Files
TimeTracker/migrations
Dries Peeters a02fec04c8 feat: Add comprehensive expense tracking system
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.
2025-10-24 10:42:51 +02:00
..

Database Migrations with Flask-Migrate

This directory contains the database migration system for TimeTracker, now standardized on Flask-Migrate with proper versioning.

Overview

The migration system has been updated from custom Python scripts to use Flask-Migrate, which provides:

  • Standardized migrations using Alembic
  • Version tracking for all database changes
  • Rollback capabilities to previous versions
  • Automatic schema detection from SQLAlchemy models
  • Cross-database compatibility (PostgreSQL, SQLite)

Quick Start

1. Initialize Migrations (First Time Only)

flask db init

2. Create Your First Migration

flask db migrate -m "Initial database schema"

3. Apply Migrations

flask db upgrade

Migration Commands

Basic Commands

  • flask db init - Initialize migrations directory
  • flask db migrate -m "Description" - Create a new migration
  • flask db upgrade - Apply pending migrations
  • flask db downgrade - Rollback last migration
  • flask db current - Show current migration version
  • flask db history - Show migration history

Advanced Commands

  • flask db show <revision> - Show specific migration details
  • flask db stamp <revision> - Mark database as being at specific revision
  • flask db heads - Show current heads (for branched migrations)

Migration Workflow

1. Make Model Changes

Edit your SQLAlchemy models in app/models/:

# Example: Add a new column
class User(db.Model):
    # ... existing fields ...
    phone_number = db.Column(db.String(20), nullable=True)

2. Generate Migration

flask db migrate -m "Add phone number to users"

3. Review Generated Migration

Check the generated migration file in migrations/versions/:

def upgrade():
    op.add_column('users', sa.Column('phone_number', sa.String(length=20), nullable=True))

def downgrade():
    op.drop_column('users', 'phone_number')

4. Apply Migration

flask db upgrade

5. Verify Changes

Check the migration status:

flask db current

Migration Files Structure

migrations/
├── versions/           # Migration files
│   ├── 001_initial_schema.py
│   ├── 002_add_phone_number.py
│   └── ...
├── env.py             # Migration environment
├── script.py.mako     # Migration template
├── alembic.ini        # Alembic configuration
└── README.md          # This file

Transition from Old System

If you're migrating from the old custom migration system:

1. Backup Your Database

# PostgreSQL
pg_dump --format=custom --dbname="$DATABASE_URL" --file=backup_$(date +%Y%m%d_%H%M%S).dump

# SQLite
cp instance/timetracker.db backup_timetracker_$(date +%Y%m%d_%H%M%S).db

2. Use Migration Management Script

python migrations/manage_migrations.py

3. Or Manual Migration

# Initialize Flask-Migrate
flask db init

# Create initial migration (captures current schema)
flask db migrate -m "Initial schema from existing database"

# Apply migration
flask db upgrade

Best Practices

1. Migration Naming

Use descriptive names for migrations:

flask db migrate -m "Add user profile fields"
flask db migrate -m "Create project categories table"
flask db migrate -m "Add invoice payment tracking"

2. Testing Migrations

Always test migrations on a copy of your production data:

# Test upgrade
flask db upgrade

# Test downgrade
flask db downgrade

# Verify data integrity

3. Backup Before Migrations

# Always backup before major migrations
flask db backup  # Custom command
# or
pg_dump --format=custom --dbname="$DATABASE_URL" --file=pre_migration_backup.dump

4. Review Generated Code

Always review auto-generated migrations before applying:

  • Check the upgrade() function
  • Verify the downgrade() function
  • Ensure data types and constraints are correct

Troubleshooting

Common Issues

1. Migration Already Applied

# Check current status
flask db current

# If migration is already applied, stamp the database
flask db stamp <revision>

2. Migration Conflicts

# Show migration heads
flask db heads

# Merge branches if needed
flask db merge -m "Merge migration branches" <revision1> <revision2>

3. Database Out of Sync

# Check migration history
flask db history

# Reset to specific revision
flask db stamp <revision>

4. Model Import Errors

Ensure all models are imported in your application:

# In app/__init__.py or similar
from app.models import User, Project, TimeEntry, Task, Settings, Invoice, Client

Getting Help

  1. Check the migration status: flask db current
  2. Review migration history: flask db history
  3. Check Alembic logs for detailed error messages
  4. Verify database connection and permissions

Advanced Features

Custom Migration Operations

You can add custom operations in your migrations:

def upgrade():
    # Custom data migration
    op.execute("UPDATE users SET role = 'user' WHERE role IS NULL")
    
    # Custom table operations
    op.create_index('custom_idx', 'table_name', ['column_name'])

Data Migrations

For complex data migrations, use the op.execute() method:

def upgrade():
    # Migrate existing data
    op.execute("""
        INSERT INTO new_table (id, name)
        SELECT id, name FROM old_table
    """)

Conditional Migrations

Handle different database types:

def upgrade():
    # PostgreSQL-specific operations
    if op.get_bind().dialect.name == 'postgresql':
        op.execute('CREATE EXTENSION IF NOT EXISTS "uuid-ossp"')

Environment Variables

Ensure these environment variables are set:

export FLASK_APP=app.py
export DATABASE_URL="postgresql://user:pass@localhost/dbname"
# or
export DATABASE_URL="sqlite:///instance/timetracker.db"

CI/CD Integration

For automated deployments, include migration steps:

# Example GitHub Actions step
- name: Run database migrations
  run: |
    flask db upgrade
  env:
    DATABASE_URL: ${{ secrets.DATABASE_URL }}

Support

For migration-related issues:

  1. Check this README
  2. Review Flask-Migrate documentation: https://flask-migrate.readthedocs.io/
  3. Check Alembic documentation: https://alembic.sqlalchemy.org/
  4. Review generated migration files for errors