recurring, tax exempt, badge

src/index.js

@@ -21,6 +21,9 @@ const settingsRoutes = require('./routes/settings');
 // Import PDF service for browser initialization
 const { setBrowser } = require('./services/pdf-service');
 
+// Import recurring invoice scheduler
+const { startRecurringScheduler } = require('./services/recurring-service');
+
 const app = express();
 const PORT = process.env.PORT || 3000;
 
@@ -113,6 +116,9 @@ async function startServer() {
     app.listen(PORT, () => {
         console.log(`Quote System running on port ${PORT}`);
     });
+
+    // Start recurring invoice scheduler (checks every 24h)
+    startRecurringScheduler();
 }
 
 // Graceful shutdown

src/routes/invoices.js

@@ -13,6 +13,16 @@ const { getBrowser, generatePdfFromHtml, getLogoHtml, renderInvoiceItems, format
 const { exportInvoiceToQbo, syncInvoiceToQbo } = require('../services/qbo-service');
 const { getOAuthClient, getQboBaseUrl, makeQboApiCall } = require('../config/qbo');
 
+function calculateNextRecurringDate(invoiceDate, interval) {
+    const d = new Date(invoiceDate);
+    if (interval === 'monthly') {
+        d.setMonth(d.getMonth() + 1);
+    } else if (interval === 'yearly') {
+        d.setFullYear(d.getFullYear() + 1);
+    }
+    return d.toISOString().split('T')[0];
+}
+
 // GET all invoices
 router.get('/', async (req, res) => {
     try {
@@ -81,7 +91,7 @@ router.get('/:id', async (req, res) => {
 
 // POST create invoice
 router.post('/', async (req, res) => {
-    const { invoice_number, customer_id, invoice_date, terms, auth_code, tax_exempt, items, scheduled_send_date, bill_to_name, created_from_quote_id } = req.body;
+    const { invoice_number, customer_id, invoice_date, terms, auth_code, tax_exempt, items, scheduled_send_date, bill_to_name, created_from_quote_id, is_recurring, recurring_interval } = req.body;
 
     const client = await pool.connect();
     try {
@@ -112,11 +122,11 @@ router.post('/', async (req, res) => {
         const tax_rate = 8.25;
         const tax_amount = tax_exempt ? 0 : (subtotal * tax_rate / 100);
         const total = subtotal + tax_amount;
-
+        const next_recurring_date = is_recurring ? calculateNextRecurringDate(invoice_date, recurring_interval) : null;
         const invoiceResult = await client.query(
-            `INSERT INTO invoices (invoice_number, customer_id, invoice_date, terms, auth_code, tax_exempt, tax_rate, subtotal, tax_amount, total, scheduled_send_date, bill_to_name, created_from_quote_id)
-             VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12, $13) RETURNING *`,
-            [tempNumber, customer_id, invoice_date, terms, auth_code, tax_exempt, tax_rate, subtotal, tax_amount, total, scheduled_send_date || null, bill_to_name || null, created_from_quote_id]
+                `INSERT INTO invoices (invoice_number, customer_id, invoice_date, terms, auth_code, tax_exempt, tax_rate, subtotal, tax_amount, total, scheduled_send_date, bill_to_name, created_from_quote_id, is_recurring, recurring_interval, next_recurring_date)
+                    VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12, $13, $14, $15, $16) RETURNING *`,
+                [tempNumber, customer_id, invoice_date, terms, auth_code, tax_exempt, tax_rate, subtotal, tax_amount, total, scheduled_send_date || null, bill_to_name || null, created_from_quote_id, is_recurring || false, recurring_interval || null, next_recurring_date]
         );
         const invoiceId = invoiceResult.rows[0].id;
 
@@ -158,7 +168,7 @@ router.post('/', async (req, res) => {
 // PUT update invoice
 router.put('/:id', async (req, res) => {
     const { id } = req.params;
-    const { invoice_number, customer_id, invoice_date, terms, auth_code, tax_exempt, items, scheduled_send_date, bill_to_name } = req.body;
+    const { invoice_number, customer_id, invoice_date, terms, auth_code, tax_exempt, items, scheduled_send_date, bill_to_name, is_recurring, recurring_interval } = req.body;
 
     const client = await pool.connect();
     try {
@@ -204,7 +214,11 @@ router.put('/:id', async (req, res) => {
                 [customer_id, invoice_date, terms, auth_code, tax_exempt, tax_rate, subtotal, tax_amount, total, scheduled_send_date || null, bill_to_name || null, id]
             );
         }
-
+        const next_recurring_date = is_recurring ? calculateNextRecurringDate(invoice_date, recurring_interval) : null;
+        await client.query(
+            'UPDATE invoices SET is_recurring = $1, recurring_interval = $2, next_recurring_date = $3 WHERE id = $4',
+            [is_recurring || false, recurring_interval || null, next_recurring_date, id]
+        );
         // Delete and re-insert items
         await client.query('DELETE FROM invoice_items WHERE invoice_id = $1', [id]);
         for (let i = 0; i < items.length; i++) {

src/services/recurring-service.js

@@ -0,0 +1,174 @@
+/**
+ * Recurring Invoice Service
+ * Checks daily for recurring invoices that are due and creates new copies.
+ * 
+ * Logic:
+ * - Runs every 24h (and once on startup after 60s delay)
+ * - Finds invoices where is_recurring=true AND next_recurring_date <= today
+ * - Creates a copy with updated invoice_date = next_recurring_date
+ * - Advances next_recurring_date by the interval (monthly/yearly)
+ * - Auto-exports to QBO if customer is linked
+ */
+const { pool } = require('../config/database');
+const { exportInvoiceToQbo } = require('./qbo-service');
+
+const CHECK_INTERVAL_MS = 24 * 60 * 60 * 1000; // 24 hours
+const STARTUP_DELAY_MS = 60 * 1000; // 60 seconds after boot
+
+/**
+ * Calculate next date based on interval
+ */
+function advanceDate(dateStr, interval) {
+    const d = new Date(dateStr);
+    if (interval === 'monthly') {
+        d.setMonth(d.getMonth() + 1);
+    } else if (interval === 'yearly') {
+        d.setFullYear(d.getFullYear() + 1);
+    }
+    return d.toISOString().split('T')[0];
+}
+
+/**
+ * Process all due recurring invoices
+ */
+async function processRecurringInvoices() {
+    const today = new Date().toISOString().split('T')[0];
+    console.log(`🔄 [RECURRING] Checking for due recurring invoices (today: ${today})...`);
+
+    const client = await pool.connect();
+    try {
+        // Find all recurring invoices that are due
+        const dueResult = await client.query(`
+            SELECT i.*, c.qbo_id as customer_qbo_id, c.name as customer_name
+            FROM invoices i
+            LEFT JOIN customers c ON i.customer_id = c.id
+            WHERE i.is_recurring = true 
+              AND i.next_recurring_date IS NOT NULL
+              AND i.next_recurring_date <= $1
+        `, [today]);
+
+        if (dueResult.rows.length === 0) {
+            console.log('🔄 [RECURRING] No recurring invoices due.');
+            return { created: 0 };
+        }
+
+        console.log(`🔄 [RECURRING] Found ${dueResult.rows.length} recurring invoice(s) due.`);
+
+        let created = 0;
+
+        for (const source of dueResult.rows) {
+            await client.query('BEGIN');
+
+            try {
+                // Load items from the source invoice
+                const itemsResult = await client.query(
+                    'SELECT * FROM invoice_items WHERE invoice_id = $1 ORDER BY item_order',
+                    [source.id]
+                );
+
+                const newInvoiceDate = source.next_recurring_date.toISOString().split('T')[0];
+
+                // Create the new invoice (no invoice_number — QBO will assign one)
+                const newInvoice = await client.query(
+                    `INSERT INTO invoices (
+                        invoice_number, customer_id, invoice_date, terms, auth_code,
+                        tax_exempt, tax_rate, subtotal, tax_amount, total,
+                        bill_to_name, recurring_source_id
+                    ) VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12)
+                    RETURNING *`,
+                    [
+                        `DRAFT-${Date.now()}`,  // Temporary, QBO export will assign real number
+                        source.customer_id,
+                        newInvoiceDate,
+                        source.terms,
+                        source.auth_code,
+                        source.tax_exempt,
+                        source.tax_rate,
+                        source.subtotal,
+                        source.tax_amount,
+                        source.total,
+                        source.bill_to_name,
+                        source.id
+                    ]
+                );
+
+                const newInvoiceId = newInvoice.rows[0].id;
+
+                // Copy items
+                for (let i = 0; i < itemsResult.rows.length; i++) {
+                    const item = itemsResult.rows[i];
+                    await client.query(
+                        `INSERT INTO invoice_items (invoice_id, quantity, description, rate, amount, item_order, qbo_item_id)
+                         VALUES ($1, $2, $3, $4, $5, $6, $7)`,
+                        [newInvoiceId, item.quantity, item.description, item.rate, item.amount, i, item.qbo_item_id || '9']
+                    );
+                }
+
+                // Advance the source invoice's next_recurring_date
+                const nextDate = advanceDate(source.next_recurring_date, source.recurring_interval);
+                await client.query(
+                    'UPDATE invoices SET next_recurring_date = $1, updated_at = CURRENT_TIMESTAMP WHERE id = $2',
+                    [nextDate, source.id]
+                );
+
+                await client.query('COMMIT');
+
+                console.log(`   ✅ Created recurring invoice from #${source.invoice_number || source.id} → new ID ${newInvoiceId} (date: ${newInvoiceDate}), next due: ${nextDate}`);
+
+                // Auto-export to QBO (outside transaction, non-blocking)
+                try {
+                    const dbClient = await pool.connect();
+                    try {
+                        const qboResult = await exportInvoiceToQbo(newInvoiceId, dbClient);
+                        if (qboResult.success) {
+                            console.log(`   📤 Auto-exported to QBO: #${qboResult.qbo_doc_number}`);
+                        } else if (qboResult.skipped) {
+                            console.log(`   ℹ️ QBO export skipped: ${qboResult.reason}`);
+                        }
+                    } finally {
+                        dbClient.release();
+                    }
+                } catch (qboErr) {
+                    console.error(`   ⚠️ QBO auto-export failed for recurring invoice ${newInvoiceId}:`, qboErr.message);
+                }
+
+                created++;
+            } catch (err) {
+                await client.query('ROLLBACK');
+                console.error(`   ❌ Failed to create recurring invoice from #${source.invoice_number || source.id}:`, err.message);
+            }
+        }
+
+        console.log(`🔄 [RECURRING] Done. Created ${created} invoice(s).`);
+        return { created };
+    } catch (error) {
+        console.error('❌ [RECURRING] Error:', error.message);
+        return { created: 0, error: error.message };
+    } finally {
+        client.release();
+    }
+}
+
+/**
+ * Start the recurring invoice scheduler
+ */
+function startRecurringScheduler() {
+    // First check after startup delay
+    setTimeout(() => {
+        console.log('🔄 [RECURRING] Initial check...');
+        processRecurringInvoices();
+    }, STARTUP_DELAY_MS);
+
+    // Then every 24 hours
+    setInterval(() => {
+        processRecurringInvoices();
+    }, CHECK_INTERVAL_MS);
+
+    console.log(`🔄 [RECURRING] Scheduler started (checks every 24h, first check in ${STARTUP_DELAY_MS / 1000}s)`);
+}
+
+module.exports = {
+    processRecurringInvoices,
+    startRecurringScheduler,
+    advanceDate
+};