All notable changes to this project will be documented in this file.
1.12 2018-09-06
- Move EAN number to sales product header and add validation
- Remove EAN from purchased productlines
- Move dashboard edit link
- Item cloning
- Clear EAN when cloning an item with a sales product
- Concatentate new item number and description as new sales product description
- Set default GL centre from product header when entering a new sales or purchase product
- Prevent hidden model fields from being selected for display in datat grids
- Make Order detail, EAN number, stock item code and customer code available to sales order item labels
- Commodity code field for sales and purchased product headers
1.11 2018-08-08
- Dashboards now use CSS grid layout
- Quicklinks have been removed from all dashboards
- VAT
- Add facility to pay/receive VAT via the cashbook
- Move closing the VAT period to a separate action
- Performance improvements
- When editing uzLETs on a dashboard the listed order is the same as the display order
- The Home dashboard will not display any uzLETs until the user sets their preferred list
- 'Top 10' Sales uzLETsnot restricted to products linked to stock items
- Set correct billing and shipping address when creating an order directly from a company/person
1.10.3 2018-07-11
- Validate billing and shipping address selection on sales orders when saving.
1.10.2 2018-04-08
- Remove the ability to change the productline selection when editing Sales an Purchase Order lines to preserve the link when prices are updated.
1.10.1 2018-01-03
- Minor bug fixes.
1.10 2017-12-30
- Remove the ability to print work order documents for an unreleased work order.
- All cookies have flags set based on values from php.ini, e.g. secure, HttpOnly.
- Click info provides a way of showing additional information to the user in uzERP’s grids without having to click through to the underlying data view. See: https://doc.uzerp.com/Setup/Model-Customisation#model-customisation_click-info.
- Enable tagging of reports.
- Add costs for SO Products that are not linked to a Stock Item, allows margin reporting against non-stocked products.
- Useful utility files moved to /utils directory.
1.9.1 2017-11-24
- Posted accrual journals not updating GL balances (regression).
- Correct payment terms belongsTo reference on SInvoice model. Prevents database error when adding display field.
- Show item description when creating invoice from GRN.
1.9 2017-09-04
- Multi Bin Balances Print uzLET now sends a CSRF token with its form data.
- Javascript error when adding a new Periodic Payment.
- Posting supplier journal always fails with 'Cannot post journal to a control account'.
- Use customer currency in aged analysis on statements.
- Product Management improvements
- Update linked product and productline descriptions when editing Stock Item or SO/PO Product.
- Clone sales products and product lines with stock item
- Free-text fields on Company Contact record (text1, text2), for user use.
- Show pickable stock balance when viewing an item
- Move Sentry client config into uzERP config file.
- Allow user theme.css to have a suffix for browser cache-busting. e.g. add the date to the filename when changed -- theme-20170727.css.
1.8.2 2017-07-14
-
Prevent further GRNs being created for part received purchase orders that have reverted to requisitions.
-
Product selector fixes
- Show all currently linked targets when amending component list
- Allow scrolling of component list
- Return to the item being edited after saving links
- Site specific Works Order document injector classes are loaded from user/classes
- WOOperationsReport injector class, e.g. to produce a route card document with operations (define a report definition with Name = wo_operations). Add the class in Setup > System Admin > Injector Classes, as required.
- Site specific modules can be created in user/modules
- Works Order documents can be selected, then printed or viewed
- Works Order documents can be sent to a selected printer
1.8.1 2017-06-08
- Allow gulp to be run using 'npm run gulp'
- Add jquery.watermark.js, used by autocomplete fields
- Replace clear_memcached.php script with flush_memcached.php
1.8 2017-05-27
- Adding a holiday request now uses the correct allocation period.
- Resetting user passwords now sends email notifications.
- Error when cancelling Sales Order product selector actions.
- Prevent users from seeing and acting on expenses of other employees that they are not authorisers for.
- Ensure that a GL transaction cannot be saved to a closed period.
- Prepopulate correct GL Account and Centre combination when displaying the Cashbook transaction refund form.
- Prevent posting of Sales and Purchase Ledger journals to control accounts.
- Prevent posting of invoice templates.
- Replace functions removed in PHP7.
- Delete action for Sales Order product selectors.
- Javascript and less/css is now complied at build time.
- Use grunt.js to build static assets.
- Remove /theme and /data/resource_c directories.
- Remove resource.php and let web server serve static assets.
- Create /user/theme.css for custom colours, etc.
- Manual status change on HR expense actions.
1.7.1 2016-12-13
- Error when saving new CRM activity
1.7 - 2016-12-07
- Various Sales Order product selector fixes
- Print item labels from Sales Order. Requires a Report Definition called 'SOItemLabel'
- Transfer outstanding Sales Order lines to a new order (cancels existing lines)
- View line notes from the Sales Order sidebar
- Show person in Periodic Payments list
- Require confirmation on cancel and authorise Purchase Requisition actions
- A note can be added when setting a Customer Service Failure code
- Custom model sort (see: http://wiki.uzerp.com/doku.php/dev_guide#custom_sort_in_views) allows the default view sorting to be changed.
- Security
- Passwords are hashed using PHP 5.5+ Password hashing API
- New passwords must now be at least 10 characters long but existing passwords remain unchanged.
- A password strength meter has been added to encourage password complexity
- Stronger CSRF protection
- Passwords are hashed using PHP 5.5+ Password hashing API
- New usernames can only contain lower-case letters and/or numbers.
- Unused PHPBarcode library
1.6.2 - 2016-05-23
- Error on 'save as new' in sales orders
- Error on 'save as new credit' from sales invoice
- Error on adding a new credit note from customer view
- Sort sales order list when linking purchase order
- Ensure that CRM activity attachments are only listed on their own activity
- UI to allow deletion of contact notes
- Optional stop controls to prevent creation of sales orders, quotes and templates while a customer account is on stop
- Show note form when placing a customer account on stop
1.6.1 - 2016-04-07
- Load correct address when creating new sales order for a person
- Add project_id to SO product views
- Fix product search not returning items when adding sales order lines
- Use concurrency control when updating GL Balances
- Add customer account number to sales order acknowledgement XML output
- Add customer account and sales order number to purchase order XML output
- Add customer account number to invoice XML output
1.6 - 2016-02-16
- Setting a custom theme now uses that theme instead of the default
- Sales order add-line was showing multiple prices for an item
- LDAP login fails if user or system company access disabled
- Prevent Apache FOP errors by encoding less-than '<' as
<in XML output data
- Allow Sales Invoices to be allocated to Projects and Tasks
- Works order view from Projects
- Add audit fields to projects
- Add the ability to purchase orders and invoices from a task
- New injector classes for optional LDAP authentication with Apache
- Add a notes field to sales order line input. Not printed on outputs by default
- Purchase orders can be linked to a sales order
- Purchase order delivery address can be sourced from a linked sales order, for output only
- Despatch notes can be created for non-stock product lines
- Products can be marked as 'not despatchable', i.e. their product lines can't be added to despatch notes
- Sales order lines can be released and added to a despatch note for the sales order sidebar
- Purchase order schedule document print
- Site-wide preference to list all purchase orders, instead of only those raised by the logged in user.
- Improvements to CRM Activities
- Statement date and page shown in cashbook transactions view
- Sales orders/quotes list and 'new' action from Person side-bar
- Simplify template for getting opportunity details from a project
- Phinx migrations moved to schema/phinx/migrations
- Project Budget Controller to show budgets correctly
- Unnecessary action in the Task sidebar removed
- Redundant EGS reports from projects
1.5.2 - 2015-05-15
- Report module not working
- adodb will be installed from our fork of v5.18 at https://bitbucket.org/uzerp/adodb
1.5.1 - 2015-04-09
- Make changelog more useful to users - keepachangelog.com
- Modify Sales Invoice VAT handling for Prompt Payment Discounts to agree with new UK legislation, HMRC Brief 49 (2014): VAT - Prompt Payment Discounts
- Stage 1 - Don't adjust invoice VAT/net, store gross discount
- Add an option to sales orders to print an address label. You will need to add a permission for controller: SordersController, action: printAddressLabel and create a Report Definition called 'SOAddressLabel'.
1.5.0 - 2015-03-20
- View purchase orders/invoices while viewing a PO Product Line
- adodb and less-php libraries must now be installed via composer and not distributed in the plugins folder.
1.4.0 - 2015-03-10
- A person added without a company link will now be visible in the list of people
- Controller smarty templates can be overridden by users
- Support for logging to Sentry
- The smarty php library must now be installed via composer and not distributed in the plugins folder.
1.3.11 - 2015-02-17
- Stop Sales Invoice being created for customers on stop
- Allow empty sales orders to be cancelled
1.3.10 - 2015-01-20
- Closing final period of year fails when trying to update assets
- Make VAT amounts availabe to Sales Order Acknowledgement print
2014.3.9 - 2014-12-01
- Warehouse locations without GL Accounts should be visible
- Empty response when selecting User Space Tables from the menu
- When editing a task the project should not be changed
- Add NOT NULL constraint on project_id column in tasks table
- Make admin from email address configurable
- Changes expenses to link to make task selection dependent on project selection in expenses header
- Add project tasks to purchase order header and make dependent on project. Also fix small annoyance where address heading incorrect on view.
- Add Purchase orders sidebar link on projects
- Changes to allow projects and tasks in entered purchase invoices
2014.3.8 - 2014-10-09
- CSV outputs are empty
- Changes to projects module
- Tidy up projects controller:
- Removed code for old ezPDF 'reports' that no longer work
- Removed deprecated actions for a project
- Changed view sidebar actions (added go to and add projects under actions)
- Tidy up the projects entry and display screen:
- Set project identifier to be job_no+name
- Remove RAG status from view template (code left in controller as may be useful)
- Remove edit template as not required
- Update new template so can be used for edits as well
- Minor changes to template new.tpl
- Update so that a project can be marked as complete and the status is changed to 'C'. Doesn't change any other validations yet.
- Another change to the template to get the fields in the correct order
- Tidy up the Project Task sidebar so in the same basic order as Projects Remove calendar views as they don't currently work
- Change the order of Project Budget Item Type to Materials, Equipment, Resources, Other
- Small change to opportunity search
- Fixed bug re opportunity identifier field not displaying in drop down correctly
- Change to tasks template when adding from a project
- Fixed Bug to limit person dropdown when allocating task hours.
- When entering task hours person dropdown now only shows people from the system company
- Note - this means that 'non employees' can still book hours IF they are in the system company as people.
- Fixed Bug to limit person dropdown when setting up resource templates
- Fixed bug on task hours total in View Task Totals
- Changes to the way project module handles resources
- Fixed bug which allowed hours with no employee also removed overtime checkbox as deprecated
- To add value to opportunities and products plus tidy up lik 'opportunity to project'
- Add database migration for project module updates
2014.3.7 - 2014-09-15
- Duplicate NI number should be allowed in combination with finish date in HR - New Employee
2014.3.6 - 2014-09-09
- Regression in report definitions
- VAT totals incorrect on Sales Order Quote print
- Error adding periodic payment for Sales/Purchase Ledger Source
- Show person name on Sales Quote print
2014.3.5 - 2014-08-20
- Broken link on view purchase order supply/demand
- Parentheses arround address fields cause SQL error
- Print company bank account details on pro-forma invoice
- Show customer phone numbers on confirm sale
- Show line due dates on sales order acknowledgement
- Show sales order number on sales invoice
2014.3.4 - 2014-07-22
- Remove call by reference outside function definitions for PHP 5 compatibility
2014.3.3 - 2014-07-08
- Open up project job number for editing and enhance the search options
2014.3.2 - 2014-06-24
- Allow selection of a custom XSL report defintion for reports.
2014.3.1 - 2014-06-11
- Sales Order Acknowledgement Print, lines overwrite header
- CRM Activities view loads calendar instead of activities
- Adding a project fails due to system policy error
- OS Value on batch payments not being set to zero
- Use composer to install PHP libs
- phinx for database migrations
- First Git controlled release on bitbucket
- Older release notes at uzerp.com