LedgerSMB 1.4 RC1

The LedgerSMB core team is proud to announce that LedgerSMB 1.4 has reached release candidate stage.  This includes a large number of enhancements compared to 1.3.
 
This provides a stable look at where we are going, and an opportunity for more feedback.
 
Particular highlights include the web services infrastructure, the integration of Dojo, and the new reporting structures.  We also have many more killer features.  Please see the full changelog for more information.

 
Changelog for 1.4 Series
Forthcoming
 
General Enhancements:
* Performance enhancements on menu routines (Chris T and Steven M)
* Added +/- selection indicators to menu CSS (Chris T)
* Changing all auth calls to hit postgres db instead of template1 (Chris T)
* invoice.unit is now unbounded varchar to reduce errors (Chris T, 3516235)
* Invoices with inventory subject to draft/vouchers workflows (Chris T)
* Added Equity (Temp) account type, closed at year-end (Chris T)
* Added description field to transaction and invoice screens (Chris T)
* Removed ability to repost/delete transactions (Chris T)
* Partsgroups can now be nested though this is not yet used by LSMB (Chris T)
* Timecard system generalized to allow labor and materials cards too (Chris T)
* Can now print envelopes or shipping labels from many screens (Chris T)
* Can now select default formats for printed invoices (Chris T)
* Shipvia is now a text area. (Chris T)
* Descriptions can now be locked on invoices and orders (Chris T)
* Reconciliation reports can now be rejected (Chris T, 855)
* Added rounding tax module (Chris T, related to bug report 878)
* SQL files placed in sql/on_load/ now run on creation/upgrade of db (Chris T)
 

Enhancing Security Structure
* Session expiration now with configurable behavior (Chris T)
* Templates for user documents (like invoices) now stored in the db (Chris T)
* New Roles.sql file can be reloaded without prepocessing (Chris T)
* New Roles.sql file leaves no errors on success (Chris T)
* Removed public grants, using a base user instead (Chris T)
 
Enhancing data integrity
* No longer allow NULL amounts in acc_trans (Chris T)
 
Control Code Series System (Chris T)
* Covers invoices, orders, transactions, parts, and business units
* Have many different series for the same field (i.e. several series of 
   partnumbers
* Each can set whether it overrides user input.
 
Installation/Upgrade
* PostgreSQL contrib dependencies removed, now require Pg 8.4 (Chris T)
* LaTeX format detection now run-time call, not configured (Chris T)
* configure_apache.sh: Add search for apache user & config path
  Do not overwrite ledgersmb-httpd.conf without warning (Havard S)
 
Code/API improvements
* scripts/* files moved to make inheritance possible (Chris T)
* Removed the Config::Std dependency and moved to Config::General (Chris T)
* Improved error handling using Try::Tiny and die (Chris T)
* Added "dynatable.html" template that can be included in templates (Chris T)
* Dynatable forms obtained through GET now show link back to form (Chris T)
* LedgerSMB->error and Form->error now show db version and company (Chris T)
* Simpler use of Log::Log4perl instead of LedgerSMB::Log (Chris T)
* Centralized database commit for new code (Chris T)
* Plugin model for Contact management screen (Chris T)
* Refactored setup.pl for easier management and customization (Erik H)
 
New RESTful Web Services Framework
* Supports XML and JSON as input formats
* Supports XML and JSON as output formats
* Supports read/write for Contacts:
   * Customers
   * Vendors
   * Employees
   * Leads
   * More
 
New Reporting Framework
* Easy bridge between SQL and display (Chris T)
* All reports exportable to CSV (Chris T)
* All reports exportable to PDF (Chris T)
* Unified UI for reports (Chris T)
* Enhanced trial balance allows for partial trial balance (Chris T)
* Enhanced trial balance allows for saved criteria (Chris T)
* New income-statement-like reports for customers and products (Chris T)
* New income-statement-like reports for invoices (Chris T)
 
Customer/Vendor/Employee Handling and CRM
* Added sales tax id and license number fields for companies (Chris T)
* Simpified database schema (Chris T)
* Full text search of notes for customers/vendors (Chris T)
* Added file attachments to customers, vendors, employees, leads etc (Chris T)
* Added lead handling (Chris T)
 
New CSV Import Module
* Imports GL transactions (Chris T)
* Imports AP batches (Chris T)
* Imports charts of accounts entries (Erik H)
* Imports GIFI tables (Erik H)
* Imports SIC tables (Erik H)
* Imports timecards (Chris T)
* Imports initial inventory and periodic counts (Chris T)
* Extensible
* field maps can be overridden
 
New Business Reporting Unit System (Chris T)
* Replaces Projects and Departments
* Business reporting units may be nested
* Allows one to do funds accounting, track jobs separately from projects, etc
* Report on any combination of business reporting units (up to one per class)
 
Erik H is Erik Huelsmann
Chris T is Chris Travers
Steven M is Steven Marshall
Havard S is Havard Sorli
 

 

 

Release: 
Security release: 
No
Release candidate: 
Yes