Difference between revisions of "Freeside:2.3.3:Changelog"

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= Customers =
 
= Customers =
  
 +
* New customer duplicate checking option
 +
* New "un-cancel" ability re-orders package and re-provision services
 
* Fix map links with UTF-8 customer data
 
* Fix map links with UTF-8 customer data
* New customer duplicate checking option
+
* Add optional spouse birthdate
 +
* Checkbox to disable emailing invoices but still keep an address (or addresses) on file.
  
= Packages =
+
= Billing =
  
 
== Discounts ==
 
== Discounts ==
Line 16: Line 19:
 
* Fix final month application of percentage discounts to bundled packages
 
* Fix final month application of percentage discounts to bundled packages
 
* Fix flat-rate discounts when charging zero months
 
* Fix flat-rate discounts when charging zero months
 
= Billing =
 
  
 
== Invoicing ==
 
== Invoicing ==
  
 
* Added cust_bill-line_item-date_description configuration setting to control how line item dates are displayed
 
* Added cust_bill-line_item-date_description configuration setting to control how line item dates are displayed
 +
* Ability to prorate to multiple target days within a month (i.e. next upcoming of 5th/15th/25th)
 +
 +
== Payments ==
 +
 +
* Add a specific access control for backdating payments
 +
* Allow agent override to NO of global payment_receipt set to YES
  
 
== Billing events ==
 
== Billing events ==
  
* New "Customer has tag" condition for testing customer tags
+
* New condition: "Customer has tag" for testing customer tags
 +
* New condition: "Skip until specified # of days before packages suspension delay date"
 +
* New condition: "Don't run this event more than once per customer in the specified interval"
 +
* New condition: "Customer balance age (under)"
 
* Fix "Invoice is billing for certain service definitions" condition with multiple service definitions
 
* Fix "Invoice is billing for certain service definitions" condition with multiple service definitions
 +
* New action: "Late fee (greater of percentage of invoice or flat fee)"
  
 
== Taxation ==
 
== Taxation ==
  
* Fix location editing with Washingston state taxation districts
+
* Washington state tax districts: fix location editing, shipping address taxation and tax reporting
 +
* Separate tax exemption numbers for each tax exemption (tax-cust_exempt-groups configuration setting)
  
 
= Ticketing =
 
= Ticketing =
Line 41: Line 53:
 
* Sales report: Simplify UI for projected sales reporting
 
* Sales report: Simplify UI for projected sales reporting
 
* Advanced package report: search by change date
 
* Advanced package report: search by change date
 +
* Improve prepaid income report
 +
* A/R Aging report: align cutoff time with other reports
 +
 +
= Customer self-service =
 +
 +
* Don't change the service address on a self-service billing address change.
 +
* Skinning: small_custview respects selfservice-box_color and selfservice-text_color configuration settings now
 +
 +
= WISP =
 +
 +
* Add Google map/earth links to tower listing
 +
* Fix using "selection from inventory" service definition modifiers with svc_broadband services
 +
 +
= VoIP =
 +
 +
* Netsapiens export: add ability to select default features
 +
* New CDR format: Troop (new)
  
 
= Misc =
 
= Misc =
  
 +
* Fix customer category selection
 
* Quick payment entry: Improve UI of error handling
 
* Quick payment entry: Improve UI of error handling
 +
* Add new access controls for more granular control of menu items, esp. services

Revision as of 14:12, 2 June 2012

Notes

This is the changelog for the 2.3.2 release.

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

Customers

  • New customer duplicate checking option
  • New "un-cancel" ability re-orders package and re-provision services
  • Fix map links with UTF-8 customer data
  • Add optional spouse birthdate
  • Checkbox to disable emailing invoices but still keep an address (or addresses) on file.

Billing

Discounts

  • Fix final month application of percentage discounts to bundled packages
  • Fix flat-rate discounts when charging zero months

Invoicing

  • Added cust_bill-line_item-date_description configuration setting to control how line item dates are displayed
  • Ability to prorate to multiple target days within a month (i.e. next upcoming of 5th/15th/25th)

Payments

  • Add a specific access control for backdating payments
  • Allow agent override to NO of global payment_receipt set to YES

Billing events

  • New condition: "Customer has tag" for testing customer tags
  • New condition: "Skip until specified # of days before packages suspension delay date"
  • New condition: "Don't run this event more than once per customer in the specified interval"
  • New condition: "Customer balance age (under)"
  • Fix "Invoice is billing for certain service definitions" condition with multiple service definitions
  • New action: "Late fee (greater of percentage of invoice or flat fee)"

Taxation

  • Washington state tax districts: fix location editing, shipping address taxation and tax reporting
  • Separate tax exemption numbers for each tax exemption (tax-cust_exempt-groups configuration setting)

Ticketing

  • Integrated ticketing updated to RT version 3.8.13

Reporting

  • New customer signup report with advertising source options
  • Sales report: Simplify UI for projected sales reporting
  • Advanced package report: search by change date
  • Improve prepaid income report
  • A/R Aging report: align cutoff time with other reports

Customer self-service

  • Don't change the service address on a self-service billing address change.
  • Skinning: small_custview respects selfservice-box_color and selfservice-text_color configuration settings now

WISP

  • Add Google map/earth links to tower listing
  • Fix using "selection from inventory" service definition modifiers with svc_broadband services

VoIP

  • Netsapiens export: add ability to select default features
  • New CDR format: Troop (new)

Misc

  • Fix customer category selection
  • Quick payment entry: Improve UI of error handling
  • Add new access controls for more granular control of menu items, esp. services