Difference between revisions of "Freeside:1.7:Changelog"

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Revision as of 03:12, 10 January 2009

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Major new features and updates since 1.5.x

  • Major backoffice interface overhaul
  • Access controls: Control access via employee to all aspects of backoffice functionality.
  • Reseller/multi-company virtualization: Allow employee groups to only see virtualized slice of the customer base, optionally with separate merchant accounts and invoice templates.
  • New inventory features (inventory classes and items) and ability to setup manual or automation provisioning of inventory items to services.
  • Credit card encryption and masking
  • Apache2/mod_perl2 support
  • Pg 8.1+ support

User Interface

  • Flyout menu and search frame on each page (works in IE7 as of 1.7.2, and has user pref for side or top location)
  • Most tables de-uglified
  • Main customer view:
    • Customer status and balance displayed up top
    • Payment history only shows 2 (or the configured amount) of years of history, with a link to fold out the rest
    • Simple payment, credit and financial actions are on-page dialogs rather than confusing separate pages
    • More configuration options to control ticket listing
  • New "inactive" customer status for customers with no active packages, but otherwise not suspended or cancelled.
  • "Referring customer" box now accepts name/company/phone in addition to just number, has some AJAX magic to do the search on-the-fly

Resellers

  • Reseller/multi-company virtualization: Allow employee groups to only see virtualized slice of the customer base, optionally with separate merchant accounts and invoice templates
  • Per-reseller virtualized reports
  • Per-reseller virtualized advertising sources

Billing

  • Lots of VoIP CDR/telephony rating work. Very flexible import and rating system to rate and bill Call Detail Records.
  • Configuration switch to base tax off shipping address if present
  • Late fees as a percentage of the late balance in addition to specified dollar amounts
  • Payments and credits are now tracked against specific line items for informational purposes, with a weighting system to control automatic application.
  • Credit card and electronic check batching support overhauled - multiple batches can now be in-transit. This is now a viable option in addition to the real-time processing.

Reporting

  • Package classes have been added with per-class reporting and graphing.
    • Go to Configuration -> Provisioning, Services and packages -> View/Edit package classes and create some classes
    • Go to Configuration -> Provisioning, Services and packages -> View/Edit package definitions, edit the existing package definitions and put them into classes
  • Sales/credit/receipt graph now has options to break down by agent
  • New report: Sales by agent and/or package class (Reports -> Financial -> Sales Report)
  • Per-agent A/R aging (Reports -> Financial -> A/R Aging)
  • All other relevant reports have per-agent options (when the employee has access to multiple agents)
  • Tax report has been overhauled.
  • Many additional options for package reporting
  • New report: Zip code distribution
  • Most reports with customer information now show customer status (reset "cust-fields" configuration value if you've set a custom one)

Exports

  • SWSoft Plesk provisioning
  • Motorola Prizm provisioning

Services

  • svc_phone service

Misc

Developers

  • No more Apache::ASP support, HTML::Mason only
  • service refactor - add a service table with just the schema and svc_ class
  • All installation locations now configurable (no more hardcoded /usr/local/etc/freeside/)