Release Notes

Enhancements & Updates:

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• CC-453: Appointment List - Active Schedule
• CC-454: Appointment List - Upcoming Appointments
• CC-452: Upcoming Appointment List - UI & Email Functionality
• CC-468: Appointment List - Settings UI 
• CC-534: Total Committed Calculation + Quick Action

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Bug Fixes & Improvements:

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• CC-546: Client Goal Lookup Filters not Applied in Participant Note Modal
• CC-565: Standalone Appointment Converted to Master Appointment in Schedule: Inheritance Bug Fix
• CC-582: Bulk Price List Update Filter
• General Bug Fixes & Improvements

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⚠️ Important: Maica Client Delivery V.0.139 requires your org to have Maica Client Managment V.0.336 or higher. This version bump includes new dependencies and is not compatible with older Client Management versions.

Enhancements & Updates:

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• CC-482: Restored: The ability to create a note for all Participants assigned to an Appointment
• CC-487: Appointment Timezone Selection and Management
• CC-520: Automatically Populate Participant Lookup on New Notes
• CC-521:  Link Between Original and New Schedules When a Recurring Schedule is Updated
• CC-524: Inherit Attributes from Master Appointment to Scheduled Appointments
• CC-529: Auto-Populate Participant in Notes When Only One Delivery Activity Exists
• CC-536: Improved Headers in Participant Notes Accordion
• CC-538: Improved Save Button Label and Unsaved Changes Confirmation in Participant Notes

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Bug Fixes & Improvements:

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• CC-506: Reinstate the Appointment Service Field for Non-Billable Notes
• CC-523: Removed Default '0' Value for KM Input in Travel Management
• CC-531: Prevent Errors for Users Without Permission to Create Billable Notes
• CC-537: Notes Field in Participant Notes Now Always Expanded on Mobile Devices

Enhancements & Updates:

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• CC-479: Scheduled Jobs Management
• CC-515: New Unavailability Validation Rules

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Bug Fixes & Improvements:

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• CC-480: Fixed Issue where pre-load Template on Appointment Service not pre-loading template
• CC-517: Travel Time Breakdown Now Calculates Accurate Duration and Quantity in Quick Complete and Timesheet Entries
• OEM-459: Improved Data Integrity for Resource Weekly and Daily Hour Fields
• CC-519: Bug fix in Accept Resource functionality

Enhancements & Updates:

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• CC-485: Appointment Resource Status Logic

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Bug Fixes & Improvements:

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• CC-501: Checklist Item Notes Now Persist Correctly in the Manage Appointment Modal.
• CC-504: Timesheet Duration Now Updates When Unavailability Start/End Times Are Modified.
• NDIS-834: Incorrect Utilisation Calculations on Agreement Items.
• CC-512: Schedule frequency change resulting in creation of new Schedule also applied to original Schedule

Enhancements & Updates:

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• CC-373: Terminology update in New Shift Modal
• CC-374: Type attribute added when creating a New Shift‍
• CC-438: Travel Management KM Input - Added support for decimal values up to two decimal places for improved accuracy.‍
• CC-486: Resource Lookup now considers Preferences when assigning resources.‍
• CC-488: Planner now displays a filter applied notification when a filter is active.

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Bug Fixes & Improvements:

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• CC-490: Improved Planner technical error handling for better stability.
• CC-497: Fixed an issue where Appointments in the Scheduled Horizon were inheriting Master Appointment settings instead of the Pre-completed Appointment settings.
• CC-495: Cleaned up validation rule errors related to the Check-in process.
• CC-484: Ensured that the Owner of the Master Appointment and Delivery Activities is retained for Recurring Appointments.

Enhancements & Updates:

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• CC-471: Travel Management - Assignment of Support Item Updates
• CC-476: Billing Flow - Set Billing Date Field on Delivery Activity

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Bug Fixes & Improvements:

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• CC-465: Inability to Create 24-Hour Records Prevented Creation of Day-Spanning Appointments/Shifts
• CC-478: Fix - Resolved ‘Too Many SOQL Queries: 101’ Error When Updating Appointments with Schedule

Enhancements & Updates:

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• CC-436: Remove Client Notes from Manage Appointment Modal
• CC-462: Agreement Expiry Tolerance Logic Now Prioritises Active Agreements
• CC-457: Removal of Fortnightly Frequency Option

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Bug Fixes & Improvements:

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• CC-425: Fix for Appointments Assigning Unavailable Resources
• CC-439: Resource Availability Score Fix
• CC-464: New Appointments Were Being Created on Cancelled Schedules
• CC-424: Travel Time Default Fix

⚠️ Please note: Maica Client Management V.0.336 is required if you are installing Maica Client Delivery V.0.139. This is due to updated dependencies between the two packages.

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There is no additional content included in this CM release.

Enhancements & Updates:

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• NDIS-917: Automated Refresh of Plan Period and Budget Data on End Date
• NDIS-912: Service Agreement Enhancements: Updated Validation for Agreement Items
• NDIS-920: Updates to NDIS Support Item Catalogue Import Logic

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Bug Fixes & Improvements:

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• General Bug Fixes & Improvements

Enhancements & Updates:

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• NDIS-892: Support for Voided Invoice Line Item records

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Bug Fixes & Improvements:

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• General Bug Fixes & Improvements

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Enhancements & Updates:

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• NDIS-856: NDIS PACE Budget Changes

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Bug Fixes & Improvements:

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• General Bug Fixes & Improvements

Enhancements & Updates:

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• NDIS-858: Payment Request - Rejection Reason - New Values

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Bug Fixes & Improvements:

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• NDIS-860: System.QueryException error fix related to the Maica Connection object

‍Bug Fixes & Improvements:

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• NDIS-850: NDIS Plan Sync - Issue with Plan Budget Mapping
• NDIS-834: NDIS - Support Agreement Items with odd utilization values
• General Bug Fixes

Enhancements & Updates:

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• NDIS-845: Xero Integration – Online Invoice URL

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Bug Fixes & Improvements:

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• NDIS-848: Agreement Item Triggers Failing
• NDIS-846: NDIS Plan Sync Issues