Release Notes - 2.38

These release notes contain new features, improvements, and fixed issues in releases 2.38

Release date: 2021-12-06

New Features and Improvements

This section describes new functionality and changes in existing functionality.

Mass management of manual orders

You can now select several orders and manage them in bulk. This means you can fill and settle multiple orders at once, saving considerable time compared with handling these individually. Read more here.

Tax Identification Numbers (TIN)

It is now possible to add TIN and country code in Bricknode Broker. These new fields are found under the Detail tab on a user record. The properties are needed in the tax reports (new from tax period 2020) and have only been in the Tax application for the customers to add manually. Learn more: Tax Identification Numbers (TIN) and Release 1.11 - Tax Reporting Application

Performance improvements in the system

We have improved the performance when filling and settling internal and manual resulting orders and also when batching (netting) internal orders. This operation has been time-consuming and will now work much faster.

The listing of external accounts took a long time in the tickets “Withdraw Money” and “Automatic Payment”. We have now made some changes so it will go faster.

We now show all currencies in the ticket “Withdraw money” instead of only SEK. We have therefore added a validation that only SEK is supported when selecting Autogiro. The performance is improved when showing all possible currencies that the customer has.

The search button is now disabled until the search is done or you enter a new value in any of the filter boxes. Previously the user could start a new search before the first search was finished which caused a load on the server and performance problems.

Only one account will be selected when navigating to a partner user in Admin. This view has been very slow since a partner can have hundreds of accounts.

Search with BFS-id in several lists

We made it possible to use BFS-id when searching several lists in the system. Some CSV exports only contain the BFS-id and then it is useful for the back office administrator to use the BFS-id when doing a search. It is possible to use the BFS id for example the instrument, account, and user lists.

Unmatched payments in Bricknode Broker

When importing an autogiro file and order can't be matched in the system a task is created to make back-office administrators aware that it has happened and can start the investigation. The payment is deposited in the exception account.

Terminated users

Terminated users are now only visible under Disabled users and they also get a status on the overview saying the user is Terminated.

New settings for Partner - manage deposits

We now have the same settings for partners that we have for end customers and administrators. Settings where we can allow partners to manage deposits on the partner front, like change date or amount on deposit orders that are not sent to BGC (sent active).

New checkbox on instruments

A new setting on instruments to exclude them from fee-related selling. This could for example be used for instruments that are traded monthly. The checkbox is only visible when having the add-on for Fee Manager activated. You will find the new setting under the section Fees on an instrument. There is also possible to filter on this in the instrument lists.

Trade time for internal orders with manual resulting order route

The trade time was set to Now on internal orders but the default behavior should be the same trade time as the resulting order. When filling the resulting order the internal orders should get the same trade time. The date can always be changed in the GUI.

Possibility to cancel several orders

We added the possibility to cancel several individual orders, we have only had this possibility in some order lists like subscription orders.

Price check when filling manual order

We have added a check when filling a manual order that the price difference that is set on the execution interface setting (System Data > Execution interface) is not too big. This will prevent the user from entering the wrong price.

Disabled back button in the web browser

The back office administrator could by mistake click on the back button in the browser and would be moved to the login page and lose the open tabs/work in the system.

API - 2.38

This release involves changes in the API. Please read our changelog to get all the information about which API-methods that are affected. The upcoming API has been uploaded to a test environment, so your developers can update the "service reference" and make any necessary changes before the actual update.

A release of our NuGet package is also available: NuGet Gallery | Bricknode.Soap.Sdk 6.3.0

There is a breaking change in the method CreateReservations.

Manage fees and delete custom fields via API

We have four new methods for managing fee records and a new method for deleting custom fields. This method can be used for deleting custom fields on any entity, like accounts.

Data type Enum is enabled as Args input in the API

For a better and easier user experience, it is very good to use Enums as opposed to Strings because they force the user into using the right choices.

Fixed issues

Issues resolved in this release.

BB-272 - Display bug: Incorrect text about months in blue info box when doing an automatic payment. (Support-6112)

BB-279 - Display bug in Admin: Info on Pending External Account shows wrong account. (Support-6161)

BB-270 - Custom fields were not updated using UpdateRecurringOrderTemplateAutoGiro (Support-6103)

BB-284 - When exporting a CSV file from the customer front you will receive a lot of information that is not necessary for an end customer. We have removed created by, created by a person (admin/partner), last updated by, and last updated person from the CSV files.

BB-79 - Previously it has been possible to create a switch order with allocation percentage 0, we have now removed this possibility since the switch order can´t be processed.

BB-119 - When selling a fund in percent you get an error message saying "det går bara att handla i jämna handelsposter”. The system is now taking into account how many decimals the fund is traded in. (Support-5739)

BB-222 - When doing a transfer out, in the Admin UI, on an account it was possible to transfer out more quantity than there are in the position. This is now fixed.

BB-311 - Problem to select several subscription orders when having several tabs opened. (Support-6150)

BB-329 - It was possible to do a switch order from the customer front on an account that belonged to an allocation profile. (Support-6254)

BB-40 - Removed the option Start Cancel on autogiro orders that are sent to BBC on the partner front.

BB-138 - Erroneous settlement date when OS date format differs from selected language in BFS. (Support-5228, Support-5264)

BB-340 - Server error when not selecting an end date for a message (System Settings > Information box).

BB-318 - We have removed the iFrame solution where customers fill out their KYC data because it is impossible to use on mobile devices. Instead of an iFrame, we re-direct the customer to a page where they fill out the KYC information. (BSS-4369)