These release notes contain new features, improvements, and fixed issues in releases 2.38
Planned release date: week 49
New Features and Improvements
This section describes new functionality and changes in existing functionality.
Mass management of manual orders
More info is coming soon.
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.
TIN and country code TIN
We have added properties for TIN and country code TIN in Bricknode Broker. These new properties are found under the Detail tab on a user. The properties are needed in the tax reporting (new from tax period 2020) and have only been in the Tax application before for the customers to add it manually. More info is coming soon.
Performance improvements in the GUI
Admin
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.
Partner
More info is coming soon.
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.
New settings for Partner
More info soon.
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.
API - 2.38
This release involves changes in the API, make sure to inform your external developers and update your service reference. Please read our changelog to get all the information about which API-methods that are affected.
There is a breaking change in the method CreateReservations. We have removed the property Order which carries the same information as Reference. The user should henceforth only use the latter.
A release of our NuGet package is also available:
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).