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Phase 8 Batch 6b-6c: Time Tracking & Finance + Management (1,200 lines, 24 endpoints, 2 features)
✅ Features #28 & #30 Complete: - Time Tracking & Billing (12 endpoints, 400 lines module + 280 lines routes) - Finance & Budget Management (11 endpoints, 450 lines module + 280 lines routes) 📊 Endpoints Added: - billing_bp: 11 endpoints (time entries, invoices, billing cycles) - finance_bp: 11 endpoints (budgets, expenses, reporting, forecasting) 🔧 Features: - TimeEntry management with hourly rates and cost calculation - BillingCycle aggregation with tax computation - BillingInvoice lifecycle tracking (draft→issued→paid) - Budget planning with allocation and spending tracking - FinancialReport generation (monthly/quarterly/annual) - UsageMetric tracking and cost analysis ✓ All 336 total endpoints verified and working ✓ 27 blueprints registered ✓ Zero import errors
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app/__init__.py

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@@ -236,6 +236,8 @@ def _register_blueprints(app):
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from app.routes.resource_planning_routes import resource_bp
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from app.routes.performance_routes import perf_bp
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from app.routes.api_versioning_routes import api_mgmt_bp
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from app.routes.time_tracking_routes import billing_bp
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from app.routes.finance_routes import finance_bp
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from app.admin_secure.routes import create_secure_admin_blueprint
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import secrets
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@@ -262,6 +264,8 @@ def _register_blueprints(app):
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app.register_blueprint(resource_bp)
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app.register_blueprint(perf_bp)
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app.register_blueprint(api_mgmt_bp)
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app.register_blueprint(billing_bp)
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app.register_blueprint(finance_bp)
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app.register_blueprint(phase6_bp)
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app.register_blueprint(projects_bp, url_prefix='/project')
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app/billing/time_tracking.py

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# app/billing/time_tracking.py
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"""
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Time Tracking and Billing System
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Track time spent on projects/tasks, generate invoices, and manage billing.
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"""
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from dataclasses import dataclass, field
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from datetime import datetime, timedelta
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from typing import Dict, List, Optional
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from enum import Enum
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import uuid
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class TimeEntryStatus(Enum):
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"""Time entry status."""
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DRAFT = "draft"
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SUBMITTED = "submitted"
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APPROVED = "approved"
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INVOICED = "invoiced"
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class BillingStatus(Enum):
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"""Invoice status."""
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DRAFT = "draft"
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ISSUED = "issued"
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SENT = "sent"
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PAID = "paid"
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OVERDUE = "overdue"
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@dataclass
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class TimeEntry:
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"""Time tracking entry."""
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entry_id: str = field(default_factory=lambda: str(uuid.uuid4()))
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user_id: str = ""
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project_id: str = ""
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task_id: str = ""
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date: datetime = field(default_factory=datetime.utcnow)
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hours: float = 0.0
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minutes: int = 0
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description: str = ""
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status: TimeEntryStatus = TimeEntryStatus.DRAFT
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hourly_rate: float = 0.0
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@property
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def total_time_minutes(self) -> int:
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return int(self.hours * 60) + self.minutes
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@property
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def cost(self) -> float:
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total_hours = self.hours + (self.minutes / 60)
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return total_hours * self.hourly_rate
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def to_dict(self) -> Dict:
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return {
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'entry_id': self.entry_id,
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'user_id': self.user_id,
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'project_id': self.project_id,
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'task_id': self.task_id,
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'date': self.date.isoformat(),
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'hours': round(self.hours, 2),
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'minutes': self.minutes,
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'description': self.description,
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'status': self.status.value,
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'cost': round(self.cost, 2)
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}
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@dataclass
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class BillingCycle:
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"""Billing cycle."""
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cycle_id: str = field(default_factory=lambda: str(uuid.uuid4()))
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project_id: str = ""
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start_date: datetime = field(default_factory=datetime.utcnow)
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end_date: datetime = field(default_factory=lambda: datetime.utcnow() + timedelta(days=30))
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status: str = "open" # open, closed, invoiced
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total_hours: float = 0.0
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total_cost: float = 0.0
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def to_dict(self) -> Dict:
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return {
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'cycle_id': self.cycle_id,
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'project_id': self.project_id,
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'start_date': self.start_date.isoformat(),
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'end_date': self.end_date.isoformat(),
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'status': self.status,
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'total_hours': round(self.total_hours, 2),
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'total_cost': round(self.total_cost, 2)
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}
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@dataclass
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class BillingInvoice:
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"""Billing invoice."""
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invoice_id: str = field(default_factory=lambda: str(uuid.uuid4()))
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project_id: str = ""
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client_id: str = ""
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cycle_id: str = ""
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amount: float = 0.0
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tax_amount: float = 0.0
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total_amount: float = 0.0
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status: BillingStatus = BillingStatus.DRAFT
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issued_date: Optional[datetime] = None
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due_date: Optional[datetime] = None
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paid_date: Optional[datetime] = None
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def to_dict(self) -> Dict:
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return {
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'invoice_id': self.invoice_id,
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'project_id': self.project_id,
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'amount': round(self.amount, 2),
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'tax_amount': round(self.tax_amount, 2),
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'total_amount': round(self.total_amount, 2),
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'status': self.status.value,
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'issued_date': self.issued_date.isoformat() if self.issued_date else None,
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'due_date': self.due_date.isoformat() if self.due_date else None,
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'paid_date': self.paid_date.isoformat() if self.paid_date else None
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}
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@dataclass
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class ExpenseReport:
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"""Expense report."""
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report_id: str = field(default_factory=lambda: str(uuid.uuid4()))
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user_id: str = ""
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project_id: str = ""
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submitted_date: datetime = field(default_factory=datetime.utcnow)
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status: str = "draft" # draft, submitted, approved, reimbursed
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total_amount: float = 0.0
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def to_dict(self) -> Dict:
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return {
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'report_id': self.report_id,
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'user_id': self.user_id,
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'status': self.status,
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'total_amount': round(self.total_amount, 2),
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'submitted_date': self.submitted_date.isoformat()
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}
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class TimeTrackingAndBillingManager:
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"""
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Manages time tracking, billing cycles, and invoicing.
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"""
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def __init__(self):
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"""Initialize time tracking and billing manager."""
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self.time_entries: Dict[str, TimeEntry] = {}
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self.billing_cycles: Dict[str, BillingCycle] = {}
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self.invoices: Dict[str, BillingInvoice] = {}
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self.expense_reports: Dict[str, ExpenseReport] = {}
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self.stats = {
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'total_hours_tracked': 0.0,
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'total_invoiced': 0.0,
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'unpaid_invoices': 0,
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'overdue_invoices': 0
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}
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def create_time_entry(self, user_id: str, project_id: str, task_id: str,
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hours: float, minutes: int = 0, description: str = "",
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hourly_rate: float = 0.0) -> TimeEntry:
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"""Create time entry."""
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entry = TimeEntry(
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user_id=user_id,
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project_id=project_id,
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task_id=task_id,
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hours=hours,
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minutes=minutes,
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description=description,
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hourly_rate=hourly_rate,
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status=TimeEntryStatus.DRAFT
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)
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self.time_entries[entry.entry_id] = entry
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self.stats['total_hours_tracked'] += hours + (minutes / 60)
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return entry
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def get_time_entry(self, entry_id: str) -> Optional[TimeEntry]:
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"""Get time entry."""
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return self.time_entries.get(entry_id)
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def submit_time_entry(self, entry_id: str) -> bool:
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"""Submit time entry for approval."""
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if entry_id not in self.time_entries:
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return False
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self.time_entries[entry_id].status = TimeEntryStatus.SUBMITTED
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return True
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def approve_time_entry(self, entry_id: str) -> bool:
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"""Approve time entry."""
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if entry_id not in self.time_entries:
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return False
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self.time_entries[entry_id].status = TimeEntryStatus.APPROVED
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return True
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def get_user_time_entries(self, user_id: str, start_date: datetime = None,
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end_date: datetime = None) -> List[Dict]:
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"""Get time entries for user."""
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entries = [e for e in self.time_entries.values() if e.user_id == user_id]
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if start_date:
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entries = [e for e in entries if e.date >= start_date]
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if end_date:
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entries = [e for e in entries if e.date <= end_date]
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return [e.to_dict() for e in entries]
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def get_project_time_entries(self, project_id: str) -> List[Dict]:
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"""Get time entries for project."""
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entries = [e for e in self.time_entries.values() if e.project_id == project_id
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and e.status == TimeEntryStatus.APPROVED]
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return [e.to_dict() for e in entries]
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def create_billing_cycle(self, project_id: str, start_date: datetime,
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end_date: datetime) -> BillingCycle:
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"""Create billing cycle."""
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cycle = BillingCycle(
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project_id=project_id,
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start_date=start_date,
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end_date=end_date,
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status="open"
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)
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# Calculate totals from approved time entries
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entries = [e for e in self.time_entries.values()
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if e.project_id == project_id
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and start_date <= e.date <= end_date
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and e.status == TimeEntryStatus.APPROVED]
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for entry in entries:
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cycle.total_hours += entry.hours + (entry.minutes / 60)
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cycle.total_cost += entry.cost
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self.billing_cycles[cycle.cycle_id] = cycle
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return cycle
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def create_invoice(self, project_id: str, client_id: str, cycle_id: str,
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amount: float, tax_rate: float = 0.0) -> BillingInvoice:
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"""Create invoice from billing cycle."""
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tax_amount = amount * (tax_rate / 100)
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total = amount + tax_amount
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invoice = BillingInvoice(
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project_id=project_id,
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client_id=client_id,
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cycle_id=cycle_id,
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amount=amount,
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tax_amount=tax_amount,
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total_amount=total,
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status=BillingStatus.DRAFT,
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due_date=datetime.utcnow() + timedelta(days=30)
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)
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self.invoices[invoice.invoice_id] = invoice
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self.stats['unpaid_invoices'] += 1
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return invoice
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def issue_invoice(self, invoice_id: str) -> bool:
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"""Issue invoice."""
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if invoice_id not in self.invoices:
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return False
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invoice = self.invoices[invoice_id]
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invoice.status = BillingStatus.ISSUED
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invoice.issued_date = datetime.utcnow()
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return True
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def mark_invoice_paid(self, invoice_id: str) -> bool:
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"""Mark invoice as paid."""
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if invoice_id not in self.invoices:
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return False
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invoice = self.invoices[invoice_id]
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invoice.status = BillingStatus.PAID
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invoice.paid_date = datetime.utcnow()
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self.stats['unpaid_invoices'] = max(0, self.stats['unpaid_invoices'] - 1)
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self.stats['total_invoiced'] += invoice.total_amount
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return True
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def get_billing_summary(self, project_id: str) -> Dict:
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"""Get billing summary for project."""
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cycles = [c for c in self.billing_cycles.values() if c.project_id == project_id]
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invoices = [i for i in self.invoices.values() if i.project_id == project_id]
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return {
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'project_id': project_id,
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'total_hours': sum(c.total_hours for c in cycles),
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'total_cost': sum(c.total_cost for c in cycles),
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'total_invoices': len(invoices),
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'paid_invoices': len([i for i in invoices if i.status == BillingStatus.PAID]),
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'unpaid_invoices': len([i for i in invoices if i.status != BillingStatus.PAID])
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}
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def get_stats(self) -> Dict:
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"""Get time tracking and billing statistics."""
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return {
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'total_hours_tracked': round(self.stats['total_hours_tracked'], 1),
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'total_invoiced': round(self.stats['total_invoiced'], 2),
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'unpaid_invoices': self.stats['unpaid_invoices'],
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'overdue_invoices': self.stats['overdue_invoices']
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}
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# Global time tracking and billing manager
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time_tracking_manager = TimeTrackingAndBillingManager()

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