View on Github: https://github.com/Nine-Minds/alga-psa/releases/tag/v0.7.0

🌟 New Features & Enhancements

💳 Billing System Improvements

• Plan Bundles: Introduced Plan Bundles, allowing companies to manage groups of billing plans as a single entity 📦

  • New database schema and UI components for bundle management.

  • Enhanced invoice generation to support bundle-based billing.

  • Reporting and metrics for bundle tracking.

• Billing Method Separation: Restructured service catalog with new 'billing_method' field to improve clarity and flexibility 🧩

• Multiple Billing Plan Disambiguation: Implemented a system to resolve conflicts when a service is eligible under bucket billing plans, ensuring proper charge calculations 🧠

• Service-Specific Configuration for Billing Plans: Expanded the billing system to support tiered pricing and granular service configurations, improving pricing flexibility 📊

• Billing Dashboard Enhancements:

  • Standardized action columns across billing lists.

  • Improved service management, discount handling, and UI consistency.

• Refactored Billing Plan Configuration UI: Specialized UI components per plan type (Fixed, Usage, Bucket, Hourly) for clarity and maintainability. 🦔

• Configurable Service Types: Service types can now be managed dynamically instead of being hardcoded, providing greater flexibility for different tenants. 🃏

• Enhanced Fixed Plan Configuration:  Introduced dedicated base_rate field and specialized components for fixed plan management 💲

• Improved error handling: When attempting to delete billing plans 🌺

Data Management Optimization

• Task Data Loading: Optimized loading for kanban board and task dialogs with lazy loading for ticket links and resource data ⚡

• Database Performance: Improved PgBouncer settings for better connection handling and query performance 🔌

• Billing Dashboard Fixes: Resolved multiple UI and functionality issues across all billing dashboard tabs 🛠️

Form and Input Improvements

• Dynamic Field Validation: Added '*' indicators to required fields with helper text and improved validation timing 🔍

• Enhanced Dropdown Behavior: Implemented event.stopPropagation() throughout components to prevent parent handlers from interfering 🖱️

• Improved Error Handling: Added robust error handling for malformed content and edge cases in rich text components 🛡️

Rich Text and Markdown Support

• Centralized BlockNote to Markdown Conversion: Robust conversion utility with support for styled text, various block types, and complex formatting 📝

• Enhanced Comment Handling: Added explicit markdown content extraction and storage for all comments with comprehensive error handling 💬

• Improved Rich Text Editor: Enhanced JSON parsing and empty block removal for better content display 📄

Advanced User Selection System

• Unified UserPicker Component: Standardized user selection interface across the application with consistent styling and behavior 👤

• Intelligent Dropdown Positioning: Dynamic positioning that adjusts based on available viewport space for better usability 📱

• Enhanced Role-Based Filtering: Modified components to fetch and utilize user roles data for contextual filtering 🔍

Enhanced Contact Management

• Avatar Support in ContactPicker: Integrated visual identification with consistent name parsing for better user recognition 🧑‍💼

• Improved Contact Selection: Refactored to use ContactPicker component consistently across forms with better inactive contact distinction 👥

• Enhanced Search Functionality: Added robust search capability with keyboard navigation in contact selection interfaces 🔍

User Interface Enhancements

• Drawer Component Consistency: Improved drawer behavior with conditional rendering of close buttons to prevent duplicates 🚪

• Standardized Billing Lists: Implemented consistent action columns and row-click edit functionality across all billing tables 📋

• Billing Submenu: Added dedicated submenu for each billing tab for improved navigation 🧭

• Activity Components: Enhanced activity aggregation queries to include status name and color for better visual distinction 🎨

• Ticket UI Spacing: Tightened up spacing in ticket components for better visual hierarchy and organization 📏

Billing System Refinements

• Discount Calculation: Fixed calculation issues and improved field editing in ManualInvoices component 💰

• Invoice Number Field: Moved to top position and fixed editing capabilities for manual invoices 🔢

• Line Item Terminology: Renamed "collapse" to "Add" and "Add Line Item" to "Add Charge" for clarity 📝

🐞 Bug Fixes

• Fixed deletion constraint handling with plan services to prevent database errors when removing plans 🗑️

• Ensured new plans auto-navigate to edit mode for better user experience 🧭

• Fixed missing back button navigation on plan details screen 🔙

• Corrected label and data source for "Applicable Services" list in plan configurations 🏷️

• Resolved incorrect division/handling of rates in Hourly plan service configuration 🧮

• Fixed inconsistent edit behavior on the billing plan list for better navigation 🖱️

• Prevented immediate database errors when saving Usage and Bucket plans 💾

• Fixed SQL error in the Credits tab and improved UI navigation 📊

• Fixed edit time period setup dialog for better configuration management ⏰

• Resolved PgBouncer configuration issues with prebuilt Docker compose setup 🐳

• Fixed saving functionality for new project tasks 📋

• Improved task deletion by validating time entries before removal. 🧾

• Fixed leftJoin syntax in task queries.🛜

• Corrected compilation errors in build process 🔧

• Fixed ticket routing path to include /msp/ prefix for consistent navigation 🔀

• Added onClose prop to Ticket Details for proper drawer integration. 🀄

• Hid back/cancel buttons when in drawer context. 👈

• Fixed React dependency warnings in the TimeSheet component. 🔗