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ReleaseNotes.txt
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Simple Screens - Reusable Screens, Forms, Reports, Documents, etc
===========================================================================
Release 2.0.1 - Not Yet Released
===========================================================================
Simple Screens 2.0.1 is a major new feature and bug fix release. This
release is based on Moqui Framework version 2.1.1, mantle-udm 2.0.1, and
mantle-usl 2.0.1.
New Features
- Budgets (under Accounting) initial version is GL account based only
- Production Runs (under new Manufacturing section) initial focus on
BOM and inventory management, scheduling, and equipment/party assignment
- Party Agreement screens (under a tab on the Party screen) with settlement
terms and structured records of other terms, content attachments
- Equipment related enhancements to Product (equipment model) and
Asset (equipment instance) screens for meters, maintenance, registration,
and depreciation
- Invoice Orders and Shipments tabs to view and manage associations by item
===========================================================================
Release 2.0.0 - 22 Oct 2017
===========================================================================
Simple Screens 2.0.0 is a major new feature and bug fix release. This
release is based on Moqui Framework version 2.1.0, mantle-udm 2.0.0, and
mantle-usl 2.0.0.
This release is primarily focused on the procure to pay, order to cash,
and accounting business processes as used on the POP Commerce ERP/Admin
application. The POPC ERP app is now an OOTB usable application with
comprehensive functionality for small and medium sized retailers,
wholesalers, and distributors of physical goods.
Some basic stats to show just how much new there is:
- Screens: 152 (last release 80)
- Forms: 463 (last release 223)
There are so many new screens and forms, plus significant enhancements to
previously existing ones, that it is difficult to list them all. The New
Features list covers many of the main ones but is far from a complete list
of everything now in place.
New Features
- Significant cleanups throughout
- Use new widgets from framework including server-search drop-downs instead
of autocomplete in many places, some with default options before input
- Updates to work with new vuet render mode for more dynamic screens,
faster loading, and a better overall user experience
- Expanded Party screens: Find, Edit (with Roles, Classifications,
Identification, Settings, Notes, Email and Phone, Postal Address,
Payment Methods, Financial Accounts, and Content), Calendar, Messages,
Related parties, and Time Entries
- New Payment Method screens (Edit, Gateway Responses, Checks, Files,
Transactions with reconciliation against Payment records)
- Improved Customer and Supplier screens with new sections
- Improved Party, Order, and Payment screens for use with payment gateways
like the available Authorize.NET integration
- Improved Party, Order, and Shipment screens for use with shipping
gateways for rate quotes and labels (buy, print, cancel, etc)
- Improvements for Asset Lots in Asset, Shipment (receive and ship) screens
- Significant Product Content screen improvements with upload as well as
online editing for text content
- New Request management screens
- New Wiki Space and Page screens based on old ones from HiveMind
- For published content management track version history with compare and
selection of version to publish
- New Return management screens and improvements to Order Detail to show
return information and easily create returns or add to existing return
- Accounting
- Accounting Dashboard with organized links/buttons and
payable/receivable summary
- Reports
- Improved Balance Sheet and Income Statement
- Account Ledger (entry detail) and Balance History (by period) reports
- Asset Receipt, Valuation, and On Hand reports
- Invoice Aging Summary, Detail, and Reconciliation reports
- Sales Order and Invoice Analysis reports
- Improved period close with bulk close (all prev/child) and auto net
income (profit/loss) closing transactions
- Improved Find Transaction and Find Transaction Entry screens showing
summary totals based on columns selected and along with saved finds
makes them flexible reporting screens
- GL Account tree reference
- Printed Documents
- Invoice PDF improvements for product oriented invoices (previously
was only service oriented, now supports both)
- Receivable (Customer) Statement PDF
- Improved Pack Insert PDF (for outgoing shipment)
- New By Package shipment PDF for simpler pick/pack processes
- Notification Emails: Order Placed, Shipment Shipped, infra for others
- Online Documentation
- Using new framework features
- GL Account Class Reference
- Invoice and Payment Status References
- Order Roles and Parts, Status Reference
- Shipment Status Reference
===========================================================================
Release 1.1.0 - 24 Nov 2016
===========================================================================
Simple Screens 1.1.0 is a minor new feature and bug fix release. This
release is based on Moqui Framework version 2.0.0, mantle-udm 1.1.0, and
mantle-usl 1.1.0.
This release includes various updates for changes in Moqui Framework 2.0.0
as well as improvements based on new features in XML Screen and XML Form.
On the technical level there are also data and user scale improvements like
default parameters for screens that may do finds on large tables.
There are new and improved reusable transitions for parties, assets,
facilities, products, etc.
The MyAccount app now has a Notifications screen and navbar indicator that
uses the new Moqui WebSocket notification client along with the
notification pop ups.
===========================================================================
Release 1.0.2 - 26 Mar 2016
===========================================================================
Simple Screens 1.0.2 is a minor new feature and bug fix release.
This release is based on Moqui Framework version 1.6.2, mantle-udm 1.0.1,
and mantle-usl 1.0.1.
This version only has minor new features like getProductList and
getTaskList reusable transitions, findEntryUrl in accounting reports, a
couple fixes and cleanups.
===========================================================================
Release 1.0.1 - 24 Jan 2016
===========================================================================
Simple Screens 1.0.1 is a minor new feature and bug fix release.
This release is based on Moqui Framework version 1.6.1, mantle-udm 1.0.0,
and mantle-usl 1.0.0.
This release has only minor changes from the last, but has updates for the
new Moqui Framework component management features and use of Bintray
JCenter for jar files instead of local ones (used in automated tests).
===========================================================================
Release 1.0.0 - 17 Jan 2016
===========================================================================
Simple Screens 1.0.0 is the initial release of Simple Screens, a library of
simple screens and screen components (forms, sections, transitions) to be
included, extended, or generally reused in applications based on Moqui
Framework and Mantle Business Artifacts.
This release is based on Moqui Framework version 1.6.0 and Mantle Business
Artifacts version 1.2.0.
Initial screens include Accounting, Asset, Catalog, Facility, Order, Party,
and Shipment screens plus templates for various reports and printed
documents (XSL-FO for PDF rendering).
The My Account app has 15 screens and 34 forms. Aside from My Account,
SimpleScreens has 64 screens, 187 forms, and 17 templates. SimpleScreens
has around 15k lines of artifacts in XML, FTL, and Groovy files.
New Features
- Added Accounting screens, originally in HiveMind
- Invoice
- Payment
- Financial Account
- GL Account
- Transaction
- Time Period
- Reports
- Added some User and Vendor screens, originally in HiveMind
- Find and Edit User and Vendor
- Vendor Internal Org Accounting Setup
- Added Asset screens, originally in PopCommerce
- Added Catalog screens, originally in PopCommerce
- Product, Category, Feature, and FeatureGroup
- Product Search
- Added Facility screens, originally in PopCommerce
- Added Order screens, originally in PopCommerce
- Added Party screens, based on Customer screens in PopCommerce
- Added Shipment screens, originally in PopCommerce
- Added MyAccount App, originally in Mantle
- Account and Contact Info
- Messages
- Calendar, Tasks, and Time Entries
- Added template directory, originally in Mantle
- Some common party, accounting, etc forms and transitions
- Printed document and report templates
- Account: Fin Account Statements, Invoice, Payment Check/Detail
- Ledger: Balance Sheet, Cash Flow Statement, Financial Ratios,
Income Statement, Retained Earnings Statement
- Order: Printed Order
- Party: Badge
- Shipment: Shipment and Load Pick and Pack, Bill Of Lading
- Work: Production Run Pick