Files
KanzlAI-mGMT/backend/internal/services/time_entry_service.go
m 238811727d feat: time tracking + billing — hourly rates, time entries, invoices (P1)
Database: time_entries, billing_rates, invoices tables with RLS.
Backend: CRUD services+handlers for time entries, billing rates, invoices.
  - Time entries: list/create/update/delete, summary by case/user/month
  - Billing rates: upsert with auto-close previous, current rate lookup
  - Invoices: create with auto-number (RE-YYYY-NNN), status transitions
    (draft->sent->paid, cancellation), link time entries on invoice create
API: 11 new endpoints under /api/time-entries, /api/billing-rates, /api/invoices
Frontend: Zeiterfassung tab on case detail, /abrechnung overview with filters,
  /abrechnung/rechnungen list+detail with status actions, billing rates settings
Also: resolved merge conflicts between audit-trail and role-based branches,
  added missing types (Notification, AuditLogResponse, NotificationPreferences)
2026-03-30 11:24:36 +02:00

277 lines
8.0 KiB
Go

package services
import (
"context"
"database/sql"
"fmt"
"github.com/google/uuid"
"github.com/jmoiron/sqlx"
"mgit.msbls.de/m/KanzlAI-mGMT/internal/models"
)
type TimeEntryService struct {
db *sqlx.DB
audit *AuditService
}
func NewTimeEntryService(db *sqlx.DB, audit *AuditService) *TimeEntryService {
return &TimeEntryService{db: db, audit: audit}
}
type CreateTimeEntryInput struct {
CaseID uuid.UUID `json:"case_id"`
Date string `json:"date"`
DurationMinutes int `json:"duration_minutes"`
Description string `json:"description"`
Activity *string `json:"activity,omitempty"`
Billable *bool `json:"billable,omitempty"`
HourlyRate *float64 `json:"hourly_rate,omitempty"`
}
type UpdateTimeEntryInput struct {
Date *string `json:"date,omitempty"`
DurationMinutes *int `json:"duration_minutes,omitempty"`
Description *string `json:"description,omitempty"`
Activity *string `json:"activity,omitempty"`
Billable *bool `json:"billable,omitempty"`
HourlyRate *float64 `json:"hourly_rate,omitempty"`
}
type TimeEntryFilter struct {
CaseID *uuid.UUID
UserID *uuid.UUID
From string
To string
Limit int
Offset int
}
type TimeEntrySummary struct {
GroupKey string `db:"group_key" json:"group_key"`
TotalMinutes int `db:"total_minutes" json:"total_minutes"`
BillableMinutes int `db:"billable_minutes" json:"billable_minutes"`
TotalAmount float64 `db:"total_amount" json:"total_amount"`
EntryCount int `db:"entry_count" json:"entry_count"`
}
const timeEntryCols = `id, tenant_id, case_id, user_id, date, duration_minutes, description,
activity, billable, billed, invoice_id, hourly_rate, created_at, updated_at`
func (s *TimeEntryService) ListForCase(ctx context.Context, tenantID, caseID uuid.UUID) ([]models.TimeEntry, error) {
var entries []models.TimeEntry
err := s.db.SelectContext(ctx, &entries,
`SELECT `+timeEntryCols+` FROM time_entries
WHERE tenant_id = $1 AND case_id = $2
ORDER BY date DESC, created_at DESC`,
tenantID, caseID)
if err != nil {
return nil, fmt.Errorf("list time entries for case: %w", err)
}
return entries, nil
}
func (s *TimeEntryService) List(ctx context.Context, tenantID uuid.UUID, filter TimeEntryFilter) ([]models.TimeEntry, int, error) {
if filter.Limit <= 0 {
filter.Limit = 20
}
if filter.Limit > 100 {
filter.Limit = 100
}
where := "WHERE tenant_id = $1"
args := []any{tenantID}
argIdx := 2
if filter.CaseID != nil {
where += fmt.Sprintf(" AND case_id = $%d", argIdx)
args = append(args, *filter.CaseID)
argIdx++
}
if filter.UserID != nil {
where += fmt.Sprintf(" AND user_id = $%d", argIdx)
args = append(args, *filter.UserID)
argIdx++
}
if filter.From != "" {
where += fmt.Sprintf(" AND date >= $%d", argIdx)
args = append(args, filter.From)
argIdx++
}
if filter.To != "" {
where += fmt.Sprintf(" AND date <= $%d", argIdx)
args = append(args, filter.To)
argIdx++
}
var total int
err := s.db.GetContext(ctx, &total,
"SELECT COUNT(*) FROM time_entries "+where, args...)
if err != nil {
return nil, 0, fmt.Errorf("count time entries: %w", err)
}
query := fmt.Sprintf("SELECT %s FROM time_entries %s ORDER BY date DESC, created_at DESC LIMIT $%d OFFSET $%d",
timeEntryCols, where, argIdx, argIdx+1)
args = append(args, filter.Limit, filter.Offset)
var entries []models.TimeEntry
err = s.db.SelectContext(ctx, &entries, query, args...)
if err != nil {
return nil, 0, fmt.Errorf("list time entries: %w", err)
}
return entries, total, nil
}
func (s *TimeEntryService) GetByID(ctx context.Context, tenantID, entryID uuid.UUID) (*models.TimeEntry, error) {
var entry models.TimeEntry
err := s.db.GetContext(ctx, &entry,
`SELECT `+timeEntryCols+` FROM time_entries WHERE tenant_id = $1 AND id = $2`,
tenantID, entryID)
if err == sql.ErrNoRows {
return nil, nil
}
if err != nil {
return nil, fmt.Errorf("get time entry: %w", err)
}
return &entry, nil
}
func (s *TimeEntryService) Create(ctx context.Context, tenantID, userID uuid.UUID, input CreateTimeEntryInput) (*models.TimeEntry, error) {
billable := true
if input.Billable != nil {
billable = *input.Billable
}
// If no hourly rate provided, look up the current billing rate
hourlyRate := input.HourlyRate
if hourlyRate == nil {
var rate float64
err := s.db.GetContext(ctx, &rate,
`SELECT rate FROM billing_rates
WHERE tenant_id = $1 AND (user_id = $2 OR user_id IS NULL)
AND valid_from <= $3 AND (valid_to IS NULL OR valid_to >= $3)
ORDER BY user_id NULLS LAST LIMIT 1`,
tenantID, userID, input.Date)
if err == nil {
hourlyRate = &rate
}
}
var entry models.TimeEntry
err := s.db.QueryRowxContext(ctx,
`INSERT INTO time_entries (tenant_id, case_id, user_id, date, duration_minutes, description, activity, billable, hourly_rate)
VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9)
RETURNING `+timeEntryCols,
tenantID, input.CaseID, userID, input.Date, input.DurationMinutes, input.Description, input.Activity, billable, hourlyRate,
).StructScan(&entry)
if err != nil {
return nil, fmt.Errorf("create time entry: %w", err)
}
s.audit.Log(ctx, "create", "time_entry", &entry.ID, nil, entry)
return &entry, nil
}
func (s *TimeEntryService) Update(ctx context.Context, tenantID, entryID uuid.UUID, input UpdateTimeEntryInput) (*models.TimeEntry, error) {
old, err := s.GetByID(ctx, tenantID, entryID)
if err != nil {
return nil, err
}
if old == nil {
return nil, fmt.Errorf("time entry not found")
}
if old.Billed {
return nil, fmt.Errorf("cannot update a billed time entry")
}
var entry models.TimeEntry
err = s.db.QueryRowxContext(ctx,
`UPDATE time_entries SET
date = COALESCE($3, date),
duration_minutes = COALESCE($4, duration_minutes),
description = COALESCE($5, description),
activity = COALESCE($6, activity),
billable = COALESCE($7, billable),
hourly_rate = COALESCE($8, hourly_rate),
updated_at = now()
WHERE tenant_id = $1 AND id = $2
RETURNING `+timeEntryCols,
tenantID, entryID, input.Date, input.DurationMinutes, input.Description, input.Activity, input.Billable, input.HourlyRate,
).StructScan(&entry)
if err != nil {
return nil, fmt.Errorf("update time entry: %w", err)
}
s.audit.Log(ctx, "update", "time_entry", &entry.ID, old, entry)
return &entry, nil
}
func (s *TimeEntryService) Delete(ctx context.Context, tenantID, entryID uuid.UUID) error {
old, err := s.GetByID(ctx, tenantID, entryID)
if err != nil {
return err
}
if old == nil {
return fmt.Errorf("time entry not found")
}
if old.Billed {
return fmt.Errorf("cannot delete a billed time entry")
}
_, err = s.db.ExecContext(ctx,
`DELETE FROM time_entries WHERE tenant_id = $1 AND id = $2`,
tenantID, entryID)
if err != nil {
return fmt.Errorf("delete time entry: %w", err)
}
s.audit.Log(ctx, "delete", "time_entry", &entryID, old, nil)
return nil
}
func (s *TimeEntryService) Summary(ctx context.Context, tenantID uuid.UUID, groupBy string, from, to string) ([]TimeEntrySummary, error) {
var groupExpr string
switch groupBy {
case "user":
groupExpr = "user_id::text"
case "month":
groupExpr = "to_char(date, 'YYYY-MM')"
default:
groupExpr = "case_id::text"
}
where := "WHERE tenant_id = $1"
args := []any{tenantID}
argIdx := 2
if from != "" {
where += fmt.Sprintf(" AND date >= $%d", argIdx)
args = append(args, from)
argIdx++
}
if to != "" {
where += fmt.Sprintf(" AND date <= $%d", argIdx)
args = append(args, to)
argIdx++
}
query := fmt.Sprintf(`SELECT %s AS group_key,
SUM(duration_minutes) AS total_minutes,
SUM(CASE WHEN billable THEN duration_minutes ELSE 0 END) AS billable_minutes,
SUM(CASE WHEN billable AND hourly_rate IS NOT NULL THEN duration_minutes * hourly_rate / 60.0 ELSE 0 END) AS total_amount,
COUNT(*) AS entry_count
FROM time_entries %s
GROUP BY %s
ORDER BY %s`,
groupExpr, where, groupExpr, groupExpr)
var summaries []TimeEntrySummary
err := s.db.SelectContext(ctx, &summaries, query, args...)
if err != nil {
return nil, fmt.Errorf("time entry summary: %w", err)
}
return summaries, nil
}