v7.0 Release date: 05 Jun, 2024
New Feature

API Access - open up the API v2

Opening up the API for authorized access to site data. It will allow access to site data for external software, programs, and other websites.

We are introducing v2 open API that incudes:
- Admin API
- Webhooks
- Frontend API
  • API
  • BC Equivalent
v6.11 Release date: 07 Feb, 2024

Full Release Notes

BACKLOG

Zapier - trigger recurring subscription change

Create a new trigger for the subscription change event

Name: Updated Recurring Subscription
Logic: Trigger event each time subscription status is changed

`RecurringSubscription` response object:

    {
        "Code": "Sub_123",
        "Status": "Canceled",
        "MemberId": 11111,
        "RecurringProducts": [
            {
                "EntityType": "SecureZoneSubscription",
                "Id": 1,
                "Name": "SZ"
            }
        ]
    }

Status values:

  • Incomplete
  • IncompleteExpired
  • Trialing
  • Active
  • PastDue
  • Canceled
  • Unpaid

EntityType values:

  • Form
  • ModuleItem
  • SecureZoneSubscription

Extension: Meta Conversion API Integration

1) Add extension Meta Conversion API Integration

Name: Meta Conversion API Integration (beta)
Short Description: Utilizes Meta Events via the Conversion API.
Price: Free during the beta period
Design: https://invis.io/E813E62LNS7H 

Supported the following events:

  • Add to cart
  • Initiate checkout
  • Complete registration
  • Lead
  • Purchase

More info can be found here:

- https://www.facebookblueprint.com/student/activity/212738-connect-your-data-with-pixel-and-conversions-api

- https://developers.facebook.com/docs/marketing-api/conversions-api/get-started

2) Extension page in Admin

Add page to extension menu item

Name: Meta Conversion API Integration

Design: https://invis.io/TB13E62NWP3D

Content:

Form with the following fields

  • Pixel ID [string] (required)
  • Access Token [string] (required)

3) Events to be implemented

  • Add to cart
    • Triggering logic:
      Trigger event once the addToCart API is calling (once clicking Add to cart) with a successful response (if an error occurred or not enough inventory - it would not be triggered)
  • Start placing an order
    • Triggering logic:
      Trigger event once any form with type checkout is loading on the page
  • Purchase
    • Triggering logic:
      Trigger event once form with payment is successfully submitted (event would be sent regardless of the payment result. The only blocking condition would be if a payment request would not be created successfully.
  • Lead
    • Triggering logic:
      Trigger event once any form without password field is sent
  • Completed registration
    • Triggering logic:
      Trigger event once any form with password field is sent

Google analytics events output via component and API

1) Event analytics retrieving logic

This logic is accessible only if GA4 analytics is set up in the admin panel.

Retrieve data using the following GA4 API:
https://developers.google.com/analytics/devguides/reporting/data/v1/rest/v1beta/properties/runReport

Request JSON example:

    {
        "dimensions": [
            {
                "name": "date"
            },
            {
                "name": "eventName"
            },
            {
                "name": "customEvent:coupon_code"
            },
            {
                "name": "customEvent:user"
            }
        ],
        "metrics": [
            {
                "name": "eventCount"
            }
        ],
        "dateRanges": [
            {
                "startDate": "2023-07-03",
                "endDate": "2023-07-05"
            }
        ],
        "dimensionFilter": {
            "andGroup": {
                "expressions": [
                    {
                        "filter": {
                            "stringFilter": {
                                "matchType": "EXACT",
                                "value": "coupon_code_clicked"
                            },
                            "fieldName": "eventName"
                        }
                    },
                    {
                        "filter": {
                            "stringFilter": {
                                "matchType": "EXACT",
                                "value": "My CUSTOm CODE"
                            },
                            "fieldName": "customEvent:coupon_code"
                        }
                    }
                ]
            }
        },
        "limit": "100",
        "orderBys": [
            {
                "dimension": {
                    "orderType": "ALPHANUMERIC",
                    "dimensionName": "date"
                },
                "desc": false
            }
        ],
        "keepEmptyRows": true
    }

2) Liquid component

Component pattern:

{% component type:"frontend_API", endpoint:"/api/frontend/ga4_run_report",  request: "[[request]]", layout:"", collectionVariable:"" %}

Params description:

  • request
  • layout
    • Default component logic should be applied here.
    • Success response JSON object should be attached to liquid this.response variable
    • Error response JSON object should be attached to liquid this.errorMessages param.
      Example: "errorMessages": []
    • Number of errors should be attached to liquid this.error param.
      Example: "error": 0
    • Default layout is empty
  • Response {{this.response}} object:
        {
            "dimensionHeaders": [
                {
                    "name": "date"
                },
                {
                    "name": "eventName"
                },
                {
                    "name": "customEvent:coupon_code"
                },
                {
                    "name": "customEvent:user"
                }
            ],
            "metricHeaders": [
                {
                    "name": "eventCount",
                    "type": "TYPE_INTEGER"
                }
            ],
            "rows": [
                {
                    "dimensionValues": [
                        {
                            "value": "20230705"
                        },
                        {
                            "value": "coupon_code_clicked"
                        },
                        {
                            "value": "My CUSTOm CODE"
                        },
                        {
                            "value": "33"
                        }
                    ],
                    "metricValues": [
                        {
                            "value": "4"
                        }
                    ]
                },
                {
                    "dimensionValues": [
                        {
                            "value": "20230705"
                        },
                        {
                            "value": "coupon_code_clicked"
                        },
                        {
                            "value": "My CUSTOm CODE"
                        },
                        {
                            "value": "22"
                        }
                    ],
                    "metricValues": [
                        {
                            "value": "3"
                        }
                    ]
                },
                {
                    "dimensionValues": [
                        {
                            "value": "20230705"
                        },
                        {
                            "value": "coupon_code_clicked"
                        },
                        {
                            "value": "My CUSTOm CODE"
                        },
                        {
                            "value": "11"
                        }
                    ],
                    "metricValues": [
                        {
                            "value": "1"
                        }
                    ]
                },
                {
                    "dimensionValues": [
                        {
                            "value": "20230704"
                        },
                        {
                            "value": "coupon_code_clicked"
                        },
                        {
                            "value": "My CUSTOm CODE"
                        },
                        {
                            "value": "22"
                        }
                    ],
                    "metricValues": [
                        {
                            "value": "4"
                        }
                    ]
                },
                {
                    "dimensionValues": [
                        {
                            "value": "20230704"
                        },
                        {
                            "value": "coupon_code_clicked"
                        },
                        {
                            "value": "My CUSTOm CODE"
                        },
                        {
                            "value": "11"
                        }
                    ],
                    "metricValues": [
                        {
                            "value": "3"
                        }
                    ]
                },
                {
                    "dimensionValues": [
                        {
                            "value": "20230704"
                        },
                        {
                            "value": "coupon_code_clicked"
                        },
                        {
                            "value": "My CUSTOm CODE"
                        },
                        {
                            "value": "(not set)"
                        }
                    ],
                    "metricValues": [
                        {
                            "value": "2"
                        }
                    ]
                },
                {
                    "dimensionValues": [
                        {
                            "value": "20230704"
                        },
                        {
                            "value": "coupon_code_clicked"
                        },
                        {
                            "value": "My CUSTOm CODE"
                        },
                        {
                            "value": "33"
                        }
                    ],
                    "metricValues": [
                        {
                            "value": "1"
                        }
                    ]
                }
            ],
            "totals": [
                {
                    "dimensionValues": [
                        {
                            "value": "RESERVED_TOTAL"
                        },
                        {
                            "value": "RESERVED_TOTAL"
                        },
                        {
                            "value": "RESERVED_TOTAL"
                        },
                        {
                            "value": "RESERVED_TOTAL"
                        }
                    ],
                    "metricValues": [
                        {
                            "value": "18"
                        }
                    ]
                }
            ],
            "rowCount": 7,
            "metadata": {
                "currencyCode": "USD",
                "timeZone": "America/Los_Angeles"
            },
            "kind": "analyticsData#runReport"
        }
    

3) API Endpoint via frontend API

Create a new frontend API endpoint

Endpoint: /api/frontend/ga4_run_report

Type: GET

Params: request value is URL encoded JSON string as per the following documentation:
https://developers.google.com/analytics/devguides/reporting/data/v1/rest/v1beta/properties/runReport#request-body

Example:

/api/frontend/ga4_run_report?request=%7B%22dimensions%22%3A%5B%7B%22name%22%3A%22date%22%7D%2C%7B%22name%22%3A%22eventName%22%7D%2C%7B%22name%22%3A%22customEvent%3Acoupon_code%22%7D%2C%7B%22name%22%3A%22customEvent%3Auser%22%7D%5D%2C%22metrics%22%3A%5B%7B%22name%22%3A%22eventCount%22%7D%5D%2C%22dateRanges%22%3A%5B%7B%22startDate%22%3A%222023-07-03%22%2C%22endDate%22%3A%222023-07-05%22%7D%5D%2C%22dimensionFilter%22%3A%7B%22andGroup%22%3A%7B%22expressions%22%3A%5B%7B%22filter%22%3A%7B%22stringFilter%22%3A%7B%22matchType%22%3A%22EXACT%22%2C%22value%22%3A%22coupon_code_clicked%22%7D%2C%22fieldName%22%3A%22eventName%22%7D%7D%2C%7B%22filter%22%3A%7B%22stringFilter%22%3A%7B%22matchType%22%3A%22EXACT%22%2C%22value%22%3A%22My%20CUSTOm%20CODE%22%7D%2C%22fieldName%22%3A%22customEvent%3Acoupon_code%22%7D%7D%5D%7D%7D%2C%22limit%22%3A%22100%22%2C%22orderBys%22%3A%5B%7B%22dimension%22%3A%7B%22orderType%22%3A%22ALPHANUMERIC%22%2C%22dimensionName%22%3A%22date%22%7D%2C%22desc%22%3Atrue%7D%5D%2C%22keepEmptyRows%22%3Atrue%7D

4) API Endpoint restrictions

Add API Endpoint restrictions:

see 2) “API Endpoint restrictions logic” (ie: Disallow processing API if the current logged-in user is mismatched with the restrictions)

5) Default include file for chart

Create default chart inside include file: /cms-assets/includes/ga4-report-chart.inc

Add ability to redraw chart on selecting different:

  • Start Date
  • End Date

Use API calls in order to retrieve new values

6) Add component to toolbox

Add to toolbox: “Frontend API” > “GA4 Report Chart”

Params:

  • startDate (default: {{"now" | date_add: -1, "month" | date: "%Y-%m-%d" }})
  • endDate (default: {{"now" | date: "%Y-%m-%d" }})
  • eventName (default: page_view)
  • requestJSON (default: see "Content" from section (5))
    • if provided - ignore all params above.

Output Value

{% include "/cms-assets/includes/ga4-report-chart.inc", startDate: "", endDate: "", eventName: "", requestJSON: "" %}

Secure Zone Subscribers analytics

1) Liquid component

Component pattern:

{% component type:"frontend_API", endpoint:"/api/frontend/secure_zone_subscribers_analytics", request:"[[request]]",  layout:"", collectionVariable:"" %}

Request expression pattern:

    {
        "startDate": "[[startDate]]",
        "endDate": "[[endDate]]",
        "filterExpression": [[filterJSONExpression]],
        "sortExpression": [[sortJSONExpression]],
        "groupType": "[[groupType]]"
    }

Description of the expression params:

[[startDate]]

  • allowed format: yyyy-mm-dd (if format not matched - use default: NOW date)

[[endDate]]

  • allowed format: yyyy-mm-dd (if format not matched - use default: startDate + one day)

[[filterJSONExpression]]

  • Expression pattern:
    [
        {
            "secureZones": [
                [[secureZoneId1]],
                [[secureZoneId2]],
                [[secureZoneIdN]]
            ]
        }
    ]
    
  • If supplied string could not be parsed as JSON - use default expression of empty array:
    [
        {
            "secureZones": []
        }
    ]
    

    Logic:
    IF secureZones is an empty array, retrieve stats for all secure zones.
    ELSE retrieve stats only for selected secure zones.

[[sortJSONExpression]]

  • Expression pattern (default):
    [
        {
            "sortBy": "date",
            "sortOrder": "ASC"
        }
    ]
    

    Allowed `sortBy` values: date
    If supplied string could not be parsed as JSON - use default expression

[[groupType]]

  • Possible values
    • Day (default)
    • Week
    • Month
    • Year

    If param is not specified - use default value

Full example of the request expresion:

{
    "startDate": "2023-10-01",
    "endDate": "2023-11-10",
    "filterExpression": [
        {
            "secureZones": [
                111,
                222,
                333
            ]
        }
    ],
    "sortExpression": [
        {
            "sortBy": "date",
            "sortOrder": "ASC"
        }
    ],
    "groupType": "Day"
}

Layout:

  • Default component logic should be applied here.
  • Response JSON object should be attached to liquid this.response variable
  • Default layout is empty

Response {{this.response}} object example:

    {
        "rows": [
            {
                "dimensionValues": [
                    {
                        "value": "Date"
                    },
                    {
                        "value": "Total"
                    },
                    {
                        "value": "secure zone 1"
                    },
                    {
                        "value": "secure zone 2"
                    },
                    {
                        "value": "secure zone 3"
                    }
                ],
                "metricValues": [
                    {
                        "value": "20230705"
                    },
                    {
                        "value": 39 //total number of subscribers to all selected secure zones
                    },
                    {
                        "value": 4 //number of subscribers to secure zone 1
                    },
                    {
                        "value": 2 //number of subscribers to secure zone 2
                    },
                    {
                        "value": 33 //number of subscribers to secure zone 3
                    }
                ]
            }
        ],
        "rowCount": 1
    }

2) API Endpoint via frontend API

Create a new frontend API endpoint

Endpoint: /api/frontend/secure_zone_subscribers_analytics

Type: GET

Params: `request` (URL encoded JSON string like in request for liquid object):
{"startDate":"2023-10-01","endDate":"2023-11-10","filterExpression":[{"secureZones":[111,222,333]}],"sortExpression":[{"sortBy":"date","sortOrder":"ASC"}],"groupType":"Day"}

Example:

/frontend_api/secure_zone_subscribers_analytics?request=%7B%22startDate%22%3A%222023-10-01%22%2C%22endDate%22%3A%222023-11-10%22%2C%22filterExpression%22%3A%5B%7B%22secureZones%22%3A%5B111%2C222%2C333%5D%7D%5D%2C%22sortExpression%22%3A%5B%7B%22sortBy%22%3A%22date%22%2C%22sortOrder%22%3A%22DESC%22%7D%5D%2C%22groupType%22%3A%22Day%22%7D

3) API Endpoint restrictions

Add API Endpoint restrictions:

see 2) “API Endpoint restrictions logic” (ie: Disallow processing API if the current logged-in user is mismatched with the restrictions)

4) Default include file for chart

Create default chart inside include file:
/cms-assets/includes/secure-zone-analytics-chart.inc

Add ability to redraw chart on selecting different:

  • Group Type
    • Day
    • Week
    • Month
    • Year
  • Start Date
  • End Date

Use API calls in order to retrieve new values

Content:

{% capture requestJSON %}
{
    "startDate": "{{startDate}}",
    "endDate": "{{endDate}}",
    "filterExpression": [
        {
            "secureZones": [{{secureZonesList}}]
        }
    ],
    "sortExpression": [
        {
            "sortBy": "date",
            "sortOrder": "ASC"
        }
    ],
    "groupType": "{{groupType | default : "Day"}}"
}
{% endcapture %}
{% component type:"frontend_API", endpoint:"/api/frontend/secure_zone_subscribers_analytics",  request: "{{requestJSON}}", layout:"", collectionVariable:"frontendAPIResponse" %}

Use frontendAPIResponse for the first draw and pass it to JS in order to determine request structure for the change startDate, endDate and groupType.

5) Add component to toolbox

Add to toolbox: ‘Frontend API’ > ‘Secure Zones Analytics Chart’

Params:

  • startDate (default: {{"now" | date_add: -1, "month" | date: "%Y-%m-%d" }})
  • endDate (default: {{"now" | date: "%Y-%m-%d" }})
  • secureZonesList (default: "")
    • if passed, should be a CSV string of secure zones ids (example "111,222,333")
  • groupType (default: "")
  • requestJSON (default: see "Content" from section (4))
    • if provided - ignore all params above.

Output Value

{% include "/cms-assets/includes/secure-zone-analytics-chart.inc", startDate: "", endDate: "", secureZonesList: "", groupType: "", requestJSON: "" %}

Module Item frontend API forms extending

1) Add permissions to Module -> `Site User permission`

Add following permission to the settings:

  • Allow Save Draft
  • Allow Publish Draft

Add workflow selector for each new permission

2) Rework Module -> `Site User permission` and Module -> `Autoresponder` tabs

  • Site User permission
    • Add API Endpoint restrictions (ability to set API Endpoint restrictions for each permission of the particular module):
      • see 2) “API Endpoint restrictions logic” (ie: Disallow processing API if the current logged-in user is mismatched with the restrictions)
  • Autoresponder updates:
    • Provide ability to configure all autoresponer settings for each action from permission list instead of "one single autoresponder for all actions":
      • Create module item
      • Update module item
      • Delete module item
      • Update draft module item
      • Publish draft module item
    • Migrate autoresponder settings from "one single autoresponder for all actions" to the following permission-specific autoresponders:
      • Create module item
      • Update module item
      • Delete module item
    • Set empty autoresponder settings for the new permission-specific autoresponders:
      • Update draft module item
      • Publish draft module item
    • Extend autoresponder settings
      • Setting: Receiver (Select element)
        • Form sender (default)
        • Item owner
        • Sender and owner
      • Logic:
        Receiver setting will determine what email to use as email receiver - current logged in user or actual item owner.
        Notes: on create item action there will be no difference between both options because item will be created by curren logged in user

Design: https://invis.io/NE13B20N72DB

3) Add Public API for Save Draft and Publish Draft

Add 2 new public APIs (similar to edit module item from frontend froms https://prnt.sc/OYeHVehTlJJI):

  • /public/api/module-items/update-draft
  • /public/api/module-items/publish-draft

Actions:

  • Send workflow if selected in Module -> Site User permission
  • Send API specific autoresponder if enabled and configured for certain API in Module -> Site User permission
  • Disallow to perform action if Module -> Site User permission ->  API Endpoint restrictions disallows current user to perform it

4) Update the toolbox with the new forms

Add forms to the toolbox (https://prnt.sc/pCCWR5PwOdny)

  • Update Item's Draft Form
  • Publish Item's Draft Form

5) Add param to the `module` and `module_of_member` components to receive draft versions of the items

Add param:

  • getDraft
    • true
    • false (default)

Logic:
if true; returns draft version of the item data insted of the public one.

6) Add URL param for the draft version of the item displaying

If url contains following get param - return draft version of the item taken by the URL instead of the public one:

  • ?DraftPreview=true

Frontend API access restrictions

1) Add API Endpoint restrictions setup page

Add new page: ‘Settings’ -> ‘Frontend API restrictions’

Design: https://invis.io/TY13B20D96NJ

2) API Endpoint restrictions logic

Restriction settings:

  • Enable/disable endpoint
  • API allowed to the following type of users:
    • Logged in users (default)
    • User from the following secure zones:
      • if this option selected - show list of the secure zones.
        Only users with access to ANY of the selected secure zones would be allowed to use API.
    • Admin Users
  • Ownership restriction (where API relates to entities having ownership):
    • Only Owner allowed (default) (only owner can perform an action or any user that belongs to the type determined above)
    • Anyone allowed

Restrictions can be applied to the following frontend APIs:

  • Create Module Item
  • Update Module Item
  • Delete Module Item
  • Update Draft Module Item
  • Publish Draft Module Item
  • Google analytics report
  • Secure zone subscribers analytics

3) Admin restrictions

Add to restrictions

  • Frontend API restrictions
    • Can View
    • Can Edit

4) Plan restriction

Min plan available: Essential

Category in module item view improvement

Example category structure

The module has selected 1-st level  category named AD-1 parent category as the parent category

Improvements:

1) Search by values

Add ability to search by values

2) Increase the number of shown items

Increase the number of show items to 12 https://prnt.sc/gYrGU-kV1IGl (currently shown 6 https://prnt.sc/glmHDzSt0dG8)

3) Category level output improvement

3.1) Feature flag

Add feature flag

Name: "Improved level displaying on category dropdown"

Description:
Removes redundant level 4-dashes ("----") on output if parent category is not root (on component category and add/edit module item forms)

3.2) On module item add/edit form

Show dashes based on displayed level of categories instead of actual

Current: https://prnt.sc/glmHDzSt0dG8

Improved: https://prnt.sc/FqEKrW2X3dum

Add change under feature flag

3.3) On component category

Show dashes based on displayed level of categories instead of actual level:

{% component type:"categories",  parentCategory:"[[parentCategoryId]]" %}

Subscriptions list to contact liquid object

1) Extend CRM contact liquid object with the recurring subscriptions list

Add property with a list of recurring subscriptions to the {{request.currentmember}} liquid object and {% component type: "CRMContacts" %}

Property Name: recurringsubscriptions

Value (list of recurring subscriptions objects):

[
    {
        "Code": "I-XXXXXXXXX",
        "Status": "Active",
        "MemberId": 1000,
        "RecurringProducts": [
            {
                "Id": 1002,
                "Name": "Some Membership",
                "EntityType": "ModuleItem"
            }
        ]
    }
]

2) Add a checkbox includeSecureZonesInfo to liquid component List of CRM Contacts in toolbox

If includeRecurringSubscriptions is true add recurringsubscriptions to member object.

If includeRecurringSubscriptions is false add emptylist recurringsubscriptions to member object

If param is not set to the component - apply false by default

WYSISYG: custom widgets

1) Add a page to create/update/delete and see a list of custom widgets for WYSIWYG

Add a new tab to ‘Settings’ -> ‘Misc’

Tab Name: WYSIWYG: CUSTOM WIDGETS

Content:
List of custom widgets with ability to create, update and delete them (https://prnt.sc/325Q0XSoM0yn)

2) Add the ability to insert a custom widget via WYSIWYG

Add button to the WYSIWYG that will allow admin user to select widget and add it to the content (https://prnt.sc/UrvFuHc3Gdhx)

Add nonce attribute support for CSP

1) Add nonce hash variable to the liquid context

Add liquid Property "cspNonceHash" which will contain a unique generated hash for the unique HTTP request.

In order to allow scripts to be loaded on the site add nonce attribute to each of them

  • <script nonce="{{cspNonceHash}}">alert(9);</script>
  • <script nonce="{{cspNonceHash}}" src="/js/my-main.js">alert(9);</script>

2) Add dynamic 'nonce' support in header settings

In order to tell the system to generate random hash on each request to the site for the nonce header param - add following string to the header field

  • 'nonce-cspNonceHash'

Once page would be rendered - header would output nonce param with random hash and the same hash would be available via liquid {{cspNonceHash}} variable.

Example:

  • HTTP Header Settings for: Content-Security-Policy:
  • Field: script-src
  • Value: 'self' 'nonce-cspNonceHash'
  • Page content:
                            <html>
    <head>
     <script nonce="{{cspNonceHash}}" src="/js/my-main.js">alert(9);</script>
       </head>
    <body>
     <script nonce="{{cspNonceHash}}">alert(9);</script>
    </body>
    </html>

Would be rendered:

  • HTTP Header Settings for: Content-Security-Policy:
  • Field: script-src
  • Value: 'self' 'nonce-9a9946d409f83d6e3e2ce883ef16a08f '
  • Page content:
                            <html>
    <head>
     <script nonce="9a9946d409f83d6e3e2ce883ef16a08f " src="/js/my-main.js">alert(9);</script>
       </head>
    <body>
     <script nonce="9a9946d409f83d6e3e2ce883ef16a08f ">alert(9);</script>
       </body>
    </html>

Reference link:
https://developer.mozilla.org/en-US/docs/Web/HTML/Global_attributes/nonce

Site search keywords case insensitive search

Improve site search to find items by keywords in case insensitive manner

Example:

  • Module item:
    • Name: “Test”
    • Keywords: “SomeKeyword,Someword”
    • Description: “Some text”
  • Expected behavior
    • when searching via site search using the search string "somekeyword"
    • should find module item with the name “Test”
  • Current behavior
    • when searching via site search using the search string "somekeyword"
    • module item with the name "Test" would not be found due to mismatched letter case in “somekeyword”

Unique, hash and random value liquid filters

1) Add a "Unique" liquid filter

Add new string filter:

Name: unique_value

Syntax: {{ "anystring" | unique_value : "[[format]]"}}

Params [[format]]:

  • N or n
  • D or d
  • B or b
  • P or p
  • X or x

Output format:

  • Liquid String

Examples with output:

{{ "" | unique_value : "n"}}
234fa26ee4c14ea8b3b916d15982d410


{{ "" | unique_value : "d"}}
234fa26e-e4c1-4ea8-b3b9-16d15982d410


{{ "" | unique_value : "b"}}
{234fa26e-e4c1-4ea8-b3b9-16d15982d410}


{{ "" | unique_value : "p"}}
(234fa26e-e4c1-4ea8-b3b9-16d15982d410)


{{ "" | unique_value : "x"}}
{0x234fa26e,0xe4c1,0x4ea8,{0xb3,0xb9,0x16,0xd1,0x59,0x82,0xd4,0x10}}

2) Add a "Random" liquid filter

Add new number filter:

Name: random

Syntax: {{ "anystring" | random: "[[min_value]]","[[max_value]]"}}

Params:

  • [[min_value]] (number)
  • [[max_value]] (number)

Output format:

  • Liquid Number

Example with output:

{{ "" | random: "0","100"}}
46

{{ "" | random: "0","100"}}
18

3) Add "Hash" liquid filter

Add new string filter:

Name: hash

Syntax: {{ "anystring" | hash : "[[hash_algorithm]]"}}

Params:

  • [[hash_algorithm]]
    Values:
    • md5
    • hmacmd5
    • sha1
    • hmacsha1
    • sha256
    • hmacsha256
    • sha512
    • hmacsha512
    • base64  

Output format:

  • Liquid String

Examples with output:

{{ "test1" | hash : "md5"}}
5a105e8b9d40e1329780d62ea2265d8a

{{ "test1" | hash : "hmacmd5"}}
1F5DDC06F9A25B02F58EF47E0A223288

{{ "test1" | hash : "sha1"}}
B444AC06613FC8D63795BE9AD0BEAF55011936AC

{{ "test1" | hash : "hmacsha1"}}
7C9CDF43AD36F6A35053CD9676733D40CC5DDCFF

{{ "test1" | hash : "sha256"}}
1B4F0E9851971998E732078544C96B36C3D01CEDF7CAA332359D6F1D83567014

{{ "test1" | hash : "hmacsha256"}}
DE7762D598CB0B6A8B354BF11C90A313E2888545CFC1B84CE24A191DD8E6D631

{{ "test1" | hash : "sha512"}}
B16ED7D24B3ECBD4164DCDAD374E08C0AB7518AA07F9D3683F34C2B3C67A15830268CB4A56C1FF6F54C8E54A795F5B87C08668B51F82D0093F7BAEE7D2981181

{{ "test1" | hash : "hmacsha512"}}
C2E390DEE58F2DFF074A38E60E40353795DD7EF0514A57C9DE366E179DEF57F5C4133A2BE1E83AA625D2ACB4C47EFC1B7F92214016E71A54D2B2587FBB110382

{{ "test1" | hash : "base64"}}
dGVzdDE=​

Show more less
New Feature

Frontend API access restrictions

Provide the ability to restrict access to the following frontend API's:
- Create module item
- Update module item
- Delete module item
- Update draft module item
- Publish draft module item
- Google analytics report
- Secure zone subscribers analytics

Restriction criteria include:
1) User type restrictions setting
- Logged-in users
- User from one...
New Feature

Google Analytics events output via component and API

Ability to retrieve Google Analytics Events via liquid component and frontend API using reporting GA4 API: Method: properties.runReport
New Feature

Module Item frontend API forms extending

Provide ability to perform "save draft" and "publish draft" module item functionality via frontend forms similar to Create/Update module item forms.
Add getDraft parameter to the {% component type:"module" %}
Provide ability to configure unique autoresponders for each module item form:
- Create module item
- Update module item
- Delete module item
- Update draft module item
- Publish...
New Feature

Secure Zone Subscribers Analytics

Add secure zone subscribers analytics via liquid component and API (shows number of subscribers to the provided secure zones per each Day/Week/Month/Year in the provided date range).
New Feature

Unique, hash and random value liquid filters

Add "Unique", "Hash" and "Random" liquid filters
"Unique" liquid filter should return uniquid guid value
"Random" liquid filter should return random number between min and max value
"Hash" liquid filter should return a hash of the string the filter is applied to.
  • Liquid
New Feature

WYSIWYG: custom widgets

Provide the ability to create/update and delete custom HTML widgets for WYSIWYG and the ability to insert them using WYSIWYG.
Improvement

Added "nonce" attribute support for CSP

Extend "HTTP Header Settings" -> Content Security Policy header functionality to natively support "nonce" param.
Improvement

Category in the module item view improvement

Remove redundant level 4-dashes ("----") in the output if parent category is not root:
- in the {% component type:"categories", parentCategory:"[[parentCategoryId]]" %}
- in the add/edit module item forms of admin UI
Improvement

Extended request.currentmember liquid object

Add a list of payment subscriptions to the request.currentmember liquid object.
It allows to determine if the current member has active recurring subscriptions and what products or secure zones they are assigned to.
Improvement

Site search case insensitivity improvement

Improve site search to use case insensitive search by module item keywords
v6.10 Release date: 15 Nov, 2023

Full Release Notes

BACKLOG

Apply detail layout on item create form

Provide ability to set which detail layout to apply on module item create/edit forms

  • hidden field with `DetailLayoutID` name.

  • Value equals the Detail Layout ID

    • <input type="hidden" name="DetailLayoutID" value="12345">

Logic

  • when submitting the form

    • if such field is provided

      • try to find detail layout using provided id

    • if field is not provided OR detail layout wasn't found

      • apply current logic of selecting a detail layout

Secure to CartID and crm member cookies

Set Secure attribute on the following cookies

  • CardId

  • treepl.member.auth

Site Information (Site Globals) Enhancements/Fixes

https://treepl.co/public-backlog-state/in-process/site-information-enhancements-fixes

A few minor adjustment requests for Site Information module:

dateTime field is still just a Date field. Is it possible to update this to select Time as well (as per dateTime field update throughout the rest of the admin)

When setting an Alias (particularly a ‘Short Alias’) there is a validation that runs to check for conflicting names. However, this seems to look at ALL properties in ALL groups, not just the group you are in, which starts to make it harder to set up short aliases. For example: In a group called ‘Company Info’ with a property of ‘Licence’ you might have Short Alias of {{si.ci.l}} Then in another group called ‘Company Branding’ with a property of ‘Logo’ you might want Short Alias of {{si.cb.l}} . But the validation only checks against the last Liquid reference of l (which conflicts) rather than the whole path (which is unique).

The textarea field type is labeled as Text (Multiple), but I think it should be Text (Multiline).

Liquid:

It would be great to recursively nest site information items. To do so they would need to render liquid, which they currently don’t.

For example if I have a site information company name and I want to nest that in a copyright notice so the client can just embed the copyright notice at the end of their blog posts.

Please make liquid work inside site information fields.

Other:

1. Ability to shuffle items once added.

2. Add a checkbox in the Group level determining whether that group’s properties are added to the Component toolbox or not.

  • Checkbox title:

    • Add to the toolbox

3. HTML Layouts for formatted output.

Analytics Dashboard - Google Data Studio (now Looker Studio) Option

https://treepl.co/public-backlog-state/in-process/analytics-dashboard-google-data-studio-option

Added Looker Studio Embeded

Create Default JS Validation

https://treepl.co/public-backlog-state/in-process/create-default-js-validation

Default validation for mandatory fields

Add the option on the Settings tab "Enable Default JS Validation". If this option is enabled, `data-cms_validation` will be added on the form tag and add a validation js script in the head. If a form element is not valid it will add class "validation-error" on the element and if valid "validation-success" will be added.

File Manager: Show Date + List View in "Slide-In"

https://treepl.co/public-backlog-state/in-process/file-manager-show-date-list-view-in-slide-in

The list view in file manager should include the date of the upload like in BC to make it easier to handle e.g. media files, which are updated on a regular basis.

The slide-in file manager (when selecting media or other files from within module item) should have an option for list view. It makes it hard to select files with similar long file names in thumbnail view.

Custom Reports (further refinement)

https://treepl.co/public-backlog-state/in-process/custom-reports-further-refinement

"Select/Deselect All" option for these areas to expand our custom report filtering results

https://prnt.sc/9UHS5GSlxeyG

File Upload On Mobile Devices

https://treepl.co/public-backlog-state/in-process/file-upload-on-mobile-devices

The ability to upload files to the file manager from mobile devices.

Custom Module: Remove Downloadable Media Checkbox

https://treepl.co/public-backlog-state/in-process/custom-module-remove-downloadable-media-checkbox

When adding a ‘Media’ field type in a Custom Module the “Downloadable file” option is automatically added under the field.

I like to see this removed as it would surely not be used all that often and creates confusion and clutter in the interface.

Instead, could it be added as an option when setting up the Media property? So we can control whether or not it’s displayed:

UX/UI Request: List Template Used Against System Pages + enable/disable system pages

https://treepl.co/public-backlog-state/in-process/ux-ui-request-list-template-used-against-system-pages

Would be nice to see at a glance the template that is applied to system page. I’d image this would be a simple fix too.

System pages can now be disabled via an 'Enable' checkbox. Disabled pages will resolve to the 404 page. If the 404 page is disabled, a blank page will resolve (with a 404 document status)

Google Analytics Global Time Selector

https://treepl.co/public-backlog-state/in-process/google-analytics-global-time-selector

The ability to change all time periods at once in the analytics overview

UX Improvement - “Global Component Builder” and “Global File Manager”

1)

https://treepl.co/public-backlog-state/in-process/ux-improvement-global-component-builder

Anywhere in the admin console I press something like ‘Shift + Control + C’ on Windows (Shift + Command + C on Mac).

A modal appears with the same functionality as the component draw you get it various modules.

I always find myself needing to build a component in my IDE, but I have to go to the admin console, then to something like pages to be able to pull to create a component.

Would be nice if we could just access a builder anywhere in the admin console.

2)

Likewise, also add ‘Shift + Control + F’ on Windows (Shift + Command + F on Mac) to open the File Manager anywhere in the admin.

Fields/columns Added To The E-commerce/Gift Vouchers Module

https://treepl.co/public-backlog-state/in-process/fields-columns-added-to-the-e-commerce-gift-vouchers-module

Please add the following fields/columns to the gift voucher module:

  • Date Purchased/Created Date

  • Purchasers Name

  • Order Number

  • Link to order on list view

Add “Delete All Items” toggle for Admin User Roles

https://treepl.co/public-backlog-state/in-process/add-delete-all-items-toggle-for-admin-user-roles

Case: To stop the ability for Admin Users to be able to accidently delete all module items. Can we get an extra flag added in the Admin User Roles that gets generated for each custom module or anywhere this appears

Have it unchecked by default. Else, everyone will forget to configure it until it’s too late. So, essentially, ‘Delete All’ function is for Partner/Reseller admins only, unless configured otherwise.

Custom Modules Properties: Making Mandatory Items More Visible

https://treepl.co/public-backlog-state/in-process/custom-modules-properties-making-mandatory-items-more-visible

When you check the custom properties of any custom module and want to know which ones are defined as mandatory, you need to click each one into edit mode.

It would be nice if we could see which ones are mandatory right in the properties list.

Module Item Notes: Option To Display Notes More Prominently

https://treepl.co/public-backlog-state/in-process/module-item-notes-option-to-display-notes-more-prominently

Module item notes are great! But they are a bit small and users can miss them. Sometimes I want to add big bold notes that will give users instructions that they can’t miss.

Issues: Currently module field notes are displayed in a small icon that needs to be hovered to see them. Clients may miss this subtle icon.

Solution: Add a check box that will allow notes for a module field to be displayed inline:

Add Release And Expiry Dates/Time To Menu Items

https://treepl.co/public-backlog-state/in-process/add-release-and-expiry-dates-time-to-menu-items

When sites are being updated, it is common to have a release time for updates. This release time may be at an inconvenient time for the developer. Frequently site updates will mean new sections of the site are being added or removed. To add and remove sections of the website it would be great to have the ability for new sections of the menu to be automatically released, and old sections of the menu to expire and be hidden.

I propose adding the ability to enable release and expirty date/times to menu items.

Similar to custom modules, we would have the ability to enable release and expiry under settings for the menu.

Admin UI/UX Adjustments

https://treepl.co/public-backlog-state/in-process/admin-ui-ux-adjustments

1) Add the item preview icon at the top of item edit pages so it’s readily accessible (the current Preview link is often out of reach when you want it).

2) Add a new sticky box with the Components and File Manager buttons on the create/edit module item page and also to places where it’s not currently available, such as; ‘System Pages’, ‘System Emails’ and anywhere an editor region is present like; Form layouts, email/autoresponder/workflow contents.

3) This new sticky box will also include the ‘Properties’ icon along with the ‘File Manager’ and ‘Component Manager’ icons in the editor pages for module Layouts.

Create Folder Within Image/Media Manager

https://treepl.co/public-backlog-state/in-process/create-folder-within-image-media-manager

The ability to add a folder within Media/Image Manager

Custom Module: Custom Properties. Rename "Text (String)" To "Single Line Text" Or "String (Text)".

https://treepl.co/public-backlog-state/in-process/custom-module-custom-properties-rename-text-string-to-single-line-text-or-string-text-

When creating lots of fields it's time consuming to click on the dropdown and scroll to the correct property. It would be nice if you could just push "s" to jump to string. Ideally every type of field would have a name with a unique starting letter so you could use keys to jump to them. Also recommend having string as the default field type when creating a field.

1 hour refresh issue fix

Fix losing updated data on saving operations when the actual token is expired.

1) Presave to session storage flow

  • Once any changes are made on any form in the admin UI

    • save them to session storage

  • on saving operation if the token is expired and reload is performed

    • restore saved to session storage data and perform save operation so data will be saved with the new token

Feature flags changes (v6.10)

Apply the following changes to feature flags:

  • Move to the external section

    • Site load speed improvement

    • Description

      • Improved logic of saving, updating, and deleting module items without a long delay on the page loading.

This feature flag switches the logic of saving module items, pages, etc.

New logic will take less time to load any page after saving if you have many module items.

The opposite part of this logic is the increasing time of any import module item process for sites that have many module items.

It is applicable to the sites with a lot of module items created.
On sites that do not have a lot of module items there is almost no difference between current item saving logic and improved version of it.

Internet connection checker (UI)

Add internet connection monitoring in the admin panel.

If internet connection is lost - show message:

"No Internet Connection"

Liquid Date Formatting Issue fix

Liquid Date Formatting Issue

An issue with the Liquid date formatting filter (`| date`) has been identified. Below is a description of the issue, possible conflicts with existing implementations, and our proposed fix.

ISSUE:

When using the date filter syntax of `%I` for outputting the hour in 12-hour time with a leading zero (eg: `{{ "now" | date: "%I" }}`) the output will be incorrect for the hour of 12 (am or pm), in that it will output `00` instead of `12`.

This is purely a formatting issue for this particular filter syntax and does not affect Liquid date calculations.

CONFLICTS:

We don't anticipate this fix will negatively impact any current implementations of this feature - on the contrary, any date-related Liquid implementations using the 12-hour filter output would currently be breaking under the conditions described in this issue and therefore, the fix will correct those implementations.

In the rare case that you have an implementation relying on the hour of 12, in 12-hour time, with leading zero output, being "00" (which is incorrect), you will need to adjust your code to allow for this correction.

PROPOSED FIX:

As there is a small chance of this change affecting existing implementations and due to the issue's low criticality, we will add the feature flag "Apply fix to liquid date filter".

The fix itself will then be rolled out as a hotfix to all sites during their data center non-business hours.

No downtime is expected for the admin or site front-ends during this hotfix and a notification will be posted once it has been fully completed across all data centers.

FEEDBACK:

If you have any questions, feedback, or concerns regarding this fix, please reach out to support via a support ticket before the proposed fix date is reached.

NOTES:

The similar `| format_date` Liquid filter does not suffer from the described issue and is therefore unaffected by this fix and continues working normally.

Improve workflow sending logic based on plan restrictions

1) Fix the ability to send custom workflows if the site plan is lower than Pro.

When the site plan is Business or Essential (lower then Pro):

  • Logic in table representation

    Plan/Type System WF + defaul email System WF + custom email Costom WF + defaul email Custom WF + custom email
    Essential send replace to default email skip skip
    Business send replace to default email send replace to default email
    Pro send send send send
    eCommerce send send send send
  • OR logic in description representation

    • If the workflow has a custom email assigned

      • Allow sending workflow BUT with system email instead of the assigned custom email

    • Continue validation if the workflow has a system email assigned:

  • When the site plan is Essential:

    • Disallow sending workflow if it has IsDefault = false

    • Allow sending workflow if it has IsDefault = true

  • When the site plan is Business:

    • Allow sending workflow

https://prnt.sc/bh8RQGPoHV_c

2) Improve displaying of the workflows with forbidden emails applied on workflow listing

Show label for workflows with custom email applied

Pattern

  • <WorkflowName> (<label>)

Label

  • forbidden email applied available starting Pro plan

Color

  • red

Example

  • My custom workflow (forbidden email applied available starting Pro plan)

​3) Show inactive email field on workflows on plans lower than pro

  • On edit workflow form

Empty tables UI improvements - Admin

Empty tables logic/UI

Show message "Nothing here yet" instead of empty table if no searching-filtering is applied

Show empty table if any search or filtering is applied to the list view

Case sensitivity FTP improvement

1) Pages and folders case change on migration

Description:

On migration we would collect all url slugs of "Page" and "Folders" module items that has at least one uppercase letter and convert them to lowercase.

Then we will rename the files and folders for the following items accordingly in the "/Content/Pages" folder

2) Liquid incorrect paths change on migration

Places to be operated:

  • Item description

  • Snippet

  • Content Template

  • Email Template

  • Email content

  • Module Layouts

  • Form content

  • Includes (that are included in any of the places above and inside includes as well)

Liquid tags to be fixed (example regexp: https://dotnetfiddle.net/t8939t ):

  • {% include "[[path]]" %}

  • {% component ... layout:"[[path]]" %}

  • {% component source_type: "path", source: "[[path]]", type: "json" ... %}

  • {% component folder: "[[path]]", type: "api" ... %}

Description:

On migration we would scan page content, templates, snippets, module layouts, etc for using liquid include and component with custom layout path tags and replace paths to match case-sensitive actual path (for example if we found {% include "/Content/Pages/testfolder/TestIncludeFile.inc" %} we will fix it to match actual path - /Content/Pages/TestFolder/TestIncludeFile.inc and it will become {% include "/Content/Pages/TestFolder/TestIncludeFile.inc" %})

3) JS, CSS, and image URLs change on migration

Places to be operated:

  • Same as above

HTML tags to be worked with (example regexp: https://dotnetfiddle.net/t8939t ):

  • <script ... src="[[path]]"...>

  • <link... href="[[path]]"...>

  • <img ... src="[[path]]"...>

Description:

Same as in previous but working with html tags insted of liquid

4) Improve the logic of operation files and folders in the "/Content/Pages" folder

Description:

Any files that would be created in the "/Content/Pages" folder should be lowercase from now on.

If they would be created not fully lowercased - they would be ignored.

So if you create a file Test.html in the folder /Content/Pages/ - it WOULD NOT create a page with slug Test.

But if you create a file test.html in the folder /Content/Pages/ - it WOULD create a page with slug test.

Also renaming test.html to Test.html would unlink the Test.html file from the "/test" page. If you save the "/test" page from the admin UI it will create a test.html file and it will be linked with the page (the main rule is that the page slug is fully equal to the file name (case sensitive)).

Any operations with the Test.html would not be reflected in any way on the pages at all.

However, if you rename it back to the test.html - it will be linked back to the page "/test" but without content sync (it means that if you rename test.html to Test.html, change content in Test.html and rename it back to test.html - the content of the page "/test" would not be the same as in the test.html file. The first save of the file or page would determine - what content would be saved to opposite entity in that case - if the save file - page content would be updated. If the save page - the file content would be updated).

5) System and custom email file name fix

Description:

On migration we would change all file names that reflect all system and custom (workflow, followup, abandoned cart) emails so it is the same as the email Name (right now if you have a workflow email with the name "My Custom Email" - it has a file on FTP with the name "my-custom-email.html". This step will rename the file to become "My Custom Email.html").

NOTE:

So if you already have the backup version of the site you are working with then just make a fresh copy right after your site would be updated to the v6.10

More documentation on this change can be found here.

Angular 15 refactoring

  • new datetimepicker

  • migration from moment to luxon

  • Clear styles when pasting

    • Clear all styles when pasting content into wysiwyg. If you try to paste some content from MS Word should be shown a modal to choose to keep or not styles pasted from Word.

Event calendar month by URL accessibility

Add month-year accessibility via URL to the event calendar

URL parameters names:

  • CMSEventCalendarMonth

  • CMSEventCalendarYear

If page requested via URL like

  • /page?CMSEventCalendarYear=2021&CMSEventCalendarMonth=09

Calendar should open the appropriate year and month view

File Manager - move file

Ability to move files in file manager via context menu and drag and drop.

DESIGN:

https://invis.io/XH107NKQ9UZF

File Manager - move folder

Ability to move folders in file manager via context menu and drag and drop.

DESIGN:

https://invis.io/XH107NKQ9UZF

Pagination refactoring

Rework all paginations on all admin UI layouts to work through server side.

This would allow optimizing a list load speed on all layouts that previously used client-side pagination.


Also this update would standardize pagination UI on all layouts

Added pagination to the following list layouts:

  • templates

  • mailing lists

  • email campaigns

  • admin users

System emails

a-z sorting by name

All system emails now sorted alphabetically
Plus a "Template" column was added to the system emails table list.

"New Item" button name standardization

"New Item" button text was changed from ADD to CREATE throughout the admin.

Case insensitive search in admin UI

Search in admin UI now works in case insensitive manner

Email data widget improvement

Now Email data widget would show only data that corresponds to current type of email (workflow email, follow-up email or abandoned cart notification email)

BUGFIX

Custom module - filter by Author

SLACK:
https://treepl.slack.com/archives/C023SU50YQP/p1673542315877379

Go to Components -> Choose custom module with Author -> Filter by Author -> ONLY In code should be display ID, not name https://prnt.sc/fShwUL0TmW8a

Should be
{% component source: "create item from front ", layout: "List", filterBy: "Author", filterValue: "8406", type: "module" %}

Secured Content - twice click on one page

Go to some Secure Zone -> Secure Content -> click on several page and use ctr/command and click twice on one page -> after that move pages from left window in right window - not all pages moved https://drive.google.com/file/d/17O5OyXaUY9yQTp-k1BBBi-mQ293lYaoa/view?usp=sharing

https://treepl.slack.com/archives/C023SU50YQP/p1656082426131989

Categories - Missing parent Category names

BUG: Missing parent Category names https://the-second-site-owner.trialsite.co/admin/module/1827/item/2053/settings?view=list-view&pageIndex=0&moduleId=1827&parentId=1827

JSON output is different to Liquid output: https://prnt.sc/qiM8nHB-GvGo

SLACK:
https://treepl.slack.com/archives/C023SU50YQP/p1676598883293619

custom module - delete item with custom redirect

SLACK:
https://treepl.slack.com/archives/C023SU50YQP/p1673548831805979

  • Go to Custom module which you can create item from front
  • Add in List layout possibility to delete item from front
  • In ?redirect put custom page like in screenshoot https://prnt.sc/iDKkb8JWesld
  • Go to front and try to delete item -> custom redirect doesn't work

Custom module - broken list

Products - InStock value doesn't show in frontend after import

  • create a new product by import (file attached) with "Enable Inventory Control" - true, and In Stock - 1000 https://prnt.sc/mlPYOEGCiEuK
  • add <pre>{{this}}</pre> in product detail layout
  • go to frontend this product
  • value "InStock" : 0 , but must be equal to the value in the import file = 1000
  • after this go to product detail in admin and click save https://prnt.sc/fBjMhWORc89h and go to the frontend value "InStock" = 1000 https://prnt.sc/Afg55sGjcQZv

Custom module - import with invalid parent URL

Custom reports - results don't show the CMR group values

System email - Restore Admin User Password

When resetting the user admin password, the {{this.User}} model from which the “FIrst Name” is taken in the letter is not available https://prnt.sc/L0ELMfsrWu21 https://prnt.sc/iLDD43t9vqu7

Using Cases component you can not filter "equally" by form name

  • If in component use "equally" condition - should display only the same name
  • {% component viewType: "list", currentMemberOnly: "false", filterBy: "FormName", filterValue: "Registration", filterCondition: "contains", limit:"100", type: "cases" %}

    ----

    {% component viewType: "list", currentMemberOnly: "false", filterBy: "FormName", filterValue: "Registration", filterCondition: "equally", limit:"100", type: "cases" %}
  • On page display not correct tag with "equally" https://prnt.sc/iSQPxriPa3Qk

Orders - discount prices

Show more less
Improvement

Internal infrastructure overhaul

Internal infrastructure overhaul which presumes servers, storage, FTP upgrade and source code transition from .NET 5 to .NET 6.
Overall CMS performance and secuirty enhancements are expected with this release.
New Feature

Analytics Dashboard - Google Data Studio Option

DESCRIPTION:
Ability to replace the current analytics dashboard with a client’s own Google Data Studio embed. Allowing vastly customisable analytics and other reporting views directly in the Treepl website admin.

What is Google Data Studio:
Transform your raw data into the metrics and dimensions needed to create easy-to-follow reports and dashboards. You can create meaningful, shareable charts and graphs with...

  • Admin Panel
  • Analytics
New Feature

Create Default JS Validation

Default validation for mandatory fields

  • Forms
  • General
New Feature

Google Analytics Global Time Selector

The ability to change all time periods at once in the analytics overview
  • Analytics
  • Treepl Portal
New Feature

UX Improvement - “Global Component Builder”

Anywhere in the admin console I press something like Shift + alt + c .

A modal appears with the same functionality as the component draw you get it various modules.

Why???

I always find myself needing to build a component in my IDE, but I have to go to the admin console, then to something like...
  • Admin Panel
  • UI/UX
Improvement

Add “Delete All Items” toggle for Admin User Roles

Case: To stop the ability for Admin Users to be able to accidently delete all module items. Can we get an extra flag added in the Admin User Roles that gets generated for each custom module or anywhere this appears

Have it unchecked by default. Else, everyone will forget to configure it until it’s too late. So, essentially, ‘Delete...
  • Admin Panel
  • UI/UX
Improvement

Add Release And Expiry Dates/Time To Menu Items

When sites are being updated, it is common to have a release time for updates. This release time may be at an inconvenient time for the developer. Frequently site updates will mean new sections of the site are being added or removed. To add and remove sections of the website it would be great to have the ability for new...
  • Admin Panel
  • Menus
Improvement

Admin UI/UX Adjustments

For most modules when adding an item there is a “Save” or “Save and New” button. I would like the “Save and New” button to be there even when editing an item not just when creating a new item.

In regards to the “Save” or “Save and New” buttons I’ve been wondering if it might also be...

  • UI/UX
Improvement

Create Folder Within Image/Media Manager

The ability to add a folder within Media/Image Manager

create-folder.png
  • File Manager
Improvement

Custom Module: Custom Properties. Rename "Text (String)" To "Single Line Text" Or "String (Text)".

When creating lots of fields it's time consuming to click on the dropdown and scroll to the correct property. It would be nice if you could just push "s" to jump to string. Ideally every type of field would have a name with a unique starting letter so you could use keys to jump to them. Also recommend having string...
  • Custom Modules
Improvement

Custom Module: Remove Downloadable Media Checkbox

When adding a ‘Media’ field type in a Custom Module the “Downloadable file” option is automatically added under the field.
downloadable-checkbox1.png
I like to see this removed as it would surely not be used all that often and creates confusion and clutter in the interface.
Instead, could it be added as an option when...

  • Custom Modules
Improvement

Custom Modules Properties: Making Mandatory Items More Visible

When you check the custom properties of any custom module and want to know which ones are defined as mandatory, you need to click each one into edit mode:

CM-mandatory_items.png

It would be nice if we could see which ones are mandatory right in the properties list.

  • Custom Modules
Improvement

Custom Reports (further refinement)

Select/Deselect All option for these areas to expand our custom report filtering results

custom-reports-refinement.png custom-reports-refinement.png custom-reports-refinement.png

  • UI/UX
Improvement

Fields/columns Added To The E-commerce/Gift Vouchers Module

Please add the following fields/columns to the gift voucher module:

  • Date Purchased
  • Purchasers Name
  • Order Number
  • Link to order on list view


  • Ecommerce
Improvement

File Manager: Show Date + List View in "Slide-In"

The list view in file manager should include the date of the upload like in BC to make it easier to handle e.g. media files, which are updated on a regular basis.



The slide-in file manager (when selecting media or other files from within module item) should have an option for list view. It makes...
  • File Manager
Improvement

File Manager to better display images with transparent backgrounds

DESCRIPTION:
Enhancement for the File Manager (and Media fields) to better cater for, and display, transparency in image files (such as PNGs and SVGs) so that the thumbnails of transparent images with white areas don’t become invisible.

DETAIL:
I’ve often come across the issue of not being able to properly see some images files in the File Manager when they...

  • File Manager
Improvement

File Upload On Mobile Devices

The ability to upload files to the file manager from mobile devices.

  • Admin Panel
  • File Manager
  • UI/UX
Improvement

Module Item Notes: Option To Display Notes More Prominently

Module item notes are great! But they are a bit small and users can miss them. Sometimes I want to add big bold notes that will give users instructions that they can’t miss.

Issues: Currently module field notes are displayed in a small icon that needs to be hovered to see them. Clients may miss this subtle icon.

...
  • Admin Panel
  • Custom Modules
Improvement

Site Information Enhancements/Fixes

A few minor adjustment requests for Site Information module:

dateTime field is still just a Date field. Is it possible to update this to select Time as well (as per dateTime field update throughout the rest of the admin)

When setting an Alias (particularly a ‘Short Alias’) there is a validation that runs to check for conflicting names....
  • Admin Panel
Improvement

UX/UI Request: List Template Used Against System Pages

Would be nice to see at a glance the template that is applied to system page. I’d image this would be a simple fix too.

system-pages-template.png

  • Pages and Templates
  • UI/UX
v 6.9.1 Release date: 21 Jun, 2023

Full Release Notes

BACKLOG

Google Analytics GA4 integration
Show more less
Improvement

Google Analytics GA4 integration

New Google Analytics (GA4) integration is now available on Treepl. Now you have the ability to switch between UA and GA4 by selecting which analytics should be applied on the Setup Analytics page (https://prnt.sc/n1_vt1LC7yuR).
v 6.9 Release date: 16 Nov, 2022

Full Release Notes

BACKLOG

Zapier: contact fields extending with secure zone data
Extend Zapier functionality:
  • add contact secure zones output to the contact object (as a list with their expiration dates, zone ids, and zone names).
    • contact object that returns after 
      • Add contact trigger
      • Edit contact trigger
      • Add contact action
      • Edit contact action
      • Search contact action
Show/Hide Inactive/Disabled Items
Add additional filter on module items list view in admin UI (near enabled/disabled filter https://www.screencast.com/t/FCtVkiLom)
  • Label
    • Expired State
  • Type
    • dropdown
  • options
    • All
      • default
    • Active
    • Inactive
Don't show Expired State drop if:
  • Enable Release Date and Enable Expiration Date (Module -> Default properties settings https://prnt.sc/m71sDpZF3D00) are false for the parent and child module
  • Enable Release Date and Enable Expiration Date (Module -> Default properties settings https://prnt.sc/m71sDpZF3D00) are false for the current module
Don't filter by item's Release Date on filtering inactive items if Enable Release Date (Module -> Default properties settings https://prnt.sc/m71sDpZF3D00) are false Don't filter by item's Expiration Date on filtering inactive items if Enable Expiration Date (Module -> Default properties settings https://prnt.sc/m71sDpZF3D00) are false
Logic:
  • Determines whether the list should contain inactive items or not
    • inactive items are items whose release date is greater than the current date or whose expiry date is less than the current date
Portal automations improvements: Site reactivation on payment and recurring period switching

1) Site reactivation and Billing Cycle change (Portal)

When site is reaching its subscription expiry date AND payment is not recived yet: If payment is recieved
  • show status Activated
Display columns on live site table as shown in design:
When clicking payment button
  • Show popup with ability to change Billing Cycle or reactivate current subscription
  • Reactivation will be applied if selected Billing Cycle is the same as the site already has.
    If another Billing Cycle is selected - create new subscription with the new Billing Cycle
    • in both cases - after payment is received
      • cancel previous subscription
On reactivation
  • If reactivation applied in Grace period
    • Set recurring date to the same day of the next month or year when the previous subsctiption should be paid if there would be no issues with it.
      And in the payment date just charge the amount for the selected cycle. Example:
      • if payment $20 per month is created 01-01-2022 than grace period starts after 01-02-2022. And if reactivation is made on 05-02-2022 than payer will be charged for $20 right away and than next recurring day will be assigned as 01-03-2022 (same day as previous subscription had)
  • If Billing Cycle is changed during the active subscription period. Example:
      • charge amount for the selected cycle right away (lets say we are changing billing cycle from anually $200 to monthy $20 - then charging $20)/
        And set recurring date for +1 selected billing cycle after the expiration date of the previous subscription (for this example +1 month to the expiration date).

When trying to change site plan in Grace period - show error
    • Site plan changing is not allowed during the grace period
Payment button should show different labels based on the site status (Grace period or active period)
  • In Grace period
    • Reactivate
  • In default active period
    • Change Billing Cycle

2) Site reactivation and Billing Cycle change (CMS)

If Direct Billing extension is enabled for the site:
    • Add the ability to see Billing (/admin/billing) button on the site admin UI and add the ability to pay for the site subscription in Grace period

3) Reminder emails

Use default email template.
1) After 1 day (24 hours) after Expiry date (in Grace period)
  • Send Email notification to the reseller
    • Subject:
      • <sitename> (<siteURL>) will be deactivated due to non-payment
    • Body
      • Your site <sitename> will be deactivated due to non-payment on <dateOfDeactivation>. Please log in to your PayPal account and make sure your billing is up-to-date. If you have any questions, please contact us at support@treepl.co.
    • Format of date
      • 11 Sep, 2022 (GMT +10:00)
      • time zone
        • site
2) After 9 days (24*9 hours) after Expiry date (in Grace period)
  • Send Email notification to the reseller
    • Subject
      • <sitename (<siteURL>)> will be deactivated due to non-payment
    • Body
      • Your site <sitename> will be deactivated due to non-payment on <dateOfDeactivation>. Please log in to your Treepl Portal to set up a new PayPal subscription to address the issue. If you have any questions, please contact us at support@treepl.co.
    • Format of date
      • 11 Sep, 2022(GMT +10:00)
      • time zone
        • site
Portal automations improvements: Invoicing fix

Invoice email fix

On invoice sending for the recurring plan payment
  • send invoice based on the plan from webhook instead of the very first created plan
This is to avoid the wrong plan name being displaying in the invoice email after changing site plan.

Orders list retrieving optimization Optimize the algorithm of Order list retrieving in the admin UI
  • Reduce the load time
Error notification on payment gateway webhooks setup On saving payment credentials
  • if there are any errors regarding adding webhooks for this site
    • show an error from the API response (like this https://prnt.sc/CgPfZCnET0iD)
    • Error pattern
      • An error occurred during the payment gateway webhook setup: <detailsFormGatewayError>
reCaptcha v2 to v3 start transition - Step#1 Since reCaptcha v2 couldn't save from bot attacks well enough - we are highly recommended to replace all reCaptcha v2 implementations on your sites with v3. Also, we are starting reCaptcha v2 deprecating process. The first step will be to remove the ability to add reCaptcha v2 to all new forms.

Remove from the form builder the ability to choose reCaptcha v2 for the form
HTTP Headers Settings (plans restrictions change) Change plan restriction for feature HTTP Headers Settings
  • Change minimum site plan requirement
    • From Pro to Essential

BUG FIXES

Form with two paid secure zones

On one form use two paid secure zones -> One zone daily $10, Second zone $5 -> assigned those two secure zones on one form and buy - display error https://prnt.sc/3B58_ool2W2g

Site Global - do sorting of properties like in v6.7

Go to Site Global and return sorting like in v6.7 https://prnt.sc/rOzuxOlxmrYA

https://treepl.slack.com/archives/C023SU50YQP/p1667500781050629

Products - inventory control

1. Go to products

2. Create a new product with inventory control "In Stock" = 1 https://prnt.sc/ye6QLngYGrQi

3. Go to frontend and buy this product

4. Go to the product INVENTORY tab

the "In Stock" field again = 1

Form submission export with new fields

1. Create a form with some custom fields https://prnt.sc/KcEDf6y4KXT0 ->

after filling this form from the front

2. After going admin-> forms -> add new custom field in the form and save

3. Go to form submission -> try to do export from this form -> display error in console https://prnt.sc/80hq6WiGSZpT

https://treepl.slack.com/archives/C023SU50YQP/p1667285126096139

Inactive item - shouldn't display in sitemap and site search

1. The inactive item shouldn't display in the sitemap and site search

https://treepl.slack.com/archives/C023SU50YQP/p1667908702650059

Rename Site information to Site Globals -  liquidcontext

Rename Site information to Site Globals -  liquidcontext

https://treepl.slack.com/archives/C023SU50YQP/p1667950955117169

Custom module - delete URL in module

Go to settings of custom module -> delete URL and save https://prnt.sc/40C-StA2OBaU

Go to list of custom module -> return again to setting in Custom module and click Save -> display internal error

https://treepl.slack.com/archives/C023SU50YQP/p1667397356707039

Admin User - can't see details of order in Product tab

1. Go to admin like admin user

2. Switch off in Admin User Roles “Can Edit Products”  checkbox  https://prnt.sc/i6gWS5DgWW-3

3. Admin user can't see info about shipping option, tax, discount and gift voucher BUT all info should return https://prnt.sc/oH7R1dyMwbKA

https://treepl.slack.com/archives/C023SU50YQP/p1666236903237889

"Delete Selected" button in Contacts - Form Submission and Event Bookings tabs

1. Go to Contact and open the Form Submission tab -> If the user has more than 20 submissions and display pagination when selecting all on the second page and click Delete Selected -> deleted all items https://prnt.sc/6xxfcduYtQtM

Contacts - uppercase letters

1. Go to contacts

2. Pay attention to the member with uppercase letters in the "email" field

3. After submitting any form from a member with uppercase letters a duplicate of that user with a letter with lowercase letters is created in the email field

Fix - migration where the original and duplicate contacts were merged into one with all cases, bookings, orders, and secure zones

Show more less
Improvement

Misc Improvements (v6.9)

- Improvements based on support tickets. More details will be provided in the release notes.
  • Admin Panel
  • General
  • UI/UX
v 6.8 Release date: 03 Oct, 2022

Full Release Notes

BACKLOG

E-commerce Quoting Option

Original Description:

E-commerce quoting option so that when an order goes through the admin it can be edited or completed before the quote is transformed into an order and the invoice is issued for payment in full or for a deposit payment. A workflow can then also be generated for the order to go to the client/accountant/franchisee.

DESIGN

https://invis.io/YAX7PB2EC3Q 

1) Create Order functionality

Provide ability to create new order from the admin

Default status is ‘New’

Invoice Number should not be generated during this action

  • Form fields
    • Order Name
    • Domain (Dropdown - list of available site domains)
    • Status (Dropdown - list of available statuses)
    • Assigned To (Required - CRM lookup field)
    • Invoice Number
    • Invoice Date (preset to current date)
    • AWB Number
    • Tracking Url
    • Shipping address
    • City
    • State
    • Zipcode
    • Country
    • Advanced CRM groups assigned to the order
    • Add Custom Fields (available after saving the order)

2) Change products in the order

Provide ability to edit order products from the admin

BC reference:
https://prnt.sc/s2oblz 

Design:

https://projects.invisionapp.com/share/YAX7PB2EC3Q#/screens/415110743

Implement following functionality:

  • Add/Edit product
  • Disallow adding products if they are recurring products
    • Show error message “Recurring product is not allowed to be added”
  • Disallow editing products data if an order is a recurring order
    • Show error message “Orders with recurring products are not allowed to be edited”
  • Change inventory accordingly if there is are quantity changes to any ecommerce product order lines
  • Provide the ability to edit the product name
  • Provide the ability to change prices https://prnt.sc/x5cffi
    • implement linked recalculation between
      • Unit Price, Units, and Total Price
        (the Unit Price and Total Price should be calculated according to the applied tax)
    • once Unit Price or Total Price change is applied
      • do not apply volume discounts to this orderline any more
      • tax settings still should be applied to this product after quantity change
  • Provide the ability to delete the product from the order

If saving order with changed products, gift vouchers, discount codes, or shipping options and the order has an active recurring subscription:

  • show error
    • This order data is not allowed to be changed for orders with recurring subscriptions

3) Change overall order data

Provide ability to change the following data for an Order:

  • tax
  • giftvouchers
  • discount codes
  • shipping options
  • Disallow editing this data if:
    • an order contains an active recurring subscription

Provide ability to Generate Invoice Number via admin UI ( https://projects.invisionapp.com/share/A8W5SNPF5QX#/screens)

  • if generate invoice number action performed to the order that already has a system or custom invoice number
    • show an error message “This order already has an invoice number”
  • Show ‘Generate Invoice Number’ button only on orders that don't have a system generated or manually added invoice number.

4) New Payment type of “Refund”

Provide ability to add “Refund” as a payment type

  • Refund type can be added:
    • manually from the admin (in Order payments tab)
    • via webhooks:
      • Stripe: refund, cancel(only automatic flow)
      • Paypal: refund
      • Authorize: refund, void(cancel)
      • Bambora: -
      • Eway: -
  • Allowed to be deleted (if manual added only)
  • Value should be shown as a negative value (currency format should be taken according to the current format setting on the current domain)

5) Form changes

Create a new form type of “Quote” (for requesting a quote in the ecommerce quoting process)

  • Logic is the same as for the Checkout but
    • generates order without an invoice number.
  • On Edit form action (tab ‘Form Builder’ or tab ‘Settings’)
    • do not show recurring secure zones on the Settings tab if the selected form type is Quote
    • if the selected type is Quote and there are paid secure zones attached to the form
      • Show error message “Quote form can't be saved with the attached recurring secure zones”
  • On Edit form action (tab ‘Form Builder’)
    • if Form Type is Quote
      • If the "Accept Payment" field is selected on the form builder - show an error: “Quote form can't be saved with the "Accept Payment" field”
      • Do not show the following field buttons in the system fields list https://prnt.sc/GtfaxcIGuoPO
        • Accept Payment
        • Discount Code
        • Gift Voucher
        • Accept Event Booking
    • if Form Type is Checkout
      • Do not show the following field buttons in the system fields list https://prnt.sc/GtfaxcIGuoPO
        • Discount Code
        • Gift Voucher
        • Accept Event Booking
  • On Form submit:
    • if Form Type is Quote AND "Accept Payment" field is selected on the form builder - show an error: “Quote form can't be submitted with the ‘Accept Payment’ field”
    • if Form Type is Quote AND there is no shipping option selected on the shopping cart DO NOT stop processing the form.
    • if Form Type is Quote AND there is at least one recurring product in the shopping cart - show an error: “Quote form can't be submitted with recurring products in the shopping cart”
    • if Form Type is ‘Quote’ OR Form Type is ‘Checkout’ and there is a product in the shopping cart that was deleted - show an error: “Your shopping cart contains deleted products. Please review and remove all deleted products from the shopping cart and proceed once again”
  • On loading ‘Checkout’ or ‘Quote’ page from the shopping cart:
    • if there is a product in the shopping cart that was deleted - show an error: “Your shopping cart contains deleted products. Please review and remove all deleted products from the shopping cart and proceed once again”

6) Shopping cart changes

Add request quote button to shopping cart liquid object:

{% component type:"shopping_cart" %}

  • QuoteButtonHtml:
    <button class="system_button" data-cms_cart_quote="">Get a quote</button>
  • clicking on the button should lead to /quote
  • apply Before After and trigger js events
    • CMS_BeforeGoToQuote
    • CMS_AfterGoToQuote
    • CMS_TriggerGoToQuote
  • clicking Quote button validation should not require a shipping option to be selected

7) Request a quote system pages

Create system pages for Quotes

  • Get A Quote (/quote)
    • redirect here if clicked on the request quote button on the checkout
    • see content in page ‘Settings’ > ‘System Pages’ > ‘quote’
  • Quote Receipt (/quote-receipt)
    • user will be redirected here after quote form submission (default page)
    • see content in page ‘Settings’ > ‘System Pages’ > ‘quote-receipt’

8) System emails

Create System email for Quotes

  • For Quote Orders, send in place of Invoice email
    • sent on quote order create
    • ability to send quote if clicked ‘send quote’ button in the Order detail page (instead of ‘send invoice’)
  • Default From Email
    • admin@trustedemail.co
  • Default Subject
    • Quote
  • Default From Name
    • Admin
  • Content
    • see content in file ‘Email Notifications’ > ‘System Emails > ‘Quote’

9) Secure zone logic

On Quote form submit with Secure Zones assigned:

  • If there are paid secure zones assigned - show error message “Recurring secure zone subscription is not allowed for the ‘Quote’ form type”
  • else; immediately subscribe user to all free secure zones assigned to the form.

10) Precreate Request Quote form on all sites with default styles

Replicate default HTML/styles from the Checkout form, but remove payment fields and Total Amount field.

Create the form on all sites with the alias of ‘quote’

Fields on formbuilder:

  • firstname
  • lastname
  • email
  • phone
  • Shipping Address
  • reCAPTCHA v3

11) Plan restrictions

Disallow submission of forms with type ‘Quote’ on plans lower than eCommerce.

Show error message “Quote forms are not available on current site plan”

12) Admin User Role Restrictions

Add following admin user role restrictions

  • Orders
    • Can Add
    • Can Edit Details
    • Can Edit Payments
    • Can Edit Products

For all roles that have Orders -> Can View=true set Orders -> Can Edit Details=true (for backward compatibility)

For all roles that have Orders -> Can View=true set Orders -> Can Edit Payments=true (for backward compatibility)

Logic

  • Orders -> Can Add=false
  • Orders -> Edit Details=false
    • Removes Edit button from UI ( https://prnt.sc/qJv5vry38oQU)
    • Blocks update order details form url /admin/orders/123456/details
    • Blocks update order details request
    • Blocks generate invoice request
    • Removes Generate Invoice button from UI
  • Orders -> Edit Payments=false
  • Orders -> Edit Products=false
    • Blocks all update request for
      • orderlines
      • taxes
      • giftvouchers
      • shipping options
      • discounts

eWay payment field expiration workaround

1) Extend eWAY payment gateway settings

Adds new option for how the payment integration displays in payment forms.

When configuring eWay as a payment option under ‘Settings’ > ‘Payments’ new option for:

  • Checkout Integration Type (dropdown)
    • Inline (default - current implementation)
    • Modal (new implementation)

2) Logic for Modal

Do not show payment fields on the form.

Instead, once form is submitted show popup modal with payment fields.

3) Improve payment fields validation

After form submit:

  • if payment fields error occurred
    • reload payment fields iframe

This should avoid issue when credit card data determined as expired after second form submit even after payment data was fixed

Event payment to include tax and volume discounts

Event payments now honor tax settings and volume discount brackets assigned to Event prices.

Liquid output improvement of the event item:

Add following properties to liquid output of the event item:

"priceWithTax": 11.00,
"RecommendedPrice": 5.0000,
"RecommendedPriceWithTax": 5.50,
"taxRate": 0.1000,
"VolumeDiscount":
[
{
"Price": 10.0000,
"Quantity": 0
},
{
"Price": 8.0000,
"Quantity": 5
},
{
"Price": 5.0000,
"Quantity": 10
}
]

JS for volume discount:

When changing allocation field:

  • recalculate total amount based on volume discount settings of the price

On page load:

  • recalculate total price via API call based on
    • price in data-event_one_item_price
    • quantity in Payment_ItemQuantity
    • quantity discount
  • and paste totalAmount to the value of
    • field by selector [name="Payment_Amount"]
    • field by selector #PaymentTotalCost

Headers settings custom setup

1) Add header settings page

Add new menu item and page under ‘Settings’ > ‘HTTP Header Settings’

DESIGN

https://invis.io/M4107BHKYUDC

Content

  • list of allowed headers
  • Ability to enable/disable header
  • Ability to setup header's specific settings
    • ability to enable header
    • ability to setup header value (described below)


>> Strict-Transport-Security



>> X-Content-Type-Options



>> X-Frame-Options



>> Access-Control-Allow-Origin



>> Content-Security-Policy

  • Documentation
  • Options (text)
    • child-src
    • connect-src
    • default-src
    • font-src
    • frame-src
    • img-src
    • manifest-src
    • media-src
    • object-src
    • prefetch-src
    • script-src
    • script-src-elem
    • script-src-attr
    • style-src
    • style-src-elem
    • style-src-attr
    • worker-src
    • base-uri
    • sandbox
    • form-action
    • frame-ancestors
    • navigate-to
    • report-uri
    • report-to
    • require-sri-for
    • require-trusted-types-for
    • trusted-types
    • upgrade-insecure-requests


>> Referrer-Policy



>> Permissions-Policy

  • Documentation
  • Options (text - disallow to input following characters: ,() [replace to empty string])
    • accelerometer
    • ambient-light-sensor
    • autoplay
    • battery
    • camera
    • display-capture
    • document-domain
    • encrypted-media
    • execution-while-not-rendered
    • execution-while-out-of-viewport
    • fullscreen
    • gamepad
    • geolocation
    • gyroscope
    • layout-animations
    • legacy-image-formats
    • magnetometer
    • microphone
    • midi
    • navigation-override
    • oversized-images
    • payment
    • picture-in-picture
    • publickey-credentials-get
    • speaker-selection
    • sync-xhr
    • unoptimized-images
    • unsized-media
    • usb
    • screen-wake-lock
    • web-share
    • xr-spatial-tracking
  • Example of usage:
    • fullscreen
      • self "https://example.com" "https://another.example.com"
    • geolocation
      • *
    • camera
      • 'none'
  • Resulting Header from example:
    • Permissions-Policy: fullscreen=(self "https://example.com" "https://another.example.com"), geolocation=*, camera=()


>> (For page requests) Cache-Control

  • Content is same as below


>> (For files requests) Cache-Control



>> (For page requests) Age

  • Content is same as below


>> (For files requests) Age



>> (For page requests) Expires

  • Content is same as below


>> (For files requests) Expires

2) Logic

For ANY URL request (to any page or file) that is NOT related to the admin files and requests

  • add selected and configured headers to the response
    • if header is enabled AND there is at least one not empty option inside
      • add header with the selected options
        • checkbox options
          • if true - add option to the header. Else - ignore this option
        • text options
          • if NOT empty string - add option with the value to the header. Else - ignore this option
        • dropdown options
          • if NOT empty option selected - add option with the  selected value to the header. Else - ignore this option

3) Admin user role restrictions

Add following admin user role restrictions

  • HTTP Header Settings
    • Can View
    • Can Manage

4) Site plan restrictions

Show ‘Settings’ > ‘HTTP Header Settings’ page starting from plan

  • Pro

----------

Headers Validator Site: https://securityheaders.com/

Checklist values with commas improvement

1) Request params improvement

Add new property to ‘request.request_url’ liquid object

  • request.request_url.originalParams

Value is an object of all URL params however arrays should be represented as arrays instead of as CSV string

Example:

  • /lab?myArrayProp=option%201&myArrayProp=opti,on%202&myTextprop=textValue

<pre>{{request.request_url.params}}</pre>

Outputs:

{ 
"myarrayprop": "option 1,opti,on 2",
"mytextprop": "textValue"
}

<pre>{{request.request_url.originalParams}}</pre>

Outputs:

{ 
"myarrayprop": ["option 1", "opti,on 2"],
"mytextprop": "textValue"
}

2) Advanced CRM group field liquid object improvement

Add ‘ArrayValue’ property. If a field is checklist or dropdown (multiple) - paste selected options as an array to this property.

For all other fields paste value as first element of the array

Example:

{% component groupAlias: "MyAdvancedCRMGroup", entityType: "contact", entityId: "12345", collectionVariable: "groupFieldsList", layout: "", type: "CRMContactCustomGroup" %}

{{groupFieldsList}}

Output:

{ 
"Name" : "My Checklist",
"Alias" : "MyChecklist",
"Value" : "check 1,che,ck 3,check 4",
"ArrayValue" : ["check 1", "che,ck 3", "check 4"]
},
{
"Name" : "My Text",
"Alias" : "MyText",
"Value" : "my, some text",
"ArrayValue" : ["my, some text"]
},
{
"Name" : "My Number",
"Alias" : "MyMuber",
"Value" : 123,
"ArrayValue" : ["123"]
}

3) Save entity improvement

For the following property types:

  • checklist
  • dropdown multiple

View selected options of the property of type checklist or dropdown multiple as CSV string on list and detail layouts in Admin UI

  • If options are like
    • option 5
    • option 6
    • option 7,7
  • CSV string should be like
    • option 5 5,option 6,option 7,7

Provide the ability to save selected options if they contain "," character

  • via Admin UI
    • Create module item
    • Edit module item
    • Create CRM Contanct (advanced CRM fields)
    • Edit  CRM Contanct (advanced CRM fields)
    • Create CRM Form Submission  (advanced CRM fields)
    • Edit  CRM Form Submission (advanced CRM fields)
    • Create CRM Event Booking (advanced CRM fields)
    • Edit  CRM Event Booking (advanced CRM fields)
    • Create CRM Order (advanced CRM fields)
    • Edit  CRM Order (advanced CRM fields)
  • via save/edit entity frontent form
    • Form submission
    • Edit account form
    • Create module item form
    • Edit module item form

Entities that requires this improvement (admin UI)

  • module item
  • case
    • custom form fields
    • advanced crm fields
  • order
    • advanced crm fields
  • event booking
    • advanced crm fields

Add also following updates to module item update and search forms (site frontend forms)

  • Module item update form
    • For Checklist property type

      var propertyValues="{{this.ListcheckboxList | join:","}}".split(',');

      change to

      var propertyValues="{{this.ListcheckboxList | join:"|||;/;|||"}}".split('|||;/;|||');
    • For Dropdown (multiple) property type

      var values='{{this.ListListbox_list}}'.split(',');

      change to

      var values='{{this.ListListbox_list | join:"|||;/;|||"}}'.split('|||;/;|||');
  • Module item search form
    • For Checklist property type

      var propertyValues="{{request.request_url.params.prop_ListcheckboxList}}".split(',');

      change to

      var propertyValues="{{request.request_url.originalParams.prop_ListcheckboxList | join:"|||;/;|||"}}".split('|||;/;|||');
    • For Dropdown (multiple) property type

      var values='{{request.request_url.params.prop_ListListbox_list}}'.split(',');

      change to

      var values='{{request.request_url.originalParams.prop_ListListbox_list | join:"|||;/;|||"}}'.split('|||;/;|||');

4) Custom report improvement

According to the Save entity improvement improve custom report results searching by filters that contain value with "," character

  • filtering by custom form field on the following report types
    • Contacts and Cases
    • Contacts and Orders
    • Contacts and Event Bookings
  • filtering by advanced crm field on the following report types
    • Contacts
    • Contacts and Cases
    • Contacts and Orders
    • Contacts and Event Bookings
    • Contacts and Secure Zones

5) Import/Export improvement

Add following logic to import/export process for the following entities:

  • Module item
  • Contact
  • Case
  • Booking
  • Order

Logic:
For any property with type Checklist or Dropdown (multiple)

  • On Export
    • When generating CSV string of selected options replace "," substring with "%2С"
  • On Import
    • After retrieving list of selected options from CSV string for each option replace "%2С" substring with ","

Example:

  • Export
    • options
      • option 5
      • option 6
      • option 7,7
  • CSV string for the property (to the excel cell)
    • option 5,option 6,option 7%2С7
  • Import
    • CSV string for the property (from excel cell)
      • option 5,option 6,option 7%2С7
    • result list of options to be applied
      • option 5
      • option 6
      • option 7,7

6) Improve filters on custom reports

`In` and `NotIn` filters:
Add a new setting to the filter called:

  • Values Filter Condition (dropdown)
    • OR (default)
    • AND

Logic:

  • If OR selected (current logic will be applied) - will find all items that have at least one value from the filter values list
  • If AND selected - will find all items that have all values from the filter values list

Design: https://prnt.sc/KsffJVqXl2pm

Example:

Add an advanced CRM group with the field “theChecklist” to the contact of type Checkbox:

  • options
    • 1
    • 2
    • 3
    • 4

Select the following values for the contacts:

  • Contact1
    • theChecklist
      • 1
      • 3
  • Contact2
    • theChecklist
      • 1
      • 3
      • 4
  • Contact3
    • theChecklist
      • 2
      • 3

Setup Custom report for contacts and:

  • Add filter (using OR):
    • theChecklist
      • 1
      • 4
    • Values Filter Condition
      • OR
    • Results should be
      • Contact1
      • Contact2
  • Add filter (using AND):
    • theChecklist
      • 1
      • 4
    • Values Filter Condition
      • AND
    • Results should be
      • Contact2

"Remember Me" for CRM login form

Provide the ability to remember the logged-in state for CRM Members and configure its duration

Settings:

Add new setting to ‘Settings’ > ‘Misc’ > ‘CRM Settings’

  • Remember me lifetime (numeric)
    • 30 (default)
  • Logic
    • Determines how many days should logged in state be held after login form submit

Login form upgrade:

Add Remember me checkbox to login form layout when retrieve login form from Components toolbox (Secure Zone -> Login Form)

Add following html code to the form layout (after password fields):

<label for="RememberMe">Remember me</label>
<input type="checkbox" name="RememberMe" id="RememberMe">

Example: https://prnt.sc/mhd_q974tKDb

Login form logic:

When user submit login form with checked Remember me checkbox

  • set member logged-in cookie lifetime based on Remember me lifetime setting

if not checked

  • Member logged-in cookie lifetime defaults to 1 day

Improve Site load speed while saving module item

Replace the current solution with a materialized view to the DB table supported by triggers to sync data.

Improve the following logic that using the Table solution

  • Add DB Table solution to drafts
  • Improve saving module item when keywords was changed
  • Improve Import module items process

Tax rounding strategy setting

1) Add a new eCommerce setting

Add new setting to ‘Ecommerce’ > ‘Settings’ > Tax and Shipping’ > ‘Tax Settings’

  • “Tax rounding strategy” (dropdown)
    • Banker rounding + error compensation (unit price and total price) [default]
    • Banker rounding (unit price only)

2) Rounding Logic on shopping cart calculation

When banker rounding + error compensation (unit price and total price) applied

  • use current price rounding strategy (banker rounding + error compensation)
  • rounding applied to
    • unit price separately
    • total price separately

When banker rounding (unit price only) applied:

  • use banker rounding to unit price. Then calculate orderline total price as rounded unit price multiplied by quantity.
    Error compensation mechanism is not needed here
  • apply rounding to
    • unit price only

Abandon Cart Functionality

1) Extension setup

Add new Extension to the portal and to extension JSON file so portal user could enable and disable extension on the ‘Site’ > ‘Extensions’ tab in the Portal

“Abandoned Cart Recovery”

Short Description:
With abandoned cart recovery functionality (for logged-in users only), you can automatically send reminders to customers who add products to their cart and leave without completing an order.

Information:
According to statistics, about 80 percent of customers abandon purchases for different reasons after adding items to their shopping carts. With Treepl abandoned cart recovery you can automatically email users after a cart or checkout is abandoned. And you have the ability to set the time when the email will be automatically sent. So you can stay in touch with your customers while they still remember your store and products.

For logged-in users only.

Design: https://invis.io/JP13194K9QFA

​Pricing: Free during the beta period

Extension Restrictions logic:

  • Disallow enabling the extension on the site if its plan is lower than eCommerce
  • This extension is only available for Ecommerce plan

2) Abandoned Cart Recovery extension not installed or subscription expired error message

When admin performs any action related to Abandoned cart admin UI (listed in the list below) layouts AND Abandoned Cart Recovery extension is Disabled or Abandoned Cart Recovery extension subscription is expired

  • Show error message: “This action can't be performed: Abandoned Cart Recovery extension is disabled or expired for this site”

Likewise, if the Restore cart functionality is attempted:

  • Following the restore cart link
    • redirect to the system page "error-page" and set error message to the liquid - this.ErrorMessage

3) Add shop settings for abandoned carts and improve current settings

Add following setting to ‘eCommerce’ > ‘Settings’ > ‘Shop Settings’:

  • “Abandoned cart time in Hours” (number)
    • 4 (default)
    • Default adjustment based on Shopping Cart Lifetime:
      • if shopping cart lifetime is less than or equal to 4 AND greater than 1
        • set Abandoned cart time to (shoppingCartLifetime minus 1) as default value
      • if shopping cart lifetime is equal to 1
        • set Abandoned cart time to 1 as default value
      • if shopping cart lifetime is equal to 0
        • set Abandoned cart time to 1 as default value
        • set shopping cart lifetime=1
    • allowed range between 1 and 876000

Logic:

Applied to the shopping cart created via add to cart process (skip shopping carts that is created on generic payment form submissions, event payment forms, and recurring forms):

  • Number of hours after latest update in the cart that determine shopping cart as Abandoned (should be always less or equal to the shopping cart lifetime)
  • When shopping cart becomes Abandoned; create a history record (Shopping Cart Become Abandoned Recording). See “History Data” below.

Validation:

  • If Abandoned cart time is bigger than shopping cart lifetime, show Error Message “The abandoned cart time shouldn't be bigger than the shopping cart lifetime”
  • If there is an enabled abandoned cart email notification which time is bigger than the shopping cart lifetime, show Error Message “There is at least one abandoned cart notification which time is bigger than the shopping cart lifetime”
  • Update allowed range for Shopping Cart Lifetime (it should be in range between 1 and 876000)

DESIGN: https://invis.io/CW10NLS86GBJ 

4) Abandoned Cart Emails

Add tab to ‘Email Notifications’ > ‘Emails’ page called “Abandoned Cart Emails”

Shows list of emails by new email type "Abandoned Cart Email"

Tab will only be visible when the Abandoned Cart Recovery extension is enabled/active.

5) Abandoned Cart Email

LIQUID object should contain following data:

  • ShoppingCart
    • same object as on shopping cart
  • TrackingURL
    • see (6) Tracking URL logic
  • RestoreCartURL
    • see (7) Restore cart functionality

Email Sending Logic:

  • Create a history record (Email Sent Recording) regarding Email sent. See “History Data” below.
  • Add following image tag before closing </body> tag of the email content
    •  <img src="{{this.trackingURL}}" height="1" width="1">
  • Send email

On email save:

  • disallow saving if there is no </body> tag in this email content OR the assigned email template (since this is required for the pixel image tracking). Show error message “Email content should contains <body></body> tag”
  • disallow saving if there is no{{this.RestoreCartURL}}tag in the content. Show error message “Email content must contains{{this.RestoreCartURL}}liquid tag”

6) Tracking URL logic

  • Pattern
    • https://<siteDomain>/public/api/track-email/abandoned-cart/open?id=<ShoppingCartid>&notificationId=<idOfAbandonedCartNotificationStep>&guid=<guid>
  • Logic
    • If there is NO Email Opened Recording history record with such guid in the history:
      • Create a history record (Email Opened Recording) to track email opening events. See “History Data” below.
    • return 1px x 1px transparent png image as a response (with Content-Type: image/png)

7) Restore cart functionality

  • Restore cart link Pattern
    • https://<siteDomain>/public/api/abandoned-cart/restore?id=<ShoppingCartid>&abandonedCartNotificationId=<idOfAabandonedCartNotificationStep>
  • Logic
    • this request should restore the shopping cart and redirect the user to the shopping cart page
      • Get Shopping Cart by id
      • Create a history record (Shopping Cart Recovered Recording) to track shopping cart recovery. See “History Data” below.
      • restore Shopping Cart
        • set it as a current active shopping cart
      • redirect a user to the /shopping-cart page

8) Abandoned Cart Extension Page

Add new menu item

  • ‘Extensions’ > ‘Abandoned Cart Recovery’

Content

  • Notifications
  • Abandoned Carts
  • Reports

Menu item and page will only display if the Abandoned Cart Recovery extension is enabled/active.

9) Abandoned Cart Recovery -> Notifications tab

List of all Abandoned Cart Notifications ordered by interval set in ‘Send Email After’ setting.

  • Table columns
    • Send Email After
      • {SendEmailAfter value}Hours From Abandonment
    • Emails Sent
      • Number of sent emails
    • Email Open Rate
      • Percent of unique opened emails among all sent emails
    • Cart Recovery Rate
      • Percent of all Recovered shopping carts among all shopping carts marked as Abandoned
    • Actions
  • each row
    • has edit button
    • has delete buttons
      • when deleting the notification - do not restore its hour statistics when new notification with the same interval will be created, for example:
        • 12 hours notification has 25% recovery rate  and 30% open rate
        • user deletes this notification
        • then user creates new notification and sets interval to 12 hours
        • new created notification should have 0% recovery rate and 0% open rate
    • may display disabled state
  • ability to sort by columns - Name ASC (default)
  • pagination
  • ability to bulk delete selected items
  • ability to filter items by state:
    • All (default)
    • Enabled
    • Disabled
  • Remember last selected show filter

DESIGN: https://invis.io/8C10J9OPQM7D 

Add new notification functionality:

  • “Add New Notification” button
    • Display Add/Edit Form side panel
      • Send Email After Cart Abandonment Delay (in hrs) (numeric)
        • allowed range between 1 and 876000
        • number of hours should be less than eCommerce -> Settings -> Shop Settings -> Shopping Cart Lifetime In Hours. Else error message: “Abandoned cart notification can't be created outside of the shopping cart lifetime.”
        • validate that selected number of hours is still not selected for another email. Else error message: “Abandoned cart notification for the selected delay is already exists”
      • Email (dropdown - list of Abandoned Cart Emails)
      • Enabled

DESIGN: https://projects.invisionapp.com/share/8C10J9OPQM7D#/screens/447828839

10) ‘Abandoned Cart Recovery’ > ‘Abandoned Carts’ tab

List of all abandoned carts.

  • Table columns
    • Name (left empty if shopping cart has no owner)
    • Email
    • Total Cost
    • Lifetime
      • Difference in hours between Current Date Time and Created Date Time
      • Pattern
        • if difference is more than 24 hours:
          [<numberOfDays> days  ]<numberOfHours> hours
        • if difference is less than 24 hours:
          [<numberOfHours> hours]<numberOfMinutes> minutes
      • Sorting should be done by decimal, eg:
        • 3 hrs and 30 minutes would be 3.50
        • 3 hrs and 31 minutes would be 3.52
    • Created Date Time
    • Last Update Date
    • Expiry Date (datetime when shopping cart will be deleted)
    • Actions
  • each row
    • has view and delete buttons
  • ability to sort by columns (Lifetime DESC - default)
  • pagination
  • ability to bulk delete selected items

DESIGN: https://projects.invisionapp.com/share/8C10J9OPQM7D#/screens/447828837

Abandoned Cart Details page

  • Details tab ( https://prnt.sc/ZIAX_np-6OGI)
    • Currency/Country
    • Assigned To (email)
    • Total Cost
    • Created Date Time
    • Last Update Date
    • Expiry Date
  • Products tab
    • shows shopping cart info (order lines, discount, gift voucher, shipping option data, etc.)

DESIGN: https://projects.invisionapp.com/share/8C10J9OPQM7D#/screens/447828838

11) History data

  1. Email Sent Recording (Store the following data)
    1. ShoppingCartId
    2. Email (shopping cart owner email)
    3. AbandonedCartNotificationId
    4. Record DateTime
    5. Type (EmailSent)
  2. Email Opened Recording (Store the following data)
    1. ShoppingCartId
    2. Email (shopping cart owner email)
    3. AbandonedCartNotificationId
    4. Record DateTime
    5. Type (EmailOpened)
  3. Shopping Cart Recovered Recording (Store the following data)
    1. ShoppingCartId
    2. Email (shopping cart owner email)
    3. AbandonedCartNotificationId
    4. Record DateTime
    5. Type (ShoppingCartRecovered)
  4. Shopping Cart Become Abandoned Recording (Store the following data)
    1. ShoppingCartId
    2. TotalCost
    3. Email (shopping cart owner email)
    4. Record DateTime
    5. Type (ShoppingCartBecomeAbandoned)
  5. Shopping Cart Become Deleted Recording (Store the following data)
    1. ShoppingCartId
    2. TotalCost
    3. Email (shopping cart owner email)
    4. Record DateTime
    5. Type (ShoppingCartDeleted)

12) Shopping cart delete operation upgrade

Before shopping cart delete action add a history record (Shopping Cart Become Deleted Recording). See (11.5)

13)  ‘Abandoned Cart Recovery’ > ‘Reports’ tab

  • Abandoned and recovered carts
  • Abandoned and recovered carts amounts
  • Abandoned and recovered carts report

DESIGN: https://projects.invisionapp.com/share/C2130V1FMP5X#/screens

14) Analytics dashboard charts

Provide ability to add

  • Abandoned and recovered carts
  • Abandoned and recovered carts amounts
  • Abandoned and recovered carts report

Show these charts only if Abandoned Cart Recovery extension is enabled/active

DESIGN: https://invis.io/7910J9P1H3CG

15) Admin User Role Restrictions

Add following admin user role restrictions

  • Abandoned Carts
    • Can View
    • Can Delete
  • Abandoned Cart Notifications
    • Can View
    • Can Add
    • Can Edit
    • Can Delete
  • Abandoned Cart Emails
    • Can View
      • allows to see Abandoned Cart Emails tab on ‘Email Notifications’ > ‘Emails’ page
    • Can Add
      • allows to show add button on ‘Email Notifications’ > ‘Emails’ page (tab Abandoned Cart 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 Abandoned Cart Emails)
  • Abandoned Cart Report
    • Can View

Show these restrictions only if Abandoned Cart Recovery extension is enabled/active.

On create new admin user role set all restrictions above to true by default.

Disable detail layout feature

New module setting:

Add new module setting called “Disable detail layout” (checkbox - false by default)

Logic:

If ‘Disable detail layout’ is TRUE:

  • Make unreachable all module items URLs of the module
  • Show module URL field as inactive.
    • Show but do not allow to change it from Admin UI and ignore changing on Backend
  • Show module item URL field as inactive.
    • Show but do not allow to change it from Admin UI and ignore changing on Backend
      • on edit module item action from Admin UI
      • on edit module item from frontend action
  • Hide Detail Layout dropdown on add/edit module item form in admin UI
    • preset "Don't use" value as default on backend on create item
  • Do not add items of the module to the SITEMAP
  • On Import process if creating a new item
    • if there is a detail layout column and it's value is empty set ‘Don't use’ layout instead of the first existed detail layout of the module (like it works now and should work when ‘Disable detail layout’ is FALSE)

The logic of Detail layout "Don't use" logic improvement

If module item has Detail layout property selected as "Don't use"

  • show 404 page content (with 404 status code) when accessing the item by URL
  • Do not add such items to the SITEMAP

Module item rating

1) Module item rating in the items list and detail forms (admin UI)

Provide ability to add Item Rating column in module -> table setup to show rating in item list view

Add new system property to Edit module item form

  • “Item Rating” (text)
    • Always readonly
    • if somehow value is posted via edit item endpoint, ignore value from request AND do NOT override value in DB (it should be calculated automatically once comments rating for this item are added edited or deleted)
    • Value=Average rating posted via comments to this item (Approved ratings counted only)

2) New module item liquid property

Add a new property to the module item (in liquid)

  • “Item_Rating” (numeric)
    • Value=Average rating posted via comments to this item (Approved ratings counted only)

3) Searching logic

Provide the ability to search by ‘Item_Rating’ property when using{% component type:"module", isSearchResult:"true"%}for searching, same as for Number custom property - via requesting a range using:

  • prop_Item_Rating_Min
  • prop_Item_Rating_Max

4) Sorting logic

Provide the ability to sort by ‘Item_Rating’ field in module component tag, eg:

{% component type:"module", sortBy: "Item_Rating", sortOder: "ASC/DESC" %}

Add full Urls to Export

Add additional column in the export module item file (as a display value only) for the full item URL (parent and slug)

  • Column title “URL list”
    • list of all item URLs separated by ;
    • placed after ‘Parents’ column
    • on import action; ignore this column (for display/export purpose only)

Example:
/module-slug/item-slug;/module-slug/parent-item-slug/item-slug

Rename Site information to Site Globals

1) Rename "Site information" to "Site Globals" in ‘Settings’ > ‘Site Information’ page

Example: https://prnt.sc/KpeG14rpKr4w

2) Change liquid aliases accordingly

  • {{siteinformation}}to{{siteglobals}}
  • {{si}}to{{sg}}

NOTE: Provide backward compatibility so that{{siteinformation}}and{{si}}will still continue to work.

3) Change "Site information" to "Site Globals" in OSE

OSE Related Improvements

  • Change the page tab title to “Edit <Page name>'”
  • If a multiline custom property or a Content system property contains <script, <style, {{, {% this property should be blocked for editing via OSE.
  • If a multiline custom property or a Content system property contains blocks with a data attribute 'cms_ose_editable_text' all content from this block should be parsed into a separate WYSIWYG like a multiline custom property. A title for this section should be determined from a data attribute 'cms_ose_editable_text_title'. If this attribute is not found the title for this WYSIWYG should be constructed as follows: '<this property name> Text Block <index>'.
  • If some page doesn't have custom modules for editing and this page can be edited, all editable properties should be shown by default on the toolbox.
  • Add a javascript event trigger 'CMS_TriggerRefreshOSEItems' for a 'load more' function on the site frontend for a list of module items refreshing on the toolbox. This one should be triggered after AJAX.
  • Do some small UI/UX changes: https://invis.io/9U12ZSAU5NZY
  • Add a module name to the toolbox title
  • Add an "add new item" button on the items list at the first position (if it's available on a module).

Multiline Text property changes

Change custom property settings in Modules for text (multiline) fields.
  • Rename ‘Enable WYSIWYG’ to ‘WYSIWYG’
    • default unchecked
    • if selected - allow the ability to use WYSIWYG view on add/edit item form in Admin
  • add ‘Code Editor‘ setting
    • default checked
    • if selected - allow the ability to use Code view on add/edit item form in Admin
  • if no option is selected - show the property as general textarea.

Eg: https://prnt.sc/c4PmuscwOLMd

Feature flags changes (v6.8)

Remove the following feature flag: ‘Improved Custom Reporting’

BUG FIXES

Bug

Liquid in domain_settings

https://treepl.slack.com/archives/C023SU50YQP/p1659597522511109

Liquid data is not correctly outputting the Currency Name.

Bug

CRM Contact - in secure zone not display ID

https://treepl.slack.com/archives/C023SU50YQP/p1655388079321519

CRMContacts component is not displaying the Secure Zone ID in the Secure Zone data.

Bug

Site Information - edit datapicker

Go to Site Information

In option Date Time add possibility to set time https://prnt.sc/aE6rxofG-tnr

https://treepl.slack.com/archives/C023SU50YQP/p1658336160885129

Bug

Page caching - desktop/mobile

Page is caching ‘device_type’ value in Liquid ‘request’ object.

Bug

Create/update item from front

Using <input type="checkbox" name="prop_Enabled" value="false"> in a custom module Add and Edit form to set it’s Enabled state doesn't seem to work.   https://treepl.slack.com/archives/C023SU50YQP/p1663164691768169

Show more less
New Feature

Abandoned Cart Functionality

Add Abandoned Cart functionality to eCommerce.
  • BC Equivalent
  • Ecommerce
New Feature

E-commerce Quoting Option

E-commerce quoting option so that when order goes through the admin it can be edited, changed, completed before the quote is transformed into an order and the invoice is issued for payment in full or for a deposit payment. A workflow can then also be generated for the order to go to the client/accountant/franchisee.

As part of this feature...
  • CRM
  • Ecommerce
New Feature

Headers settings custom setup

Header settings page. Ability to enable/disable header(s), ability to setup header's specific settings.
New Feature

Module item rating

Ability to add Item Rating column in module -> table setup and show rating in item list view.
New system property to Edit module item form,
new module item liquid property.
Ability to search by Item_Rating property when using {% component type:"module", isSearchResult:"true"%} for searching.
Ability to sort by Item_Rating field in {% component type:"module" %}. ...
Improvement

Add view only column Item Urls to Export

When exporting the products to a CSV file (export table), include the full product URL’s rather than just the parent so products can be linked to their URL’s.
Improvement

Checklist values with comma saving Fix

The created element from the frontend doesn't save the "checkbox list" property with the "," symbol. This will be addressed.
Improvement

Disable detail layout feature

If Disable detail layout is TRUE, make unreachable all module items URLs of the module.
If module item has Detail layout property selected as "Don't use", show 404 page content (with 404 status code) when accessing the item by URL.
Improvement

Event payment order with tax

Event payment should create order with tax now.
Improvement

eWay payment field expiration workaround

Extend eWAY payment gateway settings to avoid issue when credit card data determined as expired after second form submit even after payment data was fixed.
Improvement

"Remember Me" for CRM login form

Provide the ability to remember the logged-in state for CRM Members and configure its duration.
Improvement

Rename Site information to Site Globals

"Site information" block renaming to "Site Globals". Typical use-cases for Site Globals might be to store the company name, address, contacts, logo, etc. in one handy location and render that information throughout the site via Liquid.
Improvement

Tax rounding strategy setting

Ability to select tax rounding strategy:
- banker rounding + error compensation (unit price and total price)
- banker rounding (unit price only).
v 6.7 Release date: 08 Jun, 2022

Full Release Notes

BACKLOG

Feature flags changes (v6.7)

Apply the following changes to feature flags:

Move “Improved Custom Reporting” to internal section AND set enabled by default.

Zapier Integration

1) SSO oauth for zapier (+scopes)

Add oAuth 2.0 APIs

  • Authorization
  • Access Token Request
  • Refresh Token Request

Retrieved Bearer token should get access to Treepl CMS APIs created specially for Zapier (for the site that should be determined by domain)

Request Domain field on Zapier in order to retrieve access token to the particular site only

2) Extension rule

Add new Extension to the portal and to extension JSON file so portal user could enable and disable extension on the ‘Site’ -> ‘Extensions’ tab in the Portal

  • Title
    • Zapier Integration (beta)
  • Short Description
    • Allows handling the connection between Treepl CMS and apps that Zapier supports.
  • Information
    • Triggers

      (should be performed by Treepl once appropriate action is made in the CMS):

      -New Module Item
      -Updated Module Item
      -New CRM Member
      -Updated CRM Member
      -New CRM Form Submission
      -Updated CRM Form Submission
      -New CRM Event Booking
      -Updated CRM Event Booking
      -New Order
      -Updated Order
      -New Gift Voucher
      -Updated Gift Voucher
      -Triggered Workflow

    • Actions:

      -Create Module Item
      -Update Module Item
      -Create CRM Member
      -Update CRM Member
      -Create CRM Form Submission
      -Update CRM Form Submission
      -Create CRM Event Booking
      -Update CRM Event Booking
      -Update Order Details
      -Create Gift Voucher
      -Update Gift Voucher

    • Searches:

      -Find Module Item
      -Find CRM Member
      -Find CRM Form Submission
      -Find CRM Event Booking
      -Find Order
      -Find Gift Voucher
  • Pricing
    • Free during the beta period

3) Triggers

Return models for triggers:

  • Module Item
    {
       "Id":5661,
        "Name":"Item 1",
        "URL":"/svsdv/sdv/sdv/sdv/ad/item-1",
        "URL_List":[
            "/svsdv/sdv/sdv/sdv/ad/item-1"
        ],
        "URLSlug":"item-1",
        "ParentId":5654,
        "ParentId_List":[
            -1
        ],
        "ParentName":"",
        "ParentUrl":"",
        "TemplateName":"Don't Use Template",
        "Module_Alias":"MyModule",
        "Module_Id":5654,
        "Enabled":true,
        "ReleaseDate":"2023-03-03T01:00:00",
        "ExpiryDate":"9999-12-31T18:59:00",
        "SiteSearchKeywords":[
           
        ],
        "Description":"desc 1",
        "Weighting":0,
        "DisableForSiteSearch":false,
        "SKUCode":"",
        "Price":0,
        "CreatedByMemberId":"0",
        "ItemCategories":[
           
        ],
        "ItemCategoryIdList":[
           
        ],
        "ItemTags":[
           
        ],
        "Author":0,
        "Author_Name":"",
        "Author_Url":"",
        "ShowPageForSearchEngine":true,
        "MetaTitle":"",
        "SEOTitle":"",
        "MetaDescription":"",
        "CanonicalLink":"",
        "SocialMetaTags":"",
        "SeoPriority":0.5,
        "EnableAMP":false,
        "AMPContent":"",
        "OpenGraphProperties":{
            "Title":"test",
            "Type":"test",
            "Url":"test",
            "Locale":"test",
            "Image":""
        },
        "EventProperties":{
            " | HideWhenFull":false,
            " | AllowMultipleSubscriptionPerEmail":false,
            " | Capacity":0,
            " | Allocation":0,
            " | EventDateStart":"2022-04-26T08:07:54",
            " | EventDateEnd":"2022-04-26T08:07:54"
        },
        "ProductProperties":{
            " | SmallImage":"/Images/productimages/books/computers/flashmx_small.jpg",
            " | LargeImage":"/Images/productimages/books/computers/flashmx_large.jpg",
            " | OnSale":true,
            " | IsGiftVoucher":false,
            " | ProductWeight":0,
            " | ProductWidth":0,
            " | ProductHeight":0,
            " | ProductDepth":0,
            " | EnableDropShipping":false,
            " | UnitType":"",
            " | MinimumUnits":1,
            " | MaximumUnits":0,
            " | RecurringType":"None",
            " | IsShippable":false,
            " | IsDownloadable":false,
            " | NumberOfPossibleDownloads":0,
            " | Supplier":"test@test.test"
        },
        "CustomProperties":{
            " | Custom Property name 1":"",
            " | Custom Property name 2":0
        }
    }
  • CRM Member
    {
        "Id":1442,
        "Email":"test@test.com",
        "FirstName":"Jhon",
        "LastName":"Doe",
        "Address":"",
        "City":"",
        "State":"",
        "ZipCode":"",
        "Country":"",
        "BillingAddress":"",
        "BillingCity":"",
        "BillingState":"",
        "BillingZipCode":"",
        "BillingCountry":"",
        "Site":"",
        "Phone":"123456789",
        "Status":"",
        "Notes":"",
        "Type":"Consumer",
        "CreatedDateTime":"2019-06-12T17:28:59.07",
        "UpdatedDateTime":"2020-08-07T06:56:27.713",
        "CrmType":"Member",
        "CrmGroup":{
            " | My Group Name 1 | ":{
                "My Field Name 1.1":"field Value 1",
                "My Field Name 1.2":"field Value 2"
            },
            " | My Group Name 2 | ":{
                "My Field Name 2.1":"field Value 1",
                "My Field Name 2.2":"field Value 2"
            }
        }
    }
  • CRM Form Submission
    {
        "Id":1442,
        "Form":"form_alias",
        "Email":"test@test.com",
        "FormField":{
            " | My Field Name 1":"field Value 1",
            " | My Field Name 2":"field Value 2"
        },
        "CrmGroup":{
            " | My Group Name 1 | ":{
                "My Field Name 1.1":"field Value 1",
                "My Field Name 1.2":"field Value 2"
            },
            " | My Group Name 2 | ":{
                "My Field Name 2.1":"field Value 1",
                "My Field Name 2.2":"field Value 2"
            }
        }
    }
  • CRM Event Booking
    {
        "Id":1442,
        "Form":"form_alias",
        "Email":"test@test.com",
        "ModuleItem":123,
        "Allocation":1,
        "FormField":{
            " | My Field Name 1":"field Value 1",
            " | My Field Name 2":"field Value 2"
        },
        "CrmGroup":{
            " | My Group Name 1 | ":{
                "My Field Name 1.1":"field Value 1",
                "My Field Name 1.2":"field Value 2"
            },
            " | My Group Name 2 | ":{
                "My Field Name 2.1":"field Value 1",
                "My Field Name 2.2":"field Value 2"
            }
        }
    }
  • Order
    {
        "Id":1442,
        "Email":"test@test.com",
        "OrderName":"Checkout",
        "Status":"Paid",
        "InvoiceNumber":"1234",
        "InvoiceDate":"2022-01-01T13:34:44",
        "AWBNumber":"",
        "TrackingURL":"",
        "ShippingAddress":"",
        "ShippingCity":"",
        "ShippingState":"",
        "ShippingZip":"",
        "ShippingCountry":"",
        "CrmGroup":{
            " | My Group Name 1 | ":{
                "My Field Name 1.1":"field Value 1",
                "My Field Name 1.2":"field Value 2"
            },
            " | My Group Name 2 | ":{
                "My Field Name 2.1":"field Value 1",
                "My Field Name 2.2":"field Value 2"
            }
        },
        "PaymentType":"CreditCard",
        "FormId":13,
        "MemberId":47,
        "CaseId":89,
        "AmountPending":"0.0000",
        "AmountPaid":"10.0500",
        "PaymentIntentId":"XXXXXXXXXXXXXX",
        "PaymentIntentClientSecret":"XXXXXXXXXXXXXXXXXXXXXXXXXXXX",
        "FormatSetting":{
            "Name":"AU",
            "Culture":"en-AU",
            "DecimalsQuantity":2,
            "Currency":{
                "Code":"AUD",
                "Symbol":"$",
                "DigitalCode":"36",
                "Name":"Australian Dollar"
            }
        },
        "DomainCountry":{
            "Name":"AUSTRALIA",
            "Code":"AU"
        },
        "DestinationCountry":{
            "Name":"AUSTRALIA",
            "Code":"AU"
        },
        "ShippingOption":{
            "Id":"12252410371037462605",
            "ShippingOptionId":"7361027874612052004",
            "Name":"AustraliaPost - Parcel Post",
            "Price":8.1364,
            "TaxPercent":10,
            "TaxRate":0.1,
            "TaxPrice":0.81,
            "TotalPrice":8.95,
            "SubTotalPrice":8.14
        },
        "Discount":{
            "Id":null,
            "Code":null,
            "Type":null,
            "Amount":0
        },
        "GiftVoucher":{
            "Id":null,
            "Code":null,
            "Amount":0,
            "Balance":0
        },
        "SubTotalPrice":"1.0000",
        "TaxPercent":"10.0000",
        "TaxRate":"0.1000",
        "TaxPrice":"0.9100",
        "DiscountPrice":"0",
        "TotalPrice":"10.0500",
        "ShippingPrice":"8.1364",
        "ShippingTaxRate":"0.1000",
        "ShippingTaxPrice":"0.81",
        "ShippingSubTotalPrice":"8.14",
        "ShippingTotalPrice":"8.95",
        "GiftVoucherPrice":"0",
        "SubTotalTaxPrice":"0.1000",
        "DiscountedSubTotalTaxPrice":"0.1000",
        "GrandTotalPrice":"1.1000",
        "TotalPriceExcludingTax":"9.1400",
        "TotalPriceExcludingTaxAndGiftVoucherAmount":"9.1364",
        "TaxCode":"GST",
        "Items":[
            {
                "Id":"15049017874163171386",
                "EcommerceItemId":2139,
                "SmallImage":null,
                "Name":"product 1",
                "Type":"ModuleItem",
                "ModuleId":0,
                "SKUCode":"39207d4d-c9c0-4a9d-a435-f2c8f8778e68/Size/Large",
                "Quantity":1,
                "ProductFileLink":null,
                "URL":"/shop/product1",
                "TaxCode":"GST",
                "OnSalse":false,
                "Price":0,
                "TaxPercent":10,
                "UnitPrice":1,
                "TaxPrice":0.1,
                "UnitTotalPrice":1.1,
                "TotalPrice":1.1,
                "UnitTaxPrice":0.1,
                "TaxRate":0.1,
                "TotalPriceExcludingTax":1,
                "UnitRecommendedPrice":0,
                "UnitRecommendedTaxPrice":0,
                "UnitRecommendedTotalPrice":0,
                "AttributesString":"Size: Large; Color: Green,Yellow",
                "Attributes":{
                    "Size":[
                        "Large"
                    ],
                    "Color":[
                        "Green",
                        "Yellow"
                    ]
                }
            },
            {
                "Id":"435",
                "EcommerceItemId":3453,
                "SmallImage":null,
                "Name":"product 2",
                "Type":"ModuleItem",
                "ModuleId":0,
                "SKUCode":"39207d4d-c9c0-4a9d-a435-f2c8f8778e68/Size/Large",
                "Quantity":1,
                "ProductFileLink":null,
                "URL":"/shop/product1",
                "TaxCode":"GST",
                "OnSalse":false,
                "Price":0,
                "TaxPercent":10,
                "UnitPrice":1,
                "TaxPrice":0.1,
                "UnitTotalPrice":1.1,
                "TotalPrice":1.1,
                "UnitTaxPrice":0.1,
                "TaxRate":0.1,
                "TotalPriceExcludingTax":1,
                "UnitRecommendedPrice":0,
                "UnitRecommendedTaxPrice":0,
                "UnitRecommendedTotalPrice":0,
                "AttributesString":"Color: Red",
                "Attributes":{
                    "Color":[
                        "Red"
                    ]
                }
            }
        ]
    }
  • Gift Voucher
    {
        "Id":27729,
        "OrderId":27725,
        "Balance":15.04,
        "Country/Currency":"US/USD",
        "Country":"US",
        "Currency":"USD",
        "Name":"GV000001",
        "Amount":34.04,
        "Enabled":true,
        "Type":"ViaShop",
        "RecipientName":"test 1",
        "RecipientEmail":"receiver1@test.test",
        "RecipientMessage":"svssv"
    }
  • Workflow
    {
        "Id":27877,
        "Name":"Custom Workflow name",
        "FromEmail":"sender@test.test",
        "FromName":"sender@test.test",
        "Recipients":[
            "receiver1@test.test",
            "receiver2@test.test"
        ],
        "EmailSubject":"Workflow Email Subject",
        "EmailBody":"Workflow Email Body"
    }
  • Comment
    {
        "Id":27877,
        "ModuleItemId":6212,
        "ParentId":null,
        "ThreadId":27877,
        "Rating":60,
        "Comment":"test3",
        "DateAdded":"2021-12-01T04:13:48.620183",
        "AuthorId":24071,
        "AuthorFirstName":"Jhon",
        "AuthorLastName":"Doe",
        "AuthorEmail":"testauthor@test.test",
        "AuthorIsAdmin":false
    }

Public Triggers (should be performed by Treepl once appropriate action is made in the CMS):

  • New Module Item
    • Module [dropdown (multiple)]
      • list of module names
  • Update Module Item
    • Module [dropdown (multiple)]
      • list of module names
  • New CRM Member
  • Updated CRM Member
  • New CRM Form Submission
    • Form Name [dropdown (multiple)]
      • list of forms
  • Updated CRM Form Submission
    • Form Name [dropdown (multiple)]
      • list of forms
  • New CRM Event Booking
    • Form Name [dropdown (multiple)]
      • list of forms
  • Updated CRM Event Booking
    • Form Name [dropdown (multiple)]
      • list of forms
  • New Order
  • Updated Order
  • New Gift Voucher
  • Updated Gift Voucher
  • Triggered Workflow
    • Workflow [dropdown (multiple)]
  • New Comment
    • Module [dropdown (multiple)]
      • list of module names
  • Updated Comment
    • Module [dropdown (multiple)]
      • list of module names

4) Actions

Once module item created/updated

  • add rollback with new source "Zapier"

Dropdowns in zapier forms

  • Secure Zone
    • Value: SecureZoneId
    • Display Name: SecureZoneName
  • Country
    • Value: CountryCode
    • Display Name: CountryName
  • Form
    • Value: FormAlias
    • Display Name: FormName
  • Module
    • Value: ModuleId
    • Display Name: ModuleName
  • ModuleItem
    • Value: ModuleItemId
    • Display Name: ModuleItemName
  • ContactCRMType
    • Value: TypeName (Consumer/Wholesaler)
    • Display Name: TypeName (Consumer/Wholesaler)
  • CRMRecord property
    • Value: Email
    • Display Name: Email
  • Datasource property
    • Value: ModuleItemId
    • Display Name: ModuleItemName
  • Tags property
    • Value: TagName
    • Display Name: TagName
  • Categories property
    • Value: CategoryFullName
    • Display Name: CategoryFullName
  • Template property
    • Value: TemplateId
    • Display Name: TemplateName
  • Detail layout property
    • Value: DetailLayoutId
    • Display Name: DetailLayoutName
  • Country/Currency
    • Value: Country/Currency string
    • Display Name: Country/Currency string
  • Order Status
    • Value: OrderStatusName
    • Display Name: OrderStatusName
  • Parents
    • Value: -1 or ModuleItemId
    • Display Name: / or Module Item Url
  • Workflow
    • Value: WorkflowId
    • Display Name: WorkflowName
  • Recurring Type
    • Value: RecurringTypeName
    • Display Name: RecurringTypeName

Public Actions (allows to create or edit items in Treepl  performed by Zapier):

  • Create Module Item
  • Update Module Item
    • Module [dropdown REQUIRED]
      • list of module names
    • Item Name [string REQUIRED]
    • URL Slug [string]
    • Description [string (multiline)]
    • System Fields (dynamic list of property names)
      Add an info block with the  name of the group of fields (before listing of fields)
      • Parents [dropdown (or dropdown multiple)]
        • list of parent module items
      • Template [dropdown]
        • list of templates
      • Detail Layout [dropdown]
        • list of templates
      • Enabled [boolean]
      • Disable from site search [boolean]
      • Release Date [date]
      • Expiry Date [date]
      • Weighting [string]
      • Site Search Keywords [string]
      • Added by [string]
        • value is email
        • if not found in CRM - skip this value
      • Secure Zones [dropdown]
        • list of secure zones
        • adds an item to secure zones
      • Tags [dropdown]
        • list of module tags
      • Categories [dropdown]
        • flat list of categories (labels are path-like: "/category/subcategory")
      • Author [dropdown]
        • list of authors
    • Event Fields (dynamic list of property names).
      Show these fields only if the selected module has "Enable bookings == true"  in (Module details => advanced settings).
      Add an info block with the name of the group of fields (before listing of fields).
      • Hide When Full [boolean]
      • Allow Multiple Bookings Per Email [boolean]
      • Capacity [number]
      • Event Date Start [date]
      • Event Date End [date]
    • Product Fields (dynamic list of property names).
      Show these fields only if the selected module is Product.
      Add an info block with the  name of the group of fields (before listing of fields)
      • Small Image [string]
      • Large Image [string]
      • On Sale [boolean]
      • Is Gift Voucher [boolean]
      • Product Weight [number]
      • Product Width [number]
      • Product Height [number]
      • Product Depth [number]
      • Enable Drop Shipping [boolean]
      • Unit Type [string]
      • Minimum Units [number]
      • Maximum Units [number]
      • Recurring Type [dropdown]
        • list of recurring types
      • Is Shippable [boolean]
      • Is Downloadable [boolean]
      • Number Of Possible Downloads [number]
      • Supplier [string]
    • Custom fields (dynamic list of property names).
      Each Zapier field should have the same type as the module property.
      Add an info block with the  name of the group of fields (before listing of fields)
      • Custom Fields…
  • Create CRM Member
  • Update CRM Member
    • First Name
    • Last Name
    • Email [REQUIRED]
    • Address
    • City
    • State
    • Zip
    • Country [dropdown]
      • list of countries
    • Site
    • Phone
    • Status
    • Notes
    • Type [dropdown]
      • list of types
    • Billing Address
    • Billing City
    • Billing State
    • Billing Zip
    • Billing Country [dropdown]
      • list of countries
    • Advanced Fields (dynamic list of property names).
      Each Zapier field should have the same type as advanced CRM group property.
      For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT
      • Advanced Fields…
  • Create CRM Form Submission
  • Update CRM Form Submission
    • Id [REQUIRED - for update form only]
    • Email [REQUIRED - for update form only]
    • Form Name [dropdown REQUIRED - for create form only]
      • list of forms
    • Form Fields (dynamic list of property names).
      List of all system and custom form fields.
      Add an info block with the name of the group of fields (before listing of fields)
    • Advanced Fields (dynamic list of property names).
      Each Zapier field should have the same type as advanced CRM group property.
      For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT
      • Advanced Fields…
  • Create CRM Event Booking
  • Update CRM Event Booking
    • Id [REQUIRED - for update form only]
    • Email [REQUIRED - for update form only]
    • Form Name [dropdown REQUIRED - for create form only]
      • list of forms
    • Module [dropdown REQUIRED - for create form only]
      • list of modules that have Enable Booking = true
    • Module Item [dropdown REQUIRED - for create form only]
      • list of forms
    • Allocation [number (default = 1)]
    • Form Fields (dynamic list of property names).
      List of all system and custom form fields.
      Add an info block with the name of the group of fields (before listing of fields)
    • Advanced Fields (dynamic list of property names).
      Each Zapier field should have the same type as advanced CRM group property.
      For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT
      • Advanced Fields…
  • Update Order Details
    Base information update only
    • Id [REQUIRED - for update form only]
    • Order Details (group of fields listing all system order fields)
      • Order Name [REQUIRED]
      • Status [dropdown]
        • list of statuses
      • Invoice Number
      • Invoice Date
      • AWB Number
      • Tracking URL
      • Shipping Address
      • Shipping City
      • Shipping State
      • Shipping Zip
      • Shipping Country [dropdown]
        • list of countries
      • Order Details…
        Add an info block with the  name of the group of fields (before listing of fields)
    • Advanced Fields (dynamic list of property names).
      Each Zapier field should have the same type as advanced CRM group property.
      For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT
      • Advanced Fields…
  • Create Gift Voucher
  • Update Gift Voucher
    • Id [REQUIRED - for update form only]
    • Name [string]
    • Recipient Name [string]
    • Recipient Email [string (email) REQUIRED]
    • Recipient Message [string (multiline)]
    • Country/Currency [dropdown]
      • list of Country/Currency pairs available for the site
    • Amount [number]
    • Enabled [boolean]
  • Create Comment
  • Update Comment
    • Id [REQUIRED - for update form only]
    • Module Item Id
    • Thread Id
    • Parent Id
    • First Name
    • Last Name
    • Email [REQUIRED]
    • Rating
    • Comment

5) Searches

Public Searches Form:

  • Find Module Item
    • Id
    • Module [dropdown]
      • list of module names
    • Item Name [string]
    • URL Slug [string]
    • Description [string (multiline)]
    • System Fields (dynamic list of property names).
      Add an info block with the name of the group of fields (before listing of fields).
      • Parents [dropdown (or dropdown multiple)]
        • list of parent module items
      • Release Date [date]
      • Expiry Date [date]
      • Weighting [string]
      • Added by [string]
        • value is email
        • if not found in CRM - skip this value
      • Tags [dropdown]
        • list of module tags
      • Categories [dropdown]
        • flat list of categories (labels are path-like: "/category/subcategory")
      • Author [dropdown]
        • list of authors
    • Event Fields (dynamic list of property names).
      Show these fields only if selected module has Enable bookings == true  in (Module details => advanced settings).
      Add an info block with the  name of the group of fields (before listing of fields)
      • Capacity [number]
      • Event Date Start [date]
      • Event Date End [date]
    • Product Fields (dynamic list of property names).
      Show these fields only if the selected module is Product.
      Add an info block with the  name of the group of fields (before listing of fields)
      • Small Image [string]
      • Large Image [string]
      • On Sale [boolean]
      • Is Gift Voucher [boolean]
      • Product Weight [number]
      • Product Width [number]
      • Product Height [number]
      • Product Depth [number]
      • Enable Drop Shipping [boolean]
      • Unit Type [string]
      • Minimum Units [number]
      • Maximum Units [number]
      • Recurring Type [dropdown]
        • list of recurring types
      • Is Shippable [boolean]
      • Is Downloadable [boolean]
      • Number Of Possible Downloads [number]
      • Supplier [string]
    • Custom fields (dynamic list of property names).
      Each Zapier field should have the same type as the module property.
      Add an info block with the  name of the group of fields (before listing of fields)
      • Custom Fields…
  • Find CRM Member
    • Id
    • First name
    • Last Name
    • Email
    • Address
    • City
    • State
    • Zip
    • Country [dropdown]
      • list of countries
    • Site
    • Phone
    • Status
    • Notes
    • Type [dropdown]
      • list of types
    • Billing Address
    • Billing City
    • Billing State
    • Billing Zip
    • Billing Country [dropdown]
      • list of countries
  • Find CRM Form Submission
    • Id
    • Form Name [dropdown]
      • list of forms
    • Email
  • Find CRM Event Booking
    • Id
    • Form Name [dropdown]
      • list of forms
    • Email
  • Find Order
    • Id
    • Email
    • Order Name
    • Status [dropdown]
      • list of statuses
    • Invoice Number
    • Invoice Date
    • AWB Number
    • Tracking URL
    • Shipping Address
    • Shipping City
    • Shipping State
    • Shipping Zip
    • Shipping Country [dropdown]
      • list of countries
  • Find Gift Voucher
    • Id
    • Name [string]
    • Recipient Name
    • Recipient Email
    • Recipient Message [string (multiline)]
    • Country/Currency [dropdown]
      • list of Country/Currency pairs available for the site
    • Amount [number]
  • Find Comment
    • Id
    • Module Item Id
    • Email
    • Rating
    • Comment
  • Find Workflow
    • Id
    • Name

6) Restrictions

Do not allow to process triggers, actions and searches if zapier extension is disabled for the site

BUG FIXES

Blog - Advanced Settings

  1. Go to Blogs -> Settings -> Advanced Settings
  2. Check the checkboxes https://prnt.sc/2LZBske6Eoq4
  3. Create a new blog post at the root https://prnt.sc/WGxwtVVnkrfU
  4. Pay attention to the Blog field https://prnt.sc/ZJ7OZPf8pl2O

Expected: The field should be auto-filled
Actual: The Blog field is empty https://prnt.sc/ZJ7OZPf8pl2O
Actual2: After clicking save with an empty Blog field alert is shown https://prnt.sc/i6h5n1vtO3_V

Categories - delete info about ParentID and URL SLUG

https://treepl.slack.com/archives/CC1074CQM/p1635205184014000

  1. Create on a page this component {% component type: "module_category_list", module: "Blog Post",  collectionVariable: "test" %}
    <pre>{{test}}</pre>
  2. On front shouldn't display ParentID and URL SLUG https://prnt.sc/1xd4lla
  3. ALSO when you filter Without ParentItemId - shouldn't display URL slag https://prnt.sc/1xd6vyw Screen from v5 https://prnt.sc/1xd6xfq

Actual:

Display ParentID and URL SLUG https://prnt.sc/1xd4lla AND filter https://prnt.sc/1xd6vyw

Expected:

Screen from v5 https://prnt.sc/1xd4o4n AND filter https://prnt.sc/1xd6xfq

Custom Module - create/update item

Add ‘Release Date’ field to the layout of the form for creating and updating an item with a custom module

1) creating https://www.screencast.com/t/LOdThMS6beL

<label>Release Date</label>

<input type="datetime-local" name="prop_ReleaseDate" value="" >

2) update https://www.screencast.com/t/FAQTcDc2lr33

<label>Release Date</label>

<input type="datetime-local" name="prop_ReleaseDate" value="{{this.ReleaseDate | date: "%Y-%m-%dT%H:%M"}}" >

Show more less
New Feature

Zapier Integration

Zapier integration to handle the connection between Treepl CMS and apps that Zappier supports.
Support of the following Zapier integrations:

Triggers (should be performed by Treepl once appropriate action is made in the CMS):

  • New Module Item
  • Updated Module Item
  • New CRM Member
  • Updated CRM Member
  • New CRM Form Submission
  • Updated CRM Form Submission
  • New CRM Booking Subscription
  • Updated...
  • Extensions
v 6.6 Release date: 11 May, 2022

Full Release Notes

BACKLOG

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)
  • Gift Voucher Email (From, Subject fields)
  • 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

  • {{"&lt;br&gt;" | 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

BUG FIXES

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:

User-agent:*
Disallow:

Sitemap: link to sitemap as it is now

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

Show more less
New Feature

Event Anniversary Emails

The ability to send a custom email to the subscriber with information about the event they had purchased and anniversary emails to subscribers based on the course date ie. -3, +3 so you can easily remind participants of the event and then request feedback about it.
And being able to download a report of all event participants.


  • BC Equivalent
  • Emails
  • Events
  • Workflow
New Feature

Preview And Draft Mode For Pages And Module Items

The ability to save a draft and preview this, before the page/item is published.

  • BC Equivalent
  • Custom Modules
  • Pages and Templates
Improvement

Add Shipping Address Fields to Form

Add Shipping Address fields to System Form Properties.

Shipping Address
Shipping City
Shipping State
Shipping Zip
Shipping Country
  • BC Equivalent
  • Forms
Improvement

Custom Modules - Show Image thumbnail in Table Columns

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.
  • Custom Modules
Improvement

Custom reCAPTCHA Key Setup

Ability to setup your own reCAPTCHA key to the particular site (in such way you will have all reCAPTHA statistics in google reCAPTCHA dashboard).
  • Forms
  • Secure Zones
Improvement

eCommerce User Input Field For Products

Request for BC Equivalent Functionality - The ability to add a user-input field to a product listing to capture details specific to that product. For example - embroidery on a shirt, message on flowers or icing on a cake etc.

This is functionality that BC provided and appears to be common in eCommerce solutions, it would be great to...
  • BC Equivalent
  • Ecommerce
Improvement

{{order}} Object To Be Generally Available

Currently, the Liquid {{order}} object is accessible only in the system Invoice layout.

If possible, requesting this be made generally available - the same as the other form submission related objects: {{formSubmissionData}}, {{workflow}} and {{member}}.

ie: in the forms autoresponder fields, workflow notification email fields and the forms JSON response/confirmation page (system or custom page)....
  • Liquid
Improvement

Related Products Alphabetised

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...
  • Admin Panel
  • BC Equivalent
  • Ecommerce
v 6.5 Release date: 16 Mar, 2022

Full Release Notes

BACKLOG

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

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
  • 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"
}

BUG FIXES

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.

Show more less
New Feature

API Access - open up the API (phase #1)

Opening up the API for authorised access to site data would really enhance the already excellent functions available within each site. It could allow access to site data for external software, programs and other websites and I believe would increase the appeal of the platform.

Current phase API's:
1) AUTH
- Retrieve access token

2) CRM ORDERS
...
  • API
  • BC Equivalent
New Feature

New Service (Enterprise)

Details and presentation coming soon 😏
Improvement

Customers And Products Report

Currently, the system will allow for a report on Customers and Orders, which can be filtered by Product, however, the results display ALL of the customer’s products in the order that contains the product that you’re filtering by. What we really need to is to be able to see all customers who purchased a specific product – but without displaying...
  • BC Equivalent
  • CRM
  • General
Improvement

Improved Custom Reporting

Custom Reports would be generated significantly faster than before.
Improved Custom Reporting would be available through feature flag (disabled by default).
You need to enable it manually for each site if you want to experience the improvement.
  • CRM
v 6.4 Release date: 07 Feb, 2022

Full Release Notes

BACKLOG

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:

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

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)
  • 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

BUG FIXES

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
Show more less
New Feature

Page Rollback Option

Roll back function on pages, custom modules etc.

  • Admin Panel
  • BC Equivalent
  • Custom Modules
New Feature

Website Backup

Extra add-on that allows performing scheduled automatic backups of FTP files and database of the site saving it to an archive that can be stored locally or within a 3rd party storage service (Dropbox, Google Drive, etc.).
  • Extensions
v 6.3 Release date: 24 Nov, 2021

Full Release Notes

Features

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)

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

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

Bug Fixes

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
Show more less
New Feature

Recurring Products

Abiity to create products with rucurring subscription.
It will operate similar way it did in BC.
  • BC Equivalent
  • Ecommerce
Improvement

OSE Editor (former nICE)

nICE editor functionality with removed jQuery dependency.
v 6.2.0 - 6.2.1 Release date: 13 Oct, 2021

Full Release Notes

6.2.1

Features

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:

External ID

Item Name

Url Slug

Parents

Test SubItem

test-subitem

/module-slug/test-parent

Test Parent

test-parent

/module-slug

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 ";":

Parents

/module-slug;/module-slug/test-parent

  • 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)

Visitor is logged in user

FALSE

TRUE

ToShow

See table 3

FALSE

ToCache

See table 2

FALSE

(2)

ShoppingCartIsNullOrEmpty

TRUE

FALSE

UsedShoppingCartOnPage

TRUE

FALSE

TRUE

FALSE

ToCache

TRUE

FALSE

TRUE

(3)

ShoppingCartIsNullOrEmpty

TRUE

FALSE

UsedShoppingCartOnPage

TRUE

FALSE

TRUE

FALSE

ToShow

TRUE

FALSE

TRUE

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

Bug Fixes

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

6.2.0

Public Backlog Features

Unassign secure zone from front-end

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:

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

Create mailing list based on custom report

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)

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

Native Comments

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:

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;

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

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:

Component type: "comments"

{% component type:"comments", moduleItemId:"123", limit:"10",  layout:"", commentLayout:"", collectionVariable:"" %}
General component Default Layout (/cms-assets/layouts/comments/template.layout):
<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>
Comment layout (/cms-assets/layouts/comments/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/delete/{{comment.id}}" method="post">
            <input type="submit" value="Delete"/>
        </form>
    </div>
{% endfor %}

Component Toolbox

Add both components to

  • Comments
    • Thread List
    • Flat List
Ecommerce: Ability To Print And Re-send An Invoice From The Order (CRM) (Print Invoice + shipping layouts)

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).

Bug Fixes

An issue with grouped items import After the products import, the grouped items were broken if the shipping was enabled for products.
Shipping Option - Radio button can't be enabled with the "Handling Charge" setting
  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
Bambora - order is created in Bambora, but not created in the admin
  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
Custom report - Advanced CRM group does not display in reports
  1. Create an Advanced CRM group and assigned it to Contact
  2. Create custom report -> Contact and Secure Zone - no info from CRM group
Copying a site without custom properties After copying a site in Custom Module item for a CRM data source field was empty
Orders - does not send an email when the status changes. When I change the status CRM>Orders, the system updates the status but doesn't send the email.
The detail layout is being returned instead of the list layout layout When the grouped product was selected from the dropdown, the detail layout was displayed instead of the list layout was displayed instead of the list layout.
Email - incorrect tags display These tags aren't displayed correctly {{this.FormSubmissionData.Fields.Custom}} and {{this.FormSubmissionData.Fields.System}}
Catalogs - deleted catalogs
  1. Components->Ecommerce-> List of Catalogs -> Filter values - deleted catalog are displayed
Discount codes - stopped working Some discount codes are not applied correctly on the front-end
Events - double import doesn't work
  1. Go to Events
  2. Create an Event group and import files from attachments twice
  3. The error gets displayed after the second import
Email - Workflow Notification The form name is displayed incorrectly in the Workflow Notification email
Tree view on items
  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
Default shopping_cart - doesn't work The default shopping_cart summary layout does not seem to be rendering anything.
Custom Module - random view works incorrectly Initial randomized order of items won’t remain when navigating the pagination
Checkout form - incorrect info in admin On checkout, when the user puts in shipping address, shipping city and shipping zipcode, that data overwrites the data the user has populated address, city and zipcode with. Does the user leave the shipping address blank on checkout, data the user has given as address for the crm gets deleted.
Bambora, PayPal - an email with “_”
  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
Customize table - error on list when createing same name in columns
  1. Create Property with name Description
  2. Try to display this column on a table - error returned (validation required)
Event - not rendering {{this.parent.id}}
  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
Customized column - "Supplier" column missing
  1. Go to any custom module->table and set up Supplier column
  2. Go to list of custom modules items - no Supplier is displayed
Custom Report - no filtering by "form fields" Custom reports couldn’t be generated by the form custom fields.
Show more less
New Feature

Native Comments

Ability to add comments to modules of the site.

Comments Zapier integration:
Triggers:

  • New Comment
  • Updated Comment
    Actions:
  • Create new comment
  • Update comment
    Searches:
  • Find Comment

Some features for comments:

  • Comments may be threaded (i.e. commenters have the ability to 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.
  • Ability to paginate comments
  • Ability to link...
  • BC Equivalent
  • Blogs
  • Custom Modules
  • General
Improvement

Ecommerce: Ability To Print And Re-send An Invoice From The Order (CRM)

Like in BC it would be nice if one could print (style would be taken from Invoice email content) the invoice for the customer that you would included with the product when sending it to the customer.
Ability to print would also include shipping layouts (Packing Slip, Package Label layouts)

At the moment we would need to do all...
  • BC Equivalent
  • Ecommerce
v 6.1.4 - 6.1.8 Release date: 06 Sep, 2021

Full Release Notes

6.1.4 Blog search Search within blog doesn’t work.
6.1.4 Time zone Time zone bug: the Release date and Expiry dates are displayed incorrectly.
6.1.4 Custom module

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

searchScope is only searching on the last property in the search string. eg: only items with FieldTwo == Test Two are displayed:

searchScope: "{'prop_FieldOne':'Test One','prop_FieldTwo':'Test Two'}"

If the property order around is switched, only items with FieldOne == Test One are displayed: searchScope: "{'prop_FieldTwo':'Test Two','prop_FieldOne':'Test One'}" All queries other than the last one are ignored.
6.1.4 Events The following error is displayed: "Liquid Error: Field not found in row: CustomerTypeName" instead of the event payment form for the logged in user. If the user is not logged in, the form displays fine.
6.1.4 Setup Analytics Google script is being inserted even if no analytics is set up (https://prnt.sc/1e1b4lx - there is no account ID in this script).
6.1.4 Liquid CRM Filtration by customer ID for the cases, orders, bookings lists and custom CRM group output.
6.1.4 Liquid Roll back the output of arrays in liquid with wrapping in [] .
6.1.4 Products and Events Optimize products, events, related items, grouped items, and favorites functions
6.1.4 Custom modules If you render {{this}}, "Parent": null, ParentName and ParentUrl are missing on the page in the page folder.
6.1.4 SEO This condition doesn't work: https://prnt.sc/1d358hv, when rendering {{this.SEOTitle}} on the system pages, nothing is rendered.
6.1.4 Liquid The Id isn't rendered in the "orders" FormatSetting component: https://prnt.sc/1dzy1h8, therefore currency custom settings do not apply.
6.1.4 Admin Simplified view doesn't work when using drag and drop: https://www.dropbox.com/s/0qb9s0hyao24xuw/Screen%20Recording%202021-07-12%20at%2009.47.32.mov?dl=0
6.1.4 Admin Ecommerce -> Catalogs -> Tree view -> Open a folder - products containing in this folder do not display: https://www.dropbox.com/s/66mdut9q90iamlj/Screen%20Recording%202021-07-12%20at%2010.37.39.mov?dl=0
6.1.4 Admin Custom module -> Settings -> Table-> add "Meta title" -> the content isn't displayed: https://prnt.sc/1b0pnk6
6.1.4 Admin Customize table in Custom Module -> set up Added by - > the information isn't displayed on the list: https://prnt.sc/1bppzw6
6.1.4 Admin Empty snippet -> create empty snippet -> add this snippet to the page -> there's a liquid error on the front end
6.1.4 CRM When an admin user outputs information about contacts on the page {% component type: "CRMContacts", collectionVariable: "crm" %}, there is an extra token field that the admin user should not see. And an admin user who has different tokens is rendered multiple times: https://prnt.sc/1gnkgv4
6.1.4 ID Keep old ids (one-digit) mapping to the new ones (four-digit) for the following
- Workflow
- Mailing list
- Secure Zone"
6.1.4 Export Custom module export bug: the custom properties were missing in the Excel file.
6.1.4 Export If there were more than 2 products in the order, the products were displayed incorrectly in the Excel file (https://prnt.sc/1gmcjwz).
6.1.4 Export Custom modules incorrect custom fields order output to the Excel doc.
6.1.4 Import After catalog import, only the root folder was applied to products.
6.1.4 Import Bug: Internal error when importing the custom module.
6.1.4 Shipping Options The test shipping option couldn't be deleted from the admin if it was selected in the order.
6.1.4 Blog "Internal error" after selecting the author for the blog.
6.1.4 Event Even if the "Enable Bookings" checkbox was disabled, the events weren't displayed on the frontend.
6.1.4 Orders/cases With 6.1.4 if the payment is canceled by the payment provider, there will be an error message after the form submission attempt, the case and order won't be created and therefore the workflow and autoresponder won't be sent.
6.1.4 Sitemap The sitemap was generated incorrectly if the expiry date and release date were disabled in the custom module.
6.1.4 FormSubmissionData {{FormSubmission.Order.ShippingAddress}} tag wasn't working correctly for the autoresponder, workflow and invoice.
6.1.4 Setup Analytics The Tracking ID and View ID couldn't be saved in the "Setup Analytics" tab.
6.1.4 "Allow listing CRM contacts data" checkbox Saving bug: the value of the "Allow listing CRM contacts data" checkbox wasn't saved properly (https://prnt.sc/1gmrhhs).
6.1.4 ID Bug: incorrect user and form submission ID in the autoresponder.
6.1.4 ID Note: If during the implementation you've hardcoded the IDs (e.g. secure zone or customer IDs), you'll need to change these IDs to the new ones.
6.1.4 Custom Module Custom module create/edit functions:

1) The code (create/edit) is generated in the incorrect order: http://joxi.ru/v29Y8y7CR8ddK2
2) The categories are not saved: http://joxi.ru/nAy1g6eTa7yaYA
3) The tags from the form are not rendered to the front end: http://joxi.ru/E2pZxnMT4lOvbr
4) There's an error "access forbidden" after creating though an item is being created.
5) After editing the custom module the layout is changed to the default one: http://joxi.ru/n2YJo0YU73Gk3A
6) The redirect doesn't work when creating/editing (for instance, <input type="hidden" name="redirectURL" value="/my-new-confirmation-page">) a custom module: http://joxi.ru/gmvXNVjCdkyvdA
6.1.4 Secure Zone Create a form with a paid (daily) secure zone -> set up a form autoresponder {{this}} -> incorrect info about secure zone is rendered: https://prnt.sc/1ginqhf
6.1.4 Liquid (concurrent processes error) Intermittent liquid error when rendering menus: "Liquid Error: The process cannot access the file 'D:\iis\websites\4085\25585\ftp\Content\MenuLayouts\new_main_menu\Main Menu\menu.layout' because it is being used by another process.
6.1.4 Liquid (concurrent processes error) Intermittent liquid error when viewing catalogs: "Liquid Error: Exception while reading from stream"
6.1.4 Event Orders-> internal error when viewing Event Boooking: https://prnt.sc/1g2al3l
6.1.4 Products (favorites) Liquid error when rendering favorites with includeItemData: "true". The error disappears after changing it to "false".
6.1.4 Admin "Added to shoping cart" functionality doesn't work: product -> inventory tab -> "added to shoping cart" parameters do not display: https://www.dropbox.com/s/1az3wm0ig089ypn/inventory.webm?dl=0
6.1.4 Advanced CRM Groups Advanced CRM Groups fields are missing in the workflows (with form submissions enabled)
6.1.4 Advanced CRM Groups The fields from the custom CRM groups aren't rendered to the "Thank you" page: https://prnt.sc/1ga33rm
6.1.4 Product The link from a product to an author doesn't work correctly: product -> select Author and click Preview -> 404 error in console: https://www.dropbox.com/s/eja63dh6kksz8en/authors.webm?dl=0
6.1.4 Currency 1) Default currency format isn't displayed correctly: https://prnt.sc/1bsbyjo;
2) Set up custom symbol for currency https://prnt.sc/1bscao9 after the change to default, it doesn't display correctly on the product detail: https://prnt.sc/1bsdhex
6.1.4 Payment Payments -> delete Paypal Flow: http://joxi.ru/1A5YkJRCzeG0wA
6.1.5 Calendar Today button has disappeared: http://joxi.ru/brRxondHLKYGP2.
6.1.5 Custom modules Select "Use default template" in the custom module settings - create an item and select "Use default template" - incorrect template is being displayed: https://prnt.sc/1be0xnr.
6.1.5 Custom modules One custom module can be parent and child at the same time: https://www.dropbox.com/s/dqzw6cxkzz15mgc/bug%20parent-child.webm?dl=0.
6.1.5 Products, Custom modules "Disable all items from Site Search" checkbox doesn't work in the custom module and products settings for the new items, same with the expiry date: http://joxi.ru/Q2KZoqjTyDG7Rm http://joxi.ru/DmBYjR7Cge1oxr.
6.1.5 Form The items order on the "thank you" page does not match the order in the form builder:http://joxi.ru/GrqakBVtRZpp3r.
The Main CSS https://prnt.sc/19hh8o2 (and other head elements) are added irrespective of the settings here: https://prnt.sc/19hhanz. Same issue is with the reCAPTCHA: https://prnt.sc/19hhd48.
6.1.5 CRM/Custom report Timeout error when exporting multiple contacts.
6.1.5 Create Advanced CRM Group with some fields -> add another field after saving and click on "save" https://prnt.sc/1h02s0g -> previous fields will disappear: https://prnt.sc/1h02w8x.
6.1.5 System Page Add ability to update "deferred-order-payment" system page template. Add currentMemberOnly: "false" to the component type:"orders".
6.1.5 Shopping cart Incorrect display of the title in the shopping cart: shopping_cart.
6.1.5 Custom reports Pagination from the second page doesn't work: https://prnt.sc/1hj8clg.
6.1.5 WYSIWYG Add styles to the text and click on "save": https://prnt.sc/1gna5l4 - code view - the styles are displayed correctly: https://prnt.sc/1gnalqy - go back to WYSIWYG, remove styles and click on "save": https://prnt.sc/1gnawij - code view - the styles are still there: https://prnt.sc/1gnb80r.
6.1.5 Events

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.

6.1.5 URL Redirect 1) URLs are trimmed: http://joxi.ru/L21BOJ3tzP8YxA
2) The redirect to the external site looks like this: http://joxi.ru/vAW8oeVTBJgk1r
6.1.5 Optimization All pages connected with eCommerce are working slowly.
6.1.5 Category module_category_list is not rendering the category IDs. The IDs are visible in the JSON collection output but do not render when looping {% component type: "module_category_list", module: "Blog Post", collectionVariable: "test" %} <pre>{{test}}</pre> <pre>{{test.Items[0].Id}}</pre>
6.1.5

Custom module

If "Enable bookings" checkbox is enabled https://prnt.sc/1ibjad4, the items aren't displayed on the front end.
6.1.5

Custom module

If "Enable bookings" checkbox is enabled https://prnt.sc/1ibjad4 and {{this}} is rendered on the item detail, the information on "hide when full", etc. related to the event will be missing.
6.1.5 Secure zone Internal error when removing subscriptions: https://prnt.sc/1irc8u7
6.1.5

Custom module

Selected and saved categoiries can't be rolled back, they are coming back after clicking on "save": https://www.dropbox.com/s/cr3sy9zbrd1b1ey/categories.webm?dl=0
6.1.5 Media Downloads DWG and DXF file formats weren't supported for media downloads.
6.1.5 Email Marketing The API Key value wasn't saved in the "API Provider" tab.
6.1.5 Custom modules, Update Form Custom module Update Form bug: the update form wasn't adding the "/" before the image URL. Also, the custom properties were deleted after the custom module was updated.
6.1.5 Custom module The field information and custom properties were displayed incorrectly in the workflow.
6.1.5 Pages Only folders were shown and the pages were missing in the "pages" tab on the tree view after the page folder was edited and the "back" button was clicked.
6.1.5 Form / form submission The form submissions had the incorrect time. The same issue was with event bookings.
6.1.5 Recaptcha "Create Login", "Reset password" and "Update Account" form bug: if the Recaptcha v2 or v3 was set up, the error was displayed after the form submission.
6.1.5 Recaptcha Bug: the user could submit a form without passing the Recaptcha verification. This affected the "Login", "Reset password" and "Update" forms.
6.1.5 Form / form submission The autoresponder and workflow weren't sent after the form submission.
6.1.5 Emails The system emails weren't sent.
6.1.5 Form The redirect wasn't working for the "secure zone login" functionality and the user was redirected to the error page after logging into the secure zone.
6.1.5 Pages The "Make item secure" functionality wasn't working correctly for pages and folders, the checkbox with the secure zone name couldn't be disabled.
6.1.5 Email Templates The changes weren't displayed in the invoice even though the system template was edited.
6.1.6 Shipping Shipping providers integration optimization.
6.1.6 Delete selected All the snippets/Content templates/Workflows/Workflow Emails/Email Templates/Mailing Lists are highlighted and deleted when selecting "delete selected":https://www.dropbox.com/s/1pm1ldstpjtsb6v/SNIPPETS%20DELETE.webm?dl=0
6.1.6 FTP Pages -> duplicate a page -> wait for 2 minutes -> root -> a duplicate folder is being displayed: https://prnt.sc/1ib3wpu
6.1.6 Workflow Create a workflow https://prnt.sc/1j0d0cf -> assign it to the form -> submit a form -> an error is being displayed: https://prnt.sc/1j0d5bh
6.1.6 Contacts Update account settings -> "Allow listing my contact data in the CMS" isn't displayed from the front-end
6.1.6 Import Import file in custom module (file will send in telegram) -> display 500 error https://prnt.sc/1ibfppj
6.1.6 Optimization The page form-submission-results keeps loading for a long time.
6.1.6 Stripe Portal The plan names do not match the secure zone name in Treepl after secure zone name update.
6.1.6 Mailing Lists Internal error when trying to subscribe a contact manually to the mailing lists in the contact detail [in 6.1.5]
6.1.6 Stripe one-time payment One-time payment form doesn't work: https://prnt.sc/1jbfi3k
6.1.6 Import in Contacts Contacts -> export -> import -> a 400 error is being displayed: https://prnt.sc/1imn9am
6.1.6 Admin The first country is "Mali" http://joxi.ru/Vm6Y13kCRgDQYr by default in the email marketing settings.
6.1.6 Authorize net Create a weekly paid secure zone -> pay for secure zone access -> an order is neither created nor secure zone is assigned to the user https://prnt.sc/1jflseu/, the form submissions are created
6.1.6 Site notifications The issue with the email delivery is now fixed (this applies to workflows, autoresponders, "reset password" and "Invite admin user" emails, etc.)
6.1.6 Shopping cart Bug: if two products were added to the shopping cart and one product was deleted, the error was displayed.
6.1.6 Stripe The shipping address was displayed incorrectly in Stripe (only the country information was passed to Stripe after the payment).
6.1.6 Pages BUG: the content was deleted in the parent folder when there was a URL conflict within the folder (identical URLs conflict).
6.1.6 FTP The pages weren't shown in the "Pages" tab after they were uploaded via FTP. The pages weren't visible in FTP either.
6.1.6 Bambora There was an issue with products purchase with the following settings for Bambora: https://prnt.sc/1mv8g20
6.1.6 Stripe / Bambora 3D secure / Pay with Pay Pal If two-step card payment was selected for one of the following gateways: Stripe, Bambora, "Pay with Paypal", the internal error was displayed after the payment.
6.1.6 Authorize net BUG: Even though the "Give one-day access before payment received" option was selected: http://joxi.net/DmBYjR7Cg9DaMr, the access wasn't granted to the user after payment.
6.1.6 Email domains If the domain wasn't verified (the "Failed" status was shown in the admin) and the "Retry" button was clicked, the "internal error" was shown: https://prnt.sc/1mv4jvd
6.1.6 Taxes Multiple identical tax codes were displayed in the dropdown on the shopping cart page if the user constantly logged in and logged out from the secure zone.
6.1.6 Cases BUG: this.case couldn't be displayed on the page, the "Liquid error" was shown instead.
6.1.7 Payment settings

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

6.1.7 Event booking

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

6.1.7 Email Marketing Set an API Provider -> then go to Mailing Lists and create new -> an error is being displayed: https://prnt.sc/1indmrm
6.1.7 Liquid

{{request.request_data.referrer}} changed from displaying relative URLs to absolute URLs.

6.1.7 Liquid The following tags do not work: {{this.formSubmissionData.fields.custom.Payment_ShippingAddress.value}} {{this.formSubmissionData.Fields.Custom.Payment_ShippingCity.value}} {{this.formSubmissionData.Fields.Custom.Payment_ShippingState.value}} {{this.formSubmissionData.Fields.Custom.Zip_Code.value}}
6.1.7 Event booking BUG: The event bookings were displayed without an event name after the event was purchased and then deleted.
6.1.7 Time zone The time was displayed incorrectly in admin in such cases: - for orders; - incorrect time for the {{this.order.invoiceDate}} tag;
6.1.7 Currency After adding a new currentcy, add a product with the price and configure payment settings, then delete a product and payment settings and try to delete the currency -> an error is being displayed: http://joxi.ru/n2YJo0YU7LYB5A
6.1.7 WYSIWYG BUG: If the image was inserted via WYSIWYG, the long image code was displayed in the code view instead of the short one.
6.1.8 Catalogs You can't assign parents to catalogs after "drag and drop", they are duplicated on clicking "save": https://www.dropbox.com/s/pk573kas4hatm6a/catalogs%20bug.webm?dl=0 Same issue with custom modules.
6.1.8 Checkout/forms with system fields If you go to the checkout forms and fill in all the fields (incl. zip, state, city or system city and address), everything works fine. If you don't fill all these fields on the checkout, the data the user has indicated as an address will be deleted in the site admin: https://prnt.sc/1qhjkbf
6.1.8 Import When importing products with grouped products, one of them is named as the default product name, the rest - the way they were named in the grouped products tab: http://joxi.ru/GrqakBVtRpDPbr http://joxi.ru/E2pZxnMT4Kqa1r
6.1.8 Custom Modules Parent categories disappeared after 6.1.7 release.
6.1.8 Liquid Attributes output on the products detail in stock:
v6 - http://joxi.ru/YmE5opqTGZw6gm without "S" in the end.
v5 - http://joxi.ru/vAW8oeVT3kgDDr with "S" in the end. This has been changed to match v5
6.1.8 SEO Select primary language in the SEO section http://joxi.ru/4Ak6Nxbc00WGP2 , it will be added to the page without a closing quotation mark: http://joxi.ru/EA4YD5MTvvLyQr <html lang="en> if the lang hasn't been added to the code. If you add it to the code, the result will be as follows: http://joxi.ru/4Ak6Nxbc00W882
6.1.8 Liquid 5.9.5 - {{this.InventoryProductVariations}} tag displayed such a data array: http://joxi.ru/4Ak6REZHjNy4V2With v6 you need to add specific tags to display elements of that data array:{{this.SKUCode}}, {{this.InStock}}, there's no access to PreOrder:http://joxi.ru/YmE5opqTGbDzRm http://joxi.ru/a2XNoY7TQ0aWWr
6.1.8 Email Domains Email domains shouldn't be case-sensitive: http://joxi.ru/xAeoWX8Ub0pwPm
6.1.8 Catalogs Incorrect display of the parents in the catalogs ("Simplified Tree View/ Tree View"): http://joxi.ru/Y2LaoD8tMk4bGA http://joxi.ru/BA0YlbaCvykXnr http://joxi.ru/8AnlnN3toZdkVm
6.1.8 Liquid Add this code to the detail/list layout: {% component itemId: "{{this.id}}", type: "ecommerce_buy_now", buttonName: "Order Now" %} {% component itemId: "{{this.id}}", type: "ecommerce_add_to_cart", buttonName: "Order Now" %} -> custom name won't be applied to buttons
6.1.8 Release/expiration date Release/expiration dates do not work in custom modules/events/blogs/faqs/products though inactive image is being displayed: http://joxi.ru/zAN3oBQI8EoR7r http://joxi.ru/4Ak6REZH0Q7ZV2 http://joxi.ru/Vm6Y13kCRy5aNr
6.1.8 Sitemap SEO -> select Enable Automation of sitemap https://prnt.sc/1qd0l8n -> go to Sitemap -> the automation doesn't work
6.1.8 Import with empty lines If you go to an Event and make an export (there should be several lines empty in the file) https://prnt.sc/1q2tqgj -> and then import the same file -> it results in an error in the site admin, however, the import will be completed with empty items: https://prnt.sc/1q2u0g0
6.1.8 Weighting If in addition to weighting in module items you'll add sorting by name to module output,the sorting by weighting will be ignored if filtering is in use. Without filtering weighting works correctly.
6.1.8 Custom module When you create/update an item from the front-end, the info from the FormSubmissionData won't be displayed in the workflow.
6.1.8 Create items from the front-end When you create/update an item from the front-end, incorrect time is displayed in the site admin: https://prnt.sc/1qhk320
6.1.8 Sitemap 1) Sitemap is generated with incorrect dates: https://prnt.sc/1r3wn51 2) Sitemap is generated with double URLS: http://joxi.net/82QXl4WC8Dzp6m
6.1.8 Large file export/import Temporary restriction: currently, you can import up to 600 products. This restriction will be lifted in the upcoming releases.
6.1.8 Pages (UI) After opening the pages in the list view and editing the page from the folder, this folder was added to the breadcrumbs. After clicking on this page from breadcrumbs, the "Analytics" page was opened in the admin.
6.1.8 Domain request The following tag wasn't working correctly: {% component type: "domain_settings", collectionVariable:"domain" %} <pre> {{domain}} </pre>
6.1.8 URL redirect The redirects with the .htm page suffix weren't working correctly (e.g. the redirect from contact.htm to contact)
6.1.8 Shipping Options When the new catalog was created, it wasn't displayed in the "Shipping options settings" tab. The similar issue was for discounts ("apply discount to selected catalog" checkbox).
6.1.8 Liquid The blog archives weren't displayed on the site when using this tag: {% component type:"module_archive", module:"Blog Post", parentItemId:"{{parentItemId}}", numberOfMonths: 2, layout:"/includes/archive.layout", sortBy:"date", sortOrder:"DESC" %}
6.1.8 Edit item from the front-end If the created select element is not "multiple" for the "custom module update form" and the "---" is selected on the front-end, the changes were not saved in the admin.
6.1.8 Search by custom module The search by the author wasn't working correctly in custom modules. The similar issue was for the "data source" drop down.
6.1.8 Custom Reports The custom reports weren't running if the following items were selected for "Contacts and Orders" report type: Contact ID, First Name, Email, Order ID, Date submission. Also, the custom reports weren't created with the form custom fields.
6.1.8 Order of attributes BUG: when the product was created, the attribute output was incorrect on the front-end.
6.1.8 Liquid BUG: {{this['SiteSearchKeywords']}} wasn't rendered on the page.
6.1.8 WWW domain The payment fields weren't displayed on the forms for the www domain, they worked correctly for the non-www version of the site.
6.1.8 Case sensitivity BUG: the email fields were case sensitive
6.1.8 Import of items with identical names If the items with identical names were added to the events export file, the incorrect URLs were displayed in the admin after the import of this file.
6.1.8 Liquid - The following tags weren't working without "this":
{{FormSubmissionData}}
{{Order}}
- These tags weren't displayed in the invoice: https://prnt.sc/1r1yn06 ;
- when {{this.order}} was added to the invoice, the CaseID wasn't displayed;
- when <pre>{{FormSubmission.Order.ShippingAddress}}</pre> was pasted to the order page, the required info wasn't displayed;
- when <pre>{{FormSubmissionData}}</pre> was pasted to the order page, the required info wasn't displayed.
6.1.8 Products import BUG: after deleting the IDs in the product export file and then importing this file, the following issues occurred: - the "prices" tab was blank; - the "internal error" was displayed in attributes, inventory, related items, grouped items.
6.1.8 Shopping cart The setting "Lifetime for shopping cart" was working incorrectly.
6.1.8 Time in event booking/one time payment form The incorrect payment time was displayed in the Orders -> "Payments" tab after purchasing the event or submitting a payment form (one-time payment).
Show more less
v 6.1.0-3 Release date: 21 Jul, 2021

Full Release Notes

6.1.0 Export Orders export doesn't work if large amounts are separated by commas and dots.
6.1.0 Site Search Site search returns 'site is being indexed'.
6.1.0 CRM Internal errror when registering to a Secure Zone.
6.1.0 Catalog 404 error when viewing catalogs on the site. It works correctly only when adding catalogs to the URL.
6.1.0 Secure Zone Logout from the Secure Zone doesn't work.
6.1.0 Archive Archives do not work correctly.
6.1.2.8 Form Autoresponder is missing content.
6.1.2.8 Secure Zone A second Secure Zone can't be assigned to a contact - the page keeps loading. If you assign 1 Secure Zone only - it works correctly.
6.1.2.8 Custom modules import/export Custom modules import/export issues:
1) There's an error if importing right after the export: https://prnt.sc/1dypkvi.
2) Incorrect property date is exported.
3) Templates aren't imported/exported correctly.
4) Modules categories aren't updated.
6.1.2.8 Custom modules Custom modules items preview doesn't work (404) if "еnable bookings" has been selected: http://prntscr.com/190pi2x.
6.1.2.8 JS is broken because of the ItemCategorieList.
6.1.2.8 Orders export Orders export works incosistently.
6.1.2.8 Titles There's an issue with titles output: a duplicate is rendered (both titles are rendered for the page and the folder.
6.1.2.8 Shopping cart Liquid error on the shopping cart even after resetting it to the default layout.
6.1.2.8 Secure Zone You can access a Secure Zone after the subscription has expired.
6.1.2.8 Products 500 error when creating a product.
6.1.2.8 It's impossible to render name and URL when adding data source to the custom properties. When rendering {{this}}, these fields are empty: http://prntscr.com/198uy0g.
6.1.2.8 Catalogs Internal error when viewing catalogs list. "An error occurred. (Exception while reading from stream)" on the product detail.
6.1.2.8 Site search Products aren't shown in the site search results.
6.1.2.8 Workflows and autoresponders aren't sent.
6.1.2.9 CRM Liquid error when rendering a contact and filtering by ID.
6.1.2.9 Product, relaited items Liquid error instead of related items: https://prnt.sc/1b43164.
6.1.2.9 Product, relaited items Liquid error wnen rendering related products: {% component source: "Products", itemId: "{{this.id}}", collectionVariable: "relatedProducts", type: "related_items" %} https://prnt.sc/1b44ccq.
6.1.2.9 Products export Issues when exporting products with SKU code: a new tab "Variation SKU Code" is added to the excel which doesn't exist in the properties.
Custom reports Custom reports -> select a report -> click on tab RESULTS -> endless loading.
6.1.2.9 Shopping cart CLEAR CART issue - > go to shopping cart and click on Clear Cart - it keeps redirecting.
6.1.2.9 Faqs Go to FAQS -> create a new item -> detail layout сan't be displayed.
6.1.2.9 Products attributes Products attributes issue: attributes order in the dropdown should match the backend: https://prnt.sc/1dzi7pl.
6.1.2.9 Sitemap After excluding some modules from the Sitemap they keep appearing in the Sitemap.
6.1.2.9 SEO SEO -> Primary Country and Primary Language settings are not displayed after clicking on the "save changes": https://prnt.sc/1dzsdzl, https://prnt.sc/1dzsjlp.
6.1.2.9 Admin user Internal error after trying to delete a contact or duplicating an admin user.
6.1.2.9 Products grouping "Group Items -> set up one product group https://prnt.sc/1dzv53y -> add this code to the page: {% component source: ""Products"", layout: ""List"", limit: ""100"", type: ""module"" %} only main group product should be displayed on the page: https://prnt.sc/1dzx1g2.
6.1.2.9 Admin Incorrect order deletion. When the order was deleted in the "Orders" tab, it wasn't deleted in the "Contatcs" -> particular contact -> "Orders" tab.
6.1.2.9 The order was showing in the export file even though it was deleted.
6.1.2.9 The "Email invoice" and "Send test email" functionality wasn't working (https://prnt.sc/1dzppf9).
6.1.2.9 Admin The search field wasn't working for dropdowns in the admin (e.g. https://prnt.sc/1dzs7kf).
6.1.2.9 System Email Issue with system email tags output. Now these tags are not case sensitive:
{{this.order}}
{{this.Order.Items[0]}}
{{this.customer}}
{{this.member}}
{{this.member}}
{{this.Member.SecureZone[0].Name}}
6.1.2.9 SKU code SKU code issue: when the product had been created using the generated SKU code and then this code was changed to the custom one, there was a synchronization issue.
Products and categories Error when creating the products and saving the categories: https://prnt.sc/1b3urrg.
6.1.2.9 Bambora Payment Gateway 1) The payment process wasn’t working with the two-step card payments and the “Redirect” checkout integration type (https://prnt.sc/1dzx3yt). 2) After the form submission, the list of the purchased products wasn’t displayed on the frontend with the “Inline” and “Modal” integration types.
6.1.2.9 Event Calendar Issue with the calendar output on the frontend.
6.1.2.9 Events When a paid event form was created, the event price wasn't displayed on the frontend. The total amount wasn't calculated correctly after changing the quantity. Also, the order was generated incorrectly.
Liquid tags The {{liquidContext}} tag wasn't working correctly for the invoice, workflow and autoresponder.
6.1.2.9 Liquid tags When the currency on the domain was being changed (custom symbol), the ToDomainMoneyFormat liquid filter wasn't changed: https://prnt.sc/1dxqfr5.
Export The custom properties and "parent" were displayed incorrectly in the products export spreadsheet.
Custom modules The "create/update custom module items from the frontend" functionality has been fixed.
6.1.2.9 Product Group "Liquid Error: Field not found in row: CategoryIdList" error was displayed on the frontend instead of "select" (e.g. product size options).
6.1.2.9 Case sensitivity Case sensativity of the alias name: {% component type: "snippet", alias: "menu_Desktop"%} and {% component type: "snippet", alias: "menu_desktop"%} - both options are working fine now. The same applies to SortBy: "weighting".
6.1.2.9 Form submissions output The form submissions of the particular logged-in user weren't displaying on the frontend.
6.1.2.9 Admin The "Enabled" checkbox wasn't working correctly. Even though the item was disabled, it was displaying on the frontend.
6.1.2.9 Products In the "attribute" dropdown the values were displayed twice.
6.1.3 Forms Even if the URL redirect was set up for the form, the redirect wasn't working.
6.1.3 Liquid tags The info about pagination wasn't displayed in the {{this}} tag for modules (custom modules, blog, etc.): https://skr.sh/s8oOfcT43ae
6.1.3 Blog Issue with the incorrect author ID in Blog.
6.1.3 Advance CRM group When rendering a CRM group field, all values are displayed instead of logged-in user ones.
Show more less
v 6.1 Release date: 30 Jun, 2021

Full Release Notes

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
Show more less
New Feature

Gift Cards And Discount Codes On Any Payment Forms

Ability to apply Discount Code and/or Gift Voucher on:
- General payment form
- Secure zone subscription form
- Event payment form
  • Ecommerce
  • Forms
  • Secure Zones
New Feature

Stripe Customer Portal

Add the ability for logged in users to get the Stripe Customer Portal page that belongs to the particular recurring order.
List of functionality available through the Stripe Customer Portal:
- Update credit card for the subscription
- Get billing history for the subscription
- Change subscription plan
- Cancel subscription
- Change user data (Email Address, Phone Number, etc.)
...
  • Ecommerce
Improvement

Account Created In Portal

In the Partner Portal in both the Live Site and Trial site settings, can we get a “Account Created” text field, which generates the exact date that the site was created? To go one step further, possibly if we can get the date the website went live?

So, Trial site settings would show: Date Trial Site was Created; and,
...
  • Admin Panel
Improvement

Custom Reports: Customer And Order logic extending

Add the following view and filter options to the "Customer And Order" report: - Product Name
- Product Attributes
- SKU Code
- Product Quantity
- Product Price
- Product Total Price
- Order Discount Price
- Order Discount Code
- Order Gift Voucher Price
- Order Gift Voucher
- Order Shipping Price
  • BC Equivalent
  • CRM
v 6.0 Release date: 04 Jun, 2021

Full Release Notes

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

Show more less
New Feature

Bulk Assignment Of Pages To A Template

Ability to assign several pages to a template via admin interface.

  • Pages and Templates
  • UI/UX
Improvement

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

The ability to search in Blog posts just like in pages, snippets, Custom Modules etc.

  • Blogs
  • UI/UX
Improvement

BONUS: Add “Format” To Code Editor

Button for formating code correctly. code-editor-formating.png
  • BC Equivalent
  • UI/UX
Improvement

Implement reCaptcha v3 For System Forms/login

DESCRIPTION:
Depreciate the need to use recaptcha v2 on login forms and any other system form (I can only think of the account password update form, but there may be others).

BENEFIT:
Logins are always a barrier for end-users and bring along a whole set of additional user issues.
Implementing recaptcha v3 just helps make this process more user-friendly and...

  • General
  • Secure Zones
Improvement

Module Introductory Note: allow adding an introductory paragraph to the module list view

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...
  • Admin Panel
  • Custom Modules
Improvement

New Architecture

This is the biggest update to Treepl CMS ever. We will be organizing a separate meeting to present all the changes and opportunities that the new architecture brings to the platform. Stay tuned.
  • General
  • Infrastructure
  • Liquid
Improvement

Show Discount Codes In Backend

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

discountCode.png

  • Ecommerce
Improvement

Show/Hide Inactive/Disabled Items

The ability to show/hide inactive/disabled items across the modules of the admin panel.

· showing all enabled and disabled
· showing just enabled
· showing just disabled
  • Admin Panel
  • Custom Modules
v 5.9.5 Release date: 22 Apr, 2021

Full Release Notes

v5.9.5

BACKLOG

Default list layout for favorites list

Added default list layout for favorites (list of all items added to favorites).

Default layout will render: Name, description and URL to item.

New layout file created `list.layout` at `/cms-assets/layouts/favorites/` (https://prnt.sc/10v7n7j)

Admin Component Manager:

  • Rename `CRM > Favorites` to `CRM > Add to Favorites Button`
  • Add `itemId` param. Add item search to this field if `source` selected (preset with `{{this.id}}`)
  • Remove limit param from this area (it only makes sense for favorites list)
  • Add CRM > Favorites list
  • Preset list layout with path to new layout file `/cms-assets/layouts/favorites/list.layout` (https://prnt.sc/10vbu8z).

BACKLOG

Shopping cart Javascript events and triggers

Added the ability to customise the ecommerce javascript functionality.
A set of Javascript events for various eCommerce functions have been added for “Before”, “After” and “Trigger” events.

These events have now been documented here:

https://docs.treepl.co/ecommerce/shopping-cart-javascript#secShopEvents

------------------------------------------------

Added ability to rewrite ecommerce alert messages.

This has now been documented here:

https://docs.treepl.co/ecommerce/shopping-cart-javascript#secOverrideAlerts

BACKLOG

Improve Stripe payment error messages and payment form `onsubmit`

Submit flow for payment forms and/or recaptcha v3 forms has been reworked.

Backend:


`formSubmissionData
` object (for both JSON response and Liquid) now will always have `FormRedirectLink` property.

Value will be either:

  • system thank you page for the form
  • custom redirect link (from redirectURL hidden field for that the form)
  • or redirect URL for Payment_Method==Paypal or bamboraEU (redirect) payment gateway

NOTE: `FormRedirectLink` will be set even if there are errors in the `ErrorMessages` property. If you go to the link without checking for errors – they will be set to `formSubmissionData` Liquid object on that page as well, but only for the first page load.

Frontend:

Improve reCaptcha v3 and payment JS.

Added new custom event that will be triggered after all reCaptcha v3 validations (instead of the regular `submit` event)

These events allows you to:
-
Add any additional validation actions and stop the form submit via `event.preventDefault();` function.
-
Perform AJAX submit of the form (with already validated recaptcha token and payment data)

See documentation for these events and example here:
https://docs.treepl.co/ecommerce/shopping-cart-javascript#secPaymentFormEvents

BACKLOG

Add Release date to Add/edit item forms

Add `prop_ReleaseDate` to the add and edit module item HTML forms, retrieved via the Component Manager/Toolbox.

Add ability to use `prop_Enable` to add/edit module item controllers.
On ADD form
; if `prop_Enable` is specified in form submission - apply its value only if there is no admin approval required rules in place for the module.

BACKLOG

Liquid improvement: Ability to use variables in {% for %} tag

Ability to use `limit` and `offset` param value via variables (not just via pure numbers).

Example:

{% assign array = "1,2,3,4,5,6,7,8,9" | split: "," %}

{% assign lim = 3 %}

{% assign off  = 3 %}

{% for item in array limit: lim offset: off reversed %}

{{item}}<br>

{% endfor %}

Ability to use
from and to param value via variables (not just via pure numbers).

Example:

{% assign from = 1 %}

{% assign to = 5 %}

{% for item in (from..to) %}

{{item}}<br>

{% endfor %}

Before update, such code caused:
Liquid Error: Object reference not set to an instance of an object.

BUG

Fix secure zone assignment via forms with  Payment Method == Cash

Now, secure zone should be assigned once payment is added to the order and its status changed to paid.

BUG

Volume Discount applying fix

Now, volume discount applies based on SUM of quantities of all product variations instead of applying per variation only.

Show more less
New Feature

Shopping cart JS events and triggers

"Before" Callbacks

"Before" callbacks could be used for additional custom js logic and could interrupt event process.
Process could be interupted via event.preventDefault(); function.

Syntax

document.addEventListener("CMS_BeforeExample", function(event)
{
var data = event.data;
//custom code here
});

List of callbacks (see release notes)

"After" Callbacks

"After" callbacks could be used in order to retrieve data that...

  • Ecommerce
New Feature

Template MAX

One big universal template with all the features and functionalities that Treepl offers: TEMPLATE MAX
  • Templates
Improvement

Ability to use variables in for tag

Ability to use limit and offset param value via variables.
Not only via pure numbers.
Example:

{% assign array = "1,2,3,4,5,6,7,8,9" | split: "," %}
{% assign lim = 3 %}
{% assign offset  = 3 %}

{% for item in array limit:lim offset: offset  reversed %}
    //{{item}}
{% endfor %}
Ability to use from and...
  • Liquid
Improvement

Add ReleaseDate and Enabled properties to add/edit module item form for logged in users

Add prop_ReleaseDate to add and edit module item HTML forms, retrieved via toolbox.
Add ability to use prop_Enable in add and edit module item HTML forms.
- On ADD form - if prop_Enable specified in form submission - apply it's value only if there is no admin verification required for the module
  • Custom Modules
Improvement

Default list layout for favorites list

Add default list layout for favorites (list of all items added to favorites) and insert in to blank.
Use output of Name, description and url only

Rename CRM > Favorites to CRM > Add to Favorites Button
- Add itemId param. Add item search to the field if source selected.
-- preset by {{this.id}} (similar to how it works on...
  • General
Improvement

Improve Stripe payment error messages and payment form onsubmit

Add CMS_CustomSubmit event that will be triggered for all payment forms including forms with reCaptcha v3
Add CMS_triggerHandlePayment trigger that will allow to finalize payment process if form will be sent via ajax inside CMS_CustomSubmit event handler.
Add CMS_AfterFormPaymentHandled event that will be triggered once all payment processes are made.
See release notes for more details.
  • Ecommerce
v 5.9.2 Release date: 28 Jan, 2021

Full Release Notes

v5.9.1

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"
v5.9.2

BACKLOG

Customize Analytics

1) Analytics Customization

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

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
  • 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
  • CRM -> Event bookings

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.

Show more less
New Feature

Hair Salon Template

New template: Hair Salon
  • Templates
Improvement

Bonus: Add Ability To Get File’s URL In File Manager

Problem:
It’s hard for users to get file URLs from the file manager.
Proposed solution:
Add a new menu item, “Copy URL”, under file actions dropdown that allows a user to copy the file’s url.
Here:
URL-file-manager1.png
It would also be nice if the file name was linked to the file location in list (non-tree)...
  • File Manager
Improvement

Customize Analytics

Ability to edit admin's "Analytics" page:.
- Rename page and blocks
- Rearrange and resize blocks
- Change or hide data inside blocks
- Set data range
- Add extra analytics
Available starting "Pro" plan.
  • Analytics
v 5.9 Release date: 16 Dec, 2020

Full Release Notes

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:

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/...

Show more less
New Feature

Custom Client Notes For Custom Fields

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 a image field, the note might read "This image is displayed as the thumbnail on your Team Members page and idealy...
  • Custom Modules
New Feature

Save to Favorites

Add ‘Save to Favourites’ functionality to eCommerce.
  • BC Equivalent
  • Ecommerce
New Feature

Set Custom Icons For Nested Module Items In Tree View

The ability to change the icon

nested-custom-icon.png

  • Custom Modules
Improvement

Add Default Styling For Pagination

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...

  • Blogs
  • Custom Modules
Improvement

Admin UI changes (v5.9)

- Admin Proof Read/Suggestions: Admin Proof Read.docx
- Add info with site name and username to the header: See design
- Fix search in the data source. Currently, the search is working just from the start of the line.
- Alphabetic sorting of data sources.
- Alphabetic sorting of tags + button to sort from A to Z.
...
  • Admin Panel
  • UI/UX
Improvement

"Already Taken" URL Validation

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

Misc Improvements (v5.9)

- Set 404, 403 and 401 status codes when showing appropriate system pages
- Improve GDPR control, Contacts and advanced CRM groups
- Ability to "Favorite" a module item
- CRM -> Bookings: Export to Excel to be filtered by form name?
  • Admin Panel
  • General
  • UI/UX
Improvement

Pages/Template/General Editing Window

Make the editing area fill the vertical space in the browser window.

editing-window.png
  • Admin Panel
  • Pages and Templates
Improvement

Recent Item Section

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

  • UI/UX
Improvement

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

Implement the icons in “Content” section that are already under the components insertion list.

icons-content-section.png
  • Admin Panel
v 5.8 Release date: 18 Nov, 2020

Full Release Notes

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.

Show more less
New Feature

Customizable Commissions

[Agency feature]
Ability to add commission on top of the CMS plan for sites customer chose to pay directly.
Instant distributed payments (PayPal).
  • Admin Panel
Improvement

Branded Subdomain

Ability to create trial sites Partner's or Agency's primary domain.
Domain management section available from the Treepl Portal.
  • BC Equivalent
  • Treepl Portal
v 5.7 Release date: 28 Oct, 2020

Full Release Notes

BACKLOG

Agency Plan:
Payment + Site activation steps on site

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

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

2) Billing from the admin

Add Billing button to the "gear" menu

Design

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


Once clicked show Billing page

Design

Link to terms and conditions:

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

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

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

3) Domain Activation Steps

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

Design:

https://invis.io/QSYWMTYD4W6

Add ability to:

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

BACKLOG

Agency Plan:
Custom logo for individual site

1) Add Custom branding menu

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

Design:

Design

2) Add Custom Branding Page

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

Design:

Design

3) Custom Branding functionality

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

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

BACKLOG

Agency Plan:
Portal users

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

DESIGN

https://invis.io/N3YUAKE28BK

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

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

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

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

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

2) Add lazy create process on CMS sites

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

3) Portal user influence to admin users UI and restrictions

Portal user should:

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

BACKLOG

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

1) Implement new share module functionality

DESIGN:

https://invis.io/RAYV4SIEFGP

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

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

When clicking ’Export’:

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

When clicking ’Import’:

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

2) Implement Import/Export logic

Export:

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

Import:

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

Else:

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

BACKLOG

Default setting for availability for search engines

1) Add default configuration setting

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

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

Location:

https://prnt.sc/ua8j6a

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

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

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

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

DESIGN:

https://invis.io/3WYTDG1PKEQ

BACKLOG

Custom Reports needing export of Secure Zone members

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

SETTINGS:

- hide Form Filter when this type is selected

FIELDS:

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

- Secure Zone Membership Fields:

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

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

FILTERS:

- Add Secure Zone Membership Fields to the filters:

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


2) Add human-friendly labels for all other types

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

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

References:

Backlog Source

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

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

BACKLOG

Shipping option price limitation config

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

Options (dropdown):

  • subtotal with tax (default)
  • subtotal without tax

Logic:

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

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

BACKLOG

Setup primary domain to be first in SEO canonical link helper

Improve canonical link helper:

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

http://prntscr.com/v9z3i7

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

BUG

Secure/Non Secure form submission folder form setting

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

Show more less
New Feature

Bill Clients Directly

The ability to bill clients directly. Enabled via Treepl Portal, paid via site admin.
  • Admin Panel
New Feature

Default setting for availability for search engines

View design

Properties -> Default Properties:
Add ability to enable item for search engines once created.

Preselect it for following system modules
- Blog Post
- Page
- Page Folder
- Blog
- Event Groups
- Events

When new module created - preselect that setting by default
  • SEO
New Feature

New account level: AGENCY

All new features and capabilities are listed on our updated Reseller Program page.
  • Treepl Portal
Improvement

Custom Reports needing export of Secure Zone members

Ability to export Secure Zone members from CRM.
  • Secure Zones
v 5.6 Release date: 08 Oct, 2020

Full Release Notes

BACKLOG

Sitemap.xml Exclude Module List

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

Includes all system and custom module names to select.

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

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

Apply logic:

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

Note:

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

Source:

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

BACKLOG

Email Verification flow improvement

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

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

BACKLOG

Add reply-to sender for workflows

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

BACKLOG

Secure/Unsecure form submission folder

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

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

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

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

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

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

Source:

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

BACKLOG

Update CRM Contact Group on ‘Update Account’ form

1) ‘Update Account’ system form improvement:

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

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

2) ’Update Account’ Form in toolbox update:

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

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

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

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

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

When user uploads file on edit account form submission:

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

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

BACKLOG

Advanced CRM groups on custom reports (+export)

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

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

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

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

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

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

3) Improve sorting on results tab

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

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


4) Fix report results headers

BACKLOG

CRM import/export + advanced CRM groups

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

Export:

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

Import:

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

2) Implement "Get Import Template" button

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

DESIGN:

https://invis.io/VMYECYV6ZGQ

BACKLOG

module_tag_list and module_category_list improvement

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

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

Add additional table that will hold the following data:

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

Update this table on:

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

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

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

BACKLOG

Export of orders

Add ability to call export for Orders

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

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

Column Headers:

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

BACKLOG

Exporting Subscribers from Events

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

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

BACKLOG

Rounding Formula for Taxation Engine

Implement rounding algorithm that will be based on:

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

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

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

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

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

  • subTotalPrice
  • grandTotalPrice
  • totalPrice
  • totalPriceExcludingTaxAndGiftVoucherAmount
  • totalPriceExcludingTax

Example of algorithm:

BACKLOG

"Tax Never Applies" option for price

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

Logic:

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

Add this checkbox for:


Also add it to Products import/export data

BACKLOG

Shipping and tax improvements

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

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

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

  • Tax applies to (multiselect dropdown list)
    Determines if taxes should be applied to selected entities or not
    - shipping options (selected by default)
    - gift vouchers (selected by default)
  • Auto-select tax if only one option available (boolean - default value ’true’)
    Determines if the single tax in the tax dropdown be automatically selected when a user comes to the shopping cart and/or changing country.
  • Hide tax selector if only one option available (boolean - default value ’false’)
    Determines if the tax dropdown be hidden by JS if there is only one tax option available.
  • Enable tax dropdown (boolean - default value ’true’)
    Determines if {% component type: "tax_codes" %} component renders the tax dropdown or not.
    Also determines if server-side validation should require it or not.
  • Shipping Countries (multiselect dropdown list - default empty list)
    • -- list of all countries --
      Also provides the ability to select all options. So the user can easily select all and then deselect the few not needed.
    • Logic:
      determines what country list will be shown when rendering the component {% component type: "countries" %}
      - if value is empty - show all countries. Otherwise show only selected countries
      - if {% component type:"countries", allowedCountries:"US,AU" %} has ’allowedCountries’ param - use its list of countries instead of shop setting (component param overrides shop settings).
  • Choose Default Country (dropdown - default = null)
    • -- list of all countries selected in Shipping Countries dropdown --
    • Logic:
      Determines what country should be automatically selected when a user comes to the shopping cart.
  • Make shipping country required (boolean - default ’false’)
    Determines if country dropdown can be deselected or not

BACKLOG

Do not skip selected shipping options

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

When any of the following processes occured:

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

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

BACKLOG

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

Improve sorting of module items functionality on {% component type: "module" %} and {% component type: "module_of_member" %} via a new parameter for the component:

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

Add this new parameter to the toolbox for:

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

BACKLOG

‘CRMCustomGroup’ component type alias to ‘CRMContactCustomGroup’

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

So {% component type: "CRMCustomGroup" %} will do the same as {% component type: "CRMContactCustomGroup" %}

BACKLOG

Group products JS and liquid logic

Product Grouping on Detail Layout improvements:

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

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

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

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

  • this
  • si
  • siteinformation
  • request

3) Add ‘this.URL’ to the liquid context of each item in {% component type: "grouped_items" %}.

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

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

Product Grouping on List Layout improvements:

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

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


2) Add custom wrapper to list layout if it contains any grouped products (if layout contains {% component type: "grouped_items" %}) and if the 'object' param is set to 'item' http://prntscr.com/tzf1n2 (wrap same as in detail layout above)

NOTE:

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

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

4) Fix group order

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

Example of BC product groups:

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

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

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

jQuery example of event handler:

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

BACKLOG

Feature flags changes (v5.6)

Apply following changes to feature flags:

Remove flag from the system:

  • Advanced URL manager

Move to internal flags AND set enabled

  • New liquid engine & nICE 2.0
  • Advanced payment flow

BACKLOG

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

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

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

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

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

Source:

MISC

Admin Proof Read/Suggestions (Part 1)

Here is a Google Doc with all admin wording suggestions.

Minor text changes in most cases.

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


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

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

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

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

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

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

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

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

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

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

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

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

13. [✔ ] In the Form “Settings”, perhaps add an ‘s’ to “Workflow” and “Secure Zone” labels (since multiple items can be selected).

And, below this, the term “Autoresponder” is probably more widely used instead of “Auto-response” (not a big deal though)

15. [✔ ] In Secure Zone “Members” tab, the “Emails” column header should probably just be “Email” (without the ‘s’)

16. [✔ ] As above, the same change for “CRM” > “Contacts” list

17. [✔ ] In “CRM” > “Contacts”, when adding a new contact, perhaps change “E-mail” field label to “Email” for consistency

18. [✔ ] In “Form Submissions”, perhaps change the column heading of “Date Submission” to “Submission Date” or “Date Submitted”

19. [ ✔] In “CRM” > “Orders”, when viewing the “Payments” tab, perhaps use a capital ‘C’ in “Amount Captured” column heading (for consistent title-case use)

20. [✔ ] In “Email Marketing” > “Email Campaigns” in the ‘Settings’ tab, for the “Schedule Delivery” option, perhaps change to just “Delivery”.

21. [✔ ] In “Email Marketing” > “Mailing Lists”, under ‘Subscribers’ tab, perhaps adjust “Emails” column heading to just “Email”

22. [ ✔] In “Email Marketing” > “API Provider”, adjust page heading to use a capital ‘P’ for “provider”

24. [✔] On the ‘Catalogs’ tab when editing a Product, perhaps add heading above the selection boxes to make it a little clearer what’s what

25. [ ✔] On the ‘Inventory’ tab when editing a Product, perhaps use title-case for the ‘Added to shopping cart’ label making it ‘Added to Shopping Cart’ (for consistency)

26. [ ✔] Similar to point 24) above, perhaps add headings to the selection boxes

27. [ ✔] Under ‘Grouped Items’ tab when editing a Product, perhaps use title-case for the “Main product” checkbox label (for consistency)

28. [ ✔] Under the ‘SEO’ tab for ALL module types, perhaps reword and title-case the “<head> section extra” label, possibly: “<head> Section Additions” or “Additional <head> Code”

29. [ ✔] In ALL module ‘Settings’ page, use title-case for the ‘Site User Permissions’ checkbox labels. And perhaps change “Auto-response” heading to the more widely used “Autoresponder”

32. [ ✔] For ALL module “Table” tab, consider using title-case for the ‘Add new column’ heading so it reads “Add New Column” (in the side panel when adding a column)

35. [✔ ] Under a Shipping Options “Settings” tab, consider adjusting the “Show Shipping option to” label to title-case so it reads: “Show Shipping Option to”

37. [ ✔] Under “eCommerce” > “Settings” → ‘Manage Status’ tab, consider adjusting for title-case

39. [ ✔] Under “Reports” > “Custom Reports”, when editing a Report, the help bubble for “Settings” and “Form Filter” need adjusting.

For “Settings”, it still refers to the previous naming of “Make Public” but should now be “Make Sharable”

41. [ ✔] Under “Settings” > “Domains” and ‘Site Domains’ tab, consider adjusting for title-case in the sidebar for editing ‘Currency and Format’ and ‘Country’

42. [ ✔] ...as above, also in the ‘Email Domains’ tab when adding a new domain, adjust for title-case

44. [ ✔] Under “Settings” > “Admin Users”, column header and edit field label say “E-mail” consider changing to “Email”.

Also note edit panel heading to title-case

45. [✔ ] Under “Settings” > “Admin Menu Configurator”, consider adjusting headings and buttons for title-case

46. [ ✔] Under “Settings” > “Setup Analytics”, consider correcting “Id” to “ID”

48. [ ✔] Under “SEO” rename the “Pages search engine settings:” label to be more clear (since this option enables/disables ALL module item content, not just Pages).

Something like “Global ‘Show for Search Engines’” with maybe even a paragraph under this heading, or a help bubble, describing what it does exactly,

BACKLOG

Fix truncate liquid string filter

Fix liquid ‘truncate’ filter so if second param is NULL (http://prntscr.com/ui7qip) then apply "..." string as suffix.

And if second param is an empty string "" (http://prntscr.com/ui7r3k) then apply an empty string "" as suffix.

Source:

https://forum.treepl.co/t/request-withdrawn-implement-truncate-words-liquid-string-filter/491

BACKLOG

Improve pay by cash and offline payment namings

1) Rename 'offline-credit-card-payment' system page (https://prnt.sc/spcfi5)

- Change name and URL to 'deferred-order-payment'.

2) Rename Offline Credit Card Payment system email (https://prnt.sc/spcg1w)

- Change name to 'Deferred Order Payment'.

- Change value of the 'this.offlinePaymentPageURL' according to the new URL of 'deferred-order-payment' system page.

- Change Subject to ’Pay Order #{{this.order.id}}’.

3) Change offline credit card payment namings (https://prnt.sc/spcer0)

- Change 'Offline Credit Card Payment' to 'Deferred Order Payment'.

- Change 'Send Offline Credit Card Payment' to 'Send Deferred Order Payment Email'.

- Change 'Pay By Credit Card' to 'Pay Order'.

BACKLOG

Add ability to track offline payment

1) Provide ability to track offline payment for the order

- Rename 'Paid By Cash' (http://prntscr.com/ui8sv8) to 'Add Offline Payment'.

- When clicking on it the sidebar panel appears http://prntscr.com/ui8u0m.

- Make 'Payment Type' a dropdown to be active and provide the following options (instead of 'Offline'):

  • Cash (default)
  • Cheque
  • EFT
  • Money Order
  • Other
  • Credit Card

Add additional fields to the payment form:

Once payment added - it's type should be shown in the table http://prntscr.com/ui8x7v

Rename all existing ’Offline Payment’ types to 'Cash'

BACKLOG

Add "ID" to customizable columns

Add ability to choose 'ID' property for the custom columns http://prntscr.com/tjg8az.

If selected - show item ID in the list view table according to the custom columns display rules.

BACKLOG

Override quantity field with Product Minimum Units

1) Add validation for shopping cart ’change quantity’ and product ’add to cart’ actions:

  • validate that total quantity after add or change action is between Minimum Units and Maximum Units http://prntscr.com/tjp1fc
  • if Minimum Units is empty - default value is 1
  • if Maximum Units is empty - default value is infinity

2) Show error messages once validation is not passed:

  • quantity > Maximum Units:
    ERROR: Quantity entered is too large, please enter a smaller quantity.
  • quantity < Minimum Units:
    ERROR: Quantity entered is too small, please enter a larger quantity.

3) Change default layout (/cms-assets/layouts/ecommerce_item_quantity/default.layout)

From:

<input type="number" data-ecommerce_product_quantity_field="{{this.id}}" value="1"/>

To:

<input type="number" data-ecommerce_product_quantity_field="{{this.id}}" {% if this.minimumUnits > 0 %}min="{{this.minimumUnits}}"{% endif %} {% if this.maximumUnits > 0 %}max="{{this.maximumUnits}}"{% endif %} value="{% if this.minimumUnits > 0 and this.params.quantity == null %}{{this.minimumUnits}}{% else %}{{this.params.quantity | default: 1}}{% endif %}"/>

4) Fix bug: ’this.params’ object is not filled by custom params.
As a result such record {% component itemId: "{{this.Id}}", type: "ecommerce_item_quantity", quantity:"10" %} isn't rendered with quantity = 10 when it should.

Source:

https://forum.treepl.co/t/over-ride-quantity-field-with-product-minimum-units/1104

BACKLOG

Add SKU code as default column for the product

Example: https://prnt.sc/slw24j

Update defaults only. If custom columns have been implemented do not update.

BACKLOG

‘Products’, ‘Shopping_Cart’, ‘Order’ object extending

Add following properties to the 'Product' (order line), 'Shopping_Cart' and 'Order' objects:

  • taxCode
  • taxCodeHtml
    • Product (order line)
    • Shopping_Cart
    • Order objects
  • unitRecommendedPrice
  • unitRecommendedPriceHtml
  • unitRecommendedTaxPrice
  • unitRecommendedTaxPriceHtml
  • unitRecommendedTotalPrice
  • unitRecommendedTotalPriceHtml
  • onSale
    • Product (order line) object

BACKLOG

Property (type media) - apply URL partial encode for liquid

Improve module item liquid object for ‘Media’ type properties in {% component type: "module" %} and {% component type: "module_of_member" %}:

If property type is 'Media' - launch the following algorithm to its value:

  • extract file name from file path (file name is between last "/" and "end of string" OR "?")
  • apply URL encode to the name
  • join path and name back together
  • place the value back to the property

The value of the 'Media' property still should be un-encoded on edit item form in the admin.

Also update "copy to clipboard" links so they return encoded filename https://prnt.sc/uu6ljx

Eg: So if an item would have a value like "/pdf/myPdf#2.pdf?downloadable=1" it will be encoded like "/pdf/myPdf%232.pdf?downloadable=1" and placing {{this.myPdf}} into the href attribute of the link will not break the file accessibility. For example: <a href="{{this.myPdf}}">Download PDF<a>

BACKLOG

Add module ID/alias to the item object (LIQUID)

Extend module item object by adding following properties

  • Module_ID
  • Module_Alias

BACKLOG

Add {{this[‘LastUpdatedDate’]}} to properties list (toolbox)

Add {{this[‘LastUpdatedDate’]}} to properties list in ’Module’ -> ‘Layout’ -> ’Properties’ toolbox.
It exists, just not listed.

https://prnt.sc/mm2pop

BACKLOG

Duplicate Workflows functionality

Provide ability to duplicate Workflows to copy workflow instance:

  • with the same list of ’Recipients’
  • linked to the same ’Workflow Email’

BACKLOG

Add browser Cache control headers

Add this header to all file requests (max age of 7 days):

“Cache-Control: private, max-age=604800”

BUG

date liquid filter fixes

Fix/implement following patterns for date filter (that is based on http://strftime.net/):

1) Implement %w pattern:

  • Weekday as a decimal number, where 0 is Sunday and 6 is Saturday.
    Example: {{ "now" | date: "%w" }}

2) Fix %v pattern for VMS date format: http://prntscr.com/ttaz4n

3) Implement %Z pattern:

  • should show name of the timezone set for the site (use same values as for liquid's {{request.timezone}} object)

4) Fix %z pattern:

  • shows +00:00 but should be -05:00 (if the site timezone is set to -5) (use same values as for liquid's {{request.timezone}} object)
Show more less
New Feature

BONUS: US-2 Data Center (Virginia)

New data center: US (Virginia)
  • Infrastructure
Improvement

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

The ability to have notifications on both creating and editing items.

Would we be able to allow the programatic triggering of Workflows for Custom Module create/edit forms, like we have for general forms: https://docs.treepl.co/documentation_group/content-modules/forms#secTriggerWorkflows and this will allows us to configure Workflow/s for whatever condition we need.

  • Custom Modules
  • Workflow
Improvement

Feature Flags Changes (v5.6)

IMPORTANT!
Enable and hide following feature flags for
all (!) live sites:
- Advanced payment flow (Read article: MIGRATING TO ADVANCED PAYMENT FLOW)
- New liquid engine & nICE 2.0 (Read article: MIGRATING FROM LIQUID 1.0 TO 2.0)
  • Ecommerce
  • General
  • Liquid
  • On-Site Editor
Improvement

Misc Improvements (v5.6)

- Sitemap.xml Exclude Module List
- Update CRM Contact Group on edit account form
- Advanced CRM groups on custom reports (+export)
- CRM import/export + advanced CRM groups
- Group products JS and Liquid logic
- Rounding Formula for Taxation Engine
- Shipping and tax improvements
- module_tag_list and module_category_list improvement
- Export of orders
- Exporting Subscribers from...
  • CRM
  • Ecommerce
  • SEO
Improvement

User Submitted File Upload To Specific Folder (+ secure/unsecure submitted files)

The ability to assign a custom folder path for user-submitted media objects.
This should also apply in the admin - so when selecting a file the file manager opens to the defined folder.
The ability to setup custom folder path to be secured (only admin have access) or unsecured (anyone with the link have access).
  • Custom Modules
v 5.5 Release date: 20 Aug, 2020

Full Release Notes

BACKLOG

File Manager:
Files/folder lazy loading

Improve file manager to use lazy loading functionality (to show only those elements that are visible on screen) in order to prevent long loading of the files and folders when there are a lot of files and/or sub-folders.

Once user scrolls the active area, show following elements and hide previous so browser would not be overloaded.

BACKLOG

Custom Shipping Layouts Bug

eCommerce JS should not overwrite the <options> layout entirely.
Option layout should be taken from the ’data-cms_cart_shipping_option_name_layout’ attribute that is located on the <select> tag.

If no data attribute would be found - js will use default option name layout.

Back-end:

Default layout should be improved by adding ’data-cms_cart_shipping_option_name_layout="{itemName} ({itemPrice})"’ to the select tag http://prntscr.com/tcue19

BACKLOG

3rd Party Shipping Integration:
Order States and Tracking Info Management

1) Add two system fields to the ’Order’ item in the admin (after Invoice Date http://prntscr.com/tb49jp):

  • AWB Number
  • Tracking URL (as an active link)

Also added to the ‘Order’ liquid object.

2) Provide ability to edit some Order details: http://prntscr.com/tb48qa

  • Status Type (rename label to Status)
  • Invoice Date

3) Add new admin panel page: ‘Ecommerce’ > ‘Settings’:

Move here Shopping cart life time setting from Misc settings (https://prnt.sc/sw1toc)

4) Order Statuses should be reworked:

DESIGN http://prntscr.com/u6s8kg.

Add ’Manage Statuses’ Tab to ’eCommerce’ -> ‘Shop Settings’ page


Provide Ability to Create, Update, Delete Status and change their order in the dropdown on the ’eCommerce’ -> ‘Shop Settings’ -> ’Manage Statuses Page’ (http://prntscr.com/u6s8s9)

Add/Edit contains following fields:

  • Status Name (required)
  • Type (not editable. For display purposes only)
    • Custom (default)
    • New
    • AwaitingPayment
    • PendingCharge
    • PaymentCanceled
    • Paid
  • Workflow (multi-select)
    • Not Set (default)
    • --- list of workflows ---
  • Notify Customer
    • boolean (default false)

Provide following delete logic:

  • Only Statuses with Type=’Custom’ could be deleted.
  • Don't show delete button and don't execute delete operation on statuses that has type other than ’Custom’

Pre-create following statuses (set all to: Workflow=Not Set, Notify Customer=False)

  • New (selected when order is created)
  • Awaiting Payment (selected when create order via checkout form)
  • Pending Charge (selected when two step card payment successfully placed funds for the order on hold)
  • Payment Canceled (selected when: admin canceled the pending charge payment, or, pending charge payment was expired and as a result was canceled)
  • Success (selected when CMS retrieves a message from payment provider that payment was successfully processed)
  • Payment Failed (selected when CMS retrieves a message from payment provider that payment failed)

Remap all orders with current enum statuses as follows:

  • AwaitingPayment => Awaiting Payment (Type=AwaitingPayment)
  • Succeed => Success (Type=Paid)
  • Failed => Payment Failed (Type=PaymentFailed)
  • New => New (Type=New)

5) Add new system email (‘Email Notifications’ > ‘System Emails’):

  • ‘Order Status Changed’
  • Order Status
    • dropdown of all order statuses.
    • based on the selected status, show associated ’System Email Details’ and ’Content’ fields.
    • store ’System Email Details’ and ’Content’ fields data for each Order Status separately.
    • store this set of system emails on FTP in separate folder:
      • /Content/SystemEmails/OrderStatusChanged/[[order-status-name]].html
      • each time when new custom order status will be created - create [[order-status-name]].html file
      • each time when custom order status name will be changed- changed [[order-status-name]].html file
      • apply FTP synchronization to these files (update file content will update Content field of the email)

Liquid scope for "this":

  • order
  • oldOrderStatus
  • customer
  • siteUrl

eg:
Dear {{this.customer.firstname}},
The status of your order (#{{this.order.invoiceNumber}}) has been changed from {{this.oldOrderStatus}} to {{this.order.status}}.

6) Add functionality to the order status change event:

When changed (manually or via backend flow logic) - get new status settings and

  • send ’Order Status Changed’ system email if ’Notify Customer’ setting is True
  • send all selected workflows that are selected in the ’Workflow’ setting (if there is a workflow selected)

BACKLOG

3rd Party Shipping Integration:
(BASE LOGIC)

1) Shop Measurements Setup

Add the following settings to the ’eCommerce’ -> Settings’.

Determines the unit of measure to be applied to the Shipping options and Products Width, Height, Depth and Weight for the calculation of shipping price.

Preset kg and cm for all sites in Database by default.

Options:

  • dimension:
    • cm (default)
    • in
    • mm
    • m
    • ft
    • yd
  • weight:
    • kg (default)
    • lb
    • oz
    • g

2) Shipping Option Integration Setup

Modify the shipping option Details form according to the following fields order:

  • Name
  • Currency / Country
  • Type (new extended list)
    • User Defined
    • FedEx
    • UPS
    • USPS
    • Canada Post
    • Australia Post
    • New Zealand Post
  • Tax Code
  • Price

Once any type with Shipping Integration selected- hide ’Price’ fields and show additional fields specific to the selected shipping provider:

  • Origin Zip/Postcode (string)
  • Shipping Provider Services (dropdown)

unique fields for the particular shipping provider including api access params.
BC Example for each shipping provides:

3) Shipping option integration on front-end UI

Design: http://prntscr.com/u6s6cf

When shipping option that has shipping provider integration is selected, show additional input field: “Destination Zip/PostCode”

  • If shipping provider accepts any other additional fields that affects the cost - show them (For example: “Address is residential” field for UPS Air https://prnt.sc/talnkb, https://prnt.sc/talo94)
  • Once zip is entered - request available shipping Options from the shipping provider via API and show them under ’Destination Zip/PostCode’
    (here is an example of shipping options retrieving for FedEx https://www.fedex.com/lite/lite-ship.html?locale=en_us&cntry_code=us#address)
  • If there are several options available for the destination - provide the ability to choose one.
  • If there are only one option available - preselect it.
  • if no options available - show message "No shipping options available for this destination".
  • if any error occured - show error message.

4) Shipping option display based on order rules

Shipping options that have shipping provider integration should follow the same rules as currently works for ’User Defined’ shipping options (Shipping Option -> Settings tab).

This includes:

  • measurement constraints
  • price constraints
  • limit delivery to country
  • exclude if purchase from catalogs

5) Shipping Price Calculation Rules

Once shipping provider returns the options and their prices - extract ’shippingTaxRate’, ‘shippingPrice’ based on the response data (if no tax set in the CMS the tax info will be taken from the shipping integrator if provided).

Then recalculate base shipping price by adding any ’Handling Charge’ and ’Additional Per item Handling Charge’.

And then recalculate ’shippingTaxPrice’, ‘shippingTotal’ and all other related prices like it works for ’user defined’ shipping options.

Set resulting values to the liquid object of the shopping cart.

Return to UI prices that already includes ’Handling Charge’, ’Additional Per item Handling Charge’ and ’taxPrice’. Basically the ’shippingTotal’ (https://prnt.sc/talnkb)

6) Checkout form improvement based on the shipping providers integration

Set zip code field to disabled (it is not allowed to be changed) and pre-filled by the value chosen on the shopping cart step (similar to how country is pre-selected based on the country selected on the shopping cart and not allowed to be changed).

BACKLOG

3rd Party Shipping Integration:
Liquid component tag for shipping providers additional fields

Add new component tag for "shippingProvidesFields":

{% component type:"shippingProvidesFields", collectionVariable:"", layout:"" %}

  • collectionVariable (not required) - works the same way as in 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.

Item context: empty

Default virtual layout:
<div data-cms_cart_shipping_provider_fields_holder></div>

BACKLOG

3rd Party Shipping Integration:
(FedEx)

Implement Shipping provider API according to BASE LOGIC API: https://www.fedex.com/en-us/developer.html

BACKLOG

3rd Party Shipping Integration:
(UPS)

Implement Shipping provider API according to BASE LOGIC API: https://www.ups.com/upsdeveloperkit?loc=en_US

BACKLOG

3rd Party Shipping Integration:
(USPS)

Implement Shipping provider API according to BASE LOGIC API: https://www.usps.com/business/web-tools-apis/documentation-updates.htm
and
https://www.usps.com/business/web-tools-apis/rate-calculator-api.pdf

BACKLOG

3rd Party Shipping Integration:
(Canada Post)

Implement Shipping provider API according to BASE LOGIC API: https://www.canadapost.ca/cpo/mc/business/productsservices/developers/services/rating/getrates/default.jsf

BACKLOG

3rd Party Shipping Integration:
(Australia Post)

Implement Shipping provider API according to BASE LOGIC API: https://developers.auspost.com.au/

BACKLOG

3rd Party Shipping Integration:
(New Zealand Post)

Implement Shipping provider API according to BASE LOGIC API:
https://www.nzpost.co.nz/business/developer-resource-centre

BACKLOG

2 Factor Auth for admin portal

1) Implement 2FA for the Treepl SSO service (Use google authenticator)

2) enable 2FA on edit account (partner portal): http://prntscr.com/u6s3zj

3) each time on login to portal or any site

  • show QR code and code field on separate page after successful login (if 2FA not set up for the current user)
    http://prntscr.com/u6s4y8
  • show code field on separate page after successful login (if 2FA is set up for the current user) (without QR code)

4) add ability to enable 2FA for the site on site details and show indicator on sites list

  • similar checkbox setting as on edit profile
  • show if 2FA is enabled for the site

5) for site admin users (if 2FA for the site is enabled) each time on login:

  • show QR code and code field on separate page after successful login (if 2FA not set up for the current user)
    http://prntscr.com/u6s4y8
  • show code field on separate page after successful login (if 2FA is set up for the current user) (without QR code)

BACKLOG

Replace old order.totalHtmlPrice and remove property

Replace all occurrences of ’totalHtmlPrice’ to ’totalPriceHtml’ within order or shopping cart objects in following places:

  • System emails:
    • Supplier Notification
    • Invoice
    • OfflineCreditCardPayment
  • Forms:
    • Checkout
  • System Pages:
    • offline-credit-card-payment
    • order-receipt
    • shopping_cart

ATTENTION:

Custom includes, layouts or snippets where totalHtmlPrice has been used as part of any custom logic will not be replaced. It needs to be replaced to totalPriceHtml by the partner manually.

BACKLOG

Payment gateways:
Paypal

1) Create support for Paypal Payment gateway.

2) Gateway logic should support following flows of capturing price:

  • ‘Instant payment’ (charge money right away)


Places for logic to be implemented in:

  • ‘Settings’ -> ’Payment’:
    Provide ability to setup API credentials for Paypal
  • Page rendering function:
    Setup auto-add Paypal payment scripts in <head> section (similar to how it's done for eway and stripe)
  • Payment form submit processor:
    Setup charging process via Paypal API using token retrieved from formData

Forum Backlog: https://treepl.co/public-backlog-state/coming-next/paypal-payment-gateway

BACKLOG

Payment gateways:
Authorize.net

1) Create support for Authorize.net Payment gateway.

2) Gateway logic should support following flows of capturing price:

  • ‘Instant payment’ (charge money right away)

Places for logic to be implemented in:

  • ‘Settings’ -> ’Payment’:
    Provide ability to setup API credentials for Authorize.net
  • Page rendering function:
    Setup auto-add authorize payment scripts in <head> section similar to how it's done for eway and stripe
  • Payment form submit processor:
    Setup charging process via Authorize.net API using token retrieved from formData

BACKLOG

{% break %} and {% continue %} not working in liquid 2.0

Example:

{% for item in (1..10) %}
{{item}}<br>

{% if item == 6 %} THIS SHOULD BREAK HERE! <br>{% break %} {% endif %}

{% endfor %}

<br>

<hr>

<br>

{% for item in (1..10) %}

{% if item >= 6 %} THIS SHOULD CONTINUE HERE! <br>{% continue %} {% endif %}

{{item}}<br>

{% endfor %}

Expected: https://prnt.sc/s7gxh0

Actual: https://prnt.sc/s7gyj1

Source:

https://forum.treepl.co/t/bug-break-not-working-within-if-statement-in-forloop/963

BACKLOG

Add module ID/alias to the Liquid item object

Extend module item object by adding following properties:

  • Module_ID
  • Module_Alias

BACKLOG

Increase File Manager Upload limit

Set the maximum length of content in a request to be 300MB in the File Manager.

Update the validation message when trying to upload more than 300MB.

BACKLOG

Banner system module release and expiry date

Upgrade module settings for ’Banner’ system module so it will have ’release’ and ’expiry’ date enabled by default.

BACKLOG

Show 404 Page when file is not found

Modify CMS error handler so if URL that leads to a file (.pdf, .doc, etc.) is not found - display 404 System Page.

BACKLOG

Add invoice number column to CRM -> Order list

Add new column on the CRM > Orders page: “Invoice number”

Example: https://prnt.sc/s7h68k

BACKLOG

Download from media type

Add Download button alongside media type fields and in the File Manager:

https://drive.google.com/file/d/1GFcEG2gjC5tNrcM8F_YX3N8EbebbSQXS/view?usp=sharing

BACKLOG

Data Source for system modules extending

Allow to select module for Data Source property from the FULL list of modules (system and custom modules)

Bug

Module archive fix

Fixed ‘module_archive’ component for items that belong to the current month (previously they were skipped).

Bug

Bug from forum - not correct code for Event Group

https://forum.treepl.co/t/possible-bug-in-event-group-component/1205

Toolbox generates incorrect code for event groups. Should be like this:

{% component source: "Event group", layout: "Detail", type: "module" %}

Show more less
New Feature

Authorize.net Payment Gateway

Auhtorize.net payment gateway for ecommerce and payable forms / events / subscriptions.

  • BC Equivalent
  • Ecommerce
New Feature

BONUS: 2FA (two-factor authentication)

The ability to enable 2FA (two-factor authentication) for site admin acccess and Treepl Portal access.
  • Admin Panel
  • General
New Feature

Ecommerce: 3rd Party Shipping Integration

Add 3rd party shipping APIs to eCommerce.

Integrations that partners have "voted" for:

· FedEx
· UPS
· USPS
· Canada Post
· Australia Post
· New Zealand Post

  • Ecommerce
New Feature

PayPal Payment Gateway

Paypal Standard (non seamless) and PayPal PayFlow (seamless) for ecommerce and payable forms / events / subscriptions.
  • BC Equivalent
  • Ecommerce
v 5.4 Release date: 13 Jul, 2020

Full Release Notes

BACKLOG

Payment Flow For Europe:
Two-step card payments

1) Add new setting to the form settings (show only if at least one of the selected payment gateways support Two-step card payments)

  • Payment Flow
    • Instant payment (default)
    • Two-step card payments

2) Payment gateways with Two-step card payments support:

  • Stripe
  • Bambora

3) Current payment flow logic is Instant payment.
Once
Two-step card payments selected and if payment gateway supports Two-step card payments - setup and apply following payment flow logic:

  • documentation (from Stripe)
    -
    https://stripe.com/docs/charges/placing-a-hold
    or
    -
    https://stripe.com/docs/payments/capture-later
  • Once user submitted a payment form - place required funds on hold.
  • Creating order, email notifications etc should be created/sent similar as for Instant payment flow but set cost to pending amount value. Set payment state to pending. Set Order state to pending charge.
  • Add ability on order -> payments to proceed hold payment https://prnt.sc/ruktxm
    • If clicked and payment proceed successfully - set payment state to Success
    • otherwise - set payment state to canceled and Order state to Payment Canceled.
  • If hold is expired (7 days period of hold) - then force change payment state to canceled. Order to Payment Canceled.
  • Add cancel button. Release the hold funds and payment state to canceled. Order state to Payment Canceled.
  • Failed order could be fixed via adding cash payment record or via deferred payment flow.
  • If order consists of downloadable products only - force process Instant payment flow

4) Add Amount captured column on the Order -> Payments table http://prntscr.com/tfci79

BACKLOG

Payment Flow For Europe:

Stripe for EU (SCA via 3D Secure)

1) Implement Strong Customer Authentication (SCA):

(SCA) is a regulatory requirement in effect as of September 14, 2019, that impacts many European online payments.
It requires customers to use two-factor authentication like 3D Secure to verify their purchase.

2) Add setting to stripe Payment Gateway (Enable 3D Secure)

Enabling this setting will force payment form to trigger Payment Intents flow with support of 3D Secure rather then Charges

3) Create new system page: Checkout payment (/checkout-payment)

4) Payment Intents flow will not ask you for card details on the form but once the form is sent - it should redirect you to Checkout payment system page.

In case you are paying for Event, secure zone subscription or general payment:

  • order should be created after payment is confirmed
  • secure zone subscription should be applied after payment is confirmed
  • event subscription should be added after payment is confirmed

5) If shopping cart total price was changed after user comes to Checkout payment system page - show validation error on submit:

“Price of the shopping cart was changed.
Please go back to the <a href="/shopping_cart">Shopping Cart</a> page, verify the data and re-submit the form.”

BACKLOG

Payment gateways:

Bambora Payment gateway

1) Create support for Bambora Payment gateway.

Use Norway and Switzerland logic version:

https://developer.bambora.com/europe/checkout/getting-started/create-payment

2) Gateway logic should support following flows of capturing price that should be configured via gateway settings (similar as for stripe):

  • Instant payment: charge money right away
  • Two-step card payments: place money on hold allowing to charge manually via order

3) Show error message if domain is not verified (endpoint is not valid error from bambora) on charging:

“The payment can't be processed. This domain is not verified by Bambora. Please contact their support in order to get the domain verified.”

BACKLOG

Custom Reports:

Builder

DESIGN http://prntscr.com/thh497

1) Add page and menu item: ‘Reports’ > ‘Custom Reports’

Provide ability to:

  • Add new report
  • list reports (with pagination 20 per page)
  • Show only reports marked as public or that were created by the current logged in Admin User


2) All functionality with Custom Reports is available starting from Pro plan.

3) Reports Builder:

SETTINGS

Save the report by name and set as public option that allows you to share the report with other admin users. If Make public set to false - you are the only one who will see this report.

TYPE

The type determines what fields should be collected for Fields and Filters steps and what entities should be collected for the final report.

- Contacts (default)

- Contacts and Cases

- Contacts and Orders

- Contacts and Event Bookings

FORM FILTER

Select a form (from all available web forms) to filter only those cases,orders or event bookings that belong to this form.

Show section only if type is one of:

- Contacts and Cases

- Contacts and Orders

- Contacts and Event Bookings

---------

FIELDS

Select Fields to be seen on report as column headers

  • Fields For Cases:
    • Case Id
    • Form name
    • Date Submission
  • Fields For Orders
    • Order Id
    • Form name
    • Date Submission
    • Currency
    • Country
    • Total Cost
    • Amount Paid
    • Pending Collection
    • Shipping Address
    • Shipping City
    • Shipping State
    • Shipping Zip Code
    • Shipping Country
    • Invoice Number
    • Invoice Date
    • Status
  • Fields For Booking Subscriptions
    • Booking Subscription Id
    • Form name
    • Booking Date
    • Allocation
    • Price
    • Event Id
    • Event Name
  • Contact fields
    • Contact
    • First name
    • Last Name
    • E-mail
    • Address
    • City
    • State
    • Zip Code
    • Country
    • Site
    • Phone
    • Status
    • Notes
    • Type
  • Form fields (show only if certain form was included for report)
    • <list of all selected form's custom fields>

---------

FILTERS

  • Field (to filter by)
    • <all fields available from the report type>
  • Condition options (depending on Field value type)
    • Equals
    • NotEqualTo
    • LessThan
    • GreaterThan
    • LessOrEqual
    • GreaterOrEqual
    • Contains
    • DoesNotContain
    • StartsWith
  • Value (depending on Field type)
    • if the field is general string or number type - show text field
    • if it's a dropdown or radiolist - show dropdown

Ability to add additional filtering rules

---------

RESULTS

Generate sortable and paginated results table.

Ability to export to Excel file.

BACKLOG

Custom Reports:

Export

Provide ability to export Custom report to Excel file.

Columns should be the same as the report.

BACKLOG

Import/Export of prices, attributes and inventory

Export format:

Add all system properties of the product after default properties and before custom properties

Product area should be defined as (http://prntscr.com/rhxeho):

  • (1) first line - info of the product and its relations
  • (2) all lines under with the same SKU code before end of file or another SKU code (SKU code should be same and present in all lines of the product data)

Add following fields for specific-serialized relations:

  • Parents [name of the parent module]. eg: `Catalog`
    • Value: [parent item urls separated by `;`].
      eg:
      `/catalog-1/sub-catalog;/catalog-1;/;`
  • Sale Price
    • Value: [country]-[currency]/[sale-price],[quantity for threshold option №1]/[price threshold option №1],[quantity for threshold option №2]/[price threshold option №2];
      eg: AU-AUD/30.00,2/26.00,5/22.00;AU-USD/20.00,10/18.00,100/16.00;

      NOTES:
      If no [currency] specified - use Currency-By-Country-Defaults.json mapper as default currency for country definition
  • Retail Price
    • Value: [country]-[currency]/[sale-price];
      eg:

    AU-AUD/30.00;AU-USD/20.00;

    NOTES:
    If no [currency] specified - use Currency-By-Country-Defaults.json mapper as default currency for country definition

  • Tax Code
    • Value: [country]/[tax_name or "Never"];
      eg:
      AU/Never;US/AZ;

      NOTES:
      If [tax_name] not set to the country or [tax_name] === ”Never”, do not apply tax
  • Grouping Product Codes
    • Value: [product_sku_code][Is_main_product];
      eg:
      sub_prod_1;main_prod*;sub_prod_2;

      NOTES:
      If [Is_main_product] == "*" then this product IS main. Otherwise this product IS NOT main.

      If several products shown to be main - use last one as main and ignore others.
  • Grouping Product Display Name
    • Value: [product_display_name];
      eg:
      Sub product 1;;Sub product 2;

      NOTES:
      Can be empty.
  • Related Products
    • Value: [product_sku_code];
      eg:
      HAYNM5AXVB;sub_prod_1;HMDP9271;
  • Low Stock Notification
    • Value: number
      eg:
      50

      NOTES:
      Greater than or equal to 0
  • Enable Inventory Control
    • Value: (boolean) true or false
      eg:
      Y or TRUE
      N or FALSE or empty
  • Can Pre-Order
    • Value: (boolean) true or false
      eg:
      Y or TRUE
      N or FALSE or empty
  • Hide if Out of Stock
    • Value: (boolean) true or false
      eg:
      Y or TRUE
      N or FALSE or empty
  • Attributes
    (ignore this cell value if product ALREADY EXIST AND has GENERATED VARIATIONS AND "Variations Enabled" cell != FALSE)
    • Value: (complex pattern described below, intended to be on one line)

      [attribute name][is_required]
      |
      [attribute_type]
      |
      [is_inventory_item]
      :
      [option_name]
      |
      [option_image_path]
      |
      [country]-[currency]
      /
      [option_price_1]
      |
      [country]-[currency]
      /
      [option_price_2]
      ,
      [option_name]
      |
      [option_image_path]
      |
      [country]-[currency]
      /
      [option_price_1]
      ,
      [option_name]
      ||
      [country]-[currency]
      /
      [option_price_1]
      ; (repeat)

      NOTES:
      I
      f no [currency] specified - use Currency-By-Country-Defaults.json mapper as default currency for country definition

      [option_name] CAN'T contain following symbols
      - |
      - ,
      - '
      - *

      If [is_required] == * then this product IS required. Otherwise it’s not.

      [attribute_type] is one of the following:
      - 5 or DropDownList
      - 6 or CheckBoxList
      - 7 or RadioList

      [is_inventory_item] - determines if current attribute is inventory attribute, one of:
      - Y or True - (boolean) true
      - N or False - (boolean) false

      [option_image_path] and option prices are not required and can be skipped in format string.

      Example string:
      Test attr checklist*|6|N:option checklist 1|/img.jpg|AU/10|US/5,option checklist 2|/img.jpg|AU/20|US/15,option ck 3|;Test attr Dropdown List*|5|Y:option droplist 1|/img.jpg|AU/10|US/5,option droplist 2|/img.jpg|AU/20|US/15;Test attr radiolist*|7|Y:option radiolist 1|/img.jpg|AU/10|US/5,option radiolist 2|/img.jpg|AU/20|US/15;ddfdsd*|5|Y:aasas||AU/20|US/15,xasas||AU/20|US/15

  • Wholesale Sale Price
    • Value: (pattern described below, intended to be on one line)

      [country]-[currency]
      /
      [sale-price]
      ,
      [quantity for threshold option №1]
      /
      [price threshold option №1]
      ,
      [quantity for threshold option №2]
      /
      [price threshold option №2]
      ; (repeat)

      NOTES:
      If no [currency] specified - use Currency-By-Country-Defaults.json mapper as default currency for country definition

      Example String:
      AU-AUD/30.00,2/26.00,5/22.00;AU-USD/20.00,10/18.00,100/16.00;
  • Recurring Type
    • Value: one of (numeric or string value)
      - 1 or Once
      - 2 or Daily
      - 3 or Weekly
      - 4 or Fortnightly
      - 5 or Monthly
      - 6 or Quarterly
      - 7 or Half Yearly
      - 8 or Yearly
  • Hide if Out of Stock
    • Value: (boolean) true or false
      eg:
      Y or TRUE
      N or FALSE or empty

      NOTES:
      If TRUE and no variations was created earlier - generate all variations and edit them by the values within columns
      Variations Code, Enabled, In Stock, Pre-Order determining variation by attribute options combination in the column Variation Options.
      If FALSE - discard variations.
  • Variation SKU Code
    This column and columns below are assigned both to initial (global) product and to it’s variations.
    - Value for the first row assigned to the global product settings.
    - Values in the row/s below (that relate to initial product) are assigned to each variation row.
    • Value: string (unique SKU code, should be empty for product row but required for variation row)
      If not set - ignore entire variation row data.

      Eg:
      HAYNM5AXVB
  • Enabled
    • Value: (boolean) true or false
      eg:
      Y or TRUE
      N or FALSE or empty
  • Variation Options
    • Value:
      [option_of_attribute_1]
      ;
      [option_of_attribute_2]
      ; etc.

      NOTES:
      Determines what variation should be edited by the fields:
      - Variations Code
      - Enabled
      - In Stock
      - Pre-Order

      If such combination not found in the product - ignore changes in this row for the following columns:
      - Variations Code
      - Enabled
      - In Stock
      - Pre-Order

      eg:
      HAYNM5AXVB;sub_prod_1;HMDP9271;
  • In Stock
    • Value: number (greater than or equal to 0)
  • Pre-Order
    • Value: number (greater than or equal to 0)

BACKLOG

Liquid security issue on form submission

Add algorithm that will protect user-submitted content of liquid and JS injection in all form submissions and when user adds or edits a module item, for all text fields.

  • IF Module -> Settings ->Site User Permissions -> Requires Approval == disabled https://prnt.sc/sq0ga9
    AND
  • IF it contains any of the following substring:
    • {%
    • %}
    • {{
    • }}
    • <script
    • <style
    • </script>
    • </style>
  • do the following:
    • if any liquid symbols was found
      • remove tags from the content
      • wrap all content with value here
    • then replace
      • <script to the <script-is-not-allowed
      • <style to the <style-is-not-allowed
      • </script> to the </script-is-not-allowed>
      • </style> to the </style-is-not-allowed>
    • run current item create/edit logic
  • else
    • run current item create/edit logic
  • If user edits the item and Module -> Settings ->Site User Permissions -> Requires Approval == enabled
    • Disable item after performing the changes

IMPORTANT:

Validate text value length AFTER the wrapping if it has occurred. So if original value fits the single line text field but once wrapped it doesn't - the validation error should be shown.

Example:

<div>

<h1>Some title</h1>

{{this}}

<script>location.href = "https://some-fishing.site"</script>

<style>body{display: none !important;}</style>

</div>

Replace with:


<div>

<h1>Some title</h1>

{{this}}

<script-is-not-allowed>location.href = "https://some-fishing.site";</script-is-not-allowed>

<style-is-not-allowed>body{display: none !important;}</style-is-not-allowed>

</div>

BACKLOG

Datasource Field:

When focus a field - get first 50 datasource items

Improve Datasource Form control:

  • perform search by focusing the field (trigger empty search if keyword is not set or empty)
  • Show 50 items of found results
  • Add search icon that will submit search request by entered keyword
  • Add remove icon that will erase entered keyword and will submit empty search request

BACKLOG

Recaptcha v3 validation JS fix

Fix for general form

Fix for payment form

CMS generated javascript changes to avoid conflicts with payment JS. No Partner/front-end changes required.

BACKLOG

Advanced CRM:

Custom Fields Groups CRUD Page

Add page for Custom CRM groups list (http://prntscr.com/thh86e).

Provide ability to add, edit, delete the Custom CRM group.

Provide ability to use pagination for Custom CRM groups.

Add/Edit form should contain following fields:

  • Form name (string)
  • Apply To (dropdown) - list of entries allowed to applied CRM group to:
  • CRM fields (panel with list of custom fields with ability to create/update/delete field. Similar to form fields builder)
    Allowed field types:
    • DateTime
    • CheckboxList
    • DropdownList
    • DropdownList (multiple)
    • ListboxList
    • RadioList
    • Boolean
    • Multiline
    • String
    • Upload
    • DataSource
    • Number

Design: http://prntscr.com/thh7y7

BACKLOG

Advanced CRM:

Custom CRM Field Groups attaching rules and linkage

There should be 2 types of custom crm groups linkage

Global setting:

  • Determines what groups are marked as Attached to ALL CRM contacts.
  • Represented as list of groups.

Individual Contact record Attachment:

  • Determines group to certain contact linkage. 1 to 1.
  • Represented as list of Groups-to-Contact records.

Saved custom crm group values for the contact should be saved as group-field-contact-value records.

group-field-contact-value records should not be deleted on unassigning Global setting or Certain Contact record Attachment from the crm contact.

Description

  • If custom CRM group is attached to Contacts via global setting then each contact should view that group in the bottom of the contact details page
  • If custom CRM group is attached to the certain Contact record via:
    • form submission
    • adding via button on contact detail view http://prntscr.com/orpcbb
      • Then view that groups in the bottom of the contact details page.

Linkage entities (each should have EDIT entity button and "Add Custom Fields" button https://prnt.sc/orpcbb):

  • Contacts
  • Form Submissions
  • Orders
  • Booking Subscriptions

Group Displaying Rules:

  • Display custom group for the entity IF
    • Current entity type was added in the "Apply to" property of the CRM group settings.
    • OR
    • Custom group was checked in the "Add Custom Fields" setting of the current entity https://prnt.sc/orpcbb
  • "Add Custom Fields" settings https://prnt.sc/orpcbb should be all unchecked by default.
    Admin user is the only one person that could check any of those custom groups.

BACKLOG

Advanced CRM:

Attach Custom field groups to web forms

Provide ability to choose Custom CRM Groups and attach them to the form.

http://prntscr.com/thh94m

Default layout builder should build all fields of each group similar to the form's custom fields.

Name should be:

[[GroupAlias]]_[[FieldAlias]]

Example:
Group alias: AccountInfo
Field alias: Position
Field:
<input type="text" name="AccountInfo_Position">

BACKLOG

Advanced CRM:

Add custom CRM field groups to CRM record

CRM contact detail page should contain new button:

Add Custom Fields

Clicking on that button should show panel that allows to select existing custom CRM forms.
When selecting a form and click save - that custom CRM group should be attached to the Contact (Certain Contact record Attachment).

http://prntscr.com/thhakq

BACKLOG

Advanced CRM:

Liquid component tag for custom CRM fields

Add new component tag component type:"CRMContactCustomGroup":

Pattern:

{% component type:"CRMContactCustomGroup", groupAlias:"[[groupAlias]]", fieldAlias:"[[fieldAlias]]", entityType:"[[entityType]]", entityId:"[[contactId]]", collectionVariable:"", layout:"" %}

  • groupAlias (required) - alias of the custom CRM group.
    • All group fields with their values should be set to the {{this.fields}} array of objects if fieldAlias is not set. Otherwise {{this.fields}} should contain only one element, being the object for the specified field set via fieldAlias.
  • entityType (not required) - determines the CRM entity type to retrieve custom group for. Values can be:
    • form_submission
    • event_booking
    • order
    • contact (default, if no type set for the component)
  • entityId (not required) - determines the CRM entity to retrieve custom group for
    • if entityType is contact
      • If field is empty - try use current logged in CRM contact id. - If no logged in users found return empty context item
      • If CRM contact has isDataUsingAllowed not equal to true than return empty context item
    • else
      • If field is empty - return empty context item
  • fieldAlias (not required) - alias of the CRM group field. Should be used to find a particular group field value for the CRM contact (determined by entityId and the group determined by groupAlias).
  • collectionVariable (not required) - works the same way as other modules.
  • layout (not required) - path to FTP file that will contain layout content for the data.
    • If specified empty string - do not render anything.
    • If not specified at all - render default virtual layout.

Item context:

{
"Alias": "",
"Fields" :
[
{
"Name" : "",
"Alias": "",
"Value" : ""
},
...
]
}

Default virtual layout:

{{this.fields[0].value}}

BACKLOG

Advanced CRM:

Toolbox - Liquid component tag for custom CRM fields

Add new item to toolbox:

  • CRM
    • CRM Contact Custom Group

BACKLOG

Advanced CRM:

Plan restrictions

All functionality with advanced CRM custom groups should be available starting from Pro plan.

Add to menu:

  • CRM
    • Advanced CRM Groups

BACKLOG

CRM Records as Datasource:

System property for allowing using crm contact records

Add new system property to CRM Contact record:

isDataUsingAllowed (bool)

  • label: Allow listing my contact data in the CMS
  • default value: false
  • can be set to true via edit account form
    (Add this field to the edit account form html that generates by toolbox)
  • can NOT be set to true via admin panel

CRM records that has this checkbox ticked ON will be allowed to:

  • be assigned to module items (should help with the GDPR since this checkbox allows user to disallow using his record just by unchecking the checkbox on the profile page).
  • be used by liquid component for retrieving and listing contacts.

BACKLOG

CRM Records as Datasource:

Module item custom property - CRMRecord

Add new Module item property type:

CRM record

  • property allows to assign any CRM record that has "isDataUsingAllowed=true"
  • holds id of crm contact record (similar to datasource).
  • switching "isDataUsingAllowed" to false should trigger removing that crm record id from all module items that have properties of CRM record type with that saved id.

BACKLOG

CRM Records as Datasource:

Liquid output of CRM records

Add new component tag component type:"CRMContacts":

Pattern:

{% component type:"CRMContacts", filterBy:"", filterValue:"", limit:"", offset:"", sortBy:"", sortOrder:"", collectionVariable:"", layout:"" %}

Component should filter, sort and return list of CRM contacts that has isDataUsingAllowed equal to true ONLY

  • filterBy (not required) - CRM Contact property name to perform filtering by.
  • filterValue (not required) - value to perform filtering by param set in filterBy. Similar to module component filtering.
  • limit (not required) - number of tags to be rendered (Default value is 10)
  • offset (not required) - number of contacts in the result list to skip retrieving start from (Default value is 0)
  • sortBy (not required) - any contact system properties (Default value is FirstName)
  • sortOrder (not required) - ASC or DESC (Default value is ASC)
  • collectionVariable (not required) - works the same way as other modules.
  • layout (not required) - path to FTP file that will contain layout content for the data.
    • If specified empty string - do not render anything.
    • If not specified at all - render default virtual layout.

Default virtual layout:

<ul>

{% for contact in this.items %}

<li>{{contact.FirstName}} {{contact.LastName}} - {{contact.Email}}</li>

{% endfor %}

</ul>

Item context:

{

"items" :

[

{

"id": 0,

"email": "",

"firstname": "",

"lastname": "",

"address": "",

"city": "",

"state": "",

"zipcode": "",

"country": "",

"site": "",

"phone": "",

"status": "",

"notes": "",

"createddatetime": "",

"updateddatetime": "",

},

...

]

}

BACKLOG

CRM Records as Datasource:

Toolbox - Liquid output of crm records

Add new item to toolbox

  • CRM
    • CRM Contact List

BACKLOG

Ability To Parse JSON With Liquid

1) Add new component tag: component type:"json":

Pattern:

{% component type: "json", source_type:"[[source_type]]", source:"[[source]]", layout:"[[layout]]", collectionVariable:"[[collectionVariable]]" %}

  • source_type (required param):
    • path
    • url
    • string
  • source (required param):
    • path - any path to FTP file that contains JSON as content. Example: '/some/path/filename.json'