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 | -- |
Modules affected
Module | Action |
|---|---|
api_paym8 | Upgrade |
base_city | Upgrade |
base_country | Upgrade |
base_database_connector | Upgrade |
base_partner | Upgrade |
base_users_log | Upgrade |
call | Upgrade |
campaign | Upgrade |
campaign_call | Upgrade |
campaign_sms | Upgrade |
credit_report | Upgrade |
crm_city | Upgrade |
debit_order | Upgrade |
helpdesk | Upgrade |
loan | Upgrade |
loan_application | Upgrade |
loan_cashbox | Upgrade |
loan_debit_order | Upgrade |
loan_import | Upgrade |
mail_tracking | Upgrade |
report_unoconv | Upgrade |
sms | Upgrade |
web_config | Upgrade |
web_taskflow | Upgrade |