Merge branch 'feature/project-finance' of https://github.com/Worklenz/worklenz into feature/project-finance

worklenz-backend/database/migrations/20250115000000-add-recursive-task-estimation.sql

@@ -0,0 +1,228 @@
+-- Migration: Add recursive task estimation functionality
+-- This migration adds a function to calculate recursive task estimation including all subtasks
+-- and modifies the get_task_form_view_model function to include this data
+
+BEGIN;
+
+-- Function to calculate recursive task estimation (including all subtasks)
+CREATE OR REPLACE FUNCTION get_task_recursive_estimation(_task_id UUID) RETURNS JSON
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _result JSON;
+    _has_subtasks BOOLEAN;
+BEGIN
+    -- First check if this task has any subtasks
+    SELECT EXISTS(
+        SELECT 1 FROM tasks 
+        WHERE parent_task_id = _task_id 
+        AND archived = false
+    ) INTO _has_subtasks;
+
+    -- If task has subtasks, calculate recursive estimation excluding parent's own estimation
+    IF _has_subtasks THEN
+        WITH RECURSIVE task_tree AS (
+            -- Start with direct subtasks only (exclude the parent task itself)
+            SELECT 
+                id,
+                parent_task_id,
+                COALESCE(total_minutes, 0) as total_minutes,
+                1 as level  -- Start at level 1 (subtasks)
+            FROM tasks
+            WHERE parent_task_id = _task_id
+            AND archived = false
+
+            UNION ALL
+
+            -- Recursive case: Get all descendant tasks
+            SELECT 
+                t.id,
+                t.parent_task_id,
+                COALESCE(t.total_minutes, 0) as total_minutes,
+                tt.level + 1 as level
+            FROM tasks t
+            INNER JOIN task_tree tt ON t.parent_task_id = tt.id
+            WHERE t.archived = false
+        ),
+        task_counts AS (
+            SELECT 
+                COUNT(*) as sub_tasks_count,
+                SUM(total_minutes) as subtasks_total_minutes  -- Sum all subtask estimations
+            FROM task_tree
+        )
+        SELECT JSON_BUILD_OBJECT(
+            'sub_tasks_count', COALESCE(tc.sub_tasks_count, 0),
+            'own_total_minutes', 0,  -- Always 0 for parent tasks
+            'subtasks_total_minutes', COALESCE(tc.subtasks_total_minutes, 0),
+            'recursive_total_minutes', COALESCE(tc.subtasks_total_minutes, 0),  -- Only subtasks total
+            'recursive_total_hours', FLOOR(COALESCE(tc.subtasks_total_minutes, 0) / 60),
+            'recursive_remaining_minutes', COALESCE(tc.subtasks_total_minutes, 0) % 60
+        )
+        INTO _result
+        FROM task_counts tc;
+    ELSE
+        -- If task has no subtasks, use its own estimation
+        SELECT JSON_BUILD_OBJECT(
+            'sub_tasks_count', 0,
+            'own_total_minutes', COALESCE(total_minutes, 0),
+            'subtasks_total_minutes', 0,
+            'recursive_total_minutes', COALESCE(total_minutes, 0),  -- Use own estimation
+            'recursive_total_hours', FLOOR(COALESCE(total_minutes, 0) / 60),
+            'recursive_remaining_minutes', COALESCE(total_minutes, 0) % 60
+        )
+        INTO _result
+        FROM tasks
+        WHERE id = _task_id;
+    END IF;
+
+    RETURN COALESCE(_result, JSON_BUILD_OBJECT(
+        'sub_tasks_count', 0,
+        'own_total_minutes', 0,
+        'subtasks_total_minutes', 0,
+        'recursive_total_minutes', 0,
+        'recursive_total_hours', 0,
+        'recursive_remaining_minutes', 0
+    ));
+END;
+$$;
+
+-- Update the get_task_form_view_model function to include recursive estimation
+CREATE OR REPLACE FUNCTION public.get_task_form_view_model(_user_id UUID, _team_id UUID, _task_id UUID, _project_id UUID) RETURNS JSON
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _task         JSON;
+    _priorities   JSON;
+    _projects     JSON;
+    _statuses     JSON;
+    _team_members JSON;
+    _assignees    JSON;
+    _phases       JSON;
+BEGIN
+
+    -- Select task info
+    SELECT COALESCE(ROW_TO_JSON(rec), '{}'::JSON)
+    INTO _task
+    FROM (WITH RECURSIVE task_hierarchy AS (
+        -- Base case: Start with the given task
+        SELECT id,
+               parent_task_id,
+               0 AS level
+        FROM tasks
+        WHERE id = _task_id
+
+        UNION ALL
+
+        -- Recursive case: Traverse up to parent tasks
+        SELECT t.id,
+               t.parent_task_id,
+               th.level + 1 AS level
+        FROM tasks t
+                 INNER JOIN task_hierarchy th ON t.id = th.parent_task_id
+        WHERE th.parent_task_id IS NOT NULL)
+          SELECT id,
+                 name,
+                 description,
+                 start_date,
+                 end_date,
+                 done,
+                 total_minutes,
+                 priority_id,
+                 project_id,
+                 created_at,
+                 updated_at,
+                 status_id,
+                 parent_task_id,
+                 sort_order,
+                 (SELECT phase_id FROM task_phase WHERE task_id = tasks.id)                      AS phase_id,
+                 CONCAT((SELECT key FROM projects WHERE id = tasks.project_id), '-', task_no)    AS task_key,
+                 (SELECT start_time
+                  FROM task_timers
+                  WHERE task_id = tasks.id
+                    AND user_id = _user_id)                                                      AS timer_start_time,
+                 parent_task_id IS NOT NULL                                                      AS is_sub_task,
+                 (SELECT COUNT('*')
+                  FROM tasks
+                  WHERE parent_task_id = tasks.id
+                    AND archived IS FALSE)                                                       AS sub_tasks_count,
+                 (SELECT COUNT(*)
+                  FROM tasks_with_status_view tt
+                  WHERE (tt.parent_task_id = tasks.id OR tt.task_id = tasks.id)
+                    AND tt.is_done IS TRUE)
+                                                                                                 AS completed_count,
+                 (SELECT COUNT(*) FROM task_attachments WHERE task_id = tasks.id)                AS attachments_count,
+                 (SELECT COALESCE(ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(r))), '[]'::JSON)
+                  FROM (SELECT task_labels.label_id AS id,
+                               (SELECT name FROM team_labels WHERE id = task_labels.label_id),
+                               (SELECT color_code FROM team_labels WHERE id = task_labels.label_id)
+                        FROM task_labels
+                        WHERE task_id = tasks.id
+                        ORDER BY name) r)                                                        AS labels,
+                 (SELECT color_code
+                  FROM sys_task_status_categories
+                  WHERE id = (SELECT category_id FROM task_statuses WHERE id = tasks.status_id)) AS status_color,
+                 (SELECT COUNT(*) FROM tasks WHERE parent_task_id = _task_id)                    AS sub_tasks_count,
+                 (SELECT name FROM users WHERE id = tasks.reporter_id)                           AS reporter,
+                 (SELECT get_task_assignees(tasks.id))                                           AS assignees,
+                 (SELECT id FROM team_members WHERE user_id = _user_id AND team_id = _team_id)   AS team_member_id,
+                 billable,
+                 schedule_id,
+                 progress_value,
+                 weight,
+                 (SELECT MAX(level) FROM task_hierarchy)                                         AS task_level,
+                 (SELECT get_task_recursive_estimation(tasks.id))                               AS recursive_estimation
+          FROM tasks
+          WHERE id = _task_id) rec;
+
+    SELECT COALESCE(ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(rec))), '[]'::JSON)
+    INTO _priorities
+    FROM (SELECT id, name FROM task_priorities ORDER BY value) rec;
+
+    SELECT COALESCE(ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(rec))), '[]'::JSON)
+    INTO _phases
+    FROM (SELECT id, name FROM project_phases WHERE project_id = _project_id ORDER BY name) rec;
+
+    SELECT COALESCE(ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(rec))), '[]'::JSON)
+    INTO _projects
+    FROM (SELECT id, name
+          FROM projects
+          WHERE team_id = _team_id
+            AND (CASE
+                     WHEN (is_owner(_user_id, _team_id) OR is_admin(_user_id, _team_id) IS TRUE) THEN TRUE
+                     ELSE is_member_of_project(projects.id, _user_id, _team_id) END)
+          ORDER BY name) rec;
+
+    SELECT COALESCE(ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(rec))), '[]'::JSON)
+    INTO _statuses
+    FROM (SELECT id, name FROM task_statuses WHERE project_id = _project_id) rec;
+
+    SELECT COALESCE(ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(rec))), '[]'::JSON)
+    INTO _team_members
+    FROM (SELECT team_members.id,
+                 (SELECT name FROM team_member_info_view WHERE team_member_info_view.team_member_id = team_members.id),
+                 (SELECT email FROM team_member_info_view WHERE team_member_info_view.team_member_id = team_members.id),
+                 (SELECT avatar_url
+                  FROM team_member_info_view
+                  WHERE team_member_info_view.team_member_id = team_members.id)
+          FROM team_members
+                   LEFT JOIN users u ON team_members.user_id = u.id
+          WHERE team_id = _team_id
+            AND team_members.active IS TRUE) rec;
+
+    SELECT get_task_assignees(_task_id) INTO _assignees;
+
+    RETURN JSON_BUILD_OBJECT(
+            'task', _task,
+            'priorities', _priorities,
+            'projects', _projects,
+            'statuses', _statuses,
+            'team_members', _team_members,
+            'assignees', _assignees,
+            'phases', _phases
+           );
+END;
+$$;
+
+COMMIT; 

worklenz-backend/database/migrations/20250423000000-subtask-manual-progress.sql

@@ -603,7 +603,8 @@ BEGIN
                  schedule_id,
                  progress_value,
                  weight,
-                 (SELECT MAX(level) FROM task_hierarchy)                                         AS task_level
+                 (SELECT MAX(level) FROM task_hierarchy)                                         AS task_level,
+                 (SELECT get_task_recursive_estimation(tasks.id))                               AS recursive_estimation
           FROM tasks
           WHERE id = _task_id) rec;
 
@@ -662,6 +663,89 @@ ADD COLUMN IF NOT EXISTS use_manual_progress BOOLEAN DEFAULT FALSE,
 ADD COLUMN IF NOT EXISTS use_weighted_progress BOOLEAN DEFAULT FALSE,
 ADD COLUMN IF NOT EXISTS use_time_progress BOOLEAN DEFAULT FALSE;
 
+-- Function to calculate recursive task estimation (including all subtasks)
+CREATE OR REPLACE FUNCTION get_task_recursive_estimation(_task_id UUID) RETURNS JSON
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _result JSON;
+    _has_subtasks BOOLEAN;
+BEGIN
+    -- First check if this task has any subtasks
+    SELECT EXISTS(
+        SELECT 1 FROM tasks 
+        WHERE parent_task_id = _task_id 
+        AND archived = false
+    ) INTO _has_subtasks;
+
+    -- If task has subtasks, calculate recursive estimation excluding parent's own estimation
+    IF _has_subtasks THEN
+        WITH RECURSIVE task_tree AS (
+            -- Start with direct subtasks only (exclude the parent task itself)
+            SELECT 
+                id,
+                parent_task_id,
+                COALESCE(total_minutes, 0) as total_minutes,
+                1 as level  -- Start at level 1 (subtasks)
+            FROM tasks
+            WHERE parent_task_id = _task_id
+            AND archived = false
+
+            UNION ALL
+
+            -- Recursive case: Get all descendant tasks
+            SELECT 
+                t.id,
+                t.parent_task_id,
+                COALESCE(t.total_minutes, 0) as total_minutes,
+                tt.level + 1 as level
+            FROM tasks t
+            INNER JOIN task_tree tt ON t.parent_task_id = tt.id
+            WHERE t.archived = false
+        ),
+        task_counts AS (
+            SELECT 
+                COUNT(*) as sub_tasks_count,
+                SUM(total_minutes) as subtasks_total_minutes  -- Sum all subtask estimations
+            FROM task_tree
+        )
+        SELECT JSON_BUILD_OBJECT(
+            'sub_tasks_count', COALESCE(tc.sub_tasks_count, 0),
+            'own_total_minutes', 0,  -- Always 0 for parent tasks
+            'subtasks_total_minutes', COALESCE(tc.subtasks_total_minutes, 0),
+            'recursive_total_minutes', COALESCE(tc.subtasks_total_minutes, 0),  -- Only subtasks total
+            'recursive_total_hours', FLOOR(COALESCE(tc.subtasks_total_minutes, 0) / 60),
+            'recursive_remaining_minutes', COALESCE(tc.subtasks_total_minutes, 0) % 60
+        )
+        INTO _result
+        FROM task_counts tc;
+    ELSE
+        -- If task has no subtasks, use its own estimation
+        SELECT JSON_BUILD_OBJECT(
+            'sub_tasks_count', 0,
+            'own_total_minutes', COALESCE(total_minutes, 0),
+            'subtasks_total_minutes', 0,
+            'recursive_total_minutes', COALESCE(total_minutes, 0),  -- Use own estimation
+            'recursive_total_hours', FLOOR(COALESCE(total_minutes, 0) / 60),
+            'recursive_remaining_minutes', COALESCE(total_minutes, 0) % 60
+        )
+        INTO _result
+        FROM tasks
+        WHERE id = _task_id;
+    END IF;
+
+    RETURN COALESCE(_result, JSON_BUILD_OBJECT(
+        'sub_tasks_count', 0,
+        'own_total_minutes', 0,
+        'subtasks_total_minutes', 0,
+        'recursive_total_minutes', 0,
+        'recursive_total_hours', 0,
+        'recursive_remaining_minutes', 0
+    ));
+END;
+$$;
+
 -- Add a trigger to reset manual progress when a task gets a new subtask
 CREATE OR REPLACE FUNCTION reset_parent_task_manual_progress() RETURNS TRIGGER AS
 $$
@@ -677,6 +761,22 @@ BEGIN
 END;
 $$ LANGUAGE plpgsql;
 
+-- Add a trigger to reset parent task estimation when it gets subtasks
+CREATE OR REPLACE FUNCTION reset_parent_task_estimation() RETURNS TRIGGER AS
+$$
+BEGIN
+    -- When a task gets a new subtask (parent_task_id is set), reset the parent's total_minutes to 0
+    -- This ensures parent tasks don't have their own estimation when they have subtasks
+    IF NEW.parent_task_id IS NOT NULL THEN
+        UPDATE tasks 
+        SET total_minutes = 0
+        WHERE id = NEW.parent_task_id 
+        AND total_minutes > 0;
+    END IF;
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
 -- Create the trigger on the tasks table
 DROP TRIGGER IF EXISTS reset_parent_manual_progress_trigger ON tasks;
 CREATE TRIGGER reset_parent_manual_progress_trigger
@@ -684,4 +784,35 @@ AFTER INSERT OR UPDATE OF parent_task_id ON tasks
 FOR EACH ROW
 EXECUTE FUNCTION reset_parent_task_manual_progress();
 
+-- Create the trigger to reset parent task estimation
+DROP TRIGGER IF EXISTS reset_parent_estimation_trigger ON tasks;
+CREATE TRIGGER reset_parent_estimation_trigger
+AFTER INSERT OR UPDATE OF parent_task_id ON tasks
+FOR EACH ROW
+EXECUTE FUNCTION reset_parent_task_estimation();
+
+-- Function to reset all existing parent tasks' estimations to 0
+CREATE OR REPLACE FUNCTION reset_all_parent_task_estimations() RETURNS INTEGER AS
+$$
+DECLARE
+    _updated_count INTEGER;
+BEGIN
+    -- Update all tasks that have subtasks to have 0 estimation
+    UPDATE tasks 
+    SET total_minutes = 0
+    WHERE id IN (
+        SELECT DISTINCT parent_task_id 
+        FROM tasks 
+        WHERE parent_task_id IS NOT NULL 
+        AND archived = false
+    )
+    AND total_minutes > 0
+    AND archived = false;
+    
+    GET DIAGNOSTICS _updated_count = ROW_COUNT;
+    
+    RETURN _updated_count;
+END;
+$$ LANGUAGE plpgsql;
+
 COMMIT; 

worklenz-backend/fix-task-hierarchy.sql

@@ -0,0 +1,77 @@
+-- Fix task hierarchy and reset parent estimations
+-- This script ensures proper parent-child relationships and resets parent estimations
+
+-- First, let's see the current task hierarchy
+SELECT 
+    t.id,
+    t.name,
+    t.parent_task_id,
+    t.total_minutes,
+    (SELECT name FROM tasks WHERE id = t.parent_task_id) as parent_name,
+    (SELECT COUNT(*) FROM tasks WHERE parent_task_id = t.id AND archived = false) as actual_subtask_count,
+    t.archived
+FROM tasks t
+WHERE (t.name LIKE '%sub%' OR t.name LIKE '%test task%')
+ORDER BY t.name, t.created_at;
+
+-- Reset all parent task estimations to 0
+-- This ensures parent tasks don't have their own estimation when they have subtasks
+UPDATE tasks 
+SET total_minutes = 0
+WHERE id IN (
+    SELECT DISTINCT parent_task_id 
+    FROM tasks 
+    WHERE parent_task_id IS NOT NULL 
+    AND archived = false
+)
+AND archived = false;
+
+-- Verify the results after the update
+SELECT 
+    t.id,
+    t.name,
+    t.parent_task_id,
+    t.total_minutes as current_estimation,
+    (SELECT name FROM tasks WHERE id = t.parent_task_id) as parent_name,
+    (SELECT COUNT(*) FROM tasks WHERE parent_task_id = t.id AND archived = false) as subtask_count,
+    get_task_recursive_estimation(t.id) as recursive_estimation
+FROM tasks t
+WHERE (t.name LIKE '%sub%' OR t.name LIKE '%test task%')
+AND t.archived = false
+ORDER BY t.name;
+
+-- Show the hierarchy in tree format
+WITH RECURSIVE task_hierarchy AS (
+    -- Top level tasks (no parent)
+    SELECT 
+        id,
+        name,
+        parent_task_id,
+        total_minutes,
+        0 as level,
+        name as path
+    FROM tasks
+    WHERE parent_task_id IS NULL
+    AND (name LIKE '%sub%' OR name LIKE '%test task%')
+    AND archived = false
+    
+    UNION ALL
+    
+    -- Child tasks
+    SELECT 
+        t.id,
+        t.name,
+        t.parent_task_id,
+        t.total_minutes,
+        th.level + 1,
+        th.path || ' > ' || t.name
+    FROM tasks t
+    INNER JOIN task_hierarchy th ON t.parent_task_id = th.id
+    WHERE t.archived = false
+)
+SELECT 
+    REPEAT('  ', level) || name as indented_name,
+    total_minutes,
+    get_task_recursive_estimation(id) as recursive_estimation
+FROM task_hierarchy
+ORDER BY path; 

worklenz-backend/reset-existing-parent-estimations.sql

@@ -0,0 +1,29 @@
+-- Reset all existing parent task estimations to 0
+-- This script updates all tasks that have subtasks to have 0 estimation
+
+UPDATE tasks 
+SET total_minutes = 0
+WHERE id IN (
+    SELECT DISTINCT parent_task_id 
+    FROM tasks 
+    WHERE parent_task_id IS NOT NULL 
+    AND archived = false
+)
+AND total_minutes > 0
+AND archived = false;
+
+-- Show the results
+SELECT 
+    t.id,
+    t.name,
+    t.total_minutes as current_estimation,
+    (SELECT COUNT(*) FROM tasks WHERE parent_task_id = t.id AND archived = false) as subtask_count
+FROM tasks t
+WHERE id IN (
+    SELECT DISTINCT parent_task_id 
+    FROM tasks 
+    WHERE parent_task_id IS NOT NULL 
+    AND archived = false
+)
+AND archived = false
+ORDER BY t.name; 

worklenz-backend/src/controllers/project-finance-controller.ts

@@ -176,12 +176,12 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
           tc.billable,
           tc.fixed_cost,
           tc.sub_tasks_count,
-          -- For parent tasks, sum values from all descendants including self
+          -- For parent tasks, sum values from descendants only (exclude parent task itself)
           CASE 
             WHEN tc.level = 0 AND tc.sub_tasks_count > 0 THEN (
               SELECT SUM(sub_tc.estimated_seconds)
               FROM task_costs sub_tc 
-              WHERE sub_tc.root_id = tc.id
+              WHERE sub_tc.root_id = tc.id AND sub_tc.id != tc.id
             )
             ELSE tc.estimated_seconds
           END as estimated_seconds,
@@ -189,7 +189,7 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
             WHEN tc.level = 0 AND tc.sub_tasks_count > 0 THEN (
               SELECT SUM(sub_tc.total_time_logged_seconds)
               FROM task_costs sub_tc 
-              WHERE sub_tc.root_id = tc.id
+              WHERE sub_tc.root_id = tc.id AND sub_tc.id != tc.id
             )
             ELSE tc.total_time_logged_seconds
           END as total_time_logged_seconds,
@@ -197,7 +197,7 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
             WHEN tc.level = 0 AND tc.sub_tasks_count > 0 THEN (
               SELECT SUM(sub_tc.estimated_cost)
               FROM task_costs sub_tc 
-              WHERE sub_tc.root_id = tc.id
+              WHERE sub_tc.root_id = tc.id AND sub_tc.id != tc.id
             )
             ELSE tc.estimated_cost
           END as estimated_cost,
@@ -205,7 +205,7 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
             WHEN tc.level = 0 AND tc.sub_tasks_count > 0 THEN (
               SELECT SUM(sub_tc.actual_cost_from_logs)
               FROM task_costs sub_tc 
-              WHERE sub_tc.root_id = tc.id
+              WHERE sub_tc.root_id = tc.id AND sub_tc.id != tc.id
             )
             ELSE tc.actual_cost_from_logs
           END as actual_cost_from_logs
@@ -605,9 +605,10 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
       billableCondition = "AND t.billable = false";
     }
 
-    // Get subtasks with their financial data
+    // Get subtasks with their financial data, including recursive aggregation for sub-subtasks
     const q = `
-      WITH task_costs AS (
+      WITH RECURSIVE task_tree AS (
+        -- Get the requested subtasks
         SELECT 
           t.id,
           t.name,
@@ -621,22 +622,47 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
           COALESCE(t.fixed_cost, 0) as fixed_cost,
           COALESCE(t.total_minutes * 60, 0) as estimated_seconds,
           COALESCE((SELECT SUM(time_spent) FROM task_work_log WHERE task_id = t.id), 0) as total_time_logged_seconds,
-          (SELECT COUNT(*) FROM tasks WHERE parent_task_id = t.id AND archived = false) as sub_tasks_count
+          (SELECT COUNT(*) FROM tasks WHERE parent_task_id = t.id AND archived = false) as sub_tasks_count,
+          0 as level,
+          t.id as root_id
         FROM tasks t
         WHERE t.project_id = $1 
           AND t.archived = false
           AND t.parent_task_id = $2
           ${billableCondition}
-      ),
-      task_estimated_costs AS (
+        
+        UNION ALL
+        
+        -- Get all descendant tasks for aggregation
         SELECT 
-          tc.*,
+          t.id,
+          t.name,
+          t.parent_task_id,
+          t.project_id,
+          t.status_id,
+          t.priority_id,
+          (SELECT phase_id FROM task_phase WHERE task_id = t.id) as phase_id,
+          (SELECT get_task_assignees(t.id)) as assignees,
+          t.billable,
+          COALESCE(t.fixed_cost, 0) as fixed_cost,
+          COALESCE(t.total_minutes * 60, 0) as estimated_seconds,
+          COALESCE((SELECT SUM(time_spent) FROM task_work_log WHERE task_id = t.id), 0) as total_time_logged_seconds,
+          0 as sub_tasks_count,
+          tt.level + 1 as level,
+          tt.root_id
+        FROM tasks t
+        INNER JOIN task_tree tt ON t.parent_task_id = tt.id
+        WHERE t.archived = false
+      ),
+      task_costs AS (
+        SELECT 
+          tt.*,
           -- Calculate estimated cost based on estimated hours and assignee rates
           COALESCE((
-            SELECT SUM((tc.estimated_seconds / 3600.0) * COALESCE(fprr.rate, 0))
-            FROM json_array_elements(tc.assignees) AS assignee_json
+            SELECT SUM((tt.estimated_seconds / 3600.0) * COALESCE(fprr.rate, 0))
+            FROM json_array_elements(tt.assignees) AS assignee_json
             LEFT JOIN project_members pm ON pm.team_member_id = (assignee_json->>'team_member_id')::uuid 
-              AND pm.project_id = tc.project_id
+              AND pm.project_id = tt.project_id
             LEFT JOIN finance_project_rate_card_roles fprr ON fprr.id = pm.project_rate_card_role_id
             WHERE assignee_json->>'team_member_id' IS NOT NULL
           ), 0) as estimated_cost,
@@ -646,18 +672,66 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
             FROM task_work_log twl 
             LEFT JOIN users u ON twl.user_id = u.id
             LEFT JOIN team_members tm ON u.id = tm.user_id
-            LEFT JOIN project_members pm ON pm.team_member_id = tm.id AND pm.project_id = tc.project_id
+            LEFT JOIN project_members pm ON pm.team_member_id = tm.id AND pm.project_id = tt.project_id
             LEFT JOIN finance_project_rate_card_roles fprr ON fprr.id = pm.project_rate_card_role_id
-            WHERE twl.task_id = tc.id
+            WHERE twl.task_id = tt.id
           ), 0) as actual_cost_from_logs
+        FROM task_tree tt
+      ),
+      aggregated_tasks AS (
+        SELECT 
+          tc.id,
+          tc.name,
+          tc.parent_task_id,
+          tc.status_id,
+          tc.priority_id,
+          tc.phase_id,
+          tc.assignees,
+          tc.billable,
+          tc.fixed_cost,
+          tc.sub_tasks_count,
+          -- For subtasks that have their own sub-subtasks, sum values from descendants only
+          CASE 
+            WHEN tc.level = 0 AND tc.sub_tasks_count > 0 THEN (
+              SELECT SUM(sub_tc.estimated_seconds)
+              FROM task_costs sub_tc 
+              WHERE sub_tc.root_id = tc.id AND sub_tc.id != tc.id
+            )
+            ELSE tc.estimated_seconds
+          END as estimated_seconds,
+          CASE 
+            WHEN tc.level = 0 AND tc.sub_tasks_count > 0 THEN (
+              SELECT SUM(sub_tc.total_time_logged_seconds)
+              FROM task_costs sub_tc 
+              WHERE sub_tc.root_id = tc.id AND sub_tc.id != tc.id
+            )
+            ELSE tc.total_time_logged_seconds
+          END as total_time_logged_seconds,
+          CASE 
+            WHEN tc.level = 0 AND tc.sub_tasks_count > 0 THEN (
+              SELECT SUM(sub_tc.estimated_cost)
+              FROM task_costs sub_tc 
+              WHERE sub_tc.root_id = tc.id AND sub_tc.id != tc.id
+            )
+            ELSE tc.estimated_cost
+          END as estimated_cost,
+          CASE 
+            WHEN tc.level = 0 AND tc.sub_tasks_count > 0 THEN (
+              SELECT SUM(sub_tc.actual_cost_from_logs)
+              FROM task_costs sub_tc 
+              WHERE sub_tc.root_id = tc.id AND sub_tc.id != tc.id
+            )
+            ELSE tc.actual_cost_from_logs
+          END as actual_cost_from_logs
         FROM task_costs tc
+        WHERE tc.level = 0  -- Only return the requested level (subtasks)
       )
       SELECT 
-        tec.*,
-        (tec.estimated_cost + tec.fixed_cost) as total_budget,
-        (tec.actual_cost_from_logs + tec.fixed_cost) as total_actual,
-        ((tec.actual_cost_from_logs + tec.fixed_cost) - (tec.estimated_cost + tec.fixed_cost)) as variance
-      FROM task_estimated_costs tec;
+        at.*,
+        (at.estimated_cost + at.fixed_cost) as total_budget,
+        (at.actual_cost_from_logs + at.fixed_cost) as total_actual,
+        ((at.actual_cost_from_logs + at.fixed_cost) - (at.estimated_cost + at.fixed_cost)) as variance
+      FROM aggregated_tasks at;
     `;
 
     const result = await db.query(q, [projectId, parentTaskId]);
@@ -860,12 +934,12 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
           tc.billable,
           tc.fixed_cost,
           tc.sub_tasks_count,
-          -- For parent tasks, sum values from all descendants including self
+          -- For parent tasks, sum values from descendants only (exclude parent task itself)
           CASE 
             WHEN tc.level = 0 AND tc.sub_tasks_count > 0 THEN (
               SELECT SUM(sub_tc.estimated_seconds)
               FROM task_costs sub_tc 
-              WHERE sub_tc.root_id = tc.id
+              WHERE sub_tc.root_id = tc.id AND sub_tc.id != tc.id
             )
             ELSE tc.estimated_seconds
           END as estimated_seconds,
@@ -873,7 +947,7 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
             WHEN tc.level = 0 AND tc.sub_tasks_count > 0 THEN (
               SELECT SUM(sub_tc.total_time_logged_seconds)
               FROM task_costs sub_tc 
-              WHERE sub_tc.root_id = tc.id
+              WHERE sub_tc.root_id = tc.id AND sub_tc.id != tc.id
             )
             ELSE tc.total_time_logged_seconds
           END as total_time_logged_seconds,
@@ -881,7 +955,7 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
             WHEN tc.level = 0 AND tc.sub_tasks_count > 0 THEN (
               SELECT SUM(sub_tc.estimated_cost)
               FROM task_costs sub_tc 
-              WHERE sub_tc.root_id = tc.id
+              WHERE sub_tc.root_id = tc.id AND sub_tc.id != tc.id
             )
             ELSE tc.estimated_cost
           END as estimated_cost,
@@ -889,7 +963,7 @@ export default class ProjectfinanceController extends WorklenzControllerBase {
             WHEN tc.level = 0 AND tc.sub_tasks_count > 0 THEN (
               SELECT SUM(sub_tc.actual_cost_from_logs)
               FROM task_costs sub_tc 
-              WHERE sub_tc.root_id = tc.id
+              WHERE sub_tc.root_id = tc.id AND sub_tc.id != tc.id
             )
             ELSE tc.actual_cost_from_logs
           END as actual_cost_from_logs

worklenz-backend/src/controllers/tasks-controller-base.ts

@@ -50,14 +50,17 @@ export default class TasksControllerBase extends WorklenzControllerBase {
       task.progress = parseInt(task.progress_value);
       task.complete_ratio = parseInt(task.progress_value);
     }
-    // For tasks with no subtasks and no manual progress, calculate based on time
+    // For tasks with no subtasks and no manual progress
     else {
-      task.progress = task.total_minutes_spent && task.total_minutes
-        ? ~~(task.total_minutes_spent / task.total_minutes * 100)
-        : 0;
-
-      // Set complete_ratio to match progress
-      task.complete_ratio = task.progress;
+      // Only calculate time-based progress if time-based calculation is enabled for the project
+      if (task.project_use_time_progress && task.total_minutes_spent && task.total_minutes) {
+        task.progress = ~~(task.total_minutes_spent / task.total_minutes * 100);
+        task.complete_ratio = task.progress;
+      } else {
+        // Default to 0% progress for incomplete tasks when time-based calculation is not enabled
+        task.progress = 0;
+        task.complete_ratio = 0;
+      }
     }
 
     // Ensure numeric values
@@ -76,7 +79,31 @@ export default class TasksControllerBase extends WorklenzControllerBase {
     task.is_sub_task = !!task.parent_task_id;
 
     task.time_spent_string = `${task.time_spent.hours}h ${(task.time_spent.minutes)}m`;
-    task.total_time_string = `${~~(task.total_minutes / 60)}h ${(task.total_minutes % 60)}m`;
+    
+    // Use recursive estimation for parent tasks, own estimation for leaf tasks
+    const recursiveEstimation = task.recursive_estimation || {};
+    const hasSubtasks = (task.sub_tasks_count || 0) > 0;
+    
+    let displayMinutes;
+    if (hasSubtasks) {
+      // For parent tasks, use recursive estimation (sum of all subtasks)
+      displayMinutes = recursiveEstimation.recursive_total_minutes || 0;
+    } else {
+      // For leaf tasks, use their own estimation
+      displayMinutes = task.total_minutes || 0;
+    }
+    
+    // Format time string - show "0h" for zero time instead of "0h 0m"
+    const hours = ~~(displayMinutes / 60);
+    const minutes = displayMinutes % 60;
+    
+    if (displayMinutes === 0) {
+      task.total_time_string = "0h";
+    } else if (minutes === 0) {
+      task.total_time_string = `${hours}h`;
+    } else {
+      task.total_time_string = `${hours}h ${minutes}m`;
+    }
 
     task.name_color = getColor(task.name);
     task.priority_color = PriorityColorCodes[task.priority_value] || PriorityColorCodes["0"];

worklenz-backend/src/controllers/tasks-controller-v2.ts

@@ -258,6 +258,7 @@ export default class TasksControllerV2 extends TasksControllerBase {
              (SELECT id FROM task_priorities WHERE id = t.priority_id) AS priority,
              (SELECT value FROM task_priorities WHERE id = t.priority_id) AS priority_value,
              total_minutes,
+             (SELECT get_task_recursive_estimation(t.id)) AS recursive_estimation,
              (SELECT SUM(time_spent) FROM task_work_log WHERE task_id = t.id) AS total_minutes_spent,
              created_at,
              updated_at,

worklenz-backend/src/controllers/tasks-controller.ts

@@ -427,9 +427,24 @@ export default class TasksController extends TasksControllerBase {
 
       task.names = WorklenzControllerBase.createTagList(task.assignees);
 
-      const totalMinutes = task.total_minutes;
-      const hours = Math.floor(totalMinutes / 60);
-      const minutes = totalMinutes % 60;
+      // Use recursive estimation if task has subtasks, otherwise use own estimation
+      const recursiveEstimation = task.recursive_estimation || {};
+      // Check both the recursive estimation count and the actual database count
+      const hasSubtasks = (task.sub_tasks_count || 0) > 0;
+      
+      let totalMinutes, hours, minutes;
+      
+      if (hasSubtasks) {
+        // For parent tasks, use the sum of all subtasks' estimation (excluding parent's own estimation)
+        totalMinutes = recursiveEstimation.recursive_total_minutes || 0;
+        hours = recursiveEstimation.recursive_total_hours || 0;
+        minutes = recursiveEstimation.recursive_remaining_minutes || 0;
+      } else {
+        // For tasks without subtasks, use their own estimation
+        totalMinutes = task.total_minutes || 0;
+        hours = Math.floor(totalMinutes / 60);
+        minutes = totalMinutes % 60;
+      }
 
       task.total_hours = hours;
       task.total_minutes = minutes;
@@ -608,6 +623,18 @@ export default class TasksController extends TasksControllerBase {
     return res.status(200).send(new ServerResponse(true, null));
   }
 
+  @HandleExceptions()
+  public static async resetParentTaskEstimations(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const q = `SELECT reset_all_parent_task_estimations() AS updated_count;`;
+    const result = await db.query(q);
+    const [data] = result.rows;
+    
+    return res.status(200).send(new ServerResponse(true, { 
+      message: `Reset estimation for ${data.updated_count} parent tasks`,
+      updated_count: data.updated_count 
+    }));
+  }
+
   @HandleExceptions()
   public static async bulkAssignMembers(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
     const { tasks, members, project_id } = req.body;

worklenz-backend/src/routes/apis/tasks-api-router.ts

@@ -69,4 +69,7 @@ tasksApiRouter.put("/labels/:id", idParamValidator, safeControllerFunction(Tasks
 // Add custom column value update route
 tasksApiRouter.put("/:taskId/custom-column", TasksControllerV2.updateCustomColumnValue);
 
+// Add route to reset parent task estimations
+tasksApiRouter.post("/reset-parent-estimations", safeControllerFunction(TasksController.resetParentTaskEstimations));
+
 export default tasksApiRouter;

worklenz-frontend/src/components/task-drawer/shared/info-tab/task-details-form.tsx

@@ -82,14 +82,9 @@ const TaskDetailsForm = ({ taskFormViewModel = null, subTasks = [] }: TaskDetail
   const [form] = Form.useForm();
   const { project } = useAppSelector(state => state.projectReducer);
 
-  // Calculate sum of subtasks estimation
-  const subTasksEstimation = subTasks.reduce(
-    (acc, subTask) => ({
-      hours: acc.hours + (subTask.total_hours || 0),
-      minutes: acc.minutes + (subTask.total_minutes || 0)
-    }),
-    { hours: 0, minutes: 0 }
-  );
+  // No need to calculate subtask estimation on frontend anymore
+  // The backend now provides recursive estimation directly in the task data
+  const subTasksEstimation: { hours: number; minutes: number } | undefined = undefined;
 
   useEffect(() => {
     if (!taskFormViewModel) {

worklenz-frontend/src/features/finance/finance-drawer/finance-drawer.tsx

@@ -43,9 +43,11 @@ const FinanceDrawer = () => {
   const themeMode = useAppSelector((state) => state.themeReducer.mode);
 
   const dispatch = useAppDispatch();
-  const currency = useAppSelector(
-    (state) => state.financeReducer.currency
-  ).toUpperCase();
+  
+  // Get project currency from project finances, fallback to finance reducer currency
+  const projectCurrency = useAppSelector((state) => state.projectFinances.project?.currency);
+  const fallbackCurrency = useAppSelector((state) => state.financeReducer.currency);
+  const currency = (projectCurrency || fallbackCurrency || 'USD').toUpperCase();
 
   // function handle drawer close
   const handleClose = () => {
@@ -62,8 +64,8 @@ const FinanceDrawer = () => {
       }
       open={isDrawerOpen}
       onClose={handleClose}
-      destroyOnClose={true}
-      width={480}
+      destroyOnHidden={true}
+      width={640}
     >
       <div>
         {loading ? (
@@ -71,7 +73,71 @@ const FinanceDrawer = () => {
             <Spin size="large" />
           </div>
         ) : (
-          <table
+          <>
+            {/* Task Summary */}
+            {taskBreakdown?.task && (
+              <div style={{ marginBottom: 24, padding: 16, backgroundColor: themeWiseColor('#f9f9f9', '#1a1a1a', themeMode), borderRadius: 8 }}>
+                <Typography.Text strong style={{ fontSize: 16, display: 'block', marginBottom: 12 }}>
+                  Task Overview
+                </Typography.Text>
+                <div style={{ display: 'grid', gridTemplateColumns: 'repeat(auto-fit, minmax(150px, 1fr))', gap: 16 }}>
+                  <div>
+                    <Typography.Text type="secondary" style={{ display: 'block', fontSize: 12 }}>
+                      Estimated Hours
+                    </Typography.Text>
+                    <Typography.Text strong style={{ fontSize: 16 }}>
+                      {taskBreakdown.task.estimated_hours?.toFixed(2) || '0.00'}
+                    </Typography.Text>
+                  </div>
+                  <div>
+                    <Typography.Text type="secondary" style={{ display: 'block', fontSize: 12 }}>
+                      Total Logged Hours
+                    </Typography.Text>
+                    <Typography.Text strong style={{ fontSize: 16 }}>
+                      {taskBreakdown.task.logged_hours?.toFixed(2) || '0.00'}
+                    </Typography.Text>
+                  </div>
+                  <div>
+                    <Typography.Text type="secondary" style={{ display: 'block', fontSize: 12 }}>
+                      Estimated Labor Cost ({currency})
+                    </Typography.Text>
+                    <Typography.Text strong style={{ fontSize: 16 }}>
+                      {taskBreakdown.task.estimated_labor_cost?.toFixed(2) || '0.00'}
+                    </Typography.Text>
+                  </div>
+                  <div>
+                    <Typography.Text type="secondary" style={{ display: 'block', fontSize: 12 }}>
+                      Actual Labor Cost ({currency})
+                    </Typography.Text>
+                    <Typography.Text strong style={{ fontSize: 16 }}>
+                      {taskBreakdown.task.actual_labor_cost?.toFixed(2) || '0.00'}
+                    </Typography.Text>
+                  </div>
+                  <div>
+                    <Typography.Text type="secondary" style={{ display: 'block', fontSize: 12 }}>
+                      Fixed Cost ({currency})
+                    </Typography.Text>
+                    <Typography.Text strong style={{ fontSize: 16 }}>
+                      {taskBreakdown.task.fixed_cost?.toFixed(2) || '0.00'}
+                    </Typography.Text>
+                  </div>
+                  <div>
+                    <Typography.Text type="secondary" style={{ display: 'block', fontSize: 12 }}>
+                      Total Actual Cost ({currency})
+                    </Typography.Text>
+                    <Typography.Text strong style={{ fontSize: 16 }}>
+                      {taskBreakdown.task.total_actual_cost?.toFixed(2) || '0.00'}
+                    </Typography.Text>
+                  </div>
+                </div>
+              </div>
+            )}
+
+            {/* Member Breakdown Table */}
+            <Typography.Text strong style={{ fontSize: 14, display: 'block', marginBottom: 12 }}>
+              Member Time Logs & Costs
+            </Typography.Text>
+            <table
             style={{
               width: '100%',
               borderCollapse: 'collapse',
@@ -94,14 +160,8 @@ const FinanceDrawer = () => {
                     textAlign: 'left',
                     padding: 8,
                   }}
-                ></th>
-                <th
-                  style={{
-                    textAlign: 'right',
-                    padding: 8,
-                  }}
                 >
-                  {t('labourHoursColumn')}
+                  Role / Member
                 </th>
                 <th
                   style={{
@@ -109,7 +169,23 @@ const FinanceDrawer = () => {
                     padding: 8,
                   }}
                 >
-                  {t('costColumn')} ({currency})
+                  Logged Hours
+                </th>
+                <th
+                  style={{
+                    textAlign: 'right',
+                    padding: 8,
+                  }}
+                >
+                  Hourly Rate ({currency})
+                </th>
+                <th
+                  style={{
+                    textAlign: 'right',
+                    padding: 8,
+                  }}
+                >
+                  Actual Cost ({currency})
                 </th>
               </tr>
             </thead>
@@ -129,22 +205,34 @@ const FinanceDrawer = () => {
                     }}
                     className="border-b-[1px] font-semibold"
                   >
-                    <td style={{ padding: 8 }}>{group.jobRole}</td>
+                    <td style={{ padding: 8, fontWeight: 'bold' }}>{group.jobRole}</td>
                     <td
                       style={{
                         textAlign: 'right',
                         padding: 8,
+                        fontWeight: 'bold',
                       }}
                     >
-                      {group.estimated_hours?.toFixed(2) || '0.00'}
+                      {group.logged_hours?.toFixed(2) || '0.00'}
                     </td>
                     <td
                       style={{
                         textAlign: 'right',
                         padding: 8,
+                        fontWeight: 'bold',
+                        color: '#999',
                       }}
                     >
-                      {group.estimated_cost?.toFixed(2) || '0.00'}
+                      -
+                    </td>
+                    <td
+                      style={{
+                        textAlign: 'right',
+                        padding: 8,
+                        fontWeight: 'bold',
+                      }}
+                    >
+                      {group.actual_cost?.toFixed(2) || '0.00'}
                     </td>
                   </tr>
                   {/* Member Rows */}
@@ -168,7 +256,7 @@ const FinanceDrawer = () => {
                           padding: 8,
                         }}
                       >
-                        {member.estimated_hours?.toFixed(2) || '0.00'}
+                        {member.logged_hours?.toFixed(2) || '0.00'}
                       </td>
                       <td
                         style={{
@@ -176,7 +264,15 @@ const FinanceDrawer = () => {
                           padding: 8,
                         }}
                       >
-                        {member.estimated_cost?.toFixed(2) || '0.00'}
+                        {member.hourly_rate?.toFixed(2) || '0.00'}
+                      </td>
+                      <td
+                        style={{
+                          textAlign: 'right',
+                          padding: 8,
+                        }}
+                      >
+                        {member.actual_cost?.toFixed(2) || '0.00'}
                       </td>
                     </tr>
                   ))}
@@ -184,6 +280,7 @@ const FinanceDrawer = () => {
               ))}
             </tbody>
           </table>
+          </>
         )}
       </div>
     </Drawer>

worklenz-frontend/src/features/finance/ratecard-drawer/import-ratecards-drawer.tsx

@@ -22,9 +22,10 @@ const ImportRatecardsDrawer: React.FC = () => {
   const isDrawerOpen = useAppSelector(
     (state) => state.financeReducer.isImportRatecardsDrawerOpen
   );
-  const currency = useAppSelector(
-    (state) => state.financeReducer.currency
-  ).toUpperCase();
+  // Get project currency from project finances, fallback to finance reducer currency
+  const projectCurrency = useAppSelector((state) => state.projectFinances.project?.currency);
+  const fallbackCurrency = useAppSelector((state) => state.financeReducer.currency);
+  const currency = (projectCurrency || fallbackCurrency || 'USD').toUpperCase();
 
   const rolesRedux = useAppSelector((state) => state.projectFinanceRateCard.rateCardRoles) || [];
 

worklenz-frontend/src/features/projects/finance/project-finance.slice.ts

@@ -122,53 +122,109 @@ export const projectFinancesSlice = createSlice({
     updateTaskFixedCost: (state, action: PayloadAction<{ taskId: string; groupId: string; fixedCost: number }>) => {
       const { taskId, groupId, fixedCost } = action.payload;
       const group = state.taskGroups.find(g => g.group_id === groupId);
+      
       if (group) {
-        const task = group.tasks.find(t => t.id === taskId);
-        if (task) {
-          task.fixed_cost = fixedCost;
-          // Don't recalculate here - let the backend handle it and we'll refresh
-        }
+        // Recursive function to find and update a task in the hierarchy
+        const findAndUpdateTask = (tasks: IProjectFinanceTask[], targetId: string): boolean => {
+          for (const task of tasks) {
+            if (task.id === targetId) {
+              task.fixed_cost = fixedCost;
+              // Don't recalculate here - let the backend handle it and we'll refresh
+              return true;
+            }
+            
+            // Search in subtasks recursively
+            if (task.sub_tasks && findAndUpdateTask(task.sub_tasks, targetId)) {
+              return true;
+            }
+          }
+          return false;
+        };
+        
+        findAndUpdateTask(group.tasks, taskId);
       }
     },
     updateTaskEstimatedCost: (state, action: PayloadAction<{ taskId: string; groupId: string; estimatedCost: number }>) => {
       const { taskId, groupId, estimatedCost } = action.payload;
       const group = state.taskGroups.find(g => g.group_id === groupId);
+      
       if (group) {
-        const task = group.tasks.find(t => t.id === taskId);
-        if (task) {
-          task.estimated_cost = estimatedCost;
-          // Recalculate task costs after updating estimated cost
-          const { totalBudget, totalActual, variance } = calculateTaskCosts(task);
-          task.total_budget = totalBudget;
-          task.total_actual = totalActual;
-          task.variance = variance;
-        }
+        // Recursive function to find and update a task in the hierarchy
+        const findAndUpdateTask = (tasks: IProjectFinanceTask[], targetId: string): boolean => {
+          for (const task of tasks) {
+            if (task.id === targetId) {
+              task.estimated_cost = estimatedCost;
+              // Recalculate task costs after updating estimated cost
+              const { totalBudget, totalActual, variance } = calculateTaskCosts(task);
+              task.total_budget = totalBudget;
+              task.total_actual = totalActual;
+              task.variance = variance;
+              return true;
+            }
+            
+            // Search in subtasks recursively
+            if (task.sub_tasks && findAndUpdateTask(task.sub_tasks, targetId)) {
+              return true;
+            }
+          }
+          return false;
+        };
+        
+        findAndUpdateTask(group.tasks, taskId);
       }
     },
     updateTaskTimeLogged: (state, action: PayloadAction<{ taskId: string; groupId: string; timeLoggedSeconds: number; timeLoggedString: string }>) => {
       const { taskId, groupId, timeLoggedSeconds, timeLoggedString } = action.payload;
       const group = state.taskGroups.find(g => g.group_id === groupId);
+      
       if (group) {
-        const task = group.tasks.find(t => t.id === taskId);
-        if (task) {
-          task.total_time_logged_seconds = timeLoggedSeconds;
-          task.total_time_logged = timeLoggedString;
-          // Recalculate task costs after updating time logged
-          const { totalBudget, totalActual, variance } = calculateTaskCosts(task);
-          task.total_budget = totalBudget;
-          task.total_actual = totalActual;
-          task.variance = variance;
-        }
+        // Recursive function to find and update a task in the hierarchy
+        const findAndUpdateTask = (tasks: IProjectFinanceTask[], targetId: string): boolean => {
+          for (const task of tasks) {
+            if (task.id === targetId) {
+              task.total_time_logged_seconds = timeLoggedSeconds;
+              task.total_time_logged = timeLoggedString;
+              // Recalculate task costs after updating time logged
+              const { totalBudget, totalActual, variance } = calculateTaskCosts(task);
+              task.total_budget = totalBudget;
+              task.total_actual = totalActual;
+              task.variance = variance;
+              return true;
+            }
+            
+            // Search in subtasks recursively
+            if (task.sub_tasks && findAndUpdateTask(task.sub_tasks, targetId)) {
+              return true;
+            }
+          }
+          return false;
+        };
+        
+        findAndUpdateTask(group.tasks, taskId);
       }
     },
     toggleTaskExpansion: (state, action: PayloadAction<{ taskId: string; groupId: string }>) => {
       const { taskId, groupId } = action.payload;
       const group = state.taskGroups.find(g => g.group_id === groupId);
+      
       if (group) {
-        const task = group.tasks.find(t => t.id === taskId);
-        if (task) {
-          task.show_sub_tasks = !task.show_sub_tasks;
-        }
+        // Recursive function to find and toggle a task in the hierarchy
+        const findAndToggleTask = (tasks: IProjectFinanceTask[], targetId: string): boolean => {
+          for (const task of tasks) {
+            if (task.id === targetId) {
+              task.show_sub_tasks = !task.show_sub_tasks;
+              return true;
+            }
+            
+            // Search in subtasks recursively
+            if (task.sub_tasks && findAndToggleTask(task.sub_tasks, targetId)) {
+              return true;
+            }
+          }
+          return false;
+        };
+        
+        findAndToggleTask(group.tasks, taskId);
       }
     },
     updateProjectFinanceCurrency: (state, action: PayloadAction<string>) => {
@@ -200,26 +256,56 @@ export const projectFinancesSlice = createSlice({
       .addCase(updateTaskFixedCostAsync.fulfilled, (state, action) => {
         const { taskId, groupId, fixedCost } = action.payload;
         const group = state.taskGroups.find(g => g.group_id === groupId);
+        
         if (group) {
-          const task = group.tasks.find(t => t.id === taskId);
-          if (task) {
-            task.fixed_cost = fixedCost;
-            // Don't recalculate here - trigger a refresh instead for accuracy
-          }
+          // Recursive function to find and update a task in the hierarchy
+          const findAndUpdateTask = (tasks: IProjectFinanceTask[], targetId: string): boolean => {
+            for (const task of tasks) {
+              if (task.id === targetId) {
+                task.fixed_cost = fixedCost;
+                // Don't recalculate here - trigger a refresh instead for accuracy
+                return true;
+              }
+              
+              // Search in subtasks recursively
+              if (task.sub_tasks && findAndUpdateTask(task.sub_tasks, targetId)) {
+                return true;
+              }
+            }
+            return false;
+          };
+          
+          findAndUpdateTask(group.tasks, taskId);
         }
       })
       .addCase(fetchSubTasks.fulfilled, (state, action) => {
         const { parentTaskId, subTasks } = action.payload;
+        
+        // Recursive function to find and update a task in the hierarchy
+        const findAndUpdateTask = (tasks: IProjectFinanceTask[], targetId: string): boolean => {
+          for (const task of tasks) {
+            if (task.id === targetId) {
+              // Found the parent task, add subtasks
+              task.sub_tasks = subTasks.map(subTask => ({
+                ...subTask,
+                is_sub_task: true,
+                parent_task_id: targetId
+              }));
+              task.show_sub_tasks = true;
+              return true;
+            }
+            
+            // Search in subtasks recursively
+            if (task.sub_tasks && findAndUpdateTask(task.sub_tasks, targetId)) {
+              return true;
+            }
+          }
+          return false;
+        };
+        
         // Find the parent task in any group and add the subtasks
         for (const group of state.taskGroups) {
-          const parentTask = group.tasks.find(t => t.id === parentTaskId);
-          if (parentTask) {
-            parentTask.sub_tasks = subTasks.map(subTask => ({
-              ...subTask,
-              is_sub_task: true,
-              parent_task_id: parentTaskId
-            }));
-            parentTask.show_sub_tasks = true;
+          if (findAndUpdateTask(group.tasks, parentTaskId)) {
             break;
           }
         }

worklenz-frontend/src/pages/projects/projectView/finance/finance-tab/finance-table/finance-table.css

@@ -1 +1,63 @@
-/* Finance Table Styles */ 
+/* Finance Table Styles */
+
+/* Enhanced hierarchy visual indicators */
+.finance-table-task-row {
+  transition: all 0.2s ease-in-out;
+  border-bottom: 1px solid rgba(0, 0, 0, 0.06);
+}
+
+.dark .finance-table-task-row {
+  border-bottom: 1px solid rgba(255, 255, 255, 0.08);
+}
+
+/* Hover effect is now handled by inline styles in the component for consistency */
+
+/* Nested task styling */
+.finance-table-nested-task {
+  /* No visual connectors, just clean indentation */
+}
+
+/* Expand/collapse button styling */
+.finance-table-expand-btn {
+  transition: all 0.2s ease-in-out;
+  border-radius: 2px;
+  padding: 2px;
+}
+
+.finance-table-expand-btn:hover {
+  background: rgba(0, 0, 0, 0.05);
+  transform: scale(1.1);
+}
+
+.dark .finance-table-expand-btn:hover {
+  background: rgba(255, 255, 255, 0.05);
+}
+
+/* Task name styling for different levels */
+.finance-table-task-name {
+  transition: all 0.2s ease-in-out;
+}
+
+.finance-table-task-name:hover {
+  color: #40a9ff !important;
+}
+
+/* Fixed cost input styling */
+.fixed-cost-input {
+  border-radius: 4px;
+}
+
+.fixed-cost-input:focus {
+  box-shadow: 0 0 0 2px rgba(24, 144, 255, 0.2);
+}
+
+/* Responsive adjustments for nested content */
+@media (max-width: 768px) {
+  .finance-table-nested-task {
+    padding-left: 12px;
+  }
+  
+  .finance-table-task-name {
+    font-size: 12px !important;
+  }
+} 

worklenz-frontend/src/pages/projects/projectView/finance/finance-tab/finance-table/finance-table.tsx

@@ -1,5 +1,5 @@
 import { Flex, InputNumber, Skeleton, Tooltip, Typography } from 'antd';
-import { useEffect, useMemo, useState, useRef } from 'react';
+import React, { useEffect, useMemo, useState, useRef } from 'react';
 import { useAppSelector } from '@/hooks/useAppSelector';
 import {
   DollarCircleOutlined,
@@ -24,6 +24,8 @@ import { useParams } from 'react-router-dom';
 import { useAuthService } from '@/hooks/useAuth';
 import { canEditFixedCost } from '@/utils/finance-permissions';
 import './finance-table.css';
+import { fetchPhasesByProjectId } from '@/features/projects/singleProject/phase/phases.slice';
+import { fetchPriorities } from '@/features/taskAttributes/taskPrioritySlice';
 
 type FinanceTableProps = {
   table: IProjectFinanceGroup;
@@ -41,6 +43,7 @@ const FinanceTable = ({
   const [selectedTask, setSelectedTask] = useState<IProjectFinanceTask | null>(null);
   const [editingFixedCostValue, setEditingFixedCostValue] = useState<number | null>(null);
   const [tasks, setTasks] = useState<IProjectFinanceTask[]>(table.tasks);
+  const [hoveredTaskId, setHoveredTaskId] = useState<string | null>(null);
   const saveTimeoutRef = useRef<NodeJS.Timeout | null>(null);
   const dispatch = useAppDispatch();
   
@@ -159,8 +162,10 @@ const FinanceTable = ({
     if (!taskId || !projectId) return;
     
     dispatch(setSelectedTaskId(taskId));
-    dispatch(setShowTaskDrawer(true));
+    dispatch(fetchPhasesByProjectId(projectId));
+    dispatch(fetchPriorities());
     dispatch(fetchTask({ taskId, projectId }));
+    dispatch(setShowTaskDrawer(true));
   };
 
   // Handle task expansion/collapse
@@ -208,35 +213,112 @@ const FinanceTable = ({
     setEditingFixedCostValue(null);
   };
 
-  const renderFinancialTableColumnContent = (columnKey: FinanceTableColumnKeys, task: IProjectFinanceTask) => {
+  // Calculate indentation based on nesting level
+  const getTaskIndentation = (level: number) => level * 32; // 32px per level for better visibility
+
+  // Recursive function to render task hierarchy
+  const renderTaskHierarchy = (task: IProjectFinanceTask, level: number = 0): React.ReactElement[] => {
+    const elements: React.ReactElement[] = [];
+    
+    // Add the current task
+    const isHovered = hoveredTaskId === task.id;
+    const rowIndex = elements.length;
+    const defaultBg = rowIndex % 2 === 0 ? themeWiseColor('#fafafa', '#232323', themeMode) : themeWiseColor('#ffffff', '#181818', themeMode);
+    const hoverBg = themeMode === 'dark' ? 'rgba(64, 169, 255, 0.08)' : 'rgba(24, 144, 255, 0.04)';
+    
+    elements.push(
+      <tr
+        key={task.id}
+        style={{
+          height: 40,
+          background: isHovered ? hoverBg : defaultBg,
+          transition: 'background 0.2s',
+        }}
+        className={`finance-table-task-row ${level > 0 ? 'finance-table-nested-task' : ''} ${themeMode === 'dark' ? 'dark' : ''}`}
+        onMouseEnter={() => setHoveredTaskId(task.id)}
+        onMouseLeave={() => setHoveredTaskId(null)}
+      >
+        {financeTableColumns.map((col) => (
+          <td
+            key={`${task.id}-${col.key}`}
+            style={{
+              width: col.width,
+              paddingInline: 16,
+              textAlign: col.type === 'string' ? 'left' : 'right',
+              backgroundColor: (col.key === FinanceTableColumnKeys.TASK || col.key === FinanceTableColumnKeys.MEMBERS) ? 
+                (isHovered ? hoverBg : defaultBg) : 
+                (isHovered ? hoverBg : 'transparent'),
+              cursor: 'default'
+            }}
+            className={customColumnStyles(col.key)}
+            onClick={
+              col.key === FinanceTableColumnKeys.FIXED_COST 
+                ? (e) => e.stopPropagation() 
+                : undefined
+            }
+          >
+            {renderFinancialTableColumnContent(col.key, task, level)}
+          </td>
+        ))}
+      </tr>
+    );
+    
+    // Add subtasks recursively if they are expanded and loaded
+    if (task.show_sub_tasks && task.sub_tasks) {
+      task.sub_tasks.forEach(subTask => {
+        elements.push(...renderTaskHierarchy(subTask, level + 1));
+      });
+    }
+    
+    return elements;
+  };
+
+  const renderFinancialTableColumnContent = (columnKey: FinanceTableColumnKeys, task: IProjectFinanceTask, level: number = 0) => {
     switch (columnKey) {
       case FinanceTableColumnKeys.TASK:
         return (
           <Tooltip title={task.name}>
-            <Flex gap={8} align="center">
-              {/* Indentation for subtasks */}
-              {task.is_sub_task && <div style={{ width: 20 }} />}
+            <Flex gap={8} align="center" style={{ paddingLeft: getTaskIndentation(level) }}>
               
               {/* Expand/collapse icon for parent tasks */}
               {task.sub_tasks_count > 0 && (
                 <div
-                  style={{ cursor: 'pointer', width: 16, display: 'flex', justifyContent: 'center' }}
+                  className="finance-table-expand-btn"
+                  style={{ 
+                    cursor: 'pointer', 
+                    width: 18, 
+                    height: 18,
+                    display: 'flex', 
+                    justifyContent: 'center',
+                    alignItems: 'center',
+                    flexShrink: 0,
+                    zIndex: 1
+                  }}
                   onClick={(e) => {
                     e.stopPropagation();
                     handleTaskExpansion(task);
                   }}
                 >
-                  {task.show_sub_tasks ? <DownOutlined /> : <RightOutlined />}
+                  {task.show_sub_tasks ? <DownOutlined style={{ fontSize: 12 }} /> : <RightOutlined style={{ fontSize: 12 }} />}
                 </div>
               )}
               
+              {/* Spacer for tasks without subtasks to align with those that have expand icons */}
+              {task.sub_tasks_count === 0 && level > 0 && (
+                <div style={{ width: 18, height: 18, flexShrink: 0 }} />
+              )}
+              
               {/* Task name */}
               <Typography.Text
+                className="finance-table-task-name"
                 ellipsis={{ expanded: false }}
                 style={{ 
-                  maxWidth: task.is_sub_task ? 140 : (task.sub_tasks_count > 0 ? 140 : 160),
+                  maxWidth: Math.max(100, 200 - getTaskIndentation(level) - (task.sub_tasks_count > 0 ? 26 : 18)),
                   cursor: 'pointer',
-                  color: '#1890ff'
+                  color: '#1890ff',
+                  fontSize: Math.max(12, 14 - level * 0.3), // Slightly smaller font for deeper levels
+                  opacity: Math.max(0.85, 1 - level * 0.03), // Slightly faded for deeper levels
+                  fontWeight: level > 0 ? 400 : 500 // Slightly lighter weight for nested tasks
                 }}
                 onClick={(e) => {
                   e.stopPropagation();
@@ -251,7 +333,7 @@ const FinanceTable = ({
               >
                 {task.name}
               </Typography.Text>
-              {task.billable && <DollarCircleOutlined />}
+              {task.billable && <DollarCircleOutlined style={{ fontSize: 12, flexShrink: 0 }} />}
             </Flex>
           </Tooltip>
         );
@@ -277,11 +359,11 @@ const FinanceTable = ({
           </div>
         );
       case FinanceTableColumnKeys.HOURS:
-        return <Typography.Text>{task.estimated_hours}</Typography.Text>;
+        return <Typography.Text style={{ fontSize: Math.max(12, 14 - level * 0.5) }}>{task.estimated_hours}</Typography.Text>;
       case FinanceTableColumnKeys.TOTAL_TIME_LOGGED:
-        return <Typography.Text>{task.total_time_logged}</Typography.Text>;
+        return <Typography.Text style={{ fontSize: Math.max(12, 14 - level * 0.5) }}>{task.total_time_logged}</Typography.Text>;
       case FinanceTableColumnKeys.ESTIMATED_COST:
-        return <Typography.Text>{formatNumber(task.estimated_cost)}</Typography.Text>;
+        return <Typography.Text style={{ fontSize: Math.max(12, 14 - level * 0.5) }}>{formatNumber(task.estimated_cost)}</Typography.Text>;
       case FinanceTableColumnKeys.FIXED_COST:
         return selectedTask?.id === task.id && hasEditPermission ? (
           <InputNumber
@@ -300,7 +382,7 @@ const FinanceTable = ({
               immediateSaveFixedCost(editingFixedCostValue, task.id);
             }}
             autoFocus
-            style={{ width: '100%', textAlign: 'right' }}
+            style={{ width: '100%', textAlign: 'right', fontSize: Math.max(12, 14 - level * 0.5) }}
             formatter={(value) => `${value}`.replace(/\B(?=(\d{3})+(?!\d))/g, ',')}
             parser={(value) => Number(value!.replace(/\$\s?|(,*)/g, ''))}
             min={0}
@@ -313,7 +395,8 @@ const FinanceTable = ({
               cursor: hasEditPermission ? 'pointer' : 'default', 
               width: '100%', 
               display: 'block',
-              opacity: hasEditPermission ? 1 : 0.7
+              opacity: hasEditPermission ? 1 : 0.7,
+              fontSize: Math.max(12, 14 - level * 0.5)
             }}
             onClick={hasEditPermission ? (e) => {
               e.stopPropagation();
@@ -328,7 +411,8 @@ const FinanceTable = ({
         return (
           <Typography.Text 
             style={{ 
-              color: task.variance > 0 ? '#FF0000' : '#6DC376' 
+              color: task.variance > 0 ? '#FF0000' : '#6DC376',
+              fontSize: Math.max(12, 14 - level * 0.5)
             }}
           >
             {task.variance < 0 ? '+' + formatNumber(Math.abs(task.variance)) : 
@@ -337,11 +421,11 @@ const FinanceTable = ({
           </Typography.Text>
         );
       case FinanceTableColumnKeys.TOTAL_BUDGET:
-        return <Typography.Text>{formatNumber(task.total_budget)}</Typography.Text>;
+        return <Typography.Text style={{ fontSize: Math.max(12, 14 - level * 0.5) }}>{formatNumber(task.total_budget)}</Typography.Text>;
       case FinanceTableColumnKeys.TOTAL_ACTUAL:
-        return <Typography.Text>{formatNumber(task.total_actual)}</Typography.Text>;
+        return <Typography.Text style={{ fontSize: Math.max(12, 14 - level * 0.5) }}>{formatNumber(task.total_actual)}</Typography.Text>;
       case FinanceTableColumnKeys.COST:
-        return <Typography.Text>{formatNumber((task.total_actual || 0) - (task.fixed_cost || 0))}</Typography.Text>;
+        return <Typography.Text style={{ fontSize: Math.max(12, 14 - level * 0.5) }}>{formatNumber((task.total_actual || 0) - (task.fixed_cost || 0))}</Typography.Text>;
       default:
         return null;
     }
@@ -363,32 +447,29 @@ const FinanceTable = ({
     return parts.join(' ');
   };
 
-  // Flatten tasks to include subtasks for rendering
+  // Generate flattened task list with all nested levels
   const flattenedTasks = useMemo(() => {
-    const flattened: IProjectFinanceTask[] = [];
+    const flattened: React.ReactElement[] = [];
     
     tasks.forEach(task => {
-      // Add the parent task
-      flattened.push(task);
-      
-      // Add subtasks if they are expanded and loaded
-      if (task.show_sub_tasks && task.sub_tasks) {
-        task.sub_tasks.forEach(subTask => {
-          flattened.push(subTask);
-        });
-      }
+      flattened.push(...renderTaskHierarchy(task, 0));
     });
     
     return flattened;
-  }, [tasks]);
+  }, [tasks, selectedTask, editingFixedCostValue, hasEditPermission, themeMode, hoveredTaskId]);
 
-  // Calculate totals for the current table (only count parent tasks to avoid double counting)
+  // Calculate totals for the current table
+  // Since the backend already aggregates subtask values into parent tasks,
+  // we only need to sum the parent tasks (tasks without is_sub_task flag)
   const totals = useMemo(() => {
     return tasks.reduce(
       (acc, task) => {
         // Calculate actual cost from logs (total_actual - fixed_cost)
         const actualCostFromLogs = (task.total_actual || 0) - (task.fixed_cost || 0);
         
+        // The backend already handles aggregation for parent tasks with subtasks
+        // Parent tasks contain the sum of their subtasks' values
+        // So we can safely sum all parent tasks (which are the tasks in this array)
         return {
           hours: acc.hours + (task.estimated_seconds || 0),
           total_time_logged: acc.total_time_logged + (task.total_time_logged_seconds || 0),
@@ -480,43 +561,8 @@ const FinanceTable = ({
         )}
       </tr>
 
-      {/* task rows */}
-      {!isCollapse && flattenedTasks.map((task, idx) => (
-        <tr
-          key={task.id}
-          style={{
-            height: 40,
-            background: idx % 2 === 0 ? themeWiseColor('#fafafa', '#232323', themeMode) : themeWiseColor('#ffffff', '#181818', themeMode),
-            transition: 'background 0.2s',
-          }}
-          className={themeMode === 'dark' ? 'dark' : ''}
-          onMouseEnter={e => e.currentTarget.style.background = themeWiseColor('#f0f0f0', '#333', themeMode)}
-          onMouseLeave={e => e.currentTarget.style.background = idx % 2 === 0 ? themeWiseColor('#fafafa', '#232323', themeMode) : themeWiseColor('#ffffff', '#181818', themeMode)}
-        >
-          {financeTableColumns.map((col) => (
-            <td
-              key={`${task.id}-${col.key}`}
-              style={{
-                width: col.width,
-                paddingInline: 16,
-                textAlign: col.type === 'string' ? 'left' : 'right',
-                backgroundColor: (col.key === FinanceTableColumnKeys.TASK || col.key === FinanceTableColumnKeys.MEMBERS) ? 
-                  (idx % 2 === 0 ? themeWiseColor('#fafafa', '#232323', themeMode) : themeWiseColor('#ffffff', '#181818', themeMode)) : 
-                  'transparent',
-                cursor: 'default'
-              }}
-              className={customColumnStyles(col.key)}
-              onClick={
-                col.key === FinanceTableColumnKeys.FIXED_COST 
-                  ? (e) => e.stopPropagation() 
-                  : undefined
-              }
-            >
-              {renderFinancialTableColumnContent(col.key, task)}
-            </td>
-          ))}
-        </tr>
-      ))}
+      {/* task rows with recursive hierarchy */}
+      {!isCollapse && flattenedTasks}
     </>
   );
 };