Release 1.17.0

1. Trading: better control and visibility

WIFOX-266 – Trading: change execution day for open orders
Trading managers can now correct the executed day/date of open orders in the trading orders screen.
Business impact:

Operational teams can fix wrong execution dates without technical help.
Reports, positions and reconciliations better reflect the real intended trading timeline.

WIFOX-238 – Trading configuration: “All” tab for symbols
A new “All” tab in trading configuration shows the full list of symbols and is selected by default. Search works on the complete symbol set.
Business impact:

Dealers and admins see all instruments in one place.
Faster symbol lookup and fewer configuration mistakes.

2. Faster day-to-day work in the client area

WIFOX-237 – Fast “Create Action” from client card
In the client view, a “+ Add” button above the Actions table opens a focused “create action” form for that client, with the client prefilled and locked.
Business impact:

Managers and agents can log actions for a client without leaving the client card.
Speeds up follow-ups and improves accuracy of action history.

WIFOX-328 – “Completed by default” configuration per Action Type
Each Action Type in /settings/actions now has a “Completed by default” flag. If enabled (e.g. for comment‑style actions), newly created actions of that type are pre‑marked as Completed across all creation entry points, while still allowing manual override.
Business impact:

Fewer clicks for actions that are always done at the moment of creation (e.g. logging a note).
More consistent action statuses and more reliable action‑based reporting.

WIFOX-318 – Easier-to-click Back button in client card
The Back button in the client form was redesigned to have a larger, more forgiving click area and better placement.
Business impact:

WIFOX-295 – More usable comment text area
The Comments textarea in the client edit form has been implemented according to the new design (larger and more comfortable for long text).
Business impact:

Agents can enter and review long, structured notes without friction.
Better documentation and handover between teams.

WIFOX-240 – Horizontal scrollbars stay visible when zooming
Tables now keep their horizontal scrollbars visible even when browser zoom is changed.
Business impact:

Agents always have a clear way to scroll horizontally to see all columns.
Reduces training and frustration for desktop users working with wide tables.

WIFOX-277 – All navigation behaves like native browser links
Clickable navigation elements across CRM now behave like real browser links (open in new tab/window, right-click menu, middle-click, Ctrl/Cmd+click).
Business impact:

Power users can open multiple clients, buckets or analytics views in parallel.
UX is more predictable across browsers and operating systems.

WIFOX-385 – Add desk/project members without losing search results
When adding members to a Desk or employees to a Project, the search results now remain visible after each person is added; the search term and results are preserved so multiple people can be added in sequence.
Business impact:

Speeds up onboarding and configuration when many employees need to be added at once.
Reduces frustration from “disappearing” results and lowers the chance of configuration errors.

3. Buckets & leads: better context and one-click focus

WIFOX-325 – “Only unassigned leads” fast toggle (per bucket)
On the bucket Leads tab, a toggle above the table switches between all leads and only unassigned leads, and this preference is remembered separately for each bucket.
Business impact:

Team leads can instantly focus on leads that still need an owner.
Each bucket “remembers” how its leads are usually viewed, reducing repetitive filter setup.

WIFOX-327 – “Campaign ID” column in bucket leads
The bucket leads table now has a “Campaign ID” column (with sorting and text filter) showing the campaign from the client record.
Business impact:

Marketing and sales can quickly slice leads by campaign.
Easier analysis of which campaigns feed each bucket.

WIFOX-360 – “Country” column in bucket leads (sortable & filterable)
The Bucket → Leads table now has a Country column (after FTD) with full support for sorting and filtering by country.
Business impact:

Managers can quickly focus on leads from specific regions without exports.
Improves geographic analysis and regional allocation directly in the CRM.

WIFOX-331 – Open client card from lead + clean URL
From a lead view in Buckets, users can now open the standard client view card for the related client. At the same time, the route typo was fixed from /leed to /lead.
Business impact:

One click from a lead directly to the full client profile, with all usual permissions.
Cleaner, more consistent URLs for bookmarking and navigation.

WIFOX-332 – Buckets open on Leads tab by default
When opening a bucket page without specifying a tab, the system now lands on the Leads tab instead of Analytics.
Business impact:

Buckets open directly on the main operational view used by agents.
Less extra clicking for everyday lead handling.

WIFOX-329 – Buckets: default Leads tab now works in all languages
The logic for opening the Leads tab by default in bucket views was refactored to use internal keys rather than translated labels, so it behaves correctly across all UI languages.
Business impact:

Non‑English users land on a valid, populated tab instead of hitting empty or incorrect tabs.
Fewer locale‑specific glitches and support tickets.

WIFOX-355 – “Desk” column with sorting & filtering in bucket leads
The bucket leads table now shows a Desk column and allows sorting and filtering by desk.
Business impact:

Managers can see which desk each lead belongs to and quickly re-focus by desk.
Better support for desk-based performance monitoring and balancing.

4. Tradersroom imports & Open API: fewer failed registrations

WIFOX-322 – More tolerant validation for Tradersroom fast registration/import
Tradersroom import / fast registration forms now:

Accept more real-world email formats.
Automatically strip non-numeric characters from pasted phone numbers.
Allow any characters in first/last names.
Business impact:
Fewer failed imports due to overly strict validation.
Less manual “data cleaning” before uploading partner files.

WIFOX-324 – Clear duplicate error for client registration (Open API)
When a client registration via Open API hits a duplicate, the API now returns a clear, machine-readable duplicate error (dedicated status and error code).
Business impact:

Affiliates and integrators can correctly detect duplicates and avoid retry loops.
Easier error handling and more predictable partner integrations.

5. Tables & filters: clearer, more consistent behaviour

WIFOX-361 – Auto-select & lock Project in Fast Filters (single-project mode)
If a CRM instance has only one project, Fast Filters now automatically select that project and make it read-only, clearing other pre-filled values.
Business impact:

Users no longer need to repeatedly choose the only available project.
Fewer misconfigurations and faster filter setup.

WIFOX-353 – “Message” renamed to “Description” in Actions tables
In all Actions-related tables (Actions module and client views), the column previously labeled “Message” is now consistently labeled “Description”.
Business impact:

Terminology matches what business users expect.
Less confusion when reading or training on Actions-related reports.

Revision #3
Created 2 February 2026 08:04:16 by Volodymyr Tsyoha
Updated 4 February 2026 14:06:17 by Volodymyr Tsyoha