[GH-ISSUE #137] PMS v1.2.4 #68

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opened 2026-03-03 11:58:41 +03:00 by kerem · 1 comment

kerem commented

2026-03-03 11:58:41 +03:00

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Originally created by @sergeiosipov on GitHub (Nov 18, 2025).
Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/137

Originally assigned to: @sergeiosipov on GitHub.

PMS v1.2.4:
com.finmars.pms-core & com.finmars.pms-plus v1.2.4

com.finmars.standard-workflow v2.2.1
1. In Transactions excel files
  1. in Templates fixed FX Trade transactions by swapping currencies.
  2. in Demo changed misused values in Account (Cash) field.
2. In Prices excel files in Demo and Templates removed unique data validation from Instrument ID field.
com.finmars.standard-layouts & com.finmars.standard-new-user-setup v2.2.4
1. In Transaction Report
  1. replaced Date (Value) with Date (Trade) field.
  2. changed Date Field settings from Transaction Date to Accounting Date (technical equivalent of Trade Date).
2. In PL Reports layouts
  1. replaced Balance.Name with Balance.Short Name in the Instrument field.
  2. removed linked filters for Account.
3. In Dashboard PL Matrix removed Account categories.
4. In Performance Report layout put Yesterday (Business day) as date by default.

Previous version: Description is Not available
Next version: PMS v1.2.5

Originally created by @sergeiosipov on GitHub (Nov 18, 2025). Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/137 Originally assigned to: @sergeiosipov on GitHub. PMS v1.2.4: `com.finmars.pms-core` & `com.finmars.pms-plus` **v1.2.4** 1. `com.finmars.standard-workflow` **v2.2.1** 1. In Transactions excel files 1. in Templates fixed `FX Trade` transactions by swapping currencies. 2. in Demo changed misused values in `Account (Cash)` field. 2. In Prices excel files in Demo and Templates removed unique data validation from `Instrument ID` field. 2. `com.finmars.standard-layouts` & `com.finmars.standard-new-user-setup` **v2.2.4** 1. In Transaction Report 1. replaced `Date (Value)` with `Date (Trade)` field. 2. changed `Date Field` settings from `Transaction Date` to `Accounting Date` (technical equivalent of Trade Date). 2. In PL Reports layouts 1. replaced `Balance.Name` with `Balance.Short Name` in the `Instrument` field. 2. removed linked filters for `Account`. 3. In Dashboard PL Matrix removed `Account` categories. 4. In Performance Report layout put `Yesterday (Business day)` as date by default. Previous version: Description is Not available Next version: [PMS v1.2.5](https://github.com/finmars-platform/finmars-core/issues/139)