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Richard Marsot edited this page Apr 28, 2023 · 54 revisions

4/28/2023

  • Fix account picker to add more than 3 cards - use grid template with 3 rows - allow to hide icon
  • Add account details for extra info - can be turned on/off in settings - off for all industry by default except retail_bank
  • Add 'url' parameter support in 'menuitems' - can be used to point to a real url or to a quicklink using deeplinking

4/14/2023

  • Added support for showing a single offer for the account even if the CDH is configured to returned multiple Tiles

1/3/2023

  • Added support for hide assignment header in pega web embed UI with Constellation UI

12/1/2022

  • Added support for built-in offers - since the micro-sites functionality is deprecated in the CDH, uplus now allows to support built-in offers where the details of the offer will be rendered automatically by the uplus application including the accept/reject offer action.

7/7/2022

  • Added support for appID for the CDH when using v3 protocol and CDH is configured in Multi-app (Pega 8.8 or higher)
  • Added support for recent activity to be rendered as mashup - if url is not configured will default to the hardcoded recent activity
  • Added support for show Attachment when using the mashup web component using the DX API (v1 or v2) - the settings is global to all the mashups.

3/17/2022

  • Major refactoring of the app - The app is now upgraded to use Vue 3 instead of 2 - the bundle generated in 'docs' is now smaller and the same JS files are used for all industries. The app also no longer works as a PWA app and does not use the service worker. These changes should be transparent from a deployment and functionality standpoint but if you have done some customization, you might want to be careful - if you want to use the older version (before the refactoring) you can download the war file here https://github.com/pegasystems/uplus-wss/releases/tag/1.4.0

3/10/2022

  • Improve support for extra offers with CDH - the pages for retail_bank did not correctly support the offers from the CDH (offer1.html, offer2.html...) - Fix page to call the container endpoint when changing the offer page, fix the previous and current page parameter, expose additional settings in the CDH to use a different containerName for each offer.

10/8/2021

  • Fix a bug where the 'learn more' button in an offer would not navigate to a new page and open the offer on a mobile phone

6/8/2021

  • Updated the Mashup web component to the latest version compatible with DX API v2 in Pega 8.6
  • Updated branding to use custom CSS variables (brand color and interactive color) - the theming can be changed under the General tab on the Settings page.

5/28/2021

4/9/2021

  • Fixed an issue where chatbot was not loading when using auto-login and use a todo list - the 2 mashup scripts were loaded in the DOM - added some code in the Chat to prevent loading the mashup script is already loaded.

4/7/2021

  • Changed the main header for a government site
  • Do not show the loading indicator for offers if the container is empty or the placement is not configured.

3/17/2021

  • Fixed issue where Co-Browse was not initialized when using the new Digital Messaging server

3/9/2021

  • Fixed issue when using data-isretained to true in a Mashup - When reaching the confirm screen in a quicklink and if the quicklink is configured as a create, we would retain the state and not allow to create a new case - the change made automatically clears out the session if the mashup is a quicklink and reach the confirm screen
  • Added a setting for each Pega Mashup to expose the ability to retain the state of the mashup - the default setting is set to true - the feature can be turned off if you don't want the mashup to persist the state
  • Added support for the new Chat messaging using the Digital Messaging server - this becomes the default configuration - a checkbox is available to use the legacy Pega Mashup-based chat.

3/3/2021

  • Fixed issue where the parameters passed to a deep link were reused when clicking on navigating back - the change will reset the deep link state once the Mashup is rendered.
  • Added ability to show progress indicator while loading a CDH offer

2/22/2021

  • Fixed issue with language switch to support more than 2 languages. Before this bug, the switch would toggle between the first 2 languages.
  • Fixed issue with the home hero static offer - the title, msg, and link names were not getting localized correctly

1/16/2021

  • Added support for 4 new offer pages for Customer Decision Hub for the retail_bank industry. Other industries could have additional pages too but they are not exposed. New language tokens added for these 4 pages. The offers in the lang file is now an array list.
  • Offers will now show the main navigation link and can be accessed when authenticated or not and can transition the login state while staying active
  • Added support for the browser back button

1/7/2021

  • Added support for tenantid in all the mashup configuration including Chat.

12/7/2020

  • When using the app on a phone, the home page was shown when using the quicklinks to authenticate the user (pega_userid=xxx) - it is not possible to go directly to the quicklinks page (middle page) by adding the extra parameters todoclass = - for example /retail_bank/index.html?pega_userid=xxxx&todoclass=Data-Portal

11/01/2020

  • Added new General category under settings to allow to configure Google Analytics and two-factor authentication
  • provided ability to set Google trackID and to turn On/Off analytics - By default GA is turned ON with a trackID used by the uplus app
  • Added support for two-factor authentication - When turned on, a one-time password (OTB) will be generated by the Pega Platform. The OTP can be received through email or sms. The DX API endpoint authenticate/OTP is used to send the OTP and verify the OTP. To use this feature, it is important to set the OTP send to in the users settings for each user.

10/28/2020

  • Added the web.xml in the WEB-INF folder to handle automatically the 404.html redirect
  • Do not generate the card for the quicklinks on desktop if all quicklinks are hidden

10/21/2020

  • Reverted some of the changed done on 6/30/2020 for the RTS event and will now send back the original parameters.
  • Changed Mashup configuration to set data-pega-isretained to true - Passing data-pega-isretained to true will make the same work object render on browser refresh for mashup actions createNewWork and openAssignment. After this change, doing a browser refresh on quicklinks will keep the mashup in the previous state - added logic to terminate the Mashup requestor for quicklinks when moving back to the account page.

10/16/2020

  • Reverted some of the changes done on 6/30/2020 - the endpoint for the RTS event is reverted back to 'DigitalActivityStream' instead of 'Event'. Other changes done on 6/30/2020 on the parameters sent through the URL are not changed.

9/29/2020

  • Added new setting to hide the button for the banner

9/10/2020

  • Fix parameter set on the Mashup when opening a KM article from chat - Remove the FromWSS=true parameter and instead pass the ArticleID through the preActivityParams parameter

image

8/12/2020

  • Updated pegaHelper JS file to support the action downloadBotTranscript

6/30/2020

  • Added support for the channel for Pega Marketing when using the real-time streaming API - the value was previously hardcoded to 'Web' and can now be set in the settings page
  • Fix the sendRTSEvent function to be aligned with the latest changes in realtimecontainerscript.js
  • Change the logic used to parse the service-worker and cache-manifest files to use a node script instead so that it can work on Windows machines.

6/13/2020

  • Added support for channelID in the setting page for each mashup - the channelID is passed as the data-pega-channelID parameter on the mashup div and is needed when Basic Access Control (BAC) is turned on

5/14/2020

  • Added ability to hide the KPI details for the health care sites - the settings is under the 'ToDo' component in the settings page
  • Added a new banner component that can be shown in the account page at the first component (above all the other components). The Banner is configured in the Settings page and can open a Mashup case, similar to Bill Pay. The background color of the banner is also configurable from the settings page as well as the ability to hide the component. The text of the banner can be configured in the lang file using the keys banner_xxx - the default values are banner_icon: pi-warn-solid, banner_title: Uplus Assistance, banner_desc: Need assistance? Start here to request assistance, banner_action: Request assistance

2/27/2010

  • Added site for UPlus Auto
  • Added ability to use KM while un-authenticated (e.g. from the home page). To use this functionality, enter the username and password in the KM settings page. The username and password set on the user page will still be used when authenticated.

image

2/10/2020

  • Fix an issue where the port 80 was automatically passed when configuring the Pega Marketing with https and not specifying a default port - After this change the port 80 will not longer be added when the port number is not specified in the Pega Marketing setting page. if using default ports, you just need to provide the url - for example http://hostname or https://hostname. If you are not using default ports, you can specify it through the port value image

2/5/2020

  • Fix copyright in the footer to use the current year - changed the string in the config.file for the copyright key to no longer contain the (C) and the year - after this update, the copyright string now only contains the company name (in this case Pegasystems) and can be customized.
  • Add support for Kownledge management on a mobile phone - the header will now display the 'Help' link in the header if KM is enabled.

1/31/2020

  • Page will automatically scroll to the top when changing pages.
  • proactiveURL request will be called again after login

1/30/2020

  • fix issue where the parameters set on the user where not passed to the PegaChat - this regression was introduced when upgrading the PegaHelper.js file to use dynamic function to get parameters
  • made changes to the URL path used for the proactiveURL '/prweb/PRRestService/CSSelfServiceNBA/V1/Container'
  • added new option to clear the chat session on logout - this new setting is available under the Pega Chat configuration. After logout, the Chat window will be auto-collapsed and the session will be logged out - a new Pega Chat session will be recreated

11/13/2019

  • added support for direct link to the hero page using the url ..../heroaction (for example https://pegasystems.github.io/uplus-wss/retail_bank/heroaction). This url also works on the phone application.
  • added support for the 3rd navigation item on the phone home page (right hand side) - the button will now directly go to the hero action. This functionality can be used open a mashup unauthenticated.

10/30/2019

  • added support for Pega Marketing proactive notifications in the Uplus application. The ChatBot Javascript code was updated to run the latest version shipped in Pega 8.4. The changes are compatible with Pega 8.3 and Pega 8.4. Two new settings have been added in the ChatBot configuration to turn on this feature and set the dismiss time.

10/22/2019

  • set the 'pySkipCookieConsent' to true for all Mashups - this will disable the page that is shown for AppleWebKit user agent (safari, IOS) indicating that 'This page displays information that requires cookies to be set'. the Pega Mashup JS code shows this cookie consent message for WebKit user agent, as it blocks third party cookies. On confirm action, the JS code hits the pega-url in a new window for the cookie handshake.

10/11/2019

  • improved home page with tiles

List of changes included in uplus-wss 1.1.0 delivered on 9/29/2019

see distribution https://github.com/pegasystems/uplus-wss/releases/tag/1.1.0

9/23/2019

  • added 2 new sites for health care: pharma and health services

9/16/2019

  • added ability to display the Pega Chat launcher as a floating button in the top bottom corner instead of as a tab on the right of the screen. The behavior is now the default one and can be changed in the settings page.

9/12/2019

  • added support for the account page on phone - the page provides the same functionality as on desktop
  • swap the account details with the todo widget in the account page - account details is now at the top
  • skip the quicklinks intro page for all industry except for insurance and retail bank

8/22/2019

  • added fix for the real-time data streaming to pass the MKTID cookie value if present as customer_id if the customer_id is passed as empty.
  • major changes in the settings page to match the updated design - the new setting pages are easier to use and work on a mobile device.

8/19/2019

  • Added new option under Pega Marketing called 'Enable Real-time data streaming'. The offers on the home page when served by Pega Marketing will be tracked through the real-time data stream functionality.

Once the setting is enabled, an overlay will be exposed at the bottom of the page to start/stop the real-time streaming. When the feature is enabled, hovering for more than 3 seconds on an offer will send a real-time event.

7/31/2019

  • Fixed issue where vertical scrolling was not working on a mobile device.

7/29/2019

  • Provided the ability to go directly through the Mashup for the following use cases:
  1. To show the Home hero action - set the url parameter index.html?homeHeroAction=1
  2. To show the Offer action - set the url parameter offer.html?offerAction=1
  3. To show the Bill pay action (needs username) - set the url parameter index.html?pega_userid=xx&viewBill=1
  4. To show the KM Help (needs username) - set the url parameter index.html?pega_userid=xx&viewKMHelp=1

7/25/2019

  • Reverted some of the changes to add geolocation attribute to the iframe - the previous change was using a customized version of the pegaIAC javascript file that is not compatible with PEga 8.2 and would cause Mashup to no longer work for 8.2 system. The correct fix which is to add the attribute when creating the iframe element is fixed in 8.4 but is not addressed in 8.2 or 8.3 - If you have a use case, where geolocation is required, the options are:
  1. use a browser than does not implement feature policy - right now only Chrome on desktop and Android supports this setting - https://developer.mozilla.org/en-US/docs/Web/HTTP/Headers/Feature-Policy
  2. download the 'docs' folder and serve the pages on your own application/web server - set the request response header to allow for the geolocation feature policy
  3. Use the following site instead https://pegawss.firebaseapp.com (Github hosted pages do not allow to update the request response header)

7/23/2019

  • Changed how pegaMashupNavigateBack works on mobile - it will now go back to the home page instead of the quicklink page

  • Fixed issue with quicklink on mobile - Now when using the quicklink, the mashup will be shown immediately instead of the home screen

  • Provided the ability to pass extra parameters through a quicklink. The extra params are passed as is to the Mashup iframe. For example, if you use index.html?pega_userid=foo&quicklinkclass=Work-Test&param1=value1&param2=value2 then the Mashup for the quicklink will receive the parameters param1 and param2.

  • Fixed issue where the todo list was incorrect after login - the issue is fixed by sending a LogOff command to the ToDo Mashup; this will close the requestor and create a new requestor when logged in with a different user.

  • Added ability to hide a quicklink from the account page - go to the 'Quick Links' page under Settings and check the checkbox 'Hide from account page' to hide it from the account. The quicklink can still be accessed through the shortcut url using index.html?pega_userid=foo&quicklinkclass=Work-Test

6/26/2019

  • Added support for proactive chat. Upgraded the JS helper and CSS for chat to support the ability to send an o ffer through chat proactively. A Mashup UI could send the following payload to the top document to

Format of the proactive chat message:

{
    'command': 'ProactiveChat',
    'payload': {
        'action': 'offer|accept|decline|setStyles',
        'queue': 'QUEUE_NAME',
        'metadata': {},
        'style': 'left:30%;top:70%;'
    }
}

4 new API available available in the Pega app through the Clarity Theme:

  • pegaMashupProactiveChatOffer(queueName, metaData)
  • pegaMashupProactiveChatSetStyles(styles)
  • pegaMashupProactiveChatAccept()
  • pegaMashupProactiveChatDecline()

List of changes included in uplus-wss 1.0.0 delivered on 6/12/2019

see distribution https://github.com/pegasystems/uplus-wss/releases/tag/1.0.0

6/12/2019

  • Added new option under “todo” called ‘hide account details' - As such the main tile in the account page can only be used to show the todo mashup - all the other components can be turned off (bill pay, account details and recent activity) through the settings configuration

5/31/2019

5/30/2019

  • Fixed couple of issues with rendering the different pages on an Ipad

5/29/2019

  • Exposed ability to replace the image header of the home page as the Hero placement instead of inserting an image overlay on top of the header - this behavior is configurable through the Pega Marketing settings page
  • Exposed the AI overlay for the Pega Marketing offer - this can be turned on through the Pega Marketing settings page
  • Exposed ability to open a KM article using postMessage. This function will be used by Pega Chat to open the KM article directly into the uplus application using a similar function as
var showKMArticle = function(articleID) {
  strDomainsWhiteList.split(",").forEach(function(url) {
    top.postMessage({action: "showkmarticle", articleid: articleID }, url);
  });
};

5/28/2019

  • URL parameters passed to the offer.html will be passed directly to the Mashup configured in the Offer Action settings
  • Clicking on Knowledge Management 'Help' link will reload the mashup - Note that any internal state stored in the requestor of the Pega platform will be persisted
  • Expose the bill amount in the Account balance through the user settings - you can now update the value from your config file instead of being hardcoded
  • Update the geolocation allow attribute to allow any hosts

5/24/2019

  • Several optimizations on how Mashup is loaded - After these changes, the pzIncludeMashupScripts is now only loaded and shared across all the different Mashup pages and the Pega Chat. This avoids conflict issues between Pega Chat and Mashup and improved the load time of Mashup.
  • Fixed issue on IphoneXR where the header for settings was not visible

5/23/2019

  • added support for Pega Marketing Hero placement
  • couple of cosmetic changes for text and images

5/22/2019

  • added support for parameter 'isDeepLink=true' when using a deep link like 'index.html?pega_userid=test&quicklinkclass=foo'. The isDeepLink parameter is send as true for all Mashup configuration sent for the session; that includes the todo list or any quicklinks. The parameter is not sent when the user is not logged in through a deeplink. The deeplink state is reset on logout.
  • pegaMashupNavigateBack should now work correctly on a mobile phone as well as the pegaMashupSetIntent api
  • fixed issue with the height of the Knowledge Management iframe so that it takes the full height available
  • Removed the hardcoded width of 570px set on the iframe created when using a clickThroughURL from Pega Marketing.

5/21/2019

  • added support for Offer action which is the action available in the OTB offer.html page. clicking on the button will now open a Mashup that can be configured in the settings page under the 'Offer action' tab
  • moved support for 'pegaMashupNavigateBack' into the MainHeader so that it can be called from any pages like quicklinks or offers (before it was only support in the Account page).
  • Fixed regression introduced where the zoom of 0.8 was also applied on mobile phone. Fix centering of the uplus logo in the header.

5/20/2019

  • updated top level url when login to the account - support for the browser back button and refresh on the account page
  • extra parameters set on the user settings are now passed to the Pega Chat iframe on login
  • fixed issue with Pega Chat not correctly passing the accountID and contactID the first time
  • added API to pass the intent to the Pega Marketing system
  • Login button added on the home page on a phone form factor - offer is updated automatically after login using the CustomerID

5/17/2019

  • added ability to deep link into a quicklink page using the parameter 'quicklinkclass' which maps to the objclass in your quicklinks. For example to open a case type, you can do index.html?pega_userid=foo&quicklinkclass=Work-Test
  • Fixed issue where previousPage was cleared when clicking on the U+ logo
  • Deleted the PreviewGadget div generated by the Pega Chat when login into the application if it is present
  • Updated U+ logo for manufacturing as U+ Industries
  • Small update in the account page for commercial bank
  • Updated hero images for commercial and retail bank

5/16/2019

  • Updated the cash projections chart and the account table for commercial bank to be more aligned to the design
  • Added support for Knowledge Management - a need tab to set up the Mashup settings is present under the settings page - when configured, a "help" link will be displayed when logged in in the header
  • Updated the realtimecontainerscript JS to be in sync with Pega 8.3 - the updated version provide support for 'placement'. Updated the settings page and remove the MaxNumber of offers and instead replaced it by the placement and the click action. On click you can either do a top level navigation to open the offer (TopURL), open the url in a new browser tab or open it in a Mashup. Note that to get it work in a Mashup you need to make sure that the system is using https and is correctly configured for CORS.
  • Updated the offer page to also display the offers from the Pega Marketing- Added a new container type called "offer Page" under the settings page
  • Previous URL is now passed to the offer request - the previous url will use your objcase name for quicklinks or the offer name for an offer. it is set to index.html for the home page and account.html for the account page.
  • Few cosmetic improvements requested by the design team.

5/15/2019

  • Updated health for payer with new images and text
  • Added support for Pega Marketing offer - the ClickThrough url is now used when clicking on the 'learn more' link. The ClickThrough url will retrieve the offer url from the Pega Marketing system. Because the main doc url needs to stay the same, the clickthrough url is run inside an iframe.

5/14/2019

  • Added 2 new parameters under user settings: SubscriberID and extra params - the SubscriberID will be passed to Pega Marketing to get the offer - this avoid the issue where the accountID was used for both subscriberID and mashup parameter. the Extra params allows to add extra parameters related to this user that will be passed to any Mashup case.
  • Fix bug in user settings page where the username field was losing focus every time a character was typed
  • Updated manufacturing language files and secondary details picture - moved the secondary details picture into each industry instead of being shared for all apps.

5/13/2019

  • Force a reload of PegaChat during login and logout - when logged in - the ContactId, AccountID and username will now be sent to Pega Chat - on logout, these parameters are cleared.

5/10/2019

  • Updated all the translations and images for Comms and Insurance
  • Fix iframe width for the Pega Chat modal on a mobile to be only 300px. Height is left unchanged (should be fine on most mobile devices)
  • Added keyrates widget for commercial bank

5/9/2019

  • renamed health consumer as health payer
  • add support for offers through Pega Marketing - provide url and port number under settings - note that the Pega Marketing instance must run on https. For the account offer, the subcriberID is can be set under the user settings page and is passed to the API. Offer name for each page can be changed in settings - home page for phone also supports offer
  • provide ability to support Pega Chat through phone
  • improve upgrade logic for old config files so that the system is fully functional after upgrading an old file

5/8/2019

  • added ability to pass 'username' or 'pega_userid' as url parameter to the index page - this will automatically login the user and go to the account page.
  • fixed couple of issues with the commercial bank account page related to loading the todo list

5/6/2019

  • each user can be assigned an accountID and a contactID - these 2 parameters are passed to each Mashup automatically
  • added parameters for cobrowse url and token
  • updated PegaHelper.js to use the latest code - removed the included version of Jquery - added support for ProActive chat

5/3/2019

  • added support for extra parameters for each Mashup - the list of extra param is a comma separated list - for example param1=value1,param2=value2 - the extra parameter can be specified for each mashup configuration.
  • added ability to hide the recent activities (see setting under the 'ToDo' tab)
  • added ability to hide the bill pay (see setting under the 'Bill Pay' tab)

Known limitations / missing features

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