#+TITLE: Invoicing Backend — Implementation Tasks
#+AUTHOR: Hephaestus (Backend Jobs & ETL & Automation Advisor)
#+DATE: 2026-01-18

* TODO Task 1: Invoice Domain Model
Create ~grails-app/domain/com/flowkraft/Invoice.groovy~

- Fields: invoiceNumber (unique), customerId, customerName, customerEmail,
  customerAddress, issueDate, dueDate, subtotal, taxRate, taxAmount, discount,
  totalAmount, currency, status, notes, paidAt, paymentMethod, paymentReference
- Constraints: invoiceNumber unique, amounts min 0, status in [draft,sent,paid,overdue,cancelled],
  currency in [USD,EUR,GBP,CAD,AUD], paymentMethod in [stripe,paypal,bank_transfer,cash,other]
- Methods: calculateTotals(), markAsPaid(method, ref), isPayable(), isOverdue(),
  getStatusBadgeClass(), formatAmount()
- Mapping: table "invoices"

* TODO Task 2: Setting Domain Model
Create ~grails-app/domain/com/flowkraft/Setting.groovy~

- Fields: key (unique), value, description, category
- Static methods: getValue(key, default), setValue(key, value, category, desc),
  getByCategory(category), getAllAsMap()
- Mapping: table "settings", columns: setting_key, setting_value

* TODO Task 3: Invoice Data Import ETL Pipeline
Create ~grails-app/services/com/flowkraft/InvoiceImportService.groovy~

- Parse CSV/Excel files from a configurable watch directory
- Map external fields to Invoice domain columns (configurable field mapping)
- Validate required fields, amounts, date formats
- Duplicate detection: match on invoiceNumber or customerId+amount+date
- Merge strategy: skip duplicates or update existing
- Log import results: total, imported, skipped, errors

* TODO Task 4: Invoice Data Export Pipeline
Create ~grails-app/services/com/flowkraft/InvoiceExportService.groovy~

- Export invoices to CSV, JSON, and XML formats
- Filter by date range, status, and customer
- ReportBurster integration: generate per-customer invoice bundles
- Output to configurable export directory
- Include summary statistics in export metadata

* TODO Task 5: Overdue Detection Scheduled Job
Create ~grails-app/jobs/com/flowkraft/OverdueDetectionJob.groovy~

- Quartz cron trigger: runs daily at 02:00 AM
- Query: invoices where status in [sent] AND dueDate < today
- Batch update each to status = "overdue"
- Fire notification event per overdue invoice (for email/webhook consumers)
- Log job execution: count processed, count updated, duration

* TODO Task 6: Invoice Reminder Scheduled Job
Create ~grails-app/jobs/com/flowkraft/InvoiceReminderJob.groovy~

- Quartz cron trigger: runs daily at 08:00 AM
- Configurable reminder windows: 7 days, 3 days, 1 day before due date
- Query: invoices where status = "sent" AND dueDate within reminder window
- Generate reminder events (consumed by notification service)
- Track last reminder sent to avoid duplicate notifications

* TODO Task 7: Monthly Report Generation Job
Create ~grails-app/jobs/com/flowkraft/ReportGenerationJob.groovy~

- Quartz cron trigger: runs 1st of each month at 03:00 AM
- Aggregate stats: total revenue, outstanding balances, overdue count,
  average days to payment, top customers by volume
- Export summary report to configured output directory (CSV + JSON)
- Archive previous month's data snapshot

* TODO Task 8: Bulk Invoice Generator
Create ~grails-app/services/com/flowkraft/BulkInvoiceService.groovy~

- Generate invoices in batch from customer roster + invoice template
- Support recurring schedules: monthly, quarterly, annual
- Auto-generate invoiceNumber sequence: INV-YYYY-NNN
- Calculate totals including tax and discount per template rules
- Return batch result: count created, count skipped (already exists), errors

* TODO Task 9: Payment Reconciliation Service
Create ~grails-app/services/com/flowkraft/PaymentReconciliationService.groovy~

- Import bank statement data (CSV format)
- Match entries to open invoices by amount, reference, or customer
- Auto-mark matched invoices as paid with payment details
- Flag unmatched payments for manual review
- Generate reconciliation report: matched, unmatched, discrepancies

* TODO Task 10: BootStrap Seed Data
Update ~grails-app/init/com/flowkraft/BootStrap.groovy~

- On first run (Invoice.count() == 0): create 10 sample invoices across all statuses
- Sample customers: Acme Corp, TechStart Inc, Global Solutions Ltd, Innovation Labs, Digital Ventures
- Amounts range $1K-$10K with tax calculations
- Default settings: theme.mode=light, company.name, preferences.currency=USD
- Sample job schedules: overdue check daily, reminders daily, reports monthly
