Site Storage Email Notification

Extend the "approaching limit" email notification repetition for site storage (when storage exceeds 90% capacity)

Now to be once a week instead of once a day

Preview and Draft Mode

Preview and Draft mode on pages and custom modules.

DESIGN:

https://invis.io/TXX3577QCWJ 

1) Draft Mode logic

Provide the ability to:

• save draft content of ‘Settings’ and ‘SEO’ tabs for Module Items
• save draft content of ‘Settings’ tab for Content Templates
• delete the draft version of the content
• switch between draft and live mode
• preview draft
  • the draft should be accessible by the same URL but with GET param ?DraftPreview=true
  • if no draft content is available - show live content of the item
• Save draft content to live
  • clicking on the ‘Publish’ button commits the draft version to live (overriding the previous live version)
  • draft content should be deleted on this operation

On opening edit item form

• always show live version of the content

2) FTP sync of pages logic

• Changes made via FTP applied to Live content ONLY

3) Special Properties Exceptions

Changing these fields on draft should be ignored:

• SKU Code
• URL slug
• Parent items
• Home page state
• Secure zone assignment
• Product Downloadable File
• Recurring Type

eg: https://prnt.sc/sba18v 

4) Draft accessibility

Ability to switch to draft mode should be allowed/restricted via Admin User Roles for the ‘Can View And Manage Draft’ option.

5) Admin User Roles/Permissions

Add permissions option to the following module groups:

• Each Custom module permissions group
• Default Custom Module permissions group
• Page permissions group
• Content Template permissions group
• Blogs permissions group
• Blog Posts permissions group
• Banner Groups permissions group
• Banners permissions group
• Galleries/Sliders permissions group
• Slides permissions group
• FAQ Groups permissions
• FAQ Questions permissions
• Authors permissions group
• Products permissions group
• Catalogs permissions group
• Events Group permissions
• Event permissions group

Permissions option:

• Can View And Manage Draft
  if restriction is disabled; do not show switcher between draft and live mode on item edit form in admin [UI]

{{order}} Object To Be Generally Available

Original request:
https://treepl.co/public-backlog-state/request/_order-object-to-be-generally-available

Documentation (shown all places where order object is not available but should)
https://docs.treepl.co/liquid/order-object#secOrderObjectAvailability
Screen shot: https://prnt.sc/ytsrt6

1) BUG Fix:

Supplier System Email:
In ‘Email template’ - {{this.order}} data not working

2) BUG Fix:

All system Emails and autoresponders:
‘From name’ and ‘Subject’ are not parsed via liquid with the same context as body.

3) Improvement: When product with supplier is purchased add supplier email to the order line object https://prnt.sc/s5dy3k 

4) Improvement: Further ‘order’ object support:
Add ‘this.order’ object to the following places (set null value if no payment occurred)

• form thankyou page
  • for paid secure membership (generic form)
• workflow (Body)
  • for paid secure membership (generic form)
• workflow (From, Subject fields)
  • for paid secure membership (generic form)
  • for paid form (generic form)
  • for paid form (single item form)
  • for paid form (checkout form)
• autoresponer (Body)
  • for paid secure membership (generic form)
• autoresponer (From, Subject fields)
  • for paid secure membership (generic form)
• Supplier Email (From, Subject fields)
  • for paid form (checkout form)
• Low Stock Email (From, Subject fields)
  • for paid form (checkout form)
• Gift Voucher Email (Body)
  • for paid form (checkout form)
  • custom send via the admin http://prntscr.com/ytvvbc
• Gift Voucher Email (From, Subject fields)
  • for paid form (checkout form)
  • custom send via the admin http://prntscr.com/ytvvbc
• Secure Zone Details Email (Body)
  • for paid secure membership (generic form)
• Secure Zone Details Email (From, Subject fields)
  • for paid secure membership (generic form)

[Portal] Emergency Settings

Add a new page in the Portal for Emergency Settings

Page should contain the following settings (just store saved data. No additional logic based on these are required)

All fields are NOT required

• First name
• Last name
• Email
• Phone number
• Any additional info

Design:
https://invis.io/8512E2GQU7XY 

Add Shipping Address Fields to Form Builder

1) Address fields on the form settings

Add ‘Shipping Address’ and ‘Billing Address’ buttons to Form builder http://prntscr.com/1juqgk3.

Once selected add a group of fields to the default layout of the form.

Show them on the form builder as a group of fields: https://prnt.sc/fVWSzhSGvoa-

Fields that should be added to the form layout are:

• Shipping Address
  • Payment_ShippingAddress (Shipping Address)
  • Payment_ShippingCity (Shipping City)
  • Payment_ShippingState (Shipping State)
  • Payment_ShippingZipCode (Shipping ZIP Code)
  • Payment_ShippingCountry (Shipping Country)

• Billing Address
  • Payment_BillingAddress (Billing Address)
  • Payment_BillingCity (Billing City)
  • Payment_BillingState (Billing State)
  • Payment_BillingZipCode (Billing ZIP Code)
  • Payment_BillingCountry (Billing Country)

Both fields can be marked as required. And once marked as required - all fields inside the group become required (address, city, zip etc) and vice-versa.

2) Form submission flow

When such a form is submitted - add ‘Shipping Address’ and ‘Billing Address’ data to the CRM Order object (like it works previously for Shipping Address fields)

NOTE:

• For backward compatibility - use value of the ‘formData.Zip_Code’ as value for shipping zip code as well as the value of ‘formData.Payment_ShippingZipCode’
  • if both occurred in the ‘formData’ then use ‘formData.Payment_ShippingZipCode’
• For backward compatibility - always check if Shipping fields are present in ‘formData’ even if they are not selected on the form builder.
• Do not use value of ‘Payment_ShippingCountry’ on form (type “checkout”). Use value of the selected shipping country from the shopping cart.

3) Attach billing and shipping address fields to appropriate CRM entities

• Add ‘billing address’ fields to the ‘contact’ entity
  • migrate data from contact address to contact billing address
  • setup payment logic to take the address from the contact billing address field instead of the contact address field
    • if the billing address field is empty - use the contact address fields
• Add ‘shipping address’ fields to the ‘order’ entity

4) Update the billing address from the payment gateway

• When changes to the billing address come from payment providers update ‘contact billing address’ fields instead of ‘contact address’ fields

5) Liquid output

• Add the following properties to the ‘contact’ liquid object
  • BillingAddress
  • BillingCity
  • BillingState
  • BillingZipCode
  • BillingCountry

• Contact liquid object occurrence
  • {{request.currentmember}}
  • item from {% component type: "CRMContacts" %}
  • {{ this.member }} on system pages
  • {{ this.member }} on system emails
  • {{ this.member }} on autoresponder emails
    • on form submission
    • on create module item submission
  • {{ this.member }} on workflow and follow-up emails

6) Add these fields to Import/Export processes

• add billing address fields to contact import/export
• add shipping address to order import/export

7) Restore to default "checkout" form upgrade

• Remove adding hard-coded shipping fields to the HTML layout of the form with the type "checkout" when clicking "restore to default" on form layout

Alphabetised Related Products list

Original description:

Currently the ‘related products’ for any product are not listed in alphabetical order and there is no search field.

This means you have to try to locate the product you want by scrolling through a random list of products, to try and find the right product to add as ‘related’.

This needs to be alphabetised based on the name of the product as well as have a search function so you can quickly locate the correct product to add.

Improvement:

Both alphabetical list and search fields added to Related Products UI.

DESIGN:
https://invis.io/V810G318WBN6

eCommerce User Input Field For Products

Allow the capture of user input data (text) against a purchased product.

New Attribute type

• User Input field

Output via liquid

• Add new attribute type to ‘item_attributes’ liquid component.
• Should be output as a text input on the default attributes layout.
• Add it to the orderline of ‘order’ and ‘shopping cart’ object (the same as any other attribute data)

Advanced Logic of the attribute type

• If a product with User Input attribute is added to cart more than once, unique text input should specify unique orderline (order, shopping cart), as opposed to adding an additional quality to the same product orderline.

Product Import/Export

Output value via Export function and apply value via an Import

Format:

• [attribute name][is_required]|[attribute_type]|[is_inventory_item]:;
  • [attribute_type] is ‘8’ or ‘UserInput’

Example

• Test attr text*|UserInput|False:;

Output via admin UI

• Display in “Order” > “Products” on orderline

Updated Output in default layouts

• invoice email
• shopping cart
• item_attributes component default layout

DESIGN:
https://invis.io/DY10G2CWHK9S 

Custom reCAPTCHA Key Setup

1) Add new properties to the Settings -> Misc => Recaptcha Settings group (under Recaptcha Version field)

• reCAPTCHA v2 Site Key
• reCAPTCHA v2 Secret Key
• reCAPTCHA v3 Site Key
• reCAPTCHA v3 Secret Key

All of these fields should be empty by default

2) Rename incorrect reCAPTCHA labels

• Rename all ‘Recaptcha’ labels in admin to ‘reCAPTCHA’

3) Add the reCaptcha property to the ‘this’ object of the form:

• {{this.recaptcha_sitekey}}  
  • the value should be determined based on what reCaptcha is added to the form.
  • If no reCaptcha is added to the form - set null

Use Settings -> Misc => reCAPTCHA Settings group fields to retrieve keys for the object.

• If reCAPTCHA v2 Site Key, reCAPTCHA v3 Site Key are empty - use our system keys

4) Add property ‘system_recaptcha_sitekey’ property to the ‘request’ liquid object which renders the key as saved above or the system key if no custom key is available:

• {{request.system_recaptcha_sitekey}}

5) Replace reCAPTCHA key instances for the following:

• all web form layouts
• default form layouts  (when generated by restore to default request)
• system form layouts (when generated by toolbox request)
• System pages
  • 401
  • reset-password
  • request-reset-password
• System pages default layouts (when generated by restore to default request)
  • 401
  • reset-password
  • request-reset-password
• CMS ‘Add scripts to head’ functionality (for Google reCAPTCHA API)

6) Change reCaptcha validation logic to use the secret key and site key stored in Settings -> Misc => reCAPTCHA Settings (or system keys if null)

The feature is based on:
https://treepl.co/public-backlog-state/request/custom-recaptcha-key-setup

Custom Modules - Show Image thumbnail in Table Columns

Original Description

The ability to show thumbnail in Custom Module table.

Where a Custom Module has an Item Property>Custom Property that is type Media.

In that Custom Module’s > Table of items can we add the option to show a thumbnail of the actual image as well as the current option to show its path.

https://treepl.co/public-backlog-state/request/custom-modules-show-image-thumbnail-in-table-columns

Improvement:

Show the value of the media property type (if it’s a displayable image format) as an image thumbnail.

Add tooltip on hover that will show image URL.

Images Caching Issues

Add ‘Empty Image Cache’ button to the gear menu.

Once clicked - clear all Image processor cache.

Once done - show message: “Image cache was successfully cleared.”

DESIGN:
https://invis.io/N4YDTMBRUFY

Source:
https://forum.treepl.co/t/images-caching-issues-in-custom-modules-blog-posts/106

Event Anniversary Emails

1) Create a new Settings section on a module settings page

Called “Follow Up Emails” which includes the option:

• Enable Follow-Up Emails (checkbox) - preset to ‘true’ for Events module

Show section only if “Module” > “Advanced Settings” > “Enable bookings” is true.

2) Create a new tab "DEFAULT FOLLOW-UP EMAILS" on a module edit page

Display only if the module has ‘Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true’ AND if ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true

Content:

• List of default follow-up emails
• ability to add new default follow-up email
• ability to edit and delete default follow up email

DESIGN:
https://projects.invisionapp.com/share/JA10JVKP2K78#/screens/447175909

Add ‘Date Field’ column after ‘Delivery Type’

• Show field display name if field exists
• Show saved field alias if field doesn't exist any more (but alias is saved for a follow-up)

3) Create a new tab "CUSTOM FOLLOW-UP EMAILS" on a module item edit page

• Display only if the module has ‘Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true AND if ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true.

Content

• “Send only custom follow-up emails” (checkbox)
  • When enabled, allow to add/edit/delete custom follow-up emails
    • List of custom follow-up emails
    • ability to add new custom follow-up email
    • ability to edit and delete custom follow up email

DESIGN:
https://projects.invisionapp.com/share/JA10JVKP2K78#/screens/447175909

• Set title Delivery Time instead Delivery Date
• Add Date Field column after Delivery Type
  • Show field display name if field exists
  • Show saved field alias if field doesn't exist any more (but alias is saved for a follow-up)

4) Change “Email Notification” -> “Workflow emails” page

Rename default admin menu item name from “Workflow Emails” to “Emails” and EntityAlias from ‘WorkflowEmails’ to ‘Emails’

In custom admin menus, find menu item with alias ‘WorkflowEmails’ and rename to ‘Emails’

Add tabs:

• Workflow Emails
  • Place existing listing and “add workflow emails” logic here
• Follow-Up Emails
  • Add listing and add/edit/delete Follow-up emails logic here
  • Show tab only if site plan is BUSINESS or higher

Set following restrictions based on site plan

• Show ‘Email Notification’ -> ‘Emails’ page starting from BUSINESS plan
  • Show ‘Workflow Emails’ tab starting from PRO plan
  • Show ‘Follow-Up Emails’ tab starting from BUSINESS plan

5) Create/edit follow up email logic

• Select one of the already created follow-up emails or create a new one (like it works on workflows - https://prnt.sc/TyNsogEjZwIa)
• Choose the trigger date field
  • Release Date
  • Expiry Date
  • Event Date Start
    • show if the module has ‘Advanced Settings’ -> ‘Enable Booking’ = true
  • Event Date End
    • show if the module has ‘Advanced Settings’ -> ‘Enable Booking’ = true
  • all custom properties with type datetime
• Choose a time shift for the chosen trigger date field: https://prnt.sc/nKOv35KSrxTw
  • Delivery Time (numeric)
  • Delivery Type (dropdown)
    • Days After
    • Days Before
    • Hours After
    • Hours Before
  • Date Field (dropdown) - list of module item date fields
    • system fields:
      • Release Date
      • Expiration Date
      • Event Date Start
      • Event Date End
    • custom fields (display name is the name of the custom field)
  • on edit
    • do not allow to save follow-up if Date Field is empty (only set field to be empty if the saved alias belongs to the date field that doesn't exist anymore)

6) Follow-Up Email sending logic

If the module has’Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true’ AND ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true

• Schedule sending follow-up emails for each module item (for each subscriber to this module item) based on the selected date field:
  • For module items that have ‘Send only custom follow-up emails’ = true
    • send only custom follow-up emails
      • if there are no custom follow-up emails in the list - no email will be sent for this module item
  • For module items that have ‘Send only custom follow-up emails’ = false
    • send only default follow-up emails

7) Email liquid

‘this’ object should contain the following properties:

• item
  • object that contains same fields as item from component type module (including event fields)
• member
  • module item subscriber

8) Site Plan Restrictions

Allow view and use of ‘Follow Up Emails’ on module settings if site plan is PRO or higher

Hide DEFAULT FOLLOW-UP EMAILS on module view and CUSTOM FOLLOW-UP EMAILS tab on module item view if site plan is lower than BUSINESS

If site's plan is ESSENTIAL

• disallow sending followup emails
• if plan will be restored to BUSINESS or higher all follow-up emails that wasn't sent while site plan was ESSENTIAL should NOT be sent after plan upgrade

9) Admin User Role permissions

Ability to enable/disable Default and custom followup emails should be managed by ‘Can Edit Basic Module Settings’ module's restriction

Add following admin user role permissions:

• Emails
  • Can View
    • if disabled; hide 'Email Notifications' -> 'Emails' menu item and do not allow to open 'Email Notifications' -> 'Emails' page
• Follow-ups
  • Can View
    • if disabled; hide DEFAULT FOLLOW-UP EMAILS on module view and CUSTOM FOLLOW-UP EMAILS tab on module item view
  • Can Add
  • Can Edit
  • Can Delete
    • these 3 restriction above should allow to view ‘add’, ‘edit’ and ‘delete’ buttons on DEFAULT and CUSTOM follow-ups pages
• Follow-up Emails
  • Can View
    • allows to see ‘Follow-up Emails’ tab on mail ‘Notifications’ -> ‘Emails’ page
  • Can Add
    • allows to show ‘add’ button on 'Email Notifications' -> 'Emails' page (tab ‘Follow-up Emails’)
    • allows to show ‘Add new follow-up email’ button on create follow-up form
  • Can Edit
  • Can Delete
    • these 2 restriction above should allow to view ‘edit’ and ‘delete’ buttons on 'Email Notifications' -> 'Emails' page (tab ‘Follow-up Emails’)

On create new admin user role

• set all permissions above to true by default

For all existed admin user roles

• All permissions above should be false
• On update from v6.5 to v6.6
• Add to all existing admin user roles following permissions with preset value
  • ‘Emails’ -> ‘Can View’ with value TRUE if
    • current user role permission has ‘Workflow Emails’ -> ‘Can View’ == true

10) Duplicating module item logic

Duplicate ‘Send only custom follow-up emails’ checkbox when duplicating the module item

Duplicate ‘Custom follow-ups’  when duplicating the module item

11) Duplicating module logic

Duplicate ‘Enable Default Follow-Up Emails’ AND ‘Enable Custom Follow-Up Emails’ settings

Duplicate ‘Default follow-ups’  when duplicating the module

12) Import/Export of module items

Add ‘Send only custom follow-up emails’ checkbox to import/export process

‘Follow-ups’ should NOT be added to module item import/export process

13)  Import/Export of module logic

Add ‘Enable Default Follow-Up Emails’ AND ‘Enable Custom Follow-Up Emails’ checkboxes to module import/export process

Do NOT add ‘Default follow-ups’  to export file

HTML security for GET url params in liquid request object

Add new filter to liquid

• unescape

This filter should decode html entities to its original strings (as an opposite to ‘escape’ filter)

Example

• {{"<br>" | unescape}}
• result = <br>

Improve liquid XSS security by implementing the following improvements in the ‘request.request_url.params’ liquid object

• convert all URL get parameters values to become HTML decoded

Example:

• URL:
  /my_page?myParam=<script>alert(1);</script>
• page content:
  {{request.request_url.params.myParam}}
• expected output
  • &lt;script&gt;alert(1);&lt;/script&gt;
• in case you will need to output original html - using this filter should help
  • {{request.request_url.params.myParam | unescape }}

 Add "Is Main Order" and "Is Recurring Order" property to order fields on Contact and order custom report

Improve Contacts and Orders custom report

• Add "Is Main Order" property to order fields
  • type
    • boolean
  • Add it to the 'Fields' tab ('Order Fields 'section)
  • Add it to the ‘Filters’ tab
  • Logic: Shows if the current order is a main or a suborder
• Add "Is Recurring Order" property to order fields
  • type
    • boolean
  • Add it to the 'Fields' tab ('Order Fields 'section)
  • Add it to the ‘Filters’ tab
  • Logic: Shows if the current order is a main or a suborder

Secure media file - uploaded images display broken

Secure media file - uploaded images display broken

If the user creates an item from the front and upload an image - (media-files folder should be SECURE https://prnt.sc/PsCLJTjnbpig 

Search engineer - expire date

https://treepl.slack.com/archives/C023SU50YQP/p1650902685179869

If item or custom module has expiry date and those modules expire - they should disappear from site map.

Sitemap and robots.txt

If there is no robot.txt file or it is there but empty, paste it there:

otherwise, we do not update the robots.txt file at all

in this way, we will pre-install default settings on all new sites - and if the file is not empty, then we consider that it is already customized and we do not touch it

and if they want to reset to default - let them delete the file or make it empty

Custom module - name of properties with "-"

https://treepl.slack.com/archives/C023SU50YQP/p1643293254025400

If create name of propery with "-" they do not display correctly on "Update form” on front-end: https://skr.sh/sCIsq9GzArG

ALSO doesn't work in JSON {% component source: "2", layout: "List", object: "collection", collectionVariable: "family", type: "module" %}
<pre>{{family.items[0].mother-in-law}}</pre>

Parent/Child custom module - not correctly display name of properties

1. Go to Event and open settings
2. Create several properties on Events and on Event Group
3. After that change location for those properties
4. Click on the first property and display not correct name of the property https://prnt.sc/KVh33JDdU6NV 

VIDEO:

https://treepl.slack.com/archives/C023SU50YQP/p1650437259226309

Custom Reports Filter improvement

Create Feature flag in Beta section called “Improved Custom Reporting”

1) Create new filters for the custom reports:

LOGIC:

• in
  • Found all items that have a property value that is equal to one of the supplied list of values
• not in
  • Found all items that have a property value that is not equal to all of the supplied list of values

DESIGN:

https://www.screencast.com/t/VPxURiSmdzC

2) Provide the ability to select several secure zones (like on tags):

https://www.screencast.com/t/nLWIsnTY 

https://www.screencast.com/t/coZTiKynZ 

3) Order Status filtering improvement:

Rename current filter ‘Order Status’ to ‘Order Status Type’ (https://prnt.sc/hdByF4EMuxnC)

• It should search by type name as it did before

Create new filter ‘Order Status’

• It should search by status name

DESIGN:

https://invis.io/MQ12BUHBSXCF

4) Restrictions

Add following validation error messages:

On Saving filters if there is at least one ‘In’ or ‘Not In’ filter in filters list AND “Improved Custom Reporting” is disabled:

“Filters “In” and “Not in” are not allowed if feature flag “Improved Custom Reporting” is disabled.”

On Retrieving report results if there is at least one ‘In’ or ‘Not In’ filter in filters list AND “Improved Custom Reporting” is disabled:

“Results can’t be retrieved: Filters “In” and “Not in” are not allowed if feature flag “Improved Custom Reporting” is disabled.”

Custom Reports Generation Improvement

Improvements:

‘Report’ -> ‘Results’ tab

• Improve speed of report generation and pagination.
• Improved logic should be used only if feature flag is enabled

‘Report’ -> ‘Filters’ tab

• Date fields value (Type: "DateTime"):
  Replace current logic of showing all dates from all items (https://www.screencast.com/t/USYltiD1) with datepicker element (like https://www.screencast.com/t/OChM9GVksz)

Server monitoring inside dashboard

Provide the ability to manually set up server instances of the web farm to the CMS DB

If web-farm is enabled for the site - show charts of CPU Utilization for each server on the analytics dashboard

DESIGN:
https://invis.io/6T12DFCCWRGA

Server enabling by schedule inside dashboard + hours balance

Ability to schedule second server enabling for the period of time

Add/edit slot form fields:

• Each slot should be at least 3 hrs long (if you need more time - you can add more duration). Available durations:
  • 3
  • 6
  • 9
  • 12
  • 15
  • 18
  • 21
  • 24
• Allow to choose start time with 1hr step starting from 0:00 AM  till 11:00PM
• Allow to setup slot name

When adding/editing slot:

• do not allow to choose duration;
  • that overlap the next slot
  • if there is no gap (at least 1h) between current slot and next slot
• do not allow to choose time that is busy by another slot or if this time is 1hr gap between slots
• do not allow to decrease slot if it is currently active (only increase slot duration allowed)

Do not allow to delete past and currently active slots:

• Allow deleting of future slots

Show time when next server enabling will be performed

Show hours balance

• Buy more button should show popup with text:
  “Please contact us at support@treepl.co to schedule an extra server upgrade.”

DESIGN:
https://invis.io/6T12DFCCWRGA

Public API for Orders

Create public API endpoints:

• CRM ORDERS
  • [GET] Get Orders List
  • [GET] Get Single Order
  • [PUT] Update Order

See temporary API endpoint documentation here.

API Applications setup:

Add new page:

• Settings -> API Applications

Allow to:

• list applications
  • DESIGN
• create new application
  • Fields
    • Name [string] required
    • Enabled [boolean] default: true
  • DESIGN
• Edit application
  • Fields
    • Name [string] required
    • Enabled [boolean] default: true
  • Allow to
    • copy `ClientId` and `ClientSecret`
    • regenerate `ClientSecret`
      • once regenerated - revoke all existed access tokens for the public API
  • DESIGN
• Delete application
  • Show confirm dialog:
    “Are you sure you want to delete this app?”

Site Plan Restrictions:

Allow using Public API starting Pro plan

Admin User Restrictions:

Add restrictions

• API Applications
  • Can View
  • Can Add
  • Can Edit
  • Can Delete

Retrieve access token endpoint:

• URL
  • /api/v1/oauth/token
• Type
  • POST
• Content-Type
  • application/x-www-form-urlencoded
• POST params
  • grant_type
    • client_credentials
  • client_id
    • {{client_id}}
  • client_secret
    • {{client_secret}}
  • scope
    • public_api

On Success return bearer token (life time 4 hours):

{
"access_token": "tokenStringHere",
"expires_in": 14400,
"scope": "public_api",
"token_type": "Bearer"
 }

If an app is disabled - return error:

{
"ErrorCode" : 401001,
"Message"   : "The application is disabled"
}

If clientId/clientSecret pair wasn't found - return error:

{
"ErrorCode" : 401002,
"Message"   : "Invalid client_id and/or client_secret"
}

If site plan is less than Pro:

{
"ErrorCode" : 401003,
"Message"   : "Public API is restricted for your site plan"
}

If scope is invalid:

{
"ErrorCode" : 401006,
"Message"   : "Invalid Scope"
}

If grant_type is invalid

{
"ErrorCode" : 401007,
"Message"   : "Invalid Grant Type"
}

API version 1

All of the following endpoints requires Authorization header with the token retrieved by retrieve access token endpoint

​If any request doesn't contain access token or token can't be found in DB, show error:

{
"ErrorCode" : 401000,
"Message"   : "Invalid Access Token"
}

ElseIf any request contains access token but it has been expired, show error:

{
"ErrorCode" : 401004,
"Message"   : "Access Token expired"
}

ElseIf an app associated with the access token - is disabled:

{
"ErrorCode" : 401001,
"Message"   : "The application is disabled"
}

ElseIf access token - is revoked:

{
"ErrorCode" : 401005,
"Message"   : "The Access Token has been revoked"
}

Update item from front-end - rewrites ‘media’ type data

When user updates custom module item from front-end it rewrites data in any "Media" type properties.

Extension manager improvement

Portal Changes

Rework ‘Site’ -> ‘Extensions’ tab in the Portal

Create extensions listing:
https://projects.invisionapp.com/share/GK120JMFPQMZ#/screens/460427508

The list should be limited by partner role.

Exclusive Extensions:

• Granular white-labeling (for Agency only)
• Import/export of modules (for Agency only)
• Direct billing (for Agency and Partner)

Provide the ability to:

• Install extensions:
  https://projects.invisionapp.com/share/GK120JMFPQMZ#/screens/460427507
• See extension’s info:
  https://projects.invisionapp.com/share/GK120JMFPQMZ#/screens/460427506
• Go to extension’s settings:
  • Separate page, unique for each extension
  • Show button only; if an extension is installed and if an extension has settings

Allow Portal Users to get full access to the ‘Extensions’ tab (like Agency user has)

Extension: Website Backup

Add new extension to the list of current extensions:

• Website Backup (beta)
• Short Description:
  Manage your site backups (schedule, restore, etc.)
• Information:
  Manage your complete site backups (manual, automated schedule, restore, etc.) and enable item rollback capabilities for Content Templates, Pages and other Modules

​Pricing is free during the beta period

Note: Backup extension is only available for sites running v6.4 or higher

Backup listing page

Design:
https://projects.invisionapp.com/share/FW121SWA84TV#/screens/460427502

Displays list of backup records, with actions/info:

• Download Backup File
• Restore Backup (see logic in Restore Backup Process)
• Delete Backup
• Pagination
• Storage/Size info
• Bulk delete operations
• Backup now (see logic in “Backup Process”)
• Upload Backup File (creates new backup record)

Settings page

Design:
https://projects.invisionapp.com/share/FW121SWA84TV#/screens/460427501

Scheduled backup settings:

• Repeat Every (number 1 through 31)
• Repeat Period
  • Day
  • Week (default)
  • Month
  • Year
• Repeat Time (with hourly time increments)
• Behavior On Low Storage
  • Email Portal Owner and skip new (default)
  • Remove oldest and create new
• Storage
  • Treepl Storage (default)
  • Google Drive [possible future option]
  • Dropbox [possible future option]

Note: Treepl storage packages to come after Beta version.

Extension in Admin UI

Add menu item to admin menu titled “Extensions” showing the installed extension/s as a sub-menu item (ie; Website Backup)

The UI for the Backup extension here will be the same as in the Portal.

Backup Process

Design:
https://projects.invisionapp.com/share/FW121SWA84TV#/screens/460427504

Once backup process is triggered:

• Show loader with progress
• create new backup record
  • set type ‘Manual’ or ‘Scheduled’ based on the trigger source
  • set date of the backup
• follow Backup logic described below
• Once process is finished
  • remove loaders and enable all backups

Actions and buttons:

• Cancel backup
  • shows confirm message before perform the action:
    “Are you sure you want to cancel the create backup process”

Scheduled Backup Process

Setup schedule checker based on Scheduled backup settings:

• Trigger Backup Process once
  • difference between current date and latest backup date is bigger than Repeat frequency
  • AND
  • current time is the same as selected in Time field
    (the Time field is represented by the timezone of the site, not UTC)
    

Restore Backup Process

Design:
https://projects.invisionapp.com/share/FW121SWA84TV#/screens/460427505

Once Restore backup process is triggered, show confirmation window with the following text and buttons:
“Your current version of the site will be restored to the backup version.
Please make sure you have made a backup of the site before starting the restoration if this data is important for you.”

Ok | Cancel

If clicked Ok:

• check if site is live or trial
  • if trial - check if site plan is lower than plan of the backup
    • if site plan is lower than in backup - upgrade site plan to the one from backup
      • Show loader with progress
      • Disable all backups (show in gray and hide action buttons)
      • Check if reseller from the backup is the same as the current site's reseller
        • if true
          • Show loader with progress
          • Disable all backups (show in gray and hide action buttons)
        • If false
          • Show error popup:
            “You cannot restore a site from the backup due to permissions issue.”
      • restore
        • Custom Icons for admin menu
        • Appdata -> Custom Admin Menu json file
        • FTP files and folders
        • DB
      • restart site
      • remove loaders and enable all backups

Actions and buttons:

• Cancel backup restoring
  • shows confirm message before perform the action:
    “Are you sure you want to cancel the restore backup process”
    

Upload Backup Process

Design:
https://projects.invisionapp.com/share/F2126E6QCRMB#/screens/462403051

Actions and buttons

• Cancel backup uploading
  • shows confirm message before performing the action:
    “Are you sure you want to cancel the upload backup process”

Error message when there is not enough storage for uploaded backup file:
“You've run out of storage for the backups. Please upgrade your storage.”

Backup logic

1) Steps

• Backup
  • DB
  • FTP files and folders
  • Appdata -> Custom Admin Menu JSON file
  • Custom Icons for admin menu
• Store them to the encrypted file with the name
  • {siteSubdomain}-{datetime}.seed
• Update progress on each step

2) Exceptions flows

• Backup file size is greater than available storage
  • Based on the value of ‘Behavior On Low Storage’
    • Email me and skip new
      • Delete attempted backup files
      • Send “Low Storage Email” system email to reseller
    • Remove oldest and create new
      • if Backup file size is greater than full storage limit
        • Show message:
          “You've run out of storage for the backups. Your backup request has been cancelled. Please upgrade your storage and launch a new backup request.”
        • Follow ‘Email me and skip new’ flow
      • else
        • Get list of backups in order: createDate DESC
        • Delete backups starting from the first in the list until there will be enough space to store the backup
• Only one backup or restore process is allowed for the same time. Show error message if trying to perform backup or restore once another process is working:
  “Only one backup or restoration process is allowed for the site at a time. Please wait until the current process is finished or cancel it and try again.”

Low Treepl Storage Email:

Send to

• {ResellerEmail}

Subject

• You've run out of storage for the {site_name} backups.
  

Content

• You've run out of storage for the {site_name} backups. Your backup request has been cancelled. Please upgrade your storage and launch a new backup request.
  
  Upgrade
  

Logic

• “Upgrade” button will lead to the ‘Portal’ -> ‘Site’ -> ‘Extensions’ -> ‘Website Backup’ settings page

Treepl Storage

Setup S3 bucket storage for all backups of Treepl storage.

Setup it on the same DC where the Treepl portal is located.

Setup 1GB of storage by default.

Extension uninstall behaviour

Do not delete all backup data stored on Treepl storage if partner clicks uninstall backup extension.

So if the extension is reinstalled at a later time - all previous backups would still be available.

Page Rollback Option

0) Store files for downloadable products on FTP

Move all current files for all products to ftp folder "/_downloadable_products", with file path using the folwing format: “/{productId}/{filename}.{fileext}”

• New files stored in folder "/_downloadable_products" on product saving using the above file path format.
• Deny access by URL to any file in this folder (show 404 page not found)
• When new file is uploaded - do not delete previous file from the folder. So if you apply rollback to the version where another file was set, you can restore access to it.

1) Rollback setting in module settings

Create new collapsable section in module settings titled “Extension Settings” which provides the ability to enable rollback options in the module.

NOTE: Rollback is enabled by default for ‘Page’ module and ‘Content Templates’ for all site plans regardless of the Backup extension being installed or not.

Design:

https://projects.invisionapp.com/share/W6X356SMH23#/screens

2) Restriction logic

Rollback options are only provided for the site if the Backup extension is installed and is not expired - except for ‘Pages’ and ‘Content Templates’ which have rollback turned on by default.

3) Rollback listing on Items and Content Templates

Once Rollback is enabled for the item

• show ‘History’ button near ‘Save/Back’ buttons:
  https://projects.invisionapp.com/share/XZ1228SX8M7N#/screens 
  (at the very bottom)
• Once clicked - show the History panel
  • Show only those rollback records that belong to the current set of properties (‘Settings’ or ‘SEO’)
  • https://projects.invisionapp.com/share/XZ1228SX8M7N#/screens/461401436
  • show first records that fit the window. Then on scroll - load more
  • provide the ability to sort the list of rollback records
    • Sort by
      • Date (Default)
      • Editor
        

4) Rollback recording logic

Recording logic should be applied to the following editing points:

• Editing via admin UI
  • Save type is ‘Settings’ or ‘SEO’ (based on wich tab user is on saving)
• Editing via FTP
  • Save type is ‘Settings’
• Editing from the Edit Item Form (front-end)
  • Save type is ‘Settings’
• Editing via import
  • Save type is ‘Settings’ AND ‘SEO’ (because import row may contain properties from both sections. Create 2 rollback records in this case)

Rollback records should be applied for different sets of item properties:

•  type ‘Settings’
  • All fields that are shown in the ‘Settings’ tab of the item edit page in admin UI
  • For ‘Content Templates’ the fields include:
    • Name
    • IsDefault
    • Content
    • AmpContent
    • TemplateSettings
      • EcommerceJS
      • MainCSS
      • PaymentJS
      • RecaptchaJS
•  type ‘SEO’
  • All fields that are shown in ‘SEO’ tab of the item edit page in admin UI

Once item or content template is edited (with changes made) in any editing point:

• Create Rollback record (as type ‘Settings’) with the following info:
  • Source
    • Admin UI
    • FTP
    • Edit Item Form (from front-end)
    • OSE
    • Import
  • Data
    • all values of all properties of the item or template that they had before saving
  • Editor
    • Store CRM record Id or Admin record Id for linkage
    • View Format
      • Type
        • CRM Member
        • Admin User
        • Portal Owner
        • Portal User
          Display CRM Member and Admin User as links to the CRM contacts and Admin users details respectively.
  • Date
    • Create Datetime of the rollback

5) Rollback records delete flow

Every 6 hrs collect all rollback records that are older than 90 days and delete them.

6) Rollback flow

Design:
https://projects.invisionapp.com/share/XZ1228SX8M7N#/screens/461401436

When clicking ‘Restore’ rollback button:

• If some values could not be restored (if value options no longer exist or property from rollback has another type then the current one)
  • Show Error Reporting popup:
    https://projects.invisionapp.com/share/XZ1228SX8M7N#/screens/461401437
• else
  • Show Confirmation popup:
    “This version will now be loaded for previewing where you will have the option to 'Restore' the changes.”
    • clicking on ‘Restore’ rollback button:
      • Will preset edit form by the values from the rollback record (omitting values that could not be restored. If the property type is not the same as in the rollback - set empty value to the property)
      • change name of the Save button to Restore
      • This action requires user to click Restore in order to finalize restoring process
      • Show warning messages near fields that are not restored correctly

When clicking ‘Delete’ rollback button:

• Delete rollback record from DB
• Restrict Delete operation for all admin users except Partners.
  If user with another role triggers Delete rollback action, show message: “You don't have permission to perform this action”

7) Permissions

Add permissions to the following modules:

• Each Custom module permissions group
• Default Custom Module permissions group
• Page permissions group
• Content Template permissions group
• Blogs permissions group
• Blog Posts permissions group
• Banner Groups permissions group
• Banners permissions group
• Galleries/Sliders permissions group
• Slides permissions group
• FAQ Groups permissions group
• FAQ Questions permissions group
• Authors permissions group
• Products permissions group
• Catalogs permissions group
• Events Group permissions group
• Event permissions group

Restrictions:

• Can View And Manage Rollback History, if restriction is disabled:
  • do not show history button on item edit form in admin [UI]
  • block get history api endpoint [BE]
• Can Enable/Disable Rollback On Module Settings, if restriction is disabled:
  • Hide Enable Rollback checkbox on module settings [UI]
  • Skip saving new value of Enable Rollback checkbox on editing module settings [BE]

DESIGN:

Rollback option in module settings:
https://invis.io/W6X356SMH23

Main design:
https://projects.invisionapp.com/share/XZ1228SX8M7N

domain redirects and non-www to www redirect

Domain redirects management (Portal)

Add Page for domain redirects management under ‘Site’ -> ‘Domain Redirects’ tab (next to Domains tab - https://www.screencast.com/t/t94mO7GEmy )

Show list of redirects

Provide ability to add, edit and delete redirects

Domain redirects management (CMS Admin)

Add Page for domain redirects management under ‘Settings’ -> ‘Domains’ -> ‘Domain Redirects’ tab ( https://invis.io/TQ11WXQDKYE4 )

Logic is the same as for the portal

Add/edit redirect form

• From URL (dropdown)
  {list of all existing domains for the site, including www versions if existed}
• To URL (dropdown)
  {list of all existing domains for the site, including www versions if existed, except domain selected in From URL}
• Enabled (boolean) determines if redirect should be applied to the site or not

Add/edit redirect form logic

• Add js that will exclude a domain from ‘To URL’ each time ‘From URL’ is changed
• In order to apply redirects, the user needs to click ‘Apply’ button under the list of redirects. Otherwise, all changes will be lost once the user leaves the page
  • Show standard warning message if a user made any changes and go out of the tab without clicking ‘Apply’
• Once clicked ‘Apply’:
  • Show confirmation popup with text:
    “Please note that we'll need to restart the site in order to apply the changes. The site will be unavailable for a few minutes right after the restart. Do not refresh the page, this will result in the"service unavailable" error.”
  • If clicked OK - show full page locking loader and wait until the site will be reloaded.
    Then hide loader

Portal: Leadership Team page

Add page to the portal titled “Leadership Team”

Design:
https://projects.invisionapp.com/share/ZJ122U2JWAGS#/screens 

Show Page for the following roles:

• Partners
• Agencies

Workflow notifications improvement for payments

Add sending form workflows after retrieving successful payment webhook (missing workflow logic for payment forms that redirects to payment site after submit)

• Use Cases
  • Payment method = PayPal
  • Stripe 3D secure
• Logic
  • if Form Submission Data contains customWorkflows field
    • take a list of workflow ids from it
  • else
    • take a list of workflows attached to the form in the settings tab

In SEO tab - SEO priority change after every saving

https://treepl.slack.com/archives/C023SU50YQP/p1641319429078700

1. Go to page -> SEO tab -> set up SEO priority 1 https://prnt.sc/2640kr5
2. After go to SETTINGS tab and click Save button https://prnt.sc/2640off
3. Return to SEO tab - SEO priority change on 0.5 again

Actual: After saving, changes SEO priority

Expected: after any changes on page - all previously saved information shouldn't be changed

Orders - filter by caseid or orders doesn't works

https://treepl.slack.com/archives/C023SU50YQP/p1641438488002500

Actual: display error Liquid Error: FilterBy/SortBy value 'caseid' is incorrect

Expected: display form submission

Custom Module - edits to Table not correct

https://treepl.slack.com/archives/C023SU50YQP/p1642361221011500

Actual: Duplicates column after edit

Expected: After edited name of table - on list of modules display correct names of columns

[Portal] Display "Last updates" time is local for each partner

1. Go to Portal -> Support page https://forum.treepl.co/t/portal-bug-ux-fix-support-ticket-last-updates-time-is-not-local/1081
2. Column Last Update display not local time for each partner https://prnt.sc/1g215ux

Advanced CRM Group - not correct order after edit group

1. Create advanced CRM Group and assigned to Contact
2. Go to Contact and fill all fields https://prnt.sc/1w7wung
3. After go to group and change order of fields
4. Go to contact and  display old order BUT if open edit - display correct https://prnt.sc/1w7wzfi 
5. THE SAME problem with UPDATE account form where use advanced CRM Group and assigned to Contact - https://prnt.sc/1w7xvmn

Offline payment - add ability to edit and delete from all types

1. Create Offline Order
2. Add an offline payment type https://prnt.sc/1wy0qig

Actual: Not display edit/delete buttons https://prnt.sc/1wy0qig

Expected: Should display edit/delete buttons
https://treepl.slack.com/archives/CRUAT8GGZ/p1634754580137000

Discount Codes - Release/Expiry Dates to match timezone

1. Go to discount codes and create a new code with release and expiry dates as now
   
   Expected: Dates must match the time zone on the site
   Actual: Dates match the UTC time zone

Export Event Bookings with custom fields

1. Create form SingleItem with custom fields and Adv CRM group
2. After go to Events bookings and make export exactly from this new form
3. In file not display custom fields

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: {{order.mainOrderId}}
    • 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: {{order.isRecurring}}
    • Description:
      true if order has attached recurring subscription
  • `hasActiveSubscription` (boolean)
    • Tag output: {{order.hasActiveSubscription}}
    • 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 order.hasActiveSubscription %}  
    
    <form action="/public/api/subscriptions/{{order.id}}/cancel-subscription" method="post" onsubmit="return confirm('Are you sure you want to cancel this subscription?')"><input type="submit" value="Cancel Subscription"></form>
    
    {% endif %}  
• 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 {% component type: "CRMContacts" %}  ️

• add crmType property to contact object:️
  • values
    • Contact
    • Member
• add isEmailVerified property to contact object️ (Boolean)
• Extend filtering of {% component type: "CRMContacts" %} (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 {% component type:"member_update_form" %})
   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

{{this}} on Product not correct display ID of item

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

1. Put on the order page, invoice or workflow {{this}} - 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 {{this.pagination.totalItemsCount}}

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

{% component type: "CRMContacts", sortBy: "UpdatedDateTime", sortOrder: "DESC", collectionVariable: "customer", layout: "" %}

<pre>{{customer}}</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 {{this}} 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 {{this}} 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 {{this}} 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 {{this.LastUpdatedDate | date: "%a, %b %e, %Y - %r" }}
3. Site time differs from update time http://joxi.ru/Vm6Y13kC37WOKr

Group layout - should be {{this.id}}

In layout of group item not correct display

{{this.id}} https://prnt.sc/1wzn9tv

Actual:

{{{this.id}}}

Expected:

{{this.id}}

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 {% component source: "__test team", layout: "", limit: "100", collectionVariable: "data", type: "module" %}

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

{% component type:"member_update_form", source:"subscriptions", userId:"123", layout:"", collectionVariable:"" %}

• 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 {{request.currentmember}} 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 {{request.currentmember}} also
          "role": "Admin User",
          // Get ALL secure zones and add flag "issubscribed" : true|false
          // Do NOT change the {{request.currentmember}} 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="{{this.member.id}}"/ >  
  
      {% for zone in this.member.securezones %}  
  
          <input type="hidden" name="SecureZone[{{zone.id}}][id]" value="{{zone.id}}"/ >  
  
          <input id="SecureZoneSubscribed_{{zone.id}}" type="checkbox" name="SecureZone[{{zone.id}}][isSubscribed]" value="true" {% if zone.isSubscribed == true %}checked="checked"{% endif %} / >
  
          <label for="SecureZoneSubscribed_{{zone.id}}">{{zone.name}}</label>
  
          <label for="SecureZoneExpireDate_{{zone.id}}">Expiry Date</label>
  
          <input id="SecureZoneExpireDate_{{zone.id}}" type="datetime-local" name="SecureZone[{{zone.id}}][expiryDateTime]" value="{{zone.expiryDateTime | date: '%Y-%m-%dT%H:%M'}}">
  
  {% endfor %}
  
      <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

{% component type:"member_update_form", source:"info", userId:"123", layout:"", collectionVariable:"" %}

• Default layout

      <form action="/forms/members/update-member.ashx" method="POST" enctype="multipart/form-data">  
      
          <input type="hidden" name="userId" value="{{this.member.id}}"/>  
      
      
          //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 {% raw %}{% endraw %} 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 {% raw %}{% endraw %} 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/{{moduleItemId}}}?layout={{Layout}}" method="post">

[Reply to comment] Form Example

    <form action="/public/api/comment/{{moduleItemId}}/{{parentCommentId}}?layout={{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/{{commentId}}?layout={{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/{{commentId}}" 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"

{% component type:"commentThreads", moduleItemId:"123", limit:"10", commentLimit:"5", layout:"", commentLayout:"", threadLayout:"", collectionVariable:"" %}

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">
    {% include "{{this.threadLayout}}" %}
</div>

    <a href="/public/api/comment/load-more/{{this.moduleItemId}}?page=2&limit={{this.params.limit}}&layout={{this.ThreadLayout}}&commentlimit={{this.params.commentlimit}}">Load more thread</a>
    <form action="/public/api/comment/{{this.moduleItemId}}}?layout={{this.ThreadLayout}}" 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):
    {% for thread in this.items %}
        <div class="comment-thread">
            {{thread.body}}
           
            <div class="subcomment-thread">
    
                {% assign realthis = this %}
                {% assign this = thread %}
                   {% include "/{{realthis.CommentLayout}}", layout: realthis.commentlayout %}
                {% assign this = realthis %}
    
                <a href="/public/api/comment/thread/load-more/{{this.moduleItemId}}/{{thread.id}}?page=2&limit={{this.params.commentlimit}}&layout={{this.commentlayout}}">Load more comments</a>
                <form action="/public/api/comment/{{this.moduleItemId}}/{{thread.id}}?layout={{this.commentlayout | default: this.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>
                <form action="/public/api/comment/delete/{{thread.id}}"  method="post">
                    <input type="submit" value="Delete" />
                </form>
            </div>
        </div>
    {% endfor %}
    
    Comment layout (/cms-assets/layouts/comment_threads/comment_default.layout):
    {% for comment in this.items %}
        <div class="sub-comment">
            <div class="sub-comment-body">
                {{comment.body}}
            </div>
            <form action="/public/api/comment/{{comment.moduleItemId}}/{{comment.id}}?layout={{this.layout | default: 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>
            <form action="/public/api/comment/delete/{{comment.id}}"  method="post">
                <input type="submit" value="Delete" />
            </form>
        </div>
    {% endfor %}
    

DESIGN:

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

Component type: "comments"

{% component type:"comments", moduleItemId:"123", limit:"10",  layout:"", commentLayout:"", collectionVariable:"" %}

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

{% for comment in this.items %}
    <div class="sub-comment">
        <div> class="sub-comment-body">
            {{ comment.body }}
        </div>

        <form> action="/public/api/comment/delete/{{comment.id}}" method="post">
            <input type="submit" value="Delete"/>
        </form>
    </div>
{% endfor %}

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: {{this.parent.id}} 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

{{request.request_data.referrer}} 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="{{this.paymentAmount}}"/>

to:

<input type="text" disabled="disabled" id="PaymentTotalCost" value="{{this.paymentAmount}}"/>

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":

{% component type:"favorites", source:"[[moduleIdentifier]]", itemId:"[[itemId]]", includeItemData:"[[includeItemData]]", limit:"[[limit]]", collectionVariable:"", layout:"" %}

• `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:

• {{this.ErrorType}}
  • FavoritesRequiresLogin
• {{this.ErrorMessage}}
  • 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 {% component type:"module" %} for the example item this object should have
  • {{this.Url}} == "/parent1"
• When {% component type:"module", filterBy:"parentId", filterValue:"22" %} for the example item this object should have
  • {{this.Url}} == "/parent2"
• When {% component type:"module", searchScope:'{"parentId": "33"}' %} for the example item this object should have
  • {{this.Url}} == "/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
  • {% component type: "CRMContacts" %}
  • {% component type: "CRMCustomGroup" %}
  • {% component type: "CRMContactCustomGroup" %}
• in the admin CRM data pickers

3) Components logic extending

Add includeSecureZonesInfo: "true" param to {% component type: "CRMContacts" %}

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 {{request.currentmember}}):

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 "{{this.id}}" 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

{% component type: "shopping_cart" %}
Layout and collectionVariable params behavior fix

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 ({% component type:"shopping_cart", collectionVariable:"shoppingCartData" %}) that by mistake may miss the layout:"" param that stops component from rendering the default layout but still show no default layout (because of the current bug) .
You need to add missed layout:"" param to such components in order to fix incorrect implementation of the component.