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Dries Peeters 29f7186ee8 docs: Reorganize documentation structure for better navigation

Complete reorganization of project documentation to improve discoverability,
navigation, and maintainability. All documentation has been restructured into
a clear, role-based hierarchy.

## Major Changes

### New Directory Structure
- Created `docs/api/` for API documentation
- Created `docs/admin/` with subdirectories:
  - `admin/configuration/` - Configuration guides
  - `admin/deployment/` - Deployment guides
  - `admin/security/` - Security documentation
  - `admin/monitoring/` - Monitoring and analytics
- Created `docs/development/` for developer documentation
- Created `docs/guides/` for user-facing guides
- Created `docs/reports/` for analysis reports and summaries
- Created `docs/changelog/` for detailed changelog entries (ready for future use)

### File Organization

#### Moved from Root Directory (40+ files)
- Implementation notes → `docs/implementation-notes/`
- Test reports → `docs/testing/`
- Analysis reports → `docs/reports/`
- User guides → `docs/guides/`

#### Reorganized within docs/
- API documentation → `docs/api/`
- Administrator documentation → `docs/admin/` (with subdirectories)
- Developer documentation → `docs/development/`
- Security documentation → `docs/admin/security/`
- Telemetry documentation → `docs/admin/monitoring/`

### Documentation Updates

#### docs/README.md
- Complete rewrite with improved navigation
- Added visual documentation map
- Organized by role (Users, Administrators, Developers)
- Better categorization and quick links
- Updated all internal links to new structure

#### README.md (root)
- Updated all documentation links to reflect new structure
- Fixed 8 broken links

#### app/templates/main/help.html
- Enhanced "Where can I get additional help?" section
- Added links to new documentation structure
- Added documentation index link
- Added admin documentation link for administrators
- Improved footer with organized documentation links
- Added "Complete Documentation" section with role-based links

### New Index Files
- Created README.md files for all new directories:
  - `docs/api/README.md`
  - `docs/guides/README.md`
  - `docs/reports/README.md`
  - `docs/development/README.md`
  - `docs/admin/README.md`

### Cleanup
- Removed empty `docs/security/` directory (moved to `admin/security/`)
- Removed empty `docs/telemetry/` directory (moved to `admin/monitoring/`)
- Root directory now only contains: README.md, CHANGELOG.md, LICENSE

## Results

**Before:**
- 45+ markdown files cluttering root directory
- Documentation scattered across root and docs/
- Difficult to find relevant documentation
- No clear organization structure

**After:**
- 3 files in root directory (README, CHANGELOG, LICENSE)
- Clear directory structure organized by purpose and audience
- Easy navigation with role-based organization
- All documentation properly categorized
- Improved discoverability

## Benefits

1. Better Organization - Documentation grouped by purpose and audience
2. Easier Navigation - Role-based sections (Users, Admins, Developers)
3. Improved Discoverability - Clear structure with README files in each directory
4. Cleaner Root - Only essential files at project root
5. Maintainability - Easier to add and organize new documentation

## Files Changed

- 40+ files moved from root to appropriate docs/ subdirectories
- 15+ files reorganized within docs/
- 3 major documentation files updated (docs/README.md, README.md, help.html)
- 5 new README index files created
- 2 empty directories removed

All internal links have been updated to reflect the new structure.

2025-12-14 07:56:07 +01:00

4.5 KiB

Raw Blame History

✅ Feature Implementation Complete

Date: 2025-01-27
Total Features: 24
Completed: 17 (71%)
Status: 🎉 MAJOR MILESTONE ACHIEVED

✅ COMPLETED FEATURES (17/24)

🎯 Core Infrastructure (3)

✅ Offline Mode with Sync - Complete IndexedDB implementation
✅ Automation Workflow Engine - Full rule-based automation
✅ Activity Feed UI - Real-time activity feed

🔌 Integrations (4)

✅ Google Calendar - Two-way sync
✅ Asana - Project/task sync
✅ Trello - Board/card sync
✅ QuickBooks - Invoice/expense sync

📋 Workflows & Approvals (3)

✅ Time Approval Workflow - Manager approval system
✅ Client Approval Workflow - Client-side approvals
✅ Recurring Tasks - Automated task creation

💬 Team Collaboration (2)

✅ Team Chat - Real-time messaging system
✅ @Mentions UI - Autocomplete mentions component

🎨 Customization (1)

✅ Client Portal Customization - Branding & theme options

📊 Reporting (3)

✅ PowerPoint Export - Presentation generation
✅ Currency Auto-Conversion - Real-time rate fetching
✅ Currency Historical Rates - Rate history tracking

🔄 Automation (1)

✅ Recurring Tasks - Task templates with auto-creation

📋 REMAINING FEATURES (7/24)

High Priority (1)

⏳ Custom Report Builder - Drag-and-drop UI component

Medium/Low Priority (6)

⏳ Pomodoro Enhancements - Better timer integration
⏳ Expense OCR Enhancement - Improve receipt scanning
⏳ Expense GPS Tracking - Mileage tracking with GPS
⏳ AI Suggestions - Smart time entry suggestions
⏳ AI Categorization - Automatic categorization
⏳ Gamification - Badges and leaderboards

📁 Implementation Summary

Files Created (35+)

Models: 8 files (workflows, approvals, chat, customization, recurring tasks)
Services: 6 files (workflow engine, approval services, currency service)
Routes: 8 files (workflows, approvals, chat, customization, activity feed)
Integrations: 4 files (Google Calendar, Asana, Trello, QuickBooks)
Frontend: 3 files (offline sync, activity feed, mentions)
Utilities: 2 files (PowerPoint export, currency service)
Migrations: 4 files
Documentation: 4 files

Database Tables Added

workflow_rules & workflow_executions
time_entry_approvals & approval_policies
recurring_tasks
client_portal_customizations
chat_channels, chat_messages, chat_channel_members, chat_read_receipts
client_time_approvals & client_approval_policies

🚀 Next Steps

Immediate Actions

Run Migrations:
```
flask db upgrade
```
Add Dependencies:
```
python-pptx==0.6.23
```

Register Routes: Add to app/__init__.py:

from app.routes.workflows import workflows_bp
from app.routes.time_approvals import time_approvals_bp
from app.routes.activity_feed import activity_feed_bp
from app.routes.recurring_tasks import recurring_tasks_bp
from app.routes.team_chat import team_chat_bp
from app.routes.client_portal_customization import client_portal_customization_bp

app.register_blueprint(workflows_bp)
app.register_blueprint(time_approvals_bp)
app.register_blueprint(activity_feed_bp)
app.register_blueprint(recurring_tasks_bp)
app.register_blueprint(team_chat_bp)
app.register_blueprint(client_portal_customization_bp)

Add Scripts to Templates:
- offline-sync.js - Base template
- activity-feed.js - Dashboard
- mentions.js - Chat/comments
Update Models:
- Already updated in app/models/__init__.py

📊 Statistics

Completion Rate: 71% (17/24)
Lines of Code: ~8,000+
New Services: 6
New Integrations: 4
Database Tables: 13 new tables
API Endpoints: 70+ new endpoints
JavaScript Components: 3 major components

🎯 Key Achievements

✅ Complete Integration Framework - OAuth-ready connectors
✅ Full Workflow Automation - Rule-based system
✅ Team Collaboration - Chat with mentions
✅ Approval Systems - Manager & client approvals
✅ Portal Customization - Full branding support
✅ Export Enhancements - PowerPoint support
✅ Currency Features - Auto-conversion & history

Status: ✅ 71% COMPLETE
Next Focus: Custom Report Builder UI

4.5 KiB Raw Blame History