Files
TimeTracker/app/utils/scheduled_tasks.py
Dries Peeters b4939f4755 feat: Add recurring invoices and email integration with template management
Implement comprehensive recurring invoice system and email functionality with admin interface for managing email templates.

Features: Recurring invoices with scheduling, invoice email integration with PDF attachments, email template management admin interface

Fixes: CSRF tokens, CSS leakage, toast notifications, response body handling, error logging
2025-11-13 09:24:17 +01:00

311 lines
12 KiB
Python

"""Scheduled background tasks for the application"""
import logging
from datetime import datetime, timedelta
from flask import current_app
from app import db
from app.models import Invoice, User, TimeEntry, Project, BudgetAlert, RecurringInvoice
from app.utils.email import send_overdue_invoice_notification, send_weekly_summary
from app.utils.budget_forecasting import check_budget_alerts
logger = logging.getLogger(__name__)
def check_overdue_invoices():
"""Check for overdue invoices and send notifications
This task should be run daily to check for invoices that are past their due date
and send notifications to users who have overdue invoice notifications enabled.
"""
try:
logger.info("Checking for overdue invoices...")
# Get all invoices that are overdue and not paid/cancelled
today = datetime.utcnow().date()
overdue_invoices = Invoice.query.filter(
Invoice.due_date < today,
Invoice.status.in_(['draft', 'sent'])
).all()
logger.info(f"Found {len(overdue_invoices)} overdue invoices")
notifications_sent = 0
for invoice in overdue_invoices:
# Update invoice status to overdue if it's not already
if invoice.status != 'overdue':
invoice.status = 'overdue'
db.session.commit()
# Get users to notify (creator and admins)
users_to_notify = set()
# Add the invoice creator
if invoice.creator:
users_to_notify.add(invoice.creator)
# Add all admins
admins = User.query.filter_by(role='admin', is_active=True).all()
users_to_notify.update(admins)
# Send notifications
for user in users_to_notify:
if user.email and user.email_notifications and user.notification_overdue_invoices:
try:
send_overdue_invoice_notification(invoice, user)
notifications_sent += 1
logger.info(f"Sent overdue notification for invoice {invoice.invoice_number} to {user.username}")
except Exception as e:
logger.error(f"Failed to send notification to {user.username}: {e}")
logger.info(f"Sent {notifications_sent} overdue invoice notifications")
return notifications_sent
except Exception as e:
logger.error(f"Error checking overdue invoices: {e}")
return 0
def send_weekly_summaries():
"""Send weekly time tracking summaries to users
This task should be run weekly (e.g., Sunday evening or Monday morning)
to send time tracking summaries to users who have opted in.
"""
try:
logger.info("Sending weekly summaries...")
# Get users who want weekly summaries
users = User.query.filter_by(
is_active=True,
email_notifications=True,
notification_weekly_summary=True
).all()
logger.info(f"Found {len(users)} users with weekly summaries enabled")
# Calculate date range (last 7 days)
end_date = datetime.utcnow().date()
start_date = end_date - timedelta(days=7)
summaries_sent = 0
for user in users:
if not user.email:
continue
try:
# Get time entries for this user in the past week
entries = TimeEntry.query.filter(
TimeEntry.user_id == user.id,
TimeEntry.start_time >= datetime.combine(start_date, datetime.min.time()),
TimeEntry.start_time < datetime.combine(end_date + timedelta(days=1), datetime.min.time()),
TimeEntry.end_time.isnot(None)
).all()
if not entries:
logger.info(f"No entries for {user.username}, skipping")
continue
# Calculate hours worked
hours_worked = sum(e.duration_hours for e in entries)
# Group by project
projects_map = {}
for entry in entries:
if entry.project:
project_name = entry.project.name
if project_name not in projects_map:
projects_map[project_name] = {'name': project_name, 'hours': 0}
projects_map[project_name]['hours'] += entry.duration_hours
projects_data = sorted(projects_map.values(), key=lambda x: x['hours'], reverse=True)
# Send email
send_weekly_summary(
user=user,
start_date=start_date.strftime('%Y-%m-%d'),
end_date=end_date.strftime('%Y-%m-%d'),
hours_worked=hours_worked,
projects_data=projects_data
)
summaries_sent += 1
logger.info(f"Sent weekly summary to {user.username}")
except Exception as e:
logger.error(f"Failed to send weekly summary to {user.username}: {e}")
logger.info(f"Sent {summaries_sent} weekly summaries")
return summaries_sent
except Exception as e:
logger.error(f"Error sending weekly summaries: {e}")
return 0
def check_project_budget_alerts():
"""Check all active projects for budget alerts
This task should be run periodically (e.g., every 6 hours) to check
project budgets and create alerts when thresholds are exceeded.
"""
try:
logger.info("Checking project budget alerts...")
# Get all active projects with budgets
projects = Project.query.filter(
Project.budget_amount.isnot(None),
Project.status == 'active'
).all()
logger.info(f"Found {len(projects)} active projects with budgets")
total_alerts_created = 0
for project in projects:
try:
# Check for budget alerts
alerts_to_create = check_budget_alerts(project.id)
# Create alerts
for alert_data in alerts_to_create:
alert = BudgetAlert.create_alert(
project_id=alert_data['project_id'],
alert_type=alert_data['type'],
budget_consumed_percent=alert_data['budget_consumed_percent'],
budget_amount=alert_data['budget_amount'],
consumed_amount=alert_data['consumed_amount']
)
total_alerts_created += 1
logger.info(f"Created {alert_data['type']} alert for project {project.name}")
except Exception as e:
logger.error(f"Error checking budget alerts for project {project.id}: {e}")
logger.info(f"Created {total_alerts_created} budget alerts")
return total_alerts_created
except Exception as e:
logger.error(f"Error checking project budget alerts: {e}")
return 0
def generate_recurring_invoices():
"""Generate invoices from active recurring invoice templates
This task should be run daily to check for recurring invoices that need to be generated.
"""
try:
logger.info("Generating recurring invoices...")
# Get all active recurring invoices that should generate today
today = datetime.utcnow().date()
recurring_invoices = RecurringInvoice.query.filter(
RecurringInvoice.is_active == True,
RecurringInvoice.next_run_date <= today
).all()
logger.info(f"Found {len(recurring_invoices)} recurring invoices to process")
invoices_generated = 0
emails_sent = 0
for recurring in recurring_invoices:
try:
# Check if we've reached the end date
if recurring.end_date and today > recurring.end_date:
logger.info(f"Recurring invoice {recurring.id} has reached end date, deactivating")
recurring.is_active = False
db.session.commit()
continue
# Generate invoice
invoice = recurring.generate_invoice()
if invoice:
db.session.commit()
invoices_generated += 1
logger.info(f"Generated invoice {invoice.invoice_number} from recurring template {recurring.name}")
# Auto-send if enabled
if recurring.auto_send and invoice.client_email:
try:
from app.utils.email import send_invoice_email
send_invoice_email(invoice, invoice.client_email, sender_user=recurring.creator)
emails_sent += 1
logger.info(f"Auto-sent invoice {invoice.invoice_number} to {invoice.client_email}")
except Exception as e:
logger.error(f"Failed to auto-send invoice {invoice.invoice_number}: {e}")
else:
logger.warning(f"Failed to generate invoice from recurring template {recurring.id}")
except Exception as e:
logger.error(f"Error processing recurring invoice {recurring.id}: {e}")
db.session.rollback()
logger.info(f"Generated {invoices_generated} invoices, sent {emails_sent} emails")
return invoices_generated
except Exception as e:
logger.error(f"Error generating recurring invoices: {e}")
return 0
def register_scheduled_tasks(scheduler):
"""Register all scheduled tasks with APScheduler
Args:
scheduler: APScheduler instance
"""
try:
# Check overdue invoices daily at 9 AM
scheduler.add_job(
func=check_overdue_invoices,
trigger='cron',
hour=9,
minute=0,
id='check_overdue_invoices',
name='Check for overdue invoices',
replace_existing=True
)
logger.info("Registered overdue invoices check task")
# Send weekly summaries every Monday at 8 AM
scheduler.add_job(
func=send_weekly_summaries,
trigger='cron',
day_of_week='mon',
hour=8,
minute=0,
id='send_weekly_summaries',
name='Send weekly time summaries',
replace_existing=True
)
logger.info("Registered weekly summaries task")
# Check budget alerts every 6 hours
scheduler.add_job(
func=check_project_budget_alerts,
trigger='cron',
hour='*/6',
minute=0,
id='check_budget_alerts',
name='Check project budget alerts',
replace_existing=True
)
logger.info("Registered budget alerts check task")
# Generate recurring invoices daily at 8 AM
scheduler.add_job(
func=generate_recurring_invoices,
trigger='cron',
hour=8,
minute=0,
id='generate_recurring_invoices',
name='Generate recurring invoices',
replace_existing=True
)
logger.info("Registered recurring invoices generation task")
except Exception as e:
logger.error(f"Error registering scheduled tasks: {e}")