Difference between revisions of "Freeside:2.1.2:Changelog"

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(→‎Taxation)
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== Taxation ==
 
== Taxation ==
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=== Internal taxation ===
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* Improve tax edit UI: allow removal of individual cities and counties, addition of new cities and counties
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 +
=== Vendor data (CCH) taxation ===
  
 
* Package locations now supported with vendor-data (CCH) taxation
 
* Package locations now supported with vendor-data (CCH) taxation

Revision as of 00:35, 30 January 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

Billing

Invoicing

  • 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

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.
  • Reprocess termination CDRs from the web interface

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-datga (CCH) tax report

Billing events

  • Add an individual package cancel action in addition to the customer cancel action
  • 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" on custom field dates

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

Self-service

  • 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

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

  • Exports now have names
  • RADIUS export option to use the radusergroup table
  • rt_ticket export to create a ticket on service changes
  • HTTP export for accounts (svc_acct) and additional options for HTTP exports
  • Vitelity provisioning
  • OpenSIPS provisioning
  • Fix VoIP Innovations (formerly GlobalPOPs VoIP) provisioning DID selection for new API
  • svc_broadband shell commands export

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
  • Move telephony-related config settings into their own section
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