feat: Focus mode, estimates/burndown+budget alerts, recurring blocks, saved filters, and rate overrides

Add Pomodoro focus mode with session summaries
Model: FocusSession; API: /api/focus-sessions/; UI: Focus modal on timer page
Add estimates vs actuals with burndown and budget alerts
Project fields: estimated_hours, budget_amount, budget_threshold_percent
API: /api/projects/<id>/burndown; Charts in project view and project report
Implement recurring time blocks/templates
Model: RecurringBlock; API CRUD: /api/recurring-blocks; CLI: flask generate_recurring
Add tagging and saved filters across views
Model: SavedFilter; /api/entries supports tag and saved_filter_id
Support billable rate overrides per project/member
Model: RateOverride; invoicing uses effective rate resolution
Also:
Migration: 016_add_focus_recurring_rates_filters_and_project_budget.py
Integrations and UI updates in projects view, timer page, and reports
Docs updated (startup, invoice, task mgmt) and README feature list
Added basic tests for new features
This commit is contained in:
Dries Peeters
2025-10-06 13:34:56 +02:00
parent 99e6584c04
commit b6c0a79ffc
18 changed files with 974 additions and 10 deletions
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@@ -33,6 +33,10 @@ This script provides comprehensive database setup:
- `settings` - Application configuration and company branding
- `invoices` - Invoice management
- `invoice_items` - Individual invoice line items
- `focus_sessions` - Pomodoro/focus session summaries linked to `time_entries`
- `recurring_blocks` - Templates for recurring time blocks to auto-create entries
- `rate_overrides` - Per-project and per-user billable rate overrides
- `saved_filters` - User-defined saved filters payloads for reusable queries
#### Key Features
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@@ -115,6 +115,12 @@ The invoice feature interface has been significantly improved to provide a more
## Technical Improvements
### **Effective Rate Resolution**
- Invoices generated from time entries now use a precedence order for hourly rates:
1) project+user `rate_overrides` record; 2) project-only `rate_overrides` record;
3) `Project.hourly_rate`; 4) `Client.default_hourly_rate`.
- This allows granular billable rate overrides per project/member.
### **CSS Enhancements**
- Modern shadow system with `shadow-sm` and `border-0`
- Consistent spacing using Bootstrap utilities
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@@ -168,6 +168,14 @@ If you encounter database-related errors:
3. Verify all required tables exist
4. Contact system administrator if issues persist
## Recurring Time Blocks
The system supports recurring time block templates via the `recurring_blocks` table.
- Fields: `name`, `recurrence` (weekly), `weekdays` (e.g., `mon,tue`), `start_time_local`, `end_time_local`, optional `starts_on`/`ends_on`.
- Blocks can include `notes`, `tags`, and `billable` flag and are user-owned.
- API endpoints allow CRUD operations; a scheduler can periodically expand these into concrete `time_entries`.
## Future Enhancements
Planned improvements for Task Management: