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dtrai2 committed Jun 22, 2024
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30 changes: 30 additions & 0 deletions .gitignore
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# Byte-compiled / optimized / DLL files
__pycache__/
*.py[cod]
*$py.class

# Distribution / packaging
.Python
build/
develop-eggs/
dist/
downloads/
eggs/
.eggs/
lib/
lib64/
parts/
sdist/
var/
wheels/
share/python-wheels/
*.egg-info/
.installed.cfg
*.egg
MANIFEST

.idea
.venv
config.yaml
invoice_template.html
invoices
21 changes: 21 additions & 0 deletions LICENSE
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MIT License

Copyright (c) 2024 dtrai2

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.
67 changes: 67 additions & 0 deletions README.md
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# Shiny Invoice

This tool is meant as a simple and naive way to manage invoices locally.
It is not meant to be published online and used as an enterprise tool.


## Run

To run shiny invoice you need to clone this repository and install the dependencies with (it is suggested to use a venv)

```bash
pip install -e .
```

Once `shiny-invoice` is installed you need to create configuration file.
A suitable example looks like this:

```yaml
paths:
invoices_root_dir: /home/user/invoices/ # must be an absolute path, and it needs to end with /
invoices_dir_paid: paid
invoices_dir_unpaid: open
html_template: shiny_invoice/default_invoice_template.html
company: # here you can specify details of your company
name: Company Name
skills:
- Primary Skill
- Secondary Skill
address:
- Address line 1
- 4234 Addresline2
contact:
- [email protected]
- +49 123 456789
- shinyinvoice.de
bank:
name: SomeBank
iban: DE12 1234 5678 9100 00
bic: BICCCCCCC
tax_number: 11/2222/3333
tax_rate: 0.19
payment_terms_days: 14
invoice_defaults: # here you can set defaults, which will be used to prefill the invoice formular
recipient: |-
Comp 2
Compstreet Comp
1335 Compvill
items: |
Services, Hours, Rate, Price
Service 1, 40h, 100 €, 4.000 €
```
Once everything is set up you can run `shiny-invoice` with:

```bash
shiny-invoice run --config config.yaml
```

## Workflow

This application manages the invoices as plain html files, which then can be turned into pdfs via the
browsers print functionality.
According to the configuration invoices can be separated into paid/unpaid directories.
Based on that they will be also categorised inside the ui.
The application does not offer ways to move or change files, this has to be done manually.
The filename also needs to follow a specific pattern which is
`<CREATED_AT_DATE>-<INVOICE_NUMBER>-<CUSTOMERNAME>.html`
50 changes: 50 additions & 0 deletions pyproject.toml
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[build-system]
requires = ["setuptools>=68.0.0", "wheel", "setuptools_scm>=8"]
build-backend = "setuptools.build_meta"

[tool.setuptools]
packages = ["shiny_invoice"]

[tool.setuptools_scm]

[project]
name = "shiny-invoice"
description = "Simply manage invoices"
dynamic = ["version"]
requires-python = ">=3.10"
readme = "README.md"
license = { file = "LICENSE" }
classifiers = [
"Development Status :: 3 - Alpha",
"License :: OSI Approved :: MIT License",
"Programming Language :: Python",
"Programming Language :: Python :: 3",
"Programming Language :: Python :: 3.12",
"Topic :: Office/Business :: Financial :: Accounting",
]
keywords = [
"invoice",
"finance",
"accounting",
]

dependencies = [
"shiny",
"click",
"ruamel.yaml",
"pandas"
]

[project.optional-dependencies]
dev = [
"black",
"pylint",
"pre-commit"
]

[project.scripts]
shiny-invoice = "shiny_invoice.shiny_invoice:cli"

[tool.black]
line-length = 100
target-version = ['py311']
Empty file added shiny_invoice/__init__.py
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204 changes: 204 additions & 0 deletions shiny_invoice/default_invoice_template.html
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<!DOCTYPE html>
<html>
<head>
<meta charset="utf-8"/>
<style>
.invoice-wrapper {
margin: auto;
padding: 30px;
font-size: 13px;
line-height: 22px;
font-family: 'Helvetica Neue', 'Helvetica', Helvetica, Arial, sans-serif;
color: #555;
}

.invoice-wrapper .top {
display: flex;
justify-content: space-between;
}

.invoice-wrapper .top .title .name{
font-size: 2em;
color: #333;
}

.invoice-wrapper .top .details {
text-align: right;
}

.invoice-wrapper .addresses {
display: flex;
justify-content: space-between;
margin: 2em 0;
}

.invoice-wrapper .addresses .sender{
text-align: right;

}
.invoice-wrapper .addresses .sender-small{
font-size: 0.7em;
border-bottom: 1px solid #333;
}

.invoice-wrapper .addresses .recipient{
margin: 4em 0 0 0;
}

.invoice-wrapper .subject {
font-size: 20px;
font-weight: bold;
margin: 0 0 1em 0;
display: flex;
justify-content: space-between;
}

.invoice-wrapper .greetings {
margin-bottom: 1em;
}

.invoice-wrapper table {
width: 100%;
}

.invoice-wrapper table td {
padding: 2px;
}

.invoice-wrapper table tr td:first-child, .invoice-wrapper table thead th:first-child {
text-align: left;
}
.invoice-wrapper table tr td {
text-align: right;
}

.invoice-wrapper table thead th {
background: #eee;
border-bottom: 1px solid #ddd;
font-weight: bold;
}

.invoice-wrapper table tr.item td {
border-bottom: 1px solid #eee;
}

.invoice-wrapper .totals {
display: flex;
flex-direction: column;
align-items: flex-end;
}

.invoice-wrapper .totals table{
width: fit-content;
margin: 0.5em 0;
}
.invoice-wrapper .totals table td{
padding: 0 2px 0 2px;
font-size: 0.8em;
}
.invoice-wrapper .totals table td:first-child{
padding-right: 10px;
}

.invoice-wrapper .totals table tr:last-child{
font-weight: bold;
font-size: 1.2em;
}

.invoice-wrapper .closing .highlight{
font-weight: bold;
}

.invoice-wrapper .footer {
display: flex;
font-size: 0.6em;
line-height: 1.2em;
justify-content: space-around;
border-top: 1px solid #ddd;
padding-top: 15px;
}

.invoice-wrapper .footer span{
font-weight: bold;
}

@media print {
.invoice-wrapper .footer{
position: fixed;
bottom: 0;
left: 0;
width: 100%;
}
.pagebreak {
page-break-before: always;
}
}
</style>
</head>
<body>
<div class="invoice-wrapper">
<div class="top">
<div class="title">
<span class="name">${name}</span><br/>
<span class="skills">${primary_skills}</span>
</div>
<div class="details">
<td>Invoice ${invoice_number}<br/>Due date: ${due_at_date}</td>
</div>
</div>
<div class="addresses">
<div class="recipient">
<span class="sender-small">${name} | ${piped_address}</span><br/>
${recipient_address}
</div>
<div class="sender">
${name}<br/>
${linebreaked_address}<br/>
${primary_contact}
</div>
</div>

<div class="subject">
<span>Invoice</span>
<span>${created_at_date}</span>
</div>

<div class="greetings">
${introduction}<br/>
I appreciate your trust and would ask you to pay this invoice, without deductions, till the ${due_at_date}.
</div>
${invoice_items}
<div class="totals">
<table>
<tr><td>Net total:</td><td>${total_net}</td></tr>
<tr><td>VAT ${tax_rate}:</td><td>${tax}</td></tr>
<tr><td>Gross total:</td><td>${total_gross}</td></tr>
</table>
</div>
<div class="closing">
<p>Please make the payment to:<br/>
<span class="highlight">IBAN: ${iban}</span> at the <span class="highlight">${bank} (BIC: ${bic})</span><br/>
with the reference <span class="highlight">Invoice ${invoice_number}</span>.</p>

<p>Best Regards<br/>${name}</p>
</div>
<div class="footer">
<div class="left">
<span>${name}</span><br/>${all_skills}
</div>
<div class="center">
<span>Contact</span><br/>
${linebreaked_address}<br/>
${all_contact}
</div>
<div class="right">
<span>Bank details</span><br/>
Bank: ${bank}<br/>
IBAN: ${iban}<br/>
BIC: ${bic}<br/>
Tax number: ${tax_number}
</div>
</div>
</div>
</body>
</html>
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