# Release 1.19.0 ## 1. Safer financial operations: accounts, assets, and transactions **WIFOX-540 – Safe delete for Accounts & Assets (with rights and checks)** CRM now supports deleting **Accounts** and **Assets** from their modules, but only under strict conditions:
- Separate rights: “Accounts → Delete” and “Assets → Delete”. - Delete action is shown only if the user has the right. - Backend blocks deletion if: - an asset has any balance or transactions, or - an account contains any assets with balance or transactions.
**Business impact:**
- Admins can clean up unused accounts/assets without risking financial history. - Hard backend checks prevent accidental loss of data or money movements. ---
**WIFOX-541 – Cancel internal transactions with “Canceled by manager” + reason + balance check** For **internal** transactions, managers can now set status **“Canceled by manager”**:
- Only available for `provider = internal`. - A **reason** is mandatory and stored on the transaction. - When canceling deposits, the system checks the client’s current balance; if there’s not enough balance to reverse the deposit, cancellation is blocked with a clear error.
**Business impact:**
- Gives operations a clean, auditable way to cancel internal deposits. - Prevents negative balances and inconsistencies when reversing funds. ---
## 2. Clients module: faster actions and better segmentation **WIFOX-519 – “Add action” promoted to quick action in Clients table** In **CRM → Clients**, **“Add action”** is now a visible quick‑action icon directly in each row, right after Edit, instead of being hidden in the “⋮” menu. **Business impact:**
- Managers can create client actions in one click from the main list. - Speeds up daily follow‑up and reduces extra clicks for high‑volume teams. ---
**WIFOX-591 – New “Source ID” column + filter in Clients table** The Clients table now has a **“Source ID”** column (after “Affiliate ID”) with:
- Display from `client.sourceId` (or equivalent). - Text filter by Source ID. - Inclusion in **Customize columns** (can be shown/hidden, order controlled per user).
**Business impact:**
- Business can quickly slice clients by acquisition source directly in the main Clients view. - Easier analysis of which sources generate which clients, without exports. ---
## 3. Fast filters and search: clearer, global vs personal, and always‑visible search **WIFOX-321 – Clear visual separation of Global vs Personal fast filters** Fast filters across CRM (Clients, Requests, Actions, Transactions, etc.) now visually distinguish **Global** filters from **Personal** ones (using the approved design), without relying on the old “(G)” text suffix. **Business impact:**
- Users instantly see which filters are organisation‑wide and which are their own. - Less confusion, fewer mistakes when saving, editing, or teaching others to use filters. ---
**WIFOX-517 – Move search out of Fast Filters and place above tables** In all relevant modules, the **search field** has been moved:
- Out of the Fast Filters panel. - Into the main table header area, always visible above the table. Existing saved Fast Filters that contained search parameters were migrated so nothing breaks.
**Business impact:**
- Search is now obvious and one‑click for all users. - Fast Filters are cleaner and focused on structured conditions, while saved filters continue to work. ---
## 4. Actions module: better filters and more complete data **WIFOX-518 – Redesigned “Subtypes” selector in Actions Fast Filters** The **Subtypes** selector in Actions Fast Filters was redesigned to clearly show **Type → Subtype** relationships (per the new UX):
- Subtypes visually grouped under their parent Action Type. - Multi‑select across types and subtypes still works. - No change to backend filtering logic.
**Business impact:**
- Users understand exactly which subtypes belong to which types when filtering. - Reduces mis‑filters and speeds up building correct saved filters. ---
**WIFOX-543 – “Completed” column in Actions table on Client card** The **Actions** table inside the client card now includes a **“Completed”** column, showing whether each action is done or not. **Business impact:**
- Account managers can quickly see which actions are still open vs closed for a client. - Easier to ensure no important tasks are left unfinished. ---
**WIFOX-573 – Make Comments required for selected Actions** Certain action types can now require a **Comment** when being created or completed (per configuration). If an action type is marked as “comment required”, users cannot save it without filling the comment field. **Business impact:**
- Ensures key actions always have enough context in the history. - Improves quality of follow‑up and auditability for important processes. ---
## 5. Popovers and navigation: smoother UX in CRM **WIFOX-571 – Wider, readable popovers for long text (e.g. action descriptions)** Popovers/tooltip previews (like long action descriptions) now expand **horizontally** up to a sensible max width, instead of becoming extremely tall and narrow. Text wraps nicely and handles long words/URLs. **Business impact:**
- Long descriptions are easier to read without scrolling a tiny box. - Less friction when reviewing details directly from tables. ---
**WIFOX-572 – Redirect each user to their last visited page after login** After login, CRM now redirects each user to their **own last visited page**, stored per user in local storage (`wbcs:{email}:lastVisitedPath`), if it’s still valid and accessible. If not, they go to the default start page. **Business impact:**
- Users return straight to where they left off (clients list, specific client, requests, etc.). - Saves time and clicks at the start of every session. ---
## 6. Configuration cleanup: labels & employee emails **WIFOX-285 – Remove “Label” from UI forms and auto‑generate it in backend** For many configurable entities (action types, buckets, client/request statuses, desks, banks, fee groups, transaction statuses/subtypes, etc.):
- **Label** is no longer entered in create forms; only **Name** is managed by business users. - In edit forms, Label is still visible but **read‑only**. - Backend automatically generates a unique `label` from Name (same logic as clients’ custom fields) and keeps it stable on edits.
**Business impact:**
- Business users stop dealing with technical IDs and “label” errors. - Integrations keep stable identifiers even if visible names change. ---
**WIFOX-287 & WIFOX-289 – Safe email change for employees (with impact review and audit)** Together these tasks:
- Analysed all impacts of changing an **employee email** (auth, analytics, permissions, audit, notifications, integrations). - Implemented safe email change in the **Employee edit** form: - Email can now be updated with validation (format + uniqueness). - Active sessions, login, password reset, and analytics behavior were defined and handled as approved. - Every change is logged with old email, new email, who changed it, and when.
**Business impact:**
- HR and admins can correct or change employee emails without creating new accounts. - System remains secure and auditable; analytics continues to make sense over time.