напевно тому що багато юзерів 
 
Перевірити можна тут 
https://lavonne.brokerdox.dev.ourdevapps.com/users
a304c389-d716-4ec9-b8f1-5f15a3e076a6@mailslurp.com
12345678

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

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

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

Agents and Admins should be able to see Terminated Transactions in the Transaction area. Please put it at the bottom after Closed Transactions

Automatic logout not working. I stayed logged in last night and I was still logged in this morning.

Agents should not be able to create CDA's...

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

We need to fix it. Now this does not work in commissions.
 

Зараз для нових агентів пермішн виключений по дефолту, потрібно зробити щоб був включений

# 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 
 
 

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

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)

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

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

I added a new Transaction. Theres no RED # in the Left NAV bar for Admin showing there's a New Transaction

When you click ? in any Transaction >>> Commissions, it closes the Commission section and brings you back to the Transaction Overview. Max and I discussed

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

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

Потрібно щоб при кліку на підказку його не викидало з сторінки, а просто показувало дескріпшн

On the new (green) transactions

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!
 

Now if user add decimales to refferal commission he receives error message
 
Video - https://somup.com/c0lhjBgKwk 

If the calculation of commissions is negative, this may lead to the fact that in accounting the result is shown with two minuses.

The numbers on the left side should be with "come" like on the right side
Also it should on the transaction creating screen

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 

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.,..

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.

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
 
 
 
 

Потрібно поміняти базу данних на яку дивиться суперадмінка
Поміняти на прод

# *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.

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.
----
 

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.

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"

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...

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

Referral commission should autofill in the "Referral amount" field

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.

Video - https://somup.com/c06w2DgV6X 
~skarbek.serhiy Тобто всі поля мають очищатись коли юзер нажимає на ремув

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)

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

Tested on the client's company
 
https://pbi8.app.betabrokerdox.com/transaction/2/commisions
raycarrano+pbi8@gmail.com
Test1234

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

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...

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

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

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

Creds:
https://777.app.betabrokerdox.com/
*
AgentSerg@fexbox.org
* 11111111

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 )

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.

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

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"

When a Manager uses dropdown for Filter nothing happens

The Manager of PALM BEACH GARDENS Office can create TEAMS in other offices. Should be limited to their office only

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
 

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

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

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

Wording incorrect: Change to "Commission information has not been provided yet"

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 

Currently Agents and Managers can't EDIT COMMISSIONS in Active, Contingent, Pending and Clear to Close STATUS.

Video - https://somup.com/c06X1BByVu 

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...

All PM tasks

1. overview numbers don't match between Administrator and Manager. Not sure where the numbers are coming from.

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

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

We can't reproduce the bug. We need a video that will show what data is entered into the fields

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

Make "TRANSACTIONS" the SEARCH default instead of "USERS"

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
 

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

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

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

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

An agent of mine replied to my community post and got a 500 error saying "you don't have access to this section"

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

Users are not automatically timed out of a session.

https://team111.dev-brokerdox.ourdevapps.com/
owner111@fexbox.org
11111111

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

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

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

Agent James Halpert has 2 Documents pending approval. On his Dashboard, it says only 1 Document and it's status is Approved

Flex admin should not be attached to office 

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?

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

Creds:
https://777.app.betabrokerdox.com/accounting/transaction 
* JohnTeamLead@fexbox.org
* 11111111
*

Remove the ability to select
Remove the ability to sort
Remove the ability to turn on in the "Required" column

✔ Available (by default, and can't be changed)
 

✔ Available (by default ,but can be disabled)

✘ Not available (by default, but can be enabled)

|777.app.betabrokerdox.com/| |JohnAdmin777@fexbox.org|
Password 11111111

https://777.app.betabrokerdox.com/community 
|JohnAdmin@fexbox.org|  11111111|

Сredentials:
https://companyowner.app.betabrokerdox.com/
companyowner@fexbox.org

Expected Result:
Can only view the document
Actual result:
Can disable and sort

The manager see timelines only for his office and needs to display the section in the side menu

*
JohnAgent@fexbox.org
* 11111111

Manager permission

The manager can Generate CDA (we get an error 500)

The manager can edit closed transactions (if he has permission enabled) Only for his office

Need to research this problem

Should have ability to view (Green), Edit (Blue), Delete (Orange)
Permissions screen in attachments

Agent sees only documents which were dissapproved
 
Video - https://somup.com/c0QIijAsi1 
 

Video - https://somup.com/c0QhDfAkuz 

Video explanation - https://somup.com/c0QfoAABHf 

У него в команде 3 агента, когда выбираешь отправить сообщение агентом в получателях показывает только ОДНОГО
~dima.t Video - https://somup.com/c0Q1hKAp35 
 

Video - https://somup.com/c0Q1hEAp3f 

Исходя из пермишнов он должен только видить документы своих агентов после того как их аппрувнули или дисс,  
 
Video - https://somup.com/c0Q1QVApkJ 
 
 

~dima.t Video explanation - https://somup.com/c0QhlfAkei 

Исходя из документа  у него должны быть - Latest community discussion

Он не должен себе его редактировать

Observer Document review - показывается количество документов хотя он не должен видеть

должен только видеть при выключеных пермишинах

Нужно обсудить, т.к. агент може отправлять другим агентам
по факту в компании много агентов, а получатель только один
Отключить возможность отправлять сообщения

Должна быть кнопка, когда нажимаешь на Generate CDA, прикреплю скрин как это у админа для понимания

пермишн зеленый занчить должен иметь возможность

При выключеном пермишне не должен видить, иметь возможность редактировать

Video - https://somup.com/c0QhoRAkuX 

Video explanation - https://somup.com/c0QfovABm0 

~dima.t Video - https://somup.com/c0Qhl6AkeG 

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 
 

Должен иметь в овервью будут показываться результаты для его офиса

Video explanation - https://somup.com/c0QfokABHo 

Creds; 
* JohnFlex@fexbox.org
* 11111111
 
VIdeo - https://somup.com/c0jri1AFTu 
 
Также получает 400 ошибку когда открывает юзеров в сеттингах

# Go to https://permissiontest22.dev-brokerdox.ourdevapps.com/community 
# Open any post
 
Creds:
JohnFlex@fexbox.org
11111111
 
Video - https://somup.com/c0jrinAFTc 
 
 

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
 

Суть такая - админу можно выключить удаление транзакций и админ сам может потом включить её

должен видеть какие документы были диссапрувнуты или аппрувнуты людям из его команды

https://docs.google.com/spreadsheets/d/1LMiqJ0Uiedhp9MH_JLO0dqtAU-mzxf9akuFMPR7p708/edit?usp=sharing

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

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

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.

Sub expired. Cannot enter credit card info successfully.
---
Can not reproduce; No issue found. A credit card was added successfully

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 )

Screen - https://screencast-o-matic.com/i/c0iu1ZVkTng 
Credentials - https://docs.google.com/spreadsheets/d/1qSOEnNdABhPZ72cYa64lLQIyj9DXtp5xXD-s2KYA6A8/edit#gid=0 
---
Fixed on DEV

Still no access under any credentials

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

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

Can\'t log with any credentials since Saturday

Pls change "This email not exists" in the Log in screen to: "This email does not exist"
---
Fixed on DEV

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.

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

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 :-(

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)

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 )

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 

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

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?

The ACTIONS options are not available when you click VIEW ALLunder any category...see screen shots
----
Permissions related - In progress

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.

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

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

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

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

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

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

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

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

All User Types >>> Transactions >>> Any Transaction >>> Pls change \"Transaction #\" to \"MLS #\"
---
Fixed on DEV

Same thing in Transaction Log ubnder \"Action\" - Change \"Created new instruction\" to \"Created new Showing Instructions\"
---
Fixed on DEV

Ah=gent >>> Transactions >>> Showing Instructions - Change the wording \"Instruction\" to \"Showing Instructions\" in 2 places, see screen shots
---
Fixed on dev

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

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

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

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

Settings >>> My Company >>> Users - The User count dropdown menu number order is mixed up. See screen shot.

Looks like the numbers are wrong for storage used and total storage size?
--
Fixed on DEV

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

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?

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!

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”

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

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 

Settings >>> Commissions >>> Commission Plans >>> Brokerage Commissions and Fees by Transaction Type - Can we add another Transaction Type called \"Commercial\" either before or after \"Referral\"?

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

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

Company Resources - How many files will be visible for each Category? Are we cutting off at 5? 10? and providing a link to \"See All\"? Thought we were doing 5 or 10 before they Users would click to see a full page of that Category?

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

Admin >>> Accounting - Company Commissions not calculating correctly. Only 1 deal is closed at this time. Where are the calculations coming from for the $1,089.00 number? Also, why are \"Agent Fees\" a negative number? See Screenshot for both

Agents are not allowed to create their own CDA\'s...Only Admins and Managers should be able to do that. If that can\'t be fixed, we will have to hide that feature until it can be fixed. Explanation is, that Admins and Managers have to make sure all paperwork is correct before the Agent is allowed to get paid at closing. If Agent can make their own CDA, then Admins would have no way of checking Agents
---
Updating while working on permissions.

Logged in as Agent >>> Dashboard >>> Documents Pending Approval - The number of documents shown in the Dashboard >>> Documents Pending Approval Widget is wrong. Same when you click the link for \"See all documents pending approval\"

COMMUNITY >>> Agents can add Categories but Managers can\'t...should be the other way around. Check also in Settings >>> OPTIONS

Admin >>> When adding a new user, their name gets replaced with Ray Carrano during the users signup process after they set up their account
---
Browser's autocomplete; can not repoduce

PM tasks

Observer должен видеть на дашборде только  Latest Community Discussion а он видит все.
 
Link: https://docs.google.com/spreadsheets/d/1UOkRJsKczmYFZSncJR32udAXSb6vaMX2-mMBHtB6-lQ/edit#gid=1080358002
Link company:
https://thunder.app.betabrokerdox.com/ 
login: JohnObservev@fexbox.org
password: 12345678
 
 

Screen bokkepper's dashboard - https://screencast-o-matic.com/i/c0iiivVgxHD 
Video explanation - https://somup.com/c0QfoyABmk 
 
Doc with permissions - https://docs.google.com/spreadsheets/d/1UOkRJsKczmYFZSncJR32udAXSb6vaMX2-mMBHtB6-lQ/edit#gid=1080358002 
Cell (C33) 
Screen - https://screencast-o-matic.com/i/c0iiiwVgxHr 

Creds:
Company -  https://bestcompany.dev-brokerdox.ourdevapps.com/ 
Email - OFC2@fexbox.org 
Pass - 12345678
 
Video - https://somup.com/c0QFiiA9KV 

Сообщение от Максима:
 
создай задачу на Шамиля чтоб пересмотрел эти пермишины. как мы обговвариваили на звонке убрать наверное add_resource_Category, edit_resource_Category and delete_resource_Category так как они есть выше. Так как Таня будет путатся
 Также смотри скрин в прикрепленных
 
 

https://landing-brokerdox.ourdevapps.com/
нужно протестировать сайт на актуальность 
проверить на следующие вещи 
# *Design Consistency*: Ensure the design matches the provided Figma design files exactly. This includes font style, size, and color, as well as layout, spacing, and alignment of all elements.
# *Image Quality*: Confirm that all images are of a high quality with no pixelation or distortion. The quality should be consistent across all images on the landing page.
# *Image Optimization*: Verify that all images have been optimized for web viewing. They should be in the correct format (typically JPEG or PNG) and be compressed for faster loading times. However, ensure that the compression does not compromise the image quality.
# *Image Relevance*: Check that the images used on the landing page are relevant to the content and the overall theme of the page. They should add value and enhance the user experience.
# *Gutenberg Editor Functionality*: Test the Gutenberg editor in the admin section to make sure it is functioning as expected. This includes adding, editing, and deleting blocks, and checking that all changes are reflected correctly on the live page.
# *Mobile Compatibility*: Conduct tests on various mobile devices and screen sizes to ensure the landing page is fully responsive and mobile-friendly. All elements should adjust and display correctly on smaller screens.

Steps:
# Go to https://unit.dev-brokerdox.ourdevapps.com 
# Login as teamlead (JohnTeamLead3@fexbox.org  11111111)
# Click on the "Notification" tab
# Send message for agents and observer
# Loggin as agent who  doesn't contain in his team
# Observe inbox messages
 
Video - https://somup.com/c01vlzzXr2 
Backend send messages

screen- https://screencast-o-matic.com/i/c01vlXVgDSE 
 
Creds - https://docs.google.com/spreadsheets/d/1qSOEnNdABhPZ72cYa64lLQIyj9DXtp5xXD-s2KYA6A8/edit#gid=0 
 
Backend data: 
https://unit.api.dev-brokerdox.ourdevapps.com/api/v1/messages-count 
{"inbox":0,"outbox":0}
 
 
 
 

https://unit.dev-brokerdox.ourdevapps.com/community 
https://docs.google.com/spreadsheets/d/1qSOEnNdABhPZ72cYa64lLQIyj9DXtp5xXD-s2KYA6A8/edit#gid=0 - doc with creds
 
https://screencast-o-matic.com/i/c01vQrVgDza - screen

Doc with creds - https://docs.google.com/spreadsheets/d/1qSOEnNdABhPZ72cYa64lLQIyj9DXtp5xXD-s2KYA6A8/edit#gid=0 
 
Steps:
 
# Go to https://unit.dev-brokerdox.ourdevapps.com/community 
 
Video - https://somup.com/c01vl2zXql 

на сервере клиента  67.205.182.140 нужно развернуть место под вебсайт который будет переведён с нашего хостинга ( https://landing-brokerdox.ourdevapps.com/ )
обязательно доступы для WP разработчика предоставить
1. WordPress admin credentials
2. FTP credentials
3. PHPMyAdmin credentials
 

Steps:
# Go to https://dev-brokerdox.ourdevapps.com/ 
# Fill in all required fields
# Click on the "I Agree with the Terms and Conditions" checkbox
# Click on the Sign in button
Video - https://screenpal.com/watch/c0132vVB9A2 

https://www.figma.com/proto/NXrRHnQncRg95lHH1BPA3c/Sales-Screens?node-id=173-5328&starting-point-node-id=1%3A2 
используем эту фигму - нужно сделать все страницы
 
landing-brokerdox.ourdevapps.com на эту страницу выложить нужно 
----
https://landing-brokerdox.ourdevapps.com/wp-admin
user: info_gjhbrngh
pass: gFtWVzBAbSKxx6LCoc&CJtws