TaskFlow Version 2.3
Release date
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Base
Added a configurable inbound webhook that can be linked to server actions
Migrated the old asynchronous importing which will now be available for all users
Added extra menu items in the discuss app to cater to Whatsapp
Removed a bunch of modules that are no longer needed for the new version
Attachments now show in new speech bubble messages when using the Social application
Fixed a bug with the Contacts application when searching for a contact by Name
Fixed grouping filters on the create date of records in Helpdesk, Voice, Projects
Updated python library versions that are required by the Voice application
Removed the base_currency module that is now replaced by l10n modules which are installed based on the country of the client
Removed the loading screen on the Settings Dashboard caused by computing the database and filestore sizes
Fixed a bug that would cause the display name to be empty when TaskFlow has been upgraded
Explicitly define applications that users have access to when they use the Apps application
Replaced static global search fields with a module to make it more configurable in Settings->Technical->Global Search
Added a default Voice dashboard to our advanced dashboard to view ordinary call statistics
Added a default Helpdesk dashboard to our advanced dashboard to view Helpdesk Ticket statistics
Added functionality to allow configurators to set unique constraints on any field within the system with ease.
Added a feature that clears the global search bar when the app switcher is closed
Fixed a bug on the CRM kanban view that misaligned opportunity statistics
Added a feature that prevents Configurators from adding compute and stored fields that may cause load on some instances
Ability to edit and save customer favorite filters on any view
Fixed a bug that would not link users to user logs when the user logs out
Fixed a bug that would duplicate messages in the Social application from Facebook
Fixed a couple of bugs related to materialized views on the BI Reports module
Made database size display dynamic
Added functionality to dynamically post warning and error messages to users
Added functionality that fetches all public holidays for the workdays module 50 years ahead of time
Added quality assurance module that is linked to a select few modules
Improved configurable webhook functionality to cater to JSON requests as well
Fixed branding issues on email templates
Loans
Ability to customize loan settlement calculation
Fixed a bug on the Paym8 integration caused by a deprecated library
Helpdesk
Ability to assign tickets to users who are online
Added two new templates (“After Hours” and “Unallocated Ticket“)
Fixed a bug that would cause an infinite loop between two or more channels
Fixed a bug that would send an email out to an agent when they are assigned to a ticket (Ask Myron)
Ability to add a supervisor as a follower to a ticket when enabled on the Helpdesk channel
Moved the rating functionality to its own central module
Voice
Removed version 9.0 compatibility checks
Added a feature that forces user extensions to busy when they have closed their browser
Added a feature that allows campaigns to load in the background when opening the call widget
Fixed a bug on inbound and outbound calls that would return the incorrect call recording
Studio
Fixed an access right warning that standard users would get when logging in for the first time
Hide the studio system tray icon when a user is not an administrator/superuser
Technical release
Base 1.29
CMP 3.11
LMS 3.2
HLP 1.12
Code report
Report | Result |
|---|---|
Coverage | -- |
PEP8 | -- |
Modules affected
Module | Action |
|---|---|
social | Upgrade |
helpdesk | Upgrade |
base_import_async | Install if required |
web_char_domain | Uninstall |
web_clear_breadcrumbs | Uninstall |
web_color | Uninstall |
web_config | Uninstall |
web_debrand | Uninstall |
web_editor_codeview | Uninstall |
web_mass_delete | Uninstall |
web_multi_company | Uninstall |
web_taskflow | Uninstall |
web_flow | Upgrade |
mail_extend | Upgrade |
rating_extend | Upgrade |
call | Upgrade |
campaignn_call | Upgrade |
project_sla | Upgrade |
api_clickatel | Upgrade |
api_compuscan | Upgrade |
api_intecon | Upgrade |
api_panacea | Upgrade |
api_paym8 | Upgrade |
api_repay | Upgrade |
api_twilio | Upgrade |
api_xds | Upgrade |
archive_mixin | Upgrade |
bank_avs | Upgrade |
bank_avs_compuscan | Upgrade |
bank_avs_xds | Upgrade |
bank_attachment_s3 | Upgrade |
base_city | Upgrade |
base_country | Upgrade |
base_cron | Upgrade |
base_database_connector | Upgrade |
base_debug | Upgrade |
base_export_async | Upgrade |
base_ir | Upgrade |
base_license | Upgrade |
base_partner | Upgrade |
base_pdfquery | Upgrade |
base_scrape | Upgrade |
base_users_log | Upgrade |
base_users_tracking | Upgrade |
base_webhook | Upgrade |
base_xmlrpc | Upgrade |
bi_sql_editor | Upgrade |
calendar_extend | Upgrade |
call_crm | Upgrade |
call_helpdesk | Upgrade |
call_loan | Upgrade |
call_project | Upgrade |
call_project_issue | Upgrade |
campaign | Upgrade |
campaign_call | Upgrade |
campaign_call_crm | Upgrade |
campaign_crm | Upgrade |
campaign_web_iframe | Upgrade |
credit_report | Upgrade |
credit_report_compuscan | Upgrade |
credit_report_xds | Upgrade |
crm_activity_legacy | Upgrade |
crm_city | Upgrade |
crm_disable_kanban | Upgrade |
crm_document | Upgrade |
crm_iframe | Upgrade |
crm_partner | Upgrade |
crm_project | Upgrade |
crm_round_robin | Upgrade |
crm_stage_tracking | Upgrade |
date_stat | Upgrade |
debit_order | Upgrade |
debit_order_intecon | Upgrade |
debit_order_paym8 | Upgrade |
debit_order_repay | Upgrade |
faker | Upgrade |
faker_call | Upgrade |
faker_crm | Upgrade |
faker_loan | Upgrade |
helpdesk_dashboard | Upgrade |
helpdesk_faq | Upgrade |
helpdesk_project | Upgrade |
helpdesk_timesheet | Upgrade |
helpdesk_tracking | Upgrade |
insurance | Upgrade |
l10n_us_bank | Upgrade |
l10n_us_base | Upgrade |
l10n_us_crm | Upgrade |
l10n_za_bank | Upgrade |
l10n_za_base | Upgrade |
l10n_za_crm | Upgrade |
loan | Upgrade |
loan_arrangement | Upgrade |
loan_cpa | Upgrade |
loan_debit_order | Upgrade |
loan_nlr_xds | Upgrade |
mail_tracking | Upgrade |
mail_vader | Upgrade |
password_security | Upgrade |
portal_crm | Upgrade |
project_partner | Upgrade |
project_sla | Upgrade |
project_subtask | Upgrade |
project_timeline | Upgrade |
qa | Upgrade |
qa_call | Upgrade |
qa_helpdesk | Upgrade |
report_taskflow | Upgrade |
report_unoconv | Upgrade |
resource_holiday | Upgrade |
sale_crm_extend | Upgrade |
sale_mandate | Upgrade |
save_translation_file | Upgrade |
search_mixin | Upgrade |
server | Upgrade |
sms | Upgrade |
sms_panacea | Upgrade |
sms_twilio | Upgrade |
social_facebook_messenger | Upgrade |
social_whatsapp_clickatell | Upgrade |
status | Upgrade |
web_flow_helpdesk | Upgrade |
web_iframe | Upgrade |
web_notifications | Upgrade |
web_timeline | Upgrade |
web_file_editor | Install |
Post-Migrations
# Set the DND persistance on all extensions to True by default
UPDATE call_log SET dnd_persistance = True;
# We may need a script that migrates the rating field values to last_rating_value on helpdesk
# Since there is a new rating mixin
|
Developer Notes:
When adding new menu items to be displayed in the Apps switcher, the menu items need to be added in a central file in web_flow/data/app_switcher_icons.xml