Release 2025.02

Overview

Updates and Fixes

Report Builder

Added new base functionality that allows users to create custom exports and simple report pages for the worker portal or customer sites.  The reports can be created joining multiple CIMcloud database tables and allows for custom column selection and naming. These created report also have simple search capabilities. Detailed information on using this functionality can be found here: Report Builder

Google reCaptcha v3

Added Google ReCaptcha V3 functionality to the site as part of base product. When turned on and connected to your Google account, this new functionality uses Google ReCaptcha to checks to see if it thinks an order is being created by a human or a robot. If it determines it is a robot then the order cannot be completed. This determination is made based on a probability setting you can configure. Users do not have to type anything extra or pick pictures and this determination is being done in the background. Additional information can be found here: Protecting Your CIMcloud Website With CAPTCHA

Single Sign On (SSO) for Workers

Functionality for a new Bundle was added that allows for adding Single Sign On (SSO) for workers logging into the CIMcloud worker portal. Detailed information can be found here: Single Sign On (SSO) for Workers

Invoice Auto-Payments

Functionality for a new bundle was added that allows for Invoice Auto-payments. This allows users to sign up to have their invoices automatically processed by the website based on setting picked by the user and configured by the website owner. Credit Card or ACH records vaulted with the gateway used on the website are used at designed intervals to process open invoices and if desired credit memos that meet the designated criteria.  Detailed information can be found here: Autopay System

RMA Bundle Updates

A new feature was added to allow return reasons to be grouped and parent/child return reasons to be created.

New Feature Settings were added to be able to restrict the products that are be able to be selected when requesting an RMA

• Invoices types – Allows to set a list of allowed invoice types if RMA product selection is based off of invoices
• Invoice/Sales Order Age – Ability to set the max age of a sales order or invoice a return can be based on in days
• Apply Product Datasets – Allows the filtering out of products for returns based on datasets even if the product is on the accounts sales order or invoice history.

General Updates

• Added default question to mgr_addedit_saved_search.asp
• Removed the Resources Section and menu links in the Worker Portal
• Added jQuery outside events plugin – Auto-closes menu clicking outside of it
• Fixes extra whitespace in retail homepage when featured products are enabled (#932074, #923886)
• Updates the data set add-edit page to display the ref_id next to the name in the lists for order actions, warehouses, and shipping methods
• Redirect user from Product Price Report Page to Homepage if product’s price is hidden to the user
• Updates modal window to new styles on shipping method add-edit page for shipping class selection
• Fixes validation error on Shipping Method add-edit Page
• Fixes nav link scroll to sections on CIMcloud helper documentation in the Worker Portal
• Fixes issue where the context information (ContextItem and ContextKey) is added to some link URLs incorrectly.
  • This fixes an issue on abandoned_carts.asp where the Details link was broken because the context querystring was appended to the javascript:fncShowDetails(...) href by generic code that updates all DDT action links on portal dashboard pages.
  • Other un-reported bugs addressed in this fix:
    • Correctly handle links ending with a ? or &. The previous code assumed a 1-based index, however it is 0-based
    • Correctly handle URLs containing anchor references (ie #) in the url. For example, somepage.asp?key=1234#general should have the context querystring inserted before the # to be effective: somepage.asp?key=1234&contex....#general
  • A test function was also added to validate any new URL variations that need to be accounted for or changes to the existing logic. It can be ran from the Chrome dev tools console: Utilities.tests.addContextToLink()
• Adds script to update the EM-PROD-IN-STOCK-MAIN query to latest version to shorten the email subject length [EvolveScript]
• Adds new feature setting for Google Product Feed to control number of records returned, defaulting to 9999. [EvolveScript]
• Adds evolve script to update the session_pricing_override_map table’s primary key to reduce page lock contention during session create.
• Updated to latest version of Query_String_Hacker_Check.asp so local dev matches deployed images
• Fixes error with multi-input questions when no validation is set
• Worker Groups – Fixes “Duplicate User Key Value Found” error when posting an existing worker group
• Fixes typo in form post variables that prevented show_to_customer from being set properly
• Increases display name size on quote nicknames from 16 characters to 50 characters to prevent cut off.
• Updates the quote notificaiton email with additional text on which account number the quote was modified for.
• Adds Acumatica feature to settings [EvolveScript]
• Adds HTML Encoding to slideshow description input to support special characters.
• Updates Contacts link on accounts.asp to pass an enabled status searchstring
• Updates buildImagePath function to check the base url for a ? to conditionally append the cache busting variable with a ? or an &.
• Includes check for Power Customers to determine where to pull the accounts_query_type field from on select2 searches
• DDT saved searches: default saved search with account filters now applies on page load
• Adds script to fix casing for “Virgin Islands, U.S.” Country [EvolveScript]
• Fixes detail count issues on the abandoned_carts.asp page
• Fixes error whe clicking the detail link on abandoned_carts.asp page due to invalid field name reference
• Updated the use_qty_great_than & use_qty_less_than question text on mgr_inv_disp_ae.asp to include “Equal To” so that it accurately describes the functionality
• Updates payment page quote workflow logic to replace the “Continue Shopping” button with a “Create Quote” button
• Adds product inventory checks to ignore BO messaging in cart_templates.asp and the order confirmation system email when the product’s inventory item field (products.inv_item) is set to 0
• Adds migration script to fix up blank/null passwords [EvolveScript]
• Changes primary key on SPOM table to include the s_id, which reduces page lock contention between sessions starting simultaneously [EvolveScript]
• Fixes default settings values for non-feature related settings (Design, Analytics, etc) [EvolveScript]
• Cleans up orphaned uroom records [EvolveScript]
• Adds two new properties to Form Builder that are passed through to FormValidation to allow better control of error messages
  • JumpOnError
    • Default to True to match existing functionality
    • Controls whether the browser will scroll to an error message when the user submits the form with a validation error
  • JumpToTop
    • Default to True to match existing functionality
    • When True, the browser will scroll to the top of the page on a submission validation error.
    • When False, the browser will scroll to the first error message displayed on the page
• Fixes bug in LIB_QuestionBuilder causing validation to be skipped when the error class was overriden and JumpToTop was false
• Corrects issue with error message display in settings pages by hiding the form error message and jumping to the first question error message.
• Adds auto-version querystring to question_builder.js for cache-busting
• Fixes issue with auto-version querystring when applied to i_i_ (double i) pages and when appending to urls that have an existing querystring

Migration Scripts

• v4_13_0_00~upsert-accounts_sso_services-32A704EAFEB042A494EAE808C358643B.sql
• v4_13_0_01~upsert-feature-WORKER_SSO.sql
• v4_13_0_02~upsert-datamove-EM-PROD-IN-STOCK-MAIN.sql
• v4_13_0_03~upsert-feature_details-GOOGLEFEED-GOOGLEFEED-GOOGLE_PRODUCT_MAX_RECORDS.sql
• v4_13_0_04~autopay-index.sql
• v4_13_0_05~upsert-auto_payment_actions-69B0F6099FC047149D8D5BE17B61E31D.sql
• v4_13_0_06~upsert-data_sets-FEED3251B2BB46328A068016321AF6A7.sql
• v4_13_0_07~upsert-datamove-AUTOPAY-BATCH-CONFIRMATION.sql
• v4_13_0_08~upsert-datamove-AUTOPAY-CC-DECLINED.sql
• v4_13_0_09~upsert-datamove-AUTOPAY-CC-EXPIRING.sql
• v4_13_0_10~upsert-datamove-AUTOPAY-ENROLLMENT-CANCELLATION.sql
• v4_13_0_11~upsert-datamove-AUTOPAY-ENROLLMENT-CONFIRMATION.sql
• v4_13_0_12~upsert-datamove-AUTOPAY-SETTLEMENT-CONFIRMATION.sql
• v4_13_0_13~upsert-datamove-PROCESS-AUTOPAYMENTS.sql
• v4_13_0_14~upsert-dm_installs.sql
• v4_13_0_15~upsert-feature-AUTOPAY.sql
• v4_13_0_16~upsert-nav_links.sql
• v4_13_0_17~spom-pk-change.sql
• v4_13_0_18~upsert-feature-acumatica-acumatica-specific-settings.sql
• v4_13_0_19~upsert-feature_details-rma-add-rma-settings-GLOBAL-GLOBAL_RMA_ALLOWED_INVOICE_TYPES.sql
• v4_13_0_20~upsert-feature_details-rma-add-rma-settings-GLOBAL-GLOBAL_RMA_APPLY_DATASETS_TO_PRODUCT_SELECTION.sql
• v4_13_0_21~upsert-feature_details-rma-add-rma-settings-GLOBAL-GLOBAL_RMA_MAX_DAYS_TO_RETURN.sql
• v4_13_0_22~upsert-feature-rma-detail-print-pdf.sql
• v4_13_0_23~upsert-feature-RMA-Parent-Return-Reasons.sql
• v4_13_0_24~upsert-feature-rma-workspace-reason-settings.sql
• v4_13_0_25~1-add-customer_ro.sql
• v4_13_0_26~2-grant-customer_ro.sql
• v4_13_0_27~3-grant-session_data_set_map.sql
• v4_13_0_28~report-builder-system-data-records.sql
• v4_13_0_29~upsert-report_builder-7D3AC357657245C9ABE8BDF9A50A5229.sql
• v4_13_0_30~fix-up-analytics-app-settings.sql
• v4_13_0_31~upsert-data_sets-AUTOPAY.sql
• R~prevent-blank-passwords.sql
• R~fix-virgin-islands-casing.sql

Hooks

• Adds action hook LibSingleSignOnActionMatchUsernameEmailRecordSet to lib_sso.asp include
• Adds action hook LibSingleSignOnActionMatchCustomerKeyRecordSet to lib_sso.asp include
• Adds action hook LibSingleSignOnActionLinkLoginRecordSet to lib_sso.asp include
• Adds action hook ContactUsActionValidCaptcha to contact_us.asp
• Adds action hook CreateLoginAndAccountActionValidCaptcha to create_login_and_account.asp
• Adds action hook ProductStockReportActionDownload to product_stock_ddt.asp`
• Adds action hook ProductInvoicingHistoryDetailActionDownload to products_invoiced_detail.asp