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Release v5.0; see CHANGELOG for details.
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@raymondcolebaugh
raymondcolebaugh committed Dec 6, 2014
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88 changes: 88 additions & 0 deletions CHANGELOG.md
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# 5.0 #
12/5/2014

* Highlights
* New in _Platinum Edition_
* Advanced Security Tools
* Ban, whitelist, or blacklist IP addresses
* View a log of user logins and failed login attempts
* Lock out IPs or users after a certain number of failed login attempts
* New in _Professional Edition_
* Integrated Email Client
* Manage inbound and outbound emails through private and/or shared email inboxes
* Automatically or manually Log emails to the action histories of associated records
* View contact information via hovering tooltip
* Create contacts and actions on the fly from email address links
* Reports 2.0
* New summation and rows & columns reports
* Drill down into summation report groups
* Improved report filtering, sorting, and column selection
* Create reports on almost any record type
* Report on attributes of related records
* Charts 2.0
* Customizable charting dashboard
* Generate gauge, bar, line, pie, and time series charts built from data in saved reports
* X2Packager
* Export and package modules, custom fields, flows, themes, and more
* Import packages to instantly inherit a pre-built X2Engine environment
* Record merge tool
* Interactively mass merge contact or account records from the grid view or duplicate checker
* X2Graph
* Explore and edit record relationships through an interactive relationships graph
* Visualize relationships across all records simultaneously
* Dynamically add relationship graph nodes and edges
* New in _Open Source Edition_
* User Interface Revamp
* Vastly improved app themability
* Prepackaged dark and light themes
* Simplified theme color selection
* Themable login screen
* Login animation
* X2Touch 2.0
* Refreshed user interface
* Inline Editing
* Edit record fields from the record view page
* Module Deep Rename
* All references to the module are now fully replaced with your custom name, including in actionable events, dropdown menus, and relationships.
* Importer 3.0
* Automatic field detection
* Configurable import batch size
* Greatly reduced import time
* Improved campaign click tracking
* Automatically generate email redirect links
* Track email clicks with the campaign chart and campaign progress grids
* Record aliasing
* Add multiple email addresses, phone numbers, and social media handles to Contact records
* Click-to-call/chat Skype aliases
* Twitter integration
* New contact Twitter feed widget allows you to view the Twitter feed for any of the contact's Twitter aliases
* Calendar event copying
* Duplicate a Calendar event from the event tooltip
* Duplicate checker now detects both contact and account duplicates
* Convert leads to opportunities or contacts
* Tracked Bug Fixes:
* [1553](http://x2software.com/index.php/bugReports/1553): "Do Not Email Page" does not save
* [1554](http://x2software.com/index.php/bugReports/1554): explode() expects parameter 2 to be string, array given
* [1555](http://x2software.com/index.php/bugReports/1555): Invalid argument supplied for foreach()
* [1562](http://x2software.com/index.php/bugReports/1562): The system is unable to find the requested action "www.google.com".
* [1565](http://x2software.com/index.php/bugReports/1565): CDbCommand failed to execute the SQL statement: SQLSTATE[42000]: Syntax error or access violation: 1064 You have an error in your SQL syntax; check the manual that corresponds to your MySQL server version for the right syntax to use near '{"contacts\
* [1567](http://x2software.com/index.php/bugReports/1567): Class: AnonContact not found.
* [1572](http://x2software.com/index.php/bugReports/1572): Unable to resolve the request "actions/viewAll/showActions/incomplete".
* [1574](http://x2software.com/index.php/bugReports/1574): Trying to get property of non-object
* [1578](http://x2software.com/index.php/bugReports/1578): Undefined variable: users
* [1584](http://x2software.com/index.php/bugReports/1584): Undefined variable: newFields
* [1589](http://x2software.com/index.php/bugReports/1589): CDbCommand failed to execute the SQL statement: SQLSTATE[23000]: Integrity constraint violation: 1062 Duplicate entry '3' for key 'PRIMARY'
* [1596](http://x2software.com/index.php/bugReports/1596): Undefined variable: fmtNumber
* [1621](http://x2software.com/index.php/bugReports/1621): Non-static method Tags::normalizeTags() should not be called statically, assuming $this from incompatible context
* [1648](http://x2software.com/index.php/bugReports/1648): Invalid address:
* [1659](http://x2software.com/index.php/bugReports/1659): User Report
* [1660](http://x2software.com/index.php/bugReports/1660): Undefined index: first
* [1688](http://x2software.com/index.php/bugReports/1688): Undefined index: last
* [1697](http://x2software.com/index.php/bugReports/1697): htmlspecialchars(): Invalid multibyte sequence in argument
* [1706](http://x2software.com/index.php/bugReports/1706): Undefined variable: email
* [1808](http://x2software.com/index.php/bugReports/1808): Undefined index: fingerprint
* [1849](http://x2software.com/index.php/bugReports/1849): Undefined variable: l
* [1856](http://x2software.com/index.php/bugReports/1856): Trying to get property of non-object
* [1857](http://x2software.com/index.php/bugReports/1857): Undefined variable: imporMap
* [1876](http://x2software.com/index.php/bugReports/1876): ContactsNameBehavior and its behaviors do not have a method or closure named "setName".

# 4.3 #
10/9/2014

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138 changes: 71 additions & 67 deletions README.md
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# X2Engine 4.3 #
10/9/2014
# X2Engine 5.0 #
12/5/2014

New in 4.3 (see [CHANGELOG](CHANGELOG.md) for full history):
New in 5.0 (see [CHANGELOG](CHANGELOG.md) for full history):

* **Highlights**
* New calendar profile widget
* The clock widget now allows you to choose from analog, digital, and digital 24-hour
* Improvement to role access editor _(Professional Edition)_:
* New user interface enables more fine-grained control over role-based permissions
* Profile widget improvements:
* New website viewer widget
* Leads module grid widget
* Can now create grid widgets for custom modules
* Can now clone, rename, and delete profile widgets
* Persistent grid widget filters
* Quick Contact widget now provides appropriate input fields for all required fields
* Grid view improvements (Contacts module only):
* Can now select all records on all pages
* Perform updates on thousands of records at a time
* X2Flow improvements _(Professional Edition)_:
* Improved X2Flow Remote API Call Action supports custom request headers
* New "Has Tags" flow condition
* Calendar improvements:
* New weekly agenda view
* New customizable event subtype and status dropdowns
* Can now customize event color dropdown
* Importer improvements:
* Added preset import maps to transfer records from other systems
* Action descriptions can now be imported/exported
* Actions associations will now be verified to ensure the type is known to X2 and that the associated record exists
* Added a loading throbber to indicate activity
* Added a timeout warning when max_execution_time is set to 30 seconds or less
* Static pages can now be created from existing Docs instead of only a new Doc
* New feature to validate email credentials from the 'Manage Apps' page
* Improved contact lists grid view
* General changlog/developer notes
* Updated calendar widget to be hidden and shown according to persistent settings
* Fixed bug preventing tags from being added to leads
* Fixed inline process widget in Opportunities module
* Custom assignment fields now produce links in grid views
* Importer Bugfixes
* Action.description will now be automatically mapped
* Fixed bug when uploading import maps
* Added better handling of empty rows
* Fixed purification issue with insertableAttributes
* Patched file upload filter bypass vulnerability
* Fixed missing link to modify Doc permissions when logged in as admin
* Fixed issue that caused phone number links to be prepended international dialing codes unconditionally
* Updated the web lead form to search for duplicate contacts on all custom Contact email fields
* Fixed issue preventing Automatic Updates settings form from being saved
* Fixed issue which caused process funnel record counts to be incorrect
* Fixed bug in importer preventing action descriptions from being imported
* Improved error reporting and handling on media upload tool
* Improved currency validation and fixed consistency issues when changing a products currency
* Fixed error reporting when attempting to upgrade without a key
* _(Platinum Edition)_ Updated Fingerprint index to display a human-readable timezone string
* Default permissions will now be created when importing a module
* Fixed Account link type fields for Contacts and Opportunities created on the Quick Create page
* Fixed links in 'My Actions' widget
* Fixed bug in Google Calendar Sync which prevented calendar and action history from updating
after publishing events or actions
* Fixed bug in importer preventing equal valued fields from being set
* Tracked Bug Fixes:
* [1401](http://x2software.com/index.php/bugReports/1401): Undefined index: tags
* [1492](http://x2software.com/index.php/bugReports/1492): User Report
* New in _Platinum Edition_
* Advanced Security Tools
* Ban, whitelist, or blacklist IP addresses
* View a log of user logins and failed login attempts
* Lock out IPs or users after a certain number of failed login attempts
* New in _Professional Edition_
* Integrated Email Client
* Manage inbound and outbound emails through private and/or shared email inboxes
* Automatically or manually Log emails to the action histories of associated records
* View contact information via hovering tooltip
* Create contacts and actions on the fly from email address links
* Reports 2.0
* New summation and rows & columns reports
* Drill down into summation report groups
* Improved report filtering, sorting, and column selection
* Create reports on almost any record type
* Report on attributes of related records
* Charts 2.0
* Customizable charting dashboard
* Generate gauge, bar, line, pie, and time series charts built from data in saved reports
* X2Packager
* Export and package modules, custom fields, flows, themes, and more
* Import packages to instantly inherit a pre-built X2Engine environment
* Record merge tool
* Interactively mass merge contact or account records from the grid view or duplicate checker
* X2Graph
* Explore and edit record relationships through an interactive relationships graph
* Visualize relationships across all records simultaneously
* Dynamically add relationship graph nodes and edges
* New in _Open Source Edition_
* User Interface Revamp
* Vastly improved app themability
* Prepackaged dark and light themes
* Simplified theme color selection
* Themable login screen
* Login animation
* X2Touch 2.0
* Refreshed user interface
* Inline Editing
* Edit record fields from the record view page
* Module Deep Rename
* All references to the module are now fully replaced with your custom name, including in actionable events, dropdown menus, and relationships.
* Importer 3.0
* Automatic field detection
* Configurable import batch size
* Greatly reduced import time
* Improved campaign click tracking
* Automatically generate email redirect links
* Track email clicks with the campaign chart and campaign progress grids
* Record aliasing
* Add multiple email addresses, phone numbers, and social media handles to Contact records
* Click-to-call/chat Skype aliases
* Twitter integration
* New contact Twitter feed widget allows you to view the Twitter feed for any of the contact's Twitter aliases
* Calendar event copying
* Duplicate a Calendar event from the event tooltip
* Duplicate checker now detects both contact and account duplicates
* Convert leads to opportunities or contacts
* Tracked Bug Fixes:
* [1553](http://x2software.com/index.php/bugReports/1553): "Do Not Email Page" does not save
* [1554](http://x2software.com/index.php/bugReports/1554): explode() expects parameter 2 to be string, array given
* [1555](http://x2software.com/index.php/bugReports/1555): Invalid argument supplied for foreach()
Expand All @@ -73,16 +72,21 @@ New in 4.3 (see [CHANGELOG](CHANGELOG.md) for full history):
* [1572](http://x2software.com/index.php/bugReports/1572): Unable to resolve the request "actions/viewAll/showActions/incomplete".
* [1574](http://x2software.com/index.php/bugReports/1574): Trying to get property of non-object
* [1578](http://x2software.com/index.php/bugReports/1578): Undefined variable: users
* [1584](http://x2software.com/index.php/bugReports/1584): Undefined variable: newFields
* [1589](http://x2software.com/index.php/bugReports/1589): CDbCommand failed to execute the SQL statement: SQLSTATE[23000]: Integrity constraint violation: 1062 Duplicate entry '3' for key 'PRIMARY'
* [1596](http://x2software.com/index.php/bugReports/1596): Undefined variable: fmtNumber
* [1584](http://x2software.com/index.php/bugReports/1584): Undefined variable: newFields
* [1589](http://x2software.com/index.php/bugReports/1589): CDbCommand failed to execute the SQL statement: SQLSTATE[23000]: Integrity constraint violation: 1062 Duplicate entry '3' for key 'PRIMARY'
* [1596](http://x2software.com/index.php/bugReports/1596): Undefined variable: fmtNumber
* [1621](http://x2software.com/index.php/bugReports/1621): Non-static method Tags::normalizeTags() should not be called statically, assuming $this from incompatible context
* [1648](http://x2software.com/index.php/bugReports/1648): Invalid address:
* [1648](http://x2software.com/index.php/bugReports/1648): Invalid address:
* [1659](http://x2software.com/index.php/bugReports/1659): User Report
* [1660](http://x2software.com/index.php/bugReports/1660): Undefined index: first
* [1688](http://x2software.com/index.php/bugReports/1688): Undefined index: last
* [1697](http://x2software.com/index.php/bugReports/1697): htmlspecialchars(): Invalid multibyte sequence in argument
* [1706](http://x2software.com/index.php/bugReports/1706): Undefined variable: email
* [1808](http://x2software.com/index.php/bugReports/1808): Undefined index: fingerprint
* [1849](http://x2software.com/index.php/bugReports/1849): Undefined variable: l
* [1856](http://x2software.com/index.php/bugReports/1856): Trying to get property of non-object
* [1857](http://x2software.com/index.php/bugReports/1857): Undefined variable: imporMap
* [1876](http://x2software.com/index.php/bugReports/1876): ContactsNameBehavior and its behaviors do not have a method or closure named "setName".



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