Release 0.8.16
Release Notes
Release Date
28 July 2021
Overview
The focus for this release is on the Purchase Order / Invoice features, but we also have a few other exciting features that we'll discuss in the release notes. Most tickets in this release have been specified and funded by Partners In Health (pih.org). These tickets have been added to the OBPIH project (PIH's internal Jira instance).
We currently have four separate projects that will all have deliverables in the current release.
In addition, an alpha release of the OpenBoxes Mobile (OBMOB) application will probably be released around the same time. (check back in September)
Tickets that are priorities for other community members have also been added to this release. A few of these have funding associated with them so they will be prioritized. Others will be completed if we have time, but will likely be moved to the next release. If you would like to fund a particular feature in order to prioritize it on the back log please email us (support@openboxes.com) to discuss your requirements.
Community
Work-In-Progress
(WIP) #138 Allow signup/signin using common OAuth providers
(WIP) #1852 Warehousing Storage & Weight Calculation Feature Request
(WIP) #2045 GPS Shipment Tracking
(WIP) #2377 Display aggregated weight and volume funded statests
Improvement
#1072 Improvements to document templates
#2244 OBPIH-3658 Add invoice data model
#2269 Add organization filter to Location list page
#2262 Add recaptcha to user signup to prevent spam registrations
#2360 Generate data model documentation
Bug
#2293 Build problem with putaway (both grail 1.3.9 and 3.3.10)
Partners In Health
Bug
OBPIH-3962 Require accounting does not work in central purchasing location
OBPIH-3946 Error while trying to run database migrations on copy of obnav database
OBPIH-3943 All records are displayed when search for not existing product on inventory browser
OBPIH-3942 PO fields visible on Putaway details page
OBPIH-3941 Inventory import broken on stage/dev
OBPIH-3940 Product Availability is not refreshing on obnavsatage
OBPIH-3938 Negative adjustments are added as positive to invoice
OBPIH-3937 Missing uom and unit price errors not visible when import PO template
OBPIH-3936 Unable to add adjustments for all items to invoice
OBPIH-3935 Wrong qty invoiced displayed in order line report for items with uom other than each
OBPIH-3932 Create new source entry on PO edit modal issues
OBPIH-3910 If user changes unit price after prepayment, prepayment invoice lines should not update
OBPIH-3909 Invoice workflow should show qty as qty per UOM
OBPIH-3908 Random error message displayed when open inventory browser
OBPIH-3905 Fix display of canceled lines/adjustments in final invoice
OBPIH-3902 Substitution lines are not visible in Outbound SM
OBPIH-3893 Complete status not showing on completed PO
OBPIH-3887 Spike: Inventory Browser > unexpected end of subtree
OBPIH-3885 Qty per uom should be visible in preinvoice and final invoice
OBPIH-3877 Source code being generated with random number series
OBPIH-3874 Formatting changes to prepayment invoice
OBPIH-3863 Canceled qty displayed incorrectly after going back and forth in receiving
OBPIH-3862 Canceled lines and adjustments are visible in prepayment invoice
OBPIH-3856 Incorrect buyer organization set on invoices
OBPIH-3852 Split line feature in combine shipments allows user to ship more than on PO
OBPIH-3847 Total price issues in preinvoces
OBPIH-3845 PO import template creating sources with no data
OBPIH-3834 Invoice Date of prepayment invoices is missing somewhere
OBPIH-3833 Canceled qty displayed incorrectly when cancel qty after going back and forth in receiving
OBPIH-3826 FW: PO Testing - Error Message
OBPIH-3823 UOM not matching on PO shipment import
OBPIH-3812 Product sources not appearing in POs
OBPIH-3811 Able to add canceled adjustment to invoice
OBPIH-3809 Total Price is calculated incorrectly on invoice for items with uom other than each
OBPIH-3807 Should allow order with only adjustments
OBPIH-3789 PO import UOM code doesn't match code shown in PO
OBPIH-3782 Shipment from PO should show goods receipt note
OBPIH-3772 Issues when delete items form invoice
OBPIH-3769 Unable to go to next page after deleting few invoice items
OBPIH-3767 Product supplier import template creates duplicate records if user double-clicks
OBPIH-3763 When click list orders from putaway details page, filter goes to POs
OBPIH-3762 Add validation for 0 qty when add items to invoice
OBPIH-3760 Cant have % order adjustment and amount order adjustment on same PO
OBPIH-3758 Order adjustment invoicing behavior
OBPIH-3746 Prevent user from receiving into default bin
OBPIH-3745 Receipt emails showing summarized receipt info, not current
OBPIH-3740 GL account and Budget Code displayed incorrectly on view Invoice page
OBPIH-3732 Dashboard indicator using wrong userID for queries
Epic
OBPIH-3713 Implement state machine for order statuses
OBPIH-3632 Temporary, simpler version of purchase view
Improvement
OBPIH-3896 Allow managers with approver permissions to edit and rollback POs
OBPIH-3895 Only show orgs with supplier role in invoice dropdown
OBPIH-3894 Allow managers with invoice permission to delete pending invoices
OBPIH-3890 Add info & hyperlinks to add items modal
OBPIH-3889 Add information & hyperlinks to invoice view page
OBPIH-3888 Show payment terms and payment method on PO view page
OBPIH-3843 Add filters to list invoice page
OBPIH-3837 Add fields to list invoice page
OBPIH-3835 Fix issues connected to state machine for order statuses
OBPIH-3825 Add delete all button to combine shipments workflow
OBPIH-3824 Improvements to combine shipments workflow
OBPIH-3819 Add invoice tab to order page
OBPIH-3778 Add check box for all items on invoice modal
OBPIH-3777 Add search for description on order list page
OBPIH-3775 Improvements to order line details report
OBPIH-3768 Redo electronic stock card side bar
OBPIH-3761 Improve performance of vendor drop-down on invoice p1
OBPIH-3759 Make order adjustment description required
OBPIH-3756 Usability changes to add items modal
OBPIH-3755 Formatting change to invoice p2
OBPIH-3730 Add in invoice associations for invoice items, buyer organization and vendor
OBPIH-3651 Improve performance of Product API
OBPIH-3649 Improve performance of stocklist item API
OBPIH-3646 Spike: Investigate performance issue with stock movement item API
OBPIH-3642 Improve performance of global search
OBPIH-2925 Implement order list query using derived statuses
New Feature
OBPIH-3838 Improvements to invoice view page
Story
OBPIH-3961 Add additional status to invoice "submitted for approval"
OBPIH-3891 Add save & exit button to invoice module
OBPIH-3878 Enable change of unit price for shipped order items
OBPIH-3876 Invoicing of prepayment doesn't work if PO has been edited
OBPIH-3858 Shipping status
OBPIH-3840 Generate prepayment invoice items from unshipped lines
OBPIH-3839 Enable deletion of pending invoice
OBPIH-3816 Disable certain changes to invoiced order adjustments
OBPIH-3815 Disable certain changes to invoiced order items
OBPIH-3813 Filter available invoice items by buyer org
OBPIH-3808 Add supplier org code to PO pages
OBPIH-3805 Filter PO destinations by "Receive stock"
OBPIH-3800 Validation for prepayment creation
OBPIH-3799 Require all lines on prepayment PO to be invoiced together
OBPIH-3798 Limit editing of PO after prepayment invoice generated
OBPIH-3797 Pull lines from prepayment invoice into final invoice
OBPIH-3796 Generate prepayment invoice
OBPIH-3791 Allow user to rollback and delete shipments from PO while in central purchasing location
OBPIH-3785 Create way to update recipient/ship dates through import
OBPIH-3784 Show uploaded documents on last page of invoice module
OBPIH-3783 Add vendor code into invoice dropdown
OBPIH-3731 bug on dashboard: pending putaways
OBPIH-3695 Update order item status when invoice posted
OBPIH-3682 Capture time on date requested/date issued in product details table
OBPIH-3679 Source preference type logic - default
OBPIH-3659 Invoice get lines API
OBPIH-3658 Invoice Data Migration
OBPIH-3638 Do not set destination on shipment for PO
OBPIH-3637 Allow user to rollback and edit shipments from vendor within purchasing location
OBPIH-3636 Allow user to change destination on PO for purchasing locations
OBPIH-3635 Change filters on PO list page for purchasing locations
OBPIH-3634 Add purchasing as location supported activity
OBPIH-3633 Add invoicing user permission
OBPIH-3624 Add searchable product type logic to search
OBPIH-3617 Refactor prepayment terms
OBPIH-3616 Invoice list page
OBPIH-3615 Invoice view page
OBPIH-3614 Invoice page 2: add lines modal
OBPIH-3576 Rollback invoice
OBPIH-3575 Invoice page 3: Confirm
OBPIH-3531 Bring PO documents/links through to invoice
OBPIH-3528 Invoice page 2
OBPIH-3527 Invoice page 1: Header
OBPIH-3247 Add expected receipt date to last page of shipment feature
OBPIH-3234 Spike: Make PO Printout editable by admin
OBPIH-3042 CLONE - Create landing page for cycle count report
OBPIH-3039 CLONE - 5.4.43 Align cycle count report with new inventory import
Task
OBPIH-3737 Add data management features for product availability table
OBPIH-3239 Make sure that POs will increment properly starting after last rapidi PO#
OBPIH-3105 Enable 5 digit autoincrement product code
Americares
Bug
OBAM-229 Unable to delete zone
Story
OBAM-230 UI page 2 - no printout
OBAM-228 Do not allow recall flag on default lot
OBAM-227 5.4.62 populate qty ATP pt 2
OBAM-225 Add zone to bin import/export
OBAM-224 Enable admin creation of zone
OBAM-223 Zone data model
OBAM-216 Update Qty ATP to subtract picked stock
OBAM-193 5.4.43 Align cycle count report with new inventory import
OBAM-192 Improve error message when importing bin that doesnt exist
OBAM-191 Add validations to inventory import review page
OBAM-190 Create landing page for cycle count report
OBAM-189 5.4.43 Revise inventory import template
OBAM-175 5.4.32 Add max and min inventory level to bins
OBAM-155 5.4.62 Populate qty available to promise
OBAM-151 5.4.68 Remove recalled items from Qty available to promise
OBAM-146 5.4.68 show lot as flagged in inventory views/reports
OBAM-145 5.4.68 allow admin to add recall flag to lot
OBAM-131 5.4.71 UI page 2 split line modal
OBAM-127 5.4.71 UI page 1
OBAM-126 5.4.71 Wizard
OBAM-119 5.4.50 request from depot w/out stocklist
OBAM-117 5.4.50 request from depot with stocklist: add autocalc inventory and monthly demand
OBAM-116 5.4.50 Add feature flag to distinguish consumption v max method
OBAM-106 5.1.4 Price history tab
OBAM-66 5.4.56 System differentiates between Emergency Requisitions and Regular Monthly Requisitions
OBAM-60 5.1.4 Build supplier list page
OBAM-51 5.8.29 Add reason code backorder
OBAM-36 5.8.23 Add zones to electronic stock card
OBAM-35 5.8.23 Add zones to pick workflow
OBAM-34 5.8.23 Add zones to put-away workflow
OBAM-33 5.8.23 Add zones to receiving screen
OBAM-32 5.8.23 Add zone to bin location report
OBAM-31 5.8.23 Create additional location above bin called zone
OBAM-28 5.8.23 Ability to group pick by warehouse zone
OBAM-25 5.6.13 The system supports the inspection of incoming goods and associated reporting (COS/DCOR) as part of the standard workflow at all facilities
OBAM-18 5.1.1 Supports storage of Invoice Files from Suppliers
Task
OBAM-232 Add zone field to bin location tab
OBAM-226 5.4.62 Spike: populate qty available to promise pt 1
Digital Square
Story
OBDS-2 Create an initial draft project plan for the push-button deployment
OBDS-7 Inventory import ignores zeros, not just blanks
OBDS-22 Spike: Design approach and create tickets
OBDS-25 Spike: Sort out the Azure sandbox environment for push-button deployment project
OBDS-26 Implement Azure Resource Manager MVP template
OBDS-27 Add the deployment button to OpenBoxes repo
OBDS-28 Spike: research how to integrate OB with (Instant) OpenHIE
OBDS-29 Test and adapt installation steps for OB in Grails 3
OBDS-30 Packer template MVP: Implement installation steps for OpenBoxes VM image
OBDS-31 Test the Packer template by deploying it on Azure
OBDS-32 Create a GitHub repo for Packer template
OBDS-33 Document installation steps for Grails 3 version of OB
OBDS-35 Setup free Azure environment to kick-off the work on project
OBDS-38 Create infrastructure resources using Azure resource manager through Azure UI
OBDS-41 ARM template documentation: Create a diagram visualizing resources created by the template
OBDS-43 Spike: Investigate steps to dockerize OpenBoxes
OBDS-46 Implement Dockerfile for OpenBoxes Grails v3 image
OBDS-47 Implement CI pipeline to build the Docker image and push it to Registry on each commit
OBDS-48 Implement a docker-compose configuration for OpenBoxes