5.5.4.4

Issue key

Summary

Description

Issue Type

Components

V5-3977

Wallet and Financial Events issues & enhancements for front-end systems

1) The self-service API GET /wallets/{id}/transactions should include the transaction amount and location where the reward event was performed (not necessarily originating from an order).

2) Show date award will expire

Task

APPs AND PORTALS, WALLET

V5-3894

Ability to display embedded browser URLs by a configurable sorting order

Ability to display embedded browser URLs by a configurable sorting order set in system settings

Improvement

APPs AND PORTALS

V5-4176

Order Catalogue Accessibility settings

Provide the ability to specify which organisations have access to an Order Catalogue, i.e. they are able to sell the items of the catalogue when the merchant/venue fulfils the Order.

Improvement

ORDERS

V5-4139

Ordering devices with rental charge issue

Traceable physical good is included in an order that has a recurring fee. On checkout, only the recurring fee is shown, therefore the user is not able to specify the device to be given to the contact

Bug

ORDERS

V5-4228

Wallet funds not expiring on expected date

Wallet funds which are due to expire on a certain date (based on commerce pool rules) are not expiring. 

Bug

REWARDS CORE

V5-4199

Reward Events 'amount' filter is not working

Reward Events 'amount' filter not included in list reward events web api call.  In addition, use the same label for filter name and column name for the UI (currently using 'amount' and 'total amount'). 

Bug

REWARDS CORE

V5-4209

Ability to change a service's distribution to devices

Change a service's distribution to devices. When the service's quantity changes as well, then the change is classified as a downgrade or an upgrade and therefore is eligible for scheduling

Improvement

SUBSCRIPTIONS

V5-4186

Enhanced Subscription Insights

1) MRR Dashboard

   a) Change Service MRR
          i) change title to 'MRR per Service'

2) Active Subscribers dashboard

     a) Change to stack bar chart (2 stacks) - each bar shows total active subscribers within the month, each stack shows whether the subscriber is 'in trial' or not.

3) Active Services

     a) exclude expenses (recurring or not) - from dashboards and reports

4) Trial Management

     a) Service Trial Analysis > rename to Trial Analysis
     b) On top of each bar, show the total (i.e. the sum of all displayed stacks in the bar)

5) Subscription Insights

     a) Introduce new 'event' called 'In Trial' to retrieve NEW services (add service) which were added to subscriptions and have a trial period i.e. distinguish New (active and paid) and In Trial (active and in trial) - break down per service and view popular services to which customers subscribe with a trial
     b) Cancelled while in Trial - differentiate from other churns, same as in NEW event
     c) Change from a service 'in trial' to another service again 'in Trial': should be considered as the same trial period, not another trial for another service
     d) New Trial events
          i) Convert: service was invoiced at the end of its trial period and remains active
          ii) No Payment/Billing: Billing the service on its trial end failed either because there was no card on file OR payment was rejected.

Improvement

SUBSCRIPTIONS

V5-4185

Issue on re-activating a subscription

Automatic re-activation automation issue when subscriber tries to re-activate one of the services and at the same time the subscription is already in Active state (i.e. the subscriber tries to active one of the services and not the subscription)

Task

SUBSCRIPTIONS

V5-4169

Advanced Calendar Billing

Advanced Calendar Billing provides the ability to define whether the billing period of each new service added to a subscription will be aligned immediately or it will be delayed until the next billing period.

New Feature

SUBSCRIPTIONS

V5-4164

Issues when managing subscriptions of an organisation

• Cannot view details on the subscription owned by a merchant through Subscriptions summary screen

• Navigate to a merchant screen and place an order for a service - remove references to 'contacts' like the wizard  line on top on the screen

• Ability to search based on organisation in subscription screen (list subscriptions includes organisation_filter)

• Order estimation does not return the correct billing info

Bug

SUBSCRIPTIONS

V5-4150

Promotion not applied for expenses

Promotion not applied on expense service that was configured to be applied as an event-based charge. Billing issues the invoice but there's no discount on the expense service

Bug

SUBSCRIPTIONS

V5-4215

Add contact filter on Logs summary screen 

The filter should be an autocomplete on contacts and should use the same parameter as the user autocomplete filter

Task

USER EXPERIENCE & TECHNICAL

V5-4213

Amount/Purchased Quantity Award Issue

• create a reward offer with award based on purchased quantity

• create a purchase for such an item with quantity = 3

• award is given only for purchased quantity = 1

Bug

REWARDS CORE

V5-4212

Rental service is sent as array instead of string

When trying to update a rental price of a traceable physical good from rental to sale price, the rental_service_id is sent as an array: rental_service_id, instead of null

Bug

PRODUCT CATALOGUE

V5-4205

Issue with Automation action 'CRM.COM Automatic content updates' using User custom fields

On adding a content custom (user) field and editing the automation again, the selected user is not shown.

Bug

PLATFORM