5.6.7.0

Release CRM 5.6.0.7 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-4928	Allocation issues causes by manual journal entries	Allocation issues causes by manual journal entries. Debit journal entry not allocated to another credit journal, therefore invoices issued after that were allocated to the credit journal entry.	Task	ACCOUNTS
V5-4927	Minor UI/UX Issues & Enhancements	Remove hardcoded label 'Notes:' from journal entries records in contact and organisation statements. When making a payment, unpaid invoices are loaded, but once selected as intended invoices, their total amount is not shown in UI (although returned by the Web API). When placing an order and there’s a single allowed payment method, then select that method by default (so user does not have to manually set it on each order).	Task	ACCOUNTS
V5-4797	Incorrect validations thrown when placing orders/service requests	Incorrect validations thrown when placing orders/service requests. Neither can be created due to the contact having an outstanding amount: Order should be allowed even if contact has outstanding amount but only as long as the credit limit is not exceeded on placing the order. If the order creates a subscription, then service delivery process might fail the service’s activation due to outstanding amount, but the order is still placed. Same in Service Requests.	Bug	ACCOUNTS
V5-4848	Enhancements on Activities and their Automations	When creating an Activity through an entity, a user should be able to assign it to either a Team or a User When editing the scheduled date of the activity, it should default to the same date (i.e. should not need to set it again). Provide more options to set the activity details when configuring an Activity Scheduling automation. a) Scheduled date options: Immediately OR in X hours/minutes b) Assign Activity to either a team or a specific user or leave blank to assign to the user who initiates the related entity (for example the user who creates the order/service request or lead) c) Ensure that the activity type is included in filters	Improvement	ACTIVITIES
V5-4986	Include Account Classification in Contacts Financial Analysis report	Include Account Classification in Contacts Financial Analysis report (filter, column, group). Also, Wallet state filter/column must be removed, it’s no longer applicable.	Improvement	ANALYTICS
V5-4957	GET Settlement Transactions API improvement	GET /settlement_transactions API enhanced to improve performance. Every API call was retrieving a lot of purchases from another microservice. Added include_purchase query param to reduce response time.	Improvement	ANALYTICS, REWARDS CORE
V5-4941	Add a preview button to generate insight graphical charts	Added a 'Preview' button for graphs in Insights.	Improvement	ANALYTICS
V5-4933	Accessibility. Change behaviour accessibility across network to not include B2B merchants	Amend core behaviour of product accessibility	New Feature	BUSINESS NETWORK
V5-4889	Enhanced Contact (self-service) Communities	Ability for a contact who is a community member to leave a community that they have been added to.	Improvement	CONTACTS
V5-4706	Ability to support configurable device locations	Ability to maintain configurable locations for stockable items in the warehouse	Improvement	INVENTORY
V5-4637	Leads management issues	Leads detail screen- select to change the state of a Lead to Lost. Modal opens where a Lost reason should be specified. If there are no Lost Reasons configured, then there’s no need to show the modal (same change implemented for Orders). Apply the same logic to the Leads Kanban & List view screens.	Bug	LEADS
V5-5007	Enhanced Twinsoft integration so as to avoid keeping Orders in progress.	Orders provisioned to Twinsoft remain in the 'In Progress' state due to missing information in the request sent to Twinsoft. during integration CRM.COM should also include the CustomerCardNo or CustomerCode in the request.	Bug	ORDERS
V5-5001	Ability to trigger Webhooks through Automations for a new event called 'Prior Order Creation'	Ability to trigger Webhooks through Automations for a new event called 'Prior Order Creation'. It's purpose is to perform custom validations before placing an order.	Improvement	ORDERS
V5-4969	Automations for Orders not working properly	Automation is configured so as to send email communication to the owner of the fulfilled by organisation of an Order. However, no email was sent.	Bug	ORDERS
V5-4998	Reward Offers usability enhancements	Include a Reward Offer’s availability period in summary screen results (same as in Promotions) Enhanced default filters (2 existing and 2 new); a) 'All Active': returns offers in Active state (regardless of availability) b) 'All Inactive': returns all offers in Inactive state (regardless of availability) c) 'All Running Offers': All offers in Active state and current date within their availability period (also the default filter) d) 'All Expired': returns all offers whose availability period to date is in the past (regardless of their state) e) 'All Future': returns all offers whose availability period start date is in the future (regardless of their state) Remove 'Expired' from the filters in the summary screen (deprecate from Web APIs as well).	Improvement	REWARDS OFFERS
V5-4970	Enhanced UI of Service Requests queues - Application settings	UI of Service Request queues Application settings must provide the ability to select either a 'team 'or a 'user' to assign the SR to. Currently only 'user' is available.	Task	SERVICE REQUESTS
V5-5009	On replacing a device, its distributions to services are not updated	Service is provisioned by device A. On replacing the device with another one, the service should be automatically provisioned to the new device (i.e. replacing a device also re-adjusts the distributions).	Bug	SUBSCRIPTIONS
V5-4921	Include 'Pending changes' badge when subscription is churned	Subscription is in churned state but there’s a scheduled addition of another service (subscriber churned the subscription and then ordered another one). User should be able to switch into viewing churned subscriptions as well and then for this subscription they will also be able to view whether there are scheduled changes (shown as a 'Pending changes' badge.	Task	SUBSCRIPTIONS
V5-4849	Ability to maintain a usage record's external reference	Ability to set an external reference number for each usage record created in CRM.COM by the third party system that keeps track of this usage consumption.	Improvement	SUBSCRIPTIONS
V5-4671	Price change issues	Price was configured for a service, and then its trial period was changed. The Contact subscribed after the change and got the initial service’s trial period.	Bug	SUBSCRIPTIONS
V5-5008	License restricted access issues	Various processes cannot be performed by a back-end user due to License restrictions. Restrictions are correctly applied BUT the back-end user cannot see this unless they do an inspect and view the reason of Web API failure. Examples: Add provisioning provider settings to a product - restriction due to missing license for Subscriptions. Change credit limit - restriction due to missing license for Account based model. Error 403 to be captured and displayed in the UI	Bug	Utilities
V5-4965	Grammar & Spelling	Grammar and spelling mistakes corrected on back-end UI.	Task	Utilities
V5-4938	List Wallet Journal Transactions self-service API is missing some transactions types	GET /wallets/id/transactions self service API is missing the following transaction types in the response: Wallet Payment Transfer Manual Journal Also check for any other types which may be missing too.	Bug	WALLET
V5-4471	Block wallet funds	Ability to block a specific amount of money in the CRM.COM Wallet and for a specific period of time. Applicable for any process that requires wallet funds to pay off a contact’s purchase (purchase, orders).	Improvement	WALLET
V5-4997	Wrong prices retrieved on ordering service flexible bundles	Flexible bundle is configured having various components. Both the bundle and the component have various prices. On each order a different price is shown to the user.	Bug	SUBSCRIPTIONS
V5-4996	Webhook Idempotency	Add an id field to each webhook which will be unique to that webhook request in order for clients to be able to handle duplicate calls.	Task	USER EXPERIENCE AND TECHNICAL
V5-4988	Reward Offer availablity issue	The miscalculation of reward offer availability resulted in the offer being availble for one day less than intended.	Bug	REWARDS OFFERS
V5-4978	Segment issues	Fixed 'Save' segment issue Fixed manual refresh segment issue Fixed filter products on segments (remove dinstinct )	Bug	CONTACTS
V5-4973	Implement Cardlink Payment Gateway	Implement Cardlink Payment Gateway	New Feature	USER EXPERIENCE AND TECHNICAL
V5-4971	Lottery should run even if the validity date has passed	Remove validity date check to allow lottery draw to run	Bug	REWARDS OFFERS
V5-4968	Users pending invites not showing	Number of pending invites message is missing from Users screen.	Bug	SECURITY & USERS
V5-4967	Contact phone is removed on update contact	Contact phone is removed on update contact	Bug	CONTACTS
V5-4964	Merchant products issue	Issue where some products (with specific merchant accessibility) not available on merchant	Bug	BUSINESS NETWORK
V5-4960	Issue on response of list organisation payment methods API	The API list organisation payment methods response has an inconsistency compared to the list contact payment methods API response. Specifically, the account_debit.gateway_token array should change to match the response of the contacts payment methods API.	Bug	USER EXPERIENCE AND TECHNICAL
V5-4959	Add service contact page issue	Add service flexible bundle not showing component to select	Bug	SUBSCRIPTIONS
V5-4952	Create Pass issue	There is an issue with POST /backoffice/v1/passes/generate related to adding custom fields on pass. It should add the custom fields from pass plan and overwrite them with the custom fields added on the POST request.	Bug	USER EXPERIENCE AND TECHNICAL
V5-4948	BOC issues	HTTP client not closed issue Fixed timeout issue when reading the response and updating information on CRM.COM	Task	USER EXPERIENCE AND TECHNICAL
V5-4947	JCC SEPA issues	HTTP client not closed issue On API POST/PUT payment_gateways/payment_methods the account_name field should be mandatory and less than 70 characters in length. Delete response file and store the response file in the DB A change to reject payment intents that do not have the required fields set, don't send them to JCC When the plugin receives POST /intent we should validate and reject the request if it's missing the account name, bankcode, iban Whenever plugin calls the PUT /payment_intents action to reject we have to pass two new parameters - error code and error description.	Task	USER EXPERIENCE AND TECHNICAL
V5-4942	Contact page issue	If name is too long, use ellipsis instead of displaying th whole name Update name not working	Bug	CONTACTS
V5-4937	Enhance Event to handle context type	Enhance Event to handle Context type and subtype in order for the information regarding the caller type to be transferred between microservices in cases of communication using Kafka	Task	USER EXPERIENCE AND TECHNICAL
V5-4825	Validate Contact in V2 SelfService APIs	When a self service api is called, the contact has to be validated against the requested resource to make sure that the contact has access to get, modify or create such a resource.	Task	CONTACTS
V5-4616	Automation Webhook use structured events	Use Dtos for webhooks data	Task	USER EXPERIENCE AND TECHNICAL
V5-4452	Update price only on product prices	Allow updating only price, instead of price and tiers for future prices. Also set logic for usage allowance related to price.	Bug	SUBSCRIPTIONS