5.5.2.1

Release CRM 5.5.2.1 includes the following features, enhancements & bug fixes:

 

Issue key

Summary

Description

Issue Type

Components

V5-3311

New Mongo collection & Report for Orders

Mongo DB to also keep track of collections for Orders and Leads

Improvement

ANALYTICS

V5-3186

Enhanced BI and Mongo events

  1. Add subscription events in Mongo Events collection: These events can be used to keep track of new services, changes, cancellations etc. per period, e.g. per month. This information will not be used to conduct analytics on the up-to-date info of a subscriber, but analytics will be conducted on the events that were performed during a period.

  2. Service Request/Leads/Orders: keep track of stage and state changes, possibility to also keep track of changing the owner

  3. Reward Events solution to be reviewed. Reward Events kept in Mongo in their own collection that needs to be documented

Improvement

ANALYTICS

V5-3364

MIssing communication tags

Account communication tags missing from Payments and Credit Notes templates

Bug

COMMUNICATIONS

V5-3346

Order flow issues

  1. Ad Hoc discount UI issue

a. Account owner has a currency other than the default. On giving the contact an ad hoc discount, user selects the amount (displayed correctly in the contact's currency) but the textbox displays the incorrect currency symbol. Remove or fix it (preferably the first)

  1. Orders Kanban screen issue

a. List Orders Web API - when triggered in Kanban board does not use the orders' state (as in SRs kanban)
b. i.e. on opening the Kanban board and there are 5 states for an order, then call the API once per state. Currently it  is called just once resulting in issues in the total number of orders per state

Bug

ORDERS

V5-480

Clone an Order

Orders can be cloned, i.e. used as a template for creating additional orders with similar items for the same or a different contact.

Story

ORDERS

V5-3354

Referral code tag in communication returns wrong value

Referral code tag in communication returns wrong value
Set up automation for refer friend, using the tag #contact.referral_code. The wrong value is returned, i.e the contact code is displayed instead of referral code of the referral cotnact.

Bug

PLATFORM

V5-3284

Ability to trigger a Provisioning Provider's integration Web APIs on renewing a service

Ability to trigger a Provisioning Provider's integration Web APIs on renewing a service

Improvement

PLATFORM

V5-3355

Issue in contact pricing

Wrong price applied for a contact during ordering:

  • A price A is defined with no conditions

  • A Contact has contact pricing for the same product A, but this price is more expensive than price A

Contact orders the product

  • Price A returned as part of listing a 'default product price' (on the left of the screen) - OK

  • Once user selects the product, price A is shown in quoted amounts which is wrong since there's another price for that contact and that product. Process must not apply the cheapest price, priority must always be given to contact pricing

Bug

PRODUCT CATALOGUE

V5-3332

Security user roles issues related to Organisations

If security profile does not have 'view organisations' enabled, user cannot enter the system at all.

This configuration should not be allowed to be disabled.

Also check linked configurations. i.e should be able to disable Business Network > Manage Reward Commercial Terms without system automatically disabling view organizations.

Bug

SECURITY AND USERS

V5-3351

Issuewith billing upcoming periods validation message

When billing a contact for too many billing cycles (more than the allowed ones), the validation message is not clear. It also includes an invalid date

Bug

SUBSCRIPTIONS

V5-3352

Forgot Password Enumeration Issue

Requesting a password reset should throw generic error messages and not email specific ones (e.g. email does not exist)

Bug

SECURITY AND USERS

V5-3348

Change the merchant user permissions

Merchant User Role permissions should not include promotions, events & logs and contacts

Task

SECURITY AND USERS

V5-3347

Credit Note/Invoice discount issue

Issue with caret position when entering discount on credit notes and invoices

Bug

USER EXPERIENCE & TECHNICAL

V5-3344

Email HTML Injection

Handle HTML Injection during register, invite user and reset password communications

Task

SECURITY AND USERS

V5-3343

Copy Organisation issue with platform

Error when copying counties of agreement and currencies

Bug

BUSINESS NETWORK

V5-3340

Improper Invalidation of Reset Tokens

Improper invalidation of reset tokens (e.g. OTP, change password), where such tokens are deleted after a period of time, but should be also deleted after a new one is requested

Bug

SECURITY AND USERS

V5-3338

Unauthorized User Access

Unauthorized user access across different business and merchants

Bug

SECURITY AND USERS

V5-3337

Business Logic Error in Contact Top-up to generate money

APIs should not support negative amounts (except purchase and bulk purchase)

Bug

USER EXPERIENCE & TECHNICAL

V5-3231

Retrieve usage from Freeradius  

Create new cron job plugin that will run every 1 hour and Retrieve usage from Freeradius and create UDRs.

Task

PLATFORM

V5-3223

Synchronize products on Freeradius

Create a new plugin (freeradiuswebhooks) for listening on update products.

Task

PLATFORM