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Maica Client Management V.0.327

Client Management

February 26, 2025

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Post Installation Scripts

NDIS-848: Agreement Item Triggers Failing

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Fix: Corrected Roll-Up Data Display on Service Agreement and Agreement Item Records

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We resolved an issue where roll-up data was displayed incorrectly on Agreement Item records. Previously, the Quantity Remaining formula field was not always up to date, leading to inaccurate roll-up calculations.

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What’s Changed?

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  1. The Agreement Item trigger handler (AgreementItemTotalAllocated_MDTM), responsible for calculating roll-ups based on related Invoice Line Items, has been updated.
  2. The trigger now forces recalculation of formulas before processing roll-ups, ensuring that the Quantity Remaining and other dependent values are always accurate.

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This fix ensures that Service Agreement and Agreement Item records now consistently display the correct roll-up totals, improving financial accuracy and reporting.

NDIS-846: NDIS Plan Sync Issues

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Fix: Corrected Roll-Up Data Display on Service Agreement and Agreement Item Records

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We resolved an issue where the Plan Sync for PACE Plan records was not being executed when using the Quick Action directly on the Plan Lightning Page. This issue occurred when attempting to synchronise Active Plan records only.

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What’s Changed?

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The Plan Sync Quick Action logic has been updated to ensure the Plan is synchronised both when the Plan record is Active and Inactive.

NDIS-845: Xero Integration – Online Invoice URL

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Enhancement: Xero Integration – Online Invoice URL

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We have enhanced the Xero Integration to retrieve and store the Online Invoice URL directly on the Salesforce Invoice record. This ensures that the Xero-hosted Invoice page is easily accessible from within Maica, streamlining invoice tracking and external sharing.

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What’s Changed?

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Extended Xero Integration Logic

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  1. The Xero integration has been extended to retrieve the Online Invoice URL from Xero after the invoice is created (for non-draft invoices).
  2. This URL is then stored in the Xero Invoice Link field to provide users with a direct link to the invoice.

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New Field: Xero Invoice Link

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Field Type: URL (255)

- Description: Stores the Xero Online Invoice URL, allowing users to access the invoice directly via a hyperlink.

- Visibility: Added to the Invoice Record Page and accessible via the Maica - Manage Invoice & Claiming permission set.

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New Formula Fields for Improved Accessibility

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Two new formula fields were introduced to display user-friendly links:

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  1. Xero Invoice: Displays “Open in Xero” as a clickable link if the invoice has been synced with Xero.
  2. Stripe Invoice: Displays “Open in Stripe” if a Stripe-hosted invoice exists.

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If the invoice has not been synced, the fields display:

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  1. “This Invoice has not been synced with Xero.”
  2. “This Invoice has not been synced with Stripe.”

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Updated Invoice Record Page & Permissions

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  1. The Invoice Lightning Page was updated to display the Xero Invoice Link field.
  2. The Maica - Manage Invoice & Claiming Permission Set now includes read access to this field.
Post Installation Scripts: Client Management ONLY
The section of below scripts apply if you are on Client Management ONLY, if you use Client Management & Delivery, skip to the next section.
Please ensure you complete the following Post Install Scripts in the order they are provided. If you require assistance with installing or running this script, please contact Maica Support for guidance.

Script to UPDATE Invoice Line Items

View Code

update [SELECT Id FROM maica__Invoice_Line_Item__c];

Script to UPDATE Agreement Items

View Code

update [SELECT Id FROM maica__Agreement_Item__c];
Post Installation Scripts: Client Management & Client Delivery
If you are on Maica Client Delivery as well as Maica Client Management, please use the below scripts. If you are on Client Management ONLY, please ignore the below section.
Note: When running these scripts, please wait until the first Job has been completed before starting the second Script. You can track the progress of the Job in your Salesforce instance by going to Setup --> Apex Jobs.
If you require assistance with installing or running this script, please contact Maica Support for guidance.

Script to UPDATE Invoice Line Items

View Code

new maica.vertic_UpdateRecordsBatch(maica__Invoice_Line_Item__c.SObjectType, 'Id != NULL').setOptAllOrNone(false).run();

Script to UPDATE Agreement Items

View Code

new maica.vertic_UpdateRecordsBatch(maica__Agreement_Item__c.SObjectType, 'Id != NULL').setOptAllOrNone(false).run();