Version 2.00, 2013-03-27 ======================== Important --------- TrackRecord now requires Rails 3.2. It does not run on Rails 2. As a result, the Ruby version requirements are increased too; you need version 1.9.3 at patch 392 or later. The upgrade instructions below assume that this is already available. On the client side, TrackRecord's views now assume a competent HTML 5, CSS 2 capable browser is used. It looks best on modern CSS 3 aware browsers such as recent Safari, Chrome, Opera and Firefox builds. JavaScript is very strongly recommended but not required, so if you have it turned off in your browser for any reason or your browser doesn't support it, TrackRecord can still be used. Internet Explorer is untested and not officially supported at any version, though it may work in practice. Upgrading --------- To upgrade, first do a full database backup in case anything goes wrong! Next, unpack TrackRecord somewhere new - don't copy it on top of an existing installation. Make any configuration changes you made to your old copy: - You can safely just copy over the old 'config/database.yml' - ...and 'config/initializers/email_config.rb' - ...and 'config/initializers/general_config.rb' files - Possibly port over your e-mail sending configuration for ActionMailer in 'config/environments/production.rb' or '...development.rb' - see: http://guides.rubyonrails.org/action_mailer_basics.html#action-mailer-configuration You must also set a secret key in 'config/initializers/secret_token.rb'; this is the equivalent of the key that in previous versions lived inside 'config/environment.rb'. Comments in the file give detailed instructions. The gem dependencies for TrackRecord are all listed in 'Gemfile'. To get these installed, from inside the 'trackrecord' directory (the same directory as this change log file and 'Gemfile'), run: bundle install ...to make sure all the relevant gems required by the updated TrackRecord are present. Now make sure your web server is offline and bring your database up to date (changing 'production' to 'development' if being rightly cautious and testing on a development copy first): rake db:migrate RAILS_ENV=production Then you should be able to start your web server again. There may be some server changes needed for Rails 3; consult your web server documentation if necessary. I recommend using Phusion Passenger, if possible, to serve Rails application such as TrackRecord. If you have trouble running 'bundle' or the migration, in the first instance check Google for the error message you see - upgrading Rails and using bundles is very rarely a pain-free process and the issues will usually be to do with your computing environment rather than TrackRecord's own code. Changes from version 1.54 (see the v1.x branch for more v1.x changes) ------------------------- - New major version number reflects bump to Rails 3.2 / Ruby 1.9. + Functionality is an evolution and refinement over TrackRecord v1.x, rather than a major overhaul. - Improved navigation flow throughout. + More consistent and logical navigation options in some places. + Updated visual theme makes things easier to read. - Reports can be saved for recollection and modification later. + Can be kept private or shared to other TrackRecord users. + Sharing URLs are very simple, since they just refer to a saved. database object rather than recording all report parameters. + Old-style long report URLs from TrackRecord v1.5 are supported and create a temporary user report. + Quick report generation buttons available when managing or viewing customers, projects, tasks and users. - All list search forms extended to at long last support date ranges. - Improved labels for customers, projects and tasks everywhere - link back to the original item, with tooltips giving code and description details. - The beginnings of proper internationalisation are in place, though a lot of messages are not yet run through the language files. - The 'gruff' gem is commented out inside 'Gemfile' to prevent annoying dependencies. The graph controller mechanism is still present but will not work unless you uncomment the gruff line in 'Gemfile' and re-run "bundle install". It isn't used by default anywhere in TrackRecord. - Bugs related to tasks with no project or projects with on customer fixed. - Old-style report URLs are now reliable, rather than leading to 404 errors on older TrackRecord versions if active tasks had become inactive or vice versa. Now the active-vs-inactive lists are reassessed at generation time (and the signed in user's task permissions taken into account as usual).