AccuAccount Version 5.3.000 (also v5.2.008)

Table of Contents

AccuAccount Version 5.2.008 Release Notes

BASIC NOTES:

1. Fixed issue with log file listing orphan files that were actually found. The flag to indicate a file was found was not updated in the particular case of a tab having one empty record and only one physical file to map to it.
2. formerly v5.2.008. This has been renamed to v5.3.000 as it was a major release.
3. Added logic to display status progress for merging files.
4. Document Merge enhancement into v5.2
5. fixed bug #1063
6. allowExternalAppLink did not have a default value when creating a new customer and update failed. I've added logic to default the value to 0 (which is the default in the database for INSERTS).
7. Increased the number of searchable characters from 2 to 3 in the auto lookup fields.
8. Extended the database and page timeouts for large databases. Need to revisit to optimize for large databases though.
9. Modified document queries to condition on the document table instead of the documentTab table. This seemed to improve performance.
10. Set the max result for the search query to 250. Also fixed problem with the additional borrower link appearing next to the collaterals on the searchresult.asp page.
11. Check in of stable optimized search code. Left paging in and removed unecessary joins on SQL statements that check for document/exception/borrower status.
12. Removed search results paging scheme to improve performance.
13. Reverted pages back to previous revision before MikeL checked his blanket changes in. As best as I can tell there were no discernible changes to the three customer display sections but will have MikeL review based on the new file layout.
14. Optimized standard search SQL query for speed up in searchgen.asp. Also optimized COUNT selects in the searchresults.asp page.
15. fixed bugs #1048 and #1042
16. Fixed issue with account lists with no accounts.
17. Changed logic that gets the list of primary and borrowed loans into two separate SQL statements. The first only gets the list of loanIds and the second gets the actual data about the loans. This was done to minimize the numbers joins on the two select statements that were UNION'd and to help speed up data access.
18. Completed the deconstruction of the individual elements of each display section into separate files. Hopefully this will help in maintenance of the various code sections as the original files were becoming too long and confusing.
19. Utility page to help with email configuration.
20. Changed the join order of the Account document query for performance improvement.
21. Optimization of the collateral display of the customer page. I've broken out the major sections into their own files for easier maintenance. I will get around to doing this for the Account and Credit sections as well.
22. Added filter to collateral document SQL statement to only get non-N/A or documentStatus=1 documents.
23. Check in of timing code of various sections of the customer page.
24. fixed bug # 1050
25. fixed bug #1045
26. More SQL optimization for all three sections of the customer page.
27. customer page optimizations
28. changes for html barcodes instead of report writer barcodes
same as 5.2
29. Check in of latest changes for new Merge Tiff file feature.
30. New Feature: Merge TIFF files
This feature has been added to give user the ability to merge multiple TIFF files within a documentTab. The user needs to be an EDITOR or have AddEditCustomer/AddEditLoan capability as well as branch access if enabled.
31. Fixed malformed argument value that was missing a matched double quote mark.
32. adjusted html barcode pages fonts
33. successful first test
34. files for html barcodes
35. Updating version to reflect recent fixes to ExceptionValidator.
36. Updated version to reflect latest stable AccuLoan v5.1.010
37. Bug Fix - option explicit tag was broken
38. Bug #455 - Default customer status not working
Added logic to customermaint.asp to select the default status (if one is set) on a new customer add.
39. Changed the scan document logic to only change to document status = 3 when the document status is not already at 1. This is for the Scanned Document dependent task to process successfully.
40. fixed bug #787
41. fixed bug #1006
42. fixed bug #1007
43. Updated for Release v5.2.008 9/01/2010 ERM
44. Updated for Release v5.2.008 9/01/2010 ERM
45. Modification: Added qcType to exceptionDefinition to identity taskType with more granularity
Both exception definition and instance maintenance pages have been updated to take into account the new field in exceptionDefinition qcType (0=Not QC'd, 1=QC approved, 2=QC rejected).
46. Bug Fix: Error redirecting after adding document definition in exception def maintenance
Added logic to check for blank url in Session and if blank use the default.
47. Bug #1015 - ExceptionValidator setting some exceptions to N/A
The issue was due to credit exceptions with threshold amounts set but being set to N/A because they did not met the threshold amount. This was due to the code processing the totals and not accounting for loans that the coborrower was associated with. Code was added to add principle and coborrowered loan amounts and commitments to get the correct totals.
48. First attempt on changing AccuLoan to AccuAccount
49. New Feature: Document Dependant Task Exceptions
This feature allows users to define a Task exception based on a defined Document Tab. When the proper condition is met, the document is QC'd or Scanned in a database trigger will process the exception immediately instead of waiting for the nightly processing.
50. fixed bug #985
If a notice letter (or a paragraph) has a name with a single quote (apostrophe) in its name cause an error
51. first creation of the "External Application Links"
52. BugId #994 - Deleting Group/DocumentTab does not clean up alternateBarcodeMap table
docsubtypemaintupdate.asp:
Added extra SQL statement to delete any barcodes mapped to the documentSubTypeId being deleted.
doctypemaintupdate.asp:
Added extra logic to cleanup any documentSubTypeIds when deleting the given documentTypeId. Also there was a line of code that tried to update a ResultSet that caused an error when deleting. I've removed this line of code as it may have been there from a cut/paste action in the past.
53. Bug #912 - Scanned History indicates that a document has been deleted by filevalidator.asp when it hasn't been deleted. Action: Removed code to update history as filevalidator.asp only updates the documentStatus when it is a 3. It checks to see if a file is there and sets the status to one, otherwise it sets it to two.
54. Updated acculoan.xml to next maintenance release v5.2.008

DETAIL NOTES: 

Revision: 5731
Author: MikeF
Date: 1:38:21 PM, Wednesday, October 13, 2010
Message:
Fixed issue with log file listing orphan files that were actually found. The flag to indicate a file was found was not updated in the particular case of a tab having one empty record and only one physical file to map to it.

Revision: 5727
Author: MikeF
Date: 7:58:51 AM, Wednesday, October 13, 2010
Message:
formerly v5.2.008. This has been renamed to v5.3.000 as it was a major release.

Revision: 5723
Author: MikeF
Date: 12:53:06 PM, Tuesday, October 12, 2010
Message:
Added logic to display status progress for merging files.

Revision: 5719
Author: MikeF
Date: 7:38:42 AM, Friday, October 08, 2010
Message:
Merge of v5.1.008 Document Merge enhancement into v5.2

Revision: 5718
Author: MikeL
Date: 1:42:11 PM, Wednesday, October 06, 2010
Message:
fixed bug #1063

Revision: 5717
Author: MikeF
Date: 10:21:50 AM, Wednesday, October 06, 2010
Message:
allowExternalAppLink did not have a default value when creating a new customer and update failed. I've added logic to default the value to 0 (which is the default in the database for INSERTS).

Revision: 5716
Author: MikeF
Date: 10:02:24 AM, Wednesday, October 06, 2010
Message:
Increased the number of searchable characters from 2 to 3 in the auto lookup fields.

Revision: 5710
Author: MikeF
Date: 2:02:36 PM, Monday, October 04, 2010
Message:
Extended the database and page timeouts for large databases. Need to revisit to optimize for large databases though.

Revision: 5709
Author: MikeF
Date: 2:01:32 PM, Monday, October 04, 2010
Message:
Modified document queries to condition on the document table instead of the documentTab table. This seemed to improve performance.

Revision: 5708
Author: MikeF
Date: 1:59:18 PM, Monday, October 04, 2010
Message:
Set the max result for the search query to 250. Also fixed problem with the additional borrower link appearing next to the collaterals on the searchresult.asp page.

Revision: 5707
Author: MikeF
Date: 10:00:05 AM, Monday, October 04, 2010
Message:
Check in of stable optimized search code. Left paging in and removed unecessary joins on SQL statements that check for document/exception/borrower status.

Revision: 5705
Author: MikeF
Date: 9:39:43 AM, Friday, October 01, 2010
Message:
Removed search results paging scheme to improve performance.

Revision: 5704
Author: MikeF
Date: 7:55:32 AM, Friday, October 01, 2010
Message:
Reverted pages back to previous revision before MikeL checked his blanket changes in. As best as I can tell there were no discernible changes to the three customer display sections but will have MikeL review based on the new file layout.

Revision: 5703
Author: MikeF
Date: 12:17:57 PM, Thursday, September 30, 2010
Message:
Optimized standard search SQL query for speed up in searchgen.asp. Also optimized COUNT selects in the searchresults.asp page.

Revision: 5701
Author: MikeL
Date: 2:47:15 PM, Wednesday, September 29, 2010
Message:
fixed bugs #1048 and #1042

Revision: 5700
Author: MikeF
Date: 2:10:51 PM, Wednesday, September 29, 2010
Message:
Fixed issue with account lists with no accounts.

Revision: 5699
Author: MikeF
Date: 12:27:05 PM, Wednesday, September 29, 2010
Message:
Changed logic that gets the list of primary and borrowed loans into two separate SQL statements. The first only gets the list of loanIds and the second gets the actual data about the loans. This was done to minimize the numbers joins on the two select statements that were UNION'd and to help speed up data access.

Revision: 5698
Author: MikeF
Date: 10:17:25 AM, Wednesday, September 29, 2010
Message:
Completed the deconstruction of the individual elements of each display section into separate files. Hopefully this will help in maintenance of the various code sections as the original files were becoming too long and confusing.

Revision: 5697
Author: MikeF
Date: 3:27:59 PM, Tuesday, September 28, 2010
Message:
Utility page to help with email configuration.

Revision: 5696
Author: MikeF
Date: 3:27:23 PM, Tuesday, September 28, 2010
Message:
Changed the join order of the Account document query for performance improvement.

Revision: 5695
Author: MikeF
Date: 3:26:35 PM, Tuesday, September 28, 2010
Message:
Optimization of the collateral display of the customer page. I've broken out the major sections into their own files for easier maintenance. I will get around to doing this for the Account and Credit sections as well.

Revision: 5694
Author: MikeF
Date: 10:54:33 AM, Tuesday, September 28, 2010
Message:
Added filter to collateral document SQL statement to only get non-N/A or documentStatus=1 documents.

Revision: 5692
Author: MikeF
Date: 6:49:55 AM, Tuesday, September 28, 2010
Message:
Check in of timing code of various sections of the customer page.

Revision: 5691
Author: MikeL
Date: 4:02:13 PM, Monday, September 27, 2010
Message:
fixed bug # 1050

Revision: 5690
Author: MikeL
Date: 1:55:29 PM, Monday, September 27, 2010
Message:
fixed bug #1045

Revision: 5689
Author: MikeF
Date: 12:36:20 PM, Monday, September 27, 2010
Message:
More SQL optimization for all three sections of the customer page.

Revision: 5688
Author: MikeF
Date: 1:53:39 PM, Friday, September 24, 2010
Message:
customer page optimizations

Revision: 5687
Author: MikeL
Date: 3:53:51 PM, Wednesday, September 22, 2010
Message:
changes for html barcodes instead of report writer barcodes
same as 5.2

Revision: 5685
Author: MikeF
Date: 2:08:56 PM, Wednesday, September 22, 2010
Message:
Check in of latest changes for new Merge Tiff file feature.

Revision: 5684
Author: MikeF
Date: 2:05:39 PM, Wednesday, September 22, 2010
Message:
New Feature: Merge TIFF files

This feature has been added to give user the ability to merge multiple TIFF files within a documentTab. The user needs to be an EDITOR or have AddEditCustomer/AddEditLoan capability as well as branch access if enabled.

Revision: 5683
Author: MikeF
Date: 1:07:47 PM, Friday, September 17, 2010
Message:
Fixed malformed argument value that was missing a matched double quote mark.

Revision: 5681
Author: MikeL
Date: 11:22:01 AM, Wednesday, September 15, 2010
Message:
adjusted html barcode pages fonts

Revision: 5680
Author: MikeL
Date: 9:35:49 AM, Wednesday, September 15, 2010
Message:
successful first test

Revision: 5679
Author: MikeL
Date: 4:45:32 PM, Tuesday, September 14, 2010
Message:

Revision: 5676
Author: MikeL
Date: 1:40:18 PM, Friday, September 10, 2010
Message:
files for html barcodes

Revision: 5651
Author: MikeF
Date: 10:22:44 AM, Wednesday, September 08, 2010
Message:
Updating version to reflect recent fixes to ExceptionValidator.

Revision: 5650
Author: MikeF
Date: 10:21:27 AM, Wednesday, September 08, 2010
Message:
Updated version to reflect latest stable AccuLoan v5.1.010

Revision: 5647
Author: MikeF
Date: 3:06:23 PM, Tuesday, September 07, 2010
Message:
Bug Fix - option explicit tag was broken

Fixed syntax error.

Revision: 5646
Author: MikeF
Date: 1:16:14 PM, Tuesday, September 07, 2010
Message:
Bug #455 - Default customer status not working

Added logic to customermaint.asp to select the default status (if one is set) on a new customer add.

Revision: 5645
Author: MikeF
Date: 9:30:36 AM, Tuesday, September 07, 2010
Message:
Changed the scan document logic to only change to document status = 3 when the document status is not already at 1. This is for the Scanned Document dependent task to process successfully.

Revision: 5643
Author: MikeL
Date: 3:19:07 PM, Friday, September 03, 2010
Message:
fixed bug #787

Revision: 5642
Author: MikeL
Date: 2:45:19 PM, Friday, September 03, 2010
Message:
fixed bug #1006

Revision: 5641
Author: MikeL
Date: 1:26:53 PM, Friday, September 03, 2010
Message:
fixed bug #1007

Revision: 5640
Author: EliM
Date: 2:10:49 PM, Wednesday, September 01, 2010
Message:
Updated for Release v5.2.008 9/01/2010 ERM

Revision: 5639
Author: EliM
Date: 2:10:29 PM, Wednesday, September 01, 2010
Message:
Updated for Release v5.2.008 9/01/2010 ERM

Revision: 5637
Author: GaryA
Date: 11:31:41 AM, Wednesday, September 01, 2010
Message:

Revision: 5636
Author: GaryA
Date: 11:31:22 AM, Wednesday, September 01, 2010
Message:

Revision: 5635
Author: MikeF
Date: 10:00:37 AM, Monday, August 30, 2010
Message:
Modification: Added qcType to exceptionDefinition to identity taskType with more granularity

Both exception definition and instance maintenance pages have been updated to take into account the new field in exceptionDefinition qcType (0=Not QC'd, 1=QC approved, 2=QC rejected).

Revision: 5633
Author: MikeF
Date: 8:34:07 AM, Monday, August 30, 2010
Message:
Bug Fix: Error redirecting after adding document definition in exception def maintenance

Added logic to check for blank url in Session and if blank use the default.

Revision: 5632
Author: MikeF
Date: 3:41:04 PM, Sunday, August 29, 2010
Message:
Bug #1015 - ExceptionValidator setting some exceptions to N/A

The issue was due to credit exceptions with threshold amounts set but being set to N/A because they did not met the threshold amount. This was due to the code processing the totals and not accounting for loans that the coborrower was associated with. Code was added to add principle and coborrowered loan amounts and commitments to get the correct totals.

Revision: 5627
Author: MikeL
Date: 4:19:31 PM, Wednesday, August 25, 2010
Message:
First attempt on changing AccuLoan to AccuAccount

Revision: 5624
Author: MikeF
Date: 10:14:46 AM, Monday, August 23, 2010
Message:
New Feature: Document Dependant Task Exceptions

This feature allows users to define a Task exception based on a defined Document Tab. When the proper condition is met, the document is QC'd or Scanned in a database trigger will process the exception immediately instead of waiting for the nightly processing.

Revision: 5623
Author: MikeL
Date: 12:07:43 PM, Wednesday, August 18, 2010
Message:
fixed bug #985
If a notice letter (or a paragraph) has a name with a single quote (apostrophe) in its name cause an error

Revision: 5622
Author: MikeL
Date: 9:25:25 AM, Wednesday, August 18, 2010
Message:
first creation of the "External Application Links"

Revision: 5621
Author: MikeF
Date: 1:25:35 PM, Monday, August 16, 2010
Message:
BugId #994 - Deleting Group/DocumentTab does not clean up alternateBarcodeMap table

docsubtypemaintupdate.asp:
Added extra SQL statement to delete any barcodes mapped to the documentSubTypeId being deleted.

doctypemaintupdate.asp:
Added extra logic to cleanup any documentSubTypeIds when deleting the given documentTypeId. Also there was a line of code that tried to update a ResultSet that caused an error when deleting. I've removed this line of code as it may have been there from a cut/paste action in the past.

Revision: 5620
Author: MikeF
Date: 1:06:15 PM, Monday, August 16, 2010
Message:
Bug #912 - Scanned History indicates that a document has been deleted by filevalidator.asp when it hasn't been deleted.

Action: Removed code to update history as filevalidator.asp only updates the documentStatus when it is a 3. It checks to see if a file is there and sets the status to one, otherwise it sets it to two.

Revision: 5619
Author: MikeF
Date: 12:12:06 PM, Friday, August 13, 2010
Message:
Updated acculoan.xml to next maintenance release v5.2.008

Revision: 5608
Author: MikeL
Date: 10:48:34 AM, Tuesday, August 10, 2010
Message:
removed commented out break statements
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