Document desired data-driven end-game

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Lance Vick 2024-12-06 15:51:08 -08:00
parent 75482004ec
commit 92e312fd68
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GPG Key ID: 8E47A1EC35A1551D
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# Tracking Time
# Punchin
To start running PunchIn for a specific client, use:
A time billing tool for FOSS teams that want to spend as little time tracking time as possible
# Features
- Invoice Management
- automatically log hours to draft invoices via invoice system integration
- Conversation discovery
- Find potentially billable conversations with tracked people, domains, or channels
- Work Discovery
- Find potentially billable commits, tickets, milestones
- Secret Management
- Store all credentials in hardware-token-backed PGP encrypted storage
# Integrations
- Slack
- Matrix
- Forgejo
- Firefox
- IMAP
- InvoiceNinja
- git
# Workflow
## Setup
1. Register data sources
```
> punchin login [service]
```
- setup chat, email, git accounts, invoice system, etc
- Will be asked to add all services if none specified
2. Register a new client
```
> punchin client add
```
- Select client from list of clients defined in invoicing system
- Setup minimum time increment (e.g. 30m)
- Setup rate from list of supported rates in invoicing system
- Setup reduced rate for first x hours for retainers
- Setup monitored keywords, domains, repos
- Setup milestones, projects, issues to log time to
- Setup target invoice template
## Usage
```sh
cargo run -- start <client>.json
```
> punchin
Enter the projects as you start working on them. Each time you switch to a new
project, the current project will be committed and rounded to the next chunk
(by default, 30 minutes). Once finished, be sure to exit the program using
ctrl-d or EOL to properly save progress.
-> Select Client
--> 1. ACME Co. [Default]
--> 2. John Doe Intustries
# Generating Reports
[Enter] for default
> 1
PunchIn natively supports Markdown and CSV.
-> Time: 14:34 2024-12-06
Last Update: Nov 5
Search time: Nov 3-5
```sh
cargo run -- report <client>.json --format markdown --timescale hours
cargo run -- report <client>.json --format csv --timescale hours
-> Searching Events...
------------------------------------------------------------------
-> Found meeting:
- Description: "Meeting: Discussing Priorities"
- Source: Email Invite
- Context: [Link]
- Timeframe: Nov 4 - Nov 5
- Words: 345
- Participants: Joe C, Jim G., Bob H.
- Time [Estimated]: 2.5h
--> 1. Bill [Default]
--> 2. Mark non-billable
--> 3. Update time
--> 4. Update description
> 1
------------------------------------------------------------------
-> Found conversation
- Description: "Matrix Chat in 'Team'"
- Keywords: "ACME"
- Channel: #acme-team@matrix.org
- Participants: Joe C, Jim G.
- Words: 195
- Context: [Link]
- Time [Estimated]: 30m
--> 1. Bill [Default]
--> 2. Mark non-billable
--> 3. Update time
--> 4. Update description
> 3
New Total:
> 1h
> 4
New Description:
> Architecture Discussion
> 1
--> Invoice Line Submitted
------------------------------------------------------------------
-> Found commit
- Description: "Refactor to be more readable"
- Source: git@codeberg.org/acme/website.git#joe/refactor-stuff
- Channel: "Team"
- Ticket: [None]
- Milestone: [None]
- Participants: Joe C, Jim G.
- Lines: 2534
- Context: [Link]
- Time [Estimated]: 5h
--> 1. Bill [Default]
--> 2. Mark non-billable
--> 3. Update time
--> 4. Update description
> 1
Error: Client "ACME" requires "Ticket" and "Milestone" to be set
Choose ticket:
--> 1. Cleanup Refactor
--> 2. Spellcheck support
--> N. [New]
> 1
Choose milestone:
--> 1. Usability
--> 2. Doc Improvements
--> N. [New]
> N
New Milestone Name
> Refactor/Cleanup
-> Updated Hours: "acme/website - Cleanup Refactor"
-> Updated Invoice: "ACME Consulting - 2025/01/12"
------------------------------------------------------------------
-> Found review
- Description: "Review: add spell checking"
- Source: git@codeberg.org/acme/website.git#jim/spellcheck-support
- Issue: "#154"
- Context: [Link]
- Participants: Joe C, Jim G.
- Lines: 2534
- Time [Estimated]: 1h
--> 1. Bill [Default]
--> 2. Mark non-billable
--> 3. Update time
--> 4. Update description
> 1
------------------------------------------------------------------
-> Log manual hours?
--> [Y/n]
> Y
Start:
> 2024-12-06 15:41 PT
End:
> 2024-12-06 16:00 PT
Description:
> Took a walk trying to do debugging
-> Adjusted time: 30m
-> Updated Invoice: "ACME Consulting - 2025/01/12"
```