Merdeka AI

September 19, 2024

- *Backoffice* - Add filters feature to adders management - Setup pending reason statistic - Add new dynamic parameters for contract signing - Add mandatory field for adders - *Proposal* - Sort Lightreach product selection by PPW (lowest to highest) - Auto-assign default template for combo - Shorten proposal web URL for sales rep POV - Fix PPW changes reflected in system cost - Fix financing type and product name in submit tab - Fix unresponsive proposal template selection - Fix avatar display in main combo - Fix lightreach adjust rate issue - Add status for KYC step - Reorder finance option selections above battery - Hide EPC adders if proposal is using Lightreach - Fix bill analysis button and rename it to "Configure" - *Others* - Add new project status : "Cancel After Installed" - Improve projects loading time when selecting EPC - Fix complexity issue when saving project detail or financing detail - Display both latest note and pinned note in project detail - Fix project status with underscore in the selection

September 13, 2024

- *Backoffice* - Add EPC email contacts management - Exporting Case by Region table as CSV - *Proposal* - Lightreach API management keys implementation - Bill analysis revamp - Ability to edit the parameter to adjust proposal saving - Fix the work tab design list for the designer - Change bill analysis chart graphic and logic - Sunsolar AMPS Bill Remaining Calculator Integration - Auto select sunder blue template - New tab when picking up design success - Able to search high-priority design - Disable edit combo when the proposal is completed - Show high-priority design in my works - Disallow create design before input energy usage - Disallow combo before the design is ready - Apply discounted on combo for Cash - Fix system cost shows the wrong amount - Avg kwh rate always uses decimal - Apply discounted cost on the combo list - Fix adders issue on dynamic web - Fix refetch data for each stepper - Fix translation language flag - *Others* - Minor issue fix for Project CSM assignment - Add the ability to pin project note - Update available prompt for iOS - Add new sorting by follow-up date - Fix initiated by user for case

September 6, 2024

- **EPC Data Review** - Fix for EPC Data Review date discrepancies - **Backoffice** - Proposal Web Content Management - Add Pending Source and Pending Reason Filter - Merdeka Assets Management - Fix Design History Search Bar is not Working - **New Feature** - Add M1 Commission Election in User Profile - **Proposal** - Multiple Recipients for Payload Email - Fix Goodleap stepper issue - New PDF Engine: Dynamic Contract Parameter Input - Display "Edit Request Design" on Design Sales Mode - Fix Yearly Usage Calculation - New Tab when picking up design - Translation System for Spanish - Adjust & fix various UI issues - Adjust Questionnaire Questions - Cash System Cost dynamic depending on incentive - Remove Incentive Selection for Lightreach - Remove Misc Adders for Lightreach - Fix Change Finance UI on iPhone - **Others** - Fix timelines filled by API that are not showing the correct dates - Apply default primary region/team when the user is assigned to a team - Update available prompt for iOS

August 30, 2024

- *Backoffice* - Manage Cases by Region For Backoffice - Add Case Note to Case Detail - Manage Design History Revamp - Add Address, URL, and CSM Email Information on EPC - Proposal Template Editor - *New Feature* - App Setting - Option to Reset Filter to Go Back to Prev Page in Admin Tools - *Proposal* - Proposal Web Template Feature (Select, change & detach template within proposal submission) - Add More Parameters for HIA Contract Mapping - Display "Edit Request Design" Section on Designer Page - Fix KYC Rejected Flow for Homeowner - Fix Cannot Edit Summary - Fix Auto Adder Bug if Edit Combo - Fix Cash Down Payment Input Issue - Update Sunder Intro Wording - Add Ability to Review Contract Doc for Sales & Homeowner - *Proposal Dynamic Web* - Fix Cash Flow Stepper Process Issue in Dynamic Proposal - Fix Battery Adders Selection Issue in Dynamic Proposal - Fix Stepper for Sales Mode - Fix Error Message in Dynamic Proposal - Editable EPC & Sunder adders - Automatic select adder for the associated battery - Editable incentives - Lightreach calculator - Editable Finance Adders - Editable design - Go to Aurora sales mode - Editable Miscellaneous description & price - Editable financing type - Battery selection error fix - *Others* - Add Region, Team, and Sales Rep Information on the Project List View - Add Primary Region & Team to Sales With Multiple Region/Team - Allow Project Creation with Existing Customer Email

August 22, 2024

- **EPC Data Review** - Change sync schedule to twice a day (Every 7 AM WIB and 7 PM WIB) - **Backoffice** - Design History Management - CSM Pipeline (Projects Bucket) - **New Feature** - CSM Assignment Management - Multiple Project Notes (Now we can add more than one note to a single project) - Add Roof Work, Mpu Work, Tree Trim, and Sub Contractor Work fields to Complexity - **Proposal** - Lightreach Battery & Adders Revamp - Dynamic Web Feature (Ability to edit combo in the proposal web) - Fix some icons in adders options and names in combo - Add auto-reload after KYC rejected - Fix stepper in sales view for proposal - Change stepper UI - **Others** - Fix this year filter on the homepage - Fix the timezone filter to PST - Re-arrange project and stage status order - Fix the bug when deleting the timeline - Fix canceled cases that still appear as active

August 16, 2024

- **Backoffice** - User License Management - Proposal API Keys Management - **Proposal** - Fix design edit simulation data - Automatic Combo Creation - Move payload email trigger after sign contract - Add sign epc contract for sales - Move static web qr code - Remove ppw detail and fix autoreject - Prevent sign epc contract when not in sign contract step - Adjust product name width and add null safety - Change wording for goodleap form - **Others** - Retention Button & Timeline in Project Detail - Show region logo in sales information - Fix high priority design and display status UI - Showing super admin instead of company admin when creating new user

August 14, 2024

- **Backoffice** - Manage Proposal Adders for Multi Epc Branches - **Proposal** - Implement Aurora SSO Login for Sales Mode - Fix saving calculation logic and remove negative result - Get Inverter Equipment data from Aurora - Fix Submit Final Questionnaire Issue - Dynamic Goodleap API Key Implementation - Load EPC Adders based on EPC Branch - Proposal headers for supporting on EPC branch - Fix issue styling in design page and components related - Pricing type on adder - Prevent input leading zero during energy input - Change lightreach product selection format - Design Status in Proposal Card - Fix combo edit issue for financing - Move the proposal static web stepper to the bottom - Change all KWH labels into kWh and add dollar to the current rate - Fix equipment sizing issue - Adjust image & the layout - All finance types always show 25 years savings not 30 years - **Others** - Bug When Accessing Project with Sales Rep that has no Team - Fix Wrong Team Display Bug in Project Detail - Project Detail - Move installer name under project name and add logo - Completing A Project Doesn't Save The Project Notes - Fix Merdeka Stage Auto In Progress after Completing Previous Stage - Change wording home page statuses filter for Not Available - Add manager names to Manage Hierarchy Region Detail

August 7, 2024

Merdeka APP: 1. Design request feature (avail on sales POV & designer POV) 2. Fix google maps API issue 3. Add an aurora map image within proposal card (proposal overview page) 4. Enhance design card UI (comments chip) 5. Add emergency design requests 6. Add Sales Rep at home when create & update a design 7. Add proposal page for sales 8. Bugfixes due date calendar input in Task / Case 9. Automate Task / Case status update when Stage status updated 10. Automate Cancelled Date on Timeline when Project is canceled 11. Common issue fixes Merdeka Backoffice: 1. Enhance PDF editor (smooth dragging the attachment(s)) 2. Add an ability to edit an existing embedded docs 3. Add an ability to add the `financingType` when editing the PDF 4. Fix some issue when save the PDF Merdeka Proposal: 1. Questionnaire feature - Video recording when answer the question - Show the rounded camera when answer the question - Camera web permission 2. Fix stepper issues for Cash, Loan, and TPO 3. Change the TPO's flow 4. Review HIC contract 5. CASH Flow logic

August 2, 2024

- **Backoffice** - Get the list of Task Case by Assignee - PDF editor change UI - PDF editor fix draggable text - PDF editor edit existing edited/embedded contract - **Case & Task** - In the form input Due Date limit the date to be maximum 2 weeks from today - **Proposal** - Proposal payload flow revamp - Ability to manually transition from proposal to project - Add Auth0 for external SSO login (For Aurora) - Remove send email to homeowner if contract is ready - Various bug fixing and enhancement to the UI - Add status kyc reject on proposal status - Select adders with the light reach logo error - web static sales PoV - approved by lightreact for some items - Fix main combo name for Cash flow - **Others** - Fix Sales rep phoe number issue when editing in project detail - Fix error when mark complete task & case - On project status updated, set all related case and task to the same status as well - Added disclaimer message upon changing project status - Add private file upload within our file service

July 25, 2024

Improvements Bug Fixes