Difference between revisions of "Freeside:3.93:Changelog"

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(Quotations)
(Reporting)
 
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For a more detailed, raw log of changes, see [http://freeside.biz/gitweb/?p=freeside.git;a=shortlog;h=refs/heads/FREESIDE_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_3_BRANCH the git log]
  
= Customer change history =
+
= OS Support =
  
* Included notes and tags
+
* Debian 7 (wheezy) support has been dropped.  Please upgrade to Debian 8 (jessie) before upgrading to 3.93.
 +
* Debian 9 (stretch) support has been added.
 +
 
 +
= Customers =
 +
 
 +
== Locations ==
 +
 
 +
* Census block coding: Fix map-based census coding for unknown locations (previously used the US Census service site which is now gone, built an internal re-implementation)
 +
* Google maps integration fixes for new API key requirements (also need to put a card on file and enable with Google)
 +
 
 +
== Packages ==
 +
 
 +
* Option to carry discounts through package changes
 +
 
 +
== Payments ==
 +
 
 +
* Option for flat credit card surcharge in addition to percentage
 +
* Option to surcharge for back-office payment processing (i.e. for a pay-by-phone "convenience fee")
 +
 
 +
== Invoices ==
 +
 
 +
* Show taxes per section when using invoice sections
 +
 
 +
== Attachments ==
 +
 
 +
* Optimized attachment upload, allowing larger attachments
 +
 
 +
== Change history ==
 +
 
 +
* Included notes, tags and contact changes
  
 
= Reporting =
 
= Reporting =
  
 +
* Include 2018, 2019 and 2020
 
* New customer referral report
 
* New customer referral report
 +
* New customer time span report
 +
* New event fee report
 +
* Improved customer contact report
 
* Improved wireless broadband service report
 
* Improved wireless broadband service report
 +
* Added revenue difference to package churn report
 +
 +
= VoIP/Telco =
 +
 +
* ANI networks CDRs
 +
* Broadsoft R22 CDRs
 +
* ThinQ CDRs
 +
* TelAPI CDRs
 +
* Update VoIP Innovations CDR import for new hostname and SSL requirement
 +
* Option to mark CDRs for reprocessing when voiding an invoice
 +
 +
= Taxation =
 +
 +
* Bulk edit tax rates
  
 
= Quotations =
 
= Quotations =
Line 18: Line 65:
 
* Add quotation description
 
* Add quotation description
 
* PDF quotation fixes
 
* PDF quotation fixes
 +
* Add option for a default close date
  
 
= Customer self-service =
 
= Customer self-service =
Line 23: Line 71:
 
* Directly change contact passwords in backend without an end-customer reset email
 
* Directly change contact passwords in backend without an end-customer reset email
 
* Option to disable package changes per agent
 
* Option to disable package changes per agent
 +
* Option to disable changing electronic check information
  
 
= Ticketing =
 
= Ticketing =
  
 +
* Automatically create a customer contact for new ticketing Requestors
 +
* Added ability to attach a file to Quick Ticket Creation
 
* <strike>Request tracker updated from 4.0.24 to 4.0.25</strike> notyet
 
* <strike>Request tracker updated from 4.0.24 to 4.0.25</strike> notyet
 
** [http://docs.bestpractical.com/release-notes/rt/4.0.25 4.0.25 Release Notes]
 
** [http://docs.bestpractical.com/release-notes/rt/4.0.25 4.0.25 Release Notes]
 +
 +
= Provisioning exports =
 +
 +
* Saisei integration
 +
* Expect-style SSH scripting for interacting with remote systems which cannot run scripts (e.g. Cisco routers)
 +
* HTTP/HTTPS export hooks for Fiber, DSL, cable, phone, circuit, hardware and svc_external services
  
 
= Billing events =
 
= Billing events =
  
* Made HTTP?HTTPS POST action available for all event types
+
* New conditions: number of referred customers, check customer tag (for all event types), contract end date
 +
* Made HTTP/HTTPS POST and email actions available for all event types
 +
* New actions: add and remove customer tags
 +
 
 +
= Misc =
 +
 
 +
* Added contact import
 +
* API documentation now installed and viewable locally in each installation

Latest revision as of 15:13, 18 September 2019

Notes

This is the changelog for the 3.93 release.

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

OS Support

  • Debian 7 (wheezy) support has been dropped. Please upgrade to Debian 8 (jessie) before upgrading to 3.93.
  • Debian 9 (stretch) support has been added.

Customers

Locations

  • Census block coding: Fix map-based census coding for unknown locations (previously used the US Census service site which is now gone, built an internal re-implementation)
  • Google maps integration fixes for new API key requirements (also need to put a card on file and enable with Google)

Packages

  • Option to carry discounts through package changes

Payments

  • Option for flat credit card surcharge in addition to percentage
  • Option to surcharge for back-office payment processing (i.e. for a pay-by-phone "convenience fee")

Invoices

  • Show taxes per section when using invoice sections

Attachments

  • Optimized attachment upload, allowing larger attachments

Change history

  • Included notes, tags and contact changes

Reporting

  • Include 2018, 2019 and 2020
  • New customer referral report
  • New customer time span report
  • New event fee report
  • Improved customer contact report
  • Improved wireless broadband service report
  • Added revenue difference to package churn report

VoIP/Telco

  • ANI networks CDRs
  • Broadsoft R22 CDRs
  • ThinQ CDRs
  • TelAPI CDRs
  • Update VoIP Innovations CDR import for new hostname and SSL requirement
  • Option to mark CDRs for reprocessing when voiding an invoice

Taxation

  • Bulk edit tax rates

Quotations

  • Add quotation description
  • PDF quotation fixes
  • Add option for a default close date

Customer self-service

  • Directly change contact passwords in backend without an end-customer reset email
  • Option to disable package changes per agent
  • Option to disable changing electronic check information

Ticketing

  • Automatically create a customer contact for new ticketing Requestors
  • Added ability to attach a file to Quick Ticket Creation
  • Request tracker updated from 4.0.24 to 4.0.25 notyet

Provisioning exports

  • Saisei integration
  • Expect-style SSH scripting for interacting with remote systems which cannot run scripts (e.g. Cisco routers)
  • HTTP/HTTPS export hooks for Fiber, DSL, cable, phone, circuit, hardware and svc_external services

Billing events

  • New conditions: number of referred customers, check customer tag (for all event types), contract end date
  • Made HTTP/HTTPS POST and email actions available for all event types
  • New actions: add and remove customer tags

Misc

  • Added contact import
  • API documentation now installed and viewable locally in each installation