In November we worked on:

  • General Ledger – a new general ledger feature and credit note improvements
  • Stripe – finessing the live connection, improving refund process.
  • Website – improvements to the website carousel and mobile views
  • R6, Vue3 Upgrade (& Ruby) – lots of upgrades this month in preparation for a smooth December

New Features

  • General Ledger
    • Work continues on the new structure and services for the accounting Ledger tables that will increase the reporting and tax management options. 186218606, 186209440, 186167872.
  • Stripe
    • We’ve improved our Stripe webhook to handle the checkout specifically when the status is ‘paid.’ In cases where an order has an invoice, it will now automatically pay the invoice. If no invoice exists, it will create an unallocated payment. #186094722

Improvements

  • Stripe
    • Stripe Refund
      • We improved the Stripe Refund process by updating the checkout flow. Now, the payment intention is saved locally in the Stripe checkout session. #186402649
      • We’ve implemented a Stripe Refund feature, enabling the Stripe client to create a refund for a payment intention. This enhancement provides a streamlined process for handling refunds directly within the Stripe platform. #186402643
    • We’ve implemented an update in the Stripe integration by applying a new layout to the Checkout confirmation page designed for Stripe payments. #186104832
    • We’ve made an improvement to our Stripe webhook system to handle the Stripe account updates and syncing with the system. #186102821
    • We’ve updated our checkout page to display the card brands that the user can pay through Stripe. #186102950
    • Stripe Integration
      • Improved Stripe integration by updating the information message, now, when there are Stripe accounts with completed registration, it will display the ID and the name of the associated Stripe account. #186151921
      • We’ve enhanced our Stripe webhook functionality to handle the ‘checkout.session.expired’ event, allowing us to expire stored Stripe checkout sessions in our database automatically. #186094632
      • The financial connection is so close. 186172699, 186102914, 186145351.
  • Customer Order
    • We’ve added a ‘Follow-Up’ button. Clicking this button opens a convenient modal form, allowing you to quickly add follow-up notes related to the order. #186305532
    • We’ve made an improvement in the Customer Order process by creating a follow-up system for special orders. #186276897
  • General Ledger
    • We’re progressing on the General Ledger to create API endpoints for ledger charts of a site. #186244869
    • We’re progressing on the General Ledger, specifically on a new feature called ‘Handle Payments.’ This involves working on functionalities related to managing payments in the BackOffice, specifically on the Account and Invoice pages. #186245359
    • Work continues on the new structure and services for the accounting Ledger tables that will increase the reporting and tax management options. #186218649, #186377123, #186377883, #186218649
    • We’ve progressed the new General Ledger feature, which enables the system to handle non-tracked items such as Freight, Surcharge, and Rounding. #186245302
    • Work continues on the new structure and services for the accounting Ledger tables that will increase the reporting and tax management options. 186159106, 186245981
    • Credit Note
      • We’re progressing on the General Ledger to handle negative payments related to Credit Notes from the Point of Sale (POS) system. #186490230
      • We’re progressing on the General Ledger, specifically in handling Credit Notes; we’ve improved the system to manage negative account transactions even when there is no associated payment. #186438444
      • We’re progressing on the General Ledger, changing the column name from ‘invoice’ to ‘originable’ in the ledger_transaction table. #186440213
  • Stocks
    •  CSV Exports
      • We’ve improved the safety of your customer data with a flag related to the CSV exports to managers only. And now the user can require two-factor authentication (2FA) for CSV exports too. #186203436
  • Website
    • Mobile View
      • We’ve made an improvement to the website homepage. Now, users can easily control the visibility of the image on mobile screens using the newly introduced ‘Show on mobile screen’ checkbox. #186358947
      • We’ve improved the website by adding an option that allows you to retain static images on the mobile view. #186245257
    • Carousel View
      • We’ve prioritised the improvement of the carousel view for sites set to fixed width, addressing a discrepancy where the carousel wasn’t transforming as intended, especially on mobile devices. #186297289
    • ‘Check Stock’-button for non-Circle stores changed to ‘Go to Store’ when in stock and ‘Check with Store’ when out of stock. 186245781
  • Gift Card
    • Emailed PDF
      • We’ve made an improvement to the Gift Card emailed PDF by updating the wording to be more clear and correct. #186427893, #186048938
  • SEO and A11y
    • We’ve changed the ‘Featured Product’ section on the homepage. Now, the images will be a directly link to the respective product page. #186359006
  • Binned Items (Vue 3)
    • We’ve made an enhancement in the ‘Binned Items’ section by removing leading and trailing spaces in shipping address fields. #186288470
  • Promotions
    • We’ve enhanced the ‘Promotions’ section by adding the ability to edit the barcodes listed on an existing promotion. #184468691
  • Association>Member Management
    • We’ve implemented an improvement for association websites, allowing managers to access the association page and have the ability to manage members by adding and removing them. #185702749
  • Load Stock
    • Self-Upload Tool When uploading titles, there is now a message prompting the user to add the missing data when these titles are not known to the community database. 184490531

Upgrades

  • Housekeeping & Tidy Up
    • We enhanced our system by relocating the command- and generic API structure to the core folder. #186479421, #186469549
    • Binned Items (Vue 3)
      • We addressed a problem where the address was applied even if the ‘Set as shipping address’ checkbox was unchecked. We fixed this to ensure the address is only applied when selecting the checkbox. #186288469
    • Feature Flag
      • We’ve added a feature flag for the Web POS. This flag allows us to selectively display the Web POS in shops that are ready in the future. #186295758
    •  GitHub and VUE
      • Continuing work on updating to the next version of our software framework. 186261867, 186244917, 186220410, 185737236
  • R6, Vue3 Upgrade (& Ruby)
    • We’ve introduced a temporary version toggle component. This allows users to switch between Vue 2 and Vue 3 interfaces easily. #186448752
    • Continuing work on updating to the next version of our software framework. #186409986, #186390243, #186461085, #186443270, #186465971, #186464687
    • Easier cat. lookup and mapping. View and map the cat. of a specific association’s members using the familiar layout from the previous Vue version. Simply click on the text box in the specific category and type the desired category name. #186047675
    • We’ve addressed and improved CSS- and nesting issues. This ensures a smoother and more consistent presentation of styles throughout the application, maintaining a polished and visually pleasing user interface. #186408313
    • We’ve refactored the data fetching process for Products (Promotion). This improvement optimises the way data is retrieved. #186389513
    • We’ve refactored the data fetching process for Batch Cards. This enhancement optimises the way data is retrieved. #18637828
    • Continuing work on updating to the next version of our software framework. #186445384, #186416860, #186358546, #186106069
    • As part of our Vue 3 upgrade, we’ve improved the way we fetch Promotions data by refactoring the process. #186372077
    • We’ve replaced the Gift Card Activate Dialog with a reusable Dialog Provider, enhancing the modularity and efficiency of our dialog components. #186368528
    • We’ve replaced the Batch Card Dialog with a reusable Dialog Provider. #186357866
    • We’ve enhanced the association category mapping feature, allowing us to display specific categories for each association member. #186047648
    • As part of our Vue 3 upgrade, we’ve improved the way we fetch Promotions data by refactoring the process. #186372077
    • We’ve addressed and resolved a Rails 6 issue, ensuring a stable and reliable testing process. #186336284
    • As we integrate Vue 3 with Cypress, we’ve initiated the setup of common intercepts, improving our testing capabilities. #186332270
    • Continuing work on updating to the next version of our software framework. 186349731, 186336284, 186331708, 185776389, 186273868, 186297741, 186290579, 186072692, 186047577, 186089430, 185394651

See www.twitter.com/circlesupport for all changes including bug fixes.

Some of the things we are currently working on:

  • Rails 6 Upgrade
  • Stripe Integration
  • General Ledger
  • Bug Fixes