2025¶

This is the 2025 change log for Lino. Learn how to read and maintain this document in Documenting changes.

2025-05-21¶

Change in database schema for #6116 (invoicing.SalesRule becomes trading.TradingRule). invoicing.SalesRule has been removed and is functionally replaced by a new model trading.TradingRule, which no longer uses a OneToOneField to partner, there may be multiple rows per partner, it is unique only for partner and trade_type together. The default payment term for invoices of a partner is no longer directly on the partner but on the trading rule, together with paper type and invoice recipient.

todo: Translations for Trading rules

2025-05-20¶

Lino sets the lino.core.site.Site.demo_password also in the demo_users fixture (not only in the demo2 fixture, which sets it for all users). You can now demo_users without loading demo2 if you want to create robin & Co without modifying the password of existing users.

2025-05-18¶

Added a new field lino_xl.lib.accounting.PaymentTerm.informal

2025-05-17¶

Fixed a cool bug: dd.today and dd.now shifted 24 hours into the future when called after 9pm in Tallinn. See Demo dates and the timezone. Side effect: Site.today() now accesses the settings.TIME_ZONE, so in two places we had to move it from Plugin.on_init() to Plugin.pre_site_startup().

2025-05-14¶

Lino Prima is now more user-friendly when preparing a new school year. Customized behaviour when duplicating a school.Group, and support for having more than one year at a time active. New method lino.mixins.ref.Referrable.get_next_row() and new function lino.utils.nextref(). Fixed a bug in Overview section of printable version of a certificate.

2025-05-13¶

Lino now lets you customize the columns to print in an invoice via the new plugin setting lino_xl.lib.trading.columns_to_print, which is used trading/VatProductInvoice/default.weasy.html. Side effects: lino.modlib.jinja now loads the Expression Statement extension. New virtual field lino_xl.lib.vat.VatItemBase.amount so that we no longer need the {TOTAL} construct for lino_xl.lib.trading.items_column_names. The lino.core.fields.VirtualField class now has an attribute field, like a real database field (this is needed by the print template). lino_xl.lib.accounting.VoucherType has a new attribute columns_to_print. The SalesPrintable has been renamed to TradingPrintable. The verbose_name of the lino_xl.lib.invoicing.InvoicingTargetItem.title field is now “Designation” and no longer “Heading” (todo: also rename the field itself to “designation”).

The tim2lino fixture of lino_xl.lib.tim2lino now keeps track of the timestamp of the last successful import and avoids to uselessly re-import .dbf files that are older than this timestamp.

2025-05-12¶

Add virtual field Sequenced.dndreorder as a place holder for drag drop row reorder column.

Add support for choosers on virtual tables and on non-Model rows. There is no directly visible change, but the AnswersByResponseEditor.answer field in lino_xl.lib.polls (when USE_GFK_CHOICE is True) now works a bit more than before. There is still at least one problem: the chooser context (which data elements to submit as arguments to the choices view) isn’t passed into the json file.

2025-05-06¶

Added a new plugin lino_xl.lib.assets.

2025-05-04¶

Add a method lino.utils.quantities.Quantity.limit_length(), and lino.core.fields.QuantityField now automatically reduces the number of decimal places if the full number would take more space than max_length. For example, when the field’s max_length is 6, Lino stores a quantity of “1234.56” as “1234.6”. This happened in a subtotal line during a lino_xl.lib.tim2lino data import.

A new method lino.core.model.Model.update_field() can be used to locally customize of database fields. Usage example is the settings.py in lino_book.projects.demo3. See Some examples for customizing the trading plugin.

2025-05-02¶

Yet another development sprint in lino_xl.lib.peppol and lino_xl.lib.tim2lino.

In lino_xl.lib.trading.InvoiceItem the field discount has been renamed to discount_rate, and a new field discount_amount has been added which, when not empty, causes a <cac:AllowanceCharge> element to be added in the vat/peppol-ubl.xml. The Discount was applied on the unit price problem has been fixed. Side effects: debts.TablesLayouts was renamed to debts.EntriesLayouts. We have a new utility function lino.api.doctest.show_parent_layouts() (example usage and doctest in cosi3 : A Lino Così for Estonia). lino.core.site.Site.site_locale is now initialized to locale.getlocale() and we started to use dd.format_currency. New plugin setting lino_xl.lib.trading.items_column_names.

A second changeset adds a database field <lino_xl.lib.products.Product.subtotal> to the <lino_xl.lib.products.Product> model.

2025-05-01¶

Yet another development sprint in lino_xl.lib.peppol and lino_xl.lib.tim2lino. Optimized journal configuration during first tim2lino import. lino_xl.lib.peppol.OutboundDocument.resend_document now also actually sends the document instead of just marking it for sending. Side effect: create_journal() and get_journal_kwargs() were moved from Voucher to VoucherType.

2025-04-28¶

The Lino daemon no longer provides a log server. Logging on a production site is now done using systemd.journal.JournalHandler. Existing Lino server must get adapted manually after the upgrade:

sudo apt install libsystemd-dev

# after activating the virtualenv:
pip install systemd-python

# remove log directory of every site:
rm log

2025-04-21¶

Removed Site.get_database_settings() (#6050).

2025-04-19¶

Installation instructions in the Hosting Guide now recommend /usr/local/lino/venvs/main instead of /usr/local/lino/shared/env/master as the path for the “master environment”, which is now called the main environment.

2025-04-17¶

In Lino Noi, some fields were missing on the detail layout of a partner, e.g. email. And Noi now uses lino_xl.lib.sepa.

2025-04-15¶

A series of changes for #5670 (Support Peppol e-invoicing using Ibanity).

Bugfix: #6038 (The first address of a partner should be primary). lino_xl.lib.addresses.

Internal: I moved the lino.core.kernel.Kernel.lino_version property back from Site to lino.core.kernel.Kernel, and on a devserver it now uses (as before) the lino.utils.code.codetime() function, a lino_version.txt file is now created only on a production site.

Experimental: #6040 (How to handle channels.exceptions.ChannelFull). If you get these exceptions, set lino.modlib.notify.api.DONT_CATCH to False. lino.mixins.Created now also sets a default time when loading_from_dump is True.

2025-04-12¶

Database change: The field next_partner_id from lino.modlib.system.SiteConfig has been removed. Because this was actually an anti-feature. The first Lino customer needed this back in 2010. Meanwhile they also don’t use it any more. Nobody else has ever wanted such a feature. Technically spoken it doesn’t handle race conditions correctly. And it disturbed for importing data from TIM.

2025-04-11¶

Internal optimizations for #5876 (tim2lino bridge for Peppol): Renamed database field lino_xl.lib.contacts.Partner.is_outbound to lino_xl.lib.contacts.Partner.send_peppol. VoucherTypes.get_for_model now returns the first voucher type that suits the given database model (and no longer the only one). VoucherTypes.get_for_table now returns the first voucher type that uses a subclass of the specified actor.

The lino.modlib.system.SiteConfig.next_partner_id field is no longer being used.

2025-04-10¶

Optimize detail layout of trading.Invoices.

2025-04-09¶

Add React front end feature top links. Functions that implements this feature: Site.get_top_links Site.add_top_link_generator.

working.MySessionsByDate now uses display_mode list instead of summary on a mobile device. Fix #6025`(Stopping the session in noi1r causes “Cannot accept value”). Optimize :meth:`lino_xl.lib.working.Session.as_paragraph to use lino.utils.format_date.fds() instead of date_format_strftime. Side effects: Add method dd.now and use it instead of timezone.now(). In lino.utils.format_date, rename fts() to fdts() and ftl() to fdtl() and add fts(). The value of lino.modlib.users.User.nickname is now "" instead of None when lino.modlib.users.with_nickname is False. lino.core.fields.DummyField now accepts one optional argument, dummy_value.

2025-04-08¶

Database change in lino_xl.lib.trading: new field default_discount on the TradingVoucher model.

Renamed model mixins SalesDocument and ProductDocItem to TradingVoucher and TradingVoucherItem, respectively.

And I changed the default decimal_places of PercentageField from 2 to 0 because it’s silly to write “10.00%” or “70.00%”. Yes I remember a customer who wanted to give 3.75% of discount to their customers, but these cases are rare, if we want such flexibility, we might implement PercentField as a QuantityField, similar to DurationField.

2025-04-07¶

Activate feature Actor.start_at_bottom, on React front end, on a grid view, paginator starts at the last page.

2025-04-06¶

Add a method lino.modlib.jinja.XMLMaker.get_xml_file().

2025-04-04¶

Fixed #6013 (QuerySet.exclude() argument after ** must be a mapping, not Q). lino.core.tables.AbstractTable.exclude must now be an instance of django.db.models.Q, no longer a dict. This had been marked as TODO for some time, now it became useful because in lino_xl.lib.peppol we want to use the same django.db.models.Q object as lino.core.tables.AbstractTable.filter for lino_xl.lib.peppol.Inbox and as lino.core.tables.AbstractTable.exclude for lino_xl.lib.peppol.Archive

2025-04-03¶

Lino stores the value for URL_PARAM_LINO_VERSION now as the timestamp of a file lino_version.txt in the lino.core.site.Site.site_dir directory. If such a file doesn’t yet exist, Lino creates it at startup. The content of the file is irrelevant, its only purpose is the timestamp. The mtime of this file is read only once per process when the property Site.lino_version is accessed. Kernel.code_mtime has been removed because it is no longer needed.

2025-03-31¶

The lino.modlib.linod.Runnable mixin has a new database field lino.modlib.linod.Runnable.requested_at and a new action to cancel a manual request to run a job. Manual run requests are now handled a bit differently.

The lino.utils.format_date module has a new function for formatting timestamps: lino.utils.format_date.fdtf(). See Formatting timestamps.

2025-03-25¶

Added a new plugin setting lino.modlib.weasyprint.page_background_image used to customize the pdf of an invoice.

2025-03-25¶

New feature “Quick-fix data checkers”. We use it in Lino Prima on Group and Certificate where the combobutton with three actions (“Check for problems”, “Fix them” and “Show the messages”) feels like overkill, we prefer Lino to fix any problems instantly with a single button click. The current implementation isn’t documented because it’s not finished and might change significantly. But it works for us so far: When a model has a class attribute quickfix_checkdata_label, which is assumed to hold a translatable string, then Lino adds a single button that runs all checkers with fix=True, and the string is used as the label for this single button. Side-effect: CheckerAction no longer requires a model at instantiation.

2025-03-23¶

The slave panels AuthoritiesTaken and AuthoritiesGiven now have an optimized details_of_master_template “Authorities taken by Username” and “Authorities given by Username”

2025-03-22¶

I removed pm buildsite again, and pm buildcache now also runs collectstatic.

2025-03-21¶

The methods mark_virgin() and check_virgin() have been moved from lino.core.site.Site to a separate module lino.utils.dbhash because these things are never needed on a production site. I wrote a documentation page that explains the topic: The lino.utils.dbhash module.

2025-03-20¶

pm buildsite no longer calls install nor makehelp. It does exactly what buildcache does, plus an option -c to also run collectstatic, and it defines -b or –batch as aliases for –noinput. The advantage is that after an upgrade you can type pm buildsite -bc and then focus on other things rather than waiting for pm buildsite to finish and then typing pm collectstatic --noinput.

New plugin setting lino_xl.lib.peppol.onboarding_date.

2025-03-20¶

Optimized the behaviour of lino.modlib.extjs.views.ApiElement.get() when the specified primary key isn’t visible in this table. Renamed request to create_request, on Actor and on BoundAction.

2025-03-17¶

Added color “Teal” to lino.modlib.system.DisplayColors. The pull.sh script now asks for confirmation before starting. New command pm buildsite. Move lino.utils.fieldutils.fields_help() out of lino.api.doctest into a new module lino.utils.fieldutils.

2025-03-14¶

The lino_xl.lib.tim2lino plugin now supports updating a live Lino database from TIM legacy data. Until now the migration was a single-jump operation.

The Voucher model now has its own field Voucher.fiscal_year, which is automatically set to the year of the Voucher.accounting_period. This makes things easier when querying the database and when importing vouchers from external sources.

The methods Site.mark_virgin(), Site.check_virgin() and Site.get_dbhash() have been optimized and moved from SITE.kernel to SITE.

2025-03-12¶

It is now possible to disable all the actions of the workflow_buttons field by adding “workflow_buttons” into the set returned by disabled_fields(). This optimization was originally added for #5976 where I thought that Lino should no longer permit to change the workflow state of a calendar guest when the calendar entry is in a fixed state (“took place”) or or “suggested” (has not yet been user-modified). But I found a less intrusive solution: calendar entries are now considered “user edited” not only if their state says so but also when their guests_modified flag is set. So the new feature isn’t used anywhere right now.

Renamed lino_xl.lib.ibanity to lino_xl.lib.peppol.

2025-03-06¶

The lino_xl.lib.accounting plugin now defines an lino.modlib.uploads.Shortcuts source_document, which is used by lino_xl.lib.peppol when it finds an embedded pdf file in an inbound Peppol document. As a side effect we optimized the rendering of upload shortcut fields.

2025-03-05¶

The lino_xl.lib.peppol plugin gets ready for the integration phase. The tables Inbox, Archive, Outbox and Sent are now in the menu. It has a quick link to the system task that starts the synchronization. The linod daemon now runs as the user specified by lino.modlib.linod.daemon_user instead of anonymously. Internal optimization: lino.core.kernel.Kernel.run_action() no longer treats ValidationError and IntegrityError with a traceback.

2025-03-01¶

The method BuildMethod.before_printable_build() has been replaced by BuildMethod.must_build_printable() is is now expected to return a boolean. The filename_root() method was renamed to get_printable_target_stem(). The get_target_name() method was removed, we now call self.get_target_file().name or self.get_target_file().path lino.utils.media.MediaFile is now implemented differently and has a path attribute instead of a name property.

After upgrading a production server you should test whether editable print actions still work.

2025-02-27¶

Advancing with #5670 (Support e-invoices using PEPPOL): The values of the individual choices of lino_xl.lib.products.DeliveryUnits are now the codes that are allowed in the unitCode attribute of a InvoicedQuantity element. Added a new attribute lino_xl.lib.vat.VatRegime.reverse_charge, which is True for the VAT regimes intracom and cocontractor. This is currently used only by vat.VatItemBase.get_peppol_vat_category(). When migrating your database, you can specify a lino.core.ChoiceList.old2new for DeliveryUnits by adding the following line to your restore.py file:

settings.SITE.models.products.DeliveryUnits.old2new = {"10": "HUR", "20": "XPP", "30". "KGM", "40": "XBX"}

2025-02-24¶

Advancing with #5670 (Support e-invoices using PEPPOL). lino_xl.lib.contacts.Partner.is_outbound

2025-02-12¶

Fixed #5924 (Menu “My invoicing plan” fails)”. Optimize choosers for FollowUpRule.invoice_generator and Task.procedure (which is defined as lino.modlib.linod.Runnable.procedure.) Plan.invoicing_task may now be empty. Optimize lino.modlib.users.UserPlan and lino.modlib.linod.Runnable. Fine-tune error reporting during ApiElement.get().

2025-02-10¶

Fixed #5917 (Clicking on the img rendered by file memo command doesn’t show the image). The demo data in Lino Noi now includes screenshots in ticket descriptions in order to reproduce and verify this bug. New context manager ar.override_attrs.

2025-02-09¶

Reviewed lino.utils.soup.truncate_comment() and updated Truncating HTML texts to fix #5916.

2025-02-05¶

The lino_xl.lib.peppol plugin is growing. New option no_auto for data checkers. lino_xl.lib.peppol.SupplierChecker sets this to True because we do not want this checker to run automatically during checkdata. It should run only when called manually because it requires Ibanity credentials, which are not available e.g. on GitLab.

2025-02-01¶

Started working on the new plugin lino_xl.lib.peppol. Work in progress.

2025-01-27¶

Fixed #5881 (Lino lets me add items to a registered invoice). Added a new lino.core.model.Model.disable_create() used to disable creating rows on a model in a given action request even when permission has been given.

2025-01-24¶

New setting users.demo_password so that the password of users on a demo site is no longer a hard-coded “1234”.

2025-01-23¶

The lino_xl.lib.tim2lino plugin was re-activated and the lino.utils.dbfreader module migrated to Python 3.

The button, which is used to show or hide the parameter panel of a table, is now in the upper right corner and no longer in the toolbar.