Difference between revisions of "Freeside:1.9:Changelog"
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= Notes = | = Notes = | ||
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For a more detailed, raw log of changes, see [http://freeside.biz/cgi-bin/viewvc.cgi/freeside/ChangeLog?view=markup the source ChangeLog] | For a more detailed, raw log of changes, see [http://freeside.biz/cgi-bin/viewvc.cgi/freeside/ChangeLog?view=markup the source ChangeLog] | ||
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* Request Tracker ticketing system updated to version 3.6. | * Request Tracker ticketing system updated to version 3.6. | ||
| + | * Ticketing now fully integrated into our menus | ||
= Billing = | = Billing = | ||
* New billing event system replaces invoice events | * New billing event system replaces invoice events | ||
| − | * Invoice typesetting overhaul with invoice sections | + | * Set the displayed name for follow-up notices from the event rather than proliferating templates |
| + | * Invoice typesetting overhaul with invoice sections, payment coupon, leading summary page options | ||
* Rewrote and enhanced customer-to-customer referral system (see [[Freeside:1.9:Documentation:Administration:Referral_credits|Referral credits]]) | * Rewrote and enhanced customer-to-customer referral system (see [[Freeside:1.9:Documentation:Administration:Referral_credits|Referral credits]]) | ||
* Ability to use USPS address standardization | * Ability to use USPS address standardization | ||
* Ability to use CCH taxation data | * Ability to use CCH taxation data | ||
| − | |||
* Add base_rate price plan. | * Add base_rate price plan. | ||
* Per-customer "Invoice terms" override | * Per-customer "Invoice terms" override | ||
* Quick payment entry running total | * Quick payment entry running total | ||
| − | * | + | * Add reporting & resolution interface for transactions for which no payment gateray response is received |
| + | * Add options to one time charges for tax setup, future billing date, invoice terms | ||
| + | * Fix tax reporting for more complex situations with counties and taxclasses, make taxable line items clickable | ||
| + | * Third-party payment processor support (redirecting customer browser to the payment processor web site) | ||
| + | * Add ability to make manual tax adjustments to show up on future customer invoices | ||
| + | * Automatic returned check processing, when supported by processor and B:OP module | ||
| + | * Refactored batch processing to enable "plug-in" of batch processors like real-time processors | ||
| + | * Added Paymentech batching | ||
= Employees = | = Employees = | ||
| Line 30: | Line 36: | ||
* More complete agent virtualization, especially self-configuration. Company name, logo, address, package definitions, etc. | * More complete agent virtualization, especially self-configuration. Company name, logo, address, package definitions, etc. | ||
* Access groups from agent edit | * Access groups from agent edit | ||
| − | * | + | * Agent wholesale charging (associate master customer with agent, use cost fields in package definition) |
| + | |||
| + | = Customers = | ||
| + | |||
| + | * Reworked customer view into sections | ||
| + | * Added ability to view customer change history | ||
| + | * Added ability to upload files attached to customer record | ||
| + | * Expanded "First package" ability to handle more kinds of packages including those with phone services. | ||
= Packages = | = Packages = | ||
| + | == Customer packages == | ||
| + | |||
| + | * Customer package order now categorizes packages into classes, to more easily find the desired package | ||
| + | * Add option for a future start date on package orders | ||
* Customers may now have different locations per-package | * Customers may now have different locations per-package | ||
| + | * Old packages now hidden by default on customer view | ||
| + | * Experimental per-package balances | ||
| + | |||
| + | == Package definitions == | ||
| + | |||
* Rewrote package definition edit. | * Rewrote package definition edit. | ||
| − | * Added pricing | + | * Added pricing add-ons (displayed separated, or bundled as a single line item) |
| + | * Added service add-ons. | ||
* Package categories to group package classes | * Package categories to group package classes | ||
| + | * Package definition browse enhancements: hide/show one-time charges | ||
| + | * Flag custom package definitions | ||
= Services = | = Services = | ||
| + | |||
| + | * Service definition now includes editing of the labels used for each field. | ||
== Accounts == | == Accounts == | ||
* Password encoding overhaul (see [[Freeside:1.9:Documentation:Administration:svc_acct:_password_encoding|Password encoding in 1.9]]) | * Password encoding overhaul (see [[Freeside:1.9:Documentation:Administration:svc_acct:_password_encoding|Password encoding in 1.9]]) | ||
| + | * Add option to run shellcommands immediately and abort provisioning on errors. | ||
== Domains == | == Domains == | ||
| Line 55: | Line 83: | ||
* Fixed bugs in Prizm export and updated for new Prizm version. | * Fixed bugs in Prizm export and updated for new Prizm version. | ||
* Soma Networks integration | * Soma Networks integration | ||
| + | * Allow null IP address | ||
| + | * Ping tool | ||
== VoIP == | == VoIP == | ||
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* Updated matching for toll-free prefixes | * Updated matching for toll-free prefixes | ||
* Added ability to copy rates between regions | * Added ability to copy rates between regions | ||
| + | * Wholesale billing for VoIP termination | ||
| + | * Prorating and subscription options in addition to anniversary | ||
| + | * Rate download/edit/upload Excel spreadhseet | ||
| + | * Add single_price option to do do one per-minute price without rate tables | ||
| + | * Added option to bill outstanding usage when cancelling | ||
=== CDRs === | === CDRs === | ||
* Better display of CDRs on invoices, and additional formatting options | * Better display of CDRs on invoices, and additional formatting options | ||
| − | * More CDR search options | + | * More CDR search options, and ability to bulk delete and/or rebill |
* Added additional CDR formats: Bell West, Broadsoft, Indosoft, Sansay, Transnexus, Troop, Vitelity | * Added additional CDR formats: Bell West, Broadsoft, Indosoft, Sansay, Transnexus, Troop, Vitelity | ||
* CDR retrieval by FTP/SFTP/TFTP | * CDR retrieval by FTP/SFTP/TFTP | ||
| + | * CDR rewrite daemon for rewriting Asterisk forwarded calls to be billable | ||
=== Misc === | === Misc === | ||
| + | * Tracking of devices and MAC addresses | ||
* GlobalPOPs integration including DID availability | * GlobalPOPs integration including DID availability | ||
* Revived RADIUS VoIP support, added export, usage retrieval, rlm_perl hook for prepaid | * Revived RADIUS VoIP support, added export, usage retrieval, rlm_perl hook for prepaid | ||
* Internal DID inventory and availability checking | * Internal DID inventory and availability checking | ||
| + | * Added ability to provision to: Vitelity, Netsapiens | ||
= Self-service = | = Self-service = | ||
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* Usage viewing | * Usage viewing | ||
* Address changes | * Address changes | ||
| − | * Ability to skin self-service from backend config | + | * Ordering and provisioning phone services |
| + | * Ability to skin self-service from backend config without editing multiple HTML templates | ||
| + | * International credit card payments | ||
* Pass IP address in from signup page to payment gateways which accept it. | * Pass IP address in from signup page to payment gateways which accept it. | ||
* Include Asterisk-aware self-service page based on ARI. | * Include Asterisk-aware self-service page based on ARI. | ||
* Include example java glue to talk to XML-RPC self-service. | * Include example java glue to talk to XML-RPC self-service. | ||
| + | |||
| + | = Reporting = | ||
| + | |||
| + | * FCC Form 477 reporting | ||
| + | * Unapplied payment report with date breakdown like receivables report | ||
| + | * Voided payment report | ||
| + | * Added rated call sales report and option to sales report to count usage separately from recurring | ||
= Misc = | = Misc = | ||
| Line 94: | Line 141: | ||
* New config editor, config stored in database | * New config editor, config stored in database | ||
* Freeside-to-Freeside provisioning export to offer services to other Freeside instances. | * Freeside-to-Freeside provisioning export to offer services to other Freeside instances. | ||
| + | * Better Nomadix integration | ||
* Per-employee vonage integration | * Per-employee vonage integration | ||
* Initial implementation of usage tracking for consulting using RT TimeWorked | * Initial implementation of usage tracking for consulting using RT TimeWorked | ||
| − | |||
| − | |||
| − | |||
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Latest revision as of 00:27, 11 October 2009
Contents
Notes
For a more detailed, raw log of changes, see the source ChangeLog
Ticketing
- Request Tracker ticketing system updated to version 3.6.
- Ticketing now fully integrated into our menus
Billing
- New billing event system replaces invoice events
- Set the displayed name for follow-up notices from the event rather than proliferating templates
- Invoice typesetting overhaul with invoice sections, payment coupon, leading summary page options
- Rewrote and enhanced customer-to-customer referral system (see Referral credits)
- Ability to use USPS address standardization
- Ability to use CCH taxation data
- Add base_rate price plan.
- Per-customer "Invoice terms" override
- Quick payment entry running total
- Add reporting & resolution interface for transactions for which no payment gateray response is received
- Add options to one time charges for tax setup, future billing date, invoice terms
- Fix tax reporting for more complex situations with counties and taxclasses, make taxable line items clickable
- Third-party payment processor support (redirecting customer browser to the payment processor web site)
- Add ability to make manual tax adjustments to show up on future customer invoices
- Automatic returned check processing, when supported by processor and B:OP module
- Refactored batch processing to enable "plug-in" of batch processors like real-time processors
- Added Paymentech batching
Employees
- Reorganized ACL edit page into sections
Resellers (Agents)
- More complete agent virtualization, especially self-configuration. Company name, logo, address, package definitions, etc.
- Access groups from agent edit
- Agent wholesale charging (associate master customer with agent, use cost fields in package definition)
Customers
- Reworked customer view into sections
- Added ability to view customer change history
- Added ability to upload files attached to customer record
- Expanded "First package" ability to handle more kinds of packages including those with phone services.
Packages
Customer packages
- Customer package order now categorizes packages into classes, to more easily find the desired package
- Add option for a future start date on package orders
- Customers may now have different locations per-package
- Old packages now hidden by default on customer view
- Experimental per-package balances
Package definitions
- Rewrote package definition edit.
- Added pricing add-ons (displayed separated, or bundled as a single line item)
- Added service add-ons.
- Package categories to group package classes
- Package definition browse enhancements: hide/show one-time charges
- Flag custom package definitions
Services
- Service definition now includes editing of the labels used for each field.
Accounts
- Password encoding overhaul (see Password encoding in 1.9)
- Add option to run shellcommands immediately and abort provisioning on errors.
Domains
- Add TLD checking.
Broadband
- Agent-virtualized address blocks and routers
- coordinates can be negative
- Fixed bugs in Prizm export and updated for new Prizm version.
- Soma Networks integration
- Allow null IP address
- Ping tool
VoIP
Billing
- Better prepaid support: "pickup and bill" daemon, roll-up statements, API hooks.
- Many new options in VoIP price plan
- Per-destination usage classes for reporting and taxation purposes
- Updated matching for toll-free prefixes
- Added ability to copy rates between regions
- Wholesale billing for VoIP termination
- Prorating and subscription options in addition to anniversary
- Rate download/edit/upload Excel spreadhseet
- Add single_price option to do do one per-minute price without rate tables
- Added option to bill outstanding usage when cancelling
CDRs
- Better display of CDRs on invoices, and additional formatting options
- More CDR search options, and ability to bulk delete and/or rebill
- Added additional CDR formats: Bell West, Broadsoft, Indosoft, Sansay, Transnexus, Troop, Vitelity
- CDR retrieval by FTP/SFTP/TFTP
- CDR rewrite daemon for rewriting Asterisk forwarded calls to be billable
Misc
- Tracking of devices and MAC addresses
- GlobalPOPs integration including DID availability
- Revived RADIUS VoIP support, added export, usage retrieval, rlm_perl hook for prepaid
- Internal DID inventory and availability checking
- Added ability to provision to: Vitelity, Netsapiens
Self-service
- Phone number + PIN login option
- Call detail viewing
- Usage viewing
- Address changes
- Ordering and provisioning phone services
- Ability to skin self-service from backend config without editing multiple HTML templates
- International credit card payments
- Pass IP address in from signup page to payment gateways which accept it.
- Include Asterisk-aware self-service page based on ARI.
- Include example java glue to talk to XML-RPC self-service.
Reporting
- FCC Form 477 reporting
- Unapplied payment report with date breakdown like receivables report
- Voided payment report
- Added rated call sales report and option to sales report to count usage separately from recurring
Misc
- New config editor, config stored in database
- Freeside-to-Freeside provisioning export to offer services to other Freeside instances.
- Better Nomadix integration
- Per-employee vonage integration
- Initial implementation of usage tracking for consulting using RT TimeWorked
