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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
5.0 KiB
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 modelsapp/services/workflow_engine.py- Complete workflow engineapp/routes/workflows.py- Full CRUD API routesmigrations/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:
- Run migration:
flask db upgrade - Register workflow routes in
app/__init__.py - Create UI templates for workflow builder
- 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
- Call
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:
- Configure Google OAuth credentials in settings
- Update calendar routes to use new connector
- Add sync scheduling (background jobs)
- Test OAuth flow
Configuration Required:
GOOGLE_CLIENT_ID=your_client_id
GOOGLE_CLIENT_SECRET=your_client_secret
📋 Remaining Features (Prioritized)
High Priority
- Asana Integration - Similar to Google Calendar connector
- Trello Integration - Similar pattern
- QuickBooks Integration - More complex, requires QuickBooks API
- Time Approval Workflow - Manager approval system
- Client Approval Workflow - Client-side approval
Medium Priority
- Custom Report Builder - Drag-and-drop UI component
- PowerPoint Export - Use python-pptx library
- Team Chat - Real-time messaging system
- Activity Feed UI - Display Activity model data
- @Mentions UI - Enhance existing comments
Lower Priority
- AI Features - Requires ML/AI service integration
- Gamification - Badges and leaderboards
- Expense OCR Enhancement - Improve pytesseract usage
- GPS Tracking - Browser geolocation API
- Recurring Tasks - Similar to recurring invoices
- 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
- Complete UI templates for workflows
- Integrate workflow triggers
- Add Asana/Trello integrations
- Implement time approval workflow
- Create custom report builder
Total Features Implemented: 3/24
Foundation Complete: ✅
Ready for UI Development: ✅