TaskFlow Version 2.2

Release date

 

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

ReportResult
Coverage

56%

PEP81368

Modules affected

ModuleAction
api_clickatelInstall if required
api_repayInstall if required
assign_mixinUpgrade
base_bankUninstall
base_cityUpgrade
base_countryUpgrade
base_partnerUpgrade
callUpgrade
campaignUpgrade
credit_reportUpgrade
crm_partnerUpgrade
debit_orderUpgrade
debit_order_inteconUpgrade
debit_order_paym8Upgrade
debit_order_repayInstall if required
helpdeskUpgrade
l10n_us_baseInstall if required
l10n_us_crmInstall if required
l10n_za_baseInstall if required
l10n_za_crmInstall if required
loanUpgrade
loan_debit_orderUpgrade
mail_vaderInstall
project_partnerUpgrade
report_unoconvUpgrade
socialInstall if required
social_facebook_messangerInstall if required
social_whatsapp_clickatellInstall if required
statusUpgrade
web_flowUpgrade
web_flow_loanInstall

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()