Revision as of 16:48, 21 March 2010

Notes

This is the changelog for the 1.9.2 point release.

For additional changes since 1.7, see Freeside:1.9:Changelog

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

Backend database support

• Schema changes for MySQL compatibility - MySQL doesn't like indexing a text field
• Add freeside-daily -u option to re-enable Pg VACUUMing - starting with 1.9, VACUUMING is not run by default anymore, as auto-vacuum is enabled in most current Pg packages

Billing

Invoices

• Add cust_bill-consolidate_services config option to collapse multiple services into as few lines as possible on invoices
• Fix sub-totals in sectioned invoices
• Fix incompatibility w/invoice_sections vs. cust_bill_pkg.pkgnum -1 "virtual line item" (rare, not created in normal installs)
• Format CDR durations as XXm YYs instead of ZZ.ZZm and improve appearance of CDR records
• Add sections for usage, per svc_phone and ability to fold like line items into one
• Display package locations on invoices, and use for grouping line items.
• Option for due date rather than invoice date on prior unpaid line items
• Option for aging on invoice

Payment gateways

• Add PaymenTech batching scripts for automatic transfer and update PaymentTech batch support
• Add recent gateways to agent gateway selection: Jety, Elavon, SagePay, WorldPay, and fix extra space on PlugnPay, PPIPayMover, Protx
• Added RBC batching support for Royal Bank of Canada ACH Direct Payments Service
• Fix refunds with IPPay
• Use business-onlinepayment-description config in the non-package case

Taxes

• Internal tax system: Bulk tax changes
• Vendor tax system: CCH tax data updates

Misc

• Late fee ability to specify package class in the event instead of a global config, and fix for case when no package class is setup.
• Fix problems sending a package-specific payment receipt when taxes are in use
• Add option to reconcile old unapplied payments as "breakage"
• freeside-daily: Add ability to specify multiple agentnums and disable_cron_billing config option
• Performance improvements on CDR billing
• Have "Bill now" cancel expired (and suspend adjourned) packages, and catch and return errors in all cases.

Ticketing

• Update integrated RT to version 3.6.10
• Fix Makefile RT_SiteConfig.pm substitution
• Fix search box hints clearing from within RT

Customers

• Added links to package and service reports for a customer
• Added option to search on address1
• Added config option to allow apostrophes in invoice email addresses
• Added customer file attachments
• Fix cust_main-package-years config option controlling number of years of old one-time charges to display

Packages

• UI changes to make it impossible to add a start date to a package that already has a setup fee (can still remove an existing start date causing problems)
• Fix initial value of agent types when cloning a package definition
• Package order: fix sort of packages when class selection changes, better filtering of available packages
• Fix bulk package order with one package changing to one new package (was mostly obsoleted by direct change link)

Services

Accounts

• Add customer information to shellcommands and derived exports
• Fix removing a flag from a service definition column
• Fix problems using inventory for UID and other fields controlled by check subs in svc_acct, svc_www, svc_domain and svc_forward
• Add overlimit_groups agent-specific config, overriding export-specific overlimit_groups
• Add default-password-encoding option to encrypt passwords upon entry
• RADIUS exports: Add Cleartext-Password option to radius-password configuration setting
• Fix time/bandwidth restrictions getting double added if using rollover and the service is provisioned before first billing from the backend

VoIP

PBX services (svc_pbx)

• New svc_pbx service for tracking customer PBXes
• Phone numbers/DIDs (svc_phone) and users (svc_acct) can be linked to PBXes

Thirdlane support

• Integration with the Thirdlane multi-tenant PBX

CDRs

• Netsapiens CDR format and import script
• Sansay CDR import fixes

Misc

• Fix searching and viewing non-svc_acct unlinked services
• Fix problems using inventory for UID and other fields controlled by check subs in svc_acct, svc_www, svc_domain and svc_forward
• Fix searching for service phone numbers and strip punctuation and country code if present
• Add "Always put usage details in separate section" option for termination charging.

Self-service

• A bunch of new easy skinning options available from backend config, without editing templates
• Per-agent skinning without keeping multiple copies of the templates
• Don't show duplicate 'Credit card' or 'Check' choices even when signup_server-payby has CARD & DCRD (or CHEK & DCHK) set
• Fix "unknown package" error on package orders
• Fix "Insecure dependency in require" on signup - use modules in signup.cgi instead of template
• Add apply option to realtime_collect API function
• Fix usage details pulling from wrong account for customers who have multiple accounts

Reporting

Customer report

• Add ability to search on "payment expiration before"
• Add ability to search on invoice terms

Package report

• Add "not yet billed" status
• Fix customer address fields

Invoice report

• Add ability to search on ranges of charged and/or owed

Payment and Refund reports

• Add refund report
• Add ability to search by employee to payment/refund reports

Sales report

• Add average per customer option
• Line item detail: separate out the invoice and payment info into multiple columns, and fix application date showing as payment date

Event report

• More reporting options for failed events.
• Fix report w/ selection of customer status

Misc

• Fix agent link in unused prepaid card report
• Form 477 reporting improvements
• Fix for termination reporting under Pg 8.3+
• Proper CDR batch table speeds up CDR reporting
• Fix filename for Excel report export
• Fix MIME type for CSV files

Misc

• Fix inventory upload
• Have freeside-queued be more resilient when the database has gone away
• Fix package category upgrades
• Quick payment entry fixes browser-remembered results for customers subsequently UPPERCASED by USPS validation.
• "Time worked" enhancements: date selection for time worked queue, reporting
• Add cust_pkg-change_pkgpart-bill_now option to bill the new package immediately on package changes. Useful for prepaid situations with RADIUS where an Expiration attribute based on the package must be present at all times
• Add queued-sleep_time config option
• On upgrades, output SQL statements as they're run instead of all at once
• Start reorganizing Configuration->Settings sections
• Update overlibmws to upstream v281 (jan 20, 2010)