RELEASE NOTES
Release Date: 26th October 2022
Frontend: 1.6.2
Backend: 1.6.4
FIXES
[DB-13] BUG Statement by account type (Out of memory)
Fixed: Previously some customers experienced a timeout issue when producing a bank statement by account type from Reports>Standard Reports>Statement by Account function. The report has now been moved to a background process to allow more time for the output to process.
[DB-18][B1] Client search – issue when searching for a client that is already selected...
Fixed: Previously when a customer searched for a client that was already selected on the screen the page would not load correctly the user received a message indicating that no client had been selected. This has now been corrected and the client details display as expected.
[DB-19][EC3] Search - including past client locations in the main client search
Fixed: Previously when searching on client location address the search only included the client’s most recent address. This has now been corrected and the client search includes all historic locations for a client.
[DB-20][B1] Fees - Only calculate a property fee if a First Year, 2nd Year &...
Fixed: Previously the fee module was incorrectly generating a property fee for clients where the Setup Fee was due. This has been corrected so that the property fee only generates when the first, second and subsequent years are chargeable, and the client has an active property financial asset record.
[DB-25] Implement lazy loading on Report Generator templates
Fixed: Previously customers may have experienced a delay when loading the reporting type in the Report Generator. This has now been corrected to improve the speed
[DB-26] Financial Assets - Client Valuation not updated if the asset valuation is dated today
Fixed: Previously if a user entered a new asset valuation dated today, the total asset valuation on the Client>Personal Details page did not update until that date had passed. This has now been corrected and the valuation updates correctly on the date entered.
[DB-27] Fees for Dual Appointee rates - setting the start and end dates for...
Fixed: Where customers calculate fees on a quarterly basis the fee module will now correctly set the start and end date for the next calculation period when fees are confirmed. i.e., if the current calculation period is 04/07/2022 – 03/10/2022 the next calculation period will be set to 04/10/2022 – 03/01/2023
[DB-28][EC1] Manual Reconcile - Reconcile All
Fixed: Previously in manual reconciliation if a user opted to ‘Reconcile All’ the application reconciled all unreconcile transactions remaining on the account and not just those displayed in the current reconciliation period. This has now been corrected and only the unreconcile transactions displayed on the Manual Reconciliation page are set to reconciled when Reconcile All is selected by the user.
[DB-35] Report Creation Time - creation date not converted to local time
Fixed: Previously when a user requested a report the ‘Created At’ time on the Reports>My Reports page was an hour earlier that the report request time due to the application not converting the data to local time. This has now been corrected and the My Reports page displays the actual time the report was requested.
[DB-36] Client Appointee Fee calculation error
Fixed: Where customers were calculating appointee fees annually some client fees were being calculated based on 364 days as opposed to 365 meaning that the fee was 1 day short i.e. where the fee should have been £100 for the year the system was returning £99.73. This has now been corrected and the fee module returns the full annual fee value.
[DB-38] OPG Reports – Annual Report Fee flag and popup missing
Fixed: Previously the OPG annual report fee charge flag and fee popup were not enabled in CasparCloud, this issue was resolved in a background site update made on 19/10/2022 so both options are now available.
[DB-43] Automatic Reconciliation - Amber with Not Found Status
Fixed: In certain scenarios users were encountering amber transactions with a Not Found status as the reconciliation was not rematching ambers when Reconcile All was actioned. This has now been correct to avoid the issue going forward.
Fixed: Manager users can no longer promote other users to Super Admin
[DB-45] 3rd Party Dependency Updates