Change Log

10/14/2019 8:13:47 AM

0.9.6

karbon_Build (v 0.1.7)

• [feature] Added Severity to Change so that the FileBuild versions can be incremented independently of the AppBuild type.
• [feature] Opening new code change in new window instead of card.
• [feature] Added generic dynamic data sources so this file can be used with projects that aren't based on Karbon
• [feature] All external data sources are now dynamic, so this file can be used more easily with any project, not just Karbon.
• [feature] The application build type (e.g., patch) now depends on the severity of the changes.
• [bug] OnLastWindowClose shouldn't hide the menu bar - fixed.
• [bug] Added severity to code change card

karbon_data (v 0.9.8)

• [feature] Schema APIs to support attached files. Initially supporting Sales Transactions GH#29
• [feature] Added sales opportunity table
• [feature] Added CleanText ( self) auto-entered calcs. GitHub #48
• [feature] Added ReferringPartyId to Opportunity.
• [feature] Cache customer balance due and retainer balance #69
• [feature] Added field to Activity table to store the cached count of related comments; applies to Discussions only
• [feature] On Hold Opportunity Status GH#94
• [feature] Opportunities: Add Primary Contact Party ID #109
• [feature] Remove feature flags #113
• [bug] added a FoundSetAsJSON Field to Employee table. Returns a Found set of records as JSON
• [bug] OnLastWindowClose shouldn't hide the menu bar - fixed.
• [bug] Phone formatting returns error when the Twilio API is not active #118

karbon_Generator (v 2.5.6)

• [feature] Create and Edit APIs now start the transaction before validating parameters
• [feature] The script templates for Create and Edit scripts is explicit about the variable being returned on error/success
• [feature] Misc generators now supports fields with spaces and underscores
• [feature] Added the ability to add JSON to an API Generator.
• [feature] Moved the Set Variable [ $result... ] script step into the single-pass error loop, right above the final Exit loop If step. This will allow you to exit the SPEL at any point with a custom result.
• [feature] Defaults recognize valid FileMaker expressions now
• [feature] Read API now references fields and layouts with "f_" prefix
• [feature] Read ("GET") API no longer returns an error object when no records are found.
• [feature] Added ScriptStep_ElseIf custom function
• [feature] Import copied tables to API Generator Schema updated to set fields of type global or read-only to ignore.
• [feature] Added "Result" property to API Generator, which will return the property in the successResult object.
• [feature] Field maps: the ignore column is labeled now for clarity (h/t to Josh Ormond)
• [feature] Perform Script generator now returns the result object with field references. This should cut down on the need to manually edit most results.
• [feature] Included Set Variable code in Insert Calculated Result custom function for the folks who prefer SV over ICR.
• [bug] fixed API duplicate. APIType is now required
• [bug] Since we're now starting transactions earlier, we can't exit script when validating JSON or applying validation rules. Fixed.
• [bug] We're now stripping fmDoc-style default and comments when creating Set Var and/or JSONSetElement from @param comments
• [bug] Read APIs had incorrect variable names in the validation section
• [bug] End transaction wasn't returning an error that occurred during commit. Fixed.
• [bug] OnLastWindowClose shouldn't hide the menu bar - fixed.
• [bug] Now stripping defaults (i.e., prop=default) from @param when parsing properties.
• [bug] Field maps: the ignore field no longer defaults to true.

karbon_konnector (v 0.9.4)

• [feature] First implementation of a "Process Manager"
• [feature] added MSGraphAPI
• [feature] Receive email with MSGraph
• [bug] Fixed budget amounts
• [bug] fixed Everhour issue. Projects not coming in. caused by subscripts not restoring Original Layout
• [bug] Create ActivityParty no longer validates PartyId if the PartyId is null.

karbon_kontacts (v 0.9.10)

• [feature] Refined Karbon style guide layout and theme
• [feature] We now have sales opportunities and leads!
• [feature] Added CleanText ( self) auto-entered calcs. GitHub #48
• [feature] Added Utility::PersonPhoneExtension, updated passed JSON param and updated set of Party Phone to include Extension. GH#43
• [feature] Attachments for Opportunities GitHub#49
• [feature] User custom menu GitHub#47
• [feature] Format opportunity value in list view GitHub #40
• [feature] Attachment portals for Entities GitHub#29
• [feature] List view button on form views GitHub #41
• [feature] Trailing Grand Summary on List Views GH #51
• [feature] New Org entered runs Google Places search GH #42
• [feature] skip person when creating org GH #45
• [feature] Dedicated Find for Opportunities GH #44
• [feature] Updated adding person to organization and org to person
• [feature] Added Window menu to User menu set GH #56
• [feature] Added Opportunity lead type display field (i.e., Lead or Customer). (GH #50)
• [feature] Add Next Task column to Opportunity List view. GH #55
• [feature] Added support for Shipping Fee sync.
• [feature] Relaxed required field requirements for adding contacts.
• [feature] Changed SearchPerWord to FullWordSearch. We were getting way too many false positives.
• [feature] Usability improvements to Opportunity List
• [feature] Added ReferringPartyId to Opportunity.
• [feature] Tasks on home layout needs related entity functionality GH #59
• [feature] Need new activity subtype "Call" #60
• [feature] Change users to parties for discussions #63
• [feature] Cache customer balance due and retainer balance #69
• [feature] Improved main menu card
• [feature] UI enhancements for menu
• [feature] Updated contact layout to use new activity model
• [feature] button to nav from customer > opportunity
• [feature] if no found set when opening opportunity list, find by active opportunities and sort by lead status
• [feature] Opportunity name has been added to the opportunity detail layout.
• [feature] Added Add Customer PartyRole to Existing Party API
• [feature] Added email signature to user settings. GH #78
• [feature] Find Mode with Custom menus
• [feature] Add back/forward keyboard shortcuts GH #87
• [feature] QuickFind tweaks GH #92
• [feature] Add button to delete activity records GH #86
• [feature] On Hold Opportunity Status GH#94
• [feature] Customer Find layout GH#93
• [feature] New opportunity defaults #85
• [feature] updated UI to show ActivityAlertInd as blue dot instead of checkbox on User Home>Tasks panel
• [feature] Support Ending/Restoring Party Relation #108
• [feature] Opportunities: Add Primary Contact Party ID #109
• [feature] Create Network Address now supports create or update. Direct editing of network addresses has been replaced with the utility popover so that all rule enforcement happens in the API. Removed script triggers that set the indicators in the UI.
• [feature] New Emails from an Opportunity now default to the Primary Contact
• [feature] Added ZeitGeist to main menu
• [feature] On initial launch, go to Integrations tab #115
• [feature] Remove feature flags #113
• [bug] Creating a company and contact from an opportunity now relates the party records (GH#36)
• [bug] OnRecordLoad trigger for Opportunities GH#46.
• [bug] GH#54. Adding contact to Opportunity
• [bug] Setting email/web indicators for network addresses programatically now. (GH #57)
• [bug] GH #76, fields outside portal
• [bug] UI enhancements for main menu
• [bug] OnLastWindowClose shouldn't hide the menu bar - fixed.
• [bug] We no longer need to create employee/company relationships in the Welcome Wizard; it's handled by the Create Employee API
• [bug] Issue on Payment card. Total calculation error if more than payment allocated to more than one invoice..
• [bug] Fixed issue deleting recipients from email message.
• [bug] SMTP Authentication and SMTP Encryption value lists were reversed.
• [bug] Allow user to correct mistakenly entered email password. GH #79
• [bug] When an opportunity is created, go to it. GH #84
• [bug] Opportunity layout improvements needed GH #83
• [bug] Creating a new sales opportunity showing as lead instead of customer #68. Clear Opportunity::LeadId for existing Customers
• [bug] Closing New Contact wizard stills creates Opportunity #77
• [bug] Meeting All Day Event missing boolean value list for checkbox.
• [bug] closing Activity Card for meeting, sets Activity Date/Time if Start Date entered and AlertInd if mtg is in the future.
• [bug] Warn if user profile isn't linked to a party #38
• [bug] All activities need to open in a window #105
• [bug] Discussions: Everyone else should be limited to people only #106
• [bug] Deleting Party Relation #88 - no longer deleting, ending instead
• [bug] Edit Subscriber List #96
• [bug] Create Network Address was failing to set email/web indicators
• [bug] Admin button bar issues #114 - fixed button bar active segment

karbon_kontroller (v 0.9.8)

• [feature] Added logging to Transactions.

Added Log CF Library, Modified Error CF, Added TransactionLog field, and modified Start and End Transaction Scripts

• [feature] Added Utility::PersonPhoneExtension, updated passed JSON param and updated set of Party Phone to include Extension. GH#43
• [feature] Attachments for Opportunities GitHub#49
• [feature] Attachment portals for Entities GitHub#29
• [feature] Added support for Shipping Fee sync.
• [feature] Added validation to prevent duplicate activity parties.
• [feature] Changed SearchPerWord to FullWordSearch. We were getting way too many false positives.
• [feature] Need new activity subtype "Call" #60
• [feature] Change users to parties for discussions #63
• [feature] Cache customer balance due and retainer balance #69
• [feature] When an activity comment is created, update the cached count of related comments on the activity record.
• [feature] Added Add Customer PartyRole to Existing Party API
• [feature] New opportunity defaults #85
• [feature] Support Ending/Restoring Party Relation #108
• [feature] Create Network Address now supports create or update. Direct editing of network addresses has been replaced with the utility popover so that all rule enforcement happens in the API. Removed script triggers that set the indicators in the UI.
• [feature] Remove feature flags #113
• [bug] Send Email By Activity, didn't record the actual error from the Send Email Script
• [bug] Send EmailMessage By Activity Id script wasn't packaging $SendEmail correctly
• [bug] Phones were getting dropped for organizations being created with Create Lead API
• [bug] Moved SalesLine description set after ItemId GH#33
• [bug] Setting email/web indicators for network addresses programatically now. (GH #57)
• [bug] dueDate was left out ofCreate Invoice API
• [bug] GItHub #72 - Dialog error
• [bug] Fixed issue adding other email addresses (i.e., not linked to a party) to email message .
• [bug] Fixed multiple issues sending email messages from user profile
• [bug] Fixed $result for Add Lead to Party to include LeadId, if party role already exists.
• [bug] Creating a new sales opportunity showing as lead instead of customer #68. Clear Opportunity::LeadId for existing Customers
• [bug] Set Task Activity Alert to True on Task Creation
• [bug] CustomerInd not being set when adding PartyRole Customer to existing Party
• [bug] $error not defined correctly in ActivityComment
• [bug] Edit Subscriber List #96
• [bug] Deleting Party Relation #88
• [bug] Phone formatting returns error when the Twilio API is not active #118

karbon_LedgerLink (v 3.2.4)

• [feature] Added support for Shipping Fee sync.

karbon_log (v 0.9.5)

• [feature] improved logging with session overrides, batch capability, and PSOS
• [bug] OnLastWindowClose shouldn't hide the menu bar - fixed.

Party_Merge_Utility (v 0.9.4)

• [bug] Audit PartyId refs in Party Merge Utility #65

Picker Module (v 0.9.5)

• [feature] New Org entered runs Google Places search GH #42

ZeitGeist (v 0.9.8)

• [feature] Numerous enhancements to Budget Report
• [bug] The Billable indicator field on the invoice utility layout was missing: fixed.

ZeitGeist_kontroller (v 0.9.7)

• [bug] For projects with a monthly budget, default the total budget to 12 months unless otherwise specified.
• [bug] changed the Find Employee script. It now returns an array of Employee Objects.
• [bug] Numerous fixes and performance tweaks to budget report.

Karbon Change Log

8/18/2018 10:54:01 PM

0.9.5

Karbon (v 0.9.2)

• [bug] Updated description in version meta::version to correctly reflect that we're using un-stored calcs now.
• [bug] Corrected comments in Version field. It used to say we were storing value in a global calc; should be un-stored calc.

karbon_Build (v 0.1.1)

• [feature] added settings for output to Markdown, PDF
• [feature] code change card now allows you to select all files or none.
• [feature] added system settings table; check for record on startup

karbon_data (v 0.9.3)

• [bug] Updated description in version meta::version to correctly reflect that we're using un-stored calcs now.
• [bug] Corrected comments in Version field. It used to say we were storing value in a global calc; should be un-stored calc.
• [feature] Added settings for Twilio API
• [feature] Added ISO country code field
• [feature] Cleaned up relationship graph

karbon_Generator (v 2.5.1)

• [bug] Don't allow table import if entity is blank.
• [bug] JsonPathIn not calculating for manually added properties
• [bug] Updated description in version meta::version to correctly reflect that we're using un-stored calcs now.
• [bug] @param block was missing the parent object - fixed
• [bug] Now validating against enum index, if available (GH #23)
• [bug] Corrected comments in Version field. It used to say we were storing value in a global calc; should be un-stored calc.
• [feature] Hide portal and functions (e.g., get tables) for API Generator, until type, entity and script name have values
• [feature] Added defaults to create/edit script API generators (GH #24)

karbon_konnector (v 0.9.2)

• [bug] Updated description in version meta::version to correctly reflect that we're using un-stored calcs now.
• [bug] Corrected comments in Version field. It used to say we were storing value in a global calc; should be un-stored calc.

karbon_kontacts (v 0.9.4)

• [feature] Send Invoice ( and any new Items ) to QBO
• [feature] Added support for Twilio in admin > integrations
• [feature] Format phone number in active field with Twilio phone lookup

karbon_kontroller (v 0.9.2)

• [feature] Send Invoice and any new items to QBO
• [feature] Added phone lookup feature using Twilio's API

karbon_LedgerLink (v 3.0.1)

• [bug] Updated description in version meta::version to correctly reflect that we're using un-stored calcs now.
• [bug] Corrected comments in Version field. It used to say we were storing value in a global calc; should be un-stored calc.

karbon_log (v 0.9.2)

• [bug] Updated description in version meta::version to correctly reflect that we're using un-stored calcs now.
• [bug] Corrected comments in Version field. It used to say we were storing value in a global calc; should be un-stored calc.

karbon_tester (v 0.9.1)

• [bug] Updated description in version meta::version to correctly reflect that we're using un-stored calcs now.
• [bug] Corrected comments in Version field. It used to say we were storing value in a global calc; should be un-stored calc.

Party_Merge_Utility (v 0.9.2)

• [bug] Updated description in version meta::version to correctly reflect that we're using un-stored calcs now.
• [bug] Corrected comments in Version field. It used to say we were storing value in a global calc; should be un-stored calc.

Picker Module (v 0.9.2)

• [bug] Updated description in version meta::version to correctly reflect that we're using un-stored calcs now.
• [bug] Corrected comments in Version field. It used to say we were storing value in a global calc; should be un-stored calc.

ZeitGeist (v 0.9.2)

• [bug] Updated description in version meta::version to correctly reflect that we're using un-stored calcs now.
• [bug] Corrected comments in Version field. It used to say we were storing value in a global calc; should be un-stored calc.

ZeitGeist_kontroller (v 0.9.2)

• [bug] Updated description in version meta::version to correctly reflect that we're using un-stored calcs now.
• [bug] Corrected comments in Version field. It used to say we were storing value in a global calc; should be un-stored calc.