Add prepaid-form parsing, tame console noise, and fix invoice UI

parse prepaid hour/reset fields on client edit/create; guard invalid values with new route tests
suppress benign ResizeObserver warnings globally and load handler on standalone pages
raise invoice actions dropdown as a floating menu so it isn’t clipped or scroll-locking
This commit is contained in:
Dries Peeters
2025-11-12 08:15:04 +01:00
parent 14ae197266
commit d3f6a792dd
24 changed files with 1148 additions and 55 deletions
+69 -3
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@@ -15,11 +15,14 @@ This document summarizes all critical bugs discovered and fixed during the deplo
| 1 | `sqlalchemy.exc.InvalidRequestError: Attribute name 'metadata' is reserved` | Reserved SQLAlchemy keyword used as column name | ✅ Fixed | 3 |
| 2 | `ImportError: cannot import name 'db' from 'app.models'` | Wrong import source for db instance | ✅ Fixed | 2 |
| 3 | `ModuleNotFoundError: No module named 'app.utils.db_helpers'` | Wrong module name in imports | ✅ Fixed | 2 |
| 4 | `NameError: name 'prepaid_hours_input' is not defined` when editing client | Missing form parsing for prepaid fields in edit route | ✅ Fixed | 3 |
| 5 | `ResizeObserver loop completed with undelivered notifications` spam in console | Benign browser warning surfaced as toast by enhanced error handler | ✅ Fixed | 1 |
| 6 | Invoice actions dropdown hidden behind table rows | Dropdown stacked under sibling elements due to z-index/overflow | ✅ Fixed | 1 |
**Total Bugs**: 3
**Total Bugs**: 6
**All Fixed**: ✅
**Files Modified**: 5
**Total Resolution Time**: ~10 minutes
**Files Modified**: 10
**Total Resolution Time**: ~20 minutes
---
@@ -113,6 +116,69 @@ from app.utils.db import safe_commit
---
## 🔧 Bug #4: Missing Form Parsing for Prepaid Fields
### Error
```
NameError: name 'prepaid_hours_input' is not defined
```
### Root Cause
The client edit route validated `prepaid_hours_input` and `prepaid_reset_day_input` but never read those form fields, causing a NameError when users tried to update prepaid hours.
### Fix
- Parse `prepaid_hours_monthly` and `prepaid_reset_day` from the form before validation
- Added regression tests to cover successful updates and negative-hour validation
- Documented the issue and fix in this summary
### Files Modified
1. `app/routes/clients.py` - Read prepaid form fields before validation
2. `tests/test_routes.py` - Added route regression tests for prepaid editing
3. `ALL_BUGFIXES_SUMMARY.md` - Documented the fix
---
## 🔧 Bug #5: Benign ResizeObserver Warnings Flooding Error Handler
### Error
```
ResizeObserver loop completed with undelivered notifications.
```
### Root Cause
Certain UI components trigger harmless `ResizeObserver` warnings in Chromium-based browsers. These were caught by the global error handler, surfaced to users as critical toasts, and logged as console errors.
### Fix
- Added noise filtering in `error-handling-enhanced.js` to ignore known benign ResizeObserver warnings while still logging other errors.
- Downgraded these messages to `console.debug` so developers can inspect them without user-facing noise.
- Updated bug summary documentation (this file).
### Files Modified
1. `app/static/error-handling-enhanced.js`
2. `ALL_BUGFIXES_SUMMARY.md`
---
## 🔧 Bug #6: Invoice Actions Dropdown Hidden Behind Content
### Error
Invoice row actions menu appeared underneath neighboring table content, hiding menu items from the user.
### Root Cause
The dropdown relied on a modest `z-index` within a stacking context created by the grid/table layout. Parent cells also defaulted to clipping overflow, so the menu rendered below adjacent elements.
- ### Fix
- Marked the actions cell as `relative overflow-visible` so the dropdown can extend beyond the table cell.
- Elevated the dropdown with a dedicated class and runtime positioning logic that renders it as a floating menu (fixed to the viewport) to avoid impacting table height.
- Added scroll/resize listeners to collapse the menu when the layout changes, preventing stray overlays.
- Documented the bug in this summary.
### Files Modified
1. `app/templates/invoices/list.html`
2. `ALL_BUGFIXES_SUMMARY.md`
---
## ✅ Verification
All fixes have been verified:
+2
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@@ -10,6 +10,7 @@ from .tax_rule import TaxRule
from .payments import Payment, CreditNote, InvoiceReminderSchedule
from .reporting import SavedReportView, ReportEmailSchedule
from .client import Client
from .client_prepaid_consumption import ClientPrepaidConsumption
from .task_activity import TaskActivity
from .expense_category import ExpenseCategory
from .mileage import Mileage
@@ -75,4 +76,5 @@ __all__ = [
"DataImport",
"DataExport",
"InvoicePDFTemplate",
"ClientPrepaidConsumption",
]
+86 -1
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@@ -1,6 +1,7 @@
from datetime import datetime
from decimal import Decimal
from app import db
from .client_prepaid_consumption import ClientPrepaidConsumption
class Client(db.Model):
"""Client model for managing client information and rates"""
@@ -16,13 +17,15 @@ class Client(db.Model):
address = db.Column(db.Text, nullable=True)
default_hourly_rate = db.Column(db.Numeric(9, 2), nullable=True)
status = db.Column(db.String(20), default='active', nullable=False) # 'active' or 'inactive'
prepaid_hours_monthly = db.Column(db.Numeric(7, 2), nullable=True)
prepaid_reset_day = db.Column(db.Integer, nullable=False, default=1)
created_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)
updated_at = db.Column(db.DateTime, default=datetime.utcnow, onupdate=datetime.utcnow, nullable=False)
# Relationships
projects = db.relationship('Project', backref='client_obj', lazy='dynamic', cascade='all, delete-orphan')
def __init__(self, name, description=None, contact_person=None, email=None, phone=None, address=None, default_hourly_rate=None, company=None):
def __init__(self, name, description=None, contact_person=None, email=None, phone=None, address=None, default_hourly_rate=None, company=None, prepaid_hours_monthly=None, prepaid_reset_day=1):
"""Create a Client.
Note: company parameter is accepted for test compatibility but not used,
@@ -35,6 +38,12 @@ class Client(db.Model):
self.phone = phone.strip() if phone else None
self.address = address.strip() if address else None
self.default_hourly_rate = Decimal(str(default_hourly_rate)) if default_hourly_rate else None
self.prepaid_hours_monthly = Decimal(str(prepaid_hours_monthly)) if prepaid_hours_monthly not in (None, '') else None
try:
reset_day = int(prepaid_reset_day) if prepaid_reset_day is not None else 1
self.prepaid_reset_day = max(1, min(28, reset_day))
except (TypeError, ValueError):
self.prepaid_reset_day = 1
def __repr__(self):
return f'<Client {self.name}>'
@@ -78,6 +87,80 @@ class Client(db.Model):
if project.billable and project.hourly_rate:
total_cost += project.estimated_cost
return total_cost
@property
def prepaid_plan_enabled(self):
"""Return True if client has prepaid hours configured."""
try:
hours = Decimal(str(self.prepaid_hours_monthly)) if self.prepaid_hours_monthly is not None else Decimal('0')
except Exception:
hours = Decimal('0')
return hours > 0
@property
def prepaid_hours_decimal(self):
"""Return prepaid hours as Decimal with two decimal precision."""
if self.prepaid_hours_monthly is None:
return Decimal('0')
try:
return Decimal(str(self.prepaid_hours_monthly)).quantize(Decimal('0.01'))
except Exception:
return Decimal('0')
def prepaid_month_start(self, reference_datetime):
"""
Determine the configured prepaid period start date for a given datetime.
Args:
reference_datetime (datetime): Datetime to evaluate.
Returns:
date: The start date of the prepaid cycle that contains the reference datetime.
"""
from datetime import timedelta
if not reference_datetime:
return None
reset_day = self.prepaid_reset_day or 1
reset_day = max(1, min(28, int(reset_day)))
dt = reference_datetime
if isinstance(dt, datetime) and hasattr(dt, 'date'):
dt_date = dt.date()
else:
dt_date = dt
if dt_date.day >= reset_day:
return dt_date.replace(day=reset_day)
# Move to previous month
first_of_month = dt_date.replace(day=1)
previous_day = first_of_month - timedelta(days=1)
target_day = min(reset_day, previous_day.day)
return previous_day.replace(day=target_day)
def get_prepaid_consumed_hours(self, month_start):
"""Return Decimal hours consumed for the given prepaid cycle."""
if not month_start:
return Decimal('0')
try:
seconds = self.prepaid_consumptions.filter(
ClientPrepaidConsumption.allocation_month == month_start
).with_entities(
db.func.coalesce(db.func.sum(ClientPrepaidConsumption.seconds_consumed), 0)
).scalar() or 0
except Exception:
seconds = 0
return Decimal(seconds) / Decimal('3600')
def get_prepaid_remaining_hours(self, month_start):
"""Return how many prepaid hours remain for the cycle starting at month_start."""
if not self.prepaid_plan_enabled or not month_start:
return Decimal('0')
consumed = self.get_prepaid_consumed_hours(month_start)
remaining = self.prepaid_hours_decimal - consumed
return remaining if remaining > 0 else Decimal('0')
def archive(self):
"""Archive the client"""
@@ -104,6 +187,8 @@ class Client(db.Model):
'is_active': self.is_active,
'total_projects': self.total_projects,
'active_projects': self.active_projects,
'prepaid_hours_monthly': float(self.prepaid_hours_monthly) if self.prepaid_hours_monthly is not None else None,
'prepaid_reset_day': self.prepaid_reset_day,
'created_at': self.created_at.isoformat() if self.created_at else None,
'updated_at': self.updated_at.isoformat() if self.updated_at else None
}
+36
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@@ -0,0 +1,36 @@
from datetime import datetime
from decimal import Decimal
from app import db
class ClientPrepaidConsumption(db.Model):
"""Ledger entries tracking which time entries consumed prepaid hours."""
__tablename__ = 'client_prepaid_consumptions'
id = db.Column(db.Integer, primary_key=True)
client_id = db.Column(db.Integer, db.ForeignKey('clients.id'), nullable=False, index=True)
time_entry_id = db.Column(db.Integer, db.ForeignKey('time_entries.id'), nullable=False, unique=True, index=True)
invoice_id = db.Column(db.Integer, db.ForeignKey('invoices.id'), nullable=True, index=True)
allocation_month = db.Column(db.Date, nullable=False, index=True)
seconds_consumed = db.Column(db.Integer, nullable=False)
created_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)
updated_at = db.Column(db.DateTime, default=datetime.utcnow, onupdate=datetime.utcnow, nullable=False)
# Relationships
client = db.relationship('Client', backref=db.backref('prepaid_consumptions', lazy='dynamic', cascade='all, delete-orphan'))
time_entry = db.relationship('TimeEntry', backref=db.backref('prepaid_consumption', uselist=False))
invoice = db.relationship('Invoice', backref=db.backref('prepaid_consumptions', lazy='dynamic'))
def __repr__(self):
month = self.allocation_month.isoformat() if self.allocation_month else '?'
return f'<ClientPrepaidConsumption client={self.client_id} entry={self.time_entry_id} month={month}>'
@property
def hours_consumed(self) -> Decimal:
"""Return consumed prepaid hours as Decimal."""
if not self.seconds_consumed:
return Decimal('0')
return (Decimal(self.seconds_consumed) / Decimal('3600')).quantize(Decimal('0.01'))
+70 -6
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@@ -5,7 +5,7 @@ import app as app_module
from app import db
from app.models import Client, Project
from datetime import datetime
from decimal import Decimal
from decimal import Decimal, InvalidOperation
from app.utils.db import safe_commit
from app.utils.permissions import admin_or_permission_required
from app.utils.timezone import convert_app_datetime_to_user
@@ -85,6 +85,8 @@ def create_client():
phone = request.form.get('phone', '').strip()
address = request.form.get('address', '').strip()
default_hourly_rate = request.form.get('default_hourly_rate', '').strip()
prepaid_hours_input = request.form.get('prepaid_hours_monthly', '').strip()
prepaid_reset_day_input = request.form.get('prepaid_reset_day', '').strip()
try:
current_app.logger.info(
"POST /clients/create user=%s name=%s email=%s",
@@ -120,7 +122,7 @@ def create_client():
# Validate hourly rate
try:
default_hourly_rate = Decimal(default_hourly_rate) if default_hourly_rate else None
except ValueError:
except (InvalidOperation, ValueError):
if wants_json:
return jsonify({'error': 'validation_error', 'messages': ['Invalid hourly rate format']}), 400
flash('Invalid hourly rate format', 'error')
@@ -129,6 +131,29 @@ def create_client():
except Exception:
pass
return render_template('clients/create.html')
try:
prepaid_hours_monthly = Decimal(prepaid_hours_input) if prepaid_hours_input else None
if prepaid_hours_monthly is not None and prepaid_hours_monthly < 0:
raise InvalidOperation
except (InvalidOperation, ValueError):
message = _('Prepaid hours must be a positive number.')
if wants_json:
return jsonify({'error': 'validation_error', 'messages': [message]}), 400
flash(message, 'error')
return render_template('clients/create.html')
try:
prepaid_reset_day = int(prepaid_reset_day_input) if prepaid_reset_day_input else 1
except ValueError:
prepaid_reset_day = 1
if prepaid_reset_day < 1 or prepaid_reset_day > 28:
message = _('Prepaid reset day must be between 1 and 28.')
if wants_json:
return jsonify({'error': 'validation_error', 'messages': [message]}), 400
flash(message, 'error')
return render_template('clients/create.html')
# Create client
client = Client(
@@ -138,7 +163,9 @@ def create_client():
email=email,
phone=phone,
address=address,
default_hourly_rate=default_hourly_rate
default_hourly_rate=default_hourly_rate,
prepaid_hours_monthly=prepaid_hours_monthly,
prepaid_reset_day=prepaid_reset_day
)
db.session.add(client)
@@ -156,7 +183,9 @@ def create_client():
return jsonify({
'id': client.id,
'name': client.name,
'default_hourly_rate': float(client.default_hourly_rate) if client.default_hourly_rate is not None else None
'default_hourly_rate': float(client.default_hourly_rate) if client.default_hourly_rate is not None else None,
'prepaid_hours_monthly': float(client.prepaid_hours_monthly) if client.prepaid_hours_monthly is not None else None,
'prepaid_reset_day': client.prepaid_reset_day
}), 201
flash(f'Client "{name}" created successfully', 'success')
@@ -172,8 +201,22 @@ def view_client(client_id):
# Get projects for this client
projects = Project.query.filter_by(client_id=client.id).order_by(Project.name).all()
prepaid_overview = None
if client.prepaid_plan_enabled:
today = datetime.utcnow()
month_start = client.prepaid_month_start(today)
consumed_hours = client.get_prepaid_consumed_hours(month_start).quantize(Decimal('0.01'))
remaining_hours = client.get_prepaid_remaining_hours(month_start).quantize(Decimal('0.01'))
prepaid_overview = {
'month_start': month_start,
'month_label': month_start.strftime('%Y-%m-%d') if month_start else '',
'plan_hours': float(client.prepaid_hours_decimal),
'consumed_hours': float(consumed_hours),
'remaining_hours': float(remaining_hours),
}
return render_template('clients/view.html', client=client, projects=projects)
return render_template('clients/view.html', client=client, projects=projects, prepaid_overview=prepaid_overview)
@clients_bp.route('/clients/<int:client_id>/edit', methods=['GET', 'POST'])
@login_required
@@ -194,6 +237,8 @@ def edit_client(client_id):
phone = request.form.get('phone', '').strip()
address = request.form.get('address', '').strip()
default_hourly_rate = request.form.get('default_hourly_rate', '').strip()
prepaid_hours_input = request.form.get('prepaid_hours_monthly', '').strip()
prepaid_reset_day_input = request.form.get('prepaid_reset_day', '').strip()
# Validate required fields
if not name:
@@ -209,9 +254,26 @@ def edit_client(client_id):
# Validate hourly rate
try:
default_hourly_rate = Decimal(default_hourly_rate) if default_hourly_rate else None
except ValueError:
except (InvalidOperation, ValueError):
flash('Invalid hourly rate format', 'error')
return render_template('clients/edit.html', client=client)
try:
prepaid_hours_monthly = Decimal(prepaid_hours_input) if prepaid_hours_input else None
if prepaid_hours_monthly is not None and prepaid_hours_monthly < 0:
raise InvalidOperation
except (InvalidOperation, ValueError):
flash(_('Prepaid hours must be a positive number.'), 'error')
return render_template('clients/edit.html', client=client)
try:
prepaid_reset_day = int(prepaid_reset_day_input) if prepaid_reset_day_input else client.prepaid_reset_day or 1
except ValueError:
prepaid_reset_day = client.prepaid_reset_day or 1
if prepaid_reset_day < 1 or prepaid_reset_day > 28:
flash(_('Prepaid reset day must be between 1 and 28.'), 'error')
return render_template('clients/edit.html', client=client)
# Update client
client.name = name
@@ -221,6 +283,8 @@ def edit_client(client_id):
client.phone = phone
client.address = address
client.default_hourly_rate = default_hourly_rate
client.prepaid_hours_monthly = prepaid_hours_monthly
client.prepaid_reset_day = prepaid_reset_day
client.updated_at = datetime.utcnow()
if not safe_commit('edit_client', {'client_id': client.id}):
+60 -23
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@@ -10,6 +10,7 @@ import csv
import json
from app.utils.db import safe_commit
from app.utils.excel_export import create_invoices_list_excel
from app.utils.prepaid_hours import PrepaidHoursAllocator
from app.utils.posthog_funnels import (
track_invoice_page_viewed,
track_invoice_project_selected,
@@ -507,45 +508,54 @@ def generate_from_time(invoice_id):
# Clear existing items
invoice.items.delete()
total_prepaid_allocated = Decimal('0')
prepaid_allocator = None
# Process time entries
if selected_entries:
# Group time entries by task/project and create invoice items
time_entries = TimeEntry.query.filter(TimeEntry.id.in_(selected_entries)).all()
# Group by task (if available) or project
prepaid_allocator = PrepaidHoursAllocator(client=invoice.client, invoice=invoice)
processed_entries = prepaid_allocator.process(time_entries)
total_prepaid_allocated = prepaid_allocator.total_prepaid_hours_assigned
grouped_entries = {}
for entry in time_entries:
for processed in processed_entries:
if processed.billable_hours <= 0:
continue
entry = processed.entry
if entry.task_id:
key = f"task_{entry.task_id}"
if key not in grouped_entries:
grouped_entries[key] = {
'description': f"Task: {entry.task.name if entry.task else 'Unknown Task'}",
'entries': [],
'total_hours': 0
}
description = f"Task: {entry.task.name if entry.task else 'Unknown Task'}"
else:
key = f"project_{entry.project_id}"
if key not in grouped_entries:
grouped_entries[key] = {
'description': f"Project: {entry.project.name}",
'entries': [],
'total_hours': 0
}
grouped_entries[key]['entries'].append(entry)
grouped_entries[key]['total_hours'] += entry.duration_hours
description = f"Project: {entry.project.name}"
if key not in grouped_entries:
grouped_entries[key] = {
'description': description,
'entries': [],
'total_hours': Decimal('0'),
}
grouped_entries[key]['entries'].append(processed)
grouped_entries[key]['total_hours'] += processed.billable_hours
# Create invoice items from time entries
for group in grouped_entries.values():
# Resolve effective rate (project override -> project rate -> client default)
if group['total_hours'] <= 0:
continue
hourly_rate = RateOverride.resolve_rate(invoice.project)
item = InvoiceItem(
invoice_id=invoice.id,
description=group['description'],
quantity=group['total_hours'],
unit_price=hourly_rate,
time_entry_ids=','.join(str(entry.id) for entry in group['entries'])
time_entry_ids=','.join(str(processed.entry.id) for processed in group['entries'])
)
db.session.add(item)
@@ -600,6 +610,13 @@ def generate_from_time(invoice_id):
return redirect(url_for('invoices.edit_invoice', invoice_id=invoice.id))
flash('Invoice items generated successfully from time entries and costs', 'success')
if total_prepaid_allocated and total_prepaid_allocated > 0:
flash(
_('Applied %(hours)s prepaid hours for %(client)s before billing overages.',
hours=f"{total_prepaid_allocated:.2f}",
client=invoice.client_name),
'info'
)
return redirect(url_for('invoices.edit_invoice', invoice_id=invoice.id))
# GET request - show time entry and cost selection
@@ -645,6 +662,23 @@ def generate_from_time(invoice_id):
total_available_costs = sum(float(cost.amount) for cost in unbilled_costs)
total_available_expenses = sum(float(expense.total_amount) for expense in unbilled_expenses)
total_available_goods = sum(float(good.total_amount) for good in project_goods)
prepaid_summary = []
prepaid_plan_hours = None
if invoice.client and invoice.client.prepaid_plan_enabled:
allocator = PrepaidHoursAllocator(client=invoice.client)
summaries = allocator.build_summary(unbilled_entries)
prepaid_summary = []
for summary in summaries:
allocation_month = summary.allocation_month
prepaid_summary.append({
'allocation_month': allocation_month,
'allocation_month_label': allocation_month.strftime('%Y-%m-%d') if allocation_month else '',
'plan_hours': float(summary.plan_hours),
'consumed_hours': float(summary.consumed_hours),
'remaining_hours': float(summary.remaining_hours)
})
prepaid_plan_hours = float(invoice.client.prepaid_hours_decimal)
# Get currency from settings
settings = Settings.get_settings()
@@ -660,7 +694,10 @@ def generate_from_time(invoice_id):
total_available_costs=total_available_costs,
total_available_expenses=total_available_expenses,
total_available_goods=total_available_goods,
currency=currency)
currency=currency,
prepaid_summary=prepaid_summary,
prepaid_plan_hours=prepaid_plan_hours,
prepaid_reset_day=invoice.client.prepaid_reset_day if invoice.client else None)
@invoices_bp.route('/invoices/<int:invoice_id>/export/csv')
@login_required
+21
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@@ -587,6 +587,10 @@ class EnhancedErrorHandler {
}
handleJavaScriptError(error, message, filename, lineno) {
if (this.shouldIgnoreFrontendNoise(error, message)) {
return;
}
const userFriendlyMessage = 'An unexpected error occurred. Please refresh the page or contact support if the problem persists.';
this.showError(userFriendlyMessage, 'Application Error');
@@ -601,6 +605,10 @@ class EnhancedErrorHandler {
}
handleUnhandledRejection(reason) {
if (this.shouldIgnoreFrontendNoise(reason, reason?.message)) {
return;
}
const userFriendlyMessage = 'An operation failed unexpectedly. Please try again or contact support if the problem persists.';
this.showError(userFriendlyMessage, 'Operation Failed');
@@ -667,6 +675,19 @@ class EnhancedErrorHandler {
}
});
}
shouldIgnoreFrontendNoise(error, message) {
const normalizedMessage = String(message || error?.message || '').toLowerCase();
// Known benign ResizeObserver warning triggered by various UI libraries/browsers
if (normalizedMessage.includes('resizeobserver loop limit exceeded') ||
normalizedMessage.includes('resizeobserver loop completed with undelivered notifications')) {
console.debug('Ignored benign ResizeObserver warning:', message || error);
return true;
}
return false;
}
}
// Initialize enhanced error handler
+2
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@@ -73,5 +73,7 @@
<script src="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.2/js/all.min.js"></script>
<script src="{{ url_for('static', filename='toast-notifications.js') }}"></script>
<script src="{{ url_for('static', filename='toast-manager.js') }}"></script>
<script src="{{ url_for('static', filename='error-handling-enhanced.js') }}"></script>
</body>
</html>
+17
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@@ -51,6 +51,19 @@
</div>
</div>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div>
<label for="prepaid_hours_monthly" class="block text-sm font-medium text-gray-700 dark:text-gray-300">{{ _('Monthly Prepaid Hours') }}</label>
<input type="number" step="0.25" min="0" id="prepaid_hours_monthly" name="prepaid_hours_monthly" value="{{ request.form.get('prepaid_hours_monthly','') }}" placeholder="{{ _('e.g. 50') }}" class="form-input">
<p class="text-xs text-text-muted-light dark:text-text-muted-dark mt-1">{{ _('Leave empty if this client has no prepaid allocation.') }}</p>
</div>
<div>
<label for="prepaid_reset_day" class="block text-sm font-medium text-gray-700 dark:text-gray-300">{{ _('Prepaid Reset Day') }}</label>
<input type="number" min="1" max="28" id="prepaid_reset_day" name="prepaid_reset_day" value="{{ request.form.get('prepaid_reset_day','1') }}" class="form-input">
<p class="text-xs text-text-muted-light dark:text-text-muted-dark mt-1">{{ _('Day of the month when prepaid hours reset (1-28).') }}</p>
</div>
</div>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div>
<label for="phone" class="block text-sm font-medium text-gray-700 dark:text-gray-300">{{ _('Phone') }}</label>
@@ -86,6 +99,10 @@
<strong>{{ _('Contact Information') }}</strong>
<p class="text-text-muted-light dark:text-text-muted-dark">{{ _('Add contact details for easy communication and record keeping.') }}</p>
</li>
<li>
<strong>{{ _('Prepaid Hours') }}</strong>
<p class="text-text-muted-light dark:text-text-muted-dark">{{ _('Configure monthly included hours and the reset day if this client has a retainer or prepaid bundle.') }}</p>
</li>
<li>
<strong>{{ _('Description') }}</strong>
<p class="text-text-muted-light dark:text-text-muted-dark">{{ _('Provide context about the client relationship or typical project types.') }}</p>
+13
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@@ -34,6 +34,19 @@
<textarea id="description" name="description" rows="3" placeholder="{{ _('Brief description of the client or project scope') }}" class="form-input">{{ request.form.get('description', client.description or '') }}</textarea>
</div>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div>
<label for="prepaid_hours_monthly" class="block text-sm font-medium text-gray-700 dark:text-gray-300">{{ _('Monthly Prepaid Hours') }}</label>
<input type="number" step="0.25" min="0" id="prepaid_hours_monthly" name="prepaid_hours_monthly" value="{{ request.form.get('prepaid_hours_monthly', client.prepaid_hours_monthly or '') }}" placeholder="{{ _('e.g. 50') }}" class="form-input">
<p class="text-xs text-text-muted-light dark:text-text-muted-dark mt-1">{{ _('Leave empty if this client has no prepaid allocation.') }}</p>
</div>
<div>
<label for="prepaid_reset_day" class="block text-sm font-medium text-gray-700 dark:text-gray-300">{{ _('Prepaid Reset Day') }}</label>
<input type="number" min="1" max="28" id="prepaid_reset_day" name="prepaid_reset_day" value="{{ request.form.get('prepaid_reset_day', client.prepaid_reset_day or 1) }}" class="form-input">
<p class="text-xs text-text-muted-light dark:text-text-muted-dark mt-1">{{ _('Day of the month when prepaid hours reset (1-28).') }}</p>
</div>
</div>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div>
<label for="contact_person" class="block text-sm font-medium text-gray-700 dark:text-gray-300">{{ _('Contact Person') }}</label>
+22
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@@ -60,6 +60,28 @@
</div>
</div>
</div>
{% if prepaid_overview %}
<div class="bg-card-light dark:bg-card-dark p-6 rounded-lg shadow">
<h2 class="text-lg font-semibold mb-4">{{ _('Prepaid Hours') }}</h2>
<p class="text-sm text-text-muted-light dark:text-text-muted-dark mb-3">
{{ _('Plan includes %(hours)s hours per cycle. Resets on day %(day)s.', hours='%.2f'|format(prepaid_overview.plan_hours), day=client.prepaid_reset_day) }}
</p>
<ul class="space-y-2 text-sm text-text-light dark:text-text-dark">
<li>
<span class="font-medium">{{ _('Current cycle start') }}:</span>
<span>{{ prepaid_overview.month_label }}</span>
</li>
<li>
<span class="font-medium text-emerald-600">{{ _('Remaining hours') }}:</span>
<span>{{ '%.2f'|format(prepaid_overview.remaining_hours) }} {{ _('h') }}</span>
</li>
<li>
<span class="font-medium text-amber-600">{{ _('Consumed this cycle') }}:</span>
<span>{{ '%.2f'|format(prepaid_overview.consumed_hours) }} {{ _('h') }}</span>
</li>
</ul>
</div>
{% endif %}
</div>
<!-- Right Column: Projects -->
@@ -116,6 +116,26 @@
<div class="text-sm text-text-muted-light dark:text-text-muted-dark">{{ _('Total available costs') }}: <span class="font-semibold text-text-light dark:text-text-dark">{{ '%.2f'|format(total_available_costs) }} {{ currency }}</span></div>
<div class="text-sm text-text-muted-light dark:text-text-muted-dark">{{ _('Total available expenses') }}: <span class="font-semibold text-text-light dark:text-text-dark">{{ '%.2f'|format(total_available_expenses) }} {{ currency }}</span></div>
<div class="text-sm text-text-muted-light dark:text-text-muted-dark">{{ _('Total available goods') }}: <span class="font-semibold text-text-light dark:text-text-dark">{{ '%.2f'|format(total_available_goods) }} {{ currency }}</span></div>
{% if prepaid_plan_hours %}
<div class="mt-4 pt-4 border-t border-border-light dark:border-border-dark">
<h4 class="text-sm font-semibold text-text-light dark:text-text-dark mb-2">{{ _('Prepaid Hours Overview') }}</h4>
<p class="text-xs text-text-muted-light dark:text-text-muted-dark mb-2">
{{ _('Plan includes %(hours)s hours per cycle (resets on day %(day)s).', hours='%.2f'|format(prepaid_plan_hours), day=prepaid_reset_day) }}
</p>
{% if prepaid_summary %}
<ul class="space-y-1 text-xs text-text-muted-light dark:text-text-muted-dark">
{% for item in prepaid_summary %}
<li class="flex justify-between gap-4">
<span class="font-medium text-text-light dark:text-text-dark">{{ item.allocation_month_label }}</span>
<span>{{ _('Consumed: %(consumed)s h • Remaining: %(remaining)s h', consumed='%.2f'|format(item.consumed_hours), remaining='%.2f'|format(item.remaining_hours)) }}</span>
</li>
{% endfor %}
</ul>
{% else %}
<p class="text-xs text-text-muted-light dark:text-text-muted-dark">{{ _('No prepaid usage recorded for selected period yet.') }}</p>
{% endif %}
</div>
{% endif %}
</div>
<div class="bg-card-light dark:bg-card-dark p-6 rounded-lg shadow">
+74 -21
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@@ -186,12 +186,12 @@
<span class="text-text-muted-light dark:text-text-muted-dark"></span>
{% endif %}
</td>
<td class="p-4">
<td class="p-4 relative overflow-visible">
<div class="relative inline-block">
<button type="button" onclick="toggleInvoiceActions({{ invoice.id }})" class="text-primary hover:text-primary/80 font-medium">
<button type="button" onclick="toggleInvoiceActions(event, {{ invoice.id }})" class="text-primary hover:text-primary/80 font-medium">
Actions <i class="fas fa-chevron-down ml-1 text-xs"></i>
</button>
<div id="invoiceActions{{ invoice.id }}" class="hidden absolute right-0 mt-2 w-48 bg-card-light dark:bg-card-dark border border-border-light dark:border-border-dark rounded-md shadow-lg z-50">
<div id="invoiceActions{{ invoice.id }}" class="invoice-actions-dropdown hidden absolute right-0 mt-2 w-48 bg-card-light dark:bg-card-dark border border-border-light dark:border-border-dark rounded-md shadow-lg" style="z-index: 1200;">
<div class="py-1">
<a href="{{ url_for('invoices.view_invoice', invoice_id=invoice.id) }}" class="block px-4 py-2 text-sm text-text-light dark:text-text-dark hover:bg-gray-100 dark:hover:bg-gray-700">
<i class="fas fa-eye mr-2"></i>View
@@ -362,32 +362,85 @@ function filterByStatus(status) {
}
}
function resetInvoiceActionsMenu(menu) {
if (!menu) return;
menu.classList.add('hidden');
menu.style.position = '';
menu.style.left = '';
menu.style.top = '';
menu.style.bottom = '';
menu.style.right = '';
menu.style.zIndex = '';
delete menu.dataset.visible;
}
function closeInvoiceActionMenus() {
document.querySelectorAll('.invoice-actions-dropdown').forEach(resetInvoiceActionsMenu);
}
// Toggle invoice actions dropdown
function toggleInvoiceActions(invoiceId) {
const menu = document.getElementById('invoiceActions' + invoiceId);
const allMenus = document.querySelectorAll('[id^="invoiceActions"]');
// Close all other menus
allMenus.forEach(m => {
if (m.id !== 'invoiceActions' + invoiceId) {
m.classList.add('hidden');
}
});
// Toggle current menu
if (menu) {
menu.classList.toggle('hidden');
function toggleInvoiceActions(evt, invoiceId) {
if (evt) {
evt.preventDefault();
evt.stopPropagation();
}
const menu = document.getElementById('invoiceActions' + invoiceId);
if (!menu) return;
const willOpen = menu.classList.contains('hidden');
closeInvoiceActionMenus();
if (!willOpen) {
return;
}
const trigger = (evt && evt.currentTarget) || document.querySelector(`[data-invoice-actions-trigger="${invoiceId}"]`);
if (!trigger) return;
menu.classList.remove('hidden');
menu.style.position = 'fixed';
menu.style.zIndex = '1300';
// Measure after making visible
const rect = trigger.getBoundingClientRect();
const menuWidth = menu.offsetWidth;
const menuHeight = menu.offsetHeight;
let left = rect.right - menuWidth;
if (left < 16) {
left = rect.left;
}
if (left + menuWidth > window.innerWidth - 16) {
left = window.innerWidth - menuWidth - 16;
}
if (left < 16) {
left = 16;
}
let top = rect.bottom + 8;
if (top + menuHeight > window.innerHeight - 16) {
top = rect.top - menuHeight - 8;
}
if (top < 16) {
top = Math.max(16, rect.bottom + 8);
}
menu.style.left = `${left}px`;
menu.style.top = `${top}px`;
menu.dataset.visible = 'true';
}
// Close dropdowns when clicking outside
document.addEventListener('click', function(e) {
if (!e.target.closest('[onclick*="toggleInvoiceActions"]') && !e.target.closest('[id^="invoiceActions"]')) {
document.querySelectorAll('[id^="invoiceActions"]').forEach(menu => {
menu.classList.add('hidden');
});
if (!e.target.closest('[onclick*="toggleInvoiceActions"]') && !e.target.closest('.invoice-actions-dropdown')) {
closeInvoiceActionMenus();
}
});
window.addEventListener('scroll', closeInvoiceActionMenus, true);
function toggleFilterVisibility() {
const filterBody = document.getElementById('filterBody');
const toggleIcon = document.getElementById('filterToggleIcon');
+2
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@@ -152,6 +152,8 @@
<script src="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.2/js/all.min.js"></script>
<script src="{{ url_for('static', filename='toast-notifications.js') }}"></script>
<script src="{{ url_for('static', filename='toast-manager.js') }}"></script>
<script src="{{ url_for('static', filename='error-handling-enhanced.js') }}"></script>
</body>
</html>
+225
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@@ -0,0 +1,225 @@
from __future__ import annotations
from dataclasses import dataclass
from datetime import datetime, date, timedelta
from decimal import Decimal, ROUND_HALF_UP
from typing import Iterable, List, Optional, Set
from app import db
from app.models import Client, TimeEntry, ClientPrepaidConsumption, Invoice
SECONDS_IN_HOUR = Decimal('3600')
TWO_DECIMALS = Decimal('0.01')
@dataclass
class ProcessedTimeEntry:
"""Result container describing how a time entry was treated."""
entry: TimeEntry
billable_hours: Decimal
prepaid_hours: Decimal
allocation_month: Optional[date]
@dataclass
class PrepaidMonthSummary:
"""Summary of prepaid plan usage for a given cycle."""
allocation_month: date
plan_hours: Decimal
consumed_hours: Decimal
remaining_hours: Decimal
class PrepaidHoursAllocator:
"""Encapsulates prepaid hour allocation logic for a client."""
def __init__(self, client: Client, invoice: Optional[Invoice] = None):
self.client = client
self.invoice = invoice
self.plan_hours = client.prepaid_hours_decimal if client else Decimal('0')
self.total_prepaid_hours_assigned = Decimal('0')
self._consumed_by_period: dict[date, Decimal] = {}
# ----------------------------------------------------------------------
# Public API
# ----------------------------------------------------------------------
def process(self, entries: Iterable[TimeEntry]) -> List[ProcessedTimeEntry]:
"""Allocate prepaid hours for the provided time entries."""
entries = list(entries or [])
if not entries:
return []
# Always work against a deterministic ordering
entries.sort(key=lambda e: (e.start_time or datetime.min))
if not self.client or not self.client.prepaid_plan_enabled:
return [
ProcessedTimeEntry(
entry=entry,
billable_hours=self._hours_from_entry(entry),
prepaid_hours=Decimal('0'),
allocation_month=self._allocation_month(entry)
)
for entry in entries
]
self._reset_invoice_allocations()
months = self._collect_months(entries)
self._load_existing_consumption(months)
processed: List[ProcessedTimeEntry] = []
for entry in entries:
hours = self._hours_from_entry(entry)
allocation_month = self._allocation_month(entry)
if hours <= 0 or allocation_month is None:
processed.append(
ProcessedTimeEntry(
entry=entry,
billable_hours=Decimal('0'),
prepaid_hours=Decimal('0'),
allocation_month=allocation_month
)
)
continue
remaining = self._remaining_allowance(allocation_month)
prepaid_hours = self._quantize_hours(min(hours, remaining) if remaining > 0 else Decimal('0'))
billable_hours = self._quantize_hours(hours - prepaid_hours)
if prepaid_hours > 0:
self._record_consumption(entry, allocation_month, prepaid_hours)
entry.billable = billable_hours > 0
else:
entry.billable = True
processed.append(
ProcessedTimeEntry(
entry=entry,
billable_hours=billable_hours,
prepaid_hours=prepaid_hours,
allocation_month=allocation_month
)
)
self.total_prepaid_hours_assigned = sum((item.prepaid_hours for item in processed), Decimal('0'))
return processed
def build_summary(self, entries: Iterable[TimeEntry]) -> List[PrepaidMonthSummary]:
"""Return prepaid period summaries for UI purposes (no DB mutations)."""
if not self.client or not self.client.prepaid_plan_enabled:
return []
entries = list(entries or [])
months = self._collect_months(entries)
if not months:
return []
# Reset local cache and load existing consumption without mutating data
self._consumed_by_period = {}
self._load_existing_consumption(months)
summaries: List[PrepaidMonthSummary] = []
for month in sorted(months):
consumed = self._quantize_hours(self._consumed_by_period.get(month, Decimal('0')))
remaining = self._quantize_hours(self.plan_hours - consumed)
if remaining < 0:
remaining = Decimal('0').quantize(TWO_DECIMALS)
summaries.append(
PrepaidMonthSummary(
allocation_month=month,
plan_hours=self._quantize_hours(self.plan_hours),
consumed_hours=consumed,
remaining_hours=remaining
)
)
return summaries
# ----------------------------------------------------------------------
# Internal helpers
# ----------------------------------------------------------------------
def _reset_invoice_allocations(self):
"""Remove existing ledger rows tied to the invoice before recalculating."""
if not self.invoice:
return
existing_allocations = ClientPrepaidConsumption.query.filter_by(invoice_id=self.invoice.id).all()
if not existing_allocations:
return
entry_ids = [allocation.time_entry_id for allocation in existing_allocations]
if entry_ids:
entries = TimeEntry.query.filter(TimeEntry.id.in_(entry_ids)).all()
for entry in entries:
entry.billable = True
ClientPrepaidConsumption.query.filter_by(invoice_id=self.invoice.id).delete(synchronize_session=False)
db.session.flush()
def _collect_months(self, entries: Iterable[TimeEntry]) -> Set[date]:
months: Set[date] = set()
for entry in entries:
allocation_month = self._allocation_month(entry)
if allocation_month:
months.add(allocation_month)
return months
def _load_existing_consumption(self, months: Set[date]):
if not months:
return
query = ClientPrepaidConsumption.query.filter(
ClientPrepaidConsumption.client_id == self.client.id,
ClientPrepaidConsumption.allocation_month.in_(months)
)
if self.invoice:
query = query.filter(ClientPrepaidConsumption.invoice_id != self.invoice.id)
for row in query:
hours = Decimal(row.seconds_consumed or 0) / SECONDS_IN_HOUR
month = row.allocation_month
self._consumed_by_period[month] = self._consumed_by_period.get(month, Decimal('0')) + hours
def _allocation_month(self, entry: TimeEntry) -> Optional[date]:
if not entry or not entry.start_time:
return None
return self.client.prepaid_month_start(entry.start_time)
def _remaining_allowance(self, month: date) -> Decimal:
consumed = self._consumed_by_period.get(month, Decimal('0'))
remaining = self.plan_hours - consumed
return remaining if remaining > 0 else Decimal('0')
def _record_consumption(self, entry: TimeEntry, month: date, prepaid_hours: Decimal):
if prepaid_hours <= 0:
return
seconds = int((prepaid_hours * SECONDS_IN_HOUR).quantize(Decimal('1'), rounding=ROUND_HALF_UP))
consumption = ClientPrepaidConsumption(
client_id=self.client.id,
time_entry_id=entry.id,
invoice_id=self.invoice.id if self.invoice else None,
allocation_month=month,
seconds_consumed=seconds
)
db.session.add(consumption)
# Update cache to reflect newly allocated hours
self._consumed_by_period[month] = self._consumed_by_period.get(month, Decimal('0')) + prepaid_hours
@staticmethod
def _hours_from_entry(entry: TimeEntry) -> Decimal:
duration_seconds = entry.duration_seconds or 0
return (Decimal(duration_seconds) / SECONDS_IN_HOUR).quantize(TWO_DECIMALS)
@staticmethod
def _quantize_hours(value: Decimal) -> Decimal:
if value is None:
return Decimal('0').quantize(TWO_DECIMALS)
return value.quantize(TWO_DECIMALS)
+3
View File
@@ -114,3 +114,6 @@
{"asctime": "2025-10-30 09:45:46,439", "levelname": "INFO", "name": "timetracker", "message": "task.deleted", "taskName": null, "request_id": "87a0ad0f-3147-49be-850a-048e28fe9887", "event": "task.deleted", "user_id": 1, "task_id": 1, "project_id": 1}
{"asctime": "2025-10-30 09:45:46,455", "levelname": "INFO", "name": "timetracker", "message": "task.deleted", "taskName": null, "request_id": "87a0ad0f-3147-49be-850a-048e28fe9887", "event": "task.deleted", "user_id": 1, "task_id": 2, "project_id": 1}
{"asctime": "2025-10-30 09:45:46,461", "levelname": "INFO", "name": "timetracker", "message": "task.deleted", "taskName": null, "request_id": "87a0ad0f-3147-49be-850a-048e28fe9887", "event": "task.deleted", "user_id": 1, "task_id": 3, "project_id": 1}
{"asctime": "2025-11-12 07:38:50,936", "levelname": "INFO", "name": "timetracker", "message": "client.updated", "taskName": null, "request_id": "e21141a4-90e7-4fcb-bc56-e74d85d8e21b", "event": "client.updated", "user_id": 1, "client_id": 1}
{"asctime": "2025-11-12 07:40:03,232", "levelname": "INFO", "name": "timetracker", "message": "client.updated", "taskName": null, "request_id": "347bcc59-a8a4-4d93-9e9c-454f3e215dbf", "event": "client.updated", "user_id": 1, "client_id": 1}
{"asctime": "2025-11-12 07:40:35,204", "levelname": "INFO", "name": "timetracker", "message": "client.updated", "taskName": null, "request_id": "8df6eb1f-67b4-44ac-ae77-a2342ba55880", "event": "client.updated", "user_id": 1, "client_id": 1}
@@ -0,0 +1,68 @@
"""Add client prepaid hours support and consumption ledger
Revision ID: 042_client_prepaid_hours
Revises: 041_add_invoice_pdf_templates
Create Date: 2025-11-11
"""
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision = '042_client_prepaid_hours'
down_revision = '041_add_invoice_pdf_templates'
branch_labels = None
depends_on = None
def upgrade():
"""Add prepaid hours configuration and ledger tracking."""
with op.batch_alter_table('clients', schema=None) as batch_op:
batch_op.add_column(sa.Column('prepaid_hours_monthly', sa.Numeric(7, 2), nullable=True))
batch_op.add_column(sa.Column('prepaid_reset_day', sa.Integer(), nullable=False, server_default='1'))
op.create_table(
'client_prepaid_consumptions',
sa.Column('id', sa.Integer(), nullable=False),
sa.Column('client_id', sa.Integer(), nullable=False),
sa.Column('time_entry_id', sa.Integer(), nullable=False),
sa.Column('invoice_id', sa.Integer(), nullable=True),
sa.Column('allocation_month', sa.Date(), nullable=False),
sa.Column('seconds_consumed', sa.Integer(), nullable=False),
sa.Column('created_at', sa.DateTime(), nullable=False, server_default=sa.func.now()),
sa.Column('updated_at', sa.DateTime(), nullable=False, server_default=sa.func.now(), onupdate=sa.func.now()),
sa.ForeignKeyConstraint(['client_id'], ['clients.id'], ),
sa.ForeignKeyConstraint(['time_entry_id'], ['time_entries.id'], ),
sa.ForeignKeyConstraint(['invoice_id'], ['invoices.id'], ),
sa.PrimaryKeyConstraint('id'),
sa.UniqueConstraint('time_entry_id', name='uq_client_prepaid_consumptions_time_entry_id')
)
op.create_index(
'ix_client_prepaid_consumptions_client_month',
'client_prepaid_consumptions',
['client_id', 'allocation_month'],
unique=False
)
op.create_index(
'ix_client_prepaid_consumptions_invoice_id',
'client_prepaid_consumptions',
['invoice_id'],
unique=False
)
# Remove server default now that existing rows are backfilled
with op.batch_alter_table('clients', schema=None) as batch_op:
batch_op.alter_column('prepaid_reset_day', server_default=None)
def downgrade():
"""Revert prepaid hours schema changes."""
op.drop_index('ix_client_prepaid_consumptions_invoice_id', table_name='client_prepaid_consumptions')
op.drop_index('ix_client_prepaid_consumptions_client_month', table_name='client_prepaid_consumptions')
op.drop_table('client_prepaid_consumptions')
with op.batch_alter_table('clients', schema=None) as batch_op:
batch_op.drop_column('prepaid_reset_day')
batch_op.drop_column('prepaid_hours_monthly')
+62
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@@ -0,0 +1,62 @@
import pytest
from datetime import datetime, date, timedelta
from decimal import Decimal
from app import db
from app.models import Client, Project, Invoice, TimeEntry
@pytest.mark.smoke
def test_prepaid_hours_summary_display(app, client, user):
"""Smoke test to ensure prepaid hours summary renders on generate-from-time page."""
with client.session_transaction() as sess:
sess['_user_id'] = str(user.id)
sess['_fresh'] = True
prepaid_client = Client(
name='Smoke Prepaid',
email='smoke@example.com',
prepaid_hours_monthly=Decimal('50'),
prepaid_reset_day=1
)
db.session.add(prepaid_client)
db.session.commit()
project = Project(
name='Smoke Project',
client_id=prepaid_client.id,
billable=True,
hourly_rate=Decimal('85.00')
)
db.session.add(project)
db.session.commit()
invoice = Invoice(
invoice_number='INV-SMOKE-001',
project_id=project.id,
client_name=prepaid_client.name,
client_id=prepaid_client.id,
due_date=date.today() + timedelta(days=14),
created_by=user.id
)
db.session.add(invoice)
db.session.commit()
start = datetime.utcnow() - timedelta(hours=5)
end = datetime.utcnow()
entry = TimeEntry(
user_id=user.id,
project_id=project.id,
start_time=start,
end_time=end,
billable=True
)
db.session.add(entry)
db.session.commit()
response = client.get(f'/invoices/{invoice.id}/generate-from-time')
assert response.status_code == 200
html = response.get_data(as_text=True)
assert 'Prepaid Hours Overview' in html
assert 'Monthly Prepaid Hours' not in html # ensure we are on the summary, not the form
+59
View File
@@ -0,0 +1,59 @@
import pytest
from datetime import datetime, date
from decimal import Decimal
from app import db
from app.models import Client, ClientPrepaidConsumption, User, Project, TimeEntry
@pytest.mark.models
def test_client_prepaid_properties_and_consumption(app):
client = Client(
name='Model Client',
prepaid_hours_monthly=Decimal('40.0'),
prepaid_reset_day=5
)
db.session.add(client)
db.session.commit()
assert client.prepaid_plan_enabled is True
assert client.prepaid_hours_decimal == Decimal('40.00')
reference = datetime(2025, 3, 7, 12, 0, 0)
period_start = client.prepaid_month_start(reference)
assert period_start == date(2025, 3, 5)
user = User(username='modeluser', email='modeluser@example.com')
db.session.add(user)
db.session.commit()
project = Project(name='Model Project', client_id=client.id, billable=True)
db.session.add(project)
db.session.commit()
entry = TimeEntry(
user_id=user.id,
project_id=project.id,
start_time=datetime(2025, 3, 5, 9, 0, 0),
end_time=datetime(2025, 3, 5, 21, 0, 0),
billable=True
)
db.session.add(entry)
db.session.commit()
# Create a consumption record for 12 hours
consumption = ClientPrepaidConsumption(
client_id=client.id,
time_entry_id=entry.id,
allocation_month=period_start,
seconds_consumed=12 * 3600
)
db.session.add(consumption)
db.session.commit()
consumed = client.get_prepaid_consumed_hours(period_start)
remaining = client.get_prepaid_remaining_hours(period_start)
assert consumed.quantize(Decimal('0.01')) == Decimal('12.00')
assert remaining.quantize(Decimal('0.01')) == Decimal('28.00')
+83 -1
View File
@@ -2,7 +2,7 @@ import pytest
from datetime import datetime, date, timedelta
from decimal import Decimal
from app import db
from app.models import User, Project, Invoice, InvoiceItem, Settings, Client, ExtraGood
from app.models import User, Project, Invoice, InvoiceItem, Settings, Client, ExtraGood, ClientPrepaidConsumption
@pytest.fixture
def sample_user(app):
@@ -380,6 +380,88 @@ def test_generate_from_time_page_renders_lists(app, client, user, project):
assert 'Total available hours' in html
assert 'Total available costs' in html
@pytest.mark.routes
def test_generate_from_time_applies_prepaid_hours(app, client, user):
"""Ensure prepaid hours are consumed before billing when generating invoice items."""
from app import db
from app.models import TimeEntry
# Authenticate
with client.session_transaction() as sess:
sess['_user_id'] = str(user.id)
sess['_fresh'] = True
prepaid_client = Client(
name='Prepaid Client',
email='prepaid@example.com',
prepaid_hours_monthly=Decimal('50.0'),
prepaid_reset_day=1
)
db.session.add(prepaid_client)
db.session.commit()
project = Project(
name='Prepaid Project',
client_id=prepaid_client.id,
billable=True,
hourly_rate=Decimal('120.00')
)
db.session.add(project)
db.session.commit()
invoice = Invoice(
invoice_number='INV-PREPAID-001',
project_id=project.id,
client_name=prepaid_client.name,
client_id=prepaid_client.id,
due_date=date.today() + timedelta(days=14),
created_by=user.id
)
db.session.add(invoice)
db.session.commit()
base_start = datetime(2025, 1, 5, 9, 0, 0)
hours_blocks = [Decimal('20'), Decimal('20'), Decimal('20')]
entries = []
for idx, hours in enumerate(hours_blocks):
start = base_start + timedelta(days=idx * 3)
end = start + timedelta(hours=float(hours))
entry = TimeEntry(
user_id=user.id,
project_id=project.id,
start_time=start,
end_time=end,
notes=f'Prepaid block {idx + 1}',
billable=True
)
db.session.add(entry)
db.session.commit()
db.session.refresh(entry)
entries.append(entry)
data = {
'time_entries[]': [str(entry.id) for entry in entries]
}
resp = client.post(f'/invoices/{invoice.id}/generate-from-time', data=data)
assert resp.status_code == 302
invoice = Invoice.query.get(invoice.id)
items = list(invoice.items)
assert len(items) == 1
assert items[0].quantity == Decimal('10.00')
# All prepaid consumptions registered (50 hours = 180000 seconds)
consumptions = ClientPrepaidConsumption.query.filter_by(client_id=prepaid_client.id).all()
assert len(consumptions) == 3
assert sum(c.seconds_consumed for c in consumptions) == 50 * 3600
db.session.refresh(entries[0])
db.session.refresh(entries[1])
db.session.refresh(entries[2])
assert entries[0].billable is False
assert entries[1].billable is False
assert entries[2].billable is True
# Payment Status Tracking Tests
def test_invoice_payment_status_initialization(app, sample_user, sample_project):
+80
View File
@@ -0,0 +1,80 @@
import pytest
from datetime import datetime, timedelta, date
from decimal import Decimal
from app import db
from app.models import Client, Project, TimeEntry, Invoice, ClientPrepaidConsumption
from app.utils.prepaid_hours import PrepaidHoursAllocator
@pytest.mark.unit
def test_prepaid_allocator_partial_allocation(app, user):
"""Prepaid allocator should consume available hours and bill the remainder."""
client = Client(
name='Allocator Client',
email='allocator@example.com',
prepaid_hours_monthly=Decimal('5.0'),
prepaid_reset_day=1
)
db.session.add(client)
db.session.commit()
project = Project(
name='Allocator Project',
client_id=client.id,
billable=True,
hourly_rate=Decimal('90.00')
)
db.session.add(project)
db.session.commit()
invoice = Invoice(
invoice_number='INV-ALLOC-001',
project_id=project.id,
client_name=client.name,
client_id=client.id,
due_date=date.today() + timedelta(days=30),
created_by=user.id
)
db.session.add(invoice)
db.session.commit()
base_start = datetime(2025, 2, 10, 9, 0, 0)
hours_blocks = [Decimal('3.0'), Decimal('4.0')]
entries = []
for idx, hours in enumerate(hours_blocks):
start = base_start + timedelta(days=idx)
end = start + timedelta(hours=float(hours))
entry = TimeEntry(
user_id=user.id,
project_id=project.id,
start_time=start,
end_time=end,
billable=True,
notes=f'Allocation block {idx + 1}'
)
db.session.add(entry)
db.session.commit()
db.session.refresh(entry)
entries.append(entry)
allocator = PrepaidHoursAllocator(client=client, invoice=invoice)
processed = allocator.process(entries)
db.session.flush()
assert len(processed) == 2
assert processed[0].prepaid_hours == Decimal('3.00')
assert processed[0].billable_hours == Decimal('0.00')
assert processed[1].prepaid_hours == Decimal('2.00')
assert processed[1].billable_hours == Decimal('2.00')
assert allocator.total_prepaid_hours_assigned == Decimal('5.00')
consumptions = ClientPrepaidConsumption.query.filter_by(client_id=client.id).order_by(ClientPrepaidConsumption.time_entry_id).all()
assert len(consumptions) == 2
assert sum(c.seconds_consumed for c in consumptions) == 5 * 3600
db.session.refresh(entries[0])
db.session.refresh(entries[1])
assert entries[0].billable is False
assert entries[1].billable is True
+74
View File
@@ -254,6 +254,80 @@ def test_client_detail_page(authenticated_client, test_client, app):
assert response.status_code == 200
@pytest.mark.integration
@pytest.mark.routes
def test_edit_client_updates_prepaid_fields(admin_authenticated_client, test_client, app):
"""Ensure editing a client updates prepaid hours fields without errors."""
from app import db
from app.models import Client
with app.app_context():
client_id = test_client.id
response = admin_authenticated_client.post(
f'/clients/{client_id}/edit',
data={
'name': test_client.name,
'description': test_client.description or '',
'contact_person': test_client.contact_person or '',
'email': test_client.email or '',
'phone': test_client.phone or '',
'address': test_client.address or '',
'default_hourly_rate': '',
'prepaid_hours_monthly': '12.5',
'prepaid_reset_day': '10',
},
follow_redirects=False,
)
assert response.status_code == 302
db.session.expire_all()
updated = Client.query.get(client_id)
assert updated is not None
assert updated.prepaid_hours_monthly == Decimal('12.5')
assert updated.prepaid_reset_day == 10
@pytest.mark.integration
@pytest.mark.routes
def test_edit_client_rejects_negative_prepaid_hours(admin_authenticated_client, test_client, app):
"""Regression test: negative prepaid hours should trigger validation error."""
from app import db
from app.models import Client
with app.app_context():
client_id = test_client.id
db.session.expire_all()
baseline = Client.query.get(client_id)
baseline_hours = baseline.prepaid_hours_monthly
baseline_reset_day = baseline.prepaid_reset_day
response = admin_authenticated_client.post(
f'/clients/{client_id}/edit',
data={
'name': test_client.name,
'description': test_client.description or '',
'contact_person': test_client.contact_person or '',
'email': test_client.email or '',
'phone': test_client.phone or '',
'address': test_client.address or '',
'default_hourly_rate': '',
'prepaid_hours_monthly': '-1',
'prepaid_reset_day': '3',
},
follow_redirects=False,
)
# View should re-render with validation error (200 OK)
assert response.status_code == 200
db.session.expire_all()
updated = Client.query.get(client_id)
assert updated.prepaid_hours_monthly == baseline_hours
assert updated.prepaid_reset_day == baseline_reset_day
# ============================================================================
# Reports Routes
# ============================================================================