ALGA PSA v. 0.7.0
RELEASE NOTES
🌟 New Features & Enhancements
💳 Billing System Improvements
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Plan Bundles: Introduced Plan Bundles, allowing companies to manage groups of billing plans as a single entity 📦
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New database schema and UI components for bundle management.
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Enhanced invoice generation to support bundle-based billing.
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Reporting and metrics for bundle tracking.
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Billing Method Separation: Restructured service catalog with new 'billing_method' field to improve clarity and flexibility 🧩
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Multiple Billing Plan Disambiguation: Implemented a system to resolve conflicts when a service is eligible under bucket billing plans, ensuring proper charge calculations 🧠
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Service-Specific Configuration for Billing Plans: Expanded the billing system to support tiered pricing and granular service configurations, improving pricing flexibility 📊
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Billing Dashboard Enhancements:
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Standardized action columns across billing lists.
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Improved service management, discount handling, and UI consistency.
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Refactored Billing Plan Configuration UI: Specialized UI components per plan type (Fixed, Usage, Bucket, Hourly) for clarity and maintainability. 🦔
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Configurable Service Types: Service types can now be managed dynamically instead of being hardcoded, providing greater flexibility for different tenants. 🃏
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Enhanced Fixed Plan Configuration: Introduced dedicated base_rate field and specialized components for fixed plan management 💲
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Improved error handling: When attempting to delete billing plans 🌺
Data Management Optimization
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Task Data Loading: Optimized loading for kanban board and task dialogs with lazy loading for ticket links and resource data ⚡
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Database Performance: Improved PgBouncer settings for better connection handling and query performance 🔌
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Billing Dashboard Fixes: Resolved multiple UI and functionality issues across all billing dashboard tabs 🛠️
Form and Input Improvements
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Dynamic Field Validation: Added '*' indicators to required fields with helper text and improved validation timing 🔍
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Enhanced Dropdown Behavior: Implemented event.stopPropagation() throughout components to prevent parent handlers from interfering 🖱️
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Improved Error Handling: Added robust error handling for malformed content and edge cases in rich text components 🛡️
Rich Text and Markdown Support
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Centralized BlockNote to Markdown Conversion: Robust conversion utility with support for styled text, various block types, and complex formatting 📝
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Enhanced Comment Handling: Added explicit markdown content extraction and storage for all comments with comprehensive error handling 💬
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Improved Rich Text Editor: Enhanced JSON parsing and empty block removal for better content display 📄
Advanced User Selection System
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Unified UserPicker Component: Standardized user selection interface across the application with consistent styling and behavior 👤
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Intelligent Dropdown Positioning: Dynamic positioning that adjusts based on available viewport space for better usability 📱
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Enhanced Role-Based Filtering: Modified components to fetch and utilize user roles data for contextual filtering 🔍
Enhanced Contact Management
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Avatar Support in ContactPicker: Integrated visual identification with consistent name parsing for better user recognition 🧑💼
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Improved Contact Selection: Refactored to use ContactPicker component consistently across forms with better inactive contact distinction 👥
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Enhanced Search Functionality: Added robust search capability with keyboard navigation in contact selection interfaces 🔍
User Interface Enhancements
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Drawer Component Consistency: Improved drawer behavior with conditional rendering of close buttons to prevent duplicates 🚪
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Standardized Billing Lists: Implemented consistent action columns and row-click edit functionality across all billing tables 📋
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Billing Submenu: Added dedicated submenu for each billing tab for improved navigation 🧭
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Activity Components: Enhanced activity aggregation queries to include status name and color for better visual distinction 🎨
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Ticket UI Spacing: Tightened up spacing in ticket components for better visual hierarchy and organization 📏
Billing System Refinements
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Discount Calculation: Fixed calculation issues and improved field editing in ManualInvoices component 💰
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Invoice Number Field: Moved to top position and fixed editing capabilities for manual invoices 🔢
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Line Item Terminology: Renamed "collapse" to "Add" and "Add Line Item" to "Add Charge" for clarity 📝
🐞 Bug Fixes
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Fixed deletion constraint handling with plan services to prevent database errors when removing plans 🗑️
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Ensured new plans auto-navigate to edit mode for better user experience 🧭
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Fixed missing back button navigation on plan details screen 🔙
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Corrected label and data source for "Applicable Services" list in plan configurations 🏷️
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Resolved incorrect division/handling of rates in Hourly plan service configuration 🧮
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Fixed inconsistent edit behavior on the billing plan list for better navigation 🖱️
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Prevented immediate database errors when saving Usage and Bucket plans 💾
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Fixed SQL error in the Credits tab and improved UI navigation 📊
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Fixed edit time period setup dialog for better configuration management ⏰
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Resolved PgBouncer configuration issues with prebuilt Docker compose setup 🐳
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Fixed saving functionality for new project tasks 📋
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Improved task deletion by validating time entries before removal. 🧾
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Fixed leftJoin syntax in task queries.🛜
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Corrected compilation errors in build process 🔧
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Fixed ticket routing path to include /msp/ prefix for consistent navigation 🔀
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Added onClose prop to Ticket Details for proper drawer integration. 🀄
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Hid back/cancel buttons when in drawer context. 👈
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Fixed React dependency warnings in the TimeSheet component. 🔗
Full Changelog: v0.5.0...v0.7.0