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