Progress Report.

Your weekly progress is always clear and fully documented. Every Friday, you'll receive a detailed Progress Report specifically focused on the development of Paylithic. This report provides a transparent snapshot of our work, clearly outlining what features have been fully implemented, what is currently in progress this week, and the prioritized tasks scheduled for the upcoming week. This ensures you always know the exact status of Paylithic and what to expect next.

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Testing for this Week: **October 6 - October 10, 2025**

Targeted: Mon/Tue, Oct 6-7

**1. AI-Powered Drafting:** Testing generation of collection emails based on debt age and group profile.

**2. Customization Options:** Verify user can modify the tone and content of the AI-drafted email.

Targeted: Wed/Thu, Oct 8-9

**3. Merge Field Insertion:** Testing dynamic insertion of Group/Member/Invoice data into the email body.

**4. Preview Functionality:** Verify the final email renders correctly with populated merge fields before scheduling/sending.

Targeted: Fri, Oct 10

**5. Stability Check:** Stress testing the AI generation endpoint for latency and error handling.

**6. Edge Case Scenarios:** Testing drafting for zero-balance or extremely overdue accounts.

Still Needs to be Implemented (Roadmap)

ERP/Accounting Integration

  • Connection status dashboard showing active integrations.
  • Setup wizard for new integrations with step-by-step guidance.
  • Test connection functionality.

Communication Timeline

  • Chronological view of all customer communications.
  • Email status tracking (sent, opened, replied).
  • Response management and threading.

Schedule Management

  • Calendar view of scheduled actions.
  • Bulk scheduling capabilities.
  • Holiday and business day considerations.

Core Features Already Implemented

1. Authentication & Auth

  • User login/registration, protected routes.
  • Session-based auth, User roles (Super User, Regular).

2. Dashboard & Analytics

  • Invoice Overview: Revenue, overdue amounts, collection rates.
  • Age Analysis Dashboard: Global and group-specific debt aging charts.

3. Invoice Management

  • Complete **CRUD** operations for invoices.
  • Search and filter by status and detailed viewing.

4. Customer Groups

  • Create, edit, delete groups and manage members.
  • Group prioritization, categorization, search, and pagination.

5. File Upload & Import

  • Excel file upload for Age Analysis, Customer Details, etc.
  • Drag-and-drop interface, validation, and history tracking.

6. Email Template Management

  • **CRUD** for templates with categories (3-day, 7-day, etc.).
  • Template preview and variable support (merge fields).

10. Age Analysis System

  • Global and group-specific aging analysis.
  • Debt distribution by age buckets (current, 30, 60, 90, 120+ days).

13. Automation Rules Configuration

  • Visual rule builder for creating collection workflows.
  • Time-based triggers (daily, weekly, monthly).
  • Condition-based actions (days overdue, amount thresholds).

14. Core Data Module (Tested)

  • **Group & Member Management:** CRUD and bulk upload for Groups and Group Members.
  • **Core Financial Data:** Invoice Management CRUD and Age Analysis Data Upload/CRUD.
  • **UI/UX & Roles:** Dashboard verification and successful implementation of User Roles.
  • **Template CRUD:** Functionality for creating, editing, and deleting Email Templates.

12. UI/UX Features

  • Modern **React/TypeScript** frontend with **Tailwind CSS**.
  • Responsive design, dark/light theme support.

Backend & Technicals

  • REST API with Express.js and MongoDB integration.
  • Email Integration and Chart Visualization implemented.

Other Implemented Features (7, 8, 9, 11)

  • **7. Reports & Analytics** (Performance dashboards).
  • **8. Settings & Config** (Integration/Automation/Notification Settings).
  • **9. Knowledge Base** (Article management/categorization).
  • **11. Database & Backend Services** (REST API, MongoDB, Error Handling).