6.0.6 (2026-03-30)

Features

Distribution Module: Enabled real-time streaming of user activity events in the Distribution Module through a subscription-based mechanism for partners/host apps.

6.0.5 (2026-03-20)

Improvements

Added support for WebView-based MFHI Wealth Flow integration, enabling seamless in-app investment journeys aligned with the latest AMFI guidelines.
Improved WebView performance and stability for smoother navigation and reduced load times.

The consent modal presented to the user. It contains the entire contents of the message so the user knows exactly which message he is allowing the SDK to read. — Introduced WebView-based Mutual Fund Holding Import flow, enabling seamless in-app authentication and portfolio import.

6.0.4 (2026-02-12)

Features

Added support for CCT-based MFHI Wealth Flow integration on Android, enabling full cross-platform support for the latest MFHI Wealth Flow in compliance with the latest AMFI guidelines.
Enabled UPI payment app deep links in SmallPlug WebView for smoother UPI payment flows.
Multiple internal fixes and enhancements to improve SDK stability and overall user experience.

6.0.0 (2026-01-01)

Features

Distribution Module: Introduced a frictionless mobile-first authentication to the Distribution Module, enabling users to seamlessly complete subscription purchases through streamlined mobile number and OTP verification—no broker account linking required.
Upon successful authentication and post-closure of smallPlug, launchSmallPlug triggers the onSuccess callback with a SmallPlugResult instance containing userInfo of type UserInfo (country code and mobile number) when available, providing partners with immediate access to essential user contact details within the authentication flow.
The Distribution module will return the following response:

class SmallPlugResult(
    val success: Boolean,
    val smallcaseAuthToken: String?, // JWT auth token issued after successful authentication
    val userInfo: UserInfo?, // Basic user details (country code, mobile number)
    val errorCode: Int?,
    val error: String?
)

class UserInfo(
    val countryCode: String, // Example: "+91"
    val number: String // Example: "989763XXXX"
)

For detailed guidance, refer to Step 3: Launch Smallcase Module.

The consent modal presented to the user. It contains the entire contents of the message so the user knows exactly which message he is allowing the SDK to read. — This screen is presented as part of the authentication flow, enabling a seamless and secure OTP-based mobile number verification for user identity validation.

5.0.1 (2025-12-06)

Dev Improvements

Improved fuzzy matching logic for broker name resolution & performed routine code maintenance.

5.0.0 (2025-11-20)

Features

Introduced a more neutral loading experience to better support diverse partner needs and offer a cleaner, more flexible interface.

Dev Improvements

Distribution Module: Delivered performance improvements aimed at creating smoother interactions and faster load times for all users.

4.4.2 (2025-11-14)

Dev Improvements

Distribution Module: Transaction failures now retain the user’s authentication token, ensuring logged-in users stay connected without interruption.
Gateway SDK Loader: Updated the pre-launch loader to a generic dots animation, replacing the SC-branded version for a neutral, brand-agnostic experience.
The new generic dots loader provides a smooth & seamless pre-launch experience before the SDK loads.

4.4.1 (2025-10-28)

Improvements

Page size compliance — Optimized the SDK to meet Android’s 16 KB page size compatibility requirement , keeping bundle sizes lean for faster app startup and efficient memory usage.

Version Compatibility / Requirement

To integrate the SDK successfully, configure your project as follows:

Category	Requirement
Gradle	7.6.x (stick to 7.6)
Android Gradle Plugin	7.4.2
JDK (for build tools)	≥11 and ≤17
compileSdkVersion	≥ 33
targetSdkVersion	34
minSdkVersion	21
Java Compatibility	Java 8 (source/target 1.8)
Kotlin Compatibility	jvmTarget = "1.8"

4.4.0 (2025-10-01)

UI Fix

Handled edge-to-edge behaviour for Android 15+, to avoid SDK UI overlapping with system-bars.

Version Compatibility / Requirement

To integrate the SDK successfully, configure your project as follows:

Category	Requirement
Gradle	7.6.x (stick to 7.6)
Android Gradle Plugin	7.4.2
JDK (for build tools)	≥11 and ≤17
compileSdkVersion	≥ 33
targetSdkVersion	34
minSdkVersion	21
Java Compatibility	Java 8 (source/target 1.8)
Kotlin Compatibility	jvmTarget = "1.8"

4.2.2 (2024-11-20)

4.2.1 (2024-10-23)

Bug Fixes

Fixed crash on pressing back during an ongoing transaction.

4.2.0 (2024-10-10)

Features

5paisa account opening - native PWA integration removed
For users to complete the account opening application, earlier versions users could proceed within the
partner app. Now, Account opening with 5paisa will take place in the installed browser outside the app.

Dev Improvements

Removed legacy permissions: RECORD_AUDIO and CALL_PHONE and CAMERA.

Intents Impacted: 5paisa leadgen flow.

4.1.1 (2024-09-06)

Bug Fixes

Fixed SDK returning internal error on ongoing transactions while the transaction has not yet completed bug.

4.1.0 (2024-08-21)

Features

Added support for TWAs on the Android sdk. TWAs are similar to Custom Tabs but allow us to display certain web pages on full-screen by hiding the URL bar. A web page in a TWA is displayed in fullscreen if and only if the web page's domain has the current app's name and signature declared in its assetlinks.json file.
If not, it defaults to a Custom Tab layout with the URL bar.

Bug Fixes

Downgraded glide dependency to 4.12.0

Intents Impacted: TRANSACTION

4.0.3 (2024-08-12)

Features

Added broker field inside user_cancelled and market_closed error response in guest flow.

Intents Impacted: TRANSACTION

4.0.2 (2024-08-08)

Bug Fixes

Fixed an issue where after going back from the smallcase loader, no other smallcase transaction is getting triggered'
Fixed an issue where after going back from the "transaction processing" loader, the user is taken back, but then the chrome tab opens up and closes automatically

Intents Impacted: TRANSACTION

❗️
BREAKING CHANGE
Android Gradle plugin version updated to 7.4.2. Minimum supported AGP version is 7.0.0
Distribution URL upgraded to 7.6
Transaction Response changed The success.data object will have the following schema -```
{  
  "data": {  
    "data": {  
      "funds": 0.0,  
      "fundsUrl": ""  
    },  
    "signup": bool,  
    "broker": "",  
    "smallcaseAuthToken": "",  
    "transactionId": ""  
  },  
  "success": bool,  
  "transaction": ""  
}```
 

4.0.1 (2024-08-1)

⚠️
Not recommended

4.0.0 (2024-07-16)

⚠️
Not recommended

❗️
BREAKING CHANGE
Transaction Response changed The success.data object will have the following schema - ```
{  
  "data": {  
    "signup": bool,  
    "broker": "",  
    "smallcaseAuthToken": "",  
    "transactionId": "",  
    "funds": 0.0,  
    "fundsUrl": ""  
  },  
  "success": bool,  
  "transaction": ""  
}

3.12.3 (2024-3-26)

Bug Fixes

Fixed an issue causing Mixpanel super props to be carried over to non-related events from other modules that might be using mixpanel.

3.11.0 (2023-10-17)

Bug Fixes

Fixed an issue causing the WebView to take up the font size of the device system settings. (Android)

Intents Impacted: All Transactional Intents, MF Holdings Import & smallplug.

3.10.2 (2023-09-11)

Features

Added a new error on the sdk - order_pending:4006. This error is thrown when an order is placed at the broker but takes longer than usual to execute.
Order types affected:
- Invest or Invest + SIP SMT
- SST BUY/SELL
- Exit SMT
- Archive/Repair SMT

Intents Impacted: TRANSACTION

3.9.0 (2023-03-28)

Features

The SDK now supports OTP auto fill on MF Holdings Import and IN a/c opening(leadgen). The user is prompted to allow the SDK to read the first incoming message after the user reaches the OTP screen. If the user gives their consent then the SDK will read the OTP from the message and auto fill it for them.

The consent modal presented to the user. It contains the entire contents of the message so the user knows exactly which message he is allowing the SDK to read.

3.8.6 (2023-02-16)

Dev Improvements

Added stronger pro guard rules to avoid conflicts with other libraries such as the installreferrer library issue.

3.8.5 (2023-02-06)

Bug Fixes

Fixed an issue where Add Funds flow would not open in the same browser's Custom Tab as the initial transaction.
Fixed an issue where the SDK would throw market_closed 4004 error for Dummy Order flow.

Intents Impacted: All transactional intents.

3.7.1 (2022-12-05)

Dev Improvements

Removed legacy permissions: READ_EXTERNAL_STORAGE and WRITE_EXTERNAL_STORAGE.

Intents Impacted: 5paisa leadgen flow.

3.6.4 (2022-10-17)

Features

The SDK will now share a new error no_compatible_browser 1014 for transactional intents if the user's device does not have any browsers installed.
Added notes key in the success response of triggerMfTransaction.

Bug Fixes

Removed the restrictions on transactions to only whitelisted browsers. Now the sdk supports transactions on all browsers, but the user journey can suffer in some cases where the user is not using our recommended browsers.

Recommended browsers : https://config.smallcase.com/gateway/mobileConfig/production/mobileConfig.json

Renamed mixpanel prop intent to Intent.

Intents Impacted: All transactional intents

3.6.3 (2022-10-07)

Bug Fixes

Fixed an issue where an invalid transactionId in triggerMfTransaction method returns internal error

Intents Impacted: N/A

3.6.2 (2022-09-29)

Bug Fixes

Fixed an issue in MF Holdings Import where the bottom sheet would overlap with the smallcase loader.

Intents Impacted: MF_HOLDINGS_IMPORT

3.6.1 (2022-09-23)

Bug Fixes

Fixed an issue where signup=false was not being returned.

Intents Impacted: All transactional Intents

3.6.0 (2022-09-20)

Features

Mutual Funds Holdings Import: Added a feature enabling users to import a snapshot of their Mutual Funds Holdings natively in a seamless manner.

Syntax

/**
* Trigger Mutual Funds Transaction Method
*/
func triggerMfTransaction(
  activity: Activity, //the current activity
  transactionId: String, //transactionId for intent=MF_HOLDINGS_IMPORT
  listener: MFHoldingsResponseListener //success and error callback listener
)
  
/**
* Mutual Funds Holdings Response Listener
*/
interface MFHoldingsResponseListener {
    override fun onSuccess(transactionResult: TransactionResult)
    override fun onError(errorCode: Int, errorMessage: String, data: String?)
}

/**
* on success, returned data type
*/
data class TransactionResult(
    val transaction: SmallcaseGatewaySdk.Result,
    val data: String?
)

The SDK will now show a login here cta on the account opening page if requested by the host. On click of this cta the host would receive a login action post which the host can trigger a broker login transaction.

Syntax

fun triggerLeadGen(
        activity: Activity, // current activity
        params:HashMap<String,String>?, // user params, example: $name, $phone_number 
        showLoginCta: Boolean?, // if set to true, would display the login here cta 
        leadStatusListener: LeadGenResponseListener
 )

If the user clicks on login here, the SDK will share a JSON response with an action key to notify the same to the host:

\{
    leadId: null, 
    status: "INITIALIZED",
    action: "login"  // Indicates Login CTA click. Key won't be present if no action required
}

Bug Fixes

Restricted transactions to only whitelisted browsers so that user does experience a broken flow.
Fixed an issue causing the SDK to return a hashmap response instead of a JSON response for transactions in PROCESSING state
Fixed an issue causing the SDK to return a hashmap response instead of a JSON response for SST Limit orders
Fixed an issue which caused the SDK to return smallcaseAuthToken along with lead status response
Fixed an issue which prevented the SDK from returning no_browser_found 4005 error for show orders

3.5.3 (2022-08-03)

Bug Fixes

Fixed an issue which caused broker details to become null for show orders.

Intents Impacted: Show Orders (Non-transactional Intent)

3.5.2 (2022-07-29)

Bug Fixes

Fixed an issue which caused the SDK to return an error response for a successful SMT transaction.

Intents Impacted: TRANSACTION (SMT)

3.5.1 (2022-07-28)

Bug Fixes

Fixed an issue which prevented the SDK from returning smallcase_archive_1013 transaction error.

Intents Impacted: TRANSACTION (SMT)

3.5.0 (2022-07-24)

Features

The SDK will now share smallcaseAuthToken and broker values in addition to the error message and code for users performing a successful broker login but not completing the intended transaction successfully. This data can be fetched from error.data

Syntax

{
   "data":{
      "broker":"kite-leprechaun",
      "smallcaseAuthToken":"eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFsbGNhc2VBdXRoSWQiOiI2MmVhMzkyODRlZmY1YmM4NjYwYWU0YzYiLCJpYXQiOjE2NTk1MTcyMDYsImV4cCI6MTY1OTUyMDgwNn0.qgYiZCxZxFrlcGgtvKmUqSaTpIyk4H2Mt2XWGfAYXqg"
   },
   "code":1012,
   "message":"user_cancelled"
}

Bug Fixes

Fixed an issue which caused a failure in downloading the rebalance timeline of a smallcase.
Fixed an issue which caused no error data shared for market_closed 4005 and intent_not_enabled_for_broker 3000 errors.
Fixed an issue which caused the SDK to not share a transactionId post a successful CONNECT transaction.
Fixed an issue which caused an analytics event to register incorrect property value.

Intents Impacted: All Transactional intents and smallplug

3.4.3 (2022-07-05)

Dev Improvements

Disabled remote debugging on webViews.

Intents Impacted: All Transactional and Non-Transactional Intents.

3.4.2 (2022-06-27)

Bug Fixes

Fixed an issue which caused an incorrect smallcase gif animation to load with Lottie.
Removed the default Smartinvesting logo as a placeholder from smallplug header.

Intents Impacted: All Transactional and Non-Transactional Intents.

3.4.1 (2022-06-27)

Bug Fixes

Fixed an issue which caused MixpanelApi to return a null instance.
Fixed an issue which caused smallplug to crash for null input arguments.
Added default header and back icon color in smallplug.

Dev Improvements

Exceptions raised by Glide are now caught and logged on Sentry.
removed unnecessary null safe checks in smallplug.

Intents Impacted: All Transactional Intents and smallplug.

3.4.0 (2022-06-16)

Features

Added partner branding to smallplug. With this new experience your app logos will be very accessible and prominent on all the screens inside smallplug.
Syntax:

fun launchSmallPlug(
        activity: Activity,
        smallplugData: SmallplugData?,
        smallPlugListener: SmallPlugResponseListener,
  			smallplugPartnerProps: SmallplugPartnerProps?
    )
  
// SmallplugPartnerProps
class SmallplugPartnerProps(
  val headerColor: String? = null, // headerColor: This is the string HEX value of the color. eg: "#000000"                          
  val headerOpacity: Double = 1.0, // headerOpacity: 0 <= value <=1, value should be between 0 and 1.
  val backIconColor: String? = null, // backIconColor: This is the string HEX value of the color. eg: "#FFFFFF"
  val backIconOpacity: Double = 1.0 // backIconOpacity: 0 <= value <=1, value should be between 0 and 1.
)

The refactored smallplug window:

1080 — smallcase Distribution Module: custom branding screenshot (on Android)

Bug Fixes

Fixed an issue with apps targeting API 30 and above where pressing the back button on the Chrome Custom Tab(while performing any transactions) would show the transaction loader indefinitely.
Fixed an issue where pressing the back button on the connect loader would still continue to open the Broker Chooser. Now it cancels the transaction and returns a user_cancelled error.
Fixed an issue where DM would open if launched during the SDK initialisation process. Now DM will only launch after SDK has FINISHED initialising.
Fixed an issue where on 5paisa PWA, no response is passed back from the SDK incase of back press.

Intents Impacted: All Transactional and Non Transactional Intents. DM.

3.2.2 (2022-05-27)

Bug Fixes

Smallcase Gateway rebranding issue on loading screen.

Intents Impacted: TRANSACTION, HOLDINGS_IMPORT.

3.2.1 (2022-05-27)

Bug Fixes

Fixed an issue which caused Show Orders feature to throw intent_not_enabled_for_broker 3000 error for connected leprechaun users.

Intents Impacted: SHOW_ORDERS (Non Transactional Intent).

3.2.0 (2022-04-05)

Bug Fixes

Fixed an issue which caused transaction error responses to be sent in onSuccess callback method.

❗️
BREAKING CHANGE
TransactionResult sent in the onSuccess callback method, will no longer contain errorCode and errorMessage for a transaction.
The onError callback method will contain an additional optional parameter data.
The leadStatusListener has been refactored to contain only an onSuccess callback with the lead data in the response.

fun triggerTransaction(
  activity: Activity,
  transactionId: String,
  transactionResponseListener: TransactionResponseListener
)
  
interface TransactionResponseListener {
    fun onSuccess(transactionResult: TransactionResult)
    fun onError(errorCode: Int, errorMessage: String, data: String?)
}

data class TransactionResult(
    val transaction: SmallcaseGatewaySdk.Result,
    val data: String?
)

fun triggerLeadGen(
	activity: Activity,
	params: HashMap<String, String>?,
  leadStatusListener: LeadGenResponseListener
)

interface LeadGenResponseListener {
    fun onSuccess(leadResponse: String)
}

Fixed an issue which caused files of type .xlsx to fail downloading on smallcase module.

Dev improvements

Added a method to expose sdk version to the host module (internal-tracking).

Intents Impacted: All Transactional and Non-Transaction Intents (including smallcases module).

3.1.21 (2022-03-17)

Bug Fixes

Added intent_not_enabled_for_broker 3000 error in case a connected user's broker tries to launch show_orders even if it is not allowed to.

Intents Impacted: SHOW_ORDERS (Non Transactional Intent).

3.1.20 (2022-03-16)

Bug Fixes

Fixed an issue in show_orders which caused the SDK to launch user investments landing page for iframe brokers like AxisDirect and HDFC Sec.

Intents Impacted: SHOW_ORDERS (Non Transactional Intent).

3.1.19 (2022-03-15)

Bug Fixes

Fixed an issue which caused broker chooser to show more than allowed brokers for show_orders.

Intents Impacted: SHOW_ORDERS (Non Transactional Intent).

3.1.18 (2022-03-14)

Dev improvements

Refactored smallcase gateway branding in connect-ui
Updated copy content in connect-ui.
(for more details, please refer this)

Intents Impacted: All Transactional Intents.

3.1.17 (2022-03-03)

Dev improvements

Refactored mobile SDK version sent to gateway api.

Intents Impacted: NA.

3.1.16 (2022-03-02)

Bug Fixes

Fixed an issue which caused broker chooser to show only 2 brokers when navigated from show_orders to transactional flow
Lead Gen status response from 5paisa PWA screen and broker redirection screen

Intents Impacted: All Transactional Intents.

3.1.15 (2022-02-09)

Features

Added SHOW_ORDERS non transactional intent

Intents Impacted: NA.

3.1.14 (2022-02-04)

Features

Added SMT AMO cancellation

Intents Impacted: TRANSACTION.

3.1.13 (2022-01-07)

Dev Improvements

Replaced Coil with Glide library for inflating remote images in ImageView

3.1.12 (2022-01-06)

Bug Fixes

Fixed an issue which caused SMT transactions to fail for a GUEST user.

Intents Impacted : TRANSACTION.

3.1.11 (2022-01-05)

Features

Integrated Mixpanel sdk to track user events.
Integrated Sentry sdk for logging exceptions and unknown error cases.

Bug Fixes

Removed redundant orderConfig while communicating with broker chooser.

Dev improvements

Removed deprecated R8 from gradle properties.

Intents Impacted : All Transactional Intents.

3.1.10 (2021-12-07)

Dev improvements

Upgraded mrmike ok2curlinterceptor library to version 0.7.0.

Intents Impacted : NA.

3.1.9 (2021-11-29)

Bug Fixes

Fixed an issue which caused an order to cancel when the app was minimised.

Intents Impacted : TRANSACTION.

3.1.8 (2021-11-01)

Bug Fixes

smallcase distribution

Fixed an issue which caused smallcase distribution window to close without any response if the app goes into background state and the device is running low on memory.
Fixed an issue which caused smallcase distribution to remain unresponsive when contact support cta was clicked

3.1.7 (2021-11-01)

Bug Fixes

smallcase distribution

Fixed a race condition between SDK initialisation from smallcase distribution and successful CONNECT transaction.

3.1.6 (2021-11-01)

Bug Fixes

smallcase distribution

Fixed an issue causing smallcase SIP order to fail after successful smallcase BUY order.
Fixed an issue which resulted in no lead data while launching broker's account opening page in the browser.

3.1.5 (2021-10-29)

Features

smallcase distribution

Download and view CSV files from smallcase distribution

3.1.4 (2021-10-27)

Bug Fixes

smallcase distribution

Fixed an issue which caused Distribution Module to operate in GUEST session even after a successful transaction.
Fixed an issue which caused custom tab to destroy as soon as user navigates away from the app.

Intents Impacted : All Transaction Intents.

3.1.3 (2021-10-14)

Features

External links inside Distribution Module are now opened in a custom tab.
PDF files from Distribution Module can now be viewed separately in a custom tab.
Pressing back button twice within a time frame of 3 seconds closes the Distribution Module.

Bug Fixes

Fixed Lead Gen flow initialisation from Distribution Module.
Fixed an issue which caused the sdk to be unresponsive when user clicks on back button on custom tab.
Fixed title and subtitle for connected users on gateway loading screen.

3.1.2 (2021-10-14)

Bug Fixes

Fixed an issue which caused transactions to fail on iFrame brokers.
Fixed the title text of Axis Direct consent screen for SMT transactions.

3.1.1 (2021-10-08)

Bug Fixes

Fixed leprechaun toggle flow in Broker Chooser. Clicking 10 times on Login with your broker will toggle the leprechaun mode for transactions.
Fixed an issue causing the SDK to return with init_sdk 3004 if the user logged out from the Broker Platform.

3.0.8 (2021-09-24)

Features

Added SUBSCRIPTION transaction intent enabling smallcase subscription via Gateway SDK.
Added Distribution Module to enable transactions without requiring a transactionId from the consumer. The consumer can launch the distribution module with a custom header text and a custom route along with any parameters.
Syntax:

fun launchSmallPlug(
        activity: Activity,
        smallplugData: SmallplugData?,
        smallPlugListener: SmallPlugResponseListener
    )
  
//SmallplugData
class SmallplugData(
    val targetEndpoint: String?,
    val params: String?
)

Dev improvements

Removed redundant network calls to check transactionId status.
Broker chooser would now close automatically once the transactionId expires (i.e. in 5 minutes)

3.0.1 (2021-08-24)

Features

Added Lead Id and Lead Status in LeadGen response. SDK will now send the leadId and status of the application in response to triggerLeadGen method invocation
Syntax:

fun triggerLeadGen(
        activity: Activity,
        params: HashMap<String, String>?,
        leadStatusListener: TransactionResponseListener
    )

Sample LeadGen response:

{
   "leadId":"600988900ccc05c1398f59df",
   "status":"PROCESSING"
}

📘
Note
This is not a breaking change. The developers can continue with the existing implementation of triggerLeadGen method. The json response containing leadId and status will be sent in the data key of TransactionResult.

Dev improvements

Removed hardcoded IP address used for internal testing of jetpack compose.

Intents Impacted : All Transaction Intents.

2.9.9 (2021-08-17)

Features

Added broker name in Transaction responses.
Sample transaction response

{
  "data": {
    "batches": [
      {
        "filled": 1,
        "variety": "regular",
        "buyAmount": 121,
        "sellAmount": 0,
        "orders": [
          {
            "orderType": "MARKET",
            "product": "CNC",
            "exchange": "NSE",
            "status": "COMPLETE",
            "quantity": 11,
            "tradingsymbol": "YESBANK",
            "transactionType": "BUY",
            "filledQuantity": 11,
            "averagePrice": 11,
            "exchangeOrderId": "611f4c58053f50b5bca736de611f4ce9053f50b5bca736e2"
          }
        ],
        "unplaced": [],
        "batchId": "611f4ce96cc52ec2a55af32d",
        "quantity": 1,
        "status": "COMPLETED",
        "completedDate": "2021-08-20T06:34:20.796Z",
        "transactionId": "TRX_ac3d3d23eddc45a48c627d32b2fa0282"
      }
    ]
  },
  "signup": false,
  "broker": "kite-leprechaun",
  "transactionId": "TRX_ac3d3d23eddc45a48c627d32b2fa0282",
  "smallcaseAuthToken": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFsbGNhc2VBdXRoSWQiOiI2MTFmNGNjNTAwMzIyY2E5NmIxOTVmZDciLCJpYXQiOjE2Mjk0NDEyNjUsImV4cCI6MTYyOTQ0NDg2NX0.sJkUtXGa8jg26XqyMcfHcdpRr_gm27gJ6qfr7NXm_E8"
}

Dev improvements

Refactored CONNECT Transaction response to a JSON string.
Sample response for a new user on smallcase ecosystem

{
  "signup":true,
  "smallcaseAuthToken":"eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFsbGNhc2VBdXRoSWQiOiI2MTFhMDMxYzAzMzY0YzgyNDdhYTVlNDgiLCJpYXQiOjE2MjkxMTA2MjAsImV4cCI6MTYyOTExNDIyMH0.c8CP9zjL9gKIFC1sTECaVpUTfmwrg0aTi1x89GXii5Q",
  "broker":"kite-leprechaun"
}

📘
Note
The signup key signifies whether a user is new to smallcase-ecosystem or not and it would only be visible to first-party gateway.

Bug Fixes

Fixed an issue which prevented LEAD_GEN window from getting closed.

Intents Impacted : CONNECT, SST, SMT, HOLDINGS IMPORT.

2.9.5(2021-06-16)

Bug Fixes

Fixed the issue of market_closed 4004 error while placing an order of type rebalance.
Fixed an issue which caused the host app to crash while capturing an image during account opening journey with 5paisa.
Fixed an issue which caused broker-login to fail on some android devices and responded with error user_cancelled, 1011.

Intents Impacted : TRANSACTION

2.9.3(2021-05-28)

Dev improvements

Gateway SDK android was using the ffmpeg library for compressing video captured during the IPV stage in 5paisa account opening journey. This library however increased the apk size by around 40 MB. It has been removed from the sdk and an alternative library CameraX is being used to capture video as well as compress it.

Intents Impacted : NA

2.9.2 (2021-05-21)

Dev improvements

Save UTMs and isRetargeted meta in Lead Gen
For marketing channel attribution, smallcase app wants to save some attribution data in addition to the source that we already save
. This is on /gateway-signup route only . We will now save addition field ‘utm’ in meta field of UserApplications document
. It can contain five keys - source, medium, campaign, term, content . Gateway is now sending retargeting emails to dropped off users. We want to track the conversion rate of the same
*. We will now save additional field ‘isRetargeted’ inside the meta field
Syntax:

fun triggerLeadGen(activity: Activity,
                   params:HashMap<String,String>?,
                   utmParams: HashMap<String, String>?,
                   retargeting: Boolean?
                  )

Intents Impacted: NA

2.9.1 (2021-05-10)

BUG FIXES

Fixed version number string in query parameter

Fixed an issue that caused the version number of sdk used in query parameter in api requests
being sent as the version number of the host app.

Example: if the gateway sdk has version 2.9.0 and the smartinvesting (host app) has version 0.9.6,
the api requests require the value 2.9.0 (sdk version), instead the value 0.9.6 (host app) was being
sent.

Intents Impacted : SST, SMT, HOLDINGS IMPORT.
Removed Order In Queue Screen

For SST orders, if an order takes more than 30 seconds to get executed, that order is queued for
execution with the broker and the user also receives acknowledgment via a popup.

Fixed Broker logout issue:

While logging out the user from the broker, the smallcase session on the browser is terminated,
however the user remains a connected user with his broker data available with gateway. The user.
may or may not be logged out from the host app session. Hence, if the same user after logging out
tries to place an order using gateway sdk, he should be redirected to the login screen of the broker
from which he logged out. This has been fixed on gateway sdk android.

Intents Impacted : SST, SMT, HOLDINGS IMPORT

2.9.0 (2021-04-29)

FEATURES

Logout broker session

This functionality is used to terminate the smallcase session for the user’s broker.

Example: If a user logged in with kite broker then an active session exists on
smallcase.zerodha.com. This method can be used to terminate the broker session on
smallcase.zerodha.com

Intents Impacted : CONNECT, SST, SMT, HOLDINGS IMPORT

Syntax

fun logoutUser(activity: Activity,logoutListener: SmallcaseLogoutListener)

Broker Chooser Redesigned

We have now redesigned the look and feel of the broker chooser on gateway. Rather than 9
brokers + dropdown setup, we will now show brokers in the swipeable grid
- Swipeable grid : users will now be able to see 8 brokers in the first fold, and a ‘more brokers’
  button. Clicking the more button will show the remaining brokers in the next fold. On touch
  devices, users can swipe over the grid to move back and forth.
- How does this work card : we will now show the user how the user journey looks like. For this,
  we have a different UI for the first time and returning users.
  First Time User: Expanded card above broker grid
  Returning User: Collapsed card above broker grid

- Broker order on the grid based on recency of selection : We will now start to store recent
  brokers per transaction intents in partner app’s local storage. The broker will be ordered in the
  broker grid based on the recency of selection
- Broker Consent block : Axis consent block will now be displayed on top of the broker grid
  when Axis is selected. Users can navigate back to the grid with the back button

Basket name and image configuration on order popup & broker chooser for

stock transactions
This feature provides an option to the client to pass their custom Basket name and logo/image if
any while placing an intent of type TRANSACTION. The order name and order logo will appear
on the broker chooser popup & order popup. For this the client needs to pass the following meta
object in the orderConfig while creating a transactionId

Intents Impacted : TRANSACTION { type: SECURITIES }

Sample curl below

curl --location --request POST 'https://gatewayapi.stag.smallcase.com/gateway/gatewaydemo/transaction' \
--header 'Content-Type: application/json' \
--header 'x-gateway-secret: gatewayDemo_secret' \
--header 'x-gateway-authtoken: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJndWVzdCI6InRydWUiLCJpYXQiOjE2MDI1NzAxOTR9.z8XSJbfipFbvpCzdhyKmvf708rUPXp6AJ9VEyPRVdZc' \
--data-raw '{
    "intent": "TRANSACTION",
    "orderConfig": {
        "type": "SECURITIES",
        "meta": {
            "orderName": "Rockstar Portfolio",
            "orderLogo": "https://avatars.dicebear.com/api/bottts/brrr.png"
        },
        "securities": [
            {
                "ticker": "INFY",
                "quantity": 10,
                "type": "BUY"
            },
            {
                "ticker": "TCS",
                "quantity": 10,
                "type": "BUY"
            }
        ]
    }
}'

Result

2.7.0 (2021-03-30)

FEATURES

5paisa account opening - native PWA integration
For users to complete the account opening application, earlier versions users were redirected to
the installed browser outside the app. Now, Account opening with 5paisa will take place within the
partner app via progresive web app.

FIXES & IMPROVEMENTS

Internal fixes and optimisations around partner identification and sdk versions

2.5.0 (2021-03-18)

FIXES & IMPROVEMENTS

Consistent transaction response for stock & smallcase transactions

Earlier transactionId was returned under the key batches of a SST order response, In case of
SMT order transactionId was not returned under the same key in response. This issue has been
fixed and the transactionId is now returned as a part of success response in the
TransactionResponseListener along with the data and the smallcaseAuthToken. For SST
transaction, the transactionId will also be returned under the batches key as done earlier. \

Intents Impacted: TRANSACTION, HOLDINGS IMPORT.

Sample response - Stock orders

"success": {
               "data": {
                   "batches": [
                       {
                           "filled": 1,
                           "variety": "regular",
                           "buyAmount": 8,
                           "sellAmount": 0,
                           "orders": [
                               {
                                   "orderType": "MARKET",
                                   "product": "CNC",
                                   "exchange": "NSE",
                                   "status": "COMPLETE",
                                   "quantity": 1,
                                   "tradingsymbol": "IDEA",
                                   "transactionType": "BUY",
                                   "filledQuantity": 1,
                                   "averagePrice": 8,
                                   "exchangeOrderId": "605b5392f07c524a47323bc460915868a3538d4fdb004a5b"
                               }
                           ],
                           "unplaced": [],
                           "batchId": "6091586800f2813397e0523e",
                           "quantity": 1,
                           "status": "COMPLETED",
                           "completedDate": "2021-05-04T14:21:32.015Z",
                           "transactionId": "TRX_7768fe63bd8345e6a366fe3d8233fbd6"
                       }
                   ],
                   "notes": null
               },
               "transactionId": "TRX_7768fe63bd8345e6a366fe3d8233fbd6",
               "smallcaseAuthToken": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFsbGNhc2VBdXRoSWQiOiI2MDViNTNjZmI3YjAwNjhiOTY2OTNiNzQiLCJpYXQiOjE2MjAxMzgwOTYsImV4cCI6MTYyMDE0MTY5Nn0.MZHAPCm7okB26BiiD0pgmGmGueA03CNMQdz9hFS24_0"
           }

/
Sample response - smallcase BUY order

"success": {
               "data": {
                   "name": "ICICI Prudential Smart",
                   "scid": "ICIET_0003",
                   "userId": "605b53cf66c547395751abc2",
                   "source": "PROFESSIONAL",
                   "batches": [
                       {
                           "label": "INVESTMORE",
                           "originalLabel": "INVESTMORE",
                           "status": "COMPLETED",
                           "variety": "regular",
                           "buyAmount": 194.01,
                           "sellAmount": 0,
                           "completedDate": "2021-05-04T12:55:24.455Z",
                           "quantity": 2,
                           "filled": 2,
                           "batchId": "60914439a6681179478bec1d",
                           "orders": [
                               {
                                   "orderType": "MARKET",
                                   "product": "CNC",
                                   "exchange": "NSE",
                                   "status": "COMPLETE",
                                   "quantity": 1,
                                   "tradingsymbol": "ICICILOVOL",
                                   "transactionType": "BUY",
                                   "filledQuantity": 1,
                                   "averagePrice": 117.01
                               },
                               {
                                   "orderType": "MARKET",
                                   "product": "CNC",
                                   "exchange": "NSE",
                                   "status": "COMPLETE",
                                   "quantity": 1,
                                   "tradingsymbol": "ICICINV20",
                                   "transactionType": "BUY",
                                   "filledQuantity": 1,
                                   "averagePrice": 77
                               }
                           ],
                           "unplaced": []
                       }
                   ],
                   "iscid": "605b53d666c547395751abc3",
                   "imageUrl": "https://assets.smallcase.com/images/smallcases/200/ICIET_0003.png"
               },
               "transactionId": "TRX_c94162c499154d378d40d3814ab58a65",
               "smallcaseAuthToken": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFsbGNhc2VBdXRoSWQiOiI2MDViNTNjZmI3YjAwNjhiOTY2OTNiNzQiLCJpYXQiOjE2MjAxMzI5MzIsImV4cCI6MTYyMDEzNjUzMn0.98QYsQfCOSld7LcRl_QX-mmXR5TB59h_4zMcNwCtxDQ"
}

2.3.0 (2021-03-12)

FEATURES

Added archive smallcase order

If an SMT transaction is partially filled or unfilled, the user is given an option to either -
- Repair : retry unfilled stock orders
- Archive: accept smallcase as is
Repair is done by creating a transactionId
We have now exposed the markSmallcaseArchived method to facilitate archive functionality.

Intents Impacted: TRANSACTION \

Syntax:

fun markSmallcaseArchived(iScid: String, archivedSmallcaseListener: DataListener<SmallcaseGatewayDataResponse>)

2.2.0 (2021-02-10)

FEATURES

Added optional parameter preProvidedBrokers to triggerTransaction Method

Up until now a custom list of brokers could be passed to gateway sdk only during the setup
method call. This feature provides an option to pass a custom list of brokers in triggerTransaction
method after creating a transaction. This is applicable for all the transaction intents. \

Intents Impacted: CONNECT, TRANSACTION, HOLDINGS IMPORT

Syntax:

fun triggerTransaction(
        activity: Activity,
        transactionId: String,
        transactionResponseListener: TransactionResponseListener,
        utmParams:HashMap<String,String>?=null,
        preProvidedBrokers : List<String>? = null
      )

FIXES & IMPROVEMENTS

Added crash logger If the gateway sdk encounters any exception, it is captured and logged by us. This is independent of the host app. \
DeviceId will be stored on internal storage instead of Shared Preference DeviceId is now stored on internal storage, this internal storage file is then combined with the crash logs which is finally uploaded to our crash logger .

Bug Fixes

Changed redirect route from generic to gateway partner’s app specific route
Earlier the host specified a generic route in the android manifest file to be redirected from the Broker’s web portal post order placement, this causes a UX issue if the user has multiple apps using gateway sdk. This is now changed to the gateway partner’s unique Id for identification of different partner apps within the same android device.

Intents Impacted: CONNECT, SST, SMT, HOLDINGS IMPORT.

Syntax:

<intent-filter>

<data android:host="gatewaydemo"
   android:scheme="scgatewayredirect"></data>

<intent-filter>

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