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Dries Peeters a50a4ebf2e docs: sync CHANGELOG and implementation status; add CODEBASE_AUDIT

- CHANGELOG: document offline queue replay, inventory scopes, client portal
  reports (date range + CSV), Jira webhook verification; activity feed date
  validation, PEPPOL exception handling, settings redirect, doc sync
- CLIENT_FEATURES_IMPLEMENTATION_STATUS: report date range and CSV export
  marked as implemented
- INCOMPLETE_IMPLEMENTATIONS_ANALYSIS: add Verified 2026-03-16 for webhooks,
  issues permissions, search API, offline queue, error handling
- Add CODEBASE_AUDIT.md with gap analysis and fixed/remaining items

2026-03-16 16:44:31 +01:00

3.3 KiB

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Client Features Implementation Status

Date: 2026-03-16
Status: Client portal upgrade complete — dashboard customization, reports, activity feed, real-time updates implemented

✅ Completed

1. Time Entry Approval UI

✅ Routes in client_portal.py
✅ Navigation link with badge
✅ Dashboard widget for pending approvals
✅ Templates: approvals.html, approval_detail.html

2. Quote Approval Workflow

✅ Accept/Reject routes
✅ Quote detail template with action buttons and rejection modal

3. Invoice Payment Links

✅ Payment route, invoice detail "Pay Invoice" button, payment status indicators

4. Dashboard enhancements

✅ Pending approvals widget, quick actions, statistics cards

✅ Model ClientPortalDashboardPreference and migration 140_add_client_portal_dashboard_preferences
✅ GET/POST /client-portal/dashboard/preferences for widget layout
✅ Default layout: stats, pending_actions, projects, invoices, time_entries
✅ "Customize dashboard" UI (modal with checkboxes, save)
✅ Preferences keyed by client_id and optional user_id (portal user)

6. Client-specific reports (first version)

✅ ClientReportService.build_report_data() (in client_report_service.py)
✅ Reports route uses portal data only; includes project progress, invoice/payment summary, task/status summary, time by date (last 30 days), recent entries
✅ Template sections and empty states

7. Project activity feed

✅ ClientActivityFeedService.get_client_activity_feed() — unified feed from Activity (project, time_entry for client projects) and Comment (non-internal only)
✅ Route and template use feed items; correct attributes (action, description, project_name, etc.)

8. Real-time updates (Flask-SocketIO)

✅ Client room: client_portal_{client_id}; join/leave handlers in api.py
✅ Auth: only session with client_portal_id or _user_id (portal user) can join
✅ Emit client_notification when a ClientNotification is created
✅ Emit client_approval_update when approval is requested or approved/rejected
✅ Client portal base template: SocketIO script, join on connect, toasts on events
✅ Fallback: portal works without WebSocket; counts refresh on next load

Tests added

Dashboard preferences: GET default, POST then GET persistence, reject invalid widget_ids, require auth
Reports visibility: report data only for authenticated client; other client’s projects not in page
Activity feed: require auth, returns feed items; service returns only client’s project activities
SocketIO: _get_client_id_from_session for client_portal_id and _user_id; create_notification emits to correct room (mocked)

Optional / future (Phase 2)

Per-contact preferences (when contact-based login exists)
Report date range and CSV export: implemented (query param ?days=1–365, ?format=csv). PDF export and saved report params remain future.
Activity: log quote/invoice events; optional visible_to_client on Activity
Real-time activity feed live updates
New widget types (e.g. documents, deadlines); admin-defined default layouts

Last Updated: 2026-03-16
Progress: Client portal upgrade complete for dashboard customization, reports, activity feed, and real-time updates.

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