Difference between revisions of "Freeside:4.3:Changelog"

From Freeside
Jump to: navigation, search
 
(11 intermediate revisions by the same user not shown)
Line 10: Line 10:
 
* Debian 9 (stretch) support has been added.
 
* Debian 9 (stretch) support has been added.
 
* Debian 10 (buster) support has been added.
 
* Debian 10 (buster) support has been added.
 +
 +
= Employee security =
 +
 +
* Google Authenticator 2FA support for employee logins
  
 
= UI =
 
= UI =
Line 27: Line 31:
 
* Option to carry discounts through package changes
 
* Option to carry discounts through package changes
 
* Improve bulk package edit UI
 
* Improve bulk package edit UI
 +
* Release held packages upon unsuspension
 +
* Bulk package cancellation
  
 
== Payments ==
 
== Payments ==
Line 55: Line 61:
 
= Reporting =
 
= Reporting =
  
* Include 2018-2019+
+
* Include 2018, 2019, 2020. and 2021+
 +
* 2022 update for FCC 477 reporting
 
* New customer referral report
 
* New customer referral report
 
* New customer time span report
 
* New customer time span report
Line 67: Line 74:
 
* Search packages by suspension reasons
 
* Search packages by suspension reasons
 
* Added revenue difference to package churn report
 
* Added revenue difference to package churn report
 +
* Deposit slips
  
 
= VoIP/Telco =
 
= VoIP/Telco =
Line 77: Line 85:
 
* ANI networks CDRs
 
* ANI networks CDRs
 
* ThinQ CDRs
 
* ThinQ CDRs
* TelAPI CDRs
+
* TeleAPI CDRs
 
* Extended Vitelity integration with E911 and LNP (porting)
 
* Extended Vitelity integration with E911 and LNP (porting)
 
* Update VoIP Innovations CDR import for new hostname and SSL requirement
 
* Update VoIP Innovations CDR import for new hostname and SSL requirement
Line 111: Line 119:
 
* Added ticket action Quiet Resolve
 
* Added ticket action Quiet Resolve
 
* Added ability to attach a file to Quick Ticket Creation
 
* Added ability to attach a file to Quick Ticket Creation
* Request Tracker updated from 4.2.13 to 4.2.14
+
* Request Tracker updated from 4.2.13 to <strike>4.2.16</strike> 4.2.14
 
** [http://docs.bestpractical.com/release-notes/rt/4.2.14 4.2.14 Release Notes]
 
** [http://docs.bestpractical.com/release-notes/rt/4.2.14 4.2.14 Release Notes]
 +
** <strike>[http://docs.bestpractical.com/release-notes/rt/4.2.15 4.2.15 Release Notes]</strike> notyet
 +
** <strike>[http://docs.bestpractical.com/release-notes/rt/4.2.16 4.2.16 Release Notes]</strike> notyet
  
 
= Provisioning exports =
 
= Provisioning exports =
Line 119: Line 129:
 
* Expect-style SSH scripting for interacting with remote systems which cannot run scripts (e.g. Cisco routers)
 
* 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
 
* HTTP/HTTPS export hooks for Fiber, DSL, cable, phone, circuit, hardware and svc_external services
 +
* Email and RT ticket export hooks for Fiber, DSL and circuit services
  
 
= Billing events =
 
= Billing events =
Line 135: Line 146:
 
* Added svc_realestate service for tracking real estate rentals
 
* Added svc_realestate service for tracking real estate rentals
 
* API documentation now installed and viewable locally in each installation
 
* API documentation now installed and viewable locally in each installation
 +
* Configuration setting ("dashboard-topnote") to display at the top of the main page

Latest revision as of 17:27, 7 September 2022

Notes

This is the changelog for the 4.3 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 4.3.
  • Debian 9 (stretch) support has been added.
  • Debian 10 (buster) support has been added.

Employee security

  • Google Authenticator 2FA support for employee logins

UI

  • More UI styling and cleanup

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

  • In suspension and cancellation popups, show information about which services will be unprovisioned to external systems.
  • Option to carry discounts through package changes
  • Improve bulk package edit UI
  • Release held packages upon unsuspension
  • Bulk package cancellation

Payments

  • Streamlined amount selection UI for payments
  • Use new-style message templates for payment receipts
  • 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")

Discounts

  • Discounts on one-time charges

Invoices

  • Option to relocate the payment coupon to the top
  • Show taxes per section when using invoice sections
  • Re-factored invoice substitutions to correct multiple edge cases with summaries, fees, sections, custom templates and custom substitutions.

Attachments

  • Optimized attachment upload, allowing larger attachments

Change history

  • Included notes, tags and contact changes

Reporting

  • Include 2018, 2019, 2020. and 2021+
  • 2022 update for FCC 477 reporting
  • New customer referral report
  • New customer time span report
  • New future card charges report
  • New event fee report
  • Improved customer contact report
  • Improved wireless broadband service report
  • Search payments by customer location fields
  • Search by number of referred customers and their status
  • Backdate FCC 477 deployment zones
  • Search packages by suspension reasons
  • Added revenue difference to package churn report
  • Deposit slips

VoIP/Telco

  • FreeSWITCH CDRs
  • Asterisk v12 CDRs
  • Broadsoft R22 CDRs
  • Ooma integration
  • Acme Packet CDRs
  • ANI networks CDRs
  • ThinQ CDRs
  • TeleAPI CDRs
  • Extended Vitelity integration with E911 and LNP (porting)
  • Update VoIP Innovations CDR import for new hostname and SSL requirement
  • Option to mark CDRs for reprocessing when voiding an invoice

Taxation

  • Integration with Compliance Solutions tax rating service as an alternative to SureTax or Avalara.
  • Improved Washington state taxation
  • Bulk edit tax rates
  • Taxation option on pre-discount amounts

Quotations

  • Add quotation description
  • Show a total first payment possible range for prorated packages
  • PDF and residential quotation fixes
  • Add option for a default close date

Customer self-service

  • Fix self-service contact login
  • Directly change contact passwords in backend without an end-customer reset email
  • New wordpress plugin, for adding self-service functionality to wordpress sites
  • Option to disable changing electronic check information
  • Option to disable package changes per agent

Ticketing

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
  • Email and RT ticket export hooks for Fiber, DSL and circuit services

Billing events

  • New conditions: residential/commercial, number of referred customers, check customer tag (for all event types), contract end date
  • Improved discount action: package class selection, once per customer option
  • Made HTTP/HTTPS POST and email actions available for all event types
  • New actions: add and remove customer tags
  • New action: send SMS (via carrier email gateway)

Misc

  • Fixed customer import
  • Added contact import
  • Fixed fees
  • Added svc_realestate service for tracking real estate rentals
  • API documentation now installed and viewable locally in each installation
  • Configuration setting ("dashboard-topnote") to display at the top of the main page