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Current Phase Tasks

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5 In Progress View more
160 Done View more

KeyNameLabelsDescriptionAttachmentsStatusResolutionCurrent EnvironmentDates
BRDOX-436 MESSAGES
  • Discovery
  • Request_to_team
Agents can't send Messages to ADMINS...should be able to pic...
Agents can't send Messages to ADMINS...should be able to pick ALL ADMINS , MANAGER or Choose Admins individually
-------------------
UPDATE: Please see the link -> https://docs.google.com/spreadsheets/d/1LMiqJ0Uiedhp9MH_JLO0dqtAU-mzxf9akuFMPR7p708/edit?gid=695632687#gid=695632687
Shows the permissions by the role
In Progress Unresolved --
  • CreatedOctober 8, 2024 12:46 AM
  • UpdatedOctober 8, 2024 6:14 PM
BRDOX-435 Transaction Search needs updating
  • Discovery
  • Request_to_team
Transaction Search needs updating. Transactions >>> Deals Su...
Transaction Search needs updating. Transactions >>> Deals Summary search has to have a DATE RANGE, not just LAST 6 MONTHS, LAST MONTH, THIS YEAR
Backlog Unresolved --
  • CreatedOctober 3, 2024 9:31 AM
  • UpdatedOctober 3, 2024 9:31 AM
BRDOX-434 Answer URGENT
  • Discovery
  • Request_to_team
Why am I not getting any answers on my Tickets. the terms of...
Why am I not getting any answers on my Tickets. the terms of our Servicing Agreement are being violated by not answering.
Backlog Unresolved --
  • CreatedSeptember 24, 2024 9:19 AM
  • UpdatedSeptember 24, 2024 9:19 AM
BRDOX-433 URGENT: Adding OTHER Contact to Transaction Error
  • Discovery
  • Request_to_team
URGENT: Any Role (Admin, Agent etc) Adding OTHER Contact to ...
URGENT: Any Role (Admin, Agent etc) Adding OTHER Contact to any Transaction gives an Error...Undefined index: role_id Server response: 500
Backlog Unresolved --
  • CreatedSeptember 16, 2024 9:11 PM
  • UpdatedSeptember 17, 2024 1:54 AM
BRDOX-432 Admin >>> Notifications
  • Discovery
  • Request_to_team
Admin >>> Notifications - I have 11 new Notifications in my ...
Admin >>> Notifications - I have 11 new Notifications in my Inbox, but the Left NAV is not showing the little red dot with 11 displaying
Backlog Unresolved --
  • CreatedSeptember 15, 2024 11:26 AM
  • UpdatedSeptember 15, 2024 11:26 AM
BRDOX-431 Messages don't go to Admins
  • Discovery
  • Request_to_team
When Agents are able to create Messages, the messages go to ...
When Agents are able to create Messages, the messages go to the Agents as they should. But they don't go to Admins or Managers...why not?
Backlog Unresolved --
  • CreatedSeptember 15, 2024 11:16 AM
  • UpdatedSeptember 15, 2024 11:16 AM
BRDOX-430 Super Admin Functions not working
  • Discovery
  • Request_to_team
Super Admin - Trying to extend a Trial Period for a User Kei...
Super Admin - Trying to extend a Trial Period for a User Keith McCallister. Error messages when trying to modify or extend subscription
Backlog Unresolved --
  • CreatedSeptember 12, 2024 1:31 PM
  • UpdatedSeptember 12, 2024 2:01 PM
BRDOX-429 Accounting >>> Agent Summary
  • Discovery
  • Request_to_team
Accounting >>> Agent Summary - TOTALS columns do not match. ...
Accounting >>> Agent Summary - TOTALS columns do not match. Also need to be able to sort by any of the columns. Default "SHOW" should be ALL and choices for display should be 25, 50 and 100. This is an old Ticket that I cannot find anywhere in the system
Backlog Unresolved --
  • CreatedSeptember 11, 2024 4:34 PM
  • UpdatedSeptember 12, 2024 9:29 AM
BRDOX-428 Super admin section: Storage used column showing incorrect information For sone accounts, it does show the correct information, for...
For sone accounts, it does show the correct information, for others not.
please see the screenshot.
Backlog Unresolved --
  • CreatedSeptember 2, 2024 1:10 PM
  • UpdatedSeptember 2, 2024 1:10 PM
BRDOX-427 System Emails Not Working
  • Client_resolved
  • Discovery
Emails are not being sent by the system for Document Disappr...
Emails are not being sent by the system for Document Disapprovals and Timeline Event Reminders
Done Done --
  • CreatedAugust 27, 2024 9:24 AM
  • UpdatedSeptember 15, 2024 11:44 AM
BRDOX-426 Agents can ADD CATEGORIES in COMMUNITY
  • Client_resolved
  • Discovery
Agents can still ADD CATEGORIES in COMMUNITY. Previous Ticke...
Agents can still ADD CATEGORIES in COMMUNITY. Previous Ticket marked Done is not Done
Done Done --
  • CreatedAugust 25, 2024 10:57 AM
  • UpdatedSeptember 15, 2024 11:20 AM
BRDOX-425 Disapproved Document Email NOT being sent from the system
  • Client_resolved
  • Discovery
Disapproved Document Email NOT being sent from the system. S...
Disapproved Document Email NOT being sent from the system. System is supposed to send (and has worked in the past) an email with a note about the disapproved document and the document attached
Done Done All Environments
  • CreatedAugust 23, 2024 3:47 PM
  • UpdatedSeptember 4, 2024 8:47 AM
BRDOX-424 Notification Alert; Backup Failed for host.brokerdox.com.
  • Manager_resolved
Is this for BrokerDox 2.0? ---------- Hello Ray Carrano,...
Is this for BrokerDox 2.0?
----------
Hello Ray Carrano,
The purpose of this email is to inform you that a notification was created for host.brokerdox.com (67.225.240.83). You can view this notification by logging into your account management area at https://my.liquidweb.com/.
Details:
Description: Backup Failed for host.brokerdox.com.
Category: Backup Server
Severity: Warning
If you have any questions or concerns, please contact us at support@liquidweb.com or by calling 1-800-580-4985.
Done Done --
  • CreatedAugust 16, 2024 9:27 AM
  • UpdatedAugust 21, 2024 11:03 PM
BRDOX-423 Resources Section
  • Client_resolved
  • Discovery
The # of documents appearing in ( # ) for each section is in...
The # of documents appearing in ( # ) for each section is incorrect. Please fix and lets make 15 Docs visible before you have to click on VIEW ALL DOCUMENTS...right now it's set at 5 but some sections display more than 5 and some don't
Done Done --
  • CreatedAugust 15, 2024 10:46 AM
  • UpdatedAugust 23, 2024 11:58 AM
BRDOX-422 update SSL certificates on beta brokerdox (*.api.betabrokerdox.com, *.App.betabrokerdox.com ) To secure your site, extract the files from STAR.betabrokerd...
To secure your site, extract the files from STAR.betabrokerdox.com_cert.zip and STAR.betabrokerdox.com_key.zip on your computer and upload them to your server. Here is a list of the most common server types and how to install SSL on them.
If you created a CSR and private key in-browser during SSL activation, you will find key.zip in your downloads folder.
For a CSR that was created directly on your hosting server, the private key is already on your server, so you only need to upload cert.zip
 
-----------
 
To secure your site, extract the files from STAR.api.betabrokerdox.com_cert.zip and STAR.api.betabrokerdox.com_key.zip on your computer and upload them to your server. Here is a list of the most common server types and how to install SSL on them.
If you created a CSR and private key in-browser during SSL activation, you will find key.zip in your downloads folder.
For a CSR that was created directly on your hosting server, the private key is already on your server, so you only need to upload cert.zip
Done Done --
  • CreatedJune 26, 2024 2:32 PM
  • UpdatedJune 27, 2024 7:55 AM
BRDOX-421 Response Time Very Slow + Profile picture cropping + Profile picture update (auto + manual)
  • Client_resolved
  • Discovery
  • enhancement
When doing any task in the system, the pages have become ver...
When doing any task in the system, the pages have become very slow when loading.
----
tasks:
1. reduce profile pictures ( automated way / reduce the picture )
2. add query caching for other requests (go over the optimization carefully)
Done Done --
  • CreatedJune 18, 2024 9:08 AM
  • UpdatedSeptember 15, 2024 11:45 AM
BRDOX-420 CDA Wording Change
  • Client_resolved
  • Discovery
I'd like to change the wording on the CDA where it says in R...
I'd like to change the wording on the CDA where it says in RED... "Please make check payable to" (See screenshot) and change the words to "Please make payment to"
Done Done --
  • CreatedJune 6, 2024 3:42 PM
  • UpdatedAugust 23, 2024 3:50 PM
BRDOX-419 Estimate: Notifications >> Replies
  • Discovery
  • Request_to_team
I need an estimate for when Agents (or whomever) reply's to ...
I need an estimate for when Agents (or whomever) reply's to a Community Note or a Notification Sent, that I can reply to that comment...See 2 screen shots
Done Done --
  • CreatedJune 4, 2024 2:59 PM
  • UpdatedSeptember 15, 2024 11:28 AM
BRDOX-418 There is the company (LoKation Real Estate) which doesn't appear on the superadmin page
Please check in the database
Ready for QA Unresolved --
  • CreatedMay 24, 2024 1:32 AM
  • UpdatedAugust 23, 2024 9:55 AM
BRDOX-417 Admin >>> Notifications >>> SENT
  • Client_resolved
  • Discovery
Admin >>> Notifications >>> Sent displays only 10 records......
Admin >>> Notifications >>> Sent displays only 10 records...when you click next, it doesn't display the next 10...it displays an empty Inbox....see 2 screen shots
Done Done --
  • CreatedMay 21, 2024 8:08 PM
  • UpdatedSeptember 15, 2024 11:25 AM
BRDOX-416 SEARCH RESULTS Default Display
  • Client_resolved
  • Discovery
Top NAV SEARCH RESULTS Default Display View is 5 records...p...
Top NAV SEARCH RESULTS Default Display View is 5 records...please make that 50
Done Done --
  • CreatedMay 14, 2024 7:40 AM
  • UpdatedAugust 23, 2024 3:35 PM
BRDOX-415 Coupon Not Working
  • Discovery
Demo Account: https://brokerdox-real-estate.app.brokerdox.co...
Demo Account: https://brokerdox-real-estate.app.brokerdox.com/account/login - User = brokerdox+michaelscott@gmail.com Pass = Test1234....Coupon not working. This company also is not showing in the Super Admin....3 screen shots
Done Done --
  • CreatedApril 19, 2024 1:48 PM
  • UpdatedJune 9, 2024 8:10 AM
BRDOX-414 email@brokerdox.com is not a working email
  • Client_resolved
  • Discovery
email@brokerdox.com is not a working email...see 2 screen sh...
email@brokerdox.com is not a working email...see 2 screen shots...where is that? on the Sales site? Anywhere it is, we need to get rid of it...use info@brokerdox.com or brokerdox@gmail.com
Done Done --
  • CreatedApril 12, 2024 9:57 AM
  • UpdatedSeptember 15, 2024 11:20 AM
BRDOX-413 Server 500 Error when logging in
  • Client_resolved
  • Discovery
If a User tries to log in and puts the wrong email addres in...
If a User tries to log in and puts the wrong email addres in, they are getting a Server 500 Error....see attached...
Done Done --
  • CreatedApril 10, 2024 8:34 AM
  • UpdatedApril 11, 2024 12:56 PM
BRDOX-412 Disapproved Documents email incorrect
  • Client_resolved
  • Discovery
When documents are disapproved and emailed to the agent, the...
When documents are disapproved and emailed to the agent, the email is coming from "info@brokerdox.com" instead of the actual Admin that disapproved the document. So if the agent replies to the email, the email reply goes to info@brokerdox.com
Done Done --
  • CreatedApril 9, 2024 11:02 PM
  • UpdatedAugust 27, 2024 1:51 PM
BRDOX-411 change the admin email in the WordPress - phpmyadmin needed This email needs to be updated. such an email address does n...
This email needs to be updated. such an email address does not exist. it should be changed via the database ASAP. 
Backlog Unresolved --
  • CreatedApril 9, 2024 10:53 AM
  • UpdatedApril 9, 2024 10:54 AM
BRDOX-410 Community: AGENTS can Edit Category Names
  • Client_resolved
  • Discovery
Agents should not be able to edit Community Category Names.....
Agents should not be able to edit Community Category Names...ie: the pencil next to Broker FAQ's" should not be there for Agents and Managers...just Admins should have access to that
Done Done --
  • CreatedApril 8, 2024 1:09 PM
  • UpdatedSeptember 15, 2024 11:21 AM
BRDOX-409 Setting up SMTP Mail Server
  • Client_resolved
  • Discovery
Need to set up SMTP Mail Server in Sales site
Done Done --
  • CreatedApril 5, 2024 10:40 AM
  • UpdatedApril 7, 2024 11:44 AM
BRDOX-408 Super Admin
  • Client_resolved
  • Discovery
Super Admin >>> filter >>> Subscription says BRONZE, SILVER ...
Super Admin >>> filter >>> Subscription says BRONZE, SILVER and GOLD...Should be Plan 1 - Plan 2 and Plan 3
Done Done All Environments
  • CreatedApril 4, 2024 4:46 PM
  • UpdatedSeptember 15, 2024 11:27 AM
BRDOX-407 Super Admin
  • Client_resolved
  • Discovery
There are 8 Subscribers, but the ACTIVE SUBSCRIBERS says 12 ...
There are 8 Subscribers, but the ACTIVE SUBSCRIBERS says 12 Subscribers...The Overview Filter needs a better look...Can there be links under SUBSCRIBERS on the LEFT NAV BAR that would be quick links to ALL, ACTIVE, TRIAL and SUSPENDED? The Default View would be ALL
Done Done All Environments
  • CreatedApril 4, 2024 4:44 PM
  • UpdatedSeptember 15, 2024 11:23 AM
BRDOX-406 Change Icon & Website title
  • Client_resolved
  • Discovery
Need to change out the Web Browser Tab Icon...see screenshot
Done Done --
  • CreatedApril 4, 2024 1:37 PM
  • UpdatedApril 8, 2024 9:15 AM
BRDOX-405 Estimate: Accounting >>> Agent Summary >>> # per page
  • Discovery
  • Request_to_team
  • enhancement
Accounting >>> Agent Summary >>> # per page - (1) Please put...
Accounting >>> Agent Summary >>> # per page - (1) Please put an option for "ALL" when showing # PER PAGE and make the default "ALL"...(2) Also, there is no way to SORT the columns...the order of the list seems completely random...Would like ability to sort by: Name - Office - Volume $ - Agent $ - Company $

Default = 100; Add option = ALL; 
The total should be moved over one column (see screenshot)
Backlog Unresolved --
  • CreatedApril 4, 2024 1:06 PM
  • UpdatedSeptember 16, 2024 1:32 PM
BRDOX-404 Signup New Client Welcome Message with Code
  • Client_resolved
  • Discovery
  • enhancement
Signup New Client from Sales Website >>> Welcome Message con...
Signup New Client from Sales Website >>> Welcome Message containing Code >>> Change wording in email to "If you have any issues, please contact support".
Done Done --
  • CreatedApril 4, 2024 1:02 PM
  • UpdatedApril 7, 2024 11:44 AM
BRDOX-403 Create coupon funtionallity For details check the video starting from 25 min [https://u... Done Done --
  • CreatedApril 2, 2024 3:54 AM
  • UpdatedAugust 23, 2024 9:58 AM
BRDOX-402 Coupon Code for Payment Plans
  • Client_resolved
Done Done --
  • CreatedApril 1, 2024 12:43 PM
  • UpdatedApril 11, 2024 12:57 PM
BRDOX-401 create an invite code - Revised Summary and Detailed Scope of Work for BrokerDox h3. Revised Summary and Detailed Scope of Work for BrokerDox...
h3. Revised Summary and Detailed Scope of Work for BrokerDox
*Objective:* To enhance the registration process for BrokerDox by introducing an invitation-only system. This system will utilize automated email invitations with unique codes for access to the Laravel application.
*Scope of Work:*
# *WordPress Website (www.brokerDox.com):*
*
** Upon submission of the contact form on the WordPress site, the user will be automatically sent an email. This email will contain a unique invitation code, essential for registering on the app.brokerDox.com platform.
** The invitation code must be automatically generated in a way that ensures it is unique and can only be used for a single registration to maintain exclusivity and security.
** The process will initiate an API call to the Laravel application hosted on app.brokerDox.com, signaling that a new user has submitted their information and an invitation code has been dispatched.
# *Laravel Application (app.brokerDox.com):*
*
** Upon receiving the API call from the WordPress website, the Laravel application will trigger an automated email process. This process will generate and dispatch an email containing the invitation code to the specified user's email address.
** It is critical to ensure that registration on the Laravel application is gated and requires the input of the received invitation code for access. This measure is to uphold the integrity of an invitation-only registration process.
# *Integration and Process Flow:*
*
** The integration between the WordPress website and the Laravel application is pivotal. It ensures a seamless transfer of user information and the automated generation and dispatch of the invitation code via email.
** This integration will rely on a secure API call from the WordPress site to the Laravel application, triggering the necessary actions for email generation and code dispatch.
*Conclusion:* This proposed system aims to create a streamlined, secure, and exclusive registration process for BrokerDox users. By implementing an invitation-only system with unique codes, BrokerDox can enhance user engagement and ensure a controlled user intake on the platform.
This approach not only enhances the security and exclusivity of the BrokerDox community but also aligns with modern practices in application access management. Implementing this system could significantly benefit user experience and platform security, making it a valuable addition to the BrokerDox ecosystem.
 
---------------
h3. Revised Behavior of the Registration Form  - https://app.brokerdox.com/  
The registration form on the application is designed to streamline the user's experience by auto-populating certain fields upon entry of the invitation code. Once the user inputs their invitation code, fields such as email address, name, phone number, and company information will be automatically filled based on the data previously stored in the backend.
Users will have the flexibility to update any of the auto-populated information to ensure accuracy and current relevance; however, the email address associated with the invitation code will remain locked for edits at this stage to maintain the integrity of the registration process and ensure that the invitation code is matched to the correct user profile.
 
Selected for Development Unresolved --
  • CreatedMarch 27, 2024 12:50 AM
  • UpdatedApril 4, 2024 2:45 PM
BRDOX-400 Timeline email reminders not working
  • Discovery
  • Request_to_team
Timeline email reminders not working. I tested it and my age...
Timeline email reminders not working. I tested it and my agents aren't getting theirs either
Done Done All Environments
  • CreatedMarch 22, 2024 9:11 AM
  • UpdatedSeptember 15, 2024 11:21 AM
BRDOX-399 URGENT - BrokerDox Super Admin
  • Client_resolved
  • Discovery
URGENT - There are 4 ACTIVE sites. Please make sure these do...
URGENT - There are 4 ACTIVE sites. Please make sure these don't get deleted: (1) miabrownrealty.app.brokerdox.com (this is also the only active site not found on Super Admin) (2) https://premier-tcp.app.brokerdox.com/ (3) https://premierbrokersinternational.app.brokerdox.com/ (4) https://singer-island-realty.app.brokerdox.com/
Done Done --
  • CreatedMarch 15, 2024 9:12 AM
  • UpdatedApril 4, 2024 12:50 PM
BRDOX-398 User upload error
  • Client_resolved
  • Discovery
When a New User creates their account and tries to upload do...
When a New User creates their account and tries to upload documents, there is an error that says Forbidden...I've had this complaint several times from different agents from different companies.
Done Done --
  • CreatedMarch 12, 2024 8:15 PM
  • UpdatedApril 9, 2024 9:34 AM
BRDOX-397 Bugs
Backlog Unresolved --
  • CreatedMarch 12, 2024 8:05 AM
  • UpdatedMarch 12, 2024 8:08 AM
BRDOX-396 Change the arrows according to designs
Backlog Unresolved --
  • CreatedMarch 12, 2024 3:10 AM
  • UpdatedMarch 12, 2024 8:07 AM
BRDOX-395 Text doesn't displayed fully
Backlog Unresolved --
  • CreatedMarch 12, 2024 3:09 AM
  • UpdatedMarch 12, 2024 8:07 AM
BRDOX-394 Layout breaks on the Prices, Features, Customization, About page
Please recheck this pages for issues on screenshots
Backlog Unresolved --
  • CreatedMarch 12, 2024 3:03 AM
  • UpdatedMarch 12, 2024 8:07 AM
BRDOX-393 Give It a Try section is too small
Backlog Unresolved --
  • CreatedMarch 12, 2024 2:56 AM
  • UpdatedMarch 12, 2024 8:07 AM
BRDOX-392 Feedback section not the same as on design, page breaks
Backlog Unresolved --
  • CreatedMarch 12, 2024 2:55 AM
  • UpdatedMarch 12, 2024 8:06 AM
BRDOX-391 Page transtition should be higher according to design On the site page transition too low and page ending is visib...
On the site page transition too low and page ending is visible 
Backlog Unresolved --
  • CreatedMarch 12, 2024 2:53 AM
  • UpdatedMarch 12, 2024 8:06 AM
BRDOX-390 The text is smaller according to design Please recheck page font size and change it according to fig...
Please recheck page font size and change it according to figma
in screenshots you see some examples
Backlog Unresolved --
  • CreatedMarch 12, 2024 2:41 AM
  • UpdatedMarch 12, 2024 8:06 AM
BRDOX-389 Low quality page transitions, also it not the same as in figma design This problem about all places on the site, not only those in...
This problem about all places on the site, not only those indicated in the task
Backlog Unresolved --
  • CreatedMarch 12, 2024 2:38 AM
  • UpdatedMarch 12, 2024 8:06 AM
BRDOX-388 SUPER ADMIN Issue - Company missing from Super Admin Panel
  • Client_resolved
  • Discovery
A company I signed up is missing from the Super Admin Dashbo...
A company I signed up is missing from the Super Admin Dashboard...>>> miabrownrealty.app.brokerdox.com - the site used to be there, I've seen it and logged in with the User on the phone....the site exists and she is using it, I just can't see it in the Super Admin panel anymore >>> It is not the same as mia-brown-realty.app.brokerdox.com which I see in the Admin Panel. That was the first company she set up, but something went wrong and we created another company...
Done Done --
  • CreatedMarch 6, 2024 4:08 PM
  • UpdatedApril 4, 2024 12:51 PM
BRDOX-386 URGENT - cannot add credit card
  • Client_resolved
  • Discovery
URGENT......https://singer-island-realty.app.brokerdox.com/s...
URGENT......https://singer-island-realty.app.brokerdox.com/settings/billing/payments...Can't add the credit card. nothing happens when I press UPDATE INFO AND CLOSE...I took the credit card # out of the screen shot....
Done Done --
  • CreatedMarch 4, 2024 12:15 PM
  • UpdatedApril 4, 2024 9:23 AM
BRDOX-385 Brokerdox monitoring analyze the metrics that need to be monitored, make a list a...
analyze the metrics that need to be monitored, make a list and add them to the monitoring
* *Check system performance metrics*
* *Monitor disk space usage*
* *Review server logs*
* *Track CPU and memory usage*
* *Monitor network traffic*
* *Verify backups are running*
* *Check for security vulnerabilities*
* *Monitor application performance*
* *Verify uptime and availability*
* *Respond to alerts and incidents*
Backlog Unresolved --
  • CreatedFebruary 29, 2024 6:15 AM
  • UpdatedAugust 15, 2024 1:57 PM
BRDOX-383 CDA - City wrong
  • Client_resolved
  • Discovery
On the CDA's, the info for {My Company City} is reading out ...
On the CDA's, the info for {My Company City} is reading out as COMPANY NAME...see screen shots
Done Done --
  • CreatedFebruary 22, 2024 11:06 AM
  • UpdatedFebruary 26, 2024 2:09 PM
BRDOX-382 Log Reviews
Regular review of system and application logs
Backlog Unresolved --
  • CreatedFebruary 21, 2024 1:53 PM
  • UpdatedApril 4, 2024 3:20 PM
BRDOX-381 CI/CD Implementation
Automated deployment for seamless feature integration
Backlog Unresolved --
  • CreatedFebruary 21, 2024 1:50 PM
  • UpdatedApril 4, 2024 3:23 PM
BRDOX-380 Weekly server OS updates & CI/CD updates Updated server operating systems. --- * *Verify successfu...
Updated server operating systems.
---
* *Verify successful installation of updates*
* *Reboot the server if required by updates*
* *Test critical services after the update*
* *Check for any deprecated or incompatible packages*
* *Review and update OS-specific configurations*
* *Validate custom scripts and automation tools post-update*
* *Review and update firewall rules if affected by the update*
* *Ensure compatibility with third-party software*
* *Document the update process and any issues encountered*
* *Rollback the update if critical issues are found***
Backlog Unresolved --
  • CreatedFebruary 21, 2024 1:49 PM
  • UpdatedAugust 15, 2024 2:01 PM
BRDOX-379 BrokerDox ADMIN issue
  • Client_resolved
  • Discovery
  • enhancement
[https://app.brokerdox.com/admin/subscribers]...>>> OVERVIEW...
https://app.brokerdox.com/admin/subscribers...>>> OVERVIEW >>> Can't see all the SUBSCRIBERS and SEACRH returns a 500 Error...Calendar is not showing right...prob more than 50 companies so there's no NEXT PAGE at bottom...Also need a DELETE function for all those Test companies
Done Done --
  • CreatedFebruary 20, 2024 5:01 PM
  • UpdatedApril 4, 2024 2:38 PM
BRDOX-378 Update plan description please run this command  php artisan db:seed --class=Subs...
please run this command 
php artisan db:seed --class=SubscriptionPlansSeederUpdater
Done Done --
  • CreatedFebruary 19, 2024 9:15 AM
  • UpdatedFebruary 19, 2024 9:57 AM
BRDOX-377 small tasks
Backlog Unresolved --
  • CreatedFebruary 18, 2024 1:24 AM
  • UpdatedSeptember 9, 2024 1:33 AM
BRDOX-376 The users fuctionality is broken on PROD From the client: Hey Max. Got the top error when I went to ...
From the client:
Hey Max. Got the top error when I went to USERS. Bottom screenshot shows there are no ROLES for me to choose like Agent, Admin etc
 
Done Done --
  • CreatedFebruary 16, 2024 9:53 AM
  • UpdatedApril 2, 2024 2:05 AM
BRDOX-375 Set up admin on brokerdox (prod) налаштувати адмінку, щоб адміну було видно всіх підписників,...
налаштувати адмінку, щоб адміну було видно всіх підписників, також адмін повинен мати змогу залогуватися ав будь-яку компанію як "Account owner"
https://app.brokerdox.com/admin/login
Done Done --
  • CreatedFebruary 16, 2024 3:22 AM
  • UpdatedAugust 23, 2024 9:55 AM
BRDOX-374 To set up the Stripe ID in the environment
To set up the Stripe ID in the environment
Backlog Unresolved --
  • CreatedFebruary 14, 2024 9:32 AM
  • UpdatedFebruary 14, 2024 9:32 AM
BRDOX-373 Agent Signup Incomplete
  • Client_resolved
  • Discovery
Agent Xiaodan Lin was able to bypass signup and create a tra...
Agent Xiaodan Lin was able to bypass signup and create a transaction. I completed her profile, but here status still says INVITE SENT. Soes she need to start over again and delete the transaction?
Done Done --
  • CreatedFebruary 9, 2024 3:41 PM
  • UpdatedFebruary 27, 2024 11:09 PM
BRDOX-372 Spelling
  • Client_resolved
  • Discovery
In any Transaction >>> Showing Instructions >>> Add Showing ...
In any Transaction >>> Showing Instructions >>> Add Showing Instructions >>> Should say "Write your showing instructions here..."
Done Done --
  • CreatedFebruary 9, 2024 3:21 PM
  • UpdatedApril 4, 2024 2:41 PM
BRDOX-371 OPTIONS >>> MANAGER >>> CLOSED TRANSACTIONS
  • Client_resolved
  • Discovery
OPTIONS >>> MANAGER >>> CLOSED TRANSACTIONS...even though th...
OPTIONS >>> MANAGER >>> CLOSED TRANSACTIONS...even though this box is checked, my manager still cannot EDIT Closed Transactions
Done Done --
  • CreatedFebruary 9, 2024 3:19 PM
  • UpdatedFebruary 22, 2024 6:27 AM
BRDOX-370 User Document and CDA Error
  • Client_resolved
  • Discovery
For User ROBB SMITH and Transaction Address 5800 Fernley Dr ...
For User ROBB SMITH and Transaction Address 5800 Fernley Dr #8, west palm beach, FL 33415....there are 11 Documents in the Transaction....Only 5 are visible and I manually uploaded one of them. Additionally, I added an UNLISTED DOCUMENT and that is also not visible...URGENT, thanks!
Done Done --
  • CreatedFebruary 9, 2024 2:39 PM
  • UpdatedFebruary 22, 2024 6:21 AM
BRDOX-369 BrokerDox server Performance Monitoring Ongoing monitoring of system performance. Below is the list ...
Ongoing monitoring of system performance. Below is the list of typical items that includes in the regular server monitoring:
* Perform regular system updates to maintain the currency of all packages.
* Check the installation status of Docker and install if absent.
* Regularly pull the latest Nginx image from Docker Hub to keep the server up to date.
* Ensure the Docker container running Nginx is correctly configured and ports are appropriately mapped.
* Review and adjust Nginx configurations to serve web content accurately, with the right server block settings.
* Monitor and refine security configurations within Nginx, including SSL implementations for secure connections.
* Optimize Nginx's performance by tuning worker processes and connections to align with server specifications.
* Verify volume mappings for data persistence to safeguard against data loss during container restarts or removals.
* Continuously monitor Docker container performance, resource utilization, and make necessary adjustments.
* Regularly review Nginx access and error logs for anomalies, potential issues, or security incidents.
* Maintain a strict backup regimen for the Docker container's state and the web content hosted by Nginx.
* Keep comprehensive documentation of the deployment processes, configuration settings, and maintenance procedures.
* Ensure the Nginx server is operating efficiently with optimal performance, secure communication, and reliable data storage.
Backlog Unresolved --
  • CreatedFebruary 9, 2024 2:14 PM
  • UpdatedFebruary 9, 2024 2:14 PM
BRDOX-368 Deploy backup script on the PROD server The script should ensure that the project images, database, ...
The script should ensure that the project images, database, and nginx settings are copied with proxying.
Running every day at night, for the least load on containers and traffic
Backlog Unresolved --
  • CreatedFebruary 9, 2024 1:08 PM
  • UpdatedApril 4, 2024 2:22 PM
BRDOX-367 Deployment s3 storage on the PROD server Need deploy and setting automount s3 storage into brokerdox-...
Need deploy and setting automount s3 storage into brokerdox-prod-backend container
Also need rewrite default permisions for getting access to write
Backlog Unresolved --
  • CreatedFebruary 9, 2024 1:05 PM
  • UpdatedFebruary 9, 2024 1:12 PM
BRDOX-366 Contact Issue
  • Discovery
  • Manager_resolved
If you create a Contact under ROLE >>> OTHER and enter a ROL...
If you create a Contact under ROLE >>> OTHER and enter a ROLE NAME and then click Save...if you click EDIT for the Contact and open it up again, the ROLE and ROLE NAME are missing. Shouldn't they be there?
Done Done --
  • CreatedFebruary 6, 2024 2:30 AM
  • UpdatedAugust 15, 2024 2:40 PM
BRDOX-365 BrokerDox.com
  • Client_resolved
  • Discovery
The landing page for BrokerDox.com is the Laravel main page....
The landing page for BrokerDox.com is the Laravel main page...can we put something else there? or forward to a login page for now?
Done Done --
  • CreatedFebruary 5, 2024 6:36 PM
  • UpdatedMarch 23, 2024 11:53 PM
BRDOX-364 Subscription pricing
  • Client_resolved
  • Discovery
Are we ready to go live with credit cards and pricing plans?...
Are we ready to go live with credit cards and pricing plans? Also, I want to run the pricing by Max (see 2 screen shots) and add to the wording we have in the plans. Once they run out of storage with their plan, there is no provision for additional storage
Done Done --
  • CreatedFebruary 5, 2024 9:12 AM
  • UpdatedFebruary 26, 2024 9:48 AM
BRDOX-363 Agent has 2 contacts
  • Client_resolved
  • Discovery
Agent Joelle Nieves has only 2 Contacts in a Transaction.......
Agent Joelle Nieves has only 2 Contacts in a Transaction....there should be 4 - see 2 screen shots
Done Done --
  • CreatedJanuary 31, 2024 11:21 AM
  • UpdatedMarch 23, 2024 11:53 PM
BRDOX-362 Accounting >>> Agent Summary >>> Teams
  • Client_resolved
  • Discovery
Accounting >>> Agent Summary >>> Teams....the Teams columns ...
Accounting >>> Agent Summary >>> Teams....the Teams columns is not working. Let's just get rid of it, it doesn't need to be there
Done Done --
  • CreatedJanuary 27, 2024 7:17 PM
  • UpdatedApril 4, 2024 2:37 PM
BRDOX-361 Agent Last Name is their EMAIL
  • Client_resolved
  • Discovery
Agent Last Name is their EMAIL...this happened to Jonathan F...
Agent Last Name is their EMAIL...this happened to Jonathan Frank as well...the last name is correct in their profile, but is coming up as their email in the CDA and the CDA dialogue box
Done Done --
  • CreatedJanuary 27, 2024 7:16 PM
  • UpdatedApril 4, 2024 2:28 PM
BRDOX-360 Email layout issue
  • Client_resolved
  • Discovery
See attached screenshot...please move the entire MLS# to the...
See attached screenshot...please move the entire MLS# to the next row. It always has the first couple of letters/digits on one row and then continues on the next row. Please do a line break for the MLS# thanks!
Done Done --
  • CreatedJanuary 26, 2024 9:04 AM
  • UpdatedApril 4, 2024 12:53 PM
BRDOX-359 Manager Permissions Issues
  • Client_resolved
  • Discovery
Issue #1...Manager CAN put transactions in CLOSED Status, wh...
Issue #1...Manager CAN put transactions in CLOSED Status, which is correct. But they CANNOT Edit Closed Transaction COMMISSIONS and TRANSACTION DETAILS after the transaction is closed, even though Permissions >>> Add/Edit >>> Closed Transactions is CHECKED to allow that...Issue #2 - Manager has access to DOCUMENT REVIEW which is correct, but within each transaction, there should be the Thumbs Up/Down like Admins...but that's not there...see screen shots from MANAGER and ADMIN accounts
Done Done --
  • CreatedJanuary 25, 2024 5:40 PM
  • UpdatedFebruary 22, 2024 6:22 AM
BRDOX-358 Timeline Events Default View
  • Client_resolved
  • Discovery
Can you set the Left Nav TIMELINES >>> Timeline Events >>> F...
Can you set the Left Nav TIMELINES >>> Timeline Events >>> Filter and View Defaults to the following: (1) SHOW = ALL EVENTS (2) FOR = ALL (3) DISPLAY = MONTH (4) CURRENT MONTH...do for all Roles please, thanks! see screenshot for desired view and flters
Done Done --
  • CreatedJanuary 24, 2024 8:27 PM
  • UpdatedApril 4, 2024 2:42 PM
BRDOX-357 Estimate: Adding photos to transactions
  • Client_resolved
  • Discovery
  • enhancement
In each Transaction, I would like to add a PROPERTY PHOTOS T...
In each Transaction, I would like to add a PROPERTY PHOTOS Tab just above the TRANSACTION LOG Tab. The area to the right would have an option to add photos one at a time or in bulk. Thumbnails the size of the STATUS button maybe 3-5 per row (whatever will fit) would be good. They can click on a photo to see the full size or a bigger size that fits within the same area...popup would be best. There would be a Primary photo chosen (maybe uploaded separately) that would be displayed to the left of the Property Address, MLS#, etc. info on the top of the Transaction screen. Photo should be sized the same as the STATUS button on the right side of the Transaction screen. Need options to upload more photos, replace a photo, delete a photo or multiple photos.
Done Done --
  • CreatedJanuary 24, 2024 7:28 PM
  • UpdatedSeptember 15, 2024 11:28 AM
BRDOX-356 Agent Account Issue
  • Client_resolved
  • Discovery
1 Agent Xiaodan Lin signed up, but didn't complete her signu...
1 Agent Xiaodan Lin signed up, but didn't complete her signup process the right way. She didn't fill in any info yet she was able to get into the system and create a transaction. See screenshots. Have to fix this...she's not the first one to do this. I was able to delete previous users and invite them again, but this agent created a transaction so I could'nt delete...which is the way it's supposed to wqork...but we need to get this fixed....I believe if you use the BACK button or something unusual during the signup process you will be able to replicate it
Done Done --
  • CreatedJanuary 24, 2024 1:56 PM
  • UpdatedFebruary 22, 2024 6:23 AM
BRDOX-355 Dashboard >>> Latest Community Discussions
  • Client_resolved
  • Discovery
Dashboard >>> Latest Community Discussions....Lets knock thi...
Dashboard >>> Latest Community Discussions....Lets knock this down to 5 posts instead of 6 on the Dashboard...
Done Done --
  • CreatedJanuary 23, 2024 1:16 PM
  • UpdatedApril 4, 2024 12:54 PM
BRDOX-353 Renaming Items in Transaction Templates
  • Client_resolved
  • Discovery
  • enhancement
SETTINGS >>> TRANSACTIONS >>> TRANSACTION TEMPLATES >>> Acti...
SETTINGS >>> TRANSACTIONS >>> TRANSACTION TEMPLATES >>> Actions Column....the only option there is to REMOVE, should be able to EDIT the name
Done Done --
  • CreatedJanuary 23, 2024 1:03 PM
  • UpdatedApril 5, 2024 9:35 AM
BRDOX-352 Renaming stuff in Settings >>> Transactions
  • Client_resolved
  • Discovery
Renaming stuff in Settings >>> Transactions >>> Transaction ...
Renaming stuff in Settings >>> Transactions >>> Transaction Templates >>> Actions Column - the only option under the Actions column in TRANSACTION TEMPLATES and PROPERTY TYPES is "Remove"...is there a reason we can't EDIT the name of the item? That's currently an available option in the same section Settings >>> Transactions >>> TRANSACTION STATUSES
Done Done --
  • CreatedJanuary 22, 2024 8:52 AM
  • UpdatedApril 11, 2024 1:00 PM
BRDOX-351 Screenshots for BRDOX-350
  • Client_resolved
  • Discovery
Screenshots for BRDOX-350 attached
Done Done --
  • CreatedJanuary 22, 2024 8:42 AM
  • UpdatedFebruary 9, 2024 3:15 PM
BRDOX-350 Dashboard >>> Offices >>> New Transactions #
  • Client_resolved
  • Discovery
Dashboard >>> Offices >>> New Transactions # - Not sure wher...
Dashboard >>> Offices >>> New Transactions # - Not sure where this number is coming from? It says 196, but Red # on Left Nav says 32 and it's not coming from total number of transactions...Does it include Rentals?
Done Done --
  • CreatedJanuary 22, 2024 8:42 AM
  • UpdatedFebruary 22, 2024 6:24 AM
BRDOX-349 User signed up, Invite still pending
  • Client_resolved
  • Discovery
User Jason Pobiak completed the signup process, but his acco...
User Jason Pobiak completed the signup process, but his account still says INVITATION SENT
Done Done --
  • CreatedJanuary 19, 2024 11:29 AM
  • UpdatedFebruary 22, 2024 6:24 AM
BRDOX-348 Dropdown Agent Search/Filter
  • Client_resolved
  • Discovery
  • enhancement
The type of Dropdown Agent Search/Filter that is already in ...
The type of Dropdown Agent Search/Filter that is already in ACCOUNTING >>> TRANSACTIONS BY AGENT is what should be in USERS, Create New Transaction and SETTINGS >>> MY COMPANY >>> USERS. With a lot of Agents its difficult to search thru so many...see 4 screenshots
Done Done --
  • CreatedJanuary 18, 2024 10:17 AM
  • UpdatedApril 4, 2024 12:54 PM
BRDOX-347 Accounting >>> Agent Summary
  • Client_resolved
  • Discovery
Accounting >>> Agent Summary - This section is supposed to t...
Accounting >>> Agent Summary - This section is supposed to total transactions for each agent combining all their sales, rentals and other transactions. So in the screenshot, BETH PALACIO LLC has 2 transactions on 2 separate lines. There should be only 1 line for Beth with the totals in each column
Done Done --
  • CreatedJanuary 18, 2024 10:11 AM
  • UpdatedFebruary 27, 2024 8:37 AM
BRDOX-346 Improvement Commisions edit; Default to agent commision split, set to one agent
  • Client_resolved
* Modify the UI of the commission section. Upon pressing the...
* Modify the UI of the commission section. Upon pressing the 'Edit' button, ensure the user is presented with an option to split the commission.
* The dropdown menu for selecting the number of agents involved in the commission split should default to 1, and this should be selected by default upon entry into the edit mode.
* The 1 is the default value in the drop-down.
The "commision Distribution" should be visible all the time. (see picture)
Done Done --
  • CreatedJanuary 17, 2024 10:36 PM
  • UpdatedJanuary 19, 2024 12:39 PM
BRDOX-345 404 Not Found
  • Client_resolved
  • Discovery
Im getting the 404 Not Found Error on ALL documents in DOCUM...
Im getting the 404 Not Found Error on ALL documents in DOCUMENTS PENDING APPROVAL
Done Done --
  • CreatedJanuary 17, 2024 12:07 PM
  • UpdatedJanuary 17, 2024 6:44 PM
BRDOX-344 ASSIGN TO User during "Create New Transaction"
  • Client_resolved
  • Discovery
  • enhancement
For ADMINS, MANAGERS etc...ASSIGN TO User Field during "Crea...
For ADMINS, MANAGERS etc...ASSIGN TO User Field during "Create New Transaction" - need to be able to start typing to locate the User. Right now, I scroll thru 200+ agents to Assign a transaction to an agent
Done Done --
  • CreatedJanuary 17, 2024 7:19 AM
  • UpdatedApril 4, 2024 12:55 PM
BRDOX-343 I found the Commission Issue
  • Client_resolved
  • Discovery
When there is NO AGENT SPLIT, Broker Commissions are being c...
When there is NO AGENT SPLIT, Broker Commissions are being calculated by COMMISSION PLAN...when there's another agent involved and an AGENT COMMISSION SPLIT, the calculations are done as CALCULATIONS BY AGENT...see 4 screen shots...I think we need to put the BROKER DISTRIBUTION fields from the COMMISSION SPLIT screen and calculations into the calculations where there is only the primary agent
Done Done --
  • CreatedJanuary 16, 2024 10:02 PM
  • UpdatedMarch 23, 2024 11:53 PM
BRDOX-342 Closed Docs Required Not Calculating
  • Client_resolved
  • Discovery
CLOSED DOCS REQUIRED transactions are not getting calculated...
CLOSED DOCS REQUIRED transactions are not getting calculated in ACCOUNTING/COMPANY SUMMARY and not in ACCOUNTING/AGENT SUMMARY. It's fine in the Dashboard/Offices and Dashboard/Summary
Done Done --
  • CreatedJanuary 16, 2024 9:14 PM
  • UpdatedFebruary 27, 2024 8:40 AM
BRDOX-341 Sales Calculations coming from the wrong place
  • Client_resolved
  • Discovery
I closed only 1 Transaction, a SALE...You can see on the RIG...
I closed only 1 Transaction, a SALE...You can see on the RIGHT side of the screenshot, The Company made ZERO, but showing GROSS COMMISSIONS as $299...In the ACCOUNTING, it's showing AGENT COMMISSIONS to Company are $299...Looks like BROKERAGE COMMISSIONS & FEES >>> Gross Commission is coming from the Commission Plan...we got rid of that
Done Done --
  • CreatedJanuary 16, 2024 5:26 PM
  • UpdatedFebruary 27, 2024 11:05 PM
BRDOX-340 Admin, Manager and Flex Admin missing from Contacts
  • Client_resolved
  • Discovery
Admin, Manager and Flex Admin missing from Contacts and miss...
Admin, Manager and Flex Admin missing from Contacts and missing from email popups for emailing CDA's and Documents
Done Done --
  • CreatedJanuary 16, 2024 4:07 PM
  • UpdatedJanuary 22, 2024 8:36 AM
BRDOX-339 SALES COMMISSION / FEES INCORRECT
  • Client_resolved
  • Discovery
SALES COMMISSION / FEES INCORRECT - We are back to an old is...
SALES COMMISSION / FEES INCORRECT - We are back to an old issue with SALES...600 NW 2nd Terrace, Deerfield Beach, FL 33441 has $395 fee to Broker but theres the old $299 Commission and $96 Fee...should be $395 FEE and ZERO Commission....see 2 screen shots
Done Done --
  • CreatedJanuary 16, 2024 2:59 PM
  • UpdatedFebruary 27, 2024 8:38 AM
BRDOX-338 Settings >>> My Company >>> User Search
  • Client_resolved
  • Discovery
Settings >>> My Company >>> Users - There needs to be a SEAR...
Settings >>> My Company >>> Users - There needs to be a SEARCH filter next to STATUS filter where you can start filling in a USERS NAME to find a User....with 400+ Users, it takes forever to scroll 8-9 pages to find a User....if the solution is to use the SEARCH on the TOP NAV, that would be OK, but the result does not show STATUS (Invite Sent, Active, De-Activated, Invite Needed) nor does it show ACTIONS (View, Send Reminder, Delete)...ideally I'd like BOTH ways when it comes to find and manage a User
Done Done --
  • CreatedJanuary 15, 2024 8:13 PM
  • UpdatedApril 4, 2024 12:55 PM
BRDOX-337 Transactions >>> Transaction Reporting >>> Actions
  • Client_resolved
  • Discovery
Transactions >>> Transaction Reporting >>> Actions - Only ED...
Transactions >>> Transaction Reporting >>> Actions - Only EDIT is available right now...as an ADMIN, there should also be an option for REMOVE like already exists in TRANSACTIONS...see 2 screenshots
Done Done --
  • CreatedJanuary 15, 2024 8:04 PM
  • UpdatedJanuary 19, 2024 12:41 PM
BRDOX-336 STATE issue during Signup
  • Client_resolved
  • Discovery
The STATE field is still an issue
Done Done --
  • CreatedJanuary 15, 2024 7:02 PM
  • UpdatedFebruary 22, 2024 6:25 AM
BRDOX-335 Commission Issue and Consumer Fee
  • Client_resolved
  • Discovery
Consumer Fee set up in Commission Plan is also not being cal...
Consumer Fee set up in Commission Plan is also not being calculated
Done Done --
  • CreatedJanuary 15, 2024 10:01 AM
  • UpdatedJanuary 16, 2024 9:13 AM
BRDOX-334 Commission Issue
  • Client_resolved
  • Discovery
In SOME transactions, maybe created after 1/11 when you go t...
In SOME transactions, maybe created after 1/11 when you go to the COMMISSIONS Tab, the NET AGENT COMMISSIONS is not calculating, there's just a dollar sign $
Done Done --
  • CreatedJanuary 14, 2024 12:31 PM
  • UpdatedJanuary 16, 2024 9:13 AM
BRDOX-333 MAJOR COMMISSION ISSUE
  • Client_resolved
  • Discovery
Agents NET Commissions are NOT CALCULATING AT ALL...just a $...
Agents NET Commissions are NOT CALCULATING AT ALL...just a $ sign is there. I've randomly checked 5 transactions...
Done Done --
  • CreatedJanuary 14, 2024 12:25 PM
  • UpdatedJanuary 16, 2024 9:14 AM
BRDOX-332 Can't re-arrange Categories in Community
  • Client_resolved
  • Discovery
  • enhancement
I don't see a way to re-arrange the Categories in Community....
I don't see a way to re-arrange the Categories in Community...would like that feature...Also can't rename an existing Category after it's created...would like that feature too
Done Done --
  • CreatedJanuary 14, 2024 12:13 PM
  • UpdatedApril 5, 2024 9:34 AM
BRDOX-331 Change word in Notifications >>> Sent
  • Client_resolved
  • Discovery
Please change the word "Receivers" to "Recipients" in Notifi...
Please change the word "Receivers" to "Recipients" in Notifications >>> Sent
Done Done --
  • CreatedJanuary 14, 2024 12:00 PM
  • UpdatedApril 4, 2024 2:24 PM
BRDOX-330 Signup Issue #3
  • Client_resolved
  • Discovery
When clicking on the calendar for "Date Joined", they have t...
When clicking on the calendar for "Date Joined", they have to click the back arrow too many times if they joined 10 years ago. Have to make that calendar editable or some solution that doesn't make them have to click the BACK ARROW over 100 times
Done Done --
  • CreatedJanuary 14, 2024 11:29 AM
  • UpdatedJanuary 19, 2024 12:44 PM
BRDOX-329 Signup Issue #2
  • Client_resolved
  • Discovery
We have the same issue with the STATE field that we've alway...
We have the same issue with the STATE field that we've always had. If they put in FL, the system doesn't say that's an error and just bounces them back and forth between the 2 signup screens. Once they click FLORIDA, everything is fine. So please let's get rid of the dropdown box for STATE and let them fill in FLORIDA or FL or get a new address system.
Done Done --
  • CreatedJanuary 14, 2024 11:25 AM
  • UpdatedFebruary 9, 2024 3:08 PM
BRDOX-328 Signup Issue #1
  • Client_resolved
  • Discovery
Many agents are able to get into the system without completi...
Many agents are able to get into the system without completing the entire signup process. Some fields are left blank, but somehow, they still get in. These peoples COMMISSIONS don't calculate correctly. Not sure how this is happening, but an account can't be created without all the fields
Done Done --
  • CreatedJanuary 14, 2024 11:23 AM
  • UpdatedFebruary 9, 2024 3:14 PM
BRDOX-327 CORRECTION for BDOX - 326 (Change wording on Fields in NEW TRANSACTION Wizard)
  • Client_resolved
  • Discovery
  • enhancement
Change wording on Fields in NEW TRANSACTION Wizard... Change...
Change wording on Fields in NEW TRANSACTION Wizard... Change: "Sale / Rental Price" to "Sale / Rental Price (Enter full price for Listings) and change: " Closing Date" to "Closing Date / Listing Expiration Date"
Done Done --
  • CreatedJanuary 13, 2024 5:19 PM
  • UpdatedMarch 22, 2024 4:41 PM
BRDOX-326 Change wording on Fields in Can u create a transaction in BrokerDoc and upload all docs? Thanks and congrats! Ray NEW TRANSACTION Wizard
  • Client_resolved
  • Discovery
Change wording on Fields in Can u create a transaction in Br...
Change wording on Fields in Can u create a transaction in BrokerDoc and upload all docs? Thanks and congrats! Ray NEW TRANSACTION Wizard... Change: "Sale / Rental Price" to "Sale / Rental Price (Enter full price for Listings) and change: "
Closing Date" to "Closing Date / Listing Expiration Date"
Done Done --
  • CreatedJanuary 13, 2024 5:17 PM
  • UpdatedJanuary 19, 2024 12:45 PM
BRDOX-325 Top NAV Bar Search Results
  • Client_resolved
  • Discovery
When you SEARCH for a Transaction, the results section there...
When you SEARCH for a Transaction, the results section there is no column for ACTIONS like there is in the Transaction Tab
Done Done --
  • CreatedJanuary 13, 2024 5:13 PM
  • UpdatedApril 4, 2024 2:19 PM
BRDOX-324 Accounting Spreadsheet
  • Discovery
You are only off on "Agent Commission/Fees to Company"....Se...
You are only off on "Agent Commission/Fees to Company"....See attached Spreadsheet
Done Done --
  • CreatedJanuary 11, 2024 11:23 AM
  • UpdatedJanuary 16, 2024 1:37 AM
BRDOX-323 Accounting >>> Errors in various places numbers aren't adding up
  • Client_resolved
  • Discovery
Accounting >>> OTHER Type of transaction not getting added t...
Accounting >>> OTHER Type of transaction not getting added to Accounting numbers... Please check all places in ACCOUNTING, DASHBOARD/OVERVIEW, DASHBOARD/OFFICES and ACCOUNTING/AGENT SUMMARY and make sure numbers match and are correct...see 5 screenshots. I gave an Excel Spreadsheet to show the numbers
Done Done --
  • CreatedJanuary 10, 2024 10:13 PM
  • UpdatedJanuary 16, 2024 9:15 AM
BRDOX-322 Server 500 Error
  • Client_resolved
  • Discovery
Server 500 Error - Settings >>> My Company >>> Users - Click...
Server 500 Error - Settings >>> My Company >>> Users - Click SEND INVITATIONS >>> SEND REMINDERS
Done Done --
  • CreatedJanuary 10, 2024 5:11 PM
  • UpdatedJanuary 16, 2024 9:16 AM
BRDOX-321 Commission Calculations not adding up
  • Client_resolved
  • Discovery
I added another RENTAL/LANDLORD transaction with an agent in...
I added another RENTAL/LANDLORD transaction with an agent in the PBG office. That commission does not show up in ACCOUNTING at all...additionally, none of the numbers match between these 3 places...1) Accounting 2) Dashboard/Overview 3) Dashboard/Offices (I was previously told that this number was off because one of the Users was not in the PBG Office...that is not working correctly...Please check that all numbers are correct for CLOSED and CLOSED DOCS REQUIRED before you sign off...this is the HIGHEST priority...I can't move forward without this being corrected...Login info raycarrano+brokerdox@gmail.com/Premier@1
Done Done --
  • CreatedJanuary 9, 2024 11:39 PM
  • UpdatedJanuary 16, 2024 9:17 AM
BRDOX-320 Transaction Documents Reordering
  • Client_resolved
  • Discovery
Transaction Documents Reordering - In all transactions, when...
Transaction Documents Reordering - In all transactions, when a document is uploaded, the "order" of the documents changes and the uploaded document goes to the bottom. As the owner, I put the most important docs at the top in SETTINGS >>> TRANSACTIONS >>> TRANSACTION TEMPLATES and they should stay in the same order always...random screenshot attached, but this is happening with all docs in all transactions.
Done Done --
  • CreatedJanuary 9, 2024 6:00 PM
  • UpdatedApril 4, 2024 2:18 PM
BRDOX-319 Accounting >>> Rental numbers incorrect
  • Client_resolved
  • Discovery
Accounting >>> Rental numbers incorrect...Agent Commission/F...
Accounting >>> Rental numbers incorrect...Agent Commission/Fees to Company should be $250...Address is 999 Rental Test St, jupiter, FL 33410...raycarrano+brokerdox@gmail.com/Premier@1
Done Done --
  • CreatedJanuary 8, 2024 1:17 PM
  • UpdatedJanuary 14, 2024 11:30 AM
BRDOX-318 Edit USER not loading quickly
  • Client_resolved
  • Discovery
Edit USER not loading quickly - Settings >>> My Company >>> ...
Edit USER not loading quickly - Settings >>> My Company >>> Users >>> Click on User >>> Click EDIT >>> takes 15-20 seconds to load info
Done Done --
  • CreatedJanuary 8, 2024 9:36 AM
  • UpdatedJanuary 14, 2024 11:31 AM
BRDOX-317 Dashboard >>> Offices >>> Dollar numbers not adding up
  • Client_resolved
  • Discovery
Dashboard >>> Offices >>> Dollar numbers not adding up - All...
Dashboard >>> Offices >>> Dollar numbers not adding up - All numbers should match for DASHBOARD/OVERVIEW, ACCOUNTING and DASHBOARD/OFFICES...see 3 screenshots
Done Done --
  • CreatedJanuary 8, 2024 9:34 AM
  • UpdatedJanuary 8, 2024 1:15 PM
BRDOX-316 Increase limit on prod backend to 2 minutes увеличить таймаут до 2 минут (то что мы делали ранее на звон...
увеличить таймаут до 2 минут (то что мы делали ранее на звонке)
Backlog Unresolved --
  • CreatedJanuary 5, 2024 10:44 AM
  • UpdatedJanuary 5, 2024 10:44 AM
BRDOX-315 Flex Admin and Admin missing in Contacts
  • Client_resolved
  • Discovery
Flex Admin and Admin missing in Transactions >>> Contacts - ...
Flex Admin and Admin missing in Transactions >>> Contacts - Beth Palacio is a Flex Admin...my login info is raycarrano+brokerdox@gmail.com/Premier@1 and URL: https://premierbrokersinternational.app.brokerdox.com/account/login
Done Done --
  • CreatedJanuary 4, 2024 1:31 PM
  • UpdatedJanuary 16, 2024 9:27 AM
BRDOX-314 Resent Invitation Error
  • Client_resolved
  • Discovery
Re-sent the Invitations and gor SOME SERVER ERROR
Done Done --
  • CreatedJanuary 4, 2024 9:15 AM
  • UpdatedJanuary 14, 2024 11:32 AM
BRDOX-313 500 error while new user registration
Done Done --
  • CreatedJanuary 4, 2024 2:25 AM
  • UpdatedApril 4, 2024 9:23 AM
BRDOX-312 Manager name and email not showing in Transaction Emails
  • Client_resolved
  • Discovery
Manager name and email not showing in Transaction >>> Emails...
Manager name and email not showing in Transaction >>> Emails and Contacts in any Role...Same with any Admins that are added to the system
Done Done --
  • CreatedJanuary 3, 2024 11:11 PM
  • UpdatedJanuary 16, 2024 9:27 AM
BRDOX-311 Manager 500 Error and Permissions
  • Client_resolved
  • Discovery
Manager 2 issues...1) WARNING! 500 Error (See attached)...2)...
Manager 2 issues...1) WARNING! 500 Error (See attached)...2) Managers should be able to EDIT all parts of a CLOSED Transaction including "Transaction Detail" and "Commissions"
Done Done --
  • CreatedJanuary 3, 2024 10:52 PM
  • UpdatedFebruary 12, 2024 1:26 PM
BRDOX-310 Dashboard >>> Latest Community Discussion - Sorting Order
  • Client_resolved
  • Discovery
  • enhancement
Dashboard >>> Latest Community Discussion - Sorting Order - ...
Dashboard >>> Latest Community Discussion - Sorting Order - need to sort newest on top
Done Done --
  • CreatedJanuary 3, 2024 9:08 PM
  • UpdatedApril 4, 2024 2:23 PM
BRDOX-309 Agents Approved Document
  • Client_resolved
  • Discovery
Agents Approved Document - Once an Agents Document is APPROV...
Agents Approved Document - Once an Agents Document is APPROVED, they should not be able to upload another document in its place. There is still the "Cloud Link" they can click on in Documents and overwrite the Approved Document.
Done Done --
  • CreatedJanuary 3, 2024 8:47 PM
  • UpdatedApril 4, 2024 2:29 PM
BRDOX-308 Dashboard >>> Documents Pending Approval
  • Client_resolved
  • Discovery
Dashboard >>> Documents Pending Approval - Admin view has th...
Dashboard >>> Documents Pending Approval - Admin view has the "Eye" and "Download" icons as it should....AGENT does not have that...only a link that downloads....need to have the same as Admins
Done Done --
  • CreatedJanuary 3, 2024 7:25 PM
  • UpdatedJanuary 7, 2024 8:34 PM
BRDOX-307 CDA Broker License #
  • Client_resolved
  • Discovery
CDA Broker License # is not populating in the CDA...It looks...
CDA Broker License # is not populating in the CDA...It looks like I have it filled in in MY PROFILE >>> PERSONAL INFO.... The Company License # is taken from SETTINGS >>> MY COMPANY >>> COMPANY Main Info and that is populating fine...
Done Done --
  • CreatedJanuary 3, 2024 7:22 PM
  • UpdatedJanuary 23, 2024 8:23 AM
BRDOX-306 Trial Mode
  • Client_resolved
  • Discovery
I should not be in Trial Mode...how do we get rid of that? I...
I should not be in Trial Mode...how do we get rid of that? If I need to set up a card and pay I can...
Done Done --
  • CreatedJanuary 3, 2024 3:49 PM
  • UpdatedJanuary 4, 2024 1:33 PM
BRDOX-305 New Company URL
  • Client_resolved
  • Discovery
https://premierbrokersinternational.app.brokerdox.com/....ra...
https://premierbrokersinternational.app.brokerdox.com/....raycarrano+brokerdox@gmail.com....Test1234
Done Done --
  • CreatedJanuary 3, 2024 3:18 PM
  • UpdatedJanuary 14, 2024 11:33 AM
BRDOX-304 Bulk Import & Send Invitations Error
  • Client_resolved
  • Discovery
Bulk Import got stuck...I refreshed the page and all Users w...
Bulk Import got stuck...I refreshed the page and all Users were imported, but no success message. I sent Invitations and got SOME SERVER ERROR!
Done Done --
  • CreatedJanuary 3, 2024 2:22 PM
  • UpdatedJanuary 14, 2024 11:34 AM
BRDOX-303 Email Sender Info
  • Client_resolved
  • Discovery
Emails sent say Brokerdox - PROD....can we change that to Br...
Emails sent say Brokerdox - PROD....can we change that to BrokerDox
Done Done --
  • CreatedJanuary 3, 2024 1:46 PM
  • UpdatedJanuary 8, 2024 2:52 AM
BRDOX-302 Rental Fees not calculating
  • Client_resolved
  • Discovery
For Rentals I closed 1 deal...there should be a $50 "Other F...
For Rentals I closed 1 deal...there should be a $50 "Other Fees to Company"...Sales volume $3,000 is correct...Agent commissions $1,300 is correct...Total Company Income $200 is correct...Agent Commission/Fees to Company $200 should be $150...Other Fees to Company $0 should be $50
Done Done --
  • CreatedJanuary 3, 2024 1:42 PM
  • UpdatedJanuary 14, 2024 11:34 AM
BRDOX-301 Agent Dashboard >>> Overview
  • Client_resolved
  • Discovery
Agent Dashboard >>> Overview - For AGENTS ROLE ONLY, change ...
Agent Dashboard >>> Overview - For AGENTS ROLE ONLY, change the word AGENTS to AGENT
Done Done --
  • CreatedJanuary 2, 2024 11:37 AM
  • UpdatedApril 4, 2024 2:26 PM
BRDOX-300 User Signup Issue
  • Client_resolved
  • Discovery
When New User uploads a profile photo during the signup proc...
When New User uploads a profile photo during the signup process, the system doesn't allow completion of signup and does not bring User to Dashboard. Clicking Continue brings you to the next page or previous page of the signup process, not the Dashboard. If you remove the profile picture, everything works fine.
Done Done --
  • CreatedJanuary 2, 2024 9:18 AM
  • UpdatedJanuary 5, 2024 12:47 PM
BRDOX-299 Fees in OTHER not calculating
  • Client_resolved
  • Discovery
Fees in OTHER not calculating in Accounting
Done Done --
  • CreatedJanuary 2, 2024 9:10 AM
  • UpdatedJanuary 14, 2024 11:42 AM
BRDOX-298 Rental numbers not working in Accounting
  • Client_resolved
  • Discovery
Rental numbers not working in Accounting...I just closed a L...
Rental numbers not working in Accounting...I just closed a LANDLORD transaction, Numbers are not showing in ACCOUNTING for all Users. Numbers are fine on all Dashboards
Done Done --
  • CreatedJanuary 2, 2024 9:03 AM
  • UpdatedJanuary 14, 2024 11:43 AM
BRDOX-297 Dashboard >>> Latest Community Discussion - Sorting Order
  • Client_resolved
  • Discovery
  • enhancement
Dashboard >>> Latest Community Discussion - Sorting Order ne...
Dashboard >>> Latest Community Discussion - Sorting Order needs to be Newest on top
Done Done --
  • CreatedJanuary 1, 2024 11:06 PM
  • UpdatedApril 4, 2024 2:23 PM
BRDOX-296 Dashboard >>> Sales Volume
  • Client_resolved
  • Discovery
Dashboard >>> Sales Volume should not be $0 - I closed 1 sal...
Dashboard >>> Sales Volume should not be $0 - I closed 1 sale for $500,000 volume...https://premier-brokers-international-inc.app.brokerdox.com/ - raycarrano@gmail.com - Test1234
Done Done --
  • CreatedDecember 29, 2023 5:33 PM
  • UpdatedJanuary 2, 2024 9:11 AM
BRDOX-295 Timeline Items Missing
  • Client_resolved
  • Discovery
2 Timeline events created for 444 N Ocean Dr....they show up...
2 Timeline events created for 444 N Ocean Dr....they show up in the Transaction >>> Timelines but 1 is missing from Left Nav bar TIMELINES...Login: https://premier-brokers-international-inc.app.brokerdox.com/timelines - User: raycarrano+agent@gmail.com - Pass: Test1234....same issue when logged in as Admin...Dashboard "Timeline Calendar" and Upcoming & "Overdue Timeline Events" shows them fine...
Done Done --
  • CreatedDecember 29, 2023 5:21 PM
  • UpdatedJanuary 14, 2024 8:13 PM
BRDOX-294 Agent Access to CLOSED Deals
  • Client_resolved
  • Discovery
Logged in as Agent >>> Closed Transaction >>> Agent SHOULD B...
Logged in as Agent >>> Closed Transaction >>> Agent SHOULD BE ABLE TO EDIT: Contacts, Documents, Timelines, Notes, Showing Instructions...should NOT be able to edit: Transaction Detail, Commissions...Right now, nothing can be Edited...this was an issue and was resolved in previous versions
Done Done --
  • CreatedDecember 29, 2023 5:09 PM
  • UpdatedJanuary 1, 2024 12:27 PM
BRDOX-293 New User signup process
  • Client_resolved
  • Discovery
I created 1 new user. New User clicks email signup and creat...
I created 1 new user. New User clicks email signup and creates account for the first time....fill in all information on page 1, go to page 2 no problem, fill in all info...clicking COMPLETE AND GO TO YOUR DASHBOARD brings you back to the 1st page, never to the Dashboard....I removed the USERS PROFILE IMAGE and everything worked after that....https://premier-brokers-international-inc.app.brokerdox.com/user-wizard - Admin: raycarrano@gmail.com - Pass: Test1234
Done Done --
  • CreatedDecember 29, 2023 4:55 PM
  • UpdatedJanuary 5, 2024 11:52 AM
BRDOX-292 CLOSED >>> Accounting >>> Fees are still calculating wrong
  • Client_resolved
  • Discovery
CLOSED >>> Accounting >>> Fees are still calculating wrong.....
CLOSED >>> Accounting >>> Fees are still calculating wrong....I closed 1 deal. There is a Fee for $149.50 and a fee credit for $149.50 so the number in "Agent Commission/Fees to Company" should be ZERO, but it's showing as -$149.50......All other fees, commissions, volume etc are correct...Login: https://premier-brokers-international-inc.app.brokerdox.com/accounting - User: raycarrano@gmail.com - Pass: Test1234
Done Done --
  • CreatedDecember 29, 2023 4:45 PM
  • UpdatedJanuary 14, 2024 11:48 AM
BRDOX-291 Email REPLY Issue
  • Client_resolved
  • Discovery
When the system sends an email to a USER (ie: Document Disap...
When the system sends an email to a USER (ie: Document Disapproved) the REPLY email needs to be back TO THE SENDER of the email. Right now, it's set up to go to INFO@BROKERDOX.COM. So think of 100+ companies all reply's can't go to BrokerDox...they have to go to the Sender of the email. At the very least...it would have to be NO-REPLY email.
Done Done --
  • CreatedDecember 29, 2023 4:38 PM
  • UpdatedJanuary 5, 2024 12:46 PM
BRDOX-290 Created New company with no users
  • Client_resolved
  • Discovery
Created New company with no users - and it worked. Importing...
Created New company with no users - and it worked. Importing 400+ Users now and it's taking a long time. The SAVE CHANGES button is clicked and showing lighter color...but there's no pop-up saying "Importing Users" or a status bar etc...see screen shot...it's been over a minute and nothing is happening...I clicked somewhere else, went back to Users and they all look like they were imported. There was never a Success Message.
Done Done --
  • CreatedDecember 29, 2023 1:51 PM
  • UpdatedJanuary 9, 2024 5:41 PM
BRDOX-289 Acount Owner Access
  • Client_resolved
  • Discovery
https://premier-brokers-international.app.brokerdox.com/sett...
https://premier-brokers-international.app.brokerdox.com/settings...raycarrano@gmail.com...Test1234 >>> Account Owner does not have full access to all sections in SETTINGS
Done Done --
  • CreatedDecember 29, 2023 1:00 PM
  • UpdatedDecember 29, 2023 5:35 PM
BRDOX-288 Production Version - Account Owner Issue
  • Client_resolved
  • Discovery
Account Owner does not have access to all functionality in S...
Account Owner does not have access to all functionality in SETTINGS...see screen shot
Done Done --
  • CreatedDecember 29, 2023 12:43 PM
  • UpdatedJanuary 2, 2024 9:12 AM
BRDOX-287 "https://app.brokerdox.com/" Testing
Hi, Ray! You can start testing production
Done Done --
  • CreatedDecember 29, 2023 11:29 AM
  • UpdatedJanuary 16, 2024 1:28 AM
BRDOX-286 copy WP site to production copy [https://www.betabrokerdox.com/] the WP site to  broke...
copy https://www.betabrokerdox.com/ the WP site to 
brokerdox.com and give me admin credentials. 
Backlog Unresolved --
  • CreatedDecember 29, 2023 10:18 AM
  • UpdatedDecember 29, 2023 10:18 AM
BRDOX-285 Проверить создан ли attached storage на digital ocean Все файлы должны записываться туда, а не на сервер Сделат...
Все файлы должны записываться туда, а не на сервер
Сделать нужно на : 
# betabrokerdox
# brokerdox
---------
Работа с хранилищем данных: Создать задачу для Ивана по настройке и интеграции attached storage (альтернатива s3 AWS) на DigitalOcean. Необходимо обеспечить, чтобы все файлы и изображения, загружаемые пользователями, хранились в этом облачном хранилище.
Backlog Unresolved --
  • CreatedDecember 29, 2023 9:16 AM
  • UpdatedDecember 29, 2023 10:19 AM
BRDOX-284 Проверить как часто создаються (DAILY) бэк-апы, где храняться и как проверить тестировщикам эти бэк апы разработать и реализовать стратегию резервного копирования д...
разработать и реализовать стратегию резервного копирования для баз данных и кода брокеров в рабочей среде  app.brokerdox.com  (Production). Это включает в себя выбор подходящих инструментов, планирование расписания бэкапов и обеспечение их безопасности. 
Backlog Unresolved --
  • CreatedDecember 29, 2023 9:13 AM
  • UpdatedDecember 29, 2023 10:21 AM
BRDOX-283 Name for the emails box "Brokerdox - PROD "
  • Client_resolved
"At the moment, we use the email address "info@brokerdox.com...
"At the moment, we use the email address "info@brokerdox.com" for sending notification emails, such as verification emails."
Should we change it for another adress?
Done Done --
  • CreatedDecember 29, 2023 8:44 AM
  • UpdatedDecember 29, 2023 1:16 PM
BRDOX-281 Accounting Error new company
  • Client_resolved
  • Discovery
Accounting Error new company...3 screen shots attached. I cr...
Accounting Error new company...3 screen shots attached. I created and closed 1 deal in new company. In Accounting (1) Sales volume is $900,000 is correct (2) Agent commissions $21,400 is correct (3) Total Company Income $5,600 is correct (4) Agent Commission/Fees to Company $5,600...should be $5,400 (5) Other Fees to Company $200 is correct...Example property URL https://premier-brokers-international-beta6.app.betabrokerdox.com/transaction/1 LOGIN INFO: raycarrano+beta6@gmail.com PASSWORD Test1234
Done Done --
  • CreatedDecember 16, 2023 7:58 PM
  • UpdatedJanuary 2, 2024 9:13 AM
BRDOX-280 Approving user Docs in new company
  • Client_resolved
  • Discovery
The Review Document issue I submitted today is not a problem...
The Review Document issue I submitted today is not a problem in the new company I created today...so not sure if there's an issue at all? or if it needs to be addressed
Done Done --
  • CreatedDecember 16, 2023 6:20 PM
  • UpdatedDecember 29, 2023 5:35 PM
BRDOX-279 Document Review New Issue
  • Client_resolved
  • Discovery
Admin >>> Document Review - Yu can approve documents. (1) Yo...
Admin >>> Document Review - Yu can approve documents. (1) You cannot Disapprove documents and leave a note...the system gets stuck when you click DISAPPROVE AND SEND NOTES...(2) When VIEWING the Document it says 404 Not found...(3) When you try and Download the Document, you get an INTERNAL SERVER ERROR...4 screen shots
Done Done --
  • CreatedDecember 16, 2023 6:11 PM
  • UpdatedDecember 29, 2023 5:36 PM
BRDOX-278 Bulk Import - "Download Import Status (CSV)"
  • Client_resolved
  • Discovery
Bulk Import - "Download Import Status (CSV)" - I created a n...
Bulk Import - "Download Import Status (CSV)" - I created a new company and imported 435 Users...all worked well. 1 User not imported. I clicked the "Download Import Status (CSV)" link, but nothing happened
Done Done --
  • CreatedDecember 16, 2023 5:48 PM
  • UpdatedFebruary 7, 2024 10:38 AM
BRDOX-277 Changing User Email Address
  • Client_resolved
  • Discovery
It looks like only Admins can change a Users Email Address? ...
It looks like only Admins can change a Users Email Address? When logged in as an Agent, I don't see the Email Address Field...2 screen shots...one is Admin View and the other is Agent View
Done Done --
  • CreatedDecember 16, 2023 5:30 PM
  • UpdatedJanuary 2, 2024 9:14 AM
BRDOX-276 Dashboard >>> Latest Community Discussion
  • Client_resolved
  • Discovery
Dashboard >>> Latest Community Discussion...when displayed n...
Dashboard >>> Latest Community Discussion...when displayed next to another widget, it looks like there's room for 1 or 2 more items that would make the height of the section the same as the section next to it. Can we add posts? there are 4 now, could prob display 6
Done Done --
  • CreatedDecember 13, 2023 1:18 PM
  • UpdatedDecember 29, 2023 5:38 PM
BRDOX-275 Create pop-ups for permission updates
Need to add:
# Progress pop-up
# Succsessful pop-up
Ready for QA Unresolved --
  • CreatedDecember 13, 2023 12:54 PM
  • UpdatedDecember 14, 2023 3:29 PM
BRDOX-274 user impersonation in the super admin [https://app.betabrokerdox.com/admin/subscribers]  list o...
https://app.betabrokerdox.com/admin/subscribers 
list of users and ability to login as user into their account 
that is what needs to be fixed 
Ready for QA Unresolved --
  • CreatedDecember 13, 2023 10:15 AM
  • UpdatedAugust 23, 2024 9:57 AM
BRDOX-273 Time Delay for Users section
  • Client_resolved
  • Discovery
When you click USERS in the Left NAV Bar, it takes 5+ second...
When you click USERS in the Left NAV Bar, it takes 5+ seconds to load...
Done Done --
  • CreatedDecember 12, 2023 10:59 AM
  • UpdatedDecember 16, 2023 5:30 PM
BRDOX-272 Time Delay
  • Client_resolved
  • Discovery
Click on any Transaction >>> Transaction Detail - When you c...
Click on any Transaction >>> Transaction Detail - When you click the EDIT Button, there's a delay of around 7 seconds before anything happens...none of the other Tabs have that issue
Done Done --
  • CreatedDecember 12, 2023 9:28 AM
  • UpdatedDecember 14, 2023 9:06 AM
BRDOX-271 Accounting Fixed
  • Client_resolved
  • Discovery
I used other transactions to Close out 2 deals and Accountin...
I used other transactions to Close out 2 deals and Accounting is working correctly. It looks like 1 transaction was a problem...not sure why that would be the case. 4665 2nd Ave is the address...weird...still adding only $96 instead of $395 to Accounting...I may have edited that number at one point in Commissions >>> Fees >>> Consumer Fee
Done Done --
  • CreatedDecember 12, 2023 9:23 AM
  • UpdatedDecember 29, 2023 5:39 PM
BRDOX-270 Admin >>> Settings >>> Options
  • Client_resolved
  • Discovery
Admin >>> Settings >>> Options - There's no Success Message ...
Admin >>> Settings >>> Options - There's no Success Message when you change options and click "Save and Apply"...the changes do get saved, but it looks like nothing is happening
Done Done --
  • CreatedDecember 12, 2023 9:02 AM
  • UpdatedDecember 16, 2023 5:33 PM
BRDOX-269 Download report about import users doesn't work If some of users weren't imported for some reasons, user can...
If some of users weren't imported for some reasons, user can't download report to understand which user weren't imported and why
Video -  https://somup.com/c0lXQVgRVY
Done Done --
  • CreatedDecember 11, 2023 6:02 AM
  • UpdatedApril 4, 2024 9:23 AM
BRDOX-268 Users checkbox not working
  • Client_resolved
  • Discovery
Admin >>> Settings >>> My Company >>> Users >>> Checking Use...
Admin >>> Settings >>> My Company >>> Users >>> Checking Users does not seem to do anything...What are the check marks for?
Done Done --
  • CreatedDecember 10, 2023 9:48 PM
  • UpdatedDecember 12, 2023 9:38 AM
BRDOX-267 Agent Account Setup Error
  • Client_resolved
  • Discovery
Many agents are not filling in the STATE in properly and are...
Many agents are not filling in the STATE in properly and are getting an SQL Error. We've had this issue before...SQLSTATE22P02: Invalid text representation: 7 ERROR: invalid input syntax for type bigint: "null" CONTEXT: unnamed portal parameter $1 = '...' (SQL: select count(*) as aggregate from "states" where "id" = null).
Done Done --
  • CreatedDecember 10, 2023 4:49 PM
  • UpdatedJanuary 1, 2024 12:33 PM
BRDOX-266 Timeline Calendar in Dashboard
  • Client_resolved
  • Discovery
There are 4 choices in the Dashboard >>> Show (Dropdown)>>> ...
There are 4 choices in the Dashboard >>> Show (Dropdown)>>> Timeline Calendar >>> (1) All Events (2) Overdue (3) Completed (4) Remaining...#3 Completed working right...the other 3 are not showing what they are supposed to
Done Done --
  • CreatedDecember 10, 2023 11:08 AM
  • UpdatedJanuary 16, 2024 9:28 AM
BRDOX-265 Agents Timeline Events Not showing in WEEKLY View
  • Client_resolved
  • Discovery
Agents Timeline Events not showing in Weekly View...All othe...
Agents Timeline Events not showing in Weekly View...All other Views and Dashboard are fine
Done Done --
  • CreatedDecember 10, 2023 10:59 AM
  • UpdatedDecember 12, 2023 8:58 AM
BRDOX-264 CLOSED Transaction for Agents (URGENT)
  • Client_resolved
  • Discovery
Same issue has popped up again. When a Transaction is CLOSED...
Same issue has popped up again. When a Transaction is CLOSED...Agents SHOULD be able to EDIT...Contacts, Documents, Timeline, Notes, Showing Instructions....they SHOULD NOT be able to Edit Transaction Detail and Commissions....right now, nothing is Editable
Done Done --
  • CreatedDecember 10, 2023 10:55 AM
  • UpdatedDecember 12, 2023 9:03 AM
BRDOX-263 Accounting
  • Client_resolved
  • Discovery
Accounting...I closed 1 deal. OTHER FEES TO COMPANY should b...
Accounting...I closed 1 deal. OTHER FEES TO COMPANY should be $395, not $96...since all the money to Broker came from OTHER FEES, not Commissions...all other figures in Accounting are correct. They are correct in the DASHBOARD OVERVIEW also. The Agents commission/fee was waived and the Broker got the OTHER FEE that was set up in the Commission Plan.
Done Done --
  • CreatedDecember 10, 2023 10:49 AM
  • UpdatedDecember 29, 2023 5:40 PM
BRDOX-262 Can't Change Users Email
  • Client_resolved
  • Discovery
There's no way for the User to change or edit their email ad...
There's no way for the User to change or edit their email address or Admins to change or edit email addresses for any User. We had addressed this a while back.
Done Done --
  • CreatedDecember 10, 2023 12:49 AM
  • UpdatedDecember 14, 2023 9:10 AM
BRDOX-261 Agent Permissions Update Error
  • Client_resolved
  • Discovery
For Agents...I unchecked Add/Edit for Community Categories a...
For Agents...I unchecked Add/Edit for Community Categories and Messages...(1) No Success Message displayed (2) The boxes were unchecked when I refreshed the page (3) The changes didn't take effect. The Agents can still create Community Categories and Messages
Done Done --
  • CreatedDecember 10, 2023 12:40 AM
  • UpdatedDecember 16, 2023 5:34 PM
BRDOX-260 Modify CDA Template not working - UPDATE
  • Client_resolved
  • Discovery
I discovered that you have to exit the HTML editor and THEN ...
I discovered that you have to exit the HTML editor and THEN press UPDATE CDA TEMPLATE. If you edit the HTML and don't exit out of that before saving, it won't save. So, all is good unless you think that needs to be fixed...
Done Done --
  • CreatedDecember 10, 2023 12:32 AM
  • UpdatedDecember 14, 2023 9:13 AM
BRDOX-259 Modify CDA Template not working
  • Client_resolved
  • Discovery
Admin >>> Settings >>> Commissions >>>> CDA Template >>> Mod...
Admin >>> Settings >>> Commissions >>>> CDA Template >>> Modify CDA Template >>> Click HTML - Any Changes made are not being saved. The dialogue box says SAVED, but, it's not saving changes
Done Done --
  • CreatedDecember 10, 2023 12:24 AM
  • UpdatedDecember 14, 2023 9:14 AM
BRDOX-258 CDA Random Name
  • Client_resolved
  • Discovery
I hadn't put my name in the Signature Field yet in SETTINGS ...
I hadn't put my name in the Signature Field yet in SETTINGS >>> COMMISSIONS >>> CDA TEMPLATE. I just did that and the random name went away
Done Done --
  • CreatedDecember 10, 2023 12:17 AM
  • UpdatedDecember 12, 2023 9:39 AM
BRDOX-257 CDA - Random Agents name appearing in Signature section
  • Client_resolved
  • Discovery
One of our Agents names is appearing in the CDA...it's not a...
One of our Agents names is appearing in the CDA...it's not an agent involved in the transaction...Adrian Shala...see screenshot
Done Done --
  • CreatedDecember 10, 2023 12:15 AM
  • UpdatedDecember 12, 2023 9:40 AM
BRDOX-256 Agent Dashboard Empty
  • Client_resolved
  • Discovery
There's no elements on Agent Dashboard. It's completely blan...
There's no elements on Agent Dashboard. It's completely blank
Done Done --
  • CreatedDecember 9, 2023 7:44 PM
  • UpdatedDecember 14, 2023 9:16 AM
BRDOX-255 Admin >>> User section is blank
  • Client_resolved
  • Discovery
When Filters set to ALL, nothing displays
Done Done --
  • CreatedDecember 9, 2023 7:12 PM
  • UpdatedDecember 16, 2023 5:36 PM
BRDOX-254 Dashboard error and import/invitations info
  • Client_resolved
  • Discovery
I split up 436 users into 5 separate CSV files and uploaded ...
I split up 436 users into 5 separate CSV files and uploaded one by one for the 5 files during the company setup. That worked.
When I sent the invites, only 100 sent and I got that “something went wrong” error. But 236 actually sent. Then I invited the last group and it worked with the success message.
I signed as one of the invited agents. Everything looks good except their Dashboard is empty. On the Admin side, when you try and edit the Dashobpard, you get a “Some server error” warning
Done Done --
  • CreatedDecember 9, 2023 5:23 PM
  • UpdatedDecember 16, 2023 5:46 PM
BRDOX-253 Users page doesn't show any users напевно тому що багато юзерів    Перевірити можна тут ...
напевно тому що багато юзерів 
 
Перевірити можна тут 
https://lavonne.brokerdox.dev.ourdevapps.com/users
a304c389-d716-4ec9-b8f1-5f15a3e076a6@mailslurp.com
12345678
Done Done --
  • CreatedDecember 9, 2023 2:55 PM
  • UpdatedDecember 18, 2023 3:12 AM
BRDOX-252 Problem with widgets (500 error) for user who was imported
Backlog Unresolved --
  • CreatedDecember 9, 2023 2:41 PM
  • UpdatedDecember 9, 2023 2:41 PM
BRDOX-251 SHOW STOPPER...Bulk Import and Sending Invitations
  • Client_resolved
  • Discovery
Getting error messages sometimes in BULK USER IMPORT. The Us...
Getting error messages sometimes in BULK USER IMPORT. The Users DO GET IMPORTED, sometimes not all of them. When trying to Send Invitations, getting an error message "Some Server Error"...different errors when importing from Company Setup Interview than importing and sending invitations after company is created
Done Done --
  • CreatedDecember 8, 2023 6:45 PM
  • UpdatedDecember 16, 2023 5:51 PM
BRDOX-250 Bulk User Import Issue
  • Client_resolved
  • Discovery
I did the bulk upload of Users...there was no success messag...
I did the bulk upload of Users...there was no success message after import and the dialogue box did not progress to the next step (Done) after import. The users were imported successfully though
Done Done --
  • CreatedDecember 8, 2023 3:58 PM
  • UpdatedDecember 16, 2023 5:52 PM
BRDOX-249 Flex Admin Dashboard Question
  • Client_resolved
  • Discovery
The Flex Admin Dashboard is blank...The widgets that should ...
The Flex Admin Dashboard is blank...The widgets that should NOT be seen are OVERVIEW, DEAL SUMMARY and OFFICES. Is there a way to see the other Widgets? Especially Documents Pending Approval. Thanks
Done Done --
  • CreatedDecember 8, 2023 8:21 AM
  • UpdatedDecember 8, 2023 12:54 PM
BRDOX-248 Terminated Transactions
  • Client_resolved
  • Discovery
Agents and Admins should be able to see Terminated Transacti...
Agents and Admins should be able to see Terminated Transactions in the Transaction area. Please put it at the bottom after Closed Transactions
Done Done --
  • CreatedDecember 8, 2023 8:10 AM
  • UpdatedDecember 9, 2023 7:41 PM
BRDOX-247 Timed Logout
  • Client_resolved
  • Discovery
Automatic logout not working. I stayed logged in last night ...
Automatic logout not working. I stayed logged in last night and I was still logged in this morning.
Done Done --
  • CreatedDecember 8, 2023 8:05 AM
  • UpdatedDecember 9, 2023 7:41 PM
BRDOX-246 Agent >>> Generate CDA issue
  • Client_resolved
  • Discovery
Agents should not be able to create CDA's...
Done Done --
  • CreatedDecember 7, 2023 6:17 PM
  • UpdatedDecember 8, 2023 8:04 AM
BRDOX-245 Change new transaction counter duration to be equal to new transaction (Green mark) Need to make the same number of days for which the transacti...
Need to make the same number of days for which the transaction is displayed for the red counter and the transactions marked in green. See screenshot
Done Done --
  • CreatedDecember 7, 2023 1:04 PM
  • UpdatedDecember 18, 2023 4:06 AM
BRDOX-244 Tiered commision Split Not work in commission We need to fix it. Now this does not work in commissions. ...
We need to fix it. Now this does not work in commissions.
 
Ready for QA Unresolved --
  • CreatedDecember 7, 2023 9:00 AM
  • UpdatedDecember 10, 2023 6:02 AM
BRDOX-243 Agents should be able to VIEW Closed Transactions by Default. Зараз для нових агентів пермішн виключений по дефолту, потрі...
Зараз для нових агентів пермішн виключений по дефолту, потрібно зробити щоб був включений
Done Done --
  • CreatedDecember 7, 2023 2:55 AM
  • UpdatedDecember 7, 2023 10:35 AM
BRDOX-242 After user add company resource during the registration of new company it doesn't appear at the "Current Branding Resources" window # Go to app.betabrokerdox.com and start registration new com...
# Go to app.betabrokerdox.com and start registration new company
# On the 6 step add resources
# Observe that recource wasn't added to the window
 
Video -  https://somup.com/c0li1ngLYu 
 
 
Done Done --
  • CreatedDecember 7, 2023 1:03 AM
  • UpdatedDecember 7, 2023 6:51 AM
BRDOX-241 New Company URL
  • Discovery
The new company can be found here...https://premier-brokers-...
The new company can be found here...https://premier-brokers-international-test.app.betabrokerdox.com/account/login....2 logins are raycarrano+tracy@gmail.com (Agent) and raycarrano+9@gmail.com (Admin) both passwords are Test1234
Backlog Unresolved --
  • CreatedDecember 6, 2023 8:27 PM
  • UpdatedDecember 11, 2023 1:57 AM
BRDOX-240 AGENT >>> Editing a Closed Transaction
  • Client_resolved
  • Discovery
This is an OLD issue that was resolved, but is an issue agai...
This is an OLD issue that was resolved, but is an issue again after I created a new company...for an AGENT when a Transaction is in CLOSED Status...They should be able to EDIT: Contacts, Documents, Timelines, Showing Instructions, Notes.....(they are WRONG and can't be edited now).......they should NOT be able to EDIT...; Transaction Detail, Commissions (they are correct and can't be edited now, so leave those 2 the way they are)
Done Done --
  • CreatedDecember 6, 2023 8:25 PM
  • UpdatedDecember 7, 2023 6:09 PM
BRDOX-239 Permission Default for Agents
  • Client_resolved
  • Discovery
I changed 1 Transaction from ACTIVE to CLOSED DOCS REQUIRED....
I changed 1 Transaction from ACTIVE to CLOSED DOCS REQUIRED.
- By default, the Transaction disappeared from the AGENTS account
- In Permissions, Agents should be able to VIEW Closed Transactions by Default. Once I checked the box, all was good.
- By Default, Agents should be able to Add/Edit their own Timelines
Done Done --
  • CreatedDecember 6, 2023 8:20 PM
  • UpdatedDecember 8, 2023 8:09 AM
BRDOX-238 Adding a New Transaction scrolling issue
  • Client_resolved
  • Discovery
When Adding a New Transaction, when you go to the next secti...
When Adding a New Transaction, when you go to the next section, it's all Gray Space that appears on the next section. You have to scroll up to see the next section. Doesn't look good
Done Done --
  • CreatedDecember 6, 2023 8:17 PM
  • UpdatedDecember 7, 2023 6:15 PM
BRDOX-237 New Transaction red # not showing in Left NAV Bar for ADMINS
  • Client_resolved
  • Discovery
I added a new Transaction. Theres no RED # in the Left NAV b...
I added a new Transaction. Theres no RED # in the Left NAV bar for Admin showing there's a New Transaction
Done Done --
  • CreatedDecember 6, 2023 8:16 PM
  • UpdatedDecember 8, 2023 8:07 AM
BRDOX-236 Clicking ? in any Transaction refreshes the page
  • Client_resolved
  • Discovery
When you click ? in any Transaction >>> Commissions, it clos...
When you click ? in any Transaction >>> Commissions, it closes the Commission section and brings you back to the Transaction Overview. Max and I discussed
Done Done --
  • CreatedDecember 6, 2023 8:15 PM
  • UpdatedDecember 7, 2023 6:06 PM
BRDOX-235 Company Setup >>> Add Users
  • Client_resolved
  • Discovery
During Company Setup, when you get to the ADD USERS section ...
During Company Setup, when you get to the ADD USERS section and click to Add Users, it takes you to ROLES first...Then Add Users interview comes next
Done Done --
  • CreatedDecember 6, 2023 8:14 PM
  • UpdatedDecember 16, 2023 5:43 PM
BRDOX-234 Company Setup >>> Adding Branding Resources section
  • Client_resolved
  • Discovery
During COMPANY SETUP, when adding BRANDING RESOURCES, they d...
During COMPANY SETUP, when adding BRANDING RESOURCES, they don't populate at the dialogue box so you can't see Document names after you click ADD. They are getting added, but the User will think somethings wrong because you can't see the document during the add process
Done Done --
  • CreatedDecember 6, 2023 8:14 PM
  • UpdatedDecember 7, 2023 6:27 PM
BRDOX-233 When user clicks on hte question mark he redirects to the transaction Потрібно щоб при кліку на підказку його не викидало з сторін...
Потрібно щоб при кліку на підказку його не викидало з сторінки, а просто показувало дескріпшн
Done Done --
  • CreatedDecember 6, 2023 12:45 AM
  • UpdatedDecember 6, 2023 1:31 PM
- Summary Progress View more

Summary Progress

Key Subject Labels Request Attachments Status Dates
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Tasks Assign to Client

Key Subject Request Attachments Priority Comments Status Resolution Current Environment Labels Dates
11 Tasks Assigned to Team View more

Tasks Assigned to Team

Key Subject Request Attachments Priority Comments Status Resolution Current Environment Labels Dates
BRDOX-436 MESSAGES Agents can't send Messages to ADMINS...should be able to pic...
Agents can't send Messages to ADMINS...should be able to pick ALL ADMINS , MANAGER or Choose Admins individually
-------------------
UPDATE: Please see the link -> https://docs.google.com/spreadsheets/d/1LMiqJ0Uiedhp9MH_JLO0dqtAU-mzxf9akuFMPR7p708/edit?gid=695632687#gid=695632687
Shows the permissions by the role
High
Ray, I don't remember that there were permissions for Agent able to send messages to other roles. Please review the google sheet with permissions and see the attached screenshot. If you need these enhancements, we certainly can make it happen.
Yes, enhancement estimate
In Progress Unresolved --
  • Discovery
  • Request_to_team
  • CreatedOctober 8, 2024 12:46 AM
  • UpdatedOctober 8, 2024 6:14 PM
BRDOX-435 Transaction Search needs updating Transaction Search needs updating. Transactions >>> Deals Su...
Transaction Search needs updating. Transactions >>> Deals Summary search has to have a DATE RANGE, not just LAST 6 MONTHS, LAST MONTH, THIS YEAR
Highest Backlog Unresolved --
  • Discovery
  • Request_to_team
  • CreatedOctober 3, 2024 9:31 AM
  • UpdatedOctober 3, 2024 9:31 AM
BRDOX-434 Answer URGENT Why am I not getting any answers on my Tickets. the terms of...
Why am I not getting any answers on my Tickets. the terms of our Servicing Agreement are being violated by not answering.
Highest Backlog Unresolved --
  • Discovery
  • Request_to_team
  • CreatedSeptember 24, 2024 9:19 AM
  • UpdatedSeptember 24, 2024 9:19 AM
BRDOX-433 URGENT: Adding OTHER Contact to Transaction Error URGENT: Any Role (Admin, Agent etc) Adding OTHER Contact to ...
URGENT: Any Role (Admin, Agent etc) Adding OTHER Contact to any Transaction gives an Error...Undefined index: role_id Server response: 500
Highest Backlog Unresolved --
  • Discovery
  • Request_to_team
  • CreatedSeptember 16, 2024 9:11 PM
  • UpdatedSeptember 17, 2024 1:54 AM
BRDOX-432 Admin >>> Notifications Admin >>> Notifications - I have 11 new Notifications in my ...
Admin >>> Notifications - I have 11 new Notifications in my Inbox, but the Left NAV is not showing the little red dot with 11 displaying
Highest Backlog Unresolved --
  • Discovery
  • Request_to_team
  • CreatedSeptember 15, 2024 11:26 AM
  • UpdatedSeptember 15, 2024 11:26 AM
BRDOX-431 Messages don't go to Admins When Agents are able to create Messages, the messages go to ...
When Agents are able to create Messages, the messages go to the Agents as they should. But they don't go to Admins or Managers...why not?
High Backlog Unresolved --
  • Discovery
  • Request_to_team
  • CreatedSeptember 15, 2024 11:16 AM
  • UpdatedSeptember 15, 2024 11:16 AM
BRDOX-430 Super Admin Functions not working Super Admin - Trying to extend a Trial Period for a User Kei...
Super Admin - Trying to extend a Trial Period for a User Keith McCallister. Error messages when trying to modify or extend subscription
Highest Backlog Unresolved --
  • Discovery
  • Request_to_team
  • CreatedSeptember 12, 2024 1:31 PM
  • UpdatedSeptember 12, 2024 2:01 PM
BRDOX-429 Accounting >>> Agent Summary Accounting >>> Agent Summary - TOTALS columns do not match. ...
Accounting >>> Agent Summary - TOTALS columns do not match. Also need to be able to sort by any of the columns. Default "SHOW" should be ALL and choices for display should be 25, 50 and 100. This is an old Ticket that I cannot find anywhere in the system
Highest Backlog Unresolved --
  • Discovery
  • Request_to_team
  • CreatedSeptember 11, 2024 4:34 PM
  • UpdatedSeptember 12, 2024 9:29 AM
BRDOX-419 Estimate: Notifications >> Replies I need an estimate for when Agents (or whomever) reply's to ...
I need an estimate for when Agents (or whomever) reply's to a Community Note or a Notification Sent, that I can reply to that comment...See 2 screen shots
High
  The estimate is 8 hours for such functionality. please reply when agreeing to move forward. 
This functionality would be for anyone in any Role correct? So if an agent posts a Community Note, and someone replies, that original person could reply to them?
Ok let's do this one
Done Done --
  • Discovery
  • Request_to_team
  • CreatedJune 4, 2024 2:59 PM
  • UpdatedSeptember 15, 2024 11:28 AM
BRDOX-405 Estimate: Accounting >>> Agent Summary >>> # per page Accounting >>> Agent Summary >>> # per page - (1) Please put...
Accounting >>> Agent Summary >>> # per page - (1) Please put an option for "ALL" when showing # PER PAGE and make the default "ALL"...(2) Also, there is no way to SORT the columns...the order of the list seems completely random...Would like ability to sort by: Name - Office - Volume $ - Agent $ - Company $

Default = 100; Add option = ALL; 
The total should be moved over one column (see screenshot)
Medium
 Estimate is 5 hours for this task. please reply when proceeding ( assign back to the team with approval note)
The column alignment needs to be fixed. right away pls
Backlog Unresolved --
  • Discovery
  • Request_to_team
  • enhancement
  • CreatedApril 4, 2024 1:06 PM
  • UpdatedSeptember 16, 2024 1:32 PM
BRDOX-400 Timeline email reminders not working Timeline email reminders not working. I tested it and my age...
Timeline email reminders not working. I tested it and my agents aren't getting theirs either
Highest
 Good afternoon!
The email sending for events has been fixed!
ScreenShot - 
!email.png|thumbnail!
Not done
Reminders were fixed. please verify and close this task
They are STILL not working from INSIDE A TRANSACTION
Done Done All Environments
  • Discovery
  • Request_to_team
  • CreatedMarch 22, 2024 9:11 AM
  • UpdatedSeptember 15, 2024 11:21 AM

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