🎉 Haletale 1.7.0 Release — Recurring Invoices, Smart Filters & Invoice Overhaul

🚀 What’s New Features

🔁 Recurring Invoices — Automate, Track & Control

Say goodbye to repetitive manual invoicing!

What’s New:

• A dedicated dashboard to manage all your recurring invoices.

• Add recurring invoices independently of standard ones.

• View, edit, delete, or end recurring invoices effortlessly.

• Moved "days before generation" to the creation form for smarter context.

• Filter recurring invoices by property or contact.

Why it helps:
This empowers users to automate billing, minimize errors, and have complete control over recurring invoices. Whether you manage tenants, properties, or long-term contracts, your invoice routine just got a major upgrade.

🔗 Quick-Create Modal: Choose Your Flow

Now when clicking “Create New” on the Invoice page, you get a popup to choose between a standard invoice or a recurring one.

Why it helps:
Reduces accidental invoice creation and offers a more intentional, focused workflow for different billing needs.

📤 Export Invoices & Transactions to CSV (Ticket #223)

Available directly from both Invoices and Transactions pages.

Why it helps:
Quickly share, analyze, or back up your financial data externally.

🧾 Invoice Page Overhaul— Inspired by Wave

A major usability upgrade modeled after modern invoicing tools.

What’s New:

• Edit/delete recorded payments directly from the view page.

• Partial payments are now auto-detected by amount.

• Entire invoice rows are clickable for quick access.

• Removed edit option for received invoices in list view (still editable via view page).

Why it helps:
Provides a cleaner, more intuitive invoice workflow, especially when reconciling transactions and improving financial accuracy.

✨New Improvements

📥 Inbox & Notification Overhaul (Ticket #511)

• Messages now appear in the top-right dropdown.

• Improved visual hierarchy for notification content.

Why it helps:
Ensures timely access to important updates, reducing communication delays.

🏠 Property Deletion Flow Polished

• New modal design.

• Added loader for better real-time feedback.

Why it helps:
Eliminates confusion during deletion and creates a safer, more predictable experience when cleaning up property data.

🔒 Tenant Password Management

Tenants can now change their password from the top-right dropdown.

Why it helps:
Reduces dependency on admins and empowers users with self-service security controls.

📊 More Accurate Filters

• Updated Tenant Filter in Invoices to show all related contacts.

• Transaction filter now includes all categories, not just parents. (Ticket #557)

Why it helps:
Makes sure no data is left out when you're filtering, especially during financial reviews or audits.

➕ Renter Applications Update

• Added a clear “Add Renter” button to speed up onboarding.

Why it helps:
Simplifies tenant addition during application reviews—especially useful for leasing agents managing bulk applications.

🧾 Add/Edit Listing Streamlined

• "Additional Amenities" is now split into:

  • Amenities (grouped features)

  • Additional Info 1–4 (custom text fields)

Why it helps:
Improves clarity and separates general property features from unique selling points.

📄 Docuseal UX Enhancements

• 🔙 Fixed confusing back button behavior.

• 💾 Added Save button at the top.

• ⬅️ Improved side nav layout to reduce misclicks.

Why it helps:
Delivers a smoother, more predictable workflow when working with templates and PDFs.

📱 Mobile Listing Page Fixes

• 🛈 Improved behavior of i (info) buttons.

• 🛠️ Fixed overlapping, unresponsive tooltips, and dropdown issues.

Why it helps:
A more reliable and readable mobile experience, especially when users are on the move.

🧠 Smarter Filtering & Entry Fields

• Filters now include all relevant contacts & categories

• Removed “parent category” field when split transactions exist

• Expense form now supports single user type

🐞 Key Bug Fixes

• 🧹 Homeowner Report: Fixed a bug where going back and generating a report again caused data corruption.

• 🔢 Invoice Creation: Fixed the issue where 0 couldn't be removed in multi-line entries.

Why it helps:
Ensures your reports and invoices reflect accurate data—no more frustrating input bugs.