Aptuitiv Releases

Storage App Improvements - Balances & UI Improvements

Multiple improvements to the Storage app in this release.

Fixed calculating the initial rent period

Fixed an issue with calculating the correct number of initial months to rent when it's more than 1 month. We allow setting an initial rental period to be more than one month, and sometimes the initial rent period wasn't calculated correctly. Now it is.

New setting to force renting whole units of the initial rent period

To help ensure the ideal initial rental period, we added a new setting called "Should the initial rent period be rounded up to the nearest whole number of periods?".

If that's set to "Yes", then the initial rent period will always be at least 1 month, 2 months, 3 months - whatever the initial rent period is configured to.  This allows the initial rent period to always be a minimum of the configured rent period, or prorated so it's close. 

If a storage company has an initial rental period of 1 month, they likely want this off so that someone renting in the beginning of a month isn't charged almost two months. But if you've configured the initial rental period to be more than 1 month, you likely want to turn this on because you likely want the initial period to be at least 2, 3, or whatever number of months you picked. If it's turned on then it'll be the number of months + a prorated amount for the remainder of the current month.

Rental settings now show a preview of the initial rental period

To help make sure your initial rental period is calculated correctly, there is now a "Preview of initial rental periods" accordion that you can toggle to show a preview of what the renewal date would be for rents starting each day of the current month.

Invoice balances now include late fees

To help you see what is owed, any time you see a balance for an invoice, it will include any late fees. All of the different detail pages are updated, as well as the payment form and the form to apply a manual payment.

The customer detail page also shows a total open balance for the customer if they have one.

The "Record payment" form now supports recording late fee payments. Previously, it only showed the open balance for the invoice. Now it includes late fees too.

Updates to adding a payment method

The form for adding a payment method for a customer has been updated to use the latest code from Stripe. This updates the user interface a little bit and hides Stripe Link from showing.

Transactions now show more payment information

Transactions now show more information about how a payment was made (like the credit card type and last 4 digits) and link to the transaction in Stripe. The Stripe link is useful if you need to do any troubleshooting or need to refund. (We have refunds planned as a later update.)

Customer detail tabs now have action buttons

Each tab on the customer detail page now has an "Add" button to add the thing the tab is about. (Transactions are the exception because they are added by the system when a payment is made or attempted.) While the same actions could be done in the "Actions" button menu in the top right, this puts the "Add" action in more context in the tab.

Set a new CDN version in fewer clicks

In the past, if you needed to reset the CDN so that changes to files would apply, you had to turn the CDN off and then turn it back on. 

Now, if you just need to reset the version number, you can do it without turning the CDN off.

Click the "Actions" button in the top right of the CDN page and then click "Set new CDN version value". That will set a new version number and clear the site cache.

Image upload editor changes

Historically, all image upload fields showed an image editor after you selected a file. However, most of the time, you just want to upload the selected file, and this was an extra, unnecessary step. You can edit an uploaded image after the fact, and that will also update the image in the CDN.

Now, by default, image upload fields won't show the image editor. The exception is images in the rich text editor. We felt that it would be best to show the editor there because that's one spot where images probably should be resized before uploading.

If, however, you want an image upload field to show the editor by default, there are two ways to do that.

1) There is a new "Show the image editor before uploading" field. Toggle this to "Yes" to always show the editor when uploading.

2) If you set the image size and then turn on the "Force aspect ratio" field, the image editor will always show. This is because the editor is used to crop the image if necessary to fit the aspect ratio.

Directory App Migration to New Admin

We have finished migrating the Directory app to the new administration. This also included some additional improvements.

• Profiles now have a new Phone field that lets you capture the phone type, phone number, and extension in one field. The phone number can also have optional formatting. 
• We added support for Tags in the Directory app. This gives another level of organization.

Page Attributes for Custom Page Data

Most of the time, the existing fields for Pages, Blocks, or Content Layouts give you what you need to build the content for your pages and display your pages.

But once in a while, you may need something more custom. An example could include changing the logo in the header for specific pages or maybe changing a button in another template. 

The solution to this is the new Custom Page Attributes functionality. For developers, this is similar to attributes on app items.

The attributes will show up last in the list of content to edit for a page. They can be organized by Attribute Groups. The default Attribute Group is called "Attribute Groups". You can rename it or add new ones if you want.

To use this, go to Content -> Page Settings. Then click on "Attributes".

There you can add new attribute fields.

When you edit a page the fields will show below the other fields for the page content.

To use in your templates, you'll use the new {{ _page.attributes }} variable. (You can also use the shorter {{ _page.attr }} if you want.) If your variable is called "Logo" then you'll access it like this:

{{ _page.attributes.logo }} or {{ _page.attr.logo }}.

The power behind this is that the _page variables are global, so they can be used in any template that is used to display the page.

New Options for Category and Tag Fields

When assigning categories or tags to app items, you can now add a new category or tag. Click the "Add New" button below the field label and a modal will open where you can add the category or tag.

After it's added, the new category or tag will show at the bottom of the list and be automatically selected. If you assign the category to a parent category, then it will show under the current parent category.

Other new features with these fields include:

• Click the checkbox icon (second one from the left) to filter the list of categories or tags and only show the selected ones. This is useful when you have a large list and you need to easily see what's already selected.
• The toolbar now shows the number of categories or tags selected.
• If the category list has any subcategories, then they show as collapsible items. You can expand or collapse all of them. By default, they are all expanded.

Bulk Remove Category or Tag Assignments

If an app has support for categories or tags, then you could already bulk assign categories or tags to an app item. There have been three options for bulk assigning:

1. Assign the newly selected categories or tags to the app item.
2. Replace existing categories or tags with the selected ones.
3. Remove all categories.

There is now a fourth option.

Now you can remove one or more selected categories or tags.

This allows you to select one or more app items and in one step remove one or more category assignments.

Here is how you can use this. We'll use Categories as an example (tags have a nearly identical flow).

1. Go to your app and view the app items (like Blog Posts or Store Products).
2. Click the checkbox next to one or more app items.
3. At the top of the table, click the "Assign" button, then "Assign Categories".
4. On the next page, select the "Remove the selected categories and keep other category assignments" option.
5. Select the category or categories to remove.
6. Click the "Save Category Assignment" button in the upper right.

Replace Images and Files When Uploading

Historically, if you wanted to replace an existing image, you had to first go into the File Browser and delete the image. Then upload the new image. 

Same process for replacing files. (Below talks about images - the file upload field has the same functionality.)

Now, there are two ways to replace an existing image. 

First, you can click the menu icon next to the upload button and select "Replace image".

This will do a few things:

1. The file upload will be restricted to the same file type as the existing image. For example, if it's a JPG image, then you'll only be able to upload JPG images.
2. The new image will be renamed to the same file name as the existing image.
3. The existing image will be cleared from the CDN automatically so that pages get the new image.

The other way to replace an image or file is to upload a new one with the exact same name. If that happens, you'll be prompted to confirm that you want to replace the file before the image is uploaded.

Three things can happen here.

1. Click the "Cancel upload" button to cancel uploading and select a different file.
2. Click the "No, do not replace" button to upload the new image, but have the system prefix a number to the end to keep it separate from the existing image.
3. Click the "Yes, replace the existing file" checkbox, then click the button on the bottom right. (It'll change to "Replace existing file" and turn red). This will replace the image just like described above.

Hopefully this streamlines your workflow a little bit.

Copying content improvements

We have improved copying app items and other content. Previously, the system would have copied the item behind the scenes and then taken you to the "edit" form.

Now, copying is essentially like adding a new app item, but with the form filled in. Using blog posts as an example, when you copy a blog post a new form will show in a modal and be filled in with the content from the post that you're copying. You can then make any changes and save the new post.

You can also copy app items from two or three spots, depending on the app.

1. From the list of app items, click the "three-vertical dots button" and then "Copy".
2. From the "Edit" form, click on the "Actions" menu button and then on "Copy".
3. If the app has a detail page (like Collection Widgets), then you can copy from there too.

Almost all apps now have extensive copy functionality. 

We hope that this gives more flexibility and streamlines copying.

Redirects are now part of the new administration

Migrated the Redirects app to the new administration. It's now found under the Settings menu instead of Site Manager.