Talk:Release 380LTS

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Saving an archive of the development tracking.

Upgrading Instructions

New for ADempiere 3.8.0 is a migration tool that makes migration of the database and upgrading the software simple. For most implementations, you will only need to do the following:

  • Backup your database and make of copy of your software installation
  • Download the release software archive and install the software
  • Build the software with RUN_Setup or RUN_SilentSetup
  • NEW RUN_ImportReference to load the new seed as a reference database
  • NEW RUN_Migrate

RUN_Migrate is a new tool that makes it simple to migrate between versions of software. Learn more on the Migrate page.

For more detailed instructions on upgrading your software to 380LTS, see Upgrading and Migration

Summary

ADempiere 3.8.0 includes a number of new functional and technical enhancements as well as numerous bug fixes.

The functional highlights include:

  • New Sales Management (CRM) capability that provides for lead and opportunity tracking
  • New XML based AD Migration tool aimed at replacing the database dependent SQL scripts. The xml versions are database independent and are easy to generate and maintain
  • Allocation differences can now be allocated to a charge other than a write-off
  • The ability to import Workflows has been included.
  • New Cashflow Management use sales orders, accounts receivable, purchase orders, accounts payable, miscellaneous income and expenses to generate a cashflow report
  • Expanded dunning capabilities provides the ability to define pluggable Dunning Sources and create Dunning Candidates. Works with the existing Dunning Grace functionality. Dunning candidates can be processed to Dunning Documents or written off
  • The Mobile WebUI functionality has been integrated
  • Warehouse Management implements functionality for advanced warehouse management using outbound rules and outbound orders. Shipments can be created using a consolidation of multiple sales orders, express receipt transactions. Transactions can be generated using a barcode reader
  • Lookup and Info forms have been improved so that the buttons provide information about the record in the search field. Searches will function regardless of the choice how the fields are displayed. New functionality has been added to the forms as well to reduce duplicate entries and provide cleaner subordinate information
  • Both Complete MRP , CRP , DRP (Libero) and Light (Adaxa) manufacturing are supported
  • Libero Human Resources have been added, including a wide range of HR management tasks
  • GL Accounts can be automatically or manually reconciled. The Account Reconciliation functionality is designed to assist in reconciling suspense/clearing type General Ledger accounts and reporting on the records that make up the balance of a clearing account at a particular point in time
  • A configurable dashboard has been added
  • A ROLE Template has been added
  • A multi-currency aging report has been created that will revalue non-system currencies on a specific date
  • A New Costing Engine has been added to address problems with the various costing models
  • The GL Journal Line has been simplified to allow creation of account combinations based on the selection of the values of dimension fields, making it much easier for the user to use
  • Attribute sets, Attribute use and instances can be imported.

Technically, release 3.8.0 includes the following enhancements:

  • Java version 7 can now be used
  • The InteliJ IDE is now supported
  • A new one-step process has been created for initial client setup, including tax configuration.
  • A Password Hash to store user passwords in a secure way
  • A Memo Alert can now be triggered when selecting a business partner or product in any window.
  • The ability to hide certain columns in the grid view
  • Print formats can be easily copied with intelligent copying of any included print format items.
  • Random documents and test data can be generated for demonstrations
  • A configurable "Smart Browser" allows the user to define views and present information without having to use database tools.
  • An auto-complete feature has been added and can be used on search fields
  • A Process gear can be added to any window
  • Entities can now be deleted
  • 2Pack feature has been updated to support the new functionality
  • Minitables (swing) and Listboxes (ZK) have a new event on row selection to reduce the number of events fired
  • Storage cleanup will now deal with non-instance (product only) ASIs and these can be selected in Inventory Move Lines.

Other:

  • HTML report presentation has been improved
  • An XLS option is available for Jasper Reports
  • Range based lookup has been implemented on windows based on the selection columns
  • Included Tabs are displayed horizontally
  • Currency exchange rate conversion now use the date of the payment/invoice
  • Integrated Pedro's Report Line Improvements - Smart Reports
  • Unaccent-String function in Oracle was corrected
  • Field "Has Role" was added to the User window to indicate if the user has assigned roles
  • A Bank Statement Line tab was added to the Payment window
  • Manufacturing planning data tab has been added to the Product window
  • SMJ Report fixes
  • A "select all" check box has been added to the header in Swing mini tables to have common functionality with the ZK UI
  • The presentation of periods in report parameters has been changed to sort by start date
  • An alert has been added to Internal User Inventory if the on-hand quantity is less than the internal use quantity
  • Fixed the Class Not Found Exceptions while executing the Copy Account Process in Product Category, Business Partner Group and Accounting Schema windows.
  • Build and install scripts have been improved
  • The Zk mini-tables now support color rows

All 370 patches and 371 hot fixes are included.

Major new functionality

The following sections provide details about the new features and the reviews that were performed to decide on including them.

Contributor: Adaxa

  • Mobile WebUI
  • Sales Management (CRM) : Implements functionality for opportunities and lead management
    • Mario Calderon 20:00, 22 June 2013 (UTC) - Functional Review Finished
    • Tobi 06:57, 11 June 2013 (UTC) going to do technical review until next Monday. - Technical Review Missing: exact date to finish
  • GL reconciliation : The Account Reconciliation functionality is designed to assist in reconciling suspense/clearing type General Ledger accounts and reporting on the records that make up the balance of a clearing account at a particular point in time.
    • Susanne Calderon 22:57, 22 June 2013 (UTC) - Functional Review Finished
    • Victor Perez 6 Julio 2013 (UTC) Technical Review - Technical Review Missing: exact date to finish
  • Manufacturing Light (note that it presently uses the old BOM tables)
    • Mark O 09:15, 24 June 2013 (UTC) - Functional Review Finished
    • Missing- Technical Review
  • Payment Allocation to charge
    • Susanne Calderon 22:57, 23 June 2013 (UTC) - Functional Review Finished
    • Missing- Technical Review
  • Migration Management
    • Mario Calderon 06:40, 17 June 2013 (UTC) - Functional Review Finished
      • Results here, as the link is to the wiki page
        • Victor Perez delivered some XML files for the Apparel vertical to test
        • I imported the XML into the Migration window
        • XML contents copied into Migration window. It is structured: Migration (or example: Manufacturing Scheduling), Step(for example: create a window)), Data(for example: fields of a window).
        • Executed the migration
        • Checked the results: it is possible to create windows, processes, tables, etc. with this tool
        • Seems easier than to work with 2Pack, because this tools enables to solve one single error
        • Independent of database
        • Haven't worked with Migration Scripts
        • Miss a description on how to create the XML file itself
        • Conclusion: a very helpful tool to migrate data. It can become easily more popular than 2Pack.
    • Mario Calderon 19:00, 17 August 2013 (UTC) - Technical Review Finished
      • Results here, as the link is to the wiki page
        • Process AD_Migration import
          • license documentation missing
          • Class org.compiere.process.MigrationFromXML complies with Adempiere standard
          • prepare, doIt, Trx.run() for every step
          • javadoc missing
        • Process AD_Migration Apply
          • license documented
          • Class org.compiere.process.MigrationApply complies with Adempiere standard
          • javadoc missing
        • Process AD_Migration export
          • license documented
          • Class org.compiere.process.MigrationToXML complies with Adempiere standard
          • uses TransformerFactory class to create XML file

Contributor: OFB Consulting

  • Payment Request : Allows you to enter payment requests for orders, invoices or journals, which needs to be paid.
    • Enrique Ruibal 14:07, 1 July 2013 (UTC) - Functional Review Wating on Contributor for Technical Feedbak
    • Enrique Ruibal 14:07, 1 July 2013 (UTC) - Technical Review Waiting on Contributor for Technical Feedback

Contributor: e-Evolution

  • Inclusion of Libero MFG and HR code fully integrated in Adempiere Libero Management
  • Forecast Management : Implements functionality for the forecast based on the historical invoices, using multiple methods of calculation.
    • Mario Calderon 11:00, 16 June 2013 (UTC) - Functional Review finished
    • Mario Calderon - Technical Review included in review of Libero finished
  • Budget Management : Implements functionality to generate, distribute and control the budget based on the import of a budget or financial information from previous years
    • Missing Functional Review
    • Missing Technical Review
  • New Costing Engine : Implements new costing engine, solve a lot the issues with costing with reversal document, early transactions and costing adjustment, landed cost.
    • Susanne Calderon 18:00, 23 June 2013 (UTC) - Functional Review missing exact date to finish
    • Susanne Calderon 13:00, 10 August 2013 (UTC) - Technical Review finished
  • Cashflow Management : Use sales orders, accounts receivable, purchase orders, accounts payable, miscellaneous income and expenses to generate a cashflow report
  • Warehouse Management : Implements functionality for the advanced warehouse management using outbound rules and outbound order, Allows create shipments using of consolidation of multiple sales orders, express receipt transactions , so as generated any transaction using barcode reading

Contributor: Metas

  • New Dunning Functionality : Possibility to define Pluggable Dunning Sources and create Dunning Candidates. Works with existing Dunning * Grace Functionality. Dunning These can be processed to Dunning Documents.
    • Kthiemann 13:30, 12 June 2013 (UTC) - Will do a functional review until next monday Missing exact date to finish
    • Missing Technical Review
  • SPM Software Project Management : Functionality created for Software companies to manage Tasks, Sprints, Budgets in an agile manner (Scrum). Task Definition, User Stories, Test Cases, Subtasks. Effort Booking. Sprint Planning. Sprint Dashboard. Sprint Breakdown Chart.
    • --John Agudelo 14:00, 16 August 2013 (UTC) - Functional Review missing exact date to finish
    • Missing Technical Review

Contributor: Walkingtree

Minor new functionality

Contributor: Adaxa

Contributor: Michael McKay

  • Improvements of Info forms (Update 25 August 2013 - ZK and Swing implementation complete in Branch ADEMPIERE-72. Ready for integration. Test server available here)
    • Missing Functional Review
    • Cristina Ghita 13:07, 2 September 2013 (UTC) Technical Review
  • Select All in Swing Tables ADEMPIERE-241. A last minute addition - add a checkbox to the table header in multi-select tables that will allow for select-all functionality. Acts similar to the ZK implementation.
    • Missing Functional Review
    • Missing Technical Review

Contributor: e-Evolution

Contributor: Metas

  • Process Gear in Window : Possibility to define and call processes from Window Icon for each Window.
    • --John Agudelo 03:30, 5 July 2013 (UTC) - Functional Review missing exact date to finish
    • Missing Technical Review
  • Autocomplete : Configurable autocomplete Functionality for Search Fields. Autocomplete steered by Identifier.
    • --John Agudelo 03:30, 5 July 2013 (UTC) - Functional Review missing exact date to finish
    • Missing Technical Review

Technical new features

Contributor: Adaxa

Contributor: e-Evolution

Contributor: Metas

  • Metas best practices / bugfixes / improvements : XML import feature improvements, interface wrapper bugfixes and improvements, Query fixes and improvements etc
    • Missing Functional Review
    • Missing Technical Review
  • AIT/ Unit Testing Framework : Our best practices for Decoupled Testing.
    • Missing Functional Review
    • Missing Technical Review
  • ADempiere ID Converter Tool : A tool which takes the entity type of Features as input parameter and converts the ID of each record of given entitytype to Centralized Adempiere ID.
    • Missing Functional Review
    • Missing Technical Review

Contributor: Walkingtree

Infrastructure/Packages updates, etc.

  • Seed
  • Update packages
    • Jasper Reports
    • Groovy
    • jdbc
    • OpenForecast
    • POI
    • jfreechart
    • jcommon
    • others? (please add here..)
  • Getting rid of old, unused items
    • (Caveat: before deleting them, it must be checked for backward compatibility)
    • JBoss/Tomcat
      • This is just for completeness; the idea is to replace sooner or later JBoss by Tomcat; perhaps not in this release.
    • Posterita
    • HTML
    • others? (please add here..)

Contributions summary

  • The contributions detailed above are summarized here and also documented when they are integrated into the Release Candidate
}

Community Tests

In order to prepare the release of ADempiere 3.8 there will be a community test of the release candidate(s).

Table of Contributions
Title Contributor Reviewed functionally Reviewed technically Merged at Release Candidate
Mobil WebUI Adaxa John Agudelo Mario Calderon Integrated
Sales Management (CRM) Adaxa Tobias Schöneberg Mario Calderon Integrated
GL reconciliation Adaxa Susanne Calderon
Manufacturing Light(ML) Adaxa Mark Ostermann
Payment-Allocation improvements Adaxa Susanne Calderon Integrated
Migration Management Adaxa Mario Calderon Mario Calderon Integrated
Payment Request OFB Enrique Ruibal Waiting for Contributor on Technical Advice
Inclusion of Libero MFG code fully integrated in Adempiere e-Evolution Mario Calderon Mario Calderon
Inclusion of Libero HR code fully integrated in Adempiere e-Evolution Mario Calderon Mario Calderon
Forecast Management e-Evolution Mario Calderon Mario Calderon Pending. Waiting for Victor's response.
Budget Management e-Evolution
New Costing Engine e-Evolution
Cashflow Management e-Evolution Susanne Calderon Mario Calderon Integrated
Warehouse Management e-Evolution Susanne Calderon Mario Calderon Integrated. But minor fixes need be done. Waiting for Victor's feedback
New Dunning Functionality metas
SPM Software Project Management metas
Human Resources Walking Tree
Initial Client Setup Adaxa Mario Calderon Mario Calderon Integrated
Info forms Mike McKay Integrated
Add Export Account Viewer e-Evolution Mario Calderon Mario Calderon Integrated
New grouping for product e-Evolution Mario Calderon Mario Calderon Integrated
MRP Supply and Demand Pegging e-Evolution Mario Calderon Mario Calderon
MRP Browse for demand and supply e-Evolution Mario Calderon Mario Calderon
Net Change Material Plan and Selective Material Plant e-Evolution Mario Calderon Mario Calderon
Smart Browse for approval of Planning Order e-Evolution Mario Calderon Mario Calderon Integrated
Picklist simulated explosion and consumption calculation e-Evolution
Import Bill of Materials e-Evolution Mario Calderon Mario Calderon Integrated
Import Workflow e-Evolution Mario Calderon Mario Calderon Integrated
Import Product Attributes Instances e-Evolution Mario Calderon Mario Calderon Under Progress
Add Collection Status, Dunning Grace Date Dunning Level fields into the import invoice process and Receivables Write-off e-Evolution
Process Gear in Window metas Integrated
Autocomplete metas Integrated
Chart into Application Dictionary Adaxa Mario Calderon Cristina Ghita Integrated
Password Hash Adaxa Mario Calderon Cristina Ghita Integrated
Memo Alert Adaxa Mario Calderon Cristina Ghita Integrated
Print Format Copy Adaxa Mario Calderon Mario Calderon Integrated
Generate test data Adaxa Mario Calderon Mario Calderon
Java 7 support e-Evolution Mario Calderon Mario Calderon Integrated
Smart Browser e-Evolution Mario Calderon Mario Calderon Integrated
Metas best practices / bugfixes / improvements metas
AIT/ Unit Testing Framework metas
ADempiere ID Converter Tool metas
Range based lookup Walking Tree John Agudelo
XLS option for jasper reports Walking Tree John Agudelo
Included tabs as horizontal tabs Walking Tree John Agudelo Mario Calderon Integrated
Separate database for read and write operations Walking Tree
Customization of mail sent by request notifications Freepath
Allow consolidation of PO from Req with different dates Freepath
Payment Order OFB
Automatic Bank conciliation OFB
Report cube Adaxa (already in 371!)
Graphics on one window Adaxa
Windows improvements with web services Metas
Update Jasper Reports library N/A Mario Calderon Mario Calderon
Update Groovy library N/A Mario Calderon Mario Calderon
Update jfreechart library N/A Mario Calderon Mario Calderon
Update poi library N/A Mario Calderon Mario Calderon
Update jcommon library N/A Mario Calderon Mario Calderon
Update jdbc library N/A
Update OpenForecast library N/A
Remove Posterita functionality N/A
Remove HTML functionality N/A