What's new

An enhancement has been introduced in the agent app to prevent users from creating employees and customers with the same phone number when the “enable unique phone number for ledgers” option is enabled in nebu

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We’ve introduced a new enhancement in nopus that allows users to view all created leads in crms

The app now displays the total number of scheme paid customers and total number of scheme unpaid customers. This enhancement improves visibility into scheme performance and helps users track payment status more efficiently

Completed

A new agent hierarchy report has been added to the agent app. This report provides a hierarchical view of agents under bm, bdm, and bdo, along with their associated customers. It displays commission amounts, total receipt amounts, and customer scheme information, including scheme status, installment count, and the amount paid for each scheme. This enhancement provides a consolidated view of agent performance and customer scheme progress, improving monitoring and reporting efficiency.

The agent app scheme receipt report has been enhanced with additional search capabilities. Users can now quickly retrieve scheme receipt records by searching with the customer's phone number, customer name, or scheme number, making it easier and faster to access the required information.

The new hierarchical employee management feature has been successfully implemented in the agent app. This functionality enables users to create new employees in a structured hierarchy, where the initially created employee has visibility over all subordinate employees. Additionally, newly created employees are able to log in to the application using their registered mobile numbers. The feature has been thoroughly tested for functionality, data consistency, and authentication flows and is now ready for release.

The agent app has been enhanced to display the commission amount in the wallet section, allowing agents to view their earned commissions directly within the app for improved transparency and easier tracking.

Added automatic journal generation for scheme receipts. A journal entry is now created automatically upon saving a scheme receipt, eliminating the need for manual journal creation and ensuring accurate financial recording. This enhancement has been tested and verified successfully.

Validated the functionality of installment schemes for different installment categories and split type configurations. * verified weekly, daily, and monthly installment category behavior * validated single monthly split type functionality * validated multiple monthly split type functionality * ensured correct installment handling across all tested scenarios status: successfully tested and ready for release

Testing completed

Completed

During testing, a critical issue was identified in the installment scheme functionality. It was observed that when the option "is allow multiple receipt until the maximum amount is met in customer app" is disabled in the customer app, the system calculates the installment count incorrectly. The issue has been validated and confirmed. As of now, the fix has not been implemented, and the defect remains open.

Completed

Completed

An enhancement has been implemented in the agent app to display generated schemes based on the “enable all customers in the scheme agent app” setting in nebu. When this option is enabled, agents can view all generated schemes. When the option is disabled, agents can view only the schemes generated by themselves.

An enhancement has been implemented in the agent app to automatically assign the employee designation based on the designation of the user creating the employee. When a bm creates an employee, the employee is automatically assigned the bdm designation, which cannot be edited. Similarly, when a bdm creates an employee, the employee is automatically assigned the bdo designation

The expected revenue field is now displayed in the grams-based format