TaskFlow Version 1.23

TaskFlow Version 1.23

Release date

Sep 18, 2019 

Base

  • Added US country and cities to all existing and future installations

  • Ability to clone database tables from external database sources

  • Improvements on the report conversion from OpenOffice to PDF

  • Show warning message if models have no access rights configured

User Interface

  • Added a color picker widget for use on any form view

  • Improved icons for failed, sent and read emails on the communication thread, plus major speed improvement in loading the communication thread data

Helpdesk

  • Fixed traceback on helpdesk dashboard if no tags or types have been set for the period

  • Spam tickets will no longer be taken into account for any data displaying on the dashboard

  • Added extra help text on channel form view to guide users during setup

  • Ability to choose email template on the pending reason to automatically send email when moving a ticket into pending

  • Ability to link tickets to multiple tasks instead of just one task

Text Message (old SMS)

  • Configure globally a text message character limit

Campaigns

  • Fixed traceback when generating campaign statistics

  • See agents currently logged in on campaigns on the kanban and form view

Voice

  • Log all abandoned calls from inbound queues in the database (new end reason "Abandoned" has been added to call logs)

  • Fixed incorrect "Abandoned Calls" counter on the voice dashboard which is now based on actual call logs

  • Fixed traceback when rescheduling calls from the agent widget

  • Fixed traceback when SIP phone is not installed and a phone number is clicked

Debit Orders

  • Added a "Sent to Bank" state to all the instalments to indicate when instalment has been sent to the bank

  • Added extra check to ensure that only draft instalments are sent to payment providers (avoids duplicates)

  • Added ability to resubmit debit orders through a button on the instalment

  • Added ability to cancel a single instalment through the edit button on the instalment

  • Added extra fields to a promissory to track the amounts/counts of remaining, completed, and failed instalments

  • Improved list views (with colors indicated states) and search views all over

  • Fixed bug where Paym8 does not accept company names with digits in the name

Loan

  • Added settlement discount field on loans

  • Added loan progress bar to the loan list and form view

  • Added a daily repayment schedule to loan product

  • Added fixed instalment calculation to loan product

  • Added initiation fee collection strategy to the loan product

  • Added the ability for user to print/email loan statements for all active loans

  • Added modules that will track South African and US public holidays and incorporate them in the payment schedule calculator

  • Added the ability to hide the different collections (interest, insurance, admin, and initiation)

  • Improved user interface on the loan to easily see active and past debit orders

  • Improvement in the calculation speed of new payment schedules

  • Improvement in the calculation speed of overdue loans in the loan book

  • Fixed various rounding issues across the application

  • Fixed traceback on compound interest calculation on the loan product

Technical release

  • Base 1.24

  • HLP 1.8

  • CMP 3.6

  • LMS 2.6

Code report

Report

Result

Coverage

60%

PEP8

1209

Pylint

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Modules affected

Module

Action

api_paym8

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base_city

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base_country

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base_database_connector

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base_partner

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base_users_log

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call

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campaign

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campaign_call

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campaign_sms

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credit_report

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crm_city

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debit_order

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helpdesk

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loan

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loan_application

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loan_cashbox

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loan_debit_order

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loan_import

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mail_tracking

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report_unoconv

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sms

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web_config

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web_taskflow

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