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View Full Version : Commit ChangeLog (Build 510 to 542) - Tasks, Forums Explorer, Hide Buckets, CRM


jstanden
02-19-2008, 08:30 PM
* Added a check to DAO_Address::create() to verify an address isn't a duplicate on insertion. We can't completely rely on the uNIQUE db index, because even though it enforces the constraint it's not very application-friendly.

* Fixed some issues where the parser turned UTF-8 encoded subjects/bodies with acceptable ISO-8859-1 translations (like £) into gibberish.

* CHD-410: IE not clearing search criteria list when reset clicked

* Fixed a bug that allowed mixed case e-mail addresses to be inserted into the database under certain conditions. The database patch will attempt to clean up any address dupes resulting from this (mostly a PostgreSQL issue).

* Added a 'Waiting' section to overview which shows the counts for all tickets 'waiting for reply' broken down by group.

* Moved mail account setup from Scheduler->POP3 into Cfg->Mail->Inbound.

* The Address Peek popup now provides a shortcut to the domain from the e-mail address. This link opens the domain's website in a new window. This helps with Address Book data entry and assigning organization names + contact info to an address.

* The Web API (REST) will now ensure date headers are recent. Query parameters are sorted alphabetically and hashed along with the URL path. The minor authentication changes will be reflected on the wiki.

* The free version now limits the number of Groups to 3.

* Added country autocompletion to the org peek, and org display sections.

* Added the foundation of the new global Tasks system. Currently this allows tasks to bind to Contact Orgs and Tickets.

* Keyboard shortcuts (Display, Mail->Overview, Forums, Tasks)

* Added a link to the full Contact Org record from Org Peek.

* Cleaned up the default logo

* Added the new Forums plugin which allows syncing updated forum threads into the helpdesk for tracking, and browsing of external forums with a Cerb4 toolbar. This handles forum support much like normal helpdesk e-mail support, ensuring all threads receive an official view or reply.

* Display Ticket->More/Split will now show properly for 'retrieve full content' messages.

* Notes will now render properly for 'retrieve full content' messages.

* Added the ticket subject to the content on spam probability analysis.

* Tightened up ACL for Group Memberships: workspaces/views will not render ticket information in rows for groups the worker is not a member of (but it will still show the mask/group as a placeholder so they know they can't see it -- if looking up a ticket from a caller, etc.); restricted Overview totals to worker groups; mail->search->reset will automatically add the worker's groups as a criteria; Display Ticket will not show a ticket from another group; locked down View->Assign; locked down View->Bulk Update; locked down View->Super Sort; filtered out inaccessible tickets from Display Ticket Next/Prev; restricted the group choices on search->criteria

* Fixed a few minor bugs when logged in as a worker with no group memberships.

* The Forum Explorer plugin will now respect the ?start=x order if you click a forum thread farther down a list than the top.

* Display Ticket will now show the number of tasks on the Tasks tab label.

* Forum Explorer plugin: next/previous in navigation; added posters<->workers mapping to not reopen closed threads when a worker had replied; the explorer will now open to the appropriate post that you clicked in the forum thread list (including next/prev).

* DAO_Task::getCountbySourceObjectId() did not wrap the source extension in quotes, and mysql interpreted that as a table identifier, rather than a text string. (Task counts didn't work.)

* Fixed problem where auto-links in email messages were turning valid link characters into html entities sometimes.

* Implemented reply, forward, and notes creation for the mobile site

* Added the ability to change the list of tickets being browsed in the mobile interface. The feature is accessed by using clicking the "<< Change List" link.

* Added a Group Configuration option to show ticket masks in the subject line of replies and autoresponses. Each group can also choose an identifying prefix to lead the subject, such as: "Re: [sales #XXX-12345-678] Subject".

* The parser will now look for ticket masks in the subject line if it can't match an incoming message as a reply based on the headers. Many e-mail clients and handhelds (*cough* Microsoft) are apparently allergic to 30+ year old standards.

* Group Configuration will now allow superusers to see and edit all groups regardless of whether they are a member. Added a shortcut to Group Config from the Config->Workflow area so superusers are aware of the group-level configuration options that aren't represented in global configuration.

* Tweaked some view default columns (overview, search, tasks, address book). Added some extra padding to make crowded lists easier to look at.

* Did some minor L&F improvements to the AddressBook->Organization->Display area.

* Clicking the 'check all' checkbox in a ticket list or task list will now unfocus the checkbox immediately afterward, since having it focused interferes with the keyboard shortcuts (keyboard shortcuts are disabled when typing in form fields).

* Fixed paging problem on the mobile tickets lists

* Added buckets to mobile sidebar ticket list selection

* Fixed incorrect links on the mobile sidebar on waiting tickets

* Eliminated the "move to" links in the mobile tickets list

* CHD-506: Inline attachments with no Content-Disposition header were getting skipped.

* Patch for the issue of imap_utf8() forcing all subjects to uppercase.

* Fixed bug in mobile ticket lists where the link to the service level specific tickets resulted in a blank page.

* Added much improved auto-completion to 'To:' e-mail address entry. Contact names will be displayed for known e-mail addresses. You can enter partial e-mail addresses, partial names or partial surnames to quickly locate the right contact.

* Added a compose "peek" panel, so mail can be sent out from any page/plugin without leaving the current screen.

* You can now spawn the compose panel from any e-mail address "peek" panel. For example: if you click on an e-mail address in a ticket list or the address book, you can choose to send out a new e-mail right there. The address peek panel will be replaced by the compose panel.

* You can now compose outgoing e-mail to multiple "To:" addresses. Separate them with commas.

* Added the CRM (Customer Relationship Management) plugin, which is currently considered experimental. This plugin was made to handle leads as "opportunities" organized into ad-hoc campaigns. It already supports tight integration with tasks and e-mail history.

* Added the ability to change the organization associated with an address from Address->Peek.

* Added the ability to mass delete CRM->Opportunities from their lists.

* Tweaked the L&F/style to support pluggable submenus on pages. This submenus provide a much more logical tiered structure to the navigation, such as "CRM->Opportunities->Search". The navigation from the right side of the page headings has been moved into these menus.

* Added Task->Search

* Forums Explorer Plugin: Added Forums->Search

* CRM Plugin: Added CRM->Opportunities->Search

* CRM Plugin: Added 'Opportunities' as a tab to Organizations.

* CRM Plugin: Adding an Opportunity from the popup will now refresh the Opportunities list.

* Implemented the #orig_body# auto-response token, which displays the original message body that opened the ticket.

* Implemented the ability to ban e-mail addresses from opening new tickets. This can be set from Address->Peek or Address Book->Addresses->Bulk Update. Currently no warning is given to a banned sender, the e-mail are simply black-holed by the parser. Banned addresses will show an icon in address lists for visual indication.

* Added a visual icon indication of completed tasks in task lists (grayed out checkmark)

* Forums Explorer Plugin: Added a visual icon indication of closed threads in forum lists (grayed out checkmark)

* CRM Plugin: Added a visual icon indication of closed won/lost opportunities in opportunity lists (grayed out up/down icons)

* Implemented the ability for each worker to filter their Mail->Overview buckets. Hiding a bucket will remove it from the totals.

* CRM Plugin: Added 'next action' field.

* CRM Plugin: Added an 'opportunities' tab to tickets. This allows you to see all the open opportunities for either the sender or sender's organization (depending on if the sender has an org associated). You can quickly add a new opportunity record from the ticket without having to leave the page.

* CRM Plugin: You can now edit the opportunity from the 'peek' popup while on the Opp->Display page.

* Report Plugin: Report charts will now filter out deleted tickets.

* Anti-spam functionality will now split "LongCamelCapsSpamSubjects" into individual words before performing spam analysis.