fix: convert Decimals to float in invoice generation additional_metadata for JSON serialization

fix: convert Decimal to float in invoice pricing rules for JSON serialization

feat: add flexible invoice pricing system with tiered, flat rate, time-based, and custom pricing models

feat: add smart validation for activation requirements with 6 new field types and auto-generated validation rules

feat: add custom reports with aggregations and export parity

Register reports router, fix CSV BaseModel import, enforce report permissions, and add frontend API docs.

fix: use historical ticket counts in timesheets to track daily workload regardless of completion status

Trigger real-time timesheet updates on journey start and arrival actions

Update timesheets in real time when bulk approving expenses (including past dates)

fix: add missing and_ import to fix timesheet expense aggregation crash

Fix ticket expense runtime errors by correcting Decimal aggregation and removing invalid currency references.

Fixed timesheet aggregation issues: corrected self-assignment counting, updated expense approval logic, and documented dropped vs cancelled ticket semantics.

Fix notification role handling to support both enum and string role values

Fix ticket re-pickup by ignoring closed assignments when determining available actions

Enhance stats endpoints with time-based breakdowns for richer dashboard analytics

feat: reporting with advanced filtering, pagination, and performance optimizations.

Update timesheet service: allow past timesheet updates, keep future date safety check, add manual trigger API

feat: unified sync notification system, realtime timesheets and payroll, simplified project role compensation

refactor: remove reconciliation system and all related code, tasks, and docs

implement CSV bulk invitations using in-memory analysis and metadata field

Implement automatic clearing of irrelevant compensation fields when compensation_type changes, including validation updates and helper logic in project_service

Add missing status-history creation for all ticket status transitions including cancel, reopen, reassign, and all reactivation paths

Implement reopen and reassign ticket endpoints and service logic for manager actions

Add missing organization name fields to InvoiceViewResponse and add debug logs to trace deployment issues

fix: add missing AppRole import in projects API and enable eager loading in invoice viewing service

fix: correct ProjectRegion import path in projects API module

fix: correct ProjectRegion import path in invoice viewing service

feat: enrich invoice viewing response with region info, status history, and sales order details

feat: updated the pm ticket detail endpoint to give back proper actions

Fix timezone-aware datetime comparisons and correct CORS config requiring explicit allowed origins

feat; public invoice download

Implement full end-to-end invoice generation & public viewing system (migrations, models, schemas, services, routes)

Fix notification filtering by switching list-based fields from == to .in_() to prevent PostgreSQL text=text[] errors

Fix Tende Pay export notification: handle AMOUNT key and improve user guidance

Improve Tende Pay export UX: fallback to valid financial account phone and show actionable error messages

Fix Tende Pay export critical edge cases: only mark exported expenses as paid, skip invalid amounts/users, warn on mixed payment methods

Feature: Implement Tende Pay CSV export for ticket expenses with formatter, endpoints, and tests

Fix: Correct expense status logic and add real-time reconciliation for bulk approve/reject actions

Fix: Correct date filtering, action logic, and check-in/out calculations in reconciliation query for accurate daily timesheet aggregation

Fix: Serialize audit payloads to JSON before inserting into timesheet_updates for PostgreSQL compatibility

Fix: Use partial index name idx_timesheets_user_date_unique in ON CONFLICT to align with soft-delete unique constraint

Fix: Update ON CONFLICT to use (user_id, work_date) and align reconciliation logic with deployed migrations

Fix: Remove invalid enum values and rewrite reconciliation filters using valid AssignmentAction enums for reliable real-time updates

Fix: Replace ANY() array binding with explicit IN() params to resolve mixed parameter style errors in reconciliation SQL

Fix: Cast user_ids to UUID array in reconciliation SQL to resolve uuid=text ANY() errors

Fix: Standardize time tracking fields and add migration to rename clock_in/clock_out to check_in/check_out

Made /stats accessible to field agents by removing restrictive permission decorator and cleaned up debug logging.

Added deleted_at=None filtering across TimesheetService and converted deletes to soft-deletes to fix empty /me/timesheets results.

Corrected Timesheet enum storage by configuring SQLAlchemy Enum to persist .value strings and preventing unwanted enum coercion.

Forced enum serialization to lowercase DB values by explicitly converting TimesheetStatus to .value before model creation.