KODIAK Oms Client - Release Notes

KODIAK Oms Client - Release Notes

KODIAK Oms Client 5.0.2 - 2. May 2025

Release

KODIAK Oms | Releases | KODIAK Oms Client 5.0

Date

May 2, 2025

Version

KODIAK Oms Client 5.0

Description

Released at end of Q1 2025

Contributors

@Magnús Norðdahl@Arnar Ingason@Tómas Tómasson@Marvin Daði Ægisson@Árni Lárusson

User Guide

KODIAK Oms Client

Highlights

  • Chart

    • New native Chart control is introduced

    • Support for linking the chart control to a Watch list control

    • Added live updating last price points using trade ticker for Icelandic stocks

  • Linked windows

    • Support for linking the Watch list control to

      • Charts

      • Trade Tickers

      • Market Depth

      • News

  • Watch Lists Watch List

    • Linked window support is introduced

    • Columns are now sortable

  • New list management features for Watch list & Trade ticker

    • Stored Centrally

  • Market Depth Market Depth

    • Added MBL (Market by Level) for the Icelandic market, can be changed per Market Depth control

    • Support for linking the Market depth control to a Watch list control

  • Strategy Orders

    • Added support for creating Buy Back Program Strategy Orders

    • Default TIF (Time in Force) and Order Type can now be set when creating new strategy orders

  • Trade Ticker Trade Ticker

    • Added options to filter out small trades under a certain threshold, can be set in Trade Ticker Settings

    • New lists available that can be used across all controls that support lists, the lists are stored centrally

    • Support for linking the Trade Ticker control to a Watch list control

  • Workspace

    • When a workspace is saved the client creates a snapshot for that workspace each time the workspace is saved.

  • Client Orders

    • New Communication type introduced: Teams

  • Allocation

    • When allocating Forward contracts the KODIAK Oms Client check if the product is appropriate for the given customer in the MiFID II system. Forward Contracts

    • Display a clear warning if the allocation’s client shortcode does not match the market order’s shortcode

  • Price Quote v2 - Price Quote v2

    • New version that supports two levels per instrument

    • The configuration is saved in the database instead of the workspace

Improvements

  • Ensured default TIF on fills is only applied if the setting is actually checked

  • Updated text from “Order added” to “Added to Pending Orders” for clarity

  • Removed IOOP and IOOC order types from all relevant order entry forms

  • Allowed for default portfolio and account selection upon client selection in new client order (

  • Simplified startup logging and reduced extraneous debug statements.

  • Upgraded multiple libraries, including ReactiveUI , System.Reactive, Splat , Newtonsoft.Json, and more (OMS-6486).

  • Removed or replaced deprecated references, including reactiveui-core, UserError, log4net conflicts, and other known-vulnerability libraries.

Bug Fixes

  • Resolved issue where the refresh button in Historical Trades was permanently disabled

  • Prevented quantity modifications via multiplier keys (K, H, M) in Strategy Orders grid

  • Fixed “search by contains” in long names for instruments to reduce performance issues

  • Fixed issue where “Portfolio” and “Account” would not automatically appear when choosing a client in new client orders

  • Ensured that if an allocation is updated on the server, the client properly fetches the updated allocation and related orders

  • Removed text overlap in the lower left corner of Trade Allocation

  • Do not attempt to load or call services when the Quote Server is not configured; display “Not available” for missing URLs

  • Fixed crash on startup if quote settings were invalid

  • Ensured MiFID instructions are loaded properly for forward contracts

Issue Type

Summary

Issue Type

Summary

Bug

Linked Window initial refresh when selecting group

Bug

Historical Trades refresh button is always disabled

Bug

Default TIF for fills is always set even though it is not checked in Settings

Bug

Prevent quantity modification via multiplier keys (K, H, M) in StrategyOrders when CanModifyQuantity is false

Bug

Default behavior with new instrument selection in watchlist

Bug

Do not check for "Direct market access" in FundModule when checking CanModifyTradeAndSettlementDates

Improvement

Update packages with known vulnerabilities in KODIAK Oms Client

Improvement

Check if all trade types & trade class in trade ticker are shown correctly

Improvement

Fix issue where "Save" in Workspaces menu does not create a snapshot

Improvement

It should be possible to create a Strategy Order with default TIF and OrderType

Bug

OMS Client cannot start if quote settings is invalid

New Feature

Add lists like in KODIAK Pro to Watch list & Trade ticker to KODIAK Oms

New Feature

Add MBL (Market By Level) to KODIAK Oms Market depth

Epic

Add KODIAK Pro features to KODIAK Oms for merge of market data controls

Improvement

Create new chart for OMS and PRO using SciChart

Bug

If a allocation is updated and the allocation is not in memory in the client, the client should get the allocation, market order, trade and client orders connected to the allocation

Bug

Convert Questor view in PRO to WPF control

New Feature

Add Buy Back Program Strategy to Strategy Orders

Bug

It should be possible to edit shortcode settings in Strategy Orders

Task

Price Quote v1 & Market Maker use tag field to identify own orders

New Feature

New Rfq market data control to show all Rfq messages

Improvement

Save to database on which EMS the order was created

Task

Villuboð við allocation - tillaga að breytingu á villuboðum

Bug

"Portfolio" and "account" does not appear automatically when choosing a client in a new client order

Improvement

Add market data information to Live Orders grid

Bug

Make RFQ "floatable" window be able do drag and be "dockable"

Task

Price Quote v2

Task

Favorite customer should be shared with trading group and published on ActiveMQ

Task

MiFID II - Forward contract check in KODIAK Oms add new property to instrument for forward contract mifid category

New Feature

Trade Ticker - settings to aggregate all trades under X value or not to show them at all

Bug

When changing portfolio in client order Mifid Longcode check error disappears

Improvement

Remove IOOP and IOOC Order Types from OMS

Improvement

Fix text "Order added" to "Added to Pending Orders" or close the market order window

Improvement

Remove the Text merge in the lower left corner in Trade Allocation

Improvement

Not possible to select broker - New FX client order through Predefined Allocation Settings

Improvement

Could not delete Predefined Allocation Settings Customer

New Feature

Add linked window to KODIAK Oms Client

Improvement

Display warning if the client in allocation does not match the shortcode sent with the market order, ignore if PNAL or AGGR

 

4.2.3.2

Improvement

  • Only restock level 2 Price Quote v2 after both orders on the side are filled if “Get default order volume when filled” is checked

4.2.3.2

Bug Fixes

  • Fixed issue in Price Quote v2 when “Get default order volume when filled” was checked, it did not restock orders

4.2.3.1

New Feature

  • New Price Quote control adds another row of orders that can be managed in the control

  • All Price Quote and Market Maker control orders do not flow between controls

  • New APA Trade Report - Asset Type defaults to "None"

4.1.7.9

Bug Fixes

  • Fixed context menu for price quotes to allow sending highlighted rows.

4.1.7.8

Bug Fixes

  • Fixed issue where an error would occur when creating an office exchange trade from a client order.

  • Fixed deployment related issues: due to prerequisites

  • Fixed deployment related issues: signing of setup applications.

4.1.7.0

Bug Fixes

  • Fixed issue where Fee could not be negative in Trade Report Entry

4.1.6.12

Improvement

  • Added notifications for Trade Reports

4.1.6.0

Improvement

  • Changed OMS Client from x86 to x64.

4.1.5.3

Improvement

  • Trade report - Added button to refresh trade registration time

  • Removed unused event handler

Bug Fixes

  • Fixed null reference in client if instrument is not in the KODIAK database

4.1.5.2

Bug Fixes

  • Price Quote to calculate amounts when for Get Last when Use Total Value is checked

4.1.5.1

Bug Fixes

  • Fixed calculation for Price Quote use total value when attached orders have been partially executed

4.1.5.0

Bug Fixes

  • Fixed calculation for Price Quote use total value to not restock orders when price changes

4.1.4.0

Bug Fixes

  • Do not load currency accounts when instrument is not Forex.

  • Load default portfolio and account in off exchange orders.

  • Fix checks for input on price and quantity for all quote input types

4.1.3.0

Bug Fixes

  • Simplified connection management.

  • Clear off exchange error messages when calculating.

  • Fixed connection handling for strategy orders.

4.1.2.1

Bug Fixes

  • Add status of request quote server in private data connections

  • Removed quote request connection creating from private data connection.

  • Fixed issue where private data source is null when initializing favorite custo

4.1.1.1

Overview

  • Request for quote is now available in the KODIAK Oms system:

  • Allocation Presets:

  • Allocation suggestions:

New feature

  • OMS-6268 New control in KODIAK Oms Client for Request for Quote

  • OMS-6395 Differentiate Timestamp on a filled quote request vs a new unfilled RFQ

  • OMS-6385 National ID in Kodiak database ERROR only appears on a buy order not sell side but still goes through.

  • OMS-6060 Percentage from last added to Market Order entry

  • OMS-6169 It should be possible change price quote setting to use total value instead of total volume instrument

  • OMS-6173 When allocating trades with an agent specified it is possible to send email to the agent

  • OMS-6267 New control - Favorite customers pre saved allocation configurations

  • OMS-1111 New Control - Live Orders displays all live market orders

  • OMS-6023 New Control - Strategy Orders

  • OMS-6020 Add order originator and trading at closing price to market order and client order

  • OMS-6122 Calculate order error, should show the reason in the client why the calculation failed

  • OMS-6176 Auto fill last used allocation properties in allocation

  • OMS-6035 Unattach market order from client order is now possible

Bug Fixes

  • OMS-6379 - Fixed UI bug where Forward contract information overlaps other properties in Allocation Window

Internal

  • UIAllocation calls BasicDataService.GetInstrumetnBySymbol for every allocation.  It should use InstrumentService instead.

  • OMS-6261 Move Kodi.Nms to .net standard and Nuget package.

  • OMS-6266 Create Private Data Subscriptions package.

  • OMS-6247 Bugsnag reporting should just report each exception type once per session in the client

Improvement

  • OMS-5852 Broker input not grayed out in the beginning when it should be

3.9.1.8

3.9.1.7

  • OMS-6167 Change orderbook and auction manager so that only orderbook_state messages are used to turn off auctions.

  • OMS-6203 Strategy Orders improvements

  • OMS-6189 Min schedule quantity when creating a Strategy Orders POV order doesn't support entering quantities using "k", "m", etc.

  • OMS-6164 Sort for Due In for Strategy Orders window wrong. Should sort by time but now sorts by the string.

  • OMS-6188 Progress for Strategy Orders sorts by string, needs a custom sort

3.9.0.8

  • Fixed issue where the wrong account is default chosen for Equity Instruments where the Issue currency and currency are different.

3.9.0.6

  • Fixed Enable MiFID bug in Client Orders

  • Changed Price Quote to accept limit on open and limit on close orders.

  • Changed orderbook and auction manager so that only orderbook_state messages trigger auction changes.

3.9.0.2

  • FX integration

    • Market order entry window for FX symbols

    • Client order, Allocation and Off Exchange entry windows for FX symbols

      • Currency account

      • Client price (price per share including commission)

      • PIP (price interest points) commission type added

3.8.2.42

3.8.0.40

  • Fixed issue where auction information is not displayed in market data

3.8.0.39

  • Fixed issue when sending and editing Price Quote orders in the closing auction resulting in orders disappearing from the control.

3.8.0.38

  • Added ability to manipulate pending order price and quantity with keyboard directly instead of having to double click.

  • Strategy order improvements

  • Changed default bindingConfiguration to KodiakAD instead of KodiakADHttps

3.7.4.35

  • Fixed issue with hidden pegged orders where price change can cause ghost orders displayed in market depth.

3.7.4.34

  • Sort initial market orders before inserting into collection. This resolves an issues with watchlist orders when quickly using shortcut keys to expand rows.

  • Added tooltip to dockable tabs placed at the bottom. This helps users see what control if there is not enough room to display all text.

3.7.4.33

  • Added a configuration setting to fix weird behaviour in market depth due to windows update which changed virtualizing stack panel behavior.

3.7.4.32

  • Fixed issue where you could not create trade report from partially filled client order.

  • Updated create trade report can execute on order instruction to use CanCreateMarketOrder not CanSendToMarket.

3.7.4.31

  • Updated default portfolio choosing.

3.7.4.30

  • Call ClearMarketData when unsubscribing to market orders in OrderManager.

3.7.4.29

  • Added links to sharedassemblyproperties to those projects that did not have it so that all dlls get updated.

3.7.4.27

  • Updated quantity field to not include decimals.
    Fixed the ability to edit fund orders.

3.7.4.26

  • Fixed side enum type in Trade Reports entry view model.