autkin/invoicing
1
0
Fork 0
Code Issues Pull requests Projects Releases Packages Wiki Activity Actions

Add everything

Browse source
This commit is contained in:
Andriy Utkin 2024-09-13 14:38:24 +01:00
commit 63d7293fc5
14 changed files with 221 additions and 0 deletions
Show stats Download patch file Download diff file Expand all files Collapse all files

21
README.md Normal file
View file

@ -0,0 +1,21 @@
make sure taskdb is actual and everything relevant is tagged
cp customer-name/prev-month-date customer-name/new-month-date
cd customer-name/new-month-date
make clean
make timesheet.txt
cat timesheet.txt
create payment link with data from timesheet.txt
edit pay.url
edit env.sh.inc
edit email-template/*
make email-draft.txt
review it
edit invoice-top.html
make invoice.pdf
review it
make email.txt

74
invoice-system-common/Makefile Normal file
View file

@ -0,0 +1,74 @@
SHELL := /bin/bash
CUSTOMER := $(shell basename $(shell dirname $(shell pwd) ) )
INVOICE_DATE := $(shell basename $(shell pwd) )
#.PHONY: timesheet.txt timesheet.html invoice.html invoice.pdf
default: invoice.pdf
clean:
rm -fv amount.sh.inc pay.url invoice-top.html billable.sql complete.sql timesheet.txt timesheet.html email.txt email-draft.txt invoice.html invoice.pdf
amount.sh.inc: amount.sql billable.sql
cat billable.sql amount.sql | ssh taskdb psql --tuples-only --quiet --no-align > $@
cat $@
pay.url: amount.sh.inc timesheet.txt
# Double-check timesheet.txt
# Duplicate product from previous month
# Change amount and month in item description
# Create payment link
# When done, put the link into pay.url
false
invoice-top.html: invoice-top.html.in pay.url amount.sh.inc
#false # render
export CUSTOMER=$(CUSTOMER) INVOICE_DATE=$(INVOICE_DATE); source <(cat env.sh.inc amount.sh.inc | sed -e 's/^.*=/export &/') && envsubst < $< > $@
amount.sql: amount.sql.in env.sh.inc
export CUSTOMER=$(CUSTOMER) INVOICE_DATE=$(INVOICE_DATE); source <(cat env.sh.inc | sed -e 's/^.*=/export &/') && envsubst < $< > $@.tmp
mv $@.tmp $@
billable.sql: billable.sql.in env.sh.inc
export CUSTOMER=$(CUSTOMER) INVOICE_DATE=$(INVOICE_DATE); source <(cat env.sh.inc | sed -e 's/^.*=/export &/') && envsubst < $< > $@.tmp
mv $@.tmp $@
complete.sql: complete.sql.in billable.sql env.sh.inc
cat billable.sql > $@.tmp
export CUSTOMER=$(CUSTOMER) INVOICE_DATE=$(INVOICE_DATE); source <(cat env.sh.inc | sed -e 's/^.*=/export &/') && envsubst < $< >> $@.tmp
mv $@.tmp $@
timesheet.txt: complete.sql
ssh taskdb psql --quiet < complete.sql > $@.tmp
mv $@.tmp $@
timesheet.html: complete.sql
ssh taskdb psql -H --quiet < complete.sql > $@.tmp
# avoid overflow on the right in PDF:
sed -i -e 's/<table border="1">/<table border="1" style="font-size: 70%;">/g' $@.tmp
mv $@.tmp $@
upload:
rsync -rtv $(PWD) webserver:/var/www/zorg.example/html/tmp/$(CUSTOMER)
echo https://zorg.example/tmp/$(CUSTOMER)/$(shell basename $(shell pwd))/timesheet.txt
echo https://zorg.example/tmp/$(CUSTOMER)/$(shell basename $(shell pwd))/invoide.html
echo https://zorg.example/tmp/$(CUSTOMER)/$(shell basename $(shell pwd))/invoice.pdf
email-draft.txt: pay.url amount.sh.inc generate-email invoice.pdf
./generate-email | tee $@.tmp
mv $@.tmp $@
email.txt: email-draft.txt invoice.pdf
mutt -H email-draft.txt -a invoice.pdf
mv email-draft.txt email.txt
invoice.html: invoice-top.html timesheet.html
cat invoice-top.html > $@.tmp
cat timesheet.html >> $@.tmp
echo '<br>Thank you! <body> </html>' >> $@.tmp
mv $@.tmp $@
invoice.pdf: invoice.html
weasyprint invoice.html invoice.pdf
echo Now do '"make email-draft.txt"', and then '"make email.txt"'

9
invoice-system-common/amount.sql.in Normal file
View file

@ -0,0 +1,9 @@
\pset footer off
SELECT
'HOURS=' || ROUND(SUM(duration)/3600.0, 2)::text
FROM billable
UNION
SELECT
'AMOUNT=' || (ROUND(SUM(duration)/3600.0, 2) * ${RATE})::text
FROM billable

12
invoice-system-common/billable.sql.in Normal file
View file

@ -0,0 +1,12 @@
CREATE TEMPORARY TABLE billable
AS
SELECT * FROM depgraph(alias('$CUSTOMER'))
WHERE
NOT COALESCE(tags, '') ~ 'nonbillable'
AND scheduled >= '$PERIOD_START'
AND scheduled < '$PERIOD_NEXT_START'
AND scheduled < CURRENT_TIMESTAMP -- CURRENT_DATE
AND COALESCE(duration, 0) > 0
EXCEPT
SELECT * FROM depgraph(alias('$CUSTOMER-nonbillable'))
;

21
invoice-system-common/complete.sql.in Normal file
View file

@ -0,0 +1,21 @@
\pset footer off
SELECT
scheduled AS date,
ROUND(duration/3600.0, 2) AS hours,
regexp_replace(description, '^${CUSTOMER}: ', '', 'i') AS description
FROM billable
ORDER BY scheduled
;
SELECT
date_trunc('week', scheduled)::date AS week,
ROUND(SUM(duration)/3600.0, 2) AS hours_in_week
FROM billable
GROUP BY week
ORDER BY week
;
SELECT
ROUND(SUM(duration)/3600.0, 2) AS "hours total",
${RATE} AS "hourly rate, ${RATE_CURRENCY}",
ROUND(SUM(duration)/3600.0, 2) * ${RATE} AS "amount billed"
FROM billable

22
invoice-system-common/generate-email Executable file
View file

@ -0,0 +1,22 @@
#!/bin/bash
set -euo pipefail
source env.sh.inc
if ! cat email-template/headers.txt; then
echo "To: $RECIPIENTS"
echo "Cc: $RECIPIENTS_CC"
fi
echo "Subject: Invoice for $COVERED_PERIOD_STR"
echo # end of headers, start of body
cat << EOF
$GREETING
Please see the timesheet and invoice attached.
The payment link:
$(cat pay.url)
Thanks!
EOF

35
invoice-system-common/invoice-top.html.in Normal file
View file

@ -0,0 +1,35 @@
<!DOCTYPE html>
<html>
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
<!-- <body style="width: 210mm;"> -->
<body>
<h1>Invoice</h1>
<h2>Jean-Baptiste Emanuel Zorg</h2>
<table style="width: 100%;">
<tr>
<td style="vertical-align: top;">
Invoice number: $INVOICE_ID
<br>Date of issue: $ISSUED_DATE
<br>Date due: $DUE_DATE
<br>Jean-Baptiste Emanuel Zorg
<br><a href="mailto:customer-support@zorg.example">customer-support@zorg.example</a>
<br>
</td>
<td style="vertical-align: top;">
Bill to:
$BILL_TO
</td>
</tr>
<table>
<br>
<h2>
$CURRENCY_SYMBOL$AMOUNT due $DUE_DATE
<br>
<a href="$PAY_URL">Pay online</a>
</h2>
<br>Software development work for $PROJECT in $COVERED_PERIOD_STR, $HOURS hr @ $RATE $CURRENCY/hr
<br>Amount: $CURRENCY_SYMBOL$AMOUNT

1
ultimate-evil/2024-10-01/Makefile Symbolic link
View file

@ -0,0 +1 @@
../../invoice-system-common/Makefile

1
ultimate-evil/2024-10-01/amount.sql.in Symbolic link
View file

@ -0,0 +1 @@
../../invoice-system-common/amount.sql.in

1
ultimate-evil/2024-10-01/billable.sql.in Symbolic link
View file

@ -0,0 +1 @@
../../invoice-system-common/billable.sql.in

1
ultimate-evil/2024-10-01/complete.sql.in Symbolic link
View file

@ -0,0 +1 @@
../../invoice-system-common/complete.sql.in

21
ultimate-evil/2024-10-01/env.sh.inc Normal file
View file

@ -0,0 +1,21 @@
GREETING="Hi Mr. Shadow!"
RECIPIENTS="Mr. Shadow <shadow@ultimate-evil.example>, accounting@corp.ultimate-evil.example, evil@example.com"
RECIPIENTS_CC="mail@zorg.example" # recommended to CC to your other mailbox for archival purposes
PROJECT="Peace on Earth"
RATE="1000000"
RATE_CURRENCY="USD"
CURRENCY_SYMBOL="$"
INVOICE_ID="ZG-UE-20241001"
COVERED_PERIOD_STR="September 2024"
PERIOD_START='2024-09-01'
PERIOD_NEXT_START='2024-10-01'
ISSUED_DATE='October 1, 2024'
DUE_DATE='November 1, 2024'
PAY_URL=$(cat pay.url)
BILL_TO="
<br>Ultimate Evil
<br>Mr. Shadow
<br>shadow@ultimate-evil.example
"

1
ultimate-evil/2024-10-01/generate-email Symbolic link
View file

@ -0,0 +1 @@
../../invoice-system-common/generate-email

1
ultimate-evil/2024-10-01/invoice-top.html.in Symbolic link
View file

@ -0,0 +1 @@
../../invoice-system-common/invoice-top.html.in