Galapagos - Major (21.0)
Release Summary
Kaptio is proud to announce that in this major Release, Galapagos, we have added the following features:
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Change Package Occupancy - Add Rooms
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Voucher Management - Vouchers as a payment method
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Kaptio Auto Pay
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Generation of Itinerary Payment Schedule Rules
Deployment Guide
See the Deployment Guide for changes that need to be carried out after installing.
Known Issues
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KT-11222: When there is more than one Payment Schedule Configuration for the same item (Service, Package, Account, Channel), and the second one is more complex than the first; A user adding an itinerary item with both items assigned (as in the 2nd Configuration) will not cause the more specific/complex Payment Schedule Configuration to take precedence. I.e. the itinerary will not receive payments schedules from the 2nd, more complex, configuration. The complex one taking precedence is the expected behaviour, but is not yet enacted.
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KT-11204: When an Itinerary has 2 pax Itinerary Account, a Payment Schedule Configuration, a Payment Schedule Configuration, and is set to`PPP = True`;
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First, a user adds and saves an itinerary item (service) to the itinerary in Builder with no related Payment Schedule Configuration.
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Second, the user clicks on the newly saved service line in Builder, and changes the service to a service WITH a related Payment Schedule Configuration and save.
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Rather than saving a new service with a related Payment Schedule Configuration, the system returns
Error! KaptioTravel:Too many SOQL queries: 101.
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KT-11414: When the new payment schedule engine is active, and and exists with deposit and balance payment schedules; Creating a new manual balance payment schedule where the date is either the same or later than the balance payment schedule will cause the new balance to delete and throw no error. The expected result is the schedule not saving and throwing one of two errors:
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Error! Only 1 balance rule is allowed per itinerary(whenPPP = False). -
Error! Only 1 balance rule is allowed per passenger(WhenPPP = True).
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KT-11440: When the new payment schedule engine is active:
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There is a Payment schedule configuration (here called A) with one assignment, with the following combination assigned:
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A Service (B)
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A Package ©
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An Account (D)
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A Channel (E)
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There are the following stand alone records (with no payment schedule configurations assigned to them):
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A Service (F)
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A channel dependent Account (G) Then completing the following actions:
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Creating an itinerary with account G, channel E, and service F.
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Changing the itinerary account to account D.
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Adding service B to the itinerary, then assigning it to all pax.
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Deleting service B from the itinerary and adding package C to it, then assigning it to all pax.
Will not create the expected payment schedules from the source channels, accounts, and services.
This is not the case in the fourth scenario. This scenario generates the payment schedules from package C.
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KT-11445: On an itinerary with 2 or more pax, and has assigned a payment schedule to a service which has two price categories the following process;
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Adding both price categories to the itinerary.
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Allocating them both to the 2nd pax using the payments tab.
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Adding a manual payment schedule with the earliest due date.
Will not display the correct Payment Schedule Configuration, rather
price=0.
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KT-11485: In the Scenario:
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There is a a Package and Account with their own separate Payment Schedule Configurations assigned.
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There is also an itinerary with 2 or more pax which was created from the Package and using the Account.
The following action:
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Manually creating deposit payment schedules for all passengers.
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De-allocating 1 or more passengers from the package items in the Package.
Will not generate the Schedules from the Account on the de-allocated passengers, as expected.
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KT-11552: When an itinerary has 3 passengers in 2 groups (1 group of 2, and another of 1), who are assigned to an item with a max occupancy of 4, some payment schedules generated from an Account/Channel, and
Enable Passenger Payments = True; Adding a new passenger to the itinerary, without allocating them to a either group, then going to the Payments tab will create and save the new passenger, the cause an error on the tab. Expected behavior is throwing aWarning! Following Passengers are not assigned to any of Itinerary Groups: [Passenger Name]. Please add them to an existing Itinerary Group or create a new group for them.error in the payments tab. The Passenger may still save. -
KT-11696: The functionality to generate itinerary payment schedules which use the due dates from Package Departure’s Payment Schedule Rules has not yet been implemented.
Deployment Guide:
The Deployment Guide is available here: https://kaptio.notion.site/Deployment-guide-for-Eiffel-93ef82a0d2434d81af53d090f065412a
New MetaData
For a full overview of new metadata introduced as part of this release, please refer to our Core Data Model Changelog.
Minor Changes
Feature: Payments
Implement "Enable Passenger Payments" as a separate field (KT-10558)
Enable Passenger Payments is a new field on Account and Channel
Calculation of the Per Person amounts when PPP = False (KT-11221)
In Pay Per Itinerary mode, per-person payment schedules consider Passenger Allocations. i.e. if the per-person amount is 5, and only two passengers are allocated to the item, the per-person Itinerary Payment Schedule Rule amount will be 10. This behavior is manifested only if the new Payment Schedule engine is activated.
Getting Error when migrating payment details from Mariposa to Kaptio (KT-11175 & KAPI-2322)
We have added better error handling for payment conversions and more useful error messages should now be returned in the cases of bad data
Show a warning when no passenger is assigned to PIUA (KT-11277)
Add warning message when no passenger is assigned to PIUA in Payments component.
Extend Kaptio Settings to Include a New Setting (KT-11004)
A new setting, Allow vouchers to be used for deposits, is now available in Kaptio Settings > Trip & Itinerary Settings. This feature enables users to configure whether vouchers can be applied toward deposit payments in the new payment screen. By default, this setting is disabled.
Show warning if a balance rule is missing (KT-11276)
We have added a warning if a balance rule is missing
Feature: Costings
Lines in Costings aren’t shown as selected when using Select All (KT-11107)
Select All in costings should now select all the lines.
Related Support Ticket: KHELP-11162
Remove 3 fields (KT-11690)
Removed inaccurate fields for Price Category, Fee, and Addons.
Feature: Passenger Grid
'None' option is missing from the Service Level field on Passenger Grid (KT-11254)
Service level field on passenger grid can now have the value "None" ---
On save at Manage PGI screen, the passenger status is getting updated at Passenger screen (KT-11187 & KAPI-1924)
Mange Itinerary groups no longer updates the passenger status.
New Passenger Grid component should be refreshed when Itinerary is updated in other tabs (KT-11279)
Passenger grid is now refreshed when itinerary is updated in other tabs.
Feature: Booking Wizard
Regression: € symbol showing in Booking Wizard (KT-11199)
Currency symbol should no longer show in Booking Wizard, and it should show the currency ISO code
When Create/Add to Itin from BW we need to ensure two extra fields are populated. (KT-11474)
Two new fields are populated on Create/Add To Itinerary. These fields are their associated values are necessary for the functionality of some parts of Booking Wizard.
Introduce new PackageDepartureDatec field on ItineraryItemc Object. (KT-11473)
New PackageDepartureDate_c field introduced on the Itinerary_Item_c Object.
When Add to Itinerary from Booking Wizard and only 1 pax has Chosen an Option, ALL pax for that room are assigned the option. (KT-10965)
We fixed an issue with adding a package to an itinerary that caused all passengers to get the same options.
Back To Search Button (KT-11126)
Updated the functionality of the "Back" button in Booking Wizard to affect changes as part of the Change Occupancy flow in Package Search/Booking Wizard
Confirmation Message on Options Tab Reset (KT-11127)
Added a confirmation message now if a user uses "Reset" in Booking Wizard. They will now be asked to confirm that they want to reset.
Booking Wizard Summary Panel Changes when in "ChangePackageOccupancy" Mode (KT-10901)
Updated the Price Summary panel in Booking Wizard to affect new UI when rooms have been modified or the occupancy has changed.
NEW TAB! Passengers Tab (KT-10583)
Updated the Passengers Tab in Booking Wizard to introduce changes and functionality for Modifications and Changing Occupancy.
Add New Field to Itinerary__c Object (KT-11182)
Introduced metadata change to Itinerary__c to indicate if an itinerary was created with Booking Wizard.
Last/middle section of the Account Name displayed in Passengers tab (KT-11615)
We updated the logic in the Passenger Tab to show both the first and last Name for the Household Account. This name is truncated for long names that do not fit the width of the column.
Confirm that changes on a Contact Layout are Reflected in the Edit Contact Modal in Booking Wizard (KT-11441)
Edit Contact Modal in Booking Wizard will now respect the layout for Contacts.
Sales Agent not able to search in Package Search (KT-11186)
We have updated permissions for Package departures.
Headers of additional rooms not green for a land package (KT-11568)
Updated the UI for Booking Wizard when viewing Land Packages. The Room Headers now match the Cruise mode Green, rather than using the default SF Blue.
Feature: Package Search
Entering Booking Wizard from Package Search in ChangePackageOccupancy (KT-10900)
Updated Package Search to affect new functionality for entering Booking Wizard in Change Occupancy mode.
Modifications to Package Search Filter Panel if in Mode == 'ChangePackageOccupancy' (KT-10897)
Updated the Package Search Filter Panel to affect new functionality required for Booking Wizard in Change Occupancy mode.
Updates to Package Search Availability - Package Search display changes in ChangeOccupancy mode (KT-11268)
The Availabilities Results UI in Package Search was updated to affect changes as part of the Booking Wizard in Change Occupancy mode updates.
Package Search - While search in progress user is able click search button again (KT-11258 & KAPI-2412)
We have added a functionality/UI to prevent user from clicking the Package Search Filter Panel Search button multiple times while a search was being conducted.
Feature: Amendments
[Regression] No redirection and page reloading once Amendment created/merged (KT-11188)
The system will now redirect after creating or merging an amendment.
Booking Wizard > Options Tab. Remove (Original Selection) label from Room when Both PAX are Selected (KT-10935)
We have adjusted the way passengers are highlighted in booking wizard to behave more consistently.
UI Updates to Cabins Tab (KT-11010)
Updated the UI in the Cabins Tab of Booking Wizard to affect requirements for Change Occupancy mode.
UI Updates to Options Tab (KT-11011)
Updated the UI in the Options Tab of Booking Wizard to affect requirements for Change Occupancy mode.
UI Updates to Pre/Post Tab (KT-11012)
Updated the UI in the Pre/Post Tab of Booking Wizard to affect requirements for Change Occupancy mode.
Feature: Itinerary Builder
Meal Plan filter when editing service in costings (KT-10932)
Meal plan filter has been added to the Change service modal
Related Support Ticket: KHELP-11088
Itinerary Price Breakdown: make non-0 cost services visible by default (KT-10893)
Non-0 costs are now visible by default in the price breakdown.
Related Support Ticket: KHELP-9417
Restrict Currency Selection in 'New Group Tour' Modal Based on Selected Channel (KT-11134)
We restricted the currency options in new Group Tour modal, in order to match the channel.
Create new Custom Component for 'New Group Tour' (KT-11135)
New Modal to create Group Tour
Entering Package Search from Itinerary Builder Line in 'Change Package Occupancy' Mode (KT-10896)
We have added an additional line action items in Itinerary Builder to allow a user to enter Booking Wizard in Change Occupancy mode.
Feature: Itinerary Items
Ability to group items in Supplier Bookings by Invoice To account (KT-10745)
We added the setting `Group Items on the Booking page by ` to the Supplier Settings page.
The functionality is set to be added in a later release.
Related Support Ticket: KHELP-11010 ---
Feature: Contact
Trip from a Contact record does not pre-populate Contact Name and Account (KT-9059)
Trips created from contact now prepopulate Contact Name and Account.
Related Support Tickets: KHELP-9663 & KHELP-10373
Bug Fixes
Feature: Payments
Gross Invoicing checkbox not working in Payments Component (KT-11329)
We fixed the gross invoicing payment checkbox.
[REGRESSION]: Editing payment schedules causes them to duplicate (KT-11420)
We fixed an issue that caused duplicate payment schedules.
Refund Payments End With Exception (KT-11446)
We fixed an issue when issuing refunds of negative amounts.
Related Support Ticket: KHELP-11277
Feature: Booking Wizard
Booking Wizard Options Tab - Prices are showing as EUR when the Package is in AUD (KT-11014)
Currency has been fixed for the Booking Wizard options tab
Cabins modal issues for triple rooms (KT-10937)
All available cabins should now be displayed in booking wizard
When AccountType is Travel Agent an Error Occurs when trying to Add To/Create Itinerary from Booking Wizard (KT-10911)
Travel Agent account types now work as intended in Booking Wizard
Protection plan pricing is coming in at the price divided by the number of people in the room. (KT-10661 & KAPI-1901)
Fixed an issue where Protection Plan pricing wasn’t being divided correctly for the Price p/Person.
Booking Wizard - Primary Traveler phone number is not displayed in Select Passengers (KT-10683 & KAPI-1791)
Booking Wizard will now display the primary passengers phone number.
Service Levels not applied in Booking Wizard (KT-11305)
Fixed an issue where, if a package had service levels, components in Booking Wizard weren’t filtering for those service levels and including service levels that weren’t applicable.
On Cancel, the validation message shows up, on clicking close X on top it is redirecting to Itinerary page (KT-11209 & KAPI-2320)
Fixed an issue when closing the Confirm Unsaved Changes modal actually closed out BW and didn’t close the modal.
'Original selection' not marked in the Options tab (KT-11609)
W addressed an issue in the Options tab of Booking Wizard where some original selections were not being noted as Original Selection when other options were chosen.
Booking Wizard gets stuck loading in Change Occupancy Mode if more than 3 rooms are added in the PS (KT-11579)
We addressed an issue when having more than 4 rooms in Change Occupancy mode of Booking Wizard forced it to not render data.
Headers of additional rooms not green for a land package (KT-11568)
Updated the UI for Booking Wizard when viewing Land Packages. The Room Headers now match the Green in Cruise mode instead of the default SF Blue.
Change Occupancy: Can’t assign cabins (KT-11553)
Addressed an issue that was introduced in the Change Occupancy mode of Booking Wizard where it wasn’t possible to assign a cabin to a new room.
P/person selection saved as p/room selection when there’s a second option selected for the room (KT-11496)
Address an issue in Booking Wizard where, if a UOM = person option was selected and then another option was selected in the same room that was UOM = room then the UOM person options were being saved as UOM room.
If CreateItineraryItemPerNightPerRoom = false (pre/post components)- wrong price shown in the summary section (KT-11458)
Fixed an issue in the options tab where, if CreateItineraryItemsPerNight wasn’t selected, the pricing didn’t reflect correctly.
'Reset' button in modify mode doesn’t remove highlighting from summary section (KT-11456)
Fixed an issue in Booking Wizard when using the Reset button on the Options Tab where, in some scenarios, highlighted line items in the Summary Panel would not remove the highlighting.
No 'Reset' button in Options tab in Change Occupancy mode (KT-11569)
Addressed an issue where the Reset button was missing in the Options Tab of Booking Wizard in Change Occupancy mode.
Change Occupancy: Cabins 'eye' icon not working (KT-11584)
Addressed an issue in Booking Wizard whilst in Change Occupancy mode. Sometimes the Cabins modal would freeze whilst loading after selecting the preview (eye) icon.
Regression: Selecting X on cancel validation message redirects me to the Itinerary page (KT-11731)
Addressed an issue when clicking cancel in the Booking Wizard summary panel and then clicking the “X” to close the Cancel Confirmation. Instead of closing the modal and returning you to Booking Wizard it redirected you back to the Itinerary. This is no longer the case.
Select Cabin tab stuck in loading when only triple cabins are selected but not available (KT-11746)
We fixed an issue where the Select Cabin tab would load indefinitely when searching for triple cabins only. Now the search will function correctly.
Feature: Package Search
Sort order is incorrect for Price Categories within Package Search (KT-11009)
Price categories are now sorted correctly in Package Search. ---
Package Search filters caching issues (KT-10936)
A cacheing issue has been fixed for Package search that prevented channels being shown correctly.
Unable to launch Booking Wizard (Add Options) from Package Search (KT-10914)
Fixed an issue in launching booking wizard from package search.
No Package found message is displayed when we change the primary channel in package search (KT-10386 & KAPI-1625)
No package found message should no longer be displayed when we change filter settings.
Not able to enter Package Search after coming out of Booking Wizard in Change Occupancy Mode with Back Button (KT-11471)
Addressed an issue where you might not be able to enter Package Search after coming out of Booking Wizard in Change Occupancy Mode.
Package Search filters are not reset in between searches (KT-11415)
Fixed an issue were Search Filters weren’t being reset between Package Search and Booking Wizard.
Package search from builder defaults to 1 room always (KT-11416)
Fixing the issue where number of rooms always defaulted to 1 in PS accessed via an itinerary.
Cannot select cabin category for an unpriced package (KT-11007)
Fixed a bug that prevented selection of a cabin category for a room in unpriced packages.
Existing rooms visible in Package Search in change occupancy mode (land packages) (KT-11566)
Addressed an issue in Package Search, when in Change Occupancy mode, existing rooms were being returned in the results. Only newly added rooms should be returned.
Component error after clicking the 'eye' icon in Package Search (regular and Change Occupancy) (KT-11567)
Fixed an issue when in Package Search > Availability and clicking on the Cabins Modal the component would error out.
Change Occupancy: 'Add to Itinerary' not greyed out when mandatory items are not selected (KT-11556)
Addressed an issue where the Add to Itinerary button wasn’t disabled/greyed out if mandatory item selections were missing.
Regression: When I try to add a package from PS and select primary contact, nothing happens (KT-11729)
Addressed an issue when accessing Package Search from Account and trying to Add to Itinerary. After selecting the Primary Contact Modal nothing happened and an error was return in the Developer Console. This is no longer the case. You can now Add to Itinerary from Package Search when accessing from Account.
Feature: Rail
Split: Location being cleared after converted manual rail edited (KT-10987)
Location won’t be cleared when converting to Manual rail.
Related Support Ticket: KHELP-10640
[Regression][Manual Rail] Variable does not exist error when clicking service in builder (KT-11745)
Addressed an issue in Itinerary Builder when trying to add a Manual Rail Service. It no longer errors with manualRailServiceId missing.
Feature: Itinerary Builder
Lead passenger first and last name on cloned itinerary (KT-10357)
Cloning Itineraries without passengers now behaves more consistently.
Related Support Ticket: KHELP-10819
Change Start Date action doesn’t update itinerary end date when no active items there (KT-8304)
Change start date on Itinerary now correctly fixes the end date.
Related Support Tickets: KHELP-9972 & KHELP-10710
Part of Room header is sticky in Passengers tab (KT-11611)
Fixed an issue where the headers in Booking Wizard appeared to be stick
Allocations tab table headers (KT-11717)
We fixed a minor UI issue in the Itinerary Builder Allocations Tab where scrolling would cause table headers to mis-align on scroll.
[Regression] Component error in Change Service modal for the Services with Meal Plans (KT-11744)
Addressed an issue in (Itinerary) Costings when trying to change a Meal Plan. It no longer throws a component error.
Feature: Itinerary Items
Booking Label Nights label should be changed back to 'nights' (KT-10348)
Nights label has been changed to nights for consistency.
Related Support Ticket: KHELP-10845
Feature: Supplier Invoices
Allow over/undercharge in bulk invoice allocation (KT-10454)
Bulk Invoice Allocation now supports under and overcharge.
Related Support Ticket: KHELP-10868
Feature: Content
Too many SOQL queries when loading itinerary content table (KT-9775)
We have fixed an issue that caused too many soql queries on the itinerary content table.
Related Support Tickets: KHELP-10702, KHELP-10957, & KHELP-11231
Feature: Package Departure
If Package Departure Inventory is not defined for a Fixed package, package search always returns fallback status (KT-11475)
We fixed a bug when inventory was working incorrectly for Packages with fixed Departure Type
Feature: Passenger Grid
"Expand All" button is not shown on the new passenger grid(KT-11723)
Addressed a regression issue. The “Expand All” Button in the new Passenger Grid was, but is no longer, missing.
KT-11754 Regression: Search/Create Contact modal too big
Addressed an issue when in the Passengers Tab of an Itinerary and creating/linking a contact the credit/edit modal is too big.