Relative charges/allowances on document level

History.md

@@ -6,6 +6,7 @@
 - removed jaxb
 - pushprovider
 - new xrechnung profile
+- visualization? zugferdvisualizer?
 - german bank account numbers can no longer be specified (dropped in favor of IBAN and BIC)
 - factory for xrechnung
 - complete or discard read into push provider
@@ -15,7 +16,7 @@
 - getSellerTradePartyAddress (PR #157 ) thanks to aberndt-hub 
 - switched from eclipse to IntelliJ
 - added ph-schematron-maven-plugin so that xrechnung xslt can be generated
-- remove migration
+- removed migration feature (XSLT upgrade of ZF1)
 - be able to recursively validate directories
 - be able to ignore input pdf errors with -i
 - be able to recursively scan directories using validateExpectValid/validateExpectInvalid
@@ -34,29 +35,30 @@ switch
 - release notes
 - new tradeparty class, Contact getOwnContact superseded by TradeParty getSender
 - new invoicecorrection class
-- order-x read support
+- order-x xml read support
 - automated tests zuv/verapdf validate created library test files
 - trans.getTradeSettlementPayment() removed in favor of trans.getTradeSettlement()
+- commandline option for no notices
+- new features 
+  - additional docs, 
+  - contract id, 
+  - delivery period, 
+  - corrected invoices,
+  - contacts also for recipients 
 
 ### 2.0 still todo
 - dont show empty tax number field
-- be able to specify iban via tradeparty object
-- verapdf as prevalidation?
-- visualization? zugferdvisualizer?
 - new sample invoice
-- prompt for source file for validation has to be pdf
-- be able to disable "source pdf set to timeout"
 - *visualizer to work with Extended profile
 - *visualizer tests
 - *validator not to XR error on ZF files (only notices)
 - *from A3 does not seem tow ork see mustangreaderwriteredgetest:testedgeexport
 - xmp errors may not show correctly in log
-- switch for no log and no notices
 - confirm correct generation from pdf/a3 files zf2edgetest
 - *correctiontest exports zf1+zf2?
 - *USt 0% wird aus invoice-klasse noch nicht sauber abgefangen
-- new features additional docs, contract id, periods, corrected invoices, discounts, occurrence dates and periods
+- absolute and relative allowances and charges on item and document level,
-
+- finalize invoiceimporter
 Alpha2 2020-09-15
 Alpha1 2020-08-06
 

library/src/main/java/org/mustangproject/Charge.java

@@ -1,5 +1,6 @@
 package org.mustangproject;
 
+import org.mustangproject.ZUGFeRD.IAbsoluteValueProvider;
 import org.mustangproject.ZUGFeRD.IExportableTransaction;
 import org.mustangproject.ZUGFeRD.IZUGFeRDAllowanceCharge;
 import org.mustangproject.ZUGFeRD.IZUGFeRDExportableItem;
@@ -55,27 +56,16 @@ public class Charge implements IZUGFeRDAllowanceCharge {
 
 
 	@Override
-	public BigDecimal getTotalAmount(IZUGFeRDExportableItem currentItem) {
+	public BigDecimal getTotalAmount(IAbsoluteValueProvider currentItem) {
 		if (totalAmount!=null) {
 			return totalAmount;
 		} else if (percent!=null) {
-			return currentItem.getPrice().multiply(getPercent().divide(new BigDecimal(100)));
+			return currentItem.getValue().multiply(getPercent().divide(new BigDecimal(100)));
 		} else {
 			throw new RuntimeException("Either totalAmount or percent must be set");
 		}
 	}
 
-	@Override
-	public BigDecimal getTotalAmount(IExportableTransaction currentTrans) {
-//		if (totalAmount!=null) {
-			return totalAmount;
-//		} else //if (percent!=null) {
-			// to be implemented return currentItem.get().multiply(getPercent().divide(new BigDecimal(100)));
-		//} else {
-//			throw new RuntimeException("Either totalAmount or percent must be set");
-//		}
-	}
-
 
 	public BigDecimal getPercent() {
 		return percent;

library/src/main/java/org/mustangproject/ZUGFeRD/IAbsoluteValueProvider.java

@@ -0,0 +1,27 @@
+/** **********************************************************************
+ *
+ * Copyright 2018 Jochen Staerk
+ *
+ * Use is subject to license terms.
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License"); you may not
+ * use this file except in compliance with the License. You may obtain a copy
+ * of the License at http://www.apache.org/licenses/LICENSE-2.0.
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS, WITHOUT
+ * WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ *
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ *
+ *********************************************************************** */
+package org.mustangproject.ZUGFeRD;
+
+import java.math.BigDecimal;
+
+public interface IAbsoluteValueProvider {
+
+	public BigDecimal getValue();
+
+}

library/src/main/java/org/mustangproject/ZUGFeRD/IExportableTransaction.java

@@ -32,7 +32,7 @@ import java.util.Date;
 
 import org.mustangproject.ZUGFeRD.model.DocumentCodeTypeConstants;
 
-public interface IExportableTransaction {
+public interface IExportableTransaction  {
 
 	/**
 	 * appears in /rsm:CrossIndustryDocument/rsm:HeaderExchangedDocument/ram:Name

library/src/main/java/org/mustangproject/ZUGFeRD/IZUGFeRDAllowanceCharge.java

@@ -24,8 +24,7 @@ import java.math.BigDecimal;
  */
 public interface IZUGFeRDAllowanceCharge {
 
-	BigDecimal getTotalAmount(IZUGFeRDExportableItem currentItem);
+	BigDecimal getTotalAmount(IAbsoluteValueProvider trans);
-	BigDecimal getTotalAmount(IExportableTransaction trans);
 
 	String getReason();
 

library/src/main/java/org/mustangproject/ZUGFeRD/IZUGFeRDExportableItem.java

@@ -30,7 +30,7 @@ import org.mustangproject.ZUGFeRD.model.TaxCategoryCodeTypeConstants;
 
 import java.math.BigDecimal;
 
-public interface IZUGFeRDExportableItem {
+public interface IZUGFeRDExportableItem extends IAbsoluteValueProvider{
 
 	IZUGFeRDExportableProduct getProduct();
 
@@ -46,6 +46,10 @@ public interface IZUGFeRDExportableItem {
 	 */
 	BigDecimal getPrice();
 
+	@Override
+	default BigDecimal getValue() {
+		return getPrice();
+	}
 	/**
 	 * how many get billed
 	 *

library/src/main/java/org/mustangproject/ZUGFeRD/ZUGFeRD2PullProvider.java

@@ -38,7 +38,7 @@ import org.dom4j.io.XMLWriter;
 import org.mustangproject.Invoice;
 import org.mustangproject.XMLTools;
 
-public class ZUGFeRD2PullProvider implements IXMLProvider {
+public class ZUGFeRD2PullProvider implements IXMLProvider, IAbsoluteValueProvider {
 
 	//// MAIN CLASS
 	protected SimpleDateFormat zugferdDateFormat = new SimpleDateFormat("yyyyMMdd");
@@ -96,7 +96,7 @@ public class ZUGFeRD2PullProvider implements IXMLProvider {
 		return res;
 
 	}
-
+//move
 	private BigDecimal getTotalPrepaid() {
 		if (trans.getTotalPrepaidAmount() == null) {
 			return new BigDecimal(0);
@@ -121,7 +121,7 @@ public class ZUGFeRD2PullProvider implements IXMLProvider {
 		IZUGFeRDAllowanceCharge[] charges = trans.getZFCharges();
 		if ((charges != null) && (charges.length > 0)) {
 			for (IZUGFeRDAllowanceCharge currentCharge : charges) {
-				res = res.add(currentCharge.getTotalAmount(trans));
+				res = res.add(currentCharge.getTotalAmount(this));
 			}
 		}
 		return res;
@@ -132,7 +132,7 @@ public class ZUGFeRD2PullProvider implements IXMLProvider {
 		IZUGFeRDAllowanceCharge[] allowances = trans.getZFAllowances();
 		if ((allowances != null) && (allowances.length > 0)) {
 			for (IZUGFeRDAllowanceCharge currentAllowance : allowances) {
-				res = res.add(currentAllowance.getTotalAmount(trans));
+				res = res.add(currentAllowance.getTotalAmount(this));
 			}
 		}
 		return res;
@@ -183,7 +183,7 @@ public class ZUGFeRD2PullProvider implements IXMLProvider {
 				if (theAmount == null) {
 					theAmount = new VATAmount(new BigDecimal(0), new BigDecimal(0), "S");
 				}
-				theAmount.setBasis(theAmount.getBasis().add(currentCharge.getTotalAmount(trans)));
+				theAmount.setBasis(theAmount.getBasis().add(currentCharge.getTotalAmount(this)));
 				BigDecimal factor = currentCharge.getTaxPercent().divide(new BigDecimal(100));
 				theAmount.setCalculated(theAmount.getBasis().multiply(factor));
 				hm.put(currentCharge.getTaxPercent(), theAmount);
@@ -196,7 +196,7 @@ public class ZUGFeRD2PullProvider implements IXMLProvider {
 				if (theAmount == null) {
 					theAmount = new VATAmount(new BigDecimal(0), new BigDecimal(0), "S");
 				}
-				theAmount.setBasis(theAmount.getBasis().subtract(currentAllowance.getTotalAmount(trans)));
+				theAmount.setBasis(theAmount.getBasis().subtract(currentAllowance.getTotalAmount(this)));
 				BigDecimal factor = currentAllowance.getTaxPercent().divide(new BigDecimal(100));
 				theAmount.setCalculated(theAmount.getBasis().multiply(factor));
 
@@ -207,7 +207,6 @@ public class ZUGFeRD2PullProvider implements IXMLProvider {
 
 		return hm;
 	}
-
 	@Override
 	public Profile getProfile() {
 		return profile;
@@ -701,4 +700,8 @@ public class ZUGFeRD2PullProvider implements IXMLProvider {
 		return paymentTermsXml;
 	}
 
+	@Override
+	public BigDecimal getValue() {
+		return getTotal();
+	}
 }

library/src/test/java/org/mustangproject/ZUGFeRD/IZUGFeRDAllowanceChargeImpl.java

@@ -27,12 +27,7 @@ public class IZUGFeRDAllowanceChargeImpl implements IZUGFeRDAllowanceCharge {
 	boolean isCharge=true;
 
 	@Override
-	public BigDecimal getTotalAmount(IZUGFeRDExportableItem currentItem) {
+	public BigDecimal getTotalAmount(IAbsoluteValueProvider currentItem) {
-		return totalAmount;
-	}
-
-	@Override
-	public BigDecimal getTotalAmount(IExportableTransaction currentTransaction) {
 		return totalAmount;
 	}
 

library/src/test/java/org/mustangproject/ZUGFeRD/ZF2PushTest.java

@@ -39,6 +39,7 @@ public class ZF2PushTest extends TestCase {
 	final String TARGET_CORRECTIONPDF = "./target/testout-ZF2PushCorrection.pdf";
 	final String TARGET_ITEMCHARGESALLOWANCESPDF = "./target/testout-ZF2PushItemChargesAllowances.pdf";
 	final String TARGET_CHARGESALLOWANCESPDF = "./target/testout-ZF2PushChargesAllowances.pdf";
+	final String TARGET_RELATIVECHARGESALLOWANCESPDF = "./target/testout-ZF2PushRelativeChargesAllowances.pdf";
 	final String TARGET_ATTACHMENTSPDF = "./target/testout-ZF2PushAttachments.pdf";
 
 	public void testPushExport() {
@@ -233,6 +234,51 @@ public class ZF2PushTest extends TestCase {
 		}
 
 
+	}
+
+	public void testRelativeChargesAllowancesExport() {
+
+		String orgname = "Test company";
+		String number = "123";
+		String amountStr = "3.00";
+		BigDecimal amount = new BigDecimal(amountStr);
+		try (InputStream SOURCE_PDF = this.getClass()
+				.getResourceAsStream("/MustangGnuaccountingBeispielRE-20170509_505blanko.pdf");
+
+			 ZUGFeRDExporterFromA1 ze = new ZUGFeRDExporterFromA1().setProducer("My Application")
+					 .setCreator(System.getProperty("user.name")).setZUGFeRDVersion(2).setProfile(Profiles.getByName("en16931")).ignorePDFAErrors()
+					 .load(SOURCE_PDF)) {
+
+			ze.setTransaction(new Invoice().setCurrency("CHF").setDueDate(new Date()).setOccurrenceDate(new Date()).setIssueDate(new Date()).setDeliveryDate(new Date()).setSender(new TradeParty(orgname,"teststr", "55232","teststadt","DE")).setOwnTaxID("4711").setOwnVATID("DE0815").setRecipient(new TradeParty("Franz Müller", "teststr.12", "55232", "Entenhausen", "DE")).setNumber(number)
+					.addItem(new Item(new Product("Testprodukt", "", "C62", new BigDecimal(19)), amount, new BigDecimal(1.0)))
+					.addItem(new Item(new Product("Testprodukt", "", "C62", new BigDecimal(19)), amount, new BigDecimal(1.0)))
+					.addItem(new Item(new Product("Testprodukt", "", "C62", new BigDecimal(19)), amount, new BigDecimal(1.0)))
+					.addAllowance(new Allowance().setPercent(new BigDecimal(50 )).setTaxPercent(new BigDecimal(19)))
+
+			);
+			String theXML = new String(ze.getProvider().getXML());
+			assertTrue(theXML.contains("<rsm:CrossIndustryInvoice"));
+			ze.export(TARGET_RELATIVECHARGESALLOWANCESPDF);
+		} catch (IOException e) {
+			fail("IOException should not be raised in testEdgeExport");
+		}
+
+		// now check the contents (like MustangReaderTest)
+		ZUGFeRDImporter zi = new ZUGFeRDImporter(TARGET_RELATIVECHARGESALLOWANCESPDF);
+
+		assertFalse(zi.getUTF8().contains("EUR"));
+
+		// Reading ZUGFeRD
+		assertEquals("5.36", zi.getAmount());
+		assertEquals(zi.getHolder(), orgname);
+		assertEquals(zi.getForeignReference(), number);
+		try {
+			assertEquals(zi.getVersion(), 2);
+		} catch (Exception e) {
+			e.printStackTrace();
+		}
+
+
 	}
 
 

validator/src/test/java/org/mustangproject/validator/LibraryTest.java

@@ -80,6 +80,25 @@ public class LibraryTest extends ResourceCase {
 
 	}
 
+	public void testLibraryPushRelativeAllowances() {
+		File tempFile = new File("../library/target/testout-ZF2PushRelativeChargesAllowances.pdf");
+		assertTrue(tempFile.exists());
+		ZUGFeRDValidator zfv = new ZUGFeRDValidator();
+
+		String res = zfv.validate(tempFile.getAbsolutePath());
+
+
+		assertThat(res).valueByXPath("/validation/pdf/summary/@status")
+				.isEqualTo("valid");
+
+		assertThat(res).valueByXPath("/validation/xml/summary/@status")
+				.isEqualTo("valid");
+
+		assertThat(res).valueByXPath("/validation/summary/@status")
+				.isEqualTo("valid");
+
+	}
+
 	public void testLibraryPushAllowances() {
 		File tempFile = new File("../library/target/testout-ZF2PushChargesAllowances.pdf");
 		assertTrue(tempFile.exists());

validator/src/test/java/org/mustangproject/validator/ZUGFeRDValidatorTest.java

@@ -64,6 +64,11 @@ public class ZUGFeRDValidatorTest extends ResourceCase {
 		assertThat(res).valueByXPath("/validation/summary/@status")
 				.isEqualTo("invalid");
 
+		zfv = new ZUGFeRDValidator();
+		res = zfv.validate("/does/not/exist");
+		assertThat(res).valueByXPath("/validation/summary/@status")
+				.isEqualTo("invalid");
+
 	}
 
 	/***