Difference between revisions of "Freeside:2.1.2:Changelog"
From Freeside
(→Self-service) |
m (Reverted edits by RaginiSouren (Talk); changed back to last version by Ivan) |
||
(49 intermediate revisions by 2 users not shown) | |||
Line 5: | Line 5: | ||
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. | * Support for live [http://cardfortress.com/ CardFortress] remote credit card storage. | ||
Line 12: | Line 12: | ||
* Uumlauts/accents and other non-English punctuation supported in names | * 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 = | = Prospects = | ||
Line 29: | Line 30: | ||
* Format date fields in change history | * Format date fields in change history | ||
* Implement customer merge | * Implement customer merge | ||
+ | * Customer accounting summary report | ||
+ | * Customer note classes and option for multiple notes tabs | ||
= Packages = | = Packages = | ||
Line 35: | Line 38: | ||
* Option to bill packages while suspended | * Option to bill packages while suspended | ||
* Contract end dates | * Contract end dates | ||
+ | * Order dates | ||
* Summary display of packages with lots of services | * Summary display of packages with lots of services | ||
* Prevent adding a package definition onto itself | * Prevent adding a package definition onto itself | ||
Line 40: | Line 44: | ||
* Bulk package definition changes | * Bulk package definition changes | ||
* Package definitions allow hiding of specific services | * 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 = | ||
Line 45: | Line 53: | ||
== Invoicing == | == Invoicing == | ||
+ | * Add barcode option to invoices | ||
* Add prorate option to prorate to the full day instead of to the second | * Add prorate option to prorate to the full day instead of to the second | ||
* Fix wrapping of CDRs view under Internet Explorer | * Fix wrapping of CDRs view under Internet Explorer | ||
+ | * Fix wide CDR display formats on typeset invoices | ||
* Fix redisplay of services in bundled packages | * Fix redisplay of services in bundled packages | ||
* Add Net 90 and Net 21 terms | * 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 == | == CDRs == | ||
+ | * Add OpenSIPS import | ||
+ | * Add VoipNow import | ||
* Display links to CDRs on PBX services | * Display links to CDRs on PBX services | ||
* Display links to all of a customer's CDRs on customer view | * Display links to all of a customer's CDRs on customer view | ||
− | * Add Telos XML and CSV formats | + | * Add Telos XML and CSV formats |
+ | * Add Enswitch CDR format | ||
+ | * Reprocess termination CDRs from the web interface | ||
+ | * Import CDRs from Vitelity API | ||
== Payments == | == Payments == | ||
Line 62: | Line 84: | ||
* Display both original and voiding user for voided payments | * Display both original and voiding user for voided payments | ||
* Separate the ACLs for posting/processing check, cash, credit card and electronic check payments. | * Separate the ACLs for posting/processing check, cash, credit card and electronic check payments. | ||
+ | * Fix ACH with savings accounts | ||
== Taxation == | == 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 | * Package locations now supported with vendor-data (CCH) taxation | ||
− | * Fix line item report when linked from vendor- | + | * Fix line item report when linked from vendor-data (CCH) tax report |
== Billing events == | == Billing events == | ||
− | * Add | + | * Add events for individual package suspend and cancel actions in addition to the customer ones |
* Event edit UI now enforces required reasons | * Event edit UI now enforces required reasons | ||
Line 90: | Line 119: | ||
* Ticket search allows selection of customer fields: Agent, customer class, customer tags | * Ticket search allows selection of customer fields: Agent, customer class, customer tags | ||
* Re-integrate RTx-Statistics | * 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 = | = Reporting = | ||
Line 96: | Line 128: | ||
* Sales tax report now supports Excel download like most other reports | * Sales tax report now supports Excel download like most other reports | ||
* Better reporting on phone number (DID) inventory | * 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 = | = Self-service = | ||
+ | * New signup and self-service default skin | ||
+ | * Hotspot/prepaid card self-service signup without full customer info | ||
* Fix self-service payments | * Fix self-service payments | ||
* Allow self-service suspensions | * Allow self-service suspensions | ||
Line 111: | Line 149: | ||
= Services = | = 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 | * Add svc_cert for SSL certificates | ||
+ | |||
+ | == Domains == | ||
+ | |||
* Finish DNS editing improvements | * Finish DNS editing improvements | ||
− | * Hide Communigate fields | + | * 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 | * 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 = | = 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 | * Exports now have names | ||
* RADIUS export option to use the radusergroup table | * RADIUS export option to use the radusergroup table | ||
− | * | + | * Fix VoIP Innovations (formerly GlobalPOPs VoIP) provisioning DID selection for new API |
− | |||
− | |||
= Upgrade = | = Upgrade = | ||
Line 132: | Line 195: | ||
* 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 | + | * 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
Contents
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
- Support for live 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
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
- Add check_username, suspend_username and unsuspend_username to reseller API
- Created 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
- 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