Difference between revisions of "Freeside:1.9:Changelog"

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= Major new features and updates since 1.7.x/1.8.x =
+
= Notes =
 +
 
 +
For a more detailed, raw log of changes, see [http://freeside.biz/cgi-bin/viewvc.cgi/freeside/ChangeLog?view=markup  the source ChangeLog]
 +
 
 +
= Ticketing =
 +
 
 +
* Request Tracker ticketing system updated to version 3.6.
 +
* Ticketing now fully integrated into our menus
 +
 
 +
= Billing =
  
 
* New billing event system replaces invoice events
 
* New billing event system replaces invoice events
−
(written by Ivan Kohler, sponsored by United Online)
+
* Set the displayed name for follow-up notices from the event rather than proliferating templates
−
* RT updated to version 3.6.
+
* Invoice typesetting overhaul with invoice sections, payment coupon, leading summary page options
−
(from upstream Best Practical LLC)
+
* Rewrote and enhanced customer-to-customer referral system (see [[Freeside:1.9:Documentation:Administration:Referral_credits|Referral credits]])
−
* New config editor, config stored in database
+
* Ability to use USPS address standardization
−
(written by Jeff Finucane, sponsored by Freeside Internet Services, Inc.)
+
* Ability to use CCH taxation data
 +
* Add base_rate price plan.
 +
* Per-customer "Invoice terms" override
 +
* Quick payment entry running total
 +
* Add reporting & resolution interface for transactions for which no payment gateray response is received
 +
* Add options to one time charges for tax setup, future billing date, invoice terms
 +
* Fix tax reporting for more complex situations with counties and taxclasses, make taxable line items clickable
 +
* Third-party payment processor support (redirecting customer browser to the payment processor web site)
 +
* Add ability to make manual tax adjustments to show up on future customer invoices
 +
* Automatic returned check processing, when supported by processor and B:OP module
 +
* Refactored batch processing to enable "plug-in" of batch processors like real-time processors
 +
* Added Paymentech batching
 +
 
 +
= Employees =
 +
 
 +
* Reorganized ACL edit page into sections
 +
 
 +
= Resellers (Agents) =
 +
 
 +
* More complete agent virtualization, especially self-configuration. Company name, logo, address, package definitions, etc.
 +
* Access groups from agent edit
 +
* Agent wholesale charging (associate master customer with agent, use cost fields in package definition)
 +
 
 +
= Customers =
 +
 
 +
* Reworked customer view into sections
 +
* Added ability to view customer change history
 +
* Added ability to upload files attached to customer record
 +
* Expanded "First package" ability to handle more kinds of packages including those with phone services.
 +
 
 +
= Packages =
 +
 
 +
== Customer packages ==
 +
 
 +
* Customer package order now categorizes packages into classes, to more easily find the desired package
 +
* Add option for a future start date on package orders
 +
* Customers may now have different locations per-package
 +
* Old packages now hidden by default on customer view
 +
* Experimental per-package balances
 +
 
 +
== Package definitions ==
 +
 
 +
* Rewrote package definition edit.
 +
* Added pricing add-ons (displayed separated, or bundled as a single line item)
 +
* Added service add-ons.
 +
* Package categories to group package classes
 +
* Package definition browse enhancements: hide/show one-time charges
 +
* Flag custom package definitions
 +
 
 +
= Services =
 +
 
 +
* Service definition now includes editing of the labels used for each field.
 +
 
 +
== Accounts ==
 +
 
 +
* Password encoding overhaul (see [[Freeside:1.9:Documentation:Administration:svc_acct:_password_encoding|Password encoding in 1.9]])
 +
* Add option to run shellcommands immediately and abort provisioning on errors.
 +
 
 +
== Domains ==
 +
 
 +
* Add TLD checking.
 +
 
 +
== Broadband ==
 +
 
 +
* Agent-virtualized address blocks and routers
 +
* coordinates can be negative
 +
* Fixed bugs in Prizm export and updated for new Prizm version.
 +
* Soma Networks integration
 +
* Allow null IP address
 +
* Ping tool
 +
 
 +
== VoIP ==
 +
 
 +
=== Billing ===
 +
 
 +
* Better prepaid support: "pickup and bill" daemon, roll-up statements, API hooks.
 +
* Many new options in VoIP price plan
 +
* Per-destination usage classes for reporting and taxation purposes
 +
* Updated matching for toll-free prefixes
 +
* Added ability to copy rates between regions
 +
* Wholesale billing for VoIP termination
 +
* Prorating and subscription options in addition to anniversary
 +
* Rate download/edit/upload Excel spreadhseet
 +
* Add single_price option to do do one per-minute price without rate tables
 +
* Added option to bill outstanding usage when cancelling
 +
 
 +
=== CDRs ===
 +
 
 +
* Better display of CDRs on invoices, and additional formatting options
 +
* More CDR search options, and ability to bulk delete and/or rebill
 +
* Added additional CDR formats: Bell West, Broadsoft, Indosoft, Sansay, Transnexus, Troop, Vitelity
 +
* CDR retrieval by FTP/SFTP/TFTP
 +
* CDR rewrite daemon for rewriting Asterisk forwarded calls to be billable
 +
 
 +
=== Misc ===
 +
 
 +
* Tracking of devices and MAC addresses
 +
* GlobalPOPs integration including DID availability
 +
* Revived RADIUS VoIP support, added export, usage retrieval, rlm_perl hook for prepaid
 +
* Internal DID inventory and availability checking
 +
* Added ability to provision to: Vitelity, Netsapiens
 +
 
 +
= Self-service =
 +
 
 +
* Phone number + PIN login option
 +
* Call detail viewing
 +
* Usage viewing
 +
* Address changes
 +
* Ordering and provisioning phone services
 +
* Ability to skin self-service from backend config without editing multiple HTML templates
 +
* International credit card payments
 +
* Pass IP address in from signup page to payment gateways which accept it.
 +
* Include Asterisk-aware self-service page based on ARI.
 +
* Include example java glue to talk to XML-RPC self-service.
 +
 
 +
= Reporting =
 +
 
 +
* FCC Form 477 reporting
 +
* Unapplied payment report with date breakdown like receivables report
 +
* Voided payment report
 +
* Added rated call sales report and option to sales report to count usage separately from recurring
  
−
= Minor stuff =
+
= Misc =
  
−
* Per-customer "Invoice terms" override
+
* New config editor, config stored in database
 +
* Freeside-to-Freeside provisioning export to offer services to other Freeside instances.
 +
* Better Nomadix integration
 
* Per-employee vonage integration
 
* Per-employee vonage integration
−
* More?  check CVS logs
+
* Initial implementation of usage tracking for consulting using RT TimeWorked

Latest revision as of 00:27, 11 October 2009

Notes

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

Ticketing

  • Request Tracker ticketing system updated to version 3.6.
  • Ticketing now fully integrated into our menus

Billing

  • New billing event system replaces invoice events
  • Set the displayed name for follow-up notices from the event rather than proliferating templates
  • Invoice typesetting overhaul with invoice sections, payment coupon, leading summary page options
  • Rewrote and enhanced customer-to-customer referral system (see Referral credits)
  • Ability to use USPS address standardization
  • Ability to use CCH taxation data
  • Add base_rate price plan.
  • Per-customer "Invoice terms" override
  • Quick payment entry running total
  • Add reporting & resolution interface for transactions for which no payment gateray response is received
  • Add options to one time charges for tax setup, future billing date, invoice terms
  • Fix tax reporting for more complex situations with counties and taxclasses, make taxable line items clickable
  • Third-party payment processor support (redirecting customer browser to the payment processor web site)
  • Add ability to make manual tax adjustments to show up on future customer invoices
  • Automatic returned check processing, when supported by processor and B:OP module
  • Refactored batch processing to enable "plug-in" of batch processors like real-time processors
  • Added Paymentech batching

Employees

  • Reorganized ACL edit page into sections

Resellers (Agents)

  • More complete agent virtualization, especially self-configuration. Company name, logo, address, package definitions, etc.
  • Access groups from agent edit
  • Agent wholesale charging (associate master customer with agent, use cost fields in package definition)

Customers

  • Reworked customer view into sections
  • Added ability to view customer change history
  • Added ability to upload files attached to customer record
  • Expanded "First package" ability to handle more kinds of packages including those with phone services.

Packages

Customer packages

  • Customer package order now categorizes packages into classes, to more easily find the desired package
  • Add option for a future start date on package orders
  • Customers may now have different locations per-package
  • Old packages now hidden by default on customer view
  • Experimental per-package balances

Package definitions

  • Rewrote package definition edit.
  • Added pricing add-ons (displayed separated, or bundled as a single line item)
  • Added service add-ons.
  • Package categories to group package classes
  • Package definition browse enhancements: hide/show one-time charges
  • Flag custom package definitions

Services

  • Service definition now includes editing of the labels used for each field.

Accounts

  • Password encoding overhaul (see Password encoding in 1.9)
  • Add option to run shellcommands immediately and abort provisioning on errors.

Domains

  • Add TLD checking.

Broadband

  • Agent-virtualized address blocks and routers
  • coordinates can be negative
  • Fixed bugs in Prizm export and updated for new Prizm version.
  • Soma Networks integration
  • Allow null IP address
  • Ping tool

VoIP

Billing

  • Better prepaid support: "pickup and bill" daemon, roll-up statements, API hooks.
  • Many new options in VoIP price plan
  • Per-destination usage classes for reporting and taxation purposes
  • Updated matching for toll-free prefixes
  • Added ability to copy rates between regions
  • Wholesale billing for VoIP termination
  • Prorating and subscription options in addition to anniversary
  • Rate download/edit/upload Excel spreadhseet
  • Add single_price option to do do one per-minute price without rate tables
  • Added option to bill outstanding usage when cancelling

CDRs

  • Better display of CDRs on invoices, and additional formatting options
  • More CDR search options, and ability to bulk delete and/or rebill
  • Added additional CDR formats: Bell West, Broadsoft, Indosoft, Sansay, Transnexus, Troop, Vitelity
  • CDR retrieval by FTP/SFTP/TFTP
  • CDR rewrite daemon for rewriting Asterisk forwarded calls to be billable

Misc

  • Tracking of devices and MAC addresses
  • GlobalPOPs integration including DID availability
  • Revived RADIUS VoIP support, added export, usage retrieval, rlm_perl hook for prepaid
  • Internal DID inventory and availability checking
  • Added ability to provision to: Vitelity, Netsapiens

Self-service

  • Phone number + PIN login option
  • Call detail viewing
  • Usage viewing
  • Address changes
  • Ordering and provisioning phone services
  • Ability to skin self-service from backend config without editing multiple HTML templates
  • International credit card payments
  • Pass IP address in from signup page to payment gateways which accept it.
  • Include Asterisk-aware self-service page based on ARI.
  • Include example java glue to talk to XML-RPC self-service.

Reporting

  • FCC Form 477 reporting
  • Unapplied payment report with date breakdown like receivables report
  • Voided payment report
  • Added rated call sales report and option to sales report to count usage separately from recurring

Misc

  • New config editor, config stored in database
  • Freeside-to-Freeside provisioning export to offer services to other Freeside instances.
  • Better Nomadix integration
  • Per-employee vonage integration
  • Initial implementation of usage tracking for consulting using RT TimeWorked
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