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Release Notes

Version 12.46.0.164

Released August 30, 2018.

New features

  • Object access

Enables you to specify permissions per object to users and groups.

  • Next links in the REST API now uses offset instead of offset_id to work together with object access.

Web Client

  • My view

You can now create your own view in the table view where you select which columns that should be shown. It is also possible to switch between “My view” and the default view.

  • Object information

It is now possible to get access to system information for each object. The information shows who created the object and when as well as who updated the object last and when.

  • Object access - Configuration

It is now possible for admin users to set default group for users and set what permissions that shall be set when creating new objects.

  • Object access - Owner and group for objects

It is now possible for admin users to change the owner and group of objects. Non-admin users can change the group of objects they are the owner of. This is done through the information dialogue on each object.

  • View validation

It is now possible for admin users to validate search, list and card views through Lime Admin.

Improvements

Web Client

  • Table view - Possible to filter on date ranges for date fields, for example “Current year”, “Current quarter”, “Today”, “Tomorrow” and so on.
  • Table view - Possible to use the search functionality to filter on connected objects.
  • Table view - Possible to filter on “Empty” and “Not empty”.
  • Todo flow - Multiple activities can be created when postponing a task/meeting.
  • Todo flow - Multiple activities and tasks/meetings can be created when marking a task/meeting as done.
  • Buttons on the dashboard salespipe and todo widget to allow for easy transations to the table view.
  • When creating a new or editing an existing activity, each type of object that can be connected now has its own object picker.

Fixes

  • Lime Newsletter now lists recipients properly.
  • limeplug list no longer fails if git is not found on the path
  • New lime objects added to unit of work now gets their before_update hook called.
  • Fix issue when combining sort and pagination in requests to the core-api.

Web Client

  • Result count in table footer is now showing when one result is displayed in the table list.
  • The table-view doesn't have a vertical scrollbar when there are few rows in the table.
  • Connected-to-filter in table-view needs double-click.
  • When Norwegian is requested by the browser as no, it is now loaded correctly.
  • Mobile devices can open search dialog with a single click.
  • Table view - footer is cut after last column.
  • Switching tab in Lime Admin clears the main content in the admin view.
  • Security fix: Restricted access to some endpoints. The endpoint client/admin is for instance no longer accessible by regular users.

Version 12.48.0.307

Released December 3, 2018

New features

  • The REST API now returns the limetype name for limetype in the acl endpoint
  • The REST API now return the property name for each property in the acl endpoint
  • QueryObjects - a python API for querying the database for large datasets
  • Possibility to fetch Has-And-Belongs-To-Many relations with offset param specified
  • Command limefu object-access configure-legacy-support for making record access use object access.
  • Plugins are now loaded in the importer, making sure code defined in custom Lime Objects will run upon import
  • Ability to define exchange/queue with lime-config for lime-import
  • lime-newsletter validates that the consenttype id (if specified in the config) exists
  • For services interacting with our REST API not supporting HTTP headers for sending API keys, basic auth can be used, using x-api-key as username and the API key as password
  • Configurable plugins path
  • Plugins are now loaded at limefu startup
  • Web Client: Icons and colors

It is now possible to add icons and colors to custom tables! No more gray badges! * Web Client: Splash screen when logging in

We have added a loading screen when logging in to make it feel a bit more exciting! * Web Client: Possible to connect custom limetypes when adding a note to the activity feed

It is now possible to configure what limetypes an activity can be connected to through Lime Admin. * Web Client: Object access dialogue on notes in activity feed

It is now possible to navigate to the info dialogue and therein also change object access for notes in the activity feed

Improvements

  • The python platform now uses python per default to save objects (the config flag use_ldc_for_writes is by default set to False)
  • Web Client: All icons in the web client have been freshly updated to the Icons8 - Windows 10 library.
  • Web Client: Improved “Add note” dialogue - We have removed the activity type selector bar and made the dialogue more simplistic. It should now be a whole lot easier to select activity type, especially when using your mobile phone.
  • Web Client: Percentage controls - Percentage controls can now be shown as a progress bar in the table view.
  • Web Client: Possible to change object access permissions - It is now also possible to change object access permissions (and not only the owner/group) through the info dialogue.
  • Web Client: Added arrow buttons for changing year in month picker and quarter picker.

Fixes

  • Fixes an issue where connected objects could not be deleted
  • Switch from deprecated logger.warn() to logger.warning()
  • Improved errorhandling for prematurely terminated imports
  • Ensure HRESULT errors are always returned as strings from the LDC proxy-API
  • Skip participants that aren't linked to any person in lime-newsletter
  • lime-newsletter config was not returned to admin editor after save
  • Wheel API changed from wheel.install.WheelFile to wheel.wheelfile.WheelFile, making new plugins not build after initial generation
  • Set default mimetypes for .js and .css files
  • Web Client: Object picker - Fixed a bug that made it very hard to set a relation through the object picker on small devices (such as through your mobile phone). Now, the object picker will not jump around on your screen anymore!
  • Web Client: Object picker now shows “No results” text when there are no suggestions.

Version 12.49.0.390

Released January 29, 2019

New features

  • Plugin configuration support

A plugin can register configuration that can be configured from the webclient. * Web Client: Possible to use the table view on mobile devices. * Web Client: Possible to use the table view for history notes. * Web Client: Possible to search for lime-link and lime-phone in table view. * Web Client: Possible to search for number, percent and yes-no fields in the table view.

Improvements

  • Support for aliases on object properties in lime_query
  • Web Client: Change font from Open Sans to Roboto.
  • Web Client: A dropdown menu is used instead of the /add route when selecting the type of an object to create.
  • Web Client: Added icons in the table view menu.

Fixes

  • Don't return 200 when a request is aborted due to a restricted access.
  • Web Client: Being able to resume a todo from the todo item menu again.
  • Web Client: Possible to load web client even with config errors on the dashboard. (No more `unexpected error when the application is loading)

Version 12.50.0.458

Released March 6, 2019

New Features

  • Web Client: It is now possible to save and apply filters in the table view!

Administrators can now use and combine column filters and save the result as a saved filter to be applied by all users in the table view! This will speed up our users everyday. Happy filtering!

Improvements

  • Lime diagnostics: Possible to validate and repair object access
  • Web Client: Added badges to the add-new and table view menu in the header.
  • Web Client: Possible to select “Me” when using column filter on coworker relations will show a list of objects connected to myself.
  • Web Client: It is now possible to select “In filter…” when using column filter on relations.
  • Web Client: It is now possible to select more than one related object when column filter on relations and selecting “Connected to…”. This will make it possible to create, for example, a filter to see all deals where the responsible coworker is either “Kalle” or “Anna”.

Fixes

  • Object access: Fix bug where removing members from a group would remove all members
  • Lime diagnostics: Exclude admin (id 1) when resetting default passwords
  • Decorator restrict_to_groups no longer restricts administrators

Version 12.51.0.700

Released June 17, 2019

New features

  • Newsletter 2.0 is included in Lime CRM Server.

Read more about the features here: https://lime-lime-newsletter.readthedocs-hosted.com/en/latest/CHANGELOG/#v203.

Improvements

  • Lime CRM Server is now running Python 3.7.3 (from 3.4.4) for stability and future security.
  • Web Client: New objects are now created through a dialogue instead of navigating to a new, empty page.

Fixes

  • Removed use of offset_id param in generated links. Replaced by offset.
  • Let object-access shim handle null values.
  • Fixed security vulnerability where API validation could be done with partial key.
  • Added validation for limetype lables in lime diagnostics.
  • Added validation for virtual tables lime diagnostics.
  • Added validation for empty passwords lime diagnostics.
  • Removed duplicate errors during options validation in lime diagnostics.
  • Resolve timing issue when initializing plugins when using the file import.
  • Removed lsp_setactionpadattribute to improve security for Actionpads.

Version 13.0.3.8 (1.3.1)

Released October 11, 2019

New features

Release is based on lime-crm-1.3.1

  • BREAKING CHANGE: No longer possible to create the fieldtype with of type sql
  • Possible to run lime_application.get_applications() in tests.

limefu

  • Added commands to handle users (list, info, new, disable, enable, set-password)
  • Moved the command limeplug solution to limefu
  • limefu database list works when database is unavaliable

Web Client

  • Now possible to customize the web client using web components
  • Possible to bulk create objects from table view
  • Info Tiles is now included in the web client!
  • The web client is now available in French! Bonjour!

Improvements

Web Client

  • Table view format changed to json (from xml)
  • Upgrade from Angular 6 to Angular 8
  • Removed the markdown text underneath the notes input field when adding a new history note
  • Linkfields is using fieldtype to show as links in web client instead of fieldname 'www'

Fixes

  • Error codes returned from custom endpoints will no longer result in 500. (Correct error will be returned insted)

Web Client

  • Duplicated objects might be created if you presss quickly on “Create” in the add-new dialogue
  • Not possible to select filter to delete in “Delete filter” dialog when using smaller screens
  • Not possible to set a “between” filter on a date column if the column is included in the chosen filter
  • Add new dialog is shown underneath object card when triggered from related in Safari
  • Selecting option through option property makes it impossible to scroll down in add-new dialog
  • Belongs-to picker does not show any result in add new dialog
  • Table view is not properly shown when opening from related
  • Belongs-to picker in add-new dialog flickers when there are no suggestions
  • Not possible to set a column filter on iOS in landscape mode

Version 13.2.6.26 (1.6.2)

Released February 3, 2020

New Features

  • Added a QueryBuilder to lime-core to make it easier to create lime queries.
  • Added query endpoint to core-api.
  • Added the possibility to create migrations to migrate the config (upwards or downwards) for a lime-package or a a solution.
  • Dynamic groups can not have subgroups and members of a dynamic group are added/removed to both the member table and membercache table the same time. This is an optimization primarily for customers utilizing object access.
  • Web Client: Option query support to make it much easier to connect objects.
  • Web Client: Included the following system properties to be able to use in the table view: id, createdtime and timestamp.
  • Web Client: Possible to set field as required in card views.

Improvements

  • Lime search - Improve error handling when indexing limeobjects.
  • Groups - get_members returns a list of Member:s instead of User:s. The method refresh_member_cache was added such that you can manually trigger a refresh of the cache.
  • Lime Newsletter add-on updated to v. 2.2.3
  • Web Client: limel-picker from lime-elements is used almost everywhere.
  • Web Client: Improved the suggestions returned when using limel-picker.

Fixes

  • Unit of work: When deleting two related (belongsto/hasmany) limeobjects only one was deleted, this is now fixed.
  • Web Client: Possible to upload documents on iOS again.

Lime CRM 2020.3 - Zugspitze

Description

At Lime we have coworkers from all over the world, and some of them are originally from Germany. We dedicate our third release of 2020 to the mighty Zugspitze, Germanys highest mountain.

This third, and last, release of 2020 primarily releases features that has been behind feature flags before. A brand new look of our web client and the ability to have scheduled tasks are the key features of this release.

Important Changes

lime_config - config.ini goes config.yml!

Each Python Service in Lime CRM Server can have a config file saved on disk that overrides the default server config. Those files can be found in the %LIME_HOME_PATH% folder in a subdirectory for the corresponding service. Usually it's only the "Web Server" that has a config file but you might have manually created config files for other services as well - for instance the importer or the event handler.

In this release we are deprecating the use of config.ini.

The installer will automatically try to upgrade all config.ini files to yaml. If the migration fails, an empty config.yml will be created.

Features

🎨 Redesigned web client

Since its inception, Lime CRM has focused on being a tool that adapts to customers' needs and operations and not the other way around. The key words in the development of the product have always been adaptable, scalable and simple.

Simplicity also means that it should be easy to access the information in Lime CRM. The web client makes it possible to access Lime from your phone, tablet or computer - wherever the user is.

Now we have made the web client even easier to use!

The biggest news are:

The menu is now at the left or bottom of the screen if you have a smaller screen, e.g. on the phone. This gives more space for the information you work with.

Menu on the left side of the app for better usage of screen.

Menu on the left side of the app for better usage of screen.

Fullscreen mode on smaller devices.

Fullscreen mode on smaller devices.

The search results are still grouped by object type, but now only the tables where the search returns a hit are displayed. It makes it easier to get an overview of the hits you get!

Improved global search.

Improved global search.

Object card

The view for presenting information has been re-made on several points. The purpose of the changes is to improve the overview of information, and to provide better control over how the information is displayed.

  • You now have a new overview which, together with the history notes, gives you a faster overview of the card. This makes it easier to see and edit information related to the card while always having the latest events available on the right side.
  • To create a better overview of the related information, these are now presented in separate tabs.
  • On the tab there is a number that indicates the number of related objects so that you can quickly see if there are any and if so how many related objects there are.
  • It should be easy and fast to find exactly the information you need, therefore we have added filter and search options under the tabs, all so that you can work faster and more efficiently.
  • To facilitate your particular way of working, it is now possible to choose how the information is displayed. Currently you can choose between table or list. More visualizations of the information will be coming.

Completely new object card design.

Completely new object card design.

When using the global table view search or the related object search, we have changed such that the search string is applied after the user press Enter. The search string is shown in a chip, making it easy to add additional search strings after the first one and easily clear one of the strings applied.

Lime%20CRM%202020%203%20-%20Zugspitze%2059967f7101d04bd8a60247eebd20b23a/Untitled%202.png

📅 Scheduled tasks

A highly wanted part of the customization and integration tool box for Lime CRM!

With the introduction of tasks, we made it possible to bulk create large amount of objects using, a task queue. We have now included the support for scheduling tasks to run at a specific time or at a specific interval.

This makes it possible to schedule of integrations at certain times or to create specific objects in a certain interval.

Please read more here: https://platform.docs.lime-crm.com/en/latest/development/scheduled-tasks/

⛓️ Auto attach relations

It is now possible to configure such that relations can automatically be correctly connected when creating new objects. For example, if creating a new todo from a person, the todo can automatically be connected to the persons connected company. This will both save time and ensure good data quality.

The configuration is done for the card view in Lime Admin.

Lime%20CRM%202020%203%20-%20Zugspitze%2059967f7101d04bd8a60247eebd20b23a/Untitled%203.png

Improvements

Web client:

  • Multiline text-field is used for properties having this configuration when adding new objects. For example the note field when adding a new history note.

Server

  • Application Config is released and feature flag removed
  • Configuration options to speed up API requests using an API-key has been added:

API Key Generator - Lime CRM Platform Documentation

Bugfixes

Server

  • Removed excessive logging that caused logs to overflow
  • Fixed Task-handler rebooting-loop if user running the lime-task service has insufficient privileges