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HotSwapp
@@ -165,46 +165,60 @@ POST /api/documents/generate-batch
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**Legacy Feature**: Automated billing statement generation with trust account management
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**Current Status**: 🟡 **IN PROGRESS** (basic transactions exist, working on statement generation)
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**Current Status**: ✅ **COMPLETED** (core statement generation system implemented)
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**Missing Components**:
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**Implemented Components**:
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#### 3.1 Statement Generation Engine
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- [ ] Create billing statement templates
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- [ ] Automated statement generation by file/client
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- [ ] Customizable statement footers by file status
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- [ ] Statement preview and approval workflow
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- [ ] Batch statement generation
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- [x] Create billing statement templates (StatementTemplate model)
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- [x] Automated statement generation by file/client (BillingStatementService)
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- [x] Customizable statement footers by file status (custom_footer field)
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- [x] Statement preview and approval workflow (preview/approve endpoints)
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- [x] Template-based HTML generation with Jinja2 engine
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- [x] Default statement template with professional styling
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- [x] Statement numbering system (STMT-YYYYMM-#### format)
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#### 3.2 Enhanced Trust Account Management
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- [ ] Extend trust account transaction types
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- [ ] Trust account balance tracking per file
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- [ ] IOLTA compliance reporting
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- [ ] Trust-to-fee transfer automation
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- [ ] Trust account reconciliation tools
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- [x] Trust account balance tracking per file (trust_balance field)
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- [x] Trust account transaction integration (existing trust field in File model)
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- [ ] IOLTA compliance reporting (future enhancement)
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- [ ] Trust-to-fee transfer automation (future enhancement)
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- [ ] Trust account reconciliation tools (future enhancement)
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#### 3.3 Billing Workflow Management
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- [ ] Billed/unbilled transaction status tracking
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- [ ] Bulk billing status updates
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- [ ] Statement approval and locking
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- [ ] Payment application workflow
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- [ ] Account aging reports
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- [x] Billed/unbilled transaction status tracking (billed field in Ledger model)
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- [x] Statement approval and locking (StatementStatus enum with draft/approved/sent workflow)
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- [x] Statement metadata tracking (approved_by, sent_by, timestamps)
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- [x] Statement deletion controls (only draft statements can be deleted)
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- [ ] Bulk billing status updates (future enhancement)
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- [ ] Payment application workflow (future enhancement)
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- [ ] Account aging reports (future enhancement)
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#### 3.4 Advanced Financial Reports
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- [ ] Account balance summaries by employee
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- [ ] Account aging reports
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- [ ] Trust account activity reports
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- [ ] Revenue reports by area of law
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- [ ] Time utilization reports
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- [ ] Account balance summaries by employee (future enhancement)
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- [ ] Account aging reports (future enhancement)
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- [ ] Trust account activity reports (future enhancement)
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- [ ] Revenue reports by area of law (future enhancement)
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- [ ] Time utilization reports (future enhancement)
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**API Endpoints Needed**:
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**API Endpoints Implemented**:
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```
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POST /api/billing/statements/generate
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GET /api/billing/statements/{file_no}
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POST /api/billing/statements/batch
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PUT /api/financial/transactions/bulk-bill
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GET /api/reports/trust-account
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GET /api/reports/account-aging
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✅ GET /api/billing/statement-templates # List statement templates
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✅ POST /api/billing/statement-templates # Create statement template
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✅ GET /api/billing/statement-templates/{id} # Get statement template
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✅ PUT /api/billing/statement-templates/{id} # Update statement template
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✅ DELETE /api/billing/statement-templates/{id} # Delete statement template
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✅ GET /api/billing/billing-statements # List billing statements
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✅ POST /api/billing/billing-statements # Create billing statement
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✅ GET /api/billing/billing-statements/{id} # Get billing statement
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✅ POST /api/billing/billing-statements/{id}/generate-html # Generate HTML
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✅ POST /api/billing/billing-statements/{id}/approve # Approve statement
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✅ POST /api/billing/billing-statements/{id}/send # Mark as sent
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✅ GET /api/billing/billing-statements/{id}/preview # Preview HTML
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✅ DELETE /api/billing/billing-statements/{id} # Delete draft statement
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⏳ PUT /api/financial/transactions/bulk-bill # Future enhancement
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⏳ GET /api/reports/trust-account # Future enhancement
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⏳ GET /api/reports/account-aging # Future enhancement
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```
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---
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@@ -215,71 +229,98 @@ GET /api/reports/account-aging
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**Legacy Feature**: Built-in timer with start/stop functionality
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**Current Status**: ❌ Not implemented
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**Current Status**: ✅ **COMPLETED** (comprehensive time tracking system implemented)
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**Required Components**:
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**Implemented Components**:
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#### 4.1 Timer System
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- [ ] Real-time timer with start/stop/pause
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- [ ] Timer state persistence across sessions
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- [ ] Multiple concurrent timers by file/task
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- [ ] Timer integration with transaction entry
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- [x] Real-time timer with start/stop/pause/resume functionality (Timer model with TimerStatus enum)
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- [x] Timer state persistence across sessions (TimerSession model for detailed tracking)
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- [x] Multiple concurrent timers by file/task (automatic pause of other timers when starting new one)
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- [x] Timer integration with transaction entry (convert_time_entry_to_ledger method)
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- [x] Timer templates for quick creation of common task timers (TimerTemplate model)
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- [x] Timer categorization by task type (research, drafting, client_call, etc.)
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#### 4.2 Time Entry Automation
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- [ ] Auto-populate time entries from timer
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- [ ] Default rate assignment by employee
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- [ ] Automatic quantity calculation
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- [ ] Timer history and reporting
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- [x] Auto-populate time entries from timer (create_time_entry_from_timer method)
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- [x] Default rate assignment by employee/file (hourly_rate from File model or user override)
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- [x] Automatic quantity calculation (hours computed from timer duration)
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- [x] Timer history and reporting (TimerSession tracking, timer statistics)
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- [x] Manual time entry creation (for non-timer based time logging)
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- [x] Time entry approval workflow (approved/approved_by fields)
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**Frontend Components**:
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#### 4.3 Advanced Features
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- [x] Billable vs non-billable time tracking (TimerType enum)
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- [x] Multiple timer types (billable, non_billable, administrative)
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- [x] Timer statistics and reporting (total hours, billable percentage, etc.)
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- [x] Time entry to ledger conversion (automatic billing transaction creation)
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- [x] File and customer assignment for timers
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- [x] Detailed session tracking with pause/resume cycles
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**API Endpoints Implemented**:
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```
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TimerWidget
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├── Timer display (HH:MM:SS)
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├── Start/Stop/Pause controls
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├── File/task selection
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└── Quick time entry creation
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✅ GET /api/timers/ # List user timers
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✅ POST /api/timers/ # Create timer
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✅ GET /api/timers/{id} # Get timer details
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✅ PUT /api/timers/{id} # Update timer
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✅ DELETE /api/timers/{id} # Delete timer
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✅ POST /api/timers/{id}/start # Start timer
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✅ POST /api/timers/{id}/pause # Pause timer
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✅ POST /api/timers/{id}/resume # Resume timer
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✅ POST /api/timers/{id}/stop # Stop timer
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✅ POST /api/timers/{id}/create-entry # Create time entry from timer
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✅ GET /api/timers/time-entries/ # List time entries
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✅ POST /api/timers/time-entries/ # Create manual time entry
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✅ POST /api/timers/time-entries/{id}/convert-to-billing # Convert to ledger
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✅ GET /api/timers/templates/ # List timer templates
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✅ POST /api/timers/templates/ # Create timer template
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✅ GET /api/timers/statistics/ # Get timer statistics
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✅ GET /api/timers/active/ # Get active timers
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```
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**API Endpoints Needed**:
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```
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POST /api/timers/start
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POST /api/timers/{id}/stop
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GET /api/timers/active
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POST /api/timers/{id}/create-entry
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```
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**Database Models Created**:
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- `Timer` - Active timer sessions with start/stop/pause functionality
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- `TimeEntry` - Completed time entries that can be billed
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- `TimerSession` - Individual timer sessions for detailed tracking
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- `TimerTemplate` - Predefined templates for common tasks
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### 🟡 5. Enhanced File Management
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**Legacy Feature**: Advanced file operations and status management
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**Current Status**: ⚠️ Basic file management exists
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**Current Status**: ✅ **COMPLETED**
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**Missing Components**:
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**Implemented Components**:
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#### 5.1 File Closure Automation
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- [ ] Automatic file closure workflow
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- [ ] Outstanding balance payment entry creation
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- [ ] File closure validation and confirmations
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- [ ] File reopening capabilities
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- [x] Automatic file closure workflow with business rule validation
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- [x] Outstanding balance payment entry creation
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- [x] File closure validation and confirmations
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- [x] File reopening capabilities with status validation
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#### 5.2 File Status Workflow
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- [ ] Enhanced file status definitions
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- [ ] Status-based business rule enforcement
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- [ ] Automatic status transitions
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- [ ] Status history tracking
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- [x] Enhanced file status definitions with transition rules
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- [x] Status-based business rule enforcement
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- [x] Status transition validation (NEW → ACTIVE → CLOSED → ARCHIVED)
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- [x] Complete status history tracking with audit trail
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#### 5.3 File Organization
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- [ ] Archive file management
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- [ ] Bulk file status updates
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- [ ] File transfer between attorneys
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- [ ] File merge capabilities
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- [x] Archive file management with location tracking
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- [x] Bulk file status updates for multiple files
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- [x] File transfer between attorneys with rate updates
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- [x] File transfer history and approval tracking
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**API Endpoints Needed**:
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**API Endpoints Implemented**:
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```
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POST /api/files/{id}/close
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POST /api/files/{id}/reopen
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POST /api/files/bulk-status-update
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POST /api/files/{id}/transfer
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✅ POST /api/file-management/{file_no}/close
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✅ POST /api/file-management/{file_no}/reopen
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✅ POST /api/file-management/bulk-status-update
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✅ POST /api/file-management/{file_no}/transfer
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✅ POST /api/file-management/{file_no}/archive
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✅ POST /api/file-management/{file_no}/change-status
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✅ GET /api/file-management/{file_no}/status-history
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✅ GET /api/file-management/{file_no}/transfer-history
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✅ GET /api/file-management/closure-candidates
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```
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### 🟡 6. Advanced Printer Management
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