📄 0.13.0 Release Notes

Version: v0.13.0
Codename: The Revenue Edition
Release Date: October 29th, 2025

Introduced progress billing for milestone-based projects and contracts.
Added automatic arrears handling for recurring services, ensuring accurate period-based billing.
Enhanced invoice breakdowns with clear subtotals, tax lines, credits, and adjustments.
Added credit memo workflows for contract invoices, improving reversal and correction processes.
Introduced multi-stage invoice validation and improved approval controls for finance teams.
Created contract billing templates for standardized service and pricing setups.

Added full QuickBooks Online and Xero integration layers for synchronized accounting data.
Implemented secure OAuth2 authentication and token refresh handling for both platforms.
Improved invoice and payment synchronization, ensuring updates in Alga PSA are mirrored in QuickBooks and Xero automatically.
Added error-resilient background sync jobs with retry and trace logging for accounting APIs.
Enhanced reconciliation logic to prevent duplicate entries and ensure accurate journal posting.
Introduced connection health checks and status indicators within the integrations dashboard.

Launched tenant discovery and secure login links, allowing users to locate and access their tenant by email.
Added session persistence for smoother user experience with strict tenant isolation.
Improved invitation and onboarding workflows, including resending used invites.
Added user login tracking, displaying last login time and authentication method.

Added Italian as a supported language in the client portal—joining English, Spanish, French, and German.
Expanded translations for portal setup, password recovery, and email notifications.
Improved locale detection and fallback logic for users without linked client accounts.
Standardized translation management across notifications and UI components.

Introduced hierarchical folders with drag-and-drop file organization.
Added preview thumbnails for PDFs, images, and videos with caching for faster performance.
Implemented breadcrumb navigation and enhanced upload reliability for large files.

Updated Gmail and Microsoft integrations to read-only OAuth scopes for enhanced security.
Added auto-detection for personal vs. work Microsoft accounts—no admin approval required for personal logins.
Localized all system email templates and added granular notification settings.
Improved Microsoft webhook logging, retry policies, and metadata tracking.

Added reverse draft invoice flows to allow safe corrections prior to finalization.
Improved contract wizard with contextual tooltips and better validation for billing models.
Unified template and live contract views for consistency.
Strengthened service synchronization between contracts, invoices, and revenue rules.

Updated dependencies (@types/node, react-resizable-panels) to resolve CI issues.
Simplified environment configuration for PostgreSQL, Stripe, and ffmpeg.
Expanded test coverage for accounting integrations, billing, and tenant discovery.
Improved structured logging and error context in integration services.

Fixed double tax calculation on manual credit notes when tax rates changed mid-cycle.
Resolved portal setup email loop when user invitations were resent after expiry.
Fixed file upload timeouts for large PDF previews in Document Manager.
Fixed contract wizard save blocking state when validation failed on one line item.
Resolved missing login event entries for SSO logins in audit logs.
Fixed pagination reset on filter clear in Invoice and Contract lists.

Corrected error logging noise in Microsoft webhook traces during empty payload events.

Full Changelog: v0.12.0...v.0.13.0

Nine-Minds/alga-psa v.0.13.0 The Revenue Edition on GitHub