- Add run_seed() in app/utils/seed_dev_data.py: users, clients, projects,
tasks, time entries, expenses, comments, warehouses, stock items,
warehouse stock, stock movements, currencies, tax rules, invoices,
invoice items, and payments. Only runs when FLASK_ENV=development.
- Register 'flask seed' CLI command with options (users, clients,
projects-per-client, tasks-per-project, days-back).
- Add scripts/seed-dev-data.py and docker/seed-dev-data.sh for local
and Docker runs. Include seed scripts in image via Dockerfile chmod.
- Document in docs/development/SEED_DEV_DATA.md; update
DATABASE_RECOVERY.md, DOCKER_COMPOSE_SETUP.md, and development README.
- 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).
- REST API v1: add deals, leads, contacts, time-entry-approvals (CRUD + approve/reject/cancel/bulk-approve). New scopes and /info entries.
- Standardize API errors: use error_response, forbidden_response, not_found_response in api_v1 (projects + new CRM/approval routes).
- Consolidate templates: move root templates/ into app/templates/, remove ChoiceLoader and legacy root files.
- Version: README/FEATURES_COMPLETE/CHANGELOG/mobile docs reference setup.py as single source (4.19.0); add [4.19.0] changelog entry.
- Docs: SERVICE_LAYER_AND_BASE_CRUD.md, RBAC_PERMISSION_MODEL.md; base_crud_service docstring points to service-layer doc.
- Mark projects_refactored_example, timer_refactored, invoices_refactored as REFERENCE ONLY in docstrings.
- Add centralized module registry system (ModuleRegistry) for managing
module metadata, dependencies, and visibility across the application
- Create module helper utilities with decorators (@module_enabled) and
helper functions for route protection and template access
- Add database migration (092) to add missing module visibility flags
to settings and users tables for granular control
- Extend Settings and User models with additional module visibility
flags for CRM, Finance, Tools, and Advanced features
- Implement admin module management UI for system-wide module
enable/disable controls
- Add module checks to routes (calendar, contacts, deals, expenses,
invoices, leads, custom_reports) to enforce visibility rules
- Update scheduled report service and report templates to respect
module visibility settings
- Bump version to 4.8.0 in setup.py
- Add comprehensive documentation for module integration planning
and implementation analysis
Complete reorganization of project documentation to improve discoverability,
navigation, and maintainability. All documentation has been restructured into
a clear, role-based hierarchy.
## Major Changes
### New Directory Structure
- Created `docs/api/` for API documentation
- Created `docs/admin/` with subdirectories:
- `admin/configuration/` - Configuration guides
- `admin/deployment/` - Deployment guides
- `admin/security/` - Security documentation
- `admin/monitoring/` - Monitoring and analytics
- Created `docs/development/` for developer documentation
- Created `docs/guides/` for user-facing guides
- Created `docs/reports/` for analysis reports and summaries
- Created `docs/changelog/` for detailed changelog entries (ready for future use)
### File Organization
#### Moved from Root Directory (40+ files)
- Implementation notes → `docs/implementation-notes/`
- Test reports → `docs/testing/`
- Analysis reports → `docs/reports/`
- User guides → `docs/guides/`
#### Reorganized within docs/
- API documentation → `docs/api/`
- Administrator documentation → `docs/admin/` (with subdirectories)
- Developer documentation → `docs/development/`
- Security documentation → `docs/admin/security/`
- Telemetry documentation → `docs/admin/monitoring/`
### Documentation Updates
#### docs/README.md
- Complete rewrite with improved navigation
- Added visual documentation map
- Organized by role (Users, Administrators, Developers)
- Better categorization and quick links
- Updated all internal links to new structure
#### README.md (root)
- Updated all documentation links to reflect new structure
- Fixed 8 broken links
#### app/templates/main/help.html
- Enhanced "Where can I get additional help?" section
- Added links to new documentation structure
- Added documentation index link
- Added admin documentation link for administrators
- Improved footer with organized documentation links
- Added "Complete Documentation" section with role-based links
### New Index Files
- Created README.md files for all new directories:
- `docs/api/README.md`
- `docs/guides/README.md`
- `docs/reports/README.md`
- `docs/development/README.md`
- `docs/admin/README.md`
### Cleanup
- Removed empty `docs/security/` directory (moved to `admin/security/`)
- Removed empty `docs/telemetry/` directory (moved to `admin/monitoring/`)
- Root directory now only contains: README.md, CHANGELOG.md, LICENSE
## Results
**Before:**
- 45+ markdown files cluttering root directory
- Documentation scattered across root and docs/
- Difficult to find relevant documentation
- No clear organization structure
**After:**
- 3 files in root directory (README, CHANGELOG, LICENSE)
- Clear directory structure organized by purpose and audience
- Easy navigation with role-based organization
- All documentation properly categorized
- Improved discoverability
## Benefits
1. Better Organization - Documentation grouped by purpose and audience
2. Easier Navigation - Role-based sections (Users, Admins, Developers)
3. Improved Discoverability - Clear structure with README files in each directory
4. Cleaner Root - Only essential files at project root
5. Maintainability - Easier to add and organize new documentation
## Files Changed
- 40+ files moved from root to appropriate docs/ subdirectories
- 15+ files reorganized within docs/
- 3 major documentation files updated (docs/README.md, README.md, help.html)
- 5 new README index files created
- 2 empty directories removed
All internal links have been updated to reflect the new structure.
Dries Peeters