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diff --git a/doc/Changelog b/doc/Changelog new file mode 100644 index 00000000000..99e5c9e1072 --- /dev/null +++ b/doc/Changelog @@ -0,0 +1,650 @@ +Mon Dec 4 18:01:55 CET 2006 +4.0.0 + Summary: + Some bugfixes + +Tue Nov 28 14:44:20 CET 2006 +4.0.0-rc1 + Summary: + This is a stable version (RC1) with lots of new features. Main + Improvements were: + Accounting: more functions, new modules, more stable + Much more better ergonomy + Lots of simplification to allows non IT people to use and + configure Tiny ERP: manage database, step by step configuration + menu, auto-installers, better help, ... + + New: + Skill management module + ACCOUNT: + New and simpler bank statement form + New reports: + on Timesheets (analytic accounting) + Theorical revenue based on time spent + Global timesheet report by month + Chart of accounts + Different taxes methods supported + Gross (brut) + Net + Fixed amount + INVOICE: + invoice on shipping (manufacturing industry) + invoice on timesheet (services) + PURCHASE: + different invoicing control method (on order, on shipping, + manual) + Support of prices tax included /excluded in sales orders + New modules: + Sale_journal, stock_journal for bigger industries: + Divide works in different journals + New invoicing method from partner, to so, to picking + Daily, Monthly (grouped by partner or not) + New modules for prices with taxes included / excluded + New chart of accounts supported: + l10n_be/ l10n_chart_be_frnl/ + l10n_chart_id/ l10n_chart_uk/ + l10n_ca-qc/ l10n_chart_br/ + l10n_chart_it/ l10n_chart_us_general/ + l10n_ch/ l10n_chart_ca_en/ + l10n_chart_it_cc2424/ l10n_chart_us_manufacturing/ + l10n_ch_pcpbl_association/ l10n_chart_ca_fr/ + l10n_chart_la/ l10n_chart_us_service/ + l10n_ch_pcpbl_independant/ l10n_chart_ch_german/ + l10n_chart_nl/ l10n_chart_us_ucoa/ + l10n_ch_pcpbl_menage/ l10n_chart_cn/ + l10n_chart_nl_standard/ l10n_chart_us_ucoa_ez/ + l10n_ch_pcpbl_plangen/ l10n_chart_cn_traditional/ + l10n_chart_no/ l10n_chart_ve/ + l10n_ch_pcpbl_plangensimpl/ l10n_chart_co/ + l10n_chart_pa/ l10n_fr/ + l10n_ch_vat_brut/ l10n_chart_cz/ + l10n_chart_pl/ l10n_se/ + l10n_ch_vat_forfait/ l10n_chart_da/ + l10n_chart_sp/ l10n_simple/ + l10n_ch_vat_net/ l10n_chart_de_datev_skr03/ + l10n_chart_sw/ + l10n_chart_at/ l10n_chart_de_skr03/ + l10n_chart_sw_church/ + l10n_chart_au/ l10n_chart_hu/ + l10n_chart_sw_food/ + Step by step configuration menu + Setup wizard on first connection + Select a company profile, auto-install language, demo data, ... + + Imrovements: + KERNEL: Demo data improved + Better import / export system + KERNEL: Multi-database management system + Backup, Restore, Create, Drop from the client + PRODUCT/PRODUCT_EXTD: Eavily change the product form, use the new + object to compute the pricelist + REPORTS: + Better Sale order, purchase order, invocies and customers reports + ACCOUNT: Support of taxes in accounts + management of the VAT taxes for most european countries: + Support of VAT codes in invoices + Better computation of default values in accounting entries + Preferences in partners, override products + Bugfix when closing a fiscal year + Better ergonomy when writting entries + New Module Management System: + Install / Upgrade new modules directly from the client + Install new languages + KERNEL: + Ability to add select=True at the object level for postgresql indexes + Bugfix in search in some inherited objects + Added the ability to call methods from a browse object + KERNEL+BASE: changed the way the migration system works for menuitems: + now you can change a menuitem defined elsewhere. And this will work + whether that menuitem has an id or not (it use the name of the + menuitem to find it) + KERNEL: + Installing a module from the client + Better Windows Auto-Installer + DELIVERY: + Delivery and invoicing on picking list + KERNEL: + Distinction between active (by default) and installable + ACCOUNT/PROJECT: Added support for the type of invoicing + CRM: + eMAil gateway + Management of different departments and sections + Rule system + About 20 new statistics reporting + eCommerce interface: + Better Joomla (virtuemart, OSCommerce) support + Joomla is now fully functionnal + + Bugfixes: + ACCOUNT: tree view on reporting analytic account + KERNEL: Fix the bug that happened when mixing active and child_of + search + KERNEL: Check for the existance of active when computing child_of + PRODUCT: production computation with different UoM + +------------------------------------------------------------------------ + +Fri Oct 6 14:44:05 CEST 2006 +Server 3.4.2 + Improvements: + BASE: changed workflow print system so that it handles inexisting + workflows more gracefully (patch from Geoff Gardiner) + MRP: new view to take into account the orderpoint exceptions + MRP: made menu title more explicit + + Bugfixes: + ACCOUNT: fixed typo in invoice + changed sxw file so that it is in + sync with the rml file + DELIVERY: fixed taxes on delivery line (patch from Brice Vissière) + PROJECT: skip tasks without user in Gantt charts (it crashed the report) + PRODUCT: fixed bug when no active pricelist version was found + PRODUCT_EXTENDED: correct recursive computation of the price + SALE: get product price from price list even when quantity is set after + the product is set + STOCK: fixed partial picking + + Packaging: + Changed migration script so that it works on PostgreSQL 7.4 + +------------------------------------------------------------------------ + +Tue Sep 12 15:10:31 CEST 2006 +Server 3.4.1 + Bugfixes: + ACCOUNT: fixed a bug which prevented to reconcile posted moves. + +------------------------------------------------------------------------ + +Mon Sep 11 16:12:10 CEST 2006 +Server 3.4.0 (changes since 3.3.0) + New modules: + ESALE_JOOMLA: integration with Joomla CMS + HR_TIMESHEET_ICAL: import iCal to automatically complete timesheet + based on outlook meetings + PARTNER_LDAP: adds partner synchronization with an LDAP server + SALE_REBATE: adds rebates to sale orders + + 4 new modules for reporting using postgresql views: + REPORT_CRM: reporting on CRM cases: by month, user, ... + REPORT_PROJECT: reporting on projects: tasks closed by project, user, + month, ... + REPORT_PURCHASE: reporting on purchases + REPORT_SALE: reporting on sales by periods and by product, category of + product, ... + + New features: + KERNEL: Tiny ERP server and client may now communicate through HTTPS. + To launch the server with HTTPS, use the -S or --secure option + Note that if the server runs on HTTPS, the clients MUST connect + with the "secure" option checked. + KERNEL: the server can now run as a service on Windows + Printscreen function (Tree view print) + KERNEL: added a new --stop-after-init option which stops the server + just before it starts listening + KERNEL: added support for a new forcecreate attribute on XML record + fields: it is useful for records are in a data node marked as + "noupdate" but the record still needs to be added if it doesn't + exit yet. The typical use for that is when you add a new record + to a noupdate file/node. + KERNEL: manage SQL constraints with human-readable error message on the + client side, eg: Unique constraints + KERNEL: added a new system to be able to specify the tooltip for each + field in the definition of the field (by using the new help="" + attribute) + ACCOUNT: new report: aged trial balance system + ACCOUNT: added a wizard to pay an invoice from the invoice form + BASE: print on a module to print the reference guide using introspection + HR: added report on attendance errors + PRODUCT: products now support multi-Level variants + + Improvements: + KERNEL: speed improvement in many parts of the system thanks to some + optimizations and a new caching system + KERNEL: New property system which replace the, now deprecated, ir_set + system. This leads to better migration of properties, more + practical use of them (they can be used like normal fields), + they can be translated, they are "multi-company aware", and + you can specify access rights for them on a per field basis. + KERNEL: Under windows, the server looks for its configuration file in + the "etc" sub directory (relative to the installation path). + This was needed so that the server can be run as a windows + service (using the SYSTEM profile). + KERNEL: added ability to import CSV files from the __terp__.py file + KERNEL: force freeing cursor when closing them, so that they are + available again immediately and not when garbage collected. + KERNEL: automatically drop not null/required constraints from removed + fields (ie which are in the database but not in the object) + KERNEL: added a command-line option to specify which smtp server to use + to send emails. + KERNEL: made browse_record hashable + ALL: removed shortcuts for the demo user. + ACCOUNT: better invoice report + ACCOUNT: Modifs for account chart, removed old stock_income account type + ACCOUNT: made the test_paid method on invoices more tolerant to buggy + data (open invoices without move/movelines) + ACCOUNT: better bank statement reconciliation system + ACCOUNT: accounting entries encoding improved a lot (using journal) + ACCOUNT: Adding a date and max Qty field in analytic accounts for + support contract + ACCOUNT: Adding the View type to analytic account / cost account + ACCOUNT: changed test_paid so that the workflow works even if there is + no move line + ACCOUNT: Cleanup credit/debit and balance computation methods. Should + be faster too. + ACCOUNT: use the normal sequence (from the journal) for the name of + moves generated from invoices instead of the longer name. + ACCOUNT: print Payment delay in invoices + ACCOUNT: account chart show subtotals + ACCOUNT: Subtotal in view accounts + ACCOUNT: Replaced some Typo: moves-> entries, Transaction -> entry + ACCOUNT: added quantities in analytic accounts view, and modified + cost ledger report for partners/customers + ACCOUNT: added default value for the currency field in invoices + ACCOUNT: added the comment/notes field on the invoice report + BASE: added menuitem (and action) to access partner functions (in the + definitions menu) + BASE: better demo data + BASE: duplicating a menu item now duplicates its action and submenus + BASE: Bank Details on Partners + CRM: View on all actions made on cases (used by our ISO9002 customer + to manage corrections to actions) + CRM: fixed wizard to create a sale order from a case + CRM: search on non active case, not desactivated by default + CRM: Case ID in fields with search + HR_TIMESHEET: new "sign_in, sign_out" using projects. It fills + timesheets and attendance at the same time. + HR_TIMESHEET: added cost unit to employee demo data + MRP: improvement in the scheduler + MRP: purchase order lines' description generated from a procurement + defaults to the product name instead of procurement name + MRP: Better traceability + MRP: Better view for procurement in exception + MRP: Added production delay in product forms. Use this delay for + average production delay for one product + MRP: dates scheduler, better computation + MRP: added constraint for non 0 BoM lines + PRODUCT: Better pricelist system (on template or variant of product) + PRODUCT_EXTENDED: Compute the price only if there is a supplier + PROJECT: when a task is closed, use the task's customer to warn the + customer if it is set, otherwise use the project contact. + PROJECT: better system to automatically send an email to the customer + when a task is closed or reopened. + PURCHASE: date_planned <= current_time line in red + PURCHASE: better purchase order report + PURCHASE: better purchase order duplication: you can now duplicate non + draft purchase orders and the new one will become draft. + SALE: better sale order report + SALE: better demo data for sale orders + SALE: better view for buttons in sale.order + SALE: select product => description = product name instead of code + SALE: warehouse field in shop is now required + SCRUM: lots of improvements for better useability + STOCK: allows to confirm empty picking lists. + STOCK: speed up stock computation methods + + Bugfixes: + KERNEL: fix a huge bug in the search method for objects involving + "old-style" inheritance (inherits) which prevented some records + to be accessible in some cases. Most notable example was some + products were not accessible in the sale order lines if you had + more products in your database than the limit of your search + (80 by default). + KERNEL: fixed bug which caused OO (sxw) reports to behave badly (crash + on Windows and not print correctly on Linux) when data + contained XML entities (&, <, >) + KERNEL: reports are now fully concurrency compliant + KERNEL: fixed bug which caused menuitems without id to cause havoc on + update. The menuitems themselves were not created (which is + correct) but they created a bad "default" action for all + menuitems without action (such as all "menu folders"). + KERNEL: fix a small security issue: we should check the password of the + user when a user asks for the result of a report (in addition + to the user id and id of that report) + KERNEL: bugfix in view inheritancy + KERNEL: fixed duplicating resource with a state field whose selection + doesn't contain a 'draft' value (for example project tasks). It + now uses the default value of the resource for that field. + KERNEL: fixed updating many2many fields using the (4, id) syntax + KERNEL: load/save the --logfile option correctly in the config file + KERNEL: fixed duplicating a resource with many2many fields + ALL: all properties should be inside a data tag with "noupdate" and + should have a forcecreate attribute. + ACCOUNT: fixed rounding bug in tax computation method + ACCOUNT: bugfix in balance and aged balance reports + ACCOUNT: fixing precision in function fields methods + ACCOUNT: fixed creation of account move lines without using the client + interface + ACCOUNT: fixed duplicating invoices + ACCOUNT: fixed opening an invoices whose description contained non + ASCII chars at specific position + ACCOUNT: small bugfixes in all accounting reports + ACCOUNT: fixed crash when --without-demo due to missing payment.term + ACCOUNT: fixed bug in automatic reconciliation + ACCOUNT: pass the address to the tax computation method so that it is + available in the tax "python applicable code" + BASE: allows to delete a request which has a history (it now deletes the + history as well as the request) + BASE: override copy method for users so that we can duplicate them + BASE: fixed bug when the user search for a partner by hitting on an + empty many2one field (it searched for a partner with ref=='') + BASE: making ir.sequence call thread-safe. + CRM: fixed a bug which introduced an invalid case state when closing a + case (Thanks to Leigh Willard) + HR: added domain to category tree view so that they are not displayed + twice + HR_TIMESHEET: fixed print graph + HR_TIMESHEET: fixed printing timesheet report + HR_TIMESHEET: Remove a timesheet entry removes the analytic line + MRP: bugfix on "force reservation" + MRP: fixed bugs in some reports and MRP scheduler when a partner has + no address + MRP: fix Force production button if no product available + MRP: when computing lots of procurements, the scheduler could raise + locking error at the database level. Fixed. + PRODUCT: added missing context to compute product list price + PRODUCT: fixed field type of qty_available and virtual_available + (integer->float). This prevented these fields to be displayed + in forms. + PROJECT: fixed the view of unassigned task (form and list) instead of + form only. + PURCHASE: fixed merging orders that made inventory errors when coming + from a procurement (orderpoint). + PURCHASE: fix bug which prevented to make a purchase order with + "manual" lines (ie without product) + PURCHASE: fix wizard to group purchase orders in several ways: + - only group orders if they are to the same location + - only group lines if they are the same except for qty and unit + - fix the workflow redirect method so that procurement are not + canceled when we merge orders + SALE: fixed duplicating a confirmed sale order + SALE: fixed making sale orders with "manual" lines (without product) + STOCK: future stock prevision bugfix (for move when date_planned < now) + STOCK: better view for stock.move + STOCK: fixed partial pickings (waiting for a production) + Miscellaneous minor bugfixes + + Packaging: + Fixed bug in setup.py which didn't copy csv files nor some sub- + directories + Added a script to migrate a 3.3.0 server to 3.4.0 (you should read the + README file in doc/migrate/3.3.0-3.4.0) + Removed OsCommerce module + +------------------------------------------------------------------------ + +Fri May 19 10:16:18 CEST 2006 +Server 3.3.0 + New features: + NEW MODULE: hr_timesheet_project + Automatically maps projects and tasks to analytic account + So that hours spent closing tasks are automatically encoded + KERNEL: Added a logfile and a pidfile option (patch from Dan Horak) + STOCK: Added support for revisions of tracking numbers + STOCK: Added support for revision of production lots + STOCK: Added a "splitting and tracking lines" wizard + PRODUCT_EXTENDED: Added a method to compute the cost of a product + automatically from the cost of its parts + + Improvements: + ALL: Small improvements in wizards (order of buttons) + PRODUCT: Remove packaging info from supplierinfo + PROJECT: Better task view (moved unused fields to other tab) + SALE: Keep formating for sale order lines' notes in the sale order report + + Bugfixes: + KERNEL: Fixed bug which caused field names with non ascii chars didn't work + in list mode on Windows + KERNEL: Fix concurrency issue with UpdatableStr with the use of + threading.local + KERNEL: Removed browse_record __unicode__ method... It made the sale order + report crash when using product names with non ASCII characters + KERNEL: Fixed bug which caused the translation export to fail when the server + was not launched from the directory its source is. + BASE: Updating a menuitem now takes care its parent menus + BASE: Fixed a cursor locking issue with updates + BASE: Fixed viewing sequence types as a tree/list + HR: Month field needs to be required in the "hours spent" report + PURCHASE: fixed group purchase order wizard: + - if there were orders from several different suppliers, it created a purchase + order for only the first supplier but canceled other orders, even those which + weren't merged in the created order (closes bugzilla #236) + - doesn't trash "manual" lines (ie lines with no product) + - pay attentions to unit factors when adding several lines together + MRP: fixed workcenter load report (prints only the selected workcenters) and + does't crash if the user didn't select all workcenters + + Miscellaneous: + Removed pydot from required dependencies + +------------------------------------------------------------------------ + +Server 3.3.0-rc1 +================ + +Changelog for Users +------------------- + +New module: OS Commerce + Integration with Tiny ERP and OS Commerce + Synchronisation 100% automated with eSale; + Import of categories of products + Export of products (with photos support) + Import of Orders (with the eslae module) + Export of stock level + Import of OSCommerce Taxes + Multiple shop allowed with different rules/products + Simple Installation + +New Module: HR_TIMESHEET + Management by affair, timesheets creates analytic entries in the + accounting to get costs and revenue of each affairs. Affairs are + structured in trees. + +New Module: Account Follow Up + Multi-Level and configurable Follows ups for the accounting module + +New module; Productivity Analysis of users + A module to compare productivity of users of Tiny ERP + Generic module, you can compare everything (sales, products, partners, + ...) + +New Modules for localisations: + Accounting localisations for be, ca, fr, de, ch, sw + Fix: corrected encoding (latin1 to utf8) of Swedish account tree XML file + +New Module - Sandwich + Allows employees to order the lunch + Keeps employees preferences + +New Module TOOLS: + Email automatic importation/integration in the ERP + +New Module EDI: + Import of EDI sale orders + Export of shippings + +Multi-Company: + Tiny ERP is now fully multi-company ! + New Company and configuration can be made in the client side. + +ACCOUNTING: + Better Entries > Standard Entries (Editable Tree, like in Excel) + Automatic creation of lines + Journal centralised or not + Counterpart of lines in one line or one counterpart per entry + Analytic accounting recoded from scratch + 5 new reports + Completly integrated with: + production, + hr_timesheet > Management by affairs + sales & purchases, + Tasks. + Added unreconciliation functionnalities + Added account tree fast rendering + Better tax computation system supporting worldwide specific countries + Better subscription system + Wizard to close a period + Wizard to clase a fiscal year + Very powerfull, simple and complete multi-currency system + in pricelists, sale order, purchases, ... + Added required fields in currencies (currency code) + Added decimal support + Better search on accounts (on code, shortcut or name) + Added constraint; + on users + on group + on accounts in a journal + added menuitem for automatic reconciliation; Multi-Levels + added factor to analytic units + added form view for budget items dotations + made number of digits in quantity field of the budget spread wizard coherent with the object field + fixed journal on purchase invoices/refunds (SugarCRM #6) + Better bank statement reconciliation + Fixed some reports + +STOCK: + Better view for location (using localisation of locations; posx, posy, posz) + +MARKETING: + fixed small bug when a partner has no adress + state field of marketing partner set as readonly + fixed marketing steps form view + better history view + disabled completely send sms wizard + fixed send email wizard + good priority -> high priority + fixed 'call again later' button + +NETWORK: + added tree view for login/password + +HR: + added holiday_status (=type of ...) to expense claim form view + +BASE (partner): + fixed email_send and _email_send methods + removed partner without addresses from demo data + Added a date field in the partner form + +MRP: + New report: workcenter futur loads + Analytic entries when production done. + SCHEDULER: better error msg in the generated request + Allows services in BoMs (for eg, subcontracting) + +Project/Service Management: + create orders from tasks; bugfixes + Completly integrated with the rest of the ERP + Services can now be MTO/MTS, Buy (subcontracting), produce (task), ... + Services can be used anywhere (sale.order, bom, ...) + See this graph; + http://tiny.be/download/flux/flux_procurement.png + tasks sorted by ... AND id, so that the order is not random + within a priority + +Automatic translations of all wizards + +Scrum Project Management + Better Ergonomy; click on a sprint to view tasks + Planned, Effetive hours and progress in backlog, project and sprint + Better Burndown Chart computation + Better (simpler) view of tasks + +Better demo Data + In All modules, eth converted to english + +PRODUCT: + computing the weight of the packaging + Added last order date + Alternative suppliers (with delay, prefs, ...) for one product + +PRICELISTS: + much more powerfull system + views simplified + one pricelist per usage: sale, order, pvc + price_type on product_view + Multi-Currency pricelist (EUR pricelist can depend on a $ one) + +HR-TIMESHEET: fixed bugs in hours report: + sum all lines for the same day instead of displaying only the first one + it now uses the analytic unit factor, so that mixing hours and days has some sense + close cursor + +SALE: + invoices generated from a sale order are pre-computed (taxes are computed) + + new invoicing functionnality; + invoice on order quantities or, + invoice on shipped quantities + + Invoice on a sale.order or a sale.order.line + + added default value for uos_qty in sale order lines (default to 1) + + +Changelog for Developers +------------------------ + +New option --debug, that opens a python interpreter when an exception +occurs on the server side. + +Better wizard system. Arguements self, cr, uid, context are passed in all +functions of the wizard like normal objects. All wizards converted. + +Speed improvements in many views; partners, sale.order, ... + less requests from client to server when opening a form + +Better translation system, wizard terms are exported. + +Script to render module dependency graph + +KERNEL+ALL: pass context to methods computing a selection. + +Modification for actions and view definitions: + Actions Window: + New field: view_mode = 'tree,form' or 'form,tree' -> default='form,tree' + New role of view_type: tree (with shortcuts), form (others with switch button) + If you need a form that opens in list mode: + view_mode = 'tree,form' or 'tree' + view_type = form + You can define a view in a view (for example sale.order.line in + sale.order) + less requests on the client side, no need to define 2 views + +Better command-line option message + +Fixed bug which prevented to search for names using non ASCII +chars in many2one or many2many fields + +Report Engine: bugfix for concurrency + +Support of SQL constraints + Uniq, check, ... + Good error message in the client side (check an account entry with + credit and debit >0) + +Fixed: when an exception was raised, the cursor wasn't closed and this +could cause a freeze in some cases + +Sequence can contains code: %(year)s, ... for prefix, suffix + EX: ORDER %(year)/0005 + +Bugfixes for automatic migration system + +bugfix on default value with creation of inherits + +Improvement in report_sxw; you can redefine preprocess to do some +preprocessing before printing + +Barcode support enabled by default + +Fixed OpenOffice reports when the server is not launched from the +directory the code reside + +Print workflow use a pipe instead of using a temporary file (now workflows +works on Windows Servers) + +Inheritancy improved (multiple arguments: replace, inside, after, before) + +Lots of small bugfixes + |