[GH-ISSUE #161] PMS v1.2.8 #78

New issue

Closed

opened 2026-03-03 11:58:44 +03:00 by kerem · 1 comment

kerem commented

2026-03-03 11:58:44 +03:00

Owner

Originally created by @sergeiosipov on GitHub (Jan 23, 2026).
Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/161

Originally assigned to: @sergeiosipov on GitHub.

PMS v1.2.8:
com.finmars.pms-core & com.finmars.pms-plus v1.2.8

com.finmars.standard-workflow v2.2.5
1. Fixed the Addon Excel Import tab's update link: hard-coded constant string replaced with template string derived from ROOT.
2. Fixed portfolio history calculation for “Test Portfolio To” in Core when importing the template transactions file.
  Previously, the import created “Test Portfolio To”, but the only transactions referencing it in Core were “Transfer Cash” and “Transfer Instrument”, which are Plus-only and therefore booked as unidentified in Core. With no valid transactions for the created portfolio, portfolio history calculation failed.
  Updated the template transactions for “Transfer Cash (In)” and “Transfer Instrument (In)” by changing the Portfolio field from “Test Portfolio” to “Test Portfolio To”, so Core now has valid transactions for that portfolio and history calculation succeeds.
com.finmars.standard-workflow-paid v2.1.2
1. Fixed the Addon update link: hard-coded constant string replaced with template string derived from ROOT.

Previous version: PMS v1.2.7
Next version: PMS v1.2.9

Originally created by @sergeiosipov on GitHub (Jan 23, 2026). Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/161 Originally assigned to: @sergeiosipov on GitHub. PMS v1.2.8: `com.finmars.pms-core` & `com.finmars.pms-plus` **v1.2.8** 1. `com.finmars.standard-workflow` **v2.2.5** 1. Fixed the Addon Excel Import tab's update link: hard-coded constant string replaced with template string derived from `ROOT`. 1. Fixed portfolio history calculation for `“Test Portfolio To”` in `Core` when importing the template transactions file. Previously, the import created `“Test Portfolio To”`, but the only transactions referencing it in `Core` were `“Transfer Cash”` and `“Transfer Instrument”`, which are `Plus`-only and therefore booked as unidentified in `Core`. With no valid transactions for the created portfolio, portfolio history calculation failed. Updated the template transactions for `“Transfer Cash (In)”` and `“Transfer Instrument (In)”` by changing the `Portfolio` field from `“Test Portfolio”` to `“Test Portfolio To”`, so Core now has valid transactions for that portfolio and history calculation succeeds. 1. `com.finmars.standard-workflow-paid` **v2.1.2** 1. Fixed the Addon update link: hard-coded constant string replaced with template string derived from `ROOT`. Previous version: [PMS v1.2.7](https://github.com/finmars-platform/finmars-core/issues/156) Next version: [PMS v1.2.9](https://github.com/finmars-platform/finmars-core/issues/162)