ITAS Release 8.17.0
Release Date: 13th February 2023
This version of Trader Desktop sees the introduction the following new features and enhancements:
- Several New Reports
- Export To Excel
- Company Codes Management
- Teams Notifications
- Company Copy
- Task Manager
More details on these new features can be found here.
Trader Desktop
Planned Work Items
| PBI | Type | Description | Committed |
| 27172 | Bug Fix | [INTSTOCK] - Change Contract Value Calc To Use ContractValueRepository | Yes |
| 27159 | Bug Fix | [INTSTOCK] - Timing Out On UAT Server | Yes |
| 27477 | Bug Fix | [INTSTOCK] - Validate Settlement Currencies Match | Yes |
Data Portal
Planned Work Items
| PBI | Type | Description | Committed |
| 26731 | New Feature | [Reporting] - Add Support For P&L Report | Yes |
| 26729 | New Feature | [Reporting] - Add Support For Valuation Report | Yes |
| 26730 | New Feature | [Reporting] - Add Support For Futures Open Position (TOPEN) | Yes |
| 26766 | Bug Fix | User Settings Should Always Open In The General Tab | Yes |
| 26795 | Bug Fix | When All General Tabs Are Closed The Isn't Displayed | Yes |
| 26836 | Bug Fix | Tab Text Cannot Be Seen On Hover | Yes |
| 26942 | Bug Fix | [Trade Capture] - Contract Date Not Saved Correctly | Yes |
| 26955 | Bug Fix | Data Views Opening In The Wrong TE Tab | Yes |
| 26957 | Bug Fix | [Document Manager] - Company Docs Boolean Extended Props Can't Be Set To False | Yes |
| 26178 | Enhancement | [Contract Value] - Extrapolated Rates | Yes |
| 26554 | Enhancement | [Contract Value] - Apply Prem Settle Roe | Yes |
| 26726 | Enhancement | [Contract Value] - Diffn Ratio | Yes |
| 26179 | Enhancement | [Contract Value] - Historical Rates and Prices | Yes |
| 26584 | Enhancement | [Contract Value] - Frozen Database | Yes |
| 26571 | New Feature | [Export to Excel] - Add Support For Export To Excel From Data View (Snapshot Of Data Based On Current Layout) | Yes |
| 26572 | Enhancement | Add record count to data view link in Dashboard | Yes |
| 26576 | New Feature | Add Support For Teams Notifications | Yes |
| 26577 | New Feature | Add Support For User Activity Monitor | Yes |
| 26578 | New Feature | [Company Copy] - Add Support For Company Copy | Yes |
| 26623 | Enhancement | Add Data Portal Help Screens | Yes |
| 26705 | Enhancement | [Trade Invoicing] - Include Costs in Table UI | Yes |
| 26941 | Enhancement | Make Switching Tabs Change The URL Based On navItem | Yes |
| 26771 | Bug Fix | Trading Entity Column Is Not Included When Documents Are Filtered In General Tab | Yes |
| 27005 | Bug Fix | [OMT] - Search Box In Ribbon Doesn't Work | Yes |
| 27017 | Bug Fix | Data Views Only Opening For Default TE, Not The TE Currently Open | Yes |
| 27081 | Bug Fix | Order Management Application Refresh Issues | Yes |
| 27039 | Bug Fix | Templates Grid Count Fix | Yes |
| 26704 | New Feature | Add Support For Invoicing From Data Portal | Yes |
| 27088 | New Feature | Add Support For Cost Grouping | Yes |
| 27572 | Bug Fix | [EOB] - Contracts displayed incorrectly | Yes |
| 26834 | Bug Fix | Modals Appear Behind The (Locked) Sub Menu | Yes |
| 27083 | Bug Fix | [OMT] - Calendar Date Selection Issue | Yes |
| 27132 | Bug Fix | Privileges To Admin Views Can Be Enabled | Yes |
| 27333 | Bug Fix | Users Cannot Update Layout | Yes |
| 27029 | Enhancement | Manual Invoicing | Yes |
| 27395 | Bug Fix | Search Not Working In Alert Settings Grid | Yes |
| 27151 | Enhancement | Trade Capture - Contract Entry | Yes |
Task Manager
| PBI | Type | Description | Committed |
| 26988 | New Feature | Introduce Support For Task Manager Feature | Yes |
Events
Planned Work Items
| PBI | Type | Description | Committed |
| 27009 | Enhancement | New Alert 2-262 | Yes |
| 27011 | Enhancement | New Alert 2-263 | Yes |
| 27012 | Enhancement | New Alert 2-264 | Yes |
| 27013 | Enhancement | New Alert 2-265 | Yes |
| 27004 | Enhancement | Add nhr20 to 'New Item Alert' | Yes |
| 27293 | Enhancement | New Alert 2-266 | Yes |
Task Management Service
Planned Work Items
| PBI | Type | Description | Committed |
| 26987 | New Feature | Add support for Task Management Feature | Yes |
Graph Service
Planned Work Items
| PBI | Type | Description | Committed |
| 26575 | Enhancement | Add support for SharePoint Integration | Yes |
| 27552 | Enhancement | Add support for WindowsInetProxy | Yes |
Document Services
Planned Work Items
| PBI | Type | Description | Committed |
| 26751 | New Feature | Add Support For DOCGEN | Yes |
| 27475 | New Feature | Add Support For SharePoint Document Storage | Yes |
IServices
Planned Work Items
| PBI | Type | Description | Committed |
| 27078 | Enhancement | Add New Healthcheck Endpoint For IIS HealthCheck WorkFlow | Yes |
WorkFlow Service
| PBI | Type | Description | Committed |
| 27080 | Enhancement | Update Healthcheck Workflow With New IServices url | Yes |
ITAS API
ITAS Client Services API
Data Catalog
With this release the ITAS Data Entities have been updated to v54 due to the following breaking change
- PhysicalsConfiguration>IsMarketSectorMandatory amended to MarketSectorMandatory of type enum
New Data Entities
- CurrencyHoliday
- ExplicitRate
- Holiday
- LogisticsNote
- MonthEndRate
- PalletType
- PhysicalTradeWeightRateCommission
- PhysicalTradeWeightRateCost
- PriceMatrixPrice
Updated Data Entities
- AdditionalInvDetail
- AccountingConfiguration
- FamilyLimitsConfiguration
- PhysicalOrder
- PhyscialsConfiguration
- PhysicalTradeCost
- PhysicalTradeFinancial
- PhysicalTradeMiscellanea
- PhysicalTradePricing
- PhysicalTradeTraffic
- Port
- PriceFixingDetail
- SiteConfiguration
- Terminal
- TradingEntityConfiguration
- Transaction
- TransactionClient
- TransactionNominal
- TransactionWip
- WipAccount
For more information or assistance with any of the above, please contact your ITAS representative or support team.