cap days-before to under one period, per frequency (v1.1.1)

Asset/js/recoreco-modal.js

@@ -0,0 +1,50 @@
+/*
+ * RecoReco -- keep the "days before" field within one period of the selected frequency.
+ *
+ * The Recurring schedule modal is injected by AJAX, so we react to the frequency <select> both when
+ * it appears (MutationObserver) and when it changes (delegated event). Daily -> field disabled (0);
+ * weekly -> max 6; monthly -> max 27; yearly -> max 364. The server clamps too, so this is only the
+ * UI guard.
+ */
+(function () {
+    "use strict";
+
+    var CAPS = { daily: 0, weekly: 6, monthly_day: 27, monthly_dow: 27, yearly: 364 };
+
+    function apply(select) {
+        var input = document.querySelector('input[name="recoreco_days_before"]');
+        if (! input) {
+            return;
+        }
+
+        var max = CAPS.hasOwnProperty(select.value) ? CAPS[select.value] : 27;
+
+        if (max === 0) {
+            input.value = 0;
+            input.setAttribute("max", "0");
+            input.disabled = true;
+        } else {
+            input.disabled = false;
+            input.setAttribute("max", String(max));
+            if (parseInt(input.value, 10) > max) {
+                input.value = max;
+            }
+        }
+    }
+
+    document.addEventListener("change", function (e) {
+        if (e.target && e.target.name === "recoreco_frequency") {
+            apply(e.target);
+        }
+    });
+
+    if (window.MutationObserver) {
+        new MutationObserver(function () {
+            var select = document.querySelector('select[name="recoreco_frequency"]:not([data-recoreco-init])');
+            if (select) {
+                select.setAttribute("data-recoreco-init", "1");
+                apply(select);
+            }
+        }).observe(document.body, { childList: true, subtree: true });
+    }
+})();

Controller/RecurrenceController.php

@@ -46,12 +46,16 @@ class RecurrenceController extends BaseController
             ? $input['recoreco_frequency']
             : 'monthly_day';
 
+        // Keep the lead time under one period (else a copy's fire time crosses the prior occurrence).
+        $daysBefore = isset($input['recoreco_days_before']) && ctype_digit((string) $input['recoreco_days_before']) ? (int) $input['recoreco_days_before'] : 0;
+        $daysBefore = min($daysBefore, $this->maxDaysBefore($frequency));
+
         $values = array(
             'recoreco_enabled' => $enabled,
             'recoreco_target_column' => isset($input['recoreco_target_column']) ? (int) $input['recoreco_target_column'] : (int) $task['column_id'],
             'recoreco_frequency' => $frequency,
             'recoreco_last_day' => isset($input['recoreco_last_day']) ? 1 : 0,
-            'recoreco_days_before' => isset($input['recoreco_days_before']) && ctype_digit((string) $input['recoreco_days_before']) ? (int) $input['recoreco_days_before'] : 0,
+            'recoreco_days_before' => $daysBefore,
             'recoreco_link_copies' => isset($input['recoreco_link_copies']) ? 1 : 0,
         );
 
@@ -97,4 +101,22 @@ class RecurrenceController extends BaseController
             'daily' => t('Daily'),
         );
     }
+
+    /**
+     * The largest allowed "days before" for a frequency -- kept strictly under one period so a
+     * copy's fire time never crosses the previous occurrence. Daily = 0 (disabled).
+     */
+    private function maxDaysBefore($frequency)
+    {
+        switch ($frequency) {
+            case 'daily':
+                return 0;
+            case 'weekly':
+                return 6;
+            case 'yearly':
+                return 364;
+            default: // monthly_day, monthly_dow
+                return 27;
+        }
+    }
 }

Model/OccurrenceCalculator.php

@@ -5,40 +5,92 @@ namespace Kanboard\Plugin\RecoReco\Model;
 /**
  * Pure calendar math for RecoReco.
  *
- * Given an anchor due date (the drift-free pattern: day-of-month + time), a frequency, and the
+ * Given an anchor due date (the drift-free pattern: it carries the day-of-month, the weekday, and
- * "last day" flag, it computes occurrence datetimes. It has NO container dependencies, so it is
+ * the time), a frequency, and the "last day" flag, it computes occurrence datetimes. It has NO
- * unit-testable in isolation (see Test/OccurrenceCalculatorTest.php).
+ * container dependencies, so it is unit-testable in isolation (Test/OccurrenceCalculatorTest.php).
  *
- * Occurrences are always computed from the anchor's day, never by marching a clamped date forward,
+ * Occurrences are always computed from the anchor, never by marching a clamped date forward, so a
- * so a "30th" schedule goes 30, 28/29, 30, 30... and never drifts to the 28th.
+ * "30th" schedule goes 30, 28/29, 30, 30... and never drifts.
- *
- * v0.3 implements monthly-by-day; the other frequencies arrive in v1.1 (occurrenceFrom returns null
- * for them until then).
  */
 class OccurrenceCalculator
 {
     const MAX_MONTHS = 120;
+    const MAX_YEARS = 20;
 
     /**
      * The earliest occurrence at/after $reference (when $inclusive) or strictly after it.
      *
-     * @param  int    $anchor     Unix timestamp: the pattern (day-of-month + time).
+     * @param  int    $anchor     Unix timestamp: the pattern.
-     * @param  string $frequency
+     * @param  string $frequency  daily | weekly | monthly_day | monthly_dow | yearly
      * @param  bool   $lastDay
      * @param  int    $reference  Unix timestamp.
      * @param  bool   $inclusive
-     * @return int|null           Occurrence timestamp, or null if the frequency is not yet supported.
+     * @return int|null           Occurrence timestamp, or null for an unknown frequency.
      */
     public function occurrenceFrom($anchor, $frequency, $lastDay, $reference, $inclusive = false)
     {
+        $anchor = (int) $anchor;
+        $reference = (int) $reference;
+        $lastDay = (bool) $lastDay;
+        $inclusive = (bool) $inclusive;
+
         switch ($frequency) {
+            case 'daily':
+                return $this->daily($anchor, $reference, $inclusive);
+            case 'weekly':
+                return $this->weekly($anchor, $reference, $inclusive);
             case 'monthly_day':
-                return $this->monthlyByDay((int) $anchor, (bool) $lastDay, (int) $reference, (bool) $inclusive);
+                return $this->monthlyByDay($anchor, $lastDay, $reference, $inclusive);
+            case 'monthly_dow':
+                return $this->monthlyByWeekday($anchor, $lastDay, $reference, $inclusive);
+            case 'yearly':
+                return $this->yearly($anchor, $lastDay, $reference, $inclusive);
             default:
                 return null;
         }
     }
 
+    private function daily($anchor, $reference, $inclusive)
+    {
+        $h = (int) date('G', $anchor);
+        $i = (int) date('i', $anchor);
+        $s = (int) date('s', $anchor);
+        $y = (int) date('Y', $reference);
+        $m = (int) date('n', $reference);
+        $d = (int) date('j', $reference);
+
+        for ($k = 0; $k < 3; $k++) {
+            $o = mktime($h, $i, $s, $m, $d + $k, $y);
+
+            if ($this->matches($o, $reference, $inclusive)) {
+                return $o;
+            }
+        }
+
+        return null;
+    }
+
+    private function weekly($anchor, $reference, $inclusive)
+    {
+        $h = (int) date('G', $anchor);
+        $i = (int) date('i', $anchor);
+        $s = (int) date('s', $anchor);
+        $w = (int) date('w', $anchor);
+        $y = (int) date('Y', $reference);
+        $m = (int) date('n', $reference);
+        $d = (int) date('j', $reference);
+
+        for ($k = 0; $k < 8; $k++) {
+            $o = mktime($h, $i, $s, $m, $d + $k, $y);
+
+            if ((int) date('w', $o) === $w && $this->matches($o, $reference, $inclusive)) {
+                return $o;
+            }
+        }
+
+        return null;
+    }
+
     private function monthlyByDay($anchor, $lastDay, $reference, $inclusive)
     {
         $anchorDay = (int) date('j', $anchor);
@@ -52,19 +104,103 @@ class OccurrenceCalculator
         for ($k = 0; $k < self::MAX_MONTHS; $k++) {
             $lastDom = (int) date('t', mktime(0, 0, 0, $m, 1, $y));
             $day = $lastDay ? $lastDom : min($anchorDay, $lastDom);
-            $occurrence = mktime($h, $i, $s, $m, $day, $y);
+            $o = mktime($h, $i, $s, $m, $day, $y);
 
-            if ($inclusive ? $occurrence >= $reference : $occurrence > $reference) {
+            if ($this->matches($o, $reference, $inclusive)) {
-                return $occurrence;
+                return $o;
             }
 
-            $m++;
+            $this->nextMonth($m, $y);
-            if ($m > 12) {
-                $m = 1;
-                $y++;
-            }
         }
 
         return null;
     }
+
+    private function monthlyByWeekday($anchor, $lastDay, $reference, $inclusive)
+    {
+        $h = (int) date('G', $anchor);
+        $i = (int) date('i', $anchor);
+        $s = (int) date('s', $anchor);
+        $w = (int) date('w', $anchor);
+        $k = intdiv((int) date('j', $anchor) - 1, 7) + 1; // 1..5: which occurrence of $w in the month
+
+        $y = (int) date('Y', $reference);
+        $m = (int) date('n', $reference);
+
+        for ($j = 0; $j < self::MAX_MONTHS; $j++) {
+            $day = $lastDay ? $this->lastWeekdayOfMonth($y, $m, $w) : $this->nthWeekdayOfMonth($y, $m, $w, $k);
+
+            if ($day !== null) {
+                $o = mktime($h, $i, $s, $m, $day, $y);
+
+                if ($this->matches($o, $reference, $inclusive)) {
+                    return $o;
+                }
+            }
+
+            $this->nextMonth($m, $y);
+        }
+
+        return null;
+    }
+
+    private function yearly($anchor, $lastDay, $reference, $inclusive)
+    {
+        $month = (int) date('n', $anchor);
+        $anchorDay = (int) date('j', $anchor);
+        $h = (int) date('G', $anchor);
+        $i = (int) date('i', $anchor);
+        $s = (int) date('s', $anchor);
+
+        $y = (int) date('Y', $reference);
+
+        for ($j = 0; $j < self::MAX_YEARS; $j++) {
+            $lastDom = (int) date('t', mktime(0, 0, 0, $month, 1, $y));
+            $day = $lastDay ? $lastDom : min($anchorDay, $lastDom);
+            $o = mktime($h, $i, $s, $month, $day, $y);
+
+            if ($this->matches($o, $reference, $inclusive)) {
+                return $o;
+            }
+
+            $y++;
+        }
+
+        return null;
+    }
+
+    // The day-of-month of the k-th weekday $w in month $m/$y, or null if that month has no k-th one.
+    private function nthWeekdayOfMonth($y, $m, $w, $k)
+    {
+        $firstDow = (int) date('w', mktime(0, 0, 0, $m, 1, $y));
+        $firstW = 1 + (($w - $firstDow + 7) % 7);
+        $day = $firstW + ($k - 1) * 7;
+        $lastDom = (int) date('t', mktime(0, 0, 0, $m, 1, $y));
+
+        return $day <= $lastDom ? $day : null;
+    }
+
+    // The day-of-month of the last weekday $w in month $m/$y.
+    private function lastWeekdayOfMonth($y, $m, $w)
+    {
+        $lastDom = (int) date('t', mktime(0, 0, 0, $m, 1, $y));
+        $lastDow = (int) date('w', mktime(0, 0, 0, $m, $lastDom, $y));
+
+        return $lastDom - (($lastDow - $w + 7) % 7);
+    }
+
+    private function matches($occurrence, $reference, $inclusive)
+    {
+        return $inclusive ? $occurrence >= $reference : $occurrence > $reference;
+    }
+
+    private function nextMonth(&$m, &$y)
+    {
+        $m++;
+
+        if ($m > 12) {
+            $m = 1;
+            $y++;
+        }
+    }
 }

Model/RecoRecoModel.php

@@ -23,6 +23,7 @@ class RecoRecoModel extends Base
     public function run($now = null)
     {
         $now = $now ?: time();
+        $horizon = $this->horizon($now);
         $spawned = 0;
 
         $task_ids = $this->db->table('task_has_metadata')
@@ -31,13 +32,31 @@ class RecoRecoModel extends Base
             ->findAllByColumn('task_id');
 
         foreach ($task_ids as $task_id) {
-            $spawned += $this->processTemplate((int) $task_id, $now);
+            $spawned += $this->processTemplate((int) $task_id, $now, $horizon);
         }
 
         return $spawned;
     }
 
-    public function processTemplate($task_id, $now)
+    /**
+     * The look-ahead horizon for this run: fire everything whose fire time is before it. Computed as
+     * "ceil now to the next 6h boundary, then +12h", which lands on the four daily runs:
+     * 05:58 -> 18:00, 11:58 -> 00:00, 17:58 -> 06:00, 23:58 -> 12:00. Gives a 12h look-ahead with a
+     * 6h overlap between runs, so a missed run is covered by its neighbour. Past-due occurrences are
+     * naturally included (their fire time is < now < horizon) -- that is the catch-up.
+     *
+     * @param  int $now
+     * @return int
+     */
+    private function horizon($now)
+    {
+        $startOfDay = mktime(0, 0, 0, (int) date('n', $now), (int) date('j', $now), (int) date('Y', $now));
+        $boundaryHour = (intdiv((int) date('G', $now), 6) + 1) * 6;
+
+        return $startOfDay + $boundaryHour * 3600 + 12 * 3600;
+    }
+
+    public function processTemplate($task_id, $now, $horizon)
     {
         $task = $this->taskFinderModel->getById($task_id);
 
@@ -55,8 +74,8 @@ class RecoRecoModel extends Base
         $meta = $this->taskMetadataModel->getAll($task_id);
         $frequency = isset($meta['recoreco_frequency']) ? $meta['recoreco_frequency'] : '';
 
-        // v0.3 handles monthly-by-day only; the rest arrive in v1.1.
+        // All five frequencies are supported since v1.1; skip anything unknown.
-        if ($frequency !== 'monthly_day') {
+        if (! in_array($frequency, array('daily', 'weekly', 'monthly_day', 'monthly_dow', 'yearly'), true)) {
             return 0;
         }
 
@@ -86,11 +105,12 @@ class RecoRecoModel extends Base
             $this->setDue($task_id, $cursor);
         }
 
-        // Fire every occurrence whose fire time has arrived, advancing the cursor each time.
+        // Fire every occurrence whose fire time is before this run's horizon (this includes
+        // past-due ones -> catch-up), advancing the cursor each time.
         $spawned = 0;
         $fireTime = $cursor - $daysBefore * 86400;
 
-        while ($fireTime <= $now && $spawned < self::CATCHUP_CAP) {
+        while ($fireTime < $horizon && $spawned < self::CATCHUP_CAP) {
             $this->spawn($task, $targetColumn);
 
             $next = $this->calculator()->occurrenceFrom($anchor, $frequency, $lastDay, $cursor, false);

Plugin.php

@@ -12,6 +12,11 @@ class Plugin extends Base
         // (next to native "Edit recurrence"). Opens the RecoReco config modal.
         $this->template->hook->attach('template:task:sidebar:after-basic-actions', 'recoReco:task/sidebar_action');
 
+        // Modal JS: keep "days before" within one period of the selected frequency.
+        $this->hook->on('template:layout:js', array(
+            'template' => 'plugins/RecoReco/Asset/js/recoreco-modal.js',
+        ));
+
         // The scheduling engine runs from the CLI (cron). Registered CLI-only so web requests do
         // not build the console app.
         if (php_sapi_name() === 'cli') {
@@ -36,7 +41,7 @@ class Plugin extends Base
 
     public function getPluginVersion()
     {
-        return '0.3.2';
+        return '1.1.1';
     }
 
     public function getPluginHomepage()

README.md

@@ -21,21 +21,36 @@ leaves native recurrence untouched (the two are mutually exclusive per card).
 - **Lead time:** "create the copy N days before the due date", so the card shows up early enough
   to act on; the copy is still due on the real day.
 
+## Scheduling (cron)
+
+The engine runs from the CLI command `recoreco:run`. Add it to cron **four times a day** -- at
+05:58, 11:58, 17:58 and 23:58:
+
+```
+58 5,11,17,23 * * * cd /path/to/kanboard && php cli recoreco:run >> /var/log/recoreco.log 2>&1
+```
+
+(Point the path at your install and run it as the user that owns Kanboard's data.) Each run looks
+ahead 12 hours; the runs overlap by 6 hours, so a single missed run is covered by the next one, and
+any occurrence whose time is already past is still caught up. `days before` shifts a copy earlier
+within that lead. You can also run it by hand any time: `php cli recoreco:run`.
+
 ## Status
 
-Early development. This version adds the **Recurring schedule** modal (a task sidebar action) and
+Working for **monthly by day** (with the last-day rule), driven by cron. The remaining frequencies
-stores the settings in task metadata. The scheduling engine and the cron command arrive in the
+(yearly, weekly, daily, monthly by weekday), the recurrence icons, and the FinanceBuddy
-following versions.
+installment hand-off arrive in the following versions.
 
 ## Requirements
 
 - Kanboard >= 1.2.0
+- cron (to run `recoreco:run`)
 
 ## Installation
 
 Copy this folder into your Kanboard installation as `plugins/RecoReco/`. The directory name must be
 exactly `RecoReco` (Kanboard derives the plugin namespace from the folder name). No build step and
-no database migration.
+no database migration. Then add the cron entry above.
 
 ## License
 

Test/OccurrenceCalculatorTest.php

@@ -91,10 +91,72 @@ check(
     $failures
 );
 
-// 6. Unsupported frequency (until v1.1) returns null.
+// 6. Daily: same time every day.
 check(
-    'weekly not supported yet -> null',
+    'daily -> next day same time',
-    $calc->occurrenceFrom(ts('2023-03-10 12:00'), 'weekly', false, ts('2023-03-10 12:00'), false),
+    $calc->occurrenceFrom(ts('2023-03-10 09:30'), 'daily', false, ts('2023-03-10 12:00'), false),
+    ts('2023-03-11 09:30'),
+    $failures
+);
+
+// 7. Weekly: same weekday every 7 days (2023-03-07 is a Tuesday).
+check(
+    'weekly -> +7 days on the same weekday',
+    $calc->occurrenceFrom(ts('2023-03-07 08:00'), 'weekly', false, ts('2023-03-07 08:00'), false),
+    ts('2023-03-14 08:00'),
+    $failures
+);
+
+// 8. Monthly by weekday: 2nd Tuesday (2023-03-14) -> 2nd Tuesday of April (2023-04-11).
+check(
+    'monthly-by-weekday: 2nd Tuesday -> next month 2nd Tuesday',
+    $calc->occurrenceFrom(ts('2023-03-14 07:00'), 'monthly_dow', false, ts('2023-03-14 07:00'), false),
+    ts('2023-04-11 07:00'),
+    $failures
+);
+
+// 9. Monthly by weekday, last: last Tuesday of March (2023-03-28) -> last Tuesday of April (04-25).
+check(
+    'monthly-by-weekday last: last Tue -> next month last Tue',
+    $calc->occurrenceFrom(ts('2023-03-28 07:00'), 'monthly_dow', true, ts('2023-03-28 07:00'), false),
+    ts('2023-04-25 07:00'),
+    $failures
+);
+
+// 10. Yearly: same month/day next year.
+check(
+    'yearly -> next year same date',
+    $calc->occurrenceFrom(ts('2023-03-15 10:00'), 'yearly', false, ts('2023-03-15 10:00'), false),
+    ts('2024-03-15 10:00'),
+    $failures
+);
+
+// 11. Yearly last-day on Feb 29 (leap) -> next year Feb 28.
+check(
+    'yearly last-day: 2024-02-29 -> 2025-02-28',
+    $calc->occurrenceFrom(ts('2024-02-29 08:00'), 'yearly', true, ts('2024-02-29 08:00'), false),
+    ts('2025-02-28 08:00'),
+    $failures
+);
+
+// 12. Yearly numeric Feb 29 -> clamps to 28 in a non-leap year, back to 29 in the next leap year.
+check(
+    'yearly numeric 29-Feb -> 2025 clamps to 28',
+    $calc->occurrenceFrom(ts('2024-02-29 08:00'), 'yearly', false, ts('2024-02-29 08:00'), false),
+    ts('2025-02-28 08:00'),
+    $failures
+);
+check(
+    'yearly numeric 29-Feb -> 2028 back to 29 (leap)',
+    $calc->occurrenceFrom(ts('2024-02-29 08:00'), 'yearly', false, ts('2027-03-01 00:00'), false),
+    ts('2028-02-29 08:00'),
+    $failures
+);
+
+// 13. Unknown frequency returns null.
+check(
+    'unknown frequency -> null',
+    $calc->occurrenceFrom(ts('2023-03-10 12:00'), 'nope', false, ts('2023-03-10 12:00'), false),
     null,
     $failures
 );

VERSION

@@ -1 +1 @@
-RecoReco v0.3.2
+RecoReco v1.1.1