Revision history for SQL-Ledger, starting with version 3.0.0

3.2.12.49 2024-12-07

- address field for country now expects a two-letter country code

- new fields for street name and building number

- new template variables for streetname, buildingnumber, countryname

- optional check for correct addresses

- duplicate entries for foreign currencies in tax reports removed

3.2.12.48 2024-11-29

- button to jump from customers and vendors directly to transaction report

3.2.12.47 2024-11-09

- hidden order number is deleted when a quotation or rfq is saved a new

- ct.pl accepts custom scripts

- income, expense and inventory account numbers are included in API invoice details

- custom menus accept UTF-8 characters

3.2.12.46 2024-08-18

- store queued documents in a ZIP archive file

3.2.12.45 2024-08-15

- XLSX is accepted as import file format

- export customers and vendors in a spreadsheet suited for reimport

- JavaScript in report dropdown corrected for values with linebreaks

3.2.12.44 2024-05-28

- option to display contact information in transactions report

3.2.12.43 2024-05-21

- improved icons for links, uploads and downloads

- document upload checks for identical files in the archive

- document download distinguishes between images and other files

- documents report groups identical files

- status of Perl modules only visible for admins and on admin screen

3.2.12.42 2024-05-11

- add reference documents using drag and drop

- directly edit details of reference documents

- set maximum upload size in system settings

- document report shows numbers of referenced transactions

- search reference documents using transaction number or confidential flag

- attach documents to transaction using its number

- spreadsheets for reference documents

- spreadsheets for individual accounts

- size of database is displayed in admin and version screen

- version screen shows missing Perl modules

- updated Turkish (UTF-8) translation

contributed by Mufit Eribol

3.2.12.41 2024-04-28

- option to show project number in general ledger reports

- spreadsheets for general ledger reports

- attachments for payroll transactions corrected

- Docker files for AlmaLinux 9

3.2.12.40 2024-04-21

- VAT rate zero percent is now allowed

- improved Spreadsheet generation with check for correct sheet names

- additional template variables for project number and description

- error in migration from DWS to Tekki version corrected

3.2.12.39 2023-12-25

- encrypted backups

3.2.12.38 2023-10-31

- new methods and data types for creating spreadsheets

- spreadsheet for account statements

- required date is no longer set automatically when orders are created

3.2.12.37 2023-07-31

- fx rate script improved

- Docker files updated to Debian Bookworm

3.2.12.36 2023-03-01

- accesskeys for entries in batch screens

- department and project are displayed in yearend spreadsheet

3.2.12.35 2023-01-28

- dark mode

- tax reports show account number

- e-mail links in spreadsheets

- camt.054 is default type for payment import

3.2.12 DWS 2023-01-02

- fixed reissue check function

- fixed locales.pl to generate the 'all' file

- removed delete option from AR/AP transaction report if enforce transaction reversal is set

3.2.11.34 2022-12-21

- spreadsheet for tax reports

- improved accesskeys to select items in lists

- regular expressions in template if statements

- don't use white characters when printing out a page

3.2.11.33 2022-09-16

- access token for API calls

- disappearing printer options corrected

3.2.11.32 2022-09-09

- more variables for Swiss QR Bill

3.2.11.31 2022-08-31

- e-mail subject and message accept template variables

- special variables for Swiss QR Bill added

3.2.11.30 2022-07-10

- docker-compose file additionally starts pgAdmin

- error in yearend spreadsheets with missing accounts corrected

- MIME type for xlsx spreadsheets corrected

3.2.11.29 2022-05-18

- link from reconciliation screen to transactions

- import adapted exchange rates if main currency is not CHF

3.2.11 DWS 2022-03-14

- updated Postrgesql options

- fixed batchprint query

- fixed logfile entries

- reset cc and bcc variables in batch email function

- fixed formatting error for pre-payments on orders when sending email

- added lot to transfer inventory module

3.2.10.28 2022-03-14

- select/unselect checkboxes in lists with ctrl/ctrl-shift mouseover

- extended API docs with example for HTML API

- download of db dumps from external hosts

- simplified layout of yearend spreadsheets

3.2.10.27 2022-02-04

- database snapshots

- import for ISO 20022 camt.054 payment files

- list recently used GL transactions

- display subtotals in spreadsheets

- error in payment API with invoice numbers and waybill corrected

3.2.10.26 2022-01-16

- small improvements and corrections for yearend reports, shortcuts and admin module

3.2.10.25 2022-01-10

- improved spreadsheets

- more options for appearance of balance sheet and income statement

- spreadsheets for balance sheet and income statement

- more keyboard shortcuts

3.2.10.24 2021-12-18

- spreadsheets for invoice, order and quotation reports

- corrected date script

- preserve start and end date in yearend reports

3.2.10.23 2021-11-30

- extended keyboard shortcuts

- tax report with foreign currencies

3.2.10 DWS 2021-06-22

- added tax rate to tax descriptions

- show taxes for tax included on entry forms

- fixed missing DCN when batch printing or emailing

- added message to internal notes when batch emailing

- fixed POS readonly access

- fixed payments formatting issue when printing to queue

- trap errors when translating files

3.2.9.22 2021-06-18

- improved database monitor

- script for Federal Customs Administration API

3.2.9.21 2021-04-26

- filter and display projects in AR and AP reports

- improved API intro

- improved translation French (Switzerland)

3.2.9.20 2021-03-14

- new translation French (Switzerland)

contributed by Bent Kjelsberg

- intoduction to the API

3.2.9.19 2020-12-12

- saving of defaults corrected

3.2.9.18 2020-11-11

- printing to txt format corrected

#46 reported by pjaouen

- improved batch printing

- extended helper functions for development

3.2.9.17 2020-07-30

- misspelled bank colum name corrected

#45, reported by gakmalone

3.2.9.16 2020-06-16

- recent list accepts empty item descriptions

3.2.9.15 2020-06-12

- new qriban field for Swiss QR invoice

3.2.9.14 2020-05-30

- support for Indian number format

3.2.9.13 2020-02-29

- WLprinter for reminders

3.2.9 DWS 2020-01-08

- added general ledger report option to list transactions by account

- added company name to reports and some entry screens

- added feature to set previous shipto address to recurring effectively

hiding previously used addresses; default is set to hide

3.2.8.12 2019-06-23

- split DWS and Tekki db updates

3.2.8 DWS 2019-06-17

- added check to disallow use of template[0|1]

- fixed DCN bug when generating invoices

- fixed components report to display all items

- fixed payroll deduction calculation

- changed archivedata table to retrieve tuples in an orderly fashion

- increase expires in semaphore table to accomodate 12 digits

- removed error check for last accounts used

- fixed issue with password when upgrading

3.2.7.12 2019-06-07

- Form->dump function for development

3.2.7.11 2019-06-05

- extended account statements and trial balance

- more options for VAT reports

- simple markdown for printed fields

3.2.7.10 2019-03-15

- generated and consolidated order added to recently used

3.2.7.9 2019-03-02

- possibility to delete categories from recent list

3.2.7.8 2019-02-21

- register recently used projects and timecards

3.2.7.7 2019-02-17

- display recently used objects on start screen

3.2.7.6 2019-02-05

- improved callback for time cards

3.2.7.5 2019-01-15

- bugfix

3.2.7.4 2018-12-21

- images and questions marks replaced with unicode icons

3.2.7.3 2018-12-17

- updated frontend script for API

3.2.7.2 2018-12-13

- corrected frontend script for WLprinter

3.2.7.1 2018-11-21

- Docker and docker compose files

3.2.7 DWS 2018-11-17

- fixed inventory bug when converting an order to an invoice

- added option to limit sales to inventory on hand

- added option to hide closed accounts

- added lot and expiry date for parts and assemblies

- added option to force using a warehouse

- fixed missing function call for printing timecards

- added storescards for batch printing and queueing

- fixed display for first selected customer/vendor on payment screen

- added upload image function

- added make and model to selection screen and forms

- changed cookie to allow space in login names

- fixed subtotals on payroll report

- added missing module link for batch printing

- fixed totals on invoices with kits

3.2.6.6 2018-09-09

- improved unload warnings

3.2.6.5 2018-08-25

- display warnings before navigating away from changed documents on Chrome and Edge

3.2.6.4 2018-08-22

- more information on login screen

3.2.6.3 2018-07-19

- error messages on login screen are unhelpful by default

- correct encoded backup files

2018-03-30

- full UTF-8 support

- improved appearance on small devices

- more variables for reminders

- more comfortable time card screen

3.2.6 DWS 2017-12-27

- added missing select all Javascript to reminders

- fixed missing project link when editing payroll transaction

- added option to lock invoice/order/quotation/customer/employee numbers

- added missing javascript on batch report screen to un/select all

- added code to use a common template directory

2017-05-18

- new option to download db dump

3.2.5 DWS 2017-04-10

- exclude backorders on salesorder report

- merged foreign exchange gain / loss account

- fixed incorrect onhand quantity display on invoices / orders when warehouse selected

- update tax setting for parts and services when changing tax account

- added missing input criteria for audit log report

3.2.4 DWS 2017-03-21

- included missing spool and templates directory in archive

3.2.3 DWS 2017-02-07

- added pdftk to combine PDF files

- added missing period selection on voucher search screen

- added option to generate income statement and balance sheet from a template

3.2.2 DWS 2016-12-26

- added per user printer configuration option

- fixed broken pipe for parts report printing

- fixed unescaped left brace regex warning

- added missing functions for voiding checks and receipts

- added dropdowns for country, salespeople/employee and type of business on

customer/vendor search screen

- added period selection to customer/vendor search screen

- disallow creating admin login

2016-11-04

- config flag to get copies of all e-mails

3.2.1 DWS 2016-06-11

- added option to change database password and host

- fixed partsreport subtotal grouping

- updated character set list for postgresql

- moved templates into directories for easier maintenance

- added General Ledger import

- fixed adding a new language

- added Service Company COA for Germany

- added missing to email for reminders

- fixed foreign exchange for orders with prepayments

- added maximum number of tries for one time TAN login

- added units for timecard in generate sales order function

- changed character encoding to select option

- added payment info to print on order

- added totals for income sheet and balance sheet when headings are not included

- changed error reporting when creating a new dataset

- added xelatex option to generate PDF files

- added client_encoding to preferences

2016-04-30

- improved API to find invoices

- API endpoint to add payments

2016-02-12

- buttons are not printed

2016-01-24

- WLprinter moved to new menu entry

3.2.0 DWS 2016-01-14

- kits, similar to assemblies but non-stocking and processed as a bundle when

sold or purchased. Items can either be shown on an invoice/packing list or

hidden. This features is also useful for bundling such things as promotional

giveaways, bottle deposits, core charges, etc.

- enter pre-payments made to vendor at time of order. Same for customer

orders, enter deposits received on order

- CMS. Attach reference documents to customers, employees, transactions,

projects, etc. Documents can be kept "Confidential" so not everyone has

access to the documents

- Upload documents and attach to transactions. Once documents are attached

they can be viewed by the program associated with the type of document. i.e

launch a spreadsheet in openoffice or Excell, or display a word document in

your word processor

- consolidate multiple orders and generate an invoice. Add your own

description to indicate for which period the invoice is for. i.e For

services rendered / beginning date - ending date

- tighter security with added audit control functions. New function for audit

log to review who has done what

- consolidated tax reports

- warehouse transfer form and transaction log

- display price history for items and pick price

- Javascript code such as a calendar to pick a date, or to pick a price from

a price history, etc.

- consolidate multiple invoices into one invoice

- display margins for individual items and totals on invoices and orders

- fixed taxes for batch print function

- fixed taxes for multiple taxes with a valid to date

- changed printer string in check print module

- added missing variable for taxreports

- fixed division by zero error for credit invoices

- fixed check printing for multiple vendors

- added missing FROM clause in price matrix query

- added missing printer variable to ship/receive merchandise screen

- ship/receive merchandise screen included closed orders when an order number

was entered for a search criteria

- re-open order if linked invoice is deleted

- added reset_shipped function

- added two-step login with TAN sent to email account so one cannot log in

without it

- batch warehouse transfer for assemblies

- changed import function to disregard extra fields in import file

- fixed rounding error for discounts

- payment register interface

- void checks/payments

- reissue checks/payments

- set accounts inactive

- added UTF-8 translations for all translations

2015-12-23

- simple REST API

3.0.8 DWS 2015-04-09

- fixed taxes for batch print function

- fixed taxes for multiple taxes with a valid to date

- changed printer string in check print module

- added missing balance sheet templates

- added missing variable for taxreports

- fixed division by zero error for credit invoices

- fixed check printing for multiple vendors

- added missing FROM clause in price matrix query

3.0.7 DWS 2015-02-10

- added transaction locking for payroll

- added COGS difference for credit invoices

- fixed reconciliation to reconcile transactions with no source

- added fixed dection for payroll

- added transaction locking for payroll

- fixed formatting for PDF parts report

2014-03-24

- favicons for all pages

- set sendmail envelope

3.0.6 DWS 2014-02-12

- changed import function to disregard extra fields in import file

- added encoding for names to email function

- added source check to reconciliation

- changed credit invoices to return items to inventory at last cost

3.0.5 DWS 2013-05-24

- two step login procedure with one-time password

- payment method variable for invoice

- limit levels for reminders

- fixed role assignment

3.0.4 DWS 2013-01-23

- changed description on invoices/orders from textarea to input field, field

switches over to textarea again if more than one line of text is entered

- fixed sort order index for parts report

- fixed discount formatting error

- added missing closing tag for totals line for the payroll transaction report

- added formatting to print barcodes with special characters

- added missing format for sum carried forward variable

3.0.3 DWS 2012-06-05

- fixed version number entry for backup/restore

- fixed buttons for POS screen

- changed function call to remove locks

- removed hash reference checks

2012-04-30

- improved support for WLprinter

3.0.2-1 DWS 2012-04-17

- restrict access role selection for users to lower access roles only

- added admin check

- changed "over" field so the newer versions of postgres (7.4+) won't

complain about a reserved word

- changed backslash in queries to avoid warning from postgres

- fixed partsgroup selection on parts entry screen to reselect group

3.0.2 DWS 2012-04-15

- restrict access role selection for users to lower access roles only

- added admin check

- changed "over" field so the newer versions of postgres (7.4+) won't

complain about a reserved word

- changed backslash in queries to avoid warning from postgres

- fixed partsgroup selection on parts entry screen to reselect group

3.0.1 DWS 2012-04-11

- fixed formatting error for payments when format is set to 1.000,00

- updated Dutch translation

2012-04-06

- UTF-8 version of all translations

- all Tekki changes from version 2 added to version 3:

- new chd translation for de_CH

- WLprinter

- security leak in template editor closed

- correct mail message ID

- Swiss SMB charts of accounts

3.0.0 DWS 2012-04-01

- payments export file for use with BDD, DTA

- multiple rounding options based on type of payment

- save and restore public and private report layouts

- GL report with contra accounts

- import sales invoices, purchase and sales orders, pricelists, parts,

services, labor, partsgroups, customers and vendors

- generate same invoice for multiple customers

- barcode and label printing for received merchandise and stock on hand

- data driven payroll system

- revised template editor

- hierarchical group selection

- role based user managment

- multi-company environment with admin access

- administration module to access dataset

- restore any version dataset

- consolidate sales / purchase orders