Latest revision as of 13:48, 10 October 2010

Notes

This is the changelog for the 2.1.1 release.

For additional changes since 1.9, see Freeside:2.1:Changelog

For a more detailed, raw log of changes, see the source ChangeLog

MySQL

• Fix error with MySQL and condition column

Message templates

• A new framework for storing fill-in message templates and sending them to customers via billing events

Importing

• New web tool to import packages for existing customers from CSV files or Excel spreadsheets
• New web tool to import customer notes
• Ignore expired cards on customer import

UI

• Customer tags
• Add "view customers of all agents" access right
• New "Ordered" customer status indicating a recurring package is ordered, but not yet setup
• "Bill now" link progressbar
• Show declines in customer payment history
• "Cancel later" option available for whole customer in addition to individual packages

Billing

Price plans

• Ability for a single package definition to have discounts for quarterly/annual/other term length
• Option for anniversary packages to sync dates to other customer packages and prorate.
• Auto-suspend after N months option

Events

• Customer credit limits
• New once_every condition: Don't run this event more than once in the specified interval
• New once_perinv condition: Run only once for each time the package has been billed
• New pkg_next_bill_within condition: Next bill date within upcoming interval
• New cust_bill_past_due condition: Invoice past due - offers more granular control of past due notices when customer and invoice terms vary

VoIP CDRs

• CDR rating time-of-day/day-of-week overrides
• CDR matching by PBX tenant (multi-tenant Thirdlane, others)
• CDR display uses international date_format config if set
• Fix search of pending CDRs by src field in addition to charged_party
• Always show minutes and seconds instead of minutes with a decimal place
• New CDR formats: Taqua OM, CIA, Infinite Conferencing
• CDR SFTP/FTP options for port and passive mode
• Import/feed CDRs from a remote database in addition to direct drop-off and CSV import

Invoicing

• Option for batch download of invoice PDF spool
• add config variables to position invoice addresses in envelope windows
• Fix display of bundled packages when parent packages have 0 charges, correct section handling, fix propagation of other display attribute to child package line items.
• Handle display of CDR detail without a usage_class when using svc_phone sections
• Create a default finance section and have hidden sectionless line items remain sectionless

Payment receipts

• Fix overzealous payment receipt and add an option to disable them entirely

Batching

• Payment batch upload and processing shows a progress bar
• Save batched cards and masks for later refund, remove CVV after first use like realtime
• Fix command-line batch commands to omit transactions already otherwise paid, like the web batch tool

Performance

• Performance improvements when billing large customer bases.

Ticketing

• New "Checklist" ticket view for installations and similar workflow
• Turn "create ticket" back into a link instead of a button
• Show customers in ticket lists, sort by customer number or name
• Restore email address by default in RT 3.8
• Custom fields defined as dates (calendar popup, validation, searching before/after, etc.)
• Fix ticket links relationship graph
• Fix rt/rt links (custom field configuration, homepage refresh)
• Fix harmless error when bulk deleting tickets
• Fix triggering email and recording a linked ticket on reminders
• Fix RT dashboards and dashboard subscriptions
• Custom field option: "required for ticket resolution"

Reporting

• Inventory activity report
• Fix CSV/Excel report downloads
• Package reports: Add service label to downloads
• CCH taxation: Add progressbar to long-runningreports
• FCC Form 477 improvements and fixed XML output
• Package summary report
• Fix searches by employee
• Fix customer signup date and restore missing ones
• Suspension/unsuspension report
• Invoice reports: filter by customer payment type
• Reports for unapplied payments, refunds and credits
• Option to include credit balance customers in aging report

Self-service

• New high-performance non-Apache XML-RPC server for self-service API.
• New Drupal signup/self-service module
• Fix initial county selection in default signup page
• Ensure signup payments are applied immediately

Exports

• Customer exports: cust_main-exports config option and example HTTP/HTTPS export
• Communigate pro updates: domain rule updates, vacation/redirect all account rules, archive messages, RPOP
• agent_custid available in shellcommands exports
• Default OpenSRS registrations to 1 year

Services

• DNS improvements to UI and functionality (TTL support, new record types)
• Bulk email to search results for packages and broadband services in addition to customers

Upgrade

• Commit between each table upgrade
• Avoid queueing a bunch of fuzzyfile update jobs on upgrade
• Limit memory use when upgrading attachments
• Fix schema upgrade with ancient cust_bill_pkg_detail.classnum but new DBIx::DBSchema
• Upgrade fixes for old datasets (NULL cust_pkg_reason.action & cust_credit.creasonnum, cust_pay.payby of COMP)

Misc

• Update the RPM build system and check it into CVS. Update CentOS 5, drop CentOS 4.
• Disable noisy RTAddressRegexp warning for now
• Clearer error message when send_email fails in the job queue
• Fix package date editing w/international dates
• Fix agent (reseller) payment gateway overrides throwing an error
• Cleaner full customer delete for testing customers
• Fix fixed-amount discounts against packages with package add-ons.
• Work around changes in census-coding web interface and add option for now-available 2010 data.
• Fix using agent_custid (legacy customer numbers) in quick payment entry