Files
TimeTracker/IMPLEMENTATION_SUMMARY.md
Dries Peeters 8585b097e0 feat: Add comprehensive feature implementation including integrations, workflows, approvals, and AI features
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
2025-11-28 22:39:04 +01:00

5.0 KiB

Feature Implementation Summary

Date: 2025-01-27
Status: Foundation Complete, Ready for Continued Development

Completed Implementations

1. Offline Mode with Sync

Status: Complete
Files:

  • app/static/offline-sync.js - Full offline sync manager

Features Implemented:

  • IndexedDB storage for time entries, tasks, projects
  • Sync queue management
  • Automatic sync when connection restored
  • Conflict resolution framework
  • UI indicators for offline status
  • Background sync via Service Worker
  • Pending sync count tracking

Integration Required:

  • Add <script src="{{ url_for('static', filename='offline-sync.js') }}"></script> to base template
  • Add offline indicator UI element
  • Integrate offlineSyncManager.createTimeEntryOffline() into time entry forms

2. Automation Workflow Engine

Status: Complete (Backend)
Files:

  • app/models/workflow.py - WorkflowRule and WorkflowExecution models
  • app/services/workflow_engine.py - Complete workflow engine
  • app/routes/workflows.py - Full CRUD API routes
  • migrations/versions/069_add_workflow_automation.py - Database migration

Features Implemented:

  • Rule-based automation system
  • 8 trigger types (task status, time logged, deadlines, etc.)
  • 8 action types (log time, notifications, status updates, etc.)
  • Template variable resolution ({{task.name}})
  • Execution logging and history
  • Priority-based rule execution
  • REST API endpoints

Next Steps:

  1. Run migration: flask db upgrade
  2. Register workflow routes in app/__init__.py
  3. Create UI templates for workflow builder
  4. Integrate workflow triggers into existing code:
    • Call WorkflowEngine.trigger_event() when tasks change status
    • Call WorkflowEngine.trigger_event() when time entries are created
    • Add triggers for deadlines and budget thresholds

Integration Points:

# In task status change handler:
from app.services.workflow_engine import WorkflowEngine

WorkflowEngine.trigger_event('task_status_change', {
    'data': {
        'task_id': task.id,
        'old_status': old_status,
        'new_status': task.status,
        'task': task.to_dict(),
        'user_id': current_user.id
    }
})

3. Google Calendar Integration

Status: Complete
Files:

  • app/integrations/google_calendar.py - Full Google Calendar connector
  • Updated app/integrations/registry.py - Registered connector

Features Implemented:

  • OAuth 2.0 authentication
  • Two-way calendar sync
  • Time entry to calendar event conversion
  • Calendar event updates
  • Multiple calendar support
  • Configurable sync direction

Next Steps:

  1. Configure Google OAuth credentials in settings
  2. Update calendar routes to use new connector
  3. Add sync scheduling (background jobs)
  4. Test OAuth flow

Configuration Required:

GOOGLE_CLIENT_ID=your_client_id
GOOGLE_CLIENT_SECRET=your_client_secret

📋 Remaining Features (Prioritized)

High Priority

  1. Asana Integration - Similar to Google Calendar connector
  2. Trello Integration - Similar pattern
  3. QuickBooks Integration - More complex, requires QuickBooks API
  4. Time Approval Workflow - Manager approval system
  5. Client Approval Workflow - Client-side approval

Medium Priority

  1. Custom Report Builder - Drag-and-drop UI component
  2. PowerPoint Export - Use python-pptx library
  3. Team Chat - Real-time messaging system
  4. Activity Feed UI - Display Activity model data
  5. @Mentions UI - Enhance existing comments

Lower Priority

  1. AI Features - Requires ML/AI service integration
  2. Gamification - Badges and leaderboards
  3. Expense OCR Enhancement - Improve pytesseract usage
  4. GPS Tracking - Browser geolocation API
  5. Recurring Tasks - Similar to recurring invoices
  6. Currency Auto-Conversion - Exchange rate API integration

🚀 Quick Start Guide

1. Run Migrations

flask db upgrade

2. Register Workflow Routes

Add to app/__init__.py:

from app.routes.workflows import workflows_bp
app.register_blueprint(workflows_bp)

3. Add Offline Sync to Templates

Add to app/templates/base.html:

<script src="{{ url_for('static', filename='offline-sync.js') }}"></script>
<div id="offline-indicator" class="hidden"></div>

4. Integrate Workflow Triggers

Add workflow triggers to key events:

  • Task status changes
  • Time entry creation
  • Invoice creation/payment
  • Budget threshold reached

📝 Notes

  • All implementations follow existing codebase patterns
  • Database migrations are ready to run
  • Integration framework is extensible
  • Service layer pattern is maintained
  • Error handling and logging included

🔄 Next Session Priorities

  1. Complete UI templates for workflows
  2. Integrate workflow triggers
  3. Add Asana/Trello integrations
  4. Implement time approval workflow
  5. Create custom report builder

Total Features Implemented: 3/24
Foundation Complete:
Ready for UI Development: