Release 1.18.0

1. Trading:Stronger betterclient controlaudit and action visibility

WIFOX-266282 – Trading:Full changeclient executionactivity daylog forin openSessions orderstab
TradingThe managersSessions cantab on the client card now correctshows a unified activity log combining:

Entries include timestamp, actor (client/manager), source app, event type, human‑readable message, and technical metadata, with pagination, sorting and filtering.

Business impact:

WIFOX-238386 – Trading“Actions configuration:exist” “All”indicator tab& forfilter symbolsin Clients table
AThe newClients table now has an “All”Actions exist” tabcolumn in(✅/❌) trading configuration shows the full list of symbols and is selectedbacked by default.a Searchpersistent worksisActionsExist flag on the completeclient, symbolupdated set.
whenever actions are created or deleted. The column is filterable and can be toggled via Customize Columns.

Business impact:

2. FasterCleaner day-to-dayconfiguration: worklabels inhandled theby client areabackend

WIFOX-237285 – FastRemove “Create Action”Label” from clientUI cardforms and auto‑generate it in backend
InFor many configuration entities (action types, buckets, client/request statuses, desks, banking entities, etc.):

Actions table opens a focused “create action” form for that client, with the client prefilled and locked.

Business impact:

WIFOX-328

3. –Buckets “Completed& byleads: default”better 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 statusescontrols and more reliable action‑based reporting.

reprocessing

WIFOX-318326 – Easier-to-clickBuckets Back/ buttonLeads: in“Only clientFTD” cardfast toggle with per‑bucket memory
TheOn Back/buckets/:id/leads, buttona innew “Only FTD” toggle above the clienttable formfilters was redesignedleads to havefirst‑time adepositors larger,when more forgiving click areaON, and bettershows placement.
all leads when OFF. Its state is stored per bucket (alongside other bucket toggles).

Business impact:

WIFOX-354 – Allow reprocessing of already processed leads (with permission)
Leads that were previously processed can now be selected and reprocessed from the sideBucket menu→ duringLeads intensivetab, work.but only for roles that have the new permission buckets.submodules.leads.reprocessing.

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:

WIFOX-240419 – Horizontal“Full scrollbarsname” staycolumn visible+ whenfirst/last zoomingname filters in bucket leads
TablesOn nowthe keepBucket their→ Leads tab, a new horizontal“Full scrollbarsname” visiblecolumn even(after whenID) browsershows zoom<First name> <Last name>, supports sorting, and is changed.
backed by two separate filters: First name and Last name.

Business impact:

4. Clients table: smarter duplicate and action indicators

WIFOX-277323 – All“Last navigationduplicate behavesdate” likein nativeClients browser linkstable
ClickableA navigationnew elementsLast acrossduplicate CRMdate field is now behavestored likeon realthe browserclient linksand (opensurfaced as an optional column in newthe tab/window,Clients right-clicktable, menu,with middle-click,sorting, Ctrl/Cmd+click).
date‑range filtering (Fast Filters) and Customize Columns support.

Business impact:

5. Client status & trading access

WIFOX-444 – New client status “Pending – Authorized”
A new status Pending – Authorized has been introduced and treated as “authorized for trading” across browsersthe core system, trading platform and operatingrelated systems.services:

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:

6. Global UX and safety improvements

WIFOX-327416 – “CampaignLanguage ID”selector columndropdown inalways bucketvisible leadsover Fast Filters
The bucketlanguage leadsswitcher tabledropdown now hascorrectly aappears “Campaign ID”above columnthe (withFast sortingFilters panel across all pages and textservices filter)where showingboth theare campaignpresent.

from the client record.

Business impact:

WIFOX-360417 – Transactions: masked “Country”Source card number” column in+ bucket leads (sortable & filterable)filter
The Bucket → LeadsTransactions table now hasincludes a Country“Source card number” column (afterfor FTD)Bridge withPay card transactions, showing only first4********last4 and never the full supportPAN. forA sortingfast andfilter filteringis byavailable country.
Businessthat impact:

works

• Managers can quickly focusstrictly on leadsfirst4+last4. fromThe specificcolumn regionsis withoutconfigurable exports.via Customize Columns.

• 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:

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

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 emptydata or incorrectweakening tabs.

  compliance

• 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:

4. Tradersroom imports & Open API: fewer failed registrations

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

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:

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:

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: