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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| containers/backupchecks | ||
| deploy | ||
| docs | ||
| .gitignore | ||
| .last-branch | ||
| build-and-push.sh | ||
| LICENSE | ||
| README.md | ||
| TODO-audit-logging.md | ||
| TODO-reports-improvements.md | ||
| version.txt | ||