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Portal - Dev Sprint 78

· 7 min read
PosDealer Experience Team

Outlet Management for Middleware components, New Export experience for AT

In sprint 78, development was mostly focused on preparing for the additional challenges that come along with operating Middleware components in the German market. Since most components in Germany are configured for just one outlet, we extended the portal's outlet management capabilities to fulfil this requirement.

Features

Data exports

Add the new Export view for AT

Export Creation

We added the new Export Creation View to the Austrian market. This should give our users a simplified and more reliable way to start exports.

The new Export Creation View uses our new Exporting system which drastically decreases the times for creating an export from hours or even days to a few minutes, depending on the size of the queue.

We also added a new category of export to the page, called PosArchiveAT. This Export is a combination of the full export (XML) and the DEP 7 export, which is required for finance audits.

new-export-page-at

Export Retrieval

We also revamped the export page, which can be found in the Tools section. The new page loads very quickly and displays all exports created with the new Export System. If a previously created (older) export is missing on that page, it can be accessed by clicking on the "Previous Exports" button.

new-export-page-at

Middleware Configuration

Configuring Outlets for Middleware components

Since we do have the requirement of binding Queues and SCUs to specific outlets in Germany, we added a setting for selecting the Outlet that the Queue/SCU should be created for. For Germany and France this setting is required. In Austria, selecting an Outlet is optional.

queue-configuration-location

When configuring helpers you can add an outlet, but it is not required. Especially for some specific helpers, it sometimes makes no sense to select an Outlet, hence it can be skipped for those.

helper-configuration-location

When creating or configuring CashBoxes, users now have two options: it is both possible to configure the outlet, or to the field empty.

  • If the field is empty during the creation, the next available outlet number is automatically selected to make sure that the queue is not placed into an invalid outlet.
  • Changing an outlet afterwards (e.g. because this setting was skipped during creation) is possible via the Edit dialog.

We will continue to improve this feature, and will add additional functionalities to make it easier to see in which outlet the selected component is running.

DE - File Upload Helper and AKO file browser

In preparation for the upcoming AKO product, a Middleware helper was created that watches a local directory and uploads all created files into our revision-safe storage. This can especially be helpful if a POS system produces files on it's own that need to be archived because of legal reasons, e.g. POS-specific exports.

The helper can - as usual - be configured via Configuration - Helpers, where it's possible to specify an upload and an archive directory:

upload-helper-configuration

All files that are created in the upload directory will be transfered to our storage, and moved to the archive folder afterwards. In this first prototype, subdirectories are not yet supported.

After files were successfully uploaded, they can be displayed and downloaded from the Portal in Tools - AKO-Filebrowser:

upload-helper-configuration

Failed to load more than 1000 ReceiptJournals

Our monitoring showed that displaying receipt journals failed for some customers when trying to access very large queues. The reason for this issue is a limitation in one of our backend systems. We for now resolved this by setting a cap of 1000 receipt journal entries that can be loaded.

FR - Fix for failing SCU creation if no proper outlet is configured

When trying to create a SignatureCreationUnit with an outlet that has no properly configured business number, the creation failed with a 500 error in the French portal. This was resolved, as users are now notified with an error message in case of no properly configured outlets:

fr-configuration-location-wrong

In case you are affected by this, please make sure that the company's configuration is valid that the selected outlet has a correct location ID.

DE - Hide non working Helpers in German market

Since 1.2 helpers are not compatible with the 1.3 Middleware, we removed all helpers that have a version number lower than 1.3 in the German market. This should make sure that it's impossible to create configurations that will fail at runtime.

DE - Display error message when CashBox contains QueueDE without an assigned SCU

Our monitoring showed that some of our customers were running into an issue when trying to start a CashBox with a Queue that has no SCU assigned. We extended this functionality with a check to make sure users are aware of this requirement. When the "Rebuild configuration" button is clicked, an error message is now displayed in case this is configured incorrectly.

cashbox-wrong-queuede

DE - Filter ReceiptJournals and ActionJournals by type

To simplify finding specific receipt journals or action journals in the Portal, we added a filter functionality to the respective pages. It is now possible to limit the display one of the following receipt types:

  • All receipts
  • Zero receipts
  • Initial operation receipts
  • Out of operation receipts
  • Monthly receipts
  • Annual receipts

de-receiptcases

Fix error when showing receipts without references

In some cases the data that is snet to the middleware doesn't contain the necessary information that we'd expect. We reworked the page where you can show a receipt to be more errorsafe when it comes to missing fields.

Performance improvements for Queue list

While working on the outlet management feature, we noticed that the Queue page performance can be improved by optimizing how we query our backend systems. Changing this lead to 8x-10x faster page loading time (depending on how many queues are configured in the respective account). Especially accounts with many queues should see greatly improved page load times. The gif bellow shows the difference quite clearly.

new-export-page-at

Fix failing bulk update for active queues

In some cases, bulk-updating many queues could fail when the respective queues were active and uploaded data at the same time as the update was performed. This was especially relevant for customers with a large amount of queues, as chances were high that one of them were active during the update.

This issue is now resolved.

User Management

Outlet Management

One of the main features we have tried to improve in this sprint is the management of Outlets in the Portal. Hence, we made several changes that should make it easier to use, configure and add outlets. In the next sections we will go into the details of these new functionalities.

Distinction between primary and additional outlets

We received the feedback that even if the old outlet page contained all necessary information, it was sometimes hard to differentiate between the primary outlet (main address of the company) and the other outlets that users can add for each of their additional company addresses. To simplify the distinction between these different categories of outlets, we reworked the UI to have two main sections - one for the primary outlet, and one for all the other outlets.

new-outlets-page

Searching / Pagination and exchanging fields that are shown in the table for outlets

In addition to the separation between the categories, we reordered some fields and added a search box that should simplify looking up specific outlets. The look and feel of the page was adjusted to the Middleware configuration pages as well. Finally, we added pagination to make sure we are not displaying too much information at once.

new-outlets-page-search

Next steps

In the upcoming sprints, the development team will continue to improve the outlet management feature. One very frequently requested feature that will be implemented is the bulk import for many outlets. Additionally, we will improve the shopping experience so that users are able to buy outlet-based products.

Feedback

We would love to hear what you think about these features. To get in touch, please reach out to feedback+portal@fiskaltrust.cloud.