Trading Ideas now show percentage-based buy/sell recommendations when available, falling back to legacy labels if not.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-users-get-clearer%2C-d"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-acozi4" role="none"><div class="ak-renderer-document">- Users get clearer, data-driven trading signals for better decision-making.

---

</div></div></div></div>### 6. 🛠️ General improvements and backend enhancements

**WIFOX-607 – Terminal: fixed profit display in detailed order view on mobile**  
Profit values are now displayed consistently and accurately across all views, including mobile.

**WIFOX-621 – Pips price frontend: improved decimal precision logic**  
Pip prices now display with the correct number of decimals based on value size, improving clarity for assets like GOLD.

**WIFOX-559 – Orders Service: AI analysis, fixes, and documentation**  
Orders Service reviewed and improved with AI analysis, bug fixes, and updated documentation in the Wiki.

**WIFOX-514 – Production server: enforce single Node.js instance, no cross-env/Yarn**  
Production servers now follow stricter deployment rules for reliability and maintainability.

# Release 2.14.0

### 🖥️ Trading Terminal &amp; UI Performance

This theme focuses on critical stability fixes for the trading interface and optimizing the frontend to handle professional-grade data volumes.

**WIFOX-1047 – Native Scrolling in Core Table Components**  
We replaced complex virtual scrolling with standard native rendering across the shared table infrastructure in WTCS.  
**Business impact:**  
Eliminates rendering glitches and scroll inconsistencies, providing a more stable and predictable interface for managers handling large client lists.

**WIFOX-1076 – High-Performance Chart Rendering Optimization**  
Implemented several rendering optimizations, including candle-only indicator refreshes and mousemove hit-test caching (16ms throttle).  
**Business impact:**  
Massively reduces CPU overhead and browser lag during active trading, allowing for a fluid and responsive charting experience even with multiple drawings.

**WIFOX-1091 – High-Visibility Chart Drawing Annotations**  
Increased the default font sizes for drawings and annotations within the terminal charts.  
**Business impact:**  
Improves accessibility and professional usability, making technical analysis and price markers easier to read at a glance.

**WIFOX-1058 – Orders Table Infinity Scroll Fix**  
Resolved a technical issue in the Tradersroom that caused the infinite scroll behavior to fail on the Orders table.  
**Business impact:**  
Ensures traders can seamlessly browse their entire history without data loading interruptions.

### ⚙️ Trading Logic &amp; Data Integrity

These updates ensure that the underlying trading parameters, market rates, and account balances are accurate and reliable.

**WIFOX-1142 – Standardized Default Symbol Metadata**  
Updated the global CSV seed for default symbols to include explicit timezones, spreads, and normalized lot sizing across all asset classes.  
**Business impact:**  
Ensures that all new trading environments ship with a consistent, market-accurate instrument catalog without requiring manual per-symbol setup.

**WIFOX-1134 – Restricted View for Swap Accumulations**  
Implemented a restricted visibility mode for Swap accumulations specifically for the client-side view.  
**Business impact:**  
Provides a cleaner, more focused interface for clients by presenting only essential financial data while maintaining full auditing in the backend.

**WIFOX-1106 – Asset Scaling for 1000+ Symbols**  
Upgraded the order management logic to correctly retrieve and display data in environments with over 1,000 active instruments.  
**Business impact:**  
Future-proofs the platform for large-scale brokerage operations, allowing for an expanded asset catalog without breaking order retrieval.

**WIFOX-1107 – Accurate Monday Rate Change Logic**  
Updated the rate-change calculation to use the last available trading day instead of a strict 24-hour calendar lookup.  
**Business impact:**  
Eliminates confusing "+100% change" errors on Monday mornings by correctly comparing current rates against Friday's close instead of Sunday's gap.

**WIFOX-1117 – Predictive Rate Requesting**  
The frontend now requests the last known rates immediately upon loading while waiting for the next live market tick.  
**Business impact:**  
Removes "empty" price states during quiet market periods, ensuring the user always sees the most recent valuation upon login.

**WIFOX-1079 – Symbol Configuration Cleanup**  
Removed obsolete properties like `marginRequirement` and `timezone` from the internal symbol configuration objects.  
**Business impact:**  
Reduces technical debt and simplifies the system’s data model, leading to faster processing and fewer configuration errors.

**WIFOX-1115 – Symbol Catalog Pruning**  
Successfully removed several redundant asset rows (XZN, XNI, ZRX, XVG).  
**Business impact:**  
Maintains a clean and relevant instrument list, ensuring traders are only presented with active, supported assets.

### 📢 Communication &amp; System Branding

**WIFOX-293 – Comprehensive System Email Suite**  
Completed a full audit and implementation of all required system email templates for clients and managers based on the master specification.  
**Business impact:**  
Ensures a professional and consistent brand voice across all automated touchpoints, from onboarding to account security.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1h3zf8p" role="none"><div class="ak-renderer-document"></div></div></div></div>

# Release 2.15.0

### 💹 Trading Terminal &amp; Market Execution

Refining the core trading experience with better precision, reporting, and reliable order management.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-1155---unified"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1s8ztyb" role="none"><div class="ak-renderer-document">- **WIFOX-1155 - Unified Position Modification Logic**  
    The "Modify Position" interface now mirrors the "New Order" form, providing a consistent experience across Price, Pips, and Profit calculation modes.  
    **Business impact:**  
    Ensures traders have predictable P&amp;L estimates when adjusting targets, reducing execution errors and improving UX parity.
- **WIFOX-1197 - Optimized Order Approval Workflow**  
    The matching engine now correctly accepts resting limit orders that don't immediately cross the spread and provides accurate error codes for unfilled market orders.  
    **Business impact:**  
    Reduces false rejections of limit orders and provides clear, actionable feedback to clients when liquidity is missing.
- **WIFOX-1148 - Advanced Operational Reporting (XLSX/CSV)**  
    The trading terminal now supports high-fidelity Excel (.xlsx) and CSV exports with human-readable headers and formatted target levels.  
    **Business impact:**  
    Provides management and clients with professional-grade data exports for tax, audit, and performance analysis.
- **WIFOX-1196 - Precision Price Rendering**  
    Fixed technical "noise" in instrument prices (e.g., trailing decimals) across the orders table and mobile details view.  
    **Business impact:**  
    Maintains a professional, clean trading interface that matches the exact decimal precision of the market.
- **WIFOX-1133 - Remaining Balance Sorting**  
    Implemented end-to-end support for sorting orders by their remaining balance in the Socket API and CRM interface.  
    **Business impact:**  
    Enables better monitoring of large, partially filled orders, allowing desks to prioritize high-volume execution management.

---

</div></div></div></div>### 📱 Traders Room &amp; Mobile Experience

Enhancing the client-facing portal with responsive design and improved financial visualization.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-1230---mobile-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1s8ztyb" role="none"><div class="ak-renderer-document">- **WIFOX-1230 - Mobile-Optimized Transfer History**  
    Redesigned the transfer history table to prevent horizontal overflow on mobile devices (viewports ≤575px).  
    **Business impact:**  
    Provides a seamless mobile banking experience where clients can review deposits and withdrawals without awkward scrolling.
- **WIFOX-1156 - Normalized Margin Level Visualization**  
    Aligned the "Margin Level" display to show as a consistent percentage (Equity/Used Margin) across both the terminal and manager views.  
    **Business impact:**  
    Provides a clearer risk indicator for traders, matching industry standards and preventing confusion with free margin amounts.
- **WIFOX-1195 - Reliable Account Switching**  
    Fixed a synchronization issue in the account selector that could cause the UI to display stale balance data after switching accounts.  
    **Business impact:**  
    Guarantees that traders always see the live, accurate balance of their currently selected account.
- **WIFOX-1143 - Smart Document Name Handling**  
    Improved the display logic for long document names in the client portal to prevent layout breaking.  
    **Business impact:**  
    Maintains a professional and organized appearance in the client area, even when handling complex compliance files.

  
</div></div></div></div>

# Release 2.16.0

### 💹 Trading Terminal &amp; Order Execution

Core improvements to the trading experience — more accurate pricing, better order feedback, and a cleaner interface for active traders.

**WIFOX-1266 – Clearer Per-Tick Profit Guidance in Order Form**  
The chart order form now displays a redesigned summary row with an intuitive label and on-hover explanation showing exact profit/loss per minimum price move in the account currency.  
**Business impact:**  
Helps traders understand their real financial exposure before placing an order, reducing costly misinterpretations.

**WIFOX-1277 – Free Margin Displayed in Orders Table Footer**  
Added a persistent "Free Margin" indicator to the trading table footer, giving traders instant visibility into their available capacity.  
**Business impact:**  
Allows traders to assess risk headroom at a glance without navigating to a separate account summary screen.

**WIFOX-1253 – Symbol Aliases in Buy/Sell Modal**  
The instrument selector in the order modal now shows custom symbol aliases alongside system names.  
**Business impact:**  
Reduces confusion for traders accustomed to branded or regional instrument names, speeding up order placement.

**WIFOX-932 – Real-Time Price Tick Indicator**  
Added a visual "tick" indicator showing the price delta in the current moment directly on the trading interface.  
**Business impact:**  
Gives traders immediate, at-a-glance awareness of price momentum before executing a trade.

**WIFOX-1391 – Visible Notifications During Order Confirmation**  
Fixed a layering issue where success and error messages were hidden behind the close-order confirmation overlay.  
**Business impact:**  
Ensures traders always see critical execution feedback, preventing confusion about whether an order was successfully closed.

### 📊 Reporting, History &amp; Data Quality

Ensuring that order history, exports, and live dashboards display clean, accurate, and localized data.

**WIFOX-1392 – Localized Order History &amp; Professional Exports**  
Order history tables no longer show long floating-point "noise." Downloaded CSV/XLSX reports now use column headers translated to the user's selected language.  
**Business impact:**  
Delivers professional-grade, client-ready reports suitable for tax filing, auditing, and multi-language operations.

**WIFOX-1379 – Stable Real-Time PnL Dashboard**  
Stabilized the live PnL updates in Traders Room — multiple assets now update seamlessly within a single connection, with consistent numeric formatting and working owner filters.  
**Business impact:**  
Provides managers with a reliable, real-time overview of client performance without system lag or data inconsistencies.

**WIFOX-1185 – Professional Empty States for Statistics**  
Redesigned the "no data" view in the Statistics module to provide a clear, branded message instead of a blank or broken screen.  
**Business impact:**  
Maintains a professional appearance for new accounts or filtered views where no trading history yet exists.

### 📱 Client Portal &amp; Visual Consistency

Polishing the client-facing experience across desktop and mobile platforms.

**WIFOX-977 – Redesigned Transactions View (Desktop &amp; Mobile)**  
The Transactions section in the Traders Room has been fully redesigned following updated Figma specifications for both desktop and mobile viewports.  
**Business impact:**  
Provides a modern, professional financial overview that builds client confidence and matches current design standards.

**WIFOX-1255 – Corrected Dark Theme for Trading Ideas**  
Fixed color inconsistencies in the Trading Ideas section when dark mode is active.  
**Business impact:**  
Ensures full visual consistency for clients who prefer dark mode, maintaining brand quality across all themes.

**WIFOX-1278 – Correct Buy/Sell Button Colors**  
Resolved a styling issue where the submit button colors in the Buy/Sell modal did not match the expected design.  
**Business impact:**  
Restores clear visual distinction between buy (green) and sell (red) actions, reducing the risk of accidental trades.

**WIFOX-1186 – Consistent Section Spacing**  
Fixed inconsistent paddings between page sections for a cleaner overall layout.  
**Business impact:**  
Improves readability and visual professionalism across the entire client-facing interface.

### ⚙️ Backend Performance &amp; Infrastructure

Behind-the-scenes optimizations ensuring the platform scales reliably under operational load.

**WIFOX-1396 – Optimized Employee Order Allow-List Queries**  
Resolved a performance bottleneck where employee order list requests triggered expensive, repeated database lookups against the Core Banking assets service.  
**Business impact:**  
Dramatically reduces server load during backoffice operations, ensuring fast response times even during peak hours.

**WIFOX-1202 – Real-Time CRM-Trading Data Sync via RabbitMQ**  
Established a reliable message queue between the CRM and Trading services for real-time data synchronization.  
**Business impact:**  
Ensures that order and client data updates propagate instantly across systems, eliminating stale data in manager views.

**WIFOX-1228 – Additional Market Data Provider**  
Integrated secondary market data source alongside existing providers.  
**Business impact:**  
Increases data redundancy and coverage, reducing the risk of pricing gaps if a single provider experiences an outage.

# Release 2.17.0

### 💹 Trading &amp; Market Execution

Refining the core trading experience with better precision, reporting, and reliable order management.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-1128---advance"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-g2aziu" role="none"><div class="ak-renderer-document">- **WIFOX-1128 - Advanced Trading Hours Management**  
    Implemented a flexible "Working Hours" concept that supports complex UTC-based schedules, including multiple intervals per day and weekend rules.  
    **Business impact:**  
    Ensures automated trading and order placement strictly adhere to market sessions, preventing execution errors during closed hours.
- **WIFOX-1407 - Immutable Balance Snapshots**  
    The system now captures and displays "Balance Before Close" and "Balance After Close" for every order, ensuring these values remain accurate even after post-close edits.  
    **Business impact:**  
    Provides absolute financial transparency and a reliable audit trail for support teams investigating client balance discrepancies.
- **WIFOX-1248 - Historical Order Execution Fix**  
    Resolved an issue where opening an order with a past timestamp would fail to execute correctly in the system.  
    **Business impact:**  
    Ensures that manual back-office adjustments and historical data entries are processed reliably by the trading engine.
- **WIFOX-1400 - Market Session Visibility**  
    Added a real-time display of instrument working hours directly within the Buy/Sell modal on the frontend.  
    **Business impact:**  
    Reduces trader confusion by clearly showing when a market is open or closed before they attempt to place a trade.

---

</div></div></div></div>### 🖥️ CRM &amp; User Experience Overhaul

Improving the speed, layout, and daily usability of the management interface.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-1183---optimiz"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-g2aziu" role="none"><div class="ak-renderer-document">- **WIFOX-1183 - Optimized Data Popovers**  
    Changed the behavior of information popovers from "hover" to "click" to prevent unnecessary system requests and UI "jumping."  
    **Business impact:**  
    Massively improves interface stability and reduces server load, especially for managers navigating high-density data tables.
- **WIFOX-1419 - Enhanced Symbol Visibility**  
    Increased the size of the symbol selection modal and ensured full instrument names are visible without truncation.  
    **Business impact:**  
    Speeds up the selection process for staff and reduces the risk of choosing the wrong instrument due to hidden text.
- **WIFOX-1401 - Professional Number Formatting**  
    Standardized the use of thousands separators (e.g., 10 000 instead of 10000) across all trading tables and tooltips.  
    **Business impact:**  
    Improves data readability and reduces the risk of human error when scanning large financial figures.
- **WIFOX-1184 - Compact Table Layouts**  
    Streamlined data tables by moving date subtitles to the right and reducing icon sizes for a more professional, high-density view.  
    **Business impact:**  
    Allows managers to see more information on a single screen without excessive scrolling.
- **WIFOX-1186 - Consistent Interface Spacing**  
    Resolved inconsistent paddings and alignment issues between different sections of the CRM.  
    **Business impact:**  
    Delivers a more polished, professional aesthetic that aligns with modern enterprise software standards.

---

</div></div></div></div>### 🛡️ Security, Roles &amp; Compliance

Strengthening the platform's security model and refining how permissions are managed.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-1310---granula"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-g2aziu" role="none"><div class="ak-renderer-document">- **WIFOX-1310 - Granular Trading Controls**  
    Introduced a dedicated "Trading Allowed" toggle within the client management tab, allowing agents to enable or disable trading for specific clients instantly.  
    **Business impact:**  
    Provides immediate risk management capability, allowing staff to halt trading activity for specific accounts without affecting their overall CRM access.
- **WIFOX-1397 - Stable Manager Access Context**  
    Ensured that the Orders table only loads after the manager's access permissions are fully verified, preventing "infinite loading" or incorrect empty states.  
    **Business impact:**  
    Guarantees that staff always see the exact data they are authorized to view, improving platform reliability and security.
- **WIFOX-1415 - Unified Risk Metrics**  
    Resolved a discrepancy where "Free Margin" values differed between the account widget and the orders footer.  
    **Business impact:**  
    Restores trader confidence in platform risk indicators by ensuring a single, consistent source of truth for critical financial data.
- **WIFOX-1414 - Project-Aware Password Security**  
    Updated the password reset methodology to be strictly project-scoped, ensuring security updates are applied to the correct platform context.  
    **Business impact:**  
    Strengthens account security in multi-brand environments by preventing cross-project credential conflicts.

---

</div></div></div></div>### ⚙️ System Reliability &amp; Integrations

Behind-the-scenes work to ensure data integrity and platform stability.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-1251---expande"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-g2aziu" role="none"><div class="ak-renderer-document">- **WIFOX-1251 - Expanded Telephony Support**  
    Successfully integrated multiple new VoIP providers (Commpeak, Imperitel, Vosio, etc.) into the WBCS environment.  
    **Business impact:**  
    Provides more flexibility for sales teams to use their preferred communication tools directly within the CRM.
- **WIFOX-1412 - Authoritative Balance Sync**  
    Fixed a "drifting" balance issue in the account switcher where the collapsed view could show different totals than the expanded list.  
    **Business impact:**  
    Ensures clients always see their true, real-time valuation, eliminating visual flicker and stale data.
- **WIFOX-1482 - Dynamic Risk Configuration**  
    Moved margin call and liquidation variables to environment-level controls for easier system-wide adjustments.  
    **Business impact:**  
    Allows technical teams to adjust critical risk thresholds across the entire platform instantly without requiring a full code deployment.

  
</div></div></div></div>

# Release 2.18.0

### 💹 Trading Terminal &amp; Market Execution

Refining the core trading experience with better precision, reporting, and reliable order management.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-1579---advance"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-g2aziu" role="none"><div class="ak-renderer-document">- **WIFOX-1579 - Advanced Manual Price Controls**  
    Enhanced the price delta and quote tick tools with an "Exact Price" mode, optional market noise, and automatic pre-filling from live rates.  
    **Business impact:**  
    Gives trading support teams surgical precision over instrument pricing, allowing for controlled variability and faster manual overrides.
- **WIFOX-1595 - Real-Time Manual Tick Synchronization**  
    Ensured that manual quote ticks added by operators trigger immediate price refreshes on the Trading Terminal, matching the behavior of live market feeds.  
    **Business impact:**  
    Eliminates price discrepancies between the back office and the terminal, ensuring traders always see the most current valuation.
- **WIFOX-1599 - Accurate Cross-Currency Margin Calculations**  
    The Trading Terminal now applies full FX resolution rules (reverse pairs, USD bridge) for margin and pip estimates when the account currency differs from the instrument's quote currency.  
    **Business impact:**  
    Provides traders with reliable financial estimates for cross-currency trades, reducing the risk of unexpected margin calls.
- **WIFOX-1489 - Reliable Take-Profit Execution**  
    Resolved a technical issue where certain existing margin orders would fail to close automatically when market prices crossed their take-profit levels.  
    **Business impact:**  
    Guarantees that client profit targets are honored reliably, maintaining trust in the platform's automated execution engine.
- **WIFOX-1349 - "TOP" Symbols Section**  
    Introduced a dedicated "TOP" section for trading symbols to highlight the most popular or relevant instruments.  
    **Business impact:**  
    Improves instrument discoverability, helping traders quickly find and engage with high-volume market pairs.
- **WIFOX-1584/1585 - Precision Price &amp; Volume Display**  
    Fixed technical "noise" in instrument prices and volumes (e.g., trailing decimals) across the orders table and mobile details view.  
    **Business impact:**  
    Maintains a professional, clean trading interface that matches the exact decimal precision of the market.

---

</div></div></div></div>### 🖥️ CRM &amp; Management Interface

Improving the speed, layout, and daily usability of the management interface.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-1331---visual-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-g2aziu" role="none"><div class="ak-renderer-document">- **WIFOX-1331 - Visual Entry Points on Charts**  
    Added visualization of position open points directly on the chart, allowing managers to see exactly where each trade was initiated.  
    **Business impact:**  
    Provides managers with immediate visual context for client trades, speeding up technical support and performance reviews.
- **WIFOX-1344 - Transparent Fee Display**  
    Implemented a real-time commission and fee display in the client cabinet, synced directly with CRM-configured payment system rules.  
    **Business impact:**  
    Increases financial transparency for clients, reducing support inquiries related to deposit and withdrawal costs.
- **WIFOX-1352 - Persistent Chart Indicators**  
    Ensured that technical indicators on charts remain saved and visible after page refreshes or reloads for both clients and managers.  
    **Business impact:**  
    Saves time for traders and analysts by preserving their customized workspace layout across sessions.

---

</div></div></div></div>### 👤 Client Portal &amp; Dashboard Experience

Enhancing the client-facing portal with responsive design and improved financial visualization.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-1605---unified"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-g2aziu" role="none"><div class="ak-renderer-document">- **WIFOX-1605 - Unified Dashboard Layout**  
    Standardized the height of dashboard cards (Fast Deposit, Statistics, Trading Ideas) to ensure a clean, aligned grid on all desktop resolutions.  
    **Business impact:**  
    Delivers a more polished and professional first impression for clients upon logging into their cabinet.
- **WIFOX-1493 - Robust Country Selection**  
    Fixed a technical bug where the country field could be null in certain forms, preventing registration or profile update errors.  
    **Business impact:**  
    Ensures a smoother onboarding flow for new clients by eliminating data-related form failures.
- **WIFOX-1494 - Improved Symbol Readability**  
    Added smart text truncation (ellipsis) to the pair column in the terminal to handle long instrument names gracefully.  
    **Business impact:**  
    Maintains a clean and readable interface even when trading complex or long-named assets.

---

</div></div></div></div>### 🔔 Notifications &amp; Risk Management

Strengthening the platform's communication and alerting systems.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-840---automate"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-g2aziu" role="none"><div class="ak-renderer-document">- **WIFOX-840 - Automated Margin Call &amp; Stop Out Alerts**  
    Extended the notification service to send immediate alerts to both managers and clients via CRM, Client Area, and Email when critical risk levels are reached.  
    **Business impact:**  
    Ensures immediate awareness of high-risk account states, allowing for faster intervention and improved client risk management.
- **WIFOX-1498 - Actionable Error Messaging**  
    Upgraded the notification system to surface the real backend reason for rejected actions instead of a generic "server not available" message.  
    **Business impact:**  
    Empowers users to fix their own input errors (e.g., "trading session closed") without opening unnecessary support tickets.

  
</div></div></div></div>

# Release 2.19.0

### 📈 Trading &amp; Market Execution

Refining the core trading experience with better precision, reporting, and reliable order management.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-1648---high-pe"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1wg8u8s" role="none"><div class="ak-renderer-document">- **WIFOX-1648 - High-Performance Order Processing**  
    Optimized the trading backend and database indexing to restore fast execution times for opening and closing positions, even during peak market activity.  
    **Business impact:**
    
    
    - Typical order execution times reduced to under 3 seconds, ensuring traders get the prices they expect.
    - Eliminated matching engine gaps, providing a stable and continuous trading environment.
- **WIFOX-1635 - Unified Live PnL &amp; Margin Display**  
    Synchronized the real-time profit/loss and used margin calculations between the client terminal and the back-office orders screen.  
    **Business impact:**
    
    
    - Ensures staff and clients see identical financial data, building trust and simplifying technical support.
    - Eliminates discrepancies in risk monitoring for account managers.
- **WIFOX-1637 - Consistent Closed-Order Reporting**  
    Standardized how closed-trade profits are displayed across the API, live updates, and CSV/XLSX exports.  
    **Business impact:**
    
    
    - Guarantees that historical reports always match the actual wallet balance changes.
    - Provides professional-grade, consistent data for client auditing and tax reporting.
- **WIFOX-1587 - Smart Order Submission Controls**  
    The system now automatically disables the "Submit" button in the order modal when the relevant market is closed.  
    **Business impact:**
    
    
    - Reduces trader frustration and support tickets by preventing attempts to trade during non-market hours.
- **WIFOX-1606/1608 - Expanded Market Data &amp; Providers**  
    Integrated "Capital" as a new MT5 provider and performed a comprehensive audit of trading pairs on the main quotes server.  
    **Business impact:**
    
    
    - Increases platform redundancy and broadens the range of available instruments for clients.

---

</div></div></div></div>### 🖥️ CRM &amp; Management Interface

Improving the speed, layout, and daily usability of the management interface.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-1470---flexibl"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1wg8u8s" role="none"><div class="ak-renderer-document">- **WIFOX-1470 - Flexible Withdrawal System Management**  
    Introduced the ability to enable or disable specific withdrawal systems directly from the CRM, matching the existing approach for deposit systems.  
    **Business impact:**
    
    
    - Allows administrators to instantly halt specific payout channels for maintenance or risk management without a full system restart.
- **WIFOX-1565 - Professional Chart Measurement Tool**  
    Implemented a "Ruler" tool on the trading chart, allowing users to drag and measure distances in pips and price.  
    **Business impact:**
    
    
    - Provides traders and analysts with professional-grade technical analysis tools directly in the browser.
- **WIFOX-1638 - Live Order History for Mobile**  
    Upgraded the mobile trading terminal to load closed trade reports via the same high-speed live connection used on desktop.  
    **Business impact:**
    
    
    - Delivers a faster, more responsive history view for mobile users with perfectly synchronized data.

---

</div></div></div></div>### 🔔 Notifications &amp; User Experience

Strengthening the platform's communication and alerting systems.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-1609---detaile"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1wg8u8s" role="none"><div class="ak-renderer-document">- **WIFOX-1609 - Detailed Stop-Out Alerts**  
    Enhanced forced liquidation notifications to include the specific margin level and the exact order details (ID, instrument, size) that were affected.  
    **Business impact:**
    
    
    - Provides immediate clarity to clients during liquidation events, reducing support overhead and increasing transparency.
- **WIFOX-1634 - Accurate Small Balance Formatting**  
    Fixed a display bug where small negative balances (between -1 and 0) were missing their minus sign.  
    **Business impact:**
    
    
    - Ensures absolute financial accuracy in the UI, preventing losses from being misinterpreted as gains.

---

</div></div></div></div>### ⚙️ Infrastructure &amp; Security

Behind-the-scenes work to ensure platform stability and secure access.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-wifox-1616---project"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1wg8u8s" role="none"><div class="ak-renderer-document">- **WIFOX-1616 - Project-Aware Password Recovery**  
    Updated the email-based password restoration system to be fully compatible with multi-project environments.  
    **Business impact:**
    
    
    - Ensures clients receive the correct branding and security context when resetting credentials across different platform brands.

  
</div></div></div></div>