Release 23.212

FEATURES/REFINEMENTS

System Admin 

• FEATURE – In profiles, the Disabled field is now functional. Once a profile is disabled, it will no longer load and affect privileges for users that log in after that profile is disabled. The profile remains in effect for all actively logged in users until they log out. To immediately block a user in cairs.net, the user must be disabled since that change is effective immediately. Disabling profile also prevents that profile from showing in the available profiles list in user records, and if that user has that profile in their associated profiles it will show with the text (disabled). Global reporting functionality has also been added to the profile’s menu, and the disabled field was added to the default menu view.
• FEATURE – Disabled Work Flows menu showing only active work flows – Combined the Disabled Work Flows menu with the Work Flows menu (System Admin > Work Flow Setup > Work Flows).  This menu now shows both active and disabled work flows.  Added an automatic import of global reports to show the work flows filtered in different ways and added a global report to the import showing total orders and troubles created by Year.
• FEATURE – Added QTel 5000 call pricing and rate table management. Updated existing call pricing to support repricing from global reports. Implemented call pricing action from active calls in cairs 7.
• FEATURE – For Avaya switch type, added Sync Now option, and changed the Data Sync caption to Legacy Data Sync. Only one of the sync options will work, depending on the value of the Standard Set Preference. (9/7/2022 – Updated switch form so either the new or old Avaya sync will show in the ribbon, depending on the standard set preference.)
• FEATURE – Added Generate Data Dictionary action under the System Admin > System Settings > Settings menu.
• REFINEMENT – Reorganized some system settings related to Billing and Call Records. Moved settings that apply to billing from the Call Record category to the Billing Category. Replaced the “Do Not Round to Two Decimals” setting with “Digits to Round After Decimal” and added the “Always Round Last Digit Up” setting. DB Creator now reads the file “SystemFeatureAssoc.json” in the Unique.CUtil project root directory. This file associates System Settings and CES Processes with Features, which are available in those menus through Global Reports and makes it easier to determine which settings or CES processes are associated with a system feature, such as Dynamic Billing, for example.
• REFINEMENT – Metadata Import – cairs.net Global Report Builder was checking to see if the report caption entered was actually a valid file name when the report was saved, and would throw an error related to illegal characters in file name if it wasn’t. This check has been bypassed to allow these characters in report captions.
• REFINEMENT – In the System Admin > Data Sync Center > Switch Sync Project menu, in a switch sync project record, under “Sync Results” in the ribbon, both the “Out of Sync” tab and the “Not in Switch” tabs, syncing a single number or port would cause an unhandled SQL exception to occur in a matching port or number could not be found, and the search did not include the primary extension field. Now if the search does not find any records to update, the user will be shown a message stating that the search did not match any record instead of shutting down.
• REFINEMENT – When the system setting, Filter Organizations By Account, is set to True, the organization dropdown no longer includes accounts based on TCO relationship. This relationship was causing duplicate entries for each TCO associated with the organization. The old relationship can be used if needed by setting the Filter Organizations By Account system setting = OLD.
• REFINEMENT – System Settings – Standard Sets – Changed the default value of the Connectivity for Standard Sets to Directory. This will only apply if the setting does not already exist in the database.
• REFINEMENT – Combined the Disabled Work Flows menu with the Work Flows menu (System Admin > Work Flow Setup > Work Flows). This menu now shows both active and disabled work flows. Added an automatic import of global reports to show the work flows filtered in different ways and added a global report to the import showing total orders and troubles created by Year.

Accounting

• FEATURE – Added a filter to the query when looking up the Billing Periods that only shows official accounts.
• REFINEMENT – Official Accounts – Removed the Authorization Codes view. This view can be reproduced by creating a global report. The view was showing an error whenever a user tried to open a record from it.
• REFINEMENT – Fixed issue with the Account Status view in Accounting > Unofficial Accounting > Unofficial Accounts. The creation date was not included in the report. The problem was with the SQL database view, AccountBalanceWithStanding, which is now fixed. The output from this view is used in other views including this one.
• REFINEMENT – Accounting > Unofficial Accounting > Unofficial Accounts > (open an account) >Payments – Payment receipt printout no longer shows the time for Payment Date. Previously the time was always showing as 12:00 AM, which was wrong. The payment receipt can be printed after a payment is applied by right-clicking a pending payment in the payment history grid, then clicking “Print”.

Orders & Troubles

• FEATURE – General Work Orders – New Feature – Added the ability to generate custom reports for all sub-orders. Each sub-order (or trouble) is in a separate tab in the xlsx file that is generated.
• REFINEMENT – Added order by desc to query so the count is now ordered descending.
• REFINEMENT – Added Organization Name to exported list of Service Requests.
• REFINEMENT – Work Orders – Manage Optional Work Centers – changed title from Frm_SelectOptionalWorkCenters to Select Optional Work Centers. Also moved buttons and made resizable.
• REFINEMENT – Work Orders – If a user decides not to cancel an order after clicking Cancel Order, the order status was getting set to cancel first, so another action, like putting the order on hold, would actually cancel the order.

Global Reporting

• FEATURE – Global Reporting – Added the ability to assign a limited subset of functions to fields in a report, including Day, Month, and Year functions, which provides more functionality to search, sort, display, and group by parts of a date, as well as Upper and Lower functions to allow capitalization of data to be uniform, and Abs, which may be useful for numeric fields in some reports.
• Global Report Setup – Replaced Save Report button with separate Save as well as Save and Close buttons.
• REFINEMENT – Ability to indicate whether a field in a Global Report should open up a link to its respective base record
• REFINEMENT – Replaced the current error with the following new error message that explains how to resolve the problem: Fields that contain special characters, such as () cannot be searched and should be renamed. Users trying to save a display using any characters that are now forbidden in the caption will get an error message indicating that the character needs to be removed. The following characters are no longer allowed in global report custom captions: ( ) { } “ ” ” \ : ; > < = ! |

Configured Items

• FEATURE – Added bulk import for Standard Directory, Circuit (including segments), which includes connectivity. Also added bulk import for work orders / trouble tickets.
• Added 20 additional misc fields to bulk circuit import to match the additional fields that were added to circuit. Updated bulk circuit import code to manage the additional 20 circuit misc fields.
• REFINEMENT – Standard Set and Directory Connectivity – Duplicate or unrelated connectivity is no longer being loaded. Cleaned up the labels for the records in the top dropdown where the connectivity record is selected.
• REFINEMENT – Bulk Import – Under Accounting Settings, which are available for some import types, there is a new Conflicting Billing Action: Remove Previous Accounting. When importing data, the import will remove any existing account or customer code assignments before adding the new accounting information to the record.
• REFINEMENT – Database changes and bulk import – Renamed in Segment table Number to Segment_Number and Description to Segment_Description. Added segment fields to the BulkCircuitImport table so segment details can be imported with circuits. Regenerated DTOs.
• REFINEMENT – Standard Sets – In the detail pane, the button finishes loading last shows as the active button instead of button 1, which is selected when the set first loads. So there sometimes is a mismatch between the directory initially loaded and the button initially selected.
• REFINEMENT – View tab in connectivity control was not sorting properly. The data is now sorting by terminal position and path position.

Switches

• FEATURE – Added 10 misc fields and 5 misc date fields to Switch table.
• FEATURE – NEC Switch Sync – Added logic to better manage duplicate records coming into cairs.net, and to manage address records with an empty number.
• REFINEMENT – SMA was sometimes not reconnecting after losing network connectivity even after the connection had been restored. Added a timer to monitor SMA Service connection and reset automatically if the CAIRS web service fails to return from looking for new connections after 2 minutes, even if an error never comes back from the web service.
• REFINEMENT – Avaya standard sync now sync voicemail (also no longer added explicitly to btn 8)
• REFINEMENT – Avaya SIP Data sync now syncs existing avaya registration records. Links to existing AvayaPhone records and data pulled from the CM
• REFINEMENT – cisco sync now accounts for unlinked standard set records – (records without ss/ciscophone association record)
  -bug where unassigned appearances would always show out of sync
  -UK and FK addition bugs
  -code clean up
• REFINEMENT – new Avaya port sync. Avaya Standard Set Sync. Cairs ASI v 10016
• REFINEMENT – Switch Sync Project – Sync Schedule – Added a foreign key constraint to prevent duplication. Not able to replicate the issue, but the database constraint should prevent the duplication even if the same circumstances occur. Also, added global reporting to this menu, and reports can be created to show these schedules so the data can be verified (along with many other reports that can now be created from this menu).
• REFINEMENT – CiscoDirectory.Directory_number is now a required field in the db
  -Cisco sync no longer includes CiscoDirectory records with NULL/empty directory_numbers in the cache.

Facilities

• FEATURE – Added Connection_Group_Description field to the ConnectionGroup table. This allows a large note to be entered into a connection group record if needed.

Fixed Trouble Tickets/Bugs/Tasks for CAIRS.net and CAIRS7