a230071632
- Implemented a new HTML page for managing customer time pricing with Bootstrap styling. - Added navigation and responsive design elements. - Integrated JavaScript for loading customer data, editing rates, and handling modals for time entries and order creation. - Included theme toggle functionality and statistics display for customer rates. - Enhanced user experience with toast notifications for actions performed. docs: Create e-conomic Write Mode guide - Added comprehensive documentation for exporting approved time entries to e-conomic as draft orders. - Detailed safety flags for write operations, including read-only and dry-run modes. - Provided activation steps, error handling, and best practices for using the e-conomic integration. migrations: Add user_company field to contacts and e-conomic customer number to customers - Created migration to add user_company field to contacts for better organization tracking. - Added e-conomic customer number field to tmodule_customers for invoice export synchronization.
422 lines
18 KiB
PL/PgSQL
422 lines
18 KiB
PL/PgSQL
-- ============================================================================
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-- Migration 013: Tidsregistrering & Faktureringsmodul (Isoleret)
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-- ============================================================================
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-- Dette modul er 100% isoleret og kan slettes uden at påvirke eksisterende data.
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-- Alle tabeller har prefix 'tmodule_' for at markere tilhørsforhold til modulet.
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-- Ved uninstall køres DROP-scriptet i bunden af denne fil.
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-- ============================================================================
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-- Metadata tabel til at tracke modulets tilstand
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CREATE TABLE IF NOT EXISTS tmodule_metadata (
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id SERIAL PRIMARY KEY,
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module_version VARCHAR(20) NOT NULL DEFAULT '1.0.0',
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installed_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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installed_by INTEGER, -- Reference til users.id (read-only, ingen FK)
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last_sync_at TIMESTAMP,
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is_active BOOLEAN DEFAULT true,
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settings JSONB DEFAULT '{}'::jsonb
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);
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-- Indsæt initial metadata
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INSERT INTO tmodule_metadata (module_version, is_active)
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VALUES ('1.0.0', true)
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ON CONFLICT DO NOTHING;
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-- ============================================================================
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-- KUNDE-CACHE (read-only kopi fra vTiger for isolation)
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-- ============================================================================
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CREATE TABLE IF NOT EXISTS tmodule_customers (
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id SERIAL PRIMARY KEY,
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vtiger_id VARCHAR(50) UNIQUE NOT NULL, -- vTiger Account ID
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name VARCHAR(255) NOT NULL,
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email VARCHAR(255),
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hub_customer_id INTEGER, -- Reference til customers.id (OPTIONAL, read-only)
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hourly_rate DECIMAL(10,2), -- Kan override Hub-rate
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uses_time_card BOOLEAN DEFAULT false, -- Klippekort - faktureres eksternt
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vtiger_data JSONB, -- Original vTiger data for reference
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sync_hash VARCHAR(64), -- SHA256 af data for change detection
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP,
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last_synced_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
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);
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CREATE INDEX idx_tmodule_customers_vtiger ON tmodule_customers(vtiger_id);
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CREATE INDEX idx_tmodule_customers_hub ON tmodule_customers(hub_customer_id);
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CREATE INDEX idx_tmodule_customers_synced ON tmodule_customers(last_synced_at);
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-- ============================================================================
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-- CASE-CACHE (read-only kopi fra vTiger HelpDesk/ProjectTask)
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-- ============================================================================
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CREATE TABLE IF NOT EXISTS tmodule_cases (
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id SERIAL PRIMARY KEY,
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vtiger_id VARCHAR(50) UNIQUE NOT NULL, -- vTiger HelpDesk/ProjectTask ID
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customer_id INTEGER NOT NULL REFERENCES tmodule_customers(id) ON DELETE CASCADE,
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title VARCHAR(500) NOT NULL,
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description TEXT,
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status VARCHAR(50),
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priority VARCHAR(50),
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module_type VARCHAR(50), -- HelpDesk, ProjectTask, etc.
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vtiger_data JSONB,
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sync_hash VARCHAR(64),
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP,
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last_synced_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
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);
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CREATE INDEX idx_tmodule_cases_vtiger ON tmodule_cases(vtiger_id);
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CREATE INDEX idx_tmodule_cases_customer ON tmodule_cases(customer_id);
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CREATE INDEX idx_tmodule_cases_status ON tmodule_cases(status);
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CREATE INDEX idx_tmodule_cases_synced ON tmodule_cases(last_synced_at);
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-- ============================================================================
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-- TIDSREGISTRERINGER (read-only kopi fra vTiger ModComments)
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-- ============================================================================
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CREATE TABLE IF NOT EXISTS tmodule_times (
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id SERIAL PRIMARY KEY,
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vtiger_id VARCHAR(50) UNIQUE NOT NULL, -- vTiger ModComments ID
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case_id INTEGER NOT NULL REFERENCES tmodule_cases(id) ON DELETE CASCADE,
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customer_id INTEGER NOT NULL REFERENCES tmodule_customers(id) ON DELETE CASCADE,
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-- Original vTiger data
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description TEXT,
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original_hours DECIMAL(5,2) NOT NULL,
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worked_date DATE,
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user_name VARCHAR(255), -- vTiger user (read-only)
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-- Godkendelsesdata (ændres kun i modulet)
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status VARCHAR(20) DEFAULT 'pending', -- pending|approved|rejected|billed
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approved_hours DECIMAL(5,2),
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rounded_to DECIMAL(3,1), -- 0.5, 1.0, etc.
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approval_note TEXT,
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billable BOOLEAN DEFAULT true,
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approved_at TIMESTAMP,
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approved_by INTEGER, -- Reference til users.id (read-only)
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-- Metadata
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vtiger_data JSONB,
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sync_hash VARCHAR(64),
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP,
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last_synced_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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-- Constraints
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CONSTRAINT check_hours_positive CHECK (original_hours > 0),
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CONSTRAINT check_approved_hours CHECK (approved_hours IS NULL OR approved_hours > 0),
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CONSTRAINT check_status CHECK (status IN ('pending', 'approved', 'rejected', 'billed'))
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);
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CREATE INDEX idx_tmodule_times_vtiger ON tmodule_times(vtiger_id);
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CREATE INDEX idx_tmodule_times_case ON tmodule_times(case_id);
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CREATE INDEX idx_tmodule_times_customer ON tmodule_times(customer_id);
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CREATE INDEX idx_tmodule_times_status ON tmodule_times(status);
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CREATE INDEX idx_tmodule_times_date ON tmodule_times(worked_date);
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CREATE INDEX idx_tmodule_times_approved_by ON tmodule_times(approved_by);
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-- ============================================================================
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-- ORDRER (genereret fra godkendte tider)
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-- ============================================================================
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CREATE TABLE IF NOT EXISTS tmodule_orders (
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id SERIAL PRIMARY KEY,
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customer_id INTEGER NOT NULL REFERENCES tmodule_customers(id) ON DELETE CASCADE,
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hub_customer_id INTEGER, -- Reference til customers.id (read-only)
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-- Order metadata
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order_number VARCHAR(50), -- Auto-generated: TT-YYYYMMDD-XXX
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order_date DATE DEFAULT CURRENT_DATE,
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status VARCHAR(20) DEFAULT 'draft', -- draft|exported|sent|cancelled
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-- Beløb
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total_hours DECIMAL(8,2) NOT NULL DEFAULT 0,
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hourly_rate DECIMAL(10,2) NOT NULL,
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subtotal DECIMAL(12,2) NOT NULL DEFAULT 0,
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vat_rate DECIMAL(5,2) DEFAULT 25.00, -- Danish VAT
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vat_amount DECIMAL(12,2) NOT NULL DEFAULT 0,
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total_amount DECIMAL(12,2) NOT NULL DEFAULT 0,
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-- e-conomic integration
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economic_draft_id INTEGER,
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economic_order_number VARCHAR(50),
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exported_at TIMESTAMP,
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exported_by INTEGER, -- Reference til users.id (read-only)
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-- Metadata
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notes TEXT,
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP,
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created_by INTEGER, -- Reference til users.id (read-only)
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CONSTRAINT check_total_hours CHECK (total_hours >= 0),
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CONSTRAINT check_amounts CHECK (subtotal >= 0 AND vat_amount >= 0 AND total_amount >= 0),
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CONSTRAINT check_status CHECK (status IN ('draft', 'exported', 'sent', 'cancelled'))
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);
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CREATE INDEX idx_tmodule_orders_customer ON tmodule_orders(customer_id);
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CREATE INDEX idx_tmodule_orders_status ON tmodule_orders(status);
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CREATE INDEX idx_tmodule_orders_date ON tmodule_orders(order_date);
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CREATE INDEX idx_tmodule_orders_economic ON tmodule_orders(economic_draft_id);
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CREATE UNIQUE INDEX idx_tmodule_orders_number ON tmodule_orders(order_number) WHERE order_number IS NOT NULL;
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-- ============================================================================
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-- ORDRE-LINJER (detaljer pr. case eller gruppering)
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-- ============================================================================
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CREATE TABLE IF NOT EXISTS tmodule_order_lines (
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id SERIAL PRIMARY KEY,
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order_id INTEGER NOT NULL REFERENCES tmodule_orders(id) ON DELETE CASCADE,
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case_id INTEGER REFERENCES tmodule_cases(id) ON DELETE SET NULL,
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-- Linje-detaljer
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line_number INTEGER NOT NULL,
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description TEXT NOT NULL,
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quantity DECIMAL(8,2) NOT NULL, -- Timer
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unit_price DECIMAL(10,2) NOT NULL,
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line_total DECIMAL(12,2) NOT NULL,
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-- Reference til tidsregistreringer
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time_entry_ids INTEGER[], -- Array af tmodule_times.id
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-- e-conomic mapping
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product_number VARCHAR(50),
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account_number VARCHAR(50),
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT check_line_number CHECK (line_number > 0),
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CONSTRAINT check_quantity CHECK (quantity > 0),
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CONSTRAINT check_amounts_line CHECK (unit_price >= 0 AND line_total >= 0)
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);
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CREATE INDEX idx_tmodule_order_lines_order ON tmodule_order_lines(order_id);
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CREATE INDEX idx_tmodule_order_lines_case ON tmodule_order_lines(case_id);
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-- ============================================================================
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-- AUDIT LOG (fuld sporbarhed af alle handlinger)
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-- ============================================================================
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CREATE TABLE IF NOT EXISTS tmodule_sync_log (
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id SERIAL PRIMARY KEY,
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event_type VARCHAR(50) NOT NULL, -- sync_started|sync_completed|approval|rejection|export|uninstall
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entity_type VARCHAR(50), -- time_entry|order|customer|case
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entity_id INTEGER,
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user_id INTEGER, -- Reference til users.id (read-only)
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-- Event-specifik data
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details JSONB,
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-- Metadata
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ip_address INET,
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user_agent TEXT,
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT check_event_type CHECK (event_type IN (
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'sync_started', 'sync_completed', 'sync_failed',
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'approval', 'rejection', 'bulk_approval',
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'order_created', 'order_updated', 'order_cancelled',
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'export_started', 'export_completed', 'export_failed',
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'module_installed', 'module_uninstalled'
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))
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);
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CREATE INDEX idx_tmodule_sync_log_event ON tmodule_sync_log(event_type);
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CREATE INDEX idx_tmodule_sync_log_entity ON tmodule_sync_log(entity_type, entity_id);
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CREATE INDEX idx_tmodule_sync_log_user ON tmodule_sync_log(user_id);
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CREATE INDEX idx_tmodule_sync_log_created ON tmodule_sync_log(created_at DESC);
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-- ============================================================================
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-- TRIGGERS FOR AUTO-UPDATE TIMESTAMPS
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-- ============================================================================
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CREATE OR REPLACE FUNCTION tmodule_update_timestamp()
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RETURNS TRIGGER AS $$
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BEGIN
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NEW.updated_at = CURRENT_TIMESTAMP;
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RETURN NEW;
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END;
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$$ LANGUAGE plpgsql;
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CREATE TRIGGER tmodule_customers_update
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BEFORE UPDATE ON tmodule_customers
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FOR EACH ROW EXECUTE FUNCTION tmodule_update_timestamp();
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CREATE TRIGGER tmodule_cases_update
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BEFORE UPDATE ON tmodule_cases
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FOR EACH ROW EXECUTE FUNCTION tmodule_update_timestamp();
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CREATE TRIGGER tmodule_times_update
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BEFORE UPDATE ON tmodule_times
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FOR EACH ROW EXECUTE FUNCTION tmodule_update_timestamp();
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CREATE TRIGGER tmodule_orders_update
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BEFORE UPDATE ON tmodule_orders
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FOR EACH ROW EXECUTE FUNCTION tmodule_update_timestamp();
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-- ============================================================================
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-- AUTO-GENERATE ORDER NUMBERS
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-- ============================================================================
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CREATE OR REPLACE FUNCTION tmodule_generate_order_number()
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RETURNS TRIGGER AS $$
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DECLARE
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date_prefix VARCHAR(8);
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seq_num INTEGER;
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new_number VARCHAR(50);
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BEGIN
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IF NEW.order_number IS NULL THEN
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-- Format: TT-YYYYMMDD-XXX
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date_prefix := TO_CHAR(CURRENT_DATE, 'YYYYMMDD');
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-- Find næste sekvensnummer for dagen
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SELECT COALESCE(MAX(
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CAST(SUBSTRING(order_number FROM 'TT-\d{8}-(\d+)') AS INTEGER)
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), 0) + 1
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INTO seq_num
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FROM tmodule_orders
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WHERE order_number LIKE 'TT-' || date_prefix || '-%';
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new_number := 'TT-' || date_prefix || '-' || LPAD(seq_num::TEXT, 3, '0');
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NEW.order_number := new_number;
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END IF;
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RETURN NEW;
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END;
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$$ LANGUAGE plpgsql;
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CREATE TRIGGER tmodule_orders_generate_number
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BEFORE INSERT ON tmodule_orders
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FOR EACH ROW EXECUTE FUNCTION tmodule_generate_order_number();
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-- ============================================================================
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-- VIEWS FOR COMMON QUERIES
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-- ============================================================================
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-- Oversigt over godkendelsesstatus pr. kunde
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CREATE OR REPLACE VIEW tmodule_approval_stats AS
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SELECT
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c.id AS customer_id,
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c.name AS customer_name,
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c.vtiger_id AS customer_vtiger_id,
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c.uses_time_card AS uses_time_card,
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COUNT(t.id) FILTER (WHERE t.billable = true AND t.vtiger_data->>'cf_timelog_invoiced' = '0') AS total_entries,
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COUNT(t.id) FILTER (WHERE t.billable = true AND t.status = 'pending' AND t.vtiger_data->>'cf_timelog_invoiced' = '0') AS pending_count,
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COUNT(t.id) FILTER (WHERE t.billable = true AND t.status = 'approved' AND t.vtiger_data->>'cf_timelog_invoiced' = '0') AS approved_count,
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COUNT(t.id) FILTER (WHERE t.billable = true AND t.status = 'rejected' AND t.vtiger_data->>'cf_timelog_invoiced' = '0') AS rejected_count,
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COUNT(t.id) FILTER (WHERE t.billable = true AND t.status = 'billed' AND t.vtiger_data->>'cf_timelog_invoiced' = '0') AS billed_count,
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SUM(t.original_hours) FILTER (WHERE t.billable = true AND t.vtiger_data->>'cf_timelog_invoiced' = '0') AS total_original_hours,
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SUM(t.approved_hours) FILTER (WHERE t.billable = true AND t.status = 'approved' AND t.vtiger_data->>'cf_timelog_invoiced' = '0') AS total_approved_hours,
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MAX(t.worked_date) FILTER (WHERE t.billable = true AND t.vtiger_data->>'cf_timelog_invoiced' = '0') AS latest_work_date,
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MAX(t.last_synced_at) FILTER (WHERE t.billable = true AND t.vtiger_data->>'cf_timelog_invoiced' = '0') AS last_sync
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FROM tmodule_customers c
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LEFT JOIN tmodule_times t ON c.id = t.customer_id
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GROUP BY c.id, c.name, c.vtiger_id, c.uses_time_card;
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-- Næste tid der skal godkendes (wizard helper)
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CREATE OR REPLACE VIEW tmodule_next_pending AS
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SELECT
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t.*,
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COALESCE(c.vtiger_data->>'case_no', c.title)::VARCHAR(500) AS case_title,
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c.status AS case_status,
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c.vtiger_id AS case_vtiger_id,
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cust.name AS customer_name,
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cust.hourly_rate AS customer_rate
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FROM tmodule_times t
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JOIN tmodule_cases c ON t.case_id = c.id
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JOIN tmodule_customers cust ON t.customer_id = cust.id
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WHERE t.status = 'pending'
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AND t.billable = true -- Only billable timelogs
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AND t.vtiger_data->>'cf_timelog_invoiced' = '0' -- Only not-invoiced timelogs
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ORDER BY cust.name, c.title, t.worked_date;
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-- Order summary med linjer
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CREATE OR REPLACE VIEW tmodule_order_details AS
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SELECT
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o.id AS order_id,
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o.order_number,
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o.order_date,
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o.status AS order_status,
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o.total_hours,
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o.total_amount,
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o.economic_draft_id,
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c.name AS customer_name,
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c.vtiger_id AS customer_vtiger_id,
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COUNT(DISTINCT l.id) AS line_count,
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COUNT(DISTINCT t.id) AS time_entry_count
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FROM tmodule_orders o
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JOIN tmodule_customers c ON o.customer_id = c.id
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LEFT JOIN tmodule_order_lines l ON o.id = l.order_id
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LEFT JOIN tmodule_times t ON t.id = ANY(l.time_entry_ids)
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GROUP BY o.id, o.order_number, o.order_date, o.status, o.total_hours,
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o.total_amount, o.economic_draft_id, c.name, c.vtiger_id;
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-- ============================================================================
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-- COMMENTS FOR DOCUMENTATION
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-- ============================================================================
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COMMENT ON TABLE tmodule_metadata IS 'Metadata og konfiguration for tidsregistreringsmodulet';
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COMMENT ON TABLE tmodule_customers IS 'Read-only cache af vTiger kunder (isoleret kopi)';
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COMMENT ON TABLE tmodule_cases IS 'Read-only cache af vTiger cases/projekter (isoleret kopi)';
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COMMENT ON TABLE tmodule_times IS 'Tidsregistreringer importeret fra vTiger med godkendelsesstatus';
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COMMENT ON TABLE tmodule_orders IS 'Genererede ordrer fra godkendte tider';
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COMMENT ON TABLE tmodule_order_lines IS 'Ordre-linjer med reference til tidsregistreringer';
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COMMENT ON TABLE tmodule_sync_log IS 'Fuld audit log af alle modulhandlinger';
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COMMENT ON COLUMN tmodule_times.status IS 'pending=Afventer godkendelse, approved=Godkendt, rejected=Afvist, billed=Faktureret';
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COMMENT ON COLUMN tmodule_times.approved_hours IS 'Timer efter brugerens godkendelse og evt. afrunding';
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COMMENT ON COLUMN tmodule_times.rounded_to IS 'Afrundingsinterval brugt (0.5, 1.0, etc.)';
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COMMENT ON COLUMN tmodule_orders.status IS 'draft=Kladde, exported=Sendt til e-conomic, sent=Sendt til kunde, cancelled=Annulleret';
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-- ============================================================================
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-- INITIAL DATA LOG
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-- ============================================================================
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INSERT INTO tmodule_sync_log (event_type, details)
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VALUES (
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'module_installed',
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jsonb_build_object(
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'version', '1.0.0',
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'migration', '013_timetracking_module.sql',
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'timestamp', CURRENT_TIMESTAMP
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)
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);
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-- ============================================================================
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-- UNINSTALL SCRIPT (bruges ved modul-sletning)
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-- ============================================================================
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-- ADVARSEL: Dette script sletter ALLE data i modulet!
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-- Kør kun hvis modulet skal fjernes fuldstændigt.
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--
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-- For at uninstalle, kør følgende kommandoer i rækkefølge:
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--
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-- DROP VIEW IF EXISTS tmodule_order_details CASCADE;
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-- DROP VIEW IF EXISTS tmodule_next_pending CASCADE;
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-- DROP VIEW IF EXISTS tmodule_approval_stats CASCADE;
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--
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-- DROP TRIGGER IF EXISTS tmodule_orders_generate_number ON tmodule_orders;
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-- DROP TRIGGER IF EXISTS tmodule_orders_update ON tmodule_orders;
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-- DROP TRIGGER IF EXISTS tmodule_times_update ON tmodule_times;
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-- DROP TRIGGER IF EXISTS tmodule_cases_update ON tmodule_cases;
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-- DROP TRIGGER IF EXISTS tmodule_customers_update ON tmodule_customers;
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--
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-- DROP FUNCTION IF EXISTS tmodule_generate_order_number() CASCADE;
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-- DROP FUNCTION IF EXISTS tmodule_update_timestamp() CASCADE;
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--
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-- DROP TABLE IF EXISTS tmodule_sync_log CASCADE;
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-- DROP TABLE IF EXISTS tmodule_order_lines CASCADE;
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-- DROP TABLE IF EXISTS tmodule_orders CASCADE;
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-- DROP TABLE IF EXISTS tmodule_times CASCADE;
|
|
-- DROP TABLE IF EXISTS tmodule_cases CASCADE;
|
|
-- DROP TABLE IF EXISTS tmodule_customers CASCADE;
|
|
-- DROP TABLE IF EXISTS tmodule_metadata CASCADE;
|
|
--
|
|
-- -- Log uninstall i system log hvis muligt
|
|
-- -- (Dette vil fejle hvis tmodule_sync_log er droppet, men det er OK)
|
|
-- DO $$
|
|
-- BEGIN
|
|
-- IF EXISTS (SELECT 1 FROM information_schema.tables WHERE table_name = 'tmodule_sync_log') THEN
|
|
-- INSERT INTO tmodule_sync_log (event_type, details)
|
|
-- VALUES ('module_uninstalled', jsonb_build_object('timestamp', CURRENT_TIMESTAMP));
|
|
-- END IF;
|
|
-- EXCEPTION WHEN OTHERS THEN
|
|
-- -- Ignorer fejl - tabellen er måske allerede slettet
|
|
-- NULL;
|
|
-- END $$;
|
|
--
|
|
-- ============================================================================
|