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May R2 Fortnightly TAP Release

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Production Release Date:

List of Jira tickets for Deployment: https://sydneyuni.atlassian.net/projects/TAPSS/versions/23027/tab/release-report-all-issues

Pre-Deployment Steps

  • Prepare Main package containing the following JIRAs (Ehanced Domain, TAPs, WB/Hogwarts). Here’s the source Bitbucket Branch: release/TAP-May-R2-Release-Package
  • Run validation in Bitbucket
    • Merge each branch approved for PROD Deployment to the Release branch for release/TAP-May-R2-Release-Package
    • Navigate to the release branch - release/TAP-May-R2-Release-Package and click the Create Pull Request button
    • Add the necessary approvers, and click Create Pull Request
    • The Validation Pipeline will run in the background. When the pipeline has no errors, it is ready for approval.
    • Once approved, merge the pull request. Merging to the Master branch will not trigger auto-deployment. Proceed to the Actual Deployment Steps

Combined Deployment Package / Components in Deployment

TAP May R2 Release Package merge commit ID: https://bitbucket.org/sydneyuni/uos-sfdx/commits/a1486927aa2f70bb0c9d1aaa168aadfb04624dff

TAP R2 Release Package ASR Profile merge commit ID: https://bitbucket.org/sydneyuni/uos-sfdx/commits/655742c5e1928aa9ef6bb0d2d33f834caa639d24

Actual Deployment Steps

  • Login to PROD. Go to Setup>Deployment Status. Click Quick deploy on validated package
  • Enable Enhanced Domain in PROD. Go to Setup>Company Settings>My Domain. Check the “Use enhanced domains” checkbox

Post Deployment Technical Validation Steps

  • For Close Batch Interim fix:
    • Verify if the following components are deployed:
      • USYD_AQBBatch_Trigger.trigger
      • USYD_AQBBatchTriggerHandler.cls
      • USYD_AQBBatchTriggerHandlerTest.cls
      • USYD_TriggerHandlerBase.cls
      • USYD_TriggerHandlerBaseTest.cls
      • USYD_Trigger_Setting__mdt
        • All_Settings.listView
        • After_Delete__c.field
        • After_Insert__c.field
        • After_Undelete__c.field
        • After_Update__c.field
        • Before_Delete__c.field
        • Before_Insert__c.field
        • Before_Update__c.field
      • USYD_System_Config__c.object
        • Retry_AQB_Smart_Batch_Batch_Size__c.field
        • Retry_AQB_Smart_Batch_On_Close_Error__c.field
        • Trigger_Handler_Logging__c.field
      • AQB__Batch__c.USYD_Batch_Closing_Retried__c.field
      • USyd_Application_Log__c.SmartBatch_Retry_Logs.listView
      • USYD_Trigger_Setting.USYD_ALL_TRIGGERS.md
      • USYD_Trigger_Setting.USYD_AQBBatch_Trigger.md
      • USYD_Trigger_Setting.USYD_TestClassConfig_DO_NOT_DELETE.md
  • Verify if Create a link to a Third Party Pledge Process Builder is turned OFF
  • Verify if USYD System Config custom settings is deployed.
  • For Enhanced Domain, verify the following:
    • Verify if the items listed here are deployed Enhanced Domain: List of Hard-coded URLs . Check at leaset one email temlate, flow and weblinks to verify if the dynamic formula for URL is there
    • Change the hyperlink on 3 Hogwarts Email Template
      • email\Spend_Plan_Email_Templates\Delegate_Decision_Changes_Needed.email
      • email\Spend_Plan_Email_Templates\General_Purpose_Template.email
      • email\Spend_Plan_Email_Templates\Review_Spend_Plan_Request_a_Review.email
  • For Swathi’s items, verify the following
    • TAPSS-260 - Batch Item has field history enabled now and batch history related list added to all the record type pages
    • TAPSS-222 - Two validation rules at Opportunity level “USYD_Email_Required “ & “USYD_Email_Required_ReceiptDeliveryEmail”
    • TAPSS-906 - Created new CASE fields:

  • Notified of Death by (free form text)

  • Corroborated Death Date (date format)

  • Date of Death (date format)

  • Date of Death Precision (picklist)

  • Date of Death Notification (date format)

Field history tracking enabled for the below new fields

  • Corroborated Death Date (date format)

  • Date of Death (date format)

  • Date of Death Precision (picklist)

  • TAPSS-912 - New version of the flow with new field and mapping along with URL change as part of enhanced domain hard code URL changes “NewCOA”
  • TAPSS-262 - Below are the new components

  1. Validation Rule: USYD_ChartOfAccountType_Change_Rule (Opportunity)

  2. Flow: USYD_OpportunityBeforeSave (Opportunity)

  3. New fields : AQB__OpportunityComponent__c.USYD_ProposedDesignationName__c & Opportunity.USYD_OppCompWithPendingAccount__c

Field access provided to below permissionsets and profile

  • Admin (Profile)

  • USyd_Opportunity_CRUD (permissionset)

  • AQC_Opportunity_to_Gift (permissionset)

  • TAPSS-239 - Deactivated picklist value “Advise Opportunity Owner when ready to collect" at Opportunity-AQC_ReceiptDelivery__c field
  • TAPSS-240 - New validation rule at Opportunity - “USYD_TypeRequired” & “USYD_SubTypeRequired”
  • TAPSS-901 - “Separate Utility” picklist value in the field “Void Notation” picklist should be available for all Record Types in Transaction object.
  • TAPSS-1181 - Record Type Gift In Will at Opportunity level should have the value “GIW Tick Box in Error” available in the field Loss_Reason__c
  • TAPSS-1185 - Opportunity Approval Process “GiftImplementationHandOver” Approval Step should have below users only

  • Duysal Artan

  • Genevieve Reeves

  • Cate Parsons

  • Jane Gordon

  • TAPSS-1060 - Three new flows : Usyd_Reopen_an_Alumni_Census_case_when_incoming_message_received, Usyd_Email_message_main_flow, USYD_Subflow_Custom_Case_Inbound_Email_Notification_Flow(WB flow)
  • Deactivate Flow: Usyd_Update_case_status_when_closed_case_receives_email
  • For WellBeing items, verify the following
    • SPI1-3945 - Getting issue details... STATUS
      • Verify if the Safer Communities Cases list view is deployed
      • Sexual Misconduct Cases should not be visible
    • SPI1-3882 - Getting issue details... STATUS
      • Verify if USYD_Subflow_Custom_Case_Inbound_Email_Notification_Flow.flow is deployed
      • Verify if WB_New_Email_Notification.notiftype custom notification is deployed
  • For Hogwart TAPSS-895 - Getting issue details... STATUS , verify if the following TASK validation Rules has been updated with filter on Record Type=”Milestone”
    • Milestone_RecurrenceFrequency
    • Milestone_RecurrenceLessThan2
    • Milestone_RecurrenceNumber
    • Milestone_Require_Resolution_Date
    • Milestone_Require_Resolution_Note
  • TAPSS-1083 - verify if new field Inclination can be seen below Interest Type with picklist values as requested in the ticket. Interest group has been moved to the system information.
  • TAPSS-1084 - verify if the new version of “USYD_Update_Legal_&_Gift_Recognition_Credit_Percentage” flow is deployed
  • TAPSS-1086 - verify if USYD Lightning Organization ASR Layout in Account object is deployed
  • TAPSS-1087 - verify if the components are deployed and updated. Pls refer here TAP-1108: MS - Creating a Pledge Payment Status field on Transaction object
  • TAPSS-259 - verify if the components are deployed and updated. Pls refer here TAP-1304: MS - Add validation rule
  • TAPSS-261 - verify if the components are deployed and updated. Pls refer here TAP-1303: Update Batch Logic

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