Freeside Changelog

New in version 3.1

November 29th, 2013
  • Quotations
  • Quotation improvements
  • Ticketing:
  • RT upgraded from 4.0.8 to 4.0.13
  • 4.0.9 release notes
  • 4.0.10 release notes
  • 4.0.11 release notes
  • 4.0.12 release notes
  • 4.0.13 release notes
  • Integrated ExtractCustomFieldValues extension.
  • Packages:
  • Add package contacts / "name per package" feature
  • Add ability to detach packages to their own customer records, and merge them into an existing customer record
  • Fix discounts and invoice notes on automatic package changes
  • Reconcile discounts and quantities
  • Delayed package start feature
  • Future package change feature
  • Services:
  • Add an interface to easily move a customer's services between their different packages
  • Multiple inventory class selection for service columns
  • New "pkg_change" export trigger
  • Invoices:
  • Added option for invoice sectioning by location instead of package category
  • Wireless broadband:
  • Add fields to svc_broadband for radio serial and location, POE location, RSSI and SUID.
  • VoIP/Telephony:
  • Added fields for SMS provider and SMS account #
  • Options to bill or not based on cdr_calltype, like the ones for cdr_type
  • Huawei MSC/SoftX3000 CDR format
  • SIM/KI inventory for Huawei HLR integration
  • BulkVS E911 integration
  • VoIP Innovations CDR format and import script
  • Reporting:
  • Improve FCC 477 report
  • Package summary report: add package class selection, improve accuracy, link to package counts
  • Sales report: filter/breakdown by package report class
  • Upgrades:
  • Fix upgrades from older 2.3 databases.
  • Misc:
  • Fix errant package changes triggered by non-tax-affecting address changes.
  • Fix HTML editor (message templates, mass emails, customer notes) under IE10 without compatibility mode

New in version 2.3.0 (August 9th, 2011)

  • This is a major new release which brings features such as Unicode support and internationalization, integrated network monitoring with 95% percentile billing, DSL qualifications and orders, and more.

New in version 2.1.2 (April 11th, 2011)

  • Support for live CardFortress remote credit card storage.
  • Uumlauts/accents and other non-English punctuation supported in names date_format_long configuration setting for showing "1 Feb 2011" instead of "Feb 1st, 2011" (on invoices)
  • Contact edit now includes one-line phone & email
  • Preliminary business card scan -> prospect tool
  • Fix templated notices
  • Avoid sending duplicated notices from package search
  • Customer search improvements: don't return fuzzy results if an exact match is found, add tag and address search to advanced customer search
  • Display any pending payments in payment history
  • Format date fields in change history
  • Implement customer merge
  • Customer accounting summary report
  • Customer note classes and option for multiple notes tabs
  • Pro-rating option to charge the next full month in addition to the current partial month
  • Option to bill packages while suspended
  • Contract end dates
  • Order dates
  • Summary display of packages with lots of services
  • Prevent adding a package definition onto itself
  • Fix package definition report to break down not yet billed vs. active package counts
  • Bulk package definition changes
  • Package definitions allow hiding of specific services
  • Separate options for package credit on cancel vs. package change
  • Location edits
  • Show package pricing on customer package view
  • Prevent all-too-common mistake of editing package dates manually to have a start date and a setup date
  • Add barcode option to invoices
  • Add prorate option to prorate to the full day instead of to the second
  • Fix wrapping of CDRs view under Internet Explorer
  • Fix wide CDR display formats on typeset invoices
  • Fix redisplay of services in bundled packages
  • Add Net 90 and Net 21 terms
  • Add option for summary display of phone number/DID activity
  • Option to show credit balance on invoices
  • Enable discounts on prices fetched with sql_external
  • Add option to show items which are discounted 100%
  • Add OpenSIPS import
  • Add VoipNow import
  • Display links to CDRs on PBX services
  • Display links to all of a customer's CDRs on customer view
  • Add Telos XML and CSV formats
  • Add Enswitch CDR format
  • Reprocess termination CDRs from the web interface
  • Import CDRs from Vitelity API
  • Add email link to payment receipts
  • Add "capture" links to pending payments in captured state
  • Display both original and voiding user for voided payments
  • Separate the ACLs for posting/processing check, cash, credit card and electronic check payments.
  • Fix ACH with savings accounts
  • Improve tax edit UI: allow removal of individual cities and counties, addition of new cities and counties
  • Package locations now supported with vendor-data (CCH) taxation
  • Fix line item report when linked from vendor-data (CCH) tax report
  • Add events for individual package suspend and cancel actions in addition to the customer ones
  • Event edit UI now enforces required reasons
  • Add TD EFT batch format
  • Fix freeside-daily error with MySQL
  • Fix edge cases with MySQL on customer, account and ticket searches
  • Fix late fees being applied a month late in some cases
  • More performance improvements billing large customer bases.
  • Add a mandatory option to custom fields
  • Add "DisplayTicketAfterQuickCreate" config option and per-user preference
  • Select queue when creating child tickets
  • Automatically create ticket on custom field change
  • Add "time to resolve" to ticket result fields
  • Ticket search allows selection of customer fields: Agent, customer class, customer tags
  • Re-integrate RTx-Statistics
  • Add search options for "this month" and "last month" on custom field dates
  • Option to include resolved tickets in simple ticket search
  • Option to override Requestor: in new tickets
  • Sort reports by any field by clicking on the header
  • Sales tax report now supports Excel download like most other reports
  • Better reporting on phone number (DID) inventory
  • Unprovisioned services by type report
  • DID availability/inventory/provisioning report
  • Fix color/link alignment on package report
  • Discount reports
  • New signup and self-service default skin
  • Hotspot/prepaid card self-service signup without full customer info
  • Fix self-service payments
  • Allow self-service suspensions
  • New self-service features: payment history, open trouble tickets, view ticket history, reply to tickets
  • Large customer options for summary package view and separation of self-service logins from other services
  • New self-service features for phone numbers/DIDs: view availability, bulk orders, schedule LNP port-ins
  • Add check_username, suspend_username and unsuspend_username to reseller API
  • Created Reseller API documentation page
  • Add LNP (local number portability) tracking features to svc_phone
  • Populate MAC addresses from inventory for svc_phone devices
  • Add bulk DID vendor ordering and tracking
  • Add svc_cert for SSL certificates
  • Finish DNS editing improvements
  • Hide Communigate fields when there's no Communigate export
  • Support .au registrations with OpenSRS in addition to gTLDs / vanity ccTLDs
  • Accounts
  • Default "Edit usage" ACL off for new installs to hide the not-often-used usage fields
  • Hide Communigate fields when there's no Communigate export
  • Vitelity provisioning
  • OpenSIPS provisioning
  • Google email provisioning
  • rt_ticket export to create a ticket on service changes
  • HTTP export for accounts (svc_acct) and additional options for HTTP exports
  • svc_broadband shell commands export
  • Exports now have names
  • RADIUS export option to use the radusergroup table
  • Fix VoIP Innovations (formerly GlobalPOPs VoIP) provisioning DID selection for new API
  • More upgrade fixes for old datasets (ignore banned ACH on otaker upgrade, also cust_bill_pkg_detail, cust_pay fixes)
  • Add lock_agentnum and lock_pkgpart parameters to new customer page
  • Add cust_main-status_module config setting to control whether "Inactive" status shows instead of "Suspended" or "Canceled" when the customer had one-time charges
  • Fix "URL Limit exceeded" on Quick Payment Entry when a large number of entries are being made and an error occurs
  • Show customer balance on Quick Payment Entry
  • Move telephony-related config settings into their own section

New in version 2.1.1 (September 30th, 2010)

  • 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
  • New web tool to import customer notes
  • 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
  • "Cancel later" option available for whole customer in addition to individual packages
  • Billing:
  • Price plans:
  • Ability for a single package definition to have discounts for quarterly/annual/other term length
  • Option for anniversary packages to sync dates to other customer packages and prorate.
  • Auto-suspend after N months option
  • Events:
  • Customer credit limits
  • 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
  • New cust_bill_past_due condition: Invoice past due - offers more granular control of past due notices when customer and invoice terms vary
  • 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
  • Always show minutes and seconds instead of minutes with a decimal place
  • New CDR formats: Taqua OM, CIA, Infinite Conferencing
  • CDR SFTP/FTP options for port and passive mode
  • Import/feed CDRs from a remote database in addition to direct drop-off and CSV import
  • 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
  • Payment receipts:
  • Fix overzealous payment receipt and add an option to disable them entirely
  • 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
  • Performance:
  • Performance improvements when billing large customer bases.
  • 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 and dashboard subscriptions
  • Custom field option: "required for ticket resolution"
  • Option to include credit balance customers in aging report
  • 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
  • Fix customer signup date and restore missing ones
  • Suspension/unsuspension report
  • Invoice reports: filter by customer payment type
  • Reports for unapplied payments, refunds and credits
  • 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
  • agent_custid available in shellcommands exports
  • Default OpenSRS registrations to 1 year
  • Services:
  • DNS improvements to UI and functionality (TTL support, new record types)
  • Bulk email to search results for packages and broadband services in addition to customers
  • 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
  • Upgrade fixes for old datasets (NULL cust_pkg_reason.action & cust_credit.creasonnum, cust_pay.payby of COMP)
  • 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
  • Fix agent (reseller) payment gateway overrides throwing an error
  • 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.
  • Fix using agent_custid (legacy customer numbers) in quick payment entry

New in version 2.1.0 (June 8th, 2010)

  • Prospects:
  • New prospecting module allows tracking of contacts and prospects.
  • Billing:
  • Card storage
  • Support for CardFortress remote credit card storage.
  • Discounts:
  • New discount system with canned and on-the-fly discounting
  • Taxes:
  • Internal tax system: City taxation, subdivisions of counties
  • Credits give tax back
  • Per-package auto charge:
  • Disable automatic charging for individual customer packages
  • Reporting:
  • Search customers by signup time of day
  • Package cost (as opposed to price) reporting
  • Ticketing:
  • Updated to RT 3.8.8
  • Calendaring
  • Customers:
  • Customer classes
  • Invoices:
  • Support for importing legacy invoice numbers to cust_bill.agent_invid
  • Packages:
  • pkg-addon_classnum config option to limit additional package orders based on package class
  • rt_time price plan to bill for RT time in a more sane way than our internal bucket stuff (Jayce)
  • Services:
  • Accounts
  • Default password encoding config
  • Domains:
  • Changes to improve flow of domain registration/renewal: triggering of export on payments
  • Inventory:
  • Per-agent inventory
  • Exports:
  • FreePBX: Added build_exten.php since FreePBX won't ship it
  • Employees:
  • Migrate all otaker fields to proper access_user foreign key
  • UI:
  • When using a side menubar, put search boxes on the side too
  • Added a logout link

New in version 1.9.3 (April 21st, 2010)

  • Batteries included:
  • A tagging error in the previous release had caused some recent changes and files to be missed. This is now corrected.
  • Reports:
  • Add a basic package cost report.
  • Fix employee commission report.
  • Invoices:
  • Modify total items for balance below line and current charges above line with configurable description. also bug fixes that might close
  • Backend database support:
  • Capitalization fixes for integrated RT access with MySQL.
  • Exports:
  • More fields in the Communigate Pro export for accounts and domain account defaults.
  • Bug fixes:
  • Fix date editing when using international dates (package date edit and elsewhere)
  • When picking an associated customer or referring customer under employee edit, agent edit or customer edit, fix form getting submitted before customer search can complete ("status connecting to" browser error)

New in version 1.9.1 (October 13th, 2009)

  • A new billing event system replaces invoice events.
  • Invoice typesetting has been expanded with sections, summary page, and payment coupon options.
  • Integration with USPS address validation was added.
  • Sections were added to the customer view, as well as a file store and change history.
  • Ticketing menus have now been fully integrated, and RT updated to 3.6.
  • Many new VoIP features were added: expanded prepaid support, wholesale termination billing, and CDR import from Bell West, Broadsoft, Indosoft, Sansay, Transnexus, Troop, and Vitelity.
  • FCC Form 477 reporting was added.