CRM Bug Tracking - Release Notes
Version: 1.0.24 Release Date: 2026-06-30Overview
This release focuses on improving platform performance, stability, and usability through a combination of new feature enhancements, critical bug fixes, and workflow optimizations. Designed around business requirements and user feedback, these updates provide a more reliable, efficient, and seamless experience across all modules.
New Features Added
1. Override Tentative File & Enable Edit
Description Conduct environment-wide validation for the new feature that allows administrators to override a tentative file state and make manual edits. Ensure smooth transition across QA, UAT, and Production environments.- Steps to reproduce:
crm - Finance - Claim
2. Bank File Matching
Description Execute Phase 2 live validation for the automated system that matches imported bank files against internal account records. This confirms processing accuracy on live production traffic.- Steps to reproduce:
crm - Finance - Claim
3. Fix Business Category Validation for Insurance
Description Revamp and clean up the validation rules applied when selecting insurance-based business categories on forms. This updates backend parameters to eliminate incorrect categorizations.- Steps to reproduce:
crm - Finance - Claim
4. Rename Multifunded pending status
Description Process a change request to rename the current “Multifunded pending” status string across all workflows and UI panels. This ensures alignment with the updated business nomenclature.- Steps to reproduce:
crm - Finance - Claim - Payout
5. Duplicate Claim Validation Logs
Description Implement a new feature to generate and view dedicated validation logs for identifying duplicate claims. Run progressive QA, UAT, and Prod cycles to verify stability.- Steps to reproduce:
crm - Finance - Claim - Payout
6. Email integration in CRM for Banker Confirmation
Description Validate the automated email dispatch engine integrated into the CRM for banker confirmation actions. Ensure that HTML layouts and dynamic tags trigger properly across testing environments.- Steps to reproduce:
crm - Finance - Claim
7. Add Permission Matrix for Advanced and Overview layouts
Description Design and apply a role-based access control matrix to dictate which users can view the Advanced versus Overview UI layouts. Perform strict testing to prevent unauthorized layout visibility.- Steps to reproduce:
crm
8. send expected billing month to NS (PDD clearing workflow)
Description Map and transmit the ‘expected billing month’ parameter to the NetSuite platform during the PDD clearing routine. This syncs reporting dates for financial ledger accuracy.- Steps to reproduce:
crm - Finance
9. Enhance Multi-Funding Details View
Description Run structured test protocols for the optimized UI dashboard layout that displays complex multi-funding item details. Check that nested grids expand and render data efficiently.- Steps to reproduce:
crm - Finance - Claim - Payout
10. Tentative Bank File Functionality improvement
Description Refactor and optimize the handling core engine that manages files marked as tentative bank statements. This improves speed and reduces manual exception errors.- Steps to reproduce:
crm - Finance
11. Enhance Vendor Ledger Workflow in CRM
Description Conduct exploratory research and development to optimize the data architecture of vendor ledger entries in the CRM. This aims to minimize page latency.- Steps to reproduce:
crm - Finance
12. Build Central Repository for Bank File MIS Sync
Description Construct a single, centralized database repository to seamlessly synchronize diverse bank statement data fields for cleaner MIS reporting.- Steps to reproduce:
crm - Finance
13. Autonomous Activated Case Not Pushed Due to Status Mismatch
Description Reconfigure status trigger definitions because automated systems are blocking fully activated cases due to minor naming conflicts.- Steps to reproduce:
crm - Finance
14. Bulk Claim Upload Facility for RuConnect
Description Validate the scalability of the newly built batch loader feature designed for bulk claim spreadsheets inside RuConnect.- Steps to reproduce:
Ruconnect
15. MIS Reporting & CRM Dashboard for B2c - Lead Management
Description Create visual tracking charts, custom metrics, and specialized reporting engines tailored specifically for B2C sales cycles.- Steps to reproduce:
B2C
16. Update Validation Logic for Zero Rate/Ratio Claim
Description Refactor backend calculation validation rules to block any erroneous submissions containing zero-rate parameters.- Steps to reproduce:
crm - Finance - Claim
17. AuthBridge Integration – PAN & Aadhaar Validation
Description Integrate AuthBridge API gateways into the onboarding forms to allow instant, automated verification of candidate PAN and Aadhaar cards.- Steps to reproduce:
crm - Finance
18. Redis Optimisation
Description Fine-tune server-side Redis memory layouts and cache timeouts to lower general platform load times and improve API response speeds.- Steps to reproduce:
crm
19. Implement Payout Capping at DSA & Bank Product level
Description Write logic rules enforcing specific financial caps on automated payouts across individual channel partners and bank items.- Steps to reproduce:
crm
20. Add Call pending from filter MUIX
Description Verify the newly pushed ‘Call Pending’ interactive filtering component built inside the MUIX framework architecture.- Steps to reproduce:
crm - DSA - Channel Partners
Bug Fixes
1. Duplicate error / Debug - Duplicate error show
Description The system displays functional or raw duplicate entry errors directly to the user. This task requires gracefully handling the validation popup to maintain a clean UI experience.- Steps to reproduce:
crm
2. Search filters not working on Bank File upload logs
Description The search functionality on the bank file upload logs page fails to filter results based on the input criteria. The filtering logic needs to be debugged to ensure log scannability.- Steps to reproduce:
crm - Finance - Claim
3. Case getting pushed with zero ratio
Description Cases with zero rate or zero ratio values are bypassing validation and advancing through the pipeline. A hard validation check needs to be implemented to block such cases.- Steps to reproduce:
crm
4. Banker Confirmation Email Not Visible on Lead Owner Dashboard
Description Lead owners are unable to see the banker confirmation emails within their designated dashboard view. The data visibility mapping or permission layer needs to be corrected.- Steps to reproduce:
crm - Finance - Claim
5. Can’t search with name
Description The global or specific grid search engine fails to return any records when searching by name. The backend text indexing or search query mechanism needs to be investigated and fixed.- Steps to reproduce:
crm - Finance - Claim
6. Cant find data with created date
Description The system fails to fetch database records when filtered by the creation date range. This is likely caused by a timestamp formatting or timezone mismatch in the query layer.- Steps to reproduce:
crm
7. Calendar Popup Stuck While Scrolling
Description The calendar overlay widget remains frozen or stuck in its screen position when a user scrolls the page. The UI component’s CSS positioning or event listener logic needs to be updated.- Steps to reproduce:
crm - Finance - Claim
8. unable to fetch dsa details during lead creation
Description The application throws an error and fails to auto-fetch DSA specific details during the new lead creation workflow. The API fetch endpoint or dependency injection needs to be debugged.- Steps to reproduce:
crm
9. Wrong Internal ID Captured in Vendor Claims
Description The backend pipeline is capturing and storing incorrect Internal IDs during the vendor claims submission process. The internal field mapping payload needs to be audited to prevent data corruption.- Steps to reproduce:
crm
10. Split Case Toggle Automatically Turns Off After Edit
Description When a case profile is edited and saved, the active ‘Split Case’ toggle involuntarily reverts to the disabled state. The frontend component’s state persistence logic must be fixed.- Steps to reproduce:
crm - Finance - Claim
11. Unable to Edit Vendor Linked to Lead Form
Description Users are blocked from editing vendor details that are actively linked to a live lead form. The form field lock state logic needs to be relaxed based on authorization.- Steps to reproduce:
crm - Finance - Claim
12. Application error - on Processed section lead form
Description The system encounters a fatal application crash or runtime exception when loading the ‘Processed’ section of the lead form. The backend payload wrapper needs to be investigated for unhandled null values.- Steps to reproduce:
crm - Finance - Claim
13. Wrong netsuite vendor id on PAN card
Description The system maps an incorrect NetSuite vendor identifier during the PAN card validation or upload step. The data syncing pipeline between the platform and NetSuite must be rectified.- Steps to reproduce:
crm
14. Calls Pending filter is not being applied
Description Selecting the ‘Calls Pending’ filter does not update the active UI dashboard grid list. The corresponding query parameters on the filter block need to be corrected.- Steps to reproduce:
crm
15. Autonomous Case Edit – Client-Side Exception
Description Triggering an autonomous case edit event throws a disruptive JavaScript client-side exception. The UI rendering lifecycle hooks need to be stabilized.- Steps to reproduce:
crm
16. Tentative File Case Not Highlighted in Pending Tab
Description Tentative files in the pending tab lack proper highlighting, making them visually indistinguishable from normal cases. The conditional UI class styling needs to be added.- Steps to reproduce:
crm - Finance - Claim
Prepared By: Aparmita Srivastav