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TOTECS Platform Release 9.04
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April 10 2015 @ 05:49 PM
April 10 2015 @ 05:49 PM
Thread
New Features
TOT-2982 - Users can export submitted orders to Squizz.com as purchase orders
We have added the ability for Trade users who have successfully submitted an order to be able to import the data of their order into Squizz.com. the new Social Ecommerce platform that we have been working on secretly for the past 18 months.
When Squizz.com launches in the middle of this year this new feature will allow other organisations to automatically import the order back into their business system as a purchase order.
Squizz.com looks to streamline and automate a number of manual processes around ordering, as well as connect people and organisations together in powerful ways.
If you are interested in finding out more head to www.squizz.com and sign up to the Early Adoptors program.
Within the Administration Centre, under the Data menu, a Settings menu item has been added labelled "Squizz.com". Upon clicking the item in the Data Settings window a new "Squizz" tab has been added with the following settings:
- Squizz.com Organisation ID; Set the ID of the the organisation created within Squizz.com that the TOTECS project's relates to.
- Allow Purchase Orders To Be Exported To Squizz.com: If set to Yes, then within the Trade interface, once an order has been submitted, in the Order Details window a link will appear at the bottom allowing the Trade user to click on a link and export the purchase order to Squizz.com. A confirmation dialog will appear to confirm that the user wishes to import the order, and if OK is pressed a new browser window will open to Squizz.com's order import screen, from there the user can follow the order import process.
Functionality Affected: Data Settings admin interface
Impact: Normal
Improvements
TOT-2995 - Settings to set the heading within the Purchase Order on the Trade interface and Email notification attachment
Within the Trade interface, when a user is viewing an order either during the checkout process, or from the Order History, there is the ability to configure the heading displayed in the Purchase Order. Additionally after an order has been submitted, in the Email notification there is also the ability to tailor the heading in the attached purchase order HTML page.
Within the Administration Centre, under the Stores section, within the Order Settings interface the following settings have been added:
- Purchase Order Heading: Sets heading of the purchase order that is displayed on the order checkout process within the Trade interface, as well as when viewing the details of an order from the My Online Orders section of the Trade interface.
- Purchase Order Email Heading: Sets heading of the purchase order that is displayed in the order HTML attachment of an order Email notification that has been sent once an order has been submitted.
- Purchase Order Quote Heading: Sets heading of the purchase order assigned with the running quote payment method that is displayed on the order checkout process within the Trade interface, as well as when viewing the details of an order from the My Online Orders section of the Trade interface.
- Purchase Order Quote Email Heading: Sets heading of the purchase order assigned with the running quote payment method that is displayed in the order HTML attachment of an order Email notification that has been sent once an order has been submitted.
Functionality Affected: Order Details trade interface, Order Details Email confirmation attachment
Impact: Normal
TOT-2994 - Automatically assign registered users to product deals
Upon a user registering we have added the ability for the user to be automatically assigned to any deals associated with the registration profile that the user registered with. Allowing users to receive deals upon registration can be an effective way to get more users to sign up.
Within the Administration Centre, under the User menu, in User Registration Profiles interface, upon clicking on a profile name, in the Profile Details interface, there is now a section labelled "Product Deals" that displays a table containing a list of deals associated with the registration profile. Admin users can add deals to the table by entering the ID of a deal into the Deal ID field then pressing the Add Deal button. The Product Deals section will only display if the project has the Deals feature turned on, and the administration user is assigned to an Admin Role that has the "Deals and Vouchers Modify" set to Allow.
When a user registers via the User Registration area on a content managed web page, the user will be automatically assigned to any deals associated with the user registration profile that they registered with.
The deals feature must be enabled, as well as the user be assigned to a Facility Role permission with the "View Deals" permission set to Allow, to allow the user to be assigned to deals.
Note: The users will be automatically assigned to a Product Deal, but if the deal's users are recalculated (either through the Deals admin interface, or via Connector imports) the user will be removed from the deal unless a user group is assigned to the deal that covers the user that just registered.
Functionality Affected: User Registration
Impact: Normal
TOT-2989 - Twitter and TOTECS forums links added to Administration Centre
Within the Administration Centre a link has been added to the top right hand corner to the forums, and in the bottom right a link to the TOTECS platform twitter page.
If you have a question, piece of advise, or want to find out more about a particular subject of the TOTECS platform, please visit the forums where you can talk with the TOTECS community.
Functionality Affected: Administration Centre
Impact: Minor
TOT-2987 - Session hook to allow the user's customer account company name to be displayed on content managed web page areas
On any content managed web page, in the areas their is now the ability to display the company name associated with the user's customer account.
Simply embed $SES_account_company_name$ into an area format, or #*#SES_account_company_name#*# into a free draw area for the company name to display.
Functionality Affected: User Login
Impact: Normal
TOT-2986 - Hook to clear all products in a users basket within the Basket Products Listing content managed web page area
On a content managed web page containing a Basket Products Listing area we have added hooks that can allow the user to clear their basket.
Within the Administration Centre, under the Websites menu, after clicking on the Websites menu item, then clicking on the Web Area Formats Libraries tree node, then Shopping Basket tree node, then Basket Products Listing tree node, for both the Basket Header and Basket Product Footer formats a new hook is now available labelled "clear_basket_products_onclick".
If this hook is embedded within an event attribute of an HTML element in the formats, then when the user clicks on the HTML element, it will cause all the products within the basket to be removed. After this successfully occurs any basket summary or Basket Products Listing areas on the page will redraw to show that no products are in the basket.
Functionality Affected: Basket Products Listing content managed web page area
Impact: Normal
TOT-2984 - Simplified editors of News/Blogging content managed web page areas
We have modified the News/Blogging content managed web page areas to no longer be able to modify the news groups or news/blog items when modifying the areas.
Administrator users can now only set the news/blog group or news/blog item in the area by setting an ID of a news/blog item, to selecting a news/blog group from a drop down.
This makes it easier for administrator users to configure the news/blog areas, and allows the areas to support thousands of news/blog items existing in the project.
The following area editors affected by the change are:
- News Group Blogs/Items Listing
- News Item Form
- News Comment Form
- News Comment Listing
- Product News Listing
- News/Blog Item
If an administrator user wishes to create or update a news/blog group, or item, it now must be done through the News/Blogs administration interface located under the Marketing menu.
Functionality Affected: News/Blog content managed web page areas
Impact: Normal
TOT-2961 - Facility role permission to make it mandatory for users to set an Email during order checkout
When users proceed through the order checkout, there is now the ability to force the user to enter the Email address before being able to submit the order. This is controlled on a per user basis through the use the Facility Role permissions.
Within the Administration Centre, under the Users menu, in the User Permissions interface, when modifying a Facility Role, a new permission has been added labelled "User To Optionally Fill Email field in Order Details".
If this permission is set to Deny, then when a logged in user in either the Trade interface or on a content managed website is proceeding through order checkout, on the Order Details page the Send Email Notification checkbox will be selected and it will be disabled to stop the user from being able to un tick it. This forces the user to enter an Email address associated with the order.
Functionality Affected: Order Checkout Details process.
Impact: Normal
TOT-2956 - Settings to customise the limit of the news/blog item short heading and body data within the news/blogging content managed webpage areas
On content managed web pages containing either News/Blog Item News Group Blogs/Items Listing areas, we have added settings in the areas to set the limit of characters for the heading_short and body_short hooks.
Within the Administration Centre, under the Websites menu, after clicking on the Websites menu item, then clicking on a content managed web page, in the Web Page Editor when modifying either a News/Blog Item area, or a News/Blog Group Items Listing area, the following settings now exist:
- Heading Short Character Limit: Set a numeric value for the number of characters that can be displayed in the heading_short hook of the News/Blog Item Record format.
- Body Short Character Limit: Set a numeric value for the number of characters that can be displayed in the body_short hook of the News/Blog Item Record format.
- If the settings are left empty then the heading_short hook with limit the characters to 35, and the body_short will limit the characters to 50 by default.
Functionality Affected: News/Blog Item and News Group Blogs/Items Listing content managed web page areas
Impact: Normal
TOT-2955 - Settings to customise the formatting of dates within the news/blogging content managed webpage areas
On the content managed web page containing news/blogging areas, we have added the ability customise the formatting of how dates are displayed.
In the News/Blog content managed web page areas, the following formats contain new hooks:
News/Blog Item Record Format
arrival_date_formatted
News/Blog Item Comment Record Format
creation_date_formatted
News/Blogs Group Forum Record" Format
news_item_last_post_date_formatted
Each of these hooks will display a formatted date based on the "Date Format" setting that is available when modifying the following areas:
- News Comment Listing
- News Group Forum
- News/Blog Item
- News Group Blogs/Items Listing
- cat_description1: 1st category description field
- cat_description2: 2ns category description field
- cat_name: name of the category
- cat_meta_title: meta title of the category embedded in the web page head
- cat_meta_description: meta description of the category embedded in the web page head
- cat_meta_keywords: meta keywords of the category embedded in the web page head
These hooks make the category data available in the following areas:
- Category Listing
- Category Heading
- Model Product
Functionality Affected: Category content managed web page areas
Impact: Normal
TOT-2689 - Reviewing and managing users to be able to modify products and details of a pending order in the Trade interface
Within the trade interface users who are assigned as managers by other users, can now alter the details of pending orders that have been submitted to them that require their approval.
Within the Administration Centre, under the users menu, in User Permissions interface, when modifying a facility role a new permission has been added labelled "Modify Pending Orders".
When a user logs into the Trade interface with this permission set to Allow, on the Pending Orders page against each or a button will display labelled "Modify". Upon opening the order form inputs will display that allow user to modify the quantities of products, add products, remove products, change billing address, change delivery address, modify the purchase order number, as well as the freight carrier.
Each time the user clicks the save button the order's totals and its surcharges will be recalculated.
Within the Administration Centre, within the Stores menu, in the Order Surcharges manager, if a For rule node was created that used a "Query" rule, a second value field will appear labelled Pending Order Query. This second field needs to have a SQL query that relates to the data within an order, instead of the user's basket.
Note: All existing TOTECS projects that allow pending orders to be modified, and contain surcharges using queries in For nodes will need to have this second field set, otherwise the orders won't be able to be modified by users.
Note:
- If a user alters the quantity of a product in the order that had a deal applied, the deal will become removed.
- If a user adds a new product to deals, no deals will be automatically calculated against the products.
Functionality Affected: Pending Orders trade interface, order surcharge calculation process
Impact: Major
TOT-2430 - Userability and styling improvements of Websites Administration Centre interface
Within the Administration Centre, under the Websites menu, in the Websites interface the following has changed:
- Removed frames so that the tree can expand the full length of the browser for easier user navigation
- Created Dialogs to allow the editing of web page properties, and web page template properties
- Updated the tree icons so that are more visually consistent the Admin Centre design.
Functionality Affected: Websites admin interface
Impact: Normal
TOT-1918 - 2nd description field for categories
Within the Administration Centre, under in the Inventory menu, in the Category Trees interface, upon right clicking on a Category in the tree and clicking the edit button, in the Edit Category panel there is now another field that allows a second category description to be set.
This second decription field can be embedded into category content managed web page areas to display additional information about a category.
Functionality Affected: Category Trees admininstration interface
Impact: Normal
Bug Fixes
TOT-2996 - Admin users unable to navigate through pages basket product fields within Basket Product Fields admin centre interface
Within the Administration Centre, under the Stores menu, within Basket Product Fields admin interface, upon clicking on Set Basket Product Fields button, in the Basket Product Fields dialog if there are more 10 fields, the admin user was unable to click the next button see the second page of fields.
We have modified the table to ensure that it correctly loads the product fields and allows the user to navigate between pages.
Functionality Affected: Basket Product Fields admin interface
Impact: Normal
TOT-2992 - Background of footer and header bars in Administration Centre not displaying correctly within Image Library interface
Within the Administration Centre, under the Websites menu, after clicking into Websites then clicking on either an image or attachment library, the background image of the header and footer bars is not displaying the correct dark grey background, instead it was displaying the background image of the project's trade interface.
We have modified the Image and Attachments content managed web page interfaces to correctly set the background colour of the header and footer bars. Previously the Trade interface's background was allowed to set the styling of the background.
Functionality Affected: Image content managed websites admin interface, Attachments content managed websites admin interface,
Impact: Minor
TOT-2988 - Product Kits Connector data import failing when 10,000+ records are being imported
Within the Administration Centre, under the Data menu, in the Data Imports interface wihtin the Connector Imports tab when running a Product Kits import if more than 10,000 records was being imported then the import could timeout and fail.
We have modified to import more efficiently process product kit data. Additionally we have fixed a bug where the quantity of a component product was not getting set when being assigned to a kit's parent product.
Functionality Affected: Product Kits connector data import
Impact: Normal
TOT-2983 - Table in My Enquiries admin interface not reloading after changing the filters to find enquiries by
Within the Administration Centre, under the Websites menu, in Websites interface, in the Website Enquiry Submissions interface, if the user clicks on the Filter Enquiries button the enquiries table does not update or redraw itself correctly.
We have modified the enquiries to correctly reload its data if the user has decided to filter the enquiries. Additionally we have modified the table to enable the server to filter enquiries instead of loading all the enquiries in the users browser then filtering them. Along with this when the table first load it now only displays enquiries going back 2 years by default. This reduces the amount of data and time required to first load the enquiries into the table, as well as reducing the load on the server.
Functionality Affected: Website Enquiry Submissions administration interface
Impact: Normal
TOT-2981 - Products not listing within a Category Listing content managed web page area when a category does not contain a title and the project company name contains a single quote character
On a content managed web page that contains a Category Listing content managed area, if the area was displaying category that does not have data in its title field, and the project's company name is used instead that contains a comma character, then this would cause the area to not load products.
We have modified the area to ensure that if the category contains no title then the project's company name setting is correctly set. Additionally this is done for meta data when a web page is loaded.
Functionality Affected: Category Listing content managed web page area
Impact: Normal
TOT-2980 - Invoice Payment Form content managed web page area displays semi-colon character after invalid credit card details have been submitted
On a content managed web page containing a Invoice Payment Form area, after a user has entered incorrect credit card details and clicked the pay button, when the area refreshes a semi-colon character appeared at the top of the area before the payment form format.
We have modified the area so that if a user enters incorrect credit card details then when the area is refreshed, that a semi-colon does not appear at the top of the area when it is refreshed.
Functionality Affected: Invoice Payment Form content managed web page area
Impact: Minor
TOT-2979 - Unable to delete users from Search Users admin interface when a guest users is displayed in the search table
Within the Administration Centre, under the Users menu, in Search Users after a user search loads users into the results table, if a user was selected and the Remove button pressed, an error message would display to the user if the a guest user was also loaded into the results window but not selected.
We have modified the Users admin interface correctly only display an error message if a guest user has been selected in the table to be removed.
Functionality Affected: Users administration interface
Impact: Normal
TOT-2978 - Users unable to login to a content managed website via the login URL
If a user is trying to login to a content managed website by putting their login credentials into a URL string, the user was not being correctly redirected to the successfully login web page defined in the URL.
This issue was caused by a bug being released in 9.03 release for the fix in TOT-2951. We have modified the login code to correctly handle redirecting a user to the successful login page.
Functionality Affected: User Login process
Impact: Major
TOT-2971 - Paginator buttons always displaying an empty News Group Blogs/Items Listing content managed web page area after being pressed
On a content managed web page area containing a News Group Blogs/Items Listing content managed web page area, if the user used the paginator buttons to traverse to the next, or previous page of news/blog items, the area was displaying no items after either of the paginator links is clicked on.
We have modified the News Group Blogs/Items Listing content managed web page area to ensure that when a user paginates through the news items that they correctly update.
Functionality Affected: News Group Blogs/Items Listing content managed web page area.
Impact: Normal
TOT-2970 - Users session not persisting after logging into a content managed website over a secure HTTP request
On a content managed webpage containing a User Login area, when the user logs in over a secure HTTP request, their session was not persisting if they navigate to another page after the have successfully logged in.
We have modified the content managed web pages to ensure that once a user is logged in that the domain of the content managed web site is saved to the session cookie.
Previously a bug existed that would cause the cookie's domain to be set to blank, and because of this older Internet Explorer browsers would not associate and empty to cookie domain to the website causing the session to not persist.
Functionality Affected: User Login process
Impact: Critical
TOT-2968 - All product pricing in basket not being recalculated when a product is deleted and basket volume discounts is turned on
in a TOTECS project that allows quantity break thresholds to be applied against all the products in the basket, if a user added quantities of several products, the pricing of the all the basket products would be recalculated, however if products were removed from the basket, the existing products in the basket would not have their prices recalculated. Because of this it allowed users to get discounts on a bulk quantity of products bought, and still have the bulk quantity prices apply if the amount of products in the basket was reduced.
We have modified the product-add-to-basket process to ensure that all basket product pricing is recalculated when a product is deleted from the basket.
Functionality Affected: Product add-to-basket process
Impact: Major
TOT-2967 - Admin users unable to select a global container to create a pop up container for a content managed web page area
Within the Administration Centre, under the Websites menu, in Websites admin interface, upon clicking a on a content managed web page, in the Web Page Editor after clicking on the Edit button, then the Set Popups menu item, when an admin user clicks on the Add Pop Up menu button, in the Set Pop Up Container dialog the Global Web Area Container drop down did not display any global containers for the content managed web site, even if global containers exist.
We have modified the "Global Web Area Container" drop down in the Set Pop Up Container to correctly display all the global containers associated with the content managed web site.
Functionality Affected: Web Page Editor administration interface
Impact: Normal
TOT-2966 - Product deals with promotion codes containing percentage symbols unable to be redeemed through Redeemable Product Deals Listing content managed web page area
On a content managed web page containing a Redeemable Product Deals Listing area, if the user was displaying deals after entering a promotion code containing a percentage character, when the user added the product to basket the deal was not being redeemed.
We have modified the product add-to-basket process to ensure that deal promotion codes containing percentage characters are correctly submitted to the server when a product is added to basket.
Functionality Affected: Product add-to-basket process.
Impact: Major
TOT-2965 - Pricing data is not getting updated for an existing product after a Product Pricing data import
Within the Administration Centre, under the Data menu, in Data Imports, when a Connector Product Pricing data import was being run, it is not assigning price-level pricing to an existing product.
We have modified all the Connector data imports that update product data to ensure that active existing products take preference when matching records and updating their data.
Functionality Affected: Products Connector data import
Impact: Normal
TOT-2959 - Combination Product content managed web page area incorrectly displaying table rows with no products
On a content managed web page containing a Product Combination area. If the area was configured to display its combinations in table, and the table is set to not display rows when no products are assigned to the combination field row, these empty rows were still displaying.
We have modified the Product Combination content managed web page area to ensure that it hides rows when the area is set to display in a table form, and contains no products assigned to a row.
Functionality Affected: Product Combination content managed web page area
Impact: Normal
TOT-2958 - Blank browser window loads after user clicks on print link from Guest Order Checkout/Submission content managed web page area
On a content managed web page containing a Guest Order Checkout/Submission content managed web page area, once the user had successfully submitted the order in the area, in the order submission results message, if it contained the print order link, then after the user clicked on it a blank web page which display in the new browser window that had popped up.
We have modified the "view_printpage_onclick" hook to ensure that it correctly links to the configured web page defined in the area's settings.
Functionality Affected: Guest Order Checkout/Submission content managed web page area
Impact: Normal
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