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Small Business Office Management

File Release Notes and Changelog

Release Name: SBOMPS 0.9.9 RC1

Notes:
*** SBOMPS 0.9.9 Release Candidate 1 ***

There are a large number of additional features, bugfixes, and edited functionality since the last time. Database has a number of significant changes also, so an upgrade is strongly recommended.

Key changes include a customer support ticket section, auto-clearance of 3 digit card security numbers and reporting functionality.

Please do give any feedback, feature requests and bug reports as and when you have them!

Best Regards,
- Graham

Changes: Small Business Office Management and Processing System (SBOMPS) Copyright(C) 2006-2009 Graham Philips SBOMPS is licensed under the GNU General Public License. Please See license.html or http://www.gnu.org/licenses/gpl.txt for the full license --------------------------------------- ***** LONGER TERM PLANNED UPDATES ***** --------------------------------------- Implement suppliers and supplier orders Moving more of the functionality over to AJAX for improved server load levels Adjust allow_decimal to allow a variable number of decimal places on stock values ------------------ *** KNOWN BUGS *** ------------------ Pending stock is displaying incorrectly - transactional concurrency bug somewhere ----------------------------------------- ***** VERSION HISTORY AND CHANGELOG ***** ----------------------------------------- ---------------------- 0.9.9-rc2 - unreleased ---------------------- Added database upgrader for SBOMPS for MySQL and SQL Server -- topazg *** NOT COMPLETED *** ---------------------- 0.9.9-rc1 - unreleased ---------------------- Added installer for SBOMPS for MySQL and SQL Server -- topazg Added a support ticket system within customer services for issue tracking -- topazg Added support ticket alerts to the reporting system -- topazg Added facility to "extend" hire of items with further purchases -- topazg Added smtp email functionality (via cdosys), designed for reporting usage -- topazg Added stock trend and stock level reporting -- topazg Added stock as components of other stock, with "manufacture" process -- topazg Added ability to search for customers by country -- topazg Updated credit card details to auto-clear security code information on payment clearance -- topazg Updated customers service display to highlight those with existing notes -- topazg Updated unshipped orders to accurately reflect product weight changes -- topazg Updated mailing methods to be unselectable for some regions -- topazg Updated product index page to judge stock level alerts on the same logic as the report -- topazg Updated the default search to look at "Customers + Business Contacts" - topazg Updated redirections to a function that properly close memory variables - topazg Updated invoices to include postage costs - topazg Updated the order of the pages in group_rights_screen -- topazg Updated order management screen to show order date and sort by date then ID -- topazg Removed the unnecessary "main" class of links - old class is now just default -- topazg Fixed bug where stock alerts would overflow if the product had no orders in last 12 months -- topazg Fixed bug where in some cases it was not possible to delete an order -- topazg Fixed bug where two digit days were breaking CDate on hire return dates -- topazg Fixed bug for MySQL with an overflow on seconds from timestamp "0" to current timestamp -- topazg Fixed bug where link to process for inactive processes in the main list was broken -- topazg Fixed bug where auto-dispatch orders needed manual marking as delivered -- topazg Fiexd bug where void payments were still being counted towards payment outstanding -- topazg Fixed bug where customer VAT exemption was not enabled for packages -- topazg Fixed bug where certain product items were remaining as "pending" stock -- topazg Fixed bug where expected return date on hires was on order date not date shipped -- topazg Fixed bug where removal of item was recalculating delivery charge on company cost not customer cost -- topazg ----------------------- 0.9.3-beta - 27/06/2008 ----------------------- Added the ability to delete mailing methods -- topazg Added a blank reporting index page to end "page not found" error -- matttownsend Added dispatch date to order package as well as order -- topazg Updated Invoices to be separate from Dispatch Notes / Receipts -- matttownsend Updated order item weight limit to be CInt or CLng -- topazg Updated discount logic (<= item value) to be reversed for negative value items -- topazg Fixed a bug where outputFilter line breaking was broken -- topazg Fixed a bug where remembered payment details were not being correctly picked up -- topazg Fixed a bug where it was not possible to edit the description of mailing methods -- topazg Fixed checkdate error on updating hire return dates -- topazg ----------------------- 0.9.2-beta - 31/03/2008 ----------------------- Updated packages to contain hireable items with forms to select hire serials -- topazg Updated hire packages only 1 hire item per type can be added to a package, and 1 package can be added per order_item row -- topazg Updated contacts to separate out "customers" and "business contacts" -- topazg Updated code - big cleanup and standardisation of script generation and date / HTML formatting -- topazg ----------------------- 0.9.1-beta - 21/12/2007 ----------------------- Calculations on all price items are made to 4 decimal places before rounding to 2 decimal places -- topazg Allow payment types to "auto-load" details from previous orders if the same payment type is selected again -- topazg Start Date range for Credit Cards now increased -- topazg Fixed a bug where mailing notices were not displaying correctly on an order package -- topazg Fixed a bug where products marked as inactive showed up when placing orders -- topazg Mailing methods can be marked as "auto-shipped", which are shipped with payment -- topazg Partially and unpaid orders can now be marked as shipped -- topazg Product packages now can be marked as "inactive" -- topazg Corrected a bug on incorrect parsing of Credit Card start dates -- topazg Fixed a bug where product Invoice/DN alerts would not display if part of package -- topazg Made sure all prices on dispatch notices are viewed to 2 decimal places -- topazg Invoice/DN alerts now possible on both products, and globally on dispatch notices -- topazg Fixed a bug on incorrect delivery VAT update costs on multiple order packages -- topazg Dispatch notes are now printable at all times -- topazg Have customised tax rules for customers, so that some can have VAT exemption -- topazg Implement payments voiding and refunds -- topazg Added customer notes on the customer details screen -- topazg Added the ability to make refunds on orders -- topazg ----------------------- 0.4.1-alpha - 12/04/2007 ------------------------ Added a "Place Order" and a "Place Payment" link next to the customer name when viewing details -- topazg Added Dispatch/Despatch Notes -- topazg Added individual hire stock item return and order history -- topazg Added an "order management" summary page with important outstanding transaction lists -- topazg Added a "quick postage cost" display on a product details page for each region (default method x 1 item) -- topazg Added a number of company specific info fields into config.asp -- topazg Updated a "company invoice ref" for any given order, in case more than one system is being used -- topazg Updated users to be able to manually mark something as no longer on hold for stock -- topazg Updated new customer default to the country specified in the config.asp -- topazg Updated new orders with nil cost are now automatically marked as paid -- topazg Updated VAT for items to be calculated per item instead of per order_item line -- topazg Updated delivery cost to completely separate into cost to customer and cost to company -- topazg Updated the Set Primary Address link to actually set the address, not just open up a form -- topazg Updated Mailing Method VAT categories to differentiate between company and customer -- topazg Updated Office Manager access and above to see the security code data on cards -- topazg Updated config.asp to contain the session LCID declaration -- topazg Fixed a bug where marking some Full Payment / Underpaid orders as shipped was marking as "Not Paid" -- topazg Fixed bug when removing last item from a given order and attempting to add a new one -- topazg Fixed bug where you couldn't change delivery method if a free delivery method was selected -- topazg Fixed bug where delivery cost was being incorrectly set to 0 for an order -- topazg Fixed bug where an item could be added without a product / region mailing type set up -- topazg Fixed bug where hiring a hire order stock item checked purchase stock for availability -- topazg Fixed a bug where delivery and billing addresses could not be selected for an order -- topazg Fixed a bug preventing packages from being added to an order after the tax changes -- topazg Fixed a bug miscalculating delivery VAT after the tax changes -- topazg Fixed a bug not allowing removal of a hire item -- topazg Fixed a bug considering declined payments as cleared with regards to outstanding amounts -- topazg ----------------------- 0.3.1-alpha - 21/03/2007 ------------------------ Moved <head> tag to /includes/header.asp -- topazg Updated copyright date to 2007 -- topazg Fixed the Query joins to be ANSI-92 compliant -- topazg Added product default mailing methods to a product / region combination -- topazg Changed the stock management index to be a menu to all subpages, and had the product index as a sub page -- topazg Created initial customer order form, including separated packages and shipping statuses -- topazg Created initial customer payment form, for paying for orders -- topazg Included a "stock pending" field that marks the number of purchase items on existing unshipped orders -- topazg ----------------------- 0.2.2-prealpha - 15/12/2006 --------------------------- Separated x-factor costs to have one value for sale items and another for hire items -- topazg Added item weight attribute to products -- topazg Added a section for hire stock -- items are taken from sale stock to become separate and individual entities with a serial / reference no -- topazg Packages have now been developed, allowing individual product items to be bundled together -- topazg VAT Exemption category added, and Customer VAT rules added to override product settings -- topazg VAT Codes now added, so each category now has a code and a description -- topazg Mailing types added, including weight bands within mailing types -- topazg Extra flags added that can be associated with mailing types (Adjustment Options) -- topazg Icon created to match the logo in the top left hand corner -- topazg Put css and js folders into includes, and added an ajax folder -- topazg Payment type and requirement management now added -- topazg ----------------------- 0.2.1-prealpha - 19/10/2006 --------------------------- Fixed ordering bug in the database group_rights_screen content index column -- topazg Fixed a number of database datatype and index bugs -- topazg Text inputs display data with correctly converted double quote marks -- topazg Created a new event log screen with audit trail tracks, linked to related records -- topazg This includes the ability to remove existing events as required -- topazg Product management section created, including product type management -- topazg This includes stock control, and price control including VAT related costings -- topazg VAT Management has its own separate section to allow multiple adjustable VAT levels -- topazg New user access level created designed to have warehouse and stock control access -- topazg Combined SQL Server installation scripts into just the one script -- topazg ----------------------- 0.1.2-prealpha - 09/10/2006 --------------------------- Customer details can now be edited, including the setting of primary addresses -- topazg There is now a fully viewable audit trail for the customer -- topazg New addresses can now be added to a customer, and existing addresses can be edited -- topazg All text display is now force HTML-formatted, to prevent against injection based attacks -- topazg ----------------------- 0.1.1-prealpha - 05/10/2006 --------------------------- Customer service section now functional in a very basic form -- topazg Added an audit trail and made sure that actions are properly recorded -- topazg ----------------------- 0.0.2-prealpha - 04/10/2006 --------------------------- Changed both .css files to incorporate styles for newly implemented features. -- topazg Added customer folder and files within -- topazg Added customer function and customer display function -- topazg Fixed login bugs on /includes/functions/user.asp and /includes/misc/global.asp -- topazg Updated database to include customer screens in the group rights table -- topazg Added GPL Disclaimer to each page -- topazg Included a version number stamp on the header, including when a new version is available -- topazg Made sure that it is not possible for an inactive user to login -- topazg ----------------------- 0.0.1-prealpha - 03/10/2006 --------------------------- Currently a system with little practical working use. -- topazg Fully MySQL and SQL Server compatible with appropriate installation instructions. -- topazg Has a login system, default username and password for initial login. -- topazg Has a fully working user administration screen. -- topazg