Commit Graph

15 Commits

Author SHA1 Message Date
Dries Peeters 4eabe3cabd feat(ui): add global Ctrl/Cmd+K command palette
Adds a Tailwind-styled global command palette (Ctrl/Cmd+K) with fuzzy search and a Start Timer flow that picks a project then POSTs /api/timer/start with CSRF.
Updates docs to reflect the new shortcut.
2026-04-26 09:03:54 +02:00
Dries Peeters 9547937be2 docs: update README and guides, add audit and strategy docs
- Simplify README version section and point to CHANGELOG
- Update UI overview with Reports and installation reference
- Refresh CONTRIBUTING, DEVELOPMENT, API.md links/consistency
- Add ARCHITECTURE_AUDIT, DOCS_AUDIT, PRODUCT_UX_AUDIT, FRONTEND, PERFORMANCE
- Add API_CONSISTENCY_AUDIT, RESPONSE_FORMAT, CONTRIBUTOR_GUIDE, TESTING_STRATEGY
- Update GETTING_STARTED, REST_API, PROJECT_STRUCTURE, DEPLOYMENT_GUIDE
2026-03-15 09:36:37 +01:00
Dries Peeters a70285bfa9 docs: add break time feature documentation and changelog (Issue #561)
- Add docs/BREAK_TIME_FEATURE.md (timers pause/resume, manual break, API, settings)
- CHANGELOG: add entry under [Unreleased]
- FEATURES_COMPLETE: Timer Management and Manual Time Entry mention break time
- docs/README: link to Break Time feature doc
2026-03-11 17:59:12 +01:00
Dries Peeters 61256cdc60 Bump version to 4.20.6 and update documentation 2026-02-20 09:59:35 +01:00
Dries Peeters 11c6c5559b Bump version to 4.20.5 and update documentation 2026-02-17 20:32:54 +01:00
Dries Peeters b6d208090b feat(dashboard): add pause, resume, and time adjustment to timer widget
- Add Pause and Stop buttons when a timer is running; Pause saves the
  segment so users can resume later without losing context.
- When no timer is active, show prominent 'Resume (project name)' to
  restart with the same project/task/notes as the last entry.
- Add quick time adjustment (-15 / -5 / +5 / +15 min) for the active
  timer via POST /timer/adjust (delta_minutes); limits ±4 hours.
- Update CHANGELOG, in-app Help, GETTING_STARTED, and FEATURES_COMPLETE
  to document the new dashboard timer behavior.
2026-02-17 20:26:14 +01:00
Dries Peeters def875431c chore: bump version to 4.20.0 and update documentation 2026-02-16 09:34:15 +01:00
Dries Peeters 4f05c3d540 feat(header): group Chat, Timer, Help as aligned round buttons
- Group Chat, Timer, and Help in header as round icon buttons
- Vertically aligned, evenly spaced (gap-2), consistent w-10 h-10
- Header timer: one-click start/stop from any page via floating-timer-bar.js
- Fix timer manual entry URL (use /timer/manual, not /timer/manual_entry)
- Add Help button linking to help page
- Update FEATURES_COMPLETE (Header Quick Access, One-Click Timers)
- Update help page Time Tracking section with header timer tip
- Update CHANGELOG
2026-02-16 09:31:07 +01:00
Dries Peeters e68f231b91 feat: API v1 CRM/approvals, api_responses, templates, version & RBAC docs
- REST API v1: add deals, leads, contacts, time-entry-approvals (CRUD + approve/reject/cancel/bulk-approve). New scopes and /info entries.
- Standardize API errors: use error_response, forbidden_response, not_found_response in api_v1 (projects + new CRM/approval routes).
- Consolidate templates: move root templates/ into app/templates/, remove ChoiceLoader and legacy root files.
- Version: README/FEATURES_COMPLETE/CHANGELOG/mobile docs reference setup.py as single source (4.19.0); add [4.19.0] changelog entry.
- Docs: SERVICE_LAYER_AND_BASE_CRUD.md, RBAC_PERMISSION_MODEL.md; base_crud_service docstring points to service-layer doc.
- Mark projects_refactored_example, timer_refactored, invoices_refactored as REFERENCE ONLY in docstrings.
2026-02-13 21:43:09 +01:00
Dries Peeters 5f72ae3ef5 chore: Update version to 4.14.0 across all documentation
- Update README.md to reflect version 4.14.0
- Update docs/FEATURES_COMPLETE.md to version 4.14.0
- Add CHANGELOG entry for version 4.14.0 with comprehensive changes
- Align all version references with setup.py (4.14.0)
2026-01-27 21:50:44 +01:00
Dries Peeters ce32ce9a9c docs: Comprehensive README and documentation updates
- Fix version consistency: Update all documentation to reflect version 4.13.2
- Add Technology Stack section with complete tech overview
- Enhance Quick Start section with prerequisites and troubleshooting links
- Add System Requirements section with minimum/recommended specs
- Improve documentation organization by use case (users, admins, developers)
- Add comprehensive feature documentation links throughout README
- Enhance Features section with guide links and better categorization
- Update documentation index (docs/README.md) with missing links
- Add Contributing Quick Reference section
- Fix broken links and improve navigation
- Polish all documentation for clarity and consistency

This update makes the documentation more accessible, better organized,
and easier to navigate for all user types (new users, administrators,
developers, and troubleshooters).
2026-01-27 21:50:03 +01:00
Dries Peeters 3218ab012a feat: expand client portal and approval workflows
Add new client portal pages (dashboard, approvals, notifications, documents, reports) and extend API/routes/services to support client approvals, invoices/quotes views, and related notifications.

Update email templates and docs; add/adjust tests for new models/routes.
2026-01-02 07:52:32 +01:00
Dries Peeters 3e100ac4a0 fix(ci): use lowercase image names for Docker registry compatibility
Changes:

- Add step to convert image names to lowercase in CD workflow

- Update docker-compose.production.yml generation to use lowercase image names

- Enhance production deployment with nginx reverse proxy and certgen service

- Update CSRF configuration documentation with IP access guidance

- Improve deployment manifest generation with better service orchestration
2025-11-29 09:25:39 +01:00
Dries Peeters 25ea52c029 feat: Implement CRM features and fix migration issues
- Add CRM models: Contact, ContactCommunication, Deal, DealActivity, Lead, LeadActivity
  - Support multiple contacts per client with primary contact designation
  - Track sales pipeline with deals and opportunities
  - Manage leads with conversion tracking
  - Record communication history with contacts

- Add CRM routes and templates
  - Contact management (list, create, view, edit, delete)
  - Deal management with pipeline view
  - Lead management with conversion workflow
  - Communication history tracking

- Fix SQLAlchemy relationship conflicts
  - Specify foreign_keys for Deal.lead relationship to resolve ambiguity
  - Remove duplicate backref definitions in DealActivity and LeadActivity

- Improve migration 062 robustness
  - Add index existence checks before creation
  - Handle partial migration states gracefully
  - Support both assigned_to and assignee_id column names

- Add error handling for missing CRM tables
  - Gracefully handle cases where migration 063 hasn't run yet
  - Prevent application crashes when CRM tables don't exist

- Add database migration 063 for CRM features
  - Create contacts, contact_communications, deals, deal_activities, leads, lead_activities tables
  - Set up proper foreign key relationships and indexes

- Update documentation
  - Add CRM features to FEATURES_COMPLETE.md
  - Create CRM implementation documentation
  - Add feature gap analysis documentation
2025-11-23 20:38:35 +01:00
Dries Peeters 0c28b80346 docs: Add comprehensive features documentation and update READMEs
Create complete features overview documenting all 120+ features across
12 major categories, and update main README and docs README with
enhanced feature descriptions and links.

Changes:
- Add docs/FEATURES_COMPLETE.md with comprehensive feature documentation
  covering all features organized by category (Time Tracking, Project
  Management, Task Management, Client Management, Invoicing, Financial
  Management, Reporting & Analytics, User Management & Security,
  Productivity Features, Administration, Integration & API, Technical)
- Update README.md:
  - Add reference to complete features documentation
  - Expand feature descriptions with additional features (Focus Sessions,
    Recurring Time Blocks, Budget Alerts, Weekly Goals, etc.)
  - Enhance feature descriptions with more detail
- Update docs/README.md:
  - Add "Complete Features Reference" section at top
  - Reorganize feature documentation into logical groups
  - Add links to additional feature docs (Payment Tracking, Budget
    Alerts, Weekly Goals, etc.)

This provides users with a single comprehensive reference for all
available features while maintaining the quick overview in the main
README. The documentation is now better organized and more discoverable.
2025-11-13 09:31:07 +01:00