2025/08/20 - Connect v1.2.13605.0
Release Date:
Version: 1.2.13605.0
Summary
This release significantly modernises the ACSISS Connect extension by improving the user experience, reliability, and code quality. All while maintaining full backward compatibility.
Pages and User Interface Changes
🖥️ All Screens
If the user is not a member of the SISS DATA FEEDS Role, none of our API related code executes
Graceful degradation in case of API errors
If errors occur, the user receives a more user-friendly message, rather than the system crashing.
The message has similar content, so we can still see the error message.
Job queues should never receive error responses, so they shouldn’t get disabled.
Bank Account List Page
Action Added: "Get ACSISS Bank Transactions" is now available in the action menu and visible when any account has a SIS Account ID.
Selecting the action opens the SIS Bank Statements page, displaying all transactions for all accounts.
Bank Account Card Page
Action Added: "Get ACSISS Bank Transactions" is now available in the action menu and visible when any account has an SIS Account ID.
Selecting the action opens the SIS Bank Statements page, displaying all transactions for the account being viewed.
FlowFields: Calculated FlowFields for SIS data (Practice ID, Client ID, My Data User info) added. This is to reduce updates to the same field on the Bank Account Table and our SISS Bank Accounts table.
Support Info: Enhanced support information section
CDR Support section is hidden if the bank feed is a Direct Feed.
Transaction Field: Added "Last Transaction ID" text field with proper left alignment
Bank Feeds Setup Page
Context-Aware Buttons: Visibility now based on credential status.
Button Logic:
"New Registration" appears when credentials are missing
"Go to ACSISS Registration Website" appears when credentials are present
Authentication: "User Authentication Confirmation" shows only when not validated; automatic credential validation triggers on field changes.
User Guidance: Enhanced guidance for setup completion. Registration portal URLs updated to http://acsiss.com.au.
o Added Status Page Button.
Map Connected Bank Accounts Page
Fields Added: Currency Code, Bank Product Name, Data Collection Expiry Date, and Days Left Until Data Collection Expiry.
Visibility: Conditional field visibility for CDR vs Direct feeds.
Data Collection Expiry Date and Days Left Until Data Collection Expiry only have values if it is a CDR Feed
Consent: "Amend Data Collection Consent" button added for CDR feeds only – hidden until this feature is completed.
Will display in the button bar when you select a CDR Feed account
Bank Transactions Page
· Improved the Get Latest ACSISS Bank Transactions and Get ACSISS Bank Transactions by Date processing
o Processes faster.
o Messaging when no new data found.
🆕 New Features
ACSISS Activities Cue Cards for Role Centre:
Number of Bank Transactions that haven’t been added to a BAR or PRJ.
Opens Bank Transactions when clicked
Expiry Warnings: 30-day and 7-day expiry alerts.
Opens Map Connected Bank Accounts when clicked.
API Connectivity - displays the number of days since transactions were collected.
Opens new API Logs when clicked.
Notifications - filtered notifications for cue card drill-downs.
Only appears on:
Accountant Role Center
Business Manager Role Center
API Log Page:
Shows every API call made for the last 20 days
Purging of logs older than 30 days happens once a day (after the first API call of the day)
New Permission Sets:
SIS_BANK_FEEDS - Provides full access to all ACSISS Connect components
SIS_BANK_READ - Provides read access only. Users with this permission set can read transactions, import transactions to the PRJ and BAR, but cannot add bank feeds.
SIS_BANK_SETUP - Provides access to the ACSISS Bank Feeds Setup screen only.
Backend and Technical Improvements
🐞 Bug Fixes
·API Handling: Improved URL handling via centralized GetApiUrl function.
🛠️ Error Handling & Reliability
Error System: HTTP status code handling with retry logic for 5xx server errors using exponential backoff (250ms, 500ms, 1s).
Classification: Errors are categorised as ClientError, ServerError, UnknownError, and Configuration errors.
User Messaging: Technical server responses replaced by user-friendly messages.
Logging: Enhanced logging with error type classification.
✅ Code Architecture & Quality
NEW: SIS Utility Functions Codeunit for safe JSON processing.
Improvements to Get Transactions
Processing improved
Code duplication eliminated
Compatibility: AppSource-compliant backward compatibility with obsolete wrapper methods.
📊 Data Management
NEW: SIS Cue Table for tracking consent expiry and unallocated transactions.
FlowFields: Calculated FlowField architecture eliminates data duplication.
Consent Tracking: Automated expiry calculations and notifications.
🛡️ Testing & Compliance
Unit Testing: Enhanced coverage for configuration validation.
Integration Testing: Consent expiry monitoring tests added.
AppSource Compliance: Proper handling of obsolete fields.
ActionRef Syntax: Compliance achieved for promoted actions.
API Changes: Non-breaking updates for backward compatibility.