Update notes

1. New User Office and Accounting Officer roles have been added. They allow a greater level of granularity in NEMO. Consequently, Staff users won't be able to edit user information or see the billing information for other users by default. To give a user any of the new roles, go to Detailed Administration -> Users select the user and check the User office or Accounting officer checkbox and uncheck the Staff box. More information can be found in the feature manual.
2. A cron job for access expiration email reminders needs to be enabled for the feature to work. A systemd version for docker is available in the systemd folder.
3. A cron job for managing tool qualifications needs to be enabled for the feature to work. A systemd version for docker is available in the systemd folder.
4. A cron job for managing recurring charges needs to be enabled for the feature to work. A systemd version for docker is available in the systemd folder.

New features

• Added recurring consumable charges, which allows charging users for the same consumable at a given frequency. For example, charging user for renting user bins every year.
  • Recurring charges can be exported (including potential errors)
  • The quantity can be forced to a certain number in customization (for example when it should only and always be just one)
  • The recurring charges can be locked so non facility managers can only assign them to user and not change the frequency or linked consumable.
  • A consumable category can be set in customization to limit recurring charges to only consumables belonging to that category.
  • Validating customers (inactive, access expired, etc.) can be deactivated for recurring charges in customizations.
  • Users can set email reminders for their recurring charges in User preferences.
• Added Tool qualification expiration to remove tool qualification from users after a certain number of days. It needs to be enabled in Customization -> User. An example of the email template can be found here. There are 2 separate cases that can be customized:
  1. Number of days since the user last used a tool. For example, remove tools from the user qualifications if they have not used it for 6 months.
  2. Number of days without using a tool since the user was trained on that tool. For example, remove tools from the user qualifications if they haven't used it in the 2 weeks after being trained on it.
• Added Access expiration reminder email to remind users a certain number of days before their access expires. It needs to be enabled in Customization -> User. An example of the email template can be found here.
• Added an optional EMAIL_USE_DEFAULT_AND_REPLY_TO option in settings.py to use the default server email for all communication and setting the reply-to of the email to the actual sender. This option is helpful when using an email server that doesn't allow spoofing (for example a unique Gmail address).
• Added an optional USERNAME_REGEX option in settings.py to validate usernames.
• Added an optional MAIN_URL option in settings.py. This is useful when running multiple instances of NEMO, so all email links are sent to the same URL.
• Added audit log library that can be customized to track any changes in NEMO. See setup instructions on the wiki.
• Added a few contributions from Cornell NanoScale Facility:
  • Added Discipline, a new configurable category that can be set on projects (Chemistry, Electronics etc.).
  • Added Safety trainings, a new configurable list of trainings that can be checked/unchecked for each user.
  • Added Onboarding phases, a new configurable list of items that can be checked/unchecked for each user.
  • Added user and project document upload, which can be enabled in Customization -> Application and Customization -> Projects & accounts.

Improvements

• Added unit_id for interlocks using Modbus and added last reply time.
• Added tooltips with tool information in the status dashboard page.
• All email templates can now use global variables like site_title, facility_name etc.
• Updated autocomplete to be either synchronous or asynchronous, the ladder considerably speeding load time of pages like "Users".
• The user search bar is now available when viewing/modifying users to facilitate switching between them.
• Consumables can now be reusable which will prevent the quantity from ever decreasing when withdrawals are made.
• Added customization in Customization -> User to hide inactive user in the users page and made the modify user page go back to previous pagination page upon success. Thanks USC Nanofab for the contributions!
• Added customization in Customization -> Project & accounts to hide inactive accounts, inactive projects, and to collapse the project list by default. Thanks Polytechnique Montréal for the contributions!
• Added a way to change the calendar time format in Customization -> Calendar.
• Updated buttons in the entire application to have a consistent color and icon for same functionality.
• Optimized Safety Data Sheets page and added sorting by Hazard.
• Users now have the option to opt out from some of the email notifications in User preferences.
• Added Safety Data Sheets CSV export.
• Made pagination number of results per page sticky when navigating away and back. Also added an "all" option.
• Broadcast email feature now allows selecting multiple tools/areas/projects/accounts.

Bug fixes

• Fixed delayed docker container removal when stopping NEMO. Thanks @r-xyz for the contribution!

Librairies

• added django-audit-log 2.2.1
• added pytz 2022.6
• cryptography 37.0.4 -> 38.0.4
• django 3.2.15 -> 3.2.16 (vulnerability)
• django-auditlog 2.2.0 -> 2.2.1
• django-mptt 0.13.4 -> 0.14.0
• djangorestframework 3.13.1 -> 3.14.0
• drf-excel 2.1.0 -> 2.2.0
• Pillow 9.2.0 -> 9.3.0