feat(reporting): add billable and non-billable time tracking to member reports

- Implemented SQL logic to calculate billable and non-billable time for team members in the reporting module.
- Enhanced the reporting members table to display new time tracking metrics with appropriate headers and tooltips.
- Created a new TimeLogsCell component to visually represent billable vs non-billable time with percentage breakdowns.
- Updated localization files for English, Spanish, and Portuguese to include new terms related to time tracking.

docs/api/task-breakdown-api.md

@@ -0,0 +1,195 @@
+# Task Breakdown API
+
+## Get Task Financial Breakdown
+
+**Endpoint:** `GET /api/project-finance/task/:id/breakdown`
+
+**Description:** Retrieves detailed financial breakdown for a single task, including members grouped by job roles with labor hours and costs.
+
+### Parameters
+
+- `id` (path parameter): UUID of the task
+
+### Response
+
+```json
+{
+  "success": true,
+  "body": {
+    "task": {
+      "id": "uuid",
+      "name": "Task Name",
+      "project_id": "uuid",
+      "billable": true,
+      "estimated_hours": 10.5,
+      "logged_hours": 8.25,
+      "estimated_labor_cost": 525.0,
+      "actual_labor_cost": 412.5,
+      "fixed_cost": 100.0,
+      "total_estimated_cost": 625.0,
+      "total_actual_cost": 512.5
+    },
+    "grouped_members": [
+      {
+        "jobRole": "Frontend Developer",
+        "estimated_hours": 5.25,
+        "logged_hours": 4.0,
+        "estimated_cost": 262.5,
+        "actual_cost": 200.0,
+        "members": [
+          {
+            "team_member_id": "uuid",
+            "name": "John Doe",
+            "avatar_url": "https://...",
+            "hourly_rate": 50.0,
+            "estimated_hours": 5.25,
+            "logged_hours": 4.0,
+            "estimated_cost": 262.5,
+            "actual_cost": 200.0
+          }
+        ]
+      },
+      {
+        "jobRole": "Backend Developer",
+        "estimated_hours": 5.25,
+        "logged_hours": 4.25,
+        "estimated_cost": 262.5,
+        "actual_cost": 212.5,
+        "members": [
+          {
+            "team_member_id": "uuid",
+            "name": "Jane Smith",
+            "avatar_url": "https://...",
+            "hourly_rate": 50.0,
+            "estimated_hours": 5.25,
+            "logged_hours": 4.25,
+            "estimated_cost": 262.5,
+            "actual_cost": 212.5
+          }
+        ]
+      }
+    ],
+    "members": [
+      {
+        "team_member_id": "uuid",
+        "name": "John Doe",
+        "avatar_url": "https://...",
+        "hourly_rate": 50.0,
+        "job_title_name": "Frontend Developer",
+        "estimated_hours": 5.25,
+        "logged_hours": 4.0,
+        "estimated_cost": 262.5,
+        "actual_cost": 200.0
+      },
+      {
+        "team_member_id": "uuid",
+        "name": "Jane Smith",
+        "avatar_url": "https://...",
+        "hourly_rate": 50.0,
+        "job_title_name": "Backend Developer",
+        "estimated_hours": 5.25,
+        "logged_hours": 4.25,
+        "estimated_cost": 262.5,
+        "actual_cost": 212.5
+      }
+    ]
+  }
+}
+```
+
+### Error Responses
+
+- `404 Not Found`: Task not found
+- `400 Bad Request`: Invalid task ID
+
+### Usage
+
+This endpoint is designed to work with the finance drawer component (`@finance-drawer.tsx`) to provide detailed cost breakdown information for individual tasks. The response includes:
+
+1. **Task Summary**: Overall task financial information
+2. **Grouped Members**: Members organized by job role with aggregated costs
+3. **Individual Members**: Detailed breakdown for each team member
+
+The data structure matches what the finance drawer expects, with members grouped by job roles and individual labor hours and costs calculated based on:
+- Estimated hours divided equally among assignees
+- Actual logged time per member
+- Hourly rates from project rate cards
+- Fixed costs added to the totals
+
+### Frontend Usage Example
+
+```typescript
+import { projectFinanceApiService } from '@/api/project-finance-ratecard/project-finance.api.service';
+
+// Fetch task breakdown
+const fetchTaskBreakdown = async (taskId: string) => {
+  try {
+    const response = await projectFinanceApiService.getTaskBreakdown(taskId);
+    const breakdown = response.body;
+    
+    console.log('Task:', breakdown.task);
+    console.log('Grouped Members:', breakdown.grouped_members);
+    console.log('Individual Members:', breakdown.members);
+    
+    return breakdown;
+  } catch (error) {
+    console.error('Error fetching task breakdown:', error);
+    throw error;
+  }
+};
+
+// Usage in React component
+const TaskBreakdownComponent = ({ taskId }: { taskId: string }) => {
+  const [breakdown, setBreakdown] = useState(null);
+  const [loading, setLoading] = useState(false);
+
+  useEffect(() => {
+    const loadBreakdown = async () => {
+      setLoading(true);
+      try {
+        const data = await fetchTaskBreakdown(taskId);
+        setBreakdown(data);
+      } catch (error) {
+        // Handle error
+      } finally {
+        setLoading(false);
+      }
+    };
+
+    if (taskId) {
+      loadBreakdown();
+    }
+  }, [taskId]);
+
+  if (loading) return <Spin />;
+  if (!breakdown) return null;
+
+  return (
+    <div>
+      <h3>{breakdown.task.name}</h3>
+      <p>Total Estimated Cost: ${breakdown.task.total_estimated_cost}</p>
+      <p>Total Actual Cost: ${breakdown.task.total_actual_cost}</p>
+      
+      {breakdown.grouped_members.map(group => (
+        <div key={group.jobRole}>
+          <h4>{group.jobRole}</h4>
+          <p>Hours: {group.estimated_hours} | Cost: ${group.estimated_cost}</p>
+          {group.members.map(member => (
+            <div key={member.team_member_id}>
+              {member.name}: {member.estimated_hours}h @ ${member.hourly_rate}/h
+            </div>
+          ))}
+        </div>
+      ))}
+    </div>
+  );
+};
+```
+
+### Integration
+
+This API complements the existing finance endpoints:
+- `GET /api/project-finance/project/:project_id/tasks` - Get all tasks for a project
+- `PUT /api/project-finance/task/:task_id/fixed-cost` - Update task fixed cost
+
+The finance drawer component has been updated to automatically use this API when a task is selected, providing real-time financial breakdown data. 

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/20250117000000-add-project-currency.sql

@@ -0,0 +1,20 @@
+-- Migration: Add currency column to projects table
+-- Date: 2025-01-17
+-- Description: Adds project-specific currency support to allow different projects to use different currencies
+
+-- Add currency column to projects table
+ALTER TABLE projects
+    ADD COLUMN IF NOT EXISTS currency VARCHAR(3) DEFAULT 'USD';
+
+-- Add comment for documentation
+COMMENT ON COLUMN projects.currency IS 'Project-specific currency code (e.g., USD, EUR, GBP, JPY, etc.)';
+
+-- Add constraint to ensure currency codes are uppercase and 3 characters
+ALTER TABLE projects
+    ADD CONSTRAINT projects_currency_format_check 
+    CHECK (currency ~ '^[A-Z]{3}$');
+
+-- Update existing projects to have a default currency if they don't have one
+UPDATE projects 
+SET currency = 'USD' 
+WHERE currency IS NULL; 

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/database/migrations/20250519000000-project-finance-module-tables.sql

@@ -0,0 +1,48 @@
+-- Dropping existing finance_rate_cards table
+DROP TABLE IF EXISTS finance_rate_cards;
+-- Creating table to store rate card details
+CREATE TABLE finance_rate_cards
+(
+    id         UUID PRIMARY KEY                  DEFAULT uuid_generate_v4(),
+    team_id    UUID                     NOT NULL REFERENCES teams (id) ON DELETE CASCADE,
+    name       VARCHAR                  NOT NULL,
+    created_at TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    updated_at timestamp with time zone NOT NULL DEFAULT CURRENT_TIMESTAMP
+);
+
+-- Dropping existing finance_project_rate_card_roles table
+DROP TABLE IF EXISTS finance_project_rate_card_roles CASCADE;
+-- Creating table with single id primary key
+CREATE TABLE finance_project_rate_card_roles
+(
+    id         UUID PRIMARY KEY                  DEFAULT uuid_generate_v4(),
+    project_id UUID                     NOT NULL REFERENCES projects (id) ON DELETE CASCADE,
+    job_title_id    UUID                     NOT NULL REFERENCES job_titles (id) ON DELETE CASCADE,
+    rate       DECIMAL(10, 2)           NOT NULL CHECK (rate >= 0),
+    created_at TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    CONSTRAINT unique_project_role UNIQUE (project_id, job_title_id)
+);
+
+-- Dropping existing finance_rate_card_roles table
+DROP TABLE IF EXISTS finance_rate_card_roles;
+-- Creating table to store role-specific rates for rate cards
+CREATE TABLE finance_rate_card_roles
+(
+    rate_card_id UUID                     NOT NULL REFERENCES finance_rate_cards (id) ON DELETE CASCADE,
+    job_title_id      UUID                     REFERENCES job_titles(id) ON DELETE SET NULL,
+    rate         DECIMAL(10, 2)           NOT NULL CHECK (rate >= 0),
+    created_at   TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    updated_at   TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT CURRENT_TIMESTAMP
+);
+
+-- Adding project_rate_card_role_id column to project_members
+ALTER TABLE project_members
+    ADD COLUMN project_rate_card_role_id UUID REFERENCES finance_project_rate_card_roles(id) ON DELETE SET NULL;
+
+-- Adding rate_card column to projects
+ALTER TABLE projects
+ ADD COLUMN rate_card UUID REFERENCES finance_rate_cards(id) ON DELETE SET NULL;
+
+ALTER TABLE finance_rate_cards
+    ADD COLUMN currency TEXT NOT NULL DEFAULT 'USD';

worklenz-backend/database/migrations/20250520000000-add-fixed-cost-to-tasks.sql

@@ -0,0 +1,6 @@
+-- Add fixed_cost column to tasks table for project finance functionality
+ALTER TABLE tasks 
+ADD COLUMN fixed_cost DECIMAL(10, 2) DEFAULT 0 CHECK (fixed_cost >= 0);
+
+-- Add comment to explain the column
+COMMENT ON COLUMN tasks.fixed_cost IS 'Fixed cost for the task in addition to hourly rate calculations'; 

worklenz-backend/database/migrations/consolidated-progress-migrations.sql

@@ -118,7 +118,7 @@ BEGIN
                         SELECT SUM(time_spent)
                         FROM task_work_log
                         WHERE task_id = t.id
-                    ), 0) as logged_minutes
+                    ), 0) / 60.0 as logged_minutes
                 FROM tasks t
                 WHERE t.id = _task_id
             )

worklenz-backend/database/sql/1_tables.sql

@@ -14,6 +14,9 @@ CREATE TYPE SCHEDULE_TYPE AS ENUM ('daily', 'weekly', 'yearly', 'monthly', 'ever
 
 CREATE TYPE LANGUAGE_TYPE AS ENUM ('en', 'es', 'pt');
 
+-- Add progress mode type for tasks progress tracking
+CREATE TYPE PROGRESS_MODE_TYPE AS ENUM ('manual', 'weighted', 'time', 'default');
+
 -- START: Users
 CREATE SEQUENCE IF NOT EXISTS users_user_no_seq START 1;
 
@@ -777,9 +780,15 @@ CREATE TABLE IF NOT EXISTS projects (
     estimated_man_days     INTEGER                  DEFAULT 0,
     hours_per_day          INTEGER                  DEFAULT 8,
     health_id              UUID,
-    estimated_working_days INTEGER                  DEFAULT 0
+    estimated_working_days INTEGER                  DEFAULT 0,
+    use_manual_progress    BOOLEAN                  DEFAULT FALSE,
+    use_weighted_progress  BOOLEAN                  DEFAULT FALSE,
+    use_time_progress      BOOLEAN                  DEFAULT FALSE,
+    currency               VARCHAR(3)               DEFAULT 'USD'
 );
 
+COMMENT ON COLUMN projects.currency IS 'Project-specific currency code (e.g., USD, EUR, GBP, JPY, etc.)';
+
 ALTER TABLE projects
     ADD CONSTRAINT projects_pk
         PRIMARY KEY (id);
@@ -1411,9 +1420,16 @@ CREATE TABLE IF NOT EXISTS tasks (
     sort_order         INTEGER                  DEFAULT 0                  NOT NULL,
     roadmap_sort_order INTEGER                  DEFAULT 0                  NOT NULL,
     billable           BOOLEAN                  DEFAULT TRUE,
-    schedule_id        UUID
+    schedule_id        UUID,
+    manual_progress    BOOLEAN                  DEFAULT FALSE,
+    progress_value     INTEGER                  DEFAULT NULL,
+    progress_mode      PROGRESS_MODE_TYPE      DEFAULT 'default',
+    weight             INTEGER                  DEFAULT NULL,
+    fixed_cost         DECIMAL(10, 2)           DEFAULT 0 CHECK (fixed_cost >= 0)
 );
 
+COMMENT ON COLUMN tasks.fixed_cost IS 'Fixed cost for the task in addition to hourly rate calculations';
+
 ALTER TABLE tasks
     ADD CONSTRAINT tasks_pk
         PRIMARY KEY (id);
@@ -2279,3 +2295,37 @@ ALTER TABLE organization_working_days
 ALTER TABLE organization_working_days
     ADD CONSTRAINT org_organization_id_fk
         FOREIGN KEY (organization_id) REFERENCES organizations;
+
+-- Finance module tables
+CREATE TABLE IF NOT EXISTS finance_rate_cards (
+    id         UUID PRIMARY KEY                  DEFAULT uuid_generate_v4(),
+    team_id    UUID                     NOT NULL REFERENCES teams (id) ON DELETE CASCADE,
+    name       VARCHAR                  NOT NULL,
+    created_at TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    currency   TEXT NOT NULL DEFAULT 'USD'
+);
+
+CREATE TABLE IF NOT EXISTS finance_project_rate_card_roles (
+    id         UUID PRIMARY KEY                  DEFAULT uuid_generate_v4(),
+    project_id UUID                     NOT NULL REFERENCES projects (id) ON DELETE CASCADE,
+    job_title_id    UUID                     NOT NULL REFERENCES job_titles (id) ON DELETE CASCADE,
+    rate       DECIMAL(10, 2)           NOT NULL CHECK (rate >= 0),
+    created_at TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    CONSTRAINT unique_project_role UNIQUE (project_id, job_title_id)
+);
+
+CREATE TABLE IF NOT EXISTS finance_rate_card_roles (
+    rate_card_id UUID                     NOT NULL REFERENCES finance_rate_cards (id) ON DELETE CASCADE,
+    job_title_id      UUID                     REFERENCES job_titles(id) ON DELETE SET NULL,
+    rate         DECIMAL(10, 2)           NOT NULL CHECK (rate >= 0),
+    created_at   TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    updated_at   TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT CURRENT_TIMESTAMP
+);
+
+ALTER TABLE project_members
+    ADD COLUMN IF NOT EXISTS project_rate_card_role_id UUID REFERENCES finance_project_rate_card_roles(id) ON DELETE SET NULL;
+
+ALTER TABLE projects
+    ADD COLUMN IF NOT EXISTS rate_card UUID REFERENCES finance_rate_cards(id) ON DELETE SET NULL;

worklenz-backend/database/sql/4_functions.sql

@@ -4117,7 +4117,7 @@ BEGIN
             'color_code_dark', COALESCE((_task_info ->> 'color_code_dark')::TEXT, ''),
             'total_tasks', COALESCE((_task_info ->> 'total_tasks')::INT, 0),
             'total_completed', COALESCE((_task_info ->> 'total_completed')::INT, 0),
-            'members', COALESCE((_task_info ->> 'members')::JSON, '[]'::JSON),
+            'members', COALESCE((_task_info -> 'members'), '[]'::JSON),
             'completed_at', _task_completed_at,
             'status_category', COALESCE(_status_category, '{}'::JSON),
             'schedule_id', COALESCE(_schedule_id, 'null'::JSON)
@@ -5401,7 +5401,8 @@ BEGIN
         updated_at             = CURRENT_TIMESTAMP,
         estimated_working_days = (_body ->> 'working_days')::INTEGER,
         estimated_man_days     = (_body ->> 'man_days')::INTEGER,
-        hours_per_day          = (_body ->> 'hours_per_day')::INTEGER
+        hours_per_day          = (_body ->> 'hours_per_day')::INTEGER,
+        currency               = COALESCE(UPPER((_body ->> 'currency')::TEXT), currency)
     WHERE id = (_body ->> 'id')::UUID
       AND team_id = _team_id
     RETURNING id INTO _project_id;
@@ -6372,3 +6373,44 @@ BEGIN
     );
 END;
 $$;
+
+CREATE OR REPLACE VIEW project_finance_view AS
+SELECT 
+    t.id,
+    t.name,
+    t.total_minutes / 3600.0 as estimated_hours,
+    COALESCE((SELECT SUM(time_spent) FROM task_work_log WHERE task_id = t.id), 0) / 3600.0 as total_time_logged,
+    COALESCE((SELECT SUM(rate * (time_spent / 3600.0)) 
+              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 tm.id = pm.team_member_id
+              LEFT JOIN finance_project_rate_card_roles pmr ON pm.project_rate_card_role_id = pmr.id
+              WHERE twl.task_id = t.id), 0) as estimated_cost,
+    0 as fixed_cost, -- Default to 0 since the column doesn't exist
+    COALESCE(t.total_minutes / 3600.0 * 
+        (SELECT rate FROM finance_project_rate_card_roles 
+         WHERE project_id = t.project_id 
+         AND id = (SELECT project_rate_card_role_id FROM project_members WHERE team_member_id = t.reporter_id LIMIT 1)
+         LIMIT 1), 0) as total_budgeted_cost,
+    COALESCE((SELECT SUM(rate * (time_spent / 3600.0)) 
+              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 tm.id = pm.team_member_id
+              LEFT JOIN finance_project_rate_card_roles pmr ON pm.project_rate_card_role_id = pmr.id
+              WHERE twl.task_id = t.id), 0) as total_actual_cost,
+    COALESCE((SELECT SUM(rate * (time_spent / 3600.0)) 
+              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 tm.id = pm.team_member_id
+              LEFT JOIN finance_project_rate_card_roles pmr ON pm.project_rate_card_role_id = pmr.id
+              WHERE twl.task_id = t.id), 0) - 
+    COALESCE(t.total_minutes / 3600.0 * 
+        (SELECT rate FROM finance_project_rate_card_roles 
+         WHERE project_id = t.project_id 
+         AND id = (SELECT project_rate_card_role_id FROM project_members WHERE team_member_id = t.reporter_id LIMIT 1)
+         LIMIT 1), 0) as variance,
+    t.project_id
+FROM tasks t;

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/package-lock.json

@@ -3528,7 +3528,6 @@
       "version": "8.0.2",
       "resolved": "https://registry.npmjs.org/@isaacs/cliui/-/cliui-8.0.2.tgz",
       "integrity": "sha512-O8jcjabXaleOG9DQ0+ARXWZBTfnP4WNAqzuiJK7ll44AmxGKv/J2M4TPjxjY3znBCfvBXFzucm1twdyFybFqEA==",
-      "dev": true,
       "license": "ISC",
       "dependencies": {
         "string-width": "^5.1.2",
@@ -3546,7 +3545,6 @@
       "version": "6.1.0",
       "resolved": "https://registry.npmjs.org/ansi-regex/-/ansi-regex-6.1.0.tgz",
       "integrity": "sha512-7HSX4QQb4CspciLpVFwyRe79O3xsIZDDLER21kERQ71oaPodF8jL725AgJMFAYbooIqolJoRLuM81SpeUkpkvA==",
-      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">=12"
@@ -3559,7 +3557,6 @@
       "version": "6.2.1",
       "resolved": "https://registry.npmjs.org/ansi-styles/-/ansi-styles-6.2.1.tgz",
       "integrity": "sha512-bN798gFfQX+viw3R7yrGWRqnrN2oRkEkUjjl4JNn4E8GxxbjtG3FbrEIIY3l8/hrwUwIeCZvi4QuOTP4MErVug==",
-      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">=12"
@@ -3572,14 +3569,12 @@
       "version": "9.2.2",
       "resolved": "https://registry.npmjs.org/emoji-regex/-/emoji-regex-9.2.2.tgz",
       "integrity": "sha512-L18DaJsXSUk2+42pv8mLs5jJT2hqFkFE4j21wOmgbUqsZ2hL72NsUU785g9RXgo3s0ZNgVl42TiHp3ZtOv/Vyg==",
-      "dev": true,
       "license": "MIT"
     },
     "node_modules/@isaacs/cliui/node_modules/string-width": {
       "version": "5.1.2",
       "resolved": "https://registry.npmjs.org/string-width/-/string-width-5.1.2.tgz",
       "integrity": "sha512-HnLOCR3vjcY8beoNLtcjZ5/nxn2afmME6lhrDrebokqMap+XbeW8n9TXpPDOqdGK5qcI3oT0GKTW6wC7EMiVqA==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "eastasianwidth": "^0.2.0",
@@ -3597,7 +3592,6 @@
       "version": "7.1.0",
       "resolved": "https://registry.npmjs.org/strip-ansi/-/strip-ansi-7.1.0.tgz",
       "integrity": "sha512-iq6eVVI64nQQTRYq2KtEg2d2uU7LElhTJwsH4YzIHZshxlgZms/wIc4VoDQTlG/IvVIrBKG06CrZnp0qv7hkcQ==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "ansi-regex": "^6.0.1"
@@ -3613,7 +3607,6 @@
       "version": "8.1.0",
       "resolved": "https://registry.npmjs.org/wrap-ansi/-/wrap-ansi-8.1.0.tgz",
       "integrity": "sha512-si7QWI6zUMq56bESFvagtmzMdGOtoxfR+Sez11Mobfc7tm+VkUckk9bW2UeffTGVUbOksxmSw0AA2gs8g71NCQ==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "ansi-styles": "^6.1.0",
@@ -3934,23 +3927,6 @@
         "node": ">=8"
       }
     },
-    "node_modules/@jest/core/node_modules/rimraf": {
-      "version": "3.0.2",
-      "resolved": "https://registry.npmjs.org/rimraf/-/rimraf-3.0.2.tgz",
-      "integrity": "sha512-JZkJMZkAGFFPP2YqXZXPbMlMBgsxzE8ILs4lMIX/2o0L9UBw9O/Y3o6wFw/i9YLapcUJWwqbi3kdxIPdC62TIA==",
-      "deprecated": "Rimraf versions prior to v4 are no longer supported",
-      "dev": true,
-      "license": "ISC",
-      "dependencies": {
-        "glob": "^7.1.3"
-      },
-      "bin": {
-        "rimraf": "bin.js"
-      },
-      "funding": {
-        "url": "https://github.com/sponsors/isaacs"
-      }
-    },
     "node_modules/@jest/core/node_modules/supports-color": {
       "version": "7.2.0",
       "resolved": "https://registry.npmjs.org/supports-color/-/supports-color-7.2.0.tgz",
@@ -4485,22 +4461,6 @@
         "node": ">=10"
       }
     },
-    "node_modules/@mapbox/node-pre-gyp/node_modules/rimraf": {
-      "version": "3.0.2",
-      "resolved": "https://registry.npmjs.org/rimraf/-/rimraf-3.0.2.tgz",
-      "integrity": "sha512-JZkJMZkAGFFPP2YqXZXPbMlMBgsxzE8ILs4lMIX/2o0L9UBw9O/Y3o6wFw/i9YLapcUJWwqbi3kdxIPdC62TIA==",
-      "deprecated": "Rimraf versions prior to v4 are no longer supported",
-      "license": "ISC",
-      "dependencies": {
-        "glob": "^7.1.3"
-      },
-      "bin": {
-        "rimraf": "bin.js"
-      },
-      "funding": {
-        "url": "https://github.com/sponsors/isaacs"
-      }
-    },
     "node_modules/@mapbox/node-pre-gyp/node_modules/semver": {
       "version": "7.5.4",
       "resolved": "https://registry.npmjs.org/semver/-/semver-7.5.4.tgz",
@@ -7682,7 +7642,6 @@
       "version": "7.0.6",
       "resolved": "https://registry.npmjs.org/cross-spawn/-/cross-spawn-7.0.6.tgz",
       "integrity": "sha512-uV2QOWP2nWzsy2aMp8aRibhi9dlzF5Hgh5SHaB9OiTGEyDTiJJyx0uy51QXdyWbtAHNua4XJzUKca3OzKUd3vA==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "path-key": "^3.1.0",
@@ -8076,7 +8035,6 @@
       "version": "0.2.0",
       "resolved": "https://registry.npmjs.org/eastasianwidth/-/eastasianwidth-0.2.0.tgz",
       "integrity": "sha512-I88TYZWc9XiYHRQ4/3c5rjjfgkjhLyW2luGIheGERbNQ6OY7yTybanSpDXZa8y7VUP9YmDcYa+eyq4ca7iLqWA==",
-      "dev": true,
       "license": "MIT"
     },
     "node_modules/ecdsa-sig-formatter": {
@@ -9102,23 +9060,6 @@
         "node": "^10.12.0 || >=12.0.0"
       }
     },
-    "node_modules/flat-cache/node_modules/rimraf": {
-      "version": "3.0.2",
-      "resolved": "https://registry.npmjs.org/rimraf/-/rimraf-3.0.2.tgz",
-      "integrity": "sha512-JZkJMZkAGFFPP2YqXZXPbMlMBgsxzE8ILs4lMIX/2o0L9UBw9O/Y3o6wFw/i9YLapcUJWwqbi3kdxIPdC62TIA==",
-      "deprecated": "Rimraf versions prior to v4 are no longer supported",
-      "dev": true,
-      "license": "ISC",
-      "dependencies": {
-        "glob": "^7.1.3"
-      },
-      "bin": {
-        "rimraf": "bin.js"
-      },
-      "funding": {
-        "url": "https://github.com/sponsors/isaacs"
-      }
-    },
     "node_modules/flatted": {
       "version": "3.2.7",
       "resolved": "https://registry.npmjs.org/flatted/-/flatted-3.2.7.tgz",
@@ -9154,7 +9095,6 @@
       "version": "3.3.1",
       "resolved": "https://registry.npmjs.org/foreground-child/-/foreground-child-3.3.1.tgz",
       "integrity": "sha512-gIXjKqtFuWEgzFRJA9WCQeSJLZDjgJUOMCMzxtvFq/37KojM1BFGufqsCy0r4qSQmYLsZYMeyRqzIWOMup03sw==",
-      "dev": true,
       "license": "ISC",
       "dependencies": {
         "cross-spawn": "^7.0.6",
@@ -9171,7 +9111,6 @@
       "version": "4.1.0",
       "resolved": "https://registry.npmjs.org/signal-exit/-/signal-exit-4.1.0.tgz",
       "integrity": "sha512-bzyZ1e88w9O1iNJbKnOlvYTrWPDl46O1bG0D3XInv+9tkPrxrN8jUUTiFlDkkmKWgn1M6CfIA13SuGqOa9Korw==",
-      "dev": true,
       "license": "ISC",
       "engines": {
         "node": ">=14"
@@ -9300,17 +9239,6 @@
         "mkdirp": "bin/cmd.js"
       }
     },
-    "node_modules/fstream/node_modules/rimraf": {
-      "version": "2.7.1",
-      "resolved": "https://registry.npmjs.org/rimraf/-/rimraf-2.7.1.tgz",
-      "integrity": "sha512-uWjbaKIK3T1OSVptzX7Nl6PvQ3qAGtKEtVRjRuazjfL3Bx5eI409VZSqgND+4UNnmzLVdPj9FqFJNPqBZFve4w==",
-      "dependencies": {
-        "glob": "^7.1.3"
-      },
-      "bin": {
-        "rimraf": "bin.js"
-      }
-    },
     "node_modules/function-bind": {
       "version": "1.1.2",
       "resolved": "https://registry.npmjs.org/function-bind/-/function-bind-1.1.2.tgz",
@@ -9943,8 +9871,7 @@
     "node_modules/isexe": {
       "version": "2.0.0",
       "resolved": "https://registry.npmjs.org/isexe/-/isexe-2.0.0.tgz",
-      "integrity": "sha512-RHxMLp9lnKHGHRng9QFhRCMbYAcVpn69smSGcq3f36xjgVVWThj4qqLbTLlq7Ssj8B+fIQ1EuCEGI2lKsyQeIw==",
-      "dev": true
+      "integrity": "sha512-RHxMLp9lnKHGHRng9QFhRCMbYAcVpn69smSGcq3f36xjgVVWThj4qqLbTLlq7Ssj8B+fIQ1EuCEGI2lKsyQeIw=="
     },
     "node_modules/istanbul-lib-coverage": {
       "version": "3.2.0",
@@ -10085,7 +10012,6 @@
       "version": "4.1.1",
       "resolved": "https://registry.npmjs.org/jackspeak/-/jackspeak-4.1.1.tgz",
       "integrity": "sha512-zptv57P3GpL+O0I7VdMJNBZCu+BPHVQUk55Ft8/QCJjTVxrnJHuVuX/0Bl2A6/+2oyR/ZMEuFKwmzqqZ/U5nPQ==",
-      "dev": true,
       "license": "BlueOak-1.0.0",
       "dependencies": {
         "@isaacs/cliui": "^8.0.2"
@@ -12749,7 +12675,6 @@
       "version": "1.0.1",
       "resolved": "https://registry.npmjs.org/package-json-from-dist/-/package-json-from-dist-1.0.1.tgz",
       "integrity": "sha512-UEZIS3/by4OC8vL3P2dTXRETpebLI2NiI5vIrjaD/5UtrkFX/tNbwjTSRAGC/+7CAo2pIcBaRgWmcBBHcsaCIw==",
-      "dev": true,
       "license": "BlueOak-1.0.0"
     },
     "node_modules/pako": {
@@ -12905,7 +12830,6 @@
       "version": "3.1.1",
       "resolved": "https://registry.npmjs.org/path-key/-/path-key-3.1.1.tgz",
       "integrity": "sha512-ojmeN0qd+y0jszEtoY48r0Peq5dwMEkIlCOu6Q5f41lfkswXuKtYrhgoTpLnyIcHm24Uhqx+5Tqm2InSwLhE6Q==",
-      "dev": true,
       "engines": {
         "node": ">=8"
       }
@@ -12919,7 +12843,6 @@
       "version": "2.0.0",
       "resolved": "https://registry.npmjs.org/path-scurry/-/path-scurry-2.0.0.tgz",
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-      "dev": true,
       "license": "BlueOak-1.0.0",
       "dependencies": {
         "lru-cache": "^11.0.0",
@@ -12936,7 +12859,6 @@
       "version": "11.1.0",
       "resolved": "https://registry.npmjs.org/lru-cache/-/lru-cache-11.1.0.tgz",
       "integrity": "sha512-QIXZUBJUx+2zHUdQujWejBkcD9+cs94tLn0+YL8UrCh+D5sCXZ4c7LaEH48pNwRY3MLDgqUFyhlCyjJPf1WP0A==",
-      "dev": true,
       "license": "ISC",
       "engines": {
         "node": "20 || >=22"
@@ -12946,7 +12868,6 @@
       "version": "7.1.2",
       "resolved": "https://registry.npmjs.org/minipass/-/minipass-7.1.2.tgz",
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-      "dev": true,
       "license": "ISC",
       "engines": {
         "node": ">=16 || 14 >=14.17"
@@ -13918,7 +13839,6 @@
       "version": "6.0.1",
       "resolved": "https://registry.npmjs.org/rimraf/-/rimraf-6.0.1.tgz",
       "integrity": "sha512-9dkvaxAsk/xNXSJzMgFqqMCuFgt2+KsOFek3TMLfo8NCPfWpBmqwyNn5Y+NX56QUYfCtsyhF3ayiboEoUmJk/A==",
-      "dev": true,
       "license": "ISC",
       "dependencies": {
         "glob": "^11.0.0",
@@ -13938,7 +13858,6 @@
       "version": "2.0.1",
       "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-2.0.1.tgz",
       "integrity": "sha512-XnAIvQ8eM+kC6aULx6wuQiwVsnzsi9d3WxzV3FpWTGA19F621kwdbsAcFKXgKUHZWsy+mY6iL1sHTxWEFCytDA==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "balanced-match": "^1.0.0"
@@ -13948,7 +13867,6 @@
       "version": "11.0.2",
       "resolved": "https://registry.npmjs.org/glob/-/glob-11.0.2.tgz",
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-      "dev": true,
       "license": "ISC",
       "dependencies": {
         "foreground-child": "^3.1.0",
@@ -13972,7 +13890,6 @@
       "version": "10.0.1",
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-      "dev": true,
       "license": "ISC",
       "dependencies": {
         "brace-expansion": "^2.0.1"
@@ -13988,7 +13905,6 @@
       "version": "7.1.2",
       "resolved": "https://registry.npmjs.org/minipass/-/minipass-7.1.2.tgz",
       "integrity": "sha512-qOOzS1cBTWYF4BH8fVePDBOO9iptMnGUEZwNc/cMWnTV2nVLZ7VoNWEPHkYczZA0pdoA7dl6e7FL659nX9S2aw==",
-      "dev": true,
       "license": "ISC",
       "engines": {
         "node": ">=16 || 14 >=14.17"
@@ -14286,7 +14202,6 @@
       "version": "2.0.0",
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-      "dev": true,
       "dependencies": {
         "shebang-regex": "^3.0.0"
       },
@@ -14298,7 +14213,6 @@
       "version": "3.0.0",
       "resolved": "https://registry.npmjs.org/shebang-regex/-/shebang-regex-3.0.0.tgz",
       "integrity": "sha512-7++dFhtcx3353uBaq8DDR4NuxBetBzC7ZQOhmTQInHEd6bSrXdiEyzCvG07Z44UYdLShWUyXt5M/yhz8ekcb1A==",
-      "dev": true,
       "engines": {
         "node": ">=8"
       }
@@ -14651,7 +14565,6 @@
       "version": "4.2.3",
       "resolved": "https://registry.npmjs.org/string-width/-/string-width-4.2.3.tgz",
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-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "emoji-regex": "^8.0.0",
@@ -14678,7 +14591,6 @@
       "version": "6.0.1",
       "resolved": "https://registry.npmjs.org/strip-ansi/-/strip-ansi-6.0.1.tgz",
       "integrity": "sha512-Y38VPSHcqkFrCpFnQ9vuSXmquuv5oXOKpGeT6aGrr3o3Gc9AlVa6JBfUSOCnbxGGZF+/0ooI7KrPuUSztUdU5A==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "ansi-regex": "^5.0.1"
@@ -14983,22 +14895,6 @@
         "node": ">=8.17.0"
       }
     },
-    "node_modules/tmp/node_modules/rimraf": {
-      "version": "3.0.2",
-      "resolved": "https://registry.npmjs.org/rimraf/-/rimraf-3.0.2.tgz",
-      "integrity": "sha512-JZkJMZkAGFFPP2YqXZXPbMlMBgsxzE8ILs4lMIX/2o0L9UBw9O/Y3o6wFw/i9YLapcUJWwqbi3kdxIPdC62TIA==",
-      "deprecated": "Rimraf versions prior to v4 are no longer supported",
-      "license": "ISC",
-      "dependencies": {
-        "glob": "^7.1.3"
-      },
-      "bin": {
-        "rimraf": "bin.js"
-      },
-      "funding": {
-        "url": "https://github.com/sponsors/isaacs"
-      }
-    },
     "node_modules/tmpl": {
       "version": "1.0.5",
       "resolved": "https://registry.npmjs.org/tmpl/-/tmpl-1.0.5.tgz",
@@ -15671,7 +15567,6 @@
       "version": "2.0.2",
       "resolved": "https://registry.npmjs.org/which/-/which-2.0.2.tgz",
       "integrity": "sha512-BLI3Tl1TW3Pvl70l3yq3Y64i+awpwXqsGBYWkkqMtnbXgrMD+yj7rhW0kuEDxzJaYXGjEW5ogapKNMEKNMjibA==",
-      "dev": true,
       "dependencies": {
         "isexe": "^2.0.0"
       },
@@ -15761,7 +15656,6 @@
       "version": "7.0.0",
       "resolved": "https://registry.npmjs.org/wrap-ansi/-/wrap-ansi-7.0.0.tgz",
       "integrity": "sha512-YVGIj2kamLSTxw6NsZjoBxfSwsn0ycdesmc4p+Q21c5zPuZ1pl+NfxVdxPtdHvmNVOQ6XSYG4AUtyt/Fi7D16Q==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "ansi-styles": "^4.0.0",
@@ -15779,7 +15673,6 @@
       "version": "4.3.0",
       "resolved": "https://registry.npmjs.org/ansi-styles/-/ansi-styles-4.3.0.tgz",
       "integrity": "sha512-zbB9rCJAT1rbjiVDb2hqKFHNYLxgtk8NURxZ3IZwD3F6NtxbXZQCnnSi1Lkx+IDohdPlFp222wVALIheZJQSEg==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "color-convert": "^2.0.1"
@@ -15795,7 +15688,6 @@
       "version": "2.0.1",
       "resolved": "https://registry.npmjs.org/color-convert/-/color-convert-2.0.1.tgz",
       "integrity": "sha512-RRECPsj7iu/xb5oKYcsFHSppFNnsj/52OVTRKb4zP5onXwVF3zVmmToNcOfGC+CRDpfK/U584fMg38ZHCaElKQ==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "color-name": "~1.1.4"
@@ -15808,7 +15700,6 @@
       "version": "1.1.4",
       "resolved": "https://registry.npmjs.org/color-name/-/color-name-1.1.4.tgz",
       "integrity": "sha512-dOy+3AuW3a2wNbZHIuMZpTcgjGuLU/uBL/ubcZF9OXbDo8ff4O8yVp5Bf0efS8uEoYo5q4Fx7dY9OgQGXgAsQA==",
-      "dev": true,
       "license": "MIT"
     },
     "node_modules/wrap-ansi/node_modules/ansi-styles": {

worklenz-backend/package.json

@@ -42,6 +42,9 @@
     "reportFile": "test-reporter.xml",
     "indent": 4
   },
+  "overrides": {
+    "rimraf": "^6.0.1"
+  },
   "dependencies": {
     "@aws-sdk/client-s3": "^3.378.0",
     "@aws-sdk/client-ses": "^3.378.0",

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/auth-controller.ts

@@ -31,6 +31,7 @@ export default class AuthController extends WorklenzControllerBase {
     // Flash messages sent from passport-local-signup.ts and passport-local-login.ts
     const errors = req.flash()["error"] || [];
     const messages = req.flash()["success"] || [];
+    
     // If there are multiple messages, we will send one at a time.
     const auth_error = errors.length > 0 ? errors[0] : null;
     const message = messages.length > 0 ? messages[0] : null;

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

@@ -0,0 +1,262 @@
+import db from "../config/db";
+import { IWorkLenzRequest } from "../interfaces/worklenz-request";
+import { IWorkLenzResponse } from "../interfaces/worklenz-response";
+import { ServerResponse } from "../models/server-response";
+import HandleExceptions from "../decorators/handle-exceptions";
+import WorklenzControllerBase from "./worklenz-controller-base";
+
+export default class ProjectRateCardController extends WorklenzControllerBase {
+
+  // Insert a single role for a project
+  @HandleExceptions()
+  public static async createOne(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const { project_id, job_title_id, rate } = req.body;
+    if (!project_id || !job_title_id || typeof rate !== "number") {
+      return res.status(400).send(new ServerResponse(false, null, "Invalid input"));
+    }
+    const q = `
+    INSERT INTO finance_project_rate_card_roles (project_id, job_title_id, rate)
+    VALUES ($1, $2, $3)
+    ON CONFLICT (project_id, job_title_id) DO UPDATE SET rate = EXCLUDED.rate
+    RETURNING *,
+      (SELECT name FROM job_titles jt WHERE jt.id = finance_project_rate_card_roles.job_title_id) AS jobtitle;
+  `;
+    const result = await db.query(q, [project_id, job_title_id, rate]);
+    return res.status(200).send(new ServerResponse(true, result.rows[0]));
+  }
+  // Insert multiple roles for a project
+  @HandleExceptions()
+  public static async createMany(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const { project_id, roles } = req.body;
+    if (!Array.isArray(roles) || !project_id) {
+      return res.status(400).send(new ServerResponse(false, null, "Invalid input"));
+    }
+    const values = roles.map((role: any) => [
+      project_id,
+      role.job_title_id,
+      role.rate
+    ]);
+    const q = `
+      INSERT INTO finance_project_rate_card_roles (project_id, job_title_id, rate)
+      VALUES ${values.map((_, i) => `($${i * 3 + 1}, $${i * 3 + 2}, $${i * 3 + 3})`).join(",")}
+      ON CONFLICT (project_id, job_title_id) DO UPDATE SET rate = EXCLUDED.rate
+      RETURNING *,
+      (SELECT name FROM job_titles jt WHERE jt.id = finance_project_rate_card_roles.job_title_id) AS Jobtitle;
+    `;
+    const flatValues = values.flat();
+    const result = await db.query(q, flatValues);
+    return res.status(200).send(new ServerResponse(true, result.rows));
+  }
+
+  // Get all roles for a project
+  @HandleExceptions()
+  public static async getByProjectId(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const { project_id } = req.params;
+    const q = `
+      SELECT
+      fprr.*,
+      jt.name as jobtitle,
+      (
+      SELECT COALESCE(json_agg(pm.id), '[]'::json)
+      FROM project_members pm
+      WHERE pm.project_rate_card_role_id = fprr.id
+      ) AS members
+      FROM finance_project_rate_card_roles fprr
+      LEFT JOIN job_titles jt ON fprr.job_title_id = jt.id
+      WHERE fprr.project_id = $1
+      ORDER BY fprr.created_at;
+    `;
+    const result = await db.query(q, [project_id]);
+    return res.status(200).send(new ServerResponse(true, result.rows));
+  }
+
+  // Get a single role by id
+  @HandleExceptions()
+  public static async getById(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const { id } = req.params;
+    const q = `
+      SELECT
+      fprr.*,
+      jt.name as jobtitle,
+      (
+        SELECT COALESCE(json_agg(pm.id), '[]'::json)
+        FROM project_members pm
+        WHERE pm.project_rate_card_role_id = fprr.id
+      ) AS members
+      FROM finance_project_rate_card_roles fprr
+      LEFT JOIN job_titles jt ON fprr.job_title_id = jt.id
+      WHERE fprr.id = $1;
+    `;
+    const result = await db.query(q, [id]);
+    return res.status(200).send(new ServerResponse(true, result.rows[0]));
+  }
+
+  // Update a single role by id
+  @HandleExceptions()
+  public static async updateById(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const { id } = req.params;
+    const { job_title_id, rate } = req.body;
+    const q = `
+      WITH updated AS (
+      UPDATE finance_project_rate_card_roles
+      SET job_title_id = $1, rate = $2, updated_at = NOW()
+      WHERE id = $3
+      RETURNING *
+      ),
+      jobtitles AS (
+      SELECT u.*, jt.name AS jobtitle
+      FROM updated u
+      JOIN job_titles jt ON jt.id = u.job_title_id
+      ),
+      members AS (
+      SELECT json_agg(pm.id) AS members, pm.project_rate_card_role_id
+      FROM project_members pm
+      WHERE pm.project_rate_card_role_id IN (SELECT id FROM jobtitles)
+      GROUP BY pm.project_rate_card_role_id
+      )
+      SELECT jt.*, m.members
+      FROM jobtitles jt
+      LEFT JOIN members m ON m.project_rate_card_role_id = jt.id;
+    `;
+    const result = await db.query(q, [job_title_id, rate, id]);
+    return res.status(200).send(new ServerResponse(true, result.rows[0]));
+  }
+
+  // update project member rate for a project with members
+  @HandleExceptions()
+  public static async updateProjectMemberByProjectIdAndMemberId(
+    req: IWorkLenzRequest,
+    res: IWorkLenzResponse
+  ): Promise<IWorkLenzResponse> {
+    const { project_id, id } = req.params;
+    const { project_rate_card_role_id } = req.body;
+
+    if (!project_id || !id || !project_rate_card_role_id) {
+      return res.status(400).send(new ServerResponse(false, null, "Missing values"));
+    }
+
+    try {
+      // Step 1: Check current role assignment
+      const checkQuery = `
+        SELECT project_rate_card_role_id
+        FROM project_members
+        WHERE id = $1 AND project_id = $2;
+        `;
+      const { rows: checkRows } = await db.query(checkQuery, [id, project_id]);
+
+      const currentRoleId = checkRows[0]?.project_rate_card_role_id;
+
+      if (currentRoleId !== null && currentRoleId !== project_rate_card_role_id) {
+        // Step 2: Fetch members with the requested role
+        const membersQuery = `
+            SELECT COALESCE(json_agg(id), '[]'::json) AS members
+            FROM project_members
+            WHERE project_id = $1 AND project_rate_card_role_id = $2;
+            `;
+        const { rows: memberRows } = await db.query(membersQuery, [project_id, project_rate_card_role_id]);
+
+        return res.status(200).send(
+          new ServerResponse(false, memberRows[0], "Already Assigned !")
+        );
+      }
+
+      // Step 3: Perform the update
+      const updateQuery = `
+          UPDATE project_members
+          SET project_rate_card_role_id = CASE
+          WHEN project_rate_card_role_id = $1 THEN NULL
+          ELSE $1
+          END
+          WHERE id = $2
+          AND project_id = $3
+          AND EXISTS (
+          SELECT 1
+          FROM finance_project_rate_card_roles
+          WHERE id = $1 AND project_id = $3
+          )
+          RETURNING project_rate_card_role_id;
+          `;
+      const { rows: updateRows } = await db.query(updateQuery, [project_rate_card_role_id, id, project_id]);
+
+      if (updateRows.length === 0) {
+        return res.status(200).send(new ServerResponse(true, [], "Project member not found or invalid project_rate_card_role_id"));
+      }
+
+      const updatedRoleId = updateRows[0].project_rate_card_role_id || project_rate_card_role_id;
+
+      // Step 4: Fetch updated members list
+      const membersQuery = `
+        SELECT COALESCE(json_agg(id), '[]'::json) AS members
+        FROM project_members
+        WHERE project_id = $1 AND project_rate_card_role_id = $2;
+        `;
+      const { rows: finalMembers } = await db.query(membersQuery, [project_id, updatedRoleId]);
+
+      return res.status(200).send(new ServerResponse(true, finalMembers[0]));
+    } catch (error) {
+      return res.status(500).send(new ServerResponse(false, null, "Internal server error"));
+    }
+  }
+  // Update all roles for a project (delete then insert)
+  @HandleExceptions()
+  public static async updateByProjectId(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const { project_id, roles } = req.body;
+    if (!Array.isArray(roles) || !project_id) {
+      return res.status(400).send(new ServerResponse(false, null, "Invalid input"));
+    }
+    if (roles.length === 0) {
+      // If no roles provided, do nothing and return empty array
+      return res.status(200).send(new ServerResponse(true, []));
+    }
+    // Build upsert query for all roles
+    const values = roles.map((role: any) => [
+      project_id,
+      role.job_title_id,
+      role.rate
+    ]);
+    const q = `
+        WITH upserted AS (
+        INSERT INTO finance_project_rate_card_roles (project_id, job_title_id, rate)
+        VALUES ${values.map((_, i) => `($${i * 3 + 1}, $${i * 3 + 2}, $${i * 3 + 3})`).join(",")}
+        ON CONFLICT (project_id, job_title_id)
+        DO UPDATE SET rate = EXCLUDED.rate, updated_at = NOW()
+        RETURNING *
+        ),
+        jobtitles AS (
+        SELECT upr.*, jt.name AS jobtitle
+        FROM upserted upr
+        JOIN job_titles jt ON jt.id = upr.job_title_id
+        ),
+        members AS (
+        SELECT json_agg(pm.id) AS members, pm.project_rate_card_role_id
+        FROM project_members pm
+        WHERE pm.project_rate_card_role_id IN (SELECT id FROM jobtitles)
+        GROUP BY pm.project_rate_card_role_id
+        )
+        SELECT jt.*, m.members
+        FROM jobtitles jt
+        LEFT JOIN members m ON m.project_rate_card_role_id = jt.id;
+    `;
+    const flatValues = values.flat();
+    const result = await db.query(q, flatValues);
+    return res.status(200).send(new ServerResponse(true, result.rows));
+  }
+
+  // Delete a single role by id
+  @HandleExceptions()
+  public static async deleteById(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const { id } = req.params;
+    const q = `DELETE FROM finance_project_rate_card_roles WHERE id = $1 RETURNING *;`;
+    const result = await db.query(q, [id]);
+    return res.status(200).send(new ServerResponse(true, result.rows[0]));
+  }
+
+  // Delete all roles for a project
+  @HandleExceptions()
+  public static async deleteByProjectId(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const { project_id } = req.params;
+    const q = `DELETE FROM finance_project_rate_card_roles WHERE project_id = $1 RETURNING *;`;
+    const result = await db.query(q, [project_id]);
+    return res.status(200).send(new ServerResponse(true, result.rows));
+  }
+}

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

@@ -395,6 +395,7 @@ export default class ProjectsController extends WorklenzControllerBase {
              projects.folder_id,
              projects.phase_label,
              projects.category_id,
+             projects.currency,
              (projects.estimated_man_days) AS man_days,
              (projects.estimated_working_days) AS working_days,
              (projects.hours_per_day) AS hours_per_day,

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

@@ -0,0 +1,157 @@
+import { IWorkLenzRequest } from "../interfaces/worklenz-request";
+import { IWorkLenzResponse } from "../interfaces/worklenz-response";
+import db from "../config/db";
+import { ServerResponse } from "../models/server-response";
+import WorklenzControllerBase from "./worklenz-controller-base";
+import HandleExceptions from "../decorators/handle-exceptions";
+
+export default class RateCardController extends WorklenzControllerBase {
+  @HandleExceptions()
+  public static async create(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const q = `
+      INSERT INTO finance_rate_cards (team_id, name)
+      VALUES ($1, $2)
+      RETURNING id, name, team_id, created_at, updated_at;
+    `;
+    const result = await db.query(q, [req.user?.team_id || null, req.body.name]);
+    const [data] = result.rows;
+    return res.status(200).send(new ServerResponse(true, data));
+  }
+
+  @HandleExceptions()
+  public static async get(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const { searchQuery, sortField, sortOrder, size, offset } = this.toPaginationOptions(req.query, "name");
+
+    const q = `
+    SELECT ROW_TO_JSON(rec) AS rate_cards
+    FROM (
+      SELECT COUNT(*) AS total,
+        (
+          SELECT COALESCE(ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(t))), '[]'::JSON)
+          FROM (
+            SELECT id, name, team_id, currency, created_at, updated_at
+            FROM finance_rate_cards
+            WHERE team_id = $1 ${searchQuery}
+            ORDER BY ${sortField} ${sortOrder}
+            LIMIT $2 OFFSET $3
+          ) t
+        ) AS data
+      FROM finance_rate_cards
+      WHERE team_id = $1 ${searchQuery}
+    ) rec;
+  `;
+    const result = await db.query(q, [req.user?.team_id || null, size, offset]);
+    const [data] = result.rows;
+
+    return res.status(200).send(new ServerResponse(true, data.rate_cards || this.paginatedDatasetDefaultStruct));
+  }
+
+  @HandleExceptions()
+  public static async getById(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    // 1. Fetch the rate card
+    const q = `
+    SELECT id, name, team_id, currency, created_at, updated_at
+    FROM finance_rate_cards
+    WHERE id = $1 AND team_id = $2;
+  `;
+    const result = await db.query(q, [req.params.id, req.user?.team_id || null]);
+    const [data] = result.rows;
+
+    if (!data) {
+      return res.status(404).send(new ServerResponse(false, null, "Rate card not found"));
+    }
+
+    // 2. Fetch job roles with job title names
+    const jobRolesQ = `
+    SELECT
+      rcr.job_title_id,
+      jt.name AS jobTitle,
+      rcr.rate,
+      rcr.rate_card_id
+    FROM finance_rate_card_roles rcr
+    LEFT JOIN job_titles jt ON rcr.job_title_id = jt.id
+    WHERE rcr.rate_card_id = $1
+  `;
+    const jobRolesResult = await db.query(jobRolesQ, [req.params.id]);
+    const jobRolesList = jobRolesResult.rows;
+
+    // 3. Return the rate card with jobRolesList
+    return res.status(200).send(
+      new ServerResponse(true, {
+        ...data,
+        jobRolesList,
+      })
+    );
+  }
+
+  @HandleExceptions()
+  public static async update(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    // 1. Update the rate card
+    const updateRateCardQ = `
+    UPDATE finance_rate_cards
+    SET name = $3, currency = $4, updated_at = NOW()
+    WHERE id = $1 AND team_id = $2
+    RETURNING id, name, team_id, currency, created_at, updated_at;
+  `;
+    const result = await db.query(updateRateCardQ, [
+      req.params.id,
+      req.user?.team_id || null,
+      req.body.name,
+      req.body.currency,
+    ]);
+    const [rateCardData] = result.rows;
+
+    // 2. Update job roles (delete old, insert new)
+    if (Array.isArray(req.body.jobRolesList)) {
+      // Delete existing roles for this rate card
+      await db.query(
+        `DELETE FROM finance_rate_card_roles WHERE rate_card_id = $1;`,
+        [req.params.id]
+      );
+
+      // Insert new roles
+      for (const role of req.body.jobRolesList) {
+        if (role.job_title_id) {
+          await db.query(
+            `INSERT INTO finance_rate_card_roles (rate_card_id, job_title_id, rate)
+           VALUES ($1, $2, $3);`,
+            [req.params.id, role.job_title_id, role.rate ?? 0]
+          );
+        }
+      }
+    }
+
+    // 3. Get jobRolesList with job title names
+    const jobRolesQ = `
+    SELECT
+      rcr.job_title_id,
+      jt.name AS jobTitle,
+      rcr.rate
+    FROM finance_rate_card_roles rcr
+    LEFT JOIN job_titles jt ON rcr.job_title_id = jt.id
+    WHERE rcr.rate_card_id = $1
+  `;
+    const jobRolesResult = await db.query(jobRolesQ, [req.params.id]);
+    const jobRolesList = jobRolesResult.rows;
+
+    // 4. Return the updated rate card with jobRolesList
+    return res.status(200).send(
+      new ServerResponse(true, {
+        ...rateCardData,
+        jobRolesList,
+      })
+    );
+  }
+
+  @HandleExceptions()
+  public static async deleteById(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const q = `
+      DELETE FROM finance_rate_cards
+      WHERE id = $1 AND team_id = $2
+      RETURNING id;
+    `;
+    const result = await db.query(q, [req.params.id, req.user?.team_id || null]);
+    return res.status(200).send(new ServerResponse(true, result.rows.length > 0));
+  }
+}
+

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

@@ -415,15 +415,20 @@ export default class ReportingController extends WorklenzControllerBase {
 
   @HandleExceptions()
   public static async getMyTeams(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    const selectedTeamId = req.user?.team_id;
+    if (!selectedTeamId) {
+      return res.status(400).send(new ServerResponse(false, "No selected team"));
+    }
     const q = `SELECT team_id AS id, name
                FROM team_members tm
                       LEFT JOIN teams ON teams.id = tm.team_id
                WHERE tm.user_id = $1
+                 AND tm.team_id = $2
                  AND role_id IN (SELECT id
                                  FROM roles
                                  WHERE (admin_role IS TRUE OR owner IS TRUE))
                ORDER BY name;`;
-    const result = await db.query(q, [req.user?.id]);
+    const result = await db.query(q, [req.user?.id, selectedTeamId]);
     result.rows.forEach((team: any) => team.selected = true);
     return res.status(200).send(new ServerResponse(true, result.rows));
   }

worklenz-backend/src/controllers/reporting/reporting-allocation-controller.ts

@@ -15,6 +15,25 @@ enum IToggleOptions {
 }
 
 export default class ReportingAllocationController extends ReportingControllerBase {
+  // Helper method to build billable query with custom table alias
+  private static buildBillableQueryWithAlias(selectedStatuses: { billable: boolean; nonBillable: boolean }, tableAlias: string = 'tasks'): string {
+    const { billable, nonBillable } = selectedStatuses;
+  
+    if (billable && nonBillable) {
+      // Both are enabled, no need to filter
+      return "";
+    } else if (billable && !nonBillable) {
+      // Only billable is enabled - show only billable tasks
+      return ` AND ${tableAlias}.billable IS TRUE`;
+    } else if (!billable && nonBillable) {
+      // Only non-billable is enabled - show only non-billable tasks
+      return ` AND ${tableAlias}.billable IS FALSE`;
+    } else {
+      // Neither selected - this shouldn't happen in normal UI flow
+      return "";
+    }
+  }
+
   private static async getTimeLoggedByProjects(projects: string[], users: string[], key: string, dateRange: string[], archived = false, user_id = "", billable: { billable: boolean; nonBillable: boolean }): Promise<any> {
     try {
       const projectIds = projects.map(p => `'${p}'`).join(",");
@@ -77,8 +96,8 @@ export default class ReportingAllocationController extends ReportingControllerBa
                sps.icon AS status_icon,
                (SELECT COUNT(*)
                 FROM tasks
-                WHERE CASE WHEN ($1 IS TRUE) THEN project_id IS NOT NULL ELSE archived = FALSE END ${billableQuery}
-                  AND project_id = projects.id) AS all_tasks_count,
+                WHERE CASE WHEN ($1 IS TRUE) THEN project_id IS NOT NULL ELSE archived = FALSE END
+                  AND project_id = projects.id ${billableQuery}) AS all_tasks_count,
                (SELECT COUNT(*)
                 FROM tasks
                 WHERE CASE WHEN ($1 IS TRUE) THEN project_id IS NOT NULL ELSE archived = FALSE END
@@ -94,10 +113,11 @@ export default class ReportingAllocationController extends ReportingControllerBa
                         SELECT name,
                                (SELECT COALESCE(SUM(time_spent), 0)
                                 FROM task_work_log
-                                       LEFT JOIN tasks ON task_work_log.task_id = tasks.id 
-                                WHERE user_id = users.id ${billableQuery}
+                                       LEFT JOIN tasks ON task_work_log.task_id = tasks.id
+                                WHERE user_id = users.id
                                   AND CASE WHEN ($1 IS TRUE) THEN tasks.project_id IS NOT NULL ELSE tasks.archived = FALSE END
                                   AND tasks.project_id = projects.id
+                                  ${billableQuery}
                                   ${duration}) AS time_logged
                         FROM users
                         WHERE id IN (${userIds})
@@ -121,10 +141,11 @@ export default class ReportingAllocationController extends ReportingControllerBa
       const q = `(SELECT id,
                     (SELECT COALESCE(SUM(time_spent), 0)
                     FROM task_work_log
-                            LEFT JOIN tasks ON task_work_log.task_id = tasks.id ${billableQuery}
+                            LEFT JOIN tasks ON task_work_log.task_id = tasks.id
                     WHERE user_id = users.id
                     AND CASE WHEN ($1 IS TRUE) THEN tasks.project_id IS NOT NULL ELSE tasks.archived = FALSE END
                     AND tasks.project_id IN (${projectIds})
+                    ${billableQuery}
                     ${duration}) AS time_logged
                     FROM users
                     WHERE id IN (${userIds})
@@ -346,6 +367,8 @@ export default class ReportingAllocationController extends ReportingControllerBa
     const projects = (req.body.projects || []) as string[];
     const projectIds = projects.map(p => `'${p}'`).join(",");
 
+    const categories = (req.body.categories || []) as string[];
+    const noCategory = req.body.noCategory || false;
     const billable = req.body.billable;
 
     if (!teamIds || !projectIds.length)
@@ -361,6 +384,33 @@ export default class ReportingAllocationController extends ReportingControllerBa
 
     const billableQuery = this.buildBillableQuery(billable);
 
+    // Prepare projects filter
+    let projectsFilter = "";
+    if (projectIds.length > 0) {
+      projectsFilter = `AND p.id IN (${projectIds})`;
+    } else {
+      // If no projects are selected, don't show any data
+      projectsFilter = `AND 1=0`; // This will match no rows
+    }
+
+    // Prepare categories filter - updated logic
+    let categoriesFilter = "";
+    if (categories.length > 0 && noCategory) {
+      // Both specific categories and "No Category" are selected
+      const categoryIds = categories.map(id => `'${id}'`).join(",");
+      categoriesFilter = `AND (p.category_id IS NULL OR p.category_id IN (${categoryIds}))`;
+    } else if (categories.length === 0 && noCategory) {
+      // Only "No Category" is selected
+      categoriesFilter = `AND p.category_id IS NULL`;
+    } else if (categories.length > 0 && !noCategory) {
+      // Only specific categories are selected
+      const categoryIds = categories.map(id => `'${id}'`).join(",");
+      categoriesFilter = `AND p.category_id IN (${categoryIds})`;
+    } else {
+      // categories.length === 0 && !noCategory - no categories selected, show nothing
+      categoriesFilter = `AND 1=0`; // This will match no rows
+    }
+
     const q = `
         SELECT p.id,
             p.name,
@@ -368,13 +418,15 @@ export default class ReportingAllocationController extends ReportingControllerBa
             SUM(total_minutes) AS estimated,
             color_code
         FROM projects p
-                LEFT JOIN tasks ON tasks.project_id = p.id ${billableQuery}
+                LEFT JOIN tasks ON tasks.project_id = p.id
                 LEFT JOIN task_work_log ON task_work_log.task_id = tasks.id
-        WHERE p.id IN (${projectIds}) ${durationClause} ${archivedClause}
+        WHERE p.id IN (${projectIds}) ${durationClause} ${archivedClause} ${categoriesFilter} ${billableQuery}
         GROUP BY p.id, p.name
         ORDER BY logged_time DESC;`;
     const result = await db.query(q, []);
 
+    const utilization = (req.body.utilization || []) as string[];
+
     const data = [];
 
     for (const project of result.rows) {
@@ -401,10 +453,12 @@ export default class ReportingAllocationController extends ReportingControllerBa
     const projects = (req.body.projects || []) as string[];
     const projectIds = projects.map(p => `'${p}'`).join(",");
 
+    const categories = (req.body.categories || []) as string[];
+    const noCategory = req.body.noCategory || false;
     const billable = req.body.billable;
 
-    if (!teamIds || !projectIds.length)
-      return res.status(200).send(new ServerResponse(true, { users: [], projects: [] }));
+    if (!teamIds)
+      return res.status(200).send(new ServerResponse(true, { filteredRows: [], totals: { total_time_logs: "0", total_estimated_hours: "0", total_utilization: "0" } }));
 
     const { duration, date_range } = req.body;
 
@@ -416,7 +470,9 @@ export default class ReportingAllocationController extends ReportingControllerBa
       endDate = moment(date_range[1]);
     } else if (duration === DATE_RANGES.ALL_TIME) {
       // Fetch the earliest start_date (or created_at if null) from selected projects
-      const minDateQuery = `SELECT MIN(COALESCE(start_date, created_at)) as min_date FROM projects WHERE id IN (${projectIds})`;
+      const minDateQuery = projectIds.length > 0 
+        ? `SELECT MIN(COALESCE(start_date, created_at)) as min_date FROM projects WHERE id IN (${projectIds})`
+        : `SELECT MIN(COALESCE(start_date, created_at)) as min_date FROM projects WHERE team_id IN (${teamIds})`;
       const minDateResult = await db.query(minDateQuery, []);
       const minDate = minDateResult.rows[0]?.min_date;
       startDate = minDate ? moment(minDate) : moment('2000-01-01');
@@ -445,59 +501,223 @@ export default class ReportingAllocationController extends ReportingControllerBa
       }
     }
 
-    // Count only weekdays (Mon-Fri) in the period
+    // Get organization working days
+    const orgWorkingDaysQuery = `
+      SELECT monday, tuesday, wednesday, thursday, friday, saturday, sunday
+      FROM organization_working_days
+      WHERE organization_id IN (
+        SELECT t.organization_id 
+        FROM teams t 
+        WHERE t.id IN (${teamIds})
+        LIMIT 1
+      );
+    `;
+    const orgWorkingDaysResult = await db.query(orgWorkingDaysQuery, []);
+    const workingDaysConfig = orgWorkingDaysResult.rows[0] || {
+      monday: true,
+      tuesday: true,
+      wednesday: true,
+      thursday: true,
+      friday: true,
+      saturday: false,
+      sunday: false
+    };
+
+    // Count working days based on organization settings
     let workingDays = 0;
     let current = startDate.clone();
     while (current.isSameOrBefore(endDate, 'day')) {
       const day = current.isoWeekday();
-      if (day >= 1 && day <= 5) workingDays++;
+      if (
+        (day === 1 && workingDaysConfig.monday) ||
+        (day === 2 && workingDaysConfig.tuesday) ||
+        (day === 3 && workingDaysConfig.wednesday) ||
+        (day === 4 && workingDaysConfig.thursday) ||
+        (day === 5 && workingDaysConfig.friday) ||
+        (day === 6 && workingDaysConfig.saturday) ||
+        (day === 7 && workingDaysConfig.sunday)
+      ) {
+        workingDays++;
+      }
       current.add(1, 'day');
     }
 
-    // Get hours_per_day for all selected projects
-    const projectHoursQuery = `SELECT id, hours_per_day FROM projects WHERE id IN (${projectIds})`;
-    const projectHoursResult = await db.query(projectHoursQuery, []);
-    const projectHoursMap: Record<string, number> = {};
-    for (const row of projectHoursResult.rows) {
-      projectHoursMap[row.id] = row.hours_per_day || 8;
-    }
-    // Sum total working hours for all selected projects
-    let totalWorkingHours = 0;
-    for (const pid of Object.keys(projectHoursMap)) {
-      totalWorkingHours += workingDays * projectHoursMap[pid];
+    // Get organization working hours
+    const orgWorkingHoursQuery = `SELECT working_hours FROM organizations WHERE id = (SELECT t.organization_id FROM teams t WHERE t.id IN (${teamIds}) LIMIT 1)`;
+    const orgWorkingHoursResult = await db.query(orgWorkingHoursQuery, []);
+    const orgWorkingHours = orgWorkingHoursResult.rows[0]?.working_hours || 8;
+    
+    // Calculate total working hours with minimum baseline for non-working day scenarios
+    let totalWorkingHours = workingDays * orgWorkingHours;
+    let isNonWorkingPeriod = false;
+    
+    // If no working days but there might be logged time, set minimum baseline
+    // This ensures that time logged on non-working days is treated as over-utilization
+    // Business Logic: If someone works on weekends/holidays when workingDays = 0,
+    // we use a minimal baseline (1 hour) so any logged time results in >100% utilization
+    if (totalWorkingHours === 0) {
+      totalWorkingHours = 1; // Minimal baseline to ensure over-utilization
+      isNonWorkingPeriod = true;
     }
 
-    const durationClause = this.getDateRangeClause(duration || DATE_RANGES.LAST_WEEK, date_range);
     const archivedClause = archived
       ? ""
       : `AND p.id NOT IN (SELECT project_id FROM archived_projects WHERE project_id = p.id AND user_id = '${req.user?.id}') `;
 
-    const billableQuery = this.buildBillableQuery(billable);
-
-    const q = `
-        SELECT tmiv.email, tmiv.name, SUM(time_spent) AS logged_time
-            FROM team_member_info_view tmiv
-                    LEFT JOIN task_work_log ON task_work_log.user_id = tmiv.user_id
-                    LEFT JOIN tasks ON tasks.id = task_work_log.task_id ${billableQuery}
-                    LEFT JOIN projects p ON p.id = tasks.project_id AND p.team_id = tmiv.team_id
-            WHERE p.id IN (${projectIds})
-            ${durationClause} ${archivedClause}
-            GROUP BY tmiv.email, tmiv.name
-            ORDER BY logged_time DESC;`;
-    const result = await db.query(q, []);
-
-    for (const member of result.rows) {
-      member.value = member.logged_time ? parseFloat(moment.duration(member.logged_time, "seconds").asHours().toFixed(2)) : 0;
-      member.color_code = getColor(member.name);
-      member.total_working_hours = totalWorkingHours;
-      member.utilization_percent = (totalWorkingHours > 0 && member.logged_time) ? ((parseFloat(member.logged_time) / (totalWorkingHours * 3600)) * 100).toFixed(2) : '0.00';
-      member.utilized_hours = member.logged_time ? (parseFloat(member.logged_time) / 3600).toFixed(2) : '0.00';
-      // Over/under utilized hours: utilized_hours - total_working_hours
-      const overUnder = member.utilized_hours && member.total_working_hours ? (parseFloat(member.utilized_hours) - member.total_working_hours) : 0;
-      member.over_under_utilized_hours = overUnder.toFixed(2);
+    const billableQuery = this.buildBillableQueryWithAlias(billable, 't');
+    const members = (req.body.members || []) as string[];
+    
+    // Prepare members filter - updated logic to handle Clear All scenario
+    let membersFilter = "";
+    if (members.length > 0) {
+      const memberIds = members.map(id => `'${id}'`).join(",");
+      membersFilter = `AND tmiv.team_member_id IN (${memberIds})`;
+    } else {
+      // No members selected - show no data (Clear All scenario)
+      membersFilter = `AND 1=0`; // This will match no rows
     }
 
-    return res.status(200).send(new ServerResponse(true, result.rows));
+    // Prepare projects filter
+    let projectsFilter = "";
+    if (projectIds.length > 0) {
+      projectsFilter = `AND p.id IN (${projectIds})`;
+    } else {
+      // If no projects are selected, don't show any data
+      projectsFilter = `AND 1=0`; // This will match no rows
+    }
+
+    // Prepare categories filter - updated logic
+    let categoriesFilter = "";
+    if (categories.length > 0 && noCategory) {
+      // Both specific categories and "No Category" are selected
+      const categoryIds = categories.map(id => `'${id}'`).join(",");
+      categoriesFilter = `AND (p.category_id IS NULL OR p.category_id IN (${categoryIds}))`;
+    } else if (categories.length === 0 && noCategory) {
+      // Only "No Category" is selected
+      categoriesFilter = `AND p.category_id IS NULL`;
+    } else if (categories.length > 0 && !noCategory) {
+      // Only specific categories are selected
+      const categoryIds = categories.map(id => `'${id}'`).join(",");
+      categoriesFilter = `AND p.category_id IN (${categoryIds})`;
+    } else {
+      // categories.length === 0 && !noCategory - no categories selected, show nothing
+      categoriesFilter = `AND 1=0`; // This will match no rows
+    }
+
+    // Create custom duration clause for twl table alias
+    let customDurationClause = "";
+    if (date_range && date_range.length === 2) {
+      const start = moment(date_range[0]).format("YYYY-MM-DD");
+      const end = moment(date_range[1]).format("YYYY-MM-DD");
+      if (start === end) {
+        customDurationClause = `AND twl.created_at::DATE = '${start}'::DATE`;
+      } else {
+        customDurationClause = `AND twl.created_at::DATE >= '${start}'::DATE AND twl.created_at < '${end}'::DATE + INTERVAL '1 day'`;
+      }
+    } else {
+      const key = duration || DATE_RANGES.LAST_WEEK;
+      if (key === DATE_RANGES.YESTERDAY)
+        customDurationClause = "AND twl.created_at >= (CURRENT_DATE - INTERVAL '1 day')::DATE AND twl.created_at < CURRENT_DATE::DATE";
+      else if (key === DATE_RANGES.LAST_WEEK)
+        customDurationClause = "AND twl.created_at >= (CURRENT_DATE - INTERVAL '1 week')::DATE AND twl.created_at < CURRENT_DATE::DATE + INTERVAL '1 day'";
+      else if (key === DATE_RANGES.LAST_MONTH)
+        customDurationClause = "AND twl.created_at >= (CURRENT_DATE - INTERVAL '1 month')::DATE AND twl.created_at < CURRENT_DATE::DATE + INTERVAL '1 day'";
+      else if (key === DATE_RANGES.LAST_QUARTER)
+        customDurationClause = "AND twl.created_at >= (CURRENT_DATE - INTERVAL '3 months')::DATE AND twl.created_at < CURRENT_DATE::DATE + INTERVAL '1 day'";
+    }
+
+    // Modified query to start from team members and calculate filtered time logs
+    const q = `
+      SELECT 
+        tmiv.team_member_id, 
+        tmiv.email, 
+        tmiv.name, 
+        COALESCE(
+          (SELECT SUM(twl.time_spent)
+           FROM task_work_log twl
+           LEFT JOIN tasks t ON t.id = twl.task_id
+           LEFT JOIN projects p ON p.id = t.project_id
+           WHERE twl.user_id = tmiv.user_id
+             ${customDurationClause}
+             ${projectsFilter}
+             ${categoriesFilter}
+             ${archivedClause}
+             ${billableQuery}
+             AND p.team_id = tmiv.team_id
+          ), 0
+        ) AS logged_time
+      FROM team_member_info_view tmiv
+      WHERE tmiv.team_id IN (${teamIds})
+        AND tmiv.active = TRUE
+        ${membersFilter}
+      GROUP BY tmiv.email, tmiv.name, tmiv.team_member_id, tmiv.user_id, tmiv.team_id
+      ORDER BY logged_time DESC;`;
+
+    const result = await db.query(q, []);
+    const utilization = (req.body.utilization || []) as string[];
+
+    // Precompute totalWorkingHours * 3600 for efficiency
+    const totalWorkingSeconds = totalWorkingHours * 3600;
+
+    // calculate utilization state
+    for (let i = 0, len = result.rows.length; i < len; i++) {
+      const member = result.rows[i];
+      const loggedSeconds = member.logged_time ? parseFloat(member.logged_time) : 0;
+      const utilizedHours = loggedSeconds / 3600;
+      
+      // For individual members, use the same logic as total calculation
+      let memberWorkingHours = totalWorkingHours;
+      if (isNonWorkingPeriod && loggedSeconds > 0) {
+        // Any time logged during non-working period should be treated as over-utilization
+        memberWorkingHours = Math.min(utilizedHours, 1); // Use actual time or 1 hour, whichever is smaller
+      }
+      
+      const utilizationPercent = memberWorkingHours > 0 && loggedSeconds
+        ? ((loggedSeconds / (memberWorkingHours * 3600)) * 100)
+        : 0;
+      const overUnder = utilizedHours - memberWorkingHours;
+
+      member.value = utilizedHours ? parseFloat(utilizedHours.toFixed(2)) : 0;
+      member.color_code = getColor(member.name);
+      member.total_working_hours = memberWorkingHours;
+      member.utilization_percent = utilizationPercent.toFixed(2);
+      member.utilized_hours = utilizedHours.toFixed(2);
+      member.over_under_utilized_hours = overUnder.toFixed(2);
+
+      if (utilizationPercent < 90) {
+        member.utilization_state = 'under';
+      } else if (utilizationPercent <= 110) {
+        member.utilization_state = 'optimal';
+      } else {
+        member.utilization_state = 'over';
+      }
+    }
+
+    // Apply utilization filter
+    let filteredRows;
+    if (utilization.length > 0) {
+      // Filter to only show selected utilization states
+      filteredRows = result.rows.filter(member => utilization.includes(member.utilization_state));
+    } else {
+      // No utilization states selected - show no data (Clear All scenario)
+      filteredRows = [];
+    }
+
+    // Calculate totals
+    const total_time_logs = filteredRows.reduce((sum, member) => sum + parseFloat(member.logged_time || '0'), 0);
+    const total_estimated_hours = totalWorkingHours * filteredRows.length; // Total for all members
+    const total_utilization = total_time_logs > 0 && total_estimated_hours > 0
+      ? ((total_time_logs / (total_estimated_hours * 3600)) * 100).toFixed(1)
+      : '0';
+
+    return res.status(200).send(new ServerResponse(true, {
+      filteredRows,
+      totals: {
+        total_time_logs: ((total_time_logs / 3600).toFixed(2)).toString(),
+        total_estimated_hours: total_estimated_hours.toString(),
+        total_utilization: total_utilization.toString(),
+      },
+    }));
   }
 
   @HandleExceptions()
@@ -580,6 +800,9 @@ export default class ReportingAllocationController extends ReportingControllerBa
 
     const projects = (req.body.projects || []) as string[];
     const projectIds = projects.map(p => `'${p}'`).join(",");
+    
+    const categories = (req.body.categories || []) as string[];
+    const noCategory = req.body.noCategory || false;
     const { type, billable } = req.body;
 
     if (!teamIds || !projectIds.length)
@@ -595,6 +818,33 @@ export default class ReportingAllocationController extends ReportingControllerBa
 
     const billableQuery = this.buildBillableQuery(billable);
 
+    // Prepare projects filter
+    let projectsFilter = "";
+    if (projectIds.length > 0) {
+      projectsFilter = `AND p.id IN (${projectIds})`;
+    } else {
+      // If no projects are selected, don't show any data
+      projectsFilter = `AND 1=0`; // This will match no rows
+    }
+
+    // Prepare categories filter - updated logic
+    let categoriesFilter = "";
+    if (categories.length > 0 && noCategory) {
+      // Both specific categories and "No Category" are selected
+      const categoryIds = categories.map(id => `'${id}'`).join(",");
+      categoriesFilter = `AND (p.category_id IS NULL OR p.category_id IN (${categoryIds}))`;
+    } else if (categories.length === 0 && noCategory) {
+      // Only "No Category" is selected
+      categoriesFilter = `AND p.category_id IS NULL`;
+    } else if (categories.length > 0 && !noCategory) {
+      // Only specific categories are selected
+      const categoryIds = categories.map(id => `'${id}'`).join(",");
+      categoriesFilter = `AND p.category_id IN (${categoryIds})`;
+    } else {
+      // categories.length === 0 && !noCategory - no categories selected, show nothing
+      categoriesFilter = `AND 1=0`; // This will match no rows
+    }
+
     const q = `
         SELECT p.id,
             p.name,
@@ -608,9 +858,9 @@ export default class ReportingAllocationController extends ReportingControllerBa
             WHERE project_id = p.id) AS estimated,
             color_code
         FROM projects p
-                LEFT JOIN tasks ON tasks.project_id = p.id ${billableQuery}
+                LEFT JOIN tasks ON tasks.project_id = p.id
                 LEFT JOIN task_work_log ON task_work_log.task_id = tasks.id
-        WHERE p.id IN (${projectIds}) ${durationClause} ${archivedClause}
+        WHERE p.id IN (${projectIds}) ${durationClause} ${archivedClause} ${categoriesFilter} ${billableQuery}
         GROUP BY p.id, p.name
         ORDER BY logged_time DESC;`;
     const result = await db.query(q, []);

worklenz-backend/src/controllers/reporting/reporting-members-controller.ts

@@ -31,6 +31,7 @@ export default class ReportingMembersController extends ReportingControllerBase
     const completedDurationClasue = this.completedDurationFilter(key, dateRange);
     const overdueActivityLogsClause = this.getActivityLogsOverdue(key, dateRange);
     const activityLogCreationFilter = this.getActivityLogsCreationClause(key, dateRange);
+    const timeLogDateRangeClause = this.getTimeLogDateRangeClause(key, dateRange);
 
     const q = `SELECT COUNT(DISTINCT email) AS total,
               (SELECT COALESCE(ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(t))), '[]'::JSON)
@@ -100,7 +101,25 @@ export default class ReportingMembersController extends ReportingControllerBase
                                   FROM tasks t
                                           LEFT JOIN tasks_assignees ta ON t.id = ta.task_id
                                   WHERE team_member_id = tmiv.team_member_id
-                                      AND is_doing((SELECT new_value FROM task_activity_logs tl WHERE tl.task_id = t.id AND tl.attribute_type = 'status' ${activityLogCreationFilter} ORDER BY tl.created_at DESC LIMIT 1)::UUID, t.project_id) ${archivedClause}) AS ongoing_by_activity_logs
+                                      AND is_doing((SELECT new_value FROM task_activity_logs tl WHERE tl.task_id = t.id AND tl.attribute_type = 'status' ${activityLogCreationFilter} ORDER BY tl.created_at DESC LIMIT 1)::UUID, t.project_id) ${archivedClause}) AS ongoing_by_activity_logs,
+
+                              (SELECT COALESCE(SUM(twl.time_spent), 0)
+                                  FROM task_work_log twl
+                                  LEFT JOIN tasks t ON twl.task_id = t.id
+                                  WHERE twl.user_id = (SELECT user_id FROM team_members WHERE id = tmiv.team_member_id)
+                                      AND t.billable IS TRUE
+                                      AND t.project_id IN (SELECT id FROM projects WHERE team_id = $1)
+                                      ${timeLogDateRangeClause}
+                                      ${includeArchived ? "" : `AND t.project_id NOT IN (SELECT project_id FROM archived_projects WHERE project_id = t.project_id AND archived_projects.user_id = '${userId}')`}) AS billable_time,
+
+                              (SELECT COALESCE(SUM(twl.time_spent), 0)
+                                  FROM task_work_log twl
+                                  LEFT JOIN tasks t ON twl.task_id = t.id
+                                  WHERE twl.user_id = (SELECT user_id FROM team_members WHERE id = tmiv.team_member_id)
+                                      AND t.billable IS FALSE
+                                      AND t.project_id IN (SELECT id FROM projects WHERE team_id = $1)
+                                      ${timeLogDateRangeClause}
+                                      ${includeArchived ? "" : `AND t.project_id NOT IN (SELECT project_id FROM archived_projects WHERE project_id = t.project_id AND archived_projects.user_id = '${userId}')`}) AS non_billable_time
                       FROM team_member_info_view tmiv
                       WHERE tmiv.team_id = $1 ${teamsClause}
                           AND tmiv.team_member_id IN (SELECT team_member_id
@@ -311,6 +330,30 @@ export default class ReportingMembersController extends ReportingControllerBase
     return "";
   }
 
+  protected static getTimeLogDateRangeClause(key: string, dateRange: string[]) {
+    if (dateRange.length === 2) {
+      const start = moment(dateRange[0]).format("YYYY-MM-DD");
+      const end = moment(dateRange[1]).format("YYYY-MM-DD");
+
+      if (start === end) {
+        return `AND twl.created_at::DATE = '${start}'::DATE`;
+      }
+
+      return `AND twl.created_at::DATE >= '${start}'::DATE AND twl.created_at < '${end}'::DATE + INTERVAL '1 day'`;
+    }
+
+    if (key === DATE_RANGES.YESTERDAY)
+      return `AND twl.created_at >= (CURRENT_DATE - INTERVAL '1 day')::DATE AND twl.created_at < CURRENT_DATE::DATE`;
+    if (key === DATE_RANGES.LAST_WEEK)
+      return `AND twl.created_at >= (CURRENT_DATE - INTERVAL '1 week')::DATE AND twl.created_at < CURRENT_DATE::DATE + INTERVAL '1 day'`;
+    if (key === DATE_RANGES.LAST_MONTH)
+      return `AND twl.created_at >= (CURRENT_DATE - INTERVAL '1 month')::DATE AND twl.created_at < CURRENT_DATE::DATE + INTERVAL '1 day'`;
+    if (key === DATE_RANGES.LAST_QUARTER)
+      return `AND twl.created_at >= (CURRENT_DATE - INTERVAL '3 months')::DATE AND twl.created_at < CURRENT_DATE::DATE + INTERVAL '1 day'`;
+
+    return "";
+  }
+
   private static formatDuration(duration: moment.Duration) {
     const empty = "0h 0m";
     let format = "";
@@ -423,6 +466,8 @@ export default class ReportingMembersController extends ReportingControllerBase
       { header: "Overdue Tasks", key: "overdue_tasks", width: 20 },
       { header: "Completed Tasks", key: "completed_tasks", width: 20 },
       { header: "Ongoing Tasks", key: "ongoing_tasks", width: 20 },
+      { header: "Billable Time (seconds)", key: "billable_time", width: 25 },
+      { header: "Non-Billable Time (seconds)", key: "non_billable_time", width: 25 },
       { header: "Done Tasks(%)", key: "done_tasks", width: 20 },
       { header: "Doing Tasks(%)", key: "doing_tasks", width: 20 },
       { header: "Todo Tasks(%)", key: "todo_tasks", width: 20 }
@@ -430,14 +475,14 @@ export default class ReportingMembersController extends ReportingControllerBase
 
     // set title
     sheet.getCell("A1").value = `Members from ${teamName}`;
-    sheet.mergeCells("A1:K1");
+    sheet.mergeCells("A1:M1");
     sheet.getCell("A1").alignment = { horizontal: "center" };
     sheet.getCell("A1").style.fill = { type: "pattern", pattern: "solid", fgColor: { argb: "D9D9D9" } };
     sheet.getCell("A1").font = { size: 16 };
 
     // set export date
     sheet.getCell("A2").value = `Exported on : ${exportDate}`;
-    sheet.mergeCells("A2:K2");
+    sheet.mergeCells("A2:M2");
     sheet.getCell("A2").alignment = { horizontal: "center" };
     sheet.getCell("A2").style.fill = { type: "pattern", pattern: "solid", fgColor: { argb: "F2F2F2" } };
     sheet.getCell("A2").font = { size: 12 };
@@ -447,7 +492,7 @@ export default class ReportingMembersController extends ReportingControllerBase
     sheet.mergeCells("A3:D3");
 
     // set table headers
-    sheet.getRow(5).values = ["Member", "Email", "Tasks Assigned", "Overdue Tasks", "Completed Tasks", "Ongoing Tasks", "Done Tasks(%)", "Doing Tasks(%)", "Todo Tasks(%)"];
+    sheet.getRow(5).values = ["Member", "Email", "Tasks Assigned", "Overdue Tasks", "Completed Tasks", "Ongoing Tasks", "Billable Time (seconds)", "Non-Billable Time (seconds)", "Done Tasks(%)", "Doing Tasks(%)", "Todo Tasks(%)"];
     sheet.getRow(5).font = { bold: true };
 
     for (const member of result.members) {
@@ -458,6 +503,8 @@ export default class ReportingMembersController extends ReportingControllerBase
         overdue_tasks: member.overdue,
         completed_tasks: member.completed,
         ongoing_tasks: member.ongoing,
+        billable_time: member.billable_time || 0,
+        non_billable_time: member.non_billable_time || 0,
         done_tasks: member.completed,
         doing_tasks: member.ongoing_by_activity_logs,
         todo_tasks: member.todo_by_activity_logs

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

@@ -74,14 +74,9 @@ export default class ScheduleControllerV2 extends WorklenzControllerBase {
             .map(day => `${day.toLowerCase()} = ${workingDays.includes(day)}`)
             .join(", ");
 
-        const updateQuery = `
-      UPDATE public.organization_working_days
+        const updateQuery = `UPDATE public.organization_working_days
       SET ${setClause}, updated_at = CURRENT_TIMESTAMP
-      WHERE organization_id IN (
-                                SELECT organization_id FROM organizations 
-                                WHERE user_id = $1
-                            );
-    `;
+      WHERE organization_id IN (SELECT id FROM organizations WHERE user_id = $1);`;
 
         await db.query(updateQuery, [req.user?.owner_id]);
 

worklenz-backend/src/controllers/task-work-log-controller.ts

@@ -28,32 +28,50 @@ export default class TaskWorklogController extends WorklenzControllerBase {
     if (!id) return [];
 
     const q = `
-      WITH time_logs AS (
-        --
-        SELECT id,
-               description,
-               time_spent,
-               created_at,
-               user_id,
-               logged_by_timer,
-               (SELECT name FROM users WHERE users.id = task_work_log.user_id) AS user_name,
-               (SELECT email FROM users WHERE users.id = task_work_log.user_id) AS user_email,
-               (SELECT avatar_url FROM users WHERE users.id = task_work_log.user_id) AS avatar_url
-        FROM task_work_log
-        WHERE task_id = $1
-        --
+      WITH RECURSIVE task_hierarchy AS (
+        -- Base case: Start with the given task
+        SELECT id, name, 0 as level
+        FROM tasks
+        WHERE id = $1
+        
+        UNION ALL
+        
+        -- Recursive case: Get all subtasks
+        SELECT t.id, t.name, th.level + 1
+        FROM tasks t
+        INNER JOIN task_hierarchy th ON t.parent_task_id = th.id
+        WHERE t.archived IS FALSE
+      ),
+      time_logs AS (
+        SELECT 
+          twl.id,
+          twl.description,
+          twl.time_spent,
+          twl.created_at,
+          twl.user_id,
+          twl.logged_by_timer,
+          twl.task_id,
+          th.name AS task_name,
+          (SELECT name FROM users WHERE users.id = twl.user_id) AS user_name,
+          (SELECT email FROM users WHERE users.id = twl.user_id) AS user_email,
+          (SELECT avatar_url FROM users WHERE users.id = twl.user_id) AS avatar_url
+        FROM task_work_log twl
+        INNER JOIN task_hierarchy th ON twl.task_id = th.id
       )
-      SELECT id,
-             time_spent,
-             description,
-             created_at,
-             user_id,
-             logged_by_timer,
-             created_at AS start_time,
-             (created_at + INTERVAL '1 second' * time_spent) AS end_time,
-             user_name,
-             user_email,
-             avatar_url
+      SELECT 
+        id,
+        time_spent,
+        description,
+        created_at,
+        user_id,
+        logged_by_timer,
+        task_id,
+        task_name,
+        created_at AS start_time,
+        (created_at + INTERVAL '1 second' * time_spent) AS end_time,
+        user_name,
+        user_email,
+        avatar_url
       FROM time_logs
       ORDER BY created_at DESC;
     `;
@@ -143,6 +161,7 @@ export default class TaskWorklogController extends WorklenzControllerBase {
     };
 
     sheet.columns = [
+      {header: "Task Name", key: "task_name", width: 30},
       {header: "Reporter Name", key: "user_name", width: 25},
       {header: "Reporter Email", key: "user_email", width: 25},
       {header: "Start Time", key: "start_time", width: 25},
@@ -153,14 +172,15 @@ export default class TaskWorklogController extends WorklenzControllerBase {
     ];
 
     sheet.getCell("A1").value = metadata.project_name;
-    sheet.mergeCells("A1:G1");
+    sheet.mergeCells("A1:H1");
     sheet.getCell("A1").alignment = {horizontal: "center"};
 
     sheet.getCell("A2").value = `${metadata.name} (${exportDate})`;
-    sheet.mergeCells("A2:G2");
+    sheet.mergeCells("A2:H2");
     sheet.getCell("A2").alignment = {horizontal: "center"};
 
     sheet.getRow(4).values = [
+      "Task Name",
       "Reporter Name",
       "Reporter Email",
       "Start Time",
@@ -176,6 +196,7 @@ export default class TaskWorklogController extends WorklenzControllerBase {
     for (const item of results) {
       totalLogged += parseFloat((item.time_spent || 0).toString());
       const data = {
+        task_name: item.task_name,
         user_name: item.user_name,
         user_email: item.user_email,
         start_time: moment(item.start_time).add(timezone.hours || 0, "hours").add(timezone.minutes || 0, "minutes").format(timeFormat),
@@ -210,6 +231,7 @@ export default class TaskWorklogController extends WorklenzControllerBase {
     };
 
     sheet.addRow({
+      task_name: "",
       user_name: "",
       user_email: "",
       start_time: "Total",
@@ -219,7 +241,7 @@ export default class TaskWorklogController extends WorklenzControllerBase {
       time_spent: formatDuration(moment.duration(totalLogged, "seconds")),
     });
 
-    sheet.mergeCells(`A${sheet.rowCount}:F${sheet.rowCount}`);
+    sheet.mergeCells(`A${sheet.rowCount}:G${sheet.rowCount}`);
 
     sheet.getCell(`A${sheet.rowCount}`).value = "Total";
     sheet.getCell(`A${sheet.rowCount}`).alignment = {

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

@@ -50,11 +50,16 @@ 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;
+      // Only calculate progress based on time if time-based progress is enabled for the project
+      if (task.project_use_time_progress && task.total_minutes_spent && task.total_minutes) {
+        // Cap the progress at 100% to prevent showing more than 100% progress
+        task.progress = Math.min(~~(task.total_minutes_spent / task.total_minutes * 100), 100);
+      } else {
+        // Default to 0% progress when time-based calculation is not enabled
+        task.progress = 0;
+      }
 
       // Set complete_ratio to match progress
       task.complete_ratio = task.progress;
@@ -76,7 +81,31 @@ 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/middlewares/session-middleware.ts

@@ -8,8 +8,8 @@ const pgSession = require("connect-pg-simple")(session);
 export default session({
   name: process.env.SESSION_NAME || "worklenz.sid",
   secret: process.env.SESSION_SECRET || "development-secret-key",
-  proxy: true,
-  resave: false,
+  proxy: false,
+  resave: true,
   saveUninitialized: false,
   rolling: true,
   store: new pgSession({
@@ -18,9 +18,8 @@ export default session({
   }),
   cookie: {
     path: "/",
-    secure: isProduction(), // Use secure cookies in production
     httpOnly: true,
-    sameSite: "lax", // Standard setting for same-origin requests
+    secure: false,
     maxAge: 30 * 24 * 60 * 60 * 1000 // 30 days
   }
 });

worklenz-backend/src/middlewares/validators/ratecard-body-validator.ts

@@ -0,0 +1,15 @@
+import {NextFunction} from "express";
+
+import {IWorkLenzRequest} from "../../interfaces/worklenz-request";
+import {IWorkLenzResponse} from "../../interfaces/worklenz-response";
+import {ServerResponse} from "../../models/server-response";
+
+export default function (req: IWorkLenzRequest, res: IWorkLenzResponse, next: NextFunction): IWorkLenzResponse | void {
+  const {name} = req.body;
+  if (!name || name.trim() === "")
+    return res.status(200).send(new ServerResponse(false, null, "Name is required"));
+
+  req.body.name = req.body.name.trim();
+
+  return next();
+}

worklenz-backend/src/passport/deserialize.ts

@@ -30,6 +30,7 @@ export async function deserialize(user: { id: string | null }, done: IDeserializ
     const excludedSubscriptionTypes = ["TRIAL", "PADDLE"];
     const q = `SELECT deserialize_user($1) AS user;`;
     const result = await db.query(q, [id]);
+    
     if (result.rows.length) {
       const [data] = result.rows;
       if (data?.user) {

worklenz-backend/src/passport/passport-strategies/passport-local-login.ts

@@ -44,7 +44,6 @@ async function handleLogin(req: Request, email: string, password: string, done:
     req.flash(ERROR_KEY, errorMsg);
     return done(null, false);
   } catch (error) {
-    console.error("Login error:", error);
     log_error(error, req.body);
     return done(error);
   }

worklenz-backend/src/passport/passport-strategies/passport-local-signup.ts

@@ -47,41 +47,55 @@ async function handleSignUp(req: Request, email: string, password: string, done:
   // team = Invited team_id if req.body.from_invitation is true
   const {name, team_name, team_member_id, team_id, timezone} = req.body;
 
-  if (!team_name) return done(null, null, req.flash(ERROR_KEY, "Team name is required"));
+  if (!team_name) {
+    req.flash(ERROR_KEY, "Team name is required");
+    return done(null, null, {message: "Team name is required"});
+  }
 
   const googleAccountFound = await isGoogleAccountFound(email);
-  if (googleAccountFound)
-    return done(null, null, req.flash(ERROR_KEY, `${req.body.email} is already linked with a Google account.`));
+  if (googleAccountFound) {
+    req.flash(ERROR_KEY, `${req.body.email} is already linked with a Google account.`);
+    return done(null, null, {message: `${req.body.email} is already linked with a Google account.`});
+  }
 
   try {
     const user = await registerUser(password, team_id, name, team_name, email, timezone, team_member_id);
     sendWelcomeEmail(email, name);
-    return done(null, user, req.flash(SUCCESS_KEY, "Registration successful. Please check your email for verification."));
+    req.flash(SUCCESS_KEY, "Registration successful. Please check your email for verification.");
+    return done(null, user, {message: "Registration successful. Please check your email for verification."});
   } catch (error: any) {
     const message = (error?.message) || "";
 
     if (message === "ERROR_INVALID_JOINING_EMAIL") {
-      return done(null, null, req.flash(ERROR_KEY, `No invitations found for email ${req.body.email}.`));
+      req.flash(ERROR_KEY, `No invitations found for email ${req.body.email}.`);
+      return done(null, null, {message: `No invitations found for email ${req.body.email}.`});
     }
 
     // if error.message is "email already exists" then it should have the email address in the error message after ":".
     if (message.includes("EMAIL_EXISTS_ERROR") || error.constraint === "users_google_id_uindex") {
       const [, value] = error.message.split(":");
-      return done(null, null, req.flash(ERROR_KEY, `Worklenz account already exists for email ${value}.`));
+      const errorMsg = `Worklenz account already exists for email ${value}.`;
+      req.flash(ERROR_KEY, errorMsg);
+      return done(null, null, {message: errorMsg});
     }
 
     if (message.includes("TEAM_NAME_EXISTS_ERROR")) {
       const [, value] = error.message.split(":");
-      return done(null, null, req.flash(ERROR_KEY, `Team name "${value}" already exists. Please choose a different team name.`));
+      const errorMsg = `Team name "${value}" already exists. Please choose a different team name.`;
+      req.flash(ERROR_KEY, errorMsg);
+      return done(null, null, {message: errorMsg});
     }
 
     // The Team name is already taken.
     if (error.constraint === "teams_url_uindex" || error.constraint === "teams_name_uindex") {
-      return done(null, null, req.flash(ERROR_KEY, `Team name "${team_name}" is already taken. Please choose a different team name.`));
+      const errorMsg = `Team name "${team_name}" is already taken. Please choose a different team name.`;
+      req.flash(ERROR_KEY, errorMsg);
+      return done(null, null, {message: errorMsg});
     }
 
     log_error(error, req.body);
-    return done(null, null, req.flash(ERROR_KEY, DEFAULT_ERROR_MESSAGE));
+    req.flash(ERROR_KEY, DEFAULT_ERROR_MESSAGE);
+    return done(null, null, {message: DEFAULT_ERROR_MESSAGE});
   }
 }
 

worklenz-backend/src/routes/apis/index.ts

@@ -1,120 +1,128 @@
-import express from "express";
-
-import AccessControlsController from "../../controllers/access-controls-controller";
-import AuthController from "../../controllers/auth-controller";
-import LogsController from "../../controllers/logs-controller";
-import OverviewController from "../../controllers/overview-controller";
-import TaskPrioritiesController from "../../controllers/task-priorities-controller";
-
-import attachmentsApiRouter from "./attachments-api-router";
-import clientsApiRouter from "./clients-api-router";
-import jobTitlesApiRouter from "./job-titles-api-router";
-import notificationsApiRouter from "./notifications-api-router";
-import personalOverviewApiRouter from "./personal-overview-api-router";
-import projectMembersApiRouter from "./project-members-api-router";
-import projectsApiRouter from "./projects-api-router";
-import settingsApiRouter from "./settings-api-router";
-import statusesApiRouter from "./statuses-api-router";
-import subTasksApiRouter from "./sub-tasks-api-router";
-import taskCommentsApiRouter from "./task-comments-api-router";
-import taskWorkLogApiRouter from "./task-work-log-api-router";
-import tasksApiRouter from "./tasks-api-router";
-import teamMembersApiRouter from "./team-members-api-router";
-import teamsApiRouter from "./teams-api-router";
-import timezonesApiRouter from "./timezones-api-router";
-import todoListApiRouter from "./todo-list-api-router";
-import projectStatusesApiRouter from "./project-statuses-api-router";
-import labelsApiRouter from "./labels-api-router";
-import sharedProjectsApiRouter from "./shared-projects-api-router";
-import resourceAllocationApiRouter from "./resource-allocation-api-router";
-import taskTemplatesApiRouter from "./task-templates-api-router";
-import projectInsightsApiRouter from "./project-insights-api-router";
-import passwordValidator from "../../middlewares/validators/password-validator";
-import adminCenterApiRouter from "./admin-center-api-router";
-import reportingApiRouter from "./reporting-api-router";
-import activityLogsApiRouter from "./activity-logs-api-router";
-import safeControllerFunction from "../../shared/safe-controller-function";
-import projectFoldersApiRouter from "./project-folders-api-router";
-import taskPhasesApiRouter from "./task-phases-api-router";
-import projectCategoriesApiRouter from "./project-categories-api-router";
-import homePageApiRouter from "./home-page-api-router";
-import ganttApiRouter from "./gantt-api-router";
-import projectCommentsApiRouter from "./project-comments-api-router";
-import reportingExportApiRouter from "./reporting-export-api-router";
-import projectHealthsApiRouter from "./project-healths-api-router";
-import ptTasksApiRouter from "./pt-tasks-api-router";
-import projectTemplatesApiRouter from "./project-templates-api";
-import ptTaskPhasesApiRouter from "./pt_task-phases-api-router";
-import ptStatusesApiRouter from "./pt-statuses-api-router";
-import workloadApiRouter from "./gannt-apis/workload-api-router";
-import roadmapApiRouter from "./gannt-apis/roadmap-api-router";
-import scheduleApiRouter from "./gannt-apis/schedule-api-router";
-import scheduleApiV2Router from "./gannt-apis/schedule-api-v2-router";
-import projectManagerApiRouter from "./project-managers-api-router";
-
-import billingApiRouter from "./billing-api-router";
-import taskDependenciesApiRouter from "./task-dependencies-api-router";
-
-import taskRecurringApiRouter from "./task-recurring-api-router";
-
+import express from "express";
+
+import AccessControlsController from "../../controllers/access-controls-controller";
+import AuthController from "../../controllers/auth-controller";
+import LogsController from "../../controllers/logs-controller";
+import OverviewController from "../../controllers/overview-controller";
+import TaskPrioritiesController from "../../controllers/task-priorities-controller";
+
+import attachmentsApiRouter from "./attachments-api-router";
+import clientsApiRouter from "./clients-api-router";
+import jobTitlesApiRouter from "./job-titles-api-router";
+import notificationsApiRouter from "./notifications-api-router";
+import personalOverviewApiRouter from "./personal-overview-api-router";
+import projectMembersApiRouter from "./project-members-api-router";
+import projectsApiRouter from "./projects-api-router";
+import settingsApiRouter from "./settings-api-router";
+import statusesApiRouter from "./statuses-api-router";
+import subTasksApiRouter from "./sub-tasks-api-router";
+import taskCommentsApiRouter from "./task-comments-api-router";
+import taskWorkLogApiRouter from "./task-work-log-api-router";
+import tasksApiRouter from "./tasks-api-router";
+import teamMembersApiRouter from "./team-members-api-router";
+import teamsApiRouter from "./teams-api-router";
+import timezonesApiRouter from "./timezones-api-router";
+import todoListApiRouter from "./todo-list-api-router";
+import projectStatusesApiRouter from "./project-statuses-api-router";
+import labelsApiRouter from "./labels-api-router";
+import sharedProjectsApiRouter from "./shared-projects-api-router";
+import resourceAllocationApiRouter from "./resource-allocation-api-router";
+import taskTemplatesApiRouter from "./task-templates-api-router";
+import projectInsightsApiRouter from "./project-insights-api-router";
+import passwordValidator from "../../middlewares/validators/password-validator";
+import adminCenterApiRouter from "./admin-center-api-router";
+import reportingApiRouter from "./reporting-api-router";
+import activityLogsApiRouter from "./activity-logs-api-router";
+import safeControllerFunction from "../../shared/safe-controller-function";
+import projectFoldersApiRouter from "./project-folders-api-router";
+import taskPhasesApiRouter from "./task-phases-api-router";
+import projectCategoriesApiRouter from "./project-categories-api-router";
+import homePageApiRouter from "./home-page-api-router";
+import ganttApiRouter from "./gantt-api-router";
+import projectCommentsApiRouter from "./project-comments-api-router";
+import reportingExportApiRouter from "./reporting-export-api-router";
+import projectHealthsApiRouter from "./project-healths-api-router";
+import ptTasksApiRouter from "./pt-tasks-api-router";
+import projectTemplatesApiRouter from "./project-templates-api";
+import ptTaskPhasesApiRouter from "./pt_task-phases-api-router";
+import ptStatusesApiRouter from "./pt-statuses-api-router";
+import workloadApiRouter from "./gannt-apis/workload-api-router";
+import roadmapApiRouter from "./gannt-apis/roadmap-api-router";
+import scheduleApiRouter from "./gannt-apis/schedule-api-router";
+import scheduleApiV2Router from "./gannt-apis/schedule-api-v2-router";
+import projectManagerApiRouter from "./project-managers-api-router";
+
+import billingApiRouter from "./billing-api-router";
+import taskDependenciesApiRouter from "./task-dependencies-api-router";
+
+import taskRecurringApiRouter from "./task-recurring-api-router";
+
+import customColumnsApiRouter from "./custom-columns-api-router";
+import ratecardApiRouter from "./ratecard-api-router";
+import projectRatecardApiRouter from "./project-ratecard-api-router";
+import projectFinanceApiRouter from "./project-finance-api-router";
+
+const api = express.Router();
+
+api.use("/projects", projectsApiRouter);
+api.use("/team-members", teamMembersApiRouter);
+api.use("/job-titles", jobTitlesApiRouter);
+api.use("/clients", clientsApiRouter);
+api.use("/rate-cards", ratecardApiRouter);
+api.use("/project-rate-cards", projectRatecardApiRouter);
+api.use("/teams", teamsApiRouter);
+api.use("/tasks", tasksApiRouter);
+api.use("/settings", settingsApiRouter);
+api.use("/personal-overview", personalOverviewApiRouter);
+api.use("/statuses", statusesApiRouter);
+api.use("/todo-list", todoListApiRouter);
+api.use("/notifications", notificationsApiRouter);
+api.use("/attachments", attachmentsApiRouter);
+api.use("/sub-tasks", subTasksApiRouter);
+api.use("/project-members", projectMembersApiRouter);
+api.use("/task-time-log", taskWorkLogApiRouter);
+api.use("/task-comments", taskCommentsApiRouter);
+api.use("/timezones", timezonesApiRouter);
+api.use("/project-statuses", projectStatusesApiRouter);
+api.use("/labels", labelsApiRouter);
+api.use("/resource-allocation", resourceAllocationApiRouter);
+api.use("/shared/projects", sharedProjectsApiRouter);
+api.use("/task-templates", taskTemplatesApiRouter);
+api.use("/project-insights", projectInsightsApiRouter);
+api.use("/admin-center", adminCenterApiRouter);
+api.use("/reporting", reportingApiRouter);
+api.use("/activity-logs", activityLogsApiRouter);
+api.use("/projects-folders", projectFoldersApiRouter);
+api.use("/task-phases", taskPhasesApiRouter);
+api.use("/project-categories", projectCategoriesApiRouter);
+api.use("/home", homePageApiRouter);
+api.use("/gantt", ganttApiRouter);
+api.use("/project-comments", projectCommentsApiRouter);
+api.use("/reporting-export", reportingExportApiRouter);
+api.use("/project-healths", projectHealthsApiRouter);
+api.use("/project-templates", projectTemplatesApiRouter);
+api.use("/pt-tasks", ptTasksApiRouter);
+api.use("/pt-task-phases", ptTaskPhasesApiRouter);
+api.use("/pt-statuses", ptStatusesApiRouter);
+api.use("/workload-gannt", workloadApiRouter);
+api.use("/roadmap-gannt", roadmapApiRouter);
+api.use("/schedule-gannt", scheduleApiRouter);
+api.use("/schedule-gannt-v2", scheduleApiV2Router);
+api.use("/project-managers", projectManagerApiRouter);
+
+api.get("/overview/:id", safeControllerFunction(OverviewController.getById));
+api.get("/task-priorities", safeControllerFunction(TaskPrioritiesController.get));
+api.post("/change-password", passwordValidator, safeControllerFunction(AuthController.changePassword));
+api.get("/access-controls/roles", safeControllerFunction(AccessControlsController.getRoles));
+api.get("/logs/my-dashboard", safeControllerFunction(LogsController.getActivityLog));
+
+api.use("/billing", billingApiRouter);
+api.use("/task-dependencies", taskDependenciesApiRouter);
+
+api.use("/task-recurring", taskRecurringApiRouter);
 
-
-const api = express.Router();
-
-api.use("/projects", projectsApiRouter);
-api.use("/team-members", teamMembersApiRouter);
-api.use("/job-titles", jobTitlesApiRouter);
-api.use("/clients", clientsApiRouter);
-api.use("/teams", teamsApiRouter);
-api.use("/tasks", tasksApiRouter);
-api.use("/settings", settingsApiRouter);
-api.use("/personal-overview", personalOverviewApiRouter);
-api.use("/statuses", statusesApiRouter);
-api.use("/todo-list", todoListApiRouter);
-api.use("/notifications", notificationsApiRouter);
-api.use("/attachments", attachmentsApiRouter);
-api.use("/sub-tasks", subTasksApiRouter);
-api.use("/project-members", projectMembersApiRouter);
-api.use("/task-time-log", taskWorkLogApiRouter);
-api.use("/task-comments", taskCommentsApiRouter);
-api.use("/timezones", timezonesApiRouter);
-api.use("/project-statuses", projectStatusesApiRouter);
-api.use("/labels", labelsApiRouter);
-api.use("/resource-allocation", resourceAllocationApiRouter);
-api.use("/shared/projects", sharedProjectsApiRouter);
-api.use("/task-templates", taskTemplatesApiRouter);
-api.use("/project-insights", projectInsightsApiRouter);
-api.use("/admin-center", adminCenterApiRouter);
-api.use("/reporting", reportingApiRouter);
-api.use("/activity-logs", activityLogsApiRouter);
-api.use("/projects-folders", projectFoldersApiRouter);
-api.use("/task-phases", taskPhasesApiRouter);
-api.use("/project-categories", projectCategoriesApiRouter);
-api.use("/home", homePageApiRouter);
-api.use("/gantt", ganttApiRouter);
-api.use("/project-comments", projectCommentsApiRouter);
-api.use("/reporting-export", reportingExportApiRouter);
-api.use("/project-healths", projectHealthsApiRouter);
-api.use("/project-templates", projectTemplatesApiRouter);
-api.use("/pt-tasks", ptTasksApiRouter);
-api.use("/pt-task-phases", ptTaskPhasesApiRouter);
-api.use("/pt-statuses", ptStatusesApiRouter);
-api.use("/workload-gannt", workloadApiRouter);
-api.use("/roadmap-gannt", roadmapApiRouter);
-api.use("/schedule-gannt", scheduleApiRouter);
-api.use("/schedule-gannt-v2", scheduleApiV2Router);
-api.use("/project-managers", projectManagerApiRouter);
-
-api.get("/overview/:id", safeControllerFunction(OverviewController.getById));
-api.get("/task-priorities", safeControllerFunction(TaskPrioritiesController.get));
-api.post("/change-password", passwordValidator, safeControllerFunction(AuthController.changePassword));
-api.get("/access-controls/roles", safeControllerFunction(AccessControlsController.getRoles));
-api.get("/logs/my-dashboard", safeControllerFunction(LogsController.getActivityLog));
-
-api.use("/billing", billingApiRouter);
-api.use("/task-dependencies", taskDependenciesApiRouter);
-
-api.use("/task-recurring", taskRecurringApiRouter);
 api.use("/custom-columns", customColumnsApiRouter);
 
-
+api.use("/project-finance", projectFinanceApiRouter);
+
+export default api;

worklenz-backend/src/routes/apis/project-finance-api-router.ts

@@ -0,0 +1,20 @@
+import express from "express";
+
+import ProjectfinanceController from "../../controllers/project-finance-controller";
+import idParamValidator from "../../middlewares/validators/id-param-validator";
+import safeControllerFunction from "../../shared/safe-controller-function";
+
+const projectFinanceApiRouter = express.Router();
+
+projectFinanceApiRouter.get("/project/:project_id/tasks", ProjectfinanceController.getTasks);
+projectFinanceApiRouter.get("/project/:project_id/tasks/:parent_task_id/subtasks", ProjectfinanceController.getSubTasks);
+projectFinanceApiRouter.get(
+  "/task/:id/breakdown", 
+  idParamValidator,
+  safeControllerFunction(ProjectfinanceController.getTaskBreakdown)
+);
+projectFinanceApiRouter.put("/task/:task_id/fixed-cost", ProjectfinanceController.updateTaskFixedCost);
+projectFinanceApiRouter.put("/project/:project_id/currency", ProjectfinanceController.updateProjectCurrency);
+projectFinanceApiRouter.get("/project/:project_id/export", ProjectfinanceController.exportFinanceData);
+
+export default projectFinanceApiRouter;

worklenz-backend/src/routes/apis/project-ratecard-api-router.ts

@@ -0,0 +1,69 @@
+import express from "express";
+import ProjectRateCardController from "../../controllers/project-ratecard-controller";
+import idParamValidator from "../../middlewares/validators/id-param-validator";
+import safeControllerFunction from "../../shared/safe-controller-function";
+import projectManagerValidator from "../../middlewares/validators/project-manager-validator";
+
+const projectRatecardApiRouter = express.Router();
+
+// Insert multiple roles for a project
+projectRatecardApiRouter.post(
+  "/",
+  projectManagerValidator,
+  safeControllerFunction(ProjectRateCardController.createMany)
+);
+// Insert a single role for a project
+projectRatecardApiRouter.post(
+  "/create-project-rate-card-role",
+  projectManagerValidator,
+  safeControllerFunction(ProjectRateCardController.createOne)
+);
+
+// Get all roles for a project
+projectRatecardApiRouter.get(
+  "/project/:project_id",
+  safeControllerFunction(ProjectRateCardController.getByProjectId)
+);
+
+// Get a single role by id
+projectRatecardApiRouter.get(
+  "/:id",
+  idParamValidator,
+  safeControllerFunction(ProjectRateCardController.getById)
+);
+
+// Update a single role by id
+projectRatecardApiRouter.put(
+  "/:id",
+  idParamValidator,
+  safeControllerFunction(ProjectRateCardController.updateById)
+);
+
+// Update all roles for a project (delete then insert)
+projectRatecardApiRouter.put(
+  "/project/:project_id",
+  safeControllerFunction(ProjectRateCardController.updateByProjectId)
+);
+
+// Update project member rate card role
+projectRatecardApiRouter.put(
+  "/project/:project_id/members/:id/rate-card-role",
+  idParamValidator,
+  projectManagerValidator,
+  safeControllerFunction(ProjectRateCardController.updateProjectMemberByProjectIdAndMemberId)
+);
+
+// Delete a single role by id
+projectRatecardApiRouter.delete(
+  "/:id",
+  idParamValidator,
+  safeControllerFunction(ProjectRateCardController.deleteById)
+);
+
+// Delete all roles for a project
+projectRatecardApiRouter.delete(
+  "/project/:project_id",
+  safeControllerFunction(ProjectRateCardController.deleteByProjectId)
+);
+
+export default projectRatecardApiRouter;

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

@@ -0,0 +1,48 @@
+import express from "express";
+
+import RateCardController from "../../controllers/ratecard-controller";
+
+
+import idParamValidator from "../../middlewares/validators/id-param-validator";
+import teamOwnerOrAdminValidator from "../../middlewares/validators/team-owner-or-admin-validator";
+import safeControllerFunction from "../../shared/safe-controller-function";
+import projectManagerValidator from "../../middlewares/validators/project-manager-validator";
+import ratecardBodyValidator from "../../middlewares/validators/ratecard-body-validator";
+
+const ratecardApiRouter = express.Router();
+
+ratecardApiRouter.post(
+  "/",
+  projectManagerValidator,
+  ratecardBodyValidator,
+  safeControllerFunction(RateCardController.create)
+);
+
+ratecardApiRouter.get(
+  "/",
+  safeControllerFunction(RateCardController.get)
+);
+
+ratecardApiRouter.get(
+  "/:id",
+  teamOwnerOrAdminValidator,
+  idParamValidator,
+  safeControllerFunction(RateCardController.getById)
+);
+
+ratecardApiRouter.put(
+  "/:id",
+  teamOwnerOrAdminValidator,
+  ratecardBodyValidator,
+  idParamValidator,
+  safeControllerFunction(RateCardController.update)
+);
+
+ratecardApiRouter.delete(
+  "/:id",
+  teamOwnerOrAdminValidator,
+  idParamValidator,
+  safeControllerFunction(RateCardController.deleteById)
+);
+
+export default ratecardApiRouter;

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-backend/src/shared/constants.ts

@@ -166,7 +166,9 @@ export const UNMAPPED = "Unmapped";
 
 export const DATE_RANGES = {
   YESTERDAY: "YESTERDAY",
+  LAST_7_DAYS: "LAST_7_DAYS",
   LAST_WEEK: "LAST_WEEK",
+  LAST_30_DAYS: "LAST_30_DAYS",
   LAST_MONTH: "LAST_MONTH",
   LAST_QUARTER: "LAST_QUARTER",
   ALL_TIME: "ALL_TIME"

worklenz-backend/src/socket.io/commands/on-quick-task.ts

@@ -1,11 +1,11 @@
-import {Server, Socket} from "socket.io";
+import { Server, Socket } from "socket.io";
 import db from "../../config/db";
-import {getColor, toMinutes} from "../../shared/utils";
-import {SocketEvents} from "../events";
+import { getColor, toMinutes } from "../../shared/utils";
+import { SocketEvents } from "../events";
 
-import {log_error, notifyProjectUpdates} from "../util";
+import { log_error, notifyProjectUpdates } from "../util";
 import TasksControllerV2 from "../../controllers/tasks-controller-v2";
-import {TASK_STATUS_COLOR_ALPHA, UNMAPPED} from "../../shared/constants";
+import { TASK_STATUS_COLOR_ALPHA, UNMAPPED } from "../../shared/constants";
 import moment from "moment";
 import momentTime from "moment-timezone";
 import { logEndDateChange, logStartDateChange, logStatusChange } from "../../services/activity-logs/activity-logs.service";
@@ -18,8 +18,9 @@ export async function getTaskCompleteInfo(task: any) {
   const [d2] = result2.rows;
 
   task.completed_count = d2.res.total_completed || 0;
-  if (task.sub_tasks_count > 0)
+  if (task.sub_tasks_count > 0 && d2.res.total_tasks > 0) {
     task.sub_tasks_count = d2.res.total_tasks;
+  }
   return task;
 }
 
@@ -97,8 +98,8 @@ export async function on_quick_task(_io: Server, socket: Socket, data?: string)
           logEndDateChange({
             task_id: d.task.id,
             socket,
-            new_value:  body.time_zone && d.task.end_date ? momentTime.tz(d.task.end_date, `${body.time_zone}`) : d.task.end_date,
-            old_value:  null
+            new_value: body.time_zone && d.task.end_date ? momentTime.tz(d.task.end_date, `${body.time_zone}`) : d.task.end_date,
+            old_value: null
           });
         }
 

worklenz-frontend/index.html

@@ -10,6 +10,8 @@
   <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
   <link href="https://fonts.googleapis.com/css2?family=Inter:wght@100;200;300;400;500;600;700;800;900&display=swap"
     rel="stylesheet" />
+  <!-- SVAR Gantt Icons -->
+  <link rel="stylesheet" href="https://cdn.svar.dev/fonts/wxi/wx-icons.css" />
   <title>Worklenz</title>
 
   <!-- Environment configuration -->

worklenz-frontend/jest.config.js

@@ -1,4 +1,4 @@
-module.exports = {
+export default {
   setupFilesAfterEnv: ['<rootDir>/src/setupTests.ts'],
   moduleNameMapper: {
     '^@/(.*)$': '<rootDir>/src/$1',

worklenz-frontend/package.json

@@ -2,6 +2,7 @@
   "name": "worklenz",
   "version": "1.0.0",
   "private": true,
+  "type": "module",
   "scripts": {
     "start": "vite",
     "prebuild": "node scripts/copy-tinymce.js",
@@ -16,8 +17,8 @@
     "@ant-design/icons": "^5.4.0",
     "@ant-design/pro-components": "^2.7.19",
     "@dnd-kit/core": "^6.3.1",
-    "@dnd-kit/modifiers": "^9.0.0",
-    "@dnd-kit/sortable": "^10.0.0",
+    "@dnd-kit/modifiers": "^6.0.1",
+    "@dnd-kit/sortable": "^7.0.2",
     "@dnd-kit/utilities": "^3.2.2",
     "@emotion/react": "^11.14.0",
     "@paddle/paddle-js": "^1.3.3",
@@ -52,7 +53,8 @@
     "react-window": "^1.8.11",
     "socket.io-client": "^4.8.1",
     "tinymce": "^7.7.2",
-    "web-vitals": "^4.2.4"
+    "web-vitals": "^4.2.4",
+    "wx-react-gantt": "^1.3.1"
   },
   "devDependencies": {
     "@testing-library/jest-dom": "^6.6.3",
@@ -77,6 +79,12 @@
     "vite-tsconfig-paths": "^5.1.4",
     "vitest": "^3.0.5"
   },
+  "resolutions": {
+    "@dnd-kit/core": "^6.3.1",
+    "@dnd-kit/utilities": "^3.2.2", 
+    "@dnd-kit/sortable": "^7.0.2",
+    "@dnd-kit/modifiers": "^6.0.1"
+  },
   "eslintConfig": {
     "extends": [
       "react-app",

worklenz-frontend/postcss.config.js

@@ -1,4 +1,4 @@
-module.exports = {
+export default {
   plugins: {
     tailwindcss: {},
     autoprefixer: {},

worklenz-frontend/public/finance-mock-data/finance-task-priority.json

@@ -0,0 +1,163 @@
+[
+  {
+    "id": "c2669c5f-a019-445b-b703-b941bbefdab7",
+    "type": "low",
+    "name": "Low",
+    "color_code": "#c2e4d0",
+    "color_code_dark": "#46d980",
+    "tasks": [
+      {
+        "id": "4be5ef5c-1234-4247-b159-6d8df2b37d04",
+        "task": "Testing and QA",
+        "isBillable": false,
+        "hours": 180,
+        "cost": 18000,
+        "fixedCost": 2500,
+        "totalBudget": 20000,
+        "totalActual": 21000,
+        "variance": -1000,
+        "members": [
+          {
+            "memberId": "6",
+            "name": "Eve Adams",
+            "jobId": "J006",
+            "jobRole": "QA Engineer",
+            "hourlyRate": 100
+          }
+        ]
+      },
+      {
+        "id": "6be5ef5c-1234-4247-b159-6d8df2b37d06",
+        "task": "Project Documentation",
+        "isBillable": false,
+        "hours": 100,
+        "cost": 10000,
+        "fixedCost": 1000,
+        "totalBudget": 12000,
+        "totalActual": 12500,
+        "variance": -500,
+        "members": [
+          {
+            "memberId": "8",
+            "name": "Grace Lee",
+            "jobId": "J008",
+            "jobRole": "Technical Writer",
+            "hourlyRate": 100
+          }
+        ]
+      }
+    ]
+  },
+  {
+    "id": "d3f9c5f1-b019-445b-b703-b941bbefdab8",
+    "type": "medium",
+    "name": "Medium",
+    "color_code": "#f9e3b1",
+    "color_code_dark": "#ffc227",
+    "tasks": [
+      {
+        "id": "1be5ef5c-1234-4247-b159-6d8df2b37d01",
+        "task": "UI Design",
+        "isBillable": true,
+        "hours": 120,
+        "cost": 12000,
+        "fixedCost": 1500,
+        "totalBudget": 14000,
+        "totalActual": 13500,
+        "variance": 500,
+        "members": [
+          {
+            "memberId": "1",
+            "name": "John Doe",
+            "jobId": "J001",
+            "jobRole": "UI/UX Designer",
+            "hourlyRate": 100
+          },
+          {
+            "memberId": "2",
+            "name": "Jane Smith",
+            "jobId": "J002",
+            "jobRole": "Frontend Developer",
+            "hourlyRate": 120
+          }
+        ]
+      },
+      {
+        "id": "2be5ef5c-1234-4247-b159-6d8df2b37d02",
+        "task": "API Integration",
+        "isBillable": true,
+        "hours": 200,
+        "cost": 20000,
+        "fixedCost": 3000,
+        "totalBudget": 25000,
+        "totalActual": 26000,
+        "variance": -1000,
+        "members": [
+          {
+            "memberId": "3",
+            "name": "Alice Johnson",
+            "jobId": "J003",
+            "jobRole": "Backend Developer",
+            "hourlyRate": 100
+          }
+        ]
+      }
+    ]
+  },
+  {
+    "id": "e3f9c5f1-b019-445b-b703-b941bbefdab9",
+    "type": "high",
+    "name": "High",
+    "color_code": "#f6bfc0",
+    "color_code_dark": "#ff4141",
+    "tasks": [
+      {
+        "id": "5be5ef5c-1234-4247-b159-6d8df2b37d05",
+        "task": "Database Migration",
+        "isBillable": true,
+        "hours": 250,
+        "cost": 37500,
+        "fixedCost": 4000,
+        "totalBudget": 42000,
+        "totalActual": 41000,
+        "variance": 1000,
+        "members": [
+          {
+            "memberId": "7",
+            "name": "Frank Harris",
+            "jobId": "J007",
+            "jobRole": "Database Administrator",
+            "hourlyRate": 150
+          }
+        ]
+      },
+      {
+        "id": "3be5ef5c-1234-4247-b159-6d8df2b37d03",
+        "task": "Performance Optimization",
+        "isBillable": true,
+        "hours": 300,
+        "cost": 45000,
+        "fixedCost": 5000,
+        "totalBudget": 50000,
+        "totalActual": 47000,
+        "variance": 3000,
+        "members": [
+          {
+            "memberId": "4",
+            "name": "Bob Brown",
+            "jobId": "J004",
+            "jobRole": "Performance Engineer",
+            "hourlyRate": 150
+          },
+          {
+            "memberId": "5",
+            "name": "Charlie Davis",
+            "jobId": "J005",
+            "jobRole": "Full Stack Developer",
+            "hourlyRate": 130
+          }
+        ]
+      }
+    ]
+  }
+]

worklenz-frontend/public/finance-mock-data/finance-task-status.json

@@ -0,0 +1,163 @@
+[
+  {
+    "id": "c2669c5f-a019-445b-b703-b941bbefdab7",
+    "type": "todo",
+    "name": "To Do",
+    "color_code": "#d8d7d8",
+    "color_code_dark": "#989898",
+    "tasks": [
+      {
+        "id": "1be5ef5c-1234-4247-b159-6d8df2b37d01",
+        "task": "UI Design",
+        "isBillable": true,
+        "hours": 120,
+        "cost": 12000,
+        "fixedCost": 1500,
+        "totalBudget": 14000,
+        "totalActual": 13500,
+        "variance": 500,
+        "members": [
+          {
+            "memberId": "1",
+            "name": "John Doe",
+            "jobId": "J001",
+            "jobRole": "UI/UX Designer",
+            "hourlyRate": 100
+          },
+          {
+            "memberId": "2",
+            "name": "Jane Smith",
+            "jobId": "J002",
+            "jobRole": "Frontend Developer",
+            "hourlyRate": 120
+          }
+        ]
+      },
+      {
+        "id": "2be5ef5c-1234-4247-b159-6d8df2b37d02",
+        "task": "API Integration",
+        "isBillable": true,
+        "hours": 200,
+        "cost": 20000,
+        "fixedCost": 3000,
+        "totalBudget": 25000,
+        "totalActual": 26000,
+        "variance": -1000,
+        "members": [
+          {
+            "memberId": "3",
+            "name": "Alice Johnson",
+            "jobId": "J003",
+            "jobRole": "Backend Developer",
+            "hourlyRate": 100
+          }
+        ]
+      }
+    ]
+  },
+  {
+    "id": "d3f9c5f1-b019-445b-b703-b941bbefdab8",
+    "type": "doing",
+    "name": "In Progress",
+    "color_code": "#c0d5f6",
+    "color_code_dark": "#4190ff",
+    "tasks": [
+      {
+        "id": "3be5ef5c-1234-4247-b159-6d8df2b37d03",
+        "task": "Performance Optimization",
+        "isBillable": true,
+        "hours": 300,
+        "cost": 45000,
+        "fixedCost": 5000,
+        "totalBudget": 50000,
+        "totalActual": 47000,
+        "variance": 3000,
+        "members": [
+          {
+            "memberId": "4",
+            "name": "Bob Brown",
+            "jobId": "J004",
+            "jobRole": "Performance Engineer",
+            "hourlyRate": 150
+          },
+          {
+            "memberId": "5",
+            "name": "Charlie Davis",
+            "jobId": "J005",
+            "jobRole": "Full Stack Developer",
+            "hourlyRate": 130
+          }
+        ]
+      },
+      {
+        "id": "4be5ef5c-1234-4247-b159-6d8df2b37d04",
+        "task": "Testing and QA",
+        "isBillable": false,
+        "hours": 180,
+        "cost": 18000,
+        "fixedCost": 2500,
+        "totalBudget": 20000,
+        "totalActual": 21000,
+        "variance": -1000,
+        "members": [
+          {
+            "memberId": "6",
+            "name": "Eve Adams",
+            "jobId": "J006",
+            "jobRole": "QA Engineer",
+            "hourlyRate": 100
+          }
+        ]
+      }
+    ]
+  },
+  {
+    "id": "e3f9c5f1-b019-445b-b703-b941bbefdab9",
+    "type": "done",
+    "name": "Done",
+    "color_code": "#c2e4d0",
+    "color_code_dark": "#46d980",
+    "tasks": [
+      {
+        "id": "5be5ef5c-1234-4247-b159-6d8df2b37d05",
+        "task": "Database Migration",
+        "isBillable": true,
+        "hours": 250,
+        "cost": 37500,
+        "fixedCost": 4000,
+        "totalBudget": 42000,
+        "totalActual": 41000,
+        "variance": 1000,
+        "members": [
+          {
+            "memberId": "7",
+            "name": "Frank Harris",
+            "jobId": "J007",
+            "jobRole": "Database Administrator",
+            "hourlyRate": 150
+          }
+        ]
+      },
+      {
+        "id": "6be5ef5c-1234-4247-b159-6d8df2b37d06",
+        "task": "Project Documentation",
+        "isBillable": false,
+        "hours": 100,
+        "cost": 10000,
+        "fixedCost": 1000,
+        "totalBudget": 12000,
+        "totalActual": 12500,
+        "variance": -500,
+        "members": [
+          {
+            "memberId": "8",
+            "name": "Grace Lee",
+            "jobId": "J008",
+            "jobRole": "Technical Writer",
+            "hourlyRate": 100
+          }
+        ]
+      }
+    ]
+  }
+]

worklenz-frontend/public/finance-mock-data/ratecards-data.json

@@ -0,0 +1,51 @@
+[
+  {
+    "ratecardId": "RC001",
+    "ratecardName": "Rate Card 1",
+    "jobRolesList": [
+      {
+        "jobId": "J001",
+        "jobTitle": "Project Manager",
+        "ratePerHour": 100
+      },
+      {
+        "jobId": "J002",
+        "jobTitle": "Senior Software Engineer",
+        "ratePerHour": 120
+      },
+      {
+        "jobId": "J003",
+        "jobTitle": "Junior Software Engineer",
+        "ratePerHour": 80
+      },
+      {
+        "jobId": "J004",
+        "jobTitle": "UI/UX Designer",
+        "ratePerHour": 50
+      }
+    ],
+    "createdDate": "2024-12-01T00:00:00.000Z"
+  },
+  {
+    "ratecardId": "RC002",
+    "ratecardName": "Rate Card 2",
+    "jobRolesList": [
+      {
+        "jobId": "J001",
+        "jobTitle": "Project Manager",
+        "ratePerHour": 80
+      },
+      {
+        "jobId": "J002",
+        "jobTitle": "Senior Software Engineer",
+        "ratePerHour": 100
+      },
+      {
+        "jobId": "J003",
+        "jobTitle": "Junior Software Engineer",
+        "ratePerHour": 60
+      }
+    ],
+    "createdDate": "2024-12-15T00:00:00.000Z"
+  }
+]

worklenz-frontend/public/locales/en/admin-center/overview.json

@@ -4,5 +4,19 @@
   "owner": "Organization Owner",
   "admins": "Organization Admins",
   "contactNumber": "Add Contact Number",
-  "edit": "Edit"
+  "edit": "Edit",
+  "organizationWorkingDaysAndHours": "Organization Working Days & Hours",
+  "workingDays": "Working Days",
+  "workingHours": "Working Hours",
+  "monday": "Monday",
+  "tuesday": "Tuesday",
+  "wednesday": "Wednesday",
+  "thursday": "Thursday",
+  "friday": "Friday",
+  "saturday": "Saturday",
+  "sunday": "Sunday",
+  "hours": "hours",
+  "saveButton": "Save",
+  "saved": "Saved successfully!",
+  "errorSaving": "Error saving settings."
 }

worklenz-frontend/public/locales/en/project-view-finance.json

@@ -0,0 +1,46 @@
+{
+    "financeText": "Finance",
+    "ratecardSingularText": "Rate Card",
+    "groupByText": "Group by",
+    "statusText": "Status",
+    "phaseText": "Phase",
+    "priorityText": "Priority",
+    "exportButton": "Export",
+    "currencyText": "Currency",
+    "importButton": "Import",
+    "filterText": "Filter",
+    "billableOnlyText": "Billable Only",
+    "nonBillableOnlyText": "Non-Billable Only",
+    "allTasksText": "All Tasks",
+  
+    "taskColumn": "Task",
+    "membersColumn": "Members",
+    "hoursColumn": "Estimated Hours",
+    "totalTimeLoggedColumn": "Total Time Logged",
+    "costColumn": "Actual Cost",
+    "estimatedCostColumn": "Estimated Cost",
+    "fixedCostColumn": "Fixed Cost",
+    "totalBudgetedCostColumn": "Total Budgeted Cost",
+    "totalActualCostColumn": "Total Actual Cost",
+    "varianceColumn": "Variance",
+    "totalText": "Total",
+    "noTasksFound": "No tasks found",
+  
+    "addRoleButton": "+ Add Role",
+    "ratecardImportantNotice": "* This rate card is generated based on the company's standard job titles and rates. However, you have the flexibility to modify it according to the project. These changes will not impact the organization's standard job titles and rates.",
+    "saveButton": "Save",
+  
+    "jobTitleColumn": "Job Title",
+    "ratePerHourColumn": "Rate per hour",
+    "ratecardPluralText": "Rate Cards",
+    "labourHoursColumn": "Labour Hours",
+    "actions": "Actions",
+    "selectJobTitle": "Select Job Title",
+    "ratecardsPluralText": "Rate Card Templates",
+    "deleteConfirm": "Are you sure ?",
+    "yes": "Yes",
+    "no": "No",
+    "alreadyImportedRateCardMessage": "A rate card has already been imported. Clear all imported rate cards to add a new one."
+
+  }
+  

worklenz-frontend/public/locales/en/reporting-members.json

@@ -31,5 +31,10 @@
 
   "todoText": "To Do",
   "doingText": "Doing",
-  "doneText": "Done"
+  "doneText": "Done",
+
+  "timeLogsColumn": "Time Logs",
+  "timeLogsColumnTooltip": "Shows the proportion of billable vs non-billable time",
+  "billable": "Billable",
+  "nonBillable": "Non-Billable"
 }

worklenz-frontend/public/locales/en/settings/ratecard-settings.json

@@ -0,0 +1,50 @@
+{
+  "nameColumn": "Name",
+  "createdColumn": "Created",
+  "noProjectsAvailable": "No projects available",
+  "deleteConfirmationTitle": "Are you sure you want to delete this rate card?",
+  "deleteConfirmationOk": "Yes, delete",
+  "deleteConfirmationCancel": "Cancel",
+  "searchPlaceholder": "Search rate cards by name",
+  "createRatecard": "Create Rate Card",
+  "editTooltip": "Edit rate card",
+  "deleteTooltip": "Delete rate card",
+  "fetchError": "Failed to fetch rate cards",
+  "createError": "Failed to create rate card",
+  "deleteSuccess": "Rate card deleted successfully",
+  "deleteError": "Failed to delete rate card",
+
+  "jobTitleColumn": "Job title",
+  "ratePerHourColumn": "Rate per hour",
+  "saveButton": "Save",
+  "addRoleButton": "Add Role",
+  "createRatecardSuccessMessage": "Rate card created successfully",
+  "createRatecardErrorMessage": "Failed to create rate card",
+  "updateRatecardSuccessMessage": "Rate card updated successfully",
+  "updateRatecardErrorMessage": "Failed to update rate card",
+  "currency": "Currency",
+  "actionsColumn": "Actions",
+  "addAllButton": "Add All",
+  "removeAllButton": "Remove All",
+  "selectJobTitle": "Select job title",
+  "unsavedChangesTitle": "You have unsaved changes",
+  "unsavedChangesMessage": "Do you want to save your changes before leaving?",
+  "unsavedChangesSave": "Save",
+  "unsavedChangesDiscard": "Discard",
+  "ratecardNameRequired": "Rate card name is required",
+  "ratecardNamePlaceholder": "Enter rate card name",
+  "noRatecardsFound": "No rate cards found",
+  "loadingRateCards": "Loading rate cards...",
+  "noJobTitlesAvailable": "No job titles available",
+  "noRolesAdded": "No roles added yet",
+  "createFirstJobTitle": "Create First Job Title",
+  "jobRolesTitle": "Job Roles",
+  "noJobTitlesMessage": "Please create job titles first in the Job Titles settings before adding roles to rate cards.",
+  "createNewJobTitle": "Create New Job Title",
+  "jobTitleNamePlaceholder": "Enter job title name",
+  "jobTitleNameRequired": "Job title name is required",
+  "jobTitleCreatedSuccess": "Job title created successfully",
+  "jobTitleCreateError": "Failed to create job title",
+  "createButton": "Create",
+  "cancelButton": "Cancel"
+}

worklenz-frontend/public/locales/en/task-drawer/task-drawer.json

@@ -23,6 +23,7 @@
       "show-start-date": "Show Start Date",
       "hours": "Hours",
       "minutes": "Minutes",
+      "time-estimation-disabled-tooltip": "Time estimation is disabled because this task has {{count}} subtasks. The estimation shown is the sum of all subtasks.",
       "progressValue": "Progress Value",
       "progressValueTooltip": "Set the progress percentage (0-100%)",
       "progressValueRequired": "Please enter a progress value",
@@ -79,7 +80,21 @@
     "addTimeLog": "Add new time log",
     "totalLogged": "Total Logged",
     "exportToExcel": "Export to Excel",
-    "noTimeLogsFound": "No time logs found"
+    "noTimeLogsFound": "No time logs found",
+    "timerDisabledTooltip": "Timer is disabled because this task has {{count}} subtasks. Time should be logged on individual subtasks.",
+    "timeLogDisabledTooltip": "Time logging is disabled because this task has {{count}} subtasks. Time should be logged on individual subtasks.",
+    "date": "Date",
+    "startTime": "Start Time",
+    "endTime": "End Time",
+    "workDescription": "Work Description",
+    "requiredFields": "Please fill in all required fields",
+    "dateRequired": "Please select a date",
+    "startTimeRequired": "Please select start time",
+    "endTimeRequired": "Please select end time",
+    "workDescriptionPlaceholder": "Add a description",
+    "cancel": "Cancel",
+    "logTime": "Log time",
+    "updateTime": "Update time"
   },
   "taskActivityLogTab": {
     "title": "Activity Log"

worklenz-frontend/public/locales/en/time-report.json

@@ -5,6 +5,7 @@
 
   "searchByName": "Search by name",
   "selectAll": "Select All",
+  "clearAll": "Clear All",
   "teams": "Teams",
 
   "searchByProject": "Search by project name",
@@ -15,6 +16,8 @@
 
   "billable": "Billable",
   "nonBillable": "Non Billable",
+  "filterByBillableStatus": "Filter by Billable Status",
+  "allBillableTypes": "All Billable Types",
 
   "total": "Total",
 
@@ -40,5 +43,25 @@
   "noCategory": "No Category",
   "noProjects": "No projects found",
   "noTeams": "No teams found",
-  "noData": "No data found"
+  "noData": "No data found",
+  "members": "Members",
+  "searchByMember": "Search by member",
+  "utilization": "Utilization",
+
+  "totalTimeLogged": "Total Time Logged",
+  "expectedCapacity": "Expected Capacity",
+  "teamUtilization": "Team Utilization",
+  "variance": "Variance",
+  "acrossAllTeamMembers": "Across all team members",
+  "basedOnWorkingSchedule": "Based on working schedule",
+  "optimal": "Optimal",
+  "underUtilized": "Under-utilized",
+  "overUtilized": "Over-utilized",
+  "overCapacity": "Over capacity",
+  "underCapacity": "Under capacity",
+  "considerWorkloadRedistribution": "Consider workload redistribution",
+  "capacityAvailableForNewProjects": "Capacity available for new projects",
+  "targetRange": "Target: 90-110%",
+  "overtimeWork": "Overtime Work",
+  "reviewWorkLifeBalance": "Review work-life balance policies"
 }

worklenz-frontend/public/locales/es/admin-center/overview.json

@@ -4,5 +4,19 @@
   "owner": "Propietario de la Organización",
   "admins": "Administradores de la Organización",
   "contactNumber": "Agregar Número de Contacto",
-  "edit": "Editar"
+  "edit": "Editar",
+  "organizationWorkingDaysAndHours": "Días y Horas Laborales de la Organización",
+  "workingDays": "Días Laborales",
+  "workingHours": "Horas Laborales",
+  "monday": "Lunes",
+  "tuesday": "Martes",
+  "wednesday": "Miércoles",
+  "thursday": "Jueves",
+  "friday": "Viernes",
+  "saturday": "Sábado",
+  "sunday": "Domingo",
+  "hours": "horas",
+  "saveButton": "Guardar",
+  "saved": "¡Guardado exitosamente!",
+  "errorSaving": "Error al guardar la configuración."
 }

worklenz-frontend/public/locales/es/project-view-finance.json

@@ -0,0 +1,45 @@
+{
+  "financeText": "Finanzas",
+  "ratecardSingularText": "Tarifa",
+  "groupByText": "Agrupar por",
+  "statusText": "Estado",
+  "phaseText": "Fase",
+  "priorityText": "Prioridad",
+  "exportButton": "Exportar",
+  "currencyText": "Moneda",
+  "importButton": "Importar",
+  "filterText": "Filtro",
+  "billableOnlyText": "Solo Facturable",
+  "nonBillableOnlyText": "Solo No Facturable",
+  "allTasksText": "Todas las Tareas",
+  
+  "taskColumn": "Tarea",
+  "membersColumn": "Miembros",
+  "hoursColumn": "Horas Estimadas",
+  "totalTimeLoggedColumn": "Tiempo Total Registrado",
+  "costColumn": "Costo Real",
+  "estimatedCostColumn": "Costo Estimado",
+  "fixedCostColumn": "Costo Fijo",
+  "totalBudgetedCostColumn": "Costo Total Presupuestado",
+  "totalActualCostColumn": "Costo Real Total",
+  "varianceColumn": "Varianza",
+  "totalText": "Total",
+  "noTasksFound": "No se encontraron tareas",
+  
+  "addRoleButton": "+ Agregar Rol",
+  "ratecardImportantNotice": "* Esta tarifa se genera en base a los títulos de trabajo y tarifas estándar de la empresa. Sin embargo, tienes la flexibilidad de modificarla según el proyecto. Estos cambios no afectarán los títulos de trabajo y tarifas estándar de la organización.",
+  "saveButton": "Guardar",
+  
+  "jobTitleColumn": "Título del Trabajo",
+  "ratePerHourColumn": "Tarifa por hora",
+  "ratecardPluralText": "Tarifas",
+  "labourHoursColumn": "Horas de Trabajo",
+  "actions": "Acciones",
+  "selectJobTitle": "Seleccionar Título del Trabajo",
+  "ratecardsPluralText": "Plantillas de Tarifas",
+  "deleteConfirm": "¿Estás seguro?",
+  "yes": "Sí",
+  "no": "No",
+  "alreadyImportedRateCardMessage": "Ya se ha importado una tarifa. Borra todas las tarifas importadas para agregar una nueva."
+}
+  

worklenz-frontend/public/locales/es/reporting-members.json

@@ -31,5 +31,10 @@
 
   "todoText": "Por Hacer",
   "doingText": "Haciendo",
-  "doneText": "Hecho"
+  "doneText": "Hecho",
+
+  "timeLogsColumn": "Registros de Tiempo",
+  "timeLogsColumnTooltip": "Muestra la proporción de tiempo facturable vs no facturable",
+  "billable": "Facturable",
+  "nonBillable": "No Facturable"
 }

worklenz-frontend/public/locales/es/settings/ratecard-settings.json

@@ -0,0 +1,50 @@
+{
+  "nameColumn": "Nombre",
+  "createdColumn": "Creado",
+  "noProjectsAvailable": "No hay proyectos disponibles",
+  "deleteConfirmationTitle": "¿Está seguro de que desea eliminar esta tarjeta de tarifas?",
+  "deleteConfirmationOk": "Sí, eliminar",
+  "deleteConfirmationCancel": "Cancelar",
+  "searchPlaceholder": "Buscar tarjetas de tarifas por nombre",
+  "createRatecard": "Crear Tarjeta de Tarifas",
+  "editTooltip": "Editar tarjeta de tarifas",
+  "deleteTooltip": "Eliminar tarjeta de tarifas",
+  "fetchError": "Error al cargar las tarjetas de tarifas",
+  "createError": "Error al crear la tarjeta de tarifas",
+  "deleteSuccess": "Tarjeta de tarifas eliminada con éxito",
+  "deleteError": "Error al eliminar la tarjeta de tarifas",
+
+  "jobTitleColumn": "Título del trabajo",
+  "ratePerHourColumn": "Tarifa por hora",
+  "saveButton": "Guardar",
+  "addRoleButton": "Añadir Rol",
+  "createRatecardSuccessMessage": "Tarjeta de tarifas creada con éxito",
+  "createRatecardErrorMessage": "Error al crear la tarjeta de tarifas",
+  "updateRatecardSuccessMessage": "Tarjeta de tarifas actualizada con éxito",
+  "updateRatecardErrorMessage": "Error al actualizar la tarjeta de tarifas",
+  "currency": "Moneda",
+  "actionsColumn": "Acciones",
+  "addAllButton": "Añadir Todo",
+  "removeAllButton": "Eliminar Todo",
+  "selectJobTitle": "Seleccionar título del trabajo",
+  "unsavedChangesTitle": "Tiene cambios sin guardar",
+  "unsavedChangesMessage": "¿Desea guardar los cambios antes de salir?",
+  "unsavedChangesSave": "Guardar",
+  "unsavedChangesDiscard": "Descartar",
+  "ratecardNameRequired": "El nombre de la tarjeta de tarifas es obligatorio",
+  "ratecardNamePlaceholder": "Ingrese el nombre de la tarjeta de tarifas",
+  "noRatecardsFound": "No se encontraron tarjetas de tarifas",
+  "loadingRateCards": "Cargando tarjetas de tarifas...",
+  "noJobTitlesAvailable": "No hay títulos de trabajo disponibles",
+  "noRolesAdded": "Aún no se han añadido roles",
+  "createFirstJobTitle": "Crear Primer Título de Trabajo",
+  "jobRolesTitle": "Roles de Trabajo",
+  "noJobTitlesMessage": "Por favor, cree títulos de trabajo primero en la configuración de Títulos de Trabajo antes de añadir roles a las tarjetas de tarifas.",
+  "createNewJobTitle": "Crear Nuevo Título de Trabajo",
+  "jobTitleNamePlaceholder": "Ingrese el nombre del título de trabajo",
+  "jobTitleNameRequired": "El nombre del título de trabajo es obligatorio",
+  "jobTitleCreatedSuccess": "Título de trabajo creado con éxito",
+  "jobTitleCreateError": "Error al crear el título de trabajo",
+  "createButton": "Crear",
+  "cancelButton": "Cancelar"
+}

worklenz-frontend/public/locales/es/task-drawer/task-drawer.json

@@ -23,6 +23,7 @@
       "show-start-date": "Mostrar fecha de inicio",
       "hours": "Horas",
       "minutes": "Minutos",
+      "time-estimation-disabled-tooltip": "La estimación de tiempo está deshabilitada porque esta tarea tiene {{count}} subtareas. La estimación mostrada es la suma de todas las subtareas.",
       "progressValue": "Valor de Progreso",
       "progressValueTooltip": "Establecer el porcentaje de progreso (0-100%)",
       "progressValueRequired": "Por favor, introduce un valor de progreso",
@@ -79,7 +80,21 @@
     "addTimeLog": "Añadir nuevo registro de tiempo",
     "totalLogged": "Total registrado",
     "exportToExcel": "Exportar a Excel",
-    "noTimeLogsFound": "No se encontraron registros de tiempo"
+    "noTimeLogsFound": "No se encontraron registros de tiempo",
+    "timerDisabledTooltip": "El temporizador está deshabilitado porque esta tarea tiene {{count}} subtareas. El tiempo debe registrarse en las subtareas individuales.",
+    "timeLogDisabledTooltip": "El registro de tiempo está deshabilitado porque esta tarea tiene {{count}} subtareas. El tiempo debe registrarse en las subtareas individuales.",
+    "date": "Fecha",
+    "startTime": "Hora de inicio",
+    "endTime": "Hora de finalización",
+    "workDescription": "Descripción del trabajo",
+    "requiredFields": "Por favor, complete todos los campos requeridos",
+    "dateRequired": "Por favor, seleccione una fecha",
+    "startTimeRequired": "Por favor, seleccione la hora de inicio",
+    "endTimeRequired": "Por favor, seleccione la hora de finalización",
+    "workDescriptionPlaceholder": "Añadir una descripción",
+    "cancel": "Cancelar",
+    "logTime": "Registrar tiempo",
+    "updateTime": "Actualizar tiempo"
   },
   "taskActivityLogTab": {
     "title": "Registro de actividad"

worklenz-frontend/public/locales/es/time-report.json

@@ -5,6 +5,7 @@
 
   "searchByName": "Buscar por nombre",
   "selectAll": "Seleccionar Todo",
+  "clearAll": "Limpiar Todo",
   "teams": "Equipos",
 
   "searchByProject": "Buscar por nombre de proyecto",
@@ -15,6 +16,8 @@
 
   "billable": "Facturable",
   "nonBillable": "No Facturable",
+  "filterByBillableStatus": "Filtrar por Estado Facturable",
+  "allBillableTypes": "Todos los Tipos Facturables",
 
   "total": "Total",
 
@@ -40,5 +43,25 @@
   "noCategory": "No Categoría",
   "noProjects": "No se encontraron proyectos",
   "noTeams": "No se encontraron equipos",
-  "noData": "No se encontraron datos"
+  "noData": "No se encontraron datos",
+  "members": "Miembros",
+  "searchByMember": "Buscar por miembro",
+  "utilization": "Utilización",
+
+  "totalTimeLogged": "Tiempo Total Registrado",
+  "expectedCapacity": "Capacidad Esperada",
+  "teamUtilization": "Utilización del Equipo",
+  "variance": "Varianza",
+  "acrossAllTeamMembers": "En todos los miembros del equipo",
+  "basedOnWorkingSchedule": "Basado en horario de trabajo",
+  "optimal": "Óptimo",
+  "underUtilized": "Sub-utilizado",
+  "overUtilized": "Sobre-utilizado",
+  "overCapacity": "Sobre capacidad",
+  "underCapacity": "Bajo capacidad",
+  "considerWorkloadRedistribution": "Considerar redistribución de carga de trabajo",
+  "capacityAvailableForNewProjects": "Capacidad disponible para nuevos proyectos",
+  "targetRange": "Objetivo: 90-110%",
+  "overtimeWork": "Trabajo de Horas Extras",
+  "reviewWorkLifeBalance": "Revisar políticas de equilibrio trabajo-vida"
 }

worklenz-frontend/public/locales/pt/admin-center/overview.json

@@ -4,5 +4,19 @@
   "owner": "Proprietário da Organização",
   "admins": "Administradores da Organização",
   "contactNumber": "Adicione o Número de Contato",
-  "edit": "Editar"
+  "edit": "Editar",
+  "organizationWorkingDaysAndHours": "Dias e Horas de Trabalho da Organização",
+  "workingDays": "Dias de Trabalho",
+  "workingHours": "Horas de Trabalho",
+  "monday": "Segunda-feira",
+  "tuesday": "Terça-feira",
+  "wednesday": "Quarta-feira",
+  "thursday": "Quinta-feira",
+  "friday": "Sexta-feira",
+  "saturday": "Sábado",
+  "sunday": "Domingo",
+  "hours": "horas",
+  "saveButton": "Salvar",
+  "saved": "Salvo com sucesso!",
+  "errorSaving": "Erro ao salvar as configurações."
 }

worklenz-frontend/public/locales/pt/project-view-finance.json

@@ -0,0 +1,45 @@
+{
+  "financeText": "Finanças",
+  "ratecardSingularText": "Cartão de Taxa",
+  "groupByText": "Agrupar por",
+  "statusText": "Status",
+  "phaseText": "Fase",
+  "priorityText": "Prioridade",
+  "exportButton": "Exportar",
+  "currencyText": "Moeda",
+  "importButton": "Importar",
+  "filterText": "Filtro",
+  "billableOnlyText": "Apenas Faturável",
+  "nonBillableOnlyText": "Apenas Não Faturável",
+  "allTasksText": "Todas as Tarefas",
+  
+  "taskColumn": "Tarefa",
+  "membersColumn": "Membros",
+  "hoursColumn": "Horas Estimadas",
+  "totalTimeLoggedColumn": "Tempo Total Registrado",
+  "costColumn": "Custo Real",
+  "estimatedCostColumn": "Custo Estimado",
+  "fixedCostColumn": "Custo Fixo",
+  "totalBudgetedCostColumn": "Custo Total Orçado",
+  "totalActualCostColumn": "Custo Real Total",
+  "varianceColumn": "Variância",
+  "totalText": "Total",
+  "noTasksFound": "Nenhuma tarefa encontrada",
+  
+  "addRoleButton": "+ Adicionar Função",
+  "ratecardImportantNotice": "* Este cartão de taxa é gerado com base nos títulos de trabalho e taxas padrão da empresa. No entanto, você tem a flexibilidade de modificá-lo de acordo com o projeto. Essas alterações não afetarão os títulos de trabalho e taxas padrão da organização.",
+  "saveButton": "Salvar",
+  
+  "jobTitleColumn": "Título do Trabalho",
+  "ratePerHourColumn": "Taxa por hora",
+  "ratecardPluralText": "Cartões de Taxa",
+  "labourHoursColumn": "Horas de Trabalho",
+  "actions": "Ações",
+  "selectJobTitle": "Selecionar Título do Trabalho",
+  "ratecardsPluralText": "Modelos de Cartão de Taxa",
+  "deleteConfirm": "Tem certeza?",
+  "yes": "Sim",
+  "no": "Não",
+  "alreadyImportedRateCardMessage": "Um cartão de taxa já foi importado. Limpe todos os cartões de taxa importados para adicionar um novo."
+}
+  

worklenz-frontend/public/locales/pt/reporting-members.json

@@ -31,5 +31,10 @@
 
   "todoText": "To Do",
   "doingText": "Doing",
-  "doneText": "Done"
+  "doneText": "Done",
+
+  "timeLogsColumn": "Registros de Tempo",
+  "timeLogsColumnTooltip": "Mostra a proporção de tempo faturável vs não faturável",
+  "billable": "Faturável",
+  "nonBillable": "Não Faturável"
 }

worklenz-frontend/public/locales/pt/settings/ratecard-settings.json

@@ -0,0 +1,50 @@
+{
+  "nameColumn": "Nome",
+  "createdColumn": "Criado",
+  "noProjectsAvailable": "Nenhum projeto disponível",
+  "deleteConfirmationTitle": "Tem certeza que deseja excluir esta tabela de preços?",
+  "deleteConfirmationOk": "Sim, excluir",
+  "deleteConfirmationCancel": "Cancelar",
+  "searchPlaceholder": "Pesquisar tabelas de preços por nome",
+  "createRatecard": "Criar Tabela de Preços",
+  "editTooltip": "Editar tabela de preços",
+  "deleteTooltip": "Excluir tabela de preços",
+  "fetchError": "Falha ao carregar tabelas de preços",
+  "createError": "Falha ao criar tabela de preços",
+  "deleteSuccess": "Tabela de preços excluída com sucesso",
+  "deleteError": "Falha ao excluir tabela de preços",
+
+  "jobTitleColumn": "Cargo",
+  "ratePerHourColumn": "Taxa por hora",
+  "saveButton": "Salvar",
+  "addRoleButton": "Adicionar Cargo",
+  "createRatecardSuccessMessage": "Tabela de preços criada com sucesso",
+  "createRatecardErrorMessage": "Falha ao criar tabela de preços",
+  "updateRatecardSuccessMessage": "Tabela de preços atualizada com sucesso",
+  "updateRatecardErrorMessage": "Falha ao atualizar tabela de preços",
+  "currency": "Moeda",
+  "actionsColumn": "Ações",
+  "addAllButton": "Adicionar Todos",
+  "removeAllButton": "Remover Todos",
+  "selectJobTitle": "Selecionar cargo",
+  "unsavedChangesTitle": "Você tem alterações não salvas",
+  "unsavedChangesMessage": "Deseja salvar suas alterações antes de sair?",
+  "unsavedChangesSave": "Salvar",
+  "unsavedChangesDiscard": "Descartar",
+  "ratecardNameRequired": "O nome da tabela de preços é obrigatório",
+  "ratecardNamePlaceholder": "Digite o nome da tabela de preços",
+  "noRatecardsFound": "Nenhuma tabela de preços encontrada",
+  "loadingRateCards": "Carregando tabelas de preços...",
+  "noJobTitlesAvailable": "Nenhum cargo disponível",
+  "noRolesAdded": "Nenhum cargo adicionado ainda",
+  "createFirstJobTitle": "Criar Primeiro Cargo",
+  "jobRolesTitle": "Cargos",
+  "noJobTitlesMessage": "Por favor, crie cargos primeiro nas configurações de Cargos antes de adicionar funções às tabelas de preços.",
+  "createNewJobTitle": "Criar Novo Cargo",
+  "jobTitleNamePlaceholder": "Digite o nome do cargo",
+  "jobTitleNameRequired": "O nome do cargo é obrigatório",
+  "jobTitleCreatedSuccess": "Cargo criado com sucesso",
+  "jobTitleCreateError": "Falha ao criar cargo",
+  "createButton": "Criar",
+  "cancelButton": "Cancelar"
+}

worklenz-frontend/public/locales/pt/task-drawer/task-drawer.json

@@ -23,7 +23,8 @@
       "show-start-date": "Mostrar data de início",
       "hours": "Horas",
       "minutes": "Minutos",
-      "progressValue": "Valor de Progresso",
+      "time-estimation-disabled-tooltip": "A estimativa de tempo está desabilitada porque esta tarefa tem {{count}} subtarefas. A estimativa mostrada é a soma de todas as subtarefas.",
+      "progressValue": "Valor do Progresso",
       "progressValueTooltip": "Definir a porcentagem de progresso (0-100%)",
       "progressValueRequired": "Por favor, insira um valor de progresso",
       "progressValueRange": "O progresso deve estar entre 0 e 100",
@@ -79,7 +80,21 @@
     "addTimeLog": "Adicionar novo registro de tempo",
     "totalLogged": "Total registrado",
     "exportToExcel": "Exportar para Excel",
-    "noTimeLogsFound": "Nenhum registro de tempo encontrado"
+    "noTimeLogsFound": "Nenhum registro de tempo encontrado",
+    "timerDisabledTooltip": "O cronômetro está desabilitado porque esta tarefa tem {{count}} subtarefas. O tempo deve ser registrado nas subtarefas individuais.",
+    "timeLogDisabledTooltip": "O registro de tempo está desabilitado porque esta tarefa tem {{count}} subtarefas. O tempo deve ser registrado nas subtarefas individuais.",
+    "date": "Data",
+    "startTime": "Hora de início",
+    "endTime": "Hora de término",
+    "workDescription": "Descrição do trabalho",
+    "requiredFields": "Por favor, preencha todos os campos obrigatórios",
+    "dateRequired": "Por favor, selecione uma data",
+    "startTimeRequired": "Por favor, selecione a hora de início",
+    "endTimeRequired": "Por favor, selecione a hora de término",
+    "workDescriptionPlaceholder": "Adicionar uma descrição",
+    "cancel": "Cancelar",
+    "logTime": "Registrar tempo",
+    "updateTime": "Atualizar tempo"
   },
   "taskActivityLogTab": {
     "title": "Registro de atividade"

worklenz-frontend/public/locales/pt/time-report.json

@@ -5,6 +5,7 @@
 
   "searchByName": "Pesquisar por nome",
   "selectAll": "Selecionar Todos",
+  "clearAll": "Limpar Todos",
   "teams": "Equipes",
 
   "searchByProject": "Pesquisar por nome do projeto",
@@ -15,6 +16,8 @@
 
   "billable": "Cobrável",
   "nonBillable": "Não Cobrável",
+  "filterByBillableStatus": "Filtrar por Status de Cobrança",
+  "allBillableTypes": "Todos os Tipos Cobráveis",
 
   "total": "Total",
 
@@ -40,5 +43,25 @@
   "noCategory": "Nenhuma Categoria",
   "noProjects": "Nenhum projeto encontrado",
   "noTeams": "Nenhum time encontrado",
-  "noData": "Nenhum dado encontrado"
+  "noData": "Nenhum dado encontrado",
+  "members": "Membros",
+  "searchByMember": "Pesquisar por membro",
+  "utilization": "Utilização",
+
+  "totalTimeLogged": "Tempo Total Registrado",
+  "expectedCapacity": "Capacidade Esperada",
+  "teamUtilization": "Utilização da Equipe",
+  "variance": "Variância",
+  "acrossAllTeamMembers": "Em todos os membros da equipe",
+  "basedOnWorkingSchedule": "Baseado no horário de trabalho",
+  "optimal": "Ótimo",
+  "underUtilized": "Sub-utilizado",
+  "overUtilized": "Super-utilizado",
+  "overCapacity": "Acima da capacidade",
+  "underCapacity": "Abaixo da capacidade",
+  "considerWorkloadRedistribution": "Considerar redistribuição da carga de trabalho",
+  "capacityAvailableForNewProjects": "Capacidade disponível para novos projetos",
+  "targetRange": "Meta: 90-110%",
+  "overtimeWork": "Trabalho de Horas Extras",
+  "reviewWorkLifeBalance": "Revisar políticas de equilíbrio trabalho-vida"
 }

worklenz-frontend/scripts/copy-tinymce.js

@@ -1,5 +1,10 @@
-const fs = require('fs');
-const path = require('path');
+import fs from 'fs';
+import path from 'path';
+import { fileURLToPath } from 'url';
+
+// Get __dirname equivalent for ES modules
+const __filename = fileURLToPath(import.meta.url);
+const __dirname = path.dirname(__filename);
 
 // Create the directory if it doesn't exist
 const targetDir = path.join(__dirname, '..', 'public', 'tinymce');

worklenz-frontend/src/App.tsx

@@ -6,6 +6,7 @@ import i18next from 'i18next';
 // Components
 import ThemeWrapper from './features/theme/ThemeWrapper';
 import PreferenceSelector from './components/PreferenceSelector';
+import ResourcePreloader from './components/resource-preloader/resource-preloader';
 
 // Routes
 import router from './app/routes';
@@ -20,7 +21,7 @@ import { Language } from './features/i18n/localesSlice';
 import logger from './utils/errorLogger';
 import { SuspenseFallback } from './components/suspense-fallback/suspense-fallback';
 
-const App: React.FC<{ children: React.ReactNode }> = ({ children }) => {
+const App: React.FC<{ children?: React.ReactNode }> = ({ children }) => {
   const themeMode = useAppSelector(state => state.themeReducer.mode);
   const language = useAppSelector(state => state.localesReducer.lng);
 
@@ -47,6 +48,7 @@ const App: React.FC<{ children: React.ReactNode }> = ({ children }) => {
     <Suspense fallback={<SuspenseFallback />}>
       <ThemeWrapper>
         <RouterProvider router={router} future={{ v7_startTransition: true }} />
+        <ResourcePreloader />
       </ThemeWrapper>
     </Suspense>
   );

worklenz-frontend/src/api/project-finance-ratecard/project-finance-rate-cards.api.service.ts

@@ -0,0 +1,81 @@
+import apiClient from '@api/api-client';
+import { API_BASE_URL } from '@/shared/constants';
+import { IServerResponse } from '@/types/common.types';
+import { IJobType, JobRoleType } from '@/types/project/ratecard.types';
+
+const rootUrl = `${API_BASE_URL}/project-rate-cards`;
+
+export interface IProjectRateCardRole {
+  id?: string;
+  project_id: string;
+  job_title_id: string;
+  jobtitle?: string;
+  rate: number;
+  data?: object;
+  roles?: IJobType[];
+}
+
+export const projectRateCardApiService = {
+  // Insert multiple roles for a project
+  async insertMany(project_id: string, roles: Omit<IProjectRateCardRole, 'id' | 'project_id'>[]): Promise<IServerResponse<IProjectRateCardRole[]>> {
+    const response = await apiClient.post<IServerResponse<IProjectRateCardRole[]>>(rootUrl, { project_id, roles });
+    return response.data;
+  },
+  // Insert a single role for a project
+  async insertOne({ project_id, job_title_id, rate }: { project_id: string; job_title_id: string; rate: number }): Promise<IServerResponse<IProjectRateCardRole>> {
+    const response = await apiClient.post<IServerResponse<IProjectRateCardRole>>(
+      `${rootUrl}/create-project-rate-card-role`,
+      { project_id, job_title_id, rate }
+    );
+    return response.data;
+  },
+
+  // Get all roles for a project
+  async getFromProjectId(project_id: string): Promise<IServerResponse<IProjectRateCardRole[]>> {
+    const response = await apiClient.get<IServerResponse<IProjectRateCardRole[]>>(`${rootUrl}/project/${project_id}`);
+    return response.data;
+  },
+
+  // Get a single role by id
+  async getFromId(id: string): Promise<IServerResponse<IProjectRateCardRole>> {
+    const response = await apiClient.get<IServerResponse<IProjectRateCardRole>>(`${rootUrl}/${id}`);
+    return response.data;
+  },
+
+  // Update a single role by id
+  async updateFromId(id: string, body: { job_title_id: string; rate: string }): Promise<IServerResponse<IProjectRateCardRole>> {
+    const response = await apiClient.put<IServerResponse<IProjectRateCardRole>>(`${rootUrl}/${id}`, body);
+    return response.data;
+  },
+
+  // Update all roles for a project (delete then insert)
+  async updateFromProjectId(project_id: string, roles: Omit<IProjectRateCardRole, 'id' | 'project_id'>[]): Promise<IServerResponse<IProjectRateCardRole[]>> {
+    const response = await apiClient.put<IServerResponse<IProjectRateCardRole[]>>(`${rootUrl}/project/${project_id}`, { project_id, roles });
+    return response.data;
+  },
+
+  // Update project member rate card role
+  async updateMemberRateCardRole(
+    project_id: string,
+    member_id: string,
+    project_rate_card_role_id: string
+  ): Promise<IServerResponse<JobRoleType>> {
+    const response = await apiClient.put<IServerResponse<JobRoleType>>(
+      `${rootUrl}/project/${project_id}/members/${member_id}/rate-card-role`,
+      { project_rate_card_role_id }
+    );
+    return response.data;
+  },
+
+  // Delete a single role by id
+  async deleteFromId(id: string): Promise<IServerResponse<IProjectRateCardRole>> {
+    const response = await apiClient.delete<IServerResponse<IProjectRateCardRole>>(`${rootUrl}/${id}`);
+    return response.data;
+  },
+
+  // Delete all roles for a project
+  async deleteFromProjectId(project_id: string): Promise<IServerResponse<IProjectRateCardRole[]>> {
+    const response = await apiClient.delete<IServerResponse<IProjectRateCardRole[]>>(`${rootUrl}/project/${project_id}`);
+    return response.data;
+  },
+};

worklenz-frontend/src/api/project-finance-ratecard/project-finance.api.service.ts

@@ -0,0 +1,92 @@
+import { API_BASE_URL } from "@/shared/constants";
+import { IServerResponse } from "@/types/common.types";
+import apiClient from "../api-client";
+import { IProjectFinanceResponse, ITaskBreakdownResponse, IProjectFinanceTask } from "@/types/project/project-finance.types";
+
+const rootUrl = `${API_BASE_URL}/project-finance`;
+
+type BillableFilterType = 'all' | 'billable' | 'non-billable';
+
+export const projectFinanceApiService = {
+    getProjectTasks: async (
+        projectId: string,
+        groupBy: 'status' | 'priority' | 'phases' = 'status',
+        billableFilter: BillableFilterType = 'billable'
+      ): Promise<IServerResponse<IProjectFinanceResponse>> => {
+        const response = await apiClient.get<IServerResponse<IProjectFinanceResponse>>(
+          `${rootUrl}/project/${projectId}/tasks`,
+          {
+            params: { 
+              group_by: groupBy,
+              billable_filter: billableFilter
+            }
+          }
+        );
+        return response.data;
+      },
+
+    getSubTasks: async (
+        projectId: string,
+        parentTaskId: string,
+        billableFilter: BillableFilterType = 'billable'
+      ): Promise<IServerResponse<IProjectFinanceTask[]>> => {
+        const response = await apiClient.get<IServerResponse<IProjectFinanceTask[]>>(
+          `${rootUrl}/project/${projectId}/tasks/${parentTaskId}/subtasks`,
+          {
+            params: {
+              billable_filter: billableFilter
+            }
+          }
+        );
+        return response.data;
+      },
+
+    getTaskBreakdown: async (
+        taskId: string
+      ): Promise<IServerResponse<ITaskBreakdownResponse>> => {
+        const response = await apiClient.get<IServerResponse<ITaskBreakdownResponse>>(
+          `${rootUrl}/task/${taskId}/breakdown`
+        );
+        return response.data;
+      },
+
+    updateTaskFixedCost: async (
+        taskId: string,
+        fixedCost: number
+      ): Promise<IServerResponse<any>> => {
+        const response = await apiClient.put<IServerResponse<any>>(
+          `${rootUrl}/task/${taskId}/fixed-cost`,
+          { fixed_cost: fixedCost }
+        );
+        return response.data;
+      },
+
+    updateProjectCurrency: async (
+        projectId: string,
+        currency: string
+      ): Promise<IServerResponse<any>> => {
+        const response = await apiClient.put<IServerResponse<any>>(
+          `${rootUrl}/project/${projectId}/currency`,
+          { currency }
+        );
+        return response.data;
+      },
+
+    exportFinanceData: async (
+        projectId: string,
+        groupBy: 'status' | 'priority' | 'phases' = 'status',
+        billableFilter: BillableFilterType = 'billable'
+      ): Promise<Blob> => {
+        const response = await apiClient.get(
+          `${rootUrl}/project/${projectId}/export`,
+          {
+            params: { 
+              groupBy,
+              billable_filter: billableFilter
+            },
+            responseType: 'blob'
+          }
+        );
+        return response.data;
+      },
+}

worklenz-frontend/src/api/projects/projects.api.service.ts

@@ -7,6 +7,7 @@ import { IProjectViewModel } from '@/types/project/projectViewModel.types';
 import { ITeamMemberOverviewGetResponse } from '@/types/project/project-insights.types';
 import { IProjectMembersViewModel } from '@/types/projectMember.types';
 import { IProjectManager } from '@/types/project/projectManager.types';
+import { ITaskPhase } from '@/types/tasks/taskPhase.types';
 
 const rootUrl = `${API_BASE_URL}/projects`;
 
@@ -120,5 +121,14 @@ export const projectsApiService = {
     const response = await apiClient.get<IServerResponse<IProjectManager[]>>(`${url}`);
     return response.data;
   },
+
+  updateProjectPhaseLabel: async (projectId: string, phaseLabel: string) => {
+    const q = toQueryString({ id: projectId, current_project_id: projectId });
+    const response = await apiClient.put<IServerResponse<ITaskPhase>>(
+      `${rootUrl}/label/${projectId}${q}`,
+      { name: phaseLabel }
+    );
+    return response.data;
+  },
 };
 

worklenz-frontend/src/api/reporting/reporting.timesheet.api.service.ts

@@ -3,7 +3,7 @@ import { toQueryString } from '@/utils/toQueryString';
 import apiClient from '../api-client';
 import { IServerResponse } from '@/types/common.types';
 import { IAllocationViewModel } from '@/types/reporting/reporting-allocation.types';
-import { IProjectLogsBreakdown, IRPTTimeMember, IRPTTimeProject, ITimeLogBreakdownReq } from '@/types/reporting/reporting.types';
+import { IProjectLogsBreakdown, IRPTTimeMember, IRPTTimeMemberViewModel, IRPTTimeProject, ITimeLogBreakdownReq } from '@/types/reporting/reporting.types';
 
 const rootUrl = `${API_BASE_URL}/reporting`;
 
@@ -25,7 +25,7 @@ export const reportingTimesheetApiService = {
     return response.data;
   },
 
-  getMemberTimeSheets: async (body = {}, archived = false): Promise<IServerResponse<IRPTTimeMember[]>> => {
+  getMemberTimeSheets: async (body = {}, archived = false): Promise<IServerResponse<IRPTTimeMemberViewModel>> => {
     const q = toQueryString({ archived });
     const response = await apiClient.post(`${rootUrl}/time-reports/members/${q}`, body);
     return response.data;

worklenz-frontend/src/api/settings/rate-cards/rate-cards.api.service.ts

@@ -0,0 +1,48 @@
+import apiClient from '@api/api-client';
+import { API_BASE_URL } from '@/shared/constants';
+import { IServerResponse } from '@/types/common.types';
+import { IJobTitle, IJobTitlesViewModel } from '@/types/job.types';
+import { toQueryString } from '@/utils/toQueryString';
+import { RatecardType, IRatecardViewModel } from '@/types/project/ratecard.types';
+
+type IRatecard = {
+  id: string;}
+
+const rootUrl = `${API_BASE_URL}/rate-cards`;
+
+export const rateCardApiService = {
+    async getRateCards(
+    index: number,
+    size: number,
+    field: string | null,
+    order: string | null,
+    search?: string | null
+  ): Promise<IServerResponse<IRatecardViewModel>> {
+    const s = encodeURIComponent(search || '');
+    const queryString = toQueryString({ index, size, field, order, search: s });
+    const response = await apiClient.get<IServerResponse<IRatecardViewModel>>(
+      `${rootUrl}${queryString}`
+    );
+    return response.data;
+  },
+  async getRateCardById(id: string): Promise<IServerResponse<RatecardType>> {
+    const response = await apiClient.get<IServerResponse<RatecardType>>(`${rootUrl}/${id}`);
+    return response.data;
+  },
+
+  async createRateCard(body: RatecardType): Promise<IServerResponse<RatecardType>> {
+    const response = await apiClient.post<IServerResponse<RatecardType>>(rootUrl, body);
+    return response.data;
+  },
+
+  async updateRateCard(id: string, body: RatecardType): Promise<IServerResponse<RatecardType>> {
+    const response = await apiClient.put<IServerResponse<RatecardType>>(`${rootUrl}/${id}`, body);
+    return response.data;
+  },
+
+  async deleteRateCard(id: string): Promise<IServerResponse<void>> {
+    const response = await apiClient.delete<IServerResponse<void>>(`${rootUrl}/${id}`);
+    return response.data;
+  },
+
+};

worklenz-frontend/src/app/store.ts

@@ -69,9 +69,11 @@ import projectReportsTableColumnsReducer from '../features/reporting/projectRepo
 import projectReportsReducer from '../features/reporting/projectReports/project-reports-slice';
 import membersReportsReducer from '../features/reporting/membersReports/membersReportsSlice';
 import timeReportsOverviewReducer from '@features/reporting/time-reports/time-reports-overview.slice';
-
+import financeReducer from '../features/finance/finance-slice';
 import roadmapReducer from '../features/roadmap/roadmap-slice';
 import teamMembersReducer from '@features/team-members/team-members.slice';
+import projectFinanceRateCardReducer from '../features/finance/project-finance-slice';
+import projectFinancesReducer from '../features/projects/finance/project-finance.slice';
 import groupByFilterDropdownReducer from '../features/group-by-filter-dropdown/group-by-filter-dropdown-slice';
 import homePageApiService from '@/api/home-page/home-page.api.service';
 import { projectsApi } from '@/api/projects/projects.v1.api.service';
@@ -155,6 +157,9 @@ export const store = configureStore({
     roadmapReducer: roadmapReducer,
     groupByFilterDropdownReducer: groupByFilterDropdownReducer,
     timeReportsOverviewReducer: timeReportsOverviewReducer,
+    financeReducer: financeReducer,
+    projectFinanceRateCard: projectFinanceRateCardReducer,
+    projectFinances: projectFinancesReducer,
   },
 });
 

worklenz-frontend/src/components/avatars/avatars.tsx

@@ -4,19 +4,20 @@ import { InlineMember } from '@/types/teamMembers/inlineMember.types';
 interface AvatarsProps {
   members: InlineMember[];
   maxCount?: number;
+  allowClickThrough?: boolean;
 }
 
-const renderAvatar = (member: InlineMember, index: number) => (
+const renderAvatar = (member: InlineMember, index: number, allowClickThrough: boolean = false) => (
   <Tooltip
     key={member.team_member_id || index}
     title={member.end && member.names ? member.names.join(', ') : member.name}
   >
     {member.avatar_url ? (
-      <span onClick={(e: React.MouseEvent) => e.stopPropagation()}>
+      <span onClick={allowClickThrough ? undefined : (e: React.MouseEvent) => e.stopPropagation()}>
         <Avatar src={member.avatar_url} size={28} key={member.team_member_id || index} />
       </span>
     ) : ( 
-      <span onClick={(e: React.MouseEvent) => e.stopPropagation()}>
+      <span onClick={allowClickThrough ? undefined : (e: React.MouseEvent) => e.stopPropagation()}>
         <Avatar
           size={28}
           key={member.team_member_id || index}
@@ -32,12 +33,12 @@ const renderAvatar = (member: InlineMember, index: number) => (
   </Tooltip>
 );
 
-const Avatars: React.FC<AvatarsProps> = ({ members, maxCount }) => {
+const Avatars: React.FC<AvatarsProps> = ({ members, maxCount, allowClickThrough = false }) => {
   const visibleMembers = maxCount ? members.slice(0, maxCount) : members;
   return (
-    <div onClick={(e: React.MouseEvent) => e.stopPropagation()}>
+    <div onClick={allowClickThrough ? undefined : (e: React.MouseEvent) => e.stopPropagation()}>
       <Avatar.Group>
-        {visibleMembers.map((member, index) => renderAvatar(member, index))}
+        {visibleMembers.map((member, index) => renderAvatar(member, index, allowClickThrough))}
       </Avatar.Group>
     </div>
   );

worklenz-frontend/src/components/conditional-alert.tsx

@@ -0,0 +1,61 @@
+import { Alert } from 'antd';
+import { useState, useEffect } from 'react';
+
+interface ConditionalAlertProps {
+  message?: string;
+  type?: 'success' | 'info' | 'warning' | 'error';
+  showInitially?: boolean;
+  onClose?: () => void;
+  condition?: boolean;
+  className?: string;
+}
+
+const ConditionalAlert = ({
+  message = '',
+  type = 'info',
+  showInitially = false,
+  onClose,
+  condition,
+  className = ''
+}: ConditionalAlertProps) => {
+  const [visible, setVisible] = useState(showInitially);
+
+  useEffect(() => {
+    if (condition !== undefined) {
+      setVisible(condition);
+    }
+  }, [condition]);
+
+  const handleClose = () => {
+    setVisible(false);
+    onClose?.();
+  };
+
+  const alertStyles = {
+    position: 'fixed',
+    top: 0,
+    left: 0,
+    right: 0,
+    zIndex: 1000,
+    margin: 0,
+    borderRadius: 0,
+  } as const;
+
+  if (!visible || !message) {
+    return null;
+  }
+
+  return (
+    <Alert
+      message={message}
+      type={type}
+      closable
+      onClose={handleClose}
+      style={alertStyles}
+      showIcon
+      className={className}
+    />
+  );
+};
+
+export default ConditionalAlert; 

worklenz-frontend/src/components/license-alert.tsx

@@ -0,0 +1,184 @@
+import { Alert, Button, Space } from 'antd';
+import { useState, useEffect } from 'react';
+import { CrownOutlined, ClockCircleOutlined } from '@ant-design/icons';
+import { ILocalSession } from '@/types/auth/local-session.types';
+import { LICENSE_ALERT_KEY } from '@/shared/constants';
+import { format, isSameDay, differenceInDays, addDays, isAfter } from 'date-fns';
+import { useNavigate } from 'react-router-dom';
+
+interface LicenseAlertProps {
+  currentSession: ILocalSession;
+  onVisibilityChange?: (visible: boolean) => void;
+}
+
+interface AlertConfig {
+  type: 'success' | 'info' | 'warning' | 'error';
+  message: React.ReactNode;
+  description: string;
+  icon: React.ReactNode;
+  licenseType: 'trial' | 'expired' | 'expiring';
+  daysRemaining: number;
+}
+
+const LicenseAlert = ({ currentSession, onVisibilityChange }: LicenseAlertProps) => {
+  const navigate = useNavigate();
+  const [visible, setVisible] = useState(false);
+  const [alertConfig, setAlertConfig] = useState<AlertConfig | null>(null);
+
+  const handleClose = () => {
+    setVisible(false);
+    setLastAlertDate(new Date());
+  };
+
+  const getLastAlertDate = () => {
+    const lastAlertDate = localStorage.getItem(LICENSE_ALERT_KEY);
+    return lastAlertDate ? new Date(lastAlertDate) : null;
+  };
+
+  const setLastAlertDate = (date: Date) => {
+    localStorage.setItem(LICENSE_ALERT_KEY, format(date, 'yyyy-MM-dd'));
+  };
+
+  const handleUpgrade = () => {
+    navigate('/worklenz/admin-center/billing');
+  };
+
+  const handleExtend = () => {
+    navigate('/worklenz/admin-center/billing');
+  };
+
+  const getVisibleAndConfig = (): { visible: boolean; config: AlertConfig | null } => {
+    const lastAlertDate = getLastAlertDate();
+    
+    // Check if alert was already shown today
+    if (lastAlertDate && isSameDay(lastAlertDate, new Date())) {
+      return { visible: false, config: null };
+    }
+
+    if (!currentSession.valid_till_date) {
+      return { visible: false, config: null };
+    }
+
+    let validTillDate = new Date(currentSession.valid_till_date);
+    const today = new Date();
+    
+    // If validTillDate is after today, add 1 day (matching Angular logic)
+    if (isAfter(validTillDate, today)) {
+      validTillDate = addDays(validTillDate, 1);
+    }
+
+    // Calculate the difference in days between the two dates
+    const daysDifference = differenceInDays(validTillDate, today);
+    
+    // Don't show if no valid_till_date or difference is >= 7 days
+    if (daysDifference >= 7) {
+      return { visible: false, config: null };
+    }
+
+    const absDaysDifference = Math.abs(daysDifference);
+    const dayText = `${absDaysDifference} day${absDaysDifference === 1 ? '' : 's'}`;
+
+    let string1 = '';
+    let string2 = dayText;
+    let licenseType: 'trial' | 'expired' | 'expiring' = 'expiring';
+    let alertType: 'success' | 'info' | 'warning' | 'error' = 'warning';
+
+    if (currentSession.subscription_status === 'trialing') {
+      licenseType = 'trial';
+      if (daysDifference < 0) {
+        string1 = 'Your Worklenz trial expired';
+        string2 = string2 + ' ago';
+        alertType = 'error';
+        licenseType = 'expired';
+      } else if (daysDifference !== 0 && daysDifference < 7) {
+        string1 = 'Your Worklenz trial expires in';
+      } else if (daysDifference === 0 && daysDifference < 7) {
+        string1 = 'Your Worklenz trial expires';
+        string2 = 'today';
+      }
+    } else if (currentSession.subscription_status === 'active') {
+      if (daysDifference < 0) {
+        string1 = 'Your Worklenz subscription expired';
+        string2 = string2 + ' ago';
+        alertType = 'error';
+        licenseType = 'expired';
+      } else if (daysDifference !== 0 && daysDifference < 7) {
+        string1 = 'Your Worklenz subscription expires in';
+      } else if (daysDifference === 0 && daysDifference < 7) {
+        string1 = 'Your Worklenz subscription expires';
+        string2 = 'today';
+      }
+    } else {
+      return { visible: false, config: null };
+    }
+
+    const config: AlertConfig = {
+      type: alertType,
+      message: (
+        <>
+          Action required! {string1} <strong>{string2}</strong>
+        </>
+      ),
+      description: '',
+      icon: licenseType === 'expired' || licenseType === 'trial' ? <CrownOutlined /> : <ClockCircleOutlined />,
+      licenseType,
+      daysRemaining: absDaysDifference
+    };
+
+    return { visible: true, config };
+  };
+
+  useEffect(() => {
+    const { visible: shouldShow, config } = getVisibleAndConfig();
+    setVisible(shouldShow);
+    setAlertConfig(config);
+    
+    // Notify parent about visibility change
+    if (onVisibilityChange) {
+      onVisibilityChange(shouldShow);
+    }
+  }, [currentSession, onVisibilityChange]);
+
+  const alertStyles = {
+    margin: 0,
+    borderRadius: 0,
+  } as const;
+
+  const actionButtons = alertConfig && (
+    <Space>
+      {/* Show button only if user is owner or admin */}
+      {(currentSession.owner || currentSession.is_admin) && (
+        <Button 
+          type="primary" 
+          size="small" 
+          onClick={currentSession.subscription_status === 'trialing' ? handleUpgrade : handleExtend}
+        >
+          {currentSession.subscription_status === 'trialing' ? 'Upgrade now' : 'Go to Billing'}
+        </Button>
+      )}
+    </Space>
+  );
+
+  if (!visible || !alertConfig) {
+    return null;
+  }
+
+  return (
+    <div data-license-alert>
+      <Alert
+        message={alertConfig.message}
+        type={alertConfig.type}
+        closable
+        onClose={handleClose}
+        style={{
+          ...alertStyles,
+          fontWeight: 500,
+        }}
+        showIcon
+        action={actionButtons}
+      />
+    </div>
+  );
+};
+
+export default LicenseAlert; 

worklenz-frontend/src/components/project-ratecard/ratecard-assignee-selector.tsx

@@ -0,0 +1,109 @@
+import { useEffect, useRef, useState } from 'react';
+import { InputRef } from 'antd/es/input';
+import Dropdown from 'antd/es/dropdown';
+import Card from 'antd/es/card';
+import List from 'antd/es/list';
+import Input from 'antd/es/input';
+import Checkbox from 'antd/es/checkbox';
+import Button from 'antd/es/button';
+import Empty from 'antd/es/empty';
+import { PlusOutlined } from '@ant-design/icons';
+import SingleAvatar from '../common/single-avatar/single-avatar';
+import { IProjectMemberViewModel } from '@/types/projectMember.types';
+
+interface RateCardAssigneeSelectorProps {
+  projectId: string;
+  onChange?: (memberId: string) => void;
+  selectedMemberIds?: string[];
+  memberlist?: IProjectMemberViewModel[];
+}
+
+const RateCardAssigneeSelector = ({
+  projectId,
+  onChange,
+  selectedMemberIds = [],
+  memberlist = [],
+  assignedMembers = [], // New prop: List of all assigned member IDs across all job titles
+}: RateCardAssigneeSelectorProps & { assignedMembers: string[] }) => {
+  const membersInputRef = useRef<InputRef>(null);
+  const [searchQuery, setSearchQuery] = useState('');
+  const [members, setMembers] = useState<IProjectMemberViewModel[]>(memberlist);
+
+  useEffect(() => {
+    setMembers(memberlist);
+  }, [memberlist]);
+
+  const filteredMembers = members.filter((member) =>
+    member.name?.toLowerCase().includes(searchQuery.toLowerCase())
+  );
+
+  const dropdownContent = (
+    <Card styles={{ body: { padding: 8 } }}>
+      <Input
+        ref={membersInputRef}
+        value={searchQuery}
+        onChange={(e) => setSearchQuery(e.currentTarget.value)}
+        placeholder="Search members"
+      />
+      <List style={{ padding: 0, maxHeight: 200, overflow: 'auto' }}>
+        {filteredMembers.length ? (
+          filteredMembers.map((member) => {
+            const isAssignedToAnotherJobTitle =
+              assignedMembers.includes(member.id || '') &&
+              !selectedMemberIds.includes(member.id || ''); // Check if the member is assigned elsewhere
+
+            return (
+              <List.Item
+                key={member.id}
+                style={{
+                  display: 'flex',
+                  gap: 8,
+                  alignItems: 'center',
+                  padding: '4px 8px',
+                  border: 'none',
+                  opacity: member.pending_invitation || isAssignedToAnotherJobTitle ? 0.5 : 1,
+                  justifyContent: 'flex-start',
+                  textAlign: 'left',
+                }}
+              >
+                <Checkbox
+                  checked={selectedMemberIds.includes(member.id || '')}
+                  disabled={member.pending_invitation || isAssignedToAnotherJobTitle}
+                  onChange={() => onChange?.(member.id || '')}
+                />
+                <SingleAvatar
+                  avatarUrl={member.avatar_url}
+                  name={member.name}
+                  email={member.email}
+                />
+                <span>{member.name}</span>
+              </List.Item>
+            );
+          })
+        ) : (
+          <Empty description="No members found" />
+        )}
+      </List>
+    </Card>
+  );
+
+  return (
+    <Dropdown
+      overlayClassName="custom-dropdown"
+      trigger={['click']}
+      dropdownRender={() => dropdownContent}
+      onOpenChange={(open) => {
+        if (open) setTimeout(() => membersInputRef.current?.focus(), 0);
+      }}
+    >
+      <Button
+        type="dashed"
+        shape="circle"
+        size="small"
+        icon={<PlusOutlined style={{ fontSize: 12 }} />}
+      />
+    </Dropdown>
+  );
+};
+
+export default RateCardAssigneeSelector;

worklenz-frontend/src/components/reporting/time-wise-filter.tsx

@@ -147,6 +147,10 @@ const TimeWiseFilter = () => {
           format={'MMM DD, YYYY'}
           onChange={handleDateRangeChange}
           value={customRange ? [dayjs(customRange[0]), dayjs(customRange[1])] : null}
+          disabledDate={(current) => {
+            // Disable dates after today
+            return current && current > dayjs().endOf('day');
+          }}
         />
 
         <Button

worklenz-frontend/src/components/resource-preloader/resource-preloader.tsx

@@ -0,0 +1,49 @@
+import { useEffect } from 'react';
+
+/**
+ * ResourcePreloader component to preload critical chunks for better performance
+ * This helps reduce loading times when users navigate to different project view tabs
+ */
+const ResourcePreloader = () => {
+  useEffect(() => {
+    // Preload critical project view chunks after initial page load
+    const preloadCriticalChunks = () => {
+      // Only preload in production and if the user is likely to use project views
+      if (import.meta.env.DEV) return;
+
+      // Check if user is on a project-related page or dashboard
+      const currentPath = window.location.pathname;
+      const isProjectRelated = currentPath.includes('/projects') || 
+                             currentPath.includes('/worklenz') ||
+                             currentPath === '/';
+
+      if (!isProjectRelated) return;
+
+      // Preload the most commonly used project view components
+      const criticalImports = [
+        () => import('@/pages/projects/projectView/taskList/project-view-task-list'),
+        () => import('@/pages/projects/projectView/board/project-view-board'),
+        () => import('@/components/project-task-filters/filter-dropdowns/group-by-filter-dropdown'),
+        () => import('@/components/project-task-filters/filter-dropdowns/search-dropdown'),
+      ];
+
+      // Preload with a small delay to not interfere with initial page load
+      setTimeout(() => {
+        criticalImports.forEach(importFn => {
+          importFn().catch(error => {
+            // Silently handle preload failures - they're not critical
+            console.debug('Preload failed:', error);
+          });
+        });
+      }, 2000); // 2 second delay after initial load
+    };
+
+    // Start preloading when component mounts
+    preloadCriticalChunks();
+  }, []);
+
+  // This component doesn't render anything
+  return null;
+};
+
+export default ResourcePreloader; 

worklenz-frontend/src/components/schedule-old/tabs/withStartAndEndDates/WithStartAndEndDates.tsx

@@ -1,11 +1,13 @@
-import StatusGroupTables from '@/pages/projects/project-view-1/taskList/statusTables/StatusGroupTables';
+import TaskGroupList from '@/pages/projects/projectView/taskList/groupTables/TaskGroupList';
 import { TaskType } from '@/types/task.types';
 import { useAppSelector } from '@/hooks/useAppSelector';
-import GroupByFilterDropdown from '@/pages/projects/project-view-1/taskList/taskListFilters/GroupByFilterDropdown';
+import GroupByFilterDropdown from '@/components/project-task-filters/filter-dropdowns/group-by-filter-dropdown';
 import { useTranslation } from 'react-i18next';
+import { ITaskListGroup } from '@/types/tasks/taskList.types';
 
 const WithStartAndEndDates = () => {
-  const dataSource: TaskType[] = useAppSelector(state => state.taskReducer.tasks);
+  const dataSource: ITaskListGroup[] = useAppSelector(state => state.taskReducer.taskGroups);
+  const groupBy = useAppSelector(state => state.taskReducer.groupBy);
   const { t } = useTranslation('schedule');
   return (
     <div style={{ display: 'flex', flexDirection: 'column', gap: '20px' }}>
@@ -57,7 +59,7 @@ const WithStartAndEndDates = () => {
         <GroupByFilterDropdown />
       </div>
       <div>
-        <StatusGroupTables datasource={dataSource} />
+        <TaskGroupList taskGroups={dataSource} groupBy={groupBy} />
       </div>
     </div>
   );

worklenz-frontend/src/components/schedule/grant-chart/tabs/withStartAndEndDates/WithStartAndEndDates.tsx

@@ -2,13 +2,14 @@ import { TaskType } from '@/types/task.types';
 import { useAppSelector } from '@/hooks/useAppSelector';
 import GroupByFilterDropdown from '@/components/project-task-filters/filter-dropdowns/group-by-filter-dropdown';
 import { useTranslation } from 'react-i18next';
-import StatusGroupTables from '@/pages/projects/project-view-1/taskList/statusTables/StatusGroupTables';
+import TaskGroupList from '@/pages/projects/projectView/taskList/groupTables/TaskGroupList';
 import PriorityGroupTables from '@/pages/projects/projectView/taskList/groupTables/priorityTables/PriorityGroupTables';
 import { IProjectTask } from '@/types/project/projectTasksViewModel.types';
 import { ITaskListGroup } from '@/types/tasks/taskList.types';
 
 const WithStartAndEndDates = () => {
   const dataSource: ITaskListGroup[] = useAppSelector(state => state.taskReducer.taskGroups);
+  const groupBy = useAppSelector(state => state.taskReducer.groupBy);
   const { t } = useTranslation('schedule');
   return (
     <div style={{ display: 'flex', flexDirection: 'column', gap: '20px' }}>
@@ -60,10 +61,7 @@ const WithStartAndEndDates = () => {
         <GroupByFilterDropdown />
       </div>
       <div>
-        {dataSource.map(group => (
-          <StatusGroupTables key={group.id} group={group} />
-        ))}
-        {/* <PriorityGroupTables datasource={dataSource} /> */}
+        <TaskGroupList taskGroups={dataSource} groupBy={groupBy} />
       </div>
     </div>
   );

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

@@ -2,23 +2,41 @@ import { SocketEvents } from '@/shared/socket-events';
 import { useSocket } from '@/socket/socketContext';
 import { colors } from '@/styles/colors';
 import { ITaskViewModel } from '@/types/tasks/task.types';
-import { Flex, Form, FormInstance, InputNumber, Typography } from 'antd';
+import { Flex, Form, FormInstance, InputNumber, Typography, Tooltip } from 'antd';
 import { TFunction } from 'i18next';
-import { useState } from 'react';
+import { useState, useEffect } from 'react';
 
 interface TaskDrawerEstimationProps {
   t: TFunction;
   task: ITaskViewModel;
   form: FormInstance<any>;
+  subTasksEstimation?: { hours: number; minutes: number }; // Sum of subtasks estimation
 }
 
-const TaskDrawerEstimation = ({ t, task, form }: TaskDrawerEstimationProps) => {
+const TaskDrawerEstimation = ({ t, task, form, subTasksEstimation }: TaskDrawerEstimationProps) => {
   const { socket, connected } = useSocket();
   const [hours, setHours] = useState(0);
   const [minutes, setMinutes] = useState(0);
+  
+  // Check if task has subtasks
+  const hasSubTasks = (task?.sub_tasks_count || 0) > 0;
+  
+  // Use subtasks estimation if available, otherwise use task's own estimation
+  const displayHours = hasSubTasks && subTasksEstimation ? subTasksEstimation.hours : (task?.total_hours || 0);
+  const displayMinutes = hasSubTasks && subTasksEstimation ? subTasksEstimation.minutes : (task?.total_minutes || 0);
+
+  useEffect(() => {
+    // Update form values when subtasks estimation changes
+    if (hasSubTasks && subTasksEstimation) {
+      form.setFieldsValue({
+        hours: subTasksEstimation.hours,
+        minutes: subTasksEstimation.minutes
+      });
+    }
+  }, [subTasksEstimation, hasSubTasks, form]);
 
   const handleTimeEstimationBlur = (e: React.FocusEvent<HTMLInputElement>) => {
-    if (!connected || !task.id) return;
+    if (!connected || !task.id || hasSubTasks) return;
     
     // Get current form values instead of using state
     const currentHours = form.getFieldValue('hours') || 0;
@@ -35,48 +53,69 @@ const TaskDrawerEstimation = ({ t, task, form }: TaskDrawerEstimationProps) => {
     );
   };
 
+  const tooltipTitle = hasSubTasks 
+    ? t('taskInfoTab.details.time-estimation-disabled-tooltip', { 
+        count: task?.sub_tasks_count || 0,
+        defaultValue: `Time estimation is disabled because this task has ${task?.sub_tasks_count || 0} subtasks. The estimation shown is the sum of all subtasks.`
+      })
+    : '';
+
   return (
     <Form.Item name="timeEstimation" label={t('taskInfoTab.details.time-estimation')}>
-      <Flex gap={8}>
-        <Form.Item
-          name={'hours'}
-          label={
-            <Typography.Text style={{ color: colors.lightGray, fontSize: 12 }}>
-              {t('taskInfoTab.details.hours')}
-            </Typography.Text>
-          }
-          style={{ marginBottom: 36 }}
-          labelCol={{ style: { paddingBlock: 0 } }}
-          layout="vertical"
-        >
-          <InputNumber
-            min={0}
-            max={24}
-            placeholder={t('taskInfoTab.details.hours')}    
-            onBlur={handleTimeEstimationBlur}
-            onChange={value => setHours(value || 0)}
-          />
-        </Form.Item>
-        <Form.Item
-          name={'minutes'}
-          label={
-            <Typography.Text style={{ color: colors.lightGray, fontSize: 12 }}>
-              {t('taskInfoTab.details.minutes')}
-            </Typography.Text>
-          }
-          style={{ marginBottom: 36 }}
-          labelCol={{ style: { paddingBlock: 0 } }}
-          layout="vertical"
-        >
-          <InputNumber
-            min={0}
-            max={60}
-            placeholder={t('taskInfoTab.details.minutes')}
-            onBlur={handleTimeEstimationBlur}
-            onChange={value => setMinutes(value || 0)}
-          />
-        </Form.Item>
-      </Flex>
+      <Tooltip title={tooltipTitle} trigger={hasSubTasks ? 'hover' : []}>
+        <Flex gap={8}>
+          <Form.Item
+            name={'hours'}
+            label={
+              <Typography.Text style={{ color: colors.lightGray, fontSize: 12 }}>
+                {t('taskInfoTab.details.hours')}
+              </Typography.Text>
+            }
+            style={{ marginBottom: 36 }}
+            labelCol={{ style: { paddingBlock: 0 } }}
+            layout="vertical"
+          >
+            <InputNumber
+              min={0}
+              max={24}
+              placeholder={t('taskInfoTab.details.hours')}    
+              onBlur={handleTimeEstimationBlur}
+              onChange={value => !hasSubTasks && setHours(value || 0)}
+              disabled={hasSubTasks}
+              value={displayHours}
+              style={{ 
+                cursor: hasSubTasks ? 'not-allowed' : 'default',
+                opacity: hasSubTasks ? 0.6 : 1
+              }}
+            />
+          </Form.Item>
+          <Form.Item
+            name={'minutes'}
+            label={
+              <Typography.Text style={{ color: colors.lightGray, fontSize: 12 }}>
+                {t('taskInfoTab.details.minutes')}
+              </Typography.Text>
+            }
+            style={{ marginBottom: 36 }}
+            labelCol={{ style: { paddingBlock: 0 } }}
+            layout="vertical"
+          >
+            <InputNumber
+              min={0}
+              max={60}
+              placeholder={t('taskInfoTab.details.minutes')}
+              onBlur={handleTimeEstimationBlur}
+              onChange={value => !hasSubTasks && setMinutes(value || 0)}
+              disabled={hasSubTasks}
+              value={displayMinutes}
+              style={{ 
+                cursor: hasSubTasks ? 'not-allowed' : 'default',
+                opacity: hasSubTasks ? 0.6 : 1
+              }}
+            />
+          </Form.Item>
+        </Flex>
+      </Tooltip>
     </Form.Item>
   );
 };

worklenz-frontend/src/components/task-drawer/shared/info-tab/subtask-table.tsx

@@ -166,9 +166,11 @@ const SubTaskTable = ({ subTasks, loadingSubTasks, refreshSubTasks, t }: SubTask
     {
       key: 'name',
       dataIndex: 'name',
+      title: 'Name',
     },
     {
       key: 'priority',
+      title: 'Priority',
       render: (record: IProjectTask) => (
         <Tag
           color={themeMode === 'dark' ? record.priority_color_dark : record.priority_color}
@@ -180,6 +182,7 @@ const SubTaskTable = ({ subTasks, loadingSubTasks, refreshSubTasks, t }: SubTask
     },
     {
       key: 'status',
+      title: 'Status',
       render: (record: IProjectTask) => (
         <Tag
           color={themeMode === 'dark' ? record.status_color_dark : record.status_color}
@@ -191,10 +194,12 @@ const SubTaskTable = ({ subTasks, loadingSubTasks, refreshSubTasks, t }: SubTask
     },
     {
       key: 'assignee',
+      title: 'Assignees',
       render: (record: ISubTask) => <Avatars members={record.names || []} />,
     },
     {
       key: 'actionBtns',
+      title: 'Actions',
       width: 80,
       render: (record: IProjectTask) => (
         <Flex gap={8} align="center" className="action-buttons">
@@ -230,7 +235,6 @@ const SubTaskTable = ({ subTasks, loadingSubTasks, refreshSubTasks, t }: SubTask
         {subTasks.length > 0 && (
           <Table
             className="custom-two-colors-row-table subtask-table"
-            showHeader={false}
             dataSource={subTasks}
             columns={columns}
             rowKey={record => record?.id || nanoid()}

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

@@ -14,6 +14,7 @@ import { useTranslation } from 'react-i18next';
 import { colors } from '@/styles/colors';
 import { ITaskFormViewModel, ITaskViewModel } from '@/types/tasks/task.types';
 import { IProjectTask } from '@/types/project/projectTasksViewModel.types';
+import { ISubTask } from '@/types/tasks/subTask.types';
 import { simpleDateFormat } from '@/utils/simpleDateFormat';
 
 import NotifyMemberSelector from './notify-member-selector';
@@ -34,6 +35,7 @@ import { InlineMember } from '@/types/teamMembers/inlineMember.types';
 
 interface TaskDetailsFormProps {
   taskFormViewModel?: ITaskFormViewModel | null;
+  subTasks?: ISubTask[]; // Array of subtasks to calculate estimation sum
 }
 
 // Custom wrapper that enforces stricter rules for displaying progress input
@@ -75,11 +77,15 @@ const ConditionalProgressInput = ({ task, form }: ConditionalProgressInputProps)
   return null;
 };
 
-const TaskDetailsForm = ({ taskFormViewModel = null }: TaskDetailsFormProps) => {
+const TaskDetailsForm = ({ taskFormViewModel = null, subTasks = [] }: TaskDetailsFormProps) => {
   const { t } = useTranslation('task-drawer/task-drawer');
   const [form] = Form.useForm();
   const { project } = useAppSelector(state => state.projectReducer);
 
+  // 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) {
       form.resetFields();
@@ -167,7 +173,7 @@ const TaskDetailsForm = ({ taskFormViewModel = null }: TaskDetailsFormProps) =>
 
         <TaskDrawerDueDate task={taskFormViewModel?.task as ITaskViewModel} t={t} form={form} />
 
-        <TaskDrawerEstimation t={t} task={taskFormViewModel?.task as ITaskViewModel} form={form} />
+        <TaskDrawerEstimation t={t} task={taskFormViewModel?.task as ITaskViewModel} form={form} subTasksEstimation={subTasksEstimation} />
 
         {taskFormViewModel?.task && (
           <ConditionalProgressInput task={taskFormViewModel?.task as ITaskViewModel} form={form} />
@@ -183,9 +189,9 @@ const TaskDetailsForm = ({ taskFormViewModel = null }: TaskDetailsFormProps) =>
           <TaskDrawerBillable task={taskFormViewModel?.task as ITaskViewModel} />
         </Form.Item>
 
-        <Form.Item name="recurring" label={t('taskInfoTab.details.recurring')}>
+        {/* <Form.Item name="recurring" label={t('taskInfoTab.details.recurring')}>
           <TaskDrawerRecurringConfig task={taskFormViewModel?.task as ITaskViewModel} />
-        </Form.Item>
+        </Form.Item> */}
 
         <Form.Item name="notify" label={t('taskInfoTab.details.notify')}>
           <NotifyMemberSelector task={taskFormViewModel?.task as ITaskViewModel} t={t} />

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

@@ -100,7 +100,7 @@ const TaskDrawerInfoTab = ({ t }: TaskDrawerInfoTabProps) => {
     {
       key: 'details',
       label: <Typography.Text strong>{t('taskInfoTab.details.title')}</Typography.Text>,
-      children: <TaskDetailsForm taskFormViewModel={taskFormViewModel} />,
+      children: <TaskDetailsForm taskFormViewModel={taskFormViewModel} subTasks={subTasks} />,
       style: panelStyle,
       className: 'custom-task-drawer-info-collapse',
     },

worklenz-frontend/src/components/task-drawer/shared/time-log/task-drawer-time-log.tsx

@@ -25,8 +25,6 @@ const TaskDrawerTimeLog = ({ t, refreshTrigger = 0 }: TaskDrawerTimeLogProps) =>
   const [totalTimeText, setTotalTimeText] = useState<string>('0m 0s');
   const [loading, setLoading] = useState<boolean>(false);
 
-  const dispatch = useAppDispatch();
-  const themeMode = useAppSelector(state => state.themeReducer.mode);
   const { selectedTaskId, taskFormViewModel, timeLogEditing } = useAppSelector(
     state => state.taskDrawerReducer
   );
@@ -36,6 +34,15 @@ const TaskDrawerTimeLog = ({ t, refreshTrigger = 0 }: TaskDrawerTimeLogProps) =>
     taskFormViewModel?.task?.timer_start_time || null
   );
 
+  // Check if task has subtasks
+  const hasSubTasks = (taskFormViewModel?.task?.sub_tasks_count || 0) > 0;
+  const timerDisabledTooltip = hasSubTasks 
+    ? t('taskTimeLogTab.timerDisabledTooltip', { 
+        count: taskFormViewModel?.task?.sub_tasks_count || 0,
+        defaultValue: `Timer is disabled because this task has ${taskFormViewModel?.task?.sub_tasks_count || 0} subtasks. Time should be logged on individual subtasks.`
+      })
+    : '';
+
   const formatTimeComponents = (hours: number, minutes: number, seconds: number): string => {
     const parts = [];
     if (hours > 0) parts.push(`${hours}h`);
@@ -131,6 +138,8 @@ const TaskDrawerTimeLog = ({ t, refreshTrigger = 0 }: TaskDrawerTimeLogProps) =>
               handleStartTimer={handleStartTimer}
               handleStopTimer={handleTimerStop}
               timeString={timeString}
+              disabled={hasSubTasks}
+              disabledTooltip={timerDisabledTooltip}
             />
             <Button size="small" icon={<DownloadOutlined />} onClick={handleExportToExcel}>
               {t('taskTimeLogTab.exportToExcel')}

worklenz-frontend/src/components/task-drawer/shared/time-log/time-log-form.tsx

@@ -1,9 +1,11 @@
 import React from 'react';
-import { Button, DatePicker, Form, Input, TimePicker, Flex } from 'antd';
+import { Button, DatePicker, Form, Input, TimePicker, Flex, Tooltip } from 'antd';
 import { ClockCircleOutlined } from '@ant-design/icons';
 import dayjs from 'dayjs';
+import { useTranslation } from 'react-i18next';
 
 import { useAppSelector } from '@/hooks/useAppSelector';
+import { useAppDispatch } from '@/hooks/useAppDispatch';
 import { themeWiseColor } from '@/utils/themeWiseColor';
 import { useAuthService } from '@/hooks/useAuth';
 import { useSocket } from '@/socket/socketContext';
@@ -11,6 +13,7 @@ import { SocketEvents } from '@/shared/socket-events';
 import { ITaskAssigneesUpdateResponse } from '@/types/tasks/task-assignee-update-response';
 import { ITaskLogViewModel } from '@/types/tasks/task-log-view.types';
 import { taskTimeLogsApiService } from '@/api/tasks/task-time-logs.api.service';
+import { setRefreshTimestamp } from '@/features/project/project.slice';
 
 interface TimeLogFormProps {
   onCancel: () => void;
@@ -25,8 +28,10 @@ const TimeLogForm = ({
   initialValues, 
   mode = 'create' 
 }: TimeLogFormProps) => {
+  const { t } = useTranslation('task-drawer/task-drawer');
   const currentSession = useAuthService().getCurrentSession();
   const { socket, connected } = useSocket();
+  const dispatch = useAppDispatch();
   const [form] = Form.useForm();
   const [formValues, setFormValues] = React.useState<{
     date: any;
@@ -41,6 +46,9 @@ const TimeLogForm = ({
   const themeMode = useAppSelector(state => state.themeReducer.mode);
   const { taskFormViewModel } = useAppSelector(state => state.taskDrawerReducer);
 
+  // Check if task has subtasks
+  const hasSubTasks = (taskFormViewModel?.task?.sub_tasks_count || 0) > 0;
+
   React.useEffect(() => {
     if (initialValues && mode === 'edit') {
       const createdAt = dayjs(initialValues.created_at);
@@ -164,7 +172,9 @@ const TimeLogForm = ({
         console.log('Creating new time log:', requestBody);
         await taskTimeLogsApiService.create(requestBody);
       }
-      console.log('Received values:', values);
+      
+      // Trigger refresh of finance data
+      dispatch(setRefreshTimestamp());
       
       // Call onSubmitSuccess if provided, otherwise just cancel
       if (onSubmitSuccess) {
@@ -181,6 +191,23 @@ const TimeLogForm = ({
     return formValues.date && formValues.startTime && formValues.endTime;
   };
 
+  const isSubmitDisabled = () => {
+    return !isFormValid() || hasSubTasks;
+  };
+
+  const getSubmitTooltip = () => {
+    if (hasSubTasks) {
+      return t('taskTimeLogTab.timeLogDisabledTooltip', { 
+        count: taskFormViewModel?.task?.sub_tasks_count || 0,
+        defaultValue: `Time logging is disabled because this task has ${taskFormViewModel?.task?.sub_tasks_count || 0} subtasks. Time should be logged on individual subtasks.`
+      });
+    }
+    if (!isFormValid()) {
+      return t('taskTimeLogTab.requiredFields');
+    }
+    return '';
+  };
+
   return (
     <Flex
       gap={8}
@@ -219,45 +246,51 @@ const TimeLogForm = ({
           <Flex gap={8} wrap="wrap" style={{ width: '100%' }}>
             <Form.Item
               name="date"
-              label="Date"
-              rules={[{ required: true, message: 'Please select a date' }]}
+              label={t('taskTimeLogTab.date')}
+              rules={[{ required: true, message: t('taskTimeLogTab.dateRequired') }]}
             >
               <DatePicker disabledDate={current => current && current.toDate() > new Date()} />
             </Form.Item>
 
             <Form.Item
               name="startTime"
-              label="Start Time"
-              rules={[{ required: true, message: 'Please select start time' }]}
+              label={t('taskTimeLogTab.startTime')}
+              rules={[{ required: true, message: t('taskTimeLogTab.startTimeRequired') }]}
             >
               <TimePicker format="HH:mm" />
             </Form.Item>
 
             <Form.Item
               name="endTime"
-              label="End Time"
-              rules={[{ required: true, message: 'Please select end time' }]}
+              label={t('taskTimeLogTab.endTime')}
+              rules={[{ required: true, message: t('taskTimeLogTab.endTimeRequired') }]}
             >
               <TimePicker format="HH:mm" />
             </Form.Item>
           </Flex>
         </Form.Item>
 
-        <Form.Item name="description" label="Work Description" style={{ marginBlockEnd: 12 }}>
-          <Input.TextArea placeholder="Add a description" />
+        <Form.Item name="description" label={t('taskTimeLogTab.workDescription')} style={{ marginBlockEnd: 12 }}>
+          <Input.TextArea placeholder={t('taskTimeLogTab.workDescriptionPlaceholder')} />
         </Form.Item>
 
         <Form.Item style={{ marginBlockEnd: 0 }}>
           <Flex gap={8}>
-            <Button onClick={onCancel}>Cancel</Button>
-            <Button
-              type="primary"
-              icon={<ClockCircleOutlined />}
-              disabled={!isFormValid()}
-              htmlType="submit"
-            >
-              {mode === 'edit' ? 'Update time' : 'Log time'}
-            </Button>
+            <Button onClick={onCancel}>{t('taskTimeLogTab.cancel')}</Button>
+            <Tooltip title={getSubmitTooltip()} trigger={isSubmitDisabled() ? 'hover' : []}>
+              <Button
+                type="primary"
+                icon={<ClockCircleOutlined />}
+                disabled={isSubmitDisabled()}
+                htmlType="submit"
+                style={{ 
+                  opacity: hasSubTasks ? 0.5 : 1,
+                  cursor: hasSubTasks ? 'not-allowed' : 'pointer'
+                }}
+              >
+                {mode === 'edit' ? t('taskTimeLogTab.updateTime') : t('taskTimeLogTab.logTime')}
+              </Button>
+            </Tooltip>
           </Flex>
         </Form.Item>
       </Form>

worklenz-frontend/src/components/task-drawer/shared/time-log/time-log-item.css

@@ -0,0 +1,35 @@
+.time-log-item .ant-card {
+  transition: all 0.2s ease;
+}
+
+.time-log-item .ant-card:hover {
+  box-shadow: 0 2px 8px rgba(0, 0, 0, 0.15);
+  border-color: #d9d9d9;
+}
+
+/* Dark mode hover effects */
+[data-theme='dark'] .time-log-item .ant-card:hover {
+  box-shadow: 0 2px 8px rgba(255, 255, 255, 0.15);
+  border-color: #434343;
+}
+
+.time-log-item .ant-card .ant-card-body {
+  padding: 12px 16px;
+}
+
+/* Responsive adjustments */
+@media (max-width: 768px) {
+  .time-log-item .ant-card {
+    margin-bottom: 6px;
+  }
+  
+  .time-log-item .ant-divider-vertical {
+    display: none;
+  }
+  
+  /* Stack time info vertically on mobile */
+  .time-log-item .time-tracking-info {
+    flex-direction: column;
+    gap: 8px;
+  }
+}

worklenz-frontend/src/components/task-drawer/shared/time-log/time-log-item.tsx

@@ -1,5 +1,6 @@
 import React from 'react';
-import { Button, Divider, Flex, Popconfirm, Typography, Space } from 'antd';
+import { Button, Divider, Flex, Popconfirm, Typography, Space, Tag, Card } from 'antd';
+import { ClockCircleOutlined } from '@ant-design/icons';
 import { colors } from '@/styles/colors';
 import { ITaskLogViewModel } from '@/types/tasks/task-log-view.types';
 import SingleAvatar from '@/components/common/single-avatar/single-avatar';
@@ -12,6 +13,7 @@ import { useAppDispatch } from '@/hooks/useAppDispatch';
 import { setTimeLogEditing } from '@/features/task-drawer/task-drawer.slice';
 import TimeLogForm from './time-log-form';
 import { useAuthService } from '@/hooks/useAuth';
+import { setRefreshTimestamp } from '@/features/project/project.slice';
 
 type TimeLogItemProps = {
   log: ITaskLogViewModel;
@@ -19,20 +21,18 @@ type TimeLogItemProps = {
 };
 
 const TimeLogItem = ({ log, onDelete }: TimeLogItemProps) => {
-  const { user_name, avatar_url, time_spent_text, logged_by_timer, created_at, user_id, description } = log;
-  const { selectedTaskId } = useAppSelector(state => state.taskDrawerReducer);
+  const { user_name, avatar_url, time_spent_text, logged_by_timer, created_at, user_id, description, task_name, task_id, start_time, end_time } = log;
+  const { selectedTaskId, taskFormViewModel } = useAppSelector(state => state.taskDrawerReducer);
+  const themeMode = useAppSelector(state => state.themeReducer.mode);
   const dispatch = useAppDispatch();
   const currentSession = useAuthService().getCurrentSession();
 
   const renderLoggedByTimer = () => {
     if (!logged_by_timer) return null;
     return (
-      <>
-        via Timer about{' '}
-        <Typography.Text strong style={{ fontSize: 15 }}>
-          {logged_by_timer}
-        </Typography.Text>
-      </>
+      <Tag icon={<ClockCircleOutlined />} color="green" style={{ fontSize: '11px', margin: 0 }}>
+        Timer
+      </Tag>
     );
   };
 
@@ -42,6 +42,9 @@ const TimeLogItem = ({ log, onDelete }: TimeLogItemProps) => {
     if (!logId || !selectedTaskId) return;
     const res = await taskTimeLogsApiService.delete(logId, selectedTaskId);
     if (res.done) {
+      // Trigger refresh of finance data
+      dispatch(setRefreshTimestamp());
+      
       if (onDelete) onDelete();
     }
   };
@@ -60,14 +63,14 @@ const TimeLogItem = ({ log, onDelete }: TimeLogItemProps) => {
     
     return (
       <Space size={8}>
-        <Button type="link" onClick={handleEdit} style={{ padding: '0', height: 'auto', fontSize: '14px' }}>
+        <Button type="link" onClick={handleEdit} style={{ padding: '0', height: 'auto', fontSize: '12px' }}>
           Edit
         </Button>
         <Popconfirm
           title="Are you sure you want to delete this time log?"
           onConfirm={() => handleDeleteTimeLog(log.id)}
         >
-          <Button type="link" style={{ padding: '0', height: 'auto', fontSize: '14px' }}>
+          <Button type="link" style={{ padding: '0', height: 'auto', fontSize: '12px', color: '#ff4d4f' }}>
             Delete
           </Button>
         </Popconfirm>
@@ -75,33 +78,136 @@ const TimeLogItem = ({ log, onDelete }: TimeLogItemProps) => {
     );
   };
 
+  // Check if this time log is from a subtask
+  const isFromSubtask = task_id && task_id !== selectedTaskId;
+
+  const formatTime = (timeString: string | undefined) => {
+    if (!timeString) return '';
+    try {
+      return new Date(timeString).toLocaleTimeString([], { 
+        hour: '2-digit', 
+        minute: '2-digit',
+        hour12: true 
+      });
+    } catch {
+      return timeString;
+    }
+  };
+
+  const formatDate = (timeString: string | undefined) => {
+    if (!timeString) return '';
+    try {
+      return new Date(timeString).toLocaleDateString([], { 
+        month: 'short', 
+        day: 'numeric',
+        year: 'numeric'
+      });
+    } catch {
+      return timeString;
+    }
+  };
+
+  const isDarkMode = themeMode === 'dark';
+
   return (
     <div className="time-log-item">
-      <Flex vertical gap={8}>
-        <Flex align="start" gap={12}>
-          <SingleAvatar avatarUrl={avatar_url} name={user_name} />
-          <Flex vertical style={{ flex: 1 }}>
-            <Flex justify="space-between" align="start">
-              <Flex vertical>
-                <Typography.Text>
-                  <Typography.Text strong>{user_name}</Typography.Text> logged <Typography.Text strong>{time_spent_text}</Typography.Text> {renderLoggedByTimer()} {calculateTimeGap(created_at || '')}
-                </Typography.Text>
-                <Typography.Text type="secondary" style={{ fontSize: 12 }}>
-                  {formatDateTimeWithLocale(created_at || '')}
+      <Card 
+        size="small" 
+        style={{ 
+          marginBottom: 8, 
+          borderRadius: 8,
+          boxShadow: isDarkMode ? '0 1px 3px rgba(255,255,255,0.1)' : '0 1px 3px rgba(0,0,0,0.1)',
+          border: isDarkMode ? '1px solid #303030' : '1px solid #f0f0f0',
+          backgroundColor: isDarkMode ? '#1f1f1f' : '#ffffff'
+        }}
+        bodyStyle={{ padding: '12px 16px' }}
+      >
+        <Flex vertical gap={12}>
+          {/* Header with user info and task name */}
+          <Flex align="center" justify="space-between">
+            <Flex align="center" gap={12}>
+              <SingleAvatar avatarUrl={avatar_url} name={user_name} />
+              <Flex vertical gap={2}>
+                <Flex align="center" gap={8} wrap>
+                  <Typography.Text strong style={{ fontSize: '14px' }}>
+                    {user_name}
+                  </Typography.Text>
+                  {task_name && (
+                    <Tag color={isFromSubtask ? "blue" : "default"} style={{ fontSize: '11px', margin: 0 }}>
+                      {task_name}
+                    </Tag>
+                  )}
+                  {renderLoggedByTimer()}
+                </Flex>
+                <Typography.Text type="secondary" style={{ fontSize: '12px' }}>
+                  {calculateTimeGap(created_at || '')}
                 </Typography.Text>
               </Flex>
-              {renderActionButtons()}
+            </Flex>
+            {renderActionButtons()}
+          </Flex>
+
+          {/* Time tracking details */}
+          <Flex align="center" justify="space-between" style={{ 
+            backgroundColor: isDarkMode ? '#262626' : '#fafafa', 
+            padding: '8px 12px', 
+            borderRadius: 6,
+            border: isDarkMode ? '1px solid #303030' : '1px solid #f0f0f0'
+          }}>
+            <Flex align="center" gap={16}>
+              <Flex vertical gap={2}>
+                <Typography.Text type="secondary" style={{ fontSize: '11px', lineHeight: 1 }}>
+                  Start Time
+                </Typography.Text>
+                <Typography.Text strong style={{ fontSize: '12px', lineHeight: 1 }}>
+                  {formatTime(start_time)}
+                </Typography.Text>
+              </Flex>
+              
+              <Divider type="vertical" style={{ height: '24px', margin: 0 }} />
+              
+              <Flex vertical gap={2}>
+                <Typography.Text type="secondary" style={{ fontSize: '11px', lineHeight: 1 }}>
+                  End Time
+                </Typography.Text>
+                <Typography.Text strong style={{ fontSize: '12px', lineHeight: 1 }}>
+                  {formatTime(end_time)}
+                </Typography.Text>
+              </Flex>
+              
+              <Divider type="vertical" style={{ height: '24px', margin: 0 }} />
+              
+              <Flex align="center" gap={6}>
+                <ClockCircleOutlined style={{ color: '#1890ff', fontSize: '14px' }} />
+                <Flex vertical gap={2}>
+                  <Typography.Text type="secondary" style={{ fontSize: '11px', lineHeight: 1 }}>
+                    Duration
+                  </Typography.Text>
+                  <Typography.Text strong style={{ fontSize: '12px', lineHeight: 1, color: '#1890ff' }}>
+                    {time_spent_text}
+                  </Typography.Text>
+                </Flex>
+              </Flex>
             </Flex>
             
-            {description && (
-              <Typography.Text style={{ marginTop: 8, display: 'block' }}>
+            <Typography.Text type="secondary" style={{ fontSize: '11px' }}>
+              {formatDate(created_at)}
+            </Typography.Text>
+          </Flex>
+
+          {/* Description */}
+          {description && (
+            <Flex vertical gap={4}>
+              <Typography.Text type="secondary" style={{ fontSize: '11px', fontWeight: 500 }}>
+                Description:
+              </Typography.Text>
+              <Typography.Text style={{ fontSize: '13px', lineHeight: 1.4 }}>
                 {description}
               </Typography.Text>
-            )}
-          </Flex>
+            </Flex>
+          )}
         </Flex>
-        <Divider style={{ margin: '8px 0' }} />
-      </Flex>
+      </Card>
     </div>
   );
 };

worklenz-frontend/src/components/task-drawer/task-drawer.tsx

@@ -1,4 +1,4 @@
-import { TabsProps, Tabs, Button } from 'antd';
+import { TabsProps, Tabs, Button, Tooltip } from 'antd';
 import Drawer from 'antd/es/drawer';
 import { InputRef } from 'antd/es/input';
 import { useTranslation } from 'react-i18next';
@@ -146,16 +146,40 @@ const TaskDrawer = () => {
           />
         );
       } else {
+        // Check if task has subtasks
+        const hasSubTasks = (taskFormViewModel?.task?.sub_tasks_count || 0) > 0;
+        const addTimeLogTooltip = hasSubTasks 
+          ? t('taskTimeLogTab.timeLogDisabledTooltip', { 
+              count: taskFormViewModel?.task?.sub_tasks_count || 0,
+              defaultValue: `Time logging is disabled because this task has ${taskFormViewModel?.task?.sub_tasks_count || 0} subtasks. Time should be logged on individual subtasks.`
+            })
+          : '';
+
+        const addButton = (
+          <Button
+            type="primary"
+            icon={<PlusOutlined />}
+            onClick={handleAddTimeLog}
+            style={{ 
+              width: '100%',
+              opacity: hasSubTasks ? 0.5 : 1,
+              cursor: hasSubTasks ? 'not-allowed' : 'pointer'
+            }}
+            disabled={hasSubTasks}
+          >
+            Add new time log
+          </Button>
+        );
+
         return (
           <Flex justify="center" style={{ width: '100%', padding: '16px 0 0' }}>
-            <Button
-              type="primary"
-              icon={<PlusOutlined />}
-              onClick={handleAddTimeLog}
-              style={{ width: '100%' }}
-            >
-              Add new time log
-            </Button>
+            {hasSubTasks ? (
+              <Tooltip title={addTimeLogTooltip}>
+                {addButton}
+              </Tooltip>
+            ) : (
+              addButton
+            )}
           </Flex>
         );
       }

worklenz-frontend/src/components/task-list-common/task-row/task-row-time-tracking/task-row-time-tracking.tsx

@@ -3,7 +3,7 @@ import { Divider, Empty, Flex, Popover, Typography } from 'antd';
 import { PlayCircleFilled } from '@ant-design/icons';
 import { colors } from '@/styles/colors';
 import CustomAvatar from '@components/CustomAvatar';
-import { mockTimeLogs } from '@/pages/projects/project-view-1/taskList/taskListTable/taskListTableCells/mockTimeLogs';
+import { mockTimeLogs } from '@/shared/mockTimeLogs';
 
 type TaskListTimeTrackerCellProps = {
   taskId: string | null;

worklenz-frontend/src/components/taskListCommon/task-timer/task-timer.tsx

@@ -7,7 +7,7 @@ import logger from '@/utils/errorLogger';
 import { formatDateTimeWithLocale } from '@/utils/format-date-time-with-locale';
 import { formatDate } from '@/utils/timeUtils';
 import { PlayCircleFilled } from '@ant-design/icons';
-import { Flex, Button, Popover, Typography, Divider, Skeleton } from 'antd/es';
+import { Flex, Button, Popover, Typography, Divider, Skeleton, Tooltip, Tag } from 'antd/es';
 import React from 'react';
 import { useState } from 'react';
 
@@ -17,6 +17,8 @@ interface TaskTimerProps {
   handleStopTimer: () => void;
   timeString: string;
   taskId: string;
+  disabled?: boolean;
+  disabledTooltip?: string;
 }
 
 const TaskTimer = ({
@@ -25,6 +27,8 @@ const TaskTimer = ({
   handleStopTimer,
   timeString,
   taskId,
+  disabled = false,
+  disabledTooltip,
 }: TaskTimerProps) => {
   const [timeLogs, setTimeLogs] = useState<ITaskLogViewModel[]>([]);
   const [loading, setLoading] = useState(false);
@@ -69,32 +73,90 @@ const TaskTimer = ({
   };
 
   const timeTrackingLogCard = (
-    <Flex vertical style={{ width: '100%', maxWidth: 400, maxHeight: 350, overflowY: 'scroll' }}>
+    <Flex vertical style={{ width: '100%', maxWidth: 450, maxHeight: 350, overflowY: 'scroll' }}>
       <Skeleton active loading={loading}>
-      {timeLogs.map(log => (
-        <React.Fragment key={log.id}>
-        <Flex gap={12} align="center" wrap="wrap">
-          <SingleAvatar avatarUrl={log.avatar_url} name={log.user_name} />
-          <Flex vertical style={{ flex: 1, minWidth: 0 }}>
-          <Typography style={{ fontSize: 15, wordBreak: 'break-word' }}>
-            <Typography.Text strong style={{ fontSize: 15 }}>
-            {log.user_name}&nbsp;
-            </Typography.Text>
-            logged&nbsp;
-            <Typography.Text strong style={{ fontSize: 15 }}>
-            {formatTimeSpent(log.time_spent || 0)}
-            </Typography.Text>{' '}
-            {renderLoggedByTimer(log)}
-            {calculateTimeGap(log.created_at || '')}
-          </Typography>
-          <Typography.Text type="secondary" style={{ fontSize: 12 }}>
-            {formatDateTimeWithLocale(log.created_at || '')}
-          </Typography.Text>
+      {timeLogs.map(log => {
+        // Check if this time log is from a subtask
+        const isFromSubtask = log.task_id && log.task_id !== taskId;
+        
+        const formatTime = (timeString: string | undefined) => {
+          if (!timeString) return '';
+          try {
+            return new Date(timeString).toLocaleTimeString([], { 
+              hour: '2-digit', 
+              minute: '2-digit',
+              hour12: true 
+            });
+          } catch {
+            return timeString;
+          }
+        };
+        
+        return (
+          <React.Fragment key={log.id}>
+          <Flex vertical gap={8} style={{ padding: '8px 0' }}>
+            <Flex gap={12} align="center">
+              <SingleAvatar avatarUrl={log.avatar_url} name={log.user_name} />
+              <Flex vertical style={{ flex: 1, minWidth: 0 }}>
+                <Flex align="center" gap={8} wrap>
+                  <Typography.Text strong style={{ fontSize: 14 }}>
+                    {log.user_name}
+                  </Typography.Text>
+                  {log.task_name && (
+                    <Tag color={isFromSubtask ? "blue" : "default"} style={{ fontSize: '10px', margin: 0, padding: '0 4px' }}>
+                      {log.task_name}
+                    </Tag>
+                  )}
+                  {log.logged_by_timer && (
+                    <Tag color="green" style={{ fontSize: '10px', margin: 0 }}>
+                      Timer
+                    </Tag>
+                  )}
+                </Flex>
+                <Typography.Text type="secondary" style={{ fontSize: 12 }}>
+                  {calculateTimeGap(log.created_at || '')}
+                </Typography.Text>
+              </Flex>
+            </Flex>
+            
+            <Flex align="center" gap={12} style={{ 
+              backgroundColor: '#fafafa', 
+              padding: '6px 8px', 
+              borderRadius: 4,
+              fontSize: '11px'
+            }}>
+              <Flex vertical gap={2}>
+                <Typography.Text type="secondary" style={{ fontSize: '10px' }}>
+                  Start
+                </Typography.Text>
+                <Typography.Text strong style={{ fontSize: '11px' }}>
+                  {formatTime(log.start_time)}
+                </Typography.Text>
+              </Flex>
+              <Typography.Text type="secondary" style={{ fontSize: '10px' }}>→</Typography.Text>
+              <Flex vertical gap={2}>
+                <Typography.Text type="secondary" style={{ fontSize: '10px' }}>
+                  End
+                </Typography.Text>
+                <Typography.Text strong style={{ fontSize: '11px' }}>
+                  {formatTime(log.end_time)}
+                </Typography.Text>
+              </Flex>
+              <Divider type="vertical" style={{ height: '16px', margin: 0 }} />
+              <Flex vertical gap={2}>
+                <Typography.Text type="secondary" style={{ fontSize: '10px' }}>
+                  Duration
+                </Typography.Text>
+                <Typography.Text strong style={{ color: '#1890ff', fontSize: '11px' }}>
+                  {formatTimeSpent(log.time_spent || 0)}
+                </Typography.Text>
+              </Flex>
+            </Flex>
           </Flex>
-        </Flex>
-        <Divider style={{ marginBlock: 12 }} />
-        </React.Fragment>
-      ))}
+          <Divider style={{ marginBlock: 8 }} />
+          </React.Fragment>
+        );
+      })}
       </Skeleton>
     </Flex>
   );
@@ -121,17 +183,45 @@ const TaskTimer = ({
     }
   };
 
+  const renderTimerButton = () => {
+    const button = started ? (
+      <Button 
+        type="text" 
+        icon={renderStopIcon()} 
+        onClick={handleStopTimer}
+        disabled={disabled}
+        style={{ 
+          opacity: disabled ? 0.5 : 1,
+          cursor: disabled ? 'not-allowed' : 'pointer'
+        }}
+      />
+    ) : (
+      <Button
+        type="text"
+        icon={<PlayCircleFilled style={{ color: disabled ? colors.lightGray : colors.skyBlue, fontSize: 16 }} />}
+        onClick={handleStartTimer}
+        disabled={disabled}
+        style={{ 
+          opacity: disabled ? 0.5 : 1,
+          cursor: disabled ? 'not-allowed' : 'pointer'
+        }}
+      />
+    );
+
+    if (disabled && disabledTooltip) {
+      return (
+        <Tooltip title={disabledTooltip}>
+          {button}
+        </Tooltip>
+      );
+    }
+
+    return button;
+  };
+
   return (
     <Flex gap={4} align="center">
-      {started ? (
-        <Button type="text" icon={renderStopIcon()} onClick={handleStopTimer} />
-      ) : (
-        <Button
-          type="text"
-          icon={<PlayCircleFilled style={{ color: colors.skyBlue, fontSize: 16 }} />}
-          onClick={handleStartTimer}
-        />
-      )}
+      {renderTimerButton()}
       <Popover
         title={
           <Typography.Text style={{ fontWeight: 500 }}>

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

@@ -0,0 +1,290 @@
+import React, { useEffect, useState } from 'react';
+import { Drawer, Typography, Spin } from 'antd';
+import { useTranslation } from 'react-i18next';
+import { useAppSelector } from '../../../hooks/useAppSelector';
+import { useAppDispatch } from '../../../hooks/useAppDispatch';
+import { themeWiseColor } from '../../../utils/themeWiseColor';
+import { closeFinanceDrawer } from '../finance-slice';
+import { projectFinanceApiService } from '../../../api/project-finance-ratecard/project-finance.api.service';
+import { ITaskBreakdownResponse } from '../../../types/project/project-finance.types';
+
+const FinanceDrawer = () => {
+  const [taskBreakdown, setTaskBreakdown] = useState<ITaskBreakdownResponse | null>(null);
+  const [loading, setLoading] = useState(false);
+
+  // Get task and drawer state from Redux store
+  const selectedTask = useAppSelector((state) => state.financeReducer.selectedTask);
+  const isDrawerOpen = useAppSelector((state) => state.financeReducer.isFinanceDrawerOpen);
+
+  useEffect(() => {
+    if (selectedTask?.id && isDrawerOpen) {
+      fetchTaskBreakdown(selectedTask.id);
+    } else {
+      setTaskBreakdown(null);
+    }
+  }, [selectedTask, isDrawerOpen]);
+
+  const fetchTaskBreakdown = async (taskId: string) => {
+    try {
+      setLoading(true);
+      const response = await projectFinanceApiService.getTaskBreakdown(taskId);
+      setTaskBreakdown(response.body);
+    } catch (error) {
+      console.error('Error fetching task breakdown:', error);
+    } finally {
+      setLoading(false);
+    }
+  };
+
+  // localization
+  const { t } = useTranslation('project-view-finance');
+
+  // get theme data from theme reducer
+  const themeMode = useAppSelector((state) => state.themeReducer.mode);
+
+  const dispatch = useAppDispatch();
+  
+  // 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 = () => {
+    setTaskBreakdown(null);
+    dispatch(closeFinanceDrawer());
+  };
+
+  return (
+    <Drawer
+      title={
+        <Typography.Text style={{ fontWeight: 500, fontSize: 16 }}>
+          {taskBreakdown?.task?.name || selectedTask?.name || t('noTaskSelected')}
+        </Typography.Text>
+      }
+      open={isDrawerOpen}
+      onClose={handleClose}
+      destroyOnHidden={true}
+      width={640}
+    >
+      <div>
+        {loading ? (
+          <div style={{ textAlign: 'center', padding: '20px' }}>
+            <Spin size="large" />
+          </div>
+        ) : (
+          <>
+            {/* 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',
+              marginBottom: '16px',
+            }}
+          >
+            <thead>
+              <tr
+                style={{
+                  height: 48,
+                  backgroundColor: themeWiseColor(
+                    '#F5F5F5',
+                    '#1d1d1d',
+                    themeMode
+                  ),
+                }}
+              >
+                <th
+                  style={{
+                    textAlign: 'left',
+                    padding: 8,
+                  }}
+                >
+                  Role / Member
+                </th>
+                <th
+                  style={{
+                    textAlign: 'right',
+                    padding: 8,
+                  }}
+                >
+                  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>
+
+            <tbody>
+              {taskBreakdown?.grouped_members?.map((group: any) => (
+                <React.Fragment key={group.jobRole}>
+                  {/* Group Header */}
+                  <tr
+                    style={{
+                      backgroundColor: themeWiseColor(
+                        '#D9D9D9',
+                        '#000',
+                        themeMode
+                      ),
+                      height: 56,
+                    }}
+                    className="border-b-[1px] font-semibold"
+                  >
+                    <td style={{ padding: 8, fontWeight: 'bold' }}>{group.jobRole}</td>
+                    <td
+                      style={{
+                        textAlign: 'right',
+                        padding: 8,
+                        fontWeight: 'bold',
+                      }}
+                    >
+                      {group.logged_hours?.toFixed(2) || '0.00'}
+                    </td>
+                    <td
+                      style={{
+                        textAlign: 'right',
+                        padding: 8,
+                        fontWeight: 'bold',
+                        color: '#999',
+                      }}
+                    >
+                      -
+                    </td>
+                    <td
+                      style={{
+                        textAlign: 'right',
+                        padding: 8,
+                        fontWeight: 'bold',
+                      }}
+                    >
+                      {group.actual_cost?.toFixed(2) || '0.00'}
+                    </td>
+                  </tr>
+                  {/* Member Rows */}
+                  {group.members?.map((member: any, index: number) => (
+                    <tr
+                      key={`${group.jobRole}-${index}`}
+                      className="border-b-[1px]"
+                      style={{ height: 56 }}
+                    >
+                      <td
+                        style={{
+                          padding: 8,
+                          paddingLeft: 32,
+                        }}
+                      >
+                        {member.name}
+                      </td>
+                      <td
+                        style={{
+                          textAlign: 'right',
+                          padding: 8,
+                        }}
+                      >
+                        {member.logged_hours?.toFixed(2) || '0.00'}
+                      </td>
+                      <td
+                        style={{
+                          textAlign: 'right',
+                          padding: 8,
+                        }}
+                      >
+                        {member.hourly_rate?.toFixed(2) || '0.00'}
+                      </td>
+                      <td
+                        style={{
+                          textAlign: 'right',
+                          padding: 8,
+                        }}
+                      >
+                        {member.actual_cost?.toFixed(2) || '0.00'}
+                      </td>
+                    </tr>
+                  ))}
+                </React.Fragment>
+              ))}
+            </tbody>
+          </table>
+          </>
+        )}
+      </div>
+    </Drawer>
+  );
+};
+
+export default FinanceDrawer;

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

@@ -0,0 +1,200 @@
+import { rateCardApiService } from '@/api/settings/rate-cards/rate-cards.api.service';
+import { RatecardType } from '@/types/project/ratecard.types';
+import logger from '@/utils/errorLogger';
+import { createAsyncThunk, createSlice, PayloadAction } from '@reduxjs/toolkit';
+
+type financeState = {
+  isRatecardDrawerOpen: boolean;
+  isFinanceDrawerOpen: boolean;
+  isImportRatecardsDrawerOpen: boolean;
+  currency: string;
+  isRatecardsLoading?: boolean;
+  isFinanceDrawerloading?: boolean;
+  drawerRatecard?: RatecardType | null;
+  ratecardsList?: RatecardType[] | null;
+  selectedTask?: any | null;
+};
+
+const initialState: financeState = {
+  isRatecardDrawerOpen: false,
+  isFinanceDrawerOpen: false,
+  isImportRatecardsDrawerOpen: false,
+  currency: 'USD',
+  isRatecardsLoading: false,
+  isFinanceDrawerloading: false,
+  drawerRatecard: null,
+  ratecardsList: null,
+  selectedTask: null,
+};
+interface FetchRateCardsParams {
+  index: number;
+  size: number;
+  field: string | null;
+  order: string | null;
+  search: string | null;
+}
+// Async thunks
+export const fetchRateCards = createAsyncThunk(
+  'ratecards/fetchAll',
+  async (params: FetchRateCardsParams, { rejectWithValue }) => {
+    try {
+      const response = await rateCardApiService.getRateCards(
+        params.index,
+        params.size,
+        params.field,
+        params.order,
+        params.search
+      );
+      return response.body;
+    } catch (error) {
+      logger.error('Fetch RateCards', error);
+      if (error instanceof Error) {
+        return rejectWithValue(error.message);
+      }
+      return rejectWithValue('Failed to fetch rate cards');
+    }
+  }
+);
+
+export const fetchRateCardById = createAsyncThunk(
+  'ratecard/fetchById',
+  async (id: string, { rejectWithValue }) => {
+    try {
+      const response = await rateCardApiService.getRateCardById(id);
+      return response.body;
+    } catch (error) {
+      logger.error('Fetch RateCardById', error);
+      if (error instanceof Error) {
+        return rejectWithValue(error.message);
+      }
+      return rejectWithValue('Failed to fetch rate card');
+    }
+  }
+);
+
+export const createRateCard = createAsyncThunk(
+  'ratecards/create',
+  async (body: RatecardType, { rejectWithValue }) => {
+    try {
+      const response = await rateCardApiService.createRateCard(body);
+      return response.body;
+    } catch (error) {
+      logger.error('Create RateCard', error);
+      if (error instanceof Error) {
+        return rejectWithValue(error.message);
+      }
+      return rejectWithValue('Failed to create rate card');
+    }
+  }
+);
+
+export const updateRateCard = createAsyncThunk(
+  'ratecards/update',
+  async ({ id, body }: { id: string; body: RatecardType }, { rejectWithValue }) => {
+    try {
+      const response = await rateCardApiService.updateRateCard(id, body);
+      return response.body;
+    } catch (error) {
+      logger.error('Update RateCard', error);
+      if (error instanceof Error) {
+        return rejectWithValue(error.message);
+      }
+      return rejectWithValue('Failed to update rate card');
+    }
+  }
+);
+
+export const deleteRateCard = createAsyncThunk(
+  'ratecards/delete',
+  async (id: string, { rejectWithValue }) => {
+    try {
+      await rateCardApiService.deleteRateCard(id);
+      return id;
+    } catch (error) {
+      logger.error('Delete RateCard', error);
+      if (error instanceof Error) {
+        return rejectWithValue(error.message);
+      }
+      return rejectWithValue('Failed to delete rate card');
+    }
+  }
+);
+
+const financeSlice = createSlice({
+  name: 'financeReducer',
+  initialState,
+  reducers: {
+    toggleRatecardDrawer: (state) => {
+      state.isRatecardDrawerOpen = !state.isRatecardDrawerOpen;
+    },
+    toggleFinanceDrawer: (state) => {
+      state.isFinanceDrawerOpen = !state.isFinanceDrawerOpen;
+    },
+    openFinanceDrawer: (state, action: PayloadAction<any>) => {
+      state.isFinanceDrawerOpen = true;
+      state.selectedTask = action.payload;
+    },
+    closeFinanceDrawer: (state) => {
+      state.isFinanceDrawerOpen = false;
+      state.selectedTask = null;
+    },
+    setSelectedTask: (state, action: PayloadAction<any>) => {
+      state.selectedTask = action.payload;
+    },
+    toggleImportRatecardsDrawer: (state) => {
+      state.isImportRatecardsDrawerOpen = !state.isImportRatecardsDrawerOpen;
+    },
+    changeCurrency: (state, action: PayloadAction<string>) => {
+      state.currency = action.payload;
+    },
+    ratecardDrawerLoading: (state, action: PayloadAction<boolean>) => {
+      state.isFinanceDrawerloading = action.payload;
+    },
+    clearDrawerRatecard: (state) => {
+      state.drawerRatecard = null;
+    },
+  },
+  extraReducers: (builder) => {
+    builder
+      .addCase(fetchRateCards.pending, (state) => {
+        state.isRatecardsLoading = true;
+      })
+      .addCase(fetchRateCards.fulfilled, (state, action) => {
+        state.isRatecardsLoading = false;
+        state.ratecardsList = Array.isArray(action.payload.data)
+          ? action.payload.data
+          : Array.isArray(action.payload)
+          ? action.payload
+          : [];
+      })
+      .addCase(fetchRateCards.rejected, (state) => {
+        state.isRatecardsLoading = false;
+        state.ratecardsList = [];
+      })
+      .addCase(fetchRateCardById.pending, (state) => {
+        state.isFinanceDrawerloading = true;
+        state.drawerRatecard = null;
+      })
+      .addCase(fetchRateCardById.fulfilled, (state, action) => {
+        state.isFinanceDrawerloading = false;
+        state.drawerRatecard = action.payload;
+      })
+      .addCase(fetchRateCardById.rejected, (state) => {
+        state.isFinanceDrawerloading = false;
+        state.drawerRatecard = null;
+      });
+  },
+});
+
+export const {
+  toggleRatecardDrawer,
+  toggleFinanceDrawer,
+  openFinanceDrawer,
+  closeFinanceDrawer,
+  setSelectedTask,
+  toggleImportRatecardsDrawer,
+  changeCurrency,
+  ratecardDrawerLoading,
+  clearDrawerRatecard,
+} = financeSlice.actions;
+export default financeSlice.reducer;

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

@@ -0,0 +1,271 @@
+import { createAsyncThunk, createSlice, PayloadAction } from '@reduxjs/toolkit';
+import { projectRateCardApiService, IProjectRateCardRole } from '@/api/project-finance-ratecard/project-finance-rate-cards.api.service';
+import logger from '@/utils/errorLogger';
+import { JobRoleType } from '@/types/project/ratecard.types';
+
+type ProjectFinanceRateCardState = {
+  isDrawerOpen: boolean;
+  isLoading: boolean;
+  rateCardRoles: JobRoleType[] | null;
+  drawerRole: IProjectRateCardRole | null;
+  error?: string | null;
+};
+
+const initialState: ProjectFinanceRateCardState = {
+  isDrawerOpen: false,
+  isLoading: false,
+  rateCardRoles: null,
+  drawerRole: null,
+  error: null,
+};
+
+// Async thunks
+export const fetchProjectRateCardRoles = createAsyncThunk(
+  'projectFinance/fetchAll',
+  async (project_id: string, { rejectWithValue }) => {
+    try {
+      const response = await projectRateCardApiService.getFromProjectId(project_id);
+      return response.body;
+    } catch (error) {
+      logger.error('Fetch Project RateCard Roles', error);
+      if (error instanceof Error) return rejectWithValue(error.message);
+      return rejectWithValue('Failed to fetch project rate card roles');
+    }
+  }
+);
+
+export const fetchProjectRateCardRoleById = createAsyncThunk(
+  'projectFinance/fetchById',
+  async (id: string, { rejectWithValue }) => {
+    try {
+      const response = await projectRateCardApiService.getFromId(id);
+      return response.body;
+    } catch (error) {
+      logger.error('Fetch Project RateCard Role By Id', error);
+      if (error instanceof Error) return rejectWithValue(error.message);
+      return rejectWithValue('Failed to fetch project rate card role');
+    }
+  }
+);
+
+export const insertProjectRateCardRoles = createAsyncThunk(
+  'projectFinance/insertMany',
+  async ({ project_id, roles }: { project_id: string; roles: Omit<IProjectRateCardRole, 'id' | 'project_id'>[] }, { rejectWithValue }) => {
+    try {
+      const response = await projectRateCardApiService.insertMany(project_id, roles);
+      return response.body;
+    } catch (error) {
+      logger.error('Insert Project RateCard Roles', error);
+      if (error instanceof Error) return rejectWithValue(error.message);
+      return rejectWithValue('Failed to insert project rate card roles');
+    }
+  }
+);
+
+export const insertProjectRateCardRole = createAsyncThunk(
+  'projectFinance/insertOne',
+  async (
+    { project_id, job_title_id, rate }: { project_id: string; job_title_id: string; rate: number },
+    { rejectWithValue }
+  ) => {
+    try {
+      const response = await projectRateCardApiService.insertOne({ project_id, job_title_id, rate });
+      return response.body;
+    } catch (error) {
+      logger.error('Insert Project RateCard Role', error);
+      if (error instanceof Error) return rejectWithValue(error.message);
+      return rejectWithValue('Failed to insert project rate card role');
+    }
+  }
+);
+
+export const updateProjectRateCardRoleById = createAsyncThunk(
+  'projectFinance/updateById',
+  async ({ id, body }: { id: string; body: { job_title_id: string; rate: string } }, { rejectWithValue }) => {
+    try {
+      const response = await projectRateCardApiService.updateFromId(id, body);
+      return response.body;
+    } catch (error) {
+      logger.error('Update Project RateCard Role By Id', error);
+      if (error instanceof Error) return rejectWithValue(error.message);
+      return rejectWithValue('Failed to update project rate card role');
+    }
+  }
+);
+
+export const updateProjectRateCardRolesByProjectId = createAsyncThunk(
+  'projectFinance/updateByProjectId',
+  async ({ project_id, roles }: { project_id: string; roles: Omit<IProjectRateCardRole, 'id' | 'project_id'>[] }, { rejectWithValue }) => {
+    try {
+      const response = await projectRateCardApiService.updateFromProjectId(project_id, roles);
+      return response.body;
+    } catch (error) {
+      logger.error('Update Project RateCard Roles By ProjectId', error);
+      if (error instanceof Error) return rejectWithValue(error.message);
+      return rejectWithValue('Failed to update project rate card roles');
+    }
+  }
+);
+
+export const deleteProjectRateCardRoleById = createAsyncThunk(
+  'projectFinance/deleteById',
+  async (id: string, { rejectWithValue }) => {
+    try {
+      const response = await projectRateCardApiService.deleteFromId(id);
+      return response.body;
+    } catch (error) {
+      logger.error('Delete Project RateCard Role By Id', error);
+      if (error instanceof Error) return rejectWithValue(error.message);
+      return rejectWithValue('Failed to delete project rate card role');
+    }
+  }
+);
+
+export const assignMemberToRateCardRole = createAsyncThunk(
+  'projectFinance/assignMemberToRateCardRole',
+  async ({ project_id, member_id, project_rate_card_role_id }: { project_id: string; member_id: string; project_rate_card_role_id: string }) => {
+    const response = await projectRateCardApiService.updateMemberRateCardRole(project_id, member_id, project_rate_card_role_id);
+    return response.body;
+  }
+);
+
+export const deleteProjectRateCardRolesByProjectId = createAsyncThunk(
+  'projectFinance/deleteByProjectId',
+  async (project_id: string, { rejectWithValue }) => {
+    try {
+      const response = await projectRateCardApiService.deleteFromProjectId(project_id);
+      return response.body;
+    } catch (error) {
+      logger.error('Delete Project RateCard Roles By ProjectId', error);
+      if (error instanceof Error) return rejectWithValue(error.message);
+      return rejectWithValue('Failed to delete project rate card roles');
+    }
+  }
+);
+
+const projectFinanceSlice = createSlice({
+  name: 'projectFinanceRateCard',
+  initialState,
+  reducers: {
+    toggleDrawer: (state) => {
+      state.isDrawerOpen = !state.isDrawerOpen;
+    },
+    clearDrawerRole: (state) => {
+      state.drawerRole = null;
+    },
+    clearError: (state) => {
+      state.error = null;
+    },
+  },
+  extraReducers: (builder) => {
+    builder
+      // Fetch all
+      .addCase(fetchProjectRateCardRoles.pending, (state) => {
+        state.isLoading = true;
+        state.error = null;
+      })
+      .addCase(fetchProjectRateCardRoles.fulfilled, (state, action) => {
+        state.isLoading = false;
+        state.rateCardRoles = action.payload || [];
+      })
+      .addCase(fetchProjectRateCardRoles.rejected, (state, action) => {
+        state.isLoading = false;
+        state.error = action.payload as string;
+        state.rateCardRoles = [];
+      })
+      // Fetch by id
+      .addCase(fetchProjectRateCardRoleById.pending, (state) => {
+        state.isLoading = true;
+        state.drawerRole = null;
+        state.error = null;
+      })
+      .addCase(fetchProjectRateCardRoleById.fulfilled, (state, action) => {
+        state.isLoading = false;
+        state.drawerRole = action.payload || null;
+      })
+      .addCase(fetchProjectRateCardRoleById.rejected, (state, action) => {
+        state.isLoading = false;
+        state.error = action.payload as string;
+        state.drawerRole = null;
+      })
+      // Insert many
+      .addCase(insertProjectRateCardRoles.pending, (state) => {
+        state.isLoading = true;
+        state.error = null;
+      })
+      .addCase(insertProjectRateCardRoles.fulfilled, (state, action) => {
+        state.isLoading = false;
+        state.rateCardRoles = action.payload || [];
+      })
+      .addCase(insertProjectRateCardRoles.rejected, (state, action) => {
+        state.isLoading = false;
+        state.error = action.payload as string;
+      })
+      // Update by id
+      .addCase(updateProjectRateCardRoleById.pending, (state) => {
+        state.isLoading = true;
+        state.error = null;
+      })
+      .addCase(updateProjectRateCardRoleById.fulfilled, (state, action) => {
+        state.isLoading = false;
+        if (state.rateCardRoles && action.payload) {
+          state.rateCardRoles = state.rateCardRoles.map((role) =>
+            role.id === action.payload.id ? action.payload : role
+          );
+        }
+      })
+      .addCase(updateProjectRateCardRoleById.rejected, (state, action) => {
+        state.isLoading = false;
+        state.error = action.payload as string;
+      })
+      // Update by project id
+      .addCase(updateProjectRateCardRolesByProjectId.pending, (state) => {
+        state.isLoading = true;
+        state.error = null;
+      })
+      .addCase(updateProjectRateCardRolesByProjectId.fulfilled, (state, action) => {
+        state.isLoading = false;
+        state.rateCardRoles = action.payload || [];
+      })
+      .addCase(updateProjectRateCardRolesByProjectId.rejected, (state, action) => {
+        state.isLoading = false;
+        state.error = action.payload as string;
+      })
+      // Delete by id
+      .addCase(deleteProjectRateCardRoleById.pending, (state) => {
+        state.isLoading = true;
+        state.error = null;
+      })
+      .addCase(deleteProjectRateCardRoleById.fulfilled, (state, action) => {
+        state.isLoading = false;
+        if (state.rateCardRoles && action.payload) {
+          state.rateCardRoles = state.rateCardRoles.filter((role) => role.id !== action.payload.id);
+        }
+      })
+      .addCase(deleteProjectRateCardRoleById.rejected, (state, action) => {
+        state.isLoading = false;
+        state.error = action.payload as string;
+      })
+      // Delete by project id
+      .addCase(deleteProjectRateCardRolesByProjectId.pending, (state) => {
+        state.isLoading = true;
+        state.error = null;
+      })
+      .addCase(deleteProjectRateCardRolesByProjectId.fulfilled, (state) => {
+        state.isLoading = false;
+        state.rateCardRoles = [];
+      })
+      .addCase(deleteProjectRateCardRolesByProjectId.rejected, (state, action) => {
+        state.isLoading = false;
+        state.error = action.payload as string;
+      });
+  },
+});
+
+export const {
+  toggleDrawer,
+  clearDrawerRole,
+  clearError,
+} = projectFinanceSlice.actions;
+
+export default projectFinanceSlice.reducer;

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

@@ -0,0 +1,175 @@
+import { Drawer, Typography, Button, Table, Menu, Flex, Spin, Alert } from 'antd';
+import React, { useEffect, useState } from 'react';
+import { useTranslation } from 'react-i18next';
+import { useAppSelector } from '../../../hooks/useAppSelector';
+import { useAppDispatch } from '../../../hooks/useAppDispatch';
+import { fetchRateCards, toggleImportRatecardsDrawer } from '../finance-slice';
+import { fetchRateCardById } from '../finance-slice';
+import { insertProjectRateCardRoles } from '../project-finance-slice';
+import { useParams } from 'react-router-dom';
+
+const ImportRatecardsDrawer: React.FC = () => {
+  const dispatch = useAppDispatch();
+  const { projectId } = useParams();
+  const { t } = useTranslation('project-view-finance');
+
+  const drawerRatecard = useAppSelector(
+    (state) => state.financeReducer.drawerRatecard
+  );
+  const ratecardsList = useAppSelector(
+    (state) => state.financeReducer.ratecardsList || []
+  );
+  const isDrawerOpen = useAppSelector(
+    (state) => state.financeReducer.isImportRatecardsDrawerOpen
+  );
+  // 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) || [];
+
+  // Loading states
+  const isRatecardsLoading = useAppSelector(
+    (state) => state.financeReducer.isRatecardsLoading
+  );
+
+  const [selectedRatecardId, setSelectedRatecardId] = useState<string | null>(null);
+
+  useEffect(() => {
+    if (selectedRatecardId) {
+      dispatch(fetchRateCardById(selectedRatecardId));
+    }
+  }, [selectedRatecardId, dispatch]);
+
+  useEffect(() => {
+    if (isDrawerOpen) {
+      dispatch(fetchRateCards({
+        index: 1,
+        size: 1000,
+        field: 'name',
+        order: 'asc',
+        search: '',
+      }));
+    }
+  }, [isDrawerOpen, dispatch]);
+
+  useEffect(() => {
+    if (ratecardsList.length > 0 && !selectedRatecardId) {
+      setSelectedRatecardId(ratecardsList[0].id || null);
+    }
+  }, [ratecardsList, selectedRatecardId]);
+
+  const columns = [
+    {
+      title: t('jobTitleColumn'),
+      dataIndex: 'jobtitle',
+      render: (text: string) => (
+        <Typography.Text className="group-hover:text-[#1890ff]">
+          {text}
+        </Typography.Text>
+      ),
+    },
+    {
+      title: `${t('ratePerHourColumn')} (${currency})`,
+      dataIndex: 'rate',
+      render: (text: number) => <Typography.Text>{text}</Typography.Text>,
+    },
+  ];
+
+  return (
+    <Drawer
+      title={
+        <Typography.Text style={{ fontWeight: 500, fontSize: 16 }}>
+          {t('ratecardsPluralText')}
+        </Typography.Text>
+      }
+      footer={
+        <div style={{ textAlign: 'right' }}>
+          {/* Alert message */}
+          {rolesRedux.length !== 0 ? (
+            <div style={{ textAlign: 'right' }}>
+              <Alert
+                message={t('alreadyImportedRateCardMessage') || 'A rate card has already been imported. Clear all imported rate cards to add a new one.'}
+                type="warning"
+                showIcon
+                style={{ marginBottom: 16 }}
+              />
+            </div>
+          ) : (
+            <div style={{ textAlign: 'right' }}>
+              <Button
+                type="primary"
+                onClick={() => {
+                  if (!projectId) {
+                    // Handle missing project id (show error, etc.)
+                    return;
+                  }
+                  if (drawerRatecard?.jobRolesList?.length) {
+                    dispatch(
+                      insertProjectRateCardRoles({
+                        project_id: projectId,
+                        roles: drawerRatecard.jobRolesList
+                          .filter((role) => typeof role.rate !== 'undefined')
+                          .map((role) => ({
+                            ...role,
+                            rate: Number(role.rate),
+                          })),
+                      })
+                    );
+                  }
+                  dispatch(toggleImportRatecardsDrawer());
+                }}
+              >
+                {t('import')}
+              </Button>
+            </div>
+          )}
+        </div>
+      }
+      open={isDrawerOpen}
+      onClose={() => dispatch(toggleImportRatecardsDrawer())}
+      width={1000}
+    >
+      <Flex gap={12}>
+        {/* Sidebar menu with loading */}
+        <Spin spinning={isRatecardsLoading} style={{ width: '20%' }}>
+          <Menu
+            mode="vertical"
+            style={{ width: '100%' }}
+            selectedKeys={
+              selectedRatecardId
+                ? [selectedRatecardId]
+                : ratecardsList[0]?.id
+                  ? [ratecardsList[0].id]
+                  : []
+            }
+            onClick={({ key }) => setSelectedRatecardId(key)}
+          >
+            {ratecardsList.map((ratecard) => (
+              <Menu.Item key={ratecard.id}>
+                {ratecard.name}
+              </Menu.Item>
+            ))}
+          </Menu>
+        </Spin>
+
+        {/* Table for job roles with loading */}
+        <Table
+          style={{ flex: 1 }}
+          dataSource={drawerRatecard?.jobRolesList || []}
+          columns={columns}
+          rowKey={(record) => record.job_title_id}
+          onRow={() => ({
+            className: 'group',
+            style: { cursor: 'pointer' },
+          })}
+          pagination={false}
+          loading={isRatecardsLoading}
+        />
+      </Flex>
+    </Drawer>
+  );
+};
+
+export default ImportRatecardsDrawer;

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

@@ -0,0 +1,530 @@
+import { Drawer, Select, Typography, Flex, Button, Input, Table, Tooltip, Alert, Space, message, Popconfirm } from 'antd';
+import React, { useEffect, useMemo, useState } from 'react';
+import { useTranslation } from 'react-i18next';
+import { useAppSelector } from '../../../hooks/useAppSelector';
+import { useAppDispatch } from '../../../hooks/useAppDispatch';
+import { deleteRateCard, fetchRateCardById, fetchRateCards, toggleRatecardDrawer, updateRateCard } from '../finance-slice';
+import { RatecardType, IJobType } from '@/types/project/ratecard.types';
+import { IJobTitlesViewModel } from '@/types/job.types';
+import { jobTitlesApiService } from '@/api/settings/job-titles/job-titles.api.service';
+import { DeleteOutlined, ExclamationCircleFilled, PlusOutlined } from '@ant-design/icons';
+import { colors } from '@/styles/colors';
+import CreateJobTitlesDrawer from '@/features/settings/job/CreateJobTitlesDrawer';
+import { toggleCreateJobTitleDrawer } from '@/features/settings/job/jobSlice';
+import { CURRENCY_OPTIONS, DEFAULT_CURRENCY } from '@/shared/constants/currencies';
+
+interface PaginationType {
+  current: number;
+  pageSize: number;
+  field: string;
+  order: string;
+  total: number;
+  pageSizeOptions: string[];
+  size: 'small' | 'default';
+}
+
+const RatecardDrawer = ({
+  type,
+  ratecardId,
+  onSaved,
+}: {
+  type: 'create' | 'update';
+  ratecardId: string;
+  onSaved?: () => void;
+}) => {
+  const [ratecardsList, setRatecardsList] = useState<RatecardType[]>([]);
+  const [roles, setRoles] = useState<IJobType[]>([]);
+  const [initialRoles, setInitialRoles] = useState<IJobType[]>([]);
+  const [initialName, setInitialName] = useState<string>('Untitled Rate Card');
+  const [initialCurrency, setInitialCurrency] = useState<string>(DEFAULT_CURRENCY);
+  const [addingRowIndex, setAddingRowIndex] = useState<number | null>(null);
+  const { t } = useTranslation('settings/ratecard-settings');
+  const drawerLoading = useAppSelector(state => state.financeReducer.isFinanceDrawerloading);
+  const drawerRatecard = useAppSelector(state => state.financeReducer.drawerRatecard);
+  const isDrawerOpen = useAppSelector(
+    (state) => state.financeReducer.isRatecardDrawerOpen
+  );
+  const dispatch = useAppDispatch();
+
+  const [isAddingRole, setIsAddingRole] = useState(false);
+  const [selectedJobTitleId, setSelectedJobTitleId] = useState<string | undefined>(undefined);
+  const [searchQuery, setSearchQuery] = useState('');
+  const [currency, setCurrency] = useState(DEFAULT_CURRENCY);
+  const [name, setName] = useState<string>('Untitled Rate Card');
+  const [jobTitles, setJobTitles] = useState<IJobTitlesViewModel>({});
+  const [pagination, setPagination] = useState<PaginationType>({
+    current: 1,
+    pageSize: 10000,
+    field: 'name',
+    order: 'desc',
+    total: 0,
+    pageSizeOptions: ['5', '10', '15', '20', '50', '100'],
+    size: 'small',
+  });
+  const [editingRowIndex, setEditingRowIndex] = useState<number | null>(null);
+  const [showUnsavedAlert, setShowUnsavedAlert] = useState(false);
+  const [messageApi, contextHolder] = message.useMessage();
+  const [isCreatingJobTitle, setIsCreatingJobTitle] = useState(false);
+  const [newJobTitleName, setNewJobTitleName] = useState('');
+  // Detect changes
+  const hasChanges = useMemo(() => {
+    const rolesChanged = JSON.stringify(roles) !== JSON.stringify(initialRoles);
+    const nameChanged = name !== initialName;
+    const currencyChanged = currency !== initialCurrency;
+    return rolesChanged || nameChanged || currencyChanged;
+  }, [roles, name, currency, initialRoles, initialName, initialCurrency]);
+
+  const getJobTitles = useMemo(() => {
+    return async () => {
+      const response = await jobTitlesApiService.getJobTitles(
+        pagination.current,
+        pagination.pageSize,
+        pagination.field,
+        pagination.order,
+        searchQuery
+      );
+      if (response.done) {
+        setJobTitles(response.body);
+        setPagination(prev => ({ ...prev, total: response.body.total || 0 }));
+      }
+    };
+  }, [pagination.current, pagination.pageSize, pagination.field, pagination.order, searchQuery]);
+
+  useEffect(() => {
+    getJobTitles();
+  }, []);
+
+  const selectedRatecard = ratecardsList.find(
+    (ratecard) => ratecard.id === ratecardId
+  );
+
+  useEffect(() => {
+    if (type === 'update' && ratecardId) {
+      dispatch(fetchRateCardById(ratecardId));
+    }
+  }, [type, ratecardId, dispatch]);
+
+  useEffect(() => {
+    if (type === 'update' && drawerRatecard) {
+      setRoles(drawerRatecard.jobRolesList || []);
+      setInitialRoles(drawerRatecard.jobRolesList || []);
+      setName(drawerRatecard.name || '');
+      setInitialName(drawerRatecard.name || '');
+      setCurrency(drawerRatecard.currency || DEFAULT_CURRENCY);
+      setInitialCurrency(drawerRatecard.currency || DEFAULT_CURRENCY);
+    }
+  }, [drawerRatecard, type]);
+
+  const handleAddAllRoles = () => {
+    if (!jobTitles.data) return;
+    const existingIds = new Set(roles.map(r => r.job_title_id));
+    const newRoles = jobTitles.data
+      .filter(jt => jt.id && !existingIds.has(jt.id))
+      .map(jt => ({
+        jobtitle: jt.name,
+        rate_card_id: ratecardId,
+        job_title_id: jt.id!,
+        rate: 0,
+      }));
+    const mergedRoles = [...roles, ...newRoles].filter(
+      (role, idx, arr) =>
+        arr.findIndex(r => r.job_title_id === role.job_title_id) === idx
+    );
+    setRoles(mergedRoles);
+  };
+
+  const handleAddRole = () => {
+    if (Object.keys(jobTitles).length === 0) {
+      // Allow inline job title creation
+      setIsCreatingJobTitle(true);
+    } else {
+      // Add a new empty role to the table
+      const newRole = {
+        jobtitle: '',
+        rate_card_id: ratecardId,
+        job_title_id: '',
+        rate: 0,
+      };
+      setRoles([...roles, newRole]);
+      setAddingRowIndex(roles.length);
+      setIsAddingRole(true);
+    }
+  };
+
+  const handleCreateJobTitle = async () => {
+    if (!newJobTitleName.trim()) {
+      messageApi.warning(t('jobTitleNameRequired') || 'Job title name is required');
+      return;
+    }
+
+    try {
+      // Create the job title using the API
+      const response = await jobTitlesApiService.createJobTitle({
+        name: newJobTitleName.trim()
+      });
+
+      if (response.done) {
+        // Refresh job titles
+        await getJobTitles();
+        
+        // Create a new role with the newly created job title
+        const newRole = {
+          jobtitle: newJobTitleName.trim(),
+          rate_card_id: ratecardId,
+          job_title_id: response.body.id,
+          rate: 0,
+        };
+        setRoles([...roles, newRole]);
+        
+        // Reset creation state
+        setIsCreatingJobTitle(false);
+        setNewJobTitleName('');
+        
+        messageApi.success(t('jobTitleCreatedSuccess') || 'Job title created successfully');
+      } else {
+        messageApi.error(t('jobTitleCreateError') || 'Failed to create job title');
+      }
+    } catch (error) {
+      console.error('Failed to create job title:', error);
+      messageApi.error(t('jobTitleCreateError') || 'Failed to create job title');
+    }
+  };
+
+  const handleCancelJobTitleCreation = () => {
+    setIsCreatingJobTitle(false);
+    setNewJobTitleName('');
+  };
+
+  const handleDeleteRole = (index: number) => {
+    const updatedRoles = [...roles];
+    updatedRoles.splice(index, 1);
+    setRoles(updatedRoles);
+  };
+
+  const handleSelectJobTitle = (jobTitleId: string) => {
+    if (roles.some(role => role.job_title_id === jobTitleId)) {
+      setIsAddingRole(false);
+      setSelectedJobTitleId(undefined);
+      return;
+    }
+    const jobTitle = jobTitles.data?.find(jt => jt.id === jobTitleId);
+    if (jobTitle) {
+      const newRole = {
+        jobtitle: jobTitle.name,
+        rate_card_id: ratecardId,
+        job_title_id: jobTitleId,
+        rate: 0,
+      };
+      setRoles([...roles, newRole]);
+    }
+    setIsAddingRole(false);
+    setSelectedJobTitleId(undefined);
+  };
+
+  const handleSave = async () => {
+    if (type === 'update' && ratecardId) {
+      try {
+        const filteredRoles = roles.filter(role => role.jobtitle && role.jobtitle.trim() !== '');
+        await dispatch(updateRateCard({
+          id: ratecardId,
+          body: {
+            name,
+            currency,
+            jobRolesList: filteredRoles,
+          },
+        }) as any);
+        await dispatch(fetchRateCards({
+          index: 1,
+          size: 10,
+          field: 'name',
+          order: 'desc',
+          search: '',
+        }) as any);
+        if (onSaved) onSaved();
+        dispatch(toggleRatecardDrawer());
+        // Reset initial states after save
+        setInitialRoles(filteredRoles);
+        setInitialName(name);
+        setInitialCurrency(currency);
+        setShowUnsavedAlert(false);
+      } catch (error) {
+        console.error('Failed to update rate card', error);
+      } finally {
+        setRoles([]);
+        setName('Untitled Rate Card');
+        setCurrency(DEFAULT_CURRENCY);
+        setInitialRoles([]);
+        setInitialName('Untitled Rate Card');
+        setInitialCurrency(DEFAULT_CURRENCY);
+      }
+    }
+  };
+
+  const columns = [
+    {
+      title: t('jobTitleColumn'),
+      dataIndex: 'jobtitle',
+      render: (text: string, record: any, index: number) => {
+        if (index === addingRowIndex || index === editingRowIndex) {
+          return (
+            <Select
+              showSearch
+              autoFocus
+              placeholder={t('selectJobTitle')}
+              style={{ minWidth: 150 }}
+              value={record.job_title_id || undefined}
+              onChange={value => {
+                if (roles.some((role, idx) => role.job_title_id === value && idx !== index)) {
+                  return;
+                }
+                const updatedRoles = [...roles];
+                const selectedJob = jobTitles.data?.find(jt => jt.id === value);
+                updatedRoles[index].job_title_id = value;
+                updatedRoles[index].jobtitle = selectedJob?.name || '';
+                setRoles(updatedRoles);
+                setEditingRowIndex(null);
+                setAddingRowIndex(null);
+              }}
+              onBlur={() => {
+                if (roles[index].job_title_id === "") {
+                  handleDeleteRole(index);
+                }
+                setEditingRowIndex(null);
+                setAddingRowIndex(null);
+              }}
+              filterOption={(input, option) =>
+                (option?.children as string).toLowerCase().includes(input.toLowerCase())
+              }
+            >
+              {jobTitles.data
+                ?.filter(jt => !roles.some((role, idx) => role.job_title_id === jt.id && idx !== index))
+                .map(jt => (
+                  <Select.Option key={jt.id} value={jt.id}>
+                    {jt.name}
+                  </Select.Option>
+                ))}
+            </Select>
+          );
+        }
+        return (
+          <span
+            style={{ cursor: 'pointer' }}
+          >
+            {record.jobtitle}
+          </span>
+        );
+      },
+    },
+    {
+      title: `${t('ratePerHourColumn')} (${currency})`,
+      dataIndex: 'rate',
+      align: 'right',
+      render: (text: number, record: any, index: number) => (
+        <Input
+          type="number"
+          value={roles[index]?.rate ?? 0}
+          min={0}
+          style={{
+            background: 'transparent',
+            border: 'none',
+            boxShadow: 'none',
+            textAlign: 'right',
+            padding: 0,
+          }}
+          onChange={(e) => {
+            const updatedRoles = roles.map((role, idx) =>
+              idx === index ? { ...role, rate: parseInt(e.target.value, 10) || 0 } : role
+            );
+            setRoles(updatedRoles);
+          }}
+        />
+      ),
+    },
+    {
+      title: t('actionsColumn') || 'Actions',
+      dataIndex: 'actions',
+      render: (_: any, __: any, index: number) => (
+        <Popconfirm
+          title={t('deleteConfirmationTitle')}
+          icon={<ExclamationCircleFilled style={{ color: colors.vibrantOrange }} />}
+          okText={t('deleteConfirmationOk')}
+          cancelText={t('deleteConfirmationCancel')}
+          onConfirm={async () => {
+            handleDeleteRole(index);
+          }}
+        >
+          <Tooltip title="Delete">
+            <Button
+              size="small"
+              icon={<DeleteOutlined />}
+            />
+          </Tooltip>
+        </Popconfirm>
+      ),
+    },
+  ];
+
+  const handleDrawerClose = async() => {
+    if (!name || name.trim() === '') {
+      messageApi.open({
+        type: 'warning',
+        content: t('ratecardNameRequired') || 'Rate card name is required.',
+      });
+      return;
+    } else if (hasChanges) {
+      setShowUnsavedAlert(true);
+    } 
+    else if (name === 'Untitled Rate Card' && roles.length === 0){
+      await dispatch(deleteRateCard(ratecardId));
+      dispatch(toggleRatecardDrawer());
+    }
+    else {
+      dispatch(toggleRatecardDrawer());
+    }
+  };
+
+  const handleConfirmSave = async () => {
+    await handleSave();
+    setShowUnsavedAlert(false);
+  };
+
+  const handleConfirmDiscard = () => {
+    dispatch(toggleRatecardDrawer());
+    setRoles([]);
+    setName('Untitled Rate Card');
+    setCurrency(DEFAULT_CURRENCY);
+    setInitialRoles([]);
+    setInitialName('Untitled Rate Card');
+    setInitialCurrency(DEFAULT_CURRENCY);
+    setShowUnsavedAlert(false);
+  };
+
+  return (
+    <>
+      {contextHolder}
+      <Drawer
+        loading={drawerLoading}
+        onClose={handleDrawerClose}
+        title={
+          <Flex align="center" justify="space-between">
+            <Typography.Text style={{ fontWeight: 500, fontSize: 16 }}>
+              <Input
+                value={name}
+                placeholder={t('ratecardNamePlaceholder')}
+                style={{
+                  fontWeight: 500,
+                  fontSize: 16,
+                  background: 'transparent',
+                  border: 'none',
+                  boxShadow: 'none',
+                  padding: 0,
+                }}
+                onChange={e => {
+                  setName(e.target.value);
+                }}
+              />
+            </Typography.Text>
+            <Flex gap={8} align="center">
+              <Typography.Text>{t('currency')}</Typography.Text>
+              <Select
+                value={currency}
+                options={CURRENCY_OPTIONS}
+                onChange={(value) => setCurrency(value)}
+              />
+              <Button onClick={handleAddAllRoles} type="default">
+                {t('addAllButton')}
+              </Button>
+            </Flex>
+          </Flex>
+        }
+        open={isDrawerOpen}
+        width={700}
+        footer={
+          <Flex justify="end" gap={16} style={{ marginTop: 16 }}>
+            <Button style={{ marginBottom: 24 }} onClick={handleSave} type="primary" disabled={name === '' || (name === 'Untitled Rate Card' && roles.length === 0)}>
+              {t('saveButton')}
+            </Button>
+          </Flex>
+        }
+      >
+        {showUnsavedAlert && (
+          <Alert
+            message={t('unsavedChangesTitle') || 'Unsaved Changes'}
+            type="warning"
+            showIcon
+            closable
+            onClose={() => setShowUnsavedAlert(false)}
+            action={
+              <Space direction="horizontal">
+                <Button size="small" type="primary" onClick={handleConfirmSave}>
+                  Save
+                </Button>
+                <Button size="small" danger onClick={handleConfirmDiscard}>
+                  Discard
+                </Button>
+              </Space>
+            }
+            style={{ marginBottom: 16 }}
+          />
+        )}
+        <Flex vertical gap={16}>
+          <Flex justify="space-between" align="center">
+            <Typography.Title level={5} style={{ margin: 0 }}>
+              {t('jobRolesTitle') || 'Job Roles'}
+            </Typography.Title>
+            <Button 
+              type="primary" 
+              icon={<PlusOutlined />}
+              onClick={handleAddRole}
+            >
+              {t('addRoleButton')}
+            </Button>
+          </Flex>
+          
+          <Table
+            dataSource={roles}
+            columns={columns}
+            rowKey="job_title_id"
+            pagination={false}
+            locale={{
+              emptyText: isCreatingJobTitle ? (
+                <Flex vertical align="center" gap={16} style={{ padding: '24px 0' }}>
+                  <Typography.Text strong>
+                    {t('createNewJobTitle') || 'Create New Job Title'}
+                  </Typography.Text>
+                  <Flex gap={8} align="center">
+                    <Input
+                      placeholder={t('jobTitleNamePlaceholder') || 'Enter job title name'}
+                      value={newJobTitleName}
+                      onChange={(e) => setNewJobTitleName(e.target.value)}
+                      onPressEnter={handleCreateJobTitle}
+                      autoFocus
+                      style={{ width: 200 }}
+                    />
+                    <Button type="primary" onClick={handleCreateJobTitle}>
+                      {t('createButton') || 'Create'}
+                    </Button>
+                    <Button onClick={handleCancelJobTitleCreation}>
+                      {t('cancelButton') || 'Cancel'}
+                    </Button>
+                  </Flex>
+                </Flex>
+              ) : (
+                <Flex vertical align="center" gap={16} style={{ padding: '24px 0' }}>
+                  <Typography.Text type="secondary">
+                    {Object.keys(jobTitles).length === 0 
+                      ? t('noJobTitlesAvailable') 
+                      : t('noRolesAdded')}
+                  </Typography.Text>
+                </Flex>
+              ),
+            }}
+          />
+        </Flex>
+      </Drawer>
+      <CreateJobTitlesDrawer />
+    </>
+  );
+};
+
+export default RatecardDrawer;

worklenz-frontend/src/features/navbar/navRoutes.ts

@@ -1,7 +1,7 @@
 export type NavRoutesType = {
   name: string;
   path: string;
-  adminOnly: boolean;
+  adminOnly?: boolean;
   freePlanFeature?: boolean;
 };
 

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

@@ -27,7 +27,7 @@ interface TaskListState {
   error: string | null;
   importTaskTemplateDrawerOpen: boolean;
   createTaskTemplateDrawerOpen: boolean;
-  projectView: 'list' | 'kanban';
+  projectView: 'list' | 'kanban' | 'gantt';
   refreshTimestamp: string | null;
 }
 
@@ -35,9 +35,9 @@ const initialState: TaskListState = {
   projectId: null,
   project: null,
   projectLoading: false,
-  activeMembers: [],
   columns: [],
   members: [],
+  activeMembers: [],
   labels: [],
   statuses: [],
   priorities: [],
@@ -116,6 +116,11 @@ const projectSlice = createSlice({
         state.project.phase_label = action.payload;
       }
     },
+    updateProjectCurrency: (state, action: PayloadAction<string>) => {
+      if (state.project) {
+        state.project.currency = action.payload;
+      }
+    },
     addTask: (
       state,
       action: PayloadAction<{ task: IProjectTask; groupId: string; insert?: boolean }>
@@ -173,7 +178,7 @@ const projectSlice = createSlice({
     setRefreshTimestamp: (state) => {
       state.refreshTimestamp = new Date().getTime().toString();
     },
-    setProjectView: (state, action: PayloadAction<'list' | 'kanban'>) => {
+    setProjectView: (state, action: PayloadAction<'list' | 'kanban' | 'gantt'>) => {
       state.projectView = action.payload;
     },
   },
@@ -214,7 +219,8 @@ export const {
   setCreateTaskTemplateDrawerOpen,
   setProjectView,
   updatePhaseLabel,
-  setRefreshTimestamp
+  setRefreshTimestamp,
+  updateProjectCurrency
 } = projectSlice.actions;
 
 export default projectSlice.reducer;

worklenz-frontend/src/features/projects/finance/README.md

@@ -0,0 +1,83 @@
+# Optimized Finance Calculation System
+
+## Overview
+
+This system provides efficient frontend recalculation of project finance data when fixed costs are updated, eliminating the need for API refetches and ensuring optimal performance even with deeply nested task hierarchies.
+
+## Key Features
+
+### 1. Hierarchical Recalculation
+- When a nested subtask's fixed cost is updated, all parent tasks are automatically recalculated
+- Parent task totals are aggregated from their subtasks to avoid double counting
+- Calculations propagate up the entire task hierarchy efficiently
+
+### 2. Performance Optimizations
+- **Memoization**: Task calculations are cached to avoid redundant computations
+- **Smart Cache Management**: Cache entries expire automatically and are cleaned up periodically
+- **Selective Updates**: Only tasks that have actually changed trigger recalculations
+
+### 3. Frontend-Only Updates
+- No API refetches required for fixed cost updates
+- Immediate UI responsiveness
+- Reduced server load and network traffic
+
+## How It Works
+
+### Task Update Flow
+1. User updates fixed cost in UI
+2. `updateTaskFixedCostAsync` is dispatched
+3. API call updates the backend
+4. Redux reducer updates the task and triggers `recalculateTaskHierarchy`
+5. All parent tasks are recalculated automatically
+6. UI updates immediately with new values
+
+### Calculation Logic
+```typescript
+// For parent tasks with subtasks
+parentTask.fixed_cost = sum(subtask.fixed_cost)
+parentTask.total_budget = parentTask.estimated_cost + parentTask.fixed_cost
+parentTask.variance = parentTask.total_actual - parentTask.total_budget
+
+// For leaf tasks
+task.total_budget = task.estimated_cost + task.fixed_cost
+task.variance = task.total_actual - task.total_budget
+```
+
+### Memoization Strategy
+- Cache key includes all relevant financial fields
+- Cache entries expire after 10 minutes
+- Cache is cleared when fresh data is loaded from API
+- Automatic cleanup prevents memory leaks
+
+## Usage Examples
+
+### Updating Fixed Cost
+```typescript
+// This will automatically recalculate all parent tasks
+dispatch(updateTaskFixedCostAsync({ 
+  taskId: 'subtask-123', 
+  groupId: 'group-456', 
+  fixedCost: 1500 
+}));
+```
+
+### Budget Statistics
+The budget statistics in the project overview are calculated efficiently:
+- Avoids double counting in nested hierarchies
+- Uses aggregated values from parent tasks
+- Updates automatically when any task changes
+
+## Performance Benefits
+
+1. **Reduced API Calls**: No refetching required for fixed cost updates
+2. **Faster UI Updates**: Immediate recalculation and display
+3. **Memory Efficient**: Smart caching with automatic cleanup
+4. **Scalable**: Handles deeply nested task hierarchies efficiently
+
+## Cache Management
+
+The system includes automatic cache management:
+- Cache cleanup every 5 minutes
+- Entries expire after 10 minutes
+- Manual cache clearing when fresh data is loaded
+- Memory-efficient with automatic garbage collection 

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

@@ -0,0 +1,482 @@
+import { projectFinanceApiService } from '@/api/project-finance-ratecard/project-finance.api.service';
+import { createAsyncThunk, createSlice, PayloadAction } from '@reduxjs/toolkit';
+import { IProjectFinanceGroup, IProjectFinanceTask, IProjectRateCard, IProjectFinanceProject } from '@/types/project/project-finance.types';
+import { parseTimeToSeconds } from '@/utils/timeUtils';
+
+type FinanceTabType = 'finance' | 'ratecard';
+type GroupTypes = 'status' | 'priority' | 'phases';
+type BillableFilterType = 'all' | 'billable' | 'non-billable';
+
+interface ProjectFinanceState {
+  activeTab: FinanceTabType;
+  activeGroup: GroupTypes;
+  billableFilter: BillableFilterType;
+  loading: boolean;
+  taskGroups: IProjectFinanceGroup[];
+  projectRateCards: IProjectRateCard[];
+  project: IProjectFinanceProject | null;
+}
+
+// Enhanced utility functions for efficient frontend calculations
+const secondsToHours = (seconds: number) => seconds / 3600;
+
+const calculateTaskCosts = (task: IProjectFinanceTask) => {
+  const hours = secondsToHours(task.estimated_seconds || 0);
+  const timeLoggedHours = secondsToHours(task.total_time_logged_seconds || 0);
+  
+  const totalBudget = task.estimated_cost || 0;
+  // task.total_actual already includes actual_cost_from_logs + fixed_cost from backend
+  const totalActual = task.total_actual || 0;
+  const variance = totalActual - totalBudget;
+
+  return {
+    hours,
+    timeLoggedHours,
+    totalBudget,
+    totalActual,
+    variance
+  };
+};
+
+// Memoization cache for task calculations to improve performance
+const taskCalculationCache = new Map<string, {
+  task: IProjectFinanceTask;
+  result: IProjectFinanceTask;
+  timestamp: number;
+}>();
+
+// Cache cleanup interval (5 minutes)
+const CACHE_CLEANUP_INTERVAL = 5 * 60 * 1000;
+const CACHE_MAX_AGE = 10 * 60 * 1000; // 10 minutes
+
+// Periodic cache cleanup
+setInterval(() => {
+  const now = Date.now();
+  Array.from(taskCalculationCache.entries()).forEach(([key, value]) => {
+    if (now - value.timestamp > CACHE_MAX_AGE) {
+      taskCalculationCache.delete(key);
+    }
+  });
+}, CACHE_CLEANUP_INTERVAL);
+
+// Generate cache key for task
+const generateTaskCacheKey = (task: IProjectFinanceTask): string => {
+  return `${task.id}-${task.estimated_cost}-${task.fixed_cost}-${task.total_actual}-${task.estimated_seconds}-${task.total_time_logged_seconds}`;
+};
+
+// Check if task has changed significantly to warrant recalculation
+const hasTaskChanged = (oldTask: IProjectFinanceTask, newTask: IProjectFinanceTask): boolean => {
+  return (
+    oldTask.estimated_cost !== newTask.estimated_cost ||
+    oldTask.fixed_cost !== newTask.fixed_cost ||
+    oldTask.total_actual !== newTask.total_actual ||
+    oldTask.estimated_seconds !== newTask.estimated_seconds ||
+    oldTask.total_time_logged_seconds !== newTask.total_time_logged_seconds
+  );
+};
+
+// Optimized recursive calculation for task hierarchy with memoization
+const recalculateTaskHierarchy = (tasks: IProjectFinanceTask[]): IProjectFinanceTask[] => {
+  return tasks.map(task => {
+    // If task has loaded subtasks, recalculate from subtasks
+    if (task.sub_tasks && task.sub_tasks.length > 0) {
+      const updatedSubTasks = recalculateTaskHierarchy(task.sub_tasks);
+      
+      // Calculate totals from subtasks only (for time and costs from logs)
+      const subtaskTotals = updatedSubTasks.reduce((acc, subtask) => ({
+        estimated_cost: acc.estimated_cost + (subtask.estimated_cost || 0),
+        fixed_cost: acc.fixed_cost + (subtask.fixed_cost || 0),
+        actual_cost_from_logs: acc.actual_cost_from_logs + (subtask.actual_cost_from_logs || 0),
+        estimated_seconds: acc.estimated_seconds + (subtask.estimated_seconds || 0),
+        total_time_logged_seconds: acc.total_time_logged_seconds + (subtask.total_time_logged_seconds || 0)
+      }), {
+        estimated_cost: 0,
+        fixed_cost: 0,
+        actual_cost_from_logs: 0,
+        estimated_seconds: 0,
+        total_time_logged_seconds: 0
+      });
+      
+      // For parent tasks with loaded subtasks: use ONLY the subtask totals
+      // The parent's original values were backend-aggregated, now we use frontend subtask aggregation
+      const totalFixedCost = subtaskTotals.fixed_cost; // Only subtask fixed costs
+      const totalEstimatedCost = subtaskTotals.estimated_cost; // Only subtask estimated costs
+      const totalActualCostFromLogs = subtaskTotals.actual_cost_from_logs; // Only subtask logged costs
+      const totalActual = totalActualCostFromLogs + totalFixedCost;
+      
+      // Update parent task with aggregated values
+      const updatedTask = {
+        ...task,
+        sub_tasks: updatedSubTasks,
+        estimated_cost: totalEstimatedCost,
+        fixed_cost: totalFixedCost,
+        actual_cost_from_logs: totalActualCostFromLogs,
+        total_actual: totalActual,
+        estimated_seconds: subtaskTotals.estimated_seconds,
+        total_time_logged_seconds: subtaskTotals.total_time_logged_seconds,
+        total_budget: totalEstimatedCost,
+        variance: totalActual - totalEstimatedCost
+      };
+      
+      return updatedTask;
+    }
+    
+    // For parent tasks without loaded subtasks, trust backend-calculated values
+    if (task.sub_tasks_count > 0 && (!task.sub_tasks || task.sub_tasks.length === 0)) {
+      // Parent task with unloaded subtasks - backend has already calculated aggregated values
+      const { totalBudget, totalActual, variance } = calculateTaskCosts(task);
+      return {
+        ...task,
+        total_budget: totalBudget,
+        total_actual: totalActual,
+        variance: variance
+      };
+    }
+    
+    // For leaf tasks, check cache first
+    const cacheKey = generateTaskCacheKey(task);
+    const cached = taskCalculationCache.get(cacheKey);
+    
+    if (cached && !hasTaskChanged(cached.task, task)) {
+      return { ...cached.result, ...task }; // Merge with current task to preserve other properties
+    }
+    
+    // For leaf tasks, just recalculate their own values
+    const { totalBudget, totalActual, variance } = calculateTaskCosts(task);
+    const updatedTask = {
+      ...task,
+      total_budget: totalBudget,
+      total_actual: totalActual,
+      variance: variance
+    };
+    
+    // Cache the result only for leaf tasks
+    taskCalculationCache.set(cacheKey, {
+      task: { ...task },
+      result: updatedTask,
+      timestamp: Date.now()
+    });
+    
+    return updatedTask;
+  });
+};
+
+// Optimized function to find and update a specific task, then recalculate hierarchy
+const updateTaskAndRecalculateHierarchy = (
+  tasks: IProjectFinanceTask[], 
+  targetId: string, 
+  updateFn: (task: IProjectFinanceTask) => IProjectFinanceTask
+): { updated: boolean; tasks: IProjectFinanceTask[] } => {
+  let updated = false;
+  
+  const updatedTasks = tasks.map(task => {
+    if (task.id === targetId) {
+      updated = true;
+      return updateFn(task);
+    }
+    
+    // Search in subtasks recursively
+    if (task.sub_tasks && task.sub_tasks.length > 0) {
+      const result = updateTaskAndRecalculateHierarchy(task.sub_tasks, targetId, updateFn);
+      if (result.updated) {
+        updated = true;
+        return {
+          ...task,
+          sub_tasks: result.tasks
+        };
+      }
+    }
+    
+    return task;
+  });
+  
+  // If a task was updated, recalculate the entire hierarchy to ensure parent totals are correct
+  return {
+    updated,
+    tasks: updated ? recalculateTaskHierarchy(updatedTasks) : updatedTasks
+  };
+};
+
+const initialState: ProjectFinanceState = {
+  activeTab: 'finance',
+  activeGroup: 'status',
+  billableFilter: 'billable',
+  loading: false,
+  taskGroups: [],
+  projectRateCards: [],
+  project: null,
+};
+
+export const fetchProjectFinances = createAsyncThunk(
+  'projectFinances/fetchProjectFinances',
+  async ({ projectId, groupBy, billableFilter }: { projectId: string; groupBy: GroupTypes; billableFilter?: BillableFilterType }) => {
+    const response = await projectFinanceApiService.getProjectTasks(projectId, groupBy, billableFilter);
+    return response.body;
+  }
+);
+
+export const fetchProjectFinancesSilent = createAsyncThunk(
+  'projectFinances/fetchProjectFinancesSilent',
+  async ({ projectId, groupBy, billableFilter }: { projectId: string; groupBy: GroupTypes; billableFilter?: BillableFilterType }) => {
+    const response = await projectFinanceApiService.getProjectTasks(projectId, groupBy, billableFilter);
+    return response.body;
+  }
+);
+
+export const fetchSubTasks = createAsyncThunk(
+  'projectFinances/fetchSubTasks',
+  async ({ projectId, parentTaskId, billableFilter }: { projectId: string; parentTaskId: string; billableFilter?: BillableFilterType }) => {
+    const response = await projectFinanceApiService.getSubTasks(projectId, parentTaskId, billableFilter);
+    return { parentTaskId, subTasks: response.body };
+  }
+);
+
+export const updateTaskFixedCostAsync = createAsyncThunk(
+  'projectFinances/updateTaskFixedCostAsync',
+  async ({ taskId, groupId, fixedCost }: { taskId: string; groupId: string; fixedCost: number }) => {
+    await projectFinanceApiService.updateTaskFixedCost(taskId, fixedCost);
+    return { taskId, groupId, fixedCost };
+  }
+);
+
+// Function to clear calculation cache (useful for testing or when data is refreshed)
+const clearCalculationCache = () => {
+  taskCalculationCache.clear();
+};
+
+export const projectFinancesSlice = createSlice({
+  name: 'projectFinances',
+  initialState,
+  reducers: {
+    setActiveTab: (state, action: PayloadAction<FinanceTabType>) => {
+      state.activeTab = action.payload;
+    },
+    setActiveGroup: (state, action: PayloadAction<GroupTypes>) => {
+      state.activeGroup = action.payload;
+    },
+    setBillableFilter: (state, action: PayloadAction<BillableFilterType>) => {
+      state.billableFilter = action.payload;
+    },
+    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 result = updateTaskAndRecalculateHierarchy(
+          group.tasks, 
+          taskId, 
+          (task) => ({
+            ...task,
+            fixed_cost: fixedCost
+          })
+        );
+        
+        if (result.updated) {
+          group.tasks = result.tasks;
+        }
+      }
+    },
+    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 result = updateTaskAndRecalculateHierarchy(
+          group.tasks, 
+          taskId, 
+          (task) => ({
+            ...task,
+            estimated_cost: estimatedCost
+          })
+        );
+        
+        if (result.updated) {
+          group.tasks = result.tasks;
+        }
+      }
+    },
+    updateTaskTimeLogged: (state, action: PayloadAction<{ taskId: string; groupId: string; timeLoggedSeconds: number; timeLoggedString: string; totalActual: number }>) => {
+      const { taskId, groupId, timeLoggedSeconds, timeLoggedString, totalActual } = action.payload;
+      const group = state.taskGroups.find(g => g.group_id === groupId);
+      
+      if (group) {
+        const result = updateTaskAndRecalculateHierarchy(
+          group.tasks, 
+          taskId, 
+          (task) => ({
+            ...task,
+            total_time_logged_seconds: timeLoggedSeconds,
+            total_time_logged: timeLoggedString,
+            total_actual: totalActual
+          })
+        );
+        
+        if (result.updated) {
+          group.tasks = result.tasks;
+        }
+      }
+    },
+    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) {
+        // 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>) => {
+      if (state.project) {
+        state.project.currency = action.payload;
+      }
+    },
+  },
+  extraReducers: (builder) => {
+    builder
+      .addCase(fetchProjectFinances.pending, (state) => {
+        state.loading = true;
+      })
+      .addCase(fetchProjectFinances.fulfilled, (state, action) => {
+        state.loading = false;
+        // Apply hierarchy recalculation to ensure parent tasks show correct aggregated values
+        const recalculatedGroups = action.payload.groups.map(group => ({
+          ...group,
+          tasks: recalculateTaskHierarchy(group.tasks)
+        }));
+        state.taskGroups = recalculatedGroups;
+        state.projectRateCards = action.payload.project_rate_cards;
+        state.project = action.payload.project;
+        // Clear cache when fresh data is loaded
+        clearCalculationCache();
+      })
+      .addCase(fetchProjectFinances.rejected, (state) => {
+        state.loading = false;
+      })
+      .addCase(fetchProjectFinancesSilent.fulfilled, (state, action) => {
+        // Helper function to preserve expansion state and sub_tasks during updates
+        const preserveExpansionState = (existingTasks: IProjectFinanceTask[], newTasks: IProjectFinanceTask[]): IProjectFinanceTask[] => {
+          return newTasks.map(newTask => {
+            const existingTask = existingTasks.find(t => t.id === newTask.id);
+            if (existingTask) {
+              // Preserve expansion state and subtasks
+              const updatedTask = {
+                ...newTask,
+                show_sub_tasks: existingTask.show_sub_tasks,
+                sub_tasks: existingTask.sub_tasks ? 
+                  preserveExpansionState(existingTask.sub_tasks, newTask.sub_tasks || []) : 
+                  newTask.sub_tasks
+              };
+              return updatedTask;
+            }
+            return newTask;
+          });
+        };
+
+        // Update groups while preserving expansion state and applying hierarchy recalculation
+        const updatedTaskGroups = action.payload.groups.map(newGroup => {
+          const existingGroup = state.taskGroups.find(g => g.group_id === newGroup.group_id);
+          if (existingGroup) {
+            const tasksWithExpansion = preserveExpansionState(existingGroup.tasks, newGroup.tasks);
+            return {
+              ...newGroup,
+              tasks: recalculateTaskHierarchy(tasksWithExpansion)
+            };
+          }
+          return {
+            ...newGroup,
+            tasks: recalculateTaskHierarchy(newGroup.tasks)
+          };
+        });
+
+        // Update data without changing loading state for silent refresh
+        state.taskGroups = updatedTaskGroups;
+        state.projectRateCards = action.payload.project_rate_cards;
+        state.project = action.payload.project;
+        // Clear cache when data is refreshed from backend
+        clearCalculationCache();
+      })
+      .addCase(updateTaskFixedCostAsync.fulfilled, (state, action) => {
+        const { taskId, groupId, fixedCost } = action.payload;
+        const group = state.taskGroups.find(g => g.group_id === groupId);
+        
+        if (group) {
+          // Update the specific task's fixed cost and recalculate the entire hierarchy
+          const result = updateTaskAndRecalculateHierarchy(
+            group.tasks, 
+            taskId, 
+            (task) => ({
+              ...task,
+              fixed_cost: fixedCost
+            })
+          );
+          
+          if (result.updated) {
+            group.tasks = result.tasks;
+            clearCalculationCache();
+          }
+        }
+      })
+      .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) {
+          if (findAndUpdateTask(group.tasks, parentTaskId)) {
+            // Recalculate the hierarchy after adding subtasks to ensure parent values are correct
+            group.tasks = recalculateTaskHierarchy(group.tasks);
+            break;
+          }
+        }
+      });
+  },
+});
+
+export const { 
+  setActiveTab, 
+  setActiveGroup, 
+  setBillableFilter,
+  updateTaskFixedCost,
+  updateTaskEstimatedCost,
+  updateTaskTimeLogged,
+  toggleTaskExpansion,
+  updateProjectFinanceCurrency
+} = projectFinancesSlice.actions;
+
+export default projectFinancesSlice.reducer;