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versions.txt
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versions.txt
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Version History
===============
version 0.8
==================================
- TODO
- Developers note the signature change of
`CRM_Banking_PluginModel_PostProcessor::shouldExecute` (and thus overriding
methods in Postprocessor implementations) to include a new boolean parameter
`$preview` denoting whether the method is being called during Postprocessor
preview or not. The method might have to be respond differently, since e.g.
no contributions have been processed at the preview stage.
version 0.7
==================================
- TODO
version 0.6
==================================
- Configuration UI (#102)
- PostProcessors (#67)
- Analysis Runner (#173)
- PHP7 Compatibility (#187)
- Added logging (#164, #144)
- Improved bank account lookup (#178)
- Improved bank account dedupe (#189)
- Improved RegexAnalyser (#185)
- More flexible API calls (#154)
- Name-base search performance (#159)
- Improved XML importer (#161, #162)
- Improved review layout (#179)
- BUG: bank_account_reference missing index (#158)
- BUG: CiviBanking assigns contributions to contacts in trash (#166)
version 0.5.3
==================================
- SEPA matcher uses batch reference (#152)
- SEPA improved cancellation (#135)
- CSV importer line filter (#146)
- Processing transactions by date (not ID) in overnight hook (#147)
- Default matcher - add fallback contact (#143)
- Default matcher - use popups (#142)
- Importer - better warnigns (#136)
- XML importer duplicate detection (#134)
- Membership matcher date choice (#130)
- Recurring matcher improvements (#129)
- BUG: membership matcher confidence (#139)
- BUG: broken links (#119)
- BUG: importer references (#145)
- BUG: entity hook (#151)
version 0.5.2 (0.5.1 not released)
==================================
- greatly improved account editor (#118)
- added bank account reference validation and normalisation (#118)
- improvements on UI (#116, #122)
- improved 4.6 compatibility
- added "drop column" option to CSV importer (#115)
- added recurring contribution matcher
- option for a custom title for existing contribution matcher (#109)
- added 'unset', 'sha1', 'sprint' and 'preg_replace' actions to regex analyser (#107, #116)
- option to disable received_date check in existing contribution matcher (#103)
- fixed/improved tx attribute lookup (#106, #111)
- fixed/improved menu integration (#110)
version 0.5
===========
- added CSV exporter (#83)
- added bank account dedupe (#73)
- add an analyser to connect transactions to bank accounts after import-phase (#97)
- extended cancellation matcher to handle fees and reason (#84)
- extended SEPA cancellation matcher (#96)
- improved visualisation of create macher (#94)
- added counter to new, analysed, completed filters (#90)
- better visualisation of negative amount (#89)
- added option for file probing to CSV importer (#80)
- added generic penalties (#85)
- added more features to name-based search (#93)
- FIX #82 - last item in review omits execution info
version 0.4.3
=============
- FIX #79: better prevention of multiple executions
version 0.4.2
=============
- make UI more responsive (#77)
- FIX #76: issues with parallel processing of statments
version 0.4.1
=============
- improved regex analyser lookup (#72)
- FIX #64: replace mysql_real_escape_string
version 0.4
===========
- store more execution info (#71)
- background analyser (#69)
- XML Importer (#62)
- FIX #68: fixed ignore matcher
- FIX #66: JS error in default matcher
- FIX #65: SEPA matcher cancellations
- FIX #61: double check existing contribution matcher's reconciliation
- FIX #57: sepa matcher date range check
- FIX #56: removed dummy menu entry
- FIX #55: dont_ignore list for ignore matcher
- FIX #54: contact link in account search
version 0.3.8
=============
- FIX #47: don't allow import of payments w/o dates
- FIX #48: don't override data in manual suggestion
- FIX: flawed German translation caused problems with importer dry run
version 0.3.7
=============
- FIX: payment view same contact shown repeatedly
- FIX: payment view title wrong
- FIX: dashboard was one week off
- FIX: minor fixes in matcher_create
- RegexAnalyser: added mapping action
version 0.3.6
=============
- FIX: php warning in dashboard (when no payments completeted)
- FIX: percentages in statment view
version 0.3.5
=============
- added dashboard
- enable auto execution of matches
- added copy_ltrim_zeros action to matcher_regex
- edit a contact's bank accounts with 'delete contacts' permission
version 0.3.4
=============
- FIX: review/process last payment in batch
- FIX: invert statement list order
- FIX: matcher_existing don't propose test contributions
- FIX: matcher_default value propagation of financial_type_id (and others)
- sort bank info in accounts tab
- added SEPA matcher
- added 'if:matches' clauses to CSVImport rules
- added lookup action to matcher_regex
- added contact precision indicator to matcher_default
- added contact_type filter to contact-by-name lookup
version 0.3.3
=============
- FIX: improved/fixed contact-by-name lookup
- store bank account information upon successfull reconciliation of a payment
- automatically select suggestion when changed or clicked
- added simple account editor
- added "create contribution" matcher
- added regex matcher/analyser
- added 'if' clauses to CSVImport rules
- FIX: execute matchers by (ascending weight)
version 0.3.2
=============
- FIX: move bank accounts when merging contacts
- FIX: translated menu
- FIX: value propagation in some matchers
version 0.3.1
=============
- added a simple summary tab showing the accounts
- FIX: matcher:existing_contributions: fixed rating system on smaller amounts
- FIX: notification text of processed payment
- FIX: matcher:default_options: if amount negative, set status to 'cancelled'
version 0.3
===========
- CiviCRM 4.4 compability
- FIX: 'show payments' will show selected payments only
- added target account filter to payment view
- added 'skip processed' in review screen
- added 'back' in review screen
- added notification of processed payment
- matcher:default_options: 'show contact' button will go to search if no contact selected
- FIX: matcher:default_options: fixed issue with decimal total_amount when creating contributions
- only administrators can delete statements/payments
- FIX: warning if no statement/payment is selected for review
- matcher:existing_contributions: added configurable payment_instrument mismatch penalty
- FIX: matcher:existing_contributions: don't process negative amounts in default mode
pre0.3
======
- Developer version, no records