mirror of
https://github.com/DRYTRIX/TimeTracker.git
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4eabe3cabd
Adds a Tailwind-styled global command palette (Ctrl/Cmd+K) with fuzzy search and a Start Timer flow that picks a project then POSTs /api/timer/start with CSRF. Updates docs to reflect the new shortcut.
1285 lines
32 KiB
Markdown
1285 lines
32 KiB
Markdown
# TimeTracker - Complete Features Documentation
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**Version:** See `setup.py` for current version (single source of truth).
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**Last Updated:** 2025-02-20
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**Navigation:** Many features are optional (see Admin → Module Management). Reports are available from the top-level **Reports** sidebar link (or **Finance & Expenses → Reports** for Report Builder, Saved Views, Scheduled Reports). Time entries export is under **Time entries** (overview page).
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---
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## Table of Contents
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1. [Overview](#overview)
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2. [Time Tracking Features](#time-tracking-features)
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3. [Project Management](#project-management)
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4. [Task Management](#task-management)
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5. [Client Management](#client-management)
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6. [CRM Features](#crm-features)
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7. [Invoicing & Billing](#invoicing--billing)
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8. [Financial Management](#financial-management)
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9. [Reporting & Analytics](#reporting--analytics)
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10. [User Management & Security](#user-management--security)
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11. [Productivity Features](#productivity-features)
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12. [User Experience & Interface Enhancements](#user-experience--interface-enhancements) 🆕
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13. [Administration](#administration)
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14. [Integration & API](#integration--api)
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15. [Technical Features](#technical-features)
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---
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## Overview
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TimeTracker is a comprehensive, self-hosted time tracking and project management application designed for freelancers, teams, and businesses. This document provides a complete overview of all available features.
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---
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## Time Tracking Features
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### Core Time Tracking
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#### 1. **One-Click Timers**
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- Start tracking time with a single click
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- Quick timer start from dashboard, projects, or tasks
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- **Header timer button** — One-click start/stop from any page (round icon between Chat and Help)
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- Visual timer display with running time
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- Multiple timer support (configurable)
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#### 2. **Persistent Timers**
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- Server-side timer persistence
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- Timers continue running after browser closes
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- Automatic timer recovery on login
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- Cross-device synchronization
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#### 3. **Manual Time Entry**
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- Add historical time entries
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- **Break field (HH:MM)** — Optional break duration; effective duration = (end − start) − break. Suggest button uses default rules (e.g. >6 h → 30 min). See [Break Time Feature](BREAK_TIME_FEATURE.md).
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- Flexible date/time selection
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- Notes and tags support
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- Billable/non-billable flagging
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- Project and task association
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#### 4. **Timer Management**
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- Start, stop, pause, and resume timers
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- **Break time (Issue #561)** — Pause a running timer so time while paused counts as break; on resume, that time is added to the entry’s break. Stored duration = (end − start) − break. See [Break Time Feature](BREAK_TIME_FEATURE.md).
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- **Dashboard timer widget**: Pause (accumulates break) and Stop; one-click "Resume (project)" to continue with the same project/task/notes; quick time adjustment (−15 / −5 / +5 / +15 min) while running
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- Edit active timers
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- Delete timers
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- Timer history and audit trail
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- Timer duplication for recurring work
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#### 5. **Idle Detection**
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- Automatic pause after configurable idle time
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- Configurable idle timeout (default: 30 minutes)
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- User notification on idle detection
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- Manual resume after idle pause
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### Advanced Time Tracking
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#### 6. **Bulk Time Entry**
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- Create multiple time entries at once
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- Consecutive day entry with weekend skipping
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- Batch project/task assignment
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- Bulk notes and tags application
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- Date range selection
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#### 7. **Time Entry Templates**
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- Save common time entries as templates
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- Quick template application
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- Template categories and organization
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- One-click timer start from templates
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- Template editing and management
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#### 8. **Time Entry Duplication**
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- Duplicate existing time entries
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- Quick copy with date adjustment
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- Preserve notes, tags, and project associations
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- Batch duplication support
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#### 9. **Time Rounding**
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- Configurable rounding intervals (1, 5, 15 minutes)
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- Per-project rounding rules
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- Automatic rounding on entry save
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- Rounding preference settings
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#### 10. **Calendar View**
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- Visual calendar interface for time entries
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- Month, week, and day views
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- Drag-and-drop time entry editing
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- Calendar event creation
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- Agenda view with upcoming deadlines
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#### 11. **Focus Sessions (Pomodoro)**
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- Pomodoro-style focus session tracking
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- Configurable session lengths
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- Break tracking (short and long breaks)
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- Cycle completion tracking
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- Interruption logging
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- Session notes and outcomes
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#### 12. **Recurring Time Blocks**
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- Weekly recurring time block templates
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- Weekday selection (Mon-Sun)
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- Time window definition (start/end times)
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- Automatic time entry generation
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- Active/inactive block management
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- Date range activation windows
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#### 13. **Real-time Updates**
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- WebSocket support for live updates
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- Cross-device timer synchronization
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- Real-time dashboard updates
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- Live collaboration features
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---
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## Project Management
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### Core Project Features
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#### 14. **Project Creation & Management**
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- Unlimited projects
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- Project name, description, and status
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- Client association
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- Project archiving and activation
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- Project deletion (soft delete)
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#### 15. **Project Details**
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- Project dashboard with overview
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- Time tracking summary
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- Budget tracking
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- Task list integration
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- Team member assignments
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- Project notes and documentation
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#### 16. **Project Status Management**
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- Active/Archived/Inactive status
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- Status change history
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- Bulk status updates
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- Status-based filtering
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#### 17. **Project Budgeting**
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- Budget amount setting
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- Budget consumption tracking
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- Budget alerts and notifications
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- Burn rate calculation
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- Budget vs actual reporting
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- Budget forecasting
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#### 18. **Project Costs**
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- Track direct project expenses
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- Cost categories and descriptions
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- Cost date tracking
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- Cost amount and currency
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- Cost reporting and analytics
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- Integration with budget tracking
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#### 19. **Extra Goods & Services**
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- Add non-time-based line items to projects
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- Product/service catalog
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- Quantity and pricing
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- Integration with invoicing
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- Goods management per project
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#### 20. **Project Favorites**
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- Mark projects as favorites
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- Quick access to favorite projects
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- Favorite project dashboard widget
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- Personal project organization
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#### 21. **Project Export**
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- CSV export of project data
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- Time entry export per project
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- Project report generation
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- Bulk export capabilities
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#### 22. **Project Dashboard**
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- Visual project overview
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- Time tracking charts
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- Budget status indicators
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- Task completion metrics
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- Team activity feed
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- Recent time entries
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---
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## Task Management
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### Core Task Features
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#### 23. **Task Creation & Management**
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- Unlimited tasks per project
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- Task name, description, and status
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- Task priority levels (Low, Medium, High, Urgent)
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- Task assignment to users
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- Task due dates and deadlines
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- Task tags and categorization
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#### 24. **Task Status Tracking**
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- Customizable status workflow
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- Status-based filtering
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- Bulk status updates
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- Status change history
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- Task completion tracking
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#### 25. **Task Priorities**
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- Priority level assignment
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- Priority-based sorting
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- Priority filtering
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- Bulk priority updates
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- Visual priority indicators
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#### 26. **Task Assignment**
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- Assign tasks to team members
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- Multiple assignee support
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- Assignment notifications
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- "My Tasks" view
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- Overdue tasks tracking
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#### 27. **Task Comments**
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- Threaded comments on tasks
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- Comment editing and deletion
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- @mention support
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- Comment notifications
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- Activity feed integration
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#### 28. **Kanban Board**
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- Visual drag-and-drop task management
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- Customizable columns
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- Column reordering
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- Task movement between columns
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- Column status mapping
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- Board filtering and search
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- Auto-refresh functionality
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#### 29. **Task Board View**
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- List view of tasks
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- Table view with sorting
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- Card view for visual management
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- Task grouping options
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- Customizable columns
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#### 30. **Task Filtering & Search**
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- Filter by project, status, priority, assignee
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- Date range filtering
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- Tag-based filtering
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- Full-text search
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- Saved filters
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#### 31. **Task Export**
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- CSV export of tasks
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- Filtered export support
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- Task detail export
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- Bulk export capabilities
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#### 32. **Task Activity Tracking**
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- Automatic activity logging
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- Status change tracking
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- Assignment changes
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- Comment activity
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- Activity feed per task
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#### 33. **Bulk Task Operations**
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- Bulk delete tasks
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- Bulk status updates
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- Bulk priority changes
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- Bulk assignment
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- Bulk project move
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- Multi-select task operations
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---
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## Client Management
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### Core Client Features
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#### 34. **Client Creation & Management**
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- Unlimited clients
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- Client name, company, and contact information
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- Client address and billing details
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- Client status (Active/Inactive)
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- Client archiving
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#### 35. **Client Details**
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- Client dashboard
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- Associated projects list
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- Total time tracked
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- Total revenue
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- Invoice history
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- Payment history
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#### 36. **Client Notes**
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- Internal notes about clients
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- Note creation and editing
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- Note history
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- Private notes (admin only)
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- Note search and filtering
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#### 37. **Client Billing Rates**
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- Per-client hourly rates
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- Rate override per project
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- Rate history tracking
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- Multi-currency support
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- Rate-based invoicing
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#### 38. **Client Prepaid Consumption**
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- Track prepaid hours/credits
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- Automatic deduction from prepaid balance
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- Prepaid balance reporting
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- Prepaid expiration tracking
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#### 39. **Client Export**
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- CSV export of client data
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- Client report generation
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- Associated data export
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---
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## CRM Features
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### Contact Management
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#### 40. **Multiple Contacts per Client**
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- Unlimited contacts per client
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- Contact information (name, email, phone, mobile)
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- Contact title and department
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- Contact roles (primary, billing, technical, contact)
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- Primary contact designation
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- Contact tags and notes
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- Contact status (active/inactive)
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#### 41. **Contact Communication History**
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- Track all communications with contacts
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- Communication types (email, call, meeting, note, message)
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- Communication direction (inbound, outbound)
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- Communication dates and follow-up dates
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- Link communications to projects, quotes, deals
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- Communication status tracking
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- Full communication history per contact
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### Sales Pipeline Management
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#### 42. **Deal/Opportunity Tracking**
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- Create and manage sales deals
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- Deal stages (prospecting, qualification, proposal, negotiation, closed_won, closed_lost)
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- Deal value and currency
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- Win probability (0-100%)
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- Expected close date
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- Weighted value calculation (value × probability)
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- Deal status (open, won, lost, cancelled)
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- Loss reason tracking
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#### 43. **Visual Pipeline View**
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- Kanban-style pipeline visualization
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- Deal cards by stage
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- Drag-and-drop deal movement (future enhancement)
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- Pipeline filtering by owner
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- Deal count per stage
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- Quick deal details
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#### 44. **Deal Activities**
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- Track activities on deals
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- Activity types (call, email, meeting, note, stage_change, status_change)
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- Activity dates and due dates
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- Activity status (completed, pending, cancelled)
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- Activity history per deal
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#### 45. **Deal Relationships**
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- Link deals to clients
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- Link deals to contacts
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- Link deals to leads
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- Link deals to quotes
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- Link deals to projects
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- Deal owner assignment
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### Lead Management
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#### 46. **Lead Capture & Management**
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- Create and manage leads
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- Lead information (name, company, email, phone)
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- Lead title and source tracking
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- Lead status (new, contacted, qualified, converted, lost)
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- Lead scoring (0-100)
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- Estimated value
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- Lead tags and notes
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#### 47. **Lead Conversion**
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- Convert leads to clients
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- Convert leads to deals
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- Automatic contact creation from lead
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- Conversion tracking
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- Conversion date and user
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- Lead conversion history
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#### 48. **Lead Activities**
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- Track activities on leads
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- Activity types (call, email, meeting, note, status_change, score_change)
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- Activity dates and due dates
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- Activity status tracking
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- Activity history per lead
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#### 49. **Lead Scoring**
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- Manual lead scoring (0-100)
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- Score-based filtering
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- Score-based sorting
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- Visual score indicators
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- Score history tracking
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---
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## Invoicing & Billing
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### Core Invoicing Features
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#### 50. **Invoice Creation**
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- Generate invoices from time entries
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- Manual invoice creation
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- Invoice templates
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- Custom line items
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- Multiple invoice formats
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#### 51. **Invoice Management**
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- Invoice list view with filtering
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- Invoice status tracking (Draft, Sent, Paid, Overdue, Cancelled)
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- Invoice editing
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- Invoice duplication
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- Invoice deletion
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- Bulk invoice operations
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#### 42. **Invoice Items**
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- Time entry line items
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- Expense line items
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- Custom line items
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- Item descriptions and quantities
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- Unit prices and totals
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- Tax calculation per item
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#### 43. **Invoice Generation from Time**
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- Select time entries for invoicing
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- Automatic time entry grouping
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- Billable hours calculation
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- Rate application
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- Time entry filtering
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#### 44. **Invoice Templates**
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- Customizable invoice templates
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- Template selection per invoice
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- Template editing
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- Default template setting
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- Template preview
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#### 45. **PDF Invoice Export**
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- Professional PDF generation
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- Customizable PDF layout
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- Company branding (logo)
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- PDF template editor
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- PDF preview
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- PDF download
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#### 46. **Invoice Status Management**
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- Status workflow (Draft → Sent → Paid)
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- Status change tracking
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- Overdue invoice detection
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- Bulk status updates
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- Status-based filtering
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#### 47. **Tax Calculation**
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- Automatic tax calculation
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- Multiple tax rates
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- Tax rules per client/project
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- Tax inclusion/exclusion
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- Tax reporting
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#### 48. **Multi-Currency Support**
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- Multiple currency support
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- Currency selection per invoice
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- Exchange rate tracking
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- Currency conversion
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- Multi-currency reporting
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#### 49. **Recurring Invoices**
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- Recurring invoice templates
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- Weekly, monthly, quarterly, yearly recurrence
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- Automatic invoice generation
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- Recurring invoice management
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- Next generation date tracking
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#### 50. **Invoice Email**
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- Email invoice to clients
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- Email template customization
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- Email delivery tracking
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- Email history
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- Automated email sending
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#### 51. **Invoice Numbering**
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- Automatic invoice numbering
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- Custom numbering format
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- Number sequence management
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- Number prefix/suffix
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#### 52. **Invoice Export**
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- CSV export of invoices
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- Excel export
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- PDF export
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- Bulk export
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- Filtered export
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---
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## Financial Management
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### Expense Tracking
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#### 53. **Expense Recording**
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- Track business expenses
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- Expense amount and currency
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- Expense date tracking
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- Vendor information
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- Receipt attachment
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- Expense categories
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#### 54. **Expense Categories**
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- Customizable expense categories
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- Category management
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- Category-based reporting
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- Category filtering
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#### 55. **Expense Approval Workflow**
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- Multi-stage approval process
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- Approval status tracking
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- Admin approval required
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- Approval notifications
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- Approval history
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#### 56. **Expense Reimbursement**
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- Track reimbursement status
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- Reimbursement amount tracking
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- Reimbursement date
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- Reimbursement method
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- Reimbursement reporting
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#### 57. **Billable Expenses**
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- Mark expenses as billable
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- Add billable expenses to invoices
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- Expense markup
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- Expense-to-invoice integration
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#### 58. **Expense Filtering & Search**
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- Filter by category, status, date range
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- Vendor search
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- Amount range filtering
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- Billable/non-billable filter
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- Receipt status filter
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#### 59. **Expense Export**
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- CSV export of expenses
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- Expense report generation
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- Category-based export
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### Payment Tracking
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#### 60. **Payment Recording**
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- Record payments against invoices
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- Payment amount and currency
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- Payment date tracking
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- Payment method tracking
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- Payment reference numbers
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#### 61. **Payment Methods**
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- Bank transfer
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- Cash
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- Check
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- Credit card
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- Debit card
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- PayPal
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- Stripe
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- Wire transfer
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- Other methods
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#### 62. **Payment Status**
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- Payment status tracking (Completed, Pending, Failed, Refunded)
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- Partial payment support
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- Payment history per invoice
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- Outstanding amount calculation
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#### 63. **Payment Gateway Integration**
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- Gateway transaction ID tracking
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- Gateway fee recording
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- Net amount calculation
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- Gateway-specific fields
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#### 64. **Payment Statistics**
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- Payment summary statistics
|
||
- Payment method breakdown
|
||
- Payment status analytics
|
||
- Monthly payment trends
|
||
- Payment reporting
|
||
|
||
### Additional Financial Features
|
||
|
||
#### 65. **Mileage Tracking**
|
||
- Track business mileage
|
||
- Mileage rate calculation
|
||
- Mileage reimbursement
|
||
- Mileage reporting
|
||
|
||
#### 66. **Per Diem Tracking**
|
||
- Per diem rate management
|
||
- Per diem expense tracking
|
||
- Per diem reporting
|
||
- Rate configuration
|
||
|
||
---
|
||
|
||
## Reporting & Analytics
|
||
|
||
### Core Reporting Features
|
||
|
||
#### 67. **Time Reports**
|
||
- Time entry reports by project, user, date range
|
||
- Billable vs non-billable breakdown
|
||
- Time summary reports
|
||
- Detailed time reports
|
||
- Custom date ranges
|
||
|
||
#### 68. **Project Reports**
|
||
- Project time summary
|
||
- Project budget reports
|
||
- Project cost reports
|
||
- Project profitability analysis
|
||
- Project completion metrics
|
||
|
||
#### 69. **User Reports**
|
||
- Individual user time reports
|
||
- User productivity metrics
|
||
- User activity reports
|
||
- User performance comparison
|
||
- User time goals tracking
|
||
|
||
#### 70. **Invoice Reports**
|
||
- Invoice summary reports
|
||
- Payment reports
|
||
- Outstanding invoice reports
|
||
- Revenue reports
|
||
- Invoice status reports
|
||
|
||
#### 71. **Expense Reports**
|
||
- Expense summary by category
|
||
- Expense trends
|
||
- Reimbursement reports
|
||
- Billable expense reports
|
||
|
||
#### 72. **Saved Filters**
|
||
- Save frequently used report filters
|
||
- Quick filter application
|
||
- Filter sharing (admin)
|
||
- Filter management
|
||
|
||
#### 73. **Report Export**
|
||
- CSV export of reports
|
||
- Excel export
|
||
- PDF report generation
|
||
- Scheduled report emails
|
||
|
||
### Analytics Dashboard
|
||
|
||
#### 74. **Visual Dashboards**
|
||
- Charts and graphs for insights
|
||
- Time tracking visualizations
|
||
- Revenue charts
|
||
- Project status overview
|
||
- User activity metrics
|
||
|
||
#### 75. **Hours Analytics**
|
||
- Hours by day, week, month
|
||
- Hours by project
|
||
- Hours by user
|
||
- Hours by hour of day
|
||
- Billable vs non-billable charts
|
||
|
||
#### 76. **Revenue Analytics**
|
||
- Revenue trends over time
|
||
- Revenue by project
|
||
- Revenue by client
|
||
- Payment analytics
|
||
- Revenue vs payments comparison
|
||
|
||
#### 77. **Project Analytics**
|
||
- Project efficiency metrics
|
||
- Budget consumption trends
|
||
- Burn rate analysis
|
||
- Completion estimates
|
||
- Resource allocation analysis
|
||
|
||
#### 78. **Task Analytics**
|
||
- Task completion rates
|
||
- Task duration analysis
|
||
- Task priority distribution
|
||
- Task assignment metrics
|
||
- Task status trends
|
||
|
||
#### 79. **Overtime Tracking**
|
||
- Overtime hour calculation
|
||
- Overtime reporting
|
||
- Overtime trends
|
||
- Overtime alerts
|
||
|
||
#### 80. **Weekly Trends**
|
||
- Weekly time trends
|
||
- Week-over-week comparison
|
||
- Weekly goal tracking
|
||
- Weekly summary reports
|
||
|
||
#### 81. **Budget Alerts & Forecasting**
|
||
- Budget consumption monitoring
|
||
- Budget threshold alerts (80%, 100%)
|
||
- Over-budget alerts
|
||
- Burn rate calculation
|
||
- Completion date estimation
|
||
- Cost trend analysis
|
||
- Resource allocation breakdown
|
||
|
||
#### 82. **Weekly Time Goals**
|
||
- Set weekly hour targets
|
||
- Track progress against goals
|
||
- Goal status management (Active, Completed, Failed, Cancelled)
|
||
- Goal statistics and success rate
|
||
- Daily breakdown of goal progress
|
||
- Streak tracking
|
||
|
||
---
|
||
|
||
## User Management & Security
|
||
|
||
### User Management
|
||
|
||
#### 83. **User Accounts**
|
||
- User creation and management
|
||
- Username-based authentication
|
||
- User profiles with avatars
|
||
- User roles and permissions
|
||
- User activation/deactivation
|
||
- User deletion
|
||
|
||
#### 84. **Profile Management**
|
||
- User profile editing
|
||
- Avatar upload
|
||
- Profile picture management
|
||
- Personal settings
|
||
- Timezone preferences
|
||
- Language preferences
|
||
|
||
#### 85. **Role-Based Access Control (RBAC)**
|
||
- Granular permission system
|
||
- Custom roles creation
|
||
- Role assignment to users
|
||
- Permission categories
|
||
- System roles (Super Admin, Admin, Manager, User, Viewer)
|
||
- Permission checking in code and templates
|
||
|
||
#### 86. **Authentication Methods**
|
||
- Username-only authentication
|
||
- OIDC/SSO support (Azure AD, Authelia, etc.)
|
||
- Session management
|
||
- Secure cookie handling
|
||
- Session timeout configuration
|
||
|
||
#### 87. **API Tokens**
|
||
- Generate API tokens for integrations
|
||
- Token scopes and permissions
|
||
- Token expiration
|
||
- Token management
|
||
- Token security
|
||
|
||
#### 88. **User Preferences**
|
||
- Timezone settings
|
||
- Date format preferences
|
||
- Time format preferences
|
||
- Currency preferences
|
||
- Language selection
|
||
- Notification preferences
|
||
|
||
---
|
||
|
||
## Productivity Features
|
||
|
||
### Navigation & Search
|
||
|
||
#### 89. **Command Palette**
|
||
- Keyboard-driven navigation (Ctrl+K / Cmd+K)
|
||
- Quick action execution
|
||
- Search across all features
|
||
- Command shortcuts
|
||
- Context-aware commands
|
||
|
||
#### 90. **Keyboard Shortcuts**
|
||
- Global shortcuts (Ctrl+K for search, Ctrl+/ for command palette)
|
||
- Navigation shortcuts (g d for dashboard, g p for projects)
|
||
- Action shortcuts (c p for create project, t s for start timer)
|
||
- Table shortcuts (Ctrl+A for select all, Delete for delete)
|
||
- Editing shortcuts (Ctrl+S for save, Escape for close)
|
||
- Customizable shortcuts
|
||
|
||
#### 91. **Quick Search**
|
||
- Fast search across projects, tasks, clients
|
||
- Search suggestions
|
||
- Recent searches
|
||
- Search filters
|
||
- Keyboard shortcut: Ctrl+K
|
||
|
||
#### 92. **Activity Feed**
|
||
- Recent activity tracking
|
||
- Activity by user, project, task
|
||
- Activity filtering
|
||
- Activity notifications
|
||
- Activity history
|
||
|
||
### Notifications
|
||
|
||
#### 93. **Email Notifications**
|
||
- Configurable email alerts
|
||
- Task assignment notifications
|
||
- Invoice notifications
|
||
- Deadline reminders
|
||
- Weekly summaries
|
||
|
||
#### 94. **Toast Notifications**
|
||
- In-app notifications
|
||
- Success/error messages
|
||
- Action confirmations
|
||
- Real-time updates
|
||
- Notification history
|
||
|
||
#### 95. **Weekly Summaries**
|
||
- Optional weekly time tracking summaries
|
||
- Email delivery
|
||
- Summary customization
|
||
- Summary scheduling
|
||
|
||
---
|
||
|
||
## User Experience & Interface Enhancements
|
||
|
||
### Enhanced Data Tables
|
||
|
||
#### 96. **Enterprise-Grade Tables**
|
||
- Sortable columns (click headers to sort)
|
||
- Bulk selection with checkboxes
|
||
- Column resizing (drag column borders)
|
||
- Inline editing (double-click cells)
|
||
- Bulk actions bar (appears when items selected)
|
||
- Export to CSV functionality
|
||
- Column visibility toggle
|
||
- Row highlighting on hover
|
||
- Responsive table layout (card view on mobile)
|
||
|
||
#### 97. **Enhanced Search Experience**
|
||
- Instant search with autocomplete
|
||
- Recent searches tracking
|
||
- Categorized search results
|
||
- Search suggestions
|
||
- Live search with debouncing
|
||
- Search filter badges
|
||
- Quick filter presets
|
||
- Keyboard shortcut: Ctrl+K
|
||
|
||
### Data Visualization
|
||
|
||
#### 98. **Interactive Charts**
|
||
- Chart.js integration
|
||
- 6 chart types (line, bar, doughnut, progress, sparkline, stacked)
|
||
- Responsive charts
|
||
- Export charts as images
|
||
- Custom color schemes
|
||
- Animation support
|
||
- Data-driven visualizations
|
||
- Chart customization options
|
||
|
||
### Design System
|
||
|
||
#### 99. **Unified Component Library**
|
||
- 20+ reusable UI components
|
||
- Consistent design tokens
|
||
- Standardized buttons, cards, badges
|
||
- Page headers with breadcrumbs
|
||
- Empty states with guidance
|
||
- Loading skeleton components
|
||
- Alert and notification components
|
||
- Modal and dialog components
|
||
|
||
#### 100. **Form UX Enhancements**
|
||
- Auto-save with indicators
|
||
- Form state persistence
|
||
- Inline validation
|
||
- Smart defaults
|
||
- Keyboard shortcuts (Cmd+Enter)
|
||
- Loading states
|
||
- Error handling with helpful messages
|
||
|
||
### Navigation & Context
|
||
|
||
#### 101. **Header Quick Access**
|
||
- Chat, Timer, and Help buttons grouped in the header
|
||
- Round icon buttons, vertically aligned, evenly spaced
|
||
- One-click timer start/stop from any page
|
||
- Help button links to documentation; Chat opens team chat (when enabled)
|
||
|
||
#### 102. **Breadcrumb Navigation**
|
||
- Context-aware breadcrumb trails
|
||
- Quick navigation to parent pages
|
||
- Integrated in page headers
|
||
- Responsive breadcrumb layout
|
||
|
||
#### 103. **Recently Viewed & Favorites**
|
||
- Recently viewed items tracking
|
||
- Favorites system for quick access
|
||
- Quick access dropdowns
|
||
- LocalStorage persistence
|
||
- Cross-session persistence
|
||
|
||
### User Feedback & Guidance
|
||
|
||
#### 104. **Enhanced Empty States**
|
||
- Beautiful, actionable empty states
|
||
- Context-specific guidance
|
||
- Quick action buttons
|
||
- Helpful illustrations
|
||
- Call-to-action messages
|
||
|
||
#### 105. **Loading States**
|
||
- Skeleton loading components
|
||
- Progress indicators
|
||
- Loading animations
|
||
- Context-aware loading states
|
||
- Non-blocking loading feedback
|
||
|
||
#### 106. **Interactive Onboarding**
|
||
- Step-by-step product tours
|
||
- Interactive tutorials
|
||
- Element highlighting
|
||
- Skip/back/next navigation
|
||
- Progress indicators
|
||
- Auto-start for new users
|
||
|
||
### Progressive Web App (PWA)
|
||
|
||
#### 107. **PWA Capabilities**
|
||
- Install as mobile app
|
||
- Offline support
|
||
- Background sync for time entries
|
||
- App shortcuts (4 shortcuts)
|
||
- Push notification support (ready)
|
||
- Share target integration
|
||
- Service worker caching
|
||
|
||
### Accessibility
|
||
|
||
#### 108. **Accessibility Features**
|
||
- WCAG 2.1 AA compliant
|
||
- Full keyboard navigation
|
||
- Screen reader support
|
||
- ARIA labels and roles
|
||
- Focus management
|
||
- Reduced motion support
|
||
- High contrast mode
|
||
- Semantic HTML structure
|
||
|
||
---
|
||
|
||
## Administration
|
||
|
||
### System Administration
|
||
|
||
#### 109. **Admin Dashboard**
|
||
- System overview
|
||
- User management
|
||
- System settings
|
||
- Health monitoring
|
||
- Quick statistics
|
||
|
||
#### 110. **System Settings**
|
||
- Application configuration
|
||
- Timer settings (idle timeout, rounding)
|
||
- User management settings
|
||
- Security settings
|
||
- Email configuration
|
||
- Telemetry settings
|
||
|
||
#### 111. **User Management**
|
||
- Create, edit, delete users
|
||
- User role assignment
|
||
- User activation/deactivation
|
||
- User permission management
|
||
- User activity monitoring
|
||
|
||
#### 112. **Backup & Restore**
|
||
- Manual backup creation
|
||
- Scheduled backups
|
||
- Backup download
|
||
- Backup restoration
|
||
- Backup management
|
||
|
||
#### 113. **Logo & Branding**
|
||
- Company logo upload
|
||
- Logo management
|
||
- Logo removal
|
||
- Logo in PDF invoices
|
||
- Logo in email templates
|
||
|
||
#### 114. **PDF Layout Customization**
|
||
- Customizable PDF invoice layout
|
||
- PDF template editor
|
||
- Layout preview
|
||
- Default layout setting
|
||
- Layout reset
|
||
|
||
#### 115. **Email Configuration**
|
||
- SMTP server configuration
|
||
- Email template management
|
||
- Email sending test
|
||
- Email delivery status
|
||
- Email template editing
|
||
|
||
#### 116. **Telemetry Management**
|
||
- Telemetry enable/disable
|
||
- Telemetry data viewing
|
||
- Privacy settings
|
||
- Analytics configuration
|
||
|
||
#### 117. **Audit Logs**
|
||
- System activity logging
|
||
- User action tracking
|
||
- Entity change history
|
||
- Audit log filtering
|
||
- Audit log export
|
||
|
||
#### 118. **OIDC/SSO Configuration**
|
||
- OIDC provider setup
|
||
- SSO configuration
|
||
- User mapping
|
||
- OIDC debugging
|
||
- SSO testing
|
||
|
||
---
|
||
|
||
## Integration & API
|
||
|
||
### REST API
|
||
|
||
#### 119. **REST API v1**
|
||
- Comprehensive REST API
|
||
- Token-based authentication
|
||
- JSON request/response
|
||
- Pagination support
|
||
- Error handling
|
||
|
||
#### 120. **API Endpoints**
|
||
- Projects API (CRUD)
|
||
- Time Entries API (CRUD)
|
||
- Tasks API (CRUD)
|
||
- Clients API (CRUD)
|
||
- Invoices API (CRUD)
|
||
- Users API (read)
|
||
- Reports API
|
||
|
||
#### 121. **API Authentication**
|
||
- API token generation
|
||
- Bearer token authentication
|
||
- API key header authentication
|
||
- Token scopes
|
||
- Token permissions
|
||
|
||
#### 122. **API Documentation**
|
||
- OpenAPI/Swagger specification
|
||
- Interactive API docs
|
||
- Endpoint documentation
|
||
- Request/response examples
|
||
- Authentication guide
|
||
|
||
### Import/Export
|
||
|
||
#### 123. **Data Import**
|
||
- CSV import of time entries
|
||
- Project import
|
||
- Client import
|
||
- Task import
|
||
- Import validation
|
||
- Import error handling
|
||
|
||
#### 124. **Data Export**
|
||
- CSV export of all data types
|
||
- Excel export
|
||
- PDF export
|
||
- Bulk export
|
||
- Filtered export
|
||
- Scheduled exports
|
||
|
||
---
|
||
|
||
## Technical Features
|
||
|
||
### Deployment & Infrastructure
|
||
|
||
#### 125. **Docker Support**
|
||
- Docker Compose configuration
|
||
- Multiple deployment profiles
|
||
- Production-ready setup
|
||
- Development setup
|
||
- Local testing setup
|
||
|
||
#### 126. **Database Support**
|
||
- PostgreSQL for production
|
||
- SQLite for testing/development
|
||
- Database migrations (Alembic)
|
||
- Migration management
|
||
- Database backup/restore
|
||
|
||
#### 127. **HTTPS Support**
|
||
- Automatic HTTPS setup
|
||
- Self-signed certificates
|
||
- mkcert integration
|
||
- Manual certificate setup
|
||
- SSL/TLS configuration
|
||
|
||
#### 128. **Monitoring Stack**
|
||
- Prometheus metrics
|
||
- Grafana dashboards
|
||
- Loki log aggregation
|
||
- Promtail log shipping
|
||
- Health check endpoints
|
||
|
||
#### 129. **Internationalization (i18n)**
|
||
- Multiple language support
|
||
- Translation system
|
||
- Language switching
|
||
- Locale-based formatting
|
||
- Timezone handling
|
||
|
||
#### 130. **Progressive Web App (PWA)**
|
||
- Install as mobile app
|
||
- Offline support
|
||
- App manifest
|
||
- Service worker
|
||
- Mobile optimization
|
||
|
||
#### 130. **Responsive Design**
|
||
- Mobile-friendly interface
|
||
- Tablet optimization
|
||
- Desktop experience
|
||
- Touch-friendly controls
|
||
- Adaptive layouts
|
||
|
||
#### 131. **Real-time Features**
|
||
- WebSocket support
|
||
- Live timer updates
|
||
- Real-time notifications
|
||
- Cross-device sync
|
||
- Collaborative features
|
||
|
||
#### 132. **Performance**
|
||
- Database query optimization
|
||
- Caching strategies
|
||
- Lazy loading
|
||
- Pagination
|
||
- Efficient data loading
|
||
|
||
---
|
||
|
||
## Feature Summary by Category
|
||
|
||
### Time Tracking (13 features)
|
||
Timer management, manual entry, bulk entry, templates, calendar view, focus sessions, recurring blocks, idle detection, rounding, duplication, real-time updates
|
||
|
||
### Project Management (9 features)
|
||
Project CRUD, budgeting, costs, extra goods, favorites, export, dashboard, status management
|
||
|
||
### Task Management (11 features)
|
||
Task CRUD, Kanban board, comments, priorities, assignment, filtering, export, activity tracking, bulk operations
|
||
|
||
### Client Management (6 features)
|
||
Client CRUD, notes, billing rates, prepaid consumption, export
|
||
|
||
### CRM Features (10 features)
|
||
Multiple contacts per client, communication history, deal tracking, pipeline view, deal activities, lead management, lead conversion, lead activities, lead scoring
|
||
|
||
### Invoicing (13 features)
|
||
Invoice creation, templates, PDF export, status management, tax calculation, multi-currency, recurring invoices, email, numbering, export
|
||
|
||
### Financial Management (14 features)
|
||
Expense tracking, categories, approval workflow, reimbursement, billable expenses, payment tracking, methods, gateway integration, statistics, mileage, per diem
|
||
|
||
### Reporting & Analytics (16 features)
|
||
Time reports, project reports, user reports, invoice reports, expense reports, saved filters, dashboards, hours analytics, revenue analytics, project analytics, task analytics, overtime, weekly trends, budget alerts, forecasting, weekly goals
|
||
|
||
### User Management & Security (6 features)
|
||
User accounts, profiles, RBAC, authentication, API tokens, preferences
|
||
|
||
### Productivity (7 features)
|
||
Command palette, keyboard shortcuts, quick search, activity feed, email notifications, toast notifications, weekly summaries
|
||
|
||
### User Experience & Interface (12 features)
|
||
Enterprise-grade tables, enhanced search, interactive charts, unified component library, form UX enhancements, breadcrumb navigation, recently viewed & favorites, enhanced empty states, loading states, interactive onboarding, PWA capabilities, accessibility features
|
||
|
||
### Administration (10 features)
|
||
Admin dashboard, system settings, user management, backup/restore, logo/branding, PDF layout, email configuration, telemetry, audit logs, OIDC/SSO
|
||
|
||
### Integration & API (6 features)
|
||
REST API, API endpoints, authentication, documentation, import, export
|
||
|
||
### Technical (9 features)
|
||
Docker, database support, HTTPS, monitoring, i18n, PWA, responsive design, real-time, performance
|
||
|
||
---
|
||
|
||
## Total Feature Count
|
||
|
||
**140+ Features** across 14 major categories
|
||
|
||
---
|
||
|
||
## Getting Started with Features
|
||
|
||
### For New Users
|
||
1. Start with **Time Tracking** - Learn to track your time
|
||
2. Create **Projects** - Organize your work
|
||
3. Set up **Clients** - Manage your relationships
|
||
4. Generate **Invoices** - Bill for your time
|
||
5. Explore **Reports** - Understand your productivity
|
||
|
||
### For Teams
|
||
1. Set up **User Management** - Add team members
|
||
2. Configure **Permissions** - Control access
|
||
3. Use **Task Management** - Assign and track work
|
||
4. Monitor **Analytics** - Track team performance
|
||
5. Set **Budget Alerts** - Manage project budgets
|
||
|
||
### For Administrators
|
||
1. Configure **System Settings** - Customize the application
|
||
2. Set up **Email** - Enable notifications
|
||
3. Configure **Backups** - Protect your data
|
||
4. Set up **HTTPS** - Secure your installation
|
||
5. Enable **Monitoring** - Track system health
|
||
|
||
---
|
||
|
||
## Related Documentation
|
||
|
||
- [Getting Started Guide](GETTING_STARTED.md)
|
||
- [Installation Guide](DOCKER_COMPOSE_SETUP.md)
|
||
- [API Documentation](REST_API.md)
|
||
- [Task Management](TASK_MANAGEMENT_README.md)
|
||
- [Invoice System](INVOICE_FEATURE_README.md)
|
||
- [Client Management](CLIENT_MANAGEMENT_README.md)
|
||
- [Expense Tracking](EXPENSE_TRACKING.md)
|
||
- [Payment Tracking](PAYMENT_TRACKING.md)
|
||
- [Budget Alerts](BUDGET_ALERTS_AND_FORECASTING.md)
|
||
- [Weekly Goals](WEEKLY_TIME_GOALS.md)
|
||
- [Advanced Permissions](ADVANCED_PERMISSIONS.md)
|
||
- [Layout & UX Improvements](features/LAYOUT_IMPROVEMENTS_COMPLETE.md) 🆕
|
||
- [High-Impact Features](implementation-notes/HIGH_IMPACT_SUMMARY.md) 🆕
|
||
- [UX Implementation Summary](implementation-notes/IMPLEMENTATION_COMPLETE_SUMMARY.md) 🆕
|
||
|
||
---
|
||
|
||
**Note:** This document is maintained to reflect all current features. For the most up-to-date feature list, refer to the main [README.md](../README.md) and individual feature documentation files.
|
||
|