Patch Notes
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Bug
SAM-757 Firm Prep Link Bug
Description
Clicking on a preparer link on Firm will result in error message:
Steps to reproduce:
1. Log into Firm
2. Navigate to any stage except ‘Completed’ (Complete links work correctly)
3. Click on the preparer’s name
Reported by Firm user Michale Haubert via Mark + Kam on 6/13. Error on LIVE.
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Change / Modification
SAM-737 E-Commerce Disable Discounts
Description
Discounts should not be applied to Ecommerce tickets.
SAM-756 Wealth Management Hotfix
Description
On Firm ticket creation page, Wealth Management currently shows both “due date” and “in what time frame do you need this…” options which are the same. Keep due date with three days minimum and remove “in what time frame” option.
Urgent hotfix requested by Kam 6/12 for demo. Change will be pushed to LIVE.
Bug
SAM-740 Firm Tax Research Law and Analysis
Description
Kam is reporting the following bug on LIVE:
There is another bug on Tax Research. The "Law and Analysis" is not rendering on the firm's side. I could see it on Admin side, but not on the firm. for reference, ticket number is #1176.
SAM-741 Custom Ticket Bug
Description
The word Custom appears next to the wrong field. It appears next to Schedule K1, however, only an input of more than 20 should trigger custom pricing, not an input of 1
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New Feature
SAM-714 Firm Fix Mistakes (Send Back to Prep)
Description
Add revision status, allow firms to change to revision status for 48 hours, open chat when in revision status, allow preps to work on ticket when in revision status, create new time logs for revision, make sure it works with reassign, make sure it keeps current time tracking (only one revision needed).
SAM-724 Audited Financial Statements
Description
Enable Audited/Financial Statements e-commerce option that was previously hidden. Push to dev and expect a round of revisions.
SAM-733 Custom Firm Discounts
Description
Create an input field on Admin Firm Profile pages that can assign a custom discount price for any tax prep outsourcing ticket.
Change / Modification
SAM-725 Wealth Management
Description
Change “Financial Planning” to “Wealth Management” across the board, including in all front-end and back-end code (to prevent future confusion).
SAM-734 LinkedIn Tracking Code for CPA Email Verification Success Page
Bug Fixes
SAM-731 Prep Unhide Live E-commerce Options
Description
Currently Financial Planning and Tax Planning ticket types are on LIVE, but their links are hidden in prep nav menu. Unhide them
SAM-732 Emails Not Using Correct Ticket Number
Description
Some emails with the -R (review) and -I (incomplete) ticket numbers are using their original type numbers. They should use the -R and -I ones.
SAM-736 Firm Inactive Links Bug
Description
Only the Create Ticket link should become inactive when user is in that page, the other links should still be clickable even if user has that like open.
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New Feature
SAM-703 CPA New Beta Menu Design
Description
This feature is needed for additional funding. We will release to the beta site in full, hide some of the menu items, then release to production while we finalize the remaining features (additional e-commerce items, country, consumer).
Don’t include Consumer menu.
For Firm menu: When clicking on Tax Prep Outsourcing, show the existing outsourcing menu we currently have on the right side. When clicking on E-Commerce Business Advisory show the E-Commerce Business Advisory Services menu like in the screenshot. I will confirm Sell My CPA Practice. For now show something like “Coming Soon”.
SAM-706 Firm Tax Planning Document Staging
Description
Creating a new document staging area, currently for use for the Tax Planning tickets, but it will also be used for Financial Planning and possibly other E-commerce items.
• Allow uploads for all documents specified in the screenshot from Mark (do not hide anything for now)
• Allow firms to check off ready for cpa review and/or missing info as well as N/A
SAM-710 Bookkeeping Ticket Type
Description
Add a new ticket type called Bookkeeping. For now it should follow the same flow as other tax files. Later we will implement subscriptions using Stripe.
Change / Modification
SAM-674 Firm Create Ticket Input Fields
Description
For all fields that require a specific numerical input, for example K-1’s, Businesses Owned, etc: Change the radio selections to a single input field.
Change W-2’s and 1099’s to also be input fields since people can have multiple of them.
SAM-704 Firm Review Flag Popup Revision
Description
Two quick changes for Second Review + Incomplete Tickets:
#1 - When a ticket is In Review, move the three buttons (Second Review, Incomplete Ticket, Complete) to the right side of the page and move the Preparer rating up. This will result in a better use of space and move action buttons to the right side (better UI/UX).
#2 - When a ticket is In Review and a rating needs to be given, add the three buttons to the right side of the page (see screenshot above). These buttons should be disabled and lead to a modal pop-up (“Please submit a preparer rating first”).
#3 - The flag icons for the Incomplete Tickets / Second Review should be brighter so they stand out more. Change the dark yellow to orange and/or another color of your choice.
SAM-709 Firm Remove Select Plan from Signup
Description
When a CPA signs up, default their plan to Basic; therefore, remove the select plan page from the Sign Up process.
SAM-711 Firm Hide Menus
Description
For new Firm Menu design (create new branch from that task SAM-703), comment out the individual menu items so that we can launch the changes to LIVE.
Each future menu item will be uncommented back as part of their individual task so it would be better to comment out each individual item / feature individually, instead of commenting out large pieces of code. This will lead to less merge conflicts in the future.
Things to hide:
• All incomplete e-commerce items
• "A.I." in the top nav
• "Prep" link in the footer
• Net income which currently only shows negative numbers
SAM-720 Prep Tax Planning Visual Changes
Description
For Tax Planning (and Financial Planning, maybe others):
On small Ticket popout (on Claim page), remove the following:
• Tax Year
• Industry
• Preparer Required Specialty
• Ticket Software
• Add “Tax Planning” as a title in the top middle like we do for Tax Research
On full Ticket View, remove:
• Tax Year
• Remote Access
• Tax Carryovers
• List Client Saving Ideas
Change “Submit Return to Firm” confirmation text:
• “Have you attached all relevant documents? Have you included notes, if any?“
Associated Admin Changes:
• Remove the same items above
• See if there is a way to allow document upload but change it from “Completed File” to simply “Source Documents”
Bug Fixes
SAM-707 Firm Prep Profile reduce error
Description
Reported by Matt:
On the live site, if I log into my firm profile, completed tickets and click on a preparers name it shows up as a broken coding screen.
SAM-708 Firm Tax Research Render Documents Bug
Description
Tax research documents are not showing up for the firm in SAM produced files/documents section because of a conditional
SAM-715 Tax/Fin Planning Save 504
Description
504 when saving Tax and/or Financial Planning on DEV and RC:
Steps to reproduce:
1. Create new Tax Planning ticket
2. Upload image, add selections:
3. Save:
4. Edit selections
5. Save. Response hangs for a min:
6. 504 error:
On servers, no errors on dev sam-cpa and I think no errors on dev samuel that I saw.
SAM-716 Firm View Price Disappearing Bug
Description
Reported by Kam, on RC:
When creating Tax Planning tickets, if you select anything in addition to the basic checklist option, no View Ticket Fee option appear in the bottom right. Momo is confirming this is only happening on RC.
May be related: For Financial Planning, the pricing is showing as $0 when certain selections are made. This does not match the settings in Admin.
SAM-721 Admin Bookkeeping EJS Error
Description
EJS error occurs when bookkeeping pricing isn’t in the database yet.
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Second Reviewer + Incomplete Tickets:
Bug fixes:
Chat: Fixed an issue that caused an error when a user attempts to start a chat with a deleted ticket in their account [issue SAM-694]
Chat: Corrected the timezone of all chat messages to be in Pacific Time [issue SAM-702]
Tax Research .5 Issue: Fixed an issue where if an hour input started with a decimal point instead of a number, the ticket would not save [SAM-687]
Tax Research Ticket Selections on Admin: Fixed an issue that was preventing Tax Research selections from being displayed to Admin [SAM-692]
Prep Duplicate Claims: Fixed an issue that would allow multiple preparers to claim the same ticket if they clicked the Claim button at the same time [SAM-655, SAM-657, SAM-697]
Major Features:
Second Review feature, revisions, and bugfixes: Firms will now be able to send tickets back to the pool to be reviewed by another preparer [issues SAM-641, SAM-619, SAM-642, SAM-666, SAM-667, SAM-676, SAM-677, SAM-678, SAM-683, SAM-698]
Incomplete Ticket feature, revisions, and bugfixes: Firms will now be able to re-create a ticket after completion and send it back to the same or a new preparer. This is useful in situations when the initial ticket was not completed such as for estimated tax calculations and/or when documents are missing. [issues SAM-641, SAM-614, SAM-619, SAM-645, SAM-664, SAM-665, SAM-667, SAM-675, SAM-677, SAM-683, SAM-698]
Second Review / Incomplete Ticket: Added Admin pricing customization [SAM-644]
Ticket Pagination and Search: Added pagination (multiple pages) for ticket pages for both admin and firms [SAM-474, SAM-603]
Preparer Max Ticket Setting: Added the ability for admins to modify the maximum number of tickets preparers can take at one time [SAM-670]
Minor Features / Modifications:
Financial Planning Tickets: Added due dates, financial plan, and value of cash and liquid investments to Financial Planning tickets [SAM-615]
Firm: Create Ticket Additions: Modified ticket creation to allow entry fields if over 20 Sch K1s on 1040/1065/1120S tickets, allow more than 25 benefiticiaries for 1041 tickets, and added a new "New client (No Tax File)" option with a cost of $20 [SAM-626]
Visual Changes:
Platinum Preparer: Added cool blue badges for Platinum Preparers [SAM-638, SAM-590]
Tax Software Logos: Added tax software logos to tickets that use that software (very cool!) [SAM-660]
Favicons: Added favorite icons to all sites [SAM-672]
Updated MySamCloud Links [SAM-679]
Minor miscellaneous text and color changes [SAM-673, SAM-684, SAM-688, SAM-699]
Quality of Life:
File Upload Timestamps: Added timestamps to files uploaded to more easily tell which are most recent [SAM-643]
Ticket Selection Clarification: Included ticket selection questions to all tickets, rather than just the answers [SAM-635]
Firm: Added a feature to allow firms to block specific preparers who have previously done work for them [SAM-593]
Firm: Added a feature to allow firm owners to delete firm users [SAM-601, SAM-633]
Firm: Added dynamic pricing for firms to check/uncheck Platinum Preparer option on ticket creation page and see the price [SAM-607]
Firm: Added a loading animation to Pay button to prevent multiple payments [issue SAM-640]
Prep: Added a loading animation to Submit buttons to prevent submitting the same ticket multiple times and getting an error message [issue SAM-682]
Admin Custom Ticket Pricing: Added original prices to custom tickets so the admin pricing the custom ticket can easily see what the price of a normal ticket would be in that situation [SAM-604, SAM-608]
Admin Manual Adjustment Edits: Modified the manual adjustment menu to make it easier to use, added ability to add descriptions [SAM-632, SAM-647]
Admin Linking Preps and Firms: Added links directly to the preparer and firm profiles within Admin for convenience [SAM-627]
Emails: Added new admin emails for when a preparer is locked or suspended, when a new firm signs up for a paid membership, and prevented locked preparers from recieving new ticket emails; Admin email subject lines will now list the enivornment the email is coming from (i.e., DEV, BETA, RC, LIVE) to make testing less confusing for admin users; added addition admin email settings to SAM Admin [SAM-631, SAM-668, SAM-669]