Magento 2 Extension Customer Documents

The license is valid for one Magento installation, including multi-website operation. Additionally, the module can also be installed on any number of development or staging servers.

Installation & configuration are generally not included in the price. We'd be happy to assist you with seamless integration into your system.

You can pay by credit card (via Stripe) or bank transfer (prepayment).

If you choose to pay by credit card, your order will be processed immediately and you will receive the Composer access details directly in the order confirmation.

After credit card payment, you'll immediately receive access credentials to download the module via Composer. For bank transfer payments, access is granted once the invoice is paid.

Custom requests? No problem! We tailor our Magento 2 modules to your project and maintain a dedicated internal version, so we always know exactly what's running on your system in case of support requests.

Unfortunately, we cannot provide a local demo version. However, our public demo shop is always up to date — feel free to test the module there under real conditions.

If you have any questions about specific features, feel free to contact us.

You can add a support package to your order. It includes assistance, updates, and upgrades related to the module. You don't need to subscribe continuously — only when you need it.

You can easily purchase an update by credit card.

You can complete the purchase on the license update page.

Feel free to contact us by email.

Added

• Added PHP 8.4 compatibility

Fixed

• Fixed an issue with incrementDownloadsCounter

Added

• Added suggest entry to composer.json referencing the CustomerDocuments Sample Data package for easier onboarding

Fixed

• Show download as ZIP file option only if customer has access to at least one document

Added

• Added a configuration obscure_filename to obscure the filename (e.g., `file_64e1f8a9c3b4a.pdf`) when downloading a document - this adds an additional layer of security to prevent direct access to files by their original names
• Added feature to restrict a document within dates (valid from date & valid to date) - disabled by default
• Added instructions in README.md for web server configuration to block direct access to the document folder for enhanced security

Changed

• Changed the public download path to `/customerdocuments/download/file?id=document_id&password=password` , please make sure to update your public download links accordingly
• Removed the resync upload path functionality and config button, as it is replaced by observer logic
• Improved display for public download URL in customer document form in admin area, now it shows the full URL with the document ID and password dynamically
• Removed some redundant functions and methods in the codebase to streamline the extension

Fixed

• Fixed issue with back button in admin area (customer documents form, customer documents category form)

Fixed

• Fixed issue accessing the customer documents category menu in admin area

Fixed

• Fixed issue when creating document and customers/customer groups within the same request

Added

• Added feature to download all documents as ZIP file (the password protected files, if any, will be automatically excluded) - disabled by default

Added

• Added link "My Documents" in the customer head section (store config, enabled by default)

Added

• Added Public URL on Admin UI Form to copy & paste the URL easily

Changed

• Added DB column created_at to email notification table

Fixed

• Fixed error message shown when customer document file was deleted in edit form
• Fixed wrong error message on public download when password was not provided
• Fixed sorting issue under My Documents
• Fixed incorrect value display for "Is Public" under My Documents

Added

• Added "Max Downloads" attribute to define a maximum number of allowed downloads per document
• Added added email notification table to check if any errors occured during sending process
• Added system store config option to directly add document as attachment inside the email

Changed

• Changed email to queue processing using cronjob
• Refactored complete Admin UI using UI forms
• Changed Category, Customer and CustomerGroup Classes/Models to add prefix "Document" (CustomerRepository -> DocumentCustomerRepository)

Fixed

• Fixed issue with sorting parameters in frontend My Documents section

Changed

• Changed logic of email store: Now, the store for the selected template will be fetched from the customer's store_id

Fixed

• PHP 8.3 compatibility bugfixes
• Fixed ambigious column issue in customer documents grid
• Fixed sorting issue in customer documents grid

Added

• Added fulltext search in customer documents admin grid
• Added pager and limit feature for frontend customer documents grid

Changed

• Moved the customer_group values (previously stored as comma-separated values) into a dedicated relation table customer_document_customer_group for better data management
• Added a data migration patch to transfer existing customer group data into the new relation table
• Improved performance when handling large datasets by optimizing database queries and reducing memory usage
• Changed System class for displaying extension information

Fixed

• Fixed issue with Cronjob DeleteMissingFiles

Added

• Added link entity: Now customer documents can be linked to any entity in Magento 2, e.g. orders or invoices
• Added automatic cronjob to connect the documents based on defined patterns (defined in the system configuration)
• Added functionality to both use password protection and public document (see README.md for further instructions)
• Added feature to show documents per category, added system configuration
• Added system configuration: Show Document Name
• Added system configuration: Show Password Notice
• Added system configuration: Delete Missing Files (Cronjob)
• Added support for Magento_RemoteStorage (by using Filesystem method of Magento 2)
• Added Magento_CSP Compatibility (works for Magento 2.4.7 onwards)

Changed

• Changed to a more secure approach for password protected documents
• Changed config paths (a Patch will automatically move your settings)
• Removed MageB2B\CustomerDocuments\Helper\Common (in favor of Helper\Data class)
• Removed MageB2B\CustomerDocuments\Helper\Config (in favor of Magento\Framework\App\Config\ScopeConfigInterface class)
• Removed MageB2B\CustomerDocuments\Helper\Logger (in favor of \Psr\Log\LoggerInterface class)
• Renamed "Publicly Available" to "Is Public"
• Use yesnoSource Class for Customer Document Form

Fixed

• Removed action columns for Download Report menu

Fixed

• Fixed icon issue on Download Report menu in admin area

Added

• Updated README.md

Added

• Added patch to add General category if it doesnt exist (to avoid issue when accessing category grid in admin with empty categories)

Fixed

• PHP 8.2 compatibility bugfixes

Changed

• Improved email template

Changed

• PHP docs

Added

• Added a store config "Enable Sidebar" - only if store config is enabled, sidebar block will be rendered

Fixed

• Fixed various issues around grid filter, added category dropdown filter instead of text
• Fixed mass action delete on grid

Added

• Added a button "resync upload path" to resync the upload path after changed, so every file will be moved automatically

Changed

• replaced setFrom() method with setFromByScope()

Fixed

• Added uninstall routine

Fixed

• PHP8 Compatibility bugfixes

Added

• Field updated_at added
• Added password on document grid

Fixed

• Removed new button from report grid

Fixed

• Composer.json bugfixes

Added

• Added README.md and CHANGELOG.md

Added

• Added compatibility with customerdocuments 1.5.0

Added

• Added compatibility with customerdocuments 1.4.0, added send_email flag and functionality to queue emails from import

Changed

• Downgraded to version 1.3.1

Changed

• Changed version constraint for new version
• Import changes especially for customer group table change

Changed

• Version 1.2.0 which will support new MageB2B_CustomerDocuments 1.2.0 (classes were removed)

Changed

• Changed homepage in composer.json

Fixed

• Fixed undefined issue on variable

Fixed

• Fixed undefined constant issue on sample file download

Fixed

• fixed composer.json, bump version to 1.0.1

Added

• Added dependency for package mageb2b/customerdocuments inside composer.json
• Output validation errors on CLI import

Changed

• Updated import class to add updated_at column
• Replaced MageBTB->MageB2B
• MageBTB_CustomerDocumentsImportExport -> MageB2B_CustomerDocumentsImportExport