Difference between revisions of "Freeside:2.3.6:Changelog"

From Freeside
Jump to: navigation, search
(New reports)
 
(3 intermediate revisions by the same user not shown)
Line 4: Line 4:
  
 
For a more detailed, raw log of changes, see [http://freeside.biz/gitweb/?p=freeside.git;a=shortlog;h=refs/heads/FREESIDE_2_3_BRANCH the git log]
 
For a more detailed, raw log of changes, see [http://freeside.biz/gitweb/?p=freeside.git;a=shortlog;h=refs/heads/FREESIDE_2_3_BRANCH the git log]
 +
  
 
= Billing =
 
= Billing =
Line 31: Line 32:
 
* Fix "tax-on-tax" taxes when using CCH taxation data
 
* Fix "tax-on-tax" taxes when using CCH taxation data
 
* Fix location chooser in modern browsers
 
* Fix location chooser in modern browsers
 +
  
 
= Ticketing =
 
= Ticketing =
Line 36: Line 38:
 
* Add "Sender:" header to avoid Outlook prepending "rt@machine_name on behalf of" to From: lines
 
* Add "Sender:" header to avoid Outlook prepending "rt@machine_name on behalf of" to From: lines
  
= WISP =
 
  
 
= VoIP =
 
= VoIP =
Line 52: Line 53:
 
* Improve NetSapiens integration to work around bad CDR records
 
* Improve NetSapiens integration to work around bad CDR records
 
* Option to omit Caller ID (clid) when importing Asterisk CDRs
 
* Option to omit Caller ID (clid) when importing Asterisk CDRs
 +
  
 
= RADIUS =
 
= RADIUS =
  
 
* Fix "open sessions" report with modern MySQL and Pg
 
* Fix "open sessions" report with modern MySQL and Pg
 +
* Fix RADIUS data usage report when using RADIUS with domains
 +
  
 
= Provisioning =
 
= Provisioning =
Line 61: Line 65:
 
* Improve SNMP export MIB selection
 
* Improve SNMP export MIB selection
 
* Add suspend/unsuspend hooks to HTTP export
 
* Add suspend/unsuspend hooks to HTTP export
 +
  
 
= Reporting =
 
= Reporting =
 +
 +
== New reports ==
  
 
* Added advanced phone number search
 
* Added advanced phone number search
 
* Added line item detail report
 
* Added line item detail report
 +
* Internal event log now tracks daily billing job and timing
 +
* Agent commission report
 +
 +
== Report additions ==
 +
 
* Filter by customer class on all financial reports
 
* Filter by customer class on all financial reports
 
* Advanced customer report: Add "with email address(es)" and "with/without  postal mail invoices" options
 
* Advanced customer report: Add "with email address(es)" and "with/without  postal mail invoices" options
 +
* Customer Accounting Summary: option to separate one-time vs recurring charges
 +
* Payment report: Optional time selection
 +
 +
== Report fixes ==
 +
 
* Fix Excel (XLS and XLSX) downloads
 
* Fix Excel (XLS and XLSX) downloads
* Customer Accounting Summary: option to separate one-time vs recurring charges
+
* Fix report day selection on daylight-savings boundary days
* Internal event log now tracks daily billing job and timing
+
 
  
 
= Packages =
 
= Packages =
Line 77: Line 94:
 
* Bulk edit FCC 477 report classes
 
* Bulk edit FCC 477 report classes
 
* Fix discounts on setup fees with intro period packages
 
* Fix discounts on setup fees with intro period packages
 +
  
 
= Services =
 
= Services =
  
 
* Fix usergroup changes when changing to a service definition with a fixed usergroup
 
* Fix usergroup changes when changing to a service definition with a fixed usergroup
 +
  
 
= Customer self-service =
 
= Customer self-service =
Line 88: Line 107:
 
* Configuration setting to disable menu entries
 
* Configuration setting to disable menu entries
 
* Option to display inbound CDRs in self-service
 
* Option to display inbound CDRs in self-service
 +
  
 
= Agents =
 
= Agents =
Line 95: Line 115:
 
* Agent commission report
 
* Agent commission report
  
= Commissions =
 
 
* Add option for percentage commissions against pro-rated partial monthly charges
 
* Agent commission report
 
  
 
= Misc =
 
= Misc =
  
 +
* Fix IE10 vs. our HTML editor (compatibility mode no longer required)
 
* Trim leading and trailing spaces from all names and companies to improve search accuracy
 
* Trim leading and trailing spaces from all names and companies to improve search accuracy
 +
* Add option for percentage commissions against pro-rated partial monthly charges

Latest revision as of 10:05, 28 March 2013

Notes

This is the changelog for the 2.3.6 release.

For a more detailed, raw log of changes, see the git log


Billing

Credit line items

  • New "credit line items" feature to issue a credit for past line items and their applicable taxes

Payments

  • NACHA e-check batching
  • Show declined batch payments in payment history like real-time declines

Invoicing

  • Improve first-page invoice summary

Billing events

  • New condition: "Customer has a referring customer with uncanceled specific package(s)"
  • New condition: "Run this event the specified number of times per customer"
  • New action: "Increment the referring customer's package's next bill date"
  • New action: "Discount the referring customer's package"

CCH taxation

  • Fix "tax-on-tax" taxes when using CCH taxation data
  • Fix location chooser in modern browsers


Ticketing

  • Add "Sender:" header to avoid Outlook prepending "rt@machine_name on behalf of" to From: lines


VoIP

Features

  • Phone device tracking (ATAs, phones) with inventory and MAC address
  • Option to display inbound CDRs in self-service
  • Prepaid API now compatible with pkg-balances

Integration

  • Fix state selection with new VoIP Innovations API
  • IPIfony integration
  • Improve NetSapiens integration to work around bad CDR records
  • Option to omit Caller ID (clid) when importing Asterisk CDRs


RADIUS

  • Fix "open sessions" report with modern MySQL and Pg
  • Fix RADIUS data usage report when using RADIUS with domains


Provisioning

  • Improve SNMP export MIB selection
  • Add suspend/unsuspend hooks to HTTP export


Reporting

New reports

  • Added advanced phone number search
  • Added line item detail report
  • Internal event log now tracks daily billing job and timing
  • Agent commission report

Report additions

  • Filter by customer class on all financial reports
  • Advanced customer report: Add "with email address(es)" and "with/without postal mail invoices" options
  • Customer Accounting Summary: option to separate one-time vs recurring charges
  • Payment report: Optional time selection

Report fixes

  • Fix Excel (XLS and XLSX) downloads
  • Fix report day selection on daylight-savings boundary days


Packages

  • Preserve FCC 477 report classes for cloned packages
  • Bulk edit FCC 477 report classes
  • Fix discounts on setup fees with intro period packages


Services

  • Fix usergroup changes when changing to a service definition with a fixed usergroup


Customer self-service

  • Customer self-service: Fix missing next bill date displaying as 1/1/70
  • Respect "hidden" service definition status
  • Configuration setting to disable menu entries
  • Option to display inbound CDRs in self-service


Agents

  • Per-agent print commands
  • Support agent-ship_address config setting in backoffice interface too
  • Agent commission report


Misc

  • Fix IE10 vs. our HTML editor (compatibility mode no longer required)
  • Trim leading and trailing spaces from all names and companies to improve search accuracy
  • Add option for percentage commissions against pro-rated partial monthly charges