idurar/idurar-erp-crm

Create Daily Job Cron to Check Expiry Status of Invoices and Quotes

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#417 opened on Sep 4, 2023

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 (6 comments) (0 reactions) (1 assignee)JavaScript (4,308 stars) (1,036 forks)batch import
good first issue✨ enhancement🔧 Backend

Description

Description: This task involves creating a daily job cron that checks the expiry status of invoices and quotes in the system. The specific actions to be performed based on the expiry status are as follows:

For expired invoices:

If an invoice is found to be expired, the system should update its status to "overdue". This will help in identifying and managing overdue invoices more efficiently.

For expired quotes:

If a quote is identified as expired, the system should update its status to "expired". This helps keep track of quotes that have passed their validity period, enabling better decision-making and ensuring accurate sales records.

  • The daily job cron should run automatically at a pre-defined time each day to ensure timely identification and update of expired invoices and quotes. By implementing this feature, the system will provide a more streamlined and automated process for managing the status of invoices and quotes.

Contributor guide

Tech stack
javascriptnodejsexpressmongodb
Domain
backendapidatabase
Issue type
feature
DifficultyEstimated implementation difficulty for a new contributor, from 1 for very small changes to 5 for expert-level work.
3
Estimated timeA rough time range for an experienced contributor to investigate, implement, test, and prepare a pull request.
1-2 days
Activity statusHow available the issue appears right now: fresh, active, stale, blocked, or waiting on maintainer input.
blocked
ClarityHow clearly the issue explains the expected change, acceptance criteria, and next step.
clear
Prerequisites
Node.jsMongoDBcron job concept
Newbie friendlinessA 1-100 score estimating how approachable this issue is for first-time contributors.
40
Research direction
Check the existing codebase for any cron job setup (e.g., node cron or bull). Look at Invoice and Quote models to understand the status fields and expiry date. Review the database schema in models/Invoice.js and models/Quote.js. See if there are existing services for updating statuses. The issue mentions daily run at a pre defined time; you may need to add a cron job in the server entry point or a separate scheduler.