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Release 1.20.0

1. Safer🛠️ financialCRM operations:& accounts,Table assets,Usability and transactions

Improvements

WIFOX-540680 – SafeAdd deleteColumns forCustomization AccountsFeature &to AssetsOrders (withTable
Users rightscan now customize which columns are visible in the Trading MS Orders table, improving workflow flexibility 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 ifpersonalizing the userCRM has the right.

  • Backend blocks deletion if:

    • an asset has any balance or transactions, or

    • an account contains any assets with balance or transactions.

experience.
Business impact:

  • AdminsTeams can cleantailor uptheir 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 availableworkspace for providerfaster =access internal.

    to
    • relevant
  • data,

    Aboosting reason is mandatoryproductivity 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.satisfaction.

WIFOX-600 – Clients: Add “State” column + filter/sort/customize + form options
A new “State” column (live/demo) has been added to the Clients table and forms, with full support for sorting, filtering, and column customization.
Business impact:

  • GivesMakes operationsit a clean, auditable wayeasier to cancelsegment, internal deposits.

  • Prevents negative balancesfilter, and inconsistenciesmanage whenclients, reversingsupporting funds.better decision-making and targeted actions.

2. Clients module: faster actions and better segmentation

WIFOX-519597 – “AddRequests: action”Track promotedlast tomessage quicktimestamps actionfrom Client/Manager + show in Clients table
InThe CRMRequests → Clients, “Add action” istable now adisplays visible quick‑action icon directly in each row, right after Edit, instead of being hidden inwhen the “⋮”client menu.

or

manager last sent a message, with sorting, filtering, and column customization.
Business impact:

  • ManagersTeams cangain createbetter visibility into communication history, helping prioritize follow-ups and improve 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).service.

BusinessWIFOX-604 impact:– [Settings][Actions] Fix missing scroll inside large blocks


Each
action

  • Business can quickly slice clients by acquisition source directlyblock in theSettings mainnow Clientshas view.

    its
    • own
  • scroll,

    Easierpreventing analysisUI of which sources generate which clients, without exports.

3. Fast filtersglitches and search:making clearer,large globallists vseasier personal,to and always‑visible search

WIFOX-321 – Clear visual separation of Global vs Personal fast filtersnavigate.
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 instantlycan seeefficiently which filters are organisation‑widemanage and whichreview arelong theirlists own.

    without
    • losing

  • Less confusion, fewer mistakes when saving, editing,context or teachingexperiencing otherslayout 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.issues.

WIFOX-609 – Statuses inside table should be without paddings
Table status indicators are now more compact, improving readability and saving space.
Business impact:

  • SearchCleaner istables nowmean obviousfaster scanning and one‑clickless visual clutter 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.

WIFOX-608 – Set default search input width for components with fast filters
All search inputs across modules now have a consistent width, ensuring a unified look and feel.
Business impact:

  • UsersConsistent understandUI exactlyelements whichreduce subtypes belong to which types when filtering.

  • Reduces mis‑filtersconfusion and speedscreate upa buildingmore correctprofessional, saveduser-friendly filters.interface.

WIFOX-54358 – “Completed”FastFilters columnComponent inRefactoring Actions& table on Client cardUnification
The ActionsFastFilters tablecomponent insidehas been refactored into a shared, reusable module, reducing code duplication and ensuring consistent filtering behavior across the client card now includes a “Completed” column, showing whether each action is done or not.

platform.
Business impact:

  • AccountFaster managersfeature candevelopment, quicklyeasier seemaintenance, whichand actionsa aremore stillreliable openfiltering vs closedexperience for aall client.

  • Easier to ensure no important tasks are left unfinished.users.

2. đź’¬ Communication & Collaboration

WIFOX-573583 – MakeRequests/Tickets: CommentsImplement requiredPaste for& selectedDrag-and-Drop ActionsImage Upload in Conversations
Certain action typesUsers can now requirepaste or drag-and-drop images directly into CRM Requests and Trading Tickets conversations.
Business impact:

  • Richer, more efficient communication between teams and clients, leading to quicker resolutions and better support.

3. đź”’ Access & Security

WIFOX-521 – Replace silent redirect with explicit “Access denied” state for entities
When users lack permission to access an entity, they now see a clear “Access denied” message instead of a silent redirect.
CommentBusiness impact:

when
being
created
or
completed
    (per
  • configuration).

    Reduces Ifconfusion, animproves actiontransparency, typeand ishelps markedusers understand access limitations instantly.

WIFOX-421 – IP restrictions for API tokens are working incorrectly
IP addresses for API tokens are now parsed and displayed correctly, ensuring security policies are enforced as “commentintended.
Business required”,impact:

users
cannot
save
it
without
    filling

  • Strengthens security and compliance by making sure only authorized IPs can access sensitive APIs.

4. 📢 Notifications & System Feedback

WIFOX-624 – Notify about Margin Call
The system now sends notifications about margin calls to both the commenttrading field.

area

and the assigned manager in Core CRM.
Business impact:

  • Ensures keytimely actions always have enough context in the history.

  • Improves quality of follow‑upawareness and auditabilityaction foron importantmargin processes.calls, reducing risk and improving client safety.

5. Popovers⚙️ andPerformance navigation:& smootherTechnical UX in CRM

Enhancements

WIFOX-571613 – Wider,Optimize readable popovers for long text (e.g. action descriptions)Table
Popovers/tooltipTable previewsrendering (likeperformance longhas actionbeen descriptions)improved, nowreducing expandblank horizontallyareas upduring to a sensible max width, instead of becoming extremely tallscrolling and narrow.making Textthe wrapsUI nicelymore and handles long words/URLs.

responsive.
Business impact:

  • LongSmoother descriptionsuser areexperience easierand toless read without scrolling a tiny box.

  • Less frictionfrustration when reviewingworking detailswith directlylarge from tables.datasets.

WIFOX-572710 – RedirectConfigurations eachof usersymbols toare theirupdating lastincorrectly visitedon pageupdate after(on loginone step before)
AfterA login,bug CRMaffecting nowthe redirectsupdate eachof usersymbol toconfigurations theirhas ownbeen lastfixed, visitedensuring page,changes storedare perapplied user in local storage (wbcs:{email}:lastVisitedPath), if it’s still validcorrectly and accessible. If not, they go to the default start page.

immediately.
Business impact:

  • UsersReduces returnoperational straight to where they left off (clients list, specific client, requests, etc.).

  • Saves timeerrors and clicksensures atthat theconfiguration startchanges oftake everyeffect session.as expected.

6. Configurationđź’¸ cleanup:Transaction labels & employee emails

Accuracy

WIFOX-285445 – Remove[Transactions] “Label” from UI forms and auto‑generate it in backend
For many configurable entities (action types, buckets, client/request statuses, desks, banks, fee groups,First transaction statuses/subtypes,date etc.):

isn't
adding
The
system
now
correctly
    records
  • the

    Labeldate 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 generatesof a uniqueclient’s labelfirst from Name (same logic as clients’ custom fields) and keeps it stable on edits.

transaction.
Business impact:

  • BusinessImproves usersfinancial stop dealing with technical IDstracking and “label”reporting errors.

    accuracy,
    • supporting

  • Integrations keep stable identifiers even if visible names change.

WIFOX-287 & WIFOX-289 – Safe email change for employees (with impact reviewcompliance and audit)
Togetherbetter 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.analytics.


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