Portal

2021-09-20 | 3.5 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4360, CHANGE-4375] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.4.24-3002

3.5.12-3

New Features

Portal

Backend, UI

Renamed the "CRM" service to a new "Messaging" service, which will include CRM, email marketing, mobile messaging, and other related functionality.

Portal

Backend, UI

Users can access the XDMB content builder app from the 4 dots menu, and screen content created in the app can be delivered directly to third party digital promotion services.

Portal

Backend

Logs and database entries exclude or encrypt all personal identifiable information of users and merchants, including name, phone, address, email, and username fields.

Portal

Backend, UI

Added "End of Day Notifications" to the available target entities in the Data Stream Service, accessible through the "EOD" tab on the "Data Stream Endpoints" form.

Portal

Backend

Company IDs in Portal are linked to their CRM company IDs.

Improvements

Portal

Backend

Divided the management functionality for site hierarchies into "Sites.Hierarchies.View" and "Sites.Hierarchies.Manage" permissions.

Portal

UI

The "Loyalty" modal on the "Services" tab of company settings maintains validation errors when settings are saved with invalid data.

Portal

UI

The color picker in the company "Tag Manager" tool works as expected.

Portal

UI

The search function on the "Add User Group" popup on the "Users and Groups" tab works as expected.

Portal

Backend

Deleted companies are removed from Services.

Portal

Backend, UI

Users cannot be unassigned from sites associated with a user group in which they are included.

Portal

Backend

The "New Site" form maintains information in required fields as expected when a role override is added.

Portal

UI

The "Site Count" column on the "Select Company" page displays the number of sites in that company to which the current user is assigned and indicates in brackets if that is the total number for the company.

Portal

Backend, UI

Adding and removing brands alters the availability of services and subscriptions of a company, and confirmation messages for deleting a brand inform the user of all services that will be removed.

Portal

Backend

Permission restrictions on the "Company" edit form apply for users as expected.

Portal

UI

The "Transaction URL" field tooltip on the Citcon service popup displays in the expected location.

Portal

UI

Scrolling functionality works as expected for all grids on the "Brands" tab of company settings.

Portal

Backend, UI

New sites use their company's "Country" value as the default for that field.

Portal

Backend

Sites maintain their Xenial ID value as expected after loyalty services are activated.

Portal

Backend

Disabling a custom service for a company also disables the service for all of the company's sites.

Portal

UI

The number of services in the sub-header of the "Add Services" modal changes to reflect the number of services currently displayed by applied search filters.

Portal

UI

The "Services" grid only marks custom services as requiring further configuration when they have missing values in required fields.

Portal

UI

Aesthetic improvements.

Portal

Backend, UI

The Site Selector disables the "Select Site" option and displays a loader until it has finished processing all user inputs.

Portal

Backend, UI

Disabling a delivery service for a company also deactivates and removes the service for all of the company's sites.

Portal

UI

Warning messages for closing the site edit form with unsaved changes only display when a user has applied changes to the form.

Portal

Backend

Company settings do not maintain configuration details once a service is a deactivated.

Portal

UI

The "Benchmark Service Configuration" modal displays fields in the expected order and with the expected placeholder text.

Portal

Backend, UI

Users can edit all available services on the new site creation form.

Portal

Backend, UI

The site form, users form, and admin page do not prompt users to enter saved passwords when entering site ID, name, or email values.

Portal

UI

The "Add Services" modal for sites in bulk mode only displays services that are active for the company.

Portal

Backend

Updated the people collection schema to support exact match search functionality for first name, last name, and email values.

Portal

Backend, UI

The "Copy Site" modal on the "Sites" page works as expected.

Portal

Backend, UI

The "Users" grid displays updated role names as expected.

Portal

Backend

The "/people" endpoint can accept integrator tokens.

Portal

Backend

Users can activate Citcon service at the site level as expected.

Portal

Backend

Sites in the "Use Company Settings" environment encrypt the Xenial Loyalty service password as expected.

Portal

Backend

Xenial Loyalty service saves custom merchant URLs as expected for sites with the "Use Company Credentials" setting active.

Portal

Backend, UI

Multi-factor authentication accepts valid code inputs submitted with the "Enter" key as expected.

Portal

UI

Multi-factor authentication displays the input field without a list of previously entered codes.

Portal

Backend, UI

Unique store ID validation displays and disables the save button as expected for the Xenial Loyalty service.

Portal

UI

The "Xenial Loyalty Service Configuration" modal displays the "Use Company Credentials" toggle for the "Custom" environment as expected.

Portal

Backend

Users can delete sites from the "All Sites" page as expected.

Portal

Backend, UI

Users can create a new custom loyalty service for a company that previously had a custom loyalty service which was deleted.

Portal

Backend, UI

Added new configurations for the Genius Transport Service and validation that prevents users from removing the service while the peripheral is configured.

Portal

UI

Searching entity grids by ID works as expected at the company level.

Portal

Backend

Validation on the "Users" tab only applies to fields that can be edited.

Portal

Backend, UI

The custom percentage values on the QR code service configuration modal revert to their default values when the user inputs an invalid percentage.

Portal

Backend

Added logging support and sensitive data masking to identity provider requests.

Portal

UI

The popup for removing a user from a user group displays the user's name as expected.

Portal

Backend

The "Customer Admin" role has the "Companies.Item.View" permission enabled by default.

Portal

Backend

API logs mask the email field as expected.

Portal

Backend

Database documents reflect changes to the Data Stream subscription's availability as expected.

Portal

Backend

Updated the Genius Service configuration to remove the 443 port from the Token, Transaction, and Reporting URLs.

Portal

Backend, UI

The "Users" grid opens as expected for all companies.

2021-09-12 | 1.0 and 3.4 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4299, CHANGE-4302] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.4.24-3001

3.4.24-3002

Permission Provisioning Tool (PPT)

1.0.293

1.0.303

New Features

Portal

Backend, UI

Users can access and manage data stream endpoints from the "Data Stream Endpoints" page and edit form.

Portal

Backend, UI

The Data Stream Service is configured on the site level.

PPT

Backend

The "Training Mode" permission allows users to start and finish training mode on Point of Sale terminals.

PPT

Backend

The "View Data Stream Endpoints" and "Manage Data Stream Endpoints" permissions allow users to view and create, edit, copy, and delete data stream endpoints.

PPT

Backend

The "Download Recordings" permission allows users to download recordings of ordering interactions.

Improvements

Portal

Backend, UI

Multi-factor authentication requests time verification codes at the expected intervals.

PPT

Backend

The role edit UI includes the "POS.Order.Entry" permission in the available permissions for all roles and automatically enables it for all expected roles.

PPT

Backend

The "Companies.Item.View" permission is assigned to the "Customer Admin" role by default.

Older Releases

2021-08-22 | 1.0 and 3.4 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4095, CHANGE-4225] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.4.24-3

3.4.24-3001

Permission Provisioning Tool (PPT)

1.0.292

1.0.293

New Features

Portal

Backend

Logs include request URLs from third party authentication services with all sensitive or personal data masked.

PPT

Backend

Users can view and apply site hierarchies through the new "Sites.Hierarchies.View" permission, and can manage site hierarchies through the new "Site Hierarchies" group in "Settings and Tools."

2021-08-08 | 3.4 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4093] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.4.11-3

3.4.24-3

New Features

Portal

Backend, UI

Added a menu reference that links to the XVR application UI.

Portal

Backend

Added new merchant ID fields for third party online payment services to the Genius Transport Service configuration on the site level.

Portal

Backend, UI

Added a new page for multi-factor authentication after the initial login page.

Portal

Backend, UI

The "request_tip" flag allows users to set whether order tips are requested within the UI of online payment services.

Portal

Backend, UI

Added the "Xenial Loyalty" service as a loyalty service provider option on the "All Services" page and the company and site forms.

Portal

Backend

Added a new endpoint for the "Refresh XKM Data" action.

Portal

Backend

Implemented global and company specific encryption keys.

Improvements

Portal

Backend

Expanded logs for the "/token" endpoint.

Portal

Backend

User documents include the last date the user logged in.

Portal

Backend, UI

Added validation for third party retail operating services to modal windows on the "Services" tab.

Portal

Backend

Enabling loyalty services on the company level activates the service on the site level as expected.

Portal

UI

Updated the company and site level service forms.

Portal

Backend

Updated site level logic for tips and added a recommended tip percentages array to subscriptions.

Portal

Backend, UI

Added XKM data refresh functionality to the UI, using Portal as the request destination.

Portal

Backend, UI

Inactive customer intelligence services can be saved with invalid or empty data as expected.

Portal

Backend

User profiles update as expected.

Portal

UI

The "Select Site" button on the Site Selector returns users to the Master List when no sites are selected.

Portal

Backend

The CRM database records newly created companies as expected.

Portal

UI

The number of stations on each site displays as expected after an XKM data refresh for multiple sites.

Portal

Backend

The data stream receives and publishes station refresh requests as expected.

Portal

UI

The "Select All" checkbox on the Site Selector only selects filtered sites when filters are applied.

Portal

Backend

The "All Services" grid opens as expected after a user saves a service without making changes.

Portal

UI

Validation for required fields displays as expected on the "Company Settings" page.

2021-07-21 | 3.4 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4036] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.4.11-2

3.4.11-3

Improvements

Portal

UI

After a user returns to the Master List from a site list, the Site Selector opens the site list for subsequent selections as expected.

Portal

Backend

Loyalty services must be added and activated manually on the site level.

Portal

Backend

Analytics services must be activated individually on the site level.

Portal

UI

Subsequent uses of the Site Selector filter the site results as expected.

2021-07-14 | 3.4 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3989] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.4.9

3.4.11-2

Improvements

Portal

Backend, UI

Site forms retain Reputation service data as expected while adding other services or information before saving.

Portal

Backend

The Analytics database maintains MCC values as expected when Customer Intelligence or Benchmark services are deactivated for a site.

Portal

Backend, UI

Analytics services cannot be saved with invalid or empty data if at least one analytics service is active, but can be saved with invalid or empty data if all analytics services are inactive.

Portal

Backend

Error messages for activation of Customer Intelligence services for suppressed merchants are consistent across business types.

Portal

Backend

The "Select Site" option on the Site Selector returns users to the Master List when no sites are selected.

2021-07-11 | 1.0 and 3.4 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3919, CHANGE-3934] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.3.92-6

3.4.9

Permission Provisioning Tool (PPT)

1.0.289

1.0.292

New Features

Portal

Backend, UI

Users can opt out of Multifactor Authentication at the company level.

Portal

Backend

Implemented an "allow_cleanup" property to designate companies for automatic deletion of all sites and data.

PPT

Backend

Users can add and delete Named Calculations through the new "named-calculation.Add" and "named-calculation.Delete" permissions.

PPT

Backend

Users can view Labor Performance reports through the new "Reporting.Labor.Performance" permission.

PPT

Backend

Admins and approved users can access and modify data in the XSAC group through the new "XSAC.Manage" permission.

Improvements

Portal

Backend, UI

Custom fields can be created as expected.

Portal

Backend, UI

Added the "Port" and "Directory" fields to the UI of third party retail operating systems.

Portal

Backend, UI

Disabling services for a company deactivates those services on all of that company's sites.

Portal

Backend

The "4 dots" multi-app menu only lists Benchmark and Customer Intelligence services for companies where those services were activated on the "All Services" page.

Portal

Backend

Adding an online payment services subscription to a company activates the service on all of the company's sites as expected.

Portal

Backend

The "Add Xenial Order Sources" modal in the "Order-Source Mapping" section for loyalty services displays as expected.

2021-06-30 | 3.3 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3917] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.3.76-8

3.3.92-6

New Features

Portal

UI

A user's current environment displays as a label icon beside the logo in the header if it is different from the Production environment.

Portal

Backend, UI

Added online payment QR code services to the "All Services" page, to the company form, and, when enabled, to the site form.

Portal

Backend

Added an endpoint for checking merchant status.

Improvements

Portal

Backend, UI

Only user groups with assigned sites display on the Sites tab of the User edit form.

Portal

Backend

Sites with an existing but inactive analytics subscription can be updated and saved as expected.

Portal

Backend, UI

Deleting a site from a company removes it from the Analytics Web App as well.

Portal

Backend

Creating or Deleting a site for a company adds or removes it from the merchant's online payment services account as well.

Portal

UI

The configuration modal for business management services includes the expected placeholder text for the "Partner ID" field and validation that highlights required fields in red.

Portal

UI

The configuration modal for business management services displays as expected in bulk mode.

Portal

Backend

Infrastructure improvements.

Portal

UI

Error messages for suppressed Merchant Category Codes display as expected in the Customer Intelligence service.

Portal

UI

Sites maintain service names as expected when the page reloads.

Portal

Backend

Added the variable for the multi-factor authentication support phone number to serverless files.

Portal

Backend

Users with the admin role can add Reputation services to a site as expected.

Portal

Backend, UI

The "All Services" tab displays as expected after a user removes companies from delivery services.

Portal

Backend, UI

Added uniqueness validation for the "Merchant ID" field to the "Benchmark Service Configuration" modal.

Portal

Backend, UI

The "Benchmark" service can be added as expected to a site from which it was previously deleted.

Portal

Backend, UI

The Benchmark service transfers all required field data to the Customer Intelligence service when the user activates that service.

Portal

Backend

The Analytics database creates and stores only one demographic record after multiple Analytics services are activated for a site, as expected.

Portal

Backend

Users can return to the Master List from the Site Selector through the "Remove Site Selection" button.

Portal

Backend

Subscription data is maintained in site documents when the subscription is disabled for the company.

Portal

Backend

The site edit form maintains online payment service location IDs as expected when payment integration services are activated.

Portal

Backend, UI

Deactivating online payment QR code services for a company removes the service from all of the company's sites as expected.

Portal

Backend

Sites maintain active services as expected when updating.

Portal

Backend, UI

The "Add Xenial Order Sources" option for merchant loyalty subscriptions includes all order sources created for the company.

Portal

Backend

The service URL for online payment services is deployed in the expected environment.

2021-06-09 | 1.0 and 3.3 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3529, CHANGE-3821] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.3.76-4

3.3.76-8

Permission Provisioning Tool (PPT)

1.0.263

1.0.289

New Features

PPT

Backend

The ability to change PIN numbers can be restricted using a new "Change PIN" permission.

PPT

Backend

Admins can access and modify data on the XOO Backend through the new "Backend.Ordering" permission.

PPT

Backend

Users can create, edit, and delete Custom Service Configurations for a company through the new "CustomServiceConfiguration.Manage" permission.

PPT

Backend

Admins and approved users can access the Xenial Payment Router through the new "Access.Manage.XPR" permission.

Improvements

Portal

Backend

The Location Selector displays only active sites in the Reputation App.

Portal

Backend

Added error validation for suppressed Merchant Category Codes to the Customer Intelligence Service.

Portal

Backend

Sites generate demographic data as expected after multiple analytics services are activated.

Portal

Backend

Sites maintain reputation services as expected when updating.

PPT

Backend

Updated the Global and Company level descriptions of view and edit permissions for subscriptions and services.

2021-05-26 | 3.3 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3740] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.3.72-4

3.3.76-4

New Features

Portal

Backend, UI

Added new "Customer Intelligence" and "Benchmark" services to the options on the "All Services" page.

Portal

Backend

Added new delivery services on the company and site levels with single and bulk editing capability.

Improvements

Portal

UI

The "Refresh POS Data" modal loads and displays the loader icon as expected.

Portal

UI

Warning messages display as expected when a user activates Reputation services with a merchant ID that is already in use.

Portal

Backend

Infrastructure improvements.

Portal

Backend

Online payment QR code services and data are maintained as expected when sites are updated and saved.

Portal

Backend

The "parseIntConfigParams" function works as expected.

Portal

Backend, UI

Resolved customer portal login page syntax error related to MFA.

Portal

Backend

Added the "MFA_SUPPORT_PHONE_NUM" variable to the "serverless.yml" file.

Portal

Backend

Reputation services can be activated on the site level as expected.

Portal

Backend

The "All Services" tab loads as expected after a user deletes companies from a delivery service.

Portal

Backend

Validation on the "Benchmark Service Configuration" modal ensures users enter a unique Merchant ID.

Portal

Backend

The "Benchmark" service transfers data to the "Customer Intelligence" service as expected.

Portal

Backend

The "Benchmark" service can be added as expected to a site from it was previously deleted.

2021-05-19 | 3.3 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3668] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.3.69-6

3.3.72-4

New Features

Portal

Backend

Implemented Fingerprint API to track user verification fingerprints and allow for easier login within one hour of an initial login.

Portal

Backend, UI

Implemented company level onboarding form for online payment QR code services.

Improvements

Portal

Backend

Added MFA reset process for users locked out after 5 incorrect password entries.

Portal

Backend

Error validation for the "New Service" form for custom services highlights required fields in red as expected.

2021-05-13 | 3.3 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3660] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.3.56-133

3.3.69-6

New Features

Portal

Backend, UI

Implemented and added support for a new "Custom Services" page that third party developers can use to create their own services and integrations with loyalty providers.

Portal

Backend, UI

Added business management services to the subscription options for sites.

Portal

Backend, UI

Added new delivery services to the options for companies on the "All Services" page.

Portal

Backend

Implemented a random password generator that creates passwords for new users created by authentication services.

Portal

Backend, UI

Added the ability for users with the Data Stream Service subscription to enable/disable the following topics:

  • Orders

  • Drawers

  • Deposits

  • Punches

Improvements

Portal

Backend

Added "updated_by" and "updated_at" audit fields for delete operations.

Portal

Backend

Role permissions can be updated as expected.

Portal

Backend

MFA verification works as expected when the page URL is changed.

Portal

Backend

Added support for custom SSR environments through a "SSR_ENV" environment variable.

Portal

Backend

"Deputy" service can be added to existing sites through the "Company Settings" page as expected.

Portal

Backend, UI

The "Excluding the Following" condition on the "All Services" page works as expected on the company level.

Portal

Backend, UI

The "Including the Following" condition for brands works as expected on the site level.

Portal

Backend

Infrastructure improvements.

Portal

UI

Payment integration services display as expected on the site form after activation.

Portal

Backend

Online payment QR code services are maintained as expected when sites are updated.

Portal

Backend

Added fields to "/info" endpoint responses that identify the application's deployment region.

Portal

Backend, UI

The "Forgot Password" option sends users an email with a reset link and works as expected.

Portal

UI

Bulk activation works as expected for payment integration services.

Portal

Backend, UI

Services that are deactivated on the company level cannot be activated on the site level.

Portal

Backend

The "Clear Data" function works as expected on the company level.

Portal

Backend

User tokens are assigned appropriate permissions after MFA login is complete.

Portal

UI

The site form displays the installed version of an app as expected after the app has been updated at POS.

Portal

Backend, UI

Added bulk editing support for business management services subscriptions.

Portal

Backend

Custom service subscriptions can be added to companies as expected.

Portal

Backend, UI

Users can set custom dropdown fields as not required.

Portal

UI

The "Services" grid can display sites with custom services in bulk mode.

Portal

Backend

Onboarded new merchants through third party online payment services.

Portal

Backend

New users are created by authentication services with a random password and the "activate" query parameter set to "true."

Portal

Backend

The "Refresh POS Data" modal displays the expected number of terminals and sites.

Portal

Backend

Added support for business management service subscriptions.

Portal

Backend

The "Services" and "Subscriptions" tabs display on the "New Company" form as expected.

Portal

Backend

Save operations maintain online payment QR code services as expected when no other services are enabled.

Portal

Backend

Custom services can be activated from the "Edit" modal on the "Company Settings" page as expected.

2021-05-10 | 3.3 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3659] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.3.56-13

3.3.56-133

Improvements

Portal

Backend, UI

Resolved customer portal login page syntax error related to MFA.

2021-05-02 | 3.3 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3600] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.3.39-10

3.3.56-13

New Features

Portal

Backend

Added a Digital Menu Board subscription to the "All Service" page and the Company form.

Portal

Backend, UI

Implemented and added support for multi-factor authentication, including a "What is MFA?" link.

Portal

Backend, UI

Added modal windows for editing services.

Portal

Backend

Companies and reputation products can be classified by "Business Class," designated as either "Enterprise" or "SMB."

Portal

Backend, UI

Third party developers can create custom services through the API.

Portal

Backend

Portal services can process access tokens for online payment QR code services.

Portal

Backend, UI

Added online payment QR code services to the "All Services" page.

Portal

Backend, UI

Added a section for payment integration services to the site preferences for the Xenial Merchant Portal and to the "Company Settings" page.

Improvements

Portal

Backend

Infrastructure improvements.

Portal

UI

The 4 Dot menu provides access to the Digital Menu Board.

Portal

Backend

Updated documentation and swagger files.

Portal

UI

Updated the design of the "Change Company" page and the "Companies" form.

Portal

Backend

Created new endpoints for MFA "activate," "challenge," and "verify" methods.

Portal

Backend

Services are deleted or deactivated on the company and site level according to updates to their availability conditions.

Portal

Backend

Removed XDM permissions from the list of default integrator permissions.

Portal

Backend

Company names and addresses update as expected when edited.

Portal

Backend

Pages can be refreshed as expected after a successful MFA login.

Portal

UI

Companies with roles containing role view and edit permissions can be selected as expected.

Portal

UI

The "Save and New" option on the "New Brand" form clears data from the previously created brand from all fields as expected.

Portal

UI

The "Brands" form header and "Brand Name" field display as expected on the "New Brand" form.

Portal

Backend

Order destination requests function as expected on the company edit form.

Portal

Backend, UI

Mappings for third party loyalty items are retained and displayed as expected in mapping grids when Xenial items are deleted.

Portal

UI

Hierarchy levels and available sites display as expected after they are saved by users with site restrictions.

Portal

UI

The "Integrator Keys" grid displays the expected number of days remaining until each key expires.

Portal

Backend, UI

Added a "Sign Up" link for online payment services to the "Subscriptions" page at the company level.

Portal

Backend

The "Assign to All Sites" switchbox works as expected for user groups.

Portal

UI

Validation error messages display on the subscription edit modal as expected.

Portal

Backend

Sites with active delivery services can be saved as expected.

Portal

Backend

Companies can be duplicated and saved as expected, and the search function of the "Company List" grid works as expected after a user duplicates and saves a company.

Portal

Backend

Added "updated_by" and "updated_at" fields for delete operations.

Portal

Backend

MFA verification works as expected when the page's URL is changed.

Portal

Backend

"Deputy" service is displayed on the "Services" grid as expected when a user adds it to a company.

Portal

Backend

The "Excluding the Following" condition works as expected on the company level.

Portal

Backend

The "Including the Following" condition works as expected on the brand level and does not influence service availability.

Portal

Backend

Role permissions can be updated from the "All Roles" page as expected.

Portal

Backend

Payment integration services display as expected on site forms once activated.

Portal

Backend

Online payment QR code services are maintained as expected when sites are updated.

Portal

Backend

Added support for custom SSR environments through a "SSR_ENV" environment variable.

Portal

Backend

Added fields to event logs that identify the application's deployment region.

Portal

Backend

The "Forgot Password" option sends users an email with a reset link as expected.

Portal

Backend, UI

Bulk activation works as expected for payment integration services.

Portal

Backend, UI

Services that are deactivated on the company level cannot be activated on the site level.

Portal

Backend

The "Clear Data" function works as expected on the company level.

2021-04-25 | 3.3 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3536] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.3.39-7

3.3.39-10

Improvements

Portal

Backend

Individualized access tokens contain site IDs as expected.

2021-03-24 | 3.3 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3400] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.2.135-16

3.3.39-7

New Features

Portal

UI

An "All Services" Admin page has been added at the global level.

Portal

Backend, UI

Created an "All Services" edit form with General and Availability Conditions sections and modals for adding Companies and Brands.

Improvements

Portal

Backend

Subscriptions are included in Site tokens as expected.

Portal

Backend

Infrastructure improvements.

Portal

UI

User Groups display without a checkbox on the Sites tab of the User edit form.

Portal

UI

Site values display as expected for Companies with a "Custom Fields" value for Equipment.

Portal

UI

The Site Count displays as expected for Users with all Sites access on the Company level.

Portal

UI

Updated the design of the "All Companies", "All Brands", and "Company Settings" pages.

Portal

Backend

Hierarchies can be assigned as expected for Companies with over 1,000 Sites.

Portal

UI

The "Same Permissions" notification on the Role comparison form updates automatically.

Portal

UI

The "All Services" grid has been updated with new columns.

Portal

Backend, UI

The "All Companies" and "Company Settings" pages have been updated to use the list of services from the "All Services" page.

Portal

Backend

The Subscription document has been updated with new fields for handling services.

Portal

Backend, UI

Merchant loyalty service has been implemented on the Company and Site levels.

Portal

Backend

Subscription collection for third party delivery providers is no longer hardcoded and has been moved to the database.

Portal

Backend

Created a new endpoint to count Companies based on service availability.

Portal

Backend

All hardcoded service names and descriptions have been updated on the Site level with corresponding services.

Portal

Backend

The Site level services list has been updated with availability conditions.

Portal

Backend

Request parameters function as expected when creating new Companies.

Portal

Backend

Company subscriptions can be enabled and disabled as expected.

Portal

Backend

Newly configured Order sources can be added to third party delivery services as expected.

Portal

Backend

The Search function on the "All Companies" page can locate Companies by ID as expected.

Portal

Backend

Service descriptions display as expected on the "Add Service" popup.

Portal

Backend

Subsciptions have been added for mobile payment providers at the Company and Site level.

Portal

Backend

Reputation services products can be classified by "Business Class," making them available only to Companies in the appropriate category.

Portal

Backend

Company roles with edit and view permissions for items function as expected.

Portal

Backend

Order destination requests for the Company edit form are processed as expected.

Portal

Backend

Mapping grids are maintained as expected after Order sources and destinations are deleted.

Portal

Backend

Hierarchy levels can be edited as expected by Users with Site restrictions.

2021-03-14 | 3.2 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3364] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.2.135-11

3.2.135-16

New Features

Portal

UI

A link to the Privacy Policy has been added to the page footer.

Portal

UI, Backend

Merchants can be categorized by "Business Class" using a dropdown on the Company form; the options are "Enterprise" and "SMB."

Improvements

Portal

Backend

Merchant URL data is included as expected in validation requests for services.

Portal

Backend

Site level subscriptions for third party delivery services can be removed as expected.

Portal

Backend

Users can apply and edit Hierarchies for Sites to which they are assigned both explicitly and implicitly through User Groups.

2021-02-21 | 3.2 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3279] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.2.135-7

3.2.135-11

Improvements

Portal

Backend

Users that are assigned to Sites through a User Group but not directly can apply changes to a Hierarchy level for those Sites as expected.

2021-02-10 | 3.3 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3226] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.2.135-1

3.2.135-7

New Features

Portal

UI

A new "Privacy" option that links to the Privacy Policy in a new tab has been added to the page footer and the login page.

2021-01-24 | 3.2 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3104, CHANGE-3136] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.2.109-6

3.2.135-1

Permission Provisioning Tool

1.0.225

1.0.263

New Features

Portal

Backend, UI

Merchants can create a custom URL, on both the company and site level.

Portal

Backend, UI

A "Set All to Role Default" option has been added to the 3 dots menu, and the "Allowed" column component has been changed to a drop-down with filtering capabilities.

Portal

Backend, UI

New "POS Overrides" page allows Users to create Customized Roles with altered permissions.

Portal

Backend

The company entity has been extended with a new "brands" property.

Portal

Backend, UI

New "All Brands" page has been added for managing brands on a global level, including:

  • The ability to add, edit, and delete brands.

  • The "ID" field in the "Add New Brand" popup is empty until User input.

  • The "Actions" column on the "All Brands" page is only displayed for Users who have the permissions required to use it.

Portal

Backend

The Brand entity has been extended with a new "child_companies" property.

Portal

Backend, UI

The ability to assign child companies and viewing permission for parent companies has been added to the "Add Company" and "Edit Company" forms.

PPT

Backend, UI

New permissions have been added for viewing, managing, deleting, and assigning brands, as well as for managing company assignments.

PPT

Backend, UI

New permission has been added for configuring certificates for online payment services.

Improvements

Portal

Backend

Technical improvements.

Portal

Backend

The latest versions of point of sale subscriptions update automatically as expected on site level settings.

Portal

Backend

Sequential site deletions function properly, and requests are not sent to deleted sites.

Portal

Backend

The "people" field has been removed from notification message payloads.

Portal

Backend, UI

The User Group list only displays sites to which the current User is assigned.

Portal

Backend, UI

The Hierarchy list only displays Hierarchies and associates sites to which the current User is assigned.

Portal

Backend

Filtering by Tag functions as expected on the Sites grid.

Portal

UI

Disabled services cannot be selected on the Site Edit form.

Portal

Backend, UI

Sorting by "Keys Last Changed" on the All Integrators page reorders all pages of records.

Portal

Backend, UI

The "All Stores" button in the Log Viewer's site selector properly selects all sites.

Portal

Backend, UI

The "Save and Close" button on the User Edit form closes the form as expected after changes are applied.

Portal

UI

The bulk edit form for sites displays the Voice Ordering Number and Operator Number fields completely.

Portal

Backend

The kebab menu's background displays as expected when Users navigate between tabs.

Portal

Backend

The log in page creates only the expected requests.

Portal

UI

Empty levels of a site hierarchy cannot be selected and are not included when selecting all levels.

Portal

Backend, UI

The search function on the User Groups grid of the User Group edit form works as expected.

Portal

Backend, UI

The Date Picker modal allows Users to set custom periods as expected.

Portal

UI

The tooltip for disabled delete buttons displays as expected on the Custom Fields page.

Portal

Backend

The local Portal database has been updated with all new PPT migrations.

Portal

Backend, UI

Users can only see a full site count for companies for which they have the "all sites access" permission.

Portal

Backend

New site hierarchies are saved as expected.

Portal

UI

After new Users are saved on the Users page, the admin is returned to the User list as expected.

Portal

Backend, UI

The site edit form opens as expected for sites that are assigned to several hierarchies.

Portal

Backend

Endpoints for "GET," "PUT," and "DELETE" requests have been added for the "brand" entity.

Portal

UI

The "Change Company" option is always available as expected to Users with several assigned companies.

Portal

Backend, UI

User Group sites display as expected in a separate list from sites that are individually assigned to the User.

Portal

Backend

Configurations for loyalty services update automatically on the site level according to changes made on the company level.

Portal

Backend, UI

Removing all of a User's sites on a hierarchy also removes that hierarchy from the User's list.

Portal

Backend

Created hierarchy levels can be deleted from the 3 dots menu on the hierarchy edit page as expected.

Portal

UI

The Site List displays all expected sites when no filters have been applied.

Portal

Backend

After a brand is deleted from a company, all child companies that had only that brand in common with the parent company are removed from the child companies list.

Portal

Backend

Provisioning requests in Pipeline are logged as expected.

Portal

Backend

When a single override role is deleted, other override roles are maintained as expected.

Portal

UI

Role Override Descriptions are displayed in the proper field on the Override Role edit form.

Portal

UI

Only the loyalty service selected in company settings displays as the loyalty service for sites in that company.

Portal

Backend

Companies can be created as expected with the "Add Company" button on the "All Companies" page.

Portal

UI

The Loyalty Service edit form warns Users of invalid company credentials and only displays the necessary options.

Portal

Backend

Data sync with Loyalty Services uses the proper URL.

Portal

UI

The UI can properly display brands with long entries in the name, ID, and description fields.

Portal

Backend

Loyalty Services are configured with the correct Xenial ID on the site level.

Portal

Backend

Portal's "serverless.yml" files have been updated to allow for deployment in any region.

Portal

UI

On the "Sites" page of companies with no sites, an empty "Sites" grid displays as expected.

Portal

UI

The "Assign Sites" and "Unassign Sites" popups on the "Tag Manager" page display as expected.

Portal

Backend, UI

Site level subscriptions to Delivery Services can be removed as expected.

Portal

Backend

Authorization requests for validating Loyalty Services contain the proper value for the "merchant_url" field.

Portal

UI

The User menu displays as expected.

PPT

UI

Schedule-related permissions and groups display in the expected section of the Roles settings with the proper section title.

PPT

UI

The "Deposits.Add.Amount" permission has had its UI name changed to "Add Deposit," and the descriptions for that permission and the "Deposits.Manage" permission have been updated.

PPT

Backend

Administrator roles can be duplicated as expected.

2020-12-13 | 3.2 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3025] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.2.98-9

3.2.109-5

New Features

Backend, UI

Users Groups can be assigned to Hierarchy levels from the User Group form.

Backend, UI

Users can configure a custom merchant URL for third party providers and can choose between production, sandbox, or custom environments.

UI

The Copy Site modal window allows users to copy the Role Overrides and POS permissions of a Site.

UI

"Role Overrides" and "Role Options" forms have been added to the Portal UI.

Backend

New "brand" entity has been added to the API, along with the requisite "POST /brands," "GET /brands," and "GET /brands/:id" endpoints.

Improvements

UI

The "Delete User" button is only displayed for users that have been saved previously.

UI

The User Group list displays only the User Groups and Sites to which the current user is assigned.

UI

The Search field in the Business Rules window retains inputted text after the drop-down is closed and reopened.

UI

The Genius Gateway Service Configuration modal window retains the Token URL value "Varies" when a Transaction URL value is added or deleted.

UI

When the Site List or Site Selector is being filtered by POS Version, selected sites are retained when the filters are reset.

UI

The Assigned Sites grid on the User Group edit form retains assigned sites from the "Assign to All Sites" toggle when the toggle is turned off.

UI

The Password field for loyalty provider subscriptions functions as expected after company settings are updated.

UI

When the Site edit form is closed, a confirmation popup for unsaved changed only opens when changes have been made to the form.

UI

The Company selection page has been updated to account for the "People.AllSitesAccess" permission and informs the current user is if they have access to all Sites in their Company.

UI

The "Hierarchies" property on the Site edit form updates properly when a Site is removed from a Hierarchy.

UI

The Hierarchy name on the User Group edit form updates properly when a User Group's Hierarchy level is changed.

UI

Loyalty services Store IDs can be selected and edited properly from the modal window for editing store IDs.

UI

The User Groups list displays as expected.

UI

The "Refresh XKM Data" button has been hidden.

UI

Sites assigned to a User through a User Group display alongside individually assigned Sites on the User edit form.

Backend, UI

The "Clear Data" option on the Site Edit form sends a single request and displays an info message as expected.

Backend

An environment parameter has been added to the analytics URL.

Backend

An "environment" field has been added to the "external_data" property of loyalty subscription entities.

Backend

The Portal can store Wallet Codes for loyalty provider services in an array that can be configured by the user to depend on "Environment" or "Provider Merchant ID."

Backend

The Portal UI's IDLE timeout has been decreased to 15 minutes and properly signs out users when all tabs have been closed.

Backend

The endpoints "GET/:id" and "PUT/:id" for Site roles have been added to the API.

Backend

An inactive loyalty service can be added to a Site as expected.

Backend

Loyalty services are updated properly on all Sites in a Company when the settings for the Company are changed.

Backend

The Site edit form saves properly when loyalty subscriptions are turned on.

Backend

Copy company operations function as expected.

2020-11-11 | 3.2 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is dependent on PPT 1.0.251.

Version History

Refer to Change Ticket: CHANGE-2858, CHANGE-2848 when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.1.67-5

3.2.98-5

New Features

UI

Option added to Portal that allows XKM screen configurations to be refreshed both per station and all at once.

UI

UI elements added that allow users to refresh kitchen configurations through a "Refresh XKM Data" option.

UI

Option added to assign a User Group to a Hierarchy Level.

UI

Failed Packages chart added to the Dashboard page; the chart displays a list of all failed packages in the DM Queue.

Backend

Site level delivery configurations now include a "require_explicit_no_variation" option.

UI

Add "Role Overrides" tab to single site edit mode, which enables employee roles to be set for a single site.

UI

"Add Hierarchy" option added to the existing "Add Site" button; this new option opens a modal window that allows the user to assign sites by hierarchy.

Backend

Users' loyalty credentials can be validated even if they are declined to ensure that their loyalty subscription is enabled.

Backend

New "Site Roles" entity created.

Backend

New permission "Require PIN for Simplified Login" added to allow a restriction requiring a PIN for simplified logic to be placed on individual users.

Backend

New permission "Manage Role Overrides" added to allow only a designated person to alter the Role Overrides tab.

Backend

New permissions "View" and "Manage" added to allow admins and other designated individuals to view and manage existing loyalty customer identification methods.

Improvements

UI

Guestlist removed from Portal.

UI

Site list retains user-applied filters when users leave and then return to the list.

UI

The Add Roles modal window displays all company roles, with the roles unavailable to the current user disabled for selection.

UI

Aesthetic improvements, including proper vertical alignment within grid cells.

UI

Terminology of the "Refresh Sites" flow modal updated for consistency, and confirmation buttons function as expected.

UI

New sites use 'Select Preferred Version' placeholder text instead of assigning a default option.

UI

Users' list now displays only the Sites and number of Sites that the current user is assigned to. If the current user is not assigned to any sites, the User's List displays "0 Sites" near User.

UI

Users' list now displays only Hierarchies and Hierarchy levels with Sites to which the current user is assigned or which the current user created. In addition, users cannot delete Hierarchies with Sites to which they are not assigned, and cannot create Hierarchies with names duplicated in the Hierarchies of other users.

UI

Site Subscriptions are shown with scroll bars only when needed.

UI

Users can edit the Store ID in the modal more than once.

Backend

In Portal API, "app.env" now has a right stage value.

UI

Roles comparison tool extended for admin users, allowing them to add admin roles for comparison. For other users, the roles comparison tool is still limited to Company Level roles.

Backend

Infrastructure improvements, including:

  • Reduced log volume.

  • Replaced permission "Logs.Dashboard.View" with new permission "Dashboard.View" for displaying the Dashboard page.

  • Created API endpoints in order to save site roles and retrieve lists of site roles.

  • Updated custom field selection.

  • Portal access token endpoint speed increased.

UI

Search field is no longer overlapped by the list of versions in bulk edit mode for POS and XKM services.

UI

"Apply" button in the "Enable/Disable Permissions" drop-down menu displays and functions every time the menu is opened.

Backend

API returns PayPal token for the correct site in response to GET requests.

Process

A correct Username is required to enable a loyalty provider subscription.

UI

"All Integrators" page on the UAT stack opens as expected.

Backend

Unknown Terminals no longer show up on Site page for status.

UI

Log Viewer page updated to disable the Date Picker while the page is displayed. In addition, the the Log Viewer now redirects the user through the 4 dots menu, Dashboard page, and Errors by Type chart.

UI

Delete button added on the Admin level "All Roles" page, allowing roles with no assigned users to be deleted.

UI

"Source Site" field in the "Copy Data from..." options fills with selected site's name as expected.

UI

"New User Group" option no longer causes the Portal to freeze when the "Save and New" option is chosen from the drop-down menu.

UI

Left hand menu bar hiding behavior is improved..

UI

Selecting multiple Sites to assign to a user via the "Add Site" button now successfully adds all selected Sites as expected.

UI

Updated "User Group" form with new naming conventions and fields to include both Sites and Hierarchies.

UI

Hierarchy form updated to include confirmation messages when deleting hierarchies.

Backend

"Get-sites" and similar requests restricted to only return Sites and other material to which the current user is assigned, unless the current user has the "People.AllSitesAccess" permission.

Backend

The User Group entity expanded with a "sites_hierarchies" property.

Backend

Hierarchy levels expanded with a "created_by" field for recording the ID of the level's creator.

Backend

The auto-assignment function now assigns and unassigns users from both Sites and Hierarchies of the user group for the create, edit, and delete assignment operations.

Backend

Hierarchy levels updated with unique IDs for tracking move and rename changes and for adding levels to user groups. Hierarchy levels created from this point on will gain an ID automatically.

UI

User groups can be removed from a Site even if the "Assign to All Sites" toggle is on.

UI

The Change Company page only displays the Sites that a current user is assigned to. If all sites in the company are assigned to the current user, the word "All" is displayed next to the number of sites.

UI

Any Site Hierarchy on the Site Hierarchy Grid can be edited or deleted from the list using the kebab menu.

Backend

Hierarchy PUT endpoints and Site hierarchies service updated.

UI

Site bulk edit form activates Analytics service for all selected sites as expected.

UI

Attempts to delete a Hierarchy or Hierarchy level with Sites to which the current user is not assigned will now trigger a modal with an error message.

UI

"Delete" action on "All Companies" page deletes selected companies as expected.

Backend

GET company roles endpoint extended, merging permissions for company and site roles to account for requests made with a site token.

UI

"Add Role" button in the Role Overrides tab opens a modal window.

Backend

Endpoint created to delete Sites roles by ID.

Backend

Endpoint "usage_data/roles" updated with "site_roles_overrides" property.

Backend

To display the Dashboard page, app_code "XLOG" changed to "XPRT."

Backend

"Active" property re-purposed to hold the state of the state of the site (either active or inactive).

UI

"Add Hierarchies" option in the Sites and Hierarchies tab functions as expected.

UI

Functions for deleting Hierarchies and Hierarchy levels from User Groups work as expected.

UI

Loyalty provider Store ID can be selected and edited as normal without overlap from the search field.

UI

User Groups list is displayed as expected.

2020-10-21 | 3.1 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-2781] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.1.67-3

3.1.67-5

Improvements

Backend

Infrastructure updates.

2020-09-27 | 3.1 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-2609] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.1.26-5

3.1.67-3

Improvements

Portal

Backend

CPU units are set by default for all ECS tasks.

Portal

Backend

Users, sites, and other attributes can be assigned to groups to facilitate bulk user management.

Portal

Backend

Order source is available for delivery providers.

Portal

Backend

Forgot password email is updated.

Portal

Backend

Users page displays the number of sites a user is assigned to in the Sites column. The site names are displayed in the tool tip. A sites tab and roles tab are available for managing a user’s site and role assignments. The roles tab includes permissions settings.

Portal

Backend

The tag manager interface displays as expected.

Portal

Backend

Refresh site data modal window is updated.

Portal

Backend

Roles page displays as expected when opened.

Portal

Backend

Hierarchy levels without sites are not applied unless they are selected.

Portal

Backend

The User Group page includes a Users tab.

Portal

Backend

The Site form is updated to support user group management. The User Groups tab displays the list of users assigned to the selected site.

Portal

Backend

Displayed roles update as expected.

Portal

Backend

“No Permissions Found” is displayed next to the Back Office tab when matching permissions cannot be found on the Edit Role form.

Portal

Backend

The Users Group form is available for managing groups of users.

Portal

Backend

Gateway subscriptions are updated.

Portal

Backend

Revert site option works as expected. Only the reverted site is removed from the grid.

Portal

Backend

The Add Alias popup will not accept blank spaces.

Portal

Backend

Customer facing dashboards based on Kibana are migrated the new Xenial system.

Portal

Backend

New business rules are included to restrict access to certain information.

Portal

Backend

Sensitive data is encrypted as required.

Portal

Backend

Performance is improved based on CCT test results.

Portal

Backend

The Select All checkbox behaves as expected on the Site Picker.

Portal

Backend

Additional apps can be launched while the Company Sites grid is loading.

Portal

Backend

Custom fields can be saved.

Portal

Backend

Activating a loyalty provider subscription on the company level does not cause a database error.

Portal

Backend

Site statuses display as expected on the infinite scroll.

Portal

Backend

The company dashboards page includes a loading animation.

Portal

Backend

The person role object includes a description field.

Portal

Backend

The GET /companies/:id/people/:id/permissions operation returns the permissions for a user at the company level.

Portal

Backend

The /people/:id/user-groups endpoint returns the groups a user is assigned to.

Portal

Backend

It is possible to select a company if the navigation menu is pinned.

Portal

Backend

Validation messaging is updated for activating services.

Portal

Backend

The three dots menu displays as expected on the tag manager page.

Portal

Backend

Attributes are automatically assigned to users when they are added to a new user group.

Portal

Backend

A confirmation popup is displayed when services are removed on the site edit form.

Portal

Backend

Search results are displayed on the site list as expected.

Portal

Backend

The site status screen displays popups without freezing.

Portal

Backend

The get person sites response includes the list of sites from user group relations.

Portal

Backend

The company level dashboard UI is updated.

Portal

Backend

The correct number of business rules that are applied displays in the integrator details grid.

Portal

Backend

Previously enabled loyalty subscriptions can be edited.

Portal

Backend

The three dots menu is available on the custom fields page.

Portal

Backend

Restricted roles are applied as expected in the discounts request.

Portal

Backend

Filtering companies based on subscriptions works as expected.

Portal

Backend

The user-agent attribute is added as a subscription key for delivery providers.

Portal

Backend

Site hierarchies display includes a loading animation.

Portal

Backend

Admin roles can only be assigned to Xenial users.

Portal

Backend

The date picker is moved to the top panel on the company level dashboard.

Portal

Backend

The status column on the sites list displays the correct number of terminals.

Portal

Backend

Link to Xenial documentation page is added.

Portal

Backend

The web_checkout_key attribute is empty in the response if it is empty in the request.

Portal

Backend

Roles can be assigned to a user on a company level.

Portal

Backend

The “Resend Site Data” option includes the list of terminals.

Portal

Backend

The three dots menu is visible on the “Edit Assigned Roles” popup.

Portal

Backend

The copy site button behaves as expected and the source site field can be selected when copying a site.

Portal

Backend

The full list of tags assigned to a site is displayed on the sites page.

2020-07-22 | 3.1 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-2322, CHANGE-2365] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.1.11-7

3.1.26-5

New Features

User Interface

The delivery provider screen now includes a menu to set an order source for a delivery provider.

User Interface

The All Integrators page now includes a Last Accessed filter and only displays the count of active keys instead of all keys.

User Interface

Grubhub and UberEats are now available to be setup as delivery partners.

User Interface

The company dashboard now displays a count of active POS systems broken down by the POS system version they are running.

User Interface

Dashboard now displays the following items:

  • Order count with online and delivery broken out.

  • API calls over time.

  • Errors logged by type, which can be filtered by store number.

User Interface

Portal data can now be tested locally.

User Interface

Portal now includes a Log Reader page.

Improvements

Backend

Company folder names are no longer stack specific for Macromatix integrations, so data can now be moved to new development stacks without impacting functionality.

Backend

The Roles page no longer accepts special characters and removes extra spaces from the Name field.

User Interface

The background dims as expected when adding new roles.

Backend

Invalid Service Configuration forms cannot be saved.

User Interface

The grid that displays the preferred version for a POS system now displays as expected after bulk editing the preferred version and reopening the grid.

User Interface

Macromatix is no longer displayed as an option on the Add Service grid.

User Interface

The Demographics grid now displays an empty field for bulk fields when editing multiple sites.

User Interface

An asterisk is displayed as the wildcard character on the All Integrators page as expected.

User Interface

Shift + click now selects multiple sites in the Product list.

User Interface

User site assignment works as expected when accessed using the three dots menu on the Users page.

Backend

Users can now turn on Paytronix using test credentials.

Backend

Switching from the Roles tab to the Users tab does not generate a canceled request.

Backend

The SNS message now includes additional metadata about the MessageAttributes.

User Interface

It is possible to select a date for the Clear Data option on the Sites grid.

User Interface

The Edit headers now display the Service name of the information that is being edited.

User Interface

It is now possible to select Puerto Rico when creating a new site or editing a site by copying data.

User Interface

PII is scrubbed from the people collection in Portal.

User Interface

The company dashboard page now displays a loading icon while it is loading.

User Interface

Performance is improved by defining CPU units for ECS services.

2020-06-25 | 3.1 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-2242] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

2.8.92-6

3.1.11-7

New Features

Backend, User Interface

Added customer-facing dashboard for users with Logs.Dashboard.View permission that displays details for the current company only and is not adjustable. Data included in the dashboard is:

  • Active store count with POS version numbers

  • Order count with Online/Delivery broken out

  • API calls over time - by integrator token

  • Top errors logged by type or by store number

Improvements

Backend

Updated validation for description and name when creating a new role to no longer accept special characters and remove extra spaces

User Interface

After filtering sites, adding another filter that doesn't match no longer removes the "Clear Filters" option

User Interface

Updated "All Integrators" page

  • Added "Target Company" and "Integrator Company" columns

  • Removed "Description" field

  • Added column sorting

  • Renamed "Last Updated" column to "Key Last Changed"

  • Replaced N/A for token expiration with 21 days (default value)

  • Removed "Secret" column

  • Renamed "Details" column to "Active Keys" and updated indicator to be grey if there are no active keys

  • Added "Last Accessed" column

User Interface

Removed extra dimming on "Add Roles" modal when editing assigned roles for users

Backend

Moved Macromatix integration from site level to company level

User Interface

Switching tabs no longer changes the site status on the site grid

User Interface

Updated sorting for the "Preferred Version" drop-down

User Interface

Updated site to show for only one level of the hierarchy after changing hierarchy levels

User Interface

Saving and closing the edit form for an Analytics service when mandatory fields are not filled out is no longer possible

User Interface

Updated site selector text to reflect the correct number of sites currently selected for the sales detail report

User Interface

When a site has no terminals, an empty list now shows instead of looping

User Interface

The site list for a company now shows even if the Online Ordering API didn't respond

User Interface

Applying a hierarchy to a site now applies without Sites.Hierarchies.Manage permission

Backend

GET companies request no longer returns an error

User Interface

Integrators list now opens without errors

User Interface

Applying a hierarchy to a site now applies without any errors

User Interface

Grid for "Preferred Version" field for a POS service now opens with no errors after editing it

User Interface

Removed Macromatix as a result when searching for site services

User Interface

Adding "POS Version" or "Phone" columns to site list grid no longer breaks scrolling

User Interface

Number of sites with enabled POS and PayPal subscription now shows correct number

User Interface

Editing "Demographics" service now shows empty fields for bulk fields instead of "Varies"

User Interface

Portal no longer freezes when adding a site to a user

Backend

Portal no longer passes default host for Paytronix if a new value is available

User Interface

Shift + click can now be used to select multiple sites from site selector for the product list

User Interface

Portal no longer freezes when selecting a date when clearing data

Process

Updated the state dropdown options to include Puerto Rico when "United States" is selected as the country to fix site copying not completing when Puerto Rico is typed into the "State/Province/Region" input when "United States minor outlying islands" is selected

2020-06-03 | 2.8 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-2152] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

2.8.84-7

2.8.92-6

New Features

Backend, User Interface

Added new abilities for site services:

  • For PS reps, activate and deactivate site level services for a bunch of sites to manage services for enterprise customers

  • For company managers, edit preferences and credentials for your company site services to activate them without needing to share sensitive data

Improvements

Backend

The global admin role can no longer be updated

Backend

Updated stack creation to include missing app

Backend

Portal now uses the site and terminal status calculation from Online Ordering instead of calculating it

Process

Creating a user no longer results in token type errors

User Interface

The "Column" filter for Roles now displays if there are less than five users assigned to the company

Backend

Updated POS to use terminal_entity_id instead of terminal_id so that when terminal data is changed and re-installed the record in connected devices is updated with the new id and refreshing the site data works correctly

User Interface

Updated site selection to no longer allow more sites to be selected than the limit set

User Interface

Switching between tabs no longer shows an incorrect status

User Interface

Changing the POS version after changing the "State/Province/Region" field before saving now shows the value for "State/Province/Region"

Backend

Improved speed and success rates for specification tests

User Interface

Unchecking the header's checkbox in the "Select Terminals to Refresh site Data" window now unselects all currently selected terminals

Backend

Company metadata is no longer being returned when requesting site list to reduce payload size

User Interface

Updated search to filter sites based on search requests

User Interface

Updated site selector to select all sites within a hierarchy if the hierarchy title is checked

User Interface

Updated the site selector so it no longer disables the "Select All" checkbox, Shift + click shortcut, and hierarchy level checkbox when the amount of sites is greater than the site selection limit, but it should disable the "Select" button if more than the limit is selected

Backend

The admin role created using the previous version has been updated with correct view and edit permissions

User Interface

Updated site selector text to reflect the correct number of sites currently selected for the sales detail report

User Interface

When a site has no terminals, an empty list now shows instead of looping

User Interface

The site list for a company now shows even if the Online Ordering API didn't respond

User Interface

Applying a hierarchy to a site now applies without any errors

2020-05-27 | 2.8 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-2094] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

2.7-43-18

2.8.84-7

New Features

Backend

Updated migrations for Portal and PPT to allow for faster transitions of roles and permissions to production and added the ability to remove incorrectly created permissions and roles

Backend

Created integration tests for emails to prevent accidentally breaking functionality

User Interface

Added loader when expanding all for the Roles Comparison and Role Form pages to show the request is processing

Backend, User Interface

Added the ability to assign multiple users to sites from a new designed Users page to manage site users more efficiently

Backend, User Interface

Added new abilities for site services:

  • For PS reps, activate and deactivate site level services for a bunch of sites to manage services for enterprise customers

  • For company managers, edit preferences and credentials for your company site services to activate them without needing to share sensitive data

Backend, User Interface

Added ability to search entities by id for portal admin area for companies, sites, people, and integrators

Backend

Added ability to read environment variables to support launching CRM/Analytics in a secured manner

Backend

Added ability to enable Punchh Loyalty integration to allow customers to use Punchh Loyalty benefits in store

Backend

Added confirmation token type to ACL

Backend

Added Anatolii to database dump to be able to work with Portal locally

User Interface

Added new Alias section to site editor

User Interface

Added "Streaming Date" subscription that enables feed and sets initial parameters for sending order data to a specified endpoint to assist in managing reports and back office settings based in the orders data

Backend

Added menu creation order source to Portal subscription for delivery partners to keep the menu distinct in the order source used for order injection for reporting purposes

User Interface

Added endless scrolling to the site selector with an option to select all sites and added an auto-updated global role with all needed permissions for the PS team

User Interface

Added restriction on selection of site to not be more than DM's limit when "Select All" is checked and disable the "Select All" button if the limit has already been reached of sites selected

Backend

Added check for when a user turns on the Avalara service for a site to notify Portal to check Avalara's system to see if the company exists:

  • If the company doesn't exist, request Avalara to create and account

  • If the site doesn't exist, create a location for the site

  • If the company and site exist, turn on the service

  • If the Avalara service is turned off when editing the site, turn off Avalara's service for the site

Backend, User Interface

Added contactless option to pay for orders placed at a drive-thru or curb-side to reduce physical touch while processing card-swipe payments for safety

Improvements

User Interface

Renamed buttons for site creation, hierarchy creation, and tag creation to "Create Site", "Create Hierarchy", and "Create Tag"

User Interface

Renamed the form headers for adding and creating new sites, roles, site hierarchies, and site tags

User Interface

Background no longer dims until it is completely dark when moving through the nested hierarchies

User Interface

Copying data from another site no longer shows the currently selected site in the list

User Interface

When comparing two roles and one of the roles is changed, the roles are now being compared again and the shown different permissions is recalculated

Backend

Increased ALB timeout to 4 minutes to reduce timeouts when pulling large numbers of sites

Process

Clearing filters when searching for a site name now clears the search value from the field

Backend

Updated validation of Paytronix credentials at a company level to specify authentication as b2b and pass the user's username and password in the body of the request

User Interface

Clearing data for a site no longer shows a filled date upon opening the "Clear Data" modal

Process

Custom field builder now saves without errors when adding new custom fields

Process

Sites now update when loyalty is turned off at the company level

Backend

The same unique alias can no longer be added to the same site and company to ensure unique indexing

Process

Changing Portal-related permissions on the company level "Roles" page not shows permissions without errors

Backend

Expired PayPal tokens on Portal now refresh instead of showing an error when downloading configs

Process

Custom fields can now be marked as required when saved and show as required on pages

User Interface

"Edit" and "Delete" options for existing users on the "All People" page now show in the table

User Interface

DoorDash URL now only accepts a maximum of 256 characters

Process

Clicking "Logout" option from the top right user menu now logs you out of portal

Process

Adding a new alias that is the same as the value for another site now shows an error and doesn't save

Process

Admins can now copy a role with all Back Office permissions and can enable and disable editing the Back Office permissions for the admin role

Process

New sites that are copies of the original can now be created without errors when using the "Copy Data To" for a new site

Process

Clearing filters when searching for a site now clears the search value from the field

Process

Toggle state is no longer lost when you move the toggle between sections in the custom form fields builder

Process

Searching for an unassigned user id on the "Users" page no longer shows any results

User Interface

Adding a new alias to a site now shows the correct fields and proper scrolling

User Interface

Toggling a field in the site custom field builder reflects the change when you reopen the builder and lock-icon duplicating has been fixed

User Interface

  • Changed instances of "People" to "Users"

  • Updated drop-down fields to be editable from the keyboard using the arrow keys or typing

  • Updated search to remember multiple selections when conducting multiple searches

  • Updated the drop-down for time zone to list US/Eastern, US/Central, US/Mountain, US/Pacific at the top of the list

Process

Selecting a different site in site selector automatically unchecks the previously selected site when in single select mode

Process

When editing roles, clicking "Enable View Only Access" now deselects all selected non-view permissions and enables all view permissions

User Interface

The "Processing" button now shows instead of the "Delete" button after clicking to delete users

Process

Searching for a role and then opening a role now clears the search and no longer shows previously filtered results

Process

Comparing two roles now shows all sections with a different set of permissions after changing the view type to "View Differing Settings"

User Interface

The proper PPT version is now shown when viewing the portal_backend/info URL

User Interface

All users (up to the 8th user) show correctly when created one by one on the "Users" page

User Interface

The confirmation message when removing a user now reflects the number of users removed

Process

The "Company Administrator" role can now be assigned and unassigned to users without error

User Interface

Reverting a copy of a site now disappears immediately instead of after page reload

Backend

Updated CCT to include entities for site hierarchies, tags, and custom fields, when copying Portal data

Process

Dragging and dropping hierarchies to change their levels no longer results in errors

User Interface

Copying data from a site now shows the sites grid correctly with sites

User Interface

A single confirmation message now shows when you create a person on the "Users" page

User Interface

Sites are now marked as selected when viewing the list of sites for the sales detail report

User Interface

The full list of sites now shows after clearing filters

User Interface

The "View" drop-down now opens to the left when viewing a site list for a company

Backend

Permissions product.ingredient.View, product.ingredient.Manage, and Order.Item.Move are now all turned on

User Interface

  • A user missing the Subscriptions.Items.Edit permission can be saved without error

  • Horizontal scroll bar now shows for the "Add Services" window

  • Proper notifications display when adding multiple services to a site

  • Users with Subscriptions.Item.Configure (and not Subscriptions.Items.Edit) can no longer see the "Remove" button

Backend

Removed the ignore_route_permissions parameter from Portal's codebase

Backend

Removed caching logic for SSR URLs from Portal's codebase

Process

Copying permissions from an existing role when creating a new role now defaults to "XPOS Cashier" option when choosing a template

User Interface

CRM button shows in the right menu for a company when viewed by a user with the company administrator role

Process

Adding a subscription to an Analytics service to a site now processes the subscription

Backend

All terminals are now available as options for data refresh from Portal even if they are shown as offline

Backend

POS app can be successfully installed without errors

User Interface

Services that require further configuration are now highlighted in yellow with an indicator when adding a new service

Process

While viewing the Payroll report, a new site can now be selected

Backend

Activating a subscription no longer results in wiped location addresses

Backend

Updated max header size value to 80kb for adding sites to the hierarchy

Backend

Error text is now logged in AWS when 400 errors occur

Process

Opening the all permission admin role for editing no longer causes Portal to crash

Process

Changing the site name now saves successfully without errors

User Interface

Warnings no longer show when adding a service that has already been configured

Backend

Installing the POS app no longer results in looping and 500 error

Backend

The following variables are now configurable via export to support different ECS policies and configurations: ECSService.DesiredCount, ScalingTarget.MaxCapacity, ScalingTarget.MinCapacity, ScalingPolicy.PolicyName, ELBAlarm

User Interface

Sites assigned to the user are now listed in the site selector

Backend

Users are now navigated to /Users when clicking "View Users" under the "Actions" drop-down for a site

Backend

PUT request now contains the subscriptions array when saving site changes and making "Voice Ordering" service active

User Interface

Saving a site no longer results in "Internal server" error

Backend

Replacing a terminal with another terminal now replaces the existing record instead of adding a new record

Backend

The global admin role can no longer be updated

User Interface

Updated site selection to no longer allow more sites to be selected than the limit set

User Interface

Updated search to filter sites based on search requests

User Interface

Updated site selector to select all sites within a hierarchy if the hierarchy title is checked

User Interface

Updated the site selector so it no longer disables the "Select All" checkbox, Shift + click shortcut, and hierarchy level checkbox when the amount of sites is greater than the site selection limit, but it should disable the "Select" button if more than the limit is selected

Backend

The admin role created using the previous version has been updated with correct view and edit permissions

Backend

Updated POS to use terminal_entity_id instead of terminal_id so that when terminal data is changed and re-installed the record in connected devices is updated with the new id and refreshing the site data works correctly

User Interface

Updated site selector text to reflect the correct number of sites currently selected for the sales detail report

2020-03-11| 2.7 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-1818] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Portal

2.7.43-5

2.7.43-18

Improvements

Backend

Saving a site after reverting to a previous version of Portal resulted in a site is invalid error

2020-01-19 | 2.7 Xenial Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Xenial Portal.

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-1638] when speaking to a Xenial Team Member about these release notes.

Component

Current Version

New Version

Portal

2.6.35-18

2.7.43-5

New Features

User Interface

Added ability to send notifications a person via email when changes are made by checking the “Receives Notifications” column in the “People” section

User Interface

Added ability to assign and unassign tags to sites

Backend

Added permissions for charge tips editing

User Interface

  • Added ability to add new custom fields:

    • The drop-down type allows you to restrict allowed field options

    • The toggle type to restrict field options to binary values

  • Added ability to reorder custom fields created using drag and drop

User Interface

Added ability to compare roles so you can see the difference between them

User Interface

Disabled editing for default roles on the company level so they are read-only unless you have global level permissions

User Interface

Added ability to select Macromatix service on the Xenial Services tab of the site form

User Interface

Added ability to create an order with the “Refund” type to refund a transaction (accounting for taxes and discounts) without referencing the original transaction

User Interface

Added ability to integrate with 3rd party delivery services to sell items using their applications. The integration would automatically keep the data up to date on the 3rd party service and let them know when the store is online and able to take delivery orders

Backend

Added new reporting requirements for a client system rollout

User Interface

Added ability to clear transaction data for a site from a selected date so training data can be purged before the site’s go live date

User Interface

Added ability for system administrators to configure open order screens for each business without needing a code change request

User Interface

Added ability to search and view order details in the Log Reader

Improvements

User Interface

Updated roles and permissions to allow you to:

  • Create, duplicate, and delete roles

  • Copy permissions from an existing role to another role

Backend

Removed Support Admin and Support Module Admin from default CRM roles

Process

Clicking the cancel button on the “Company Settings” page didn’t show the current company homepage

User Interface

Updated the forgot password process to:

  • Keep the current password until a new password is set in case you remember

  • Show a confirmation message to notify you the password change was successful

  • Show an expired link page when the reset password link has expired after 24 hours

  • Add a forgot password button to the expired link page to allow you to send a new forgot password email

  • Update the wording for the forgot password email

Process

Removing an app version from the database resulted in an error when attempting to edit the site

Backend

Updated validation and editing for custom fields

Backend

Removed redundant, deprecated, outdated, and unused permissions

Backend

Provisioning stacks sometimes resulted in an error

User Interface

  • Changed the Order permission group to include “Switch Item Sales Availability”

  • Updated the following buttons to show for users with the appropriate permissions:

    • Reporting

    • Data Management

    • Back Office

  • Updated descriptions for the “Other Sales Reports” and “Payroll Summary” permissions

User Interface

Updated copying a site to allow you to select which entities to copy over into the new site

User Interface

Updated “Deputy” instances to be connected to a single company so employees can be managed from different environments or franchises

Process

The delete button was available for custom fields that have values on sites

Process

When assigning users, only those on the current page were being added even if users across multiple pages were selected

Process

Number of pages when assigning users didn’t correspond to the pagination of the user list

User Interface

Checking the version message when the automatic update is off showed an incorrect message

User Interface

Updated role form:

  • Allow creating and deleting the current role without looking at the full list

  • Copy one permission to the current role from another role

  • Confirm before closing form editing so data isn’t lost

User Interface

Leaving fields empty on the “Copy Site” page resulted in the wrong error message displaying

Process

Two sites couldn’t be deleted back to back

User Interface

Tooltip was missing when building a site’s custom field

User Interface

Search results didn’t populate for the upper search field on the “New Roles” tab

User Interface

Sometimes the user was redirected to a different page after refreshing the page

User Interface

POS versions that don’t exist were shown in search results and selectable when editing the POS section of Xenial Services

User Interface

Entering a number not in use for the site id resulted in an error message

User Interface

Canceling company settings with CRM subscription enabled resulted in an error message

User Interface

Enabled permissions were missing for the selected template when creating a new role

User Interface

Hint text didn’t use the same date that the user selected in the date picker when clearing data

Process

Activating a subscription POS didn’t close the tab

Process

Copying a site resulted in a validation error

User Interface

The “Company Administrator” role didn’t show in the “Roles” tab even though it can be assigned

Process

Custom field’s delete button wasn’t active even though there were no values associate to it after the value was removed from a site

Backend

Site hierarchies keep the POS from loading

Backend

Users missing the permission to edit subscriptions were able to change the POS versions

User Interface

Sometimes creating or copying a site resulted in a 500 error

User Interface

The “Order Payments Report” permission showed multiple times when viewing reporting permissions for a role

User Interface

Hid “Duplicate,” “Save and Duplicate,” and “Copy from Existing Role” buttons when the current user doesn’t have all the permissions contained in the selected role or assigned within the selected tab

User Interface

Deleting a site added to a hierarchy didn’t update the assigned site values for the hierarchy

User Interface

The new role name wasn’t updating as the form title

User Interface

All existing tabs couldn’t be found using search

User Interface

“Save” was closing the custom field builder instead of “Save and Close”

User Interface

All selections weren’t removed after clearing filters

User Interface

Confirmation popup appeared after saving and closing the create role window

User Interface

View button was visible when viewing roles even without the appropriate “Manage Company Roles” permission

User Interface

The previous settings for creating a role were displayed when creating a new role

User Interface

A user with a CRM role assigned couldn’t be edited or removed if CRM subscription is off

User Interface

Pressing the enter key when searching within roles opened the “Copy section from” window

User Interface

Disabling the “Deputy” subscription resulted in an error message

Process

Fields for subscriptions were being filled out with the user data by the browser

User Interface

Inventory periods menu option isn’t shown in the navigation menu due to missing permission

Backend

The “Company Administrator” role was missing permissions for DM and BOF

User Interface

The copy site button was active even when nothing was selected

User Interface

Resetting filter selections didn’t display the sites as selected

User Interface

Bulk assigning or unassigning tags resulted in the popup hanging despite completing the task

User Interface

The POS version wasn’t being selected after clicking on the version for the first time

User Interface

Loyalty service didn’t turn off automatically

User Interface

Reordering the hierarchy didn’t save the new order

User Interface

The cancel button is enabled during the assigning site process

Backend

Updated validation for choices in dropdown for custom fields

Process

Sites can’t be copied if they contain a custom toggle field

User Interface

Updated a company’s subscriptions resulted in an error message

Backend

Changed passing credentials request for Paytronix

Process

Updating a site after turning off loyalty resulted in an error

User Interface

Updated “Aliases” section to be visible in the site editor

User Interface

Edit and delete links were missing from the “All People” page

Backend

BackOffice permissions couldn’t be copied so roles with all the BackOffice permissions couldn’t be copied even as an admin