-templated web interface (start, anyway)
-separate billing and service addresses
-customer comments
-edit/part_svc.cgi
-svc_forward and better dealing with virtualdomains! and realm export to RADIUS
-customer-to-customer referrals
-quick order
-no more single default domain
+Hi,
-no more postgres/RADIUS weirdness yay!, 31 character column names etc.
-PostgreSQL no longer needs to be recompiled for long RADIUS attributes.
-RADIUS integration and RADIUS attribute defaults updated.
+I'm pleased to announce the first beta release of Freeside 1.4.0.
+Freeside is a web-based, open-source billing and account administration
+package for ISPs, web hosts, and similar businesses.
-Fuzzy searches on large data sets are much faster.
-
-Job queues have been implemented.
+You can see a web demo, read the documentation, and download the new beta
+at <http://www.sisd.com/freeside/>.
-Integration with Cyrus IMAP server.
+Although Freeside is free software, it is supported commercially with
+installation, customization, training and support services. Please
+consider our services and help support the development of the software!
-Support for instant (previously only batch) update of an ICRADIUS or
-FreeRADIUS stored in a local or remote MySQL installation (separate from
-the Freeside database)
-1.4.0 has a new Authorize.Net interface, updated for Authorize.Net 3.0
+Major new features in 1.4.0 include:
-completely templated signup server
+- Billing engine has been rewritten and now has support for easily added
+ "price plans". Included price plans include anniversary billing,
+ 1st-of-the-month billing (pro-rated and subscription), free for N days,
+ commissions for referrals and per-minute/per-hour charges.
-items setup/recur tax exempt flag
-
-jeff!
+- Customer-to-customer referrals, tracking and commissions.
-Price plans. For starters, multi-level customer-to-customer commissions
-in addition to flat rate pricing. Price plans are written in Perl and
-it's straightforward to add new ones. I'm expect we'll see plans for
-pro-rating, metered billing and the like soon.
+- Configurable invoice events triggered for delinquent customers can
+ re-send invoices, suspend accounts, charge late fees, and so on.
-New UI for packages and price plans.
+- Export and provisioning system has been rewritten. New provisioning
+ methods can now be "plugged-in" for any service type. Included exports
+ include BSD and Linux password files, configurable shell commands,
+ RADIUS (both text and SQL, including groups), BIND configuration files,
+ Cyrus, vpopmail, and many others.
-Per-package tax exemption for setup and/or recurring fee
+- Complete set of history tables tracking all changes to the database.
-New UI in the signup server, new customer and new account pages that
-breaks down access numbers by state and should be easier to use for a
-large number of dialup numbers. (POPs)
+- Job queue with display and retry for provisioning tasks.
-Database support for local call mappin - the data on what exchanges
-can call which of your access numbers as a local call.
+- UI overhaul - easier to navigate and use. Quick package order and
+ one-time charges. Separate billing and service contact information.
+ Customer comments.
-easier installation/instructions & web configuration
+- Performance optimizations.
-expedited payment-entry
-- a quick check entry tool for entering large numbers of checks as well
- as customer information on the payment entry screen
+- Financials have been rewritten. Apply payments and credits against
+ specific invoices (in whole or in part), or have the system apply
+ automatically.
-- automatic application of payments and credits to outstanding invoices
-
-#freeside-overdue
-#- the `freeside-overdue' script to list, add postal invoicing, suspend,
-# or cancel overdue and/or expired accounts.
+- Texas tax.
-- Payments and credits are applied against invoices when posted.
+- Improved documentation and easier install.
-- A bunch of UI fixes/tweaks: package browse, payment/credit entry, search
- by check #, others
-
- - Web interface for per-hour or per-minute account charges using the
- session monitor.
-
- - Invoice events - set late fees, suspension, cancellation, etc. events
- on overdue invoices.
-
- - Packages and service disable flags for a more manageable UI.
-
-HTML manpages now up-to-date and generated on install
-
-schema changes for more configurable export
-
-invoice events work & show up on invoice view
-
-- Pro-rating price plan
-
-- svc_www for virtual host services
--svc_www is here, better support for apache integration
-
-- fs_passwd/fs_passwd.cgi web-based password changer for users
-
-LinkPoint support
-
-Most notably, the main menu has gotten a significant facelift and should
-be easier to understand and use.
-
-New frequently-requested financial reports contributed by Jeff Finucane,
-thanks!
-
-The queue daemon web UI has been finished - you can now retry and remove
-jobs, error messages from failed jobs appear on the web interface, and
-account detail pages show any pending provisioning jobs for thsoe
-accounts.
-
-fs-setup should work under MySQL again. The browse links are still broken
-("all customers", "all packages", "all accounts") but at least you should
-be able to get everything else working...
-
-Critical Path provisioning has been updated and can now username changes
-and suspension/unsuspension.
-
-- New export code!
-- Name and company searches:
- - now case-insensative
- - pulldown for search type
-- Email notification for deleted payments
-- History tables - complete history of all database changes
-- Alternate invoice templates for things like late noitces
-- ICRADIUS groups (usergroup table if not radgroupreply & radgroupcheck)
-- Signup server
- - Error messages in message catalog
- - Agent is now selectable (multiple signup servers for different agents
- can now run on the same machine)
- - signup_server-realtime configuration option to run cards immediately
- - signup-alternate.html example for free and pay packages on the same
- signup page
-- Texas tax
-
-schema diagram
-
---
-
-- MySQL is now supported
-
-- BIND import and export and web UI support for editing the zone files.
- (apply the patch at http://rt.cpan.org/NoAuth/Bug.html?id=508 if
- importing zones until upstream release DNS::ZoneParse 0.9)
-
-- Welcome emails
-
-- Working company searches and job queue dependancies
-
-card retry changes (ticket 417)
-
---
-
-- real-time text radius export
-
-- one-time charges
-
-- found "must start freeside-queued as freeside" problem on freebsd.
- freeside-queued now compatible with freebsd, old openssh, mysql...
-
-- shellcommands now works! has defaults for freebsd, linux, netbsd, just directories, etc.
-
-- real-time textradius export!
#not changable yet
FREESIDE_CONF = /usr/local/etc/freeside
-VERSION=1.4.0beta2
-TAG=freeside_1_4_0_beta2
+VERSION=1.4.0
+TAG=freeside_1_4_0
help:
@echo "supported targets: aspdocs masondocs alldocs docs install-docs"
+++ /dev/null
-the following is necessary to upgrade from 1.4.0pre ( 9 or 10 )
-to 1.4.0pre11
-
-if you're upgrading from before 1.4.0pre11 see README.1.4.0pre9 first!
-
-if you're upgrading from 1.3.1 follow the instructions in
-httemplate/docs/upgrade8.html instead
-
-----
-
-install rsync <http://rsync.samba.org/>
-
-install the FS perl modules and httemplate as per install.html or upgrade8.html
-
-ALTER TABLE queue ADD svcnum int NULL;
-ALTER TABLE queue ADD statustext text NULL;
-CREATE INDEX queue1 ON queue ( svcnum );
-CREATE INDEX queue2 ON queue ( status );
-
-DROP TABLE part_export_option;
-CREATE TABLE part_export_option (
- optionnum int primary key,
- exportnum int not null,
- optionname varchar(80) not null,
- optionvalue text NULL
-);
-CREATE INDEX part_export_option1 ON part_export_option ( exportnum );
-CREATE INDEX part_export_option2 ON part_export_option ( optionname );
-
-Run bin/dbdef-create
-
-Restart Apache and freeside-queued
-
+++ /dev/null
-the following is necessary to upgrade from 1.4.0pre11 to 1.4.0pre12
-
-if you're upgrading from before 1.4.0pre12 see README.1.4.0pre11 first!
-
-if you're upgrading from 1.3.1 follow the instructions in
-httemplate/docs/upgrade8.html instead
-
-----
-
-install HTML-Widgets-SelectLayers from CPAN or http://www.420.am/selectlayers
-
-install the FS perl modules and httemplate as per install.html or upgrade8.html
-
-ALTER TABLE cust_bill_event ADD status varchar(80);
-ALTER TABLE cust_bill_event ADD statustext text NULL;
-UPDATE cust_bill_event SET status = 'done';
-DROP INDEX cust_bill_event1;
-
-CREATE TABLE radius_usergroup (
- usergroupnum int primary key,
- svcnum int not null,
- groupname varchar(80) not null
-);
-CREATE INDEX radius_usergroup1 ON radius_usergroup ( svcnum );
-CREATE INDEX radius_usergroup2 ON radius_usergroup ( groupname );
-
-ALTER TABLE svc_acct ADD sec_phrase varchar(80) NULL;
-CREATE TABLE msgcat (
- msgnum int primary key,
- msgcode varchar(80) not null,
- locale varchar(16) not null,
- msg text not null
-);
-CREATE INDEX msgcat1 ON msgcat ( msgcode, locale );
-
-CREATE TABLE export_svc (
- exportsvcnum int primary key,
- exportnum int not null,
- svcpart int not null
-);
-CREATE UNIQUE INDEX export_svc1 ON export_svc ( exportnum, svcpart );
-CREATE INDEX export_svc2 ON export_svc ( exportnum );
-CREATE INDEX export_svc3 ON export_svc ( svcpart );
-
-ALTER TABLE part_export RENAME svcpart TO deprecated;
-
-ALTER TABLE part_pkg ADD taxclass varchar(80) NULL;
-
-CREATE TABLE cust_tax_exempt (
- exemptnum int primary key,
- custnum int not null,
- taxnum int not null,
- year int not null,
- month int not null,
- amount decimal(10,2)
-);
-CREATE UNIQUE INDEX cust_tax_exempt1 ON cust_tax_exempt ( custnum, taxnum, year, month );
-
-ALTER TABLE cust_main_county ADD taxclass varchar(80) NULL;
-ALTER TABLE cust_main_county ADD exempt_amount decimal(10,2);
-
-Run bin/dbdef-create
-
-Run bin/create-history-tables
-
-Run bin/dbdef-create again
-
-Run bin/populate-msgcat
-
-Set the `locale' configuration option to `en_US'.
-
-the mxmachines, nsmachines, arecords and cnamerecords configuration values have been deprecated. Use the defaultrecords configuration value instead.
-
-New export code has landed! If you were using the icradiusmachines,
-icradius_mysqldest, icradius_mysqlsource, or icradius_secrets files, see
-the "sqlradius" export instead. Use MySQL replication
-<http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Replication>
-or point the "sqlradius" export directly at your external ICRADIUS or
-FreeRADIUS (or through an SSL-encrypting proxy...)
-
-Arrange for freeside-expiration-alerter to be run daily, if desired.
-
-Restart Apache and freeside-queued
-
+++ /dev/null
-the following is necessary to upgrade from 1.4.0pre12 to 1.4.0pre13
-
-if you're upgrading from before 1.4.0pre13 see README.1.4.0pre12 first!
-
-if you're upgrading from 1.3.1 follow the instructions in
-httemplate/docs/upgrade8.html instead
-
-----
-
-install the FS perl modules and httemplate as per install.html or upgrade8.html
-
-CREATE TABLE queue_depend (
- dependnum int primary key,
- jobnum int not null,
- depend_jobnum int not null
-);
-CREATE INDEX queue_depend1 ON queue_depend ( jobnum );
-CREATE INDEX queue_depend2 ON queue_depend ( depend_jobnum );
-
-Run bin/dbdef-create
-
-Run bin/create-history-tables [username] queue_depend
-
-Run bin/dbdef-create again
-
-Restart Apache and freeside-queued
-
+++ /dev/null
-the following is necessary to upgrade from 1.4.0pre13 to 1.4.0pre14
-
-if you're upgrading from before 1.4.0pre14 see README.1.4.0pre13 first!
-
-if you're upgrading from 1.3.1 follow the instructions in
-httemplate/docs/upgrade8.html instead
-
-----
-
-install the FS perl modules and httemplate as per install.html or upgrade8.html
-
-Restart Apache and freeside-queued
-
+++ /dev/null
-the following is necessary to upgrade from 1.4.0pre (4 thru 7) to 1.4.0pre8
-
-if you're upgrading from 1.3.1 follow the instructions in
-httemplate/docs/upgrade8.html instead
-
-if you're upgradeing from before 1.4.0pre4, see
-http://cleanwhisker.420.am/cgi-bin/cvsweb/freeside/Attic/
-
------
-
-install Time::Duration and Tie::IxHash
-
-install the FS perl modules and httemplate as per install.html or upgrade8.html
-
-ALTER TABLE part_pkg ADD disabled char(1) NULL;
-ALTER TABLE part_svc ADD disabled char(1) NULL;
-
-CREATE TABLE cust_bill_event (
- eventnum int primary key,
- invnum int not null,
- eventpart int not null,
- _date int not null
-);
-CREATE UNIQUE INDEX cust_bill_event1 ON cust_bill_event ( eventpart, invnum );
-CREATE INDEX cust_bill_event2 ON cust_bill_event ( invnum );
-
-CREATE TABLE part_bill_event (
- eventpart int primary key,
- payby char(4) not null,
- event varchar(80) not null,
- eventcode text null,
- seconds int null,
- weight int not null,
- plan varchar(80) null,
- plandata text null,
- disabled char(1) null
-);
-CREATE INDEX part_bill_event1 ON part_bill_event ( payby );
-
-CREATE TABLE part_export (
- exportnum int primary key,
- svcpart int not null,
- machine varchar(80) not null,
- exporttype varchar(80) not null,
- nodomain char(1) NULL
-);
-CREATE INDEX part_export1 ON part_export ( machine );
-CREATE INDEX part_export2 ON part_export ( exporttype );
-
-CREATE TABLE part_export_option (
- optionnum int primary key,
- exportnum int not null,
- optionname varchar(80) not null,
- optionvalue text NULL
-);
-CREATE INDEX part_export_option1 ON part_export_option ( exportnum );
-CREATE INDEX part_export_option2 ON part_export_option ( optionname );
-
-ALTER TABLE cust_bill ADD closed char(1) NULL;
-ALTER TABLE cust_pay ADD closed char(1) NULL;
-ALTER TABLE cust_credit ADD closed char(1) NULL;
-ALTER TABLE cust_refund ADD closed char(1) NULL;
-
-Run bin/dbdef-create
-
-Restart Apache and freeside-queued
-
-Go to the new "View/Edit Invoice events" in the web interface and add the
-appropriate events. At the very least, you'll want to set some invoice events
-"After 0 days": a BILL invoice event to print invoices, a CARD invoice event to
-batch or run cards real-time, and a COMP invoice event to "pay" complimentary
-customers. If you were using the -i option to freeside-bill it should be
-removed.
-
+++ /dev/null
-the following is necessary to upgrade from 1.4.0pre8 to 1.4.0pre9
-
-if you're upgrading from before 1.4.0pre8 see README.1.4.0pre8 first!
-
-if you're upgrading from 1.3.1 follow the instructions in
-httemplate/docs/upgrade8.html instead
-
------
-
-install the FS perl modules and httemplate as per install.html or upgrade8.html
-
-CREATE INDEX cust_pay2 ON cust_pay ( custnum );
-CREATE INDEX cust_pay3 ON cust_pay ( paybatch );
-
-Run bin/dbdef-create
-
-Restart Apache and freeside-queued
-
-Use freeside-daily instead of freeside-bill.
-
-Use invoice events instead of freeside-overdue.
-