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RELEASE.md

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4.4.0 (2014/04/04)

Critical deployment changes

  • The oauth2 extension is now part of core. If you had its routes referenced in your config.js's extensionRoutes attribute, you should remove it.
  • Make sure you git submodule update --init --recursive

Features and bugfixes

  • Completed issue #22131 Drilldown support in analytic charts
  • Implemented issue #22656 Refactor panels and change visual presentation
  • Fixed issue #23012 Roles don't pull in translations
  • Fixed issue #23028 install_bi.sh NEEDS path to config file option
  • Implemented issue #23046 Update MW to create dynamic class id for enyo list items
  • Implemented issue #23086 Unified database build
  • Fixed issue #23094 Name/Date Overlap on Sales Order
  • Implemented issue #23108 Optimize XT.Data's buildClause to use joins on underlying tables and views
  • Implemented issue #23168 move OAUTH2 extension to core
  • Fixed issue #23183 *Converting sales order
  • Fixed issue #23260 Converting Quote to SO does not work

1.8.1 (2014/03/12)

Features and bugfixes

  • Fixed issue #22518 Post Production, Issue Materials, Enter Receipt, Post Receipt should update workflows
  • Fixed issue #22526 Add support to return materials from a Work Order
  • Fixed issue #22668 Can not save filters in mobile
  • Fixed issue #22746 Long project descriptions bleed into adjacent columns
  • Implemented issue #22782 Print pack list
  • Fixed issue #22901 Incident plus versions are not showing up
  • Fixed issue #23010 Sales Type workflow missing defaults
  • Fixed issue #23013 Due date does not calculate on Sales Order Worflow
  • Fixed issue #23018 Opportunities do not have default Currency

1.8.0 (2014/03/07)

Features and bugfixes

Implemented issue #19037 Summary on project

  • Implemented issue #21508 Add support for basic Work Order transactions
  • Implemented issue #22078 Add support for Backflush on Post Production
  • Implemented issue #22079 Add support for Close Work Order on Post Production
  • Implemented issue #22237 Add support to print and email Invoices
  • Implemented issue #22241 Add support to print barcode Location labels
  • Implemented issue #22243 Add support to print Item barcode labels
  • Implemented issue #22442 CRM sales pipeline charts for dashboard
  • Implemented issue #22459 Barcode capture use-cases
  • Implemented issue #22461 Silent print from nodejs
  • Implemented issue #22534 Add support Inventory Availability to web client
  • Implemented issue #22577 Private extensions under test
  • Implemented issue #22638 Add inventory availability information to Sales Order
  • Fixed issue #22645 Internal server error on dogfood
  • Fixed issue #22651 Natural Key Not Found Error on Empty DB
  • Implemented issue #22669 Add support for automatic supply order creation on Sales Orders
  • Implemented issue #22689 Support for a second jsdoc template
  • Fixed issue #22728 *Configure list is blank
  • Implemented issue #22750 Add project type to project list
  • Implemented issue #22822 Add support to for planned order list
  • Implemented issue #22971 Get tutorial up to date
  • Fixed issue #22980 Optimizations for K+H database

1.7.2 (2014/02/24)

Features and bugfixes

  • Fixed issue #22754 *DB log error is displayed on selecting to add a Bill of Operation Item for a new item
  • Fixed issue #22755 * It is not possible to add a Bill of Material Item to a new item
  • Fixed issue #22793 Characteristics not showing up on Customer Workspace
  • Implemented issue #22829 Registration via Website appears broken
  • Fixed issue #22839 Mobile installation disrupts invoices out of qt

1.7.1 (2014/02/10)

Features and bugfixes

  • Fixed issue #22659 Remove xt.obj inheritance to avoid backup column reordering

1.7.0 (2014/02/03)

Features and bugfixes

  • Implemented issue #22059 Approve for billing and create invoice at time of shipping
  • Implemented issue #22029 Cash receipt on sales order
  • Implemented issue #21229 REST - Add support for a count query
  • Implemented issue #22029 Implement Cash Receipt on Sales Order
  • Implemented issue #22059 Implement Approve for Billing(select for billing)/Create Invoice at time of Shipping
  • Implemented issue #22155 Add support for Purchase Order
  • Fixed issue #22181 *Tax adjustment is not added to the Total Tax of an Invoice
  • Implemented issue #22237 Add support to print and email Invoices
  • Implemented issue #22341 Add support for Work Orders
  • Fixed issue #22397 *Unit Cost and Tax amount values are not displayed in the Invoice Line and Return Line screens
  • Fixed issue #22398 *Fractional Tax values are rounded in the Sales Order Line/Quote Line screen
  • Fixed issue #22402 itemIspPrice() requires site_id for markup pricing to to work
  • Fixed issue #22436 Faulty Transfer Order line item statuses
  • Implemented issue #22498 build 1.7.0 with 4.3 database
  • Implemented issue #22500 Barcode prefix/suffix should be configurable
  • Fixed issue #22588 Customers with Credit Warning gets Credit Hold error message
  • Fixed issue #22622 Workaround Pentaho roles problem

1.6.0 (2014/01/15)

Critical deployment changes

Mobile Client connections to Pentaho are no longer defined by biUrl and biServerUrl in config.js. They are now defined by biServer and printServer. See the details in:

https://github.com/xtuple/xtuple/wiki/xTuple-Business-Intelligence

Features and bugfixes

  • Fixed issue #18338 Error running merge contacts in dogfood
  • Fixed issue #18401 Relation autocompleter menu gets in the way
  • Fixed issue #18505 Advanced search panel is blank on iPad
  • Fixed issue #18521 Automatically-added comments have "admin" as the name
  • Fixed issue #18635 Creating a user account in the mobile client does not create a CRM Account
  • Implemented issue #18637 Extend "Personal" privilege methodology to any property that can be tied back to a UserAccount ID
  • Fixed issue #18640 error in CRM Acct Merge
  • Fixed issue #18692 List Relation Box should be disabled for new records
  • Fixed issue #18695 Comments don't work on iPad
  • Fixed issue #18698 iPad sorts strings as numbers
  • Fixed issue #18699 classes: "right" iPad does not scroll smoothly
  • Fixed issue #18707 Can't switch databases on iPad
  • Fixed issue #18730 Task number read only status is erratic
  • Fixed issue #18731 Address placeholders are not translated
  • Fixed issue #18732 All postgres users are showing up in user list
  • Fixed issue #18769 Cookies are not being deleted in any test-cases
  • Completed issue #18770 Integrate node-router into node-datasource
  • Fixed issue #19017 *Unable to select the project on selecting to create a new incident in dogfood
  • Fixed issue #19199 Security on reset password.
  • Implemented issue #20689 Support for Barcode
  • Implemented issue #20962 Add support to enter Receipt transactions
  • Implemented issue #21038 Complete Issue to Shipping
  • Fixed issue #21476 *Unable to select back 'External' option as the Gateway for Credit cards in System Configuration screen
  • Implemented issue #21508 Add support for basic Work Order transactions
  • Implemented issue #21584 Organize pentaho properties in config.js
  • Fixed issue #21686 *Toolbar overlaps the Export icon making it unable to select in mobile devices
  • Fixed issue #21889 Mobile Web Client List View Items Overlap
  • Fixed issue #21909 ErpBI configuration not production ready
  • Fixed issue #21978 Item auto-populates on Sales Order when it should not
  • Implemented issue #22059 Implement Approve for Billing(select for billing)/Create Invoice at time of Shipping
  • Implemented issue #22067 Implement returns(credit memo)
  • Implemented issue #22072 Add support for Transfer Order
  • Implemented issue #22129 Support system printers for reports
  • Fixed issue #22151 Selecting ITEM-GROUP produces internal server error
  • Fixed issue #22152 Site is required in PostBooks
  • Fixed issue #22172 Item Group does not appear in Postbooks
  • Implemented issue #22175 Add the ability to issue to shipping and ship from Sales Order
  • Fixed issue #22214 Inventory gear options not showing on small devices
  • Fixed issue #22224 *Selecting 'Issue to Shipping' displays a JS console error and does not displays any response
  • No Change Required issue #22227 *Selecting to open an existing shipment hangs the application
  • Fixed issue #22298 *Selecting to add an address to a record displays an irrelevant dialog
  • Implemented issue #22313 Improve dev BI script
  • Fixed issue #22368 *Date format is displayed incorrectly in Transfer order list and Issue to shipping screens
  • Fixed issue #22407 *Selecting 'Issue to Shipping' without saving the Sales order and then selecting 'Save', doesn't populate the Sales order number
  • Fixed issue #22408 *Selecting Express Checkout without saving the Sales order and then selecting 'No' in the confirmation dialog displays a console

1.5.2 (2014/01/13)

Features and bugfixes

  • Fixed issue #22394 Context queries can have punishingly slow performance

1.5.1 (2013/12/04)

Critical deployment changes

  • File moved xtuple/test/shared/login_data.js -> xtuple/test/lib/login_data.js mv test/shared/login_data.js test/lib
  • File moved xtuple/test/mocha/lib/demo-test.backup -> xtuple/test/lib/demo-test.backup mv test/mocha/lib/demo-test.backup test/lib
  • If you have inventory registered you will have to change its location update xt.ext set ext_location = '/private-extensions' where ext_name = 'inventory'

Features and bugfixes

  • Implemented issue #21224 REST - Add support for a query "operator" to the REST API and Discovery Docs
  • Implemented issue #21587 Add Billing configuration
  • Implemented issue #21625 Implement Reason Code
  • Fixed issue #21757 Add Project Type to Project
  • Fixed issue #21866 Cost in Time Sheet (Worksheet) is null when entered through mobile
  • Fixed issue #21979 Arrowing up down through grid entry to not commit edited value to the model
  • Implemented issue #21982 Print invoices
  • Implemented issue #21986 Add support for Workflow to Sales Orders
  • Implemented issue #21989 Add support on item relation widget to search barcode and alias
  • Implemented issue #21992 Move inventory to the private-extensions repository
  • Fixed issue #22031 Can not change settings
  • Completed issue #22049 Cleanup the test folder
  • Fixed issue #22063 *Selecting to assign a privilege to a user account role displays 'Internal Server Error' dialog
  • Fixed issue #22093 View Characteristics disabled still allows Characteristics to be viewed
  • Fixed issue #22094 Characteristic Privilege declared by the CRM extension error
  • Fixed issue #22098 Disabled ViewClassCodes priv still allows user to view Class Code
  • Fixed issue #22100 Disable ViewCostCategory Priv still allows user to view Cost Category
  • Fixed issue #22101 Cost Category Privs not declared by extensions
  • Fixed issue #22102 MaintainClassCodes priv not declared by the project extension
  • Fixed issue #22103 Billing extension will not load without Sales
  • Fixed issue #22104 Incident Plus will not load without Project
  • Fixed issue #22138 Save on incident fails
  • Fixed issue #22143 Agent is required for New User Account
  • Fixed issue #22166 incident list color is all white

1.5.0 (2013/11/19)

Features and bugfixes

  • Implemented issue #18917 Complete translation functionality
  • Fixed issue #19681 *Omnibus :It is not possible to re-attach a newly created and detached To Do item from a record
  • Implemented issue #20438 convert a quote to a sales order
  • Fixed issue #20625 Customer hold privileges are not enforced on Sales Order
  • Implemented issue #20946 implement rjson for basic compression
  • Implemented issue #21038 Complete Issue to Shipping
  • Implemented issue #21100 Sales Order Line Items should have a border to show
  • Fixed issue #21166 *Selecting to create a New To Do from the To Do tab of an incident generates a JS console error
  • Fixed issue #21178 *It is possible to delete the tasks to which Actual Time/Expenses are posted already
  • Fixed issue #21245 *Inactive Sales representatives are available for selection
  • Fixed issue #21442 Site Defaults in Mobile Web are not honoring user defaults
  • Fixed issue #21448 Error checking on functions is spotty in Mobile
  • Fixed issue #21483 *Omnibus: Records lists doesn't honor the selected 'Sort By' options
  • Fixed issue #21491 *Selecting to save a new To do item with an incident/Opportunity attached to it displays JS console error
  • Fixed issue #21494 The Alter Transaction Dates Privilege is not enforced on Issue to Shipping and Ship
  • Fixed issue #21529 Item Site is incomplete
  • Implemented issue #21585 Add support for Sales Categories
  • Implemented issue #21587 Add Billing configuration
  • Implemented issue #21601 Add mult-select support to worksheets
  • Fixed issue #21604 Terms implementation is incomplete
  • Implemented issue #21614 Implement Bank Account
  • Fixed issue #21617 *Unable to scroll the Time Sheets List in a new Worksheet
  • Implemented issue #21625 Implement Reason Code
  • Fixed issue #21633 *Unable to delete a Sales order
  • Fixed issue #21650 *'Ship' button is active in the Issue to Shipping screen when 'Ship Orders' privilege is disabled for the user
  • Fixed issue #21657 Grid row doesn't refresh
  • Fixed issue #21659 Mobile Timecard entry... remembering fields so don't need to continually enter same data
  • Fixed issue #21666 *Unable to delete a Prospect
  • Fixed issue #21667 *Unable to delete a Customer
  • Fixed issue #21670 *Selecting to discard the changes of a Worksheet hangs the application
  • Implemented issue #21679 Tweak MW refresh icon
  • Fixed issue #21680 Timesheets in Mobile Web Client Default to Billable, when Customer is Selected
  • Implemented issue #21684 Implement Invoices
  • Fixed issue #21704 Unable to use Sales Analysis due to Blocked page
  • Implemented issue #21739 Projects should support characteristics
  • Implemented issue #21750 Develop OLAP client support for dashboards
  • Implemented issue #21762 Add support for grid entry to project
  • Fixed issue #21801 xt error on desktop 4.1 with Mobile client
  • Implemented issue #21807 Develop install script for Pentaho
  • Implemented issue #21821 Need new welcome screen metric for MW
  • Fixed issue #21831 Can not run xt-mobile scripts on db upgraded from 4.1.0 to 4.2.0
  • Implemented issue #21834 Prerequisite Checks for Mobile Required
  • Fixed issue #21851 mobile no longer uses bindAddress
  • Implemented issue #21864 assign project tasks to resources
  • Fixed issue #21894 Address can not be updated
  • Implemented issue #21895 Initial analytic charts for dashboard in Sales BI Extension
  • Fixed issue #21933 Client not responding after log in
  • Fixed issue #21994 *Selecting to run the install script displays Syntax error

This version requires version 4.2.0 or higher of xTuple PostBooks or commercial edition database.

1.4.6 (2013/11/xx)

Critical deployment changes

  • The Sales Dashboard has been redesigned to show sales data from analytic cubes. To connect to the BI Server you must define:

    biServer: { hostname: "localhost", port: 8080, catalog: "xTuple", tenantname: "default", keyFile: "./lib/rest-keys/server.key" } in config.js. Also, the Sales Dashboard is now structured in a private extension:

    https://github.com/xtuple/private-extensions/tree/master/source/bi

1.4.5 (2013/10/11)

Features and bugfixes

  • Fixed issue #19869 _*Omnibus: Locked record is displayed on selecting to open a contact after discarding new contact screen opened from it _
  • Fixed issue #19957 Selecting to create a new Customer/Prospect from the customer field of Quote screen doesn't populates the customer automatically
  • Fixed issue #20000 * It is not possible to delete the customer SHIP-TO on reopening the customer
  • Fixed issue #20012 *Selected sales representative commission rate is not displayed automatically on the Customer screen
  • Fixed issue #20064 *Ship-To Number search screen is not labeled
  • Fixed issue #20071 Saving while Customer Ship-To is open gives error then causes other issues
  • Fixed issue #20173 *It is not possible to assign a Tax Authority to a Tax Code
  • Fixed issue #20196 *Data Source error is displayed on selecting to search the item sites screen with 'Class Code' filter
  • Duplicate issue #20198 *'Mask' and 'Validator' fields present under characteristic of type 'Text' are not functional
  • Implemented issue #20311 Welcome screen iframe does not scroll on iOS devices. CSS fix attached. ASM#5469
  • Reopened issue #20332 Error Adding a Sales Order to an Opportunity
  • Implemented issue #20682 Inventory History Report
  • No Change Required issue #20885 Time Expense Version has Incorrect title
  • Fixed issue #20888 Class Code List updates after a Discard
  • Fixed issue #20981 BI Readme steps updated
  • Fixed issue #20994 Clicking on Advanced Search displays History
  • Fixed issue #21008 *CRM Dashboard charts are duplicated on selecting to refresh
  • Fixed issue #21062 Using Help Pullout Tab gives Java Console Error
  • Fixed issue #21110 *Omnibus: Record is locked for some time on selecting 'Save and New' or 'New' button from the record screen
  • Fixed issue #21114 *observation: Unable to delete a Sales Representative
  • Fixed issue #21181 *New Quotes/Sales Orders created from the Opportunity screen are not displayed as attached to the Opportunity
  • Fixed issue #21182 *Omnibus: Selecting to delete a characteristic and save the record displays irrelevant dialog
  • Fixed issue #21230 *Employee screen doesn't save the Group attached to it
  • Fixed issue #21232 *Translation is required for the description label in the 'Advanced Search' panel of Employee Group list
  • Duplicate issue #21248 * Translation is required for the timeExpense label in About screen
  • Fixed issue #21270 *Translation is required for the label in About screen
  • Fixed issue #21383 Found/Fixed in lists are not populated on Advanced Search
  • Fixed issue #21396 Misbehavior in Time/Expense editor panels
  • Fixed issue #21401 Gear on worksheet list inconsistent
  • Fixed issue #21402 All new records prompt to discard on iPad
  • No Change Required issue #21415 Attaching an Incident or Contact to an Account will not save
  • Fixed issue #21419 Worksheet owned by person who created it
  • Fixed issue #21425 List box editor doesn't validate
  • Fixed issue #21437 Pickers not populating on configuration
  • Fixed issue #21440 *Delete option is inactive for Tax Authorities
  • Fixed issue #21451 Timesheet remembers my location every time
  • Fixed issue #21454 Search box pushed off the screen
  • Fixed issue #21473 Unable to login Standard if Inventory or Sales is not enabled
  • Fixed issue #21479 *'View Inventory History' privilege under 'Inventory' module requires translation
  • Fixed issue #21480 *Transaction Date, Transaction Type and Order Type options in the Sort By list of 'Inventory History' require translation
  • Implemented issue #21487 grid entry in quote
  • Fixed issue #21496 *It is possible to select a project in 'Complete' status to create a time/expense sheet
  • Fixed issue #21500 Icons on pickers overlap text when scrolling
  • Fixed issue #21505 Mobile object names inconsistent with precedent
  • Fixed issue #21515 *Incorrect Project Task is displayed in the Time/Expense sheet of a worksheet
  • Fixed issue #21540 Characteristics don't get disabled
  • Fixed issue #21541 *Unable to update the Schedule date of a Quote
  • Fixed issue #21565 Selecting new time entry brings up prior entry
  • Implemented issue #21581 Add freight class picker to item workspace
  • Fixed issue #21605 Document linkages are only showing up on one side
  • Fixed issue #21627 Sales analysis (and other) object name problem

1.4.4 (2013/09/27)

Features and bugfixes

  • Implemented issue #18833 Would like user customizable content on lists
  • Implemented issue #19647 Report dates and currency must be localizable
  • Fixed issue #19858 *Unable to delete a Project Task from Project Tasks screen
  • Fixed issue #20449 Incidents gives error when CRM is only extension
  • Implemented issue #20677 Create Location object
  • Implemented issue #20683 Backlog Report
  • Implemented issue #20684 Create Shipments List object and views with return action
  • Implemented issue #20734 Issue to Shipping
  • Fixed issue #20800 *Delete option is active for contacts attached to ToDoitem/Opportunity
  • Fixed issue #20927 Install script says finished when it is not
  • Fixed issue #20954 Problems in report data from data-from-key
  • Fixed issue #21093 *No error message is displayed on selecting to delete an item with item site created for it
  • Fixed issue #21176 *Unable to save comments for a To do item
  • Fixed issue #21189 Files over 1MB does not appear to complete upload
  • Implemented issue #21251 Add credit card processing support to Sales Order
  • Fixed issue #21277 T/E mobile not enforcing view other rules.
  • Fixed issue #21306 Menu presentation order unpredictable
  • Fixed issue #21316 Time and Expense uneditable when unapproved
  • Completed issue #21327 Sales cubes dimension and measure terminology
  • Completed issue #21360 add monthly calendar to sales cubes
  • Completed issue #21361 Should be able to save Sales Analysis query
  • Fixed issue #21368 Worksheets bring in wrong customer reference
  • Fixed issue #21385 TE Worksheet List does not filter on on Date
  • Fixed issue #21399 Can't find worksheet total hours
  • Fixed issue #21403 Worksheets should default to self as the Employee
  • Fixed issue #21407 Field missing on Worksheet: hourly cost
  • Fixed issue #21427 Inventory Extension adding expense category to setup menu
  • Fixed issue #21432 forgot password error
  • Fixed issue #21439 Picker is too wide on money widgets
  • Fixed issue #21442 Site Defaults in Mobile Web are not honoring user defaults
  • Fixed issue #21453 Firefox is blocking mobile help content
  • Fixed issue #21455 Sort is not working for Sort and Layout Attribute Pickers
  • Fixed issue #21478 *Selecting to create new Shipment record displays insufficient privileges dialog
  • Fixed issue #21482 *Omnibus: Blank screen is displayed on selecting to print any record/records list
  • Fixed issue #21495 Cannot Search for Incident Contact
  • Fixed issue #21497 Time Expense has dependency on Sales
  • Fixed issue #21498 Users can not save time sheet if no prvilege
  • Fixed issue #21524 Printing Admin Account causes unhandled Error
  • Fixed issue #21532 Cannot open an existing Item

1.4.3 (2013/09/11)

Features and bugfixes

  • Implemented issue #18488 Add sort option to Mobile client
  • Fixed issue #19395 *Unable to delete a contact with no address
  • Fixed issue #19680 Email profiles are not editable
  • Fixed issue #19966 *It is possible to create a Quote without any line item
  • Fixed issue #19992 *New quote created from a Customer does not populates the customer number automatically in 'Customer' field of quote screen
  • Fixed issue #19993 *Detach button in the Quotes panel of a customer is not functional
  • Implemented issue #20445 Login Page should have "Forgot Password" link/functionality
  • Fixed issue #20458 Editing Worksheet Time Billable does not save
  • Fixed issue #20460 Posting a Worksheet does not appear to do anything
  • Implemented issue #20782 add vCard export functionality for contacts
  • Implemented issue #20851 REST support for field-level queries
  • Fixed issue #20909 ListRelationsEditorBox fails if you delete an intermediate item
  • Fixed issue #20960 Cannot create new Site
  • Fixed issue #20961 Deleting a Site does not work
  • Completed issue #20987 Pentaho tenant to include server IP
  • Implemented issue #21046 Add context messaging tools for Mobile Web UI (Sales Analysis)
  • Fixed issue #21097 *Selecting to edit and save an item site displays irrelevant message
  • Fixed issue #21112 *Omnibus: Action icon button doesn't respond on clicking when 'Advanced Search' panel is open for the list of records
  • Fixed issue #21120 *Observation: Selecting to save the Tax rate with currency set to default displays 'currency is required' message irrelevantly
  • Fixed issue #21121 *Selecting 'Save' in the Tax Rate screen without selecting the Tax Code doesn't displays any error message
  • Fixed issue #21123 Multi-Site option should not be allowed off if there are Multi-sites
  • Fixed issue #21158 *translation required for effective and expiry date warning messages
  • Fixed issue #21201 *Delete option is active for Used contacts
  • Fixed issue #21234 *It is possible to edit and save the Billing rate currency of the Time And Expense sheets of an Approved worksheet
  • Fixed issue #21256 Project does not save with filter
  • Fixed issue #21276 mobile TE scrolling
  • Fixed issue #21289 A user who only has personal privileges can not create records
  • Fixed issue #21302 Task assignments not working on worksheets
  • Fixed issue #21359 Worksheet list unacceptably slow
  • Fixed issue #21374 Last saved filter doesn't default
  • Fixed issue #21375 Default search criteria appearing on widget searches
  • Fixed issue #21395 Selecting worksheets sometimes opens wrong selection

1.4.2 (2013/08/23)

Features and bugfixes

  • Fixed issue #21260 XT.filter table naming conflict with public.filter

1.4.1 (2013/08/21)

Features and bugfixes

  • Implemented issue #18668 Initial documentation build for Mobile platform
  • Implemented issue #19294 OAuth 2.0 - Refactor route and functor mapping in Express to use a loop for loading
  • Implemented issue #19303 REST - Add Discovery Service routes
  • Implemented issue #19305 REST - Add route handler functions for end point CRUD
  • Implemented issue #19306 REST - Add "service" endpoints
  • Completed issue #19443 Use data schema in Pentaho report scripts
  • Fixed issue #20195 *Irrelevant behavior is observed on re-opening a quote
  • Fixed issue #20265 OAUTH - Existing session/cookie causes client to load. Fix redirect to auth dialog page
  • Fixed issue #20458 Editing Worksheet Time Billable does not save
  • Fixed issue #20642 Filters broken on incidents
  • Implemented issue #20864 Grid entry for Sales Order on Desktop based browser client
  • Implemented issue #20866 Allow filters to be saved on lists
  • Fixed issue #20886 Searchable is required on New Characteristic
  • Implemented issue #20890 OAuth2 - Admin Interface Usability Tweaks
  • Fixed issue #20891 Add "website" to contact overview
  • Fixed issue #20898 Item Site not populating correctly for Sales Order
  • Fixed issue #20899 Advanced Search does not display list after clearing bad data
  • Fixed issue #20902 Adding an Item to Quote
  • Fixed issue #20908 Dashboard Charts shrink upon returning to Dashboard screen
  • Fixed issue #20932 Dashboard Query is not working
  • Fixed issue #20979 oath2client table entry for Pentaho needs to use default database
  • Fixed issue #20983 History shows "undefined" for many objects
  • Fixed issue #20989 oauth2 check for JWT issued in the future causes timing problem
  • Fixed issue #21016 Cost Categories Desciption alignment is wrong
  • Fixed issue #21051 Characteristic - No Error message when trying to save without a role
  • Fixed issue #21055 Updating Extensions on Role will not allow application to load on login
  • Fixed issue #21066 _Editing a Sales Order gives shipped error
  • Fixed issue #21129 Sales Analysis user can not use Pentaho single sign on without admin privilege
  • Fixed issue #21138 Relation Lists are not loading Properly in Workspaces

1.4.0 (2013/08/07)

Features and bugfixes

  • Fixed issue #18711 Edit Owner privilege is not enforced
  • Fixed issue #18724 ReassignToDoItems privilege is not enforced
  • Fixed issue #18726 *Left of Contact Address Not Visible in panel
  • Fixed issue #18968 Panel sizing on Item workspace
  • Fixed issue #19042 Omnibus: Observation: New User Account created from Owner field is not populated automatically in Owner field
  • Implemented issue #19626 Add link to google maps
  • Completed issue #19645 Install/build process for reports
  • Fixed issue #19711 *Irrelevant behavior is observed on selecting to save the role assigned to the CRM Account
  • Fixed issue #19796 Quote shows costs when users do not have cost privilege
  • Fixed issue #19800 Site should only appear on quote when multi-site enabled
  • Implemented issue #19801 Site should default on quote
  • Fixed issue #19805 User should not be able to edit quote price unless they have privileges to do so
  • Fixed issue #19859 *Selecting to create a new project task from an existing project task displays Data source error
  • Fixed issue #19967 *Irrelevant dialog is displayed on saving a quote
  • Fixed issue #20008 Converting prospect to customer freezes client
  • Fixed issue #20068 Click Apply on Customer Groups will Lock the record
  • Implemented issue #20190 Mobile Client Phone Numbers Should be Clickable
  • Implemented issue #20380 Sales analysis view
  • Fixed issue #20489 Item does not display Wholesale Price
  • Implemented issue #20524 build_database script
  • Fixed issue #20555 new authentication does not work with pgbouncer
  • Implemented issue #20559 Need to create an interface to manage Oauth
  • Implemented issue #20574 sales order should use item and site instead of itemsite
  • No Change Required issue #20596 Numbers cut off by scroller
  • Implemented issue #20614 Need an installer methodology for the mobile client and extensions
  • Fixed issue #20638 Attach option on relation boxes should not display objects already attached to other objects
  • Fixed issue #20672 Admin Role gives Java Console Error
  • Fixed issue #20673 User Account gives Disable Export error
  • Implemented issue #20676 Create Inventory Configuration Settings
  • Implemented issue #20715 Sales dashboard
  • Implemented issue #20723 Single signon support for Pentaho
  • Implemented issue #20726 Support for Pentaho dynamic OLAP cubes based on organization
  • Fixed issue #20736 xt package pkg tables missing triggers, causing issues loading packages
  • Implemented issue #20746 Multi-tenant support for Sales cubes
  • Implemented issue #20747 Multi-tenant support for sales ETL
  • Fixed issue #20760 *Quantity UOM is not available for selection in SO Line item screen
  • Implemented issue #20771 generate p12 in oauth generate-key route
  • No Change Required issue #20774 access user_account REST
  • Fixed issue #20775 Remove xtbatch schema if not being used by mobile
  • Implemented issue #20780 improve maven reports deployment
  • Fixed issue #20785 Change Password does not remove Confirmed Password
  • Fixed issue #20792 *Username of a User Account is editable
  • Fixed issue #20803 *Observation: Newly created records are displayed as locked on opening the records immediately after creation
  • Fixed issue #20814 Cannot save a Sales Order
  • Implemented issue #20820 REST - Expose all objects needed for basic relation functionality to work
  • Fixed issue #20848 Advanced Search Groupbox is too wide
  • Implemented issue #20865 Add dropdown indicator icon to picker
  • Implemented issue #20868 -k flag for build_app
  • Implemented issue #20874 Merge time and expense functionality into project
  • Fixed issue #20999 support build_app with absolute -c path
  • Fixed issue #21007 Sales Analysis does not display correct Cube after changing databases

Critical deployment changes

  • We have moved the test folder from the node-datasource directory. You will want to move by hand the two gitignored files in there: demo-test.backup, and login_data.js. Then, you can rmdir the node-datasource/test folder and all its subfolders.
  • The init_scripts and the command-line ORM installer are gone. You will have to use /scripts/build_app.js for your installation needs. Run it with the -h flag to see the options.
  • The old tools for building client code (deploy.sh, buildExtensions.sh, build_client.js) are gone. Use /scripts/build_app.js for your client-building needs. Run it with the -h flag to see the options.
  • When you merge from master git will complain that it is not able to delete an enyo directory which has just be deinitialized as a submodule. You will want to delete it by hand. This goes for the xtuple and the private-extensions repos.

1.3.9 (2013/06/27)

Features and bugfixes

  • Fixed issue #18845 Status is missing from To Do
  • Fixed issue #19271 Datasource does not enforce privilege extensions on fetch
  • Fixed issue #19272 Half-drilldown into deprivileged workspaces
  • Fixed issue #19797 Quote shows margin when user does not have show margin privilege
  • Fixed issue #20074 *Irrelevant behavior is observed in Quote line items
  • Fixed issue #20204 Mobile client unaware of public/private comments
  • Fixed issue #20272 Relation widget keeps appending parameters
  • Fixed issue #20332 Error Adding a Sales Order to an Opportunity
  • Fixed issue #20333 Advanced Seach of Sales Rep on Sales Order does not work correctly
  • Fixed issue #20356 Calendar still active after date is picked
  • Implemented issue #20373 Bring back DisableExport
  • Implemented issue #20375 Bring back priv_group
  • Fixed issue #20440 Incident Documents double when using Apply
  • Fixed issue #20456 Clicking on Locked Icon gives Console error
  • Fixed issue #20476 Tax Assignemnt gives Java Console Error
  • Fixed issue #20501 ToDo and Prospect form report routes
  • Fixed issue #20506 Add multi-tenant support for Pentaho reports
  • Fixed issue #20540 User Account Roles do not use groups
  • Fixed issue #20549 You should be able to assign extensions in user accunt roles as well as user accounts
  • Fixed issue #20555 new authentication does not work with pgbouncer
  • Fixed issue #20563 Action - Change Password requires 6 digits
  • Fixed issue #20583 Authentication not remembered
  • Fixed issue #20601 There is no tracking of version numbers in extensions
  • Fixed issue #20609 Incident plus broken
  • Fixed issue #20637 The attach button should not be available on Customer for Sales Orders and Quotes
  • Fixed issue #20638 Attach option on relation boxes should not display objects already attached to other objects

1.3.8 (2013/06/19)

Features and bugfixes

  • Fixed issue #20605 Web client does not use the metric to determine the welcome page URL path

1.3.7 (2013/06/11)

Features and bugfixes

  • Fixed problem where user names that are email addresses could not log in.

1.3.6 (2013/06/06)

Features and bugfixes

  • Fix critical user login problem
  • Fixed issue #20505 Remove print menus and buttons until Pentaho service available on cloud deployment.

1.3.5 (2013/05/31)

Critical deployment changes

  • Add redirectPort and maintenancePort to config.js, see sample_config.js
  • To run tests you will need to add the test database to the login_data.js file, per the conventions in sample_login_data.js. Note also the new snake_case filename convention. You will also need to add this database name to your config.js file under datasource.testDatabase.
  • Changed XT.Data's handling of Dates and nulls to work with current version of plv8 that doesn't require any special handling. You need to be on this plv8 version:

commit d75184e00e08e97bc8caba6c9677f8f375a051aa

Date: Wed Feb 20 00:10:56 2013 -0800

To find your current plv8 version:

  cd ~/plv8js
  git log -1

To move to that plv8 from your current:

  mv plv8js plv8js-old
  git clone https://code.google.com/p/plv8js/
  cd plv8js
  git checkout d75184e00e08e97bc8caba6c9677f8f375a051aa
  # Make sure this is the path to your V8 source:
  make V8_SRCDIR=/home/dev/v8
  sudo make install
  # Restart PostgreSQL Server
  sudo /etc/init.d/postgresql restart

To test if your plv8 is working correctly, try adding a comment to an Account or Contact. See if you get any errors in your browsers Javascript Console and make sure the comment saves.

Features and bugfixes

  • Implemented parts of issue #20264 REST - Refactor error handling in the database layer
  • Fixed issue #20448 Entering wrong password on mobile client does not return error
  • Fixed issue #20441 Redirect Port other than 80 does not work
  • Fixed issue #20347 Default country not working on CRM configuration
  • Fixed issue #20319 Unable to select first menu after selecting a different menu option
  • Fixed issue #20310 Next number is a formatted number in sales config
  • Fixed issue #20307 Can't attach multiple customers to group
  • Fixed issue #20297 JSON-Patch needs to point to http, not git
  • Implemented issue #20295 move all ports into config.js
  • Fixed issue #20270 *Omnibus :Description label is displayed incorrectly
  • Fixed issue #20266 SQL Injection exploit in XT.Data
  • Implemented issue #20254 Integrate web-mobile user management into the application database
  • Fixed issue #20240 Updating ORM uses Username instead of specified -u user
  • Implemented issue #20212 Build out time and expense portion of "PPM"
  • Fixed issue #20208 User account assignment box is broken
  • Fixed issue #20199 Unable to select line item for a quote
  • Fixed issue #20180 *It is not possible to filter the Customers screen using Advanced Search window
  • Fixed issue #20177 * It is not possible to assign 'Tax Authority' role to a CRM Account
  • Fixed issue #20162 *Text box is displayed irrelevantly for the Currency field in the Tax Rate screen
  • Fixed issue #20157 Incident relations not showing
  • Fixed issue #20078 Priv Error when trying to add a custom command
  • Implemented issue #20052 Tax rate ORM, model, and views need to be added
  • Implemented issue #20041 build extensions dynamically through node
  • Implemented issue #20040 Add support for Sales Orders
  • Fixed issue #20026 *Irrelevant behavior is observed on selecting to assign Tax Authority/Sales Rep role to a CRM account
  • Fixed issue #20024 *Omnibus : Records data grayed out on editing and refreshing to save the changes made
  • Fixed issue #20011 *Chrome : Omnibus :Irrelavant dates are displayed on selecting to enter Date starting with special character
  • Fixed issue #19976 Quote for prospect requires ship-to
  • Fixed issue #19970 Cannot open an Opportunity from a To Do
  • Fixed issue #19932 Characteristics not completely working on quote
  • Fixed issue #19889 *Omnibus: Selecting to enter a number with more than 10 digits in 'Order' field shows irrelevant behavior
  • Fixed issue #19888 Unable to enter a number with more than 12 digits in the 'Expenses' section under the 'Project Tasks' widget of a Project screen
  • Fixed issue #19871 *Tab out from an Items 'Extended Description' field displays an irrelevant dialog
  • Fixed issue #19844 Clicking in Blank Space causes error
  • Fixed issue #19833 New privileges installed by packages do not appear
  • Fixed issue #19830 The advanced search box is wider than the panel
  • Implemented issue #19795 Numbers on number widgets should be right justified
  • Fixed issue #19677 *It is possible to enter 'End Date' prior to 'Start Date' for a Tax Registration Number under 'Tax Registration Numbers' widget
  • Fixed issue #19676 * Omnibus: Discarding the changes made in a Project Task shows unexpected behaviour
  • Fixed issue #19658 * Omnibus :'To Do' associated to the 'Customer' is displayed as locked on selecting to open
  • Fixed issue #19632 *Unable to attach a new file to a record
  • Fixed issue #19616 *Back button is not working on selecting to discard the changes made in a CRM Account's Role
  • Fixed issue #19599 Maxhammer Mobile Users created with improper SUPERUSER roles and overview of proper db creation process.
  • Fixed issue #19542 Shipping charges prevent customer edit
  • Fixed issue #19471 Unable to create custom commands in dogfood
  • Fixed issue #19045 _ Omnibus : Database error is displayed on selecting to duplicate existing records_
  • Fixed issue #19033 Irrelavant behaviour is observed in Project task screen
  • Fixed issue #18958 Errors preventing creation of new item
  • Implemented issue #18757 REST - Modify the XT.Data commit code to enforce the new requiredAttributes driven by db NOT NULL and ORM override

1.3.4 (2013/05/06)

Features and bugfixes

  • Fixed issue #20169 etag versions not working with usr and org string pkeys
  • Implemented issue #18716 REST - Create helper functions needed to generate API Directory list and Discovery Documents
  • Implemented issue #19304 REST - Add route generator for resource end points
  • Fixed issue #19870 Unable to attach a contact related to a CRM Account under Documents widget of an accounts screen
  • Fixed issue #19905 Documents attached under the document widget of a record are not displayed on selecting to reopen the record
  • Fixed issue #20214 incorrect login brings up error screen
  • Fixed issue #20235 Selecting to enter the address for a contact displays an error message in the console
  • Fixed issue #20205 Select Organization for a User - "ID is required" Error
  • Fixed issue #20184 List lazy-loading problem
  • Fixed issue #19953 Cannot use a prospect to save a quote
  • Fixed issue #19973 percent widget is broken
  • Fixed issue #20026 *Irrelevant behavior is observed on selecting to assign Tax Authority/Sales Rep role to a CRM account
  • Implemented issue #20154 Add support for natural keys on orms
  • Fixed issue #20066 *Irrelevant dialog is displayed on selecting to save a Tax Class
  • Implemented issue #20044 Add support JSON Patch
  • Implemented issue #20052 Tax rate ORM, model, and views need to be added
  • Implemented issue #20054 installer should work atomically on one org at a time

1.3.3 (2013/04/18)

Critical deployment changes

  • You need to add "lib/ext/smtpTransport" as a requirement in your config.js. See sample_config.js for details.
  • We removed node-datasource/lib/private/salt.txt from version control. You will have to put this file back in yourself. You can fill it with any long string you want.
  • You need to implement npm changes, config.js changes, and the deletion of a global table as documented here.
  • We are now running on our own fork of plv8.

Features and bugfixes

  • Fixed issue #19246 Help file iframe issue on Firefox
  • Fixed issue #19593 Record Lock - No Error when attaching a Locked Contact to Account
  • Fixed issue #19450 Updating setup items does not update their collections and pickers
  • Fixed issue #19469 customer edit ship-to bug
  • Implemented issue #19442 Add schema to data routes for Pentaho reports
  • Implemented issue #19296 OAuth 2.0 - After switching to ONLY Express, remove dead code in node-xt and node-datasource
  • Fixed issue #19813 Create list and view to maintain customer groups
  • Implemented issue #19812 Create list and view to maintain customer types
  • Implemented issue #19818 List cost should be added to item workspace
  • Implemented issue #19811 Create list and view to maintain sales reps
  • Implemented issue #19847 Additional mobile db Org Attributes Fields/tables to support automation and data collection required for campaigns etc.
  • Implemented issue #19815 Create list and workspace for freight class
  • Implemented issue #19821 Create list and workspace for ship zone
  • Fixed issue #19840 Quotes panel MISSING on Opportunity, Prospect and Customer
  • Fixed issue #20007 Parent CRM account not created when prospect created
  • Implemented issue #19814 Create list and views for tax maintenance
  • Implemented issue #19822 Create list and workspace for terms
  • Fixed issue #20022 Project numbers are disabled in incidents
  • Fixed issue #19703 speed up update
  • Implemented issue #19972 Proposal for BI for Sales based on Pentaho Community
  • Fixed issue #19806 Quote summary needs cosmetic work
  • Fixed issue #19930 Search on Address in Quote does not work
  • Implemented issue #19989 Add a section to display version number
  • Implemented issue #19823 Create list and workspace for sale type
  • Fixed issue #20039 State Dropdown does not appear correctly when editing Ship-To
  • Fixed issue #19804 Cost on quote line items should show the local currency
  • Implemented issue #20053 Incident filter by foundIn and fixedIn
  • Fixed issue #20067 Customer Groups does not give error when saving with Blank Name
  • Fixed issue #20073 Numerous problems with customer shipto