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;examples: invoicing: new invoice script example
This commit is contained in:
Simon Michael
parent
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commit
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79
examples/invoicing/invoice-script/README.md
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79
examples/invoicing/invoice-script/README.md
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Scripts adapted from a real-world setup, not guaranteed to be current or working.
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Example:
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Show invoice preview:
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```
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$ ./invoice abinvoice.tmpl.md client.ab.dev 200
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---
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papersize: letter
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margin-left: 20mm
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margin-right: 25mm
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margin-top: 20mm
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margin-bottom: 20mm
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...
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{ width=100mm }\
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Joe Consultant | +1 (111) 111 1111 | joe@example.com | 500 Done Dr. #1, Work Ville, CA 10000, USA
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Carl Client\
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AB Inc.\
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PO Box 11111\
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CA 20000\
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December 4, 2021
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# Invoice 202111cw
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| Description | Rate | Qty | Total |
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|:--------------------------------------------|-------:|-------:|--------:|
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| Systems reliability engineering | $ 1111 | | $ 1111 |
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| On-call monitoring & tech support | $ 2222 | | $ 2222 |
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| Contractor/vendor management | $ 333 | | $ 333 |
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| Custom SW development & maintenance (Nov) | $ 444 | 2.00 | $ 888 |
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| Reimbursable expenses (Nov) | | | $ 200 |
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| | | | |
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| Total due | | | $ 4754 |
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| | | | |
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Terms: Now due. Your business is appreciated, thank you!
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```
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Generate markdown and PDF invoices and sample journal entries:
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```
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$ ./invoice abinvoice.tmpl.md client.ab.dev 200 --md --pdf --txn
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wrote abinvoice202111.md
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Loading pages (1/6)
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Counting pages (2/6)
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Resolving links (4/6)
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Loading headers and footers (5/6)
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Printing pages (6/6)
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Done
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wrote abinvoice202111.pdf
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--------------------------------------------------------------------------------
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2021-12-04 (202111) abinvoice | invoice $ 4754
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(assets:receivable:abinvoice:consulting) $ 4554 ; Nov hourly & Dec fixed fees
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;(assets:receivable:abinvoice:reimbursement) $ 200 ; Nov reimbursable expenses
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; 2021-12-04 (202111) abinvoice | payment
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; ; receive full amount of invoice
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; assets:bank:checking $ 4754
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; assets:receivable:abinvoice:reimbursement $- 200
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; assets:receivable:abinvoice:consulting $- 4554 = ./invoice
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; ; recognise revenue (cash accounting)
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; (revenues:abinvoice) $- 4554
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; ; estimate tax due, tax-saved-on: ?, TODO:
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; (liabilities:tax:us:2021) $-1275 ; 28%
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; (liabilities:tax:st:2021) $-364 ; 8%
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; ; Total tax: $1639 ; 36%
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; ; Post-tax income: $2915
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; 2021-12-04 save estimated tax from abinvoice 202111, received 2021-12-04
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; assets:bank:checking $-1639
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; assets:bank:savings:tax:us:2021 $1275
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; assets:bank:savings:tax:st:2021 $364
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```
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117
examples/invoicing/invoice-script/abinvoice.css
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117
examples/invoicing/invoice-script/abinvoice.css
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/* https://martinbetz.eu/articles/pandoc-invoices */
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@charset "utf-8";
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body {
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/* font-size: 10.5pt; */
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/* font-family: */
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/* "Avenir Next", -apple-system, BlinkMacSystemFont, "Segoe UI", "Roboto", */
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/* "Oxygen", "Ubuntu", "Cantarell", "Fira Sans", "Droid Sans", "Helvetica Neue", sans-serif; */
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hyphens: auto;
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height: 250mm; /* 280 - 10 (top) - 20 (bottom) */
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line-height: 140%;
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margin: 0;
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padding: 0;
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}
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code {
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font-family: "Source Sans Code", Courier New, Courier, monospace;
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margin-left: 1pt;
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/* font-size:12pt; */
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}
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a {
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color: black;
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margin-left: 1pt;
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}
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h1 {
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font-size: 20pt;
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margin-top: 10mm;
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padding-top:0;
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/* margin-top: 6pt; */
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/* margin-bottom: 0; */
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}
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h2 {
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font-size: 16pt;
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/* margin-top: 20pt; */
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margin-top: 10mm;
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/* font-weight: normal; */
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/* margin-top: 0; */
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/* margin-bottom: 20pt; */
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}
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p {
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width: 100%;
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}
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p:first-of-type {
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text-align: center;
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font-size: 9pt;
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word-spacing: 1pt;
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}
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p:nth-of-type(2) {
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margin-top: 10mm;
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}
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p:nth-of-type(3) {
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text-align: center;
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font-weight:bold;
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font-size:12pt;
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}
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/* p:nth-last-of-type(3) { */
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/* margin-top: 10mm; */
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/* } */
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/* p:last-of-type { */
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/* text-align: center; */
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/* font-size: 9pt; */
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/* position: absolute; */
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/* bottom: 2mm; */
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/* margin-bottom: 0; */
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/* padding-bottom: 0; */
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/* color: #444; */
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/* } */
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table {
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width: 100%;
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}
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table:nth-of-type(1) {
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border: 1px solid black;
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padding: 5pt;
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}
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table:nth-of-type(1) td {
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border-top: 1px solid #eee;
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}
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table:nth-of-type(1) tr:nth-last-of-type(1) {
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font-weight: bold;
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}
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table:nth-of-type(1) tr:nth-last-of-type(1) td {
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/* border-top: 1px solid black; */
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padding-top: 1em;
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}
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/* table:nth-of-type(1) td:nth-of-type(2) { */
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/* text-align: center; */
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/* } */
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hr {
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border: 1px solid #eee;
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}
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hr:last-of-type {
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position: absolute;
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bottom: 14mm;
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width: 100%;
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}
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figure {
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margin: 0;
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}
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33
examples/invoicing/invoice-script/abinvoice.tmpl.md
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33
examples/invoicing/invoice-script/abinvoice.tmpl.md
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---
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papersize: letter
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margin-left: 20mm
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margin-right: 25mm
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margin-top: 20mm
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margin-bottom: 20mm
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...
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{ width=100mm }\
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Joe Consultant | +1 (111) 111 1111 | joe@example.com | 500 Done Dr. #1, Work Ville, CA 10000, USA
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Carl Client\
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AB Inc.\
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PO Box 11111\
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CA 20000\
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$MONTH $DAY, $YEAR
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# Invoice ${YEAR}${LMM}cw
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| Description | Rate | Qty | Total |
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|:--------------------------------------------|-------:|-------:|--------:|
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| Systems reliability engineering | $ 1111 | | $ 1111 |
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| On-call monitoring & tech support | $ 2222 | | $ 2222 |
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| Contractor/vendor management | $ 333 | | $ 333 |
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| Custom SW development & maintenance ($LM) | $ 444 | $HRS | $ $AMT |
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| Reimbursable expenses ($LM) | | | $ $EXP |
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| | | | |
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| Total due | | | $ $TOT |
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| | | | |
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Terms: Now due. Your business is appreciated, thank you!
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180
examples/invoicing/invoice-script/invoice
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180
examples/invoicing/invoice-script/invoice
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#!/usr/bin/env bash
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# shellcheck disable=SC2016
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# Create invoices with hledger and pandoc.
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# cf hledger/examples/invoicing, https://hledger.org/invoicing.html, https://martinbetz.eu/articles/pandoc-invoices
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set -e
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#PROG=$(basename "$0")
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function usage() {
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cat <<EOF
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--------------------------------------------------------------------------------
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invoice:
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Make markdown or pdf invoices, optionally including last month's time
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and expenses, from a markdown template and similarly-named .css file.
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Requires hledger, pandoc, awk, GNU date, envsubst, python3, sed, tail.
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$ invoice
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Show this help.
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$ invoice TEMPLATEFILE [TIMEACCTORAMT [EXPACCTORAMT]] [FLAGS]
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Print a markdown invoice on stdout.
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TIMEACCTORAMT and EXPACCTORAMT are time and expense accounts to query
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with hledger, or if numeric, the hours and expense amounts directly.
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With --md and/or --pdf, save it as markdown / PDF in current directory.
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With --txn, print sample hledger journal entries on stdout.
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EOF
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}
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ARGS=()
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while [[ $# -gt 0 ]]; do
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key="$1"
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case $key in
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-h|--help)
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HELP=1
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shift
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;;
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--md)
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MD=1
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shift
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;;
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--pdf)
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PDF=1
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shift
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;;
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--txn)
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TXN=1
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shift
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;;
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*)
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if [[ "$1" != -* ]]
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then
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ARGS+=("$1")
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shift
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else
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echo "Error: unknown option $1"
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exit 1
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fi
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;;
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esac
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done
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if [[ $HELP = 1 || ${#ARGS} -eq 0 ]]; then usage; exit; fi
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DEFTIMEACCT=0
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DEFEXPACCT=0
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TEMPLATE="${ARGS[0]}"
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TIMEACCT="${ARGS[1]:-$DEFTIMEACCT}"
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EXPACCT="${ARGS[2]:-$DEFEXPACCT}"
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# XXX FIXEDEXPS and RATE here, and printf widths below, must be kept synced with TEMPLATE
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FIXEDEXPS=$(python3 -c "print(sum([ 1111, 2222, 333 ]))")
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RATE=444
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TIMELOG=./time.timedot
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#
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# if changing this period, hledger and date may need different values
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HLEDGERPERIOD='last month'
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DATECMDPERIOD='last month'
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NUMRE="^[0-9]+([.][0-9]+)?$"
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if [[ $TIMEACCT =~ $NUMRE ]]
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then
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HRS=$TIMEACCT
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else
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HRS=$(hledger -f "$TIMELOG" bal "$TIMEACCT" -1 "date:$HLEDGERPERIOD" -N | tail -1 | awk '{print $1}')
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fi
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if [[ $EXPACCT =~ $NUMRE ]]
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then
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EXP=$EXPACCT
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else
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EXP=$(hledger bal "$EXPACCT" "date:$HLEDGERPERIOD" amt:'>0' -N --layout=bare | tail -1 | awk '{print $1}')
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fi
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# on mac, use homebrew-installed GNU date
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if [ "$(builtin type -p gdate)" ]; then export date=gdate; else export date=date; fi
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YEAR=$($date +%Y)
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MONTH=$($date +%B)
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MON=$($date +%b)
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MM=$($date +%m)
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DD=$($date +%d)
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DAY=$($date +%-d)
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LM=$($date +%b --date "$DATECMDPERIOD")
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LMM=$($date +%m --date "$DATECMDPERIOD")
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# shellcheck disable=SC2001
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INVOICEBASE=$(basename "$TEMPLATE" | sed -e 's/\..*//')
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INVOICEDATED=$INVOICEBASE$YEAR$LMM
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INVOICEMD=$INVOICEDATED".md"
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INVOICEPDF=$INVOICEDATED".pdf"
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CSS=$INVOICEBASE".css"
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HRS="${HRS:-0}"
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HRS=$(printf %4s "$HRS")
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EXP=$(printf %5.0f "$EXP")
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AMT=$(python3 -c "print(round( $HRS * $RATE ))")
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AMT=$(printf %5s "$AMT")
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REV=$(python3 -c "print(sum([ $FIXEDEXPS, $AMT ]))")
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REV=$(printf %5s "$REV")
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TOT=$(python3 -c "print(sum([ $FIXEDEXPS, $AMT, $EXP ]))")
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TOT=$(printf %5s "$TOT")
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export YEAR MONTH DAY LMM LM HRS AMT REV EXP TOT
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if [[ $MD != 1 && $PDF != 1 ]]; then
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# print markdown invoice
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envsubst '$YEAR:$MONTH:$DAY:$LMM:$LM:$HRS:$EXP:$AMT:$TOT' <"$TEMPLATE"
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else
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if [[ $MD = 1 ]]; then
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# save markdown invoice
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envsubst '$YEAR:$MONTH:$DAY:$LMM:$LM:$HRS:$EXP:$AMT:$TOT' <"$TEMPLATE" >"$INVOICEMD"
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echo "wrote $INVOICEMD"
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fi
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if [[ $PDF = 1 ]]; then
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# save pdf invoice
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envsubst '$YEAR:$MONTH:$DAY:$LMM:$LM:$HRS:$EXP:$AMT:$TOT' <"$TEMPLATE" \
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| pandoc -t html5 --metadata title=" " --css "$CSS" -o "$INVOICEPDF"
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echo "wrote $INVOICEPDF"
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fi
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fi
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if [[ $TXN = 1 ]]; then
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# generate sample journal entries
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printf "\n--------------------------------------------------------------------------------\n\n"
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USTAXRATE=0.28
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STTAXRATE=0.08
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CLIENT=$INVOICEBASE
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USTAX=$(python3 -c "print(round( $REV * $USTAXRATE))")
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#USTAX=$(printf %5s "$USTAX")
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STTAX=$(python3 -c "print(round( $REV * $STTAXRATE))")
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#STTAX=$(printf %5s "$STTAX")
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TOTTAX=$(python3 -c "print($USTAX + $STTAX)")
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#TOTTAX=$(printf %5s "$TOTTAX")
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PTINC=$(python3 -c "print($REV - $TOTTAX)")
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#PTINC=$(printf %5s "$PTINC")
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envsubst '$CLIENT:$YEAR:$MM:$DD:$MON:$LMM:$LM:$REV:$EXP:$TOT:$USTAX:$STTAX:$TOTTAX:$PTINC' <<EOF
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$YEAR-$MM-$DD (${YEAR}${LMM}) $CLIENT | invoice \$$TOT
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(assets:receivable:$CLIENT:consulting) \$$REV ; $LM hourly & $MON fixed fees
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;(assets:receivable:$CLIENT:reimbursement) \$$EXP ; $LM reimbursable expenses
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; $YEAR-$MM-$DD (${YEAR}${LMM}) $CLIENT | payment
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; ; receive full amount of invoice
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; assets:bank:checking \$$TOT
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; assets:receivable:$CLIENT:reimbursement \$-$EXP
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; assets:receivable:$CLIENT:consulting \$-$REV = $0
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; ; recognise revenue (cash accounting)
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; (revenues:$CLIENT) \$-$REV
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; ; estimate tax due, tax-saved-on: ?, TODO:
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; (liabilities:tax:us:2021) \$-$USTAX ; 28%
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; (liabilities:tax:st:2021) \$-$STTAX ; 8%
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; ; Total tax: \$$TOTTAX ; 36%
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; ; Post-tax income: \$$PTINC
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; $YEAR-$MM-$DD save estimated tax from $CLIENT ${YEAR}${LMM}, received $YEAR-$MM-$DD
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; assets:bank:checking \$-$TOTTAX
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; assets:bank:savings:tax:us:2021 \$$USTAX
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; assets:bank:savings:tax:st:2021 \$$STTAX
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EOF
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fi
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0
examples/invoicing/invoice-script/logo.jpg
Normal file
0
examples/invoicing/invoice-script/logo.jpg
Normal file
2
examples/invoicing/invoice-script/time.timedot
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2
examples/invoicing/invoice-script/time.timedot
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2021-11-15
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client.ab.dev .... ....
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