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.

README.md

@@ -1,6 +1,6 @@
 <h1 align="center">
     <a href="https://worklenz.com" target="_blank" rel="noopener noreferrer">
-        <img src="https://s3.us-west-2.amazonaws.com/worklenz.com/assets/icon-144x144.png" alt="Worklenz Logo" width="75">
+        <img src="https://app.worklenz.com/assets/icons/icon-144x144.png" alt="Worklenz Logo" width="75">
     </a>
     <br>
     Worklenz    
@@ -315,7 +315,6 @@ docker-compose up -d
 docker-compose down
 ```
 
-
 ## MinIO Integration
 
 The project uses MinIO as an S3-compatible object storage service, which provides an open-source alternative to AWS S3 for development and production.
@@ -404,10 +403,6 @@ This script generates properly configured environment files for both development
    - Frontend: http://localhost:5000
    - Backend API: http://localhost:3000 (or https://localhost:3000 with SSL)
 
-4. Video Guide
-   
-   For a visual walkthrough of the local Docker deployment process, check out our [step-by-step video guide](https://www.youtube.com/watch?v=AfwAKxJbqLg).
-
 ### Remote Server Deployment
 
 When deploying to a remote server:
@@ -433,10 +428,6 @@ When deploying to a remote server:
    - Frontend: http://your-server-hostname:5000
    - Backend API: http://your-server-hostname:3000
 
-4. Video Guide
-   
-   For a complete walkthrough of deploying Worklenz to a remote server, check out our [deployment video guide](https://www.youtube.com/watch?v=CAZGu2iOXQs&t=10s).
-
 ### Environment Configuration
 
 The Docker setup uses environment variables to configure the services:

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. 

package-lock.json

@@ -1,6 +0,0 @@
-{
-  "name": "worklenz",
-  "lockfileVersion": 3,
-  "requires": true,
-  "packages": {}
-}

update-docker-env.sh

@@ -73,8 +73,8 @@ cat > worklenz-backend/.env << EOL
 NODE_ENV=production
 PORT=3000
 SESSION_NAME=worklenz.sid
-SESSION_SECRET=$(openssl rand -base64 48)
+SESSION_SECRET=change_me_in_production
-COOKIE_SECRET=$(openssl rand -base64 48)
+COOKIE_SECRET=change_me_in_production
 
 # CORS
 SOCKET_IO_CORS=${FRONTEND_URL}
@@ -123,7 +123,7 @@ SLACK_WEBHOOK=
 COMMIT_BUILD_IMMEDIATELY=true
 
 # JWT Secret
-JWT_SECRET=$(openssl rand -base64 48)
+JWT_SECRET=change_me_in_production
 EOL
 
 echo "Environment configuration updated for ${HOSTNAME} with" $([ "$USE_SSL" = "true" ] && echo "HTTPS/WSS" || echo "HTTP/WS")

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/20250427000000-fix-progress-mode-type.sql

@@ -145,7 +145,7 @@ BEGIN
         SET progress_value = NULL,
             progress_mode = NULL
         WHERE project_id = _project_id
-        AND progress_mode::text::progress_mode_type = _old_mode;
+        AND progress_mode = _old_mode;
     END IF;
     
     RETURN NEW;

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.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",
@@ -68,7 +71,6 @@
     "express-rate-limit": "^6.8.0",
     "express-session": "^1.17.3",
     "express-validator": "^6.15.0",
-    "grunt-cli": "^1.5.0",
     "helmet": "^6.2.0",
     "hpp": "^0.2.3",
     "http-errors": "^2.0.0",
@@ -94,10 +96,8 @@
     "sharp": "^0.32.6",
     "slugify": "^1.6.6",
     "socket.io": "^4.7.1",
-    "tinymce": "^7.8.0",
     "uglify-js": "^3.17.4",
     "winston": "^3.10.0",
-    "worklenz-backend": "file:",
     "xss-filters": "^1.2.7"
   },
   "devDependencies": {
@@ -105,17 +105,15 @@
     "@babel/preset-typescript": "^7.22.5",
     "@types/bcrypt": "^5.0.0",
     "@types/bluebird": "^3.5.38",
-    "@types/body-parser": "^1.19.2",
     "@types/compression": "^1.7.2",
     "@types/connect-flash": "^0.0.37",
     "@types/cookie-parser": "^1.4.3",
     "@types/cron": "^2.0.1",
     "@types/crypto-js": "^4.2.2",
     "@types/csurf": "^1.11.2",
-    "@types/express": "^4.17.21",
+    "@types/express": "^4.17.17",
     "@types/express-brute": "^1.0.2",
     "@types/express-brute-redis": "^0.0.4",
-    "@types/express-serve-static-core": "^4.17.34",
     "@types/express-session": "^1.17.7",
     "@types/fs-extra": "^9.0.13",
     "@types/hpp": "^0.2.2",

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,
@@ -756,186 +757,4 @@ export default class ProjectsController extends WorklenzControllerBase {
 
   }
 
-  @HandleExceptions()
-  public static async getGrouped(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
-    // Use qualified field name for projects to avoid ambiguity
-    const {searchQuery, sortField, sortOrder, size, offset} = this.toPaginationOptions(req.query, ["projects.name"]);
-    const groupBy = req.query.groupBy as string || "category";
-
-    const filterByMember = !req.user?.owner && !req.user?.is_admin ?
-      ` AND is_member_of_project(projects.id, '${req.user?.id}', $1) ` : "";
-
-    const isFavorites = req.query.filter === "1" ? ` AND EXISTS(SELECT user_id FROM favorite_projects WHERE user_id = '${req.user?.id}' AND project_id = projects.id)` : "";
-    const isArchived = req.query.filter === "2"
-      ? ` AND EXISTS(SELECT user_id FROM archived_projects WHERE user_id = '${req.user?.id}' AND project_id = projects.id)`
-      : ` AND NOT EXISTS(SELECT user_id FROM archived_projects WHERE user_id = '${req.user?.id}' AND project_id = projects.id)`;
-    const categories = this.getFilterByCategoryWhereClosure(req.query.categories as string);
-    const statuses = this.getFilterByStatusWhereClosure(req.query.statuses as string);
-
-    // Determine grouping field and join based on groupBy parameter
-    let groupField = "";
-    let groupName = "";
-    let groupColor = "";
-    let groupJoin = "";
-    let groupByFields = "";
-    let groupOrderBy = "";
-    
-    switch (groupBy) {
-      case "client":
-        groupField = "COALESCE(projects.client_id::text, 'no-client')";
-        groupName = "COALESCE(clients.name, 'No Client')";
-        groupColor = "'#688'";
-        groupJoin = "LEFT JOIN clients ON projects.client_id = clients.id";
-        groupByFields = "projects.client_id, clients.name";
-        groupOrderBy = "COALESCE(clients.name, 'No Client')";
-        break;
-      case "status":
-        groupField = "COALESCE(projects.status_id::text, 'no-status')";
-        groupName = "COALESCE(sys_project_statuses.name, 'No Status')";
-        groupColor = "COALESCE(sys_project_statuses.color_code, '#888')";
-        groupJoin = "LEFT JOIN sys_project_statuses ON projects.status_id = sys_project_statuses.id";
-        groupByFields = "projects.status_id, sys_project_statuses.name, sys_project_statuses.color_code";
-        groupOrderBy = "COALESCE(sys_project_statuses.name, 'No Status')";
-        break;
-      case "category":
-      default:
-        groupField = "COALESCE(projects.category_id::text, 'uncategorized')";
-        groupName = "COALESCE(project_categories.name, 'Uncategorized')";
-        groupColor = "COALESCE(project_categories.color_code, '#888')";
-        groupJoin = "LEFT JOIN project_categories ON projects.category_id = project_categories.id";
-        groupByFields = "projects.category_id, project_categories.name, project_categories.color_code";
-        groupOrderBy = "COALESCE(project_categories.name, 'Uncategorized')";
-    }
-
-    // Ensure sortField is properly qualified for the inner project query
-    let qualifiedSortField = sortField;
-    if (Array.isArray(sortField)) {
-      qualifiedSortField = sortField[0]; // Take the first field if it's an array
-    }
-    // Replace "projects." with "p2." for the inner query
-    const innerSortField = qualifiedSortField.replace("projects.", "p2.");
-
-    const q = `
-      SELECT ROW_TO_JSON(rec) AS groups
-      FROM (
-        SELECT COUNT(DISTINCT ${groupField}) AS total_groups,
-               (SELECT COALESCE(ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(group_data))), '[]'::JSON)
-                FROM (
-                  SELECT ${groupField} AS group_key,
-                         ${groupName} AS group_name,
-                         ${groupColor} AS group_color,
-                         COUNT(*) AS project_count,
-                         (SELECT COALESCE(ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(project_data))), '[]'::JSON)
-                          FROM (
-                            SELECT p2.id,
-                                   p2.name,
-                                   (SELECT sys_project_statuses.name FROM sys_project_statuses WHERE sys_project_statuses.id = p2.status_id) AS status,
-                                   (SELECT sys_project_statuses.color_code FROM sys_project_statuses WHERE sys_project_statuses.id = p2.status_id) AS status_color,
-                                   (SELECT sys_project_statuses.icon FROM sys_project_statuses WHERE sys_project_statuses.id = p2.status_id) AS status_icon,
-                                   EXISTS(SELECT user_id
-                                          FROM favorite_projects
-                                          WHERE user_id = '${req.user?.id}'
-                                            AND project_id = p2.id) AS favorite,
-                                   EXISTS(SELECT user_id
-                                          FROM archived_projects
-                                          WHERE user_id = '${req.user?.id}'
-                                            AND project_id = p2.id) AS archived,
-                                   p2.color_code,
-                                   p2.start_date,
-                                   p2.end_date,
-                                   p2.category_id,
-                                   (SELECT COUNT(*)
-                                    FROM tasks
-                                    WHERE archived IS FALSE
-                                      AND project_id = p2.id) AS all_tasks_count,
-                                   (SELECT COUNT(*)
-                                    FROM tasks
-                                    WHERE archived IS FALSE
-                                      AND project_id = p2.id
-                                      AND status_id IN (SELECT task_statuses.id
-                                                        FROM task_statuses
-                                                        WHERE task_statuses.project_id = p2.id
-                                                          AND task_statuses.category_id IN
-                                                              (SELECT sys_task_status_categories.id FROM sys_task_status_categories WHERE sys_task_status_categories.is_done IS TRUE))) AS completed_tasks_count,
-                                   (SELECT COUNT(*)
-                                    FROM project_members
-                                    WHERE project_members.project_id = p2.id) AS members_count,
-                                   (SELECT get_project_members(p2.id)) AS names,
-                                   (SELECT clients.name FROM clients WHERE clients.id = p2.client_id) AS client_name,
-                                   (SELECT users.name FROM users WHERE users.id = p2.owner_id) AS project_owner,
-                                   (SELECT project_categories.name FROM project_categories WHERE project_categories.id = p2.category_id) AS category_name,
-                                   (SELECT project_categories.color_code
-                                    FROM project_categories
-                                    WHERE project_categories.id = p2.category_id) AS category_color,
-                                   ((SELECT project_members.team_member_id as team_member_id
-                                      FROM project_members
-                                      WHERE project_members.project_id = p2.id
-                                        AND project_members.project_access_level_id = (SELECT project_access_levels.id FROM project_access_levels WHERE project_access_levels.key = 'PROJECT_MANAGER'))) AS project_manager_team_member_id,
-                                   (SELECT project_members.default_view
-                                      FROM project_members
-                                      WHERE project_members.project_id = p2.id
-                                        AND project_members.team_member_id = '${req.user?.team_member_id}') AS team_member_default_view,
-                                   (SELECT CASE
-                                             WHEN ((SELECT MAX(tasks.updated_at)
-                                                    FROM tasks
-                                                    WHERE tasks.archived IS FALSE
-                                                      AND tasks.project_id = p2.id) >
-                                                   p2.updated_at)
-                                               THEN (SELECT MAX(tasks.updated_at)
-                                                     FROM tasks
-                                                     WHERE tasks.archived IS FALSE
-                                                       AND tasks.project_id = p2.id)
-                                             ELSE p2.updated_at END) AS updated_at
-                            FROM projects p2
-                            ${groupJoin.replace("projects.", "p2.")}
-                            WHERE p2.team_id = $1 
-                              AND ${groupField.replace("projects.", "p2.")} = ${groupField}
-                              ${categories.replace("projects.", "p2.")} 
-                              ${statuses.replace("projects.", "p2.")} 
-                              ${isArchived.replace("projects.", "p2.")} 
-                              ${isFavorites.replace("projects.", "p2.")} 
-                              ${filterByMember.replace("projects.", "p2.")} 
-                              ${searchQuery.replace("projects.", "p2.")}
-                            ORDER BY ${innerSortField} ${sortOrder}
-                          ) project_data
-                         ) AS projects
-                  FROM projects
-                  ${groupJoin}
-                  WHERE projects.team_id = $1 ${categories} ${statuses} ${isArchived} ${isFavorites} ${filterByMember} ${searchQuery}
-                  GROUP BY ${groupByFields}
-                  ORDER BY ${groupOrderBy}
-                  LIMIT $2 OFFSET $3
-                ) group_data
-               ) AS data
-        FROM projects
-        ${groupJoin}
-        WHERE projects.team_id = $1 ${categories} ${statuses} ${isArchived} ${isFavorites} ${filterByMember} ${searchQuery}
-      ) rec;
-    `;
-
-    const result = await db.query(q, [req.user?.team_id || null, size, offset]);
-    const [data] = result.rows;
-
-    // Process the grouped data
-    for (const group of data?.groups.data || []) {
-      for (const project of group.projects || []) {
-        project.progress = project.all_tasks_count > 0
-          ? ((project.completed_tasks_count / project.all_tasks_count) * 100).toFixed(0) : 0;
-
-        project.updated_at_string = moment(project.updated_at).fromNow();
-
-        project.names = this.createTagList(project?.names);
-        project.names.map((a: any) => a.color_code = getColor(a.name));
-
-        if (project.project_manager_team_member_id) {
-          project.project_manager = {
-            id: project.project_manager_team_member_id
-          };
-        }
-      }
-    }
-
-    return res.status(200).send(new ServerResponse(true, data?.groups || { total_groups: 0, data: [] }));
-  }
-
 }

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}
+                WHERE CASE WHEN ($1 IS TRUE) THEN project_id IS NOT NULL ELSE archived = FALSE END
-                  AND project_id = projects.id) AS all_tasks_count,
+                  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
@@ -95,9 +114,10 @@ export default class ReportingAllocationController extends ReportingControllerBa
                                (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}
+                                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)
+    if (!teamIds)
-      return res.status(200).send(new ServerResponse(true, { users: [], projects: [] }));
+      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
+    // Get organization working hours
-    const projectHoursQuery = `SELECT id, hours_per_day FROM projects WHERE id IN (${projectIds})`;
+    const orgWorkingHoursQuery = `SELECT working_hours FROM organizations WHERE id = (SELECT t.organization_id FROM teams t WHERE t.id IN (${teamIds}) LIMIT 1)`;
-    const projectHoursResult = await db.query(projectHoursQuery, []);
+    const orgWorkingHoursResult = await db.query(orgWorkingHoursQuery, []);
-    const projectHoursMap: Record<string, number> = {};
+    const orgWorkingHours = orgWorkingHoursResult.rows[0]?.working_hours || 8;
-    for (const row of projectHoursResult.rows) {
+    
-      projectHoursMap[row.id] = row.hours_per_day || 8;
+    // Calculate total working hours with minimum baseline for non-working day scenarios
-    }
+    let totalWorkingHours = workingDays * orgWorkingHours;
-    // Sum total working hours for all selected projects
+    let isNonWorkingPeriod = false;
-    let totalWorkingHours = 0;
+    
-    for (const pid of Object.keys(projectHoursMap)) {
+    // If no working days but there might be logged time, set minimum baseline
-      totalWorkingHours += workingDays * projectHoursMap[pid];
+    // 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 billableQuery = this.buildBillableQueryWithAlias(billable, 't');
+    const members = (req.body.members || []) as string[];
     
-    const q = `
+    // Prepare members filter - updated logic to handle Clear All scenario
-        SELECT tmiv.email, tmiv.name, SUM(time_spent) AS logged_time
+    let membersFilter = "";
-            FROM team_member_info_view tmiv
+    if (members.length > 0) {
-                    LEFT JOIN task_work_log ON task_work_log.user_id = tmiv.user_id
+      const memberIds = members.map(id => `'${id}'`).join(",");
-                    LEFT JOIN tasks ON tasks.id = task_work_log.task_id ${billableQuery}
+      membersFilter = `AND tmiv.team_member_id IN (${memberIds})`;
-                    LEFT JOIN projects p ON p.id = tasks.project_id AND p.team_id = tmiv.team_id
+    } else {
-            WHERE p.id IN (${projectIds})
+      // No members selected - show no data (Clear All scenario)
-            ${durationClause} ${archivedClause}
+      membersFilter = `AND 1=0`; // This will match no rows
-            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);
     }
 
-    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 = `
+        const updateQuery = `UPDATE public.organization_working_days
-      UPDATE public.organization_working_days
       SET ${setClause}, updated_at = CURRENT_TIMESTAMP
-      WHERE organization_id IN (
+      WHERE organization_id IN (SELECT id FROM organizations WHERE user_id = $1);`;
-                                SELECT organization_id FROM organizations 
-                                WHERE user_id = $1
-                            );
-    `;
 
         await db.query(updateQuery, [req.user?.owner_id]);
 

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

@@ -28,27 +28,45 @@ export default class TaskWorklogController extends WorklenzControllerBase {
     if (!id) return [];
 
     const q = `
-      WITH time_logs AS (
+      WITH RECURSIVE task_hierarchy AS (
-        --
+        -- Base case: Start with the given task
-        SELECT id,
+        SELECT id, name, 0 as level
-               description,
+        FROM tasks
-               time_spent,
+        WHERE id = $1
-               created_at,
+        
-               user_id,
+        UNION ALL
-               logged_by_timer,
+        
-               (SELECT name FROM users WHERE users.id = task_work_log.user_id) AS user_name,
+        -- Recursive case: Get all subtasks
-               (SELECT email FROM users WHERE users.id = task_work_log.user_id) AS user_email,
+        SELECT t.id, t.name, th.level + 1
-               (SELECT avatar_url FROM users WHERE users.id = task_work_log.user_id) AS avatar_url
+        FROM tasks t
-        FROM task_work_log
+        INNER JOIN task_hierarchy th ON t.parent_task_id = th.id
-        WHERE task_id = $1
+        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,
+      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,
@@ -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

@@ -81,7 +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,
@@ -610,21 +611,6 @@ export default class TasksControllerV2 extends TasksControllerBase {
     return this.createTagList(result.rows);
   }
 
-  public static async getProjectSubscribers(projectId: string) {
-    const q = `
-      SELECT u.name, u.avatar_url, ps.user_id, ps.team_member_id, ps.project_id
-      FROM project_subscribers ps
-             LEFT JOIN users u ON ps.user_id = u.id
-      WHERE ps.project_id = $1;
-    `;
-    const result = await db.query(q, [projectId]);
-
-    for (const member of result.rows)
-      member.color_code = getColor(member.name);
-
-    return this.createTagList(result.rows);
-  }
-
   public static async checkUserAssignedToTask(taskId: string, userId: string, teamId: string) {
     const q = `
     SELECT EXISTS(

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;
+      // Use recursive estimation if task has subtasks, otherwise use own estimation
-      const hours = Math.floor(totalMinutes / 60);
+      const recursiveEstimation = task.recursive_estimation || {};
-      const minutes = totalMinutes % 60;
+      // 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

@@ -6,11 +6,11 @@ import { isProduction } from "../shared/utils";
 const pgSession = require("connect-pg-simple")(session);
 
 export default session({
-  name: process.env.SESSION_NAME,
+  name: process.env.SESSION_NAME || "worklenz.sid",
   secret: process.env.SESSION_SECRET || "development-secret-key",
   proxy: false,
-  resave: false,
+  resave: true,
-  saveUninitialized: true,
+  saveUninitialized: false,
   rolling: true,
   store: new pgSession({
     pool: db.pool,
@@ -18,10 +18,8 @@ export default session({
   }),
   cookie: {
     path: "/",
-    // secure: isProduction(),
+    httpOnly: true,
-    // httpOnly: isProduction(),
+    secure: false,
-    // sameSite: "none",
-    // domain: isProduction() ? ".worklenz.com" : undefined,
     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)
+  if (googleAccountFound) {
-    return done(null, null, req.flash(ERROR_KEY, `${req.body.email} is already linked with a Google account.`));
+    req.flash(ERROR_KEY, `${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/public/tinymce/package-lock.json

@@ -1,20 +0,0 @@
-{
-	"name": "tinymce",
-	"version": "6.8.4",
-	"lockfileVersion": 3,
-	"requires": true,
-	"packages": {
-		"": {
-			"name": "tinymce",
-			"version": "6.8.4",
-			"license": "MIT",
-			"dependencies": {
-				"tinymce": "file:"
-			}
-		},
-		"node_modules/tinymce": {
-			"resolved": "",
-			"link": true
-		}
-	}
-}

worklenz-backend/src/public/tinymce/package.json

@@ -28,8 +28,5 @@
 	"homepage": "https://www.tiny.cloud/",
 	"bugs": {
 		"url": "https://github.com/tinymce/tinymce/issues"
-	},
-	"dependencies": {
-		"tinymce": "file:"
 	}
 }

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

@@ -56,7 +56,11 @@ 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();
 
@@ -64,6 +68,8 @@ 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);
@@ -117,4 +123,6 @@ 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/projects-api-router.ts

@@ -18,7 +18,6 @@ projectsApiRouter.get("/update-exist-sort-order", safeControllerFunction(Project
 
 projectsApiRouter.post("/", teamOwnerOrAdminValidator, projectsBodyValidator, safeControllerFunction(ProjectsController.create));
 projectsApiRouter.get("/", safeControllerFunction(ProjectsController.get));
-projectsApiRouter.get("/grouped", safeControllerFunction(ProjectsController.getGrouped));
 projectsApiRouter.get("/my-task-projects", safeControllerFunction(ProjectsController.getMyProjectsToTasks));
 projectsApiRouter.get("/my-projects", safeControllerFunction(ProjectsController.getMyProjects));
 projectsApiRouter.get("/all", safeControllerFunction(ProjectsController.getAllProjects));

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-project-subscriber-change.ts

@@ -19,8 +19,7 @@ export async function on_project_subscriber_change(_io: Server, socket: Socket,
     const isSubscribe = data.mode == 0;
     const q = isSubscribe
       ? `INSERT INTO project_subscribers (user_id, project_id, team_member_id)
-         VALUES ($1, $2, $3)
+         VALUES ($1, $2, $3);`
-         ON CONFLICT (user_id, project_id, team_member_id) DO NOTHING;`
       : `DELETE
          FROM project_subscribers
          WHERE user_id = $1
@@ -28,7 +27,7 @@ export async function on_project_subscriber_change(_io: Server, socket: Socket,
            AND team_member_id = $3;`;
     await db.query(q, [data.user_id, data.project_id, data.team_member_id]);
 
-    const subscribers = await TasksControllerV2.getProjectSubscribers(data.project_id);
+    const subscribers = await TasksControllerV2.getTaskSubscribers(data.project_id);
     socket.emit(SocketEvents.PROJECT_SUBSCRIBERS_CHANGE.toString(), subscribers);
 
     return;

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 { getColor, toMinutes } from "../../shared/utils";
-import {SocketEvents} from "../events";
+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;
 }
 

worklenz-frontend/Dockerfile

@@ -12,7 +12,7 @@ COPY . .
 RUN echo "window.VITE_API_URL='${VITE_API_URL:-http://backend:3000}';" > ./public/env-config.js && \
     echo "window.VITE_SOCKET_URL='${VITE_SOCKET_URL:-ws://backend:3000}';" >> ./public/env-config.js
 
-RUN NODE_OPTIONS="--max-old-space-size=4096" npm run build
+RUN npm run build
 
 FROM node:22-alpine AS production
 

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

@@ -2,9 +2,9 @@
   "name": "worklenz",
   "version": "1.0.0",
   "private": true,
+  "type": "module",
   "scripts": {
-    "start": "vite dev",
+    "start": "vite",
-    "dev": "vite dev",
     "prebuild": "node scripts/copy-tinymce.js",
     "build": "vite build",
     "dev-build": "vite build",
@@ -14,11 +14,11 @@
   "dependencies": {
     "@ant-design/colors": "^7.1.0",
     "@ant-design/compatible": "^5.1.4",
-    "@ant-design/icons": "^4.7.0",
+    "@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/modifiers": "^6.0.1",
-    "@dnd-kit/sortable": "^10.0.0",
+    "@dnd-kit/sortable": "^7.0.2",
     "@dnd-kit/utilities": "^3.2.2",
     "@emotion/react": "^11.14.0",
     "@paddle/paddle-js": "^1.3.3",
@@ -30,7 +30,6 @@
     "axios": "^1.9.0",
     "chart.js": "^4.4.7",
     "chartjs-plugin-datalabels": "^2.2.0",
-    "cors": "^2.8.5",
     "date-fns": "^4.1.0",
     "dompurify": "^3.2.5",
     "gantt-task-react": "^0.3.9",
@@ -40,7 +39,6 @@
     "i18next-http-backend": "^2.7.3",
     "jspdf": "^3.0.0",
     "mixpanel-browser": "^2.56.0",
-    "nanoid": "^5.1.5",
     "primereact": "^10.8.4",
     "re-resizable": "^6.10.3",
     "react": "^18.3.1",
@@ -56,7 +54,7 @@
     "socket.io-client": "^4.8.1",
     "tinymce": "^7.7.2",
     "web-vitals": "^4.2.4",
-    "worklenz": "file:"
+    "wx-react-gantt": "^1.3.1"
   },
   "devDependencies": {
     "@testing-library/jest-dom": "^6.6.3",
@@ -74,7 +72,6 @@
     "autoprefixer": "^10.4.20",
     "postcss": "^8.5.2",
     "prettier-plugin-tailwindcss": "^0.6.8",
-    "rollup": "^4.40.2",
     "tailwindcss": "^3.4.17",
     "terser": "^5.39.0",
     "typescript": "^5.7.3",
@@ -82,6 +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/all-project-list.json

@@ -19,13 +19,5 @@
   "unarchiveConfirm": "Are you sure you want to unarchive this project?",
   "clickToFilter": "Click to filter by",
   "noProjects": "No projects found",
-  "addToFavourites": "Add to favourites",
+  "addToFavourites": "Add to favourites"
-  "list": "List",
-  "group": "Group",
-  "listView": "List View",
-  "groupView": "Group View",
-  "groupBy": {
-    "category": "Category",
-    "client": "Client"
-  }
 }

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

@@ -47,6 +47,5 @@
   "weightedProgress": "Weighted Progress",
   "weightedProgressTooltip": "Calculate progress based on subtask weights",
   "timeProgress": "Time-based Progress",
-  "timeProgressTooltip": "Calculate progress based on estimated time",
+  "timeProgressTooltip": "Calculate progress based on estimated time"
-  "enterProjectKey": "Enter project key"
 }

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",
 
@@ -41,17 +44,24 @@
   "noProjects": "No projects found",
   "noTeams": "No teams found",
   "noData": "No data found",
+  "members": "Members",
+  "searchByMember": "Search by member",
+  "utilization": "Utilization",
 
-  "groupBy": "Group by",
+  "totalTimeLogged": "Total Time Logged",
-  "groupByCategory": "Category",
+  "expectedCapacity": "Expected Capacity",
-  "groupByTeam": "Team",
+  "teamUtilization": "Team Utilization",
-  "groupByStatus": "Status",
+  "variance": "Variance",
-  "groupByNone": "None",
+  "acrossAllTeamMembers": "Across all team members",
-  "clearSearch": "Clear search",
+  "basedOnWorkingSchedule": "Based on working schedule",
-  "selectedProjects": "Selected Projects",
+  "optimal": "Optimal",
-  "projectsSelected": "projects selected",
+  "underUtilized": "Under-utilized",
-  "showSelected": "Show Selected Only",
+  "overUtilized": "Over-utilized",
-  "expandAll": "Expand All",
+  "overCapacity": "Over capacity",
-  "collapseAll": "Collapse All",
+  "underCapacity": "Under capacity",
-  "ungrouped": "Ungrouped"
+  "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/all-project-list.json

@@ -19,13 +19,5 @@
   "unarchiveConfirm": "¿Estás seguro de que deseas desarchivar este proyecto?",
   "clickToFilter": "Clique para filtrar por",
   "noProjects": "No se encontraron proyectos",
-  "addToFavourites": "Añadir a favoritos",
+  "addToFavourites": "Añadir a favoritos"
-  "list": "Lista",
-  "group": "Grupo",
-  "listView": "Vista de Lista",
-  "groupView": "Vista de Grupo",
-  "groupBy": {
-    "category": "Categoría",
-    "client": "Cliente"
-  }
 }

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

@@ -47,6 +47,5 @@
   "weightedProgress": "Progreso Ponderado",
   "weightedProgressTooltip": "Calcular el progreso basado en los pesos de las subtareas",
   "timeProgress": "Progreso Basado en Tiempo",
-  "timeProgressTooltip": "Calcular el progreso basado en el tiempo estimado",
+  "timeProgressTooltip": "Calcular el progreso basado en el tiempo estimado"
-  "enterProjectKey": "Ingresa la clave del proyecto"
 }

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

@@ -5,9 +5,10 @@
 
   "searchByName": "Buscar por nombre",
   "selectAll": "Seleccionar Todo",
+  "clearAll": "Limpiar Todo",
   "teams": "Equipos",
 
-  "searchByProject": "Buscar por nombre del proyecto",
+  "searchByProject": "Buscar por nombre de proyecto",
   "projects": "Proyectos",
 
   "searchByCategory": "Buscar por nombre de categoría",
@@ -15,6 +16,8 @@
 
   "billable": "Facturable",
   "nonBillable": "No Facturable",
+  "filterByBillableStatus": "Filtrar por Estado Facturable",
+  "allBillableTypes": "Todos los Tipos Facturables",
 
   "total": "Total",
 
@@ -37,21 +40,28 @@
   "actualDays": "Días Reales",
 
   "noCategories": "No se encontraron categorías",
-  "noCategory": "Sin Categoría",
+  "noCategory": "No Categoría",
   "noProjects": "No se encontraron proyectos",
   "noTeams": "No se encontraron equipos",
   "noData": "No se encontraron datos",
+  "members": "Miembros",
+  "searchByMember": "Buscar por miembro",
+  "utilization": "Utilización",
 
-  "groupBy": "Agrupar por",
+  "totalTimeLogged": "Tiempo Total Registrado",
-  "groupByCategory": "Categoría",
+  "expectedCapacity": "Capacidad Esperada",
-  "groupByTeam": "Equipo",
+  "teamUtilization": "Utilización del Equipo",
-  "groupByStatus": "Estado",
+  "variance": "Varianza",
-  "groupByNone": "Ninguno",
+  "acrossAllTeamMembers": "En todos los miembros del equipo",
-  "clearSearch": "Limpiar búsqueda",
+  "basedOnWorkingSchedule": "Basado en horario de trabajo",
-  "selectedProjects": "Proyectos Seleccionados",
+  "optimal": "Óptimo",
-  "projectsSelected": "proyectos seleccionados",
+  "underUtilized": "Sub-utilizado",
-  "showSelected": "Mostrar Solo Seleccionados",
+  "overUtilized": "Sobre-utilizado",
-  "expandAll": "Expandir Todo",
+  "overCapacity": "Sobre capacidad",
-  "collapseAll": "Contraer Todo",
+  "underCapacity": "Bajo capacidad",
-  "ungrouped": "Sin Agrupar"
+  "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/all-project-list.json

@@ -19,13 +19,5 @@
   "unarchiveConfirm": "Tem certeza de que deseja desarquivar este projeto?",
   "clickToFilter": "Clique para filtrar por",
   "noProjects": "Nenhum projeto encontrado",
-  "addToFavourites": "Adicionar aos favoritos",
+  "addToFavourites": "Adicionar aos favoritos"
-  "list": "Lista",
-  "group": "Grupo",
-  "listView": "Visualização em Lista",
-  "groupView": "Visualização em Grupo",
-  "groupBy": {
-    "category": "Categoria",
-    "client": "Cliente"
-  }
 }

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

@@ -47,6 +47,5 @@
   "weightedProgress": "Progresso Ponderado",
   "weightedProgressTooltip": "Calcular o progresso com base nos pesos das subtarefas",
   "timeProgress": "Progresso Baseado em Tempo",
-  "timeProgressTooltip": "Calcular o progresso com base no tempo estimado",
+  "timeProgressTooltip": "Calcular o progresso com base no tempo estimado"
-  "enterProjectKey": "Insira a chave do projeto"
 }

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

@@ -4,7 +4,8 @@
   "timeSheet": "Folha de Tempo",
 
   "searchByName": "Pesquisar por nome",
-  "selectAll": "Selecionar Tudo",
+  "selectAll": "Selecionar Todos",
+  "clearAll": "Limpar Todos",
   "teams": "Equipes",
 
   "searchByProject": "Pesquisar por nome do projeto",
@@ -13,45 +14,54 @@
   "searchByCategory": "Pesquisar por nome da categoria",
   "categories": "Categorias",
 
-  "billable": "Faturável",
+  "billable": "Cobrável",
-  "nonBillable": "Não Faturável",
+  "nonBillable": "Não Cobrável",
+  "filterByBillableStatus": "Filtrar por Status de Cobrança",
+  "allBillableTypes": "Todos os Tipos Cobráveis",
 
   "total": "Total",
 
-  "projectsTimeSheet": "Folha de Tempo de Projetos",
+  "projectsTimeSheet": "Folha de Tempo dos Projetos",
 
-  "loggedTime": "Tempo Registrado(horas)",
+  "loggedTime": "Tempo Registrado (horas)",
 
   "exportToExcel": "Exportar para Excel",
   "logged": "registrado",
   "for": "para",
 
-  "membersTimeSheet": "Folha de Tempo de Membros",
+  "membersTimeSheet": "Folha de Tempo dos Membros",
   "member": "Membro",
 
   "estimatedVsActual": "Estimado vs Real",
-  "workingDays": "Dias Úteis",
+  "workingDays": "Dias de Trabalho",
-  "manDays": "Dias Homem",
+  "manDays": "Dias-Homem",
   "days": "Dias",
   "estimatedDays": "Dias Estimados",
   "actualDays": "Dias Reais",
 
   "noCategories": "Nenhuma categoria encontrada",
-  "noCategory": "Sem Categoria",
+  "noCategory": "Nenhuma Categoria",
   "noProjects": "Nenhum projeto encontrado",
-  "noTeams": "Nenhuma equipe encontrada",
+  "noTeams": "Nenhum time encontrado",
   "noData": "Nenhum dado encontrado",
+  "members": "Membros",
+  "searchByMember": "Pesquisar por membro",
+  "utilization": "Utilização",
 
-  "groupBy": "Agrupar por",
+  "totalTimeLogged": "Tempo Total Registrado",
-  "groupByCategory": "Categoria",
+  "expectedCapacity": "Capacidade Esperada",
-  "groupByTeam": "Equipe",
+  "teamUtilization": "Utilização da Equipe",
-  "groupByStatus": "Status",
+  "variance": "Variância",
-  "groupByNone": "Nenhum",
+  "acrossAllTeamMembers": "Em todos os membros da equipe",
-  "clearSearch": "Limpar pesquisa",
+  "basedOnWorkingSchedule": "Baseado no horário de trabalho",
-  "selectedProjects": "Projetos Selecionados",
+  "optimal": "Ótimo",
-  "projectsSelected": "projetos selecionados",
+  "underUtilized": "Sub-utilizado",
-  "showSelected": "Mostrar Apenas Selecionados",
+  "overUtilized": "Super-utilizado",
-  "expandAll": "Expandir Tudo",
+  "overCapacity": "Acima da capacidade",
-  "collapseAll": "Recolher Tudo",
+  "underCapacity": "Abaixo da capacidade",
-  "ungrouped": "Não Agrupado"
+  "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');
+import fs from 'fs';
-const path = require('path');
+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

@@ -7,7 +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 { IGroupedProjectsViewModel } from '@/types/project/groupedProjectsViewModel.types';
+import { ITaskPhase } from '@/types/tasks/taskPhase.types';
 
 const rootUrl = `${API_BASE_URL}/projects`;
 
@@ -33,23 +33,6 @@ export const projectsApiService = {
     return response.data;
   },
 
-  getGroupedProjects: async (
-    index: number,
-    size: number,
-    field: string | null,
-    order: string | null,
-    search: string | null,
-    groupBy: string,
-    filter: number | null = null,
-    statuses: string | null = null,
-    categories: string | null = null
-  ): Promise<IServerResponse<IGroupedProjectsViewModel>> => {
-    const s = encodeURIComponent(search || '');
-    const url = `${rootUrl}/grouped${toQueryString({ index, size, field, order, search: s, groupBy, filter, statuses, categories })}`;
-    const response = await apiClient.get<IServerResponse<IGroupedProjectsViewModel>>(`${url}`);
-    return response.data;
-  },
-
   getProject: async (id: string): Promise<IServerResponse<IProjectViewModel>> => {
     const url = `${rootUrl}/${id}`;
     const response = await apiClient.get<IServerResponse<IProjectViewModel>>(`${url}`);
@@ -138,5 +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

@@ -69,15 +69,15 @@ 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';
 
-import projectViewReducer from '@features/project/project-view-slice';
-
 export const store = configureStore({
   middleware: getDefaultMiddleware =>
     getDefaultMiddleware({
@@ -116,8 +116,6 @@ export const store = configureStore({
     boardReducer: boardReducer,
     projectDrawerReducer: projectDrawerReducer,
 
-    projectViewReducer: projectViewReducer,
-
     // Project Lookups
     projectCategoriesReducer: projectCategoriesReducer,
     projectStatusesReducer: projectStatusesReducer,
@@ -159,6 +157,9 @@ export const store = configureStore({
     roadmapReducer: roadmapReducer,
     groupByFilterDropdownReducer: groupByFilterDropdownReducer,
     timeReportsOverviewReducer: timeReportsOverviewReducer,
+    financeReducer: financeReducer,
+    projectFinanceRateCard: projectFinanceRateCardReducer,
+    projectFinances: projectFinancesReducer,
   },
 });
 

worklenz-frontend/src/components/admin-center/billing/account-storage/account-storage.tsx

@@ -68,7 +68,7 @@ const AccountStorage = ({ themeMode }: IAccountStorageProps) => {
       <div style={{ display: 'flex', alignItems: 'center' }}>
         <div style={{ padding: '0 16px' }}>
           <Progress
-            percent={billingInfo?.used_percent ?? 0}
+            percent={billingInfo?.usedPercentage ?? 0}
             type="circle"
             format={percent => <span style={{ fontSize: '13px' }}>{percent}% Used</span>}
           />

worklenz-frontend/src/components/admin-center/billing/current-bill.tsx

@@ -1,17 +1,21 @@
-import { Card, Col, Row, Tooltip, Typography } from 'antd';
+import { Button, Card, Col, Modal, Row, Tooltip, Typography } from 'antd';
 import React, { useEffect } from 'react';
 import './current-bill.css';
 import { InfoCircleTwoTone } from '@ant-design/icons';
 import ChargesTable from './billing-tables/charges-table';
 import InvoicesTable from './billing-tables/invoices-table';
-
+import UpgradePlansLKR from './drawers/upgrade-plans-lkr/upgrade-plans-lkr';
+import UpgradePlans from './drawers/upgrade-plans/upgrade-plans';
 import { useAppSelector } from '@/hooks/useAppSelector';
 import { useAppDispatch } from '@/hooks/useAppDispatch';
 import { useMediaQuery } from 'react-responsive';
 import { useTranslation } from 'react-i18next';
-
+import {
+  toggleDrawer,
+  toggleUpgradeModal,
+} from '@/features/admin-center/billing/billing.slice';
 import { fetchBillingInfo, fetchFreePlanSettings } from '@/features/admin-center/admin-center.slice';
-
+import RedeemCodeDrawer from './drawers/redeem-code-drawer/redeem-code-drawer';
 import CurrentPlanDetails from './current-plan-details/current-plan-details';
 import AccountStorage from './account-storage/account-storage';
 import { useAuthService } from '@/hooks/useAuth';
@@ -21,7 +25,9 @@ const CurrentBill: React.FC = () => {
   const dispatch = useAppDispatch();
   const { t } = useTranslation('admin-center/current-bill');
   const themeMode = useAppSelector(state => state.themeReducer.mode);
+  const { isUpgradeModalOpen } = useAppSelector(state => state.adminCenterReducer);
   const isTablet = useMediaQuery({ query: '(min-width: 1025px)' });
+  const browserTimeZone = Intl.DateTimeFormat().resolvedOptions().timeZone;
   const currentSession = useAuthService().getCurrentSession();
 
   useEffect(() => {
@@ -40,7 +46,42 @@ const CurrentBill: React.FC = () => {
   const renderMobileView = () => (
     <div>
       <Col span={24}>
-        <CurrentPlanDetails />
+        <Card
+          style={{ height: '100%' }}
+          title={<span style={titleStyle}>{t('currentPlanDetails')}</span>}
+          extra={
+            <div style={{ marginTop: '8px', marginRight: '8px' }}>
+              <Button type="primary" onClick={() => dispatch(toggleUpgradeModal())}>
+                {t('upgradePlan')}
+              </Button>
+              <Modal
+                open={isUpgradeModalOpen}
+                onCancel={() => dispatch(toggleUpgradeModal())}
+                width={1000}
+                centered
+                okButtonProps={{ hidden: true }}
+                cancelButtonProps={{ hidden: true }}
+              >
+                {browserTimeZone === 'Asia/Colombo' ? <UpgradePlansLKR /> : <UpgradePlans />}
+              </Modal>
+            </div>
+          }
+        >
+          <div style={{ display: 'flex', flexDirection: 'column', width: '50%', padding: '0 12px' }}>
+            <div style={{ marginBottom: '14px' }}>
+              <Typography.Text style={{ fontWeight: 700 }}>{t('cardBodyText01')}</Typography.Text>
+              <Typography.Text>{t('cardBodyText02')}</Typography.Text>
+            </div>
+            <Button
+              type="link"
+              style={{ margin: 0, padding: 0, width: '90px' }}
+              onClick={() => dispatch(toggleDrawer())}
+            >
+              {t('redeemCode')}
+            </Button>
+            <RedeemCodeDrawer />
+          </div>
+        </Card>
       </Col>
 
       <Col span={24} style={{ marginTop: '1.5rem' }}>

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

@@ -1,28 +1,23 @@
 import { Avatar, Tooltip } from 'antd';
-import React, { useCallback, useMemo } from 'react';
 import { InlineMember } from '@/types/teamMembers/inlineMember.types';
 
 interface AvatarsProps {
   members: InlineMember[];
   maxCount?: number;
+  allowClickThrough?: boolean;
 }
 
-const Avatars: React.FC<AvatarsProps> = React.memo(({ members, maxCount }) => {
+const renderAvatar = (member: InlineMember, index: number, allowClickThrough: boolean = false) => (
-  const stopPropagation = useCallback((e: React.MouseEvent) => {
-    e.stopPropagation();
-  }, []);
-
-  const renderAvatar = useCallback((member: InlineMember, index: number) => (
   <Tooltip
     key={member.team_member_id || index}
     title={member.end && member.names ? member.names.join(', ') : member.name}
   >
     {member.avatar_url ? (
-        <span onClick={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={stopPropagation}>
+      <span onClick={allowClickThrough ? undefined : (e: React.MouseEvent) => e.stopPropagation()}>
         <Avatar
           size={28}
           key={member.team_member_id || index}
@@ -36,25 +31,17 @@ const Avatars: React.FC<AvatarsProps> = React.memo(({ members, maxCount }) => {
       </span>
     )}
   </Tooltip>
-  ), [stopPropagation]);
+);
-
-  const visibleMembers = useMemo(() => {
-    return maxCount ? members.slice(0, maxCount) : members;
-  }, [members, maxCount]);
-
-  const avatarElements = useMemo(() => {
-    return visibleMembers.map((member, index) => renderAvatar(member, index));
-  }, [visibleMembers, renderAvatar]);
 
+const Avatars: React.FC<AvatarsProps> = ({ members, maxCount, allowClickThrough = false }) => {
+  const visibleMembers = maxCount ? members.slice(0, maxCount) : members;
   return (
-    <div onClick={stopPropagation}>
+    <div onClick={allowClickThrough ? undefined : (e: React.MouseEvent) => e.stopPropagation()}>
       <Avatar.Group>
-        {avatarElements}
+        {visibleMembers.map((member, index) => renderAvatar(member, index, allowClickThrough))}
       </Avatar.Group>
     </div>
   );
-});
+};
-
-Avatars.displayName = 'Avatars';
 
 export default Avatars;

worklenz-frontend/src/components/board/taskCard/priority-section/priority-section.css

@@ -1,19 +0,0 @@
-.priority-dropdown .ant-dropdown-menu {
-  padding: 0 !important;
-  margin-top: 8px !important;
-  overflow: hidden;
-}
-
-.priority-dropdown .ant-dropdown-menu-item {
-  padding: 0 !important;
-}
-
-.priority-dropdown-card .ant-card-body {
-  padding: 0 !important;
-}
-
-.priority-menu .ant-menu-item {
-  display: flex;
-  align-items: center;
-  height: 32px;
-}

worklenz-frontend/src/components/board/taskCard/priority-section/priority-section.tsx

@@ -1,60 +0,0 @@
-import { Flex, Typography } from 'antd';
-import './priority-section.css';
-import { useAppSelector } from '@/hooks/useAppSelector';
-import { useState, useEffect, useMemo } from 'react';
-import { IProjectTask } from '@/types/project/projectTasksViewModel.types';
-import { ITaskPriority } from '@/types/tasks/taskPriority.types';
-import { DoubleLeftOutlined, MinusOutlined, PauseOutlined } from '@ant-design/icons';
-
-type PrioritySectionProps = {
-  task: IProjectTask;
-};
-
-const PrioritySection = ({ task }: PrioritySectionProps) => {
-  const [selectedPriority, setSelectedPriority] = useState<ITaskPriority | undefined>(undefined);
-  const priorityList = useAppSelector(state => state.priorityReducer.priorities);
-  const themeMode = useAppSelector(state => state.themeReducer.mode);
-
-  // Update selectedPriority whenever task.priority or priorityList changes
-  useEffect(() => {
-    if (!task.priority || !priorityList.length) {
-      setSelectedPriority(undefined);
-      return;
-    }
-
-    const foundPriority = priorityList.find(priority => priority.id === task.priority);
-    setSelectedPriority(foundPriority);
-  }, [task.priority, priorityList]);
-
-  const priorityIcon = useMemo(() => {
-    if (!selectedPriority) return null;
-
-    const iconProps = {
-      style: {
-        color: themeMode === 'dark' ? selectedPriority.color_code_dark : selectedPriority.color_code,
-        marginRight: '0.25rem',
-      },
-    };
-
-    switch (selectedPriority.name) {
-      case 'Low':
-        return <MinusOutlined {...iconProps} />;
-      case 'Medium':
-        return <PauseOutlined {...iconProps} style={{ ...iconProps.style, transform: 'rotate(90deg)' }} />;
-      case 'High':
-        return <DoubleLeftOutlined {...iconProps} style={{ ...iconProps.style, transform: 'rotate(90deg)' }} />;
-      default:
-        return null;
-    }
-  }, [selectedPriority, themeMode]);
-
-  if (!task.priority || !selectedPriority) return null;
-
-  return (
-    <Flex gap={4}>
-      {priorityIcon}
-    </Flex>
-  );
-};
-
-export default PrioritySection;

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/home-tasks/statusDropdown/home-tasks-status-dropdown.tsx

@@ -23,7 +23,7 @@ const HomeTasksStatusDropdown = ({ task, teamId }: HomeTasksStatusDropdownProps)
   const {
       refetch
     } = useGetMyTasksQuery(homeTasksConfig, {
-    skip: false, // Ensure this query runs
+      skip: true // Skip automatic queries entirely
     });
 
   const [selectedStatus, setSelectedStatus] = useState<ITaskStatus | undefined>(undefined);

worklenz-frontend/src/components/home-tasks/taskDatePicker/home-tasks-date-picker.tsx

@@ -23,7 +23,7 @@ const HomeTasksDatePicker = ({ record }: HomeTasksDatePickerProps) => {
     const { t } = useTranslation('home');
     const { homeTasksConfig } = useAppSelector(state => state.homePageReducer);
     const { refetch } = useGetMyTasksQuery(homeTasksConfig, {
-        skip: false
+        skip: true // Skip automatic queries entirely
     });
     
     // Use useMemo to avoid re-renders when record.end_date is the same

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-list/TableColumns.tsx

@@ -0,0 +1,132 @@
+import { useAppDispatch } from '@/hooks/useAppDispatch';
+import { useAuthService } from '@/hooks/useAuth';
+import { IProjectViewModel } from '@/types/project/projectViewModel.types';
+import { InlineMember } from '@/types/teamMembers/inlineMember.types';
+import { ColumnsType } from 'antd/es/table';
+import { ColumnFilterItem } from 'antd/es/table/interface';
+import { useMemo } from 'react';
+import { useTranslation } from 'react-i18next';
+import { NavigateFunction } from 'react-router-dom';
+import Avatars from '../avatars/avatars';
+import { ActionButtons } from './project-list-table/project-list-actions/project-list-actions';
+import { CategoryCell } from './project-list-table/project-list-category/project-list-category';
+import { ProgressListProgress } from './project-list-table/project-list-progress/progress-list-progress';
+import { ProjectListUpdatedAt } from './project-list-table/project-list-updated-at/project-list-updated';
+import { ProjectNameCell } from './project-list-table/project-name/project-name-cell';
+import { useAppSelector } from '@/hooks/useAppSelector';
+import { ProjectRateCell } from './project-list-table/project-list-favorite/project-rate-cell';
+
+const createFilters = (items: { id: string; name: string }[]) =>
+  items.map(item => ({ text: item.name, value: item.id })) as ColumnFilterItem[];
+
+interface ITableColumnsProps {
+  navigate: NavigateFunction;
+  filteredInfo: any;
+}
+
+const TableColumns = ({
+  navigate,
+  filteredInfo,
+}: ITableColumnsProps): ColumnsType<IProjectViewModel> => {
+  const { t } = useTranslation('all-project-list');
+  const dispatch = useAppDispatch();
+  const isOwnerOrAdmin = useAuthService().isOwnerOrAdmin();
+
+  const { projectStatuses } = useAppSelector(state => state.projectStatusesReducer);
+  const { projectCategories } = useAppSelector(state => state.projectCategoriesReducer);
+  const { filteredCategories, filteredStatuses } = useAppSelector(
+    state => state.projectsReducer
+  );
+  const columns = useMemo(
+    () => [
+      {
+        title: '',
+        dataIndex: 'favorite',
+        key: 'favorite',
+        render: (text: string, record: IProjectViewModel) => (
+          <ProjectRateCell key={record.id} t={t} record={record} />
+        ),
+      },
+      {
+        title: t('name'),
+        dataIndex: 'name',
+        key: 'name',
+        sorter: true,
+        showSorterTooltip: false,
+        defaultSortOrder: 'ascend',
+        render: (text: string, record: IProjectViewModel) => (
+          <ProjectNameCell navigate={navigate} key={record.id} t={t} record={record} />
+        ),
+      },
+      {
+        title: t('client'),
+        dataIndex: 'client_name',
+        key: 'client_name',
+        sorter: true,
+        showSorterTooltip: false,
+      },
+      {
+        title: t('category'),
+        dataIndex: 'category',
+        key: 'category_id',
+        filters: createFilters(
+          projectCategories.map(category => ({ id: category.id || '', name: category.name || '' }))
+        ),
+        filteredValue: filteredInfo.category_id || filteredCategories || [],
+        filterMultiple: true,
+        render: (text: string, record: IProjectViewModel) => (
+          <CategoryCell key={record.id} t={t} record={record} />
+        ),
+        sorter: true,
+      },
+      {
+        title: t('status'),
+        dataIndex: 'status',
+        key: 'status_id',
+        filters: createFilters(
+          projectStatuses.map(status => ({ id: status.id || '', name: status.name || '' }))
+        ),
+        filteredValue: filteredInfo.status_id || [],
+        filterMultiple: true,
+        sorter: true,
+      },
+      {
+        title: t('tasksProgress'),
+        dataIndex: 'tasksProgress',
+        key: 'tasksProgress',
+        render: (_: string, record: IProjectViewModel) => <ProgressListProgress record={record} />,
+      },
+      {
+        title: t('updated_at'),
+        dataIndex: 'updated_at',
+        key: 'updated_at',
+        sorter: true,
+        showSorterTooltip: false,
+        render: (_: string, record: IProjectViewModel) => <ProjectListUpdatedAt record={record} />,
+      },
+      {
+        title: t('members'),
+        dataIndex: 'names',
+        key: 'members',
+        render: (members: InlineMember[]) => <Avatars members={members} />,
+      },
+      {
+        title: '',
+        key: 'button',
+        dataIndex: '',
+        render: (record: IProjectViewModel) => (
+          <ActionButtons
+            t={t}
+            record={record}
+            dispatch={dispatch}
+            isOwnerOrAdmin={isOwnerOrAdmin}
+          />
+        ),
+      },
+    ],
+    [t, projectCategories, projectStatuses, filteredInfo, filteredCategories, filteredStatuses]
+  );
+  return columns as ColumnsType<IProjectViewModel>;
+};
+
+export default TableColumns;

worklenz-frontend/src/components/project-list/project-group/project-group-list.tsx

@@ -1,563 +0,0 @@
-import React, { useMemo } from 'react';
-import { 
-  Card, 
-  Col, 
-  Empty, 
-  Row, 
-  Skeleton, 
-  Typography, 
-  Progress, 
-  Tooltip, 
-  Badge, 
-  Space,
-  Avatar,
-  theme,
-  Divider
-} from 'antd';
-import { 
-  ClockCircleOutlined, 
-  TeamOutlined, 
-  CheckCircleOutlined,
-  ProjectOutlined,
-  UserOutlined,
-  SettingOutlined,
-  InboxOutlined,
-  MoreOutlined
-} from '@ant-design/icons';
-import { ProjectGroupListProps } from '@/types/project/project.types';
-import { useAppSelector } from '@/hooks/useAppSelector';
-import { useAppDispatch } from '@/hooks/useAppDispatch';
-import { themeWiseColor } from '@/utils/themeWiseColor';
-import { 
-  fetchProjectData, 
-  setProjectId, 
-  toggleProjectDrawer 
-} from '@/features/project/project-drawer.slice';
-import { 
-  toggleArchiveProject, 
-  toggleArchiveProjectForAll 
-} from '@/features/projects/projectsSlice';
-import { useAuthService } from '@/hooks/useAuth';
-import { useMixpanelTracking } from '@/hooks/useMixpanelTracking';
-import { 
-  evt_projects_settings_click, 
-  evt_projects_archive, 
-  evt_projects_archive_all 
-} from '@/shared/worklenz-analytics-events';
-import logger from '@/utils/errorLogger';
-
-const { Title, Text } = Typography;
-
-const ProjectGroupList: React.FC<ProjectGroupListProps> = ({
-  groups,
-  navigate,
-  onProjectSelect,
-  loading,
-  t
-}) => {
-  const { token } = theme.useToken();
-  const themeMode = useAppSelector(state => state.themeReducer.mode);
-  const dispatch = useAppDispatch();
-  const isOwnerOrAdmin = useAuthService().isOwnerOrAdmin();
-  const { trackMixpanelEvent } = useMixpanelTracking();
-
-  // Theme-aware color utilities
-  const getThemeAwareColor = (lightColor: string, darkColor: string) => {
-    return themeWiseColor(lightColor, darkColor, themeMode);
-  };
-
-  // Enhanced color processing for better contrast
-  const processColor = (color: string | undefined, fallback?: string) => {
-    if (!color) return fallback || token.colorPrimary;
-    
-    if (color.startsWith('#')) {
-      if (themeMode === 'dark') {
-        const hex = color.replace('#', '');
-        const r = parseInt(hex.substr(0, 2), 16);
-        const g = parseInt(hex.substr(2, 2), 16);
-        const b = parseInt(hex.substr(4, 2), 16);
-        
-        const brightness = (r * 299 + g * 587 + b * 114) / 1000;
-        
-        if (brightness < 100) {
-          const factor = 1.5;
-          const newR = Math.min(255, Math.floor(r * factor));
-          const newG = Math.min(255, Math.floor(g * factor));
-          const newB = Math.min(255, Math.floor(b * factor));
-          return `#${newR.toString(16).padStart(2, '0')}${newG.toString(16).padStart(2, '0')}${newB.toString(16).padStart(2, '0')}`;
-        }
-      } else {
-        const hex = color.replace('#', '');
-        const r = parseInt(hex.substr(0, 2), 16);
-        const g = parseInt(hex.substr(2, 2), 16);
-        const b = parseInt(hex.substr(4, 2), 16);
-        
-        const brightness = (r * 299 + g * 587 + b * 114) / 1000;
-        
-        if (brightness > 200) {
-          const factor = 0.7;
-          const newR = Math.floor(r * factor);
-          const newG = Math.floor(g * factor);
-          const newB = Math.floor(b * factor);
-          return `#${newR.toString(16).padStart(2, '0')}${newG.toString(16).padStart(2, '0')}${newB.toString(16).padStart(2, '0')}`;
-        }
-      }
-    }
-    
-    return color;
-  };
-
-  // Action handlers
-  const handleSettingsClick = (e: React.MouseEvent, projectId: string) => {
-    e.stopPropagation();
-    trackMixpanelEvent(evt_projects_settings_click);
-    dispatch(setProjectId(projectId));
-    dispatch(fetchProjectData(projectId));
-    dispatch(toggleProjectDrawer());
-  };
-
-  const handleArchiveClick = async (e: React.MouseEvent, projectId: string, isArchived: boolean) => {
-    e.stopPropagation();
-    try {
-      if (isOwnerOrAdmin) {
-        trackMixpanelEvent(evt_projects_archive_all);
-        await dispatch(toggleArchiveProjectForAll(projectId));
-      } else {
-        trackMixpanelEvent(evt_projects_archive);
-        await dispatch(toggleArchiveProject(projectId));
-      }
-    } catch (error) {
-      logger.error('Failed to archive project:', error);
-    }
-  };
-
-  // Memoized styles for better performance
-  const styles = useMemo(() => ({
-    container: {
-      padding: '0',
-      background: 'transparent',
-    },
-         groupSection: {
-       marginBottom: '24px',
-       background: 'transparent',
-     },
-         groupHeader: {
-       background: getThemeAwareColor(
-         `linear-gradient(135deg, ${token.colorFillAlter} 0%, ${token.colorFillTertiary} 100%)`,
-         `linear-gradient(135deg, ${token.colorFillQuaternary} 0%, ${token.colorFillSecondary} 100%)`
-       ),
-       borderRadius: token.borderRadius,
-       padding: '12px 16px',
-       marginBottom: '12px',
-       border: `1px solid ${getThemeAwareColor(token.colorBorderSecondary, token.colorBorder)}`,
-       boxShadow: getThemeAwareColor(
-         '0 1px 4px rgba(0, 0, 0, 0.06)',
-         '0 1px 4px rgba(0, 0, 0, 0.15)'
-       ),
-       transition: 'all 0.3s cubic-bezier(0.4, 0, 0.2, 1)',
-     },
-     groupTitle: {
-       margin: 0,
-       color: getThemeAwareColor(token.colorText, token.colorTextBase),
-       fontSize: '16px',
-       fontWeight: 600,
-       letterSpacing: '-0.01em',
-     },
-     groupMeta: {
-       color: getThemeAwareColor(token.colorTextSecondary, token.colorTextTertiary),
-       fontSize: '12px',
-       marginTop: '2px',
-     },
-         projectCard: {
-       height: '100%',
-       borderRadius: token.borderRadius,
-       border: `1px solid ${getThemeAwareColor(token.colorBorderSecondary, token.colorBorder)}`,
-       boxShadow: getThemeAwareColor(
-         '0 1px 4px rgba(0, 0, 0, 0.04)',
-         '0 1px 4px rgba(0, 0, 0, 0.12)'
-       ),
-       transition: 'all 0.3s cubic-bezier(0.4, 0, 0.2, 1)',
-       cursor: 'pointer',
-       overflow: 'hidden',
-       background: getThemeAwareColor(token.colorBgContainer, token.colorBgElevated),
-     },
-     projectCardHover: {
-       transform: 'translateY(-2px)',
-       boxShadow: getThemeAwareColor(
-         '0 4px 12px rgba(0, 0, 0, 0.08)',
-         '0 4px 12px rgba(0, 0, 0, 0.20)'
-       ),
-       borderColor: getThemeAwareColor(token.colorPrimary, token.colorPrimaryActive),
-     },
-     statusBar: {
-       height: '3px',
-       background: 'linear-gradient(90deg, transparent 0%, currentColor 100%)',
-       borderRadius: '0 0 2px 2px',
-     },
-     projectContent: {
-       padding: '12px',
-       height: '100%',
-       display: 'flex',
-       flexDirection: 'column' as const,
-       minHeight: '200px', // Ensure minimum height for consistent card sizes
-     },
-     projectTitle: {
-       margin: '0 0 6px 0',
-       color: getThemeAwareColor(token.colorText, token.colorTextBase),
-       fontSize: '14px',
-       fontWeight: 600,
-       lineHeight: 1.3,
-     },
-     clientName: {
-       color: getThemeAwareColor(token.colorTextSecondary, token.colorTextTertiary),
-       fontSize: '12px',
-       marginBottom: '8px',
-       display: 'flex',
-       alignItems: 'center',
-       gap: '4px',
-     },
-     progressSection: {
-       marginBottom: '10px',
-       // Remove flex: 1 to prevent it from taking all available space
-     },
-     progressLabel: {
-       fontSize: '10px',
-       color: getThemeAwareColor(token.colorTextTertiary, token.colorTextQuaternary),
-       marginBottom: '4px',
-       fontWeight: 500,
-       textTransform: 'uppercase' as const,
-       letterSpacing: '0.3px',
-     },
-     metaGrid: {
-       display: 'grid',
-       gridTemplateColumns: 'repeat(2, 1fr)',
-       gap: '8px',
-       marginTop: 'auto', // This pushes the meta section to the bottom
-       paddingTop: '10px',
-       borderTop: `1px solid ${getThemeAwareColor(token.colorBorderSecondary, token.colorBorder)}`,
-       flexShrink: 0, // Prevent the meta section from shrinking
-     },
-     metaItem: {
-       display: 'flex',
-       flexDirection: 'row' as const,
-       alignItems: 'center',
-       gap: '8px',
-       padding: '8px 12px',
-       borderRadius: token.borderRadiusSM,
-       background: getThemeAwareColor(token.colorFillAlter, token.colorFillQuaternary),
-       transition: 'all 0.2s ease',
-     },
-     metaContent: {
-       display: 'flex',
-       flexDirection: 'column' as const,
-       gap: '1px',
-       flex: 1,
-     },
-     metaIcon: {
-       fontSize: '12px',
-       color: getThemeAwareColor(token.colorPrimary, token.colorPrimaryActive),
-     },
-     metaValue: {
-       fontSize: '11px',
-       fontWeight: 600,
-       color: getThemeAwareColor(token.colorText, token.colorTextBase),
-       lineHeight: 1,
-     },
-     metaLabel: {
-       fontSize: '9px',
-       color: getThemeAwareColor(token.colorTextTertiary, token.colorTextQuaternary),
-       lineHeight: 1,
-       textTransform: 'uppercase' as const,
-       letterSpacing: '0.2px',
-     },
-     actionButtons: {
-       position: 'absolute' as const,
-       top: '8px',
-       right: '8px',
-       display: 'flex',
-       gap: '4px',
-       opacity: 0,
-       transition: 'opacity 0.2s ease',
-     },
-     actionButton: {
-       width: '24px',
-       height: '24px',
-       borderRadius: '4px',
-       border: 'none',
-       background: getThemeAwareColor('rgba(255,255,255,0.9)', 'rgba(0,0,0,0.7)'),
-       color: getThemeAwareColor(token.colorTextSecondary, token.colorTextTertiary),
-       cursor: 'pointer',
-       display: 'flex',
-       alignItems: 'center',
-       justifyContent: 'center',
-       fontSize: '12px',
-       transition: 'all 0.2s ease',
-       backdropFilter: 'blur(4px)',
-       '&:hover': {
-         background: getThemeAwareColor(token.colorPrimary, token.colorPrimaryActive),
-         color: getThemeAwareColor('#fff', token.colorTextLightSolid),
-         transform: 'scale(1.1)',
-       }
-     },
-    emptyState: {
-      padding: '60px 20px',
-      textAlign: 'center' as const,
-      background: getThemeAwareColor(token.colorFillAlter, token.colorFillQuaternary),
-      borderRadius: token.borderRadiusLG,
-      border: `2px dashed ${getThemeAwareColor(token.colorBorderSecondary, token.colorBorder)}`,
-    },
-    loadingContainer: {
-      padding: '40px 20px',
-    }
-  }), [token, themeMode, getThemeAwareColor]);
-
-  // Early return for loading state
-  if (loading) {
-    return (
-      <div style={styles.loadingContainer}>
-        <Skeleton active paragraph={{ rows: 6 }} />
-      </div>
-    );
-  }
-
-  // Early return for empty state
-  if (groups.length === 0) {
-    return (
-      <div style={styles.emptyState}>
-        <Empty 
-          image={<ProjectOutlined style={{ fontSize: '48px', color: token.colorTextTertiary }} />}
-          description={
-            <div>
-              <Text style={{ fontSize: '16px', color: token.colorTextSecondary }}>
-                {t('noProjects')}
-              </Text>
-              <br />
-              <Text style={{ fontSize: '14px', color: token.colorTextTertiary }}>
-                Create your first project to get started
-              </Text>
-            </div>
-          }
-        />
-      </div>
-    );
-  }
-
-     const renderProjectCard = (project: any) => {
-     const projectColor = processColor(project.color_code, token.colorPrimary);
-     const statusColor = processColor(project.status_color, token.colorPrimary);
-     const progress = project.progress || 0;
-     const completedTasks = project.completed_tasks_count || 0;
-     const totalTasks = project.all_tasks_count || 0;
-     const membersCount = project.members_count || 0;
-
-    return (
-      <Col key={project.id} xs={24} sm={12} md={8} lg={6} xl={4}>
-        <Card
-          style={{ ...styles.projectCard, position: 'relative' }}
-          onMouseEnter={(e) => {
-            Object.assign(e.currentTarget.style, styles.projectCardHover);
-            const actionButtons = e.currentTarget.querySelector('.action-buttons') as HTMLElement;
-            if (actionButtons) {
-              actionButtons.style.opacity = '1';
-            }
-          }}
-          onMouseLeave={(e) => {
-            Object.assign(e.currentTarget.style, styles.projectCard);
-            const actionButtons = e.currentTarget.querySelector('.action-buttons') as HTMLElement;
-            if (actionButtons) {
-              actionButtons.style.opacity = '0';
-            }
-          }}
-          onClick={() => onProjectSelect(project.id || '')}
-          bodyStyle={{ padding: 0 }}
-        >
-          {/* Action buttons */}
-          <div className="action-buttons" style={styles.actionButtons}>
-            <Tooltip title={t('setting')}>
-              <button
-                style={styles.actionButton}
-                onClick={(e) => handleSettingsClick(e, project.id)}
-                onMouseEnter={(e) => {
-                  Object.assign(e.currentTarget.style, {
-                    background: getThemeAwareColor(token.colorPrimary, token.colorPrimaryActive),
-                    color: getThemeAwareColor('#fff', token.colorTextLightSolid),
-                    transform: 'scale(1.1)',
-                  });
-                }}
-                onMouseLeave={(e) => {
-                  Object.assign(e.currentTarget.style, {
-                    background: getThemeAwareColor('rgba(255,255,255,0.9)', 'rgba(0,0,0,0.7)'),
-                    color: getThemeAwareColor(token.colorTextSecondary, token.colorTextTertiary),
-                    transform: 'scale(1)',
-                  });
-                }}
-              >
-                <SettingOutlined />
-              </button>
-            </Tooltip>
-            <Tooltip title={project.archived ? t('unarchive') : t('archive')}>
-              <button
-                style={styles.actionButton}
-                onClick={(e) => handleArchiveClick(e, project.id, project.archived)}
-                onMouseEnter={(e) => {
-                  Object.assign(e.currentTarget.style, {
-                    background: getThemeAwareColor(token.colorPrimary, token.colorPrimaryActive),
-                    color: getThemeAwareColor('#fff', token.colorTextLightSolid),
-                    transform: 'scale(1.1)',
-                  });
-                }}
-                onMouseLeave={(e) => {
-                  Object.assign(e.currentTarget.style, {
-                    background: getThemeAwareColor('rgba(255,255,255,0.9)', 'rgba(0,0,0,0.7)'),
-                    color: getThemeAwareColor(token.colorTextSecondary, token.colorTextTertiary),
-                    transform: 'scale(1)',
-                  });
-                }}
-              >
-                <InboxOutlined />
-              </button>
-            </Tooltip>
-          </div>
-                     {/* Project color indicator bar */}
-           <div 
-             style={{
-               ...styles.statusBar,
-               color: projectColor,
-             }}
-           />
-          
-          <div style={styles.projectContent}>
-            {/* Project title */}
-            <Title level={5} ellipsis={{ rows: 2, tooltip: project.name }} style={styles.projectTitle}>
-              {project.name}
-            </Title>
-            
-            {/* Client name */}
-            {project.client_name && (
-              <div style={styles.clientName}>
-                <UserOutlined />
-                <Text ellipsis style={{ color: 'inherit' }}>
-                  {project.client_name}
-                </Text>
-              </div>
-            )}
-            
-            {/* Progress section */}
-            <div style={styles.progressSection}>
-              <div style={styles.progressLabel}>
-                Progress
-              </div>
-                             <Progress 
-                 percent={progress} 
-                 size="small"
-                 strokeColor={{
-                   '0%': projectColor,
-                   '100%': statusColor,
-                 }}
-                 trailColor={getThemeAwareColor(token.colorFillSecondary, token.colorFillTertiary)}
-                 strokeWidth={4}
-                 showInfo={false}
-               />
-               <Text style={{ 
-                 fontSize: '10px', 
-                 color: getThemeAwareColor(token.colorTextSecondary, token.colorTextTertiary),
-                 marginTop: '2px',
-                 display: 'block'
-               }}>
-                 {progress}%
-               </Text>
-            </div>
-            
-            {/* Meta information grid */}
-            <div style={styles.metaGrid}>
-              <Tooltip title="Tasks completed">
-                <div style={styles.metaItem}>
-                  <CheckCircleOutlined style={styles.metaIcon} />
-                  <div style={styles.metaContent}>
-                    <span style={styles.metaValue}>{completedTasks}/{totalTasks}</span>
-                    <span style={styles.metaLabel}>Tasks</span>
-                  </div>
-                </div>
-              </Tooltip>
-              
-              <Tooltip title="Team members">
-                <div style={styles.metaItem}>
-                  <TeamOutlined style={styles.metaIcon} />
-                  <div style={styles.metaContent}>
-                    <span style={styles.metaValue}>{membersCount}</span>
-                    <span style={styles.metaLabel}>Members</span>
-                  </div>
-                </div>
-              </Tooltip>
-            </div>
-          </div>
-        </Card>
-      </Col>
-    );
-  };
-
-  return (
-    <div style={styles.container}>
-      {groups.map((group, groupIndex) => (
-        <div key={group.groupKey} style={styles.groupSection}>
-          {/* Enhanced group header */}
-          <div style={styles.groupHeader}>
-            <Space align="center" style={{ width: '100%', justifyContent: 'space-between' }}>
-              <Space align="center">
-                {group.groupColor && (
-                  <div style={{ 
-                    width: '16px', 
-                    height: '16px', 
-                    borderRadius: '50%', 
-                    backgroundColor: processColor(group.groupColor),
-                    flexShrink: 0,
-                    border: `2px solid ${getThemeAwareColor('rgba(255,255,255,0.8)', 'rgba(0,0,0,0.3)')}`
-                  }} />
-                )}
-                <div>
-                  <Title level={4} style={styles.groupTitle}>
-                    {group.groupName}
-                  </Title>
-                  <div style={styles.groupMeta}>
-                    {group.projects.length} {group.projects.length === 1 ? 'project' : 'projects'}
-                  </div>
-                </div>
-              </Space>
-              
-              <Badge 
-                count={group.projects.length} 
-                style={{ 
-                  backgroundColor: processColor(group.groupColor, token.colorPrimary),
-                  color: getThemeAwareColor('#fff', token.colorTextLightSolid),
-                  fontWeight: 600,
-                  fontSize: '12px',
-                  minWidth: '24px',
-                  height: '24px',
-                  lineHeight: '22px',
-                  borderRadius: '12px',
-                  border: `2px solid ${getThemeAwareColor(token.colorBgContainer, token.colorBgElevated)}`
-                }}
-              />
-            </Space>
-          </div>
-          
-          {/* Projects grid */}
-          <Row gutter={[16, 16]}>
-            {group.projects.map(renderProjectCard)}
-          </Row>
-          
-          {/* Add spacing between groups except for the last one */}
-          {groupIndex < groups.length - 1 && (
-            <Divider style={{ 
-              margin: '32px 0 0 0',
-              borderColor: getThemeAwareColor(token.colorBorderSecondary, token.colorBorder),
-              opacity: 0.5
-            }} />
-          )}
-        </div>
-      ))}
-    </div>
-  );
-};
-
-export default ProjectGroupList;

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/project-task-filters/filter-dropdowns/labels-filter-dropdown.tsx

@@ -11,7 +11,7 @@ import List from 'antd/es/list';
 import Space from 'antd/es/space';
 import { useSearchParams } from 'react-router-dom';
 
-import { useMemo, useRef, useState, useEffect } from 'react';
+import { useMemo, useRef, useState } from 'react';
 import { useAppSelector } from '@/hooks/useAppSelector';
 import { colors } from '@/styles/colors';
 import { useTranslation } from 'react-i18next';
@@ -36,13 +36,6 @@ const LabelsFilterDropdown = () => {
   const tab = searchParams.get('tab');
   const projectView = tab === 'tasks-list' ? 'list' : 'kanban';
 
-  // Fetch labels when component mounts or projectId changes
-  useEffect(() => {
-    if (projectId) {
-      dispatch(fetchLabelsByProject(projectId));
-    }
-  }, [dispatch, projectId]);
-
   const filteredLabelData = useMemo(() => {
     if (projectView === 'list') {
       return labels.filter(label => label.name?.toLowerCase().includes(searchQuery.toLowerCase()));
@@ -88,6 +81,9 @@ const LabelsFilterDropdown = () => {
       setTimeout(() => {
         labelInputRef.current?.focus();
       }, 0);
+      if (projectView === 'kanban') {
+        dispatch(setBoardLabels(labels));
+      }
     }
   };