Difference between revisions of "Freeside:2.1.1:Changelog"

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(Self-service)
Line 29: Line 29:
  
 
= Billing =
 
= Billing =
 +
 +
== Price plans ==
 +
* Option for anniversary packages to sync dates to other customer packages and prorate.
 +
 +
== Events ==
 +
* New once_every condition: Don't run this event more than once in the specified interval
 +
* New once_perinv condition: Run only once for each time the package has been billed
 +
* New pkg_next_bill_within condition: Next bill date within upcoming interval
  
 
== VoIP CDRs ==
 
== VoIP CDRs ==
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* CDR matching by PBX tenant (multi-tenant Thirdlane, others)
 
* CDR matching by PBX tenant (multi-tenant Thirdlane, others)
 
* CDR display uses international date_format config if set
 
* CDR display uses international date_format config if set
 +
* Fix search of pending CDRs by src field in addition to charged_party
 
* Taqua OM CDR format
 
* Taqua OM CDR format
 
* CDR SFTP/FTP options for port and passive mode
 
* CDR SFTP/FTP options for port and passive mode
Line 42: Line 51:
 
* Option for batch download of invoice PDF spool
 
* Option for batch download of invoice PDF spool
 
* add config variables to position invoice addresses in envelope windows
 
* add config variables to position invoice addresses in envelope windows
 +
* Fix display of bundled packages when parent packages have 0 charges, correct section handling, fix propagation of other display attribute to child package line items.
 +
* Handle display of CDR detail without a usage_class when using svc_phone sections
 +
* Create a default finance section and have hidden sectionless line items remain sectionless
  
 
== Batching ==
 
== Batching ==
  
 
* Payment batch upload and processing shows a progress bar
 
* Payment batch upload and processing shows a progress bar
* Save batched cards and masks for later refund
+
* Save batched cards and masks for later refund, remove CVV after first use like realtime
 +
* Fix command-line batch commands to omit transactions already otherwise paid, like the web batch tool
  
 
= Ticketing =
 
= Ticketing =
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* Package reports: Add service label to downloads
 
* Package reports: Add service label to downloads
 
* CCH taxation: Add progressbar to long-runningreports
 
* CCH taxation: Add progressbar to long-runningreports
* FCC Form 477 improvements
+
* FCC Form 477 improvements and fixed XML output
 
* Package summary report
 
* Package summary report
 
* Fix searches by employee
 
* Fix searches by employee
 +
* Suspension/unsuspension report
  
 
= Self-service =
 
= Self-service =
Line 76: Line 90:
 
* New Drupal signup/self-service module
 
* New Drupal signup/self-service module
 
* Fix initial county selection in default signup page
 
* Fix initial county selection in default signup page
 +
* Ensure signup payments are applied immediately
  
 
= Exports =
 
= Exports =
Line 91: Line 106:
 
* Avoid queueing a bunch of fuzzyfile update jobs on upgrade
 
* Avoid queueing a bunch of fuzzyfile update jobs on upgrade
 
* Limit memory use when upgrading attachments
 
* Limit memory use when upgrading attachments
 +
* Fix schema upgrade with ancient cust_bill_pkg_detail.classnum but new DBIx::DBSchema
  
 
= Misc =
 
= Misc =
Line 99: Line 115:
 
* Fix package date editing w/international dates
 
* Fix package date editing w/international dates
 
* Cleaner full customer delete for testing customers
 
* Cleaner full customer delete for testing customers
 +
* Fix fixed-amount discounts against packages with package add-ons.
 +
* Work around changes in census-coding web interface and add option for now-available 2010 data.

Revision as of 15:12, 25 August 2010

Notes

This is the changelog for the 2.1.1 release.

For additional changes since 1.9, see Freeside:2.1:Changelog

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

MySQL

  • Fix error with MySQL and condition column

Message templates

  • A new framework for storing fill-in message templates and sending them to customers via billing events

Importing

  • New web tool to import packages for existing customers from CSV files or Excel spreadsheets
  • Ignore expired cards on customer import

UI

  • Customer tags
  • Add "view customers of all agents" access right
  • New "Ordered" customer status indicating a recurring package is ordered, but not yet setup
  • "Bill now" link progressbar
  • Show declines in customer payment history

Billing

Price plans

  • Option for anniversary packages to sync dates to other customer packages and prorate.

Events

  • New once_every condition: Don't run this event more than once in the specified interval
  • New once_perinv condition: Run only once for each time the package has been billed
  • New pkg_next_bill_within condition: Next bill date within upcoming interval

VoIP CDRs

  • CDR rating time-of-day/day-of-week overrides
  • CDR matching by PBX tenant (multi-tenant Thirdlane, others)
  • CDR display uses international date_format config if set
  • Fix search of pending CDRs by src field in addition to charged_party
  • Taqua OM CDR format
  • CDR SFTP/FTP options for port and passive mode

Invoicing

  • Option for batch download of invoice PDF spool
  • add config variables to position invoice addresses in envelope windows
  • Fix display of bundled packages when parent packages have 0 charges, correct section handling, fix propagation of other display attribute to child package line items.
  • Handle display of CDR detail without a usage_class when using svc_phone sections
  • Create a default finance section and have hidden sectionless line items remain sectionless

Batching

  • Payment batch upload and processing shows a progress bar
  • Save batched cards and masks for later refund, remove CVV after first use like realtime
  • Fix command-line batch commands to omit transactions already otherwise paid, like the web batch tool

Ticketing

  • New "Checklist" ticket view for installations and similar workflow
  • Turn "create ticket" back into a link instead of a button
  • Show customers in ticket lists, sort by customer number or name
  • Restore email address by default in RT 3.8
  • Custom fields defined as dates (calendar popup, validation, searching before/after, etc.)
  • Fix ticket links relationship graph
  • Fix rt/rt links (custom field configuration, homepage refresh)
  • Fix harmless error when bulk deleting tickets
  • Fix triggering email and recording a linked ticket on reminders
  • Fix RT Dashboards

Reporting

  • Inventory activity report
  • Fix CSV/Excel report downloads
  • Package reports: Add service label to downloads
  • CCH taxation: Add progressbar to long-runningreports
  • FCC Form 477 improvements and fixed XML output
  • Package summary report
  • Fix searches by employee
  • Suspension/unsuspension report

Self-service

  • New high-performance non-Apache XML-RPC server for self-service API.
  • New Drupal signup/self-service module
  • Fix initial county selection in default signup page
  • Ensure signup payments are applied immediately

Exports

  • Customer exports: cust_main-exports config option and example HTTP/HTTPS export
  • Communigate pro updates: domain rule updates, vacation/redirect all account rules, archive messages, RPOP

Resellers

  • Fix agent payment gateway overrides throwing an error

Upgrade

  • Commit between each table upgrade
  • Avoid queueing a bunch of fuzzyfile update jobs on upgrade
  • Limit memory use when upgrading attachments
  • Fix schema upgrade with ancient cust_bill_pkg_detail.classnum but new DBIx::DBSchema

Misc

  • Update the RPM build system and check it into CVS. Update CentOS 5, drop CentOS 4.
  • Disable noisy RTAddressRegexp warning for now
  • Clearer error message when send_email fails in the job queue
  • Fix package date editing w/international dates
  • Cleaner full customer delete for testing customers
  • Fix fixed-amount discounts against packages with package add-ons.
  • Work around changes in census-coding web interface and add option for now-available 2010 data.