Chamaeleon Release Notes - 6.8 (Toucan)

Issue# Summary/Notes Resolution Component(s) Client(s) Ext. ID


New Feature

CHAM-6226 COB Sheriff Financials - AR Report Fixed PSMC COB Sheriff ,
TS#15537 - COB: Sheriff - Account Receivables
TS#22874 - COB: Sheriff - Trial Balance vs. Outstanding Balances Report as of 12/31/2021 - A/R amount does not match the Outstanding Balance Reports
CHAM-7264 Store Invoice type receipt to Docket Fixed COB ROW
TS#25705 - CoB ROW/OC - Fwd: Page 2 Additional Probate Fee letter (Invoice receipt)
CHAM-7298 Allow filtering on Viewer by Filing Mode (eFiling / Counter / Both) Fixed All
TS#26418 - CoB Prothy - Add new search parameter for eFiling / Non-eFIling or Both in Viewer
CHAM-7374 eMail Broadcast SIgnature block Fixed All
Allow for a static eMail signature in the eMail broadcast tool (allow for saving and re-using of signatures).
TS#27532 - CoB Prothy - eMail Broadcast Signature
CHAM-7381 Subpoena Web Report Fixed All Prothy
TS#27786 - CoB Prothy - Subpoena Report
CHAM-7384 Special Instructions Field Fixed
TS#27743 - COB ROW - E-Filing / Special Instructions Field to Show at Viewer
CHAM-7385 New ML Audit Report Fixed
TS#27468 - COB ROW - New ML Auditor Report
CHAM-7387 Hide Confidential Addresses in eFiling Fixed
Hide confidential addresses from eFilers in eFiling
TS#27794 - MC Prothy - Confidential address showing in eFiling
CHAM-7393 CoB Sheriff Positive Pay CR Fixed COB Sheriff
TS#26798 - COB Sheriff - New Bank Discussion (Penn Community)
CHAM-7420 Support external images in Crystal Reports Fixed
TS#27236 - CCPA Prothy - Reconciliation Report Has Incorrect County Seal


Improvement

CHAM-6630 Scheduling: Hide timeslots if an appointment cannot fit Fixed
CHAM-7129 Create a Bucks version of Inheritance Tax Payment Report Fixed Reports - PSMC COB ROW
Create a Bucks version of the report with changes identified in TS#23699.
TS#23699 - COB ROW - Inheritance Tax Payment Report
CHAM-7281 Update to a more recent version of pdfium Fixed
CHAM-7296 ROW - Incorrect GL records when no Probate Assets are entered. Fixed ,,
TS#25271 - ROW - Incorrect GL records when no Probate Assets are entered.
TS#26345 - LC ROW - Petition for Letters printing and receipt breakdown issue
TS#27679 - COB ROW - Incorrect Fee Calculation
CHAM-7311 COB ROW - Order 4.6 emails sent to those without access to Initial Case cannot use the link to view documents Fixed
TS#26445 - COB ROW - 4.6 Que Email or Mail
CHAM-7321 Handle payment type "SkipDepositInTransit" in common GeneratePaymentBreakdowns instead of FilingApplicationFactory Fixed
TS#19401 - COB: Sheriff - Monthly Electronic Feed of Online Applications for Firearms License to Carry
CHAM-7366 Redirect to login page if not already logged in when accessing a restricted case from an email. Fixed
TS#27404 - CCPA Prothy - PPP New filing links not working
CHAM-7375 eMail Broadcast opt-out Fixed TS#27533
Allow Opt Out of non case related emails
CHAM-7379 Writs Details tab changes Fixed MC Prothy
Remove Excel link on Writ detail tab and replicate Counter filing functionality
TS#27032 - MC Prothy - Writ calculations
CHAM-7380 Financials: Make default account sort order configurable Fixed
TS#27700 - COB: Sheriff - Upgrade issue - Bank Accounts Subsequent GL accounts are out of numerical order


Task

CHAM-7327 Upgrade Elasticsearch from 6.8 to 8.x Fixed


Bug

CHAM-7104 ROW - Duplicate general ledger records v2 Fixed All ROW ,,,,,,,,
TS#21682 - MC ROW - Trial Balance is Incorrect
TS#22709 - MC ROW - Error in Bank Account E-Filing Deposit
TS#23387 - MC ROW-E-FILING DEPOSIT ERROR ON RECEIPT
TS#23409 - MC ROW-E-FILING DEPOSIT ERROR ON RECEIPT
TS#23517 - MC ROW - EFILING DEPOSIT BANK ACCOUNT
TS#25090 - MC ROW - amounts differ
TS#26396 - MC ROW - E-Filing Deposit 1/3/2022
TS#26461 - LC ROW - $60 CC transaction discrepancy on IDRF for 1/5- 1/9 activity
TS#26942 - MC ROW - Deposit Tool MIssing ML Transaction
CHAM-7230 COB ROW Scheduling - Schedule deletions from the Clerks calendar will cause errors in the scheduling application Fixed
CHAM-7275 LC ROW - Would like DOB in the Viewer to be restricted on some case categories Fixed All ROW ,
TS#25971 - LC - Minors names in caption of Orphans' court cases
TS#23154 - LC ROW - Date of Birth viewer restriction
CHAM-7301 Prothy UCTax automated process should reload docket type & fee data on each run Fixed ,
TS#26443 - COB - Prothy - Invoice 2023-99-00121
TS#17919 - COB Prothy - Invoice #2020-99-00321
CHAM-7344 Logic for Attorney Or ProSe Associated-With-Case does not recognize pro-se Fixed
CHAM-7354 Case Edit - Errors when editing Confidential or Public/Confidential Documents Fixed
TS#26854 - LC ROW - 2023-0404 (Incapacity) - Problems scanning in Case Edit
CHAM-7365 Autoclient should not churn (keep trying to process) packages that are not ready Fixed
CHAM-7368 Case Edit - random saving issues when trying to add new attachments/delete old ones Fixed All
TS#27412 - LC ROW - Scanning in Case Edit - Scanned Pages Not Being Saved
CHAM-7370 Square 9: DELETE Licenses to release them Fixed
TS#27457 - LC - Slowness In Filing Application
CHAM-7388 LC ROW - Unable to Change Docket Text in Case Edit for Account filing types Fixed
TS#27912 - LC ROW - Unable to change docket text for old account filings
CHAM-7392 COB Prothy - Attorney on file cannot view documents for cases with multiple matter codes Fixed
TS#27889 - COB Prothy - Attorney Error - Blitshtein
CHAM-7395 Financials: Fix Void from Bank Account Transaction History Fixed
TS#28081 - COB PROTHY - Monthly Dept of Revenue Report Issue
CHAM-7403 ROW Viewer Pending Transactions should not pick up Marriage License transactions Fixed ,
TS#28093 - LC ROW - ML apps filed electronically appear in PL not in VPS
TS#28205 - COB ROW - Marriage License Application for Danielle M Day Needs to Be Put Back in Queue
CHAM-7406 E-filing sometimes overwrites changes made in WFC Fixed
TS#28069 - COB Prothy - Multiple Filings in E-Filing Docketing Issue
CHAM-7416 Can't reprint receipts without a Payment record. Fixed
TS#27908 - COB ROW - Cannot Reprint Receipt for Auditor


Epic

CHAM-6417 MC Sheriff eFiling Project
CHAM-7417 - MC Sheriff Additional Changes - include all parties Fixed


Test

CHAM-7391 Regression Test for 6.8 Release Fixed