[GH-ISSUE #53] Update Profile and Sidebar Menu #12

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opened 2026-03-03 11:58:22 +03:00 by kerem · 1 comment

kerem commented

2026-03-03 11:58:22 +03:00

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Originally created by @sergeiosipov on GitHub (Jul 17, 2025).
Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/53

2024.11.11 Navigation for Roles from Sergei Osipov - github issues.xlsx

Update Profile and Sidebar Menu according to the attached excel

USER PROFILE DROPDOWN MENU
Hub
User Interface
- Light theme → Right Upper Corner Profile Icon -> User Interface -> Light Theme
- Dark theme → Right Upper Corner Profile Icon -> User Interface -> Light Dark Theme
Account Security
Log out
---------------------------------------------------------------------------------------------------
SIDE BAR MENU
Dashboard
Reports
- Balance → Sidebar menu -> Reports -> Balance
- P&L → Sidebar menu -> Reports -> P&L
- Transactions → Sidebar menu -> Reports -> Transaction
- Performance → Sidebar menu -> Reports -> Balance
Add-ons
---------------------------------------------------------------------------------------------------
Data Quality
- Reconciliation → Sidebar menu -> Reconciliation
  - Portfolio Reconcile Groups → Sidebar menu -> Reconciliation -> Portfolio reconciliation
  - Portfolio Reconciliation → Sidebar menu -> Reconciliation -> Reconcile
  - Reconciliation History → Sidebar menu -> Reconciliation -> Reconciliation history
Valuations
- Portfolio History → Sidebar menu -> Valuations -> Portfolio History
- Prices → Sidebar menu -> Valuations -> Prices
- FX Rates → Sidebar menu -> Valuations -> FX rates
- Run Pricing → Sidebar menu -> Valuations -> Run Pricing
Transactions
- Transactions → Sidebar menu -> Transactions -> Transactions
- Base Transactions → Sidebar menu -> Transactions -> Base Transactions
- Register Records → Sidebar menu -> Transactions -> Register Records
Data
- Instruments → Sidebar menu -> Data -> Instruments
- Registers → Sidebar menu -> Data -> Registers
- Portfolios → Sidebar menu -> Data -> Portfolios
- Accounts → Sidebar menu -> Data -> Accounts
- Strategies → Sidebar menu -> Data -> Strategies
  - Strategies 1 → Sidebar menu -> Data -> Strategies -> Strategies 1
  - Strategies 2 → Sidebar menu -> Data -> Strategies -> Strategies 2
  - Strategies 3 → Sidebar menu -> Data -> Strategies -> Strategies 3
- Responsibles → Sidebar menu -> Data -> Responsibles
- Counterparties → Sidebar menu -> Data -> Counterparties
- Client Entities → Sidebar menu -> Administration -> Client Entity
- Currencies → Sidebar menu -> Data -> Currencies
Import
- Import Transactions from File → Sidebar menu -> Import -> Import transaction from file
- Import Data from File → Sidebar menu -> Import -> Import data from file
Explorer
---------------------------------------------------------------------------------------------------
Marketplace
Installed New User Setups
Configuration
- Tasks → Sidebar menu -> Configuration -> Tasks
- Workflows → Sidebar menu -> Configuration -> Workflows
  - Workflow Dashboard → Sidebar menu -> Configuration -> Workflows -> Workflow Dashboard
  - Workflow Templates → Sidebar menu -> Configuration -> Workflows -> Workflow Templates
  - Workflow Schedules → Sidebar menu -> Configuration -> Workflows -> Schedules
  - Workflow Definitions → Sidebar menu -> Configuration -> Workflows -> Definitions
- Workers → Sidebar menu -> Configuration -> Workers
- Layouts → Sidebar menu -> Configuration -> Layouts
  - New User Setups → Sidebar menu -> Administration -> New User Setups
  - White Label → Sidebar menu -> Administration -> White Label
  - Dashboard Layouts → Sidebar menu -> Configuration -> Layouts -> Dashboard Layouts
  - Entity Viewer Layouts → Sidebar menu -> Configuration -> Layouts -> Entity Viewer Layouts
  - Input Form Layouts → Sidebar menu -> Configuration -> Layouts -> Input Form Layouts
  - Context Menu Layouts → Sidebar menu -> Configuration -> Layouts -> Context Menu Layouts
- Default Settings → Sidebar menu -> Administration -> Default settings
- Data Settings → Sidebar menu -> Configuration -> Data Settings
  - User Attributes → Sidebar menu -> Configuration -> Data Settings -> User Attributes
  - Transaction Type Groups → Sidebar menu -> Configuration -> Data Settings -> Transaction Type Groups
  - Transaction Templates → Sidebar menu -> Configuration -> Data Settings -> Templates
  - Transaction Types → Sidebar menu -> Configuration -> Data Settings -> Transaction Types
  - Instrument Types → Sidebar menu -> Configuration -> Data Settings -> Instrument Types
  - Portfolio Bundles → Sidebar menu -> Configuration -> Data Settings -> Portfolio Bundles
  - Portfolio Types → Sidebar menu -> Configuration -> Data Settings -> Portfolio Types
  - Account Types → Sidebar menu -> Configuration -> Data Settings -> Account Types
- Data References → Sidebar menu -> Configuration -> Specifications
  - Aliases → Sidebar menu -> Configuration -> Specifications -> Aliases
  - Tooltips → Sidebar menu -> Configuration -> Specifications -> Tooltips
  - Dropdown Values → Sidebar menu -> Configuration -> Data Settings -> Reference Tables
  - Lookup Mappings → Sidebar menu -> Configuration -> Data Settings -> Mapping Tables
  - Palettes → Sidebar menu -> Configuration -> Specifications -> Palettes
- Pricing Policies → Sidebar menu -> Configuration -> Pricing policies
- Expression procedures
- Pricing Schedules
- Import Schemes → Sidebar menu -> Configuration -> Import schemes
  - Data Import → Sidebar menu -> Configuration -> Import schemes -> Data Import
  - Transactions Import → Sidebar menu -> Configuration -> Import schemes -> Transactions Import
- Code Editor → Sidebar menu -> Configuration -> Specifications -> Code editor
- Add-ons Control → Sidebar menu -> Configuration -> Configuration
  - Manage Add-ons → Sidebar menu -> Configuration -> Configuration -> Manage
  - Import Add-ons → Sidebar menu -> Configuration -> Configuration -> Import
---------------------------------------------------------------------------------------------------
Administration
- Permissions → Sidebar menu -> Administration -> Permissions
  - Members → Sidebar menu -> Administration -> Permissions -> Members
  - Groups → Sidebar menu -> Administration -> Permissions -> Groups
  - Roles → Sidebar menu -> Administration -> Permissions -> Roles
  - Access Policies → Sidebar menu -> Administration -> Permissions -> Access Policy
  - Resource Groups → Sidebar menu -> Administration -> Permissions -> Resource Groups
  - Navigation → Sidebar menu -> Administration -> Permissions -> Navigation
- Recycle Bin → Sidebar menu -> Administration -> Recycle Bin
- Workspace Settings → Sidebar menu -> Administration -> System
- Finmars Vault → Sidebar menu -> Administration -> Vault -> Vault Record
- Vault -> Vault → Sidebar menu -> Administration -> Vault -> Vault
- Journal → Sidebar menu -> Administration -> Journal
- Cache → Sidebar menu -> Administration -> Cache
  - Balance Report Instances → Sidebar menu -> Administration -> Cache -> Balance Report Instances
  - P&L Report Instances → Sidebar menu -> Administration -> Cache -> P&L Report Instances

Originally created by @sergeiosipov on GitHub (Jul 17, 2025). Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/53 [2024.11.11 Navigation for Roles from Sergei Osipov - github issues.xlsx](https://github.com/user-attachments/files/21293898/2024.11.11.Navigation.for.Roles.from.Sergei.Osipov.-.github.issues.xlsx) Update Profile and Sidebar Menu according to the attached excel - **USER PROFILE DROPDOWN MENU** - **Hub** - **User Interface** - *Light theme* → Right Upper Corner Profile Icon -> User Interface -> Light Theme - *Dark theme* → Right Upper Corner Profile Icon -> User Interface -> Light Dark Theme - **Account Security** - **Log out** - **---------------------------------------------------------------------------------------------------** - **SIDE BAR MENU** - **Dashboard** - **Reports** - *Balance* → Sidebar menu -> Reports -> Balance - *P&L* → Sidebar menu -> Reports -> P&L - *Transactions* → Sidebar menu -> Reports -> Transaction - *Performance* → Sidebar menu -> Reports -> Balance - **Add-ons** - **---------------------------------------------------------------------------------------------------** - **Data Quality** - *Reconciliation* → Sidebar menu -> Reconciliation - `Portfolio Reconcile Groups` → Sidebar menu -> Reconciliation -> Portfolio reconciliation - `Portfolio Reconciliation` → Sidebar menu -> Reconciliation -> Reconcile - `Reconciliation History` → Sidebar menu -> Reconciliation -> Reconciliation history - **Valuations** - *Portfolio History* → Sidebar menu -> Valuations -> Portfolio History - *Prices* → Sidebar menu -> Valuations -> Prices - *FX Rates* → Sidebar menu -> Valuations -> FX rates - *Run Pricing* → Sidebar menu -> Valuations -> Run Pricing - **Transactions** - *Transactions* → Sidebar menu -> Transactions -> Transactions - *Base Transactions* → Sidebar menu -> Transactions -> Base Transactions - *Register Records* → Sidebar menu -> Transactions -> Register Records - **Data** - *Instruments* → Sidebar menu -> Data -> Instruments - *Registers* → Sidebar menu -> Data -> Registers - *Portfolios* → Sidebar menu -> Data -> Portfolios - *Accounts* → Sidebar menu -> Data -> Accounts - *Strategies* → Sidebar menu -> Data -> Strategies - `Strategies 1` → Sidebar menu -> Data -> Strategies -> Strategies 1 - `Strategies 2` → Sidebar menu -> Data -> Strategies -> Strategies 2 - `Strategies 3` → Sidebar menu -> Data -> Strategies -> Strategies 3 - *Responsibles* → Sidebar menu -> Data -> Responsibles - *Counterparties* → Sidebar menu -> Data -> Counterparties - *Client Entities* → Sidebar menu -> Administration -> Client Entity - *Currencies* → Sidebar menu -> Data -> Currencies - **Import** - *Import Transactions from File* → Sidebar menu -> Import -> Import transaction from file - *Import Data from File* → Sidebar menu -> Import -> Import data from file - **Explorer** - **---------------------------------------------------------------------------------------------------** - **Marketplace** - **Installed New User Setups** - **Configuration** - *Tasks* → Sidebar menu -> Configuration -> Tasks - *Workflows* → Sidebar menu -> Configuration -> Workflows - `Workflow Dashboard` → Sidebar menu -> Configuration -> Workflows -> Workflow Dashboard - `Workflow Templates` → Sidebar menu -> Configuration -> Workflows -> Workflow Templates - `Workflow Schedules` → Sidebar menu -> Configuration -> Workflows -> Schedules - `Workflow Definitions` → Sidebar menu -> Configuration -> Workflows -> Definitions - *Workers* → Sidebar menu -> Configuration -> Workers - *Layouts* → Sidebar menu -> Configuration -> Layouts - `New User Setups` → Sidebar menu -> Administration -> New User Setups - `White Label` → Sidebar menu -> Administration -> White Label - `Dashboard Layouts` → Sidebar menu -> Configuration -> Layouts -> Dashboard Layouts - `Entity Viewer Layouts` → Sidebar menu -> Configuration -> Layouts -> Entity Viewer Layouts - `Input Form Layouts` → Sidebar menu -> Configuration -> Layouts -> Input Form Layouts - `Context Menu Layouts` → Sidebar menu -> Configuration -> Layouts -> Context Menu Layouts - *Default Settings* → Sidebar menu -> Administration -> Default settings - *Data Settings* → Sidebar menu -> Configuration -> Data Settings - `User Attributes` → Sidebar menu -> Configuration -> Data Settings -> User Attributes - `Transaction Type Groups` → Sidebar menu -> Configuration -> Data Settings -> Transaction Type Groups - `Transaction Templates` → Sidebar menu -> Configuration -> Data Settings -> Templates - `Transaction Types` → Sidebar menu -> Configuration -> Data Settings -> Transaction Types - `Instrument Types` → Sidebar menu -> Configuration -> Data Settings -> Instrument Types - `Portfolio Bundles` → Sidebar menu -> Configuration -> Data Settings -> Portfolio Bundles - `Portfolio Types` → Sidebar menu -> Configuration -> Data Settings -> Portfolio Types - `Account Types` → Sidebar menu -> Configuration -> Data Settings -> Account Types - *Data References* → Sidebar menu -> Configuration -> Specifications - `Aliases` → Sidebar menu -> Configuration -> Specifications -> Aliases - `Tooltips` → Sidebar menu -> Configuration -> Specifications -> Tooltips - `Dropdown Values` → Sidebar menu -> Configuration -> Data Settings -> Reference Tables - `Lookup Mappings` → Sidebar menu -> Configuration -> Data Settings -> Mapping Tables - `Palettes` → Sidebar menu -> Configuration -> Specifications -> Palettes - *Pricing Policies* → Sidebar menu -> Configuration -> Pricing policies - *Expression procedures* - *Pricing Schedules* - *Import Schemes* → Sidebar menu -> Configuration -> Import schemes - `Data Import` → Sidebar menu -> Configuration -> Import schemes -> Data Import - `Transactions Import` → Sidebar menu -> Configuration -> Import schemes -> Transactions Import - *Code Editor* → Sidebar menu -> Configuration -> Specifications -> Code editor - *Add-ons Control* → Sidebar menu -> Configuration -> Configuration - `Manage Add-ons` → Sidebar menu -> Configuration -> Configuration -> Manage - `Import Add-ons` → Sidebar menu -> Configuration -> Configuration -> Import - **---------------------------------------------------------------------------------------------------** - **Administration** - *Permissions* → Sidebar menu -> Administration -> Permissions - `Members` → Sidebar menu -> Administration -> Permissions -> Members - `Groups` → Sidebar menu -> Administration -> Permissions -> Groups - `Roles` → Sidebar menu -> Administration -> Permissions -> Roles - `Access Policies` → Sidebar menu -> Administration -> Permissions -> Access Policy - `Resource Groups` → Sidebar menu -> Administration -> Permissions -> Resource Groups - `Navigation` → Sidebar menu -> Administration -> Permissions -> Navigation - *Recycle Bin* → Sidebar menu -> Administration -> Recycle Bin - *Workspace Settings* → Sidebar menu -> Administration -> System - *Finmars Vault* → Sidebar menu -> Administration -> Vault -> Vault Record - *Vault -> Vault* → Sidebar menu -> Administration -> Vault -> Vault - *Journal* → Sidebar menu -> Administration -> Journal - *Cache* → Sidebar menu -> Administration -> Cache - `Balance Report Instances` → Sidebar menu -> Administration -> Cache -> Balance Report Instances - `P&L Report Instances` → Sidebar menu -> Administration -> Cache -> P&L Report Instances