Commit Graph

53 Commits

Author SHA1 Message Date
Dries Peeters 91127bf188 feat: smart in-app notifications, value dashboard stats, and search scope helpers
Smart notifications (opt-in under user settings): NotificationService builds candidates from the user's local day and active timers; GET /api/notifications and POST /api/notifications/dismiss; migration 150 adds user columns and user_smart_notification_dismissals. /api/summary/today uses the same local-day totals. Client polls from smart-notifications.js; toastManager.show gains onDismiss for server dismiss sync. Config and env.example document SMART_NOTIFY_* variables.

Value dashboard: StatsService with Redis-backed caching, GET /api/stats/value-dashboard, dashboard template and dashboard-enhancements polling alongside existing widgets.

API v1 token search now uses apply_project_scope and apply_client_scope on queries; scope_filter adds apply_project_scope; tests extended for the new helper.
2026-04-15 12:15:23 +02:00
Dries Peeters 98e6eb87b9 feat(db): add task custom_fields and api_idempotency_keys
- Add tasks.custom_fields (JSONB) for integration metadata (migration 143).
- Add api_idempotency_keys table keyed by token, scope, and key hash (migration 144).
- Register ApiIdempotencyKey model for safe replay of POST /api/v1/time-entries.
2026-04-05 08:39:11 +02:00
Dries Peeters 404647eea3 feat(models): add ClientPortalDashboardPreference and update user/audit/link models
- Add ClientPortalDashboardPreference for per-client/widget dashboard layout and order
- Export new model in models __init__; minor updates to audit_log, link_template, user as needed
2026-03-16 15:15:21 +01:00
Dries Peeters b4486a627f fix: CI tests, code quality, and duplicate DB indexes
- Webhook models: remove duplicate index definitions so db.create_all()
  no longer raises 'index already exists' (columns already have index=True)
- ImportService: fix circular import by late-importing ClientService,
  ProjectService, TimeTrackingService in __init__
- reports: fix F823 by renaming unpack variable _ to _entry_count to avoid
  shadowing gettext _ in export_task_excel()
- Code quality: add .flake8 with extend-ignore so flake8 CI passes;
  simplify pyproject.toml isort config (drop unsupported options)
- Format: run black and isort on app/
- tests: restore minimal app fixture in test_import_export_models
2026-03-15 10:51:52 +01:00
Dries Peeters 531f16b597 feat(workforce): add timesheet governance, time-off, and workforce dashboard
- 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
2026-03-06 15:44:35 +01:00
Dries Peeters ae9ee9dec1 feat: add subcontractor role with assigned clients (scope-restricted access)
- Add user_clients table and UserClient model for many-to-many user-client assignment
- Add 'subcontractor' system role; users with this role see only assigned clients and their projects
- User helpers: is_scope_restricted, get_allowed_client_ids(), get_allowed_project_ids()
- Admin user form: assign clients when role is Subcontractor (multi-select, JS toggle)
- Scope filtering: clients, projects, time entries, reports, invoices, timer, API v1
- Direct access to out-of-scope client/project returns 403 (web and API)
- Migration 127_add_user_clients_table; scope_filter utility and ProjectService scope_client_ids
- Docs: SUBCONTRACTOR_ROLE.md, ADVANCED_PERMISSIONS.md, RBAC, CLIENT_PORTAL, README, CHANGELOG

Addresses GitHub Discussion #476 (user with limited clients/projects).
2026-02-16 07:12:57 +01:00
Dries Peeters ba9b789c51 feat: Add decorative images to PDF templates with full sync between invoice and quote editors
- Add decorative image element to PDF Layout Designer for both invoice and quote templates
- Implement template-level decorative image upload and management
- Add backend routes for template image upload and serving
- Update PDF generation (HTML preview and ReportLab) to handle template images with transparency preservation
- Sync all decorative image functionality between invoice and quote PDF layout editors

Fixes:
- Fix upload button not opening file picker in invoice template (use fresh DOM references)
- Fix element name matching to handle 'decorative-image element-overlap' format (use .includes() instead of strict equality)
- Fix image restoration after page reload with enhanced JSON searching and position matching
- Fix image persistence in Konva.js serialization/deserialization

Improvements:
- Enhanced image restoration logic with fallback mechanisms
- Improved error handling and console logging for debugging
- Better handling of transparent backgrounds in PDF export
- Consistent behavior between invoice and quote template editors
2026-01-13 13:33:55 +01:00
Dries Peeters f205904742 feat: Add comment attachments model and migration
- Create CommentAttachment model following ProjectAttachment pattern
- Add database migration for comment_attachments table
- Register CommentAttachment in models __init__.py
- Support file uploads (images, PDFs, documents, archives)
- Include file metadata (size, type, uploader, timestamp)
- Cascade delete attachments when comments are deleted

Enables file attachments to comments for better team collaboration.
2026-01-04 06:23:39 +01:00
Dries Peeters 753b98d272 feat: add Peppol e-invoicing and stock lot valuation
Add Peppol BIS Billing 3.0 (UBL) invoice sending via a configurable access point, including admin-configurable settings, per-invoice send history, and documentation/README updates.

Also introduce stock lots/allocations (valuation layers) with supporting inventory route/report/UI updates and hardened startup migration handling.
2026-01-03 07:00:30 +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 9507a9492c feat: Add comprehensive donation system with smart prompts and improved accessibility
- Add dedicated donation page (/donate) explaining why donations matter
- Implement DonationInteraction model to track user engagement and interactions
- Add smart banner logic with contextual messaging based on user milestones
- Improve donation accessibility with links in sidebar, footer, dashboard, and all major pages
- Add UTM tracking to all Buy Me a Coffee links for analytics
- Fix CSRF token issues in donation tracking JavaScript
- Enhance dashboard widget with user stats and dual action buttons
- Add donation information section to About page
- Update support banner with 'Learn More' and 'Donate' options
- Create database migration for donation_interactions table

The donation system now provides:
- Smart prompts that show after user milestones (7+ days, 50+ entries, 100+ hours)
- Banner dismissal tracking with 30-day cooldown
- Multiple access points throughout the application
- Better visibility of donation impact and importance
- Comprehensive tracking for analytics and optimization
2025-12-30 09:52:12 +01:00
Dries Peeters 92893b188d fix: complete backend implementations and integration improvements
This commit addresses multiple incomplete implementations identified in the
codebase analysis, focusing on security, functionality, and error handling.

Backend Fixes:
- Issues module: Implement proper permission filtering for non-admin users
  - Users can only see issues for projects they have access to
  - Added permission checks to view_issue and edit_issue routes
  - Statistics now respect user permissions

- Push notifications: Implement proper subscription storage
  - Created PushSubscription model for browser push notification subscriptions
  - Updated routes to use new model with proper CRUD operations
  - Added support for multiple subscriptions per user
  - Added endpoint to list user subscriptions

Integration Improvements:
- GitHub: Implement webhook signature verification
  - Added HMAC SHA-256 signature verification using webhook secret
  - Uses constant-time comparison to prevent timing attacks
  - Added webhook_secret field to config schema

- QuickBooks: Implement customer and account mapping
  - Added support for customer mappings (client → QuickBooks customer)
  - Added support for item mappings (invoice items → QuickBooks items)
  - Added support for account mappings (expense categories → accounts)
  - Added default expense account configuration
  - Improved error handling and logging

- Xero: Add customer and account mapping support
  - Added contact mappings (client → Xero Contact ID)
  - Added item mappings (invoice items → Xero item codes)
  - Added account mappings (expense categories → Xero account codes)
  - Added default expense account configuration

- CalDAV: Implement bidirectional sync
  - Added TimeTracker to Calendar sync direction
  - Implemented iCalendar event generation from time entries
  - Added create_or_update_event method to CalDAVClient
  - Supports bidirectional sync (both directions simultaneously)
  - Improved error handling for event creation/updates

- Trello: Implement bidirectional sync
  - Added TimeTracker to Trello sync direction
  - Implemented task to card creation and updates
  - Automatic board creation for projects if needed
  - Maps task status to Trello lists
  - Supports bidirectional sync

- Exception handling: Improve error logging in integrations
  - Replaced silent pass statements with proper error logging
  - Added debug logging for non-critical failures (user info fetch)
  - Improved error visibility for debugging
  - Affected: Google Calendar, Outlook Calendar, Microsoft Teams, Asana, GitLab

All changes include proper error handling, logging, and follow existing code
patterns. Database migration required for push_subscriptions table.
2025-12-29 12:31:52 +01:00
Dries Peeters 443a797e2d feat: Add CalDAV calendar integration for Zimbra and other CalDAV servers
Implement comprehensive CalDAV calendar integration to import calendar events
as time entries from CalDAV-compatible servers (Zimbra, Nextcloud, ownCloud).

Features:
- CalDAV client with calendar discovery and event fetching
- Automatic calendar discovery from server URL
- Import calendar events (VEVENT) as time entries
- Project matching from event titles with fallback to default project
- Idempotent sync using IntegrationExternalEventLink to prevent duplicates
- Per-user integration setup (similar to Google Calendar)
- Support for both server URL (with discovery) and direct calendar URL
- SSL certificate verification toggle for self-signed certificates
- Configurable lookback period for event import

Components:
- CalDAVCalendarConnector: Main integration connector with sync logic
- CalDAVClient: Low-level CalDAV client using PROPFIND/REPORT requests
- IntegrationExternalEventLink: Model for tracking imported events (idempotency)
- Setup UI: User-friendly form for configuration
- Comprehensive validation and error handling
- Full test coverage (unit, integration, route tests)
- Documentation: Setup guide and troubleshooting

Technical details:
- Uses icalendar library for parsing VEVENT components
- Handles timezone conversion (CalDAV UTC to app local timezone)
- Skips all-day events (only imports timed events)
- Stores credentials securely (password in access_token, username in extra_data)
- Automatic calendar discovery on first sync if only server URL provided

Migration:
- Adds integration_external_event_links table for sync tracking
- Unique constraint on (integration_id, external_uid) prevents duplicates

Documentation:
- CALDAV_INTEGRATION.md: Complete feature documentation
- CALDAV_QUICK_SETUP.md: Step-by-step setup guide with examples

Closes feature request for CalDAV/Zimbra integration.
2025-12-20 17:28:48 +01:00
Dries Peeters 7791e6ada0 feat: Add comprehensive issue/bug tracking system
Implement a complete issue management system with client portal integration
and internal admin interface for tracking and resolving client-reported issues.

Features:
- New Issue model with full lifecycle management (open, in_progress, resolved, closed, cancelled)
- Priority levels (low, medium, high, urgent) with visual indicators
- Issue linking to projects and tasks
- Create tasks directly from issues
- Client portal integration for issue reporting and viewing
- Internal admin routes for issue management, filtering, and assignment
- Comprehensive templates for both client and admin views
- Status filtering and search functionality
- Issue assignment to internal users
- Automatic timestamp tracking (created, updated, resolved, closed)

Client Portal:
- Clients can report new issues with project association
- View all issues with status filtering
- View individual issue details
- Submit issues with optional submitter name/email

Admin Interface:
- List all issues with advanced filtering (status, priority, client, project, assignee, search)
- View, edit, and delete issues
- Link issues to existing tasks
- Create tasks from issues
- Update issue status, priority, and assignment
- Issue statistics dashboard

Technical:
- Added Issue model with relationships to Client, Project, Task, and User
- New issues blueprint for internal management
- Extended client_portal routes with issue endpoints
- Updated model imports and relationships
- Added navigation links in base templates
- Version bump to 4.6.0
- Code cleanup in docker scripts and schema verification
2025-12-14 07:25:42 +01:00
Dries Peeters 4e57f08c03 Add salesman-based report splitting and email distribution
- Add SalesmanEmailMapping model to map salesman initials to email addresses
  - Support for direct email addresses, email patterns, and domain-based patterns
  - Admin interface for managing email mappings

- Add UnpaidHoursService for querying and grouping unpaid time entries
  - Filter by client custom fields (e.g., salesman)
  - Group unpaid hours by salesman for report generation

- Add salesman report routes and API endpoints
  - CRUD operations for email mappings
  - Generate and send reports split by salesman
  - Preview email addresses for salesman initials

- Enhance scheduled reports with salesman splitting
  - Add split_by_salesman and salesman_field_name to report schedules
  - Automatically split reports by salesman and send to mapped emails

- Add UI components for salesman report management
  - Admin dashboard integration
  - Report builder with salesman splitting options
  - Email mapping management interface

- Add email template for unpaid hours reports

- Add database migrations:
  - 087: Create salesman_email_mappings table
  - 088: Add salesman splitting fields to report_email_schedules
2025-12-03 08:59:48 +01:00
Dries Peeters f3a3a40480 Add project custom fields and file attachments for projects and clients
This commit introduces two major features:

1. Project Custom Fields: Add custom_fields JSON column to projects table (migration 085), support for flexible custom data storage, display and edit in project views

2. File Attachments System: Add project_attachments and client_attachments tables (migration 086), new ProjectAttachment and ClientAttachment models, full CRUD operations, file upload/download/delete, client-visible attachments support

Additional improvements: Enhanced data tables, updated project/client/invoice/timer views, improved UI for attachments and custom fields management
2025-12-03 08:30:15 +01:00
Dries Peeters 3f5d253a8b feat: Add global custom field definitions with link template support
Implement a global custom field system that allows defining fields once
and reusing them across all clients. Fields can be marked as mandatory
or optional, and values become clickable links when link templates are
assigned.

- Add CustomFieldDefinition model and admin interface
- Support mandatory/optional flags with validation
- Update client forms to use global definitions
- Enhance link templates to support {value} and %value% placeholders
- Make custom field values clickable in client view
- Add migration 084 for custom_field_definitions table

Breaking: Client custom fields now require global definitions. Existing
custom fields continue to work, but new fields must be defined globally.
2025-11-30 15:29:02 +01:00
Dries Peeters dcbdfcc288 feat: Add client custom fields, link templates, UI feature flags, and client billing support
Add client custom fields (JSON) for flexible data storage

Implement link templates system for dynamic URL generation from custom fields

Add client_id support to time entries for direct client billing (project_id now nullable)

Implement user-level UI feature flags for customizable navigation visibility

Add system-wide UI feature flags in settings for admin control

Fix metadata column naming (user_badges.achievement_metadata, leaderboard_entries.entry_metadata)

Update templates and routes to support new features

Add comprehensive UI feature flag management in admin and user settings

Enhance client views with custom fields and link template integration

Update time entry forms to support client billing

Add tests for system UI flags

Migrations: 075-080 for custom fields, link templates, UI flags, client billing, and metadata fixes
2025-11-29 06:17:07 +01:00
Dries Peeters 8585b097e0 feat: Add comprehensive feature implementation including integrations, workflows, approvals, and AI features
Major Features:
- Integration framework with implementations for Asana, Google Calendar, QuickBooks, and Trello
- Workflow automation system with workflow engine service
- Time entry approval system with client approval capabilities
- Recurring tasks functionality
- Client portal customization and team chat features
- AI-powered categorization and suggestion services
- GPS tracking for expenses
- Gamification system with service layer
- Custom reporting with service and model support
- Enhanced OCR service for expense processing
- Pomodoro timer service
- Currency service for multi-currency support
- PowerPoint export utility

Frontend Enhancements:
- Activity feed JavaScript module
- Mentions system for team chat
- Offline sync capabilities
- New templates for approvals, chat, and recurring tasks

Database Migrations:
- Updated integration framework migrations (066-068)
- Added workflow automation migration (069)
- Added time entry approvals migration (070)
- Added recurring tasks migration (071)
- Added client portal and team chat migration (072)
- Added AI features and GPS tracking migration (073)

Documentation:
- Updated implementation documentation
- Removed obsolete feature gap analysis docs
- Added comprehensive implementation status reports
2025-11-28 22:39:04 +01:00
Dries Peeters eb4fb8296f feat: Add integration framework and major feature enhancements
This commit introduces a comprehensive integration framework and multiple new features to enhance the TimeTracker application's capabilities.

Major Features:

- Integration Framework: Extensible system for third-party integrations with support for Jira, Slack, GitHub, and calendar services

- Project Templates: Reusable project templates for faster project creation

- Invoice Approvals: Workflow for invoice approval before sending

- Payment Gateways: Online payment processing integration with Stripe support

- Scheduled Reports: Automated report generation and email delivery

- Custom Reports: Advanced report builder with saved views

- Gantt Chart: Visual project timeline and dependency management

- Calendar Integrations: External calendar synchronization with Google Calendar support

- Push Notifications: Enhanced notification system with PWA support

Bug Fixes:

- Fix None handling in analytics routes

- Fix dynamic relationship loading issues in ProjectRepository and ProjectService

- Fix parameter ordering in service methods

- Fix None duration_seconds handling in budget forecasting

UI/UX Improvements:

- Update logo references to timetracker-logo.svg

- Add favicon links to all templates

- Add navigation items for new features

- Enhance invoice view with approval status and payment gateway links

Database:

- Add Alembic migrations for new features (065, 066, 067)

Dependencies:

- Add stripe==7.0.0 for payment processing

- Add google-api-python-client libraries for calendar integration
2025-11-26 07:53:28 +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 73dfeecbaa feat: Complete inventory management system implementation
Add comprehensive inventory management system with full feature set including
stock tracking, warehouse management, supplier management, purchase orders,
transfers, adjustments, and reporting.

Core Features:
- Stock Items: Full CRUD operations with categories, SKU, barcodes, pricing
- Warehouse Management: Multi-warehouse support with stock level tracking
- Supplier Management: Multi-supplier support with supplier-specific pricing
- Purchase Orders: Complete PO lifecycle (draft, sent, received, cancelled)
- Stock Transfers: Transfer stock between warehouses with audit trail
- Stock Adjustments: Dedicated interface for stock corrections
- Stock Reservations: Reserve stock for quotes/invoices/projects
- Movement History: Complete audit trail for all stock movements
- Low Stock Alerts: Automated alerts when items fall below reorder point

Reports & Analytics:
- Inventory Dashboard: Overview with key metrics and statistics
- Stock Valuation: Calculate total inventory value by warehouse/category
- Movement History Report: Detailed movement log with filters
- Turnover Analysis: Inventory turnover rates and sales analysis
- Low Stock Report: Comprehensive low stock items listing

Integration:
- Quote Integration: Stock reservation when quotes are created
- Invoice Integration: Automatic stock reduction on invoice payment
- Project Integration: Stock allocation for project requirements
- API Endpoints: RESTful API for suppliers, purchase orders, and inventory

Technical Implementation:
- 9 new database models with proper relationships
- 3 Alembic migrations for schema changes
- 60+ new routes for inventory management
- 20+ templates for all inventory features
- Comprehensive permission system integration
- CSRF protection on all forms
- Full menu navigation integration

Testing:
- Unit tests for inventory models
- Route tests for inventory endpoints
- Integration tests for quote/invoice stock integration

Documentation:
- Implementation plan document
- Missing features analysis
- Implementation status tracking
2025-11-23 18:39:22 +01:00
Dries Peeters acd30bc015 feat: implement comprehensive quote management system with PDF editor
Major Features:
- Complete quote management system with CRUD operations
- Quote items management with dynamic add/remove functionality
- Discount system (percentage and fixed amount)
- Payment terms integration with invoice creation
- Approval workflow with status tracking
- Quote attachments with client visibility control
- Quote templates for reusable configurations
- Quote versioning for revision history
- Email notifications for quote lifecycle events
- Scheduled tasks for expiring quote reminders
- Client portal integration for quote viewing/acceptance
- Bulk actions for quote management
- Analytics dashboard for quote metrics

UI/UX Improvements:
- Consistent table layout matching projects/clients pages
- Professional quote view page with improved action buttons
- Enhanced create/edit forms with organized sections
- Dynamic line items management in quote forms
- PDF template editor accessible via admin menu
- PDF submenu under Admin with Invoice and Quote options
- Fixed admin menu collapse when opening nested dropdowns

PDF Template System:
- Quote PDF layout editor with visual design tools
- Separate preview route for quote PDF templates
- Template reset functionality
- Support for multiple page sizes (A4, Letter, Legal, A3, A5, Tabloid)

Bug Fixes:
- Fixed 405 Method Not Allowed error on quote PDF save
- Fixed UnboundLocalError with translation function shadowing
- Fixed quote preview template context (quote vs invoice)
- Updated template references from invoice to quote variables

Database:
- Added 9 Alembic migrations for quote system schema
- Support for quotes, quote_items, quote_attachments, quote_templates, quote_versions
- Integration with existing comments system

Technical:
- Added Quote, QuoteItem, QuoteAttachment, QuoteTemplate, QuoteVersion models
- Extended comment routes to support quotes
- Integrated payment terms from quotes to invoices
- Email notification system for quote events
- Scheduled task for expiring quote checks
2025-11-23 16:08:31 +01:00
Dries Peeters a18de04a6a feat: Add webhook system for real-time event notifications
Implement comprehensive webhook system supporting 40+ event types with automatic retries, HMAC signatures, delivery tracking, REST API, and admin UI. Integrates with Activity logging for automatic event triggering.

- Database: Add webhooks and webhook_deliveries tables (migration 046)

- API: Full CRUD endpoints with read:webhooks/write:webhooks scopes

- UI: Admin interface for webhook management and testing

- Service: Automatic retry with exponential backoff every 5 minutes

- Security: HMAC-SHA256 signature verification

- Tests: Model and service tests included

- Docs: Complete integration guide with examples
2025-11-14 13:52:56 +01:00
Dries Peeters b4939f4755 feat: Add recurring invoices and email integration with template management
Implement comprehensive recurring invoice system and email functionality with admin interface for managing email templates.

Features: Recurring invoices with scheduling, invoice email integration with PDF attachments, email template management admin interface

Fixes: CSRF tokens, CSS leakage, toast notifications, response body handling, error logging
2025-11-13 09:24:17 +01:00
Dries Peeters 350d7105a2 feat: Add comprehensive audit trail/history tracking system
Implement a complete audit logging system to track all changes made to
tracked entities, providing full compliance and accountability capabilities.

Features:
- Automatic tracking of create, update, and delete operations on 25+ models
- Detailed field-level change tracking with old/new value comparison
- User attribution with IP address, user agent, and request path logging
- Web UI for viewing and filtering audit logs with pagination
- REST API endpoints for programmatic access
- Entity-specific history views
- Comprehensive test coverage (unit, model, route, and smoke tests)

Core Components:
- AuditLog model with JSON-encoded value storage and decoding helpers
- SQLAlchemy event listeners for automatic change detection
- Audit utility module with defensive programming for table existence checks
- Blueprint routes for audit log viewing and API access
- Jinja2 templates for audit log list, detail, and entity history views
- Database migration (044) creating audit_logs table with proper indexes

Technical Implementation:
- Uses SQLAlchemy 'after_flush' event listener to capture changes
- Tracks 25+ models including Projects, Tasks, TimeEntries, Invoices, Clients, Users, etc.
- Excludes sensitive fields (passwords) and system fields (id, timestamps)
- Implements lazy import pattern to avoid circular dependencies
- Graceful error handling to prevent audit logging from breaking core functionality
- Transaction-safe logging that integrates with main application transactions

Fixes:
- Resolved login errors caused by premature transaction commits
- Fixed circular import issues with lazy model loading
- Added table existence checks to prevent errors before migrations
- Improved error handling with debug-level logging for non-critical failures

UI/UX:
- Added "Audit Logs" link to admin dropdown menu
- Organized admin menu into logical sections for better usability
- Filterable audit log views by entity type, user, action, and date range
- Color-coded action badges and side-by-side old/new value display
- Pagination support for large audit log datasets

Documentation:
- Added comprehensive feature documentation
- Included troubleshooting guide and data examples
- Created diagnostic scripts for verifying audit log setup

Testing:
- Unit tests for AuditLog model and value encoding/decoding
- Route tests for all audit log endpoints
- Integration tests for audit logging functionality
- Smoke tests for end-to-end audit trail verification

This implementation provides a robust foundation for compliance tracking
and change accountability without impacting application performance or
requiring code changes in existing routes/models.
2025-11-13 08:08:48 +01:00
Dries Peeters d3f6a792dd Add prepaid-form parsing, tame console noise, and fix invoice UI
parse prepaid hour/reset fields on client edit/create; guard invalid values with new route tests
suppress benign ResizeObserver warnings globally and load handler on standalone pages
raise invoice actions dropdown as a floating menu so it isn’t clipped or scroll-locking
2025-11-12 08:15:04 +01:00
Dries Peeters a94e928509 feat: Add support for multiple PDF template page sizes
Add the ability to create and manage PDF invoice templates for different
page sizes (A4, Letter, Legal, A3, A5, Tabloid) with independent templates
for each size.

Features:
- Database migration to create invoice_pdf_templates table with page_size
  column and default templates for all supported sizes
- New InvoicePDFTemplate model with helper methods for template management
- Page size selector dropdown in canvas editor with dynamic canvas resizing
- Size selection in invoice export view
- Each page size maintains its own template (HTML, CSS, design JSON)
- Preview functionality converted to full-screen modal popup

PDF Generation:
- Updated InvoicePDFGenerator to accept page_size parameter
- Dynamic @page rule updates in CSS based on selected size
- Removed conflicting @page rules from HTML inline styles when separate
  CSS exists
- Template content preserved exactly as saved (no whitespace stripping)
- Fallback logic: size-specific template → legacy Settings template → default

UI/UX Improvements:
- Styled page size selector to match app theme with dark mode support
- Fixed canvas editor header styling and readability
- Canvas correctly resizes when switching between page sizes
- Unsaved changes confirmation uses app's standard modal
- All editor controls properly styled for dark/light mode
- Preview opens in modal instead of small side window

Bug Fixes:
- Fixed migration KeyError by correcting down_revision reference
- Fixed DatatypeMismatch error by using boolean TRUE instead of integer
- Fixed template content mismatch (logo positions) by preserving HTML
- Fixed page size not being applied by ensuring @page rules are updated
- Fixed f-string syntax error in _generate_css by using .format() instead
- Fixed debug_print scope issue in _render_from_custom_template

Debugging:
- Added comprehensive debug logging to PDF generation flow
- Debug output visible in Docker console for troubleshooting
- Logs template retrieval, @page size updates, and final CSS content

Files Changed:
- migrations/versions/041_add_invoice_pdf_templates_table.py (new)
- app/models/invoice_pdf_template.py (new)
- app/models/__init__.py (register new model)
- app/routes/admin.py (template management by size)
- app/routes/invoices.py (page size parameter, debug logging)
- app/utils/pdf_generator.py (page size support, debug logging)
- templates/admin/pdf_layout.html (size selector, canvas resizing, modal)
- app/templates/invoices/view.html (size selector for export)
2025-11-03 11:48:41 +01:00
Dries Peeters 12d3b9fb1b feat: Add comprehensive Import/Export system and standardize UI headers
## New Features

### Import/Export System
- Add DataImport and DataExport models for tracking operations
- Implement CSV import for bulk time entry data
- Add support for importing from Toggl and Harvest (placeholder)
- Implement GDPR-compliant full data export (JSON format)
- Add filtered export functionality with date/project filters
- Create backup/restore functionality for database migrations
- Build migration wizard UI for seamless data transitions
- Add comprehensive test coverage (unit and integration tests)
- Create user documentation (IMPORT_EXPORT_GUIDE.md)

### Database Changes
- Add migration 040: Create data_imports and data_exports tables
- Track import/export operations with status, logs, and file paths
- Support automatic file expiration for temporary downloads

## UI/UX Improvements

### Navigation Menu Restructure
- Rename "Work" to "Time Tracking" for clarity
- Rename "Finance" to "Finance & Expenses"
- Add "Tools & Data" submenu with Import/Export and Saved Filters
- Reorganize Time Tracking submenu: prioritize Log Time, add icons to all items
- Expand Finance submenu: add Mileage, Per Diem, and Budget Alerts
- Add icons to all Admin submenu items for better visual scanning
- Fix Weekly Goals not keeping Time Tracking menu open

### Standardized Page Headers
Apply consistent page_header macro across 26+ pages:
- **Time Tracking**: Tasks, Projects, Clients, Kanban, Weekly Goals, Templates, Manual Entry
- **Finance**: Invoices, Payments, Expenses, Mileage, Per Diem, Budget Alerts, Reports
- **Admin**: Dashboard, Users, Roles, Permissions, Settings, API Tokens, Backups, System Info, OIDC
- **Tools**: Import/Export, Saved Filters, Calendar
- **Analytics**: Dashboard

Each page now includes:
- Descriptive icon (Font Awesome)
- Clear title and subtitle
- Breadcrumb navigation
- Consistent action button placement
- Responsive design with dark mode support

## Bug Fixes

### Routing Errors
- Fix endpoint name: `per_diem.list_per_diems` → `per_diem.list_per_diem`
- Fix endpoint name: `reports.index` → `reports.reports`
- Fix endpoint name: `timer.timer` → `timer.manual_entry`
- Add missing route registration for import_export blueprint

### User Experience
- Remove duplicate "Test Configuration" button from OIDC debug page
- Clean up user dropdown menu (remove redundant Import/Export link)
- Improve menu item naming ("Profile" → "My Profile", "Settings" → "My Settings")

## Technical Details

### New Files
- `app/models/import_export.py` - Import/Export models
- `app/utils/data_import.py` - Import business logic
- `app/utils/data_export.py` - Export business logic
- `app/routes/import_export.py` - API endpoints
- `app/templates/import_export/index.html` - User interface
- `tests/test_import_export.py` - Integration tests
- `tests/models/test_import_export_models.py` - Model tests
- `docs/IMPORT_EXPORT_GUIDE.md` - User documentation
- `docs/import_export/README.md` - Quick reference
- `migrations/versions/040_add_import_export_tables.py` - Database migration

### Modified Files
- `app/__init__.py` - Register import_export blueprint
- `app/models/__init__.py` - Export new models
- `app/templates/base.html` - Restructure navigation menu
- 26+ template files - Standardize headers with page_header macro

## Breaking Changes
None. All changes are backward compatible.

## Testing
- All existing tests pass
- New test coverage for import/export functionality
- Manual testing of navigation menu changes
- Verified consistent UI across all updated pages
2025-10-31 09:56:49 +01:00
Dries Peeters 755faa22c3 feat: Add Budget Alerts & Forecasting system with modern UI
Implement comprehensive budget monitoring and forecasting feature with:

Database & Models:
- Add BudgetAlert model for tracking project budget alerts
- Create migration 039_add_budget_alerts_table with proper indexes
- Support alert types: 80_percent, 100_percent, over_budget
- Add acknowledgment tracking with user and timestamp

Budget Forecasting Utilities:
- Implement burn rate calculation (daily/weekly/monthly)
- Add completion date estimation based on burn rate
- Create resource allocation analysis per team member
- Build cost trend analysis with configurable granularity
- Add automatic budget alert detection with deduplication

Routes & API:
- Create budget_alerts blueprint with dashboard and detail views
- Add API endpoints for burn rate, completion estimates, and trends
- Implement resource allocation and cost trend API endpoints
- Add alert acknowledgment and manual budget check endpoints
- Fix log_event() calls to use keyword arguments

UI Templates:
- Design modern budget dashboard with Tailwind CSS
- Create detailed project budget analysis page with charts
- Add gradient stat cards with color-coded status indicators
- Implement responsive layouts with full dark mode support
- Add smooth animations and toast notifications
- Integrate Chart.js for cost trend visualization

Project Integration:
- Add Budget Alerts link to Finance navigation menu
- Enhance project view page with budget overview card
- Show budget progress bars with status indicators
- Add Budget Analysis button to project header and dashboard
- Display real-time budget status with color-coded badges

Visual Enhancements:
- Use gradient backgrounds for stat cards (blue/green/yellow/red)
- Add status badges with icons (healthy/warning/critical/over)
- Implement smooth progress bars with embedded percentages
- Support responsive grid layouts for all screen sizes
- Ensure proper type conversion (Decimal to float) in templates

Scheduled Tasks:
- Register budget alert checking job (runs every 6 hours)
- Integrate with existing APScheduler tasks
- Add logging for alert creation and monitoring

This feature provides project managers with real-time budget insights,
predictive analytics, and proactive alerts to prevent budget overruns.
2025-10-31 08:52:12 +01:00
Dries Peeters b353184a4f feat: implement advanced expense management with templates and navigation
Implement complete Advanced Expense Management feature set with UI templates,
database schema fixes, and reorganized navigation structure.

Features:
- Expense Categories: Full CRUD with budget tracking and visualization
- Mileage Tracking: Vehicle mileage entries with approval workflow
- Per Diem Management: Daily allowance claims with location-based rates
- Receipt OCR: Infrastructure for receipt scanning (utilities ready)

Database:
- Migration 037: Create expense_categories, mileage, per_diem_rates, per_diems tables
- Migration 038: Fix schema column name mismatches (trip_purpose→purpose, etc.)
- Add missing columns (description, odometer, rates, reimbursement tracking)
- Fix circular foreign key dependencies

Templates (11 new files):
- expense_categories/: list, form, view
- mileage/: list, form, view
- per_diem/: list, form, view, rates_list, rate_form

Navigation:
- Move Mileage and Per Diem to Expenses sub-pages (header buttons)
- Move Expense Categories to Admin menu only
- Remove expense management items from Finance menu

Fixes:
- Fix NoneType comparison error in expense categories utilization
- Handle None values safely in budget progress bars
- Resolve database column name mismatches

UI/UX:
- Responsive design with Tailwind CSS and dark mode support
- Real-time calculations for mileage amounts
- Color-coded budget utilization progress bars
- Status badges for approval workflow states
- Advanced filtering on all list views

Default data:
- 7 expense categories (Travel, Meals, Accommodation, etc.)
- 4 per diem rates (US, GB, DE, FR)
2025-10-31 06:21:35 +01:00
Dries Peeters 154f9b37a6 feat: integrate calendar feature with tasks and time entries display
Refactored the existing calendar API endpoint to properly display calendar
events, tasks, and time entries with distinct visual representations.

Changes:
- Updated /api/calendar/events endpoint in api.py to use new
  CalendarEvent.get_events_in_range() method that fetches all three item types
- Fixed user_id bug where it was defaulting to None instead of current_user.id
- Modified API response format to include all items in unified 'events' array
  with item_type field ('event', 'task', 'time_entry') for differentiation
- Updated calendar.js to parse unified response format and filter items by type
- Added visual distinctions:
  * Tasks: 📋 emoji, orange (#f59e0b) color, clickable
  * Time entries: ⏱ emoji, project-based colors, non-clickable
  * Calendar events: 📅 emoji, custom colors, clickable
- Fixed task detail route from /tasks/view/{id} to /tasks/{id}
- Updated all calendar view renderers (month, week, day) to use correct
  data structure with extendedProps
- Added cache-busting to calendar.js (v7) and calendar.css (v2)
- Preserved backward compatibility with existing calendar filtering
  (project_id, task_id, tags)

The calendar now correctly displays all time tracking data in a unified view
with proper visual hierarchy and interaction patterns.

Fixes: Calendar not showing tasks and time entries
Related: Calendar/Agenda Support feature implementation
2025-10-27 11:40:38 +01:00
Dries Peeters a1aaee6afd feat: Redesign and enhance backup restore functionality with dual restore methods
Major improvements to the backup restore system with a complete UI overhaul
and enhanced functionality:

UI/UX Improvements:
- Complete redesign of restore page with modern Tailwind CSS
- Added prominent warning banners and danger badges to prevent accidental data loss
- Implemented drag-and-drop file upload with visual feedback
- Added real-time progress tracking with auto-refresh every 2 seconds
- Added comprehensive safety information sidebar with checklists
- Full dark mode support throughout restore interface
- Enhanced confirmation flows with checkbox and modal confirmations

Functionality Enhancements:
- Added dual restore methods: upload new backup or restore from existing server backups
- Enhanced restore route to accept optional filename parameter for existing backups
- Added "Restore" button to each backup in the backups management page
- Implemented restore confirmation modal with critical warnings
- Added loading states and button disabling during restore operations
- Improved error handling and user feedback

Backend Changes:
- Enhanced admin.restore() to support both file upload and existing backup restore
- Added dual route support: /admin/restore and /admin/restore/<filename>
- Added shutil import for file copy operations during restore
- Improved security with secure_filename validation and file type checking
- Maintained existing rate limiting (3 requests per minute)

Frontend Improvements:
- Added interactive JavaScript for file selection, drag-and-drop, and modal management
- Implemented auto-refresh during restore process to show live progress
- Added escape key support for closing modals
- Enhanced user feedback with file name display and button states

Safety Features:
- Pre-restore checklist with 5 verification steps
- Multiple warning levels throughout the flow
- Confirmation checkbox required before upload restore
- Modal confirmation required before existing backup restore
- Clear documentation of what gets restored and post-restore steps

Dependencies:
- Updated flask-swagger-ui from 4.11.1 to 5.21.0

Files modified:
- app/templates/admin/restore.html (complete rewrite)
- app/templates/admin/backups.html (added restore functionality)
- app/routes/admin.py (enhanced restore route)
- requirements.txt (updated flask-swagger-ui version)
- RESTORE_BACKUP_IMPROVEMENTS.md (documentation)

This provides a significantly improved user experience for the restore process
while maintaining security and adding powerful new restore capabilities.
2025-10-27 09:34:51 +01:00
Dries Peeters 944b69a7fc feat: implement full permission enforcement and enhanced UI visibility
BREAKING CHANGE: Permission system now actively enforced across all routes

## Summary
Complete implementation of advanced role-based access control (RBAC) system
with full route protection, UI conditionals, and enhanced management interface.

## Route Protection
- Updated all admin routes to use @admin_or_permission_required decorator
- Replaced inline admin checks with granular permission checks in:
  * Admin routes: user management, settings, backups, telemetry, OIDC
  * Project routes: create, edit, delete, archive, bulk operations
  * Client routes: create, edit, delete, archive, bulk operations
- Maintained backward compatibility with existing @admin_required decorator

## UI Permission Integration
- Added template helpers (has_permission, has_any_permission) to all templates
- Navigation conditionally shows admin/OIDC links based on permissions
- Action buttons (Edit, Delete, Archive) conditional on user permissions
- Project and client pages respect permission requirements
- Create buttons visible only with appropriate permissions

## Enhanced Roles & Permissions UI
- Added statistics dashboard showing:
  * Total roles, system roles, custom roles, assigned users
- Implemented expandable permission details in roles list
  * Click to view all permissions grouped by category
  * Visual checkmarks for assigned permissions
- Enhanced user list with role visibility:
  * Shows all assigned roles as color-coded badges
  * Blue badges for system roles, gray for custom roles
  * Yellow badges for legacy roles with migration prompt
  * Merged legacy role column into unified "Roles & Permissions"
- User count per role now clickable and accurate

## Security Improvements
- Added CSRF tokens to all new permission system forms:
  * Role creation/edit form
  * Role deletion form
  * User role assignment form
- All POST requests now protected against CSRF attacks

## Technical Details
- Fixed SQLAlchemy relationship query issues (AppenderQuery)
- Proper use of .count() for relationship aggregation
- Jinja2 namespace for accumulating counts in templates
- Responsive grid layouts for statistics and permission cards

## Documentation
- Created comprehensive implementation guides
- Added permission enforcement documentation
- Documented UI enhancements and features
- Included CSRF protection review

## Impact
- Permissions are now actively enforced, not just defined
- Admins can easily see who has what access
- Clear visual indicators of permission assignments
- Secure forms with CSRF protection
- Production-ready permission system
2025-10-24 12:49:54 +02:00
Dries Peeters a02fec04c8 feat: Add comprehensive expense tracking system
Implement a complete expense tracking feature that allows users to record,
manage, approve, and track business expenses with full integration into
existing project management and invoicing systems.

Features:
- Create and manage expenses with detailed information (amount, category,
  vendor, receipts, tax tracking)
- Multi-currency support (EUR, USD, GBP, CHF)
- Approval workflow with admin oversight (pending → approved → rejected)
- Reimbursement tracking and status management
- Billable expense flagging for client invoicing
- Receipt file upload and attachment
- Project and client association with auto-client selection
- Tag-based organization and advanced filtering
- CSV export functionality
- Analytics dashboard with category breakdowns
- API endpoints for programmatic access

Database Changes:
- Add expenses table with comprehensive schema
- Create Alembic migration (029_add_expenses_table.py)
- Add composite indexes for query performance
- Implement proper foreign key constraints and cascading

Routes & Templates:
- Add expenses blueprint with 14 endpoints (CRUD, approval, export, API)
- Create 4 responsive templates (list, form, view, dashboard)
- Implement advanced filtering (status, category, project, client, date range)
- Add permission-based access control (user vs admin)
- Integrate receipt file upload handling

User Experience:
- Add "Expenses" to Insights navigation menu
- Auto-populate client when project is selected
- Provide visual feedback for auto-selections
- Display summary statistics and analytics
- Implement pagination and search functionality

Testing & Documentation:
- Add 40+ comprehensive tests covering models, methods, and workflows
- Create complete user documentation (docs/EXPENSE_TRACKING.md)
- Add API documentation and examples
- Include troubleshooting guide and best practices

Integration:
- Link expenses to projects for cost tracking
- Associate with clients for billing purposes
- Connect billable expenses to invoicing system
- Add PostHog event tracking for analytics
- Implement structured logging for audit trail

Security:
- Role-based access control (users see only their expenses)
- Admin-only approval and reimbursement actions
- CSRF protection and file upload validation
- Proper permission checks on all operations

This implementation follows existing codebase patterns and includes full
test coverage, documentation, and database migrations per project standards.
2025-10-24 10:42:51 +02:00
Dries Peeters d530ce48b0 feat: Add Weekly Time Goals feature for tracking weekly hour targets
Implemented a comprehensive Weekly Time Goals system that allows users to set
and track weekly hour targets with real-time progress monitoring.

Features:
- WeeklyTimeGoal model with status tracking (active, completed, failed, cancelled)
- Full CRUD interface for managing weekly goals
- Real-time progress calculation based on logged time entries
- Dashboard widget showing current week's goal progress
- Daily breakdown view with detailed statistics
- Automatic status updates based on goal completion and week end
- API endpoints for goal data and progress tracking

Technical changes:
- Added app/models/weekly_time_goal.py with local timezone support
- Created migration 027_add_weekly_time_goals.py for database schema
- Added app/routes/weekly_goals.py blueprint with all CRUD routes
- Created templates: index.html, create.html, edit.html, view.html
- Integrated weekly goal widget into main dashboard
- Added "Weekly Goals" navigation item to sidebar
- Implemented comprehensive test suite in tests/test_weekly_goals.py
- Added feature documentation in docs/WEEKLY_TIME_GOALS.md

Bug fixes:
- Fixed timezone handling to use TZ environment variable instead of Config.TIMEZONE
- Corrected log_event() calls to use proper signature (event name as first positional argument)
- Manually created database table via SQL when Alembic migration didn't execute

Database schema:
- weekly_time_goals table with user_id, target_hours, week_start_date, week_end_date, status, notes
- Indexes on user_id, week_start_date, status, and composite (user_id, week_start_date)
- Foreign key constraint to users table with CASCADE delete

The feature supports flexible week start days per user, calculates remaining hours,
provides daily average targets, and automatically updates goal status based on progress.
2025-10-24 10:15:03 +02:00
Dries Peeters 935f30e4d6 feat: Add Client Notes feature for internal client tracking
Implement comprehensive client notes system allowing users to add
internal notes about clients that are never visible to clients
themselves. Notes support importance flagging, full CRUD operations,
and proper access controls.

Key Changes:
- Add ClientNote model with user/client relationships
- Create Alembic migration (025) for client_notes table
- Implement full REST API with 9 endpoints
- Add client_notes blueprint with CRUD routes
- Create UI templates (edit page + notes section on client view)
- Add importance toggle with AJAX functionality
- Implement permission system (users edit own, admins edit all)

Features:
- Internal-only notes with rich text support
- Mark notes as important for quick identification
- Author tracking with timestamps
- Cascade delete when client is removed
- Mobile-responsive design
- i18n support for all user-facing text

Testing:
- 24 comprehensive model tests
- 23 route/integration tests
- Full coverage of CRUD operations and permissions

Documentation:
- Complete feature guide in docs/CLIENT_NOTES_FEATURE.md
- API documentation with examples
- Troubleshooting section
- Updated main docs index

Database:
- Migration revision 025 (depends on 024)
- Fixed PostgreSQL boolean default value issue
- 4 indexes for query performance
- CASCADE delete constraint on client_id

This feature addresses the need for teams to track important
information about clients internally without exposing sensitive
notes to client-facing interfaces or documents.
2025-10-24 08:37:51 +02:00
Dries Peeters 18d9808d5e feat: add user favorite projects functionality with CSV export enhancements
Features:
Add favorite projects feature allowing users to star/bookmark frequently used projects
New UserFavoriteProject association model with user-project relationships
Star icons in project list for one-click favorite toggling via AJAX
Filter to display only favorite projects
Per-user favorites with proper isolation and cascade delete behavior
Activity logging for favorite/unfavorite actions
Database:
Add user_favorite_projects table with migration (023_add_user_favorite_projects.py)
Foreign keys to users and projects with CASCADE delete
Unique constraint preventing duplicate favorites
Indexes on user_id and project_id for query optimization
Models:
User model: Add favorite_projects relationship with helper methods
add_favorite_project() - add project to favorites
remove_favorite_project() - remove from favorites
is_project_favorite() - check favorite status
get_favorite_projects() - retrieve favorites with status filter
Project model: Add is_favorited_by() method and include favorite status in to_dict()
Export UserFavoriteProject model in app/models/__init__.py
Routes:
Add /projects/<id>/favorite POST endpoint to favorite a project
Add /projects/<id>/unfavorite POST endpoint to unfavorite a project
Update /projects GET route to support favorites=true query parameter
Fix status filtering to work correctly with favorites JOIN query
Add /reports/export/form GET endpoint for enhanced CSV export form
Templates:
Update projects/list.html:
Add favorites filter dropdown to filter form (5-column grid)
Add star icon column with Font Awesome icons (filled/unfilled)
Add JavaScript toggleFavorite() function for AJAX favorite toggling
Improve hover states and transitions for better UX
Pass favorite_project_ids and favorites_only to template
Update reports/index.html:
Update CSV export link to point to new export form
Add icon and improve hover styling
Reports:
Enhance CSV export functionality with dedicated form page
Add filter options for users, projects, clients, and date ranges
Set default date range to last 30 days
Import Client model and or_ operator for advanced filtering
Testing:
Comprehensive test suite in tests/test_favorite_projects.py (550+ lines)
Model tests for UserFavoriteProject creation and validation
User/Project method tests for favorite operations
Route tests for favorite/unfavorite endpoints
Filtering tests for favorites-only view
Relationship tests for cascade delete behavior
Smoke tests for complete workflows
Coverage for edge cases and error handling
Documentation:
Add comprehensive feature documentation in docs/FAVORITE_PROJECTS_FEATURE.md
User guide with step-by-step instructions
Technical implementation details
API documentation for new endpoints
Migration guide and troubleshooting
Performance and security considerations
Template Cleanup:
Remove duplicate templates from root templates/ directory
Admin templates (dashboard, users, settings, OIDC debug, etc.)
Client CRUD templates
Error page templates
Invoice templates
Project templates
Report templates
Timer templates
All templates now properly located in app/templates/
Breaking Changes:
None - fully backward compatible
Migration Required:
Run alembic upgrade head to create user_favorite_projects table
2025-10-23 21:15:16 +02:00
Dries Peeters b1973ca49a feat: Add Quick Wins feature set - activity tracking, templates, and user preferences
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.
2025-10-23 09:05:07 +02:00
Dries Peeters 34946e1b80 feat: Make user profile pictures persistent across Docker updates
Store user avatars in persistent /data volume instead of application
directory to ensure profile pictures survive container rebuilds and
version updates.

Changes:
- Update avatar upload folder from app/static/uploads/avatars to
  /data/uploads/avatars using existing app_data volume mount
- Modify get_avatar_upload_folder() in auth routes to use persistent
  location with UPLOAD_FOLDER config
- Update User.get_avatar_path() to reference new storage location
- Add migration script to safely move existing avatars to new location
- Preserve backward compatibility - no database changes required

Benefits:
- Profile pictures now persist between Docker image updates
- Consistent with company logo storage pattern (/data/uploads)
- Better user experience - avatars not lost during upgrades
- Production-ready data/code separation
- All persistent uploads consolidated in app_data volume

Migration:
For existing installations with user avatars, run:
  docker-compose run --rm app python /app/docker/migrate-avatar-storage.py

New installations work automatically with no action required.

Documentation:
- docs/AVATAR_STORAGE_MIGRATION.md - Full migration guide
- docs/AVATAR_PERSISTENCE_SUMMARY.md - Quick reference
- docs/TEST_AVATAR_PERSISTENCE.md - Testing guide
- AVATAR_PERSISTENCE_CHANGELOG.md - Detailed changelog

Files modified:
- app/routes/auth.py
- app/models/user.py

Files added:
- docker/migrate-avatar-storage.py
- docs/AVATAR_STORAGE_MIGRATION.md
- docs/AVATAR_PERSISTENCE_SUMMARY.md
- docs/TEST_AVATAR_PERSISTENCE.md
- AVATAR_PERSISTENCE_CHANGELOG.md

Tested: ✓ No linter errors, backward compatible, volume mount verified
2025-10-22 11:12:11 +02:00
Dries Peeters 20824dbcb1 feat: Add customizable Kanban board columns and enhance CSRF configuration
This commit introduces a comprehensive Kanban board customization system and
improves CSRF token configuration for Docker deployments.

## Major Features

### 1. Customizable Kanban Board Columns
Add complete kanban column customization system allowing users to define
custom workflow states beyond the default columns.

**New Components:**
- Add KanbanColumn model with full CRUD operations (app/models/kanban_column.py)
- Add kanban routes blueprint with admin endpoints (app/routes/kanban.py)
- Add kanban column management templates (app/templates/kanban/)
- Add migration 019 for kanban_columns table (migrations/)

**Features:**
- Create unlimited custom columns with unique keys, labels, icons, and colors
- Drag-and-drop column reordering with position persistence
- Toggle column visibility without deletion
- Protected system columns (todo, in_progress, done) prevent accidental deletion
- Complete state marking for columns that should mark tasks as done
- Real-time updates via SocketIO broadcasts when columns change
- Font Awesome icon support (5000+ icons)
- Bootstrap color scheme integration
- Comprehensive validation and error handling

**Integration:**
- Update Task model to work with dynamic column statuses (app/models/task.py)
- Update task routes to use kanban column API (app/routes/tasks.py)
- Update project routes to fetch active columns (app/routes/projects.py)
- Add kanban column management links to base template (app/templates/base.html)
- Update kanban board templates to render dynamic columns (app/templates/tasks/)
- Add cache prevention headers to force fresh column data

**API Endpoints:**
- GET /api/kanban/columns - Fetch all active columns
- POST /api/kanban/columns/reorder - Reorder columns
- GET /kanban/columns - Column management interface (admin only)
- POST /kanban/columns/create - Create new column (admin only)
- POST /kanban/columns/<id>/edit - Edit column (admin only)
- POST /kanban/columns/<id>/delete - Delete column (admin only)
- POST /kanban/columns/<id>/toggle - Toggle column visibility (admin only)

### 2. Enhanced CSRF Configuration
Improve CSRF token configuration and documentation for Docker deployments.

**Configuration Updates:**
- Add WTF_CSRF_ENABLED environment variable to all docker-compose files
- Add WTF_CSRF_TIME_LIMIT environment variable with 1-hour default
- Update app/config.py to read CSRF settings from environment
- Add SECRET_KEY validation in app/__init__.py to prevent production deployment
  with default keys

**Docker Compose Updates:**
- docker-compose.yml: CSRF enabled by default for security testing
- docker-compose.remote.yml: CSRF always enabled in production
- docker-compose.remote-dev.yml: CSRF enabled with production-like settings
- docker-compose.local-test.yml: CSRF can be disabled for local testing
- Add helpful comments explaining each CSRF-related environment variable
- Update env.example with CSRF configuration examples

**Verification Scripts:**
- Add scripts/verify_csrf_config.sh for Unix systems
- Add scripts/verify_csrf_config.bat for Windows systems
- Scripts check SECRET_KEY, CSRF_ENABLED, and CSRF_TIME_LIMIT settings

### 3. Database Initialization Improvements
- Update app/__init__.py to run pending migrations on startup
- Add automatic kanban column initialization after migrations
- Improve error handling and logging during database setup

### 4. Configuration Management
- Update app/config.py with new CSRF and kanban-related settings
- Add environment variable parsing with sensible defaults
- Improve configuration validation and error messages

## Documentation

### New Documentation Files
- CUSTOM_KANBAN_README.md: Quick start guide for kanban customization
- KANBAN_CUSTOMIZATION.md: Detailed technical documentation
- IMPLEMENTATION_SUMMARY.md: Implementation details and architecture
- KANBAN_AUTO_REFRESH_COMPLETE.md: Real-time update system documentation
- KANBAN_REFRESH_FINAL_FIX.md: Cache and refresh troubleshooting
- KANBAN_REFRESH_SOLUTION.md: Technical solution for data freshness
- docs/CSRF_CONFIGURATION.md: Comprehensive CSRF setup guide
- CSRF_DOCKER_CONFIGURATION_SUMMARY.md: Docker-specific CSRF setup
- CSRF_TROUBLESHOOTING.md: Common CSRF issues and solutions
- APPLY_KANBAN_MIGRATION.md: Migration application guide
- APPLY_FIXES_NOW.md: Quick fix reference
- DEBUG_KANBAN_COLUMNS.md: Debugging guide
- DIAGNOSIS_STEPS.md: System diagnosis procedures
- BROWSER_CACHE_FIX.md: Browser cache troubleshooting
- FORCE_NO_CACHE_FIX.md: Cache prevention solutions
- SESSION_CLOSE_ERROR_FIX.md: Session handling fixes
- QUICK_FIX.md: Quick reference for common fixes

### Updated Documentation
- README.md: Add kanban customization feature description
- Update project documentation with new features

## Testing

### New Test Files
- test_kanban_refresh.py: Test kanban column refresh functionality

## Technical Details

**Database Changes:**
- New table: kanban_columns with 11 columns
- Indexes on: key, position
- Default data: 4 system columns (todo, in_progress, review, done)
- Support for both SQLite (development) and PostgreSQL (production)

**Real-Time Updates:**
- SocketIO events: 'kanban_columns_updated' with action type
- Automatic page refresh when columns are created/updated/deleted/reordered
- Prevents stale data by expiring SQLAlchemy caches after changes

**Security:**
- Admin-only access to column management
- CSRF protection on all column mutation endpoints
- API endpoints exempt from CSRF (use JSON and other auth mechanisms)
- System column protection prevents data integrity issues
- Validation prevents deletion of columns with active tasks

**Performance:**
- Efficient querying with position-based ordering
- Cached column data with cache invalidation on changes
- No-cache headers on API responses to prevent stale data
- Optimized database indexes for fast lookups

## Breaking Changes

None. This is a fully backward-compatible addition.

Existing workflows continue to work with the default columns.
Custom columns are opt-in via the admin interface.

## Migration Notes

1. Run migration 019 to create kanban_columns table
2. Default columns are initialized automatically on first run
3. No data migration needed for existing tasks
4. Existing task statuses map to new column keys

## Environment Variables

New environment variables (all optional with defaults):
- WTF_CSRF_ENABLED: Enable/disable CSRF protection (default: true)
- WTF_CSRF_TIME_LIMIT: CSRF token expiration in seconds (default: 3600)
- SECRET_KEY: Required in production, must be cryptographically secure

See env.example for complete configuration reference.

## Deployment Notes
2025-10-11 19:56:45 +02:00
Dries Peeters 113a57d2eb testing updates 2025-10-10 11:37:23 +02:00
Dries Peeters 77aec94b86 feat: Add project costs tracking and remove license server integration
Major Features:
- Add project costs feature with full CRUD operations
- Implement toast notification system for better user feedback
- Enhance analytics dashboard with improved visualizations
- Add OIDC authentication improvements and debug tools

Improvements:
- Enhance reports with new filtering and export capabilities
- Update command palette with additional shortcuts
- Improve mobile responsiveness across all pages
- Refactor UI components for consistency

Removals:
- Remove license server integration and related dependencies
- Clean up unused license-related templates and utilities

Technical Changes:
- Add new migration 018 for project_costs table
- Update models: Project, Settings, User with new relationships
- Refactor routes: admin, analytics, auth, invoices, projects, reports
- Update static assets: CSS improvements, new JS modules
- Enhance templates: analytics, admin, projects, reports

Documentation:
- Add comprehensive documentation for project costs feature
- Document toast notification system with visual guides
- Update README with new feature descriptions
- Add migration instructions and quick start guides
- Document OIDC improvements and Kanban enhancements

Files Changed:
- Modified: 56 files (core app, models, routes, templates, static assets)
- Deleted: 6 files (license server integration)
- Added: 28 files (new features, documentation, migrations)
2025-10-09 11:50:26 +02:00
Dries Peeters 0749b0adf9 reset to previous commit. 2025-10-09 06:49:56 +02:00
Dries Peeters 3b564f83d7 feat: Remove license server and add multi-tenant SaaS infrastructure
BREAKING CHANGE: Removed legacy license server in favor of Stripe billing

Major changes:
- Remove license server system (563 lines removed from license_server.py)
- Add multi-tenant support with organizations and memberships
- Integrate Stripe billing and subscription management
- Enhance authentication with 2FA, password reset, and JWT tokens
- Add provisioning and onboarding flows for new customers
- Implement row-level security (RLS) for data isolation
- Add GDPR compliance features and data retention policies
- Enhance admin dashboard with billing reconciliation and customer management
- Add security scanning tools (Bandit, Gitleaks, GitHub Actions workflow)
- Implement rate limiting and enhanced password policies
- Update all routes to support organization context
- Enhance user model with billing and security fields
- Add promo code system for marketing campaigns
- Update Docker initialization for better database setup

Modified files:
- Core: app.py, app/__init__.py, app/config.py
- Models: Enhanced user model (+175 lines), updated all models for multi-tenancy
- Routes: Enhanced admin routes (+479 lines), updated all routes for org context
- Templates: Updated login, admin dashboard, and settings
- Docker: Enhanced database initialization scripts
- Dependencies: Added stripe, pyotp, pyjwt, and security packages

Deleted files:
- app/utils/license_server.py
- docs/LICENSE_SERVER_*.md (3 files)
- templates/admin/license_status.html
- test_license_server.py

New features:
- Organizations and membership management
- Stripe billing integration with webhook handling
- Enhanced authentication (2FA, password reset, refresh tokens)
- GDPR compliance and data export/deletion
- Onboarding checklist for new customers
- Promo code system
- Security enhancements (rate limiting, password policies)
- Admin tools for customer and billing management

Net change: 46 files changed, 1490 insertions(+), 1968 deletions(-)
2025-10-07 22:06:19 +02:00
Dries Peeters db82068dfd feat(reporting,invoices): scaffold reporting + invoicing extensions
- Add data models:
  - Reporting: SavedReportView, ReportEmailSchedule
  - Currency/FX: Currency, ExchangeRate
  - Tax: TaxRule (flexible rules with date ranges; client/project scoping)
  - Invoices: InvoiceTemplate, Payment, CreditNote, InvoiceReminderSchedule
- Extend Invoice:
  - Add currency_code and template_id
  - Add relationships: payments, credits, reminder_schedules
  - Compute outstanding by subtracting credits; helper to apply matching TaxRule
- Register new models in app/models/__init__.py
- DB: add Alembic migration 017 to create new tables and alter invoices

Notes:
- Requires database migration (alembic upgrade head).
- Follow-ups: FX fetching + scheduler, report builder UI/CRUD, utilization dashboard,
  email schedules/reminders, invoice themes in UI, partial payments and credit notes in routes/templates
2025-10-06 13:51:24 +02:00
Dries Peeters b6c0a79ffc 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
2025-10-06 13:34:56 +02:00
Dries Peeters e385abf016 feat: Add Enhanced Comments System for projects and tasks
- Add Comment model with threaded replies and user attribution
- Create Alembic migration (013_add_comments_table.py) for database schema
- Implement complete CRUD operations via comments routes
- Add responsive UI with inline editing and real-time interactions
- Include permission system (users edit own, admins manage all)
- Support soft delete for comments with replies to preserve structure
- Add comprehensive CSS styling with dark theme support
- Integrate comments sections into project and task detail views
- Fix modal z-index and context issues for delete confirmations
- Update README with detailed feature documentation

Technical details:
- Threaded comment structure with parent-child relationships
- API endpoints for comment operations and retrieval
- Mobile-responsive design with touch-friendly interactions
- Internationalization support via Flask-Babel
- Bootstrap 5 modal integration with proper event handling
2025-09-19 09:56:34 +02:00
Dries Peeters c297f1503b feat(tasks): add activity log, Markdown editor, and dark-mode polish
Backend
- Add TaskActivity model to record start/pause/review/complete/cancel/reopen
- Preserve started_at when reopening tasks; keep timestamps in app-local time
- Expose recent activities on task detail view

Migrations
- Add 004_add_task_activities_table (FKs + indexes)

Task detail (UI)
- Move Description into its own card and render as Markdown (markdown + bleach)
- Restyle Quick Actions to use dashboard btn-action styles
- Add custom confirmation modal + tooltips
- Recent Time Entries: use dashboard action buttons, add progressive “Show more/less” (10 per click)

Tasks list
- Fix dark mode for filter UI (inputs, selects, input-group-text, checkboxes)

Create/Edit task
- Integrate EasyMDE Markdown editor with toolbar
- Strong dark-theme overrides (toolbar, editor, preview, status bar, tokens)
- Prevent unintended side-by-side persistence
- Align “Current Task Info” dark-mode styles with task detail

CSS
- Add dark-mode tints for action buttons, tooltip light theme in dark mode
- Editor layout polish (padding, focus ring, gutters, selection)
- Quick actions layout: compact horizontal group

Deps
- Add: markdown, bleach

Run
- flask db upgrade  # applies 004_add_task_activities_table
2025-09-08 08:06:48 +02:00
Dries Peeters 8a378b7078 feat(clients,license,db): add client management, enhanced DB init, and tests
- Clients: add model, routes, and templates
  - app/models/client.py
  - app/routes/clients.py
  - templates/clients/{create,edit,list,view}.html
  - docs/CLIENT_MANAGEMENT_README.md
- Database: add enhanced init/verify scripts, migrations, and docs
  - docker/{init-database-enhanced.py,start-enhanced.py,verify-database.py}
  - docs/ENHANCED_DATABASE_STARTUP.md
  - migrations/{add_analytics_column.sql,add_analytics_setting.py,migrate_to_client_model.py}
- Scripts: add version manager and docker network test helpers
  - scripts/version-manager.{bat,ps1,py,sh}
  - scripts/test-docker-network.{bat,sh}
  - docs/VERSION_MANAGEMENT.md
- UI: tweak base stylesheet
  - app/static/base.css
- Tests: add client system test
  - test_client_system.py
2025-09-01 11:34:45 +02:00