Changes to 3.33.1, released February 2021. Previous releases are logged in the development history archive.
The purpose of Version 4 is to bring the schema naming conventions into alignment with the apps underlying Production Theory. In consequence, all associated repositories will need to be updated before it can be published.
Name changes:
| V3 Name | V4 Name |
|---|---|
| Activity | Object |
| Organisation | Subject |
| Org | Subject |
| Task | Project |
| tbMode | tbPolarity |
| CashMode | CashPolarity |
| AccountCode | SubjectCode |
| AccountName | SubjectName |
| AccountSource | SubjectSource |
| DefaultAccountCode | DefaultSubjectCode |
| AccountLookup | SubjectLookup |
| CashAccountCode | AccountCode |
| CashAccountName | AccountName |
| Task.proc_IsProject | Project.proc_IsProjected |
| Task.proc_Project | Project.proc_Root |
| Task.proc_Mode | Task.proc_Polarity |
Completion of the costing system
- Task.tbCostSet - active set of user quotes for costing
- Task.Task_tbTask_TriggerUpdate - remove tasks from cost set when set to ordered
- Task.vwQuotes - quotes available for selection
- Task.vwCostSet - current user's set of quotes
- Task.proc_CostSetAdd - include task in the set
- Cash.vwStatementBase - split out the live company statement from the balance projection
- Cash.vwStatement - derive the company statement from the base dataset
- Cash.vwStatementWhatIf - integrate the quotes, vat and company tax into the company statement
- Task.proc_Pay - fix auto-invoice date not matching payment on date
Authorisation and authentication support for the Asp.Net Core interface.
- Standard Asp.Net Core schema design. Unfortunately it uses the default dbo schema instead of AspNet.TableName.
Integrates setup templates into the Node Configuration program. There are only two at this stage, but more can be added.
- App.tbTemplate - a list of configuration templates and the associated stored procedure name.
- App.proc_TemplateCompanyGeneral - a new template that supports vat and capital accounts
- App.proc_TemplateTutorials - the original configuration template used by the tutorials
- App.proc_BasicSetup - @TemplateName param to execute user selected configuration.
- Cash.vwBalanceSheetAccounts - fix negative m/e balances zeroised
- Org.vwStatement - remove unposted payments
Full script for the Asp.Net Core interface. It has no impact on the 365 implementation since it uses the same algorithms.
- App.proc_TemplateCompanyHMRC2021 - initialisation template that maps all the codes used by the HRMC Accounts and Tax Return portal
- Cash.vwTaxLossesCarriedForward - calculates available losses that can be carried forward on a tax return
- Cash.vwProfitAndLossData - add CashTypeCode for accessing Corporation Tax totals
- Cash.vwBalanceSheetAccounts - fix capital balance calculating incorrectly for companies trading with multiple current and reserve accounts