dragos-constantin-stoica / euro-invoice.eu Goto Github PK

Endpoint to check the information on the invoice based on QR code on the original invoice.

• remove Iulian Suhanea from Team
• remove business plan from prices

• Mandatory Fields: name, national registration number, vat number, address
• Optional Fields: CUI, NORC EU ... specific to each country
• Mandatory Fields - Bank accounts: Bank name, IBAN, SWIFT, BIC, Currency
• Mandatory Fields - Invoice number: year, series, number, format (standard format)
• Optional Fields - company logo
• #11

Add VAT column in the invoice details for each item. This will allow to clearly view each VAT.
Add communication structuree data in the Invoice instructions field.

Lifecycle:

• strono/delete invoice,
• overdue fees

Actions:

• copy invoice
• create recurrent invoice

Create index.html commercial page with google setup.

Add a section where the other expences will be stored. This is useful for the accounting statement so that all information may be exported at once.

View invoice button.

Trim spaces and any other characters, also internal spaces for National Registration Number and VAT number for Companies and Clients.

https://www.oreilly.com/library/view/regular-expressions-cookbook/9781449327453/ch04s21.html
https://en.wikipedia.org/wiki/VAT_identification_number
https://itecnote.com/tecnote/r-check-vat-number-for-syntactical-correctness-with-regex-possible/

Before Go Live

• company name
• location
• contact number
• address
• links to site
• team

Generate the Client document ID using the same algorithm as for Company creation.

• reserve VM at Hetzner - use the same machine as dataplatformgenerator.com
• DNS setup at Godaddy
• email setup at Microsoft O365
• email setup at Sendgrid
• deploy UnityBill in PROD
• setup uptime monitoring HetrixTools
• setup database backup - no secondary server. no backup

• Configure the email address,
• send grid and DNS services configuraiton
• send email to Contacts with invoice link.
• Send welcome message

Mandatory Fields - admin user, members users. Admin can manage admins and members. There is always one admin. The logged in user can not delete itself from the list if it is the only admin.

Visual identity: allow admin to load and change company logo. Accepted formats: SVG, PNG, JPEG.

The VAT must be correlated with the country of origin.

• Messages from contact page. Create a separate database
• Newsletter emails management.
• Create new contracts in DataStema company when Business plan is selected. Send the contract via email or at least as internal message.
• Trems and Conditions page
• Privacy policy page
• manage companies (PRO-VERSION)

Statistics

• Invoice situation: due, outstanding
• Top 10 products/services
• Top 10 clients by invoiced
• Top 10 client by payed

Graphs with:

• y2d invoiced vs payed,
• monthly payed,
• monthly invoiced,
• multianual invoiced vs. payed

PRO
Export to JSON Export to Excel Export to CSV Export for Accounting company --- see with Iulian Suhanea
Export to PouchDB in browser and replicate to your own CouchDB/PouchDB instance ;)

• generate unique invoice number for each company and invoice. duplicates #27
• explictly use this number on the invoice and for payment. duplicates #27
• create QR code for invoice tracking
• create ECP code with this invoice reference

Use IBAN validation algorithm to check the IBAN.

• https://www.tbg5-finance.org/?ibandocs.shtml
• https://en.wikipedia.org/wiki/International_Bank_Account_Number
• https://stackoverflow.com/questions/21928083/iban-validation-check

Mandatory data: description, unit (hours, days, weeks, months, kg, pcs etc.), unit price, currency, VAT(optional maybe)

• check strong password
• check the same password
• full company name not null
• national registration number not null
• country not null
• add login link
• create company document with all necessary fields - update also #16 with the JSON schema

Design a section where users can see internal messages.
Messages are stored in the company database.

Add to the invoice specific informations if the VAT is 0%

Manage invoice lifecycle:

• created/new,
• overdue,
• payed/partially payed

Display the invoices in a table with filters and action buttons

Pro vesrion lifecycle:

• strono/delete invoice,
• overdue fees

Actions:

• view invoice
• select unpayed invoice and input the payed ammount, multiple payments possible until the invoice is fully payed

Pro version:

• copy invoice
• create recurrent invoice

• how much was invoiced
• status of the invoices

Use a library for form validation and mandatory fields.

https://github.com/vuelidate/vuelidate

https://github.com/logaretm/vee-validate

Endpoint to export data based on API key.

Placeholder for all pages before go live. Check all pages and make a list.

Create time sheet module:

• tasks
• hours
• holidays
• link to contracts

Protect the contact form and the subscribe to newsletter with anti spam mechanisms - possible solution reCAPTCHA v3.

• receive message from Contact from
• collect emails from Newsletter subscriptions
• manage companies

Replace SendGrid with one of the following:

• https://www.brevo.com/pricing/marketing-platform/see-all-features/
• https://www.mailerlite.com/pricing
• https://www.mailersend.com/pricing
• https://www.sender.net/pricing/
• https://jangosmtp.com/pricing/
• https://www.mailjet.com/pricing/
• https://www.smtp2go.com/pricing/
• https://mailchimp.com/pricing/free-details/
• https://www.mailgun.com/pricing/

Email hosting:

• https://www.zoho.com/mail/zohomail-pricing.html
• https://www.namecheap.com/hosting/email/
• https://www.hetzner.com/webhosting/level-1

Implement passwordless login.

https://github.com/florianheinemann/passwordless
https://github.com/multiOTP/genotp
https://freeotp.github.io/qrcode.html
https://dev.to/al_khovansky/generating-2fa-one-time-passwords-in-js-using-web-crypto-api-1hfo

The invoice should be automatically transmitted to the account of the Client in UnityBill - evenutally with an email.
The Client should be able to registre the payment of an invoice. Sync the invoice payments between the Company and Client. Import CODA format files to process payments. Use Communication Structuree code in BE or UnityBill Unique Identifier to reconciliate the invoices with payments.

---
title: Invoice payment reconciliation
---
graph TD;
    subgraph Supplier
        A[Supplier] -- Register payment --> A[Supplier];
        B(CODA Supplier) -- Import -->A[Supplier];
    end

    subgraph Client
      C[Client] -- Register payment -->C[Client];
      D(Coda Client)-- Import --> C[Client] ;
    end
    
   Client -- Sync --> Supplier;
   Supplier -- Sync --> Client;
    
    

Statistics

• Invoice situation: due, outstanding
• Top 10 products/services
• Top 10 clients by invoiced
• Top 10 client by payed

Features

• Export to JSON
• Export to Excel
• Export to CSV
• Export for Accounting company --- see with Iulian Suhanea
• Export to PouchDB in browser and replicate to your own CouchDB/PouchDB instance ;)

https://ec.europa.eu/taxation_customs/vies/#/technical-information

In order to issue the 1st invoice the follwoing data entities must be correctly filled in:

1. Company
   • one address
   • one bank account
   • the invoice format
2. Services
   • one serivce or product
3. Clients
   • one client
4. Contracts
   • one contract

The Contract must be between the Company and the Client and must contain at least one Service or Product. When an Invoice is created it will use all those relationship between those entities. in the case of multiple Companies for each Company this onboarding process must be performed.

• logo
• favicon
• social media images and banners

https://finances.belgium.be/fr/communication-structuree
https://support.focus.teamleader.eu/fr/support/solutions/articles/7000058390-faq-comment-est-construite-la-communication-structur%C3%A9e-
https://www.lux-consilium.be/la-communication-structuree-ou-v-c-s/

Export the invoices in UBL format (XML).

Add Project management module

• task list
• Kanban style
• resources
• timeline
• link to services
• link to timesheet

Marketing

• video Youtube
• messages on Linkedin, Medium
• add Google Analytics to homepage

Log every activity on the data and backend.
Must have:

• user
• timestamps
• action performed or that was initiated
• action result

Add:

• 2FA setup (optional)
• Contact details for the user:
  • Mobile number
  • Fixed number
  • Fax
  • alternative email

• Create an index in Companies database that will be searchable by Nartional Registration Number.
• Create an index in each company database that will be searchabel by National Registration Number and VAT.

This is where invoices are created. The core of the application :)
An invoice is a form of formal contract established between Company and Client based on a Contract and contains a list of Products and Services.
The invoice template contains standard elements and for those that pay for a subsctiption some other elements may be added.
There is a standard template for free users and custom template for paying users.
Watermark and DataStema publicity will be present on free version.

Mandatatory fields:

• template language (this should correspond with the available languages in the application but not mandatory to be exact correspondence, at least one template EN),
• serial number,
• invoice currency
• creation date (default today),
• due date,
• instruction for payment,
• company data,
• client data,
• overall intstructions/comments,
• contract,
• product and services items (may change VAT, add the total item value)

Optional fields:

• exchange rate from invoice currency

• Company
• Client
• Service/Product
• Contract
• Serial number
• Invoice

Add 2FA page to login - related to #1
Add 2FA to the application

https://developer.payconiq.com/online-payments-dock/#the-payconiq-qr-code
https://www.buckaroo.eu/large-corporations/solutions/payment-methods/ideal/ideal-qr
https://www.ubs.com/ch/en/corporates/payment-solutions/payments/payment-slips/faq.html
https://www.credit-suisse.com/ch/en/corporate-clients/entrepreneurs/products/payments/qr-bill.html

https://dddinvoices.com/learn/e-invoicing-europe/

https://www.scan2pay.info/

QR Code generator

https://qrcode.tec-it.com/en
https://zv.psa.at/de/qr-code-generator.html
https://app.digiteal.eu/#/qr-generator
https://epc-qr.eu/
https://documentid.net/girocode
https://www.qr-code-generator.com/solutions/epc-qr-code/
https://www.digiteal.eu/scan-pay-done/
https://apistax.io/docs/epc-qr-code