Issue/Request | Type | User Guide | Jira Ticket |
---|
1. Paper Trades - Add new column IDB COMMISSION 撮合费 and IDB 撮合商 in: for future reference, commission and idb commission will be split into 2 accordingly when grouped trades into 2 etc | Enhancement | Creating New Paper Trade(s) | Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3247 |
---|
|
Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3250 |
---|
|
|
2. Physical Trades - Add new fields in physical trade execution page | Enhancement | Managing Physical Trades | Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3246 |
---|
|
Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3259 |
---|
|
Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3258 |
---|
|
|
3. Portfolio - Add IDB COMMISSION 撮合费 in Portfolio Meta Table Portfolio Trade Table
| Enhancement | View Portfolio Details | Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3254 |
---|
|
Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3255 |
---|
|
|
4. Dashboard - Add IDB COMMISSION 撮合费 in Currently we only add IDB commission amount into those 4 places to do p/l calculation, the rest will exclude idb commission at this moment. portfolio details page portfolio details page diagnose group P/L app (individual/group dashboard, shared) group P/L his save and view in Group P/L app (means try to click on Save button in Group P/L, and in setting tick historical group P/L data and check if it works well) i guess you tick historical in settings. but you did not save any data before. if you wanna loading historical data untick historical in settings submit and reload click save
after that try tick historical in settings and submit load. it should have data
portfolio position p/l details app (individual/group dashboard, shared)
| Enhancement | Guide to Dashboard | Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3256 |
---|
|
Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3260 |
---|
|
Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3257 |
---|
|
|
5. Admin - Add PAPER TRADE MAPPER 纸货上传格式 when login, FE will get user info, paper_trade_mapper (list) is in the user info return cache the value of paper_trade_mapper when user go to new paper trade page, FE will add paper_trade_mapper into the standard broker list.
/smartfin/api/v1/trade/import POST broker_name = value of select broker from paper_trader_mapper. Test: use mafcloud account to add customized paper trade mapper. (currently test10 has FORCHI) go to add new paper (test10), to check if FORCHI is in the broker list upload the sample attached file in this ticket. to check if upload successfully.
paper trade mapper is only editable under mafcloud account (user_id = 1) | Enhancement | Admin Management | Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3248 |
---|
|
Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3249 |
---|
|
Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3253 |
---|
|
|
6. Paper Trades table enhancement for mass data copy and paste (ctrl + shift + v) | Enhancement | Creating New Paper Trade(s) | Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3027 |
---|
|
Jira Legacy |
---|
server | System JIRA |
---|
serverId | a6a5c91f-7975-3c4d-8f2d-6aab593771a8 |
---|
key | MAF-3261 |
---|
|
|