[2023] Crassula Release Week 32

core v.23.08.2-23.08.5
client v.23.08.2-23.08.4

New Features

Provider footers

Now you can configure account statement footers per service provider. The functionality is enabled by the show_provider_footer system config. When enabled, statement footers will be taken from the config.dev.yaml file. See the following snippet for example:

CODE

provider_statement_details_list: 

- provider: 'modulr_gb' statement_footer_text: 'Electronic money account 
is provided by Modulr Finance B.V.,\n authorised and regulated by 
the De Nederlandsche Bank for issuance of electronic money' 

- provider: 'modulr_nl' statement_footer_text: 'Electronic money account 
is provided by Modulr Finance B.V.,\n authorised and regulated by 
the De Nederlandsche Bank for issuance of electronic money'

Contact your manager for additional details.

Improvements

Administrative Panel

Vaults can no longer be set as primary accounts. See Accounts for details on the functionality.
The HTTP Log button is implemented for transaction logs for ClearBank callback transactions. Click the button to navigate to the API request log window and access callback details. See Transactions for navigation.

API

The GET /api/clients/{clientId}/transactions method now allows to filter transactions by several currencies at once.
The incorporation_date field is now renamed to incorporationDate in all the supported methods.

See Banking API for details

Web Interface

The Privacy policy and Terms of use are now represented as separate confirmation fields in sign-up forms. The POST /api/public/register and POST /api/public/register/full are also updated to correspond to the changes.
The No fees were found for you message is implemented for persons without price lists assigned. The message is shown in the Settings > Fees section instead of an empty field.
An error message is improved to inform the client of a password that has been used during the previous 360 days.
The Only send <currency> to this address message is implemented for crypto account details.
Batch payment icons and status colors are now redesigned.
The new notification window is implemented to inform the client that 2FA is required to be set before changing the password.

See Banking Web Interface for details.

Fixes

Accounts

Incorrect dates were displayed in statements when exporting an xls report with recurring transactions without a service provider. Now the issue is fixed.

Web Interface

The Tiers, Cashback, and Fees fields were infinitely loading when there were no corresponding access roles set for a client. Now the fields are not shown.