ITAS Release 8.15.0
Release Date: 15th August 2022
This version of Trader Desktop sees the introduction the following new features and enhancements:
- Cash Input
- Trade Invoicing
- Integration With Microsoft Graph API
More details on these new features can be found here.
This release introduces a new WebService for ITAS APIs. More details can be found here.
Trader Desktop
Planned Work Items
| PBI | Type | Description | Committed |
| 24753 | Bug Fix | [Deployment] - Delete Expired SSL Certs During Deployment Process | Yes |
| 24849 | Bug Fix | [RegRefresh] - Add Support For Oracle Server | Yes |
| 24850 | Enhancement | [RegRefresh] - Show Confirmation Prompt When Process Is Triggered In Trader Desktop | Yes |
Data Portal
Planned Work Items
| PBI | Type | Description | Committed |
| 25237 | Enhancement | [EOB] - Audit Improvements | Yes |
| 25407 | Enhancement | [EOB] - Require Counterparty Broker When AA ticked in TERMCODES | Yes |
| 25464 | Enhancement | [EOB] - Check PRV48 Counterparty Restrictions When Recalling Trades | Yes |
| 25471 | Enhancement | [EOB] - Use gf_futorderconlist For Contract Number In EOB Grid | Yes |
| 25472 | Enhancement | [EOB] - S02 - New Form For Counterparty Restrictions | Yes |
| 25559 | Enhancement | [EOB] - Teams Notification Changes | Yes |
| 25571 | Enhancement | [EOB] - Don't Show Internals Details If Not Trade Exec Or Trade Support | Yes |
| 25572 | Enhancement | [EOB] - Amend GTC / OOH Behaviour | Yes |
| 25593 | Enhancement | [EOB] - Split Teams Notifications | Yes |
| 25625 | Enhancement | [EOB] - Add From & To for Fields | Yes |
| 25618 | Enhancement | [EOB] - Add Details Of Deleted Prices To Audit | Yes |
| 25581 | New Feature | [Cash Input] - Add Support For Cash Input | Yes |
| 25582 | New Feature | [Cash Input] - Simple Cash To Allow In And Out Account To Be chr20_acc | Yes |
| 25606 | New Feature | [Cash Input] - Cash Input Update screen | Yes |
| 25635 | Enhancement | [Reports] - Update Existing Report Data Entry With Additional Parameters | Yes |
| 25558 | Bug Fix | [OMT] - Picking Client Accounts Doesn't Check Status | Yes |
| 25755 | Bug Fix | [OMT] - Ensure Text Labels Fit On One Line | Yes |
| 25756 | Bug Fix | [OMT] - Reduce The Width Of The Contract Grid | Yes |
| 25435 | Enhancement | Improve Alerts Handling On Start Up | Yes |
| 25564 | Bug Fix | Equal To Or Lower Than Filters Not Working In Grids | Yes |
| 25590 | Bug Fix | Cannot Open Tab If Previously Opened With Another TE | Yes |
| 25591 | Bug Fix | Tabs To Show Confirmation Message When Closed Without Saving Changes | Yes |
| 25492 | Bug Fix | Filtering and Scrolling through Grids - ORACLE | Yes |
| 25628 | Enhancement | [MSI] - Change Orientation Or Printed Label | Yes |
| 25736 | Bug Fix | [MSI] - QR Code Should Return Unique Id Not Stock Id | Yes |
| 25569 | Bug Fix | [MSI] - QR Code not always rendering first time | Yes |
| 25737 | Bug Fix | [MSI] - Return Correct Field In QR Code | Yes |
| 24865 | Bug Fix | Extended Properties Not Saved If Property Contains Continuous Uppercase Letters | Yes |
| 25436 | Enhancement | [DocMan] - Add Support For Email & Print In Document Preview Screen | Yes |
| 25490 | Enhancement | Add Support For Calendar Months That End 32 | Yes |
| 25467 | Enhancement | [OData] - Add Support For Additional Date Functions For Grid Filters | Yes |
| 25360 | New Feature | [Trade Invoicing] - Add Support For Trade Invoicing Feature | Yes |
| 25433 | Enhancement | Add Support For Trading Entity Global Tab | Yes |
| 25434 | Enhancement | Add Support For Other Data Types For Extended Properties | Yes |
| 25809 | Enhancement | Change Browser Tag to Display "ITAS - Data Portal" | Yes |
Document Services
Planned Work Items
| PBI | Type | Description | Committed |
| 24915 | Enhancement | Add Support For Rules Panel | Yes |
| 25619 | Enhancement | Add Support For Extended Properties On Document Type | Yes |
| 25693 | Enhancement | GET Endpoint To Return docman_metadata | Yes |
ITAS Graph API
Planned Work Items
| PBI | Type | Description | Committed |
| 25627 | New Feature | Add Support For ITAS integration with Microsoft Graph API | Yes |
| 25687 | New Feature | Add Support For Exchange Mail | Yes |
| 25688 | New Feature | Add Support For Sending Messages To Teams Channels | Yes |
WorkFlow
Planned Work Items
| PBI | Type | Description | Committed |
| 25139 | Enhancement | Include Client OData URL And Token In The Workflow Config | Yes |
| 25205 | Bug Fix | Ensure SSL Certs Are Bound To WorkFlow Windows Service | Yes |
| 25670 | Enhancement | Update the IIS Healthcheck Workflow - Add Doc Service Check | Yes |
Events
Planned Work Items
| PBI | Type | Description | Committed |
| 25054 | Bug Fix | [Events Engine] - New Alerts With Unrecognised Format Created When Existing TopicId Used | Yes |
| 25592 | Bug Fix | [Notification Service] - Notification Service Needs Restarting After Losing Contact With Alerts Service | Yes |
| 25019 | Bug Fix | Prevent Messages Being Sent To Deleted Topic When New Alert Created | Yes |
Identity Server
Planned Work Items
| PBI | Type | Description | Committed |
| 25754 | Bug Fix | Improve Identity Server error messages and logging | Yes |
ITAS API
Planned Work Items
Updated Services
- StockManagement
Bug Fix
- PromanDeliveryOut
ITAS Client Services API
Committed Work Items
Data Catalog
With this release the ITAS Data Entities have been updated to v49 due to the following breaking change
- TruckRecord>TransportMode amended from type Enum to String
- PaymentTerm>IsFiveDayIncrement amended to FiveDayIncrement and from type Boolean to Byte
Updates to Existing Features
New Data Entities
- FutureOrderContractList (ReadOnly)
- IntakeHeader
- IntakeLeg
- PhysicalTradeStock (ReadOnly)
- UserCounterpartyRestriction
- WarrentLocation
Updated Data Entities
- AdditionalInvDetail
- ClientEInvoieDetail
- FutureOrder
- IntrastatNatureOfTransaction
- InventoryConfiguration
- PaymentTerms
- PhysicalsConfiguration
- PhysicalTradeCommission
- PhysicalTradeCost
- PhysicalTradeInvoice
- PhysicalTradeMain
- PhysicalTradeMiscellanea
- PhysicalTradeTraffic
- PriceFix
- StockSystemsConfiguration
- Terminal
- UnPostedTransactionHead
For more information or assistance with any of the above, please contact your ITAS representative or support team.