Add comprehensive TODO for reports improvements

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Complete planning document for reporting feature expansion including:

Phase 1 - Settings > Reporting:
- Email settings (from_email, from_name, reply_to)
- Branding (logo upload, company_name, brand_color)
- Footer customization (contact info, footer text)
- Default email template with HTML support
- Test email function with Graph API permission check

Phase 2 - Relative Periods:
- 15 relative period options (yesterday to previous year)
- Timezone-aware period calculation (follows ui_timezone)
- "To date" periods end at yesterday 23:59 (complete days only)
- Email body template per report (HTML with placeholders)
- Template validation and XSS protection

Phase 3 - Scheduling (Future):
- Weekly, Monthly, Quarterly, Yearly frequencies
- Per-report scheduling configuration
- Graph API email sending (no SMTP/SPF issues)
- Retry logic (max 3 attempts)
- Audit logging for deliveries

Includes:
- Complete implementation plan with code snippets
- Database model changes (25+ fields)
- UI mockups for Settings and report creation
- 60+ test cases covering all features
- Success criteria per phase
- All design decisions documented

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>

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Ivo Oskamp 2026-02-07 23:36:23 +01:00

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