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 anddocker 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
andcontacts
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 withUbersmithSDK\Usage\UsageResource
asResource
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
andclient.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