bill

package
v0.77.0 Latest Latest
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 Go to latest Published: May 16, 2024 License: Apache-2.0 Imports: 24 Imported by: 18

Documentation

Overview

Package bill provides models for dealing with Billing and specifically invoicing.

Index

Constants

View Source 
const (
	InvoiceTypeStandard   cbc.Key = "standard"
	InvoiceTypeProforma   cbc.Key = "proforma"
	InvoiceTypeCorrective cbc.Key = "corrective"
	InvoiceTypeCreditNote cbc.Key = "credit-note"
	InvoiceTypeDebitNote  cbc.Key = "debit-note"
)

Predefined list of the invoice type codes officially supported.

View Source 
const (
	// InvoiceCodePattern defines what we expect from codes
	// and series in an invoice.
	InvoiceCodePattern = `^([A-Za-z0-9][A-Za-z0-9 /\._-]?)*[A-Za-z0-9]$`
)
View Source 
const (
	ShortSchemaInvoice = "bill/invoice"
)

Constants used to help identify invoices

View Source 
const (
	// UNTDID1001Key is the key used to identify the UNTDID 1001 code
	// associated with an invoice type.
	UNTDID1001Key cbc.Key = "untdid1001"
)

Variables

View Source 
var Corrective schema.Option = func(o interface{}) {
	opts := o.(*CorrectionOptions)
	opts.Type = InvoiceTypeCorrective
}

Corrective is used for creating corrective or rectified invoices that completely replace a previous document.

View Source 
var Credit schema.Option = func(o interface{}) {
	opts := o.(*CorrectionOptions)
	opts.Type = InvoiceTypeCreditNote
}

Credit indicates that the corrective operation requires a credit note or equivalent.

View Source 
var Debit schema.Option = func(o interface{}) {
	opts := o.(*CorrectionOptions)
	opts.Type = InvoiceTypeDebitNote
}

Debit indicates that the corrective operation is to append new items to the previous invoice, usually as a debit note.

View Source 
var (
	// InvoiceCodeRegexp is used to validate invoice codes and series
	// to something that is compatible with most tax regimes.
	InvoiceCodeRegexp = regexp.MustCompile(InvoiceCodePattern)
)
View Source 
var InvoiceTypes = []*cbc.KeyDefinition{
	{
		Key: InvoiceTypeStandard,
		Name: i18n.String{
			i18n.EN: "Standard",
		},
		Desc: i18n.String{
			i18n.EN: "A regular commercial invoice document between a supplier and customer.",
		},
		Map: cbc.CodeMap{
			UNTDID1001Key: "380",
		},
	},
	{
		Key: InvoiceTypeProforma,
		Name: i18n.String{
			i18n.EN: "Proforma",
		},
		Desc: i18n.String{
			i18n.EN: "For a clients validation before sending a final invoice.",
		},
		Map: cbc.CodeMap{
			UNTDID1001Key: "325",
		},
	},
	{
		Key: InvoiceTypeCorrective,
		Name: i18n.String{
			i18n.EN: "Corrective",
		},
		Desc: i18n.String{
			i18n.EN: "Corrected invoice that completely *replaces* the preceding document.",
		},
		Map: cbc.CodeMap{
			UNTDID1001Key: "384",
		},
	},
	{
		Key: InvoiceTypeCreditNote,
		Name: i18n.String{
			i18n.EN: "Credit Note",
		},
		Desc: i18n.String{
			i18n.EN: here.Doc(`
				Reflects a refund either partial or complete of the preceding document. A 
				credit note effectively *extends* the previous document.
			`),
		},
		Map: cbc.CodeMap{
			UNTDID1001Key: "381",
		},
	},
	{
		Key: InvoiceTypeDebitNote,
		Name: i18n.String{
			i18n.EN: "Debit Note",
		},
		Desc: i18n.String{
			i18n.EN: "An additional set of charges to be added to the preceding document.",
		},
		Map: cbc.CodeMap{
			UNTDID1001Key: "383",
		},
	},
}

InvoiceTypes describes each of the InvoiceTypes supported.

Functions

func WithData added in v0.51.0 

func WithData(data json.RawMessage) schema.Option

WithData expects a raw JSON object that will be marshalled into a CorrectionOptions instance and used as the base for the correction.

func WithExtension added in v0.67.0 

func WithExtension(key cbc.Key, code tax.ExtValue) schema.Option

WithExtension adds a specific extension combination to the invoice's preceding data, can be called multiple times.

func WithIssueDate added in v0.51.0 

func WithIssueDate(date cal.Date) schema.Option

WithIssueDate can be used to override the issue date of the corrective invoice produced.

func WithOptions added in v0.51.0 

func WithOptions(opts *CorrectionOptions) schema.Option

WithOptions takes an already completed CorrectionOptions instance and uses this as a base instead of passing individual options. This is useful for passing options from an API, developers should use the regular option methods.

func WithReason added in v0.40.0 

func WithReason(reason string) schema.Option

WithReason allows a reason to be provided for the corrective operation.

func WithSeries added in v0.77.0 

func WithSeries(value string) schema.Option

WithSeries assigns a new series to the corrective document.

func WithStamps added in v0.40.0 

func WithStamps(stamps []*head.Stamp) schema.Option

WithStamps provides a configuration option with stamp information usually included in the envelope header for a previously generated and processed invoice document.

Types

type Charge added in v0.13.0 

type Charge struct {
	uuid.Identify
	// Key for grouping or identifying charges for tax purposes.
	Key cbc.Key `json:"key,omitempty" jsonschema:"title=Key"`
	// Line number inside the list of charges (calculated).
	Index int `json:"i" jsonschema:"title=Index" jsonschema_extras:"calculated=true"`
	// Code to used to refer to the this charge
	Ref string `json:"ref,omitempty" jsonschema:"title=Reference"`
	// Base represents the value used as a base for percent calculations instead
	// of the invoice's sum of lines.
	Base *num.Amount `json:"base,omitempty" jsonschema:"title=Base"`
	// Percentage to apply to the Base or Invoice Sum
	Percent *num.Percentage `json:"percent,omitempty" jsonschema:"title=Percent"`
	// Amount to apply (calculated if percent present)
	Amount num.Amount `json:"amount" jsonschema:"title=Amount" jsonschema_extras:"calculated=true"`
	// List of taxes to apply to the charge
	Taxes tax.Set `json:"taxes,omitempty" jsonschema:"title=Taxes"`
	// Code for why was this charge applied?
	Code string `json:"code,omitempty" jsonschema:"title=Reason Code"`
	// Text description as to why the charge was applied
	Reason string `json:"reason,omitempty" jsonschema:"title=Reason"`
	// Additional semi-structured information.
	Meta cbc.Meta `json:"meta,omitempty" jsonschema:"title=Meta"`
	// contains filtered or unexported fields
}

Charge represents a surchange applied to the complete document independent from the individual lines.

func (*Charge) GetTaxes added in v0.20.0 

func (m *Charge) GetTaxes() tax.Set

GetTaxes responds with the array of tax rates applied to this line.

func (*Charge) GetTotal added in v0.13.0 

func (m *Charge) GetTotal() num.Amount

GetTotal provides the final total for this line, excluding any tax calculations.

func (*Charge) ValidateWithContext added in v0.50.1 

func (m *Charge) ValidateWithContext(ctx context.Context) error

ValidateWithContext checks the charge's fields.

type CorrectionOptions added in v0.51.0 

type CorrectionOptions struct {
	head.CorrectionOptions

	// The type of corrective invoice to produce.
	Type cbc.Key `json:"type" jsonschema:"title=Type"`
	// When the new corrective invoice's issue date should be set to.
	IssueDate *cal.Date `json:"issue_date,omitempty" jsonschema:"title=Issue Date"`
	// Series to assign to the new corrective invoice.
	Series string `json:"series,omitempty" jsonschema:"title=Series"`
	// Stamps of the previous document to include in the preceding data.
	Stamps []*head.Stamp `json:"stamps,omitempty" jsonschema:"title=Stamps"`
	// Human readable reason for the corrective operation.
	Reason string `json:"reason,omitempty" jsonschema:"title=Reason"`
	// Extensions for region specific requirements.
	Ext tax.Extensions `json:"ext,omitempty" jsonschema:"title=Extensions"`
	// contains filtered or unexported fields
}

CorrectionOptions defines a structure used to pass configuration options to correct a previous invoice. This is made available to make it easier to pass options between external services.

type Delivery 

type Delivery struct {
	// The party who will receive delivery of the goods defined in the invoice and is not responsible for taxes.
	Receiver *org.Party `json:"receiver,omitempty" jsonschema:"title=Receiver"`
	// Identities is used to define specific codes or IDs that may be used to
	// identify the delivery.
	Identities []*org.Identity `json:"identities,omitempty" jsonschema:"title=Identities"`
	// When the goods should be expected.
	Date *cal.Date `json:"date,omitempty" jsonschema:"title=Date"`
	// Period of time in which to expect delivery if a specific date is not available.
	Period *cal.Period `json:"period,omitempty" jsonschema:"title=Period"`
	// Additional custom data.
	Meta *cbc.Meta `json:"meta,omitempty" jsonschema:"title=Meta"`
}

Delivery covers the details of the destination for the products described in the invoice body.

func (*Delivery) Validate added in v0.28.0 

func (d *Delivery) Validate() error

Validate the delivery details

type Discount added in v0.13.0 

type Discount struct {
	uuid.Identify
	// Line number inside the list of discounts (calculated)
	Index int `json:"i" jsonschema:"title=Index" jsonschema_extras:"calculated=true"`
	// Reference or ID for this Discount
	Ref string `json:"ref,omitempty" jsonschema:"title=Reference"`
	// Base represents the value used as a base for percent calculations instead
	// of the invoice's sum of lines.
	Base *num.Amount `json:"base,omitempty" jsonschema:"title=Base"`
	// Percentage to apply to the base or invoice's sum.
	Percent *num.Percentage `json:"percent,omitempty" jsonschema:"title=Percent"`
	// Amount to apply (calculated if percent present).
	Amount num.Amount `json:"amount" jsonschema:"title=Amount" jsonschema_extras:"calculated=true"`
	// List of taxes to apply to the discount
	Taxes tax.Set `json:"taxes,omitempty" jsonschema:"title=Taxes"`
	// Code for the reason this discount applied
	Code string `json:"code,omitempty" jsonschema:"title=Reason Code"`
	// Text description as to why the discount was applied
	Reason string `json:"reason,omitempty" jsonschema:"title=Reason"`
	// Additional semi-structured information.
	Meta cbc.Meta `json:"meta,omitempty" jsonschema:"title=Meta"`
	// contains filtered or unexported fields
}

Discount represents an allowance applied to the complete document independent from the individual lines. These have more in common with Invoice Lines than anything else, as each discount must have the correct taxes defined.

func (*Discount) GetTaxes added in v0.20.0 

func (m *Discount) GetTaxes() tax.Set

GetTaxes responds with the array of tax rates applied to this line.

func (*Discount) GetTotal added in v0.13.0 

func (m *Discount) GetTotal() num.Amount

GetTotal provides the final total for this line, excluding any tax calculations. We return a negative value so that discounts will be applied correctly.

func (*Discount) ValidateWithContext added in v0.50.1 

func (m *Discount) ValidateWithContext(ctx context.Context) error

ValidateWithContext checks the discount's fields.

type DocumentReference added in v0.35.0 

type DocumentReference struct {
	// Unique ID copied from the source document.
	UUID uuid.UUID `json:"uuid,omitempty" jsonschema:"title=UUID"`
	// Series the reference document belongs to.
	Series string `json:"series,omitempty" jsonschema:"title=Series"`
	// Source document's code or other identifier.
	Code string `json:"code,omitempty" jsonschema:"title=Code"`
	// Link to the source document.
	URL string `json:"url,omitempty" jsonschema:"title=URL,format=uri"`
}

DocumentReference provides a link to a existing document.

func (*DocumentReference) Validate added in v0.35.0 

func (dr *DocumentReference) Validate() error

Validate ensures the Document Reference looks correct.

type Invoice 

type Invoice struct {
	uuid.Identify
	// Type of invoice document subject to the requirements of the local tax regime.
	Type cbc.Key `json:"type" jsonschema:"title=Type" jsonschema_extras:"calculated=true"`
	// Used as a prefix to group codes.
	Series string `json:"series,omitempty" jsonschema:"title=Series"`
	// Sequential code used to identify this invoice in tax declarations.
	Code string `json:"code" jsonschema:"title=Code"`
	// When the invoice was created.
	IssueDate cal.Date `json:"issue_date" jsonschema:"title=Issue Date" jsonschema_extras:"calculated=true"`
	// Date when the operation defined by the invoice became effective.
	OperationDate *cal.Date `json:"op_date,omitempty" jsonschema:"title=Operation Date"`
	// When the taxes of this invoice become accountable, if none set, the issue date is used.
	ValueDate *cal.Date `json:"value_date,omitempty" jsonschema:"title=Value Date"`
	// Currency for all invoice totals.
	Currency currency.Code `json:"currency" jsonschema:"title=Currency" jsonschema_extras:"calculated=true"`
	// Exchange rates to be used when converting the invoices monetary values into other currencies.
	ExchangeRates []*currency.ExchangeRate `json:"exchange_rates,omitempty" jsonschema:"title=Exchange Rates"`

	// Key information regarding previous invoices and potentially details as to why they
	// were corrected.
	Preceding []*Preceding `json:"preceding,omitempty" jsonschema:"title=Preceding Details"`

	// Special tax configuration for billing.
	Tax *Tax `json:"tax,omitempty" jsonschema:"title=Tax"`

	// The taxable entity supplying the goods or services.
	Supplier *org.Party `json:"supplier" jsonschema:"title=Supplier"`
	// Legal entity receiving the goods or services, may be empty in certain circumstances such as simplified invoices.
	Customer *org.Party `json:"customer,omitempty" jsonschema:"title=Customer"`

	// List of invoice lines representing each of the items sold to the customer.
	Lines []*Line `json:"lines,omitempty" jsonschema:"title=Lines"`
	// Discounts or allowances applied to the complete invoice
	Discounts []*Discount `json:"discounts,omitempty" jsonschema:"title=Discounts"`
	// Charges or surcharges applied to the complete invoice
	Charges []*Charge `json:"charges,omitempty" jsonschema:"title=Charges"`
	// Expenses paid for by the supplier but invoiced directly to the customer.
	Outlays []*Outlay `json:"outlays,omitempty" jsonschema:"title=Outlays"`

	// Ordering details including document references and buyer or seller parties.
	Ordering *Ordering `json:"ordering,omitempty" jsonschema:"title=Ordering Details"`
	// Information on when, how, and to whom the invoice should be paid.
	Payment *Payment `json:"payment,omitempty" jsonschema:"title=Payment Details"`
	// Specific details on delivery of the goods referenced in the invoice.
	Delivery *Delivery `json:"delivery,omitempty" jsonschema:"title=Delivery Details"`

	// Summary of all the invoice totals, including taxes (calculated).
	Totals *Totals `json:"totals" jsonschema:"title=Totals" jsonschema_extras:"calculated=true"`

	// Unstructured information that is relevant to the invoice, such as correction or additional
	// legal details.
	Notes []*cbc.Note `json:"notes,omitempty" jsonschema:"title=Notes"`

	// Additional complementary objects that add relevant information to the invoice.
	Complements []*schema.Object `json:"complements,omitempty" jsonschema:"title=Complements"`

	// Additional semi-structured data that doesn't fit into the body of the invoice.
	Meta cbc.Meta `json:"meta,omitempty" jsonschema:"title=Meta"`
}

Invoice represents a payment claim for goods or services supplied under conditions agreed between the supplier and the customer. In most cases the resulting document describes the actual financial commitment of goods or services ordered from the supplier.

func (*Invoice) Calculate 

func (inv *Invoice) Calculate() error

Calculate performs all the calculations and normalizations required for the invoice totals and taxes. If the original invoice only includes partial calculations, this will figure out what's missing.

func (*Invoice) Correct added in v0.40.0 

func (inv *Invoice) Correct(opts ...schema.Option) error

Correct moves key fields of the current invoice to the preceding structure and performs any regime specific actions defined by the regime's configuration. If the existing document doesn't have a code, we'll raise an error, for most use cases this will prevent looping over the same invoice.

func (*Invoice) CorrectionOptionsSchema added in v0.58.1 

func (inv *Invoice) CorrectionOptionsSchema() (interface{}, error)

CorrectionOptionsSchema provides a dynamic JSON schema of the options that can be used on the invoice in order to correct it. Data is extracted from the tax regime associated with the supplier.

func (*Invoice) Empty added in v0.40.0 

func (inv *Invoice) Empty()

Empty is a convenience method that will empty all the lines and related rows.

func (*Invoice) Invert added in v0.40.0 

func (inv *Invoice) Invert() error

Invert effectively reverses the invoice by inverting the sign of all quantity or amount values. Caution should be taken when using this method as advances will also be inverted, while payment terms will remain the same, which could be confusing if no further modifications are made. After inverting the invoice is recalculated and any differences will raise an error.

func (Invoice) JSONSchemaExtend added in v0.38.0 

func (Invoice) JSONSchemaExtend(schema *jsonschema.Schema)

JSONSchemaExtend extends the schema with additional property details

func (*Invoice) RemoveIncludedTaxes added in v0.25.2 

func (inv *Invoice) RemoveIncludedTaxes() (*Invoice, error)

RemoveIncludedTaxes is a special function that will go through all prices which may include the tax included in the invoice, and remove them.

This method will call "Calculate" on the invoice automatically both before and after to ensure that the data matches.

If after removing taxes the totals don't match, a rounding error will be added to the invoice totals. In most scenarios this shouldn't be more than a cent or two.

A new invoice object is returned, leaving the original instance untouched.

func (*Invoice) Replicate added in v0.75.0 

func (inv *Invoice) Replicate() error

Replicate modifies the invoice's fields to ensure that it can be used as part of a replication process. A replicated invoice is one that contains the same base details like supplier, customer, lines, etc., but with updated identifiers and dates.

func (*Invoice) ScenarioSummary added in v0.38.0 

func (inv *Invoice) ScenarioSummary() *tax.ScenarioSummary

ScenarioSummary determines a summary of the tax scenario for the invoice based on the document type and tax tags.

func (*Invoice) TaxRegime added in v0.51.0 

func (inv *Invoice) TaxRegime() *tax.Regime

TaxRegime determines the tax regime for the invoice based on the supplier tax identity.

func (*Invoice) UNTDID1001 added in v0.38.0 

func (i *Invoice) UNTDID1001() cbc.Code

UNTDID1001 provides the official code number assigned with the Invoice type.

func (*Invoice) Validate 

func (inv *Invoice) Validate() error

Validate checks to ensure the invoice is valid and contains all the information we need.

func (*Invoice) ValidateWithContext added in v0.38.0 

func (inv *Invoice) ValidateWithContext(ctx context.Context) error

ValidateWithContext checks to ensure the invoice is valid and contains all the information we need.

type Line 

type Line struct {
	uuid.Identify
	// Line number inside the parent (calculated)
	Index int `json:"i" jsonschema:"title=Index" jsonschema_extras:"calculated=true"`
	// Number of items
	Quantity num.Amount `json:"quantity" jsonschema:"title=Quantity"`
	// Details about what is being sold
	Item *org.Item `json:"item" jsonschema:"title=Item"`
	// Result of quantity multiplied by the item's price (calculated)
	Sum num.Amount `json:"sum" jsonschema:"title=Sum" jsonschema_extras:"calculated=true"`
	// Discounts applied to this line
	Discounts []*LineDiscount `json:"discounts,omitempty" jsonschema:"title=Discounts"`
	// Charges applied to this line
	Charges []*LineCharge `json:"charges,omitempty" jsonschema:"title=Charges"`
	// Map of taxes to be applied and used in the invoice totals
	Taxes tax.Set `json:"taxes,omitempty" jsonschema:"title=Taxes"`
	// Total line amount after applying discounts to the sum (calculated).
	Total num.Amount `json:"total" jsonschema:"title=Total"  jsonschema_extras:"calculated=true"`
	// Set of specific notes for this line that may be required for
	// clarification.
	Notes []*cbc.Note `json:"notes,omitempty" jsonschema:"title=Notes"`
	// contains filtered or unexported fields
}

Line is a single row in an invoice.

func (*Line) GetTaxes added in v0.20.0 

func (l *Line) GetTaxes() tax.Set

GetTaxes responds with the array of tax rates applied to this line.

func (*Line) GetTotal 

func (l *Line) GetTotal() num.Amount

GetTotal provides the final total for this line, excluding any tax calculations.

func (*Line) ValidateWithContext added in v0.38.0 

func (l *Line) ValidateWithContext(ctx context.Context) error

ValidateWithContext ensures the line contains everything required using the provided context that should include the regime.

type LineCharge added in v0.13.0 

type LineCharge struct {
	// Percentage if fixed amount not applied
	Percent *num.Percentage `json:"percent,omitempty" jsonschema:"title=Percent"`
	// Fixed or resulting charge amount to apply (calculated if percent present).
	Amount num.Amount `json:"amount" jsonschema:"title=Amount" jsonschema_extras:"calculated=true"`
	// Reference code.
	Code string `json:"code,omitempty" jsonschema:"title=Code"`
	// Text description as to why the charge was applied
	Reason string `json:"reason,omitempty" jsonschema:"title=Reason"`
}

LineCharge represents an amount added to the line, and will be applied before taxes. TODO: use UNTDID 7161 code list

func (*LineCharge) Validate added in v0.13.0 

func (lc *LineCharge) Validate() error

Validate checks the line charge's fields.

type LineDiscount added in v0.13.0 

type LineDiscount struct {
	// Percentage if fixed amount not applied
	Percent *num.Percentage `json:"percent,omitempty" jsonschema:"title=Percent"`
	// Fixed discount amount to apply (calculated if percent present).
	Amount num.Amount `json:"amount" jsonschema:"title=Value" jsonschema_extras:"calculated=true"`
	// Reason code.
	Code string `json:"code,omitempty" jsonschema:"title=Code"`
	// Text description as to why the discount was applied
	Reason string `json:"reason,omitempty" jsonschema:"title=Reason"`
}

LineDiscount represents an amount deducted from the line, and will be applied before taxes. TODO: use UNTDID 5189 code list

func (*LineDiscount) Validate added in v0.13.0 

func (ld *LineDiscount) Validate() error

Validate checks the line discount's fields.

type Ordering 

type Ordering struct {
	// Identifier assigned by the customer or buyer for internal routing purposes.
	Code string `json:"code,omitempty" jsonschema:"title=Code"`
	// Any additional Codes, IDs, SKUs, or other regional or custom
	// identifiers that may be used to identify the order.
	Identities []*org.Identity `json:"identities,omitempty" jsonschema:"title=Identities"`

	// Period of time that the invoice document refers to often used in addition to the details
	// provided in the individual line items.
	Period *cal.Period `json:"period,omitempty" jsonschema:"title=Period"`
	// Project this invoice refers to.
	Project *DocumentReference `json:"project,omitempty" jsonschema:"title=Project"`
	// The identification of a contract.
	Contract *DocumentReference `json:"contract,omitempty" jsonschema:"title=Contract"`
	// Purchase order issued by the customer or buyer.
	Purchase *DocumentReference `json:"purchase,omitempty" jsonschema:"title=Purchase Order"`
	// Sales order issued by the supplier or seller.
	Sale *DocumentReference `json:"sale,omitempty" jsonschema:"title=Sales Order"`
	// Receiving Advice.
	Receiving *DocumentReference `json:"receiving,omitempty" jsonschema:"title=Receiving Advice"`
	// Despatch advice.
	Despatch *DocumentReference `json:"despatch,omitempty" jsonschema:"title=Despatch Advice"`
	// Tender advice, the identification of the call for tender or lot the invoice relates to.
	Tender *DocumentReference `json:"tender,omitempty" jsonschema:"title=Tender Advice"`

	// Party who is responsible for making the purchase, but is not responsible
	// for handling taxes.
	Buyer *org.Party `json:"buyer,omitempty" jsonschema:"title=Buyer"`
	// Party who is selling the goods but is not responsible for taxes like the
	// supplier.
	Seller *org.Party `json:"seller,omitempty" jsonschema:"title=Seller"`
}

Ordering provides additional information about the ordering process including references to other documents and alternative parties involved in the order-to-delivery process.

func (*Ordering) Validate added in v0.28.0 

func (o *Ordering) Validate() error

Validate the ordering details.

type Outlay 

type Outlay struct {
	uuid.Identify
	// Outlay number index inside the invoice for ordering (calculated).
	Index int `json:"i" jsonschema:"title=Index" jsonschema_extras:"calculated=true"`
	// When was the outlay made.
	Date *cal.Date `json:"date,omitempty" jsonschema:"title=Date"`
	// Invoice number or other reference detail used to identify the outlay.
	Code string `json:"code,omitempty" jsonschema:"title=Code"`
	// Series of the outlay invoice.
	Series string `json:"series,omitempty" jsonschema:"title=Series"`
	// Details on what the outlay was.
	Description string `json:"description" jsonschema:"title=Description"`
	// Who was the supplier of the outlay
	Supplier *org.Party `json:"supplier,omitempty" jsonschema:"title=Supplier"`
	// Amount paid by the supplier.
	Amount num.Amount `json:"amount" jsonschema:"title=Amount"`
}

Outlay represents a reimbursable expense that was paid for by the supplier and invoiced separately by the third party directly to the customer. Most suppliers will want to include the expenses of their providers as part of their own operational costs. However, outlays are common in countries like Spain where it is typical for an accountant or lawyer to pay for notary fees, but forward the invoice to the customer.

func (*Outlay) UnmarshalJSON added in v0.67.0 

func (o *Outlay) UnmarshalJSON(data []byte) error

UnmarshalJSON helps migrate the desc field to description.

func (*Outlay) Validate added in v0.5.0 

func (o *Outlay) Validate() error

Validate ensures the outlay contains everything required.

type Payment 

type Payment struct {
	// The party responsible for receiving payment of the invoice, if not the supplier.
	Payee *org.Party `json:"payee,omitempty" jsonschema:"title=Payee"`
	// Payment terms or conditions.
	Terms *pay.Terms `json:"terms,omitempty" jsonschema:"title=Terms"`
	// Any amounts that have been paid in advance and should be deducted from the amount due.
	Advances []*pay.Advance `json:"advances,omitempty" jsonschema:"title=Advances"`
	// Details on how payment should be made.
	Instructions *pay.Instructions `json:"instructions,omitempty" jsonschema:"title=Instructions"`
}

Payment contains details as to how the invoice should be paid.

func (*Payment) ResetAdvances added in v0.41.0 

func (p *Payment) ResetAdvances()

ResetAdvances clears the advances list.

func (*Payment) ValidateWithContext added in v0.50.0 

func (p *Payment) ValidateWithContext(ctx context.Context) error

ValidateWithContext checks to make sure the payment data looks good

type Preceding 

type Preceding struct {
	// Preceding document's UUID.
	UUID uuid.UUID `json:"uuid,omitempty" jsonschema:"title=UUID"`
	// Type of the preceding document
	Type cbc.Key `json:"type,omitempty" jsonschema:"title=Type"`
	// Series identification code
	Series string `json:"series,omitempty" jsonschema:"title=Series"`
	// Code of the previous document.
	Code string `json:"code" jsonschema:"title=Code"`
	// The issue date of the previous document.
	IssueDate *cal.Date `json:"issue_date,omitempty" jsonschema:"title=Issue Date"`
	// Human readable description on why the preceding invoice is being replaced.
	Reason string `json:"reason,omitempty" jsonschema:"title=Reason"`
	// Seals of approval from other organisations that may need to be listed.
	Stamps []*head.Stamp `json:"stamps,omitempty" jsonschema:"title=Stamps"`
	// Tax period in which the previous invoice had an effect required by some tax regimes and formats.
	Period *cal.Period `json:"period,omitempty" jsonschema:"title=Period"`
	// Extensions for region specific requirements.
	Ext tax.Extensions `json:"ext,omitempty" jsonschema:"title=Ext"`
	// Additional semi-structured data that may be useful in specific regions
	Meta cbc.Meta `json:"meta,omitempty" jsonschema:"title=Meta"`
}

Preceding allows for information to be provided about a previous invoice that this one will replace, subtract from, or add to. If this is used, the invoice type code will most likely need to be set to `corrective`, `credit-note`, or similar.

func (*Preceding) Calculate added in v0.67.10 

func (p *Preceding) Calculate() error

Calculate tries to normalize the preceding data

func (Preceding) JSONSchemaExtend added in v0.69.0 

func (Preceding) JSONSchemaExtend(schema *jsonschema.Schema)

JSONSchemaExtend extends the schema with additional property details

func (*Preceding) Validate added in v0.16.0 

func (p *Preceding) Validate() error

Validate ensures the preceding details look okay

func (*Preceding) ValidateWithContext added in v0.67.0 

func (p *Preceding) ValidateWithContext(ctx context.Context) error

ValidateWithContext ensures the preceding details look okay

type Tax added in v0.20.0 

type Tax struct {
	// Category of the tax already included in the line item prices, especially
	// useful for B2C retailers with customers who prefer final prices inclusive of
	// tax.
	PricesInclude cbc.Code `json:"prices_include,omitempty" jsonschema:"title=Prices Include"`

	// Special tax tags that apply to this invoice according to local requirements.
	Tags []cbc.Key `json:"tags,omitempty" jsonschema:"title=Tags"`

	// Additional extensions that are applied to the invoice as a whole as opposed to specific
	// sections.
	Ext tax.Extensions `json:"ext,omitempty" jsonschema:"title=Extensions"`

	// Any additional data that may be required for processing, but should never
	// be relied upon by recipients.
	Meta cbc.Meta `json:"meta,omitempty" jsonschema:"title=Meta"`
}

Tax defines a summary of the taxes which may be applied to an invoice.

func (*Tax) ContainsTag added in v0.38.0 

func (t *Tax) ContainsTag(key cbc.Key) bool

ContainsTag returns true if the tax contains the given tag.

func (*Tax) ValidateWithContext added in v0.38.0 

func (t *Tax) ValidateWithContext(ctx context.Context) error

ValidateWithContext ensures the tax details look valid.

type TaxScheme added in v0.20.0 

type TaxScheme string

TaxScheme allows for defining a specific or special scheme that applies to the billing document. Schemes are defined as needed for each region.

type Totals 

type Totals struct {
	// Sum of all line item sums
	Sum num.Amount `json:"sum" jsonschema:"title=Sum"`
	// Sum of all document level discounts
	Discount *num.Amount `json:"discount,omitempty" jsonschema:"title=Discount"`
	// Sum of all document level charges
	Charge *num.Amount `json:"charge,omitempty" jsonschema:"title=Charge"`
	// If prices include tax, this is the total tax included in the price.
	TaxIncluded *num.Amount `json:"tax_included,omitempty" jsonschema:"title=Tax Included"`
	// Sum of all line sums minus the discounts, plus the charges, without tax.
	Total num.Amount `json:"total" jsonschema:"title=Total"`
	// Summary of all the taxes included in the invoice.
	Taxes *tax.Total `json:"taxes,omitempty" jsonschema:"title=Tax Totals"`
	// Total amount of tax to apply to the invoice.
	Tax num.Amount `json:"tax,omitempty" jsonschema:"title=Tax"`
	// Grand total after all taxes have been applied.
	TotalWithTax num.Amount `json:"total_with_tax" jsonschema:"title=Total with Tax"`
	// Rounding amount to apply to the invoice in case the total and payable
	// amounts don't quite match.
	Rounding *num.Amount `json:"rounding,omitempty" jsonschema:"title=Rounding"`
	// Total paid in outlays that need to be reimbursed
	Outlays *num.Amount `json:"outlays,omitempty" jsonschema:"title=Outlay Totals"`
	// Total amount to be paid after applying taxes and outlays.
	Payable num.Amount `json:"payable" jsonschema:"title=Payable"`
	// Total amount already paid in advance.
	Advances *num.Amount `json:"advance,omitempty" jsonschema:"title=Advance"`
	// How much actually needs to be paid now.
	Due *num.Amount `json:"due,omitempty" jsonschema:"title=Due"`
}

Totals contains the summaries of all calculations for the invoice.

func (*Totals) ValidateWithContext added in v0.38.0 

func (t *Totals) ValidateWithContext(ctx context.Context) error

ValidateWithContext checks the totals calculated for the invoice.

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