Key | Name | Labels | Description | Attachments | Status | Resolution | Current Environment | Dates |
---|---|---|---|---|---|---|---|---|
BRDOX-428 | Super admin section: Storage used column showing incorrect information |
For sone accounts, it does show the correct information, for...
For sone accounts, it does show the correct information, for others not.
please see the screenshot. |
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Backlog | Unresolved | -- |
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BRDOX-427 | System Emails Not Working |
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Emails are not being sent by the system for Document Disappr...
Emails are not being sent by the system for Document Disapprovals and Timeline Event Reminders
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Backlog | Unresolved | -- |
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BRDOX-426 | Agents can ADD CATEGORIES in COMMUNITY |
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Agents can still ADD CATEGORIES in COMMUNITY. Previous Ticke...
Agents can still ADD CATEGORIES in COMMUNITY. Previous Ticket marked Done is not Done
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Backlog | Unresolved | -- |
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BRDOX-425 | Disapproved Document Email NOT being sent from the system |
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Disapproved Document Email NOT being sent from the system. S...
Disapproved Document Email NOT being sent from the system. System is supposed to send (and has worked in the past) an email with a note about the disapproved document and the document attached
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Done | Done | All Environments |
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BRDOX-424 | Notification Alert; Backup Failed for host.brokerdox.com. |
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Is this for BrokerDox 2.0?
----------
Hello Ray Carrano,...
Is this for BrokerDox 2.0?
---------- Hello Ray Carrano, The purpose of this email is to inform you that a notification was created for host.brokerdox.com (67.225.240.83). You can view this notification by logging into your account management area at https://my.liquidweb.com/. Details: Description: Backup Failed for host.brokerdox.com. Category: Backup Server Severity: Warning If you have any questions or concerns, please contact us at support@liquidweb.com or by calling 1-800-580-4985. |
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Done | Done | -- |
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BRDOX-423 | Resources Section |
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The # of documents appearing in ( # ) for each section is in...
The # of documents appearing in ( # ) for each section is incorrect. Please fix and lets make 15 Docs visible before you have to click on VIEW ALL DOCUMENTS...right now it's set at 5 but some sections display more than 5 and some don't
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Done | Done | -- |
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BRDOX-422 | update SSL certificates on beta brokerdox (*.api.betabrokerdox.com, *.App.betabrokerdox.com ) |
To secure your site, extract the files from STAR.betabrokerd...
To secure your site, extract the files from STAR.betabrokerdox.com_cert.zip and STAR.betabrokerdox.com_key.zip on your computer and upload them to your server. Here is a list of the most common server types and how to install SSL on them.
If you created a CSR and private key in-browser during SSL activation, you will find key.zip in your downloads folder. For a CSR that was created directly on your hosting server, the private key is already on your server, so you only need to upload cert.zip ----------- To secure your site, extract the files from STAR.api.betabrokerdox.com_cert.zip and STAR.api.betabrokerdox.com_key.zip on your computer and upload them to your server. Here is a list of the most common server types and how to install SSL on them. If you created a CSR and private key in-browser during SSL activation, you will find key.zip in your downloads folder. For a CSR that was created directly on your hosting server, the private key is already on your server, so you only need to upload cert.zip |
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Done | Done | -- |
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BRDOX-421 | Response Time Very Slow + Profile picture cropping + Profile picture update (auto + manual) |
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When doing any task in the system, the pages have become ver...
When doing any task in the system, the pages have become very slow when loading.
---- tasks: 1. reduce profile pictures ( automated way / reduce the picture ) 2. add query caching for other requests (go over the optimization carefully) |
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Selected for Development | Unresolved | -- |
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BRDOX-420 | CDA Wording Change |
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I'd like to change the wording on the CDA where it says in R...
I'd like to change the wording on the CDA where it says in RED... "Please make check payable to" (See screenshot) and change the words to "Please make payment to"
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Done | Done | -- |
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BRDOX-419 | Estimate: Notifications >> Replies |
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I need an estimate for when Agents (or whomever) reply's to ...
I need an estimate for when Agents (or whomever) reply's to a Community Note or a Notification Sent, that I can reply to that comment...See 2 screen shots
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Done | Done | -- |
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BRDOX-418 | There is the company (LoKation Real Estate) which doesn't appear on the superadmin page |
Please check in the database
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Ready for QA | Unresolved | -- |
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BRDOX-417 | Admin >>> Notifications >>> SENT |
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Admin >>> Notifications >>> Sent displays only 10 records......
Admin >>> Notifications >>> Sent displays only 10 records...when you click next, it doesn't display the next 10...it displays an empty Inbox....see 2 screen shots
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Selected for Development | Unresolved | -- |
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BRDOX-416 | SEARCH RESULTS Default Display |
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Top NAV SEARCH RESULTS Default Display View is 5 records...p...
Top NAV SEARCH RESULTS Default Display View is 5 records...please make that 50
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Done | Done | -- |
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BRDOX-415 | Coupon Not Working |
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Demo Account: https://brokerdox-real-estate.app.brokerdox.co...
Demo Account: https://brokerdox-real-estate.app.brokerdox.com/account/login - User = brokerdox+michaelscott@gmail.com Pass = Test1234....Coupon not working. This company also is not showing in the Super Admin....3 screen shots
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Done | Done | -- |
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BRDOX-414 | email@brokerdox.com is not a working email |
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email@brokerdox.com is not a working email...see 2 screen sh...
email@brokerdox.com is not a working email...see 2 screen shots...where is that? on the Sales site? Anywhere it is, we need to get rid of it...use info@brokerdox.com or brokerdox@gmail.com
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Done | Done | -- |
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BRDOX-413 | Server 500 Error when logging in |
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If a User tries to log in and puts the wrong email addres in...
If a User tries to log in and puts the wrong email addres in, they are getting a Server 500 Error....see attached...
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Done | Done | -- |
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BRDOX-412 | Disapproved Documents email incorrect |
|
When documents are disapproved and emailed to the agent, the...
When documents are disapproved and emailed to the agent, the email is coming from "info@brokerdox.com" instead of the actual Admin that disapproved the document. So if the agent replies to the email, the email reply goes to info@brokerdox.com
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Done | Done | -- |
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BRDOX-411 | change the admin email in the WordPress - phpmyadmin needed |
This email needs to be updated. such an email address does n...
This email needs to be updated. such an email address does not exist. it should be changed via the database ASAP.
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Backlog | Unresolved | -- |
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BRDOX-410 | Community: AGENTS can Edit Category Names |
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Agents should not be able to edit Community Category Names.....
Agents should not be able to edit Community Category Names...ie: the pencil next to Broker FAQ's" should not be there for Agents and Managers...just Admins should have access to that
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Done | Done | -- |
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BRDOX-409 | Setting up SMTP Mail Server |
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Need to set up SMTP Mail Server in Sales site
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Done | Done | -- |
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BRDOX-408 | Super Admin |
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Super Admin >>> filter >>> Subscription says BRONZE, SILVER ...
Super Admin >>> filter >>> Subscription says BRONZE, SILVER and GOLD...Should be Plan 1 - Plan 2 and Plan 3
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Done | Done | All Environments |
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BRDOX-407 | Super Admin |
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There are 8 Subscribers, but the ACTIVE SUBSCRIBERS says 12 ...
There are 8 Subscribers, but the ACTIVE SUBSCRIBERS says 12 Subscribers...The Overview Filter needs a better look...Can there be links under SUBSCRIBERS on the LEFT NAV BAR that would be quick links to ALL, ACTIVE, TRIAL and SUSPENDED? The Default View would be ALL
|
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Selected for Development | Unresolved | All Environments |
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BRDOX-406 | Change Icon & Website title |
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Need to change out the Web Browser Tab Icon...see screenshot
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Done | Done | -- |
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BRDOX-405 | Estimate: Accounting >>> Agent Summary >>> # per page |
|
Accounting >>> Agent Summary >>> # per page - (1) Please put...
Accounting >>> Agent Summary >>> # per page - (1) Please put an option for "ALL" when showing # PER PAGE and make the default "ALL"...(2) Also, there is no way to SORT the columns...the order of the list seems completely random...Would like ability to sort by: Name - Office - Volume $ - Agent $ - Company $
— Default = 100; Add option = ALL; The total should be moved over one column (see screenshot) |
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Backlog | Unresolved | -- |
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BRDOX-404 | Signup New Client Welcome Message with Code |
|
Signup New Client from Sales Website >>> Welcome Message con...
Signup New Client from Sales Website >>> Welcome Message containing Code >>> Change wording in email to "If you have any issues, please contact support".
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Done | Done | -- |
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BRDOX-403 | Create coupon funtionallity |
For details check the video starting from 25 min
[https://u...
For details check the video starting from 25 min
https://us02web.zoom.us/rec/share/X1ufsJCGfIuE1mhTZiqb-Z1YHQw8MTHo0j_K0LOEpen_ngU276XJcf6rwqbwClBf.YwqlV34NwCBwDVwC Passcode: *YwP0mZB |
Done | Done | -- |
|
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BRDOX-402 | Coupon Code for Payment Plans |
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Done | Done | -- |
|
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BRDOX-401 | create an invite code - Revised Summary and Detailed Scope of Work for BrokerDox |
h3. Revised Summary and Detailed Scope of Work for BrokerDox...
h3. Revised Summary and Detailed Scope of Work for BrokerDox
*Objective:* To enhance the registration process for BrokerDox by introducing an invitation-only system. This system will utilize automated email invitations with unique codes for access to the Laravel application. *Scope of Work:* # *WordPress Website (www.brokerDox.com):* * ** Upon submission of the contact form on the WordPress site, the user will be automatically sent an email. This email will contain a unique invitation code, essential for registering on the app.brokerDox.com platform. ** The invitation code must be automatically generated in a way that ensures it is unique and can only be used for a single registration to maintain exclusivity and security. ** The process will initiate an API call to the Laravel application hosted on app.brokerDox.com, signaling that a new user has submitted their information and an invitation code has been dispatched. # *Laravel Application (app.brokerDox.com):* * ** Upon receiving the API call from the WordPress website, the Laravel application will trigger an automated email process. This process will generate and dispatch an email containing the invitation code to the specified user's email address. ** It is critical to ensure that registration on the Laravel application is gated and requires the input of the received invitation code for access. This measure is to uphold the integrity of an invitation-only registration process. # *Integration and Process Flow:* * ** The integration between the WordPress website and the Laravel application is pivotal. It ensures a seamless transfer of user information and the automated generation and dispatch of the invitation code via email. ** This integration will rely on a secure API call from the WordPress site to the Laravel application, triggering the necessary actions for email generation and code dispatch. *Conclusion:* This proposed system aims to create a streamlined, secure, and exclusive registration process for BrokerDox users. By implementing an invitation-only system with unique codes, BrokerDox can enhance user engagement and ensure a controlled user intake on the platform. This approach not only enhances the security and exclusivity of the BrokerDox community but also aligns with modern practices in application access management. Implementing this system could significantly benefit user experience and platform security, making it a valuable addition to the BrokerDox ecosystem. --------------- h3. Revised Behavior of the Registration Form - https://app.brokerdox.com/ The registration form on the application is designed to streamline the user's experience by auto-populating certain fields upon entry of the invitation code. Once the user inputs their invitation code, fields such as email address, name, phone number, and company information will be automatically filled based on the data previously stored in the backend. Users will have the flexibility to update any of the auto-populated information to ensure accuracy and current relevance; however, the email address associated with the invitation code will remain locked for edits at this stage to maintain the integrity of the registration process and ensure that the invitation code is matched to the correct user profile. |
Selected for Development | Unresolved | -- |
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BRDOX-400 | Timeline email reminders not working |
|
Timeline email reminders not working. I tested it and my age...
Timeline email reminders not working. I tested it and my agents aren't getting theirs either
|
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Done | Done | All Environments |
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BRDOX-399 | URGENT - BrokerDox Super Admin |
|
URGENT - There are 4 ACTIVE sites. Please make sure these do...
URGENT - There are 4 ACTIVE sites. Please make sure these don't get deleted: (1) miabrownrealty.app.brokerdox.com (this is also the only active site not found on Super Admin) (2) https://premier-tcp.app.brokerdox.com/ (3) https://premierbrokersinternational.app.brokerdox.com/ (4) https://singer-island-realty.app.brokerdox.com/
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Done | Done | -- |
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BRDOX-398 | User upload error |
|
When a New User creates their account and tries to upload do...
When a New User creates their account and tries to upload documents, there is an error that says Forbidden...I've had this complaint several times from different agents from different companies.
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Done | Done | -- |
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BRDOX-397 | Bugs | Backlog | Unresolved | -- |
|
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BRDOX-396 | Change the arrows according to designs |
|
Backlog | Unresolved | -- |
|
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BRDOX-395 | Text doesn't displayed fully |
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Backlog | Unresolved | -- |
|
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BRDOX-394 | Layout breaks on the Prices, Features, Customization, About page |
Please recheck this pages for issues on screenshots
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Backlog | Unresolved | -- |
|
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BRDOX-393 | Give It a Try section is too small |
|
Backlog | Unresolved | -- |
|
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BRDOX-392 | Feedback section not the same as on design, page breaks |
|
Backlog | Unresolved | -- |
|
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BRDOX-391 | Page transtition should be higher according to design |
On the site page transition too low and page ending is visib...
On the site page transition too low and page ending is visible
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Backlog | Unresolved | -- |
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BRDOX-390 | The text is smaller according to design |
Please recheck page font size and change it according to fig...
Please recheck page font size and change it according to figma
in screenshots you see some examples |
|
Backlog | Unresolved | -- |
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BRDOX-389 | Low quality page transitions, also it not the same as in figma design |
This problem about all places on the site, not only those in...
This problem about all places on the site, not only those indicated in the task
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Backlog | Unresolved | -- |
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BRDOX-388 | SUPER ADMIN Issue - Company missing from Super Admin Panel |
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A company I signed up is missing from the Super Admin Dashbo...
A company I signed up is missing from the Super Admin Dashboard...>>> miabrownrealty.app.brokerdox.com - the site used to be there, I've seen it and logged in with the User on the phone....the site exists and she is using it, I just can't see it in the Super Admin panel anymore >>> It is not the same as mia-brown-realty.app.brokerdox.com which I see in the Admin Panel. That was the first company she set up, but something went wrong and we created another company...
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Done | Done | -- |
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BRDOX-386 | URGENT - cannot add credit card |
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URGENT......https://singer-island-realty.app.brokerdox.com/s...
URGENT......https://singer-island-realty.app.brokerdox.com/settings/billing/payments...Can't add the credit card. nothing happens when I press UPDATE INFO AND CLOSE...I took the credit card # out of the screen shot....
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Done | Done | -- |
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BRDOX-385 | Brokerdox monitoring |
analyze the metrics that need to be monitored, make a list a...
analyze the metrics that need to be monitored, make a list and add them to the monitoring
* *Check system performance metrics* * *Monitor disk space usage* * *Review server logs* * *Track CPU and memory usage* * *Monitor network traffic* * *Verify backups are running* * *Check for security vulnerabilities* * *Monitor application performance* * *Verify uptime and availability* * *Respond to alerts and incidents* |
Backlog | Unresolved | -- |
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BRDOX-383 | CDA - City wrong |
|
On the CDA's, the info for {My Company City} is reading out ...
On the CDA's, the info for {My Company City} is reading out as COMPANY NAME...see screen shots
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Done | Done | -- |
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BRDOX-382 | Log Reviews |
Regular review of system and application logs
|
Backlog | Unresolved | -- |
|
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BRDOX-381 | CI/CD Implementation |
Automated deployment for seamless feature integration
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Backlog | Unresolved | -- |
|
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BRDOX-380 | Weekly server OS updates & CI/CD updates |
Updated server operating systems.
---
* *Verify successfu...
Updated server operating systems.
--- * *Verify successful installation of updates* * *Reboot the server if required by updates* * *Test critical services after the update* * *Check for any deprecated or incompatible packages* * *Review and update OS-specific configurations* * *Validate custom scripts and automation tools post-update* * *Review and update firewall rules if affected by the update* * *Ensure compatibility with third-party software* * *Document the update process and any issues encountered* * *Rollback the update if critical issues are found*** |
Backlog | Unresolved | -- |
|
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BRDOX-379 | BrokerDox ADMIN issue |
|
[https://app.brokerdox.com/admin/subscribers]...>>> OVERVIEW...
https://app.brokerdox.com/admin/subscribers...>>> OVERVIEW >>> Can't see all the SUBSCRIBERS and SEACRH returns a 500 Error...Calendar is not showing right...prob more than 50 companies so there's no NEXT PAGE at bottom...Also need a DELETE function for all those Test companies
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Done | Done | -- |
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BRDOX-378 | Update plan description |
please run this command
php artisan db:seed --class=Subs...
please run this command
php artisan db:seed --class=SubscriptionPlansSeederUpdater |
Done | Done | -- |
|
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BRDOX-377 | small tasks | Backlog | Unresolved | -- |
|
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BRDOX-376 | The users fuctionality is broken on PROD |
From the client:
Hey Max. Got the top error when I went to ...
From the client:
Hey Max. Got the top error when I went to USERS. Bottom screenshot shows there are no ROLES for me to choose like Agent, Admin etc |
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Done | Done | -- |
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BRDOX-375 | Set up admin on brokerdox (prod) |
налаштувати адмінку, щоб адміну було видно всіх підписників,...
налаштувати адмінку, щоб адміну було видно всіх підписників, також адмін повинен мати змогу залогуватися ав будь-яку компанію як "Account owner"
https://app.brokerdox.com/admin/login |
Done | Done | -- |
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BRDOX-374 | To set up the Stripe ID in the environment |
To set up the Stripe ID in the environment
|
Backlog | Unresolved | -- |
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BRDOX-373 | Agent Signup Incomplete |
|
Agent Xiaodan Lin was able to bypass signup and create a tra...
Agent Xiaodan Lin was able to bypass signup and create a transaction. I completed her profile, but here status still says INVITE SENT. Soes she need to start over again and delete the transaction?
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Done | Done | -- |
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BRDOX-372 | Spelling |
|
In any Transaction >>> Showing Instructions >>> Add Showing ...
In any Transaction >>> Showing Instructions >>> Add Showing Instructions >>> Should say "Write your showing instructions here..."
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Done | Done | -- |
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BRDOX-371 | OPTIONS >>> MANAGER >>> CLOSED TRANSACTIONS |
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OPTIONS >>> MANAGER >>> CLOSED TRANSACTIONS...even though th...
OPTIONS >>> MANAGER >>> CLOSED TRANSACTIONS...even though this box is checked, my manager still cannot EDIT Closed Transactions
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Done | Done | -- |
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BRDOX-370 | User Document and CDA Error |
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For User ROBB SMITH and Transaction Address 5800 Fernley Dr ...
For User ROBB SMITH and Transaction Address 5800 Fernley Dr #8, west palm beach, FL 33415....there are 11 Documents in the Transaction....Only 5 are visible and I manually uploaded one of them. Additionally, I added an UNLISTED DOCUMENT and that is also not visible...URGENT, thanks!
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Done | Done | -- |
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BRDOX-369 | BrokerDox server Performance Monitoring |
Ongoing monitoring of system performance. Below is the list ...
Ongoing monitoring of system performance. Below is the list of typical items that includes in the regular server monitoring:
* Perform regular system updates to maintain the currency of all packages. * Check the installation status of Docker and install if absent. * Regularly pull the latest Nginx image from Docker Hub to keep the server up to date. * Ensure the Docker container running Nginx is correctly configured and ports are appropriately mapped. * Review and adjust Nginx configurations to serve web content accurately, with the right server block settings. * Monitor and refine security configurations within Nginx, including SSL implementations for secure connections. * Optimize Nginx's performance by tuning worker processes and connections to align with server specifications. * Verify volume mappings for data persistence to safeguard against data loss during container restarts or removals. * Continuously monitor Docker container performance, resource utilization, and make necessary adjustments. * Regularly review Nginx access and error logs for anomalies, potential issues, or security incidents. * Maintain a strict backup regimen for the Docker container's state and the web content hosted by Nginx. * Keep comprehensive documentation of the deployment processes, configuration settings, and maintenance procedures. * Ensure the Nginx server is operating efficiently with optimal performance, secure communication, and reliable data storage. |
Backlog | Unresolved | -- |
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BRDOX-368 | Deploy backup script on the PROD server |
The script should ensure that the project images, database, ...
The script should ensure that the project images, database, and nginx settings are copied with proxying.
Running every day at night, for the least load on containers and traffic |
Backlog | Unresolved | -- |
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BRDOX-367 | Deployment s3 storage on the PROD server |
Need deploy and setting automount s3 storage into brokerdox-...
Need deploy and setting automount s3 storage into brokerdox-prod-backend container
Also need rewrite default permisions for getting access to write |
Backlog | Unresolved | -- |
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BRDOX-366 | Contact Issue |
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If you create a Contact under ROLE >>> OTHER and enter a ROL...
If you create a Contact under ROLE >>> OTHER and enter a ROLE NAME and then click Save...if you click EDIT for the Contact and open it up again, the ROLE and ROLE NAME are missing. Shouldn't they be there?
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Done | Done | -- |
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BRDOX-365 | BrokerDox.com |
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The landing page for BrokerDox.com is the Laravel main page....
The landing page for BrokerDox.com is the Laravel main page...can we put something else there? or forward to a login page for now?
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Done | Done | -- |
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BRDOX-364 | Subscription pricing |
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Are we ready to go live with credit cards and pricing plans?...
Are we ready to go live with credit cards and pricing plans? Also, I want to run the pricing by Max (see 2 screen shots) and add to the wording we have in the plans. Once they run out of storage with their plan, there is no provision for additional storage
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Done | Done | -- |
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BRDOX-363 | Agent has 2 contacts |
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Agent Joelle Nieves has only 2 Contacts in a Transaction.......
Agent Joelle Nieves has only 2 Contacts in a Transaction....there should be 4 - see 2 screen shots
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Done | Done | -- |
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BRDOX-362 | Accounting >>> Agent Summary >>> Teams |
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Accounting >>> Agent Summary >>> Teams....the Teams columns ...
Accounting >>> Agent Summary >>> Teams....the Teams columns is not working. Let's just get rid of it, it doesn't need to be there
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Done | Done | -- |
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BRDOX-361 | Agent Last Name is their EMAIL |
|
Agent Last Name is their EMAIL...this happened to Jonathan F...
Agent Last Name is their EMAIL...this happened to Jonathan Frank as well...the last name is correct in their profile, but is coming up as their email in the CDA and the CDA dialogue box
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Done | Done | -- |
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BRDOX-360 | Email layout issue |
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See attached screenshot...please move the entire MLS# to the...
See attached screenshot...please move the entire MLS# to the next row. It always has the first couple of letters/digits on one row and then continues on the next row. Please do a line break for the MLS# thanks!
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Done | Done | -- |
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BRDOX-359 | Manager Permissions Issues |
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Issue #1...Manager CAN put transactions in CLOSED Status, wh...
Issue #1...Manager CAN put transactions in CLOSED Status, which is correct. But they CANNOT Edit Closed Transaction COMMISSIONS and TRANSACTION DETAILS after the transaction is closed, even though Permissions >>> Add/Edit >>> Closed Transactions is CHECKED to allow that...Issue #2 - Manager has access to DOCUMENT REVIEW which is correct, but within each transaction, there should be the Thumbs Up/Down like Admins...but that's not there...see screen shots from MANAGER and ADMIN accounts
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Done | Done | -- |
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BRDOX-358 | Timeline Events Default View |
|
Can you set the Left Nav TIMELINES >>> Timeline Events >>> F...
Can you set the Left Nav TIMELINES >>> Timeline Events >>> Filter and View Defaults to the following: (1) SHOW = ALL EVENTS (2) FOR = ALL (3) DISPLAY = MONTH (4) CURRENT MONTH...do for all Roles please, thanks! see screenshot for desired view and flters
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Done | Done | -- |
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BRDOX-357 | Estimate: Adding photos to transactions |
|
In each Transaction, I would like to add a PROPERTY PHOTOS T...
In each Transaction, I would like to add a PROPERTY PHOTOS Tab just above the TRANSACTION LOG Tab. The area to the right would have an option to add photos one at a time or in bulk. Thumbnails the size of the STATUS button maybe 3-5 per row (whatever will fit) would be good. They can click on a photo to see the full size or a bigger size that fits within the same area...popup would be best. There would be a Primary photo chosen (maybe uploaded separately) that would be displayed to the left of the Property Address, MLS#, etc. info on the top of the Transaction screen. Photo should be sized the same as the STATUS button on the right side of the Transaction screen. Need options to upload more photos, replace a photo, delete a photo or multiple photos.
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Selected for Development | Unresolved | -- |
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BRDOX-356 | Agent Account Issue |
|
1 Agent Xiaodan Lin signed up, but didn't complete her signu...
1 Agent Xiaodan Lin signed up, but didn't complete her signup process the right way. She didn't fill in any info yet she was able to get into the system and create a transaction. See screenshots. Have to fix this...she's not the first one to do this. I was able to delete previous users and invite them again, but this agent created a transaction so I could'nt delete...which is the way it's supposed to wqork...but we need to get this fixed....I believe if you use the BACK button or something unusual during the signup process you will be able to replicate it
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Done | Done | -- |
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BRDOX-355 | Dashboard >>> Latest Community Discussions |
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Dashboard >>> Latest Community Discussions....Lets knock thi...
Dashboard >>> Latest Community Discussions....Lets knock this down to 5 posts instead of 6 on the Dashboard...
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Done | Done | -- |
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BRDOX-353 | Renaming Items in Transaction Templates |
|
SETTINGS >>> TRANSACTIONS >>> TRANSACTION TEMPLATES >>> Acti...
SETTINGS >>> TRANSACTIONS >>> TRANSACTION TEMPLATES >>> Actions Column....the only option there is to REMOVE, should be able to EDIT the name
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Done | Done | -- |
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BRDOX-352 | Renaming stuff in Settings >>> Transactions |
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Renaming stuff in Settings >>> Transactions >>> Transaction ...
Renaming stuff in Settings >>> Transactions >>> Transaction Templates >>> Actions Column - the only option under the Actions column in TRANSACTION TEMPLATES and PROPERTY TYPES is "Remove"...is there a reason we can't EDIT the name of the item? That's currently an available option in the same section Settings >>> Transactions >>> TRANSACTION STATUSES
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Done | Done | -- |
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BRDOX-351 | Screenshots for BRDOX-350 |
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Screenshots for BRDOX-350 attached
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Done | Done | -- |
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BRDOX-350 | Dashboard >>> Offices >>> New Transactions # |
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Dashboard >>> Offices >>> New Transactions # - Not sure wher...
Dashboard >>> Offices >>> New Transactions # - Not sure where this number is coming from? It says 196, but Red # on Left Nav says 32 and it's not coming from total number of transactions...Does it include Rentals?
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Done | Done | -- |
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BRDOX-349 | User signed up, Invite still pending |
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User Jason Pobiak completed the signup process, but his acco...
User Jason Pobiak completed the signup process, but his account still says INVITATION SENT
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Done | Done | -- |
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BRDOX-348 | Dropdown Agent Search/Filter |
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The type of Dropdown Agent Search/Filter that is already in ...
The type of Dropdown Agent Search/Filter that is already in ACCOUNTING >>> TRANSACTIONS BY AGENT is what should be in USERS, Create New Transaction and SETTINGS >>> MY COMPANY >>> USERS. With a lot of Agents its difficult to search thru so many...see 4 screenshots
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Done | Done | -- |
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BRDOX-347 | Accounting >>> Agent Summary |
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Accounting >>> Agent Summary - This section is supposed to t...
Accounting >>> Agent Summary - This section is supposed to total transactions for each agent combining all their sales, rentals and other transactions. So in the screenshot, BETH PALACIO LLC has 2 transactions on 2 separate lines. There should be only 1 line for Beth with the totals in each column
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Done | Done | -- |
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BRDOX-346 | Improvement Commisions edit; Default to agent commision split, set to one agent |
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* Modify the UI of the commission section. Upon pressing the...
* Modify the UI of the commission section. Upon pressing the 'Edit' button, ensure the user is presented with an option to split the commission.
* The dropdown menu for selecting the number of agents involved in the commission split should default to 1, and this should be selected by default upon entry into the edit mode. * The 1 is the default value in the drop-down. The "commision Distribution" should be visible all the time. (see picture) |
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Done | Done | -- |
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BRDOX-345 | 404 Not Found |
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Im getting the 404 Not Found Error on ALL documents in DOCUM...
Im getting the 404 Not Found Error on ALL documents in DOCUMENTS PENDING APPROVAL
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Done | Done | -- |
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BRDOX-344 | ASSIGN TO User during "Create New Transaction" |
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For ADMINS, MANAGERS etc...ASSIGN TO User Field during "Crea...
For ADMINS, MANAGERS etc...ASSIGN TO User Field during "Create New Transaction" - need to be able to start typing to locate the User. Right now, I scroll thru 200+ agents to Assign a transaction to an agent
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Done | Done | -- |
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BRDOX-343 | I found the Commission Issue |
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When there is NO AGENT SPLIT, Broker Commissions are being c...
When there is NO AGENT SPLIT, Broker Commissions are being calculated by COMMISSION PLAN...when there's another agent involved and an AGENT COMMISSION SPLIT, the calculations are done as CALCULATIONS BY AGENT...see 4 screen shots...I think we need to put the BROKER DISTRIBUTION fields from the COMMISSION SPLIT screen and calculations into the calculations where there is only the primary agent
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Done | Done | -- |
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BRDOX-342 | Closed Docs Required Not Calculating |
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CLOSED DOCS REQUIRED transactions are not getting calculated...
CLOSED DOCS REQUIRED transactions are not getting calculated in ACCOUNTING/COMPANY SUMMARY and not in ACCOUNTING/AGENT SUMMARY. It's fine in the Dashboard/Offices and Dashboard/Summary
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Done | Done | -- |
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BRDOX-341 | Sales Calculations coming from the wrong place |
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I closed only 1 Transaction, a SALE...You can see on the RIG...
I closed only 1 Transaction, a SALE...You can see on the RIGHT side of the screenshot, The Company made ZERO, but showing GROSS COMMISSIONS as $299...In the ACCOUNTING, it's showing AGENT COMMISSIONS to Company are $299...Looks like BROKERAGE COMMISSIONS & FEES >>> Gross Commission is coming from the Commission Plan...we got rid of that
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Done | Done | -- |
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BRDOX-340 | Admin, Manager and Flex Admin missing from Contacts |
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Admin, Manager and Flex Admin missing from Contacts and miss...
Admin, Manager and Flex Admin missing from Contacts and missing from email popups for emailing CDA's and Documents
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Done | Done | -- |
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BRDOX-339 | SALES COMMISSION / FEES INCORRECT |
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SALES COMMISSION / FEES INCORRECT - We are back to an old is...
SALES COMMISSION / FEES INCORRECT - We are back to an old issue with SALES...600 NW 2nd Terrace, Deerfield Beach, FL 33441 has $395 fee to Broker but theres the old $299 Commission and $96 Fee...should be $395 FEE and ZERO Commission....see 2 screen shots
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Done | Done | -- |
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BRDOX-338 | Settings >>> My Company >>> User Search |
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Settings >>> My Company >>> Users - There needs to be a SEAR...
Settings >>> My Company >>> Users - There needs to be a SEARCH filter next to STATUS filter where you can start filling in a USERS NAME to find a User....with 400+ Users, it takes forever to scroll 8-9 pages to find a User....if the solution is to use the SEARCH on the TOP NAV, that would be OK, but the result does not show STATUS (Invite Sent, Active, De-Activated, Invite Needed) nor does it show ACTIONS (View, Send Reminder, Delete)...ideally I'd like BOTH ways when it comes to find and manage a User
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Done | Done | -- |
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BRDOX-337 | Transactions >>> Transaction Reporting >>> Actions |
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Transactions >>> Transaction Reporting >>> Actions - Only ED...
Transactions >>> Transaction Reporting >>> Actions - Only EDIT is available right now...as an ADMIN, there should also be an option for REMOVE like already exists in TRANSACTIONS...see 2 screenshots
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Done | Done | -- |
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BRDOX-336 | STATE issue during Signup |
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The STATE field is still an issue
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Done | Done | -- |
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BRDOX-335 | Commission Issue and Consumer Fee |
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Consumer Fee set up in Commission Plan is also not being cal...
Consumer Fee set up in Commission Plan is also not being calculated
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Done | Done | -- |
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BRDOX-334 | Commission Issue |
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In SOME transactions, maybe created after 1/11 when you go t...
In SOME transactions, maybe created after 1/11 when you go to the COMMISSIONS Tab, the NET AGENT COMMISSIONS is not calculating, there's just a dollar sign $
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Done | Done | -- |
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BRDOX-333 | MAJOR COMMISSION ISSUE |
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Agents NET Commissions are NOT CALCULATING AT ALL...just a $...
Agents NET Commissions are NOT CALCULATING AT ALL...just a $ sign is there. I've randomly checked 5 transactions...
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Done | Done | -- |
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BRDOX-332 | Can't re-arrange Categories in Community |
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I don't see a way to re-arrange the Categories in Community....
I don't see a way to re-arrange the Categories in Community...would like that feature...Also can't rename an existing Category after it's created...would like that feature too
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Done | Done | -- |
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BRDOX-331 | Change word in Notifications >>> Sent |
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Please change the word "Receivers" to "Recipients" in Notifi...
Please change the word "Receivers" to "Recipients" in Notifications >>> Sent
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Done | Done | -- |
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BRDOX-330 | Signup Issue #3 |
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When clicking on the calendar for "Date Joined", they have t...
When clicking on the calendar for "Date Joined", they have to click the back arrow too many times if they joined 10 years ago. Have to make that calendar editable or some solution that doesn't make them have to click the BACK ARROW over 100 times
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Done | Done | -- |
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BRDOX-329 | Signup Issue #2 |
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We have the same issue with the STATE field that we've alway...
We have the same issue with the STATE field that we've always had. If they put in FL, the system doesn't say that's an error and just bounces them back and forth between the 2 signup screens. Once they click FLORIDA, everything is fine. So please let's get rid of the dropdown box for STATE and let them fill in FLORIDA or FL or get a new address system.
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Done | Done | -- |
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BRDOX-328 | Signup Issue #1 |
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Many agents are able to get into the system without completi...
Many agents are able to get into the system without completing the entire signup process. Some fields are left blank, but somehow, they still get in. These peoples COMMISSIONS don't calculate correctly. Not sure how this is happening, but an account can't be created without all the fields
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Done | Done | -- |
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BRDOX-327 | CORRECTION for BDOX - 326 (Change wording on Fields in NEW TRANSACTION Wizard) |
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Change wording on Fields in NEW TRANSACTION Wizard... Change...
Change wording on Fields in NEW TRANSACTION Wizard... Change: "Sale / Rental Price" to "Sale / Rental Price (Enter full price for Listings) and change: " Closing Date" to "Closing Date / Listing Expiration Date"
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Done | Done | -- |
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BRDOX-326 | Change wording on Fields in Can u create a transaction in BrokerDoc and upload all docs? Thanks and congrats! Ray NEW TRANSACTION Wizard |
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Change wording on Fields in Can u create a transaction in Br...
Change wording on Fields in Can u create a transaction in BrokerDoc and upload all docs? Thanks and congrats! Ray NEW TRANSACTION Wizard... Change: "Sale / Rental Price" to "Sale / Rental Price (Enter full price for Listings) and change: "
Closing Date" to "Closing Date / Listing Expiration Date" |
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Done | Done | -- |
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BRDOX-325 | Top NAV Bar Search Results |
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When you SEARCH for a Transaction, the results section there...
When you SEARCH for a Transaction, the results section there is no column for ACTIONS like there is in the Transaction Tab
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Done | Done | -- |
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BRDOX-324 | Accounting Spreadsheet |
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You are only off on "Agent Commission/Fees to Company"....Se...
You are only off on "Agent Commission/Fees to Company"....See attached Spreadsheet
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Done | Done | -- |
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BRDOX-323 | Accounting >>> Errors in various places numbers aren't adding up |
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Accounting >>> OTHER Type of transaction not getting added t...
Accounting >>> OTHER Type of transaction not getting added to Accounting numbers... Please check all places in ACCOUNTING, DASHBOARD/OVERVIEW, DASHBOARD/OFFICES and ACCOUNTING/AGENT SUMMARY and make sure numbers match and are correct...see 5 screenshots. I gave an Excel Spreadsheet to show the numbers
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Done | Done | -- |
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BRDOX-322 | Server 500 Error |
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Server 500 Error - Settings >>> My Company >>> Users - Click...
Server 500 Error - Settings >>> My Company >>> Users - Click SEND INVITATIONS >>> SEND REMINDERS
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Done | Done | -- |
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BRDOX-321 | Commission Calculations not adding up |
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I added another RENTAL/LANDLORD transaction with an agent in...
I added another RENTAL/LANDLORD transaction with an agent in the PBG office. That commission does not show up in ACCOUNTING at all...additionally, none of the numbers match between these 3 places...1) Accounting 2) Dashboard/Overview 3) Dashboard/Offices (I was previously told that this number was off because one of the Users was not in the PBG Office...that is not working correctly...Please check that all numbers are correct for CLOSED and CLOSED DOCS REQUIRED before you sign off...this is the HIGHEST priority...I can't move forward without this being corrected...Login info raycarrano+brokerdox@gmail.com/Premier@1
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Done | Done | -- |
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BRDOX-320 | Transaction Documents Reordering |
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Transaction Documents Reordering - In all transactions, when...
Transaction Documents Reordering - In all transactions, when a document is uploaded, the "order" of the documents changes and the uploaded document goes to the bottom. As the owner, I put the most important docs at the top in SETTINGS >>> TRANSACTIONS >>> TRANSACTION TEMPLATES and they should stay in the same order always...random screenshot attached, but this is happening with all docs in all transactions.
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Done | Done | -- |
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BRDOX-319 | Accounting >>> Rental numbers incorrect |
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Accounting >>> Rental numbers incorrect...Agent Commission/F...
Accounting >>> Rental numbers incorrect...Agent Commission/Fees to Company should be $250...Address is 999 Rental Test St, jupiter, FL 33410...raycarrano+brokerdox@gmail.com/Premier@1
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Done | Done | -- |
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BRDOX-318 | Edit USER not loading quickly |
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Edit USER not loading quickly - Settings >>> My Company >>> ...
Edit USER not loading quickly - Settings >>> My Company >>> Users >>> Click on User >>> Click EDIT >>> takes 15-20 seconds to load info
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Done | Done | -- |
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BRDOX-317 | Dashboard >>> Offices >>> Dollar numbers not adding up |
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Dashboard >>> Offices >>> Dollar numbers not adding up - All...
Dashboard >>> Offices >>> Dollar numbers not adding up - All numbers should match for DASHBOARD/OVERVIEW, ACCOUNTING and DASHBOARD/OFFICES...see 3 screenshots
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Done | Done | -- |
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BRDOX-316 | Increase limit on prod backend to 2 minutes |
увеличить таймаут до 2 минут (то что мы делали ранее на звон...
увеличить таймаут до 2 минут (то что мы делали ранее на звонке)
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Backlog | Unresolved | -- |
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BRDOX-315 | Flex Admin and Admin missing in Contacts |
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Flex Admin and Admin missing in Transactions >>> Contacts - ...
Flex Admin and Admin missing in Transactions >>> Contacts - Beth Palacio is a Flex Admin...my login info is raycarrano+brokerdox@gmail.com/Premier@1 and URL: https://premierbrokersinternational.app.brokerdox.com/account/login
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Done | Done | -- |
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BRDOX-314 | Resent Invitation Error |
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Re-sent the Invitations and gor SOME SERVER ERROR
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Done | Done | -- |
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BRDOX-313 | 500 error while new user registration |
Video - https://somup.com/cZVfi0k035
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Done | Done | -- |
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BRDOX-312 | Manager name and email not showing in Transaction Emails |
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Manager name and email not showing in Transaction >>> Emails...
Manager name and email not showing in Transaction >>> Emails and Contacts in any Role...Same with any Admins that are added to the system
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Done | Done | -- |
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BRDOX-311 | Manager 500 Error and Permissions |
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Manager 2 issues...1) WARNING! 500 Error (See attached)...2)...
Manager 2 issues...1) WARNING! 500 Error (See attached)...2) Managers should be able to EDIT all parts of a CLOSED Transaction including "Transaction Detail" and "Commissions"
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Done | Done | -- |
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BRDOX-310 | Dashboard >>> Latest Community Discussion - Sorting Order |
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Dashboard >>> Latest Community Discussion - Sorting Order - ...
Dashboard >>> Latest Community Discussion - Sorting Order - need to sort newest on top
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Done | Done | -- |
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BRDOX-309 | Agents Approved Document |
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Agents Approved Document - Once an Agents Document is APPROV...
Agents Approved Document - Once an Agents Document is APPROVED, they should not be able to upload another document in its place. There is still the "Cloud Link" they can click on in Documents and overwrite the Approved Document.
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Done | Done | -- |
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BRDOX-308 | Dashboard >>> Documents Pending Approval |
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Dashboard >>> Documents Pending Approval - Admin view has th...
Dashboard >>> Documents Pending Approval - Admin view has the "Eye" and "Download" icons as it should....AGENT does not have that...only a link that downloads....need to have the same as Admins
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Done | Done | -- |
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BRDOX-307 | CDA Broker License # |
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CDA Broker License # is not populating in the CDA...It looks...
CDA Broker License # is not populating in the CDA...It looks like I have it filled in in MY PROFILE >>> PERSONAL INFO.... The Company License # is taken from SETTINGS >>> MY COMPANY >>> COMPANY Main Info and that is populating fine...
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Done | Done | -- |
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BRDOX-306 | Trial Mode |
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I should not be in Trial Mode...how do we get rid of that? I...
I should not be in Trial Mode...how do we get rid of that? If I need to set up a card and pay I can...
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Done | Done | -- |
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BRDOX-305 | New Company URL |
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https://premierbrokersinternational.app.brokerdox.com/....ra...
https://premierbrokersinternational.app.brokerdox.com/....raycarrano+brokerdox@gmail.com....Test1234
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Done | Done | -- |
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BRDOX-304 | Bulk Import & Send Invitations Error |
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Bulk Import got stuck...I refreshed the page and all Users w...
Bulk Import got stuck...I refreshed the page and all Users were imported, but no success message. I sent Invitations and got SOME SERVER ERROR!
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Done | Done | -- |
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BRDOX-303 | Email Sender Info |
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Emails sent say Brokerdox - PROD....can we change that to Br...
Emails sent say Brokerdox - PROD....can we change that to BrokerDox
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Done | Done | -- |
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BRDOX-302 | Rental Fees not calculating |
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For Rentals I closed 1 deal...there should be a $50 "Other F...
For Rentals I closed 1 deal...there should be a $50 "Other Fees to Company"...Sales volume $3,000 is correct...Agent commissions $1,300 is correct...Total Company Income $200 is correct...Agent Commission/Fees to Company $200 should be $150...Other Fees to Company $0 should be $50
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Done | Done | -- |
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BRDOX-301 | Agent Dashboard >>> Overview |
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Agent Dashboard >>> Overview - For AGENTS ROLE ONLY, change ...
Agent Dashboard >>> Overview - For AGENTS ROLE ONLY, change the word AGENTS to AGENT
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Done | Done | -- |
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BRDOX-300 | User Signup Issue |
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When New User uploads a profile photo during the signup proc...
When New User uploads a profile photo during the signup process, the system doesn't allow completion of signup and does not bring User to Dashboard. Clicking Continue brings you to the next page or previous page of the signup process, not the Dashboard. If you remove the profile picture, everything works fine.
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Done | Done | -- |
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BRDOX-299 | Fees in OTHER not calculating |
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Fees in OTHER not calculating in Accounting
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Done | Done | -- |
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BRDOX-298 | Rental numbers not working in Accounting |
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Rental numbers not working in Accounting...I just closed a L...
Rental numbers not working in Accounting...I just closed a LANDLORD transaction, Numbers are not showing in ACCOUNTING for all Users. Numbers are fine on all Dashboards
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Done | Done | -- |
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BRDOX-297 | Dashboard >>> Latest Community Discussion - Sorting Order |
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Dashboard >>> Latest Community Discussion - Sorting Order ne...
Dashboard >>> Latest Community Discussion - Sorting Order needs to be Newest on top
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Done | Done | -- |
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BRDOX-296 | Dashboard >>> Sales Volume |
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Dashboard >>> Sales Volume should not be $0 - I closed 1 sal...
Dashboard >>> Sales Volume should not be $0 - I closed 1 sale for $500,000 volume...https://premier-brokers-international-inc.app.brokerdox.com/ - raycarrano@gmail.com - Test1234
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Done | Done | -- |
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BRDOX-295 | Timeline Items Missing |
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2 Timeline events created for 444 N Ocean Dr....they show up...
2 Timeline events created for 444 N Ocean Dr....they show up in the Transaction >>> Timelines but 1 is missing from Left Nav bar TIMELINES...Login: https://premier-brokers-international-inc.app.brokerdox.com/timelines - User: raycarrano+agent@gmail.com - Pass: Test1234....same issue when logged in as Admin...Dashboard "Timeline Calendar" and Upcoming & "Overdue Timeline Events" shows them fine...
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Done | Done | -- |
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BRDOX-294 | Agent Access to CLOSED Deals |
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Logged in as Agent >>> Closed Transaction >>> Agent SHOULD B...
Logged in as Agent >>> Closed Transaction >>> Agent SHOULD BE ABLE TO EDIT: Contacts, Documents, Timelines, Notes, Showing Instructions...should NOT be able to edit: Transaction Detail, Commissions...Right now, nothing can be Edited...this was an issue and was resolved in previous versions
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Done | Done | -- |
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BRDOX-293 | New User signup process |
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I created 1 new user. New User clicks email signup and creat...
I created 1 new user. New User clicks email signup and creates account for the first time....fill in all information on page 1, go to page 2 no problem, fill in all info...clicking COMPLETE AND GO TO YOUR DASHBOARD brings you back to the 1st page, never to the Dashboard....I removed the USERS PROFILE IMAGE and everything worked after that....https://premier-brokers-international-inc.app.brokerdox.com/user-wizard - Admin: raycarrano@gmail.com - Pass: Test1234
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Done | Done | -- |
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BRDOX-292 | CLOSED >>> Accounting >>> Fees are still calculating wrong |
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CLOSED >>> Accounting >>> Fees are still calculating wrong.....
CLOSED >>> Accounting >>> Fees are still calculating wrong....I closed 1 deal. There is a Fee for $149.50 and a fee credit for $149.50 so the number in "Agent Commission/Fees to Company" should be ZERO, but it's showing as -$149.50......All other fees, commissions, volume etc are correct...Login: https://premier-brokers-international-inc.app.brokerdox.com/accounting - User: raycarrano@gmail.com - Pass: Test1234
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Done | Done | -- |
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BRDOX-291 | Email REPLY Issue |
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When the system sends an email to a USER (ie: Document Disap...
When the system sends an email to a USER (ie: Document Disapproved) the REPLY email needs to be back TO THE SENDER of the email. Right now, it's set up to go to INFO@BROKERDOX.COM. So think of 100+ companies all reply's can't go to BrokerDox...they have to go to the Sender of the email. At the very least...it would have to be NO-REPLY email.
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Done | Done | -- |
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BRDOX-290 | Created New company with no users |
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Created New company with no users - and it worked. Importing...
Created New company with no users - and it worked. Importing 400+ Users now and it's taking a long time. The SAVE CHANGES button is clicked and showing lighter color...but there's no pop-up saying "Importing Users" or a status bar etc...see screen shot...it's been over a minute and nothing is happening...I clicked somewhere else, went back to Users and they all look like they were imported. There was never a Success Message.
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Done | Done | -- |
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BRDOX-289 | Acount Owner Access |
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https://premier-brokers-international.app.brokerdox.com/sett...
https://premier-brokers-international.app.brokerdox.com/settings...raycarrano@gmail.com...Test1234 >>> Account Owner does not have full access to all sections in SETTINGS
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Done | Done | -- |
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BRDOX-288 | Production Version - Account Owner Issue |
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Account Owner does not have access to all functionality in S...
Account Owner does not have access to all functionality in SETTINGS...see screen shot
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Done | Done | -- |
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BRDOX-287 | "https://app.brokerdox.com/" Testing |
Hi, Ray! You can start testing production
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Done | Done | -- |
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BRDOX-286 | copy WP site to production |
copy [https://www.betabrokerdox.com/] the WP site to
broke...
copy https://www.betabrokerdox.com/ the WP site to
brokerdox.com and give me admin credentials. |
Backlog | Unresolved | -- |
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BRDOX-285 | Проверить создан ли attached storage на digital ocean |
Все файлы должны записываться туда, а не на сервер
Сделат...
Все файлы должны записываться туда, а не на сервер
Сделать нужно на : # betabrokerdox # brokerdox --------- Работа с хранилищем данных: Создать задачу для Ивана по настройке и интеграции attached storage (альтернатива s3 AWS) на DigitalOcean. Необходимо обеспечить, чтобы все файлы и изображения, загружаемые пользователями, хранились в этом облачном хранилище. |
Backlog | Unresolved | -- |
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BRDOX-284 | Проверить как часто создаються (DAILY) бэк-апы, где храняться и как проверить тестировщикам эти бэк апы |
разработать и реализовать стратегию резервного копирования д...
разработать и реализовать стратегию резервного копирования для баз данных и кода брокеров в рабочей среде app.brokerdox.com (Production). Это включает в себя выбор подходящих инструментов, планирование расписания бэкапов и обеспечение их безопасности.
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Backlog | Unresolved | -- |
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BRDOX-283 | Name for the emails box "Brokerdox - PROD |
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"At the moment, we use the email address "info@brokerdox.com...
"At the moment, we use the email address "info@brokerdox.com" for sending notification emails, such as verification emails."
Should we change it for another adress? |
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Done | Done | -- |
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BRDOX-281 | Accounting Error new company |
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Accounting Error new company...3 screen shots attached. I cr...
Accounting Error new company...3 screen shots attached. I created and closed 1 deal in new company. In Accounting (1) Sales volume is $900,000 is correct (2) Agent commissions $21,400 is correct (3) Total Company Income $5,600 is correct (4) Agent Commission/Fees to Company $5,600...should be $5,400 (5) Other Fees to Company $200 is correct...Example property URL https://premier-brokers-international-beta6.app.betabrokerdox.com/transaction/1 LOGIN INFO: raycarrano+beta6@gmail.com PASSWORD Test1234
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Done | Done | -- |
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BRDOX-280 | Approving user Docs in new company |
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The Review Document issue I submitted today is not a problem...
The Review Document issue I submitted today is not a problem in the new company I created today...so not sure if there's an issue at all? or if it needs to be addressed
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Done | Done | -- |
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BRDOX-279 | Document Review New Issue |
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Admin >>> Document Review - Yu can approve documents. (1) Yo...
Admin >>> Document Review - Yu can approve documents. (1) You cannot Disapprove documents and leave a note...the system gets stuck when you click DISAPPROVE AND SEND NOTES...(2) When VIEWING the Document it says 404 Not found...(3) When you try and Download the Document, you get an INTERNAL SERVER ERROR...4 screen shots
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Done | Done | -- |
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BRDOX-278 | Bulk Import - "Download Import Status (CSV)" |
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Bulk Import - "Download Import Status (CSV)" - I created a n...
Bulk Import - "Download Import Status (CSV)" - I created a new company and imported 435 Users...all worked well. 1 User not imported. I clicked the "Download Import Status (CSV)" link, but nothing happened
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Done | Done | -- |
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BRDOX-277 | Changing User Email Address |
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It looks like only Admins can change a Users Email Address? ...
It looks like only Admins can change a Users Email Address? When logged in as an Agent, I don't see the Email Address Field...2 screen shots...one is Admin View and the other is Agent View
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Done | Done | -- |
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BRDOX-276 | Dashboard >>> Latest Community Discussion |
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Dashboard >>> Latest Community Discussion...when displayed n...
Dashboard >>> Latest Community Discussion...when displayed next to another widget, it looks like there's room for 1 or 2 more items that would make the height of the section the same as the section next to it. Can we add posts? there are 4 now, could prob display 6
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Done | Done | -- |
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BRDOX-275 | Create pop-ups for permission updates |
Need to add:
# Progress pop-up # Succsessful pop-up |
Ready for QA | Unresolved | -- |
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BRDOX-274 | user impersonation in the super admin |
[https://app.betabrokerdox.com/admin/subscribers]
list o...
https://app.betabrokerdox.com/admin/subscribers
list of users and ability to login as user into their account that is what needs to be fixed |
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Ready for QA | Unresolved | -- |
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BRDOX-273 | Time Delay for Users section |
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When you click USERS in the Left NAV Bar, it takes 5+ second...
When you click USERS in the Left NAV Bar, it takes 5+ seconds to load...
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Done | Done | -- |
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BRDOX-272 | Time Delay |
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Click on any Transaction >>> Transaction Detail - When you c...
Click on any Transaction >>> Transaction Detail - When you click the EDIT Button, there's a delay of around 7 seconds before anything happens...none of the other Tabs have that issue
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Done | Done | -- |
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BRDOX-271 | Accounting Fixed |
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I used other transactions to Close out 2 deals and Accountin...
I used other transactions to Close out 2 deals and Accounting is working correctly. It looks like 1 transaction was a problem...not sure why that would be the case. 4665 2nd Ave is the address...weird...still adding only $96 instead of $395 to Accounting...I may have edited that number at one point in Commissions >>> Fees >>> Consumer Fee
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Done | Done | -- |
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BRDOX-270 | Admin >>> Settings >>> Options |
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Admin >>> Settings >>> Options - There's no Success Message ...
Admin >>> Settings >>> Options - There's no Success Message when you change options and click "Save and Apply"...the changes do get saved, but it looks like nothing is happening
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Done | Done | -- |
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BRDOX-269 | Download report about import users doesn't work |
If some of users weren't imported for some reasons, user can...
If some of users weren't imported for some reasons, user can't download report to understand which user weren't imported and why
Video - https://somup.com/c0lXQVgRVY |
Done | Done | -- |
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BRDOX-268 | Users checkbox not working |
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Admin >>> Settings >>> My Company >>> Users >>> Checking Use...
Admin >>> Settings >>> My Company >>> Users >>> Checking Users does not seem to do anything...What are the check marks for?
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Done | Done | -- |
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BRDOX-267 | Agent Account Setup Error |
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Many agents are not filling in the STATE in properly and are...
Many agents are not filling in the STATE in properly and are getting an SQL Error. We've had this issue before...SQLSTATE22P02: Invalid text representation: 7 ERROR: invalid input syntax for type bigint: "null" CONTEXT: unnamed portal parameter $1 = '...' (SQL: select count(*) as aggregate from "states" where "id" = null).
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Done | Done | -- |
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BRDOX-266 | Timeline Calendar in Dashboard |
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There are 4 choices in the Dashboard >>> Show (Dropdown)>>> ...
There are 4 choices in the Dashboard >>> Show (Dropdown)>>> Timeline Calendar >>> (1) All Events (2) Overdue (3) Completed (4) Remaining...#3 Completed working right...the other 3 are not showing what they are supposed to
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Done | Done | -- |
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BRDOX-265 | Agents Timeline Events Not showing in WEEKLY View |
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Agents Timeline Events not showing in Weekly View...All othe...
Agents Timeline Events not showing in Weekly View...All other Views and Dashboard are fine
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Done | Done | -- |
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BRDOX-264 | CLOSED Transaction for Agents (URGENT) |
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Same issue has popped up again. When a Transaction is CLOSED...
Same issue has popped up again. When a Transaction is CLOSED...Agents SHOULD be able to EDIT...Contacts, Documents, Timeline, Notes, Showing Instructions....they SHOULD NOT be able to Edit Transaction Detail and Commissions....right now, nothing is Editable
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Done | Done | -- |
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BRDOX-263 | Accounting |
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Accounting...I closed 1 deal. OTHER FEES TO COMPANY should b...
Accounting...I closed 1 deal. OTHER FEES TO COMPANY should be $395, not $96...since all the money to Broker came from OTHER FEES, not Commissions...all other figures in Accounting are correct. They are correct in the DASHBOARD OVERVIEW also. The Agents commission/fee was waived and the Broker got the OTHER FEE that was set up in the Commission Plan.
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Done | Done | -- |
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BRDOX-262 | Can't Change Users Email |
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There's no way for the User to change or edit their email ad...
There's no way for the User to change or edit their email address or Admins to change or edit email addresses for any User. We had addressed this a while back.
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Done | Done | -- |
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BRDOX-261 | Agent Permissions Update Error |
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For Agents...I unchecked Add/Edit for Community Categories a...
For Agents...I unchecked Add/Edit for Community Categories and Messages...(1) No Success Message displayed (2) The boxes were unchecked when I refreshed the page (3) The changes didn't take effect. The Agents can still create Community Categories and Messages
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Done | Done | -- |
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BRDOX-260 | Modify CDA Template not working - UPDATE |
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I discovered that you have to exit the HTML editor and THEN ...
I discovered that you have to exit the HTML editor and THEN press UPDATE CDA TEMPLATE. If you edit the HTML and don't exit out of that before saving, it won't save. So, all is good unless you think that needs to be fixed...
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Done | Done | -- |
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BRDOX-259 | Modify CDA Template not working |
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Admin >>> Settings >>> Commissions >>>> CDA Template >>> Mod...
Admin >>> Settings >>> Commissions >>>> CDA Template >>> Modify CDA Template >>> Click HTML - Any Changes made are not being saved. The dialogue box says SAVED, but, it's not saving changes
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Done | Done | -- |
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BRDOX-258 | CDA Random Name |
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I hadn't put my name in the Signature Field yet in SETTINGS ...
I hadn't put my name in the Signature Field yet in SETTINGS >>> COMMISSIONS >>> CDA TEMPLATE. I just did that and the random name went away
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Done | Done | -- |
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BRDOX-257 | CDA - Random Agents name appearing in Signature section |
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One of our Agents names is appearing in the CDA...it's not a...
One of our Agents names is appearing in the CDA...it's not an agent involved in the transaction...Adrian Shala...see screenshot
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Done | Done | -- |
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BRDOX-256 | Agent Dashboard Empty |
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There's no elements on Agent Dashboard. It's completely blan...
There's no elements on Agent Dashboard. It's completely blank
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Done | Done | -- |
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BRDOX-255 | Admin >>> User section is blank |
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When Filters set to ALL, nothing displays
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Done | Done | -- |
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BRDOX-254 | Dashboard error and import/invitations info |
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I split up 436 users into 5 separate CSV files and uploaded ...
I split up 436 users into 5 separate CSV files and uploaded one by one for the 5 files during the company setup. That worked.
When I sent the invites, only 100 sent and I got that “something went wrong” error. But 236 actually sent. Then I invited the last group and it worked with the success message. I signed as one of the invited agents. Everything looks good except their Dashboard is empty. On the Admin side, when you try and edit the Dashobpard, you get a “Some server error” warning |
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Done | Done | -- |
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BRDOX-253 | Users page doesn't show any users |
напевно тому що багато юзерів
Перевірити можна тут ...
напевно тому що багато юзерів
Перевірити можна тут https://lavonne.brokerdox.dev.ourdevapps.com/users a304c389-d716-4ec9-b8f1-5f15a3e076a6@mailslurp.com 12345678 |
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Done | Done | -- |
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BRDOX-252 | Problem with widgets (500 error) for user who was imported |
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Backlog | Unresolved | -- |
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BRDOX-251 | SHOW STOPPER...Bulk Import and Sending Invitations |
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Getting error messages sometimes in BULK USER IMPORT. The Us...
Getting error messages sometimes in BULK USER IMPORT. The Users DO GET IMPORTED, sometimes not all of them. When trying to Send Invitations, getting an error message "Some Server Error"...different errors when importing from Company Setup Interview than importing and sending invitations after company is created
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Done | Done | -- |
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BRDOX-250 | Bulk User Import Issue |
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I did the bulk upload of Users...there was no success messag...
I did the bulk upload of Users...there was no success message after import and the dialogue box did not progress to the next step (Done) after import. The users were imported successfully though
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Done | Done | -- |
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BRDOX-249 | Flex Admin Dashboard Question |
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The Flex Admin Dashboard is blank...The widgets that should ...
The Flex Admin Dashboard is blank...The widgets that should NOT be seen are OVERVIEW, DEAL SUMMARY and OFFICES. Is there a way to see the other Widgets? Especially Documents Pending Approval. Thanks
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Done | Done | -- |
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BRDOX-248 | Terminated Transactions |
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Agents and Admins should be able to see Terminated Transacti...
Agents and Admins should be able to see Terminated Transactions in the Transaction area. Please put it at the bottom after Closed Transactions
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Done | Done | -- |
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BRDOX-247 | Timed Logout |
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Automatic logout not working. I stayed logged in last night ...
Automatic logout not working. I stayed logged in last night and I was still logged in this morning.
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Done | Done | -- |
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BRDOX-246 | Agent >>> Generate CDA issue |
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Agents should not be able to create CDA's...
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Done | Done | -- |
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BRDOX-245 | Change new transaction counter duration to be equal to new transaction (Green mark) |
Need to make the same number of days for which the transacti...
Need to make the same number of days for which the transaction is displayed for the red counter and the transactions marked in green. See screenshot
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Done | Done | -- |
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BRDOX-244 | Tiered commision Split Not work in commission |
We need to fix it. Now this does not work in commissions.
...
We need to fix it. Now this does not work in commissions.
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Ready for QA | Unresolved | -- |
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BRDOX-243 | Agents should be able to VIEW Closed Transactions by Default. |
Зараз для нових агентів пермішн виключений по дефолту, потрі...
Зараз для нових агентів пермішн виключений по дефолту, потрібно зробити щоб був включений
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Done | Done | -- |
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BRDOX-242 | After user add company resource during the registration of new company it doesn't appear at the "Current Branding Resources" window |
# Go to app.betabrokerdox.com and start registration new com...
# Go to app.betabrokerdox.com and start registration new company
# On the 6 step add resources # Observe that recource wasn't added to the window Video - https://somup.com/c0li1ngLYu |
Done | Done | -- |
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BRDOX-241 | New Company URL |
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The new company can be found here...https://premier-brokers-...
The new company can be found here...https://premier-brokers-international-test.app.betabrokerdox.com/account/login....2 logins are raycarrano+tracy@gmail.com (Agent) and raycarrano+9@gmail.com (Admin) both passwords are Test1234
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Backlog | Unresolved | -- |
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BRDOX-240 | AGENT >>> Editing a Closed Transaction |
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This is an OLD issue that was resolved, but is an issue agai...
This is an OLD issue that was resolved, but is an issue again after I created a new company...for an AGENT when a Transaction is in CLOSED Status...They should be able to EDIT: Contacts, Documents, Timelines, Showing Instructions, Notes.....(they are WRONG and can't be edited now).......they should NOT be able to EDIT...; Transaction Detail, Commissions (they are correct and can't be edited now, so leave those 2 the way they are)
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Done | Done | -- |
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BRDOX-239 | Permission Default for Agents |
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I changed 1 Transaction from ACTIVE to CLOSED DOCS REQUIRED....
I changed 1 Transaction from ACTIVE to CLOSED DOCS REQUIRED.
- By default, the Transaction disappeared from the AGENTS account - In Permissions, Agents should be able to VIEW Closed Transactions by Default. Once I checked the box, all was good. - By Default, Agents should be able to Add/Edit their own Timelines |
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Done | Done | -- |
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BRDOX-238 | Adding a New Transaction scrolling issue |
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When Adding a New Transaction, when you go to the next secti...
When Adding a New Transaction, when you go to the next section, it's all Gray Space that appears on the next section. You have to scroll up to see the next section. Doesn't look good
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Done | Done | -- |
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BRDOX-237 | New Transaction red # not showing in Left NAV Bar for ADMINS |
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I added a new Transaction. Theres no RED # in the Left NAV b...
I added a new Transaction. Theres no RED # in the Left NAV bar for Admin showing there's a New Transaction
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Done | Done | -- |
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BRDOX-236 | Clicking ? in any Transaction refreshes the page |
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When you click ? in any Transaction >>> Commissions, it clos...
When you click ? in any Transaction >>> Commissions, it closes the Commission section and brings you back to the Transaction Overview. Max and I discussed
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Done | Done | -- |
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BRDOX-235 | Company Setup >>> Add Users |
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During Company Setup, when you get to the ADD USERS section ...
During Company Setup, when you get to the ADD USERS section and click to Add Users, it takes you to ROLES first...Then Add Users interview comes next
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Done | Done | -- |
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BRDOX-234 | Company Setup >>> Adding Branding Resources section |
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During COMPANY SETUP, when adding BRANDING RESOURCES, they d...
During COMPANY SETUP, when adding BRANDING RESOURCES, they don't populate at the dialogue box so you can't see Document names after you click ADD. They are getting added, but the User will think somethings wrong because you can't see the document during the add process
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Done | Done | -- |
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BRDOX-233 | When user clicks on hte question mark he redirects to the transaction |
Потрібно щоб при кліку на підказку його не викидало з сторін...
Потрібно щоб при кліку на підказку його не викидало з сторінки, а просто показувало дескріпшн
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Done | Done | -- |
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BRDOX-232 | Put the word NEW in the green new transactions |
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On the new (green) transactions
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Done | Done | -- |
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BRDOX-231 | Find out why the transaction commission failed |
Creds:
https://pbi8.app.betabrokerdox.com/
raycarrano+pb...
Creds:
https://pbi8.app.betabrokerdox.com/ raycarrano+pbi8@gmail.com Test1234 Video - https://somup.com/c0lhitgKZS # Go to https://pbi8.app.betabrokerdox.com/transaction/37/commisions !image-2023-12-05-12-55-12-363.png! |
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Done | Done | -- |
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BRDOX-230 | The refferal commission field isn't working with decimales |
Now if user add decimales to refferal commission he receives...
Now if user add decimales to refferal commission he receives error message
Video - https://somup.com/c0lhjBgKwk |
Done | Done | -- |
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BRDOX-229 | Remove the second minus in Accounting |
If the calculation of commissions is negative, this may lead...
If the calculation of commissions is negative, this may lead to the fact that in accounting the result is shown with two minuses.
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Done | Done | -- |
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BRDOX-228 | To add mask for transaction commission numbers |
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The numbers on the left side should be with "come" like on t...
The numbers on the left side should be with "come" like on the right side
Also it should on the transaction creating screen |
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Done | Done | -- |
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BRDOX-227 | The buyer credit isn't visible on the CDA pop-up |
There are 2 transactions:
# The buyer credit amount is vis...
There are 2 transactions:
# The buyer credit amount is visible and working correctly - https://pbi8.app.betabrokerdox.com/transaction/24/commisions # The buyer credit amount isn't visible need to investigate why - https://pbi8.app.betabrokerdox.com/transaction/38/commisions Video - https://somup.com/c0lhiMgKtJ |
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Done | Done | -- |
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BRDOX-226 | Commissions |
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I created a new transaction 123 December Test - Commissions ...
I created a new transaction 123 December Test - Commissions tab missing elements...when you click EDIT, There's none of the commission data I entered during the Transaction Setup >>> Commissions section.,..
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Done | Done | -- |
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BRDOX-225 | Web Application Rollout Task List from Stage to Production Environment |
h3. *Web Application Rollout Task List from Stage to Product...
h3. *Web Application Rollout Task List from Stage to Production Environment*
Following discussions with Ray Carrano, owner of BrokerDox, a SaaS application, we have mutually agreed to retain the current "BetaBrokerDox environment" as our staging environment. Effective December 22nd, Mr. Carrano intends for his agents to commence utilizing BetaBrokerDox for entering real estate transactions, serving as a beta test for the system. For December 2023, agents will exclusively use the BetaBrokerDox environment for training purposes and to identify any critical bugs requiring resolution prior to the official launch on January 1st, 2024. During this period, the Verixity team will actively monitor the BetaBrokerDox environment and remain on standby to address any emergent issues. As established in our recent meeting on November 20th, the Verixity development team will continue working on enhancements, which will be implemented in the BetaBrokerDox environment only upon Mr. Carrano's approval and during non-business hours. This approach is part of our commitment to ensuring a seamless and efficient transition to the full launch. *Scope of Work Summary for "Broker Dox" Production Environment Setup* To ensure a seamless and successful launch of the SAAS platform "Broker Dox", it is imperative to establish a robust and fully functional production environment. This environment is not just a technical necessity but a critical step in mitigating potential risks associated with the deployment and operation of the platform. The scope of work outlined below details the essential tasks and their purpose, emphasizing the importance of each step in safeguarding the platform’s stability, security, and reliability. # *Server and Database Configuration:* The production server, running on Linux (Ubuntu), needs to be meticulously prepared with the latest packages and configurations. This includes a specialized setup for the Postgres SQL databases, transitioning it from the staging to the production environment. This task is vital for ensuring that the platform operates on a reliable and efficient server, capable of handling real-time data and user interactions without any performance issues. # *Database and Code Backup:* Implementing a rigorous backup system for the Postgres SQL database is essential. This involves scheduling *daily backups* to the Digital Ocean S3 objects platform, ensuring data integrity and quick recovery in case of data loss. Additionally, establishing a routine for *weekly code backups* is crucial for maintaining the latest changes securely. # *Monitoring and Alerting Systems:* Installing hardware and software monitoring systems on the production server is a key preventive measure. The configuration of Grafana and Prometheus monitoring software, coupled with alert setups for the staff and the product owner, enables real-time tracking of the system’s health and performance. This proactive approach is designed to identify and address potential issues before they escalate, ensuring uninterrupted service availability. # *SSL Certificate and Domain Setup:* Configuring SSL certificates with a multi-domain (5-level) setup, mirroring the beta Broker Dox server, is fundamental for data security and user trust. This setup not only encrypts data transmission but also assures users of the platform’s legitimacy and safety. # *CI/CD Extension and Testing:* Extending the continuous integration and deployment (CI/CD) processes to include the production environment is a critical step in maintaining software quality and facilitating smooth updates. This extension involves integrating automation tests, ensuring that each deployment meets the highest standards of code quality and functionality. Following the automation tests, a thorough cleanup of test data, including companies and their associated databases, is necessary to maintain data accuracy and relevance. # *Final QA Testing:* Before officially launching the platform, a comprehensive quality assurance (QA) testing, particularly regression testing, will be conducted. This final step, performed by our experienced QA team, is essential to guarantee that the application is free from bugs and operates flawlessly. The green light for brokers and agents to start using the system is planned for January 1st, 2024. Each of these tasks is designed not only to set up the production environment but also to anticipate and prevent potential risks, ensuring a smooth and secure transition for "Broker Dox" into its operational phase. *Breaking down the main points into the actionable tasks below* h4. *1. Production Server Setup and Configuration* * h4. Task: Prepare and configure the Linux server (Ubuntu) for production. Install the latest packages. * h4. Hours: Approx. 6 hours * h4. Note: Involves setting up server parameters, security configurations, and necessary dependencies. h4. *2. Docker Container Integration* * h4. Task: Ensure seamless integration of the entire project with the existing Docker container setup. * h4. Hours: Approx. 4 hours * h4. Note: Given that BetaBrokerDox.com already uses Docker containers, this involves ensuring compatibility and functionality. h4. *3. Database Preparation* * h4. Task: Migrate the Postgres SQL database from the staging to the production environment. * h4. Hours: Approx. 3 hours * h4. Note: This includes updating configurations and ensuring data integrity. h4. *4. SSL Certificate Installation* * h4. Task: Set up and verify SSL certificates for secure HTTPS connections. * h4. Hours: Approx. 2 hours * h4. Note: Critical for ensuring data security and trust. h4. *5. Domain Configuration* * h4. Task: Configure the multi-domain (5 level deep) setup for the application. * h4. Hours: Approx. 4 hours * h4. Note: Ensure proper domain mapping and DNS configurations. h4. *6. Laravel and Vue.js Deployment* * h4. Task: Deploy the PHP Laravel backend and Vue.js frontend to the production server. Installing attest packages. * h4. Hours: Approx. 3 hours * h4. Note: Includes code compilation, environment variable setup, and testing initial load. h4. *7. Database Backup Schedule Setup* * h4. Task: Implement a scheduled backup system for the Postgres SQL databases. Copy to the s3 into a separate bucket. * h4. Hours: Approx. 3 hours * h4. Note: Regular backups are essential for data security and recovery. h4. *8. Code Backup Implementation* * h4. Task: Establish a weekly code backup routine. * h4. Hours: Approx. 2 hour * h4. Note: Ensures that recent code changes are safely backed up. h4. *9. Monitoring Service Installation & configuration* * h4. Task: Install and configure a website monitoring service. Hardware and software monitoring. Configuring the grafana and prometheus monitoring software. Alerts and email notifications. * h4. Hours: Approx. 8 hours * h4. Note: Critical for ongoing performance tracking and issue detection. h4. *10. CI/CD Reconfiguration for Production* * h4. Task: Reconfigure the continuous integration and deployment to include the production environment. Additional production environment adding to CI/CD, this means the automated jobs get extended. * h4. Hours: Approx. 4 hours * h4. Note: The QA team needs to test and approve the CI/CD configuration. h4. *11. Automation Testing Integration* * h4. Task: Include automation tests in the deployment process. * h4. Hours: Approx. 5 hours * h4. Note: Essential for ensuring code quality and functionality. h4. *12. Final QA Testing (Regression testing)* * h4. Task: Perform comprehensive quality assurance testing on the staging environment. * h4. Hours: Approx. 10 hours * h4. Note: The QA team's involvement is crucial to ensure the application is bug-free and fully functional. The outlined tasks are managed by a skilled Dev team, including QA engineers, system administrators, and both front-end and back-end developers. However, for a successful production environment rollout, active involvement from the Project Manager and CTO is crucial. Their roles are instrumental in mitigating risks and addressing potential issues that could arise at the launch of the product. Consequently, their daily engagement during this stage is essential to ensure a smooth and successful rollout. h4. In conclusion, the comprehensive set of tasks outlined above, meticulously planned by Max Volkov in collaboration with the QA team and the system administrator, lays a clear roadmap for the successful setup of the "Broker Dox" production environment. The collaborative effort between Max, the QA team, and the system administrator is pivotal to ensure that these tasks are executed efficiently within a five-business-day window. This teamwork is essential in driving the project towards its timely completion, highlighting the importance of coordinated effort and expertise in achieving the desired outcome for the platform's launch. *Overview of Updated Project Scope and Cost Adjustments for Ray Carrano's Software Rollout* Max Volkov, the CTO of Verixity, recently discussed with Nick Grosso from Bravado Creative about the work Ray Carrano paid for during the software's initial development phase. Nick confirmed that the original plan was just to move the software from the development stage to the production server. This plan didn't include continuous integration, backups, monitoring services, or automated testing. However, there have been some changes to the initial plan. Now, the application will be rolled out in three stages: development, beta (using Broker Docs as a staging area), and finally, production. Due to these changes, we need to make some additional configurations. Despite this, we're offering a discount. The configuration of the production server will take 36 hours out of a total of 62 hours needed for the entire project. The Verixity team will dedicate all 62 hours to this project, but we will only bill Ray Carrano for the remaining 26 hours. The major tasks include project management and final quality assurance (QA). The Verixity Development team will handle these at no extra cost to Ray Carrano. |
Backlog | Unresolved | -- |
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BRDOX-224 | Сalculation in Accounting- table Sales- line Total Company Income |
Now all participants who are in Agent Commissions Split are ...
Now all participants who are in Agent Commissions Split are counted towards the total amount in the Accounting.
Should the income of the second participant be considered in Accounting (line Total Company Income )? Or, in the “Total Company Income” field show only first agent who created the transaction |
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Done | Done | -- |
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BRDOX-223 | Change database in superadmin |
Потрібно поміняти базу данних на яку дивиться суперадмінка
...
Потрібно поміняти базу данних на яку дивиться суперадмінка
Поміняти на прод |
Done | Done | -- |
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BRDOX-222 | Commisions calculations update: Enhancements to Commissions Calculation Module in Broker Dox |
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# *Scope of Work: Enhancements to Commissions Calculation Mo...
# *Scope of Work: Enhancements to Commissions Calculation Module in Broker Dox SaaS Platform*
** *Module Renaming:* * The “Agent Commissions” section will be rebranded as “Commissions Distribution.” ** *Interface Adjustments:* * Replace the current single dropdown with two distinct dropdowns: one for “Agent Distribution” and another for “Brokerage Distribution.” * Add appropriate signs (dollar or percentage) in the fields “To Agent” and “To broker”. ** *Automation and Default Values:* * Implement auto-population for the “To Broker” field with fees derived from pre-defined commission plans. * Set the “Brokerage Distribution” dropdown to automatically (by default) select the plan established in the commission plans. * In cases where the commission plans specify a flat fee, such as $1,000, this amount will automatically fill the “To Broker” field and “brokerage distribution” appropriate drop down will be auto selected. ** *Validation Rules:* * Enforce input validation for the “To Broker” field to ensure entries are simple numbers (20%) or formatted as currency ($1,234.45). (it will depend on the drop down percentage / flat fee) * Any value inputted into the “To Broker” fields will be summed up (for more than one agent) will be dynamically reflected in the “Gross Commissions” within the “Brokerage Commissions and Fees” section. ** *Commission Splitting and Calculation:* * For split commissions involving two agents (or more), the primary agent’s “Include in brokerage calculations” checkbox will be pre-selected, and the default fee will populate the “To Broker” field. * The secondary agent’s “To Broker” field may initially be left blank and should auto-check the “Include in brokerage calculations” upon value entry. * If the “To Broker” fee varies from the default commission settings (the background check should be in place), the “Gross Commission” label will update to indicate “Calculation by agents.” ** *Previous Changes Recap:* * The field previously named "Agent 1 Commission" will now be titled "To Agent." * A new field titled "To Broker" will be introduced alongside "To Agent" for entering commission amounts. * A new checkbox labeled “Include in brokerage calculation” will be added below these fields. * For initial form loads, this checkbox will be automatically checked for the first agent and unchecked for any additional agents. *Implementation Notes:* The aforementioned changes require updates to both the user interface and the backend logic to ensure accurate and seamless commission calculations. These enhancements are geared towards improving usability and automation within the Commissions Calculation module of the Broker Dox platform. *Important Notes* *Editability of 'TO AGENT' and 'TO BROKER' Fields:* It is essential to ensure that the fields labeled 'TO AGENT' and 'TO BROKER' within the system are editable. This change is necessary to accommodate and override any unforeseen circumstances that may arise during the usage of the platform. The ability to edit these fields will provide users with the flexibility required to adapt to various scenarios that were not initially anticipated. *Function of CDA:* The primary focus should be on understanding and verifying the source of the information that feeds into the CDA. Although the CDA is currently functioning as expected, it is imperative to ensure clarity and accuracy in how the information is sourced and processed within this section. |
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Done | Done | -- |
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BRDOX-221 | The SSl certificate expired on the dev environment |
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Backlog | Unresolved | -- |
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BRDOX-220 | Commision and CDA calculations - final updates |
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The team should be complete this, but apparently, I can't fi...
The team should be complete this, but apparently, I can't find the task that was created previously
---- Ray, please kindly reply with the finalized decisions that we made according to this spreadsheet. https://docs.google.com/spreadsheets/d/1MORCoToESc9zEAiBleYSts3uCz7VR5Im/edit#gid=302183474 Check the attached screenshot. ---- |
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Done | Done | -- |
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BRDOX-219 | Confirm Your Email page code of 450 "Your email address is not verified." |
Steps to reproduse :
# visit www.dev-brokerdox.ourdevapps....
Steps to reproduse :
# visit www.dev-brokerdox.ourdevapps.com. # Fill out all fields and click the “Register” button. Cypress will see this problem and receive a stop code. I'm missing this error but it's not entirely correct. |
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Backlog | Unresolved | -- |
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BRDOX-218 | Update the "Referral" to "Other" Transaction Type in Commision Plans |
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In section: Brokerage Commission and Fees by Transaction Ty...
In section: Brokerage Commission and Fees by Transaction Type
change "Referral" to "Other" (screen attached); — Incorporate an extra 4 roles: Buyer, Seller, Tenant, and Landlord into both dropdown menus. Ensure that the same role cannot be simultaneously selected in both dropdowns. (see screenshot) — Update the text : Referral Transaction Template to Other Transaction Template (see screenshot) --- in Edit Transaction, make sure that the "transaction type" is updated to "Other" |
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Done | Done | -- |
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BRDOX-217 | All Roles >>> Transactions >>> Documents - Layout issue |
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All Roles >>> Transactions >>> Choose any Transaction >>> Do...
All Roles >>> Transactions >>> Choose any Transaction >>> Documents - Layout issue....The page is crowded with data so that headings scroll to 2 lines (see screen shots) and get squeezed. The FILE column becomes very long depending on the File Name length and pushes other fields to become smaller. Solution is to make the FILE Column have the VIEW/DOWNLOAD buttons that we have already in the DOCUMENT REVIEW PAGE in the ACTIONS column. That way, the User can view or download the file and the column will always be consistent. The File Name is in the first column called "TITLE", so there's no reason to see the actual file name...
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Done | Done | -- |
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BRDOX-216 | Generate CDA Popup Box Issue |
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Generate CDA Popup Box Issue - There is random text next to ...
Generate CDA Popup Box Issue - There is random text next to the Address on both popup boxes that says "348 Laural Oaks. #7 - undefined"....the 348 Laurel Oaks address is correct, but what is the "#7 - undefined" text...prob the Transaction # which we don't need. See 2 screenshots
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Done | Done | -- |
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BRDOX-215 | Autocomplete referral field |
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Referral commission should autofill in the "Referral amount"...
Referral commission should autofill in the "Referral amount" field
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Done | Done | -- |
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BRDOX-214 | Dashboard >>> Documents Pending approval |
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Dashboard >>> Documents Pending approval - The FILE column s...
Dashboard >>> Documents Pending approval - The FILE column should be the VIEW/DOWNLOAD icons like in the Document Review Page. Right now, when you click the File Name, the file Downloads only. The default choice would VIEW...no reason to download a file and then have to open it.
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Done | Done | -- |
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BRDOX-213 | All data that was input should be cleared if user clicks on the "Remove commision..." |
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Video - [https://somup.com/c06w2DgV6X]
[~skarbek.serhiy]...
Video - https://somup.com/c06w2DgV6X
~skarbek.serhiy Тобто всі поля мають очищатись коли юзер нажимає на ремув |
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Done | Done | -- |
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BRDOX-212 | Left NAV BAR >>> Transactions (Count) |
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Left NAV BAR >>> Transactions (Count) - What does the number...
Left NAV BAR >>> Transactions (Count) - What does the number in the red circle represent? I think it was # of New Transactions added. For how many days does that number calculate? It's been a few days since I added any transactions and the number still says 2...Also, where will we see the New Transactions? There doesn't seem to be a place to look for them like in BrokerDox 1.0 (see 3 screen shots)
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Done | Done | -- |
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BRDOX-211 | Dashboard >>> Overview |
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Dashboard >>> Overview - When Admin unchecks "Overview" in D...
Dashboard >>> Overview - When Admin unchecks "Overview" in Dashboard, it should be hidden from all other Roles. See screen shot of AGENT where you can still see the Overview Widget. Also, Agent Tracy Carrano has 1 Closed Transaction, but the Agent and Company commission numbers are not populating in the OVERVIEW Widget...see 1 screenshot
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Done | Done | -- |
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BRDOX-210 | On the dashbord displaye 6 transaction when it's 9 actually |
Tested on the client's company
[https://pbi8.app.bet...
Tested on the client's company
https://pbi8.app.betabrokerdox.com/transaction/2/commisions raycarrano+pbi8@gmail.com Test1234 |
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Done | Done | -- |
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BRDOX-209 | Dashboard >>> Deals Summary - Agent commissions are wrong |
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Dashboard >>> Deals Summary - Agent commissions are wrong......
Dashboard >>> Deals Summary - Agent commissions are wrong...number is now being calculated from the AGENT GROSS COMMISSION, instead it needs to be calculated from NET AGENT COMMISSION
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Done | Done | -- |
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BRDOX-208 | Commissions >>> Buyer Credit (CDA - dialog box enhancements) |
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The Buyer Credit is all good. It calculates correctly, is in...
The Buyer Credit is all good. It calculates correctly, is in the right place on the commission calc screen etc. When you are generating the CDA, the Dialogue box does not show the amount Buyer is being credited (see screenshot)...but it does go to the CDA correctly. See 2 screen shots. tested on 455 Oneonta St...
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Done | Done | -- |
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BRDOX-207 | Referral Commission |
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Any Transaction >>> I added 2 Referral Commissions. Only the...
Any Transaction >>> I added 2 Referral Commissions. Only the first one is being calculated in the GROSS COMMISSION section. Check out 444 Tremonti St. User is raycarrano+manager@gmail.com/Test1234
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Done | Done | -- |
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BRDOX-206 | Any Transaction >>> CDA |
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The Referral Commission Payee is not making it to the CDA. T...
The Referral Commission Payee is not making it to the CDA. The Payee has been added to Contacts and they are marked as "Payable at Closing"...see 3 screen shots
The Referral Commission now makes it to the CDA, so that is resolved...BUT...The Referral Agent is getting paid by their name, instead of payable to the Company...In the CONTACTS, The Company is listed as "Payable To", so CDA should list the COMPANY NAME for the referral Agent, not their individual name...Also, The Amount to the Referrer does not appear in the Commission Dialogue Pop-up Box...see 3 screenshots Screenshot-2023-10-20-at-10.49.19-AM.png Screenshot-2023-10-20-at-10.49.52-AM.png Screenshot-2023-10-20-at-10.50.36-AM.png ~skarbek.serhiy ^ This need to be resolved |
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Done | Done | -- |
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BRDOX-205 | Transactions >>> Comissions >>> Credits |
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When we do a Credit in the commission calc (+ Add Credit But...
When we do a Credit in the commission calc (+ Add Credit Button)....(first, make the C in credit a Capital on the button)...Agent exampIe is TRACY CARRANO and Address is 6085 Seminole Circle...I added a Credit to the Buyer. That Credit needs to go under the GROSS COMMISSIONS section (like where the Referral Commission is calculated in the attached Screenshot). It's currently in the PRIMARY AGENTS set of calculations. Agent Tracy Carrano login is raycarrano+tracy@gmail.com/Test1234
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Done | Done | -- |
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BRDOX-204 | Automation Testing | Backlog | Unresolved | -- |
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BRDOX-203 | Agent can't edit commission inside the ACTIVE transaction | Creds: [https://777.app.betabrokerdox.com/] * [AgentS... |
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Done | Done | -- |
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BRDOX-202 | Accounting: COMPANY SUMMARY Date Filter |
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In Accounting (All Roles), there needs to be a Date Filter f...
In Accounting (All Roles), there needs to be a Date Filter for COMPANY SUMMARY. It exists already for AGENT SUMMARY and TRANSACTIONS BY AGENT. The default filter should be for Current Year.
---- rename the following: Company commissions -> Total Company Income Agent Fees -> AGENT COMMISSIONS/FEES TO COMPANY Company Fees - > OTHER FEES TO COMPANY. ( no caps ) |
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Done | Done | -- |
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BRDOX-201 | BDOX200 |
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Adding to BDOX200 Task, The Admins and Managers have the sam...
Adding to BDOX200 Task, The Admins and Managers have the same issue, they can't see all the Agents...They should be able to pick (Admins = Anyone in the brokerage)...(Manager = Anyone in their Office)...(Team Leader = Anyone on their Team)...There should also be a n option to fill in a Name not in the dropdown list.
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Done | Done | -- |
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BRDOX-200 | Team Lead commission sharing |
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Team Leader should be able to split commissions with Agents ...
Team Leader should be able to split commissions with Agents in their team. Agent Raymond Carrano has 2 Agents in his Team. The dropdown Field only allows for Broker and Manager under both +Agent Commission Splits and + Agent Referral Splits
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Done | Done | -- |
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BRDOX-199 | TEAMS not visible |
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For ADMINS and MANAGERS there doesn't appear to be anywhere ...
For ADMINS and MANAGERS there doesn't appear to be anywhere to see TEAMS once they are created. The Team Leader (Agent) can see their Team under USERS, so that seems fine
---- After meeting...( oct 16,23) we need to estimate and add column "team" |
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Done | Done | -- |
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BRDOX-198 | Manager >>> Users: Filter not working |
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When a Manager uses dropdown for Filter nothing happens
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Done | Done | -- |
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BRDOX-197 | Manager and Team issue |
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The Manager of PALM BEACH GARDENS Office can create TEAMS in...
The Manager of PALM BEACH GARDENS Office can create TEAMS in other offices. Should be limited to their office only
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Done | Done | -- |
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BRDOX-196 | The document in the User profile is not deleted |
Steps to reproduce:
1. log in as account owner
https:...
Steps to reproduce:
1. log in as account owner https://777.app.betabrokerdox.com/ JohnAdmin777@fexbox.org password: 11111111 2. go to section Settings 3. in My Profile click button Edit 4. Upload document (Supports: Doc, Docx, Pdf, Odt) 5. Click on botton Update Information & Close 6. Press on button Edit again 7. Click link delete document 8. Click on botton Update Information & Close 9. Press on button Edit again *Expected Result :* File is deleted *Actual result:* File not delete and instead of the file name API |
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Done | Done | -- |
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BRDOX-195 | Agents Profile Documents |
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SETTINGS >>> MY PROFILE - Agents documents they uploaded are...
SETTINGS >>> MY PROFILE - Agents documents they uploaded are only visible if they click EDIT in their profile. If any docs are uploaded, they should be visible without having to click EDIT
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Backlog | Unresolved | -- |
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BRDOX-194 | Agent Accounting Error |
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Logged in as an Agent. Accounting section for Tracy Carrano ...
Logged in as an Agent. Accounting section for Tracy Carrano who has 1 CLOSED sale shows Agent Commission and Company Commission as the same number. The Company dollar amount is wrong
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Done | Done | -- |
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BRDOX-193 | Notes and Showing Instructions |
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In any Transaction, if no NOTES or SHOWING INSTRUCTIONS have...
In any Transaction, if no NOTES or SHOWING INSTRUCTIONS have been added yet, the area is blank. Please add wording for both sections..."No Notes have been added yet"..."No Showing Instructions have been added yet"...Check Timeline section for example of what you have already, that looks great
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Done | Done | -- |
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BRDOX-192 | Empty Commissions Section |
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Wording incorrect: Change to "Commission information has not...
Wording incorrect: Change to "Commission information has not been provided yet"
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Done | Done | -- |
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BRDOX-191 | Community Error |
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When an AGENT sends a Reply to a Community post, they get a ...
When an AGENT sends a Reply to a Community post, they get a Server Response 500 Error: You don't have access to this section
--- Hide the button when the add/edit is not selected |
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Done | Done | -- |
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BRDOX-190 | Editing Commissions in Active Transactions |
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Currently Agents and Managers can't EDIT COMMISSIONS in Acti...
Currently Agents and Managers can't EDIT COMMISSIONS in Active, Contingent, Pending and Clear to Close STATUS.
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Done | Done | -- |
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BRDOX-189 | Agent can't create/edit transaction commission |
Video - https://somup.com/c06X1BByVu
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Done | Done | -- |
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BRDOX-188 | Accounting: Numbers don't add up |
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See Screen shot with Spreadsheet which totals up all CLOSED ...
See Screen shot with Spreadsheet which totals up all CLOSED and CLOSED DOCS REQ transactions...
(1) SALES VOL off by $100,000...should be $3,600,000... (2) AGENT COMMISSIONS are correct... (3) COMPANY COMMISSIONS are wrong. Should reflect NET TO BROKER on the Spreadsheet... (4) AGENT FEES are correct but should not be expressed as a negative number... (5) COMPANY FEES should be total $ Charged by company/broker to anyone, not NET after credits subtracted...AND this number should NOT be added to Company Commissions because it already being calculated in the COMPANY COMMISSIONS for each deal... |
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Done | Done | -- |
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BRDOX-187 | All PM tasks |
All PM tasks
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In Progress | Unresolved | -- |
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BRDOX-186 | Dashboard >>> Overview |
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1. overview numbers don't match between Administrator and Ma...
1. overview numbers don't match between Administrator and Manager. Not sure where the numbers are coming from.
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Done | Done | -- |
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BRDOX-185 | Agent Edit CLOSED TRANSACTIONS |
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Please check AGENTS and Closed Transactions. If you remember...
Please check AGENTS and Closed Transactions. If you remember, they should be able to do a few things when the transactions are CLOSED and a few things they are NOT able to do...We have been over this and it was fixed at one time;
What they CAN EDIT; CONTACTS DOCUMENTS TIMELINE EVENTS NOTES SHOWING INSTRUCTIONS What they CAN'T EDIT; TRANSACTION DETAIL COMMISSIONS This is a big deal and urgent |
Done | Done | -- |
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BRDOX-184 | Agents Editing Closed Transactions - URGENT |
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Please check AGENTS and Closed Transactions. If you remember...
Please check AGENTS and Closed Transactions. If you remember, they should be able to do a few things when the transactions are closed and a few things they are NOT able to do...We have been over this and it was fixed at one time;
What they CAN EDIT; * CONTACTS * DOCUMENTS * TIMELINE EVENTS * NOTES * SHOWING INSTRUCTIONS What they CAN'T EDIT; * TRANSACTION DETAIL * COMMISSIONS This is a big deal and urgent |
Done | Done | -- |
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BRDOX-183 | User wizard 500 error (Epmty field State) |
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We can't reproduce the bug. We need a video that will show w...
We can't reproduce the bug. We need a video that will show what data is entered into the fields
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Done | Done | -- |
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BRDOX-182 | AGENT Dashboard Re-order |
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In the AGENT DASHBOARD...pleas move DOCUMENTS PENDING APPROV...
In the AGENT DASHBOARD...pleas move DOCUMENTS PENDING APPROVAL to under DEALS SUMMARY. The Dashboard won't look right if they have 20 documents pending approval
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Done | Done | -- |
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BRDOX-181 | Top Nav Bar SEARCH |
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Make "TRANSACTIONS" the SEARCH default instead of "USERS"
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Done | Done | -- |
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BRDOX-180 | Closing a Transaction |
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Admin closed an Agents Transaction. Transaction disappeared ...
Admin closed an Agents Transaction. Transaction disappeared from AGENT DASHBOARD and is not showing up in the DASHPOARD "Deals Summary", nor in the transaction Tab. The only way to see the Closed Transaction was to click on a Document Pending Approval with that address. Then a 404 Error popped up
To client: You can change permission for closed transaction and it will be visible for agent |
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Done | Done | -- |
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BRDOX-179 | AGEBNT DASHBOARD - Docs Pending Approval |
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Look at the Agent Dashboard where it shows 2 Documents Pendi...
Look at the Agent Dashboard where it shows 2 Documents Pending Approval, here are the issues with that section;
The Dashboard is showing 2 docs pending approval There are actually 3 docs that are in the transaction that are pending approval One of those docs showing is actually a doc that was APPROVED, those should not be there The other doc was DISAPPROVED, which is fine and I think it's a good idea to keep that type there, so don't change that There are 3 docs pending approval that are missing. So the section is NOT showing Docs Pending Approval...it's showing docs that were either Approved or Disapproved In the Address part of that same section, the CITY is showing as UNDEFINED even though the address is correct in the transaction and has the city filled in The Agent is Raymond Carrano...screenshot attached. Remember this issue is in the AGENT DASHBOARD...the ADMIN Dashboard is fine...here's the login info for the Agent... Email: raycarrano+rayagent@gmail.com Pass: Test1234 |
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Done | Done | -- |
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BRDOX-178 | Agent Dashboard Issue |
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I can do these in the software, but this was an issue I adde...
I can do these in the software, but this was an issue I added to the system last time and is still not fixed...
Look at the Agent Dashboard where it shows 2 Documents Pending Approval, here are the issues with that section; # The Dashboard is showing 2 docs pending approval # There are actually 3 docs that are in the transaction that are pending approval # One of those docs showing is actually a doc that was APPROVED, those should not be there # The other doc was DISAPPROVED, which is fine and I think it's a good idea to keep that type there, so don't change that # There are 3 docs pending approval that are missing. So the section is NOT showing Docs Pending Approval...it's showing docs that were either Approved or Disapproved # In the Address part of that same section, the CITY is showing as UNDEFINED even though the address is correct in the transaction and has the city filled in The Agent is Raymond Carrano...screenshot attached. Remember this issue is in the AGENT DASHBOARD...the ADMIN Dashboard is fine...here's the login info for the Agent... Email: raycarrano+rayagent@gmail.com Pass: Test1234 |
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Done | Done | -- |
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BRDOX-177 | STATE blank - upon sign up as agent |
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I signed myself up as an Agent...I purposely left out the ST...
I signed myself up as an Agent...I purposely left out the STATE during the signup process and got the 500 Error again...
this has to be fixed pls...screenshot attached To client: Can you send the video of bug reproducing, bcs we can't reproduce this bug |
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Done | Done | -- |
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BRDOX-176 | Storage Plan issue |
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In Owner's account, the Storage Message on the Left NAV Bar ...
In Owner's account, the Storage Message on the Left NAV Bar doesn't have the right numbers..."Used 16.23 MB out of 10.24 MB available storage.
When in trial mode; Show: Trial Mode is ON change "Uhoh, you’re full!" -> Trial Mode is ON |
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Done | Done | -- |
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BRDOX-175 | 500 error in Community |
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An agent of mine replied to my community post and got a 500 ...
An agent of mine replied to my community post and got a 500 error saying "you don't have access to this section"
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Done | Done | -- |
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BRDOX-174 | Sign up email...change wording |
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Verification Code
Ray (Please make this their full name and...
Verification Code
Ray (Please make this their full name and bigger font) Your company uses BrokerDox to manage all their transactions. Your Broker has created a new account for you. You'll need to enter the following code to complete the Sign-Up process: 7667 If you have any issues, please contact your Broker. The BrokerDox Team |
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Done | Done | -- |
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BRDOX-173 | No User "Time Out" |
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Users are not automatically timed out of a session.
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Done | Done | -- |
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BRDOX-172 | Empty list at resources page |
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https://team111.dev-brokerdox.ourdevapps.com/
owner111@fexb...
https://team111.dev-brokerdox.ourdevapps.com/
owner111@fexbox.org 11111111 |
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Done | Done | -- |
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BRDOX-171 | 500 Error |
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When agent is filling out their profile for the first time, ...
When agent is filling out their profile for the first time, if the STATE is not clicked and input as FLORIDA or whatever, the system returns a 500 error. My agent put in FL and got the 500 error. This MUST be fixed before launch. This has been an ongoing issue
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Done | Done | -- |
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BRDOX-170 | Page Title Error |
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Settings >>> My Company >>> Main Info
The Page Title "Pre...
Settings >>> My Company >>> Main Info
The Page Title "Premier Brokers International-Brokers-International" does not match the title I chose (pbi7) when creating the company |
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Done | Done | -- |
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BRDOX-169 | User Filter error |
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1. There's no filter in the dropdown box for "Invite Needed"...
1. There's no filter in the dropdown box for "Invite Needed"
2. System returned zero results for "Invite Sent" when the result should be 3 |
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Done | Done | -- |
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BRDOX-168 | Agent Dashboard Error |
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Agent James Halpert has 2 Documents pending approval. On his...
Agent James Halpert has 2 Documents pending approval. On his Dashboard, it says only 1 Document and it's status is Approved
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Done | Done | -- |
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BRDOX-167 | Flex Admin has to be assigned to an office...shouldn't be that way, see attached |
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Flex admin should not be attached to office
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Done | Done | -- |
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BRDOX-166 | sort roles. "Flex admin" should be under "admin" |
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Done | Done | -- |
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BRDOX-165 | Make sure that HTTPS is forces on https://app.betabrokerdox.com/ |
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[http://app.betabrokerdox.com/] needs to be redirected to
...
http://app.betabrokerdox.com/ needs to be redirected to
https://app.betabrokerdox.com/ also, We will need to resolve the problem with SSL certificates. https://mytestcompany.app.betabrokerdox.com/ чтоб такое работало всегда 4го уровня урлы - что для этого нужно? что и где купить клиенту нужно? |
Done | Done | -- |
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BRDOX-164 | Add Agent Commissions Split - empty field - error |
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Steps to reproduce:
1. When adding a commission in a new tr...
Steps to reproduce:
1. When adding a commission in a new transaction 2. Add Agent Commissions Split and do not fill in the "Agent Commissions" fields 3. Click the "Save Changes" button |
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Done | Done | -- |
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BRDOX-163 | Accounting for team lead doesn't return any result |
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Creds:
[https://777.app.betabrokerdox.com/accounting/tran...
Creds:
https://777.app.betabrokerdox.com/accounting/transaction * JohnTeamLead@fexbox.org * 11111111 * |
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Done | Done | -- |
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BRDOX-162 | Flex admin should have an ability to upload resources but he hasn't "Resources" tab |
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Done | Done | -- |
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BRDOX-161 | Observer User docs - should be only view |
Remove the ability to select
Remove the ability to sort
Re...
Remove the ability to select
Remove the ability to sort Remove the ability to turn on in the "Required" column |
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Done | Done | -- |
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BRDOX-160 | Observer Transaction (Timelines) - should be visible in the left menu |
✔ Available (by default, and can't be changed)
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Done | Done | -- |
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BRDOX-159 | Bookkeeper can view transaction event |
✔ Available (by default ,but can be disabled)
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Done | Done | -- |
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BRDOX-158 | Bookkeeper Edit close transaction |
✘ Not available (by default, but can be enabled)
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Done | Done | -- |
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BRDOX-157 | Account owner can not delete Transaction Event |
|[777.app.betabrokerdox.com/|https://companyowner.app.betabr...
|777.app.betabrokerdox.com/| |JohnAdmin777@fexbox.org|
Password 11111111 |
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Done | Done | -- |
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BRDOX-156 | For admin delete permission should be disabled by default but can be enabled |
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[https://777.app.betabrokerdox.com/community]
|JohnAdmin@f...
https://777.app.betabrokerdox.com/community
|JohnAdmin@fexbox.org| 11111111| |
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Done | Done | -- |
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BRDOX-155 | Not have role Flex admin in betabrokerdox | Сredentials: [https://companyowner.app.betabrokerdox.com/... |
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Done | Done | -- |
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BRDOX-154 | Observer - Settings Transactions & Timelines - Property Types |
Expected Result:
Can only view the document
Actual result:...
Expected Result:
Can only view the document Actual result: Can disable and sort |
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Done | Done | -- |
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BRDOX-153 | Observer - Settings - my company - teams - hide coloumn |
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Done | Done | -- |
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BRDOX-152 | Observer Transaction (Timelines) - make green icon |
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Done | Done | -- |
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BRDOX-151 | timeline tab is visible for bookkepper |
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Done | Done | -- |
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BRDOX-150 | Observer transaction - Available (by default ,but can be disabled) |
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Done | Done | -- |
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BRDOX-149 | Transactions timeline still visible for bookkepper if permission is off |
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Done | Done | -- |
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BRDOX-148 | Оbserver - Closed Transactions (Not available (by default, but can be enabled)) |
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Done | Done | -- |
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BRDOX-147 | Transactions still visible for bookkepper if permission is off |
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Done | Done | -- |
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||
BRDOX-146 | Manager left menu - show Timelines |
The manager see timelines only for his office and needs to d...
The manager see timelines only for his office and needs to display the section in the side menu
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Done | Done | -- |
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BRDOX-145 | Manager Transaction (Office Timelines) Change icon "x" on green icon |
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Done | Done | -- |
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BRDOX-144 | Agent sees 2 transaction count when for real he has 0 transaction | * [JohnAgent@fexbox.org|mailto:JohnAgent@fexbox.org] * 1... |
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Done | Done | -- |
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BRDOX-143 | Showing Instructions & Showing Requests (not on the board where the manager's permission is controlled) |
Manager permission
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Done | Done | -- |
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BRDOX-142 | The manager can Generate CDA (we get an error 500) |
The manager can Generate CDA (we get an error 500)
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Done | Done | -- |
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BRDOX-141 | The manager can edit closed transactions (if he has permission enabled) Only for his office |
The manager can edit closed transactions (if he has permissi...
The manager can edit closed transactions (if he has permission enabled) Only for his office
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Done | Done | -- |
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BRDOX-140 | Can't change permission for "Edit" timeline inside the transaction (Teamlead) |
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Done | Done | -- |
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BRDOX-139 | Users tab shouldn't be visible for flex admin |
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Done | Done | -- |
|
||
BRDOX-138 | timeline tab is absent for flex admin |
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Done | Done | -- |
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BRDOX-137 | Every hour user is being logged out |
Need to research this problem
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Done | Done | -- |
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BRDOX-136 | 400 error when flex admin is trying to update CDA template |
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Done | Done | -- |
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BRDOX-135 | Flex admin receives 400 error message when open timelines inside the transaction |
Should have ability to view (Green), Edit (Blue), Delete (Or...
Should have ability to view (Green), Edit (Blue), Delete (Orange)
Permissions screen in attachments |
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Done | Done | -- |
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BRDOX-134 | Flex admin has ability to generate CDA |
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Done | Done | -- |
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BRDOX-133 | Document needed attention (Agent) widget works icorrectly | Agent sees only documents which were dissapproved Vi... | Done | Done | -- |
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BRDOX-132 | Acount owner can't off delete timeline permission for admin |
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Done | Done | -- |
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BRDOX-130 | Bookkeper can edit resourse category |
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Done | Done | -- |
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BRDOX-129 | Bookkeper can view transaction reports |
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Video - https://somup.com/c0QhDfAkuz
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Done | Done | -- |
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BRDOX-128 | Empty lis of users when the Bookkepper opens Settings > Users Permission is on |
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Video explanation - https://somup.com/c0QfoAABHf
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Done | Done | -- |
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BRDOX-127 | Team lead receives 400 error message on the users page when the permission is on |
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Done | Done | -- |
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BRDOX-126 | Team lead can't send message to his team |
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У него в команде 3 агента, когда выбираешь отправить сообщен...
У него в команде 3 агента, когда выбираешь отправить сообщение агентом в получателях показывает только ОДНОГО
~dima.t Video - https://somup.com/c0Q1hKAp35 |
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Done | Done | -- |
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BRDOX-125 | Team lead receives 400 error message when tries to edit closed transaction (permission on) |
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Video - https://somup.com/c0Q1hEAp3f
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Done | Done | -- |
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BRDOX-124 | Team lead can generate CDA |
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Done | Done | -- |
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BRDOX-123 | Team lead can edit closed transaction if the permission is off |
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Done | Done | -- |
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BRDOX-122 | Team lead can approve/dissaprove documents |
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Исходя из пермишнов он должен только видить документы своих ...
Исходя из пермишнов он должен только видить документы своих агентов после того как их аппрувнули или дисс,
Video - https://somup.com/c0Q1QVApkJ |
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Done | Done | -- |
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BRDOX-121 | Bookepper can't edit closed transaction when the permission is on |
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Done | Done | -- |
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BRDOX-120 | Bookepper/teamlead can view closed transaction even if permission was off |
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[~dima.t] Video explanation - [https://somup.com/c0QhlfAkei]...
~dima.t Video explanation - https://somup.com/c0QhlfAkei
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Done | Done | -- |
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BRDOX-119 | Bookepper has empty dashboard |
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Исходя из документа у него должны быть - Latest community d...
Исходя из документа у него должны быть - Latest community discussion
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Done | Done | -- |
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BRDOX-118 | Observer Timeline Events small things must not see |
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Done | Done | -- |
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||
BRDOX-117 | Observer (Transaction report) must not see |
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Done | Done | -- |
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BRDOX-116 | Observer - Dashboard editing |
Он не должен себе его редактировать
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Done | Done | -- |
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BRDOX-115 | Observer Document review - показывается количество документов |
Observer Document review - показывается количество документо...
Observer Document review - показывается количество документов хотя он не должен видеть
|
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Done | Done | -- |
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BRDOX-114 | Observer - Settings Transactions templates add can't add even if permission on |
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Done | Done | -- |
|
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BRDOX-113 | Observer - Settings Transactions & Timelines - Property Types should only see with permishins turned off |
должен только видеть при выключеных пермишинах
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Done | Done | -- |
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BRDOX-112 | 400 error when the AGENT or OBSERVER tries to change payment method |
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Done | Done | -- |
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BRDOX-111 | 400 error message when the agent trying to delete/upload transaction template |
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Done | Done | -- |
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BRDOX-110 | 400 error message when the agent opens Settings > Users |
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Done | Done | -- |
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BRDOX-109 | Observer - setting my company - user documents (html error) |
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Done | Done | -- |
|
||
BRDOX-108 | Agent can send messages |
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Нужно обсудить, т.к. агент може отправлять другим агентам
...
Нужно обсудить, т.к. агент може отправлять другим агентам
по факту в компании много агентов, а получатель только один Отключить возможность отправлять сообщения |
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Done | Done | -- |
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BRDOX-107 | Observer (Transaction) Заменить Edit на view |
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Done | Done | -- |
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BRDOX-106 | Agent can't edit timeline when the permission is on |
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Done | Done | -- |
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BRDOX-105 | Agent can't Customize Copy & Signature of CDA inside the commission |
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Должна быть кнопка, когда нажимаешь на Generate CDA, прикреп...
Должна быть кнопка, когда нажимаешь на Generate CDA, прикреплю скрин как это у админа для понимания
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Done | Done | -- |
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BRDOX-104 | Observer ( Dashboard) -Upcoming & Overdue Timeline Events must not see on dashboard |
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Done | Done | -- |
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BRDOX-103 | Agent can't edit transaction's commission |
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пермишн зеленый занчить должен иметь возможность
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Done | Done | -- |
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BRDOX-102 | Observer ( Dashboard) - Office must not see on dashboard |
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Done | Done | -- |
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BRDOX-101 | Agent can't edit closed transaction when the permission is on |
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Done | Done | -- |
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BRDOX-100 | Agent sees closed transaction when teh premission is offed |
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При выключеном пермишне не должен видить, иметь возможность ...
При выключеном пермишне не должен видить, иметь возможность редактировать
|
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Done | Done | -- |
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BRDOX-99 | Observer ( Dashboard) - Deals Summary must not see on dashboard |
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Done | Done | -- |
|
||
BRDOX-98 | Observer ( Dashboard) - Overview - must not see on dashboard |
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Done | Done | -- |
|
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BRDOX-97 | Overview widget is absent on the agent's dashboard |
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Done | Done | -- |
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BRDOX-96 | 400 error when the manager tries to change payment method |
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Done | Done | -- |
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BRDOX-95 | User change Resource Categories permission because it absent on the permission page |
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Done | Done | -- |
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BRDOX-94 | AO can't edit permission for manager bacuse it absent on the permission page |
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Done | Done | -- |
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BRDOX-93 | 400 error message when the manager trying to delete/upload transaction template |
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Done | Done | -- |
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BRDOX-92 | 400 error when manager opens Setting > Users |
|
Video - https://somup.com/c0QhoRAkuX
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Done | Done | -- |
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BRDOX-91 | Manager can't edit commission |
|
Video explanation - https://somup.com/c0QfovABm0
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Done | Done | -- |
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BRDOX-90 | Manager can't edit closed transaction when the permission is on |
|
~dima.t Video - https://somup.com/c0Qhl6AkeG
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|
Done | Done | -- |
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BRDOX-89 | Manager can edit timelines |
|
В пермишнах указано, что менеджер может смотреть таймлайны т...
В пермишнах указано, что менеджер может смотреть таймлайны только для своего офиса, по факту он может редактировать
~dima.t Video explanation - https://screenpal.com/watch/c0QfoYVpWXv |
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Done | Done | -- |
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BRDOX-88 | Manager hasn't overview in the dashboard |
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Должен иметь в овервью будут показываться результаты для его...
Должен иметь в овервью будут показываться результаты для его офиса
|
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Done | Done | -- |
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BRDOX-87 | Document needed attentiong tab is absent for flex admin |
|
Video explanation - https://somup.com/c0QfokABHo
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Done | Done | -- |
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BRDOX-86 | 400 error message when flex admin create new paymend method |
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Done | Done | -- |
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BRDOX-85 | Can't change the "Resource category" permission for flex admin because it absent on the permission page |
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Done | Done | -- |
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BRDOX-84 | SA can't edit Property Types permissions, because it absent on the permissions page |
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Done | Done | -- |
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BRDOX-83 | Flex admin can't create transaction template |
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Done | Done | -- |
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BRDOX-82 | Flex admin receives 500 error message when opens "Users" tab |
Creds;
* [JohnFlex@fexbox.org|mailto:JohnFlex@fexbox.org]...
Creds;
* JohnFlex@fexbox.org * 11111111 VIdeo - https://somup.com/c0jri1AFTu Также получает 400 ошибку когда открывает юзеров в сеттингах |
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Done | Done | -- |
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BRDOX-81 | When the flex admin opens certain comuunity post he receives 400 error message |
# Go to [https://permissiontest22.dev-brokerdox.ourdevapps.c...
# Go to https://permissiontest22.dev-brokerdox.ourdevapps.com/community
# Open any post Creds: JohnFlex@fexbox.org 11111111 Video - https://somup.com/c0jrinAFTc |
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Done | Done | -- |
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BRDOX-80 | Flex admin can generate CDA when permissions offed |
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Done | Done | -- |
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BRDOX-79 | Flex admin can't edit commission in the transaction |
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Done | Done | -- |
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BRDOX-78 | Admin can't change payment method when teh permission is on |
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Done | Done | -- |
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BRDOX-77 | SA can't edit payment method |
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Done | Done | -- |
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BRDOX-76 | SA can't off resource category deleting bcs it is absent in permission table |
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Done | Done | -- |
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BRDOX-75 | When user send message to flex admin 422 error appears |
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Done | Done | -- |
|
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BRDOX-74 | SA can't off edit closed transaction for admin |
|
В пермишнах указано что можно выключить редактирование, по ф...
В пермишнах указано что можно выключить редактирование, по факту можно выключить "View", и если его выключить ничего не меняется (Для админа)
For closed transaction: * View - Green permission * Edit - blue |
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Done | Done | -- |
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BRDOX-73 | Admin can change permissions for himself |
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Суть такая - админу можно выключить удаление транзакций и ад...
Суть такая - админу можно выключить удаление транзакций и админ сам может потом включить её
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Done | Done | -- |
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BRDOX-72 | Teamlead can't view documents which were dissapproved |
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должен видеть какие документы были диссапрувнуты или аппрувн...
должен видеть какие документы были диссапрувнуты или аппрувнуты людям из его команды
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Done | Done | -- |
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BRDOX-71 | Compare Permissions |
https://docs.google.com/spreadsheets/d/1LMiqJ0Uiedhp9MH_JLO0...
https://docs.google.com/spreadsheets/d/1LMiqJ0Uiedhp9MH_JLO0dqtAU-mzxf9akuFMPR7p708/edit?usp=sharing
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Done | Done | -- |
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BRDOX-70 | 500 error while creating transaction |
|
Может что-то с типом комиссии
Video - [https://somup...
Может что-то с типом комиссии
Video - https://somup.com/c0j2hsAj9S ПОхоже что ошибка появляется, когда ты создаешь фишку, для человека который изначально не был в транзакции, а был добавлен через контакты |
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Done | Done | -- |
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BRDOX-69 | Meeting notes from Ray - aug 4 - 2023 |
|
I want to verify with you that all of the following will be ...
I want to verify with you that all of the following will be hidden from Flex Admin Role....screenshots attached;
Dashboard Overview Deal Summary Offices Accounting link on Left Nav Transactions >>> Reporting for Transactions blue button Settings >>> The following links will be hidden (Similar to Agent role) My Company Commissions Transactions Timelines Options Billing & Subscriptions Any of the above items on the ADD NEW dropdown on the Top Nav |
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Done | Done | -- |
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BRDOX-68 | Timed Logout |
|
There doesn\'t appear to be a timed logout for the Users. Sh...
There doesn\'t appear to be a timed logout for the Users. Should there be an automatic logout if they are inactive for a period of time? Like an hour? Not a big deal if we can\'t
--- Fixed on DEV; 1 Hour Expiration. |
Done | Done | -- |
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BRDOX-67 | Subscription expired |
Sub expired. Cannot enter credit card info successfully.
--...
Sub expired. Cannot enter credit card info successfully.
--- Can not reproduce; No issue found. A credit card was added successfully |
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Done | Done | -- |
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BRDOX-66 | Password Reset |
I received a password reset email this am. The forst request...
I received a password reset email this am. The forst request got a 404 error when clicked. The second one worked. Maybe it times out? But it doesn\'t tell you why, just the 404 error, see screen shots. It also doesn\'t tell you who requested the password reset.
--- ( Fixed on DEV ) |
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Done | Done | -- |
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BRDOX-65 | When user try to update permissions he receives 500 error message |
Screen - [https://screencast-o-matic.com/i/c0iu1ZVkTng]
...
Screen - https://screencast-o-matic.com/i/c0iu1ZVkTng
Credentials - https://docs.google.com/spreadsheets/d/1qSOEnNdABhPZ72cYa64lLQIyj9DXtp5xXD-s2KYA6A8/edit#gid=0 --- Fixed on DEV |
Done | Done | -- |
|
||
BRDOX-64 | Still No Access |
|
Still no access under any credentials
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Done | Done | -- |
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BRDOX-63 | Logins not working anymore - major issue |
|
None of the logins are working. Here are a couple for I to t...
None of the logins are working. Here are a couple for I to test
https://app.betabrokerdox.com/login raycarrano@gmail.com (main company login) raycarrano+complaince@gmail.com raycarrano+mscott@gmail.com All have Test1234 as password |
Done | Done | -- |
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BRDOX-62 | Can\'t log in at all |
|
None of the logins are working. Here are a couple for you to...
None of the logins are working. Here are a couple for you to test
https://premier-brokers-international.app.betabrokerdox.com/ raycarrano@gmail.com (main company login) raycarrano+complaince@gmail.com raycarrano+mscott@gmail.com All have Test1234 as password |
Done | Done | -- |
|
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BRDOX-61 | No access since Saturday |
|
Can\'t log with any credentials since Saturday
|
Done | Done | -- |
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|
BRDOX-60 | Log in screen: Correct language |
Pls change "This email not exists" in the Log in screen to: ...
Pls change "This email not exists" in the Log in screen to: "This email does not exist"
--- Fixed on DEV |
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Done | Done | -- |
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BRDOX-59 | Deleting User with Transactions |
|
I tried to delete a User that has transactions. It would not...
I tried to delete a User that has transactions. It would not allow that, which is correct. But there used to be an additional message pop up that said \"Users Transactions need to be reassigned before you can delete this User\". There was no popup, system just went back to page after \"Confirm\" was clicked.
|
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Done | Done | -- |
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BRDOX-58 | New User error |
I am trying to recreate the errors we are getting with new u...
I am trying to recreate the errors we are getting with new users. If you just hit the BACK button, the system skips the entire sign on process. I got a 404 error but I\'m in the new Agents account
|
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Done | Done | -- |
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BRDOX-57 | 2nd User Signup Issue |
Jon Frank was sent an invitation. He wen thru the process an...
Jon Frank was sent an invitation. He wen thru the process and uploaded docs. His Status is still INVITE PENDING in Admin portal. All his fields are empty and Admin can\'t click on any docs he uploaded to his profile. 3 Screenshots. Both Users with the issues are agents of mine :-(
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Done | Done | -- |
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BRDOX-56 | Admin view of Users |
Admin >>> Settings >>> My company >>> Users >>> Actions - Wh...
Admin >>> Settings >>> My company >>> Users >>> Actions - When clicking VIEW in Actions column, the link takes you to the Users Transactions. It should take you to their Profile. From there, you already have another link to view their Transactions which is great ( Fixed on DEV)
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Done | Done | -- |
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|
BRDOX-55 | Server Response 500 Error |
I sent an invitation to one of my agents. He encountered a S...
I sent an invitation to one of my agents. He encountered a Server 500 Error while completing the signup process. It looks like he may have left the State Field blank? He could not complete the signup process. I had to delete him, set him up and invite him again. He\'s good, but his status still shows as \"Invite Sent\" in Settings > Users
--- ( Cannot reproduce ) |
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Done | Done | -- |
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|
BRDOX-54 | Server Response 500 Error |
I sent an invitation to one of my agents. He encountered a S...
I sent an invitation to one of my agents. He encountered a Server 500 Error while completing the signup process. It looks like he may have left the State Field blank? He could not complete the signup process. I had to delete him, set him up and invite him again. He\'s good, but his status still shows as \"Invite Sent\" in Settings > Users
---- Cannot reproduce |
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Done | Done | -- |
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BRDOX-53 | Referral Commission Calc |
|
Referral Commission calculations and who they go to is not r...
Referral Commission calculations and who they go to is not right (See screenshot). There seems to be 2 places to input the Referral Commission. And similar to an earlier support ticket, Adding a Contact that can get paid at closing does not calculate for the CDA. That person should be in the list of people that can get paid
|
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Done | Done | -- |
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BRDOX-52 | CDA in Documents Section |
All Users >>> Transactions >>> Documents - CDA shows up in a...
All Users >>> Transactions >>> Documents - CDA shows up in all Transaction Types as a required document. I didn\'t set that up when creating the company. If that needs to be there for CDA creation, then that\'s ok. But if not needed, then let\'s not have the CDA in the list of Documents. If it has to stay, can we get rid of the \"Required\" status?
|
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Done | Done | -- |
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|
BRDOX-51 | Resources |
The ACTIONS options are not available when you click VIEW AL...
The ACTIONS options are not available when you click VIEW ALLunder any category...see screen shots
---- Permissions related - In progress |
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Done | Done | -- |
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|
BRDOX-50 | Reply To email bounced |
|
An agent emailed a document to me. I replied and the email g...
An agent emailed a document to me. I replied and the email got bounced. I\'m sure its just because we are in DEV mode, but want to make sure email replys go to the Sender.
— Please elaborate more; Is "reply to" should be changed? --- in all emails, that are generated on behalf of Agent, should be in "reply to" the agent's email address. |
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Done | Done | -- |
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BRDOX-49 | Documents Pending Approval |
|
2 options to see files in Documents Pending Approval are VIE...
2 options to see files in Documents Pending Approval are VIEW and DOWNLOAD. When VIEWING Word (Docx) file, it downloads it instead of opening it. PDFs are fine and open in a new tab
|
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Done | Done | -- |
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BRDOX-48 | Search Bar Top Nav |
When you use the SEARCH bar in top nav and put an ADDRESS, y...
When you use the SEARCH bar in top nav and put an ADDRESS, you\'re taken to the Search Page and NO RESULTS. When you search for a Users Name, you go to the same page but it finds and displays the User. Pls make the default Search for \"Transactions\". I assume since USER is first in Dropdown SEARCH TYPE is reason that works. Default search should be for TRANSATIONS
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Done | Done | -- |
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|
BRDOX-47 | CDA: Buyer Credit |
Commissions >>> CDA - A Buyer or Seller Credit needs to appe...
Commissions >>> CDA - A Buyer or Seller Credit needs to appear on the CDA. When a CONTACT is added that can get a credit or a check, that goes on the CDA. If it\'s a credit to Buyer or Seller, then line says \"Please credit BUYER $$$$$ from our commission at closing\". So in actuality, it doesn\'t matter is Buyer is added to the CONTACTS as their name can\'t appear on the CDA
|
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Done | Done | -- |
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BRDOX-46 | CDA |
In the CDA, the COMPANY always gets paid, not the Broker (Ra...
In the CDA, the COMPANY always gets paid, not the Broker (Ray Carrano). Change that to COMPANY_NAME....see highlighted area in attached screen shot
--- Fixed on DEV |
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Done | Done | -- |
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|
BRDOX-45 | File sizes |
|
During the Company Setup, there is an option to choose Max F...
During the Company Setup, there is an option to choose Max File Size for uploads. After company is set up, I don\'t see anywhere to change that in Settings. Also, wasn\'t there supposed to be choices of file types the Account Owner would allow? I don\'t remember seeing that during setup
--- Please refer to the image; during setup user can select file sizes |
|
Done | Done | -- |
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BRDOX-44 | Completing new User profile 3/3 |
Adding Documents...change paragraph to read: \"Upload reques...
Adding Documents...change paragraph to read: \"Upload requested documents like your signed ICA, copy of your Drivers License, your Real Estate License, a completed and signed W9 etc. You can skip this step for now and upload in the My Profile section after you\'re logged in.\"
--- Fixed on DEV |
|
Done | Done | -- |
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|
BRDOX-43 | Completing new User profile 2/3 |
User Setup >>> Step 2: Enter Additionals...change that to \"...
User Setup >>> Step 2: Enter Additionals...change that to \"Enter Additional Information\"...change wording of para to \"Enter information in the fields below. All fields are required. You can change this information after you log in.
--- Fixed on DEV |
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Done | Done | -- |
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BRDOX-42 | Completing new User profile 1/2 |
Step 1: Enter the Basics - change wording to: \"Complete you...
Step 1: Enter the Basics - change wording to: \"Complete your basic profile here. Upload your profile photo, create a safe password and fill in your contact information below. You can always change this information once logged in.\"
--- Fixed on DEV |
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Done | Done | -- |
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BRDOX-41 | Transaction # |
All User Types >>> Transactions >>> Any Transaction >>> Pls ...
All User Types >>> Transactions >>> Any Transaction >>> Pls change \"Transaction #\" to \"MLS #\"
--- Fixed on DEV |
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Done | Done | -- |
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BRDOX-40 | Spelling error 2 |
Same thing in Transaction Log ubnder \"Action\" - Change \"C...
Same thing in Transaction Log ubnder \"Action\" - Change \"Created new instruction\" to \"Created new Showing Instructions\"
--- Fixed on DEV |
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Done | Done | -- |
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BRDOX-39 | Spelling error |
Ah=gent >>> Transactions >>> Showing Instructions - Change t...
Ah=gent >>> Transactions >>> Showing Instructions - Change the wording \"Instruction\" to \"Showing Instructions\" in 2 places, see screen shots
--- Fixed on dev |
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Done | Done | -- |
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BRDOX-38 | Email Document: wrong Sender |
Agent (Dwight) emailed a document to Ray Carrano (Admin)...B...
Agent (Dwight) emailed a document to Ray Carrano (Admin)...Body of email says Ray Carrano sent Ray Carrano the message. Prob related to earlier Ticket where Users name replaced with Ray Carrano during setup. Error occurs even after name is corrected in User Profile
— Can not reproduce; Browser's autocomplete |
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Done | Done | -- |
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BRDOX-37 | User search 2 |
Admin >>> Settings >>> My Company >>> Users >>> Need to be a...
Admin >>> Settings >>> My Company >>> Users >>> Need to be able to search Users by name. It would take a lot of scrolling to find a User in a company with 500 agents. Right now the only 2 filters are ROLE and STATUS
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Done | Done | -- |
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BRDOX-36 | User search |
Admin >>> Users >>> Need to be able to search Users by name....
Admin >>> Users >>> Need to be able to search Users by name. It would take a lot of scrolling to find a User in a company with 500 agents. Right now the only 2 filters are ROLE and STATUS
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Done | Done | -- |
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BRDOX-35 | Reporting For Transactions |
Admin >>> Transactions >>> Click \"Reporting for Transaction...
Admin >>> Transactions >>> Click \"Reporting for Transactions\" - the \"Show\" Filter only has one choice...\"All Transactions\". That should be Active, Contingent...etc. Also, the \"For\" filter should be searchable by typing first few letters of a name...in my brokerage there are 450 agents...that would take a while to find someone. They are not in any order now either
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Done | Done | -- |
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BRDOX-34 | User number per page |
Settings >>> My Company >>> Users - The User count dropdown ...
Settings >>> My Company >>> Users - The User count dropdown menu number order is mixed up. See screen shot.
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Done | Done | -- |
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BRDOX-32 | Available storage warning error? |
Looks like the numbers are wrong for storage used and total ...
Looks like the numbers are wrong for storage used and total storage size?
-- Fixed on DEV |
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Done | Done | -- |
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BRDOX-31 | Users display, filter and search |
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Admin >>> Users - Currently there is no way for an Admin to ...
Admin >>> Users - Currently there is no way for an Admin to filter Users via \"Office\" or search for them by name. I thought we had this feature previously. Same for Settings >>> My Company >>> Users
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Done | Done | -- |
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BRDOX-30 | New feature for Active Users |
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Is there any way to see who is Active on the site at any giv...
Is there any way to see who is Active on the site at any given time? Not necessary but might be a cool feature
-- this is the new feature. Should we estimate it? |
Done | Done | -- |
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BRDOX-29 | *** Major Issue: Limited Admin Access *** |
Need to be able to block certain Admins from seeing Accounti...
Need to be able to block certain Admins from seeing Accounting or ability to edit Company Settings. For some Admins we need to (1) Block view of Widgets with company numbers like “Overview” and “Offices” (2) Make the Accounting link on the Left NAV either disappear or not be clickable (3) Get rid of all Top Menu items in Settings except for My Profile. Can do thru Options or make a new Admin Level
--- Flex Admin task! |
Done | Done | -- |
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BRDOX-28 | Email: Document Disapproval Format |
Email >>> Document Disapproval – In the body of the email an...
Email >>> Document Disapproval – In the body of the email and after the greeting, the Email explanation starts with the “Document Name”. That should to be moved to just above “Disapproval Notes” and look like this…”Disapproved Document: Document_Name”
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Done | Done | -- |
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BRDOX-27 | Referral Common Fees |
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Settings >>> Commissions >>> Commission Plans >>> Referral >...
Settings >>> Commissions >>> Commission Plans >>> Referral > Add Common Fee - The dropdown menu for \"Charged To\" should only have Broker, Agent and Client. Same for \"Credited To\" should only have Broker, Agent and Client
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Done | Done | -- |
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BRDOX-26 | Referral Commission and Common Fee |
New Transaction - When choosing Referral as Transaction Type...
New Transaction - When choosing Referral as Transaction Type, system is pulling in \"Common Fee\" (setup by Admin during commission setup) from \"Buyer or Seller\" Type when calculating commissions during the New Transaction process. No \"Current Common Fee\" was set up for the Referral Transaction Type
*-----* Cannot reproduce |
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Done | Done | -- |
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BRDOX-25 | Major Need: Commission Plans |
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Settings >>> Commissions >>> Commission Plans >>> Brokerage ...
Settings >>> Commissions >>> Commission Plans >>> Brokerage Commissions and Fees by Transaction Type - Can we add another Transaction Type called \"Commercial\" either before or after \"Referral\"?
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Done | Done | -- |
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BRDOX-24 | Notifications Inbox |
Notifications/Messages - When logged in as an Agent, Inbox n...
Notifications/Messages - When logged in as an Agent, Inbox number of messages display not working. When logged in as Manager, it\'s working. See Screenshot. 3 Messages sent, but only showing 2
--- Fixed on DEV |
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Done | Done | -- |
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BRDOX-23 | Messages Issue |
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Account Owner (Ray Carrano) sent a Message to Everyone. When...
Account Owner (Ray Carrano) sent a Message to Everyone. When logged in as Ray Carrano (Account Owner) Message is showing Manager (Michael Scott) sent the message. When logged in as anyone else, it\'s shows the correct sender.
--- Can't reproduce |
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Done | Done | -- |
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Key | Subject | Request | Attachments | Priority | Comments | Status | Resolution | Current Environment | Labels | Dates |
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BRDOX-427 | System Emails Not Working |
Emails are not being sent by the system for Document Disappr...
Emails are not being sent by the system for Document Disapprovals and Timeline Event Reminders
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Highest |
Ray, Here’s an update on how the notifications for "disapproved" emails are functioning now. Previously, the system wouldn't send an email if the user who uploaded the document was the same person who clicked the reject button. Moving forward, the email will be sent, even if the uploader and the person who disapproved the document are the same. Please test and close this ticket.
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Backlog | Unresolved | -- |
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BRDOX-426 | Agents can ADD CATEGORIES in COMMUNITY |
Agents can still ADD CATEGORIES in COMMUNITY. Previous Ticke...
Agents can still ADD CATEGORIES in COMMUNITY. Previous Ticket marked Done is not Done
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Highest |
this issue has been fiexd. please disable the permissions for agent and agent no longer be able to create a category
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Backlog | Unresolved | -- |
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BRDOX-421 | Response Time Very Slow + Profile picture cropping + Profile picture update (auto + manual) |
When doing any task in the system, the pages have become ver...
When doing any task in the system, the pages have become very slow when loading.
---- tasks: 1. reduce profile pictures ( automated way / reduce the picture ) 2. add query caching for other requests (go over the optimization carefully) |
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Highest |
Ray, after a meeting with my team, and discussing the following enhancements we came to the following estimate, that the total work including testing will take 19 hours. a separate email with scope of work was sent to your approval.
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Selected for Development | Unresolved | -- |
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BRDOX-419 | Estimate: Notifications >> Replies |
I need an estimate for when Agents (or whomever) reply's to ...
I need an estimate for when Agents (or whomever) reply's to a Community Note or a Notification Sent, that I can reply to that comment...See 2 screen shots
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High |
The estimate is 8 hours for such functionality. please reply when agreeing to move forward.
This functionality would be for anyone in any Role correct? So if an agent posts a Community Note, and someone replies, that original person could reply to them?
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Done | Done | -- |
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BRDOX-417 | Admin >>> Notifications >>> SENT |
Admin >>> Notifications >>> Sent displays only 10 records......
Admin >>> Notifications >>> Sent displays only 10 records...when you click next, it doesn't display the next 10...it displays an empty Inbox....see 2 screen shots
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High |
the sent / outbox the pagination issue just fixed. please verify
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Selected for Development | Unresolved | -- |
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BRDOX-414 | email@brokerdox.com is not a working email |
email@brokerdox.com is not a working email...see 2 screen sh...
email@brokerdox.com is not a working email...see 2 screen shots...where is that? on the Sales site? Anywhere it is, we need to get rid of it...use info@brokerdox.com or brokerdox@gmail.com
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Highest |
This email is sent from Wordpress most likely, we don't have such user. please verify.
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Done | Done | -- |
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BRDOX-410 | Community: AGENTS can Edit Category Names |
Agents should not be able to edit Community Category Names.....
Agents should not be able to edit Community Category Names...ie: the pencil next to Broker FAQ's" should not be there for Agents and Managers...just Admins should have access to that
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Highest |
fixed. please verify.
Not done
Agent permission now is fixed, and the agent no longer can create a category (the back end blocks it) and there is no way to edit categories. Please reset the settings and it should be working. Please see the screenshot with a "you don't have access to this section" - this confirms that the agent can't create a category.
--- Update: the create category button is no longer shows when the permission is OFF for Add/Edit categories for agents. please verify and close this task |
Done | Done | -- |
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BRDOX-408 | Super Admin |
Super Admin >>> filter >>> Subscription says BRONZE, SILVER ...
Super Admin >>> filter >>> Subscription says BRONZE, SILVER and GOLD...Should be Plan 1 - Plan 2 and Plan 3
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Highest |
the drop down items were updated, to plans
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Done | Done | All Environments |
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BRDOX-407 | Super Admin |
There are 8 Subscribers, but the ACTIVE SUBSCRIBERS says 12 ...
There are 8 Subscribers, but the ACTIVE SUBSCRIBERS says 12 Subscribers...The Overview Filter needs a better look...Can there be links under SUBSCRIBERS on the LEFT NAV BAR that would be quick links to ALL, ACTIVE, TRIAL and SUSPENDED? The Default View would be ALL
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Highest |
this was fixed. please log in to the super admin and verify that subscribers do show properly.
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Selected for Development | Unresolved | All Environments |
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BRDOX-405 | Estimate: Accounting >>> Agent Summary >>> # per page |
Accounting >>> Agent Summary >>> # per page - (1) Please put...
Accounting >>> Agent Summary >>> # per page - (1) Please put an option for "ALL" when showing # PER PAGE and make the default "ALL"...(2) Also, there is no way to SORT the columns...the order of the list seems completely random...Would like ability to sort by: Name - Office - Volume $ - Agent $ - Company $
— Default = 100; Add option = ALL; The total should be moved over one column (see screenshot) |
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Medium |
Estimate is 5 hours for this task. please reply when proceeding ( assign back to the team with approval note)
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Backlog | Unresolved | -- |
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BRDOX-400 | Timeline email reminders not working |
Timeline email reminders not working. I tested it and my age...
Timeline email reminders not working. I tested it and my agents aren't getting theirs either
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Highest |
Good afternoon!
The email sending for events has been fixed! ScreenShot - !email.png|thumbnail!
Not done
Reminders were fixed. please verify and close this task
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Done | Done | All Environments |
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BRDOX-357 | Estimate: Adding photos to transactions |
In each Transaction, I would like to add a PROPERTY PHOTOS T...
In each Transaction, I would like to add a PROPERTY PHOTOS Tab just above the TRANSACTION LOG Tab. The area to the right would have an option to add photos one at a time or in bulk. Thumbnails the size of the STATUS button maybe 3-5 per row (whatever will fit) would be good. They can click on a photo to see the full size or a bigger size that fits within the same area...popup would be best. There would be a Primary photo chosen (maybe uploaded separately) that would be displayed to the left of the Property Address, MLS#, etc. info on the top of the Transaction screen. Photo should be sized the same as the STATUS button on the right side of the Transaction screen. Need options to upload more photos, replace a photo, delete a photo or multiple photos.
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Low |
detailed estimate has been sent via email to Ray with 70 hours / 15 business days, for approval.
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Selected for Development | Unresolved | -- |
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Name | Status | Date Created | Date Approved | Actions | Paid |
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Agents Profile Documents [ BRDOX-195 ] | disapproved | October 17, 2023 | - |
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TEAMS not visible [BRDOX-199] | disapproved | October 17, 2023 | - |
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Update the “Referral” to “Other” Tra... | approved | November 2, 2023 | November 3, 2023 |
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Tiered Commission Split Question | approved | November 10, 2023 | November 11, 2023 |
✖
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BRDOX-208; Commissions >>> Buyer Credit (CDA – dialog ... | approved | November 17, 2023 | November 21, 2023 |
✖
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BRDOX-222: Commisions calculations update: Enhancements to C... | approved | November 22, 2023 | November 22, 2023 |
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BRDOX – 225; Web Application Rollout Task List from St... | approved | December 3, 2023 | - |
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SETTINGS >>> MY PROFILE - Agents documents they uploaded are only visible if they click EDIT in their profile. If any docs are uploaded, they should be visible without having to click EDIT
For ADMINS and MANAGERS there doesn't appear to be anywhere to see TEAMS once they are created. The Team Leader (Agent) can see their Team under USERS, so that seems fine
After meeting...( oct 16,23)
we need to estimate and add column "team"
In section: Brokerage Commission and Fees by Transaction Type
change "Referral" to "Other" (screen attached);
—
Incorporate an extra 4 roles: Buyer, Seller, Tenant, and Landlord into both dropdown menus. Ensure that the same role cannot be simultaneously selected in both dropdowns.
(see screenshot)
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Update the text : Referral Transaction Template to Other Transaction Template
(see screenshot)
—
in Edit Transaction, make sure that the "transaction type" is updated to "Other"
Company Seetup >>> Commission Setup - I don\'t understand the Tiered Commission Split commission plan how it was set up...let go over it pls. Is it based on Commission $ earned? Or Sales Volume? I forget what we did. Need to review please
The Buyer Credit is all good. It calculates correctly, is in the right place on the commission calc screen etc. When you are generating the CDA, the Dialogue box does not show the amount Buyer is being credited (see screenshot)...but it does go to the CDA correctly. See 2 screen shots. tested on 455 Oneonta St...
To ensure a seamless and successful launch of the SAAS platform "Broker Dox", it is imperative to establish a robust and fully functional production environment. This environment is not just a technical necessity but a critical step in mitigating potential risks associated with the deployment and operation of the platform. The scope of work outlined below details the essential tasks and their purpose, emphasizing the importance of each step in safeguarding the platform’s stability, security, and reliability.
Dev Server: https://dev-brokerdox.ourdevapps.com/
Stage server: Beta Broker Dox
https://app.betabrokerdox.com/
WordPress site on Stage -> https://www.betabrokerdox.com/
Production server: https://app.brokerdox.com/
Ray’s Production Company:
https://premierbrokersinternational.app.brokerdox.com/
User: raycarrano+brokerdox@gmail.com pass: Test1234
Stripe