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

When doing any task in the system, the pages have become very slow when loading.

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"

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

Please check in the database

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

Top NAV SEARCH RESULTS Default Display View is 5 records...please make that 50

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

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

If a User tries to log in and puts the wrong email addres in, they are getting a Server 500 Error....see attached...

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

This email needs to be updated. such an email address does not exist. it should be changed via the database ASAP. 

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

Need to set up SMTP Mail Server in Sales site

Super Admin >>> filter >>> Subscription says BRONZE, SILVER and GOLD...Should be Plan 1 - Plan 2 and Plan 3

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

Need to change out the Web Browser Tab Icon...see screenshot

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 $

Signup New Client from Sales Website >>> Welcome Message containing Code >>> Change wording in email to "If you have any issues, please contact support".

For details check the video starting from 25 min
https://us02web.zoom.us/rec/share/X1ufsJCGfIuE1mhTZiqb-Z1YHQw8MTHo0j_K0LOEpen_ngU276XJcf6rwqbwClBf.YwqlV34NwCBwDVwC
Passcode: *YwP0mZB

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.
 

Timeline email reminders not working. I tested it and my agents aren't getting theirs either

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/

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.

Please recheck this pages for issues on screenshots

On the site page transition too low and page ending is visible 

Please recheck page font size and change it according to figma
in screenshots you see some examples

This problem about all places on the site, not only those indicated in the task

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...

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....

analyze the metrics that need to be monitored, make a list and add them to monitoring

On the CDA's, the info for {My Company City} is reading out as COMPANY NAME...see screen shots

Regular review of system and application logs

Automated deployment for seamless feature integration

Updated server operating systems.

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

please run this command 
php artisan db:seed --class=SubscriptionPlansSeederUpdater

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
 

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

To set up the Stripe ID in the environment

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?

In any Transaction >>> Showing Instructions >>> Add Showing Instructions >>> Should say "Write your showing instructions here..."

OPTIONS >>> MANAGER >>> CLOSED TRANSACTIONS...even though this box is checked, my manager still cannot EDIT Closed Transactions

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!

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.

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

Need deploy and setting automount s3 storage into brokerdox-prod-backend container
Also need rewrite default permisions for getting access to write

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?

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?

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

Agent Joelle Nieves has only 2 Contacts in a Transaction....there should be 4 - see 2 screen shots

Accounting >>> Agent Summary >>> Teams....the Teams columns is not working. Let's just get rid of it, it doesn't need to be there

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

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!

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

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

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.

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

Dashboard >>> Latest Community Discussions....Lets knock this down to 5 posts instead of 6 on the Dashboard...

SETTINGS >>> TRANSACTIONS >>> TRANSACTION TEMPLATES >>> Actions Column....the only option there is to REMOVE, should be able to EDIT the name

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

Screenshots for BRDOX-350 attached

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?

User Jason Pobiak completed the signup process, but his account still says INVITATION SENT

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

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

* 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)

Im getting the 404 Not Found Error on ALL documents in DOCUMENTS PENDING APPROVAL

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

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

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

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

Admin, Manager and Flex Admin missing from Contacts and missing from email popups for emailing CDA's and Documents

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

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

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

The STATE field is still an issue

Consumer Fee set up in Commission Plan is also not being calculated

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 $

Agents NET Commissions are NOT CALCULATING AT ALL...just a $ sign is there. I've randomly checked 5 transactions...

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

Please change the word "Receivers" to "Recipients" in Notifications >>> Sent

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

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.

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

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"

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"

When you SEARCH for a Transaction, the results section there is no column for ACTIONS like there is in the Transaction Tab

You are only off on "Agent Commission/Fees to Company"....See attached Spreadsheet

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

Server 500 Error - Settings >>> My Company >>> Users - Click SEND INVITATIONS >>> SEND REMINDERS

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

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.

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

Edit USER not loading quickly - Settings >>> My Company >>> Users >>> Click on User >>> Click EDIT >>> takes 15-20 seconds to load info

Dashboard >>> Offices >>> Dollar numbers not adding up - All numbers should match for DASHBOARD/OVERVIEW, ACCOUNTING and DASHBOARD/OFFICES...see 3 screenshots

увеличить таймаут до 2 минут (то что мы делали ранее на звонке)

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

Re-sent the Invitations and gor SOME SERVER ERROR

Video - https://somup.com/cZVfi0k035

Manager name and email not showing in Transaction >>> Emails and Contacts in any Role...Same with any Admins that are added to the system

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"

Dashboard >>> Latest Community Discussion - Sorting Order - need to sort newest on top

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.

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

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...

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...

https://premierbrokersinternational.app.brokerdox.com/....raycarrano+brokerdox@gmail.com....Test1234

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!

Emails sent say Brokerdox - PROD....can we change that to BrokerDox

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

Agent Dashboard >>> Overview - For AGENTS ROLE ONLY, change the word AGENTS to AGENT

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.

Fees in OTHER not calculating in Accounting

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

Dashboard >>> Latest Community Discussion - Sorting Order needs to be Newest on top

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

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...

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

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

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

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.

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.

https://premier-brokers-international.app.brokerdox.com/settings...raycarrano@gmail.com...Test1234 >>> Account Owner does not have full access to all sections in SETTINGS

Account Owner does not have access to all functionality in SETTINGS...see screen shot

Hi, Ray! You can start testing production

copy https://www.betabrokerdox.com/ the WP site to 
brokerdox.com and give me admin credentials. 

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.

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. 

"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?

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

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

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

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

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

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

Need to add:
# Progress pop-up
# Succsessful pop-up

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 

When you click USERS in the Left NAV Bar, it takes 5+ seconds to load...

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

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

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

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

Admin >>> Settings >>> My Company >>> Users >>> Checking Users does not seem to do anything...What are the check marks for?

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).

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

Agents Timeline Events not showing in Weekly View...All other Views and Dashboard are fine

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

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.

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.

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

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...

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

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

One of our Agents names is appearing in the CDA...it's not an agent involved in the transaction...Adrian Shala...see screenshot

There's no elements on Agent Dashboard. It's completely blank

When Filters set to ALL, nothing displays

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

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