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

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Result

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PEP8

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Modules affected

Module

Action

Module

Action

social

Upgrade

helpdesk

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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

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mail_extend

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rating_extend

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call

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campaignn_call

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project_sla

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api_clickatel

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api_compuscan

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api_intecon

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api_panacea

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api_paym8

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api_repay

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api_twilio

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api_xds

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archive_mixin

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bank_avs

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bank_avs_compuscan

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bank_avs_xds

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bank_attachment_s3

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base_city

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base_country

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base_cron

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base_database_connector

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base_debug

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base_export_async

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base_ir

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base_license

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base_partner

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base_pdfquery

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base_scrape

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base_users_log

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base_users_tracking

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base_webhook

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base_xmlrpc

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bi_sql_editor

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calendar_extend

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call_crm

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call_helpdesk

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call_loan

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call_project

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call_project_issue

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campaign

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campaign_call

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campaign_call_crm

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campaign_crm

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campaign_web_iframe

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credit_report

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credit_report_compuscan

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credit_report_xds

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crm_activity_legacy

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crm_city

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crm_disable_kanban

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crm_document

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crm_iframe

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crm_partner

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crm_project

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crm_round_robin

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crm_stage_tracking

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date_stat

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debit_order

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debit_order_intecon

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debit_order_paym8

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debit_order_repay

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faker

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faker_call

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faker_crm

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faker_loan

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helpdesk_dashboard

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helpdesk_faq

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helpdesk_project

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helpdesk_timesheet

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helpdesk_tracking

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insurance

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l10n_us_bank

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l10n_us_base

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l10n_us_crm

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l10n_za_bank

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l10n_za_base

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l10n_za_crm

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loan

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loan_arrangement

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loan_cpa

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loan_debit_order

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loan_nlr_xds

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mail_tracking

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mail_vader

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password_security

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portal_crm

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project_partner

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project_sla

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project_subtask

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project_timeline

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qa

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qa_call

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qa_helpdesk

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report_taskflow

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report_unoconv

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resource_holiday

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sale_crm_extend

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sale_mandate

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save_translation_file

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search_mixin

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server

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sms

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sms_panacea

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sms_twilio

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social_facebook_messenger

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social_whatsapp_clickatell

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status

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web_flow_helpdesk

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web_iframe

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web_notifications

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web_timeline

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web_file_editor

Install

Post-Migrations

1 2 3 4 5 # 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