TOT-3328 - Setting to control if order taxes are calculated and rounded at the order total or line level
When products are added to basket and derived orders, tax rounding applied can now be applied in 2 ways, to match the 2 different different ways that business systems can perform rounding.
There is now the ability for baskets and orders to have the tax rounding calculation done in 2 different ways, either by first rounding tax totals for each product/surcharge and then summing up the taxes together to get the final tax total, or the new 2nd method is to calculate the tax by first totalling all the products and surcharges together that use the same taxcode then apply the tax rate to calculate the tax total that is rounded.The tax total from these product/surcharge tax groups is then summed together to provide the final tax total.
The rounding method used should be set the same as the business system that orders are being imported into to ensure the business system calculates tax the same way. Note that if the 2nd method is used then it is recommended to not show the tax amount calculated for each product in the basket and order review web page areas, since the tax amount may not be accurate due to rounding occurring at the order/basket total level.
Within the Administration Centre, under the Stores menu, within the Order Settings interface a new setting labelled "Basket/Order Tax Rounding Method". By default it is set to "Product Line Total" which causes taxes to be rounded for each line total to the number of decimal places specified in the Product Setting's "Price Decimal Places" value. If the setting is set to "Order/Basket Total".then the tax will be rounded at the basket/order level.
Functionality Affected: Product Add To Basket, Order Submission
Impact: Normal
TOT-3674 - Automatically set up URL route for categories to be routed to the same page as their parent category
For content managed websites a new Webpage URL routing rule has been added that allows users to be taken to a specified webpage based on the URL matching a specified category, or any of its child categories. This can heavily reduce the amount of routing rules needing to be set up when top level category web pages are used for the same child web pages.
Webpages can be set up for each top level category, with the correct attribute profile. When a user navigates to a sub-category it will automatically route to the webpage assigned to the top level category, therefore having the correct attribute profile.
When new sub-categories are added, an admin user will no longer have to manually set up routing for those sub-categories.
Within the Administration Centre under the Websites interface, within the Webpage URL Routing dialog a new routing entity labelled "Category and Children" has been added. This is the type of routing that needs to be configured for top level categories, to enable the children categories to be automatically routed to the specified webpage.
Functionality Affected: Websites Administration Centre interface
Impact: Normal
TOT-3844 - Send an email notification when a user unsubscribes from eMarketing
When Emedia Emails are sent out there is now the ability for an administrator to receive an email notification if any recipient users unsubscribe from emarketing. This allows admins to be easily made aware on who is unsubscribing.
When an Emedia Email is sent out from within the Administration Centre's Emarketing Emedia interface, if a user clicks on the unsubscribe link and unsubscribes from receiving Emails from a given category or all emarketing, a notification email can be sent to the Admin email of the project advising of the unsubscription.
To turn this feature on, within the Administration Centre, within the Marketing menu option, go to the Marketing Settings page.
The following new settings have been added that control the notification emails:
Send Administrator Email Notification When Users Unsubscribe From Emarketing
If set to Yes, then when a user unsubscribes from emarketing, the project administrator will be sent an email notification which can contain details of the user.
Unsubscribe Notification Email Subject
Subject to go within the notification email
Unsubscribe Notification Email From Email
Email address that the notification email is sent from
Unsubscribe notification email Format
Body to go within the notification email.
Functionality Affected: Emarketing Email Unsubscribe, Marketing Settings administration centre interface
Impact: Normal
TOT-3847 - Location finder requires web area format for controlling the map marker details
On a content managed web page displaying a Location Finder area, when a user cllicks on a location marker, the Location Detail popup can now be customised to show the required details of the location.
Within the Location Finder content managed web page area, when a user clicks a marker on the map, a window will be displayed showing details of the location.
The information within this window can now be controlled by a format within the web area formats library. This format can be found under Location / Location Finder / Location Marker Detail.
This format contains the same hooks as the existing Location Search Record format, except for post search data (distance from user) and onClick functions.
Additionally a new hook has been added, reset_map_onclick. This hook is to be set within the "onclick" attribute of a HTML element within the format.
When the element is clicked, a javascript function will be called which will clear the search input, search results and reset the map to the initial state.
Functionality Affected: Location Finder content managed web page area
Impact: Normal
TOT-3860 - Speed improvements for Make Model Mapping Connector data import
The Make/Model Mappings Connector data import has been improved to run around 7 times faster then previously. Allowing more make/model data to be imported quicker.
Within the Administration Centre, under the Data menu, within the Data Imports interface, when a Make Model Mappings Connector data import is run, it now is able to import and process make model mapping records around 7 times faster than it previously did.
Functionality Affected: Make/Model Mappings Connector data import
Impact: Normal
TOT-3869 - Increase of the platform API data upload maximum size to 30MB per request
On the TOTECS platform the maximum upload size of any data uploaded for a project has been increased from 20MB to 30MB per request. The allows for larger data imports from the Connector, as well as larger product image and file attachments.
Functionality Affected: All File Uploads
Impact: Normal
TOT-3870 - Allow all products on contract to display in Customer Account Contract Detail content managed webpage area when they are assigned to parent combination products and should not be normally shown
On a content managed web page displaying a Customer Account Contract Detail area, if a product in a contract is assigned to a parent combination product and the project's "Show Combination Children" setting is set to OFF, the area will now ignore this setting and always show products regardless of if they are assigned to a parent combination product or not.
Functionality Affected: Customer Account Contract Detail content managed web page area
Impact: Normal
TOT-3871 - Alt HTML attribute to product flag images within Product Detail, Product Search Listing, Category Listing content managed web page areas
On a content managed website, when a product flag image is displayed, the image now contains an alt attribute which contains the label of the product flag being used. This can help for search engine optimization by allowing search engine crawlers to find more information about the displayed image, as well as accessibility.
Functionality Affected: Product Search Results Listing, Category Listing, Product Details content managed web page area
Impact: Normal
TOT-3874 - Basket Summary content managed web page area to refresh once order has successfully submitted in Order/Checkout Submission areas
On a content managed web page area displaying either an Order Checkout/Submission area, or a Guest Order Checkout/.Submission area, if a user proceeds through checkout and successfully submits an order, then any Basket Summary areas displayed on the web page will dynamically update to show that the basket has been cleared and has no products within it.
Functionality Affected: Order Checkout/Submission, Guest Order Checkout/Submission content managed web page area
Impact: Normal
Bug Fixes
TOT-3787 - Sales Representatives Connector data import fails to complete if a sales rep record matches a different existing record that contain the same sales rep code
When running the Sales Rep import from the Connector or the Connector imports interface within the admin centre, the import could fail to complete if there is an existing sales representative record with the same keySalesRepID to be updated.
Now if a Sales Representatives Connector data import is run, the data import will now check to see if a conflicting sales rep code exists for a matching record being imported, and if so it will now delete the existing sales rep record, before updating another record to have the same sales rep code.
This avoids issues where an existing sales rep record in an external system has been changed to have the sales rep code that matches another previous record that was deleted.
When this occurs the Sales Rep Connector data import too will remove the old record.
Functionality Affected: Sales Representatives Connector data import
Impact: Normal
TOT-3848 - Product attachment files deleted within the Product Editor Admin Centre interface still are still hosted and downloadable
Within the Administration Centre, under the Inventory menu, within the Product Editor interface, after a product has been loaded, within the Attachments tab if an attachment is right clicked on and the Delete context menu option is selected, the product attachment's file may wasn't being removed from the platform's servers.
Now the product attachment will be correctly removed from the project's database, as well as its file removed from the platform's servers.
TOT-3849 - Unable to paginate or scroll down to the bottom of Customer Accounts Assigned To User dialog in the Search Users Admin Centre interface when dialog height is greater than browser height
Within the administration centre, under the Users menu, within the Search Users interface when viewing the customer accounts assigned to a login, when the interface initially loaded there was no pagination offered despite the number of accounts assigned to a user being greater than the initial 10 results. When the number of results per page is increased, admin users were unable to scroll down to see more the accounts within the account listing area.
The Search Users interface has been modified so that when it's displaying large amounts of records per page, users are now able to scroll down correctly, preventing the dialog from disappearing off the page.
Functionality Affected: Search Users admin centre interface
Impact: Normal
TOT-3854 - Product Search Results Listing incorrectly displaying 0 results when attribute search contains multiple attributes with the same word in its name
On content managed web page that is displaying a Product Search Form area. If the area was configured to display a Product Attribute Search Form and the attribute profile used contains multiple attributes, if the name of one attribute has its word(s) contained within the name of another attribute, then when an attribute search is performed in the Product Search Results Listing area it will always fail to display any product search records.
Now if the area is configured to display a Product Attribute Search Form and the attribute profile used contains multiple attributes, if the name of one attribute has its word(s) contained within the name of another attribute before ot, then when an attribute search is performed in the Product Search Results Listing area now correctly is able to search for products.
Functionality Affected: Product Search Form content managed web page area
Impact: Normal
TOT-3861 - Product Attachment filenames not being updated when Product Attachment import is run
When the Product Attachments data import is run and a file is replaced by another file with the same keyAttachmentID, the attachment's filename was not being updated.
Now when the Product Attachments and Product Images data imports are run it correctly updates the details of the files being imported
Functionality Affected: Product Image and Product Attachment data imports
Impact: Normal
TOT-3864 - Facility role permissions for setting billing/delivery organisation names to be not mandatory functioning incorrectly
On a content managed web page containing a Order Checkout/Submission area, users may have been unable to proceed past the Order Details web area format if the 'Show Address Organisation Name' setting is set to 'Yes', despite the user having the 'Billing Address Organisation Name Not Mandatory' and 'Delivery Address Organisation Name Not Mandatory' permissions both set to allow.
The area has been modified to allow users to successfully checkout when a billing or delivery organisation name is not set and their assigned facility role permission "Billing Address Organisation Name Not Mandatory" and "Delivery Address Organisation Name Not Mandatory" allows them to not specify an address.
Functionality Affected: Order Checkout/Submission content managed web page area
Impact: Normal
TOT-3868 - Primary product image incorrectly being changed to the last product image uploaded when Product Images data import runs
When a product images data export is run from the Connector, if a product had multiple images already assigned to then the last image to be uploaded will be made the primary image, overwriting the original primary image that was set in the admin centre.
The Product Images data import has been modified to correctly not change the existing primary image of a product to a no longer be primary. Previously if a product image being uploaded was the primary image then the import would make it no longer primary, which would cause the next image for the product uploaded to become the primary image.
Functionality Affected: Product Search Product Images data import
Impact: Normal
TOT-3873 - When orders are submitted using ZipPay as a payment method, the payment method in the connector is unpaid
If an order was made through either a content managed website or the Trade interface and it was paid via ZipPay, when the order was submitted into the Connector its payment method was set to UNPAID.
Now when an order is paid for using ZipPay and submitted to the Connector, the payment method shown within the Connector is now correctly displaying PROPRIETARY
Functionality Affected: Connector Order Submission
Impact: Normal
TOT-3876 - Customer Account Contracts Admin Centre interface unable to load products of a contract when a product contains a newline character in its name
Within the Administration Centre, under the Users menu, within the Customer Account Contracts interface, upon right clicking on a the Edit context menu item, the Products tab may have been unable to load products when a product contains a newline character within its product name.
Now within the Customer Account Contracts interface Products tab is able to correctly load products when a product contains a newline character within its product name.
Functionality Affected: Customer Account Contracts admin centre interface
Impact: Normal
TOT-3879 - User Performance Statistics Admin Centre interface incorrectly showing total ordered products count instead of order count
Within the Administration Centre, under the Statistics menu, in the Use Performance Statistics Interface, the incorrect values were being shown for the total order quantities and sales amounts.
The Total Orders displayed in both the summary and table rows was incorrectly display the total number of sales order product lines, not the total number of sales.
This figure has now correctly been fixed to show the total number of orders.
Additionally the quantity column has been changed to show total number of unique products ordered for each user over the selected date range.
Lastly the User Performance and Product Performance statistics interfaces now initially load data into the data table when the interface initially displays.
Functionality Affected: User Performance, Product Performance, Category Performance admin centre interface
Impact: Normal
TOT-3867 - Unable to paginate in Product Search Results Listing content managed web page area after initial login
On a content managed web page display a Product Search Results Listing area that has products loaded within it, after the user clicked on a paginator element the area could have failed to paginate and update with the next page of product data.
Now if the area is being loaded on a web page that contains parameters within the URL from the first time a user logged in and landed on the webpage with the area, it will now correctly handle the parameters to ensure that the the paginators in the URL correctly reload the area.
Functionality Affected: Product Search Results Listing content managed web page area
25th January 2019
Improvements
TOT-3328 - Setting to control if order taxes are calculated and rounded at the order total or line level
When products are added to basket and derived orders, tax rounding applied can now be applied in 2 ways, to match the 2 different different ways that business systems can perform rounding.
There is now the ability for baskets and orders to have the tax rounding calculation done in 2 different ways, either by first rounding tax totals for each product/surcharge and then summing up the taxes together to get the final tax total, or the new 2nd method is to calculate the tax by first totalling all the products and surcharges together that use the same taxcode then apply the tax rate to calculate the tax total that is rounded.The tax total from these product/surcharge tax groups is then summed together to provide the final tax total.
The rounding method used should be set the same as the business system that orders are being imported into to ensure the business system calculates tax the same way. Note that if the 2nd method is used then it is recommended to not show the tax amount calculated for each product in the basket and order review web page areas, since the tax amount may not be accurate due to rounding occurring at the order/basket total level.
Within the Administration Centre, under the Stores menu, within the Order Settings interface a new setting labelled "Basket/Order Tax Rounding Method". By default it is set to "Product Line Total" which causes taxes to be rounded for each line total to the number of decimal places specified in the Product Setting's "Price Decimal Places" value. If the setting is set to "Order/Basket Total".then the tax will be rounded at the basket/order level.
Functionality Affected: Product Add To Basket, Order Submission
Impact: Normal
TOT-3674 - Automatically set up URL route for categories to be routed to the same page as their parent category
For content managed websites a new Webpage URL routing rule has been added that allows users to be taken to a specified webpage based on the URL matching a specified category, or any of its child categories. This can heavily reduce the amount of routing rules needing to be set up when top level category web pages are used for the same child web pages.
Webpages can be set up for each top level category, with the correct attribute profile. When a user navigates to a sub-category it will automatically route to the webpage assigned to the top level category, therefore having the correct attribute profile.
When new sub-categories are added, an admin user will no longer have to manually set up routing for those sub-categories.
Within the Administration Centre under the Websites interface, within the Webpage URL Routing dialog a new routing entity labelled "Category and Children" has been added. This is the type of routing that needs to be configured for top level categories, to enable the children categories to be automatically routed to the specified webpage.
Functionality Affected: Websites Administration Centre interface
Impact: Normal
TOT-3844 - Send an email notification when a user unsubscribes from eMarketing
When Emedia Emails are sent out there is now the ability for an administrator to receive an email notification if any recipient users unsubscribe from emarketing. This allows admins to be easily made aware on who is unsubscribing.
When an Emedia Email is sent out from within the Administration Centre's Emarketing Emedia interface, if a user clicks on the unsubscribe link and unsubscribes from receiving Emails from a given category or all emarketing, a notification email can be sent to the Admin email of the project advising of the unsubscription.
To turn this feature on, within the Administration Centre, within the Marketing menu option, go to the Marketing Settings page.
The following new settings have been added that control the notification emails:
If set to Yes, then when a user unsubscribes from emarketing, the project administrator will be sent an email notification which can contain details of the user.
Subject to go within the notification email
Email address that the notification email is sent from
Body to go within the notification email.
Functionality Affected: Emarketing Email Unsubscribe, Marketing Settings administration centre interface
Impact: Normal
TOT-3847 - Location finder requires web area format for controlling the map marker details
On a content managed web page displaying a Location Finder area, when a user cllicks on a location marker, the Location Detail popup can now be customised to show the required details of the location.
Within the Location Finder content managed web page area, when a user clicks a marker on the map, a window will be displayed showing details of the location.
The information within this window can now be controlled by a format within the web area formats library. This format can be found under Location / Location Finder / Location Marker Detail.
This format contains the same hooks as the existing Location Search Record format, except for post search data (distance from user) and onClick functions.
Additionally a new hook has been added, reset_map_onclick. This hook is to be set within the "onclick" attribute of a HTML element within the format.
When the element is clicked, a javascript function will be called which will clear the search input, search results and reset the map to the initial state.
Functionality Affected: Location Finder content managed web page area
Impact: Normal
TOT-3860 - Speed improvements for Make Model Mapping Connector data import
The Make/Model Mappings Connector data import has been improved to run around 7 times faster then previously. Allowing more make/model data to be imported quicker.
Within the Administration Centre, under the Data menu, within the Data Imports interface, when a Make Model Mappings Connector data import is run, it now is able to import and process make model mapping records around 7 times faster than it previously did.
Functionality Affected: Make/Model Mappings Connector data import
Impact: Normal
TOT-3869 - Increase of the platform API data upload maximum size to 30MB per request
On the TOTECS platform the maximum upload size of any data uploaded for a project has been increased from 20MB to 30MB per request. The allows for larger data imports from the Connector, as well as larger product image and file attachments.
Functionality Affected: All File Uploads
Impact: Normal
TOT-3870 - Allow all products on contract to display in Customer Account Contract Detail content managed webpage area when they are assigned to parent combination products and should not be normally shown
On a content managed web page displaying a Customer Account Contract Detail area, if a product in a contract is assigned to a parent combination product and the project's "Show Combination Children" setting is set to OFF, the area will now ignore this setting and always show products regardless of if they are assigned to a parent combination product or not.
Functionality Affected: Customer Account Contract Detail content managed web page area
Impact: Normal
TOT-3871 - Alt HTML attribute to product flag images within Product Detail, Product Search Listing, Category Listing content managed web page areas
On a content managed website, when a product flag image is displayed, the image now contains an alt attribute which contains the label of the product flag being used. This can help for search engine optimization by allowing search engine crawlers to find more information about the displayed image, as well as accessibility.
Functionality Affected: Product Search Results Listing, Category Listing, Product Details content managed web page area
Impact: Normal
TOT-3874 - Basket Summary content managed web page area to refresh once order has successfully submitted in Order/Checkout Submission areas
On a content managed web page area displaying either an Order Checkout/Submission area, or a Guest Order Checkout/.Submission area, if a user proceeds through checkout and successfully submits an order, then any Basket Summary areas displayed on the web page will dynamically update to show that the basket has been cleared and has no products within it.
Functionality Affected: Order Checkout/Submission, Guest Order Checkout/Submission content managed web page area
Impact: Normal
Bug Fixes
TOT-3787 - Sales Representatives Connector data import fails to complete if a sales rep record matches a different existing record that contain the same sales rep code
When running the Sales Rep import from the Connector or the Connector imports interface within the admin centre, the import could fail to complete if there is an existing sales representative record with the same keySalesRepID to be updated.
Now if a Sales Representatives Connector data import is run, the data import will now check to see if a conflicting sales rep code exists for a matching record being imported, and if so it will now delete the existing sales rep record, before updating another record to have the same sales rep code.
This avoids issues where an existing sales rep record in an external system has been changed to have the sales rep code that matches another previous record that was deleted.
When this occurs the Sales Rep Connector data import too will remove the old record.
Functionality Affected: Sales Representatives Connector data import
Impact: Normal
TOT-3848 - Product attachment files deleted within the Product Editor Admin Centre interface still are still hosted and downloadable
Within the Administration Centre, under the Inventory menu, within the Product Editor interface, after a product has been loaded, within the Attachments tab if an attachment is right clicked on and the Delete context menu option is selected, the product attachment's file may wasn't being removed from the platform's servers.
Now the product attachment will be correctly removed from the project's database, as well as its file removed from the platform's servers.
Functionality Affected: Product Attachment Deletion
Impact: Normal
TOT-3849 - Unable to paginate or scroll down to the bottom of Customer Accounts Assigned To User dialog in the Search Users Admin Centre interface when dialog height is greater than browser height
Within the administration centre, under the Users menu, within the Search Users interface when viewing the customer accounts assigned to a login, when the interface initially loaded there was no pagination offered despite the number of accounts assigned to a user being greater than the initial 10 results. When the number of results per page is increased, admin users were unable to scroll down to see more the accounts within the account listing area.
The Search Users interface has been modified so that when it's displaying large amounts of records per page, users are now able to scroll down correctly, preventing the dialog from disappearing off the page.
Functionality Affected: Search Users admin centre interface
Impact: Normal
TOT-3854 - Product Search Results Listing incorrectly displaying 0 results when attribute search contains multiple attributes with the same word in its name
On content managed web page that is displaying a Product Search Form area. If the area was configured to display a Product Attribute Search Form and the attribute profile used contains multiple attributes, if the name of one attribute has its word(s) contained within the name of another attribute, then when an attribute search is performed in the Product Search Results Listing area it will always fail to display any product search records.
Now if the area is configured to display a Product Attribute Search Form and the attribute profile used contains multiple attributes, if the name of one attribute has its word(s) contained within the name of another attribute before ot, then when an attribute search is performed in the Product Search Results Listing area now correctly is able to search for products.
Functionality Affected: Product Search Form content managed web page area
Impact: Normal
TOT-3861 - Product Attachment filenames not being updated when Product Attachment import is run
When the Product Attachments data import is run and a file is replaced by another file with the same keyAttachmentID, the attachment's filename was not being updated.
Now when the Product Attachments and Product Images data imports are run it correctly updates the details of the files being imported
Functionality Affected: Product Image and Product Attachment data imports
Impact: Normal
TOT-3864 - Facility role permissions for setting billing/delivery organisation names to be not mandatory functioning incorrectly
On a content managed web page containing a Order Checkout/Submission area, users may have been unable to proceed past the Order Details web area format if the 'Show Address Organisation Name' setting is set to 'Yes', despite the user having the 'Billing Address Organisation Name Not Mandatory' and 'Delivery Address Organisation Name Not Mandatory' permissions both set to allow.
The area has been modified to allow users to successfully checkout when a billing or delivery organisation name is not set and their assigned facility role permission "Billing Address Organisation Name Not Mandatory" and "Delivery Address Organisation Name Not Mandatory" allows them to not specify an address.
Functionality Affected: Order Checkout/Submission content managed web page area
Impact: Normal
TOT-3868 - Primary product image incorrectly being changed to the last product image uploaded when Product Images data import runs
When a product images data export is run from the Connector, if a product had multiple images already assigned to then the last image to be uploaded will be made the primary image, overwriting the original primary image that was set in the admin centre.
The Product Images data import has been modified to correctly not change the existing primary image of a product to a no longer be primary. Previously if a product image being uploaded was the primary image then the import would make it no longer primary, which would cause the next image for the product uploaded to become the primary image.
Functionality Affected: Product Search Product Images data import
Impact: Normal
TOT-3873 - When orders are submitted using ZipPay as a payment method, the payment method in the connector is unpaid
If an order was made through either a content managed website or the Trade interface and it was paid via ZipPay, when the order was submitted into the Connector its payment method was set to UNPAID.
Now when an order is paid for using ZipPay and submitted to the Connector, the payment method shown within the Connector is now correctly displaying PROPRIETARY
Functionality Affected: Connector Order Submission
Impact: Normal
TOT-3876 - Customer Account Contracts Admin Centre interface unable to load products of a contract when a product contains a newline character in its name
Within the Administration Centre, under the Users menu, within the Customer Account Contracts interface, upon right clicking on a the Edit context menu item, the Products tab may have been unable to load products when a product contains a newline character within its product name.
Now within the Customer Account Contracts interface Products tab is able to correctly load products when a product contains a newline character within its product name.
Functionality Affected: Customer Account Contracts admin centre interface
Impact: Normal
TOT-3879 - User Performance Statistics Admin Centre interface incorrectly showing total ordered products count instead of order count
Within the Administration Centre, under the Statistics menu, in the Use Performance Statistics Interface, the incorrect values were being shown for the total order quantities and sales amounts.
The Total Orders displayed in both the summary and table rows was incorrectly display the total number of sales order product lines, not the total number of sales.
This figure has now correctly been fixed to show the total number of orders.
Additionally the quantity column has been changed to show total number of unique products ordered for each user over the selected date range.
Lastly the User Performance and Product Performance statistics interfaces now initially load data into the data table when the interface initially displays.
Functionality Affected: User Performance, Product Performance, Category Performance admin centre interface
Impact: Normal
TOT-3867 - Unable to paginate in Product Search Results Listing content managed web page area after initial login
On a content managed web page display a Product Search Results Listing area that has products loaded within it, after the user clicked on a paginator element the area could have failed to paginate and update with the next page of product data.
Now if the area is being loaded on a web page that contains parameters within the URL from the first time a user logged in and landed on the webpage with the area, it will now correctly handle the parameters to ensure that the the paginators in the URL correctly reload the area.
Functionality Affected: Product Search Results Listing content managed web page area
Impact: Normal