Portal
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. |
Older Releases
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:
|
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:
|
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:
|
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:
|
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
|
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:
|
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:
|
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:
|
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 |
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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 |
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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 |
|
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:
|
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:
|
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 |
|
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:
|
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 |