2020.01.001

SpiceCRM 2020.01.001

Beginning of the year we did post our Roadmap and release plan. In accordance with this we just did finalize and release the spring Release (2020.01.001) of SpiceCRM delivering the majority of the planned features.

List View

With the new Release we made major changes to the various forms of the List View. The standard list now allows free resizing, more flexible handling of Filters, Multiple Column sorting, Geo Search and much more. Also the Kanban Board did get a major rework allowing easy drag and drop, hidden Buckets (for e.g. closed Opportunities as in the Screenshot below). New Types of Vies (e.g. Maps based) did not yet make it into this release but will follow soon in a release targeted for end of April.

Reporting Engine

Another big effort has been completed in its first phase which is the port of our well known reporting engine from the backend UI on to the new Frontend. This now allows easy creation of reports in an intuitive UI for the end user with all the capabilities we built over the last years into our reporting Engine. It also marks a further milestone in the port of the complete legacy sugar based backend to our new UI.

We already did publish a short YouTube Video on the fast and easy way to generate reports and analyses all the data that resides in your CRM system. The video can be found on YouTube following this link.

There is of course a lot of further things that happened. We added new Features supporting agile project management following the SCRUM Methodology, took further steps to complete the quote to order to invoice process, further enhanced the service processes and much more.

Find the complete Release Notes below.

The Release in Details

1000328: Reports Designer
New user friendly platform to design Reports, it is easy and simple to use with drag and drop to select and filter on the desired reporting fields. It is also possible to add and manage data from multiple sources with the union modules feature. As soon as the reporting fields and filters are defined, you could also move to the presentation tab to choose and configure the presentation view for the report. The same for the visualization view. The Integration tab would be your last place to activate, deactivate and configure the possible Plug-ins like exporting report data and so on.

1000354: FTS sort aggregate bucket values by _key

Currently aggregate bucket values are sorted by _count desc. Now it is possible to define sorting by _key in FTS settings.

1000382: Sort Hook for get_linked_beans

sort_array parameter for retrieving linked beans is limited to fields present in corresponding database table.
Sometimes list shall be sorted by a non-db field. This is now possible with new method Link2::processSortHook() .
sort_array parameter now accepts additional key ‘sorthook’ containing an array with sortfield and optionally sortdirection.

1000375: Bug Fix: Duplicate Output Template

Reason:
Output Templates module has the field “module_name” in its vardefs definition, which defines the module where the Output Template can be used.
This field is an already existing variable in sugar bean which is used to tell which bean should be cloned, but when the field “module_name” is set in OutputTemplate, it overrides the variable in sugar bean, which leads to a cloning failure.

Solution:

In sugar bean, The variable “module_dir” is used instead of “module_name”.

this fix should not have any side effects, as long as all extended beans has the variable “module_dir” set.

1000366: SalesDocs refactoring

Removing unnecessary field definitions, adding n-2-n relations.

1000365: Move ProjectActivityDashlet Component to modellist.service standard

Upgrade of component ProjectActivityDashlet

1000359: New front-end module for SpiceAttachments

Added a new module for the SpiceAttachments in the front-end.

1000333: Improved release process

Create a release workflow for deployment.
Additional variables in back-end for ChangeRequests and Release modules are needed. Additional UI configs to be retrieved with “deployment” package.

1000358: New field to manage files from a bean

New field for uploaded files
– should look like “parent” field
– it should be possible to upload and remove files from a bean

1000343: FTS enrich bean data for indexing

Use custom method set in indexproperties to enrich values in index for a non-db field

1000268: Actionsetmanager

An interface is to be developed that enables the management of actionsets.
– It should be possible to create new actionsets
– Existing actionsets should be able to be copied
– The configuration of the items should be dynamically visible and editable
– The view should be based on the familiar Fieldset Manager

1000351: SCRUM/Agile components

Enables the users to organize their projects according to the agile project management paradigm by defining Themes, Epics and User Stories in the CRM system.

1000353: Fix Trashcan recovery

Associated relations were not recovered even if recover parameter was set.

1000350: Update on status network buttons

Added option for silent edit mode on model, this is also set from the status network button to avoid the “flickering” of the save buttons.

1000362: ServiceOrders: handle duration for Calendar

Handling duration is missing in ServiceOrder class.

1000355: Added auto resize to textfields

Added auto resize feature to text fields. The text box will auto adjust its size to the max size or default 300px when text is entered.

1000367: Package salesdocuments

Improve package definition for salesdocuemnts; introduced B2C; additional templates.

1000371: Fix Condition value for enums in OutputTemplate

Parse real value of enum when used in a condition and not the translated value.

1000352: Cloning of beans together with related beans

If a bean is cloned, the related beans can also be cloned automatically. This saves a lot of manual work. Or it makes cloning possible at all.

1000331: SpiceBeanGuide for release process

Create a guide for release process. Retrieve configuration changes using package loader (package “deployment”).

1000336: Releases: create parent relation

Make releases linkable to Accounts and Projects.

1000361: E-mail Reply Modal

Button which opens modal with e-mail reply logic.

1000360: OutputTemplates: integration of module filters

Enable the use of module filters in Output Templates and use additional parameters like limit or sort_array.

1000316: New Module QuestionnaireParticipations

The new module QuestionnaireParticipations allows better access to participations than QuestionSetParticipation does.

1000305: Redesign Activities Stream

Update Activity Stream items. Moving components from object components to activities and cleanup of deprecated components.

1000348: Angular Update

1000357: KREST add related bean with additional values

When participants are set in an activity directly in editview , relationship fields like accept_status is overwritten after saving the activity. If a value was set before editing, it is lost after save. Enriching values for relationship fields during link handling will prevent data loss.

1000338: Blacklist for packages to protect configuration

Disable loading of packages by setting package name in new array variable $sugar_config[‘packageloader’][‘blacklist’] n”}: uppercase;}.bean_report .logo {text-align: right;}.bean_report .logo img {height: 100px;}.bean_report .top_part td {vertical-align: bottom;}.bean_report .top_part {border-spacing: 0px;}.bean_report .report_title {font-size: x-large;}.bean_report .bean_name {font-weight: bold;}