# Client Features Implementation Status

**Date:** 2026-03-16  
**Status:** Client portal upgrade complete — dashboard customization, reports, activity feed, real-time updates implemented

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## ✅ Completed

### 1. Time Entry Approval UI
- ✅ Routes in `client_portal.py`
- ✅ Navigation link with badge
- ✅ Dashboard widget for pending approvals
- ✅ Templates: `approvals.html`, `approval_detail.html`

### 2. Quote Approval Workflow
- ✅ Accept/Reject routes
- ✅ Quote detail template with action buttons and rejection modal

### 3. Invoice Payment Links
- ✅ Payment route, invoice detail "Pay Invoice" button, payment status indicators

### 4. Dashboard enhancements
- ✅ Pending approvals widget, quick actions, statistics cards

### 5. Client dashboard widget customization (new)
- ✅ Model `ClientPortalDashboardPreference` and migration `140_add_client_portal_dashboard_preferences`
- ✅ GET/POST `/client-portal/dashboard/preferences` for widget layout
- ✅ Default layout: stats, pending_actions, projects, invoices, time_entries
- ✅ "Customize dashboard" UI (modal with checkboxes, save)
- ✅ Preferences keyed by client_id and optional user_id (portal user)

### 6. Client-specific reports (first version)
- ✅ `ClientReportService.build_report_data()` (in `client_report_service.py`)
- ✅ Reports route uses portal data only; includes project progress, invoice/payment summary, task/status summary, time by date (last 30 days), recent entries
- ✅ Template sections and empty states

### 7. Project activity feed
- ✅ `ClientActivityFeedService.get_client_activity_feed()` — unified feed from Activity (project, time_entry for client projects) and Comment (non-internal only)
- ✅ Route and template use feed items; correct attributes (action, description, project_name, etc.)

### 8. Real-time updates (Flask-SocketIO)
- ✅ Client room: `client_portal_{client_id}`; join/leave handlers in `api.py`
- ✅ Auth: only session with `client_portal_id` or `_user_id` (portal user) can join
- ✅ Emit `client_notification` when a ClientNotification is created
- ✅ Emit `client_approval_update` when approval is requested or approved/rejected
- ✅ Client portal base template: SocketIO script, join on connect, toasts on events
- ✅ Fallback: portal works without WebSocket; counts refresh on next load

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## Tests added

- **Dashboard preferences**: GET default, POST then GET persistence, reject invalid widget_ids, require auth
- **Reports visibility**: report data only for authenticated client; other client’s projects not in page
- **Activity feed**: require auth, returns feed items; service returns only client’s project activities
- **SocketIO**: `_get_client_id_from_session` for client_portal_id and _user_id; create_notification emits to correct room (mocked)

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## Optional / future (Phase 2)

- Per-contact preferences (when contact-based login exists)
- **Report date range and CSV export:** implemented (query param `?days=1–365`, `?format=csv`). PDF export and saved report params remain future.
- Activity: log quote/invoice events; optional `visible_to_client` on Activity
- Real-time activity feed live updates
- New widget types (e.g. documents, deadlines); admin-defined default layouts

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**Last Updated:** 2026-03-16  
**Progress:** Client portal upgrade complete for dashboard customization, reports, activity feed, and real-time updates.
