violet_rails icon indicating copy to clipboard operation
violet_rails copied to clipboard

add external API connection for sending report of billables

Open donrestarone opened this issue 2 years ago • 2 comments
trafficstars

Is your feature request related to a problem? Please describe.

We introduced the time tracker (timesheet app) in 0.9.77: https://github.com/restarone/violet_rails/releases/tag/0.9.77

We want to add a feature to see a daily report of billables per client, that shows on a per customer basis

  1. total hours billed week to date (beginning of the week to run date)
  2. total hours billed month to date (beginning of the month to run date)
  3. total hours billed today with breakdown of tasks

Implementation plan

Develop an external API Connection that runs daily and sends the email to a list of emails that are injected via Metadata (so this list can be updated easily)

Screen Shot 2023-04-06 at 1 26 19 PM

The shape of the API Namespace Screen Shot 2023-04-06 at 1 29 08 PM

Screen Shot 2023-04-06 at 1 26 29 PM

Examples

using metadata to set variables for the execution context:

Screen Shot 2023-04-06 at 1 34 34 PM

PR that introduced the time tracker app: https://github.com/restarone/violet_rails/releases/tag/0.9.77

donrestarone avatar Apr 06 '23 17:04 donrestarone

inspired by

Copper CRM: https://prosperworks.slack.com/archives/C03A6TATJGJ/p1680802330542759?thread_ts=1680793208.374589&cid=C03A6TATJGJ

Forthspace Inc: https://mail.google.com/mail/u/1/#search/roger/FMfcgzGsltJTFpVBsRblGjtGgwxjlLzl

donrestarone avatar Apr 06 '23 17:04 donrestarone

Pull request: https://github.com/restarone/violet_rails/pull/1521

Billable report Plugin documentation: https://github.com/restarone/violet_rails/issues/1538

How to create a Violet Plugin: https://github.com/restarone/violet_rails/issues/1539

donrestarone avatar Apr 22 '23 15:04 donrestarone