v0.0.13

ALGA PSA v. 0.0.13

RELEASE NOTES

🚀 New Features

Billing & Invoicing System

• Company-Specific Invoice Templates: Added per-company template selection with fallback to system-wide defaults.

• Automated Invoice Email Delivery: Implemented a prioritized billing contact system for invoice PDF emails—with fallback from billing contact to company billing/primary emails—and temporary file handling for attachments.

• Invoice Finalization Workflow: Introduced a finalized_at timestamp and audit logging to enforce data integrity by preventing modifications of finalized invoices.

• Service Pricing on Invoice Detail Lines: Auto-populated service pricing details on invoice breakdowns for more accurate billing.

Time Management

• Temporal API Integration: Replaced date-fns with the modern, timezone-aware Temporal API for more reliable date handling.

• Bulk Time Period Configuration: Enabled simultaneous creation of multiple time period settings by refactoring the automatic time period creation logic.

• Semi-Monthly Period Handling: Implemented precise calculations for periods ending on the 15th and at month-end, including handling of overlapping periods, month boundaries, and leap years.

• Ticket-Based Time Entries & Enhanced Time Entry Creation: Added the ability to create time entries directly from tickets — with timer synchronization — and integrated a dedicated dialog that pre-populates start/end times, resets after saving, and applies improved rounding to duration formatting.

• Time Entry Deletion: Introduced confirmation dialogs (via a dedicated ConfirmationDialog component) and toast notifications for a smoother deletion experience.

• Component Reorganization: Reorganized time management components into dedicated subdirectories (e.g., separating schedule components from time entry and approval components) and standardized import paths for better code maintainability.

Work Item Management

• Introduced a WorkItemDetailsDrawer for consistent work item viewing and editing.

• Enhanced the WorkItemCard (formerly TicketCard) with click-to-detail functionality for a cohesive management experience within the Technician Dispatch Dashboard.

• Introduced comprehensive user loading states and robust error handling.

• Implemented conditional rendering based on user availability with added debug logging to aid troubleshooting.

• Enhanced the Technician Dispatch Dashboard to accommodate new work item types for a more cohesive management experience.

Infrastructure & Security

• Secret Management: Switched to an async/await pattern with filesystem caching for secret loading, reducing redundant checks.

• Job Scheduler Fallback: Introduced a DummyJobScheduler to allow for graceful degradation when the primary job scheduler isn’t available.

• Build & Deployment Improvements: Enhanced Docker and environment configuration (e.g., updating APP_ENV settings and removing automatic .env deletion) and improved error handling during event bus and subscriber initialization.

🔨 Improvements

Job Processing & Monitoring

• Detailed Job Progress Tracking: Added comprehensive status updates for PDF generation and email delivery, including human-readable context (invoice numbers, company names).

• Consolidated Email Service & Job Handling: Unified email handling with templating, improved error recovery, and enhanced job status updates.

• Job Monitor UI Improvements: Updated job monitor colors and status visibility to make tracking easier at a glance.

• TypeScript Configuration Standardization: Created a shared base TS config (with @/ and @ee/ path aliases) and cleaned up unnecessary options across the codebase.

• Error Handling Enhancements: Added null safety checks and try-catch wrappers (notably around event bus and job scheduler initialization) to prevent cascading failures.

• Template Validation: Enhanced invoice template management by adding a template name input, loading states, optional parsing, and validation before saving.

• Time Calculations & Rounding Fixes: Corrected billable hour totals and floating point rounding errors, ensuring precise and accurate time entry calculations.

• Enhanced Scheduling & User Assignment:

• Added date range filtering and refresh logic to the Technician Dispatch Dashboard.

• Introduced new interface fields (additional_user_ids and assigned_user_ids) to support more flexible work item assignments.

• Replaced the MultiUserPicker with a single UserPicker that auto-assigns the current user by default in new schedule entries.

• Refactored Calendar & Dispatch UI Components:

• Extracted calendar styling into a dedicated CalendarStyleProvider component.

• Updated work item type labels to include expanded displays and a dedicated color scheme (especially for ad-hoc work items).

Work Item Management & Scheduling Enhancements

• Improved Work Item Selection UX:

• Replaced the existing WorkItemPicker with an AddWorkItemDialog to offer a more intuitive, dialog-based selection flow.

• Adjusted modal layering (with updated z-index settings) to ensure dialogs display correctly.

• Consistent Work Item Type Visibility & Theming:

• Applied design system variables to create color-coded badges that clearly indicate work item type and billable status.

• Standardized hover states across time entry components and improved UI consistency between card and table views.

• Simplified Schedule Entry User Assignment:

• Replaced the MultiUserPicker component with a single UserPicker, which now auto-assigns the current user by default, streamlining agent scheduling.

• Optimized Work Item Queries and User Assignment:

• Refactored complex SQL joins using efficient subquery aggregation to reduce redundant data processing.

• Centralized user fetching in the UI to avoid duplicate constructions of user lists.

• Simplified ad-hoc work item assignments by leveraging existing schedule entries.

• Enhanced Scheduling & User Assignment Features:

• Added date range filtering and refresh logic to the Technician Dispatch Dashboard.

• Introduced new fields (additional_user_ids and assigned_user_ids) to work item interfaces.

• Improved error handling with toast notifications to support better feedback during scheduling operations.

• Refactored Calendar & Dispatch UI Components:

• Extracted calendar styling into a dedicated CalendarStyleProvider component.

• Improved work item type labeling with an expanded display for ad-hoc work items through dedicated color schemes.

🐞 Bug Fixes

• Invoice UI Errors: Fixed issues with invoice error message display and preview label inconsistencies.

• Time Entry Calculation Issues: Resolved bugs related to total and billable time calculations and ensured correct floating point formatting.

• Company Billing Updates: Improved handling of null/empty billing email fields during company updates.

General UX Polish: Various fixes including improved confirmation dialogs and updated UI elements for a more intuitive user experience.

Full Changelog: v0.0.12...v0.0.13

v0.0.12

ALGA PSA v. 0.0.12

RELEASE NOTES

🚀 New Features

Invoice System Enhancements

• Invoice Preview System: Introduced a new preview capability, enabling users to view invoice details for billing cycles before finalizing.

• Non-Persistent Invoice Calculations: Added previewInvoice action, which calculates invoice data without affecting the database.

• Improved Invoice Workflow: Renamed the "Generate" action to "Finalize" to reflect the invoice lifecycle process better.

• UI Updates: Integrated a preview button and modal interface within the AutomaticInvoices component.

• Error Handling: Enhanced error handling for billing plan operations to improve user experience.

• PDF Generation: Implemented PDF export functionality using Puppeteer for high-quality, server-rendered invoices.

• Download Option: Added an easy PDF download option in the invoice actions menu.

• Metadata Storage: Enabled metadata handling in the storage service to support structured document management.

• Bulk Invoice Downloads: Introduced ZIP generation service and batch selection functionality for downloading multiple invoices simultaneously.

• Background Job System: Implemented PostgreSQL-based background job processing with pg-boss to handle ZIP generation and invoice processing tasks efficiently.

Product and License Management

• New Service Types: Introduced Product and License service types in the service catalog for expanded offerings.

• Product Tracking: Added SKU and inventory count management for product-based services.

• License Management: Enabled support for various license terms (monthly, annual, perpetual) with seat limits for greater flexibility.

• Billing Engine Updates: Extended the billing system to handle charges for product and license services.

• Service Catalog Filters: Added filtering options to the catalog manager for streamlined service selection.

• Service Form Enhancements: Updated the quick-add service form to capture product and license-specific details.

Job Monitoring System

• Comprehensive Monitoring: Developed a robust job monitoring system to track job status and lifecycle events.

• Status Updates: Introduced job lifecycle status types (pending, processing, completed, failed, active, queued) for better visibility.

• Dashboard Integration: Added a job monitoring dashboard with real-time metrics and status updates every 5 seconds.

• System Menu Integration: Created a dedicated system menu section for job monitoring.

Time Management

• Ad-Hoc Time Entries: Enabled ad-hoc time entry creation with automatic time population for increased flexibility.

• Work Item Integration: Seamlessly integrated ad hoc time entries with existing work item selection systems.

• Time Entry Enhancements: Added a time and date selection component for more intuitive scheduling.

• Drawer Integration: Integrated TicketDetails, TaskEdit, and EntryEdit components within a unified drawer interface.

🔨 Improvements

Configuration Updates

• Environment Configuration: Added dotenv support with override options, ensuring .env files take precedence over system variables.

• Helm Configuration: Updated Helm charts to improve environment file handling and streamline the build process.

System Improvements

• File Handling: Updated Content-Disposition header to use the original filename for better consistency.

• Job Scheduler: Moved InvoiceZipJobHandler registration to initializeApp for cleaner architecture.

• Template Rendering: Added semantic class names and section identifiers to improve template rendering logic.

• List Calculations: Enhanced row calculation logic for better handling of grouped elements and aggregation rows.

UI/UX Enhancements

• Sticky Column Feature: Made the left column of the timesheet component sticky for easier navigation.

• Form Enhancements: Improved form layouts, interactions, and field organization for a more intuitive user experience.

• Save Button Behavior: Enhanced Save button functionality to provide better user experience.

• Styling Updates: Standardized component spacing and styling for a cohesive look and feel.

🐞 Bug Fixes 

• Invoice Rendering: Resolved rendering issues and eliminated loops during invoice generation.

• Data Handling: Fixed section identification and data processing errors in billing components.

• Company Picker: Corrected company picker functionality to improve selection accuracy.

• Ad-Hoc Item Filtering: Fixed filtering logic for ad-hoc items and work item ID updates.

• UI Fixes: Resolved misaligned UI elements, empty form issues, and dropdown width inconsistencies.

• Time Entry Fixes: Corrected auto-population of start and end times for ad-hoc entries.

Full Changelog: v0.0.11...v0.0.12

v0.0.11

ALGA PSA v. 0.0.11

RELEASE NOTES 

New Features

Enhanced TemplateRenderer

• Dynamic Invoice Fetching: TemplateRenderer now accepts invoiceId instead of invoiceData and dynamically fetches invoice details.

• Improved List Rendering: Added support for grouped lists with aggregation and better rendering logic.

• Error Handling: Enhanced error handling and loading states during data fetching.

• Date Parsing Fix: Resolved issues with getBasicInvoiceViewModel to handle both string and Date objects.

• Price Calculation Update: Adjusted total_price calculation in the Invoice model to exclude tax amounts.

• Updated Templates: created new migration for new standard and detailed templates.

• Styling Updates: Introduced new CSS classes for grouped list styling.

Invoice Management Enhancements

• Discount Support: Added percentage and fixed-amount discounts for invoices, applicable to line items or the entire invoice.

• Manual Line Items: Users can now add, edit, and remove manual line items in invoices.

• Navigation Improvements: Replaced action buttons with dropdown menus, URL-based state management, and browser navigation support.

• Editing Manual Invoices: Added functionality to edit manually created invoices, with proper validation and error handling.

Billing Features

• Date Conflict Resolution: Implemented conflict detection for overlapping billing cycles with enhanced validation and error handling.

• Improved Billing Plan Management: Added a robust BillingPlanDialog component for editing plans, introduced constants for plan types, and improved UI with formatted display values.

Timesheet Approval Changes

• New Features:

• Added ability to view and manage approved timesheets.

• Implemented timesheet approval reversal functionality.

• Updated UI to display approved timesheet statuses with reversal options.

• Billing Plan Integration:

• Added service category change handling for billing plans.

• Improved time entry queries for accurate billing calculations.

• Error Handling:

• Enhanced invoice generation error handling.

• Added safety checks for invoiced entries before reversal.

• Improved billing calculation logging with company names.

Project Management

• Added Editable Start and End Dates for Project Phases and Tasks:

• Start and end dates for project phases are now editable.

• Phases are ordered by their end date in the project list for better organization.

• Tasks now support editable start and end dates, providing more flexibility in scheduling.

• Enhanced user interface for date editing with real-time validation.

Improvements

Time Entry Enhancements

• Validation & Usability Improvements:

• Smart Error Handling: Errors now only display during save attempts and clear when making changes

• Precise Duration Tracking: Uses actual time differences for duration calculations

• Billable Time Enforcement: Maintains billable state during invalid entries with 1-minute minimum duration

• Consistent UI: Updated visual style to match other components

• Validation Timing: Improved feedback timing with validation on save

• Component Architecture Improvements:

• Split TimeEntryDialog into: Dedicated edit form component, Read-only view component and Loading skeletons

• Performance Boost: Implemented memoization and useCallback optimizations

• Created dedicated utility files

• Extracted types to separate definitions

• Enhanced UIStateContext for better state management

• Flexible Time Handling:

• Adaptive Time Entry: Supports both manual input and picker-based entry

• Immutable Updates: Type-safe state management for reliability

Work Item Picker Enhancements

• Collapsible Filters: Improved filtering options with the addition of:

• 'Assigned to' dropdown

• 'Assigned to me' switch

• Client dropdown

• Date range filters

• Reset filters functionality.

Automation Updates

• Latest UI Automation Updates:

• Migrated from direct Puppeteer commands to higher-level helper functions.

• Added helpers like type(), click(), select(), and wait_for_navigation().

• Enhanced error handling and server resource cleanup.

• Improved type support for automation tasks.

• Simplified integration by removing Anthropic client and consolidating LLM providers.

Bug Fixes

• Invoice Template Cloning: Resolved issues with cloning invoice templates.

• Resolved unused fields in billing configuration.

• Corrected labels for invoice types.

• Adjusted width for work item picker inside parent container.

• Various UI and functionality fixes in billing plans and billing dashboard.

Full Changelog: v0.0.10...v0.0.11

v0.0.10

ALGA PSA v. 0.0.10

RELEASE NOTES 

New Features

AI Automated Testing

• Enhanced Select Accessibility and Testing Support:

• Improved ARIA attributes and roles for select components.

• Introduced a new PuppeteerHelper class for select interaction utilities.

• Refactored UI automation tools to handle Radix UI select components better.

• Added a code execution dialog in the automation UI for direct script testing.

Diff Tracking for UI State Changes

• Integrated jsondiffpatch to track and report UI state changes after Puppeteer actions.

• Added computed diffs between old and new UI states after script execution.

• Improved error handling to return diffs even when scripts fail.

• Increased post-action wait time to 200ms for more reliable state capture.

JSONPath Filtering and Enhanced UI State Tracking

• Added JSONPath filtering to UI state queries for better performance and smaller payloads.

• Enhanced UI reflection system with new component types and improved state tracking.

• Improved error handling and logging in automation scripts.

Tool Calling Improvements

• Transitioned to manual tool calling for better functionality across models.

• Removed redundant selector waiting since state changes are now tracked.

UI Components Enhancements

• Added helperText support to UI components for better user feedback and accessibility.

• Implemented error state feedback in the QuickAddTicket dialog using helperText.

• Optimized CustomSelect performance with useMemo for options processing.

• Integrated jsondiffpatch for future state diffing optimizations.

• Refactored Reflection UI for Tickets

• Removed parent-child relationships through React context.

• Consolidated UI component registration logic and improved type safety.

• Standardized data-automation-id attributes for better automated testing.

Project Management

• Implemented Project Manager and Contact fields for projects using assigned_to and contact_name_id fields with corresponding UI support.

• Made project details editable in a drawer.

• Added status changes for projects.

• Added client and contact information to the top of the project page.

• Added notifications for projects and project tasks.

• Ensured project task notifications are sent to all expected recipients.

• Added JSONPath filtering to UI state queries for better performance and smaller payloads.

• Converted project pages to client components with loading states.

• Enhanced BackNav component with href support.

• Ensured projects are ordered by end date.

Dashboard Functionality

• Made dashboard tiles clickable and linked them to their respective pages.

• Added proper href links to Quick Start tiles for client creation, asset configuration, and team member invitations.

UI Improvements

Drawer and Focus Management:

• Adjusted drawer width and synchronized fade and slide animations.

• Improved focus management and ensured proper unmounting of components.

DataTable component:

• Added width property to DataTable and adjusted column widths on multiple pages.

Bug Fixes

• Resolved rendering glitches in the AI QA system.

• Fixed project phase number display.

• Removed redundant profile tab from the settings page.

• Fixed rendering issues and merge conflicts related to the company picker, ticket screen, and datatable components.

Full Changelog: v0.0.9...v0.0.10

v0.0.9

ALGA PSA v. 0.0.9

RELEASE NOTES 

New Features

Billing System

• Added support for early invoice generation with warnings

• Introduced billing cycle reversal functionality.

• Extended invoice schema with billing period tracking.

• Added new tables for invoice templates, annotations, and time/usage linking.

• Enhanced billing cycle UI with status indicators and actions.

• Comprehensive error handling for invoice generation and hard delete for invoices with proper cleanup.

Projects Management

• Enabled drag-and-drop task reordering, allowing users to visually manage task order with greater flexibility:

• Tasks maintain their order through WBS codes with visual indicators showing drop positions.

• Added reorderTasksInStatus server action and removed the unique constraint on WBS codes.

• Enabled editing of separate checklist items by clicking directly on them, improving task card usability.

• Added 'Not assigned' option to the task assignment dropdown and set it as the default for new tasks.

• Removed confirmation dialog for appearing for closing project task without changes.

Ad-Hoc Schedule Entries

• Introduced ad-hoc schedule entries that can be added without a specific work item:

• Made work_item_id nullable in the database schema.

• Added ad_hoc as a valid work_item_type.

• Updated UI components to handle ad-hoc entries and enhanced validation logic.

• Improved logging and error handling.

Advanced Ticket Filtering

• Added advanced filtering options for ticket categories, improving flexibility and precision in ticket management:

• Introduced Exclude functionality to filter out specific categories.

• Added "No Category" option for tickets without categorization.

• Implemented unified clear selection behavior across dropdown.

• Replaced CategoryPicker implementation with TreeSelect for better accessibility.

• Added proper indentation for nested items in the TreeSelect component, based on hierarchy level.

• Enhanced dropdown arrow visibility, alignment, and hover interactions.

• Improved multi-select state handling and maintained backward compatibility.

• Addressed text overlap issues and ensured proper spacing for nested items.

• Added truncation for long text items and improved visual feedback during interactions.

• Added reset filters button on the ticketing dashboard to provide a single-click reset option.

• Added a company picker to the set of filters, enhancing flexibility in ticket management.

Hierarchical UI Reflection System

• Implemented parent-child relationships between UI components.

• Updated UIStateContext to handle component hierarchy and refactored component registration to support nested structures.

• Added hooks for child component registration and typing support for hierarchical relationships.

• Improved documentation with hierarchy examples.

LLM Streaming and Tool Execution Logic

• Updated type definitions for accumulatedInput to handle undefined values.

• Enhanced handling for multiple tool calls and stream disconnections.

• Fix JSON parsing and empty input handling in tool execution

• Update system prompts and standardize prompt references

• Remove welcome message from initial chat state

• Add check for tool index > 0 in base OpenAI client

• Enhance tool definitions with clearer descriptions

• Add guidelines for tool execution flow in system message

Improvements

UI Reflection Enhancements

• Added sophisticated JSONPath filtering to UI state queries, improving performance and reducing response payload sizes.

• Introduced new component types: Container, Card, DataTable.

• Enhanced UI state tracking for forms and dialogs, better type safety, and automated ID generation with UUID.

• Improved error handling for state queries.

• Documentation updates for new filtering capabilities.

UI/UX Enhancements

• Set the title field to be auto-focused on project task when the form loads, reducing the need for an extra click.

• Adjusted font sizes and made the entire project task card clickable.

Bug Fixes

• Fixed issues with duplicate headers on confirmation dialogs

• Removed duplicate FSM state.

• Addressed text overlap and spacing issues in hierarchical selection components.

• Improved project handling after TreeSelect changes.

• Refined subcategory handling.

**

Full Changelog: v0.0.8...v0.0.9

v0.0.8

ALGA PSA v0.0.8

RELEASE NOTES

New Features

AI-Driven Browser Automation and LLM Integration:

We introduced a powerful AI-driven browser automation tool leveraging Puppeteer and a Next.js frontend. This comprehensive update includes:

Core Features

• Multi-Provider LLM Support: Modular client architecture supporting Anthropic, OpenAI, and custom OpenAI providers with error handling, response streaming, and timeout safety.

• Data-Automation-ID System: Consistent UI state and DOM automation IDs for testing and LLM interactions, implemented across core UI components and documented in ui_automation_ids.md.

• UI Reflection System: Real-time JSON description of UI state for automated testing and LLM-driven interactions, including WebSocket-based broadcasting, component metadata tracking, and stable component ID guidelines.

• Tools for Enhanced Interaction:

• get_ui_state: Efficient page analysis.

• execute_puppeteer_script: Direct browser interaction.

• Increased HTTP header size for larger payloads.

• Chat Interface: Implemented a real-time chat interface using SSE, a live browser feed with WebSocket support, and enhanced log displays with structured entries and timestamps to streamline troubleshooting.

Code and Deployment

• Dockerized AI automation service replacing Postgres container.

• Improved error handling, string formatting, and type safety in chat services.

• Enhanced startup and shutdown logging for detailed server status.

Scheduling System:

• Added ability to schedule multiple agents:

•  Updated technician assignment logic to use assigned_user_ids instead of user_id.

• Removed unnecessary useEffect cleanup in TechnicianDispatchDashboard.

• Added console logs for debugging recurrence pattern generation.

Tickets Management:

• Implemented ticket deletion functionalilty:

• Added deleteTicket action to ticketActions.

• Implemented dropdown menu with delete option in TicketingDashboard.

• Enabled ticket deletion directly from the dashboard with an audit trail, tracked via the TICKET_DELETED event, ensuring accountability.

• Added a confirmation dialog for ticket deletion.

• Removed contact requirement from QuickAddTicket

Improvements

Billing System:

• Enhanced UI and service management with new features:

• Added plan type selection options, including Fixed, Hourly, Usage-based, and Bucket-based billing structures.

• Improved end date handling for ongoing or fixed-duration plans.

• Added confirmation dialogs for deletion operations.

• Consistent error propagation and validation.

• Improved error handling in billing plan actions.

• Implemented technical updates for better maintainability and user experience.

Client Management:

• Implemented automatic application of default tax settings for newly created companies, ensuring compliance and streamlining setup processes.

Bug Fixes

• Resolved Puppeteer issues on macOS.

• Refactored CompanyPicker component for better dropdown positioning and event handling.

• Fixed issues with the first item selection in various interfaces.

• Fixed schedule migrations and entry assignee logic.

• Addressed portaling issue in CompanyPicker where clicks went through the dropdown.

• Added stability improvements and streamlined CSS selector usage in AI automation tools.

• Corrected redis state resets on password changes.

Documentation

• Updated and reorganized setup guides for clarity and usability:

• Detailed instructions for both Community and Enterprise Editions.

• New sections for getting started, configuration, and deployment.

• Documentation links standardized for consistency.

• Documented usage and best practices for automation IDs in ui_automation_ids.md.

Full Changelog: v0.0.7...v0.0.8

v0.0.7

Major Updates:

Rich Text Document System

• Implemented rich text document storage and versioning system
• Added BlockNote editor integration
• Created document_content and document_block_content tables
• Enhanced content organization and management
• Added document selector for company notes
• Improved UI for document editing

Timezone Management

• Added timezone support for clients
• Created new TimezonePicker component with search and grouping
• Updated CompanyDetails and UserProfile components

Interaction Types System

• Implemented system-wide interaction types
• Added support for tenant-specific custom types
• Updated UI to distinguish between system and custom types

Event System & Notifications

• Implemented Redis-based event system
• Added comprehensive email notification system
• Created database-driven email templates
• Implemented notification preferences
• Updated ticket actions to send emails

Hocuspocus Security Enhancements

• Added DOCKER_SECRETS_PATH and LOCAL_SECRETS_PATH
• Implemented secure secret management
• Enhanced hocuspocus password handling
• Updated Docker configurations

Build Configuration Update

• Updated build configuration and Docker setup
• Updated documentation and helm charts

Minor Updates:

Content Column Adjustment

• Left content column around for compatibility

Datatable Pagination

• Fixed pagination issues in datatable
• Merged pagination improvements

Datatable Fix

• Fixed pagination implementation in datatable

Ticket Contact Update

• Merged client contact change functionality

UI Improvements

• Added save and cancel buttons for better UX

Ticket Editing

• Enabled contact and company editing on existing tickets

v0.0.6

ALGA PSA v. 0.0.6

RELEASE NOTES 

New Features

Docker and Configuration Management:

• Migrated sensitive data to Docker secrets for enhanced security.

• Split docker-compose into base, Community Edition (CE), and Enterprise Edition (EE) configurations.

• Added health checks and improved environment validation.

• Enhanced database security with improved Row Level Security (RLS).

• Improved service startup sequences and environment validation.

• Streamlined the setup process with improved secrets management.

• Introduced centralized secrets management with getSecret utility.

• Improved environment configuration validation and added detailed startup logging.

• Added proto generation scripts for Enterprise Edition.

Timesheet Comments:

• Added visual indicators for comments requiring changes.

• Improved comment UI with distinct styling for approver vs. employee comments.

• Optimized comment loading using parallel fetching with Promise.all.

• Added specialized UI for the "Changes Requested" status.

• Improved real-time updates for comment refresh logic.

Team Management:

• Improved team creation flow with required manager selection.

• Added confirmation dialog for team deletion.

• Implemented cascading delete for team members.

• Updated button labels for clarity (e.g., "Save" renamed to "Rename").

• Added cancel option to team creation form.

Improvements

Ticketing Settings:

• Improved inline editing behavior in TicketingSettings:

• Fixed cursor focus and input field positioning issues.

• Added keyboard support (Enter to save, Escape to cancel).

• Prevented table row click events using stopPropagation.

• Improved error handling for failed updates.

• Switched Ticket Settings tabs to use getCurrentUser instead of useSession for consistency.

Time Periods:

• Updated "Add Entry" button in the Time Entry UI:

• Added a Plus icon for better clarity.

• Disabled the button while editing unsaved entries.

• Converted TimeTrackingPage to a client component for improved loading states.

• Added loading skeletons and improved error handling for time periods.

• Cleaned up unnecessary UI-only properties before saving TimeEntry data.

• Improved performance monitoring with Profiler.

Time Entry:

• Enabled inline editing for time entry dialog.

• Added real-time validation for start/end times.

• Implemented delete functionality for time entries.

• Improved time slot suggestions based on existing entries.

• Added visual feedback for unsaved changes.

• Enhanced accessibility with better button labels and icons.

• Added automatic data refresh after saves and deletes.

Documentation

Setup Guides:

• Added a new Complete Setup Guide for both CE (Community Edition) and EE (Enterprise Edition), replacing the previous Quick Start video guide.

Secrets Management:

• Introduced detailed documentation for centralized secrets management and the getSecret utility.

Structure and Organization:

• Updated documentation to reflect the CE/EE project structure split.

• Reorganized content into clear categories for improved readability.

• Cleaned up outdated or redundant sections.

Workflow System:

• Added comprehensive workflow.md documentation detailing the Enterprise Edition Workflow System.

• Updated overview.md to integrate the Workflow System with improved modularity and formatting.

Link Updates:

• Ensured consistency across all documentation links.

Performance

• Refactored timesheet comment fetching for better performance.

• Optimized state updates in Time Entry dialog.

• Reduced code duplication and unnecessary data fetching.

• Eliminated Protocol Buffers in workflow management.

Bug Fixes

• Fixed compilation issue with team list types.

• Fixed cursor focus and position issues in Ticketing Settings inline edits.

• Prevented dropdown shrinking to placeholder width.

• Resolved date formatting issues in timesheet comments.

• Fixed duplicate key issues across multiple components that use DataTable by ensuring unique keys for table rows.

• Resolved nested button issue causing hydration errors.

• Fixed npm run command.

Full Changelog: v0.0.5...v0.0.6

v0.0.5

ALGA PSA v. 0.0.5

RELEASE NOTES 

New Features

Enterprise Workflow System with Visual Graph Editor:

• Preview of workflow system for MSP business process automation

• Visual graph editor

• Component library for workflow nodes (thinking, action, classifier, etc.)

• Dark theme styling for workflow editor

• Documentation for enterprise edition workflow system

Invoice Templates:

• Added standard invoice templates and improved template management.

• Introduced template cloning, editing UI with DSL support, and visual indicators for selection.

• Made standard templates immutable, with enhanced support for customizations.

• Enhanced template selection with visual indicators.

Billing:

• Added tax region auto-population for tickets based on company defaults.

• Added tax-exempt handling for manual invoices.

• Added credit balance field for company and implemented credit balance calculation logic.

• Implemented manual invoice generation, including tax calculations and transaction recording.

• Enhanced invoice generation with multi-type support (manual, automatic, prepayment).

Project Task Management:

• Enabled multi-agent task assignments, enhancing collaboration.

• Ensured proper filtering of agents available for assigning.

• Updated project task card UI to display the count of additional assigned agents.

• Added search and filtering options for linking existing tickets to project tasks.

Password Management:

• Enabled self-service password changes for users and admin-level controls for all accounts.

• Added password validation, strength requirements, and improved authentication flows.

Time Periods:

• Added automated end-of-period settings and period creation scheduling by integrating a new job handler in app initialization.

• Added "No End Date" option for time periods.

Improvements

General UI:

• Implemented full navigation for the menu.

• Refined auto-scrolling behavior.

• Added visual effects to drag-and-drop operations.

• Updated the task creation form for maintainability.

• Enhanced checklist items to use a textarea component with auto-growing capability for dynamic height for better flexibility.

• Enhanced user picker component to filter out clients.

Work Items:

• Enhanced work item picker UI with options to handle inactive project visibility.

• Replaced infinite scroll with paginated navigation.

• Added detailed display for tickets and project tasks.

• Extended work item interface with specific fields for tickets and tasks.

• Improved database queries to fetch related project and phase information.

• Implemented dedicated rendering logic for different work item types.

• Optimized state management for work item listing.

Time Periods:

• Improved time period overlap detection logic.

• Improved edit and delete functionality for time periods.

• Added checks to prevent modification of periods with existing timesheets to prevent data loss.

• Improved period boundary calculations for week/month/year frequencies.

Billing:

• Standardized monetary fields to integer cents.

• Improved handling of null/undefined values in form inputs.

Performance

• Resolved rendering loops in datatables by stabilizing cell IDs.

• Refactored TreeSelect component to make it reusable.

Bug Fixes

• Fixed permissions display on user roles page.

• Fixed date formatting consistency using UTC.

• Fixed issue with cell id stability in datatables which was causing infinite rendering loops.

• Corrected tax region handling and calculation rounding.

• Fixed handling of compound last names fetched from client full name.

v0.0.4

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.

Full Changelog: v0.0.3...v0.0.4