In December we worked on:

  • General Ledger – a new general ledger feature; gift card and credit note improvements
  • Stripe – enhanced the refund process by linking Stripe payment data with local payment records
  • Website – SEO enhancements
  • Self Onboarding – API, ABA Deals and Managing Member improvements
  • Housekeeping – Depreciate Feature flag, Bin Management Settings and website SEO
  • R6, Vue3 Upgrade (& Ruby) – continuing upgrades

New Features

  • General Ledger
    • We progressed and implemented the functionality to process gift card redemptions in the General Ledger, ensuring accurate and efficient handling of gift card transactions. #186605922
    • We progressed in implementing a new API endpoint for deleting ledger chart rules, allowing users more flexibility in managing ledger configurations. #186592179
    • We progressed in the new feature in development, introducing a new way to organise financial records within the General Ledger, making managing and understanding the company’s finances easier. #186592154
    • We progressed in developing a new feature, implementing a system in the General Ledger to handle the financial transactions associated with the sale of gift cards, Vii, and vouchers. #186540625
    • We progressed in this new feature development, applying a Streamline Sidekiq queue management by introducing a translator enqueuer in the General Ledger system. #186490046
    • Added the ability to set a default selection for the ProductType dropdown in the Non-Tracked Items Creation Form. This enhancement simplifies the process of creating non-tracked items by pre-selecting the appropriate product type. #186513133
    • We’ve enhanced the validation of Ledger Transaction Coding to accommodate Accounts as a non-unique sourceable. This improvement ensures a more flexible and accurate coding process for ledger transactions. #186346670
    • Credit Note
      • We progressed in this new feature development, implementing a system to manage the redemption of credit notes within the General Ledger. #186539976
      • We’ve implemented a solution to manage negative values associated with Non-Tracked Items. This ensures accurate accounting and proper handling of various types of transactions. #186490658
    • Gift Cards
      • We progressed in our new feature development, implementing a system to manage the financial transactions related to selling gift cards, Vii, and vouchers in the General Ledger. #186532994
  • Vue 3 Upgrade
    • We introduced a new feature allowing users to print bin slips for shipped items easily during the Vue 3 upgrade. #186532621

Improvements

  • Self Onboarding
    • API
      • We introduced a new endpoint to streamline the onboarding process by allowing users to retrieve information about existing onboarding sessions, making the onboarding experience more efficient. #186614247
    • ABA Deals
      • We enhanced the ABA Deals section by adding an “On Order” column, making it easy for users to quickly identify if a title is already ordered, improving order management and reducing potential duplicates. #184708633
    • Managing members
      • We improved the Streamline onboarding process by automatically adding new sites to the Association list during cloning or setup. #186028760
  • Website
    • We adjusted the website’s behaviour for non-Circle sites to prioritise the “Landing page stub”, then “non_circle_landing_page_url”, then “Banner link” URLs when a title is displayed in a portal website. #186551959
    • SEO
      • We enhanced website metadata, focusing on title landing pages and category lists, to improve organisation and search engine optimisation. #186288259
  • Stripe
    • Refund
      • We applied an improvement where the system blocks the user from dropping Stripe payments on the system; this feature won’t consider Stripe payments already realised; it is just for the new ones. #186478769
      • We enhanced the refund process by linking Stripe payment data with local payment records, ensuring accurate and efficient transactions. #186478758
  • Association portal
    • We improved the Association Portal by accurately reflecting shop settings, even for hidden or deleted products, enhancing user transparency. #186328550
  • API
    • We’ve expanded the capabilities of our API now to accept product landing page URLs. Now, the portal site is able to show a specific URL for a product if it was assigned through the API for a specific site and a specific product. #186295668
  • Customer Orders
    • We’ve added a “Follow Up” in the Sale Orders Pick that enables the user to customise the follow-up days message for overdue sale orders. This improvement provides more flexibility in managing overdue customer orders. #186307834

Upgrades

  • Housekeeping & Tidy Up
    • Ruby 3.0
      • We resolved URI.escape cases in the paperclip gem, enhancing the stability and performance of the system. #186543967
    • Depreciate Feature flag
      • The Vii Breakdown on Till Cash Up feature flag has been deprecated, streamlining the system and removing unnecessary complexities. #186587774
      • We successfully deprecated the feature flag “Transfer PO Cart Between Group Sites,” simplifying the user experience and ensuring seamless cart management. #186587799
      • We deprecated a feature flag related to ‘Cash up Deposits’. This means that we are streamlining and simplifying the handling of deposits, ensuring a more efficient and straightforward process within the system. #186021779
    • SEO
      • Meta Tag
        • We optimised website performance by removing HTML conditional (shiv) code for IE, as reported by Chris, ensuring better compatibility and faster loading times. [#186523006]
      • Website SEO
        • We enhanced website SEO by updating the default robot.txt to specify the website crawler and adjusting the crawl delay to 5 seconds, improving search engine visibility. #186513155
        • We enhanced the website SEO by including a sitemap reference in the HTML header, improving search engine visibility. #186513151
    • Bin Management Settings
      • We improved user interaction in Bin Management Settings through Vue 3 Cypress Integration, ensuring a more intuitive and efficient experience. #186552861
    • We Implemented caching of Docker images on CI tests to reduce network usage, resulting in faster and more efficient testing processes. #185176275
    • Vue 3 Upgrade
      • We are working to upgrade to the Vue 3 framework. #186561517, #186552860, #186553446, #186603796, #18661210
      • We upgraded the system to ensure that categories in the Association section display correctly on mobile devices, enhancing user-friendliness. #186473213
    • We’ve organised business domain command specifications by moving them to the core folder. Additionally, we’ve split the command helper into domain and core parts and added any missing specifications. This ensures a cleaner and more organised structure. #186469549
    • General Ledger
      • We’ve cleaned up the relationships between the ledger tables. This ensures a more organised and efficient structure for managing financial data in the application. #186499105
  • R6, Vue3 Upgrade (& Ruby)
    • Continuing work on updating to the next version of our software framework. #18646679, #186526165, #186552849, #186552853, #186553537, #186556719, #186552861, #186544843
    • Continuing work on updating to the next version of our software framework. #186458786, #186479192, #186504757, #186499671
    • We’ve added a resource allowing you to print invoices for shipped items easily. This enhancement provides a convenient way to generate and view invoices for your shipped orders. #186514735
    • Shipped Items
      • In the ‘Shipped Items’ section, we’ve improved the user interface to display paginated orders when selecting a shipping process. This enhancement makes it easier to navigate and manage orders within the shipping process. #185989135

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