MetaTask

Documentation and developer guides have moved to the docs/ folder. See docs/README.md for a structured table of contents and migration notes.

Quick start (developer):

# clone
git clone <repo-url>
cd MetaTasks

# run with docker-compose
docker-compose up -d

# create sample data (inside web container)
docker-compose exec web python manage.py migrate --noinput
docker-compose exec web python manage.py createsuperuser --noinput || true
docker-compose exec web python manage.py create_cflows_sample_data || true

# open app
echo "Visit http://localhost:8000"

Where the original long-form documentation is preserved:

docs/originals/ — full original markdown files moved from the repository root
docs/ — concise, organized documentation and guides

If you'd like I can scaffold a MkDocs site (mkdocs.yml) using the docs/ structure so the docs are browsable as a static site. Ask me to proceed and I'll add that next.

MetaTask Platform

Documentation has moved to the docs/ folder — see docs/README.md for structured docs and guides.

Version: 2.0
Last Updated: December 2024
Owner: @LiamOlsson

Overview

MetaTask is a comprehensive multi-tenant business process management platform that integrates workflow management, team collaboration, and resource scheduling. Built with Django and modern web technologies, it provides organizations with powerful tools to streamline their operations while maintaining complete data isolation and security.

🚀 Current Features

Core Platform

Multi-tenant Architecture: Complete organization isolation with personal and business workspace types
User Management: Extended user profiles with role-based access control
Licensing System: Tiered licensing with usage tracking and automatic enforcement
Modern UI/UX: TailwindCSS-based responsive design with Alpine.js interactivity

Authentication & Registration

Streamlined Registration Flow: Account type selection as first step (Personal vs Business)
Personal Accounts: Single-step registration with automatic workspace creation
Business Accounts: Multi-step process with organization setup and team invitations
GDPR Compliance: Privacy policy and terms acceptance tracking

Organization Management

Personal Organizations: Single-user workspaces with free tier access
Business Organizations: Multi-user collaboration with advanced features
Team Management: Flexible team structures with capacity planning
Access Control: Organization-scoped permissions and feature gating

📋 Services

CFlows - Workflow Management System

Status: ✅ Fully Implemented

Core Features:

Flexible Workflow Engine: Step-based process definitions with custom transitions
Work Item Tracking: Full lifecycle management with history and audit trails
Team Booking: Resource scheduling and capacity management
Calendar Integration: FullCalendar with team bookings and events
Real-time Notifications: WebSocket-powered instant updates
Project Management: Hierarchical project organization with member roles
Transition Customization: Visual customization (colors, icons) and behavioral controls
Field Customization: Show/hide/require standard fields, custom field integration
Admin Interface: Organization-scoped administration panel

Business Use Cases:

Service delivery workflows
Quality assurance processes
Dealership vehicle processing
Professional services management
Manufacturing workflow control

Job Planning Service

Status: ✅ Fully Implemented

Core Features:

Project Management: Create and manage projects with timelines, budgets, and progress tracking
Task Management: Hierarchical tasks with assignments, priorities, and time tracking
Milestone Tracking: Key project milestones with completion status
Team Collaboration: Comments and discussions on projects and tasks
Progress Monitoring: Visual progress indicators and completion statistics
Resource Allocation: Assign team members to tasks and projects

Business Use Cases:

Software development projects
Construction and engineering projects
Marketing campaigns
Event planning and coordination
Product development lifecycles

🏗️ Technical Architecture

Backend Stack

Framework: Django 5.x with Python 3.12+
Database: PostgreSQL (SQLite for development)
Caching: Redis for sessions and WebSocket channels
Real-time: Django Channels with WebSocket support
Task Queue: Celery for background processing

Frontend Stack

Templates: Django Templates with HTMX
CSS: TailwindCSS for responsive design
JavaScript: Alpine.js for interactivity
Calendar: FullCalendar integration
Icons: Font Awesome

Deployment

Containerization: Docker with Docker Compose
Reverse Proxy: Traefik with automatic HTTPS
Static Files: Optimized asset serving
Environment: Secure configuration management

💰 Licensing Tiers

Personal Free

1 user
3 workflows
100 work items
2 projects
1GB storage

Basic Team - $29/month

10 users
25 workflows
1,000 work items
50 projects
10GB storage

Professional - $79/month

50 users
100 workflows
10,000 work items
200 projects
100GB storage

Enterprise - $299/month

Unlimited users
Unlimited workflows
Unlimited work items
Unlimited projects
1TB storage

🚀 Quick Start

Development Setup

# Clone the repository
git clone <repository-url>
cd mediap

# Start with Docker Compose
docker-compose up -d

# Create sample data
docker-compose exec web python manage.py create_cflows_sample_data

# Access the application
open http://localhost:8000

Demo Access

URL: http://localhost:8000
Admin: admin / admin123
Sample Organization: Demo Car Dealership
Sample Workflows: Car sales process with multiple teams

📊 Key URLs

Public Pages

/ - Homepage with service overview
/about/ - About page
/services/ - Service listings
/contact/ - Contact information

Authentication

/accounts/register/ - Account type selection (start here)
/accounts/register/personal/ - Personal account registration
/accounts/register/business/ - Business account registration
/accounts/login/ - User login
/accounts/profile/ - User dashboard

Services

/services/cflows/ - CFlows dashboard and workflow management
/services/job-planning/ - Job Planning dashboard and project management

Administration

/admin/ - Django admin (platform level)
/admin/core/ - Organization and user management
/admin/licensing/ - License management and usage monitoring

🛡️ Security & Compliance

Data Protection

Multi-tenant Isolation: Complete data separation between organizations
CSRF Protection: Cross-site request forgery prevention
Rate Limiting: Protection against abuse
Secure Authentication: Password hashing and session management

GDPR Compliance

Privacy by Design: Built-in privacy protection
Data Portability: Export capabilities
Right to be Forgotten: Data deletion support
Consent Management: Privacy policy and terms tracking

📈 Monitoring & Analytics

Usage Tracking

License Monitoring: Real-time usage against limits
Organization Analytics: Workspace activity tracking
Performance Metrics: System health monitoring
Audit Trails: Complete activity logging

Development Tools

Comprehensive Testing: Test coverage across components
Developer Documentation: Setup and contribution guides
Management Commands: Automated workflow and data management

🔮 Roadmap

Immediate (Q1 2025)

Email Integration: SMTP configuration for notifications
Password Reset: Forgotten password functionality
Profile Management: User information editing
File Uploads: Profile pictures and document attachments

Short-term (Q2 2025)

Job Planning Service: Complete implementation
Mobile App: React Native companion app
API Development: RESTful API with authentication
Advanced Analytics: Usage dashboards and insights

Long-term (Q3-Q4 2025)

Third-party Integrations: CRM, calendar, and SSO
Advanced Automation: Workflow triggers and rules
Enterprise Features: Advanced security and compliance
Multi-language Support: Internationalization

🤝 Contributing

Development Environment

Docker Required: All services containerized
Python 3.12+: Modern Python features
Node.js: For frontend asset processing
Git Flow: Feature branches and pull requests

Code Standards

Django Best Practices: Follow Django conventions
PEP 8: Python code style
Type Hints: Use type annotations
Testing: Write tests for new features

📞 Support & Contact

Documentation: [Internal wiki or docs site]
Issues: GitHub Issues for bug reports
Discussions: GitHub Discussions for questions
Contact: [support email]

📄 License

[License type - e.g., MIT, proprietary, etc.]

MetaTask Platform - Streamlining workflows, empowering organizations.

Name		Name	Last commit message	Last commit date
.ebextensions		.ebextensions
.github/workflows		.github/workflows
.ipynb_checkpoints		.ipynb_checkpoints
accounts		accounts
admin		admin
analytics		analytics
api		api
core		core
customer_support		customer_support
docker		docker
docs		docs
homepage		homepage
licensing		licensing
mediap		mediap
services		services
templates		templates
.env.production.example		.env.production.example
.env.sample		.env.sample
.gitignore		.gitignore
.static_collected		.static_collected
Dockerfile		Dockerfile
Procfile		Procfile
README.md		README.md
backup_data_20250910_203141.json		backup_data_20250910_203141.json
celerybeat-schedule		celerybeat-schedule
cookies.txt		cookies.txt
create_superuser_script.py		create_superuser_script.py
dashboard.html		dashboard.html
debug_mentions.py		debug_mentions.py
debug_transfer.py		debug_transfer.py
docker-compose.yml		docker-compose.yml
entrypoint.sh		entrypoint.sh
gunicorn.conf.py		gunicorn.conf.py
manage.py		manage.py
metatask		metatask
permission_demo.html		permission_demo.html
prod_backup.sql		prod_backup.sql
requirements-prod.txt		requirements-prod.txt
requirements.txt		requirements.txt
reset_migrations.sh		reset_migrations.sh
temp_cookies.txt		temp_cookies.txt
test_complete_notifications.py		test_complete_notifications.py
test_fixes.py		test_fixes.py
test_mentions_data.py		test_mentions_data.py
test_mentions_ui.py		test_mentions_ui.py
test_notifications.py		test_notifications.py

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