Set “Enable Shipping” to true by default

Change the default value to “true” that is set for ‘Enable Shipping’ property on Product create action

Action Sources:

• Product create form (admin UI http://prntscr.com/1w8tfm6 )
• Import Product (for new products only AND if Enable Shipping column is not specified in the file)

Send Invoice number to payment provider

On Payment Form submit after successful validation:

• If current shoppingCart.invoiceNumber == null
• Generate invoiceNumber
• Set invoiceNumber to the shoppingCart.invoiceNumber
• Set shoppingCart.invoiceNumber to payment data of the payment providers:
  • Eway
  • Authorize
  • PayPal Flow (simple payment)
  • Stripe (in metadata)

Recurring products + canceling subscriptions for recurring product

Reworked recurring models so they all work the same:

• StripeWebHook
  • + Stripe Customer Portal
• PayPalWebHook
• AuthorizeWebHook
• Create Subscriptions
  • RecurringForms
  • Products
  • Events
  • New form type handler
    • + Discount/GiftVoucher logic

Original Request

Ability to create products with recurring subscription.

It will operate in a similar way it did in BC.

0) Fix logic for forms that are NOT type "Generic" that have recurring secure zone/s attached

Add new validation rule on form submission handler:

• If form type is NOT "Generic" AND any of the secure zones attached to the form are recurring
  • Return error with message:
    Recurring secure zone subscription is not allowed for the "{formTypeAlias}" form type

Add new validation rule on form edit action (tab settings) in the admin:

• If form type is NOT "Generic" AND any of the secure zone attached to the form are recurring
  • Return error with message
    "{formTypeAlias}" form type is not allowed for the form that has recurring secure zones subscriptions assigned.

• If form type is NOT "Generic"
  • Show all non-recurring secure zones AND any already selected secure zones (even if they are recurring secure zones)

1) Shopping cart recurring rules

Add validation for ‘add to cart’ and ‘buy now’ functions

• All products in the shopping cart should have the same recurring type
• allow only products with the same recurring type to be added to the shopping cart.
  (This restriction should be applied because token payments don't allow creating multiple subscriptions for different recurring periods using one single payment token)

2) Recurring Orders

Once recurring order is created - mark it as “Main”

All orders that will be created by recurring payments for future payment cycles should be marked as “Suborder”. Link this order to the “Main” order.

Design for displaying “Main” and “Suborders” in the order list:

https://projects.invisionapp.com/share/FTZVU4BE9HS#/screens

Add suborders tab to the “Main” and “Suborders” detail page (api/orders/{id}/suborders)

• https://projects.invisionapp.com/share/FTZVU4BE9HS#/screens/441983575
• Do not show deleted Main and Suborders in the list under suborders tab
• If an order has been deleted before it is marked as Main, then;
  • restore it and mark as Main once recurring webhook is triggered

Add ‘IsRecurring’ and ‘MainOrderId' to Order object: https://prnt.sc/1xpmgbd

3) Canceling Recurring Subscriptions

Provide ability to:

Cancel recurring subscriptions on “Order” > “Suborder” tab (api/orders/{orderId}/cancel-subscription-on-secure-zone)
- from the main order or any suborders
https://projects.invisionapp.com/share/FTZVU4BE9HS#/screens/441983574

Cancel subscription by logged in user:

• Add new properties to the order object in liquid:
  • `mainOrderId` (int)
    • Tag output: {{order.mainOrderId}}
    • Description:
      instance id of the main order if current order is a recurring sub order
      • if order has NO recurring subscriptions or the order is Main in recurring order sequence
        • null
      • else
        • id of the main order
  • `isRecurring` (boolean)
    • Tag output: {{order.isRecurring}}
    • Description:
      true if order has attached recurring subscription
  • `hasActiveSubscription` (boolean)
    • Tag output: {{order.hasActiveSubscription}}
    • Description:
      true if order has attached recurring subscription AND it's state is Active, PastDue or Incomplete
• [UI] Add "Cancel Subscription Form" to "CRM" toolbox menu (Show starting Pro plan)
  • Code Generated:
    {% if order.hasActiveSubscription %}  
    
    <form action="/public/api/subscriptions/{{order.id}}/cancel-subscription" method="post" onsubmit="return confirm('Are you sure you want to cancel this subscription?')"><input type="submit" value="Cancel Subscription"></form>
    
    {% endif %}  
• if the form is submitted by a user who is not logged in 
  • show system error-page. With message:
    Not logged in users are not allowed to cancel subscriptions
• if the form is submitted by a user that doesn't belong to the subscription
  • show system error-page. With message:
    You can't cancel the subscription that wasn't created by you

After cancelling a subscription:

• Still show main order and sub orders on “order” > “suborder” tab
• do not show cancel subscription button
  

4) Recurring Events

Add ability to create recurring event subscriptions.

• add system field “Recurring Type” to the event system fields list
  (same field that is used for secure zones)
• once payment is made using ‘SingeItem’ form linked to the event with “Recurring Type” not equal to None
  • create recurring subscription order using event price and period selected in Recurring Type
• On event delete action - if it has active recurring subscriptions - show an error message:
  The item with active recurring subscriptions can't be deleted

5) Recurring Generic Forms

• Create a new form type for general recurring payment
  • “Recurring” (for general forms with arbitrary recurring payment collection)
• Only show and allow recurring secure zones via form’s Settings -> Secure Zones dropdown
• add “Recurring Type” setting on Form -> Form Builder tab.
  • Do NOT show “None” option for Recurring Type
  • [UI] Show “Recurring Type” only if selected form type is “Recurring” (for both: create and edit form layouts)
• ​On Create form action
  • if Form Type is Recurring
    • Automatically add "Accept Payment" field to the form
    • If Recurring Type accidentally comes as NULL or None
      • Set ‘Daily’ by default
• On Edit form action (Form Builder tab)
  • if Form Type is Recurring
    • If the "Accept Payment" field is not selected on the form builder - show an error:
      Recurring form can't be saved without the "Accept Payment" field
    • If the "Email" field is not selected on the form builder - show an error:
      Recurring form can't be saved without the "Email" field
• on Recurring from submitting (accident cases that should be prevented by the logic described above but still may happen due to unexpected errors)
  • if Recurring Type is (NOT equal to None AND is NOT NULL)
    • create recurring subscription order using form price and period selected in Recurring Type
  • else - show error message:
    Recurring form can't be submitted without the "Recurring Type" field
  • if the "Accept Payment" field is not selected on the form - show an error message:
    Recurring form can't be submitted without the "Accept Payment" field

6) Recurring Product

• Change “Recurring Type” property options to be the same as for secure zones
• Show error on checkout submit if products with different Recurring Types are added to the shopping cart:
  Recurring type [typeName] is not allowed for the current payment: gateway
• create recurring subscription order using product price and period selected in Recurring Type
• On product delete action - if it has active recurring subscriptions - show an error message:
  The item with active recurring subscriptions can't be deleted

7) Submitting form with recurring payment error cases

• On form with recurring payment submit
  • If PaymentMethod is CreditCard OR Paypal
    • if PaymentMethod is FREE AND totalPrice after discount  is 0 AND discount applies for ALL recurring payments
      • proceed request and create order
    • else
    • Show validation error:
      • This payment type is not allowed for the recurring subscription

OSE (Nice)

UI

• add new Froala WYSIWYG editor
• remove jQuery dependency from nice frontend implementation

BE

• Add Nice content wrapping logic (like it was in v5)
• Add simple text blocks wrapping logic (like it was in v5)
• Add Nice scope collection and output via js for frontend scripts

CRM contact ‘States’ improvements

Add new Secure Zone verification setting to:

• Settings -> Misc -> CRM Settings   ️
  • Enable email verification flow (Default = true)
  • When false: ️
    • Do not send (or require) a verification email for secure zone subscriptions
    • On login - do not show validation error if isEmailVerified property of the member is false and just log the user in

Improve Secure Zone registration logic️:

• If a user submits registration form with correct email and password (or if EnableEmailVerificationFlow=false AND if is first registration form submit)​:  ️
  • automatically log user in if isEmailVerified=true or EnableEmailVerificationFlow=false

Edit Account form - change email address

• When member changes email address - create internal request for new email  ️
• Validate if new email is not used ️
  • if used - return false result
• If Enable email verification flow == true ️
  • Set new email to desiredEmail property of the contact record
  • Send verification email ️
  • If verified ️
    • replace email with desiredEmail value
  • Else ️
    • allow login under old email until confirmed
• else  ️
  • replace email with desiredEmail value

CRM contacts ‘states’ indicator ️

Ability to see state of the CRM contact  ️

• CRM contact crmType=Contact (no icon)
• CRM contact crmType=Member AND isEmailVerified=true  (blue icon)
• CRM contact crmType=Member AND isEmailVerified=false AND EnableEmailVerificationFlow=false (blue icon)
• CRM contact crmType=Member AND isEmailVerified=false AND EnableEmailVerificationFlow=true (grey icon)

DESIGN:

https://invis.io/TPZ0MD55NJA

Liquid improvement

Extend object of {% component type: "CRMContacts" %}  ️

• add crmType property to contact object:️
  • values
    • Contact
    • Member
• add isEmailVerified property to contact object️ (Boolean)
• Extend filtering of {% component type: "CRMContacts" %} (add to toolbox also)️

• add to ‘filterBy’:
  • crmType
    • Contact
    • Member️
  • isEmailVerified
    • true
    • false
• Note: these filters would search by actual CRM contact records data, regardless of the state of Enable email verification flow flag.

Logic improvement

• When the registration form is submitted
  • set crmType=Member  ️
• When CRM contact edited by admin when a new password is set
  • set crmType=Member ️
  • set isEmailVerified to true️

Resend Verification Email

• Add “Resend Verification” button in admin (http://prntscr.com/13e3l2l)
  • show only if isEmailVerified=false

CRM Contacts Advanced Search

• Add searching and sorting to CRM contacts
  • CRM Type
    • all
    • contacts
    • members
  • Member Type
    • all
    • non-confirmed member
    • confirmed member
• Remove member type options if CRM Type == contact

DESIGN:
https://invis.io/TPZ0MD55NJA

Update CRM Contact data scopes improvements and refactoring

Update CRM Contact data scopes improvements

Refactor the CRM contact update function based on the following existing update scopes:

1. Update CRM contact from Admin UI Scope
   1. Allow editing if
      1. User is logged in into Admin UI via admin login form
   2. Disallow editing following fields
      1. IsDataUsingAllowed
2. Update Account Form Scope
   1. Allow editing if
      1. User is logged in via site login form
   2. Disallow editing following fields
      1. Role
3. Update CRM Contact Form Scope (form rendered by {% component type:"member_update_form" %})
   1. Allow editing if
      1. User is logged in via site login form AND has Role==Admin
   2. Disallow editing following fields
      1. IsDataUsingAllowed
      2. Role
4. Update CRM Contact via general form submit Scope
   1. Disallow editing following fields
      1. All Contact Fields 
         1. If (see Update CRM Contact and related data fix)
5. Update CRM Contact via stripe customer portal Scope
   1. Edit following fields on "customer.updated" webhook retrieve:
      1. Email
      2. Country
      3. City
      4. State
      5. Address
      6. ZipCode
      7. Phone

Update Stripe customer data on update CRM contact action

On any update account scopes (except Update CRM Contact via stripe customer portal scope)

• if CRM customer has stripe customer relationship.
  • update the following stripe customer's fields:
    • Email
    • Country
    • City
    • State
    • Address
    • ZipCode
    • Phone

Update CRM Contact and related data fix

On general form submit

• 1) If CRM Contact by formSubmissionData.Email is already exists AND CRMContactRecord.crmType==Member
  • if form is a registration form AND Enable email verification flow == true AND CRMContactRecord.isEmailVerified==False
    • Go to Point 2)
• else
  • Skip updating existed CRM Contact data by info in formSubmissionData
  • Skip updating Advanced CRM Group fileds if group is attached to the Contact data
    • however create groups for Form Submissions, Orders and Event Bookings with the info from formSubmissionData if group is also attached to the appropriate CRM entity
• 2) else
  • Create or update CRM Contact data by formSubmissionData
    • If formSubmissionData.<contactFieldAlias> == "" - DO NOT update CRMContactRecord.<contactFieldAlias> ️
• Create or update Advanced CRM Group fileds if group is attached to the Contact data using info in formSubmissionData
  • If formSubmissionData.<AdvancedCRMGroupfiledAlias> == "" - DO NOT update AdvancedCRMGroup.<AdvancedCRMGroupfiledAlias> attached to the CRM Contact ️
    
• If form is a registration form
  • follow the registration process (improvements to the registration process are described in CRM contacts states improvements)

Update form field names for consistency

Change names for all fields from Camel Case to Pascal Case (start with capitalized letter) in order to set them to standard.

This change is backward compatible.

Change names on ‘Update Account Form’ layout:

• email => Email
• firstName => FirstName
• lastName => LastName
• confirmPassword => ConfirmPassword
• password => Password
• oldPassword => OldPassword
• site => Site
• address => Address
• phone => Phone
• city => City
• state => State
• zipCode   => ZipCode
• country => Country
• status => Status
• notes => Notes
• All advanced crm group fields => UpCase first letter
  • example: dealersettings_FreeEuTaxation => Dealersettings_FreeEuTaxation

Change names on ‘General Form’ layout:

• All advanced crm group fields => UpCase first letter
  • example: dealersettings_FreeEuTaxation => Dealersettings_FreeEuTaxation

Invoice number sequence shift on edit order

When editing order and changing invoice number

• If new invoice number is bigger or equal to the next invoice number in invoice number sequence
  • next invoice number value in invoice number sequence to new invoice number+1

Check Wholesaler status on payment flows

For all forms

• if from has field Accept Payment AND (formType is SingleItem OR Checkout)
  • Compare current logged in user type with CRM contact record determined by email in formSubmissionData (if no user is logged in - set as Consumer)
    • If they are different - show an error message:
      The submitter and CRM member types do not match.

Import Contacts improvement (update email flow)

On import for each contact record

• if row contains id
  • if contact record found (by id)
    • if record email is different from import value
      • if there is no such email in the DB
        • change email for the record
      • else
        • skip whole record update process
    • else
      • update record
  • else
    • skip whole record update process
• else
  • try find contact record by email
    • if found
      • update record
    • else
      • create record

Add .stl .dcm extensions to the CMS

Add ability to upload files with extensions:

• .stl
• .dcm

Restrict selecting child module that is already set as parent to another module

Module -> Settings -> Advanced settings:

• Allow creating foreign items from other existing Custom Modules setting
  • if the selected module is changed:
    • Do not allow to save linkage to that new module if it is already linked to another module as a parent or a child module.
      Show error:
      This module already has parent-child relation

Import the same items - doesn't work autocomplete URL's

https://treepl.slack.com/archives/C023SU50YQP/p1636929659049100

1. Create custom module and import files
2. In files create several the same items with the same name and URL's (settings "disable autocomplete" should be turn off)

Actual:

After importing display items with the same URL's

Expected:

If URL' s repeated - should be added 1 to URL's

Contacts - import with 100+ CRM fields doesn't work

1. Go to CRM -> Contacts
2. Import file from attachments
   
   Expected:
   Contacts imported
   Actual:
   Error is shown http://joxi.net/xAeoWX8UM7Mgzm

Price is not showing correctly  for the 'Monthly' secure zone

it does not change from $40 to $12 which is how it is set up in the system

https://services.treepl.co/developer-dashboard-tickets/5492/team_chat

Advanced CRM group in Custom Report, Contact, Form Submission, Order Import/Export

https://treepl.slack.com/archives/C023SU50YQP/p1633928363236300

1. Create or Update Advanced CRM group (change order of fields)
2. Go to Custom Report (after Export file) -> all order fields display not like in Adv CRM Group VIDEO

recapcha v3 - add CMS_CustomSubmit

Add in recaptcha v3 (live and trial sites) info about CMS_CustomSubmit https://www.screencast.com/t/rs4jGR6iNl - as on right side

Сustom module - create custom property with system name

1. Create custom property with name - "Name"  https://prnt.sc/1wlilt4
2. After create the second custom property with the name  "test" - display error https://prnt.sc/1wlio9x
3. After trying to add a new column in the table - display error too https://prnt.sc/1wlirp1

Expected:

Create custom property without errors

Actual:

Display error 1wlio9x

Issue with the extension being in uppercase (.PNG)

https://treepl.slack.com/archives/CC1074CQM/p1637197285103200

1. Go to file manager and upload PNG with uppercase
2. png files don’t show a preview thumbnail (in module image list)

Custom module - "media" property doesn't work in form CreateCustom Module

1. Go to custom -> settings -> site user permissions and enable "Allow Adding New Items" http://joxi.ru/BA0YlbaC146Eqr
2. Go to item properties and add custom property "media" http://joxi.ru/Vm6Y13kC37LMPr
3. Add form on page
4. Go to front end this form and submit form http://joxi.ru/V2V7ovGtBv7yPA
   
   Expected:
   New module item was created
   
   Actual:
   Error is shown http://joxi.ru/KAgVLJET59MvJ2

{{this}} on Product not correct display ID of item

https://treepl.slack.com/archives/C023SU50YQP/p1635113198006700

1. Put on the order page, invoice or workflow {{this}} - in this object not correct display id of the product https://prnt.sc/1xa0rsw

Actual:

https://prnt.sc/1xa0rsw

Expected:

Should be 2214

In JSON not correct display "Pagination"

https://treepl.slack.com/archives/C023SU50YQP/p1636064810034300

1. Put on page component with collectionvariable
2. In JSON display "Params" except "Pagination" https://prnt.sc/1yeln01
3. Also check this tag {{this.pagination.totalItemsCount}}

Actual:

In JSON display "Params" except "Pagination" https://prnt.sc/1yeln01

Expected:

In JSON display "Pagination"

CRMContacts - sortBy: "UpdatedDateTime" liquid error

Put this code on page

{% component type: "CRMContacts", sortBy: "UpdatedDateTime", sortOrder: "DESC", collectionVariable: "customer", layout: "" %}

<pre>{{customer}}</pre>

Display

it results in Liquid Error: Expression of type 'System.Nullable`1[System.DateTime]' cannot be used for return type 'System.Object'

Admin Reset Member Password - in liquid add info about who was reset password

1. Go to system email -> Admin Reset Member Password
2. Put in email {{this}} tag  and reset some user password - email doesn't receive https://prnt.sc/1wmyclo

Expected:

In liquid should display email and name that user who change password https://prnt.sc/1wmypip

Actual:

Email doesn't work with {{this}} tag

https://treepl.slack.com/archives/C023SU50YQP/p1634433420261700

Custom reports - filtering by crm group fields doesn't show fields of other crm groups in results

ticket - https://services.treepl.co/qa-dashboard-tickets/5302/issues

1. Go to https://justicenet.org.au/admin/custom-reports/14081/filters
2. Check tab filers with one filter http://joxi.ru/brRxondHB46z42
3. Pay attention these fields do not appear in the results http://joxi.ru/a2XNoY7TQ7gWLr although they are in contact and are filled

Menu/Domains - not correct order in links

Go to Menu -> create a new item and assigned link -> in list of pages not correct order https://prnt.sc/1yr1vu6 AND https://prnt.sc/1yr3z1e

Liquid Error in Deferred Order Payment Email

Go to https://stage-test.trialsite.co/admin/system-emails/336 and add {{this}} on email content

Notify the client with this message http://joxi.ru/L21BOJ3twvzX4A

Expected: the customer received an email with the correct content

Actual: Liquid Error: Self referencing loop detected for property 'OrderStatus' with type 'eCommerce.BusinessModel.DomainModel.OrderStatus'. Path 'Order.OrderStatus.CustomWorkflows[0]'. http://joxi.net/gmvXNVjCewd93A

Time zone - incorrect time

1. Create and update item
2. Check output {{this.LastUpdatedDate | date: "%a, %b %e, %Y - %r" }}
3. Site time differs from update time http://joxi.ru/Vm6Y13kC37WOKr

Group layout - should be {{this.id}}

In layout of group item not correct display

{{this.id}} https://prnt.sc/1wzn9tv

Actual:

{{{this.id}}}

Expected:

{{this.id}}

https://treepl.slack.com/archives/CRUAT8GGZ/p1634840447001700

Custom Module - module export doesn't work

Attempting Export of Module, Error is shown on console http://joxi.ru/eAOOo65cv7awxA

Update item from front - update info deleting media fields

https://treepl.slack.com/archives/C023SU50YQP/p1631146501107000

1. Update item from front with media
2. On front not edit media - click edit - info about media - will be deleting https://prnt.sc/1rm4oa5