- 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.
Implement native PEPPOL transport plumbing (identifier validation, SMP/SML discovery, and AS4 send path) and make ZUGFeRD/PDF export fail fast when embedding or PDF/A-3 normalization fails. Add settings, migrations, validators, tests, and docs so compliance issues are visible and verifiable.
Task lists: add Estimated column to All Tasks table and project tasks table; show estimated hours in task view Details. Also fix Pause/Complete button text disappearing after canceling confirm dialog.
Decorative images are only managed via Admin PDF layout templates. Remove the per-document upload section and related JS from invoice and quote edit pages so users do not add images there; template-based decorative images in pdf_layout/quote_pdf_layout remain unchanged.
- UBL: add unitCode C62 to InvoicedQuantity (required by EN 16931 / Peppol BR-CL-23)
- ZugFerd: attach XML as Associated File with relationship Alternative
- ZugFerd: inject ZUGFeRD XMP RDF for validators
- Docs: document AF/XMP, PDF/A-3 limitation, and validation (b2brouter, portinvoice)
- Tests: assert UBL contains InvoicedQuantity with unitCode in ZugFerd and Peppol tests
When saving the PDF template design, decorative image dimensions were exported from the inner Image's width/height only, which do not include scale. Resizing via the transformer applies scale to the Group, so the saved template always had the original image size.
Use the group's getClientRect() for position and size when building template_json and legacy HTML preview, with fallback to image dimensions × scaleX/scaleY. Applied to both Invoice and Quote PDF layout editors.
Implement the advertised 'Task tags and categorization' feature that was
listed in docs but missing from the task edit form.
- Add tags column to tasks table (String 500, comma-separated)
- Add tags field to task create and edit forms with validation
- Display tags as badges on task view page and list pages
- Add tags filter to main tasks list and My Tasks with AJAX support
- Include tags in task export (CSV) and data export
- Add tags to Task API (create, update, list with filter)
- Add tag_list property to Task model for convenient parsing
Also: fix(oidc) use domain instead of IP for HTTPS metadata fetch
to fix TLS SNI (Fixes#540)
- Add tooltips on sidebar and header support links (key option on hover)
- Add muted 'Get a one-time key' line under donate page hero
- Add muted key hint in about page support section
- Rephrase dashboard widget to 'You can hide this with a one-time key'
- Add new translatable strings to en messages.po
Admin menu:
- PDF Templates is now a top-level submenu under Admin (same level as System Settings) so it opens without opening System Settings first.
- Remove PDF routes from admin_settings_open so only PDF Templates expands on invoice/quote PDF pages.
- Set pdfDropdown parent to adminDropdown in nested dropdown click handler.
PDF layout (invoice & quote):
- Preserve table groups (Items, Expenses) on save by skipping Groups in cleanup and ensuring table names are set and restored from design_json.
- Add test for saving and reloading layout with tables.
Docs:
- Update PDF layout access path to Admin → PDF Templates → Invoice PDF (and Quote PDF) in PDF_LAYOUT_CUSTOMIZATION.md, PDF_EDITOR_ENHANCED_FEATURES.md, PDF_EDITOR_QUICK_START.md, INVOICE_EXTRA_GOODS_PDF_EXPORT.md.
Pass dicts instead of StockItem/Warehouse ORM objects to the purchase
order form template so Jinja's tojson filter can serialize them for
the embedded script. Fixes TypeError when creating or editing a PO.
- new_purchase_order and edit_purchase_order now convert query results
to minimal dicts (id, sku, name, unit for items; id, code, name for
warehouses) before render_template.
- Add docs/implementation-notes/INVENTORY_PO_FORM_JSON.md describing
the requirement and pattern for other forms embedding data in JS.
- 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.
When creating or editing a task, the description field relied entirely on the
Toast UI Editor from CDN. If that script failed to load (reverse proxy, CSP,
Firefox, or offline), users saw only an empty area and no way to enter a
description.
- Add fallback in create.html and edit.html: when window.toastui.Editor is
unavailable, show the existing textarea (remove 'hidden') and hide the
empty #description_editor div; set textarea min-height for usability.
- CHANGELOG: document fix under [Unreleased] -> Fixed.
- docs/TASK_MANAGEMENT_README: note fallback in Markdown Support section.
- Add Pause and Stop buttons when a timer is running; Pause saves the
segment so users can resume later without losing context.
- When no timer is active, show prominent 'Resume (project name)' to
restart with the same project/task/notes as the last entry.
- Add quick time adjustment (-15 / -5 / +5 / +15 min) for the active
timer via POST /timer/adjust (delta_minutes); limits ±4 hours.
- Update CHANGELOG, in-app Help, GETTING_STARTED, and FEATURES_COMPLETE
to document the new dashboard timer behavior.
Add trigger-demo-deploy job to cd-release workflow that POSTs to
Render deploy hook when TimeTrackerDemoRender org secret is set.
Runs after build-and-push; skips gracefully if secret is not
configured. Include demo deploy status in release summary.
Document in RENDER.md, CI_CD_DOCUMENTATION.md, and
GITHUB_ACTIONS_SETUP.md.
- Group form into sections: Project & task, Date & time, Details (with headings and icons)
- Upgrade main card to rounded-xl and shadow-lg; add section borders and spacing
- Unify form labels and helper text to app design tokens
- Style primary Log Time and secondary Clear buttons to match dashboard
- Apply rounded-xl to duplicate-entry info banner
- Document change in CHANGELOG under [Unreleased]
Reuse the existing notesEl variable when syncing Toast UI Editor notes
into the hidden textarea on form submit, fixing SyntaxError:
redeclaration of const notesEl in the start timer submit handler.
Resolves 'Multiple head revisions' error during pre-deploy (flask db upgrade)
on Render. Two branches existed: 118_add_role_hidden_module_ids and
128_add_invoices_zugferd_pdf. New revision 129_merge_118_128_heads merges
them so 'alembic upgrade head' runs successfully.
- Add render.yaml Blueprint: PostgreSQL + Python web service, auto-deploy on push
- Add demo mode (DEMO_MODE, DEMO_USERNAME, DEMO_PASSWORD): single fixed user only
- Login page shows demo credentials when demo mode is active
- Disable self-registration, admin user creation, and OIDC user creation in demo mode
- DB init creates demo user with password when DEMO_MODE is true
- Add docs/deploy/RENDER.md with deployment and demo mode instructions
- Group Chat, Timer, and Help in header as round icon buttons
- Vertically aligned, evenly spaced (gap-2), consistent w-10 h-10
- Header timer: one-click start/stop from any page via floating-timer-bar.js
- Fix timer manual entry URL (use /timer/manual, not /timer/manual_entry)
- Add Help button linking to help page
- Update FEATURES_COMPLETE (Header Quick Access, One-Click Timers)
- Update help page Time Tracking section with header timer tip
- Update CHANGELOG
Replace the single-page setup (telemetry + optional Google Calendar) with
a guided wizard that collects all base settings before completion.
Wizard steps:
1. Welcome - intro and Next
2. Region & time - timezone, date/time format, currency (Settings)
3. Company - name, address, email, optional phone/website (Settings)
4. System - allow self-registration, rounding minutes, single active
timer, idle timeout (Settings)
5. Integrations (optional) - Google Calendar OAuth; can skip
6. Privacy & finish - telemetry opt-in; Complete Setup submits form
Backend (app/routes/setup.py):
- GET: pass settings and timezones to template for prefilling
- POST: validate timezone, date_format, currency, rounding_minutes,
idle_timeout_minutes; persist all fields to Settings and
mark_setup_complete(telemetry_enabled)
- Default timezone/currency to UTC/EUR when missing (keeps tests passing)
Frontend:
- initial_setup.html: 6 wizard steps, progress bar (Step X of 6),
Back/Next and submit on last step
- setup-wizard.js: step navigation, progress update, optional
client-side validation for step 2 (timezone, currency required)
Docs updated: TELEMETRY_QUICK_START.md, GETTING_STARTED.md,
TELEMETRY_IMPLEMENTATION_SUMMARY.md.
Decorative images now survive save/load and no longer cause a black PDF preview:
- Sync imageUrl onto groups before generateCode() so template_json has
correct source (invoice and quote layout editors).
- Inject name/imageUrl into design_json with position-based matching so
reordering does not swap or drop URLs.
- Restore name and imageUrl from saved JSON onto canvas on load
(synchronous) so Konva custom attrs are not required.
- Omit decorative image elements with empty source from template_json;
placeholders stay visible in the editor but are not sent to ReportLab.
- ReportLab: explicitly skip decorative images with empty source; validate
base64 data URI payload and decode in try/except to avoid bad PDF output.
Documentation: PDF_LAYOUT_CUSTOMIZATION.md and PDF_EDITOR_ENHANCED_FEATURES.md
updated with decorative image description, state persistence details, and
troubleshooting. CHANGELOG.md updated under [Unreleased] Fixed.
- Add optional embedding of EN 16931 UBL XML in invoice PDFs (ZugFerd/Factur-X)
when 'Embed EN 16931 XML in invoice PDFs' is enabled in Admin > Peppol e-Invoicing.
Exported PDFs then contain ZUGFeRD-invoice.xml for hybrid human- and machine-readable
invoices; same UBL as Peppol, usable via Peppol or email.
- New setting invoices_zugferd_pdf (migration 128), pikepdf dependency, and
app.utils.zugferd helper (best-effort supplier/customer from Settings and client).
- Wire embed in export_invoice_pdf (and fallback path); admin checkbox and persistence.
- Docs: PEPPOL_EINVOICING.md retitled to 'Peppol and ZugFerd', new section for
ZugFerd embedding; README and CHANGELOG updated; migration 128 noted.
- Tests: test_zugferd.py (embed adds attachment with expected XML; invalid PDF
returns original bytes and error).
Dries Peeters