diff options
Diffstat (limited to 'docs/INVOICING.md')
| -rw-r--r-- | docs/INVOICING.md | 38 |
1 files changed, 31 insertions, 7 deletions
diff --git a/docs/INVOICING.md b/docs/INVOICING.md index 7c6ce2e..de584cf 100644 --- a/docs/INVOICING.md +++ b/docs/INVOICING.md @@ -14,7 +14,8 @@ the generated PDF reproduces the existing document. - Customer register (name, address, momsreg.nr, e-mail, er referens, payment terms), owner-editable and audited. - One-page invoice document generated by bokfd, visually matching the - existing Google Sheets export (same grid, colours and wordmark). + existing Google Sheets export (same grid, colours and `FAKTURA` wordmark; + the header shows the organization name). - A configurable, always-increasing invoice number series per org, plus an OCR reference that Bankgiro accepts. - Issue in one action: number + PDF (stored as an immutable attachment) + @@ -49,13 +50,19 @@ Colours: | Body text | `#314c59` | | Header/table text on the bar | `#ffffff` | +The header bar's colour is the shared document setting +`document_header_color` (`#rrggbb`, default `#314c59`, also used by the +lönebesked). + Fonts: - Body: Helvetica (PDF base-14, metrically compatible with Arial); no embedding. -- Wordmark `MAKANDRA AB` and `FAKTURA`: Comfortaa Bold (SIL OFL) as - pre-generated vector outlines, drawn as filled paths. No font file or - TrueType machinery at runtime. +- Wordmark `FAKTURA`: Comfortaa Bold (SIL OFL) as pre-generated vector + outlines, drawn as filled paths; no font file or TrueType machinery at + runtime. The header's left side prints the organization `name` in + Helvetica-Bold, scaled down and truncated with `...` if it would reach + `FAKTURA`. Grid (points, origin top-left; refined against the originals in `tests/` golden comparisons): @@ -63,7 +70,7 @@ Grid (points, origin top-left; refined against the originals in | Element | x | y | |---|---|---| | Header bar (x 17.3–577.7) | 17.3 | 53.3–75.7 | -| Wordmark `MAKANDRA AB` (ink left/baseline) | 21.74 | 69.14 | +| Header name (org `name`, ink left/baseline) | 21.74 | 69.14 | | `FAKTURA` (ink right/baseline) | 576.87 | 69.14 | | Info labels (bold 7.285 pt), right-aligned | 113.98 | 101.11 + 14.71/row | | Info values (9.107 pt), left-aligned | 118.87 | same rows | @@ -206,6 +213,8 @@ CREATE TABLE invoices ( CHECK (status IN ('issued','credited')), document_id INTEGER, voucher_id INTEGER, + paid_date TEXT NOT NULL DEFAULT '', + payment_voucher_id INTEGER, last_sent_at TEXT, last_sent_to TEXT, created_at TEXT NOT NULL, @@ -214,7 +223,9 @@ CREATE TABLE invoices ( UNIQUE (org_id, number), FOREIGN KEY (org_id, customer_id) REFERENCES customers(org_id, id), FOREIGN KEY (org_id, document_id) REFERENCES attachments(org_id, id), - FOREIGN KEY (org_id, voucher_id) REFERENCES vouchers(org_id, id) + FOREIGN KEY (org_id, voucher_id) REFERENCES vouchers(org_id, id), + FOREIGN KEY (org_id, payment_voucher_id) + REFERENCES vouchers(org_id, id) ) STRICT; CREATE TABLE invoice_rows ( @@ -232,6 +243,7 @@ CREATE TABLE invoice_rows ( vat_code TEXT NOT NULL DEFAULT '25' CHECK (vat_code IN ('25','12','6','0','rc','eu')), account TEXT NOT NULL DEFAULT '', + is_text INTEGER NOT NULL DEFAULT 0, UNIQUE (org_id, id), UNIQUE (org_id, invoice_id, line_no), FOREIGN KEY (org_id, invoice_id) REFERENCES invoices(org_id, id) @@ -240,7 +252,19 @@ CREATE TABLE invoice_rows ( `vouchers.source` gains `invoice` (and later `credit`): the CHECK constraint must be widened. `invoice_rows` are written once at issue; `invoices` only -changes `status`, `last_sent_*` and (later) credit links. +changes `status`, `last_sent_*`, `paid_date`/`payment_voucher_id` and (later) +credit links. Schema v12 adds `invoice_rows.is_text` and the two payment +columns with forward `ALTER TABLE`s; the composite foreign key on +`payment_voucher_id` exists in fresh databases only (SQLite cannot add one +later), and `invoice.pay` validates the reference in code either way. + +A **text row** (`is_text`) is a free-text line in the table: only +`description` is meaningful, it has no quantity, unit, price or VAT and +contributes nothing to the totals or the posting voucher. It renders in the +description column only. Every invoice still needs at least one priced row. +When an invoice is marked **paid** (`invoice.pay`), `paid_date` is the +payment voucher's date and `payment_voucher_id` links it; partial payments +are not modelled. Customer seed: Andra bygg AB (Solna, SE559232855201, Eric Lejeby, 30), NZ Bygg AB (Bromma, SE559264837101, Valentyne Schnelle, 30), |