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Record invoice sent date in timeline - #425

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clstaudt merged 1 commit into
tuttle-dev:mainfrom
sreedevi-i:feature/invoice-sent-date-timeline
Jul 19, 2026
Merged

Record invoice sent date in timeline#425
clstaudt merged 1 commit into
tuttle-dev:mainfrom
sreedevi-i:feature/invoice-sent-date-timeline

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@sreedevi-i

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Summary

Fixes #393
Adds a recorded sent_date for invoices, updates sent/un-sent behavior, shows the sent date in invoice details, and adds invoice sent events to the timeline.

Approach

This adds a nullable sent_date field to invoices so Tuttle can record when an invoice was sent, instead of only storing a boolean sent status.

When an invoice is marked sent or sent by email, sent_date is set to today. When it is unmarked as sent, sent_date is cleared.

The timeline now emits an Invoice ... sent event for regular invoices using sent_date, falling back to the invoice date for older sent invoices that do not have a recorded sent date.

Invoice details also show the sent date when present.

Since this change modifies the schema in tuttle/model.py (adding sent_date to Invoice), I generated and reviewed the resulting migration (revision 4447db01f757): it's a straightforward nullable add_column on invoice, no rename risk, and PRAGMA foreign_key_check passes.

Developed with AI assistance (Cursor). I've reviewed and can explain all changes.

Screenshots

Invoice details showing recorded sent date:
image

Timeline showing invoice sent event:
image

Checklist

  • I have read the Contributing guide.
  • I have installed and tested the application for my platform (just dev).
  • The test suite passes locally (just test).
  • Pre-commit hooks are installed and pass (just precommit).
  • I have added or updated tests where appropriate.
  • I have updated the documentation / docstrings where appropriate.
  • If my change touches the schema (tuttle/model.py), I generated and reviewed an Alembic migration (just migrate "<msg>").
  • If my change affects the graphical user interface, I have provided screenshots.
  • I understand and can explain all submitted changes; if AI assistance was significant, I have disclosed it in the summary above.

@clstaudt clstaudt left a comment

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Thanks @sreedevi-i - good work, clean PR, good to go.

@clstaudt
clstaudt added this pull request to the merge queue Jul 19, 2026
@sreedevi-i

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Thanks for the review!

Merged via the queue into tuttle-dev:main with commit 45b584e Jul 19, 2026
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Record Invoice Sent with Date and Timeline Event

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