Set “Enable Shipping” to true by default

Change the default value to “true” that is set for ‘Enable Shipping’ property on Product create action

Action Sources:

• Product create form (admin UI http://prntscr.com/1w8tfm6 )
• Import Product (for new products only AND if Enable Shipping column is not specified in the file)

Send Invoice number to payment provider

On Payment Form submit after successful validation:

• If current shoppingCart.invoiceNumber == null
• Generate invoiceNumber
• Set invoiceNumber to the shoppingCart.invoiceNumber
• Set shoppingCart.invoiceNumber to payment data of the payment providers:
  • Eway
  • Authorize
  • PayPal Flow (simple payment)
  • Stripe (in metadata)

Recurring products + canceling subscriptions for recurring product

Reworked recurring models so they all work the same:

• StripeWebHook
  • + Stripe Customer Portal
• PayPalWebHook
• AuthorizeWebHook
• Create Subscriptions
  • RecurringForms
  • Products
  • Events
  • New form type handler
    • + Discount/GiftVoucher logic

Original Request

Ability to create products with recurring subscription.

It will operate in a similar way it did in BC.

0) Fix logic for forms that are NOT type "Generic" that have recurring secure zone/s attached

Add new validation rule on form submission handler:

• If form type is NOT "Generic" AND any of the secure zones attached to the form are recurring
  • Return error with message:
    Recurring secure zone subscription is not allowed for the "{formTypeAlias}" form type

Add new validation rule on form edit action (tab settings) in the admin:

• If form type is NOT "Generic" AND any of the secure zone attached to the form are recurring
  • Return error with message
    "{formTypeAlias}" form type is not allowed for the form that has recurring secure zones subscriptions assigned.

• If form type is NOT "Generic"
  • Show all non-recurring secure zones AND any already selected secure zones (even if they are recurring secure zones)

1) Shopping cart recurring rules

Add validation for ‘add to cart’ and ‘buy now’ functions

• All products in the shopping cart should have the same recurring type
• allow only products with the same recurring type to be added to the shopping cart.
  (This restriction should be applied because token payments don't allow creating multiple subscriptions for different recurring periods using one single payment token)

2) Recurring Orders

Once recurring order is created - mark it as “Main”

All orders that will be created by recurring payments for future payment cycles should be marked as “Suborder”. Link this order to the “Main” order.

Design for displaying “Main” and “Suborders” in the order list:

https://projects.invisionapp.com/share/FTZVU4BE9HS#/screens

Add suborders tab to the “Main” and “Suborders” detail page (api/orders/{id}/suborders)

• https://projects.invisionapp.com/share/FTZVU4BE9HS#/screens/441983575
• Do not show deleted Main and Suborders in the list under suborders tab
• If an order has been deleted before it is marked as Main, then;
  • restore it and mark as Main once recurring webhook is triggered

Add ‘IsRecurring’ and ‘MainOrderId' to Order object: https://prnt.sc/1xpmgbd

3) Canceling Recurring Subscriptions

Provide ability to:

Cancel recurring subscriptions on “Order” > “Suborder” tab (api/orders/{orderId}/cancel-subscription-on-secure-zone)
- from the main order or any suborders
https://projects.invisionapp.com/share/FTZVU4BE9HS#/screens/441983574

Cancel subscription by logged in user:

• Add new properties to the order object in liquid:
  • `mainOrderId` (int)
    • Tag output:
    • Description:
      instance id of the main order if current order is a recurring sub order
      • if order has NO recurring subscriptions or the order is Main in recurring order sequence
        • null
      • else
        • id of the main order
  • `isRecurring` (boolean)
    • Tag output:
    • Description:
      true if order has attached recurring subscription
  • `hasActiveSubscription` (boolean)
    • Tag output:
    • Description:
      true if order has attached recurring subscription AND it's state is Active, PastDue or Incomplete
• [UI] Add "Cancel Subscription Form" to "CRM" toolbox menu (Show starting Pro plan)
  • Code Generated:
     
• if the form is submitted by a user who is not logged in 
  • show system error-page. With message:
    Not logged in users are not allowed to cancel subscriptions
• if the form is submitted by a user that doesn't belong to the subscription
  • show system error-page. With message:
    You can't cancel the subscription that wasn't created by you

After cancelling a subscription:

• Still show main order and sub orders on “order” > “suborder” tab
• do not show cancel subscription button
  

4) Recurring Events

Add ability to create recurring event subscriptions.

• add system field “Recurring Type” to the event system fields list
  (same field that is used for secure zones)
• once payment is made using ‘SingeItem’ form linked to the event with “Recurring Type” not equal to None
  • create recurring subscription order using event price and period selected in Recurring Type
• On event delete action - if it has active recurring subscriptions - show an error message:
  The item with active recurring subscriptions can't be deleted

5) Recurring Generic Forms

• Create a new form type for general recurring payment
  • “Recurring” (for general forms with arbitrary recurring payment collection)
• Only show and allow recurring secure zones via form’s Settings -> Secure Zones dropdown
• add “Recurring Type” setting on Form -> Form Builder tab.
  • Do NOT show “None” option for Recurring Type
  • [UI] Show “Recurring Type” only if selected form type is “Recurring” (for both: create and edit form layouts)
• ​On Create form action
  • if Form Type is Recurring
    • Automatically add "Accept Payment" field to the form
    • If Recurring Type accidentally comes as NULL or None
      • Set ‘Daily’ by default
• On Edit form action (Form Builder tab)
  • if Form Type is Recurring
    • If the "Accept Payment" field is not selected on the form builder - show an error:
      Recurring form can't be saved without the "Accept Payment" field
    • If the "Email" field is not selected on the form builder - show an error:
      Recurring form can't be saved without the "Email" field
• on Recurring from submitting (accident cases that should be prevented by the logic described above but still may happen due to unexpected errors)
  • if Recurring Type is (NOT equal to None AND is NOT NULL)
    • create recurring subscription order using form price and period selected in Recurring Type
  • else - show error message:
    Recurring form can't be submitted without the "Recurring Type" field
  • if the "Accept Payment" field is not selected on the form - show an error message:
    Recurring form can't be submitted without the "Accept Payment" field

6) Recurring Product

• Change “Recurring Type” property options to be the same as for secure zones
• Show error on checkout submit if products with different Recurring Types are added to the shopping cart:
  Recurring type [typeName] is not allowed for the current payment: gateway
• create recurring subscription order using product price and period selected in Recurring Type
• On product delete action - if it has active recurring subscriptions - show an error message:
  The item with active recurring subscriptions can't be deleted

7) Submitting form with recurring payment error cases

• On form with recurring payment submit
  • If PaymentMethod is CreditCard OR Paypal
    • if PaymentMethod is FREE AND totalPrice after discount  is 0 AND discount applies for ALL recurring payments
      • proceed request and create order
    • else
    • Show validation error:
      • This payment type is not allowed for the recurring subscription

OSE (Nice)

UI

• add new Froala WYSIWYG editor
• remove jQuery dependency from nice frontend implementation

BE

• Add Nice content wrapping logic (like it was in v5)
• Add simple text blocks wrapping logic (like it was in v5)
• Add Nice scope collection and output via js for frontend scripts

CRM contact ‘States’ improvements

Add new Secure Zone verification setting to:

• Settings -> Misc -> CRM Settings   ️
  • Enable email verification flow (Default = true)
  • When false: ️
    • Do not send (or require) a verification email for secure zone subscriptions
    • On login - do not show validation error if isEmailVerified property of the member is false and just log the user in

Improve Secure Zone registration logic️:

• If a user submits registration form with correct email and password (or if EnableEmailVerificationFlow=false AND if is first registration form submit)​:  ️
  • automatically log user in if isEmailVerified=true or EnableEmailVerificationFlow=false

Edit Account form - change email address

• When member changes email address - create internal request for new email  ️
• Validate if new email is not used ️
  • if used - return false result
• If Enable email verification flow == true ️
  • Set new email to desiredEmail property of the contact record
  • Send verification email ️
  • If verified ️
    • replace email with desiredEmail value
  • Else ️
    • allow login under old email until confirmed
• else  ️
  • replace email with desiredEmail value

CRM contacts ‘states’ indicator ️

Ability to see state of the CRM contact  ️

• CRM contact crmType=Contact (no icon)
• CRM contact crmType=Member AND isEmailVerified=true  (blue icon)
• CRM contact crmType=Member AND isEmailVerified=false AND EnableEmailVerificationFlow=false (blue icon)
• CRM contact crmType=Member AND isEmailVerified=false AND EnableEmailVerificationFlow=true (grey icon)

DESIGN:

https://invis.io/TPZ0MD55NJA

Liquid improvement

Extend object of

• add crmType property to contact object:️
  • values
    • Contact
    • Member
• add isEmailVerified property to contact object️ (Boolean)
• Extend filtering of
  (add to toolbox also)️

• add to ‘filterBy’:
  • crmType
    • Contact
    • Member️
  • isEmailVerified
    • true
    • false
• Note: these filters would search by actual CRM contact records data, regardless of the state of Enable email verification flow flag.

Logic improvement

• When the registration form is submitted
  • set crmType=Member  ️
• When CRM contact edited by admin when a new password is set
  • set crmType=Member ️
  • set isEmailVerified to true️

Resend Verification Email

• Add “Resend Verification” button in admin (http://prntscr.com/13e3l2l)
  • show only if isEmailVerified=false

CRM Contacts Advanced Search

• Add searching and sorting to CRM contacts
  • CRM Type
    • all
    • contacts
    • members
  • Member Type
    • all
    • non-confirmed member
    • confirmed member
• Remove member type options if CRM Type == contact

DESIGN:
https://invis.io/TPZ0MD55NJA

Update CRM Contact data scopes improvements and refactoring

Update CRM Contact data scopes improvements

Refactor the CRM contact update function based on the following existing update scopes:

1. Update CRM contact from Admin UI Scope
   1. Allow editing if
      1. User is logged in into Admin UI via admin login form
   2. Disallow editing following fields
      1. IsDataUsingAllowed
2. Update Account Form Scope
   1. Allow editing if
      1. User is logged in via site login form
   2. Disallow editing following fields
      1. Role
3. Update CRM Contact Form Scope (form rendered by )
   1. Allow editing if
      1. User is logged in via site login form AND has Role==Admin
   2. Disallow editing following fields
      1. IsDataUsingAllowed
      2. Role
4. Update CRM Contact via general form submit Scope
   1. Disallow editing following fields
      1. All Contact Fields 
         1. If (see Update CRM Contact and related data fix)
5. Update CRM Contact via stripe customer portal Scope
   1. Edit following fields on "customer.updated" webhook retrieve:
      1. Email
      2. Country
      3. City
      4. State
      5. Address
      6. ZipCode
      7. Phone

Update Stripe customer data on update CRM contact action

On any update account scopes (except Update CRM Contact via stripe customer portal scope)

• if CRM customer has stripe customer relationship.
  • update the following stripe customer's fields:
    • Email
    • Country
    • City
    • State
    • Address
    • ZipCode
    • Phone

Update CRM Contact and related data fix

On general form submit

• 1) If CRM Contact by formSubmissionData.Email is already exists AND CRMContactRecord.crmType==Member
  • if form is a registration form AND Enable email verification flow == true AND CRMContactRecord.isEmailVerified==False
    • Go to Point 2)
• else
  • Skip updating existed CRM Contact data by info in formSubmissionData
  • Skip updating Advanced CRM Group fileds if group is attached to the Contact data
    • however create groups for Form Submissions, Orders and Event Bookings with the info from formSubmissionData if group is also attached to the appropriate CRM entity
• 2) else
  • Create or update CRM Contact data by formSubmissionData
    • If formSubmissionData.<contactFieldAlias> == "" - DO NOT update CRMContactRecord.<contactFieldAlias> ️
• Create or update Advanced CRM Group fileds if group is attached to the Contact data using info in formSubmissionData
  • If formSubmissionData.<AdvancedCRMGroupfiledAlias> == "" - DO NOT update AdvancedCRMGroup.<AdvancedCRMGroupfiledAlias> attached to the CRM Contact ️
    
• If form is a registration form
  • follow the registration process (improvements to the registration process are described in CRM contacts states improvements)

Update form field names for consistency

Change names for all fields from Camel Case to Pascal Case (start with capitalized letter) in order to set them to standard.

This change is backward compatible.

Change names on ‘Update Account Form’ layout:

• email => Email
• firstName => FirstName
• lastName => LastName
• confirmPassword => ConfirmPassword
• password => Password
• oldPassword => OldPassword
• site => Site
• address => Address
• phone => Phone
• city => City
• state => State
• zipCode   => ZipCode
• country => Country
• status => Status
• notes => Notes
• All advanced crm group fields => UpCase first letter
  • example: dealersettings_FreeEuTaxation => Dealersettings_FreeEuTaxation

Change names on ‘General Form’ layout:

• All advanced crm group fields => UpCase first letter
  • example: dealersettings_FreeEuTaxation => Dealersettings_FreeEuTaxation

Invoice number sequence shift on edit order

When editing order and changing invoice number

• If new invoice number is bigger or equal to the next invoice number in invoice number sequence
  • next invoice number value in invoice number sequence to new invoice number+1

Check Wholesaler status on payment flows

For all forms

• if from has field Accept Payment AND (formType is SingleItem OR Checkout)
  • Compare current logged in user type with CRM contact record determined by email in formSubmissionData (if no user is logged in - set as Consumer)
    • If they are different - show an error message:
      The submitter and CRM member types do not match.

Import Contacts improvement (update email flow)

On import for each contact record

• if row contains id
  • if contact record found (by id)
    • if record email is different from import value
      • if there is no such email in the DB
        • change email for the record
      • else
        • skip whole record update process
    • else
      • update record
  • else
    • skip whole record update process
• else
  • try find contact record by email
    • if found
      • update record
    • else
      • create record

Add .stl .dcm extensions to the CMS

Add ability to upload files with extensions:

• .stl
• .dcm

Restrict selecting child module that is already set as parent to another module

Module -> Settings -> Advanced settings:

• Allow creating foreign items from other existing Custom Modules setting
  • if the selected module is changed:
    • Do not allow to save linkage to that new module if it is already linked to another module as a parent or a child module.
      Show error:
      This module already has parent-child relation

Import the same items - doesn't work autocomplete URL's

https://treepl.slack.com/archives/C023SU50YQP/p1636929659049100

1. Create custom module and import files
2. In files create several the same items with the same name and URL's (settings "disable autocomplete" should be turn off)

Actual:

After importing display items with the same URL's

Expected:

If URL' s repeated - should be added 1 to URL's

Contacts - import with 100+ CRM fields doesn't work

1. Go to CRM -> Contacts
2. Import file from attachments
   
   Expected:
   Contacts imported
   Actual:
   Error is shown http://joxi.net/xAeoWX8UM7Mgzm

Price is not showing correctly  for the 'Monthly' secure zone

it does not change from $40 to $12 which is how it is set up in the system

https://services.treepl.co/developer-dashboard-tickets/5492/team_chat

Advanced CRM group in Custom Report, Contact, Form Submission, Order Import/Export

https://treepl.slack.com/archives/C023SU50YQP/p1633928363236300

1. Create or Update Advanced CRM group (change order of fields)
2. Go to Custom Report (after Export file) -> all order fields display not like in Adv CRM Group VIDEO

recapcha v3 - add CMS_CustomSubmit

Add in recaptcha v3 (live and trial sites) info about CMS_CustomSubmit https://www.screencast.com/t/rs4jGR6iNl - as on right side

Сustom module - create custom property with system name

1. Create custom property with name - "Name"  https://prnt.sc/1wlilt4
2. After create the second custom property with the name  "test" - display error https://prnt.sc/1wlio9x
3. After trying to add a new column in the table - display error too https://prnt.sc/1wlirp1

Expected:

Create custom property without errors

Actual:

Display error 1wlio9x

Issue with the extension being in uppercase (.PNG)

https://treepl.slack.com/archives/CC1074CQM/p1637197285103200

1. Go to file manager and upload PNG with uppercase
2. png files don’t show a preview thumbnail (in module image list)

Custom module - "media" property doesn't work in form CreateCustom Module

1. Go to custom -> settings -> site user permissions and enable "Allow Adding New Items" http://joxi.ru/BA0YlbaC146Eqr
2. Go to item properties and add custom property "media" http://joxi.ru/Vm6Y13kC37LMPr
3. Add form on page
4. Go to front end this form and submit form http://joxi.ru/V2V7ovGtBv7yPA
   
   Expected:
   New module item was created
   
   Actual:
   Error is shown http://joxi.ru/KAgVLJET59MvJ2

Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') on Product not correct display ID of item

https://treepl.slack.com/archives/C023SU50YQP/p1635113198006700

1. Put on the order page, invoice or workflow Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') - in this object not correct display id of the product https://prnt.sc/1xa0rsw

Actual:

https://prnt.sc/1xa0rsw

Expected:

Should be 2214

In JSON not correct display "Pagination"

https://treepl.slack.com/archives/C023SU50YQP/p1636064810034300

1. Put on page component with collectionvariable
2. In JSON display "Params" except "Pagination" https://prnt.sc/1yeln01
3. Also check this tag

Actual:

In JSON display "Params" except "Pagination" https://prnt.sc/1yeln01

Expected:

In JSON display "Pagination"

CRMContacts - sortBy: "UpdatedDateTime" liquid error

Put this code on page

<pre>{ "Items": [], "Params": { "type": "CRMContacts", "sortby": "UpdatedDateTime", "sortorder": "DESC", "collectionvariable": "customer", "layout": "" } }</pre>

Display

it results in Liquid Error: Expression of type 'System.Nullable`1[System.DateTime]' cannot be used for return type 'System.Object'

Admin Reset Member Password - in liquid add info about who was reset password

1. Go to system email -> Admin Reset Member Password
2. Put in email Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') tag  and reset some user password - email doesn't receive https://prnt.sc/1wmyclo

Expected:

In liquid should display email and name that user who change password https://prnt.sc/1wmypip

Actual:

Email doesn't work with Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') tag

https://treepl.slack.com/archives/C023SU50YQP/p1634433420261700

Custom reports - filtering by crm group fields doesn't show fields of other crm groups in results

ticket - https://services.treepl.co/qa-dashboard-tickets/5302/issues

1. Go to https://justicenet.org.au/admin/custom-reports/14081/filters
2. Check tab filers with one filter http://joxi.ru/brRxondHB46z42
3. Pay attention these fields do not appear in the results http://joxi.ru/a2XNoY7TQ7gWLr although they are in contact and are filled

Menu/Domains - not correct order in links

Go to Menu -> create a new item and assigned link -> in list of pages not correct order https://prnt.sc/1yr1vu6 AND https://prnt.sc/1yr3z1e

Liquid Error in Deferred Order Payment Email

Go to https://stage-test.trialsite.co/admin/system-emails/336 and add Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') on email content

Notify the client with this message http://joxi.ru/L21BOJ3twvzX4A

Expected: the customer received an email with the correct content

Actual: Liquid Error: Self referencing loop detected for property 'OrderStatus' with type 'eCommerce.BusinessModel.DomainModel.OrderStatus'. Path 'Order.OrderStatus.CustomWorkflows[0]'. http://joxi.net/gmvXNVjCewd93A

Time zone - incorrect time

1. Create and update item
2. Check output Mon, May 9, 2022 - 11:52:55 AM
3. Site time differs from update time http://joxi.ru/Vm6Y13kC37WOKr

Group layout - should be 2189

In layout of group item not correct display

2189 https://prnt.sc/1wzn9tv

Actual:

{{{this.id}}}

Expected:

2189

https://treepl.slack.com/archives/CRUAT8GGZ/p1634840447001700

Custom Module - module export doesn't work

Attempting Export of Module, Error is shown on console http://joxi.ru/eAOOo65cv7awxA

Update item from front - update info deleting media fields

https://treepl.slack.com/archives/C023SU50YQP/p1631146501107000

1. Update item from front with media
2. On front not edit media - click edit - info about media - will be deleting https://prnt.sc/1rm4oa5

Module Item Import Improvement (parent assignment improved logic)

Implemented improved logic of parent item assignment.

(1) When performing import from:

• Tree View Root or List View
  • If the `Parents` column is empty - all items will be assigned to the root level (they will have URLs like "/module-slug/item-slug")
• Particular folder item from Tree View
  • If the `Parents` column is empty - all items will be assigned to that particular item (they will have URLs like "/module-slug/particular-folder-item-slug/item-slug")

(2) If `Parents` column is not present in the import file

• if row represents new item - take parent like described above for empty column (1)
• if row represents existing item (`External Id` column contains ID of the existing item in DB) - do not apply any changes to Parents relationship.

(3) Added improved logic for parent relationships in import/export file

• Now item’s sequence is not required to be order "parent items first then child items". 
  • Import process will determine relations between all items based on 
    • url list from `Parents` column
    • slug from column `Url Slug`
    • existing URLs from DB 
  • and will create proper tree based on that data. So if you are trying to assign new item in row #2 to the parent that should be an item from row #3 - the only thing you should do is to use the correct parent URLs in `Parents` column. Example:

In this case the import will determine that ”Test Subitem” should be a child item to ”Test Parent” (regardless of the fact that is in the next row). 
So it will create the item from row #3 first and then create the item from row #2 and it will attach ”Test Subitem” to the ”Test Parent”, eg:

• Test Parent
  |___Test Subitem

(4) When retrieving new URLs after the new parent’s assignment:

• If any of them already exists
• If ’Settings’ > ‘Misc’ > ’Disable autocomplete for already taken URL slugs’
  • is true:
    show error and will skip applying changes to the item
  • is false:
    find such "-[number]" suffix to the item slug that all new urls of the item is not existing in the DB or prepare to be added from the current import file - see (3)

(5) If item contains several parents (or should be attached to several parent items) - their URLs should be listed in column `Parents` separated by ";":

• When applying parent relationship changes, import will show error and will skip applying changes to the item, if:
  • at least one of the parent urls
    • is not existing in the DB
      OR
    • is not successfuly prepared to be added from the current import file - see (3) and (4)
  • Import will show error and will skip applying changes to the item if you set up several parents to the item and the parent item Module doesn't have setting "Allow multiple parents" == true.

6) Import will show error and will skip applying changes to the item on update item if `Parents` column contains URL of the current item (item could not be set as child to itself!)

NOTE: If an error will be applied to the item that is supposed to be a parent to some other items in the import file - all those child items will not be added/updated as well because of the error that one of the parent URLs does not exist as described above in (5).

Page Caching Improvement

Caching Logic:

When site visitor requests a page, try to find the page in the cache by URL

• (A) If found and could be shown (see The logic when show page from the cache below)
  • If page was cached less then 10 seconds ago
    • render html from cache
  • else
    • go to (B)
• (B) else
  • render the page via liquid engine 
  • If page could be added based on the ‘The logic of adding to the cache’ described below
    • add the page to cache
    • set timeout for page - 10 seconds
    • if while page parsing there was a parse of the {% component type:"shopping_cart" %}
      • Set to cache objectCachedPageObject.UsedShoppingCartOnPage = true

Cached page object should contain following data:

• URL [string]
• DateCached [datetime] (default)
  • Current DateTime
• HTML [string]
• UsedShoppingCartOnPage [bool]

The logic of adding to the cache:

• If a visitor is a logged in user
  • DISALLOW add to Cache
• else
  • If ShoppingCart == null or ShoppingCart.items == 0
    • ALLOW add to Cache
  • else
    • If CachedPageObject.UsedShoppingCartOnPage == true
      • DISALLOW add to Cache
    • else
      • ALLOW add to Cache

The logic when show page from the cache:

• (1) If a visitor is a logged in user
  • DISALLOW show page from the cache
• else
  • (2) If ShoppingCart == null or ShoppingCart.items == 0
    • ALLOW show page from the cache
  • else
    • (3) If CachedPageObject.UsedShoppingCartOnPage == true
      • DISALLOW show page from the cache
    • else
      • ALLOW show page from the cache

Here are the tables that represent all rules above:

(1)

(2)

(3)

FTP sync time improvement

Significantly increased sync time when update pages, templates, snippets etc via FTP

Fixed site errors when upload more then 100 files at once

Slowly works page

Fixed slow page load speed when used a lot of content for secure zone

Events - Start Date change after update 6.1.8

Ticket - https://services.treepl.co/qa-dashboard-tickets/4990/team_chat

Go to https://www.tlcc.com.au/admin/module/1827/list-view?pageIndex=0&view=list-view

Search 2022 or 2021 years

Pay attention the name, start date and url, they have different dates http://joxi.net/a2XNoY7TQ4jzBr http://joxi.net/12MRoxVigkyDOA

Sitemap - Release date issue for blog post

Create new blog with future release date

Go to site map and generate new sitemap

New created blog with future release date should not showing in sitemap http://joxi.ru/Y2LaoD8txMekOA

Misc settings - checkbox in CRM settings is not saved

Go to Misc -> CRM settings and enable checkbox "Secure Uploads"

Reload the page

Pay attention on checkbox in CRM settings is not saved http://joxi.ru/YmE5opqTG9BRlm

JSON - not correct display custom properties and pagination

Create custom module with data source and CRM group

Use this code

Not display correct custom properties https://prnt.sc/1rkf2bd

And info about pagination display not correct If you go to the second page https://prnt.sc/1rkui7t

favorites component

Not correct work includeItemData false.

Not display correct ProductDataJsonHTML.

Not correct display pagination and quantity.

Products - Sorting of group items doesn't work

Not correct order in group items http://joxi.net/V2V7ovGtB8JKEA http://joxi.net/MAj5aeRTd1K112

Secure Zone - secured files were opening to not logged users (If name secure item contains spec symbol)

Make the folder secure and add several files to it (https://stage-test.trialsite.co/admin/file-manager?path=%2f__SZ%20folder)

Files can be accessed and downloaded even by unregistered users http://joxi.ru/EA4YxbaCXxaE5r http://joxi.ru/BA0YlbaC1V46Vr

Import contacts - secure zone is not deleted via import

Do export contacts

Delete "Secure Zone" and "Secure Zone Expiration Date" fields in xlsx file and do import

Go to imported contact and pay attention that the secure zone is not deleted http://joxi.ru/gmvXNVjCeM9BjA (works in v5)

Edit item from front - can't save empty field from front

Go to front and edit Description - delete all info and save

In admin changes not applied https://prnt.sc/1v1eqou

https://treepl.slack.com/archives/C023SU50YQP/p1633532626211100

not correct  this.RecipientName where it should be this.PurchaserName

In Gift Voucher layout Uses this.RecipientName where it should be this.PurchaserName

http://prntscr.com/t0ibqq

/admin vs /Admin

Go to https://stage.treepl.co/Admin and https://furnitura-copy-site.etrnl.me/Admin

Error 404 on v6 http://joxi.ru/DrlW3MEhK0MwzA

Export - Secure Zone Expiry dates wrong/Import - assign Secure Zone

Go to Contacts and do export

Pay attention on exportin file all Expiry Dates = "2099-12-11" http://joxi.ru/Y2LaoD8txvRpvA

URL with symbols doesn't open / download

Upload file via form (attached or https://stage-test.trialsite.co/admin/contacts/10163/form-submissions/10302)

Try download file from form http://joxi.ru/D2Pnoy6twRlJyr or file manager http://joxi.ru/p27YyEgCLxvn6r

Attributes - set up a lot of domains

Create on Domains more than 3 and set up different currency

Go to Product -> cteate attributes -> save all prices 0 https://prnt.sc/1v0q2z9 -> display "show more" https://prnt.sc/1v0q4fv

Order of catalogs not correct

Go to Products

Open Catalogs tab - catalogs display is not correct order like on page Catalogs https://prnt.sc/1u8adja

Custom module - sorting by tags doesn't work

Go to custom modules and enable tags

Add some items with tags

Create new table with property "Item Tag " http://joxi.ru/L21BOJ3twVDRbA

Try sorting items in list view http://joxi.net/YmE5opqTG9LbPm (it works in v5)

Error after clicking on the "login" button

Click on the "login" button without filling in the email address and password field https://prnt.sc/1upqpsv

The following error will be displayed https://prnt.sc/1uqyzqy

Orders - Order statuses

Go to https://furnitura-copy-site.etrnl.me/admin/ecommerce-settings/statuses

first bug - http://joxi.ru/xAeoWX8UMVqObm deleted items are showing in order editing

second bug - http://joxi.ru/GrqakBVtzbq7nr after renaming the order status changed the name to the previous one after editing the content http://joxi.ru/ZrJKojEFQkljNm

third bug - new order status emails used the content of previous emails http://joxi.ru/eAOOo65cvGl3zA

Advanced CRM Groups - Сhanges order after creating a new field and reloading the page

Go to Advanced CRM Groups

Create new fields in any CRM group and click save

Reload page

Pay attention new fields change their position (https://www.dropbox.com/s/giv4det5q1faf2x/CRM%20random%20fields.webm?dl=0)

Advanced CRM Group - not display on thanky, workflow and autoresponder

create form with adc crm group (set up all types https://prnt.sc/1ubwm1q)

On thank you, workflow and autoresponder - not display info https://prnt.sc/1ubjuh1 https://prnt.sc/1ubjwcn

CRM contact Role field

Add system field to the CRM contact record. Place it on the edit contact form and contact details page in the admin. Add Admin User indicator on the contact list.

Field description:

• Name
  • Role
• Type
  • select
  • Values
    • General
      • default
    • Admin User

Restrictions:

• Count CRM users with role Admin User as invited admin users to the site. Apply Site Plan restrictions to invite admin user or save new CRM record with role Admin User based on SUM of admin users plus CRM records with role Admin User
• Show same error message on trying to create CRM contact with role Admin User as on inviting admin users.

DESIGN:

• https://invis.io/F310N6DTHPD8

Component for the subscriptions form

• Params Description
  • Source (required)
    • can take one of the following values
      • subscriptions
        • renders form that updates secure zone subscriptions info
      • info
        • renders form that updates contact info
  • userId (required)
    • id of the contact record
    • if empty or user can not be found - do not render the layout. CollectionVariable should be null.
    • if current logged-in user is NOT CRM contact with role Admin User - do not render the layout. CollectionVariable should be null.
• this object
  • Add ordering to the Show Secure Zones list
    • show in alphabetical order by secure zone name

  {
      // all fields like in  https://docs.treepl.co/liquid/request-object#secCurrentMember
      // new fields marked in orange
      member : {
          "id": 162,
          "email": "asmith@example.com",
          "firstname": "Alex",
          "lastname": "Smith",
          "address": null,
          "city": null,
          "state": null,
          "zipcode": null,
          "country": "Australia",
          "site": null,
          "phone": null,
          "status": "",
          "notes": "",
          "type": 2,
          "isDataUsingAllowed": true,
          "createddatetime": "9/11/2019 3:32:23 AM",
          "updateddatetime": "3/24/2021 2:44:32 AM",
          // Add this field to the  also
          "role": "Admin User",
          // Get ALL secure zones and add flag "issubscribed" : true|false
          // Do NOT change the  object thisway
          "securezones": [
              {
                  "id": 1,
                  "name": "Secure Zone 1",
                  "landingpageid": 2541,
                  "createddatetime": "2018-11-21T15:17:23",
                  "updateddatetime": "2018-11-21T15:17:23",
                  "expirydatetime": "2022-11-21T15:17:23"                
  
                  "issubscribed": true
              },
              {
                  "id": 2,
                  "name": "Secure Zone 2",
                  "landingpageid": 1234,
                  "createddatetime": "2018-11-21T15:17:23.037",
                  "updateddatetime": "2018-11-21T15:17:23.037",
                  "expirydatetime": "9999-12-30T13:00:00"                
  
                  "issubscribed": false
              }
          ]
      }
  }   
      

• Subscriptions Default layout

  <form> action="/forms/members/update-subscriptions.ashx" method="POST" enctype="multipart/form-data"> 
  
      <input type="hidden" name="userId" value=""/ >  
  
  
      <input type="submit" value="Save">
  
  </form>
          
  

Toolbox

Secure Zone -> Update Member Form

Form validation and processing

Create update member subscriptions form handler API

• endpoint
  • /forms/members/update-subscriptions.ashx
• Add support of the jsonResponse param in GET params of the endpoint

Validate submission:

• If the currently logged in user is not null AND he has Role == Admin User
  • if formData.userId is empty - show validation message
    • UserId field is required
  • elseif user can't be found by formData.userId - show validation message
    • User with specified id doesn't exist
  • elseif user found by formData.userId has role Role == Admin User - show validation message
    • Users with "Admin User" role can't be updated
  • else
    • Proceed to update member data the same way as it works in the admin UI
• else
  • Set Error message to the formSubmissionData:
    • Action restricted for your user role
  • if jsonResponse
    • render formSubmissionData as json response similar to other form submissions
  • else If current logged in user is null
    • Redirect to the 401 system page.

Admin UI -> CRM contact -> Subscriptions sort order

Add ordering to the Show Secure Zones list

• show in alphabetical order by secure zone name

Component for the info form

• Default layout

      <form action="/forms/members/update-member.ashx" method="POST" enctype="multipart/form-data">  
      
          <input type="hidden" name="userId" value=""/>  
      
      
          //similar content as generates for update account form in /api/forms/system-form-templates ProfileFormTemplate
          // including advanced crm groups attached to the Contacts
          // replace request.currentmember. in values with this.member. in order to correctly fill the data into the form
      
      </form>
      
   

Toolbox

Secure Zone -> Update Member Form

Form validation and processing

Create update member form handler API

• endpoint
  • /forms/members/update-member.ashx
• Add support of the jsonResponse param in GET params of the endpoint

Validate submission:

• If the current logged in user is not null AND he has Role == Admin User
  • if formData.userId is empty - show validation message
    • UserId field is required
  • elseif user can't be found by formData.userId - show validation message
    • User with specified id doesn't exist
  • elseif user found by formData.userId has role Role == Admin User - show validation message
    • Users with "Admin User" role can't be updated
  • else
    • Proceed to update member data the same way as it works in the admin UI EXCEPT of the Role and IsDataUsingAllowed fields.
      These fields are not allowed to be updated via this API. No error message is needed just skip the role field from the formData if it occurs there.
  • else
    • Set Error message to the formSubmissionData:
      • Action restricted for your user role
    • if jsonResponse
      • render formSubmissionData as json response similar to other form submissions
  • else
    • Redirect to the 403 system page.

Import/Export Process for field Role

Do not add this field to the import and export contacts process. The role could be assigned only via admin UI

Custom Report Changes

Add Mailing List Sync group to the Custom Report -> Settings tab Fields:

• Enable Sync With Mailing List
  • checkbox
  • once selected - show fields below
• Mailing List
  • dropdown
  • required once Enable Sync With Mailing List is selected
    • values
      • List of all mailing lists
    • DO NOT ALLOW to select a mailing list that has already been used by another custom report
• Update Period (in hours)
  • number (int)
    • save 0 by default
• Sync Type
  • dropdown
    • values
      • "Add All Users From Report" (default)
      • "Adjust Mail List Users To Be The Same As In The Report"
      • "Remove Mail List Users That Are Collected In The Report"

DESIGN (take labels from task)

• https://invis.io/DW10NCNEKU72

Update Report Logic

Every hour try to find a custom report by condition:

• report.EnableSyncWithMailingList == true AND
• report.UpdatePeriod > 0 AND
• (report.LastUpdatedDate + report.UpdatePeriod) < nowDate

If found - force Generate Report flow

Sync Logic

Once Generate Report flow is triggered

• Generate Report
• If report.EnableSyncWithMailingList == true
  • Get all contacts from the report
  • Get mailing list by report.MailingList
  • Get all contacts added to a mailing list
  • if report.SyncType == "Add All Users From Report"
    • find all contacts from the report that are not added to the mailing list
    • add those to the mailing list
  • else if report.SyncType == "Adjust Mail List Users To Be The Same As In The Report"
    • unsubscribe all contacts from the mailing list that are not matched to the report contacts
    • subscribe to the mailing list all contacts from the report contacts that are not subscribed yet
  • else if report.SyncType == "Remove Mail List Users That Are Collected In The Report"
    • unsubscribe all contacts from the mailing list that are matched to the report contacts

Plan Restriction

• Available starting from Pro

Comments General logic description

• Comments may be threaded (i.e. commenters can respond to existing comments) or flat (a chronological listing of comments).
• We should have the ability natively to emphasize the module item’s author comments.
  • use item.addedBy of the module item and comment.author.id in condition in liquid comment layout
• Comments should have the ability to be added to any module items and products.
• Prevent liquid and html in comments
  • html encode and wrap on liquid
• Ability to mark comment links as “no-follow” for SEO reasons (auto-apply nofollow to the links on rendering or saving process)
• Allow sending rating with comment
  • Available rating range 1-100
Add ability to delete comments
• Add ability to edit comments
• Add admin UI for comments and comment settings
• Add ability to assign workflow notification once a comment is created

Comments Moderation

Add ability to moderate comments

• Add page Content -> Comments

Apply workflow to send a notification once the comment is created Moderators would receive a notification of new comments and have the ability to approve or deny comments.

Design:

• https://projects.invisionapp.com/share/UR11LP1167WB#/screens

Comments Admin UI

Show comment list on the page Content -> Comments Add filters for the comment list

• Period
  • Show date picker to choose a date range
• Status
  • Approved
  • Pending
  • Spam
• Module
  • List of modules
• Module Item
  • List of module items

Design;

• https://projects.invisionapp.com/share/XT11KVGCNJA8#/screens

Comments settings

Add settings to the page Content -> Comments Allow to setup

• moderation of the new comments
• moderation of the edited comments
• comment sending policy
  • Options
    • Comment Once Only
    • Comments unlimited
• workflow notifications

Design

• https://projects.invisionapp.com/share/XT11KVGCNJA8#/screens/456985535

Comments body saving rules

• Prevent liquid in comments
  • wrap in content before adding it to the liquid object
• Prevent HTML in comments
  • strip all HTML from the body
  • find all links in the content and wrap it in <a href="[link]" rel="noindex, nofollow" >[link]</a>

Comment submit form

The form should contain the following fields

• Body
  • string (multiline)
• Rating
  • number
    • min 1
    • max 100
• reCaptcha v3

Send workflow once a comment is created (if comment settings for the module contain workflows)

If comment settings (moderation of the new comments) for the module required moderation - set the status to Pending If not - set the status to Approved

Use Comment body saving rules once saving the item

Show error message if comment settings (comment sending policy) is Comment Once Only and currently logged-in member already has at least one comment to the current item

• Error message
  • You can't leave more than one comment for this item

[Create Comment] Form Example

    <form action="/public/api/comment/}?layout=" method="post">

[Reply to comment] Form Example

    <form action="/public/api/comment//?layout="  method="post">
        <label>Rating</label>
        <input name="rating" type="number" min="1" max="100" />
        <textarea name="postComment"></textarea>
        <input type="submit" value="Post" />
    </form> 

Comment edit form

Send workflow once a comment is edited (if comment settings for the module contain workflows)
If comment settings (moderation of the edited comments) for the module required moderation - set the status to Pending

Use Comment body saving rules once saving the ite

[Edit Comment] Form Example

<form action="/public/api/comment/edit/?layout=" method="post">
    <label>Rating</label>
    <input name="rating" type="number" min="1" max="100" />
    <textarea name="postComment"></textarea>
    <input type="submit" value="Post" />
</form>

Comment delete form

Allow deleting comments that belong to the logged-in user only.

• Error message
  • You can't delete comment that doesn't belong to you

[Delete Comment] Form Example

<form action="/public/api/comment/delete/" method="post">
    <input type="submit" value="Delete"/>
</form>

Comment Workflow liquid this object

{
    // default params
    ...
    "FormSubmissionData": {
        "fields": {
            "system": {
                "Id": {
                    "name": "Id",
                    "value": 1
                },
                "Body": {
                    "name": "Body",
                    "value": "body text"
                },
                "Rating": {
                    "name": "Rating",
                    "value": 5
                },
                "Author": {
                    "name": "Author",
                    "value": "author@email.com"
                },
                "DateAdded": {
                    "name": "DateAdded",
                    "value": "2021-01-01T10:15:18"
                }
            },
            "custom": {},
            "all": [
                {
                    "name": "Id",
                    "value": 1
                },
                {
                    "name": "Body",
                    "value": "body text"
                },
                {
                    "name": "Rating",
                    "value": 5
                },
                {
                    "name": "Author",
                    "value": "author@email.com"
                },
                {
                    "name": "DateAdded",
                    "value": "2021-01-01T10:15:18"
                }
            ]
        }
        "error": 0,
        "errormessages": []
    },
    "CommentData": {
        "Id": 1,
        "ModuleItemId": 213,
        "ParentId": null,
        "ThreadId": null,
        "Author": {
            "Id": 1,
            "FirstName": "author",
            "LastName": "lname",
            "Email": "author@email.com",
            "IsAdmin": false
        },
        "Rating": 5,
        "Body": "body text",
        "DateAdded": "2021-01-01T10:15:18"
    }
}

Comments pagination

Implement pagination to comments
Take layout from the URL.

• If empty - use the default comment layout.

Component type: "commentThreads"

this object (get ONLY items with Status == Approved):

{
    "Items": [
        {
            "Id": 1,
            "ParentId": null,
            "ThreadId": null,
            "Author": {
                "Id": 1,
                "FirstName": "",
                "LastName": "",
                "Email": ""
            },
            "Rating": 5,
            "Body": "",
            "DateAdded": "2021-01-01T10:15:18",
            "Items": [
                {
                    "Id": 2,
                    "ParentId": 1,
                    "ThreadId": 1
                    "Author": {
                        "Id": 1,
                        "FirstName": "",
                        "LastName": "",
                        "Email": ""
                    },
                    "Rating": 3,
                    "Body": "",
                    "DateAdded": "2021-01-01T10:15:18"
                }
            ]
        }
    ],
    "ModuleItemId": 111,
    "Layout": "",
    "CommentLayout": "",
    "Pagination": {
        "CurrentPage": 1,
        "ItemsPerPage": 10,
        "NumberOfPages": 1,
        "TotalItemsCount": 4
    }
}  

General component Default Layout (/cms-assets/layouts/comment_threads/template.layout):
<div class="comment-threads">
</div>

    <a href="/public/api/comment/load-more/?page=2&limit=&layout=&commentlimit=">Load more thread</a>
    <form action="/public/api/comment/}?layout=" method="post">
        <label>Rating</label>
        <input name="rating" type="number" min="1" max="100" />
        <textarea name="postComment"></textarea>
        <input type="submit" value="Post" />
    </form>
    Thread layout (/cms-assets/layouts/comment_threads/thread_default.layout):
    
    Comment layout (/cms-assets/layouts/comment_threads/comment_default.layout):
    

DESIGN:

• https://projects.invisionapp.com/share/6W11L4POZHER#/screens

Component type: "comments"

<div> class="comment-list">
</div>
<a> href="/public/api/comments/load-more/?page=2&limit=&layout=">load more</a>
<form action="/public/api/comment/?layout=">
    <label>Rating</label>
    <input name="rating" type="number" min="1" max="100" />
    <textarea> name="postComment"></textarea>
    <input type="submit" value="Post" />
</form>

Component Toolbox

Add both components to

• Comments
  • Thread List
  • Flat List

1) Packing Slip and Package Label layouts

Add system Print Layouts for

• Packing Slip
• Package Label

Store them on FTP in the following paths:

• /Content/ShippingLayouts/PackingSlip.html
• /Content/ShippingLayouts/PackageLabel.html

Implement the following admin layouts and functionality:

• Apply FTP sync functionality.
• Create Shop settings -> Shipping Layouts tab (similar to Module Layouts tab http://prntscr.com/tj2psa )
  Add layouts to the Shop settings -> Shipping Layouts tab.
• On edit layout - allow editing content only (name should not be editable).
  Once edited - apply sync to FTP.

2) Print Buttons

Add print icon ( https://invis.io/YAX7PB2EC3Q ) that would allow you to choose one of the following actions

• Invoice
• Packing Slip
• Package Label

Clicking on any of those should trigger print action of the corresponded layout (Invoice layout is an Invoice system email content).

1. Go to Shipping Options -> edit -> settings
2. Change the fee for "handling charge"
3. Go to shopping cart
4. The switch can't be enabled with the "Handling Charge" setting

1. Try to buy a product and on the last step -
2. Close the window
3. In Bambora the payment is created, but not in admin

1. Create an Advanced CRM group and assigned it to Contact
2. Create custom report -> Contact and Secure Zone - no info from CRM group

1. Components->Ecommerce-> List of Catalogs -> Filter values - deleted catalog are displayed

1. Go to Events
2. Create an Event group and import files from attachments twice
3. The error gets displayed after the second import

1. Create more than 10 folders
2. Go to the second page and open one folder
3. Inside the folder create more than 10 folders
4. Go to a subfolder on the second page - incorrect URL display

1. Go to buy a product and put email test_@test.co
2. Pay with Bambora or PayPal - returns error
3. If user submitted checkout form with testt3606_@ - ORDER page stops working in the admin

1. Create Property with name Description
2. Try to display this column on a table - error returned (validation required)

1. Go to form for the event and add this tag into layout: https://prnt.sc/1r4k2dx
2. Open an event on the front-end - no parent ID is displayed

1. Go to any custom module->table and set up Supplier column
2. Go to list of custom modules items - no Supplier is displayed

Search in custom module: the search doesn't work by min-max number and min-max date time.

When you uncheck "Enable Bookings", the homepage layout completely breaks and for some reason ecommerce fields are shown in the backend and the event date fields are removed.

Custom module

Custom module

Custom module

After removing the payment gateway settings and refreshing the page, they are coming back: http://joxi.ru/BA0YlbaCvgLaqr

Go to Event Booking -> Edit -> Save -> an error is being displayed: https://prnt.sc/1mo6w3z

changed from displaying relative URLs to absolute URLs.

BACKLOG

Gift Cards + Discount Codes on form payments and secure zone subscriptions

Gift Vouchers and Discount Codes can now be used with all form payments (general payment, paid Events, paid Secure Zone subscriptions).

For Secure Zone Recurring Discount Settings:

Add new settings to ‘eCommerce’ > ‘Settings’ > ‘Settings tab’:

“Recurring Settings”

• Discount applies to
  • First Payment Only (default)
  • All Payments

Discount Code and Gift Voucher to forms:

Ability to add ’Discount Code’ and ’Gift Voucher’ fields to the form builder.

Generate following HTML on default form html:

Discount Code:

<label for="Payment_DiscountCode">Discount Code</label>
<input type="text" id="Payment_DiscountCode" name="Payment_DiscountCode">

Gift Voucher:

<label for="Payment_GiftVoucher">Gift Voucher</label>
<input type="text" id="Payment_GiftVoucher" name="Payment_GiftVoucher">

Do not allow to add Discount Code or Gift Voucher field to the form type="checkout". 

If attempted, show error: “<fieldName> doesn't allowed on this type of the form”

Do not allow to change the type of the form to type="checkout" if it contains Discount Code or Gift Voucher field.

If attempted, show same error as above.

When payment proceeds - apply following Discount and Gift Voucher like it works on shopping cart.

• SKIP applying on from type="checkout"
• APPLY on
  • Generic form
    • General payment
    • Secure zone recurring payment
  • SingleItem form

Default html code rework:

Replace: 

<input type="text" disabled="disabled" id="Payment_Amount" name="Payment_Amount" value=""/>

to:

<input type="text" disabled="disabled" id="PaymentTotalCost" value=""/>

JS implementation:

• Add ’priceCalculation.js’ to the head section of the page if form contains Discount Code or Gift Voucher field.
• Implement algorithm in JS that decreases price when Discount and/or Gift Voucher applies (trigger it on ’Payment_DiscountCode’, ’Payment_GiftVoucher’ or ’Payment_Amount’ field change event):
  • Take ’PaymentAmount’ form ’name="Payment_Amount"’.
  • Take value of ’GiftVoucherValue’ based on ’Payment_GiftVoucher’
  • Take value of ’DiscountCodeValue’ based on ’Payment_DiscountCode’
    • DiscountCodeValue = PaymentAmount * DiscountCodePercentageValue
      or
    • DiscountCodeValue = DiscountCodeAmountValue implement and use frontend API request to determine values of a discount code and a gift voucher.
      • Return validation errors for DiscountCode AND GiftVoucher (see shopping cart errors)
  • Calculate ’TotalCost’
    • TotalCost = PaymentAmount - DiscountCodeValue - GiftVoucherValue
    • if TotalCost < 0 
      • TotalCost = 0
  • Set ’TotalCost’ to <input id="PaymentTotalCost"/> of the current form

Discount payment flow:

• If PaymentAmount matches the required payment amount for the current form (for Generic form with recurring secure zones - sum of all recurring subscription prices. For SingleItem - priceOfEvent*allocation)
  • If DiscountCode is applied AND (DiscountCode IS expired OR RedemptionQuantity == Expire After x Redemption OR DiscountCode IS disabled)
    • Show appropriate validation error (see shopping cart errors)
  • Else
    • Begin
      • Create Order. 
      • Set OrderLine price to PaymentAmount 
      • Apply Discount and/or Gift Voucher
      • DO Increase RedemptionQuantity for the Discount 
    • Then
      • Get TotalCost by the logic described above.
    • Then
      • If Discount applies to == First Payment Only
        • Create Recurring Payment
          • Set first payment Price to TotalCost  and recurring Price to PaymentAmount
      • elseif Discount applies to == All Payments
        • If DiscountCodePercentageValue == 100
          • Create secure zone subscriptions with expiration date 31-Dec-9999
          • Do NOT Create Recurring Payment
        • else
          • Create Recurring Payment
            Set first payment Price to TotalCostand recurring Price to
            PaymentAmount * (1-DiscountCodePercentageValue/100)
            • if TotalCost == PaymentAmount * (1-DiscountCodePercentageValue/100)
              • set general recurring payment with price == TotalCost
  • Then
    • if GiftVoucherValue > 0 and (PaymentAmount - DiscountCodeValue) > 0
      • GiftVoucherBalance = GiftVoucherValue - (PaymentAmount - DiscountCodeValue)
      • Apply GiftVoucherBalance to the GiftVoucher
• else 
  • show current validation error message
• Then
  • When recurring payment triggers webhook
    • Get Parent Order's DiscountCode
    • Get Parent Order's OrderLine
    • Create order using OrderLine and DiscountCode
    • DO NOT increase RedemptionQuantity for the DiscountCode

For Stripe:

For recurring payment if payment gateway is STRIPE

If Discount applies to == All Payments AND applied DiscountCode and GiftVoucher - show validation message:

“Current site settings doesn't allow applying Discount Code and Gift Voucher at the same time for recurring payments”

Examples:

Examples of secure zone subscription purchase (Discount applies to == First Payment Only):

1. For % off discount, it should be a one-time discount. So that the renewal is at the normal rate for that subscription.

For instance:

• subscription cost $100
• 50% discount
  

Result

• first payment: 100*0.5 = $50
• recurring payments: $100

2. For dollar amount discount, it would work the same way - on the initial purchase only. All recurring invoices would not use the discount.

For instance:

• $100 subscription
• $50 discount
• $30 gift voucher
  

Result

• first payment 100-50-30 = $20
• all recurring payments: $100

BACKLOG

Stripe Customer Portal

Implement Stripe Customer Portal Page
(What is this? https://stripe.com/docs/billing/subscriptions/customer-portal)

Liquid:

Add link for the Stripe Customer Portal into the request member object:

‘request.currentmember.StripeCustomerPortalLink’

When clicking on the link:

• if current logged in user == null
  • Render content of 401 System Page
• Else, verify if current logged in user equals to order's CRM contact
  • If true:
    Open Stripe Customer Portal page
  • Else:
    Render content of 403 System Page

Implement Flows triggered by the Stripe Customer Portal 

Cancel Recurring Flow:

• If subscription canceled from Stripe Customer Portal - cancel subscription in the CMS

Change Subscription (that contains only one Plan):

• If subscription plan was changed from Stripe Customer Portal - sync plan on the subscription in CMS

Change Email Address:

• If email address changed from Stripe Customer Portal - begin change of  CRM Contact -> Email property:
  • Create request to change email
  • send confirmation email to new email address
  • if confirmed - change email
  • else - do nothing
    

Change Billing Address:

• If Billing Address changed from Stripe Customer Portal - change CRM Contact -> Billing Address accordingly

Change Phone Number:

• If Phone changed from Stripe Customer Portal - change CRM Contact -> Phone property

BACKLOG

Custom Reports: Customer And Order logic extending

Add following ”view” and ”filter” options to ”Customer And Order” report type allowing further order and individual product reporting/filtering:

• Product Name
  - Show dropdown of ALL product names on filter
• Product Attributes
  - General string field on filter
• SKU Code
  - General string field on filter
• Product Quantity
  - Number field on filter
• Product Price
  - Number field on filter
• Product Total Price
  - Number field on filter
• Order Discount Price
  - Number field on filter
• Order Discount Code
  - General string field on filter
• Order Gift Voucher Price
  - Number field on filter
• Order Gift Voucher 
  - General string field on filter
• Order Shipping Price
  - Number field on filter

BC example: http://prntscr.com/15dpmrd

When the following fields are selected for viewing - show each product data on a separate row.

Order and Customer data should be repeated in each row where product data listed.

Example: https://www.screencast.com/t/aX5hWFlz

BACKLOG

“| truncate” filter fix

Fix for the Liquid ‘| truncate’ filter

If string length bigger than (limitValue - ellipsis length) - do not show ellipsis at the end of the string

Before: http://prntscr.com/16bd9c7

After: http://prntscr.com/16bdidy

BACKLOG

Add form alias to system page redirect URL

Change default system page URL for form submissions to include the form alias as URL parameter (for GA tracking purposes):

/form-submission-results?form=[form.Alias]

So it will be similar to previous implementation:

/forms/cases.ashx?form=[form.Alias]

Feature Flags

Feature flags changes (v6.1)

Move flags to ”internal” and set to true:

• Anti-spam protection

Portal

Rename Site

Ability to rename site name in Treepl Portal (under site settings)

Portal

Export site details

Export data for Trial and Live sites
Show button that performs export all sites details [in excel format]

For Live sites:

File Name: “Live_Sites_Export_${dateStr}.xlsx”

Export Data:

• Site Name
• Live Site URL (Primary domain)
• Trial Site URL
• Plan
• Plan Fee
• Date Created
• Expiry Date

For Trial sites:
File Name: “Trial_Sites_Export_${dateStr}.xlsx”

Export Data:

• Site Name
• Trial Site URL
• Plan
• Date Created

DESIGN (for button placement): https://invis.io/KS111912R74U

​Restrictions:

• Allowed for portal owner role (‘Partner’, ’Agency’ and ’Treepl User’ (added to the ’Agency’ portal))
• Not available for ’Free user’ and ’Associate’ levels

Portal

Renewal notifications

Renewal checker will ping sites for renewal info.

If site found that matches condition - send email notification.

Conditions:

If current date is:

• for site with monthly subscription
  • 3 days priorthe date of subscription
• for site with annually subscription
  • 1 month (30 days) prior the date of subscription
  • 3 days prior the date of subscription

Email sending conditions:

• Send email only to account owner
  • if account owner is agency - DO NOT send email to there Treepl user/s
• If subscription created via direct billing flow
  • send email to payer 
  • send email to account owner

Email notifications:

Create emails templates for monthly and annual subscription 

DESIGN: https://invis.io/H6111B3M9PYQ

BACKLOG

New Architecture

Database and CMS Core

New Architecture as presented on Treehouse #22:

https://forum.treepl.co/t/treehouse-meeting-22/1658/4

LIQUID 3.0

New liquid engine provides much faster data retrieval than the previous version.

However there are also some differences in liquid work between versions.

Mostly they are the fixes of previous functionality that was semi-broken but still could be used by some partners as it was.

In that case such use of the buggy implementation required it to be fixed.

See this documentation article for changes and required actions.

BACKLOG

File Manager - Editing in tabs

Provide ability to open several files in tabs in the file manager

DESIGN: https://invis.io/ZA10840NYPRV

Editing supported for text-based files only of the following extension types:

• .txt
• .inc
• .layout
• .csv
• .log
• .sql
• .html
• .htm
• .xml
• .css
• .scss
• .sass
• .less
• .js
• .xhtml
• .rss
• .json
• .tpl

BACKLOG

Show Discount Codes In Backend

The ability to see which discount code is used for a specific order in the backend.

Order details:
http://prntscr.com/17aeox4

Order Products list:
http://prntscr.com/17aeavx

BACKLOG

Allow module item search from Tree View (same as List View)

The ability to search in nested module items and in Tree View (like you can in List View) for Pages, Snippets, Custom Modules, etc.
This brings list search to all modules now, including Blogs, Banners, Galleries, etc.

BACKLOG

Pagination on tree view module items

1) Add pagination for tree view in admin panel (UI is the same as for list view).

Pagination is now applied to both ’Parent’ items (viewed as folder icons) and ’Child’ items (viewed as file icons) and acts upon the whole list.

2) Apply Sorting via backend. Default sorting is not set (sort "folders" (parent module items) first then "files" (child module items)). 

Remember latest applied sorting (like it's done for list view).

Store sorting field/sort direction separately from list view so they are remembered independently.

3) Add searching by name for the current level

BACKLOG

Show/Hide Inactive/Disabled Items

The ability to show/hide inactive/disabled items across all modules.

• showing all enabled and disabled
• showing just enabled
• showing just disabled
  

DESIGN: https://invis.io/8B10ETTMSHCU

BACKLOG

Module Introductory Note

Allow adding an introductory paragraph to the module list view to give editors some guidance.

Sometimes we want to give users some general directions for a module or some context on how a module is being used and what part of the website it populates.

Proposed solution:
Allow the addition of notes to a module that would be displayed inline above a module’s list view. Suggest that they are in a collapsible accordion that would be open by default, but after being closed by the user it would remember its state and stay closed on future visits.

DESIGN: https://invis.io/6U10E76B32XQ

BACKLOG

Bulk Assign Templates

Ability to assign several items (Pages, System Module items, Custom Module items) to a template via admin interface.

DESIGN: https://projects.invisionapp.com/share/PQ10EEP7NKZA#/screens/446376158

BACKLOG

Implement reCaptcha v3 For System Forms/login

Add ability to select the version of reCaptcha used for system forms

Add section to ‘Settings’ > ‘Misc’ with the ability to choose reCaptcha v2 or reCaptcha v3 to use on all system forms, which include:

• login form
• restore password request form
• reset password form (on ’reset-password’ system page)
• Update account form

Selected reCaptcha will affect both, the way the form's html is generated from the toolbox/component manager, and the reCaptcha validation for the submit action.

BACKLOG

Add “Format” To Code Editor

Add Button for code formatting purposes.

http://prntscr.com/nu1954

DESIGN: https://invis.io/NT10EEPX3GSY

BACKLOG

Customer Bookings and orders tabs

Add Event Bookings tab to CRM Contact:

http://prntscr.com/15hkhrp

Content should be the same table as on Event Bookings page http://prntscr.com/15hktfh

Add Orders tab to CRM Contact:

http://prntscr.com/15hkhrp

Content should be the same table as on Orders page http://prntscr.com/15hkv9f

BACKLOG

Favorites

1) Add/remove from favorites actions

Add two GET URLS (public api), one for “add” and one for “remove”, for logged in users with `itemId` as parameter (id of module item that should be added to favorites)

2) Add component type:"favorites":

• `moduleIdentifier` (required) - moduleName or moduleId.
• `itemId` (not required) - id of the module item
• `limit` (not required) Default=ALL - number of items to be rendered
• `collectionVariable` (not required) - works the same way as other modules.
• `layout` (not required) - path to FTP file that will contain layout content to be parsed.
  - If specified empty string - do not render anything.
  - If not specified at all - render default virtual layout (see design link below).
• `includeItemData` (not required)- true/false boolean. Default=false

Default sorting by `CreatedDateTime` DESC.

Single item context is:

• Id
• FavoritesInfo
  • IsFavorite
  • CreatedDateTime
  • AddToFavoritesURL
  • RemoveFromFavoritesURL

(If `includeItemData` == true, the modules typical data will be included along with the above “Favorites” data.

3) Add component to toolbox, under: “CRM” > “Favorites”

4) Add default JS and styles for favorites:

Once added to favorites - change favorite icon appearance and switch URL from ’add to favorites’ to ’remove from favorites’.

Once removed from favorites - change favorite icon appearance and switch URL from ’remove from favorites’ to ’add to favorites’.

If user is not logged in and clicks Add or Remove from favorites - redirect them to system error page with the following data:

• • FavoritesRequiresLogin
• • You need to be logged in to the site in order to add this item to your favorites list.

Apply ability to request add and remove from favorites API urls with GET param `jsonResponse=true`.

If `true` - return JSON response with error details (status code 401).

Otherwise - redirect to error page with the above described type and message.

DESIGN: https://invis.io/VEZ0HS6A8YF

BACKLOG

eWAY and Stripe improvements

1) Add to data passed to eWay:

• First Name
• Last Name
• Address
• Postcode

2) Change ”Invoice Description” to <form name>

3) Add data passed to Stripe (only for one-time payment):

• First Name
• Last Name
• Address
• Postcode

4) Change ”Description” to <form name>

BACKLOG

Show Product URL based on current catalog

On product detail show URL based on catalog that it’s contained in.

Modify component type module logic:

If filtered by `parentId` add `this.url` value based on the parent determined by `parentId`, eg:

• Item has 3 parents:
  • Parent_1 (ID 11) (shown by default)
  • Parent_2 (ID 22)
  • Parent_3 (ID 33)
• When for the example item this object should have
  • /treeplcms-version-release-updates == "/parent1"
• When for the example item this object should have
  • /treeplcms-version-release-updates == "/parent2"
• When for the example item this object should have
  • /treeplcms-version-release-updates == "/parent3"

BACKLOG

Customize Analytics

1) Analytics Customization

• https://prnt.sc/x8ckpz
• https://prnt.sc/x8c7mt
• delete chart
• reorder chart using drag and drop
• edit single chart (see point 2 below)
• Ability to restore analytics to default (https://prnt.sc/x8c9yz)
• ability to add chart to the analytics layout

2) Single Chart customization

• https://prnt.sc/x8c3hy
• change width via col size dropdown
• show/hide tabs buttons (for tabbed charts)
• default period of days selector
• Chart title customization

3) Add Chart to analytics

• https://prnt.sc/x8ccae
• clicking add - creates empty chart panel
• clicking add button inside - opens chart selector (https://prnt.sc/x8cddk)

4) Restrictions

Feature available on PRO Plan and higher.

BACKLOG

Copy File URL to clipboard

Add ability to get file’s URL in file manager and file manager toolbox.

• Сopy File URL (relative URL)
• Preview In New Tab

DESIGN: https://invis.io/VTYEHO7Z6NJ

From Forum

BACKLOG

Wording change on event bookings

Rename following wording in the CMS:

• Module -> Settings -> Advanced Settings
  • “Enable subscription” to ”Enable bookings” (http://prntscr.com/vxn4mi)
• Event -> Details:
  • “SUBSCRIPTIONS” tab renamed to ”BOOKINGS” (http://prntscr.com/vxmw13)
    • Table column ”Subscribed Date” to ”Booking Date”
    • Excel export table column (on import - react on both new and old name)
      - “Subscribed Date” to ”Booking Date”
      - “Allow Multiple Subscription Per Email” to ”Allow Multiple Bookings Per Email”
• Toolbox -> Events
  • Toolbox item name ”Event Subscription Form” to ”Event Booking Form”
  • Field Name ”Event Subscription Form” to ”Event Booking Form” (http://prntscr.com/vxn1ru)
• Form
  • Default user field title ”Accept Event Subscription” to ”Accept Event Booking” (http://prntscr.com/vxn41h)
• CRM -> Event bookings
  • Title ”Booking Subscriptions” to ”Event Bookings” (http://prntscr.com/vxn7gx)

BACKLOG

Drop shipping feature improvement

Feedback description:

When a visitor makes an order for several different items on one and the same order the system will create one purchase-order for each item even if they all are supplied by one and the same supplier. This obviously causes a lot of extra work for the suppliers. BC consolidated several items to one and the same purchase-order and only split the order if there were multiple suppliers to supply the items on the order.

Solution:

Consolidate several items to one supplier email for the same order instead of sending supplier email for each product.

Bambora Payment Gateway

Bambora Improvements (patch v5.8.1)

Design: http://prntscr.com/vljvo7

1) Implement Payment window modes (payment gateway settings page):

• redirect (already implemented only method)
• modal
• inline
  

Bambora Documentation:

https://developer.bambora.com/europe/...

2) Implement "immediateredirecttoaccept" setting:

When the payment has gone through you end up on a "success" page on the bambora site and you can then click to go back to the Treepl site with the receipt.
This can be passed so you don't see that page but go directly to the Treepl receipt page via the "immediateredirecttoaccept" parameter.

Bambora Documentation:

https://developer.bambora.com/europe/...

3) Language control settings

Provide possibility to select the language for the payment window.

Bambora Documentation:

https://developer.bambora.com/europe/...

4) Add transaction ID to the list view of the order (and allow search).

eg: http://prntscr.com/vikmzm

Misc

Admin UI: Orders pagination (patch v5.8.1)

Improve Pagination speed (CRM -> Orders)

Direct Billing

Invoices for portal payments (patch v5.8.2)

For direct billing with commissions:

• Add billing address and personal details fields to the CMS billing page in order to add them to the invoice.
• Make them required.
• Send Invoice to the payer instead of the Agency user.

Feedback Task

Set 404, 403 and 401 status codes when showing appropriate system pages

Implement server responses for 404, 403 and 401 statuses to set appropriate status codes and at the same time still display appropriate System Pages content.

Feedback Task

Admin Proof Read/Suggestions (Part 2)

Original Source: https://docs.google.com/document/...

12. [ ✔] In the “Form Builder” options, perhaps adjust the form ‘Type’ display names an provide a short explainer, eg
14. [✔ ] In Secure Zones, when setting “Membership Renewal Rate”, perhaps change the values from “Day, Week, Month, Year” to “Daily, Weekly, Monthly, Yearly”
23. [ ✔] On the Product settings tab, suggest changing “Max Downloads Allowed” to “Maximum Downloads Allowed” (for consistency)
30. [ ✔] For ALL module ‘Layouts’ tab, perhaps remove the redundant “Create New...” from the “CREATE NEW” dropdown option. Two example
31. [ ✔] For the Products/Catalogs “Layouts” tab, consider removing the ‘s’ from headings “Catalogs Layouts” and “Products Layouts” to just “Catalog Layouts” and “Product Layouts”
33. [ ✔] Consider adjusting “Discount Codes” menu item and headers to title-case
34. [ ✔] Consider adjusting “Gift vouchers” and “Shipping options” to title-case in the main admin menu
36. [ ✔] Under “eCommerce” > “Settings”, consider adjusting headings and labels to title-case. Also, ‘lifetime’ is one word so change “Shopping cart life time in hours” to “Shopping Cart Lifetime in Hours”
38. [✔ ] Under “Reports” > “Custom Reports”, could the list display more human readable ‘Type’ values? Ie: “Contacts and Event Bookings” instead of “ContactAndEventBookings”
40. [✔ ] Under “Reports” > “Custom Reports”, when editing a Report, under the ‘Fields’ tab consider adjusting some letter cases (“Id” should be “ID” if possible) and perhaps change “E-mail” to “Email” for consistency.
Assuming these changes will then flow through to the report column headers.

Public Request

Custom Client Notes For Custom Fields

Source:

https://treepl.co/...

Description:

New 'Notes' field against any custom field created in the admin. It would display next to the field when clients are creating Custom Module items and could provide additional info to help them when entering content.

For example: with an image field, the note might read "This image is displayed as the thumbnail on your Team Members page and ideally should be portrait orientation and at least 500px wide".

The note could perhaps be hidden under a help/info icon to keep the layout clean.

On property add/edit form:

Allow add notes (https://projects.invisionapp.com/...)

On module item add/edit form:

Display notes when hover tooltip icons (https://projects.invisionapp.com/...)

Note:

Add notes to `module` export/import flow.

Public Request

Set Custom Icons For Nested Module Items In Tree View

Source:

https://treepl.co/...

Source Description:

Provide ability to change icon of the item in tree view (http://prntscr.com/vu9h50)

• Add icon field to the `module` > `settings` page http://prntscr.com/vuhivv.
  Provide ability to choose icon from the system or custom library.
• Store icons in /admin-assets system folder. Store folder outside FTP folders.
• Provide ability to add icon to the icons custom library (on Admin menu configurator page). Design: https://invis.io/S6ZFRJWRNJG
  Suggested icon dimensions and extension: 24x24px, SVG
• Change icons display logic on module items tree view
  • if module has custom icon - show it instead of "File" or "Folder" icon
  • else - show icon as previously:
    - if module is Parent module - "Folder" icon
    - if module is Child module - "File" icon

Feedback Task

Improve GDPR control, Contacts and advanced CRM groups

1) Add new Group to `Settings` -> `Misc`

• GDPR (“Allow listing CRM contacts data” True/false boolean)

2) Logic

If ”Allow listing crm contacts data” == true - discard "Allow listing my contact data in the CMS" checkbox behavior and always allow use all contact data:

• via components
  • Liquid Error: Object reference not set to an instance of an object.
  • Liquid Error: Object reference not set to an instance of an object.
• in the admin CRM data pickers

3) Components logic extending

Add includeSecureZonesInfo: "true" param to

If not set - default value is false

Also add it to the toolbox.

If true - add following object to item context (similar to what we have in ):

securezones": [

{

"id": 1,

"name": "Member Only Area",

"landingpageid": null,

"createddatetime": "2020-10-20T14:59:54.347",

"updateddatetime": "2020-11-12T16:07:27.113",

"expirydatetime": "9999-12-31T06:00:00",

"ExpiryOption": null,

"ExpiryAfter": null,

"AccessType": 0,

"Plans": null,

"CountPaidSubscribers": 0

},

Feedback Task

Admin UI changes

Task list:

• Add site Name and User Name to the header (https://invis.io/N5ZHIBBCKZJ)
• Add notifications indicator with description in tooltip http://prntscr.com/vvmpzk
• Fix datasource search in datasource pickers (search by `contains` rule instead of the `name starts with` - https://prnt.sc/vv8pm7)
• Sort datasource items alphabetically in datasource pickers (https://prnt.sc/vv8pau)
• Add button that will trigger sort all module tags alphabetically (https://prnt.sc/vv8q36)
  Add confirmation popup in order to prevent accidentally sorting.
• Add loader and notification on:
  • Import module items
  • Export module items
  • Duplicate module item
  • Designs:
    - https://invis.io/FJZHI9XDE3B
    
    - https://prnt.sc/vv907c - blinking circle and message that shows what process is currently working
    
    - https://prnt.sc/vv910x - message that shows when you try to close the tab where background process is working
    
• Add to `Settings` -> `Misc` ability to switch off warning message (https://prnt.sc/vv92oq) when you switch between wysiwyg and ACE editors (https://prnt.sc/vv934e)
  Default value is false
• Improve tree view of Gallery/Slider modules on all sites:
  - remove `url` and `template` columns
  - add `image` column

Public Request

"Already Taken" URL Validation

Source:

https://treepl.co/...

Description:

Validation warning for general URL conflicts before saving item. ie: for Pages and other items not influenced by the Advanced URL Manager.

1) Update `Settings` -> `Misc` in group “Admin Panel Settings” with new setting “Disable autocomplete for already taken URL slugs” (default is ‘false’)

2) Logic

If `true` - do not add `-1` to the slug on save.

Throw validation error message "Warning: Duplicate URL"

If false - logic should be as it was earlier.

Public Request

Add Default Styling For Pagination

Source:

https://treepl.co/...

Description:

Currently pagination outputs raw unordered list.

Apply some default formatting to remove the bullets from the list and make it horizontal. Also by default it would be nice to truncate the pagination with “…” and show the last page if there are over 5 pages.

If we really want to get fancy we could make the default styling along these lines.
https://prnt.sc/vv8ivx

1) Component param

Add param to component type `module` and `module_of_member`

• styledPagination : "true"
• default value is false
• if true - show new pagination structure instead of old one

2) Toolbox

• Show under ”Display Pagination”
• if checked - show new pagination structure instead of old one
• Hide if ”Display pagination” is false
• Set default value to true.
  But reflect in component string only if display pagination is true

Applies to the following modules:

• Custom module (Groups and Item lists)
• Blogs (Groups and Item lists)
• Gallery/Slider (Groups and Item lists)
• FAQ's (Groups and Item lists)
• Banners (Groups and Item lists)
• Authors
• Events (Groups and Item lists)
• eCommerce (Catalogs and Product lists)

Public Request

Small UI tweak: Add Icons To Items Under "Content" Section

Source:

https://treepl.co/...

Description:

Implement the icons in “Content” section that are already under the components insertion list.
https://prnt.sc/vtq0wq

All other icons on the 2nd level should remain the same.

Apply it to all default menus. Leave custom menus as is.

Design:

https://invis.io/P2ZFPCZZGAX

Public Request

Pages/Template/General Editing Window

Source:

https://treepl.co/...

Description:

Make the editing area fill the vertical space in the browser window.
https://prnt.sc/vv8k25

Public Request

Recent Item Section

Source:

https://treepl.co/...

Description:

A ‘Recent Items’ section to quickly go back into last page/module you were in, without having to navigate back to that page.

Functionality

• Store history in session storage.
• Add to visited pages recent item history. If the page is already in the history - move it up in the history list (instead of adding duplicate history item).
• Remember 10 last visited pages.

DESIGN

https://projects.invisionapp.com/share/...

Feedback Task

Grouping product in toolbox improvement

Show `this.id` as first option of ”Filter Value” field for following components in toolbox (show it before datasource loading process occurs)

Ecommerce:

• Related Products
• Grouped Products
• Product Attributes
• Item Quantity Field
• Add to Cart Button
• Buy Now Button

IF it's selected or NO item selected - show "2189" as value

http://prntscr.com/vpx6xu

http://prntscr.com/vpx8no

Feedback Task

Forms email aggregator

Add new setting to `Form` -> `Settings`:

• Send Secure Zone Login Details Email (default: true)
• If enabled - don't send ”Secure Zone Login Details” system email on secure zone subscription form submit

Add new setting to `Form` -> `Settings`

• Send Confirm Email Notification (default: true)

Add liquid variables of ”Confirm Email Notification” to the scope of the following system emails:

• Invoice
  • this.EmailConfirmationUrl
  • + Secure Zone Login Details variables
• Secure Zone Login Details
  • this.EmailConfirmationUrl
    (set empty string as value if no confirmation required [ie: if user is already confirmed])

Feedback Task

CRM -> Bookings: Export to Excel to be filtered by form name?

Source

https://forum.treepl.co/...

Improve Bookings export (https://prnt.sc/vv97ic)

• Improve ”Form Name” selector (multiselect)
  • all forms (default)
  • manually subscribed
  • form list...
• Add ”Event” selector (multiselect)
  • all events (default)
  • event list...

Update exporting logic so it will retrieve bookings based on selected forms and events

BUG

Infinity redirect on login to Portal

Fix infinity redirect on SSO login to Portal

BUG

Toolbox bug in event group Component

https://forum.treepl.co/...

BACKLOG

PORTAL:

Portal restructure

1) Rename Menu items

Change following:

• ‘My Details’ to ’My Settings’
• ‘Backlog’ to ’Public Backlog’

Split Menu in two parts. Set to bottom menu following items:

• Public Backlog
• Documentation
• Pricing For Resellers

Change Icons for

• My Settings
• Pricing For Resellers
• Projects / Services
• Support

2) Restrictions

Restrict commissions for Agency role only

Show prices that include commissions on the Treepl CMS sites in direct billing page

DO NOT include commissions if clicking pay from the portal.

3) FTP credentials tab

Create FTP under trialsite.co subdomain

Show host and username under ’FTP credentials’ tab

https://prnt.sc/vk4elt

BACKLOG

PORTAL:

Direct Billing (commissions)

1) Add “Commissions” tab to ’My Settings’

Design: https://invis.io/SDZC33JMHBA

Settings:

• Default Commission Value (validate numbers only, range: 0 - 900)
• My PayPal Email
• Resend Verification button
  • show only if current paypal email is not verified.
  • clicking on the button should resend ’paypal email verification’ email

Once form is saved - send ’paypal email verification’ email with the confirm button.

Once confirm button is clicked - mark paypal email as verified.

• If error occured while confirmation - show system page with error text
• else if OK - show success page and link to trial sites list page.

DO NOT SEND commissions to paypal emails until they are verified (trigger Payment error)

2) Add commission tab to site edit page

Add tab that will allow to setup commission for the site for monthly and annually subscriptions.

Settings:

• Commission Type (dropdown)
  • Percentage (default)
  • Value
• Commission Value (validate numbers only)
  • ranges for ‘Value’ type:
    0 - [value that gives 5000 in Your client Pays]
  • ranges for ‘Percent’ type:
    0 - [percent value that gives 5000 in Your client Pays]
  • default value from the ’MySettings’ -> ‘Commissions’ -> ’Default Commission Value’

Calculated summary should follow logic as described in this spreadsheet (for display purposes use 4.4% fee per transaction since it is the biggest one that may be charged):

Spreadsheet

Algorithm

• When receiving payment - determine the [transaction fee percent].
• Calculate [treepl part] as:
  [Original treepl price] * (1-[transaction fee percent]) - 0.30 (per transaction value part of the fee)
• Calculate [reseller's part] as:
  [received amount] - [treepl part] - 0.25 (standard fee for sending money from one paypal account to another)
• Send [reseller's part] to the PayPal Email:

• if ’Payment Error’ occurs:
  send system email to support@treepl.co:
  Subject: “Commission sending error”
  Content: Should contain [reseller's part] price, PayPal email, error info, date, site id and url
• else:
  Send an Invoice to the payer

Design:

Design

BACKLOG

PORTAL:

Branded subdomains

1) ‘My Settings’ -> ‘Domains’ tab

Add Domains tab to My Settings page

Design: http://prntscr.com/vlj9g3

Provide ability to:

• add domain:
  Create hosted zone in this step.
  Once created successfully - show ’Success’ state.
  Otherwise ‘Pending’ state.

• delete domain
  

2) ’My Settings’ -> ‘Domains’ tab -> ‘domain details’ page

Show 3 tabs:

• Custom records

• Here you can add/edit/delete any A, CNAME, MX, TXT records that you want

• NS and SOA records

• Read-only tab for display purposes only.

• Treepl Sites records

• Read-only tab for display purposes only.
• Shows all records that Treepl Portal creates for all Treepl sites under this branded domain.

3) Restrictions

Restrict access to ’Partners’ and ’Agencies’ only.

Allow ’Partners’ and ’Agencies’ to have:

• 1 branded subdomain for ’Partner’
• up to 3 branded subdomains for ’Agency’

Disallow ’My Settings’ -> ‘Domains’ tab for portal users

4) Add user role indication

Provide role indication icon and tooltip near user email.

Design: http://prntscr.com/vlj6j8

BACKLOG

Bambora Improvements

1) Implement Payment window modes

Design: http://prntscr.com/vljvo7

Implement Payment window as:

• redirect (already implemented only method)
• modal
• inline

Bambora Documentation:

checkout-integration

2) Implement "immediateredirecttoaccept" setting

When the payment has gone through you end up on a "success" page on the bambora site and you can then click to go back to the Treepl site with the receipt.
This can be passed so you don't see that page but go directly to the Treepl receipt page via the "immediateredirecttoaccept" parameter.

Provide ability to choose this flow in bambora payment gateway settings and implement the appropriate logic.

Bambora Documentation:

checkout#operation-sessions

3) Language control settings

Provide possibility to select the language for the payment window.

Bambora Documentation:

checkout-settings

4) Add transaction ID to the list view of the order.

Provide ability to search by it http://prntscr.com/vikmzm

BACKLOG

Admin UI: CRM -> Orders pagination improvement

Admin UI speed improvement on CRM -> Orders page.

Improve pagination in order to return order list faster.

BUG

If you add `collectionVariable` param to the component the layout doesn’t render in the following cases:

• When Layout param is missing (should render default layout)
• When layout param is present but value refers to the layout file

NOTE:

You may have such kind of components in you code (

BACKLOG

Agency Plan:
Payment + Site activation steps on site

1) Portal settings - ability to allow direct billing and site activation

In Treepl Portal on ‘Edit Site’ page add new setting: “Allow Activation on the site”

2) Billing from the admin

Add Billing button to the "gear" menu

Design

Show it only if ”Allow Activation on the site” is TRUE and the site is not paid yet

Once clicked show Billing page

Design

Link to terms and conditions:

https://treepl.co/terms-of-service

Allow user to pay for the site activation (validate the terms and conditions checkbox is checked).

Once paid - set return URL to lead to the ’Settings’ -> ‘Domains’ (1st step of the activation).

3) Domain Activation Steps

Add domain activation steps to the ’Settings’ -> ‘Domains’ page

Design:

https://invis.io/QSYWMTYD4W6

Add ability to:

• Go through all activation steps (similar to how it's already done in the portal)
• add new domain (replicate same steps as on the portal)
• change primary domain (add indicator on the domains list)
  • When clicking change domain show confirm popup ”Current domain settings will be reset. Are you sure you want to continue?”
• change domain name (Design)
• delete domain (add this function to the portal as well) [deleted domain should be able to be added back]

BACKLOG

Agency Plan:
Custom logo for individual site

1) Add Custom branding menu

Add menu item to the "Gear" menu (if current admin has role lower then agency - display menu item as disabled)

Design:

Design

2) Add Custom Branding Page

• allow to change all branding options that Partner can do in the portal
• allow to reset custom site assets (show warning popup: “Are you sure you want to reset custom branding?”
• if current admin has role lower then Agency - do not allow to open this page

Design:

Design

3) Custom Branding functionality

Change branding assets displaying logic (on login, reset password screens etc) as follows:

• try show custom logo or background image that was set for the current site
• if not found - try show custom logo or background image that was set in the portal for all sites of the current Reseller (Partner or Agency)
• if not found - show default Treepl assets

BACKLOG

Agency Plan:
Portal users

1) Add ability to invite staff to Agency user portal (portal users)

DESIGN

https://invis.io/N3YUAKE28BK

Invited user should be able to perform any action that the agency user can except for:

• Delete sites
• See ’Portal Users’ tab and invite other Portal users

Invite process should be similar to admin users invite in the CMS (create user if not exist or just invite already existed)

• if user is already invited to any agency user portal then show error message: “This user is already invited as Portal users to another Agency.”
• if user is already exist in the identity server and has role:
  • Admin user
    • force rewrite there role to Portal user
    • once they will try to login to any site where they are already marked as admin - remove that mark and release admin slot for that site
  • Any other role
    show error message: “This user couldn't be invited as Portal user.”
• send Invite email

Text for ? icon near INVITE NEW USER button: “Portal users would have same privileges that your account has except of ability to delete sites and invite new Portal users”

2) Add lazy create process on CMS sites

When Portal user passes login/verification process (via SSO) to the site that belongs to the Agency of the Portal user - add this Portal user to the DB if it's not exited there yet.

3) Portal user influence to admin users UI and restrictions

Portal user should:

• not be visible in admin users
• not take slot of admin users
• have same permissions as their Agency

BACKLOG

Agency Plan:
Functionality to store and share Modules (for Agency)

1) Implement new share module functionality

DESIGN:

https://invis.io/RAYV4SIEFGP

Show ‘Export’ button on edit module -> Settings page (see design).

Show ‘Import’ button on create new module page (in the same place as ‘Export’ button on design).

When clicking ’Export’:

• Download json file with module settings (described in Import/Export logic part of the task)

When clicking ’Import’:

• Upload file and verify that module (or each module of parent-child module linkage) doesn't have conflicts between already existed module aliases
• If conflicts found show popup:
  • When only one conflict found: “Module with name "[ModuleName]" is already exists on the site.
    Paste new name for module or click cancel.
    "[ModuleName]": [input for name]
    OK | Cancel
  • When conflicts found in both parent and child module names: “Modules with names "[ParentModuleName]" and "[ChildModuleName]" are already exist on the site.
    Paste new names for modules or click cancel.
    "[ParentModuleName]": [input for name]
    "[ChildModuleName]": [input for name]
    OK | Cancel
  • Validate that new names do not conflict with any already existed modules in the CMS via JS (OK button is disabled until there will be no conflicts) as well as via backend (show same popup once again if JS passed the validation but module was created between the time popup displaying and new names confirmation submit).
• If no conflicts found - perform Import logic
• Show loader while module is creating

2) Implement Import/Export logic

Export:

• Extract all module settings
  • Settings tab (with assigned workflow Names)
  • Properties tab
  • Layouts tab
  • Table tab
• If module has parent-child linkage
  • extract both module settings (extract child module first)
• If module has Datasource fields
  • save datasource module alias as reference in the property settings
  • Extract datasource module settings as well
  • if any property module also has datasource:
    • if datasource module is not added to the export repeat current step for it as well
    • else - skip datasource
  • if datasource module also has parent-child linkage
    • extract that linkage also

Import:

If file could not be parsed show error: “File is not valid for import process”.

Else:

• Go for each module that is stored in the file
  • Try create module (by ’Settings’ tab data)
    • if site already have module with the same alias as module from export skip module creation
      • mark module as ’skipped’ in import settings
      • if module has parent-child linkage in the import settings - mark both (parent and child) as ’linkageRejected’
    • DO NOT try to set parent-child linkage on this step (even if they should be added based on module settings)
  • Try find workflows by names:
    • if found apply workflow
    • else - skip workflow setting
• Go for each module marked as parent and has ’linkageRejected == false’
  • link child module by alias based on settings from the import file
• Go for each module that is stored in the file AND is not marked as ’skipped’:
  • update module (by Properties tab data)
  • update module (by Layouts tab data)
  • update module (by Table tab data)

BACKLOG

Default setting for availability for search engines

1) Add default configuration setting

Add setting to ’Module’ -> ‘Properties’ -> ‘Default Properties’ -> “Show new items for search engines”:

• Defines if module items should be automatically visible for search engines after create item action (default value for ”Show this page for search engines” checkbox in ’item’ -> ‘SEO’ tab).
  • Via Admin UI
  • Via Import process
  • Via Create item form from the site front-end

Location:

https://prnt.sc/ua8j6a

2) Setup default state of the new setting for system properties

Preselect ”Show new items for search engines checkbox” for the following system modules:

• Blog Post
• Page
• Page Folder
• Blog
• Event Groups
• Events

3) Add two buttons that ‘enable’ and ’disable’ all existing module items of the particular module for search engines

DESIGN:

https://invis.io/3WYTDG1PKEQ

BACKLOG

Custom Reports needing export of Secure Zone members

1) Add new type of custom report called “Contacts and Secure Zones”

SETTINGS:

- hide Form Filter when this type is selected

FIELDS:

- Contact Fields (Same as for all other report types)

- Secure Zone Membership Fields:

• Secure Zone Name
• Secure Zone Membership Status
  • Active
  • Expired
  • logic:
    if 'nowDate' < 'secureZoneMembershipExpiryDate' then ’Active’ else ’Expired’
• Secure Zone Membership Cost
  • Secure zone price taken from secure zone settings
    • country/currency setting for price should be taken from the latest order that was made via form with secure zone subscription
    • if ’Renewal Rate’ is ’Once’ - take cost from the order (order line price)
    • if no such order - display empty value
• Secure Zone Membership Currency
  • currency should be taken from the latest order that was made via form with secure zone subscription
  • if ’Renewal Rate’ is ’Once’ - take cost from the order (order line price)
  • if no such order - display empty value
• Secure Zone Membership Expiry Date
  • Expiration date that is assigned to the current secure zone membership http://prntscr.com/uz78rl
• Secure Zone Membership Renewal Rate (taken from secure zone settings):
  • Once
  • Day
  • Week
  • Month
  • Year

- Advanced CRM groups (same as on ‘Contacts only’ report type)

FILTERS:

- Add Secure Zone Membership Fields to the filters:

• Secure Zone Name (dropdown)
  • -- all secure zone names --
• Secure Zone Membership Status (dropdown)
  • Active
  • Expired
• Secure Zone Membership Cost (string)
• Secure Zone Membership Currency (dropdown)
  • -- list of all currencies allowed for the site (based on domain settings) --
• Secure Zone Membership Expiry Date (date string)
• Secure Zone Membership Renewal Rate (dropdown)
  • Once
  • Day
  • Week
  • Month
  • Year

2) Add human-friendly labels for all other types

Display these labels instead of ENUM values on reports list layout http://prntscr.com/uz6w0f

• Contacts Only
• Contacts and Cases
• Contacts and Orders
• Contacts and Event Bookings

References:

Backlog Source

Fields (BC example): https://prnt.sc/ulsji4

Results (BC example): https://prnt.sc/ulsj1l

BACKLOG

Shipping option price limitation config

Add to ’eCommerce’ -> ‘Settings’ -> ‘tax and shipping’ new setting called “Shipping option order price limitations applied to”
Location: http://prntscr.com/v0oq2r

Options (dropdown):

• subtotal with tax (default)
• subtotal without tax

Logic:

Based on the selected value - apply ”Shipping option order price limitations” accordingly:

• in JS logic in order to display shipping option or not
• in backend if shipping option set request was pushed to the server but shipping option doesn't allowed by price limitation

BACKLOG

Setup primary domain to be first in SEO canonical link helper

Improve canonical link helper:

Domain selector should show Primary domain by default (first option in dropdown)

http://prntscr.com/v9z3i7

Primary domain can be setup on domain setting page: http://prntscr.com/v9z2zx

BUG

Secure/Non Secure form submission folder form setting

Fixed ability to download secured file only in you are logged in to the admin dashboard

BACKLOG

Sitemap.xml Exclude Module List

Add multiselect dropdown field to the ’SEO’ page called “Exclude Module List”

Includes all system and custom module names to select.

Remove existing hardcoded exclusion of the ‘Page Folder’ module and preselect All following modules for this dropdown by default:

• "ItemAuthor",
• "BannerGroup",
• "Banner",
• "FAQGroup",
• "FAQQuestion",
• "GallerySlider",
• "Slide",
• "PageFolder"

Apply logic:

Do not include items of modules selected in the ’Exclude Module List’ to the sitemap.xml

Note:

The “Global ‘Show for Search Engines’” buttons will not modify those items selected in the exclusion list.

Source:

https://forum.treepl.co/t/sitemap-xml-not-adding-page-folders/1107

BACKLOG

Email Verification flow improvement

When Email Domain verification process fails - show ’Retry’ button when statuses set to failed http://prntscr.com/udjtv0.

Clicking on the button should retry the verification process on the Amazon side. States should be reset to pending.

BACKLOG

Add reply-to sender for workflows

Modify workflow emails by adding reply-to header and copy email of the CMR user that originally triggered this workflow.

BACKLOG

Secure/Unsecure form submission folder

1) Add new settings to the ‘Form’ -> ‘Settings’ page:

• Secure Uploads (default: False)
• Uploads Folder (default: /_form_submissions/)
  • Folder picker to select path to ftp folder (do not allow a paste of folder path manually)
  • Do not allow ftp root (/).

2) When form is submitted, store uploaded files (from custom fields and advanced CRM group fields) in the folder selected in the ’Uploads Folder’ setting.

Create folder if it does not exist when submitting the form.

When accessing any file - check if it's folder contains any folders set in any form’s secured folder setting:

• requested file path contains (starts with) any form's ’Uploads Folder’ setting and the form has ’Secure Uploads’ set to “true”
• if folder is secured - verify that current site visitor is a logged in admin user
• if so - allow access to the file
• otherwise - show 403 page

Source:

https://treepl.co/public-backlog-state/in-process/user-submitted-file-upload-to-specific-folder

BACKLOG

Update CRM Contact Group on ‘Update Account’ form

1) ‘Update Account’ system form improvement:

On submission of the ‘Update Account’ form - update CRM group fields that are already attached to the current contact CRM (either globally attached to contacts or custom attached to individual contact).

Form field names would be the same as they are on web forms (‘groupAlias_fieldAlias’ pattern)

2) ’Update Account’ Form in toolbox update:

In the component toolbox, under ‘Secure Zones’ > ‘Update Account Form’, in addition to the current fields, generate all advanced CRM group fields that are assigned to Contacts globally.

NOTE: All custom attached CRM groups can still be updated via the ‘Update Account’ form but all fields for that custom group should be manually added to the update account form's HTML code by the developer based on ’groupAlias_fieldAlias’ pattern for form fields names.

3) Provide ability to store files submitted via edit account form in certain folder

Add section to ’Settings’ -> ‘Misc’ -> “CRM settings”:

• Uploads Folder (default: ‘/_customer_data/’)
  • Folder picker to select path to ftp folder (do not allow a paste of folder path manually)
  • Do not allow ftp root (/)

• Secure Uploads (default ‘false’)

When user uploads file on edit account form submission:

• add folder with member id (if not existed yet)
• place uploaded file in that folder

If ’Secure Uploads’ == true then allow download files from ’/_customer_data/’ folder for the logged in admin user only.

BACKLOG

Advanced CRM groups on custom reports (+export)

1) Integrate 'Advanced CRM Groups' to the custom reports:

• Add ability to choose fields from Advanced CRM Groups attached to selected primary CRM type (entity that is chosen in 'Type' in settings tab http://prntscr.com/ugy9qk). Selected fields will then be shown on the ‘Fields’ tab.
• Provide ability to apply filter to any Advanced CRM Group's field that was shown on the ’Fields’ tab (regardless if it was chosen or not)
• Show Advanced CRM Group fields selected in the ‘Fields’ tab on the Results table. Add those fields to the export file as well.

Design: https://projects.invisionapp.com/share/9QYC4SUDCJP#/screens/427731175

2) ‘Select all’ UI improvement for groups of fields

Add ability to select all fields via one checkbox in title section as shown in design: http://prntscr.com/ugyf7c

Provide such ability to all groups (system groups and Advanced CRM Groups)

3) Improve sorting on results tab

Provide ability to sort results by any field shown on the results tab (any contact, case,advanced CRM group field).

Check that sorting and pagination are performed via server side, not via UI capabilities

4) Fix report results headers

• Remove prefixes (like Case, Contact, etc):
  • in table titles on result tab http://prntscr.com/ugyii6
  • in export file headers http://prntscr.com/ugykm6
• Make header in excel file to be bold (http://prntscr.com/ugylok)

BACKLOG

CRM import/export + advanced CRM groups

1) Include Advanced CRM Groups into the Import/Export functionality

Export:

• When Exporting any CRM entity (Contact, Form Submission, Order or Booking subscription) - collect all advanced CRM groups that are attached to the selected set of items (for example if you choose form for case export - grab only advanced CRM groups attached to items that were retrieved by the query) and extend Excel table by them
• use groupAlias_fieldAlias format for column titles

Import:

• provide the ability to import Form Submission and Booking subscription.
• use groupAlias_fieldAlias format for column titles as markers for fields that need to be updated
• when importing data:
  • if there will be no field with some fieldAlias in group with groupAlias - skip content of this column
  • if create or update operation is impossible for any entity (due to lack of required columns or empty/incorrect cell value) - skip processing this particular item and continue to the next item.

2) Implement "Get Import Template" button

• Add "Get Import Template" button.
  When clicked show popup with advanced CRM groups represented as checkbox list.
• Allow user to choose what groups should be included in the template besides native entity data.
• Add this button to Contact, Form Submission and Booking subscription
• use groupAlias_fieldAlias format for column titles

DESIGN:

https://invis.io/VMYECYV6ZGQ

BACKLOG

module_tag_list and module_category_list improvement

1) Improve performance of 'module_tag_list' and 'module_category_list' components

Use search by a separate table in order to retrieve data faster.

Add additional table that will hold the following data:

• release date
• expiry date
• active (boolean - ‘true’ if ’enabled’ AND product inventory visible etc)
• moduleId
• itemId
• tagname or categoryId

Update this table on:

• module item add
• module item edit
• module item delete
• reindex module
• reindex site

Redo 'module_tag_list' and 'module_category_list' logic so it should search its data based on the table above instead of searching by regular site search.

Sorting and indexing should be performed via SQL instead of via the C#

BACKLOG

Export of orders

Add ability to call export for Orders

- Green for order data. Data goes on the 1st row.

- Red for order lines data. Product data goes starting on the 2nd row (1st row is empty for them) and goes down until all order lines will be output

Column Headers:

• Order ID
• Order Name
• Currency/Country
• Status
• Member Email
• Invoice Number
• Invoice Date
• Weight Measurement
• Dimension Measurement
• Shipping Address
• Total Cost
• Amount Paid
• Pending Collection
• Shipping Cost
• Discount
• Gift Voucher
• Created Date Time
• Product
• Attributes (use pattern: http://prntscr.com/uizc1s)
• Weight
• Width
• Height
• Depth
• Units
• Unit Price
• Tax Rate
• Total Price

BACKLOG

Exporting Subscribers from Events

Add export Event Subscribers functionality on 'Events' -> ‘Edit Event’ -> 'Subscriptions' tab (https://prnt.sc/sbawkq)

Resulting excel should have the same columns as the table has on that page.

BACKLOG

Rounding Formula for Taxation Engine

Implement rounding algorithm that will be based on:

1) Bankers Rounding: when rounding applied to a number that has 0.5 in the decimal component of the price (represented in cents)

2) Error Compensation Algorithm: for all other roundings (similar to the one that BC had: https://docs.worldsecuresystems.com/user-manual/e-Commerce/Taxes/working-with-the-improved-taxation-engine)

Represented algorithm should be applied to the following prices separately: (names are taken from this table https://docs.google.com/spreadsheets/d/1mUVUDVayY8lj2LhzrUQTIOQ_G660Vbcj5PyiOMG4wpg/edit?usp=sharing)

• Product item in cart 'item.unitTotalPrice' and 'item.unitTaxPrice'
• Product item in cart 'item.totalPriceExcludingTax' and 'item.totalPrice'

Following data should be calculated as SUM of already rounded 'item' data (so additional or separate rounding should not be performed)

• subTotalPrice
• grandTotalPrice
• totalPrice
• totalPriceExcludingTaxAndGiftVoucherAmount
• totalPriceExcludingTax

Example of algorithm:

• https://docs.google.com/spreadsheets/d/1ploqTNaw53LmORFwljXqGWiy193KYs3i0qhVo_HHJUs/edit?usp=sharing

BACKLOG

"Tax Never Applies" option for price

Add checkbox to the price instances near tax dropdown, called: “Tax Never Applies: (default= false)

Logic:

When checked - tax should not be added to the order line that represents this product (or shipping option) when tax selected on the shopping cart.

Add this checkbox for:

• module item price (for consumer and wholesaler) - http://prntscr.com/ul2nxv
• shipping option price - http://prntscr.com/ul2ohc

Also add it to Products import/export data

BACKLOG

Shipping and tax improvements

Add new tab to the 'Ecommerce' -> 'Settings’, called “Tax and Shipping”

Add following settings (DESIGN https://invis.io/JGYORI2PC2A):

“Country/Currency select”
(Choosing value from this select to load settings specific for that particular country/currency pair)

• Tax applies to (multiselect dropdown list)
  Determines if taxes should be applied to selected entities or not
  - shipping options (selected by default)
  - gift vouchers (selected by default)
• Auto-select tax if only one option available (boolean - default value ’true’)
  Determines if the single tax in the tax dropdown be automatically selected when a user comes to the shopping cart and/or changing country.
• Hide tax selector if only one option available (boolean - default value ’false’)
  Determines if the tax dropdown be hidden by JS if there is only one tax option available.
• Enable tax dropdown (boolean - default value ’true’)
  Determines if
  Please select
  component renders the tax dropdown or not.
  Also determines if server-side validation should require it or not.
• Shipping Countries (multiselect dropdown list - default empty list)
  • -- list of all countries --
    Also provides the ability to select all options. So the user can easily select all and then deselect the few not needed.
  • Logic:
    determines what country list will be shown when rendering the component
    Please select AFGHANISTAN ALBANIA ALGERIA AMERICAN SAMOA ANDORRA ANGOLA ANTARCTICA ANTIGUA AND BARBUDA ARGENTINA ARMENIA ARUBA AUSTRALIA AUSTRIA AZERBAIJAN BAHAMAS BAHRAIN BANGLADESH BARBADOS BELARUS BELGIUM BELIZE BENIN BERMUDA BHUTAN BOLIVIA BOSNIA AND HERZEGOVINA BOTSWANA BOUVET ISLAND BRAZIL BRITISH INDIAN OCEAN TERRITORY BRUNEI DARUSSALAM BULGARIA BURKINA FASO BURUNDI CAMBODIA CAMEROON CANADA CAPE VERDE CAYMAN ISLANDS CENTRAL AFRICAN REPUBLIC CHAD CHILE CHINA CHRISTMAS ISLAND COCOS (KEELING) ISLANDS COLOMBIA COMOROS CONGO CONGO, THE DEMOCRATIC REPUBLIC OF THE COOK ISLANDS COSTA RICA CÔTE D'IVOIRE CROATIA CUBA CYPRUS CZECH REPUBLIC DENMARK DJIBOUTI DOMINICA DOMINICAN REPUBLIC ECUADOR EGYPT EL SALVADOR EQUATORIAL GUINEA ERITREA ESTONIA ETHIOPIA FALKLAND ISLANDS (MALVINAS) FAROE ISLANDS FIJI FINLAND FRANCE FRENCH GUIANA FRENCH POLYNESIA FRENCH SOUTHERN TERRITORIES GABON GAMBIA GEORGIA GERMANY GHANA GIBRALTAR GREECE GREENLAND GRENADA GUADELOUPE GUAM GUATEMALA GUINEA GUINEA-BISSAU GUYANA HAITI HEARD ISLAND AND MCDONALD ISLANDS HONDURAS HONG KONG HUNGARY ICELAND INDIA INDONESIA IRAN, ISLAMIC REPUBLIC OF IRAQ IRELAND ISRAEL ITALY JAMAICA JAPAN JORDAN KAZAKHSTAN KENYA KIRIBATI KOREA, DEMOCRATIC PEOPLE'S REPUBLIC OF KOREA, REPUBLIC OF KUWAIT KYRGYZSTAN LAO PEOPLE'S DEMOCRATIC REPUBLIC (LAOS) LATVIA LEBANON LESOTHO LIBERIA LIBYAN ARAB JAMAHIRIYA LIECHTENSTEIN LITHUANIA LUXEMBOURG MACAO MACEDONIA, THE FORMER YUGOSLAV REPUBLIC OF MADAGASCAR MALAWI MALAYSIA MALDIVES MALI MALTA MARSHALL ISLANDS MARTINIQUE MAURITANIA MAURITIUS MAYOTTE MEXICO MICRONESIA, FEDERATED STATES OF MOLDOVA, REPUBLIC OF MONACO MONGOLIA MONTENEGRO MONTSERRAT MOROCCO MOZAMBIQUE MYANMAR NAMIBIA NAURU NEPAL NETHERLANDS NETHERLANDS ANTILLES NEW CALEDONIA NEW ZEALAND NICARAGUA NIGER NIGERIA NIUE NORFOLK ISLAND NORTHERN MARIANA ISLANDS NORWAY OMAN PAKISTAN PALAU PALESTINIAN TERRITORY, OCCUPIED PANAMA PAPUA NEW GUINEA PARAGUAY PERU PHILIPPINES PITCAIRN POLAND PORTUGAL PUERTO RICO QATAR RÉUNION ROMANIA RUSSIAN FEDERATION RWANDA SAINT HELENA SAINT KITTS AND NEVIS SAINT LUCIA SAINT PIERRE AND MIQUELON SAINT VINCENT AND THE GRENADINES SAMOA SAN MARINO SAO TOME AND PRINCIPE SAUDI ARABIA SENEGAL SERBIA SEYCHELLES SIERRA LEONE SINGAPORE SLOVAKIA SLOVENIA SOLOMON ISLANDS SOMALIA SOUTH AFRICA SOUTH GEORGIA AND THE SOUTH SANDWICH ISLANDS SPAIN SRI LANKA SUDAN SURINAME SVALBARD AND JAN MAYEN SWAZILAND SWEDEN SWITZERLAND SYRIAN ARAB REPUBLIC TAIWAN TAJIKISTAN TANZANIA, UNITED REPUBLIC OF THAILAND TIMOR-LESTE TOGO TOKELAU TONGA TRINIDAD AND TOBAGO TUNISIA TURKEY TURKMENISTAN TURKS AND CAICOS ISLANDS TUVALU UGANDA UKRAINE UNITED ARAB EMIRATES UNITED KINGDOM UNITED STATES UNITED STATES MINOR OUTLYING ISLANDS URUGUAY UZBEKISTAN VANUATU VENEZUELA VIET NAM VIRGIN ISLANDS, BRITISH VIRGIN ISLANDS, U.S. WALLIS AND FUTUNA WESTERN SAHARA YEMEN ZAMBIA ZIMBABWE
    
    - if value is empty - show all countries. Otherwise show only selected countries
    - if
    Please select AUSTRALIA UNITED STATES
    has ’allowedCountries’ param - use its list of countries instead of shop setting (component param overrides shop settings).
• Choose Default Country (dropdown - default = null)
  • -- list of all countries selected in Shipping Countries dropdown --
  • Logic:
    Determines what country should be automatically selected when a user comes to the shopping cart.
• Make shipping country required (boolean - default ’false’)
  Determines if country dropdown can be deselected or not

BACKLOG

Do not skip selected shipping options

When shopping cart updated after changing quantity - if shipping options that was selected previously are still available - leave it selected.

When any of the following processes occured:

• add product to cart
• change product quantity
• remove product from cart
• add/remove discount code
• add/remove gift voucher

DO NOT reset selected shipping option if after shopping cart update that shipping option is still available.

BACKLOG

When Sorting items via ‘sortBy’/‘sortOrder’ - skip weighting

Improve sorting of module items functionality on and via a new parameter for the component:

• ignoreWeighting: "true" (default value ‘false’)
  • if value true:
    skip sorting by weight before sorting by 'sortBy' (if 'sortBy' is empty then alphabetical sort should be applied - remove "sorting by weight first" logic also)
  • if false:
    apply current sorting algorithm (first by weight then by name ASC).

Add this new parameter to the toolbox for:

• Custom modules
  • List of items
  • List of member's items
• Gallery/Slider
• FAQ`s
• Banners
• Authors
• Events
• eCommerce
  • Catalogs list
  • Products list

BACKLOG

‘CRMCustomGroup’ component type alias to ‘CRMContactCustomGroup’

Create an alias of 'CRMCustomGroup' that will trigger the same functionality that 'CRMContactCustomGroup' (including all component properties).

So Liquid Error: Object reference not set to an instance of an object. will do the same as Liquid Error: Object reference not set to an instance of an object.

BACKLOG

Group products JS and liquid logic

Product Grouping on Detail Layout improvements:

1) Add to all product detail layout custom forced wrapper (only if product has any grouped products):

<div class="cms-product-wrapper" data-cms_product_wrapper="{{{{this.Id}}}}" data-cms_layout_name="{model.Layout}"></div>

2) Add JS that will request, via AJAX, the selected sub-product or main product once the appropriate option has been selected in the dropdown rendered via the component.

Render layout based on the 'layoutName' and 'productID' sent in the request and with the following liquid variables:

• this
• si
• siteinformation
• request
  

3) Add ‘this.URL’ to the liquid context of each item in Liquid Error: Object reference not set to an instance of an object. .

Add ‘this.URL’ to the <option> element as 'data-product_url' attribute.

4) Provide custom event ’onProductLayoutChanged’ that could be used by any site owner's JS once layout will be changed via AJAX.

Product Grouping on List Layout improvements:

1) Fix component type module so it returns only main Product (if it is part of the Grouped products list) and don't return Grouped sub-products.

Only MAIN product should be listed via {% component type=module %} (and type=module_of_member).
Sub-products should not impact the pagination and should not be listed except if those components have ‘isSearchResult: "true"’ or ’searchScope’ param in which case include subproducts in the search results.

2) Add custom wrapper to list layout if it contains any grouped products (if layout contains Liquid Error: Object reference not set to an instance of an object. ) and if the 'object' param is set to 'item' http://prntscr.com/tzf1n2 (wrap same as in detail layout above)

NOTE:

If you are using component type module with 'object: "collection"' then you should add wrapper from point 1 inside your for loop manually in order to allow product grouping logic to work.

3) Provide custom JS event 'onProductLayoutChanged' and JS for layout reload (similar as described for the detail layout above).

4) Fix group order

Order of items that are listed via component should be the same as sorted in the admin.

Example of BC product groups:

Catalog where all products stored:
https://zaycev.worldsecuresystems.com/books/fiction

Main product:
https://zaycev.worldsecuresystems.com/books/fiction/main-prod

Sub products:
https://zaycev.worldsecuresystems.com/books/fiction/sub-prod-1
https://zaycev.worldsecuresystems.com/books/fiction/sub-prod-2

jQuery example of event handler:

$('body').on('onProductLayoutChanged', function(){
<!-- some code -->
});

BACKLOG

Feature flags changes (v5.6)

Apply following changes to feature flags:

Remove flag from the system:

• Advanced URL manager

Move to internal flags AND set enabled

• New liquid engine & nICE 2.0
• Advanced payment flow

BACKLOG

BONUS: Customer Submitted Content - Add workflow for when items are edited

Provide ability to setup workflows in ’Module’ -> ‘Settings’ -> ‘Site User Permission’ (http://prntscr.com/rl85f0) for the following actions:

• Add item by site user:
  Current workflow list should be transformed into this setting. Move multi-select under ’Allow add new items’ option.
• Edit item by site user:
  New multi-select of workflows.
• Delete item by site user:
  New multi-select of workflows.

Provide ’customWorkflows’ field to be processed on module item create/update/delete site user forms.

Logic of this field should be exactly the same as for customising workflows for web forms - where by it overrides workflow/s selected in form settings

Source:

• https://forum.treepl.co/t/custom-module-user-input-workflow/867
• https://treepl.co/public-backlog-state/request/customer-submitted-content-add-workflow-for-when-items-are-edited

MISC

Admin Proof Read/Suggestions (Part 1)

Here is a Google Doc with all admin wording suggestions.

Minor text changes in most cases.

https://docs.google.com/document/d/1qg5mZaZl0h7AFb8YFyGsjKMAsEDysBjGTQzhxqyHSUY/edit?usp=sharing

1. [ ✔] When editing a Menu item, the ‘ID Name’ field should perhaps be just ‘ID’

2. [ ✔] In the Component toolbox, perhaps remove the words ‘Get’ from the beginning of the Item Form options

3. [ ✔] In the Component toolbox, when getting a search form, there is the FORM CODE and the COMPONENT CODE, but it’s not particularly clear these are two links, or the Form code link might be missed. Suggest separating these 2 links a bit more or perhaps even having 2 headings, eg

4. [ ✔] In the Component toolbox, perhaps use correct apostrophes in the FAQ section

5. [ ✔] In the Component toolbox, use lowercase ‘o’ in ‘of’ under the “Banners” and “Authors” sections for consistency with all other options

6. [ ✔] In the Component toolbox, under “Events”, use capital letter for ‘Event Groups’, ‘Event’ and ‘Form’.

Perhaps rename “List of event’s groups” to “List of Event Groups”

7. [✔ ] In the Component toolbox, under “eCommerce”, suggest using title-case throughout for consistency

8. [✔ ] In the Component toolbox, under “CRM”, suggest rewording options for consistency

9. [✔ ] In the File Manager, when clicking the “Add New” button, it could probably just say “Folder” and “File” instead of repeating “Add new folder/file”

10. [✔ ] In the File Manager, the upload file drop zone could be made a little clearer by adding “to upload” after “click here” link

11. [✔ ] In the File Manager, in the context menu of a folder/file, perhaps the “Secure Zone” option should just read “Secure”