Alga PSA Release Notes v.0.0.5

Dec 12, 2024

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.