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Feature #8725

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Subscriptions service

Added by Divya Inapakurthi 6 days ago. Updated 6 days ago.

Status:
New
Priority:
Normal
Target version:
-
Start date:
04/29/2026
Due date:
04/29/2026 (6 days late)
% Done:

100%

Estimated time:

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Updated by Divya Inapakurthi 6 days ago

  • % Done changed from 0 to 100

PDF & Documentation Updates
Subscription-Specific Layouts: Refactored the Invoice and Quotation PDF generation logic to support dedicated subscription formats.
Billing Cycle Transparency: Automatically injects "Billing Cycle" labels into headers to clarify recurring charges for customers.
Noise Reduction: Cleaned up PDF templates by removing redundant information (e.g., Zelle instructions, manual payment notes, and "Remaining Amount" displays) that do not apply to automated subscription plans.
Dynamic T&C: Implemented conditional logic to inject specific terms and conditions based on whether the plan is Monthly or Yearly.
💰 Credit & Tax Logic ("CreditTax")
Tax Exemption Standardization: Patched customer-facing templates and internal detail pages to ensure that tax is correctly hidden or displayed based on the excludeTax flag, preventing unauthorized tax disclosure on exempted sales.
Payment Method Separation: Standardized the handling of "Credit Card" vs. "Debit Card" across the system to ensure more accurate financial reporting and reconciliation.
Pending Consolidation: Refined the logic for card expenses to ensure "one-time" credit card charges are excluded from main dashboard totals, preventing double-counting in job-linked financial views.
🔄 Subscription Lifecycle Management
Restore Functionality: Implemented a complete "Restore" workflow for inactive subscription plans, allowing the team to reactivate plans without manual data re-entry.
Soft-Delete Workflow: Transitioned plan management to an inactive-based system with audit logging and a confirmation modal for safety.
Variant Persistence: Fixed a critical UI bug where selected service variants would disappear during the subscription edit process.
🛠️ API & UI Enhancements
API Enrichment: Expanded the AFC getallrequests API to expose full subscription metadata (planId, variantId, frequency) and client contact details.
UI Cleanup: Resolved a redundancy issue in the Subscriber management Jobs tab by removing duplicate filter bars and statistics cards.
State Sync Fix: Ensured the Jobs listing in the subscriber detail view correctly refreshes whenever parent filters are toggled.

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