System Updates

March System Updates – at a Glance

New Features
• Mobile POS – Added reader provider settings that persist after relaunch.
• Mobile POS – Enabled seamless cash/EFTPOS posting via Stripe readers.
• General Ledger – Improved handling of legacy database migrations.

Improvements
• Email Recovery – Failed order emails sent; orders recreated; email system improvements underway.
• Gift Cards – Stripe now available as a payment method for purchasing gift cards.
• Rails & Ruby – Upgraded to Rails 8.0.2 and Ruby 3.4 with full compatibility.
• Onboarding – Introduced password generator in Manager Setup for faster, more secure setup.
• API Security – Locked down key endpoints to Staff, Managers, and Admins only.
• Performance Monitoring – Tools added for tracking long-running DB transactions and improved logging.
• Web Order Invoices – Set up a process to generate and email customer invoices.

In February, we focused on:

New Features
• Mobile POS Enhancements: New payment interface for better checkout management.
• Faster Payments: API updates and improved Stripe reader transactions.
• Barcode Scanning: Use your mobile camera to scan products in POS.

 Key Improvements
• Reports & Financials: More intuitive Profit & Loss expense entry and better tracking of returns.
• Stock & Inventory: Cleaner stock export CSV and automatic deal expiration settings.
• Portal & Website: New “Go to Store” button for a unified purchasing experience.

Upgrades & Optimizations
• System Stability: Environment upgrades for better performance and security.
• Database Performance: Faster product updates and reduced processing delays.

In October, we focused on:

• New Features:
Launched a dedicated account for Vii Gift Cards in the General Ledger to improve liability tracking.

• Improvements:
Enhanced P&L for recurring expense tracking.
Added TitlePage API key storage to support integration.

• Housekeeping & Updates:
Upgraded to Vue 3.5, streamlined ISBN requests in stock management, and improved loyalty data tracking.
Upgraded Redis and Sidekiq, handled deprecations, and fixed CI pipeline timeout issues.
Enhanced security, environment support, and resolved issues in Rails 7.1 for smoother system performance.

In September we worked on:

New Features:
• Introduced a General Ledger feature for better tracking of customer transactions.
• Enhanced visual and usability aspects of the Web/Mobile POS system.

Improvements this month concentrated on:
• Enhanced visibility of item availability in Layby transactions.
• Improved matching of invoices with credit notes in the Xero webhook.
• Created a Recurrent Expense Config table for easier reporting.
• Upgraded the author filter in best seller reports for greater accuracy.
• Simplified login process for the Web/Mobile POS.
• Real-time recalculation of loyalty points during checkout.

Housekeeping & Updates included the upgrade of Sidekiq and the resolution of test failures in Rails 7.1 for improved performance, alongside the deletion of duplicated payment records during Xero migrations and enhancements to app reliability with Vue upgrades.

In July we worked on:
New Features:

• The General Ledger now includes services to populate and validate basic accounts, improve payment accuracy, support gift card redemptions, and refine invoice translations
• A new filter was added to Best Sellers, allowing users to sort by author
• Additionally, a search endpoint for monthly stock cache was created to enhance the accuracy of profit and loss data

Improvements this month concentrated on:

• Elastic & Elastic Search: Enhanced stock log tracking, reporting, and quantity accuracy
• Sales Report: Refactored for accurate cost-price reporting
• Inbox Category: Ongoing item mapping improvements
• Pre-orders: Improved performance and user experience
• Circle Gift Card: Added pagination for better loading times
• Customer Orders: Developed a more efficient shipping API
• BackOffice: Enhanced community comparison feature
• General Ledger: Simplified ledger process by removing “undrop” feature
• MailGun: Updated email handling for better accuracy

Housekeeping & Upgrades concentrated primarily on Rails, Elastic Search and Vue 3

In June we worked on:
New Features:
• In General Ledger we made significant progress by adding validations for ledger accuracy, implementing tax-exempt handling, and simplifying the process by removing the ability to un-drop payments and invoices.
• In Stock Valuation Cache we created a P&L cache database to track and analyse monthly stock values.

Housekeeping concentrated primarily on Rails, Vue 3 and Deadlocks

Improvements this month concentrated on:
• External Services
• Settings
• Pre orders