Monthly Releases of OpenPetra

Release 2023.02: February 27th, 2023

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: Donations: Sponsorships: Membership: System:

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

Release 2022.07: July 29th, 2022

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: Donation Module: Accounting Module: General UI issues:

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

Release 2021.10: October 26th, 2021

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: Accounting Module: Donation Module: Sponsored children: Hosting OpenPetra:

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

Release 2021.04: April 30th, 2021

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: Accounting and Donation module: Sponsored children:

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

Release 2021.02: March 6th, 2021

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: Accounting module: Donation module: Sponsored children: General improvements: Technical improvements:

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

Release 2020.12: January 2nd, 2021

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: Other features and fixes: Technical improvements:

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

Release 2020.10: November 4th, 2020

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:

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

Release 2020.09: October 10th, 2020

There are only small changes in this release.

So here is the list of changes for this release:

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

Release 2020.06: July 16th, 2020

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:

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

Release 2020.04: May 8th, 2020

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:

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

Release 2020.03: March 30th, 2020

We skipped a couple of releases in the past months. New functionality for sponsorship was developed, but it is not part of this release yet.

An important change in this release is how static variables are shared between sessions. That was buggy but has been fixed in this release.

So here is the list of changes for this release:

For more details about the issues solved in this release, visit the Milestone at Github for release 2020.03!

Release 2019.12: January 6th, 2020

We skipped a release in December, because quite a lot of refactoring and restructuring has been going on...

We have now a script at getopenpetra.com that helps with setting up a development or testing environment on CentOS 7, Fedora 31, Debian Buster and Ubuntu (Eoan and Bionic). This script is also used for setting up the demo server, and to run all the nightly tests.

Another visible change has been the refactoring of the navigation in the javascript client. It should now be easier to find your way around OpenPetra, and see which actions are available to the user.

So here is the list of changes for this release:

For more details about the issues solved in this release, visit the Milestone at Github for release 2019.12!

Release 2019.10: November 22nd, 2019

This release was scheduled for the end of October, but better late than never...!

The main new feature in this release is the new optional self service for partners: If you enable this option in the System Settings as user SYSADMIN, then your members or supporters can sign up themselves in OpenPetra, and can enter their contact details themselves! They cannot see any other data, but their own. This could be extended, so if you have interest in this function, please let me know!

So here is the list of changes for this release:

For more details about the issues solved in this release, visit the Milestone at Github for release 2019.10!

Release 2019.09: October 3rd, 2019

This release is mainly about multi-tenancy.
This allows me to host OpenPetra without much cost, because I can serve multiple customers with one Mono service, needing less RAM and CPU. As a result, the free testing period at OpenPetra.com is now indefinite! This makes it easier for people outside the SEPA area, to still use OpenPetra, even if we cannot accept payments at this time. Still I would very much like paying customers (from 5 Euro a month), which allows us to grow the service!

Changes in this release:

For more details about the issues solved in this release, visit the Milestone at Github for release 2019.09!

Release 2019.07: August 10th, 2019

This release was scheduled for the end of July, but it has taken more time to get the release ready.
Not much functionality was changed, but again a lot in the technical area has been tidied up and improved.

functional changes:

technical changes:

For more details about the issues solved in this release, visit the Milestone at Github for release 2019.07!

Release 2019.06: June 29th, 2019

These are the major changes that are part of the release in June 2019:
For more details, see the issues closed in this release: Issues closed in Milestone 2019.06

Release 2019.05: May 27th, 2019

These are the major changes that are part of the release in May 2019:
For more details, see the issues closed in this release: Issues closed in Milestone 2019.05

Release 2019.02: February 5th, 2019

These are the major changes that happened in January 2019:

Release Notes OpenPetra.org (Beta)

Beta 2017.02.4: 16 March 2017

Please see the previous release notes below as well!

Fixes and enhancements in this release:

Beta 2017.02: 06 March 2017

Please see the previous release notes below as well!

Fixes and enhancements in this release:

Beta 2016.12: 27 February 2017

Please see the previous release notes below as well!

Enhancements in this release:

Beta 2016.10: 3 November 2016

Please see the previous release notes below as well!

Enhancements in this release:

Beta 2016.07: 3 October 2016

Please see the previous release notes below as well!

Enhancements in this release:

Beta 2015.09.4: 23 December 2015

Please see the previous release notes below as well!

About this release:

Beta 2015.09: 23 September 2015

Please see the previous release notes below as well!

Enhancements in this release:

Release Notes OpenPetra.org (Alpha)

Alpha 2014.12: 05 December 2014

Please see the previous release notes below as well!

Enhancements in this release:

Finance module Partner module Client/Server communication Plugins Standalone Web-browser based client Hosted demo available Updated demo databases

0.3.0: 22 July 2014

Please see the previous release notes below as well!
For a detailed list of all bugs solved for this release, see Bugs closed in 0.3.0

OpenPetra has received more testing than ever. Many problems that were identified by the testers got addressed and have been solved. As a result the application is more stable overall and we increased OpenPetras’ version number to 0.3.0 to indicate that. Still, any use of the application at this stage must be seen as ‘experimental’.

Major improvements in this version

Filter/Find Implementation Keyboard Shortcuts Gift Destination Partner/Personnel Finance

0.2.28: 18 December 2013

Please see the previous release notes below as well!
For a detailed list of all bugs solved for this release, see Bugs closed in 0.2.28

OpenPetra has received more testing than ever and as a result many bugs have been found. Hence we put the focus for this release on quality and stability; many bugs were fixed!
Usability has been a focus, too, as was improved consistency of screen designs and screen behaviours.

General improvements for all OpenPetra Modules:

Partner: Personnel: Finance: Conference:

0.2.26: 23 September 2013

Please see the previous release notes below as well!
For a detailed list of all bugs solved for this release, see Bugs closed in 0.2.26

General improvements for all OpenPetra Modules: Partner: Personnel: Finance: Conference:

0.2.24: 19 March 2013

Please see the previous release notes below as well!
For a detailed list of all bugs solved for this release, see Bugs closed in 0.2.24

General improvements for all OpenPetra Modules: Partner: Personnel: Finance:

0.2.22-1: 30 October 2012

Please see the previous release notes below as well!
For a detailed list of all bugs solved for this release, see Bugs closed in 0.2.22-1

This release is a minor release that contains one main feature: improved Main Menu (better Module Navigation on the left, new 'Breadcrumb Trail' on the right above the Tasks, other layout improvements).

Personnel:

0.2.22: 15 October 2012

Please see the previous release notes below as well!
For a detailed list of all bugs solved for this release, see Bugs closed in 0.2.22

General improvements for all screens: Partner: Personnel: Finance:

0.2.20: 25 May 2012

Please see the previous release notes below as well!
For a detailed list of all bugs solved for this release, see Bugs closed in 0.2.20

General improvements for all screens: Personnel: Finance: System Manager:

0.2.18: 14 March 2012

Please see the previous release notes below as well!
For a detailed list of all bugs solved for this release, see Bugs closed in 0.2.18

Partner Edit: Personnel: Finance:

0.2.16: 22 December 2011

Please see the previous release notes below as well!
For a detailed list of all bugs solved for this release, see Bugs closed in 0.2.16

0.2.14: 10 November 2011

Please see the previous release notes below as well!
For a detailed list of all bugs solved for this release, see Bugs closed in 0.2.14

0.2.12: 19 September 2011

Please see the previous release notes below as well!
For a detailed list of all bugs solved for this release, see Bugs closed in 0.2.12

0.2.10: 28 May 2011

Please see the previous release notes below as well!
For a detailed list of all bugs solved for this release, see Bugs closed in 0.2.10

0.2.8: 18 February 2011

Please see the previous release notes below as well!
For a detailed list of all bugs solved for this release, see Bugs closed in 0.2.8

0.2.6: 09 December 2010

Please see the previous release notes below as well!

0.2.4: 28 September 2010

Please see the previous release notes below as well!

0.2: 9 September 2010

Please see the previous release notes below as well!

0.1: 19 June 2010

Please see the previous release notes below as well!

0.0.15.0: 02 June 2010

Please see the previous release notes below as well!

0.0.14.0: 03 April 2010

Please see the previous release notes below as well!

Improved handling of Gift batches and transactions, now supporting split gifts (donor gives a donation that are split into several recipients/projects)
Initial support for importing finance transaction from a bank statement of type MT940
The reports did not work in the previous releases, and now work again
The amounts and dates are displayed with nicer formatting in the data grids
Improvements to data loading for Postgresql (sequences did not work in previous release)

0.0.13.0: 08 March 2010

Please see the previous release notes below as well!

Several bug fixes for import and export of data, was missing the sequences etc.
Editing gifts should now work. Previously the donor was not stored.
Fixes for Client installer.
Optional: login screen can now remember the user name.

0.0.12.0: 15 February 2010

Please see the previous release notes below as well!

OpenPetra now supports Mysql as well as Postgresql and Sqlite.
The Remote Client installer and the patchtool now work with Windows Vista (and probably Windows 7 as well).
Export the database to text file, and import it into another OpenPetra installation. This allows easy migration between Standalone and Hosted installations, or between different database types.
Matching of gifts now works.
Printing of gifts receipts (form letters) has been implemented.

0.0.11.0: 11 January 2010

Please see the previous release notes below as well!

This version now supports importing partners from a Yml file.
The patchtool works now, this allows easy upgrades on the client side.
The server version now uses encryption to secure the communication between client and server.
It is possible to use a plugin dll for authentication against other services (eg. LDAP, phpBB database, etc).

0.0.10.0: 13 November 2009

Please see the previous release notes below as well!

Import of account hierarchy works now. New accounts will be created automatically. This helps with customizing OpenPetra to the specific needs of an organisation.
Import of foreign currency exchange rates works now. This helps with displaying reports in international currency for auditors from other countries.
Income/Expense Sheet, Balance Sheet, and Account Detail reports now work and have been tested. Of course they still need improvements, especially for allowing the user which columns to print, reporting by quarter, etc.
GL transactions can be imported from Excel sheets (CSV files), with each column representing an account, and values in those columns are assigned to the correct accounts. A data definition file describes the date and currency format, and the account names for each column. This functionality can be adjusted for other situations; in the current case we can use it to import historic data from another office.

0.0.9.0: 12 October 2009

Please see the previous release notes below as well!

AP payments can now be created for posted AP documents, and the payments are posted to GL. Partial payments are not supported yet, neither are payments in different currencies.
The account hierarchy can now be displayed in a treeview, and new accounts can be added. It does not work yet to move accounts around in the hierarchy, neither can you delete accounts yet.
You can export the account hierarchy to CSV, YML, or XML. This will help with editing the account hierarchy in an editor you prefer. The import of these files does not work yet.

0.0.8.0: 21 September 2009

Please see the previous release notes below as well!

Posting of AP documents works now.
The new navigation system is basically working, though it should be extended soon to allow the user to customize it, and context sensitive search boxes will be added as well.
A new Demo folder has been added to the new navigation system to show the functionality that has already been implemented.
The classic navigation systems with the deep and complicated menu structure is still available, via a toolbar button.

0.0.7.0: 05 September 2009

Please see the previous release notes below as well!

Some bugs from the previous release with Partner Edit and Partner Find have been fixed.
Those screens should now work better with Linux and Mac.
Posting of GL batches works now!
There is the report for Account details, which should show the transactions and balances affected.

0.0.6.0: 19 August 2009

Please see the previous release notes below as well!

The General Ledger Batch/Journal/Transaction screen is now looking much better, and you can actually store batches, journals and transactions. You can select Account codes and Cost centre codes for transactions.

A few improvements have been added to the Accounts Payable screens, hopefully there are less exceptions than before.

0.0.5.0: 25 July 2009

Please see the previous release notes below as well!

It is now possible in Accounts Payable to create invoices and add invoice details, and store them. You can search for the supplier, and open the invoices and credit notes of that supplier.
There is a first preview of the General Ledger Batch/Journal/Transaction screen, without any functionality yet.
There is a first preview of simple maintenance screens, examples are Currency Setup and Exchange Rate Setup screens. They don't have functionality yet.

The point of these preview screens is to show how easy it is using scaffolding to generate new screens. The screens in the Accounts Payable module already have most of their functionality automatically generated, just a few special cases need to be programmed manually.

0.0.4.0: 13 July 2009

Please see the previous release notes below as well!

The main new feature is the Accounts Payable supplier edit screen where you can edit new suppliers. For testing, first create a partner of type Organisation in the Partner module, and then go into the finance module, select Accounts Payable, and click on new supplier. It works to save the supplier, and to search for the supplier by either partner name or partner key. The search box remembers the last 30 searches and autocompletes.
Previews of the invoice edit screen and the supplier transaction screen have also been added, but they don't have functionality yet.

Some smaller bugs have been fixed, eg. when closing the partner edit screen with changed data and then saving when asked. Also the Partner Find now works with the enter key.

This release now supports PostgreSQL server again, the support was broken in 0.0.3.

This release comes not only with a standalone installer, but also with a server installer for Linux. That server installer only works with Postgresql at the moment. Please see the file INSTALL in the linux server tar.gz archive. There is now also a remote client installer for Windows for OpenPetra installations that connect to a Linux server.

0.0.3.0: 20 June 2009

Please see the previous release notes below as well!

The new thing is that you can create a translation, and the Petra Client will use any language file that is located eg. in C:\Program Files\OpenPetra.org\bin30\locale\de\LC_MESSAGES. You might need to set the LANGUAGE variable in your Windows Environment Variables to use another language than is installed. We do welcome translations, please have a look on the wiki for instructions.

The Finance module main screen can now be opened, and two prototype screens are available, for Gift processing from bank statements, and the main screen for Accounts Payable.

Please note that your database file will be replaced, and the backup you can still find here: eg. C:\Documents and Settings\[User Name]\Application Data\OpenPetra.org\db30\petra.db.1.bak; we hope to integrate a patching system soon.

Some of the issues in the previous versions have been fixed, eg. the date in the Partner by city report does work now.

0.0.2.0: 13 June 2009

Please see the previous release notes below as well!
The main visible new functionality is the "Partner By City" report. To test it, create a few partners in Partner Edit, and then run the report for those cities. At the moment, this is limited to partners of type FAMILY; and there also seems to be a bug: if an address is only valid from today, the report would not show it; so set the valid date to a past date.

You may also notice the status bar with context sensitive help, depending on the field that currently is in focus. This is for example useful on Partner Edit, when it tells the meaning for each field.

0.0.1.3: 1 June 2009

This is the initial release of OpenPetra.org.
It only comes as a Standalone installation, using SQLite, to make the installation very simple.

Login with User ID demo and password is demo as well.

There are only 2 screens that actually provide functionality:
Go into the Partner module, and in the menu select "Partner" / "New Partner".
You can create a new partner, add an address, and save the partner.

Then you can go in the Partner Main screen in the menu to "Partner" / "Find & Maintain Partner".
Search for the partner you just created.
To edit the partner, double click on the row in the result grid.