186 lines
5.7 KiB
Bash
Executable File
186 lines
5.7 KiB
Bash
Executable File
#!/usr/bin/env bash
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# shellcheck disable=SC2016
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# Create invoices with hledger and pandoc.
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# cf hledger/examples/invoicing, https://hledger.org/invoicing.html, https://martinbetz.eu/articles/pandoc-invoices
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set -e
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#PROG=$(basename "$0")
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function usage() {
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cat <<EOF
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--------------------------------------------------------------------------------
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invoice:
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Make markdown or pdf invoices, optionally including last month's time
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and expenses, from a markdown template and similarly-named .css file.
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Requires hledger, pandoc, awk, GNU date, envsubst, python3, sed, tail.
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$ invoice
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Show this help.
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$ invoice TEMPLATEFILE [TIMEACCTORAMT [EXPACCTORAMT]] [FLAGS]
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Print a markdown invoice on stdout.
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TIMEACCTORAMT and EXPACCTORAMT are time and expense accounts to query
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with hledger, or if numeric, the hours and expense amounts directly.
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With --md and/or --pdf, save it as markdown / PDF in current directory.
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With --txn, print sample hledger journal entries on stdout.
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EOF
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}
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ARGS=()
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while [[ $# -gt 0 ]]; do
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key="$1"
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case $key in
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-h|--help)
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HELP=1
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shift
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;;
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--md)
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MD=1
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shift
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;;
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--pdf)
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PDF=1
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shift
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;;
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--txn)
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TXN=1
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shift
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;;
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*)
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if [[ "$1" != -* ]]
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then
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ARGS+=("$1")
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shift
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else
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echo "Error: unknown option $1"
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exit 1
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fi
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;;
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esac
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done
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if [[ $HELP = 1 || ${#ARGS} -eq 0 ]]; then usage; exit; fi
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DEFTIMEACCT=0
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DEFEXPACCT=0
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TEMPLATE="${ARGS[0]}"
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TIMEACCT="${ARGS[1]:-$DEFTIMEACCT}"
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EXPACCT="${ARGS[2]:-$DEFEXPACCT}"
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# XXX FIXEDEXPS and RATE here, and printf widths below, must be kept synced with TEMPLATE
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FIXEDEXPS=$(python3 -c "print(sum([ 1111, 2222, 333 ]))")
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RATE=444
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TIMELOG=./time.timedot
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#
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# on mac, use homebrew-installed GNU date
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if [ "$(builtin type -p gdate)" ]; then export date=gdate; else export date=date; fi
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# the billing date (today)
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YEAR=$($date +%Y)
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MONTH=$($date +%B)
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MON=$($date +%b)
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MM=$($date +%m)
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DD=$($date +%d)
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DAY=$($date +%-d)
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# The period being billed, as a hledger report period.
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HLEDGERPERIOD='last month'
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# The exact year and month being billed, corresponding to the above.
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YYYYMM=$(hledger -f /dev/null is -p "$HLEDGERPERIOD" | head -1 | cut -d' ' -f3)
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LY=${YYYYMM:0:4}
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LMM=${YYYYMM:5}
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LM=$($date +%b --date "$YYYYMM-01")
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# shellcheck disable=SC2001
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INVOICEBASE=$(basename "$TEMPLATE" | sed -e 's/\..*//')
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INVOICEDATED=$INVOICEBASE$YEAR$LMM
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INVOICEMD=$INVOICEDATED".md"
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INVOICEPDF=$INVOICEDATED".pdf"
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CSS=$INVOICEBASE".css"
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# Calculate time and reimbursable expenses
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NUMRE="^[0-9]+([.][0-9]+)?$"
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if [[ $TIMEACCT =~ $NUMRE ]]
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then
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HRS=$TIMEACCT
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else
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HRS=$(hledger -f "$TIMELOG" bal "$TIMEACCT" -1 "date:$HLEDGERPERIOD" -N | tail -1 | awk '{print $1}')
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fi
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if [[ $EXPACCT =~ $NUMRE ]]
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then
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EXP=$EXPACCT
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else
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EXP=$(hledger bal "$EXPACCT" "date:$HLEDGERPERIOD" amt:'>0' -N --layout=bare | tail -1 | awk '{print $1}')
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fi
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HRS="${HRS:-0}"
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HRS=$(printf %4s "$HRS")
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EXP=$(printf %5.0f "$EXP")
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AMT=$(python3 -c "print(round( $HRS * $RATE ))")
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AMT=$(printf %5s "$AMT")
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REV=$(python3 -c "print(sum([ $FIXEDEXPS, $AMT ]))")
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REV=$(printf %5s "$REV")
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TOT=$(python3 -c "print(sum([ $FIXEDEXPS, $AMT, $EXP ]))")
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TOT=$(printf %5s "$TOT")
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export YEAR MONTH DAY LMM LM HRS AMT REV EXP TOT
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if [[ $MD != 1 && $PDF != 1 ]]; then
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# print markdown invoice
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envsubst '$YEAR:$MONTH:$DAY:$LMM:$LM:$HRS:$EXP:$AMT:$TOT' <"$TEMPLATE"
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else
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if [[ $MD = 1 ]]; then
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# save markdown invoice
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envsubst '$YEAR:$MONTH:$DAY:$LMM:$LM:$HRS:$EXP:$AMT:$TOT' <"$TEMPLATE" >"$INVOICEMD"
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echo "wrote $INVOICEMD"
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fi
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if [[ $PDF = 1 ]]; then
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# save pdf invoice
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envsubst '$YEAR:$MONTH:$DAY:$LMM:$LM:$HRS:$EXP:$AMT:$TOT' <"$TEMPLATE" \
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| pandoc -t html5 --metadata title=" " --css "$CSS" -o "$INVOICEPDF"
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echo "wrote $INVOICEPDF"
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fi
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fi
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if [[ $TXN = 1 ]]; then
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# generate sample journal entries
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printf "\n--------------------------------------------------------------------------------\n\n"
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USTAXRATE=0.28
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STTAXRATE=0.08
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CLIENT=$INVOICEBASE
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USTAX=$(python3 -c "print(round( $REV * $USTAXRATE))")
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#USTAX=$(printf %5s "$USTAX")
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STTAX=$(python3 -c "print(round( $REV * $STTAXRATE))")
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#STTAX=$(printf %5s "$STTAX")
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TOTTAX=$(python3 -c "print($USTAX + $STTAX)")
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#TOTTAX=$(printf %5s "$TOTTAX")
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PTINC=$(python3 -c "print($REV - $TOTTAX)")
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#PTINC=$(printf %5s "$PTINC")
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envsubst '$CLIENT:$YEAR:$MM:$DD:$MON:$LMM:$LM:$REV:$EXP:$TOT:$USTAX:$STTAX:$TOTTAX:$PTINC' <<EOF
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$YEAR-$MM-$DD (${YEAR}${LMM}) $CLIENT | invoice \$$TOT
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(assets:receivable:$CLIENT:consulting) \$$REV ; $LM hourly & $MON fixed fees
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;(assets:receivable:$CLIENT:reimbursement) \$$EXP ; $LM reimbursable expenses
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; $YEAR-$MM-$DD (${YEAR}${LMM}) $CLIENT | payment
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; ; receive full amount of invoice
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; assets:bank:checking \$$TOT
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; assets:receivable:$CLIENT:reimbursement \$-$EXP
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; assets:receivable:$CLIENT:consulting \$-$REV = $0
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; ; recognise revenue (cash accounting)
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; (revenues:$CLIENT) \$-$REV
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; ; estimate tax due, tax-saved-on: ?, TODO:
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; (liabilities:tax:us:2021) \$-$USTAX ; 28%
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; (liabilities:tax:st:2021) \$-$STTAX ; 8%
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; ; Total tax: \$$TOTTAX ; 36%
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; ; Post-tax income: \$$PTINC
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; $YEAR-$MM-$DD save estimated tax from $CLIENT ${YEAR}${LMM}, received $YEAR-$MM-$DD
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; assets:bank:checking \$-$TOTTAX
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; assets:bank:savings:tax:us:2021 \$$USTAX
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; assets:bank:savings:tax:st:2021 \$$STTAX
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EOF
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fi
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