github micromata/projectforge 9.0.11-RELEASE
ProjectForge 9.0.11

4 hours ago

ProjectForge 9.0.11

Mini release: tagged only, without jar or docker image, build it from the source code. Ready-made binaries: https://github.com/micromata/projectforge/releases/latest

Update of ProjectForge 9.0.0, what's new in ProjectForge 9: https://github.com/micromata/projectforge/releases/tag/9.0.0-RELEASE

  • Customer wizard: customer, project, structure element and groups in one go
  • Project contacts replace project manager, head of business and sales manager
  • Data transfer: external access in the new interface, areas administered internally
  • Properties editor, functions can be switched off
  • Saving no longer empties the creation date

Overview

  • Customer wizard: sets up customer, project with cost 2 types, structure element and groups with access rights in one step, with a preview; group names follow a configurable naming convention.
  • Projects: a contact person and any number of further ones, as in orders, replace the project manager, the head of business manager and the sales manager (migrated).
  • Data transfer: the external access of an area has moved to the new interface; areas with external access are administered on the internal instance and synced to the gateway.
  • Administration: editor for projectforge.properties with descriptions, defaults and a backup before every save; functions can be switched off by configuration (menu entries gone, pages and REST services 404).
  • Vacation: leave account entries migrated to the new interface; vacation and absence entries can be edited as the other kind.
  • DATEV import: one upload fills both accounting records and chart of accounts.
  • Fixed: saving a changed entry in the new interface no longer empties its creation date (lost dates restored from the history); menu visibility with a list of several groups works.
All changes

Added

  • Switching off functions
    • Functions can be switched off in the configuration (projectforge.features.enabled and .disabled, one per menu entry): their menu entries are gone, their pages and REST services answer with 404.
    • The REST services of plugins that aren't activated are no longer reachable.
    • The gateway offers only the data transfer: the entries of the user menu that led nowhere there (feedback, my account, menu, 2FA, personal box) are gone.
    • The menu visibility of the entry for customizing the menu is configured by projectforge.menu.visibility.myMenu (it followed myAccount).
  • Groups: a configurable naming convention (configuration parameter "Group nomenclature": description, pattern of customer and project fields, suffixes per role, letter case). The project and structure wizards suggest the names of new groups following it, and its description is shown at the name of a group and in the wizards.
  • Customer wizard: sets up a project in one go – the customer (an existing one or a new one), the project with its cost 2 types, its structure element below a chosen one, and the groups of team, managers and externals (existing ones or new ones with their members) with their access rights, shown in a preview before anything is saved. Available to users who may create customers, projects and structure elements, who may create groups and access rights through the wizard as an exception. Offered on the customer list, the project list, the structure tree and the task list.
  • Vacation and availability: an entry can be edited as the other kind ("Edit as absence" / "Edit as vacation"), like time sheets and calendar events (now "Edit as event" / "Edit as time sheet", formerly "Switch to …"). Person, period, comment and substitutes are taken over into a new entry, created only when it is saved; an entry already saved stays as it is. The button's tooltip says so.
  • Administration -> System: editor for projectforge.properties. All parameters grouped by topic with descriptions and defaults, search, secrets masked. Before every save a copy of the file with a timestamp is written; changes take effect after a restart.

Improved

  • Availability entries: the location of a new entry is no longer preset to remote, and an empty type or location is shown as "Not specified". New type "Mobile Tätigkeit" (mobile activity) for working remotely without a workation; installations with their own list of types (projectforge.availability.types) add it there.
  • DATEV import: one upload of the tax office's file fills both tabs, accounting records and chart of accounts, so each can be reconciled without uploading the file again.

Changed

  • Data transfer with a gateway
    • Areas with external download or upload are administered on the internal instance again. Each sync transfers them to the gateway, where the external link points and where external users and the internal users with access find the files. No area is administered on the gateway any longer (created, changed or deleted; no personal boxes either), a note there points to the main instance, and the observers get the notification mails from there. Switching off the external access or deleting the area removes it from the gateway.
    • The external link of a deleted area no longer works.
  • Data transfer: the external access of an area (login with the area's password, then its files) has moved to the new interface. The area's link now points there; links sent before lead there as well. As in the area itself, a click on a file opens its details (read-only for files of others), the files are sorted newest first, and the column layout is kept (in the browser). Own uploads can now also be encrypted. External users no longer see who uploaded the other files unless they are logged in to ProjectForge as well and have access to the area there (who also see its activities), and can no longer rename files of others. Logging in to or out of the external access no longer ends a login to ProjectForge in the same browser.
  • Projects: a contact person plus any number of further contact persons, as orders have them, replace the project manager, the head of business manager and the sales manager (migrated: the project manager becomes the contact person, the others further contacts). All contacts have the same access to the project and its orders and invoices; the project list shows them in one column, the mass update sets the contact person, and picking a project in an order prefills its contacts.
  • Leave account entries (corrections of the leave account) migrated to the new interface: list and form. HR staff can add a correction for the employee shown directly in the vacation account; a correction opened there returns to it. Old links are redirected.

Fixed

  • Menu visibility (projectforge.menu.visibility.*): a list of several groups works, separated by comma or semicolon (only a single group was recognized, a list not at all).
  • Saving a changed entry in the new interface no longer empties its creation date. The date of the last change is always set by the server. Creation dates lost this way are restored from the history.

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