Portal

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.

Older Releases

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