You are reading the documentation for an outdated Corteza release. 2021.9 is the latest stable Corteza release.

Upgrading to 2020.12

Due to database schema changes it’s not possible to downgrade or revert your installation after upgrading to 2020.12. Please be extra careful, backup your database and follow recommended steps.

If you use Corteza REST API, please note that paging parameters on certain endpoints have changed. Refer to developers guide for details.

After upgrade

Field expressions and automation scripts

With the introduction of field expressions, some Corredor automation scripts became obsolete and were removed from the 2020.12 release. This affects existing deployments that use CRM and Service Solution applications.

We did not want to make an automated upgrade and change your module fields on those applications (namespaces). It’s not possible to know what kind of changes you might have made in your modules.

Table 1. Module modifications:
Module Field Value expression Sanitizer Validators

Account

BillingStreet

trim(value)

Account

BillingCity

trim(value)

Account

BillingState

trim(value)

Account

BillingPostalCode

trim(value)

Account

ShippingStreet

trim(value)

Account

ShippingCity

trim(value)

Account

ShippingState

trim(value)

Account

ShippingPostalCode

trim(value)

Account

GeneratedBillingAddress

trim(trim(trim(BillingStreet?BillingStreet:"") + "\n" + trim(trim(trim(BillingPostalCode?BillingPostalCode:"") + " " + trim(BillingCity?BillingCity:"")) + " " + trim(BillingState?BillingState:""))) + "\n" + trim(BillingCountry?BillingCountry:""))

Account

GeneratedShippingAddress

trim(trim(trim(BillingStreet?BillingStreet:"") + "\n" + trim(trim(trim(BillingPostalCode?BillingPostalCode:"") + " " + trim(BillingCity?BillingCity:"")) + " " + trim(BillingState?BillingState:""))) + "\n" + trim(BillingCountry?BillingCountry:""))

Lead

Street

trim(value)

Lead

City

trim(value)

Lead

State

trim(value)

Lead

PostalCode

trim(value)

Lead

GeneratedAddress

trim(trim(trim(BillingStreet?BillingStreet:"") + "\n" + trim(trim(trim(BillingPostalCode?BillingPostalCode:"") + " " + trim(BillingCity?BillingCity:"")) + " " + trim(BillingState?BillingState:""))) + "\n" + trim(BillingCountry?BillingCountry:""))

Lead

RecordLabel

trimFirstName ? FirstName : "") + " " + (LastName ? LastName : ""

Quote

Discount

value < 0: "Discount can not be a negative number"

Quote

Subtotal

value < 0: "Sub total can not be a negative number"

Quote

Tax

value < 0: "Tax can not be a negative number"

Quote

TotalPrice

max(maxSubtotal?Subtotal:0) - (Discount?Discount:0), 0) + (ShippingHandling?ShippingHandling:0

Quote

GrandTotal

TotalPrice * (Tax ? 1+Tax/100 : 1)

Federation (experimental feature)

Currently Corteza does not import Federation roles and RBAC rules when upgrading existing database. This can be done manually by running the following command:

docker-compose exec server corteza-server import /corteza/provision/200_federation