System Updates 2024

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

In April we worked on:
• Load Stock & Search & Update: Improved feedback during stock searches to reduce user confusion; locked the “Search & Update” button after clicking to ensure stability; automated updates to the “Reg Price” field for accurate pricing information.
• Core Code: Optimised the codebase to improve performance and maintainability.
• Association Portal: Added a flag to identify second-hand books for better categorisation.
• Deals Interface: Implemented a responsive design for better accessibility on smaller screens; added features for marking deals as done or in progress; supported timezones; improved pagination, filters, sorting, and deal product views.
• General Ledger: Implemented functionality to handle CREDIT & DEBIT special items; allowed for slight deviations in amounts when creating new transactions; developed handling for Non-Tracked Items and introduced a method to translate Shipping into the Ledger.
Housekeeping concentrated on: Flaky Tests; Deprecate Feature Flags; Switch to BETA; Rails; Ruby; Core Code; Gems & Vue 3

In March we worked on:
• Deals API and Deal Interface:  – We worked a lot on improving the functionality of discounted prices
• Website – We have upgraded to ES 8.0 (Elastic Search); this app is responsible for the quick search box and reports pages. Main benefits include speed, reduced memory usage) and security
• Self Onboarding – More improvements to to improve user experience to enhance the efficiency and accuracy of the onboarding process
• Housekeeping – Bug Fixes, Github CI, Vue, Site Settings, Rails, Ruby, Codecheck, Gem Deprecation, Vue 3 Cypress Integration, Webhooks,
• Upgrades – We have now completed the R6 upgrade rollout! This has been an enormous task that delivers improved security and performance. The rollout has been gradual so we do not expect too many issue but email support if you strike any. (Now we start on R7 🙂

In February we worked on:
• General Ledger – a new general ledger feature; gift card and credit note improvements
• Webhooks – We created a CRUD (Create, Read, Update, Delete) interface for managing webhook statuses using Vue
• Website – Pre-Order functionality added to group websites
• Self Onboarding – More improvements to to improve user experience
• Housekeeping – Rails 6 & 6.1, Vue3 Upgrade (& Ruby) – continuing upgrades, Ledger, Website SEO and Gems

In January we worked on:
• General Ledger – a new general ledger feature; gift card and credit note improvements
• Stripe – further enhancement of the refund process
• Website – SEO, Footer, Category and Click and Collect features
• Self Onboarding – We introduced a user-friendly dashboard on the sys-admin page to track user signups and progress, enabling sales teams to follow up on potential clients and reduce abandoned signups
• Housekeeping – Rails 6 & 6.1, Vue3 Upgrade (& Ruby) – continuing upgrades