Difference between revisions of "Freeside:1.7:Changelog"

Revision as of 16:12, 21 August 2007

Major new features and updates since 1.5.x

• Major backoffice interface overhaul
• Access controls: Control access via employee to all aspects of backoffice functionality.
• Reseller/multi-company virtualization: Allow employee groups to only see virtualized slice of the customer base, optionally with separate merchant accounts and invoice templates.
• New inventory features (inventory classes and items) and ability to setup manual or automation provisioning of inventory items to services.
• Credit card encryption and masking
• Apache2/mod_perl2 support
• Pg 8.1+ support

User Interface

• Flyout menu and search frame on each page (works in IE7 as of 1.7.2, and has user pref for side or top location)
• Most tables de-uglified
• Main customer view:
  • Customer status and balance displayed up top
  • Payment history only shows 2 (or the configured amount) of years of history, with a link to fold out the rest
  • Simple payment, credit and financial actions are on-page dialogs rather than confusing separate pages
  • More configuration options to control ticket listing
• New "inactive" customer status for customers with no active packages, but otherwise not suspended or cancelled.
• "Referring customer" box now accepts name/company/phone in addition to just number, has some AJAX magic to do the search on-the-fly

Resellers

• Reseller/multi-company virtualization: Allow employee groups to only see virtualized slice of the customer base, optionally with separate merchant accounts and invoice templates
• Per-reseller virtualized reports
• Per-reseller virtualized advertising sources

Billing

• Lots of VoIP CDR/telephony rating work. Very flexible import and rating system to rate and bill Call Detail Records.
• Configuration switch to base tax off shipping address if present
• Late fees as a percentage of the late balance in addition to specified dollar amounts
• Payments and credits are now tracked against specific line items for informational purposes, with a weighting system to control automatic application.
• Credit card and electronic check batching support overhauled - multiple batches can now be in-transit. This is now a viable option in addition to the real-time processing.

Reporting

• Package classes have been added with per-class reporting and graphing.
  • Go to Configuration -> Provisioning, Services and packages -> View/Edit package classes and create some classes
  • Go to Configuration -> Provisioning, Services and packages -> View/Edit package definitions, edit the existing package definitions and put them into classes
• Sales/credit/receipt graph now has options to break down by agent
• New report: Sales by agent and/or package class (Reports -> Financial -> Sales Report)
• Per-agent A/R aging (Reports -> Financial -> A/R Aging)
• All other relevant reports have per-agent options (when the employee has access to multiple agents)
• Tax report has been overhauled.
• Many additional options for package reporting
• New report: Zip code distribution
• Most reports with customer information now show customer status (reset "cust-fields" configuration value if you've set a custom one)

Exports

• SWSoft Plesk provisioning
• Motorola Prizm provisioning

Services

• svc_phone service

Misc

• Support for Vonage "click2call" to call customers from the backend on a Vonage line.

Developers

• No more Apache::ASP support, HTML::Mason only
• service refactor - add a service table with just the schema and svc_ class
• All installation locations now configurable (no more hardcoded /usr/local/etc/freeside/)