gistfile1.md

Legend:

• ⚙️ Feature Flag = Controlled by Statsig feature gate (requires enablement)
• ⚙️ Entity Config = Configured per entity in Entity Configuration settings
• ⚙️ Configuration = Other configuration (loyalty program, payment method, etc.)
• ⚙️ Request Parameter = Controlled via API request parameter

---

New Features

Payments & Transactions

• Multiple Credit Card Payments - The system now supports authorizing and then capturing multiple credit card payments in a single transaction (#1458)

  • ⚙️ Feature Flag: Statsig gate auth-then-capture (must be enabled per entity)

• Payment Method Rounding - Added support for rounding adjustments on payment methods. Customers can now configure rounding settings, and rounding amounts appear on receipts and PDFs (#1450, #1457, #1459, #1463)

  • ⚙️ Configuration: Set per payment method on EntitySalesChannelPaymentMethod (currently only supported for CASH payment methods)

• Refund Rounding Support - Rounding adjustments are now properly handled during refunds (#1466)

Loyalty Program

• Easier Customer Linking at Checkout - Cashiers can now more easily link customers to their loyalty account during checkout. Customer name is no longer required, and the system tracks who signed up the customer (#1487)

• Loyalty Redemption Item Filtering - Loyalty program redemptions can now be filtered to specific items (#1473)

  • ⚙️ Configuration: Set itemFilterId on LoyaltyRedemptionOffer to restrict which items can be redeemed

• Points Notifications Configuration - Added configuration options for loyalty points notifications (#1498)

  • ⚙️ Configuration: Set on LoyaltyProgram via config.pointsNotification (includes notifyCashierPointsThreshold and notifyCashierPointsMessage)

• Terminal Loyalty Improvements - Better text display on terminal when looking up customers or signing them up for loyalty

Reporting & Exports

• Barcode Export Endpoint - New endpoint to export all barcodes for entity items, including item name, pricing, quantity, and department (#1510)

• Sellable Field in Items Export - Items export now includes a "sellable" field (#export)

• Metabase Dashboards - Added several new Metabase reports:

  • Sales by customer report (#1433)
  • Loyalty sign-ups by employee
  • Job dashboards (#1467)
  • "All My Store" dashboard
  • Barcode propagation in reports (#1453)

User Management

• Cohort-Level User Management - New view for managing users at the cohort level (#1497)

• Add Users to Entity Only - New flag to add users only to an entity without additional setup (#1482)

• Default Permissions - Added default permission sets for easier user setup (#1474)

Purchase Orders

• Case Size on PO PDFs - Entity-level configuration to show case size on purchase order PDFs (#1494)

  • ⚙️ Entity Config: INCLUDE_CASE_SIZE_IN_PO_PDF

• Show Existing PO Items - Option to display only items already added to a purchase order (#1423)

  • ⚙️ Request Parameter: Passed when fetching PO candidate items

• PO PDF Without Contacts - Purchase order PDFs can now be generated even when no contacts exist (#1451)

Items & Inventory

• Pack Size Required - Pack size is now required for cohort items (#1444)

• Audit Log Cohort ID - Audit logs now include cohort ID for better tracking (#1506, #1512)

• Audit Reason Search - Can now search audit logs by reason (#1513)

Time & Attendance

• Time Punch Sync - Added time punch synchronization functionality (#1511)

Integrations

• Intercom JWT Authentication - Added JWT authentication support for Intercom integration (#1499)

• Stripe Set Reader API Migration - Migrated to the stable Stripe Set Reader API (#1414)

• Zapier Entity Creation - Zapier can now create entities (#1424)

---

Bug Fixes

Loyalty & Customers

• Terminal Lookup Fix - Fixed issues with customer lookup on terminal devices
• Customer Sign-Up from Lookup - Fixed customer sign-up flow when initiated from a lookup
• Cancelled Lookup Handling - System now properly handles cancelled customer lookups (#1491)
• Customer API Argument Order - Fixed argument ordering in customer API calls
• List Customers Nullability - Fixed nullability mismatch in listCustomers endpoint
• Auto-Create Customer on Lookup - Customers are now automatically created when looked up

Payments

• Stripe Webhook Fix - Fixed issues with Stripe webhook processing
• Gift Card Deferred Payment - Temporarily added deferred payment method flow to payment summary for gift cards (#1442)

Inventory

• Entity Item Stock Writing - Fixed issue where stock was being written incorrectly for non-inventory items (#1481)
• Barcode Matching - Barcode matching is now exact for better performance (#1431)

Invoices

• Invoice Completion Query - Fixed timeout issues with invoice completion by moving to a single query (#1493)
• Invoice Counted Query Timeout - Fixed query timeout when getting counted invoices (#1476)
• ACH Override for Auto-Collection - ACH override is now properly ignored for automatic collection invoices (#1460)
• Invoice Item Pricing - Fixed invoice pricing page issues (#1464)

Performance & Stability

• Transaction Listener Loop - Fixed issue where changing transactional type on item service caused transaction listener to run repeatedly
• Casbin Query Performance - Fixed authorization query taking longer due to inner loop (#1488)
• Item History Query - Optimized and added caching to item history queries (#1475)
• Audit Log Query Speed - Improved audit log query performance (#1455)
• Sales Report Timeout - Increased timeout on total sales report (#1432)

Other Fixes

• Department Summary Guard - Added protection when there are no closings and isOpen is false (#1480)
• Min Price Validation - Added pre-persist validation for minimum price (#1477)
• Rounding in Transactions - Made roundingAdjustment optional in persist transaction (#1472)

---

Improvements

Performance

• Transaction Closing Speed - Significantly improved speed of closing transactions (#1446)
• Inventory Completion Timeout - Increased timeout for inventory completion and improved threading (#1478)
• Authentication Query Caching - Added caching for frequently used authentication queries (#1492)
• Audit Log Timeout - Increased timeout to 8 seconds to account for cold cache (#1479)
• Redemption Offer Performance - Improved loyalty redemption offer query performance

User Experience

• Audit Reasons - Added audit reason tracking for:
  • Appending entity users (#1484)
  • Undoing invoices (#1452)
• Audit Reason Enforcement - Audit reasons are now enforced on endpoints in dev environment (#1470)

Time & Attendance

• Time Punch User Query - Made user selection more selective for time punch queries (#1471)
• Employee Table Removal - Removed dependency on employee table for clock-ins (#1438)

Campaigns

• No Emojis in Campaigns - Campaign message body no longer allows emojis to prevent delivery issues (#1445)

---

Infrastructure & Maintenance

• Websocket Code Removal - Removed all websocket-related code and dependencies (#1448, websocket removal commits)
• Events Model Deletion - Deleted all events model and operations (#1448)
• Health Check Adjustments - Adjusted health check timeouts for deployment stability
• Local Development Speed - Improved speed of local development environment
• OpenSpec Added - Added OpenSpec for better API specification management (#1469)
• RDS S3 Import - Added S3 extension and support for data loading (#1436)
• Logging Improvements - Now includes errored GET requests in logs (#1437)

---

Configuration Changes

• Stripe Configuration - Added payment processor to update Stripe config (#1449)
• Firebase API Key - Firebase API key added to environment (#1435)
• Entity Creation IAM - Added entity create to IAM policy (#1434)
• Zapier Permissions - Fixed Zapier permissions and fee information updates (#1461)

🚩 Feature Flag Legend

Items marked with 🚩 FEATURE FLAG are controlled by feature flags and may not be visible to all customers. Check Statsig/PostHog to verify if a feature is enabled for a specific customer.

---

New Features

Loyalty Program Enhancements

• Loyalty Points Redemption on Items - Customers can now redeem loyalty points directly on specific items during checkout
• 🚩 FEATURE FLAG: Link Customer During Payment - Staff can now link a customer to their loyalty account during the payment flow
  • Flag: show_customer_link_on_payment_step (default: true)
• Less Friction on Points - Simplified the loyalty points experience to reduce checkout delays
• Loyalty Customer Sign-Up Dashboard - New Metabase dashboard showing loyalty sign-ups by employee
• 🚩 FEATURE FLAG: Campaigns Tab - Campaigns tab in loyalty dashboard
  • Flag: campaigns_tab (default: true)

Payment & Rounding

• Payment Method Rounding - Configure rounding rules per payment method (e.g., round cash to nearest $0.05)
• Rounding Configuration UI - Users can now set rounding preferences with helpful examples
• Rounding on Receipts & PDFs - Rounding adjustments now appear on printed receipts and PDF invoices
• Rounding in Transaction View - Tips and rounding adjustments now visible on transaction detail pages

Label Printing & Shelf Talkers

• 🚩 FEATURE FLAG: Bulk Label Printing - Print labels for multiple items at once from item search
  • Flag: label_printer_enabled (default: false)
  • Affects: Item detail page, item search, invoice page, quick item edit, create item
• Bulk Shelf Talker Creation - Create shelf talkers for multiple items in one action from item search

Reporting & Analytics

• Metabase Reports Integration - New embedded Metabase reporting with guest embedding support
• Job Dashboards - Added job-related dashboards with navigation after data upload
• Better Report Filtering - Improved filtering options across reports
• Updated Total Reports - Refreshed total reports with improved data
• 🚩 FEATURE FLAG: New Audit Log - Improved audit log with better performance
  • Flag: audit_log_gin_changes_filters (default: false)
• 🚩 FEATURE FLAG: Offline Audit - Local audit logging capability
  • Flag: offline_audit_enabled

Purchase Orders

• Show Existing PO Items - New user setting to display items already on existing purchase orders
• Case Size on PO PDFs - Purchase order PDFs can now include case size information (configurable)
• Unsaved Changes Warning - Confirmation modal now appears when leaving a purchase order page with unsaved changes

Inventory & Items

• Mark Items Unsellable via Import - Bulk mark items as unsellable and delete through import
• Item Data Enhancements - Added extra item data fields for better tracking
• 🚩 FEATURE FLAG: Undo Invoice - Can now see and undo invoices directly from item history
  • Flag: invoice-undo (default: false)
• 🚩 FEATURE FLAG: Upload Invoice - Upload invoice functionality
  • Flag: invoice-upload (default: false)
• 🚩 FEATURE FLAG: New Inventory Log - Improved inventory log view
  • Flag: new_inventory_log

Audit Log Improvements

• Full Payload View - Audit log now shows complete payload details for troubleshooting
• Renamed "Store" to "Affected Store" - Clearer labeling in audit log
• Faster Queries - Audit log loads significantly faster
• Date Picker with Quick Select - Easier date range selection with preset options

Other Features

• Bottle POS Support - Added support for Bottle POS data integration
• Intercom Integration - Added Intercom chat support for in-app help
• Automated Data Loading - New automated data loading capabilities
• 🚩 FEATURE FLAG: Stripe Notifications Banner - Shows important Stripe account notifications and requirements
  • Flag: stripe_notification_banner_enabled

---

Bug Fixes

Sales & Checkout

• Customer Lookup Flag - Fixed issue where customer lookup wasn't working correctly
• Multiple Payments Calculations - Fixed decimal precision issues when splitting payments across multiple methods
• Gift Card Modal - Fixed issues with the gift card payment modal
• Barcode Scanning - Attempted fix for barcode scanning reliability issues
• Custom Cash Entry - Fixed interaction issues when entering custom cash amounts and change due visibility
• Max Button on Multi-Pay - Fixed the "Max" button not working correctly on multiple payments screen
• Credit Card Disabled in Multi-Pay - Fixed issue where credit card was incorrectly disabled in multiple payments without merchant setup

House Accounts & Gift Cards

• House Account Payment UI - Fixed display of customer linking options on house account payments
• House Account/Gift Card Reporting - Fixed reporting accuracy for house account and gift card transactions
• Gift Card Removed from Payment Summary - Gift cards no longer incorrectly appear in payment summaries on detailed totals report
• Store Payment Methods Section - Fixed display issues in store payment methods configuration

Inventory & Invoices

• Invoice Receiving Blocked - Fixed issue where invoice receiving was blocked when child item cost exceeded price
• Child Item Type - Ensured child items are correctly set as non-inventory type
• Invoice Line Items Shuffled - Fixed bug where invoice line items would shuffle after clicking a cell
• Prefill Costs on Conversion - Unit and case costs now correctly prefill when converting from item list

Pricing & Promotions

• Redemption Config Item Filter - Fixed filtering for redemption configuration items
• Background Price Calculation - Fixed background pricing calculations

Item Management

• Clone Item Display - Clone item now shows 50 items and filters by size correctly
• Entity Item Tag - Fixed entity item tag to use correct entity item type
• Item Toast Spam - Fixed issue causing repeated toast notifications for items
• Vendor Validation - Added blocking validation when vendor is selected but required info is missing

User Interface

• Department Merge Resets Selection - Fixed selection resetting after department merge
• Cash Drop UI - Fixed squished UI on cash drop screen
• Payout Modal - Fixed squished payout modal display
• Pay Modal Height - Fixed payment modal height issues
• Select Width - Fixed constrained width on select dropdowns
• Manual Punch Modal - Fixed focus issues on manual punch modal (migrated from Chakra to Radix)

Navigation & Pages

• Browser Back Button in Inventory - Fixed back button behavior in inventory pages
• Error Page Navigation - Added navigation bar to error pages so users aren't stuck
• Audit Log No User - Gracefully handles pages where no user is present

Database & Offline

• PGlite Initialization - Gracefully handles failed local database initialization
• Migration ID Collisions - Added separators to prevent migration ID collisions
• List Cohorts Query - Fixed cohort query to properly handle array inputs
• Migration Default Values - Fixed migrations to include proper default values

Feature Flag Fixes

• 🚩 Statsig Feature Flags - Fixed issue where feature flags returned false after user context changes
  • ⚠️ NOTE: This fix was REVERTED - Feature flags may still have issues
  • Temporary workaround: Some flags hardcoded to true for specific customers

Other Fixes

• Tax Rounding on Department Fees - Fixed tax rounding calculations for department fees
• Refund Rounding - Fixed rounding handling for refunds
• Function Keys - Fixed issue where function keys were being incorrectly captured
• Cancel Pending Transactions - Disabled cancel button for pending transactions without external ID
• Import Tax Rate - Fixed tax rate import to correctly divide by 100

---

Improvements

UI Modernization

• Continued migration from Chakra UI to Radix UI + Tailwind CSS
• Improved select component styling (removed automatic "Search" placeholder)
• Better quantity hotkey button sizing for different screen sizes
• Right-aligned submit buttons and standardized modal widths

Performance

• Hotkey Performance - Improved sale hotkeys by removing case-insensitive matching
• Audit Log Speed - Significantly faster audit log queries

Configuration

• Sales Channel Configuration - Shows "configuration required" status more clearly
• Onboarding Delivery Channels - Ensured correct configuration for main delivery channels
• 🚩 Entity Timezone Feature Gate REMOVED - Entity timezone is now always enabled (no longer behind flag)

Data Management

• Delete All Vendors - Added enhancement to delete all vendors at once
• Merge Confirmations - Added confirmation dialogs before merging items, vendors, or departments
• Department Merge Multi-Select - Improved department merge with multi-select form
• Re-sync Local Database - Re-synced all local database schemas

Administration

• Clock-Ins - Removed dependency on employee table for clock-ins
• Role Names - Standardized role name usage across the application

---

Technical Updates

• Updated various dependencies (qs, glob, mdast-util-to-hast, js-yaml, storybook)
• Added Meticulous testing integration
• Configured GitHub Copilot instructions
• Added Statsig environment variable to gamma environment
• Version bump

---

🚩 Feature Flag Summary

Feature	Flag Name	Default	Notes
Link Customer on Payment	show_customer_link_on_payment_step	true	Shows customer link option during payment
Campaigns Tab	campaigns_tab	true	Shows campaigns in loyalty dashboard
Label Printer	label_printer_enabled	false	Enables bulk label printing
New Audit Log	audit_log_gin_changes_filters	false	Improved audit log with GIN indexes
Offline Audit	offline_audit_enabled	-	Local audit logging
Undo Invoice	invoice-undo	false	Allow undoing invoices
Upload Invoice	invoice-upload	false	Allow invoice uploads
New Inventory Log	new_inventory_log	-	Improved inventory log view
Stripe Notifications	stripe_notification_banner_enabled	-	Shows Stripe account alerts
Auto Customer Lookup	(via checkGate)	-	Auto lookup customer on first scan

---

Notes for Support

⚠️ Known Issues with Feature Flags

• Feature flags may not work consistently - There's a known issue where Statsig flags return false after user context changes
• Temporary workaround deployed - Some flags are hardcoded to true for specific customer (Curtis)
• If a customer reports a feature not working that should be enabled, check:
  1. Is the flag enabled in Statsig/PostHog?
  2. Has the user logged out and back in?
  3. Try clearing browser cache

Key Areas to Watch

1. Loyalty Points - New redemption features may require customer education
2. Rounding - New rounding features affect receipts and reports - ensure customers understand their configured settings
3. Multiple Payments - Fixed decimal precision - verify with customers using split payments
4. Local Database (PGlite) - Improved error handling, but watch for initialization issues on older devices

Common Support Scenarios

• Feature not showing up: Check if it's behind a feature flag (see table above)
• Loyalty points not applying: Check if item is eligible for point redemption
• Rounding looks wrong: Check entity configuration for rounding settings
• Audit log is slow: Should be fixed, but clear browser cache if issues persist
• Barcode scanner not working: Check WebHID permissions in browser settings
• Invoice undo not available: Feature flag invoice-undo must be enabled