Release 2023.02

This release includes the work since July 2022.
Most significant changes have been to Contact screens, donations and memberships.

So here is the list of changes for this release:
Contacts:

• Translate Partner Classes
• Contact Find: confirm filter selection with return key
• Contact Find: Find Contacts by IBAN
• New Contact: valid address tick was not saved after confirmation dialog
• Contact Edit: display tabs more prominent
• Contact Edit: Show donations of a contact
• Export E-Mail Addresses from Excel to Webmailer with comma as separator
• Export Addresslists to Excel: fix column and row positions for mail merge
• Properly display publication names or channel codes if they have no translation

Donations:

• Send Annual Receipts optionally via E-Mail
• Include a marker on the annual receipt if a newsletter should be added in the post
• Annual receipts didn't print the logo and the signature
• browser of motivation details should show details of account and costcentre when hovering with mouse
• bankimport: display transactions after import
• bankimport: CSV import should process columns for IBAN and BIC

Sponsorships:

• check imported and matched bank statement against sponsorships
• Sponsorship: cannot open and close multiple sponsorship dialogs

Membership:

• Manage memberships

System:

• backup of mysql database blocked the whole server

For more details about the issues solved in this release, visit the Milestone at Github for release 2023.02!

To try this new release of OpenPetra, or to use a hosting service or to install it on your own server, see the notes at https://www.openpetra.org/download-openpetraorg!

Release 2022.07

This release includes the work since October 2021.
There has been quite some work in the background.
Most significant changes have been improvements to security, and the new feature of recurring donations and SEPA Direct Debit support.

So here is the list of changes for this release:
Security related:

• Avoid Cross-site scripting by validating all user input from the web
• If user changes the password then all other sessions must be invalidated
• Force SYSADMIN to change the password in a fresh system

Donation Module:

• Recurring Donation Batches for member fees, with export of SEPA Direct Debit file and submission of Donation Batch
• Do not print a formal receipt for other charities that have donated to our charity
• There was always an empty page at the end of the receipts

Accounting Module:

• Delete Ledger: this was broken and now works again
• Import of skr49 account hierarchy failed because of security check

General UI issues:

• When an error or success message is displayed at the top of the screen the focus was for the full width
• switching between different forms did not work properly
• hide wait message after exporting database as yml.gz file
• special url or parameter to show password reset form

For more details about the issues solved in this release, visit the Milestone at Github for release 2022.07!

To try this new release of OpenPetra, or to use a hosting service or to install it on your own server, see the notes at https://www.openpetra.org/download-openpetraorg!

Release 2021.10

This release includes the work since May.
A lot of work was done behind the scenes, to move the hosting of OpenPetra.com from virtual machines to shared hosting at https://hostsharing.net.
Other changes happened in the setup of a ledger, for various scenarios.

So here is the list of changes for this release:

Contact Module:

• Search for Contacts with multiple parts of the name

Accounting Module:

• Creating new Ledger: International Currency should be set properly
• add german account hierarchy example
• Import of cost centre yml file: delete unused cost centres
• GL Batch: adding new GL Batch with empty debit or credit will show server error
• Debit and Credit should always be in this order
• GL Batch: Import and Export of transactions
• Exporting GL Batch to xlsx: decimal numbers exported as strings

Donation Module:

• display error message if donation batch cannot be opened because there are no motivation details

Sponsored children:

• Sponsorship: Edit form only shows only one sponsor even if there are multiple sponsors for this child

Hosting OpenPetra:

• empty instances have an error each morning in the log because of failing ExecuteScalar for SiteKey
• Only run the hourly backup if the instance is actually being used

For more details about the issues solved in this release, visit the Milestone at Github for release 2021.10!

To try this new release of OpenPetra, or to use a hosting service or to install it on your own server, see the notes at https://www.openpetra.org/download-openpetraorg!

Release 2021.04

This release includes the work of two months, March and April.
Most changes have happened in the area of importing bank statements, we now support the CAMT and MT940 file formats.

So here is the list of changes for this release:

Contact Module:

• Find Contact: Option to display Contact Shortname in Readable Order in Result List
• Contact Edit: Set SendMail flag for addresses automatically
• Contact Edit: Bugfix: Modifying bank account might be overwritten
• Contact Import: Column names should be case insensitive

Accounting and Donation module:

• GL Batch and Gift Batch: Saving with an empty date causes an error refering to the server log file
• Use a proper date for reversing a GL batch
• BankImport: Set Default Motivation Detail for new matches
• BankImport: Import Bank Statements from CAMT XML file, matching by bank account number
• BankImport: Import MT940 files
• BankImport: Allow to delete imported statements

Sponsored children:

• Bugfix: cannot open sponsorship if comment is null.

For more details about the issues solved in this release, visit the Milestone at Github for release 2021.04!

To try this new release of OpenPetra, or to use a hosting service or to install it on your own server, see the notes at https://www.openpetra.org/download-openpetraorg!

Release 2021.02

This release includes the work of two months, January and February. A lot has happened in the initial import of contacts, and also for bank accounts of contacts.

So here is the list of changes for this release:

Contact Module:

• Edit Contact: Maintain one or multiple bank accounts per contact.
• Edit contact: fix a bug with consent error, if only city or country code is changed.
• Edit contact: Allow manual adding of historic consent to contact. Add consent if there was no consent stored before.
• Find contact: fixed bug: typing not a number in contact key search will return hint to server log
• Find contact: the filter for Contact Type should be empty by default
• Import Contacts: can now import bank accounts (IBAN) as well.
• Import Contacts: display error if Country Code is wrong
• Import Contacts: there is now an option to delete all contacts, to reset the database in that regard.
• Import Contacts: import with consent
• Import Contacts: import with categories
• Import Contacts: fail if contact exists already with the same name and address or email address
• Import Contacts: support from Microsoft Excel (xlsx) and LibreOffice (ods) files. That is more stable than the existing CSV import.
• Import Contacts: complain if column captions cannot be interpreted
• A contact can now be deleted, if it does not have donations associated.

Accounting module:

• Fixed a bug with creating a new ledger.

Donation module:

• New option: Extended the template to print questionnaire for consent on the annual receipt.
• Report for Newsletter for people without annual receipt must consider consent.
• Donation Receipts: fixed bug: Error when trying to print the receipt

Sponsored children:

• Print a list of sponsored children.

General improvements:

• Pin an error message in the js client, and download long error messages as text file.

Technical improvements:

• Fix issues with too many database connections, closing connections when not needed and clearing the pool automatically.
• Drop unused code, for canceling database queries.
• Use SharpZipLib nuget package instead of ICSharpCode.SharpZipLib.dll

For more details about the issues solved in this release, visit the Milestone at Github for release 2021.02!

To try this new release of OpenPetra, or to use a hosting service or to install it on your own server, see the notes at https://www.openpetra.org/download-openpetraorg!

Release 2020.12

This release includes the work of two months, November and December. A lot has happened in the sponsorship module. But also other areas got fixes and new features, and technical improvements have been implemented as well.

So here is the list of changes for this release:

Sponsorship module:

• Make sure that Reminders for Sponsorship work
• Reminder: use template files for emails
• Sponsorship: show future sponsors of children in the search result
• Sponsorship: Filter by firstname of child if there is an empty family name
• Filter sponsored children by the attribute they have no sponsor
• Filter sponsorships by sponsor
• sort sponsorship by child, or by admin
• Upload of image of child does not show error
• Deletion of sponsored children
• Display address and contact details of sponsor
• Sponsorship: Preview Sponsorship in List with contact details of donor
• Partner Types: edit flag for active type and type category (important for status of sponsored child)

Other features and fixes:

• Contact Find: filter by contact key
• Limit Consent Channel and Purpose Edit to permission PTNRADMIN
• Empty contact: fix error messages when trying to modify; not asking for consent
• Gift Receipting: Store HTML Template and Logo as default
• Type Ahead for Account Detail Report and Trial Balance Report
• Restoring database (loadymlgz) sets the database version but does not run the upgrade scripts
• New installation of instance should not change the database version without running the db updates

Technical improvements:

• Completely drop support for SQLite from the code
• Support for MySQL 8
• Use MysqlConnector instead of Mysql.Data
• Update NUnit to latest version 3.12 and use nuget packages

For more details about the issues solved in this release, visit the Milestone at Github for release 2020.12!

To try this new release of OpenPetra, or to use a hosting service or to install it on your own server, see the notes at https://www.openpetra.org/download-openpetraorg!

Release 2020.10

This release has improvements to the Contact Find form, the management of users, GL Batch and Donations Batch, and Sponsorship module.

So here is the list of changes for this release:

• Improvements to Contact List: option for sorting of search result, and displaying more results than 25.
• Fixed: Consent button on Contact Edit has misleading label
• Various fixes for sponsorship module: tooltips for reminders and comments in the list, children categories are not hardcoded anymore, fix permissions for users that don't have FINANCE permissions, filter child's name with fragments of the name, show current donors in list of children.
• Fixed: Manage Users: cannot save edited user
• Various fixes for user management form: show last login, and fix refresh after changing a user.
• GL Batch: show names of accounts and cost centres in the list of transactions
• Test functionality for posting a donation batch: show the sum of the amounts per motivation detail.
• Fixed: After editing the gift batch, the total is not displayed anymore in the list
• Fixed: Closing the gift transaction list in gift batch screen does not work
• When exporting a single gift batch, don't consider the state of the batch. This means you can now export cancelled batches.
• Bankimport: when creating a gift batch display meaningful error message on missing motivation detail
• Fixed: Edit Gift Transaction: does not properly show entry date
• Fixed: PostgreSQL: cannot edit contact in Web UI

For more details about the issues solved in this release, visit the Milestone at Github for release 2020.10!

To try this new release of OpenPetra, or to use a hosting service or to install it on your own server, see the notes at https://www.openpetra.org/download-openpetraorg!

Release 2020.09

There are only small changes in this release.

So here is the list of changes for this release:

• New report to list the contacts and their addresses for subscriptions
• Release Notes are not cached across releases anymore
• Month end and Year end now show the dates of the current periods properly
• During fresh installation, a password will be set for the MySQL/MariaDB root user
• Bugfix for forms, select element was not closed properly
• Export of database as yml.gz file now works again
• Bankimport: CAMT: fix issue with trailing EREF+ content which prevented matches

For more details about the issues solved in this release, visit the Milestone at Github for release 2020.09!

To try this new release of OpenPetra, or to use a hosting service or to install it on your own server, see the notes at https://www.openpetra.org/download-openpetraorg!

Release 2020.06

The big change in this version is: support for storing consent of contacts to use their address or contact details.

So here is the list of changes for this release:

• Support for GDPR / DSGVO
• Cookie OpenPetraSessionID should use Secure or SameSite
• Trial Balance Report in js client Reports
• The tags for sponsorship should not be visible for normal contacts
• user cannot create a new ledger
• demo database for tests must start in the same month
• Ledger Info: show more details about current posting periods
• Default to english Release notes if releasenotes html file not available for current language
• keep only one backup file of database per day

For more details about the issues solved in this release, visit the Milestone at Github for release 2020.06!

To try this new release of OpenPetra, or to use a hosting service or to install it on your own server, see the notes at https://www.openpetra.org/download-openpetraorg!

Release 2020.04

The big changes in this version are: the initial version of the sponsorship module, and improvements to data security.

So here is the list of changes for this release:

• Initial version of the sponsorship module: You can maintain children, and assign sponsoring donors to them. You can configure reminders (which don't result in email notifications yet), and you can create notes regarding the school or family situation.
• Guided setup: in the hosted setup, the initial setup does not only configure the SYSADMIN user, but also a non-privileged user. In the manual setup, a dialog is displayed when the SYSADMIN user logs in for the first time, helping to do the initial configuration of the OpenPetra instance.
• Guided setup for ledger: if a user with finance permissions logs in, and there is no ledger yet, then a dialog appears that helps to do the initial configuration of a ledger.
• The publicly available API end points have been reduced, and require more permissions. This will avoid that data can be read by unprivileged users.
• Support for Fedora 32: configuration of MariaDB now works again. Also: CentOS 8 and Ubuntu 20.04 are supported by https://get.openpetra.org.
• The testing framework Cypress has been updated to the latest version.
• We now use again Weblate for the translation of the client: https://hosted.weblate.org/projects/openpetra/js-client

For more details about the issues solved in this release, visit the Milestone at Github for release 2020.04!

To try this new release of OpenPetra, or to use a hosting service or to install it on your own server, see the notes at https://www.openpetra.org/download-openpetraorg!