LedgerSMB是个非常受欢迎的财务管理软件SQL-Ledger 的一个分支—总账管理软件,主要由Dieter Simader编写和维护。SMB的意思是 Small Medium Business.
此版本主要是添加了一个新的联系人管理子系统;重写了报告生成系统;更好的集成了其他商业应用等等。
详细改进记录如下:
功能增强:
* Performance enhancements on menu routines (Chris T and Steven M)
* Added +/- selection indicators to menu CSS (Chris T)
* Changing all auth calls to hit postgres db instead of template1 (Chris T)
* invoice.unit is now unbounded varchar to reduce errors (Chris T, 3516235)
* Invoices with inventory subject to draft/vouchers workflows (Chris T)
* Added Equity (Temp) account type, closed at year-end (Chris T)
* Added description field to transaction and invoice screens (Chris T)
* Removed ability to repost/delete transactions (Chris T)
* Partsgroups can now be nested though this is not yet used by LSMB (Chris T)
* Timecard system generalized to allow labor and materials cards too (Chris T)
* Can now print envelopes or shipping labels from many screens (Chris T)
* Can now select default formats for printed invoices (Chris T)
* Shipvia is now a text area. (Chris T)
* Descriptions can now be locked on invoices and orders (Chris T)
* Reconciliation reports can now be rejected (Chris T, 855)
* Added rounding tax module (Chris T, related to bug report 878)
* SQL files placed in sql/on_load/ now run on creation/upgrade of db (Chris T)
安全架构增强:
* Session expiration now with configurable behavior (Chris T)
* Templates for user documents (like invoices) now stored in the db (Chris T)
* New Roles.sql file can be reloaded without prepocessing (Chris T)
* New Roles.sql file leaves no errors on success (Chris T)
* Removed public grants, using a base user instead (Chris T)
数据集成改进
* No longer allow NULL amounts in acc_trans (Chris T)
Control Code Series System (Chris T)
* Covers invoices, orders, transactions, parts, and business units
* Have many different series for the same field (i.e. several series of
partnumbers
* Each can set whether it overrides user input.
安装和升级
* PostgreSQL contrib dependencies removed, now require Pg 8.4 (Chris T)
* LaTeX format detection now run-time call, not configured (Chris T)
* configure_apache.sh: Add search for apache user & config path
Do not overwrite ledgersmb-httpd.conf without warning (Havard S)
* Validation of database schema load processes in setup.pl (Erik H)
Code/API 改进
* scripts/* files moved to make inheritance possible (Chris T)
* Removed the Config::Std dependency and moved to Config::General (Chris T)
* Improved error handling using Try::Tiny and die (Chris T)
* Added "dynatable.html" template that can be included in templates (Chris T)
* Dynatable forms obtained through GET now show link back to form (Chris T)
* LedgerSMB->error and Form->error now show db version and company (Chris T)
* Simpler use of Log::Log4perl instead of LedgerSMB::Log (Chris T)
* Centralized database commit for new code (Chris T)
* Plugin model for Contact management screen (Chris T)
* Refactored setup.pl for easier management and customization (Erik H)
新 RESTful Web Services 框架
* Supports XML and JSON as input formats
* Supports XML and JSON as output formats
* Supports read/write for Contacts:
* Customers
* Vendors
* Employees
* Leads
* More
新报告框架
* Easy bridge between SQL and display (Chris T)
* All reports exportable to CSV (Chris T)
* All reports exportable to PDF (Chris T)
* Unified UI for reports (Chris T)
* Enhanced trial balance allows for partial trial balance (Chris T)
* Enhanced trial balance allows for saved criteria (Chris T)
* New income-statement-like reports for customers and products (Chris T)
* New income-statement-like reports for invoices (Chris T)
Customer/Vendor/Employee Handling and CRM
* Added sales tax id and license number fields for companies (Chris T)
* Simpified database schema (Chris T)
* Full text search of notes for customers/vendors (Chris T)
* Added file attachments to customers, vendors, employees, leads etc (Chris T)
* Added lead handling (Chris T)
新 CSV 导入模块
* Imports GL transactions (Chris T)
* Imports AP batches (Chris T)
* Imports charts of accounts entries (Erik H)
* Imports GIFI tables (Erik H)
* Imports SIC tables (Erik H)
* Imports timecards (Chris T)
* Imports initial inventory and periodic counts (Chris T)
* Extensible
* field maps can be overridden
New Business Reporting Unit System (Chris T)
* Replaces Projects and Departments
* Business reporting units may be nested
* Allows one to do funds accounting, track jobs separately from projects, etc
* Report on any combination of business reporting units (up to one per class)
Erik H is Erik Huelsmann
Chris T is Chris Travers
Steven M is Steven Marshall
Havard S is Havard Sorli