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