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Previous Releases

2025-06-09 | 3.10 Portal

Refer to Change Ticket(s): CHANGE-12413, CHANGE-12427 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool (PPT)

3.10.22

3.10.23

Audit Trail

3.10.18

3.10.20

New Features

XOP-14054

PPT

Process, Backend, UI

Enabled user to configure Share Code and Revoke access with the following permissions at company and admin levels:

  • Create Share Code (ShareCode.Execute) at company and admin level

  • Revoke Terminal (Revoke.Terminal.Execute) at company leval

  • Revoke Station (Revoke.Station.Execute) at company level

Improvements

XDM-40308

Audit Trail

Backend

2025-06-02 | 3.10 Portal

Refer to Change Ticket: CHANGE-12339 when speaking with a Team Member about this release.

Component

Current Version

New Version

Audit Trail

3.10.15

3.10.18

Improvements

XOP-14228, XDM-40370

Audit Trail

Backend

2025-05-29 | 3.10 Portal

Refer to Change Tickets: CHANGE-12322 and CHANGE-12347 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.69-13

3.10.78

Permission Provisioning Tool (PPT)

3.10.16

3.10.22

New Features

XOP-12926, XOP-12931, XOP-13001, XOP-13002

Onboarding Portal

Process, Backend, UI

Enhanced management and customization of Business Attributes with the following actions:

  • Add functionality for deleting a section of Business Attributes set and deleting a Business Attributes set

  • Add functionality for deleting Business Attributes entity and deleting an option of Select One type of Business Attribute

  • Add option to check instances where Business Attributes are used by adding Active Instances section to Business Attributes entity with functionality to show amount of instances in grid with total amount of instances where attribute is utilized

  • Add option to change default option for Business Attribute with Define Default Option functionality in Business Attribute navigation menu

XOP-13018

Onboarding Portal

Process, Backend, UI

Enabled administrator configuration of purging period of In-Store API Service for site by adding new Purge Uncommitted Orders After [Minutes] setting in General tab.

XOP-13139

Onboarding Portal

Process, Backend, UI

Enhanced management of Business Attributes with the following new permissions:

  • Business Attributes subgroup

  • View Business Attributes

  • Add Business Attributes

  • Edit Business Attributes

  • Delete Business Attributes

XOP-13376

Onboarding Portal

Process, Backend, UI

Allowing users to verify configuration of third-party service with test message by adding Send Test Message functionality in General, SMS Receipt, and Waitlist tabs at company and site level.

XOP-13705

Onboarding Portal, PPT

Process, Backend, UI

Enabled access to third-party casesafe data by adding new permissions View Salesforce Casesafe IDs (Salesforce.Casesafe.View) and Manage Salesforce Casesafe IDs (Salesforce.Casesafe.Manage) at global level.

XOP-13770

Onboarding Portal

Process, Backend, UI

Optimized Event Day Ordering date management with the following actions:

  • Remove Start Date and End Date fields from Event Day Ordering section

  • Update logic of Event Day Ordering Start Time and End Time to be consistent with Sales Start Time and Saled End Time

  • Update validation of Event Day Ordering Start Time and End Time

  • Enabled event to save successfully when event is not available at a site with Suite Catering service activated

XOP-13835

PPT

Process, Backend, UI

Removed access to Employee Productivity report permission (Reporting.Employee.Productivity) from company and global levels.

XOP-13840

Onboarding Portal, PPT

Process, Backend, UI

Enabled hiding or unhiding of payroll summary report by adding new permission IRIS Payroll Summary (Reporting.IRIS.PayrollSummary) at company and global levels.

XOP-13873

Onboarding Portal, PPT

Process, Backend, UI

Enabled access to Point Of Sale API functionality by adding new permission POSAPI.Order.View at global level.

XOP-13912

Onboarding Portal, PPT

Process, Backend, UI

Enabled removal of AUTH access by creating new permission Revoke Auth Access (Xenial.AUTH.Access.Delete) at global level.

XOP-13938

PPT

Process, Backend, UI

Managed access to Point Of Sale API functionality with the following new permissions at the global level:

  • POSAPI.Order.Delete

  • POSAPI.Order.Committed.Delete

  • POSAPI.Order.Paid.Delete

  • POSAPI.Order.Other_origin.Delete

XOP-13970

PPT

Process, Backend, UI

Enabled third-party requests for employee data by adding new permission Staff.ExternalEmployeeData for administrator roles in Staff Group.

Improvements

XOP-12430

Onboarding Portal

UI

Validation message for third-party service Remove option displays accurately.

XOP-12875

Onboarding Portal

UI

Requires further configuration warning message is absent as expected in third-party service when service is fully activated.

XOP-12885

Onboarding Portal

UI

Port number in Point Of Sale API service cannot be set higher than 65535. Input values higher than 65535 disable Save button as expected.

XOP-12920

Onboarding Portal

UI

Search field displays and functions successfully after clicking on All button when syncing third-party service data.

XOP-13045

Onboarding Portal

Backend, UI

Sites for custom service assign and save successfully without error message.

XOP-13138

Onboarding Portal

Backend, UI

Last Updated adds successfully as parameter in Site Hierarchies Site Selector.

XOP-13507, XOP-13590, XOP-13632, XOP-13745

Onboarding Portal

Backend

XOP-13609

Onboarding Portal

UI

Validation message is absent as expected when options are not selected for companies in Create Service dropdown.

XOP-13725

Onboarding Portal

Process, Backend, UI

Event Day Ordering section is not editable when event has already closed.

XOP-13726

Onboarding Portal

UI

Event Day Ordering section displays successfully when screen is clicked after clicking Create Event button.

XOP-13799

Onboarding Portal

Backend, UI

Data saves successfully in Point Of Sale API bulk mode.

XOP-13870

Onboarding Portal

Backend, UI

Business Attribute Sets Lists are absent from display as expected when XDMB subscription is turned off and Business Attributes tab is pinned for at least one company.

XOP-13933

Onboarding Portal

Backend, UI

User can select all available events in Suite Catering Reports event selector.

XOP-13939

Onboarding Portal

Backend, UI

Inventory partner service can be opened and user can view sync statuses as expected.

XOP-13945

Onboarding Portal

Backend, UI

New options save successfully after changing Business Attribute default option in Change Default modal.

XOP-13949

Onboarding Portal

Backend, UI

Site data can be copied successfully.

XOP-13950

Onboarding Portal

Backend, UI

Last Sync status and data display accurately in partner service.

XOP-14035

Onboarding Portal

Process, Backend, UI

Site can be created successfully when Point Of Sale API service is inactive for the site.

XOP-14038

Onboarding Portal

Backend, UI

Changes to subscription settings save successfully.

XOP-14040

Onboarding Portal

Process, Backend, UI

Changes save successfully when user removes newly created empty Business Attribute Set and creates a new one.

XOP-14044

Onboarding Portal

Backend, UI

New toggle settings can be successfully created in new Business Attribute.

XOP-14048

Onboarding Portal

Backend, UI

Options in Business Attribute List can be successfully removed.

XOP-14052

Onboarding Portal

UI

User can choose any option in Business Attributes dropdown.

XOP-14059

Onboarding Portal

Process, Backend, UI

User must have All Sites Access permission enabled to successfully delete a Business Attribute or a Business Attribute option.

XOP-14077

Onboarding Portal

Backend

Enhanced security by ensuring that phone numbers are not stored in third-party logs.

XOP-14081

Onboarding Portal

Process, Backend, UI

Loyalty/custom/shipping services update successfully.

XOP-14090, XOP-14092

Onboarding Portal

UI

Description of Manage deployment in Roles displays accurately. Description of Deployment in Roles displays accurately.

XOP-14122

Onboarding Portal

Backend, UI

User can successfully set port number for Point Of Sale API in bulk mode. Purge Uncommitted Orders After (Minutes) field displays accurately.

XOP-14214

PPT

Backend, UI

Changes to Company Admin role save successfully without error message.

XOP-14226, XOP-14227

Onboarding Portal

Backend, UI

Port configuration setting of O in Point Of Sale API saves successfully without error message. Port Number and Purge Uncommitted Orders After (Minutes) bulk fields display and perform successfully.

2025-05-15 | 3.10 Portal

Refer to Change Ticket: CHANGE-12256 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool (PPT)

3.10.16

3.10.19

New Features

XOP-13705

PPT

Process, Backend, UI

Enabled access to third-party casesafe data by adding new permissions View Salesforce Casesafe IDs (Salesforce.Casesafe.View) and Manage Salesforce Casesafe IDs (Salesforce.Casesafe.Manage) at global level.

XOP-13840

PPT

Process, Backend, UI

Enabled hiding or unhiding of payroll summary report by adding new permission IRIS Payroll Summary (Reporting.IRIS.PayrollSummary) at company and global levels.

XOP-13873

PPT

Process, Backend, UI

Enabled access to Point Of Sale API functionality by adding new permission POSAPI.Order.View at global level.

XOP-13912

PPT

Process, Backend, UI

Enabled removal of AUTH access by creating new permission Revoke Auth Access (Xenial.AUTH.Access.Delete) at global level.

2025-05-01 | 3.10 Portal

Refer to Change Ticket: CHANGE-12128 when speaking with a Team Member about this release.

Component

Current Version

New Version

Log Reader API

3.10.15

3.10.18

Improvements

XOP-13742

Log Reader API

Backend

2025-04-30 | 3.10 Portal

Refer to Change Ticket: CHANGE-12166 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.69-6

3.10.69-13

Improvements

XOP-14015

Onboarding Portal

Backend, UI

Users can reset passwords successfully via password request email.

2025-04-24 | 3.10 Portal

Refer to Change Ticket: CHANGE-12123 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.69

3.10.69-6

Improvements

XOP-13939

Onboarding Portal

Backend, UI

Inventory partner service can be successfully opened in site with service enabled. Sync statuses display accurately.

XOP-13949

Onboarding Portal

Backend, UI

Ensured that site data can be copied and changes saved successfully by optimizing Data Feed configuration.

2025-04-17 | 3.10 Cloud Portal

Refer to Change Ticket: CHANGE-12058 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.45-6

3.10.69

API Updates

Endpoint

Summary

/site/{siteid}

Response time is within allowable parameters. (XOP-13882)

New Features

XOP-10022

Onboarding Portal

Process, Backend, UI

Enhanced Idle Time Tracking report functionality by adding new Idle Time Tracking Report permission (Reporting.Idle.Time.Tracking) for company administrators at company and global levels.

XOP-13030

Onboarding Portal

Process, Backend, UI

Enabled administrators to exercise control of encryption keys for In-Store API service to prohibit unauthorized use of service with the following actions:

  • Generate encryption keys for new and existing In-Store API service

  • Encryption keys stored in Security section of XPI subsection

  • Encryption keys rotate automatically on Site object retrieval

  • Renew Encryption Keys button is only accessible with Renew.Encryption.Key permission enabled

XOP-13344

Onboarding Portal

Backend, UI

Added support for specific field selection in Event selector.

XOP-13504

Onboarding Portal

Process, Backend, UI

Enhanced security of Personally Identifiable Information by adding new permissions Default.DataFeed.View and Default.DataFeed.Manage at global level.

XOP-13519

Onboarding Portal

Process, Backend, UI

Enabled company administrators to control which staff can manage transfer requests via Point Of Sale by adding new permission VenuesInventory.TransferRequest.Manage at the company and global levels.

XOP-13567

Onboarding Portal

Process, Backend, UI

Enabled viewing of Audit Trail data by adding new permission ChangeHistory.Admin.View for administrator roles at global level.

XOP-13572

Onboarding Portal

Process, Backend, UI

Enabled access to Data Mapper Dashboard by adding the following new permissions to new Data Mapper section:

  • View Company Batches (Batch.View)

  • View Company Statistics (Statistics.View)

  • View Company Transactions (Transaction.View)

Improvements

XOP-11471

Onboarding Portal

Process, Backend, UI

Deactivate Services popup displays accurately in bulk mode. Deactivate Service popup displays accurately in single mode.

XOP-12037, XOP-12041, XOP-12418, XOP-12708, XOP-12997, XOP-13469, XOP-13524

Onboarding Portal

Backend

XOP-12609

Onboarding Portal

UI

Event sub-header displays accurately in Events page.

XOP-12617

Onboarding Portal

UI

Event Date validation message displays accurately.

XOP-12794

Onboarding Portal

UI

Blue messages display accurately in modals for Kitchen Screen and Point Of Sale services.

XOP-12805

Onboarding Portal

Process, Backend, UI

User must complete new registration via To Complete My Registration process to login. Old/invalid passwords do not function.

XOP-12828

Onboarding Portal

Process, Backend, UI

Site creation requires selection in Country field as expected. Warning message displays accurately.

XOP-12879

Onboarding Portal

Backend, UI

Port number field is highlighted and required field message displays when user removes port number for site with Point Of Sale API Service enabled.

XOP-12961

Onboarding Portal

Backend, UI

Default values display accurately when Genius Gateway service is deactivated in bulk mode.

XOP-12996

Onboarding Portal

Backend, UI

Confirmation message in Custom Services payment is not displayed when service is turned off at company level.

XOP-13009

Onboarding Portal

Backend, UI

Zip filter resets immediately after clicking Reset button as expected.

XOP-13015

Onboarding Portal

Backend, UI

Correct error message popup displays when service is temporarily unavailable.

XOP-13070

Onboarding Portal

Process, Backend, UI

Site hierarchy can be edited in bulk mode as expected with all sites are selected in relevant hierarchy.

XOP-13115

Onboarding Portal

Backend

Linting errors are detected successfully.

XOP-13121

Onboarding Portal

Process, Backend, UI

Event cannot be created with null value for event_type_entity_id.

XOP-13142

Onboarding Portal

Backend, UI

Identity provider is not duplicated after updating existing ID.

XOP-13151

Onboarding Portal

Process, Backend, UI

Custom URLs display and function accurately when user switches values among different environments in loyalty service.

XOP-13203

Onboarding Portal

Backend, UI

Users and Groups display accurately mapped user/group assignments.

XOP-13215

Onboarding Portal

UI

Order displays accurately in Orders section and Gift Card Cash Out displays accurately in Drawers section of third-party service edit modal.

XOP-13227

Onboarding Portal

UI

Calculation Values and eRest Site Number bulk fields display accurately.

XOP-13258

Onboarding Portal

UI

Copy Data to button displays accurately in Sites.

XOP-13263

Onboarding Portal

UI

Completed Events, Deleted Events, and Deleted View Lists display accurately in Roles and Events.

XOP-13333

Onboarding Portal

Process, Backend, UI

User must have Admin.Subscriptions.Items.Manage permission enabled to edit Custom fields within new service.

XOP-13577

Onboarding Portal

Backend, UI

Warning message displays accurately when user attempts to delete service.

XOP-13707

Onboarding Portal

Backend, UI

Site List filters and displays accurately when site hierarchy and site tags are applied simultaneously.

XOP-13776

Onboarding Portal

UI

Point Of Sale warning message is absent when selected terminal is not using outdated version.

XOP-13797

Onboarding Portal

UI

Validation message displays accurately when maximum character count is exceeded when enabling third-party service.

XOP-13803

Onboarding Portal

Process, Backend, UI

User can successfully switch between Credentials and Use Site Settings in bulk mode in third-party service. SMS Receipt and Waitlist fields are not highlighted when input is valid.

XOP-13807

Onboarding Portal

Process, Backend, UI

Done button is disabled and validation message displays as expected when user attempts to enable third-party service in bulk mode without choosing SMS Receipt or Waitlist option.

XOP-13808

Onboarding Portal

Process, Backend, UI

User can successfully open third-party bulk edit modal if a selected site does not have third-party service enabled. Edit and Remove options display accurately after clicking 3-dots menu.

XOP-13850

Onboarding Portal

Backend, UI

Save button functions successfully and changes save successfully when Shipping service and third-party service are activated for site.

XOP-13869

Onboarding Portal

Backend, UI

Values are not inherited from company level in third-party service bulk mode when credentials are Custom.

XOP-13875

Onboarding Portal

UI

Access Token bulk field in Data Stream displays and functions accurately.

XOP-13890

Onboarding Portal

Backend, UI

Changes to manual service save successfully in Service Builder.

XOP-13891

Onboarding Portal

Backend, UI

Services can be added and activated successfully to Companies without warning message being displayed.

XOP-13892

Onboarding Portal

Backend

Auth Token fields for third-party service decrypt successfully.

XOP-7676

Onboarding Portal

UI

Add Filter button and Add Order State modal display accurately in Filter Data.

XOP-7977

Onboarding Portal

Process, Backend, UI

Prompt only appears for selected terminal when Refresh Terminal button in Site Status is used.

XOP-8279

Onboarding Portal

UI

View option in Events tab changes to Completed Events when Completed Events is user selection.

2025-04-14 | 3.10 Cloud Portal

Refer to Change Ticket: CHANGE-12019 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool (PPT)

3.10.15

3.10.16

New Features

XOP-13572

PPT

Process, Backend, UI

Enabled access to Data Mapper Dashboard by adding the following new permissions to new Data Mapper section:

  • View Company Batches (Batch.View)

  • View Company Statistics (Statistics.View)

  • View Company Transactions (Transaction.View)

Improvements

XOP-8454

PPT

Process, Backend, UI

Manage Data Stream Endpoints permission (DataStreamEndpoints.Manage) is unavailable on company level as expected.

2025-04-03 | 3.10 Cloud Portal

Refer to Change Tickets: CHANGE-11938, CHANGE-11941, and CHANGE-11947 when speaking with a Team Member about this release.

Component

Current Version

New Version

Audit Trail

3.10.12

3.10.15

Onboarding Portal

3.10.45

3.10.45-6

Permission Provisioning Tool (PPT)

3.10.14

3.10.15

New Features

XOP-12932

Onboarding Portal

Process, Backend, UI

Enabled third-party SMS receipt/waitlist functionality with the following actions:

  • Enable configuration of third-party SMS receipt/waitlist provider to All Services section at company level, with ұԱԻAvailability Conditions parameter sections

  • Provider configuration will include Account Name, Account SID, Token, Phone Number, Messaging Service ID, Provider, Service URL

  • ³Բtoggle for third-party service is set to Yes, tabs SMS Receipt Ի²ٱdisplay in service modal window

  • Validation is configured with text This field is required applied to required fields if no data

  • Third-party service is available for single and multiple site selection

XOP-13519

PPT

Process, Backend, UI

Enabled administrators to control access to transfer requests at Point Of Sale by adding new VenuesInventory.TransferRequest.Manage permission at company and global levels for company administrator, XPRT-Admin, and PS-Admin roles.

Improvements

XOP-13740

Audit Trail

Backend

XOP-13776

Onboarding Portal

Backend, UI

Information message regarding support for Extended Site Status feature displays accurately.

XOP-13790

Onboarding Portal

Backend, UI

Service modal window at Site level in bulk mode opens successfully.

2025-03-24 | 3.10 Log Reader

Refer to Change Ticket: CHANGE-11690 when speaking with a Team Member about this release.

Component

Current Version

New Version

Log Reader API

3.10.11

3.10.15

Improvements

XOP-13120

Log Reader API

Backend

2025-03-17 | 3.10 Cloud Portal

Refer to Change Tickets: CHANGE-11811, and CHANGE-11822 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.44

3.10.45

Permission Provisioning Tool (PPT)

3.10.13

3.10.14

New Features

XOP-10022

PPT

Process, Backend, UI

Enhanced reporting functionality by adding new permission Idle Time Tracking Report (Reporting.Idle.Time.Tracking) at global and company levels for all admin roles.

XOP-13567

PPT

Process, Backend, UI

Enabled viewing of Audit Trail reporting by adding new permission ChangeHistory.Admin.View at global level for admin and XPRT-Admin roles.

Improvements

XOP-13727

Onboarding Portal

Process, Backend, UI

Error message displays successfully with inline error in Event Day Ordering End Date and End Time fields.

2025-03-13 | 3.10 Cloud Portal

Refer to Change Ticket: CHANGE-11810 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.38

3.10.44

New Features

XOP-12343

Onboarding Portal

Process, Backend, UI

Added support for creation of business rules with the following actions:

  • Added new Business Rules option to Settings and Tools section

  • Selecting Business Rules opens Business Rules Sets page with Create Set option

  • Create Set option opens New Business Rule Set window with elements Close, Rule Builder, New Business Rule Set, Save button

XOP-12611

Onboarding Portal

Process, Backend, UI

Enhanced Event Day Ordering process by Unhiding Event Day Ordering fields and implemented Event Day Ordering start and cutoff text fields.

XOP-12821, XOP-12822, XOP-12826, XOP-12871, XOP-12923

Onboarding Portal

Process, Backend, UI

Added support for creation of Business Attributes section with the following actions:

  • Added new Business Attributes option to Settings and Tools section

  • Added Business Attribute Sets option with Create Set button, search function, checkbox function, Set Name and Description, Total Attributes (numerical input), and 3 dots function

  • Added New Business Attribute Set page with Create New Section button and Create New Attribute button with corresponding modal windows

  • Create New Section modal contains Name (input field) and Cancel and Create Section buttons

  • When section is created, a Section card displays with elements Section Name, +Create New Attribute button, scrolling and Edit buttons

  • Create New Attribute modal contains elements Cancel, Create New Attribute, Configuration, Create Attribute

  • When Configuration is selected, modal fields are Selection Type (toggle), Label Text (input), Info text (input), Define Default Value

  • Selection Options subsection opens when Select One option is selected in Configurations, with elements Selection options, Option Name, Drag and drop, Option, Cancel, +Add Option

  • Extended Site Edit form with Business Attribute set section with option to answer Business Attribute

Improvements

XOP-13394

Onboarding Portal

Backend, UI

Business Attributes option in Settings and Tool is only visible when proper subscription is enabled.

XOP-13395, XOP-13396

Onboarding Portal

Process, Backend, UI

Business Attribute sets can be deleted successfully after confirmation and success popup window displays as expected.

XOP-13397

Onboarding Portal

Backend, UI

Label text in Business Attribute sets cannot be saved in duplicate form.

XOP-13398, XOP-13407

Onboarding Portal

Process, Backend, UI

Changes save successfully in Business Attribute when Selection Type is changed to Select One or Selection Type is toggled On/Off

XOP-13408

Onboarding Portal

Backend, UI

Error message Failed to save changes. Please try again display successfully when changes to Business Attribute cannot be completed.

XOP-13409

Onboarding Portal

Backend, UI

Done button is inactive by default as expected when no changes are made.

XOP-13713

Onboarding Portal

UI

The following entities in Business Attributes display accurately:

  • Validation message when Create New Section attempt uses duplicate name

  • +Create New Section and +Create New Attribute button names

  • Section card displays Section Name and +Add New Attribute button

2025-03-10 | 3.10 Cloud Portal

Refer to Change Ticket: CHANGE-11777 when speaking with a Team Member about this release.

Component

Current Version

New Version

Audit Trail

3.10.10

3.10.12

Improvements

XOP-13616

Audit Trail

Backend

2025-03-06 | 3.10 Cloud Portal

Refer to Change Tickets: CHANGE-11689 and CHANGE-11742 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.35-5

3.10.38

Permission Provisioning Tool (PPT)

3.10.12

3.10.13

New Features

XOP-13504

PPT

Process, Backend, UI

Enhanced management of default data feed by adding the following new permissions at the global level:

  • Default.DataFeed.View (allows viewing default data feed)

  • Default.DataFeed.Manage (allows managing default data feed)

XOP-13572

PPT

Process, Backend, UI

Enhanced monitoring of onboarding process by creating new Data Mapper section containing the following new permissions for admin roles and disabled for company-level roles:

  • View Company Batches (Batch.View)

  • View Company Statistics (Statistics.View)

  • View Company Transactions (Transaction.View)

Improvements

XOP-13499

PPT

UI

Permission preferences.send-offline-time-punches.Manage displays accurately in Company Admin.

XOP-13604, XOP-13606

Onboarding Portal

Backend

XOP-13610

Onboarding Portal

Backend, UI

Encrypted and Masked field functionality performs successfully.

XOP-13611

Onboarding Portal

Backend, UI

Done button is enabled as expected and validation message displays accurately in bulk custom services.

XOP-13625

Onboarding Portal

Backend, UI

Loading Overlay displays and performs successfully on My Companies page.

2025-02-27 | 3.10 Cloud Portal

Refer to Change Tickets: CHANGE-11718 and CHANGE-11719 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.29-10

3.10.35-5

Permission Provisioning Tool (PPT)

3.10.9

3.10.12

New Features

XOP-11773

Onboarding Portal, PPT

Process, Backend, UI

Enabled payment assignment to be mandated when user creates Suite Catering order by adding the new permission SuiteCatering.Orders.CreateOrderWithoutPaymentAssigned in Orders subgroup at global and company levels.

XOP-12145

Onboarding Portal

Process, Backend, UI

Ensured data protection with the following actions:

  • Added toggle fields Encrypted and Masked available for text entry field in custom service

  • Fields with Encrypted=Yes are encrypted/decrypted using existing logic

  • Fields with Masked=Yes are masked with dots and utilize eye icon to view original data

  • Notification sent to Data Management when gift provider service created/updated/removed

  • Updated Data contract for gift provider service

XOP-12333

Onboarding Portal

Process, Backend, UI

Added Service Builder functionality with the following actions:

  • Added new Create Service button to All Services page

  • Newly created services have additional Remove option within 3 dots menu

  • Clicking Add Service button displays new form to create service with subsections General, Company Fields, and Site Fields

  • General section contains subsections General and Availability Conditions

  • General subsection contains fields Service Name, Description, and Service Type

  • Availability Conditions contains fields Available by and Condition

  • New services display in All Services list

XOP-12766, 13080

Onboarding Portal

Process, Backend, UI

Enhanced Service Builder permissions by adding the following new permissions:

  • Admin.Subscriptions.Items.Manager permission at global level for admin and XPRT-Admin roles.

  • Decrypted.Data.View permission at global level for admin and XPRT-Admin roles

  • Fields with Masked=Yes are masked with dots and utilize eye icon to view original data

  • Notification sent to Data Management when gift provider service created/updated/removed

  • Updated Data contract for gift provider service

XOP-12787, XOP-12808

Onboarding Portal

Process, Backend, UI

Enhanced Service Builder field configuration at the company level with the following actions:

  • Company fields contain General section with Add New Field and Add New Section buttons by default

  • Clicking Add New Section button displays form to create section with fields Section Name and Section Description

  • Clicking Add Service button displays new form to create service with subsections General, Company Fields, and Site Fields

  • When new section is added, Add New Field and Allow Site Overrides toggles display

  • Clicking Add New Field button displays Create Field form with main fields Type, Label, Help Text, Placeholder Text, Parameter Key, Required, Encrypted, Masked, Default State, On Description, Off Description

  • Clicking Drop Down field type displays Select an Option grid with Add Choice button with columns Field Choices and Default Choices

XOP-12887

Onboarding Portal, PPT

Process, Backend, UI

Enhanced management of Business Attributes by adding the following new permissions at the global level for admin, PS-Admin, and XPRT-Admin roles, and at company levels with default for company administrator:

  • Add Business Attributes (BusinessAttributes.Add)

  • View Business Attributes (BusinessAttributes.View)

  • Edit Business Attributes (BusinessAttributes.Edit)

  • Delete Business Attributes (BusinessAttributes.Delete)

XOP-13041

Onboarding Portal, PPT

Process, Backend, UI

Enabled management of in-store Point Of Sale API encryption by adding the new permission POSAPI.Renew.Encryption.Key at the global level for admin, XPRT-Admin, and PS-Admin roles.

XOP-13155

Onboarding Portal

Process, Backend, UI

Enabled decryption of Encrypted Value with the following actions:

  • On Service Builder create/edit form, if Encrypted=True, then Masked=True and is disabled from user modification

  • Integrator/access tokens check Decrypted.Data.View permission state

  • Site tokens add Decrypt for POS and XKM toggle to field create/edit form, displays only when Encrypted=True

  • Eye icon is enaabled when Encrypted=True, Masked=True and Decrypted.Data.View=True and hidden when Encrypted=True, Masked=True and Decrypted.Data.View=False or when Masked=False

XOP-13311

Onboarding Portal

Process, Backend, UI

Added support for user email notifications with hyperlinked summaries of Accepted/Rejected/Cancelled orders and transfers.

XOP-13420

Onboarding Portal

Process, Backend, UI

Enabled administrators to view employee time punches by adding new Employee.TimePunches.View permission at global and company levels.

XOP-13439

Onboarding Portal

Process, Backend, UI

Enabled administrators to manage preferences for sending offline time punches to staff by adding new preferences.send-offline-timepunches.Manage permission at global and company levels.

Improvements

XOP-11873

Onboarding Portal

Backend, UI

Imported files download successfully from Preferred Language selection.

XOP-12602

Onboarding Portal

Backend, UI

Validation Formats and Order Point subcategories display accurate descriptions.

XOP-12856

Onboarding Portal

Backend, UI

Loyalty service displays successfully at site level.

XOP-13216

Onboarding Portal

Process, Backend, UI

Service Builder users are disallowed from using API response to activate delivery or payment service that doesn't exist at the company level.

XOP-13280, XOP-13281, XOP-13320

Onboarding Portal

Process, Backend, UI

Sites assigned to user are removed as expected in Site section after sites have been removed from custom fields. Users can be successfully added to user group if User Group Assignment via IDP setting is turned off. IDP user cannot be added to site with global checkbox when Site/Role/User Group Assignment via IDP is Yes.

XOP-13285

Onboarding Portal

Backend, UI

Employee information synchronizes successfully with email accounts.

XOP-13321

Onboarding Portal

Backend, UI

Filtering by Subscription column is successful for manually created services.

XOP-13324

Onboarding Portal

Backend, UI

Confirmation messages display accurately if newly added fields are removed.

XOP-13325, XOP-13370

Onboarding Portal

Backend, UI

Enter XOPS Ticket Number popup displays accurately on Service Builder admin page. Enter XOPS Ticket Number popup does not display when fields have been updated in General section.

XOP-13332

Onboarding Portal

Process, Backend, UI

Users can successfully create service containing Excluding the following condition without any companies listed in condition.

XOP-13341, XOP-13371

Onboarding Portal

Process, Backend, UI

Service with type=Delivery displays accurately on Services list in bulk mode as expected. Changes save successfully.

XOP-13347

Onboarding Portal

Process, Backend, UI

Add Service modal displays successfully after clicking Add Service button for sites in bulk mode.

XOP-13349

Onboarding Portal

UI

Site field toggle displays accurately in Service Builder.

XOP-13350

Onboarding Portal

Backend

Services with Order Source field can be successfully opened without error message.

XOP-13351

Onboarding Portal

UI

Accurate default value of Yes is shown in Edit Field dropdown in Manual Service.

XOP-13355, XOP-13368, XOP-13557

Onboarding Portal

Process, Backend, UI

Sites are created successfully with manual service. Manual service displays accurately on Services list. Manual service saves and updates successfully.

XOP-13356

Onboarding Portal

Backend, UI

Newly added toggles display accurately after being added to existing services.

XOP-13367

Onboarding Portal

UI

Placeholder field is restricted to specified character limit as expected.

XOP-13369

Onboarding Portal

Backend, UI

User cannot use existing Parameter key in new field. Error message displays accurately.

XOP-13378, XOP-13379

Onboarding Portal

Process, Backend, UI

Save and propagate button functions successfully in Service Builder when fields are removed. Save button functions successfully in Service Builder after updating Save and propagate settings at site level.

XOP-13390

Onboarding Portal

Process, Backend, UI

Changes to Edit Site form save successfully when manually created service is unavailable for editing.

XOP-13404

Onboarding Portal

Process, Backend, UI

Done button is available and active as expected when user attempts to activate existing service with deactivated status.

XOP-13406

Onboarding Poral

Backend, UI

Manual service type displays accurately.

XOP-13412

Onboarding Portal

Backend, UI

Add Data Exclusions modal displays accurately and Cancel button functions successfully in Service Builder at site level.

XOP-13413, XOP-13414

Onboarding Portal

UI

IP Address and Portal Number bulk fields in data feed display accurately. Add/Move/Remove buttons for sections and fields are hidden as expected when Gift Provider profile is selected.

XOP-13415

Onboarding Portal

Backend

Narrowed allowed range of expired tokens to site endpoints to only include site token requests.

XOP-13427

Onboarding Portal

Backend, UI

User can successfully add second service with payment type.

XOP-13430

Onboarding Portal

Backend, UI

Allow Site Overrides is hidden as expected for gift provider.

XOP-13435

Onboarding Portal

Backend, UI

Editing a Masked and/or Encrypted custom field does not affect other custom fields.

XOP-13437, XOP-13438

Onboarding Portal

Backend, UI

Generate Calendars Automatically field displays successfully. Field is set to Yes when new company is created as expected.

XOP-13508, XOP-13518

Onboarding Portal

Backend, UI

Values of data exclusions update and display accurately after changing values on company fields.

XOP-13520

Onboarding Portal

Backend, UI

Done button functions successfully in Edit service name modal.

XOP-13546

Onboarding Portal

Backend, UI

Duplications of ID field are disallowed when activating a custom manual payment service.

XOP-13558, XOP-13559

Onboarding Portal

Process, Backend, UI

Sites with active payment manual service update successfully without error message. Manual services can be deactivated successfully after being updated on Admin page.

XOP-13560

Onboarding Portal

Backend, UI

Refresh Menu button is unavailable as expected when user adds and activates custom or manual delivery service for site. Refresh Menu button is available as expected for already activated services.

XOP-13568

Onboarding Portal

Backend, UI

Decrypt for POS and XKM toggle is hidden as expected in Gift Provider when Encrypted toggle is On.

XOP-13575

Onboarding Portal

Process, Backend, UI

Manual service with number field saves changes successfully for users without Decrypted.Data.View permission.

XOP-13578

Onboarding Portal

Backend, UI

Custom loyalty services activate and save changes successfully.

2025-02-13 | 3.10 Cloud Portal

Refer to Change Tickets: CHANGE-11572, CHANGE-11575, and CHANGE-11576 when speaking with a Team Member about this release.

Component

Current Version

New Version

Audit Trail

3.10.8

3.10.10

Onboarding Portal

3.10.29

3.10.29-10

Permission Provisioning Tool (PPT)

3.10.9

3.10.10

New Features

XOP-12925

Onboarding Portal

Process, Backend, UI

Added support for fee mapping to Items or Fees in custom delivery service with the following actions::

  • Added new Data Mapping field in Type dropdown in Custom Service

  • When Data Mapping is selected, modal appears with following fields: Label (text), Source (dropdown), Entity Type (selector), Required (toggle), Help Text (text), Placeholder Text (text), Parameter Key (text)

  • Tooltip for Source reads Select the Source of Data

  • Tooltip for Entity Type reads Select one or several Entity Types

XOP-13236

Onboarding Portal

Process, Backend, UI

Enabled automatic generation of new calendars at the administrator level by adding new toggle setting Generate Calendars Automatically to Admin Options.

XOP-13275

Onboarding Portal

Process, Backend, UI

Enabled administrators to clock out individual employees by adding new TimeClock.ClockOut.Others permission at global and company levels.

XOP-13302

Onboarding Portal, PPT

Process, Backend, UI

Enabled administrators to manage employees returning early from breaks by adding new Break.End.Early.Others permission at global and company levels.

XOP-13399

Onboarding Portal

Process, Backend, UI

Enhanced administrative control of email addresses for internal users by adding new People.Internal.Item.Edit permission at global level.

XOP-13420

PPT

Process, Backend, UI

Enabled administrators to view employee time punches by adding new Employee.TimePunches.View permission at global and company levels.

XOP-13439

PPT

Process, Backend, UI

Enabled administrators to manage preferences for sending offling time punches to staff by adding new preferences.send-offline-timepunches.Manage permission at global and company levels.

Improvements

XOP-12602

PPT

UI

Validation Formats and Order Point subcategories display description accurately as expected.

XOP-13285

Onboarding Portal

Backend, UI

Deputy account emails synchronize successfully.

XOP-13437, XOP-13438

Onboarding Portal

Backend, UI

Generate Calendars Automatically field displays and performs successfully, and is set to Yes upon creation as expected.

XOP-13470, XOP-13473

Audit Trail

Backend

XOP-13471, XOP-13472

Audit Trail

UI

Enhanced consistency of Date field value display. Performed spelling corrections.

2025-02-03 | 3.10 Cloud Portal

Refer to Change Ticket: CHANGE-11138 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool (PPT)

3.10.8

3.10.9

New Features

XOP-13275

PPT

Process, Backend, UI

Enabled administrators to clock out individual employees by adding new TimeClock.ClockOut.Others at global and company levels.

XOP-13399

PPT

Process, Backend, UI

Enhanced administrative control of email addresses for internal users by adding new People.Internal.Item.Edit permission at global level.

2025-01-30 | 3.10 Log Reader

Refer to Change Ticket(s): CHANGE-11466, CHANGE-11467 when speaking with a Team Member about this release.

Component

Current Version

New Version

Log Reader API

3.10.8

3.10.11

Log Reader UI

3.10.5

3.10.9

Improvements

XOP-13234

API, UI

Backend, UI

Search filter updates perform successfully and accurately collect all applicable logs.

2025-01-23 | 3.10 Cloud Portal

Refer to Change Tickets: CHANGE-11137, and CHANGE-11446 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.28

3.10.29

Permission Provisioning Tool (PPT)

3.10.7

3.10.8

New Features

XOP-12783

Onboarding Portal, PPT

Process, Backend, UI

Enhanced Reporting functionality by adding the following new permissions at the global level for admin and XPRT-Admin roles:

  • Reporting.API.View to allow integrators to view Reporting data

  • Reporting.API.Manage to allow integrators to manage Reporting data

XOP-13080

Onboarding Portal, PPT

Process, Backend, UI

Allowed viewing and receiving decrypted data with services by adding new Decrypted.Data.View permission at the global level for admin and XPRT-Admin roles.

XOP-13287

Onboarding Portal, PPT

Process, Backend, UI

Enabled users to set pre-auth preferences for a company by adding new SuiteCatering.Orders.SetPreAuth permission at the global and company levels, under Orders subgroup of Suite Catering permissions. Admin roles have permission by default.

2025-01-13 | 3.10.28 Cloud Portal

Refer to Change Tickets: CHANGE-11355 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.26.2

3.10.28

API Updates

Endpoint

Summary

/me/sites

Returns successfully without error as expected. (XOP-12550)

/get-sites

Returns successfully when opening WEB-SRM subscription. (XOP-13021)

New Features

XOP-10561

Onboarding Portal

Process, Backend, UI

Enabled control of site/role assignments for Single Sign On users through the following actions:

  • Added new Sites attribute to Portal User attributes list

  • Added new User Groups attribute to Portal User attributes list, containing name of site(s) and/or names of site hierarchies/users

  • Updated User Profile mappings to pass on above attributes

  • Added new toggle settings to Identity Providers on Admin level as follows: Site Assignment via IDP; Role Assignment via IDP; User Group Assignment via IDP

  • Clarified protocol for IDP users on or off exclusion list

XOP-13133

Onboarding Portal, PPT

Process, Backend, UI

Added new Staff.ClearCache permission at global level to enable administrators to use clear cache endpoints to clear cache.

Improvements

XOP-10541

Onboarding Portal

UI

Notifications display accurately.

XOP-11181

Onboarding Portal

Backend, UI

Active toggle functions successfully when third-party subscription is inactive at the site level.

XOP-12176

Onboarding Portal

Process, Backend, UI

All sites display successfully for users with People.AllSitesAccess permission enabled.

XOP-12421, XOP-12998, XOP-13128, XOP-11487, XOP-11795

Onboarding Portal

Backend

XOP-12561, XOP-13102

Onboarding Portal

Backend, UI

No warning message displays when importing translations when translations have previously been imported.

XOP-12582

PPT

UI

Save and Duplicate options display as expected in Save dropdown in Roles.

XOP-12688

Onboarding Portal

Backend, UI

CreatingSiteName modal appears as expected when data copy remains incomplete.

XOP-12915

Onboarding Portal

Backend

Third-party service is disabled as expected at company level when required values are missing.

XOP-12920

Onboarding Portal

UI

Search field displays and performs successfully after clicking All button during third-party Sync Selected Sites function.

XOP-12941

Onboarding Portal

Backend, UI

Correct validation message displays when Run Initial Sync function is attempted after already being activated.

XOP-12944

Onboarding Portal

Backend, UI

Sites display accurately when adding User Group with site hierarchy to existing or new user.

XOP-12962

Onboarding Portal

Backend, UI

Data Stream Endpoints section appears as expected when companies are switched.

XOP-13012, XOP-13036

Onboarding Portal

Backend, UI

The following fields/entities in Data Stream Endpoints display accurately with relevant warning messages when applicable:

  • Order IDs field

  • Drawers field

  • Deposits field

XOP-13150

Onboarding Portal

UI

SSTs translate accurately.

XOP-13223

Onboarding Portal

Backend, UI

Previously saved company-level values are displayed in third party service as expected if service is enabled after being previously disabled for a site.

XOP-13240

Onboarding Portal

Backend, UI

Users without correct password are unable to change password. Correct warning message displays as expected.

XOP-13244

Onboarding Portal

Backend

Call volume performs within acceptable parameters.

XOP-13256

Onboarding Portal

UI

Add Role button displays successfully in Roles tab and Add User Groups button displays successfully in User Groups tab.

2025-01-09 | 3.10.28 Cloud Portal

Refer to Change Tickets: CHANGE-11136, CHANGE-11295 when speaking with a Team Member about this release.

Component

Current Version

New Version

Audit Trail

3.10.7

3.10.8

Permission Provisioning Tool (PPT)

3.10.6

3.10.7

New Features

XOP-13133

PPT

Process, Backend, UI

Added new Staff.ClearCache permission at global level to enable administrators to use clear cache endpoints to clear cache.

Improvements

CHANGE-11295

Audit Trail

Backend

XOP-12582

PPT

UI

Save and Duplicate options display as expected in Save dropdown in Roles.

2025-01-06 | 3.10 Log Reader

Refer to Change Ticket: CHANGE-11142 when speaking with a Team Member about this release.

Component

Current Version

New Version

Log Reader API

3.10.7

3.10.8

Improvements

XOP-13234

API

Backend

Log Reader search scope and functionality performs as expected. Filter updates and searches are accurately applied prior to relevant log readings.

2024-12-21 | 3.10 Cloud Portal

Refer to Change Ticket: CHANGE-11268 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.26

3.10.26-2

Improvements

XOP-13244

Onboarding Portal

Backend

Call volume processes normally with proper integrator tokens.

2024-12-16 | 3.10 Cloud Portal

Refer to Change Ticket(s): CHANGE-11220, CHANGE-11141 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.21

3.10.26

Audit Trail

3.10.2

3.10.7

New Features

XOP-13007

Onboarding Portal

Process, Backend, UI

Extended subscription and added support for enabling/disabling entities in third party subscription with the following actions:

  • Added Use site specific entity filters field to General tab

  • Added Orders, Drawers, Deposits, Punches tabs under General tab if Use site specific entity filters toggle is set to Yes.

  • Received values in update request overwrite existing records unless Use site specific entity filters is set to No.

Improvements

XOP-12051

Onboarding Portal

Process, Backend, UI

Third-party loyalty service provider validates successfully and Save button is enable.

XOP-12515

Onboarding Portal

Backend, UI

Clicking titles in Integrator page sends no request as expected.

XOP-12920

Onboarding Portal

Backend, UI

Search field displays accurately and Search function performs successfully when syncing selected sites in third-party service.

XOP-12969

Audit Trail

Backend, UI

Audit Trail record displays accurately after saving changes to stand worksheet.

XOP-13039

Audit Trail

Backend, UI

UPDATE record displays accurately in Audit Trail edit function.

XOP-13108

Onboarding Portal

Process, Backend, UI

Third-party service URL at site level updates concurrently with updates at company level.

XOP-13148

Onboarding Portal

UI

Sites belonging to companies display accurately when clicking All under Site ID.

XOP-13149

Onboarding Portal

UI

Subheader and Add User Groups text display accurately.

XOP-9272, XOP-11505, XOP-12407

Onboarding Portal

Backend

2024-12-12 | 3.10 Log Reader

Refer to Change Tickets: CHANGE-10953 and CHANGE-11143 when speaking with a Team Member about this release.

Component

Current Version

New Version

Log Reader API

3.10.4

3.10.7

Log Reader UI

3.8.40

3.10.5

Improvements

XOP-12675

API, UI

Backend

In-store logging functions successfully.

2024-12-05 | 3.10 Cloud Portal

Refer to Change Ticket(s): CHANGE-11036 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.20

3.10.21

Improvements

XOP-6995

Onboarding Portal

Backend, UI

Actions button is available with Remove option in All Brands as expected for users with Brands.Item.Manage permission.

XOP-7469

Onboarding Portal

Backend, UI

Required fields are pre-filled as expected and no validation message appears after adding service at site level.

XOP-10541

Onboarding Portal

UI

Notifications display accurately.

XOP-11000

Onboarding Portal

Backend, UI

Validation for required fields displays accurately when services are active.

XOP12512

Onboarding Portal

Backend, UI

Validation for required fields displays accurately wjen adding users in Identity Provider modal.

XOP-12556

Onboarding Portal

Backend, UI

Advanced Day Ordering confirmation modal is absent from display as expected when updating event name or description.

XOP-12604

Onboarding Portal

Backend, UI

Custom Services search bar functions successfully when space bar is present in service name.

XOP-12868

Onboarding Portal

Backend, UI

Last updated section in Custom Services updates to most current user when changes are saved.

XOP-12907

Onboarding Portal

UI

The following entities in third party service display accurately:

  • Closed and Gift Card Cash Out in Drawers section

  • Closed in Orders section

  • Toggle name in Orders section

  • Order and Voided Post-Payment in Order States section

XOP-12918

Onboarding Portal

Backend, UI

Correct validation process and message display when wrong Multi-Factor Authorization code is entered multiple times.

XOP-13031

Onboarding Portal

Process, Backend, UI

Proceed to Confirmation button is inactive as expected and user cannot attempt to onboard site already in progress of onboarding.

XOP-13069

Onboarding Portal

Backend

Site token expiration performs successfully.

XOP-9272, XOP-10117, XOP-11250, XOP-11657, XOP-12409, XOP-12418, XOP-13082

Onboarding Portal

Backend

2024-11-21 | 3.10 Cloud Portal

Refer to Change Ticket(s): CHANGE-11026 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.18

3.10.20

New Features

XOP-12095

Onboarding Portal

Backend, UI

Changed Send as email address to a support email with noreply@xenial.com address.

XOP-12682

Onboarding Portal

Process, Backend, UI

Added support for new third-party Point of Sale service at global and company levels and on single site flow.

2024-11-18 | 3.10 Cloud Portal

Refer to Change Ticket(s): CHANGE-11012, CHANGE-11027 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.7-4

3.10.18

Permission Provisioning Tool (PPT)

3.10.5

3.10.6

API Updates

Endpoint

Summary

/order-source/master

Request is successful when service includes Order Source field. (XOP-12172)

me/access-token

Request is successful and user in Admin role is recognized for companies with services and Order Source field (XOP-13006)

New Features

XOP-12128

Onboarding Portal

Process, Backend, UI

Enabled viewing of failed-messages details by adding new View Failed Messages (FailedMessages.View) permission for admin, XPRT-Admin and PS-Admin roles.

XOP-12778

Onboarding Portal

Process, Backend, UI

Enhanced access management of Inventory Purchase Summary Report by adding new Inventory Purchase Summary Report (Reporting.Inventory.Purchase.Summary) permission at company and global levels.

XOP-12793

Onboarding Portal

Backend, UI

Improved notification text for successful transactional data resend requests.

XOP-12893

Onboarding Portal

Process, Backend, UI

Improved reporting functionality by adding new Inventory Cost of Goods Sold Report (Reporting.Inventory.Cost.of.Goods.Sold) permission at company and global levels..

XOP-12894

Onboarding Portal

Backend, UI

Improved description and definition of Import/Export Inventory Items permissions.

Improvements

XOP-4389

Onboarding Portal

Backend

New generator key is successfully created.

XOP-5073

Onboarding Portal

Backend

Sections can be successfully reordered in custom fields builder.

XOP-7271

Onboarding Portal

UI

Refresh delivery service menu modal displays accurately.

XOP-7286

Onboarding Portal

UI

Validation messaging displays accurately when opening inventory partner configuration modal with Active toggle set to On.

XOP-7622

Onboarding Portal

UI

Loyalty 1 service is deactivated message displays successfully when custom service is deactivated.

XOP-7678, XOP-8209

Onboarding Portal

UI

Data Stream Endpoints grid and transactional data display accurately.

XOP-7694

Onboarding Portal

Process, Backend, UI

Brands can be added successfully to delivery service.

XOP-7728

Onboarding Portal

UI

New Site ID field is empty and editable as expected when copying site.

XOP-8119

Onboarding Portal

Backend, UI

Please save service and site configuration before running initial configuration sync error popup displays accurately when running initial sync.

XOP-8846

Onboarding Portal

Backend, UI

Progress bar for Copy Data command displays accurately.

XOP-9954

Onboarding Portal

UI

Duplicate language displays are disallowed as expected.

XOP-10094

Onboarding Portal

UI

Latin characters copy successfully in Copy Data From Another Site modal.

XOP-10979

Onboarding Portal

UI

Enter Unique Store ID validation message displays accurately.

XOP-10987

Onboarding Portal

UI

Loading indicator displays successfully when /get-sites request is pending.

XOP-11020

Onboarding Portal

UI

Business rule applied text displays accurately in Keys.

XOP-11039

Onboarding Portal

Backend, UI

Sites filter successfully after adding columns to list.

XOP-11186

Onboarding Portal

UI

Help text for Deposit Statuses field in Resend Data modal displays accurately.

XOP-11385

Onboarding Portal

UI

You can select no more than 10000 sites for this operation warning message is absent as expected if company doesn't have that number of sites available.

XOP-11450

Onboarding Portal

UI

Email address successfully excluded from list after user is deleted from identity provider.

XOP-11931

Onboarding Portal

Backend, UI

Field required message in payment provider service displays accurately at site level in bulk mode.

XOP-11938

Onboarding Portal

UI

Confirmation message is absent as expected when custom service is successfully deleted after being turned Off.

XOP-11939

Onboarding Portal

UI

In Use toggle is set to Off as expected when company has no sites.

XOP-11951

Onboarding Portal

UI

Selected sites remain selected as expected when Sites search field is cleared.

XOP-11975

Onboarding Portal

UI

Globe icon area in XKS service displays accurately.

XOP-12089

Onboarding Portal

Backend, UI

Status displays accurately in Onboarded Site Status modal after remapping.

XOP-12269

Onboarding Portal

Backend, UI

Company Settings can be opened without error message as expected.

XOP-12270

Onboarding Portal

UI

Service is activated message displays accurately when activating/deactivating delivery partner service.

XOP-12335

Onboarding Portal

UI

Tooltip for Integrator Company ID displays successfully when point of sale partner service is enabled.

XOP-12368

Onboarding Portal

UI

Session expired message displays successfully in delivery partner service.

XOP-12425

Onboarding Portal

UI

Token Expiration Time validation message displays accurately.

XOP-12432

Onboarding Portal

Backend, UI

User can log out successfully without invalid token error message.

XOP-12434

Onboarding Portal

Process, Backend, UI

User is successfully directed to delivery partner stores list after resetting password as expected.

XOP-12458

Onboarding Portal

UI

Correct alert message displays when attempting to remove banking service from site.

XOP-12485, XOP-12497

Onboarding Portal

UI

Scrolling functionality performs as expected in Custom Service page. Toggle custom field displays accurately.

XOP-12490

Onboarding Portal

UI

Admin Options tab and fields display accurately when adding company.

XOP-12493

Onboarding Portal

UI

Calendar dropdown displays successfully in Resend Data popup.

XOP-12535

Onboarding Portal

Process, Backend, UI

Permissions can be successfully deactivated from a role.

XOP-12562

Onboarding Portal

Process, Backend, UI

Only one company can load at a time when selected.

XOP-12574

Onboarding Portal

Process, Backend, UI

Order sources in loyalty service display accurately in Selected Order Sources grid.

XOP-12582

Onboarding Portal

UI

Save and Duplicate option displays successfully in Save dropdown in Roles.

XOP-12595

Onboarding Portal

UI

Duplicated alias error message displays accurately.

XOP-12597

Onboarding Portal

Backend, UI

Data request to add states to States column is successful.

XOP-12603

Onboarding Portal

Backend, UI

Entitlement subcategory translates accurately in Roles.

XOP-12610

Onboarding Portal

UI

Delete Events modal title and message in Events page display accurately.

XOP-12640

Onboarding Portal

Backend, UI

Order Source type can be successfully updated for existing custom service.

XOP-12645

Onboarding Portal

Backend, UI

Create Roles button and View Recent Imports option display accurately for users without Roles.Item.View permission.

XOP-12646

Onboarding Portal

Backend, UI

Recent exported files correctly sort in reverse order by time of creation.

XOP-12651

Onboarding Portal

UI

Warning messaging displays accurately when importing translations.

XOP-12677

Onboarding Portal

Process, Backend, UI

Sites can be successfully assigned to new user from Sites section.

XOP-12731

Onboarding Portal

Process, Backend, UI

Site can be created and successfully saved when POS API service is added but not yet activated.

XOP-12760

Onboarding Portal

Process, Backend, UI

New companies can be successfully created with identity provider as expected.

XOP-12793

Onboarding Portal

Backend, UI

Merchant ID value updates accurately.

XOP-12815

Onboarding Portal

Process, Backend, UI

Delivery partner stores are unlocked for selection after re-onboarding as expected.

XOP-12816

Onboarding Portal

Process, Backend, UI

Delivery partner service can be activated and saved successfully as expected.

XOP-12818

Onboarding Portal

UI

Tooltip displays accurately for selected onboarded sites with delivery partner service.

XOP-12819, XOP-12820

Onboarding Portal

Process, Backend, UI

Proceed to Confirmation button is enabled in delivery service as expected. Store is unavailable for selection while status is in progress. Onboarded store cannot be selected for re-onboarding.

XOP-12824

Onboarding Portal

Backend, UI

Remapping between stores performs as expected in delivery partner service.

XOP-12851

Onboarding Portal

UI

Role Overrides grid in Roles populates accurately.

XOP-12865

Onboarding Portal

Backend, UI

Continue button functions successfully in onboarding site mapping for delivery partner service.

XOP-12935

Onboarding Portal

Backend

User list displays accurately.

XOP-12939

Onboarding Portal

Backend

Request to enable third party service uses correct configuration.

XOP-13003

Onboarding Portal

UI

Product names translate accurately for all users as expected.

XOP-13010

PPT

Backend, UI

New role saves successfully with Packages permission enabled.

XOP-13019

Onboarding Portal

UI

Values in Event Type dropdown display accurately as expected.

XOP-7695, XOP-12115, XOP-12417, XOP-12684, XOP-12759, XOP-12796

Onboarding Portal

Backend

2024-11-11 | 3.10 Cloud Portal

Refer to Change Ticket(s): CHANGE-10951, CHANGE-10952 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool (PPT)

3.10.4

3.10.5

Audit Trail

3.9.20

3.10.2

New Features

XOP-12893

PPT

Process, Backend, UI

Improved reporting functionality by adding new Inventory Cost of Goods Sold Report (Reporting.Inventory.Cost.of.Goods.Sold) permission at company and global levels.

Improvements

XOP-12959

Audit Trail

Backend

2024-11-07 | 3.10 Cloud Portal

Refer to Change Ticket(s): CHANGE-10975 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.7

3.10.7-4

Improvements

XOP-12935

Onboarding Portal

Backend

Regularly scheduled user audit returns accurate results.

2024-11-04 | 3.10 Log Reader

Refer to Change Ticket(s): CHANGE-10906 when speaking with a Team Member about this release.

Component

Current Version

New Version

Log Reader API

3.8.54

3.10.4

Improvements

XOP-10086, XOP-12740

Log Reader

Backend

2024-10-31 | 3.10 Cloud Portal

Refer to Change Ticket(s): CHANGE-10849 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.2

3.10.7

New Features

XOP-12718

Onboarding Portal, PPT

Process, Backend, UI

Enhanced access control to Transfer Pick Sheet Report by adding new Reporting.Transfer.Pick.Sheet permission at company and global levels.

XOP-12274

Onboarding Portal

Process, Backend, UI

Extended subscription and added support for enabling/disabling entities in third party subscription with the following actions:

  • At company level, third party service will display in list of services if service is enabled globally for company

  • Configuration at company level will consist of following tab names: General, Orders, Drawers, Deposits, Punches

  • Company's subscriptions array is updated when third party service subscription array is enabled for company with valid configuration

  • If third party service is disabled at company level, the company's subscriptions are updated and subscription is removed from subscription list

  • If third party service subscription is enabled, the following additional fields will be stored in service subscription: orders_enabled, order_states, order_types, drawers_enabled, drawer_event_types, deposits_enabled, deposit_statuses, punches_enabled, punch_statuses

Improvements

XOP-12855

Onboarding Portal

Backend, UI

SST support is present in permissions in Inventory Items Edit Utility category.

XOP-12891

Onboarding Portal

Backend

Third party service subscription is enabled and valid when activated at company level.

XOP-12903

Onboarding Portal

Process, Backend, UI

Inventory partner service remains deactivated as expected when service is previously deactivated in Company settings.

XOP-12904

Onboarding Portal

Process, Backend, UI

Inventory partner service can be added and saved successfully at site level without deactivation warning message.

XOP-12905

Onboarding Portal

Process, Backend, UI

Inventory partner service can be removed successfully at site level regardless of active status for site.

XOP-12927

Onboarding Portal

Backend

Updated inventory partner service configuration data is utilized as expected.

XOP-12950

Onboarding Portal

Backend

Inventory partner service settings can be updated at company level as expected.

2024-10-24 | 3.10 Cloud Portal

Refer to Change Ticket(s): CHANGE-10850 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool (PPT)

3.10.3

3.10.4

New Features

XOP-12718

PPT

Process, Backend, UI

Enhanced access control to Transfer Pick Sheet Report by adding new Reporting.Transfer.Pick.Sheet permission at company and global levels.

XOP-12892

PPT

Process, Backend, UI

Enhanced usability by disabling Reporting.Credit.Card.Expiration permission for company roles.

2024-10-21 | 3.10 Cloud Portal

Refer to Change Ticket(s): CHANGE-10770, CHANGE-10781 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.46

3.10.2

Permission Provisioning Tool (PPT)

3.9.24

3.10.2

API Updates

Endpoint

Summary

POST/token

Enabled configuration of token expiration times by updating to accept additional parameter token_expire_in (XOP-12524)

POST

jira_ticket and token_expires fields are required in request as expected (XOP-12426, XOP-12429)

New Features

XOP-11983

Onboarding Portal

Process, Backend, UI

Added support for adding Users to User Groups via User create/edit form with the following actions:

  • Added User Groups tab to User create/edit form

  • User Groups section to include Add User Groups button with columns User Group, Description, and Sites

  • Add User Groups modal with tooltip functionality displays when Add User Groups button is clicked, displaying search functionality, list of User Groups, and list of descriptions of User Groups

  • When user clicks on number of Sites in User Group list, user is redirected to Sites/Hierarchies tab in User Group create/edit form

XOP-12668

Onboarding Portal

Backend, UI

Enabled configuration of Port Number for in-store Point of Sale service with the following actions:

  • Added new Port Number setting with tooltip functionality beneath Active toggle in General tab

  • Port Number setting is only required for site when Active toggle is set to True for site

  • Port Number setting is empty by default with maximum value of 65535

XOP-12719

Onboarding Portal

Process, Backend, UI

Enabled import/export of inventory items with the following permissions/actions:

  • Added new Inventory Items Edit Utility permission category enabling access to Inventory Items configuration utility

  • Place current Inventory Items permission into Inventory Items Edit Utility category

  • Added new Export Inventory Items permission in Inventory Items Edit Utility category at company and global levels, with following expanded permission functionalities: export-inventory-item.View and export-inventory-item.Manage

  • Added new Import Inventory Items permission in Inventory Items Edit Utility category at company and global levels, with following expanded permission functionalities: import-inventory-item.View and import-inventory-item.Manage

XOP-12128

PPT

Process, Backend, UI

Enabled viewing of Failed Messages by adding new FailedMessages.View permission.

XOP-12766

Onboarding Portal, PPT

Process, Backend, UI

Allowed creating, editing, and deleting customer service with Service Builder by adding new Admin.Subscriptions.Items.Manager permission at global level only, for admin and XPRT-Admin roles.

XOP-12832

Onboarding Portal

Backend

Implemented new configuration for gatekeeper_header environment variable.

Improvements

XOP-7744

Onboarding Portal

Backend, UI

Messaging regarding further configuration of services appears as expected after service is saved after being made active or inactive.

XOP-8273

Onboarding Portal

Backend, UI

Edit form of deleted events can be viewed successfully.

XOP-8314

Onboarding Portal

Backend, UI

Warning modal displays successfully when user attempts to remove service with configured peripheral.

XOP-8696

Onboarding Portal

Backend, UI

Online stores are recognized as expected.

XOP-9475

Onboarding Portal

UI

Warning message An event with this name already exists displays as expected when user attempts to create event with same name as previously created event.

XOP-9768

Onboarding Portal

UI

Done button is disabled as expected and warning message displays as expected when user enters more than 128 characters in Password field for loyalty service.

XOP-10045

Onboarding Portal

Backend, UI

Contact grid loads and displays successfully during Create Site process.

XOP-10051

Onboarding Portal

UI

Hierarchy Name displays accurately after user makes changes in hierarchy.

XOP-10190

Onboarding Portal

Process, Backend, UI

Site displays accurately on grid when Hierarchy is added containing that site.

XOP-10864

Onboarding Portal

Process, Backend, UI

Expired invitation links display accurately and new invitation letter successfully inactivates link from expired invitation.

XOP-10972

Onboarding Portal

UI

Loyalty service activate/deactivate messaging displays accurately.

XOP-10982

Onboarding Portal

UI

Validation message User Group is already in the company displays accurately.

XOP-10988

Onboarding Portal

UI

User with special characters in username returns correctly following request.

XOP-11011

Onboarding Portal

UI

URL is not valid message displays accurately.

XOP-11038

Onboarding Portal

UI

Event form closes and new event displays on Events grid as expected after new event is saved.

XOP-11338

Onboarding Portal

Backend, UI

Updated information after editing loyalty service includes username as expected.

XOP-11372

Onboarding Portal

UI

Guide link in Languages section functions successfully.

XOP-11490

Onboarding Portal

UI

Showing (x) sites displays accurately when Hierarchy Levels are opened.

XOP-11507

Onboarding Portal

Backend, UI

User can change companies successfully without validation message displaying.

XOP-12094

Onboarding Portal

Process, Backend, UI

User can successfully create a new Role with same name as deleted Role.

XOP-12245

Onboarding Porta

Process, Backend, UI

User can successfully save form when assigning sites.

XOP-12325

Onboarding Portal

Backend, UI

User can successfully delete custom view with same name as one that was deleted previously.

XOP-12367

Onboarding Portal

Backend, UI

Sites without assigned values display successfully after Cancel function is used after editing integrator for data feed.

XOP-12397

Onboarding Portal

Process, Backend, UI

Disable All permissions command performs successfully when editing integrator.

XOP-12435

Onboarding Portal

Process, Backend, UI

Tags are removed successfully from sites without error message as expected.

XOP-12445

Onboarding Portal

Process, Backend, UI

User is disallowed from removing/deactivating Point of Sale payment processing service when peripheral has been configured for site.

XOP-12450

Onboarding Portal

UI

Confirmation modal displays successfully when user selects non-default Preferred Language.

XOP-12514

Onboarding Portal

Backend, UI

Invite Pending message displays successfully after adding user with expired invitation to User Exclusion List.

XOP-12521

Onboarding Portal

UI

SuiteCatering.Orders.LockOverride permission is hidden as expected when roles are compared in Actions dropdown.

XOP-12527

Onboarding Portal

Backend, UI

Users are redirected to login page as expected when login error occurs.

XOP-12587

Onboarding Portal

UI

Custom toggle fields display accurately after updating settings in delivery partner service.

XOP-12615

Onboarding Portal

Backend, UI

Delivery partner service can be successfully disabled as expected by turning Active toggle Off and saving changes.

XOP-12699

Onboarding Portal

Backend, UI

Advanced Day Ordering is not editable when event status is Open.

XOP-12848

Onboarding Portal

Process, Backend, UI

New user can register successfully.

XOP-12859

Onboarding Portal

Process, Backend, UI

User can successfully modify existing event.

XOP-12863

Onboarding Portal

Backend, UI

Custom services display successfully in MOMS mode.

XOP-8259

Onboarding Portal

UI

Made the following UI enhancements to loyalty service configuration modal:

  • Store ID field in displays accurately

  • Eye icon for Password field displays accurately

  • Required fields are highlighted

XOP-8899

Onboarding Portal

UI

The following items regarding export/import functionality display accurately and function successfully:

  • Entity names in Export Translation TSV modal

  • File names in file removal confirmation popup

  • Last Download column in Translation File Export

  • Search functionality in Translation File Export grid

2024-10-10 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10678, CHANGE-10689 when speaking with a Team Member about this release.

Component

Current Version

New Version

Audit Trail

3.9.19

3.9.20

Improvements

XOP-10043

Audit Trail

Backend

2024-10-07 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10606, CHANGE-10677 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.40-11

3.9.46

Permission Provisioning Tool (PPT)

3.9.23

3.9.24

New Features

XOP-12108

Onboarding Portal

Process, Backend, UI

Added support for user with expired registration to resend registration email with the following actions:

  • Registration Link Expired page includes Send New Registration Link button

  • Title changes to Registration Link Successfully Sent when operation is complete

  • Registration Link Refresh Limit Exceeded message displays when expired link is clicked again

XOP-12169

Onboarding Portal

Process, Backend, UI

Added support enabling user to re-onboard previously onboarded stores, including delivery partner, with following actions:

  • Delivery partner store with onboarding In Progress or Failed is locked for selection and validation message displays

  • Failed delivery partner onboarding requires new token to proceed with new attempt

  • If onboarding _id does not exist, delivery partner store displays prior onboarding status. Hitting Cancel or creating mapping with no onboarding initiation results in Not Applicable status

  • If onboarding _id does exist for Failed onboarding, no delivery partner stores can be selected while fetching list, and validation message displays

  • If delivery partner store is selected while another store is being onboarded In Progress, only store that is mapped can be selected, and validation message displays

  • When Abandoned status is received during onboarding/re-onboarding and new onboarding_id was created, site has status Not Applicable and is unavailable for onboarding or re-onboarding to delivery partner store

XOP-12344

Onboarding Portal

Process, Backend, UI

Added support for a Gatekeeper integrator kill switch at Point of Sale.

XOP-12427

Onboarding Portal

Process, Backend, UI

Created new Create Custom Parcel (Custom.Parcel.Create) permission at company and global levels to enable creation of customer parcel during a shipping order.

XOP-12455

Onboarding Portal

Process, Backend, UI

Renamed Staff.ExtendedShiftData.View permission to Staff.ExternalShiftData and changed permission description to Allows managing information regarding employee shift details with additional configuration information for external systems.

XOP-12513

Onboarding Portal

Process, Backend, UI

Created new Add Employee Schedules (Schedules.Add) permission at company and site levels enable creating employee schedules.

XOP-12518

Onboarding Portal

Backend, UI

Enhanced support for Event Day Ordering with addition of new fields EDO Start Text and EDO Cutoff Text.

XOP-12554

Onboarding Portal

Process, Backend, UI

Created new Parcel group in Settings with the following new permissions at company and global levels:

  • View (parcel.View)

  • Add (parcel.Add)

  • Edit (parcel.Manage)

  • Delete (parcel.Delete)

XOP-12596

Onboarding Portal

Backend, UI

Improved consistency of nomenclature of Transfer Group Template permissions.

XOP-12629

Onboarding Portal

Process, Backend, UI

𳾴DZcart.View permission and updated the following permissions at company and global levels:

  • View Active Packages (active-cart.View)

  • View Deployed Packages (deployed-cart.View)

  • Add Packages (cart.Add)

  • Manage Packages (cart.Manage)

  • Delete Packages (cart.Delete)

  • Deploy Packages (deploy-cart.Manage)

XOP-12719

PPT

Process, Backend, UI

Added support for import/export of inventory items with the following actions:

  • Add new permission category Inventory Items Edit Utility enabled for Company Administrator by default

  • Place current Inventory Items permission into Inventory Item Edit Utility

  • Add new Export Inventory Items and Import Inventory Items permissions at company and global levels, enabled for Company Administrator by default

  • Expansion of Export Inventory Items permission shows export-inventory-item.View and export-inventory-item.Manage permissions

  • Expansion of Import Inventory Items permission shows import-inventory-item.View and import-inventory-item.Manage permissions

XOP-12681

Onboarding Portal

Backend, UI

Enhanced multi-factor authorization for SuiteSpot by adding support to make queries to specific namespaces.

XOP-12728

Onboarding Portal

Backend, UI

Improved management of shipping refunds with addition of new Refund Shipping Charge(Shipping.Charge.Refund) permission at the company and global levels.

Improvements

XOP-7965

Onboarding Portal

UI

Description of Receipt Template permission group displays accurately.

XOP-7995

Onboarding Portal

Process, Backend, UI

Only Site Updated message displays as expected when inactive delivery partner service is saved to site.

XOP-9244

Onboarding Portal

Backend, UI

Number of terminals assigned to site saves and updates successfully when some terminals are deleted.

XOP-9928

Onboarding Portal

Backed, UI

All groups in selected Pricing Regions hierarchy expand and display successfully.

XOP-11764

Onboarding Portal

Backend, UI

Correct versions are displayed of installed Points of Sale.

XOP-12047

Onboarding Portal

UI

Menu displays accurately in Menu Layout section of Ordering Settings.

XOP-12334

Onboarding Portal

Backend, UI

Terminal list data refreshes successfully.

XOP-12358

Onboarding Portal

Backend, UI

Role overrides save and display successfully.

XOP-12368

Onboarding Portal

Backend, UI

Error message displays successfully when user stays in delivery partner edit modal past its active session.

XOP-12424

Onboarding Portal

Backend, UI

Validation message displays successfully and Generate button is disabled as expected when required value is removed from minute field when attempting to generate a key.

XOP-12451

Onboarding Portal

Backend, UI

Company names display accurately after user selects different language.

XOP-12537

Onboarding Portal

Backend, UI

Company settings and Site settings save successfully without error messages in Point of Sale partner service.

XOP-12559

Onboarding Portal

Backend

Inactive user data is retained in audit trail while displaying user as inactive.

XOP-12600

Onboarding Portal

Backend

Validation Formats subcategory name supports SST as expected.

XOP-12616

Onboarding Portal

Process, Backend, UI

All expected options are available in Actions dropdown for Events.

XOP-12630

Onboarding Portal

Backend, UI

Event Selector in stand worksheet displays correct sorting order.

XOP-12639

Onboarding Portal

Backend

Data Stream configurations can be accessed through normal navigational means as expected.

XOP-12649

Onboarding Portal

Backend, UI

Change History subgroup displays accurate description.

XOP-12671

Onboarding Portal

Backend

API returns only the specified i18n translation information specified by the caller for company roles.

XOP-12726

Onboarding Portal

Backend

Parameter onboarding_initiated_at is added to each document within site_service_onboarding collection in support of timeout function as expected.

XOP-7267, XOP-11034, XOP-11894, XOP-12286, XOP-12509

Onboarding Portal

Backend

2024-09-30 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10605, CHANGE-10616 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.40-10

3.9.40-11

Audit Trail

3.9.18

3.9.19

Improvements

XOP-12744

Onboarding Portal

Backend, UI

Data loads successfully for audit when search is adjusted to permission set.

XOP-12762

Audit Trail

Backend

Improved performance by resetting batch.byteSize when memory limit is reached.

XOP-10084, XOP-12286

Onboarding Portal, Audit Trail

Backend

2024-09-26 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10617 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool (PPT)

3.9.22

3.9.23

New Features

XOP-12728

PPT

Process, Backend, UI

Improved management of shipping refunds with addition of new Refund Shipping Charge (Shipping.Charge.Refund) permission at the company and global levels.

Improvements

XOP-12047

PPT

UI

Menu displays accurately in Menu Layout section of Ordering Settings.

2024-09-19 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10494, CHANGE-10554, CHANGE-10563 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.40-2

3.9.40-10

Permission Provisioning Tool (PPT)

3.9.17

3.9.22

Audit Trail

3.9.16

3.9.18

New Features

XOP-12090

Onboarding Portal

Process, Backend, UI

Improved onboarding experience with the following enhancements:

  • Expanded functionality of Refresh Status button to include time parameters for display within sessions; popup messages for site selection with Onboarded status

  • Updated tile of delivery partner service edit form

  • Added new onboarding_initiated_at parameter to documents in site_service_onboarding collection to support timeout mechanism

  • Created new <stack name>-xprt-store-onboarding topic

XOP-12209

Onboarding Portal

Process, Backend, UI

Enhanced information message to include entities and quantities connected to six predefined roles: Discount Definition, External Application, Fee Definition, Workflow, Menu, Pay Type

XOP-12427

PPT

Process, Backend, UI

Created new Create Custom Parcel (Custom.Parcel.Create) permission at company and global levels to enable creation of customer parcel during a shipping order.

XOP-12448

PPT

Process, Backend, UI

Created new tag-related-entities.View permission at global level to enable users to manage access to entities related to Tags.

XOP-12455

PPT

Process, Backend, UI

Renamed Staff.ExtendedShiftData.View to Staff.ExternalShiftData and change permission description to Allows managing information regarding employee shift details with additional configuration information for external systems.

XOP-12513

PPT

Process, Backend, UI

Created new Add Employee Schedules (Schedules.Add) permission at company and site levels enable creating employee schedules.

XOP-12517

PPT

Process, Backend, UI

Turned on allergen.View permission for all roles where at least one is set to On from the following: company and global levels:

  • product.View

  • products.View

  • standard-product.View

  • retail-item.View

  • modifier.View

XOP-12554

PPT

Process, Backend, UI

Created new Parcel group in Settings with the following new permissions at company and global levels:

  • View (parcel.View)

  • Add (parcel.Add)

  • Edit (parcel.Manage)

  • Delete (parcel.Delete)

XOP-12629

PPT

Process, Backend, UI

Removed cart.View permission and updated the following permissions at company and global levels:

  • View Active Packages (active-cart.View)

  • View Deployed Packages (deployed-cart.View)

  • Add Packages (cart.Add)

  • Manage Packages (cart.Manage)

  • Delete Packages (cart.Delete)

  • Deploy Packages (deploy-cart.Manage)

XOP-12596

PPT

Backend, UI

Improved consistency of nomenclature of Transfer Group Template permissions.

Improvements

XOP-7733

Onboarding Portal

Backend, UI

Messaging basic User displays successfully in request for company roles with no CRM in role name.

XOP-12519

Onboarding Portal

Backend

portal.event.delete message is consumed and deleted events are visible in logs as expected.

XOP-12715

Onboarding Portal

Backend

portal-api log groups display accurately.

XOP-6238

PPT

UI

Permission description for Functions.Terminal.Change displays accurately.

XOP-7733

PPT

UI

Messaging basic User message displays accurately after request for seeded roles.

XOP-7965

PPT

UI

Description of Receipt Template permission group displays accurately.

XOP-12649

PPT

UI

Change History description displays accurately.

XOP-12725

Audit Trail

Backend, UI

Updated fields save and display successfully in full Audit Trail document.

XOP-10084, XOP-11034, XOP-12509, XOP-12674

Onboarding Portal, PPT, Audit Trail

Backend

2024-09-05 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10435, CHANGE-10453 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.40-1

3.9.40-2

Audit Trail

3.9.15

3.9.16

Improvements

XOP-12690

Onboarding Portal

Process, Backend, UI

Messaging is enabled with display of New Messaging UI enabled validation.

XOP-12688

Onboarding Portal

Backend, UI

CreatingSiteName modal remains visible while data copy function is ongoing and/or incomplete.

XOP-12689

Onboarding Portal

Backend, UI

Reverted site is absent from display as expected after automatic UI refresh following successful Revert Copy command.

XOP-12628

Audit Trail

Backend, UI

Updated information is recorded successfully in all modules as expected.

XOP-7267, XOP-12632

Onboarding Portal, Audit Trail

Backend

2024-08-30 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10423, CHANGE-10431 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.36

3.9.40-1

Permission Provisioning Tool

3.9.14

3.9.17

New Features

XOP-12240

Onboarding Portal, PPT

Process, Backend, UI

Enhanced export role flow by adding new Export Role subgroup with new Export.Roles.Manage and Export.Roles.View permissions at the company administrator, admin, XPRT-Admin and PS_Admin levels.

XOP-5189

Onboarding Portal, PPT

Process, Backend, UI

Enhanced management of Change History capability by adding new subgroup Change History with new permission View Change History (ChangeHistory.View) at company and global levels.

XOP-12517

PPT

Process, Backend, UI

Enabled users to add allergen information for each product with new allergen.View permission.

XOP-5196

Onboarding Portal

Process, Backend, UI

Enhanced Data Management by creating new Packages group with description Allows user to manage packages, with the following new permissions at company and global levels:

  • View Packages (cart.View)

  • View Active Packages (active-carts.View)

  • View Deployed Packages (deployed-carts.View)

  • View System Packages (system-carts.View)

  • Add Packages (cart.Add)

  • Manage Packages (cart.Manage)

  • Delete Packages (cart.Delete)

  • Deploy Packages (deploy-cart.Manage)

XOP-12336

Onboarding Portal

Process, Backend, UI

Removed restriction for user to manage permissions for new roles.

XOP-12258

Onboarding Portal

Process, Backend, UI

Enhanced Roles page permissions behavior with the following clarifications:

  • For Yes permission state: Configured Roles.Item.View permission to allow viewing list of permissions within Edit Role form. For No permission state: Configured permission so that Edit option and Action button are hidden, Edit Role form is disabled, and API returns no permissions.

  • For Yes permission state: Configured Export.Roles.Manage permission to allow view and export of Export options to .csv file and removal of exported .csv files from Recent Exports modal. For No permission state: Hide Export options and Remove option, disable export roles to .csv. and API returns permission error

  • For Yes permission state: Configured Export.Roles.View permission to make View Recent Exports option visible and downloadable. For No permission state: Hide View Recent Exports option and disable download capability

  • For Yes permission state: configured Roles.Item.Edit permission to allow import, view, download, and removal of .csv files. For No permission state: Hide Import and Remove options in Recent Imports modal, and API returns permission error for attempts to import or remove files

XOP-11893

Onboarding Portal

Process, Backend, UI

Enhanced Roles page export flow with the following actions:

  • Replaced Create Role button with Create Role dropdown

  • Configure Export option to trigger from 3-dots menu for one Role and action button for more than one Role

  • Enabled automatic generation and notification of PortalRoles .csv file on application of Export option, with columns titled Application Name, Application Code, Permission Name, and Role Name

  • Configured cells at intersection of Permission and Role to display state of permission

  • Configured Recent Exports modal to open when user clicks on View Recent Export option

XOP-12221

Onboarding Portal

Process, Backend, UI

Enhanced import flow with following functionalities:

  • Trigger Import Role option from Create Role dropdown

  • Prompt user to select .csv file when they select Import Role option

  • Valid file structures are: Application Name, Permission, Name, Role Name; they prompt confirmation pop-up

  • Invalid file structures prompt warning pop-up

  • Successful import prompts notification Roles import is complete and ready to be applied with link to Recent Imports modal

  • Recent Imports modal contains import list from previous 90 days, with enhanced information about imported files

  • Selecting Info option prompts Import Information modal

  • File deletion prompts confirmation message

XOP-12411

Onboarding Portal

Backend, UI

Enhanced display and consistency of user-defined string translation for Role and Site name fields.

XOP-12251

Onboarding Portal

Backend

Enhanced configuration by adding relevance_key value to resend request payload.

Improvements

XOP-12594

Onboarding Portal

Process, Backend, UI

Inventory partner service is disabled as expected when new company creation is incomplete/invalid.

XOP-11189

Onboarding Portal

Process, Backend, UI

Active services display as active when site is reloaded after saving changes to services.

XOP-11872

Onboarding Portal

Process, Backend, UI

Require further configuration validation message is absent as expected for active services after refreshing Services page.

XOP-11875

Onboarding Portal

Backend, UI

Error message displays with highlighted fields when WEB-SRM service has invalid certification.

XOP-12605

Onboarding Portal

UI

All files with common prefix display in search function as expected.

2024-08-26 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10388 when speaking with a Team Member about this release.

Component

Current Version

New Version

Audit Trail

3.9.14

3.9.15

New Features

XOP-12473

Audit Trail

Process, Backend, UI

Enhanced Audit Trail with the following actions:

  • Added transaction_id field to stand worksheet and stand worksheet item collections

  • Show quantity changes in each stand worksheet on a per item basis and listing who/when changes were made

  • Show date/time when Start or End counts are received from Point of Sale

  • Show who was logged and which Point of Sale device submission originated from

  • Removed IGNORED_UPDATED_BY variable and related logic from repositories

  • Implemented change monitoring in stand-work-sheet collection and stand-work-sheet-item collection

  • Added index functionality to inventory-item-venue collection and inventory-item-venue-mapping collection

  • Created new environment variable for getXVIWatchPipeline function

Improvements

XOP-12553

Audit Trail

Backend, UI

Operator column displays accurate account user name when user creates sales order at Point of Sale and completes Waste order of same product.

XOP-12561

Audit Trail

Backend

Improved batch saving performance by increasing --max_old_space_size and adding memory cap to batch processing.

2024-08-19 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10203, CHANGE-10269 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.35-7

3.9.36

Permission Provisioning Tool (PPT)

3.9.13

3.9.15

New Features

XOP-11509, XOP-11791

Onboarding Portal

Process, Backend, UI

Added support for manual synchronization of data from inventory partner through the Sync Yellow Dog Data modal window. Prohibited user from initiating more than one manual sync operation per site.

XOP-10892

Onboarding Portal

Process, Backend, UI

Added support to enable new data integration services at the site level, with site-level prevention of the activation more than one data integration service at a time.

XOP-12523

Onboarding Portal

Process, Backend, UI

Enhanced access control of Physical Sales Accounting Report with the addition of new Physical Sales Accounting Report permission (Reporting.Physical.Sales.Accounting) at company and global levels.

XOP-12557

Onboarding Portal

Process, Backend, UI

Enabled access control of Transfer Template List with the addition of the following new permissions at company and global levels:

  • Transfer Group Template

  • View (VenuesInventory.TransferGroupTemplate.View)

  • Add (VenuesInventory.TransferGroupTemplate.Add)

  • Edit (VenuesInventory.TransferGroupTemplate.Manage)

  • Manage (VenuesInventory.TransferGroupTemplate.Manage)

  • Delete (VenuesInventory.TransferGroupTemplate.Delete)

XOP-12482

Onboarding Portal, PPT

Process, Backend, UI

Enhanced configuration of validation rules and formats with the following new permissions in the Data Management group, with separate Validation Formats subcategory in Settings:

  • Add Validation Format (validation-format.Add)

  • Delete Validation Format (validation-format.Delete)

  • Manage Validation Format (validation-format.Manage)

  • View Validation Format (validation-format.View)

XOP-12043

Onboarding Portal, PPT

Process, Backend, UI

Enhanced ability to sell/void and activate/deactivate Entitlements with the following new permissions in the POS global group, with separate Entitlement subcategory in Ordering:

  • Activate Entitlement (Order.Entitlement.Activate)

  • Deactivate Entitlement (Order.Entitlement.Deactivate)

XOP-12446

PPT

Process, Backend, UI

Enabled access to manual control of XKM encryption keys with new XKM.Renew.Encryption.Key permission at global level.

Improvements

XOP-10860

Onboarding Portal

Process, Backend, UI

Enhanced data integration service support by adding error state if user enters invalid value in input field or blank value in schedule input fields.

XOP-12483

Onboarding Portal

Process, Backend, UI

Edits to site save successfully as expected with accurate user input.

XOP-12388

Onboarding Portal

Process, Backend, UI

Delivery partner service opens successfully when service is activated at company level and user is added in Merchant Portal.

XOP-12489

Onboarding Portal

Process, Backend, UI

Delivery partner service is unavailable as expected in Add Services modal when service is deactivated at company level.

XOP-12315

Onboarding Portal

Process, Backend, UI

Error message displays accurately when no stores have been created in delivery partner service. Click Here link is visible and opens delivery partner login page as expected.

XOP-12262

Onboarding Portal

Process, Backend, UI

Values display successfully in Data Exclusion List for custom environments in delivery partner service.

XOP-12541, XOP-12542

Onboarding Portal

Process, Backend, UI

Sync Now button and associated manual sync functionality performs successfully for sites with inventory partner service activated. Sync Now button is disabled as expected when a site with delivery partner service activated is In Progress or Queued for sync operation.

XOP-12543

Onboarding Portal

Process, Backend, UI

Sync All Sites button is disabled as expected for sites already undergoing sync operation with inventory partner service.

XOP-12538, XOP-12546

Onboarding Portal

Process, Backend, UI

Sync Yellow Dog Data modal window shows all available sites for manual sync operation with inventory partner service as expected.

XOP-12548

Onboarding Portal

Process, Backend, UI

Edit Yellow Dog Integration modal performs successfully when adding company to inventory partner service.

XOP-11194

Onboarding Portal

Process, Backend, UI

Cloud Restore status is absent from display as expected after initial XKM installment is successful.

XOP-12522

Onboarding Portal

Process, Backend, UI

Users on Single Sign On Exclusion List can access Portal as expected after enabling case insensitivity in password reset functionality.

XOP-9050

Onboarding Portal

Process, Backend, UI

Site form saves successfully in payment gateway service custom environment.

XOP-12539

Onboarding Portal

Backend, UI

Status/Info modal window displays accurately when creating a new site with inventory partner service activated.

XOP-12496

Onboarding Portal

Backend, UI

Validation message displays successfully when editing Order Source for delivery partner service.

XOP-11944

Onboarding Portal

Backend, UI

unpaid_reason_code: contains added reason code as expected.

XOP-11949

Onboarding Portal

Backend, UI

Reasons Codes display in grid as expected when remove command is canceled.

XOP-12215

Onboarding Portal

Backend, UI

Custom fields display with accurate configured default values for delivery partner custom service.

XOP-12174

Onboarding Portal

Backend, UI

Edit Freedom Pay modal displays successfully at Admin level.

XOP-12008

Onboarding Portal

Backend, UI

Site's state name displays accurately in Portal UI.

XOP-10956

Onboarding Portal

Backend, UI

Console displays accurately without error messages when closing Site Selector.

XOP-10861

Onboarding Portal

Backend, UI

Error messages are absent from Site Selector dev tools console as expected.

XOP-9788

Onboarding Portal

Backend, UI

This role is connected to a role restricted fee message displays successfully if user attempts to delete Manager role configured with fee.

XOP-11262

Onboarding Portal

Backend, UI

Select Preferred Version message displays successfully in bulk mode preferred version.

XOP-11244

Onboarding Portal

Backend, UI

Validation message displays successfully in edit modal for inventory partner.

XOP-12564

Onboarding Portal

Backend, UI

Prices display accurately with consumption of order_source_id as expected.

XOP-11166

Onboarding Portal, PPT

UI

DataStreamEndpoints.Add and Reporting.NoSale permission descriptions translate accurately.

XOP-6238

PPT

UI

Permission description in Functions.Terminal.Change search field result translates accurately.

XOP-12025

Onboarding Portal

Backend

Data Stream UI performs successfully if error message returned from API.

XOP-12452

Onboarding Portal

Backend

Universal Assignment permission supports Single String Translation as expected.

XOP-12112

Onboarding Portal

Backend

Site Selector loads successfully at expected speed.

XOP-12406

Onboarding Portal

Backend

Enhanced security by optimizing use of Output Encoding methodology.

XOP-12153, XOP-12154

Onboarding Portal

Backend

2024-08-07 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10231, CHANGE-10281 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.35-6

3.9.35-7

Improvements

Onboarding Portal

Process, Backend, UI

Prices update and display successfully in database and order_source_id is consumed successfully.

Audit Trail

Backend

2024-07-29 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10204 when speaking with a Team Member about this release.

Component

Current Version

New Version

Audit Trail

3.9.7

3.9.11

Improvements

Audit Trail

Process, Backend, UI

Users with media.Manage permission or full Admin privileges can successfully Restore Audio Files.

Audit Trail

Backend

2024-07-18 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10185 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.34

3.9.35

API Updates

Endpoint

Summary

subscriptionService

Enhanced efficiency by optimizing number of calls.

New Features

Onboarding Portal

Process, Backend, UI

Enhanced functionality by adding date selection to Sales Start/Stop times in Event Module.

Onboarding Portal

Process, Backend, UI

Enabled users to stop active package deployment with new Cart.Stop permission at global level.

Onboarding Portal

Process, Backend, UI

Enhanced standardization of performance by hiding SuiteCatering.Orders.LockOverride permission from availability.

Improvements

Onboarding Portal

Process, Backend, UI

Resend of Data Stream information is successful without Edit permission.

Onboarding Portal

Process, Backend, UI

Site settings save successfully.

Onboarding Portal

Process, Backend, UI

User role updates successfully without email field.

Onboarding Portal

Backend, UI

Would you like to assign sites now? modal is absent from display as expected for sites without delivery partner service after clicking Continue button.

Onboarding Portal

Backend, UI

Delivery site activation error message is absent as expected when user attempts activation of custom delivery partner service.

Onboarding Portal

Backend, UI

N/M sites do not currently have this service active modal displays successfully without inclusion of skipped sites.

Onboarding Portal

Backend, UI

Active toggle displays correct state if two delivery services have same name.

Onboarding Portal

Backend, UI

Validation message displays successfully after adding Payment Router to Services grid.

Onboarding Portal

Backend, UI

Values can be removed successfully from custom text entry field as expected in a custom environment.

Onboarding Portal

Backend, UI

Popup with hidden tag displays successfully.

Onboarding Portal

Backend, UI

DoorDash Onboarding Site Mapping displays accurately when /access-token request fails.

Onboarding Portal

Backend, UI

Custom Services field values display successfully and custom field is present in API after removing Parameter Key as expected.

Onboarding Portal

UI

Number of applicable stand worksheet permissions displays accurately.

Onboarding Portal

UI

Endpoint Updated message displays successfully in instances where validation has failed previously.

Onboarding Portal

UI

Validation messaging displays successfully when selecting Preferred Version bulk field.

Onboarding Portal

UI

Active toggle and info message display accurately in Loyalty service configuration modal.

Onboarding Portal

UI

Text in Resend Data modal displays accurately.

Onboarding Portal

UI

Arrow in Select Site button in Site Selector displays accurately.

2024-07-15 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10183 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool

3.9.12

3.9.13

New Features

PPT

Process, Backend, UI

Enabled users to stop package deployment by adding new cart.Stop permission at global level.

PPT

Process, Backend, UI

Enabled users to create and edit products and modifiers with allergens by adding new product.View permission.

PPT

Process, Backend, UI

Enabled users to manage the clearing of biometric data from Point of Sale devices by adding new Biometric.Clear permission at global and company level.

2024-07-08 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10097, CHANGE-10098 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.32

3.9.33

Permission Provisioning Tool

3.9.11

3.9.12

New Features

PPT

Process, Backend, UI

Enable users to manage XKM encryption keys through use of new XKM.Renew.Encryption.Key permission at the global level.

PPT

Process, Backend, UI

Enhance usability and consistency by hiding SuiteCatering.Orders.LockOverride permission.

Improvements

Onboarding Portal

Backend

2024-06-27 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10044 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.31

3.9.32

API Updates

Endpoint

Summary

GET

Company sites and information return successfully without error message.

GET

Audit trail request processes successfully.

New Features

Onboarding Portal

Process, Backend, UI

Added requirement and corresponding functionality for time zone to be configured when XVI service is enabled.

Onboarding Portal

Process, Backend, UI

Added functionality enabling user to prevent setting Token Expiration Time value for Integration Token to more than 21 days.

Onboarding Portal

Process, Backend, UI

Enhanced Clear Data functionality to enable clearing data for select future dates.

Onboarding Portal

Process, Backend, UI

In compliance with applicable law, enabled users to provide partial order refund from closed order and adding items to new refund order by creating new Refund.PartialPrice permission at company and global levels.

Onboarding Portal

Process, Backend, UI

Enhanced management of Credit Card Expiration Report access by creating new Reporting.Credit.Card.Expiration permission at company and global levels.

Onboarding Portal

Process, Backend, UI

Enabled users to activate Exchange mode at Point of Sale by creating new Drawer.Close.Dismiss permission to POS group at company level and POS section at global level.

Onboarding Portal

Process, Backend, UI

Enabled control of Suite Catering account removal by adding new SuiteCatering.Accounts.Remove permission at global and company level.

Onboarding Portal

Process, Backend, UI

Added the following new permissions at global and company level to enable users to manage new Variant Build group:

  • variant-build.View

  • variant-build.Add

  • variant-build.Manage

  • variant-build.Delete

Improvements

Onboarding Portal

Process, Backend, UI

List of stores in Site Selector reloads successfully following selection/removal of stores in hierarchy.

Onboarding Portal

Process, Backend, UI

Warning popup is absent as expected when adding/removing a site without Suite Catering enabled.

Onboarding Portal

Process, Backend, UI

Terminal selection modal displays all available terminals for site and Point of Sale Terminal Data refreshes successfully.

Onboarding Portal

Process, Backend, UI

All sites display successfully for user with People.AllSitesAccess permission enabled.

Onboarding Portal

Process, Backend, UI

Request for sites is successful.

Onboarding Portal

Process, Backend, UI

SQS messages in XKM delete successfully when corresponding site is deleted.

Onboarding Portal

Process, Backend, UI

Data Feed can be successfully created and edited.

Onboarding Portal

Backend, UI

Remove button is displayed and enabled and X button displays for each brand on Edit Service page.

Onboarding Portal

Backend, UI

Sites list clears successfully after using Create User functionality.

Onboarding Portal

Backend, UI

Login is enabled with case insensitivity as expected.

Onboarding Portal

Backend, UI

User Exclusion List checkbox acknowledgement saves successfully.

Onboarding Portal

Backend, UI

Tags/values are not removed from Data Exclusion List when changes are made to site with custom environment.

Onboarding Portal

Backend, UI

Site Names update and save successfully.

Onboarding Portal

Backend, UI

Subscription and Services tabs display successfully for builds with Custom Service type = payment.

Onboarding Portal

Backend, UI

User can close Company Settings page successfully.

Onboarding Portal

Backend, UI

Statistical data in Show x Services and list display in Services section match.

Onboarding Portal

Backend, UI

Integrators with x character in name return successfully in search functionality.

Onboarding Portal

Backend, UI

Calculation Values dropdown displays correct value in bulk mode at site level.

Onboarding Portal

UI

List of months and years appears accurately in Data Picker in Clear Data section.

Onboarding Portal

UI

Site names display in alphabetical order in tooltip in Sites column on User page as expected.

Onboarding Portal

UI

Value field in Edit Integrator for Data Feed modal displays accurately.

Onboarding Portal

UI

Assign sites for custom service title displays accurately.

Onboarding Portal

UI

Filter Data toggle option displays correctly.

Onboarding Portal

UI

Bulk entry fields in Data Feed display correctly and are locked as expected when user is restricted from editing function.

2024-06-24 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10026 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool

3.9.10

3.9.11

New Features

PPT

Process, Backend, UI

Enabled control of Suite Catering account removal by adding new SuiteCatering.Accounts.Remove permission at global and company level.

Improvements

PPT

UI

Permissions display in correct location within company level Point of Sale.

2024-06-20 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-10012, CHANGE-10018 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.29

3.9.29-3

Permission Provisioning Tool

3.9.8

3.9.10

New Features

Onboarding Portal

Process, Backend, UI

Enhanced certification and management of the onboarding/re-onboarding process with new delivery partner stores by limiting access to users with Business Admin permissions.

PPT

Process, Backend, UI

Enabled users to activate Exchange mode at Point of Sale by creating new Drawer.Close.Dismiss permission to POS group at company level and POS section at global level.

PPT

Process, Backend, UI

Enhanced management of Credit Card Expiration Report access by creating new Reporting.Credit.Card.Expiration permission at company and global levels.

2024-06-13 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-9913 when speaking with a Team Member about this release.

This release includes features relevant to integration with delivery partners such as DoorDash.

Component

Current Version

New Version

Onboarding Portal

3.9.1-11

3.9.29

API Updates

Endpoint

Summary

GET/people/:id

Request fails as expected when non-supported token is used.

service-onboarding/doordash

GET and POST requests require Subscriptions.Items.View permission.

/product-price/master

Request is successful when delivery partner service is opened in Admin page.

/merchant-stores

Enhanced call to have the ability to return more than 100 stores.

New Features

Onboarding Portal

Process, Backend, UI

Updated integration for users to sign into delivery partner as a custom service through Onboarding Portal, including increasing Active toggle functionality and DoorDash Onboarding modal.

Onboarding Portal

Process, Backend, UI

Managed access to Onboarding Status processing endpoint with new Onboarding.Status.Manage permission in admin, XPRT-Admin and PS-Admin roles at global level.

Onboarding Portal

Process, Backend, UI

Added new integration types, Scheduled Pull and Pull on POS Notification, as options in QU POS Service modal.

Improvements

Onboarding Portal

Process, Backend, UI

Enhanced control of onboarding/re-onboarding by limiting viewing permission of available delivery partner locations to users with Business Admin permission.

Onboarding Portal

Process, Backend, UI

Improved permission checks with addition of correct app_code.

Onboarding Portal

Process, Backend, UI

Delivery services display successfully on grid after updating Company Settings.

Onboarding Portal

Process, Backend, UI

Changes to delivery partner service save successfully when site has another delivery service also activated.

Onboarding Portal

Process, Backend, UI

Changes save successfully when updating services or subscriptions.

Onboarding Portal

Process, Backend, UI

Only eligible sites for delivery partner service are available for onboarding as expected.

Onboarding Portal

Process, Backend, UI

Service saves and activates successfully when delivery partner service is added but not saved and Connect to DoorDash button is used.

Onboarding Portal

Process, Backend, UI

Buttons in Edit DoorDash modal have full functionality as expected.

Onboarding Portal

Process, Backend, UI

Retry functionality for menus that fail initial creation performs successfully.

Onboarding Portal

Process, Backend, UI

Use Company Settings is selected as default environment in bulk actions including sites without delivery partner service.

Onboarding Portal

Process, Backend, UI

Delivery partner onboarding is successful through Continue button for sites displaying 'N'/'M' sites do not currently have this service active modal.

Onboarding Portal

Backend, UI

This site is already Onboarded modal displays successfully with applicable information text.

Onboarding Portal

Backend, UI

Tooltip displays successfully in DoorDash Onboarding Site Mapping modal for Onboarded and In Progress statuses.

Onboarding Portal

Backend, UI

Onboard 'Y' Sites button displays accurate number of newly mapped sites.

Onboarding Portal

Backend, UI

Sites select successfully after filtering by hierarchy.

Onboarding Portal

Backend, UI

Languages can be successfully deleted via edit form.

Onboarding Portal

Backend, UI

Site status for XKM stations displays accurately when site has no Point of Sale terminal installed.

Onboarding Portal

Backend, UI

Search functionality performs successfully in delivery partner onboarding modal.

Onboarding Portal

Backend, UI

Onboarding status display disabled as expected for sites with no onboarding process initiated.

Onboarding Portal

Backend, UI

Onboarding validation message is absent as expected and onboarding status displays accurately when site is onboarded and site is re-opened.

Onboarding Portal

Backend, UI

Onboarding is successful and payload includes store_name and store_uuid parameters as expected.

Onboarding Portal

Backend, UI

Onboarding is successful and merchant_token field populates as expected.

Onboarding Portal

Backend, UI

Custom environment and fields display successfully in delivery partner autogenerated Custom Service.

Onboarding Portal

Backend, UI

Data Exclusion list can be configured successfully at site level.

Onboarding Portal

Backend, UI

Search functionality performs successfully in Site Mapping Confirmation modal.

Onboarding Portal

Backend, UI

Delivery partner store mappings remain intact after site save as expected.

Onboarding Portal

Backend, UI

Order Confirmation Feed service is successfully added when Active toggle is Off.

Onboarding Portal

UI

Correct validation message displays if site address isn't eligible for delivery partner service.

Onboarding Portal

UI

Correct validation message displays if sites have different delivery partner activation statuses.

Onboarding Portal

UI

Onboarding status messaging displays accurately in delivery partner edit page.

Onboarding Portal

UI

Onboarding status messaging is absent from display as expected for sites that are not onboarded.

Onboarding Portal

UI

Onboarded Site Statuses counter performs successfully.

Onboarding Portal

UI

Sites continue to display as onboarded as expected when delivery partner service for site is turned off.

Onboarding Portal

UI

Delivery service is activated message displays successfully when saving changes after adding service.

Onboarding Portal

UI

Confirmation modal for sites with delivery partner subscription turned off displays accurately.

Onboarding Portal

UI

Tooltips for Onboarded Site Status display successfully.

Onboarding Portal

UI

Active toggle in delivery partner service updates and displays accurately.

Onboarding Portal

UI

Custom toggle for delivery partner Hybrid Custom Service performs successfully.

Onboarding Portal

UI

Refresh Menu button displays and performs successfully.

Onboarding Portal

UI

DoorDash URL and Order Source fields display accurately as expected when custom fields are added or deleted.

Onboarding Portal

UI

Delivery partner autogenerated Custom Service messaging is absent from Custom Services as expected after removal.

Onboarding Portal

UI

Required fields display as expected when delivery partner service is added to Custom Services.

Onboarding Portal

UI

Removed sites are absent from display in Onboarded Site Status modal as expected.

Onboarding Portal

UI

Removed custom fields remain absent from display in API as expected.

Onboarding Portal

UI

General section displays accurately in Custom Fields.

Onboarding Portal

UI

Error message displays successfully in Edit DoorDash modal during Site_Name creation.

Onboarding Portal

UI

Error message displays successfully when delivery partner service is unavailable for site address.

Onboarding Portal

UI

Skipped site mapping functionality performs accurately and Site Mapping Confirmation modal displays accurately.

Onboarding Portal

UI

CSV file names in Order Source display accurately.

Onboarding Portal

UI

Select All button is disabled as expected when only one site available in DoorDash Onboarding Site Mapping modal.

Onboarding Portal

UI

Edit Restaurant Analytics popup displays accurately.

Onboarding Portal

UI

Showing x sites information displays accurately on Sites page.

Onboarding Portal

UI

Validation message displays successfully in Macromatix Password field.

Onboarding Portal

UI

Information messages in delivery partner service display accurately.

Onboarding Portal

UI

Site addresses in delivery partner service display in correct format.

Onboarding Portal

UI

Suite value displays accurately in dropdown after opening site.

Onboarding Portal

UI

Services modal at site level populates and displays accurately and functions successfully.

Onboarding Portal

UI

Site names in delete confirmation modal display accurately.

Onboarding Portal

UI

Subheader on All Services page displays accurately.

Onboarding Portal

UI

Site Type dropdown menu displays accurately.

Onboarding Portal

UI

Object names display accurately on Data Stream Endpoint page.

Onboarding Portal

UI

Preferred Language dropdown displays language names accurately.

Onboarding Portal

UI

Confirmation message displays accurately when roles are removed from company.

Onboarding Portal

UI

Delivery and Bottlerocket service displays in Sites 3-dot menu display accurately.

Onboarding Portal

Backend

Provided new dump to enhance database performance.

Onboarding Portal

Backend

Site selector modal utilizes correct data structure output.

Onboarding Portal

Backend

Previous saved data (mcid, onboarding_id,sub_status) is not sent during delivery partner remapping.

Onboarding Portal

Backend

Provider name is accurate in requests to delivery partner.

Onboarding Portal

Backend

2024-06-10 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-9976 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool

3.9.8

3.9.9

New Features

PPT

Process, Backend, UI

Added support for providing partial order refund in compliance with applicable WEB-SRM certification by creating new Refund.PartialPrice permission at company and global level.

2024-05-30 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-9891 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool

3.9.7

3.9.8

New Features

PPT

Process, Backend, UI

Created new Variant Build group with associated View, Add, Manage, and Delete permissions.

PPT

Process, Backend, UI

Enabled authorized users to remove tax-exempt status from order with new SuiteCatering.Orders.SetRemoveTaxExempt permission for Company Administrator role at company level Իadmin, XPRT-Admin ԻPS-Admin roles at the global level.

Improvements

PPT

UI

Staff.Schedules permissions group name displays accurately.

2024-05-23 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-9880, CHANGE-9889 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.1-4

3.9.1-10

Permission Provisioning Tool

3.9.5

3.9.7

New Features

PPT

Process, Backend, UI

Enabled authorized users to remove tax-exempt status from order with new TaxExempt.Delete permission for Company Administrator role at company level and admin, XPRT-Admin and PS-Admin roles at the global level.

PPT

Process, Backend, UI

Enabled authorized users to override order lock functionality with new SuiteCatering.Orders.LockOverride permission for Company Administrator role at company level and admin, XPRT-Admin and PS-Admin roles at the global level.

PPT

Process, Backend, UI

Added the following permissions in Pipeline Group at admin, XPRT-Admin and PS-Admin roles at the global level to allow authorized users to update Data Import statuses and hashes:

  • DataImportStatus.Edit

  • DataImportHash.Edit

  • DataImportHash.Invalidate

Improvements

Onboarding Portal

UI

GET requests process successfully and list of sites displays accurately.

Onboarding Portal

UI

The following fields in Data Stream Endpoints display accurately:

  • Availability

  • Drawers

  • Deposits

  • Punches

  • EOD

  • Workflow

  • Orders tab

2024-05-16 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-9843 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.1-4

3.9.1-4-1

API Updates

Endpoint

Summary

/companies

For requests by access token, limited response of endpoint to return only companies associated with that access token.

Improvements

Onboarding Portal

Backend

Logs successfully encrypt access codes, access tokens, passwords, user names, and bearer tokens as expected.

2024-05-06 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-9778 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.1-4

3.9.1-7

New Features

Onboarding Portal

Backend, UI

Added order actuality keys to Data Stream endpoints configuration so that users can decide how often orders need to be updated.

Onboarding Portal

Process, Backend, UI

Enabled management of access to provision data by adding the following new permissions to the Pipeline group at the global level for admin, XPRT-Admin and PS-Admin roles:

  • Provision.View

  • Provision.Edit

  • Provision.Delete

Onboarding Portal

Process, Backend, UI

Enabled different levels of exchange permissions at Point of Sale by adding the following new permissions to the POS/Ordering group at the company level and the POS section at the global level:

  • Functions.Exchange.Existing

  • Functions.Exchange.Open

  • Functions.Exchange.Threshold.Override

Improvements

Onboarding Portal

Backend, UI

Sites are selected successfully after filtering in hierarchy.

Onboarding Portal

Backend, UI

XKM site status displays successfully when Point of Sale terminal is not installed for site.

Onboarding Portal

Backend, UI

Employee Scorecard Report name/title displays accurately in Roles form.

Onboarding Portal

Backend

Updated order event names in Trigger Events table to order_check_in and order_fulfill.

2024-05-02 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-9762 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool (PPT)

3.9.4

3.9.5

Improvements

PPT

Backend, UI

Employee Scorecard Report name/title displays accurately in Roles form.

2024-04-22 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-9703 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool (PPT)

3.9.3

3.9.4

New Features

PPT

Process, Backend, UI

Added the following company level permissions enabling users to activate Exchange Mode at Point of Sale in Company Administrator role in POS/Ordering Group:

  • Functions.Exchange.Existing

  • Functions.Exchange.Open

  • Functions.Exchange.Threshold.Override

PPT

Process, Backend, UI

Added the following global level permissions enabling users to activate Exchange Mode at Point of Sale in admin, XPRT-Admin, and PS-Admin roles in POS section:

  • Functions.Exchange.Existing

  • Functions.Exchange.Open

  • Functions.Exchange.Threshold.Override

PPT

Process, Backend, UI

Added the following global level permissions in admin, XPRT-Admin, and PS-Admin roles to manage access to provision API data:

  • Provision.View

  • Provision.Edit

  • Provision.Delete

2024-03-21 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-9513 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.9.1

3.9.1-4

API Updates

Endpoint

Summary

POST /product/get-on-hand

Created endpoint to facilitate requests for onHand amounts as part of integration with Partner Relay service.

2024-03-18 | 3.9 Cloud Portal

Refer to Change Ticket(s): CHANGE-9470, CHANGE-9480 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.142

3.9.1

Permission Provisioning Tool (PPT)

3.8.69

3.9.3

New Features

Portal

Process, Backend, UI

Added support for new custom Partner Relay Service.

Portal, PPT

Process, Backend, UI

Enabled management of access to stock level views by adding the following permissions at the global and company levels:

  • StockLevel.CurrentSite.View

  • StockLevel.OtherSites.View

PPT

Process, Backend, UI

Enabled management of biometric access by adding the following permissions at the global and company levels:

  • Biometric.Skip

  • Biometric.Decline

Improvements

Portal

UI

Validation message displays accurately for Service URL field in Custom Service.

2024-03-07 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-9424 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.131-14

3.8.142

API Updates

Endpoint

Summary

GET/:id/sites

Enhanced to support option of accepting returns from other stores based on Site ID, Store Number, and Store Name attributes.

New Features

Onboarding Portal

Process, Backend, UI

Added the new permission Staff.WebSRMUsers to enable management of WEB-SRM user data, with the following functionalities:

  • View

  • Add

  • Edit

  • Delete

Onboarding Portal

Process, Backend, UI

Added new real-time-stock-level.View permission to manage the viewing of stock levels.

Onboarding Portal

Process, Backend, UI

Added support for Yellow Dog Integration service.

Onboarding Portal

Backend, UI

Added Point of Sale theme customization options.

Onboarding Portal

Backend, UI

Added support to notify XNU when WEB-SRM service is enabled or disabled.

Improvements

Onboarding Portal

Process, Backend, UI

DoorDash Custom Service remains activated when DoorDash Service is unassigned from company.

Onboarding Portal

Process, Backend, UI

Users can activate Custom Service after changing service name.

Onboarding Portal

Process, Backend, UI

Users can successfully create new Data Stream endpoints.

Onboarding Portal

Process, Backend, UI

Minor Reporting Category remains disabled as expected until Major Reporting Category is selected.

Onboarding Portal

Backend, UI

URL and custom fields in Custom Service are locked when Environment uses company settings.

Onboarding Portal

Backend, UI

Custom toggle performs successfully with Environment set to Custom in bulk mode.

Onboarding Portal

Backend, UI

Unassigned sites are excluded from display as expected.

Onboarding Portal

Backend, UI

Enhanced display and usability of Suite Catering fields in Events.

Onboarding Portal

Backend, UI

Authorization token request in Yellow Dog performs successfully.

Onboarding Portal

Backend, UI

Selected settings in Product Configuration tab display accurately as expected.

Onboarding Portal

Backend, UI

Users can select one day ahead of current calendar date when using Clear Data option as expected.

Onboarding Portal

Backend, UI

Tag can be Assigned/Unassigned using 3-dots menu on Tag Manager page as expected.

Onboarding Portal

UI

Validation message displays accurately when removing used field in Loyalty service.

Onboarding Portal

UI

Validation message displays with site name as expected when using Clear Date option.

Onboarding Portal

UI

Validation message present as expected for maximum length in Parameter Key.

Onboarding Portal

UI

Active toggle disabled as expected for users without access permission.

Onboarding Portal

UI

Active toggle displays with Off value and documents display is_active:false value as expected after site removal.

Onboarding Portal

UI

Edit Integrator for Data Feed dropdown performs and displays accurately.

Onboarding Portal

UI

Sites tab text translates accurately.

2024-02-22 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-9345 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.131-12

3.8.131-14

Improvements

Onboarding Portal

Backend, UI

Validation messaging displays as expected and Done button is enabled as expected in Web-SRM when adding version certification.

Onboarding Portal

Backend, UI

Changes to Reason Code, Destination and Pay Type entities in Web-SRM save successfully.

Onboarding Portal

Backend, UI

Correct action types enable in Web-SRM service.

Onboarding Portal

Backend, UI

Updates to Web-SRM service save successfully when service has pos_version for Windows.

Onboarding Portal

Backend, UI

Update/Revoke functionality performs successfully and error message is absent as expected in Web-SRM dev console.

Onboarding Portal

UI

Support User PIN modal performs and displays successfully.

Onboarding Portal

UI

Site Status grid and 3-dots button displays accurately in Web-SRM if certificate has invalid status.

2024-02-15 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-9284, CHANGE-9314 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.131-3

3.8.131-12

Permission Provisioning Tool (PPT)

3.8.67

3.8.69

New Features

Onboarding Portal

Process, Backend, UI

Added support for integration of Web-SRM (Sales Recording Module) service to All Services page, Company form, and site level in compliance with applicable law.

Onboarding Portal

Process, Backend, UI

Added support enabling notification when Web-SRM (Sales Recording Module) service is enabled/disabled and when identifiers are changed with new values.

Onboarding Portal

Process, Backend, UI

Added support for integration of Web-SRM (Sales Recording Module) service with addition of new E-Commerce subsection at Site level.

Onboarding Portal

Process, Backend, UI

Added functionality enabling users to clear fiscal transaction data from selected dates.

Onboarding Portal

Process, Backend, UI

Added options enabling users to Generate, Update, and Revoke certificates from Sites grid when Web-SRM (Sales Reporting Module) service is enabled.

Onboarding Portal

Process, Backend, UI

Enhanced support for integration of Web-SRM (Sales Recording Module) digital certification in compliance with applicable law through the following additions:

  • Cert. Expiration Notification setting

  • Device Certificates subsection

  • Generate Certificate, Revoke Certificate, and Update Certificate options

Onboarding Portal

Process, Backend, UI

Enhanced support for integration of Web-SRM (Sales Recording Module) service in compliance with applicable law through the following additional settings:

  • Partner Identifier

  • Windows, Apple iOS, Google Android subsections

  • SRS Identifier, POS Version, Identifier of SRS Version, Certification Code for each operating system above

  • Unpaid Reason Code at Company level

  • Destination Mapping and Payment Type Overrides settings at Site level

Onboarding Portal, PPT

Process, Backend, UI

Enhanced Yellow Dog integration by updating current permissions and adding the following new Standard Product set of permissions:

  • standard-product.View

  • standard-product.Add

  • standard-product.Manage

  • standard-product.Delete

Improvements

Onboarding Portal

Backend, UI

Web-SRM service displays successfully in grid.

Onboarding Portal

Backend, UI

Default Activity Subsector field populates and displays successfully.

Onboarding Portal

Backend, UI

Custom values for Environment and Activity Subsector save successfully and display accurately.

Onboarding Portal

Backend, UI

Development console in Web-SRM performs successfully when service modal is open in Company Settings.

Onboarding Portal

Backend, UI

Destinations with Table Service type filter successfully during search function.

Onboarding Portal

Backend, UI

Sites grid opens successfully when Web-SRM service is closed without changes.

Onboarding Portal

Backend, UI

Validation messaging displays accurately for special characters in required entry fields.

Onboarding Portal

Backend, UI

Changes to Web-SRM Company Settings save successfully.

Onboarding Portal

Backend, UI

Development and Testing environment settings in Web-SRM display correct hardcoded links.

Onboarding Portal

Backend, UI

unpaid_reason_code array is empty for company and site as expected when reason codes are removed.

Onboarding Portal

Backend, UI

Invalid Integer Version Format validation message and Done button perform and display as expected.

Onboarding Portal

Backend, UI

Selected Product Configuration values display accurately in Yellow Dog integration.

Onboarding Portal

Backend, UI

Dates following selected dates are disabled as expected in Data Picker.

Onboarding Portal

Backend, UI

The following items in Web-SRM service Table and Delivery Mapping grid perform and display successfully:

  • Grid displays accurately during search function

  • Associated dropdowns display and perform accurately after item deletion

  • Order of items displays accurately after updating

  • Removed items display accurately in Add Destinations modal

Onboarding Portal

Backend

Service data processes and displays accurately.

Onboarding Portal

UI

Product, Retail Item, Gift Card, and Gift Certificate names translate accurately at Company level.

Onboarding Portal

UI

Remove button displays as expected when certifications are checked in Web-SRM.

Onboarding Portal

UI

General tab displays successfully in Web-SRM service modal.

Onboarding Portal

UI

Main checkbox displays accurately in Web-SRM Add Destinations modal.

Onboarding Portal

UI

The following items in Web-SRM service translate and display accurately:

  • Add Item button in Add Destinations modal

  • Destination column name in Add Destinations modal

  • Mandatory ID column

  • Unpaid Reason Code column

  • Add Reason Code column

  • Add Version Certification modal tab

  • System strings in General modal window

2024-02-01 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-9226, CHANGE-9227 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.131

3.8.131-3

Permission Provisioning Tool (PPT)

3.8.65

3.8.67

New Features

Onboarding Portal, PPT

Process, Backend, UI

Facilitated control of access to Shipping Reports by adding the new Reporting.Shipping permission at company and global levels.

Onboarding Portal, PPT

Process, Backend, UI

Enabled users to manage product set containing allergens by adding the following new permissions at the company and global levels:

  • allergen.View

  • allergen.Add

  • allergen.Manage

  • allergen.Delete

Onboarding Portal

Backend, UI

Added support for option to accept returns from other stores.

Improvements

Onboarding Portal

Backend, UI

Enhanced encryption for Client ID, Username and Password in Yellow Dog integration.

Onboarding Portal

Backend, UI

Minor Reporting Category displays and performs successfully when major category is selected without an associated minor category.

Onboarding Portal

Backend, UI

Permissions set can be successfully changed in Order Integrator.

Onboarding Portal

Backend, UI

Yellow Dog authorization tokens process successfully.

Onboarding Portal

Backend, UI

Initial automatic API request sends successfully when Yellow Dog service is saved in company settings.

PPT

Backend, UI

Suite Catering permissions display accurately without extra permissions in Roles.

2024-01-25 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-9177 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.117-3

3.8.131

New Features

Onboarding Portal

Process, Backend, UI

Enabled users to add custom fields to known products and types through use of new fields merchant_name and xenial_id.

Onboarding Portal

Process, Backend, UI

Added support for Yellow Dog Integration Service at global, company, and site levels, with the following new permissions at the admin, XPRT-Admin and PS-Admin levels:

  • DataImport.Start in the Pipeline group

  • DataImportStatus.View in the Pipeline group

  • Subscription.YellowDog.Decrypt in the Portal group

Onboarding Portal

Process, Backend, UI

Added support to integrate Point of Sale financial transactions reporting with web-based Sales Recording Module (WEB-SRM) in compliance with applicable law. Enhanced security of WEB-SRM with the following new permissions:

  • Report.View.UserReport to allow user to generate transaction report

  • Fiscal.Transaction.Backup to allow user to produce backup copy of transaction report

  • Fiscal.Transaction.Backup to allow user to

Onboarding Portal

Process, Backend, UI

To facilitate management of custom calculations from external systems, created the following new permissions to Pipeline group at the admin, XPRT-Admin and PS-Admin levels:

  • ReportingCustomCalculations.View

  • ReportingCustomCalculations.Edit

  • ReportingCustomCalculations.Delete

Improvements

Onboarding Portal

Process, Backend, UI

Configured Begin Count Print functionality to eliminate user permission.

Onboarding Portal

Process, Backend, UI

Permission SuiteCatering.Orders.UniversalAssignment is enabled by default.

Onboarding Portal

Process, Backend, UI

Data Feed subscriptions can be created and edited successfully.

Onboarding Portal

Backend, UI

Data Stream Endpoints in Settings and Tools is hidden as expected when Exclude the Following condition is enabled.

Onboarding Portal

Backend, UI

Bulk changes in Preferred version of POS save successfully.

Onboarding Portal

Backend, UI

Correct number of Services displays on Services page when Data Feed/Data Stream are active.

Onboarding Portal

Backend, UI

Custom Name successfully updates at API level and changes to Services save successfully.

Onboarding Portal

Backend, UI

site_id populates accurately in used by field when two custom services are added at site level.

Onboarding Portal

Backend, UI

Sites to which user is assigned display in Data Stream as expected.

Onboarding Portal

Backend, UI

Company integrator value displays accurately in Integrator bulk field in Data Feed.

Onboarding Portal

Backend, UI

Request to delete Custom Service with Payment type performs successfully.

Onboarding Portal

Backend, UI

Correct validation message displays when user adds/updates/removes a service from Services section.

Onboarding Portal

Backend, UI

Correct validation message displays in default Freedom Pay environment and Done button performs as expected.

Onboarding Portal

Backend, UI

Active toggle performs successfully in Edit modal in Custom Service.

Onboarding Portal

Backend, UI

Freedom Pay service and Custom Loyalty and Delivery services can be edited successfully at site level.

Onboarding Portal

Backend, UI

Data Exclusions tab displays successfully in company delivery service modal. Individual Data Exclusions can be removed successfully.

Onboarding Portal

Backend, UI

Environment field populates correctly in bulk mode for sites without added service.

Onboarding Portal

Backend, UI

/reinvite request to re-send invite to user performs successfully.

Onboarding Portal

Backend, UI

Custom fields and Service URL display correctly in default environment.

Onboarding Portal

Backend, UI

Company Credentials status performs and displays correctly in Sandbox environment.

Onboarding Portal

Backend, UI

Newly created events display accurately.

Onboarding Portal

Backend, UI

Correct updated Data Stream endpoints display in target_address array.

Onboarding Portal

Backend, UI

Subscription and Service tabs display accurately in builds without Payment-type Custom Service.

Onboarding Portal

Backend

Applicable Data Stream endpoints are active when presented in target_address.

Onboarding Portal

UI

All sites are checked by default in Actions Refresh modal.

Onboarding Portal

UI

Values in Data Feed Filter column display as links as expected.

Onboarding Portal

UI

Done button is active as expected when service is added in Freedom Pay.

Onboarding Portal

UI

Integrator bulk field list and associated dropdown in Data Feed display accurately.

2024-01-11 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-9065 when speaking with a Team Member about this release.

Component

Current Version

New Version

Permission Provisioning Tool (PPT)

3.8.63

3.8.65

New Features

PPT

Process, Backend, UI

To facilitate data import, created the following new permissions at the admin, XPRT-Admin and PS-Admin levels:

  • Subscription.YellowDog.Decrypt to Portal group

  • DataImport.Start to Pipeline group

  • DataImportStatus.View to Pipeline group

PPT

Process, Backend, UI

To facilitate management of custom calculations from external systems, created the following new permissions at the admin, XPRT-Admin and PS-Admin levels:

  • ReportingCustomCalculations.View to Pipeline group

  • ReportingCustomCalculations.Edit to Pipeline group

  • ReportingCustomCalculations.Delete to Pipeline group

2024-01-08 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-9051, CHANGE-9059 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.115

3.87.117-3

Permission Provisioning Tool (PPT)

3.8.62

3.8.63

New Features

PPT

Process, Backend, UI

Enhanced security of fiscal transaction backup records by adding the new permission Fiscal.Transaction.Backup at the global and company levels.

PPT

Process, Backend, UI

Enhanced security of WEB-SRM user report generation by adding the new permission Report.View.UserReport at the global and company levels..

Improvements

Onboarding Portal

Backend, UI

When adding and activating Freedom Pay service at the site level, Done button is active as expected when all required fields are completed.

Onboarding Portal

Backend, UI

Missing configuration validation messages don't appear when not applicable and Done button is enabled in bulk mode as expected.

Onboarding Portal

Backend, UI

Freedom Pay service can be edited successfully at site level.

Onboarding Portal

Backend, UI

Custom Loyalty and Delivery services can be edited successfully at site level.

Onboarding Portal

UI

Validation messages for required email fields don't appear when not applicable.

Onboarding Portal

UI

Data Exclusions tab displays accurately on delivery services modal as expected.

PPT

Backend, UI

Company administrators have SuiteCatering.Orders.UniversalAssignment permission by default.

2023-12-14 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-8884, CHANGE-8962 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.115

3.8.117

Permission Provisioning Tool

3.8.61

3.8.62

New Features

Onboarding Portal, PPT

Process, Backend, UI

Enhanced order creation for suite administrators by adding the new permission SuiteCatering.Orders.UniversalAssignment at the global and company levels.

Onboarding Portal, PPT

Process, Backend, UI

Increased functionality for returns by adding the following new permissions at global and company levels:

  • Functions.Return.Existing

  • Functions.Return.Open

  • Functions.Return.Restricted

Onboarding Portal

Process, Backend, UI

Added ability to ship certain items in an order with new Ordering.MarkForShipping permission at the global and company levels

Onboarding Portal

Process, Backend, UI

Added new Functions.Offline.Credit.Card.Mode permission at global and company levels to allow enabling/disabling of Store and Forward payment processing functionality.

Improvements

Onboarding Portal

Backend, UI

Company settings update and display successfully in Store ID, Enhanced Security Key and Device Management Activation Key fields after re-addition of Freedom Pay service.

Onboarding Portal

Backend, UI

Changes to hierarchy orders save successfully in correct sequence.

Onboarding Portal

Backend, UI

Correct warning modal displays successfully when Freedom Pay service is removed.

Onboarding Portal

Backend, UI

Closed events can be deleted by user with proper permissions.

Onboarding Portal

Backend, UI

Preferred Version bulk fields display and perform successfully with Point of Sale subscriptions.

Onboarding Portal

Backend, UI

Event list displays accurately after event is created for new company.

Onboarding Portal

Backend, UI

Site grid slideout displays and performs successfully for users without support-user.View permission.

Onboarding Portal

Backend, UI

Reputation service is successfully added and activated in bulk mode.

Onboarding Portal

Backend, UI

Data Feed navigation menu displays and performs successfully.

Onboarding Portal

Backend, UI

Data Exclusions can be removed successfully.

Onboarding Portal

Backend, UI

Site services can be added, activated, and edited successfully in bulk mode.

Onboarding Portal, PPT

UI

Offline Credit Card Mode permission displays accurately.

Onboarding Portal

UI

Enabled SSO toggle displays and performs accurately.

2023-12-11 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-8879 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.114

3.8.115

New Features

Onboarding Portal

Process, Backend, UI

Added support for creation of Data Feed service with new Data Feed entity in Settings and Tools.

Improvements

Onboarding Portal

Backend, UI

Integrator dropdown in Data Feed displays and performs successfully.

Onboarding Portal

Backend, UI

Changes save successfully when associated integrator is selected when other sites have wild card integrators.

Onboarding Portal

Backend, UI

Settings for deleted sites are cleared from API as expected.

Onboarding Portal

Backend, UI

Values update successfully in bulk fields when user is not assigned to one site.

Onboarding Portal

Backend, UI

Site selector in Site Hierarchies loads sites successfully when adding child levels.

Onboarding Portal

Backend, UI

All eligible sites display accurately when filtered by Status.

Onboarding Portal

UI

Values display accurately in Values column in Orders tab after Data Feed creation.

Onboarding Portal

UI

Include and Exclude values display accurately in Order Filters conditions.

2023-11-30 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-8821, CHANGE-8845 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.110

3.8.114

PPT

3.8.56

3.8.61

New Features

Onboarding Portal, PPT

Process, Backend, UI

Enhanced management of Transfers by Item Report by adding new Reporting.Transfers.By.Item permission at company and global levels.

Onboarding Portal, PPT

Process, Backend, UI

Enhanced management of Sold by Time Report by adding new Reporting..Sold.By.Time permission at company and global levels.

Onboarding Portal, PPT

Process, Backend, UI

Enhanced management of SuiteCatering.Suite Order Assignments Report by adding new Reporting.Suite.Order.Assignments permission at company and global levels.

Onboarding Portal

Process, Backend, UI

Added support for integration of GP Pay App service to global and company levels and to single site flow and bulk site flow.

Onboarding Portal

Process, Backend, UI

Added Person token to Back Office button link in 4 dots menu.

PPT

Process, Backend, UI

Added ability to ship certain items in an order with new Ordering.MarkForShipping permission at the company and global levels.

PPT

Process, Backend, UI

Added permissions at the global level to allow viewing external reference for documents:

dm-document-external-reference.View

dm-document-external-reference.Manage

dm-document-external-reference.Delete

Improvements

Onboarding Portal

Backend, UI

Enhanced functionality of Sales Start toggle for Order Auto Sync.

Onboarding Portal

Backend, UI

Users successfully update preferred versions of services.

Onboarding Portal

Backend, UI

Users are automatically added at the company level with Just In Time functionality enabled.

Onboarding Portal

Backend, UI

Store ID field in Loyalty service displays correctly and Done button is enabled.

Onboarding Portal

Backend, UI

In Site Hierarchies, confirmation modal appears and performs successfully and users can delete levels successfully.

Onboarding Portal

Backend, UI

Orders with 24-character IDs filter correctly with OData filter syntax.

Onboarding Portal

Backend, UI

Users can add and activate Reputations service successfully in bulk mode.

Onboarding Portal

Backend, UI

Active status displays correctly in bulk mode prior to saving changes.

Onboarding Portal

UI

Company, Site, and User display correctly when user types ID into Search field.

Onboarding Portal

UI

Multi-Factor Authorization validation text translates correctly.

Onboarding Portal

UI

Text in Transfers by Item description translates correctly.

Onboarding Portal

UI

Data Exclusions list translates and displays correctly.

PPT

UI

Permission Name in Inventory Report group translates correctly.

2023-11-16 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-8752, CHANGE-8753 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.106

3.8.110

PPT

3.8.54

3.8.56

New Features

Onboarding Portal

Process, Backend, UI

Added "Primary Warehouse" option into Business Type dropdown to increase efficiency in During Event transfers.

Onboarding Portal

Process, Backend, UI

Added "POS Authentication Only" toggle setting to streamline routing users to company portal.

Onboarding Portal, PPT

Process, Backend, UI

Enhanced management of product list by adding the following permissions to Product List subgroups at the global and company levels:

  • products.View

  • product.View

  • product.Add

  • product.Manage

  • product.Delete

  • retail-item.View

  • retail-item.Add

  • retail-item.Manage

  • retail-item.Delete

  • gift-card.View

  • gift-card.Add

  • gift-card.Manage

  • gift-card.Delete

  • gift-certificate.View

  • gift-certificate.Add

  • gift-certificate.Manage

  • gift-certificate.Delete

PPT

Process, Backend, UI

Enhanced management of data feeds at the global level by adding the following permissions:

  • DataFeed.Add

  • DataFeed.Delete

  • DataFeed.Manage

  • DataFeed.View

PPT

Process, Backend, UI

Enhanced management of data feeds at the company level by adding the following permissions:

  • DataFeed.Manage

  • DataFeed.View

Improvements

Onboarding Portal

Backend, UI

Bulk-edit popup displays and performs as expected in "Suite Catering Service Configuration" modal.

Onboarding Portal

Backend, UI

Events are updated successfully in stand worksheets.

Onboarding Portal

Backend, UI

Paytronix service is activated successfully on new sites.

Onboarding Portal

Backend, UI

"Add Order Types" modal displays and performs successfully when "Add Filter" functionality is utilized.

Onboarding Portal

Backend, UI

"Save" button is disabled as expected when attempt is made to save service without required fields.

Onboarding Portal

Backend, UI

Site status for XKM stations displays accurately as expected after one station is deactivated.

Onboarding Portal

Backend, UI

Sites on home page load successfully as expected if blank site selector is opened in Order Summary report module.

Onboarding Portal

Backend, UI

Loyalty service displays as active on service grid when new site is created.

Onboarding Portal

Backend, UI

"Export Current Item" functionality in Pricing Updates performs successfully as expected.

Onboarding Portal

UI

Advanced Day Ordering Online Menu dropdown default display performs successfully.

Onboarding Portal

Backend, UI

Sites can be created successfully as expected when one of the following services is added:

  • NCR/Aloha

  • QU POS

  • Undefined POS

2023-11-13 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-8694 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.103-6

3.8.106

New Features

Onboarding Portal

Process, Backend, UI

Introduced new permission "POS.OrderHistory.Others.View" to enable users to manage access to viewing order history.

Onboarding Portal

Process, Backend, UI

Introduced new permission "VenuesInventory.StandWorksheet.BeginCountPrint" to enable users to display or hide "Beginning Count" column on printed stand worksheet.

Onboarding Portal

Process, Backend, UI

Introduced new permission "SuiteCatering.Suites.View" to enable read-only view in "Roles" for designated users.

Onboarding Portal

Process, Backend, UI

Introduced new permissions "MenuUpdateMonitor.Preferences.View" and "MenuUpdateMonitor.Preferences.Edit" to enable users to view and manage menu update preferences.

Onboarding Portal

Process, Backend, UI

Introduced new permission "Reporting.Admin.Fee" at global and company levels to enable users to manage viewing of Suite Catering Admin Fee reports.

Onboarding Portal

Process, Backend, UI

Introduced new permission "Reporting.Tips.Allocation" at global and company levels to enable users to manage viewing of Tip Allocation Reports.

Onboarding Portal

Process, Backend, UI

Added new subscription "POS API" to global, company, and site levels to enable greater access control.

Onboarding Portal

Backend, UI

Hide fields specific to Suite Catering for events that are not available for Suite Catering.

Onboarding Portal

Process, Backend, UI

Introduced the following new permissions at the global level to enable users to manage and view in-store data feeds:

  • "DataFeed.Add"

  • "DataFeed.Delete"

  • "DataFeed.Manage"

  • "DataFeed.View"

Onboarding Portal

Process, Backend, UI

Introduced the following new permissions at the company level to enable users to manage and view in-store data feeds:

  • "DataFeed.Manage"

  • "DataFeed.View"

Onboarding Portal

Process, Backend, UI

Configured the following hierarchy layers in online Advanced Day Order/Event Day Order menus:

  • Event Type online ADO menu

  • Event Type online EDO menu

  • Event online ADO menu

  • Event online EDO menu

  • Suite online EDO menu

Improvements

Onboarding Portal

Backend, UI

Enhanced and expanded validation process and eliminated conflicts in status change for events in "Open" status.

Onboarding Portal

Backend, UI

Enhanced functionality of Advanced Day Order Transition Menu.

Onboarding Portal

Backend, UI

"Copy data from" feature performs as expected in role override function.

Onboarding Portal

Backend, UI

Warning modal displays as expected when deactivating/deleting services.

Onboarding Portal

Backend, UI

"Total Data Points" column filters and sorts as expected.

Onboarding Portal

Backend, UI

Confirmation modal displays and performs as expected in assignment of Data Stream endpoints.

Onboarding Portal

Backend, UI

Save button is enabled as expected for companies without subscriptions to Venues Inventory and Suite Catering.

Onboarding Portal

Backend, UI

In "Copy Data to" function, tags and hierarchy settings are copied as expected.

Onboarding Portal

Backend, UI

Data in "Email" field translates and displays accurately in Reputation modal.

Onboarding Portal

Backend, UI

Online status of Point of Sale terminals displays accurately.

Onboarding Portal

Backend, UI

Point of Sale terminal status displays as expected for new company and site.

Onboarding Portal

Backend, UI

"Select Preferred Version" value displays correctly in bulk mode.

Onboarding Portal

Backend, UI

Validation in "Access Token" field displays accurately after saving changes in Data Stream endpoints.

Onboarding Portal

Backend, UI

New endpoint forms are successfully created as expected.

Onboarding Portal

Backend

Core Services options are mapped accurately during company updates.

Onboarding Portal

Backend

"companyCleanupInit" ACK message is sent to "{stage}-platform-messaging-feedback" during hard delete as expected.

Onboarding Portal

UI

Profile dropdown translates as expected in "API Documentation."

2023-11-02 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-8607 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.92-3

3.8.103-6

API Updates

Endpoint

Summary

/events

Enhanced performance and response times.

New Features

Onboarding Portal

Process, Backend, UI

Added "Additional POS Option" functionality to allow customization of Point of Sale display themes.

Improvements

Onboarding Portal

Backend, UI

Get sites endpoint performs successfully when "check_user_assignment=true" query parameter is applied with inclusion of "is_assigned_to_current_user" field.

Onboarding Portal

Backend, UI

Archive/restore process can be stopped by using "Stop Archive" button as expected.

Onboarding Portal

Backend, UI

"Retry Restore" functionality performs as expected when archive restoration is stopped.

Onboarding Portal

Backend, UI

Services are successfully added and removed and 3-dot menu performs as expected.

Onboarding Portal

Backend, UI

Tags are successfully assigned to sites in "Tag Manager."

Onboarding Portal

Backend, UI

Online stores are recognized as expected.

Onboarding Portal

UI

FreedomPay messaging displays correctly during site deactivation/deletion.

Onboarding Portal

UI

Values display accurately in "Preferred Version" bulk field.

Onboarding Portal

UI

Validation messaging performs as expected after saving changes.

Onboarding Portal

UI

"Initial Sync" performs as expected without validation message as expected.

Onboarding Portal

UI

Selected users display accurately in global checkbox in Users list.

Onboarding Portal

UI

Site status popover displays correctly.

Onboarding Portal

UI

RAM value displays accurately in XKM status slideout.

Onboarding Portal

UI

Dev tools display accurately in Languages grid.

Onboarding Portal

UI

Info text displays accurately XKM status refresh modal.

Onboarding Portal

UI

Event detail page closes successfully when leaving page with no changes saved.

Onboarding Portal

UI

Profile dropdown in "API Documentation" option translates accurately.

Onboarding Portal

Backend, UI

The following functionalities of the Actions refresh modal perform as expected:

  • Modal displays accurately when configuration refresh is performed for site with no Point of Sale terminal assigned

  • Modal messaging displays accurately with multiple Point of Sale terminals online

  • Modal displays all Point of Sale terminals currently online

  • "/site/status" request performs successfully

Onboarding Portal

UI

The following permissions in Admin>All Roles translate as expected:

  • Admin.People.Item.Delete

  • DataStreamEndpoints.Add

  • DataStreamEndpoints.Delete

  • Drawer.Close.Others

  • export-product-price.Manage

  • export-product-price.View

  • Giftcard.ActivateVariable

  • import-product-price.Add

  • import-product-price.Delete

  • import-product-price.View

  • People.Documentation.Manage

  • People.Roles.Assign

  • Profiling.Endpoints.Access

  • PipelineConfiguration.View

  • product-price.Manage

  • Reporting.Employees.OntheClock

  • Reporting.Employee.Productivity

  • Reporting.Labor.Performance.Summary

  • Reporting.Speed.of.Service

  • VenuesInventory.InventoryCount.Delete

2023-09-28 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-8292, CHANGE-8410 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.91-2

3.8.92

PPT

3.8.45

3.8.50

API Updates

Endpoint

Summary

GET /people/:id

Request fails as expected when permission is invalid.

New Features

Onboarding Portal, PPT

Process, Backend, UI

Created new "SuiteCatering.Accounts.Export" and "SuiteCatering.Accounts.Import" permissions for import/export functionality for users at global and company levels.

Onboarding Portal, PPT

Process, Backend, UI

Created new "Xenial.POS.API" permission for users to manage access to Point of Sale API functionality.

Onboarding Portal

Process, Backend, UI

Created new "cart.View" and "cart.Manage" permissions for users to manage access to Cart API functionality.

Onboarding Portal

Process, Backend, UI

Created new "Reporting.Recipe.Depletions" permission so that Venue Administrators can manage access to Recipe Depletions Report.

Onboarding Portal, PPT

Process, Backend, UI

Created new "Staff.ExtendedShiftData.View" permission so that users can manage access to shift data requests for external systems.

Onboarding Portal, PPT

Process, Backend, UI

Created new "Order.Restrict.Item.Remove" permission so that users can manage access to product deletion functionality.

Improvements

Onboarding Portal

Backend, UI

"Confirm" modal in Data Stream Endpoints displays as expected when value in "Access Token" field is changed.

Onboarding Portal

Backend, UI

"Reputation Service" can be activated successfully in bulk mode.

Onboarding Portal

Backend, UI

Integration Company ID successfully updates automatically on site level after it is updated at company level.

Onboarding Portal

Backend, UI

Deleted sites are disallowed from display as expected.

Onboarding Portal

Backend, UI

"Hourly" value displays as expected in "Frequency" dropdown in Integration Type.

PPT

Backend, UI

Improved administrator role template to include Back Office and reports.

Onboarding Portal

UI

Multi-line text is excluded from "Event Display Name" field as expected when copied from Excel.

Onboarding Portal

UI

"Language Name" and "Language Code" columns display as expected when a language is added.

Onboarding Portal

UI

The following items translate as expected:

  • File Name placeholder in Language Export modal

  • Required Fields validation message in Services>Deputy

  • Data Stream Endpoint types

  • Warning messages in Roles Overrides

2023-09-21| 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-8354 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.90

3.8.91-2

New Features

Onboarding Portal

Process, Backend, UI

Added Vision subscription availability and functionality to global level of "All Services" page and to Company and Site levels.

Onboarding Portal

Process, Backend, UI

Added ability for users to check XKM status on site list, to include consumption and display of station status, Cloud Restore status, and validation for initiating Cloud Restore.

Onboarding Portal

Process, Backend, UI

Enhance corporate culture by adding support for users to manage Point of Sales themes, through addition of new "Additional POS Themes" setting to "Admin Options."

Onboarding Portal

Backend, UI

Added Rich Text Support for "Event Display Name" in calendar.

Improvements

Onboarding Portal

Backend, UI

Services tab is hidden as expected when "Subscriptions.Items.View" is turned off at site level.

Onboarding Portal

Backend, UI

"Data Archive" grid displays accurately and "Restore Archive" functionality performs as expected.

Onboarding Portal

Backend, UI

"New Archive" modal displays accurately and processes correct number of collections to archive.

Onboarding Portal

Backend

Infrastructure improvements to enhance performance and response.

Onboarding Portal

UI

The following items translate as expected:

  • "Custom fields" in Department Code modal

  • "Status" dropdown in Event edit form

  • "Data Exclusion List" in Custom Service

2023-09-11 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-8228 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.88-4007

3.8.90

API Updates

Endpoint

Summary

GET gift-service/current

Requests perform successfully.

New Features

Onboarding Portal

Process, Backend, UI

Enhanced security by adding "SuiteCatering.Suite" Tip Report permission at Company and Global levels.

Onboarding Portal

Backend, UI

Add hyperlink to validation message in "Close Event" page so that users can jump to stand worksheet page.

Improvements

Onboarding Portal

Backend, UI

"Revert Copy Data Operation" reverts data successfully after site is copied.

Onboarding Portal

Backend, UI

Admin permissions and validation messages perform as expected when users without applicable permissions attempt to change loyalty service.

Onboarding Portal

Backend, UI

Services are successfully activated and displayed in bulk mode.

Onboarding Portal

Backend, UI

Site status displays accurately.

Onboarding Portal

Backend, UI

Site list returns and displays accurately.

Onboarding Portal

Backend, UI

Inactive "Gift and Stored Value" product displays on page and isn't sent to "Explore ."

Onboarding Portal

Backend, UI

New and updated contacts have "Receives Reports" enabled as expected while unassigned to site.

Onboarding Portal

Backend, UI

"Event Detail" page closes as expected when no validation messages are required.

Onboarding Portal

Backend, UI

Site Selector in Reporter displays and saves selected sites accurately.

Onboarding Portal

Backend, UI

Point of Sale site count calculates and displays accurately.

Onboarding Portal

Backend, UI

Sites can be added to all Permission Sets and are displayed accurately.

Onboarding Portal

UI

The following items translate as expected:

  • "Messaging Company ID" in Subscriptions>Messaging

  • "UAT" environment option in Freedom Pay

  • Required Fields validation message in "Deputy" service

2023-08-29 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-8227 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.88.4007

3.8.88-4008

Improvements

Onboarding Portal

Backend, UI

Site Selector in Reports accurately reflects user choice of name and number of sites. Preview of report accurately reflects original selection.

2023-08-14 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-8073 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.84-4-2

3.8.88-4

New Features

Onboarding Portal

Process, Backend, UI

Created additional subscription opportunities for external Point of Sale integrators, to be added manually at global, company, and single-site level.

Onboarding Portal

Process, Backend, UI

Added new "Schedules.View" permission to site token configuration.

Onboarding Portal

Process, Backend, UI

Improved Import/Export functionality by creating the new sub-group "Export Price" with the following permissions:

  • "Manage" (export-product-price.Manage)

  • "View" (export-product-price.View)

Onboarding Portal

Process, Backend, UI

Improved Import/Export functionality by creating the new sub-group "Import Price" with the following permissions:

  • "Add" (import-product-price.Add)

  • "View" (import-product-price.View)

  • "Delete" (import-product-price.Delete)

Improvements

Onboarding Portal

Backend, UI

Validation modal display is disabled as expected when user deactivates Freedom Pay service for a site with a peripheral that also has Freedom Pay deactivated.

Onboarding Portal

Backend, UI

Character-limit validation message displays as expected and "Done" button is disabled as expected more than 256 characters are entered in custom Freedom Pay environment.

Onboarding Portal

Backend, UI

Improved endpoint validation process when activating Data Stream sites.

Onboarding Portal

Backend, UI

Eligible sites display as expected when filtered by status.

Onboarding Portal

Backend, UI

Error message displays when user attempts to save additional Point of Sale or Kitchen Management service or update preferred Point of Sale or Kitchen Management service.

Onboarding Portal

Backend, UI

"Done" button is disabled as expected when required fields aren't validated successfully in Loyalty service bulk mode.

Onboarding Portal

Backend, UI

Services are successfully activated and displayed in bulk mode.

Onboarding Portal

UI

"Back Office" button displays successfully in 4-dot menu when "View Company Info" permission is Off.

Onboarding Portal

UI

"Event Display Name" displays successfully in "Events" modal.

Onboarding Portal

UI

The following items translate as expected:

  • All company languages in Language form

  • "Your code did not match" message on multi-factor authorization page

  • Statuses in "Copy Site" modal

  • "Fin de journee" and "Commandes" toggle and site selector

2023-08-07 | 3.8 Cloud Portal

Refer to Change Ticket(s): CHANGE-8041 when speaking with a Team Member about this release.

Component

Current Version

New Version

Onboarding Portal

3.8.84-4

3.8.84-4-2

Improvements

Onboarding Portal

Backend, UI

Improved usability of parameter key by increasing character limit.

2023-08-03 | 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-8010 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.84

3.8.84-4

New Features

Onboarding Portal

Process, Backend, UI

Added functionality allowing one Department Code to be added to individual site inventory to improve accurate tracking of costs and on-hand valuation.

Onboarding Portal

Process, Backend, UI

Added "Business Type" field to Site Details to allow more precise definition of sites.

Onboarding Portal

Process, Backend, UI

Added the following new permissions to "admin," "XPRT-Admin," and "PS-Admin" roles:

  • "Biometric.Skip" allows user to log in to Point of Sale using User ID and PIN if biometric authentication is enabled

  • "Biometric.Decline" allows user to decline fingerprint onboarding

Improvements

Onboarding Portal

Backend

Paytronix loyalty transactions process successfully.

Onboarding Portal

Backend, UI

Tip reports can be consumed accurately from locations with multiple site IDs.

Onboarding Portal

Backend, UI

Deleted alternate languages can be removed successfully from site object.

Onboarding Portal

Backend, UI

"Send all orders" value can be retrieved from Company Settings when Production environment is "Use Company."

Onboarding Portal

Backend, UI

Maximum-length validation messaging appears as needed at Company and Site level.

Onboarding Portal

Backend, UI

Integrator key displays as expected after being revoked.

Onboarding Portal

UI

"Back Office" displays on 4-dot menu when "View Company Info" permission is off and applicable subscriptions and permissions are enabled.

Onboarding Portal

UI

"Remove" button is hidden from modal after data exclusion is successfully removed from Company Services.

Onboarding Portal

UI

"Done" button is active after changes in Company Settings are validated when "Send all orders" toggle is on/off.

Onboarding Portal

UI

The following items translate as expected:

  • Deletion modal in Admin>All People>Delete

  • Validation message in "Merchant Category Code MCC" field in Site>Services

  • "Preset Colors" and "OK" buttons in New Tag>Color Picker

  • Prompt modals in "All Sites"

  • "Email" field in "Reputation Service Configuration" and "Reputation" in "Services"

  • Country names in Site>Phone Number

2023-07-20| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7897 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.81

3.8.81-1002

New Features

Onboarding Portal

Process, Backend, UI

Added functionality enabling assignment of Department Codes to sites so that costs can be more accurately tracked.

Improvements

Onboarding Portal

Backend, UI

Integrator key displays after "Revoke" command.

Onboarding Portal

Backend, UI

Point of Sale and XKS service can be viewed across multiple sites when "Preferred Version" is enabled. "Preferred Version" displays in bulk edit mode.

Onboarding Portal

Backend, UI

Sites, applications, and persons can be deleted by user, with deletions confirmed by success popup message.

Onboarding Portal

Backend, UI

Tip reports can be produced simultaneously from multiple sites with different location IDs.

2023-07-13| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7865 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.77-2001

3.8.81

New Features

Onboarding Portal

Process, Backend, UI

Added "Department Code" functionality to enable department-specific tracking of inventory item costs and on-hand valuation.

Onboarding Portal

Process, Backend, UI

Added validation with corresponding hyperlinks to ensure that related pre-event transfers are not in "Open" status.

Onboarding Portal

Backend, UI

Added Rich Text Support for "Event Display Name" in SuiteSpot calendar.

Onboarding Portal

Process, Backend, UI

Added the following permissions to Admin functions:

  • "Admin.Subscriptions.Item.View" to allow navigation to "All Services" list

  • "Admin.Subscriptions.Items.Edit" to allow navigation to specific service from "All Services" page

Improvements

Onboarding Portal

Backend, UI

Services save successfully after making maximum-length of "Merchant Number" compatible.

Onboarding Portal

Backend

Improved endpoint response times for Company Events requests.

Onboarding Portal

Backend

Improved validation of Endpoints for Datastream sites.

Onboarding Portal

Backend, UI

"Send all orders" toggle in Loyalty Services enables changes to be saved successfully, and its value is retrieved successfully from Company Settings.

Onboarding Portal

Backend, UI

Improved performance of Multi-Factor Authorization.

Onboarding Portal

Backend, UI

Providers can be changed and saved successfully in Loyalty services and "Done" button performs successfully.

Onboarding Portal

UI

The following items translate successfully:

  • Deletion modal in Admin>All People

  • "Merchant Category Code MCC" field in Site>Services

  • Email field in "Restaurant Analytics" and "Reputation" sections in Bulk Site>Service

  • "Preset colors" and "OK" buttons in New Tag>Color Picker

  • Prompt modals in "All Sites" page

  • Country names in Site>Phone Number

  • Statuses in "Copy Site" modal

  • "Fin de journee" toggle and site selector in Datastream

  • Language forms in Company>Languages

  • Text in Multi-Factor Authorization validation messages

2023-07-13| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7863 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.77-2

3.8.77-2-1

Improvements

Onboarding Portal

Backend, UI

Multiple Point of Sale sites can be refreshed as expected.

Onboarding Portal

Backend, UI

Price Point screens display and perform as expected.

2023-07-06 | 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7787 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.76

3.8.77-2

Improvements

Onboarding Portal

Backend, UI

"Send all orders" toggle in loyalty service at company and site levels performs as expected when switched to "ON."

Onboarding Portal

Backend, UI

"Send all orders" value is retrieved as expected from Company Settings.

2023-06-29| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7742 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.74

3.8.76

New Features

Onboarding Portal

Process, Backend, UI

Enhanced system response time by adding support for admin users to run archiver and view information about previous attempts.

Onboarding Portal

Process, Backend, UI

Added "Reset.Cache" permission to allow reset of company-specific and site-specific caches.

Improvements

Onboarding Portal

Backend, UI

Enabled display of Advanced Day Ordering transition menus.

Onboarding Portal

Backend, UI

Paytronix Service Configuration modal displays and perform as expected when new site is created.

Onboarding Portal

Backend, UI

Credentials can be validated as expected when provider is changed to Paytronix Loyalty.

Onboarding Portal

Backend, UI

Edit options in Restaurant Analytics display and perform as expected in bulk mode. Restaurant Analytics can be edited successfully in bulk mode as expected.

Onboarding Portal

Backend, UI

Custom list views are applied as expected when hierarchies are also applied to list.

Onboarding Portal

Backend, UI

Permissions perform as expected in Events.

Onboarding Portal

Backend, UI

Password validation message in Givex subscription displays as expected.

Onboarding Portal

Backend, UI

"Actions" button is hidden as expected to prohibit deletion of Events with "Open" status.

Onboarding Portal

UI

"Varies" message displays as expected in "Access Token" bulk field.

2023-06-22| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7631 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.71

3.8.74

API Updates

Endpoint

Summary

https://webhook.site/a0e240c8-fb4e-4e99-84e8-9e752b50cb93

Validation message appears as expected when access token field is empty after adding new site via "Validate Connection" button.

New Features

Onboarding Portal

Process, Backend, UI

Added "Alternate Languages" tab to Sites to perform following functionality:

  • Delete Language

  • Assign Language

  • Set default and supported Languages

Improvements

Onboarding Portal

Backend, UI

Reporting permission is enabled by default at company level when new company is created.

Onboarding Portal

Backend, UI

"Inherit from Event Type" value is now default setting.

Onboarding Portal

Backend, UI

"Restaurant Analytics" service can be added and saved successfully in bulk mode.

Onboarding Portal

Backend, UI

Data refresh notification is sent to Point of Sale as expected.

Onboarding Portal

Backend, UI

New site can be created as expected using "copy data to" command.

Onboarding Portal

Backend, UI

Expected number of sites are requested in Reporting and displayed in site picker.

Onboarding Portal

UI

Main on/off toggle performs as expected in groups and subgroups.

Onboarding Portal

UI

Warning message displays as expected in Paytronix service modal.

Onboarding Portal

UI

Title displays as expected in "Assign Sites" modal in bulk mode.

Onboarding Portal

UI

Events are sorted by date and custom view saves view with Event Type and Status filters as expected.

Onboarding Portal

UI

Edit forms display as expected in "New Event," "Event Type," and "Event Name."

Onboarding Portal

UI

"Number of Hours prior to Sales Start" field is hidden for existing and new events, with zero as default.

Onboarding Portal

UI

Renamed existing "Back Office" references to "Staff."

Onboarding Portal

UI

Periods display as expected in notifications.

2023-06-15| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7628 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.69

3.8.71

API Updates

Endpoint

Summary

GET/apps

Single GET request called as expected when checking requests count in Apps.

New Features

Onboarding Portal

Process, Backend, UI

Added "Back Office" subscription to global level of "All Services" page and Company level to control access to menu, with access via 4 dots menu.

Onboarding Portal

Process, Backend, UI

Added the following new permissions for admin and PS-Admin roles to manage access to functionality:

  • "View Tips" and "Delete Tips" permissions for management of employee tips at Point of Sale

  • "View Employee Schedules," "Edit Employee Schedules," and "Delete Employee Schedules" for importation of employee schedules

  • "View Kitchen Forecast Data," "Edit Kitchen Forecast Data," and "Delete Kitchen Forecast Data" for data requests from both internal and external systems

  • "View Business Date Updates" and "Delete Business Date Updates" for data received from Point of Sale

  • "Calculate Charge Tips" for tip management requests from both internal and external systems

  • "Add Service Point," "Delete Service Point," "Manage Service Point," and "View Service Point" for environments where single order taker may serve multiple points

  • "View Email Recipients," "Add Email Recipients," "Edit Email Recipients," and "Delete Email Recipients" for service-specific email recipients

  • "KitchenForecast.View," "BusinessDateUpdates.View," "Tips.View," "Workflows.View," and "LaborData.Edit" to support site tokens

  • "View Workflows" and "Delete Workflows" for Point of Sale-generated workflow data requests from both internal and external systems

Improvements

Onboarding Portal

Backend, UI

Required field text displays as expected in "Copy Data From Another Site" modal.

Onboarding Portal

Backend, UI

Permissions functionality in Identity Providers performs consistently as expected.

Onboarding Portal

Backend, UI

Value in "Custom Merchant URL" field displays as expected when environments are switched.

Onboarding Portal

Backend, UI

Custom delivery service is activated and saved as expected when new site is created.

Onboarding Portal

Backend, UI

Service modal is configured as expected for new sites created when service has been previously activated at company level.

Onboarding Portal

Backend, UI

Site is inactive in "Reputation" as expected after disabling analytics service in bulk mode.

Onboarding Portal

Backend, UI

Events and Events Detail pages close as expected when leaving with no changes.

Onboarding Portal

Backend, UI

Event list request displays and performs as expected.

Onboarding Portal

Backend, UI

Changed field requirement for the following:

  • Advanced Day Order fields now optional when site has Suite Catering enabled

  • Event Day Order fields now always optional

Onboarding Portal

UI

"Email messaging" box is checked when "Messaging" subscription is activated.

Onboarding Portal

UI

Multi-Factor Authentication emails translate as expected.

Onboarding Portal

UI

Error messages on Multi-Factor Authorization page display as expected.

Onboarding Portal

UI

"Access Esper Console" permission displays as expected.

Onboarding Portal

UI

Grid and checkbox columns in "Tools/Languages" display as expected.

Onboarding Portal

UI

Type values, "Required" field, and "Gift Type" message in Custom Services.

Onboarding Portal

UI

The following elements in Sites>Services translate as expected:

  • Service activated/deactivated messages

  • Moneris Merchant ID fields

  • "Assign Sites" and "Service" modals, deletion prompt, "Remove" and "Add Service" buttons

  • 3-dots menu for sites not supporting bulk flow

Onboarding Portal

UI

The following elements in Events translate as expected:

  • "Reset," "Apply," "Search" buttons; "Select All," "Closed," "Open," "Pending" status in Events>Popup

  • Advanced Day Ordering/Event Day Ordering sections; Event Date, "No Results Found," "0 Sites Assigned" messages; "Message" and "Continue" buttons in Create Event

  • "Assign Sites" and "Service" modals; deletion prompt, "Remove" and "Add Service" buttons

  • 3-dots menu for sites not supporting bulk flow

Onboarding Portal

UI

The following elements in Sites translate as expected:

  • Supported fields in "Help"

  • "Search" in popup

  • Types in Site Details

  • "Use Company Settings" and "Custom" in Site Details>Support Phone Number

  • "Refresh Data" in Select Site popup

Onboarding Portal

UI

The following elements in Company Settings translate as expected:

  • Support phone number

  • Custom Loyalty service

  • Uber Eats, Bottlerocket fields

  • Fields in Subscriptions>Messaging

Onboarding Portal

UI

The following elements in Roles translate as expected:

  • "Services" in Select Role

  • Role templates in New Role

  • "Copy Section From" modal

Onboarding Portal

UI

"Roles," "Users," "User Group" translate as expected in the following sections in Settings and Tools:

  • User Management

  • Company Settings

  • Custom Services

  • Custom Fields

  • Datastream Endpoints

  • Site Hierarchies

  • Download Xenial

  • Languages

Onboarding Portal

UI

The following entities translate as expected:

  • Statuses in Copy Site modal

  • Datastream toggle and site selector

  • Company Language form

  • "All" in Company list

  • Footer text

  • "Tags to Add" and "Select Tags" in Assign Tags modal

  • "Configuration Only," "Cloud Restore," and current online terminal message in Refresh Data modal

  • Pagination for "All Sites" and "All Integrators" pages

  • Text in Clear Data modal

  • "Operation is currently unavailable" error message on login page

  • Placeholder in Add Application modal in All Applications

  • Select Company>Site Count

  • Types in Admin>All Services

2023-06-01| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7545 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.66

3.8.69

API Updates

Endpoint

Summary

https://uat-green-order-us-east-1.xenial.com/order/v1/publish-external

Sends data as expected.

New Features

Onboarding Portal

Process, Backend, UI

Added capability to automatically continue Suite Catering service at site level when re-subscribed at company level.

Onboarding Portal

Process, Backend, UI

Added ability for users to show/hide Suite Catering option in four-dots menu.

Onboarding Portal

Process, Backend, UI

Added the following new permissions:

  • "Void" permission to enable option to void transfers during event and outside event

  • "Begin Count," "Expected QTY," and "Adjustment" permissions to enable hiding columns in Stand Worksheets

Improvements

Onboarding Portal

Backend, UI

New user can be added via "Add Roles" modal as expected.

Onboarding Portal

Backend, UI

Loyalty service can be added to Services grid as expected.

Onboarding Portal

Backend, UI

Site quantity displays as expected in "Site" column and "Edit Assigned Sites" modal when user group contains site hierarchy.

Onboarding Portal

Backend

Portal API references roles as expected when assigning roles.

Onboarding Portal

Backend

"Copy Data" performs as expected.

2023-05-22 | 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7452 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.65

3.8.66

New Features

Onboarding Portal

Process, Backend, UI

Added new "Order Confirmation Feed" service for users at the global level via the "All Services" page, at the company level, and in single-site and bulk-site flow.

Improvements

Onboarding Portal

Backend

Terminal Time Status message displays as expected.

Onboarding Portal

Backend, UI

"This field required" error message displays as expected when copying site data.

Onboarding Portal

Backend, UI

Error message displays as expected in "Access Token" bulk field.

Onboarding Portal

UI

The following items/objects translate as expected:

  • Popup menu in User Management>Users>Actions>Edit Assigned Sites

  • Field names, dropdowns, and placeholders in Admin>All Companies>Add Company

  • Pagination in Admin>All People

2023-05-15 | 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7413 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.64

3.8.65

Improvements

Onboarding Portal

Backend, UI

"CTRL+A" command performs as expected in Builder workspace.

Onboarding Portal

Backend, UI

"Device Management Activation Key" bulk field name displays as expected.

Onboarding Portal

Backend, UI

"Access Token" bulk field and "access_token" display as expected in Data Stream Endpoints.

Onboarding Portal

Backend, UI

Loyalty credentials in Paytronix are validated as expected in "Sandbox" environment.

Onboarding Portal

Backend, UI

Manual changes to Event Date/Time are saved as expected.

Onboarding Portal

UI

"This field is required" message displays as expected in Destination Mapping.

Onboarding Portal

UI

"Site Name" displays as expected.

2023-05-04 | 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7412 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.63

3.8.64

New Features

Onboarding Portal

Process, Backend, UI

Created the following permissions to allow those with "PS-Admin" and "admin" roles to view, archive, restore, and rearchive historical data:

  • "View Archive Data"

  • "Manage Archive Data"

  • "Purge Archive Data"

Improvements

Onboarding Portal

Backend, UI

Validation message is absent as expected if "Type" is SQS when creating new Data Stream endpoint.

Onboarding Portal

Backend, UI

"Validation failed" message displays as expected when site save fails in "Access Token" bulk field.

Onboarding Portal

UI

Validation message "This field is required" displays as expected.

Onboarding Portal

UI

"Sites/Hierarchies" message displays as expected when creating User Group.

Onboarding Portal

UI

New users are shown as expected on "Users" page after saving.

Onboarding Portal

UI

The following items translate as expected:

  • Text in "Alternate Language"

  • Environment values in "Loyalty"

  • Components in "Copy site" modal

2023-05-01| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7352 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.61

3.8.63

Improvements

Onboarding Portal

Backend, UI

"Merchant Category Code" field and all required error messages display as expected in Customer Intelligence.

Onboarding Portal

Backend, UI

"Delete User" modal displays as expected in User Management.

Onboarding Portal

Backend, UI

Validation messaging displays as expected and "Done" button is disabled as expected when editing Genius Gateway sites with active peripherals in bulk mode.

Onboarding Portal

Backend, UI

Sites with active Data Stream endpoints are validated and saved as expected when using "Access Token" bulk field.

Onboarding Portal

Backend

Odata queries with "$filter", "$orderby", "$skip", and "$top" are returned as expected.

Onboarding Portal

Process, Backend, UI

The following permissions in "PS-Admin" role are enabled as expected :

  • "Demographics.User"

  • "Emarketing.User"

  • "DataStreamEndpointsManage"

Onboarding Portal

UI

The following items translate as expected:

  • Integrator Key permissions in "All Integrators" under Admin

  • "Resend Data" modal in "DataStream Endpoints"

  • Text in "Reset Password" page

2023-04-27| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7317 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.60

3.8.61

Improvements

Onboarding Portal

Backend, UI

User is able to create Restaurant Training Labs as expected.

Onboarding Portal

Backend, UI

Deleted users remain removed from User Groups as expected.

Onboarding Portal

Backend, UI

Users' new email addresses are returned as expected.

2023-04-24| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7272 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.56-2

3.8.60

API Updates

Endpoint

Summary

https://qa-xprtbackend.xenial.com/token/idp/email/<email address here>

Returns base URL without region details as expected.

New Features

Onboarding Portal

Process, Backend, UI

Added support to enable bulk editing of "Access Token" field, with validation at site level.

Onboarding Portal

Process, Backend, UI

Improved user flexibility by expanding "Copy Data From" operation to include "Update and Append" and "Replace All" functionality.

Onboarding Portal

Process, Backend, UI

Created optional "Start Date" and "Start Time" fields to improve functionality of Advance Day Ordering.

Onboarding Portal

Process, Backend, UI

Added following permissions to Pipeline group to enable management of Personally Identifiable Information in Data Stream service:

  • "PIIFields.View" to allow providing information about a configured list of PII fields

  • "PIIFields.Add" to allow creation of a new set of PII fields

  • "PIIFields.Edit" to allow changing existing list of PII fields

  • "PIIFields.Delete" to allow removal of existing lists of PII fields

Onboarding Portal

Process, Backend, UI

Added following permissions to Pipeline group to enable management of calculated labor data from third party systems:

  • "LaborData.View" to allow viewing existing calculated labor data

  • "LaborData.Edit" to allow creating or editing calculated labor data

  • "LaborData.Delete" to allow removal of calculated labor data

Improvements

Onboarding Portal

Backend, UI

Edit service modal displays as expected when switching environments.

Onboarding Portal

Backend, UI

Made "Site Count" column in User list hidden by default.

Onboarding Portal

Backend, UI

Custom language selection is applied after logout as expected.

Onboarding Portal

Backend, UI

Updated warning message for canceled transfers with addition of "Any Pre-Event Transfers not submitted yet will be canceled once the event is open."

Onboarding Portal

Backend, UI

Number of Point of Sale devices populates as expected after "Refresh POS Data" command.

Onboarding Portal

Backend, UI

Validation message appears as expected after non-unique Store ID value is submitted in "Enter Unique Store ID."

Onboarding Portal

Backend, UI

Sites column displays as expected in "Data Stream Endpoints."

Onboarding Portal

Backend, UI

Descriptions for all permissions in "New Role" under User Management are translated as expected.

Onboarding Portal

Backend, UI

Messaging displays as expected when "Preferred Language" selection differs from default language.

Onboarding Portal

Backend, UI

Messaging displays as expected if all alternate languages are assigned to site.

Onboarding Portal

UI

The following items and fields in "Sites>Services" translate as expected:

  • "Refresh Menu" button in Delivery Service

  • "Merchant Legal Name"

  • "Environment" values in Genius and Loyalty

  • "PayPal" and "Paytronix"

  • "Restaurant Analytics"

Onboarding Portal

UI

The following items and fields in "Company" translate as expected:

  • "Language form" in "Languages

  • "New Site" in "Sites"

  • "Add field" in "Custom fields"

  • "Create User" in "Users"

Onboarding Portal

UI

The following items and fields in "Admin" translate as expected:

  • Active and Token Expiration columns in "Integrator Form"

  • "DoorDash" when adding Service to Company

  • "Add People" form in "All People"

  • Permissions dropdown in "Create Role"

  • "Role" messaging in "All Roles"

  • "Paytronix," "Macromatix," and "Edit PayPal QR Code," toast text when removing company, and "Add Company" validation messaging when adding company in "All Companies"

Onboarding Portal

UI

The following items and fields translate as expected:

  • Loyalty environment values in "Company Settings"

  • "Support USER Pin" in "Site Status"

  • Confirmation modal for unsaved data when adding endpoint in "Data Stream Endpoints"

  • Error messaging in "MFA"

  • "Fin de journee" toggle and site selector in "Data Stream" and "Points d'extremite de flux de donnees"

  • Site status modifier button text when preferred language is French

  • "Alternate Language" in Site

  • "Copy Site" modal in Sites

  • Information messages in "Role"

  • "Use Crowdin custom language" in Account Settings

  • Online indicator for terminals

  • "Deleted view" and "No rows to show" in Roles under User Management

  • "Sites" in "Custom Fields" under Settings and Tools

  • "Restaurant Analytics" button

  • Error messaging in "Create Event"

  • Calendar in "Add Release" form

  • "Copy site" modal statuses

  • User name in "Remove user" modal

  • "Create Integrator" dropdown and number of business rules in "All Integrators"

  • "Add Brand" menu in "All Brands"

2023-04-17| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7298 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.56-2

3.8.56-5

Improvements

Onboarding Portal

Backend, UI

Site hierarchy displays in "Site Hierarchies" tab as expected for users without "AllSitesAccess" permission.

2023-04-12 | 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7234 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.56

3.8.56-2

New Features

Onboarding Portal

Process, Backend, UI

Added the following permissions for Company Administrator, admin, and PS-Admin roles:

  • "Pricing-Rule.Manage" to allow management of pricing rule configuration and associated site mappings

  • "product-price.Manage" to allow editing product and modifier prices, price points, and child-item pricing rule values within Product and Modifier edit forms and Pricing Updates grid.

2023-04-10| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7227 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.49

3.8.56

API Updates

Endpoint

Summary

https://content-builder-api-dmb.xenialqa.net/v2/contents

Selected Site is applied as expected.

New Features

Onboarding Portal

Process, Backend, UI

Added support for internal services to configure and utilize Single Sign-On authorization.

Onboarding Portal

Process, Backend, UI

Created permissions to allow internal services to configure and utilize "Speed of Service Performance" report in Mobile Manager.

Onboarding Portal

Process, Backend, UI

Created limited permissions to allow integrators without Company Administrator status to assign roles to company users.

Onboarding Portal

Process, Backend, UI

Added support for users with Altametrics subscription to configure "Calculation Values" to enhance functionality of AnyConnector API.

Improvements

Onboarding Portal

Backend, UI

Reduce redundancies in Site Selector display.

Onboarding Portal

Backend, UI

"Loyalty" service is absent from four-dots menu as expected when service is unactivated.

Onboarding Portal

Backend, UI

"Suite Catering Floor Plan" displays as expected when company is subscribed to Suite Catering.

Onboarding Portal

Backend, UI

"Enhanced Security Key" and "Device Management Activation Key" display as expected when Freedom Pay service is active.

Onboarding Portal

Backend, UI

"Environment" field populates and displays as expected when Freedom Pay Service is active.

Onboarding Portal

Backend, UI

Site/hierarchy assignments within User Groups display as expected.

Onboarding Portal

Backend, UI

Error messaging displays as expected when changes are saved in "Services."

Onboarding Portal

Backend, UI

Error messaging displays as expected when user email or password is incorrect.

Onboarding Portal

Backend, UI

Correct permissions remain active when "PS-Admin" role is updated.

Onboarding Portal

Backend, UI

Error messaging displays as expected when event form is closed without changes.

Onboarding Portal

Backend, UI

"POS Version" displays as expected within Site Selector.

Onboarding Portal

Backend, UI

"Voice Assistant" button displays as expected in four-dots menu for Company with Voice Ordering subscription.

Onboarding Portal

UI

Validation message in "Create User" translates as expected.

Onboarding Portal

UI

Company Administrator Role dropdown menu in "Roles" translates as expected.

Onboarding Portal

UI

MFA error message in "All People" in Admin translates as expected.

Onboarding Portal

UI

"Available by" and "Condition" values translate as expected in All Services.

Onboarding Portal

UI

"Generate Integrator Key" modal translates as expected in All Integrators.

Onboarding Portal

UI

Validation for already-added user translates as expected in Company user form.

Onboarding Portal

UI

"Downloads" modal translates as expected in Download Xenial.

Onboarding Portal

UI

"Add Alternate Languages" modal translates as expected in Alternate Language.

Onboarding Portal

UI

"New Tag" and confirmation modal for deletion translate as expected in Tag Manager.

Onboarding Portal

UI

Dots in "Custom Services" translate as expected.

Onboarding Portal

UI

Dots in "Company Settings" translate as expected.

Onboarding Portal

UI

Dots in "Change Password" page translate as expected.

Onboarding Portal

UI

Dots in "Add new application" in All Applications translate as expected.

Onboarding Portal

UI

The following items in Data Stream Endpoints translate as expected:

  • "Access Token" bulk field

  • "Endpoint already exists" validation message

  • Validation message for Target Endpoint field

  • Bulk fields when new "Type=SQS"

  • "Sites" in Assign Sites

  • "Workflow" in New Endpoint

  • "Order States" and "Order Types" in Orders

  • "Deposit Status" in Deposits

  • "Drawer Event Type" in Drawers

Onboarding Portal

UI

The following items in Languages translate as expected:

  • "Actions" dropdown

  • Deletion prompt

  • Buttons in "Add Language" modal

  • Import modal and import modal validation

Onboarding Portal

UI

The following items in Custom Fields translate as expected:

  • "Create" button in "Add New Section"

  • "Custom Fields" text

  • Dots in "Add Section"

Onboarding Portal

UI

The following items in All Companies translate as expected:

  • Parent dropdown when adding Level in "Create Hierarchy"

  • Modal text when removing Company

  • Subscriptions and Services titles and grids

  • Edit button in Subscription>Messaging

  • Edit button and error messages in "Deputy" and "Avalara"

2023-03-15| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-7056 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.46

3.8.49

New Features

Onboarding Portal

Backend, UI

SNS sent when a company subscribes or unsubscribes to Venues Inventory or Suite Catering.

Improvements

Onboarding Portal

UI

Languages and country names display in user's local language.

Onboarding Portal

Backend, UI

Added encryption error handling for "partner_key" so that subscriptions save as expected.

Onboarding Portal

UI

Message alerting that user's language is different from default language displays as expected.

Onboarding Portal

UI

Modal asking user if they wish to update their language to manually selected language displays as expected.

Onboarding Portal

Backend, UI

Customized language is applied after logout as expected.

Onboarding Portal

UI

Company level permission description displays as expected.

Onboarding Portal

UI

"Done" button performs as expected if "Environment" is changed in Company settings.

Onboarding Portal

UI

Default value displays as expected in "Environment" field for sites in Bulk mode.

Onboarding Portal

UI

Required validation displays as expected for "Store ID" field in Bulk mode.

Onboarding Portal

UI

Fields in Edit Service modal display as expected.

Onboarding Portal

UI

Permission UI names display as expected in "Product Price" permission group.

Onboarding Portal

UI

Validation message for tips displays as expected in "PayPal QR Code."

Onboarding Portal

UI

Placeholder for service URL displays as expected within GrubHub and Uber Eats services.

Onboarding Portal

UI

The following fields/objects are translated as expected:

  • Suite Catering Services field in Services

  • "Permissions Assigned" field in User Roles

  • Order states and Order types in Settings and Tools

  • "Add" in Settings and Tools>Filters

  • "Create" button in Settings and Tools>Custom Fields

2023-03-05| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6881, CHANGE-6913, CHANGE-6994, CHANGE-7009 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.33

3.8.46

API Updates

Endpoint

Summary

/events

Price point information sends as expected.

https://qa-xprtbackend-us-east-1.xenial.com/v1/companies

Status codes display as expected.

GET/companies/company_id/events

Data displays for requested company as expected.

New Features

Onboarding Portal

Process, Backend, UI

Added permissions for "Physical/Terminal Sales Report" and "Sales Over Short Report."

Onboarding Portal

Process, Backend, UI

Consolidated permissions by creating new "Inventory on Hand Report" functionality.

Onboarding Portal

Process, Backend, UI

Added support for Event Close Validation messaging.

Onboarding Portal

Process, Backend, UI

Created "External Applications" group and added support for the following permissions:

  • View

  • Add

  • Manage

  • Delete

Improvements

Onboarding Portal

Backend, UI

Data Refresh updates all selected sites as expected.

Onboarding Portal

Backend, UI

Creating/updating/deleting Events omits price point data as expected.

Onboarding Portal

Backend, UI

DoorDash deactivation functionality performs as expected.

Onboarding Portal

Backend, UI

"welcome/set initial password" and "reset password" emails are sent as expected.

Onboarding Portal

Backend, UI

"Custom Merchant URL" and "Location Key" fields in loyalty program display and perform as expected.

Onboarding Portal

Backend, UI

"Default Option" page displays and performs as expected when "Create Role" button is utilized.

Onboarding Portal

Backend, UI

Price Point and ADO Price Point popups display Base Price as expected.

Onboarding Portal

Backend, UI

Price Point and ADP Price Point settings display as expected when event status is updated.

Onboarding Portal

Backend, UI

"people/{person_id}" requests are validated as expected for global users not added at company level.

Onboarding Portal

Backend, UI

"Bottlerocket" service displays as expected when "Excluding the Following" is enabled.

Onboarding Portal

Backend, UI

Empty phone number fields perform as expected when "Reputation" service is activated.

Onboarding Portal

Backend, UI

Validation messaging in "Password" field displays and performs as expected.

Onboarding Portal

Backend, UI

Default description for "Digital Menu Board Service" displays as expected when adding subscriptions.

Onboarding Portal

Backend, UI

Event sorting by date performs and displays as expected.

Onboarding Portal

Backend, UI

Changes to Site Hierarchies save successfully as expected.

Onboarding Portal

Backend, UI

Users can successfully complete "Resend Data" function within a Data Stream endpoint as expected.

Onboarding Portal

Backend, UI

Point of Sale terminal displays Event time as expected.

Onboarding Portal

UI

Serverless Stack UI displays as expected.

Onboarding Portal

UI

"ADO Price Point field is hidden when Suite Catering is disabled.

Onboarding Portal

UI

In Freedom Pay, user is able to select value in "Environment" dropdown as expected.

Onboarding Portal

UI

"Mobile Manager" displays as expected in four-dots menu.

Onboarding Portal

UI

"Measures" permission displays as expected.

Onboarding Portal

UI

The following items in "Settings and Tools" translate as expected:

  • Order states

  • Order types

  • "Add" in Add Filters option

  • "Create" button

  • Sites in "Assign Sites" modal

  • "Workflow"

Onboarding Portal

UI

The following items in "Company>Languages" translate as expected:

  • Export tab

  • Import tab

  • Deletion process modal

  • Info messages

  • "Actions" dropdown and associated values

  • Deletion prompt

  • "Add Language" modal

2023-02-15| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6913 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.37

3.8.40

API Updates

Endpoint

Summary

GET /companies/company_id/events

Data displays for requested company as expected.

New Features

Onboarding Portal

Process, Backend, UI

Added permissions for "Physical/Terminal Sales Report" and "Sales Over Short Report."

Improvements

Onboarding Portal

Backend, UI

Users can successfully complete "Resend Data" function within a Data Stream endpoint as expected.

Onboarding Portal

Backend, UI

Point of Sale terminal displays Event time as expected.

Onboarding Portal

UI

Serverless Stack UI displays as expected.

Component

"ADO Price Point" field is hidden when Suite Catering is disabled.

2023-02-05| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6845 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.24

3.8.33

New Features

Onboarding Portal

Process, Backend, UI

Added functionality to "Copy Data From" operation to include user prompts to "Update and Append" and "Replace All" in order to give integrators more flexibility while transferring data.

Onboarding Portal

Process, Backend, UI

Added functionality for integrators to set up Givex loyalty subscriptions.

Improvements

Onboarding Portal

Process, Backend, UI

Password is encrypted in Givex loyalty subscription as expected.

Onboarding Portal

Backend, UI

"Password" and "Currency" fields in Givex loyalty subscription display and perform as expected.

Onboarding Portal

Backend, UI

Site values in Freedom Pay display and perform as expected.

Onboarding Portal

Backend, UI

Custom URLs in Freedom Pay display and perform as expected after saving "Company Settings."

Onboarding Portal

Backend, UI

"Save" button is disabled while data loads in bulk and single edit modes.

Onboarding Portal

Process, Backend

Email confirming email update performs as expected.

Onboarding Portal

Backend, UI

Company subscriptions are enabled and display as expected.

Onboarding Portal

UI

Serverless Stack UI displays as expected.

Onboarding Portal

UI

The following Freedom Pay UI features display and perform as expected:

  • Tooltips in "Store ID," "Enhanced Security Key," and "Device Management Activation Key

  • Dots in "Enhanced Security Key" and "Device Management Activation Key" fields

  • "Device Management Activation Key" field name

  • Grey fields in bulk flow

  • Information message in bulk flow

2023-01-25| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6756 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.19

3.8.24

Improvements

Onboarding Portal

UI

UI improvements.

Onboarding Portal

Backend, UI

PayPal QR Code service activates on company level as expected.

Onboarding Portal

Backend, Process

Added support for integrator assignment of Price Points to Events.

Onboarding Portal

Backend

Portal node version upgraded.

Onboarding Portal

Backend, UI

In Freedom Pay, "Use Company Settings" displays as default value for "Environment" field in bulk mode as expected.

Onboarding Portal

Backend, UI

Freedom Pay service is removed as expected from grid in bulk mode when company is removed from service.

2022-12-21| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6497 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.8.7

3.8.11

New Features

Onboarding Portal

Backend, UI

Created new API to support bulk linkage of people with sites.

Improvements

Onboarding Portal

Backend, UI

All active sites in "Events" display as expected.

Onboarding Portal

Backend, UI

"Event Date" error messages display in "Events" as expected.

Onboarding Portal

Backend, UI

"Merchant ID" field displays as expected in Moneris Service Configuration.

Onboarding Portal

Backend, UI

User remains in user groups for different companies after deletion from one company.

Onboarding Portal

Backend, UI

"No results found" message in "Events" displays as expected.

Onboarding Portal

Backend, UI

"Advanced Day Ordering" (ADO) and "Event Day Ordering" (EDO) sections in "Events" display as expected.

Onboarding Portal

Backend, UI

"Unavailable for Multi-Site Editing" message in "Services" displays as expected.

Onboarding Portal

Backend, UI

Service modal in "Services" displays as expected.

Onboarding Portal

Backend, UI

"0 Sites Assigned" message in "Events" displays as expected.

Onboarding Portal

Backend, UI

"All" message displays in Company list as expected.

Onboarding Portal

Backend, UI

Change of Event status from "Pending" to "Open" performs as expected.

Onboarding Portal

Backend, UI

Improvements made to UI display issues.

Onboarding Portal

Backend, UI

Event selector filters can remove all filters as expected.

Onboarding Portal

Backend, UI

"Transition Cutoff Date", "Transition Cutoff Time," and "Transition Menu" fields are hidden in Advanced Day Ordering (ADO).

Onboarding Portal

Backend, UI

Disabled "Open Event" option in dropdown menu when Event is in "Closed" status.

Onboarding Portal

Backend, UI

Changes are saved in deactivated XKS subscription as expected.

Onboarding Portal

Backend, UI

Events save as expected.

Onboarding Portal

Backend, UI

"Service is activated /deactivated" message in "Sites" displays as expected.

Onboarding Portal

Backend, UI

"Select All", "Closed", "Open", and "Pending" fields in "Events" display as expected.

Onboarding Portal

Backend, UI

"Reset" and "Apply" buttons and "Search" field in "Events" display as expected.

Onboarding Portal

Backend, UI

"Support Phone Number" status in "General" displays as expected.

Onboarding Portal

Backend, UI

"Supported Fields" field in "Sites" displays as expected.

Onboarding Portal

Backend, UI

"Deactivate Services" dialogue box in "Services" displays as expected.

Onboarding Portal

Backend, UI

Company's preferred language displays as "Alternate Language" as expected.

Onboarding Portal

Backend, UI

Deletion prompt and "Remove" button in "Services" display as expected.

Onboarding Portal

Backend, UI

"Preferred Language" in "Company" settings displays as expected.

Onboarding Portal

Backend, UI

"Edit" option in "Actions" dropdown and 3-dot menu in "Events" display as expected.

Onboarding Portal

Backend, UI

User can be assigned to all selected sites as expected.

2022-12-11| 3.8 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6495 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.108

3.8.7

Improvements

Portal

Backend, UI

Language names display as expected with the addition of two new fields: "preferred_language_native_name" and "alternate_languages.native_name."

Portal

Backend, UI

Added company-preferred language field to site objects.

Portal

Backend, UI

Delete Role warning popup displays as expected.

Portal

Backend, UI

System text displays as expected.

Portal

Backend, UI

Increased Time To Live for site groups to 3 days.

Portal

Backend, UI

Event Status Change and post-event transfers perform as expected.

Portal

Backend, UI

Files larger than 2 MB can be uploaded to Portal.

Portal

Backend, UI

Event dates in error messages display as expected.

Portal

Backend, UI

Pending events close and save as expected.

Portal

Backend, UI

"Open Event" button in confirm popup displays as expected.

2022-12-01 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6487 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.99

3.7.108

New Features

Portal

Backend, UI

Added the "Payment Router" service to the available company and site level subscription services.

Portal

Backend, UI

Added the Event Selector to reports, including filtering to find events by type, date, and other search criteria.

Portal

Backend, UI

Added an "available_sites" field to the "/events" endpoint response, allowing integrators to get all sites associated with an event.

Improvements

Portal

Backend

Existing users can log into the New Messaging UI as expected.

Portal

Backend, UI

Users can view and access all sites to which they are assigned as expected, and these sites are all displayed on the user edit form.

Portal

Backend, UI

The contact edit form saves and displays user inputs as expected.

Portal

Backend, UI

Users' ability to view and manage contacts is determined and restricted by the relevant permissions as expected.

Portal

Backend, UI

The "Contacts" tab saves user changes to a contact's "Receives Reports" setting as expected.

Portal

Backend, UI

The "Contacts" tab display the "Actions" dropdown and required field validation as expected.

Portal

Backend, UI

The "Contacts" grid filters items based on "Search" field inputs as expected.

Portal

Backend, UI

The user dropdown includes the "Change Company" option after a page refresh as expected.

Portal

UI

The "Add Section" popup on the custom field builder displays button names as expected.

Portal

Backend, UI

The "Role Overrides" edit page loads as expected with custom language settings enabled for the user's account.

Portal

Backend, UI

Menu updates are published to all expected third party delivery services.

Portal

Backend, UI

The "Delete Role" modal displays and accepts user inputs as expected.

Portal

Backend, UI

The select event button on the Event Selector modal works as expected.

Portal

Backend, UI

Users can activate the "Macromatix" service from the "Services" tab of company settings as expected.

Portal

Backend

Updated event logs to divide log groups by service.

2022-11-06 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6382 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.92

3.7.99

New Features

Portal

Backend, UI

Added a "Contacts" tab to the site edit form, allowing users to add and manage contacts who can receive reports by email, including the following fields:

  • First Name

  • Last Name

  • Email

  • Company

  • Receives Reports

Portal

Backend, UI

The Site Selector can filter the sites it displays by type, either excluding or limiting results to specific types of sites.

Portal

Backend, UI

Users can upload event images with the new "Event Image" modal on the events edit form.

Portal

Backend

Catering Suite user creation verifies email addresses through the Portal API.

Improvements

Portal

Backend

Portal log events for incoming http requests include POST/PUT endpoint payload info.

Portal

Backend

Removed extraneous email data.

Portal

Backend, UI

The site settings page accepts and saves user inputs for the "Support Phone Number" field as expected.

Portal

Backend, UI

Support users can log into POS Support Mode as expected.

Portal

UI

The "Delete Brands" and "Add Brand" popups display text as expected.

Portal

Backend, UI

Integrator tokens allow access to sites and data for the expected companies for all endpoints.

2022-10-30 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6316 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.89

3.7.92

New Features

Portal

Backend, UI

The "Copy Data From" site duplication functionality does not update existing configurations for Data Stream endpoints, and leaves the new site disabled by default.

Portal

Backend, UI

Added an Event Selector for reports, allowing users to filter reporting results.

Improvements

Portal

Backend, UI

Infrastructure improvements.

Portal

Backend

Updated log events for incoming http requests with payload info.

Portal

Backend, UI

User profiles maintain the "Preferred Language" setting as expected when the user logs in without setting a preferred language language value on the login page.

Portal

Backend, UI

Users can delete site hierarchies on the user group edit form as expected.

Portal

Backend, UI

Users can remove a site from a hierarchy on the site hierarchy edit form as expected.

Portal

Backend, UI

The site settings page accepts and saves user inputs for the "Support Phone Number" field as expected.

2022-10-23 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6256 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.83

3.7.89

New Features

Portal

Backend, UI

Implemented the Portal's user authentication and management functionality for XCAT and the Suite Spot app.

Improvements

Portal

UI

Preferred language settings apply to the user's system dropdown menu as expected.

Portal

Backend

Users can set different "Access API link" and "Access Token" values in individual sites through the Deputy service as expected.

Portal

Backend, UI

Sites and terminals with mismatching time zones configured display site status warnings and errors as expected.

Portal

Backend, UI

The QR code service configuration modal displays and accepts user inputs as expected.

Portal

Backend, UI

The "Search" field on the "Sites" grid filters grid entries as expected.

Portal

Backend, UI

Users can import and export language files from the "Languages" grid as expected.

Portal

Backend, UI

Users can edit and save the "Event Type" field of existing events from within the events edit form as expected.

Portal

Backend

The events edit form maintains the company ID in the page URL during a page refresh as expected.

Portal

UI

The "Last Updated" info section on the events edit form displays the username as expected.

Portal

Backend, UI

The "General" section of the events edit form displays data and time fields as expected.

Portal

Backend

Users can activate a "Configuration Only" data refresh for the POS and XKM services as expected.

Portal

Backend, UI

Disabling the "Voice Ordering" service for a company removes the service from all of the company's sites as expected.

2022-10-12 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6210 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.76-1

3.7.83

Improvements

Portal

Backend, UI

Infrastructure improvements.

Portal

Backend, UI

Users can save site hierarchies in bulk mode for up to 4000 sites as expected.

Portal

Backend, UI

Users can access the API Documentation site from the top right dropdown menu as expected.

Portal

Backend, UI

When either XKM or XPOS has the "Cloud Restore" permission disabled, the Refresh Data popup locks the "Service" field to the service that still has the permission enabled.

Portal

Backend, UI

The "Revert Copy" function displays the progress bar popup as expected.

2022-10-09 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6222 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.74

3.7.76-1

New Features

Portal

Backend, UI

Added site-level bulk functionality for merchant-specific loyalty services.

Improvements

Portal

Backend, UI

Users can refresh XPOS and XKM configuration data as expected.

Portal

Backend, UI

Updated site token and terminal status requests to run only when a site's panel is opened or if the site or terminal is online.

2022-10-03 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6203 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.57

3.7.74

New Features

Portal

Backend, UI

Added functionality for translating the Portal UI into different languages, including allowing users to select a language on the login page.

Improvements

Portal

Backend

Infrastructure improvements.

Portal

UI

The 4 dots menu includes the "Messaging" button as expected when the "New Messaging UI Enabled" option is turned on in company settings.

Portal

UI

The "All Services" grid displays fields for the "Messaging" subscription service as expected.

Portal

UI

The "Refresh Data" popup displays a message with the site's current online terminals as expected.

Portal

Backend

The "Copy Data To" function automatically sets the new site's "Preferred Language" field as expected.

Portal

Backend

Users can update their email address in Deputy as expected.

Portal

Backend, UI

All custom loyalty services have their "type" field set to "loyalty" in the Portal UI as expected.

Portal

Backend

Users can enable POS and XKS services by site as expected.

Portal

Backend, UI

Portal applies each user's preferred language to the UI as expected.

Portal

Backend, UI

The sidebar on the "Sites" page displays site status as expected for sites with custom languages enabled and an online POS terminal.

Portal

Backend, UI

The "Sites" grid displays all sites for a company as expected.

2022-09-21 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6111 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.48

3.7.57

New Features

Portal

Backend, UI

For companies with a Suite Catering subscription, users can set whether or not an event appears in SuiteSpot with the "Display in SuiteSpot" toggle on the event edit form.

Improvements

Portal

Backend

User emails and roles can be updated as expected.

Portal

Backend

The Online Ordering service is enabled by default for all existing companies and sites.

Portal

Backend

Copying a site with an "Altametrics" subscription maintains the "partner_key" field as expected.

Portal

UI

The "USER MANAGEMENT" tab is hidden for users without the appropriate permissions.

Portal

Backend

Company settings maintain the active state of the "Enabled" toggle for QR code payment services when the user links the subscription to a merchant.

Portal

UI

The login page automatically routes users with only one assigned company to that company's page.

Portal

Backend, UI

Users can update site versions of POS and XKM in bulk as expected when filtering by hierarchy.

2022-09-11 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-6026 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.37

3.7.48

New Features

Portal

Backend, UI

Added a "New Messaging UI Enabled" toggle to the Messaging service subscription, allowing users to set which version of the Messaging service they can access through 4 dots menu.

Portal

Backend, UI

Added a "Support Phone Number" field to the "General" tab of company and site settings.

Portal

Backend

When Portal stores previous email addresses for an account, it also records the user/integrator who changed them and the date they were changed in the "email_updated_by" and "email_updated_date" fields.

Portal

Backend, UI

Added Online Ordering as a site-level subscription service.

Portal

Backend, UI

Added a "Support User Pin" form for managing support users and generating Support Pins.

Improvements

Portal

UI

The edit form for custom services displays the options and descriptions for the "Type" and "Order Source" fields as expected.

Portal

Backend

A company's CRM subscription maintains all active Company Features as expected when the user updates the company's other subscriptions.

Portal

Backend

Updated site selector load times.

Portal

Backend, UI

The "Sites" tab of the user edit form displays all sites as expected after sites are removed from the user.

Portal

Backend

Navigating to the "Events" tab sends a request to retrieve event data as expected.

Portal

Backend

Users can save changes made in the "Services" tab of company settings as expected.

Portal

Backend

Users can open the "Add Services" modal for multiple selected companies as expected.

Portal

Backend

Updates to a company's CRM subscription data maintain the service's active status as expected.

Portal

Backend

Users can upload translation files as expected from both Windows and MacOS devices.

Portal

Backend, UI

Users can change the POS and XKM version for selected sites as expected when filtering the sites grid by hierarchy.

Portal

UI

The "Add Language" modal displays the language options in ascending alphabetical order as expected.

Portal

UI

The site selector for resend data displays a loading indicator until all sites have loaded.

Portal

Backend, UI

Users can add a Messaging service subscription to a company as expected.

Portal

Backend, UI

Users can initiate a cloud restore refresh for XKM and for offline terminals as expected.

Portal

Backend

The events that users can retrieve from Portal with a site token are limited to the events related to the site in question as expected.

Portal

UI

Users can open the screens option of the Content Builder in full screen mode as expected.

Portal

Backend

Users can save site subscriptions to "POS" and "XKS" services with their "Preferred Version" field set to "Automatic Update" as expected.

Portal

Backend

Updated processing time for the "Copy Data to" function.

Portal

Backend

Users can add and activate the "Benchmark" service for a site belonging to a subscribed company as expected.

Portal

Backend

Deactivating the POS service for a company removes the service from all of the company's sites as expected.

Portal

Backend

Updated error logs for route handler errors.

Portal

Backend, UI

Available character validation for the "Provider Merchant ID" and "Username" fields works as expected on the site level.

Portal

Backend

Infrastructure improvement.

2022-08-24 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-5888 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.19

3.7.37

New Features

Portal

Backend, UI

Users can restore cloud data for all Point of Sale terminals and kitchen screens at a site simultaneously from the Site Menu.

Portal

Backend, UI

Changed the name of the Analytics service to "Restaurant Analytics" and updated validation for the "Merchant Name," "Merchant Legal Name," and "Business Owner Name" fields.

Portal

Backend

Portal automatically inherits updated emails from Deputy and stores the past emails associated with an account.

Portal

Backend, UI

Added the ability to set a preferred language for a company, as well as to create and manage languages at the admin and company levels.

Portal

Backend, UI

Added the "Preferred Language" field and "Alternate Languages" settings tab to the site edit form.

Portal

Backend, UI

Users can import and export translation files from the 3 dots menu on the "Languages" settings page.

Portal

Backend, UI

Added the following site types, exclusive to those with an XVI subscription:

  • Warehouse

  • Vending Commissary

  • Suite Pantry

Portal

Backend, UI

Users can select to display a "site_id" column on the "Company Sites" grid with a checkbox in the 3 dots menu for the column header row.

Improvements

Portal

Backend

GET requests for site group data require the company ID for the company to which the desired site group is assigned.

Portal

Backend

Store ID values for a service are set automatically when a user adds the service to multiple sites in bulk mode.

Portal

Backend

User groups that are assigned to all sites automatically update constituent users' accounts with access to newly created sites.

Portal

Backend, UI

The "Active" toggle for custom delivery services works as expected in bulk mode.

Portal

UI

The assigned terminal list displays the expected POS version for each online terminal.

Portal

Backend, UI

The screen builder maintains the user's changes as expected when the page reloads.

Portal

Backend

Updated the company level loyalty subscription request for order sources.

Portal

Backend, UI

The common checkbox for a site selects and deselects the site as expected when multiple sites are open in bulk mode.

Portal

Backend

The "Restaurant Analytics" button in the 4 dots menu links to the expected endpoint.

Portal

Backend

Allowed character validation applies to the "Provider Merchant ID" and "Username" fields in the "Loyalty" service as expected.

Portal

UI

The "Languages" grid displays column names, popups, and site counts as expected.

Portal

UI

The language edit form displays confirmation popups, field names, and placeholder text as expected.

Portal

Backend

Users with the "Language.View" permission enabled can access the "Languages" page as expected.

Portal

UI

The "Alternate Languages" tab on the site edit form displays as expected.

Portal

Backend

Site tokens can consume events from Portal.

Portal

UI

The site edit form displays XVI exclusive site types as expected.

Portal

Backend

Values are set for all "polling timeout" and "polling interval" fields for the QR code service automatically when the service is enabled for a company.

Portal

Backend, UI

Users can create a new User Group for a company with a large amount of sites as expected.

Portal

Backend, UI

Users can use the "Refresh Data" modal on the "Company Sites" grid to set a POS service to the "Configuration Only" refresh type.

Portal

UI

All terminals in the terminal list display all expected information.

2022-07-27 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-5699 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.10-1

3.7.19

New Features

Portal

Backend, UI

Added a "Payer ID" field to company and site settings, allowing orders on POS to be paid with QR code payment types.

Portal

Backend, UI

Added "Polling Timeout" and "Polling Interval" fields to QR code payment services, allowing users to configure communication with the Payment Routing service.

Portal

Backend, UI

Added the "Workflow" entity to the available target entities in the Data Stream, which users can configure in the new "Workflow" tab on the "Data Stream Endpoint" edit form.

Portal

Backend

The notification channel updates the Suite Catering Admin site with alterations to Event data.

Portal

Backend

Created individual configurations for tokens and site services.

Portal

Backend, UI

Added the "Analytics" service to the subscription services available on the global and site levels.

Portal

Backend

Updated permissions for the Data Stream to include the following:

  • DataStreamEndpoints.View

  • DataStreamEndpoints.Add

  • DataStreamEndpoints.Edit

  • DataStreamEndpoints.Delete

Improvements

Portal

Backend

Users can add services to a site during site creation as expected.

Portal

Backend

Updated swagger documentation.

Portal

Backend

New users can be added and saved as expected.

Portal

Backend

Updated database version and binaries.

Portal

Backend

The site slideout displays the current business data and site status as expected.

2022-07-10 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-5665 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.7

3.7.10-1

New Features

Portal

Backend, UI

Added logging for updates to API documentation access.

Portal

Backend

Created individual configurations for tokens and site services.

2022-06-29 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-5620 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.7.3

3.7.7

New Features

Portal

Backend, UI

Added new fields that allow users to define cutoff date/times for ordering periods on ordering apps and POS terminals.

Portal

Backend, UI

Added user credentials authentication for the API documentation page.

Portal

Backend, UI

Users from companies with an active "Esper MDM" service subscription can access that service through the 4dots menu.

Improvements

Portal

Backend, UI

Users can add and activate business management services in bulk mode as expected for companies that are added to the service on the "All Services" page.

Portal

Backend, UI

Users can create data stream endpoints as expected for all companies.

2022-06-26 | 3.7 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-5604 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.6.75-2

3.7.3

New Features

Portal

Backend

Users can create sites with the same site IDs as previously deleted sites.

Portal

Backend

Extended the list of default directory folders for newly enabled business management service to include the following folders:

  • archive

    • punches (archive/punches)

    • orders (archive/orders)

  • forecast

  • shifts

  • employees

  • punches

  • orders

Portal

Backend, UI

Users can define cutoff date/times for ordering periods.

Portal

Backend

Added a dedicated service for the site ID endpoint.

Improvements

Portal

Backend

Updated database drivers.

Portal

Backend, UI

The "Subscriptions" column of the "Select Company" grid displays service names as expected.

Portal

Backend, UI

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

Portal

Backend, UI

Users can update sites that run a version of POS or XKS that no longer appears on the "All Applications" page as expected.

Portal

Backend, UI

Multi-factor Authentication works as expected when the page URL is changed.

Portal

Backend

Users groups maintain site assignments as expected when updated.

Portal

Backend, UI

The "Add Services" grid displays the "POS" service for sites whose companies have an active POS subscription as expected.

Portal

Backend

Sites inherit their company's exclusion list as expected when the user adds a delivery service to multiple sites.

Portal

Backend, UI

The progress bar for site copying operations displays process progress and status messages as expected.

Portal

Backend

The "$select" query can filter the "/people" endpoint as expected.

Portal

UI

Multi-factor authentication prompts display as expected for users with no assigned companies.

Portal

UI

The main selector on the Site Selector modal selects all sites for a company as expected.

Portal

UI

The "POS" terminal list displays the expected POS version for all terminals.

Portal

Backend

Infrastructure improvements.

Portal

Backend

The Site Selector processes large "/get-sites" requests in the expected amount of time.

Portal

Backend

Updated XWS integrators with all expected permissions.

Portal

Backend

Site copying operations can process all expected merchant ID field configurations.

2022-06-11 | 3.6 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update. Suite Catering ԻXCAT features are not fully available to all customers at this time.

Version History

Refer to Change Ticket: CHANGE-5573 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.6.55

3.6.75-2

New Features

Portal

Backend, UI

Users logging in with single sign-on authentication must sign-in through their company's identity provider.

Portal

Backend, UI

The company list displays a loader while some companies are still loading, and users can select and edit a company that is displayed while others load.

Portal

Backend, UI

Added the "Venues Inventory" service to the available subscription services for applicable companies.

Portal

Backend, UI

Extended 4dots menus for subscription services to display based on the subscription's configuration.

Portal

Backend, UI

Users can add entity collections to the exclusion list with the "Data Exclusions" tab in company settings.

Portal

Backend, UI

Moved the "Suite Catering" subscription service to the site level.

Portal

Backend, UI

Users can access the "Suite Catering" service from the 4dots menu.

Portal

Backend, UI

Added support for the XCAT logout function.

Improvements

Portal

Backend, UI

Aesthetic and UI improvements to the settings for all Services and Custom Services.

Portal

Backend, UI

The 4dots menu only display the "Suite Catering" option to users with Suite Catering service permissions for a company with an active subscription to the service.

Portal

Backend, UI

The company settings page opens, saves, and closes as expected.

Portal

Backend, UI

Validation on the service configuration modal for "Altametrics" limits users to the expected maximum character length for each field.

Portal

Backend

The "Endpoint Name" field and "Last Updated" timestamp update as expected when a data stream endpoint is saved.

Portal

Backend

Adding and activating QR code payment services for a site automatically maps the "PayPal Location ID" field as expected.

Portal

Backend, UI

Users can search for companies by company ID as expected.

Portal

Backend

The service configuration modal for PayPal maintains user inputs as expected.

Portal

Backend

Company CRM links work as expected for newly created users.

Portal

Backend, UI

Users can revert site copies to previous version of company site data as expected.

Portal

Backend

The "Loyalty" service modal maintains data in the "Custom Merchant URL" field as expected.

Portal

UI

Users can return to the login page from the multi-factor authentication page as expected.

Portal

UI

The "Environment" dropdown on the custom service edit modal displays the "Custom" and "Use Company Settings" options as expected.

Portal

Backend, UI

The configuration modal for the Genius Gateway Service saves and maintains user inputs for the "Token URL"; "Transaction URL"; and "Reporting URL" fields as expected.

Portal

UI

Service edit and configuration modals display all tooltips as expected.

Portal

Backend, UI

Users can open subscription edit modals from the "Subscriptions" tab in company settings as expected.

Portal

Backend

Added a dedicated service for the site ID endpoint.

Portal

Backend

The log reader tracks changes made to roles and permissions.

Portal

UI

Users can select individual hierarchy levels on the "Sites" grid as expected.

Portal

Backend

Resend requests for service data automatically include missing order state or order type items according to the endpoint configuration.

Portal

UI

The configuration modal for merchant-specific loyalty services displays the "Active" toggle as expected.

Portal

Backend, UI

Users can activate the "Voice Ordering" service in company settings as expected.

Portal

UI

The "Subscriptions" column of the "Select Company" grid displays service names as expected.

Portal

Backend, UI

Users can open the bulk edit modal for the "TD Bank" service from the globe icon for the service's "Active" toggle as expected.

Portal

UI

The "Active" toggle for the QR code service edit modal displays as expected.

Portal

UI

The "Services" grid displays active services for a company as expected.

Portal

UI

The "Services" tab displays service edit modals as expected.

Portal

Backend, UI

Service edit modals display all fields in bulk mode as expected.

Portal

Backend, UI

The "Data Exclusions" tab displays and loads as expected for custom delivery services.

Portal

Backend, UI

The "Data Exclusions" tab can save changes to the exclusion lists for multiple services as expected.

Portal

Backend, UI

Users can update sites that run a version of POS or XKS that no longer appears on the "All Applications" page as expected.

Portal

Backend, UI

Sites inherit their company's exclusion list as expected when the user adds a delivery service to multiple sites.

Portal

Backend, UI

Users can add payment gateway services at the site level as expected.

Portal

Backend, UI

The "Subscriptions" column of the "Select Company" grid displays all service names as expected.

Portal

Backend, UI

The main selector on the Site Selector modal selects all sites for a company as expected.

Portal

Backend, UI

Users can access Portal and DM without restrictions while browsing in incognito mode.

Portal

Backend, UI

Users remained signed in as expected after refreshing their browser.

Portal

Backend, UI

The "Add/Edit Order-Source Mappings" modal displays the "Done" button without any scrolling required.

Portal

Backend, UI

The "Brands" tab displays as expected for companies without a saved brand.

Portal

Backend, UI

Users logout automatically after 15 minutes of inactivity as expected.

Portal

Backend, UI

Users can link PayPal accounts to the PayPal service as expected.

2022-04-24 | 3.6 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-5258 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.6.49-1

3.6.55

New Features

Portal

Backend, UI

The new, updated "Events" page allows users to add, edit, delete, and otherwise manage events, including creating full-day events, assigning sites to an event, and setting event status.

Portal

Backend, UI

Users can set the time zone of a company with the "Time Zone" selector field, which applies the chosen time zone to all sites and events for that company unless changed manually at the site level.

Portal

Backend, UI

The "Type" selector field allows users to choose whether a data stream endpoint is an HTTP or SQS type endpoint.

Portal

Backend, UI

Added a "Refresh Menu" button to all delivery services.

Improvements

Portal

UI

Users can navigate between the first and last pages of the "All Sites" page as expected.

Portal

Backend, UI

Users can add "TD Bank" service to multiple sites in bulk mode for companies that are added to the service on the "All Services" page as expected.

Portal

Backend, UI

Validation prevents users from deleting the "TD Bank" service from sites with the service's peripheral configured, but does allow them to unmap the service, as expected.

Portal

Backend, UI

The "Availability" tab of the events edit form clears and hides the "Sites" list as expected when the user switches to the "All Sites" condition.

Portal

Backend

The event creation form maintains user inputs for start and end time as expected.

Portal

Backend, UI

The date picker loads as expected for existing events.

Portal

Backend

Validation prevents users from creating events with any site assignment setting that overlap with the time frame of existing events.

Portal

Backend

Implemented a database cache for the "/token" endpoint.

Portal

Backend

Users can update the POS app as expected.

Portal

Backend

Custom delivery services process the Menu Engine callback URL field as expected.

Portal

Backend

Infrastructure improvements.

2022-04-03 | 3.6 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-5141 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.6.40

3.6.49-1

New Features

Portal

Backend

Validation requests do not automatically add the "Bearer" prefix to the access token, and the prefix can be added manually when applicable.

Portal

Backend, UI

Added UI support for the "Events" page.

Portal

Backend, UI

Added a company level "Time Zone" field to the "General" tab of the company edit form.

Improvements

Portal

Backend

Infrastructure improvements.

Portal

Backend, UI

The "Genius Gateway Service Configuration" modal displays URL fields with bulk edit functionality as expected.

Portal

UI

The "Availability" tab of the events edit form displays an empty "Sites" grid until sites are assigned.

Portal

Backend

Users can create and update the start and end time values for events as expected.

Portal

Backend, UI

Users can copy and paste images in the screen builder as expected.

Portal

Backend, UI

Validation prevents users from creating events with any site assignment setting that overlap with the time frame of existing events.

Portal

Backend, UI

Users can edit the dates of existing events using the date picker on the events edit form as expected.

2022-03-20 | 3.6 Cloud Portal

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

Supplemental Information

This release is dependent on XDM-26247.

Version History

Refer to Change Ticket: CHANGE-5077 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.6.40

3.6.45

New Features

Portal

Backend, UI

Added bulk editing mode to the Loyalty service.

Portal

Backend, UI

Added "TD Bank" payment platform service to the options available on the "All Services" page.

Improvements

Portal

UI

Aesthetic and navigation improvements.

Portal

Backend

API documentation updates.

Portal

Backend, UI

The "Custom URL" field loads with the expected default URL when the user switches between environments.

2022-03-16 | 3.6 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-5011 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.6.31-2

3.6.40

New Features

Portal

Backend, UI

Added "Gift Provider" to the available custom service types.

Portal

Backend, UI

The "Resend Data" action for Data Stream endpoints allows users to resend transactional data for a site.

Portal

Backend

Added API support for the "Events" page.

Improvements

Portal

Backend, UI

Users can save sites and exit without making changes as expected.

Portal

Backend

Created a cache service to store site data temporarily during data-intensive requests.

2022-02-20 | 3.6 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-4998 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.6.31-1

3.6.31-2

New Features

Portal

Backend

Added the "Product Count" type to the available order types for the Data Streaming Service.

2022-02-16 | 3.6 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-4982 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.6.21

3.6.31-1

New Features

Portal

Backend

Users can configure custom gift providers with the "Gift Provider" type for Custom Services.

Portal

Backend

Users can manage suites, suite owners, and events with the new Suite Catering permissions.

Portal

Backend

Users can access suite catering functions from the 4dots menu.

Portal

Backend

Added a "Run Initial Sync" action for business management service subscriptions.

Improvements

Portal

UI

Users can open the bulk edit popup for the "Reputation" service as expected.

Portal

Backend, UI

Users can activate business management services at the site level as expected.

Portal

Backend

All custom loyalty services have a "Type" field value of "Loyalty" stored in the API as expected.

Portal

Backend

The "EOD" entity is enabled for a site when either the "Send Site EOD" or "Send Terminals EOD" toggles are turned on.

Portal

Backend

Updated grouping functionality for nested providers.

Portal

Backend, UI

Users can add non-bulk custom fields to a custom gift provider as expected.

Portal

UI

The site edit form maintains configuration data for inactive business management services as expected.

Portal

Backend

Environment variables for the initial configuration sync load as expected for business management services.

Portal

Backend

Infrastructure improvements.

2022-01-26 | 3.6 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-4905 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.5.58-5

3.6.21

New Features

Portal

Backend, UI

Added a "Suite Catering" service to the available subscription services.

Portal

Backend, UI

The "EOD" tab on the "Data Stream Endpiont" edit page allows users to activate/deactivate site-specific and/or terminal-specific end of day notifications.

Improvements

Portal

Backend

Transferred applicable sites to merchant-specific domains and removed site duplicates.

Portal

Backend, UI

The company level "Users" page loads the users list as expected.

Portal

Backend, UI

Users can add services that are enabled for the company to multiple sites in bulk mode as expected.

Portal

Backend

The "Services" tab of the site edit form displays delivery service configuration data as expected when users open multiple delivery services sequentially.

Portal

Backend, UI

The Site Selector allows users to select all sites within a node as expected without expanding it.

2022-01-23 | 3.5 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-4897 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.5.58-4

3.5.58-5

Improvements

Portal

Backend, UI

The Site Selector allows users to select all sites within a node as expected without expanding it.

Portal

Backend, UI

Custom merchant URLs for the Loyalty service are saved and displayed as expected.

2022-01-12 | 3.5 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: CHANGE-4848 when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.5.58-4

3.5.73-1

New Features

Portal

Backend, UI

Added new fields to Site and Terminal statuses and a new modal to display expanded terminal status.

Portal

Backend, UI

Implemented single sign-on authentication with third party identification services.

Portal

Backend, UI

Users with an admin role can configure external identity providers via new fields in "Admin" section of company settings.

Portal

Backend, UI

Single sign-on authentication can be enabled/disabled with the Feature Toggle.

Portal

Backend

Implemented mappings between external user profiles and roles and existing roles and permissions in the Cloud Portal.

Portal

Backend

Added functionality to create site groups through requests containing an array of site IDs.

Portal

Backend, UI

Added the "Purged" state to the available order states in the configuration of the "Data Stream Endpoints" section.

Portal

Backend, UI

Added functionality for creating, editing, and managing events, including permissions for each function.

Improvements

Portal

Backend, UI

The 4dots menu displays all active services for a company or site as expected.

Portal

Backend

Multifactor authentication works with the new single sign-on authentication as expected.

Portal

Backend, UI

The UI does not display options involved in changing log-in information to users who login via single sign-on authentication.

Portal

Backend

Updated field masking for the shared library.

Portal

Backend, UI

Users can activate a delivery service for a company independently of other delivery services as expected.

Portal

Backend, UI

The creation form for new identity providers displays with blank fields as expected after an existing identity provider was opened.

Portal

Backend, UI

The Loyalty service maintains site level Store ID values as expected when a user edits the service on the company level.

Portal

Backend, UI

Users can create new sites with a subscription to customer intelligence services as expected.

Portal

Backend, UI

Delivery services update automatically on the site level according to changes made to the service on the company level.

Portal

Backend, UI

The "Identity Providers" tab of the company edit form displays as expected.

Portal

Backend, UI

The "Releases" list displays available POS versions as expected when the "Service" toggle is turned off and the edit form was previously saved with the toggle turned on.

Portal

Backend, UI

Users can create new companies as expected.

Portal

Backend, UI

Users can deactivate services from sites individually in bulk mode as expected.

Portal

UI

The "Terminal Status" modal displays the device OS and manufacturer in the "Device" field as expected.

Portal

Backend

Creating a new user requires a filled first name and last name field as expected.

Portal

UI

Custom merchant URLs for the Loyalty service are saved and displayed as expected.

2021-12-28 | 3.5 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4802] when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.5.58-1

3.5.58-4

New Features

Portal

Backend, UI

Users can add, delete, edit, and manage events for a company on the new "Events" page.

Portal

Backend, UI

Added a new "delivery" type for the "Custom Service" entity.

Portal

Backend, UI

Added bulk editing functionality for custom services.

Improvements

Portal

UI

Aesthetic improvements for custom services.

Portal

Backend, UI

The active status modal for custom delivery services maintains changes as expected when closed and re-opened.

Portal

Backend, UI

After a user creates and saves a custom service, the "Type" dropdown for that service is no longer editable.

Portal

Backend, UI

The "Use Company Settings" environment variable disables the Service URL toggle for custom services.

Portal

Backend, UI

Custom service settings display "Varies"as expected when multiple sites are open in bulk mode and have different values for a field.

Portal

Backend, UI

The bulk mode site edit form displays custom service data from the company level as expected when the "Use Company Settings" environment is selected.

Portal

Backend, UI

Selecting the "Refresh Terminal" option on the "Terminal Status" modal sends a "resend-site-data" request as expected.

Portal

Backend, UI

The site status slideout displays POS terminal connection status as expected.

2021-12-15 | 3.5 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4750] when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.5.56

3.5.58-1

New Features

Portal

Backend, UI

Added new fields to Site and Terminal statuses and a new modal to display expanded terminal status.

Portal

Backend

Updated the Site Slideout with terminal status and additional terminal information.

Improvements

Portal

UI

The "Terminal Status" modal of POS terminals displays all expected information.

Portal

Backend, UI

The "Terminal Status" modal displays tab names and warning messages as expected and re-opens on the "General" tab after being closed on a different tab.

Portal

Backend

The "Refresh Terminal" option on the "Terminal Status" modal sends a "resend-site-data" request as expected.

Portal

UI

The "View Offline Terminals" section of the "Sites" grid displays all offline POS terminals for a site as expected.

2021-11-28 | 3.5 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4661] when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.5.46

3.5.56

New Features

Portal

Backend, UI

Added the "Warning" and "Error" statuses to the site list menu, and users can filter and sort sites by status.

Portal

Backend, UI

Updated the Site Slideout with terminal status and additional terminal information.

Portal

Backend, UI

Added the "Bottlerocket" delivery service to the available services for configuration.

Portal

Backend, UI

Added the "Moneris" payment service to the available services for configuration.

Portal

Backend, UI

The 4dots menu displays the "Voice Assistant" option for companies with a "Voice Ordering" subscription.

Improvements

Portal

UI

Uniqueness validation for the merchant ID field displays as expected.

Portal

Backend

The "Data Stream Endpoints" settings for a site only store endpoints after a successful save operation, and sites cannot be saved with duplicate endpoints.

Portal

Backend

Site configurations for service URL automatically update to match changes on the company level as expected.

Portal

Backend

Disabling a custom service for a company with active online payment services deactivates the service on the company's sites as expected.

Portal

Backend, UI

Updated Site Selector processing for companies with up to 1000 sites and site hierarchies with up to 500 sites.

Portal

Backend

Users can toggle whether or not multi-factor authentication suspends for 45 days as expected.

Portal

Backend

Removed the "Email Marketing" and "Demographics" services.

Portal

UI

The site list displays newly created sites as expected.

Portal

Backend, UI

The Site Selector loads as expected after a page refresh.

Portal

Backend, UI

The "Services" tab of the site edit form maintains "Genius" service names as expected.

2021-11-17 | 3.5 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4598] when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.5.38-3

3.5.46

New Features

Portal

Backend, UI

Added the "Warning" and "Error" statuses to the site list menu, and users can filter and sort sites by status.

Improvements

Portal

UI

Validation for the data stream endpoint edit form highlights the "Orders," "Drawers," and "Deposits" tabs as expected.

Portal

Backend

Sites maintain service names as expected when users save and re-open the site edit form.

Portal

Backend, UI

The "Add Company" modal for services displays all available non-added companies as expected after the user selects the "Add Company" button.

Portal

Backend

The "Subscriptions" tab of the company creation form enables health services by default.

Portal

Backend, UI

After a user connects a merchant to third party online payment services, the third party site returns the user to the service modal in Company Settings as expected.

Portal

Backend

Divided the "Name" column in user group popups into first and last name columns.

Portal

Backend, UI

Uniqueness validation for the merchant ID field on the "Customer Intelligence Service Configuration" modal only applies when the "Active" toggle is turned on.

Portal

Backend

Sites maintain payment platform services as expected when users update sites in bulk mode.

Portal

Backend

Sites maintain delivery services as expected when users add new services in bulk mode.

Portal

Backend

Sites maintain the active status of loyalty services when users update those services on the company level.

Portal

Backend

The Data Stream saves information as expected even when validation for the save operation fails, and failed Data Stream validation displays warning messages.

2021-11-07 | 3.5 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4567] when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.5.38-1

3.5.38-3

Improvements

Portal

Backend

Sites maintain the active status of loyalty services when users update those services on the company level.

Portal

Backend

Sites maintain payment platform services as expected when users update sites in bulk mode.

2021-11-03 | 3.5 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4543] when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.5.38

3.5.38-1

Improvements

Portal

Backend

Sites maintain delivery services as expected when users add new services in bulk mode.

2021-10-31 | 3.5 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4516] when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.5.17-6

3.5.38

New Features

Portal

Backend, UI

The 4dots menu displays the "Voice Assistant" option for companies with a "Voice Ordering" subscription.

Portal

Backend

The "Services" grid on the site edit form prompts users to assign a service to all sites after activating it with sites unassigned.

Portal

Backend

Reputation Service updates for a company automatically based on changes to the company's "Business Class" value.

Portal

Backend, UI

Added "Download Xenial" links to the "Login" page, the 4dots menu, and the "Settings and Tools" section.

Portal

Backend, UI

The new "Explore " option in the 4dots menu allows users to access an overview page of the available products.

Portal

Backend

Added payment platform services to the options available on the "All Services" page.

Improvements

Portal

Backend, UI

Removed the "Email Marketing" and "Demographics" services.

Portal

UI

The "Services" grid displays updated "Deputy" service names.

Portal

UI

The "Customer Intelligence Service Configuration" modal displays uniqueness validation as expected and prevents the user from saving when the "Active" toggle is turned on.

Portal

UI

The modal window for online payment QR code services displays as expected.

Portal

UI

The confirmation button on the "Add Company" and "Add Brand" modals displays the expected number of selected entities when the user clicks the 'Select All' checkbox .

Portal

Backend

The "Last Updated" timestamp reflects new changes to the company edit form as expected.

Portal

Backend, UI

Updated the login page with links to teaser pages for ACE services.

Portal

Backend, UI

Validation for loyalty services limits the maximum length and available characters for the "Provider Merchant ID" and "Username" fields as expected.

Portal

Backend

Genius subscription data is decrypted when sent to DM.

Portal

UI

Validation for required fields on the "Users" tab works as expected.

Portal

Backend

Disabling a custom service for a company with active QR code payment service disables the service for all sites in the company as expected.

Portal

Backend, UI

Data stream endpoints display site counts and fields as expected, and the "Actions" dropdown displays options according to the current user's permissions.

Portal

Backend

Data steam subscriptions mark entities as enabled/disabled as expected.

Portal

Backend

Added a database migration to encrypt passwords for third party business management services.

Portal

Backend

Updated the logger wrapper to clone arguments as expected.

Portal

Backend, UI

The Data Stream saves information as expected even when validation for the save operation fails, and failed Data Stream validation displays warning messages.

Portal

Backend

Infrastructure improvements.

Portal

Backend, UI

Users can copy site data through the 3dots menu as expected.

Portal

Backend

Companies maintain CRM mappings as expected when users update their company profile.

Portal

Backend

The import function of the copy company tool works as expected.

Portal

Backend

Users can remove or deactivate services configured for a site as expected.

Portal

Backend

Users can delete data stream endpoints as expected.

2021-10-10 | 3.5 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4439] when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.5.17-5

3.5.17-6

New Features

Portal

Backend, UI

Added payment platform services to the options available on the "All Services" page.

Improvements

Portal

Backend, UI

QR code payment services remain active and enabled after site updates for sites with no other active services.

Portal

Backend, UI

The Data Stream saves information as expected even when validation for the save operation fails, and failed Data Stream validation displays warning messages.

2021-10-04 | 3.5 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-4438] when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.5.17-3

3.5.17-5

Improvements

Portal

Backend

The "/get-sites" endpoint can transmit configuration data for the Genius service as expected.

2021-10-03 | 3.5 Cloud Portal

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

Supplemental Information

This release is not dependent on another component release.

Version History

Refer to Change Ticket: [CHANGE-4415] when speaking to a Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.5.12-3

3.5.17-3

New Features

Portal

Backend

Reputation services update automatically based on changes to a company's "Business Class" value.

Portal

Backend

Setting up a company's CRM subscription automatically sets the appropriate core services for the subscribed company.

Improvements

Portal

Backend

Updated endpoints to remove deprecated functionality.

Portal

UI

The "Site Count" column on the "Select Company" grid displays the expected number of sites for each company.

Portal

UI

The "Add User Group" modal only displays users groups that have not been added to the site.

Portal

Backend, UI

Messages from third party retail operating systems encrypt password values as expected.

Portal

Backend

Copy company functionality skips over sensitive data when expected.

Portal

Backend, UI

The "Brands" tab allows users to add/remove brands sequentially, displays brand deletion confirmation messages, and removes the undo option after saving as expected.

Portal

Backend

Users can be created with CRM access as expected.

Portal

UI

Added validation for attempts to create an endpoint that already exists.

Portal

Backend

Grids on the "Create a New Endpoint" form display filtered data as expected.

Portal

Backend

Updated the logger wrapper to clone arguments as expected.

2021-09-20 | 3.5 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.4.24-3002

3.5.12-3

New Features

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend

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

Improvements

Portal

Backend

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

Portal

UI

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

Portal

UI

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

Portal

UI

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

Portal

Backend

Deleted companies are removed from Services.

Portal

Backend, UI

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

Portal

Backend

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

Portal

UI

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

UI

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

Portal

UI

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend

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

Portal

UI

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

Portal

UI

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

Portal

UI

Aesthetic improvements.

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

UI

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

Portal

Backend

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

Portal

UI

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

UI

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend

The "/people" endpoint can accept integrator tokens.

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

UI

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

Portal

Backend, UI

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

Portal

UI

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

UI

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

UI

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

Portal

Backend

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

Portal

Backend

API logs mask the email field as expected.

Portal

Backend

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

Portal

Backend

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

Portal

Backend, UI

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

2021-09-12 | 1.0 and 3.4 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.4.24-3001

3.4.24-3002

Permission Provisioning Tool (PPT)

1.0.293

1.0.303

New Features

Portal

Backend, UI

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

Portal

Backend, UI

The Data Stream Service is configured on the site level.

PPT

Backend

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

PPT

Backend

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

PPT

Backend

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

Improvements

Portal

Backend, UI

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

PPT

Backend

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

PPT

Backend

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

2021-08-22 | 1.0 and 3.4 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.4.24-3

3.4.24-3001

Permission Provisioning Tool (PPT)

1.0.292

1.0.293

New Features

Portal

Backend

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

PPT

Backend

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

2021-08-08 | 3.4 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.4.11-3

3.4.24-3

New Features

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend

Implemented global and company specific encryption keys.

Improvements

Portal

Backend

Expanded logs for the "/token" endpoint.

Portal

Backend

User documents include the last date the user logged in.

Portal

Backend, UI

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

Portal

Backend

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

Portal

UI

Updated the company and site level service forms.

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend

User profiles update as expected.

Portal

UI

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

Portal

Backend

The CRM database records newly created companies as expected.

Portal

UI

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

Portal

Backend

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

Portal

UI

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

Portal

Backend

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

Portal

UI

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

2021-07-21 | 3.4 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.4.11-2

3.4.11-3

Improvements

Portal

UI

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

Portal

Backend

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

Portal

Backend

Analytics services must be activated individually on the site level.

Portal

UI

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

2021-07-14 | 3.4 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.4.9

3.4.11-2

Improvements

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend

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

2021-07-11 | 1.0 and 3.4 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.3.92-6

3.4.9

Permission Provisioning Tool (PPT)

1.0.289

1.0.292

New Features

Portal

Backend, UI

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

Portal

Backend

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

PPT

Backend

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

PPT

Backend

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

PPT

Backend

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

Improvements

Portal

Backend, UI

Custom fields can be created as expected.

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

2021-06-30 | 3.3 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.3.76-8

3.3.92-6

New Features

Portal

UI

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

Portal

Backend, UI

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

Portal

Backend

Added an endpoint for checking merchant status.

Improvements

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

UI

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

Portal

UI

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

Portal

Backend

Infrastructure improvements.

Portal

UI

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

Portal

UI

Sites maintain service names as expected when the page reloads.

Portal

Backend

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend

Sites maintain active services as expected when updating.

Portal

Backend, UI

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

Portal

Backend

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

2021-06-09 | 1.0 and 3.3 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.3.76-4

3.3.76-8

Permission Provisioning Tool (PPT)

1.0.263

1.0.289

New Features

PPT

Backend

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

PPT

Backend

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

PPT

Backend

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

PPT

Backend

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

Improvements

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

Sites maintain reputation services as expected when updating.

PPT

Backend

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

2021-05-26 | 3.3 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.3.72-4

3.3.76-4

New Features

Portal

Backend, UI

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

Portal

Backend

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

Improvements

Portal

UI

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

Portal

UI

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

Portal

Backend

Infrastructure improvements.

Portal

Backend

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

Portal

Backend

The "parseIntConfigParams" function works as expected.

Portal

Backend, UI

Resolved customer portal login page syntax error related to MFA.

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

2021-05-19 | 3.3 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.3.69-6

3.3.72-4

New Features

Portal

Backend

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

Portal

Backend, UI

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

Improvements

Portal

Backend

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

Portal

Backend

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

2021-05-13 | 3.3 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.3.56-133

3.3.69-6

New Features

Portal

Backend, UI

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

Portal

Backend, UI

Added business management services to the subscription options for sites.

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend, UI

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

  • Orders

  • Drawers

  • Deposits

  • Punches

Improvements

Portal

Backend

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

Portal

Backend

Role permissions can be updated as expected.

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend

Infrastructure improvements.

Portal

UI

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

UI

Bulk activation works as expected for payment integration services.

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend

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

Portal

UI

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

Portal

Backend, UI

Added bulk editing support for business management services subscriptions.

Portal

Backend

Custom service subscriptions can be added to companies as expected.

Portal

Backend, UI

Users can set custom dropdown fields as not required.

Portal

UI

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

Portal

Backend

Onboarded new merchants through third party online payment services.

Portal

Backend

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

Portal

Backend

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

Portal

Backend

Added support for business management service subscriptions.

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

2021-05-10 | 3.3 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.3.56-13

3.3.56-133

Improvements

Portal

Backend, UI

Resolved customer portal login page syntax error related to MFA.

2021-05-02 | 3.3 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.3.39-10

3.3.56-13

New Features

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend, UI

Added modal windows for editing services.

Portal

Backend

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

Portal

Backend, UI

Third party developers can create custom services through the API.

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Improvements

Portal

Backend

Infrastructure improvements.

Portal

UI

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

Portal

Backend

Updated documentation and swagger files.

Portal

UI

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

Removed XDM permissions from the list of default integrator permissions.

Portal

Backend

Company names and addresses update as expected when edited.

Portal

Backend

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

Portal

UI

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

Portal

UI

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

Portal

UI

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

UI

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

Portal

UI

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

UI

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

Portal

Backend

Sites with active delivery services can be saved as expected.

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend, UI

Bulk activation works as expected for payment integration services.

Portal

Backend, UI

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

Portal

Backend

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

2021-04-25 | 3.3 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.3.39-7

3.3.39-10

Improvements

Portal

Backend

Individualized access tokens contain site IDs as expected.

2021-03-24 | 3.3 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.2.135-16

3.3.39-7

New Features

Portal

UI

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

Portal

Backend, UI

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

Improvements

Portal

Backend

Subscriptions are included in Site tokens as expected.

Portal

Backend

Infrastructure improvements.

Portal

UI

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

Portal

UI

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

Portal

UI

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

Portal

UI

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

Portal

Backend

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

Portal

UI

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

Portal

UI

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

Request parameters function as expected when creating new Companies.

Portal

Backend

Company subscriptions can be enabled and disabled as expected.

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

2021-03-14 | 3.2 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.2.135-11

3.2.135-16

New Features

Portal

UI

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

Portal

UI, Backend

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

Improvements

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

2021-02-21 | 3.2 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3279] when speaking to a 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 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

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

Component

Current Version

New Version

Onboarding Portal

3.2.135-1

3.2.135-7

New Features

Portal

UI

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

2021-01-24 | 3.2 Cloud Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Cloud 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 Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.2.109-6

3.2.135-1

Permission Provisioning Tool

1.0.225

1.0.263

New Features

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend, UI

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

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

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

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

Portal

Backend

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

Portal

Backend, UI

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

PPT

Backend, UI

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

PPT

Backend, UI

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

Improvements

Portal

Backend

Technical improvements.

Portal

Backend

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

Portal

Backend

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend

Filtering by Tag functions as expected on the Sites grid.

Portal

UI

Disabled services cannot be selected on the Site Edit form.

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

UI

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

Portal

Backend

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

Portal

Backend

The log in page creates only the expected requests.

Portal

UI

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

Portal

Backend, UI

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

Portal

Backend, UI

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

Portal

UI

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend

New site hierarchies are saved as expected.

Portal

UI

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

UI

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

Backend, UI

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

Portal

Backend

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

Portal

UI

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

Portal

Backend

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

Portal

Backend

Provisioning requests in Pipeline are logged as expected.

Portal

Backend

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

Portal

UI

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

Portal

UI

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

Portal

Backend

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

Portal

UI

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

Portal

Backend

Data sync with Loyalty Services uses the proper URL.

Portal

UI

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

Portal

Backend

Loyalty Services are configured with the correct 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 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-3025] when speaking to a 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 Cloud Portal

The information provided below includes data, functional, configuration, reporting, and infrastructure updates for this production version of Cloud 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 Team Member about these release notes.

Component

Current Version

New Version

Onboarding Portal

3.1.67-5

3.2.98-5

New Features

UI

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

UI

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

UI

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

UI

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

Backend

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

UI

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

UI

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

Backend

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

Backend

New "Site Roles" entity created.

Backend

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

Backend

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

Backend

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

Improvements

UI

Guestlist removed from Portal.

UI

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

UI

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

UI

Aesthetic improvements, including proper vertical alignment within grid cells.

UI

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

UI

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

UI

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

UI

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

UI

Site Subscriptions are shown with scroll bars only when needed.

UI

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

Backend

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

UI

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

Backend

Infrastructure improvements, including:

  • Reduced log volume.

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

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

  • Updated custom field selection.

  • Portal access token endpoint speed increased.

UI

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

UI

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

Backend

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

Process

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

UI

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

Backend

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

UI

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

UI

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

UI

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

UI

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

UI

Left hand menu bar hiding behavior is improved..

UI

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

UI

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

UI

Hierarchy form updated to include confirmation messages when deleting hierarchies.

Backend

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

Backend

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

Backend

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

Backend

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

Backend

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

UI

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

UI

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

UI

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

Backend

Hierarchy PUT endpoints and Site hierarchies service updated.

UI

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

UI

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

UI

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

Backend

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

UI

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

Backend

Endpoint created to delete Sites roles by ID.

Backend

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

Backend

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

Backend

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

UI

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

UI

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

UI

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

UI

User Groups list is displayed as expected.

2020-10-21 | 3.1 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-2781] when speaking to a 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 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-2609] when speaking to a 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 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 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 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 Cloud Portal

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

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-2242] when speaking to a 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 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-2152] when speaking to a 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 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-2094] when speaking to a 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 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-1818] when speaking to a 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 Cloud Portal

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

Supplemental Information

This release is not dependent on another component update.

Version History

Refer to Change Ticket: [CHANGE-1638] when speaking to a 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 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 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