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.
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.
Implement comprehensive time rounding preferences that allow each user to
configure how their time entries are rounded when stopping timers.
Features:
- Per-user rounding settings (independent from global config)
- Multiple rounding intervals: 1, 5, 10, 15, 30, 60 minutes
- Three rounding methods: nearest, up (ceiling), down (floor)
- Enable/disable toggle for flexible time tracking
- Real-time preview showing rounding examples
- Backward compatible with existing global rounding settings
Database Changes:
- Add migration 027 with three new user columns:
* time_rounding_enabled (Boolean, default: true)
* time_rounding_minutes (Integer, default: 1)
* time_rounding_method (String, default: 'nearest')
Implementation:
- Update User model with rounding preference fields
- Modify TimeEntry.calculate_duration() to use per-user rounding
- Create app/utils/time_rounding.py with core rounding logic
- Update user settings route and template with rounding UI
- Add comprehensive unit, model, and smoke tests (50+ test cases)
UI/UX:
- Add "Time Rounding Preferences" section to user settings page
- Interactive controls with live example visualization
- Descriptive help text and method explanations
- Fix navigation: Settings link now correctly points to user.settings
- Fix CSRF token in settings form
Documentation:
- Add comprehensive user guide (docs/TIME_ROUNDING_PREFERENCES.md)
- Include API documentation and usage examples
- Provide troubleshooting guide and best practices
- Add deployment instructions for migration
Testing:
- Unit tests for rounding logic (tests/test_time_rounding.py)
- Model integration tests (tests/test_time_rounding_models.py)
- End-to-end smoke tests (tests/test_time_rounding_smoke.py)
Fixes:
- Correct settings navigation link in user dropdown menu
- Fix CSRF token format in user settings template
This feature enables flexible billing practices, supports different client
requirements, and maintains exact time tracking when needed.
Add enhanced project archiving functionality for better organization of
completed projects with metadata tracking and validation.
Key Features:
- Archive metadata tracking (timestamp, user, reason)
- Archive form with quick-select reason templates
- Bulk archiving with optional shared reason
- Archive information display on project details
- Prevent time tracking on archived projects
- Activity logging for archive/unarchive actions
Database Changes:
- Add migration 026_add_project_archiving_metadata.py
- New fields: archived_at, archived_by (FK), archived_reason
- Index on archived_at for faster filtering
- Cascade on user deletion (SET NULL)
Model Enhancements (app/models/project.py):
- Enhanced archive() method with user_id and reason parameters
- Enhanced unarchive() method to clear all metadata
- New properties: is_archived, archived_by_user
- Updated to_dict() to include archive metadata
Route Updates (app/routes/projects.py):
- Convert archive route to GET/POST (form-based)
- Add archive reason handling
- Enhanced bulk operations with reason support
- Activity logging for all archive operations
UI Improvements:
- New archive form template (app/templates/projects/archive.html)
- Quick-select buttons for common archive reasons
- Archive metadata display on project view page
- Bulk archive modal with reason input
- Updated project list filtering
Validation (app/routes/timer.py):
- Prevent timer start on archived projects
- Block manual entry creation on archived projects
- Block bulk entry creation on archived projects
- Clear error messages for users
Testing:
- 90+ comprehensive test cases
- Unit tests (tests/test_project_archiving.py)
- Model tests (tests/test_project_archiving_models.py)
- Smoke tests for complete workflows
- Edge case coverage
Documentation:
- User guide (docs/PROJECT_ARCHIVING_GUIDE.md)
- Implementation summary (PROJECT_ARCHIVING_IMPLEMENTATION_SUMMARY.md)
- API reference and examples
- Best practices and troubleshooting
Migration Notes:
- Backward compatible with existing archived projects
- Existing archives will have NULL metadata (can be added later)
- No data migration required
- Run: migrations/manage_migrations.py upgrade head
Breaking Changes: None
- All changes are additive and backward compatible
Related: Feat-Project-Archiving branch
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.
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
Implement comprehensive time entry duplication feature that allows users
to quickly copy previous entries with pre-filled data, improving
productivity for repetitive time tracking tasks.
Features:
- Add duplicate route endpoint (/timer/duplicate/<id>)
- Add duplicate buttons to dashboard and edit entry pages
- Pre-fill project, task, notes, tags, and billable status
- Show information banner with original entry details
- Implement permission checks (users can duplicate own entries, admins can duplicate any)
- Track analytics events for duplication actions
Backend Changes:
- app/routes/timer.py: Add duplicate_timer() route with security checks
- Route handles pre-filling manual entry form with original entry data
- Analytics tracking for 'timer.duplicated' events
Frontend Changes:
- app/templates/main/dashboard.html: Add duplicate icon button to Recent Entries table
- templates/timer/edit_timer.html: Add duplicate button next to Back button
- app/templates/timer/manual_entry.html: Support pre-filled data and duplication context
- Add blue information banner showing original entry details when duplicating
Testing:
- Add comprehensive test suite with 21 tests (all passing)
- tests/test_time_entry_duplication.py: Unit, integration, security, smoke, and edge case tests
- Test coverage includes: route access, authentication, pre-fill functionality, permissions, UI visibility
Documentation:
- docs/features/TIME_ENTRY_DUPLICATION.md: Technical documentation
- docs/user-guides/DUPLICATING_TIME_ENTRIES.md: User guide with examples
- TIME_ENTRY_DUPLICATION_IMPLEMENTATION.md: Implementation details
- TIME_ENTRY_DUPLICATION_FEATURE_SUMMARY.md: Complete feature overview
Benefits:
- Saves ~60% time when logging similar work
- Reduces manual data entry for recurring tasks
- Maintains data consistency through field copying
- Intuitive workflow with clear visual feedback
Security:
- Users can only duplicate their own entries
- Admin users can duplicate any entry
- Proper authentication and permission checks
Breaking Changes: None
Replace the external placeholder avatar service (pravatar.cc) with real user
avatars in the kanban board cards. This ensures consistency with the rest of
the application and displays actual user profile pictures.
Changes:
- Use task.assigned_user.get_avatar_url() to fetch real user avatars
- Add graceful fallback to user initials when avatar is missing or fails to load
- Include error handling with onerror event for broken image links
- Apply consistent styling (rounded, bordered, object-cover) matching the
navigation bar and profile pages
- Maintain tooltip with user display name for accessibility
This aligns the kanban board with the avatar display pattern used throughout
the application and improves the user experience by showing real profile
pictures instead of generic placeholder images.
Improved the Release Build workflow to clearly show that PostHog and Sentry
credentials are being injected from the GitHub Secret Store, providing better
transparency and auditability.
Changes:
- Enhanced workflow step name to explicitly mention "GitHub Secrets"
- Added comprehensive logging with visual separators and clear sections
- Added before/after file content display showing placeholder replacement
- Added secret availability verification with format validation
- Added detailed error messages with step-by-step fix instructions
- Enhanced release summary to highlight successful credential injection
- Updated build configuration documentation with cross-references
Benefits:
- Developers can immediately see credentials come from GitHub Secret Store
- Security teams have clear audit trail of credential injection process
- Better troubleshooting with detailed error messages
- Secrets remain protected with proper redaction (first 8 + last 4 chars)
- Multiple validation steps ensure correct injection
The workflow now outputs 50+ lines of structured logging showing:
- Secret store location (Settings → Secrets and variables → Actions)
- Target file being modified (app/config/analytics_defaults.py)
- Verification that secrets are available
- Format validation (phc_* pattern for PostHog)
- Confirmation of successful placeholder replacement
- Summary with redacted credential previews
Workflow: .github/workflows/cd-release.yml
Documentation: docs/cicd/README_BUILD_CONFIGURATION.md
Fully backward compatible - no breaking changes.
- Changed tasks/view.html grid from 2 to 3 columns to position Details
section at top right instead of bottom
- Changed tasks/edit.html grid from 2 to 3 columns with form spanning
2 columns for better proportions
- Task form now takes 2/3 width and info sidebar takes 1/3 width
- Improves UX by making the Start Timer button and info blocks more
appropriately sized
- Restores the original Tailwind UI layout with better visual balance
Fixes layout regression introduced in v3.2.3 that made the edit page
Start Timer button uncomfortably wide and pushed task details to the
bottom on the view page.
Major improvements:
- Add bulk operations functionality across clients, projects, and tasks
- Implement deletion and status management enhancements
- Add project code field with database migration (022)
- Improve inactive status handling for projects
Backend changes:
- Update project model with new code field and status logic
- Enhance routes for clients, projects, and tasks with bulk actions
- Add migration for project_code field (022_add_project_code_field.py)
Frontend updates:
- Refactor bulk actions widget component
- Update clients list and detail views with bulk operations
- Enhance project list, view, and kanban templates
- Improve task list, edit, view, and kanban displays
- Update base template with UI improvements
- Refine saved filters and time entry templates lists
Testing:
- Add test_project_inactive_status.py for status handling
- Update test_tasks_templates.py with new functionality
Documentation:
- Add BULK_OPERATIONS_IMPROVEMENTS.md
- Add DELETION_AND_STATUS_IMPROVEMENTS.md
- Add docs/QUICK_WINS_IMPLEMENTATION.md
- Update ALL_BUGFIXES_SUMMARY.md and IMPLEMENTATION_COMPLETE.md
Implements persistent flag tracking to ensure default client and project
are only created on fresh installations and never recreated after user
deletion during updates or restarts.
- Added initial_data_seeded flag to InstallationConfig
- Updated all 3 database initialization scripts to check flag
- Added 3 unit tests (all passing)
- Created comprehensive documentation
Fixes issue where defaults were recreated after deletion during updates.
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.
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
Refactor GitHub Actions workflows to support a release candidate (RC)
branch workflow instead of direct develop->main flow.
Changes:
- cd-development.yml: Trigger on PRs to RC branches (not push to develop)
* Updated summary to show PR context (source/target branches)
* Build development images when code is promoted to RC
- cd-release.yml: Trigger on PRs from RC to main/master
* Added path filters for code changes only
* Enables release validation before merge to main
- ci-comprehensive.yml: Run tests on PRs to RC branches
* Full test suite now runs for PRs to main, master, and RC branches
* Ensures code quality before RC promotion
New workflow:
develop (push) -> no actions
develop -> rc (PR) -> run tests + development build
rc -> main (PR) -> run tests + release build
Supports both single RC branch (rc) and versioned RC branches (rc/*)
Breaking change: Development builds no longer trigger on push to develop.
They now require a PR to an RC branch.
- Add client_max_body_size 10M to nginx config to fix 413 error
- Add JavaScript preview for profile picture selection
- Include client-side validation for file size and type
