ITrack/Pro/Changelog Version 15

REVISION 22794-23186 database version 150001

e-commerce integration

• Added: support for the customerid attribute missing on new_sales view
• Added: newlines in web comments are now given carriage returns.
• Added: the HTP synchronizer application now sets a setting on first launch. This alerts other applications pointed at the database that the synchronizer tool has been installed.

General

• Added: clipboard support for date, time, and date/time fields in the software. Now the user can copy (ctrl +c) out of or paste (ctrl + v) into date time picker controls in the software and embedded in list controls. This makes it easier to interact with many cells in a list control with many items that have date values.
• Fixed: the about box could show an error if the 'credits' url in the host.ini file was blank. This could lead to bad behavior in particularly corrupted or empty ini files. Now the user will be taken to the default URL.
• Fixed: a possible crash that could occur in a list control if going to the bottom of the current page of results if they didn't fill the screen.
• Fixed: a crash when Resizing a column outside of the boundary of the column count.
• Fixed: an issue where release builds were linking against mysql 6.1.5 instead of 6.1.11
• Fixed: an issue where blank Time-only list control cells would be automatically turned into 'current time'.
• Fixed: another issue where midnight "12:00 AM" would not be handled correctly in time-only list control cells.
• Fixed: (case 51470) an issue where popups were being restricted to the primary monitor instead of the monitor of the window that launched them. Now they should be centered by default over the window that created them.
• Fixed: (case 51470) an issue where popups that 'remember' their last position could not restore a location that was on a secondary monitor correctly.
• Added: Column Tree Controls now support column header tool tips.
• Fixed: (case 51708) an issue where dropdowns in a list control on windows 11 might not look quite right. In addition, dropdowns in the first item might flicker unnecessarily.
• Fixed: a rare issue where, when a list edit/dropdown/date picker/etc disappears, the list cell behind it might not draw correctly.
• Fixed: date/time controls in list controls would 'revert' their input when the user hit escape, but would not hide correctly. Now the date control will be hidden correctly.
• Added: the 'filter' box in the configure global settings popup now uses a timer to wait for the user to stop typing before searching.

Database

• Added: (case 49009) paymentterminaltransaction.gatewaytransactionid for storing a unique gateway transaction # for successful payments, which should make looking up and refunding payments later easier.
• Updated: right-click graphing template should no longer encounter a JS error if loading the google charts library takes too long.
• Changed: quickbooks_error to quickbooks_online_sync_status and made it more generalized so it can be used for mapping as well as a place to track errors.
• Changed: DLS settings to reference TForce, as per their rebranding.
• Fixed: f_get_permission_parents having an infinite loop when a permission had an invalid parent id as per case 50434.
• Fixed: Replace hard-coded references to parent permission ids in newly-inserted permissions, and enforce foreign key references for parentpermissionnum. Case 50434.
• Added: support for shipping types in ebay templates.
• Added: p_permission_clone_access, which allows easily copying permission from an old permission to a new one.
• Fixed: an older permission created for restricting internet sales on accounts did not exist on some systems. This permission is auto-granted to anyone who could view quotes.
• Case 47698 - Ensure that if they change the vehicle info after they create its inventory records, we update those inventory records to match.
• Fixed: a bug where the p_void_sale procedure would fail due to referencing a removed column
• Added: Case 50408 - Web / Chromium Dashboard Phase 3 Schema
• Fixed: a bug where the f_invoice_tax function was referencing a non-existant view/table.
• Fixed: (case 50817) an issue where an e-commerce field didn't match the corresponding field on HeavyTruckParts.net.
• Changed invoice.phonenum to be varchar 25
• Fixed an issue where the void sale procedure was referencing a column that has since been removed.
• Added: two new fields to the quote table for tracking approval status for documents generated in response to e-commerce transactions
• Changed: quote.quotedate and invoice.invdate can no longer be NULL. These user dates are pretty critical to users finding documents, and therefore must be valid values. Any missing values will be copied from date created.
• Fixed: Adding queries to get rid of duplicate settings while attempting to keep any values entered by users.
• Added: function to get attachment count
• Fixed: (case 51429) inconsistent length for the interchange number field. Now, hollander interchange values are still limited to a length of 7, but ITrack interchange numbers allow up to length 25 (on parts, invoices, quotes, searches).
• Modified: the model table now has some column defaults, and those columns can no longer be NULL.
• Changed: many columns of the model table are now VARCHARs instead of CHARs to save space, and their length has been adjusted to match other tables that store make/model.
• Added: column descriptions to model table, and rearranged some columns to bring more important ones to the top.
• Fixed: releasing a query to attempt to correct any un-voided payments associated with voided invoices, as these could be tough to find in the software.
• Fixed: releasing a query to attempt to recalculate invoice.paid and invoice.invbalance on all invoice records. Previous corrective queries corrected invbalance but not paid, and Chromium calculated balance using paid.
• Fixed: Updated a query for updating invoice phonenumbers to customer phonenumbers, so that it grabs the first 20 of the customer phone number rather than the whole thing.
• Added: ecommerce columns to the quote view(case 51378)
• Added: procedure to void a payment
• Changed: NULL tax rates are just cause for confusion. Set them to 0 and make the column not nullable
• Fixed:(Case 51697) issue where some users were unable to perform ALTER VIEW statements. Replace with DROP and CREATE statements.
• Added: support for fulltext index search on inventory
• Fixed: the formatting for dashboard charts tree_map_sales_by_part_type and tree_map_sales_by_part_type_and_salesperson so the currency values get formatted on the client

Credit Card Processing

• Updated: POSLink integration to 1.8 from 1.6. This was to examine if it improved any features, but no significant changes were detected.
• Changed: updated POSLink integration version to the newest (1.9).
• Added: (case 49009) support for retrieving and saving GatewayTransactionID from successful payment transactions into the database. This should make refunding payments or looking them up later easier.

Crystal Reports

• Added: (case 51309) a popup dialog that appears during printing if the chosen printer does not seem to be valid. The user is told what error windows returned and are presented with the list of valid printers to choose between. The user is allowed to 'remember' this selection for future prints. This is important because previously, if the user had an invalid printer name saved as a default, print jobs might fail, but no error message would be shown.

Customer

• Fixed: a crash that could occur when the user edited a currency column.
• Fixed: (case 50999) a crash that could occur when deselecting a sale on the sale list.

Data Management

• Fixed: crash when going to a page of results other than the first.

eBayExtension

• Fixed: (case 48969) an issue where selecting a date range with an end date several months into the future (such as "This Year") would keep the 'refresh from ebay' button from retrieving auction information. Now, if the end date is in the future, it will be moved back to today.
• Fixed: a crash when adding new shipping methods on the config page, the template edit popup, or listing edit popup.
• Added: support for setting a 'shipping type' (global default) on the ebay config page.
• Added: support for part type specific shipping types on the template config area.
• Added: (case 40441) the ability to set a shipping type on any listing. This allows the user to choose between Computed, Freight, Flat Rate, etc. This adds support for 3rd party freight.
• Fixed: an issue where the listing count on the listing tab would not decrease as items get successfully uploaded.
• Fixed: an issue where adding a new shipping option on a listing would show the dimensions incorrectly.
• Fixed: an error from eBay that could be shown if the user uploaded an inventory item that had fractional weights. They are now rounded up as per eBay's suggested policy.
• Changed: the popup that would say every listing needs at least one shipping option is now suppressed if the user chooses "Other Freight service" since it does not require shipping options to be chosen.
• Changed: if the user lists an auction with a shipping type of 'Calculated' shipping option costs are ignored.
• Fixed: an issue where sandbox auctions would not open correctly if the user doubleclicks them (because ebay returns bad URLs).
• Fixed: a crash if the user changed filters that could cause fewer items to be loaded while an item was selected.
• Added: if the user refreshes auctions from ebay while the 'from' date is blank, they will be told that we can only ask for 4 months from ebay.
• Added: if the user refreshes auctions from ebay while the date range is > 4 months, now it will loop across that date range and load ebay auctions in 4 month chunks (the most ebay allows us to request) instead of just doing the last 4 months.
• Added: as auctions are loaded from ebay, the ITrack status bar is refreshed to note how many pages and what date range is being loaded, since a longer date range can now take a long time to refresh from ebay.

Graphing

• Added: some extra code to the right-click graphing template that will keep waiting to render the chart until the google charts library finishes loading.

Login

• Fixed: an issue where the login dialog would not correctly follow the main window to other screens.

Options

• Fixed: several issues where the editability of the active and default checkboxes in the tax item page could get strange.
• Fixed: a database error that could occur when adding a new tax item.
• Changed: Tax items no longer save a 0% tax rate as NULL since the schema has been change to not allow NULL.

Part Configuration

• Fixed: an issue where the edit categories page did not use up the entire space.
• Removed: IntOnly, IntCode, and ManOverride from vehicle models. They were unused in the software, and did not have user stories for their inclusion. Since they were being skipped in chromium, pro desktop has been modified to match. If, in the future, someone desires their addition, we can bring them back.

Parts

• Fixed: (case 51170) a crash on the sales screen from a bug introduced in 2009.
• Fixed: (case 51429) incorrect maximum length for the interchange number field. Now, ITrack interchange numbers allow up to length 25.

Purchase Orders

• Changed: (case 51560) if the user chooses to print tags, if a lineitem is not newly receiving any quantity, it will instead print tags for previously received quantity.

QBToolkit

• Fixed: (case 51173) a query error due to a deprecated field (invoice.taxable).

Quotes

• Changed: references of DLS to TForce to match their corporate rebranding.
• Fixed: an error that could occur if the user saved a new quote with the quote date unchecked.
• Changed: styling of the lineitem list. Better alignment and sorting for most columns. Most columns now remember the user's last used column width. Bolding the lookup and price columns and made the total column look read-only.
• Migrated: code to using an ITQuote 'smart' object for saving and loading. This should speed up the screen and improve code re-use for quote documents.
• Added: a 'side-bar' for the left side of the screen. This side-bar will appear when one or more pages are applicable to the current quote. Currently, the only page that can be shown is the 'e-commerce' page. This page is shown when the currently loaded document was created from an online transaction.
• Added: (case 50956) if the user loads a quote that was created automatically for an online customer purchase, a side-bar page "e-Commerce" will appear. On this page, the user can view the status of the transaction online as well as approval the final quote amount to be sent to the customer.
• Changed: the quote date field can no longer be unchecked. These user dates are pretty critical to users finding documents, and therefore must be valid values. Any missing values will be copied from date created.
• Fixed: (case 51429) incorrect maximum length for the interchange number field. Now, ITrack interchange numbers allow up to length 25.

Sales

• Changed: references of DLS to TForce to match their corporate rebranding.
• Fixed: bug where it was impossible to reprint an invoice if you didn't have add or edit permissions
• Fixed: (case 51429) incorrect maximum length for the interchange number field. Now, ITrack interchange numbers allow up to length 25.

Search

• Fixed: (case 51429) incorrect maximum length for the interchange number field. Now, ITrack interchange numbers allow up to length 25.

Transaction List

• Fixed: (Case 50815) bad query that referenced removed column.

Vehicles

• Fixed: Case 50788 where a query error on Vehicles from the Performance tab would occur when loading a vehicle.
• Fixed: (case 51718) a crash that could occur on a vehicle with no teardown parts if the status of the vehicle was changed and saved.
• Fixed: an issue where vehicles with a blank location might not correctly show component parts in the 'status changed' popup when a vehicle status is modified and saved.

Pro Reports Changelog Version 15 REVISION 22884-23176

Reports

Billing Statement (Billing.rpt)

• Added: (case 48617) html interpretation to the short memo

Default Invoice (Invoice11in.rpt)

• Added: (case 48617) html interpretation to the memo

Default Quote (Quote11in.rpt)

• Added: (case 48617) html interpretation to the memo

Quick Totals (Sales) (QuickTotals.rpt)

• Fixed: (case 48943) made report respect taxable @ 0% = nontaxable setting.

Sold Parts (SoldParts.rpt)

• Added: (case 50429) customer type parameter