First implemenatation of invoice generator using python (#1)

Co-authored-by: Torsten Ueberschar <torsten@ueberschar.de>
Reviewed-on: torsten/freelance_invoice#1

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@@ -1,162 +1,19 @@
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README.md

@@ -1,2 +1,170 @@
-# freelance_invoice
+# Freelance Invoice
+
+is a simple command line tool to generate invoices for freelance work. It uses a simple template system based
+on `jinja2` to generate the
+invoice in HTML and then converts it to a PDF using `xhtml2pdf`.
+
+## Install
+
+Use python venv:
+
+```bash
+python -m venv .venv
+source .venv/bin/activate
+``` 
+
+Build executable:
+
+```bash
+pip install --upgrade build
+python -m build
+```
+
+Install the executable:
+
+```bash
+pip install .
+```
+
+See where it is installed:
+```bash
+which invoice
+```
+
+## usage
+
+```bash
+invoice -h
+
+
+
+```
+
+There are two yaml files describing your invoice:
+
+- `invoice.yaml` contains the invoice data
+- `envelope.yaml` contains the address data of the sender and the recipient
+
+The invoice data is read from the `invoice.yaml` file and the address data is read from the `envelope.yaml` file. The
+invoice data is then used to fill in the invoice template and the address data is used to fill in the address fields of
+the invoice.
+
+Some data are globaly available from the envelope template. Some of them can be overriden by the invoice template.
+
+invoice.yaml - The Name of the invoice file is used as the invoice number but you are free to override it in the
+invoice.yaml file.
+
+```yaml
+Id: RG004712 # overrides the file name as invlice Number
+CustomerId: KD01234 # The customer id is used to identify the customer and is beeing looked up in the envelope.yaml file.
+InvoiceDate: 2023-12-23 # The date of the invoice. If not set the current date is used.
+
+Positions:
+  - Title: "Zuckerwatte fressen Ganz besonders langer Text"
+    SubTitle: "Leistungszeitraum: 11/2022"
+    PricePerUnit: 100 # The price per unit is taken from the envelope.yaml file using the customer id but can be overriden here.
+    Quantity: 100
+
+  - Title: "Aschlecken"
+    SubTitle: "Leistungszeitraum: 11/2022"
+    PricePerUnit: 99.99
+    Quantity: 12
+
+  - Title: "Aschkriechen"
+    SubTitle: "Leistungszeitraum: 10/2022"
+    PricePerUnit: 77.88
+    Quantity: 3
+```
+
+envelope.yaml
+
+```yaml
+AddressContent:
+  # AddressBoxSender is is used as the sender address in the letter head inside the address windows.
+  AddressBoxSender: "Abs.: Torsten Ueberschar - Pfarrweg 1 - 57439 Attendorn"
+  # The Content is a place to put your personal data. E.G. it is used in the footer of the invoice.
+  # you may put markdown in here.
+  Contents:
+    - Text: |
+        ![logo](test_data/templates/images/logo.svg)  
+        Torsten Ueberschar  
+        Pfarrweg 1  
+        57439 Attendorn
+    - Text: |
+        **Kontakt**  
+        tu@uesome.de   
+        +49 2734 4239271
+    - Text: |
+        **Steuern**  
+        USt-IdNr.: DE313460724
+    - Text: |
+        **Bankverbindung**  
+        Torsten Ueberschar   
+        DE67 1001 1001 2626 8627 86   
+        NTSBDEB1XXX   
+        N26 Bank GmbH   
+
+# The Invoice field is used to put default values for the invoice. You may override them in the invoice.yaml file.    
+Invoice:
+  Vat: 19.0
+  Introduction: |
+    ### Rechnung 
+
+    *Sehr geehrte Damen und Herren*,
+
+    für folgende in Ihrem Auftrag ausgeführten Leistungen erlaube ich mir zu berechnen
+
+  Footer: |
+    Bitte überweisen Sie den Rechnungsbetrag unter Angabe der Rechnungsnummer auf mein Konto bis zum %%ZahlungsZiel%%.
+
+    Mit freundlichen Grüßen
+
+    *Torsten Uebeschar*
+
+# Customers is a list of customers. The customer id is used to identify the customer and is beeing looked up in the invoice.yaml file.    
+Customers:
+  - CustomerId: KD01234
+    PricePerUnit: 88.88
+    DueDate: 30 # DueDate is the number of days the customer has to pay the invoice.
+    # The AddressField is used to fill in the address field window of the invoice.
+    AddressField: |
+      Klaus Peter Klausen  
+      Am Klausenhof 1  
+      04711 Klausenhausen
+```
+
+```bash
+python src/main.py --help
+Simple invoice generator for freelancers and small businesses by Torsten Ueberschar
+
+usage: main.py [-h] -b BASE -i INVOICE [-e ENVELOPE] [-t TEMPLATE]
+
+Read invoice and envelope data from yaml file
+
+options:
+  -h, --help            show this help message and exit
+  -b BASE, --base BASE  base directory for invoice and envelope files
+  -i INVOICE, --invoice INVOICE
+                        Invoice file name
+  -e ENVELOPE, --envelope ENVELOPE
+                        Envelope file name
+  -t TEMPLATE, --template TEMPLATE
+                        directory for template files
+```
+
+## example
+
+```bash
+invoice -b test_data -i invoice.yaml -e envelope.yaml -t test_data/templates
+```
+
+## to do
+
+- give more structure to code 
+- make code testable
+
+## see also
+
+- https://xhtml2pdf.readthedocs.io/en/latest/index.html
+- https://jinja.palletsprojects.com/
 

pyproject.toml

@@ -0,0 +1,29 @@
+[project]
+name = "simple-invoice-generator"
+version = "0.2.0"
+description = "Simple invoice generator for freelancers and small businesses"
+readme = "README.md"
+authors = [{name = "Torsten Ueberschar", email = "tu@uesome.de"}]
+requires-python = ">=3.10"
+
+classifiers = [
+    "Development Status :: 3 - Alpha",
+    "Intended Audience :: Developers, Freelancers",
+    "License :: OSI Approved :: MIT License",
+    "Programming Language :: Python :: 3.10",
+]
+
+
+dependencies = [
+    'PyYAML',
+    'Jinja2',
+    'xhtml2pdf',
+    'Markdown'
+]
+
+[build-system]
+requires = ["setuptools"]
+build-backend = "setuptools.build_meta"
+
+[project.scripts]
+invoice = "main:main"

requirements.txt

@@ -0,0 +1,4 @@
+Jinja2==3.1.3
+Markdown==3.5.2
+PyYAML==6.0.1
+xhtml2pdf==0.2.15

src/invoice_generator/html_generator.py

@@ -0,0 +1,72 @@
+from pathlib import Path
+from jinja2 import FileSystemLoader, TemplateNotFound, Environment
+
+from xhtml2pdf import pisa
+from datetime import date, timedelta
+
+import markdown
+
+
+class HtmlTemplate:
+    def __init__(self, templates):
+        self.template_name = 'invoice.html'
+        if not Path(templates).exists():
+            raise FileNotFoundError(f'Inivalid path to template files: {templates}')
+        self.templates = templates
+        self.path_to_template = Path(templates)
+
+    def prepare_template(self, invoice_data, envelope_data):
+        try:
+            loader = FileSystemLoader(self.templates)
+            env = Environment(loader=loader)
+            env.globals['format_float'] = self.format_float
+            env.globals['calculate_total'] = self.calculate_total
+
+            env.filters['markdown_to_html'] = self.markdown_to_html
+            env.filters['named_replace'] = self.named_replace
+            env.filters['add_days'] = self.add_days
+
+            template = env.get_template(self.template_name)
+            return template.render(invoice=invoice_data, envelope=envelope_data)
+        except TemplateNotFound:
+            raise FileNotFoundError(f'Could not find template file: {self.template_name}')
+
+    @staticmethod
+    def calculate_total(invoice_data):
+        return sum((pos['Quantity'] * pos['PricePerUnit']) for pos in invoice_data.Positions)
+
+    @staticmethod
+    def named_replace(value, **replacements):
+        for key, replacement in replacements.items():
+            value = value.replace(f"%%{key}%%", str(replacement))
+        return value
+
+    @staticmethod
+    def format_float(value):
+        return f'{value:,.2f}'
+
+    @staticmethod
+    def add_days(date, number_of_days):
+        return date + timedelta(days=number_of_days)
+
+    @staticmethod
+    def markdown_to_html(md_content):
+        html_content = markdown.markdown(md_content)
+        return html_content
+
+    def convert_html_to_pdf(self, source_html, output_filename):
+        # open output file for writing (truncated binary)
+        result_file = open(output_filename, "w+b")
+
+        # convert HTML to PDF
+        pisa_status = pisa.CreatePDF(
+            source_html,  # the HTML to convert
+            path=str(self.path_to_template / 'fonts'),
+            dest=result_file
+        )  # file handle to receive result
+
+        # close output file
+        result_file.close()  # close output file
+
+        # return False on success and True on errors
+        return pisa_status.err

src/main.py

@@ -0,0 +1,156 @@
+import argparse
+import yaml
+import locale
+
+from pathlib import Path, PurePath
+from datetime import datetime
+
+from invoice_generator import html_generator
+
+
+class DataObject:
+    def __init__(self, **kwargs):
+        for key, value in kwargs.items():
+            setattr(self, key, value)
+
+
+def parse_yaml_file(file_path):
+    with open(file_path, 'r', encoding='utf-8') as file:
+        return yaml.safe_load(file)
+
+
+def check_file(file_path):
+    try_out_extensions = ['.yaml', '.yml']
+
+    for ext in try_out_extensions:
+        if file_path.exists():
+            return file_path
+        file_path = file_path.with_suffix(ext)
+    return None
+
+
+def parse_date(date_string):
+    return datetime.strptime(date_string, '%Y-%m-%d').date()
+
+
+def merge_envelope_data_into_invoice_data(invoice_data, source_data):
+    if (source_data is None) or (invoice_data is None):
+        return
+    for key, value in source_data.items():
+        if not hasattr(invoice_data, key):
+            setattr(invoice_data, key, value)
+
+
+# Utility function
+
+
+def main():
+    locale.setlocale(locale.LC_ALL, 'de_DE.utf8')
+
+    cwd = Path.cwd().resolve()
+
+    print('Simple invoice generator for freelancers and small businesses by Torsten Ueberschar')
+    print()
+    parser = argparse.ArgumentParser(description='Read invoice and envelope data from yaml file')
+    parser.add_argument('-b', '--base', type=str, required=False, default=cwd,
+                        help='base directory for invoice and envelope files (default: (current working directory) %(default)s)')
+    parser.add_argument('-e', '--envelope', type=str, required=False, default='envelope.yaml',
+                        help='Envelope file name (default: %(default)s)')
+    parser.add_argument('-t', '--template', type=str, required=False, default='templates',
+                        help='directory for template files (default: %(default)s)')
+    parser.add_argument('-i', '--invoice', type=str, required=True, help='Invoice file name')
+
+    args = parser.parse_args()
+
+    invoice_file = args.invoice
+    envelope_file = args.envelope
+
+    print(f'Searching for invoice files in: {args.base}')
+
+    invoice_file = Path(args.base) / invoice_file
+    envelope_file = Path(args.base) / envelope_file
+
+    invoice_file = check_file(invoice_file)
+    envelope_file = check_file(envelope_file)
+
+    print(f'Found invoice file: {invoice_file}')
+    print(f'Found envelope file: {envelope_file}')
+
+    if invoice_file is None:
+        print('Error: No invoice file found')
+        return
+    if envelope_file is None:
+        print('Error: No envelope file found')
+        return
+
+    try:
+        invoice = parse_yaml_file(invoice_file)
+        envelope = parse_yaml_file(envelope_file)
+
+        print('Envelope data:')
+        envelope_data = DataObject(**envelope)
+        print('<--->')
+        print(yaml.dump(envelope_data))
+        print('</--->')
+
+        print('Invoice data:')
+        invoice_data = DataObject(**invoice)
+        merge_envelope_data_into_invoice_data(invoice_data, envelope_data.Invoice)
+
+        selected_customer = next((x for x in envelope_data.Customers if x['CustomerId'] == invoice_data.CustomerId),
+                                 None)
+        merge_envelope_data_into_invoice_data(invoice_data, selected_customer)
+
+        if not hasattr(invoice_data, 'InvoiceDate'):
+            invoice_data.InvoiceDate = datetime.now().date()
+        else:
+            invoice_data.InvoiceDate = parse_date(invoice_data.InvoiceDate)
+
+        if not hasattr(invoice_data, 'Id'):
+            invoice_data.Id = None
+
+        if not hasattr(invoice_data, 'Positions'):
+            invoice_data.Positions = []
+
+        for position in invoice_data.Positions:
+            if 'PricePerUnit' not in position or position['PricePerUnit'] is None:
+                position['PricePerUnit'] = invoice_data.PricePerUnit
+
+        invoice_data.Id = invoice_data.Id or invoice_file.stem
+        print('<--->')
+        print(yaml.dump(invoice_data))
+        print('</--->')
+
+    except FileNotFoundError as e:
+        print(f'Error: {e}')
+        return
+    except yaml.YAMLError as e:
+        print(f'Error: {e}')
+        return
+    except Exception as e:
+        print(f'Error: {e}')
+        return
+
+    if not PurePath(args.template).is_absolute():
+        template_dir = (Path(args.base) / args.template).resolve()
+    else:
+        template_dir = Path(args.template).resolve()
+
+    generator = html_generator.HtmlTemplate(template_dir)
+    template = generator.prepare_template(invoice_data, envelope_data)
+
+    try:
+        print('Generating invoice...')
+        output_path = Path(args.base) / 'pdf' 
+        output_path.mkdir(parents=True, exist_ok=True)
+        output_path = output_path / f'{invoice_data.Id}.pdf'
+        invoice_pdf = output_path.resolve()
+        print(f'Invoice PDF: {invoice_pdf}')
+        generator.convert_html_to_pdf(template, invoice_pdf)
+    except Exception as e:
+        print(f'Error: {e}')
+        return
+
+
+if __name__ == "__main__":
+    main()

test_data/RG004211.yaml

@@ -0,0 +1,20 @@
+#Id: RG004712
+CustomerId: KD01234
+#InvoiceDate: 2023-12-23
+
+Positions:
+  - Title: "Zuckerwatte essen"
+    SubTitle: "Leistungszeitraum: 11/2022"
+    PricePerUnit: 100
+    Quantity: 100
+
+  - Title: "Sinnloses Zeug"
+    PricePerUnit:  99.99
+    Quantity: 12
+
+  - Title: "Irgend was anderes"
+    SubTitle: "Leistungszeitraum: 10/2022"
+    Quantity: 3
+
+    
+

test_data/envelope.yaml

@@ -0,0 +1,47 @@
+AddressContent:
+  LogoFile: Images/logo.svg
+  AddressBoxSender: "Abs.: Klaus Kleinkariert, Musterstraße 1, 12345 Musterhausen"
+  Contents:
+    - Text: |
+        ![logo](images/logo.png)  
+        Klaus Kleinkariert  
+        Musterstraße 1  
+        12345 Musterhausen
+    - Text: |
+        **Kontakt**  
+        klaus@klaus-superheld.de   
+        +49 800 12345678
+    - Text: |
+        **Steuern**  
+        USt-IdNr.: DE123456789
+    - Text: |
+        **Bankverbindung**  
+        Klaus Kleinkariert   
+        DE12 1234 1234 1234 1234 12   
+        ABCDTTCXXX   
+        Geiz Bank GmbH
+
+Invoice:
+  Vat: 19.0
+  Introduction: |
+    ### Rechnung 
+
+    *Sehr geehrte Damen und Herren*,
+
+    für folgende in Ihrem Auftrag ausgeführten Leistungen erlaube ich mir zu berechnen
+
+  Footer: |
+    Bitte überweisen Sie den Rechnungsbetrag unter Angabe der Rechnungsnummer auf mein Konto bis zum %%ZahlungsZiel%%.
+        
+    Mit freundlichen Grüßen
+
+    *Klaus Musterhausen*
+
+Customers:
+  - CustomerId: KD01234
+    PricePerUnit: 43.50
+    DueDate: 14
+    AddressField: |
+      Beispiel GmbH  
+      Beispielstraße 12  
+      12345 Musterhausen

test_data/templates/invoice.html

@@ -0,0 +1,227 @@
+<html>
+<head>
+    <style>
+        @font-face {
+            font-family: "Barlow Semi Condensed";
+            src: url("fonts/BarlowSemiCondensed-Regular.ttf");
+        }
+
+        @font-face {
+            font-family: "Barlow Semi Condensed";
+            src: url("fonts/BarlowSemiCondensed-Light.ttf");
+            font-style: normal;
+            font-weight: normal;
+        }
+
+        @font-face {
+            font-family: "Barlow Semi Condensed";
+            src: url("fonts/BarlowSemiCondensed-LightItalic.ttf");
+            font-style: italic;
+            font-weight: normal;
+        }
+
+        @font-face {
+            font-family: "Barlow Semi Condensed";
+            src: url("fonts/BarlowSemiCondensed-Bold.ttf");
+            font-style: normal;
+            font-weight: bold;
+        }
+
+        @font-face {
+            font-family: "Barlow Semi Condensed";
+            src: url("fonts/BarlowSemiCondensed-BoldItalic.ttf");
+            font-style: italic;
+            font-weight: bold;
+        }
+
+        @page {
+            size: a4 portrait;
+            margin: 1cm 1cm 1cm 2cm;
+            font-size: 12pt;
+
+            @frame address_frame {
+                /* Static Frame */
+                -pdf-frame-content: address_frame_content;
+                left: 2.5cm;
+                width: 8.5cm;
+                top: 5.5cm;
+                height: 4cm;
+            }
+
+            @frame letter_head_frame {
+                /* Another static Frame */
+                -pdf-frame-content: letter_head_content;
+                left: 15.5cm;
+                width: 4cm;
+                top: 1cm;
+            }
+
+            @frame content_first_page_frame {
+                /* Content Frame */
+                left: 2cm;
+                width: 13cm;
+                top: 11cm;
+                bottom: 1cm;
+            }
+        }
+
+        body {
+            font-family: 'Barlow Semi Condensed';
+            font-size: 10pt;
+        }
+
+        table {
+        }
+
+        #address_frame_content {
+        }
+
+        #letter_head_content {
+        }
+
+        .head {
+        }
+
+        .positionen {
+            padding-top: 1pt;
+            padding-bottom: 1pt;
+        }
+
+        .links {
+            text-align: left;
+        }
+
+        .rechts {
+            text-align: right;
+        }
+
+        .summe {
+            padding-top: 1mm;
+            border-top: .1pt solid black;
+        }
+
+        .bold {
+            font-weight: bold;
+        }
+
+        .underline {
+            border-bottom: .1pt solid black;
+        }
+
+        .overline {
+            border-top: .1pt solid black;
+        }
+
+        .center {
+            text-align: center;
+        }
+
+        .head_data {
+            width: 100%;
+            border-collapse: collapse;
+        }
+
+        .head_data td {
+            text-align: center;
+        }
+
+        .small {
+            font-size: 8pt;
+        }
+
+        #letter_head_content img {
+            display: block;
+            margin-left: -.55cm;
+        }
+
+        .position_top {
+            padding-top: 1pt;
+        }
+
+        .position_bottom {
+            padding-bottom: 1pt;
+        }
+
+    </style>
+</head>
+
+<body>
+<!-- Content for Static Frame 'header_frame' -->
+<div id="address_frame_content">
+    <p class="underline small center">{{ envelope.AddressContent.AddressBoxSender }}</p>
+    <address>
+        {{ invoice.AddressField | markdown_to_html }}
+    </address>
+</div>
+<div id="letter_head_content" class="small">
+    {% for address in envelope.AddressContent.Contents %}
+    {{ address.Text | markdown_to_html }}
+    {% endfor %}
+</div>
+
+
+<!-- HTML Content -->
+<table class="head_data">
+    <tr class="small">
+        <td>Rechnungsnummer:</td>
+        <td>Kundennummer:</td>
+        <td>Rechnungsdatum:</td>
+    </tr>
+    <tr>
+        <td>{{ invoice.Id }}</td>
+        <td>{{ invoice.CustomerId }}</td>
+        <td>{{ invoice.InvoiceDate.strftime('%d. %B %Y') }}</td>
+    </tr>
+    </tr>
+</table>
+
+<section>
+    <p>{{ invoice.Introduction | markdown_to_html }}</p>
+</section>
+
+<section>
+    <table>
+        <tr class="head underline">
+            <th class="links" style="width: 55%">Aktivität</th>
+            <th class="rechts" style="width: 15%">Anzahl</th>
+            <th class="rechts" style="width: 15%">Einheit</th>
+            <th class="rechts" style="width: 15%">Betrag</th>
+        </tr>
+        {% for position in invoice.Positions %}
+        <tr>
+            <td class="links position_top">{{ position.Title }}</td>
+            <td class="rechts" rowspan="2">{{ format_float(position.Quantity | float) }}</td>
+            <td class="rechts" rowspan="2">{{ format_float((position.PricePerUnit or invoice.PricePerUnit) | float) }}
+            </td>
+            <td class="rechts" rowspan="2">{{ format_float(position.Quantity * ( position.PricePerUnit or
+                invoice.PricePerUnit ))}}
+            </td>
+        </tr>
+        <tr>
+            <td class="links small position_bottom">{{ position.SubTitle }}</td>
+        </tr>
+        {% endfor %}
+        <tr class="summe">
+            <td></td>
+            <td colspan="2" class="rechts">Nettosumme:</td>
+            <td class="rechts">{{ format_float(calculate_total(invoice)) }}</td>
+        </tr>
+        <tr>
+            <td></td>
+            <td colspan="2" class="rechts">USt. ({{ format_float(invoice.Vat) }}%):</td>
+            <td class="rechts">{{ format_float(calculate_total(invoice) * ((invoice.Vat / 100))) }}</td>
+        </tr>
+        <tr>
+            <td></td>
+            <td colspan="2" class="rechts bold overline">Gesamt Summe:</td>
+            <td class="rechts bold overline">{{ format_float(calculate_total(invoice) * ((invoice.Vat / 100)+1)) }}</td>
+        </tr>
+    </table>
+</section>
+
+<section>
+    <p>{{ invoice.Footer | markdown_to_html | named_replace(ZahlungsZiel=(invoice.InvoiceDate |
+        add_days(invoice.DueDate)).strftime('%d. %B %Y')) }}</p>
+</section>
+</body>
+</html>