Major improvements:
- Add bulk operations functionality across clients, projects, and tasks
- Implement deletion and status management enhancements
- Add project code field with database migration (022)
- Improve inactive status handling for projects
Backend changes:
- Update project model with new code field and status logic
- Enhance routes for clients, projects, and tasks with bulk actions
- Add migration for project_code field (022_add_project_code_field.py)
Frontend updates:
- Refactor bulk actions widget component
- Update clients list and detail views with bulk operations
- Enhance project list, view, and kanban templates
- Improve task list, edit, view, and kanban displays
- Update base template with UI improvements
- Refine saved filters and time entry templates lists
Testing:
- Add test_project_inactive_status.py for status handling
- Update test_tasks_templates.py with new functionality
Documentation:
- Add BULK_OPERATIONS_IMPROVEMENTS.md
- Add DELETION_AND_STATUS_IMPROVEMENTS.md
- Add docs/QUICK_WINS_IMPLEMENTATION.md
- Update ALL_BUGFIXES_SUMMARY.md and IMPLEMENTATION_COMPLETE.md
This commit introduces several high-impact features to improve user experience
and productivity:
New Features:
- Activity Logging: Comprehensive audit trail tracking user actions across the
system with Activity model, including IP address and user agent tracking
- Time Entry Templates: Reusable templates for frequently logged activities with
usage tracking and quick-start functionality
- Saved Filters: Save and reuse common search/filter combinations across
different views (projects, tasks, reports)
- User Preferences: Enhanced user settings including email notifications,
timezone, date/time formats, week start day, and theme preferences
- Excel Export: Generate formatted Excel exports for time entries and reports
with styling and proper formatting
- Email Notifications: Complete email system for task assignments, overdue
invoices, comments, and weekly summaries with HTML templates
- Scheduled Tasks: Background task scheduler for periodic operations
Models Added:
- Activity: Tracks all user actions with detailed context and metadata
- TimeEntryTemplate: Stores reusable time entry configurations
- SavedFilter: Manages user-saved filter configurations
Routes Added:
- user.py: User profile and settings management
- saved_filters.py: CRUD operations for saved filters
- time_entry_templates.py: Template management endpoints
UI Enhancements:
- Bulk actions widget component
- Keyboard shortcuts help modal with advanced shortcuts
- Save filter widget component
- Email notification templates
- User profile and settings pages
- Saved filters management interface
- Time entry templates interface
Database Changes:
- Migration 022: Creates activities and time_entry_templates tables
- Adds user preference columns (notifications, timezone, date/time formats)
- Proper indexes for query optimization
Backend Updates:
- Enhanced keyboard shortcuts system (commands.js, keyboard-shortcuts-advanced.js)
- Updated projects, reports, and tasks routes with activity logging
- Safe database commit utilities integration
- Event tracking for analytics
Dependencies:
- Added openpyxl for Excel generation
- Added Flask-Mail dependencies
- Updated requirements.txt
All new features include proper error handling, activity logging integration,
and maintain existing functionality while adding new capabilities.
Dries Peeters