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/...