{"app":"Motomaxx V5","version":"1.21.4","environment":"production"}<h1>5.0.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX V5</li>
</ul>
<h1>1.22.0</h1>
<h2>Features</h2>
<ul>
<li>[MMAX-511] IFS Integration [New Feature]</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>[No ticket] User email unique validation check [Support]</li>
<li>[No Ticket] Removed double teams notification when failed to create a claim [Support]</li>
</ul>
<h1>1.21.5</h1>
<h2>New Features</h2>
<ul>
<li>[MMAX-514] Dealer Master Report [New Feature]</li>
<li>[MMAX-515] Remove IFS Admin fee ($50) [Change Request]</li>
<li>[MMAX-516] Dealer &amp; Broker legal name columns support [Change Request]</li>
<li>[MMAX-523] Quick quote exclusive permissions [Change Request]</li>
<li>[No ticket] Search policies. Allow search by second policyholder first name and last name [Support]</li>
</ul>
<h1>1.21.4</h1>
<h2>New Features</h2>
<ul>
<li>[MMAX-512] Refactored 735 Dealer Group to 715. Reassigned existing Willowbrook dealers to this new group [Change Request]</li>
<li>[No Ticket] Fix search of policies by full name [Support]</li>
<li>[MMAX-513] Improved expiry date calculation [Change Request]</li>
</ul>
<h1>1.21.3</h1>
<h2>New Features</h2>
<ul>
<li>[No Ticket] Accounting Technician is able to print PDFs (Brooklyn's &amp; Amanda's) [Change Request]</li>
</ul>
<h1>1.21.2</h1>
<h2>Bugfixes</h2>
<ul>
<li>[No Ticket] Fixed the Fee Adjustment <code>Dealership Addon 685</code> group. Was Motomaxx -&gt; Now Dealer [Support]</li>
<li>[No Ticket] Make a new feature <code>is_active</code> dealer [New Feature]</li>
<li>[No Ticket] Disabled <code>Langley Mazda</code> [Change Request]</li>
<li>MMAX-510: Remove redundant permissions from the DB [New Feature]</li>
<li>MMAX-510: Added exclusive permission <code>manage claims</code> [New Feature]</li>
<li>MMAX-510: Claim Policy now operates the new exclusive permission <code>manage claims</code> to give access to the claims CRUD [New Feature]</li>
<li>MMAX-510: Improve UX. Replace 'O' and 'o' after 2nd position in the policy number while creating a claim [New Feature]</li>
<li>MMAX-510: Clearing empty chars (E.g. <code>SN 0001</code> will become <code>SN0001</code>) [New Feature]</li>
<li>MMAX-510: <code>ClaimListItemResource</code> created [New Feature]</li>
<li>MMAX-510: <code>ClaimResource</code> changed to return only required data [New Feature]</li>
<li>MMAX-510: Managed storage for <code>Claim Notes</code> [New Feature]</li>
<li>MMAX-510: Exclusive Permissions management [New Feature]</li>
<li>MMAX-510: Covered Claim processes with tests [New Feature]</li>
<li>[No Ticket] Node State flow is now creating &quot;Negative Endorsement&quot; + &quot;Positive Endorsement&quot; flows [Change Request]</li>
<li>[No Ticket] QR code on the dec page [New Feature]</li>
</ul>
<h1>1.21.1</h1>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-502: Fix database issue in <code>policies</code>.<code>interest_rate</code>. Float 5,2 -&gt; Float 5,4. As well updated values 0.10 to 0.0995 in the DB [Support]</li>
<li>MMAX-509: New Dealer Group created <code>Maxxam 735/155/200/275/25/IFS-50</code> [Change Request]</li>
<li>MMAX-509: <code>Willowbrook Motors Ltd</code> @ <code>Maxxam Insurance Services (Burnaby) Ltd.</code> dealer group updated to <code>Maxxam 735/155/200/275/25/IFS-50</code> [Change Request]</li>
</ul>
<h1>1.21.0</h1>
<h2>Features</h2>
<ul>
<li>Edit flow now acts as Endorsement flow in terms of outcome. The result will always be NEGATIVE_ENDORSEMENT + POSITIVE_ENDORSEMENT [Chagne Request]</li>
<li>Negative Endorsements are shown as Negative Endorsements status now [Change Request]</li>
<li>Return readable response to frontend on moneris failure [Change Request]</li>
<li>All Dealers go CNC $155 [Change Request]</li>
<li>Go Dealers now belong to the dealer group <code>Maxxam 1000/155/200/275/25/IFS-50</code> [Change Request]</li>
</ul>
<h1>1.20.3</h1>
<h2>Features</h2>
<ul>
<li>New Broker Group, Broker, Dealer Group, Dealer related to <code>Sprint Insurance Services</code> [New Feature]</li>
<li>Covered functionality with tests [New Feature]</li>
<li>New Dealer Group <code>Maxxam 800_or_600/155/200/275/25/IFS-50</code> [Change Request]</li>
<li>New Fee Adjustment <code>CNC Upcharge 100</code> [Change Request]</li>
</ul>
<h1>1.20.2</h1>
<h2>Features</h2>
<ul>
<li>Removed totals from stratford report [Small Change Request]</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>Fixing of daterange for last_month [Support]</li>
</ul>
<h1>1.20.1</h1>
<h2>Features</h2>
<ul>
<li>Imported new stratford vehicle categories provided by Benjamin [Change Request]</li>
</ul>
<h1>1.20.0</h1>
<h2>Features</h2>
<ul>
<li>CRF-002: Policy Prefix [Change Request]</li>
<li>Change request to add JSON editor for ledgers (Super admins only) [Change Request]</li>
</ul>
<h1>1.19.2</h1>
<h2>Features</h2>
<ul>
<li>Adding new dealer group <code>Maxxam 600/55/200/275/25/IFS-50</code> [Change Request]</li>
<li>Fixed tests (UTC issue) [Support]</li>
<li>Removed fallback note of changing status to clarify history in notes [Change Request]</li>
<li>CRF-005: Make primary insurer editable [Change Request]</li>
</ul>
<h1>1.19.1</h1>
<h2>Features</h2>
<ul>
<li>CRF-004: New Dealer Group <code>Sussex 0/55/400/265/25/IFS-50/BC-100</code> [New Feature]</li>
<li>CRF-004: <code>Private Deals @ Sussex Cranbrook (Walmart)</code> are also using $100 BC-100 fee [New Feature]</li>
<li>CRF-004: Covered case with tests [New Feature]</li>
</ul>
<h1>1.19.0</h1>
<h2>Features</h2>
<ul>
<li>CRF-004: New bucket <code>BC_1232431_LTD</code> [New Feature]</li>
<li>CRF-004: New ledger types <code>{BC_1232431_LTD_FEE, DEDUCT_BC_1232431_LTD_FEE}</code> [New Feature]</li>
<li>CRF-004: New Dealers for <code>Sussex Cranbrook (Walmart)</code> [New Feature]</li>
<li>CRF-004: Aligned Broker <code>Sussex Cranbrook (Walmart)</code> to have <code>LM</code> area code [New Feature]</li>
<li>CRF-004: Covered the logic with tests [New Feature]</li>
<li>CRF-004: Stratford V2 report includes the new bucket in <code>Brokerage</code> [New Feature]</li>
<li>CRF-004: Finance report has new column <code>BC 1232431 Ltd</code> [New Feature]</li>
<li>On transit status the note must be <code>Policy edited</code> and still tech note [Change Request]</li>
</ul>
<h1>1.18.6</h1>
<h2>Features</h2>
<ul>
<li>MMAX-472: Create Dealer from UI [Change Request]</li>
<li>MMAX-475: Julia Pyskunova password is static on UAT now [Support]</li>
<li>MMAX-481: Finance Report: <code>Actual Premium</code> renamed to <code>Ttl Payable</code> [Support]</li>
<li>MMAX-481: Finance Report: <code>Ttl Payable</code> legacy column dropped from the report [Support]</li>
<li>MMAX-481: Finance Report: <code>IFS Chargeback</code> column now does not include the $50 IFS Admin Fee [Support]</li>
<li>MMAX-480: Endorsement Flow covered with a test. Manager is not gonna become a policy owner [Support]</li>
<li>MMAX-474: Broker Update rules for area code set to enum {LM, VI} [Support]</li>
<li>MMAX-484: New users for testing: {No Role, No Brokers, Banned} [New Feature]</li>
<li>MMAX-484: Banned user cannot reset the pwd [New Feature]</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-480: Endorsement driver user is not gonna become a policy owner [Support]</li>
<li>MMAX-451: Reporting Prohibited Vehicles using uppercase VIN numbers only to prevent duplications [Support]</li>
</ul>
<h1>1.18.5</h1>
<h2>Features</h2>
<ul>
<li>MMAX-469: New dealer <code>MOBILE LEASE AND FINANCE (2023) INC. @ MMAX Penticton</code> [Change Request]</li>
</ul>
<h1>1.18.4</h1>
<h2>Features</h2>
<ul>
<li>MMAX-463: New Dealer <code>Moose Motors @ MMAX Victoria</code> [Change Request]</li>
<li>MMAX-444: Reinstate IFS with <code>Owed to IFS</code> is now producing <code>Revert Owed to IFS</code> ledger [Support]</li>
<li>MMAX-441: Delete all Permissions except exclusive permission (<code>RECEIVED_IFS</code>) [Support]</li>
<li>MMAX-466: Fixed algo to use a proper key for body style [Support]</li>
<li>MMAX-466: Fixed <code>stratford_rcp_makes.is_car</code> column [Support]</li>
<li>MMAX-470: VIN Override shared to Agents [Change Request]</li>
</ul>
<h1>1.18.3</h1>
<h2>Features</h2>
<ul>
<li>MMAX-461: New dealer <code>Nanaimo Mitsubishi/Vancouver Island Drives@MMAX Nanaimo</code> [Change Request]</li>
<li>MMAX-439: Covered a complex endorsement case from RL with a test [Support]</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-459: Fix of Quotation on the Application stage [Support]</li>
<li>MMAX-452: Fix Effective &amp; Expire dates during the QAP flow [Support]</li>
<li>MMAX-460: Fix date format on effective custom date [Support]</li>
</ul>
<h1>1.18.2</h1>
<h2>Features</h2>
<ul>
<li>MMAX-437: Better cancellation flow handling [Support]</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-447: Cover Policy tree describer with tests [Support]</li>
<li>MMAX-443: Fix of SN05543111 ledgers [Support]</li>
<li>MMAX-448: Issue with Effective &amp; Expiry dates fix [Support]</li>
</ul>
<h1>1.18.1</h1>
<h2>Features</h2>
<ul>
<li>MMAX-434: Added column <code>policies.exclude_from_suspicious</code> [Support]</li>
<li>MMAX-434: Marked {SN05542697, SN05539139, SN05539237} as known not suspicious [Support]</li>
</ul>
<h1>1.18.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-421: Superadmin -&gt; {Admin, Support, Finance, Superadmin} can see technical notes [New Feature]</li>
<li>MMAX-417: Removed possibility to edit Broker &amp; Dealer names [Support]</li>
<li>MMAX-364: QAP transformation improvements [New Feature]</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-418: Fix fallen tests after dealers table tree shaking [Support]</li>
<li>MMAX-428: RCP Make values cannot be 5, should be 4 [Support]</li>
</ul>
<h1>1.17.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-396: Drop part of user duplicates [New Feature]</li>
<li>MMAX-251: Reworked the test policy mechanics [New Feature]</li>
<li>MMAX-251: Test policy can be transformed to Non-Test policy and opposite by editing names of the policy [New Feature]</li>
<li>MMAX-372: Added column ID to users export to cover one of requested by Jim reports [Change Request]</li>
<li>MMAX-373: Call Center Public Dealers Report [New Feature]</li>
<li>MMAX-258: Improvements to stats generator [New Feature]</li>
<li>MMAX-378: Bot-validator of Agent Report (non-cron prod test build) [New Feature]</li>
<li>MMAX-413: New dealer <code>Galaxy WS Nanaimo</code> @ MMAX Nanaimo, clone of <code>Galaxy Motors Colwood</code> @ MMAX Victoria [New Feature]</li>
<li>MMAX-378: Cron part of the task done [New Feature]</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-408: Finance Report &gt; Total Cancelled Leafs number fix [Support]</li>
</ul>
<h1>1.16.3</h1>
<h2>Features</h2>
<ul>
<li>MMAX-403: Make Jim Support role [New Feature]</li>
<li>MMAX-371: Call Center Policies Report #1 [New Feature]</li>
</ul>
<h1>1.16.2</h1>
<h2>Features</h2>
<ul>
<li>MMAX-402: New Dealer <code>Parksville Chrysler Ltd.</code> @ <code>Maxxam Insurance Services (Nanaimo) Ltd.</code> [New Feature]</li>
<li>MMAX-399: Disambiguation of VINLink returning &gt;1 Vehicle for the given VIN number [New Feature]</li>
<li>MMAX-401: Seed Julia Pyskunova SuperAdmin [New Feature]</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-400: Cancellation Date in finance &amp; stratford report are printed from created_at of the history if the policy is a leaf. Or empty in other case [Support]</li>
<li>MMAX-402: New Dealer <code>Parksville Chrysler Ltd.</code> @ <code>Maxxam Insurance Services (Nanaimo) Ltd.</code> [New Feature]</li>
</ul>
<h1>1.16.1</h1>
<h2>Features</h2>
<ul>
<li>MMAX-387: Endorsement flow ignores IFS Admin Fee if the root policy was created before 2023-09-01 [New Feature]</li>
<li>MMAX-346: New dealer <code>B.C. DEALERS' TRADE-IN CENTER</code> @ <code>Maxxam Insurance Services (Burnaby) Ltd.</code> [Change Request]</li>
<li>MMAX-360: Indicate my notes with the accent [New Feature]</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-394: Fixed quote on application stage. Session ID was missed [Support]</li>
<li>MMAX-394: Application resource to return session id of its session when available [Support]</li>
<li>MMAX-394: Tests aligned accordingly [Support]</li>
</ul>
<h1>1.16.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-386: Stratford report splited into V1 &amp; V2 through modes. Mode <code>dealers400</code> that replaced previous <code>real</code> mode [Change Request]</li>
<li>No-Ticket: Made a switcher to make it possible to skip the Moneris card validation [Change Request]</li>
<li>MMAX-381: If prod uses <code>yesguy</code> Moneris token - it will throw an exception now to prevent processing of test payments [Support]</li>
<li>MMAX-380: {Covered Go Sugaru, Go Mistubishi, Maple Ridge Hyundai} cases for {Cash, IFS, DealerFin} payment methods [New Feature]</li>
<li>MMAX-370: Regenerate PDF button for Super Admins [New Feature]</li>
</ul>
<h1>1.15.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-309: Categorize vehicles according to the PDF table from Stratford [New Feature]</li>
<li>MMAX-325: Stats are now generating A-B testing of Policy Premiums per Broker Group / Broker / Dealer Group / Dealer / Term / Vehicle Category [New Feature]</li>
</ul>
<h1>1.14.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-375: IFS Admin Fee introduced (available since Sep 1, 00:00:00) [New Feature]</li>
<li>MMAX-375: <code>IFS Admin Fee</code> columns added to <code>Stratford</code> and <code>Finance</code> reports [New Feature]</li>
<li>MMAX-375: New Refund Strategy <code>No Refund</code> introduced. Will be refunded only in case of a Flat Cancellation [New Feature]</li>
<li>MMAX-369: Tests fix [Support]</li>
<li>MMAX-377: More improvements to agent report [Support]</li>
<li>MMAX-377: Stratford report stats change [Support]</li>
<li>MMAX-377: Finance report stats change [Support]</li>
</ul>
<h1>1.13.2</h1>
<h2>Features</h2>
<ul>
<li>MMAX-203: Cover Policy.isCancelled with tests [Support]</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-369: Agent report &amp; Agent Sales Report fixes [Support]</li>
</ul>
<h1>1.13.1</h1>
<h2>Features</h2>
<ul>
<li>MMAX-367: Improved stats generator command [New Feature]</li>
</ul>
<h1>1.13.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-189: Tree shaking. Removing many tables &amp; columns that are not in use [Support]</li>
<li>MMAX-189: Implemented every test that had warning &quot;Not implemented&quot; [Support]</li>
<li>MMAX-189: User roles replaced with a column User.role as user is designed to have one role only [New Feature]</li>
<li>MMAX-272: User brokers system rework [Support]</li>
<li>MMAX-272: Aligned tests of user endpoints [Support]</li>
</ul>
<h1>1.12.2</h1>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-358: Better ledger name creation mechanism [Support]</li>
<li>MMAX-358: Covered base case with a test [Support]</li>
<li>MMAX-352: Ability to login in other users for Super Admins [New Feature]</li>
</ul>
<h1>1.12.1</h1>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-359: Transit cancellations are not triggering IFS dept calculation [Support]</li>
<li>MMAX-359: Refund Required ledger is not created when it is transit [Support]</li>
<li>MMAX-359: Reworked diagrams of cancellation flow to reflect the change required [Support]</li>
<li>MMAX-359: Covered case with a test [Support]</li>
</ul>
<h1>1.12.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-353: Bot-Validator of Policy Ledgers with reporting to SAs [New Feature]</li>
<li>MMAX-274: On user login, when brokers are fetching, ordered brokers by name [Support]</li>
<li>MMAX-195: Quote is now a model [New Features]</li>
<li>MMAX-195: Dashboard of Q-&gt;A from QAP [New Feature]</li>
<li>MMAX-195: Covered with tests the QA process [New Feature]</li>
<li>MMAX-196: QAP time metrics stats report [New Feature]</li>
</ul>
<h1>1.11.1</h1>
<h2>Features</h2>
<ul>
<li>MMAX-348: Allow case-insensitive search of policy reference in /claims/create [Support]</li>
<li>MMAX-351: Fixing of the endorsement flow [Support]</li>
</ul>
<h1>1.11.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-347: Endorsement flow changes [Change Request]</li>
<li>MMAX-264: Add Purchase state to the Rate ledger [New Feature]</li>
<li>MMAX-346: New Dealer [New Feature]</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-347: Covered cancellation New-CancelFlat new requirements with tests [Change Request]</li>
<li>MMAX-347: Fixed issue with setting of the cancelled_at date in the policy [Support]</li>
<li>MMAX-300: <code>IFS Confirmed</code> column in the finance report fix [Support]</li>
</ul>
<h1>1.10.7</h1>
<h2>Bugfixes</h2>
<ul>
<li>No-ticket: Agent report to show histories instead of root policies [Support]</li>
<li>No-ticket: Basic agent report script verification [Support]</li>
<li>MMAX-342: Improved cancellation flow [New Feature] / [Change Request] / [Support]</li>
</ul>
<h1>1.10.6</h1>
<h2>Features</h2>
<ul>
<li>MMAX-339: List of policies updated on Tara's request. See <a href="app%2FConsole%2FCommands%2FTemp%2FTaraRequest20230801ToChangeHistoriesDates.php">TaraRequest20230801ToChangeHistoriesDates.php</a> [Change Request]</li>
<li>MMAX-340: Fixed ledgers in Reinstate-Flat chain [Support]</li>
<li>MMAX-341: Better handling of PDF generation during updates [Support]</li>
</ul>
<h1>1.10.5</h1>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-337: Better handling of PDF generation during updates [Support]</li>
<li>MMAX-336: Issue with calculations in the chain New-Prorated-Reinstate-Flat fixed [Support]</li>
<li>MMAX-336: Covered the case with a test [Support]</li>
</ul>
<h1>1.10.4</h1>
<h2>Features</h2>
<ul>
<li>MMAX-296: Catch of ST/BC cases in claims/new [New Feature]</li>
<li>MMAX-296: Payload is added in response in handled VerboseExceptions [Support]</li>
<li>MMAX-311: Fix Agent Sales report query [Support]</li>
<li>MMAX-311: Tree shaking of User methods that were used for brokerage limits [Support]</li>
<li>MMAX-311: Covered Agent Sales report with tests [New Feature]</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>No-ticket: Fixed edit of policies that are financed by IFS [Support]</li>
<li>MMAX-332: Financed by IFS policies are treated as non-paid badge [Support]</li>
<li>MMAX-331: Technical notes introduced. Those notes are only visible for Super Admins. Example of the note is a status update note. [New Feature]</li>
</ul>
<h1>1.10.3</h1>
<h2>Features</h2>
<ul>
<li>MMAX-304: Agent Report exporting [New Feature]</li>
<li>MMAX-279: Change policy list`s viewport for agents &amp; rules for search for agents [New Feature]</li>
<li>MMAX-279: Covered with tests [New Feature]</li>
<li>MMAX-298: Non Financed IFS Policies Report [New Feature]</li>
<li>MMAX-259: Edit Policy is now creating a history record through the node state [New Feature]</li>
</ul>
<h1>1.10.2</h1>
<h2>Features</h2>
<ul>
<li>MMAX-328: Reworked access control &amp; user viewports. Main limitations of what user sees are now connected to Brokerage. Limitations due to roles were removed [Support]</li>
</ul>
<h1>1.10.1</h1>
<h2>Features</h2>
<ul>
<li>MMAX-329: Exclusive permissions concept [New Feature]</li>
<li>MMAX-329: Exclusive permission &gt; <code>received IFS</code> [New Feature]</li>
</ul>
<h1>1.10.0</h1>
<h2>Bugfixes</h2>
<ul>
<li>No ticket: Fixing muted notifications to teams in case if the error code is <code>0</code> [Support]</li>
<li>MMAX-317: Fixed access to reports [Support]</li>
<li>MMAX-317: Covered access to reports with tests [Support]</li>
<li>No ticket: Fix of the endorsement flow [Support] - root case MMAX-323</li>
<li>MMAX-326: Handled user not found case in the login [Support]</li>
<li>MMAX-327: Basic handling of the Custom Date range issues in requests [Support]</li>
<li>MMAX-319: Injected email into the claim notification [Support]</li>
</ul>
<h1>1.9.3</h1>
<h2>Features</h2>
<ul>
<li>MMAX-280: Adjuster name column in claims is not nullable [Change Request]</li>
<li>MMAX-280: Notification lists Adjuster name as <code>N/A</code> when the adjuster name is missed [Change Request]</li>
<li>MMAX-282: Purchase date can now be selected in the application stage [Change Request]</li>
<li>MMAX-313: Plate number is editable now [Change Request]</li>
<li>MMAX-323: BE handling of the effective date absence [Support]</li>
</ul>
<h1>1.9.2</h1>
<h2>Features</h2>
<ul>
<li>MMAX-250: Finance role reworked. some stuff moved from Admin &amp; Support to Finance (Account Technician role assignment) [New Feature]</li>
<li>MMAX-250: Big tests refactoring due to the change [Support]</li>
<li>MMAX-321: New dealer <code>Laird Wheaton Chevrolet Buick GMC Ltd.</code> added from the prod to migrations [Support]</li>
<li>MMAX-322: New dealer group for sussex + none private dealers of some brokerage are attached to this new dealer group [Change Request]</li>
</ul>
<h1>1.9.1</h1>
<h2>Features</h2>
<ul>
<li>MMAX-314: Account Technician to see all reports except Support [Change Request]</li>
<li>MMAX-314: Reworked access control to always use the HasRolesHelper and the same approaches to detect roles [Support]</li>
<li>MMAX-305: Moneris Receipts PDF [New Feature]</li>
<li>MMAX-315: Restricted editing dealer &amp; broker of the policy [Change Request]</li>
</ul>
<h1>1.9.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-286: Ability to create a node state for a policy. Node state = transition to the previous state through the cancel flat state [New Feature]</li>
<li>MMAX-286: Fixed current tests [Support]</li>
<li>MMAX-286: Covered with tests [New Feature]</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-302: Database policies.effective, policies.expiry, applications.effective, applications.expiry are now datetime [Support]</li>
<li>MMAX-302: Fixed representation of dates on the policy page &amp; dec page [Support]</li>
<li>No ticket: Finance see all brokers [Support]</li>
</ul>
<h1>1.8.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-292: Reworked cancellation calculations &amp; logics</li>
</ul>
<h1>1.7.2</h1>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-291: Future dated policies are impossible to be cancelled fix</li>
</ul>
<h1>1.7.1</h1>
<h2>Features</h2>
<ul>
<li>MMAX-287: Stratford report now lists the oldest-to-newest order of policies</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>No ticket: Handler &gt; Teams notification now prints x-origin header to identify from where the request has came from</li>
<li>MMAX-277: Handling of the Prorate calculation is changed to include both Flat &amp; Prorated cancellations. While the condition of &lt;= 30 days was removed from</li>
<li>MMAX-277: Covered the case with tests</li>
</ul>
<h1>1.7.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-121: Returned back the functionality of Moneris</li>
<li>MMAX-121: New pay methods: {MASTERCARD_MONERIS, VISA_MONERIS, AMEX_MONERIS}</li>
<li>MMAX-271: Slightly updated Dealer Resource to contain broker base info</li>
<li>MMAX-257: Improved Claim error message</li>
<li>MMAX-266: Claims widget logic</li>
<li>MMAX-244: Handled claim creation for organizations</li>
<li>MMAX-244: Written ClaimControllerTests</li>
<li>MMAX-244: Changed the notification on claim to reflect the Company name of FN/LN conditionally</li>
<li>MMAX-270: <a href="mailto:brooklynd@motomaxx.ca">brooklynd@motomaxx.ca</a> - user removed from the DB</li>
<li>MMAX-276: Seed dealer <code>Valley Mitsubishi</code>
</li>
<li>MMAX-255: Reworked reports to be of the same UI</li>
<li>MMAX-278: Corrections are now mirroring full reimbursement periods &amp; refund policies from their parents</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-268: User resource is fixed on brokers. Users that can see all brokers are no longer loading brokers relation, but loading all brokers instead</li>
<li>MMAX-269: Fixed default broker functionality</li>
<li>No ticket: Claim number check now includes policy origins. Same claim numbers are possible across different policies now + covered with a test</li>
<li>No ticket: Critical issue in claims creation process fixed</li>
<li>MMAX-275: Reset password fix</li>
</ul>
<h1>1.6.2</h1>
<h2>Features</h2>
<ul>
<li>MMAX-267: Changed the dictionary of the Dec page pay method</li>
</ul>
<h1>1.6.1</h1>
<h2>Admin</h2>
<ul>
<li>MMAX-262: Added a debugging method <code>Policy@whatIfRate</code> that will help to analyze Policies having wrong rates faster</li>
<li>MMAX-262: Reserved a test <code>what_if_rate_method_test</code> for the method <code>Policy@whatIfRate</code>
</li>
</ul>
<h2>Features</h2>
<ul>
<li>MMAX-260: Reworked edit dealer to actions boolean (<code>actions.edit_dealer</code>)</li>
<li>MMAX-260: All occurrences of <code>Role::MANAGER</code> in the code are paired with <code>Role::EXECUTIVE_MANAGER</code>
</li>
<li>MMAX-260: Reserved <code>executive_manager_can_do_not_less_than_manager</code> test to ensure an Executive Manager can do everything a Manager can do</li>
<li>MMAX-260: Reserved <code>support_can_do_not_less_than_admin</code> test to ensure a Support can do everything an Admin can do</li>
<li>MMAX-246: Banned user flag has been added to resources</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-262: Fixed issue with ledgers creation on endorsement &amp; other point where standard ledgers are created</li>
</ul>
<h1>1.6.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-256: New role <code>Executive Manager</code>
</li>
<li>MMAX-256: Fixed all tests in scope of the ticket</li>
<li>MMAX-256: Reworked role assignment mechanism</li>
<li>MMAX-256: Reworked User@scopeUserViewport. Now some roles can see some users only.</li>
<li>MMAX-256: Mechanism of attaching payload to VerboseException</li>
<li>MMAX-256: Refactored UserControllerTest tests</li>
<li>MMAX-256: Refactored a number of User model methods</li>
<li>MMAX-256: Reserved new tests in the UserControllerTest</li>
<li>MMAX-256: Users export should be fixed for taking in count the brokerage limitation</li>
<li>MMAX-256: Fixed Agent Sales, Management, Agent reports accrording to the Brokerage scope</li>
</ul>
<h1>1.5.3</h1>
<h2>Features</h2>
<ul>
<li>MMAX-245: PolicyPolicy@accessToPolicy is aligned to the access docs</li>
<li>MMAX-245: Login of the user that has no vision of all brokers + has no any broker assigned is now impossible</li>
<li>MMAX-245: PolicyController@index now uses the <code>userViewport</code> scope. So that if the user has no access to the Policy's broker = User has no access to the Policy</li>
<li>MMAX-245: Reserved tests <code>some_users_have_access_to_all_brokers_policies; banned user cannot login; user_that_has_no_brokers_and_has_no_access_to_all_brokers_cannot_login, banned_user_cannot_login</code>. Tests are now throwing a warning &quot;Not implemented&quot;</li>
<li>MMAX-240: Removed columns <code>policy_ledgers.{is_waived, original_amount}</code> that are not in use</li>
<li>MMAX-207: Changed order of columns in the Stratford &amp; Finance reports. <code>Dealer fees</code> are now before <code>Broker fees</code>; <code>CNC Upcharge Fees</code> are now before <code>Stratford fees</code>
</li>
<li>MMAX-237: Finance amount property improvements</li>
<li>MMAX-215: Broker Group filter in some requests</li>
<li>MMAX-249: Stratford`s report status column upgrade</li>
</ul>
<h1>1.5.2</h1>
<h2>Features</h2>
<ul>
<li>MMAX-239: User ban functionality instead of User soft deletes</li>
<li>MMAX-228: Sort agents by name in filters</li>
<li>MMAX-225: Users now have created by and updated by fields</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-231: Bug of chains new-cancelled-reinstate-cancelled-reinstate... is resolved</li>
<li>MMAX-231: Stratford &amp; Finance report were printing the wrong date (hh:ss instead of hh:mm). The data display issue only.</li>
</ul>
<h1>1.5.1</h1>
<h2>Admin</h2>
<ul>
<li>MMAX-214: Teams will be reported when Premium of the created policy != Ledgers sum</li>
<li>MMAX-234: All policies that have histories were updated according to the ticket's algorithm</li>
<li>MMAX-227: Fixed 17 Aryn Hoefele's policies</li>
<li>MMAX-236: Cancelled policies were updated to reflect cancellation for the Broker &amp; Dealer of its previous Policy History</li>
</ul>
<h2>Features</h2>
<ul>
<li>MMAX-232: Ability to create correction ledgers for SA</li>
<li>MMAX-232: Reflection of correction ledgers in Finance/Stratford reports</li>
<li>Transfer to IFS is possible now</li>
<li>Stratford / Finance reports are showing created_at to decrease confusion</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-232: Transfer flow fix. Correct statuses are applied to both policies after the flow done</li>
<li>MMAX-232: Finance report bug fixes</li>
<li>MMAX-232: Stratford report bug fixes</li>
</ul>
<h1>1.5.0</h1>
<h2>Admin</h2>
<ul>
<li>MMAX-222: Ledgers Index is shown in ledgers</li>
</ul>
<h2>Features</h2>
<ul>
<li>MMAX-208: [SN05539302, SN05539298, SN05538932, SN05538871] - made it appear in the May stratford report</li>
<li>MMAX-212: Some changes to Stratford &amp; Finance reports</li>
<li>MMAX-224: VIN number has been added to the Stratford report</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-209: Go Subaru &amp; Go Mitsubishi $200 diff in premium &amp; fees sum investigation</li>
<li>MMAX-211: Forced prorate never be &gt;1.00</li>
<li>MMAX-223: Fixed premiums, total_payables, finance_amts of policies in a chain of cancellations</li>
</ul>
<h1>1.4.5</h1>
<h2>Features</h2>
<ul>
<li>MMAX-198: Manager now have access to Agent Report</li>
<li>MMAX-198: Agent Report Query is optimized</li>
<li>MMAX-120: Temp command for generating cancelled policies created</li>
<li>MMAX-167: Base Dealers CRUD</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-206: whereDate replaced with where in the code to resolve some collisions in periods</li>
<li>MMAX-120: 30th day cancellation issue resolved</li>
</ul>
<h1>1.4.4</h1>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-201: Fixed cancellation amounts. Deduction ledgers were creating in the buggy way</li>
</ul>
<h1>1.4.3</h1>
<h2>Features</h2>
<ul>
<li>MMAX-188: Roles assignment tests coverage</li>
<li>MMAX-192: Finance now have access to Agent report</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-197: Fixed real policies query in reports</li>
</ul>
<h1>1.4.2</h1>
<h2>Features</h2>
<ul>
<li>MMAX-183: Policy Stats Report</li>
<li>MMAX-184: Exclude policies where first name 1/2 or last name 1/2 are ILIKE <code>test%</code>
</li>
<li>MMAX-184: <code>php artisan stats:generate</code> displays real policies only</li>
<li>MMAX-190: User with no role won`t login</li>
<li>MMAX-187: Token`s TTL is now 60 minutes</li>
<li>MMAX-187: When token is about to expire (&gt;0 &amp;&amp; &lt;450 seconds) - it will be refreshed automatically</li>
<li>MMAX-187: Removed session expired modal</li>
<li>MMAX-187: 401 responses will redirect to login page (inactivity + &lt;0 TTL)</li>
<li>MMAX-186: IFS Record manipulations improvement &amp; better docs in the accesses table. IFS can be also rolledback now</li>
<li>MMAX-185: Lessor updatable</li>
</ul>
<h2>Bugfix</h2>
<ul>
<li>Fixed an issue with cancel policy on exact date</li>
</ul>
<h1>1.4.1</h1>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-191: issue with users have no roles resolved</li>
</ul>
<h1>1.4.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-119: Account Technician Role introduced</li>
<li>MMAX-119: Dropped concepts of &quot;Above&quot; and &quot;Below&quot; roles as 3/8 of all roles are now not linear (While 5/5 were linear on time of impl)</li>
<li>MMAX-119: Some changes to user roles done according to the request of the ticket</li>
<li>MMAX-152: Support Role &amp; Support Report</li>
<li>MMAX-168: Broker CRUD introduced</li>
<li>MMAX-168: Each broker has Dealers list (Start of Dealers CRUD)</li>
<li>MMAX-168: In scope of this task all API clients on the FE are reworked to static</li>
<li>MMAX-179: Dec page received pay method info as a bullet in the bullets list under the pricing details</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-182: Removed duplicate users with different-case emails (2 users)</li>
<li>MMAX-182: Create user now forces email to lowercase</li>
</ul>
<h1>1.3.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-172: Reassignment process sets updater &amp; creator</li>
<li>MMAX-173: Finance and Stratford reports are driven with new filters</li>
<li>MMAX-174: Policy Stats added to Fin &amp; Stratford reports</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-170: Fixed value was not editable</li>
<li>MMAX-171: Endorse flow uses Policy's pay method in a correct way now</li>
<li>MMAX-169: Reworked the way of generating a dec page. Now triggers are in Policy events: [created, updated]</li>
<li>MMAX-169: TCPDF usage reworked to use different class from the library to avoid of static methods in use</li>
<li>MMAX-169: Some tests are fixed according to the new rules in other MMAX-169 action items</li>
<li>MMAX-175: On status update + If the status is not cancelled = Policy cancelled at will be set to null</li>
<li>MMAX-175: Old policies, that are not cancelled -&gt; set null in cancelled_at</li>
<li>MMAX-176: Update broker is not happening in Edit policy fix</li>
</ul>
<h1>1.2.6</h1>
<h2>Admin</h2>
<ul>
<li>Stats command fixed</li>
</ul>
<h2>Features</h2>
<ul>
<li>MMAX-165: Change Dealer's name</li>
<li>MMAX-164: Editable First Name 2 &amp; Last Name 2</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-142: Hide finance term at the application page when not IFS</li>
<li>MMAX-163: Policy Ledger index is now also taking trashed PolicyLedger's index values to calculate the next index value.</li>
<li>MMAX-161, MMAX-162: Claim page fixes (email validation related)</li>
</ul>
<h1>1.2.5</h1>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-160: Agent and Management reports are fixed on custom date ranges</li>
</ul>
<h1>1.2.4</h1>
<h2>Features</h2>
<ul>
<li>Improvement: Agent report includes all agents by default when the issuer is not an Agent (Admin / SA).</li>
</ul>
<h1>1.2.3</h1>
<h2>Features</h2>
<ul>
<li>MMAX-157: Existing policies to get IFS Service Fee ledger</li>
<li>MMAX-154: Transfer IN &amp; Transfer OUT columns added to Fin report</li>
<li>MMAX-159: Agent report can be used by ADMIN too now</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-158: Fix. Policy page was requesting users when the user is not eligible to request it</li>
</ul>
<h1>1.2.2</h1>
<h2>Features</h2>
<ul>
<li>MMAX-141: Async notifications</li>
<li>MMAX-141: Reload policy page on adding a subresource</li>
<li>MMAX-127: Application with Quote</li>
<li>MMAX-156: Expanded notification codes that are a subject of reporting to teams</li>
<li>MMAX-138: Updated <code>Maxxam Insurance Services (Nanaimo) Ltd.</code> address &amp; postal code</li>
<li>MMAX-150: Added new columns to Agent report</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-149: Broker &amp; Dealer filters fixed in Agent Sales Report</li>
</ul>
<h1>1.2.1</h1>
<h2>Features</h2>
<ul>
<li>MMAX-146: Endorsement flow fetches the application data from the donor policy</li>
</ul>
<h2>Bugfix</h2>
<ul>
<li>MMAX-139: History &amp; Active policies badges fix</li>
<li>Fixed Finance term text of 36 months-length Policy term. <code>36 Months</code> -&gt; <code>35 Months</code>
</li>
<li>MMAX-149: Finance term bug fixed on quick quote</li>
<li>MMAX-145: Added dealer <code>Willowbrook Motors USED</code>
</li>
<li>MMAX-147: Policy badges fixes &amp; improvements</li>
</ul>
<h1>1.2.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-129: IFS Record is now available for &gt;= Admin</li>
<li>Edited the accesses document. See 2023-05-08</li>
<li>MMAX-134: Transfer to IFS quote scenario removed</li>
<li>MMAX-134: Transfer is now available only for fully paid policies
<ul>
<li>Endorse is back and aligned. The endorsement amount is equal to the DEBIT - CREDIT amounts of the policy.</li>
<li>Example 1: A policy that has $0.00 payments in sum will say that the endorsement amount is $0.00. It can be used for changing brokers/dealers/any other terms</li>
<li>Example 2: A policy that has cash payment $1000 (fully paid) can be endorsed and the endorsement amount will show $1000Example 3: A policy that has cash payment $1000 (fully paid) and a payout $400 the endorsement amount will show $600</li>
</ul>
</li>
<li>MMAX-134: Edited the accesses document to reflect those changes. See 2023-05-09</li>
<li>MMAX-122: Policy wording document changed</li>
<li>MMAX-121: Moneris payments are integrated in the Backend, while have no refflection on the UI yet.</li>
<li>MMAX-133: Added dealer <code>Reg Midgley Kia (Lower)</code>
</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-131: Combined payments issue resolution</li>
<li>MMAX-128: Enable to update VIN number resolution</li>
<li>MMAX-132: Cancel future policies fix</li>
</ul>
<h1>1.1.0</h1>
<h2>Features</h2>
<ul>
<li>MMAX-110: Allow view and edit vehicle value</li>
<li>MMAX-116: Management report upgrade</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>MMAX-126: Premium is used instead of Total Payable on the dec page</li>
<li>MMAX-118: Finance Report show wrong effective &amp; expiry dates</li>
</ul>
<h1>1.0.1</h1>
<h2>Features</h2>
<ul>
<li>Improved Management report</li>
</ul>
<h1>1.0.0</h1>
<h2>Features</h2>
<ul>
<li>Policy's dec page changed</li>
<li>Policy Numbers sequence restarted to 5538628</li>
<li>Policy list order is now from latest to oldest. Reference sorting is ignored.</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>Vehicle's Year = {CurrentYear + 1} is now a valid value for the application promotion</li>
<li>Vehicle's Year = {CurrentYear + 1} is now a valid value for the policy update</li>
<li>Vehicle's Year = {CurrentYear + 1} is now a valid value for the claim create</li>
</ul>
<h1>0.18.3</h1>
<h2>Features</h2>
<ul>
<li>Car year threshold is now inclusive, so that 2018 (now is 2023) cars are eligible for 36 - 96 months</li>
<li>A policy now will have 8 digits mask instead of 6</li>
<li>Existing policies</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>IFS Contract btn (orange IFS) appearance fixed</li>
<li>Policy Edit &gt; Reassign &gt; User Search fixed</li>
<li>Admin and above can update policy vehicle's value</li>
<li>Policy notes are now loading on policy load</li>
<li>IFS Record controller fixed</li>
<li>Typo in the IFS form fixed. <code>broker.if_no -&gt; broker.ifs_no</code>
</li>
</ul>
<h1>0.18.2</h1>
<h2>Features</h2>
<ul>
<li>UserActionsResource used in UserResource &amp; UserReferenceResource to generalize the auth stuff.</li>
<li>Application now has <code>Effective From</code> as the first input field. It can be used to set future-active policies.</li>
<li>Update policy is possible if the policy in the future</li>
</ul>
<h1>0.18.1</h1>
<h2>Bugfixes</h2>
<ul>
<li>Policy dec page &gt; Broker's address was taken from Insured address - fixed</li>
<li>Policy dec page &gt; When lessor name is empty - other fields will be empty too - fixed</li>
<li>Policy edit page &gt; <code>Last Name</code> -&gt; <code>Full name</code> - fixed</li>
</ul>
<h1>0.18.0</h1>
<h2>Features</h2>
<ul>
<li>Policy Dec Page v2</li>
</ul>
<h1>0.17.0</h1>
<h2>Features</h2>
<ul>
<li>Dealer groups introduced</li>
<li>Each dealer is now assigned to group</li>
<li>Each dealer group has a set of fee adjustments</li>
<li>Each dealer gets fee adjustments through dealer groups now</li>
<li>Each policy price is calculated with help of those groups now</li>
<li>The Stratford report now showing Premium named as Total Payable to resolve IFS Fees diff</li>
</ul>
<h1>0.16.0</h1>
<h2>Features</h2>
<ul>
<li>Stratford report</li>
<li>Rethink of fee adjustments &amp; alignment with the broker-dealer-fee description table</li>
<li>Wolfe Mazda &amp; Wolfe All Make Sales are now eligible for $475 dealership fee</li>
</ul>
<h2>Bugfixes</h2>
<ul>
<li>Report menu item access reworked to roles-based access</li>
</ul>
<h1>0.15.1</h1>
<h2>Bugfix</h2>
<ul>
<li>Some FE bugfixes on quick quote</li>
</ul>
<h1>0.15.0</h1>
<h2>Feature</h2>
<ul>
<li>Refactored fee adjustments fetcher to also grep brokergroup's fees even if they are not whitelisted for a dealer.</li>
<li>Totals added to finance report</li>
<li>IFS Chargeback value of &quot;credit&quot; added when there is a financed IFS record detected. IFS &quot;debit&quot; is when the IFS policy is cancelled. &quot;Debit&quot; wil ALWAYS be less then &quot;Credit&quot;</li>
<li>
<code>IFS Fee</code> column added to the finance report</li>
<li>Grand total of Total Payable = All fees columns total except <code>IFS Fee</code>
</li>
</ul>
<h2>Bugfix</h2>
<ul>
<li>Fixed the broker <code>Sussex North Island - Campbell River (WM)</code>, whose dealers had brokerage fee of non-sussex</li>
<li>Fixed policies seeder on IFS rates</li>
<li>Payout calculation on IFS cancellation fixed</li>
</ul>
<h1>0.14.0</h1>
<h2>Features</h2>
<ul>
<li>CNC Upcharge fee is now of a dedicated earning group</li>
<li>Fee Adjustments table &gt; added column <code>available_from</code>
</li>
<li>Policy Generator column added</li>
</ul>
<h2>Bugfix</h2>
<ul>
<li>Fixed dealers that had no fee adjustments</li>
<li>Fixed Private &amp; Non Private fee adjustments fetching relation</li>
</ul>
<h1>0.13.0</h1>
<h2>Features</h2>
<ul>
<li>Add payment &gt; Quick actions &gt; Fully paid action added</li>
<li>You cannot create payments if the policy is fully paid</li>
<li>Fully paid policy is a policy having ledgers of type PAYMENT &gt;= policy's amount</li>
<li>Gate tunned to say if you can do payment based on isPaid()</li>
<li>Primary (Paid) and Danger (Not Paid) markers added to the header line in the policy edit page</li>
<li>Load Payments on the load policy have been added (fixed)</li>
<li>Quick Quote scenario TRANSFER_TO_IFS prepared</li>
<li>Quick Quote tooltips removed</li>
<li>Added Mutation columns to the Finance Report</li>
<li>Single Select bug fixed (vue 3 related stuff)</li>
<li>Override quote fix</li>
<li>Edit btn when Cancelled policy is now removed</li>
<li>Quick Quote &gt; Transfer scenario &gt; IFS is disabled</li>
</ul>
<h1>0.12.1</h1>
<h2>Bugfix</h2>
<ul>
<li>Purchase Date in the policy edit page is now of the format m/d/Y</li>
</ul>
<h1>0.12.0</h1>
<h2>Admin</h2>
<ul>
<li>Dropped the <code>users_dealers</code> table</li>
<li>BrokerPolicy created</li>
<li>Dealer access is always depends on BrokerPolicy</li>
</ul>
<h2>Features</h2>
<ul>
<li>Added column <code>policies.cancelled_at</code>
</li>
<li>Finance report is upgraded to be closer to the legacy report</li>
<li>Application access is now Gate Driven</li>
<li>Application store now has a validation on BE side</li>
<li>Tests are adjusted for Applications</li>
</ul>
<h1>0.11.0</h1>
<h2>Admin</h2>
<ul>
<li>Localstack S3 added</li>
</ul>
<h2>Features</h2>
<ul>
<li>Policy PDF generation &amp; storing on S3 on saved Policy</li>
<li>S3 storage service</li>
<li>Attachments refactoring to S3-driven stuff</li>
<li>Temp URL for policy deck pages</li>
<li>Policies &amp; Users are now role-driven access first (without permissions involved)</li>
<li>Removed redundant permissions of Users &amp; Policies (with dependant resources)</li>
<li>Basic attachments download refactoring to S3. Might be buggy</li>
</ul>
<h2>Bugfix</h2>
<ul>
<li>PDF deck page is now generated with a height ratio 1.15 instead of 1.25. That allows long insurer names to be possible.
As well, that allows any other content to be a bit bigger.</li>
<li>Fixed some bugs when jumping between different accounts - brokers calculations were wrong.</li>
<li>Year change was not triggering Terms recalculation</li>
<li>Removed redundant columns from policies, applications tables. the column is <code>full_premium</code> that was always <code>0</code>. In the same time we still have <code>total_payable</code> playing its role</li>
<li>Update policy fixed to workability. A couple of issues were discovered previously: if no email - update was impossible. If IFS - update was impossible.</li>
<li>Attachments download fixed and moved under policies resource control.</li>
</ul>
<h1>0.10.1</h1>
<h2>Admin</h2>
<ul>
<li>GateBus service for transferring message from Gate to FormRequest</li>
<li>MMAXFormRequest main FormRequest template, extended by all Form Request. Working with the GateBus.</li>
<li>Policy endpoints test coverage</li>
</ul>
<h1>0.10.0</h1>
<h2>Features</h2>
<ul>
<li>[Adjuster, Underwriter, Agent, Finance] cannot index users.</li>
<li>[Manager] can see users of roles [Agent] having relation to their brokers</li>
<li>[Admin] can see all except [Admin, Super Admin] on index</li>
<li>[Super Admin] can see all users on index</li>
<li>[Adjuster, Underwriter, Agent, Finance] cannot CRUD</li>
<li>[Manager] can CRUD [Agent] users under their own brokerage scope.</li>
<li>[Admin] can CRUD all except [Admin, Super Admin] users + any brokers</li>
<li>[Super Admin] can CRUD all users + any brokers</li>
<li>User destroy self is not available for anybody</li>
<li>Self-update is not available for anybody</li>
<li>Backend is now responsible for giving access info on resources: [User, Policy]</li>
<li>Finance report: added columns Dealer &amp; Broker (names)</li>
<li>Maintenance page &amp; UI tooling</li>
<li>
<a href="https://app.diagrams.net/#G1BRtMZLm1lvzbETroogmyeydJAO67KPaL">Policy accesses diagram</a>
</li>
<li>hd logo used on the policy.blade.pdf (Deck page)</li>
<li>User &amp; Policy Policies are driven with Roles access instead of Permissions access</li>
</ul>
<h1>0.9.1</h1>
<h2>Bugfixes</h2>
<ul>
<li>Added permission <code>policies reassign</code> to [<code>Manager</code>, <code>Admin</code>, <code>Finance</code>, <code>Super Admin</code>]</li>
<li>Fixed current tests</li>
<li>Replaced failure on not implemented test to warning in order to track tests better</li>
</ul>
<h1>0.9.0</h1>
<h2>Features</h2>
<ul>
<li>FE AppNotification is now static</li>
<li>FE AppNotification now has a queue of tasks. Behaves smoothly</li>
<li>FE AppNotification refactored to static everywhere</li>
<li>FE AppNotification reset on route change</li>
<li>Underwriter basic report introduced</li>
<li>Beautify Agent &amp; Underwriter reports</li>
</ul>
<h1>0.8.0</h1>
<h2>Feature</h2>
<ul>
<li>The car from reset pwds is now gone...</li>
<li>Reset password wording fix to <code>Enter your email to get instructions!</code>
</li>
<li>Multiselect component restyling and fixing some edge cases</li>
<li>Quick Quote refactoring. Now uses Single select &amp; Multi select components</li>
<li>Application Edit &amp; Policy pages aligned to Quick Quote data</li>
<li>Policy Terms are now a driver for Finance Term texts (e.g. 59 Months is coming from the BackEnd)</li>
<li>Current broker selector is now Single Select</li>
</ul>
<h2>Bugfix</h2>
<ul>
<li>Fixed a number of issues on the policy page. Mainly removed controls from history policy in order to avoid of any actions vs policies</li>
<li>Fixed critical IFS issue when credit term was taken from <code>term</code>, but not <code>finance_term</code>. That still allowed credits for 96, 84, 72 months.</li>
<li>Finance Term on Application Edit page is not editable now</li>
<li>Fixed css issues on small devices with the header</li>
</ul>
<h1>0.7.0</h1>
<h2>Admin</h2>
<ul>
<li>Fixed SUPERADMIN cannot see edit payment type &amp; dealer. Now can.</li>
<li>Notification on 500 errors to Teams</li>
</ul>
<h2>Features</h2>
<ul>
<li>Session expiration modal window to obtain new session token.</li>
<li>Policy PDF &gt; Replaced Statford's logo with MotoMaxx's logo</li>
<li>Added name and email to the app's header</li>
<li>Agent report &gt; Added a table of policies.</li>
</ul>
<h1>0.6.0</h1>
<h2>Features</h2>
<ul>
<li>
<p>Users filter &quot;By Broker&quot;</p>
</li>
<li>
<p>Users export tool</p>
</li>
<li>
<p>New users added according to the list of new users <a href="database%2Fmigrations%2Fsources%2Fuser_brokers_03282023.csv">user_brokers_03282023.csv</a></p>
<p>Dev Comment: Brokers are all existing. Some users are existing.
Created missed users with a role <code>agent</code>
For each user from the list assigned default broker from the list provided.</p>
</li>
<li>
<p>1G1PE5SB3D7103883 will give 2 options
Dev comment: Used Multiselect component</p>
</li>
<li>
<p>For policy where insured type = Organization should not have to enter first/last name.</p>
<p>Dev comment: ORGANIZATION vs PERSONAL are now using different input sets. ORGANIZATION operates with last name only on both create/update applications
While PERSONAL uses last_name &amp; first_name on both.
However, ORGANIZATION is writing a company name to &quot;last_name&quot;, just labels it as &quot;Company name&quot;</p>
</li>
<li>
<p>In reality store Company Name in Last Name field</p>
<p>DevComment: Related to the prev item</p>
</li>
<li>
<p>Add New Quote button on Policy screen to direct to a new Quick Quote</p>
<p>Dev comment: Near print PDFs btns</p>
</li>
<li>
<p>Remove Contract Length and Residual Value fields from Application screen</p>
<ul>
<li>For Broker = Nanaimo add Dealer:
Harris Oceanside Chevrolet Buick GMC Ltd.
PO Box 627 STN MAIN
Parksville, BC, V9P 2G7</li>
</ul>
</li>
<li>
<p>Add Banks:</p>
<ol>
<li>Toyota Credit Canada, 80 Micro Crt, Markham ON L3R 9Z5, Canada</li>
<li>Hyundai Capital Lease, Unknown address Vancouver BC</li>
</ol>
</li>
</ul>
<h1>0.5.0</h1>
<h2>Features</h2>
<ul>
<li>Endorsement working</li>
<li>Transfer working</li>
<li>Reinstate working</li>
<li>Hide reinstate btn on the policy page</li>
<li>Hide payout btn for active policies</li>
</ul>
<h2>Bugfix</h2>
<ul>
<li>Premium now includes BROKER &amp; DEALER ledgers type</li>
<li>PDF effective &amp; expiry dates are now in Policy's TZ (2023-03-29T17:00:00-07:00 was printed as 03-30 into the PDF, now it's 03-29)</li>
</ul>
<h1>0.4.0</h1>
<h2>Features</h2>
<ul>
<li>Base reinstate the ability</li>
<li>Ledgers reacting on cancellation in a better way</li>
<li>Finance report has a new &quot;Order&quot; column to reflect the order of policy histories</li>
</ul>
<h1>0.3.2</h1>
<h2>Bugfix</h2>
<ul>
<li>User list is now paginated</li>
<li>User edit -&gt; returned &quot;Role&quot;</li>
<li>Policy History ledgers working correctly now</li>
<li>Policy payments &amp; payouts are now working correctly with Policy Histories</li>
</ul>
<h1>0.3.1</h1>
<h2>Features</h2>
<ul>
<li>New permission <code>agent-sales reports create</code> introduced</li>
<li>User can see Agent Sales report if has permission <code>agent-sales reports create</code>
</li>
<li>Permission <code>agent-sales reports create</code> assigned to <code>admin</code> and <code>finance</code>
</li>
<li>Transfer policy is now only available for policies in status <code>Cancelled: Transfer</code>
</li>
<li>Reinstate policy is now available for all cancellation types except {<code>Cancelled: Transfer</code>, <code>Cancelled: Journal</code>}</li>
<li>Policy Payment can be created without a note</li>
<li>History policies now able to show their ledgers</li>
</ul>
<h1>0.3.0</h1>
<h2>Features</h2>
<ul>
<li>Superadmin to be able to wear any role tool</li>
<li>Application Edit page uses Backend validation only. Frontend is aligned to catch all the errors the backend sends to it.</li>
<li>Notification of Validation Error(s) standard message is created</li>
<li>Notification of Validation Error(s) is applied on the Application Edit page</li>
<li>Application Edit &gt; Fields &quot;VIN&quot;, &quot;Odometer&quot;, and &quot;Value&quot; are locked for an update for roles below <code>Manager</code>.
It is done in order to warrant the chain Quote -&gt; Application -&gt; Policy is not changing the subject in the middle of the way</li>
<li>Application Promotion to Policy endpoint now has validation</li>
</ul>
<h1>0.2.1</h1>
<h2>Bugfix</h2>
<ul>
<li>Application show now uses permission APPLICATIONS_READ, which is a proper one</li>
<li>Threshold values are casted to integers</li>
<li>Debugging logs added for the FE on threshold odometer</li>
</ul>
<h1>0.2.0</h1>
<h2>Features</h2>
<ul>
<li>Policy cancel max date = today.</li>
<li>Policy Edit &gt; Added Phone &amp; Email to editable fields</li>
<li>Search Applications, Search Policies, Search Claims pages are using datatable component now
and will paginate data &amp; present data in a more common way</li>
<li>Removed a possibility to do flatten actions: Transfer, Reinstate. Instead need to do cancellations first</li>
<li>Payout btn added to a Policy page. Payout can be done for any policy state.</li>
<li>Add Payment refactored to &quot;Received&quot;. Means when policy is active there are possible payments in.
e.g. it can be a Full Payment for a policy.</li>
</ul>
<h1>0.1.0</h1>
<h2>Features</h2>
<ul>
<li>Default Broker for Users. In User &gt; Edit you can find a you select with a default broker.</li>
<li>Changed the behaviour of Users pages. Allowed self-searching and looking.</li>
<li>Limited abilities for self updates/deletes. Cannot delete self. Cannot update own role &amp; brokers list.</li>
</ul>
<h2>Bugfix</h2>
<ul>
<li>Bug with refund calculations fixed. Was calculating the refund wrong</li>
</ul>