rechnung.tex

% with support from brieftemplate © 2019 Marei Peischl, marei@texhackse.de
%draft for checking boxes
\documentclass[ngerman,parskip=half-]{scrartcl}

%\usepackage{lua-visual-debug}
\usepackage[fromalign=false]{scrletter} 
\usepackage{tabularx}
\usepackage{multirow}
\usepackage{setspace}
\usepackage{csvsimple}
\usepackage{longtable}
\usepackage{tabu}
\usepackage{eurosym}
\usepackage{blindtext}
\usepackage{printlen}
\usepackage{makecell}
%\usepackage{hyperref}
\usepackage{luacode}
\usepackage{hhline}
\usepackage[locale=DE]{siunitx}
\usepackage{array}


\begin{luacode}


-- invoice table with calc fields
invoice = { 
    items={},
    installments={},
    vat={},
    total={
        gross=0,
        paid=0,
        due=0,
    }
}

-- skr04 chart of account according to vat
vatrates = {
    [5]="3803",
    [7]="3801",
    [16]="3805",
    [19]="3806",
}

-- create table with all data
$for(service)$
table.insert( invoice.items, {
                Amount=$service.amount$,
                Desc="$service.description$",
                DateStart="$service.dateStart$",
                DateEnd="$service.dateEnd$",
                Price=$service.price$,
                Vat=$service.vat$,
    })
$endfor$

-- if installments have been payed, create table, set data
$if(payment)$
$for(payment)$
table.insert( invoice.installments, {
                Method="$payment.method$",
                Date="$payment.date$",
                Amount=$payment.amount$
    })
    invoice.total["paid"] = invoice.total["paid"] + $payment.amount$
$endfor$
$endif$

-- calculate sum from items
for _,line in pairs(invoice.items) do 

    -- check if vat property already exists in vat table, if not set to zero for calc
    if invoice.vat[line.Vat] == nil then invoice.vat[line.Vat] = 0 end

    -- add to vat, add to gross
    invoice.vat[line.Vat] = math.floor ( ( invoice.vat[line.Vat] + (line.Price * line.Amount * (line.Vat / 100) ) + 0.005 ) * 100 ) / 100
    invoice.total["gross"] = math.floor ( ( invoice.total["gross"] + (line.Price * line.Amount * (1+ line.Vat / 100) ) + 0.005 ) * 100 ) / 100

end

-- if invoice set duebox, TODO if due
function ifInvoice(title)
    if string.match(title, "Rechnung") then
        tex.print("\\duebox{" .. string.format("%.2f",invoice.total["gross"] - invoice.total["paid"]):gsub("%.", ",") .. "\\,\\euro}")
    end
end

-- parse table and get lines
function invoiceLines()
   for _,item in pairs(invoice.items) do
    local line = {}
    table.insert(line, " \\invoiceitem{" .. item.Amount .. "}{" .. item.Desc .. "}{")
    -- different wording for single day or span of work
    if (item.DateStart == item.DateEnd) or (item.DateEnd == "") then
        table.insert(line, "Leistungsdatum: " .. item.DateStart)
    else
        table.insert(line, "Leistungszeitraum: " .. item.DateStart .. " - " .. item.DateEnd)
    end
    table.insert(line, "}{" ..  string.format("%.2f", item.Price ):gsub("%.", ",") .. "}{" .. string.format("%.2f",math.floor( ( item.Price * item.Amount * (1 + item.Vat / 100) + 0.005 ) * 100 ) / 100 ):gsub("%.", ",") .. "}{" .. item.Vat .. "}{" .. string.format("%.2f",item.Price * item.Amount * (item.Vat / 100)):gsub("%.", ",") .. "} " )
    tex.print(table.concat(line))
    end
end

-- installments
function invoiceInstallments()
    for _,item in pairs(invoice.installments) do
        tex.print("\\installmentitem{".. item.Method .. "}{" .. item.Date .."}{" .. string.format("%.2f",item.Amount):gsub("%.", ",") .. "}")        
    end
end

-- get vat/sums for final 
function invoiceVat (sums)
    for vat,sum in pairs(invoice.vat) do
        tex.print("\\\\[-4pt] \\tiny{ \\scriptsize{")
        if sums == true then
            tex.print("inkl. " .. string.format("%.2f",math.floor(sum*100+0.5)/100):gsub("%.", ",") .. "\\,\\euro")
        else 
            tex.print("inkl. " .. string.format("%d",vat) .. "\\,\\% USt.")
        end
        tex.print("}}")
    end
end

function getTotal() 
    -- write to --journal date of transaction and invoicenr
    tex.print("\\write\\journal{" .. os.date("%Y/%m/%d") .. "  ($invoicenr$)}")

    -- items comments for future review
    for _,item in pairs(invoice.items) do
        tex.print("\\write\\journal{\\space\\space  ;" .. item.Desc .. " (" .. item.Vat .. " \\% " .. item.Price .. " * " .. item.Amount  .. ")}")
    end

    -- create receivables from goods and services, skr04
    tex.print("\\write\\journal{\\space\\space 1200\\space\\space " .. string.format("%.2f",invoice.total["gross"]):gsub("%.", ",") .. "€ }")

    -- split all the vat rates in the invoice, according to vat table
    for vat,sum in pairs(invoice.vat) do
        tex.print("\\write\\journal{\\space\\space " .. vatrates[vat] .. "\\space\\space -" .. string.format("%.2f",sum):gsub("%.", ",") .. "€ }")
    end

    -- sales for profits, 
    tex.print("\\write\\journal{\\space\\space 4200}")
    tex.print("" .. string.format("%.2f",invoice.total["gross"]):gsub("%.", ","))
end
\end{luacode}


	\usepackage{roboto}
	\renewcommand*{\familydefault}{\sfdefault}
    % set roboto for all fonts
	\setmainfont{roboto}
 
\usepackage{babel}%Spracheinstellung, zusammen mit der Sprachoption bei documentclass


%define additional vars
\newkomavar[Dokumententyp]{doctype}
\newkomavar[Angebotsnr.]{invoicenumber}
\newkomavar[Kundennummer]{accountnumber}
\newkomavar[USt. ID]{fromvat}
\newkomavar[IBAN]{fromiban}
\newkomavar[BIC]{frombic}
\newkomavar[Zweck]{banksubject}
\newkomavar[Kontoinhaber]{frombankowner}



% set vars
\setkomavar{fromname}{Rotor KunstKultur}
\setkomavar{fromaddress}{Weingasse 4\\09599 Freiberg}
\setkomavar{fromemail}{mail@mail.de}
\setkomavar{frommobilephone}{01234/56789}

\setkomavar{fromvat}{DE123456789}

\setkomavar{frombankowner}{Rotor KunstKultur}
\setkomavar{frombank}{BANKN}
\setkomavar{fromiban}{DE12 34 56 789}
\setkomavar{frombic}{BOBOBOBOB}

\setkomavar{invoicenumber}{ $invoicenr$ }
\setkomavar{accountnumber}{ $accountnr$ }
\setkomavar{doctype}{ $title$ } % Rechnung, Angebot

\setkomavar{title}{}


%styling
%faltmarken
\KOMAoptions{foldmarks=true}
%logo 
\RequirePackage{graphicx}
\KOMAoptions{fromlogo=true}
% middot als separator
\setkomavar{backaddressseparator}{ · }
% remove refline
\KOMAoptions{refline=nodate}
% move content up
\setplength{refaftervskip}{-4em}
%move location / infobox
\setplength{lochpos}{-130mm}
%\setplength{locvpos}{10mm}
\setplength{locwidth}{70mm}

%disable marginpar
\setlength{\marginparwidth}{0mm}
\setlength{\marginparsep}{0mm}

\setlength{\oddsidemargin}{\useplength{toaddrhpos}}
\addtolength{\oddsidemargin}{-1in}
\setlength{\textwidth}{\useplength{firstheadwidth}}

%boxes
%Absenderergänzung
\setkomavar{location}{%
    \begin{tabularx}{\useplength{locwidth}}{@{}lX@{}}
        \usekomavar*{date}&\usekomavar{date}\\
        \usekomavar*{invoicenumber}&\usekomavar{invoicenumber}\\
        \usekomavar*{accountnumber}&\usekomavar{accountnumber}
    \end{tabularx}
}

%header image only
\setkomavar{firsthead}{%
    \includegraphics[width=3cm]{logo.pdf}
}
   
%Definitionen für Seitenfuß
\setkomavar{firstfoot}{%
         \parbox[t]{\textwidth}{\footnotesize
         
         \begin{tabular}[m]{c@{}}%
             \usekomavar{fromname} \\
             \usekomavar{frommobilephone} \\
             \usekomavar{fromemail}
         \end{tabular}%
         \hfill
         \begin{tabular}[m]{c@{}}%
             
             \usekomavar*{fromvat} \\
             \usekomavar{fromvat} \\
         \end{tabular}%
         \hfill
         \begin{tabular}[m]{c@{}}%
             \thepage/\letterlastpage\\
             
         \end{tabular}%
         
     }%
     }

\setkomavar{nextfoot}{%
        \parbox[t]{\textwidth}{\footnotesize
        
        \begin{tabular}[m]{c@{}}%
            \usekomavar{fromname} \\
            \usekomavar{frommobilephone} \\
            \usekomavar{fromemail}
        \end{tabular}%
        \hfill
        \begin{tabular}[m]{c@{}}%
            
            \usekomavar*{fromvat} \\
            \usekomavar{fromvat} \\
        \end{tabular}%
        \hfill
        \begin{tabular}[m]{c@{}}%
            \thepage/\letterlastpage\\
            
        \end{tabular}%
        
    }%
    }


%beautiful quotes
\newcommand{\quotes}[1]{\flqq{}#1\frqq{}}

%commercial minus
\newcommand{\textdis}{\raisebox{1.2ex}{.}\kern-0.2em/\kern-0.2em\raisebox{-0.13ex}{.}}


%define invoiceitem
\newcommand{\invoiceitem}[7]{%
    #1  
    & \makecell*[l]{#2 
    \\[-6pt] \scriptsize{#3} }    
    & #4{\,\euro} 
    & \makecell[r]{#5{\,\euro} 
    \\[-6pt] \tiny{inkl. #6\,\% USt.: #7{\,\euro}}} 
    \\ \hline
}

%define installmentitem
\newcommand{\installmentitem}[3]{%
    & \multicolumn{2}{r}{ \makecell[r]{ #1 am #2 } } & \textdis{\,#3\,\euro} \\ \cline{2-4}
    
}

%beautiful due-box
\newcommand{\duebox}[1]{
{
    \renewcommand{\arraystretch}{1.2}
    \tabulinesep=2pt

    \begin{longtabu} to \useplength{firstheadwidth} {
        X[2,b]
        |X[1,b]
        X[2,b]
        }
        \hline
        \endfirsthead
        \multicolumn{1}{c|}{\textbf{Offener Betrag}} & \multicolumn{2}{l}{\small{Zahlbar unmittelbar in Bar oder innerhalb von 14 Tagen an:}} \\ 
         \multicolumn{1}{c|}{\multirow[c]{3}{*}[-0.7em]{\fontsize{35pt}{35pt}\textbf{#1}}} & {\scriptsize\textbf{\usekomavar*{fromiban}}} & \usekomavar{fromiban} \\ 
         & {\scriptsize\textbf{Betreff}} & RE-$invoicenr$  \\
         & {\scriptsize\textbf{\usekomavar*{frombankowner}}} & \usekomavar{frombankowner}  \\
         & {\scriptsize\textbf{\usekomavar*{frombic}}} & \usekomavar{frombic}  \\
         \multicolumn{1}{c|}{\textbf{inkl. USt.}} & {\scriptsize\textbf{\usekomavar*{frombank}}} & \usekomavar{frombank} \\
        \hline
    \end{longtabu}
}
}


%TODO: PDF Metadata, not compatible with gs PDF-A-Conversion
%\newcommand\mypdfinfo[2]{\hypersetup{pdfinfo={#1=#2}}}
%\usekomavar[\mypdfinfo{Author}]{fromname}
%\usekomavar[\mypdfinfo{Subject}]{invoicenumber}
%\usekomavar[\mypdfinfo{Title}]{doctype}
%\usekomavar[\mypdfinfo{Keywords}]{doctype}
%\hypersetup{%
%  pdfinfo = {%
%    Creator={lualatex}}}

%write journal file according to invoice
\newwrite\journal
\immediate\openout\journal="\jobname.journal"

\begin{document}

% get letter data from pandoc
\begin{letter}{
    $for(to)$
    $to$\\
    $endfor$
    }

\opening{$opening$}
    
% if letter write lines, if because of unnecessary newline in letter
$if(letter)$
$for(letter)$
$letter$\\
$endfor$
$endif$

    % close if defined
$for(close)$
$close$
$endfor$
    
% TODO: implement komavar logic, override by yml
$if(close)$
\hspace*{1em} Anselm Peischl \\
\hspace*{1em} Rotor KunstKultur
$endif$
    
% TODO: logic, if invoice now Duebox
\directlua{ ifInvoice( [=[$title$]==]=] ) }

% if has letter, set newpage for invoice
$if(letter)$
\newpage
$endif$

% if no title, set headline here
\Ifkomavarempty{title}{{\huge\bfseries \usekomavar{doctype}}}{\vspace{2em}}


% define invoice table
{\tabulinesep=2pt\begin{longtabu} to \useplength{firstheadwidth}{X[2,c,m]|X[24,l,m]|X[6,r,m]|X[8,r,m]|}\hline\endfirsthead \textbf{X} & \textbf{Position} & \textbf{Netto}  & \textbf{Summe} \\ \hline

% invoice lines
\luaexec{ invoiceLines() }

% sum it up
\multicolumn{1}{l}{\makecell[r]{}} 
& \multicolumn{2}{r|}{ \makecell[r]{ Gesamtbetrag \luaexec{ invoiceVat(false) } }} 
& \makecell[r]{ 
     \luaexec{ getTotal() }\,\euro  
     \luaexec{ invoiceVat(true) }  } 
    \\ \cline{2-4}

% installments if necessary
\luaexec{ invoiceInstallments() }



\end{longtabu}
}

% if additional stuff to mention
$if(conditions)$
$for(conditions)$
    $conditions$ \par
$endfor$
$endif$

%TODO: enclosures

$if(anhang)$
\encl{$anhang$}
$endif$

\end{letter}
\end{document}