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TOTECS Platform Release 9.05.5
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TOTECS Platform Release 9.05.5
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August 17 2015 @ 04:28 PM
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New Features



TOT-3089 - Shopping List Products Import Form content managed web page area



On a content managed web page a new area has been created called Shopping List Products Import Form, that allows the products in a user's basket to be imported into an existing, or new shopping list. This is the same functionality that has been available within the Trade interface.

The area works by allowing a user to choose from a drop down of existing shopping lists, or the option to create a new shopping list.

If the user is creating a new shopping list then they can set a name and description for the shopping list in the area.

Once the shopping list has been chosen then they can press a button or link that will import all of the products currently in the user's basket into the new, or existing shopping list.

If the products have been successfully imported than the area will update with a configurable message that tells the user that the import process succeeded, and provide a link to a web page that can show the details of the shopping list.

If the products failed to import then the area will update an display a configurable message that shows that the import failed.

This area will only display in a content managed web page when a user is logged in.



The area contains three formats, these are:




  • "Shopping List Product Import Form": Displays a form that allows a user to create a new shopping list, or choose an existing shopping list to import the products into.

  • "Shopping List Product Import Success Message": Displays in the area after the user has submitted the request to import the products, and they have successfully been imported.

  • "Shopping List Product Import Failure Message": Displays in the area after the user has submitted the request to import the products, but the products could not be imported.



Within the Administration Centre's Web Page Editor, when modifying the area it contains one configurable input labelled "Shopping List Products Page". This allows the web page to be chosen that will be used to generate a URL utilised in the "Shopping List Product Import Success Message" format to allow the user to be redirected to the shopping list that the products have been imported into.



Functionality Affected: Shopping List Products Import Form content managed web page area

Impact: Normal



 



Improvements





TOT-3082 - Round order surcharge pricing when added to basket and orders



When a user is creating an order through the Trade interface, or within a content managed web site, at the time the order's details are given and order's surcharges are calculated, the calculated surcharge values are now rounded to the same number of decimal places that product pricing is rounded to.

Previously the surcharge pricing was always rounded to 4 decimal places, which could cause issues when the pricing was imported with sales order data into external business systems.



Functionality Affected: Order Surcharge Calculations

Impact: Major



TOT-3091 - Assign or unassign contract flags to products when a product is added to a local contract through the Customer Account Contracts admin interface



Within the Administration Centre, under the Users Menu, with the Customer Account Contracts interface, when a user adds a product to a contract, flags will now be applied to the product based on the flags assigned to the contract that the product is being added to.

Conversely if a product is removed from a contract, the flags associated with the contract that the product is being removed from will be unassigned from the product being removed.



Functionality Affected: Contract Product Flags

Impact: Normal



TOT-3110 - Settings to customise the labels for volume discounts in the Trade interface



Within the Trade interface, in the Product Search Results page, and on the Product Details page, we have created settings that allow the volume discount dialog, and label in the search listing to be customised.

Within the the Administration Centre, under the Inventory menu, in the Products Settings interface, under the "Trade Product Details Page" section the following settings have been added:




  • Volume Discount Button Label - Sets the label of the volume discount button in the product search table with the Trade interface

  • Volume Discount Dialog Heading - Sets the label of the volume discount dialog that displays within the Trade interface.

  • Volume Discount Section Heading - Sets the heading of the volume discount section within the Volume Discount dialog, and Product Details page within the Trade interface.



Functionality Affected: Product Search Results, Product Details Trade interface pages

Impact: Normal



TOT-3114 - Saving an existing news/blog item within the News/Blogs administration interface to not reassign the user who created the news/blog item



Within the Administration Centre, under the Marketing menu, in the News/Blogs interface, we have modified it so that when an administrator user saves an existing news/blog item, that it does not change the user assigned to the item.

Previously the platform would assign the administrator user modifying the news/blog item to it.



Functionality Affected: News/Blogs Administration Centre interface

Impact: Normal



TOT-3119 - Guest users to be able to set letters and numbers in postcode field of Guest Order Checkout/Submission content managed web page areas for allowed countries



On content managed web page that contains a Guest Order Checkout/Submission area, when guest users are entering the address details of an order, they are now allowed to enter both letters and numbers in the post code field, when the country that they have chosen allows postcodes with alpha numeric characaters.

The chosen countries that support alpha numeric post codes are:




  • ARGENTINA

  • BRUNEI DARUSSALAM

  • CANADA

  • IRELAND

  • JAMAICA

  • MALTA

  • NETHERLANDS

  • PERU

  • SOMALIA

  • SWAZILAND

  • UNITED KINGDOM

  • VENEZUELA



Functionality Affected: Guest Order Checkout/Submission content managed web page area

Impact: Normal



TOT-3124 - Copying products from a user's basket to a shopping list within a Shopping List Products Import Form content managed web page area to set the parent combination product in product links



On a content managed web page that contains a Shopping List Products Import Form, when a user imports products from their basket to a shopping list, the ID of the parent combination product is now copied with the product data.

This then allows the Shopping List Products area that displays a link for the product using the $shoppinglist_product_view_link$ hook in the Shopping List Product Record format to link to the parent combination product.

Additionally if products from a shopping list are imported into the basket then any parent combination data is imported with the products to allow product links in the Basket Products Listing area to link to the parent combination product.



Functionality Affected: Shopping List Products Importing, Shopping List Products Basket Importing

Impact: Normal



TOT-3126 - Shopping List Products content managed web page area to display product quantity as decimals based on project settings



On a content managed web page area that contains a Shopping List Products area, it has been modified so that the "shoppinglist_product_quantity" hook embedded within the Shopping List Product Record format will now display the quantity rounded to the amount of decimal placed, based on the project settings "Decimal Quantities" and "Quantity Decimal Places" set within the Product Settings interface under the Inventory menu in the Administration Centre.



Functionality Affected: Shopping List Products content managed web page area

Impact: Normal



 



Bug Fixes







TOT-3071 - Image hooks with Category Listing Header content managed web page area format not displaying data



On a content managed web page displaying any category area using the Category Listing Header format, if the format had embedded the cat_image_large, cat_image_link, or cat_image hooks, these hooks would not display any image data.

We have modified the format's hooks list so that the "cat_image_large","cat_image_link","cat_image" hooks are no longer listed, since these hooks are not used by the format.



Functionality Affected: Category content managed web page areas

Impact: Minor



TOT-3075 - Taking a long time for the User Details Administration Centre to display



Within the Administration Centre, under the Users menu, within the Search Users interface, after a user search found users and the administrator clicked to view the details of the user, the Users Details page would take a long time to load. Additionally in the Search Users interface if the Last Logged In Date is selected for the found users, it too could cause the user search to take a long time to load.

We have optimised the user search, and obtain details of the user to be able to more quickly lookup and obtain data when the user's last login date and order date data was being obtained.



Functionality Affected: User Search, User Details Administration Centre interfaces

Impact: Major



TOT-3078 - Sales rep users in the Trade interface cannot add products to basket for a customer account that does not any addresses assigned to it



Within the Trade interface, when a user who is marked as a sales rep user uses the Repspace page to assign a customer account. If the customer account contained no addresses assigned to it, then when the user tries to add a product to the basket for the account, a message would display advising that the product does not exist.

Sales Rep feature page has been modified to correctly assign the sales rep user to the chosen customer account, even if the account does not have any address associated with it. Previously the user was notified that they were assigned to the account, when in actual fact the price level associated with the account was not associated with the user.



Functionality Affected: Sales Representative Trade interface

Impact: Normal



TOT-3080 - Purchase Order Number field is still being pre-filled in Order Checkout/Submission content managed web page area when the user's facility permission role does not allow the field to be pre-filled



On a content managed web page containing a Order Checkout/Submission area. If a user was assigned to a Facility Permission Role that had its "Prefill Email field in Order Details" permission set to Deny, the purchase order number field would still incorrectly be pre-filled with the value set for the previous order that was submitted by the user.

The Order Checkout/Submission and Guest Order Checkout/Submission content managed web page areas have been modified to ensure that they do not pre-fill the purchase order number field within the Order Details format if the user facility permission role does not allow it. Previously the area was not looking at the permission which would cause the field to always be pre-filled with the previous order.



Functionality Affected: Order Checkout/Submission and Guest Order Checkout/Submission content managed web page areas

Impact: Normal



TOT-3081 - Inventory role permissions unable to be regenerated when a inventory role contains permission overrides applicable to top level categories



Within the Administration Centre, under the Users menu, within the User Permissions interface, when generating the Inventory Role Permissions, the re-generation process was failing if a inventory role has the View Product permission set to deny, then it also contains an override that allows products to be viewed that are associated to a top level category.

We have modified the Inventory Role Permissions Re-generation process to correctly ensure that all inventory role category permissions are calculated correctly if a top level category has permission to be seen by users associated with the inventory role. Additionally we have made sure that the re-generation process can correctly calculate permissions for categories when categories contain full stop, and square bracket characters. If a category had either of these characters then the category may not have been able to show for the user.



Functionality Affected: User Permissions Regeneration Process

Impact: Major



TOT-3084 - Unable to upload images to content managed website libraries from News/blogs Administration Centre interface



Within the Administration Centre, under the Marketing menu, in the the News/Blogs interface, when editing the details of a news item, after a user had clicked on the Library Images icon then tried to upload an image to a content managed website image library, the uploader showed an icon that reports that the file failed to upload.

This bug was caused by the bug fix from TOT-2954. We have modified the library image file upload process within the Administration Centre to correctly ensure that image files can be uploaded to a content managed website library from within the News/Blogs admin interface, as well as the content managed websites libraries interface.



Functionality Affected: News/Blogs admin interface, Websites libraries admin interface.

Impact: Normal



TOT-3087 - Emedia Email text message editor not displaying loaded text across multiple lines within Emedia Message Administration Centre interface



Within the Administration Centre, under the Marketing menu, within the Emedia Messaging interface, after a user clicked on the Set Message button against an Emedia Email, then clicked the Modify Text Message button in the Configure Email Message dialog, if the text message previously contained text spanning multiple rows in the editor, all the text displayed on one row in the editor, and any new line characters had been stripped from the message.

We have modified the Configure Email Message Dialog so that new line characters are correctly set within the editor. Additionally we have modified the saving process of the Emedia to correctly handle special characters such as slashes, ampersands, angle brackets so that they are correctly set when the Emedia Email is sent to the user in plain text form.



Functionality Affected: Emedia Messaging Administration Centre interface

Impact: Normal



TOT-3088 - Categories connector data import is not assigning all active products to categories if the imports finds products that do not exist



Within the Administration Centre, under the Data menu, in the Data Imports interface, after running a Categories Connector data import, it was possible that products were not all being assigned to all categories, even though the product - category mappings were being exported correctly from the Connector software.

When a Categories data import is run and each of products assigned to a category in the data was being processed, if the import process found a product assigned to a category that does not exist in the TOTECS project, then it would log an error and not try to process any more products for the given catepory. Instead the import process would skip to the next category. Because of this product-category mappings were not being created or updated for some products.

We have modified the Categories Connector Data Import so that it now correctly continues assigning products to a category after it finds a product does not exist when the product-category mapping is being imported into a TOTECS project.



Functionality Affected: Categories Connector Data Import

Impact: Normal



TOT-3094 - Inventory role permissions unable to be regenerated when a category is assigned to a parent category that does not exist



Within the Administration Centre, under the Users menu, within the User Permissions interface, when generating the Inventory Role Permissions, the re-generation process was failing if a inventory role had the View Product permission set to deny, then it also contained an override that allows products to be viewed that are associated to categories that have a parent category ID set that does not link any category that existed.

We have modified the permissions re-generation process so that it now correctly calculates the categories that can be viewed by an inventory role, and ignores adding parent categories that are set with a parent ID of a category that does not exist.



Functionality Affected: Inventory Role Permissions Regeneration process

Impact: Major



TOT-3095 - Redeemable Deal Products Listing content managed web page area embedded in sent Emedia Email contains hooks that does not allow users to add products to basket



On a content managed web page containing a Redeemable Deal Products Listing area. If the web page was assigned to an Emedia Email and sent out to users, in the area's Redeemable Deal Product Record format, if the hooks "product_basket_add_onclick" or "product_basket_quantity_input" were embedded in the format, then when the user tried to use these hooks to add a product to basket from their Email client, the user would not be able to.

We have modified the Redeemable Deal Products Listing area so that if it is embedded and sent out in an Emedia Email, that the hooks "product_basket_add_onclick" or "product_basket_quantity_input" are embedded in the Redeemable Deal Product Record format will be empty when displayed to the user.

Additionally we have added a description about the hooks the explain to Administrator users within the Edit Web Area Format dialog in the Websites Administration Centre interface that these hooks will be left empty when used in an Emedia Email.

Email clients will not allow users to add products to basket, and their is no capability since an Email client cannot log in a user, create a user session, then add a product to basket.



Functionality Affected: Redeemable Deal Products Listing content managed web page area

Impact: Normal



TOT-3099 - Basket total not updating on My Basket Trade interface page after a user has added a product to basket by redeeming a deal



Within the Trade interface, on the My Baskets page, after a user had added a product to basket by clicking on the Redeem button against a deal that displays in the Redeem Deals panel, the product row was added to the basket table, however the subtotal that displays under the table was not being updated with the new basket total.

We have modified the Deal Redemption panel so that after a user clicks on the Redeem button of a deal and the product is added to basket, that the subtotal is refreshed.



Functionality Affected: My Basket trade interface page

Impact: Major



TOT-3100 - Unable to save a content managed web page template that contains a name with more than 30 characters



Within the Administration Centre, from the Websites menu, within the Websites interface, upon right clicking on a web page template and clicking on the Properties menu item, in the Webpage Template Properties dialog if a user clicked on the Edit link, then clicked the Save And Continue button in the Edit Webpage Template Content dialog, if the template's name contained more than 30 characters than an error dialog would display and not allow the contents of the template to saved.

We have modified the Websites Administration Centre interface to limit the amount of characters that a user can set for a web page template name to 45 characters.



Functionality Affected: Websites Administration Centre interface

Impact: Normal



TOT-3102 - Global area container exclusion list not getting updated for a web page template after its content has been updated through the source code editor



Within the Administration Centre, under the Websites menu, within the Websites interface, upon clicking on a web page template, in the Webpage Template Properties dialog if an admin user clicked on the Edit link, then within the Edit Webpage Template Content dialog the admin user added a global container hook to template then clicks on the either of the Save buttons, then when a content managed web page assigned to the template is viewed, the global container's areas would still not display on the web page.

We have modified it so that when an administrator is editing a web page template in the source code editor, upon clicking on either of the save buttons it will now recalculate the global areas that do not exist within the template and can be excluded from being drawn when a content managed web page is viewed using the modified template.



Functionality Affected: Websites Administration Centre interface

Impact: Normal



TOT-3104 - Order approval message in sent Email notification incorrectly displays login ID of the user who created the order instead of the managing user who approved the order



Upon a user creating an order in either the Trade interface, or through a content managed website, if the order was submitted as pending, and required by a managing user to approve the order using the Purchase Manager Approval feature, then once the manager had approved the order, the Email notification that was getting sent to the user who created the order incorrectly displayed the message advising that the user who created the order had approved the order and submitted it.

We have modified the order approval process so that now when a managing user approves or declines an order, in the Email notification that is sent to the user who created the order, the "order_approval_message" hook set the "Pending Order Manager Resolution Email Message Format" setting placed into the Email message, now correctly advises that a manager approved the order. If a managing user approves the order the message hook will refer to the manager as "Your Manager...", however if the order was submitted to a specific user for review then the message hook will display "The User [User_Login_ID]...".



Functionality Affected: Pending Order Approval Email Notification

Impact: Normal



TOT-3105 - Setting the default region for one content managed website causes default regions for other content managed websites to no longer be assign as default regions



Within the Administration Centre, under the Websites menu, in the Websites interface, upon opening the Website Detail interface for a given content managed website, if a region was created or modified and is set to be the default region, then if other content managed websites exist in the TOTECS project that contained default regions, then these regions would no longer be assigned as the default.

We have modified the region creation and updating process to make sure that is a region is being set as the default, it does not cause default regions for other content managed websites to no longer be marked as the default region.



Functionality Affected: Websites Admnistration Interface

Impact: Major



TOT-3107 - Details of an account enquiry invoice cannot be loaded when the invoice contains a hash character in its ID



After a user has logged into the Trade interface, from within the My Accounts page, inside the Invoices tab, after a list of invoices has loaded for the user's assigned customer account, upon the user clicking to view the details of an invoice that contains a hash character in the invoice ID, the details of the invoice failed to show.

We have modified it so that the when the the details of an invoice are requested to be open in a new browser window, that the ID of the invoice passed into the browser's URL is correctly handled when any special characters are contained within the ID, including hashes, equal operators, ampersands, and slashes.



Functionality Affected: My Accounts Trade interface page

Impact: Normal



TOT-3111 - No products able to be imported from shopping lists into a user's basket when the user does not have permission to add at least one product



Within the Trade interface, or on any content managed web page containing a Shopping List Listing, or Shopping List Products areas, if all of a shopping list's products are attempted to be imported into a user's basket, no products would be added to basket if one of the products could not be added to the basket because the user does not have permission to add it.

Within both the Trade interface, and content managed websites, we have modified the shopping list products basket import process to now attempt to import all products into the basket, and ignore products that could not be added because the user did not have permission to do so.

Previously if one product could not added to basket it would cause the product importing process to stop and revert any changes.

This issue would affected by a user not being able to add a product to basket because they did not have inventory role permission that allowed it to do so, or the product was no longer active, or it was a parent combination product.

This same issue would cause order products to not be imported, as well as contract products.



Functionality Affected: Shopping List Product Basket Import, Ordered Products Basket Import, Contract Products Basket Import processes

Impact: Normal



TOT-3112 - Within the Trade interface the My Details page displays the primary billing address of a user's assigned customer account instead of the sales rep user's account in use



If a sales representative user logs into the Trade interface, within in the Sales Representative after the salesrep user chose to use a different customer account, then if they viewed the My Details page, the Account Billing Details area incorrectly displayed the primary address of the customer account assigned to the user, as opposed to the address of the customer account in use for the sales rep.

We have modified the Account Billing Details section so that it displays the details of the customer account that a sales rep user is currently using.

Additionally we have modified the Change Of Account Details Request dialog to also display the details of the current account in use.

Lastly we have modified the page to allow the address 4 and address organisation name fields to display if these fields have been turned on.



Functionality Affected: My Details Trade Interface page

Impact: Normal



TOT-3115 - Within the My Details page of the Trade Interface a user is unable to save an existing address when address4 an organisation fields are turned off



Within the Trade interface, within the My Details page, if a user had selected from an existing address, then clicked the save button, the address would be unable to save if the project did not have either the address 4 or organisation fields turned on.

We have modified the address saving process to ensure that it does not try to validate either the address 4, or organisation fields of an address if these fields have not been turned on from within the Stores General Settings interface within the Administration Centre.



Functionality Affected: My Details Trade Interface page

Impact: Normal



TOT-3116 - Within the My Details page of the Trade Interface the delete button incorrectly shows for an account address that they are unable to delete



Within the Trade interface, within the My Details page, if a user had selected from an existing address that was assigned to the user's customer account, the delete button would display and allow the user to try and delete the address. However if they had clicked on the delete button the server would not allow the address to be deleted.

We have modified it so that if a customer account address is chosen from the address drop down that the delete button does not display, ensuring the user cannot delete an customer account address, since these addresses are typically controlled in external business systems.



Functionality Affected: My Details Trade Interface page

Impact: Normal



TOT-3122 - Uploading an image within the Edit Image Library Admin interface is causing the file name to change to all lowercase letters



Within the Administration Centre, in the Websites interface, once a user had clicked on an image library, in the Edit Image Library interface if a user had clicked on the browse button to upload an image, then chose an image file that contained upper case letters, when the image file was uploaded the file name changed to lowercase letters. This can be an issue if content managed web page area formats use different data to create a link to the library's image URL (such as placing a category code within the URL of an image) but because the image URL does not exactly match the file name's case, it causes the image links to break.

We have modified the single image upload form to not set image files names to be all lower case any more.



Functionality Affected: Websites Administration Centre interface

Impact: Normal



TOT-3123 - Within the Trade interface the search forms displaying attributes as drop down range elements are not containing lists of values



Within the Trade interface, on the Home page, if an attribute search form was displaying on the page that contain an attribute that displayed a drop down range, the attribute values of the drop downs were not being filled, even though products contained a number of attribute values for the drop downs.

This issue was caused by the migration of the TOTECS platform onto the high availability server infrastructure. We have modified all projects to ensure that the attribute search form correctly displays values when showing an attribute's values in a drop down range.



Functionality Affected: Product Attribute Searching

Impact: Normal

 





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