- 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
- Normalize line endings from CRLF to LF across all files to match .editorconfig
- Standardize quote style from single quotes to double quotes
- Normalize whitespace and formatting throughout codebase
- Apply consistent code style across 372 files including:
* Application code (models, routes, services, utils)
* Test files
* Configuration files
* CI/CD workflows
This ensures consistency with the project's .editorconfig settings and
improves code maintainability.
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
Dries Peeters