TaskFlow Version 2.2

Release date

May 15, 2020

Base

The header of list views will always display, even when scrolling
Ability for administrators to take a screenshot of any system user
Screenshot will be sent to our support server whenever a traceback occurs
Ability to see the number of rows and table size of any model
Removed passport number and postal address from contact
Fixed bug when testing field scraping automated actions

Localization (New!)

Added South African localization (Language, Currency, Banks, Cities, RSA ID, Postal Code and Provinces)
Added United States localization (Language, Currency, Banks, Cities, Social Security Number, ZIP)

Social (New!)

Introducing new app which will be the base module for all instant messaging integrations
Added support for Whatsapp Messenger API (via Clickatell)
Added support for Facebook Messanger API (direct integration)

Dashboards

Fixed bug where user timezone wasn't being taken into account

CRM

Ability to assign opportunities when they land in a stage in the pipeline

Voice

Fixed bug when requesting native browser notifications
Various performance improvements on the AMI integration
Added a mandatory account code to the PBX screen
Improved PBX live dashboard

Campaigns

Fixed bug when selecting filters on campaign

Loans

Better integration with the debit order module and improved user interface
Fixed bug where overdue calculation was not refreshed when creating new transactions
Fixed bug where running balance was not updated when settling a loan
Ability to search for loans on the app switcher

Debit Order

Added new integration via Repay API
Fixed bug where if all instalments fail, the promissory would not be marked as completed
Fixed bug where updates to instalments produced incorrect stats on the promissory
Fixed traceback when trying to print or email multiple statements
Removed all dependencies on accounting module

Helpdesk

Automatically create new contacts from "From" and "CC" headers when receiving new tickets
Added activities to tickets mail communication thread
Ability to search for tickets on the app switcher
Fixed bug where auto-responses causes email loops

Project

Ability to assign tasks when they land in a certain stage in the project

Status

Various performance improvements

Technical release

Base 1.28
CMP 3.10
HLP 1.11
LMS 3.1

Code report

Report	Result
Coverage	56%
PEP8	1368

Modules affected

Module	Action

Module	Action
api_clickatel	Install if required
api_repay	Install if required
assign_mixin	Upgrade
base_bank	Uninstall
base_city	Upgrade
base_country	Upgrade
base_partner	Upgrade
call	Upgrade
campaign	Upgrade
credit_report	Upgrade
crm_partner	Upgrade
debit_order	Upgrade
debit_order_intecon	Upgrade
debit_order_paym8	Upgrade
debit_order_repay	Install if required
helpdesk	Upgrade
l10n_us_base	Install if required
l10n_us_crm	Install if required
l10n_za_base	Install if required
l10n_za_crm	Install if required
loan	Upgrade
loan_debit_order	Upgrade
mail_vader	Install
project_partner	Upgrade
report_unoconv	Upgrade
social	Install if required
social_facebook_messanger	Install if required
social_whatsapp_clickatell	Install if required
status	Upgrade
web_flow	Upgrade
web_flow_loan	Install

Post-Migrations

[base_bank]

ALTER TABLE res_bank DROP COLUMN website;
ALTER TABLE res_bank DROP COLUMN routing_number;
UPDATE res_partner_bank SET acc_type='bank' WHERE account_type='current';
UPDATE res_partner_bank SET acc_type='bank' WHERE account_type='checking';
UPDATE res_partner_bank SET acc_type='savings' WHERE account_type='savings';
ALTER TABLE res_partner_bank DROP COLUMN account_type;

[base_country]

UPDATE res_country SET active=TRUE;

[base_partner]

ALTER TABLE res_partner DROP COLUMN passport_number;
ALTER TABLE res_partner DROP COLUMN passport_number_valid;

[call]

UPDATE call_pbx SET account_code='TSK' WHERE account_code IS NULL;

[credit_report]

ALTER TABLE res_partner DROP COLUMN id_type;

[helpdesk]

ALTER TABLE helpdesk_helpdesk DROP COLUMN contact_create;
ALTER TABLE helpdesk_helpdesk DROP COLUMN cc_contacts_create;

# Correct promissory that were in incorrect state
for p in env['res.promissory'].search([('state', 'in', ['active', 'error'])]):
    p.instalment_ids[0]._check_if_complete()