KAN Sprint 17

## What Our Development Teams Have Been Working On: A Simple Explanation

Here's a summary of what our developers have been doing to improve the system, broken down into categories.  Think of it as a list of improvements and fixes.

**1. Security & Admin Controls (Making things more secure and giving administrators more power)**

*   **Hiding Sensitive Information:**  We're making it so that regular users can't see certain important details like incentive titles and account numbers. This keeps that information protected.
*   **More Control Over Incentives:** Administrators can now add and remove dealer options directly when editing incentives.
*   **Tracking Changes:**  Whenever a "space" (think of it like a project or area within the system) is created or changed, a record is kept of the old and new values. This helps us understand what's changed and why.
*   **Management Fee Analytics:** Administrators now have access to reports and data about management fees.
*   **Space Duplication:** Administrators can now copy existing spaces, including all their associated details (SpaceItems). This makes it easy to create new spaces based on existing ones.
*   **Sorting Spaces:** Administrators can now organize spaces by production stage so they can see how the projects are progressing.
*   **Private Label Branding:** When logging in or signing up, the system now shows the name of our specific partner and clearly states that INDEAL provides the underlying technology.
*    **User Origin Tracking:** When someone creates an account, we are now tracking where that account originated from (which partner).
*   **Management Fee Creation:**  Administrators can now create management fees directly in the system.

**2. User Experience (Making the system easier to use)**

*   **Archive/Restore Clarity:** Users now have clearer options for archiving (putting something on hold) and restoring (bringing it back) objects. This makes it easier to understand the status of these objects.
*   **Stage Visibility:** When viewing spaces, each stage now has a colored chip and a helpful explanation (tooltip) so it's easy to understand the progress at a glance.
*   **Archived Toggle:**  Now, when you switch to see archived spaces, it will clearly display the deactivated spaces.
*   **Demo Environment:** A demo version of the new experience has been set up at `globaltest.indeal.org` so "global" users can see and test it.

**3. Content Management (Managing emails, keywords, and other content)**

*   **Blocklists:** We're adding the ability to create and manage lists of emails and keywords to block. This helps prevent unwanted content from appearing and unwanted users from submitting forms.
*   **Blocklist Management:** Users can now delete entries from these blocklists.
*   **Filtering by Blocklist:** We're adding the ability to filter content based on the blocklists (emails and keywords).
*   **Preventing Submissions:**  Blocked users can no longer submit "Request a Quote" forms or "Contact Us" tickets.
*   **Favicon Fix:**  The image that appears in the browser tab (the favicon) is now displaying correctly across the content management tool.

**4. Request a Quote (COI - Council of Industries) Improvements:**

*   **Quote Feature:**  The "Request a Quote" feature is being updated to include improvements requested by COI.  (Specifically, a request from Natasha to select multiple dealers.)
*   **Ticketing System Update:**  Joe at COI will receive an update to view the new ticketing system, along with contact requests until the release.

**5. Data & Exports:**

*   **Incentive Export:** Natasha can now export a list of incentives, including the amount earned at each location.
*   **Texas Wilson Export:** Sondra now has a way to export data specifically for Texas Wilson.

**6. Technical Improvements (Behind the Scenes)**

*   **Bug Tracking:** We're implementing a system (JIRA) to track and fix bugs and requests more efficiently. This means that we can receive and manage issues directly through the portal.



This list covers the main things our teams have been working on. It's all designed to make the system more secure, user-friendly, and efficient.

Tickets

  • (KAN-533) - As an admin, I would like to hide incentive title and indeal account number from general users.

  • (KAN-518) - As an admin, I would like to add include / exclude dealer options in 'Edit Incentive'.

  • (KAN-511) - When a space is created or edited Then a PortalUpdateLogs entry records old/new values So that changes are traceable

  • (KAN-510) - As an admin, I would like to see management fee analytics.

  • (KAN-517) - When toggling Admin Mode or Archived Spaces Then the grid reloads with the correct filters So that I can switch contexts quickly

  • (KAN-513) - As an admin I want to duplicate a space (including SpaceItems) So that I can fork an existing space without collisions

  • (KAN-516) - As a user I want clear archive/restore actions So that I understand the object’s state

  • (KAN-515) - When viewing spaces Then each stage shows a colored chip and a tooltip So that status is scannable and self-explanatory

  • (KAN-499) - COI wants the request a quote feature to include:

  • (KAN-502) - As Natasha, I would like to select multiple dealers at once in editing incentive.

  • (KAN-523) - Add ability to create and manage blocklists in Content Management (emails & keywords)

  • (KAN-522) - As a dealer, I would like to validate King's Furniture's earned incentive from Global Furniture Group.

  • (KAN-524) - Allow users to delete blocklist entries from Content Management

  • (KAN-525) - Filter content by blocklisted keywords and emails in Content Management

  • (KAN-526) - Prevent blocklisted users from submitting "Request a Quote" forms

  • (KAN-527) - Prevent blocklisted users from submitting "Contact Us" tickets

  • (KAN-528) - Fix favicon display issues across Content Management tool

  • (KAN-512) - As a portal user I want the archived toggle to show deactivated spaces So that I can switch between active-only and archived-only

  • (KAN-514) - As an admin I want to sort spaces by production stage So that I can review pipeline order

  • (KAN-488) - As an admin, I would like to create management fee in CRM.

  • (KAN-492) - The login experience should have the private label name in the login and signup but state that it is INDEAL powered

  • (KAN-493) - When a user creates an account, specify where the origin came from (which private label)

  • (KAN-501) - As Natasha, I would like to export the list of incentives and earned amount per location.

  • (KAN-453) - As CTO and Project Owner, I would like to be able to receive request or bug fixes via our portal using JIRA

  • (KAN-503) - As global, I want to see a demo of the new experience under globaltest.indeal.org

  • (KAN-507) - As Sondra, I need an export for Texas Wilson

  • (KAN-498) - As Joe at COI, he needs an update to view the new ticketing system. I will provide him with the latest contact requests till the release tonight

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