Release Notes 20.10

Release Notes
Administration
Feature
We've made improvements to the "auto close projects" script. Already a very complicated script, various checks and changes have been made to improve the success rate.
F4606
G1087
Bidding
Bug
We fixed a csrf error message which was appearing sporadically on user's screens. Apologies for that
F4918
G1121
20.10.05
Billing and Invoicing
Bug
Fixed problem in accounts transaction popup, where clicking Save would result in 'The value provided for vatcode is invalid' message when project (allocation) does not require VAT/tax.
F4866
G141
20.10.02
Bug
Added the Quote/Bid ID to the subject of calendar entries in the iCal export.
F4909
G1118
20.10.03
Bug
Spectrum 'accountstransaction' entity model status COMPLETE.
G135
20.10.01
Bug
The Accounts Transaction editor backend has been completely re-written. From a user point of view, the majority of it still works in the same way, with the following exceptions:

  • The '5-click trick' has been removed...

  • There are now 4 'states' an accounts transaction can be in for the user...NB these states are dependant on settings & access codes as well as the transaction itself:

    • •Open: Fully editable (eg a new Billing Approval)

    • •Unlocked: Editable but there are some fields with restrictions (eg changing transaction type may be prevented) (eg Invoice, user has permission to edit and has clicked Unlock)

    • •Locked with exceptions: Locked but 'green fields' editable (dependant on settings/permissions) (eg typical Invoice)

    • •Locked: Completely non-editable (Eg Prepared or Exported transaction, user does not have permission to edit)

  • To 'Unlock' a transaction, click the new padlock icon (top right). Transaction remains unlocked (for this user only!) until the next time the user saves the transaction.

  • 'Accounts Transaction' project menu option removed (add via Client Billing instead).

  • 'Batch #' always shown when $SHOW_BATCH_NUMBER_ON_ACCOUNTS_TRANSACTION_POP_UP = 1 (even if there isn't a batch number yet).

  • 'Set as ready to export' button in acc. trans. popup removed, replaced with new 'PREPARE' link in transaction list (near 'RESET').
  • 'This transaction was prepared on...' text no longer appears in the popup (it is shown in the transaction list with 'RESET' link).

  • Alt currency 'Change Rate' button has been removed. Now just type in the Rate and save.

  • Alt currency total is now calculated when clicking Save.

  • No longer possible to change Invoice to Deposit Invoice. To do this, change to Billing Approval (then Deposit Invoice).
G1058
20.10.01
Integration
Bug
Implemented a new time picker in the Job screen. This allows for the usual quarter hour accuracy, but in addition, times in between the quarter hours can be typed in manually.
G1096
20.10.03
Bug
We recently made some changes to how the authentication process works, and had to fix some issues that the update created with Okta users. All Okta users can now log in and out correctly again.
G1112
20.10.03
Feature
We've introduced an import screen for users that have Shotgun systems. This is hidden by default and you'll need to contact us if you wish to discuss turning it on. The import is a "wipe and replace" function where data from iCFM is overwritten by data from Shotgun so will not be suitable for all sites.
G1068
20.10.03
Reporting and Dashboard
Bug
We've fixed a dashboard upgrade error with the "To Do List" tab.
F4916
G1122
20.10.05
Bug
Fixed issue with the 'My Jobs' dashboard tab where Holiday and Shift Jobs would be included in the lists.
F4903
G1113
20.10.03
Feature
Made some amendments to the 'Bid Revenue By Line Item' dashboard report. Bid Status, Bid Type, Project Status and Project Type drop-downs now have checkboxes allowing you to select specific types an status's. Product Name down-down is now auto-suggest. Date fields now have two datepickers, (From and To), so date ranges can be used.
F4747
G1107
Schedule
Feature
Added the Quote/Bid ID to the subject of calendar entries in the iCal export.
F4891
G1115
20.10.03
Feature
Added the Job 'Quote ID' to the output of iCAL ICS file.
F4865
G1111
20.10.02
Security
Bug
We have changed how we generate tokens for use with our API. We now use a more complex RSA 4096 bit cipher. Public and private keys need generating, and should be added to your site.php file.
The token now also contains more information which allows us to perform additional checks - to ensure the token was created in the proper manner.
Overall, this improves the security of our API making it much harder for a third party to generate a counterfeit token.
This change will be completely invisible to end users. For our cloud customers, all of the above happens automatically. For on-prem customers, please contact us for more information.
G139
20.10.03
Bug
We made a slight change to one of the login authentication processes which could sometimes fail if there are multiple users in your ceta user database with the same email address. These users often include machine room multi account users.
G1123
20.10.05
Bug
We fixed a small upgrade error where certain sites (with LDAP log in options) couldn't use the "Remote User" checkbox.
G1120
20.10.05
Change
Password (& Confirm Password) fields in User Information are now only mandatory for the standard 'ceta' login method. Other login methods utilise their own authentication, therefore do not require a password to be set in iCFM.
G1125
20.10.06
Robert Salmeron