Frontend: v0.1.170
Backend: v1.0.119

IMPROVEMENTS

[CD-230] Letter Writer – Bank Account

Where a letter includes bank account merge fields, the clients primary bank account will be added to the letter by default, i.e., the account where the BF56 indicator is set Admin > Data Maintenance > Reference Data > Bank Account Types. 

FIXES

[CD-180] & [CD-217] Audit Trail (Super Administrators Only)

Fixed: previously customers have experienced failed messages when running the audit trail report for a specific user. The audit reports were also taking a long time to process due to the amount of data being recalled. 

Reporting performance has now been optimised and the page has been enhanced to allow users to be more specific about the data they wish to report on. A new toggle button has been added so Super Administrators can opt to report on a specific user or client with the facility to filter by a specific system area e.g., Notes or Transactions. 

[CD-197] Letter Writer – Private Contact Address Merge Fields 

Fixed: previously when a private contact address merge fields were included on a Letter Writer template, address lines 1 to 5 were not merging to the final PDF document. This has now been corrected and all address lines are now added to the letter when the document is produced. 

[CD-214] Client Property Pages pagination  

Fixed: previously the Personal Possessions, Pets and Documents pages did not correctly paginate when more than 20 entries were present. Pages now paginate correctly. 

[CD-220] Fee Taken Date 

Fixed: when users edited and saved changes on Client Details > Personal Details > Personal Card for a client the system was clearing the fee taken date from the record, resulting in the client record being skipped during calculation. For all sites that utilise the client fee module, it is recommended that the ‘Set Data’ process is run prior to generating fees your next set of fees. A Super Admin or Manager has permission to carry out this action. Go to Admin > Data Maintenance > Fee Controls, check the Start and End dates of the next fee calculate are correct then click ‘Set Data’ and confirm. The Set Data process only needs to be actioned once, it is not required for future calculates. 

[CD-221 & CD-229] Automatic Reconciliation - DWP Alignment 

Fixed: where multiple planned DWP transactions were set up to match a single bank transaction and alignment was required e.g., total expected amounts did not match the bank and/or dates were different, all users were receiving the alignment popup when Reconcile All was selected pop-up regardless of whether the green transaction list was filtered by caseworker. This has now been corrected and the alignment pop-up (where needed) will only display for the selected caseworker when Reconcile All is selected.

There were also instances where the green select button on the Align Bank Transactions pop-up did not enable even when total amounts matched the bank item and dates were correct. This was due to how the system calculates decimals in the back end and has now been corrected.  

[CD-221] Automatic Reconciliation  - Green Counter & Transaction Refresh

It was noted that the green counter and associated transactions in the Reconcile Bank Transactions page did not always automatically refresh when Reconcile All was selected, making it appear that transactions had not been cleared. As part of CD-221, this was also corrected, and counters and transactions are automatically set to zero without the need to manually refresh. 

[CD-223] Diary Widget  & Client Search  

Fixed: the Diary Widget counter was previously not displaying any results due to a bug in the search function that affected all searches across the application. Previously users also encountered an issue whereby they could not search on both client forename and surname in all locations across CasparCloud. This has now been corrected with the diary counter displaying results as expected and all searches allowing multiple words to be entered across the application. 

[CD-224] Tiny MCE licence (Letter Writer)

Tiny MCE is the third-party add-on used within CasparCloud to edit  HTML within the Letter Writer. Some customers were receiving a pop-up message regarding Tiny MCE domain registration and licencing. This has now been addressed and the pop-up no longer displays.

[CD-225] Notes - Subnote Ordering

Fixed: previously Subnotes could display in random date order, this has now been corrected and subnotes now display in chronological order, newest first. 

[CD-226] Refresh Token (Duplicate Tabs)

When a user is logged out due to a time-out issue only one message will now display rather than a series of ‘red’ warnings.

[CD-227] Bank File Upload Validation Logging (Backend Only)

Facility for Trojan Support to investigate bank file upload validation messages.

KNOWN ISSUES IN THE FIX PIPELINE

Top  5 known issues reported to the development team that will be addressed in future updates of CasparCloud.  

Automatic Postings 

Refine validation and display a transaction summary page after upload confirming the total and number of transactions uploaded. 

Client Bank Statement

Set the ‘Reconciled Transactions Only’ field to checked by default

Exclude cancelled transactions from the statement when ‘Reconciled Transactions Only’ is not checked. 

Letter Writer

Allow users to search for a business address in the letter writer without a Contact Name being present on the client’s business contact record

Business Addresses – Organisation Name

Sort the Organisation Name in alpha order on the client business address pop-up

Notes

Allows users to update the Deputy Decision and Client Involvement check boxes after a note has been saved.