Version 5.0

We are pleased to introduce Ubersmith Version 5.0, bringing significant updates and enhancements to our platform. Below, you’ll find a detailed breakdown of all the changes and enhancements incorporated in this release. For detailed guidance on upgrading your system, please consult our upgrade guide.

Notes

• The PayPal payment gateway integration has been updated to use the latest API version. If you use the PayPal payment gateway, you will need to go to Settings -> Payment Processing Options and ensure the necessary configuration fields are complete for PayPal.
• As of this version of Ubersmith, PayPal billing agreements are now deprecated, but will still function as before.
• For Ubuntu & Debian installations, you will need to install Python 3 venv with the command apt install python3-venv
• As of this version docker-compose is no longer used by Docker and docker compose will need to be used instead.
• If you have a version of Ubersmith older than 4.6.x, you will need to upgrade to 4.6.4 first before upgrading to 5.0.0 to ensure that you have a compatible version of MySQL which can be upgraded to MySQL 8.
• If you’re using any external MySQL 5.7 clusters / servers, these will need to be upgraded to 8.0 to work with this version.
• The timestamp triggers from the CLIENT and contacts tables have been removed. These timestamp trigger weren’t in use in Ubersmith, but could potentially be used in your custom modules or plugins.
• In your plugin code, references to UbersmithSDK\Usage\Resource should be replaced with UbersmithSDK\Usage\UsageResource as Resource is now a PHP reserved keyword in PHP 8.x.

Enhancements

General

• Updated Ubersmith to support PHP 8.2 and MySQL 8.0
• Updated settings search so you can search using either page or browser functionality
• Added ability to export email client base recipients to CSV
• Updated PayPal integration to use up to date API
• Added custom fields masked password type
• Updated invalid token payment gateway errors to be handled as hard declines
• Added late fee filter to advanced search
• Added TOTP two factor authentication support for admin users
• Added one-time popup that displays release notes for a new Ubersmith release
• Added additional information to Paypal billing agreement timeout email
• Added setup step to automate the Mail and Solr hostname changes
• Updated Sage Pay payment gateway to move away from standalone tokens

Client Manager

• Added ability to customize credit notes PDF
• Updated invoice template customization so it also can apply to HTML invoices
• Added base links to client, sales, and device menus
• Updated add service popup upgrade group name labels to be more readable
• Updated service plan popup pricing matrix to be consistent with service plan config page
• Added overdue notice schedules
• Added ability to select contact when creating quote
• Added setting to stop late fees from incurring late fees
• Added the ability to deactivate a service plan upgrade option
• Added event log when late fees are issued
• Added send password reset code functionality to contacts
• Updated uploaded MSA PDFs so logo and other details can be toggled
• Updated invoices so when an invoice is marked as paid it will also remove that invoice’s pending payments

Support Manager

• Added HTML support to email signature and ticket replies
• Added @ mentions to ticket replies, who will be notified of the reply
• Removed deactivated admins from support manager
• Improved ticket list hover so it won’t show straight away and won’t block drop down menus
• Added warning when reassigning a ticket if another admin has already reassigned the ticket during the time the ticket was open
• Added time since creation ticket escalation rule
• Added new unread tickets time frame limit option
• Updated confirmation dialog text when deleting support department to be more clear on implications of deletion
• Added support staff time spent by department report
• Added ability to filter tickets on a per department basis
• Updated client interface ticket audit emails to use system support from address if set
• Added setting for preventing ticket escalation email actions from being emailed to audit accounts

Device Manager

• Added previous and next links to the rack view page to view other racks in row
• Added TLS/SSL certificate monitor device module

Order Manager

• Updated contract approval to be blocked when credit card is declined
• Added ability to watermark unapproved quotes

Reports

• Added billings report, combining payments received and refunds reports
• Added additional services invoiced information to sent invoices report
• Added additional columns to service plans report to provide more detailed breakdown of invoiced amounts
• Added exporting to CSV settings page, allowing configuration of how exported dates are formatted
• Removed deactivated admins from reports
• Added ability to download CSV under the sales pipleline and sales won/lost reports
• Added recently viewed reports section to reports navigation
• Added service plan services breakdown to service plans report
• Updated MRR report to not include suspended services
• Added hard declined credit cards section to expired/hard declined credit cards report
• Added clients services report
• Added support staff time spent by department report
• Added deactivated credits to the credits issued report
• Added the ability to define custom payment types

Client Portal

• Updated look & feel of client portal
• Added search functionality to client portal
• Added ability to download CSV under invoices, services, orders, and quotes lists

Plugins & API

• Added uber.admin_deactivate API method to deactivate admin users
• Added include_payments parameter to client.credit_get API method
• Added uber.plan_option_assign_bulk API method to allow bulk assignment of plan options
• Updated API documentation for client.service_update and client.service_add API methods to better show how to apply/update a tax rate
• Added additional date filters to client.invoice_list API method
• Added client.send_account_statement API method to allow sending of account statements
• Updated client.invoice_list API method to allow invoices in the request and to allow client_id as a list
• Added skip_notification parameter to client.invoice_generate API method
• Added new order plugin hooks
• QuickBooks Online Plugin: Added a new page to display more detailed export result
• QuickBooks Online Plugin: Added ability to manually retry failed exports by entity type
• QuickBooks Online Plugin: Added ability to specify times when export should be run
• QuickBooks Online Plugin: Added date/time range to auto populate button

Bugfixes

General

• Updated handling of incoming tickets so auto replies from Microsoft email systems won’t create tickets
• Removed out of date references to “Manager”
• Fixed list items fields not being validated properly under general settings page
• Fixed very long brand names breaking layout on pages with breadcrumbs
• Fixed issue where updating CCBill allowed for incomplete gateway settings
• Fixed saved search query throwing Request-URI Too Long error
• Fixed html2text extension causing errors on some emails
• Fixed event log not logging changes made to authorized contacts permission sets
• Fixed event triggers not respecting brand
• Fixed date picker styling bug under service details page

Client Manager

• Fixed email for account statement sometimes being sent twice
• Fixed issue under clients and contacts password popup where unchecking “Enable Login” could return “Missing confirm password” error
• Fixed issue when assigning upgrades via the service plan upgrades page so only the changed upgrades will be modified
• Fixed issue where price adjustments were breaking long service pricing
• Fixed pre-billed child services displaying under incorrect parent date range on invoice
• Fixed services and invoices lists not remembering “All” setting throughout session
• Fixed certain date formats causing a service to be set as cancelled when certain end dates are entered
• Fixed account statement limiting invoices displayed instead of displaying all invoices when generated
• Fixed issue where service timeline wasn’t taking group periods into account
• Fixed invoice PDF template currency filter failing when used with a symbol

Support Manager

• Fixed error when dissociating a ticket from a client
• Fixed ticket filters not applying to tickets created from client portal
• Fixed ticket preview not working under client portal

Device Manager

• Fixed bandwidth billing popup device details not displaying correctly after clicking to view a device
• Fixed issue where deleting a connection through the UI would still have it show in the service’s connection list
• Fixed setting a row as inactive makes it and its child racks disappear from UI indefinitely
• Fixed connection plugin hooks not firing correctly

Order Manager

• Fixed incorrect Dec/31/1969 default date and added date picker to add opportunity section
• Fixed issue where PDF contracts couldn’t be opened when incorrect attachment types are uploaded
• Fixed issue where order logs weren’t always being added
• Fixed issue where an order priority wouldn’t be saved correctly

Reports

• Fixed revenue by location report not displaying correctly when selecting an individual location after changing date range
• Improved service plans report graphs so layout is better when handling many services
• Fixed top customers report incorrectly leaving out wire transfers under payments received calculation

Client Portal

• Fixed UI issue under pay invoice popup
• Fixed UI issue under service list when expanding services to show child services

Plugins & API

• Fixed issue where calling API from API results returned an empty response
• Removed outdated referred_by mentions in API documentation
• Fixed client.invoice_list API method so that services_details is optional
• Fixed client.contact_add API method not allowing for population of custom contact fields