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Developer release notes Q1 / 2023

The 2023 Q1 release includes various features and enhancements that help you extend the FA Platform. Below are the highlights. For in-depth descriptions of how you can take advantage of these new features, refer to FA Developer Guide.

Improved access to file-based integrations directories

The integrations-section of FA Developer, as well as the File management section of FA Admin Console now grant access to more integration-related directories. This is helpful for building, testing and administering various file-based integrations (see File integrationsin FA Developer guide). Actions taken via this file management functionality are now recorded into our audit logs, which can be viewed in the Audit search section of FA Admin Console.

Enhancements for custom processes

In the 2023 Q1 version, we improved the validation that we built for our custom process support (see Processesin FA Developer guide). These improvements include both fixes and further enhancements.

Additionally, we enhanced the options for importing data from custom processes: it’s now possible to import multiple objects of the same type (e.g. multiple contacts) in a single import, and it’s possible to do these imports synchronously or asynchronously.

Synchronous imports allow the process to get immediate feedback about the result of the import.

GraphQL API improvements

  • Users with limited or extended limited visibility are now able to run nested GraphQL queries with fewer restrictions than in the 2022.4 release.

  • You can now access information about bookkeeping postings through GraphQL API. You can search for postings directly, or list postings related to a given portfolio or transaction.

  • Accessing limit information through GraphQL APIs is now easier, thanks to a new “limitAnalysis” attribute of our Limit class.

  • The importTransaction and importTradeOrder APIs now run rules (including rules based on decision tables).

  • It’s now possible to import the votes per share field to securities, and the receive date / time fields to transactions and trade orders.

  • It’s now possible to request information about a given user’s last login times.

Other/general API improvements

  • Media (MIME) type information is now available for documents; it was unavailable in the 2022 Q3 and Q4 releases.

  • FA Back’s Administration > API section now works in environments with a dedicated API instance.

  • Market price imports that fail due to a missing security now provide better feedback.

  • Our importing APIs now return proper feedback about an imported portfolio’s fees.

  • Our REST API for fetching information related to Norwegian tax reporting now includes an option to fetch historical data, which may be used in custom tax report development.

Notable changes for FA Client Portal developers

The 2023 Q1 release of FA Client Portal includes several new features and improvements, many of which are described in more detail in FA Client Portal release notes, and our technical release notes. Those changes are directly applicable and installable to those of our customers who use our standard version of FA Client Portal. However, for those of you who have a customized (forked) version of FA Client Portal, integrating the changes of this release with your customized version needs to be done by you, at your discretion.

It is not mandatory to combine our newly released changes with your customized version, but we recommend doing so, because the release may include e.g. fixes and performance improvements that your version will likely also benefit from. Combining the changes happens by merging new commits from our public repository to your custom project, or rebasing your forked project on top of our latest release.

In case we need to introduce backward compatibility problems that would require updating your customized client portal as part of your FA Platform upgrade, we will be sure to highlight that in our Developer release notes.

In addition to the FA Client Portal changes described elsewhere, there are two details that FA Client Portal developers should be aware of: it is now possible to run FA Client Portal and its login page in a separate domain than FA Back, and the 2023 Q1 release of FA Client Portal authenticates against a new “fa-clientportal” Keycloak client by default. The “fa-clientportal” client is added to Keycloak automatically as part of the 2023 Q1 upgrade, and contains two roles: ROLE_CLIENT_ACCESS and ROLE_IMPERSONATE. The 2023 Q1 FA Client Portal version requires clients to have the former role. The latter role is intended for e.g. advisors who wish to view FA Client Portal from their client’s perspective.