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Changelog

All notable changes to Zerahx POS will be documented here.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

Unreleased

Added

  • New operational loss dashboard with comprehensive loss tracking
  • Automatic expense creation for cash shortages, inventory loss, and discarded returns
  • Real-time cash variance alerts via SMS/WhatsApp notifications
  • Monthly trend analysis charts for operational losses
  • Drill-down capability to detailed incident records (cash drawers, stocktakes, returns)
  • Expandable reference lists with show all/show less functionality
  • Protection against manual editing of auto-generated expenses
  • Optional historical data migration script for backfilling historical operational losses
  • New expense categories: `cash_shortage`, `inventory_loss`
  • New communication type: `system_alert` for operational alerts
  • Database indexes for operational loss deduplication and reporting optimization
  • API endpoint: `/api/reports/operational-loss`
  • UI page: `/admin/reports/operational-loss` (requires REPORTS_PRO tier)
  • Replaced console.error with structured logger in operational loss utilities
  • Added comprehensive context logging for expense creation failures

Fixed

    Version 1.28.0

    Released on 2026-06-06

    Added

    • HR Shift Management Module
    • Full employee shift scheduling system within the HR administrative module (`Shift Schedule` tab).
    • Private Planning "Draft" Mode: New shifts default to `Draft`, styled with a light slate background and dashed borders in the roster table, invisible to standard users until published.
    • One-Click Publish Button: Automatically aggregates monthly draft counts and triggers bulk status transition (`draft` → `scheduled`) via dedicated API endpoint.
    • Month-scoped shift roster with color-coded status badges: `Draft`, `Scheduled`, `Completed`, `Absent`, `Late`.
    • Create/Edit shift dialog with employee selector, datetime pickers with min-bounds validation, role field, status dropdown, and notes.
    • Month navigator with forward navigation blocked (no scheduling in past months).
    • `employee_shifts` collection registered in all four maintenance layers: DB indexes, backup, reset, and collection validator.
    • Three compound indexes optimized for monthly roster queries, per-employee history, and absence/late reporting.
    • Full audit logging (`logSystemEvent`) on all shift write operations (create, update, delete, publish).
    • `commission_records` collection also added to backup and system reset coverage for financial data integrity.
    • Ad-Hoc Invite-Only "Premium Offer" Tier
    • Implemented `"premium"` subscription tier providing full Enterprise and AI feature access (Wholesale, Pro Reports, API Access, Shopify integration, Reorder AI, Staff Management, and Advanced Inventory Analytics) to selected businesses.
    • Dynamic fee anchoring via Superadmin panel: base monthly fee (default KES 3000), yearly base fee (default KES 30000), and branch-linked per-location fee (default KES 1000).
    • Designed elegant premium Settings card inside Superadmin panel with custom styling and controls.
    • Integrated partner referrals manual allocation dropdown for Premium Offer tier.
    • Hardened dynamic self-healing engine (`subscription-helpers.ts`) and billing checks to proactively support and protect the Premium Offer from balance recalculation bugs.

    Version 1.27.0

    Released on 2026-05-31

    Added

    • Complete Ticketing System
    • Full support ticket management system for all user roles (superadmin, admin, pharmacist, cashier, developer)
    • Ticket lifecycle: Create → Assign → Comment → Status Update → Resolve
    • 8 ticket categories: Billing, Technical, Feature Request, Bug Report, Account, Integration, Training, Other
    • 4 priority levels with SLA tracking: Low (48h), Medium (24h), High (8h), Urgent (4h)
    • 5 status types: Open, In Progress, Pending Customer, Resolved, Closed
    • Internal comments (superadmin-only) and external comments (visible to all)
    • Activity audit trail for all ticket state changes
    • SLA monitoring with automatic breach detection and warnings
    • Sidebar badge integration showing open ticket counts
    • Role-based access: Superadmins see all tickets, others see only their own
    • Multi-tenant isolation via pharmacyId
    • Notification integration for all ticket events
    • Auto-refresh functionality for real-time updates
    • Comprehensive filtering and search capabilities
    • Zero breaking changes - purely additive feature
    • No tier restrictions - available to all subscription tiers

    Version 1.26.0

    Released on 2026-04-24

    Added

    • Enterprise-Grade Inventory Valuation Engine
    • Implemented `totalBaseUnits` as the authoritative source of truth for stock volume across all transactional touchpoints.
    • Developed a unified, hierarchy-aware valuation engine that supports both complex Medical Hierarchies (Bulk/Sub/Base) and Retail Packaged structures.
    • Integrated high-precision inventory valuation (Projected Stock Value) into the Financial and Inventory Analytics dashboards.
    • Automated "Package-Breaking" logic synchronization across Sales, Manual Completion, and Stock Transfer workflows.

    Fixed

    • Financial Integrity & Stock Synchronization
    • Resolved double-counting vulnerabilities in Goods Receipt and Stock Transfer Receive modules.
    • Synchronized stock restoration logic for Voids and Returns to ensure 100% precision in clinical unit recovery.
    • Hardened the Manual Sales Completion API (M-Pesa) to align with primary Sales logic for medical unit deductions.
    • Implemented self-healing analytics with automated fallbacks to ensure zero-downtime compatibility with legacy product data.
    • Resolved TypeScript scoping and variable initialization errors in the Sales Void and Goods Receipt APIs.

    Version 1.25.0

    Released on 2026-04-24

    Changed

    • POS Terminology Standardization
    • Standardized UI labels across Medical and Retail modes to ensure consistency and professional appearance.
    • Replaced legacy "Dispense" terminology with "Add to Cart" and "Sale" for general commerce actions in the POS.
    • Preserved clinical "Dispense" and "Dispensed" identifiers for prescription-specific fulfillment and regulatory compliance.
    • Refactored Manual Sale entry, Held Bill management, and Checkout flows to utilize dynamic, configuration-driven terminology.
    • Centralized UI label management in `BusinessConfig` to enable seamless terminology switching between business modes.

    Version 1.24.0

    Released on 2026-04-21

    Added

    • Scheduled Maintenance Windows
    • Superadmins can now define precise `startTime` and `endTime` for planned maintenance, enabling time-based automatic activation and deactivation.
    • Middleware-level evaluation ensures maintenance mode only activates within the configured window; outside the window, the system operates normally.
    • If no times are set, legacy "immediate toggle" behavior is preserved for backward compatibility.
    • Branch-Specific Maintenance Isolation
    • Individual pharmacy branches can now be placed under maintenance independently without affecting the rest of the network.
    • Global system-wide maintenance always takes priority over branch-level settings.
    • Branch maintenance status is cached (10s TTL) for zero-latency middleware checks.
    • Premium Maintenance UI
    • Redesigned maintenance page with glassmorphism, gradient typography, and animated micro-interactions.
    • Live countdown timer displaying remaining downtime in `HH:MM:SS` format when an `endTime` is configured.
    • Dynamic maintenance messages passed contextually (global vs. branch-specific) for clear end-user communication.
    • Admin Settings — Scheduling Controls
    • Added `datetime-local` inputs for Start Time and End Time in the Superadmin Maintenance Mode settings card.
    • Human-readable schedule summary and contextual warnings (e.g., "No end time set — maintenance will stay active until manually disabled").

    Version 1.23.0

    Released on 2026-04-18

    Added

    • B2B Wholesale & Fiscal Compliance (KRA eTIMS)
    • Integrated H.S. Code and Tax Category tracking for all inventory items to ensure full KRA eTIMS reporting compliance.
    • Developed a professional B2B Tax Invoice generator capable of displaying Buyer PINs, fiscal hashes, and granular tax group breakdowns.
    • Enhanced the product management suite with specialized fields for fiscal classification and standard wholesale pricing tiers.
    • Clinical Dispensing & Label Printing
    • Implemented an automated Dispensing Label system optimized for 50x30mm thermal printers.
    • Integrated clinical instruction persistence: dosage and frequencies are now captured at POS and archived in immutable sale records.
    • Added real-time "Patient-Direction" verification on receipts to ensure medication safety.
    • Data Integrity & Traceability
    • Extended the `SaleData` and `Product` schemas to maintain a lifetime link between prescription IDs and financial transactions.
    • Hardened the Sales API to automatically reconstruct fiscal metadata from the product catalog during checkout for data accuracy.

    Version 1.22.0

    Released on 2026-04-18

    Added

    • Mobile-First Tooltip Accessibility
    • Implemented a long-press (500ms) interaction model for touch-capable devices, differentiating intentional tooltips from accidental taps.
    • Integrated a 3-second auto-dismissal mechanism for mobile tooltips to maintain UI clarity.
    • Developed a specialized `useLongPress` custom hook for standardized pointer event management across the platform.
    • Refactored core Tooltip components with internal state management to handle touch environments independently of hover engines.

    Version 1.21.0

    Released on 2026-04-14

    Added

    • Fractional Inventory & Subunit Tracking
    • High-precision support for `looseUnits` and `unitsPerPackage` in the core product model.
    • Automated Package Breaking logic in the POS: the system intelligently breaks full packages to fulfill unit-level sales without manual intervention.
    • Enhanced Inventory Dashboard with "Stacked Quantity" display (Packs + Units) for real-time warehouse visibility.
    • Upgraded Stocktake Module with variance reporting for both full packages and individual subunits.
    • Wholesale Pricing Engine 2.0
    • Advanced integration of wholesale price tiers (`Wholesale`, `Distributor`) for both full packages and subunits.
    • Automated bulk discount triggers in the POS cart based on unit/package quantity thresholds.
    • Fractional pricing arithmetic that ensures zero revenue leakage during subunit transactions.
    • Production-Grade Audit & Security
    • Atomic Inventory Logs: Every package break and subunit sale is protected by ACID-compliant database transactions and logged with detailed metadata.
    • Multi-tenant isolation hardening for all new fractional inventory endpoints.
    • Comprehensive database indexing support for optimized inventory search and SKU/Barcode uniqueness.

    Version 1.20.0

    Released on 2026-04-10

    Added

    • Functional payment rejection notifications and real-time subscription updates ([ef43ef1])
    • Display payment rejection reason in payment history ([2dfc464])
    • Automated inactivity logout implementation following security best practices ([c76d65d])
    • Touch screen optimization and login page interface improvements ([268ecf0])
    • Role-based expense category filtering with cache isolation ([f066722])
    • SEO enhancements, public landing pages, WhatsApp integration, and Search Console verification ([7672feb])

    Fixed

    • Correct logger import path in regulatory data routes ([c40ff46])
    • Exclude build artifacts from code integrity checks in CI/CD ([9ab5e5c])
    • Resolve system-wide code errors, fix confidence level validation, and enhance sale history tracking ([7b086bd])
    • Revert nextBillingDate on payment rejection and auto-refresh payment banner ([209c49a])
    • Sync paymentHistory with payments collection on subscription fetch ([2567a48])
    • Code integrity enhancements and batch auto-fix script ([723eb69])
    • Update subscription paymentHistory when payment is rejected ([01d8cc2])

    Version 1.19.0

    Released on 2026-04-08

    Added

    • Order Source & Channel Tracking
    • Integrated support for distinguishing between Walk-in, Glovo, Uber, and Bolt customer categories.
    • New selection UI in the POS payment workflow for real-time channel categorization.
    • Enhanced analytical reports with revenue and transaction breakdowns by order source.
    • Backward-compatible data architecture ensuring zero disruption to legacy sales records.

    Version 1.18.0

    Released on 2026-04-06

    Added

    • Partner & Affiliate Marketing Module
    • New public-facing `/partners` landing page to streamline onboarding of marketers and agencies.
    • Dynamic commission calculation engine that mathematically binds bounty payouts to core system subscription tiers.
    • Incremental UI updates to global navigation and footer resources for organic partner discovery.

    Version 1.17.0

    Released on 2026-04-03

    Added

    • Surgical Data Merge Tool
    • New non-destructive integration pattern for recovered historical regional data.
    • Timestamp-Aware Merging: Intelligently inserts missing records while protecting data created after the restoration window.
    • Field-Level Security: Critical system states such as Tiers, Subscriptions, and Settings are protected from unintended rollbacks during data merging.
    • New "Surgical Merge" dashboard utility for authorized administrative users.
    • Enhanced Data Recovery UI
    • Clear architectural distinction between "Surgical Merge" (incremental) and "Destructive Restore" (full overwrite) operations.
    • Implementation of multi-step confirmation protocols for all data-altering administrative actions.

    Version 1.16.0

    Released on 2026-04-02

    Added

    • System Backup Notification System
    • High-visibility notification for administrative users to ensure data redundancy.
    • Configurable backup frequencies (Daily, Weekly, Monthly) via system settings.
    • Automated tracking of manual backup timestamps to provide accurate reminder triggers.
    • Data Sovereignty Enhancements: Distinguished between managed storage and manual exports to mitigate vendor-specific region failures.

    Version 1.15.0

    Released on 2026-04-02

    Added

    • Legacy Partner Tier Data Restoration
    • Administrative utility for surgical restoration of missing individual accounts, including account, subscription, and settings recreation.
    • Migration protocols to move historical accounts to the legacy tier with active status, preserving original partnership benefits.
    • Idempotent restoration logic to prevent data duplication or mismatches on repeated execution.

    Fixed

    • Split Payment Receipt Accuracy
    • Corrected recording and display of `Tendered` and `Change` amounts across all receipt formats (thermal, PDF, and invoice).
    • Backend payment logic refined to accurately calculate applied payments when change is involved for full audit compliance.
    • Bulk Restore Resilience
    • Batch restoration now gracefully handles pre-existing records and provides detailed reporting on successful versus skipped entries.

    Version 1.14.0

    Released on 2026-03-31

    Fixed

    • Subscription Management Refinement
    • Resolved an issue where manual payment recording did not immediately reactivate suspended accounts.
    • Improved data consistency for financial status updates during payment confirmation.

    Version 1.13.0

    Released on 2026-03-29

    Added

    • Tiered Feature Gating Architecture
    • Centralized server-side enforcement mechanism for feature access control.
    • Strict UI-level gating to ensure navigation and features align with subscription tiers.
    • Trial Access Standardization
    • Standardized platform access during active trial periods.
    • API Security Enhancements
    • Automated revocation of downstream tokens upon subscription tier changes to prevent unauthorized access.
    • Partner Protection Logic
    • Preservation of historical benefits for long-term partners through automatic legacy tier assignment.
    • Wholesale B2B Module
    • Dedicated wholesale customer management with tier-specific pricing.
    • Bulk invoice generation and specialized sales workflows.
    • eCommerce Integration Pipeline
    • Direct synchronization between external eCommerce storefronts and POS inventory.
    • Automated order status synchronization with inventory reservation.
    • Purchase Discount Support
    • Support for line-item and order-level discounts within Goods Receipt Notes (GRN).

    Changed

    • Refactored user session handling to provide a more robust abstraction for tier and trial status.
    • Standardized navigation and settings configurations to respect multi-layer authorization.

    Version 1.12.0

    Released on 2026-03-24

    Added

    • Historical Batch & Expiry Management
    • New management system for pharmaceutical inventory stock movements.
    • Automated batch assignment for transactions and returns.
    • Comprehensive expiry monitoring and batch-aware visualizations.
    • Split Payment Support
    • Support for multiple payment methods per transaction.
    • Robust validation for split transaction sequences.
    • Offline Capabilities & Mobile Ready
    • Full offline application support for operational continuity during network outages.
    • Local transaction queuing with background synchronization.
    • Conflict resolution and inventory detection during offline sync.
    • Stocktake Management System
    • Automated scheduling for stocktake cycles.
    • Interactive calendar interface for session management.
    • Template-based configurations and variance trend analysis.
    • Data Entry Safeguards
    • Server-side uniqueness validation for supplier data.
    • Frontend submission guards to prevent redundant record entry.
    • Input Validation Standardization
    • Real-time phone format validation for Kenyan mobile numbers.

    Fixed

    • Inventory Concurrency Fixes
    • Resolved stock conflict errors in high-concurrency environments.
    • User Interface Refinements
    • Disabled browser-default spinners on numeric inputs to prevent accidental value changes.
    • Implemented focus-management to prevent unintended field updates during scrolling.

    Changed

    • Session Timeout Configuration
    • Adjusted inactivity timeout settings for specific operational roles.
    • Navigation & Brand Refinement
    • Improved navigation menu efficiency and updated system messaging.

    Version 1.11.0

    Released on 2026-03-02

    Added

    • Regulatory Integration: KRA eTIMS
    • Real-time automated tax invoice transmission to the Kenya Revenue Authority.
    • Integration with regulatory sales control architecture.
    • Automated Credit Note and Void Notification handling.
    • Support for mandatory regulatory fields and compliance reporting.
    • Enhanced PDF outputs with QR codes and verification hashes for regulatory compliance.

    Version 1.10.0

    Released on 2026-03-02

    Added

    • External Order Management
    • Seamless bridge between online storefronts and the central POS system.
    • Integrated dashboard for managing external orders (Pending, Approved, Completed).
    • Atomic inventory and financial synchronization for external fulfillment.
    • Concurrency protections to prevent duplicate transaction processing.

    Version 1.9.0

    Released on 2026-01-12

    Added

    • Global Localization Support
    • Support for business-specific currency symbols across the platform.
    • Financial Reporting Dashboard
    • Centralized oversight of claims, expenses, and cash operations.
    • Enhanced analytics for settlement and insurance performance.
    • Configurable Loyalty System
    • Control over loyalty point rules and promotional thresholds.

    Fixed

    • System Stability Enhancements
    • Improved data processing resilience in financial tracking modules.
    • Hardened analytics reports against malformed data.

    Version 1.8.1

    Released on 2025-12-24

    Added

    • Payment Lifecycle Notifications
    • Real-time notifications for administrative actions on subscription payments.
    • Status and reasoning visibility for rejected payment entries.
    • Automated Session Security
    • Implementation of session timeouts with adaptive activity heartbeats.
    • SEO & Discoverability
    • Implementation of SEO metadata and structured data for public-facing routes.

    Fixed

    • Improved internal logging consistency.
    • Standardized build process to exclude build artifacts from type-checking.
    • Resolved various edge cases in transaction tracking and subscription state synchronization.

    Version 1.8.0

    Released on 2025-12-03

    Added

    • Integrated Card Payments
    • Support for Visa, Mastercard, and other major card networks via secure integrated processors.
    • PCI DSS compliant processing — sensitive card data is never stored locally.
    • Automated checkout completion upon payment confirmation.
    • Support for transaction tracking and administrative configuration of payment credentials.

    Version 1.7.0

    Released on 2025-12-03

    Added

    • Payment Automation Enhancements
    • Automated checkout completion for M-Pesa STK push payments.
    • Support for recording customer overpayments.
    • Enhanced visibility of payment status in sales history and reports.
    • Public Website Enhancements
    • Refined showcase of system capabilities and integration guides.

    Changed

    • Sales Transparency
    • Improved display of payment status in transaction views.
    • Standardized reporting to handle incomplete payment states.

    Version 1.6.0

    Released on 2025-11-29

    Added

    • Data Management System
    • Comprehensive backup utilities for data preservation.
    • Automated backup procedures before system-level resets.
    • Data Integrity Tools
    • Managed restoration process for resuming operations from saved states.

    Version 1.5.0

    Released on 2025-11-20

    Added

    • Touch Interface Optimization
    • Specialized support for touch-enabled devices and monitors.
    • Optimized UI controls and button sizing for touch interactions.

    Version 1.4.0

    Released on 2025-11-18

    Added

    • System Automation & Scheduled Tasks
    • Scheduled tasks for subscription billing alerts and audit trail maintenance.
    • Automated notifications for operational events.
    • IP-Based Access Control
    • Rate limiting and enhanced session management.

    Version 1.3.0

    Released on 2025-11-15

    Added

    • Advanced Inventory Analytics
    • Implementations for ABC analysis and stock turnover metrics.
    • Customer Loyalty Framework
    • Tiered membership programs and points-based rewards.
    • Supplier Performance Tracking
    • Metrics for delivery reliability and price trends.
    • Multi-Branch Operations
    • Centralized dashboard for chain-wide visibility and reporting.
    • Prescription & Medication Management
    • Enhanced history tracking and safety alerts.
    • Financial Forecasting Tools
    • Break-even analysis and cash flow projections.

    Version 1.2.0

    Released on 2025-11-10

    Added

    • Centralized Product Catalog
    • Standardized product data and category management.
    • Performance Improvements
    • Enhanced responsiveness for product updates and record editing.

    Version 1.1.0

    Released on 2025-11-05

    Added

    • Stock Audit & Transfer System
    • Inventory variance tracking and inter-branch movement management.
    • Branch Management Utilities
    • Multi-location support and centralized administration.
    • Internal Communication System
    • Notification frameworks for system events and transfers.

    Version 1.0.0

    Released on 2025-11-01

    Added

    • Initial production release.
    • Core POS and secure multi-business data isolation.
    • Comprehensive modules for sales, inventory, and pharmacy management.
    • Integrated security, audit logging, and role-based access control.