CDM+ 12.2.0
Released on December 09, 2024
Download links
macOS | Windows |
---|---|
CDM+ 12.2.0.12156 |
CDM+ 12.2.0.12156 |
Installation Steps
Step 1: Check system requirements
CDM+ 12.2. requires Data Hosting. Data Hosting is included with every CDM+ Plan at no extra charge.
macOS
macOS 10.15 Catalina
macOS 11 Big Sur
macOS 12 Monterey
macOS 13 Ventura
macOS 14 Sonoma
macOS 15 Sequoia
CDM+ runs natively on Apple Silicon and Intel.
Windows
Windows 10 x64 (1703 or later)
Windows 11 x64
Windows Server 2019 x64
Step 2: Download the installer
Click the link above to download the installer for your platform.
Step 3: Install the new version
Follow the Installing CDM+ guide to install CDM+. This will remove previous versions of CDM+ from your computer.
Step 4: Update your database(s)
Open CDM+ and update your database(s) to the current version.
CDM+ 12.2 Highlights
Check out What's New in CDM+ 12.2 !
Issues resolved in CDM+ 12.2.0
Aatrix
- CDM-12395 Story - Always use AEF for Aatrix
Access
- CDM-12053 Bug - Change password does not work for update authentication
- CDM-11881 Story - Create view for ucc.conference_staff
- CDM-12325 Story - Update acp so address.address fieldmanager settings has masterCodeType
- CDM-12364 Story - Add ACP to CDM+ databases
- CDM-12674 Story - Add role_fk and role_fk_table to acp.user_role_actor_link
- CDM-12682 Story - Update policy evaluation to take criteria into account
- CDM-12698 Story - Fix typo in reference policies
- CDM-12706 Story - Special function to run ACP role migration
- CDM-12713 Story - Add context json column to acp.role to define table and column to use for role link context
- CDM-12725 Story - Add status to regional.region
- CDM-12746 Story - Fix policy actions for Access UCC
Accounting
- CDM-11652 Story - Enhance the browser window to support a custom protocol
Accounts Payable
- CDM-10896 Bug - Write an A/P check for $1,000,000.00 and the written amount is incorrect
- CDM-11654 Story - UID 13179 Vendor Import Function
- CDM-12003 Story - Vendor Import for UID 13179
Accounts Receivable
- CDM-11998 Bug - Customers linked to multiple individuals may not be able access Engage billing
- CDM-12488 Bug - Cannot reverse a failed AR payment if there is a AR statement encompassing the transaction date
Administration
- CDM-12357 Bug - Encryption option is not available in Beta 11
Archiving
- CDM-11876 Bug - Yes/no search fields that are short integers on the backend do not work as search criteria when archiving
Attendance
- CDM-10561 Bug - Cannot change the attendance date for an Event in Event Attendance Entry
- CDM-11576 Bug - Selecting a group for attendance in Mobile Administration closes the group type list
- CDM-11680 Bug - Renamed Church School Class doesn't show in Mobile Attendance list
Backup/Restore
- CDM-12436 Story - Move pg_dump call to API
COG Regional
- CDM-11996 Bug - SQL error when disabling ACH on a Church Record in COG
- CDM-11890 Story - Automatically enable ach info when ACH is on and there is no ach info
- CDM-11891 Story - Dont leave change mode when there is an error saving ACH info
COGBB
- CDM-12118 Story - COGBB Data Structures
Chart of Accounts
- CDM-12544 Bug - Accounts in use can have their type changed
- CDM-6387 Story - Ability to Load a Default Chart of Accounts
Contributions
- CDM-9824 Bug - Contribution Line Statements problem with cutting data off/wrapping incorrectly
- CDM-10091 Bug - Actual vs Pledge using the 'From' date in its search even when 'All Gifts' is toggled
- CDM-10861 Bug - Fields used in Pledge Email Report are NOT Populating Correctly
- CDM-10862 Bug - Pledge Email Report throws Error when using the "Remaining Balance" field when you try to email
- CDM-10979 Bug - Allow giving statements to be transitioned from `Unpublished` to `Replaced`
- CDM-11015 Bug - Can access the People Profile when in the Giving Unit Records window
- CDM-11465 Bug - Payment Method Not Saved when Guest Gift is Process through the Process Pending Contributions Queue
- CDM-11467 Bug - Reversing a fcPendingGiftDetail record in the payment processor fails if there is more than one detail line
- CDM-11532 Bug - fcRecurringSetup can return multiple records with the same id when there are multiple account holder links
- CDM-11538 Bug - Error merging if the source donor has a dummy account from migration
- CDM-11562 Bug - Giving Unit merge fails when the database has no pay.merchant account
- CDM-11633 Bug - Contributions Custom Listing can throw a 'division by zero' error when printing Estimated Fees column
- CDM-11752 Bug - Giving detail dates can disagree with transaction dates
- CDM-11782 Bug - Changing a contribution does not preserve fee information correctly
- CDM-11821 Bug - Error when merging giving units without pay.merchant record
- CDM-11862 Bug - Creating an account for a giving unit created in CDM does not update donor guid
- CDM-11868 Bug - Giving Unit Selection box is not visible in the Generate Donation Receipts window
- CDM-11923 Bug - Merging donors does not merge account holders if the destination donor does not link to an account holder.
- CDM-11984 Bug - Merging donors can throw an error when one pay account holder links to multiple record types
- CDM-12607 Bug - Adding new detail lines to an online gift throws an error
- CDM-12778 Bug - Changes to sort order of Giving Funds inside CDM does not save if there are a lot of funds to sort
- CDM-11601 Story - Add fk check and cascading clear for fcgivingdetail.fcpendinggiftdetail_id
- CDM-11690 Story - Expose the Send Statement field for finds, results, and export in Essentials
- CDM-11803 Story - Update Pledge frequency "bi-monthly" to "bi-weekly"
- CDM-11836 Story - Add Deleted as a valid status for giving statements
- CDM-11850 Story - Create trigger to update giving statement status upon soft deletion of a batch. Also omit 'Deleted' statuses from results related to giving statements/batches
- CDM-11879 Story - Enhance fcgivingdetail_validate to fail fast if posted value is not changing
Custom Listing
- CDM-11893 Bug - Names are repeated multiple times in Contribution Custom Listing and Export when adding Individuals field
- CDM-12069 Story - Migration to clean up accounts where giving unit code is in name_on_card
- CDM-12250 Story - Enhance contribution entry memo fields
DOC General Ministry Positions
- CDM-11841 Bug - Integrity checks for validating multiple gender selection not working
- CDM-12609 Story - Database functions to send emails for expiring ministry positions
DOC Ministers
- CDM-9610 Bug - SQL error occurs when searching on Ordination Date
DOC Ministers (General)
- CDM-9561 Bug - Gender may not appear correctly in a DOC General results list
- CDM-11840 Bug - Changes to Work Location do not update Previous Position data in DOC General
- CDM-11947 Bug - Receiving duplicate staff ref notifications
- CDM-12132 Bug - Processing Change Sets for Credential Region throws SQL Error
- CDM-11748 Story - Change Oversight Transfer Notification Email Address
- CDM-11986 Story - Don't clear primary region of oversight when clicking 'Update Previous from Current'
DOC Ministers (Regional)
- CDM-11496 Bug - In DOC Regional version, Occupation Type shows as a text field
- CDM-11665 Bug - Term License Expire in DOC database does not change when changed in System Preferences
DOC Regional Ministry Positions
- CDM-11951 Bug - DOC Regional Positions Still Active after Removal
DOC Yearbook
- CDM-12464 Story - Add birthdate column to chaplaincy.annual_report
Data Import
- CDM-12678 Story - Reset sequences when importing fieldmanager data
Database API
- CDM-12205 Bug - designation_detail_with_contact_info endpoint contains duplicate results if the donor has multiple individual links
Database Browser
- CDM-11540 Bug - A particular settings database can show databases linked to multiple hosting accounts
- CDM-10251 Story - Get the number of connections for a hosted database from the API
- CDM-11806 Story - Remove the ability to backup and restore from within CDM+ Desktop
Database Integrity
- CDM-10153 Bug - Resetting sequences won't reset an empty table
Deployment
- CDM-11650 Story - Tag main for CDM+ 12.2.0
Direct Deposit
- CDM-12238 Bug - Validation throws error when running payroll for some users
Documentation
- CDM-12683 Bug - Broken Link behind Help button when Configuring Ranges
- CDM-11968 Story - Link Standard Help Center to Standard Serialized Databases.
- CDM-11969 Story - Link Essentials Help Center to Essential Serialized Databases
Engage
- CDM-11420 Story - Expose the Expiring Cards feature in CDM+ Desktop
- CDM-11539 Story - Add digest_password column to engage.user
- CDM-12012 Story - Add data point for storing organizations's contact information on engage.settings
Error Reporting
- CDM-12490 Story - Generate ERR report via Jira rather than Emailing
Event Registration
- CDM-10032 Bug - Make the Church drop-down on the Event Registration a 'Contains' search rather than a Begins with search
- CDM-11703 Bug - Payments tab on Registration Entry does not consistently calculate correctly
- CDM-11861 Bug - Payments with negative amounts do NOT appear in Registration Entry window
- CDM-11869 Bug - Registration balance due is including the Processing Fee
- CDM-11878 Bug - Processing Fee & Event Fee labels do not appear on the Registration Entry window
- CDM-12047 Bug - Cannot upgrade UID 6413 database
- CDM-12251 Bug - Master Listing Report balance due is including the Processing Fee
Field Manager
- CDM-11928 Story - Create fieldmanager databases
- CDM-11929 Story - Field Manager foreign data wrapper
- CDM-11936 Story - Ability to stage fieldmanager changes
- CDM-12015 Story - Build a database function to return fieldmanager data to the API
- CDM-12032 Story - Add Notes Column to address.address Table
- CDM-12209 Story - Migrate data to fieldmanager.function return foreign-key columns and fieldmanager.function_parameter
- CDM-12215 Story - Create fieldmanager.function_parameter table
- CDM-12216 Story - Replace return_fieldmanager_type_id with return_fk and return_fk_table columns on fieldmanager.function
- CDM-12217 Story - Apply data structure changes to data wrapper
- CDM-12268 Story - Move mock field manager from API to database function
- CDM-12333 Story - Add unique indexes to fieldmanager tables currently used by the SWF and remove existing duplicate records.
- CDM-12334 Story - Implement cascading deletes for fieldmanager tables
- CDM-12341 Story - Update mastercode_id to mastercode_key in fieldmanager
- CDM-12343 Story - Update `address.address.[state,country].type` settings
- CDM-12345 Story - Update `fm3.update_yearbook_info()` to set `renderMap` properly
- CDM-12348 Story - Rename `name` setting to `reference` for all `fieldmanager.column` records
- CDM-12349 Story - Added `total_associations` and `total_churches` to declared fields setting for multi_conference table.
- CDM-12351 Story - Correct duplicate table names in Field Manager v3
- CDM-12355 Story - Update ucc.minister_data as optional demographics in the fieldmanager
- CDM-12424 Story - Remove fieldmanager.logon and fieldmanager.logoff
- CDM-12434 Story - Add a "publish" column to address.address_link
- CDM-12437 Story - Set required columns in the field manager for the big 5 Data Hub records
- CDM-12491 Story - Update fieldmanager config to use Term support
- CDM-12548 Story - Add endorsements to fieldmanager
- CDM-12555 Story - Add fieldmanager changes to display fitness review
Finds
- CDM-12613 Bug - An advanced find on address records can produce incorrect results
Installers
- CDM-10259 Story - Eliminate managing a template database
Ledger
- CDM-11119 Bug - Deposit Processing doesn't reflect one-time charges correctly
- CDM-11268 Bug - Label for voided ledger entries displays the reference number for the original voided record
- CDM-11355 Bug - Deposit Processing closes when the 'Back' button is clicked
- CDM-11382 Bug - Deposit Listing Report does not wrap the Description Text
- CDM-11466 Bug - Deposit Processing displays pay.schedule.external_id in the 'Transaction ID' column
- CDM-12022 Bug - Unable to post contributions to ledger in Essentials
- CDM-12040 Bug - Last line shows twice on Deposit Listing when sorted by Transaction Date
- CDM-12111 Bug - An error can occur running Ledger to Budget Comparison report
- CDM-12724 Bug - Making a change to a bank rec if there is a negative entry on the Bank Charges tab causes an out of balance ledger entry
- CDM-12004 Story - Ledger Import Sidebar Action for 13179
- CDM-12005 Story - UID 13179 Ledger Import Function
Login
- CDM-11779 Bug - User limit isn't enforced correctly
- CDM-11805 Story - Require Hosting
Master Coding System
- CDM-9547 Bug - Master Coding System doesn't use terms support for Regions
- CDM-12240 Story - Create new mastercode type classification
- CDM-12608 Story - Create a new version of validate_mastercode_pair for address
Membership
- CDM-9333 Bug - Adding a new staff code to Visitation Records prevents the save
- CDM-9424 Bug - A newly added Region Type is not showing in the Region drop-down when the Conference/Association Records window is already open
- CDM-9509 Bug - Adding a Title on the fly in UCC Approval database causes error
- CDM-9774 Bug - A SQL Error occurs searching on Gender in Individual Summaries
- CDM-10868 Bug - Print button missing in left sidebar on Address Records
- CDM-11406 Bug - Cannot merge individuals if one has a blank user name
- CDM-11509 Bug - Code appears instead of term for Membership on Welcome to Membership window
- CDM-11711 Bug - SQL error can occur when search Individual Summary by Address
- CDM-11763 Bug - Can update fmindividual.gender_desc to be a value that doesn't match the list in gender
Mobile Provisioning
- CDM-12219 Bug - Mobile notification body does not contain reminder text
- CDM-11888 Story - Update mobile.provisionlookup.type when inserting/updating fgmobileprovision
Navigation
- CDM-12028 Bug - Previously set toolbars will still load even if they are no longer available in User Preferences
- CDM-12422 Bug - Clicking Email Tech Support from inside the CDM+ program doesn't open a new email
- CDM-11706 Story - Remove deprecated menu lines for Facilities customization
- CDM-12160 Story - Add Expiring Card to Essentials' Program Menu
Notices
- CDM-11351 Bug - Cannot enter a subject longer than the Subject field on the Notice tab
- CDM-2929 Story - Replace ASCII character 183 with an asterisk
- CDM-11944 Story - Replace any unknown ASCII characters in emails with a dash
Omnis
- CDM-11500 Bug - CDM+ under Studio 11 isn't rendering HTML controls
- CDM-11511 Bug - Progress bars in Studio 11 have an extra background
- CDM-12090 Bug - Deleting an item from a modify report field causes the application to terminate
- CDM-11407 Story - Update to Omnis Studio 11 Revision 35439
- CDM-11503 Story - Turn off dark mode for Omnis Studio 11
- CDM-11617 Story - Update main to Omnis 11 build 35659
- CDM-11830 Story - Update combo box styling on macOS to match drop list styling
- CDM-12030 Story - Update to Studio 11 36251
- CDM-12089 Story - Update to Omnis Studio Now 37038
- CDM-12350 Story - Update to Omnis Studio 11 37255
- CDM-12404 Story - Update to Studio 11.2 38349
Payment Processing
- CDM-11375 Bug - Transaction Custom Listing report throws error caused by sorts that weren't migrated completely
- CDM-11523 Bug - Tempe responses for a transaction that contain '/' will not send a notice when failed/returned
- CDM-11627 Bug - Cannot create an ach account with carriage return in address
- CDM-11724 Bug - Gifts created from processing pending gifts do not get inserted with deposit information
- CDM-11760 Bug - pay/donor_transaction_information does not reflect the total amount of the contribution
- CDM-11764 Bug - Reversing failed transactions does not mark them do not print or post
- CDM-12038 Bug - Changing the Event on a Registration Payment throws an "invalid input" Error
- CDM-12050 Bug - A transaction with enough links can throw an error splitting the fee
- CDM-12155 Bug - Reversing a contribution when processing PDE files throws an error
- CDM-12212 Bug - Remove merchant ids from pay.settings when deleted is true
- CDM-12425 Bug - Tempe Bank Holidays aren't cached
- CDM-11070 Story - Process Tempe Credits and Returns
- CDM-11325 Story - Change pay.schedule status from 'Active' to 'Complete' once the schedule has finished
- CDM-11361 Story - Represent returns as unique transactions in PDE views
- CDM-11448 Story - Assign deposit date on gift using UTC date on bank activity
- CDM-11584 Story - Trigger to check for possible fraudulent transactions/schedules
- CDM-11607 Story - Update trigger for duplicate checks to not use a loop
- CDM-11635 Story - Early return from pde.process_update_files and pde.process_recurrences when in an archive database
- CDM-11663 Story - Update recurrence next gift date when processing recurrences
- CDM-11664 Story - Update pay.donors_transaction_information to use next_gift_date column rather than fetching and validating next gift date
- CDM-11691 Story - Do not send failed transaction notifications if send notifications is disabled
- CDM-11707 Story - Changes to pde.process_deposit_fees for VT-168
- CDM-11713 Story - Ignore recurring transactions in the nagios fraudulent check
- CDM-11758 Story - Enhance PDE logon function to generate distinct batch identifiers per Tempe batch identifier and effective date
- CDM-11769 Story - Enhance pde.manage_transaction_reversal to handle pay.one_time_charge
- CDM-11837 Story - Omit Stewardship Accounts Holders During Giving Unit Merge
- CDM-11845 Story - Enhance clerk report reversal notifications to accurately reflect the reversal type and reason
- CDM-11846 Story - Add deposit date to pay.check_gift_report view
- CDM-11880 Story - Apply changes from VT-238 to PDE processor
- CDM-11887 Story - Enhance error message for managing reversals when the record has already been posted
- CDM-11913 Story - Update reversal functions and improve trigger messages (VT-243 companion)
- CDM-11917 Story - Increase fraud checks for guest gifts
- CDM-11918 Story - Function to check for failed transaction
- CDM-11920 Story - Add enhancements for VT-243 manual repair
- CDM-11999 Story - CASCADE pay.bank_activity.do_not_post changes to related records
- CDM-12033 Story - Remove SST panel from Settings
- CDM-12036 Story - Update donotpost validation trigger for fapayment to be conditional on donotpost value being updated
- CDM-12043 Story - Add expense_account_number to pay.merchant
- CDM-12045 Story - Add a function to get account descriptions by number
- CDM-12046 Story - Add description column to pay.processor
- CDM-12051 Story - Add a Column to faempaccount that Links to pay.account
- CDM-12108 Story - Fraud checks for changing/creating payment methods
- CDM-12128 Story - Edit pop-up message when directing users to setup their settings
- CDM-12129 Story - Database function to return transaction information
- CDM-12151 Story - Clear ambiguous variables in prepare_tempe_direct_deposit
- CDM-12214 Story - Add a migration to remove merchant from pay.settings if deleted = true
- CDM-12470 Story - Enhance fraudulent transaction checks to properly compare NULL values
- CDM-12473 Story - Allow processing PDE settle files after the deposit file arrives
- CDM-12502 Story - When creating a new ACH payment method, include address information and customer first and last name
- CDM-12514 Story - Enhance fraud checks from the API to only consider failures from the processor
- CDM-12603 Story - CDM change for ENG-3555
- CDM-12625 Story - Create a view for pay accounts with address info
- CDM-12691 Story - Move view definition to table class
Payroll
- CDM-10341 Bug - Ignore deleted payroll when deleting an employee
- CDM-11395 Bug - Select All does not work on Time Off Log by Date report
- CDM-11889 Bug - Calculating time off for 'Other' uses the 'days/hours worked' toggle from the 'Sick' time off
- CDM-11896 Bug - Grids on Calculate Time Off window expand past the available space
- CDM-11897 Bug - Calculate Time Off window displays 'Calculating Vacation Time for Employee x+1 of x...' when calculating vacation time
- CDM-11898 Bug - Calculate Time off Window does not honor Payroll system settings
- CDM-12027 Bug - Virginia tax is not calculating for those under $3000 taxable income
- CDM-12073 Bug - Updating payroll merchant is not cascading to fgpreference
- CDM-12257 Bug - ACH setup incorrectly validates the length of the Immediate Origin Company ID
- CDM-12426 Bug - Scheduling a direct deposit queries the API excessively
- CDM-12427 Bug - Scheduling a Payroll Direct Deposit cuts off the date
- CDM-12428 Bug - Error appear scheduling a payroll direct deposit
- CDM-12430 Bug - Transmitting payroll direct deposit produces an error
- CDM-12475 Bug - Clicking Transmitted in Payroll Direct Deposit Processing can hang
- CDM-12515 Bug - Cannot make changes to Payroll Details tab after calculating payroll BEFORE posting or transmitting
- CDM-12593 Bug - Don't allow changes to transmitted DDP
- CDM-8390 Story - Allowing changing dates on payroll transmitted by direct deposit
- CDM-11871 Story - Warning message when creating multiple payroll batches for the same date
- CDM-11994 Story - Update PDD functions to work with Tempe merchants
- CDM-12002 Story - Ability to create a new engage account for DBPayroll database
- CDM-12054 Story - Implement pay.bank_holidays()
- CDM-12059 Story - Only show posted YTD payroll values
- CDM-12074 Story - Update pay.merchant.expense_account_number to pay.merchant.expense_account_id
- CDM-12127 Story - Update PDD employee validation to not make calls to SST for state validation
- CDM-12133 Story - Link direct deposits to processors
- CDM-12134 Story - Expose the Processor in the list of direct deposits
- CDM-12135 Story - Link direct deposits to schedules
- CDM-12136 Story - Add Posting Reference to the details pane
- CDM-12172 Story - Enhance Payroll Direct Deposit to use merchant fee account instead of old SST preference when the processor is Tempe
- CDM-12200 Story - Implement transmit functionality for Tempe Payroll
- CDM-12571 Story - Add columns to report the selected deduction for local taxes on an employee record
Record Frame
- CDM-11802 Bug - Clicking the selected record in a record frame reloads the record
- CDM-12114 Bug - Find select options appearing behind record window
Regional
- CDM-11401 Bug - Position description changes don't cascade to regional positions
- CDM-11402 Bug - Regional Positions aren't shown in Master Coding System Usage
- CDM-11701 Bug - Error when back tabbing from name on Conf/Assoc Record
- CDM-8806 Story - Rename doc.region to regional.region
- CDM-11606 Story - Add a trigger to prevent inserting/updating regional.region with a blank name
- CDM-11873 Story - Enhance merge utilities to support regions for CDM-11765
Reorganization
- CDM-11761 Bug - Accessing a database after getting into failed transaction state throws errors
Report Frame
- CDM-12100 Bug - Incorrect font size when printing to a PDF on Windows
Roommate
- CDM-11568 Bug - Day-view in Schedule obstructs multiple fields
- CDM-11942 Bug - Monthly Calendar report incorrectly prints daily recurring events that are not day-long or multi-day
Sales Orders
- CDM-11895 Bug - 'Gift' check-box on Sales Order Records displays inconsistently
Search and Call
- CDM-11672 Bug - Reference complete emails are sent to Anne Marie in any environment
- CDM-1400 Story - Inline Background Checks when printing from Minister Records
- CDM-8231 Story - Automatically Expire Regional References when changing the credential region
- CDM-11722 Story - Remove the Minister Profiles report from DOC General and Regional
- CDM-11867 Story - Circulation Notice Formatting Changes February 2024
Security
- CDM-11619 Story - Update DBPayroll API postgresql role creation to include new permissions
Setup Assistant
- CDM-11739 Bug - Entering the wrong hosting password doesn't provide a helpful message
- CDM-11740 Bug - Entering incorrect credentials during setup prevents setup
Statistics
- CDM-11512 Bug - Error occurs selecting Detail option in Top List report
Suran Omnis Framework
- CDM-9872 Bug - Allowing the program to go idle causes various components to stop responding
- CDM-12363 Bug - Radio-button prompt does not render correctly
- CDM-12650 Bug - Type to search on lists doesn't trigger a select on the line
- CDM-11613 Story - Add Status to the new data structure tool
- CDM-11787 Story - Build Data Structures for Field Manager V3
- CDM-11788 Story - Build Field Manager V3 ERD
- CDM-11789 Story - Migrate Existing Field Manager to V3
- CDM-11792 Story - For Field Manager V3 Define Resources and their Links/Related Resources
- CDM-12253 Story - Create postgres function to format omnis date to html readable date
Suran Server
- CDM-11746 Story - Typo in create_dbp_api_role
- CDM-11902 Story - Exclude hosting_analytics.database_version from audit logging
- CDM-11990 Story - PostgreSQL 16 Support
- CDM-12145 Story - Increase time out of sending http requests
- CDM-12229 Story - Eliminate plperlu functions
- CDM-12344 Story - Polish migrated plperlu functions
- CDM-12354 Story - Make all tests in communication schema to only run on v4 and v4.5
- CDM-12435 Story - Move database deletion to the API
- CDM-12602 Story - Stop tests in sdm from blowing out the aliases file
Treasurer Reports
- CDM-11316 Bug - Posted Treasurer Reports can be deleted
- CDM-11609 Bug - Unable to replace ACH information on church ACH tab
- CDM-11661 Bug - Treasurers Reports are not reversed properly
- CDM-11670 Bug - Processing the deposit for a returned Treasurer's Report throws an error
- CDM-11390 Story - Notify COG Staff of Treasurer Report ACH transaction failure
UCC Data Hub
- CDM-11659 Bug - In a UCC database, simple find for Conference/Association Type only shows <blank>
- CDM-11681 Bug - Conference/Association Type shows code rather than description in results
- CDM-11682 Bug - Conference/Association Records window allows an association to be its own parent
- CDM-11714 Bug - `ucc.regional_region_update_from_association` fails if no `ucc.regional_data` fields are present
- CDM-11810 Bug - Continue to receive error when trying to delete a line when editing Conference/Association Positions
- CDM-12044 Bug - Other Corporations does not Save Entered Value if Field is Initially Blank
- CDM-12337 Bug - Renamed fieldmanager.column key to `conference_per_capita_dues` [ACP]
- CDM-12519 Bug - Fetching address coordinates throws an error
- CDM-12640 Bug - Triggers for yearbook tables should be based on `public.fmchurch.id` not `ucc.church.id`
- CDM-12701 Bug - Church Records do not Render
- CDM-12738 Bug - Creating a yearbook reporter account throws an error
- CDM-12754 Bug - Unable to create a new church record
- CDM-11595 Story - Build views for `ucc.[association, conference, multi_conference]`
- CDM-11624 Story - Add triggers to validate a region type and the parent it links to
- CDM-11643 Story - Add ucc.conferences_finances table
- CDM-11715 Story - Try the UCC Data Hub import pulling data directly from the warehouse database
- CDM-11766 Story - Use built-in Conference and Association regional types in the UCC database
- CDM-11853 Story - Create UCC Church ERD
- CDM-11854 Story - Create UCC Church Data Structures
- CDM-11884 Story - Enhance conferences tab to use completed
- CDM-11885 Story - Add historical data columns to regional positions
- CDM-11910 Story - Create new ministry_position checkbox columns
- CDM-11915 Story - Add ucc.association_staff view
- CDM-11921 Story - Add arda_mi_file in file_type_options
- CDM-11925 Story - Add `regional_region_id` column to `ucc.association_finance` table
- CDM-11945 Story - Add region_type validation for ucc.conference_staff and ucc.association_staff
- CDM-11949 Story - Add type to ucc.association_finances
- CDM-11974 Story - Add Codes and Code Types for UCC Church Data Structures
- CDM-11985 Story - Companion to API-1818
- CDM-11987 Story - Add other_corporations field to ucc.regional_data
- CDM-12008 Story - Add full name, picture hash, start and end year to conference staff and association staff views
- CDM-12016 Story - Create basic people view to be able to return name for position component
- CDM-12031 Story - Add Title to association Staff View
- CDM-12049 Story - Fix Database View for Contact Staff's Spacing with no Middle Initial
- CDM-12057 Story - Add`standing_date` columns to `ucc.church` table
- CDM-12070 Story - Create church staff view
- CDM-12079 Story - Add ucc.congregational_engagement table
- CDM-12082 Story - Create note.note data structure
- CDM-12083 Story - Create ucc.church_note view
- CDM-12086 Story - Only run ecclesiastical validation when that data changes
- CDM-12088 Story - Create ucc.covenants table
- CDM-12093 Story - Create `ucc.church_detail` view
- CDM-12099 Story - Write triggers for `ucc.church_detail` view
- CDM-12102 Story - Prevent Duplicate Association Names
- CDM-12105 Story - Fix UCC views with full name having extra space if there is no middle name
- CDM-12112 Story - Create INSTEAD OF triggers for CRUD operations on ucc views
- CDM-12150 Story - Add status validation and one-to-one index with UCC church to fmchurch
- CDM-12162 Story - Status trigger constrain value to "Active" or "Historical" in UCC databases
- CDM-12196 Story - Replace ucc.covenent with ucc.specialized_ministry
- CDM-12210 Story - Enhance UCC church view to include the UCC's church ID
- CDM-12241 Story - Add columns classification and classification desc to the table regional_church_position
- CDM-12247 Story - Build UCC Yearbook Data View
- CDM-12249 Story - Add unique index on association finance for regional_region_id
- CDM-12252 Story - Add columns individual_id to regional_church_position as well as ucc.church_staff view.
- CDM-12254 Story - Add status validation for UCC church tables
- CDM-12255 Story - Modify trigger regional_testing.test_church_position_historical() to handle ucc differently
- CDM-12259 Story - Add year column to ucc.church_finance
- CDM-12260 Story - Add unique index to only allow one of each table used in yearbook per church per year
- CDM-12261 Story - Rename yearbook_year to year for ucc.ministerial_support
- CDM-12263 Story - Add previous_membership and total_baptisms to ucc.church_membership
- CDM-12300 Story - Add year to congregational engagement and unique index for year and church
- CDM-12301 Story - Add congregational engagement to yearbook view
- CDM-12339 Story - Add ucc.people view
- CDM-12340 Story - Add ucc.people view to fieldmanager
- CDM-12346 Story - Add primary flag to address.address_link
- CDM-12356 Story - ACP: Make status the last declared field for church, conference, multi-conference, and association
- CDM-12360 Story - Change type on inactive_date to 'date'
- CDM-12362 Story - Add conference_id and association_id to ucc.individual
- CDM-12367 Story - Migrate Regional Positions to Custom Roles
- CDM-12369 Story - Data Structures for Fitness Review
- CDM-12370 Story - Data Structure for Government Endorsements
- CDM-12371 Story - Data Structure for Professional Endorsements
- CDM-12372 Story - Data Structure for Necrology
- CDM-12375 Story - Add dependantOn config to ucc.church_detail.association_id
- CDM-12376 Story - Remove people and church note views
- CDM-12379 Story - ACP: Hide historical field when viewing a people record
- CDM-12382 Story - Migration to move ucc.regional_data.number to regional.region.number
- CDM-12396 Story - Ability to specify an owner on a master code
- CDM-12397 Story - Ability to track a status on master codes
- CDM-12399 Story - Add UCC specific group data structure
- CDM-12407 Story - FM3: Make `ucc.association_staff.position` column editable
- CDM-12408 Story - FM3: Move Comments page to link column on People detail page
- CDM-12414 Story - Adjust yearbook table to new grouping system
- CDM-12420 Story - Expose pronouns_desc on ucc.people view
- CDM-12433 Story - Add a "publish" column to fmEmailLink
- CDM-12449 Story - Update field to Denomination of Ordination
- CDM-12450 Story - Add STATUS_EDIT code type
- CDM-12451 Story - Create ucc.prof_dev_training_link data structure
- CDM-12453 Story - Move Special support (Conference), special support (direct) and Total OCWM should go under Special Mission Offerings in the Yearbook Grid
- CDM-12456 Story - Add ucc.necrology to fieldmanager
- CDM-12457 Story - Make End Year and Historical columns reactive to one another for staff records
- CDM-12459 Story - Data Structure for Education
- CDM-12461 Story - Add ucc.Fitness_review to fieldmanager
- CDM-12462 Story - Add ucc.government_endorsement to field manager
- CDM-12463 Story - Add ucc.professional_endorsement to field manager
- CDM-12465 Story - Set min and max constraints on Start Year and End Year for staff records
- CDM-12466 Story - Enhance the fieldmanager to support templates
- CDM-12467 Story - Enhance function to fetch fieldmanager data to consider templated defaults
- CDM-12469 Story - Create Data Structures for MIDs
- CDM-12472 Story - CCPO mastercode needs to be in lower case
- CDM-12474 Story - Make associations unique when creating association finance records
- CDM-12480 Story - Delete `ucc.church_staff.full_time` column
- CDM-12484 Story - Create People Professional Development view
- CDM-12492 Story - Compute `date_deceased` on month, year, and day
- CDM-12498 Story - Add columns needed for data hub address import
- CDM-12499 Story - Add mastercodes for address type
- CDM-12509 Story - Migrate Regional Position for Conference/Association Staff to Roles
- CDM-12521 Story - Remove Year 0 Column from Churches Yearbook Grid
- CDM-12523 Story - Build data structure for UCC people positions
- CDM-12554 Story - Add three-part-date columns to endorsements
- CDM-12565 Story - Duplicate records returned for ucc.people view
- CDM-12572 Story - Accompanying CDM story for Location of Ordination
- CDM-12583 Story - Enhance valid values trigger to allow empty string
- CDM-12584 Story - Fix default status to allow for Active and Inactive or Active and Historical on per instance basis rather than on custom version
- CDM-12585 Story - Update association_number to have type number
- CDM-12587 Story - Insert modules and scopes for UCC UNav
- CDM-12592 Story - Add demographics columns to people
- CDM-12610 Story - Add status column to conference staff
- CDM-12620 Story - Make 'Start Year' and 'End Year' columns on Specialized Ministry integers instead of timestamps
- CDM-12669 Story - Decouple address from individual records in UCC Individual Records
- CDM-12687 Story - Create groups component view
- CDM-12688 Story - Trigger to set latitude and longitude on addresses on insert and update
- CDM-12689 Story - Deploy the earthdistance extension
- CDM-12702 Story - Roles pane on UCC Individual Records
- CDM-12703 Story - Migration for yearbook reporter
- CDM-12707 Story - Special function to run address.address migration
- CDM-12708 Story - Create UCC Church Finder database view
- CDM-12712 Story - change conference_staff and association_staff in field manager to allow for default status
- CDM-12721 Story - Update yearbook view to use fmchurch instead of ucc.church
- CDM-12726 Story - Info/Instruction Text for Yearbook Reporting
- CDM-12735 Story - Remove Church Code on Church Details
- CDM-12736 Story - Replace Church Code with Church ID on Church Results
- CDM-12737 Story - Generate a Person ID when adding a person in the UCC version
- CDM-12741 Story - Allow duplicate master codes with different owner_fk/owner_fk_table combos
- CDM-12752 Story - Add people_prof_dev to mobile renderMap for people
- CDM-12755 Story - Remove reactsTo column setting on status template
- CDM-12757 Story - Change Records submenu order
- CDM-12762 Story - Expose conference camp data in conference details pane
- CDM-12763 Story - Require type for phone and email contacts
- CDM-12764 Story - Adjust min date range for church.organized_date
- CDM-12775 Story - Require position on Staff, Group Assignment, and Specialized Ministry
UCC Profiles Portal
- CDM-9476 Bug - Individual records in the UCC version won't show email addresses in the results list
- CDM-10236 Bug - In UCC database, when removing the role of Minister, Person ID is set to zero.
- CDM-11668 Bug - UCC Master Coding System is Missing Churches
- CDM-11679 Bug - Conference/Association Records window does not recognize MCS values
- CDM-11712 Bug - Opening Conf/Assoc from Welcome window loads old frame
- CDM-11755 Bug - Opening Conf/Assoc from Welcome Window or toolbar does not use window settings
- CDM-12052 Bug - Number Attendance is a smallint
- CDM-11698 Story - Provide space to display conference and association on Church Records
- CDM-11784 Story - Add association_name and conference_name columns to ucc ministry positions view
- CDM-11831 Story - Create a view for profile download details
- CDM-11907 Story - Create External Link master code type
- CDM-11914 Story - Add columns for digital worship on local church profile
- CDM-11922 Story - Add name column to ministry_position_file
- CDM-11952 Story - Add home_equity and home_equity_desc columns
- CDM-11953 Story - Add "On average, how many viewers are there per service?" col to ucc.ministry_position
- CDM-11954 Story - remove checkboxes from LCP file uploads
- CDM-11955 Story - Add columns for housing allowance on ucc.ministry_position
- CDM-11959 Story - Companion to ENG-2799
- CDM-11960 Story - Add column for link/file for compensation
- CDM-11961 Story - ENG-2866 companion: Remove other_reim_desc2 and other_reim_desc3 columns from ucc.minister_position
- CDM-11965 Story - Add columns for accessibility items to ucc.ministry_position
- CDM-11979 Story - Change Column Names and Add a New Column on Ministry Position
- CDM-11989 Story - Add column to ucc.ministry for file or link for capital campaigns
- CDM-11993 Story - Remove columns used for Check if Yes
- CDM-12000 Story - Create ucc.ministry_position_finance table
- CDM-12018 Story - Update allowed church profile status changes
- CDM-12163 Story - Add column to track type of UCC reference
- CDM-12226 Story - Migration to set type on existing references
- CDM-12481 Story - Add salary comments string to ucc.ministry_positions
- CDM-12510 Story - MIgrate roles from individual record to ACP roles
- CDM-12771 Story - Replace references to doc.region to regional.region in UCC profiles import
Updating
- CDM-12014 Bug - Unable to update or rename databases in CDM+ 12.2.0 Beta 6
- CDM-12489 Bug - Error occurs updating CDM+ 12.2.0 beta 6 to CDM+ 12.2.0 beta 12
User Customizations
- CDM-12125 Bug - Getting Error Message indicating that Vendor Information is Missing
- CDM-11662 Epic - Data Import for UID 13179
- CDM-10706 Story - Ledger import for UID 13179
- CDM-10707 Story - Vendor Import Sidebar Action for 13179
- CDM-12037 Story - Add pay.designation_detail_with_contact_info View
- CDM-12039 Story - Enable the Pledge Contributions Entry for UID 13515
- CDM-12060 Story - Focus on Import Window after file has been loaded
- CDM-12063 Story - Update View with New Columns and Include Pending
- CDM-12193 Story - Add unique identifier to memo field when importing ledger records
User Fields
- CDM-11594 Bug - SQL Error occurs in User Field Maintenance window when adding a new column while there are no rows in the results list
- CDM-12223 Bug - User Field Maintenance Window does not save changes made to field on the right person
- CDM-12302 Bug - Clearing out user fields in the User Field Maintenance window does not save correctly if there are multiple fields