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

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

docs/api/task-breakdown-api.md

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+# 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. 

docs/recurring-tasks-user-guide.md

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+# Recurring Tasks: User Guide
+
+## What Are Recurring Tasks?
+Recurring tasks are tasks that repeat automatically on a schedule you choose. This helps you save time and ensures important work is never forgotten. For example, you can set up a recurring task for weekly team meetings, monthly reports, or daily check-ins.
+
+## Why Use Recurring Tasks?
+- **Save time:** No need to create the same task over and over.
+- **Stay organized:** Tasks appear automatically when needed.
+- **Never miss a deadline:** Tasks are created on time, every time.
+
+## How to Set Up a Recurring Task
+1. Go to the tasks section in your workspace.
+2. Choose to create a new task and look for the option to make it recurring.
+3. Fill in the task details (name, description, assignees, etc.).
+4. Select your preferred schedule (see options below).
+5. Save the task. It will now be created automatically based on your chosen schedule.
+
+## Schedule Options
+You can choose how often your task repeats. Here are the available options:
+
+- **Daily:** The task is created every day.
+- **Weekly:** The task is created once a week. You can pick one or more days (e.g., every Monday and Thursday).
+- **Monthly:** The task is created once a month. You have two options:
+  - **On a specific date:** Choose a date from 1 to 28 (limited to 28 to ensure consistency across all months)
+  - **On a specific day:** Choose a week (first, second, third, fourth, or last) and a day of the week
+- **Every X Days:** The task is created every specified number of days (e.g., every 3 days)
+- **Every X Weeks:** The task is created every specified number of weeks (e.g., every 2 weeks)
+- **Every X Months:** The task is created every specified number of months (e.g., every 3 months)
+
+### Examples
+- "Send team update" every Friday (weekly)
+- "Submit expense report" on the 15th of each month (monthly, specific date)
+- "Monthly team meeting" on the first Monday of each month (monthly, specific day)
+- "Check backups" every day (daily)
+- "Review project status" every Monday and Thursday (weekly, multiple days)
+- "Quarterly report" every 3 months (every X months)
+
+## Future Task Creation
+The system automatically creates tasks up to a certain point in the future to ensure timely scheduling:
+
+- **Daily Tasks:** Created up to 7 days in advance
+- **Weekly Tasks:** Created up to 2 weeks in advance
+- **Monthly Tasks:** Created up to 2 months in advance
+- **Every X Days/Weeks/Months:** Created up to 2 intervals in advance
+
+This ensures that:
+- You always have upcoming tasks visible in your schedule
+- Tasks are created at appropriate intervals
+- The system maintains a reasonable number of future tasks
+
+## Tips
+- You can edit or stop a recurring task at any time.
+- Assign team members and labels to recurring tasks for better organization.
+- Check your task list regularly to see newly created recurring tasks.
+- For monthly tasks, dates are limited to 1-28 to ensure the task occurs on the same date every month.
+- Tasks are created automatically within the future limit window - you don't need to manually create them.
+- If you need to see tasks further in the future, they will be created automatically as the current tasks are completed.
+
+## Need Help?
+If you have questions or need help setting up recurring tasks, contact your workspace admin or support team.

docs/recurring-tasks.md

@@ -0,0 +1,104 @@
+# Recurring Tasks Cron Job Documentation
+
+## Overview
+The recurring tasks cron job automates the creation of tasks based on predefined templates and schedules. It ensures that tasks are generated at the correct intervals without manual intervention, supporting efficient project management and timely task assignment.
+
+## Purpose
+- Automatically create tasks according to recurring schedules defined in the database.
+- Prevent duplicate task creation for the same schedule and date.
+- Assign team members and labels to newly created tasks as specified in the template.
+
+## Scheduling Logic
+- The cron job is scheduled using the [cron](https://www.npmjs.com/package/cron) package.
+- The schedule is defined by a cron expression (e.g., `*/2 * * * *` for every 2 minutes, or `0 11 */1 * 1-5` for 11:00 UTC on weekdays).
+- On each tick, the job:
+  1. Fetches all recurring task templates and their schedules.
+  2. Determines the next occurrence for each template using `calculateNextEndDate`.
+  3. Checks if a task for the next occurrence already exists.
+  4. Creates a new task if it does not exist and the next occurrence is within the allowed future window.
+
+## Future Limit Logic
+The system implements different future limits based on the schedule type to maintain an appropriate number of future tasks:
+
+```typescript
+const FUTURE_LIMITS = {
+  daily: moment.duration(7, 'days'),
+  weekly: moment.duration(2, 'weeks'),
+  monthly: moment.duration(2, 'months'),
+  every_x_days: (interval: number) => moment.duration(interval * 2, 'days'),
+  every_x_weeks: (interval: number) => moment.duration(interval * 2, 'weeks'),
+  every_x_months: (interval: number) => moment.duration(interval * 2, 'months')
+};
+```
+
+### Implementation Details
+- **Base Calculation:**
+  ```typescript
+  const futureLimit = moment(template.last_checked_at || template.created_at)
+    .add(getFutureLimit(schedule.schedule_type, schedule.interval), 'days');
+  ```
+
+- **Task Creation Rules:**
+  1. Only create tasks if the next occurrence is before the future limit
+  2. Skip creation if a task already exists for that date
+  3. Update `last_checked_at` after processing
+
+- **Benefits:**
+  - Prevents excessive task creation
+  - Maintains system performance
+  - Ensures timely task visibility
+  - Allows for schedule modifications
+
+## Date Handling
+- **Monthly Tasks:**
+  - Dates are limited to 1-28 to ensure consistency across all months
+  - This prevents issues with months having different numbers of days
+  - No special handling needed for February or months with 30/31 days
+- **Weekly Tasks:**
+  - Supports multiple days of the week (0-6, where 0 is Sunday)
+  - Tasks are created for each selected day
+- **Interval-based Tasks:**
+  - Every X days/weeks/months from the last task's end date
+  - Minimum interval is 1 day/week/month
+  - No maximum limit, but tasks are only created up to the future limit
+
+## Database Interactions
+- **Templates and Schedules:**
+  - Templates are stored in `task_recurring_templates`.
+  - Schedules are stored in `task_recurring_schedules`.
+  - The job joins these tables to get all necessary data for task creation.
+- **Task Creation:**
+  - Uses a stored procedure `create_quick_task` to insert new tasks.
+  - Assigns team members and labels by calling appropriate functions/controllers.
+- **State Tracking:**
+  - Updates `last_checked_at` and `last_created_task_end_date` in the schedule after processing.
+  - Maintains future limits based on schedule type.
+
+## Task Creation Process
+1. **Fetch Templates:** Retrieve all templates and their associated schedules.
+2. **Determine Next Occurrence:** Use the last task's end date or the schedule's creation date to calculate the next due date.
+3. **Check for Existing Task:** Ensure no duplicate task is created for the same schedule and date.
+4. **Create Task:**
+   - Insert the new task using the template's data.
+   - Assign team members and labels as specified.
+5. **Update Schedule:** Record the last checked and created dates for accurate future runs.
+
+## Configuration & Extension Points
+- **Cron Expression:** Modify the `TIME` constant in the code to change the schedule.
+- **Task Template Structure:** Extend the template or schedule interfaces to support additional fields.
+- **Task Creation Logic:** Customize the task creation process or add new assignment/labeling logic as needed.
+- **Future Window:** Adjust the future limits by modifying the `FUTURE_LIMITS` configuration.
+
+## Error Handling
+- Errors are logged using the `log_error` utility.
+- The job continues processing other templates even if one fails.
+- Failed task creations are not retried automatically.
+
+## References
+- Source: `src/cron_jobs/recurring-tasks.ts`
+- Utilities: `src/shared/utils.ts`
+- Database: `src/config/db.ts`
+- Controllers: `src/controllers/tasks-controller.ts`
+
+---
+For further customization or troubleshooting, refer to the source code and update the documentation as needed.

docs/task-progress-guide-for-users.md

@@ -0,0 +1,223 @@
+# WorkLenz Task Progress Guide for Users
+
+## Introduction
+WorkLenz offers three different ways to track and calculate task progress, each designed for different project management needs. This guide explains how each method works and when to use them.
+
+## Default Progress Method
+
+WorkLenz uses a simple completion-based approach as the default progress calculation method. This method is applied when no special progress methods are enabled.
+
+### Example
+
+If you have a parent task with four subtasks and two of the subtasks are marked complete:
+- Parent task: Not done
+- 2 subtasks: Done
+- 2 subtasks: Not done
+
+The parent task will show as 40% complete (2 completed out of 5 total tasks).
+
+## Available Progress Tracking Methods
+
+WorkLenz provides these progress tracking methods:
+
+1. **Manual Progress** - Directly input progress percentages for tasks
+2. **Weighted Progress** - Assign importance levels (weights) to tasks
+3. **Time-based Progress** - Calculate progress based on estimated time
+
+Only one method can be enabled at a time for a project. If none are enabled, progress will be calculated based on task completion status.
+
+## How to Select a Progress Method
+
+1. Open the project drawer by clicking on the project settings icon or creating a new project
+2. In the project settings, find the "Progress Calculation Method" section
+3. Select your preferred method
+4. Save your changes
+
+## Manual Progress Method
+
+### How It Works
+
+- You directly enter progress percentages (0-100%) for tasks without subtasks
+- Parent task progress is calculated as the average of all subtask progress values
+- Progress is updated in real-time as you adjust values
+
+### When to Use Manual Progress
+
+- For creative or subjective work where completion can't be measured objectively
+- When task progress doesn't follow a linear path
+- For projects where team members need flexibility in reporting progress
+
+### Example
+
+If you have a parent task with three subtasks:
+- Subtask A: 30% complete
+- Subtask B: 60% complete  
+- Subtask C: 90% complete
+
+The parent task will show as 60% complete (average of 30%, 60%, and 90%).
+
+## Weighted Progress Method
+
+### How It Works
+
+- You assign "weight" values to tasks to indicate their importance
+- More important tasks have higher weights and influence the overall progress more
+- You still enter manual progress percentages for tasks without subtasks
+- Parent task progress is calculated using a weighted average
+
+### When to Use Weighted Progress
+
+- When some tasks are more important or time-consuming than others
+- For projects where all tasks aren't equal
+- When you want key deliverables to have more impact on overall progress
+
+### Example
+
+If you have a parent task with three subtasks:
+- Subtask A: 50% complete, Weight 60% (important task)
+- Subtask B: 75% complete, Weight 20% (less important task)
+- Subtask C: 25% complete, Weight 100% (critical task)
+
+The parent task will be approximately 39% complete, with Subtask C having the greatest impact due to its higher weight.
+
+### Important Notes About Weights
+
+- Default weight is 100% if not specified
+- Weights range from 0% to 100%
+- Setting a weight to 0% removes that task from progress calculations
+- Only explicitly set weights for tasks that should have different importance
+- Weights are only relevant for subtasks, not for independent tasks
+
+### Detailed Weighted Progress Calculation Example
+
+To understand how weighted progress works with different weight values, consider this example:
+
+For a parent task with two subtasks:
+- Subtask A: 80% complete, Weight 50%
+- Subtask B: 40% complete, Weight 100%
+
+The calculation works as follows:
+
+1. Each subtask's contribution is: (weight × progress) ÷ (sum of all weights)
+2. For Subtask A: (50 × 80%) ÷ (50 + 100) = 26.7% 
+3. For Subtask B: (100 × 40%) ÷ (50 + 100) = 26.7%
+4. Total parent progress: 26.7% + 26.7% = 53.3%
+
+The parent task would be approximately 53% complete.
+
+This shows how the subtask with twice the weight (Subtask B) has twice the influence on the overall progress calculation, even though it has a lower completion percentage.
+
+## Time-based Progress Method
+
+### How It Works
+
+- Use the task's time estimate as its "weight" in the progress calculation
+- You still enter manual progress percentages for tasks without subtasks
+- Tasks with longer time estimates have more influence on overall progress
+- Parent task progress is calculated based on time-weighted averages
+
+### When to Use Time-based Progress
+
+- For projects with well-defined time estimates
+- When task importance correlates with its duration
+- For billing or time-tracking focused projects
+- When you already maintain accurate time estimates
+
+### Example
+
+If you have a parent task with three subtasks:
+- Subtask A: 40% complete, Estimated Time 2.5 hours
+- Subtask B: 80% complete, Estimated Time 1 hour
+- Subtask C: 10% complete, Estimated Time 4 hours
+
+The parent task will be approximately 29% complete, with the lengthy Subtask C pulling down the overall progress despite Subtask B being mostly complete.
+
+### Important Notes About Time Estimates
+
+- Tasks without time estimates don't influence progress calculations
+- Time is converted to minutes internally (a 2-hour task = 120 minutes)
+- Setting a time estimate to 0 removes that task from progress calculations
+- Time estimates serve dual purposes: scheduling/resource planning and progress weighting
+
+### Detailed Time-based Progress Calculation Example
+
+To understand how time-based progress works with different time estimates, consider this example:
+
+For a parent task with three subtasks:
+- Subtask A: 40% complete, Estimated Time 2.5 hours
+- Subtask B: 80% complete, Estimated Time 1 hour
+- Subtask C: 10% complete, Estimated Time 4 hours
+
+The calculation works as follows:
+
+1. Convert hours to minutes: A = 150 min, B = 60 min, C = 240 min
+2. Total estimated time: 150 + 60 + 240 = 450 minutes
+3. Each subtask's contribution is: (time estimate × progress) ÷ (total time)
+4. For Subtask A: (150 × 40%) ÷ 450 = 13.3%
+5. For Subtask B: (60 × 80%) ÷ 450 = 10.7%
+6. For Subtask C: (240 × 10%) ÷ 450 = 5.3%
+7. Total parent progress: 13.3% + 10.7% + 5.3% = 29.3%
+
+The parent task would be approximately 29% complete.
+
+This demonstrates how tasks with longer time estimates (like Subtask C) have more influence on the overall progress calculation. Even though Subtask B is 80% complete, its shorter time estimate means it contributes less to the overall progress than the partially-completed but longer Subtask A.
+
+### How It Works
+
+- Tasks are either 0% (not done) or 100% (done)
+- Parent task progress = (completed tasks / total tasks) × 100%
+- Both the parent task and all subtasks count in this calculation
+
+### When to Use Default Progress
+
+- For simple projects with clear task completion criteria
+- When binary task status (done/not done) is sufficient
+- For teams new to project management who want simplicity
+
+### Example
+
+If you have a parent task with four subtasks and two of the subtasks are marked complete:
+- Parent task: Not done
+- 2 subtasks: Done
+- 2 subtasks: Not done
+
+The parent task will show as 40% complete (2 completed out of 5 total tasks).
+
+## Best Practices
+
+1. **Choose the Right Method for Your Project**
+   - Consider your team's workflow and reporting needs
+   - Match the method to your project's complexity
+
+2. **Be Consistent**
+   - Stick with one method throughout the project
+   - Changing methods mid-project can cause confusion
+
+3. **For Manual Progress**
+   - Update progress regularly
+   - Establish guidelines for progress reporting
+
+4. **For Weighted Progress**
+   - Assign weights based on objective criteria
+   - Don't overuse extreme weights
+
+5. **For Time-based Progress**
+   - Keep time estimates accurate and up to date
+   - Consider using time tracking to validate estimates
+
+## Frequently Asked Questions
+
+**Q: Can I change the progress method mid-project?**
+A: Yes, but it may cause progress values to change significantly. It's best to select a method at the project start.
+
+**Q: What happens to task progress when I mark a task complete?**
+A: When a task is marked complete, its progress automatically becomes 100%, regardless of the progress method.
+
+**Q: How do I enter progress for a task?**
+A: Open the task drawer, go to the Info tab, and use the progress slider for tasks without subtasks.
+
+**Q: Can different projects use different progress methods?**
+A: Yes, each project can have its own progress method.
+
+**Q: What if I don't see progress fields in my task drawer?**
+A: Progress input is only visible for tasks without subtasks. Parent tasks' progress is automatically calculated.

docs/task-progress-methods.md

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+# Task Progress Tracking Methods in WorkLenz
+
+## Overview
+WorkLenz supports three different methods for tracking task progress, each suitable for different project management approaches:
+
+1. **Manual Progress** - Direct input of progress percentages
+2. **Weighted Progress** - Tasks have weights that affect overall progress calculation
+3. **Time-based Progress** - Progress calculated based on estimated time vs. time spent
+
+These modes can be selected when creating or editing a project in the project drawer. Only one progress method can be enabled at a time. If none of these methods are enabled, progress will be calculated based on task completion status as described in the "Default Progress Tracking" section below.
+
+## 1. Manual Progress Mode
+
+This mode allows direct input of progress percentages for individual tasks without subtasks.
+
+**Implementation:**
+- Enabled by setting `use_manual_progress` to true in the project settings
+- Progress is updated through the `on-update-task-progress.ts` socket event handler
+- The UI shows a manual progress input slider in the task drawer for tasks without subtasks
+- Updates the database with `progress_value` and sets `manual_progress` flag to true
+
+**Calculation Logic:**
+- For tasks without subtasks: Uses the manually set progress value
+- For parent tasks: Calculates the average of all subtask progress values
+- Subtask progress comes from either manual values or completion status (0% or 100%)
+
+**Code Example:**
+```typescript
+// Manual progress update via socket.io
+socket?.emit(SocketEvents.UPDATE_TASK_PROGRESS.toString(), JSON.stringify({
+  task_id: task.id,
+  progress_value: value,
+  parent_task_id: task.parent_task_id
+}));
+```
+
+## 2. Weighted Progress Mode
+
+This mode allows assigning different weights to subtasks to reflect their relative importance in the overall task or project progress.
+
+**Implementation:**
+- Enabled by setting `use_weighted_progress` to true in the project settings
+- Weights are updated through the `on-update-task-weight.ts` socket event handler
+- The UI shows a weight input for subtasks in the task drawer
+- Manual progress input is still required for tasks without subtasks
+- Default weight is 100 if not specified
+- Weight values range from 0 to 100%
+
+**Calculation Logic:**
+- For tasks without subtasks: Uses the manually entered progress value
+- Progress is calculated using a weighted average: `SUM(progress_value * weight) / SUM(weight)`
+- This gives more influence to tasks with higher weights
+- A parent task's progress is the weighted average of its subtasks' progress values
+
+**Code Example:**
+```typescript
+// Weight update via socket.io
+socket?.emit(SocketEvents.UPDATE_TASK_WEIGHT.toString(), JSON.stringify({
+  task_id: task.id,
+  weight: value,
+  parent_task_id: task.parent_task_id
+}));
+```
+
+## 3. Time-based Progress Mode
+
+This mode calculates progress based on estimated time vs. actual time spent.
+
+**Implementation:**
+- Enabled by setting `use_time_progress` to true in the project settings
+- Uses task time estimates (hours and minutes) for calculation
+- Manual progress input is still required for tasks without subtasks
+- No separate socket handler needed as it's calculated automatically
+
+**Calculation Logic:**
+- For tasks without subtasks: Uses the manually entered progress value
+- Progress is calculated using time as the weight: `SUM(progress_value * estimated_minutes) / SUM(estimated_minutes)`
+- For tasks with time tracking, estimated vs. actual time can be factored in
+- Parent task progress is weighted by the estimated time of each subtask
+
+**SQL Example:**
+```sql
+WITH subtask_progress AS (
+    SELECT 
+        CASE 
+            WHEN manual_progress IS TRUE AND progress_value IS NOT NULL THEN 
+                progress_value
+            ELSE
+                CASE 
+                    WHEN EXISTS(
+                        SELECT 1
+                        FROM tasks_with_status_view
+                        WHERE tasks_with_status_view.task_id = t.id
+                        AND is_done IS TRUE
+                    ) THEN 100
+                    ELSE 0
+                END
+        END AS progress_value,
+        COALESCE(total_hours * 60 + total_minutes, 0) AS estimated_minutes
+    FROM tasks t
+    WHERE t.parent_task_id = _task_id
+    AND t.archived IS FALSE
+)
+SELECT COALESCE(
+    SUM(progress_value * estimated_minutes) / NULLIF(SUM(estimated_minutes), 0),
+    0
+)
+FROM subtask_progress
+INTO _ratio;
+```
+
+## Default Progress Tracking (when no special mode is selected)
+
+If no specific progress mode is enabled, the system falls back to a traditional completion-based calculation:
+
+**Implementation:**
+- Default mode when all three special modes are disabled
+- Based on task completion status only
+
+**Calculation Logic:**
+- For tasks without subtasks: 0% if not done, 100% if done
+- For parent tasks: `(completed_tasks / total_tasks) * 100`
+- Counts both the parent and all subtasks in the calculation
+
+**SQL Example:**
+```sql
+-- Traditional calculation based on completion status
+SELECT (CASE
+            WHEN EXISTS(SELECT 1
+                        FROM tasks_with_status_view
+                        WHERE tasks_with_status_view.task_id = _task_id
+                          AND is_done IS TRUE) THEN 1
+            ELSE 0 END)
+INTO _parent_task_done;
+            
+SELECT COUNT(*)
+FROM tasks_with_status_view
+WHERE parent_task_id = _task_id
+  AND is_done IS TRUE
+INTO _sub_tasks_done;
+            
+_total_completed = _parent_task_done + _sub_tasks_done;
+_total_tasks = _sub_tasks_count + 1; -- +1 for the parent task
+            
+IF _total_tasks = 0 THEN
+    _ratio = 0;
+ELSE
+    _ratio = (_total_completed / _total_tasks) * 100;
+END IF;
+```
+
+## Technical Implementation Details
+
+The progress calculation logic is implemented in PostgreSQL functions, primarily in the `get_task_complete_ratio` function. Progress updates flow through the system as follows:
+
+1. **User Action**: User updates task progress or weight in the UI
+2. **Socket Event**: Client emits socket event (UPDATE_TASK_PROGRESS or UPDATE_TASK_WEIGHT)
+3. **Server Handler**: Server processes the event in the respective handler function
+4. **Database Update**: Progress/weight value is updated in the database
+5. **Recalculation**: If needed, parent task progress is recalculated
+6. **Broadcast**: Changes are broadcast to all clients in the project room
+7. **UI Update**: Client UI updates to reflect the new progress values
+
+This architecture allows for real-time updates and consistent progress calculation across all clients.
+
+## Manual Progress Input Implementation
+
+Regardless of which progress tracking method is selected for a project, tasks without subtasks (leaf tasks) require manual progress input. This section details how manual progress input is implemented and used across all progress tracking methods.
+
+### UI Component
+
+The manual progress input component is implemented in `worklenz-frontend/src/components/task-drawer/shared/info-tab/details/task-drawer-progress/task-drawer-progress.tsx` and includes:
+
+1. **Progress Slider**: A slider UI control that allows users to set progress values from 0% to 100%
+2. **Progress Input Field**: A numeric input field that accepts direct entry of progress percentage
+3. **Progress Display**: Visual representation of the current progress value
+
+The component is conditionally rendered in the task drawer for tasks that don't have subtasks.
+
+**Usage Across Progress Methods:**
+- In **Manual Progress Mode**: Only the progress slider/input is shown
+- In **Weighted Progress Mode**: Both the progress slider/input and weight input are shown
+- In **Time-based Progress Mode**: The progress slider/input is shown alongside time estimate fields
+
+### Progress Update Flow
+
+When a user updates a task's progress manually, the following process occurs:
+
+1. **User Input**: User adjusts the progress slider or enters a value in the input field
+2. **UI Event Handler**: The UI component captures the change event and validates the input
+3. **Socket Event Emission**: The component emits a `UPDATE_TASK_PROGRESS` socket event with:
+   ```typescript
+   {
+     task_id: task.id,
+     progress_value: value, // The new progress value (0-100)
+     parent_task_id: task.parent_task_id // For recalculation
+   }
+   ```
+4. **Server Processing**: The socket event handler on the server:
+   - Updates the task's `progress_value` in the database
+   - Sets the `manual_progress` flag to true
+   - Triggers recalculation of parent task progress
+
+### Progress Calculation Across Methods
+
+The calculation of progress differs based on the active progress method:
+
+1. **For Leaf Tasks (no subtasks)** in all methods:
+   - Progress is always the manually entered value (`progress_value`)
+   - If the task is marked as completed, progress is automatically set to 100%
+
+2. **For Parent Tasks**:
+   - **Manual Progress Mode**: Simple average of all subtask progress values
+   - **Weighted Progress Mode**: Weighted average where each subtask's progress is multiplied by its weight
+   - **Time-based Progress Mode**: Weighted average where each subtask's progress is multiplied by its estimated time
+   - **Default Mode**: Percentage of completed tasks (including parent) vs. total tasks
+
+### Detailed Calculation for Weighted Progress Method
+
+In Weighted Progress mode, both the manual progress input and weight assignment are critical components:
+
+1. **Manual Progress Input**:
+   - For leaf tasks (without subtasks), users must manually input progress percentages (0-100%)
+   - If a leaf task is marked as complete, its progress is automatically set to 100%
+   - If a leaf task's progress is not manually set, it defaults to 0% (or 100% if completed)
+
+2. **Weight Assignment**:
+   - Each task can be assigned a weight value between 0-100% (default 100% if not specified)
+   - Higher weight values give tasks more influence in parent task progress calculations
+   - A weight of 0% means the task doesn't contribute to the parent's progress calculation
+
+3. **Parent Task Calculation**:
+   The weighted progress formula is:
+   ```
+   ParentProgress = ∑(SubtaskProgress * SubtaskWeight) / ∑(SubtaskWeight)
+   ```
+
+   **Example Calculation**:
+   Consider a parent task with three subtasks:
+   - Subtask A: Progress 50%, Weight 60%
+   - Subtask B: Progress 75%, Weight 20%
+   - Subtask C: Progress 25%, Weight 100%
+
+   Calculation:
+   ```
+   ParentProgress = ((50 * 60) + (75 * 20) + (25 * 100)) / (60 + 20 + 100)
+   ParentProgress = (3000 + 1500 + 2500) / 180
+   ParentProgress = 7000 / 180
+   ParentProgress = 38.89%
+   ```
+
+   Notice that Subtask C, despite having the lowest progress, has a significant impact on the parent task progress due to its higher weight.
+
+4. **Zero Weight Handling**:
+   Tasks with zero weight are excluded from the calculation:
+   - Subtask A: Progress 40%, Weight 50%
+   - Subtask B: Progress 80%, Weight 0%
+
+   Calculation:
+   ```
+   ParentProgress = ((40 * 50) + (80 * 0)) / (50 + 0)
+   ParentProgress = 2000 / 50
+   ParentProgress = 40%
+   ```
+
+   In this case, only Subtask A influences the parent task progress because Subtask B has a weight of 0%.
+   
+5. **Default Weight Behavior**:
+   When weights aren't explicitly assigned to some tasks:
+   - Subtask A: Progress 30%, Weight 60% (explicitly set)
+   - Subtask B: Progress 70%, Weight not set (defaults to 100%)
+   - Subtask C: Progress 90%, Weight not set (defaults to 100%)
+
+   Calculation:
+   ```
+   ParentProgress = ((30 * 60) + (70 * 100) + (90 * 100)) / (60 + 100 + 100)
+   ParentProgress = (1800 + 7000 + 9000) / 260
+   ParentProgress = 17800 / 260
+   ParentProgress = 68.46%
+   ```
+
+   Note that Subtasks B and C have more influence than Subtask A because they have higher default weights.
+
+6. **All Zero Weights Edge Case**:
+   If all subtasks have zero weight, the progress is calculated as 0%:
+   ```
+   ParentProgress = SUM(progress_value * 0) / SUM(0) = 0 / 0 = undefined
+   ```
+   
+   The SQL implementation handles this with `NULLIF` and `COALESCE` to return 0% in this case.
+
+4. **Actual SQL Implementation**:
+   The database function implements the weighted calculation as follows:
+   ```sql
+   WITH subtask_progress AS (
+       SELECT 
+           CASE 
+               -- If subtask has manual progress, use that value
+               WHEN manual_progress IS TRUE AND progress_value IS NOT NULL THEN 
+                   progress_value
+               -- Otherwise use completion status (0 or 100)
+               ELSE
+                   CASE 
+                       WHEN EXISTS(
+                           SELECT 1
+                           FROM tasks_with_status_view
+                           WHERE tasks_with_status_view.task_id = t.id
+                           AND is_done IS TRUE
+                       ) THEN 100
+                       ELSE 0
+                   END
+           END AS progress_value,
+           COALESCE(weight, 100) AS weight
+       FROM tasks t
+       WHERE t.parent_task_id = _task_id
+       AND t.archived IS FALSE
+   )
+   SELECT COALESCE(
+       SUM(progress_value * weight) / NULLIF(SUM(weight), 0),
+       0
+   )
+   FROM subtask_progress
+   INTO _ratio;
+   ```
+
+   This SQL implementation:
+   - Gets all non-archived subtasks of the parent task
+   - For each subtask, determines its progress value:
+     - If manual progress is set, uses that value
+     - Otherwise, uses 100% if the task is done or 0% if not done
+   - Uses COALESCE to default weight to 100 if not specified
+   - Calculates the weighted average, handling the case where sum of weights might be zero
+   - Returns 0 if there are no subtasks with weights
+
+### Detailed Calculation for Time-based Progress Method
+
+In Time-based Progress mode, the task's estimated time serves as its weight in progress calculations:
+
+1. **Manual Progress Input**:
+   - As with weighted progress, leaf tasks require manual progress input
+   - Progress is entered as a percentage (0-100%)
+   - Completed tasks are automatically set to 100% progress
+
+2. **Time Estimation**:
+   - Each task has an estimated time in hours and minutes
+   - These values are stored in `total_hours` and `total_minutes` fields
+   - Time estimates effectively function as weights in progress calculations
+   - Tasks with longer estimated durations have more influence on parent task progress
+   - Tasks with zero or no time estimate don't contribute to the parent's progress calculation
+
+3. **Parent Task Calculation**:
+   The time-based progress formula is:
+   ```
+   ParentProgress = ∑(SubtaskProgress * SubtaskEstimatedMinutes) / ∑(SubtaskEstimatedMinutes)
+   ```
+   where `SubtaskEstimatedMinutes = (SubtaskHours * 60) + SubtaskMinutes`
+
+   **Example Calculation**:
+   Consider a parent task with three subtasks:
+   - Subtask A: Progress 40%, Estimated Time 2h 30m (150 minutes)
+   - Subtask B: Progress 80%, Estimated Time 1h (60 minutes)
+   - Subtask C: Progress 10%, Estimated Time 4h (240 minutes)
+
+   Calculation:
+   ```
+   ParentProgress = ((40 * 150) + (80 * 60) + (10 * 240)) / (150 + 60 + 240)
+   ParentProgress = (6000 + 4800 + 2400) / 450
+   ParentProgress = 13200 / 450
+   ParentProgress = 29.33%
+   ```
+
+   Note how Subtask C, with its large time estimate, significantly pulls down the overall progress despite Subtask B being mostly complete.
+
+4. **Zero Time Estimate Handling**:
+   Tasks with zero time estimate are excluded from the calculation:
+   - Subtask A: Progress 40%, Estimated Time 3h (180 minutes)
+   - Subtask B: Progress 80%, Estimated Time 0h (0 minutes)
+
+   Calculation:
+   ```
+   ParentProgress = ((40 * 180) + (80 * 0)) / (180 + 0)
+   ParentProgress = 7200 / 180
+   ParentProgress = 40%
+   ```
+
+   In this case, only Subtask A influences the parent task progress because Subtask B has no time estimate.
+
+5. **All Zero Time Estimates Edge Case**:
+   If all subtasks have zero time estimates, the progress is calculated as 0%:
+   ```
+   ParentProgress = SUM(progress_value * 0) / SUM(0) = 0 / 0 = undefined
+   ```
+   
+   The SQL implementation handles this with `NULLIF` and `COALESCE` to return 0% in this case.
+
+6. **Actual SQL Implementation**:
+   The SQL function for this calculation first converts hours to minutes for consistent measurement:
+   ```sql
+   WITH subtask_progress AS (
+       SELECT 
+           CASE 
+               -- If subtask has manual progress, use that value
+               WHEN manual_progress IS TRUE AND progress_value IS NOT NULL THEN 
+                   progress_value
+               -- Otherwise use completion status (0 or 100)
+               ELSE
+                   CASE 
+                       WHEN EXISTS(
+                           SELECT 1
+                           FROM tasks_with_status_view
+                           WHERE tasks_with_status_view.task_id = t.id
+                           AND is_done IS TRUE
+                       ) THEN 100
+                       ELSE 0
+                   END
+           END AS progress_value,
+           COALESCE(total_hours * 60 + total_minutes, 0) AS estimated_minutes
+       FROM tasks t
+       WHERE t.parent_task_id = _task_id
+       AND t.archived IS FALSE
+   )
+   SELECT COALESCE(
+       SUM(progress_value * estimated_minutes) / NULLIF(SUM(estimated_minutes), 0),
+       0
+   )
+   FROM subtask_progress
+   INTO _ratio;
+   ```
+
+   This implementation:
+   - Gets all non-archived subtasks of the parent task
+   - Determines each subtask's progress value (manual or completion-based)
+   - Calculates total minutes by converting hours to minutes and adding them together
+   - Uses COALESCE to treat NULL time estimates as 0 minutes
+   - Uses NULLIF to handle cases where all time estimates are zero
+   - Returns 0% progress if there are no subtasks with time estimates
+
+### Common Implementation Considerations
+
+For both weighted and time-based progress calculation:
+
+1. **Null Handling**:
+   - Tasks with NULL progress values are treated as 0% progress (unless completed)
+   - Tasks with NULL weights default to 100 in weighted mode
+   - Tasks with NULL time estimates are treated as 0 minutes in time-based mode
+
+2. **Progress Propagation**:
+   - When a leaf task's progress changes, all ancestor tasks are recalculated
+   - Progress updates are propagated through socket events to all connected clients
+   - The recalculation happens server-side to ensure consistency
+
+3. **Edge Cases**:
+   - If all subtasks have zero weight/time, the system falls back to a simple average
+   - If a parent task has no subtasks, its own manual progress value is used
+   - If a task is archived, it's excluded from parent task calculations
+
+### Database Implementation
+
+The manual progress value is stored in the `tasks` table with these relevant fields:
+
+```sql
+tasks (
+  -- other fields
+  progress_value FLOAT, -- The manually entered progress value (0-100)
+  manual_progress BOOLEAN, -- Flag indicating if progress was manually set
+  weight INTEGER DEFAULT 100, -- For weighted progress calculation
+  total_hours INTEGER, -- For time-based progress calculation
+  total_minutes INTEGER -- For time-based progress calculation
+)
+```
+
+### Integration with Parent Task Calculation
+
+When a subtask's progress is updated manually, the parent task's progress is automatically recalculated based on the active progress method:
+
+```typescript
+// Pseudocode for parent task recalculation
+function recalculateParentTaskProgress(taskId, parentTaskId) {
+  if (!parentTaskId) return;
+  
+  // Get project settings to determine active progress method
+  const project = getProjectByTaskId(taskId);
+  
+  if (project.use_manual_progress) {
+    // Calculate average of all subtask progress values
+    updateParentProgress(parentTaskId, calculateAverageProgress(parentTaskId));
+  } 
+  else if (project.use_weighted_progress) {
+    // Calculate weighted average using subtask weights
+    updateParentProgress(parentTaskId, calculateWeightedProgress(parentTaskId));
+  }
+  else if (project.use_time_progress) {
+    // Calculate weighted average using time estimates
+    updateParentProgress(parentTaskId, calculateTimeBasedProgress(parentTaskId));
+  }
+  else {
+    // Default: Calculate based on task completion
+    updateParentProgress(parentTaskId, calculateCompletionBasedProgress(parentTaskId));
+  }
+  
+  // If this parent has a parent, continue recalculation up the tree
+  const grandparentId = getParentTaskId(parentTaskId);
+  if (grandparentId) {
+    recalculateParentTaskProgress(parentTaskId, grandparentId);
+  }
+}
+```
+
+This recursive approach ensures that changes to any task's progress are properly propagated up the task hierarchy.
+
+## Associated Files and Components
+
+### Backend Files
+
+1. **Socket Event Handlers**:
+   - `worklenz-backend/src/socket.io/commands/on-update-task-progress.ts` - Handles manual progress updates
+   - `worklenz-backend/src/socket.io/commands/on-update-task-weight.ts` - Handles task weight updates
+
+2. **Database Functions**:
+   - `worklenz-backend/database/migrations/20250423000000-subtask-manual-progress.sql` - Contains the `get_task_complete_ratio` function that calculates progress based on the selected method
+   - Functions that support project creation/updates with progress mode settings:
+     - `create_project`
+     - `update_project`
+
+3. **Controllers**:
+   - `worklenz-backend/src/controllers/project-workload/workload-gannt-base.ts` - Contains the `calculateTaskCompleteRatio` method
+   - `worklenz-backend/src/controllers/projects-controller.ts` - Handles project-level progress calculations
+
+### Frontend Files
+
+1. **Project Configuration**:
+   - `worklenz-frontend/src/components/projects/project-drawer/project-drawer.tsx` - Contains UI for selecting progress method when creating/editing projects
+
+2. **Progress Visualization Components**:
+   - `worklenz-frontend/src/components/project-list/project-list-table/project-list-progress/progress-list-progress.tsx` - Displays project progress
+   - `worklenz-frontend/src/pages/projects/project-view-1/taskList/taskListTable/taskListTableCells/TaskProgress.tsx` - Displays task progress
+   - `worklenz-frontend/src/pages/projects/projectView/taskList/task-list-table/task-list-table-cells/task-list-progress-cell/task-list-progress-cell.tsx` - Alternative task progress cell
+
+3. **Progress Input Components**:
+   - `worklenz-frontend/src/components/task-drawer/shared/info-tab/details/task-drawer-progress/task-drawer-progress.tsx` - Component for inputting task progress/weight
+
+## Choosing the Right Progress Method
+
+Each progress method is suitable for different types of projects:
+
+- **Manual Progress**: Best for creative work where progress is subjective
+- **Weighted Progress**: Ideal for projects where some tasks are more significant than others
+- **Time-based Progress**: Perfect for projects where time estimates are reliable and important
+
+Project managers can choose the appropriate method when creating or editing a project in the project drawer, based on their team's workflow and project requirements. 

task-progress-methods.md

@@ -0,0 +1,244 @@
+# Task Progress Tracking Methods in WorkLenz
+
+## Overview
+WorkLenz supports three different methods for tracking task progress, each suitable for different project management approaches:
+
+1. **Manual Progress** - Direct input of progress percentages
+2. **Weighted Progress** - Tasks have weights that affect overall progress calculation
+3. **Time-based Progress** - Progress calculated based on estimated time vs. time spent
+
+These modes can be selected when creating or editing a project in the project drawer.
+
+## 1. Manual Progress Mode
+
+This mode allows direct input of progress percentages for individual tasks without subtasks.
+
+**Implementation:**
+- Enabled by setting `use_manual_progress` to true in the project settings
+- Progress is updated through the `on-update-task-progress.ts` socket event handler
+- The UI shows a manual progress input slider in the task drawer for tasks without subtasks
+- Updates the database with `progress_value` and sets `manual_progress` flag to true
+
+**Calculation Logic:**
+- For tasks without subtasks: Uses the manually set progress value
+- For parent tasks: Calculates the average of all subtask progress values
+- Subtask progress comes from either manual values or completion status (0% or 100%)
+
+**Code Example:**
+```typescript
+// Manual progress update via socket.io
+socket?.emit(SocketEvents.UPDATE_TASK_PROGRESS.toString(), JSON.stringify({
+  task_id: task.id,
+  progress_value: value,
+  parent_task_id: task.parent_task_id
+}));
+```
+
+### Showing Progress in Subtask Rows
+
+When manual progress is enabled in a project, progress is shown in the following ways:
+
+1. **In Task List Views**:
+   - Subtasks display their individual progress values in the progress column
+   - Parent tasks display the calculated average progress of all subtasks
+
+2. **Implementation Details**:
+   - The progress values are stored in the `progress_value` column in the database
+   - For subtasks with manual progress set, the value is shown directly
+   - For subtasks without manual progress, the completion status determines the value (0% or 100%)
+   - The task view model includes both `progress` and `complete_ratio` properties
+
+**Relevant Components:**
+```typescript
+// From task-list-progress-cell.tsx
+const TaskListProgressCell = ({ task }: TaskListProgressCellProps) => {
+  return task.is_sub_task ? null : (
+    <Tooltip title={`${task.completed_count || 0} / ${task.total_tasks_count || 0}`}>
+      <Progress
+        percent={task.complete_ratio || 0}
+        type="circle"
+        size={24}
+        style={{ cursor: 'default' }}
+      />
+    </Tooltip>
+  );
+};
+```
+
+**Task Progress Calculation in Backend:**
+```typescript
+// From tasks-controller-base.ts
+// For tasks without subtasks, respect manual progress if set
+if (task.manual_progress === true && task.progress_value !== null) {
+  // For manually set progress, use that value directly
+  task.progress = parseInt(task.progress_value);
+  task.complete_ratio = parseInt(task.progress_value);
+} 
+```
+
+## 2. Weighted Progress Mode
+
+This mode allows assigning different weights to subtasks to reflect their relative importance in the overall task or project progress.
+
+**Implementation:**
+- Enabled by setting `use_weighted_progress` to true in the project settings
+- Weights are updated through the `on-update-task-weight.ts` socket event handler
+- The UI shows a weight input for subtasks in the task drawer
+- Default weight is 100 if not specified
+
+**Calculation Logic:**
+- Progress is calculated using a weighted average: `SUM(progress_value * weight) / SUM(weight)`
+- This gives more influence to tasks with higher weights
+- A parent task's progress is the weighted average of its subtasks' progress
+
+**Code Example:**
+```typescript
+// Weight update via socket.io
+socket?.emit(SocketEvents.UPDATE_TASK_WEIGHT.toString(), JSON.stringify({
+  task_id: task.id,
+  weight: value,
+  parent_task_id: task.parent_task_id
+}));
+```
+
+## 3. Time-based Progress Mode
+
+This mode calculates progress based on estimated time vs. actual time spent.
+
+**Implementation:**
+- Enabled by setting `use_time_progress` to true in the project settings
+- Uses task time estimates (hours and minutes) for calculation
+- No separate socket handler needed as it's calculated automatically
+
+**Calculation Logic:**
+- Progress is calculated using time as the weight: `SUM(progress_value * estimated_minutes) / SUM(estimated_minutes)`
+- For tasks with time tracking, estimated vs. actual time can be factored in
+- Parent task progress is weighted by the estimated time of each subtask
+
+**SQL Example:**
+```sql
+WITH subtask_progress AS (
+    SELECT 
+        CASE 
+            WHEN manual_progress IS TRUE AND progress_value IS NOT NULL THEN 
+                progress_value
+            ELSE
+                CASE 
+                    WHEN EXISTS(
+                        SELECT 1
+                        FROM tasks_with_status_view
+                        WHERE tasks_with_status_view.task_id = t.id
+                        AND is_done IS TRUE
+                    ) THEN 100
+                    ELSE 0
+                END
+        END AS progress_value,
+        COALESCE(total_hours * 60 + total_minutes, 0) AS estimated_minutes
+    FROM tasks t
+    WHERE t.parent_task_id = _task_id
+    AND t.archived IS FALSE
+)
+SELECT COALESCE(
+    SUM(progress_value * estimated_minutes) / NULLIF(SUM(estimated_minutes), 0),
+    0
+)
+FROM subtask_progress
+INTO _ratio;
+```
+
+## Default Progress Tracking (when no special mode is selected)
+
+If no specific progress mode is enabled, the system falls back to a traditional completion-based calculation:
+
+**Implementation:**
+- Default mode when all three special modes are disabled
+- Based on task completion status only
+
+**Calculation Logic:**
+- For tasks without subtasks: 0% if not done, 100% if done
+- For parent tasks: `(completed_tasks / total_tasks) * 100`
+- Counts both the parent and all subtasks in the calculation
+
+**SQL Example:**
+```sql
+-- Traditional calculation based on completion status
+SELECT (CASE
+            WHEN EXISTS(SELECT 1
+                        FROM tasks_with_status_view
+                        WHERE tasks_with_status_view.task_id = _task_id
+                          AND is_done IS TRUE) THEN 1
+            ELSE 0 END)
+INTO _parent_task_done;
+            
+SELECT COUNT(*)
+FROM tasks_with_status_view
+WHERE parent_task_id = _task_id
+  AND is_done IS TRUE
+INTO _sub_tasks_done;
+            
+_total_completed = _parent_task_done + _sub_tasks_done;
+_total_tasks = _sub_tasks_count + 1; -- +1 for the parent task
+            
+IF _total_tasks = 0 THEN
+    _ratio = 0;
+ELSE
+    _ratio = (_total_completed / _total_tasks) * 100;
+END IF;
+```
+
+## Technical Implementation Details
+
+The progress calculation logic is implemented in PostgreSQL functions, primarily in the `get_task_complete_ratio` function. Progress updates flow through the system as follows:
+
+1. **User Action**: User updates task progress or weight in the UI
+2. **Socket Event**: Client emits socket event (UPDATE_TASK_PROGRESS or UPDATE_TASK_WEIGHT)
+3. **Server Handler**: Server processes the event in the respective handler function
+4. **Database Update**: Progress/weight value is updated in the database
+5. **Recalculation**: If needed, parent task progress is recalculated
+6. **Broadcast**: Changes are broadcast to all clients in the project room
+7. **UI Update**: Client UI updates to reflect the new progress values
+
+This architecture allows for real-time updates and consistent progress calculation across all clients.
+
+## Associated Files and Components
+
+### Backend Files
+
+1. **Socket Event Handlers**:
+   - `worklenz-backend/src/socket.io/commands/on-update-task-progress.ts` - Handles manual progress updates
+   - `worklenz-backend/src/socket.io/commands/on-update-task-weight.ts` - Handles task weight updates
+
+2. **Database Functions**:
+   - `worklenz-backend/database/migrations/20250423000000-subtask-manual-progress.sql` - Contains the `get_task_complete_ratio` function that calculates progress based on the selected method
+   - Functions that support project creation/updates with progress mode settings:
+     - `create_project`
+     - `update_project`
+
+3. **Controllers**:
+   - `worklenz-backend/src/controllers/project-workload/workload-gannt-base.ts` - Contains the `calculateTaskCompleteRatio` method
+   - `worklenz-backend/src/controllers/projects-controller.ts` - Handles project-level progress calculations
+   - `worklenz-backend/src/controllers/tasks-controller-base.ts` - Handles task progress calculation and updates task view models
+
+### Frontend Files
+
+1. **Project Configuration**:
+   - `worklenz-frontend/src/components/projects/project-drawer/project-drawer.tsx` - Contains UI for selecting progress method when creating/editing projects
+
+2. **Progress Visualization Components**:
+   - `worklenz-frontend/src/components/project-list/project-list-table/project-list-progress/progress-list-progress.tsx` - Displays project progress
+   - `worklenz-frontend/src/pages/projects/project-view-1/taskList/taskListTable/taskListTableCells/TaskProgress.tsx` - Displays task progress
+   - `worklenz-frontend/src/pages/projects/projectView/taskList/task-list-table/task-list-table-cells/task-list-progress-cell/task-list-progress-cell.tsx` - Alternative task progress cell
+   - `worklenz-frontend/src/components/task-list-common/task-row/task-row-progress/task-row-progress.tsx` - Displays progress in task rows
+
+3. **Progress Input Components**:
+   - `worklenz-frontend/src/components/task-drawer/shared/info-tab/details/task-drawer-progress/task-drawer-progress.tsx` - Component for inputting task progress/weight
+
+## Choosing the Right Progress Method
+
+Each progress method is suitable for different types of projects:
+
+- **Manual Progress**: Best for creative work where progress is subjective
+- **Weighted Progress**: Ideal for projects where some tasks are more significant than others
+- **Time-based Progress**: Perfect for projects where time estimates are reliable and important
+
+Project managers can choose the appropriate method when creating or editing a project in the project drawer, based on their team's workflow and project requirements. 

worklenz-backend/.env.template

@@ -47,12 +47,17 @@ FRONTEND_URL=http://localhost:5000
 # STORAGE
 STORAGE_PROVIDER=s3 # values s3 or azure
 
-# AWS
+# AWS - SES
 AWS_REGION="your_aws_region"
 AWS_ACCESS_KEY_ID="your_aws_access_key_id"
 AWS_SECRET_ACCESS_KEY="your_aws_secret_access_key"
-AWS_BUCKET="your_s3_bucket"
+
+# S3
+S3_REGION="S3_REGION"
+S3_BUCKET="your_s3_bucket"
 S3_URL="your_s3_url"
+S3_ACCESS_KEY_ID="S3_ACCESS_KEY_ID"
+S3_SECRET_ACCESS_KEY="S3_SECRET_ACCESS_KEY"
 
 # Azure Storage
 AZURE_STORAGE_ACCOUNT_NAME="your_storage_account_name"
@@ -73,4 +78,8 @@ GOOGLE_CAPTCHA_SECRET_KEY=your_captcha_secret_key
 GOOGLE_CAPTCHA_PASS_SCORE=0.8
 
 # Email Cronjobs
-ENABLE_EMAIL_CRONJOBS=true
+ENABLE_EMAIL_CRONJOBS=true
+
+# RECURRING_JOBS
+ENABLE_RECURRING_JOBS=true
+RECURRING_JOBS_INTERVAL="0 11 */1 * 1-5"

worklenz-backend/Gruntfile.js

@@ -1,131 +0,0 @@
-module.exports = function (grunt) {
-
-  // Project configuration.
-  grunt.initConfig({
-    pkg: grunt.file.readJSON("package.json"),
-    clean: {
-      dist: "build"
-    },
-    compress: require("./grunt/grunt-compress"),
-    copy: {
-      main: {
-        files: [
-          {expand: true, cwd: "src", src: ["public/**"], dest: "build"},
-          {expand: true, cwd: "src", src: ["views/**"], dest: "build"},
-          {expand: true, cwd: "landing-page-assets", src: ["**"], dest: "build/public/assets"},
-          {expand: true, cwd: "src", src: ["shared/sample-data.json"], dest: "build", filter: "isFile"},
-          {expand: true, cwd: "src", src: ["shared/templates/**"], dest: "build", filter: "isFile"},
-          {expand: true, cwd: "src", src: ["shared/postgresql-error-codes.json"], dest: "build", filter: "isFile"},
-        ]
-      },
-      packages: {
-        files: [
-          {expand: true, cwd: "", src: [".env"], dest: "build", filter: "isFile"},
-          {expand: true, cwd: "", src: [".gitignore"], dest: "build", filter: "isFile"},
-          {expand: true, cwd: "", src: ["release"], dest: "build", filter: "isFile"},
-          {expand: true, cwd: "", src: ["jest.config.js"], dest: "build", filter: "isFile"},
-          {expand: true, cwd: "", src: ["package.json"], dest: "build", filter: "isFile"},
-          {expand: true, cwd: "", src: ["package-lock.json"], dest: "build", filter: "isFile"},
-          {expand: true, cwd: "", src: ["common_modules/**"], dest: "build"}
-        ]
-      }
-    },
-    sync: {
-      main: {
-        files: [
-          {cwd: "src", src: ["views/**", "public/**"], dest: "build/"}, // makes all src relative to cwd
-        ],
-        verbose: true,
-        failOnError: true,
-        compareUsing: "md5"
-      }
-    },
-    uglify: {
-      all: {
-        files: [{
-          expand: true,
-          cwd: "build",
-          src: "**/*.js",
-          dest: "build"
-        }]
-      },
-      controllers: {
-        files: [{
-          expand: true,
-          cwd: "build",
-          src: "controllers/*.js",
-          dest: "build"
-        }]
-      },
-      routes: {
-        files: [{
-          expand: true,
-          cwd: "build",
-          src: "routes/**/*.js",
-          dest: "build"
-        }]
-      },
-      assets: {
-        files: [{
-          expand: true,
-          cwd: "build",
-          src: "public/assets/**/*.js",
-          dest: "build"
-        }]
-      }
-    },
-    shell: {
-      tsc: {
-        command: "tsc --build tsconfig.prod.json"
-      },
-      esbuild: {
-        // command: "esbuild `find src -type f -name '*.ts'` --platform=node --minify=false --target=esnext --format=cjs --tsconfig=tsconfig.prod.json --outdir=build"
-        command: "node esbuild && node cli/esbuild-patch"
-      },
-      tsc_dev: {
-        command: "tsc --build tsconfig.json"
-      },
-      swagger: {
-        command: "node ./cli/swagger"
-      },
-      inline_queries: {
-        command: "node ./cli/inline-queries"
-      }
-    },
-    watch: {
-      scripts: {
-        files: ["src/**/*.ts"],
-        tasks: ["shell:tsc_dev"],
-        options: {
-          debounceDelay: 250,
-          spawn: false,
-        }
-      },
-      other: {
-        files: ["src/**/*.pug", "landing-page-assets/**"],
-        tasks: ["sync"]
-      }
-    }
-  });
-
-  grunt.registerTask("clean", ["clean"]);
-  grunt.registerTask("copy", ["copy:main"]);
-  grunt.registerTask("swagger", ["shell:swagger"]);
-  grunt.registerTask("build:tsc", ["shell:tsc"]);
-  grunt.registerTask("build", ["clean", "shell:tsc", "copy:main", "compress"]);
-  grunt.registerTask("build:es", ["clean", "shell:esbuild", "copy:main", "uglify:assets", "compress"]);
-  grunt.registerTask("build:strict", ["clean", "shell:tsc", "copy:packages", "uglify:all", "copy:main", "compress"]);
-  grunt.registerTask("dev", ["clean", "copy:main", "shell:tsc_dev", "shell:inline_queries", "watch"]);
-
-  // Load the plugin that provides the "uglify" task.
-  grunt.loadNpmTasks("grunt-contrib-watch");
-  grunt.loadNpmTasks("grunt-contrib-clean");
-  grunt.loadNpmTasks("grunt-contrib-copy");
-  grunt.loadNpmTasks("grunt-contrib-uglify");
-  grunt.loadNpmTasks("grunt-contrib-compress");
-  grunt.loadNpmTasks("grunt-shell");
-  grunt.loadNpmTasks("grunt-sync");
-
-  // Default task(s).
-  grunt.registerTask("default", []);
-};

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/20250422132400-manual-task-progress.sql

@@ -0,0 +1,78 @@
+-- Migration: Add manual task progress
+-- Date: 2025-04-22
+-- Version: 1.0.0
+
+BEGIN;
+
+-- Add manual progress fields to tasks table
+ALTER TABLE tasks 
+ADD COLUMN IF NOT EXISTS manual_progress BOOLEAN DEFAULT FALSE,
+ADD COLUMN IF NOT EXISTS progress_value INTEGER DEFAULT NULL,
+ADD COLUMN IF NOT EXISTS weight INTEGER DEFAULT NULL;
+
+-- Update function to consider manual progress
+CREATE OR REPLACE FUNCTION get_task_complete_ratio(_task_id uuid) RETURNS json
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _parent_task_done FLOAT = 0;
+    _sub_tasks_done   FLOAT = 0;
+    _sub_tasks_count  FLOAT = 0;
+    _total_completed  FLOAT = 0;
+    _total_tasks      FLOAT = 0;
+    _ratio            FLOAT = 0;
+    _is_manual        BOOLEAN = FALSE;
+    _manual_value     INTEGER = NULL;
+BEGIN
+    -- Check if manual progress is set
+    SELECT manual_progress, progress_value 
+    FROM tasks 
+    WHERE id = _task_id
+    INTO _is_manual, _manual_value;
+    
+    -- If manual progress is enabled and has a value, use it directly
+    IF _is_manual IS TRUE AND _manual_value IS NOT NULL THEN
+        RETURN JSON_BUILD_OBJECT(
+            'ratio', _manual_value,
+            'total_completed', 0,
+            'total_tasks', 0,
+            'is_manual', TRUE
+        );
+    END IF;
+    
+    -- Otherwise calculate automatically as before
+    SELECT (CASE
+                WHEN EXISTS(SELECT 1
+                            FROM tasks_with_status_view
+                            WHERE tasks_with_status_view.task_id = _task_id
+                              AND is_done IS TRUE) THEN 1
+                ELSE 0 END)
+    INTO _parent_task_done;
+    SELECT COUNT(*) FROM tasks WHERE parent_task_id = _task_id AND archived IS FALSE INTO _sub_tasks_count;
+
+    SELECT COUNT(*)
+    FROM tasks_with_status_view
+    WHERE parent_task_id = _task_id
+      AND is_done IS TRUE
+    INTO _sub_tasks_done;
+
+    _total_completed = _parent_task_done + _sub_tasks_done;
+    _total_tasks = _sub_tasks_count; -- +1 for the parent task
+    
+    IF _total_tasks > 0 THEN
+        _ratio = (_total_completed / _total_tasks) * 100;
+    ELSE
+        _ratio = _parent_task_done * 100;
+    END IF;
+
+    RETURN JSON_BUILD_OBJECT(
+        'ratio', _ratio,
+        'total_completed', _total_completed,
+        'total_tasks', _total_tasks,
+        'is_manual', FALSE
+    );
+END
+$$;
+
+COMMIT; 

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

@@ -0,0 +1,818 @@
+-- Migration: Enhance manual task progress with subtask support
+-- Date: 2025-04-23
+-- Version: 1.0.0
+
+BEGIN;
+
+-- Update function to consider subtask manual progress when calculating parent task progress
+CREATE OR REPLACE FUNCTION get_task_complete_ratio(_task_id uuid) RETURNS json
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _parent_task_done FLOAT = 0;
+    _sub_tasks_done   FLOAT = 0;
+    _sub_tasks_count  FLOAT = 0;
+    _total_completed  FLOAT = 0;
+    _total_tasks      FLOAT = 0;
+    _ratio            FLOAT = 0;
+    _is_manual        BOOLEAN = FALSE;
+    _manual_value     INTEGER = NULL;
+    _project_id       UUID;
+    _use_manual_progress BOOLEAN = FALSE;
+    _use_weighted_progress BOOLEAN = FALSE;
+    _use_time_progress BOOLEAN = FALSE;
+BEGIN
+    -- Check if manual progress is set for this task
+    SELECT manual_progress, progress_value, project_id
+    FROM tasks 
+    WHERE id = _task_id
+    INTO _is_manual, _manual_value, _project_id;
+    
+    -- Check if the project uses manual progress
+    IF _project_id IS NOT NULL THEN
+        SELECT COALESCE(use_manual_progress, FALSE),
+               COALESCE(use_weighted_progress, FALSE),
+               COALESCE(use_time_progress, FALSE)
+        FROM projects
+        WHERE id = _project_id
+        INTO _use_manual_progress, _use_weighted_progress, _use_time_progress;
+    END IF;
+    
+    -- Get all subtasks
+    SELECT COUNT(*) 
+    FROM tasks 
+    WHERE parent_task_id = _task_id AND archived IS FALSE 
+    INTO _sub_tasks_count;
+    
+    -- If manual progress is enabled and has a value AND there are no subtasks, use it directly
+    IF _is_manual IS TRUE AND _manual_value IS NOT NULL AND _sub_tasks_count = 0 THEN
+        RETURN JSON_BUILD_OBJECT(
+            'ratio', _manual_value,
+            'total_completed', 0,
+            'total_tasks', 0,
+            'is_manual', TRUE
+        );
+    END IF;
+    
+    -- If there are no subtasks, just use the parent task's status
+    IF _sub_tasks_count = 0 THEN
+        SELECT (CASE
+                    WHEN EXISTS(SELECT 1
+                                FROM tasks_with_status_view
+                                WHERE tasks_with_status_view.task_id = _task_id
+                                  AND is_done IS TRUE) THEN 1
+                    ELSE 0 END)
+        INTO _parent_task_done;
+        
+        _ratio = _parent_task_done * 100;
+    ELSE
+        -- If project uses manual progress, calculate based on subtask manual progress values
+        IF _use_manual_progress IS TRUE THEN
+            WITH subtask_progress AS (
+                SELECT 
+                    CASE 
+                        -- If subtask has manual progress, use that value
+                        WHEN manual_progress IS TRUE AND progress_value IS NOT NULL THEN 
+                            progress_value
+                        -- Otherwise use completion status (0 or 100)
+                        ELSE
+                            CASE 
+                                WHEN EXISTS(
+                                    SELECT 1
+                                    FROM tasks_with_status_view
+                                    WHERE tasks_with_status_view.task_id = t.id
+                                    AND is_done IS TRUE
+                                ) THEN 100
+                                ELSE 0
+                            END
+                    END AS progress_value
+                FROM tasks t
+                WHERE t.parent_task_id = _task_id
+                AND t.archived IS FALSE
+            )
+            SELECT COALESCE(AVG(progress_value), 0)
+            FROM subtask_progress
+            INTO _ratio;
+        -- If project uses weighted progress, calculate based on subtask weights
+        ELSIF _use_weighted_progress IS TRUE THEN
+            WITH subtask_progress AS (
+                SELECT 
+                    CASE 
+                        -- If subtask has manual progress, use that value
+                        WHEN manual_progress IS TRUE AND progress_value IS NOT NULL THEN 
+                            progress_value
+                        -- Otherwise use completion status (0 or 100)
+                        ELSE
+                            CASE 
+                                WHEN EXISTS(
+                                    SELECT 1
+                                    FROM tasks_with_status_view
+                                    WHERE tasks_with_status_view.task_id = t.id
+                                    AND is_done IS TRUE
+                                ) THEN 100
+                                ELSE 0
+                            END
+                    END AS progress_value,
+                    COALESCE(weight, 100) AS weight
+                FROM tasks t
+                WHERE t.parent_task_id = _task_id
+                AND t.archived IS FALSE
+            )
+            SELECT COALESCE(
+                SUM(progress_value * weight) / NULLIF(SUM(weight), 0),
+                0
+            )
+            FROM subtask_progress
+            INTO _ratio;
+        -- If project uses time-based progress, calculate based on estimated time
+        ELSIF _use_time_progress IS TRUE THEN
+            WITH subtask_progress AS (
+                SELECT 
+                    CASE 
+                        -- If subtask has manual progress, use that value
+                        WHEN manual_progress IS TRUE AND progress_value IS NOT NULL THEN 
+                            progress_value
+                        -- Otherwise use completion status (0 or 100)
+                        ELSE
+                            CASE 
+                                WHEN EXISTS(
+                                    SELECT 1
+                                    FROM tasks_with_status_view
+                                    WHERE tasks_with_status_view.task_id = t.id
+                                    AND is_done IS TRUE
+                                ) THEN 100
+                                ELSE 0
+                            END
+                    END AS progress_value,
+                    COALESCE(total_minutes, 0) AS estimated_minutes
+                FROM tasks t
+                WHERE t.parent_task_id = _task_id
+                AND t.archived IS FALSE
+            )
+            SELECT COALESCE(
+                SUM(progress_value * estimated_minutes) / NULLIF(SUM(estimated_minutes), 0),
+                0
+            )
+            FROM subtask_progress
+            INTO _ratio;
+        ELSE
+            -- Traditional calculation based on completion status
+            SELECT (CASE
+                        WHEN EXISTS(SELECT 1
+                                    FROM tasks_with_status_view
+                                    WHERE tasks_with_status_view.task_id = _task_id
+                                      AND is_done IS TRUE) THEN 1
+                        ELSE 0 END)
+            INTO _parent_task_done;
+            
+            SELECT COUNT(*)
+            FROM tasks_with_status_view
+            WHERE parent_task_id = _task_id
+              AND is_done IS TRUE
+            INTO _sub_tasks_done;
+            
+            _total_completed = _parent_task_done + _sub_tasks_done;
+            _total_tasks = _sub_tasks_count + 1; -- +1 for the parent task
+            
+            IF _total_tasks = 0 THEN
+                _ratio = 0;
+            ELSE
+                _ratio = (_total_completed / _total_tasks) * 100;
+            END IF;
+        END IF;
+    END IF;
+    
+    -- Ensure ratio is between 0 and 100
+    IF _ratio < 0 THEN
+        _ratio = 0;
+    ELSIF _ratio > 100 THEN
+        _ratio = 100;
+    END IF;
+
+    RETURN JSON_BUILD_OBJECT(
+        'ratio', _ratio,
+        'total_completed', _total_completed,
+        'total_tasks', _total_tasks,
+        'is_manual', _is_manual
+    );
+END
+$$;
+
+CREATE OR REPLACE FUNCTION update_project(_body json) RETURNS json
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _user_id                        UUID;
+    _team_id                        UUID;
+    _client_id                      UUID;
+    _project_id                     UUID;
+    _project_manager_team_member_id UUID;
+    _client_name                    TEXT;
+    _project_name                   TEXT;
+BEGIN
+    -- need a test, can be throw errors
+    _client_name = TRIM((_body ->> 'client_name')::TEXT);
+    _project_name = TRIM((_body ->> 'name')::TEXT);
+
+    -- add inside the controller
+    _user_id = (_body ->> 'user_id')::UUID;
+    _team_id = (_body ->> 'team_id')::UUID;
+    _project_manager_team_member_id = (_body ->> 'team_member_id')::UUID;
+
+    -- cache exists client if exists
+    SELECT id FROM clients WHERE LOWER(name) = LOWER(_client_name) AND team_id = _team_id INTO _client_id;
+
+    -- insert client if not exists
+    IF is_null_or_empty(_client_id) IS TRUE AND is_null_or_empty(_client_name) IS FALSE
+    THEN
+        INSERT INTO clients (name, team_id) VALUES (_client_name, _team_id) RETURNING id INTO _client_id;
+    END IF;
+
+    -- check whether the project name is already in
+    IF EXISTS(
+        SELECT name FROM projects WHERE LOWER(name) = LOWER(_project_name)
+                                    AND team_id = _team_id AND id != (_body ->> 'id')::UUID
+    )
+    THEN
+        RAISE 'PROJECT_EXISTS_ERROR:%', _project_name;
+    END IF;
+
+    -- update the project
+    UPDATE projects
+    SET name                   = _project_name,
+        notes                  = (_body ->> 'notes')::TEXT,
+        color_code             = (_body ->> 'color_code')::TEXT,
+        status_id              = (_body ->> 'status_id')::UUID,
+        health_id              = (_body ->> 'health_id')::UUID,
+        key                    = (_body ->> 'key')::TEXT,
+        start_date             = (_body ->> 'start_date')::TIMESTAMPTZ,
+        end_date               = (_body ->> 'end_date')::TIMESTAMPTZ,
+        client_id              = _client_id,
+        folder_id              = (_body ->> 'folder_id')::UUID,
+        category_id            = (_body ->> 'category_id')::UUID,
+        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,
+        use_manual_progress    = COALESCE((_body ->> 'use_manual_progress')::BOOLEAN, FALSE),
+        use_weighted_progress  = COALESCE((_body ->> 'use_weighted_progress')::BOOLEAN, FALSE),
+        use_time_progress      = COALESCE((_body ->> 'use_time_progress')::BOOLEAN, FALSE)
+    WHERE id = (_body ->> 'id')::UUID
+      AND team_id = _team_id
+    RETURNING id INTO _project_id;
+
+    UPDATE project_members SET project_access_level_id = (SELECT id FROM project_access_levels WHERE key = 'MEMBER') WHERE project_id = _project_id;
+
+    IF NOT (_project_manager_team_member_id IS NULL)
+    THEN
+        PERFORM update_project_manager(_project_manager_team_member_id, _project_id::UUID);
+    END IF;
+
+    RETURN JSON_BUILD_OBJECT(
+            'id', _project_id,
+            'name', (_body ->> 'name')::TEXT,
+            'project_manager_id', _project_manager_team_member_id::UUID
+        );
+END;
+$$;
+
+-- 3. Also modify the create_project function to handle the new fields during project creation
+CREATE OR REPLACE FUNCTION create_project(_body json) RETURNS json
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _project_id                     UUID;
+    _user_id                        UUID;
+    _team_id                        UUID;
+    _team_member_id                 UUID;
+    _client_id                      UUID;
+    _client_name                    TEXT;
+    _project_name                   TEXT;
+    _project_created_log            TEXT;
+    _project_member_added_log       TEXT;
+    _project_created_log_id         UUID;
+    _project_manager_team_member_id UUID;
+    _project_key                    TEXT;
+BEGIN
+    _client_name = TRIM((_body ->> 'client_name')::TEXT);
+    _project_name = TRIM((_body ->> 'name')::TEXT);
+    _project_key = TRIM((_body ->> 'key')::TEXT);
+    _project_created_log = (_body ->> 'project_created_log')::TEXT;
+    _project_member_added_log = (_body ->> 'project_member_added_log')::TEXT;
+    _user_id = (_body ->> 'user_id')::UUID;
+    _team_id = (_body ->> 'team_id')::UUID;
+    _project_manager_team_member_id = (_body ->> 'project_manager_id')::UUID;
+
+    SELECT id FROM team_members WHERE user_id = _user_id AND team_id = _team_id INTO _team_member_id;
+
+    -- cache exists client if exists
+    SELECT id FROM clients WHERE LOWER(name) = LOWER(_client_name) AND team_id = _team_id INTO _client_id;
+
+    -- insert client if not exists
+    IF is_null_or_empty(_client_id) IS TRUE AND is_null_or_empty(_client_name) IS FALSE
+    THEN
+        INSERT INTO clients (name, team_id) VALUES (_client_name, _team_id) RETURNING id INTO _client_id;
+    END IF;
+
+    -- check whether the project name is already in
+    IF EXISTS(SELECT name FROM projects WHERE LOWER(name) = LOWER(_project_name) AND team_id = _team_id)
+    THEN
+        RAISE 'PROJECT_EXISTS_ERROR:%', _project_name;
+    END IF;
+
+    -- create the project
+    INSERT
+    INTO projects (name, key, color_code, start_date, end_date, team_id, notes, owner_id, status_id, health_id, folder_id,
+                   category_id, estimated_working_days, estimated_man_days, hours_per_day, 
+                   use_manual_progress, use_weighted_progress, use_time_progress, client_id)
+    VALUES (_project_name,
+            UPPER(_project_key),
+            (_body ->> 'color_code')::TEXT,
+            (_body ->> 'start_date')::TIMESTAMPTZ,
+            (_body ->> 'end_date')::TIMESTAMPTZ,
+            _team_id,
+            (_body ->> 'notes')::TEXT,
+            _user_id,
+            (_body ->> 'status_id')::UUID,
+            (_body ->> 'health_id')::UUID,
+            (_body ->> 'folder_id')::UUID,
+            (_body ->> 'category_id')::UUID,
+            (_body ->> 'working_days')::INTEGER,
+            (_body ->> 'man_days')::INTEGER,
+            (_body ->> 'hours_per_day')::INTEGER,
+            COALESCE((_body ->> 'use_manual_progress')::BOOLEAN, FALSE),
+            COALESCE((_body ->> 'use_weighted_progress')::BOOLEAN, FALSE),
+            COALESCE((_body ->> 'use_time_progress')::BOOLEAN, FALSE),
+            _client_id)
+    RETURNING id INTO _project_id;
+
+    -- register the project log
+    INSERT INTO project_logs (project_id, team_id, description)
+    VALUES (_project_id, _team_id, _project_created_log)
+    RETURNING id INTO _project_created_log_id;
+
+    -- insert the project creator as a project member
+    INSERT INTO project_members (team_member_id, project_access_level_id, project_id, role_id)
+    VALUES (_team_member_id, (SELECT id FROM project_access_levels WHERE key = 'ADMIN'),
+            _project_id,
+            (SELECT id FROM roles WHERE team_id = _team_id AND default_role IS TRUE));
+
+    -- insert statuses
+    INSERT INTO task_statuses (name, project_id, team_id, category_id, sort_order)
+    VALUES ('To Do', _project_id, _team_id, (SELECT id FROM sys_task_status_categories WHERE is_todo IS TRUE), 0);
+    INSERT INTO task_statuses (name, project_id, team_id, category_id, sort_order)
+    VALUES ('Doing', _project_id, _team_id, (SELECT id FROM sys_task_status_categories WHERE is_doing IS TRUE), 1);
+    INSERT INTO task_statuses (name, project_id, team_id, category_id, sort_order)
+    VALUES ('Done', _project_id, _team_id, (SELECT id FROM sys_task_status_categories WHERE is_done IS TRUE), 2);
+
+    -- insert default project columns
+    PERFORM insert_task_list_columns(_project_id);
+
+    -- add project manager role if exists
+    IF NOT is_null_or_empty(_project_manager_team_member_id) THEN
+        PERFORM update_project_manager(_project_manager_team_member_id, _project_id);
+    END IF;
+
+    RETURN JSON_BUILD_OBJECT(
+            'id', _project_id,
+            'name', _project_name,
+            'project_created_log_id', _project_created_log_id
+        );
+END;
+$$;
+
+-- 4. Update the getById function to include the new fields in the response
+CREATE OR REPLACE FUNCTION getProjectById(_project_id UUID, _team_id UUID) RETURNS JSON
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _result JSON;
+BEGIN
+    SELECT ROW_TO_JSON(rec) INTO _result
+    FROM (SELECT p.id,
+                 p.name,
+                 p.key,
+                 p.color_code,
+                 p.start_date,
+                 p.end_date,
+                 c.name                                                              AS client_name,
+                 c.id                                                                AS client_id,
+                 p.notes,
+                 p.created_at,
+                 p.updated_at,
+                 ts.name                                                             AS status,
+                 ts.color_code                                                       AS status_color,
+                 ts.icon                                                             AS status_icon,
+                 ts.id                                                               AS status_id,
+                 h.name                                                              AS health,
+                 h.color_code                                                        AS health_color,
+                 h.icon                                                              AS health_icon,
+                 h.id                                                                AS health_id,
+                 pc.name                                                             AS category_name,
+                 pc.color_code                                                       AS category_color,
+                 pc.id                                                               AS category_id,
+                 p.phase_label,
+                 p.estimated_man_days                                                AS man_days,
+                 p.estimated_working_days                                            AS working_days,
+                 p.hours_per_day,
+                 p.use_manual_progress,
+                 p.use_weighted_progress,
+                 -- Additional fields
+                 COALESCE((SELECT ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(t)))
+                          FROM (SELECT pm.id,
+                                       pm.project_id,
+                                       tm.id                                         AS team_member_id,
+                                       tm.user_id,
+                                       u.name,
+                                       u.email,
+                                       u.avatar_url,
+                                       u.phone_number,
+                                       pal.name                                      AS access_level,
+                                       pal.key                                       AS access_level_key,
+                                       pal.id                                        AS access_level_id,
+                                       EXISTS(SELECT 1
+                                              FROM project_members
+                                                       INNER JOIN project_access_levels ON
+                                                  project_members.project_access_level_id = project_access_levels.id
+                                              WHERE project_id = p.id
+                                                AND project_access_levels.key = 'PROJECT_MANAGER'
+                                                AND team_member_id = tm.id)          AS is_project_manager
+                                FROM project_members pm
+                                         INNER JOIN team_members tm ON pm.team_member_id = tm.id
+                                         INNER JOIN users u ON tm.user_id = u.id
+                                         INNER JOIN project_access_levels pal ON pm.project_access_level_id = pal.id
+                                WHERE pm.project_id = p.id) t), '[]'::JSON)          AS members,
+                 (SELECT COUNT(DISTINCT (id))
+                  FROM tasks
+                  WHERE archived IS FALSE
+                    AND project_id = p.id)                                           AS task_count,
+                 (SELECT ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(t)))
+                  FROM (SELECT project_members.id,
+                               project_members.project_id,
+                               team_members.id                                       AS team_member_id,
+                               team_members.user_id,
+                               users.name,
+                               users.email,
+                               users.avatar_url,
+                               project_access_levels.name                            AS access_level,
+                               project_access_levels.key                             AS access_level_key,
+                               project_access_levels.id                              AS access_level_id
+                        FROM project_members
+                                 INNER JOIN team_members ON project_members.team_member_id = team_members.id
+                                 INNER JOIN users ON team_members.user_id = users.id
+                                 INNER JOIN project_access_levels
+                                            ON project_members.project_access_level_id = project_access_levels.id
+                        WHERE project_id = p.id
+                          AND project_access_levels.key = 'PROJECT_MANAGER'
+                        LIMIT 1) t)                                                  AS project_manager,
+
+                 (SELECT EXISTS(SELECT 1
+                                FROM project_subscribers
+                                WHERE project_id = p.id
+                                  AND user_id = (SELECT user_id
+                                                 FROM project_members
+                                                 WHERE team_member_id = (SELECT id
+                                                                         FROM team_members
+                                                                         WHERE user_id IN
+                                                                               (SELECT user_id FROM is_member_of_project_cte))
+                                                   AND project_id = p.id)))          AS subscribed,
+                 (SELECT name
+                  FROM users
+                  WHERE id =
+                        (SELECT owner_id FROM projects WHERE id = p.id))             AS project_owner,
+                 (SELECT default_view
+                  FROM project_members
+                  WHERE project_id = p.id
+                    AND team_member_id IN (SELECT id FROM is_member_of_project_cte)) AS team_member_default_view,
+                 (SELECT EXISTS(SELECT user_id
+                                FROM archived_projects
+                                WHERE user_id IN (SELECT user_id FROM is_member_of_project_cte)
+                                  AND project_id = p.id))                            AS archived,
+
+                 (SELECT EXISTS(SELECT user_id
+                                FROM favorite_projects
+                                WHERE user_id IN (SELECT user_id FROM is_member_of_project_cte)
+                                  AND project_id = p.id))                            AS favorite
+
+          FROM projects p
+                   LEFT JOIN sys_project_statuses ts ON p.status_id = ts.id
+                   LEFT JOIN sys_project_healths h ON p.health_id = h.id
+                   LEFT JOIN project_categories pc ON p.category_id = pc.id
+                   LEFT JOIN clients c ON p.client_id = c.id,
+               LATERAL (SELECT id, user_id
+                        FROM team_members
+                        WHERE id = (SELECT team_member_id
+                                    FROM project_members
+                                    WHERE project_id = p.id
+                                      AND team_member_id IN (SELECT id
+                                                             FROM team_members
+                                                             WHERE team_id = _team_id)
+                                    LIMIT 1)) is_member_of_project_cte
+
+          WHERE p.id = _project_id
+            AND p.team_id = _team_id) rec;
+
+    RETURN _result;
+END
+$$;
+
+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;
+$$;
+
+-- Add use_manual_progress, use_weighted_progress, and use_time_progress to projects table if they don't exist
+ALTER TABLE projects
+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
+$$
+BEGIN
+    -- When a task gets a new subtask (parent_task_id is set), reset the parent's manual_progress flag
+    IF NEW.parent_task_id IS NOT NULL THEN
+        UPDATE tasks 
+        SET manual_progress = false
+        WHERE id = NEW.parent_task_id 
+        AND manual_progress = true;
+    END IF;
+    RETURN NEW;
+END;
+$$ 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
+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/20250424000000-add-progress-and-weight-activity-types.sql

@@ -0,0 +1,157 @@
+-- Migration: Add progress and weight activity types support
+-- Date: 2025-04-24
+-- Version: 1.0.0
+
+BEGIN;
+
+-- Update the get_activity_logs_by_task function to handle progress and weight attribute types
+CREATE OR REPLACE FUNCTION get_activity_logs_by_task(_task_id uuid) RETURNS json
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _result JSON;
+BEGIN
+    SELECT ROW_TO_JSON(rec)
+    INTO _result
+    FROM (SELECT (SELECT tasks.created_at FROM tasks WHERE tasks.id = _task_id),
+                 (SELECT name
+                  FROM users
+                  WHERE id = (SELECT reporter_id FROM tasks WHERE id = _task_id)),
+                 (SELECT avatar_url
+                  FROM users
+                  WHERE id = (SELECT reporter_id FROM tasks WHERE id = _task_id)),
+                 (SELECT COALESCE(ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(rec2))), '[]'::JSON)
+                  FROM (SELECT task_id,
+                               created_at,
+                               attribute_type,
+                               log_type,
+
+                               -- Case for previous value
+                               (CASE
+                                    WHEN (attribute_type = 'status')
+                                        THEN (SELECT name FROM task_statuses WHERE id = old_value::UUID)
+                                    WHEN (attribute_type = 'priority')
+                                        THEN (SELECT name FROM task_priorities WHERE id = old_value::UUID)
+                                    WHEN (attribute_type = 'phase' AND old_value <> 'Unmapped')
+                                        THEN (SELECT name FROM project_phases WHERE id = old_value::UUID)
+                                    WHEN (attribute_type = 'progress' OR attribute_type = 'weight')
+                                        THEN old_value
+                                    ELSE (old_value) END) AS previous,
+
+                               -- Case for current value
+                               (CASE
+                                    WHEN (attribute_type = 'assignee')
+                                        THEN (SELECT name FROM users WHERE id = new_value::UUID)
+                                    WHEN (attribute_type = 'label')
+                                        THEN (SELECT name FROM team_labels WHERE id = new_value::UUID)
+                                    WHEN (attribute_type = 'status')
+                                        THEN (SELECT name FROM task_statuses WHERE id = new_value::UUID)
+                                    WHEN (attribute_type = 'priority')
+                                        THEN (SELECT name FROM task_priorities WHERE id = new_value::UUID)
+                                    WHEN (attribute_type = 'phase' AND new_value <> 'Unmapped')
+                                        THEN (SELECT name FROM project_phases WHERE id = new_value::UUID)
+                                    WHEN (attribute_type = 'progress' OR attribute_type = 'weight')
+                                        THEN new_value
+                                    ELSE (new_value) END) AS current,
+
+                               -- Case for assigned user
+                               (CASE
+                                    WHEN (attribute_type = 'assignee')
+                                        THEN (SELECT ROW_TO_JSON(rec)
+                                              FROM (SELECT (CASE
+                                                                WHEN (new_value IS NOT NULL)
+                                                                    THEN (SELECT name FROM users WHERE users.id = new_value::UUID)
+                                                                ELSE (next_string) END) AS name,
+                                                           (SELECT avatar_url FROM users WHERE users.id = new_value::UUID)) rec)
+                                    ELSE (NULL) END) AS assigned_user,
+
+                               -- Case for label data
+                               (CASE
+                                    WHEN (attribute_type = 'label')
+                                        THEN (SELECT ROW_TO_JSON(rec)
+                                              FROM (SELECT (SELECT name FROM team_labels WHERE id = new_value::UUID),
+                                                           (SELECT color_code FROM team_labels WHERE id = new_value::UUID)) rec)
+                                    ELSE (NULL) END) AS label_data,
+
+                               -- Case for previous status
+                               (CASE
+                                    WHEN (attribute_type = 'status')
+                                        THEN (SELECT ROW_TO_JSON(rec)
+                                              FROM (SELECT (SELECT name FROM task_statuses WHERE id = old_value::UUID),
+                                                           (SELECT color_code
+                                                            FROM sys_task_status_categories
+                                                            WHERE id = (SELECT category_id FROM task_statuses WHERE id = old_value::UUID)),
+                                                           (SELECT color_code_dark
+                                                            FROM sys_task_status_categories
+                                                            WHERE id = (SELECT category_id FROM task_statuses WHERE id = old_value::UUID))) rec)
+                                    ELSE (NULL) END) AS previous_status,
+
+                               -- Case for next status
+                               (CASE
+                                    WHEN (attribute_type = 'status')
+                                        THEN (SELECT ROW_TO_JSON(rec)
+                                              FROM (SELECT (SELECT name FROM task_statuses WHERE id = new_value::UUID),
+                                                           (SELECT color_code
+                                                            FROM sys_task_status_categories
+                                                            WHERE id = (SELECT category_id FROM task_statuses WHERE id = new_value::UUID)),
+                                                           (SELECT color_code_dark
+                                                            FROM sys_task_status_categories
+                                                            WHERE id = (SELECT category_id FROM task_statuses WHERE id = new_value::UUID))) rec)
+                                    ELSE (NULL) END) AS next_status,
+
+                               -- Case for previous priority
+                               (CASE
+                                    WHEN (attribute_type = 'priority')
+                                        THEN (SELECT ROW_TO_JSON(rec)
+                                              FROM (SELECT (SELECT name FROM task_priorities WHERE id = old_value::UUID),
+                                                           (SELECT color_code FROM task_priorities WHERE id = old_value::UUID)) rec)
+                                    ELSE (NULL) END) AS previous_priority,
+
+                               -- Case for next priority
+                               (CASE
+                                    WHEN (attribute_type = 'priority')
+                                        THEN (SELECT ROW_TO_JSON(rec)
+                                              FROM (SELECT (SELECT name FROM task_priorities WHERE id = new_value::UUID),
+                                                           (SELECT color_code FROM task_priorities WHERE id = new_value::UUID)) rec)
+                                    ELSE (NULL) END) AS next_priority,
+
+                               -- Case for previous phase
+                               (CASE
+                                    WHEN (attribute_type = 'phase' AND old_value <> 'Unmapped')
+                                        THEN (SELECT ROW_TO_JSON(rec)
+                                              FROM (SELECT (SELECT name FROM project_phases WHERE id = old_value::UUID),
+                                                           (SELECT color_code FROM project_phases WHERE id = old_value::UUID)) rec)
+                                    ELSE (NULL) END) AS previous_phase,
+
+                               -- Case for next phase
+                               (CASE
+                                    WHEN (attribute_type = 'phase' AND new_value <> 'Unmapped')
+                                        THEN (SELECT ROW_TO_JSON(rec)
+                                              FROM (SELECT (SELECT name FROM project_phases WHERE id = new_value::UUID),
+                                                           (SELECT color_code FROM project_phases WHERE id = new_value::UUID)) rec)
+                                    ELSE (NULL) END) AS next_phase,
+
+                               -- Case for done by
+                               (SELECT ROW_TO_JSON(rec)
+                                FROM (SELECT (SELECT name FROM users WHERE users.id = tal.user_id),
+                                             (SELECT avatar_url FROM users WHERE users.id = tal.user_id)) rec) AS done_by,
+                                             
+                               -- Add log text for progress and weight
+                               (CASE
+                                    WHEN (attribute_type = 'progress')
+                                        THEN 'updated the progress of'
+                                    WHEN (attribute_type = 'weight')
+                                        THEN 'updated the weight of'
+                                    ELSE ''
+                               END) AS log_text
+
+
+                        FROM task_activity_logs tal
+                        WHERE task_id = _task_id
+                        ORDER BY created_at DESC) rec2) AS logs) rec;
+    RETURN _result;
+END;
+$$;
+
+COMMIT; 

worklenz-backend/database/migrations/20250425000000-update-time-based-progress.sql

@@ -0,0 +1,243 @@
+-- Migration: Update time-based progress mode to work for all tasks
+-- Date: 2025-04-25
+-- Version: 1.0.0
+
+BEGIN;
+
+-- Update function to use time-based progress for all tasks
+CREATE OR REPLACE FUNCTION get_task_complete_ratio(_task_id uuid) RETURNS json
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _parent_task_done FLOAT = 0;
+    _sub_tasks_done   FLOAT = 0;
+    _sub_tasks_count  FLOAT = 0;
+    _total_completed  FLOAT = 0;
+    _total_tasks      FLOAT = 0;
+    _ratio            FLOAT = 0;
+    _is_manual        BOOLEAN = FALSE;
+    _manual_value     INTEGER = NULL;
+    _project_id       UUID;
+    _use_manual_progress BOOLEAN = FALSE;
+    _use_weighted_progress BOOLEAN = FALSE;
+    _use_time_progress BOOLEAN = FALSE;
+    _task_complete    BOOLEAN = FALSE;
+BEGIN
+    -- Check if manual progress is set for this task
+    SELECT manual_progress, progress_value, project_id,
+           EXISTS(
+               SELECT 1
+               FROM tasks_with_status_view
+               WHERE tasks_with_status_view.task_id = tasks.id
+               AND is_done IS TRUE
+           ) AS is_complete
+    FROM tasks 
+    WHERE id = _task_id
+    INTO _is_manual, _manual_value, _project_id, _task_complete;
+    
+    -- Check if the project uses manual progress
+    IF _project_id IS NOT NULL THEN
+        SELECT COALESCE(use_manual_progress, FALSE),
+               COALESCE(use_weighted_progress, FALSE),
+               COALESCE(use_time_progress, FALSE)
+        FROM projects
+        WHERE id = _project_id
+        INTO _use_manual_progress, _use_weighted_progress, _use_time_progress;
+    END IF;
+    
+    -- Get all subtasks
+    SELECT COUNT(*) 
+    FROM tasks 
+    WHERE parent_task_id = _task_id AND archived IS FALSE 
+    INTO _sub_tasks_count;
+    
+    -- If task is complete, always return 100%
+    IF _task_complete IS TRUE THEN
+        RETURN JSON_BUILD_OBJECT(
+            'ratio', 100,
+            'total_completed', 1,
+            'total_tasks', 1,
+            'is_manual', FALSE
+        );
+    END IF;
+    
+    -- Use manual progress value in two cases:
+    -- 1. When task has manual_progress = TRUE and progress_value is set
+    -- 2. When project has use_manual_progress = TRUE and progress_value is set
+    IF (_is_manual IS TRUE AND _manual_value IS NOT NULL) OR 
+       (_use_manual_progress IS TRUE AND _manual_value IS NOT NULL) THEN
+        RETURN JSON_BUILD_OBJECT(
+            'ratio', _manual_value,
+            'total_completed', 0,
+            'total_tasks', 0,
+            'is_manual', TRUE
+        );
+    END IF;
+    
+    -- If there are no subtasks, just use the parent task's status (unless in time-based mode)
+    IF _sub_tasks_count = 0 THEN
+        -- Use time-based estimation for tasks without subtasks if enabled
+        IF _use_time_progress IS TRUE THEN
+            -- For time-based tasks without subtasks, we still need some progress calculation
+            -- If the task is completed, return 100%
+            -- Otherwise, use the progress value if set manually, or 0
+            SELECT 
+                CASE 
+                    WHEN _task_complete IS TRUE THEN 100
+                    ELSE COALESCE(_manual_value, 0)
+                END
+            INTO _ratio;
+        ELSE
+            -- Traditional calculation for non-time-based tasks
+            SELECT (CASE WHEN _task_complete IS TRUE THEN 1 ELSE 0 END)
+            INTO _parent_task_done;
+            
+            _ratio = _parent_task_done * 100;
+        END IF;
+    ELSE
+        -- If project uses manual progress, calculate based on subtask manual progress values
+        IF _use_manual_progress IS TRUE THEN
+            WITH subtask_progress AS (
+                SELECT 
+                    t.id,
+                    t.manual_progress,
+                    t.progress_value,
+                    EXISTS(
+                        SELECT 1
+                        FROM tasks_with_status_view
+                        WHERE tasks_with_status_view.task_id = t.id
+                        AND is_done IS TRUE
+                    ) AS is_complete
+                FROM tasks t
+                WHERE t.parent_task_id = _task_id
+                AND t.archived IS FALSE
+            ),
+            subtask_with_values AS (
+                SELECT 
+                    CASE 
+                        -- For completed tasks, always use 100%
+                        WHEN is_complete IS TRUE THEN 100
+                        -- For tasks with progress value set, use it regardless of manual_progress flag
+                        WHEN progress_value IS NOT NULL THEN progress_value
+                        -- Default to 0 for incomplete tasks with no progress value
+                        ELSE 0
+                    END AS progress_value
+                FROM subtask_progress
+            )
+            SELECT COALESCE(AVG(progress_value), 0)
+            FROM subtask_with_values
+            INTO _ratio;
+        -- If project uses weighted progress, calculate based on subtask weights
+        ELSIF _use_weighted_progress IS TRUE THEN
+            WITH subtask_progress AS (
+                SELECT 
+                    t.id,
+                    t.manual_progress,
+                    t.progress_value,
+                    EXISTS(
+                        SELECT 1
+                        FROM tasks_with_status_view
+                        WHERE tasks_with_status_view.task_id = t.id
+                        AND is_done IS TRUE
+                    ) AS is_complete,
+                    COALESCE(t.weight, 100) AS weight
+                FROM tasks t
+                WHERE t.parent_task_id = _task_id
+                AND t.archived IS FALSE
+            ),
+            subtask_with_values AS (
+                SELECT 
+                    CASE 
+                        -- For completed tasks, always use 100%
+                        WHEN is_complete IS TRUE THEN 100
+                        -- For tasks with progress value set, use it regardless of manual_progress flag
+                        WHEN progress_value IS NOT NULL THEN progress_value
+                        -- Default to 0 for incomplete tasks with no progress value
+                        ELSE 0
+                    END AS progress_value,
+                    weight
+                FROM subtask_progress
+            )
+            SELECT COALESCE(
+                SUM(progress_value * weight) / NULLIF(SUM(weight), 0),
+                0
+            )
+            FROM subtask_with_values
+            INTO _ratio;
+        -- If project uses time-based progress, calculate based on estimated time
+        ELSIF _use_time_progress IS TRUE THEN
+            WITH subtask_progress AS (
+                SELECT 
+                    t.id,
+                    t.manual_progress,
+                    t.progress_value,
+                    EXISTS(
+                        SELECT 1
+                        FROM tasks_with_status_view
+                        WHERE tasks_with_status_view.task_id = t.id
+                        AND is_done IS TRUE
+                    ) AS is_complete,
+                    COALESCE(t.total_minutes, 0) AS estimated_minutes
+                FROM tasks t
+                WHERE t.parent_task_id = _task_id
+                AND t.archived IS FALSE
+            ),
+            subtask_with_values AS (
+                SELECT 
+                    CASE 
+                        -- For completed tasks, always use 100%
+                        WHEN is_complete IS TRUE THEN 100
+                        -- For tasks with progress value set, use it regardless of manual_progress flag
+                        WHEN progress_value IS NOT NULL THEN progress_value
+                        -- Default to 0 for incomplete tasks with no progress value
+                        ELSE 0
+                    END AS progress_value,
+                    estimated_minutes
+                FROM subtask_progress
+            )
+            SELECT COALESCE(
+                SUM(progress_value * estimated_minutes) / NULLIF(SUM(estimated_minutes), 0),
+                0
+            )
+            FROM subtask_with_values
+            INTO _ratio;
+        ELSE
+            -- Traditional calculation based on completion status
+            SELECT (CASE WHEN _task_complete IS TRUE THEN 1 ELSE 0 END)
+            INTO _parent_task_done;
+            
+            SELECT COUNT(*)
+            FROM tasks_with_status_view
+            WHERE parent_task_id = _task_id
+              AND is_done IS TRUE
+            INTO _sub_tasks_done;
+            
+            _total_completed = _parent_task_done + _sub_tasks_done;
+            _total_tasks = _sub_tasks_count + 1; -- +1 for the parent task
+            
+            IF _total_tasks = 0 THEN
+                _ratio = 0;
+            ELSE
+                _ratio = (_total_completed / _total_tasks) * 100;
+            END IF;
+        END IF;
+    END IF;
+    
+    -- Ensure ratio is between 0 and 100
+    IF _ratio < 0 THEN
+        _ratio = 0;
+    ELSIF _ratio > 100 THEN
+        _ratio = 100;
+    END IF;
+
+    RETURN JSON_BUILD_OBJECT(
+        'ratio', _ratio,
+        'total_completed', _total_completed,
+        'total_tasks', _total_tasks,
+        'is_manual', _is_manual
+    );
+END
+$$;
+
+COMMIT; 

worklenz-backend/database/migrations/20250426000000-improve-parent-task-progress-calculation.sql

@@ -0,0 +1,289 @@
+-- Migration: Improve parent task progress calculation using weights and time estimation
+-- Date: 2025-04-26
+-- Version: 1.0.0
+
+BEGIN;
+
+-- Update function to better calculate parent task progress based on subtask weights or time estimations
+CREATE OR REPLACE FUNCTION get_task_complete_ratio(_task_id uuid) RETURNS json
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _parent_task_done FLOAT = 0;
+    _sub_tasks_done   FLOAT = 0;
+    _sub_tasks_count  FLOAT = 0;
+    _total_completed  FLOAT = 0;
+    _total_tasks      FLOAT = 0;
+    _ratio            FLOAT = 0;
+    _is_manual        BOOLEAN = FALSE;
+    _manual_value     INTEGER = NULL;
+    _project_id       UUID;
+    _use_manual_progress BOOLEAN = FALSE;
+    _use_weighted_progress BOOLEAN = FALSE;
+    _use_time_progress BOOLEAN = FALSE;
+BEGIN
+    -- Check if manual progress is set for this task
+    SELECT manual_progress, progress_value, project_id
+    FROM tasks 
+    WHERE id = _task_id
+    INTO _is_manual, _manual_value, _project_id;
+    
+    -- Check if the project uses manual progress
+    IF _project_id IS NOT NULL THEN
+        SELECT COALESCE(use_manual_progress, FALSE),
+               COALESCE(use_weighted_progress, FALSE),
+               COALESCE(use_time_progress, FALSE)
+        FROM projects
+        WHERE id = _project_id
+        INTO _use_manual_progress, _use_weighted_progress, _use_time_progress;
+    END IF;
+    
+    -- Get all subtasks
+    SELECT COUNT(*) 
+    FROM tasks 
+    WHERE parent_task_id = _task_id AND archived IS FALSE 
+    INTO _sub_tasks_count;
+    
+    -- Only respect manual progress for tasks without subtasks
+    IF _is_manual IS TRUE AND _manual_value IS NOT NULL AND _sub_tasks_count = 0 THEN
+        RETURN JSON_BUILD_OBJECT(
+            'ratio', _manual_value,
+            'total_completed', 0,
+            'total_tasks', 0,
+            'is_manual', TRUE
+        );
+    END IF;
+    
+    -- If there are no subtasks, just use the parent task's status
+    IF _sub_tasks_count = 0 THEN
+        -- For tasks without subtasks in time-based mode
+        IF _use_time_progress IS TRUE THEN
+            SELECT 
+                CASE 
+                    WHEN EXISTS(
+                        SELECT 1
+                        FROM tasks_with_status_view
+                        WHERE tasks_with_status_view.task_id = _task_id
+                        AND is_done IS TRUE
+                    ) THEN 100
+                    ELSE COALESCE(_manual_value, 0)
+                END
+            INTO _ratio;
+        ELSE
+            -- Traditional calculation for non-time-based tasks
+            SELECT (CASE
+                        WHEN EXISTS(SELECT 1
+                                    FROM tasks_with_status_view
+                                    WHERE tasks_with_status_view.task_id = _task_id
+                                      AND is_done IS TRUE) THEN 1
+                        ELSE 0 END)
+            INTO _parent_task_done;
+            
+            _ratio = _parent_task_done * 100;
+        END IF;
+    ELSE
+        -- For parent tasks with subtasks, always use the appropriate calculation based on project mode
+        -- If project uses manual progress, calculate based on subtask manual progress values
+        IF _use_manual_progress IS TRUE THEN
+            WITH subtask_progress AS (
+                SELECT 
+                    CASE 
+                        -- If subtask has manual progress, use that value
+                        WHEN manual_progress IS TRUE AND progress_value IS NOT NULL THEN 
+                            progress_value
+                        -- Otherwise use completion status (0 or 100)
+                        ELSE
+                            CASE 
+                                WHEN EXISTS(
+                                    SELECT 1
+                                    FROM tasks_with_status_view
+                                    WHERE tasks_with_status_view.task_id = t.id
+                                    AND is_done IS TRUE
+                                ) THEN 100
+                                ELSE 0
+                            END
+                    END AS progress_value
+                FROM tasks t
+                WHERE t.parent_task_id = _task_id
+                AND t.archived IS FALSE
+            )
+            SELECT COALESCE(AVG(progress_value), 0)
+            FROM subtask_progress
+            INTO _ratio;
+        -- If project uses weighted progress, calculate based on subtask weights
+        ELSIF _use_weighted_progress IS TRUE THEN
+            WITH subtask_progress AS (
+                SELECT 
+                    CASE 
+                        -- If subtask has manual progress, use that value
+                        WHEN manual_progress IS TRUE AND progress_value IS NOT NULL THEN 
+                            progress_value
+                        -- Otherwise use completion status (0 or 100)
+                        ELSE
+                            CASE 
+                                WHEN EXISTS(
+                                    SELECT 1
+                                    FROM tasks_with_status_view
+                                    WHERE tasks_with_status_view.task_id = t.id
+                                    AND is_done IS TRUE
+                                ) THEN 100
+                                ELSE 0
+                            END
+                    END AS progress_value,
+                    COALESCE(weight, 100) AS weight -- Default weight is 100 if not specified
+                FROM tasks t
+                WHERE t.parent_task_id = _task_id
+                AND t.archived IS FALSE
+            )
+            SELECT COALESCE(
+                SUM(progress_value * weight) / NULLIF(SUM(weight), 0),
+                0
+            )
+            FROM subtask_progress
+            INTO _ratio;
+        -- If project uses time-based progress, calculate based on estimated time (total_minutes)
+        ELSIF _use_time_progress IS TRUE THEN
+            WITH subtask_progress AS (
+                SELECT 
+                    CASE 
+                        -- If subtask has manual progress, use that value
+                        WHEN manual_progress IS TRUE AND progress_value IS NOT NULL THEN 
+                            progress_value
+                        -- Otherwise use completion status (0 or 100)
+                        ELSE
+                            CASE 
+                                WHEN EXISTS(
+                                    SELECT 1
+                                    FROM tasks_with_status_view
+                                    WHERE tasks_with_status_view.task_id = t.id
+                                    AND is_done IS TRUE
+                                ) THEN 100
+                                ELSE 0
+                            END
+                    END AS progress_value,
+                    COALESCE(total_minutes, 0) AS estimated_minutes -- Use time estimation for weighting
+                FROM tasks t
+                WHERE t.parent_task_id = _task_id
+                AND t.archived IS FALSE
+            )
+            SELECT COALESCE(
+                SUM(progress_value * estimated_minutes) / NULLIF(SUM(estimated_minutes), 0),
+                0
+            )
+            FROM subtask_progress
+            INTO _ratio;
+        ELSE
+            -- Traditional calculation based on completion status when no special mode is enabled
+            SELECT (CASE
+                        WHEN EXISTS(SELECT 1
+                                    FROM tasks_with_status_view
+                                    WHERE tasks_with_status_view.task_id = _task_id
+                                      AND is_done IS TRUE) THEN 1
+                        ELSE 0 END)
+            INTO _parent_task_done;
+            
+            SELECT COUNT(*)
+            FROM tasks_with_status_view
+            WHERE parent_task_id = _task_id
+              AND is_done IS TRUE
+            INTO _sub_tasks_done;
+            
+            _total_completed = _parent_task_done + _sub_tasks_done;
+            _total_tasks = _sub_tasks_count + 1; -- +1 for the parent task
+            
+            IF _total_tasks = 0 THEN
+                _ratio = 0;
+            ELSE
+                _ratio = (_total_completed / _total_tasks) * 100;
+            END IF;
+        END IF;
+    END IF;
+    
+    -- Ensure ratio is between 0 and 100
+    IF _ratio < 0 THEN
+        _ratio = 0;
+    ELSIF _ratio > 100 THEN
+        _ratio = 100;
+    END IF;
+
+    RETURN JSON_BUILD_OBJECT(
+        'ratio', _ratio,
+        'total_completed', _total_completed,
+        'total_tasks', _total_tasks,
+        'is_manual', _is_manual
+    );
+END
+$$;
+
+-- Make sure we recalculate parent task progress when subtask progress changes
+CREATE OR REPLACE FUNCTION update_parent_task_progress() RETURNS TRIGGER AS
+$$
+DECLARE
+    _parent_task_id UUID;
+    _project_id UUID;
+    _ratio FLOAT;
+BEGIN
+    -- Check if this is a subtask
+    IF NEW.parent_task_id IS NOT NULL THEN
+        _parent_task_id := NEW.parent_task_id;
+        
+        -- Force any parent task with subtasks to NOT use manual progress
+        UPDATE tasks
+        SET manual_progress = FALSE
+        WHERE id = _parent_task_id;
+    END IF;
+    
+    -- If this task has progress value of 100 and doesn't have subtasks, we might want to prompt the user
+    -- to mark it as done. We'll annotate this in a way that the socket handler can detect.
+    IF NEW.progress_value = 100 OR NEW.weight = 100 OR NEW.total_minutes > 0 THEN
+        -- Check if task has status in "done" category
+        SELECT project_id FROM tasks WHERE id = NEW.id INTO _project_id;
+        
+        -- Get the progress ratio for this task
+        SELECT get_task_complete_ratio(NEW.id)->>'ratio' INTO _ratio;
+        
+        IF _ratio::FLOAT >= 100 THEN
+            -- Log that this task is at 100% progress
+            RAISE NOTICE 'Task % progress is at 100%%, may need status update', NEW.id;
+        END IF;
+    END IF;
+    
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+-- Create trigger for updates to task progress
+DROP TRIGGER IF EXISTS update_parent_task_progress_trigger ON tasks;
+CREATE TRIGGER update_parent_task_progress_trigger
+AFTER UPDATE OF progress_value, weight, total_minutes ON tasks
+FOR EACH ROW
+EXECUTE FUNCTION update_parent_task_progress();
+
+-- Create a function to ensure parent tasks never have manual progress when they have subtasks
+CREATE OR REPLACE FUNCTION ensure_parent_task_without_manual_progress() RETURNS TRIGGER AS
+$$
+BEGIN
+    -- If this is a new subtask being created or a task is being converted to a subtask
+    IF NEW.parent_task_id IS NOT NULL THEN
+        -- Force the parent task to NOT use manual progress
+        UPDATE tasks
+        SET manual_progress = FALSE
+        WHERE id = NEW.parent_task_id;
+        
+        -- Log that we've reset manual progress for a parent task
+        RAISE NOTICE 'Reset manual progress for parent task % because it has subtasks', NEW.parent_task_id;
+    END IF;
+    
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+-- Create trigger for when tasks are created or updated with a parent_task_id
+DROP TRIGGER IF EXISTS ensure_parent_task_without_manual_progress_trigger ON tasks;
+CREATE TRIGGER ensure_parent_task_without_manual_progress_trigger
+AFTER INSERT OR UPDATE OF parent_task_id ON tasks
+FOR EACH ROW
+EXECUTE FUNCTION ensure_parent_task_without_manual_progress();
+
+COMMIT; 

worklenz-backend/database/migrations/20250426000000-update-progress-mode-handlers.sql

@@ -0,0 +1,150 @@
+-- Migration: Update socket event handlers to set progress-mode handlers
+-- Date: 2025-04-26
+-- Version: 1.0.0
+
+BEGIN;
+
+-- Create ENUM type for progress modes
+CREATE TYPE progress_mode_type AS ENUM ('manual', 'weighted', 'time', 'default');
+
+-- Alter tasks table to use ENUM type
+ALTER TABLE tasks
+ALTER COLUMN progress_mode TYPE progress_mode_type
+USING progress_mode::text::progress_mode_type;
+
+-- Update the on_update_task_progress function to set progress_mode
+CREATE OR REPLACE FUNCTION on_update_task_progress(_body json) RETURNS json
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _task_id UUID;
+    _progress_value INTEGER;
+    _parent_task_id UUID;
+    _project_id UUID;
+    _current_mode progress_mode_type;
+BEGIN
+    _task_id = (_body ->> 'task_id')::UUID;
+    _progress_value = (_body ->> 'progress_value')::INTEGER;
+    _parent_task_id = (_body ->> 'parent_task_id')::UUID;
+    
+    -- Get the project ID and determine the current progress mode
+    SELECT project_id INTO _project_id FROM tasks WHERE id = _task_id;
+    
+    IF _project_id IS NOT NULL THEN
+        SELECT 
+            CASE
+                WHEN use_manual_progress IS TRUE THEN 'manual'
+                WHEN use_weighted_progress IS TRUE THEN 'weighted'
+                WHEN use_time_progress IS TRUE THEN 'time'
+                ELSE 'default'
+            END
+        INTO _current_mode
+        FROM projects
+        WHERE id = _project_id;
+    ELSE
+        _current_mode := 'default';
+    END IF;
+    
+    -- Update the task with progress value and set the progress mode
+    UPDATE tasks
+    SET progress_value = _progress_value,
+        manual_progress = TRUE,
+        progress_mode = _current_mode,
+        updated_at = CURRENT_TIMESTAMP
+    WHERE id = _task_id;
+
+    -- Return the updated task info
+    RETURN JSON_BUILD_OBJECT(
+        'task_id', _task_id,
+        'progress_value', _progress_value,
+        'progress_mode', _current_mode
+    );
+END;
+$$;
+
+-- Update the on_update_task_weight function to set progress_mode when weight is updated
+CREATE OR REPLACE FUNCTION on_update_task_weight(_body json) RETURNS json
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _task_id UUID;
+    _weight INTEGER;
+    _parent_task_id UUID;
+    _project_id UUID;
+BEGIN
+    _task_id = (_body ->> 'task_id')::UUID;
+    _weight = (_body ->> 'weight')::INTEGER;
+    _parent_task_id = (_body ->> 'parent_task_id')::UUID;
+    
+    -- Get the project ID
+    SELECT project_id INTO _project_id FROM tasks WHERE id = _task_id;
+    
+    -- Update the task with weight value and set progress_mode to 'weighted'
+    UPDATE tasks
+    SET weight = _weight,
+        progress_mode = 'weighted',
+        updated_at = CURRENT_TIMESTAMP
+    WHERE id = _task_id;
+
+    -- Return the updated task info
+    RETURN JSON_BUILD_OBJECT(
+        'task_id', _task_id,
+        'weight', _weight
+    );
+END;
+$$;
+
+-- Create a function to reset progress values when switching project progress modes
+CREATE OR REPLACE FUNCTION reset_project_progress_values() RETURNS TRIGGER
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _old_mode progress_mode_type;
+    _new_mode progress_mode_type;
+    _project_id UUID;
+BEGIN
+    _project_id := NEW.id;
+    
+    -- Determine old and new modes
+    _old_mode := 
+        CASE
+            WHEN OLD.use_manual_progress IS TRUE THEN 'manual'
+            WHEN OLD.use_weighted_progress IS TRUE THEN 'weighted'
+            WHEN OLD.use_time_progress IS TRUE THEN 'time'
+            ELSE 'default'
+        END;
+    
+    _new_mode := 
+        CASE
+            WHEN NEW.use_manual_progress IS TRUE THEN 'manual'
+            WHEN NEW.use_weighted_progress IS TRUE THEN 'weighted'
+            WHEN NEW.use_time_progress IS TRUE THEN 'time'
+            ELSE 'default'
+        END;
+    
+    -- If mode has changed, reset progress values for tasks with the old mode
+    IF _old_mode <> _new_mode THEN
+        -- Reset progress values for tasks that were set in the old mode
+        UPDATE tasks
+        SET progress_value = NULL,
+            progress_mode = NULL
+        WHERE project_id = _project_id
+        AND progress_mode = _old_mode;
+    END IF;
+    
+    RETURN NEW;
+END;
+$$;
+
+-- Create trigger to reset progress values when project progress mode changes
+DROP TRIGGER IF EXISTS reset_progress_on_mode_change ON projects;
+CREATE TRIGGER reset_progress_on_mode_change
+    AFTER UPDATE OF use_manual_progress, use_weighted_progress, use_time_progress
+    ON projects
+    FOR EACH ROW
+    EXECUTE FUNCTION reset_project_progress_values();
+
+COMMIT;

worklenz-backend/database/migrations/20250427000000-fix-progress-mode-type.sql

@@ -0,0 +1,160 @@
+-- Migration: Fix progress_mode_type ENUM and casting issues
+-- Date: 2025-04-27
+-- Version: 1.0.0
+
+BEGIN;
+
+-- First, let's ensure the ENUM type exists with the correct values
+DO $$
+BEGIN
+    -- Check if the type exists
+    IF NOT EXISTS (SELECT 1 FROM pg_type WHERE typname = 'progress_mode_type') THEN
+        CREATE TYPE progress_mode_type AS ENUM ('manual', 'weighted', 'time', 'default');
+    ELSE
+        -- Add any missing values to the existing ENUM
+        BEGIN
+            ALTER TYPE progress_mode_type ADD VALUE IF NOT EXISTS 'manual';
+            ALTER TYPE progress_mode_type ADD VALUE IF NOT EXISTS 'weighted';
+            ALTER TYPE progress_mode_type ADD VALUE IF NOT EXISTS 'time';
+            ALTER TYPE progress_mode_type ADD VALUE IF NOT EXISTS 'default';
+        EXCEPTION
+            WHEN duplicate_object THEN
+                -- Ignore if values already exist
+                NULL;
+        END;
+    END IF;
+END $$;
+
+-- Update functions to use proper type casting
+CREATE OR REPLACE FUNCTION on_update_task_progress(_body json) RETURNS json
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _task_id UUID;
+    _progress_value INTEGER;
+    _parent_task_id UUID;
+    _project_id UUID;
+    _current_mode progress_mode_type;
+BEGIN
+    _task_id = (_body ->> 'task_id')::UUID;
+    _progress_value = (_body ->> 'progress_value')::INTEGER;
+    _parent_task_id = (_body ->> 'parent_task_id')::UUID;
+    
+    -- Get the project ID and determine the current progress mode
+    SELECT project_id INTO _project_id FROM tasks WHERE id = _task_id;
+    
+    IF _project_id IS NOT NULL THEN
+        SELECT 
+            CASE
+                WHEN use_manual_progress IS TRUE THEN 'manual'::progress_mode_type
+                WHEN use_weighted_progress IS TRUE THEN 'weighted'::progress_mode_type
+                WHEN use_time_progress IS TRUE THEN 'time'::progress_mode_type
+                ELSE 'default'::progress_mode_type
+            END
+        INTO _current_mode
+        FROM projects
+        WHERE id = _project_id;
+    ELSE
+        _current_mode := 'default'::progress_mode_type;
+    END IF;
+    
+    -- Update the task with progress value and set the progress mode
+    UPDATE tasks
+    SET progress_value = _progress_value,
+        manual_progress = TRUE,
+        progress_mode = _current_mode,
+        updated_at = CURRENT_TIMESTAMP
+    WHERE id = _task_id;
+
+    -- Return the updated task info
+    RETURN JSON_BUILD_OBJECT(
+        'task_id', _task_id,
+        'progress_value', _progress_value,
+        'progress_mode', _current_mode
+    );
+END;
+$$;
+
+-- Update the on_update_task_weight function to use proper type casting
+CREATE OR REPLACE FUNCTION on_update_task_weight(_body json) RETURNS json
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _task_id UUID;
+    _weight INTEGER;
+    _parent_task_id UUID;
+    _project_id UUID;
+BEGIN
+    _task_id = (_body ->> 'task_id')::UUID;
+    _weight = (_body ->> 'weight')::INTEGER;
+    _parent_task_id = (_body ->> 'parent_task_id')::UUID;
+    
+    -- Get the project ID
+    SELECT project_id INTO _project_id FROM tasks WHERE id = _task_id;
+    
+    -- Update the task with weight value and set progress_mode to 'weighted'
+    UPDATE tasks
+    SET weight = _weight,
+        progress_mode = 'weighted'::progress_mode_type,
+        updated_at = CURRENT_TIMESTAMP
+    WHERE id = _task_id;
+
+    -- Return the updated task info
+    RETURN JSON_BUILD_OBJECT(
+        'task_id', _task_id,
+        'weight', _weight
+    );
+END;
+$$;
+
+-- Update the reset_project_progress_values function to use proper type casting
+CREATE OR REPLACE FUNCTION reset_project_progress_values() RETURNS TRIGGER
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _old_mode progress_mode_type;
+    _new_mode progress_mode_type;
+    _project_id UUID;
+BEGIN
+    _project_id := NEW.id;
+    
+    -- Determine old and new modes with proper type casting
+    _old_mode := 
+        CASE
+            WHEN OLD.use_manual_progress IS TRUE THEN 'manual'::progress_mode_type
+            WHEN OLD.use_weighted_progress IS TRUE THEN 'weighted'::progress_mode_type
+            WHEN OLD.use_time_progress IS TRUE THEN 'time'::progress_mode_type
+            ELSE 'default'::progress_mode_type
+        END;
+    
+    _new_mode := 
+        CASE
+            WHEN NEW.use_manual_progress IS TRUE THEN 'manual'::progress_mode_type
+            WHEN NEW.use_weighted_progress IS TRUE THEN 'weighted'::progress_mode_type
+            WHEN NEW.use_time_progress IS TRUE THEN 'time'::progress_mode_type
+            ELSE 'default'::progress_mode_type
+        END;
+    
+    -- If mode has changed, reset progress values for tasks with the old mode
+    IF _old_mode <> _new_mode THEN
+        -- Reset progress values for tasks that were set in the old mode
+        UPDATE tasks
+        SET progress_value = NULL,
+            progress_mode = NULL
+        WHERE project_id = _project_id
+        AND progress_mode = _old_mode;
+    END IF;
+    
+    RETURN NEW;
+END;
+$$;
+
+-- Update the tasks table to ensure proper type casting for existing values
+UPDATE tasks
+SET progress_mode = progress_mode::text::progress_mode_type
+WHERE progress_mode IS NOT NULL;
+
+COMMIT; 

worklenz-backend/database/migrations/20250506000000-fix-multilevel-subtask-progress-calculation.sql

@@ -0,0 +1,166 @@
+-- Migration: Fix multilevel subtask progress calculation for weighted and manual progress
+-- Date: 2025-05-06
+-- Version: 1.0.0
+
+BEGIN;
+
+-- Update the trigger function to recursively recalculate parent task progress up the entire hierarchy
+CREATE OR REPLACE FUNCTION update_parent_task_progress() RETURNS TRIGGER AS
+$$
+DECLARE
+    _parent_task_id UUID;
+    _project_id UUID;
+    _ratio FLOAT;
+BEGIN
+    -- Check if this is a subtask
+    IF NEW.parent_task_id IS NOT NULL THEN
+        _parent_task_id := NEW.parent_task_id;
+        
+        -- Force any parent task with subtasks to NOT use manual progress
+        UPDATE tasks
+        SET manual_progress = FALSE
+        WHERE id = _parent_task_id;
+        
+        -- Calculate and update the parent's progress value
+        SELECT (get_task_complete_ratio(_parent_task_id)->>'ratio')::FLOAT INTO _ratio;
+        
+        -- Update the parent's progress value
+        UPDATE tasks
+        SET progress_value = _ratio
+        WHERE id = _parent_task_id;
+        
+        -- Recursively propagate changes up the hierarchy by using a recursive CTE
+        WITH RECURSIVE task_hierarchy AS (
+            -- Base case: Start with the parent task
+            SELECT 
+                id,
+                parent_task_id
+            FROM tasks
+            WHERE id = _parent_task_id
+            
+            UNION ALL
+            
+            -- Recursive case: Go up to each ancestor
+            SELECT 
+                t.id,
+                t.parent_task_id
+            FROM tasks t
+            JOIN task_hierarchy th ON t.id = th.parent_task_id
+            WHERE t.id IS NOT NULL
+        )
+        -- For each ancestor, recalculate its progress
+        UPDATE tasks
+        SET 
+            manual_progress = FALSE,
+            progress_value = (SELECT (get_task_complete_ratio(task_hierarchy.id)->>'ratio')::FLOAT)
+        FROM task_hierarchy
+        WHERE tasks.id = task_hierarchy.id
+        AND task_hierarchy.parent_task_id IS NOT NULL;
+        
+        -- Log the recalculation for debugging
+        RAISE NOTICE 'Updated progress for task % to %', _parent_task_id, _ratio;
+    END IF;
+    
+    -- If this task has progress value of 100 and doesn't have subtasks, we might want to prompt the user
+    -- to mark it as done. We'll annotate this in a way that the socket handler can detect.
+    IF NEW.progress_value = 100 OR NEW.weight = 100 OR NEW.total_minutes > 0 THEN
+        -- Check if task has status in "done" category
+        SELECT project_id FROM tasks WHERE id = NEW.id INTO _project_id;
+        
+        -- Get the progress ratio for this task
+        SELECT (get_task_complete_ratio(NEW.id)->>'ratio')::FLOAT INTO _ratio;
+        
+        IF _ratio >= 100 THEN
+            -- Log that this task is at 100% progress
+            RAISE NOTICE 'Task % progress is at 100%%, may need status update', NEW.id;
+        END IF;
+    END IF;
+    
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+-- Update existing trigger or create a new one to handle more changes
+DROP TRIGGER IF EXISTS update_parent_task_progress_trigger ON tasks;
+CREATE TRIGGER update_parent_task_progress_trigger
+AFTER UPDATE OF progress_value, weight, total_minutes, parent_task_id, manual_progress ON tasks
+FOR EACH ROW
+EXECUTE FUNCTION update_parent_task_progress();
+
+-- Also add a trigger for when a new task is inserted
+DROP TRIGGER IF EXISTS update_parent_task_progress_on_insert_trigger ON tasks;
+CREATE TRIGGER update_parent_task_progress_on_insert_trigger
+AFTER INSERT ON tasks
+FOR EACH ROW
+WHEN (NEW.parent_task_id IS NOT NULL)
+EXECUTE FUNCTION update_parent_task_progress();
+
+-- Add a comment to explain the fix
+COMMENT ON FUNCTION update_parent_task_progress() IS 
+'This function recursively updates progress values for all ancestors when a task''s progress changes.
+The previous version only updated the immediate parent, which led to incorrect progress values for
+higher-level parent tasks when using weighted or manual progress calculations with multi-level subtasks.';
+
+-- Add a function to immediately recalculate all task progress values in the correct order
+-- This will fix existing data where parent tasks don't have proper progress values
+CREATE OR REPLACE FUNCTION recalculate_all_task_progress() RETURNS void AS
+$$
+BEGIN
+    -- First, reset manual_progress flag for all tasks that have subtasks
+    UPDATE tasks AS t
+    SET manual_progress = FALSE
+    WHERE EXISTS (
+        SELECT 1
+        FROM tasks
+        WHERE parent_task_id = t.id
+        AND archived IS FALSE
+    );
+    
+    -- Start recalculation from leaf tasks (no subtasks) and propagate upward
+    -- This ensures calculations are done in the right order
+    WITH RECURSIVE task_hierarchy AS (
+        -- Base case: Start with all leaf tasks (no subtasks)
+        SELECT 
+            id,
+            parent_task_id,
+            0 AS level
+        FROM tasks
+        WHERE NOT EXISTS (
+            SELECT 1 FROM tasks AS sub
+            WHERE sub.parent_task_id = tasks.id
+            AND sub.archived IS FALSE
+        )
+        AND archived IS FALSE
+        
+        UNION ALL
+        
+        -- Recursive case: Move up to parent tasks, but only after processing all their children
+        SELECT 
+            t.id,
+            t.parent_task_id,
+            th.level + 1
+        FROM tasks t
+        JOIN task_hierarchy th ON t.id = th.parent_task_id
+        WHERE t.archived IS FALSE
+    )
+    -- Sort by level to ensure we calculate in the right order (leaves first, then parents)
+    -- This ensures we're using already updated progress values
+    UPDATE tasks
+    SET progress_value = (SELECT (get_task_complete_ratio(tasks.id)->>'ratio')::FLOAT)
+    FROM (
+        SELECT id, level
+        FROM task_hierarchy
+        ORDER BY level
+    ) AS ordered_tasks
+    WHERE tasks.id = ordered_tasks.id
+    AND (manual_progress IS FALSE OR manual_progress IS NULL);
+    
+    -- Log the completion of the recalculation
+    RAISE NOTICE 'Finished recalculating all task progress values';
+END;
+$$ LANGUAGE plpgsql;
+
+-- Execute the function to fix existing data
+SELECT recalculate_all_task_progress();
+
+COMMIT;

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

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

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

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

worklenz-backend/database/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

@@ -3351,15 +3351,15 @@ BEGIN
     SELECT COALESCE(ARRAY_TO_JSON(ARRAY_AGG(ROW_TO_JSON(rec))), '[]'::JSON)
     FROM (SELECT team_member_id,
                  project_member_id,
-                 (SELECT name FROM team_member_info_view WHERE team_member_info_view.team_member_id = tm.id),
-                 (SELECT email_notifications_enabled
+                 COALESCE((SELECT name FROM team_member_info_view WHERE team_member_info_view.team_member_id = tm.id), '') as name,
+                 COALESCE((SELECT email_notifications_enabled
                   FROM notification_settings
                   WHERE team_id = tm.team_id
-                    AND notification_settings.user_id = u.id) AS email_notifications_enabled,
-                 u.avatar_url,
+                    AND notification_settings.user_id = u.id), false) AS email_notifications_enabled,
+                 COALESCE(u.avatar_url, '') as avatar_url,
                  u.id AS user_id,
-                 u.email,
-                 u.socket_id AS socket_id,
+                 COALESCE(u.email, '') as email,
+                 COALESCE(u.socket_id, '') as socket_id,
                  tm.team_id AS team_id
           FROM tasks_assignees
                    INNER JOIN team_members tm ON tm.id = tasks_assignees.team_member_id
@@ -4066,14 +4066,14 @@ DECLARE
     _schedule_id          JSON;
     _task_completed_at    TIMESTAMPTZ;
 BEGIN
-    SELECT name FROM tasks WHERE id = _task_id INTO _task_name;
+    SELECT COALESCE(name, '') FROM tasks WHERE id = _task_id INTO _task_name;
 
-    SELECT name
+    SELECT COALESCE(name, '')
     FROM task_statuses
     WHERE id = (SELECT status_id FROM tasks WHERE id = _task_id)
     INTO _previous_status_name;
 
-    SELECT name FROM task_statuses WHERE id = _status_id INTO _new_status_name;
+    SELECT COALESCE(name, '') FROM task_statuses WHERE id = _status_id INTO _new_status_name;
 
     IF (_previous_status_name != _new_status_name)
     THEN
@@ -4081,14 +4081,22 @@ BEGIN
 
         SELECT get_task_complete_info(_task_id, _status_id) INTO _task_info;
 
-        SELECT name FROM users WHERE id = _user_id INTO _updater_name;
+        SELECT COALESCE(name, '') FROM users WHERE id = _user_id INTO _updater_name;
 
         _message = CONCAT(_updater_name, ' transitioned "', _task_name, '" from ', _previous_status_name, ' ⟶ ',
                           _new_status_name);
     END IF;
 
     SELECT completed_at FROM tasks WHERE id = _task_id INTO _task_completed_at;
-    SELECT schedule_id FROM tasks WHERE id = _task_id INTO _schedule_id;
+    
+    -- Handle schedule_id properly for recurring tasks
+    SELECT CASE 
+        WHEN schedule_id IS NULL THEN 'null'::json
+        ELSE json_build_object('id', schedule_id)
+    END
+    FROM tasks 
+    WHERE id = _task_id 
+    INTO _schedule_id;
 
     SELECT COALESCE(ROW_TO_JSON(r), '{}'::JSON)
     FROM (SELECT is_done, is_doing, is_todo
@@ -4097,7 +4105,7 @@ BEGIN
     INTO _status_category;
 
     RETURN JSON_BUILD_OBJECT(
-            'message', _message,
+            'message', COALESCE(_message, ''),
             'project_id', (SELECT project_id FROM tasks WHERE id = _task_id),
             'parent_done', (CASE
                                 WHEN EXISTS(SELECT 1
@@ -4105,14 +4113,14 @@ BEGIN
                                             WHERE tasks_with_status_view.task_id = _task_id
                                               AND is_done IS TRUE) THEN 1
                                 ELSE 0 END),
-            'color_code', (_task_info ->> 'color_code')::TEXT,
-            'color_code_dark', (_task_info ->> 'color_code_dark')::TEXT,
-            'total_tasks', (_task_info ->> 'total_tasks')::INT,
-            'total_completed', (_task_info ->> 'total_completed')::INT,
-            'members', (_task_info ->> 'members')::JSON,
+            'color_code', COALESCE((_task_info ->> 'color_code')::TEXT, ''),
+            '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),
             'completed_at', _task_completed_at,
-            'status_category', _status_category,
-            'schedule_id', _schedule_id
+            'status_category', COALESCE(_status_category, '{}'::JSON),
+            'schedule_id', COALESCE(_schedule_id, 'null'::JSON)
            );
 END
 $$;
@@ -5393,7 +5401,8 @@ BEGIN
         updated_at             = CURRENT_TIMESTAMP,
         estimated_working_days = (_body ->> 'working_days')::INTEGER,
         estimated_man_days     = (_body ->> 'man_days')::INTEGER,
-        hours_per_day          = (_body ->> 'hours_per_day')::INTEGER
+        hours_per_day          = (_body ->> 'hours_per_day')::INTEGER,
+        currency               = COALESCE(UPPER((_body ->> 'currency')::TEXT), currency)
     WHERE id = (_body ->> 'id')::UUID
       AND team_id = _team_id
     RETURNING id INTO _project_id;
@@ -6148,3 +6157,260 @@ BEGIN
     RETURN v_new_id;
 END;
 $$;
+
+CREATE OR REPLACE FUNCTION transfer_team_ownership(_team_id UUID, _new_owner_id UUID) RETURNS json
+    LANGUAGE plpgsql
+AS
+$$
+DECLARE
+    _old_owner_id UUID;
+    _owner_role_id UUID;
+    _admin_role_id UUID;
+    _old_org_id UUID;
+    _new_org_id UUID;
+    _has_license BOOLEAN;
+    _old_owner_role_id UUID;
+    _new_owner_role_id UUID;
+    _has_active_coupon BOOLEAN;
+    _other_teams_count INTEGER;
+    _new_owner_org_id UUID;
+    _license_type_id UUID;
+    _has_valid_license BOOLEAN;
+BEGIN
+    -- Get the current owner's ID and organization
+    SELECT t.user_id, t.organization_id 
+    INTO _old_owner_id, _old_org_id 
+    FROM teams t 
+    WHERE t.id = _team_id;
+    
+    IF _old_owner_id IS NULL THEN
+        RAISE EXCEPTION 'Team not found';
+    END IF;
+
+    -- Get the new owner's organization
+    SELECT organization_id INTO _new_owner_org_id
+    FROM organizations
+    WHERE user_id = _new_owner_id;
+
+    -- Get the old organization
+    SELECT id INTO _old_org_id
+    FROM organizations
+    WHERE id = _old_org_id;
+
+    IF _old_org_id IS NULL THEN
+        RAISE EXCEPTION 'Organization not found';
+    END IF;
+
+    -- Check if new owner has any valid license type
+    SELECT EXISTS (
+        SELECT 1 
+        FROM (
+            -- Check regular subscriptions
+            SELECT lus.user_id, lus.status, lus.active
+            FROM licensing_user_subscriptions lus
+            WHERE lus.user_id = _new_owner_id 
+            AND lus.active = TRUE
+            AND lus.status IN ('active', 'trialing')
+            
+            UNION ALL
+            
+            -- Check custom subscriptions
+            SELECT lcs.user_id, lcs.subscription_status as status, TRUE as active
+            FROM licensing_custom_subs lcs
+            WHERE lcs.user_id = _new_owner_id
+            AND lcs.end_date > CURRENT_DATE
+            
+            UNION ALL
+            
+            -- Check trial status in organizations
+            SELECT o.user_id, o.subscription_status as status, TRUE as active
+            FROM organizations o
+            WHERE o.user_id = _new_owner_id
+            AND o.trial_in_progress = TRUE
+            AND o.trial_expire_date > CURRENT_DATE
+        ) valid_licenses
+    ) INTO _has_valid_license;
+
+    IF NOT _has_valid_license THEN
+        RAISE EXCEPTION 'New owner does not have a valid license (subscription, custom subscription, or trial)';
+    END IF;
+
+    -- Check if new owner has any active coupon codes
+    SELECT EXISTS (
+        SELECT 1 
+        FROM licensing_coupon_codes lcc
+        WHERE lcc.redeemed_by = _new_owner_id 
+        AND lcc.is_redeemed = TRUE
+        AND lcc.is_refunded = FALSE
+    ) INTO _has_active_coupon;
+
+    IF _has_active_coupon THEN
+        RAISE EXCEPTION 'New owner has active coupon codes that need to be handled before transfer';
+    END IF;
+
+    -- Count other teams in the organization for information purposes
+    SELECT COUNT(*) INTO _other_teams_count
+    FROM teams
+    WHERE organization_id = _old_org_id
+    AND id != _team_id;
+
+    -- If new owner has their own organization, move the team to their organization
+    IF _new_owner_org_id IS NOT NULL THEN
+        -- Update the team to use the new owner's organization
+        UPDATE teams 
+        SET user_id = _new_owner_id,
+            organization_id = _new_owner_org_id
+        WHERE id = _team_id;
+        
+        -- Create notification about organization change
+        PERFORM create_notification(
+            _old_owner_id,
+            _team_id,
+            NULL,
+            NULL,
+            CONCAT('Team <b>', (SELECT name FROM teams WHERE id = _team_id), '</b> has been moved to a different organization')
+        );
+
+        PERFORM create_notification(
+            _new_owner_id,
+            _team_id,
+            NULL,
+            NULL,
+            CONCAT('Team <b>', (SELECT name FROM teams WHERE id = _team_id), '</b> has been moved to your organization')
+        );
+    ELSE
+        -- If new owner doesn't have an organization, transfer the old organization to them
+        UPDATE organizations
+        SET user_id = _new_owner_id
+        WHERE id = _old_org_id;
+        
+        -- Update the team to use the same organization
+        UPDATE teams 
+        SET user_id = _new_owner_id,
+            organization_id = _old_org_id
+        WHERE id = _team_id;
+
+        -- Notify both users about organization ownership transfer
+        PERFORM create_notification(
+            _old_owner_id,
+            NULL,
+            NULL,
+            NULL,
+            CONCAT('You are no longer the owner of organization <b>', (SELECT organization_name FROM organizations WHERE id = _old_org_id), '</b>')
+        );
+
+        PERFORM create_notification(
+            _new_owner_id,
+            NULL,
+            NULL,
+            NULL,
+            CONCAT('You are now the owner of organization <b>', (SELECT organization_name FROM organizations WHERE id = _old_org_id), '</b>')
+        );
+    END IF;
+    
+    -- Get the owner and admin role IDs
+    SELECT id INTO _owner_role_id FROM roles WHERE team_id = _team_id AND owner = TRUE;
+    SELECT id INTO _admin_role_id FROM roles WHERE team_id = _team_id AND admin_role = TRUE;
+
+    -- Get current role IDs for both users
+    SELECT role_id INTO _old_owner_role_id 
+    FROM team_members 
+    WHERE team_id = _team_id AND user_id = _old_owner_id;
+
+    SELECT role_id INTO _new_owner_role_id 
+    FROM team_members 
+    WHERE team_id = _team_id AND user_id = _new_owner_id;
+    
+    -- Update the old owner's role to admin if they want to stay in the team
+    IF _old_owner_role_id IS NOT NULL THEN
+        UPDATE team_members 
+        SET role_id = _admin_role_id 
+        WHERE team_id = _team_id AND user_id = _old_owner_id;
+    END IF;
+    
+    -- Update the new owner's role to owner
+    IF _new_owner_role_id IS NOT NULL THEN
+        UPDATE team_members 
+        SET role_id = _owner_role_id 
+        WHERE team_id = _team_id AND user_id = _new_owner_id;
+    ELSE
+        -- If new owner is not a team member yet, add them
+        INSERT INTO team_members (user_id, team_id, role_id)
+        VALUES (_new_owner_id, _team_id, _owner_role_id);
+    END IF;
+
+    -- Create notification for both users about team ownership
+    PERFORM create_notification(
+        _old_owner_id,
+        _team_id,
+        NULL,
+        NULL,
+        CONCAT('You are no longer the owner of team <b>', (SELECT name FROM teams WHERE id = _team_id), '</b>')
+    );
+
+    PERFORM create_notification(
+        _new_owner_id,
+        _team_id,
+        NULL,
+        NULL,
+        CONCAT('You are now the owner of team <b>', (SELECT name FROM teams WHERE id = _team_id), '</b>')
+    );
+    
+    RETURN json_build_object(
+        'success', TRUE,
+        'old_owner_id', _old_owner_id,
+        'new_owner_id', _new_owner_id,
+        'team_id', _team_id,
+        'old_org_id', _old_org_id,
+        'new_org_id', COALESCE(_new_owner_org_id, _old_org_id),
+        'old_role_id', _old_owner_role_id,
+        'new_role_id', _new_owner_role_id,
+        'has_valid_license', _has_valid_license,
+        'has_active_coupon', _has_active_coupon,
+        'other_teams_count', _other_teams_count,
+        'org_ownership_transferred', _new_owner_org_id IS NULL,
+        'team_moved_to_new_org', _new_owner_org_id IS NOT NULL
+    );
+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

@@ -11,16 +11,30 @@
   "repository": "GITHUB_REPO_HERE",
   "author": "worklenz.com",
   "scripts": {
-    "start": "node ./build/bin/www",
-    "tcs": "grunt build:tsc",
-    "build": "grunt build",
-    "watch": "grunt watch",
-    "dev": "grunt dev",
-    "es": "esbuild `find src -type f -name '*.ts'` --platform=node --minify=true --watch=true --target=esnext --format=cjs --tsconfig=tsconfig.prod.json --outdir=dist",
-    "copy": "grunt copy",
+    "test": "jest",
+    "start": "node build/bin/www.js",
+    "dev": "npm run build:dev && npm run watch",
+    "build": "npm run clean && npm run compile && npm run copy && npm run compress",
+    "build:dev": "npm run clean && npm run compile:dev && npm run copy",
+    "build:prod": "npm run clean && npm run compile:prod && npm run copy && npm run minify && npm run compress",
+    "clean": "rimraf build",
+    "compile": "tsc --build tsconfig.prod.json",
+    "compile:dev": "tsc --build tsconfig.json",
+    "compile:prod": "tsc --build tsconfig.prod.json",
+    "copy": "npm run copy:assets && npm run copy:views && npm run copy:config && npm run copy:shared",
+    "copy:assets": "npx cpx2 \"src/public/**\" build/public",
+    "copy:views": "npx cpx2 \"src/views/**\" build/views",
+    "copy:config": "npx cpx2 \".env\" build && npx cpx2 \"package.json\" build",
+    "copy:shared": "npx cpx2 \"src/shared/postgresql-error-codes.json\" build/shared && npx cpx2 \"src/shared/sample-data.json\" build/shared && npx cpx2 \"src/shared/templates/**\" build/shared/templates",
+    "watch": "concurrently \"npm run watch:ts\" \"npm run watch:assets\"",
+    "watch:ts": "tsc --build tsconfig.json --watch",
+    "watch:assets": "npx cpx2 \"src/{public,views}/**\" build --watch",
+    "minify": "terser build/**/*.js --compress --mangle --output-dir build",
+    "compress": "node scripts/compress.js",
+    "swagger": "node ./cli/swagger",
+    "inline-queries": "node ./cli/inline-queries",
     "sonar": "sonar-scanner -Dproject.settings=sonar-project-dev.properties",
     "tsc": "tsc",
-    "test": "jest --setupFiles dotenv/config",
     "test:watch": "jest --watch --setupFiles dotenv/config"
   },
   "jestSonar": {
@@ -28,6 +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",
@@ -45,6 +62,7 @@
     "cors": "^2.8.5",
     "cron": "^2.4.0",
     "crypto-js": "^4.1.1",
+    "csrf-sync": "^4.2.1",
     "csurf": "^1.11.0",
     "debug": "^4.3.4",
     "dotenv": "^16.3.1",
@@ -120,26 +138,22 @@
     "@typescript-eslint/eslint-plugin": "^5.62.0",
     "@typescript-eslint/parser": "^5.62.0",
     "chokidar": "^3.5.3",
+    "concurrently": "^9.1.2",
+    "cpx2": "^8.0.0",
     "esbuild": "^0.17.19",
     "esbuild-envfile-plugin": "^1.0.5",
     "esbuild-node-externals": "^1.8.0",
     "eslint": "^8.45.0",
     "eslint-plugin-security": "^1.7.1",
     "fs-extra": "^10.1.0",
-    "grunt": "^1.6.1",
-    "grunt-contrib-clean": "^2.0.1",
-    "grunt-contrib-compress": "^2.0.0",
-    "grunt-contrib-copy": "^1.0.0",
-    "grunt-contrib-uglify": "^5.2.2",
-    "grunt-contrib-watch": "^1.1.0",
-    "grunt-shell": "^4.0.0",
-    "grunt-sync": "^0.8.2",
     "highcharts": "^11.1.0",
     "jest": "^28.1.3",
     "jest-sonar-reporter": "^2.0.0",
     "ncp": "^2.0.0",
     "nodeman": "^1.1.2",
+    "rimraf": "^6.0.1",
     "swagger-jsdoc": "^6.2.8",
+    "terser": "^5.40.0",
     "ts-jest": "^28.0.8",
     "ts-node": "^10.9.1",
     "tslint": "^6.1.3",

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/scripts/compress.js

@@ -0,0 +1,53 @@
+const fs = require('fs');
+const path = require('path');
+const { createGzip } = require('zlib');
+const { pipeline } = require('stream');
+
+async function compressFile(inputPath, outputPath) {
+  return new Promise((resolve, reject) => {
+    const gzip = createGzip();
+    const source = fs.createReadStream(inputPath);
+    const destination = fs.createWriteStream(outputPath);
+
+    pipeline(source, gzip, destination, (err) => {
+      if (err) {
+        reject(err);
+      } else {
+        resolve();
+      }
+    });
+  });
+}
+
+async function compressDirectory(dir) {
+  const files = fs.readdirSync(dir, { withFileTypes: true });
+  
+  for (const file of files) {
+    const fullPath = path.join(dir, file.name);
+    
+    if (file.isDirectory()) {
+      await compressDirectory(fullPath);
+    } else if (file.name.endsWith('.js') || file.name.endsWith('.css')) {
+      const gzPath = fullPath + '.gz';
+      await compressFile(fullPath, gzPath);
+      console.log(`Compressed: ${fullPath} -> ${gzPath}`);
+    }
+  }
+}
+
+async function main() {
+  try {
+    const buildDir = path.join(__dirname, '../build');
+    if (fs.existsSync(buildDir)) {
+      await compressDirectory(buildDir);
+      console.log('Compression complete!');
+    } else {
+      console.log('Build directory not found. Run build first.');
+    }
+  } catch (error) {
+    console.error('Compression failed:', error);
+    process.exit(1);
+  }
+}
+
+main(); 

worklenz-backend/src/app.ts

@@ -6,7 +6,7 @@ import logger from "morgan";
 import helmet from "helmet";
 import compression from "compression";
 import passport from "passport";
-import csurf from "csurf";
+import { csrfSync } from "csrf-sync";
 import rateLimit from "express-rate-limit";
 import cors from "cors";
 import flash from "connect-flash";
@@ -112,17 +112,13 @@ function isLoggedIn(req: Request, _res: Response, next: NextFunction) {
   return req.user ? next() : next(createError(401));
 }
 
-// CSRF configuration
-const csrfProtection = csurf({
-  cookie: {
-    key: "XSRF-TOKEN",
-    path: "/",
-    httpOnly: false,
-    secure: isProduction(), // Only secure in production
-    sameSite: isProduction() ? "none" : "lax", // Different settings for dev vs prod
-    domain: isProduction() ? ".worklenz.com" : undefined // Only set domain in production
-  },
-  ignoreMethods: ["HEAD", "OPTIONS"]
+// CSRF configuration using csrf-sync for session-based authentication
+const {
+  invalidCsrfTokenError,
+  generateToken,
+  csrfSynchronisedProtection,
+} = csrfSync({
+  getTokenFromRequest: (req: Request) => req.headers["x-csrf-token"] as string || (req.body && req.body["_csrf"])
 });
 
 // Apply CSRF selectively (exclude webhooks and public routes)
@@ -135,38 +131,25 @@ app.use((req, res, next) => {
   ) {
     next();
   } else {
-    csrfProtection(req, res, next);
+    csrfSynchronisedProtection(req, res, next);
   }
 });
 
-// Set CSRF token cookie
+// Set CSRF token method on request object for compatibility
 app.use((req: Request, res: Response, next: NextFunction) => {
-  if (req.csrfToken) {
-    const token = req.csrfToken();
-    res.cookie("XSRF-TOKEN", token, {
-      httpOnly: false,
-      secure: isProduction(),
-      sameSite: isProduction() ? "none" : "lax",
-      domain: isProduction() ? ".worklenz.com" : undefined,
-      path: "/"
-    });
+  // Add csrfToken method to request object for compatibility
+  if (!req.csrfToken && generateToken) {
+    req.csrfToken = (overwrite?: boolean) => generateToken(req, overwrite);
   }
   next();
 });
 
 // CSRF token refresh endpoint
 app.get("/csrf-token", (req: Request, res: Response) => {
-  if (req.csrfToken) {
-    const token = req.csrfToken();
-    res.cookie("XSRF-TOKEN", token, {
-      httpOnly: false,
-      secure: isProduction(),
-      sameSite: isProduction() ? "none" : "lax",
-      domain: isProduction() ? ".worklenz.com" : undefined,
-      path: "/"
-    });
-    res.status(200).json({ done: true, message: "CSRF token refreshed" });
-  } else {
+  try {
+    const token = generateToken(req);
+    res.status(200).json({ done: true, message: "CSRF token refreshed", token });
+  } catch (error) {
     res.status(500).json({ done: false, message: "Failed to generate CSRF token" });
   }
 });
@@ -219,7 +202,7 @@ if (isInternalServer()) {
 
 // CSRF error handler
 app.use((err: any, req: Request, res: Response, next: NextFunction) => {
-  if (err.code === "EBADCSRFTOKEN") {
+  if (err === invalidCsrfTokenError) {
     return res.status(403).json({
       done: false,
       message: "Invalid CSRF token",

worklenz-backend/src/controllers/admin-center-controller.ts

@@ -5,7 +5,7 @@ import db from "../config/db";
 import {ServerResponse} from "../models/server-response";
 import WorklenzControllerBase from "./worklenz-controller-base";
 import HandleExceptions from "../decorators/handle-exceptions";
-import {calculateMonthDays, getColor, megabytesToBytes} from "../shared/utils";
+import {calculateMonthDays, getColor, log_error, megabytesToBytes} from "../shared/utils";
 import moment from "moment";
 import {calculateStorage} from "../shared/s3";
 import {checkTeamSubscriptionStatus, getActiveTeamMemberCount, getCurrentProjectsCount, getFreePlanSettings, getOwnerIdByTeam, getTeamMemberCount, getUsedStorage} from "../shared/paddle-utils";
@@ -232,7 +232,11 @@ export default class AdminCenterController extends WorklenzControllerBase {
                                      FROM team_member_info_view
                                      WHERE team_member_info_view.team_member_id = tm.id),
                                     role_id,
-                                    r.name AS role_name
+                                    r.name AS role_name,
+                                    EXISTS(SELECT email
+                                           FROM email_invitations
+                                           WHERE team_member_id = tm.id
+                                             AND email_invitations.team_id = tm.team_id) AS pending_invitation
                              FROM team_members tm
                                     LEFT JOIN users u on tm.user_id = u.id
                                     LEFT JOIN roles r on tm.role_id = r.id
@@ -255,22 +259,33 @@ export default class AdminCenterController extends WorklenzControllerBase {
     const {id} = req.params;
     const {name, teamMembers} = req.body;
 
-    const updateNameQuery = `UPDATE teams
-                             SET name = $1
-                             WHERE id = $2;`;
-    await db.query(updateNameQuery, [name, id]);
+    try {
+      // Update team name
+      const updateNameQuery = `UPDATE teams SET name = $1 WHERE id = $2 RETURNING id;`;
+      const nameResult = await db.query(updateNameQuery, [name, id]);
+      
+      if (!nameResult.rows.length) {
+        return res.status(404).send(new ServerResponse(false, null, "Team not found"));
+      }
 
-    if (teamMembers.length) {
-      teamMembers.forEach(async (element: { role_name: string; user_id: string; }) => {
-        const q = `UPDATE team_members
-                   SET role_id = (SELECT id FROM roles WHERE roles.team_id = $1 AND name = $2)
-                   WHERE user_id = $3
-                     AND team_id = $1;`;
-        await db.query(q, [id, element.role_name, element.user_id]);
-      });
+      // Update team member roles if provided
+      if (teamMembers?.length) {
+        // Use Promise.all to handle all role updates concurrently
+        await Promise.all(teamMembers.map(async (member: { role_name: string; user_id: string; }) => {
+          const roleQuery = `
+            UPDATE team_members 
+            SET role_id = (SELECT id FROM roles WHERE roles.team_id = $1 AND name = $2)
+            WHERE user_id = $3 AND team_id = $1
+            RETURNING id;`;
+          await db.query(roleQuery, [id, member.role_name, member.user_id]);
+        }));
+      }
+
+      return res.status(200).send(new ServerResponse(true, null, "Team updated successfully"));
+    } catch (error) {
+      log_error("Error updating team:", error);
+      return res.status(500).send(new ServerResponse(false, null, "Failed to update team"));
     }
-
-    return res.status(200).send(new ServerResponse(true, [], "Team updated successfully"));
   }
 
   @HandleExceptions()

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

@@ -31,12 +31,23 @@ 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;
 
-    const midTitle = req.query.strategy === "login" ? "Login Failed!" : "Signup Failed!";
-    const title = req.query.strategy ? midTitle : null;
+    // Determine title based on authentication status and strategy
+    let title = null;
+    if (req.query.strategy) {
+      if (auth_error) {
+        // Show failure title only when there's an actual error
+        title = req.query.strategy === "login" ? "Login Failed!" : "Signup Failed!";
+      } else if (req.isAuthenticated() && message) {
+        // Show success title when authenticated and there's a success message
+        title = req.query.strategy === "login" ? "Login Successful!" : "Signup Successful!";
+      }
+      // If no error and not authenticated, don't show any title (this might be a redirect without completion)
+    }
 
     if (req.user)
       req.user.build_v = FileConstants.getRelease();

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

@@ -322,7 +322,7 @@ export default class ProjectInsightsController extends WorklenzControllerBase {
              (SELECT get_task_assignees(tasks.id)) AS assignees
       FROM tasks
              JOIN work_log ON work_log.task_id = tasks.id
-      WHERE project_id = $1
+      WHERE project_id = $1 AND total_minutes <> 0 AND (total_minutes * 60) <> work_log.total_time_spent
         AND CASE
               WHEN ($2 IS TRUE) THEN project_id IS NOT NULL
               ELSE archived IS FALSE END

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,
@@ -408,6 +409,9 @@ export default class ProjectsController extends WorklenzControllerBase {
              sps.color_code AS status_color,
              sps.icon AS status_icon,
              (SELECT name FROM clients WHERE id = projects.client_id) AS client_name,
+             projects.use_manual_progress,
+             projects.use_weighted_progress,
+             projects.use_time_progress,
 
              (SELECT COALESCE(ROW_TO_JSON(pm), '{}'::JSON)
                     FROM (SELECT team_member_id AS id,

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

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

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

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

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

@@ -15,6 +15,25 @@ enum IToggleOptions {
 }
 
 export default class ReportingAllocationController extends ReportingControllerBase {
+  // Helper method to build billable query with custom table alias
+  private static buildBillableQueryWithAlias(selectedStatuses: { billable: boolean; nonBillable: boolean }, tableAlias: string = 'tasks'): string {
+    const { billable, nonBillable } = selectedStatuses;
+  
+    if (billable && nonBillable) {
+      // Both are enabled, no need to filter
+      return "";
+    } else if (billable && !nonBillable) {
+      // Only billable is enabled - show only billable tasks
+      return ` AND ${tableAlias}.billable IS TRUE`;
+    } else if (!billable && nonBillable) {
+      // Only non-billable is enabled - show only non-billable tasks
+      return ` AND ${tableAlias}.billable IS FALSE`;
+    } else {
+      // Neither selected - this shouldn't happen in normal UI flow
+      return "";
+    }
+  }
+
   private static async getTimeLoggedByProjects(projects: string[], users: string[], key: string, dateRange: string[], archived = false, user_id = "", billable: { billable: boolean; nonBillable: boolean }): Promise<any> {
     try {
       const projectIds = projects.map(p => `'${p}'`).join(",");
@@ -77,8 +96,8 @@ export default class ReportingAllocationController extends ReportingControllerBa
                sps.icon AS status_icon,
                (SELECT COUNT(*)
                 FROM tasks
-                WHERE CASE WHEN ($1 IS TRUE) THEN project_id IS NOT NULL ELSE archived = FALSE END ${billableQuery}
-                  AND project_id = projects.id) AS all_tasks_count,
+                WHERE CASE WHEN ($1 IS TRUE) THEN project_id IS NOT NULL ELSE archived = FALSE END
+                  AND project_id = projects.id ${billableQuery}) AS all_tasks_count,
                (SELECT COUNT(*)
                 FROM tasks
                 WHERE CASE WHEN ($1 IS TRUE) THEN project_id IS NOT NULL ELSE archived = FALSE END
@@ -94,10 +113,11 @@ export default class ReportingAllocationController extends ReportingControllerBa
                         SELECT name,
                                (SELECT COALESCE(SUM(time_spent), 0)
                                 FROM task_work_log
-                                       LEFT JOIN tasks ON task_work_log.task_id = tasks.id 
-                                WHERE user_id = users.id ${billableQuery}
+                                       LEFT JOIN tasks ON task_work_log.task_id = tasks.id
+                                WHERE user_id = users.id
                                   AND CASE WHEN ($1 IS TRUE) THEN tasks.project_id IS NOT NULL ELSE tasks.archived = FALSE END
                                   AND tasks.project_id = projects.id
+                                  ${billableQuery}
                                   ${duration}) AS time_logged
                         FROM users
                         WHERE id IN (${userIds})
@@ -121,10 +141,11 @@ export default class ReportingAllocationController extends ReportingControllerBa
       const q = `(SELECT id,
                     (SELECT COALESCE(SUM(time_spent), 0)
                     FROM task_work_log
-                            LEFT JOIN tasks ON task_work_log.task_id = tasks.id ${billableQuery}
+                            LEFT JOIN tasks ON task_work_log.task_id = tasks.id
                     WHERE user_id = users.id
                     AND CASE WHEN ($1 IS TRUE) THEN tasks.project_id IS NOT NULL ELSE tasks.archived = FALSE END
                     AND tasks.project_id IN (${projectIds})
+                    ${billableQuery}
                     ${duration}) AS time_logged
                     FROM users
                     WHERE id IN (${userIds})
@@ -346,6 +367,8 @@ export default class ReportingAllocationController extends ReportingControllerBa
     const projects = (req.body.projects || []) as string[];
     const projectIds = projects.map(p => `'${p}'`).join(",");
 
+    const categories = (req.body.categories || []) as string[];
+    const noCategory = req.body.noCategory || false;
     const billable = req.body.billable;
 
     if (!teamIds || !projectIds.length)
@@ -361,6 +384,33 @@ export default class ReportingAllocationController extends ReportingControllerBa
 
     const billableQuery = this.buildBillableQuery(billable);
 
+    // Prepare projects filter
+    let projectsFilter = "";
+    if (projectIds.length > 0) {
+      projectsFilter = `AND p.id IN (${projectIds})`;
+    } else {
+      // If no projects are selected, don't show any data
+      projectsFilter = `AND 1=0`; // This will match no rows
+    }
+
+    // Prepare categories filter - updated logic
+    let categoriesFilter = "";
+    if (categories.length > 0 && noCategory) {
+      // Both specific categories and "No Category" are selected
+      const categoryIds = categories.map(id => `'${id}'`).join(",");
+      categoriesFilter = `AND (p.category_id IS NULL OR p.category_id IN (${categoryIds}))`;
+    } else if (categories.length === 0 && noCategory) {
+      // Only "No Category" is selected
+      categoriesFilter = `AND p.category_id IS NULL`;
+    } else if (categories.length > 0 && !noCategory) {
+      // Only specific categories are selected
+      const categoryIds = categories.map(id => `'${id}'`).join(",");
+      categoriesFilter = `AND p.category_id IN (${categoryIds})`;
+    } else {
+      // categories.length === 0 && !noCategory - no categories selected, show nothing
+      categoriesFilter = `AND 1=0`; // This will match no rows
+    }
+
     const q = `
         SELECT p.id,
             p.name,
@@ -368,13 +418,15 @@ export default class ReportingAllocationController extends ReportingControllerBa
             SUM(total_minutes) AS estimated,
             color_code
         FROM projects p
-                LEFT JOIN tasks ON tasks.project_id = p.id ${billableQuery}
+                LEFT JOIN tasks ON tasks.project_id = p.id
                 LEFT JOIN task_work_log ON task_work_log.task_id = tasks.id
-        WHERE p.id IN (${projectIds}) ${durationClause} ${archivedClause}
+        WHERE p.id IN (${projectIds}) ${durationClause} ${archivedClause} ${categoriesFilter} ${billableQuery}
         GROUP BY p.id, p.name
         ORDER BY logged_time DESC;`;
     const result = await db.query(q, []);
 
+    const utilization = (req.body.utilization || []) as string[];
+
     const data = [];
 
     for (const project of result.rows) {
@@ -401,38 +453,271 @@ export default class ReportingAllocationController extends ReportingControllerBa
     const projects = (req.body.projects || []) as string[];
     const projectIds = projects.map(p => `'${p}'`).join(",");
 
+    const categories = (req.body.categories || []) as string[];
+    const noCategory = req.body.noCategory || false;
     const billable = req.body.billable;
 
-    if (!teamIds || !projectIds.length)
-      return res.status(200).send(new ServerResponse(true, { users: [], projects: [] }));
+    if (!teamIds)
+      return res.status(200).send(new ServerResponse(true, { filteredRows: [], totals: { total_time_logs: "0", total_estimated_hours: "0", total_utilization: "0" } }));
 
     const { duration, date_range } = req.body;
 
-    const durationClause = this.getDateRangeClause(duration || DATE_RANGES.LAST_WEEK, date_range);
+    // Calculate the date range (start and end)
+    let startDate: moment.Moment;
+    let endDate: moment.Moment;
+    if (date_range && date_range.length === 2) {
+      startDate = moment(date_range[0]);
+      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 = 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');
+      endDate = moment();
+    } else {
+      switch (duration) {
+        case DATE_RANGES.YESTERDAY:
+          startDate = moment().subtract(1, "day");
+          endDate = moment().subtract(1, "day");
+          break;
+        case DATE_RANGES.LAST_WEEK:
+          startDate = moment().subtract(1, "week").startOf("isoWeek");
+          endDate = moment().subtract(1, "week").endOf("isoWeek");
+          break;
+        case DATE_RANGES.LAST_MONTH:
+          startDate = moment().subtract(1, "month").startOf("month");
+          endDate = moment().subtract(1, "month").endOf("month");
+          break;
+        case DATE_RANGES.LAST_QUARTER:
+          startDate = moment().subtract(3, "months").startOf("quarter");
+          endDate = moment().subtract(1, "quarter").endOf("quarter");
+          break;
+        default:
+          startDate = moment().startOf("day");
+          endDate = moment().endOf("day");
+      }
+    }
+
+    // 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 (${teamIds})
+        LIMIT 1
+      );
+    `;
+    const orgWorkingDaysResult = await db.query(orgWorkingDaysQuery, []);
+    const workingDaysConfig = orgWorkingDaysResult.rows[0] || {
+      monday: true,
+      tuesday: true,
+      wednesday: true,
+      thursday: true,
+      friday: true,
+      saturday: false,
+      sunday: false
+    };
+
+    // Count working days based on organization settings
+    let workingDays = 0;
+    let current = startDate.clone();
+    while (current.isSameOrBefore(endDate, 'day')) {
+      const day = current.isoWeekday();
+      if (
+        (day === 1 && workingDaysConfig.monday) ||
+        (day === 2 && workingDaysConfig.tuesday) ||
+        (day === 3 && workingDaysConfig.wednesday) ||
+        (day === 4 && workingDaysConfig.thursday) ||
+        (day === 5 && workingDaysConfig.friday) ||
+        (day === 6 && workingDaysConfig.saturday) ||
+        (day === 7 && workingDaysConfig.sunday)
+      ) {
+        workingDays++;
+      }
+      current.add(1, 'day');
+    }
+
+    // Get organization working hours
+    const orgWorkingHoursQuery = `SELECT working_hours FROM organizations WHERE id = (SELECT t.organization_id FROM teams t WHERE t.id IN (${teamIds}) LIMIT 1)`;
+    const orgWorkingHoursResult = await db.query(orgWorkingHoursQuery, []);
+    const orgWorkingHours = orgWorkingHoursResult.rows[0]?.working_hours || 8;
+    
+    // Calculate total working hours with minimum baseline for non-working day scenarios
+    let totalWorkingHours = workingDays * orgWorkingHours;
+    let isNonWorkingPeriod = false;
+    
+    // If no working days but there might be logged time, set minimum baseline
+    // This ensures that time logged on non-working days is treated as over-utilization
+    // Business Logic: If someone works on weekends/holidays when workingDays = 0,
+    // we use a minimal baseline (1 hour) so any logged time results in >100% utilization
+    if (totalWorkingHours === 0) {
+      totalWorkingHours = 1; // Minimal baseline to ensure over-utilization
+      isNonWorkingPeriod = true;
+    }
+
     const archivedClause = archived
       ? ""
       : `AND p.id NOT IN (SELECT project_id FROM archived_projects WHERE project_id = p.id AND user_id = '${req.user?.id}') `;
 
-    const billableQuery = this.buildBillableQuery(billable);
-
-    const q = `
-        SELECT tmiv.email, tmiv.name, SUM(time_spent) AS logged_time
-            FROM team_member_info_view tmiv
-                    LEFT JOIN task_work_log ON task_work_log.user_id = tmiv.user_id
-                    LEFT JOIN tasks ON tasks.id = task_work_log.task_id ${billableQuery}
-                    LEFT JOIN projects p ON p.id = tasks.project_id AND p.team_id = tmiv.team_id
-            WHERE p.id IN (${projectIds})
-            ${durationClause} ${archivedClause}
-            GROUP BY tmiv.email, tmiv.name
-            ORDER BY logged_time DESC;`;
-    const result = await db.query(q, []);
-
-    for (const member of result.rows) {
-      member.value = member.logged_time ? parseFloat(moment.duration(member.logged_time, "seconds").asHours().toFixed(2)) : 0;
-      member.color_code = getColor(member.name);
+    const billableQuery = this.buildBillableQueryWithAlias(billable, 't');
+    const members = (req.body.members || []) as string[];
+    
+    // Prepare members filter - updated logic to handle Clear All scenario
+    let membersFilter = "";
+    if (members.length > 0) {
+      const memberIds = members.map(id => `'${id}'`).join(",");
+      membersFilter = `AND tmiv.team_member_id IN (${memberIds})`;
+    } else {
+      // No members selected - show no data (Clear All scenario)
+      membersFilter = `AND 1=0`; // This will match no rows
     }
 
-    return res.status(200).send(new ServerResponse(true, result.rows));
+    // Prepare projects filter
+    let projectsFilter = "";
+    if (projectIds.length > 0) {
+      projectsFilter = `AND p.id IN (${projectIds})`;
+    } else {
+      // If no projects are selected, don't show any data
+      projectsFilter = `AND 1=0`; // This will match no rows
+    }
+
+    // Prepare categories filter - updated logic
+    let categoriesFilter = "";
+    if (categories.length > 0 && noCategory) {
+      // Both specific categories and "No Category" are selected
+      const categoryIds = categories.map(id => `'${id}'`).join(",");
+      categoriesFilter = `AND (p.category_id IS NULL OR p.category_id IN (${categoryIds}))`;
+    } else if (categories.length === 0 && noCategory) {
+      // Only "No Category" is selected
+      categoriesFilter = `AND p.category_id IS NULL`;
+    } else if (categories.length > 0 && !noCategory) {
+      // Only specific categories are selected
+      const categoryIds = categories.map(id => `'${id}'`).join(",");
+      categoriesFilter = `AND p.category_id IN (${categoryIds})`;
+    } else {
+      // categories.length === 0 && !noCategory - no categories selected, show nothing
+      categoriesFilter = `AND 1=0`; // This will match no rows
+    }
+
+    // Create custom duration clause for twl table alias
+    let customDurationClause = "";
+    if (date_range && date_range.length === 2) {
+      const start = moment(date_range[0]).format("YYYY-MM-DD");
+      const end = moment(date_range[1]).format("YYYY-MM-DD");
+      if (start === end) {
+        customDurationClause = `AND twl.created_at::DATE = '${start}'::DATE`;
+      } else {
+        customDurationClause = `AND twl.created_at::DATE >= '${start}'::DATE AND twl.created_at < '${end}'::DATE + INTERVAL '1 day'`;
+      }
+    } else {
+      const key = duration || DATE_RANGES.LAST_WEEK;
+      if (key === DATE_RANGES.YESTERDAY)
+        customDurationClause = "AND twl.created_at >= (CURRENT_DATE - INTERVAL '1 day')::DATE AND twl.created_at < CURRENT_DATE::DATE";
+      else if (key === DATE_RANGES.LAST_WEEK)
+        customDurationClause = "AND twl.created_at >= (CURRENT_DATE - INTERVAL '1 week')::DATE AND twl.created_at < CURRENT_DATE::DATE + INTERVAL '1 day'";
+      else if (key === DATE_RANGES.LAST_MONTH)
+        customDurationClause = "AND twl.created_at >= (CURRENT_DATE - INTERVAL '1 month')::DATE AND twl.created_at < CURRENT_DATE::DATE + INTERVAL '1 day'";
+      else if (key === DATE_RANGES.LAST_QUARTER)
+        customDurationClause = "AND twl.created_at >= (CURRENT_DATE - INTERVAL '3 months')::DATE AND twl.created_at < CURRENT_DATE::DATE + INTERVAL '1 day'";
+    }
+
+    // Modified query to start from team members and calculate filtered time logs
+    const q = `
+      SELECT 
+        tmiv.team_member_id, 
+        tmiv.email, 
+        tmiv.name, 
+        COALESCE(
+          (SELECT SUM(twl.time_spent)
+           FROM task_work_log twl
+           LEFT JOIN tasks t ON t.id = twl.task_id
+           LEFT JOIN projects p ON p.id = t.project_id
+           WHERE twl.user_id = tmiv.user_id
+             ${customDurationClause}
+             ${projectsFilter}
+             ${categoriesFilter}
+             ${archivedClause}
+             ${billableQuery}
+             AND p.team_id = tmiv.team_id
+          ), 0
+        ) AS logged_time
+      FROM team_member_info_view tmiv
+      WHERE tmiv.team_id IN (${teamIds})
+        AND tmiv.active = TRUE
+        ${membersFilter}
+      GROUP BY tmiv.email, tmiv.name, tmiv.team_member_id, tmiv.user_id, tmiv.team_id
+      ORDER BY logged_time DESC;`;
+
+    const result = await db.query(q, []);
+    const utilization = (req.body.utilization || []) as string[];
+
+    // Precompute totalWorkingHours * 3600 for efficiency
+    const totalWorkingSeconds = totalWorkingHours * 3600;
+
+    // calculate utilization state
+    for (let i = 0, len = result.rows.length; i < len; i++) {
+      const member = result.rows[i];
+      const loggedSeconds = member.logged_time ? parseFloat(member.logged_time) : 0;
+      const utilizedHours = loggedSeconds / 3600;
+      
+      // For individual members, use the same logic as total calculation
+      let memberWorkingHours = totalWorkingHours;
+      if (isNonWorkingPeriod && loggedSeconds > 0) {
+        // Any time logged during non-working period should be treated as over-utilization
+        memberWorkingHours = Math.min(utilizedHours, 1); // Use actual time or 1 hour, whichever is smaller
+      }
+      
+      const utilizationPercent = memberWorkingHours > 0 && loggedSeconds
+        ? ((loggedSeconds / (memberWorkingHours * 3600)) * 100)
+        : 0;
+      const overUnder = utilizedHours - memberWorkingHours;
+
+      member.value = utilizedHours ? parseFloat(utilizedHours.toFixed(2)) : 0;
+      member.color_code = getColor(member.name);
+      member.total_working_hours = memberWorkingHours;
+      member.utilization_percent = utilizationPercent.toFixed(2);
+      member.utilized_hours = utilizedHours.toFixed(2);
+      member.over_under_utilized_hours = overUnder.toFixed(2);
+
+      if (utilizationPercent < 90) {
+        member.utilization_state = 'under';
+      } else if (utilizationPercent <= 110) {
+        member.utilization_state = 'optimal';
+      } else {
+        member.utilization_state = 'over';
+      }
+    }
+
+    // Apply utilization filter
+    let filteredRows;
+    if (utilization.length > 0) {
+      // Filter to only show selected utilization states
+      filteredRows = result.rows.filter(member => utilization.includes(member.utilization_state));
+    } else {
+      // No utilization states selected - show no data (Clear All scenario)
+      filteredRows = [];
+    }
+
+    // Calculate totals
+    const total_time_logs = filteredRows.reduce((sum, member) => sum + parseFloat(member.logged_time || '0'), 0);
+    const total_estimated_hours = totalWorkingHours * filteredRows.length; // Total for all members
+    const total_utilization = total_time_logs > 0 && total_estimated_hours > 0
+      ? ((total_time_logs / (total_estimated_hours * 3600)) * 100).toFixed(1)
+      : '0';
+
+    return res.status(200).send(new ServerResponse(true, {
+      filteredRows,
+      totals: {
+        total_time_logs: ((total_time_logs / 3600).toFixed(2)).toString(),
+        total_estimated_hours: total_estimated_hours.toString(),
+        total_utilization: total_utilization.toString(),
+      },
+    }));
   }
 
   @HandleExceptions()
@@ -515,6 +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)
@@ -530,6 +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,
@@ -543,9 +858,9 @@ export default class ReportingAllocationController extends ReportingControllerBa
             WHERE project_id = p.id) AS estimated,
             color_code
         FROM projects p
-                LEFT JOIN tasks ON tasks.project_id = p.id ${billableQuery}
+                LEFT JOIN tasks ON tasks.project_id = p.id
                 LEFT JOIN task_work_log ON task_work_log.task_id = tasks.id
-        WHERE p.id IN (${projectIds}) ${durationClause} ${archivedClause}
+        WHERE p.id IN (${projectIds}) ${durationClause} ${archivedClause} ${categoriesFilter} ${billableQuery}
         GROUP BY p.id, p.name
         ORDER BY logged_time DESC;`;
     const result = await db.query(q, []);

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

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

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

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

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

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

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

@@ -1,6 +1,6 @@
 import WorklenzControllerBase from "./worklenz-controller-base";
-import {getColor} from "../shared/utils";
-import {PriorityColorCodes, TASK_PRIORITY_COLOR_ALPHA, TASK_STATUS_COLOR_ALPHA} from "../shared/constants";
+import { getColor } from "../shared/utils";
+import { PriorityColorCodes, TASK_PRIORITY_COLOR_ALPHA, TASK_STATUS_COLOR_ALPHA } from "../shared/constants";
 import moment from "moment/moment";
 
 export const GroupBy = {
@@ -32,10 +32,46 @@ export default class TasksControllerBase extends WorklenzControllerBase {
   }
 
   public static updateTaskViewModel(task: any) {
-    task.progress = ~~(task.total_minutes_spent / task.total_minutes * 100);
+    // For parent tasks (with subtasks), always use calculated progress from subtasks
+    if (task.sub_tasks_count > 0) {
+      // Ensure progress matches complete_ratio for consistency
+      task.progress = task.complete_ratio || 0;
+
+      // Important: Parent tasks should not have manual progress
+      // If they somehow do, reset it
+      if (task.manual_progress) {
+        task.manual_progress = false;
+        task.progress_value = null;
+      }
+    }
+    // For tasks without subtasks, respect manual progress if set
+    else if (task.manual_progress === true && task.progress_value !== null && task.progress_value !== undefined) {
+      // For manually set progress, use that value directly
+      task.progress = parseInt(task.progress_value);
+      task.complete_ratio = parseInt(task.progress_value);
+    }
+    // For tasks with no subtasks and no manual progress
+    else {
+      // Only calculate progress based on time if time-based progress is enabled for the project
+      if (task.project_use_time_progress && task.total_minutes_spent && task.total_minutes) {
+        // Cap the progress at 100% to prevent showing more than 100% progress
+        task.progress = Math.min(~~(task.total_minutes_spent / task.total_minutes * 100), 100);
+      } else {
+        // Default to 0% progress when time-based calculation is not enabled
+        task.progress = 0;
+      }
+
+      // Set complete_ratio to match progress
+      task.complete_ratio = task.progress;
+    }
+
+    // Ensure numeric values
+    task.progress = parseInt(task.progress) || 0;
+    task.complete_ratio = parseInt(task.complete_ratio) || 0;
+
     task.overdue = task.total_minutes < task.total_minutes_spent;
 
-    task.time_spent = {hours: ~~(task.total_minutes_spent / 60), minutes: task.total_minutes_spent % 60};
+    task.time_spent = { hours: ~~(task.total_minutes_spent / 60), minutes: task.total_minutes_spent % 60 };
 
     task.comments_count = Number(task.comments_count) ? +task.comments_count : 0;
     task.attachments_count = Number(task.attachments_count) ? +task.attachments_count : 0;
@@ -45,7 +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"];
@@ -73,9 +133,9 @@ export default class TasksControllerBase extends WorklenzControllerBase {
     if (task.timer_start_time)
       task.timer_start_time = moment(task.timer_start_time).valueOf();
 
+    // Set completed_count and total_tasks_count regardless of progress calculation method
     const totalCompleted = (+task.completed_sub_tasks + +task.parent_task_completed) || 0;
-    const totalTasks = +task.sub_tasks_count || 0; // if needed add +1 for parent
-    task.complete_ratio = TasksControllerBase.calculateTaskCompleteRatio(totalCompleted, totalTasks);
+    const totalTasks = +task.sub_tasks_count || 0;
     task.completed_count = totalCompleted;
     task.total_tasks_count = totalTasks;
 

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

@@ -97,9 +97,13 @@ export default class TasksControllerV2 extends TasksControllerBase {
     try {
       const result = await db.query("SELECT get_task_complete_ratio($1) AS info;", [taskId]);
       const [data] = result.rows;
-      data.info.ratio = +data.info.ratio.toFixed();
-      return data.info;
+      if (data && data.info && data.info.ratio !== undefined) {
+        data.info.ratio = +((data.info.ratio || 0).toFixed());
+        return data.info;
+      }
+      return null;
     } catch (error) {
+      log_error(`Error in getTaskCompleteRatio: ${error}`);
       return null;
     }
   }
@@ -192,6 +196,13 @@ export default class TasksControllerV2 extends TasksControllerBase {
              t.archived,
              t.description,
              t.sort_order,
+             t.progress_value,
+             t.manual_progress,
+             t.weight,
+             (SELECT use_manual_progress FROM projects WHERE id = t.project_id) AS project_use_manual_progress,
+             (SELECT use_weighted_progress FROM projects WHERE id = t.project_id) AS project_use_weighted_progress,
+             (SELECT use_time_progress FROM projects WHERE id = t.project_id) AS project_use_time_progress,
+             (SELECT get_task_complete_ratio(t.id)->>'ratio') AS complete_ratio,
 
              (SELECT phase_id FROM task_phase WHERE task_id = t.id) AS phase_id,
              (SELECT name
@@ -247,6 +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,
@@ -315,6 +327,11 @@ export default class TasksControllerV2 extends TasksControllerBase {
 
   @HandleExceptions()
   public static async getList(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    // Before doing anything else, refresh task progress values for this project
+    if (req.params.id) {
+      await this.refreshProjectTaskProgressValues(req.params.id);
+    }
+
     const isSubTasks = !!req.query.parent_task;
     const groupBy = (req.query.group || GroupBy.STATUS) as string;
     
@@ -334,7 +351,7 @@ export default class TasksControllerV2 extends TasksControllerBase {
       return g;
     }, {});
 
-    this.updateMapByGroup(tasks, groupBy, map);
+    await this.updateMapByGroup(tasks, groupBy, map);
 
     const updatedGroups = Object.keys(map).map(key => {
       const group = map[key];
@@ -353,12 +370,28 @@ export default class TasksControllerV2 extends TasksControllerBase {
     return res.status(200).send(new ServerResponse(true, updatedGroups));
   }
 
-  public static updateMapByGroup(tasks: any[], groupBy: string, map: { [p: string]: ITaskGroup }) {
+  public static async updateMapByGroup(tasks: any[], groupBy: string, map: { [p: string]: ITaskGroup }) {
     let index = 0;
     const unmapped = [];
+    
+    // First, ensure we have the latest progress values for all tasks
+    for (const task of tasks) {
+      // For any task with subtasks, ensure we have the latest progress values
+      if (task.sub_tasks_count > 0) {
+        const info = await this.getTaskCompleteRatio(task.id);
+        if (info) {
+          task.complete_ratio = info.ratio;
+          task.progress_value = info.ratio; // Ensure progress_value reflects the calculated ratio
+          console.log(`Updated task ${task.name} (${task.id}): complete_ratio=${task.complete_ratio}`);
+        }
+      }
+    }
+    
+    // Now group the tasks with their updated progress values
     for (const task of tasks) {
       task.index = index++;
       TasksControllerV2.updateTaskViewModel(task);
+      
       if (groupBy === GroupBy.STATUS) {
         map[task.status]?.tasks.push(task);
       } else if (groupBy === GroupBy.PRIORITY) {
@@ -394,8 +427,13 @@ export default class TasksControllerV2 extends TasksControllerBase {
 
   @HandleExceptions()
   public static async getTasksOnly(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
+    // Before doing anything else, refresh task progress values for this project
+    if (req.params.id) {
+      await this.refreshProjectTaskProgressValues(req.params.id);
+    }
+
     const isSubTasks = !!req.query.parent_task;
-    
+      
     // Add customColumns flag to query params
     req.query.customColumns = "true";
     
@@ -410,7 +448,24 @@ export default class TasksControllerV2 extends TasksControllerBase {
       [data] = result.rows;
     } else { // else we return a flat list of tasks
       data = [...result.rows];
+      
       for (const task of data) {
+        // For tasks with subtasks, get the complete ratio from the database function
+        if (task.sub_tasks_count > 0) {
+          try {
+            const result = await db.query("SELECT get_task_complete_ratio($1) AS info;", [task.id]);
+            const [ratioData] = result.rows;
+            if (ratioData && ratioData.info) {
+              task.complete_ratio = +(ratioData.info.ratio || 0).toFixed();
+              task.completed_count = ratioData.info.total_completed;
+              task.total_tasks_count = ratioData.info.total_tasks;
+              console.log(`Updated task ${task.id} (${task.name}) from DB: complete_ratio=${task.complete_ratio}`);
+            }
+          } catch (error) {
+            // Proceed with default calculation if database call fails
+          }
+        }
+        
         TasksControllerV2.updateTaskViewModel(task);
       }
     }
@@ -443,6 +498,53 @@ export default class TasksControllerV2 extends TasksControllerBase {
     return res.status(200).send(new ServerResponse(true, task));
   }
 
+  @HandleExceptions()
+  public static async resetParentTaskManualProgress(parentTaskId: string): Promise<void> {
+    try {
+      // Check if this task has subtasks
+      const subTasksResult = await db.query(
+        "SELECT COUNT(*) as subtask_count FROM tasks WHERE parent_task_id = $1 AND archived IS FALSE",
+        [parentTaskId]
+      );
+      
+      const subtaskCount = parseInt(subTasksResult.rows[0]?.subtask_count || "0");
+      
+      // If it has subtasks, reset the manual_progress flag to false
+      if (subtaskCount > 0) {
+        await db.query(
+          "UPDATE tasks SET manual_progress = false WHERE id = $1",
+          [parentTaskId]
+        );
+        console.log(`Reset manual progress for parent task ${parentTaskId} with ${subtaskCount} subtasks`);
+        
+        // Get the project settings to determine which calculation method to use
+        const projectResult = await db.query(
+          "SELECT project_id FROM tasks WHERE id = $1",
+          [parentTaskId]
+        );
+        
+        const projectId = projectResult.rows[0]?.project_id;
+        
+        if (projectId) {
+          // Recalculate the parent task's progress based on its subtasks
+          const progressResult = await db.query(
+            "SELECT get_task_complete_ratio($1) AS ratio",
+            [parentTaskId]
+          );
+          
+          const progressRatio = progressResult.rows[0]?.ratio?.ratio || 0;
+          
+          // Emit the updated progress value to all clients
+          // Note: We don't have socket context here, so we can't directly emit
+          // This will be picked up on the next client refresh
+          console.log(`Recalculated progress for parent task ${parentTaskId}: ${progressRatio}%`);
+        }
+      }
+    } catch (error) {
+      log_error(`Error resetting parent task manual progress: ${error}`);
+    }
+  }
+
   @HandleExceptions()
   public static async convertToSubtask(req: IWorkLenzRequest, res: IWorkLenzResponse): Promise<IWorkLenzResponse> {
 
@@ -482,6 +584,11 @@ export default class TasksControllerV2 extends TasksControllerBase {
       ? [req.body.id, req.body.to_group_id]
       : [req.body.id, req.body.project_id, req.body.parent_task_id, req.body.to_group_id];
     await db.query(q, params);
+    
+    // Reset the parent task's manual progress when converting a task to a subtask
+    if (req.body.parent_task_id) {
+      await this.resetParentTaskManualProgress(req.body.parent_task_id);
+    }
 
     const result = await db.query("SELECT get_single_task($1) AS task;", [req.body.id]);
     const [data] = result.rows;
@@ -724,4 +831,126 @@ export default class TasksControllerV2 extends TasksControllerBase {
       value
     }));
   }
+
+  public static async refreshProjectTaskProgressValues(projectId: string): Promise<void> {
+    try {     
+      // Run the recalculate_all_task_progress function only for tasks in this project
+      const query = `
+      DO $$
+      BEGIN
+        -- First, reset manual_progress flag for all tasks that have subtasks within this project
+        UPDATE tasks AS t
+        SET manual_progress = FALSE
+        WHERE project_id = '${projectId}'
+        AND EXISTS (
+            SELECT 1
+            FROM tasks
+            WHERE parent_task_id = t.id
+            AND archived IS FALSE
+        );
+        
+        -- Start recalculation from leaf tasks (no subtasks) and propagate upward
+        -- This ensures calculations are done in the right order
+        WITH RECURSIVE task_hierarchy AS (
+            -- Base case: Start with all leaf tasks (no subtasks) in this project
+            SELECT 
+                id,
+                parent_task_id,
+                0 AS level
+            FROM tasks
+            WHERE project_id = '${projectId}'
+            AND NOT EXISTS (
+                SELECT 1 FROM tasks AS sub
+                WHERE sub.parent_task_id = tasks.id
+                AND sub.archived IS FALSE
+            )
+            AND archived IS FALSE
+            
+            UNION ALL
+            
+            -- Recursive case: Move up to parent tasks, but only after processing all their children
+            SELECT 
+                t.id,
+                t.parent_task_id,
+                th.level + 1
+            FROM tasks t
+            JOIN task_hierarchy th ON t.id = th.parent_task_id
+            WHERE t.archived IS FALSE
+        )
+        -- Sort by level to ensure we calculate in the right order (leaves first, then parents)
+        UPDATE tasks
+        SET progress_value = (SELECT (get_task_complete_ratio(tasks.id)->>'ratio')::FLOAT)
+        FROM (
+            SELECT id, level
+            FROM task_hierarchy
+            ORDER BY level
+        ) AS ordered_tasks
+        WHERE tasks.id = ordered_tasks.id
+        AND tasks.project_id = '${projectId}'
+        AND (manual_progress IS FALSE OR manual_progress IS NULL);
+      END $$;
+      `;
+      
+      await db.query(query);
+      console.log(`Finished refreshing progress values for project ${projectId}`);
+    } catch (error) {
+      log_error("Error refreshing project task progress values", error);
+    }
+  }
+
+  public static async updateTaskProgress(taskId: string): Promise<void> {
+    try {
+      // Calculate the task's progress using get_task_complete_ratio
+      const result = await db.query("SELECT get_task_complete_ratio($1) AS info;", [taskId]);
+      const [data] = result.rows;
+      
+      if (data && data.info && data.info.ratio !== undefined) {
+        const progressValue = +((data.info.ratio || 0).toFixed());
+        
+        // Update the task's progress_value in the database
+        await db.query(
+          "UPDATE tasks SET progress_value = $1 WHERE id = $2",
+          [progressValue, taskId]
+        );
+        
+        console.log(`Updated progress for task ${taskId} to ${progressValue}%`);
+        
+        // If this task has a parent, update the parent's progress as well
+        const parentResult = await db.query(
+          "SELECT parent_task_id FROM tasks WHERE id = $1",
+          [taskId]
+        );
+        
+        if (parentResult.rows.length > 0 && parentResult.rows[0].parent_task_id) {
+          await this.updateTaskProgress(parentResult.rows[0].parent_task_id);
+        }
+      }
+    } catch (error) {
+      log_error(`Error updating task progress: ${error}`);
+    }
+  }
+
+  // Add this method to update progress when a task's weight is changed
+  public static async updateTaskWeight(taskId: string, weight: number): Promise<void> {
+    try {
+      // Update the task's weight
+      await db.query(
+        "UPDATE tasks SET weight = $1 WHERE id = $2",
+        [weight, taskId]
+      );
+      
+      // Get the parent task ID
+      const parentResult = await db.query(
+        "SELECT parent_task_id FROM tasks WHERE id = $1",
+        [taskId]
+      );
+      
+      // If this task has a parent, update the parent's progress
+      if (parentResult.rows.length > 0 && parentResult.rows[0].parent_task_id) {
+        await this.updateTaskProgress(parentResult.rows[0].parent_task_id);
+      }
+    } catch (error) {
+      log_error(`Error updating task weight: ${error}`);
+    }
+  }
 }

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

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

worklenz-backend/src/cron_jobs/index.ts

@@ -1,11 +1,11 @@
 import {startDailyDigestJob} from "./daily-digest-job";
 import {startNotificationsJob} from "./notifications-job";
 import {startProjectDigestJob} from "./project-digest-job";
-import { startRecurringTasksJob } from "./recurring-tasks";
+import {startRecurringTasksJob} from "./recurring-tasks";
 
 export function startCronJobs() {
   startNotificationsJob();
   startDailyDigestJob();
   startProjectDigestJob();
-  // startRecurringTasksJob();
+  if (process.env.ENABLE_RECURRING_JOBS === "true") startRecurringTasksJob();
 }

worklenz-backend/src/cron_jobs/recurring-tasks.ts

@@ -7,12 +7,90 @@ import TasksController from "../controllers/tasks-controller";
 
 // At 11:00+00 (4.30pm+530) on every day-of-month if it's on every day-of-week from Monday through Friday.
 // const TIME = "0 11 */1 * 1-5";
-const TIME = "*/2 * * * *";
+const TIME = process.env.RECURRING_JOBS_INTERVAL || "0 11 */1 * 1-5";
 const TIME_FORMAT = "YYYY-MM-DD";
 // const TIME = "0 0 * * *"; // Runs at midnight every day
 
 const log = (value: any) => console.log("recurring-task-cron-job:", value);
 
+// Define future limits for different schedule types
+// More conservative limits to prevent task list clutter
+const FUTURE_LIMITS = {
+  daily: moment.duration(3, "days"),
+  weekly: moment.duration(1, "week"),
+  monthly: moment.duration(1, "month"),
+  every_x_days: (interval: number) => moment.duration(interval, "days"),
+  every_x_weeks: (interval: number) => moment.duration(interval, "weeks"),
+  every_x_months: (interval: number) => moment.duration(interval, "months")
+};
+
+// Helper function to get the future limit based on schedule type
+function getFutureLimit(scheduleType: string, interval?: number): moment.Duration {
+  switch (scheduleType) {
+    case "daily":
+      return FUTURE_LIMITS.daily;
+    case "weekly":
+      return FUTURE_LIMITS.weekly;
+    case "monthly":
+      return FUTURE_LIMITS.monthly;
+    case "every_x_days":
+      return FUTURE_LIMITS.every_x_days(interval || 1);
+    case "every_x_weeks":
+      return FUTURE_LIMITS.every_x_weeks(interval || 1);
+    case "every_x_months":
+      return FUTURE_LIMITS.every_x_months(interval || 1);
+    default:
+      return moment.duration(3, "days"); // Default to 3 days
+  }
+}
+
+// Helper function to batch create tasks
+async function createBatchTasks(template: ITaskTemplate & IRecurringSchedule, endDates: moment.Moment[]) {
+  const createdTasks = [];
+  
+  for (const nextEndDate of endDates) {
+    const existingTaskQuery = `
+      SELECT id FROM tasks 
+      WHERE schedule_id = $1 AND end_date::DATE = $2::DATE;
+    `;
+    const existingTaskResult = await db.query(existingTaskQuery, [template.schedule_id, nextEndDate.format(TIME_FORMAT)]);
+
+    if (existingTaskResult.rows.length === 0) {
+      const createTaskQuery = `SELECT create_quick_task($1::json) as task;`;
+      const taskData = {
+        name: template.name,
+        priority_id: template.priority_id,
+        project_id: template.project_id,
+        reporter_id: template.reporter_id,
+        status_id: template.status_id || null,
+        end_date: nextEndDate.format(TIME_FORMAT),
+        schedule_id: template.schedule_id
+      };
+      const createTaskResult = await db.query(createTaskQuery, [JSON.stringify(taskData)]);
+      const createdTask = createTaskResult.rows[0].task;
+
+      if (createdTask) {
+        createdTasks.push(createdTask);
+
+        for (const assignee of template.assignees) {
+          await TasksController.createTaskBulkAssignees(assignee.team_member_id, template.project_id, createdTask.id, assignee.assigned_by); 
+        }
+
+        for (const label of template.labels) {
+          const q = `SELECT add_or_remove_task_label($1, $2) AS labels;`;
+          await db.query(q, [createdTask.id, label.label_id]);
+        }
+        
+        console.log(`Created task for template ${template.name} with end date ${nextEndDate.format(TIME_FORMAT)}`);
+      }
+    } else {
+      console.log(`Skipped creating task for template ${template.name} with end date ${nextEndDate.format(TIME_FORMAT)} - task already exists`);
+    }
+  }
+
+  return createdTasks;
+}
+
 async function onRecurringTaskJobTick() {
     try {
         log("(cron) Recurring tasks job started.");
@@ -33,65 +111,44 @@ async function onRecurringTaskJobTick() {
                 ? moment(template.last_task_end_date)
                 : moment(template.created_at);
             
-            const futureLimit = moment(template.last_checked_at || template.created_at).add(1, "week");
+            // Calculate future limit based on schedule type
+            const futureLimit = moment(template.last_checked_at || template.created_at)
+                .add(getFutureLimit(
+                    template.schedule_type,
+                    template.interval_days || template.interval_weeks || template.interval_months || 1
+                ));
 
             let nextEndDate = calculateNextEndDate(template, lastTaskEndDate);
+            const endDatesToCreate: moment.Moment[] = [];
 
-            // Find the next future occurrence
-            while (nextEndDate.isSameOrBefore(now)) {
+            // Find all future occurrences within the limit
+            while (nextEndDate.isSameOrBefore(futureLimit)) {
+                if (nextEndDate.isAfter(now)) {
+                    endDatesToCreate.push(moment(nextEndDate));
+                }
                 nextEndDate = calculateNextEndDate(template, nextEndDate);
             }
 
-            // Only create a task if it's within the future limit
-            if (nextEndDate.isSameOrBefore(futureLimit)) {
-                const existingTaskQuery = `
-                    SELECT id FROM tasks 
-                    WHERE schedule_id = $1 AND end_date::DATE = $2::DATE;
+            // Batch create tasks for all future dates
+            if (endDatesToCreate.length > 0) {
+                const createdTasks = await createBatchTasks(template, endDatesToCreate);
+                createdTaskCount += createdTasks.length;
+
+                // Update the last_checked_at in the schedule
+                const updateScheduleQuery = `
+                    UPDATE task_recurring_schedules 
+                    SET last_checked_at = $1::DATE, 
+                        last_created_task_end_date = $2 
+                    WHERE id = $3;
                 `;
-                const existingTaskResult = await db.query(existingTaskQuery, [template.schedule_id, nextEndDate.format(TIME_FORMAT)]);
-
-                if (existingTaskResult.rows.length === 0) {
-                    const createTaskQuery = `SELECT create_quick_task($1::json) as task;`;
-                    const taskData = {
-                        name: template.name,
-                        priority_id: template.priority_id,
-                        project_id: template.project_id,
-                        reporter_id: template.reporter_id,
-                        status_id: template.status_id || null,
-                        end_date: nextEndDate.format(TIME_FORMAT),
-                        schedule_id: template.schedule_id
-                    };
-                    const createTaskResult = await db.query(createTaskQuery, [JSON.stringify(taskData)]);
-                    const createdTask = createTaskResult.rows[0].task;
-
-                    if (createdTask) {
-                        createdTaskCount++;
-
-                        for (const assignee of template.assignees) {
-                            await TasksController.createTaskBulkAssignees(assignee.team_member_id, template.project_id, createdTask.id, assignee.assigned_by); 
-                        }
-    
-                        for (const label of template.labels) {
-                            const q = `SELECT add_or_remove_task_label($1, $2) AS labels;`;
-                            await db.query(q, [createdTask.id, label.label_id]);
-                        }
-                        
-                        console.log(`Created task for template ${template.name} with end date ${nextEndDate.format(TIME_FORMAT)}`);
-                    }
-                } else {
-                    console.log(`Skipped creating task for template ${template.name} with end date ${nextEndDate.format(TIME_FORMAT)} - task already exists`);
-                }
+                await db.query(updateScheduleQuery, [
+                    moment().format(TIME_FORMAT),
+                    endDatesToCreate[endDatesToCreate.length - 1].format(TIME_FORMAT),
+                    template.schedule_id
+                ]);
             } else {
-                console.log(`No task created for template ${template.name} - next occurrence is beyond the future limit`);
+                console.log(`No tasks created for template ${template.name} - next occurrence is beyond the future limit`);
             }
-
-            // Update the last_checked_at in the schedule
-            const updateScheduleQuery = `
-                UPDATE task_recurring_schedules 
-                SET last_checked_at = $1::DATE, last_created_task_end_date = $2 
-                WHERE id = $3;
-            `;
-            await db.query(updateScheduleQuery, [moment(template.last_checked_at || template.created_at).add(1, "day").format(TIME_FORMAT), nextEndDate.format(TIME_FORMAT), template.schedule_id]);
         }
         
         log(`(cron) Recurring tasks job ended with ${createdTaskCount} new tasks created.`);

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,
-  saveUninitialized: true,
+  resave: true,
+  saveUninitialized: false,
   rolling: true,
   store: new pgSession({
     pool: db.pool,
@@ -18,10 +18,8 @@ export default session({
   }),
   cookie: {
     path: "/",
-    // secure: isProduction(),
-    // httpOnly: isProduction(),
-    // sameSite: "none",
-    // domain: isProduction() ? ".worklenz.com" : undefined,
+    httpOnly: true,
+    secure: false,
     maxAge: 30 * 24 * 60 * 60 * 1000 // 30 days
   }
 });

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

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

worklenz-backend/src/passport/deserialize.ts

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

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

@@ -3,13 +3,16 @@ import { Strategy as LocalStrategy } from "passport-local";
 import { log_error } from "../../shared/utils";
 import db from "../../config/db";
 import { Request } from "express";
+import { ERROR_KEY, SUCCESS_KEY } from "./passport-constants";
 
 async function handleLogin(req: Request, email: string, password: string, done: any) {
-  console.log("Login attempt for:", email);
+  // Clear any existing flash messages
+  (req.session as any).flash = {};
 
   if (!email || !password) {
-    console.log("Missing credentials");
-    return done(null, false, { message: "Please enter both email and password" });
+    const errorMsg = "Please enter both email and password";
+    req.flash(ERROR_KEY, errorMsg);
+    return done(null, false);
   }
 
   try {
@@ -19,25 +22,28 @@ async function handleLogin(req: Request, email: string, password: string, done:
                  AND google_id IS NULL
                  AND is_deleted IS FALSE;`;
     const result = await db.query(q, [email]);
-    console.log("User query result count:", result.rowCount);
     
     const [data] = result.rows;
 
     if (!data?.password) {
-      console.log("No account found");
-      return done(null, false, { message: "No account found with this email" });
+      const errorMsg = "No account found with this email";
+      req.flash(ERROR_KEY, errorMsg);
+      return done(null, false);
     }
 
     const passwordMatch = bcrypt.compareSync(password, data.password);
-    console.log("Password match:", passwordMatch);
     
     if (passwordMatch && email === data.email) {
       delete data.password;
-      return done(null, data, {message: "User successfully logged in"});
+      const successMsg = "User successfully logged in";
+      req.flash(SUCCESS_KEY, successMsg);
+      return done(null, data);
     }
-    return done(null, false, { message: "Incorrect email or password" });
+    
+    const errorMsg = "Incorrect email or password";
+    req.flash(ERROR_KEY, errorMsg);
+    return done(null, false);
   } catch (error) {
-    console.error("Login error:", error);
     log_error(error, req.body);
     return done(error);
   }

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

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

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

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

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

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

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

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

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

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

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

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

worklenz-backend/src/services/activity-logs/activity-logs.service.ts

@@ -204,3 +204,29 @@ export async function logPhaseChange(activityLog: IActivityLog) {
     insertToActivityLogs(activityLog);
   }
 }
+
+export async function logProgressChange(activityLog: IActivityLog) {
+  const { task_id, new_value, old_value } = activityLog;
+  if (!task_id || !activityLog.socket) return;
+
+  if (old_value !== new_value) {
+    activityLog.user_id = getLoggedInUserIdFromSocket(activityLog.socket);
+    activityLog.attribute_type = IActivityLogAttributeTypes.PROGRESS;
+    activityLog.log_type = IActivityLogChangeType.UPDATE;
+
+    insertToActivityLogs(activityLog);
+  }
+}
+
+export async function logWeightChange(activityLog: IActivityLog) {
+  const { task_id, new_value, old_value } = activityLog;
+  if (!task_id || !activityLog.socket) return;
+
+  if (old_value !== new_value) {
+    activityLog.user_id = getLoggedInUserIdFromSocket(activityLog.socket);
+    activityLog.attribute_type = IActivityLogAttributeTypes.WEIGHT;
+    activityLog.log_type = IActivityLogChangeType.UPDATE;
+
+    insertToActivityLogs(activityLog);
+  }
+}

worklenz-backend/src/services/activity-logs/interfaces.ts

@@ -29,6 +29,8 @@ export enum IActivityLogAttributeTypes {
   COMMENT = "comment",
   ARCHIVE = "archive",
   PHASE = "phase",
+  PROGRESS = "progress",
+  WEIGHT = "weight",
 }
 
 export enum IActivityLogChangeType {

worklenz-backend/src/shared/constants.ts

@@ -117,11 +117,11 @@ export const TASK_DUE_NO_DUE_COLOR = "#a9a9a9";
 export const DEFAULT_PAGE_SIZE = 20;
 
 // S3 Credentials
-export const REGION = process.env.AWS_REGION || "us-east-1";
-export const BUCKET = process.env.AWS_BUCKET || "your-bucket-name";
+export const REGION = process.env.S3_REGION || "us-east-1";
+export const BUCKET = process.env.S3_BUCKET || "your-bucket-name";
 export const S3_URL = process.env.S3_URL || "https://your-s3-url";
-export const S3_ACCESS_KEY_ID = process.env.AWS_ACCESS_KEY_ID || "";
-export const S3_SECRET_ACCESS_KEY = process.env.AWS_SECRET_ACCESS_KEY || "";
+export const S3_ACCESS_KEY_ID = process.env.S3_ACCESS_KEY_ID || "";
+export const S3_SECRET_ACCESS_KEY = process.env.S3_SECRET_ACCESS_KEY || "";
 
 // Azure Blob Storage Credentials
 export const STORAGE_PROVIDER = process.env.STORAGE_PROVIDER || "s3";
@@ -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-get-done-statuses.ts

@@ -0,0 +1,49 @@
+import { Socket } from "socket.io";
+import db from "../../config/db";
+import { log_error } from "../util";
+
+// Define a type for the callback function
+type DoneStatusesCallback = (statuses: Array<{
+  id: string;
+  name: string;
+  sort_order: number;
+  color_code: string;
+}>) => void;
+
+/**
+ * Socket handler to get task statuses in the "done" category for a project
+ * Used when prompting users to mark a task as done when progress reaches 100%
+ */
+export async function on_get_done_statuses(
+  io: any, 
+  socket: Socket, 
+  projectId: string, 
+  callback: DoneStatusesCallback
+) {
+  try {
+    if (!projectId) {
+      return callback([]);
+    }
+
+    // Query to get all statuses in the "done" category for the project
+    const result = await db.query(`
+      SELECT ts.id, ts.name, ts.sort_order, stsc.color_code
+      FROM task_statuses ts
+      INNER JOIN sys_task_status_categories stsc ON ts.category_id = stsc.id
+      WHERE ts.project_id = $1
+      AND stsc.is_done = TRUE
+      ORDER BY ts.sort_order ASC
+    `, [projectId]);
+    
+    const doneStatuses = result.rows;
+    
+    console.log(`Found ${doneStatuses.length} "done" statuses for project ${projectId}`);
+    
+    // Use callback to return the result
+    callback(doneStatuses);
+    
+  } catch (error) {
+    log_error(`Error getting "done" statuses for project ${projectId}: ${error}`);
+    callback([]);
+  }
+} 

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

@@ -5,6 +5,8 @@ import TasksControllerV2 from "../../controllers/tasks-controller-v2";
 
 export async function on_get_task_progress(_io: Server, socket: Socket, taskId?: string) {
   try {
+    console.log(`GET_TASK_PROGRESS requested for task: ${taskId}`);
+    
     const task: any = {};
     task.id = taskId;
 
@@ -13,6 +15,8 @@ export async function on_get_task_progress(_io: Server, socket: Socket, taskId?:
       task.complete_ratio = info.ratio;
       task.completed_count = info.total_completed;
       task.total_tasks_count = info.total_tasks;
+      
+      console.log(`Sending task progress for task ${taskId}: complete_ratio=${task.complete_ratio}`);
     }
 
     return socket.emit(SocketEvents.GET_TASK_PROGRESS.toString(), task);

worklenz-backend/src/socket.io/commands/on-get-task-subtasks-count.ts

@@ -0,0 +1,89 @@
+import { Socket } from "socket.io";
+import db from "../../config/db";
+import { SocketEvents } from "../events";
+import { log_error } from "../util";
+
+/**
+ * Socket handler to retrieve the number of subtasks for a given task
+ * Used to validate on the client side whether a task should show progress inputs
+ */
+export async function on_get_task_subtasks_count(io: any, socket: Socket, taskId: string) {
+  try {
+    if (!taskId) {
+      return;
+    }
+
+    // Get the count of subtasks for this task
+    const result = await db.query(
+      "SELECT COUNT(*) as subtask_count FROM tasks WHERE parent_task_id = $1 AND archived IS FALSE",
+      [taskId]
+    );
+    
+    const subtaskCount = parseInt(result.rows[0]?.subtask_count || "0");
+    
+    // Emit the subtask count back to the client
+    socket.emit(
+      "TASK_SUBTASKS_COUNT",
+      {
+        task_id: taskId,
+        subtask_count: subtaskCount,
+        has_subtasks: subtaskCount > 0
+      }
+    );
+    
+    console.log(`Emitted subtask count for task ${taskId}: ${subtaskCount}`);
+    
+    // If there are subtasks, also get their progress information
+    if (subtaskCount > 0) {
+      // Get all subtasks for this parent task with their progress information
+      const subtasksResult = await db.query(`
+        SELECT 
+          t.id, 
+          t.progress_value, 
+          t.manual_progress,
+          t.weight,
+          CASE 
+            WHEN t.manual_progress = TRUE THEN t.progress_value
+            ELSE COALESCE(
+              (SELECT (CASE WHEN tl.total_minutes > 0 THEN 
+                (tl.total_minutes_spent / tl.total_minutes * 100) 
+              ELSE 0 END)
+              FROM (
+                SELECT 
+                  t2.id, 
+                  t2.total_minutes,
+                  COALESCE(SUM(twl.time_spent), 0) as total_minutes_spent
+                FROM tasks t2
+                LEFT JOIN task_work_log twl ON t2.id = twl.task_id
+                WHERE t2.id = t.id
+                GROUP BY t2.id, t2.total_minutes
+              ) tl
+            ), 0)
+          END as calculated_progress
+        FROM tasks t
+        WHERE t.parent_task_id = $1 AND t.archived IS FALSE
+      `, [taskId]);
+      
+      // Emit progress updates for each subtask
+      for (const subtask of subtasksResult.rows) {
+        const progressValue = subtask.manual_progress ? 
+          subtask.progress_value : 
+          Math.floor(subtask.calculated_progress);
+        
+        socket.emit(
+          SocketEvents.TASK_PROGRESS_UPDATED.toString(),
+          {
+            task_id: subtask.id,
+            progress_value: progressValue,
+            weight: subtask.weight
+          }
+        );
+      }
+      
+      console.log(`Emitted progress updates for ${subtasksResult.rows.length} subtasks of task ${taskId}`);
+    }
+    
+  } catch (error) {
+    log_error(`Error getting subtask count for task ${taskId}: ${error}`);
+  }
+} 

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

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

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

@@ -4,10 +4,11 @@ import db from "../../config/db";
 import {NotificationsService} from "../../services/notifications/notifications.service";
 import {TASK_STATUS_COLOR_ALPHA} from "../../shared/constants";
 import {SocketEvents} from "../events";
-import {getLoggedInUserIdFromSocket, log_error, notifyProjectUpdates} from "../util";
+import {getLoggedInUserIdFromSocket, log, log_error, notifyProjectUpdates} from "../util";
 import TasksControllerV2 from "../../controllers/tasks-controller-v2";
-import {getTaskDetails, logStatusChange} from "../../services/activity-logs/activity-logs.service";
+import {getTaskDetails, logProgressChange, logStatusChange} from "../../services/activity-logs/activity-logs.service";
 import { assignMemberIfNot } from "./on-quick-assign-or-remove";
+import logger from "../../utils/logger";
 
 export async function on_task_status_change(_io: Server, socket: Socket, data?: string) {
   try {
@@ -49,6 +50,46 @@ export async function on_task_status_change(_io: Server, socket: Socket, data?:
       });
     }
 
+    // Check if the new status is in a "done" category
+    if (changeResponse.status_category?.is_done) {
+      // Get current progress value
+      const progressResult = await db.query(`
+        SELECT progress_value, manual_progress
+        FROM tasks
+        WHERE id = $1
+      `, [body.task_id]);
+      
+      const currentProgress = progressResult.rows[0]?.progress_value;
+      const isManualProgress = progressResult.rows[0]?.manual_progress;
+      
+      // Only update if not already 100%
+      if (currentProgress !== 100) {
+        // Update progress to 100%
+        await db.query(`
+          UPDATE tasks
+          SET progress_value = 100, manual_progress = TRUE
+          WHERE id = $1
+        `, [body.task_id]);
+        
+        log(`Task ${body.task_id} moved to done status - progress automatically set to 100%`, null);
+        
+        // Log the progress change to activity logs
+        await logProgressChange({
+          task_id: body.task_id,
+          old_value: currentProgress !== null ? currentProgress.toString() : "0",
+          new_value: "100",
+          socket
+        });
+        
+        // If this is a subtask, update parent task progress
+        if (body.parent_task) {
+          setTimeout(() => {
+            socket.emit(SocketEvents.GET_TASK_PROGRESS.toString(), body.parent_task);
+          }, 100);
+        }
+      }
+    }
+
     const info = await TasksControllerV2.getTaskCompleteRatio(body.parent_task || body.task_id);
 
     socket.emit(SocketEvents.TASK_STATUS_CHANGE.toString(), {

worklenz-backend/src/socket.io/commands/on-time-estimation-change.ts

@@ -6,10 +6,76 @@ import { SocketEvents } from "../events";
 import { log_error, notifyProjectUpdates } from "../util";
 import { getTaskDetails, logTotalMinutes } from "../../services/activity-logs/activity-logs.service";
 
-export async function on_time_estimation_change(_io: Server, socket: Socket, data?: string) {
+/**
+ * Recursively updates all ancestor tasks' progress when a subtask changes
+ * @param io Socket.io instance
+ * @param socket Socket instance for emitting events
+ * @param projectId Project ID for room broadcasting
+ * @param taskId The task ID to update (starts with the parent task)
+ */
+async function updateTaskAncestors(io: any, socket: Socket, projectId: string, taskId: string | null) {
+  if (!taskId) return;
+  
+  try {
+    // Get the current task's progress ratio
+    const progressRatio = await db.query(
+      "SELECT get_task_complete_ratio($1) as ratio",
+      [taskId]
+    );
+    
+    const ratio = progressRatio?.rows[0]?.ratio?.ratio || 0;
+    console.log(`Updated task ${taskId} progress after time estimation change: ${ratio}`);
+    
+    // Check if this task needs a "done" status prompt
+    let shouldPromptForDone = false;
+    
+    if (ratio >= 100) {
+      // Get the task's current status
+      const taskStatusResult = await db.query(`
+        SELECT ts.id, stsc.is_done 
+        FROM tasks t
+        JOIN task_statuses ts ON t.status_id = ts.id
+        JOIN sys_task_status_categories stsc ON ts.category_id = stsc.id
+        WHERE t.id = $1
+      `, [taskId]);
+      
+      // If the task isn't already in a "done" category, we should prompt the user
+      if (taskStatusResult.rows.length > 0 && !taskStatusResult.rows[0].is_done) {
+        shouldPromptForDone = true;
+      }
+    }
+    
+    // Emit the updated progress
+    socket.emit(
+      SocketEvents.TASK_PROGRESS_UPDATED.toString(),
+      {
+        task_id: taskId,
+        progress_value: ratio,
+        should_prompt_for_done: shouldPromptForDone
+      }
+    );
+    
+    // Find this task's parent to continue the recursive update
+    const parentResult = await db.query(
+      "SELECT parent_task_id FROM tasks WHERE id = $1",
+      [taskId]
+    );
+    
+    const parentTaskId = parentResult.rows[0]?.parent_task_id;
+    
+    // If there's a parent, recursively update it
+    if (parentTaskId) {
+      await updateTaskAncestors(io, socket, projectId, parentTaskId);
+    }
+  } catch (error) {
+    log_error(`Error updating ancestor task ${taskId}: ${error}`);
+  }
+}
+
+export async function on_time_estimation_change(io: Server, socket: Socket, data?: string) {
   try {
     // (SELECT SUM(time_spent) FROM task_work_log WHERE task_id = t.id) AS total_minutes_spent,
-    const q = `UPDATE tasks SET total_minutes = $2 WHERE id = $1 RETURNING total_minutes;`;
+    const q = `UPDATE tasks SET total_minutes = $2 WHERE id = $1 RETURNING total_minutes, project_id, parent_task_id;`;
     const body = JSON.parse(data as string);
 
     const hours = body.total_hours || 0;
@@ -19,7 +85,10 @@ export async function on_time_estimation_change(_io: Server, socket: Socket, dat
     const task_data = await getTaskDetails(body.task_id, "total_minutes");
 
     const result0 = await db.query(q, [body.task_id, totalMinutes]);
-    const [data0] = result0.rows;
+    const [taskData] = result0.rows;
+    
+    const projectId = taskData.project_id;
+    const parentTaskId = taskData.parent_task_id;
 
     const result = await db.query("SELECT SUM(time_spent) AS total_minutes_spent FROM task_work_log WHERE task_id = $1;", [body.task_id]);
     const [dd] = result.rows;
@@ -31,6 +100,22 @@ export async function on_time_estimation_change(_io: Server, socket: Socket, dat
       total_minutes_spent: dd.total_minutes_spent || 0
     };
     socket.emit(SocketEvents.TASK_TIME_ESTIMATION_CHANGE.toString(), TasksController.updateTaskViewModel(d));
+    
+    // If this is a subtask in time-based mode, update parent task progress
+    if (parentTaskId) {
+      const projectSettingsResult = await db.query(
+        "SELECT use_time_progress FROM projects WHERE id = $1",
+        [projectId]
+      );
+      
+      const useTimeProgress = projectSettingsResult.rows[0]?.use_time_progress;
+      
+      if (useTimeProgress) {
+        // Recalculate parent task progress when subtask time estimation changes
+        await updateTaskAncestors(io, socket, projectId, parentTaskId);
+      }
+    }
+    
     notifyProjectUpdates(socket, d.id);
 
     logTotalMinutes({

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

@@ -0,0 +1,177 @@
+import { Socket } from "socket.io";
+import db from "../../config/db";
+import { SocketEvents } from "../events";
+import { log, log_error, notifyProjectUpdates } from "../util";
+import { logProgressChange } from "../../services/activity-logs/activity-logs.service";
+import TasksControllerV2 from "../../controllers/tasks-controller-v2";
+
+interface UpdateTaskProgressData {
+  task_id: string;
+  progress_value: number;
+  parent_task_id: string | null;
+}
+
+/**
+ * Recursively updates all ancestor tasks' progress when a subtask changes
+ * @param io Socket.io instance
+ * @param socket Socket instance for emitting events
+ * @param projectId Project ID for room broadcasting
+ * @param taskId The task ID to update (starts with the parent task)
+ */
+async function updateTaskAncestors(io: any, socket: Socket, projectId: string, taskId: string | null) {
+  if (!taskId) return;
+  
+  try {
+    // Use the new controller method to update the task progress
+    await TasksControllerV2.updateTaskProgress(taskId);
+    
+    // Get the current task's progress ratio
+    const progressRatio = await db.query(
+      "SELECT get_task_complete_ratio($1) as ratio",
+      [taskId]
+    );
+    
+    const ratio = progressRatio?.rows[0]?.ratio?.ratio || 0;
+    console.log(`Updated task ${taskId} progress: ${ratio}`);
+    
+    // Check if this task needs a "done" status prompt
+    let shouldPromptForDone = false;
+    
+    if (ratio >= 100) {
+      // Get the task's current status
+      const taskStatusResult = await db.query(`
+        SELECT ts.id, stsc.is_done 
+        FROM tasks t
+        JOIN task_statuses ts ON t.status_id = ts.id
+        JOIN sys_task_status_categories stsc ON ts.category_id = stsc.id
+        WHERE t.id = $1
+      `, [taskId]);
+      
+      // If the task isn't already in a "done" category, we should prompt the user
+      if (taskStatusResult.rows.length > 0 && !taskStatusResult.rows[0].is_done) {
+        shouldPromptForDone = true;
+      }
+    }
+    
+    // Emit the updated progress
+    socket.emit(
+      SocketEvents.TASK_PROGRESS_UPDATED.toString(),
+      {
+        task_id: taskId,
+        progress_value: ratio,
+        should_prompt_for_done: shouldPromptForDone
+      }
+    );
+    
+    // Find this task's parent to continue the recursive update
+    const parentResult = await db.query(
+      "SELECT parent_task_id FROM tasks WHERE id = $1",
+      [taskId]
+    );
+    
+    const parentTaskId = parentResult.rows[0]?.parent_task_id;
+    
+    // If there's a parent, recursively update it
+    if (parentTaskId) {
+      await updateTaskAncestors(io, socket, projectId, parentTaskId);
+    }
+  } catch (error) {
+    log_error(`Error updating ancestor task ${taskId}: ${error}`);
+  }
+} 
+
+export async function on_update_task_progress(io: any, socket: Socket, data: string) {
+  try {   
+    const parsedData = JSON.parse(data) as UpdateTaskProgressData;
+    const { task_id, progress_value, parent_task_id } = parsedData;    
+    
+    if (!task_id || progress_value === undefined) {
+      return;
+    }
+    
+    // Check if this is a parent task (has subtasks)
+    const subTasksResult = await db.query(
+      "SELECT COUNT(*) as subtask_count FROM tasks WHERE parent_task_id = $1",
+      [task_id]
+    );
+    
+    const subtaskCount = parseInt(subTasksResult.rows[0]?.subtask_count || "0");
+    
+    // If this is a parent task, we shouldn't set manual progress
+    if (subtaskCount > 0) {
+      log_error(`Cannot set manual progress on parent task ${task_id} with ${subtaskCount} subtasks`);
+      return;
+    }
+    
+    // Get the current progress value to log the change
+    const currentProgressResult = await db.query(
+      "SELECT progress_value, project_id, status_id FROM tasks WHERE id = $1",
+      [task_id]
+    );
+    
+    const currentProgress = currentProgressResult.rows[0]?.progress_value;
+    const projectId = currentProgressResult.rows[0]?.project_id;
+    const statusId = currentProgressResult.rows[0]?.status_id;
+       
+    // Update the task progress in the database
+    await db.query(
+      `UPDATE tasks 
+      SET progress_value = $1, manual_progress = true, updated_at = NOW() 
+      WHERE id = $2`,
+      [progress_value, task_id]
+    );
+    
+    // Log the progress change using the activity logs service
+    await logProgressChange({
+      task_id,
+      old_value: currentProgress !== null ? currentProgress.toString() : "0",
+      new_value: progress_value.toString(),
+      socket
+    });
+    
+    if (projectId) {
+      // Check if progress is 100% and the task isn't already in a "done" status category
+      let shouldPromptForDone = false;
+      
+      if (progress_value >= 100) {
+        // Check if the task's current status is in a "done" category
+        const statusCategoryResult = await db.query(`
+          SELECT stsc.is_done 
+          FROM task_statuses ts
+          JOIN sys_task_status_categories stsc ON ts.category_id = stsc.id
+          WHERE ts.id = $1
+        `, [statusId]);
+        
+        // If the task isn't already in a "done" category, we should prompt the user
+        if (statusCategoryResult.rows.length > 0 && !statusCategoryResult.rows[0].is_done) {
+          shouldPromptForDone = true;
+        }
+      }
+
+      // Emit the update to all clients in the project room
+      socket.emit(
+        SocketEvents.TASK_PROGRESS_UPDATED.toString(),
+        {
+          task_id,
+          progress_value,
+          should_prompt_for_done: shouldPromptForDone
+        }
+      );
+      
+      log(`Emitted progress update for task ${task_id} to project room ${projectId}`, null);
+      
+      // If this task has a parent, use our controller to update all ancestors
+      if (parent_task_id) {
+        // Use the controller method to update the parent task's progress
+        await TasksControllerV2.updateTaskProgress(parent_task_id);
+        // Also use the existing method for socket notifications
+        await updateTaskAncestors(io, socket, projectId, parent_task_id);
+      }
+      
+      // Notify that project updates are available
+      notifyProjectUpdates(socket, task_id);
+    }
+  } catch (error) {
+    log_error(error);
+  }
+}

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

@@ -0,0 +1,107 @@
+import { Socket } from "socket.io";
+import db from "../../config/db";
+import { SocketEvents } from "../events";
+import { log, log_error, notifyProjectUpdates } from "../util";
+import { logWeightChange } from "../../services/activity-logs/activity-logs.service";
+import TasksControllerV2 from "../../controllers/tasks-controller-v2";
+
+interface UpdateTaskWeightData {
+  task_id: string;
+  weight: number;
+  parent_task_id: string | null;
+}
+
+export async function on_update_task_weight(io: any, socket: Socket, data: string) {
+  try {
+    
+    const parsedData = JSON.parse(data) as UpdateTaskWeightData;
+    const { task_id, weight, parent_task_id } = parsedData;
+    
+    if (!task_id || weight === undefined) {
+      return;
+    }
+    
+    // Get the current weight value to log the change
+    const currentWeightResult = await db.query(
+      "SELECT weight, project_id FROM tasks WHERE id = $1",
+      [task_id]
+    );
+    
+    const currentWeight = currentWeightResult.rows[0]?.weight;
+    const projectId = currentWeightResult.rows[0]?.project_id;
+    
+    // Update the task weight using our controller method
+    await TasksControllerV2.updateTaskWeight(task_id, weight);
+    
+    // Log the weight change using the activity logs service
+    await logWeightChange({
+      task_id,
+      old_value: currentWeight !== null ? currentWeight.toString() : "100",
+      new_value: weight.toString(),
+      socket
+    });
+    
+    if (projectId) {
+      // Emit the update to all clients in the project room
+      socket.emit(
+        SocketEvents.TASK_PROGRESS_UPDATED.toString(),
+        {
+          task_id,
+          weight
+        }
+      );
+      
+      // If this is a subtask, update the parent task's progress
+      if (parent_task_id) {
+        // Use the controller to update the parent task progress
+        await TasksControllerV2.updateTaskProgress(parent_task_id);
+        
+        // Get the updated progress to emit to clients
+        const progressRatio = await db.query(
+          "SELECT get_task_complete_ratio($1) as ratio",
+          [parent_task_id]
+        );
+        
+        // Emit the parent task's updated progress
+        socket.emit(
+          SocketEvents.TASK_PROGRESS_UPDATED.toString(),
+          {
+            task_id: parent_task_id,
+            progress_value: progressRatio?.rows[0]?.ratio?.ratio || 0
+          }
+        );
+        
+        // We also need to update any grandparent tasks
+        const grandparentResult = await db.query(
+          "SELECT parent_task_id FROM tasks WHERE id = $1",
+          [parent_task_id]
+        );
+        
+        const grandparentId = grandparentResult.rows[0]?.parent_task_id;
+        
+        if (grandparentId) {
+          await TasksControllerV2.updateTaskProgress(grandparentId);
+          
+          // Emit the grandparent's updated progress
+          const grandparentProgressRatio = await db.query(
+            "SELECT get_task_complete_ratio($1) as ratio",
+            [grandparentId]
+          );
+          
+          socket.emit(
+            SocketEvents.TASK_PROGRESS_UPDATED.toString(),
+            {
+              task_id: grandparentId,
+              progress_value: grandparentProgressRatio?.rows[0]?.ratio?.ratio || 0
+            }
+          );
+        }
+      }
+      
+      // Notify that project updates are available
+      notifyProjectUpdates(socket, task_id);
+    }
+  } catch (error) {
+    log_error(error);
+  }
+} 

worklenz-backend/src/socket.io/events.ts

@@ -57,4 +57,17 @@ export enum SocketEvents {
   TASK_ASSIGNEES_CHANGE,
   TASK_CUSTOM_COLUMN_UPDATE,
   CUSTOM_COLUMN_PINNED_CHANGE,
+  TEAM_MEMBER_ROLE_CHANGE,
+  
+  // Task progress events
+  UPDATE_TASK_PROGRESS,
+  UPDATE_TASK_WEIGHT,
+  TASK_PROGRESS_UPDATED,
+  
+  // Task subtasks count events
+  GET_TASK_SUBTASKS_COUNT,
+  TASK_SUBTASKS_COUNT,
+  
+  // Task completion events
+  GET_DONE_STATUSES,
 }

worklenz-backend/src/socket.io/index.ts

@@ -52,6 +52,10 @@ import { on_task_recurring_change } from "./commands/on-task-recurring-change";
 import { on_task_assignees_change } from "./commands/on-task-assignees-change";
 import { on_task_custom_column_update } from "./commands/on_custom_column_update";
 import { on_custom_column_pinned_change } from "./commands/on_custom_column_pinned_change";
+import { on_update_task_progress } from "./commands/on-update-task-progress";
+import { on_update_task_weight } from "./commands/on-update-task-weight";
+import { on_get_task_subtasks_count } from "./commands/on-get-task-subtasks-count";
+import { on_get_done_statuses } from "./commands/on-get-done-statuses";
 
 export function register(io: any, socket: Socket) {
   log(socket.id, "client registered");
@@ -69,7 +73,6 @@ export function register(io: any, socket: Socket) {
   socket.on(SocketEvents.TASK_TIME_ESTIMATION_CHANGE.toString(), data => on_time_estimation_change(io, socket, data));
   socket.on(SocketEvents.TASK_DESCRIPTION_CHANGE.toString(), data => on_task_description_change(io, socket, data));
   socket.on(SocketEvents.GET_TASK_PROGRESS.toString(), data => on_get_task_progress(io, socket, data));
-  socket.on(SocketEvents.GET_TASK_PROGRESS.toString(), data => on_get_task_progress(io, socket, data));
   socket.on(SocketEvents.TASK_TIMER_START.toString(), data => on_task_timer_start(io, socket, data));
   socket.on(SocketEvents.TASK_TIMER_STOP.toString(), data => on_task_timer_stop(io, socket, data));
   socket.on(SocketEvents.TASK_SORT_ORDER_CHANGE.toString(), data => on_task_sort_order_change(io, socket, data));
@@ -106,6 +109,10 @@ export function register(io: any, socket: Socket) {
   socket.on(SocketEvents.TASK_ASSIGNEES_CHANGE.toString(), data => on_task_assignees_change(io, socket, data));
   socket.on(SocketEvents.TASK_CUSTOM_COLUMN_UPDATE.toString(), data => on_task_custom_column_update(io, socket, data));
   socket.on(SocketEvents.CUSTOM_COLUMN_PINNED_CHANGE.toString(), data => on_custom_column_pinned_change(io, socket, data));
+  socket.on(SocketEvents.UPDATE_TASK_PROGRESS.toString(), data => on_update_task_progress(io, socket, data));
+  socket.on(SocketEvents.UPDATE_TASK_WEIGHT.toString(), data => on_update_task_weight(io, socket, data));
+  socket.on(SocketEvents.GET_TASK_SUBTASKS_COUNT.toString(), (taskId) => on_get_task_subtasks_count(io, socket, taskId));
+  socket.on(SocketEvents.GET_DONE_STATUSES.toString(), (projectId, callback) => on_get_done_statuses(io, socket, projectId, callback));
   
   // socket.io built-in event
   socket.on("disconnect", (reason) => on_disconnect(io, socket, reason));

worklenz-backend/worklenz-email-templates/password-changed-notification.html

@@ -2,31 +2,30 @@
 <html lang="en">
 
 <head>
-  <title></title>
+  <title>Password Changed | Worklenz</title>
   <meta content="text/html; charset=utf-8" http-equiv="Content-Type">
   <meta content="width=device-width,initial-scale=1" name="viewport">
   <style>
     * {
-      box-sizing: border-box
+      box-sizing: border-box;
     }
 
     body {
       margin: 0;
-      padding: 0
+      padding: 0;
+      background: linear-gradient(135deg, #f5f8ff 0%, #eaf0fb 100%);
+      -webkit-text-size-adjust: none;
+      text-size-adjust: none;
+      font-family: 'Mada', Arial, sans-serif;
     }
 
-    a[x-apple-data-detectors] {
-      color: inherit !important;
-      text-decoration: inherit !important
-    }
-
-    #MessageViewBody a {
-      color: inherit;
-      text-decoration: none
-    }
-
-    p {
-      line-height: inherit
+    .main-container {
+      background: #fff;
+      border-radius: 18px;
+      box-shadow: 0 4px 24px rgba(73, 146, 240, 0.10);
+      margin: 40px auto 0 auto;
+      max-width: 500px;
+      padding: 0 0 20px 0;
     }
 
     .padding-30 {
@@ -42,33 +41,48 @@
       mso-hide: all;
       display: none;
       max-height: 0;
-      overflow: hidden
+      overflow: hidden;
+    }
+
+    .footer {
+      text-align: center;
+      color: #b0b8c9;
+      font-size: 13px;
+      margin-top: 30px;
+      padding-bottom: 18px;
     }
 
     @media (max-width: 525px) {
+      .main-container {
+        margin: 0;
+        border-radius: 0;
+        box-shadow: none;
+        max-width: 100% !important;
+      }
+
       .desktop_hide table.icons-inner {
-        display: inline-block !important
+        display: inline-block !important;
       }
 
       .icons-inner {
-        text-align: center
+        text-align: center;
       }
 
       .icons-inner td {
-        margin: 0 auto
+        margin: 0 auto;
       }
 
       .row-content {
-        width: 95% !important
+        width: 95% !important;
       }
 
       .mobile_hide {
-        display: none
+        display: none;
       }
 
       .stack .column {
         width: 100%;
-        display: block
+        display: block;
       }
 
       .mobile_hide {
@@ -76,135 +90,145 @@
         max-height: 0;
         max-width: 0;
         overflow: hidden;
-        font-size: 0
+        font-size: 0;
       }
 
       .desktop_hide,
       .desktop_hide table {
         display: table !important;
-        max-height: none !important
+        max-height: none !important;
       }
     }
   </style>
+  <link href="https://fonts.googleapis.com/css2?family=Mada:wght@500;700&display=swap" rel="stylesheet">
 </head>
 
 <body style="background-color:#fff;margin:0;padding:0;-webkit-text-size-adjust:none;text-size-adjust:none;">
-  <table border="0" cellpadding="0" cellspacing="0" class="nl-container" role="presentation"
-    style="mso-table-lspace:0;mso-table-rspace:0; background-image:none;background-position:top left;background-size:auto;background-repeat:no-repeat"
-    width="100%">
-    <tbody>
-      <tr>
-        <td>
-          <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-1" role="presentation"
-            style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-            <tbody>
-              <tr>
-                <td>
-
-                  <table border="0" cellpadding="0" cellspacing="0" class="image_block block-1 padding-20"
-                    role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;margin-left: auto;margin-right: auto;padding-top: 20px;
+  <div class="main-container">
+    <table border="0" cellpadding="0" cellspacing="0" class="nl-container" role="presentation"
+      style="mso-table-lspace:0;mso-table-rspace:0; background-image:none;background-position:top left;background-size:auto;background-repeat:no-repeat"
+      width="100%">
+      <tbody>
+        <tr>
+          <td>
+            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-1" role="presentation"
+              style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+              <tbody>
+                <tr>
+                  <td>
+                    <table border="0" cellpadding="0" cellspacing="0" class="image_block block-1 padding-20"
+                      role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;margin-left: auto;margin-right: auto;padding-top: 20px;
                   padding-bottom: 20px;" width="220">
-                    <tr>
-                      <td class="pad" style="width:100%;padding-right:0;padding-left:0">
-                        <div align="left" class="alignment" style="line-height:10px">
-                          <a href="www.worklenz.com" style="outline:none;width: 170px;" tabindex="-1"
-                            target="_blank"><img
-                              src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-logo.png"
-                              style="display:block;height:auto;border:0;max-width:100%;margin-top: 10px;margin-bottom: 5px;"></a>
-                        </div>
-                      </td>
-                    </tr>
-                  </table>
-                  <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
-                    role="presentation"
-                    style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:320px;margin-bottom: 40px;"
-                    width="320">
-                    <tbody>
                       <tr>
-                        <td class="column column-1"
-                          style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
-                          width="100%">
-                          <table border="0" cellpadding="5" cellspacing="0" class="paragraph_block block-4 padding-30"
-                            role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
+                        <td class="pad" style="width:100%;padding-right:0;padding-left:0">
+                          <div align="left" class="alignment" style="line-height:10px">
+                            <a href="www.worklenz.com" style="outline:none;width: 170px;" tabindex="-1"
+                              target="_blank"><img
+                                src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-logo.png"
+                                style="display:block;height:auto;border:0;max-width:100%;margin-top: 10px;margin-bottom: 5px;"></a>
+                          </div>
+                        </td>
+                      </tr>
+                    </table>
+                    <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
+                      role="presentation"
+                      style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:320px;margin-bottom: 40px;"
+                      width="320">
+                      <tbody>
+                        <tr>
+                          <td class="column column-1"
+                            style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
                             width="100%">
-
+                            <table border="0" cellpadding="5" cellspacing="0" class="paragraph_block block-4 padding-30"
+                              role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
+                              width="100%">
+                              <tr>
+                                <td class="pad" style="width:100%;padding-right:0;padding-left:0">
+                                  <div align="center" class="alignment" style="line-height:10px;margin-top: 30px;">
+                                    <img
+                                      src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-password-changed.png"
+                                      style="display:block;height:auto;border:0;width:100px;max-width:100%;margin-bottom: 10px;"
+                                      width="100">
+                                  </div>
+                                </td>
+                              </tr>
+                              <tr>
+                                <td class="pad">
+                                  <h1
+                                    style="margin:0;color:rgb(66, 66, 66);font-size:28px;line-height:120%;text-align:center;direction:ltr;font-weight:700;letter-spacing:0.5px;margin-top:10px;margin-bottom:0;padding-top: 10px;padding-bottom: 10px;font-family: 'Mada', Arial, sans-serif;">
+                                    Password Changed Successfully
+                                  </h1>
+                                  <div
+                                    style="color:#505771;font-size:19px;font-family: 'Mada', Arial, sans-serif;font-weight:500;line-height:150%;text-align:center;direction:ltr;letter-spacing:0.1px;mso-line-height-alt:24px;margin-top: 18px;">
+                                    <p style="margin-top: 0px;margin-bottom: 18px;">Hi,</p>
+                                    <p style="margin:0;margin-bottom:10px">This is a confirmation that your Worklenz
+                                      account password was changed.</p>
+                                    <p style="margin:0;margin-bottom:10px">If you did not make this change, please <a
+                                        href="mailto:support@worklenz.com"
+                                        style="color:#4992f0;text-decoration:none;">contact our support team</a>
+                                      immediately.</p>
+                                  </div>
+                                </td>
+                              </tr>
+                            </table>
+                          </td>
+                        </tr>
+                      </tbody>
+                    </table>
+            </table>
+          </td>
+        </tr>
+      </tbody>
+    </table>
+    <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-2" role="presentation"
+      style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+      <tbody>
+        <tr>
+          <td>
+            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation"
+              style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px" width="505">
+              <tbody>
+                <tr>
+                  <td class="column column-1"
+                    style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
+                    width="100%">
+                    <table border="0" cellpadding="0" cellspacing="0" class="icons_block block-1" role="presentation"
+                      style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+                      <tr>
+                        <td class="pad"
+                          style="vertical-align:middle;color:#9d9d9d;font-family:inherit;font-size:15px;padding-bottom:5px;padding-top:5px;text-align:center">
+                          <table cellpadding="0" cellspacing="0" role="presentation"
+                            style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
                             <tr>
-                              <td class="pad" style="width:100%;padding-right:0;padding-left:0">
-                                <div align="center" class="alignment" style="line-height:10px"><img
-                                    src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-password-changed.png"
-                                    style="display:block;height:auto;border:0;width:100px;max-width:100%;margin-top: 30px;margin-bottom: 10px;"
-                                    width="100">
-                                </div>
-                              </td>
-                            </tr>
-                            <tr>
-                              <td class="pad">
-                                <div
-                                  style="color:#505771;font-size:19px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;font-weight:500;line-height:150%;text-align:center;direction:ltr;letter-spacing:0;mso-line-height-alt:24px">
-                                  <p style="margin-top: 0px;margin-bottom: 30px;">
-                                    We wanted to let you know that your Worklenz password was reset.
-                                  </p>
-                                </div>
+                              <td class="alignment" style="vertical-align:middle;text-align:center">
+                                <!--[if vml]>
+                          <table align="left" cellpadding="0" cellspacing="0" role="presentation"
+                                 style="display:inline-block;padding-left:0px;padding-right:0px;mso-table-lspace: 0pt;mso-table-rspace: 0pt;">
+                          <![endif]-->
+                                <!--[if !vml]><!-->
+                                <table cellpadding="0" cellspacing="0" class="icons-inner" role="presentation"
+                                  style="mso-table-lspace:0;mso-table-rspace:0;display:inline-block;margin-right:-4px;padding-left:0;padding-right:0">
+                                </table>
                               </td>
                             </tr>
                           </table>
-
                         </td>
                       </tr>
-                    </tbody>
-                  </table>
-          </table>
-        </td>
-      </tr>
-    </tbody>
-  </table>
-  <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-2" role="presentation"
-    style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-    <tbody>
-      <tr>
-        <td>
-          <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation"
-            style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px" width="505">
-            <tbody>
-              <tr>
-                <td class="column column-1"
-                  style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
-                  width="100%">
-                  <table border="0" cellpadding="0" cellspacing="0" class="icons_block block-1" role="presentation"
-                    style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-                    <tr>
-                      <td class="pad"
-                        style="vertical-align:middle;color:#9d9d9d;font-family:inherit;font-size:15px;padding-bottom:5px;padding-top:5px;text-align:center">
-                        <table cellpadding="0" cellspacing="0" role="presentation"
-                          style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-                          <tr>
-                            <td class="alignment" style="vertical-align:middle;text-align:center">
-                              <!--[if vml]>
-                        <table align="left" cellpadding="0" cellspacing="0" role="presentation"
-                               style="display:inline-block;padding-left:0px;padding-right:0px;mso-table-lspace: 0pt;mso-table-rspace: 0pt;">
-                        <![endif]-->
-                              <!--[if !vml]><!-->
-                              <table cellpadding="0" cellspacing="0" class="icons-inner" role="presentation"
-                                style="mso-table-lspace:0;mso-table-rspace:0;display:inline-block;margin-right:-4px;padding-left:0;padding-right:0">
-                              </table>
-                            </td>
-                          </tr>
-                        </table>
-                      </td>
-                    </tr>
-                  </table>
-                </td>
-              </tr>
-            </tbody>
-          </table>
-        </td>
-      </tr>
-    </tbody>
-  </table>
-  </td>
-  </tr>
-  </tbody>
-  </table><!-- End -->
+                    </table>
+                  </td>
+                </tr>
+              </tbody>
+            </table>
+          </td>
+        </tr>
+      </tbody>
+    </table>
+    <div class="footer">
+      If you have any questions, contact us at <a href="mailto:support@worklenz.com"
+        style="color:#4992f0;text-decoration:none;">support@worklenz.com</a>.<br>
+      &copy; 2025 Worklenz. All rights reserved.
+    </div>
+  </div>
 </body>
 
 </html>

worklenz-backend/worklenz-email-templates/reset-password.html

@@ -2,31 +2,30 @@
 <html lang="en">
 
 <head>
-  <title></title>
+  <title>Reset Your Password | Worklenz</title>
   <meta content="text/html; charset=utf-8" http-equiv="Content-Type">
   <meta content="width=device-width,initial-scale=1" name="viewport">
   <style>
     * {
-      box-sizing: border-box
+      box-sizing: border-box;
     }
 
     body {
       margin: 0;
-      padding: 0
+      padding: 0;
+      background: linear-gradient(135deg, #f5f8ff 0%, #eaf0fb 100%);
+      -webkit-text-size-adjust: none;
+      text-size-adjust: none;
+      font-family: 'Mada', Arial, sans-serif;
     }
 
-    a[x-apple-data-detectors] {
-      color: inherit !important;
-      text-decoration: inherit !important
-    }
-
-    #MessageViewBody a {
-      color: inherit;
-      text-decoration: none
-    }
-
-    p {
-      line-height: inherit
+    .main-container {
+      background: #fff;
+      border-radius: 18px;
+      box-shadow: 0 4px 24px rgba(73, 146, 240, 0.10);
+      margin: 40px auto 0 auto;
+      max-width: 500px;
+      padding: 0 0 20px 0;
     }
 
     .padding-30 {
@@ -42,33 +41,68 @@
       mso-hide: all;
       display: none;
       max-height: 0;
-      overflow: hidden
+      overflow: hidden;
+    }
+
+    .modern-btn {
+      text-decoration: none;
+      display: inline-block;
+      color: #fff;
+      background: linear-gradient(90deg, #54bf6b 0%, #4992f0d9 100%);
+      border-radius: 6px;
+      font-weight: 600;
+      padding: 10px 32px;
+      font-size: 17px;
+      box-shadow: 0 2px 8px rgba(73, 146, 240, 0.15);
+      transition: background 0.2s, box-shadow 0.2s;
+      margin-top: 10px;
+      margin-bottom: 30px;
+    }
+
+    .modern-btn:hover {
+      background: linear-gradient(90deg, #4992f0d9 0%, #54bf6b 100%);
+      box-shadow: 0 4px 16px rgba(73, 146, 240, 0.18);
+    }
+
+    .footer {
+      text-align: center;
+      color: #b0b8c9;
+      font-size: 13px;
+      margin-top: 30px;
+      padding-bottom: 18px;
     }
 
     @media (max-width: 525px) {
+      .main-container {
+        margin: 0;
+        border-radius: 0;
+        box-shadow: none;
+        max-width: 100% !important;
+      }
+
       .desktop_hide table.icons-inner {
-        display: inline-block !important
+        display: inline-block !important;
       }
 
       .icons-inner {
-        text-align: center
+        text-align: center;
       }
 
       .icons-inner td {
-        margin: 0 auto
+        margin: 0 auto;
       }
 
       .row-content {
-        width: 95% !important
+        width: 95% !important;
       }
 
       .mobile_hide {
-        display: none
+        display: none;
       }
 
       .stack .column {
         width: 100%;
-        display: block
+        display: block;
       }
 
       .mobile_hide {
@@ -76,179 +110,137 @@
         max-height: 0;
         max-width: 0;
         overflow: hidden;
-        font-size: 0
+        font-size: 0;
       }
 
       .desktop_hide,
       .desktop_hide table {
         display: table !important;
-        max-height: none !important
+        max-height: none !important;
       }
     }
   </style>
+  <link href="https://fonts.googleapis.com/css2?family=Mada:wght@500;700&display=swap" rel="stylesheet">
 </head>
 
-<body style="background-color:#fff;margin:0;padding:0;-webkit-text-size-adjust:none;text-size-adjust:none">
-<table border="0" cellpadding="0" cellspacing="0" class="nl-container" role="presentation"
-       style="mso-table-lspace:0;mso-table-rspace:0; background-image:none;background-position:top left;background-size:auto;background-repeat:no-repeat"
-       width="100%">
-  <tbody>
-  <tr>
-    <td>
-      <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-1" role="presentation"
-             style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-        <tbody>
+<body>
+  <div class="main-container">
+    <table border="0" cellpadding="0" cellspacing="0" class="nl-container" role="presentation" style="background:transparent;" width="100%">
+      <tbody>
         <tr>
           <td>
-
-            <table border="0" cellpadding="0" cellspacing="0" class="image_block block-1 padding-20" role="presentation"
-                   style="mso-table-lspace:0;mso-table-rspace:0;margin-left: auto;margin-right: auto;padding-top: 20px;
-                  padding-bottom: 20px;" width="220">
-              <tr>
-                <td class="pad" style="width:100%;padding-right:0;padding-left:0">
-                  <div align="left" class="alignment" style="line-height:10px">
-                    <a href="www.worklenz.com" style="outline:none;width: 170px;" tabindex="-1"
-                       target="_blank"><img
-                      src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-logo.png"
-                      style="display:block;height:auto;border:0;max-width:100%;margin-top: 10px;margin-bottom: 5px;"></a>
-                  </div>
-                </td>
-              </tr>
-            </table>
-            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
-                   role="presentation"
-                   style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px;"
-                   width="475">
+            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-1" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
               <tbody>
-              <tr>
-                <td class="column column-1"
-                    style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
-                    width="100%">
-                  <table border="0" cellpadding="0" cellspacing="0" class="image_block block-3" role="presentation"
-                         style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-                    <tr>
-                      <td class="pad">
-                        <h1
-                          style="margin:0;color:rgb(66, 66, 66);font-size:26px;line-height:120%;text-align:center;direction:ltr;font-weight:700;letter-spacing:normal;margin-top:30px;margin-bottom:0;padding-top: 20px;padding-bottom: 20px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;">
-                          <span class="tinyMce-placeholder">Reset your password on Worklenz</span>
-                        </h1>
-                      </td>
-                    </tr>
-                    <tr>
-                      <td class="pad" style="width:100%;padding-right:0;padding-left:0">
-                        <div align="center" class="alignment" style="line-height:10px"><img
-                          src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-new-team.png"
-                          style="display:block;height:auto;border:0;width:180px;max-width:100%;margin-top: 30px;margin-bottom: 10px;"
-                          width="180">
-                        </div>
-                      </td>
-                    </tr>
-                  </table>
-                  <table border="0" cellpadding="5" cellspacing="0" class="paragraph_block block-4 padding-30"
-                         role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
-                         width="100%">
-                    <tr>
-                      <td class="pad">
-                        <div
-                          style="color:#505771;font-size:19px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;font-weight:500;line-height:120%;text-align:center;direction:ltr;letter-spacing:0;mso-line-height-alt:24px">
-                          <p style="margin-top: 0px;margin-bottom: 2px;">Hi,</p>
-                        </div>
-                      </td>
-                    </tr>
-                  </table>
-                  <table border="0" cellpadding="8" cellspacing="0" class="paragraph_block block-5 padding-30"
-                         role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
-                         width="100%">
-                    <tr>
-                      <td class="pad">
-                        <div
-                          style="color:rgb(143,152,164);font-size:16px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;font-weight:400;line-height:135%;text-align:center;direction:ltr;letter-spacing:0;mso-line-height-alt:18px">
-                          <p style="margin:0;margin-bottom:10px">You have requested to reset your password
-                          </p>
-                          <p style="margin:0;margin-bottom:10px">To reset your password, click the following link and follow the instructions.</p>
-                        </div>
-                      </td>
-                    </tr>
-                  </table>
-                  <table border="0" cellpadding="10" cellspacing="0" class="button_block block-6" role="presentation"
-                         style="mso-table-lspace:0;mso-table-rspace:0;margin-top: 10px;margin-bottom: 30px;"
-                         width="100%">
-                    <tr>
-                      <td class="pad">
-                        <div align="center" class="alignment">
-                          <a href="https://[VAR_HOSTNAME]/auth/verify-reset-email/[VAR_USER_ID]/[VAR_HASH]">
-                            <div
-                              style="text-decoration:none;display:inline-block;color:#fff;background: #54bf6b;border-radius:3px;width:auto;font-weight:400;padding-top:6px;padding-bottom:7px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;text-align:center;mso-border-alt:none;word-break:keep-all">
-                                      <span
-                                        style="padding-left:25px;padding-right:25px;font-size:16px;display:inline-block;letter-spacing:normal;"><span
-                                        dir="ltr" style="word-break: break-word; line-height: 28px;">Reset my password</span></span>
-                            </div>
-                          </a>
-                          <!--[if mso]></center></v:textbox></v:roundrect><![endif]-->
-                        </div>
-                      </td>
-                    </tr>
-                    </td>
-                    </tr>
-                    </tbody>
-                  </table>
+                <tr>
+                  <td>
+                    <table border="0" cellpadding="0" cellspacing="0" class="image_block block-1 padding-20" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;margin-left: auto;margin-right: auto;padding-top: 20px; padding-bottom: 20px;" width="220">
+                      <tr>
+                        <td class="pad" style="width:100%;padding-right:0;padding-left:0">
+                          <div align="left" class="alignment" style="line-height:10px">
+                            <a href="www.worklenz.com" style="outline:none;width: 170px;" tabindex="-1" target="_blank"><img src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-logo.png" style="display:block;height:auto;border:0;max-width:100%;margin-top: 10px;margin-bottom: 5px;"></a>
+                          </div>
+                        </td>
+                      </tr>
+                    </table>
+                    <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px;" width="475">
+                      <tbody>
+                        <tr>
+                          <td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0" width="100%">
+                            <table border="0" cellpadding="0" cellspacing="0" class="image_block block-3" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+                              <tr>
+                                <td class="pad">
+                                  <h1 style="margin:0;color:rgb(66, 66, 66);font-size:28px;line-height:120%;text-align:center;direction:ltr;font-weight:700;letter-spacing:0.5px;margin-top:30px;margin-bottom:0;padding-top: 20px;padding-bottom: 20px;font-family: 'Mada', Arial, sans-serif;">
+                                    <span class="tinyMce-placeholder">Reset your password</span>
+                                  </h1>
+                                </td>
+                              </tr>
+                              <tr>
+                                <td class="pad" style="width:100%;padding-right:0;padding-left:0">
+                                  <div align="center" class="alignment" style="line-height:10px"><img src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-new-team.png" style="display:block;height:auto;border:0;width:180px;max-width:100%;margin-top: 30px;margin-bottom: 10px;" width="180">
+                                  </div>
+                                </td>
+                              </tr>
+                            </table>
+                            <table border="0" cellpadding="5" cellspacing="0" class="paragraph_block block-4 padding-30" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
+                              <tr>
+                                <td class="pad">
+                                  <div style="color:#505771;font-size:20px;font-family: 'Mada', Arial, sans-serif;font-weight:500;line-height:130%;text-align:center;direction:ltr;letter-spacing:0.1px;mso-line-height-alt:24px">
+                                    <p style="margin-top: 0px;margin-bottom: 2px;">Hi,</p>
+                                  </div>
+                                </td>
+                              </tr>
+                            </table>
+                            <table border="0" cellpadding="8" cellspacing="0" class="paragraph_block block-5 padding-30" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
+                              <tr>
+                                <td class="pad">
+                                  <div style="color:rgb(143,152,164);font-size:16px;font-family: 'Mada', Arial, sans-serif;font-weight:400;line-height:145%;text-align:center;direction:ltr;letter-spacing:0.1px;mso-line-height-alt:18px">
+                                    <p style="margin:0;margin-bottom:10px">We received a request to reset your Worklenz account password.</p>
+                                    <p style="margin:0;margin-bottom:10px">Click the button below to set a new password. If you did not request this, you can safely ignore this email.</p>
+                                  </div>
+                                </td>
+                              </tr>
+                            </table>
+                            <table border="0" cellpadding="10" cellspacing="0" class="button_block block-6" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;margin-top: 10px;margin-bottom: 30px;" width="100%">
+                              <tr>
+                                <td class="pad">
+                                  <div align="center" class="alignment">
+                                    <a href="https://[VAR_HOSTNAME]/auth/verify-reset-email/[VAR_USER_ID]/[VAR_HASH]" class="modern-btn">
+                                      Reset my password
+                                    </a>
+                                  </div>
+                                  <div style="color:#b0b8c9;font-size:14px;text-align:center;margin-top:10px;">
+                                    <p style="margin:0;">For your security, this link will expire in 1 hour.</p>
+                                  </div>
+                                </td>
+                              </tr>
+                            </table>
+                          </td>
+                        </tr>
+                      </tbody>
+                    </table>
+                  </td>
+                </tr>
+              </tbody>
             </table>
-          </td>
-        </tr>
-        </tbody>
-      </table>
-      <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-2" role="presentation"
-             style="mso-table-lspace:0;mso-table-rspace:0"
-             width="100%">
-        <tbody>
-        <tr>
-          <td>
-            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
-                   role="presentation"
-                   style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px" width="505">
+            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-2" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
               <tbody>
-              <tr>
-                <td class="column column-1"
-                    style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
-                    width="100%">
-                  <table border="0" cellpadding="0" cellspacing="0" class="icons_block block-1" role="presentation"
-                         style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-                    <tr>
-                      <td class="pad"
-                          style="vertical-align:middle;color:#9d9d9d;font-family:inherit;font-size:15px;padding-bottom:5px;padding-top:5px;text-align:center">
-                        <table cellpadding="0" cellspacing="0" role="presentation"
-                               style="mso-table-lspace:0;mso-table-rspace:0"
-                               width="100%">
-                          <tr>
-                            <td class="alignment" style="vertical-align:middle;text-align:center">
-                              <!--[if vml]>
-                              <table align="left" cellpadding="0" cellspacing="0" role="presentation"
-                                     style="display:inline-block;padding-left:0px;padding-right:0px;mso-table-lspace: 0pt;mso-table-rspace: 0pt;">
-                              <![endif]-->
-                              <!--[if !vml]><!-->
-                              <table cellpadding="0"
-                                     cellspacing="0"
-                                     class="icons-inner" role="presentation"
-                                     style="mso-table-lspace:0;mso-table-rspace:0;display:inline-block;margin-right:-4px;padding-left:0;padding-right:0">
-                              </table>
-                            </td>
-                          </tr>
-                        </table>
-                      </td>
-                    </tr>
-                  </table>
-                </td>
-              </tr>
+                <tr>
+                  <td>
+                    <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px" width="505">
+                      <tbody>
+                        <tr>
+                          <td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0" width="100%">
+                            <table border="0" cellpadding="0" cellspacing="0" class="icons_block block-1" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+                              <tr>
+                                <td class="pad" style="vertical-align:middle;color:#9d9d9d;font-family:inherit;font-size:15px;padding-bottom:5px;padding-top:5px;text-align:center">
+                                  <table cellpadding="0" cellspacing="0" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+                                    <tr>
+                                      <td class="alignment" style="vertical-align:middle;text-align:center">
+                                        <table cellpadding="0" cellspacing="0" class="icons-inner" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;display:inline-block;margin-right:-4px;padding-left:0;padding-right:0">
+                                        </table>
+                                      </td>
+                                    </tr>
+                                  </table>
+                                </td>
+                              </tr>
+                            </table>
+                          </td>
+                        </tr>
+                      </tbody>
+                    </table>
+                  </td>
+                </tr>
               </tbody>
             </table>
           </td>
         </tr>
-        </tbody>
-      </table>
-    </td>
-  </tr>
-  </tbody>
-</table><!-- End -->
+      </tbody>
+    </table>
+    <div class="footer">
+      If you have any questions, contact us at <a href="mailto:support@worklenz.com" style="color:#4992f0;text-decoration:none;">support@worklenz.com</a>.<br>
+      &copy; 2025 Worklenz. All rights reserved.
+    </div>
+  </div>
 </body>
 
 </html>

worklenz-backend/worklenz-email-templates/team-invitation.html

@@ -2,31 +2,30 @@
 <html lang="en">
 
 <head>
-  <title></title>
+  <title>Join Your Team on Worklenz</title>
   <meta content="text/html; charset=utf-8" http-equiv="Content-Type">
   <meta content="width=device-width,initial-scale=1" name="viewport">
   <style>
     * {
-      box-sizing: border-box
+      box-sizing: border-box;
     }
 
     body {
       margin: 0;
-      padding: 0
+      padding: 0;
+      background: linear-gradient(135deg, #f5f8ff 0%, #eaf0fb 100%);
+      -webkit-text-size-adjust: none;
+      text-size-adjust: none;
+      font-family: 'Mada', Arial, sans-serif;
     }
 
-    a[x-apple-data-detectors] {
-      color: inherit !important;
-      text-decoration: inherit !important
-    }
-
-    #MessageViewBody a {
-      color: inherit;
-      text-decoration: none
-    }
-
-    p {
-      line-height: inherit
+    .main-container {
+      background: #fff;
+      border-radius: 18px;
+      box-shadow: 0 4px 24px rgba(73, 146, 240, 0.10);
+      margin: 40px auto 0 auto;
+      max-width: 500px;
+      padding: 0 0 20px 0;
     }
 
     .padding-30 {
@@ -42,33 +41,68 @@
       mso-hide: all;
       display: none;
       max-height: 0;
-      overflow: hidden
+      overflow: hidden;
+    }
+
+    .modern-btn {
+      text-decoration: none;
+      display: inline-block;
+      color: #fff;
+      background: linear-gradient(90deg, #54bf6b 0%, #4992f0d9 100%);
+      border-radius: 6px;
+      font-weight: 600;
+      padding: 10px 32px;
+      font-size: 17px;
+      box-shadow: 0 2px 8px rgba(73, 146, 240, 0.15);
+      transition: background 0.2s, box-shadow 0.2s;
+      margin-top: 10px;
+      margin-bottom: 30px;
+    }
+
+    .modern-btn:hover {
+      background: linear-gradient(90deg, #4992f0d9 0%, #54bf6b 100%);
+      box-shadow: 0 4px 16px rgba(73, 146, 240, 0.18);
+    }
+
+    .footer {
+      text-align: center;
+      color: #b0b8c9;
+      font-size: 13px;
+      margin-top: 30px;
+      padding-bottom: 18px;
     }
 
     @media (max-width: 525px) {
+      .main-container {
+        margin: 0;
+        border-radius: 0;
+        box-shadow: none;
+        max-width: 100% !important;
+      }
+
       .desktop_hide table.icons-inner {
-        display: inline-block !important
+        display: inline-block !important;
       }
 
       .icons-inner {
-        text-align: center
+        text-align: center;
       }
 
       .icons-inner td {
-        margin: 0 auto
+        margin: 0 auto;
       }
 
       .row-content {
-        width: 95% !important
+        width: 95% !important;
       }
 
       .mobile_hide {
-        display: none
+        display: none;
       }
 
       .stack .column {
         width: 100%;
-        display: block
+        display: block;
       }
 
       .mobile_hide {
@@ -76,181 +110,134 @@
         max-height: 0;
         max-width: 0;
         overflow: hidden;
-        font-size: 0
+        font-size: 0;
       }
 
       .desktop_hide,
       .desktop_hide table {
         display: table !important;
-        max-height: none !important
+        max-height: none !important;
       }
     }
   </style>
+  <link href="https://fonts.googleapis.com/css2?family=Mada:wght@500;700&display=swap" rel="stylesheet">
 </head>
 
-<body style="background-color:#fff;margin:0;padding:0;-webkit-text-size-adjust:none;text-size-adjust:none">
-<table border="0" cellpadding="0" cellspacing="0" class="nl-container" role="presentation"
-       style="mso-table-lspace:0;mso-table-rspace:0; background-image:none;background-position:top left;background-size:auto;background-repeat:no-repeat"
-       width="100%">
-  <tbody>
-  <tr>
-    <td>
-      <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-1" role="presentation"
-             style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-        <tbody>
+<body>
+  <div class="main-container">
+    <table border="0" cellpadding="0" cellspacing="0" class="nl-container" role="presentation" style="background:transparent;" width="100%">
+      <tbody>
         <tr>
           <td>
-
-            <table border="0" cellpadding="0" cellspacing="0" class="image_block block-1 padding-20" role="presentation"
-                   style="mso-table-lspace:0;mso-table-rspace:0;margin-left: auto;margin-right: auto;padding-top: 20px;
-                  padding-bottom: 20px;" width="220">
-              <tr>
-                <td class="pad" style="width:100%;padding-right:0;padding-left:0">
-                  <div align="left" class="alignment" style="line-height:10px">
-                    <a href="www.worklenz.com" style="outline:none;width: 170px;" tabindex="-1"
-                       target="_blank"><img
-                      src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-logo.png"
-                      style="display:block;height:auto;border:0;max-width:100%;margin-top: 10px;margin-bottom: 5px;"></a>
-                  </div>
-                </td>
-              </tr>
-            </table>
-            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
-                   role="presentation"
-                   style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px;"
-                   width="475">
+            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-1" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
               <tbody>
-              <tr>
-                <td class="column column-1"
-                    style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
-                    width="100%">
-                  <table border="0" cellpadding="0" cellspacing="0" class="image_block block-3" role="presentation"
-                         style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-                    <tr>
-                      <td class="pad">
-                        <h1
-                          style="margin:0;color:rgb(66, 66, 66);font-size:26px;line-height:120%;text-align:center;direction:ltr;font-weight:700;letter-spacing:normal;margin-top:30px;margin-bottom:0;padding-top: 20px;padding-bottom: 20px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;">
-                          <span class="tinyMce-placeholder">Join your team on Worklenz</span>
-                        </h1>
-                      </td>
-                    </tr>
-                    <tr>
-                      <td class="pad" style="width:100%;padding-right:0;padding-left:0">
-                        <div align="center" class="alignment" style="line-height:10px"><img
-                          src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-new-team.png"
-                          style="display:block;height:auto;border:0;width:180px;max-width:100%;margin-top: 30px;margin-bottom: 10px;"
-                          width="180">
-                        </div>
-                      </td>
-                    </tr>
-                  </table>
-                  <table border="0" cellpadding="5" cellspacing="0" class="paragraph_block block-4 padding-30"
-                         role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
-                         width="100%">
-                    <tr>
-                      <td class="pad">
-                        <div
-                          style="color:#505771;font-size:19px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;font-weight:500;line-height:120%;text-align:center;direction:ltr;letter-spacing:0;mso-line-height-alt:24px">
-                          <p style="margin-top: 0px;margin-bottom: 2px;">Hi [VAR_USER_NAME],</p>
-                        </div>
-                      </td>
-                    </tr>
-                  </table>
-                  <table border="0" cellpadding="8" cellspacing="0" class="paragraph_block block-5 padding-30"
-                         role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
-                         width="100%">
-                    <tr>
-                      <td class="pad">
-                        <div
-                          style="color:rgb(143,152,164);font-size:16px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;font-weight:400;line-height:135%;text-align:center;direction:ltr;letter-spacing:0;mso-line-height-alt:18px">
-                          <p style="margin:0;margin-bottom:10px">You have been added to the "[VAR_TEAM_NAME]" team
-                            on Worklenz!
-                          </p>
-                          <p>Sign in to your Worklenz account to continue.</p>
-                        </div>
-                      </td>
-                    </tr>
-                  </table>
-                  <table border="0" cellpadding="10" cellspacing="0" class="button_block block-6" role="presentation"
-                         style="mso-table-lspace:0;mso-table-rspace:0;margin-top: 10px;margin-bottom: 30px;"
-                         width="100%">
-                    <tr>
-                      <td class="pad">
-                        <div align="center" class="alignment">
-                          <a href="https://[VAR_HOSTNAME]/auth/login?team=[VAR_TEAM_ID]&user=[VAR_USER_ID]&project=[PROJECT_ID]">
-                            <div
-                              style="text-decoration:none;display:inline-block;color:#fff;background: #54bf6b;border-radius:3px;width:auto;font-weight:400;padding-top:6px;padding-bottom:7px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;text-align:center;mso-border-alt:none;word-break:keep-all">
-                                      <span
-                                        style="padding-left:25px;padding-right:25px;font-size:16px;display:inline-block;letter-spacing:normal;"><span
-                                        dir="ltr" style="word-break: break-word; line-height: 28px;">Go to
-                                          Worklenz</span></span>
-                            </div>
-                          </a>
-                          <!--[if mso]></center></v:textbox></v:roundrect><![endif]-->
-                        </div>
-                      </td>
-                    </tr>
-                    </td>
-                    </tr>
-                    </tbody>
-                  </table>
+                <tr>
+                  <td>
+                    <table border="0" cellpadding="0" cellspacing="0" class="image_block block-1 padding-20" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;margin-left: auto;margin-right: auto;padding-top: 20px; padding-bottom: 20px;" width="220">
+                      <tr>
+                        <td class="pad" style="width:100%;padding-right:0;padding-left:0">
+                          <div align="left" class="alignment" style="line-height:10px">
+                            <a href="www.worklenz.com" style="outline:none;width: 170px;" tabindex="-1" target="_blank"><img src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-logo.png" style="display:block;height:auto;border:0;max-width:100%;margin-top: 10px;margin-bottom: 5px;"></a>
+                          </div>
+                        </td>
+                      </tr>
+                    </table>
+                    <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px;" width="475">
+                      <tbody>
+                        <tr>
+                          <td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0" width="100%">
+                            <table border="0" cellpadding="0" cellspacing="0" class="image_block block-3" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+                              <tr>
+                                <td class="pad">
+                                  <h1 style="margin:0;color:rgb(66, 66, 66);font-size:28px;line-height:120%;text-align:center;direction:ltr;font-weight:700;letter-spacing:0.5px;margin-top:30px;margin-bottom:0;padding-top: 20px;padding-bottom: 20px;font-family: 'Mada', Arial, sans-serif;">
+                                    <span class="tinyMce-placeholder">Join your team on Worklenz</span>
+                                  </h1>
+                                </td>
+                              </tr>
+                              <tr>
+                                <td class="pad" style="width:100%;padding-right:0;padding-left:0">
+                                  <div align="center" class="alignment" style="line-height:10px"><img src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-new-team.png" style="display:block;height:auto;border:0;width:180px;max-width:100%;margin-top: 30px;margin-bottom: 10px;" width="180">
+                                  </div>
+                                </td>
+                              </tr>
+                            </table>
+                            <table border="0" cellpadding="5" cellspacing="0" class="paragraph_block block-4 padding-30" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
+                              <tr>
+                                <td class="pad">
+                                  <div style="color:#505771;font-size:20px;font-family: 'Mada', Arial, sans-serif;font-weight:500;line-height:130%;text-align:center;direction:ltr;letter-spacing:0.1px;mso-line-height-alt:24px">
+                                    <p style="margin-top: 0px;margin-bottom: 2px;">Hi [VAR_USER_NAME],</p>
+                                  </div>
+                                </td>
+                              </tr>
+                            </table>
+                            <table border="0" cellpadding="8" cellspacing="0" class="paragraph_block block-5 padding-30" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
+                              <tr>
+                                <td class="pad">
+                                  <div style="color:rgb(143,152,164);font-size:16px;font-family: 'Mada', Arial, sans-serif;font-weight:400;line-height:145%;text-align:center;direction:ltr;letter-spacing:0.1px;mso-line-height-alt:18px">
+                                    <p style="margin:0;margin-bottom:10px">You have been added to the "[VAR_TEAM_NAME]" team on Worklenz!</p>
+                                    <p>Sign in to your Worklenz account to continue.</p>
+                                  </div>
+                                </td>
+                              </tr>
+                            </table>
+                            <table border="0" cellpadding="10" cellspacing="0" class="button_block block-6" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;margin-top: 10px;margin-bottom: 30px;" width="100%">
+                              <tr>
+                                <td class="pad">
+                                  <div align="center" class="alignment">
+                                    <a href="https://[VAR_HOSTNAME]/auth/login?team=[VAR_TEAM_ID]&user=[VAR_USER_ID]&project=[PROJECT_ID]" class="modern-btn">
+                                      Go to Worklenz
+                                    </a>
+                                  </div>
+                                </td>
+                              </tr>
+                            </table>
+                          </td>
+                        </tr>
+                      </tbody>
+                    </table>
+                  </td>
+                </tr>
+              </tbody>
             </table>
-          </td>
-        </tr>
-        </tbody>
-      </table>
-      <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-2" role="presentation"
-             style="mso-table-lspace:0;mso-table-rspace:0"
-             width="100%">
-        <tbody>
-        <tr>
-          <td>
-            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
-                   role="presentation"
-                   style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px" width="505">
+            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-2" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
               <tbody>
-              <tr>
-                <td class="column column-1"
-                    style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
-                    width="100%">
-                  <table border="0" cellpadding="0" cellspacing="0" class="icons_block block-1" role="presentation"
-                         style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-                    <tr>
-                      <td class="pad"
-                          style="vertical-align:middle;color:#9d9d9d;font-family:inherit;font-size:15px;padding-bottom:5px;padding-top:5px;text-align:center">
-                        <table cellpadding="0" cellspacing="0" role="presentation"
-                               style="mso-table-lspace:0;mso-table-rspace:0"
-                               width="100%">
-                          <tr>
-                            <td class="alignment" style="vertical-align:middle;text-align:center">
-                              <!--[if vml]>
-                              <table align="left" cellpadding="0" cellspacing="0" role="presentation"
-                                     style="display:inline-block;padding-left:0px;padding-right:0px;mso-table-lspace: 0pt;mso-table-rspace: 0pt;">
-                              <![endif]-->
-                              <!--[if !vml]><!-->
-                              <table cellpadding="0"
-                                     cellspacing="0"
-                                     class="icons-inner" role="presentation"
-                                     style="mso-table-lspace:0;mso-table-rspace:0;display:inline-block;margin-right:-4px;padding-left:0;padding-right:0">
-                              </table>
-                            </td>
-                          </tr>
-                        </table>
-                      </td>
-                    </tr>
-                  </table>
-                </td>
-              </tr>
+                <tr>
+                  <td>
+                    <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px" width="505">
+                      <tbody>
+                        <tr>
+                          <td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0" width="100%">
+                            <table border="0" cellpadding="0" cellspacing="0" class="icons_block block-1" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+                              <tr>
+                                <td class="pad" style="vertical-align:middle;color:#9d9d9d;font-family:inherit;font-size:15px;padding-bottom:5px;padding-top:5px;text-align:center">
+                                  <table cellpadding="0" cellspacing="0" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+                                    <tr>
+                                      <td class="alignment" style="vertical-align:middle;text-align:center">
+                                        <table cellpadding="0" cellspacing="0" class="icons-inner" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;display:inline-block;margin-right:-4px;padding-left:0;padding-right:0">
+                                        </table>
+                                      </td>
+                                    </tr>
+                                  </table>
+                                </td>
+                              </tr>
+                            </table>
+                          </td>
+                        </tr>
+                      </tbody>
+                    </table>
+                  </td>
+                </tr>
               </tbody>
             </table>
           </td>
         </tr>
-        </tbody>
-      </table>
-    </td>
-  </tr>
-  </tbody>
-</table><!-- End -->
+      </tbody>
+    </table>
+    <div class="footer">
+      If you have any questions, contact us at <a href="mailto:support@worklenz.com" style="color:#4992f0;text-decoration:none;">support@worklenz.com</a>.<br>
+      &copy; 2025 Worklenz. All rights reserved.
+    </div>
+  </div>
 </body>
 
 </html>

worklenz-backend/worklenz-email-templates/unregistered-team-invitation-notification.html

@@ -2,31 +2,30 @@
 <html lang="en">
 
 <head>
-  <title></title>
+  <title>Join Your Team on Worklenz</title>
   <meta content="text/html; charset=utf-8" http-equiv="Content-Type">
   <meta content="width=device-width,initial-scale=1" name="viewport">
   <style>
     * {
-      box-sizing: border-box
+      box-sizing: border-box;
     }
 
     body {
       margin: 0;
-      padding: 0
+      padding: 0;
+      background: linear-gradient(135deg, #f5f8ff 0%, #eaf0fb 100%);
+      -webkit-text-size-adjust: none;
+      text-size-adjust: none;
+      font-family: 'Mada', Arial, sans-serif;
     }
 
-    a[x-apple-data-detectors] {
-      color: inherit !important;
-      text-decoration: inherit !important
-    }
-
-    #MessageViewBody a {
-      color: inherit;
-      text-decoration: none
-    }
-
-    p {
-      line-height: inherit
+    .main-container {
+      background: #fff;
+      border-radius: 18px;
+      box-shadow: 0 4px 24px rgba(73, 146, 240, 0.10);
+      margin: 40px auto 0 auto;
+      max-width: 500px;
+      padding: 0 0 20px 0;
     }
 
     .padding-30 {
@@ -42,33 +41,68 @@
       mso-hide: all;
       display: none;
       max-height: 0;
-      overflow: hidden
+      overflow: hidden;
+    }
+
+    .modern-btn {
+      text-decoration: none;
+      display: inline-block;
+      color: #fff;
+      background: linear-gradient(90deg, #6249f0 0%, #4992f0d9 100%);
+      border-radius: 6px;
+      font-weight: 600;
+      padding: 10px 32px;
+      font-size: 17px;
+      box-shadow: 0 2px 8px rgba(73, 146, 240, 0.15);
+      transition: background 0.2s, box-shadow 0.2s;
+      margin-top: 10px;
+      margin-bottom: 30px;
+    }
+
+    .modern-btn:hover {
+      background: linear-gradient(90deg, #4992f0d9 0%, #6249f0 100%);
+      box-shadow: 0 4px 16px rgba(73, 146, 240, 0.18);
+    }
+
+    .footer {
+      text-align: center;
+      color: #b0b8c9;
+      font-size: 13px;
+      margin-top: 30px;
+      padding-bottom: 18px;
     }
 
     @media (max-width: 525px) {
+      .main-container {
+        margin: 0;
+        border-radius: 0;
+        box-shadow: none;
+        max-width: 100% !important;
+      }
+
       .desktop_hide table.icons-inner {
-        display: inline-block !important
+        display: inline-block !important;
       }
 
       .icons-inner {
-        text-align: center
+        text-align: center;
       }
 
       .icons-inner td {
-        margin: 0 auto
+        margin: 0 auto;
       }
 
       .row-content {
-        width: 95% !important
+        width: 95% !important;
       }
 
       .mobile_hide {
-        display: none
+        display: none;
       }
 
       .stack .column {
         width: 100%;
-        display: block
+        display: block;
       }
 
       .mobile_hide {
@@ -76,180 +110,174 @@
         max-height: 0;
         max-width: 0;
         overflow: hidden;
-        font-size: 0
+        font-size: 0;
       }
 
       .desktop_hide,
       .desktop_hide table {
         display: table !important;
-        max-height: none !important
+        max-height: none !important;
       }
     }
   </style>
+  <link href="https://fonts.googleapis.com/css2?family=Mada:wght@500;700&display=swap" rel="stylesheet">
 </head>
 
-<body style="background-color:#fff;margin:0;padding:0;-webkit-text-size-adjust:none;text-size-adjust:none">
-<table border="0" cellpadding="0" cellspacing="0" class="nl-container" role="presentation"
-       style="mso-table-lspace:0;mso-table-rspace:0; background-image:none;background-position:top left;background-size:auto;background-repeat:no-repeat"
-       width="100%">
-  <tbody>
-  <tr>
-    <td>
-      <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-1" role="presentation"
-             style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-        <tbody>
-        <tr>
-          <td>
-
-            <table border="0" cellpadding="0" cellspacing="0" class="image_block block-1 padding-20" role="presentation"
-                   style="mso-table-lspace:0;mso-table-rspace:0;margin-left: auto;margin-right: auto;padding-top: 20px;
-                  padding-bottom: 20px;" width="220">
-              <tr>
-                <td class="pad" style="width:100%;padding-right:0;padding-left:0">
-                  <div align="left" class="alignment" style="line-height:10px">
-                    <a href="www.worklenz.com" style="outline:none;width: 170px;" tabindex="-1"
-                       target="_blank"><img
-                      src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-logo.png"
-                      style="display:block;height:auto;border:0;max-width:100%;margin-top: 10px;margin-bottom: 5px;"></a>
-                  </div>
-                </td>
-              </tr>
-            </table>
-            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
-                   role="presentation"
-                   style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px;"
-                   width="475">
-              <tbody>
-              <tr>
-                <td class="column column-1"
-                    style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
-                    width="100%">
-                  <table border="0" cellpadding="0" cellspacing="0" class="image_block block-3" role="presentation"
-                         style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-                    <tr>
-                      <td class="pad">
-                        <h1
-                          style="margin:0;color:rgb(66, 66, 66);font-size:26px;line-height:120%;text-align:center;direction:ltr;font-weight:700;letter-spacing:normal;margin-top:30px;margin-bottom:0;padding-top: 20px;padding-bottom: 20px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;">
-                          <span class="tinyMce-placeholder">Join your team on Worklenz</span>
-                        </h1>
-                      </td>
-                    </tr>
-                    <tr>
-                      <td class="pad" style="width:100%;padding-right:0;padding-left:0">
-                        <div align="center" class="alignment" style="line-height:10px"><img
-                          src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-unregistered-team-member.png"
-                          style="display:block;height:auto;border:0;width:180px;max-width:100%;margin-top: 30px;margin-bottom: 10px;"
-                          width="180">
-                        </div>
-                      </td>
-                    </tr>
-                  </table>
-                  <table border="0" cellpadding="5" cellspacing="0" class="paragraph_block block-4 padding-30"
-                         role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
-                         width="100%">
-                    <tr>
-                      <td class="pad">
-                        <div
-                          style="color:#505771;font-size:19px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;font-weight:500;line-height:120%;text-align:center;direction:ltr;letter-spacing:0;mso-line-height-alt:24px">
-                          <p style="margin-top: 0px;margin-bottom: 2px;">Hi,</p>
-                        </div>
-                      </td>
-                    </tr>
-                  </table>
-                  <table border="0" cellpadding="8" cellspacing="0" class="paragraph_block block-5 padding-30"
-                         role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
-                         width="100%">
-                    <tr>
-                      <td class="pad">
-                        <div
-                          style="color:rgb(143,152,164);font-size:16px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;font-weight:400;line-height:135%;text-align:center;direction:ltr;letter-spacing:0;mso-line-height-alt:18px">
-                          <p style="margin:0;margin-bottom:10px">You have been added to the "[VAR_TEAM_NAME]" team
-                            on Worklenz!</p>
-                          <p>Create an account in Worklenz to continue.</p>
-                        </div>
-                      </td>
-                    </tr>
-                  </table>
-                  <table border="0" cellpadding="10" cellspacing="0" class="button_block block-6" role="presentation"
-                         style="mso-table-lspace:0;mso-table-rspace:0;margin-top: 10px;margin-bottom: 30px;"
-                         width="100%">
-                    <tr>
-                      <td class="pad">
-                        <div align="center" class="alignment">
-                          <a href="https://[VAR_HOSTNAME]/auth/signup?email=[VAR_EMAIL]&user=[VAR_USER_ID]&team=[VAR_TEAM_ID]&name=[VAR_USER_NAME]&project=[PROJECT_ID]">
-                            <div
-                              style="text-decoration:none;display:inline-block;color:#fff;background: #6249f0;border-radius:3px;width:auto;font-weight:400;padding-top:6px;padding-bottom:7px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;text-align:center;mso-border-alt:none;word-break:keep-all">
-                                      <span
-                                        style="padding-left:25px;padding-right:25px;font-size:16px;display:inline-block;letter-spacing:normal;"><span
-                                        dir="ltr" style="word-break: break-word; line-height: 28px;">Join
-                                          Worklenz</span></span>
-                            </div>
-                          </a>
-                          <!--[if mso]></center></v:textbox></v:roundrect><![endif]-->
-                        </div>
-                      </td>
-                    </tr>
+<body>
+  <div class="main-container">
+    <table border="0" cellpadding="0" cellspacing="0" class="nl-container" role="presentation"
+           style="background:transparent;"
+           width="100%">
+      <tbody>
+      <tr>
+        <td>
+          <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-1" role="presentation"
+                 style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+            <tbody>
+            <tr>
+              <td>
+                <table border="0" cellpadding="0" cellspacing="0" class="image_block block-1 padding-20" role="presentation"
+                       style="mso-table-lspace:0;mso-table-rspace:0;margin-left: auto;margin-right: auto;padding-top: 20px;
+                      padding-bottom: 20px;" width="220">
+                  <tr>
+                    <td class="pad" style="width:100%;padding-right:0;padding-left:0">
+                      <div align="left" class="alignment" style="line-height:10px">
+                        <a href="www.worklenz.com" style="outline:none;width: 170px;" tabindex="-1"
+                           target="_blank"><img
+                          src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-logo.png"
+                          style="display:block;height:auto;border:0;max-width:100%;margin-top: 10px;margin-bottom: 5px;"></a>
+                      </div>
                     </td>
-                    </tr>
-                    </tbody>
-                  </table>
-            </table>
-          </td>
-        </tr>
-        </tbody>
-      </table>
-      <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-2" role="presentation"
-             style="mso-table-lspace:0;mso-table-rspace:0"
-             width="100%">
-        <tbody>
-        <tr>
-          <td>
-            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
-                   role="presentation"
-                   style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px" width="505">
-              <tbody>
-              <tr>
-                <td class="column column-1"
-                    style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
-                    width="100%">
-                  <table border="0" cellpadding="0" cellspacing="0" class="icons_block block-1" role="presentation"
-                         style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-                    <tr>
-                      <td class="pad"
-                          style="vertical-align:middle;color:#9d9d9d;font-family:inherit;font-size:15px;padding-bottom:5px;padding-top:5px;text-align:center">
-                        <table cellpadding="0" cellspacing="0" role="presentation"
-                               style="mso-table-lspace:0;mso-table-rspace:0"
-                               width="100%">
-                          <tr>
-                            <td class="alignment" style="vertical-align:middle;text-align:center">
-                              <!--[if vml]>
-                              <table align="left" cellpadding="0" cellspacing="0" role="presentation"
-                                     style="display:inline-block;padding-left:0px;padding-right:0px;mso-table-lspace: 0pt;mso-table-rspace: 0pt;">
-                              <![endif]-->
-                              <!--[if !vml]><!-->
-                              <table cellpadding="0"
-                                     cellspacing="0"
-                                     class="icons-inner" role="presentation"
-                                     style="mso-table-lspace:0;mso-table-rspace:0;display:inline-block;margin-right:-4px;padding-left:0;padding-right:0">
-                              </table>
-                            </td>
-                          </tr>
-                        </table>
-                      </td>
-                    </tr>
-                  </table>
-                </td>
-              </tr>
-              </tbody>
-            </table>
-          </td>
-        </tr>
-        </tbody>
-      </table>
-    </td>
-  </tr>
-  </tbody>
-</table><!-- End -->
+                  </tr>
+                </table>
+                <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
+                       role="presentation"
+                       style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px;"
+                       width="475">
+                  <tbody>
+                  <tr>
+                    <td class="column column-1"
+                        style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
+                        width="100%">
+                      <table border="0" cellpadding="0" cellspacing="0" class="image_block block-3" role="presentation"
+                             style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+                        <tr>
+                          <td class="pad">
+                            <h1
+                              style="margin:0;color:rgb(66, 66, 66);font-size:28px;line-height:120%;text-align:center;direction:ltr;font-weight:700;letter-spacing:0.5px;margin-top:30px;margin-bottom:0;padding-top: 20px;padding-bottom: 20px;font-family: 'Mada', Arial, sans-serif;">
+                              <span class="tinyMce-placeholder">Join your team on Worklenz</span>
+                            </h1>
+                          </td>
+                        </tr>
+                        <tr>
+                          <td class="pad" style="width:100%;padding-right:0;padding-left:0">
+                            <div align="center" class="alignment" style="line-height:10px"><img
+                              src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-unregistered-team-member.png"
+                              style="display:block;height:auto;border:0;width:180px;max-width:100%;margin-top: 30px;margin-bottom: 10px;"
+                              width="180">
+                            </div>
+                          </td>
+                        </tr>
+                      </table>
+                      <table border="0" cellpadding="5" cellspacing="0" class="paragraph_block block-4 padding-30"
+                             role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
+                             width="100%">
+                        <tr>
+                          <td class="pad">
+                            <div
+                              style="color:#505771;font-size:20px;font-family: 'Mada', Arial, sans-serif;font-weight:500;line-height:130%;text-align:center;direction:ltr;letter-spacing:0.1px;mso-line-height-alt:24px">
+                              <p style="margin-top: 0px;margin-bottom: 2px;">Hi,</p>
+                            </div>
+                          </td>
+                        </tr>
+                      </table>
+                      <table border="0" cellpadding="8" cellspacing="0" class="paragraph_block block-5 padding-30"
+                             role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
+                             width="100%">
+                        <tr>
+                          <td class="pad">
+                            <div
+                              style="color:rgb(143,152,164);font-size:16px;font-family: 'Mada', Arial, sans-serif;font-weight:400;line-height:145%;text-align:center;direction:ltr;letter-spacing:0.1px;mso-line-height-alt:18px">
+                              <p style="margin:0;margin-bottom:10px">You have been added to the "[VAR_TEAM_NAME]" team
+                                on Worklenz!</p>
+                              <p>Create an account in Worklenz to continue.</p>
+                            </div>
+                          </td>
+                        </tr>
+                      </table>
+                      <table border="0" cellpadding="10" cellspacing="0" class="button_block block-6" role="presentation"
+                             style="mso-table-lspace:0;mso-table-rspace:0;margin-top: 10px;margin-bottom: 30px;"
+                             width="100%">
+                        <tr>
+                          <td class="pad">
+                            <div align="center" class="alignment">
+                              <a href="https://[VAR_HOSTNAME]/auth/signup?email=[VAR_EMAIL]&user=[VAR_USER_ID]&team=[VAR_TEAM_ID]&name=[VAR_USER_NAME]&project=[PROJECT_ID]" class="modern-btn">
+                                Join Worklenz
+                              </a>
+                            </div>
+                          </td>
+                        </tr>
+                      </table>
+                    </td>
+                  </tr>
+                  </tbody>
+                </table>
+              </td>
+            </tr>
+            </tbody>
+          </table>
+          <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-2" role="presentation"
+                 style="mso-table-lspace:0;mso-table-rspace:0"
+                 width="100%">
+            <tbody>
+            <tr>
+              <td>
+                <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
+                       role="presentation"
+                       style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px" width="505">
+                  <tbody>
+                  <tr>
+                    <td class="column column-1"
+                        style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
+                        width="100%">
+                      <table border="0" cellpadding="0" cellspacing="0" class="icons_block block-1" role="presentation"
+                             style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+                        <tr>
+                          <td class="pad"
+                              style="vertical-align:middle;color:#9d9d9d;font-family:inherit;font-size:15px;padding-bottom:5px;padding-top:5px;text-align:center">
+                            <table cellpadding="0" cellspacing="0" role="presentation"
+                                   style="mso-table-lspace:0;mso-table-rspace:0"
+                                   width="100%">
+                              <tr>
+                                <td class="alignment" style="vertical-align:middle;text-align:center">
+                                  <table cellpadding="0"
+                                         cellspacing="0"
+                                         class="icons-inner" role="presentation"
+                                         style="mso-table-lspace:0;mso-table-rspace:0;display:inline-block;margin-right:-4px;padding-left:0;padding-right:0">
+                                  </table>
+                                </td>
+                              </tr>
+                            </table>
+                          </td>
+                        </tr>
+                      </table>
+                    </td>
+                  </tr>
+                  </tbody>
+                </table>
+              </td>
+            </tr>
+            </tbody>
+          </table>
+        </td>
+      </tr>
+      </tbody>
+    </table>
+    <div class="footer">
+      If you have any questions, contact us at <a href="mailto:support@worklenz.com" style="color:#4992f0;text-decoration:none;">support@worklenz.com</a>.<br>
+      &copy; 2025 Worklenz. All rights reserved.
+    </div>
+  </div>
 </body>
 
 </html>

worklenz-backend/worklenz-email-templates/welcome.html

@@ -2,31 +2,30 @@
 <html lang="en">
 
 <head>
-  <title></title>
+  <title>Welcome to Worklenz</title>
   <meta content="text/html; charset=utf-8" http-equiv="Content-Type">
   <meta content="width=device-width,initial-scale=1" name="viewport">
   <style>
     * {
-      box-sizing: border-box
+      box-sizing: border-box;
     }
 
     body {
       margin: 0;
-      padding: 0
+      padding: 0;
+      background: linear-gradient(135deg, #f5f8ff 0%, #eaf0fb 100%);
+      -webkit-text-size-adjust: none;
+      text-size-adjust: none;
+      font-family: 'Mada', Arial, sans-serif;
     }
 
-    a[x-apple-data-detectors] {
-      color: inherit !important;
-      text-decoration: inherit !important
-    }
-
-    #MessageViewBody a {
-      color: inherit;
-      text-decoration: none
-    }
-
-    p {
-      line-height: inherit
+    .main-container {
+      background: #fff;
+      border-radius: 18px;
+      box-shadow: 0 4px 24px rgba(73, 146, 240, 0.10);
+      margin: 40px auto 0 auto;
+      max-width: 500px;
+      padding: 0 0 20px 0;
     }
 
     .padding-30 {
@@ -42,33 +41,68 @@
       mso-hide: all;
       display: none;
       max-height: 0;
-      overflow: hidden
+      overflow: hidden;
+    }
+
+    .modern-btn {
+      text-decoration: none;
+      display: inline-block;
+      color: #fff;
+      background: linear-gradient(90deg, #4992f0d9 0%, #3b6fd6 100%);
+      border-radius: 6px;
+      font-weight: 600;
+      padding: 10px 32px;
+      font-size: 17px;
+      box-shadow: 0 2px 8px rgba(73, 146, 240, 0.15);
+      transition: background 0.2s, box-shadow 0.2s;
+      margin-top: 10px;
+      margin-bottom: 30px;
+    }
+
+    .modern-btn:hover {
+      background: linear-gradient(90deg, #3b6fd6 0%, #4992f0d9 100%);
+      box-shadow: 0 4px 16px rgba(73, 146, 240, 0.18);
+    }
+
+    .footer {
+      text-align: center;
+      color: #b0b8c9;
+      font-size: 13px;
+      margin-top: 30px;
+      padding-bottom: 18px;
     }
 
     @media (max-width: 525px) {
+      .main-container {
+        margin: 0;
+        border-radius: 0;
+        box-shadow: none;
+        max-width: 100% !important;
+      }
+
       .desktop_hide table.icons-inner {
-        display: inline-block !important
+        display: inline-block !important;
       }
 
       .icons-inner {
-        text-align: center
+        text-align: center;
       }
 
       .icons-inner td {
-        margin: 0 auto
+        margin: 0 auto;
       }
 
       .row-content {
-        width: 95% !important
+        width: 95% !important;
       }
 
       .mobile_hide {
-        display: none
+        display: none;
       }
 
       .stack .column {
         width: 100%;
-        display: block
+        display: block;
       }
 
       .mobile_hide {
@@ -76,179 +110,173 @@
         max-height: 0;
         max-width: 0;
         overflow: hidden;
-        font-size: 0
+        font-size: 0;
       }
 
       .desktop_hide,
       .desktop_hide table {
         display: table !important;
-        max-height: none !important
+        max-height: none !important;
       }
     }
   </style>
+  <link href="https://fonts.googleapis.com/css2?family=Mada:wght@500;700&display=swap" rel="stylesheet">
 </head>
 
-<body style="background-color:#fff;margin:0;padding:0;-webkit-text-size-adjust:none;text-size-adjust:none">
-<table border="0" cellpadding="0" cellspacing="0" class="nl-container" role="presentation"
-       style="mso-table-lspace:0;mso-table-rspace:0;background-image:none;background-position:top left;background-size:auto;background-repeat:no-repeat"
-       width="100%">
-  <tbody>
-  <tr>
-    <td>
-      <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-1" role="presentation"
-             style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-        <tbody>
-        <tr>
-          <td>
-
-            <table border="0" cellpadding="0" cellspacing="0" class="image_block block-1 padding-20" role="presentation"
-                   style="mso-table-lspace:0;mso-table-rspace:0;margin-left: auto;margin-right: auto;padding-top: 20px;
-                  padding-bottom: 20px;" width="220">
-              <tr>
-                <td class="pad" style="width:100%;padding-right:0;padding-left:0">
-                  <div align="left" class="alignment" style="line-height:10px">
-                    <a href="www.worklenz.com" style="outline:none;width: 170px;" tabindex="-1"
-                       target="_blank"><img
-                      src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-logo.png"
-                      style="display:block;height:auto;border:0;max-width:100%;margin-top: 10px;margin-bottom: 5px;"></a>
-                  </div>
-                </td>
-              </tr>
-            </table>
-            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
-                   role="presentation"
-                   style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px;"
-                   width="475">
-              <tbody>
-              <tr>
-                <td class="column column-1"
-                    style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
-                    width="100%">
-                  <table border="0" cellpadding="0" cellspacing="0" class="image_block block-3" role="presentation"
-                         style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-                    <tr>
-                      <td class="pad">
-                        <h1
-                          style="margin:0;color:rgb(66, 66, 66);font-size:26px;line-height:120%;text-align:center;direction:ltr;font-weight:700;letter-spacing:normal;margin-top:30px;margin-bottom:0;padding-top: 20px;padding-bottom: 20px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;">
-                          <span class="tinyMce-placeholder">Let's get started with Worklenz.</span>
-                        </h1>
-                      </td>
-                    </tr>
-                    <tr>
-                      <td class="pad" style="width:100%;padding-right:0;padding-left:0">
-                        <div align="center" class="alignment" style="line-height:10px"><img
-                          src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-signup.png"
-                          style="display:block;height:auto;border:0;width:180px;max-width:100%;margin-top: 30px;margin-bottom: 10px;"
-                          width="180">
-                        </div>
-                      </td>
-                    </tr>
-                  </table>
-                  <table border="0" cellpadding="5" cellspacing="0" class="paragraph_block block-4 padding-30"
-                         role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
-                         width="100%">
-                    <tr>
-                      <td class="pad">
-                        <div
-                          style="color:#505771;font-size:19px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;font-weight:500;line-height:120%;text-align:center;direction:ltr;letter-spacing:0;mso-line-height-alt:24px">
-                          <p style="margin-top: 0px;margin-bottom: 2px;">Hi [VAR_USER_NAME],</p>
-                        </div>
-                      </td>
-                    </tr>
-                  </table>
-                  <table border="0" cellpadding="8" cellspacing="0" class="paragraph_block block-5 padding-30"
-                         role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
-                         width="100%">
-                    <tr>
-                      <td class="pad">
-                        <div
-                          style="color:rgb(143,152,164);font-size:16px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;font-weight:400;line-height:135%;text-align:center;direction:ltr;letter-spacing:0;mso-line-height-alt:18px">
-                          <p style="margin:0;margin-bottom:10px">Thanks for joining Worklenz!</p>
-                          <p style="margin:0"> We're excited to have you on board. </p>
-                        </div>
-                      </td>
-                    </tr>
-                  </table>
-                  <table border="0" cellpadding="10" cellspacing="0" class="button_block block-6" role="presentation"
-                         style="mso-table-lspace:0;mso-table-rspace:0;margin-top: 10px;margin-bottom: 30px;"
-                         width="100%">
-                    <tr>
-                      <td class="pad">
-                        <div align="center" class="alignment">
-                          <a href="https://[VAR_HOSTNAME]/auth/login">
-                            <div
-                              style="text-decoration:none;display:inline-block;color:#fff;background:#4992f0d9;border-radius:3px;width:auto;font-weight:400;padding-top:6px;padding-bottom:7px;@import url('https://fonts.googleapis.com/css2?family=Mada:wght@500&display=swap');font-family: 'Mada', sans-serif;text-align:center;mso-border-alt:none;word-break:keep-all">
-                                      <span
-                                        style="padding-left:25px;padding-right:25px;font-size:16px;display:inline-block;letter-spacing:normal;"><span
-                                        dir="ltr" style="word-break: break-word; line-height: 28px;">Go to
-                                          Worklenz</span></span>
-                            </div>
-                          </a>
-                          <!--[if mso]></center></v:textbox></v:roundrect><![endif]-->
-                        </div>
-                      </td>
-                    </tr>
+<body>
+  <div class="main-container">
+    <table border="0" cellpadding="0" cellspacing="0" class="nl-container" role="presentation"
+           style="mso-table-lspace:0;mso-table-rspace:0;background:transparent;"
+           width="100%">
+      <tbody>
+      <tr>
+        <td>
+          <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-1" role="presentation"
+                 style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+            <tbody>
+            <tr>
+              <td>
+                <table border="0" cellpadding="0" cellspacing="0" class="image_block block-1 padding-20" role="presentation"
+                       style="mso-table-lspace:0;mso-table-rspace:0;margin-left: auto;margin-right: auto;padding-top: 20px;
+                      padding-bottom: 20px;" width="220">
+                  <tr>
+                    <td class="pad" style="width:100%;padding-right:0;padding-left:0">
+                      <div align="left" class="alignment" style="line-height:10px">
+                        <a href="www.worklenz.com" style="outline:none;width: 170px;" tabindex="-1"
+                           target="_blank"><img
+                          src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-logo.png"
+                          style="display:block;height:auto;border:0;max-width:100%;margin-top: 10px;margin-bottom: 5px;"></a>
+                      </div>
                     </td>
-                    </tr>
-                    </tbody>
-                  </table>
-            </table>
-          </td>
-        </tr>
-        </tbody>
-      </table>
-      <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-2" role="presentation"
-             style="mso-table-lspace:0;mso-table-rspace:0"
-             width="100%">
-        <tbody>
-        <tr>
-          <td>
-            <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
-                   role="presentation"
-                   style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px" width="505">
-              <tbody>
-              <tr>
-                <td class="column column-1"
-                    style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
-                    width="100%">
-                  <table border="0" cellpadding="0" cellspacing="0" class="icons_block block-1" role="presentation"
-                         style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
-                    <tr>
-                      <td class="pad"
-                          style="vertical-align:middle;color:#9d9d9d;font-family:inherit;font-size:15px;padding-bottom:5px;padding-top:5px;text-align:center">
-                        <table cellpadding="0" cellspacing="0" role="presentation"
-                               style="mso-table-lspace:0;mso-table-rspace:0"
-                               width="100%">
-                          <tr>
-                            <td class="alignment" style="vertical-align:middle;text-align:center">
-                              <!--[if vml]>
-                              <table align="left" cellpadding="0" cellspacing="0" role="presentation"
-                                     style="display:inline-block;padding-left:0px;padding-right:0px;mso-table-lspace: 0pt;mso-table-rspace: 0pt;">
-                              <![endif]-->
-                              <!--[if !vml]><!-->
-                              <table cellpadding="0"
-                                     cellspacing="0"
-                                     class="icons-inner" role="presentation"
-                                     style="mso-table-lspace:0;mso-table-rspace:0;display:inline-block;margin-right:-4px;padding-left:0;padding-right:0">
-                              </table>
-                            </td>
-                          </tr>
-                        </table>
-                      </td>
-                    </tr>
-                  </table>
-                </td>
-              </tr>
-              </tbody>
-            </table>
-          </td>
-        </tr>
-        </tbody>
-      </table>
-    </td>
-  </tr>
-  </tbody>
-</table><!-- End -->
+                  </tr>
+                </table>
+                <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
+                       role="presentation"
+                       style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px;"
+                       width="475">
+                  <tbody>
+                  <tr>
+                    <td class="column column-1"
+                        style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
+                        width="100%">
+                      <table border="0" cellpadding="0" cellspacing="0" class="image_block block-3" role="presentation"
+                             style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+                        <tr>
+                          <td class="pad">
+                            <h1
+                              style="margin:0;color:rgb(66, 66, 66);font-size:28px;line-height:120%;text-align:center;direction:ltr;font-weight:700;letter-spacing:0.5px;margin-top:30px;margin-bottom:0;padding-top: 20px;padding-bottom: 20px;font-family: 'Mada', Arial, sans-serif;">
+                              <span class="tinyMce-placeholder">Let's get started with Worklenz.</span>
+                            </h1>
+                          </td>
+                        </tr>
+                        <tr>
+                          <td class="pad" style="width:100%;padding-right:0;padding-left:0">
+                            <div align="center" class="alignment" style="line-height:10px"><img
+                              src="https://worklenz.s3.amazonaws.com/email-templates-assets/email-signup.png"
+                              style="display:block;height:auto;border:0;width:180px;max-width:100%;margin-top: 30px;margin-bottom: 10px;"
+                              width="180">
+                            </div>
+                          </td>
+                        </tr>
+                      </table>
+                      <table border="0" cellpadding="5" cellspacing="0" class="paragraph_block block-4 padding-30"
+                             role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
+                             width="100%">
+                        <tr>
+                          <td class="pad">
+                            <div
+                              style="color:#505771;font-size:20px;font-family: 'Mada', Arial, sans-serif;font-weight:500;line-height:130%;text-align:center;direction:ltr;letter-spacing:0.1px;mso-line-height-alt:24px">
+                              <p style="margin-top: 0px;margin-bottom: 2px;">Hi [VAR_USER_NAME],</p>
+                            </div>
+                          </td>
+                        </tr>
+                      </table>
+                      <table border="0" cellpadding="8" cellspacing="0" class="paragraph_block block-5 padding-30"
+                             role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word"
+                             width="100%">
+                        <tr>
+                          <td class="pad">
+                            <div
+                              style="color:rgb(143,152,164);font-size:16px;font-family: 'Mada', Arial, sans-serif;font-weight:400;line-height:145%;text-align:center;direction:ltr;letter-spacing:0.1px;mso-line-height-alt:18px">
+                              <p style="margin:0;margin-bottom:10px">Thanks for joining Worklenz!</p>
+                              <p style="margin:0"> We're excited to have you on board. </p>
+                            </div>
+                          </td>
+                        </tr>
+                      </table>
+                      <table border="0" cellpadding="10" cellspacing="0" class="button_block block-6" role="presentation"
+                             style="mso-table-lspace:0;mso-table-rspace:0;margin-top: 10px;margin-bottom: 30px;"
+                             width="100%">
+                        <tr>
+                          <td class="pad">
+                            <div align="center" class="alignment">
+                              <a href="https://[VAR_HOSTNAME]/auth/login" class="modern-btn">
+                                Go to Worklenz
+                              </a>
+                            </div>
+                          </td>
+                        </tr>
+                      </table>
+                    </td>
+                  </tr>
+                  </tbody>
+                </table>
+              </td>
+            </tr>
+            </tbody>
+          </table>
+          <table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-2" role="presentation"
+                 style="mso-table-lspace:0;mso-table-rspace:0"
+                 width="100%">
+            <tbody>
+            <tr>
+              <td>
+                <table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack"
+                       role="presentation"
+                       style="mso-table-lspace:0;mso-table-rspace:0;color:#000;width:475px" width="505">
+                  <tbody>
+                  <tr>
+                    <td class="column column-1"
+                        style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;vertical-align:top;padding-top:5px;padding-bottom:5px;border-top:0;border-right:0;border-bottom:0;border-left:0"
+                        width="100%">
+                      <table border="0" cellpadding="0" cellspacing="0" class="icons_block block-1" role="presentation"
+                             style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
+                        <tr>
+                          <td class="pad"
+                              style="vertical-align:middle;color:#9d9d9d;font-family:inherit;font-size:15px;padding-bottom:5px;padding-top:5px;text-align:center">
+                            <table cellpadding="0" cellspacing="0" role="presentation"
+                                   style="mso-table-lspace:0;mso-table-rspace:0"
+                                   width="100%">
+                              <tr>
+                                <td class="alignment" style="vertical-align:middle;text-align:center">
+                                  <table cellpadding="0"
+                                         cellspacing="0"
+                                         class="icons-inner" role="presentation"
+                                         style="mso-table-lspace:0;mso-table-rspace:0;display:inline-block;margin-right:-4px;padding-left:0;padding-right:0">
+                                  </table>
+                                </td>
+                              </tr>
+                            </table>
+                          </td>
+                        </tr>
+                      </table>
+                    </td>
+                  </tr>
+                  </tbody>
+                </table>
+              </td>
+            </tr>
+            </tbody>
+          </table>
+        </td>
+      </tr>
+      </tbody>
+    </table>
+    <div class="footer">
+      If you have any questions, contact us at <a href="mailto:support@worklenz.com" style="color:#4992f0;text-decoration:none;">support@worklenz.com</a>.<br>
+      &copy; 2025 Worklenz. All rights reserved.
+    </div>
+  </div>
 </body>
 
 </html>

worklenz-frontend/index.html

@@ -1,24 +1,66 @@
 <!doctype html>
 <html lang="en">
-  <head>
-    <meta charset="utf-8" />
-    <link rel="icon" href="./favicon.ico" />
-    <meta name="viewport" content="width=device-width, initial-scale=1" />
-    <meta name="theme-color" content="#2b2b2b" />
-    <link rel="preconnect" href="https://fonts.googleapis.com" />
-    <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"
-    />
-    <title>Worklenz</title>
-    <!-- Environment configuration -->
-    <script src="/env-config.js"></script>
-  </head>
 
-  <body>
-    <noscript>You need to enable JavaScript to run this app.</noscript>
-    <div id="root"></div>
-    <script type="module" src="./src/index.tsx"></script>
-  </body>
-</html>
+<head>
+  <meta charset="utf-8" />
+  <link rel="icon" href="./favicon.ico" />
+  <meta name="viewport" content="width=device-width, initial-scale=1" />
+  <meta name="theme-color" content="#2b2b2b" />
+  <link rel="preconnect" href="https://fonts.googleapis.com" />
+  <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 -->
+  <script src="/env-config.js"></script>
+  <!-- Unregister service worker -->
+  <script src="/unregister-sw.js"></script>
+  <!-- Microsoft Clarity -->
+  <script type="text/javascript">
+    if (window.location.hostname === 'app.worklenz.com') {
+      (function (c, l, a, r, i, t, y) {
+        c[a] = c[a] || function () { (c[a].q = c[a].q || []).push(arguments) };
+        t = l.createElement(r); t.async = 1; t.src = "https://www.clarity.ms/tag/dx77073klh";
+        y = l.getElementsByTagName(r)[0]; y.parentNode.insertBefore(t, y);
+      })(window, document, "clarity", "script", "dx77073klh");
+    }
+  </script>
+  <!-- Google Analytics (only on production) -->
+  <script type="text/javascript">
+    if (window.location.hostname === 'app.worklenz.com') {
+      var gaScript = document.createElement('script');
+      gaScript.async = true;
+      gaScript.src = 'https://www.googletagmanager.com/gtag/js?id=G-7KSRKQ1397';
+      document.head.appendChild(gaScript);
+      
+      gaScript.onload = function() {
+        window.dataLayer = window.dataLayer || [];
+        function gtag(){dataLayer.push(arguments);}
+        gtag('js', new Date());
+        gtag('config', 'G-7KSRKQ1397');
+      };
+    }
+  </script>
+</head>
+
+<body>
+  <noscript>You need to enable JavaScript to run this app.</noscript>
+  <div id="root"></div>
+  <script type="module" src="./src/index.tsx"></script>
+  <script type="text/javascript">
+    if (window.location.hostname === 'app.worklenz.com') {
+      var hs = document.createElement('script');
+      hs.type = 'text/javascript';
+      hs.id = 'hs-script-loader';
+      hs.async = true;
+      hs.defer = true;
+      hs.src = '//js.hs-scripts.com/22348300.js';
+      document.body.appendChild(hs);
+    }
+  </script>
+</body>
+
+</html>

worklenz-frontend/jest.config.js

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

worklenz-frontend/package.json

@@ -2,6 +2,7 @@
   "name": "worklenz",
   "version": "1.0.0",
   "private": true,
+  "type": "module",
   "scripts": {
     "start": "vite",
     "prebuild": "node scripts/copy-tinymce.js",
@@ -16,8 +17,8 @@
     "@ant-design/icons": "^5.4.0",
     "@ant-design/pro-components": "^2.7.19",
     "@dnd-kit/core": "^6.3.1",
-    "@dnd-kit/modifiers": "^9.0.0",
-    "@dnd-kit/sortable": "^10.0.0",
+    "@dnd-kit/modifiers": "^6.0.1",
+    "@dnd-kit/sortable": "^7.0.2",
     "@dnd-kit/utilities": "^3.2.2",
     "@emotion/react": "^11.14.0",
     "@paddle/paddle-js": "^1.3.3",
@@ -25,12 +26,12 @@
     "@tanstack/react-table": "^8.20.6",
     "@tanstack/react-virtual": "^3.11.2",
     "@tinymce/tinymce-react": "^5.1.1",
-    "antd": "^5.24.1",
-    "axios": "^1.7.9",
+    "antd": "^5.24.9",
+    "axios": "^1.9.0",
     "chart.js": "^4.4.7",
     "chartjs-plugin-datalabels": "^2.2.0",
     "date-fns": "^4.1.0",
-    "dompurify": "^3.2.4",
+    "dompurify": "^3.2.5",
     "gantt-task-react": "^0.3.9",
     "html2canvas": "^1.4.1",
     "i18next": "^23.16.8",
@@ -52,7 +53,8 @@
     "react-window": "^1.8.11",
     "socket.io-client": "^4.8.1",
     "tinymce": "^7.7.2",
-    "web-vitals": "^4.2.4"
+    "web-vitals": "^4.2.4",
+    "wx-react-gantt": "^1.3.1"
   },
   "devDependencies": {
     "@testing-library/jest-dom": "^6.6.3",
@@ -73,10 +75,16 @@
     "tailwindcss": "^3.4.17",
     "terser": "^5.39.0",
     "typescript": "^5.7.3",
-    "vite": "^6.2.5",
+    "vite": "^6.3.5",
     "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/path/to/members-reports-drawer.tsx

@@ -1,49 +0,0 @@
-import MembersReportsTimeLogsTab from './members-reports-time-logs-tab';
-
-type MembersReportsDrawerProps = {
-  memberId: string | null;
-  exportTimeLogs: () => void;
-};
-
-const MembersReportsDrawer = ({ memberId, exportTimeLogs }: MembersReportsDrawerProps) => {
-  return (
-    <Drawer
-      open={isDrawerOpen}
-      onClose={handleClose}
-      width={900}
-      destroyOnClose
-      title={
-        selectedMember && (
-          <Flex align="center" justify="space-between">
-            <Flex gap={8} align="center" style={{ fontWeight: 500 }}>
-              <Typography.Text>{selectedMember.name}</Typography.Text>
-            </Flex>
-
-            <Space>
-              <TimeWiseFilter />
-              <Dropdown
-                menu={{
-                  items: [
-                    { key: '1', label: t('timeLogsButton'), onClick: exportTimeLogs },
-                    { key: '2', label: t('activityLogsButton') },
-                    { key: '3', label: t('tasksButton') },
-                  ],
-                }}
-              >
-                <Button type="primary" icon={<DownOutlined />} iconPosition="end">
-                  {t('exportButton')}
-                </Button>
-              </Dropdown>
-            </Space>
-          </Flex>
-        )
-      }
-    >
-      {selectedMember && <MembersReportsDrawerTabs memberId={selectedMember.id} />}
-      {selectedMember && <MembersOverviewTasksStatsDrawer memberId={selectedMember.id} />}
-      {selectedMember && <MembersOverviewProjectsStatsDrawer memberId={selectedMember.id} />}
-    </Drawer>
-  );
-};
-
-export default MembersReportsDrawer; 

worklenz-frontend/path/to/members-reports-time-logs-tab.tsx

@@ -1,41 +0,0 @@
-import React, { useState } from 'react';
-import { Flex, Skeleton } from 'antd';
-import { useTranslation } from 'react-i18next';
-import { useTimeLogs } from '../contexts/TimeLogsContext';
-import { BillableFilter } from './BillableFilter';
-import { TimeLogCard } from './TimeLogCard';
-import { EmptyListPlaceholder } from './EmptyListPlaceholder';
-import { TaskDrawer } from './TaskDrawer';
-import MembersReportsDrawer from './members-reports-drawer';
-
-const MembersReportsTimeLogsTab: React.FC = () => {
-  const { t } = useTranslation();
-  const { timeLogsData, billable, setBillable, exportTimeLogs, exporting } = useTimeLogs();
-
-  return (
-    <Flex vertical gap={24}>
-      <BillableFilter billable={billable} onBillableChange={setBillable} />
-      
-      <button onClick={exportTimeLogs} disabled={exporting}>
-        {exporting ? t('exporting') : t('exportTimeLogs')}
-      </button>
-
-      <Skeleton active loading={exporting} paragraph={{ rows: 10 }}>
-        {timeLogsData.length > 0 ? (
-          <Flex vertical gap={24}>
-            {timeLogsData.map((logs, index) => (
-              <TimeLogCard key={index} data={logs} />
-            ))}
-          </Flex>
-        ) : (
-          <EmptyListPlaceholder text={t('timeLogsEmptyPlaceholder')} />
-        )}
-      </Skeleton>
-
-      {createPortal(<TaskDrawer />, document.body)}
-      <MembersReportsDrawer memberId={/* pass the memberId here */} exportTimeLogs={exportTimeLogs} />
-    </Flex>
-  );
-};
-
-export default MembersReportsTimeLogsTab; 

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/current-bill.json

@@ -109,5 +109,13 @@
   "expiredDaysAgo": "{{days}} days ago",
   
   "continueWith": "Continue with {{plan}}",
-  "changeToPlan": "Change to {{plan}}"
+  "changeToPlan": "Change to {{plan}}",
+  "creditPlan": "Credit Plan",
+  "customPlan": "Custom Plan",
+  "planValidTill": "Your plan is valid till {{date}}",
+  "purchaseSeatsText": "To continue, you'll need to purchase additional seats.",
+  "currentSeatsText": "You currently have {{seats}} seats available.",
+  "selectSeatsText": "Please select the number of additional seats to purchase.",
+  "purchase": "Purchase",
+  "contactSales": "Contact sales"
 }

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/admin-center/teams.json

@@ -29,5 +29,7 @@
   "role": "Role",
   "owner": "Owner",
   "admin": "Admin",
-  "member": "Member"
+  "member": "Member",
+  "cannotChangeOwnerRole": "Owner role cannot be changed",
+  "pendingInvitation": "Pending invitation"
 }

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

@@ -38,5 +38,14 @@
   "createClient": "Create client",
   "searchInputPlaceholder": "Search by name or email",
   "hoursPerDayValidationMessage": "Hours per day must be a number between 1 and 24",
-  "noPermission": "No permission"
+  "workingDaysValidationMessage": "Working days must be a positive number",
+  "manDaysValidationMessage": "Man days must be a positive number",
+  "noPermission": "No permission",
+  "progressSettings": "Progress Settings",
+  "manualProgress": "Manual Progress",
+  "manualProgressTooltip": "Allow manual progress updates for tasks without subtasks",
+  "weightedProgress": "Weighted Progress",
+  "weightedProgressTooltip": "Calculate progress based on subtask weights",
+  "timeProgress": "Time-based Progress",
+  "timeProgressTooltip": "Calculate progress based on estimated time"
 }

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/appearance.json

@@ -0,0 +1,5 @@
+{
+  "title": "Appearance",
+  "darkMode": "Dark Mode",
+  "darkModeDescription": "Switch between light and dark mode to customize your viewing experience."
+} 

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/settings/sidebar.json

@@ -10,5 +10,6 @@
   "team-members": "Team Members",
   "teams": "Teams",
   "change-password": "Change Password",
-  "language-and-region": "Language and Region"
+  "language-and-region": "Language and Region",
+  "appearance": "Appearance"
 }

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

@@ -15,7 +15,8 @@
     "hide-start-date": "Hide Start Date",
     "show-start-date": "Show Start Date",
     "hours": "Hours",
-    "minutes": "Minutes"
+    "minutes": "Minutes",
+    "recurring": "Recurring"
   },
   "description": {
     "title": "Description",

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

@@ -0,0 +1,34 @@
+{
+  "recurring": "Recurring",
+  "recurringTaskConfiguration": "Recurring task configuration",
+  "repeats": "Repeats",
+  "daily": "Daily",
+  "weekly": "Weekly",
+  "everyXDays": "Every X Days",
+  "everyXWeeks": "Every X Weeks",
+  "everyXMonths": "Every X Months",
+  "monthly": "Monthly",
+  "selectDaysOfWeek": "Select Days of the Week",
+  "mon": "Mon",
+  "tue": "Tue",
+  "wed": "Wed",
+  "thu": "Thu",
+  "fri": "Fri",
+  "sat": "Sat",
+  "sun": "Sun",
+  "monthlyRepeatType": "Monthly repeat type",
+  "onSpecificDate": "On a specific date",
+  "onSpecificDay": "On a specific day",
+  "dateOfMonth": "Date of the month",
+  "weekOfMonth": "Week of the month",
+  "dayOfWeek": "Day of the week",
+  "first": "First",
+  "second": "Second",
+  "third": "Third",
+  "fourth": "Fourth",
+  "last": "Last",
+  "intervalDays": "Interval (days)",
+  "intervalWeeks": "Interval (weeks)",
+  "intervalMonths": "Interval (months)",
+  "saveChanges": "Save Changes"
+}

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

@@ -22,7 +22,17 @@
       "hide-start-date": "Hide Start Date",
       "show-start-date": "Show Start Date",
       "hours": "Hours",
-      "minutes": "Minutes"
+      "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",
+      "progressValueRange": "Progress must be between 0 and 100",
+      "taskWeight": "Task Weight",
+      "taskWeightTooltip": "Set the weight of this subtask (percentage)",
+      "taskWeightRequired": "Please enter a task weight",
+      "taskWeightRange": "Weight must be between 0 and 100",
+      "recurring": "Recurring"
     },
     "labels": {
       "labelInputPlaceholder": "Search or create",
@@ -70,9 +80,29 @@
     "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"
+  },
+  "taskProgress": {
+    "markAsDoneTitle": "Mark Task as Done?",
+    "confirmMarkAsDone": "Yes, mark as done",
+    "cancelMarkAsDone": "No, keep current status",
+    "markAsDoneDescription": "You've set the progress to 100%. Would you like to update the task status to \"Done\"?"
   }
 }

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

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

worklenz-frontend/public/locales/es/admin-center/current-bill.json

@@ -101,5 +101,13 @@
   
   "expirestoday": "hoy",
   "expirestomorrow": "mañana",
-  "expiredDaysAgo": "hace {{days}} días"
+  "expiredDaysAgo": "hace {{days}} días",
+  "creditPlan": "Plan de Crédito",
+  "customPlan": "Plan Personalizado",
+  "planValidTill": "Su plan es válido hasta {{date}}",
+  "purchaseSeatsText": "Para continuar, deberá comprar asientos adicionales.",
+  "currentSeatsText": "Actualmente tiene {{seats}} asientos disponibles.",
+  "selectSeatsText": "Seleccione el número de asientos adicionales a comprar.",
+  "purchase": "Comprar",
+  "contactSales": "Contactar ventas"
 }

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/admin-center/teams.json

@@ -29,5 +29,7 @@
   "role": "Rol",
   "owner": "Propietario",
   "admin": "Administrador",
-  "member": "Miembro"
+  "member": "Miembro",
+  "cannotChangeOwnerRole": "El rol de Propietario no puede ser cambiado",
+  "pendingInvitation": "Invitación pendiente"
 }