CHANGELOG.md

Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

Unreleased

0.5.0 - 2025-01-13

Added

• Max hour time limit to projects
  • Configurable on project edit page
• Logging and metrics support with OpenTelemetry
• Points reminder email
  • Sends Monday at 12PM EST
• Plan reminder email
  • Sends daily at 10AM EST
• Link to project on PSR list and PSR detail page
• Automatically add vacation planning points based on time entries
  • Generates Friday at 8AM EST for the following week
• Filtering staff by jurisdiction on staff list
• Staff name to points modal on points page
• Show current only filter to project list
• Send staff notification if a PM or admin modifies their points
• Send weekly staff hour summary email Monday at 12:15PM EST
• Database indexes to improve performance
• Updated holiday time entry to be re-entrant and called when a new holiday is added after they are generated
• Timesheet month view

Fixed

• User list not filtering
• File download bug (Quotes, Exports, etc.)
• Fixed PSR list autocomplete z-index bug
• Client name sorting on project list
• PSR header not updating after changing/ editing time
• PM Can't adjust charge code or activity/task on resubmitted time on PSR time table
• Hide edit icon on points page if user does not have permission
• Updated logic for calculating PSRs to generate for closed projects with time for the previous week

Changed

• Sort project managers by name in project crud dropdown
• Added staff management under admin dropdown
• Allow PMs to edit project rosters
• Charge code list refactor
• Holiday list refactor
• Staff list refactor
• Time list refactor
• PSR list refactor
• Allow admin to change client on project
• Gray PSR row on PSR list if current period
• Update status options with list from MJT
  • In The Office
  • At Customer
  • WFH
  • WFH AM
  • WFH PM
  • Vacation
  • Sick
  • Holiday
• Time admin updates
  • Add billable filter to list
  • Approved by in list can be removed
  • Change filters to autocomplete, update format of projects to use expanded charge code (QXXX: Client: Project)
  • Add the ability to create time entries
  • Add the ability to change date on edit page
  • Add the ability to delete a time entry for admins only
• Optimized dashboard response time by removing unused fields

0.4.16 - 2024-11-04

Fixed

• Staff create routing

0.4.15 - 2024-08-19

Added

• Ability to edit planning points from points UI
• Additional statuses
  • Working from home morning
  • Working from home afternoon

Fixed

• Email logo issue
• Client name on project detail

Changed

• Show toast notification after submitting PSR instead of second confirm
• Show all chage codes on PSR time entries
• Planning points display
  • Charge code prefix: Client Name: Project Name

0.4.14 - 2024-08-19

Fixed

• PSR auto submit not working

0.4.13 - 2024-08-12

Fixed

• Planning points usability updates

0.4.12 - 2024-08-11

Fixed

• Link to staff details on planning points UI

0.4.11 - 2024-08-11

Fixed

• Planning point sorting due to regression from auto-sorting holiday/vacation/sick time at the end

0.4.10 - 2024-08-11

Changed

• Renamed Timesheets back to Staff
• Renamed Timesheet on Staff list to View
• Added Time back to main nav
• Removed admin ability to manage other staff members time
• Allow PMs to modify points for other staff members

0.4.9 - 2024-08-09

Fixed

• Restrict project edit, roster management, and activity management to admin users
• Reload HQ if authentication callback fails

Change

• Header cleanup
  • Responsive for tablet screen size
  • Added dropdown menu

0.4.8 - 2024-08-08

Fixed

• Time export

0.4.7 - 2024-08-08

Changed

• Sick, Holiday and Vacation planning points are sorted at the end of points when saving to server
• Split PSR auto submit for 0 booking hour projects into a separate process to run for the previous week Monday at noon
• Mark quotes and projects associated with inactive charge code as "Completed"
• Ignore unsubmitted time for current week PSRs when calculating metrics

Fixed

• Adjusted tabindex on date input on timesheet to prevent Chrome from tabbing through date components when tabbing from hours input
• Only show charge code change prompt on PSR if charge code actually changes
• Setting and getting status date timezone handling
• Prevent autocomplete from going off screen

0.4.6 - 2024-08-08

Fixed

• Missing delete and clear icons in timesheet
• Timezone handling when getting todays date when getting/updating status
• PSR list no longer highlights current week PSRs red
• PSR submit button is disabled for current week PSRs

Changed

• Hide drodpown arrow on select list if readonly
• Autocomplete border color from white to black
• Order projects staff is a member of at the top of the charge code list, non-member projects are grey but still selectable
• Condensed planning point summary page to fit more info, truncate long project names, switched to single line

0.4.5 - 2024-08-08

Added

• Planning points summary page

0.4.4 - 2024-08-07

Changed

• Updated time export to split activity and task
  • If activities are added to projects after the fact, the previously entered tasks are still in the database but inaccessible in the UI, this allows it to be available for export

Fixed

• When unsubmitted a time entry from PSR, set status to back to Submitted
• Filter points to active charge codes only
• Conditionally make activity required on timesheet for projects that have them defined
• Prevent submitting time without activities when it is required

Added

• Activity management to projects
• Roster management to projects
• Timesheets section
  • A readonly view of any staff's timesheet, plan markdown and points is available from timesheets page
• Automatically create points based on defined holidays
  • 2 points are added working up from the bottom, if a point is already assigned it does not overwrite it

0.4.3 - 2024-08-05

Changed

• Exclude unsubmitted time from PSR time list
• Added label to date input component
• Added ability to specify which values are returned from enumToArray
• Project create/edit updates
  • Simplified and added missing fields to project create/edit forms

0.3.27 - 2024-08-05

Changed

• Bump MimeKit version

0.3.26 - 2024-08-05

Changed

• Allow 0 hours when changing PSR time

0.4.2 - 2024-08-02

Fixed

• Timesheet page height/scrolling

Changed

• Insert previous icon on plan and PSR reports
• Default markdown preview to collapsed on PSR detail
• Integrated autocomplete on PSR time list
• Set width on charge code column in point UI
• Filter charge codes on PSR time to only active

0.4.1 - 2024-08-02

Changed

• Updated default log level for Microsoft.AspnetCore source to Information
• Voltron chargecode import sets project type based on charge code prefix
• Creating a project now always creates a charge code
  • The charge code type is based on the project type (General, Ongoing, Quote, Service)
• "No matching records found" table element now uses darker background
• Hide Invoices and Services from client details and main navigation until fully implemented

Added

• ProjectType enumeration
• CSV helper classmap to time export
  • Reordered columns to more closely match legacy timesheet format
• QuoteNumber can now be entered on quote create/edit forms
  • If it exists already, it will error
  • If it does not exist, it will be set
  • If not defined, the quote number will be calculated as the next quote number based on the max quote number in the database
• Reusable table component
  • While waiting for response from API, the table will pulse to indicate it is loading
  • Reusable footer, styling, loading indicator and sort handling
• CoreModule that automatically imports/exports all the reusable components (inputs, tables, etc.)
• File upload input component
• PDF upload to quote create/edit
• PDF download to quote list
• formControlChange helper function for better reactive form handling
• enumToArray helper function to generate list of enum values for populating dropdowns

0.4.0 - 2024-08-02

Changed

• Quote feedback
  • New quote should default status to draft
  • New quote should default date to today
  • New quote form restricts value to number type
  • Made Quote columns sortable
  • Edit functionality
  • Allow entering quote number (auto generates if blank)
• Project feedback
  • Disable quote selection until a client is selected
  • Automatically set project name to quote name after selection
  • Set rate to clients default rate
  • Preserve selected PSR when switching tabs on project details
• Client list uses new UI components
• Client create/edit uses new UI components
• Use accepted hours when calculating progress on projects and PSR lists
  • If not accepted yet, uses entered hours
• Allow PM to enter 0 hours on PSR time list
• Updated PSR view to use a split view showing both report and time on the same screen
• PSRs are now generated for the current week
  • PSRs for the current week can not be submitted until the following week
• PSR list updates
  • Removed Hrs Total and Hrs Available
  • Renamed Hrs This to Hrs
  • Added period filter (Default to LastWeek)

Added

• Consitent validation on forms when creating/editing entities
• Toast notification when PSR report is updated
• HQ Table styling to rendered Markdown
• Staff name to rejected time entry email notification
• Link styling to Markdown styles
• Status filter to time list
• Rejection notes icon on resubmitted time entries
• Reject button to resubmitted times in PSR time list
• Reusable UI components
  • Button
  • Search input
  • Progress bar
  • Date input
  • Text/date/number input
  • Panel
  • Form label
  • Tabs
  • Select
  • Textarea
• Word wrapping on PSR PM report editor
• Automatically generate holiday time entries based on defined holidays
• "Show Current Only" filter to staff list, default to checked
• Horizontal panel UI component
• Plan markdown editor with preview to timesheet
• Reminder email to staff with any rejected time entries that need resubmitted
• Autocomplete UI component
• Planning points UI to timesheet

Fixed

• Missing ProjectManagerId on get PSR response
• Reminder emails filter to only active staff
• Bug when clearing data on PSR list
• Table column widths for consistent size when paginating

0.3.25 - 2024-07-09

Fixed

• Missing ProjectManagerId on get PSR response

0.3.24 - 2024-07-08

Fixed

• PSR time accept status handling

0.3.23 - 2024-07-07

Fixed

• Staff role PSR view table layout bug

Added

• Email notifications
  • Added Rejected email notification when PSR time entry is rejected
  • Added Resubmitted email notification when time entry is resubmitted
  • Added time entry reminder email notification that sends an email to any staff who have 0 entries in HQ Friday @ 8AM
  • Added time submission reminder email notification that sends an email to any staff who have 0 entries or any unsubmitted entries in HQ Monday @ 8AM

0.3.21 - 2024-07-05

Added

• ForwardedHeadersOptions section to configuration so forward headers from Nginx are handled properly
• AllowedOrigins section to configuration to configure CORS

0.3.20 - 2024-07-04

Fixed

• Sort staff dropdown by name on time list
• Voltron charge code import not setting project status
• Filter used vacation hours to current year

Added

• Hangfire with weekly time processing recurring jobs
• Duplicate time entry button
• Ability to change dates on time entries
• Holiday admin
• Email template and email services
• This Year to period dropdown on time list

Changed

• When importing voltron time as Accepted status, automatically set approved hours

0.3.19 - 2024-07-03

Fixed

• Hours input on timesheet missing min attribute allowing negative values
• Admin time edit authorization check
• Staff access to time list
• Green color on timesheet

Added

• "Insert Previous Report" to PSR report tab
  • If a previous PSR exists, clicking this button will insert the last PSR markdown at the current cursor position
• "Create User" checkbox when adding staff to automatically create user
• Accessibility improvements to dashboard (added hover text)
• Hour total statistics to time list

0.3.18 - 2024-07-02

Changed

• Refactored time entry component to use explicit blur events to trigger event emitter to prevent duplicate requests and conflicts with observable streams based on valueChanges
• Made toast styling a little more apparent
• After creating a new time entry, the new time row hours is automatically focused

Added

• To PSR date to hrs total summary underneath progress bar on PSR list page to indicate the total is for the PSR week, not now
• Microsoft.AspNetCore.DataProtection.EntityFrameworkCore for data protection key persistence to Entity Framework context
• min validator to hours on time entry
• Display rejection notes in modal when clicking the icon

Fixed

• Red validation borders on time entry are now displayed when form is touched
• Ignore HostAbortedException exception when host is stopping
• Bug when resetting time the date is cleared
• Extra whitespace in confirm modal when rejecting a time entry from PSR time list

0.3.17 - 2024-07-01

Fixed

• Vacation calculations

0.3.16 - 2024-07-01

Change

• Sort projects by name on timesheet entry

0.3.15 - 2024-06-30

Added

• Additional debug output to voltron time import

0.3.14 - 2024-06-30

Fixed

• Charge code create form validation
• Timesheet dashboard color consistency
• Angular linter warnings and errors
• Vacation hour calculations

Added

• Skipped counts to voltron timesheet import response
• Rejected time UI (red button if there is any rejected time for correction)
• Storage service implementation
  • Database
  • Filesystem
• RXJS linting rules
• RXJS angular linting rules
• Arguments to voltron import to support specifying status
• CapturedAt timestamp to time entries
• Endpoint to capture unsubmitted time based on time range
• Endpoint to bulk set time entry cutoff dates on staff
• Weekly time processing subcommand
  • Captures unsubmitted time for previous PSR week
  • Generates PSRs for previous PSR week
  • Update time entry cutoff date on all staff to start of current PSR week

Changed

• Restrict time creation, modification and delete based on cutoff date
• PSR list will now highlight a row red if the report is unsubmitted or if there are any time entries within the PSR period that are not Accepted or Rejected

0.3.13 - 2024-06-28

Fixed

• Handling charge code creation when creating a quote
• localstorage token renewal when multiple tabs are open

0.3.12 - 2024-06-27

Fixed

• Time entry feedback
  • Red outline on invalid inputs
  • Red chit on invalid time entries
  • Added pill charge code if no project is selected yet
  • Gray text on readonly time entry states
  • Filter to active charge codes only
  • Added reset button (X)
  • Black border on inputs
  • Disable submit button if no pending time
• Consistent error handling on forms
  • Use markAllAsTouched() when attempting to submit a form to trigger validation display on invalid fields
  • Consistent handling of 400 response from server
• Disabled unimplemented buttons
• Fixed broken links
• Fixed PSR list selected PSR state on project view
• Fixed PSR tabs on project view
• Fixed project status filter

0.3.11 - 2024-06-26

Changed

• Renamed My Dashboard to Home and moved to front of nav menu

0.3.10 - 2024-06-26

Fixed

• Dashboard date filter bug when clearing date
• Handled rejection/approval back and forth with PSR
• Extra time entry update requests

0.3.9 - 2024-06-26

Fixed

• Missing AutoLoginPartialRoutesGuard guard and page title on dashboard route

0.3.8 - 2024-06-26

Added

• Time entry dashboard

0.3.7 - 2024-06-25

Added

• Unit tests for AddPeriod extension method

Fixed

• Project search filtering and progress bar

0.3.6 - 2024-06-21

Fixed

• Client project status filtering
• Admin time UI
  • Filter
  • Export

0.3.5 - 2024-06-20

Fixed

• CLI null reference exception if notes are empty
• Newlines in CLI output messages
• Client feedback

Added

• StaffId to CLI state object for querying time

• Labels to all form inputs, search fields

• AcceptedBy staff to time entries to track who accepted the time entry

• Authorization checks to Angular project

  • Staff can view mostly everything and executive/admin users can create/edit everything

• No records found on client table lists

• Code formatting CI checks

  • Angular linter
  • .NET format

Fixed

• Warnings and lint errors

0.3.4 - 2024-06-17

Fixed

• CSV text wrapping in CLI output helper
• CLI API error handling consistency

Added

• DateOnlyExtensions extension methods for calculating time periods based on a given input date
  • Year
  • Quarter
  • Month
  • Week
• Activities/task handling on PSR time list
  • Projects with activities assigned show a dropdown of available activities
  • Projects without activities show a freeform text field
• Time entry API
  • Create/edit
  • List
  • Delete
• CLI time entry
  • Create/edit
  • List
  • Delete

0.3.3 - 2024-06-11

Added

• Toast service
  • Toast notifications to PSR time list after API calls

Fixed

• Client edit button alignment

Changed

• PSR week generation to Saturday to Friday

0.3.2 - 2024-06-11

Changed

• PSR updates
  • Added summary total hours, fields for sorting based on project status
  • Cleaned up columns on PSR list
  • Progress bar and % calculation is now dynamic based on project status
  • Swapped red color from progress bar and PSRs that need submitted
  • Highlight unsubmitted PSRs red
  • Only generate PSRs for projects that are Ongoing or InProduction

0.3.1 - 2024-06-10

Added

• Modal service with custom alert, confirm and prompt modals

Removed

• Filter to only show latest or late PSRs on PSR list

Changed

• Unified Quote and Project status enums
• PSR details feedback
  • Removed 'Deselect All' button
  • If not time is available to be 'Accepted' the 'Accept' & 'Accept All' buttons should be in a disabled state with a grayed out theme
  • Date is unwrapped
  • Rejected time entry can be edited by changing it back to pending
  • PM Report - if report has been submitted, 'Submit' button is in a disabled state until an edit is made

0.3.0 - 2024-06-09

Fixed

• Page titles on staff routes
• Client modal pagination size too large

Changed

• Preserve filters, page size and current page when navigating away from PSR list into PSR time and report view

Added

• "No matching records found" when no results are returned from API
• Saving indicator to PSR report when saving markdown to API
• WIP project management
• WIP charge code management

0.2.1 - 2024-06-05

Added

• DB_SSL_MODE parameter to API database configuration
• User import API endpoint
• Angular role auth guards

0.2.0 - 2024-06-03

Added

• Markdown preview to PM report editor

0.1.1 - 2024-06-02

Removed

• Snackbar prototype display when modifying charge code, activity/task and description on PSR time review page.

0.1.0 - 2024-06-02

Added

• Initial release.