Release Notes
Release Notes 1.4.2
4min
- Product platform advisor that allows advisor to select between multiple portfolio configurations in the advisor solution. In addition, recommendation rules logic can be configured (QPD-748, QPD-750, QPD-760)
- Oversteer cost functionality, allowing you to oversteer advisory related cost components:
- Override qra-api analyze/cost values (QPD-888)
- Oversteer cost functionality in advisor solution (QPD-92)
- Order summary functionality, calculating one-time and monthly buy orders, across all goals in the advice session:
- New endpoint in qra-api: analyze/order-summary (QPD-892)
- Order summary added to proposal analytics (QPD-94)
- Sustainability functionality, supporting the new Mifid-II requirements related to sustainability assessment:
- configuration of sustainability in qra-api (QPD-861)
- New endpoint in qra-api: analyze/sustainability (QPD-883)
- Sustainability educational modal (QPD-755)
- Sustainability analysis in the proposal page (QPD-754)
- Sustainability tab in Deep Alpha (QPD-753)
- New components added to PDF solution:
- Advice information (QPD-767)
- Oversteer cost (QPD-705)
- Order summary (QPD-701
- Sustainability (QPD-697)
- Client information person (QPD-123)
- Client information company (QPD-116)
- KYC attachment company (QPD-120)
- KYC attachment person (QPD-119)
- Holistic view, giving a summary of advice session across multiple investors (SAPP-658)
- Asset upload (QPD-955, QPD-954)
- Support of full path in assets, allowing us to configure icons across the platform (QPD-708)
- New endpoint in qra-api: analyze/advanced-expected-value (QPD-283). This will enable expected value calculations in order execution flow that will be released in coming releases
- Hybrid fund support in qra-api (QPD-196). We have introduce equityShare and can now optimize and construct portfolios consisting of hybrid funds. API now return information about equityShare
- Adjustments to client information page in Deep Alpha (SAPP-820)
- Support for setting order
- Support for adding custom fields
- Contact list added to company version of client information page
- KYC functionality (SAPP-820):
- Possibility to configure KYC page for persons
- Possibility to configure KYC page for companies
- Time horizon settings, solving bugs with risk labels in risk score component and mapping of risk level (QPD-708)
- Right alignment of numbers in portfolio analysis tables (QPD-957)
- Minor bugs in qra-api, analyze/cost (QPD-927). Cost model now works for custom products.
- Adjust robo/cost to support namespaces in qra-api. Cost models now works for multiple portfolio configurations (QPD-924)
- Advisor_id not found (BT-227)
- Added support for comment when selecting custom field dropdown (QPD-756)
- KYC Custom Field fixes, now supporting labels for custom fields in KYC (QPD-752)
- Success/error messages in visual configuration interface fixed (QPD-414)
- Number formatting in cashflow table - PDF (QPD-388)
- Right alignment of numbers in the PDF (QPD-356)
- Fixed payload model for qra-api endpoint: analyze/scoring (QPD-273)
- Uploading of profile picture (QPD-270)
- Updated pip dependencies in qra-api (QPD-264)
- Failing tests qaut-api (QPD-259)
- FundStandardName in fund/list (QPD-928)
- Performance optimizations for config endpoint in QRA-Front-API (QPD-926)
- QRA migrate Config CLI to API (QPD-911)
- Cost performance fee adjustments (QPD-896) now support float and configuration through CLI
- QRA migrate reports CLI to API (QPD-878)
- Improved way of editing name of the advice session (QPD-764)
- Changed UUID generation frontend from v1 to v4 (QPD-758)
- Refactor duplicated analytics components (QPD-757)
- Default KYC adjustments solving issues with Advisory type experience question (QPD-746)
- Adjusted analytics charts to follow infographic color palette (QPD-719)
- Report colors are now reflecting Deep Alpha infographic color palette (QPD-381)
- Rewrite saving calculator api to API Flask (QPD-274)
- Added payload to swagger documentation for qra-api risk/generic/finance (QPD-271)
- Added manual translations of liquidity section in Financial situation (QPD-254)
Date published: 29.09.2022 Version number: 1.4.2
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Updated 04 Mar 2023
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