Difference between revisions of "Freeside:1.7.3:Changelog"

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(changes since 8/1)
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For a full list of changes since 1.5.x, see [[Freeside:1.7:Changelog]]
 
For a full list of changes since 1.5.x, see [[Freeside:1.7:Changelog]]
 +
  
 
== License ==
 
== License ==
Line 12: Line 13:
  
 
If you sell or provide access to the Freeside back-office interface to parties outside your organization or company, please note your new obligations under the AGPL.  Specifically, [http://www.ikano.com/ps-business-rules-platform.asp providing hosted access to modified Freeside versions without providing the corresponding source code] is explicitly prohibited.
 
If you sell or provide access to the Freeside back-office interface to parties outside your organization or company, please note your new obligations under the AGPL.  Specifically, [http://www.ikano.com/ps-business-rules-platform.asp providing hosted access to modified Freeside versions without providing the corresponding source code] is explicitly prohibited.
 +
 +
 +
== Backend database support ==
 +
* MySQL (v4.1 or later, v5 recommended) is now supported as a backend database.  DBIx::DBSchema 0.35 or later is required.
 +
  
 
== Trouble ticketing ==
 
== Trouble ticketing ==
 
* Several RT addons have been incorporated: Statistics, ActivityReports, WebCronTool
 
* Several RT addons have been incorporated: Statistics, ActivityReports, WebCronTool
 +
* Added a link to a customer's resolved tickets to the ticket section of the customer view page
 
* Fixed custom priority field options
 
* Fixed custom priority field options
 
* Don't display ticket search box for installs without trouble ticketing.
 
* Don't display ticket search box for installs without trouble ticketing.
 +
* Prevent Text::Quoted from being used to format ticket display even if it is installed; it is slow, unreliable and can segfault.
 +
* Fix CSS visual glitch on "Ticketing main"
 +
  
 
== Signup and customer self-service ==
 
== Signup and customer self-service ==
* XML-RPC API for all signup and self-service functionality allows access to signup functions from PHP and other languages.
+
* XML-RPC API for all signup and self-service functionality allows access to signup functions from PHP and other languages. A PHP class and examples are available in fs_selfservice/php/
 
* Huge speedup on signup page (cache signup data).
 
* Huge speedup on signup page (cache signup data).
 
* Customers can now view their own data transferred in addition to time online.
 
* Customers can now view their own data transferred in addition to time online.
 
* Restored "(none)" choice to first package select.
 
* Restored "(none)" choice to first package select.
 
* Pass along the remote IP address from selfservice to the backend processing against the payment gateway
 
* Pass along the remote IP address from selfservice to the backend processing against the payment gateway
 +
* Added "process_payment_order_pkg" method for one-step payment and package ordering, facilitating use of self-service API in a shopping cart environment.
 
* Fixed signup bug causing all advertising sources to show up when promotional codes are used in conjunction with a multiple-reseller install with reseller-specific advertising sources.
 
* Fixed signup bug causing all advertising sources to show up when promotional codes are used in conjunction with a multiple-reseller install with reseller-specific advertising sources.
 +
* In example HTML templates, fixed visual glitch in menu-bar border.
 +
* Added a configuration option to change self-service session timeout; useful for self-service API usage.
 +
  
 
== Reports ==
 
== Reports ==
 +
* New advanced customer report
 
* New package churn report and graph showing orders, suspensions and cancellations over time.
 
* New package churn report and graph showing orders, suspensions and cancellations over time.
 
* Add Excel and CSV download options for all graph reports.
 
* Add Excel and CSV download options for all graph reports.
 +
* Added options for listing customers without an outstanding balance on receivables report, and corrected the totals when pulling up an A/R report for a single agent.
 
* Added command-line tool to automatically email any reports.
 
* Added command-line tool to automatically email any reports.
* Fixed status colors on customer reports / lists.
+
* Fixed status colors on customer reports / lists / edit.
 
* Fixed some problems with reports when selecting all agents on a multiple-agent install.
 
* Fixed some problems with reports when selecting all agents on a multiple-agent install.
 
* Fixed 'column reference "fieldname"' is ambiguous error on advanced package reports.
 
* Fixed 'column reference "fieldname"' is ambiguous error on advanced package reports.
 
* Fixed tax reports for some odd upgrade edge cases: when you have both taxclass and non-taxclass entries in cust_main_county for a single region (not correct setup in the first place), and non-null but empty values in taxname
 
* Fixed tax reports for some odd upgrade edge cases: when you have both taxclass and non-taxclass entries in cust_main_county for a single region (not correct setup in the first place), and non-null but empty values in taxname
 +
* Fixed bulk invoice re-email/fax/print links to honor "most recent invoice for customer" and min/max options from invoice report.
 +
* Fixed the date popups on advanced invoice report.
 +
  
 
== Invoices ==
 
== Invoices ==
Line 39: Line 58:
 
* Added options for postscript prefix and suffix for extra printer commands.
 
* Added options for postscript prefix and suffix for extra printer commands.
 
* Added option to remove service dates from invoices.
 
* Added option to remove service dates from invoices.
 +
  
 
== ACH processing ==
 
== ACH processing ==
 
* Electronic check (ACH) processing: Added fields require by some gateways for driver's license, checking/savings account type and bank state.
 
* Electronic check (ACH) processing: Added fields require by some gateways for driver's license, checking/savings account type and bank state.
 
* Added ability to trigger ACH batching from the customer view page, in addition to real-time processing.
 
* Added ability to trigger ACH batching from the customer view page, in addition to real-time processing.
 +
  
 
== Billing ==
 
== Billing ==
Line 51: Line 72:
 
* Added verbose error reporting for transactions which fail without an error message (useful when tracking down payment gateway problems).
 
* Added verbose error reporting for transactions which fail without an error message (useful when tracking down payment gateway problems).
 
* Add "payunique" field to track and prevent double-submission of manual payment forms
 
* Add "payunique" field to track and prevent double-submission of manual payment forms
 +
* Add a configuraiton option to control B:OP's new "email_customer" flag.
 +
  
 
== Refunds ==
 
== Refunds ==
Line 56: Line 79:
 
* Fixed refunds with eProcessingNetwork
 
* Fixed refunds with eProcessingNetwork
 
* Pass CC expiration with real-time refunds for gateways which require it.  Also allow manual entry for existing transactions being refunded.
 
* Pass CC expiration with real-time refunds for gateways which require it.  Also allow manual entry for existing transactions being refunded.
 +
  
 
== Usage tracking ==
 
== Usage tracking ==
Line 65: Line 89:
 
* Usage threshold warning emails now sent to invoice email address on file.
 
* Usage threshold warning emails now sent to invoice email address on file.
 
* Fixed bug manually editing usage data.
 
* Fixed bug manually editing usage data.
 +
* Fixed bug where user could log in to RADIUS with an uppercase username and avoid bandwidth accounting (MySQL only)
 +
*  Data usage fields also now allow commas and validate input - they no longer fallback to putting literals in the database.
 +
  
 
== Exports ==
 
== Exports ==
Line 74: Line 101:
 
* Fixed prizm export to queue most operations.
 
* Fixed prizm export to queue most operations.
 
* Fixed Communigate pro export to prevent harmless (but annoying) "failed: Can't logout of CGPro: No error" messages.
 
* Fixed Communigate pro export to prevent harmless (but annoying) "failed: Can't logout of CGPro: No error" messages.
 +
* Pretiffy export browse
 +
* Added -n option to freeside-sqlradius-reset to supress deleting data
 +
  
 
== Misc ==
 
== Misc ==
Line 83: Line 113:
 
* Home directory field is now editable with appropriate ACL
 
* Home directory field is now editable with appropriate ACL
 
* svc_www services now use common footer/header
 
* svc_www services now use common footer/header
 +
* Added 3 day, 4 month and 4.5 month (137 day) frequencies
 +
* Added a default cancellation subject so cancellation emails will work even if you didn't set a subject in the configuration.
 +
* Added options to require phone and email address for new customers.
 +
* Added better inline documentation explaining fields for customer CSV import.
 +
* Display a list of any virtual hosts an account controls on that account's view page.
 +
* Remove remaining "all white" error pages.
 +
* Agent selection on package add/edit.
 +
* Added a "payment receipts" feature to the web interface, to help folks who were relying upon emails from their gateway for payment confirmation.
 +
  
 
== Dialup POPs (Points of Presence) ==
 
== Dialup POPs (Points of Presence) ==
 
* Added a quick command-line import tool
 
* Added a quick command-line import tool
 
* Moved POP searching / listing to new common template.
 
* Moved POP searching / listing to new common template.
 +
  
 
== Bug fixes ==
 
== Bug fixes ==
Line 98: Line 138:
 
* Pruned any "dangling" cust_credit_refund records which may have been inserted by previous development code.
 
* Pruned any "dangling" cust_credit_refund records which may have been inserted by previous development code.
 
* Fixed the javascript warning for DNS entries with quotes (") in them, allowing them to be deleted.
 
* Fixed the javascript warning for DNS entries with quotes (") in them, allowing them to be deleted.
* Fix search by check#
+
* Fixed search by check#
* Fix status color in small_custview
+
* Fixed status color in small_custview
 +
* When changing packages, don't set setup date unless old package has one.
 +
* Fixed links to svc_broadband services from service definition browse.
 +
* Fixed package date editing to prevent resetting fields on errors.
 +
* Fixes to work with current DBIx::DBSchema

Revision as of 20:00, 19 November 2007

Note

This is the changelog for the 1.7.3 point release.

For a full list of changes since 1.5.x, see Freeside:1.7:Changelog


License

The licence has changed to the GNU Affero General Public License (AGPL). This is a free software license for web and network applications.

If you use Freeside internally for your own company, your obligations under the license remain basically unchanged.

If you sell or provide access to the Freeside back-office interface to parties outside your organization or company, please note your new obligations under the AGPL. Specifically, providing hosted access to modified Freeside versions without providing the corresponding source code is explicitly prohibited.


Backend database support

  • MySQL (v4.1 or later, v5 recommended) is now supported as a backend database. DBIx::DBSchema 0.35 or later is required.


Trouble ticketing

  • Several RT addons have been incorporated: Statistics, ActivityReports, WebCronTool
  • Added a link to a customer's resolved tickets to the ticket section of the customer view page
  • Fixed custom priority field options
  • Don't display ticket search box for installs without trouble ticketing.
  • Prevent Text::Quoted from being used to format ticket display even if it is installed; it is slow, unreliable and can segfault.
  • Fix CSS visual glitch on "Ticketing main"


Signup and customer self-service

  • XML-RPC API for all signup and self-service functionality allows access to signup functions from PHP and other languages. A PHP class and examples are available in fs_selfservice/php/
  • Huge speedup on signup page (cache signup data).
  • Customers can now view their own data transferred in addition to time online.
  • Restored "(none)" choice to first package select.
  • Pass along the remote IP address from selfservice to the backend processing against the payment gateway
  • Added "process_payment_order_pkg" method for one-step payment and package ordering, facilitating use of self-service API in a shopping cart environment.
  • Fixed signup bug causing all advertising sources to show up when promotional codes are used in conjunction with a multiple-reseller install with reseller-specific advertising sources.
  • In example HTML templates, fixed visual glitch in menu-bar border.
  • Added a configuration option to change self-service session timeout; useful for self-service API usage.


Reports

  • New advanced customer report
  • New package churn report and graph showing orders, suspensions and cancellations over time.
  • Add Excel and CSV download options for all graph reports.
  • Added options for listing customers without an outstanding balance on receivables report, and corrected the totals when pulling up an A/R report for a single agent.
  • Added command-line tool to automatically email any reports.
  • Fixed status colors on customer reports / lists / edit.
  • Fixed some problems with reports when selecting all agents on a multiple-agent install.
  • Fixed 'column reference "fieldname"' is ambiguous error on advanced package reports.
  • Fixed tax reports for some odd upgrade edge cases: when you have both taxclass and non-taxclass entries in cust_main_county for a single region (not correct setup in the first place), and non-null but empty values in taxname
  • Fixed bulk invoice re-email/fax/print links to honor "most recent invoice for customer" and min/max options from invoice report.
  • Fixed the date popups on advanced invoice report.


Invoices

  • Added customer number to default typeset and HTML invoices.
  • Added options for postscript prefix and suffix for extra printer commands.
  • Added option to remove service dates from invoices.


ACH processing

  • Electronic check (ACH) processing: Added fields require by some gateways for driver's license, checking/savings account type and bank state.
  • Added ability to trigger ACH batching from the customer view page, in addition to real-time processing.


Billing

  • Added "-n" option to freeside-daily, allowing pre-printing of invoices for future service periods, but now with the current date.
  • Added quick "bill-for-nextmonth" and "bill-for-nextyear" scripts which use the new "-n" option.
  • Added "suspend later" for scheduling future cancellations.
  • Added "disable_setup_suspended_pkgs" config option to disable the charging of the setup fee while a package is suspended.
  • Added verbose error reporting for transactions which fail without an error message (useful when tracking down payment gateway problems).
  • Add "payunique" field to track and prevent double-submission of manual payment forms
  • Add a configuraiton option to control B:OP's new "email_customer" flag.


Refunds

  • Added refund deletion (with access control)
  • Fixed refunds with eProcessingNetwork
  • Pass CC expiration with real-time refunds for gateways which require it. Also allow manual entry for existing transactions being refunded.


Usage tracking

  • Added a separate "overlimit" status distinct from normal suspensions.
  • Added the ability to change RADIUS groups upon reaching usage limits.
  • All data usage fields can be specified with suffixes such as "kb", "mb, "gb", "G", etc.
  • All data usage fields can be displayed with a desired number of significant digits and auto-prefix, or forced to megabytes.
  • Trigger usage recharge from the backend as well as self-service
  • Usage threshold warning emails now sent to invoice email address on file.
  • Fixed bug manually editing usage data.
  • Fixed bug where user could log in to RADIUS with an uppercase username and avoid bandwidth accounting (MySQL only)
  • Data usage fields also now allow commas and validate input - they no longer fallback to putting literals in the database.


Exports

  • Added a section for additional config data to virtual hosting services, and export the entered config snippets to Apache.
  • Made RADIUS groups available to shellcommands delete hook
  • Fixed spurious user modification and export triggering.
  • Added new exports: nas_wrapper, snmp and trango
  • Some improvements to router export.
  • Fixed prizm export to queue most operations.
  • Fixed Communigate pro export to prevent harmless (but annoying) "failed: Can't logout of CGPro: No error" messages.
  • Pretiffy export browse
  • Added -n option to freeside-sqlradius-reset to supress deleting data


Misc

  • Package changes after 1.7.3 upgrade now show change date, old package
  • Added printed welcome letters, from a template.
  • Per-user Vonage "click2call" integration
  • Web tool added to import customer comments from CSV file
  • Configuration option causing auto-generated passwords to be all capitals.
  • Home directory field is now editable with appropriate ACL
  • svc_www services now use common footer/header
  • Added 3 day, 4 month and 4.5 month (137 day) frequencies
  • Added a default cancellation subject so cancellation emails will work even if you didn't set a subject in the configuration.
  • Added options to require phone and email address for new customers.
  • Added better inline documentation explaining fields for customer CSV import.
  • Display a list of any virtual hosts an account controls on that account's view page.
  • Remove remaining "all white" error pages.
  • Agent selection on package add/edit.
  • Added a "payment receipts" feature to the web interface, to help folks who were relying upon emails from their gateway for payment confirmation.


Dialup POPs (Points of Presence)

  • Added a quick command-line import tool
  • Moved POP searching / listing to new common template.


Bug fixes

  • Restored "(none)" choice to first package select.
  • Made sure "emailinvoiceonly" option completely hides postal and fax options alltogether.
  • Fixed bug re-emailing failed invoice email events.
  • Removed deprecated "session" table causing problems on upgrade.
  • Fixed slowness errors on change package and made it into a popup
  • Fixed "Error: Error inserting cust_pkg_reason: ERROR: value to long for type character varying(32)" errors when inserting reasons with a very long real name.
  • Fixed unlikely edge case with new line-item application stuff which could cause 'Can't call method "part_pkg" on an undefined value at .../cust_bill.pm line 434' errors in some tax cases.
  • Pruned any "dangling" cust_credit_refund records which may have been inserted by previous development code.
  • Fixed the javascript warning for DNS entries with quotes (") in them, allowing them to be deleted.
  • Fixed search by check#
  • Fixed status color in small_custview
  • When changing packages, don't set setup date unless old package has one.
  • Fixed links to svc_broadband services from service definition browse.
  • Fixed package date editing to prevent resetting fields on errors.
  • Fixes to work with current DBIx::DBSchema