Difference between revisions of "Freeside:4.3:Changelog"

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For a more detailed, raw log of changes, see [http://freeside.biz/gitweb/?p=freeside.git;a=shortlog;h=refs/heads/FREESIDE_4_BRANCH the git log]
 
For a more detailed, raw log of changes, see [http://freeside.biz/gitweb/?p=freeside.git;a=shortlog;h=refs/heads/FREESIDE_4_BRANCH 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.
 +
* Debian 10 (buster) support has been added.
 +
 +
= Employee security =
 +
 +
* Google Authenticator 2FA support for employee logins
  
 
= UI =
 
= UI =
Line 10: Line 20:
  
 
= Customers =
 
= 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
 +
* Release held packages upon unsuspension
 +
* Bulk package cancellation
 +
 +
== 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 ==
 
== Attachments ==
Line 17: Line 57:
 
== Change history ==
 
== Change history ==
  
−
* Included notes and tags
+
* Included notes, tags and contact changes
−
 
 
−
= Discounts =
 
−
 
 
−
* Discounts on one-time charges
 
  
 
= Reporting =
 
= Reporting =
  
 +
* Include 2018, 2019, 2020. and 2021+
 +
* 2022 update for FCC 477 reporting
 
* New customer referral report
 
* 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
 
* Improved wireless broadband service report
 
* Search payments by customer location fields
 
* 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
 +
* Deposit slips
  
 
= VoIP/Telco =
 
= VoIP/Telco =
Line 33: Line 80:
 
* FreeSWITCH CDRs
 
* FreeSWITCH CDRs
 
* Asterisk v12 CDRs
 
* Asterisk v12 CDRs
 +
* Broadsoft R22 CDRs
 +
* Ooma integration
 +
* Acme Packet CDRs
 +
* ANI networks CDRs
 +
* ThinQ CDRs
 +
* TeleAPI 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
+
* Update VoIP Innovations CDR import for new hostname and SSL requirement
 +
* Option to mark CDRs for reprocessing when voiding an invoice
  
 
= Taxation =
 
= Taxation =
  
 
* 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
 +
* Taxation option on pre-discount amounts
  
 
= Quotations =
 
= Quotations =
Line 52: Line 109:
 
* Directly change contact passwords in backend without an end-customer reset email
 
* Directly change contact passwords in backend without an end-customer reset email
 
* New wordpress plugin, for adding self-service functionality to wordpress sites
 
* 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
 
* Option to disable package changes per agent
  
 
= Ticketing =
 
= Ticketing =
  
−
* <strike>Request tracker updated from 4.2.13 to 4.2.14</strike> notyet
+
* Automatically create a customer contact for new ticketing Requestors
 +
* Access control to disable new activity indicator in header
 +
* Added AutoreplyOrCorrespondence template [[https://rt-wiki.bestpractical.com/wiki/AutoreplyOrCorrespondence https://rt-wiki.bestpractical.com/wiki/AutoreplyOrCorrespondence]]
 +
* Added ticket action Quiet Resolve
 +
* Added ability to attach a file to Quick Ticket Creation
 +
* Request Tracker updated from 4.2.13 to <strike>4.2.16</strike> 4.2.14
 
** [http://docs.bestpractical.com/release-notes/rt/4.2.14 4.2.14 Release Notes]
 
** [http://docs.bestpractical.com/release-notes/rt/4.2.14 4.2.14 Release Notes]
 +
** <strike>[http://docs.bestpractical.com/release-notes/rt/4.2.15 4.2.15 Release Notes]</strike> notyet
 +
** <strike>[http://docs.bestpractical.com/release-notes/rt/4.2.16 4.2.16 Release Notes]</strike> notyet
 +
 +
= 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
 +
* Email and RT ticket export hooks for Fiber, DSL and circuit services
  
 
= Billing events =
 
= Billing events =
  
−
* New conditions: residential/commercial, number of referred customers, check customer tag (for all event types)
+
* 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
 
* Improved discount action: package class selection, once per customer option
−
* Made HTTP/HTTPS POST action available for all event types
+
* Made HTTP/HTTPS POST and email actions available for all event types
−
* New action to add a customer tag
+
* New actions: add and remove customer tags
 +
* New action: send SMS (via carrier email gateway)
  
 
= Misc =
 
= Misc =
  
 
* Fixed customer import
 
* Fixed customer import
 +
* Added contact import
 
* Fixed fees
 
* Fixed fees
 +
* Added svc_realestate service for tracking real estate rentals
 +
* API documentation now installed and viewable locally in each installation
 +
* Configuration setting ("dashboard-topnote") to display at the top of the main page

Latest revision as of 16:27, 7 September 2022

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.
  • Debian 10 (buster) support has been added.

Employee security

  • Google Authenticator 2FA support for employee logins

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
  • Release held packages upon unsuspension
  • Bulk package cancellation

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, 2020. and 2021+
  • 2022 update for FCC 477 reporting
  • 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
  • Deposit slips

VoIP/Telco

  • FreeSWITCH CDRs
  • Asterisk v12 CDRs
  • Broadsoft R22 CDRs
  • Ooma integration
  • Acme Packet CDRs
  • ANI networks CDRs
  • ThinQ CDRs
  • TeleAPI 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
  • Taxation option on pre-discount amounts

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
  • Email and RT ticket export hooks for Fiber, DSL and circuit 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
  • API documentation now installed and viewable locally in each installation
  • Configuration setting ("dashboard-topnote") to display at the top of the main page
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