v7.3.0 — January 2024
Released: January 2024Member Management
Member Account Closure
- Members created via CPD file are eligible for immediate point expiry upon closure; API-created members follow the program’s configured expiry schedule
- Points continue to be issued to closed/cancelled members when TXN or BNS files are processed
- Closed/cancelled members cannot have points manually credited or debited from the UI
- A closed or cancelled member can be reactivated directly without admin intervention if their CPD status is updated to active
Communications
Monthly E-Statements
- Statements are calculated for the full calendar month (1st–31st of the previous month)
- Communications are sent to all members regardless of status or point balance
- The processing date is used to compute the metrics included in the statement
- Backend-preloaded templates are used; template editing via the UI is not available
File Processing
Unified SFTP Upload Folder
All file types (CPD, TXN, BNS) are now placed in a single “Upload” directory:- A common schedule processes all file types simultaneously
- File naming rules: unique names across programs, case-insensitive, CSV format, files must end with their type extension (TXN/CPD/BNS)
- Allowed characters: alphanumeric, hyphen, and underscore only
- Files with mismatched naming conventions are picked up and processed based on column structure and data attributes
- Duplicate or invalid filenames are picked up but not processed; they are visible only in the logs
Transactions
Reversal via Duplicate Transaction IDs
- Transaction IDs are no longer required to be unique
- Passing the same Transaction ID with
transaction_type = "CR"triggers a reversal of the original transaction - Duplicate DR transactions with the same ID still award points if a rule matches
Audit Trail
A new audit trail captures user actions and page views per program:- Captures: user, action, page, timestamp, IP, browser
- Program-specific; users mapped to multiple programs are tracked per program
- Not yet captured: logout, login, reports, tier settings
Communication Templates
- New event templates added: Bonus, Accrual, Manual Bonus (Credit and Debit variants)
- Disabled custom templates revert to the default system template
- Templates support variables from Member and Transaction attributes
Infrastructure
Minio Object Storage Integration
- Minio is now supported as a self-hosted object storage solution for cost-efficient and data-controlled storage
- VPN access is required in non-production environments
CDN Removal
- All external JavaScript CDN references have been removed for compatibility with on-premise deployments