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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
XOP-12333 | Onboarding Portal | Process, Backend, UI | Added Service Builder functionality with the following actions:
|
XOP-12766, 13080 | Onboarding Portal | Process, Backend, UI | Enhanced Service Builder permissions by adding the following new permissions:
|
XOP-12787, XOP-12808 | Onboarding Portal | Process, Backend, UI | Enhanced Service Builder field configuration at the company level with the following actions:
|
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:
|
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:
|
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::
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
XOP-12668 | Onboarding Portal | Backend, UI | Enabled configuration of Port Number for in-store Point of Sale service with the following actions:
|
XOP-12719 | Onboarding Portal | Process, Backend, UI | Enabled import/export of inventory items with the following permissions/actions:
|
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:
|
XOP-8899 | Onboarding Portal | UI | The following items regarding export/import functionality display accurately and function successfully:
|
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:
|
XOP-12169 | Onboarding Portal | Process, Backend, UI | Added support enabling user to re-onboard previously onboarded stores, including delivery partner, with following actions:
|
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:
|
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:
|
XOP-12719 | PPT | Process, Backend, UI | Added support for import/export of inventory items with the following actions:
|
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:
|
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:
|
XOP-12554 | PPT | Process, Backend, UI | Created new Parcel group in Settings with the following new permissions at company and global levels:
|
XOP-12629 | PPT | Process, Backend, UI | Removed cart.View permission and updated the following permissions at company and global levels:
|
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:
|
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:
|
XOP-11893 | Onboarding Portal | Process, Backend, UI | Enhanced Roles page export flow with the following actions:
|
XOP-12221 | Onboarding Portal | Process, Backend, UI | Enhanced import flow with following functionalities:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
PPT | Process, Backend, UI | Enabled management of biometric access by adding the following permissions at the global and company levels:
|
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:
|
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:
|
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:
|
Onboarding Portal, PPT | Process, Backend, UI | Enhanced Yellow Dog integration by updating current permissions and adding the following new Standard Product set of permissions:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
PPT | Process, Backend, UI | Enhanced management of data feeds at the global level by adding the following permissions:
|
PPT | Process, Backend, UI | Enhanced management of data feeds at the company level by adding the following permissions:
|
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:
|
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:
|
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:
|
Onboarding Portal | Process, Backend, UI | Configured the following hierarchy layers in online Advanced Day Order/Event Day Order menus:
|
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:
|
Onboarding Portal | UI | The following permissions in Admin>All Roles translate as expected:
|
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:
|
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:
|
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:
|
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:
|
Onboarding Portal | Process, Backend, UI | Improved Import/Export functionality by creating the new sub-group "Import Price" with the following permissions:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
Onboarding Portal | UI | The following elements in Events translate as expected:
|
Onboarding Portal | UI | The following elements in Sites translate as expected:
|
Onboarding Portal | UI | The following elements in Company Settings translate as expected:
|
Onboarding Portal | UI | The following elements in Roles translate as expected:
|
Onboarding Portal | UI | "Roles," "Users," "User Group" translate as expected in the following sections in Settings and Tools:
|
Onboarding Portal | UI | The following entities translate as expected:
|
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:
|
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:
|
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:
|
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:
|
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 :
|
Onboarding Portal | UI | The following items translate as expected:
|
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:
|
Onboarding Portal | Process, Backend, UI | Added following permissions to Pipeline group to enable management of calculated labor data from third party systems:
|
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:
|
Onboarding Portal | UI | The following items and fields in "Company" translate as expected:
|
Onboarding Portal | UI | The following items and fields in "Admin" translate as expected:
|
Onboarding Portal | UI | The following items and fields translate as expected:
|
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:
|
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:
|
Onboarding Portal | UI | The following items in Languages translate as expected:
|
Onboarding Portal | UI | The following items in Custom Fields translate as expected:
|
Onboarding Portal | UI | The following items in All Companies translate as expected:
|
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:
|
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:
|
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:
|
Onboarding Portal | UI | The following items in "Company>Languages" translate as expected:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
Improvements
Backend | Updated validation for description and name when creating a new role to no longer accept special characters and remove extra spaces |
User Interface | After filtering sites, adding another filter that doesn't match no longer removes the "Clear Filters" option |
User Interface | Updated "All Integrators" page
|
User Interface | Removed extra dimming on "Add Roles" modal when editing assigned roles for users |
Backend | Moved Macromatix integration from site level to company level |
User Interface | Switching tabs no longer changes the site status on the site grid |
User Interface | Updated sorting for the "Preferred Version" drop-down |
User Interface | Updated site to show for only one level of the hierarchy after changing hierarchy levels |
User Interface | Saving and closing the edit form for an Analytics service when mandatory fields are not filled out is no longer possible |
User Interface | Updated site selector text to reflect the correct number of sites currently selected for the sales detail report |
User Interface | When a site has no terminals, an empty list now shows instead of looping |
User Interface | The site list for a company now shows even if the Online Ordering API didn't respond |
User Interface | Applying a hierarchy to a site now applies without Sites.Hierarchies.Manage permission |
Backend | GET companies request no longer returns an error |
User Interface | Integrators list now opens without errors |
User Interface | Applying a hierarchy to a site now applies without any errors |
User Interface | Grid for "Preferred Version" field for a POS service now opens with no errors after editing it |
User Interface | Removed Macromatix as a result when searching for site services |
User Interface | Adding "POS Version" or "Phone" columns to site list grid no longer breaks scrolling |
User Interface | Number of sites with enabled POS and PayPal subscription now shows correct number |
User Interface | Editing "Demographics" service now shows empty fields for bulk fields instead of "Varies" |
User Interface | Portal no longer freezes when adding a site to a user |
Backend | Portal no longer passes default host for Paytronix if a new value is available |
User Interface | Shift + click can now be used to select multiple sites from site selector for the product list |
User Interface | Portal no longer freezes when selecting a date when clearing data |
Process | Updated the state dropdown options to include Puerto Rico when "United States" is selected as the country to fix site copying not completing when Puerto Rico is typed into the "State/Province/Region" input when "United States minor outlying islands" is selected |
2020-06-03 | 2.8 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:
|
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:
|
Backend, User Interface | Added ability to search entities by id for portal admin area for companies, sites, people, and integrators |
Backend | Added ability to read environment variables to support launching CRM/Analytics in a secured manner |
Backend | Added ability to enable Punchh Loyalty integration to allow customers to use Punchh Loyalty benefits in store |
Backend | Added confirmation token type to ACL |
Backend | Added Anatolii to database dump to be able to work with Portal locally |
User Interface | Added new Alias section to site editor |
User Interface | Added "Streaming Date" subscription that enables feed and sets initial parameters for sending order data to a specified endpoint to assist in managing reports and back office settings based in the orders data |
Backend | Added menu creation order source to Portal subscription for delivery partners to keep the menu distinct in the order source used for order injection for reporting purposes |
User Interface | Added endless scrolling to the site selector with an option to select all sites and added an auto-updated global role with all needed permissions for the PS team |
User Interface | Added restriction on selection of site to not be more than DM's limit when "Select All" is checked and disable the "Select All" button if the limit has already been reached of sites selected |
Backend | Added check for when a user turns on the Avalara service for a site to notify Portal to check Avalara's system to see if the company exists:
|
Backend, User Interface | Added contactless option to pay for orders placed at a drive-thru or curb-side to reduce physical touch while processing card-swipe payments for safety |
Improvements
User Interface | Renamed buttons for site creation, hierarchy creation, and tag creation to "Create Site", "Create Hierarchy", and "Create Tag" |
User Interface | Renamed the form headers for adding and creating new sites, roles, site hierarchies, and site tags |
User Interface | Background no longer dims until it is completely dark when moving through the nested hierarchies |
User Interface | Copying data from another site no longer shows the currently selected site in the list |
User Interface | When comparing two roles and one of the roles is changed, the roles are now being compared again and the shown different permissions is recalculated |
Backend | Increased ALB timeout to 4 minutes to reduce timeouts when pulling large numbers of sites |
Process | Clearing filters when searching for a site name now clears the search value from the field |
Backend | Updated validation of Paytronix credentials at a company level to specify authentication as b2b and pass the user's username and password in the body of the request |
User Interface | Clearing data for a site no longer shows a filled date upon opening the "Clear Data" modal |
Process | Custom field builder now saves without errors when adding new custom fields |
Process | Sites now update when loyalty is turned off at the company level |
Backend | The same unique alias can no longer be added to the same site and company to ensure unique indexing |
Process | Changing Portal-related permissions on the company level "Roles" page not shows permissions without errors |
Backend | Expired PayPal tokens on Portal now refresh instead of showing an error when downloading configs |
Process | Custom fields can now be marked as required when saved and show as required on pages |
User Interface | "Edit" and "Delete" options for existing users on the "All People" page now show in the table |
User Interface | DoorDash URL now only accepts a maximum of 256 characters |
Process | Clicking "Logout" option from the top right user menu now logs you out of portal |
Process | Adding a new alias that is the same as the value for another site now shows an error and doesn't save |
Process | Admins can now copy a role with all Back Office permissions and can enable and disable editing the Back Office permissions for the admin role |
Process | New sites that are copies of the original can now be created without errors when using the "Copy Data To" for a new site |
Process | Clearing filters when searching for a site now clears the search value from the field |
Process | Toggle state is no longer lost when you move the toggle between sections in the custom form fields builder |
Process | Searching for an unassigned user id on the "Users" page no longer shows any results |
User Interface | Adding a new alias to a site now shows the correct fields and proper scrolling |
User Interface | Toggling a field in the site custom field builder reflects the change when you reopen the builder and lock-icon duplicating has been fixed |
User Interface |
|
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 |
|
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 |
|
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:
|
Backend | Removed Support Admin and Support Module Admin from default CRM roles |
Process | Clicking the cancel button on the “Company Settings” page didn’t show the current company homepage |
User Interface | Updated the forgot password process to:
|
Process | Removing an app version from the database resulted in an error when attempting to edit the site |
Backend | Updated validation and editing for custom fields |
Backend | Removed redundant, deprecated, outdated, and unused permissions |
Backend | Provisioning stacks sometimes resulted in an error |
User Interface |
|
User Interface | Updated copying a site to allow you to select which entities to copy over into the new site |
User Interface | Updated “Deputy” instances to be connected to a single company so employees can be managed from different environments or franchises |
Process | The delete button was available for custom fields that have values on sites |
Process | When assigning users, only those on the current page were being added even if users across multiple pages were selected |
Process | Number of pages when assigning users didn’t correspond to the pagination of the user list |
User Interface | Checking the version message when the automatic update is off showed an incorrect message |
User Interface | Updated role form:
|
User Interface | Leaving fields empty on the “Copy Site” page resulted in the wrong error message displaying |
Process | Two sites couldn’t be deleted back to back |
User Interface | Tooltip was missing when building a site’s custom field |
User Interface | Search results didn’t populate for the upper search field on the “New Roles” tab |
User Interface | Sometimes the user was redirected to a different page after refreshing the page |
User Interface | POS versions that don’t exist were shown in search results and selectable when editing the POS section of 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 |