Changelog

v9.15.0

Released: 2024-11-15

Features

• data-trails: Add data trails for ObjectsAsync endpoint (ERP -> Lime CRM)
• data-trails: add data trails to InstanceObjects endpoint (Lime CRM -> ERP)
• data-trails: add data trails to objects endpoint (Lime CRM -> ERP)

v9.14.2

Released: 2024-08-16

Bug Fixes

• instance-status: use getLanguage from application service to fetch current language

v9.14.1

Released: 2024-08-15

Bug Fixes

• query: handle invalid relation values

v9.14.0

Released: 2024-08-07

Features

• config: use lime_admin.fields for limetype and property mappings

v9.13.2

Released: 2024-05-28

Bug Fixes

• remove unecessary inline prop, and put lime prop in metadata
• remove unecessary many prop for marshmallow List

v9.13.1

Released: 2024-05-24

Bug Fixes

• fix marshmallow deprecation warnings

v9.13.0

Released: 2024-05-15

Features

• add support for Finance & Operations erp system

v9.12.0

Released: 2024-05-07

Features

• ci: regenerate workflows

v9.11.1

Released: 2024-02-08

Bug Fixes

• update objects task: assign empty option key when empty string

v9.11.0

Released: 2024-02-06

Features

• Python 3.11 update
• update lime-crm dependency to 2.568.1

v9.10.1

Released: 2024-02-05

Bug Fixes

• translations: Translated using Weblate (Dutch)

v9.10.0

Released: 2023-09-20

Features

• add support for xledger erp system

v9.9.0

Released: 2023-08-08

Features

• add position field to invoicerow

v9.8.3

Released: 2023-08-02

Bug Fixes

• replace momentjs with internal DateFormatter service

v9.8.2

Released: 2023-06-15

Bug Fixes

• erp-connector: do not show undefined in title & do not render empty button div

v9.8.1

Released: 2023-05-19

Bug Fixes

• erp-connector: make gap between widgets
• instance-status: add tooltip to the widget for hovering
• instance-status: make ui responsive & truncate text when needed

v9.8.0

Released: 2023-05-09

Features

• utilize addon installer's installer config

v9.7.0

Released: 2023-04-28

Features

• use addon installer

v9.6.3

Released: 2023-04-26

Bug Fixes

• webclient: instance widgets now take instance groups into consideration

v9.6.1

Released: 2023-03-22

Bug Fixes

• don't duplicate last synced and first synced when duplicating object

v9.6.0

Released: 2023-03-10

Features

• allow python 3.11

v9.5.9

Released: 2023-01-13

Bug Fixes

• salestrend: ensure start date isn't future date

v9.5.8

Released: 2023-01-11

Bug Fixes

• sales-trend: ignore invoices with invalid company relations

v9.5.7

Released: 2023-01-05

Bug Fixes

• vba: improve error handling for GetInvoiceData function

v9.5.6

Released: 2022-12-14

Bug Fixes

• display default system name if systemDisplayName is empty string

v9.5.5

Released: 2022-11-11

Bug Fixes

• tasks: catch unknown property and limetype names and append error to result

v9.5.4

Released: 2022-11-11

Bug Fixes

• lip: increase length of invoicerow.description field

v9.5.3

Released: 2022-11-04

Bug Fixes

• revert lime-crm dependency

v9.5.2

Released: 2022-11-02

Bug Fixes

• fix typo in Lime Admin config

v9.5.1

Released: 2022-11-02

Bug Fixes

• update e-conomic logo

v9.5.0

Released: 2022-11-01

Features

• add support for monitor system

v9.4.3

Released: 2022-10-07

Bug Fixes

• improve task status log in endpoint

v9.4.2

Released: 2022-09-29

Bug Fixes

• eventhandler: line break in task name not executing task

v9.4.1

Released: 2022-09-23

Bug Fixes

• bump lime-crm requirement

v9.4.0

Released: 2022-09-22

Bug Fixes

• config: migration 2 downgrade

Features

• instance groups

v9.3.5

Released: 2022-09-21

Bug Fixes

• convert errors of InvalidLimeobject to one error message
• frontend: hide component when user isn't allow to read any of the instances

v9.3.4

Released: 2022-09-16

Bug Fixes

• tasks: truncate error messages

v9.3.3

Released: 2022-08-18

Bug Fixes

• webclient: clear dependency conflicts, remove unused dependencies

v9.3.0

Released: 2022-05-23

Features

• support maconomy

v9.2.5

Released: 2022-05-16

Bug Fixes

• catch more cases when trend ratio might not be available

v9.2.4

Released: 2022-05-09

Bug Fixes

• more clear instructions in Lime Admin

v9.2.3

Released: 2022-03-28

Bug Fixes

• commit every object separately and ensure that task succeeds with validation errors

v9.2.2

Released: 2022-03-02

Bug Fixes

• improve logging in endpoint

v9.2.1

Released: 2022-02-17

Bug Fixes

• handle when conversation rate is zero when calculating sales trend

v9.2.0

Released: 2022-01-04

Features

• increase length of company.erp_id

v9.1.4

Released: 2021-12-17

Bug Fixes

• trigger release

v9.1.2

Released: 2021-11-10

Bug Fixes

• howitworks/general: fixed broken link to salestrend.md

v9.1.1

Released: 2021-11-08

Bug Fixes

• sales_trend: percentage swapped places with badge for alignment

v9.1.0

Released: 2021-11-08

Bug Fixes

• don't alter status if updated by sync user

Features

• config: syncUserId migration

v9.0.0

Released: 2021-11-02

Features

• sales-trend: calculate turnover growth for the current fiscal year every night

BREAKING CHANGES

• sales-trend: turnover and sales trend calculations have been moved from SQL expressions to a scheduled task. Please remove the SQL expressions in Lisa. Refer to the upgrade instructions for more details.

v8.2.4

Released: 2021-10-26

Bug Fixes

• status: set to readyforfirstsync if error happened during first sync

v8.2.3

Released: 2021-10-20

Bug Fixes

• status: set 'updatesmade' if updating an object set to 'error'

v8.2.2

Released: 2021-10-13

Bug Fixes

• rename erpconnector_graph property

v8.2.1

Released: 2021-10-13

Bug Fixes

• invoice_number key label

v8.2.0

Released: 2021-10-12

Features

• separate user read/update permissions

v8.1.3

Released: 2021-10-12

Bug Fixes

• desktop-client: solve scope problems when used with other lbs apps

v8.1.2

Released: 2021-10-01

Bug Fixes

• handle sql procedure errors

v8.1.1

Released: 2021-09-28

Bug Fixes

• combine status and time information with dash
• show only status when last synced date is invalid
• update translation for last_synced

v8.1.0

Released: 2021-09-27

Features

• support Visma Global

v8.0.3

Released: 2021-09-24

Bug Fixes

• events: handle unconfigured apps when loading config

v8.0.0

Released: 2021-09-16

Features

• support on-premise ERP systems with the Lime CRM web client
• automatic updates towards the ERP system
• bulk updates from Syncify to Lime CRM

BREAKING CHANGES

• The ERP connector has been completely rewritten for this version. Please read the upgrade instrustions for more details.

v7.6.2

Released: 2021-04-06

Bug Fixes

• ci: add frontend lint test to workflow

v7.6.1

Released: 2021-02-19

Bug Fixes

• lip: add dutch translations

v7.6.0

Released: 2021-02-17

Features

• add support for Exact Online, Uniconta and Tripletex

v7.5.1

Released: 2021-02-12

Bug Fixes

• translated using Weblate (Dutch)
• translated using Weblate (Norwegian Bokmål)

v7.5.0

Released: 2021-01-07

Features

• webclient: design improvements

v7.4.0

Released: 2020-11-23

Features

• add support for Visma eEkonomi provider

v7.3.2

Released: 2020-11-18

Bug Fixes

• remove deprecated set-env command for lip-zip workflow

v7.3.1

Released: 2020-11-12

Bug Fixes

• rename docs/CHANGELOG.md to docs/changelog.md

v7.1.0

Released: 2020-04-02

Authors: Carl Jakobsson, Joel Ricci, Fredrik Wallström

New Features:

• Support for Microsoft Dynamics 365 Business Central as provider.
• Support for Microsoft Power Office Go as provider.

Minor Improvements:

• New logo for BL Administration.

v7.0.0

Released: 2020-03-26

Authors: Fredrik Eriksson

New Features:

• Field added for company.erp_lastsynced. At the time of release, this is not yet used in the integration, but it will be added in Syncify's service shortly. This is considered a breaking change since you must add new fields in Lime CRM if you upgrade.
• Calculations of turnover this year and last year on customers are now made in Lime CRM (except for Visma Administration, where they continue to be copied from the corresponding fields in Visma Administration).

Minor Improvements:

• Field invoice.conversionrate now has default value 1 to work properly in the turnover calculations even if it is not yet filled by Syncify's service.

v6.0.0

Released: 2020-03-18

Authors: Fredrik Eriksson

New Features:

• Field added for invoice.conversionrate. At the time of release, this is not yet used in the integration, but it will be added in Syncify's service shortly. This is considered a breaking change since you must add new fields in Lime CRM if you upgrade.

v5.2.0

Released: 2020-03-17

Authors: Fredrik Wallström

New Features:

• company.emailinvoice now included when sending a company from the web client.

v5.1.0

Released: 2020-03-16

Authors: Fredrik Eriksson

New Features:

• Support for Business Central.

v5.0.0

Released: 2020-02-25

Authors: Simone de Blasio

New Features:

• Support for company.emailinvoice. This is considered a breaking change since you must add new fields in Lime CRM if you upgrade.

v4.0.1

Released: 2020-02-21

Authors: Lisa Stenberg

Bug Fixes:

• Localization on update button in desktop client now displays ERP system name correctly.

v4.0.0

Released: 2020-02-13

Authors: Carl Jakobsson, Joel Ricci, Fredrik Wallström, Kiarokh Moattar

New Features:

• Support for sending new or updated customers from Lime CRM Web Client to cloud based ERP systems.

v3.2.4

Released: 2019-12-17

Authors: Fredrik Eriksson

Bug Fixes / Minor improvements:

• Björn Lundén Administration is now properly displayed on the button in the Actionpad.

v3.2.3

Released: 2019-08-29

Authors: Stefan Tägt

Bug Fixes / Minor improvements:

• The field on Company for Turnover LYTD is now based on invoice_date instead of paid_date.

v3.2.2

Released: 2019-08-28

Authors: Fredrik Eriksson

Bug Fixes / Minor improvements:

• Field for customer number on the invoice card is now set also by the synchronization (and not just the initial migration).

v3.2.1

Released: 2019-06-30

Authors: Fredrik Eriksson

Bug Fixes / Minor improvements:

• Navision changed to NAV when displaying ERP system name on Actionpad buttons.

v3.2.0

Released: 2019-06-28

Authors: Andrea Pettersson and Fredrik Eriksson

New Features:

• Possibility to restrict which user groups that have access to the send to ERP buttons.
• Changes to Invoice Overview graph:
  • Is now showing all invoices (paid or not).
  • Amount is now without VAT.
  • Month and Quarter now always based on invoice date (instead of paid date if one existed).

v3.1.0

Released: 2019-06-12

Authors: Fredrik Eriksson

New Features:

• Support for ERP Connector add-on ERP Master.

Bug Fixes / Minor improvements:

• Corrected erroneous localization strings.

v3.0.1

Released: 2019-06-07

Authors: Fredrik Eriksson and Stefan Tägt

Bug Fixes / Minor improvements:

• Added missing files for calling Syncify cloud service to installation package.

v3.0.0

Released: 2019-05-10

Authors: Fredrik Eriksson

New Features:

• Invoice address fields introduced. These are now sent instead of the postal address when sending a new/updated customer to the ERP system.
• Turnover Last Year To Date field added to company (visible on company card only).
• Invoice row main tab visible.
• Invoice rows are now related to the company which means there is a sub tab on companies showing all invoice rows directly.

Bug Fixes / Minor improvements:

• New table icons added to match new look in Lime CRM. Old icons are kept under lisa/icons/legacy folder.
• Following naming standards in add-on requirements.
• Improved localizations.
• Minor UI improvements: Removed dark-grey area behind send button and rounded corners on alert.

v2.1.0

Released: 2019-03-29

Authors: Fredrik Eriksson

New Features:

• All documentation gathered in one place and now lives together with the code.

v2.0.6

Released: 2019-02-18

Authors: Fredrik Eriksson

Bug Fixes / Minor improvements:

• Comments in VBA code to clarify how to configure the Consts.

v2.0.5

Released: 2018-12-12

Authors: Fredrik Eriksson

Bug Fixes / Minor improvements:

• Fixes due to new Lime Store and LIP versions.

v2.0.4

Released: 2018-12-12

Authors: Sofie Helgesson

Bug Fixes / Minor improvements:

• Updated pictures for Lime Store.

v2.0.3

Released: 2018-11-22

Authors: Fredrik Eriksson

Bug Fixes / Minor improvements:

• Possibility to set config parameter logLevel to 'debug' or 'info'.
• Error message now does not show the complete JSON.

v2.0.2

Released: 2018-05-16

Authors: Emil Jönsson and Fredrik Eriksson

Bug Fixes / Minor improvements:

• Bug that error message when sending to Fortnox was not shown and logged correctly is now fixed.

v2.0.1

Released: 2018-03-26

Authors: Lisa Stenberg

Bug Fixes / Minor improvements:

• Bug: Now last five years of invoices are shown in the dashboard, as expected, instead of last four as before.

v2.0.0

Released: 2018-03-02

Authors: Fredrik Eriksson

• Support for Syncify cloud service.
• Restructured code.
• Restructured files.
• Many minor improvements/simplifications in the code.
• Now showing message to user on success and error.
• Added metadata folder with metadata.json.
• Removed content from README.md since it is in either installation instructions pdf or on the Lime CRM Wiki.
• New installation instructions pdf.
• Added CHANGELOG.md.
• Tables, fields and localizations now installable by LIP instead of SQL scripts.
• Added files to lip/lisa/descriptives containing descriptive expressions on tables invoice and invoicerow.
• Added visitingaddress in call to Syncify cloud service.
• Call to local Syncify service now made from javascript instead of VBA.
• Added spinning loader to show user that sending is in progress.
• Graph now falls back to invoice_date if paid_date is empty.
• Buttons for create/update are disabled until the call is complete.
• Handling if new customer is sent twice without erpid to avoid doubles in ERP system (only issue for cloud systems).

v1.0.0

Released: 2017-04-30

Authors: Magnus Fagerlund, Christian Sandtveit, Kamilla Svendsen

• First release.