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

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

Custom module

Custom module

Custom module

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

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

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

BACKLOG

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

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

For Secure Zone Recurring Discount Settings:

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

“Recurring Settings”

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

Discount Code and Gift Voucher to forms:

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

Generate following HTML on default form html:

Discount Code:

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

Gift Voucher:

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

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

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

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

If attempted, show same error as above.

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

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

Default html code rework:

Replace: 

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

to:

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

JS implementation:

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

Discount payment flow:

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

For Stripe:

For recurring payment if payment gateway is STRIPE

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

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

Examples:

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

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

For instance:

• subscription cost $100
• 50% discount
  

Result

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

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

For instance:

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

Result

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

BACKLOG

Stripe Customer Portal

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

Liquid:

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

‘request.currentmember.StripeCustomerPortalLink’

When clicking on the link:

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

Implement Flows triggered by the Stripe Customer Portal 

Cancel Recurring Flow:

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

Change Subscription (that contains only one Plan):

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

Change Email Address:

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

Change Billing Address:

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

Change Phone Number:

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

BACKLOG

Custom Reports: Customer And Order logic extending

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

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

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

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

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

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

BACKLOG

“| truncate” filter fix

Fix for the Liquid ‘| truncate’ filter

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

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

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

BACKLOG

Add form alias to system page redirect URL

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

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

So it will be similar to previous implementation:

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

Feature Flags

Feature flags changes (v6.1)

Move flags to ”internal” and set to true:

• Anti-spam protection

Portal

Rename Site

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

Portal

Export site details

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

For Live sites:

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

Export Data:

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

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

Export Data:

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

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

​Restrictions:

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

Portal

Renewal notifications

Renewal checker will ping sites for renewal info.

If site found that matches condition - send email notification.

Conditions:

If current date is:

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

Email sending conditions:

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

Email notifications:

Create emails templates for monthly and annual subscription 

DESIGN: https://invis.io/H6111B3M9PYQ

BACKLOG

New Architecture

Database and CMS Core

New Architecture as presented on Treehouse #22:

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

LIQUID 3.0

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

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

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

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

See this documentation article for changes and required actions.

BACKLOG

File Manager - Editing in tabs

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

DESIGN: https://invis.io/ZA10840NYPRV

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

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

BACKLOG

Show Discount Codes In Backend

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

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

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

BACKLOG

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

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

BACKLOG

Pagination on tree view module items

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

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

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

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

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

3) Add searching by name for the current level

BACKLOG

Show/Hide Inactive/Disabled Items

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

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

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

BACKLOG

Module Introductory Note

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

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

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

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

BACKLOG

Bulk Assign Templates

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

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

BACKLOG

Implement reCaptcha v3 For System Forms/login

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

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

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

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

BACKLOG

Add “Format” To Code Editor

Add Button for code formatting purposes.

http://prntscr.com/nu1954

DESIGN: https://invis.io/NT10EEPX3GSY

BACKLOG

Customer Bookings and orders tabs

Add Event Bookings tab to CRM Contact:

http://prntscr.com/15hkhrp

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

Add Orders tab to CRM Contact:

http://prntscr.com/15hkhrp

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

BACKLOG

Favorites

1) Add/remove from favorites actions

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

2) Add component type:"favorites":

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

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

Default sorting by `CreatedDateTime` DESC.

Single item context is:

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

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

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

4) Add default JS and styles for favorites:

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

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

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

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

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

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

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

DESIGN: https://invis.io/VEZ0HS6A8YF

BACKLOG

eWAY and Stripe improvements

1) Add to data passed to eWay:

• First Name
• Last Name
• Address
• Postcode

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

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

• First Name
• Last Name
• Address
• Postcode

4) Change ”Description” to <form name>

BACKLOG

Show Product URL based on current catalog

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

Modify component type module logic:

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

• Item has 3 parents:
  • Parent_1 (ID 11) (shown by default)
  • Parent_2 (ID 22)
  • Parent_3 (ID 33)
• When {% component type:"module" %} for the example item this object should have
  • {{this.Url}} == "/parent1"
• When {% component type:"module", filterBy:"parentId", filterValue:"22" %} for the example item this object should have
  • {{this.Url}} == "/parent2"
• When {% component type:"module", searchScope:'{"parentId": "33"}' %} for the example item this object should have
  • {{this.Url}} == "/parent3"

BACKLOG

Customize Analytics

1) Analytics Customization

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

2) Single Chart customization

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

3) Add Chart to analytics

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

4) Restrictions

Feature available on PRO Plan and higher.

BACKLOG

Copy File URL to clipboard

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

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

DESIGN: https://invis.io/VTYEHO7Z6NJ

From Forum

BACKLOG

Wording change on event bookings

Rename following wording in the CMS:

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

BACKLOG

Drop shipping feature improvement

Feedback description:

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

Solution:

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

Bambora Payment Gateway

Bambora Improvements (patch v5.8.1)

Design: http://prntscr.com/vljvo7

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

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

Bambora Documentation:

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

2) Implement "immediateredirecttoaccept" setting:

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

Bambora Documentation:

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

3) Language control settings

Provide possibility to select the language for the payment window.

Bambora Documentation:

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

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

eg: http://prntscr.com/vikmzm

Misc

Admin UI: Orders pagination (patch v5.8.1)

Improve Pagination speed (CRM -> Orders)

Direct Billing

Invoices for portal payments (patch v5.8.2)

For direct billing with commissions:

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

Feedback Task

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

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

Feedback Task

Admin Proof Read/Suggestions (Part 2)

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

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

Public Request

Custom Client Notes For Custom Fields

Source:

https://treepl.co/...

Description:

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

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

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

On property add/edit form:

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

On module item add/edit form:

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

Note:

Add notes to `module` export/import flow.

Public Request

Set Custom Icons For Nested Module Items In Tree View

Source:

https://treepl.co/...

Source Description:

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

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

Feedback Task

Improve GDPR control, Contacts and advanced CRM groups

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

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

2) Logic

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

• via components
  • {% component type: "CRMContacts" %}
  • {% component type: "CRMCustomGroup" %}
  • {% component type: "CRMContactCustomGroup" %}
• in the admin CRM data pickers

3) Components logic extending

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

If not set - default value is false

Also add it to the toolbox.

If true - add following object to item context (similar to what we have in {{request.currentmember}}):

securezones": [

    {

        "id": 1,

        "name": "Member Only Area",

        "landingpageid": null,

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

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

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

        "ExpiryOption": null,

        "ExpiryAfter": null,

        "AccessType": 0,

        "Plans": null,

        "CountPaidSubscribers": 0

    },

Feedback Task

Admin UI changes

Task list:

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

Public Request

"Already Taken" URL Validation

Source:

https://treepl.co/...

Description:

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

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

2) Logic

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

Throw validation error message "Warning: Duplicate URL"

If false - logic should be as it was earlier.

Public Request

Add Default Styling For Pagination

Source:

https://treepl.co/...

Description:

Currently pagination outputs raw unordered list.

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

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

1) Component param

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

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

2) Toolbox

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

Applies to the following modules:

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

Public Request

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

Source:

https://treepl.co/...

Description:

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

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

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

Design:

https://invis.io/P2ZFPCZZGAX

Public Request

Pages/Template/General Editing Window

Source:

https://treepl.co/...

Description:

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

Public Request

Recent Item Section

Source:

https://treepl.co/...

Description:

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

Functionality

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

DESIGN

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

Feedback Task

Grouping product in toolbox improvement

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

Ecommerce:

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

IF it's selected or NO item selected - show "{{this.id}}" as value

http://prntscr.com/vpx6xu

http://prntscr.com/vpx8no

Feedback Task

Forms email aggregator

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

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

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

• Send Confirm Email Notification (default: true)

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

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

Feedback Task

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

Source

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

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

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

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

BUG

Infinity redirect on login to Portal

Fix infinity redirect on SSO login to Portal

BUG

Toolbox bug in event group Component

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

BACKLOG

PORTAL:

Portal restructure

1) Rename Menu items

Change following:

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

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

• Public Backlog
• Documentation
• Pricing For Resellers

Change Icons for

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

2) Restrictions

Restrict commissions for Agency role only

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

DO NOT include commissions if clicking pay from the portal.

3) FTP credentials tab

Create FTP under trialsite.co subdomain

Show host and username under ’FTP credentials’ tab

https://prnt.sc/vk4elt

BACKLOG

PORTAL:

Direct Billing (commissions)

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

Design: https://invis.io/SDZC33JMHBA

Settings:

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

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

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

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

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

2) Add commission tab to site edit page

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

Settings:

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

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

Spreadsheet

Algorithm

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

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

Design:

Design

BACKLOG

PORTAL:

Branded subdomains

1) ‘My Settings’ -> ‘Domains’ tab

Add Domains tab to My Settings page

Design: http://prntscr.com/vlj9g3

Provide ability to:

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

• delete domain
  

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

Show 3 tabs:

• Custom records

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

• NS and SOA records

• Read-only tab for display purposes only.

• Treepl Sites records

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

3) Restrictions

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

Allow ’Partners’ and ’Agencies’ to have:

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

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

4) Add user role indication

Provide role indication icon and tooltip near user email.

Design: http://prntscr.com/vlj6j8

BACKLOG

Bambora Improvements

1) Implement Payment window modes

Design: http://prntscr.com/vljvo7

Implement Payment window as:

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

Bambora Documentation:

checkout-integration

2) Implement "immediateredirecttoaccept" setting

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

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

Bambora Documentation:

checkout#operation-sessions

3) Language control settings

Provide possibility to select the language for the payment window.

Bambora Documentation:

checkout-settings

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

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

BACKLOG

Admin UI: CRM -> Orders pagination improvement

Admin UI speed improvement on CRM -> Orders page.

Improve pagination in order to return order list faster.

BUG

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

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

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

NOTE:

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

BACKLOG

Agency Plan:
Payment + Site activation steps on site

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

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

2) Billing from the admin

Add Billing button to the "gear" menu

Design

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

Once clicked show Billing page

Design

Link to terms and conditions:

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

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

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

3) Domain Activation Steps

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

Design:

https://invis.io/QSYWMTYD4W6

Add ability to:

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

BACKLOG

Agency Plan:
Custom logo for individual site

1) Add Custom branding menu

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

Design:

Design

2) Add Custom Branding Page

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

Design:

Design

3) Custom Branding functionality

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

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

BACKLOG

Agency Plan:
Portal users

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

DESIGN

https://invis.io/N3YUAKE28BK

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

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

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

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

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

2) Add lazy create process on CMS sites

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

3) Portal user influence to admin users UI and restrictions

Portal user should:

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

BACKLOG

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

1) Implement new share module functionality

DESIGN:

https://invis.io/RAYV4SIEFGP

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

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

When clicking ’Export’:

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

When clicking ’Import’:

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

2) Implement Import/Export logic

Export:

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

Import:

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

Else:

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

BACKLOG

Default setting for availability for search engines

1) Add default configuration setting

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

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

Location:

https://prnt.sc/ua8j6a

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

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

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

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

DESIGN:

https://invis.io/3WYTDG1PKEQ

BACKLOG

Custom Reports needing export of Secure Zone members

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

SETTINGS:

- hide Form Filter when this type is selected

FIELDS:

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

- Secure Zone Membership Fields:

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

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

FILTERS:

- Add Secure Zone Membership Fields to the filters:

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

2) Add human-friendly labels for all other types

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

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

References:

Backlog Source

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

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

BACKLOG

Shipping option price limitation config

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

Options (dropdown):

• subtotal with tax (default)
• subtotal without tax

Logic:

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

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

BACKLOG

Setup primary domain to be first in SEO canonical link helper

Improve canonical link helper:

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

http://prntscr.com/v9z3i7

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

BUG

Secure/Non Secure form submission folder form setting

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

BACKLOG

Sitemap.xml Exclude Module List

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

Includes all system and custom module names to select.

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

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

Apply logic:

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

Note:

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

Source:

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

BACKLOG

Email Verification flow improvement

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

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

BACKLOG

Add reply-to sender for workflows

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

BACKLOG

Secure/Unsecure form submission folder

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

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

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

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

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

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

Source:

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

BACKLOG

Update CRM Contact Group on ‘Update Account’ form

1) ‘Update Account’ system form improvement:

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

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

2) ’Update Account’ Form in toolbox update:

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

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

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

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

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

• Secure Uploads (default ‘false’)

When user uploads file on edit account form submission:

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

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

BACKLOG

Advanced CRM groups on custom reports (+export)

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

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

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

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

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

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

3) Improve sorting on results tab

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

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

4) Fix report results headers

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

BACKLOG

CRM import/export + advanced CRM groups

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

Export:

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

Import:

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

2) Implement "Get Import Template" button

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

DESIGN:

https://invis.io/VMYECYV6ZGQ

BACKLOG

module_tag_list and module_category_list improvement

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

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

Add additional table that will hold the following data:

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

Update this table on:

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

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

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

BACKLOG

Export of orders

Add ability to call export for Orders

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

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

Column Headers:

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

BACKLOG

Exporting Subscribers from Events

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

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

BACKLOG

Rounding Formula for Taxation Engine

Implement rounding algorithm that will be based on:

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

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

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

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

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

• subTotalPrice
• grandTotalPrice
• totalPrice
• totalPriceExcludingTaxAndGiftVoucherAmount
• totalPriceExcludingTax

Example of algorithm:

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

BACKLOG

"Tax Never Applies" option for price

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

Logic:

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

Add this checkbox for:

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

Also add it to Products import/export data

BACKLOG

Shipping and tax improvements

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

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

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

• Tax applies to (multiselect dropdown list)
  Determines if taxes should be applied to selected entities or not
  - shipping options (selected by default)
  - gift vouchers (selected by default)
• Auto-select tax if only one option available (boolean - default value ’true’)
  Determines if the single tax in the tax dropdown be automatically selected when a user comes to the shopping cart and/or changing country.
• Hide tax selector if only one option available (boolean - default value ’false’)
  Determines if the tax dropdown be hidden by JS if there is only one tax option available.
• Enable tax dropdown (boolean - default value ’true’)
  Determines if {% 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:

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

MISC

Admin Proof Read/Suggestions (Part 1)

Here is a Google Doc with all admin wording suggestions.

Minor text changes in most cases.

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

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

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

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

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

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

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

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

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

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

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

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

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

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:

• Payment Date (datetime - defaults to current date/time)
  - Renamed ’Date’ label to ’Payment Date’ http://prntscr.com/ul7wju
• Notes (textarea)
  - For custom purposes. Just store the data and show on view and edit mode http://prntscr.com/ul7tf2

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

• format should be like http://prntscr.com/ttbayy
  Example: {{ "now" | date: "%v" }}

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)

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:

• FedEx: http://prntscr.com/tb948g
• UPS: http://prntscr.com/tb95vr
• USPS: http://prntscr.com/tb965b
• DHL: http://prntscr.com/tb96i2
• Canada Post: no example. See API requirements and capabilities that we could provide.
• Australia Post: http://prntscr.com/tb96r4
• New Zealand Post: no example. See API requirements and capabilities that we could provide.

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" %}

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:
    If 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:
  • Contact: would be listed here http://prntscr.com/thh8eg
  • Order: would be listed here https://prnt.sc/syn4d6
  • Form Submission: would be listed here https://prnt.sc/syn5ld
  • Booking Subscription: would be listed here https://prnt.sc/syn6nx
• 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.

• Add this property to the form builder, allowing to set it to TRUE on registration forms (http://prntscr.com/q89aht)

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'
  • url - any internal or external URL that returns JSON response. Example: 'https://some.domain/some_api/'
  • string - JSON string. Example: '{"some" : "value"}'
• collectionVariable (not required) - works the same way as in other components.
• 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:

{{this}}

{{this}} variable contains the parsed json object.

If parse error occurred {{this}} will be NULL

2) Component added to Toolbox (https://prnt.sc/s2pmv2):

• Liquid Data
  • JSON Data

=================

Public Backlog item:

• https://www.treepl.co/public-backlog-state/request/ability-to-parse-json-with-liquid

BACKLOG

Extend URL slug max length

Allow slug max length to be 254 symbols instead of current 200

BACKLOG

Add shipping address to order (system fields)

1) Add shipping address as system fields to the order in the admin

Extend order model by adding shipping address as system fields http://prntscr.com/tet3te

Separate address to the following fields and allow editing via order edit operation:

• Shipping Address
• Shipping City
• Shipping State
• Shipping ZipCode
• Shipping country

2) Extend Order liquid object

Extend Order liquid object by adding following fields: