1. Update Order Product Swap function to consider shipping
- When an admin is performing a participant swap action, updates will factor if the order item includes shipping and inform the admin with relevant details to make appropriate actions.
- If the swapped out of item doesn’t have shipping attached, proceed with swap action
- If shipping is included but has no price associated, display a message to the user and allow the swap action
- If shipping is included and has a price, prompt the user to manage the shipping item row before allowing the swap
2. Refactor Notes modal and updated UI
Refactors the Notes modals to use Configio’s standard widget patterns for maintainability and improved interface. User interface updates include matching font color/size with site updated site format, removing background colors, adding priority badge icons, showing source participant for shared notes, and adding modal scrolling for long note lists.
3. Account and Participant Notes updates
- Extending Priority notes to Participants
- Adds the priority flag option to Participant Notes (similar to existing Account Notes priority function)
- Adding Priority Expiration
- Account and participant notes can have a priority expiration set. This allows the note to be included in the priority banner and displayed in the priority section of the notes modal until the expiration date occurs. This is a great feature for event specific notes.
- Shared Account/Participant Notes
- When adding or editing an Account or Participant note, users will have the option to ‘share’ the note with associated records.
- An Account note set as shared will display in the notes of all participants under the account
- A shared Participant note will display to the Account notes
4. Improve views used for Refund approvals
Improves database view performance for the Refund Approvals interface, providing a faster experience when loading refund approval data.
5. Allow deletion of SSO ID when a conflict exists
When a Single Sign On service provider is set to ‘system’, the ‘Manage’ dropdown in the edit account modal will display a read only field for 'External SSO ID'. A user cannot edit the field; however, a Delete button is available for the user to remove the existing ID, which will then be re-populated on the cart users next SSO login
6. Set SSO Config from Service Provider system SSO
Automatically updates the Single Sign On Provider config when a Service Provider SSO is set as system SSO. Enforces only one active System SSO at a time.
7. Update Onsite page to capture primary product
Ensures primary product structure consistency during participant swaps on the onsite management page. When swapping, the system checks if the swapped product is required, retrieves the primary product ID, and either creates a new order product or adds it under an existing one.
Adds a 'Total' row to the credit summary grid (sum of all credit rows). Fixes media generating with blank first pages by ensuring content fills the first page before splitting. Adds sorting for products within sub-groups using product sort order or start date/time.