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Release Notes 2022-10-31

DECAF Cafelatte Web Application now offers a search bar for users to quickly search for and access:

  1. Menu items,
  2. Portfolios, and
  3. Instruments.

This functionality can be accessed in two ways:

  1. Hit Ctrl + K key combination on anypage you are visiting, or
  2. Click the search icon on the main menu bar.

A short helper is also included: You can hit ? to see a quick reference for how to use it.

This search bar targets the power-user audience. We are excited about it and we are planning to improve it further. Please feel free to provide your feedback.

Filtering Instruments by Instrument Attributes

Instrument page filters now include fields for each instrument attribute. Users can filter instruments by these attributes as well.

Show Tags and Instrument Attributes on Instrument Glimpse

When a user hovers over the holding instrument on valuations, a short glimpse is shown about the instrument.

This glimpse now includes tags and instrument attributes, too.

Various Bug Fixes

We made various bugfixes, too:

  1. Page size is now working fine on Trade and Transaction tabulation pages.
  2. Remove pagination from analytical types tabulation as we are showing all records at once.
  3. Is Settled? filter is now working correctly (Yes/No options were flipped previously).
  4. Quick Compliance works now correct with persisted links.