Difference between revisions of "Freeside:4.3:Changelog"

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* Census block coding: Fix map-based census coding for unknown locations (previously used the US Census service site which is now gone, built an internal re-implementation)
 
* Census block coding: Fix map-based census coding for unknown locations (previously used the US Census service site which is now gone, built an internal re-implementation)
 +
* Google maps integration fixes for new API key requirements (also need to put a card on file and enable with Google)
  
 
== Packages ==
 
== Packages ==
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* In suspension and cancellation popups, show information about which services will be unprovisioned to external systems.
 
* In suspension and cancellation popups, show information about which services will be unprovisioned to external systems.
 
* Option to carry discounts through package changes
 
* Option to carry discounts through package changes
 +
* Improve bulk package edit UI
  
 
== Payments ==
 
== Payments ==
  
 +
* Streamlined amount selection UI for payments
 
* Use new-style message templates for payment receipts
 
* Use new-style message templates for payment receipts
 
* Option for flat credit card surcharge in addition to percentage
 
* Option for flat credit card surcharge in addition to percentage
* Stremlined amount selection UI for payments
+
* Option to surcharge for back-office payment processing (i.e. for a pay-by-phone "convenience fee")
  
 
== Discounts ==
 
== Discounts ==
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== Invoices ==
 
== Invoices ==
  
 +
* Option to relocate the payment coupon to the top
 +
* Show taxes per section when using invoice sections
 
* Re-factored invoice substitutions to correct multiple edge cases with summaries, fees, sections, custom templates and custom substitutions.
 
* Re-factored invoice substitutions to correct multiple edge cases with summaries, fees, sections, custom templates and custom substitutions.
  
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== Change history ==
 
== Change history ==
  
* Included notes and tags
+
* Included notes, tags and contact changes
  
 
= Reporting =
 
= Reporting =
  
* Include 2018+
+
* Include 2018-2019+
 
* New customer referral report
 
* New customer referral report
 
* New customer time span report
 
* New customer time span report
 +
* New future card charges report
 +
* New event fee report
 +
* Improved customer contact report
 
* Improved wireless broadband service report
 
* Improved wireless broadband service report
 
* Search payments by customer location fields
 
* Search payments by customer location fields
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* Ooma integration
 
* Ooma integration
 
* Acme Packet CDRs
 
* Acme Packet CDRs
 +
* ANI networks CDRs
 
* Extended Vitelity integration with E911 and LNP (porting)
 
* Extended Vitelity integration with E911 and LNP (porting)
 
* Update VoIP Innovations CDR import for new hostname and SSL requirement
 
* Update VoIP Innovations CDR import for new hostname and SSL requirement
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* Integration with [http://csilongwood.com/ Compliance Solutions] tax rating service as an alternative to SureTax or Avalara.
 
* Integration with [http://csilongwood.com/ Compliance Solutions] tax rating service as an alternative to SureTax or Avalara.
 +
* Improved Washington state taxation
 +
* Bulk edit tax rates
  
 
= Quotations =
 
= Quotations =
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= Provisioning exports =
 
= Provisioning exports =
  
 +
* Saisei integration
 
* Expect-style SSH scripting for interacting with remote systems which cannot run scripts (e.g. Cisco routers)
 
* Expect-style SSH scripting for interacting with remote systems which cannot run scripts (e.g. Cisco routers)
* HTTP/HTTPS export hooks for Fiber and DSL services
+
* HTTP/HTTPS export hooks for Fiber, DSL, cable, phone, circuit, hardware and svc_external services
* Saisei integration
 
  
 
= Billing events =
 
= Billing events =
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* Added contact import
 
* Added contact import
 
* Fixed fees
 
* Fixed fees
 +
* Added svc_realestate service for tracking real estate rentals

Revision as of 17:20, 1 January 2019

Notes

This is the changelog for the 4.3 release.

For a more detailed, raw log of changes, see the git log

OS Support

  • Debian 7 (wheezy) support has been dropped. Please upgrade to Debian 8 (jessie) before upgrading to 4.3.
  • Debian 9 (stretch) support has been added.

UI

  • More UI styling and cleanup

Customers

Locations

  • Census block coding: Fix map-based census coding for unknown locations (previously used the US Census service site which is now gone, built an internal re-implementation)
  • Google maps integration fixes for new API key requirements (also need to put a card on file and enable with Google)

Packages

  • In suspension and cancellation popups, show information about which services will be unprovisioned to external systems.
  • Option to carry discounts through package changes
  • Improve bulk package edit UI

Payments

  • Streamlined amount selection UI for payments
  • Use new-style message templates for payment receipts
  • Option for flat credit card surcharge in addition to percentage
  • Option to surcharge for back-office payment processing (i.e. for a pay-by-phone "convenience fee")

Discounts

  • Discounts on one-time charges

Invoices

  • Option to relocate the payment coupon to the top
  • Show taxes per section when using invoice sections
  • Re-factored invoice substitutions to correct multiple edge cases with summaries, fees, sections, custom templates and custom substitutions.

Attachments

  • Optimized attachment upload, allowing larger attachments

Change history

  • Included notes, tags and contact changes

Reporting

  • Include 2018-2019+
  • New customer referral report
  • New customer time span report
  • New future card charges report
  • New event fee report
  • Improved customer contact report
  • Improved wireless broadband service report
  • Search payments by customer location fields
  • Search by number of referred customers and their status
  • Backdate FCC 477 deployment zones
  • Search packages by suspension reasons
  • Added revenue difference to package churn report

VoIP/Telco

  • FreeSWITCH CDRs
  • Asterisk v12 CDRs
  • Ooma integration
  • Acme Packet CDRs
  • ANI networks CDRs
  • Extended Vitelity integration with E911 and LNP (porting)
  • Update VoIP Innovations CDR import for new hostname and SSL requirement
  • Option to mark CDRs for reprocessing when voiding an invoice

Taxation

  • Integration with Compliance Solutions tax rating service as an alternative to SureTax or Avalara.
  • Improved Washington state taxation
  • Bulk edit tax rates

Quotations

  • Add quotation description
  • Show a total first payment possible range for prorated packages
  • PDF and residential quotation fixes
  • Add option for a default close date

Customer self-service

  • Fix self-service contact login
  • Directly change contact passwords in backend without an end-customer reset email
  • New wordpress plugin, for adding self-service functionality to wordpress sites
  • Option to disable changing electronic check information
  • Option to disable package changes per agent

Ticketing

Provisioning exports

  • Saisei integration
  • Expect-style SSH scripting for interacting with remote systems which cannot run scripts (e.g. Cisco routers)
  • HTTP/HTTPS export hooks for Fiber, DSL, cable, phone, circuit, hardware and svc_external services

Billing events

  • New conditions: residential/commercial, number of referred customers, check customer tag (for all event types), contract end date
  • Improved discount action: package class selection, once per customer option
  • Made HTTP/HTTPS POST and email actions available for all event types
  • New actions: add and remove customer tags
  • New action: send SMS (via carrier email gateway)

Misc

  • Fixed customer import
  • Added contact import
  • Fixed fees
  • Added svc_realestate service for tracking real estate rentals