Release Notes
Important: Always review the upgrade notes before upgrading to a new release.
Version 0.12 Released 01/30/2012
Enhancements
- Removed contact detail view in favor of contact form.
- Added new Sales report.
- Added new system setting to mark items as taxable by default.
- Quotes are now visible in Client Center.
- Payments are now recorded as invoice history records.
- Added totals to Sales by Customer report.
Bugfixes
- Fixed a bug when emailing an invoice including invoice_payment_link().
- Fixed no payment receipt icon bug.
- Fixed invoice and receipt mailer error.
- Fixed apply-credit payment method not available in payment methods bug.
- Fixed forgot password bug.
- Fixed invoice item taxable error in Windows environments.
- Fixed CRON bug.
Version 0.11 Released 12/24/2011
Enhancements
- Accept online payment processing through PayPal.
- Merchant driver system allows for other payment gateways to be integrated.
- Added new Email Templates module.
- Implemented new invoice search function on invoice index view.
- Calendar module now displays quotes in addition to invoices.
- Action links have been reverted back to standard images instead of the hover links.
- Client selection dropdowns are now type-in lookups.
- Clients can be created 'on the fly' when creating invoices.
- Inventory items are now sortable.
- Invoice group name is now available to the invoice object for outputting on invoices.
- Added a system setting for default payment method.
- Client table now displays whether a client is active; Active / inactive filter can be set by clicking on 'Yes' or 'No' in the active column; Clients can be sorted by active status.
- Added system & user setting for default item tax option.
- Upgraded to CodeIgniter 2.1.0.
Bugfixes
- Fixed problem in payments module where some environments cause currency amounts to evaluate and format incorrectly.
- Fixed an issue with custom client fields not displaying in client form.
- Fixed a bug where tax rates were storing and calculating with 3 decimal places if configured that way, but was not displaying 3 decimals on the tax rate index view.
- Fixed various display issues where tax rate output was not honoring the setting for number of decimal places in tax rates.
- Fixed a numeric display issue in inventory quantity after stock adjustment.
- Fixed incorrect label with invoice # vs. quote #.
- Fixed a bug when using enter payment button from invoice edit view.
- Fixed a bug when saving invoice options.
Version 0.10 Released 11/06/2011
Enhancements
- New Calendar view for invoices (thanks remotegeek!)
- New report: Inventory Sales.
- New report: Sales by Customer.
- New system setting: Default Email Body Template.
- Client accounts may now retain credit balances and can apply credit toward invoice payments.
- Invoices can now be copied.
- General Inventory module improvements.
- Client Statement report now includes totals.
- System menu now displays on Dashboard sidebar and not in main menu.
- Added new My Profile link for user profile access.
- All required fields are now marked with asterisks.
- Various visual enhancements.
- Improved overall navigation.
- Upgraded jQuery & jQuery-ui to latest releases.
Bugfixes
- Fixed an issue with overdue invoice date calculation.
- Fixed various areas where decimal / thousand separator setting was not being honored.
- Invoice options no longer save invoice date if date submitted is empty.
- Fixed an infinite redirect bug in the Client Center.
- Fixed a bug so quotes no longer deduct from inventory stock.
- Fixed minor formatting issue with email body in payment receipt.
- Fixed a bug in System Settings where the euro symbol was being encoded incorrectly when saved as the defaultu currency symbol.
- Fixed a bug with the dropdown submenu background and hover effect.
- Fixed Various report alignment issues.
- Fixed line break issues in the mailer.
- Fixed filename issue when emailing quotes.
Version 0.9.5 Released 07/02/2011
Enhancements
- Added new Inventory module which replaces the stored items module. This module can be used to track item / product stock levels.
- Added new Reports module with a handful of basic reports.
- Improved navigation by reintroducing the dropdown menu.
- The order in which invoice items appear on invoices can now easily be changed by drag & drop.
- The Client Center module has been moved to core, and clients can now log in via the main login page.
- Email can be sent to multiple recipients in any field (To, CC, BCC) by entering multiple email addresses separated by commas or semicolons.
- Default invoice templates can now be set per-client. If not set, the system default will be used.
- Default invoice groups can now be set per-client. If not set, the system default will be used.
- Item tax can now either be factored in to the item cost or added to.
- Improved sorting on tables throughout system.
- Added buttons to create invoices and quotes directly from client list and client detail view.
- Added system setting for default quote group.
- Multiple queries scaled to improve performance with large datasets.
Bugfixes
- Fixed invoice_number references.
- Fixed a bug in payment methods.
- Emailing overdue reminders now selects default invoice template.
- Fixed a bug where field values on invoice email form were not retained if form failed validation.
- Fixed a bug where the payment receipt email form was not properly populating the CC / BCC fields.
- Fixed a bug in mdl_mcb_modules.
Version 0.9.4 Released 04/24/2011
Enhancements
- Overdue Invoice Reminders can now be sent.
- Added new Cron module for automatic emailing of overdue reminders.
- Invoice items can now be saved as stored items on the fly.
- Added password recovery feature.
General Changes
- Invoice number can now be changed on invoice edit view.
- Custom fields can now be added to the User Accounts object.
- Made some changes to enhance performance.
- Application Title is now a system setting.
- Language config files are no longer required.
- Made adjustments which help distinguish between invoices and quotes.
- Added Enable Profiler system setting.
- Pagination routine has been modified.
- New core Mailer module added to handle email functionality.
- All email validation functions have been moved to mdl_mailer in Mailer module.
- Removed old mcb_email module and moved system setting functions to Mailer module.
- Moved phpMailer helper and classes to Mailer module.
- Made various adjustments to Client Center views.
- Custom module sidebar block no longer displays unless user is global admin.
Version 0.9.3 Released 03/27/2011
Enhancements
- Upgraded system to CI 2.0.1 (Reactor).
- Added system setting for defaulting emails to send invoice as email body.
- Added system setting for Default Item Tax Rate.
- Added system setting to disable invoice audit history.
- Added system setting for default invoice tax rate placement option.
- Added Client object to custom Export module.
- Added Payments object to custom Export module.
- Added Total Paid dashboard sidebar widget.
- Invoice status now shows as overdue if invoice is overdue.
- Invoice edit view now shows either Days Overdue or Days Until Due.
- Invoice History data is now available on History tab when editing invoice.
- Client detail view now has an Edit Client button.
- Client Center enhancement: System Settings / Custom Modules tab now has options to enable / disable account info fields in Client Center.
- Payment receipts can now be emailed as the email body.
- Custom Export module now includes invoice_number.
- Changed Invoice # to Quote # on column heading of Quote index view.
Bugfixes
- Corrected a bug in mcb_numbers_helper.php (email bug).
- Corrected a bug in invoice_search module.
- Corrected a bug which used the old invoice_id as default email subject.
- Corrected a bug in Client Center custom module which would display incorrect header when client changed pw.
- Corrected a bug in invoice settings view.
- Corrected a bug with mPDF helper.
- Corrected a bug in custom Tasks module.
- Corrected mcb_client table column order for installer.
- Corrected a bug in Client Center custom module when outputting invoice.
- Invoice dropdown no longer lists quotes on Payment Form view.
- Default email subject now properly identifies quote vs. invoice.
General Changes
- The header menu now generates from mcb_menu module.
- Added from_web_address alias to invoice select statement.
- General improvements to the Client Detail Report.
- Renamed four methods in mdl_invoices.php:
- get_open() to get_recent_open()
- get_closed() to get_recent_closed()
- get_overdue() to get_recent_overdue()
- get_pending() to get_recent_pending()
- Those 4 methods now accept a $limit parameter from a controller.
- $this->mdl_xxx->var_name in forms should now be $this->mdl_xxx->form_value('var_name').
- $this->mdl_mcb_data->setting_keyxyz should now be $this->mdl_mcb_data->setting('setting_keyxyz').
- Forced array sort in mdl_templates->get().
- Removed tax_id_number_label system setting and all references of the setting.
- Upgrades will now be disallowed if installed version is < 0.8.
- Changed references from PDF Plugin to PDF Helper.
- mdl_mcb_data->setting() now returns null if setting does not exist.
Version 0.9.0 Released 01/23/2011
Enhancements
- Custom fields can now be added to invoices, invoice items, clients, contacts and payments.
- Invoices can now be emailed as the body of the email.
- Invoice Groups now support prefixing invoice id with year and / or month.
- A date can now be specified when adding an invoice item.
- Added module_order config variable to core modules for tab order.
- Added results_per_page config option to System Settings.
- Added display_quantity_decimals config option to System Settings.
- Added system setting for default invoice group.
Bugfixes
- Corrected a bug which would produce an error when using the First link in paginated results.
- Corrected a bug in the phpmailer plugin which used a function deprecated in PHP 5.3.0.
- Corrected a bug which prevented the Cancel button on the create invoice form from working properly.
- Corrected a bug in stored invoice item module which referenced incorrect variable for stored item description.
- Custom Modules tab in System Settings no longer attempts to display settings for modules which are not installed.
- Corrected a bug which did prevented the correct invoice group from being used when changing a quote to an invoice.
- Corrected a bug which displayed the old invoice_id instead of the new invoice_number when adding an item to an invoice.
- Corrected a bug which displayed the old invoice_id instead of the new invoice_number when saving invoice as PDF.
Version 0.8.9 Released 12/12/2010
Enhancements
- A new "Invoice Group" function has been implemented under the System menu which allows invoice id numbers to be customized with prefixes, padding, etc. A new option is provided when creating an invoice to choose the Invoice Group to use for numbering the new invoice.
- System Settings now has a tabbed interface.
- A database optimization button has been added to System Settings.
- The Invoice Search module can now output results to CSV.
- Default Cc and Bcc email addresses can be added in System Settings. These default addresses are automatically populated in the email form when emailing invoices.
- Added a new invoice template (default_no_tax) which does not output any tax information. Any invoices which should output tax information should not use this template.
Bugfixes
- Corrected a bug which prevented UTF-8 from being set properly when emailing an invoice.
- Corrected bug in invoice tax rates.
- Corrected a bug which prevented the default language from being loaded on the login view.
- Corrected a bug which prevented negative tax amounts from being displayed on invoice output.
- Corrected a bug which included item tax in the subtotal amount on invoice general tab.
- Corrected a bug which redirected to the wrong tab after submitting tax info on invoice tax tab.
- Corrected a bug on the client view which produced an error when sorting clients by balance.
- Corrected a bug on the invoice edit view which would display the wrong client name if client was inactive.
General Changes
- The invoice email "from" field has been changed from a simple email address to two fields
- one for name and one for email address.
- Removed a number of unused language variables.
- Removed "Include Tax ID on Invoice" system setting.
- Removed adjust invoice id setting from system settings.
- Optimized a number of queries across the system.
- Pagination links will display nicer with large result sets.
- Invoice output to PDF filename now obeys language translation values.
- Invoice output to PDF now names file as "Invoice_" or "Quote_" respectively.
- Tax ID Number is now stored per user account and not in system settings.
- invoice_tax_id() method in invoice template is now required to pass $invoice: invoice_tax_id($invoice).
- Changing a quote to an invoice is now done using the "Quote to Invoice" button.
- Setup routine will now create a default simple incremental invoice group.
- Invoice search no longer returns results for other users if current user <> global admin.
- Added get_open(), get_closed(), get_pending() and get_overdue() methods to mdl_invoices.
- Added invoice_api controller to invoices module.
- Changed default invoice template so item name and item description display in separate columns.
Version 0.8.8 Released 10/31/2010
Enhancements
- Added ability to create quotes.
- Invoice emails can now be sent to Cc and Bcc recipients.
- Dashboard now shows total invoice balance on sidebar.
- Invoice search can now be output to HTML and PDF.
General Changes
- Split single mcb_invoice helper into multiple helpers.
- Some helper function names have been changed. Be sure to update your templates and custom modules to reference the appropriate helper functions.
Database Changes
The following changes may affect any custom modules or custom invoice templates you have installed. Be sure, as always, to make a backup of your database before upgrading.
- mcb_invoice_item_amounts.item_amount is now item_subtotal.
- mcb_invoice_item_amounts.item_tax_amount is now item_tax.
- mcb_invoice_item_amounts.item_taxed_amount is now item_total.
- mcb_clients.address is now mcb_clients.client_address.
- mcb_clients.address_2 is now mcb_clients.client_address_2.
- mcb_clients.city is now mcb_clients.client_city.
- mcb_clients.state is now mcb_clients.client_state.
- mcb_clients.zip is now mcb_clients.client_zip.
- mcb_clients.country is now mcb_clients.client_country.
- mcb_clients.phone_number is now mcb_clients.client_phone_number.
- mcb_clients.fax_number is now mcb_clients.client_fax_number.
- mcb_clients.mobile_number is now mcb_clients.client_mobile_number.
- mcb_clients.email_address is now mcb_clients.client_email_address.
- mcb_clients.web_address is nown mcb_clients.client_web_address.
- mcb_clients.notes is now mcb_clients.client_notes.
- mcb_payments.amount is now mcb_payments.payment_amount.
- mcb_payments.note is now mcb_payments.payment_note.
- mcb_invoices.date_entered is now mcb_invoices.invoice_date_entered.
- mcb_invoices.notes is now mcb_invoices.invoice_notes.
- mcb_invoices.due_date is now mcb_invoices.invoice_due_date.
- mcb_invoices.is_quote is now mcb_invoices.invoice_is_quote.
Version 0.8.7 Released 10/18/2010
Enhancements
- Added support for invoice shipping amount.
- Added support for invoice discount amount.
- Added dashboard_override option to dashboard settings.
- Added system setting for decimal symbol.
- Added system setting for thousands separator.
Bugfixes
- Fixed display issue in invoice_items module.
- Fixed bug in setup installer script which attempted to install custom task tables.
- General markup corrections.
General Changes
- Invoice Templates is now listed under Invoices.
- Added invoice_shipping_amount() function to invoice helper.
- Added invoice_discount_amount() function to invoice helper.
- Updated default invoice template to output shipping and discount if they exist.
- Added api_set_invoice_discount() method to invoice model.
- Added api_set_invoice_shipping() method to invoice model.
- Added invoice_grand_total_amount() function to invoice helper.
- Added invoice_subtotal_amount() function to invoice helper.
- $this->load->view('dashboard/header') now accepts $header_insert parameter to stuff items in the <head> tag.
- Removed invoice summary report in favor of invoice search feature.
- Sidebar no longer displays quicklinks unless specified by view.