v.0.0.4

Dec 3, 2024

ALGA PSA v. 0.0.4 RELEASE NOTES 

Job Scheduling System

Background Processing with pg-boss

We’ve introduced a robust scheduling system for managing background tasks:

  • Flexible job scheduling: tasks can be scheduled to run immediately, at a specific time, or on a recurring basis.

  • Automated processes: key operations, such as invoice generation, are now automated and monitored for reliability.

  • Advanced queue management: includes comprehensive tools for managing and monitoring job queues.

  • Multi-tenant support: ensures task isolation and reliability in multi-tenant environments.

  • Future-ready: establishes a strong foundation for automating additional background tasks across the platform.

Billing System

Credit Balance Tracking and Validation

A new system has been implemented to maintain accurate credit balances and transaction histories:

  • Enhanced transaction details: a balance_after field now provides greater clarity for each transaction.

  • Robust validation: automated checks ensure all credit actions are consistent and error-free.

  • Scheduled jobs: periodic validation tasks keep credit balances accurate over time.

  • Simplified calculations: added tools streamline balance calculations for better efficiency.

  • Bug fix: resolved an issue where credits were applied before tax calculations, ensuring accurate billing.

Billing Cycle Management

A smarter system for managing billing cycles and tracking invoices:

  • Historical tracking: billing cycles now include effective dates for improved traceability.

  • Invoice linking: invoices are directly associated with their respective billing cycles and source records.

  • Multi-tenant support: seamless management of billing cycles across different users or organizations.

  • Optimized performance: enhanced database indexing and unique constraints prevent overlapping billing periods.

  • Improved accuracy: addressed tax rounding discrepancies and enhanced usage/invoice state tracking.

Streamlined Billing Cycle Creation

Automated processes simplify the creation and management of billing cycles:

  • Automated nightly jobs: billing cycles are generated based on predefined schedules.

  • Precise period management: handles billing period start and end dates with high accuracy.

  • Flexible billing periods: supports a variety of billing frequencies, including weekly and monthly cycles.

  • Enhanced dashboard UI: improved visibility and usability for managing billing cycles.

  • Edge case resolutions: addressed complex scenarios in billing period calculations.

Contacts Management

Attach Documents to Contacts

Users can now upload and associate documents directly with individual contacts for improved organization:

  • Document linking: seamlessly upload and link files from the contact view page.

  • Comprehensive management: a dedicated interface simplifies document organization for contact-related files.

Project Management

Move Tasks Between Projects

Tasks can now be seamlessly transferred between projects:

  • Workflow consistency: phases and statuses are automatically aligned in the destination project.

  • Preserved attributes: tasks retain all associated attributes during the transfer process.

  • Automated validation: integrated tests ensure the integrity of task transitions and proper status alignment.