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Web Portal and Web API Release Notes

Release Date 8/5/2019
SERVER 1.1.1.4

FIXED: API: CustomerAddr requests now support special characters in Address_Code.

Release Date 7/3/2019
SERVER 1.1.1.2
FE 1.0.1.22

CHANGED: Configurator: The Configurator now allows dropdown blank selections on dropdowns.

FIXED: API: Sales Document: POSTs no longer fail if a kit item was added and the Tracking_Option field wasn't passed in when attempting to create a sales document using the WithLines end point.
FIXED: Configurator: The Configurator cache will now be cleared when the Configurator screen is closed without saving.
FIXED: Sales Document: Partially shipped sales documents no longer cause log outs.

Version 1.1.0.5
Release Date 3/15/19
Web Portal

UPDATED: Logo: Updated logo to latest SalesPad logo.

FIXED: Configurator: The Close Configurator button will now be visible if the configuration version is marked as historical. (Extended Module)
FIXED: Sales Document Notes: In some scenarios, notes would only save a portion of what was entered. This has been corrected.
FIXED: Sales Line Items: When adding the same item number twice in a row will, the UofM field will no longer be blank.

Version 1.1.0.4
Release Date 3/5/19
Web Portal

ADDED: Application: There is now a configurable setting in both API and Frontend to dictate automatic logout time. (Default: 15 minutes)
ADDED: Sales Document Search: Added 'Begin Date' and 'End Date' search parameters.

UPDATED: Configurator: Configured items will now be cached when in the configuration screen. This will reduce wait time when selecting options before adding the item to a sales line.

FIXED: Login: Reset Password On Next Login will now work properly for non-admin security groups.
FIXED: Sales Line Items: Changing quantity now respects the 'Reprice When Qty Changes' setting.
FIXED: Sales Line Items: Changing unit of measure now respects the 'Reprice When UofM Changes' setting.
FIXED: Sales Line Items: Decimal values will no longer be converted to integers when editing numerical quantity.
FIXED: Sales Line Items: Editing the unit price field will no longer revert back to the previous price.

Version 1.1.0.3
Release Date 1/28/19
Web Portal

UPDATED: Security: Sales Document: The Address Code securities have been renamed to Bill To Address Code and Ship To Address Code. An Edit property has also been added as a selectable option.

FIXED: Customer Card: API Requests for Customer Address are now properly filtered by both Customer Number and Address Code to avoid timeout issues due to retrieving too many addresses.
FIXED: New Customer: When creating a new customer, the Primary Ship/Bill To Address Code will now be set instead of the Primary Statement Address Code.
FIXED: Sales Document: Changing the Ship To or Bill To Address would sometimes not update these fields. This has been corrected.
FIXED: Sales Document: Changing the Shipping Address Code will now update the sales document's Email field.
FIXED: Sales Document: External users will no longer be able to mistakenly update sales document addresses on Sales Document Types that are restricted to them. This was caused by the user making changes to the customer's Contact Address and then opening a sales document using that address.
FIXED: Sales Document: Sales document comments/notes will no longer be cleared out when updating user fields or vise versa.
FIXED: Sales Document: The Bill To Address field will no longer display information if the user does not have security access to the Bill To Address Code field.
FIXED: Sales Document: The Bill To and Ship To address code fields will now properly respect their security settings.

Version 1.0.1.5
Release Date 7/16/2018
Web Portal

ADDED: Customer Address: Security: Addresses.
ADDED: Customer Address: Security: Address Type.
ADDED: Customer Address: Security: Phones.

FIXED: Customer Address: Customer Address grid should show results after modifying security.

Version 1.0.1.4
Release Date 7/10/2018
Web Portal

FIXED: General: Item lookup once again searches.
FIXED: Customers: The primary address website link will work regardless of whether the link explicitly specifies a protocol (i.e. http or https).
FIXED: Sales Document Transfer: Post transfer scripting will now compile and execute as expected.
FIXED: The subtotal column of a Sales Document Search grid is now formatted correctly as currency.

Version 1.0.1.3
Release Date 4/24/2018
Web API

ADDED: GL Transactions: Endpoints for loading and creating GL Transactions.
ADDED: GL Distributions: Endpoints for loading and creating GL Distributions.
ADDED: Authentication: Bearer token authentication is now supported.

Version 1.0.1.1
Release Date 3/21/2018
Web API

ADDED: AR Transactions: Endpoints for loading and creating AR Transactions have been added.
ADDED: AR Transactions: Endpoints for loading Historical and Open AR Transactions have been added.

UPDATED: Sales Document Entry: Created sales documents on the rest API will now have warehouse set based on the warehouse code of the given customer address if not populated.

FIXED: Reports: Having certain custom reports will not cause reports to fail to load.

Version 1.0.0.6
Release Date 11/21/2017
Web Portal

ADDED: External Users: An Order Stepper for quotes, which allows for a more user-friendly and guided order creation and payment process, was added.
ADDED: Customer: Pay Now Tab: The ability to create cash receipts for customers using the Pay Now tab was added.
ADDED: Customer: Pay Now Tab: The ability to apply cash receipts to posted invoices was added.
ADDED: Customer: Wallet Tab: This tab, which allows the management of PayFabric wallets, was added.
ADDED: Sales Document: PayFabric Tab: This tab, which shows existing PayFabric transactions and allows the creation of new transactions, was added.
ADDED: Admin: Groups Tab: Other Tab: Customer: PayNow and Wallet permissions were added.
ADDED: Admin: Groups Tab: Other Tab: Sales Document: A PayFabric permission was added.
ADDED: Admin: Groups Tab: Fields Tab: PayFabric Transaction permissions were added.

Web API

ADDED: api/Batch endpoints were added.
ADDED: api/CashApplication endpoints were added.
ADDED: api/CashReceipt endpoints were added.
ADDED: api/CashReceiptCreditCardPayment endpoints were added.
ADDED: The api/PayFabricTransaction endpoints were extended.
ADDED: A POST api/PayLinkPaymentComplete endpoint was added.

Version 1.0.0.5
Release Date 9/11/2017
Web Portal

FIXED: SalesDocument Card: Sales document changes are saved correctly after the first change.
FIXED: Active Users Panel: License statistics are refreshed after toggling the external user Active/Inactive status.

Web API

UPDATED: Sales Document Workflow: Forwarding a document through workflow will now run the Smart Printing and Run Script workflow plugins where applicable. 

Version 1.0.0.4
Release Date 8/4/2017
Web Portal

ADDED: The page title updates to the description of the current page.

FIXED: SalesDocument Card: Sales Line Items Grid: Edit Columns: Fields for SalesLineItemHistory no longer show for open SalesLineItems, and vice versa.
FIXED: Customer Search: Advanced Search: Advanced search fields now use a "Starts With" search filter, instead of "Like".
FIXED: Admin: Groups Tab: Fields Tab: Customer Permissions: Sales Person ID and Sales Territory permissions are now linked between Customer and CustomerAddr.

Web API

UPDATED: SalesPad Active Support: Error Messages: SalesPad error messages now provide more detail on certain errors, and additional information to assist in resolution if available. For example, error "SP001" will now resolve to "There is no Backorder Document ID set up for this document ID."

FIXED: A Desktop update which fixes the "Unable to cast object of type 'Apollo.Data.BusinessObjectCollection' to type 'SalesPad.Bus.SalesPromotions'." error when saving Customer or CustomerAddr was incorporated. This was thought to have been fixed in 1.0.0.2, and the secondary issue is now fixed.

Version 1.0.0.3
Release Date 6/30/2017
Web Portal

ADDED: Admin page: Upon making changes, an alert will be displayed with a reminder that logging out is required for new permissions to take effect.

Web API

ADDED: api/PayFabricTransaction - GET/POST/PUT/DELETE endpoints were added for PayFabricTransaction objects.

Version 1.0.0.2
Release Date 6/16/2017
Web Portal

UPDATED: Currency and number formatting were updated in Inventory Search, Item Master, Sales Line Items, and Sales Line Item Search grids.
UPDATED: Plugins.txt was updated with proper format for plugins in config.js.

FIXED: Admin: Groups Tab: The group name creation check is no longer case sensitive.
FIXED: Admin: Users Tab: After deleting a user, the user information is removed from the screen.
FIXED: Grid Column Selection: Column selections are reset when changes are cancelled.

Web API

UPDATED: Business Object Models: These were updated to match the current Desktop version (~v4.6.0.4).

FIXED: Sales Document: The Master Number is whitelisted for Document Copy.
FIXED: A Desktop update which fixes the "Unable to cast object of type 'Apollo.Data.BusinessObjectCollection' to type 'SalesPad.Bus.SalesPromotions'." error was incorporated. (Update: There is a secondary issue still causing this error, fixed in 1.0.0.4.)

REMOVED: Database Update - SQL Credentials requirement removed from Database Update page. Current API connection credentials (from web.config) are used instead.

Version 1.0.0.1
Release Date 5/10/2017
Web Portal

ADDED: Admin: Users: A toggle was added for marking external users as inactive oractive (does not count against licenses).
ADDED: Customer Card: Customer AR Details (a new permission added in Admin: Groups) were added to the Customer card.

UPDATED: Admin: Groups: The system does not allow deletion of yourself or the "sa" user.
UPDATED: Login Screen: Error message improved when API is not accessible.

FIXED: Customer Search: Permissions around the New Customer button for internal users were fixed.
FIXED: Customer Card: Preceding spaces in Customer Numbers are no longer trimmed.
FIXED: Customer Card: Item History: The SalesLineItemSearch formatting was updated.

Web API

BREAKING CHANGE: The Web API requires a minimum SalesPad Desktop version of 4.5.1.29, due to Sales Promotions added in SalesPad Desktop.

UPDATED: GET api/Session?isPermanentSession={True/False} - An optional URL parameter for permanent API sessions was added. If set to True, this session will NOT expire after 15 minutes of inactivity.
UPDATED: DevExpress was upgraded to v16.2.5 (this matches Desktop v4.5.1.29+).

Version 1.0.0.0
Release Date 1/20/2017

This is the official 1.0 release.

Version 0.6.10.25
Release Date 1/13/2017
Web Portal

FIXED: Sales Document Notes: Notes and comments now obey permissions setup and save correctly for external users.

Web API

UPDATED: The SalesDocument(&History) Notes and Comments properties were removed from External Blacklist.

Version 0.6.10.24
Release Date 12/30/2016
Web Portal

UPDATED: The Web Portal background image and favicon were updated to use the new SalesPad Logo.

Version 0.6.10.23
Release Date 12/09/2016
Web Portal

UPDATED: Currency formatting was updated to avoid excessive sales document saves.

FIXED: The query string for SalesLineItem requests was updated to include Doc_Type, so that duplicate sales document numbers across different document types do not result in lines from other documents being shown.
FIXED: The bindings for the Sales Document Billing and Shipping Address Code dropdowns were fixed.

Web API

UPDATED: Bulk API Permission Endpoints: Upon receiving an error, the system will continue to loop through and attempt the rest of the updates, rather than breaking in the middle.

Version 0.6.10.22
Release Date 12/02/2016 (WEB API RElease Date 11/28/2016)
Web Portal

This build was triggered for Custom changes. There are no changes.

Web API

FIXED: Desktop Framework Controller credentials are now thread safe for API, and they no longer cause cross-thread incorrect document locking.

Version 0.6.10.21
Release Date 11/18/2016
Web Portal

UPDATED: SalesDocument Card: The Copy button now copies current document to a new document. It always uses the Quote type. The same customer is used, Doc ID is determined by loading the quote with the same Master Number and using the Doc ID. If no original quote is found, an error is displayed.

Version 0.6.10.20
Release Date 11/14/2016 (Web API Release Date 11/11/2016)
Web Portal

UPDATED: Admin: Users: UserCustomer and ShipTo dropdowns use new API endpoints so that they are not limited to current external user's customer. (Requires API v.0.6.10.20+)

FIXED: Currency formatting on historical SalesLineItem grids was fixed.

Web API

ADDED: GET Customer and Customer Address Admin endpoints for use in Admin - The Users page where Customer and Address dropdown is not limited to the current external user's customer. (Not shown in API Help pages.)

FIXED: The "Object reference not set to an instance of an object" is resolved after an API database update is performed.

Version 0.6.10.19
Release Date 11/07/2016
Web Portal

ADDED: Tooltips were added to the Add Line Item and Delete Line Item buttons.

Web API

UPDATED: GET api/Download - Set ContentType with MimeMapping and changed ContentDisposition to "inline" in order to have the browser attempt to display files instead of automatically downloading them.
UPDATED: APIRecentItems table max lengths were increased to avoid an error that occurred when the title was too long when creating a Recent Item. This requires the following manual SQL to run before performing API database update:
     DROP TABLE spweb.APIRecentItem
     DELETE FROM spweb.VersionInfo

Version 0.6.10.18
Release Date 10/31/2016 (Web API Release Date 10/28/2016)
Web Portal

This build was triggered to stay in sync with the API build version. There are no changes.

Web API

UPDATED: POST api/ConfiguredItem/Validate - The body of the request to accept document and customer properties was changed so that the document does not need to exist in order to validate and retrieve item price (with group pricing, if relevant).

Version 0.6.10.17
Release Date 10/24/2016
Web Portal

UPDATED: Configurator: UofMs are restricted to those returned in the Configurator Object returned by the API (Requires Desktop v4.5.1.7+, API v0.6.10.17+).
UPDATED: Unformat currency fields logic were improved in the modal saver. Previously, the were causing "Input string not in correct format" errors.

FIXED: Sales Document Card: Comments and Notes now display properly upon document load.
FIXED: Sales Document Card: The Delete Line Item button now enables properly when lines are selected.
FIXED: Sales Document Card: Printing: Print Control now prints the selected report instead of the first on the list.

Web API

UPDATED: PUT api/ConfiguredItem/Configuration - This passes document Price Level and Currency to Configurator Pricing (Requires Desktop v4.5.1.7+). With the 'Limit UofM Dropdown To Pricing Only' setting (found in Desktop Settings) set to True, it will only return UofMs that have Price Levels set up for Document Price Level and Currency.
UPDATED: POST api/SalesDocument/{Sales_Doc_Type}/{Sales_Doc_Num}/Copy/{New_Sales_Doc_Type?}/{New_Sales_Doc_ID?}/{New_Customer_Num?} - This now queries first for Doc Source before loading the document to copy, and allows copying of historical documents.
UPDATED: GET api/Session - When set to True, this queries and returns APIVisualPermissions for the user's SystemGroup.

FIXED: Querying Framework (AFW) is now case insensitive. Property names cased differently in the database versus the application are no longer disconnected.

Version 0.6.10.16
Release Date 10/17/2016
Web Portal

ADDED: A notification modal for displaying notifications returned by the API was added.

UPDATED: The CSS for Save Snackbar was improved and moved to bottom center to avoid overlaying controls and images.

FIXED: Configurator: Subconfigurations now populate properly again.
FIXED: The issue where some checkboxes were saving the opposite of what was checked has been fixed (this was occuring mostly in permissions pages).

Web API

UPDATED: PUT and POST api/SalesLineItem endpoints - SalesDocument SaveMessage is now being passed out in the Notifications array.

FIXED: POST api/SystemGroup/Permission - Group Permissions now being set correctly.

Version 0.6.10.15
Release Date 10/07/2016
Web Portal

ADDED: Config.js: A Custom_Logo property was added for adding a company logo to Web Portal.

UPDATED: The Quick Pick / Item Catalog Go Back icon was changed.

Version 0.6.10.14
Release Date 10/03/2016
Web Portal

ADDED: Admin: Groups: Fields: Customer Address: Create Checkbox: Permissions around the New Customer Address button were added.
ADDED: Admin: Groups: Fields: A/R Note: Create Checkbox: Permissions around the New Customer A/R Note button were added.
ADDED: Admin: Groups: Other: A/R Notes Grid: Permissions around viewing the Customer A/R Note grid were added.

REMOVED: The Configurator placeholder image was removed from the Configurator image carousel.

Version 0.6.10.13
Release Date 9/23/2016
Web Portal

FIXED: QuickPick / ItemCatalog Layout: Overflow is now handled properly in IE.

Web API

UPDATED: PUT api/Stepper/{Sales_Doc_Type}/{Sales_Doc_Num}/{Property_Name}/{Next_Step}/{Run_Script} - The script location changed in Desktop. It is now found under Settings > SalesPad Web API > Stepper Script.

FIXED: SalesLineItemHistory and SalesLineItemSearch endpoints now include UDFs. 

Version 0.6.10.12
Release Date 9/19/2016
Web Portal

FIXED: Currency fields in inputs and in grids are now properly formatted.
FIXED: Discount and Discount Percent now obey admin permission controls.

REMOVED: The UPS Address validation button is no longer on the CustomerAddr card.

Version 0.6.10.11
Release Date 8/31/2016 (WEb API Release Date 9/7/2016)
Web Portal

ADDED: A Promise Tracker for save notifications was added.
ADDED: QuickPick / ItemCatalog: Quantities and Spinner buttons were added.

FIXED: Default UofM: Case sensitivity issues from v0.6.10.10 were fixed.

Web API

ADDED: PUT api/Stepper/{Sales_Doc_Type}/{Sales_Doc_Num}/{Property_Name}/{Next_Step}/{Run_Script} - This allows a Sales Document Step property to change to a new step number. If True, Run_Script will run the C# script set up in SalesPad Desktop WebAPI Module > Stepper Script.
NOTE: This version is compatible with the breaking stored procedure changes made in Desktop 4.5.1.0. 

Version 0.6.10.10
Release Date 8/10/2016 (Web API RElease Date 8/19/2016)
Web Portal

UPDATED: Selling UofM is defaulted in the Item chooser when an item is selected.

Web API

ADDED: New AppSettings Key: HelpPagesAvailableExternally - If False, this key restricts API Help Pages to local requests only and shows 403 for external requests. (Defaults to True.)
ADDED: GET api/SalesDocumentSearch_Light, GET api/SalesDocumentSearch_Light/{Sales_Doc_Type}/{Sales_Doc_Num} endpoints - The SalesDocumentSearch_Light is a view based mainly on SOP10100 and SOP30200, and does not join in UDFs / other tables. This results in better performance, but less data.

FIXED: Create SystemUser properly sets Created_On and Created_By.
FIXED: The following properties now save correctly in POST requests: SalesLineItem.Markdown_Pct, Customer.Send_Email_Statements, and ItemMaster.Inactive.

UPDATED: The POST api/SalesDocument/{Sales_Doc_Type}/{Sales_Doc_Num}/Copy endpoint was changed to to POST api/SalesDocument/{Sales_Doc_Type}/{Sales_Doc_Num}/Copy/{New_Sales_Doc_Type?}/{New_Sales_Doc_ID?}/{New_Customer_Num?}. This added optional parameters of new DocType, DocID, and Customer for copying documents.
UPDATED: All SalesPad Nuget Packages were updated to v1.0.94.
UPDATED: "Source" was removed from the Composite Key in SalesDocumentSearch endpoints.

Version 0.6.10.9
Release Date 6/24/2016 (WEB API RELEASE DATE 6/2/2016)
Web Portal

FIXED: The QuickPick / Item_Catalog reloads properly when tabbing off and back on to the Line Items tab.

Web API

UPDATED: The error logging to graylog was updated to match the new SalesPad graylog server.

FIXED: The installer DevExpress library needed for printing was missing; it is now included.
FIXED: The Configurator extended module now runs Validation scripts.
FIXED: UDFs will now work with POST requests.

Version 0.6.10.8
Release Date 5/20/2016 (WEB API RELEASE DATE 5/10/2016)
Web Portal

FIXED: DisableLineItemForm in config.js no longer additionally disables line item plugins (to disable line item plugins, remove them from the plugins array in config.js).

Web API

ADDED: PUT api/SalesLineItem/{Sales_Doc_Type}/{Sales_Doc_Num}/CreateOrUpdate endpoint - This endpoint creates or updates multiple SalesLineItems in one request. SalesLineItem Primary Keys must be included in order to look up and update an existing line (Sales_Doc_Num & Sales_Doc_Type from URL, as well as Line_Num, Component_Seq_Num). If creating a new line, Item_Number and Quantity are sufficient. 

UPDATED: DevExpress was upgraded to v15.2.9 (this matches Desktop v4.5.0.0+).

FIXED: Database Update: Entering an incorrect SalesPad password no longer throws the incorrect error.
FIXED: SalesDocument.MESSAGE was whitelisted in order to make sure we always can display document labels for all users (e.g. "SalesPad does not support the FULFILLMENT ORDER/INVOICE document type.")

Version 0.6.10.7
Release Date 4/11/2016 (Web API RElease Date 3/22/2016)
Web Portal

ADDED: Popup confirmation when selecting the Checkout button was added.
ADDED: Config.js now has a property for making specified document types ReadOnly for external users.

UPDATED: Design for the Quick Pick / Item Catalog, including a Back button and a hover effect on Add Item, was updated.
UPDATED: The Home button is now linked to the Customer card for external users.

FIXED: The Configurator blocks input from outside of the modal.
FIXED: Sales Document Notes and Customer Item History tabs are now available to external users.

Web API

ADDED: POST api/SalesDocument/WithLines endpoint - This endpoint creates a sales document and sales line items in one http request. LineItems is an array property for sales line items. See the API Help Page for more details.

UPDATED: DevExpress was upgraded to v15.2.4 (this matches Desktop v4.4.1.20+).

FIXED: Recycling the Application Pool (clearing cache) no longer requires users to re-login.

Version 0.6.10.6
Release Date 1/11/2016
Web Portal

ADDED: Web Portal printing was added.

UPDATED: Inventory search was updated to use the new API endpoint for sppGetInventorySearch.
UPDATED: A description was added to the Configurator Options dropdown.
UPDATED: A error message that occurs when missing a plugin was clarified.

FIXED: Required UDFs now have colored indicators, and, when blank, they properly disable the Checkout button.
FIXED: Historical SalesLineItems are now displayed.
FIXED: Sales Document Master Number incrementing was fixed.
FIXED: The Primary Address box on the Customer card is hidden if the user doesn't have permissions to view addresses.
FIXED: The Web Portal Configurator picture display issue was fixed (IE10 specific).

Web API

ADDED: Printing permissions and security were added.

FIXED: Item/Inventory searches now use sppGetInventorySearch (or spcpGetInventorySearch, if available).
FIXED: Exceptions for insufficient SQL permissions are now visible.

Version 0.6.10.5
Release Date 11/12/2015
Web API

ADDED: POST api/APIRequiredFields/Bulk endpoint - This endpoint is a bulk option for APIRequiredFields.
ADDED: PUT api/GetInventorySearch endpoint - This endpoint is for the sppGetInventorySearch stored procedure.

FIXED: SalesPad Desktop: New UDFs created in SalesPad Desktop v4.4.1.10+ will not cause errors in Web API. However, an App Pool recycle is still required for new UDFs to show in Web Portal.
FIXED: The UTC timestamp was fixed for APIRecentItems ordering.
FIXED: SalesLineItem PriceLevel was being reset to SalesDocument PriceLevel. This has been resolved.
FIXED: Password encryption was fixed.

Version 0.6.10.4
Release Date 10/21/2015
Web API

BREAKING CHANGE: Multiple database connections were removed, and the Context-ID header is no longer accepted.

ADDED: POST api/SystemGroup/{Security_Group}/Copy - This will copy SystemGroup and related Permissions to new group.

UPDATED: Configurator: UofM, SalesDoc info, and Qty were added to requests, in order to handle pricing properly.

FIXED: Handle OptimisticConcurrencyException errors with APILockTracking
FIXED: Settings are now loaded before loading anything else. This was causing intermittent errors in BusinessRules and Scripts.
FIXED: "Object reference not set to an instance of an object" errors are avoided.
FIXED: Configurator: The Configurator will load the latest configuration if more than one is marked as Active.

Version 0.6.10.3
Release Date 8/24/2015
Web API

ADDED: Localization for SalesPad Web API was added.
ADDED: GET api/SalesDocument/HasLock/{Sales_Doc_Type}/{Sales_Doc_Num} - This is a new endpoint for checking if a document lock is owned by the requester.
ADDED: GET api/Download?entity=xxxx&udf=yyyy - This is a new endpoint for downloading UDF file attachments.
ADDED: The GroupPricing endpoints api\CustomerGroupPricing, api\GroupPricing, api\GroupPricingCustomerDetail, and api\GroupPricingItemDetail were added.
ADDED: Session-ID is permitted to be passed as a URL Parameter, instead of as a Header.

UPDATED: Performance improvements were added for the Configurator.

FIXED: Changing a password no longer occasionally locks the user out.
FIXED: POST api/Customer, POST api/Customer/CustomerAndAddress - Creating new customer using an existing Customer_Num now throws an error instead of silently updating the existing customer.
FIXED: Handling was improved for a Desktop change regarding caching econnect stored procedures.

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