> ## Documentation Index > Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt > Use this file to discover all available pages before exploring further. # V1.0.24 (2026 06 30) # **CRM Bug Tracking - Release Notes** **Version:** 1.0.24 **Release Date:** 2026-06-30 *** ## **Overview** ## 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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: Go to: `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:** Go to: `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:** Go to: Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `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:** Go to: `crm - Finance - Claim` *** **Prepared By:** Aparmita Srivastav