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Release Notes
Important: to upgrade from previous versions of Fat Free CRM:
- backup existing source code and Fat Free CRM database
- update the source code by running
git pull
command or by unpacking the code archive - review default settings in
config/settings.default.yml
, and
change any settings inconfig/settings.yml
if necessary. - run the following commands:
$ rake db:migrate
$ rake db:schema:upgrade
Release 0.10.1 introduces two major new features:
- Email Dropbox — attach emails as notes by forwarding or copying emails to dropbox address.
- Existing assets such as Accounts, Contacs, Leads, etc. could be selected and attached to other assets.
Besides new features the latest release contains many smaller enhancements and bug fixes. As usual, please see the CHANGELOG file or run git log
command fr the complete list of changes.
Note: Fat Free CRM release 0.10.1 requires Ruby On Rails version 2.3.8.
Changes in 0.9.10 release include:
- Added support for compound (i.e. multi-field) addresses, see
:compound_address
setting. - Added optional
:background_info
setting to enable extra free form field for accounts, campaigns, contacts, leads, opportunities, or tasks. - Made default permissions configurable through
:default_access
setting. - Tasks can now be created with specific time deadline. This feature could be enabled by setting
:task_calendar_with_time
to true. - Added email attribute to Accounts.
- Implemented editing and deleting notes.
- Further improvements to better support localization, including calendar and JavaScript files.
- Added the following locale translations: Spanish, Polish, French.
- Miscellaneous improvements and bug fixes.
- Added
:per_user_locale
setting. By default individual users can’t pick their own locale. To enable language selection in User/Profile set this option to true. - Implemented REST APIs for fetching asset notes.
- Fixed plugin compatibility issue introduced in previous release.
- Made some minor CSS tweaks to improve page layout.
- Added
rake ffcrm:settings:show
task to display current system settings. - Fixed password reset submission form.
- Fixed Ruby 1.9 compatibility issue.
This is the first Fat Free CRM release that supports localization. Developers can use locale files to translate Fat Free CRM screens and messages to their native language.
Important: this release updates config/settings.yml
file that has to be reloaded. Please run the following commands after you update the source code:
$ rake ffcrm:settings:load RAILS_ENV=production
$ rake ffcrm:settings:load RAILS_ENV=development
Other notable changes and fixes in 0.9.9 release include:
- Added search support when running with Postgres database backend.
- Improved Ruby 1.9 compatibility. All specs pass with both Ruby 1.8.7 and 1.9.1.
- Added optional
PLUGIN=plugin
parameter torake ffcrm:settings:load
task. - Streamlined CSS styles to fix text wrapping.
- Many small tweaks and fixes on Campaign and Opportunity tabs.
- Fixed time calculations for dashboard activities.
- Fixed sidebar search in Admin/Users.
This is follow-on hotfix release that addresses issues detected in 0.9.8.
- Fixed rake command failure when installing Fat Free CRM plugins; crm_tags plugin is now fully compatible.
- Fixed SASS deprecation warnings making it possible to install Fat Free CRM on Heroku again (see this thread for details).
- Refactored Facebox library to take into account
base_url
setting (when Fat Free CRM runs from subdirectory). - Added support for renamed main and admin tabs in
config/settings.yml
.
This release was primarily focused on expanding plugin support in core Fat Free CRM code base, as well as on specific requests received from Fat Free CRM users. Notable changes include:
- Implemented crm_tags plugin that adds tagging support to Fat Free CRM models.
- Added full support for deploying Fat Free CRM from web server subdirectory (see instructions in config/settings.yml file).
- Fixed a bug that caused certain tasks to disappear.
- Fixed a bug that made it impossible to complete a task with specific due date.
- Fixed user activity timestamp to reflect UTC time offset.
- Refactored forms to prevent multiple consecutive form submissions (ex. when inadvertently clicking [Submit] button twice).
- Added support for creating opportunities with the same name (ex. for different accounts).
- Deprecated model UUIDs when running with MySQL database backend (MySQL user no longer requires SYSTEM or TRIGGER privileges).
- Refactored permissions by moving the code from plugin to the core library.
- Added
rake ffcrm:hooks
task that shows the list of available Fat Free CRM callback hooks. - Made Rails cache core classes in when developing Fat Free CRM plugin (classes are no longer reloaded on each request).
- Default required Rails version has been changed to v2.3.4 (and Fat Free CRM works fine with Rails 2.3.3 and 2.3.2).
This is primarily follow-on and bug fixing release to the previous v0.9.6. Notable new feature is added support for custom tabs which primarily affects Fat Free CRM developers. Other changes include:
- Fixed user signup vulnerability.
- Fixed
rake ffcrm:setup:admin
task to make sure it actually assigns admin attribute. - Fixed assigning and revoking admin rights in user administration.
- Fix to make it possible to run Rake tasks when settings are missing.
- Search now accepts period and quote characters.
- Open up “Quick find” on click rather than on mouseover.
- Suppress terminal echo when asking for admin password in
rake ffcrm:setup:admin
task. - Upgraded Rails Engines plugin (edge 2009-06-16).
- Plugin registration now accepts tab parameter (see crm_sample_tabs plugin for usage example).
- Some code refactring and minor visual tweaks.
The main focus of this release was to introduce Admin interface and disable unmanaged user signups. Specific changes are as follows:
- Implemented Admin interface to manage users. This includes creating, editing, and deleting users, as well as approving, suspending, and reactivating user accounts.
- Added new
:user_signup setting
setting inconfig/settings.yml
to control user signups. Possible values are:-
:not_allowed
— (default value) users can only be added by system administrator. -
:allowed
— users can sign up and use the system once they have registered. -
:needs_approval
— users can sign up but must be approved before they can use the system.
-
- Created
rake ffcrm:setup:admin
task to create admin user.rake ffcrm:setup
now invokes this task by default. - Added timezone support. Fat Free CRM captures local time as reported by the web browser and adjusts all time values accordingly.
- Implemented plugin dependencies to be able to change plugin loading order.
- Updated settings to allow Fat Free CRM to run from a subdirectory.
- Added warning about database reset in
rake ffcrm:setup
task.