Your Quarterly Summaries Now Update Automatically After Every AgentOS Sync

Release v1.0.27 · Event-Driven Workflow

Starting with v1.0.27, there is one less thing to remember when managing your property finances. Every time the platform finishes syncing your transactions from AgentOS, it now automatically recomputes any quarterly summaries that are touched by those new transactions — so the numbers you see are always up to date.

The problem this solves

Making Tax Digital requires accurate, up-to-date quarterly submissions to HMRC. If new transactions arrived via an AgentOS sync but a quarterly summary was not manually refreshed, the figures in that summary would be stale. Landlords managing multiple properties — or relying on automated syncs — could easily miss this and submit figures that did not reflect reality.

What changes in v1.0.27

We have introduced a new event-driven workflow that listens for agentos/incremental-sync.completed. When that event fires:

1. The system identifies every organisation for which new transactions were just imported.
2. For each new transaction, it determines which quarterly tax period it belongs to (using the transaction's date).
3. If a quarterly summary for that period exists and is still in draft status, the summary's aggregates are recomputed immediately and the lastComputedAt timestamp is refreshed.
4. A notification is sent: "X new transactions imported — your Q{n} summary has been updated."

The entire process is automatic and requires no action from you.

Your submissions are always protected

The workflow is designed with a clear safety boundary: it will only recompute summaries that are in draft status. Summaries that are pending, submitting, or submitted are never touched. Once you have initiated the process of submitting a quarter to HMRC, the underlying figures are locked from automated changes.

Staying informed

You will receive an in-app notification each time a quarterly summary is updated following a sync. This gives you a clear audit trail of when figures changed and why, so you can review the updated summary before progressing it toward submission.

What you need to do

Nothing. This workflow is live as of v1.0.27 and activates automatically on every AgentOS incremental sync. If you have draft summaries for the current quarter, they will stay current without any manual intervention.

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For full technical details, see the Post-Sync Summary Recomputation feature page.