InvoiceShelf Tasks and Projects

The official Tasks, Projects and Time Tracking module for InvoiceShelf 3.x. It adds two sidebar entries, Projects and Tasks, and builds invoicing the way Invoice Ninja does it: pick the work (a task, a selection of tasks, or a whole project) and land on a draft invoice, rather than picking a customer first and hunting for what to bill.

The module is AGPL-3.0-only.

Requirements

• InvoiceShelf >=3.0.0-alpha.2 <4.0.0
• Module API ^1.3.0
• PHP ^8.4.0

What it adds

• Projects. Name, optional customer, description, colour, status, default billable rate, budget and due date, reachable from its own sidebar entry. A project without a customer is internal and never reaches the billing screens.
• Tasks, with three views over one filter. The Tasks screen is the module's sidebar root: a view switcher moves between a sortable List, a Board with drag ordering across the company's task statuses, and a Week timesheet, and the project, member and status filters in the address bar survive every switch. A task also has its own page, with the time log underneath it.
• Time tracking, everywhere a task appears. Start or stop a task's timer from its row in the list, its card on the board, its own page, or the floating quick-start button that stays reachable from any screen (it search-picks a task by name and starts or stops on it without leaving the page you are on). Only one timer runs per user per company; starting a second one offers to stop the first. A header chip shows the elapsed time and opens the running task.
• The task time log. A task's own page lists every interval logged against it, hand-entered or from the timer: start, end, duration, description, billable, and who logged it. A row already on an invoice is marked and its time, billable flag and task cannot change; its description still can.
• Rate resolution. Task rate, then the assignee's project rate, then the project default, then the company default from module settings, written onto the time entry so a later rate change never rewrites history.
• Invoicing from the work, not from a wizard. "Invoice" on a task row, the bulk selection bar, a task's own page, or a project's header prepares a draft invoice, one line per task, and opens it on the host's own invoice edit screen, ready to review and send. A selection spanning two customers or two currencies is refused with a clear message instead of guessing. The Unbilled time page (linked from Reports and from the Projects header) answers the month-end question across every project and customer at once, and is where a single entry can still be left off an invoice on purpose.
• Settings, under Company Settings → Tasks and Projects: the default hourly rate, the rounding increment and whether a stopped entry rounds to the nearest increment, up, or down, the first day of the week, whether members see each other's time, whether creating a task starts its creator's timer, whether an invoiced task locks against further edits, whether an invoiced task drops off the board, and which parts of an invoice line an invoiced task writes (a project heading, the task's own description, and each entry's date, time range, hours and description). The module's own settings page under the module menu shows the current value of every one of these next to a link to the form that edits them.
• Abilities. view-project, create-project, edit-project and delete-project; view-task, create-task, edit-task, delete-task and manage-task-status; view-own-time, view-all-time and edit-all-time; and invoice-tasks, which also requires the host's own create-invoice and edit-invoice abilities, because invoicing a task ends on the host's invoice edit page.

See specs/tasks-projects.md in the private specs repository for the full scope and data model.

Install and configure

1. Sign in as a super administrator and open Administration → Modules.
2. Pair the application with the InvoiceShelf marketplace if it is not already paired, then install and enable Tasks and Projects.
3. Open Company Settings → Tasks and Projects to set the default hourly rate, the rounding increment and direction, the first day of the week, who may see other members' time, and the task and invoice-line behaviour described above.

Disable and uninstall

Disabling the module turns off its UI and routes but retains its data. Uninstalling it removes the package. If an administrator also selects Remove module data, the module deletes its per-company settings and reverses its migrations. This data removal is permanent.

Development

The package ships committed files in dist/ because InvoiceShelf installs immutable packages without running Composer or a JavaScript package manager. See CONTRIBUTING.md for the exact local checks, generated-asset workflow, and release process.

License

The Tasks and Projects module is licensed under AGPL-3.0-only.