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Engage Administration
Engage Administration
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2022-08-10 Release Notes

Date

August 10, 2022

Issues

35 issues

Important highlights from this release

  • Enhancements to giving sets:

    • Set background color

    • Add header/footer text

    • Ability to disable recurring giving

  • Ability to set the organization website (supports an upcoming enhancement to add banner images)

  • Email notification

    • Ability to set the sender's name and reply-to address on notifications 

    • Transaction failure notices for giving now indicate if the gift was recurring

    • Password reset emails no longer go to CDM+ support

    • Refined all notifications for consistent layout

  • Internal upgrades, fixes, and minor enhancements

All updates for this release

Branding

  • ENG-159 Story - Ability to customize giving sets

  • API-1162 Story - Build endpoint for Organization Website

Code

  • ENG-1819 Bug - [DEV] Cleanup SCSS warnings on compile

Data Access

  • API-1053 Story - Pass along the client IP and user agent for audit logging

Database Management

  • API-782 Story - Ability to restore a backup file to a new database

  • API-1048 Story - Add an endpoint to get the number of connections for a hosted database

  • API-1056 Story - Download hosted backups with the API

  • API-1077 Story - Allow Ferret to request database information from API

  • API-1089 Story - Create an endpoint to get the size on disk for a hosted database

Deployment

  • API-1170 Story - Update configuration credentials to include API key base

Giving

  • API-1172 Bug - Cannot open Edit Gift page

  • ENG-1827 Bug - 'Back' and 'Select Different Fund(s)' buttons not working when creating or editing Scheduled Gifts/Giving Sets

  • API-1157 Story - Build endpoint for 'enable_recurring'

  • ENG-1735 Story - Toggle for Recurring Giving (enable_recurring)

Login

  • API-1171 Bug - Creating a new account for a database without the 'username' column on engage.user throws an error

  • API-1165 Story - Change the password reset email to come from noreply or the organization

Notifications

  • API-1062 Story - Create a utility to build email address blocks

  • API-1063 Story - Make all emails use one parent layout

  • API-1066 Story - Enhance transaction failed notifications to say if they are a recurring gift that the gift was cancelled

  • API-1143 Story - Save sender name and reply-to email in engage_settings_endpoint

  • API-1144 Story - Use sender name and reply to on fgmobileprovision in all emails if populated

  • API-1166 Story - Emails sent from Engage should use the organization name as the sender's name

Provisioning

  • FER-203 Story - Update ferret to load database information from the API on a given host

Session Management

  • API-939 Story - Allow authenticating from CDM+ using a CDM+ User

Settings

  • ENG-1644 Story - Allow organizations to set the sender and/or reply-to email address for notifications

  • ENG-1761 Story - Input to add an 'Organization Website'

  • ENG-1815 Story - Show default values in reply-to and sendername fields when the user hasn't populated them

  • ENG-1816 Story - Move Publish setting to the bottom

Snap

  • API-1145 Story - Use short codes for urls for SNAP pdfs

Tech Stack

  • API-511 Story - Upgrade to Rails 7

  • API-976 Story - Upgrade to Ruby 3.1

UCC Profiles Portal

  • API-1026 Bug - Unable to download draft profile when there is no background check

  • API-1169 Bug - Having additional_details blank causes an error

  • API-981 Story - Include first name, preferred name, and Person ID in all UCC emails

  • ENG-1692 Story - Group church positions with reference requests instead of under search and call