Difference between revisions of "Freeside:2.1.2:Changelog"

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(New page: = Notes = This is the changelog for the 2.1.2 release. For a more detailed, raw log of changes, see [http://freeside.biz/cgi-bin/viewvc.cgi/freeside/ChangeLog?view=markup the source Chan...)
 
m (Reverted edits by RaginiSouren (Talk); changed back to last version by Ivan)
 
(108 intermediate revisions by 2 users not shown)
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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]
 +
 +
= Card storage =
 +
 +
* Support for live [http://cardfortress.com/ CardFortress] remote credit card storage.
 +
 +
= Internationalization =
 +
 +
* Uumlauts/accents and other non-English punctuation supported in names
 +
* date_format_long configuration setting for showing "1 Feb 2011" instead of "Feb 1st, 2011" (on invoices)
 +
 +
= Prospects =
 +
 +
* Contact edit now includes one-line phone & email
 +
* Preliminary business card scan -> prospect tool
 +
 +
= Message templates =
 +
 +
* Fix templated notices
 +
* Avoid sending duplicated notices from package search
 +
 +
= Customers =
 +
 +
* Customer search improvements: don't return fuzzy results if an exact match is found, add tag and address search to advanced customer search
 +
* Display any pending payments in payment history
 +
* Format date fields in change history
 +
* Implement customer merge
 +
* Customer accounting summary report
 +
* Customer note classes and option for multiple notes tabs
 +
 +
= Packages =
 +
 +
* Pro-rating option to charge the next full month in addition to the current partial month
 +
* Option to bill packages while suspended
 +
* Contract end dates
 +
* Order dates
 +
* Summary display of packages with lots of services
 +
* Prevent adding a package definition onto itself
 +
* Fix package definition report to break down not yet billed vs. active package counts
 +
* Bulk package definition changes
 +
* Package definitions allow hiding of specific services
 +
* Separate options for package credit on cancel vs. package change
 +
* Location edits
 +
* Show package pricing on customer package view
 +
* Prevent all-too-common mistake of editing package dates manually to have a start date and a setup date
  
 
= Billing =
 
= Billing =
  
== Packages ==
+
== Invoicing ==
 +
 
 +
* Add barcode option to invoices
 +
* Add prorate option to prorate to the full day instead of to the second
 +
* Fix wrapping of CDRs view under Internet Explorer
 +
* Fix wide CDR display formats on typeset invoices
 +
* Fix redisplay of services in bundled packages
 +
* Add Net 90 and Net 21 terms
 +
* Add option for summary display of phone number/DID activity
 +
* Option to show credit balance on invoices
 +
 
 +
== Discounts ==
 +
 
 +
* Enable discounts on prices fetched with sql_external
 +
* Add option to show items which are discounted 100%
  
* Prevent adding a package definition onto itself
+
== CDRs ==
 +
 
 +
* Add OpenSIPS import
 +
* Add VoipNow import
 +
* Display links to CDRs on PBX services
 +
* Display links to all of a customer's CDRs on customer view
 +
* Add Telos XML and CSV formats
 +
* Add Enswitch CDR format
 +
* Reprocess termination CDRs from the web interface
 +
* Import CDRs from Vitelity API
  
 
== Payments ==
 
== Payments ==
  
 +
* Add email link to payment receipts
 
* Add "capture" links to pending payments in captured state
 
* Add "capture" links to pending payments in captured state
 +
* Display both original and voiding user for voided payments
 +
* Separate the ACLs for posting/processing check, cash, credit card and electronic check payments.
 +
* Fix ACH with savings accounts
 +
 +
== Taxation ==
 +
 +
=== Internal taxation ===
 +
 +
* Improve tax edit UI: allow removal of individual cities and counties, addition of new cities and counties
 +
 +
=== Vendor data (CCH) taxation ===
 +
 +
* Package locations now supported with vendor-data (CCH) taxation
 +
* Fix line item report when linked from vendor-data (CCH) tax report
 +
 +
== Billing events ==
 +
 +
* Add events for individual package suspend and cancel actions in addition to the customer ones
 +
* Event edit UI now enforces required reasons
 +
 +
== Misc ==
 +
 +
* Add TD EFT batch format
 +
* Fix freeside-daily error with MySQL
 +
* Fix edge cases with MySQL on customer, account and ticket searches
 +
* Fix late fees being applied a month late in some cases
 +
* More performance improvements billing large customer bases.
 +
 +
= Ticketing =
 +
 +
* Add a mandatory option to custom fields
 +
* Add "DisplayTicketAfterQuickCreate" config option and per-user preference
 +
* Select queue when creating child tickets
 +
* Automatically create ticket on custom field change
 +
* Add "time to resolve" to ticket result fields
 +
* Ticket search allows selection of customer fields: Agent, customer class, customer tags
 +
* Re-integrate RTx-Statistics
 +
* Add search options for "this month" and "last month" on custom field dates
 +
* Option to include resolved tickets in simple ticket search
 +
* Option to override Requestor: in new tickets
 +
 +
= Reporting =
 +
 +
* Sort reports by any field by clicking on the header
 +
* Sales tax report now supports Excel download like most other reports
 +
* Better reporting on phone number (DID) inventory
 +
* Unprovisioned services by type report
 +
* DID availability/inventory/provisioning report
 +
* Fix color/link alignment on package report
 +
* Discount reports
 +
 +
= Self-service =
 +
 +
* New signup and self-service default skin
 +
* Hotspot/prepaid card self-service signup without full customer info
 +
* Fix self-service payments
 +
* Allow self-service suspensions
 +
* New self-service features: payment history, open trouble tickets, view ticket history, reply to tickets
 +
* Large customer options for summary package view and separation of self-service logins from other services
 +
* New self-service features for phone numbers/DIDs: view availability, bulk orders, schedule LNP port-ins
 +
 +
= Reseller API =
 +
 +
* Add check_username, suspend_username and unsuspend_username to reseller API
 +
* Created [http://www.freeside.biz/mediawiki/index.php/Freeside:1.9:Documentation:Developer:SelfService:Reseller Reseller API documentation] page
 +
 +
= Services =
 +
 +
== Phone numbers ==
 +
 +
* Add LNP (local number portability) tracking features to svc_phone
 +
* Populate MAC addresses from inventory for svc_phone devices
 +
* Add bulk DID vendor ordering and tracking
 +
 +
== Certificates ==
 +
 +
* Add svc_cert for SSL certificates
 +
 +
== Domains ==
 +
 +
* Finish DNS editing improvements
 +
* Hide Communigate fields when there's no Communigate export
 +
* Support .au registrations with OpenSRS in addition to gTLDs / vanity ccTLDs
 +
 +
== Accounts ==
 +
 +
* Default "Edit usage" ACL off for new installs to hide the not-often-used usage fields
 +
* Hide Communigate fields  when there's no Communigate export
 +
 +
= Exports =
 +
 +
== New exports ==
 +
 +
* Vitelity provisioning
 +
* OpenSIPS provisioning
 +
* Google email provisioning
 +
* rt_ticket export to create a ticket on service changes
 +
* HTTP export for accounts (svc_acct) and additional options for HTTP exports
 +
* svc_broadband shell commands export
 +
 +
== Export changes ==
 +
 +
* Exports now have names
 +
* RADIUS export option to use the radusergroup table
 +
* Fix VoIP Innovations (formerly GlobalPOPs VoIP) provisioning DID selection for new API
 +
 +
= Upgrade =
 +
 +
* More upgrade fixes for old datasets (ignore banned ACH on otaker upgrade, also cust_bill_pkg_detail, cust_pay fixes)
  
 
= Misc =
 
= Misc =
  
 
* Add lock_agentnum and lock_pkgpart parameters to new customer page
 
* Add lock_agentnum and lock_pkgpart parameters to new customer page
 +
* Add cust_main-status_module config setting to control whether "Inactive" status shows instead of "Suspended" or "Canceled" when the customer had one-time charges
 +
* Fix "URL Limit exceeded" on Quick Payment Entry when a large number of entries are being made and an error occurs
 +
* Show customer balance on Quick Payment Entry
 +
* Move telephony-related config settings into their own section

Latest revision as of 12:02, 30 September 2011

Notes

This is the changelog for the 2.1.2 release.

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

Card storage

Internationalization

  • Uumlauts/accents and other non-English punctuation supported in names
  • date_format_long configuration setting for showing "1 Feb 2011" instead of "Feb 1st, 2011" (on invoices)

Prospects

  • Contact edit now includes one-line phone & email
  • Preliminary business card scan -> prospect tool

Message templates

  • Fix templated notices
  • Avoid sending duplicated notices from package search

Customers

  • Customer search improvements: don't return fuzzy results if an exact match is found, add tag and address search to advanced customer search
  • Display any pending payments in payment history
  • Format date fields in change history
  • Implement customer merge
  • Customer accounting summary report
  • Customer note classes and option for multiple notes tabs

Packages

  • Pro-rating option to charge the next full month in addition to the current partial month
  • Option to bill packages while suspended
  • Contract end dates
  • Order dates
  • Summary display of packages with lots of services
  • Prevent adding a package definition onto itself
  • Fix package definition report to break down not yet billed vs. active package counts
  • Bulk package definition changes
  • Package definitions allow hiding of specific services
  • Separate options for package credit on cancel vs. package change
  • Location edits
  • Show package pricing on customer package view
  • Prevent all-too-common mistake of editing package dates manually to have a start date and a setup date

Billing

Invoicing

  • Add barcode option to invoices
  • Add prorate option to prorate to the full day instead of to the second
  • Fix wrapping of CDRs view under Internet Explorer
  • Fix wide CDR display formats on typeset invoices
  • Fix redisplay of services in bundled packages
  • Add Net 90 and Net 21 terms
  • Add option for summary display of phone number/DID activity
  • Option to show credit balance on invoices

Discounts

  • Enable discounts on prices fetched with sql_external
  • Add option to show items which are discounted 100%

CDRs

  • Add OpenSIPS import
  • Add VoipNow import
  • Display links to CDRs on PBX services
  • Display links to all of a customer's CDRs on customer view
  • Add Telos XML and CSV formats
  • Add Enswitch CDR format
  • Reprocess termination CDRs from the web interface
  • Import CDRs from Vitelity API

Payments

  • Add email link to payment receipts
  • Add "capture" links to pending payments in captured state
  • Display both original and voiding user for voided payments
  • Separate the ACLs for posting/processing check, cash, credit card and electronic check payments.
  • Fix ACH with savings accounts

Taxation

Internal taxation

  • Improve tax edit UI: allow removal of individual cities and counties, addition of new cities and counties

Vendor data (CCH) taxation

  • Package locations now supported with vendor-data (CCH) taxation
  • Fix line item report when linked from vendor-data (CCH) tax report

Billing events

  • Add events for individual package suspend and cancel actions in addition to the customer ones
  • Event edit UI now enforces required reasons

Misc

  • Add TD EFT batch format
  • Fix freeside-daily error with MySQL
  • Fix edge cases with MySQL on customer, account and ticket searches
  • Fix late fees being applied a month late in some cases
  • More performance improvements billing large customer bases.

Ticketing

  • Add a mandatory option to custom fields
  • Add "DisplayTicketAfterQuickCreate" config option and per-user preference
  • Select queue when creating child tickets
  • Automatically create ticket on custom field change
  • Add "time to resolve" to ticket result fields
  • Ticket search allows selection of customer fields: Agent, customer class, customer tags
  • Re-integrate RTx-Statistics
  • Add search options for "this month" and "last month" on custom field dates
  • Option to include resolved tickets in simple ticket search
  • Option to override Requestor: in new tickets

Reporting

  • Sort reports by any field by clicking on the header
  • Sales tax report now supports Excel download like most other reports
  • Better reporting on phone number (DID) inventory
  • Unprovisioned services by type report
  • DID availability/inventory/provisioning report
  • Fix color/link alignment on package report
  • Discount reports

Self-service

  • New signup and self-service default skin
  • Hotspot/prepaid card self-service signup without full customer info
  • Fix self-service payments
  • Allow self-service suspensions
  • New self-service features: payment history, open trouble tickets, view ticket history, reply to tickets
  • Large customer options for summary package view and separation of self-service logins from other services
  • New self-service features for phone numbers/DIDs: view availability, bulk orders, schedule LNP port-ins

Reseller API

Services

Phone numbers

  • Add LNP (local number portability) tracking features to svc_phone
  • Populate MAC addresses from inventory for svc_phone devices
  • Add bulk DID vendor ordering and tracking

Certificates

  • Add svc_cert for SSL certificates

Domains

  • Finish DNS editing improvements
  • Hide Communigate fields when there's no Communigate export
  • Support .au registrations with OpenSRS in addition to gTLDs / vanity ccTLDs

Accounts

  • Default "Edit usage" ACL off for new installs to hide the not-often-used usage fields
  • Hide Communigate fields when there's no Communigate export

Exports

New exports

  • Vitelity provisioning
  • OpenSIPS provisioning
  • Google email provisioning
  • rt_ticket export to create a ticket on service changes
  • HTTP export for accounts (svc_acct) and additional options for HTTP exports
  • svc_broadband shell commands export

Export changes

  • Exports now have names
  • RADIUS export option to use the radusergroup table
  • Fix VoIP Innovations (formerly GlobalPOPs VoIP) provisioning DID selection for new API

Upgrade

  • More upgrade fixes for old datasets (ignore banned ACH on otaker upgrade, also cust_bill_pkg_detail, cust_pay fixes)

Misc

  • Add lock_agentnum and lock_pkgpart parameters to new customer page
  • Add cust_main-status_module config setting to control whether "Inactive" status shows instead of "Suspended" or "Canceled" when the customer had one-time charges
  • Fix "URL Limit exceeded" on Quick Payment Entry when a large number of entries are being made and an error occurs
  • Show customer balance on Quick Payment Entry
  • Move telephony-related config settings into their own section