PayInsight 0.44 | 2025-03-25

What’s New✨📢

PD-1224: Story - PaymentIQ Audit Reports
PD-1216: Story - Settlements - Upload attachment Functionality
PD-1173: Story - Buy Rates - PSP Settings - Rolling Reserves
PD-1149: Story - Finance Sell Rates
PD-1374: Story - Settlements - Extra Input for FX Success
PD-1329: Story - Settlement - Ability to comment
PD-1420: Story - Settlements - Extra Columns

Improvements💡📈

Webapp Improvements

PD-1489: Task - Settlement - Disable 30 day restriction
PD-1445: Task - QA/PIQ reports - Add numbering column at TCS
PD-1388: Task - multi-select is not consistent in the filters anymore
PD-1385: Task - [TECHDEBT] improve menu config
PD-1334: Task - Re-name: Settlements -> PSP Settlements
PD-1315: Story - Update Onboarding Matrix Logic
PD-1314: Story - Update QA Report View
PD-1313: Story - Update QA Report Create Flow
PD-1397: Story - Buy Rates - Improve behavior
PD-1384: Story - Settlements - Update Settlements Export to include CSV export, same options as PDF

Data Improvements

PDD-498: Settlement - Disable 30-day restriction
PDD-479: Low-Balance Alerts - Slack update
PDD-485: Update Gumballpay Whitelisting Email to Finera
PDD-458: Update all finance components to be able to support all Org
PDD-466: Build APIs for Finance Sell Rates
PDD-369: PIQ Status Check API - Logs
PDD-468: Restructure Cloud Functions Codebase by Business Module
PDD-467: Modify Settlement APIs to Support Attachments
PDD-473: For every finance notification, at the end of the message, add a line
PDD-472: Lower threshold of volume distribution Slack send-out from 100K to 60K
PDD-455: PIQ - Track status changes
PDD-456: Internal PIQ DB Notifications
PDD-470: Update Slack Header: Total Exposure €500K+
PDD-487: Update settlement and liability report to use production database
PDD-474: Update send-out time to 10 AM UTC
PDD-481: Slack Balance Report - Remove entries with 0 balance
PDD-491: Liability - Duplicated records when delivering data to MySQL
PDD-478: Settlement Overview - Changes
PDD-477: Dual Entry Alerts - If no alerts, send msg anyways
PDD-474: Add title to balances send-out
PDD-476: Dual Entry Alerts - Use settlement database instead of feeder
PDD-475: All finance Slack notifications based on liability should be based on v3 report
PDD-429: Liability + new inputs
PDD-484: PIQ - Capture User Balance
PDD-462: Trumo Integration - Add internal FTD/Trusted logic
PDD-482: PSP Settings - Rolling Reserves: API & Pipeline
PDD-483: PIQ - KYC Report - Start capturing PEPs
PDD-423: Cash in Transit API
PDD-465: Selling Rates - Aggregated Customer
PDD-499: Implement Retry for get_spreadsheets_table Using Tenacity
PDD-502: Update risk score in API list for blacklist user
PDD-464: CI/CD Update unit test for cloud function
PDD-390: B2B - Date partition optimizations

Bug fixes🐞🔨

PDD-500: Internal client - finance - Trx count issue
PDD-460: PIQ - New client - Task to add more historical data
PD-1506: Bug - Sell rates - The options at three dot is showing incorrect
PD-1505: Bug - Sell rates - The difference value should show value
PD-1504: Bug - Sell rates - Should show the error message when user enter the tier structure
PD-1503: Bug - Sell rates - The value at Settlement Fee (Percentage) is showing incorrect
PD-1500: Bug - PIQ Audit Report - Deleted Section/Category/TCS should not show at dropdown when user add the new section/category/tcs
PD-1499: Bug - Sell rates - PSP have the same group should be show correctly
PD-1497: Bug - PIQ Audit report - Should show confirmation modal when user bulk delete
PD-1496: Bug - PIQ Audit report - Brand filter should be removed when user change brand at Brand dropdown
PD-1495: Bug - PIQ Audit report - Error 500 when user click on Create a new report
PD-1493: Bug - Sell rates - The type of fee filter don't work
PD-1492: Bug - Sell rates - Brand filter don't work
PD-1491: Bug - Sell rates - Value at the different field is showing incorrect
PD-1485: Bug - Sell rates - Should keep the value at Original Structure tab when user don't edit and change to New Structure tab
PD-1484: Bug - Sell rates - Should show [Name of Brand] - [ Name of PSP Account] at title modal when user edit PSP account
PD-1482: Bug - PIQ Report - Should disable the Update button when user update status from new pass to pass
PD-1481: Bug - PIQ Report - User can add invalid TCS and update report successfully
PD-1480: Bug - PIQ Report - Validation of Comment field
PD-1479: Bug - PIQ Report - Values at Initial Result and Comment fields is removed after user upload attachment
PD-1478: Bug - PIQ Report - The section should show shorter with... and user can see the full text when hover over
PD-1477: Bug - PIQ Report - User can not scroll to Attachment section when tcs have a long title
PD-1476: Bug - PIQ Report - New section don't show realtime after creating successfully until reload page
PD-1475: Bug - PIQ Report / CMS - Bug UI
PD-1474: Bug - PIQ Report / CMS- Create/Update button should be disabled when user create/ edit section without any tcs inside
PD-1473: Bug - PIQ Report - Remove logic not allow user publish report when report have any draft tcs
PD-1472: Bug - PIQ Report - New report will have TCS which is setting at CMS
PD-1464: Bug - QA Report - Preview PDF incorrect when user use the zoom out button
PD-1462: Bug - QA Report - Should show error message when user add the existing TCS
PD-1461 - Bug - QA report - Show undefine at tooltip at Status column
PD-1459: Bug - Update QA Report - Attachment modal is showing incorrect when user upload over 9 attachment
PD-1458: Bug - Update QA Report - Can not drag drop the attachment
PD-1457: Bug - Update QA Report - Don't show error message when user upload the attachment exceed 5MB
PD-1449: Bug - Rolling Reserves - Error 400 when user enter the number at Hold days field
PD-1448: Bug - Rolling Reserves - Show amount with thousand separators.
PD-1447: Bug - Matrix - Can not change the status of matrix
PD-1446: Bug - Matrix - error message " Matrixid must obeject ID" when user edit the start date
PD-1443: Bug - The child PSP should show at Matrix when user add it at CMS
PD-1442: Bug - Settlements - Comment - Can not scroll down when user resize the comment field
PD-1441: Bug - Settlements - Comment - The count number is showing incorrect
PD-1440: Bug - Settlement - Attachments - The preview attachment as CSV is showing incorrect
PD-1439: Bug - Settlement - Attachments - Should load the attachment quickly
PD-1437: Bug - Settlement - Attachments - Can not click on button at Preview attachment modal
PD-1423: Bug - Maintenance - The expired Maintenance is not change to Resolved automatically
PD-1422: Bug - Maintenance - New Maintenance modal is showing the previous value
PD-1421: Bug - Maintenance - User should not receive couple of messages when the maintenance will start 1 min
PD-1415: Bug - Organisation page - The lack of brands at PI brand
PD-1412: Bug - Matrix - Can not delete PSP (error 404)
PD-1410: Bug - Improve behavior Buy Rate page - Can delete field while user is in edit mode
PD-1409: Bug - Improve behavior Buy Rate page - New version button should be enabled when user click on current/future version
PD-1405: Bug - Matrix - Can not delete all matrix at brand
PD-1403: Bug - Maintenance - Edit maintenance with valid value but system show error message " Failed", user still receive the slack notification
PD-1396: Bug - [PROD] Matrix - error page when user select psp and expand
PD-1393: Bug - Road map - Filter still show many filter inside although user clear by reloading page
PD-1392: Bug - Road map - Don't show any data after user clearing all filters
PD-1197: Bug - Roadmap - UI bug when user enter text at search field at Filter modal