- Document accumulated overtime (YTD) and where it appears (dashboard, analytics, workforce)
- Document take-overtime-as-paid-leave flow, API endpoints, and new helpers
- Add migration 136 and test_overtime_leave.py to Testing section; bump version to 1.2.0
- TestOvertimeYTD: get_overtime_ytd / get_overtime_last_12_months structure and values
- test_overtime_leave: request within YTD succeeds, exceeding YTD fails with validation
- Smoke test: assert get_overtime_ytd is available on overtime module
- Workforce dashboard: show Accumulated overtime (YTD) next to Leave Balances
- Add get_overtime_leave_type() and validate requested_hours <= YTD for overtime leave
- Time-off form: 'Take as paid leave' link, overtime type preset, available hours hint
- create_leave_request rejects overtime requests exceeding YTD with clear error
- Main dashboard: compute and display Overtime (YTD) in Month's Hours card
- Analytics: GET /api/analytics/overtime supports period=ytd and start_date/end_date
- API: dashboard stats endpoints include overtime_ytd_hours in response
- get_overtime_ytd(user): returns overtime from Jan 1 through today
- get_overtime_last_12_months(user): returns rolling 12-month overtime
- Reuses calculate_period_overtime; no new DB columns
- Enforce scope in timer routes: start_timer (POST), start_timer_for_project (GET),
and start_timer_from_template; deny with flash+redirect when project/client not allowed
- Add user_can_access_project check in api_start_timer (legacy API), API v1 timer/start,
and kiosk start-timer; return 403 with clear error message
- Scope dashboard Start Timer modal: load active_projects and active_clients via
apply_project_scope_to_model/apply_client_scope_to_model so subcontractors only see
assigned options
- Document timer start scope in SUBCONTRACTOR_ROLE.md (web, API, kiosk, 403/redirect)
On viewports <=767px, skip loading Toast UI Editor for the notes field on manual entry and edit timer pages; use a plain textarea instead. Toast UI is heavy and was freezing/crashing mobile Safari and Chrome. Desktop behavior unchanged. Document in CHANGELOG and MOBILE_IMPROVEMENTS.md.
- Use timer.time_entries_overview instead of timer.time_entries when
building the 'View time entries' URL in the dashboard. The invalid
route name caused BuildError and an error page after stopping the
timer, even though the time entry was saved.
- Document the fix in CHANGELOG under Unreleased / Fixed.
Issue #555: Users could set start/end date but had no visible way to apply filters, and CSV/PDF export could ignore the date range if applied before the AJAX filter ran.
- Add explicit 'Apply filters' submit button so date and other filters are applied on click (and on Enter).
- Export CSV/PDF: on click, build URL from current form params so export always reflects the selected date range and filters.
- Initialize export links from form state on load so they match visible filters.
Fixes#555
Architecture and maintainability improvements per production-readiness plan:
- API v1: Split monolithic api_v1.py into per-resource blueprints
(api_v1_projects, api_v1_tasks, api_v1_clients, api_v1_invoices,
api_v1_expenses, api_v1_payments, api_v1_mileage, api_v1_deals,
api_v1_leads, api_v1_contacts). Register all in blueprint_registry;
keep info, health, auth and remaining routes in api_v1.py.
- Bootstrap: Move setup_logging to app/utils/setup_logging.py and
legacy migrations (task management, issues tables) to
app/utils/legacy_migrations.py. Use SQLAlchemy 2-compatible
db.engine.begin() in legacy_migrations.
- Dashboard: Add AnalyticsService.get_dashboard_top_projects and
get_time_by_project_chart; thin main dashboard route to call
services only and remove inline TimeEntry aggregation.
- Docs: Update ARCHITECTURE.md (module table, API structure, data
flow, design decisions), DEVELOPMENT.md (workflow, build steps,
test examples), CHANGELOG.md (Unreleased refactor entry).
- Move Timer card to top as hero (primary action: start/stop, quick start, repeat last)
- Replace four adjust-time forms with single form and JS-driven delta submit
- Show only last 5 recent entries with columns: Project, Duration, Date, Actions
- Add View all link to Time entries overview; fix post-stop toast URL to time_entries_overview
- Apply max-w-7xl mx-auto to main content for readable width on large screens
- Add first-class sidebar links for Timer and Time entries (above Calendar)
- Fix active state: only Time entries highlighted on time_entries_overview,
only Timer highlighted on other timer.* routes
- Keep Time Tracking dropdown closed on Log time and Time entries pages
- Remove duplicate Time Entries link from Time Tracking submenu
- Add form-input-error and disabled state to form-input in input.css
- Add empty_state_compact and loading_overlay macros to components/ui.html
- Migrate tasks/overdue.html from Bootstrap (_components.html) to Tailwind
(page_header, empty_state, alert from ui.html; consistent cards and grid)
README: document dashboard time-by-project chart, summary report charts and PDF export, post-timer toast, remind-to-log setting; add daily workflow note under dashboard screenshot. CHANGELOG: add Unreleased entries for new features and changes. ARCHITECTURE: mention remind-to-log job and summary report PDF in Data Flow.
Dashboard:
- Add time-by-project chart (last 7 days) with Chart.js horizontal bar; link to Summary report
Summary report:
- Add time-by-project (last 30d) bar chart and daily trend (14d) line chart
- Add one-page PDF export (today/week/month hours + top projects table)
Post-timer flow:
- After stop, show toast "Logged Xh on [Project]" with action link "View time entries"
- Toast manager: optional actionLink/actionLabel for action links in toasts
- Session carries timer_stopped_toast to dashboard; no duplicate flash
Remind to log:
- User setting "Remind me to log time at end of day" + time picker (Settings)
- Hourly job: send one email per day if user has <0.5h logged that day (user TZ)
- Migration 135: notification_remind_to_log, reminder_to_log_time on users
- Remove placeholder version entries [4.8.0], [4.7.1], [4.7.0] with TBD dates
- Rename 'Release Notes Format' to 'Release notes format', reference
Keep a Changelog and Semantic Versioning
- Align section list with actual headings (Added, Changed, Fixed, etc.)
- Version: point to setup.py as single source of truth, link to CHANGELOG
- Tech stack: add Architecture overview link next to Project Structure
- Quick Start: add link to INSTALLATION.md for full steps
- Documentation: add Installation Guide, root Contributing, Development
Guide, Architecture, API quick reference
- Contributing: link to CONTRIBUTING.md and DEVELOPMENT.md
- REST API overview, token auth, base URL /api/v1
- How to get and use API tokens (Admin → Api-tokens, Bearer header)
- Main resources table (projects, time entries, tasks, clients, etc.)
- Curl examples for GET projects and POST time entry
- Links to REST_API.md, API_TOKEN_SCOPES.md, API_VERSIONING.md
- Add root CONTRIBUTING.md with quick overview and links to full guide,
Code of Conduct, and CHANGELOG
- Fix docs/development/CONTRIBUTING.md: use env.example (not .env.example)
for cp command to match repository
Quick wins (Phase A):
- A1: Quick timer actions — last timer context, Repeat last button, Quick start one-click form; pre-fill modal and tags from last entry
- A2: Unified empty states using empty_state macro on custom_view, time_entry_templates, saved_filters, issues; add loading_placeholder macro
- A3: Dashboard hierarchy — Activity and Support/Donate moved to secondary row below fold with reduced visual weight
- A4: Error/feedback consistency (flash-to-toast already in place)
Medium impact (Phase B):
- B5: Split API v1 — api_v1_common.py (shared helpers), api_v1_time_entries.py sub-blueprint for time-entries and timer/*; register api_v1_time_entries_bp
- B6: Start Timer UX — templates as prominent chips at top of modal; default last context and quick start from A1
- B7: Week in review — ReportingService.get_week_in_review(), route /reports/week-in-review, template and link from reports index
- B8: Tags discoverability — GET /api/tags, recent_tags in dashboard, tags input with datalist in Start Timer modal; last context includes tags
- B9: Frontend consolidation — document onboarding.js vs onboarding-enhanced.js in base.html
- B10: API validation — Marshmallow TimeEntryCreateSchema/TimeEntryUpdateSchema and handle_validation_error in api_v1_time_entries create/update
UX: Remove duplicate Timer actions — single Repeat last and Start Timer in header; body shows only Resume when recent entries exist (no duplicate Repeat last or Start new).
- In _on_page(), only skip IMAGE elements when their rect does not
intersect the page (was skipping when top-left was outside, which
hid overflowing images).
- Coerce element x, y, width, height to float to avoid type issues.
- In _draw_image_on_canvas(), clip all image drawing to the page
rectangle (beginPath + rect + clipPath) so the visible portion
is shown and overflow is clipped like in the preview.
- Try template image file path before get_image_base64 for more
reliable loading across deployments.
- Add INFO log when drawing template images for debugging.
Fixes#537 (export not showing decorative image when over border).
Allow overriding nginx port mappings with environment variables so users behind a reverse proxy (Nginx Proxy Manager, Traefik, etc.) or with 80/443 already in use can deploy without editing docker-compose.yml.
- docker-compose.yml: use \:80 and \:443
- env.example: document HTTP_PORT and HTTPS_PORT with example
- DOCKER_COMPOSE_SETUP.md: add Docker/nginx ports to env reference
Closes#553
Before deleting a user, explicitly remove their donation_interactions rows so the delete succeeds even when the table is missing (e.g. after support banner was removed via license). Also handle missing donation_interactions table in safe_commit like time_entry_approvals.
- Dashboard cached template data containing ORM objects (active_timer,
recent_entries, top_projects, templates) that became detached when
served in a different request, causing 'Instance not bound to a Session'
and 'Database Error' on second visit
- Add migration 133 to merge heads 132 (timesheet governance) and 129
(task tags) so flask db upgrade runs without conflicts
- Update CHANGELOG
Switch embedded invoice PDFs to Factur-X CII payloads and tighten the PDF/A-3 and AS4 handling so exports better match the standards they advertise. Document the experimental native Peppol transport path and cover the new validation and embedding behavior with focused tests.
Unify buttons, cards, headers, toasts, and form treatments across the app so screens feel consistent and are easier to scan on desktop and mobile. Update the broader template set to use the shared UI primitives and responsive spacing patterns introduced in this refresh.
- Add FinanceWorkforceScreen and finance_workforce_providers
- Update home_screen with IndexedStack tab state; api_client updates
- Align mobile with web/desktop for workforce and finance
- Add state.js and ui/notifications.js; update app.js and api client
- Bundle with esbuild; update package.json dependencies
- Improve connection status and accessible notifications (aria-live/role)
- Add TimesheetPeriod, TimesheetPolicy, TimeOff models and migration 132
- Add workforce blueprint, routes, and workforce_governance_service
- Add workforce dashboard template; register blueprint via blueprint_registry
- Extend User model for time-off and policy associations
Sync sidebar-collapsed class on document.documentElement when toggling.
The early script adds the class to documentElement on load; applyCollapsed
only updated appShell, so expanding left the class on html and labels
stayed hidden. Now both are updated so expand/collapse works correctly.
The flyout submenu used document coordinates (getBoundingClientRect +
scrollX/scrollY) while having position:fixed, causing it to shift with
scroll and disappear off-screen. Use viewport-relative coordinates only
so the flyout stays aligned with the trigger.
Dries Peeters