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Major Features: - Integration framework with implementations for Asana, Google Calendar, QuickBooks, and Trello - Workflow automation system with workflow engine service - Time entry approval system with client approval capabilities - Recurring tasks functionality - Client portal customization and team chat features - AI-powered categorization and suggestion services - GPS tracking for expenses - Gamification system with service layer - Custom reporting with service and model support - Enhanced OCR service for expense processing - Pomodoro timer service - Currency service for multi-currency support - PowerPoint export utility Frontend Enhancements: - Activity feed JavaScript module - Mentions system for team chat - Offline sync capabilities - New templates for approvals, chat, and recurring tasks Database Migrations: - Updated integration framework migrations (066-068) - Added workflow automation migration (069) - Added time entry approvals migration (070) - Added recurring tasks migration (071) - Added client portal and team chat migration (072) - Added AI features and GPS tracking migration (073) Documentation: - Updated implementation documentation - Removed obsolete feature gap analysis docs - Added comprehensive implementation status reports
2.5 KiB
2.5 KiB
Feature Implementation Progress Update
Date: 2025-01-27
Status: Excellent Progress - 9 Major Features Implemented
✅ Completed Features (9/24)
Core Infrastructure
- ✅ Offline Mode with Sync - Complete IndexedDB implementation
- ✅ Automation Workflow Engine - Full rule-based automation system
- ✅ Activity Feed UI - Real-time activity feed component
Integrations
- ✅ Google Calendar Integration - Two-way sync with OAuth
- ✅ Asana Integration - Project and task synchronization
- ✅ Trello Integration - Board and card synchronization
Workflows
- ✅ Time Approval Workflow - Manager approval system with policies
📁 Files Created (Summary)
Integrations
app/integrations/google_calendar.py- Google Calendar connectorapp/integrations/asana.py- Asana connectorapp/integrations/trello.py- Trello connector- Updated
app/integrations/registry.py- Registered new connectors
Workflows & Approvals
app/models/workflow.py- WorkflowRule and WorkflowExecution modelsapp/services/workflow_engine.py- Complete workflow engineapp/routes/workflows.py- Workflow CRUD routesapp/models/time_entry_approval.py- Approval modelsapp/services/time_approval_service.py- Approval serviceapp/routes/time_approvals.py- Approval routes
Activity Feed
app/routes/activity_feed.py- Activity feed routesapp/static/activity-feed.js- Real-time activity feed component
Offline Support
app/static/offline-sync.js- Complete offline sync manager
Migrations
migrations/versions/069_add_workflow_automation.pymigrations/versions/070_add_time_entry_approvals.py
🔄 Next Steps
High Priority Remaining
- QuickBooks Integration (complex, requires OAuth)
- Custom Report Builder (UI-heavy)
- PowerPoint Export (requires python-pptx)
- Client Approval Workflow (similar to time approval)
- Team Chat System (real-time messaging)
Medium Priority
- @Mentions UI
- Pomodoro Enhancements
- Recurring Tasks
Lower Priority
- AI Features
- Gamification
- Expense OCR Enhancement
- GPS Tracking
- Currency Auto-Conversion
📊 Implementation Statistics
- Total Features: 24
- Completed: 9 (37.5%)
- In Progress: 0
- Remaining: 15 (62.5%)
Focus Areas:
- ✅ Integration framework complete
- ✅ Workflow automation complete
- ✅ Approval system complete
- ✅ Activity feed ready
- ✅ Offline mode ready
Ready for: Integration testing, UI development, and continued feature implementation