Recent Changes in the Rosemark Scheduling System: v2026.5.4.5527 2026-06-04: *COMPAT: Change #minimumCompatibleVersionNumber to 2026.1.3 and #minimumSuggestedVersionNumber to 2026.3. v2026.5.3.5524 2026-05-29: -AF: j4828 Add preferences to control display of caregiver credentials and availability in the RCA profile. v2026.5.2.5522 2026-05-28: *COMPAT: Change #minimumCompatibleVersionNumber to 2026.1.2 and #minimumSuggestedVersionNumber to 2026.2.3. v2026.5.1.5520 2026-05-22: -AB: j4804 Fix webhook bug on JobApplicationFormPortal. *COMPAT: Change #minimumCompatibleVersionNumber to 2026.1.1 and #minimumSuggestedVersionNumber to 2026.2.2. v2026.5.0.5519 2026-05-15: -SI: j4687 Add initial infrastructure for SSO from winApp to v2 client. -CF: j4659 Make winApp and webApp help menus more consistent. *SF: j4552 Update MO task required Program+Payer+ProcedureCode combinations. -SF: j4637 Update for OH spec - no longer acknowledgeable exceptions for OH. -SF: j4736 Strengthen the link between Tasks and their Sandata service types. *SF: j4606 j4641 j4762 j4774 Initial configurable control of Staff access to documents. -SCHEMA 476: Add documents access to all existing staffAccess staff. -SF: p543 j4785 Automatically update JotForm job application webhook when server starts. -SF: j4778 Ensure MO Medicaid tasks are available 4/1/2026 for claims validation. -SB: b460 b462 p563 Fix possible UndefinedObject does not understand #do: errors. *COMPAT: Change #minimumCompatibleVersionNumber to 2026.1 and #minimumSuggestedVersionNumber to 2026.2.1. v2026.4.3.5513 2026-05-08: *COMPAT: Change #minimumCompatibleVersionNumber to 2025.12.5 and #minimumSuggestedVersionNumber to 2026.2. v2026.4.2.5509 2026-05-01: *COMPAT: Change #minimumCompatibleVersionNumber to 2025.12.4 and #minimumSuggestedVersionNumber to 2026.1.3. v2026.4.1.5504 2026-04-24: -SR: j4159 j4160 Updates to availability information in caregiver profile on the RCA. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.12.3 and #minimumSuggestedVersionNumber to 2026.1.2. v2026.4.0.5499 2026-04-17: *CF:,-SR: p539 j4423 Add "remember this device" functionality to two-factor authentication in the WinApp. -AF: j4531 Add new auth method for the V2 reporting client. -SCHEMA 475: Add Sandata{OH,Open}Shift.sdSyncError. Add Sandata{OH,Open}{Client,Employee,Shift}.transactionID, SandataOpenXRef.transactionID. *WF:,*SR: j4563 j4597 Add technical details on Sandata/HHAeXchangeAPI/Tellus sync to STWShift for use by Shoshana Support. -SB:,-PH: p545 Fix Pharo error doing reports in the Report Hub. -SB: b461 j4647 j4648 Handle undocumented HHAeXchangeErrorCode: '101208'. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.12.2 and #minimumSuggestedVersionNumber to 2026.1.1. v2026.3.3.5497 2026-04-10: *COMPAT: Change #minimumCompatibleVersionNumber to 2025.12.1 and #minimumSuggestedVersionNumber to 2026.1. v2026.3.2.5495 2026-04-03: -SB: j4608 Edit EVV reason code rather than adding a new one if it's not locked in the aggregator. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.12 and #minimumSuggestedVersionNumber to 2025.12.5. v2026.3.1.5491 2026-03-27: -SB: j4570 Fix "Could not find descriptor for aspects: loginTime, logoutTime" error exporting shifts. -SB: j4571 Fix two causes of "Invalid ID: -###" error, Client Planner and webApp assign available caregiver. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.11.1 and #minimumSuggestedVersionNumber to 2025.12.4. v2026.3.0.5487 2026-03-20: *CF: j4457 j4503 Add additional shift exportable fields - evvDuration, evvBillDuration, evvBillUnits, medicaidBillDuration, medicaidBillUnits, medicaidTimesWorkedSource. -AF: j4482 j4532 Add ability for support to help diagnose RCA (Rosemark Caregiver App) issues. -SF: j4488 j4537 Expand telephony task prompting when no matching shift is found -- take recent assignments, care plans, and required Medicaid tasks into account. -CF: j4487 j4538 Clarify language for "Times Worked" on a shift's Medicaid status tab and visit times selection window. -SCHEMA 474: Change the description of the 'Use shift times' exception code. -SB:,-SF: j4549 Fix start date of imported care plan when there's an upcoming snapshot. Include future plans when opening a care plan list. *AF: j4160 Add infrastructure for display of the caregiver's profile on the RCA. -SB: j4565 Handle "cancelled" status returned for get of visits/transactions not in HHAeXchange spec. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.11 and #minimumSuggestedVersionNumber to 2025.12.3. v2026.2.3.5482 2026-03-13: *COMPAT: Change #minimumCompatibleVersionNumber to 2025.10.3 and #minimumSuggestedVersionNumber to 2025.12.2. v2026.2.2.5479 2026-03-06: *COMPAT: Change #minimumCompatibleVersionNumber to 2025.10.2 and #minimumSuggestedVersionNumber to 2025.12.1. v2026.2.1.5474 2026-02-27: -SB: j4479 Fix "Key not found: 'no devices'" error in #removeOldCMAFirebaseDevices. -CB: Fix Sandata State DNU #missingShiftLocationExceptionDefinition winApp problem. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.10.1 and #minimumSuggestedVersionNumber to 2025.12. v2026.2.0.5470 2026-02-20: -SR: j4393 Clean up handling of Firebase projects for push notifications. -SF: j4338 Clean up HHAX MI payer codes and programs. -AB: j4428 Fix inaccurate message on out-of-sync attempt to re-clockout of a shift. -SR: j4433 Add handling for Sandata OH isPatientMedicaidIDRequired. -SR: j4394 Clean up of Sandata "missing shift location" exception handling. -SF: j4429 Add setup support for HHAX MI service types. -SR: j4455 Double check that Sandata MO service types are set to Medicaid. -SCHEMA 473: j4452 Force all Sandata MO service types' bill rates to round down. -SF: j4454 Automatically round down when adding the first bill rate for a Medicaid service type. *CF:,SF: j4453 Prevent users from changing the rounding mode on Sandata MO bill rates. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.10 and #minimumSuggestedVersionNumber to 2025.11.1. v2026.1.3.5466 2026-02-13: *COMPAT: Change #minimumCompatibleVersionNumber to 2025.9.4 and #minimumSuggestedVersionNumber to 2025.11. v2026.1.2.5461 2026-02-06: -SF: j4394 Fixes for Sandata CO requirement for "Location Required" exception. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.9.3 and #minimumSuggestedVersionNumber to 2025.10.3. v2026.1.1.5455 2026-01-30: -SF: j4388 Allow shift to be synced to Sandata if client/caregiver previously synced even if now invalid. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.9.2 and #minimumSuggestedVersionNumber to 2025.10.2. v2026.1.0.5450 2026-01-23: *CF: j4266 "Include Shift Data" checked by default when creating Assignment Timesheet. -WB: j4295 Only show unsaved changes message when actively editing a webApp page. -SB: j4339 Fix to support alpha test version of the RCA. -SB: Ensure handling in-process-medicaid-transactions in the order they were created. -SB: j4398 Disallow erroneously making a facility a sub-facility of itself. -SF: p504 Streamline shift transactions for larger databases. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.9.1 and #minimumSuggestedVersionNumber to 2025.10.1. v2025.12.5.5446 2026-01-16: -SB:,-PH: Fix missing ReStore SSWDBInstancesCollection>>ifNotEmpty:, etc., in Pharo. -SR: j4369 Updates to Sandata OH MCOs, including the addition of Anthem. -SB: j4330 Fix Sandata WI client sync not-needed issue. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.9 and #minimumSuggestedVersionNumber to 2025.10. v2025.12.4.5441 2026-01-09: -SF: j4324 Improve server startup performance related to PayBillRules, etc. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.8.3 and #minimumSuggestedVersionNumber to 2025.9.4. v2025.12.3.5438 2026-01-02: -SF: j4289 Allow GA Tellus/Netsmart agencies to change staff primary emails. -CB: j4316 j4317 Fix several errors for Sandata MO Accrued Minutes Visits. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.8.2 and #minimumSuggestedVersionNumber to 2025.9.3. v2025.12.2.5436 2025-12-26: -SR: Change Role/Person applyChanges error message to refer to "Rosemark Support". -SB: j4297 Handle new 404 error "NotRegistered" from Firebase by removing the device token. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.8.1 and #minimumSuggestedVersionNumber to 2025.9.2. v2025.12.1.5433 2025-12-19: -SR: j4280 Add procedure codes for Sandata CO that were added this year. -SB: j4292 Don't include milliseconds on Sandata OH EVV. -SCHEMA 471: Add a new pseudo-caregiver for accrued minutes to all Sandata MO agencies. *CF: j4231 Add the ability to add Accrued Minutes Visits (AMVs) on Sandata MO services. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.8 and #minimumSuggestedVersionNumber to 2025.9.1. v2025.12.0.5428 2025-12-12: -CB: j4257 Change QuickBooks Connect error to include "Please contact Rosemark Support for assistance". -AB: j4269 Fix ThirdPartyRewardsClientModel>>initializeFrom: to use #asTenDigits for phoneNumbers. -SR: j2954 j4173 j4174 Further support for Medicaid auto-syncing. *SF: j4041 j4234 j4273 Add Sandata WI Medicaid syncing (spec 2.5). *COMPAT: Change #minimumCompatibleVersionNumber to 2025.7.5 and #minimumSuggestedVersionNumber to 2025.9. v2025.11.1.5421 2025-11-28: *COMPAT: Change #minimumCompatibleVersionNumber to 2025.7.3 and #minimumSuggestedVersionNumber to 2025.8.2. v2025.11.0.5418 2025-11-21: -SF: j4216 Unify the warning checks before trying to unlink a shift. -SF: j4117 Add tasks for ILW T1019:U6 as per v12.0 Sandata MO spec. -AF: j3969 j4009 j4029 Add RCA endpoint supporting the Care Journal. -SB: Fix issue Sandata OH sync had with milliseconds in EVV Event. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.7.2 and #minimumSuggestedVersionNumber to 2025.8.1. v2025.10.3.5414 2025-11-14: -SF: j4131 Add #medicaid837pIncludedSegments incant. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.7.1 and #minimumSuggestedVersionNumber to 2025.8. v2025.10.2.5411 2025-11-07: -WB: j4170 Fix "Expecting event or shift tasks" error possible on canceled shifts. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.7 and #minimumSuggestedVersionNumber to 2025.7.5. v2025.10.1.5406 2025-10-31: -SF: j4136 Add #areCaregiverEVVEventRemindersAllowed preference. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.6.6 and #minimumSuggestedVersionNumber to 2025.7.4. v2025.10.0.5402 2025-10-24: -SCHEMA 470: j4034 Add Reason Code 280 for Sandata MO. -SF: j4095 j4097 j4112 j4135 j4166 Do Medicaid syncing via AHCCCS in AZ. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.6.4 and #minimumSuggestedVersionNumber to 2025.7.3. v2025.9.4.5400 2025-10-17: -SF: j4143 Change some email text to help placate spam filters. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.6.3 and #minimumSuggestedVersionNumber to 2025.7.2. v2025.9.3.5397 2025-10-10: -SF: j4112 Temporarily remove logo from Care Plan printout for CuS1503. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.6 and #minimumSuggestedVersionNumber to 2025.7.1. v2025.9.2.5395 2025-10-03: -SF: j4051 j4090 j4092 Add basic support for making AHCCCS the Medicaid aggregator for AZ. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.5.3 and #minimumSuggestedVersionNumber to 2025.7. v2025.9.1.5391 2025-09-26: *SF: j4068 Add 9/30 stop date for sending data to AZ Sandata. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.5.2 and #minimumSuggestedVersionNumber to 2025.6.6. v2025.9.0.5387 2025-09-19: *SF: j4000 j4013 j4026 j4027 Schema changes for Arizona live-in caregivers. -SCHEMA 469: Add PersistedPairing, SandataOpenXRef, {Client|Employee}.persistedPairings and InProcessSandataOpenTransaction.xRefsBeingSynced. -SB: j4061 Allow for spaces in Medicaid payer program codes (Sandata DE). -CB: j4070 Fix winApp Client Inquiry "Person Completing HV" display issues. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.5.1 and #minimumSuggestedVersionNumber to 2025.6.4. v2025.8.3.5383 2025-09-12: -SF: j4028 Don't require client signature or client verification of times/service for AZ DDD shifts. -SB: j4022 Correct for JotForm's sudden deprecation of folders endpoint by making use of labels. -WB:,-PH: p468 Fix error loading webApp on a mobile device for Pharo alpha release. -WB:,-PH: p469 Fix possible problem recording linked Telephony for Pharo alpha release. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.5 and #minimumSuggestedVersionNumber to 2025.6.3. v2025.8.2.5378 2025-09-05: -AB:,-PH: p463 Fix shift-free EVV event creation problem for Pharo alpha release. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.4.2 and #minimumSuggestedVersionNumber to 2025.6. v2025.8.1.5375 2025-08-29: -DB:,-PH: b359 j3017 Fix Twilio seaside3 problem for Pharo alpha release. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.4.1 and #minimumSuggestedVersionNumber to 2025.5.3. v2025.8.0.5373 2025-08-22: -SF: j3586 Update HHAX FL Reason Codes (998) and Payers (AHCA FFS). -SCHEMA 468: Add one Reason Code for Florida HHAeXchange. *SF: j3698 Send "callouts' to CareCrown when shifts are 'Employee Canceled'. -SB: j3953 Only send "callout" for shifts within 48 hours and this month. -SB: j3177 Prevent auto-linking of manual EVV. -SB: j3326 Fix "telephonyEvent synced to Medicaid aggregator". -SB: j3893 Fix various Auto-linking/EVV-to-shift connection issues, especially from joining shifts. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.4 and #minimumSuggestedVersionNumber to 2025.5.2. v2025.7.5.5369 2025-08-15: *COMPAT: Change #minimumCompatibleVersionNumber to 2025.3.5 and #minimumSuggestedVersionNumber to 2025.5.1. v2025.7.4.5366 2025-08-08: *COMPAT: Change #minimumCompatibleVersionNumber to 2025.3.4 and #minimumSuggestedVersionNumber to 2025.5. v2025.7.3.5361 2025-08-01: -SF: j3950 Add Medicaid program MI41 for HHAeXchange MI. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.3.3 and #minimumSuggestedVersionNumber to 2025.4.2. v2025.7.2.5357 2025-07-25: -AB: j3894 CareCrown points now 50 for clock-in and 25 for clock-out. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.3.2 and #minimumSuggestedVersionNumber to 2025.4.1. v2025.7.1.5356 2025-07-18: *COMPAT: Change #minimumCompatibleVersionNumber to 2025.3.1 and #minimumSuggestedVersionNumber to 2025.4. v2025.7.0.5352 2025-07-11: *WF: j3533 Add webApp Caregiver Rewards Configuration page for mass enabling caregivers. -SR: j3690 Cleanup no longer needed extraction of Medicaid missed-visit-reason-codes from comments. -SR: j3847 Disallow changing an existing service's service-type from one aggregator to another. -SCHEMA 467: Add two Reason Codes for Sandata MO -SF: j3853 Add two new DD Reason Codes for Sandata MO. -CR: j3555 Use newer quickbooks.api.intuit.com baseURL for QuickBooksOnline. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.2.3 and #minimumSuggestedVersionNumber to 2025.3.5. v2025.6.6.5348 2025-07-04: *COMPAT: Change #minimumCompatibleVersionNumber to 2025.2.2 and #minimumSuggestedVersionNumber to 2025.3.4. v2025.6.5.5346 2025-07-02: -CB: j3881 Fix "Not found: a MedicaidShiftTimesSourceSelectionShell" shift shell regression. v2025.6.4.5343 2025-06-27: -WB: j3858 Fix webApp to not include #preferredName for a Company. -SF: j3843 Remove 3 HHAeXchange FL visit reason codes related to COVID-19. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.2.1 and #minimumSuggestedVersionNumber to 2025.3.3. v2025.6.3.5341 2025-06-20: -SR: j3832 Update Employee.areIndividualCaregiverRewardsEnabled to always be a Boolean. -SR: j3833 Ensure CareCrownInterface response is always a Dictionary. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.2 and #minimumSuggestedVersionNumber to 2025.3.2. v2025.6.2.5338 2025-06-16: -SB: j3832 Do proper old winApp compatibility for #areIndividualCaregiverRewardsEnabled. v2025.6.1.5336 2025-06-15: -SB: j3831 Fix crash of CareCrown enabled server started between 10:30 pm and midnight. -SB: j3832 Fix newly introduced MustBeBoolean error applying changes to a caregiver. -SB: j3833 Fix error caused by CareCrown non-JSON responses. v2025.6.0.5335 2025-06-13: -SF: j3771 j3781 j3809 Add CareCrown updates for enabling caregivers and activity. -CF: p427 Some fixes to layouts of Medicaid windows. -CF:,-WF: j3798 j3810 j3812 Add basic entry of Preferred Name to winApp and webApp. -AF: j3802 Send preferred name, if set, to CareCrown as first name. -WF: j3697 Allow enabling rewards for individual caregivers in the webApp. -SF: j3760 Update Sandata MO per spec v8.0 -- require "memo" for DDD service; drop "other" reasonCode. -SF: j3818 Change Tellus/Netsmart maintenance window - make it weekly. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.1.5 and #minimumSuggestedVersionNumber to 2025.3.1. v2025.5.3.5329 2025-06-06: -SB: Don't play "offline events received" when clocking in via telephony. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.1.4 and #minimumSuggestedVersionNumber to 2025.2.3. v2025.5.2.5325 2025-05-30: *COMPAT: Change #minimumCompatibleVersionNumber to 2025.1.3 and #minimumSuggestedVersionNumber to 2025.2.2. v2025.5.1.5321 2025-05-23: -SB: j3764 WinApp compat for CareCrownCaregiverRewardsSystem preference. -SB: j3765 Stop trying to send CareCrown missed visits for all caregivers. *COMPAT: Change #minimumCompatibleVersionNumber to 2025.1.2 and #minimumSuggestedVersionNumber to 2025.2.1. v2025.5.0.5316 2025-05-16: -SB: j3648 Fix to update process when HHAX preferences change. -SCHEMA 463: Convert Customer.hasSeparateBillingAddress to the first in .customerFlags. -SF: j2230 Add #isInvoicingSkipped to Customers (initially incant only). -SB: j3715 j3730 Allow offline EVV events as valid for HHAeXchange MI. -AF: j3727 Allow for longer monthly Tellus maintenance window. -SCHEMA 464: Add Employee.areIndividualCaregiverRewardsEnabled. -SCHEMA 465: Add Name.preferredName. -SCHEMA 466: Add CareCrownCaregiver and Employee.careCrownSynced. *SF: j3532 j3672 j3712 j3713 j3717 j3721 j3732 j3738 j3743 j3754 j3757 j3758 Beta release of CareCrown Caregiver Rewards. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.12.5 and #minimumSuggestedVersionNumber to 2025.2. v2025.4.2.5310 2025-05-09: -SF: Enable 5 initial CareCrown beta users for CuS1357. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.12.4 and #minimumSuggestedVersionNumber to 2025.1.5. v2025.4.1.5307 2025-05-02: -SF: j3712 Expand CareCrown infrastructure for beta testing. -SF: j3715 Handle HHAeXchange MI offline EVV events. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.12.3 and #minimumSuggestedVersionNumber to 2025.1.4. v2025.4.0.5303 2025-04-25: *CF: j3574 j3657 j3689 UI changes to Medicaid Status Tab. -SF: j3661 Migration of Medicaid Missed Visit Reason codes. -AF: j3605 j3641 j3660 j3665 j3672 j3688 p412 Expand infrastructure for CareCrown caregiver-rewards integration, including missed visits. -SF: j3642 j3682 Start of infrastructure for server use of BugSnag. -CF: j3632 Add 'Submit Ticket' Help menu item in winApp. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.12.2 and #minimumSuggestedVersionNumber to 2025.1.3. v2025.3.5.5296 2025-04-18: -SF: j3673 Skip 'Veterans Administration' for CuS1791 invoice creation. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.12.1 and #minimumSuggestedVersionNumber to 2025.1.2. v2025.3.4.5292 2025-04-11: *COMPAT: Change #minimumCompatibleVersionNumber to 2024.12 and #minimumSuggestedVersionNumber to 2024.12.5. v2025.3.3.5286 2025-04-04: -SB: Make new serverError logging work for non-dumping occurrences. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.11.3 and #minimumSuggestedVersionNumber to 2024.12.4. v2025.3.2.5283 2025-03-28: -SF: j966 Make #shouldUseServerMonitorDirectChannel default true. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.11.2 and #minimumSuggestedVersionNumber to 2024.12.3. v2025.3.1.5277 2025-03-22: -SB: j3646 Fix "Client does not understand #asSandataClient" error viewing shifts. v2025.3.0.5276 2025-03-21: -CB: j3595 Eliminate unseen winApp shells left due to error during creation. -AF: j3590 Allow RCA to specify createdAt date and time for shift-free EVV. *SF: j3582 Optionally include shifts whose scheduled units exceed EVV units in HHAX PA report for handling. -SB: j3122 j3322 j3539 j3542 j3583 j3628 j3631 Various HHAX MI sync fixes. -SF: j3631 Ensure HHAX MI caregiver IDs are unique across accounts. -AF: j3641 Initial infrastructure for 3rd-party caregiver-rewards integration (e.g. CareCrown). *COMPAT: Change #minimumCompatibleVersionNumber to 2024.11.1 and #minimumSuggestedVersionNumber to 2024.12.2. v2025.2.3.5270 2025-03-14: *COMPAT: Change #minimumCompatibleVersionNumber to 2024.11 and #minimumSuggestedVersionNumber to 2024.12.1. v2025.2.2.5265 2025-03-07: -SF: j3624 Temporarily handle CuS1275 missing caregiver IDs on ProviderOne export. -SF: j3625 Skip including 4 customers in CuS1403's Create Invoices window. -SB: Miscellaneous bug fixes for HHAeXchange MI syncing. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.10.3 and #minimumSuggestedVersionNumber to 2024.12. v2025.2.1.5261 2025-02-28: -SF: j3593 Enforce ProviderOne requirement for caregiver Medicaid Registration ID. -SF: Tweaks to HHAX MI. Only send caregiver's primary email. Allow hyphens and apostrophes in names. Ensure client Medicaid number is only digits. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.10.2 and #minimumSuggestedVersionNumber to 2024.11.3. v2025.2.0.5254 2025-02-21: *CF: j3122 j3488 j3515 j3536 j3538 j3541 j3565 Release of HHAeXchange Michigan Medicaid sync. -CB: Close 2FA prompt, etc., if login process times out. -SF: j3589 Add ODM as one of the MCOs that may be specified in the service type code in Ohio. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.10.1 and #minimumSuggestedVersionNumber to 2024.11.2. v2025.1.5.5248 2025-02-14: *COMPAT: Change #minimumCompatibleVersionNumber to 2024.10 and #minimumSuggestedVersionNumber to 2024.11.1. v2025.1.4.5243 2025-02-07: -WB: p404 Fix possible problem saving webApp 2FA "remember me" code. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.9.5 and #minimumSuggestedVersionNumber to 2024.11. v2025.1.3.5239 2025-01-31: -SB: Fix issue with Shoshana-user unlock of session. -SF: j3561 Avoid Tellus/Netsmart maintenance the first Saturday night of every month. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.9.4 and #minimumSuggestedVersionNumber to 2024.10.3. v2025.1.2.5233 2025-01-25: -SB: Fix Shoshana-user login to central_dispatch. v2025.1.1.5232 2025-01-24: -SB: j3559 Add #CaregiverNPI to TellusShift externalFieldNamesToIgnore. v2025.1.0.5231 2025-01-24: *CF: j3427 j3474 j3483 j3490 j3504 j3513 j3514 j3527 j3535 j3540 Expand HHAeXchange Michigan sync functionality. -SF: j3505 Better JotForm handling of duplicate ID's on job-application submissions. -SF: j3507 j3519 Add Validation to Client Number (PatientOtherID) for Sandata OH. -AB: j3493 j3524 Fix to criteria on MobileHoursPortal endpoint. *WF: p392 p394 p395 p398 Add "remember this device for 14 days" option to webApp two-factor authentication. -SB: b407 p399 Ignore extra #twoFactorResponse: from prior timed-out login attempt. -SF: j3556 Per ProviderOne spec change, remove requirement for caregiver Medicaid Registration ID. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.9.2 and #minimumSuggestedVersionNumber to 2024.10.2. v2024.12.5.5226 2025-01-17: *COMPAT: Change #minimumCompatibleVersionNumber to 2024.9 and #minimumSuggestedVersionNumber to 2024.10.1. v2024.12.4.5221 2025-01-10: -SF: j3519 Require SandataOHClient patientOtherID to be alphanumeric. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.8.5 and #minimumSuggestedVersionNumber to 2024.10. v2024.12.3.5214 2025-01-03: -SF: j3498 Avoid Tellus/Netsmart's maintenance window Saturday night. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.8.4 and #minimumSuggestedVersionNumber to 2024.9.5. v2024.12.2.5211 2024-12-27: *COMPAT: Change #minimumCompatibleVersionNumber to 2024.8.3 and #minimumSuggestedVersionNumber to 2024.9.4. v2024.12.1.5208 2024-12-20: -SF: j3427 Begin enforcing uniqueness of Caregiver MedicaidRegistrationID and ProfessionalLicenseNumber. -CF: Allow 4 digits for misuse of Caregiver Payroll Deductions field. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.8.2 and #minimumSuggestedVersionNumber to 2024.9.2. v2024.12.0.5205 2024-12-13: *CF: j3004 j3293 j3344 j3421 j3427 j3464 j3474 Implement HHAeXchange Sync Status shell for Michigan and expand server infrastructure. -AR: j3463 Enhance MobileShiftTasks endpoint for RCA. -WB: j3452 Fix client/family portal planner to default to showing all services. -WR: j3466 Include tasks with only comments when showing in the client/family portal. -AF: j3442 Add preference for showing Payable Hours in the RCA. -AF: j3476 Add additional relevant agency preferences for possible use by the RCA. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.8.1 and #minimumSuggestedVersionNumber to 2024.9. v2024.11.3.5201 2024-12-06: -SF: j3486 Avoid Tellus/Netsmart's maintenance window Saturday night. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.8 and #minimumSuggestedVersionNumber to 2024.8.5. v2024.11.2.5196 2024-11-29: *COMPAT: Change #minimumCompatibleVersionNumber to 2024.7.3 and #minimumSuggestedVersionNumber to 2024.8.4. v2024.11.1.5192 2024-11-22: -SB: a404 j3462 Fix RCA issue updating multiple clients visited status on a facility shift. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.7.2 and #minimumSuggestedVersionNumber to 2024.8.3. v2024.11.0.5187 2024-11-15: -SF: j3293 j3384 j3421 j3431 More HHAeXchange MI infrastructure. -CB: j3276 Fix layout on BulkMessageCreationShell. -AB: j3413 Fixes for Mobile Hours and ShiftList API parameters. *WF: j3409 Show task comments for Facility shifts in the client/family portal. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.7.1 and #minimumSuggestedVersionNumber to 2024.8.2. v2024.10.3.5181 2024-11-08: *COMPAT: Change #minimumCompatibleVersionNumber to 2024.7 and #minimumSuggestedVersionNumber to 2024.8.1. v2024.10.2.5176 2024-11-01: -SF: j3426 Avoid Tellus/Netsmart's maintenance window Saturday night. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.6.4 and #minimumSuggestedVersionNumber to 2024.8. v2024.10.1.5174 2024-10-25: -SB: j3405 Fix regression in QBO authorization due to p369. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.6.3 and #minimumSuggestedVersionNumber to 2024.7.3. v2024.10.0.5172 2024-10-18: -WF: Have webApp "Back" return to the previous useful page after adding a caregiver, referrer, etc. -SB: b387 p369 Ignore QuickBooksOnline auth codes when the connection window isn't open. -SCHEMA 462: Add InProcessHHAXShiftTransaction and SchedulingSystem.inProcessHHAXShiftTransactions. -CF:,-SF j3293 j3321 j3353 j3394 Start HHAeXchangeSyncStatusShell. Expand HHAeXchange MI infrastructure. -AF: j3346 j3354 j3357 Add API for the RCA to get payable hours. -WF: j3387 Add preference to show task comments in the Client web portal. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.6.2 and #minimumSuggestedVersionNumber to 2024.7.2. v2024.9.5.5167 2024-10-11: *COMPAT: Change #minimumCompatibleVersionNumber to 2024.6 and #minimumSuggestedVersionNumber to 2024.7.1. v2024.9.4.5163 2024-10-04: -SF: j3355 Send Sandata the shift times for the adjusted in/out on a canceled shift. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.5.3 and #minimumSuggestedVersionNumber to 2024.7. v2024.9.3.5161 2024-10-02: -SB:,-VW: Eliminate source of memory leak around cached DB statements. v2024.9.2.5160 2024-09-27: -SF: p370 Add staffEmailPromptByDate preference and re-allow verification prompt in older winApps. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.5.2 and #minimumSuggestedVersionNumber to 2024.6.4. v2024.9.1.5156 2024-09-22: -CB: b400 j3364 Fix "Sandata...State does not understand #isClosedSandataState" error. -SF: Temporarily forgo email verification and 2FA prompting with older winApps. -WB: b397 Fix possible " does not understand #user" error. v2024.9.0.5155 2024-09-20: -SF: j3272 j3292 j3294 j3295 j3298 j3312 j3314 j3318 j3321 j3323 j3324 j3336 Build out infrastructure for HHAeXchange MI Medicaid aggregator. -SCHEMA 458: Add HHAeXchangeShift, HHAeXchangeAddress (and subclasses), HHAeXchangeBilling, HHAeXchangeBillSecondPayer, HHAeXchangeEditVisit, HHAeXchangeMissedVisit, and HHAeXchangeEVVEvent. -SCHEMA 459: Add HHAeXchangeCaregiver -SCHEMA 460: Add ScheduledShift.hhaxSynced, Employee.hhaxSynced, HHAeXchangeShift.transactionID and hhaxErrors. -SCHEMA 461: Add HHAeXchangeEVVEvent.domainType. *SF:,*CF: p362 p364 j3349 Add improved email-verification prompt and two-factor authentication. *SF: Increase length of temporary and generated passwords from 6 to 12 characters. *SF: j3353 Require staff users' primary emails to be unique by default. -SF: j3315 Preference to have the RCA always require Task comments. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.5.1 and #minimumSuggestedVersionNumber to 2024.6.3. v2024.8.5.5151 2024-09-13: -SF: j3345 Avoid Tellus/Netsmart's maintenance window Saturday night. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.5 and #minimumSuggestedVersionNumber to 2024.6.2. v2024.8.4.5145 2024-09-06: -SB: j3320 Fix equality checking on SandataOHClient. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.4.3 and #minimumSuggestedVersionNumber to 2024.6. v2024.8.3.5144 2024-08-30: *COMPAT: Change #minimumCompatibleVersionNumber to 2024.4.2 and #minimumSuggestedVersionNumber to 2024.5.3. v2024.8.2.5140 2024-08-23: -SB: j3311 Ignore 7 newly added TellusShift fields, only used for NE. -AR: j3309 Change CMA expiration date to October 31st. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.4.1 and #minimumSuggestedVersionNumber to 2024.5.2. v2024.8.1.5136 2024-08-16: *COMPAT: Change #minimumCompatibleVersionNumber to 2024.4 and #minimumSuggestedVersionNumber to 2024.5.1. v2024.8.0.5134 2024-08-09: -SI: Track the time commands wait for server processing. *SF: j3240 Stop allowing use of the old CMA effective 9/1/24. -SF: j3237 Release version of Sandata IN payers updates. -SF: Allow cleaning up the shift cache by default on low-memory. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.3.5 and #minimumSuggestedVersionNumber to 2024.5. v2024.7.3.5131 2024-08-02: -SF: j3237 Updates to Sandata IN payers and programs. -SF: j3257 Support incants for moving data between shifts. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.3.4 and #minimumSuggestedVersionNumber to 2024.4.3. v2024.7.2.5129 2024-07-26: -AF: j3256 Notify CMA users weekly on sign-in it's being discontinued -- install the new app. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.3.2 and #minimumSuggestedVersionNumber to 2024.4.2. v2024.7.1.5127 2024-07-19: -SB: b389 Fix "UndefinedObject does not understand #sdBusinessEntityID" from Sandata OH sync. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.3.1 and #minimumSuggestedVersionNumber to 2024.4.1. v2024.7.0.5123 2024-07-12: -SI: j3065 Expand infrastructure for HHAeXchange MI. *SR: Improve performance for various scheduling operations -- Repeat Assignments, unassign all shifts, changes to multiple shifts, Employee Availability, etc. -SCHEMA 457: Add SandataOHClient.sdPatientBirthDate. Add SandataOHEmployee .sdEmployeeNPI, .sdStaffEmail, and .sdStaffPosition. Add SandataOHEVVEvent.sdVisitLocationType. Add SandataOHPayer .sdEffectiveStartDate and .sdEffectiveEndDate. Add SandataOHShift.sdGroupVisitCode. *SF: j3236 Changes for updated Sandata OH sync specifications -- new fields, only valid reason code, etc. -SF: j2073 j3218 Final cleanup for HHAeXchange CSV export options. -AB: j3249 Fix agency preference for hiding shift serviceType in the RCA. -SF: j3243 Streamline appServer restart when doing schema update. -SF: j3244 New additions to tracked errors. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.2.5 and #minimumSuggestedVersionNumber to 2024.4. v2024.6.4.5119 2024-07-05: -WB: b386 Fix to incoming Twilio API error handling -- deprecated #openWalkbackIfNotInProduction:. -SF: j3236 Interim patch to get Sandata OH sync working with recent spec changes. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.2.4 and #minimumSuggestedVersionNumber to 2024.3.5. v2024.6.3.5115 2024-06-28: -SF: j3218 Split HHAeXchange export into "billable visits" and "missed visits" "schedules"/"details" options. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.2.3 and #minimumSuggestedVersionNumber to 2024.3.4. v2024.6.2.5112 2024-06-21: *COMPAT: Change #minimumCompatibleVersionNumber to 2024.2.1 and #minimumSuggestedVersionNumber to 2024.3.2. v2024.6.1.5110 2024-06-18: -SB: b380 Ensure DynamicSchedulingApplication is always in scope in the server process. v2024.6.0.5108 2024-06-14: -SB: b370 j3101 Fix possible RecordedTaskModel #shiftTimeInterval error printing Assignment Timesheet. -CB: j3160 Avoid possible address custom coordinates mismatch problem. -SI: j3107 Expand infrastructure for HHAeXchange MI. -WB: j3138 Correctly handle selected tabs in webApp Planner with discontinued services. -AF: j3210 Add agency preference for hiding serviceType on shifts in the mobile RCA. -SR: p351 Improve performance of pay/bill rule edits when there are large numbers of rules. -SR: j3181 Use improved PDF rendering for JotForm jobApplications. -SI: j3120 Streamline handling of tracked errors not requiring a debug dump. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.2 and #minimumSuggestedVersionNumber to 2024.3.1. v2024.5.3.5104 2024-06-07: *COMPAT: Change #minimumCompatibleVersionNumber to 2024.1.5 and #minimumSuggestedVersionNumber to 2024.2.5. v2024.5.2.5100 2024-05-31: -SB: j3179 Handle short Employee last names with spaces for Sandata DE. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.1.4 and #minimumSuggestedVersionNumber to 2024.2.4. v2024.5.1.5098 2024-05-24: *COMPAT: Change #minimumCompatibleVersionNumber to 2024.1.3 and #minimumSuggestedVersionNumber to 2024.2.3. v2024.5.0.5095 2024-05-17: -AR: j3118 Change API HTTP 4xx status code usage to be more consistent. -SF:,-WF: Indicate which tasks came from the shift when viewing an EVV event. -SF: j3125 Change prompts according to context when adding manual EVV for HHAeXchange. -SF: j3125 Fixes for splitting Schedule and EVV crossing midnight into two HHAeXchange unbillable reasons. -SF: j3111 j3125 Broader handling of contiguous "back-to-back" shifts. -SB: b370 Fix AssignmentTimesheet possible RecordedTaskModel does not understand #shiftTimeInterval error. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.1.2 and #minimumSuggestedVersionNumber to 2024.2.1. v2024.4.3.5091 2024-05-10: -SF: j3144 Truncate shifts ending at midnight to 11:59pm per HHAeXchange's new import limitation. -CF: j3144 j3125 Make EVV crossing midnight a new unbillable reason for HHAeXchange. *COMPAT: Change #minimumCompatibleVersionNumber to 2024.1 and #minimumSuggestedVersionNumber to 2024.2. v2024.4.2.5087 2024-05-03: -SF: j3129 Fix immediate problem of HHAeXchange no longer allowing a shift to end exactly at midnight. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.12.3 and #minimumSuggestedVersionNumber to 2024.1.5. v2024.4.1.5084 2024-04-26: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.12.2 and #minimumSuggestedVersionNumber to 2024.1.4. v2024.4.0.5081 2024-04-19: -CF: j3100 Add HIPAA warnings to Bulk Message, Action and Broadcast Message. -CI: p338 p339 Additional optimization and reporting of Windows resource usage by the winApp. -SF: j2251 Enhance ability to track server errors. -SI: j3009 j3010 Expand infrastructure for HHAeXchange MI. *SF: j3093 Fixes for shift times and midnight splits in HHAeXchange PA exports. *CF: j3094 New UI for selecting billing times for HHAeXchange PA exports. -CF: Display clock-in/out times to the second. *WF: j3112 Add and update help menu links on the webApp. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.12.1 and #minimumSuggestedVersionNumber to 2024.1.3. v2024.3.5.5075 2024-04-12: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.12 and #minimumSuggestedVersionNumber to 2024.1.2. v2024.3.4.5071 2024-04-05: *CB: p340 Check and warn when reaching Windows resource limits. -SF: j3050 Beta testing of server changes to the HHAExchangeV5 export. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.11.2 and #minimumSuggestedVersionNumber to 2024.1. v2024.3.2.5068 2024-03-29: -SF: Record timestamp of generating last HHAeXchange Export. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.11.1 and #minimumSuggestedVersionNumber to 2023.12.3. v2024.3.1.5063 2024-03-23: -AB: j3071 Fix problem creating APITelephonyEventModel for the mobile app. v2024.3.0.5062 2024-03-22: -SI: j2950 j2978 j3003 j3009 Start of HHAeXchange MI infrastructure. *WF: j2547 j3032 j3058 Assign Forward in the webApp. -AF: j2918 j2948 j3044 Update Facilities End-points Infrastructure. -AF: j3064 Medicaid Tasks for the RCA. -AF: j3063 Facilities Tasks refactoring for the RCA. *CI: p328 Improve resource usage when opening large numbers of windows. *SR: p332 Further improvements to planner refresh performance. *SR: p332 Improve scheduling performance by optimizing calculation of service status, pay/bill rates and durations. -SR: p331 Skip subsequent concurrent database snapshots. -SR: p330 Enhancements to CentralDispatch monitoring of server shutdowns. -SF: j3021 Add incant support to export an Action List as a csv file. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.11 and #minimumSuggestedVersionNumber to 2023.12.2. v2024.2.5.5055 2024-03-15: -SB: j3066 Eliminate superfluous Tellus sync activity due to change in their response. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.10.5 and #minimumSuggestedVersionNumber to 2023.12.1. v2024.2.4.5052 2024-03-08: -WB: j3038 Fix client autofill JotForm "NonBoolean receiver" bug. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.10.4 and #minimumSuggestedVersionNumber to 2023.12. v2024.2.3.5048 2024-03-01: *WR:,*AR: p328 Improve Agency Statistics widget and Franchise Overview Report performance. *SR: p332 Make improvement to planner refresh performance. -AR: Revise parameter handling for RCA bulk client requests. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.10.3 and #minimumSuggestedVersionNumber to 2023.11.2. v2024.2.2.5045 2024-02-28: -SF: Change window caption to 'EVV Configuration'. -AF: Ensure RCA knows when tasks can be logged on loose clock-outs. -AB: Fix parameter handling for RCA bulk client requests. -SB: b359 j3017 Fix telephony "application error has occurred" problems during task prompting or health survey entry. v2024.2.1.5043 2024-02-23: -AB: b360 Fix "CaregiverWorkFitnessSurvey does not understand #hasLogin" CMA problem. -AB: Fix order of clients/tasks/healthSurveyQuestions sent to mobile apps. -SR: Prevent facilities and offline mode from being enabled simultaneously. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.10.2 and #minimumSuggestedVersionNumber to 2023.11.1. v2024.2.0.5039 2024-02-16: *CF: j2911 EVV button on Client and CG profiles. *AF: j2907 Ignoring clock out lets CG clock out again. *CF: j659 j2987 Display Source of EVV Event in the view. Include in export. Add to list columns and filter options. *WF: j659 Add showing the EVV Event Source in the webApp. *AF: j2918 j2988 Update needed infrastructure for handling Facility Shifts by the RCA. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.10.1 and #minimumSuggestedVersionNumber to 2023.11. v2024.1.5.5032 2024-02-09: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.9.3 and #minimumSuggestedVersionNumber to 2023.10.5. v2024.1.4.5026 2024-02-02: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.9.2 and #minimumSuggestedVersionNumber to 2023.10.4. v2024.1.3.5020 2024-01-26: -SB: j2971 Fix possible problem with runaway cycle of doSandataSync tasks. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.9.1 and #minimumSuggestedVersionNumber to 2023.10.3. v2024.1.2.5014 2024-01-19: -SF: j2962 Change the server restartability metric for VA API activity. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.9 and #minimumSuggestedVersionNumber to 2023.10.2. v2024.1.1.5010 2024-01-13: -AF: j2904 Update last sign-in separately for each appType. *SF: j2794 Enhance Sandata auto-syncing infrastructure. *WF: j2925 Add option to autofill Client and Caregiver data into Forms. -AB: j2930 Ensure that Address Custom Coordinates override what's shown in the RCA. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.8.6 and #minimumSuggestedVersionNumber to 2023.10.1. v2023.12.3.5002 2024-01-05: -SF: j2927 Avoid Tellus/Netsmart's maintenance window Saturday night. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.8.5 and #minimumSuggestedVersionNumber to 2023.9.3. v2023.12.2.4996 2023-12-29: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.8.4 and #minimumSuggestedVersionNumber to 2023.9.2. v2023.12.1.4994 2023-12-22: -SB: j2772 Ensure Sandata sync status window retains the shifts of interest in memory (again). *COMPAT: Change #minimumCompatibleVersionNumber to 2023.8.3 and #minimumSuggestedVersionNumber to 2023.9.1. v2023.12.0.4990 2023-12-15: -SB: b285 Include reporting on 'Downstream Carrier Error' from texting. -SB: j2858 p314 p321 Fix possible problem with persisting shift flags. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.8.2 and #minimumSuggestedVersionNumber to 2023.9. v2023.11.2.4988 2023-12-08: -SB: j2770 Fix some minor update issues with changing between Person and Company. -SB: j2772 Ensure Sandata sync status window retains the shifts of interest in memory. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.8.1 and #minimumSuggestedVersionNumber to 2023.8.6. v2023.11.1.4982 2023-12-01: -SF: j2888 Ignore the newly added unused Tellus #RevenueCode field. -SF: j2873 Add new HHAexchange PA reason code for "Clock-in Start Date does not match Visit Date". -SR: j2770 Allow changing a "[no name]" between Person and Company. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.7.4 and #minimumSuggestedVersionNumber to 2023.8.5. v2023.11.0.4978 2023-11-24: -AR: j2714 j2864 Cleanup of API support for the RCA. *WF: j2831 WebApp TelephonyEvents include tasks-entered string and header, with possible CarePlan link. -WB: b335 Fix bug going from winApp to webApp on telephony event list with #none filter selected. -SB: b339 Fix error Medicaid syncing for agencies without Medicaid exception codes. -SB: b342 Fix error recovering system memory with Tellus sync shift list window open. *SF,-AF: j2770 Prevent deleting Employee Leads. Add API support for previously deleted leads. *SF j2770 Prevent blanking a person's name, but don't block their deletion if that's all they have. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.7.3 and #minimumSuggestedVersionNumber to 2023.8.4. v2023.10.5.4973 2023-11-17: -SB: j2848 Prevent shifts with a reason code billing from shift times from syncing with EVV times selected. -SF: Add #1234 to the list of known Tellus error codes. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.7.2 and #minimumSuggestedVersionNumber to 2023.8.3. v2023.10.4.4969 2023-11-10: -SB: j2857 Don't attempt to link a RecordedTask to a SkillTask. -AF: j2864 Include shiftID on TelephonyEventModels sent to the RCA. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.7 and #minimumSuggestedVersionNumber to 2023.8.2. v2023.10.3.4966 2023-11-03: -AR: Require EVV tasks to have a value given for completed -- only comments are optional. -WF: j2823 Show comments in views of shift tasks in the webApp. Also show event source of "mobile" or "offline mode", if not "telephony". -SF: j2597 Extend default timeout to 10 minutes for Sandata sync. -SF: j2838 Allow new payerID '62527' for FL HHAeXchange. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.6.2 and #minimumSuggestedVersionNumber to 2023.8.1. v2023.10.2.4964 2023-10-27: -AB: j2814 Fix regression in the ordering of Tasks in the CMA. -SB: j2780 Have the RCA treat ignored clock-ins as being not there. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.6.1 and #minimumSuggestedVersionNumber to 2023.7.4. v2023.10.1.4960 2023-10-21: -AB: j2814 Fix CaregiverWorkFitnessSurvey does not understand #shiftAndEVVTasks error. v2023.10.0.4959 2023-10-20: *AF: j2714 j2718 j2724 j2760 j2763 Expand server support for the new Rosemark Caregiver App (RCA). *CF: j2691 Add client filter on Pre-Claim List shell. *CF: j2692 Add customer filter on Invoice List shell. *SF: j2807 Update Sandata DE payers and procedure codes, spec v1.6. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.6 and #minimumSuggestedVersionNumber to 2023.7.3. v2023.9.3.4956 2023-10-13: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.5.3 and #minimumSuggestedVersionNumber to 2023.7.2. v2023.9.2.4951 2023-10-06: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.5.2 and #minimumSuggestedVersionNumber to 2023.7. v2023.9.1.4948 2023-09-29: -SB: Include checking for #UNBL tellusSyncedVisitStatus in shouldIgnoreTellusInvalidShiftDueToDuplicateCompletion:. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.5.1 and #minimumSuggestedVersionNumber to 2023.6.2. v2023.9.0.4942 2023-09-22: *SF: j2505 j2702 Enhance process of Sandata syncing to lessen interfere with other Rosemark activities. -SB: j2690 Backdate following Medicaid pre-claim when deleting an empty one. Optimize needed recalculations. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.5 and #minimumSuggestedVersionNumber to 2023.6.1. v2023.8.6.4938 2023-09-15: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.4.4 and #minimumSuggestedVersionNumber to 2023.6. v2023.8.5.4933 2023-09-08: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.4.3 and #minimumSuggestedVersionNumber to 2023.5.3. v2023.8.4.4928 2023-09-01: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.4.2 and #minimumSuggestedVersionNumber to 2023.5.2. v2023.8.3.4925 2023-08-25: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.4.1 and #minimumSuggestedVersionNumber to 2023.5.1. v2023.8.2.4920 2023-08-18: -SB: j2696 Fix possible slowness of initializing document lists. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.4 and #minimumSuggestedVersionNumber to 2023.5. v2023.8.1.4918 2023-08-12: -VW: Rebuild to correct Documents list performance issue. v2023.8.0.4917 2023-08-11: *AF j2124 j2653 j2676 Expand API and infrastructure to support push notifications for the forthcoming new Caregiver Mobile Application. -SF: j2642 Add 'promptCaregiversForMissingEVV' preference for new CMA. -SB: b285 Add "Toll-Free Number Has Not Been Verified" to known error codes. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.3.5 and #minimumSuggestedVersionNumber to 2023.4.4. v2023.7.4.4912 2023-08-04: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.3.4 and #minimumSuggestedVersionNumber to 2023.4.3. v2023.7.3.4907 2023-07-28: -SB: Retain #wasCallFromClientPhoneIfTelephony for incants. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.3.3 and #minimumSuggestedVersionNumber to 2023.4.2. v2023.7.2.4901 2023-07-21: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.3.2 and #minimumSuggestedVersionNumber to 2023.4.1. v2023.7.1.4898 2023-07-16: -VW: Rebuild to correct Documents list performance issue. v2023.7.0.4897 2023-07-14: -SB: j2595 Enhancements to what services are included in Medicaid Pre-Claims. -CR: p276 Clarify decimal precisions by using #roundToScale:. -SF: j2626 Include possibly showing Tellus and ProviderOne on ServiceTypeListShell details. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.3.1 and #minimumSuggestedVersionNumber to 2023.4. v2023.6.2.4893 2023-07-07: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.3 and #minimumSuggestedVersionNumber to 2023.3.5. v2023.6.1.4890 2023-06-30: -WB: j2616 Hide default pay rates in webApp from no-payroll users. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.2.3 and #minimumSuggestedVersionNumber to 2023.3.4. v2023.6.0.4887 2023-06-23: -CR:,-WR: 2572 Further enhancements to marking a Caregiver Applicant "closed". -SF: 2556 j2584 Better, more efficient, caching of possible travel routes between clients. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.2.2 and #minimumSuggestedVersionNumber to 2023.3.3. v2023.5.3.4883 2023-06-16: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.2 and #minimumSuggestedVersionNumber to 2023.3.2. v2023.5.2.4879 2023-06-09: -SR: Add medicaid numbers by default to medicaid-only EVVReporter export incants. -SR: j2540 Rename of non-invoiced customers for CuS1846. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.1.3 and #minimumSuggestedVersionNumber to 2023.3.1. v2023.5.1.4873 2023-06-02: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.1.2 and #minimumSuggestedVersionNumber to 2023.3. v2023.5.0.4870 2023-05-26: -SCHEMA 453: Add ClientLead.createdDateAndTime and EmployeeHR.rehireDate. -SCHEMA 454: Add NoHireIndicatorType and default system list. -SCHEMA 455: Add EmployeeLead and Employee.lead. -SCHEMA 456: Add 'New [Caregiver] Lead' actionType using caregiverRoleNameOverride. *SF 1972 2553 Add additional support for tracking leads/applicants for new Caregivers. *CF 1974 2517 2521 Split Caregiver Payroll tab (including Medicaid) off the HR tab. Add Applicant section and Rehire Date to the HR tab. *WF 1975 2558 And the same for the webApp. *CF: 2518 Additional workflow for closing out an applicant caregiver. *AF: 1973 1976 2552 Add new API connection to accept Employee Leads from Visiting Angels. *CF:,*WF 2559 2560 Display of additional details on Visiting Angels employee leads. *COMPAT: Change #minimumCompatibleVersionNumber to 2023.1.1 and #minimumSuggestedVersionNumber to 2023.2.3. v2023.4.4.4862 2023-05-19: *COMPAT: Change #minimumCompatibleVersionNumber to 2023.1 and #minimumSuggestedVersionNumber to 2023.2.2. v2023.4.3.4856 2023-05-12: -SF: j2541 Add 9 new fields to ProviderOne export per revised spec. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.12.3 and #minimumSuggestedVersionNumber to 2023.2. v2023.4.2.4852 2023-05-05: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.12.2 and #minimumSuggestedVersionNumber to 2023.1.3. v2023.4.1.4848 2023-04-28: -WB: j2522 Allow jobApp session and webApp cookie-based session to coexist in browser. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.12.1 and #minimumSuggestedVersionNumber to 2023.1.2. v2023.4.0.4844 2023-04-21: *WF: p251 Better webApp session security utilizing session cookies. *SF: j2303 Paychex export option for single row totals on caregiver mileage and travel mileage. -SF: j2446 Add CMA error message trying to add tasks to a shift before clocking in. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.12 and #minimumSuggestedVersionNumber to 2023.1.1. v2023.3.5.4840 2023-04-14: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.11.6 and #minimumSuggestedVersionNumber to 2023.1. v2023.3.4.4836 2023-04-07: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.11.5 and #minimumSuggestedVersionNumber to 2022.12.3. v2023.3.3.4833 2023-03-31: -SB: Add missing EVVReporter>>reportBillingSelectionFor:during: incant (take 2). *COMPAT: Change #minimumCompatibleVersionNumber to 2022.11.4 and #minimumSuggestedVersionNumber to 2022.12.2. v2023.3.2.4827 2023-03-24: -SB: Add missing EVVReporter>>reportBillingSelectionFor:during: incant. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.11.2 and #minimumSuggestedVersionNumber to 2022.12.1. v2023.3.1.4822 2023-03-17: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.11 and #minimumSuggestedVersionNumber to 2022.12. v2023.3.0.4819 2023-03-10: -SF: j2394 j2411 j2412 Support transition of Tellus to new SFTP GovCloud servers. -SF: j2432 Enhance EVVReporter incant for schedule vs. EVV duration units. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.10.5 and #minimumSuggestedVersionNumber to 2022.11.6. v2023.2.3.4814 2023-03-03: -SF: Skip automatic Tellus sync during maintenance window the night of 3/04/2023. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.10.4 and #minimumSuggestedVersionNumber to 2022.11.5. v2023.2.2.4811 2023-02-26: -DB: j2363 Fixes to incant for closing-out inquiry clients. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.10.3 and #minimumSuggestedVersionNumber to 2022.11.4. v2023.2.0.4807 2023-02-17: -DB: j2326 Further safety restrictions on allowing external communication from development environment. -DF: j2363 Support incant for closing-out inquiry clients. -SF: j2337 Initial support of TelephonyEvent note field as SandataOpenShift Memo for MO DDD progress notes. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.10.2 and #minimumSuggestedVersionNumber to 2022.11.2. v2023.1.3.4802 2023-02-10: -WB: j2263 b272 Fix possible webApp error with filtered telephony event list. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.10.1 and #minimumSuggestedVersionNumber to 2022.11. v2023.1.2.4798 2023-02-03: -DB: p225 Have CD ServerMonitor>>onStatusChangeFrom: trigger #cachingDone. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.10 and #minimumSuggestedVersionNumber to 2022.10.5. v2023.1.1.4792 2023-01-27: -SF: j2349 Better logging of current central_dispatch timeout monitoring. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.9.2 and #minimumSuggestedVersionNumber to 2022.10.4. v2023.1.0.4787 2023-01-20: -CF: j2300 j2338 Make next medicaid preclaim number not editable. Force new winApp for preclaim creation. -SF: j2246 j2295 Some updates to Sandata DE interface. -SB: j2297 Fix error related to Sandata OH synced shifts and cancellations. -SF: j966 p225 Updates to direct-channel mode of ServerMonitor -- ready for beta testing. -SF: j2325 Ensure reasonMemos for ShiftMedicaidVisitChanges aren't too long. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.9.1 and #minimumSuggestedVersionNumber to 2022.10.3. v2022.12.3.4780 2023-01-13: -SB: j2322 Prevent a service from being deleted that has a client-visited facility shift. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.9 and #minimumSuggestedVersionNumber to 2022.10.2. v2022.12.2.4775 2023-01-06: -SB: j2305 Fix possible problem with deactivating a Task. -SB: j2300 Make #nextMedicaidPreClaimNumber 8 digits. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.8.3 and #minimumSuggestedVersionNumber to 2022.10.1. v2022.12.1.4773 2022-12-30: -SF: Update JotFormInterface to use HIPAA url. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.8.2 and #minimumSuggestedVersionNumber to 2022.10. v2022.12.0.4771 2022-12-23: -SB: j2225 Enhance error reporting for Sandata open states. -SF: j2183 Make Care Plans (Tasks) only visible within the CMA after the shift starts. *SF: j2206 j2255 Allow JotForm code to handle two forms folders for HIPAA and non-HIPAA. -SB: j2258 Increase database performance for Tellus and SandataOpen states. -SCHEMA 451: Add indexes for TellusShift and 9 SandataOpen... tables. -SCHEMA 452: Remove unused SchedulingSystem.sandataOHDeletedShifts. *CF: j2195 j2238 j2239 j2240 j2241 j2244 j2245 j2246 j2274 j2275 j2279 j2283 Do Sandata integration for Delaware. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.8.1 and #minimumSuggestedVersionNumber to 2022.9.2. v2022.11.6.4765 2022-12-16: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.8 and #minimumSuggestedVersionNumber to 2022.9.1. v2022.11.5.4760 2022-12-09: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.7.3 and #minimumSuggestedVersionNumber to 2022.9. v2022.11.4.4756 2022-12-02: -SF: j2232 Experimental speedup of opening Create Invoices for CuS1846. -SI: j2206 Support use of HIPAA compliant forms with second jotForm account. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.7.2 and #minimumSuggestedVersionNumber to 2022.8.3. v2022.11.3.4751 2022-11-26: -SB: j2250 Include missing #shouldShowZeroUnits method. v2022.11.2.4750 2022-11-25: -WF: j2227 Open system-wide health survey list for just today by default. -SB: j2201 Don't include zero value travelTime records in Paychex export, which they can't handle. -SI: j2232 Performance improvement for Create Invoices -- don't include PO's with un-invoiceable customers. -SB: j2217 Fix message for jotForm error when retrieving a job application. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.7.1 and #minimumSuggestedVersionNumber to 2022.8.2. v2022.11.1.4747 2022-11-21: -SB: j2225 Eliminate 'Nested "data" fields in Sandata respone' error. v2022.11.0.4745 2022-11-18: *WF: j1962 j1963 Add caregiver emergency contact to webApp. -SB: j2153 Fix MO Sandata errors caused by non-applicable ResolutionCode. -SF: j2167 Add preference #hhaExchangeCaregiverGender for use in the HHAeXchange v5 export. *WF: j2077 Add EVV Duration field to shifts in webApp. -SF: Improve error message when importing a non-applicable enumerated value. -CI: p183 Allow adding proxy for pharo server in central_dispatch UI. -WB: j2164 Fix the link to "Customer Center" from the webApp. -SF: j2101 Auto-delete Sandata transactions stuck in-process for more than 48 hours so they may be re-sent. -SB: j2212 Prevent support from inadvertently changing the SandataState configuration. -SB: j2217 Give useful message on jotForm error retrieving a job application. -SI: j2183 Add #isCarePlanVisibleBeforeShiftStarts preference for forthcoming CMA feature. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.7 and #minimumSuggestedVersionNumber to 2022.8.1. v2022.10.5.4740 2022-11-11: -SB: j975 j2172 j2196 Handle Sandata rejecting all entities and not providing a transaction ID. -SB: j1825 Prevent uncanceling a shift once the cancellation has been sent to Tellus. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.6.6 and #minimumSuggestedVersionNumber to 2022.8. v2022.10.4.4737 2022-11-04: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.6.4 and #minimumSuggestedVersionNumber to 2022.7.3. v2022.10.3.4733 2022-10-28: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.6.3 and #minimumSuggestedVersionNumber to 2022.7.2. v2022.10.2.4728 2022-10-21: -SB: j2155 Fix fatal server error from MapQuest geocoding of certain malformed addresses. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.6.1 and #minimumSuggestedVersionNumber to 2022.7.1. v2022.10.1.4725 2022-10-14: -SB: Fix Sandata Shifts no longer "Up to Date" due merely to no-longer included fields. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.6 and #minimumSuggestedVersionNumber to 2022.7. v2022.10.0.4722 2022-10-07: -SF: j2104 Infrastructure to support resending transactions lost by Sandata. -SB: j2108 Don't persist Sandata fields not included in the sync. -SF: j2105 Allow sending more transactions to Sandata while awaiting previous results. *SF: j1943 Include syncing of client birthDate -- required for Sandata MO. -SCHEMA 450: Add SandataOpenClient .sdBirthDate and .sdCoordinator. Add SandataOpenEmployee .sdEndDate and .sdManagerEmail. -SF: j2055 Don't persist a record of syncing entities that Sandata failed to process. -WR: j2034 Improve server logging of webApp EVV Event list filtering. -SB: j2135 Fix "Key not found: #dollarsPaid" error on Payer Source Report. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.5.3 and #minimumSuggestedVersionNumber to 2022.6.6. v2022.9.2.4718 2022-09-30: -SF: j2113 Suspend Tellus syncing during their 10/1 planned maintenance outage. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.5.2 and #minimumSuggestedVersionNumber to 2022.6.4. v2022.9.1.4715 2022-09-23: -SB: j2093 Fix problem with having Sandata serviceTypes without globally enabling Sandata. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.5.1 and #minimumSuggestedVersionNumber to 2022.6.3. v2022.9.0.4709 2022-09-16: *CF: j1959 j2039 Emergency Contact for Caregivers. -SCHEMA 449: Add EmployeeHR.emergencyContactName, .emergencyContactPhone, .emergencyContactRelationship. *SF: j1947 Prevent entry of duplicate SocialSecurityNumbers. -WI: j2030 Better logging for Filter Shift List in the webApp. -SR: j1946 Various cleanup of Sandata procedure codes. -SF: j2019 j2020 Improve performance of sandataPotentialSyncableEntities. *CF: j1968 j2063 Add "EVV: Hours" to individual shift Summary tab. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.5 and #minimumSuggestedVersionNumber to 2022.6.2. v2022.8.3.4704 2022-09-09: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.4.3 and #minimumSuggestedVersionNumber to 2022.6. v2022.8.2.4702 2022-09-02: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.4.2 and #minimumSuggestedVersionNumber to 2022.5.3. v2022.8.1.4698 2022-08-26: -WB: Fix DNU #isHomePage opening recently removed shift in the webApp. -SF: Extend CD timeout duration for CuS2073. -SB:,VW: p200 Fix possible DNU #throughDate error. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.4.1 and #minimumSuggestedVersionNumber to 2022.5.2. v2022.8.0.4693 2022-08-19: -SF: j1771 Database snapshot options for Shoshana Customer Care's incants. -WF: j1957 Miscellaneous improvements to webApp Shift List. -SB: j1753 j1950 j1951 j1966 j1998 Various HHAeXchange v5 export fixes. -SF: j2035 Include active-no-times services in Report Hours by Service. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.4 and #minimumSuggestedVersionNumber to 2022.5.1. v2022.7.3.4687 2022-08-12: -SF: j2002 Add #1231 to the list of known Tellus error codes. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.3.4 and #minimumSuggestedVersionNumber to 2022.5. v2022.7.2.4683 2022-08-05: -WB: j1967 Fix error when continuing in webApp after logging out of linked winApp. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.3.3 and #minimumSuggestedVersionNumber to 2022.4.3. v2022.7.1.4681 2022-07-29: -SB: j1919 j1970 Fix unexpected "reason code needed" on non-PA Sandata up-to-date shifts. -SF: Extend CD timeout duration for CuS1999. -SB: j1753 Modify what's used for shift "Schedule Start/End" times in HHAeXchange v5 export. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.3.2 and #minimumSuggestedVersionNumber to 2022.4.2. v2022.7.0.4679 2022-07-22: -SF: j1810 j1860 j1863 j1879 j1890 j1896 j1919 j1929 j1932 Infrastructure for Sandata PA recertification. -SCHEMA 447: Add SandataOpenEVVEvent.sdVisitLocationType. Populate existing PA instances with '1'. -WF: j1840 Add client and caregiver filters to webApp shift list. -WF: j1895 Add facilities (if enabled) to webApp shift list. -TEL: j1798 Limit on entry of invalid caregiver-numbers to curtail Telephony Spam calls. -SCHEMA 448: Make all SandataOpenEVVEvents use the new expected resolution code '1' and not 'A'. -SF: j1671 Handle SSN field validation for JotForm jobApp submissions. -SF: j1885 j1888 j1900 j1928 j1933 Additional infrastructure for HHAeXchange v5. -CB: Fix possible DNU #height winApp error adding new Client. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.3.1 and #minimumSuggestedVersionNumber to 2022.4.1. v2022.6.6.4673 2022-07-15: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.3 and #minimumSuggestedVersionNumber to 2022.4. v2022.6.5.4668 2022-07-09: -SB: j1930 Handle linked Manual EVV Events properly when splitting a shift. v2022.6.4.4667 2022-07-08: -SB: j1901 Allow unlinking of EVV events from synced Sandata shifts for closed states. -SB: j1901 Allow importing Sandata EVV events when a shift already has a linked event. -SF: j1917 Include Manual EVV Event type in HHAeXchange v5 export. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.2.3 and #minimumSuggestedVersionNumber to 2022.3.4. v2022.6.3.4662 2022-07-01: -SB: j1902 Fix FilterableShiftListPortal DNU #openClientMatch error of new shift list. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.2.2 and #minimumSuggestedVersionNumber to 2022.3.3. v2022.6.2.4657 2022-06-24: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.2.1 and #minimumSuggestedVersionNumber to 2022.3.2. v2022.6.1.4653 2022-06-21: *CB: j1873 Fix ServiceTypeItemChoiceModel error opening shift list on Client Planner. v2022.6.0.4651 2022-06-17: *CF: j1790 j1800 j1802 j1803 j1822 j1823 j1835 j1854 j1858 Filtering shift lists by client and/or service type. -WF: j1776 Have webApp default to verifying a shift complete when linking EVV. -SB: j1833 Update #useCount of MedicaidVisitException when a shift is deleted. -CF: j1829 j1855 Handle HHAeXchange rules for billing by EVV or shift times. *SF: j1694 j1717 j1725 j1753 Support creating v5 exports for HHAeXchange. -SF: j1848 Add #791 to the list of known Tellus error codes. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.2 and #minimumSuggestedVersionNumber to 2022.3.1. v2022.5.3.4642 2022-06-10: -SB: j1847 Handle Tellus sending 'null' as a type code on fields. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.1.4 and #minimumSuggestedVersionNumber to 2022.3. v2022.5.2.4637 2022-06-03: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.1.3 and #minimumSuggestedVersionNumber to 2022.2.3. v2022.5.1.4633 2022-05-27: -SB: Fix possible "UndefinedObject does not understand #ifNotEmpty:" error on Shift list. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.1.2 and #minimumSuggestedVersionNumber to 2022.2.2. v2022.5.0.4630 2022-05-20: -SF: j1538 j1669 j1674 j1725 j1768 Additional infrastructure for HHAeXchange v5. -SF: j488 j1652 j1712 j1765 Additional infrastructure for filtering shift list by service type, etc. -SF: p146 Interpret dates entered with 2-digit years as 1940...2039. -SB: j1762 j1763 Eliminate rare possibility of unwanted updates to external systems while testing a database. -SF: Extend CD timeout duration for CuS1505. *COMPAT: Change #minimumCompatibleVersionNumber to 2022.1.1 and #minimumSuggestedVersionNumber to 2022.2.1. v2022.4.3.4626 2022-05-13: *COMPAT: Change #minimumCompatibleVersionNumber to 2022.1 and #minimumSuggestedVersionNumber to 2022.2. v2022.4.2.4620 2022-05-06: -SB: j1761 Handle Tellus sending 'undefined' as a type code on fields. -SR: j1764 Don't require or include Program on TellusShift -- they now ignore the field. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.12.4 and #minimumSuggestedVersionNumber to 2022.1.4. v2022.4.1.4615 2022-04-29: -SF: Extend CD timeout duration for CuS1371. -SB: Speed up opening of Tellus pre-claims. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.12.3 and #minimumSuggestedVersionNumber to 2022.1.3. v2022.4.0.4611 2022-04-22: -SF: j1634 Get confirmation before creating a new customer while adding a PO. -SF: j1412 Prevent birthdates on clients and caregivers in the future. -SR: j1538 j1666 j1669 j1674 j1681 j1725 Begin infrastructure changes for HHAeXchange v5. -SR: j488 j1652 j1728 j1730 Begin infrastructure changes for filtering shift list by service type. -SF: j1626 j1716 j1718 Prevent zero and negative values for height in client condition. -SB: j1698 Prevent modifying caregiver's username if they've been synced to Sandata. -SB: b248 j1696 Fix two Tellus shift "Non-missed visit reason code" issues. -AF: j1683 Fix for CMA shift display of local vs agency time. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.12.2 and #minimumSuggestedVersionNumber to 2022.1.2. v2022.3.4.4605 2022-04-15: *COMPAT: Change #minimumCompatibleVersionNumber to 2021.12 and #minimumSuggestedVersionNumber to 2022.1.1. v2022.3.3.4600 2022-04-08: *COMPAT: Change #minimumCompatibleVersionNumber to 2021.11.6 and #minimumSuggestedVersionNumber to 2022.1. v2022.3.2.4595 2022-04-01: *COMPAT: Change #minimumCompatibleVersionNumber to 2021.11.3 and #minimumSuggestedVersionNumber to 2021.12.4. v2022.3.1.4590 2022-03-25: -SF: Add #1237 to the list of known Tellus error codes. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.11.2 and #minimumSuggestedVersionNumber to 2021.12.3. v2022.3.0.4585 2022-03-18: -SF: j624 Add preference to disallow entry of duplicate Medicaid/Medicare numbers. -SB: b242 Prevent possibly adding ShiftMedicaidVisitChange without a reason code. -SF: j1414 Prevent entry of authorized hours over what is feasible. -SR: j1211 Better handling of long address lines in Sandata OH validation. -SF: j1413 Prevent zero or negative entries for weight on client profile. -SF: j1603 Sort payroll reports by SSN when caregivers have the same name. -SF: j1633 Allow coding Mileage and TravelMileage separately on Paychex exports. -SB: j1646 Handle unknown HTTP requests more gracefully. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.11 and #minimumSuggestedVersionNumber to 2021.12.2. v2022.2.3.4580 2022-03-11: -SR: j1592 Ensure offline EVV events show a zero duration. -SB: j1608 Fix new issue of in-process Sandata sync not getting re-checked after a timeout. -SF: Extend CD timeout duration for CuS1623. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.10.4 and #minimumSuggestedVersionNumber to 2021.12. v2022.2.2.4574 2022-03-04: -SB: j1600 Fix issue where some Telephony events on Medicaid shifts may have extremely long call durations. -SB: Fix issue with duplicate Medicaid number check with Sandata syncing. -SF: Add #1232 to the list of known Tellus error codes. -SB: j1608 Fix a new issue where shifts sent to Sandata couldn't be accessed after a server restart. -SF: Extend CD timeout duration for CuS1872. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.10.3 and #minimumSuggestedVersionNumber to 2021.11.6. v2022.2.1.4568 2022-02-25: -SB: b241 Fix compatibility error applying changes to Medicaid Exception Resolutions. -SB: j1575 Fix issue with sending shift tasks to Sandata. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.10.1 and #minimumSuggestedVersionNumber to 2021.11.3. v2022.2.0.4565 2022-02-18: -SCHEMA 443: Add default MedicaidExceptionCode 'Use Shift Times' to all Sandata open states (and OH). Add index on Address.person. -SCHEMA 444: Subclass InProcessSandataTransaction into InProcessSandata{OH|Open}Transaction -SCHEMA 445: Rename SchedulingSystem.tellusChangedShifts to .medicaidChangedShifts. *CF: j1331 j1509 Add option to select "shift times" rather than default "EVV times" for Sandata billing. -SB: j1577 Don't include payer information on Sandata MO synced client. -SCHEMA 446: Add (currently unused) InProcessSandataTransaction.createdDateAndTime. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.10 and #minimumSuggestedVersionNumber to 2021.11.2. v2022.1.4.4558 2022-02-11: -SF: j1578 Make medicaidPreClaimListDefaultDateIntervalLength a preference. -SB: j1560 Correctly handle procedureCode modifiers in Provider One exports. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.9.5 and #minimumSuggestedVersionNumber to 2021.11. v2022.1.3.4553 2022-02-04: *COMPAT: Change #minimumCompatibleVersionNumber to 2021.9.4 and #minimumSuggestedVersionNumber to 2021.10.4. v2022.1.2.4546 2022-01-28: -SR: b237 Better error reporting when Sandata responds with null "data". *COMPAT: Change #minimumCompatibleVersionNumber to 2021.9.3 and #minimumSuggestedVersionNumber to 2021.10.3. v2022.1.1.4543 2022-01-21: *COMPAT: Change #minimumCompatibleVersionNumber to 2021.9.2 and #minimumSuggestedVersionNumber to 2021.10.1. v2022.1.0.4538 2022-01-14: *CF: j1467 j1484 Add "Shoshana Payment Portal" to the winApp Help menu. *SF: j1158 j1430 Make auto-syncing for Sandata more robust. *SF: j1499 j1500 Relax validation of Medicaid visit change reason memos and handle newlines. -SF: j1452 j1453 j1464 j1466 j1470 j1473 j1474 j1477 j1491 Further CMA Offline mode enhancements. -CF: j1478 Allow import/export of caregiver #medicaidRegistrationID and #professionalLicenseNumber. -SB: j1494 Fix error creating Action for bulk message send with only subject. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.9.1 and #minimumSuggestedVersionNumber to 2021.10. v2021.12.4.4534 2022-01-07: -SB: Allow a couple of additional special characters in Sandata changeReasonMemos. -SB: Acknowledge 3 new fields Tellus added without notification. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.9 and #minimumSuggestedVersionNumber to 2021.9.5. v2021.12.3.4529 2021-12-31: -SB: j1476 Fix gratuitous "Sandata Shift has been changed" from inclusion of tasks. -SF: Wait up to 48 hours (instead of 24) for visit results from Tellus. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.8.3 and #minimumSuggestedVersionNumber to 2021.9.4. v2021.12.2.4525 2021-12-24: -SB: j1472 Give priority to utilizing a recorded telephonyEventTask over an unrecorded shiftTask. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.8.2 and #minimumSuggestedVersionNumber to 2021.9.3. v2021.12.1.4520 2021-12-18: -SB: b226 Fix "RosemarkPreferenceManager DNU #isOpenSandataState" error trying to link EVV. v2021.12.0.4519 2021-12-17: -SF: j1230 j1349 j1353 j1391 j1392 Additional server updates for CMA offline mode. -SF: j1389 j1422 j1415 Further support for single Medicaid provider ID over multiple databases. -SF: j1443 Add preference to use care plan for Medicaid task list. -SB: j1310 Don't allow linking a manual event to a shift other than the one for which it was created. -SF: j1449 Allow option of Central Time for Sandata IN. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.8.1 and #minimumSuggestedVersionNumber to 2021.9.2. v2021.11.6.4512 2021-12-11: -CB: Correctly combine v2021.11.3, .4 and .5 patches in the winApp. v2021.11.5.4511 2021-12-10: -SF: No longer warn select non-rc users to update as we're now transitioning in general. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.8 and #minimumSuggestedVersionNumber to 2021.9.1. v2021.11.4.4506 2021-12-06: -SB: Fix default for caregiver/client OtherID for Sandata MO. -SR: Allow single quotes and hyphens in Sandata MO changeReasonMemo. -SF: Add "Sandata Shift needs completed task(s)" as a common shift validation problem. v2021.11.3.4504 2021-12-03: -SB: j1342 Make the migration process safer when converting services to MO Sandata. -SF: j1415 Add sandataShiftIDsUseAccountNumberPrefix preference for Missouri. -SF: Add medicaidRegistrationID and professionalLicenseNumber as options for MO Sandata employeeID. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.7.3 and #minimumSuggestedVersionNumber to 2021.9. v2021.11.2.4498 2021-11-26: -SR: j1218 Add "Agency #" and "Date Interval" to Authorized vs Provided Hours report headers. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.7.2 and #minimumSuggestedVersionNumber to 2021.8.3. v2021.11.1.4496 2021-11-24: -CB: j1410 Fix winApp NotMedicaidState DNU #isOpenSandataState error. v2021.11.0.4492 2021-11-19: *AF: j1218 Release of Authorized vs. Provided Hours report on Report Hub. *SF: j1362 j1376 Identify "TRAVEL TIME" line items in Paychex export. *SF: j1355 j1358 j1396 Activation of Sandata MO syncing. *AF: j1202 j1203 j1230 j1349 j1361 j1366 j1387 j1392 j1406 Additional infrastructure for CMA offline mode, including notifications and pending actions. -SR: j1367 Remove deprecated Rosemark Community link from the "My Rosemark" menu. -SB: j1386 Eliminate source of prevalent timeout errors retrieving Tellus sync results. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.7.1 and #minimumSuggestedVersionNumber to 2021.8.2. v2021.10.4.4486 2021-11-12: *COMPAT: Change #minimumCompatibleVersionNumber to 2021.7 and #minimumSuggestedVersionNumber to 2021.8.1. v2021.10.3.4480 2021-11-05: *COMPAT: Change #minimumCompatibleVersionNumber to 2021.6.4 and #minimumSuggestedVersionNumber to 2021.8. v2021.10.2.4475 2021-10-31: -SB: j1373 j1374 Fix new "SSWDBDeletedObject does not understand" error accessing certain medicaid shifts. v2021.10.1.4474 2021-10-29: -DB: Allow mass server incants from a D7.0 development image. -SR: Only return a list of Medicaid tasks in Missouri if the shift's service is for Sandata. -SB: Prevent deleting/deactivating Medicaid skills/tasks (or their category) if the name is frozen. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.6.3 and #minimumSuggestedVersionNumber to 2021.7.3. v2021.10.0.4467 2021-10-23: *SF: j1299 j1300 j1324 j1325 j1326 j1337 j1341 j1342 j1344 Add Sandata syncing for state of Missouri. -SCHEMA 439: Add SandataOpenTask and SandataOpenShift.sdVisitTasks. -SCHEMA 440: Update Medicaid Exception and Reason Code lists for Sandata MO agencies. -SCHEMA 442: Add state specific lists of tasks to Sandata MO agencies. *SF: j1193 j1209 Show HHAX reason codes even without manual events on task report. *SF: j1202 j1222 j1223 j1251 j1282 j1307 j1311 j1332 j1336 j1347 j1361 Additional infrastructure for CMA offline mode. -AF: j610 j1356 Better FTEReport on dashboard input validation. -SB: j1334 Fix Tellus syncing error due to agency EIN configuration. -SF: j1315 Encourage users of non-rc winApp to update now that "invalid cursor handle" error is fixed. -SR: j1314 Enforce valid staff email address for adding Medicaid reason codes to a shift. -SCHEMA 441: Change sandataEmployeeIDSource preference default from caregiverNumber to databaseID. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.6.1 and #minimumSuggestedVersionNumber to 2021.7.2. v2021.9.5.4461 2021-10-15: -SB: Don't indicate a sandataBillingOrSyncProblem if a shift has been recently removed. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.6 and #minimumSuggestedVersionNumber to 2021.7.1. v2021.9.4.4456 2021-10-08: -SF: Start requiring Memos on certain MO ReasonCodes. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.5.5 and #minimumSuggestedVersionNumber to 2021.7. v2021.9.3.4450 2021-10-01: -SB: j1327 Fix error that might arise opening Sandata shifts list with invalid or missing fields. -SB: Fix problem sending canceled shifts to Sandata. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.5.4 and #minimumSuggestedVersionNumber to 2021.6.4. v2021.9.2.4443 2021-09-24: -SB: Fix to allow GA staff to still set their email, even if they previously canceled shifts giving a reason code. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.5.3 and #minimumSuggestedVersionNumber to 2021.6.3. v2021.9.1.4440 2021-09-17: -WF: j1297 Add option for Rosemark to skip rendering a redundant logo on jobApp. -SB: Allow GA staff to still set their email, even if they previously canceled shifts giving a reason code. -SB: j1219 Add 'Agency' to Loss Indicator Report headers. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.5.2 and #minimumSuggestedVersionNumber to 2021.6.2. v2021.9.0.4437 2021-09-10: -SF: j1182 Include total row and column in Loss Indicator Report. -SF: j1244 Updates to CO Sandata specification -- contextual Reason Codes for Location Exceptions. -SF: j1238 Debug logging for server performance. -CB: j1133 Eliminate "invalid cursor handle" errors a few users got with -rc versions of the winApp. -CI: Update to OpenSSL 1.1.1 for winApp connection. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.5.1 and #minimumSuggestedVersionNumber to 2021.6. v2021.8.3.4431 2021-09-03: -SB: Tighten validation of GA providerMedicaidIDs to match the state's criteria. -SB: Change Sandata phone number type from Work to Business. -SF: Enhance ability to debug Tellus FTP issues. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.5 and #minimumSuggestedVersionNumber to 2021.5.5. v2021.8.2.4426 2021-08-27: -SB: j1273 Fix inability to record tasks via the CMA for a facility's client under rare circumstances. -SB: j1275 Paychex request to only include the amount, not units or rate, for payroll export mileage records. -AF: j1219 Include total row and column on the Client Loss Indicator report. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.4.3 and #minimumSuggestedVersionNumber to 2021.5.4. v2021.8.1.4421 2021-08-20: -SB: Fix Sandata client syncing to not include a payer for services that had no activity. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.4.2 and #minimumSuggestedVersionNumber to 2021.5.3. v2021.8.0.4416 2021-08-13: *SF: j397 j1252 New version of Payroll Export to meet Paychex current requirements. *CF: j1179 j1180 j1253 Add ability to utilize PreClams in preparing Medicaid exports for HHAeXchange. -SCHEMA 436: Rename preference #tellusPreClaimsThroughDate -> #medicaidPreClaimsThroughDate. -SCHEMA 437: Rename preference #enableChangeToTellusCompletedShift -> #enableChangeToMedicaidCompletedShift. *AF: j491 j1182 j1219 Infrastructure for Loss Indicator report on Report Hub. -AB: j1113 Prevent inside-out date interval reports. -SB: j1195 j1229 j1233 j1247 Additional workarounds for Tellus XML file formatting problems. -SCHEMA 438: Change PaymentObligation.qbInvoiceVia to `Symbol short`. -WF: j1184 Have winApp and webApp link to the new ZenDesk-based users guide. -SF: j1206 j1254 Revise Sandata Ohio checklist for future agencies. -SF: j1174 j1176 Add Sandata Wisconsin checklist. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.4.1 and #minimumSuggestedVersionNumber to 2021.5.2. v2021.7.3.4410 2021-08-06: -SB: j1231 Handle XML files coming in from Tellus missing their headers. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.4 and #minimumSuggestedVersionNumber to 2021.5.1. v2021.7.2.4404 2021-07-30: *COMPAT: Change #minimumCompatibleVersionNumber to 2021.3.3 and #minimumSuggestedVersionNumber to 2021.5. v2021.7.1.4397 2021-07-23: -SB: j1188 Handle Tellus erroneously doubling up the contents of an xml file. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.3.2 and #minimumSuggestedVersionNumber to 2021.4.3. v2021.7.0.4391 2021-07-16: *SF: j1088 Include Manual EVV events on Task Report, including exception reasons and actions. *SF: j1096 j1138 Implement Sandata aggregation for Idaho. *CF: j750 j1165 j1175 j1176 Implement Sandata aggregation for Wisconsin. -SB: j1126 j1127 j1130 j1154 j1162 Fix various miscellaneous Tellus bugs. -SB: j1087 j1164 j1168 Handle Sandata's resolution to acknowledged exceptions problem in IN. -SF: j1113 Infrastructure for Authorized vs. Provided Hours report on Report Hub. -SCHEMA 434: AddInProcessTellusShiftBatch.requestAcceptedInTellusDateAndTime. -SF: Better handling of Tellus processing issues. -SCHEMA 435: Add MedicaidPreClaim, making TellusPreClaim a subclass. Add HHAeXchangePreClaim. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.3.1 and #minimumSuggestedVersionNumber to 2021.4.2. v2021.6.4.4384 2021-07-09: -SB: j1167 Prevent users from acknowledging the client verification exceptions in Indiana. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.3 and #minimumSuggestedVersionNumber to 2021.4.1. v2021.6.3.4379 2021-07-03: -SB: Various Tellus bug fixes. - Don't reprocess already processed shifts. - Add newly encountered error code 1233. - Consider a shift's sync to be inProcess sooner. - Keep shift sync status "inProcess" until we get a result, even if shift is no longer of interest. - Don't allow deletion of shifts that are inProcess of being synced. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.2.3 and #minimumSuggestedVersionNumber to 2021.4. v2021.6.2.4374 2021-06-25: -CF: j1136 Enhance configuration of Week Start. Display overtime week start for reference. Warn when scheduling and OT starts don't match. -SF: j1136 Confirm change that leaves scheduling and overtime week starts out of alignment. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.2.2 and #minimumSuggestedVersionNumber to 2021.3.3. v2021.6.1.4371 2021-06-22: -SB: Include manual EVV events when calculating "Actual" durations on Assignment Timesheet. -SB: Disallow changing service type of FL HHAeXchange service to a non-HHAeXchange type. -SB: Disallow changing service type of Tellus service that has recently-synced shifts. -SB: When a shift is deleted also delete its tellusInvalidShift. -SB: Fix problem removing tellusInvalidShift when clearing rejections. -SB: Ensure processing results of shift batches in the order they were sent to Tellus. -SB: Fix calculation of next Tellus PreClaim start date. -SB: Change Tellus verification type from "OTH" to "NON" for manual EVV events. v2021.6.0.4369 2021-06-18: -SF: j1111 Enhance logging for Tellus API and FTP interfaces. -SB: j1134 Fix option to explicitly specify #smsOutboundPhoneNumber. -SB: Fix some Tellus syncing issues related to shift cancellations and shifts no longer aggregatable. -SB: j1132 Fix DNU #code error on Tellus shift when a manual EVV event previously linked to a medicaid visit change gets ignored. -SB: j1131 Fix ability to mark Tellus shift complete after replacing real EVV event with manual event. -SF: j1130 Ignore expected Visit-Already-Completed-In-System error if a Completed shift gets resent to Tellus. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.2.1 and #minimumSuggestedVersionNumber to 2021.3.2. v2021.5.5.4363 2021-06-11: -SB: Changes to GA Medicaid exceptions. GPS distance 1/4 mile. Late clock-in calculation, making the exception acknowledgeable. -SR: Increase TellusAPIInterface communication timeout to 60 seconds. -SR: Only bother updating TellusSyncStatusShell for changes during the actual Tellus syncing date interval. -SB: Tweak to TellusAPIUserSession to help eliminate resubmission of unaltered visits. -SB: Database cleanup of invalid TellusShift when all errors are cleared. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.2 and #minimumSuggestedVersionNumber to 2021.3.1. v2021.5.4.4359 2021-06-04: *CF: j857 j927 j1056 j1058 j1060 j1061 j1069 j1070 j1086 Implement Tellus PreClaims. Initial release of Tellus syncing. -SF: j1072 j1084 Implement addendums to Sandata PA MCOs handled. -SB: Prevent entry of duplicate Invoice numbers. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.1.3 and #minimumSuggestedVersionNumber to 2021.3. v2021.5.3.4351 2021-05-28: *COMPAT: Change #minimumCompatibleVersionNumber to 2021.1.2 and #minimumSuggestedVersionNumber to 2021.2.3. v2021.5.2.4346 2021-05-21: -SF: j1064 Favor sending SMS text from toll-free number over local number due to A2P 10DLC changes. -SB: Some Tellus infrastructure fixes. -CB: j1066 Fix winApp DNU #reasonCodeDescription regression for certain medicaid shifts. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.1.1 and #minimumSuggestedVersionNumber to 2021.2.2. v2021.5.1.4341 2021-05-14: -CF: j787 Add "Medicaid Registration ID" and "Professional License #" fields to Caregiver HR tab in the winApp. -SF: j1049 Speed up HHAeXchange Unbillable Shifts report and its shift lists. -SF: Speed up handling of CarePlans that have an overly-long chain of revisions. -CF: j857 j859 j1019 Add additional Tellus infrastructure including the start of PreClaims. *COMPAT: Change #minimumCompatibleVersionNumber to 2021.1 and #minimumSuggestedVersionNumber to 2021.2.1. v2021.5.0.4336 2021-05-07: *CF:,*WF:,*SF: j854 j855 j863 j867 j868 j919 j920 j922 j923 j967 j992 j999 j1005 j1008 j1009 j1010 j1011 j1016 j1017 j1020 j1021 j1031 j1033 j1034 j1038 Initial release of Tellus EVV aggregation in GA. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.12.3 and #minimumSuggestedVersionNumber to 2021.2. v2021.4.3.4329 2021-04-30: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.12.2 and #minimumSuggestedVersionNumber to 2021.1.3. v2021.4.2.4324 2021-04-23: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.12.1 and #minimumSuggestedVersionNumber to 2021.1.2. v2021.4.1.4318 2021-04-16: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.12 and #minimumSuggestedVersionNumber to 2021.1.1. v2021.4.0.4312 2021-04-09: -SF: j853 j854 j855 j856 j857 j858 j860 j861 j862 j865 j866 j867 j919 j920 j921 j922 j923 j965 j976 j981 j994 j1000 j1005 j1006 j1009 Further Tellus infrastructure updates for EVV aggregation in GA. -SCHEMA 427: Add InProcessTellusShiftBatch and SchedulingSystem.inProcessTellusShiftBatches. -SCHEMA 428: Add SchedulingSystem.tellusChangedShifts. -SCHEMA 429: Add Service.diagnosisCode. -SCHEMA 430: Add TellusPreClaim and Client.tellusPreClaims. -SCHEMA 431: Add InProcessTellusShiftBatch.createdDateAndTime. -SCHEMA 432: Change TellusShift.telTasks to (long) String and add .telErrors. -SB: j980 Fix update to planner after removing the last shift from an assignment. -SF: j1003 Allow client voice recording as verification in lieu of a signature for Indiana. -CR: j759 General release of the "rc" version of the winApp build with new foundation. -SCHEMA 433: Change TellusShift.telTasks to (long) String (with explicit ALTER). *COMPAT: Change #minimumCompatibleVersionNumber to 2020.11.4 and #minimumSuggestedVersionNumber to 2021.1. v2021.3.3.4304 2021-04-02: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.11.3 and #minimumSuggestedVersionNumber to 2020.12.3. v2021.3.2.4298 2021-03-26: -SB: j959 Fix issues due to Sandata interface changes -- 'FAILED' status now on partial-success, and the reading of large numbers. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.11.1 and #minimumSuggestedVersionNumber to 2020.12.2. v2021.3.1.4291 2021-03-20: -SB: j945 Fix nil DNU #sandataState error trying to Assign SO in webApp. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.11 and #minimumSuggestedVersionNumber to 2020.12.1. v2021.3.0.4285 2021-03-13: -SF: j818 Updated ProviderOne export infrastructure for WA EVV/Medicaid, excluding problematic shifts. -SF: j523 Better handling of HHAeXchange PA procedureCodes and modifiers. -SR: j909 Cleanup of HHAeXchange reason and action codes. -SCHEMA 423: Rename the descriptions of existing PA Medicaid Reason and ActionTaken Codes. *CF: j777 Extend HHAeXchange exports to Florida. -SF: j908 Add Florida-specific HHAeXchange task codes (duties). -CB: j777 Fix issue with HHAeXchange shift shell's reason code validation. *SF: j890 Add HHAeXchange FL Missed Visit Reason and Action Taken Codes (with notes) to shifts. -SB: j938 Fix agency ProviderID validation for Indiana. -SF: j536 j804 Infrastructure to enhance central dispatch monitoring of appServer responsiveness. -AF: j206 Infrastructure for an Authorized vs Provided Hours report. *WF: j786 Add "Medicaid Registration ID" and "Professional License #" field to Caregiver HR tab in the webApp. -SB: j906 New AZ Sandata EVV exception codes, with better handling for EVV-timing exceptions. -DF: j757 Promote winApps built with new foundation from "beta" to "rc" version. *SF: j753 New file format for ADP payroll exports. -AF: j900 Speedup applying changes to tasks by the CMA on problematic shifts. -CF: j852 j864 j904 j919 j930 Extend infrastructure for Tellus GA aggregation of EVV for Georgia. -SCHEMA 424: Add TellusShift and ScheduledShift.tellusSynced. Add ServiceType.isHHAeXchange, .isTellus, and .isProviderOne. -SCHEMA 425: Move .medicaidRegistrationID, .professionalLicenseNumber from Employee to EmployeeHR. -SCHEMA 426: Add 62 additional fields to TellusShift. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.10.7 and #minimumSuggestedVersionNumber to 2020.12. v2021.2.3.4277 2021-03-05: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.10.4 and #minimumSuggestedVersionNumber to 2020.11.4. v2021.2.2.4272 2021-02-26: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.10.3 and #minimumSuggestedVersionNumber to 2020.11.3. v2021.2.1.4268 2021-02-19: *COMPAT: For SandataWisconsinState -- PreferenceDictionary and ShiftModel. -SF: Change ServerMonitor>>timeoutWaitSeconds to 30 minutes for 1755_main. -SB: j891 Fix exporting an Invoice whose customer has been removed from the PO. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.10.2 and #minimumSuggestedVersionNumber to 2020.11.1. v2021.2.0.4262 2021-02-12: -CF: j698 j416 Begin winApp beta testing. -SF: j652 j752 Begin ProviderOne WA EVV infrastructure. -SF: j790 j681 Expand Sandata AZ EVV infrastructure. -SB: j536 Continue enhancements to eliminate unnecessary server restarts. -DF: j735 j792 j806 j807 j812 j870 Prepare for Tellus GA EVV infrastructure. -SF: j826 Add preference #isOfflineModeEnabled for CMA Offline Mode. -CF: j731 j732 Address remaining ANSI vs. UTF-8 beta winApp issues. -SF: j835 j839 j840 j841 j877 j838 j842 Handle problem sending shifts to HHAeXchange when multiple databases are covered by one NPI number. -SB: j684 j886 Speed up generation of Sandata sync lists and queuing up items syncing. -SF: j883 Handle change to Sandata IN EVV spec to require procedure code modifiers on client payers. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.10 and #minimumSuggestedVersionNumber to 2020.11. v2021.1.3.4255 2021-02-05: -SR: j684 Use caregiver's first email in SandataOpenEmployee. -SF: Expand configuration options for memory upper bound. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.9.5 and #minimumSuggestedVersionNumber to 2020.10.7. v2021.1.2.4250 2021-01-29: -SB: j798 Eliminate excessive sending of #closeLockoutWarning. -SB: j804 Preliminary fix to help eliminate unnecessary server restarts. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.9.4 and #minimumSuggestedVersionNumber to 2020.10.4. v2021.1.1.4245 2021-01-22: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.9.3 and #minimumSuggestedVersionNumber to 2020.10.3. v2021.1.0.4240 2021-01-15: -SB: Enhancements to error handling in the Sandata interface. -AF: j675 Begin infrastructure for a CMA offline mode. -SF: j682 j683 Begin Sandata WI infrastructure. -SB: j713 j714 Fix issue in with 'Shift changed' MedicaidVisitException. -SF: j733 Expand options for caregiver medicaid related IDs. -SCHEMA 421: Add Employee.medicaidRegistrationID, .professionalLicenseNumber and .medicaidExportID, dropping unused .medicaidID. -SF: j699 Expand Sandata AZ infrastructure. -SCHEMA 422: Add SandataOpenPayer.sdEffectiveStartDate and .sdEffectiveEndDate. -CR: Newer FFI/primitive methods error handling for beta winApp. -SB: Fix possible sandata ID match issues due to leading zeros. -SB: j728 Fix possible error adding new shift to ClientPlanner when someone (else) has SandataSyncErrorShiftList open. -SB: j381 Fix PA sandata{ODP|OLTL}ProcedureCodes due to re-revised addendum to the spec. -SB: j730 Auto-delete "unvisited" client shadow shift after saving tasks with none included. -AB: j773 Fix CMA problem with shifts after client/caregiver pairing has been excluded. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.9 and #minimumSuggestedVersionNumber to 2020.10.2. v2020.12.3.4234 2021-01-08: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.8.3 and #minimumSuggestedVersionNumber to 2020.10. v2020.12.2.4230 2021-01-01: -SB: Show invalid as well as missing fields in SandataOpen address validation errors. -SB: j713 j714 Fix code for 'Shift changed' MedicaidVisitException. -SB: Fix identifying invalid Sandata open Shifts whether or not they've been previously synced. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.8.2 and #minimumSuggestedVersionNumber to 2020.9.5. v2020.12.1.4225 2020-12-25: -WB: j677 Ensure winApp compatibility when opening a shell there from the webApp. -SB: j689 Prevent shifts from being unassigned or deleted when they have shadow shifts. -SI: Add ScheduledShift>>sandataChangedAspects for incant level reporting. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.8.1 and #minimumSuggestedVersionNumber to 2020.9.4. v2020.12.0.4219 2020-12-18: -SF: j599 Add preference to specifically choose phone# for outgoing texts. -SF: j605 j627 Expand Sandata CO infrastructure. -SF: j474 j475 j477 j605 Expand Sandata IN infrastructure. -SF: j609 Expand Sandata PA infrastructure. -SF: j561 Enforce uniqueness of Medicaid and SSN numbers before exporting. -CB: j656 Read-only user was not able to export shifts from ShiftList. -CB: j633 Retain encoding and possible BOM on files uploaded to document storage. -CB: Fix list view scroll bar issue in the beta winApp. -CB: j149 Don't allow entity list to print or preview selection without a selection. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.8 and #minimumSuggestedVersionNumber to 2020.9.3. v2020.11.4.4213 2020-12-11: -CB: j504 Fix several beta winApp dialogs to not partially cutoff their OK/Cancel buttons. -SB: j559 Ensure Sandata OH shift with a missing EVV exception shows as invalid. -CB: j632 Fix handful of beta winApp exports to use the same character encoding as all the others. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.7.5 and #minimumSuggestedVersionNumber to 2020.9. v2020.11.3.4209 2020-12-04: -SB: Fix spelling of VisitExceptionAcknowledgement for SandataOpenShift export. -SF: j546 Add procedure code mapping for Colorado. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.7.4 and #minimumSuggestedVersionNumber to 2020.8.3. v2020.11.2.4205 2020-11-30: -CB: Fix the the reason memo in the Manual Telephony Event Prompter to fill the available space. v2020.11.1.4202 2020-11-27: -COMPAT: Fix old winApp trying to link events and Medicaid shifts with possible reason codes. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.7.3 and #minimumSuggestedVersionNumber to 2020.8.2. v2020.11.0.4198 2020-11-20: -SF: j202 Include name information when QB sync gets error changing to/from a company. *CF: j448 j468 j469 j470 j471 j472 j473 j475 Sandata IN infrastructure. *CF: j320 j321 j323 j449 j450 j453 j451 j511 j580 j583 j590 Sandata CO infrastructure. -SF: j317 j542 j582 Sort out multitude of Sandata state identifiers for clients. -SCHEMA 420: Rename SandataOpenClient .sdID to .sdClientID. -CF: j545 WA and AZ Manual EVV - Reason and Exception Codes. -AF: j492 j550 Report Hub: filter the Birthday Report by status. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.7 and #minimumSuggestedVersionNumber to 2020.8.1. v2020.10.7.4191 2020-11-13: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.6.5 and #minimumSuggestedVersionNumber to 2020.8. v2020.10.6.4189 2020-11-12: -CB: j504 Fix problem previewing RTF reports with the beta winApp. v2020.10.5.4186 2020-11-10: -CB: j504 Eliminate requirement for SciLexer library by the beta winApp. v2020.10.4.4184 2020-11-06: -COMPAT: j556 Fix issue viewing a non-medicaid shift with old winApp in sandata Missouri state. -SB:,-VW: j520 Fix issue with uploading telephony voice recordings to document storage. -SB: Fix problem setting caregiver's email address if they had been synced to Sandata. -AR: j527 Return roleType in uppercase for apps hitting the external API. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.6.4 and #minimumSuggestedVersionNumber to 2020.7.5. v2020.10.3.4178 2020-10-30: *SF: j490 Add option to require both EVV events on a medicaid shift before verifying. -CB: j436 Add 7.1 view compatibility for FileUploadDialog and ReportBillingShell. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.6.3 and #minimumSuggestedVersionNumber to 2020.7.4. v2020.10.2.4172 2020-10-23: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.6.2 and #minimumSuggestedVersionNumber to 2020.7.3. v2020.10.1.4167 2020-10-19: -SB: j519 Fix old winApp compatibility with configuring Accounts and ServiceTypes. v2020.10.0.4165 2020-10-16: *CF: j307 Add "Account ID" field to Account configuration. Include in invoice list line item exports. *CF: j309 Add "Service Type ID" field to Service Type configuration. Include in invoice list line item exports. -SCHEMA 419: Add Account.accountID and ServiceType.serviceTypeIDNumber *WF: j515 Hide SSN of clients/caregivers in webApp for noBill/noPay users. -CF: j393 Ready winApp infrastructure changes for beta testing. *CF: j484 Manual EVV events and generic exception and reason codes on Medicaid shifts -- states without aggregator (MO). *COMPAT: Change #minimumCompatibleVersionNumber to 2020.6.1 and #minimumSuggestedVersionNumber to 2020.7. v2020.9.5.4159 2020-10-09: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.6 and #minimumSuggestedVersionNumber to 2020.6.5. v2020.9.4.4152 2020-10-02: -SF: j462 Add two new required fields to ProviderOne billing export. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.5.4 and #minimumSuggestedVersionNumber to 2020.6.4. v2020.9.3.4145 2020-09-26: -AB: Add accuracy check of GPS coordinates on shiftless CMA EVV events. -SB: j341 Fix problem deleting certain audio files in Sandata OH/PA states. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.5.3 and #minimumSuggestedVersionNumber to 2020.6.3. v2020.9.2.4141 2020-09-19: -SB: Fix DNU #asSeconds compatibility problem for some older winApp operations. v2020.9.1.4140 2020-09-19: -SB: Fix DNU #seconds compatibility problem for some older winApps logging in. v2020.9.0.4139 2020-09-18: -SB: Prevent a shift's duration from exceeding 48 hours. *SF: j270 Add option to receive email notifications for refused shift offers. -SF: j347,j318,j386,j388 Expand infrastructure for Sandata EVV aggregation in PA and CO. *SF: j306 Add line item numbers to export of invoice list that includes line items. -AF: j362 Begin infrastructure supporting Hospital Readmissions Tracking and Medications Management apps. *SF: j220 Make DateAndTime objects more memory efficient. -SB: j360 Ensure manual EVV events get ignored when they're detached. -SF: For convenience ignore manual EVV events when they're unlinked. *CF: j308 Add a user-fillable "Customer #" field to the Customer profile. Include in exports. -SCHEMA 417: add Customer.customerNumber *SF: j335 Free memory used by signature data after reports that include them. -CB: Fix minor winApp compatibility issue with a company that has no explicit role. -SCHEMA 418: Add SchedulingSystem.pendingCMAVoiceRecordings. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.5.1 and #minimumSuggestedVersionNumber to 2020.6.2. v2020.8.3.4133 2020-09-11: -SF: Define #secondsOffsetOf1901 to temporarily keep the status quo for STDateAndTime. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.5 and #minimumSuggestedVersionNumber to 2020.6.1. v2020.8.2.4126 2020-09-04: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.4.3 and #minimumSuggestedVersionNumber to 2020.6. v2020.8.1.4118 2020-08-28: -CB: Handle missing pre-v2020.8 winApp compatibility for HHAeXchange shifts. -SB: j188 Work around Sandata OH no longer supporting chunked transfer-encoding on incoming data. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.4.2 and #minimumSuggestedVersionNumber to 2020.5.4. v2020.8.0.4114 2020-08-21: -SF: j273,j274 Hook in exception-calculation logic and new reason-codes for Sandata PA. -SF: j304 Persist Sandata syncing information for states using the Open model. -SCHEMA 416: Add SandataOpenClient, SandataOpenEmployee, SandataOpenShift, and their sub-object tables: SandataOpenAddress, SandataOpenEVVEvent, SandataOpenPayer, SandataOpenPhone, SandataOpenProviderIdentification, SandataOpenResponsibleParty, SandataOpenVisitChange, SandataOpenVisitExceptionAcknowledgment. -TF: j215,j216,j251 Expand capability for completing the required Sandata PA testing checklists. -WF: j288 Preliminary version for showing the list of available Forms in the the webApp. -SF: j302,j303 Finish handling #sandataSyncStatus calculation for [un]cancellations of PA shifts. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.4.1 and #minimumSuggestedVersionNumber to 2020.5.3. v2020.7.5.4106 2020-08-14: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.4 and #minimumSuggestedVersionNumber to 2020.5.1. v2020.7.4.4098 2020-08-07: -SB: j296 Don't warn about an unbillable shift that's actually still being exported using HHAeXchange spec #1. -SB: j291 Fix HHAExchange error caused by empty missedVisitNotes in rare circumstance. -SB: j268 Fix issue with agency that needs more than one Location Code for HHAeXchange exports. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.3.5 and #minimumSuggestedVersionNumber to 2020.5. v2020.7.3.4090 2020-07-31: -WB: j264 Don't have addresses beyond the first two appear to be editable in the webApp when they're not. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.3.3 and #minimumSuggestedVersionNumber to 2020.4.3. v2020.7.2.4088 2020-07-28: -SF: j267 Add preference to continue to include shifts per HHAeXchange specification #1. v2020.7.1.4086 2020-07-26: -SB: j260 Fix problem with webApp applying certain changes to HHAeXchange shifts. -SB: j261 Fix problem with older winApp applying changes to a shift. -SB: j262 Fix problem with webApp changing a shift from ShiftOffer to Assigned. v2020.7.0.4085 2020-07-24: *CF: j77 Add editable reason and action taken codes on HHAeXchange shifts. -SB: j23 Don't allow adding future manual clock-ins/outs. *CF: j29,j184 Add a separate unbillable shifts report for HHAeXchange shifts. -SB: j28 Don't include Manual clock in/out in EVV Start/End times of HHAeXchange export. *SF: j165 Add preference to use payroll number instead of caregiver number on payroll and payable shifts reports. *WF: j203 Add a Client Assessment form available via the webApp. -SB: j191 Prevent delete of clients and caregivers with recordedHealthSurveys. -SF: j195 Include showing client verifications by their signatures on Shift Care Plan checklist and Task report. -SB: j171 Don't include invalid shifts on the HHAExchange Export. -SR: j197 Eliminate minor differences between FTE report on webApp and Report Hub. -CB: j219 Fix discontinued service appearing on client's service list, if a reason was included. -SF: j125 Include infrastructure for handling Sandata's open model, applicable to PA, etc. -SCHEMA 415: Rename InProcessSandataOHTransaction to InProcessSandataTransaction. -SF: j236 Hide SSN of clients/caregiver on windows, reports and exports for noBill/noPay user access. *CF: j118,j223 Allow persons to have an arbitrary number of addresses. Add new Address List shell. -SB: j248 Fix error exporting 837p by not including a service if _any_ of its shifts are missing a billRate. -SB: j212 Prevent a caregiver from adding tasks to a shift under various conditions. -WB: j256 Fix error when a Client recorded their own fitness survey via the webApp. -SF: j224 Allow Sandata OH Medicaid exceptions and acknowledgments to be handled independently for Client, Visit and Times . -WB: j257 Use date pickers in webApp CarePlan. -WB: Fix link from the webApp to the Customer Center. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.3.2 and #minimumSuggestedVersionNumber to 2020.4.2. v2020.6.5.4077 2020-07-17: -SB: j248 Fix problem with 837p export when only some of a service's shifts were missing a billRate. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.3.1 and #minimumSuggestedVersionNumber to 2020.4.1. v2020.6.4.4070 2020-07-10: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.3 and #minimumSuggestedVersionNumber to 2020.4. v2020.6.3.4065 2020-07-03: -SB: j201 Use client name privacy setting when sending Shift Covered and Logout Completed notifications to staff. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.2.4 and #minimumSuggestedVersionNumber to 2020.3.5. v2020.6.2.4058 2020-06-26: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.2.3 and #minimumSuggestedVersionNumber to 2020.3.3. v2020.6.1.4052 2020-06-19: -SB: j155 Fix NotMedicaidState DNU #hhaExchangeDutyCodeLookupTable doing HHAeXchange export. -SB: j166 EVV-only customers cannot select clients/caregivers for Tasks report. -SB: j156 Fix "Active transaction - cannot proceed" error selecting clients for tasks report in Sandata OH state. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.2.2 and #minimumSuggestedVersionNumber to 2020.3.2. v2020.6.0.4043 2020-06-12: -SF: #04611 Expand infrastructure for Sandata PA Medicaid exports. -SB: j83 Useful error message certain QB Customer sync issues. -CB: j91 Fix inability to apply changes to Clients due to misconfiguration of Loss Indicator Types. -SF: j60 Incorporate new address format for service location in HHAeXchange exports. -SF: j18 Include duties/tasks completed in HHAeXchange exports. -SCHEMA 413: Drop persistence of prematurely added SandataPAShift. -SCHEMA 414: Migrate Task.isPartOfCarePlan to the first flag in Task.taskFlags. Add secondary flag #isNameFrozen. -CF: j27 Infrastructure to support manual recording of clock in/out events, explaining reason and action taken. -WF: j62 Configuration of "Service Location Field" to include in HHAeXchange exports. -AF: j74 Added CMA infrastructure for client confirmation of tasks performed. -CF: j26 Enable separate HHAeXchange Billable vs. Missed Visits exports. -SF: j68 Changes to Kronos Billing export format to support training shifts for CuS1272. -SF: j63 Include the type of line items in invoice exports that include line items. -SF: j94 Support for setting up configuration of HHAeXchange compatible Tasks. -SB: j148 Considerable speedup selecting clients or caregivers to include in Tasks Reports. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.2 and #minimumSuggestedVersionNumber to 2020.3.1. v2020.5.4.4038 2020-06-05: *COMPAT: Change #minimumCompatibleVersionNumber to 2020.1.5 and #minimumSuggestedVersionNumber to 2020.3. v2020.5.3.4031 2020-05-29: -SB: j95 Fix problem logging into central_dispatch. v2020.5.2.4030 2020-05-29: -SB: j85 Invoice DNU #debugLineItems error, exporting invoice line-items. -SB: j86 Fix inability to do MassServerIncants due to Staff Email Prompting. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.1.4 and #minimumSuggestedVersionNumber to 2020.2.4. v2020.5.1.4023 2020-05-22: -SB: #04673 Fix error trying to open ClientService shell in certain Sandata states. -AB: #04674 Fix possible "NonBoolean receiver--proceed for truth" error after saving health survey in CMA. -AB: #04657 Fix #localNow issue on CMA for health survey of logged out user. *CF: #04653 Allow exporting CSV of an Invoice List including their line items. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.1.2 and #minimumSuggestedVersionNumber to 2020.2.3. v2020.5.0.4018 2020-05-15: -SF: #04611 Initial infrastructure for supporting Sandata EVV reporting in Pennsylvania *CF: #04641 Option to prompt staff when logging in that they do not have a verified email. -AB: #04665 Fix CMA issue in working with shifts on a facility service. -CF: #04653 Add hook in Invoice List menu for exporting the invoices with all their line items. -SB: #04651 Fix problem where unexpected Mapquest errors could take down the appServer. *COMPAT: Change #minimumCompatibleVersionNumber to 2020.1 and #minimumSuggestedVersionNumber to 2020.2.2. v2020.4.3.4011 2020-05-08: -SB: #04660 Fix error trying to display some jotForm based job applications. -SB: #04661 Fix bug in starting health survey over during a telephony call. -AB: #04656 Fix error from rapid multiple saves of health survey on the CMA. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.12.9 and #minimumSuggestedVersionNumber to 2020.2. v2020.4.2.4006 2020-05-01: -AR: More helpful message for old CMA when trying to sign a health survey. -SR: Add option to force outgoing emails to come from a "shoshana.com" address. -AR: #04648 Improve handling of health surveys by both new and old CMA. -WF: #04630 Add webApp option to view all recent surveys by caregivers or clients. -WR: #04647 Allow staff to "Override Health Risk" on client surveys to un-mark a client as a risk. -SB: #04180 Fix issue with the demo user recording or overriding health surveys in the demo database. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.12.7 and #minimumSuggestedVersionNumber to 2020.1.5. v2020.4.1.4000 2020-04-25: -SB: #04649 Don't allow external communication by default for "sandbox" databases. *WF: #04628 Add configuration of instructions and questions for Client Health Risk Surveys. -SB: #04554 Don't include canceled shifts on 837 exports, even if #isHHAeXchangeEnabled is also set. -CF: #04650 Expand options for timezones beyond the US and Canada. -CB: Fix issue viewing jobApplication due to certain characters in caregiver's name. -SCHEMA 410: Add ClientServiceFitnessSurvey.recordingUser and Survey.thirdPartyPreamble. *WF: #04644 #04647 Add ability to record and view client health surveys via the webApp. *AR: #04648 Expand support for caregiver Health Risk Surveys via the CMA. -SR: #04645 Send staff health risk notifications on clients as well as caregivers. -SCHEMA 411: Update default preamble and questions for COVID-19 CaregiverWorkFitnessSurvey. -SCHEMA 412: Add default preamble and questions for COVID-19 ClientServiceFitnessSurvey. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.12.6 and #minimumSuggestedVersionNumber to 2020.1.4. v2020.4.0.3992 2020-04-18: -SB: #04624 Fix recent SSL communication error on JotForm api calls. *TEL: #04631 Allow gathering Caregiver Health Survey via telephony, option #4. - Force Health Survey during clock-in, when necessary. *AF: #04636 Initial pass at displaying and gathering Health survey utilizing the current CMA. -SF: #04637 Add new TelephonyCallState #blockedForHealthRisk. -WB: #04628 Fix issue with the date pickers in configuring Caregiver Health Certification Survey. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.12.5 and #minimumSuggestedVersionNumber to 2020.1.2. v2020.3.5.3985 2020-04-10: -SR: #04639 Refine criteria for when a new Caregiver Health Survey is required. -TEL: Update messages explaining why clock-in isn't being allowed. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.12.1 and #minimumSuggestedVersionNumber to 2020.1. v2020.3.4.3983 2020-04-09: -SF: #04629 Send notifications for risk identifying caregiver health surveys. -WF: #04628 Flesh out the configuration of Caregiver Work Fitness Surveys. -AF: #04528 Add #clockInTime and #clockOutTime to next CMA release. -SF: #04606 Add #shiftID to as a field option on Shift Exports. -WF: Add the ability to switch between Staff and Caregiver webApps if a user has both roles. -SCHEMA 408: CaregiverWorkFitnessSurvey subtable of RecordedSurvey. Rename Employee.recordedSurveys to .recordedHealthSurveys. Add Client.recordedHealthSurveys. -WF: #04626 Add ability to override a health risk, supplying a reason. -SCHEMA 409: Add RecordedSurvey.overrideReason. -SB: #04624 Fix to SSL communication error on JotForm api calls. v2020.3.3.3977 2020-04-04: -SF: Initial ability to generate a separate missed visits export for HHAeXchange. -SF:,-WF:,-TEL: #04626 Base of support for capturing and monitoring surveys of caregiver COVID-19 health risks. -SCHEMA 403: Add SchedulingSystem.surveys, Employee.surveys. Add Survey and CaregiverWorkFitnessSurvey. Add SandataPAShift. -SCHEMA 404: Add Survey.startDate, .throughDate, .isActive. -SCHEMA 405: Add CaregiverWorkFitnessSurvey.startedDateAndTime. -SCHEMA 406: Add CaregiverWorkFitnessSurvey.overriddenBy, .overrideDateAndTime. -SCHEMA 407: Setup default preamble and questions for COVID-19 CaregiverWorkFitnessSurvey. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.11.4 and #minimumSuggestedVersionNumber to 2019.12.9. v2020.3.2.3971 2020-03-27: -SF: #04615 Handle missedVisit COVID reasonCodes for HHAeXchange and add missedVisit notes to the export. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.11.3 and #minimumSuggestedVersionNumber to 2019.12.7. v2020.3.1.3964 2020-03-20: -SB: Allow the Demo User to access the Report Hub. -WB: #04489 Fix #asString error that could occur in the webApp when changing the email of a Person without any specific Role. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.11.2 and #minimumSuggestedVersionNumber to 2019.12.6. v2020.3.0.3959 2020-03-13: *AF: New dashboard reporting available to beta users via "Report Hub" in the Reports menu. - #04228,#04293,#04357,#04429 New and improved functionality, look and feel. - #04320,#04560 Add new Client Inquiry Report. - #04586,#04357 Include margins and other new fields on Payer Source Report. -SF: #04575,#04580,#04581,#04582 Beginning of expansion of EVV exports for HHAeXchange. -SCHEMA 401: Add MedicaidActionTakenCode, ShiftMedicaidActionTaken, and ScheduledShift.medicaidActionsTaken. *CF: #04592,#04602 Initial beta testing of new Job Application forms. -SF: #04589 Further enhancements for Sandata Ohio EVV Visit Times and Service Verification. -SCHEMA 402: Rename preferences #is{Caregiver|Client}SignatureRequiredOnShift. *SF: #04554: Option to limit HHAeXchange export to shifts on the "program", allowing for 2nd type of medicaid export. -SF: #04606 Allow including shift 'id' in support generated exports. -SB: Fix issue with sending Sandata zeros in client Medicaid ID numbers. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.11 and #minimumSuggestedVersionNumber to 2019.12.5. v2020.2.4.3954 2020-03-07: *COMPAT: Change #minimumCompatibleVersionNumber to 2019.10.3 and #minimumSuggestedVersionNumber to 2019.12.1. v2020.2.3.3948 2020-02-28: -CB: #03975 Fix an audit log display bug. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.10.2 and #minimumSuggestedVersionNumber to 2019.11.4. v2020.2.2.3943 2020-02-21: -DF: #04591 Update which special databases get included in batch hoursAnalysis/dataTests. -CF: #04588 Expand internal audit log to include (un)linking/attaching telephony events to shifts. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.10.1 and #minimumSuggestedVersionNumber to 2019.11.3. v2020.2.1.3941 2020-02-19: -SF: #01807 Make including actual EVV times for shifts optional on the assignment timesheet printout. -SB: #01807 Don't print "none" for EVV times for future shifts on the assignment timesheet printout. v2020.2.0.3937 2020-02-14: *SF: #01807 Include EVV clock-in/out times and totals on the Assignment Timesheet printout. -AF: #04535 Beginning of integration with aMDI Medications Manager and Hospital Readmissions Tracker. -CF: #04347 Expand handling of Rosemark feature tiers. *CF: #04553 Add preference to include serviceType(s) in the header as well as shift's line of task reports. -SF: Add incant for exporting current serviceType rates. *WF: #03514 Allow deletion of shift tasks by Staff, that otherwise prevent editing or deleting of a shift. *SF: #03286 Add email sent timestamp and created by/at details to ActionList printouts. -CF: #03856 Expand functionality of audit log for internal use by Shoshana Support. -SCHEMA 399: Add ShiftAuditLogEntry.specialStatusChange. -SF: #04571 Enhancements to infrastructure for Medicaid EVV reporting. -SCHEMA 400: Add Address.order. Change Person.addresses to SortedCollection. -SB: Prevent shifts synced with sandata from being removed -- they must be canceled instead. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.10 and #minimumSuggestedVersionNumber to 2019.11.2. v2020.1.5.3929 2020-02-07: *COMPAT: Change #minimumCompatibleVersionNumber to 2019.9.5 and #minimumSuggestedVersionNumber to 2019.11. v2020.1.4.3923 2020-01-31: *COMPAT: Change #minimumCompatibleVersionNumber to 2019.9.2 and #minimumSuggestedVersionNumber to 2019.10.3. v2020.1.3.3919 2020-01-27: -SR: Add missing Ohio medicaid programs and payers. -SB: Allow customized telephony prompt for #voiceMessage. v2020.1.2.3917 2020-01-25: -SB: #04557 Fix #isAuditLogEnabled and #isLazySuperuserPersistenceEnabled preferences. v2020.1.1.3916 2020-01-24: -SB: #04221 Fix possible bug with ServiceTasks/RecordedTasks when splitting Tasks. -SF: #04549 Add preferences #isAuditLogEnabled and #isLazySuperuserPersistenceEnabled. -SR: #04537 Require valid email when changing a shift with medicaid problems or a visit change. -CB: Fix bug where an invalid sandata sync status would prevent further shift changes. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.9.1 and #minimumSuggestedVersionNumber to 2019.10.2. v2020.1.0.3911 2020-01-18: -WF: #04518 Add missing ClientInquiry and Service fields to the webApp. Add the ability to edit the text fields. -SF: #04347 Beginning of Rosemark feature tiers. -SB: #04529 Suppress caregiver "Default Pay Rate" and/or client Inquiry "Quoted Bill Rate" on printouts. -SF: #04517 Possibly include service type code in the "Override" column of Kronos payroll exports. -CB: Fix TelephonyEventList sorting to utilize full name string of caregiver/client. -SF: #04534 Make Report Planners more memory efficient. -SB: #04533 Fix issue trying to join unallocated Open Shifts. -SF: #04282 Improve error handling of Dashboard reports. -CF: #04429 Start testing of going from WinApp to Dashboard without signing-in again. -SB: #04508 Fix another export issue with certain older winApp versions. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.8.8 and #minimumSuggestedVersionNumber to 2019.10.1. v2019.12.9.3905 2020-01-10: -SB: #04536 Fix a couple more possible issues with #shouldForgetShiftsOnLowMemory. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.8.7 and #minimumSuggestedVersionNumber to 2019.10. v2019.12.8.3901 2020-01-06: -WB: #03958 Certain webApp planners could be extremely slow. v2019.12.7.3899 2020-01-03: -SB: #04531 Fix memory usage issue where various reports weren't properly cleaning up shifts after they finished. -SB: #04532 Fix some issues arising from enabling #shouldForgetShiftsOnLowMemory preference. -SB: #04456 Eliminate occasional "Deadlock found when trying to get lock" error. -SB: #04508 Fix error trying to export Canadian address fields with an older winApp. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.8.6 and #minimumSuggestedVersionNumber to 2019.9.5. v2019.12.6.3895 2019-12-27: *COMPAT: Change #minimumCompatibleVersionNumber to 2019.8.3 and #minimumSuggestedVersionNumber to 2019.9.3. v2019.12.5.3891 2019-12-21: -SF: #04494 Preliminary extension of 837p export to include EVV info for the state of Virginia. -SF: #04515 Include admissionDate and attendingPhysician on the 837i export. -AB: #04520 Don't bother sending irrelevant shifts to the CMA. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.8 and #minimumSuggestedVersionNumber to 2019.9.1. v2019.12.4.3886 2019-12-17: -SB: #04516 Fix an issue with billing address linkage to the customer. v2019.12.3.3884 2019-12-16: -SB: #04507 Fix DNU #name error selecting certain invoices. -SB: #04508 Fix error trying to export person address fields with an older winApp. v2019.12.2.3882 2019-12-14: -CB: #04505 Fix "Not found: stateLabel" problem opening Client, Caregiver, etc., in Canadian agency. v2019.12.1.3881 2019-12-14: -AB: #04504 Fix newly introduced validation errors on CMA clock-in/out. v2019.12.0.3880 2019-12-13: -SB: #04479 Enhance error handling of DataCacher run when a appServer starts. -SR: #04491 Make dashboard Overview Statistics, Payer Source and FTE Reports more memory efficient. *CF: #04464 Move PIMS and Client Payer #'s from the Client Inquiry tab to the Service form. -SCHEMA 393: Add Service.pimsNumber and .clientPayerNumber. Add SandataOHClient.sdPatientAlternateMedicaidID. Add SandataOHPayer.sdPayerClientIdentifier. -SCHEMA 394: Add SandataOHShift.sdPatientAlternateID. Drop unused ClientInquiry.pimsNumber and ClientInquiry.clientPayerNumber. *SF: #04462 Add ability to have a second Address on a Client. -SCHEMA 395: Nil out the person backlink on all billing Addresses owned by a Customer. *CF: #04484 New fields and validity rules for Sandata Ohio EVV syncing. -SCHEMA 396: Add SandataState. Migrate preference #sandataState from Symbol to SandataState. -SCHEMA 397: Add SandataOHShift.sdClientPayerID. Push down pimsNumber and clientPayerNumber from Service to ClientService. *WF: #04485 Add ability to add Medical Providers to Clients using the webApp. -SB: #03541 Eliminate "More than one possible shift for early clock-out" error. -CF: #04469 Upgrade to using OAuth 2.0 for connecting to QuickBooks Online. -SF: #04494 Lay some groundwork for including EVV info in the medicaid 837p export. -SCHEMA 398: Migrate #medicaid837pExcludedSegments preference to two: #medicaid837pAdditional{Excluded|Included}Segments. -WB: Take extra #login menu off the webApp login page, which might be a problem for some browsers. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.7.5 and #minimumSuggestedVersionNumber to 2019.8.8. v2019.11.4.3870 2019-12-06: *COMPAT: Change #minimumCompatibleVersionNumber to 2019.7.4 and #minimumSuggestedVersionNumber to 2019.8.7. v2019.11.3.3863 2019-11-29: -VW: Push up memory logging instance variables to AbstractDomainApplication. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.7.3 and #minimumSuggestedVersionNumber to 2019.8.6. v2019.11.2.3859 2019-11-22: -SB: Fix #sandataOHSynced error for agency syncing with Sandata CT. -SB: #04489 Fix #asString error that could occur changing the email of a Person without any specific Role. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.7.2 and #minimumSuggestedVersionNumber to 2019.8.3. v2019.11.1.3856 2019-11-19: -CB: Fix problem with latest winApp where Client[List] might get a "Must be Boolean" error. v2019.11.0.3853 2019-11-15: -WF: Extensions to jotForm infrastructure for client forms. -SB: Don't count ignored EVV events in determining noShows and overstays. -SF: #04369 Ability to clear un-synced Medicaid exception resolutions on a shift. -SR: #04371 Prevent unassigning or canceling Sandata Ohio synced shifts. -SB: #03956 Fix possible error splitting virtual open shifts. *WF: #04443 Medical Provider Information in the webApp. *AF: #04426,#04427 Extend dashboard reports to show comparisons over different date intervals. -SF: #04466 Collect ShiftMedicaidVisitChanges when relinking previously-synced shifts. *SF: #04460 Add checks for uniqueness of staff emails. -SCHEMA 389: Drop obsolete SYSTEM_USER_TABLE; fix spelling of a MedicalProviderSpecialty item. -CF: #04464 Add additional medicaid related fields to Client Inquiry tab. -SCHEMA 390: Add new ClientInquiry .isClientNewborn, .alternateMedicaidNumber, .pimsNumber, and .clientPayerNumber. Make ClientLead.isClosed false by default. -CF: #04465 Add checkbox for attestation to ShiftMedicaidReasonCodePresenter. -SCHEMA 391: Add ShiftMedicaidVisitChange.hasAttestation. -WB:,-CB: #04443 Clarify medical provider info for "Clients Under Care" on webApp and "Company" on winApp emergency tab list. -SB: Fix use counts of client lead LossIndicatorTypes. -SCHEMA 392: Add Employee.medicaidID. -CB: Make all text edits in the ClientPresenter update-per-character. -SB: #04479: Include error handling for initial background data caching. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.7 and #minimumSuggestedVersionNumber to 2019.8. v2019.10.3.3845 2019-11-08: -SF: #04456 Reduce delay of database snapshot prior to a QB sync operation to 1/2 a second. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.6.7 and #minimumSuggestedVersionNumber to 2019.7.5. v2019.10.2.3838 2019-11-01: -DF: #04451 Update CD restartability metric for revised Visiting Angels clientLead API polling. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.6.6 and #minimumSuggestedVersionNumber to 2019.7.4. v2019.10.1.3834 2019-10-26: -SB: #04456 Fix possible Deadlock error message taking database snapshot prior to a QB sync operation. -SR: Change the duration of Announcements for caregivers from 7 days to 1 day. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.6.5 and #minimumSuggestedVersionNumber to 2019.7.3. v2019.10.0.3829 2019-10-18: -SB: #04415 Fix error that blocked billing export to HHAExchange. -SB: #04418 Various fixes for Sandata Ohio syncing. *AF: #02655 Added option to include showing client emergency information in the CMA. -SB: #04437 Prevent opening ClientPlanner on a Closed client. *SF: #04438 Preparation of new JotForm based jobApplication for beta testing. *SF: #04331 Snapshotting the database (for support incants, QB syncing) no longer interfere with other operations. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.6.4 and #minimumSuggestedVersionNumber to 2019.7.2. v2019.9.5.3821 2019-10-11: -SB: #04371 Ensure SandataOHAddress uses GPS coordinate explicit overrides if set. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.6.1 and #minimumSuggestedVersionNumber to 2019.7. v2019.9.4.3817 2019-10-05: -SB: #04430 Fix compatibility problem selecting client in clientList introduced in v2019.9.3. v2019.9.3.3816 2019-10-04: -CB: #04423 Fix possible issue with not properly displaying empty medicalProviders list when selecting new client in the client list. -SB: #04371 Fix error showing Sandata Ohio shifts with selected problem. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.5.4 and #minimumSuggestedVersionNumber to 2019.6.7. v2019.9.2.3812 2019-10-02: -SB: #04417 Eliminate "Trying to change a VirtualOpenShift" error trying to apply shift changes. -SB: #04418 Fix unintended "Cannot sync clients to Sandata" error in Sandata Connecticut. v2019.9.1.3809 2019-09-27: -SB: #04410 Have manually created EVV events remember their shift when being unlinked. -SB: #04404 Check if Medical Providers should be included in a client printout. v2019.9.0.3808 2019-09-27: -SB: #04373 Further Sandata Ohio updates. -AR: #04350 More informative error messages when signing tasks on the CMA. -SF: #04371 Enhanced Sandata Ohio error handling. -CB: Fix error configuring service types by user without payroll or billing access. *WF: #01564 Allow client web portal to view shift clock-ins/outs and/or tasks. -SB: #04397 Require winApp update to open a Person with a MedicalProvider role. -SB: #04384 Fix some QB sync errors that can arise from processing in the background. -SF: #04409 Additional JotForm integration, particularly for job applications. -SB: #04405 Error trying to join virtual Open Shifts. *CF: #04404 Include medical provider information on the full client printout. -SF: #04390 Prevent deletion of a voice recording on a clock-out of a Sandata synced shift. -CR: Rename "Telephony ID #" to just "ID #" on Client profile communications tab. *CF: #04372 UI for handling Sandata Ohio exceptions, acknowledging them, adding clock-ins/outs manually. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.5.3 and #minimumSuggestedVersionNumber to 2019.6.6. v2019.8.8.3803 2019-09-20: *COMPAT: Change #minimumCompatibleVersionNumber to 2019.5.2 and #minimumSuggestedVersionNumber to 2019.6.5. v2019.8.7.3796 2019-09-13: *COMPAT: Change #minimumCompatibleVersionNumber to 2019.5 and #minimumSuggestedVersionNumber to 2019.6.4. v2019.8.6.3790 2019-09-06: *COMPAT: Change #minimumCompatibleVersionNumber to 2019.4.3 and #minimumSuggestedVersionNumber to 2019.6.1. v2019.8.5.3786 2019-08-30: -SB: #04373 Further Sandata Ohio fixes. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.4.2 and #minimumSuggestedVersionNumber to 2019.5.4. v2019.8.4.3785 2019-08-30: (Release - pending server restarts) -SB: #04371 Various fixes for Sandata Ohio integration. v2019.8.3.3783 2019-08-29: -CF: #04371 Additional support for Sandata Ohio integration. v2019.8.0.3774 2019-08-23: -SB: #04343 Handle issue of getting an empty signature from the CMA on iOS. -SB:,-WB: #04284 Fix problem with auto-splitting of carePlan when applying changes. -WF: #04297 Infrastructure to include JotForms in the webApp. -SB: #04353 Fix issue handling empty care plan snapshots. -CF: #04291 Start of infrastructure to export medicaid billing information to a neutral EVV aggregator. -AF: #04269: Add support for Caregiver Turnover Report on the Dashboard. *CF: #04248: Add Physician and Hospital Roles. Link them to clients. Add list of medical providers on the client's emergency tab. -SCHEMA 386: Add MedicalProvider, MedicalProviderSpecialty, SchedulingSystem.medicalProviders and ClientEmergency.medicalProviders. Set up Default medicalProviderSpecialties. -AF: #04319 Add support for breaking down the overall date range into weeks, months, etc., on Dashboard reports. -SF: #04371 Infrastructure for exporting medicaid billing to Sandata Ohio. -SCHEMA 387: Add MedicaidReasonCode, ShiftMedicaidReasonCode, ScheduledShift.reasonCodes. -SCHEMA 388: Add InProcessSandataOHTransaction, MedicaidExceptionCode, ShiftMedicaidExceptionAcknowledgment, SandataOH{Client|Employee|Shift|Address|EVVEvent|Payer|Phone|ResponsibleParty|VisitChange|VisitExceptionAcknowledgment}. - Add {Client|Employee|ScheduledShift}.sandataOHSynced, ScheduledShift.medicaidExceptionAcknowledgments, SchedulingSystem.{sandataOHDeletedShifts|inProcessSandataTransactions}. - Rename ShiftMedicaidReasonCode -> ShiftMedicaidVisitChange, ScheduledShift.reasonCodes -> .medicaidVisitChanges. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.4.1 and #minimumSuggestedVersionNumber to 2019.5.3. v2019.7.5.3766 2019-08-16: *COMPAT: Change #minimumCompatibleVersionNumber to 2019.3.4 and #minimumSuggestedVersionNumber to 2019.5.2. v2019.7.4.3760 2019-08-09: *COMPAT: Change #minimumCompatibleVersionNumber to 2019.3.3 and #minimumSuggestedVersionNumber to 2019.5. v2019.7.3.3752 2019-08-02: -CB: #04230 Fix Bulk Messaging to require more than one recipient. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.3.2 and #minimumSuggestedVersionNumber to 2019.4.3. v2019.7.2.3746 2019-07-27: -SB: Fix possible regression filling in global values on the UB04 form. -AB: Remove some unnecessary debug logging. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.3.1 and #minimumSuggestedVersionNumber to 2019.4.2. v2019.7.1.3742 2019-07-23: -CB: #04239 Don't preclude zero parameters on non-quantized rates. v2019.7.0.3739 2019-07-19: *SF: #03532 Add support for 4 additional fields (3a, 8a, 51, 63) on the UB04 form. Include some additional verification of invoice data. *AF: #03651 #03494 Better handling of CMA clock-ins/outs and filling out of tasks in the context of contiguous shifts. -SB: #04261 Don't send "shift no longer available" message to the caregiver that actually accepted the shift. -SF: #04239 Prevent creating a zero size unit on quantized rates. *AF: #04271 Allow generating a Birthday Report that includes both clients and caregivers. -SB: #04273 Allow more flexible scaling of RTF logos. *CF: #04257 Add option to include Client/Caregiver # when printing Client/Caregiver List. -SCHEMA 381: Migrate all Persons to PersistedPerson. Add SystemPerson as subclass. -SF: #04280 Add preference to only allow administrators vs. all staff access the dashboard. -CF: Allow seeing info on activity by SystemPersons, e.g. Shoshana Support. -SB: #04292 Better handling of other background operations while a mass shift offer is underway. -SF: Additional infrastructure for interfacing with JotForm. -SCHEMA 382: Add Form, Token, System.formTokens and Person.forms. -SCHEMA 383: Combine Token and VerificationCode tables in common PersistedToken table. *AF: #04269 Add Caregiver Turnover Report to the Dashboard. -AF: #04228 Include showing the "$" on amounts in dashboard reports. *CF: #04230 Add new sending options for bulk messaging: email, sms text, and announcement. -SCHEMA 384: Migrate preference #defaultBulkMessagingCommunicationIsEmailOnly to #defaultBulkMessagingCommunicationSelections. -SCHEMA 385: Migrate any client privacy settings set to #idNumberString to use #evvNumberString instead. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.3 and #minimumSuggestedVersionNumber to 2019.4.1. v2019.6.8.3733 2019-07-12: *CB: #04313 Fix clearing of "Mark as Verified Complete" on telephonyEvent/Shift Link shell due to other scheduling activity. -SB: Alleviate 99% of the issue with an immediate server side change. -CF: #03311 CD: ServerListShell enhancements including filtering by version number. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.2.3 and #minimumSuggestedVersionNumber to 2019.4. v2019.6.7.3732 2019-07-11: -CB: Allow server incants on AggregationApplications. v2019.6.6.3730 2019-07-05: -SF:,-VW: Snapshot server image on memory emergency for better diagnostics. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.2.2 and #minimumSuggestedVersionNumber to 2019.3.4. v2019.6.5.3724 2019-06-28: -DF: #04252 Fixes for rolling server restarts. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.2.1 and #minimumSuggestedVersionNumber to 2019.3.3. v2019.6.4.3718 2019-06-21: -DF: #04252 Add initial ability to do rolling server restarts. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.2 and #minimumSuggestedVersionNumber to 2019.3.2. v2019.6.2.3712 2019-06-17: -COMPAT: Don't do the final (not understood) update for old winApps, after completing a shift offer to all available caregivers. v2019.6.1.3708 2019-06-14: -SB: #03659 Fix dashboard birthdayReport: when specifying a single month. -SB: Fix possible problem with interruptions during mass shift offers. *SB: #04163 Fix joining of two shifts to properly deal with tentatively assigned shifts. -SF: Expand infrastructure for interfacing with JotForm. -AR: Inform CMA user of need to upgrade if push notifications are enabled. -AF: #04171 Add isReimbursableMileageRequired preference to require entry on CMA clock-out. *CF: #03925 Replace more appearances of "Caregiver" in the UI with preference setting. *CF: #03808, #03810 Send files from the server to the client in chunks for better handling of large reports and exports. -CR: Add a prompt to open exports once they're saved to disk. *CF: #04230,#04222 Add “Email Only” checkbox option to Bulk Messaging. Ensure Email Only for messages over 1600 characters. -SB: #04259 Fix possible issue with changing tasks configuration when used by active care plan snapshots and required for caregiver matching. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.1.4 and #minimumSuggestedVersionNumber to 2019.3.1. v2019.5.4.3699 2019-06-07: *COMPAT: Change #minimumCompatibleVersionNumber to 2019.1.3 and #minimumSuggestedVersionNumber to 2019.3. v2019.5.3.3694 2019-05-31: *COMPAT: Change #minimumCompatibleVersionNumber to 2019.1.2 and #minimumSuggestedVersionNumber to 2019.2.3. v2019.5.2.3689 2019-05-24: -SB: #04237 Recent regression possible in adding a care plan if there are active care plans that could be imported. -SB: Fix error generating messageString for PushNotification. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.1.1 and #minimumSuggestedVersionNumber to 2019.2.2. v2019.5.1.3683 2019-05-18: -SB: #04231: Fix older winApp compatibility problem with calendar printouts. v2019.5.0.3682 2019-05-17: -CF: Various enhancements to planner and reports to better support facilities. -CB: #04187 Removing an ActionType from configuration will no longer possibly cause an ActionList to show all types. -SB: #04215 Fix possible issue with througDate when changing a timesPattern from Once to Weekly. -AB: #04193 Fixes to registration for Push Notifications on an iOS phone. -CB: #03081 Give information during medicaid export about missing address for angency or a client. -AB: #04207 CMA clock-ins later than 12 hours were prevented with a message about being early. *COMPAT: Change #minimumCompatibleVersionNumber to 2019.1 and #minimumSuggestedVersionNumber to 2019.2. v2019.4.3.3675 2019-05-10: -DF: #04190 CD: Easier notification of winApp sessions about server upgrade. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.12.5 and #minimumSuggestedVersionNumber to 2019.1.4. v2019.4.2.3670 2019-05-03: -SR: #4201 Export missed visits to HHAeXchange even when there aren't otherwise shifts for that service. -SB: Fix to Task>>associatedCarePlans. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.12.4 and #minimumSuggestedVersionNumber to 2019.1.3. v2019.4.1.3662 2019-04-26: -WB: #04200 Fix "nil DNU #isVerified" error that might arise for a job applicant user after they're done. -SR: #04189 Enable server restartability metrics. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.12.2 and #minimumSuggestedVersionNumber to 2019.1.2. v2019.4.0.3656 2019-04-19: -DF: #04148 Support for including better EVV events, both telephony and CMA, in demo database. *SF: #04175 Allow selecting only specific clients or caregivers to include on a shift tasks report. -SB: #03109 Better error reporting of invalid phone numbers when sending bulk messages. -WF: #03766 Provide user's verified email address to the Rosemark Community site, to allow for possible single sign on. -DF: #04189 Generate metrics on restartability of a server to allow for smoother upgrades. *CF:,WF: Lots of additional features for the beta review of Facilities. -SCHEMA 379: Add ShadowShift.markedAsVisitedDateAndTime. -SCHEMA 380: Add OwnedDateInterval, MemberGroupRelationship .historicalActiveIntervals and .membershipActivated. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.12.1 and #minimumSuggestedVersionNumber to 2019.1.1. v2019.3.4.3648 2019-04-12: *COMPAT: Change #minimumCompatibleVersionNumber to 2018.12 and #minimumSuggestedVersionNumber to 2019.1. v2019.3.3.3642 2019-04-05: -SB: #04172: Don't send agency notification of clock-in/clock-out for resolved no-show/overstay if not getting original notification. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.11.5 and #minimumSuggestedVersionNumber to 2018.12.5. v2019.3.2.3636 2019-03-29: *COMPAT: Change #minimumCompatibleVersionNumber to 2018.11.4 and #minimumSuggestedVersionNumber to 2018.12.4. v2019.3.1.3631 2019-03-22: *SR: #04167 Clarify text of push notification for Shift Reminders. *SB: Fix problem unregistering a phone from push notifications. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.11.3 and #minimumSuggestedVersionNumber to 2018.12.2. v2019.3.0.3627 2019-03-15: *SF:,CF: Beginning of beta testing of Facilities. -AF: Show overnight shifts better in the CMA. -SF: #04068 Be more memory efficient on Report Caregivers/Services Hours reports. -IMP: #04142 Additional support for ClearCare imports. -SB: #04146 Don't split a Task which has already been recorded on the same day it was created. -SF: #04152 Add 10 additional fields to ProviderOne medicaid export file format. -AF: #04162 Better handling of newlines within CMA messages. -SB: #04158 Eliminate redundant removals of caregivers from HomeCarePulse. -SB: #04144 Better error handling within the checkForLockoutProcess. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.11 and #minimumSuggestedVersionNumber to 2018.12.1. v2019.2.3.3621 2019-03-08: *COMPAT: Change #minimumCompatibleVersionNumber to 2018.10.4 and #minimumSuggestedVersionNumber to 2018.12. v2019.2.2.3616 2019-03-01: -SB:,VW: #04117 Fix problem with checking and removing inactive firebase devices. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.10.2 and #minimumSuggestedVersionNumber to 2018.11.5. v2019.2.1.3609 2019-02-23: *COMPAT: Change #minimumCompatibleVersionNumber to 2018.10.1 and #minimumSuggestedVersionNumber to 2018.11.4. v2019.2.0.3608 2019-02-22: -DF: Further expansion of facilities infrastructure. -IMP: #04070 Added support for importing data from ClearCare. -SCHEMA 374: Split ShiftTask into instance classes ScheduledShiftTask and ShadowShiftTask. -SF: #04080 Add missed visits to HHAeXchange export. Add overall #isHHAeXchangeEnabled preference. -SB: #04115 Fix issue of possible duplicate ShiftTasks. -SB: #04119 Fix excessive memory consumption by certain shift exports. -SR: #04087 Fix some inconsistencies with EVV event strings. -SB: Don't allow the CMA To clock-in more than 12 hours in advance. -SB: #03109 Fix Bulk Message error handling so an invalid phone number doesn't stop a text from reaching other recipients. -SCHEMA 375: Drop ShadowShift.shiftTasksSignatures. Change FirebaseDevice.lastSuccessfulSignIn from String to STDateAndTime. *SF: #03764 WinApp session locking on by default. -SCHEMA 376: Drop explicit #doesClientAppLockout==true, as that's now the default. -SCHEMA 377: Remove FirebaseDevice.deviceGUID. -SCHEMA 378: Add an index to Signature.refID. -SB: #04081 Correction to storage of CarePlanTask that have been split. -SB: #04133 Allow sending of no-show/overstay notifications to caregivers independently of them going to the agency. *AF: #04117 Beta-ready feature to allow sending push notifications to caregivers via the mobileApp. -CB: #04137 Correction to handling of logging out from a locked user session. r2019.1.4.3602 2019-02-15: -CB: #04137 Fix handling of unsaved changes when logging out from a locked user session. -SF: Allow global setting of "Release of Information Certification", box 52, on UB04 form. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.10 and #minimumSuggestedVersionNumber to 2018.11.3. r2019.1.3.3595 2019-02-08: *COMPAT: Change #minimumCompatibleVersionNumber to 2018.9.4 and #minimumSuggestedVersionNumber to 2018.11. r2019.1.2.3589 2019-02-01: *COMPAT: Change #minimumCompatibleVersionNumber to 2018.9.3 and #minimumSuggestedVersionNumber to 2018.10.4. r2019.1.1.3583 2019-01-25: -SF: #04080 HHAeXchange support for agencies that have multiple EINs within the same database. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.9.2 and #minimumSuggestedVersionNumber to 2018.10.2. r2019.1.0.3577 2019-01-18: -DF: Further expansion of facilities infrastructure. -SR: #03659 Cleanup generating and retrieving of dashboard reports. -CB: #04089 Also allow for decimals "." in QBOE account numbers. -AF: #03659 Change the default for a birthday report to show firstName lastName. -WB: Fix timezone in HTTP Date headers. -SF: #04087 New preferences for #telephonyEventNamesForCMA, #shiftOfferSubjectString and #shiftOfferHeading. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.9.1 and #minimumSuggestedVersionNumber to 2018.10.1. r2018.12.5.3573 2019-01-11: -SF: #04080 Only require #medicaidNumber, #authorizationNumber and #medicaidProcedureCode for HHAeXchange. -SB: #00833 Fix error on TelephonyEventLinkPortal when the shift is deleted. -WB: #04063 Handle erroneous empty requests to our QBO auth endpoint more gracefully. -SF: #04080 Do not include seconds when exporting EVV events for HHAeXchange. -SB: Fix usage count of medicaidProgram when removing from ServiceType. -SF: #04080 Include an invoice number on HHAeXchange export. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.9 and #minimumSuggestedVersionNumber to 2018.10. r2018.12.4.3566 2019-01-04: -SF: Option to force update for select winApp versions (currently v2018.12.2 and v2018.11.0). -CB: #04089 Allow for dashes in QBOE account numbers. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.8.3 and #minimumSuggestedVersionNumber to 2018.9.4. r2018.12.3.3562 2018-12-30: *COMPAT: Change #minimumCompatibleVersionNumber to 2018.8.2 and #minimumSuggestedVersionNumber to 2018.9.3. r2018.12.2.3561 2018-12-28: * Was an unintended preview of v2018.13.d7.3560. r2018.12.1.3556 2018-12-21: *COMPAT: Change #minimumCompatibleVersionNumber to 2018.8.1 and #minimumSuggestedVersionNumber to 2018.9.2. r2018.12.0.3552 2018-12-14: *CF: #03855 Add checkbox “Client Shifts Only” to the planner. - Also bump the priority in general for displaying shifts for "this" client over others. -SCHEMA 367: Eliminate old Groups tables. Rename {Member|Supervisor}GroupRelationship, moving them to common super-table. -SF: #04022 Add HHAeXchange as a Billing Report export option. -SF: Add various infrastructure for future support of Facilities. -SCHEMA 368: Add Shadow{Service|Shift}; make Assignment[Segment] super-tables of {Service|Shadow}Assignment[Segment]. -SCHEMA 369: Add ShadowShift.timeIntervals. Add ShadowShiftInterval and ShiftPatternInterval sub-tables to ShiftInterval. -SCHEMA 370: Split Service into ClientService and FacilityService classes. -IMP: Updated ability to import from HomeTrak. *CF: #04012 Add ability to bulk print invoices from the Invoice List Shell. -AF: #03948 Add CMA option to require comments on tasks marked No or Refused. -SCHEMA 371: Add FacilityCredential, FacilityCredentialConfig, and SchedulingSystem.facilityCredentials. -SCHEMA 372: Add ScheduledShift.shadowShifts. -SCHEMA 373: Add ShadowShift.shiftTasksSignatures. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.8 and #minimumSuggestedVersionNumber to 2018.9.1. r2018.11.6.3548 2018-12-12: -SF: #04074 Hack to supply admission type on Sandata shifts exported for CuS1345. r2018.11.5.3544 2018-12-07: -SF: Allow configuring a fixed value for box 17 on UB04 forms. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.7.3 and #minimumSuggestedVersionNumber to 2018.9. r2018.11.4.3535 2018-11-30: -DB: Have ServerIncantPortal>>_exportMemoryStatistics use a background process. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.7.2 and #minimumSuggestedVersionNumber to 2018.8.3. r2018.11.3.3530 2018-11-23: -SB: #04066 Fix 837P export to fall back to interchangeReceiverID when medicaidPayerID not provided. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.7.1 and #minimumSuggestedVersionNumber to 2018.8.2. r2018.11.2.3524 2018-11-17: -CB: Patch TelephonyEventLinkShell to ensure applied values go to the server. r2018.11.0.3522 2018-11-16: *CB: #02884 Split Task history as needed when an included-in-care-plans checkbox is toggled in Skills Configuration. -CB: #00990 Clarify wording on "Repeat Assignment Every Other Week" prompter. -SCHEMA 363: Rename TelephonyEvent.mileage to mileageString. *CF: #03538 Have the TelephonyEventLinkShell update as needed when left open for an extended period. -SCHEMA 364: Add SchedulingSystem.rootGroup, remove SchedulingSystem.groups. Group .parentGroup->.parent, .subGroups->.groups. -SCHEMA 365: Add PersistedGroup, Facility, ClientFlags, SchedulingSystem.facilities and Client.clientFlags. Move Group into PersistedGroup table. -SCHEMA 366: Add PersonFlags and Person.personFlags. *CB: #03821 Add physical signature lines back to AssignmentTimesheet. *CF: #03821 Add option when printing Assignment Timesheets to include physical Signature lines or not. -AF: #04054 Added a new preference isCarePlanSignatureRequiredForClockOut for the CMA. -SB: #03191 Better error message saving an empty-named category in Skills Configuration. r2018.10.4.3516 2018-11-09: *COMPAT: Change #minimumCompatibleVersionNumber to 2018.6.5 and #minimumSuggestedVersionNumber to 2018.8. r2018.10.3.3510 2018-11-04: -SB:,-VW: #04028 Fix primitive failure issue due to newly added memory usage analysis tool. r2018.10.2.3509 2018-11-03: -SB: #03068 Fix splitting of certain emails being sent to SMS-gateways to not terminate the message prematurely. -SB: #04013 Prefer local over toll-free number for sending SMS texts, giving greater reliability. -SB: Make data more consistent when storing tasks on a telephony event. *SF: #04014 Maximum reimbursable/travel mileage are now configurable via a preference incant. -SF: #03998 Support tools for analyzing server memory usage. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.6.4 and #minimumSuggestedVersionNumber to 2018.7.3. r2018.10.1.3502 2018-10-26: -WB: Fix problem rendering map containing an address with custom coordinates set due to inability to geolocate it. -SB: #03675 Keep Shoshana support users from being persisted prior to release of forthcoming new feature. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.6.2 and #minimumSuggestedVersionNumber to 2018.7.2. r2018.10.0.3497 2018-10-19: *WF: #03899 Job Application submissions no longer depend on retaining a webApp session -- server restarts are okay. -SCHEMA 359: Add Group, Group{Member|Supervisor}Relationship, Staff.groupsCreated, Staff.groupsSupervised and Person.groups. -AF: #03948 Add preference that will block CMA clock-in/out when too far from client location. *SF: #03944 BulkMessageCreation sends messages in the background, as sending a bunch of individual SMS texts may take some time. -AF: Birthday Report now respects Client Privacy Report Name settings. -SCHEMA 360: Add SystemUser and SchedulingSystem.systemUsers. *CF: #03961 Added Client Signatures to Assignment Timesheet. -SB: #03258 Changing a client's address clears any cached overtime info if estimated travel times are enabled. *CF: #03098 Travel Time now included in the Total Pay column of the planner by default. -SCHEMA 361: Add Person.firebaseDevices and FirebaseDevice. -SCHEMA 362: Remove Staff.groupsCreated, add Person.groupsCreated, change Group.createdBy from Staff to Person. *CF: #03545 Customer Care can now designate height and width of printout header logos. -CF: Allow including client.clientNumber field in invoice exports. -SF: Change client privacy default setting to be firstNameLastInitial for NoShowMessage, ShiftOffer and ShiftReminder. -SB: #04002 Fix QB customer sync issue connecting a clientPaymentOblication where only the firstName was used. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.6.1 and #minimumSuggestedVersionNumber to 2018.7.1. r2018.9.4.3490 2018-10-12: -SF: Allow #firstNameLastInitialAndExtraID as a privacy setting option for client info in communications. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.6 and #minimumSuggestedVersionNumber to 2018.7. r2018.9.3.3484 2018-10-05: *COMPAT: Change #minimumCompatibleVersionNumber to 2018.5.3 and #minimumSuggestedVersionNumber to 2018.6.5. r2018.9.2.3478 2018-09-28: -WB: #03923 Fix single person Action list in webApp to allow filtering by type/status. -SB: #03966 Fix issue trying to send too large a message to the winApp for the Assignment Timesheet due to signatures. -SB: Fix issue with Shoshana Support consuming too much memory during large shift exports. *SF: #03979 Allow extraID as a privacy setting option for client info in communications. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.5.2 and #minimumSuggestedVersionNumber to 2018.6.4. r2018.9.1.3473 2018-09-21: -SB: #03931 Mitigate issue of mapquest unexpectedly including unicode characters in returned addresses. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.5.1 and #minimumSuggestedVersionNumber to 2018.6.2. r2018.9.0.3467 2018-09-14: *CF: #03929 Add ClientPlanner option to join shifts across the week boundary. *WF: #03289 Display the caregiver note to agency on a telephony event in the webApp. *CF: #02179 Add options to CarePlanListShell to duplicate care plan to another service, make an old one active or import one from another service. *AF: #03860 Add option for CMA to create EVV clock-in/out events without a Shift. -SCHEMA 357: Migrate preference telephonyAreGeneralAgencyNotesEnabled -> areGeneralAgencyNotesEnabled. -SCHEMA 358: Drop old ServicePaymentObligation.overtimeIsEligibleForBillAllocation. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.5 and #minimumSuggestedVersionNumber to 2018.6.1. r2018.8.3.3460 2018-09-07: -SB: #03893 Combined mileage entries on a day to one line for Kronos payroll export. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.4.6 and #minimumSuggestedVersionNumber to 2018.6. r2018.8.2.3454 2018-08-31: -SB: Have CarePlan>>defaultShowSelected always be true. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.4.5 and #minimumSuggestedVersionNumber to 2018.5.3. r2018.8.1.3450 2018-08-24: -SF: Change default winApp lockout timeout to 25 minutes with a 3 minute warning. -SB: Don't include zero travel time entries in the Kronos export. -AR: Rename areGeneralNotesToAgencyEnabled preference going to the CMA. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.4.4 and #minimumSuggestedVersionNumber to 2018.5.2. r2018.8.0.3444 2018-08-17: *AF: #03289 Accept a typed note from the caregiver mobile app on clock-out. *CF: Display the note on the EVV Event. Include option to print them on the Tasks Report. -SCHEMA 356: Add TelephonyEvent.note. *AF: #03821 Assignment Timesheet printouts now have the ability to include Caregiver signatures from shift tasks. *SF: #03464 Add "Join Shifts" to the Planner menu when 2 adjacent shifts are selected, allowing for merging them into one. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.4 and #minimumSuggestedVersionNumber to 2018.5.1. r2018.7.3.3433 2018-08-10: *COMPAT: Change #minimumCompatibleVersionNumber to 2018.3.10 and #minimumSuggestedVersionNumber to 2018.5. r2018.7.2.3428 2018-08-03: *COMPAT: Change #minimumCompatibleVersionNumber to 2018.3.9 and #minimumSuggestedVersionNumber to 2018.4.6. r2018.7.1.3422 2018-07-27: -SF: #03893 Update Kronos export to have travel time in Time Entry file instead of Counter file. -CB: Fix winApp "ConfigureTelephonyShell does not understand #tryTheThingNumber1" error. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.3.8 and #minimumSuggestedVersionNumber to 2018.4.5. r2018.7.0.3417 2018-07-20: -AB: #03489 Don't show Shift Offer in the CMA if there's now an overlapping assigned shift. -SF: #03804 SVR: Log performance of webApp requests for later analysis. *CF: #03460 Add ability per Payment Obligation to only bill the overtime of specific caregivers. -SCHEMA 355: Add ServicePaymentObligation.caregiversToBeChargedFor. Change .overtimeIsEligibleForBillAllocation to OvertimeBillingStatus. -AB: #03844 Fix problem with CMA mileage with tenths being mishandled. -WB: #03871 Fix webApp menu handling on mobile device web browsers. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.3.4 and #minimumSuggestedVersionNumber to 2018.4.4. r2018.6.5.3410 2018-07-13: -SB: Have _turnOffCarePlanSnapshots incant ensure nil through dates on all unlocked post-snapshot care plans. -CB: #03864 Fix problem enabling caregiver signatures on task reports if client signatures weren't enabled. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.3.3 and #minimumSuggestedVersionNumber to 2018.4. r2018.6.4.3405 2018-07-06: *COMPAT: Change #minimumCompatibleVersionNumber to 2018.2.2 and #minimumSuggestedVersionNumber to 2018.3.10. r2018.6.3.3401 2018-07-03: -SB: #03845 Ensure safe error handling during Sandata syncing process. r2018.6.2.3399 2018-06-29: -SB: #03836 Fix where shift's sandataSynced value could be turned into DBDeletedObject. -SB: #03836 Ensure Sandata auto-sync runs in the server process. -WB: #03839 Clarify message specifying Tasks vs. Care Plan as to what's missing on a shift in the webApp. -SF: #03751 Add option to export payroll in Kronos format, initially for CuS1272. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.2.1 and #minimumSuggestedVersionNumber to 2018.3.9. r2018.6.1.3389 2018-06-22: -SB: #03825 Have tasks on the new careplan marked as required affect matching. -SB: #03830 Show error message to user occurring in an operation recently moved into the background. -AR: Fix sending of timeout preference to the CMA. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.2 and #minimumSuggestedVersionNumber to 2018.3.8. r2018.6.0.3383 2018-06-15: *SF: #03677 Add the ability to send overstay notifications to caregivers. *CF: Added configuration of caregiver overstay Notifications preference in Telephony Configuration. *SB: #03491 Fix ordering of shift information messages. *SF: #03390 Add option to include a custom agency ID in the subject of no-show/overstay notifications. -CF: Able to set the agency identifier in EVV/Telephony Configuration. -SF: #03145 Add a cron sync job for Sandata, along with bulk updates. -SCHEMA 353: Add AuditLogValue, AuditLogEntry (and ShiftAuditLogEntry), ScheduledShift.auditLogEntries. *CF: #03755 Add Authorization Number to service for Medicaid/VA Billing. -SCHEMA 354: Add Service.authorizationNumber. -SF: #00085 Move most file export operations into a background process. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.1.6 and #minimumSuggestedVersionNumber to 2018.3.4. r2018.5.3.3372 2018-06-08: -SF: #03594 Set up for QuickBooks customer and employee syncing without interfering with other server activity. -SF: #03604 Don't let mass shift offers to multiple caregivers tie up the server process for an extended period. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.1.5 and #minimumSuggestedVersionNumber to 2018.3.3. r2018.5.2.3365 2018-06-01: -WB: #01336 Fix possible possible problem explicitly logging out of the caregiver winApp after password expiration prompt. -SB: #03784 Fix edge conditions where "in progress" care plan might not be found when filling tasks. -WB: #03725 Properly handle password expiring prompt if logging into the webApp via RosemarkSystem.com. -SB: #03731 Increase performance by not checking status of uncovered/overstayed shifts on schedule changes that aren't near today. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.1.3 and #minimumSuggestedVersionNumber to 2018.2.2. r2018.5.1.3360 2018-05-25: -SB: #03774 Fix CarePlanPrintout and GenericAssignmentTimesheetPrintout to not look only at current care plan tasks. -SB: #03710 Ensure control of which Sandata sync errors cause image dumps. -AB: Eliminate server error following dashboard sign-in with bad username/password. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.1.2 and #minimumSuggestedVersionNumber to 2018.2.1. r2018.5.0.3355 2018-05-18: *SF: #03725 Password expiring soon message is now presented to users after login on winApp, webApp and CMA. *CF: #03710 Summarize Sandata shift sync errors in the UI, while still allowing access to individual shift lists. *SF: #03513 Added checks for significant filtering on the Action List and Invoice List. -SCHEMA 351: Fill in Email.emailAddress for all Persons -SCHEMA 352: Add isDefunct as a Boolean flag on Password. Set all currently expired passwords to #isDefunct. *COMPAT: Change #minimumCompatibleVersionNumber to 2018.1.1 and #minimumSuggestedVersionNumber to 2018.2. r2018.4.6.3348 2018-05-11: -SB: #03147 Fix issue in which some shifts might not sync to Sandata. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.14.6 and #minimumSuggestedVersionNumber to 2018.1.6. r2018.4.5.3342 2018-05-04: *SF: #00388 Option for non-billable QuickBooks time events when doing shift export. -WB: #03727 Add check on signing shift tasks that signature is not already present. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.14.5 and #minimumSuggestedVersionNumber to 2018.1.5. r2018.4.4.3335 2018-04-27: -SB: #03728 Fix initialization of new SchedulingSystem Applicant OnlineInfo. -SB: #03729 Do noShow/overstay notification in real-time even without telephony infrastructure. -SB: #02656 Speedup - only checkUncoveredShifts once when a schedule changes. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.14.3 and #minimumSuggestedVersionNumber to 2018.1.3. r2018.4.3.3332 2018-04-24: -SCHEMA 350: Put off expiration of (originally) legacy passwords by another two months -- TAKE 3. r2018.4.2.3331 2018-04-24: -SCHEMA 349: Put off expiration of (previously) legacy passwords by another two months -- TAKE 2. r2018.4.1.3330 2018-04-23: -SB: Fix care plan toggling issue in the SkillsConfigurationShell. -SB: Fix bug in which bill-only misc. expenses would show up in a detailed payroll report. -SB: Fix issue linking a TelephonyEventTask to a deactivated CarePlanTask when an active CarePlanTask is also present on the care plan. -SCHEMA 348: Put off expiration of legacy passwords by another two months. r2018.4.0.3329 2018-04-21: *CF: #02990 Show when GPS location is out-of-bounds when linking clock-in/out to a shift. *CF: #00199 Allow customers to be companies. Including syncing with QuickBooks as such. *SF: #03609 Block caregivers from seeing historical information and block discharged caregivers from seeing any information. *CF: #03512 Signatures added to task report. *CF: #03710 Show indicator that a service type is Medicaid / Sandata in the configuration shell. *CF: #03710 Add a splitter between the lists on the SandataSyncStatusShell. *COMPAT: Change #minimumSuggestedVersionNumber to 2018.1.2. r2018.3.10.3321 2018-04-13: -SF: #03697 Change when inquiries are considered convertedToClient -- either active today or has assigned shift. -SB: #03700 Auto-close open Care Plan windows when the associated service is deleted. -SB: #03664 Fix bug preventing multiple global care plan tasks from being modified on the same day. -SB: #03708 Prevent pre-2018.3 winApps from opening Clients whose preferred contact method is "No Preference". *COMPAT: Change #minimumCompatibleVersionNumber to 2017.14 and #minimumSuggestedVersionNumber to 2018.1.1. r2018.3.9.3315 2018-04-07: -SCHEMA 347: #03678 Fix Email.emailAddress for Staff who've existed for more than a year without being changed. *CB:,*WB: #03664 Fix inability to see deactivated tasks on a staff view of a locked care plan that still has that task. -WB: #03657 Fix html weirdness displaying the "YOU MUST SIGN THIS CARE PLAN IMMEDIATELY" message on the webApp. -SB: #03672 Fix problem in 3/27/18 patch that resulted in multiple insertions/deletions of (essentially) the same care plan task. -SB: #03657 Fix Service>>activeCarePlanAsOf: to consider whether or not an in-progress care plan is active on a given day. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.13.3 and #minimumSuggestedVersionNumber to 2017.14.6. r2018.3.8.3309 2018-03-31: -SB: #03672 Fix issue with CarePlanTask #setTask: keeping referencing collection consistent when splitting a Task. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.13.2 and #minimumSuggestedVersionNumber to 2017.14.5. r2018.3.7.3306 2018-03-27: -SR: #03664 Tweak how care plans split when changing global tasks. r2018.3.6.3305 2018-03-27: -AB: #03655 Better CMA error message when trying to create a clock-in or clock-out and the shift no longer exists. -SB: #03664 Fix bug where care plans would continue to contain (old versions of) global tasks that had been changed or removed. r2018.3.5.3304 2018-03-26: -SB: #03663 Fix issue where new ClientLead could persists additional copies of the LossIndicatorType list. r2018.3.4.3301 2018-03-23: -CB: #03641 Fix possible edge case with Caregiver Availability wrapping over internal week Boundary. -SB: Fix issue where care plan during non-snapshot phase, with no tasks, might not get needed split. -SB: Fix problem with turning care plan snapshots back off. -SB: #03656: Don't dump an image on every ServerIncantPortal error. -SB: Get AlertsShell to update when the alerts are edited elsewhere. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.13 and #minimumSuggestedVersionNumber to 2017.14.3. r2018.3.2.3294 2018-03-17: *CF:,*WF: #03301, #03302, #03501: Add CarePlans and related UI. -SCHEMA 342: Add a number of tables for CarePlans. Add Service.carePlans, Task.carePlanTasks, RecordedTask.carePlanTask. -SCHEMA 343: Rename preferences: #canCaregiver{Accept|Refuse}ShiftOffers. *CF: #03324 Changed Login/Logout to Clock-In/Clock-Out Respectively and added Electronic Visit Verification (EVV) where needed *CF: #02950 - Added Extra fields - Loss Indicator and Person Completing HomeVisit in Client Inquiry tab. -SCHEMA 344: Add ClientLead.personCompletingHomeVisit. Add LossIndicatorType. Add system possibleLossIndicatorType default list. -SCHEMA 345: Add 'New Client Lead' actionType. Set lead.lossIndicator to 'Other' for already closed leads. -CF: #03631 Added careplan composite printout. -SCHEMA 346: Add Client.alerts. r2018.2.2.3283 2018-03-09: -AF: Do sessionRefresh when CMA user acknowledges time-out warning. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.12.3 and #minimumSuggestedVersionNumber to 2017.14. r2018.2.1.3276 2018-03-02: -AB: #03639 Fix CMA problem with the shiftOfferResponse: API if the shift has been deleted. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.12.2 and #minimumSuggestedVersionNumber to 2017.13.3. r2018.2.0.3269 2018-02-23: *SF: #03528 Allow assigning over Shift Offers without need for "Possibly Available". -AB: #03577 Have the CMA validate that a shift is still for the caregiver in case it was just re-assigned. -SR: #03454 Fix issue with FTE Report liveInEquivalentDuration with multi-agency dashboard. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.12.1 and #minimumSuggestedVersionNumber to 2017.13.2. r2018.1.6.3263 2018-02-16: -SB: #03595 Fix error adding an inactive period to an ongoing EOW pattern. -AF: #03570 Change some error messages from the CMA portals to be more useful. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.12 and #minimumSuggestedVersionNumber to 2017.13.1. r2018.1.5.3257 2018-02-09: -CB: #03593: Fix verifying Account type in QuickBooks Online possibly not working. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.11.7 and #minimumSuggestedVersionNumber to 2017.13. r2018.1.4.3251 2018-02-06: -SF: Change ServerMonitor>>timeoutWaitSeconds to 180. r2018.1.3.3248 2018-02-03: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.11.3 and #minimumSuggestedVersionNumber to 2017.12.3. r2018.1.2.3242 2018-01-27: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.11.2 and #minimumSuggestedVersionNumber to 2017.12.2. r2018.1.1.3236 2018-01-21: -SB: Fix #03568 error trying to assign previously invoiced Open shift with overtime involved. r2018.1.0.3235 2018-01-20: -SB: #03205 Fix bug clearing signatures in old format. -CB: #03540 RateListEditModel DNU #userError: trying to add billRate to PO. *SF: #01301 Maintain the identity of the "primary" shift (O/A/V/CCS/CCH/OCS) when assigning, unassigning, canceling, etc. -WB: #03391 Fix printing of maps -- available caregivers, etc. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.11 and #minimumSuggestedVersionNumber to 2017.12.1. r2017.14.6.3229 2018-01-12: -SB: Fix to ensure deleting sandataSynced shifts when necessary. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.10.5 and #minimumSuggestedVersionNumber to 2017.12. r2017.14.5.3225 2018-01-05: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.10.4 and #minimumSuggestedVersionNumber to 2017.11.7. r2017.14.4.3220 2017-12-29: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.10.3 and #minimumSuggestedVersionNumber to 2017.11.3. r2017.14.3.3215 2017-12-23: -SB: Update winApp compatibility checking for closed client inquiries. -WF: Add rendering/editing of client Lead fields on the inquiry tab in the webApp. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.10.2 and #minimumSuggestedVersionNumber to 2017.11.2. r2017.14.2.3213 2017-12-18: -SB: Fix error when staff open a client in the web application. r2017.14.1.3212 2017-12-17: -SB: Fix error when old winApp adds Quit/Discharged pattern. r2017.14.0.3210 2017-12-16: -SCHEMA 336: Add an index for Signature.owner. *CF: #03427 and #03428 Add Client Lead fields to the inquiry tab, making it scrollable. -SCHEMA 337: Changed types of ClientLead .thirdPartyClientID, .beginServicesTimeFrame, .preferredContactTime and .preferredContactMethod; add .attemptedContactDate. *CF: #03432 Added Every-other-week Availability patterns for caregivers. -SCHEMA 338: Added EOW... and Weekly... as subclasses to PeriodicShiftPattern. -SF: #03456 Run agency dashboard reports in a background process. *CF: #01363 Locked actions can only be sent one email without being unlocked. *AF: #03291 Extra tasks may be added by the caregiver to a shift using the CMA. -SCHEMA 339: #03493 Push APIUser up to AbstractDomainApplication. -AF: #00775 Birthday report may be generated through an API call. -SCHEMA 340: Changed Employee.timesAvailable from WeeklyPeriodicShiftPattern to PeriodicShiftPattern. -SCHEMA 341: Renamed Task.telephonyEventTasks to Task.recordedTasks and pushed up TelephonyEventTask.task. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.10 and #minimumSuggestedVersionNumber to 2017.11. r2017.13.3.3198 2017-12-08: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.9.3 and #minimumSuggestedVersionNumber to 2017.10.5. r2017.13.2.3192 2017-12-01: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.9.2 and #minimumSuggestedVersionNumber to 2017.10.4. r2017.13.1.3184 2017-11-25: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.9.1 and #minimumSuggestedVersionNumber to 2017.10.3. r2017.13.0.3179 2017-11-18: -SCHEMA 331: Add Signature, ShiftTasksSignature, SignatureData, and ScheduledShift.shiftTasksSignatures. -SCHEMA 332: Added ClientLead and Client.lead. *SF: #02379 Additional 837I export enhancements. revenueCode, SSN as memberID, interchangeIDQualifier, isAcknowledgementRequested -WF: #03470 Add Payer ID field to the Medicaid Configuration page. *CF: #03192 Rotate the winApp errors file so it'll stay a reasonable size, making it easier to send to Shoshana support. -SB: #03478 Fix issue with not getting notification that a voice recording had been left via the CMA. -SF: #03490 Added preference that affects whether or not Caregiver no-show alerts are in all caps or not. *CF: #01363 Added The ability to lock individual Actions or all actions of a given type from further editing. May be unlocked by administrator. -SCHEMA 333: Add Action.isLocked and ActionType.isLockedDefault. *CB: #03449 Fix problem sending to-be-emailed Invoices to QuickBooks Online. -SCHEMA 334: Update all Customer emails that are blank with their QB synced email value. -SCHEMA 335: Removed Action.isCompleted and Action.isLocked and replace them with Action.actionFlags. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.9 and #minimumSuggestedVersionNumber to 2017.10.2. r2017.12.3.3171 2017-11-10: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.8.5 and #minimumSuggestedVersionNumber to 2017.10. r2017.12.2.3166 2017-11-03: -SB: #03478 Fix missing agency notifications of voice recordings left by the Caregiver Mobile App. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.8.4 and #minimumSuggestedVersionNumber to 2017.9.3. r2017.12.1.3158 2017-10-27: -SB: #03376 Fixed telephony application error due to including non-ASCII characters in broadcast messages. -SR: Make isOnOrBeforeFilteringProhibitedWithoutOtherFilters true by default. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.8.1 and #minimumSuggestedVersionNumber to 2017.9.2. r2017.12.0.3154 2017-10-21: *CF: #03131 Lockout user after being idle for a set amount of time. *CF: #03208 Agency Logo can appear on all RTF reports. -CB: #03191 Fixed the UndefinedObject error in Skills Configuration Portal. -SCHEMA 328: Add PersistedSystem.apiUsers. *CF: #02379 Created 837I for VA Billing. -AF: #03403 Add ability for Caregiver Mobile App to create check-ins. *SB: #03100 Fixed possible Customer DNU #basicBillingAddressForStore when Customer has separate billing address. -SCHEMA 329: Add Customer.hasSeparateBillingAddress. -SCHEMA 330: Exclude #subscriberNameSecondaryIdentification from medicaid837pExcludedSegments by default. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.8 and #minimumSuggestedVersionNumber to 2017.9.1. r2017.11.7.3147 2017-10-15: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.7.1 and #minimumSuggestedVersionNumber to 2017.9. r2017.11.6.3146 2017-10-12: -SB: Re-fix error trying to generate PDF files. r2017.11.5.3145 2017-10-11: -SB: Correct issue with categorizing Sandata shift sync errors. r2017.11.4.3142 2017-10-09: -SB: Fix error trying to generate PDF files. r2017.11.3.3140 2017-10-07: -SD: Fix some issues with reporting errors encountered during Sandata shift syncing to the user. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.7 and #minimumSuggestedVersionNumber to 2017.8.5. r2017.11.2.3132 2017-09-29: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.6.5 and #minimumSuggestedVersionNumber to 2017.8.4. r2017.11.1.3126 2017-09-23: -SB: #03396 STWTwilioSMSSession does not understand #callSid. r2017.11.0.3125 2017-09-23: *SF: #00049 Include Customer email when syncing with QuickBooks (if enabled). -SF: #03372 Restored Map functionality on info tabs to just showing the address location. -CB: #03372 Tweak enable of Map button on Custom Coordinates shell. -SCHEMA 326: Added APIUser. -CF: #03213 Remove start and end of travel time from Detailed payroll printout. *SF: #01628 Allow Caregivers to get email or text notifications of no-shows. *CF: #01628 Add "Enable Caregiver No Show Notifications" to Configure Telephony. *CF: #03143, #03144 Add ability to import EVV events from Sandata AllVisits and ConfirmedVisits files -SCHEMA 327: Set #isQuickBooksCustomerEmailSyncingEnabled preference false for selected agencies. -CB: #00015 Disable the qbInvoiceVia drop-down menu when an invoice is closed out *COMPAT: Change #minimumCompatibleVersionNumber to 2017.6.4 and #minimumSuggestedVersionNumber to 2017.8.1. r2017.10.5.3117 2017-09-15: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.6.3 and #minimumSuggestedVersionNumber to 2017.8. r2017.10.4.3109 2017-09-08: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.6 and #minimumSuggestedVersionNumber to 2017.7.1. r2017.10.3.3105 2017-09-01: -SB: Add compatibility check if a user is changing an address with custom coordinates. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.5.3 and #minimumSuggestedVersionNumber to 2017.7. r2017.10.2.3100 2017-08-25: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.5.2 and #minimumSuggestedVersionNumber to 2017.6.5. r2017.10.1.3096 2017-08-21: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.5 and #minimumSuggestedVersionNumber to 2017.6.4. r2017.10.0.3095 2017-08-18: *SF: #03089 Allow custom Classes to be sent to QuickBooks when doing an Invoice export. Settable on Payment Obligations. -CF: #03089 New Configuration for QuickBooksClass. And selection of QB Class by Payment Obligation. -SCHEMA 323: Add PaymentObligations.quickBooksClassItem as MasterItem. -SB: #03244 Fix preserving visibility to client/caregiver when keeping a shift comment during unassign/cancel. *CF: #02837 Add ability to override Mapquest coordinates with custom coordinates on Clients. -SCHEMA 324: Add Address.explicitLatitude and Address.explicitLongitude. *CF: #03142, #03224 Add ability to sync shifts to SandataSyncStatusShell. -SCHEMA 325: Add SchedulingSystem.sandataDeletedShifts. r2017.9.3.3089 2017-08-11: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.4.9 and #minimumSuggestedVersionNumber to 2017.6.3. r2017.9.2.3083 2017-08-05: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.4.7 and #minimumSuggestedVersionNumber to 2017.6. r2017.9.1.3078 2017-07-29: -SF: #03298 Include reimbursable mileage in ACCPAC payroll export. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.4.6 and #minimumSuggestedVersionNumber to 2017.5.3. r2017.9.0.3073 2017-07-22: -SB: Refactor AggregatedDataReporter so it works in production. -AR: Add preference #isCarePlanEditableByCaregiver back in. *CF: #03268 Added configuration for auto-advancing the visibility of Caregiver Schedules. -SB: #03282 Fix possible "Error exporting invoice: Invalid format for Number" going to QuickBooks Online edition. -AB: Acceptance of ShiftOffers by the Caregiver Mobile app can now notify the agency. *CF: #03299 Added a Mileage and Misc. expenses section to the Shift RTF Printout *CF: #03317 Shift Printout now uses the UI formatting preference for all Pay Bill Duration values. -AB: #03318 Fix issue with empty-string comments causing error when trying to apply task changes from the CMA. -AF: #03285 Add ability to hide Refused Assignment shifts on the CMA. -SCHEMA 322: Rename a couple of preferences. -AF: Show caregiver the minimum calculated distance between their phone's reported GPS coordinates and the client's address when clock-in/clock-out is too far away. -WB: #03217 Fix webApp so Linking/Unlinking telephonyEvents immediately updates the displayed status. -WF: #03261 Add Ignore/Unignore option for telephonyEvents on web portal. -CF: Have TelephonyEvent List also include the #attached CMA events that haven't been linked when filtering for #loose events. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.4.3 and #minimumSuggestedVersionNumber to 2017.5.2. r2017.8.7.3064 2017-07-15: -SB: Fix invoice export compatibility check to deal with QuickBooks Online Edition. r2017.8.6.3062 2017-07-15: -AB: Fix MobileShiftTasksPortal>>applyChanges: to do older #isWebShiftTaskChecklistEnabled against system, not preferences. r2017.8.5.3060 2017-07-14: -SB: Fix stripping problem with two incants, #caregiverHandoutAddInquiryFields and #caregiverHandoutRemoveInquiryFields. -SB: #00015 Fix compatibility issues with the printing/emailing of invoices exported to QuickBooks. -AB: Respect preference as to whether Refused Assignment shifts are shown in the Caregiver Mobile app. -AB: #03318 Fix issue with empty-string comments causing assertion failures when trying to apply task changes from the CMA. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.4.2 and #minimumSuggestedVersionNumber to 2017.5. r2017.8.4.3056 2017-07-07: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.4 and #minimumSuggestedVersionNumber to 2017.4.9. r2017.8.3.3050 2017-07-03: -SB: #02849 Fix error handling issue with HTTPConnection>>interact. r2017.8.2.3049 2017-06-30: -SB: Fix WinApp compatibility issue with #areEarlyClockOutsEnabled field on the ConfigureTelephonyShell. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.3.5 and #minimumSuggestedVersionNumber to 2017.4.7. r2017.8.1.3045 2017-06-27: -SB: Fix WinApp compatibility issue with #isCaregiverMobileEnabled field on the ConfigureTelephonyShell. r2017.8.0.3043 2017-06-24: *CF: #03220 Add option to show/hide Client or Caregiver names on the monthly calendar printouts. *WF: #03211 Added missing website field to referrer info tab on the web portal. *SF: #03243 Option to send text/email notifications for early clock outs similar to missed clock ins. *CF: #03243 Added a Telephony Configuration option to enable/disable Early Clock-out notifications. *AF: #03240 Lots of API updates to support the release of the Caregiver Mobile app. *COMPAT: Set #minimumCMACompatibleVersionNumber to 0.8.6. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.3.3 and #minimumSuggestedVersionNumber to 2017.4.6. r2017.7.1.3035 2017-06-16: -SB: #03247 Fix problem sending invalidated shift offer messages when #outgoingMessagesUseStaffEmail preference is on. -CB: #03251 Fixed "Caregiver List - Active During..." showing column for "App Date" when it should be showing "Extra ID". -AB: Wrap saving Caregiver Mobile care plan signatures in a transaction to ensure they're persisted. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.3 and #minimumSuggestedVersionNumber to 2017.4.3. r2017.7.0.3030 2017-06-10: -SF: Handle attached telephony events when a shift is split. -AB: Fixed bug in mobile app where caregivers were only allowed to sign care plans if they had already signed them. -SB: #03218 Deal with winApp compatibility for shifts owning telephonyEvents. -SF: #03153 Support for AggregationSchedulingApplications. -SCHEMA 320: Add PersistedSystem as super class to SchedulingSystem and AggregationSystem. *CF: #00015 Allow setting the default QuickBooks invoicing type on payment obligations (email, print, email & print, none), and overriding it on individual invoices. -SCHEMA 321: Add PaymentObligation.qbInvoiceVia, and Invoice.qbInvoiceVia. Drop unused Invoice.format. -SF: #03229 Option to make setting of caregiver passwords permanent instead of temporary. -SF: Don't use Word Automation by default -- results in faster opening of Word documents from Rosemark. -SB: #03231 Fix a possible problem sending messages about no longer available shift offers. *AF: #03179 Support for saving voice messages from caregiver mobile app. -SB: #03232 Fixed bug that didn't send emails to all email addresses for job application notifications. -SR: #03233 Add "Refused Assignment" to the list of shift statuses shown to caregivers by default in the WebApp. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.2 and #minimumSuggestedVersionNumber to 2017.4.2. r2017.6.5.3022 2017-06-03: -SB: #03232 Fix bug that didn't send emails to all email addresses for jobApp notifications. -SB: Fix #00436 #caregiverHandout{Add|Remove}InquiryFields preferences updaters weren't available. *COMPAT: Change #minimumCompatibleVersionNumber to 2017.1.5 and #minimumSuggestedVersionNumber to 2017.4. r2017.6.4.3018 2017-05-27: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.1.4 and #minimumSuggestedVersionNumber to 2017.3.5. r2017.6.3.3012 2017-05-19: *COMPAT: Change #minimumCompatibleVersionNumber to 2017.1 and #minimumSuggestedVersionNumber to 2017.3.3. r2017.6.2.3004 2017-05-15: -SB: Fix #03215 so that temporary password lifetime defaults are being used, rather than all defaulting to 24 hours. -CR: Changed wording on password expiration message from your "password has expired" to your "password is invalid". r2017.6.1.3002 2017-05-14: -SB: #03214 Fix some server side issues arising trying to send emails to invalid addresses. r2017.6.0.3001 2017-05-13: *CF: #03123 New field for reply to email addresses in the Agency Configuration Shell. *SF: #03123 Make use of 'reply-to:' when sending emails to avoid having multiple addresses in the 'from:'. -SCHEMA 316: Add #replyToAddress to preferences. Transfer #agencyEmailAddress there if more than 1 address, and reduce #agencyEmailAddress to just the first one. *SF: #02855 Option to email caregivers when a Shift Offer is filled by someone else. -SCHEMA 317: Add Employee.invalidatedShiftOffers. *SF: Added a relationship between TelephonyEvents and Shifts where they can be owned by shifts, without being linked. -SCHEMA 318: Add ScheduledShift.telephonyEvents [without actually changing tables]. Add index on TelephonyEvent.shift. *SF: #03150 Client inquiry date is automatically set to today on adding a new client in Rosemark. -CF: #00608,#02868 Validation of emails now done when they are entered on profiles. Invalid emails will be marked in red. -SB: #03191 Fix UndefinedObject DNU #trimSeparators in Task>>hasChangesFrom:. -SB: #03196 Don't allow non-ending date ranges in Report Services Hours -- gets "Infinite number of shifts". -SF: #00436 Add preferences to manipulate what is included on all Caregiver Handout printouts -SCHEMA 319: Add index on Password.person. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.16.6 and #minimumSuggestedVersionNumber to 2017.3. r2017.5.3.2995 2017-05-05: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.16.4 and #minimumSuggestedVersionNumber to 2017.2. r2017.5.2.2987 2017-04-28: -SF: #03187 Allow blanking out top fields (with payer information) on CMS-1500 form. -SB: #03189 Fix no longer proper acceptance, when necessary, of sub-par quality Mapquest results. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.16.3 and #minimumSuggestedVersionNumber to 2017.1.5. r2017.5.1.2981 2017-04-24: -WB: #03184 nil DNU #isOnlineEnabled from #forgotPassword for jobApplicant user. -SF: #03151 Allow earlier syncing of employees to Sandata, before they have shifts. -SF: Change the default preference for #sandataShiftSearchRange to be plus or minus 7 days. r2017.5.0.2980 2017-04-22: *SR,*CR: #02983: Produce export contents on the server (instead of sending models to the client) *CR: Remove Client/Caregiver/Customer/Referrer exports from the File menu on the Rosemark SchedulingSystem window. Can do the exports from any of the lists -- "File > Export list to spreadsheet". -CB: Enable the Service and Planner buttons on the Shift shell for read-only users. -SCHEMA 312: Add Password class and Person.password and .oldPasswords. -WF: Add #caregiverWebAppDefaultTimeout preference (default of 600 seconds). -SCHEMA 313: Add Person.passwords list to handle Password objects. -SB: Fix #03128 by generating a theoretical list of shift tasks on shifts with no shift tasks or event tasks. -SB: "customerAddress" field in Invoice export should use the customer's billingAddress. -SF: Add billTo, shipTo, requiredShiftStatusCode, requiredShiftStatusString fields to the Invoice export. -SCHEMA 314: Replace Password.needToChange with Password.flags. -SCHEMA 315: Set Password.flags to 0 for any pre-existing that had it nil. -SB: #03141 Fix possibly not using best Mapquest result of line1/line2 address combinations. -SF,-WF: Add "Forgot Password" button to winApp and webApp logins, allowing staff to get a temporary password emailed to their verified email address. -SF: Make entry of password on Caregiver profile, etc., a temporary password -- prompt them to change their password the first time they login. r2017.4.9.2972 2017-04-14: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.16 and #minimumSuggestedVersionNumber to 2017.1. r2017.4.8.2964 2017-04-08: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.15.3 and #minimumSuggestedVersionNumber to 2016.16.6. r2017.4.7.2959 2017-04-04: -CB: #03118 Fixed UndefinedObject DNU #notEmpty in Find Contact for Customer, Referrer, etc., prompter. (Fix was lost with 2017.4.2) r2017.4.6.2955 2017-03-31: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.15.1 and #minimumSuggestedVersionNumber to 2016.16.4. r2017.4.3.2945 2017-03-24: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.15 and #minimumSuggestedVersionNumber to 2016.16.3. r2017.4.2.2937 2017-03-17: -SB: #03119 Fixed possible "UndefinedObject DNU #revenueCode" error when printing a UB04. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.14.4 and #minimumSuggestedVersionNumber to 2016.16.2. r2017.4.1.2931 2017-03-13: -CB: #03118 Fixed UndefinedObject DNU #notEmpty in Find Contact for Customer, Referrer, etc., prompter. r2017.4.0.2930 2017-03-11: -SCHEMA 309: Add SandataShift and ScheduledShift.sandataSynced. -SF,-CF: Add "Sandata ID" field to Client Communications tab. Can be both imported and exported. -SCHEMA 310: Add Client.sandataExplicitID. -CR: Improve responsiveness of "Find Contact" window. -CB: FIXED #03113: Warning messages appearing with question-mark icon instead of exclamation-point. -SCHEMA 311: Add SandataShift .sd_status and .sd_cancellationReasonCode. -AF: Lots of additional support for the Caregiver Mobile App beta release. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.14.3 and #minimumSuggestedVersionNumber to 2016.16. r2017.3.5.2923 2017-03-03: -SB: #03112 Fix Leftover Caregiver Availability report to display correctly for non-Eastern timezones. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.14.2 and #minimumSuggestedVersionNumber to 2016.15.3. r2017.3.4.2917 2017.02-26: -SB: #03108 CMS-1500 contained the Diagnosis instead of the Diagnosis Pointer in field 24.E.. r2017.3.3.2915 2017.02-24: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.14.1 and #minimumSuggestedVersionNumber to 2016.15.1. r2017.3.2.2912 2017.02-22: -CF: #03107 Option to include the numeric Task codes on Care Plan and Assignment Timesheet printouts. r2017.3.1.2908 2017-02-20: -SB: Actually enable API endpoints in production servers. r2017.3.0.2906 2017-02-17: -AF: Extensions to the API to support new features of the beta version of the caregiverMobileApp. -SF: #03104 Option to have telephony prompt for travel mileage/time on all shifts. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.14 and #minimumSuggestedVersionNumber to 2016.15. r2017.2.0.2901 2017-02-11: *SF: #03087 Exporting Hours by Caregiver and Hours by Service now includes all name fields for caregivers/clients. -SF: #03093 Make report for Leftover CG Availability #03073 operational. [v2017.1.x winApp still prompts for filename, which ends up being ignored]. -SB: #03050 Fixed where Repeat Schedule might create a spurious shift several weeks ahead. *SF: #02987 Fancied up CMS-1500 global fields preference to fill arbitrary fields. -SB: #03099 Make turning configuration on/off of "automate travel time estimate based on route" update overtime calculations. *WF: #03082 Caregiver Photo on Client Web Portal. *CF: #00990 Repeat forward every other week in client planner. Added forward date prompter which has a every other week check box. -SCHEMA 308: Add VerificationCode, Email.pendingVerificationCode. *CF,*WF: #03014 Allow staff to "verify" their email address by entering a one-time code emailed to them. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.13.3 and #minimumSuggestedVersionNumber to 2016.14.4. r2017.1.5.2893 2017-02-03: -SB: FIXED #03097 nil DNU #printInnerOn: saving shift care plan checklist. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.13.2 and #minimumSuggestedVersionNumber to 2016.14.3. r2017.1.4.2887 2017-01-28: -CR: Save the leftover-caregiver-availability report to a temp file (when command gets re-enabled). *COMPAT: Change #minimumCompatibleVersionNumber to 2016.13 and #minimumSuggestedVersionNumber to 2016.14.2. r2017.1.2.2883 2017.01-25: *SB: #03095 Fixed "UndefinedObject does not understand #setTextInto:" error updating client/caregiver lists. r2017.1.1.2881 2017-01-24: *SB: #03093 Temporarily turn off Leftover Caregiver Availability report. r2017.1.0.2879 2017-01-21: -SF: #03070 Add a preference to limit the number of telephony events/shifts that a larger agency may view at a time. -WB: #03077 Add a "default" status to the status filters on the Pending Actions page to fix different pending counts on WinApp and WebApp. *CF: #03073 Report for Leftover CG Hours. *WF: #02053 Enable adding links to the online job application upon request. *CF: #02920 Added preference for using Midnight/Noon or AM/PM in time displays. -SF: #03045 Updated HCP benchmark report for 2017. Moved HCP benchmark report out of SurveyReport and into server incant. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.12.4 and #minimumSuggestedVersionNumber to 2016.14.1. r2016.16.6.2868 2017-01-13: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.12.3 and #minimumSuggestedVersionNumber to 2016.14. r2016.16.5.2861 2017-01-07: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.12.1 and #minimumSuggestedVersionNumber to 2016.13.3. r2016.16.4.2859 2017-01-05: -CB: Fixed SandataSyncStatusModel DNU #needsAddCaregiverCount. r2016.16.3.2854 2016-12-30: -SB: #03078 FIXED. Eliminate invalid characters from names of automatically uploaded telephony voice recordings. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.12 and #minimumSuggestedVersionNumber to 2016.13.2. r2016.16.2.2849 2016-12-23: -AB: Patch #responseWithMovedTo:forUrl: to restore access control allow origin headers in permanent redirect for CMA. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.11.4 and #minimumSuggestedVersionNumber to 2016.13. r2016.16.1.2844 2016-12-19: -SB: #03069 Fix getting 'Error: Unexpected clone of the SchedluingSystem occurred' some time after syncing customers with QuickBooks. r2016.16.0.2843 2016-12-17: *CF: Secondary sort: column sorting is now stable. *CF: #03039 Add 'open Rosemark Community' link using user's email address for login/signup. -SCHEMA 307: Add Email, and OnlineInfo.emailForLogin. *CF: #03016 Include on "hours by caregiver report" all caregivers who were active or have assigned shifts within the interval. *SF: #03033 Add the option to send a notification message when a telephony voice recording is left. *SF: #03048 Add option to specify the filename template used for voice recordings. -SB: #03044 Fix "this collection is empty" error doing splitAndSetTardy. *CF: #02946 Add ability to identify serviceTypes handled by Sandata, and to sync relevant Rosemark caregivers over to Sandata. -SB: #03042, #03062, #03063 Fix issues opening a planner when most or all of the client's services are discontinued. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.11.2 and #minimumSuggestedVersionNumber to 2016.12.4. r2016.15.3.2835 2016-12-09: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.11.1 and #minimumSuggestedVersionNumber to 2016.12.3. r2016.15.2.2832 2016-12-07: -SF: #03056 Use shiftReminderIsClientAddressIncluded preference to also optionally include the address when sending Shift Information message. r2016.15.1.2828 2016-12-03: -SB: Fixed #03052 Error trying to add to Caregiver/Client Compliance/Credentials configuration. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.10.5 and #minimumSuggestedVersionNumber to 2016.12.1. r2016.15.0.2823 2016-11-25: -SB: #02992 Assignment timesheet should now behave properly for tasks beginning in the middle of the reported-on period as well. *CF,*WF: #03000 Hide discontinued services on the planner and in the client profile list of services (note: service must be discontinued at least 30 days prior to today in order to hide it on the planner). *SF: #02993 Add warning to staff adding multiple services of the same type to a client. -SCHEMA 301: Add EmployeeHR.sandataDiscipline. Also fill in useCounts on #MedicaidProgram MasterItems. -CF: Extend #02882 to add planner menuItem "Assign Confirmed and Send Message" for more shift types. -WB: FIXED #02982: Can only set mileage Pay/Bill on an assigned shift. *CF: #03026 Create Customer List Shell -SCHEMA 302: Add Employee.sandataSynced and ServiceType.isSandata. *CF: #03028 Add Title, Suffix, and Extra ID columns to the Contact List. *CF: #03029 Add Website field to Customers, Referrers, and those with no role. -SCHEMA 304: Add OnlineInfo.website. *CF: #03031 Change Contact [List] shells to two tabs, summary and info, rather than no tabs or five tabs. -SCHEMA 305: Move #sandataDiscipline from EmployeeHR to directly on Employee. *CF: #02985 Add showing "Voice Message!" as appropriate on Shift Tasks Report. *COMPAT: Change #minimumSuggestedVersionNumber to 2016.12. r2016.14.4.2817 2016-11-19: -CF: Change name on installed desktop shortcut to "Rosemark System". *COMPAT: Change #minimumCompatibleVersionNumber to 2016.10.4 and #minimumSuggestedVersionNumber to 2016.11.4. r2016.14.3.2810 2016-11-11: -SF: Show a warning to users logging in from Windows XP machines. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.10.2 and #minimumSuggestedVersionNumber to 2016.11.2. r2016.14.2.2805 2016-11-05: -CB: Fix horizontal scrollbar appearing when resizing a list while scrolled to the very end. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.10.1 and #minimumSuggestedVersionNumber to 2016.11.1. r2016.14.1.2798 2016-10-28: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.10 and #minimumSuggestedVersionNumber to 2016.10.5. r2016.14.0.2795 2016-10-22: *CF,*WF: #02990 Add two preferences to the ConfigureTelephonyShell: #telephonyGeolocationWarningDistance, #telephonyAreGPSLoginWarningsEnabled. *CF,*WF: Add smsInboundReplyEmailAddress and smsInboundReplySMSAddress preference fields to ConfigureAgencyShell. -CI: Utilize version 7 of Dolphin as the framework for the winApp -- should have no externally visible effect. r2016.13.3.2790 2016-10-15: *SF: #03004 Option to force showing information of Emergency Contact 1 rather than Responsible Party on the Client Report. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.9.5 and #minimumSuggestedVersionNumber to 2016.10.4. r2016.13.2.2782 2016-10-07: *WF: Added Emergency Plan to webApp. *CF: Added Emergency Plan and Triage Code to client printouts. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.9.3 and #minimumSuggestedVersionNumber to 2016.10.2. r2016.13.1.2777 2016-10-02: *CB: #02998 FIXED Changing selection in lists doesn't set focus r2016.13.0.2776 2016-10-02: *CF,*WF: #00126 Added option for a separate customer billing address. -SCHEMA 298: Add SandataEmployee. *CF: #02972 Add menu command to ReportCaregiversHoursShell and ReportServicesHoursShell to export the list to spreadsheet. *CF: #02977 Add 'Export List to spreadsheet' menu item on InvoiceListShell. *SF: Add #cms1500GlobalFields preference for filling box 24b. *CF: #02445 Add ability to configure service types to be inactive (hiding them when adding). -SCHEMA 299: Add ServiceType.isInactive. *WF: #01971 Show other shifts option on caregiver webApp. *CF: #02077 Add 'Print/Preview Care Plan' to ServiceShell and SkillsSelectionServiceShell menu to allow printing care plans by individual service. -SF: #02995 Make CMS-485 form labels be ICD-10 (vs 9) as appropriate based on agency medicaid configuration. *SF: Add incant to merge customers that are a duplicate of their client in order to have a separate billing address. *CF: #02997 Add emergency plans free-fill text box to client Emergency tab. -SCHEMA 300: add ClientEmergency.emergencyPlan. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.9 and #minimumSuggestedVersionNumber to 2016.10.1. r2016.12.4.2768 2016-09-23: -SF: #02995 Make CMS-485 form labels be ICD-10 (vs 9) as appropriate based on agency medicaid configuration. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.8.5 and #minimumSuggestedVersionNumber to 2016.10. r2016.12.3.2762 2016-09-16: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.8.4 and #minimumSuggestedVersionNumber to 2016.9.6. r2016.12.2.2756 2016-09-09: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.8.2 and #minimumSuggestedVersionNumber to 2016.9.5. r2016.12.1.2752 2016-09-06: *SB: Fixed winApp compatibility issues with viewing/printing PDFs of Invoices, and from certain callbacks, e.g. sending shiftOffers from the planner. r2016.12.0.2749 2016-09-02: *CB: FIXED #02708 Outside document list updates wipe local unapplied updates. *WF: Add 'send shift reminder now' button to Caregiver Communications page. *CF,*WF: #02882 Add 'assign and send' option to the service planner and the available caregivers list. *CF,*WF: #02869 Add 'send shift information' option for assigned shifts on the service planner and individual shifts on the web app. -SCHEMA 297: Add 'Shift Information' ActionType. *CF: Add an outgoing email address preference to the agency configuration shell to allow agencies to send messages from the individual staff's email (if configured) rather than from a generic agency email address. -SB: FIXED 02961: N/A Telephony events not found by type filter. *SF: #02952 Change the default temp file names for viewing (and printing, for consistency's sake) CMS-1500s, UB-04s, and generic PDF invoices to reflect the document type and date. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.7.2 and #minimumSuggestedVersionNumber to 2016.9.3. r2016.11.4.2741 2016-08-26: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.7.1 and #minimumSuggestedVersionNumber to 2016.9. r2016.11.3.2732 2016-08-19: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.6.5 and #minimumSuggestedVersionNumber to 2016.8.5. r2016.11.2.2728 2016-08-15: -CB: Fix regression in v2016.11 that broke multi-selection in entity lists. r2016.11.1.2726 2016-08-12: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.6.3 and #minimumSuggestedVersionNumber to 2016.8.4. r2016.11.0.2720 2016-08-06: *CF: #02903 Send Shift Reminder Now button on caregiver profile. *SF: #02749 Late Logout Alerts. Send the agency an email notifying them when a caregiver fails to log out of a shift. Send a cancel email if the caregiver logs out after all. *SF: #02906 Notify the agency when an SMS is failed or undelivered. *WF: #02901 Client's personal info not available to caregiver on webApp for excluded pairings. *WF: #02915 Added preference to hide caregiver's last name from the client portal on the web app. *WF: #02917 Added "Offer Shift & Send Message" option to available caregivers list on a shift on the web app. -SCHEMA 293: Add SchedulingSystem.previousOverstayedShifts. -WB: FIXED #01646 Invalid shift duration linking TelephonyEvent in webApp. -WB: FIXED #02162: Error trying to open WinApp from WebApp after logging out or being disconnected in WinApp. -SB: FIXED #02699 "UndefinedObject does not understand #onTasksChanged" and follow-on "Removing non-existent ServiceTask" errors trying to remove a task from the global configuration. *CF:,*WF: #02888 'State' -> 'Province', 'ZIP' -> 'Postal Code' for Canadian agencies. *SB: FIXED #02681 "Channel did not fully disconnect" error when attempting to reconnect. *CF: Made the medications text box on the Client Condition tab a pop-out shell and increased its default height. -SCHEMA 294: Change logo preference URLs to reference local server instead of fixed www.shoshana.com. *SF,*WF: Added incant-only preferences to set the date range of the pending and completed actions buttons and lists. -SCHEMA 295: Add Customer.billingAddress. *SF: #02268 Don't create invoices without activity (by default, can be put back via preference). -SCHEMA 296: Set #telephonyAreNoShowsEnabled based on having a value for #telephonyProvider. *CB: FIXED 02947 'ID vs. key mismatch' error. *CB: FIXED FileUploadDialog possibly not respecting changes to the "name" field just before uploading. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.5.5 and #minimumSuggestedVersionNumber to 2016.8.2. r2016.10.5.2710 2016-07-29: -SB: Turn off the splitting of bulk messages sent to email-to-text gateway addresses. Can be turned back on with preference. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.5.4 and #minimumSuggestedVersionNumber to 2016.7.2. r2016.10.4.2704 2016-07-22: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.5.2 and #minimumSuggestedVersionNumber to 2016.7.1. r2016.10.3.2698 2016-07-15: -SB: #02914: Fix Rosemark trying to re-add Customer to QuickBooks Online that's been marked Inactive (deleted) in QBO. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.5 and #minimumSuggestedVersionNumber to 2016.6.5. r2016.10.1.2690 2016-07-08: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.4.1 and #minimumSuggestedVersionNumber to 2016.6.3. r2016.10.0.2686 2016-07-02: -WB: Provide a nicer warning when trying to link a telephony event that has already been linked elsewhere. *SB: FIXED #02737 Expected FixedPoint, got SmallInteger on ConfigureOvertime applyChanges:. *SB: FIXED #02880 nil DNU #nextDate SkillsConfiguration applyChanges. *CF: #02871 Caregiver Availability Improvements part 1. Added 'Add Quit/Discharged' button on AvailabilityPatternShell and changed 'Add a Copy' to 'Add Availability'. *SB,*CB: FIXED #02211 Assertion failure "Trying to modify inactive Task". -CB: #02885 Fixed spurious conflict notification when blanking out no-show email/text fields. -CF: Add a "Web!" menu item to the Action window. -WB: Improvements to error messages when interacting with stale data. *CF: #02866 Add Agency SMS Phone(s) to Agency Configuration. -SF: Allow sending of emails from the agency even when no agencyEmailAddress has been configured. -SB: FIXED #02900 Renaming a Credential and entering a leading or trailing space creates duplicate Job Application items. -CF: #02899 Add "Enable Infrastructure" to Telephony Configuration. *CF: #02883 Added SMS Character Counter to all actions and the bulk message creation window. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.4 and #minimumSuggestedVersionNumber to 2016.5.5. r2016.9.6.2678 2016-06-24: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.3.1 and #minimumSuggestedVersionNumber to 2016.5.4. r2016.9.5.2672 2016-06-17: -COMPAT: Restore upgrade help to 2014 vintage winApps. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.3 and #minimumSuggestedVersionNumber to 2016.5.2. r2016.9.4.2665 2016-06-10: -SF: Make some updates to the codes in ScheduledShift>>glCodeForCuS1272* methods for CuS1272. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.2.1 and #minimumSuggestedVersionNumber to 2016.5. r2016.9.3.2662 2016-06-07: *SB: #02866 Actually implement texting no-shows to #textNoShowsTo. r2016.9.2.2661 2016-06-06: -SF: Add region 10 to ACCPAC export for CuS1272. r2016.9.1.2658 2016-06-04: -SB: #02877 ConfigureTelephony applyChanges "NonBoolean receiver--proceed for truth". Fix old winApp compatibility. r2016.9.0.2657 2016-06-03: -CF: Update openssl to version 1.0.1t. *CF: #02830 Optionally include emergency tab info on Care Plan and/or Assignment Timesheet printouts. *CF, *WF: #02866 Add 'Text No Shows To:' field to Configure Telephony (requires SMS to be enabled). *COMPAT: Change #minimumCompatibleVersionNumber to 2016.2 and #minimumSuggestedVersionNumber to 2016.4.1. r2016.8.5.2651 2016-05-27: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.1.3 and #minimumSuggestedVersionNumber to 2016.4. r2016.8.4.2644 2016-05-21: *COMPAT: Change #minimumCompatibleVersionNumber to 2016.1.2 and #minimumSuggestedVersionNumber to 2016.3.1. r2016.8.3.2640 2016-05-13: -SB: #02848 Use BCC: field for recipients of bulk messaging. -CB: Small improvements to stability and responsiveness of QuickBooksConnectionShell. -CB: Write winApp .errors and log files to AppData area rather than Program Files, which will work without administrator access. *COMPAT: Change #minimumCompatibleVersionNumber to 2016.1 and #minimumSuggestedVersionNumber to 2016.3. r2016.8.2.2634 2016-05-09: -SB: Fix #02847 TimesForServicePortal DNU: #modifyEntity:. r2016.8.1.2633 2016-05-08: -SB: Fix #02846 Telephony Configuration No Show Email not taking ';' as synonym for ',' when validating. r2016.8.0.2632 2016-05-07: -SB: #02834 Improvements to reliability of address geolocation. -SCHEMA 292: Remove now-unused areaCode column from the database. -SF: #02824 Proxy to handle server startup due to incoming SMS text. -SB: #02839 #addInactivePeriod: fails when caregiver has non-assigned shifts in interval. Fixed. *SF: #02819 Notify agency when an SMS fails because the number is unsubscribed from agency text messages. *SF: #02807 Textable phones will be included when sending email and SMS. *SF: #02836 Add #statusDate and #fullTimesAvailableString as exportable aspects on caregivers. -SB: When there is an error sending a bulk message, display it to the user, but also still create the Action. -CB: Closing a message composition window with an unsent message prompt to continue editing rather than just discarding the message. -SF: Start treating ";" as a valid separator between multiple addresses in an email field. *COMPAT: Change #minimumCompatibleVersionNumber to 2015.15.5 and #minimumSuggestedVersionNumber to 2016.2.1. r2016.7.2.2626 2016-05-04: -SF: Allow per client skipping of medicaid export of prior authorization number by putting 'n/a' into the field. r2016.7.1.2620 2016-04-29: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.15.3 and #minimumSuggestedVersionNumber to 2016.2. r2016.7.0.2616 2016-04-22: -SCHEMA 291: Add Phone.isTextable. -CB: Closing a list shell (client list, caregiver list, etc.) while file uploads/downloads in progress now prompts to cancel them. *SF: #00773 Having a CC/EC/OC/RA/etc. shift for a *different* client will no longer prevent a caregiver from being easily assigned. -SB: FIXED #02810 TelephonyEvent not updated when voiceRecording deleted. -SB: Fixed rare "Element not Found" error when removing a ServiceType. -SB: Improved handling of errors when trying to make changes to a shift that has been recently removed. *SF: Improve SMS notifications by alerting agency when an incoming SMS will unsubscribe the sender from further SMS texts. *SB: FIXED #02825 Global broadcast messages created since release of v2016.6 did not actually play. *COMPAT: Change #minimumCompatibleVersionNumber to 2015.15.1 and #minimumSuggestedVersionNumber to 2016.1.3. r2016.6.5.2611 2016-04-20: *SB: FIXED #02825 Global broadcast messages created since release of v2016.6 did not actually play. r2016.6.4.2605 2016-04-15: -DB,-VW: #02814 Fix issue with starting up dumped images utilizing Swazoo. -SB,-VW: #02817 Eliminate unhandled Swazoo exceptions. *COMPAT: Change #minimumCompatibleVersionNumber to 2015.15 and #minimumSuggestedVersionNumber to 2016.1.2. r2016.6.1.2598 2016-04-11: -SB: #02813 Second TelephonyEvent was possibly dropped if login or logout call was repeated within the auto-link window. r2016.6.0.2597 2016-04-09: *CF: #02774 Use multi-select in Client/Caregiver/Referrer/Person lists to send bulk email/SMS. *SB: FIXED #02747 "portalID not found" error, could miss sending shift offer. -VW: #02791 Make using Swazoo the default in vw for production as well as testing. *CF: #02795 'Enable texting' and 'Enable no show notifications' now visible in Telephony configuration. Polled telephony fields removed. -WB: #02227,#02245 Fixed some errors caused by going back to pages that are no longer valid. *WF: #02776 Display broadcast messages to caregivers in the Caregiver Web Portal. *CF: #02799 Merged Phone area code into Phone number. -SCHEMA 289: Incorporate Phone.areaCode into Phone.number. -SF: #02654 Configuration incants at medicaid program level for #medicaidOrganizationName, #interchangeReceiverID and #interchangeSenderID. -SCHEMA 290: Fix global TelephonyMessage owners. *COMPAT: Change #minimumCompatibleVersionNumber to 2015.14 and #minimumSuggestedVersionNumber to 2016.1. r2016.5.5.2589 2016-04-05: *SB: #02808 Change geocoding of addresses to use MapQuest, as Yahoo discontinued their api. r2016.5.4.2584 2016-04-01: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.13.6 and #minimumSuggestedVersionNumber to 2015.15.5. r2016.5.3.2577 2016-03-25: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.13.5 and #minimumSuggestedVersionNumber to 2015.15.3. r2016.5.2.2573 2016-03-23: *SF: #02785 Agency will receive a notification via email when an SMS reply is received. The beginning of the email is configurable via incant. r2016.5.1.2570 2016-03-21: *CB: FIXED "Created metastate for SortedCollection" winApp error on "OK" in a RateListShell. r2016.5.0.2569 2016-03-19: -SB: #02782 Don't clutter memory with every Action in the system when doing an add or remove. -SCHEMA 285: Turn Person.actions into an owned collection. -SB: FIXED #02751 nil DNU #id on #applyChanges to recently-deleted Action. -SB: FIXED #02778 Cannot change the type of a Caregiver that is synced with QuickBooks error. *SB: FIXED #02784 Replacing an existing file would break its document labels. -SB: Replacing an existing file no longer overwrites its description. *SB: FIXED #02448 problem with memory management leading to dropped sessions. -SCHEMA 286: Add 'Bulk Message' ActionType. *SF: Make many of the telephony prompts configurable via preferences. -SCHEMA 287: Combine existing #telephonyWelcomeMessage preference into #telephonyPromptFor: composite. -SB: FIXED #02790 Changing dates of second SPO gets "Date change conflicts with a closed Invoice". -SCHEMA 288: Fill in the type on existing actions and fix the use count. *COMPAT: Change #minimumCompatibleVersionNumber to 2015.13.2 and #minimumSuggestedVersionNumber to 2015.15.1. r2016.4.3.2560 2016-03-13: -CB: Update openssl to version 1.0.1s. r2016.4.2.2558 2016-03-11: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.12.2 and #minimumSuggestedVersionNumber to 2015.15. r2016.4.1.2555 2016-03-08: -SB: FIXED #00887, #02457 critical performance issues making changes to document labels. -CB: FIXED #02780 WAResponse DNU #responseBody trying to connect to QuickBooks Online. r2016.4.0.2553 2016-03-04: -SB: FIXED #02754 STWCaregiverGeoLocatorForTelephony gives caregiver error if agency has more than one telephony number. *TEL: #02756 Make '*' undo the most recent tasks-prompted response rather than starting over. - At the very end, there is one final prompt, "Is this correct? Press 1 for yes, and 2 for no.", which is treated as equivalent to a '*' if the caregiver answers no. Without this there would be no way to undo the very last response. -CF: Changed menu item File > Configure > Service Types to read "Service Types & Rates". -WB: Disable caching more aggressively in the WebApp to make operating on stale data and getting an error less likely. -SB: FIXED #02447 "You have an error in your SQL syntax" when choosing no types to filter by in the Actions list. -SB: FIXED #02771 User can delete or unassign a shift for which a caregiver has already recorded tasks. *SF: If preference #isSmsEnabled is turned on, phone numbers in Email fields will receive an SMS via Twilio, rather than getting the message from an email-to-text gateway. -WB: FIXED #02561 STWService discontinueService erroneously appeared enabled for readonly user. -WB: FIXED #02753 STWShift removeShift erroneously appeared enabled for readonly user. -SB: FIXED #02761 nil DNU #webEntityColor opening webApp from ActionList. Occurred when switching to web on an action list for a person with no roles. *COMPAT: Change #minimumCompatibleVersionNumber to 2015.12 and #minimumSuggestedVersionNumber to 2015.14. r2016.3.1.2541 2016-02-26: -SB: FIXED #02754 STWCaregiverGeoLocatorForTelephony gives caregiver error if agency has more than one telephony number. -SB: Disable caching more aggressively in the WebApp to make operating on stale data and getting an error less likely. *COMPAT: Change #minimumCompatibleVersionNumber to 2015.11 and #minimumSuggestedVersionNumber to 2015.13.6. r2016.3.0.2536 2016-02-20: -SCHEMA 282: Add TelephonyMessage.heardBy index. *CF: Enable automatic reconnect by default. Can still be turned off via the preference if necessary. *CF: Add preference to change "Caregiver" to something else in the UI. Currently will change text on the main Rosemark shell, the caregiver list, and individual caregiver profiles, as well as the same places in the WebApp. -SB: Prevent invoices from extending outside the bounds of a ClientPaymentObligation. *SF: Add incant to export fields from caregiver jobApplications. *CB: FIXED #00348 Feedback loop on planner when rapidly clicking both includeInquiry and possiblyAvailable. *SF: #02738 Include medicaid 837p segments based on preference settings. -SCHEMA 283: Agency specific updates to Medicaid preference settings. *CF: Add triage code to Client Emergency tab. -SCHEMA 284: Add ClientEmergency.triageCode. *CF: #02745 Allow changing the rounding mode of Quantized rates in the Service Type configuration. -CB: Include the rounding mode (up,down,nearest) when displaying quantized rates. *SF: Add ability to use printable invoices with custom agency logo added. -CB: FIXED #02736 Can no longer change Included Shifts status on Create Invoices shell and have it actually make a difference. -SB: FIXED #02390 ReferrerModel DNU #companyPersonsCount:, #01820 ClientModel DNU #statusReason:/EmployeeModel DNU #status: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.10.3 and #minimumSuggestedVersionNumber to 2015.13.5. r2016.2.2.2528 2016-02-13: -SB: #02742: ProcessorScheduler does not understand #checkForStackOverflows. r2016.2.1.2527 2016-02-12: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.10.1 and #minimumSuggestedVersionNumber to 2015.13.2. r2016.2.0.2520 2016-02-06: *CF: #01710 Sync employee email field with QuickBooks. *CF: #02714 Sync contractor email field with QuickBooks (vendor). -SCHEMA 281: Add SyncedCaregiver.email. *CB: FIXED #00101 "this collection is empty". *CB: FIXED #01274 Having menu open blocks updates to winApp. *SF: #01519 generate numbers to feed HomeCarePulse survey. *CF: #01470 Print multiple assignment timesheets. *SB: FIXED #02695, #02178 Invalid status change from "V" to "DNF"/"T". -CB: Disable the "Add Rates" button when no ServiceType is selected in STListShell. *CF: Allow de-selecting the last selected item in List Shells. *CF: #02700 Added signature count to shifts on Tasks Report. -CB: Tests for disallow of status-change/splitting commands when shift shell has changes. *CF: #02716 Added CMS-485 as a printable client report. *SF: Allow syncing Employee birthDate for QuickBooks Online. *COMPAT: Change #minimumCompatibleVersionNumber to 2015.10 and #minimumSuggestedVersionNumber to 2015.12.2. r2016.1.3.2511 2016-01-29: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.9.2 and #minimumSuggestedVersionNumber to 2015.12. r2016.1.2.2505 2016-01-22: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.9 and #minimumSuggestedVersionNumber to 2015.11. r2016.1.1.2501 2016-01-19: -SB: FIXED #02705 Unknown PeriodicShiftPattern status #impliedInquiry. r2016.1.0.2500 2016-01-16: -CB: Disallow split and change-status commands ("Verify shift", "Split and set tardy (T)", etc.) when there are pending changes to a shift. *CF: #02693: Add 'closed' as a possible caregiver status. The list of closed caregivers shows Job App Date instead of Extra ID. Changing a caregiver's status to Closed may wipe the pending actions for their credentials, according to preferences. *CF: #02692: Unverify shift from Shift file menu. *CF: #02694 Retain dateAndTime in downloaded document -- When a file is downloaded it now retains the dateAndTime of the originally uploaded file. *CF: #01762: Added multi-select capability to FileInformationListShell. Can now label, download, or delete multiple files at one time. *SF: Added preference #medicaid837pIncludePriorAuthorization to control whether prior auth number is included in the 837P. *COMPAT: Change #minimumCompatibleVersionNumber to 2015.8.12 and #minimumSuggestedVersionNumber to 2015.10.3. r2015.15.5.2491 2016-01-09: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.8.11 and #minimumSuggestedVersionNumber to 2015.10.1. r2015.15.4.2490 2016-01-08: -SB: FIXED SchedulingSystem>>onOvertimePreferences getting stripped. r2015.15.3.2485 2016-01-02: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.8.10 and #minimumSuggestedVersionNumber to 2015.10. r2015.15.2.2480 2015-12-27: *COMPAT: Change #minimumSuggestedVersionNumber to 2015.9.2. r2015.15.1.2478 2015-12-24: -SF: #01043 Send email directly from local machine. *SB: FIXED #02687 nil DNU #id -- TimesForService #splitPatternChangingTo:. *SB: FIXED issue where changing a pattern such that a TA shift attempts to move to overlap another Assigned shift for that caregiver, gets deleted instead, and when the reallocation logic goes to move *it* gets various errors. *SB: FIXED distributed OT calculation for a week where daily OT is more "demanding" than weekly. *SB: FIXED follow-on to #02648 occasional overtime non-calculation. r2015.15.0.2476 2015-12-20: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.8.7 and #minimumSuggestedVersionNumber to 2015.9. *WF: Added agency preference #isClientPhoneShownInCaregiverPortal. When true, the client phone number will show up in the service info. *WB: Made Full-Time Equivalent Report use consistent math (days in month / 7 * fteHoursPerWeek) everywhere. *CB: FIXED #02682 "Unexpected monthlyRepeatType #dayOfMonth" error. *SB: Fix units on CMS1500/UB-04 being off by 0.0x when combining by day or period and shifts have *non*-quantized rates. *SB: FIXED #02678 Changing startDate of shift then modifying pattern breaks one-shift-per-pattern-slot invariant. *SB: FIXED #02679 Changing startDate of shift then removing day from pattern deletes two shifts. *CB: FIXED #02680 "Once" schedules always show up in "Current Schedules" even when they are months in the past. *SB: FIXED #02675 "Talk to the CPO" changing #isInvoiceServiceSeparately and #invoicingStartDate at the same time. *SB: Added authorized-hours checks to Change Schedule and Add Multiple Patterns. r2015.14.0.2469 2015-12-12: *SF: Change ConflictingAssignedShiftsWarning string to replace the (confusing and redundant) list of shift display strings with a suggestion that "You might try using "Change Schedule" to make changes starting or later." *SB: #00194 "String too long" exporting invoices to QuickBooks: Now a preflight error, instead of having QuickBooks get an error during export which left the invoice stuck #inProcess. -SF: HIPPA837P will print a date range showing that line's shift group's #startDate and #latestStartDate if they are not equal. *SF,*CF: #02603 Ability to turn off automatic allocation of bill overtime on per service basis, via the ServicePayment -SCHEMA 280: Add PaymentObligation.overtimeIsEligibleForBillAllocation. *CF: Payment Obligations now show phone numbers for Client and Customer buttons on right-click. *SB: #02665 Distributed overtime could sometimes result in payroll report showing not exactly 40 units of regular hours. -SCHEMA 279: Store overtime thresholds as instead of number-of-hours; Break #overtimeBillAllocationMode into two parts. *CF: #02663 Created PDF Client Report with not quite all the information in the full client printout but organized much more attractively, accessible from the same shell. *COMPAT: Change #minimumCompatibleVersionNumber to 2015.8.6 and #minimumSuggestedVersionNumber to 2015.8.12. r2015.13.6.2460 2015-12-04: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.8.1 and #minimumSuggestedVersionNumber to 2015.8.11. r2015.13.5.2452 2015-11-27: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.7.3 and #minimumSuggestedVersionNumber to 2015.8.10. r2015.13.4.2449 2015-11-24: -SB: FIXED #02664 mustBeBoolean error modifying ServiceType with old WinApp. r2015.13.3.2447 2015-11-22: -SB: Fix old winApp compatibility problem applying changes to a Shift (nil DNU #registerClass during pre-commit). r2015.13.2.2446 2015-11-22: *CF: #02639 Option to include sales taxCodes on invoice lineItems sent to QuickBooks. *CB: FIXED #02624 Display issue on service types configuration shell. *CF: #02637 Verify multiple shifts from a Shift List. Can now verify one or more shifts from a ShiftShell or ShiftListShell. *CB: FIXED #01458 Non-administrator could unknowingly revert admin's concurrent change to a staff access profile. *CB: FIXED #02641 Marketing user couldn't open the referrer role on person that also had some other role, for example caregiver. *CF: #02627 When EmployeeListShell shows only Applicants, the date of their job application will be shown instead of the Extra ID. *CF: Added PayBillRate.roundingMode. Currently only used by Quantized rates. Has to be set on the service type by incant. Defaults to 'up' on all previously instantiated PayBillRates. -SCHEMA 278: Added PayBillRate.roundingMode. Convert {cms1500|ub04}shiftHoursDistributionMode to use ReportCombiningType enum. *SF: #02317 Medicaid combining and rounding. - Added RoundedRateCombiningCalculator and AccountingShiftGroupModel to calculate for any combination of roundPer, combinePer, and roundingMode - Global combiningType -- option to generate claims where shifts are combined by shift (the default, i.e. not combined), by day, or by the entire reporting period. - Separate global control of rounding by shift, day or period. - Rounding mode options for rounding up (the current default), rounding down, or rounding to the nearest when converting to units. *COMPAT: Change #minimumCompatibleVersionNumber to 2015.7.2 and #minimumSuggestedVersionNumber to 2015.8.7. r2015.12.2.2437 2015-11-13: *SB: #02648 Fix problem where overtime calculator could occasionally end up zeroing everything instead of actually calculating overtime. *COMPAT: Change #minimumCompatibleVersionNumber to 2015.6.2 and #minimumSuggestedVersionNumber to 2015.8.6. r2015.12.1.2433 2015-11-10: *SB: FIXED #02541 "this collection is empty" AvailabilityPattern addInactivePeriod:. r2015.12.0.2431 2015-11-06: *COMPAT: Change #minimumSuggestedVersionNumber to 2015.8.5. -SF: Update Rosemark SSL certificate with new version. *WF: #02631 Day of week in open shift list. Changed shift lists in the WebApp to use the same #dateDisplayString as shift lists in the WinApp. *SB: Fixed bug #02620 Offer-and-send-message on one caregiver sends message to all caregivers offered that shift. *SB: #01579 Added preference #pendingActionsShowsAllByDefault (defaults to false). When true, #defaultPendingActionSelectionModel includes pending actions for people of all statuses. *CF: #02606 Right-click on buttons to get phone numbers. -CB: Added '...' to ClientListShell menu item 'Print Tasks Report'. -SB,-CB: Further enhancements to make re-connect of the winApp more robust. -CB: Blank all three boxes in the header of Hours by Caregiver. *WF: Email agency when a shift offer is accepted from the WebApp. Agency preference #sendNotificationWhenShiftOfferIsAccepted defaults to true. -CF: Monitor which version of QuickBooksConnector is in use. r2015.11.1.2425 2015-10-30: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.5.10 and #minimumSuggestedVersionNumber to 2015.7.3. r2015.11.0.2419 2015-10-24: -WB: Fixed typo 'preceeding' -> 'preceding'. -SCHEMA 277: Drop some old tables that needed to hang around past the migration that made them obsolete. *SB: FIXED #02618: Applicant username can be changed to be a duplicate of an existing user. *CB: FIXED Hours by Caregiver totals boxes are in wrong order (and didn't match list columns). *CF: Changed wording of the error when Rosemark is unable to connect to the server to log in, to be more helpful to the end user. *SF: #01579 Pending Actions button on home screen. Fixed confusion over what "active" meant and #defaultPendingActionsSelectionModel now includes actions from people with statuses #active #inquiry #applicant and #na (so, neither inactive nor gone). *SF: #01579 Pending Actions button on home screen. Changed #defaultPendingActionsSelectionModel to only count pending actions for whom the who is #active or has no status (Referrers and Customers). *SF: ICD10 should display as '0' on UB-04. -SB: FIXED #02601 nil DNU #peerAddress -- SocketChannel nil-checks #connectSocket in #peerAddress forwarder. -CB: #00381 Reestablish lost server connection -- lots of fixes: *CB: FIXED Login progress dialog no longer centered. -SB: #02614 'this collection is empty' error on viewUB04Form -- a non-nil yet blank diagnosis field would cause #primaryDiagnosisCode to error. *SB: FIXED #02596 Complete and follow-up with no follow-up date leaves broken data. *CB: FIXED #02608 Touch events are not processed until other input (mouse movement, key presses) arrives. *CB: FIXED #02609 "Should not edit the (pay|bill) rate for lineItem: overtime" error editing account/qbRateName. *SB: Add compatibility check so that users can apply changes without updating their WinApp. r2015.10.3.2411 2015-10-17: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.5.7 and #minimumSuggestedVersionNumber to 2015.7.2. r2015.10.2.2407 2015-10-12: -SB: FIXED PreferenceDictionary (actually ConfigurationOption) gets Collection DNU #withoutNils setting array-of-strings preference (e.g. t-mobile hack). r2015.10.1.2406 2015-10-12: -CB: Fix error of getting "must be boolean" when QuickBooks determines whether or not #isUsingQBFC13. r2015.10.0.2405 2015-10-10: *CB: Put MessageBox text when clicking buttons after dropped connection back to "Connection to the server has been lost." *SB: #02605 ICD-10 codes not detected as primary diagnosis code. Changed #primaryDiagnosisCode to take whatever the first word is in the diagnosis field as long as it contains a digit. *SB: #02579 T-Mobile dropping email-to-text messages. Temporary hack: messages being sent to a problem domain (by default just tmomail.com) will be sent from rm@shoshana.com for now. *SF: #02604 Add a preference to not wipe pending actions upon caregiver discharge. Put in place for CuS1272, since they need the expiration dates for their records. *CF: Removed default start date from InvoiceCreationShell and InvoiceCreationModel. *CB: Hide the "No Shows (x)" button for Marketing users. *SB: FIXED *02591 nil DNU #name removing Staff. *CF: #02567 View list of active caregivers/clients for a given month. Add a menu item "Active During..." on caregiver/client lists and SchedulingApplicationShell to get a dateInterval and show all clients/caregivers active during that time. *SB: FIXED #02590 orphaned shifts after failed add inactive period followed by change pattern through date. *SF: #02578 Client Address on Shift Reminders. Added preference #shiftReminderIsClientAddressIncluded which when true will include the client's address once for each client involved in the shift reminder. *CB: Disconnected client would fail to notify the user, likely leaving shells stuck when they keep trying to go about their business. r2015.9.2.2398 2015-10-02: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.5.6 and #minimumSuggestedVersionNumber to 2015.6.2. r2015.9.1.2393 2015-09-28: *CB: Disconnected client would fail to notify the user, likely leaving shells stuck when they keep trying to go about their business. -SB: #02584 "Broken pipe" error from a SocketResponder trying to send #serverStatus: out a socket that the ServerMonitor had already given up waiting for and closed. r2015.9.0.2392 2015-09-27: *WF: #01388 Control or lock caregiver schedule view. Fixed some broken behavior, made the display prettier (graying out days beyond display limit), and refactored #isForClient:. *CF: #00381 restore lost socket connection -- ReconnectToServer will wait 2, 8, and 18 seconds if a socket error occurs while making the initial connection before giving up for good. Should be possible to test by pulling your internet connection... *SF,*CF: #00381 restore lost socket connection -- add a preference, #isReconnectToServerEnabled, to block reconnect attempts in production. Defaults to is-using-test-ports, so nothing special is needed to try it internally. *SF: Added preferences to guard auto-filling boxes 12 and 69 in UB-04. Also minor test fixes. *SB: #02574 thumbnail associatedFile == self leads to memory emergency crash -- stack overflow from on Employee>>asUIModel. *SF: Added a bunch of preferences for filling in UB-04 fields, including #revenueCode on ServiceType. -SCHEMA 276: Add ServiceType.revenueCode. *SB: 02572: Incant for undeleting an S3 document not working. *CF,*SF: #00318 initial work to be able to reconnect dropped socket. -SB: #00445 -- also sever connection when a Staff role is deleted (including deleting the whole person, of course). *SF: #00445 Ability to sever the connection for an individual user. *CF: #01484 Shift offer menu additions. Added option to offer open shift on client planner to all available caregivers in the list. If any caregiver triggers an error (overlapping assignment, excluded caregiver, inquiry, missing skills, doesn't work service type) the shift will not be offered to them and a MessageBox will pop up telling the user to offer to problem caregivers individually. *SB: #02564 Show shift comment to caregiver is not persisted. Follow-on issue. *WF: #01338 Control or lock caregiver schedule view. *CF: New setting in Agency configuration, Threshold for Shift Visibility in Caregiver Web Portal. The default is nil (no limit), and it can be reset to nil. The date must be manually set every time the agency wants to change it. -WF: Any shifts scheduled beyond this point should not be visible to caregivers who log into their account in the WebApp. *CF: #02533 Print invoices directly from Rosemark. Can now generate a PDF for an invoice (patterned after the Quickbooks template) directly from the InvoiceShell and InvoiceListShell. *SF: #02542 UB-04: Fill box 4 with a set arbitrary number. #02523 UB-04: Fill box 76 with primary physician. Use preferences #ub04box4number (takes a number) and #ub04isPhysicianNameIncluded (set true) to activate. Required format for physician name is Firstname (M.) Lastname, NPI, e.g., 'Martin X. Jones, 234578901' (middle initial is optional). *CB: FIXED #02557 Error applying changes to rates never reaches user. *SF: #02556 Use incrementing Interchange Control Number in medicaid export. *SF: Include newline after each segment in 837P medicaid exports -- makes the files much more readable if the need to look at them arises. *CF: #02540 Show job application submission date in WinApp. Add EmployeeModel>>#jobApplicationDateAndTime. *CF: #01484 Shift offer menu additions. Added Offer Shift and Send Message option to shift offer menu for a single shift. *CF: Add button to SchedulingApplicationShell to open pending actions like the menu item; shows the number: "Pending Actions (XX)". No Shows button also shows the number of uncovered shifts: "No Shows (XX)". *WF: Change geolocation timeout message to end with "Better reception may be found in an open area". *SB: #02544 Error "authorization number must be <= 10 characters" doing a #billingExport: for ProviderOneMedicaid. -SCHEMA 275: Eliminate #isUsingQuickBooksOnlineRestInterface preference -- everyone's using the new interface. -SF, -SB: #02252 Caregiver Points System. WinApp compatibility for #caregiverPoints. Made caregiver points importable. *CB: FIXED #02539 UndefinedObject DNU #quotedBillRate viewing client with no inquiry information (when DateOrNilPresenter is set to text-only mode). *CF, *WF: #02252 Caregiver Points System. The Caregiver Communications tab now includes a field to enter a number indicating a caregiver's points. These are shown on the caregiver's web portal if #isCaregiverPointsShownInCGPortal is true and the caregiver's points are non-nil. The default text in the CGPortal is "Points" but this can be changed with #caregiverPointsDisplayString. -SCHEMA 273: Add Employee.caregiverPoints *CF: #02486 GPS telephony -- coordinates show up on the Tasks report (in place of Caller ID). - Shows in red text if the client's address has no coordinates (so we don't know what's going on). - Also if the caregiver is further than a certain distance away (default is 100ft). - This distance is based on (raw distance minus uncertainty), meaning "we know for (nearly) certain the caregiver was at least this far away", which is why the default threshold is so low. *SF: If two clients in the system have the same phone number, a TelephonyEvent with that callerID will have callerName set to the one whose clientNumber was actually entered (if either in fact was). *SF: #02514 Remove pending credential actions when CG is discharged/quits. Warns that changing a caregiver's status to discharged or quit will delete the pending actions for any credential expirations that fall within that period of time + asks for confirmation. -SB: Fixed #02538 Applying changes to global telephony configuration from old WinApp would always turn off require client phone number. *SB: #02535 Send Shift Reminders checkbox broken. Fixed WebApp changes conflict and added WinApp compatibility. r2015.8.12.2384 2015-09-19: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.5.5 and #minimumSuggestedVersionNumber to 2015.5.10. r2015.8.11.2377 2015-09-11: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.5. r2015.8.10.2370 2015-09-05: *SF: #02556 Use incrementing Interchange Control Number in medicaid export. *SF: Include newline after each segment in 837P medicaid exports -- makes the files much more readable if the need to look at them arises. *SB: #02564 Fix it so that "show shift comment to caregiver' is properly persisted. *COMPAT: Change #minimumCompatibleVersionNumber to 2015.4.13 and #minimumSuggestedVersionNumber to 2015.5.7. r2015.8.8.2365 2015-08-28: *COMPAT: Change #minimumSuggestedVersionNumber to 2015.5.6. r2015.8.7.2358 2015-08-21: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.4.11 and #minimumSuggestedVersionNumber to 2015.5.5. r2015.8.6.2351 2015-08-14: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.4.10 and #minimumSuggestedVersionNumber to 2015.5. r2015.8.5.2346 2015-08-07: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.4.9 and #minimumSuggestedVersionNumber to 2015.4.13. r2015.8.4.2342 2015-08-05: *CB: FIXED #02539 UndefinedObject DNU #quotedBillRate viewing client with no inquiry information (when DateOrNilPresenter is set to text-only mode). *SF: If two clients in the system have the same phone number, a TelephonyEvent with that callerID will have callerName set to the one whose clientNumber was actually entered (if either in fact was). *CF: #02486 GPS telephony -- coordinates show up on the Tasks report (in place of Caller ID). - Shows in red text if the client's address has no coordinates. - Also if the caregiver is further than a certain distance away (default is 100ft). r2015.8.3.2338 2015-08-03: -SB: Applying changes to global telephony configuration from old WinApp would always turn off require client phone number. r2015.8.2.2337 2015-08-02: -SB: Fixed #02536 Applicant DNU #isSuperAdministrator submitting jobApplication. r2015.8.1.2336 2015-08-02: -SB: #01500 Require login from client phone option on client form -- fix old winApp compatibility. -SB: Fix winApp compatibility for telephonyIsClientPhoneRequired on caregiver hire/HR tabs. *SB: Partial fix to #02535 Send Shift Reminders checkbox broken. r2015.8.0.2335 2015-08-01: *SB: FIXED #02456 "Verified complete shift that had no errors was not actually exported to QBs". *SF: ACCPAC Payroll Export of travel time and mileage for CuS1272. *SF: #02488 Referring provider in Medicaid export -- additional options for secondary ID's. *SF: #02524: UB-04: Fill box 2 identically to box 1. *SF: #02521: UB-04: Auto-fill Box 3a with Client Number. *CB: Fix entering a max-length date (00/00/0000 form) in a DateOrNilPresenter -- last character didn't fit. Also improve button alignment. -CB: FIXED #02529 Changing the start date of a monthly TimesPattern could result in sending an invalid model to the server and triggering an 'Unexpected monthlyRepeatType: .telephonyIsClientPhoneRequired. Add Client.telephonyIsClientPhoneRequired. Rename #isClientNumberOnlyAllowedInTelephony -> #telephonyIsClientPhoneRequired. *SF: TelephonyEvent stores a bunch of new info -- caregiver coordinates (if applicable), end time of call, Twilio phone number involved, outgoing (caregiver) phone number called (if applicable). -SCHEMA 271: Add 6 variables to TelephonyEvent (and rename one). *CF: Display call duration on TelephonyEvent form. *SF: #01900 Client Rotary phone handoff to callback to the caregiver's phone. - If there are two shifts in range, by default call the caregiver for the earlier shift first, unless that shift already has a logout, in which case call the CG for the later shift. - Can reverse this behavior with a preference, #telephonyPreferLoginBeforeLogoutForRotaryCallback, so that it will call the later CG first unless that shift has a login. *WF: #02486 verified telephony for clients with no phone. - Capture GPS coordinates from the browser and initiate a telephony callback to the caregiver's phone. *CF: #02486 -- GPS coordinates visible in TelephonyEventPresenter: - Mutually exclusive with and replaces callerID/callerName. - Displays raw coordinates if event has no client (or client has no address / address is invalid or not found). - Map button opens "directions" from CG coordinates to client's address if address is available, or just CG coordinates if not. *CF: #02486 GPS telephony. Added #caregiverCoordinates.latitude, .longitude, .accuracy, #caregiverDistanceFromClient, and #caregiverLocationString to TelephonyEvent exports. *SB: FIXED #02516 OT problems list had some inconsistencies. *CB: Some of the fixes require a client update, although the most important ones are server-side. -CB: Clean up some views (mostly report shells) that were a little glitchy when resizing after v2015.6. -CB: Move Discontinue Service button back to the right end of the Schedule Manager toolbar. *SF: #00542 Auto-fill the creator and creation time on Actions. *CF: #00542 Display the creator and creation time on Actions. Also display emailSentTimestamp in a more sensible format. *WF: #00542 Creator/creation time on Actions visible in the WebApp. -SCHEMA 270: add Action.createdAt and Action.createdBy. r2015.7.3.2325 2015-07-24: *CB: FIXED #02527 Credentials/compliance tabs no longer have scroll-bar when in list shell. *COMPAT: Change #minimumSuggestedVersionNumber to 2015.4.11. r2015.7.2.2318 2015-07-18: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.4.3 and #minimumSuggestedVersionNumber to 2015.4.10. r2015.7.1.2316 2015-07-12: *SB: #02509 nil DNU #isCommentShownToCaregiver: applying change to shift from older winApp. r2015.7.0.2315 2015-07-11: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.3.2 and #minimumSuggestedVersionNumber to 2015.4.9. *CB: #02507 Fixed BoundsError trying to open planner from TelephonyEvent whose client has no services. *CF: #02461 Window menu lists all open shells and allows switching between them. *WF,*CF: #01462 Shift comments optionally visible to Client. Also allow clients to see (in webApp) expanded version of information that is already available on their planner (time, service, shift status) along with any visible comments. *SCHEMA 269: Change #isCommentShownToCaregiver to #shiftFlags on ScheduledShift. *CB: Give TextEdits with #hasStaticEdge #marginWidths: #(2 2) -- a little bit of horizontal space so characters aren't crammed up against the sides of read-only fields. -CB: exportStatus field slightly misplaced on shift form. *SF: Add #firstNameLastInitialAndCity client-privacy display format. *SB: Shifts that have been exported to QuickBooks cannot be split at OT week boundaries (UI already prevented arbitrary splitting). r2015.6.2.2307 2015-07-06: *SB: #02505 nil DNU #employee trying to export shifts -- winApp compatibility issue with #hire and #payroll -> #hr. r2015.6.1.2306 2015-07-04: *SB: #02501 Fixed "Employee does not understand #hire" error submitting Job Application. r2015.6.0.2305 2015-07-03: *SB: #01900 Guard the telephony callback from a rotary phone process with preference #isRotaryPhoneCallbackEnabled. Default to not enabling it until some issues are resolved. *SF: #02343 Make direct link to job application at https://www.shoshana.com/RM/app/job-application the default. Allow turning it off though by making the #isJobApplicationEntryPointEnabled preference false. *SF: #02488 Referring Provider in Medicaid export. Required by GAMedicaid for the SOURCE program. - Currently expects the NPI of the referring doctor to be in the "Referral Comment" field on the client inquiry tab, followed by a space and then the name. If there's no name following the number, we'll just include "Referring Provider" in the export instead -- If that's acceptable, it'll save them from _having_ to fill that out too. - Turn on by "application preferenceAt: #isReferringProviderIDInReferralSourceField put: true". *CF: One more line fits in the Action details field in the list/by default. (The separate shell can of course be expanded.) -SB: TimesPattern needs to cause a #scheduleChangedDuring: on #removePattern. *SB: FIXED #02458 leftover in document labels join table -- portal was just missing a #doTransaction: around part of a command. *CF: Further look-and-feel improvements: - Person has a proper EntityColor -- a light blue-grey, just different enough from #neutral to notice. ResponsibleParty "has an EntityColor", but it's just an alias to #Person. - Read-only nameString field on role/person presenter has static edge instead of client edge -- thinner, simpler border with no weird white line. - Documents toolbar is grey (EntityColor for: #neutral) instead of WinXP beige. - Improve consistency of spacing in general. *SB: FIXED #02489 nil DNU #overtimeDoNotInvoiceBefore opening invoice list. That particular error was a knock-on symptom -- real issue was duplicate adjustments. Minimal reproduction scenario was pretty complicated (see mantis). *SB: FIXED #02055 Add two inactive periods then remove one creates shifts during inactive. *SB: FIXED "Discontinued schedules cannot have a Through Date" error -- when applying changes, change the status as the absolute first thing, then the dates, then everything else. *SF: 02490: Procedure codes for non-medicaid service types. No UI for this, but non-medicaid service type procedure codes can be set by incant. Also, #medicaidProcedureCode can only be set on Medicaid service types. *CF: Use the new Rosemark (powered by Shoshana Technologies) logo on the main SchedulingApplicationShell. Change the icon of the .exe file. *WF: Update the Rosemark logo and icon for the webApp. Change favorite icon used by browser tabs too. *SF: #02061: Clicking on the Company field on a Referrer who works for a Company brings up the company as a Referrer, not a Person. -SF: Entity colors on webApp updateDomainModel. -SB: STWTwilioMain was really non deterministic about what dateAndTime it set the TelephonyEvent to. It was lazy initialized to the first time it was asked, which ended up depending on preferences. - Just settled for setting it to the time of the call. *CF: #00480 Prompt for Active date when adding new Caregiver and start their availability on that date. If Cancel is hit on the DatePrompter, the caregiver is not added. *CF: #02483 Additions to right-click menus. Added "Current Customer" command to right-click menu on the services in the list in the client presenter. If the service's current payment obligation has a customer, opens that customer. *CF: Added isRotary checkBox to info tab of clients. *SB: #02482 Medicaid claim rejected with "," in amount. - Fix HIPPA837P #writeClaimInformation and #writeServiceLineFor: to not include the commas when individual claims go over $1,000. -CF: Update s & #modifiers to agreed upon changes - Lighter, brighter, less grey #background modifier - #neutral darker, #Client and #Referrer switch pink and red. Red is lighter. - Classic color for #pendingAction was accidentally changed to the new color. Reverted. *CF: Don't prompt to save changes when switching tabs in Client and Employee presenters -- the other roles don't, shift doesn't, seems like consistency is good and users may want to flip back and forth before applying. *SF: #02469 Incomplete Telephony events do not produce no shows. Added preference #telephonyIncompleteEventBlocksNoShow. The default is false; if set to true, incomplete (linkable) telephony events will not generate a no-show notification. *CB: Make border whitespace in views more consistent -- 10px everywhere when at all possible. *WF: #02470 Directions field on CG portal. The directions on the client info tab now appear on STWCaregiverServiceInfo under the client address/google maps button. *CF: Add toolbar areas to all Role presenters/shells (client,caregiver,referrer,customer,etc.). -CF: Add application preference to revert back to "Classic Colors" *SF: UB-04 has three fill options: #byDay (groups together all shifts on one day with the same service), #byShift (lists each shift individually), and #byServiceTotal (groups together all shifts for each service). The preference is #ub04shiftHoursDistributionMode. *CF UB-04 available to all, not just testing users. *CF: #02385 Unassign a range of dates. Added an "Add inactive period" button to the caregiver AvailabilityPatternShell. It prompts for a date range, unassigns all shifts for that caregiver within that range, and adds an inactive status for only that date range. The caregiver's current availability is duplicated following the end of the date range. *CF: Eliminate list borders that touch the edges of a shell -- leave them in place below and (if another view is there) above. *SF: #02425: Prompt for Customer on Add Service. When a user adds a service to a client who has exactly one customer across all their services, it will ask if they want to use this customer for the new service. If they say yes, it will automatically add a payment obligation with that customer. In all other cases, previous behavior remains (add service without any PO or customer). (User does NOT need to update! All server-side). *CF: EntityColor has new colors. *CF: Application preference to turn off EntityColor modifiers `application preferenceAt: #isUsingClassicColors put: true` *CF: Add toolbar area to some views. *SF: #01631 Link Caller ID to profile. Telephony events will now handle caller ID for any role, not just phone numbers belonging to Clients and Caregivers. *CF: Report>Tasks - ReportShiftTasks* also can show tasks that are refused/not completed. - If the report is grouped by client, it prints a signature per client rather than for the whole report. - Defaults for report preferences are settable via server incant. *SB: #02343 make #jobApplicationEntryPoint work on real servers, rather than just locally. *CB: Remove the line of code that made all entity lists flicker. -CB: Fix calculated extents for views with access keys ('&' in their text). -SB: Mark Employee>>defaultPayRateDisplayString as #beNotDisplayable -- EmployeeHR is taking over. *CF: #02051: Close all but this window. All non-main-window windows in the WinApp now have a Window menu with one command, used to close all other Rosemark windows except for themselves and the main window. *CF: #02395 Combine Hire and Payroll tabs into an HR tab. - Moved everything from EmployeeHire and EmployeePayroll into EmployeeHR. - SCHEMA 266: Combine EmployeeHire and EmployeePayroll into EmployeeHR. -SI: Added Set>>copyWithout[All]: and Collection>>removeAll:ifAbsent:. -CR: Various renames and cleanup around EntityColor. -SI: Add WriteStream>>store:. -SI: Add MessageSend>>storeSourceOn: -- right now only used by EntityColor>>printOn:. *CF: #02423 Have login progress bar pop up near main shell. Login dialog and progress bar now pop up immediately next to the login button. *WB: WebApp help menu was going to a broken url since users guide restructuring. -SB: #02451 Put nil-check back in LoginModel>>currentBuildVersion -- otherwise winApps older than v2014.17 attempting to login get a cryptic error message rather the "Outdated Application" notification with option to download. *CB: #02440 Planner glitchiness -- fixed all caregiver buttons briefly displaying same name and further improved performance. -CF: Added #modifier to all programmatic setting of EntityColor. *WF: #02343 Added preference #jobApplicationEntryPoint to direct link to Caregiver job application page. *CF: Colors: - Pare down possible s to simpler list. Modify views to match. Also use EntityColor #neutral instead of Color face3D - Modify views to use modifiers for #button and #background EntityColors *SF: Minor modifications to how the UB-04 is filled. Tentatively, this is the final set of fields, but this needs support eyes on it to make sure it's good. *CB: FIXED #02440 Planner caregiver pane glitchiness. - Don't destroy and recreate all the planner lines every time anything happens. - Tweak ScheduleImageView to eliminate flicker on window resize. *SF: #01063 CMS 1500 form now has options to fill the service lines by day (groups together shifts of the same service type on the same day), by service (groups together all shifts of the same service type for the invoice), or by shift (lists every shift individually). The default behavior is by day. r2015.5.10.2298 2015-06-26: *SB: #02343 make #jobApplicationEntryPoint work on real servers, rather than just locally. r2015.5.9.2293 2015-06-22: *CF: Use the new Rosemark (powered by Shoshana Technologies) logo on the main SchedulingApplicationShell. Change the icon of the .exe file. *WF: Update the Rosemark logo and icon for the webApp. Change favorite icon used by browser tabs too. r2015.5.8.2291 2015-06-19: *SB: #02482 Medicaid claim rejected with "," in amount. Do not include the commas when individual claims go over $1,000. *COMPAT: Change #minimumSuggestedVersionNumber to 2015.4.3. r2015.5.7.2287 2015-06-16: *CB: #02480 Fix glitchy shift summary tab due to status dropdown area flashing (especially while typing in the comment textBox). r2015.5.6.2279 2015-06-06: *COMPAT: Change #minimumCompatibleVersionNumber to 2015.1.4 and #minimumSuggestedVersionNumber to 2015.3.2. r2015.5.5.2273 2015-05-29: -COMPAT: Change #minimumCompatibleVersionNumber to 2014.19.8 and #minimumSuggestedVersionNumber to 2015.2.2. r2015.5.4.2271 2015-05-28: *SB: #02442 Cannot delete shifts that were QBExported with overtime disabled -- having explicit 0 hours of overtime should not block removing or unassigning a shift -- consistent with #shouldShowZeroUnits behavior. *WF: #02343 Added preference #jobApplicationEntryPoint to direct link to Caregiver job application page. (Forgot to fully version a month and a half ago). *CB: #02440 FIXED Planner caregiver pane glitchiness. (Without including any of the related updates to view resources). r2015.5.3.2268 2015-05-26: *SB: D #02438 nil DNU #inputUnitType prompting to transfer bill rate. *SB: #02441 nil DNU #* trying to linkShift from TelephonyEvent. *SB: #02436 Change ShiftModel>>srpLoadPostMap: to restore accountingType and lineItemType variables to the rates for when confirmation of service authorized hours occurs and the shift gets re-serialized to send back to the client. *SB: #02439 Key not found error trying to show telephony events. - Change TelephonyEvent>>taskNamesString to use existing #completedDisplayString (which handles nil #completed as 'Not Recorded'). Tweak completedDisplayString for user-facing 'Refused By Client' text. r2015.5.2.2266 2015-05-25: -SB: #02439 Key not found error trying to show telephony events. r2015.5.1.2265 2015-05-25: -SB: #02436 Fix nil DNU #inputUnitType error from ShiftModel. -SB: #02437 Fix ShiftModel DNU #removePropertyAt: error. r2015.5.0.2264 2015-05-23: *SF,CF: Invoicing of overtime. -SF: Make #overtimeDoNotInvoiceBefore preference work for adjustments, shifts, lineItem models. -SB: Don't round medicaid rates to 2 decimals -- in some cases the original rate isn't divisible by 4, and at least this way information about what it was originally is recoverable. -CF: Hold off on including UB04 forms in next release -- have view/print only show up on invoice file menus when isTestingUser. -SF: Keep the default for the CMS1500 form as summary line per service for the next release. (With the default being by shift when using test ports (#isUnderDevelopment)). -CF: Tweak the invoice list shell menu to say {View|Print} {CMS-1500|UB-04} Form for selected Invoice, placing the parts that vary in close proximity to make it easier to see just what you're selecting. *CF: #01636 Link to tasks from WinApp Shift List. Added the 'Tasks!' menu bar command to selectable shift lists. -SF: Restored ability to have CMS 1500 list by service instead of by shift. [application isListingIndividualShiftsOnCMS1500: false]. -SB: Change UB04 and CMS1500 to be consistent in using #billUnits and #hoursBillAmount. - Had been using hoursBillAmount, regularHoursBillAmount and billAmount in different places. - Also don't use more decimals for units than needed -- displaying integers if possible. -SF: Display "Page x of n" on CMS-1500 form when generating multi-page version. *CF: #01063, #02199 CMS 1500 and UB-04 now generate multi-page reports and list each shift individually rather than aggregating all shifts covered by an invoice. - Schema 264: CMS1500 preference rename. (from isPatientInformationIncludedInCMS1500Form to isPatientInformationIncludedInInvoiceForms). - FDF Generator/Invoice Form FDF: produce multi-page PDF reports. - CMS 1500 FDF: refactor date fields handling. - FDF Generator Tests: test multi-page invoices of both types. *SF: #00042 Don't generate no show warning for (pre)Verified Complete shift. Added "is not verified complete" to the list of conditions for a shift to be listed as uncovered. *SF: All adjustments (not just regularHours) show "from" as well as "to" in their description, ex. 'mileage "shopping" increased from 17 to 23', 'overtime surcharge decreased from 2h to 1h'. -WB: #02373 Fixed weird webApp behavior with trying to trim numbers that were actually InvalidEntrys. *SF: Shifts for contractors or with Quantized rateType will not get allocated overtime -- see DevFeedback doc for caveats. *SB: Explicit 0 entries for mileage/expenses will again be shown on invoices. Also adjustments where the before had an explicit zero will show as increased-from-0 rather than added. This is at least closer to the current behavior than never showing zeros would be, although maybe not identical wrt adjustments. -SB: Invoiced Open shifts no longer freeze overtime rates, therefore they don't block setting/changes to the OT for later billing of overtime. -CB: #02373 trailing spaces in clientNumber disables no-show notifications. Changed ClientInquiry and EmployeeHire to trim leading and trailing separators, so that clientNumber (and caregiverNumber) will not have trailing spaces. Added a test for payrollNumber as well (previously trimmed). *SB: #02415 Overtime rate can vary despite averaging when pay/bill rules are in effect. - Change so that average rate is determined including the effects of Pay/Bill Rules. - PBRs never affect OT directly, including when the OT rate is coming from a standard rate on the caregiver -- agency needs to ensure that that rate accounts for e.g. holiday pay. -SB: Can no longer assign overtime to open shifts. Also (annoyingly) have to make shifts complain about assigned overtime when removing, unassigning, or cancelling, like they currently do for mileage/misc expenses. *CF: Planner button is now enabled on loose telephony events with associated clients but no associated shift; it will show the client planner for the week containing the telephony event. -CF: Lists (mostly) have only white backgrounds and gridlines! *CF: #02199 Added UB04 Form to Invoices with similar functionality to CMS1500 Form. -SF: WinApp compatibility for ShiftModel with quantized bill rate. - Multiplies the rate and converts to simple. - Allows applying changes to the rest of the shift. - Sets the billRate and overtimeBillRate to DoNotIncludes when applying. - If the rate has an explicit baseRate, warns the user saying that they need to update their client to edit the rate. (Yes, even if they didn't actually edit it -- just any time the baseRate is explicit. But since they should really not be editing it for medicaid purposes, likely this will never come up). *CF: #02403 Added hover help to the Planner buttons explaining their function, using language from the Mantis ticket. *CF: #02405 Changed task strings on telephony event form from "completed:yes", "completed:no", and "completed:refused" to "Completed", "Not Completed", and "Refused By Client". *CF: #01342 Adjusted planner button labels in accord with Current Dev Feedback: there is static text 'Add Caregivers:' and the buttons say 'List', 'Available'/'Possibly Available' and 'Previously Assigned'. -SB: Making a ServiceType medicaid before adding any rates to it would result in the first rates added being #simple RateType. *CF: #01342 Added button to planner to add previously assigned caregivers. It will add any employees who: 1) have an assigned or verified complete shift in the past year and 2) are active or an inquiry and 3) are not excluded from working with that client. *CF: Use #displayShortString for ServiceTypeListShell list columns -- shows the RateType in the list. *CF: #02393 Removed "Logged in multi-user" message at login. -SB: Display at most two decimals for Units on the CMS1500 form. - For the FDF version, don't otherwise truncate the units string -- allows e.g. 120.17, which doesn't quite fit in the field, but also allows 7.75 rather than forcing it to 7.8, which is obviously bad. *CF: #02270 Added disclaimer about tax fields on Payroll tab not syncing to Quickbooks. -SF: InvoicedShifts only freeze anything OT related if OT is actually turned on. *SB: Don't consider a shift changing startDate to be a "rate change" (shift rates shouldn't include #effectiveDate in comparisons). Note: this is also a bug in current release. Probably not worth patching... *SB: Mileage rate going from nil to non-nil produces non-zero units as well as the correct amount. Again, this is also a production bug, also probably not worth patching... -SF, TEL: add preference to prompt for refused task codes #isTelephonyTaskCodesRefusedEnabled. *SF: Overtime invoicing progress: - InvoicedShift freezes overtimeBillRateMode. -SCHEMA 260: Add InvoicedShift.overtimeBillRateMode (.payDuration was added too but got lumped in with 259 I think?) - Invoice portals pay attention to at least most of the events they newly need to (#overtimePreferencesChanged, #payRatesChangedDuring:). *SB: Properly fix UserSession behavior around errors during serialization -- the client will *always* get at least an empty response, with the portal given the option to handle any errors that occur and send additional messages. -SB: Changing #flatRateUnits on a shift should trigger #scheduleChangedDuring: (in order to update invoice portals, etc.). -SF: #00648 Use openSSL on VW appServers. -SB: #02383 "handshake_failure" on TwilioInterface DELETE of voice recording. *SB: FIXED #02143 Duplicate date error opening SPO billRates -- ignore SPO billRates that start after the PO has ended. Need to clean those up from databases altogether. *SB: #02378 "Shouldn't set enabled" applying changes to ServiceType rates -- compare apples-to-apples, basic-getter-to-basic-getter, when deciding whether to set a particular aspect or not. *SF: #02343 Added preference #jobApplicationEntryPoint to direct link to Caregiver job application page. *SB: #02351: Missing invoice add adjustments due to PO updates. - Changing PO dateInterval in any way does #checkCurrentInvoice on any shifts covered by dates that were added or removed from the PO. -SF: #02347 Allow for connect of multiple databases to one QB Online account. Add #isSkipAllQBAddsToRSS preference. *SF: #01752 Overtime shows up on invoices! - I don't *trust* it, but by all means play with it and see what happens. - Adjustments do work in general, haven't messed with how they interact with ongoing changes and calculated overtime. - I'm 99% sure there's a way to break it by changing the OT billRate mode between #multiplyBillRate and #passOnCost -- just haven't nailed down the way InvoicedShift freezes OT. No need to try too hard to break that, I know it can be done and will mention when I think it's fixed. *SB: #00092 Earlier customer sync: *earlier*, yes, but not a decade *after* the fact -- limit to if there is active service at any point overlapping the PO and *also not more than 90 days ago*. (Interval is actually based on #invoicingIgnoreAdjustmentsOlderThanDays -- but only 3 agencies have actually changed that). *SB: #02346 TelephonyEventModel forgot `^super srpValueForUnknownName: aSymbol`, which leads ultimately to a stack overflow on the client when closing a TelephonyEvent[List]Shell. -SB: Sliiiiightly relax an assertion just for CuS1043 and finally fix their data re: #02193. *CF: Add "Caregiver Travel" to the configuration menu. -CF: "View Month" menu item changed to "Calendar" r2015.4.13.2252 2015-05-12: -SI: #02416 Mapquest generates "Expected 'true'" error. - Change MapquestInterface>>mapquestKey to NOT pre-urlEncode the key, as it'll get encoded when it's put into the url, and the double encoding recently became a problem. r2015.4.11.2248 2015-05-08: -SF: Update ScheduledShift>>glCodeForCuS1272 to accommodate the region (9) that they added. -COMPAT: #002413 S3 documents SSL compatibility checks. - Set v2015.4.9 as the minimumVersionNumberForSSL_1_0_1. - Warn on login of an older winApp if there are documents in the database, showing different text for the warning after 5/20/2015. - After 5/20, give hard-stop compatibility warning when uploading/renaming/downloading/viewing documents, and a (one-time) warning when running across a caregiver with a photo. r2015.4.10.2241 2015-05-01: -COMPAT: Change #minimumCompatibleVersionNumber to 2014.17.8 and #minimumSuggestedVersionNumber to 2015.1.4. r2015.4.9.2236 2015-04-24: -COMPAT: Change #minimumSuggestedVersionNumber to 2014.19.8. -SB: #02383 "handshake_failure" on TwilioInterface DELETE of voice recording. -CI: #00650 Distribute version 1.0.1 of openSSL. r2015.4.8.2230 2015-04-18: *SB: #02386 follow on: UndefinedObject does not understand #roundToScale: -- fix needs nil checks! r2015.4.7.2229 2015-04-18: -SB: #02386 SmallInteger does not understand #scale splitting a shift -- make sure rates coming in from the winApp are made scaled decimals. r2015.4.6.2228 2015-04-18: *SB: #02378 "Shouldn't set enabled" applying changes to ServiceType rates -- compare apples-to-apples, basic-getter-to-basic-getter, when deciding whether to set a particular aspect or not. -COMPAT: Change #minimumCompatibleVersionNumber to 2014.17.6 and #minimumSuggestedVersionNumber to 2014.18.5. r2015.4.5.2222 2015-04-10: -COMPAT: Change #minimumCompatibleVersionNumber to 2014.17 and #minimumSuggestedVersionNumber to 2014.18.4. r2015.4.4.2219 2015-04-08: -SB: #02360 Fix initializers on PayBillRate* to use basic forms where relevant. Extract freezing logic more distinctly. r2015.4.3.2215 2015-04-03: *SB: #02351: Missing invoice add adjustments due to PO update -- Changing PO dateInterval in any way does #checkCurrentInvoice on any shifts covered by dates that were added or removed from the PO. -SF: #02347 Allow for connect of multiple databases to one QB Online account. Add #isSkipAllQBAddsToRSS preference. -COMPAT: Change #minimumCompatibleVersionNumber to 2009 and #minimumSuggestedVersionNumber to 2014.17.8. r2015.4.2.2211 2015-03-30: -SB: Tighten up which servicePaymentObligations will be considered for adding to QuickBooks -- require it to have an recently active service (within the invoicing adjustment backstop date, which defaults to 90 days). -SB: WinApp compatibility issue with telephony event shells, getting "Recursion too deep; the stack overflowed". r2015.4.0.2208 2015-03-27: *CF: Add "Caregiver Travel" to the configuration menu. *CF: Add "Calendar" to the planner menubar. *SF: #00092 Earlier customer sync -- just active status of at least one service; shifts not necessary. *SF: More useful description for ConflictingAssignedShiftsWarning -- include the first 5 shifts in the message. *SB: #00796 SchedulingApplicationModel -- background update the person-finders so that server is responsive for large agencies with lots of users logged in after name changes. *SB: #01651 "Element Not Found" error importing skills configuration. *SB: #00294 Assignment not dropped from list on service form. *CB: #02129 CG name shows up black instead of red on hours report when selected but not in focus. *SB: #02308 #02233 Repeat assigned forward/unassign lots of shifts is slow. *SB: #01406 Changing no-show shift to tardy gets "this collection is empty". *CB: #01937 error: "#monthlyRepeatType: is only available for monthly schedules". *CB: #02328 ConfigureOvertimeShell allows applying invalid values *CB: #00875 Add actions by read-only user. *CB: #01526 Cannot add Staff role to Person. *SB: #01935 Invalid task code: 0. *SB: #00610 DNU #allTasks applying ServiceTask changes after deleting service. *SB: #01700 Pay/Bill Rule using "intersects" misses shifts. *SB: #02064 Times for Service shell doesn't update when Service Type is changed. *SB: #01133 DNU #name updating FileInformationList. *SB: #02304 repeatSchedule error in handleMonthlyPatterns. *SB: #02079 open webApp on NullPattern gets DNU #throughDate:. *SB: #02152 DNU #changeFromOpenFor: on Client cancel selected shift. *SB: #02100 Cannot extract a day from a schedule that is not in the schedule. *CB: #02309 User List is glitchy when moving around in the list. *SB: #02228 WebApp Errors should now make it to the user through STWAppErrorHandler rather than just spinning. r2015.3.3.2202 2015-03-20: -COMPAT: Change #minimumSuggestedVersionNumber to 2014.17.6. r2015.3.2.2196 2015-03-15: -SB: Fix old winApp compatibility with Configure ServiceTypes -- list wasn't updating when serviceTypes were added or removed. -COMPAT: Change #minimumCompatibleVersionNumber to 1995 and #minimumSuggestedVersionNumber to 2014.17. r2015.3.1.2189 2015-03-07: -SB: #02321 DNU #asMinutes in Route>>minutes fixed. r2015.3.0.2187 2015-03-06: *SB: #02219 Duplicate Task Codes in single string mode crashes telephony no more. *SF: #02161 Shifts list export should include units -- added #(regularHours|overtime)(Pay|Bill)Units, doesn't handle medicaid but will when Quantized is done. *SF: Travel Time Precalculation: - Run when calculating travel from mapquest routes is enabled. Travel data isn't readily available until this initial calculation is complete to avoid server crashes. - Run as a daily cron process to check perceivably useful routes. *SF: #02176 Travel to same address back-to-back shifts is ignored (configurable duration via #isTravelToSameAddressIgnoredThreshold preference). *SF: #02241 Travel Time safety/route caching. - Currently just caches all routes that could possibly matter all the time. Planning to restrict to agencies that have auto-travel enabled in some way. - New preference, #traveledRouteCachingDaysToExpandBy -- defaults to 90. - New ExternalUserSession, MapquestUserSession. - Move #directionsInterface to that session so it's accessed like e.g. #homeCarePulseInterface. *CF: #02243 Show travelTime on Hours by Caregiver report screen. - Also include it in the printout (and Overtime Hours too!). r2015.2.2.2179 2015-02-27: -COMPAT: Change #minimumCompatibleVersionNumber to 1966 and #minimumSuggestedVersionNumber to 2009. r2015.2.1.2169 2015-02-17: *SB: #02289 Turns out a negative miscExpense does makes sense. No longer throws an AssertionFailure. r2015.2.0.2167 2015-02-14: *SF: QuickBooks shift export includes overtime!! *SF: Add Travel Time to QuickBooks Shift Export. *CF: #02207 Include travel rates and amounts in shift export to .csv file. r2015.1.7.2163 2015-02-11: -SB: Fix QuickBooks export of shifts to correctly use the units (most likely 1) for the quantity rather than the shift duration when sending those with a *flat* payRate. r2015.1.6.2157 2015-02-06: -COMPAT: Change #minimumCompatibleVersionNumber to 1938 and #minimumSuggestedVersionNumber to 1995. r2015.1.5.2155 2015-02-05: -CB: #02271 Many of the Shift Lists only using a portion of the available space for scrolling the list -- those without the filter selection pane at the top. - Problem introduced in v2015.1. Fixed ShiftListShell class>>resource_Default_view to use the new reference view. r2015.1.4.2151 2015-02-02: *CB: Final version of #02258 fix got lost in r2015.1.3. r2015.1.3.2149 2015-01-30: -COMPAT: Change #minimumCompatibleVersionNumber to 1903 and #minimumSuggestedVersionNumber to 1979. r2015.1.2.2142 2015-01-26: *CB: 02258: nil DNU #multiplyByFraction: problem for users with non-standard DPI settings on their display -- Fix View>>resolutionScaledBy: to account for nil #x/#y in preferredExtent. r2015.1.1.2140 2015-01-25: -SB: #02217 Nil DNU #/ trying to display a shift, when overtime averaging is turned on and none of the caregiver's shifts for a week have a payAmount. r2015.1.0.2139 2015-01-24: *CF: Replaced this changes.txt file with simplified version. *SF: Add preference #isTelephonyAutoVerifyEnabled to disable auto verification when automatically linking. *CF: Add Overtime Problems report (filterable shift list). *SB: #02238 nil DNU #startingAt:replaceElementsIn:from:to: log of sayRecorded. Fix STWTwilioSayRecorded>>logID, and tweak STWTwilioMainTest>>testClientCallerIDSetsClientWithoutClientNumber so the code is hit. r2014.19.9.2131 2015-01-16: (Release) -S: Change #minimumCompatibleVersionNumber to 1882 and #minimumSuggestedVersionNumber to 1966. r2014.19.8.2121 2015-01-09: (Release) -S: Change #minimumCompatibleVersionNumber to 1840 and #minimumSuggestedVersionNumber to 1938. r2014.19.7.2117 2015-01-06: (Release) -C: #02231 Testing Menu became visible (though disabled) for non-Shoshana users. -C: Fix it! -S: Add service side compatibility check that causes the menu to be removed, but only after they've logged in. r2014.19.6.2114 2015-01-05: (Release) -S: #02236 BUGFIX: Pre-2014.19 WinApp clients would reset the overtimeWeekStartIndex to 1 whenever applying any changes -- fixed by not applying that at all, since it's not displayed in the shell. r2014.19.5.2113 2015-01-05: (Release) -S: #02235 Add preference option to #disableAllEmployeeFieldSyncing -- especially useful for QuickBooks Online where the one-way QB -> RSS sync may even be detrimental. v2015.1.d2.2110 2015-01-02: -C: Change SchedulingApplicationShell>>openAbout copyright to extend through 2015. -S: Change #minimumCompatibleVersionNumber to 1807 and #minimumSuggestedVersionNumber to 1903. -S: #02230 Error logging MapquestInterface error. - Fix MapquestErrorLogEntry>>fields to actually supply the values, not just the symbolic names. And answer the collection (so the entry doesn't look like "$m $e $s $s $a $g $e $s"). - Add LogEntryTest>>testWriteMapquestError. - Add checking of the logging to MapquestInterfaceTest>>testGetDirectionsFor[Bad]Route. v2015.1.d1.2109 2015-01-01: -S: #02230 Error logging MapquestInterface error. - Rename AbstractExternalInterface #userSessionLog: to #sessionLog: (having HomeCarePulseInterface do a super send). - Eliminate evaluating the logging block with the userSession as AbstractExternalInterface>>logMessageAndResponse:method:url:data: (the only usage of the parameter) -- already has userSession in an instance variable. - Fix MapquestInterface>>logGetDirectionsFailure: to send the right message for the sessionID. r2014.19.3.2108 2014-12-31: (Release) -S: #00495 Change fields in medicaid csv export. - Include column for "Authorization No." that comes off of the client inquiry tab, and is required for some medicaid exports. - Drop "License No." that was initially thrown in for CuS1164 by overloading the physician2Name field, but value is not even utilized by the GA Medicaid export. -S: Fix so that blank in the client's medicaidProviderID won't mask a globally set id. -S: Open up limit on "Adding a shift too far in the future" restriction to be a year. -S: #02201 Can't create a Fraction with a zero denominator -- fix division by zero when calculating overtime in distributed mode with shifts but no payDuration. -S: Fix Service>>medicaidProviderID to "inherit" from the global preference for medicaidProviderID if there's not an ID specific to the medicaidProgram. r2014.19.2.2106 2014-12-30: (Release) -S: Fix "Cannot coerce UndefinedObject to bool" error in travel-time configuration (internal-only at the moment). -S: #02223 Core.NoModificationError on CaregiverOvertimeWeeklyStatistics - Removing the assertion by itself from #fillin (#02214) does no good, since what it's asserting is that `self` is mutable. So...need to *make* ourselves mutable before proceeding or we just get the VM NoModificationError a few milliseconds later. v2014.20.d2.2104 2014-12-28: -S: Move logging of 'Telephony initialized...' from SchedulingApplication #startTelephonyInitializeProcessInBackground to #initializeTelephony. - Means it's only logged when telephony is enabled and actually started. - SchedulingApplicationPersistenceTest>>testOnLowMemory... and STWTwilioMainTransactionTests don't need to worry about getting those log entries (now that LoggerSurrogate includes those from #loginLog:). -S: #02216 winApp Compatibility - Problem with ShiftModel making round trip due to warning on authorized hours exceeded confirmation. - srpValueForUnknownName: trying to get #overtimeBillRateMode or #warnCrossesOvertimeWeekBoundary for sending but the incoming model doesn't have 'overtimePreferences'. - Change #srpLoadPostMap: to set 'overtimePreferences' on incoming model. -S: #02217 CaregiverOvertimeCalculator >> calculateAveragePayRate gets nil DNU #/ - Cannot view a shift or webApp planner if overtime averaging is turned on and a caregiver's only shifts for the week don't have payrates. -Change #calculateAveragePayRate to also make averagePayRate be 0.00 if the totalPay isNil (e.g. shifts have no payRate baseRate anywhere). -W: #02218 Knock on problem in webApp of STWMainLoginApplication class does not understand #page. - Change STWAppErrorHandler>>openException: to use the session defaultComponent where possible, getting the STWMain...Application instance, rather than the seaside application rootComponent (which is the class to start from). r2014.19.1.2103 2014-12-27: (Release) -S: #02216 winApp Compatibility - Problem with ShiftModel making round trip due to warning on authorized hours exceeded confirmation. - srpValueForUnknownName: trying to get #overtimeBillRateMode or #warnCrossesOvertimeWeekBoundary for sending but the incoming model doesn't have 'overtimePreferences'. - Change #srpLoadPostMap: to set 'overtimePreferences' on incoming model. -S: #02217 CaregiverOvertimeCalculator >> calculateAveragePayRate gets nil DNU #/ - Cannot view a shift or webApp planner if overtime averaging is turned on and a caregiver's only shifts for the week don't have payrates. - Change #calculateAveragePayRate to also make averagePayRate be 0.00 if the totalPay isNil (e.g. shifts have no payRate baseRate anywhere). -W: #02218 Knock on problem in webApp of STWMainLoginApplication class does not understand #page. - Change STWAppErrorHandler>>openException: to use the session defaultComponent where possible, getting the STWMain...Application instance, rather than the seaside application rootComponent (which is the class to start from). r2014.19.0.2102 2014-12-27: (Release) -S: ShiftModel WinApp compatibility - Make sure .overtimeDefaultBillDuration is set to something when we have assigned overtime and are talking to an old WinApp that doesn't understand assigned overtime. - Also make sure we don't clear the assigned duration when an old client sends us nil. v2014.19.d23.2099 2014-12-25: -C: Fix new errors linking telephony events in winApp, exporting shifts, printing shifts and displaying caregiver webApp shift info. - Change STDuration>>asHoursString to avoid the (Float only) printOn:decimalPlaces: method. -S: Linking a shift/login where travelTime changed would cause an error. - Change ScheduledShift>>expandIntervalForTravel: to answer aDateInterval (expected by parts of the scheduleChanged event processing). -S: Changing a timesPattern that caused removal of Open shifts that had TentativelyAssigned shifts caused an error. - Change TimesPattern>>reallocateRemoving:adding:keeping:becoming: to not remove a shift if it's already been removed. (Removing an Open causes automatic removal of the corresponding TA shifts). - Also added check to ScheduledShift>>removeShift to throw an error if the shift is already removed. (May decide to rethink this and simply ignore subsequent removal requests if a bunch of tests have problems). v2014.19.d22.2098 2014-12-23: -S: Move #dynamicallyReferencedClasses specifying subclasses of DataRepairIncants over to ServerIncantPortal so that they're not stripped. -S: Setting explicit travel time or linking a telephony event with travel time should invalidate OT caches, as should moving a shift that might cause calculated travel to appear or disappear. v2014.19.d21.2097 2014-12-22: -S: Assigning/unassigning overtime, adding/removing duration adjustments, etc. should cause ShiftPortal on shifts in that week for that caregiver to refresh. -S: #02214 Assertion failed in CaregiverOvertimeWeeklyStatistics fillin. - Drop the assertion because rolling-back/refreshing a shift in reStore can clear the cache in one shift and not the caregiver or other shifts. -W: Better error handling for the webApp. -W: Change general handling of unexpected errors so that the navigation links are still there. -W: Keep CSS styling. -W: Have the 'OK' button on an unexpected error drop back to the screen _before_ the one that caused the error. -W: Change STWErrorHandler #handleError: and #handleWarning to use the continuation based snapshotImage -- should hopefully eliminate spinning web browser that can occur after errors. -D: Reestablish separate STWAppErrorHandler and STWTwilioErrorHandler subclasses. -D: Fix STWReferrerTest>>testConvertToPerson[DisabledDueToHavingAPerson] tests to not have an unnecessary (error causing) #refresh when it's going to redo the #initializeComponent anyway. v2014.19.d19.2095 2014-12-21: -S: Change #minimumCompatibleVersionNumber to 1760 and #minimumSuggestedVersionNumber to 1882. -S: #02197 Usage of uninitialized Route object -- possible fix... - Have Route>>check go ahead and do the #fillInFromDirectionsInterface if the updatedTimeStamp is nil. -S: Give Portal background processes access to the userSession. -S: Logging of mapquest request/response wasn't happening from a background process (e.g. a serverIncant export of shifts). The initialization of the MapquestInterface userSession would happen using a dynamic stack lookup of currentUserSession and not get anything within the background process. -W: Combine STWAppErrorHandler and STWTwilioErrorHandler into STWErrorHandler class. - Setup the error handler by setting the preference in #applicationNamed: rather than overriding session #errorHandler. - Make SSWErrorHandler>>exceptionResponseFor:title:message: conditional so that callbacks aren't created or css/javascript rendered for twilio sessions. v2014.19.d17.2093 2014-12-18: - #01936 Travel time updates -S: Update mapquest url to use open, per 12/31/2014 change. -C: Modified travel time preferences, model and view to address same day/shift interval requirements for travel time per mandate related to #01936. -S: Modified preferences to address same day/shift interval requirements for travel time per mandate related to #01936. -SCHEMA 252: to preserve pre-existing travel time limits. v2014.19.d16.2092 2014-12-17: -S: Added OvertimeProblemShiftSelectionModel and tests. v2014.19.d15.2091 2014-12-16: -S: Fix up applicant onlineInfo in SchedulingSystem: - Always have applicantOnlineInfo, eliminating its lazy init. - Have the Applicant (Person subclass) answered from #personWithUsername: have an OnlineInfo that does NOT have the person backlink set because Applicant is not persisted. - Put #checkForExtraneousOnlineInfo back into Person #removeRole: so that persons no longer capable of being online won't burn a username. - Fix the error message that comes up when trying to reuse the username used by the Job Applicant, so they'll be able to tell where the problem lies. -Schema 251: Always have an applicantOnlineInfo in SchedulingSystem. v2014.19.d14.2090 2014-12-16: -S: Person always has an onlineInfo. -Schema 250: OnlineInfo.person added as a backlink. v2014.19.d13.2089 2014-12-15: -S: Handle the interaction of travel time and distribution/rate averaging as follows: - Travel time is always included in determining whether and how much overtime there is. - Distribution is always based only on regular payDuration (though of course as per above the amount of OT that must be distributed is affected by travel). - A preference, #overtimeIsTravelIncludedInAveragePayRate, switches the average pay rate between (sum of hoursPayAmount / sum of payDuration) and (sum of (hoursPayAmount + travelTimePayAmount) / sum of (payDuration + travelDuration)). - Compared to what I would consider the "correct" result, which is that the caregiver's total pay is equal to what it would be if OT pay were treated as a separate item from regular pay, the way it is for billing: - With the preference on, including travel pay and time in the average, the caregiver will get paid less than is "correct" depending on how much travel they have -- in the limit of no travel, pay is the same of course. - With the preference off, the caregiver will get paid more, again depending on how much travel. This seems like legally the safer choice in a lot of ways because even if it's technically wrong by not including travel in the average, there's no actual grounds for someone to sue. - All of this assumes the travel rate is lower than the normal rate(s) -- if it's comparable the issue goes away. - The problem gets worse the more travel there is -- so an hour or two of travel a week isn't a big deal, but e.g. a nurse who might travel nearly as much as they work could be quite severely impacted, if their travel payRate is low. - The reasons for all of this are quite subtle, not sure the best way to explain if people ask. v2014.19.d12.2088 2014-12-12: -S: Change #minimumSuggestedVersionNumber to 1840. v2014.19.d10.2086 2014-12-12: -S: DatedCollection>>#intersecting: bug fix. -C: StandardAspectBuffer event groups behavior modified. -S: Lots of tests fixed from 2 days ago assigning overtime versions. -S: Fix ServerIncantPortal>>_exportVerifiedShiftsWithAspects:during: to use #trimmedCaselessEquals: rather than #equals: (which isn't on String in vw). v2014.19.d8.2084 2014-12-11: -W: #01513: CG doing assign/refuse Shift on webApp can gives "this collection is empty" error and spin in the browser. -W: Change STWCaregiverShiftInfo>>acceptShiftOffer to change the ShiftOffer shift into the Assigned shift (same as winApp and staff webApp) rather than leaving the ShiftOffer in addition to the Assigned. -W: For the CG after accepting a shift have the final step go to the planner with the shift now Assigned (rather than just staring at the Assigned shift) -- should help a lot it keeping them from wanting to go back in the browser when accepting multiple shifts. v2014.19.d6.2082 2014-12-10: -C: - Modifications to StandardAspectPathBuffer around its treatment of its `readOnly` property. - Added WrappingTypeConverter as superclass to new TypeConverter DoNotIncludeWrappingConverter. - Modified InheritedValuePresenter to appear in its old 'readOnly' state a lot less to remove flickering on the ShiftPresenter hours tab. - Refactored DateIntervalPresenter to take a more explicit flexible `rangeList` and removed `mustHaveEndDate` property. -Schema 248: Add Shift.overtimeAssignedBillDuration and ScheduledShift.overtimeAssignedPayDuration, Shift.overtimeBillRate, ScheduledShift.overtimePayRate. -C: Overtime - Can Assign Overtime! - Overtime problems show up on the Shift! - Better hiding of unknown values on the Shift! -S: - CaregiverOvertimeStatistics (Day and Week) exist and hold a fundamental role in 'CaregiverOvertimeCalculat(ion)'. - Added DayOrWeek enum, could possible later become some kind of DateIntervalType enum (day,week,month,year,other,fortnight,etc.). -SCHEMA 249: Rename Shift.shift -> .associatedShift -S: #02193 -- need to account for nil baseRate on InvoicedShift.expenseMarkupRate, not just the entire thing being nil. -S: #02208 Address not persisting changes to latitude/longitude since r2014.17.6. - Fix EntityPersistenceTest>>testAddressSetCoordinatesTransactionPersistence to actually test the persistence! And add #testRouteSetMilesAndDurationPersistence. - Add some SchedulingApplicationPersistenceTest>>testNoteLazyUpdate... tests. v2014.19.d4.2080 2014-12-09: -S: #02206 nil DNU #displayStringShortHours -- set .payDuration, .billDuration from .payBillDuration, .payDurationAdjustment, .billDurationAdjustment in #srpValueForUnknownName:put:. r2014.18.5.2094 2014-12-20: (Release) -S: Update mapquest url to use open, per 12/31/2014 change. -S: Change #minimumCompatibleVersionNumber to 1760 and #minimumSuggestedVersionNumber to 1882. r2014.18.4.2087 2014-12-12: (Release) -S: #02193 -- need to account for nil baseRate on InvoicedShift.expenseMarkupRate, not just the entire thing being nil. -S: #02208 Address not persisting changes to latitude/longitude since r2014.17.6. - Fix EntityPersistenceTest>>testAddressSetCoordinatesTransactionPersistence to actually test the persistence! And add #testRouteSetMilesAndDurationPersistence. -W: #01513: CG doing assign/refuse Shift on webApp can gives "this collection is empty" error and spin in the browser. -W: Change STWCaregiverShiftInfo>>acceptShiftOffer to change the ShiftOffer shift into the Assigned shift (same as winApp and staff webApp) rather than leaving the ShiftOffer in addition to the Assigned. -W: For the CG after accepting a shift have the final step go to the planner with the shift now Assigned (rather than just staring at the Assigned shift) -- should help a lot it keeping them from wanting to go back in the browser when accepting multiple shifts. -S: Change #minimumSuggestedVersionNumber to 1840. r2014.18.3.2079 2014-12-08: (Release) -S: #02206 nil DNU #displayStringShortHours -- set .payDuration, .billDuration from .payBillDuration, .payDurationAdjustment, .billDurationAdjustment in #srpValueForUnknownName:put: r2014.18.2.2078 2014-12-07: (Release) -S: #02206 nil DNU #displayStringShortHours error logging Shift apply - Change ShiftModel>>srpValueForUnknownName:put: no map #noPayrollPayDuration/noBillingBillDuration for non payroll/billing users. r2014.18.1.2077 2014-12-07: (Release) -S: #02205 nil DNU #, error trying to log Shift apply - Add AbstractShiftListModel>>srpValueForUnknownName:put: to map employeeDisplayString -> caregiverDisplayString coming back from old winApps for logging purposes. -S: Change AbstractCommandLogEntry>>sessionID:byteSize:portalOrShell:uiCommand: to error check creating the printString of the arguments (which is the most common place for an unexpected error while logging). Have it snapshot and log the error, and then substitute "{ERROR in arguments printString}" in the server log record -- helps the server log to make more sense, rather than having the portalCommand line missing entirely (which happens when the error is caught by #sessionLog:). r2014.18.0.2076 2014-12-06: (Release) -S: BUGFIX: InvoicedShifts with no expenseMarkupRate (that came from pre-RateObject ScheduledShifts) need to be treated as having 1.000s baseRate, not nil -- that was the old behavior. (Can still be disabled by expensePayOrBill == #pay, of course). v2014.18.d22.2074 2014-12-04: -S: #02203 BUGFIX: Allow TelephonyEventTasks to look backward one day for a matching ServiceTask if and only if their global Task ended the day before the event -- meaning someone changed the global config later in the day after the event was recorded. -S: #00150 Handling zero-activity invoices: - Implementation guarded by a preference #invoicingCanCreateWithNoActivity, defaults to true (i.e. keep the old behavior). -S: Fix InvoiceCreationPortal to listen properly for changes to the type of a service and remove #notDone from 4 corresponding tests - Also involved some refactoring of InvoiceCreationModel. v2014.18.d21.2073 2014-12-03: -S: #00568 PaymentObligation stuck on Invoice Creation screen - Fix ScheduledShift>>checkCurrentInvoice so that PO earliestAdjustmentNeededDate: doesn't get set due to a shift that's otherwise not #isRecentEnoughToAdjust. v2014.18.d20.2072 2014-12-03: -S: More VW compatibility for DatedCollection. - Eliminate AbstractDatedCollection>>removeIndex: that led to mutual infinite recursion with #removeAtIndex:. - Add ConsecutiveDatedCollection>>remove:ifAbsent: override to use #removeItIndex so that adjacent dates with be kept in sync. - Add SequenceableCollection>>at:ifPresent: for use by test. v2014.18.d19.2071 2014-12-02: -C: ShiftModel refactoring: Add ShiftModel>>initializeFromTimeInteral:timezone: for use by TelephonyEventLinkDialog>>setChangeToValue. -S: Changes to DatedCollection. - Old DatedCollection now `ConsecutiveDatedCollection`. - Extracted Sibling `DatedCollection` that allows dateInterval gaps between elements, just no overlapping. - events were pushed back down to PeriodicShiftPatternCollection. - VW compatibility - Shuffled things around to make VW more similar to Dolphin so that e.g. #addAnsweringIndex: already exists on SortedCollection. - Pushed up other VW-specific methods on DatedCollection to AbstractDatedCollection. -C: Stripping problem - PayBillRateModel does not understand #basicRateType. v2014.18.d18.2070 2014-12-01: -S: Refactor ShiftModel hierarchy. - Remove compatibility vars and replace with #srpValueForUnknownName:. - Replace #payRate, #billRate, #payDurationAdjustment, #billDurationAdjustment with just #payDuration, #billDuration everywhere except ShiftModel itself -- not needed and there's a significant performance penalty for making PayBillRateModels. - Remove InvoicedShift(Model|Portal|Presenter|Shell) altogether and just send #informationMessage: 'Viewing invoiced shifts is not implemented yet' when clicking that button. v2014.18.d17.2069 2014-11-28: -S: #02196 ShiftTaskListModel initializeFrom:forShifts: gets Assertion Failed -- included shifts not in the DateInterval. - Fix Pairing to answer the correct timezone (based on client address). Add Pairing>>system while I was at it. -S: Change #minimumSuggestedVersionNumber to 1807. v2014.18.d16.2067 2014-11-24: -S: #02062 Caregiver pseudoServiceTypes -- update handling for Users with no-payroll access - Don't show them pseudo service types in the CaregiverServiceTypesListPortal, or give them as a possibility to add. - Had also added portal checks for user without #payRate access on #addServiceTypes:starting: and #openServiceTypeCode: -- decided to leave them in as extra safety measure. -S: Remove obsolete code given v1708 is now the minimum supported winApp. - v1655 & v1681 - ConfigureTelephonyModel class>>fieldsMap - v1705 - Client>>credentialList: - v1681 - #compatibilityPreTimesForService / #isCurrentWinAppTimesForServiceCompatible -- portal commands to open times required instead of times for service. -C: Fix ClientPresenter so that that the right-click menu on the service list now includes "Schedule" (that works), rather than "Times" (that's been disable for the past year or so). v2014.18.d15.2066 2014-11-24: -D: Change ConfigureOvertimeShellTest>>testValidateUserInterface to use an OrderedCollection to have reproducible order (rather than Dictionary), and use DynamicModel for better clarity by naming the parts. -D: Extend BlockClosure>>valueFailed: to report the number of arguments given in addition to the number provided. -S: Change #minimumCompatibleVersionNumber to 1708 and #minimumSuggestedVersionNumber to 1760. -S: #02194: Shift does not have billRate expected by BillingElementModel -S: Fix assertion in BillingElementModel>>addMedicaidUnitsFrom: to treat nil rate as 0.00s common element. v2014.18.d13.2063 2014-11-19: -S: #00726 Background List update on portals with no actual changes left client waiting with spinning/hourglass cursor infinitely. Now just sends a ''no-op''. -S: Refactored #forPayBillCheck: to just use AccountingType class>>#instancesDo:. -W: #02180 Message not understood: #name. - Fix it so that the webApp cannot inadvertently partially "rollback" the deletion of a client, leaving a personless client in the system client list. - Have STWAbstractRoleList>>allEntities make a copy of the global collection, which gets included in the the seaside component's state and ends up potentially being restored to a previous value. v2014.18.d12.2062 2014-11-18: -C: #02165 -- the nasty-looking hack from above made itself into too much trouble. Replaced it with a variable on ShiftModel. -C: Fix ShiftPresenter and ShiftHoursBlockPresenter views with missing rightNullValue in ScaledDecimalToText. v2014.18.d11.2061 2014-11-17: -SCHEMA 247: #updateSchema244 accidentally added #overtime as a *regular* ServiceType, not a pseudo-type -- fix it -S: #02165 Overtime Config v2--#multiplyBillRate mode now works - Minor cleanup of OT-related methods on Shift -- #regularHours(Pay|Bill)Fraction no longer exists, since for bill it's not a meaningful question, and for pay nobody outside of #overtimePayUnits was using it and there it can be written as simply (1 - self overtimePayFraction). - Added a rather nasty-looking but deeply necessary method on ShiftModel, to find the "in-scope" SchedulingApplicationModel no matter where it's called from -- want to generalize this but right now it's kinda scary. -C: #02165 Overtime Config v2 -- fix a minor bug in ConfigureOvertimeShell where switching between billRateModes would generate a superfluous change in the shell. -C: Updated hiding of incorrect values on ShiftHoursBlockPresenter to include noticing if the overall duration of the shift has changed. v2014.18.d10.2060 2014-11-17: -S: #02062 Travel time rate per caregiver, and other pseudo serviceTypes including overtime. - Refactor ShiftRateProxy into (Overtime|Regular|PseudoType) siblings under a new AbstractShiftRateProxy. - Refactor Caregiver(Default)PayRateProxy into (Regular|Default|PseudoType) under new AbstractCaregiverRateProxy. - Create #enabledOrNil in line with #rateTypeOrNil -- otherwise ServiceType disables of pseudo-types would get lost due to going through the CG rate. - Change 'Pay Rates: HM61: John Smith' to 'HM61 Pay Rates: John Smith' (and for pseudo-types e.g. 'Mileage Pay Rates: John Smith'). -C: Change DatabaseMaintenanceShell>>timeShiftDBBy: to use the renamed PeriodicShiftPattern start/through and service allocatedPoint dates. -S: Fix SQL syntax error in SchedulingApplication>>updateSchema246Pre. v2014.18.d9.2058 2014-11-13: -S: #02165 Overtime Configuration V2 -SCHEMA 245: Migrate various overtime preference names and types. Add overtimeBillAllocationMode. -C: Change ConfigureOvertimeShell/Model to match preference changes. - Change CaregiverOvertimeCalculator to respect #overtimeBillAllocationMode. -S: Change PeriodicShiftPattern start/end and Service allocatedPoint into Dates in the DB (startDate, throughDate, allocatedPointDate). -SCHEMA 246: Migrate the above. -S: Extract DatedCollection, superclass of PeriodicShiftPatternCollection, maintains similar invariants (sequence of objects whose dateIntervals touch), uses fast binary search to answer #atDate:, #asOf:, etc. -S: Improve ShiftFinder performance by maintaining both a DateInterval and a TimeInterval and using each as appropriate when comparing. -S: Guard Service>>onPossibleStatusChange and #verifyAllocatedPointInvariant behind #isInAllocationProcess -- significant performance improvement when allocating lots of shifts. -S: Move as much work as possible on ShiftExportModel into #aspects, rather than implementing methods, in order that ScheduledShift understand almost everything. -S: Add ServerIncantPortal>>_exportVerifiedShiftsWithAspects:during:, which accepts any of the aspect names that are valid in a conventional shift export and produces the same format, but can handle arbitrary numbers of shifts. r2014.17.8.2068 2014-11-28: (Release) -W: #02180 Message not understood: #name. - Fix it so that the webApp cannot inadvertently partially "rollback" the deletion of a client, leaving a personless client in the system client list. - Have STWAbstractRoleList>>allEntities make a copy of the global collection, which gets included in the the seaside component's state and ends up potentially being restored to a previous value. -S: #02194: Shift does not have billRate expected by BillingElementModel -S: Fix assertion in BillingElementModel>>addMedicaidUnitsFrom: to treat nil rate as 0.00s common element. -S: #02196: ShiftTaskListModel initializeFrom:forShifts: gets Assertion Failed -- included shifts not in the DateInterval. - Fix Pairing to answer the correct timezone (based on client address). Add Pairing>>system while I was at it. -S: Change #minimumSuggestedVersionNumber to 1807. r2014.17.7.2065 2014-11-21: (Release) -S: Change #minimumCompatibleVersionNumber to 1708 and #minimumSuggestedVersionNumber to 1760. r2014.17.6.2059 2014-11-14: (Release) -S: Change "Add Rate to All Service Types..." to not add rates to pseudo-types (esp. overtime, which should never have ServiceType rates at all) - Rename #addServiceTypeRatesEffective: to #addAllServiceTypeRatesEffective: (which is test-only), since tests depend on setting up lots of pseudo-type rates at once. Just the few places that want the new behavior got renamed back -SCHEMA 244: Add #overtime ServiceType if not already present. Remove any payBillRates on #overtime ServiceType. Drop old PayBillCode table. -S: Change some client compatibility numbers from '2014.18' to '2014.17.6'. v2014.18.d7.2056 2014-11-11: (g) -S: Added MapquestInterface to retrieve distance and time for routes. -Schema 243: Add class Route. Add Address.routesFrom & .routesTo -S: ScheduledShifts compute their travel time and mileage from previous shift based on time interval preference. -C: ShiftPresenter uses InheritedValuePresenter for travel time/mileage. -S: #noteLazyUpdate is new way of doing lazy transactions. -C: Added ObjectToInvalidatingText converter. -C: Added travel time and mileage configuration shell. -TEL: Telephony uses closest matching shifts start time instead of current time to find shifts for travelTime/mileage (logging in late won't make the caregiver ineligible to input travel). -C: #02172 Fixed Overtime Configuration shell -- would let you enter float decimal numbers, which blew up when trying to be persisted to the preference dictionary. v2014.18.d6.2055 2014-11-10: (g) -S: #02170 BUGFIX: Changing Assignment or Caregiver pay rates should clear overtime caches, since the average pay rate may be affected. - But changes to bill rates, at all levels, *don't* need to now that everything OT-related happens on the payRate's terms. - Also cleaned up the overtime calculator a lot -- lots of implicit assumptions from the VirtualSplitShift era that no longer apply. v2014.18.d5.2054 2014-11-07: -S: #02141 Error in SQL syntax fetching actions by DB query. - Use `nil` for [-- all types --] instead of explicitly listing all of them. - When deleting the only ActionType that is currently filtered, revert to an unfiltered list rather than a guaranteed-empty one. -C: Hide values on the Hours tab that will be wrong until changes are applied. v2014.18.d3.2052 -S: #01782 Change #isUsingNewCMS1500Form to be the default. v2014.18.d2.2051 2014-11-06: (g) -S: #00657 Tries to start second copy of server -- threw `self critical:` in a bunch of places, and specifically guarded against overwriting an existing ServerMonitor, and in ServerMonitor against starting another actual UNIX process when our status indicates one should already be running. r2014.17.5.2050 2014-11-03: (Release) -C: Fix apply bug in Overtime Configuration shell. -C: Make ordering of Pay/Bill in ServiceTypeListShell consistent with everywhere else (Pay on top). -C: WeekBoundaryWarningPresenter warns the user before splitting shifts. -C: Flat rate units is always near the bottom of the Hours tab, with the week boundary warning, if needed, above it. -S: Change #hasOvertimeDuring: to consider only shifts starting during, even though the caregiver could technically have OT from a shift hanging over midnight -- more consistent with behavior re: (lack of) splitting, and prevents red text on the planner when really there isn't any OT *that* week -S: #02158 Remove assert in CaregiverOvertimeCalculator>>checkCaches -- ReStore shenanigans beyond easy control can cause it to fail when nothing is actually wrong. -S: Check SchedulingSystem>>isOvertimeEnabled and early-out from most OT-related stuff if false. r2014.17.4.2049 2014-11-03: (Release) -S: Fix ShiftModel>>srpSavePostMap: for compatibility with non-pay/bill users when flatRateUnits < 1. r2014.17.3.2048 2014-11-03: -S: Shift class>>basicTimeInterval:assignment:status: to go back to using #assignment: so that a checkCurrentInvoice doesn't get missed. -C: Fix ReportShiftTasksPresenter>>createSchematicWiring to eliminate feedback loop when the Report Tasks shell is opened. r2014.17.2.2046 2014-10-31: (Release) -S: #02154 Improve ReStore performance when clearing overtime caches. - Allow classes to decide individually which selectors are "non-modifying", i.e. should not cause a proxy to swap and be "referenced". - Consider important Shift accessors "non-modifying" so spinning through the cache doesn't mark *every loaded shift* as "referenced". - Improvements may be possible for other operations that have extensive reach but do no modification. -S: #02156 Fix winApp compatibility for telephonyEventList selecting #allNotLinked status. Gave "Assertion Failure" error. -S: #02157 Fix SchedulingApplicationPortal>>requestClientUpgrade to not give DNU #clientVersion error if they're already up-to-date. r2014.17.1.2045 2014-10-31: (Release) -S: #02155 Fix old winApp compatibility problem. - Server gets "NonBoolean receiver--proceed for truth." - User just sees spinning cursor, and shift form (or telephony link telephony link dialog?) is stuck. - Arises when trying to make a change that requires "Service is over Authorized Hours" confirmation. r2014.17.0.2044 2014-10-31: (Release) -C: Fix somewhat scrambled ServicePlannerPresenter class>>resource_Default_view layout, probably due to saving under wrong DPI at one point during testing. -C: Change ShiftHoursBlockPresenter class>>resource_Default_view textEdit fontSize to 9 point, as before and consistent with other textEdits on the shell. v2014.17.d34.2042 2014-10-30: -S: Changing the type of a Service should nil overtime caches (for shifts on any caregiver that has an assignment with that service--i.e. not just shifts actually on that service) -C: Fix up fonts on the Shift hours tab. v2014.17.d32.2040 2014-10-29: -S: Change HIPPA837P #writeClaimInformation and #writeServiceLineFor: to use displayStringTwoDecimals instead of displayStringAtMostTwoDecimals for the medicaidBillAmounts because dollar amounts with just a single decimal are kind of weird. -D: Fix test expectations. -S: Eliminate the cryptic 'BK'/'ABK' #agencyICDVersionNumberCode everywhere except HIPPA837P, and use #agencyICDVersionNumber 9/10 instead everywhere else. -SCHEMA 242: Replace #agencyICDVersionCode 'BK'/'ABK' preference with #agencyICDVersionNumber 9/10. v2014.17.d31.2039 2014-10-29: -C: Fix ScaledDecimalToText class>>stbConvertFrom: to provide the previous default of 2 decimals when the parameter was nil. -S: Change TelephonyEventListPortal>>statusQualifierString to make the caption "Loose, Incomplete or Invalid Telephony Events" for the '-- all not linked --' status. v2014.17.d30.2038 2014-10-28: -C: Reorganized AbstractTelephonyEventModel>>statusFilterOptions and renamed #looseOrInvalid to #allNotLinked and added #incomplete. The status options on the TelephonyEventListShell has dividers between to clarify their meaning. -S: Old winApps get DoNotInclude for flat pay/bill rates if their flat rate units < 1. -S: Handle v2003 winApp compatibility getting "Not found: ScaledDecimal" error trying to login. -S: Eliminate BuildVersion 'versionString' and SchedulingApplicationModel 'weekStartIndex'/'calendarWeekStartIndex' by using #srpValueForUnknownName:. -S: BUGFIX: Removing a ServiceType rate should notify the domain similar to adding or changing one, i.e. to nil Shift overtime caches - Removed #onServiceTypeRatesChanged, everyone was already listening to either #payRatesChanged or #billRatesChanged. -C: Change ScaledDecimalToText to take advantage of the above with #decimalsMin, #decimalsMax and #showCommas aspects. -C: Add overtime-related information to shift export. -C: Allow hiding the "Flat Rate Options" box via per-agency preference, and only show 2 decimals unless more are needed. -C: Split-at-week-boundaries command now confirms with the user first. -S: BUGFIX: Splitting a VirtualOpenShift needs to ...actually split the shift... Also splitting a bunch of VOSes, where after the first split the rest will have been allocated, should work now. v2014.17.d28.2036 2014-10-27: -C: Fix hours tab rate type summary labels to use a font that should always exist and therefore always fit their contents -S: Fix a stripping problem that resulted in overtime rates not being calculated (!) v2014.17.d27.2035 2014-10-26: -W: Fix STWTelephonyEventList>>initialize to use #forSystem: when instantiating the model. v2014.17.d26.2034 2014-10-24: -C: Changed phrasing on OvertimeConfigurationShell from 'assign overtime' to 'allocate overtime'. -C: Warn when shifts cross OT week boundary: - Warning box on Payroll, Payable Shifts and Billing reports, with counts of all serviceNeeded, all assigned, and verified shifts that cross OT week boundaries, and the option to view a shift list or just split them all - Also on the Hours tab, for just that one shift v2014.17.d25.2033 2014-10-23: -S: move AbstractExternalInterface from ST Web API to ST Server Support -S: extracted Yahoo methods from Address into YahooGeoInterface; added logging v2014.17.d24.2032 2014-10-22: -S: Fixes re: cached overtime: - Change ScheduledShift>>overtimeIsCached to not care about the average pay rate, since it's not used as temporary storage by the calculator. - Fix the other half of a previous bug re: clearing and filling of caches around week boundaries. v2014.17.d23.2031 2014-10-21: -S: Add SSLSocket>>{accept|connect}SSLv3Using: to vw. v2014.17.d22.2030 2014-10-21: -S: Splitting a flat-rate shift twice, or otherwise splitting a shift with explicit flatRateUnits, works properly. v2014.17.d21.2029 2014-10-21: -S: Use the actual ServiceTasks applicable to a particular shift (i.e. as of its date) when determining whether a caregiver can work a given shift -S: Overtime Bill Mode Preference used to calculate overtime bill rate from pay rate, also uses overtimeBillMultiplier if enabled. -S: Invoicing process currently ignores OT Bill Rate rather than breaking horribly. v2014.17.d20.2028 2014-10-20: -S: #02123 duplicate tasks on care plan: - More refactoring - Fixed modification-while-iterating in Task>>delete - Much stricter assertions about not modifying currently inactive (Service)Tasks - Add data test that there are no useless (Service)Tasks (zero interval, no RecordedTasks) - Make existing Tasks data tests easier to debug - Clean up some calls to Task>>(start|through)Date: after adding #basic -S: Automate adding of new indexes as part of the normal synchronizeWithDatabase process, so that it requires only a new schema number, not an explicit migration. -SCHEMA 241: Add indices on ServiceTask>>service and ServiceTask>>task. -S: Fix DateInterval>>intervalsAfterRemoving: to correctly handle non-intersecting intervals (!) -S: Splitting a shift splits any adjustments present as well. -C: #02137 SSLv3 Poodle vulnerability. - Fixed immediate impact of QuickBooksOnline otherwise no longer being able to connect. - Change winApp to use TSL instead of SSLv3 when making SSL connections in general. - But continue to use SSLv3 for connecting to the appServer until it can be upgraded. -C: Change the oAuthConsumer key and secret for QuickBooksOnline to use the production values rather than the development ones. v2014.17.d19.2027 2014-10-16: -S: Fix ReStore so that encountering an SSWDBDeletedObject *that is trying to be deleted for real*, i.e. that exists only by way of a copyObject, not a proxiedObject, doesn't crash the transaction -S: Fix Report Payable Shifts to use the same sort as Report Payroll Detailed. - They're really the same report format, and potentially only vary in which shifts are included. (Future issue #00900 actually addresses combining the Payroll and Payable Shifts report selection). - Simply sort lines for each caregiver by shift start. (Payable report used to sort by payrate and then shift start). v2014.17.d18.2026 2014-10-15: -S: #02123 Duplicate tasks on care plan: - Lots of refactoring around tasks - The child (RecordedTask, and ServiceTask relative to Task) is responsible for maintaining back/forward links. - Initialization, in turn, is via class-side constructor on the child, *only*. If you want #addWhatever methods, they use that. - TelephonyEventTask records itself with its telephonyEvent immediately upon creation. ShiftTask of course doesn't, since it can be transient if not modified. - Add #basic prefix to #startDate:, #throughDate: on Task, since we'll need the non-basic forms later for UI code. - Bug ultimately appears to have been that splitting a Task may not split the underlying ServiceTasks if those STs aren't in use, resulting in mismatched Task/ST intervals and overlapping STs. -S: Don't resort the order of shifts in PayrollDetailedPrintoutModel>>initializeFrom: - Leave it up to the caller -- currently uses payrate then start. - The recent change to resort made it ordered only by shift start in vw. v2014.17.d17.2025 2014-10-14: -S: Removed overtime bill mode preference #multiplyBillRate. -S: overtimeBillMode[#doNotBill] preference is respected by shifts. -C: Fully embrace that the model for Shift{Start|End}TimeValueAdaptor is a buffer (either server aspect or standard) for access to the original baseTime. - Fix TimeAndDurationValueAdaptorTests. - Change STWShift, STWTelephonyEventLinkDialog and TelephonyEventLinkDialog to make use of a buffer with the adaptors. - Don't bother checking baseTime in ShiftPresenterTest #testApplyButtonTimeAction, as the subjectOriginal won't actually be updated without the server response. v2014.17.d16.2024 2014-10-13: -C: Fix the height of some text edits in TelephonyEventPresenter class>>resource_Default_view to be consistent. -C: Change ServiceTypeListShell>>addPayBillRatesEffective to send #containsPayBillRatesEffective: to the entityModel _value_ as StandardAspectPathBuffer only forwards accessors. -S: Midnight splitting is no more. -S: Change SchedulingSystemForQBSync>>originalEntityFor: to give an error message with the name of the Customer (or whatever) that's causing an issue, rather than just "key not found". v2014.17.d15.2023 2014-10-12: -C: ShiftHoursBlockPresenter layout tweaked. -S: #02122: SRP compatibility changes not finished re: #nonPayBillDuration. -C: Fix TelephonyEventListShell so that the filter pane stays fixed size while resizing the window. -S: #01963 Fix averaging/distribution/make the calculator modern - Distribution works - Pay and bill are correctly separated, where the amount of OT is determined only by pay and just assigned differently. - Automatic/virtual midnight splitting is no more (VirtualSplitShift can go soon, but tests depend on it ATM). -C: #02131 Screwy choices for DateAndTime when editing shift times -- partial fix, still need to deal with updates from server. - Fix ShiftTimeValueAdaptor>>setValue: to handle update of baseTime after applying changes within _this_ shell. - Add ShiftPresenterTest>>testExternalTimeChangeUpdatesBaseTimesForEditing for what's not yet handled. v2014.17.d14.2022 2014-10-09: -S: TelephonyEvent's have new status: #incomplete, that does not auto link, but is linkable. -C: TelephonyEventPresenter shows incomplete reason if an event is incomplete (Old winApp still shows status as invalid). -C: BUGFIX: InheritedValuePresenter was not updating the enabledness of it's toggle button when its isEnabled property changed. v2014.17.d13.2021 2014-10-08: -S: ADP and ACCPAC exporters just ignore overtime entirely for now. -C: Make InheritedValuePresenter a little more robust. v2014.17.d11.2019 2014-10-06: -C: Re-version ST UI Presenters -- ShiftPresenter resource_Hours_tab was somehow scrambled. v2014.17.d10.2018 2014-10-06: -C: Overtime Configuration Shell! -S: StandardAspectPathBuffer has event groups -- a change to any member of a group will trigger #valueChanged for all of its members. v2014.17.d9.2017 2014-10-03: -S: Don't show #overtime in the global ServiceTypes list. -S: Shifts take the full capabilities of PayBillRate into consideration for travel time and mileage. v2014.17.d8.2016 2014-10-02: -C: #02032 Overtime is shown on the hours tab! - Of note, changing the regular hours rate doesn't change the displayed overtime rate until you actually apply. Difficult to do otherwise, since all the information about where that rate came from is back on the server. -C: #02065 Show any overtime being billed on the Billing Report as separate line items, similar to the Payroll Summary Report. v2014.17.d7.2015 2014-09-30: -C: #02065 Show any overtime being billed on the Billing Report as separate line items, similar to the Payroll Summary Report. -S: ServiceTask needs to hash itself based on both Service and Task, since it's in owned collections on both and needs to distinguish itself in both cases. -S: Add "Free Database Statement Cache" to testing menu -- resolves "Invalid cursor state" error. -C: #02096 Show OT Caregivers in RED on the Hours by Caregiver report v2014.17.d6.2014 2014-09-26: -S: Do some error checking on SchedulingSystem>>medicaidProgramExporter:. -S: Change AbstractShift>>flatRateUnits to default to a scaledDecimal (necessary for vw persistence). v2014.17.d5.2013 2014-09-25: -S: Change current winApp compatibility checks to '2014.17' after reevaluating the number of "releases" so far during 2014. v2014.17.d4.2012 2014-09-25: -S: #01964 #02031: Overtime - rename overtime preferences to all prefix with "overtime" - cached overtime - overtime pay/bill rate proxies (cached average pay rate too) - flat rate units instead of splitting base rate - max rate's rate type parameter gets split when the shift gets split -Schema 240: Add Shift.flatRateUnits and migrate overtime preferences after name change. -S: #01761 Removed client's username from "Caregiver Handout" printout. -C: Eliminate online enabled indicator as well (and hence the whole line). -S: Fixes to ScheduledShift>>overtimePayDuration and Employee>>hasOvertimeDuring:. -S: Include #UnitType in STSrpConfiguration class>>sharedClasses. v2014.17.d2.2010 2014-09-23: -S: Add MedicaidBatchExport class>>dynamicallyReferencedClasses to keep all subclasses. -C: - Abstracted boilerplate in AbstractConfigureApplicationModel and generated much of the code. - AbstractConfigureApplicationShells had their presenter inst vars removed. -S: Overtime preferences added and their changes trigger onOvertimePreferencesChanged. -W: #02091 Fix DNU #employee: error going from STWStaffCaregiverShiftList in the webApp to the winApp. v2010 (Patch of 2009) 2014-10-20: (S:Release) [r2014.16.2] -C: #02137 SSLv3 Poodle vulnerability. Change winApp to use TSL instead of SSLv3 when making SSL connections. Immediate impact: QuickBooksOnline otherwise no longer able to connect. v2009 (Patch of 2008) 2014-09-26: (Release) [r2014.16.1] -S: Add MedicaidBatchExport class>>dynamicallyReferencedClasses to keep all subclasses. v2008 2014-09-19: (Release) [r2014.16] -S: Modifications to Time>>displayOn...includesSeconds: broke VW Build. Time>>minute and Time>>second are just seaside-dolphin methods that redirect to Time>>minutes and Time>>seconds respectively. Replaced with the native methods -D: Change BatchTestRunner>>initializeTestsToSkip to fix VW batch test run infinite error loop if an SRP.Tests.* test is already in the skip file. -C: Ugh... I think the TextEdit battle might finally be over. TextEdit now has a flag "settingText" that makes it so that it can stomp over its display value only if it is not currently settingText. -S: - AccessTypeCollection got a printString. You can now tell which masks it has flagged. - RateAndUnitTypes fail early if either of the rateType or unitType are nil, fixed tests that were not setting up properly around unitTypes. - wrapped Portal>>performUIMessageSelector:with:wit.. methods to rememberUserSessionDuring:. -S: Change Server Incant to (once more) allow arbitrary objects to be shown with the #log: method. (Only expand macros if supplying arguments using with:...). -S: #02083 Update Thawte Premium Server CA certificate now used by api.twilio.com. -C: Fix stripping problem of #copyAfter: (was in seaside package) used by formatting durations. v2007 2014-09-17: -C: Change STDuration and STDateAndTime #printOn: to not include a spurious 's' if the seconds is a integral scaled decimal. -S: #02081 Allow storing decimals in global preferences. -C: Tighten up some spacing on the Tasks Report. -C: TextEdit: if updatePerChar, it will only update its text if it's NOT editing. - Added TextEditExtensionsTest -Schema 239: Remove Shift.originalDuration. -S: #originalDuration has been dropped in favor of as yet to be implemented #flatRateUnits. -C: #02020 Hours Tab Reworked: - Adjustments have been moved here. - pay/bill units and durations are differentiated in their own fields. - (currently hidden until fully implemented) flatRateUnits field has been added. - a rateTypeSummary is given in the headers. - ShiftDurationModelAdaptor, and plain 'ol DurationModelAdapter have been thrown out. in favor of... - DurationToTextApplicationFormat TypeConvertor can handle converting from text. It also can do rounding, and returns InvalidEntries if the text cannot be parsed. And to make invalid values handled gracefully... - ShiftPresenter's simplistic model, AspectPathBuffer has been replaced with a shiny new StandardAspectPathBuffer -S: Rates always have a #unitType. v2006 2014-09-16: -S: DurationParser is now stricter about having numbers around decimals and colons. v2005 2014-09-15: -S: Updates to CMS-1500 form: -S: #01751 Include Patient info on CMS-1500 -- done when incant "application isPatientInformationIncludedInCMS1500: true" is set. -S: #01073 Extend agency configuration for CMS-1500 form -- requested fields handled by incant-level settings. -S: #01185 Client's SSN on CMS-1500 -- Put the Client's SSN in the Insured's ID Number (1a) field when incant "application preferenceAt: #isClientSSNUsedForCMS1500InsuredID put: true" is set. -S: #02075 Fixed DNU #asIntegerCents error when requesting form for invoice with no shifts: only adjustments. -S: #2076 Fixed "Adobe has spacing problems with multi-line addresses on CMS-1500" -- use series of separate one-line fields instead. v2004 2014-09-13: -S: TemporalInterval refactoring--fix errors: - Date DNU #offset - InvalidEntry DNU #asDate - Tests expecting '...xx/xx/xxxx' and getting '... xx/xx/xxxx' -S,C: Duration Parsing/Printing--fix errors and tests - Hitting an assertion failure that validation should've caught - DurationToTextMinutes rounding correctly, was tested wrong - Fix vw compatibility -- add STDuration #durationToStringFormatClass and class #durationParserClass. v2004x 2014-09-11: -C: DurationToTextConverters can now take input! -C: More client winApp stripping issues: - Move some WAResponse>>response... loose methods from ST Server Support to STE Base. - Move Character #asStringHTTPEncoded and #printHTTPEncodedStringOn: from Swazoo-Compatibility to STE Base Dolphin. -C: #02069 Fix SkillsConfigurationShell DNU #revertEntity. -S: Change SkillsConfigurationPortal>>applyChanges: to give the same details on usage (services/caregivers/recordedTasks) for modification as it does for deletion. v2003 (Patch of v2003x) 2014-09-11[sic]: (Release) [r2014.15] -C: More client winApp stripping issues: - Move some WAResponse>>response... loose methods from ST Server Support to STE Base. - Move Character #asStringHTTPEncoded and #printHTTPEncodedStringOn: from Swazoo-Compatibility to STE Base Dolphin. -C: #02069 Fix SkillsConfigurationShell DNU #revertEntity. v2003x 2014-09-11: -C: More client winApp stripping issues: - Move #preferenceStoreOn: methods from ST Entities to ST Entities Shared. - Move a bunch of miscellaneous loose methods from Seaside and Seaside-Dolphin to STE Base Dolphin. - Move class #preferenceFromString:for: methods, AbstractInvoice class>>allStatuses, Object>>is[In]Valid and Object>>isService from ST Entities to ST Entities Shared. - Move True/False #asInteger from SSW ReStore Base to STE Base. - Add OnlineInfo>>isDomainModel and change #ifStaffPersonAndDontHaveAccessPrivilege: to only try to check securityDescriptors for a domain model, i.e. on the server. - Move TimeStamp class>>now from STE Base Dolphin to ST DateAndTime Dolphin so that it's available when seaside WADispatcher loads and attempts to use it. v2002 2014-09-09: -C: Fix stripping issues related to PreferenceDictionary. - Move various #preferenceClass methods to ST Entities Shared. - Refactor ST Application {Dolphin|Client|Linked|Server Dolphin}, adding #required{Classes|Packages}{Client|Server} and call from the appropriate #required{Classes|PackageNames} methods. v2001 2014-09-08: -C: Fixes related to type converters and TextEdit update per char: - Change TextEdit>>refreshContents also always do the super refreshContents if TypeConverterOutputOnlyNotification is thrown. - Add DurationToText{ApplicationFormat|Hours} #rightToLeft: implementations to signal it. - Change TextEdit #typeconverter and #setTextValue: to do a super refreshContents to deal with other places where the canonical displayValue should be shown. - Change ClientPresenterTest>>testSexUpdates to be the one place where per char canonicalization was useful, but no longer expected. v2000 2014-09-08: -S: Fix PreferenceDictionary tests after removing class-side definitions. -C: TextEdit in updatePerChar mode shouldn't actually refresh its text if its typeConverter says the underlying value hasn't really changed - AbstractToTextConverter needs to tolerate TextPresenter stupidly giving it `String new asValue` when it expects its leftNullValue, i.e. nil -S: Further #01983 PreferenceDictionary fixups: - Add VW #associationsDo: override to properly decode the values, and #changeCapacityTo: override to copy without decode/encode cycle, eliminating possible infinite recursion in #grow. - Change it so that SchedulingSystem #timezone goes through preferences for value and default handling. - Add explicit ConfigurationOption to PreferenceDictionary for timezone. - Change ConfigurationOption class>>unknownNamed: to initialize type to Object instead of nil. -S: Improvements for #01782 CMS1500: -S: Fix the tab order for the editable version of the form. -S: Various fixes to justification and alignment on the form fields. -S: Strip "," and "." punctuation from addresses. -S: Have birthdays show 4-digit years (like the old form did). -S: #01185 Client's SSN -Put the Client's SSN in the Insured's ID Number (1a) field. -if preference #isClientSSNUsedForCMS1500InsuredID has been set true. -NOTE: This really should depend on how the agency is using the CMS-1500 form. If for Medicare then the ID should be the Medicaid#, if for Medicaid then the Medicaid#, etc., as specified by check boxes in field (1). v1999 2014-09-05: -S: Put SchedulingSystem #timezone and #defaultTimezone back to the way they used to be. v1997 2014-09-04: -S: #01983 -- add #dynamicallyReferencedSelectors implementation to PreferenceDictionary -- but also remove all the methods it would preserve, since they aren't needed until the migration is done. -S: Tasks fixes: - Prevent applying changes to ServiceTasks from creating useless splits when only some have actually *changed*. - Task needed a #postCopy implementation. No idea what horrible things might go wrong without it... - Modifying a deletable Task should update the startDates of its ServiceTasks, too. - SchedulingSystem>>allCarePlanTasks should do what it says; add #allCurrentCarePlanTasks for what it used to do, and change some references for now to preserve behavior. -C: #01512 Default Pay Rate button shouldn't be enabled after deleting a caregiver. EmployeePayrollPresenter and superclass EntityTextPresenter respond intelligently to nil models now. -S: #01983 -- Fix winApp compatibility in SchedulingApplicationModel>>initializeFrom: to go through the application for [calendar]WeekStartIndex. Change model getters to go through preferences so that the instance variables can be dropped. -S: Improvements for #01782 CMS1500 - Cleanup temp files in FDFGenerator>>asPdfByteArrayFor: even when external PDFTK program runs into errors. - Fix it so that the presence of special characters "()\" in a data field won't crash the PDFTK program. v1996 2014-09-03: -SCHEMA 238: Add Shift.originalDuration -S: Fix #02047 configure payroll export gets DNU #removeAllKeys: -- add method to VW. -S: Add Shift.originalDuration that keeps track of original duration from splits for use by flat rates. -S: #01983 bugfixes: - Switch PreferenceDictionary to 'nil is not a real value' implementation, where at: #foo put: nil is the same as removeKey: #foo. - Which fixes problems with "Expected String, got UndefinedObject". -S: #02052 removed excessive duplicates from care plan. -S: #02049 temporary fix for: Element not found error previewing Assignment Timesheet. v1995 (Patch of v1994) 2014-09-03 v1994 (Patch of v1992) 2014-09-03 v1993 2014-09-02: -S: #01983 Global Preferences refactoring - Move as much behavior as possible into PreferenceDictionary. - Declare the list of possible preferences class-side. - Remove GlobalTelephonyPreferences--unused, partially-implemented, bad version of what this turned into. - Automatically trigger events on SchedulingSystem, and allow custom behavior via #onPreferencesChanged. -S: FIXED #02043 STWCaregiverShiftCarePlanChecklist gets DNU #do:. -C: Fix for #01976 (again) winApp gets DNU #activeReStores when requesting client/caregiver/shift export. AKA, why are there server-only packages left in the winApp? - Change PackageMerger>>winAppDependenciesOnServerPackages to also check for various 'base' server packages, e.g. SSW ReStore, Seaside, Swazoo, etc., and to not allow ST Application Build as a possible dependency link. - Move WAResponse from Seaside to ST HTTP (loading it earlier), leaving behind a handful of methods that would otherwise create winApp to Seaside dependencies. - Eliminate ST Application Build package, moving the 4 image strippers to the separate ST Application {Dolphin|Client|Server|Linked} packages. - Move some Address methods to ST Entities to eliminate shared dependency on Seaside. - Add OAuth class>>newRandomString: and use instead of HTTPString to break winApp dependence on Swazoo-Compatibility. v1992 (Patch of v1991) 2014-09-02 v1991 (Patch of v1988) 2014-09-02 v1990 2014-09-02: -C: #00097 Caregiver Hire Tab: Independent Contractor vs. Employee not doesn't re-enable. -S: Updates for #01782 CMS1500 - Add timeout parameter to SessionManager>>runExternalCommand:withArguments:timeoutSeconds:. - Fix field 7 Insured telephone number. v1989 2014-09-01: -S: Incant for CuS1469 to export certain aggregate data about shifts. -C: InheritedValuePresenter - new icons! - hover help! - uses more standard presenter methods (i.e. #validateUserInterface) - more tests! cleaner tests! -S: Add SessionManager>>runExternalCommand:withArguments:timeoutSeconds: -S: #02035 DNU #account after syncing QB employees - Change ScheduledShift>>payrollAccount (and Shift>>billingAccount) to handle there being no serviceType. - Fix SchedulingShiftTest>>test{Billing|Payroll}Account... tests to also check case of no serviceType (as they did some years ago, before setUp got changed to always supply a serviceType). -W: #02036 cannot accept/refuse shiftOffers via caregiver webApp if no serviceType description - Add STWCaregiverShiftInfo>>serviceTypeDescription and use for #{accept|refuse}ShiftOffer. - Supply serviceType description if present, otherwise the serviceType code, and be okay with none. -C: #02037 assigning/verifying via keyboard on planner can get DNU #status - Add guards within ScheduleEmployeePresenter>>handleAssignShift and ScheduleShiftsPresenter>>handleVerifyShiftCompleted for when no shift is selected. v1995 (Patch of v1994) 2014-09-03: (Release) [r2014.14.2] -S: #2052 removed excessive duplicates from care plan. -S: #2049 temporary fix for: Element not found error previewing Assignment Timesheet. v1994 (Patch of v1992) 2014-09-03: (Release) [r2014.14.1] -S: Fix #02047 configure payroll export gets DNU #removeAllKeys: -- add method to VW. v1992 (Patch of v1991) 2014-09-02: -S: FIXED #02043 STWCaregiverShiftCarePlanChecklist gets DNU #do:. v1991 (Patch of v1988) 2014-09-02: -C: #01976 winApp gets DNU activeReStores (again) -- Temporarily don't strip SSW ReStore Dolphin so that MasterItemList can come up with a transient id for those models created on the winApp (again). v1988 2014-08-29: (Release) [r2014.14] -C: #02017 Make ShiftOffer take precedence over EmployeeCancelled when displaying overlapping shifts on the planner. v1987 2014-08-28: -D: Eliminate useless temps in InheritedBaseRatePresenterTest>>testInitialRateSet and AbstractPrintoutShellTest>>testPreviewItPrintoutModel. -D: BlockClosures now know how to get their source code (mostly)--and can therefore be given to StLiteralNode to "persist" them to a method v1986 2014-08-27: -D: Fix a number of tests to check #actualBackground color now that isBackcolorReadOnly views now have an explicit nil backcolor. -D: Change AbstractPrintoutShellTest>>test{Print|Preview)ItPrintoutModel to use #should:sendSelector:to:withArguments:, changing the latter to bypass #should:raise:matching: since it no longer resumes after an error. -D: Replace calls to #isEmptyOrNil (from Seaside) with our own, more tolerant, #isNilOrEmpty. -S: Add SSWDBInstancesCollection>>notEmpty to fix DNU in Task>>isInUse. -D: Refactorings: - #viewNamed: accepts symbols. - #hierarchyViewNamed: accepts collections of strings as well as the old dot notation. - to mark a test class as abstract, just add the #_isAbstract method class side. -C: RateOrDefaultPresenter became InheritedValuePresenter: - InheritedValuePresenter no longer is tied to only PayBillRates, it accepts any InheritedValueModelAdaptor. - typeconverters can (and should) be specified. - uses #isReadOnly: instead of asking the rate object if it's implied. v1985 2014-08-26: -S: #02016 any #clientPrivacySetting can suffix 'PlusID' to include the #idNumberString tacked onto the specified name format -S: Fix #01782 CMS1500 to use binary on answer file in FDFGenerator>>asPdfByteArrayFor:. v1984 2014-08-25: -S: Progress on #01782 CMS1500. Get generation of pdf file working in vw using external pdftk program. - Change SessionManager>>runExternalCommand:withArguments: to handle running a command in windows (not just in linux). - Have FDFGenerator #templateFilename and #tempFilenameFrom:, and STTestCase>>expectedPdfFilename be environment specific, dealing with using PortableFilenames in vw. - Extract STTestCase>>filenameStringWithExtension:. v1983 2014-08-22: -S: Improvements and bug-fixes to assignment timesheet: - Shows tasks from linked telephony events in addition to shift tasks. If there are both for one shift, it merges. - Fills out incomplete tasks only on the ACTUAL shifts and days that have require that task. -C: - incomplete tasks are shown as "[ ]" instead of "?" so that a caregiver can fill it out. Also shift tasks that have a comment are suffixed with a "*". -C: #02011 Cannot sync service items if corresponding accounts have an Account Number in QBOE: Change ServiceItemModel>>initializeFromQBO: to strip any account number from start of IncomeAccountRef name. -S: #02009 Add a DateInterval parameter to #onScheduleChanged - Also created some event-handling enhancements for Portals v1982 2014-08-22: -S: Added Collection>>#detectMax: v1981 2014-08-21: -S: #01939 follow-on bugs--made sure ShiftFinder protects itself from being modified by non #basic* methods, and also clears the resultCache on copy -S: Bump compatibility level for ConfigurePayrollExportModel>>fieldsMap to 1980 to account for patch builds. -S: #01782 Initial end to end usage of new CMS1500 mechanism when #isUsingNewCMS1500Form has been set, or (by default) when using test ports. v1980 2014-08-21: -S: #2007 EventTasks only partially migrated - Added a fixup method that basically reruns the migration only for affected TelephonyEvents - A little cleanup - Re-eliminate the assert from TelephonyEvent>>transferTaskCodesToNewTasks because 26 events on 4 accounts didn't have any 'completed:yes' in their taskNamesString. -SCHEMA 237: run the above fixup method -S: #2008 Tasks added to rootTaskCategory--updated OldShiftTask code to not do that -S: Change #checkTasksReportWinAppCompatibility to require v1976 to avoid running into #02005 bug. v1979 (Patch of v1978) 2014-08-20 v1978 (Patch of v1976) 2014-08-20 v1977 2014-08-19: -C: #02005--7h59m42s displays as '7.00' instead of '8.00'--quick hack in STDuration>>displayStringFormat: v1976 (Patch of v1974) 2014-08-19 v1975 2014-08-17: -C: #01939 Overtime in Payroll Export--added two fields, overtimeHoursEarningCode and multiplyOvertimeRateInPayrollExport, to the Payroll Export configuration shell -S: #01939 Overtime in Payroll Export - All PayrollExporters except ACCPAC and ADP handle overtime - Unverified shifts are never included in the calculation, and the user sees a warning if there are any in the data and overtime is enabled - IOU: ADP (look up their spec) -S: Change #minimumSuggestedBuildNumber to 1708. v1974 (Patch of v1970) 2014-08-16 v1973 2014-08-13: -C: #1966 rearrange help menu (removed forum, shoshana technologies website. added FAQ and Training Videos). -W: Modified Web Care Plan Checklist (shift task entry) so that tasks entered via telephony also appear in a read-only state. -S: #01991 Sorted Shift Reminders -- Order shifts chronologically rather than some quasi-random order by assignments. -S: Update to #00514 Medicaid UI: Fix so that changes to application serviceTypes, e.g. medicaidProcedureCode, only occur on "Apply". - Add MedicaidConfiguration 'servicesTypes' with collection of dynamicModels. Initialize them whenever the medicaid program changes. Have applyChanges update the procedure codes on the application serviceTypes. -S: Allow system clientPrivacySettingFor: to be set back to default by using nil value. -S: Rollback changes, keeping #asBooleanOrNil on the setters for Person, Client and Employee fields that may be coming from a user imported file. v1972 2014-08-12: -W: #1831 BugFix Got 'Message not understood: #frame' error trying to do #openWho on an STWAction. v1971 2014-08-11: -C: RadioButtonSetPresenter shouldn't nil its model when a radio button is selected, and a *different* radio button receives a focus event. (Happens when e.g. a shell is re-enabled after a response from the server and the RBSP's value has changed.) -S: Bump compatibility fix for ServicePaymentObligationBillRateListPortal>>shellClassSymbol to use old RateListShell if before v1966 (to account for patch builds). -C: Temporarily don't strip SSW ReStore Dolphin so that MasterItemList can come up with a transient id for those models created on the winApp. -S: #01975: DNU #baseRate opening invoice creation shell -Fix of answering a useless payBillRate if InvoicedShift mileageBillRate is nil. -Follow-on to eliminate possible stack overflow and handle expenseMarkupRate similarly. -C: #01976 winApp gets DNU activeReStores -C: Fix various dependency problems that pulled ReStore, Entities, Portals, etc., into the stripped winApp. -C: Change MasterItemList>>isDomainModel to also require that ReStore be present in the image. -D: Move AbstractPageFrame class>>regenerateEntityNavCSS and QuickBooksOnline>>_doco to ST Development package. -D: Add winAppDependenciesOnServerPackages check to PackageMerger>>checkForDependencyProblems. v1970 (patch of v1969) 2014-08-11: v1969 (patch of v1968) 2014-08-11: v1968 (patch of v1966) 2014-08-11: v1967 2014-08-11: -S: Obsolete Code cleanup: - Moved ObsoleteCodeTest under STCodeIntrospectionTest - The usual removal of compatibility blocks/methods/variables/client commands/dummy subclasses - Regenerate STSrpConfiguration class>>sharedClasses with some ...Employee...Model classes gone. - Removed some cases of sending #asBooleanOrNil to something that can really only *be* a boolean or nil v1979 (Patch of v1978) 2014-08-20 (Release) [r2014.13.4] -S: Eliminate the assert from TelephonyEvent>>transferTaskCodesToNewTasks because 26 events on 4 accounts didn't have 'completed:yes' in their taskNamesString. v1978 (Patch of v1976) 2014-08-20: -SCHEMA 237: run the EventTasks fixup -S: #2007 EventTasks only partially migrated - Added a fixup method that basically reruns the migration only for affected TelephonyEvents - A little cleanup -S: Change #checkTasksReportWinAppCompatibility to require v1976 to avoid running into #02005 bug. v1976 (Patch of v1974) 2014-08-19: (Release) [r2014.13.3] -C: #02005--7h59m42s displays as '7.00' instead of '8.00'--quick hack in STDuration>>displayStringFormat: v1974 (Patch of v1970) 2014-08-16: (Release) [r2014.13.2] -S: Change #minimumSuggestedBuildNumber to 1708. -S: #01991 Sorted Shift Reminders -- Order shifts chronologically rather than some quasi-random order by assignments. v1970 (patch of v1969) 2014-08-11: (Release) [r2014.13.1] -S: #01975: DNU #baseRate opening invoice creation shell -Fix of answering a useless payBillRate if InvoicedShift mileageBillRate is nil. -Follow-on to eliminate possible stack overflow and handle expenseMarkupRate similarly. v1969 (patch of v1968) 2014-08-11: -S: Bump compatibility fix for ServicePaymentObligationBillRateListPortal>>shellClassSymbol to use old RateListShell if before v1966 (to account for patch builds). v1968 (patch of v1966) 2014-08-11: -C: Temporarily don't strip SSW ReStore Dolphin so that MasterItemList can come up with a transient id for those models created on the winApp. -S: #01975: DNU #baseRate opening invoice creation shell -- Temp fix of answering a useless payBillRate if InvoicedShift mileageBillRate is nil. v1965 2014-08-05: -S: Change #minimumCompatibleBuildNumber to 1624 and #minimumSuggestedBuildNumber to 1687. v1964 2014-08-05: -S: Tasks report takes over a minute to run--migration didn't create index on RECORDED_TASK>>OWNER (or SERVICE_TASK/TASK, which has other implications). - SCHEMA 236: Use a post-update to create those indices. - Also make dropping of columns from SHIFT table faster by doing it in one statement rather than 4. - Use lighter-weight ShiftListItemModels for an extra speed boost. v1963 2014-08-02: -S: Bump #compatibilityPreSTDateAndTime to 1963 since a patch build became v1962. v1962 (Patch of v1953) 2014-08-01 v1961 2014-07-31: -S: #01940 Incomplete telephony event displays as loose in WinApp--simple case of model not initializing callState. -SCHEMA 235: Remove TelephonyEvent.isBlocked (already migrated to callState) and Shift.payBillDuration/(non|ratio|max)PayBillDuration (already migrated to PayBillRate objects) - Rename (pre|post)UpdateSchemaNNN to updateSchemaNNN(Pre|Post) to make migrations with more than one part easier to understand. v1960 2014-07-30: -S: #00949, #00745, #01136, #00107, #01102, #01927 Rate-related portal update/destroy fixes: - ServiceType>>remove should call #onDeleted - Lots of portals should listen for #deleted on their underlying entity -C: Renamed RateListShell, no functionality changes, compatibility in place -S: #01898 InvoicedShift "not yet done" dumps image--cut off #fullDisplayString (now just answers empty string) and add a test that #printString doesn't throw an error (which was the visible problem...) v1959 2014-07-29: -S: Bump #compatibilityPreSTDateAndTime to 1954 since a patch build became v1953. v1954 2014-07-26: -S: #01931 GA medicaid for CuS1393: updated incant to set up medicaid for 1393 with new service type data. -S: #01782 New CMS1500: added classes to use an external program, pdftk, to fill the new version of the CMS1500. This still needs to be tested on our servers. -S: #01782 New CMS1500: added incant #isPatientInformationIncludedInCMS1500. To include client data in the CMS1500's patient fields. Currently client data is only displayed in the forms 'insured' fields. This incant only works on the new CMS1500 -S: 01933: Fix map of caregiver to client for some addresses. - Change Address>>googleUrlMapTo: to make use of saddr= &daddr= rather than a single q= with embedded "to:". Change #googleUrlMapQuery: to leave the "q=" up to the caller if required. v1953 (Patch of v1951) 2014-07-25 v1952 2014-07-24: -S: #01931 GA medicaid for CuS1393: added an incant to set up medicaid for 1393. -S: Medicaid UI: added an embedded UI for viewing and changing an agency's medicaid configuration. -C: Medicaid UI: added the menu item 'Medicaid' under File>>Configuration on the main RSS window. -This will open an embedded window if embedded web is enabled, otherwise it will open a page in a browser. -S: Bump #compatibilityPreSTDateAndTime to 1952 since a patch build became v1951. v1951 (patch of v1940) 2014-07-24: v1949 2014-07-23: -C: BUGFIX: #01881 nil DNU #multiplyByScaledDecimal: selecting non-billable Medicaid shift in shift list. - Also clean up ShiftExportModel due to follow-on 'Cannot coerce Date to lpstr'--actually fixed by the above, but it was messy. -S: GA medicaid: Updated tests to include ClientInquiry.authorizationNumber and .medicaidProviderID, -C: GA medicaid: changed the Client presenter's tab-order -S: Various vw compatibility fixes for schema 232 to work for the special case agencies. v1948 2014-07-22: -S: OldShiftTask migration test fixes for VW compatibility -S: Added PackageExporter class for VW and Pharo builds. -S,C: Rename Duration, DateAndTime to STDuration and STDateAndTime for compatibility with VW7.8 and Pharo -W: #01930 Bugfix: Role lists if refreshed showed up empty. Something to do with seaside states: the 'list' variable stuck around, but many of the 'childComponent' items disappeared. Made the role list component refresh its children if the problem was encountered rather than delving too deeply into seaside states. -S: Change OldShiftTask class>>logTimeToRun:description:profile: to work in vw where NameSpace DNU #at:ifAbsent:ifPresent:. -SCHEMA 234 added the preference #medicaidProgramExporter. Updated agencies who are currently using medicaid exports. -S: #01815 GA medicaid for CuS1272, #01931 GA medicaid for CuS1393, #01912 GA medicaid for CuS1332. - Added medicaidProviderId, and authorizationNumber fields to client inquiry. And included them in the medicaid export where needed. - If the client inquiry doesn't have a medicaidProviderNumber it will refer to an agency global. - Added logic to CuS1272's medicaid exporter to check for authorization number, medicaidProviderID, medicaidProcedureCode and medicaidNumber. - Added new incant, application>>medicaidProgramExporter: to set an agency's exporter code. - Added a preliminary incant to set up CuS1332's medicaid data. - Added a medicaid exporter class for CuS1393. -C: Added fields to client inquiry tab for authorization number and medicaid provider id. Move the SSN field to make room for new fields. v1946 2014-07-18: -S: Fix for #01847: ReStore glitch—expect object, get SmallInteger 0 (2) -- Push fix for handling tombstones up to WeakDictionary>>at:ifAbsent: using the vw7.8 implementation, only change value comparison to use #== instead of #= so that it doesn't fault in db proxies. Drop the WeakIdentityDictionary override in STW ReStore VisualWorks. v1945 2014-07-17: -S: Fix SSW ReStore Main package edition version name so that it doesn't try and load the vw version. v1944 2014-07-17: -SCHEMA 233: Persist a couple variables on QBSynced entities that should have been persisted all along (no migration methods needed). -S: Test Fixes. Inactive Tasks still get a global order. -S: Tasks also now cache global order with very aggressive invalidation. -S: Add postCopy to DynamicModel. -S: Delete old TelephonyTask class (PATTI "task"/misc. expense)--data already migrated. v1943 2014-07-16: -S: Tasks tests cleanup - Change ScheduledShift>>shiftTasks to return a value even if the shift is not assigned (but assert that none of the tasks are actually *recorded*). - Fix a few invoicing tests to specify the date of a newly-added invoice, since #addInvoice now respects #localNow. - Clean up some setup in AssignmentTimesheet-related tests. -S: RateObject cleanup--SchedulingSystem>>pseudoServiceTypeWithCode: should never return nil because all PSTs are always present and an invalid type threw an error already. -S: #01899 Tasks migration pt.2 v1942 2014-07-15: -S: #01909 Changing planner week takes 19 seconds - Only calculate clientOrService>>statusAsOf: once per day, rather than once per day per line on the planner - Significant enhancements to Service>>patternStatusAsOf: -S: Some general performance improvements: - ShiftFinder always internally uses a TimeInterval, because that's what shifts have--better to essentially "cache" the #inTimezone: call, doing it only once when the ShiftFinder is created. - When looking for shiftsIntersecting:, just expand the passed timeInterval by 2 days, rather than first converting it to a one-day DateInterval (and then back to a TimeInterval). -S: Whoops, delete #shiftsStartingDuring: on Customer and (Client|Service)PaymentObligation so they use the ShiftFinder implementation. -S: Recorded Tasks test fixes - Hook OldShiftTask into the persistence layer properly--we're just going to delete it but in the meantime it was preventing shifts from persisting properly (!) - Added some #setUpDateAndTimeAs: calls to account for (Service)Task intervals - Changed some tests to make global Tasks instead of trying to just make RecordedTasks directly - Handle time-shifting of (Service)Task dateIntervals v1941 2014-07-14: -C: #01918: Display of H:m duration when preference is H.XX: Change UserInterface>>receive: to pumpMessages to dispatch any immediate UI messages while the DynamicSchedulingApplication is still in scope. -C: Change STSrpConfiguration class>>sharedClasses to include RecordedTaskModel. v1940 (patch of v1938) v1939 2014-07-12: -W: FIXED #01888 Discontinued Schedules Cannot have a Through Date--"Change Schedule" was mistakenly left enabled for inactive and discontinued patterns -S: Optimize DateAndTime>>decodeRataDie - Change `(x / y) floor` to `(x // y)`, and `(x / y) truncated` to `(x quo: y)` - Should have a minor but surprisingly far-reaching effect on performance across the whole system v1938 (patch of v1934) v1937 2014-07-10: S,C: #01899 Recorded Tasks Changes -Schema 232: Recorded Tasks Backend. - Extracted superclass RecordedTask from ShiftTask, added sibling TelephonyEventTask - TelephonyEvents now hold on to their own tasks rather than attempting to complete the shift tasks - RecordedTasks hold a backlink to their ServiceTask/Task instead of copying the fields into themselves - ServiceTask and Task have dateintervals that get truncated and create a new task should any major field changes occur to them in order to retain data records properly for the RecordedTasks - RecordedTasks are only recorded on completion status being set. Cron job removed - Big Schema migration to remove useless ShiftTasks and move majority of ShiftTasks to TelephonyEventTasks -S: #01814, 01815 GA Medicaid. Added the segment for 'Address line 2' to the medicaid exports. The exporter will add an empty segment if the address isn't present. v1936 2014-07-09: -S: Have AbstractPersistedObject keep track of its ID properly (i.e. when faulted in or stored, and lazily in case those don't cover it) -S: Make proxies give their ID to their proxiedObject (via _recoveredObjectWithID:) when created as well as when actually faulting in--massive performance boost when storing large numbers of objects v1935 2014-07-09: -S: Make IsUsingNewHomeCarePulseAPIDefault true. -S: Fix #01814 MedicaidBatchExport>>checkElements:againstSize: to only do its check while under development. v1962 (Patch of v1953) 2014-08-01: (Release) [r2014.12.8] -TEL: Temporary fix for telephony "application error" when otherwise successfully logging in/out (due to callerID) when there's no clientNumber. v1953 (Patch of v1951) 2014-07-25: (Release) [r2014.12.7] -S: 01933: Fix map of caregiver to client for some addresses. v1951 (patch of v1940) 2014-07-24: (S:Release) [r2014.12.6] -C: BUGFIX: #01881 nil DNU #multiplyByScaledDecimal: selecting non-billable Medicaid shift in shift list. v1940 (patch of v1938) 2014-07-14: (Release) [r2014.12.5] -C: #01918: Display of H:m duration when preference is H.XX. Change UserInterface>>receive: to pumpMessages to dispatch any immediate UI messages while the DynamicSchedulingApplication is still in scope. v1938 (patch of v1934) 2014-07-11: (Release) [r2014.12.4] -S: #01909 Override SortedCollection #select: to use #directAdd:. v1934 (Patch of v1933) 2014-07-08: (S:Release) [r2014.12.3] -S: Fix #01814 MedicaidBatchExport>>checkElements:againstSize: to only do its check while under development. v1933 2014-07-05: (Release) [r2014.12.2] -TEL: #01907 Incoming telephony broken by one bad phone number in any client or caregiver. Fix Phone>>asTwilioNumber to handle: - Empty string in areaCode - Only non-digits in areaCode. - Three digits in areaCode and three digits in number and nil extension. - Eight digits in number and nil extension. v1932 (Patch of v1931) 2014-07-05: (Release) [r2014.12.1] -TEL: Incoming telephony broken. Fix Phone>>asTwilioNumber to handle someone putting, for example, just 'H' in areaCode. v1930 2014-07-02: -S: #01906: Unassigning shift that gives 'Cannot cancel or remove shift containing mileage / miscellaneous expenses:...' warning, would go ahead anyway and ask 'Should expense markup of 10% be kept on the new Open shift?' and then get follow-on error of 'Message not understood: #expenseMarkup:' (or 'Shift was just removed by someone else'). v1929 2014-07-01: -S: FIXED #01897 "Shifts must be contiguous!" error--improved detection of good candidates to group together and unified what-is-okay logic so that the error should never be thrown by TelephonyPairingCalculator. -S: FIXED #00256 Error: Referrer already includes this Client--setting referrer1 to be equal to the current value of referrer2 also nils referrer2, and vice-versa. -C: Fixed bug where durations snap back to 'H:m' format. Problem list views now use a DurationToTextApplicationFormat adapter for their #getTextBlock in order to cache the format. v1928 2014-06-30: -S: #01541 Error opening webApp client/caregiver list from winApp fixed. Also open on #all when status filters includes none. -S: Eliminate direct instance variable access in persisted Phone>>asTwilioPhoneNumber. v1927 2014-06-29: -S: Fix AbstractHCPSynced>>= to leave 'system' and 'active' out of the comparison, and also 'isDeleted' for HCPCaregiver. v1926 (Patch of v1924) 2014-06-29 v1925 -W: #01903 Assertion Failure adding schedule to service via webApp. Push #isNewTimesForServiceEnabled down to STWService (the only user) from STWHtmlComponent and have it look at the specific service instead of the global setting. -S: #01846 Switch to using new HomeCarePulse interface. - Add 'active' to AbstractHCPEntity to hold whether HCP client/caregiver is "deleted". Still need to merge with HCPCaregiver.isDeleted. - Add 'system' as transient AbstractHCPEntity variable to allow querying for isUsingNewHomeCarePulseAPI. - Have HomeCarePulseInterface>>baseURL select between the old and new url's. - Replace HomeCarePulseInterface>>agencyReports with fixed link to the vantage home page, until the agencyLogin() is operational. - Update HomeCarePulse[Interface]Tests to expect the current vagaries of the new interface vs. the old, leaving various #iou's. v1924 (Patch of v1923) 2014-06-29 v1923 (Patch of v1922) 2014-06-28 v1922 (Patch of v1917) 2014-06-28 v1921 2014-06-27: -S: #01849 Twilio Outgoing Calls Spike: - SchedulingApplication caches a TwilioInterface - TelephonyCallStates handle more Telephony call behavior. - Optimized Phone>> asTwilioPhoneNumber and extracted matching logic into Phone from Telephony - Added asUrlParameters to dictionary to more pleasantly construct a url parameter string - Added TelephonyIncomingSequence (equivalent to old STWTwilioMain, which is now abstract) and TelephonyOutgoingCallSequence - TelephonyCallStates handle more Telephony call behavior. -S: Miscellaneous extensions: - renamed Random>>#nextInteger: to #nextInt: for compatibility with VW version, repackaged instance side #nextInt: to STE Base Dolphin, VW and Dolphin Random constructors are a little different, so I kept other Random class side helper/constructor methods in ST Development - Added nil safe dot accessing to AbstractEntity - Added flatten and flatten: methods to Collection to make an OrderedCollection from a collection of collections. - Added asString to SequenceableCollection to turn a collection of characters into a String - Added splitOn: to SequenceableCollection -S: Add Collection (and SequenceableCollection) #copyWithoutDuplicates to VW for #01889 fix. -S: Fixed opening of SelectableShiftLists to work after recent employee:->caregiver: rename. Update a bunch of tests as well. v1919 2014-06-26: -S: Fixed AbstractEnumTest>>testPrintOn: for VisualWorks. -S: Renamed variable/accessor employee to caregiver on SelectionModels. -S: #01896 Include ICD10 diagnosis codes in medicaid export. Added an incant to set the ICD version code in medicaid exports. v1918 2014-06-25: -S: #00846 regression fix--attempting to transfer a comment to a now-deleted shift causes memory emergency. -C: Variously #00023, #00503 partial fix--make #warningConfirm: modal to the shell that got the UIMessage, not whatever shell is currently front most, so that the user can't close the shell and then answer the MessageBox. -S: #01825 partial fix--at least give UserError: 'Shift was just removed by someone else' rather than an image dump. -S: #01864 build fixes - Fix TelephonyEvent>>#testStatus to test new status calculation behavior, also ensure #statusChanged gets triggered for TelephonyEvents. - VW fix for AbstractEnum>>#testPrintOn. - Quick TelephonyEvent refactoring and selectionModel to use #caregiver: over #employee:. v1917 (Patch of v1915) 2014-06-25 v1916 2014-06-24: -S: #01889--fix NewTimesForServiceMigrator to not create duplicate reasons when dealing with discontinued patterns--resulted from changes to PeriodicShiftPatternCollection to keep reason when splitting. -S: #01864 build fixes: - Rework TelephonyEvent status calculation to play nice with tests. - Improve #printOn: for all Enums. - Remove TelephonyCallState none and rename #other -> #legacyIncomplete. -TEL: Move callerID-based gathering of client to happen at the same time as normal prompt. -S: #01894 DNU #baseRate (2): Apparently I forgot to version #defaultInitializeFrom: and it was still making RateModels. v1915 (Patch of v1912) 2014-06-24: v1914 2014-06-23: -S: #01864 broke the build: - Remove #isRotary from Phone class>>allAspectSymbols for now, since it breaks presenters - Make TelephonyCallState #isValidForPersistence -S: FIXED #01891 DNU #pseudoServiceTypeWithCode: selecting shift in shift list - ShiftListPortals should check #isRemoved when attempting to #selectItem: - Deleted shifts (VOS with status Deleted) need to respond basically opposite the norm to #isRemoved. IOU to make them more separate anyway v1913 2014-06-21: -S: #01864--Added TelephonyCallState CompactEnum to track telephony call progress and persist where the caregiver abandoned the call. -SCHEMA 231: modified TelephonyEvent.callStatus (int) to .callState (TelephonyCallState represented as int), Added Phone.isRotary. -C: Fix some winApp errors to give desired message, e.g. "Cannot add rate effective 6/1/2014 because it's outside owner's date interval: 6/23/2014 ...", instead of "RateListEditModel does not understand #userError:". - Repackage UserError in STE Base and Object>>userError in STE Extra Dolphin. -S: Fix recent #01892 and #01889 changes where the timesRequiredDisplayString might not show the 'reason' at all. - Changed PeriodicShiftPatternCollection>>splitAtDate: to copy the reason. v1926 (Patch of v1924) 2014-06-29: (Release) [r2014.11.2] -S: Fix AbstractHCPSynced>>= to leave 'system' and 'active' out of the comparison. v1924 (Patch of v1923) 2014-06-29: -S: Fix https certificate handling for what vantage.homecarepulse.com posts use. v1922 (Patch of v1917) 2014-06-28: -S: #01846 Switch to using new HomeCarePulse interface. - Add 'active' to AbstractHCPEntity to hold whether HCP client/caregiver is "deleted". Still need to merge with HCPCaregiver.isDeleted. - Add 'system' as transient AbstractHCPEntity variable to allow querying for isUsingNewHomeCarePulseAPI. - Have HomeCarePulseInterface>>baseURL select between the old and new url's. - Replace HomeCarePulseInterface>>agencyReports with fixed link to the vantage home page, until the agencyLogin() is operational. - Update HomeCarePulse[Interface]Tests to expect the current vagaries of the new interface vs. the old, leaving various #iou's. v1917 (Patch of v1915) 2014-06-25: (accidentally overwritten) -S: #01814 Fix DNU #asTime error exporting medicaid EDI file. v1915 (Patch of v1912) 2014-06-24: (Release) [r2014.11.1] -S: #01894 DNU #baseRate (2): Apparently I forgot to version #defaultInitializeFrom: and it was still making RateModels. v1912 (Patch of v1911) 2014-06-21: (Release) [r2014.11] -S: Fix recent #01892 and #01889 changes where the timesRequiredDisplayString might not show the 'reason' at all. - Changed PeriodicShiftPatternCollection>>splitAtDate: to copy the reason. v1911 2014-06-20: -S: #01892 Fix up #01889 changes where timesRequiredDisplayString doesn't quite match up with the client's status. v1909 2014-06-19: -S: #01871 fixes: - Shift expense markup rate defaulting rate type wrong. - Shift isMileagePayable/Billable not asking mileagePayOrBill on InvoicedShift where the Proxy isn't doing the work v1908 2014-06-18: -S: #01871 DNU #isFlat pt. 2 - #rateType *never* returns nil. - #rateTypeOrNil, as the name suggests, does. - Proxies calculating #rateType actually internally calculate #rateTypeOrNil and then apply the default value at the very end. - A whooole bunch of removed nil-checks against #rateType. - Compare UniquePayBillRates using basic getters, since there the difference between an explicit simple RateType and a nil rateType is important. - Check against rateTypeOrNil when deciding whether to set the rateType, for the same reason. -S: More RateObject stuff: Replace #isIncomplete with #isCompleteAndEnabled, which takes the currently-mostly-unused #enabled var into account. Hopefully-finally clarify that baseRate is pretty much the only thing that matters for completeness. -S: #01815 Medicaid Export for CuS1272: 'Client ID' field from id to medicaidNumber, and updated tests. -S: #01854 Suppress Client Info: fixed a test. v1907 2014-06-17: -C,S: #01876 Duration display preference. -C,S: #01877 Dynamic Scheduling Application access most places (on the client you get the model, and it's not around in the UI process). -W: FIXED #01726 Cannot set startTime error from STWTimesPattern--should never have been displaying the startTime and endTime boxes to begin with, mistake of (self model isInactive ifFalse:) vs. (self model isInactiveOrDiscontinued ifFalse:) -S: FIXED #01889 Reasons cause Service>>timesDisplayString to be overly complicated -S: #01814 Medicaid Export for CuS1255, fixed how procedure codes and modifiers were displayed in the EDI export. -S: #01854 Suppress Client Info: set the default for the Assignment Timesheet back to #firstNameMiddleInitialLastNameOrCompanyName. v1906 (Patch of v1903) 2014-06-17: v1905 2014-06-16: -S: #01814 Medicaid Export for CuS1255. Fixed some formatting errors in the EDI file generator. Added code for an incant to set up 1255 to use the EDI medicaid export. -S: FIXED #01883 InvoicedShift DNU #payRate--caused by initializing a model that is then used to display a shell containing only the words "not done yet". Let's just not initialize it... -S: FIXED #00770 Error "Adding shift to non-Active period"--tighten up shift creation and modification to make it much harder to change a shift's timeInterval without an *immediate* check as to whether that's okay (which results in a transaction rollback if it's not) -S: #01871 spin-off: DNU #baseRate fixed by finally getting rid of #asUIModelHack. Fixing DNU #isFlat pending, need Adrian to discuss implications. -S: Bugfix: #01854 Suppress Client Info: the setting for #ServicePlanner was overriding the setting for #ClientPlanner. And set the default display string back to #displayString. And Expanded the valid display string methods to include anything Client or ClientModel responds to. v1904 2014-06-15: -S: Change #updateSchema230 to be what it should have been -- set ShiftOffer as well as ShiftReminder, and eliminate the old boolean preference. -W: #01882 BUGFIX: No one can login to the webApp!!! Change #setMainApplicationClass: to use defaultComponent:. v1906 (Patch of v1903) 2014-06-17: (Release) [r2014.10.6] -S: #01871 DNU #isFlat - Rate winApp compatibility problem. Temporary fix. Put nil check back on rateType in PayBillRateModel>>initializeFromProxy:. v1903 (Patch of v1902) 2014-06-15: (Release) [r2014.10.5] -W: #01882 BUGFIX: No one can login to the webApp!!! Change #setMainApplicationClass: to use the renamed defaultComponent:. v1901 2014-06-13: -S: #01880 Persisting DateAndTime with fractional seconds error. Do vw override of ODBCBuffer>>at:putTimestamp: to truncate the seconds value for compatibility with using a DateAndTime. v1899 2014-06-12: (x) -SCHEMA 230: replaced isClientNumberUsedInsteadOfNameWhenSendingShiftReminders with clientPrivacySettingFor: #ShiftReminder put: #idNumberString. -S: #01854 Suppress Client Info: added the ability to incant the preferred format for displaying a client's name on the following reports and communications... Shift Offers, Shift Reminders, No Show Messages, Planners(Client, Service and CG), Calendars(Client and CG), the Assignment Timesheet report, and the Task Report. -a list of the affected reports and the valid privacy setting can be found in the incants file under 'Client Privacy Settings' -C: #01854 Suppress Client Info: same as above for the Assignment Timesheet Report. v1898 2014-06-11: -C: BUGFIX--sorting other than by startDate/throughDate can crash TimesForServiceShell (NullPatternModel DNU #{firstDayOffset|startTime|endTime|numExceptions}, depending on column). -S: FIXED #01847: ReStore glitch--expect object, get SmallInteger 0 (2) -- WeakIdentityDictionary can get tombstones while doing an at:ifAbsent:, should treat that as "absent". -S: CaregiverPlannerPrintout showing actual durations below pay duration is now off by default. Caregiver and Servicer Planner setting controllable via an application preference. #isServicePlannerPrintoutShowActualDuration: and #isCaregiverPlannerPrintoutShowActualDuration: -S: Having a default rate type on PayBillRateProxy broke #isUseless on the proxy resulting in unexpected behavior. -S: BUGFIX: QuickBooks shift export. Eliminate possible "Cannot coerce a ScaledDecimal to sword" error. Use payDuration NOT billDuration. -S,W: Various STWAppSession cleanup and refactoring related to UserSession's webSession and embeddedWebSession. Particularly, UserSession uses a single external WebSession for opening web pages. If that web session is logged out due to logging out or timing out, a new one is created on the fly. v1897 (Patch of v1894) 2014-06-11 v1896 2014-06-10: -S: BUGFIX: ServiceTypeListShell was always displaying the bill/pay rate from the first bill/pay rate rather than the current. v1895 2014-06-10: -S: BUGFIX: #01798: duplicate date error reemerged and fixed. v1897 (Patch of v1894) 2014-06-11: (S:Release) [r2014.10.3] -S: BUGFIX: QuickBooks shift export. Eliminate possible "Cannot coerce a ScaledDecimal to sword" error. Use payDuration NOT billDuration. v1894 2014-06-09: (Release) [r2014.10.2] -C: #01872 ServiceTypeRateModel DNU #subject -- really `StandardAspectPathBuffer DNU #subject`, but it forwards... It really *should* understand that for compatibility. -S: #01871 DNU #isFlat -- check for rateType being nil when initializing a PayBillRateModel. -S: #01874 Don't turn on New T4S in production every other build... :/ -C: Change WordAutomation>>bringWindowToTop so that the 'Cannot locate handle for new Word window' error is given rather than some obscure message about not being able to locate block closure. -S: #01875: DNU #explicitBillRateAsOf: trying to sync QB customers -- Change ScheduledShift>>isBillable to check for a nil serviceType. -S: #01873: DNU #enabled: - Rate winApp compatibility problem (2) -- Change ShiftModel #mileagePayOrBill: and #expensePayOrBill: to guard against the rate object being nil. v1893 2014-06-07: (Release) [r2014.10.1] -S: Rate old winApp compatibility issues: - #01868 DNU #convertedRawDuration: - Add RateModel>>convertedRawDuration: method for compatibilityPreRateObject -- just answer the duration as is - may need something better for ratio or max rates? - #01869 DNU #rateType - Change ShiftModel>>initializeFrom: isClientPrePayBillSplit compatibility to deal with services without a service type. - #01870 DNU #enabled: - Add RateModel #enabled: method for compatibilityPreRateObject -- just ignore the call, as seems to be coming from when a user with say noPayroll access has some fields filled with DoNotInclude objects (which the caller has already done). v1892 2014-06-06: (Release) [r2014.10] -S: BUGFIX: Travel Time Pay and Travel Mileage Pay had old winApp incompatibility -- always displaying amount as if the rates were $1/hour or $1/mile. -D: Add ServiceTypePayRate>>asUIModel override to answer a PayBillRateModel instead of a ServiceTypeRateModel. -D: Change ShiftModel class>>aspects to make travelMileagePayRate and travelTimePayRate not updateable. v1891 2014-06-06: -C: BUGFIX: Shift list errored when user tried to sort by duration. ShiftListItemModel now grabs a copy of the payDuration from the shift rather than trying to calculate it from the non-existant payRate. -S: BUGFIX: Duration with an underlying scaled decimal for its seconds was writing itself improperly to the DB (with a trailing 's'). v1890 2014-06-05: -S: BUGFIX: InvoiceAdjustment items on ratio rate type shifts were doing an additional divide by 24... -S: #1580 Travel Time: added an extra incant #isTravelTimePromptEnabledInTelephony. Prompting for travel time and mileage can be disabled or enabled independently. Both will check for a previous shift within #travelTimeLimit minutes before prompting the user. -SCHEMA 229: any agency with a travel time limit set will have isTravelTimePromptEnabledInTelephony set to true. -TEL: Fixup the handling of looking for a previous shift before prompting for travel time/mileage. - Look for a shift *ending* during the appropriate timeInterval, otherwise it might find the shift being logged into, and prompt. - Only count Assigned shifts, not refused, canceled, etc. v1888 2014-06-04: -S: Refactor #shiftWithID: from SchedulingApplication to SchedulingSystem, and unify the lower-level implementations using ShiftFinder. -S: Add #isRemoteCollection to tell regular collections and DBInstancesCollections apart. -S: Add #callback: family of methods to Portal--convenience for creating a UICommand to send to the client, for it to in turn send back in response to a user action. -S: Give portals #localNow and #localToday to discourage using DateAndTime now and Date today. -S: Fix a very specific edge case in NewT4SMigrator where a service with a shift just *slightly* before the allocated point can cause a crash in verifyAllocatedPointInvariant while trying to migrate a service. v1887 2014-06-04: -S: Tweak #01856 to round travel time per line in the detailed payroll report so that the total exactly matches what the summary payroll report has. - Display durations as H:MM and use units instead of durations where accounting is concerned -C: Added Duration class>>#fromString:format: -W: Changed STWShift -C: ShiftPresenter both -C: Payroll/Billing report use units -C: Service/Employee Planner printouts and various siblings use H:MM -C: BUGFIX: ServicePlanner only counts shifts starting during its timeinterval towards total and assigned hour summaries. v1886 2014-06-03: -S: BUGFIX: #01857 & #01856: Travel Time bugs on the Payroll reports. Counting Travel Time twice in the total it the detailed report, and adding minutes instead of hours to the total in the summary report. -S: Change Object>>isClientPrePayBillSplit (and ObsoleteCodeTest>>specialCompatibilityMethods) to use v1886 as the threshold (since v1882 is a patch of an earlier version). v1885 2014-06-02: -S: Rename Employee>>*task* to use the word "skill" instead. v1883 2014-06-01: -S: Fix to #postUpdateSchema227 to correctly handle billRates when running in vw. -S: Embedded Web: added a model for the EmbeddedWebPortal to prevent it from opening duplicate embedded shells. -added Tests classes to test portals with embedded presenters, and embedded web acceptance tests. v1882 (patch of v1870) v1881 2014-05-29: -W: FIXED #01398 Element not found error editing shift on WebApp--moved core logic into ScheduledShift -S: Improve prompts for sequential Task Code prompting--remind caregivers about the pound sign and how to say they're done. -W: List Component: added a list component for use in the web app. -C: PayBillRatePresenter wording for ratio RateType changed -C: Compatibility for old clients: when rate is flat, base rate is not included (so as not to screw up calculations) -S: Fix to update Schema227 where PAY_BILL_RATE next id wasn't getting updated. v1880 2014-05-28: -Schema 228: Added TelephonyEvent.callStatus (int) to make unfinished calls invalid. -TEL: Unfinished calls (non continuing timeouts and hangups) are now invalid. Telephony task prompting, if required, now requires at least one task to be entered to proceed. v1879 2014-05-28: -S, C: Modified ExportFieldModel to retain the AspectDescriptor it was derived from. -S: Add Magnitude>>&+ -- analogous to &=, ignores nil rather than throwing an error. (nil itself understands it too, order doesn't matter) - Rewrote #sum[:] in terms of &+ and added #sum:ifNil: to simplify the common pattern of (aCollection sum: #someAspect) ifNil: [Something zero] -- can just ditch the parentheses now. -S: Inline collection initialization on SchedulingSystem and remove now-unused basic setters. v1878 2014-05-27: -C: Fix QuickBooks Connection error that UndefinedObject does not understand #clearCaches, when hitting the "Back" button while not connected to QB. (Introduced in v1864) -S: Fix stripping problem that caused DNU #serviceTypeWithID:addPayBillRatesEffective: trying to add a rate in the new ServiceTypeList (and two other similar problems). -C: Improve validation on PayBillRateModel, and fix StandardAspectPathBuffer validation logic. -S: Change Object>>isClientPrePayBillSplit compatibility threshold to v1878. v1876 2014-05-26: -S: Fix QuickBooks compatibility check to force upgrade only if new rest interface enabled (now the default) AND isUsingQuickBooksOnlineEdition in the first place. v1873 2014-05-24: -S: Add DynamicModel>>new override to call #initialize in vw for compatibility. -S: Add Object>>deepCopy along with supporting methods _deepCopy: and _deepenShallowCopy:trail:, and SequenceableCollection>>keys to vw for compatibility and use by DynamicModel. v1872 2014-05-23: (x) -S: Fixes to updateSchema227: DBResultSet in VW only understands streaming methods. - Additional fixes for the split of pay bill duration and addition of flat rates; -S: Make FileInformationSelectionModel know what kind of entity it's dealing with for securityDescriptors purposes. -S: Update sharedClasses to reflect repackaging of StandardAspectPathBufferConflictNotification. -S: Make FileInformationSelectionModel know what kind of entity it's dealing with for securityDescriptors purposes. -S: Replace a use of DateInterval thisWeek with self system thisWeek. -S: Add some additional nil checks, mainly for testing. -C: Fix duration column sort attributes for shift lists. v1871 2014-05-22: (x) -SCHEMA 227: - Add PayBillRate .enabled and .rateTypeParameter, add flat, ratio, and max RateTypes - Add Shift.payDurationAdjustment and .billDurationAdjustment - Remove PayBillCode - Add ServiceType.payRates and .billRates .isPseudoType, remove live-in fields from ServiceType - Add pseudo ServiceTypes #mileage #travelMileage #miscExpenses and #travelTime - Rescue old frozen .payBillDuration from Shift in order to: - Freeze live in information on Shift's various rates. - Shift .payBillDuration, .maxPayBillDuration, .ratioPayBillDuration, .nonPayBillDuration are all deprecated and will be removed in the next round of schema -S: Split pay bill duration in a lot of places. -C: Split pay bill duration: - ShiftPresenter has inputs for pay/bill duration adjustments. - Shift duration descriptions use the pattern of pay duration(real duration) i.e. 2h(4h) rather than the old way of 4h(2h) - Planner has 4 number columns instead of 2. - Client planner line uses real duration and BILL duration for assigned and total hours. - Caregiver planner line uses real duration PAY duration for assigned and total hours. - Service and Caregiver Planner printouts, also Web planners follow the same pattern, with real duration in parenthesis if it doesn't match the pay or bill duration . - Various in-application list reports now use pay or bill duration as appropriate. Also display of time has largely been transitioned to the format Hours:Minutes rather than fractions of hours (6:30 == 6.50) -S: PayBillCodes have been replaced by ServiceType(Pay|Bill)Rates -S: PayBillRates now have additional types: flat, ratio, max -C: Pay and Bill Rates on Service Types: - PayBillCodeListShell is gone. - New ServiceTypeListShell requires an update to use. -S: Invoice Adjustment items display more informative messages about rate changes -C: Added StandardAspectPathBuffer to unify ServerAspectBuffer and AspectPathBuffer -S: Added DynamicModel to possibly aid in future winApp compatibility problems. Also very useful object to use as a mock in testing. v1882 (patch of v1870) 2014-05-30: (Release) [r2014.9.2] -S: Improve prompts for sequential Task Code prompting--remind caregivers about the pound sign and how to say they're done. v1870 2014-05-22: (Release) [r2014.9.1]