Skip to content
Download PDF

api-to-roefact by RENware Software Systems

CHANGELOG 0.1.18.dev

0.1.18.dev invoice customer CUI partial invoice total values calculations (240105 h08:00)

  • 240105piu_c updated xl2roefact package README.md file (with new sections for intro to Excel invoice content rules, tutorial TODO, reference to technical doc)

  • 240105piu_b invoice customer search and persist for "CUI"

  • 240105piu_a rdinv.def get_excel_data_at_label(...) changed strategy for DOWN search-method made it optional with default True (useful for Partners set-of KVs where is supposed to be or IN-LABEL or in RIGHT but NOT DOWN because there is a list of KVs not just one placed anywhere in Excel doc) TODO: this is subject of doc update

  • 240103piu_d rdinv.def get_excel_data_at_label(...) changed strategy for IN-LABEL search-method to return all string except first word (supposed to be label) separated by space character (old strategy was to get only last work from all string)

  • 240103piu_c ref invoice customer created in config_settings.py PATTERNs for search keys PATTERN_FOR_PARTNER_ID (CUI or ID), PATTERN_FOR_PARTNER_LEGAL_NAME

  • 240103piu_b calculated item lines VAT amount as cac_InvoiceLine.LineVatAmmount as raw float value (not rounded to be able to round just invoice TOTAL)

  • 240103piu_a rdinv.rdinv() updated JSON -- XML map (part of function _build_meta_info_key(...))

  • 240102piu_a rdinv.rdinv() upd & improved a clear Customer specific XML compliant structure. Targeted this XML structure: 

        <cac:PartyLegalEntity>
        <cbc:RegistrationName>IORDANESCU PETRE PFA</cbc:RegistrationName>
        <cbc:CompanyID>21986376</cbc:CompanyID>
    </cac:PartyLegalEntity>

  • 240101piu_a clean useless & obsolete project files, test new full build (MSI, Python wheel, documentation) ==> PASS OK

  • 231229piu_a invoice customer (<cac:AccountingCustomerParty>) detect & set area to search for specific keys (like CUI, RegCom, IBAN, ...)

    • 1. established AREA TO SEARCH for PARTNER data an _area_to_search (~line 244)
    • 2. updated config_settings.py changed: (for a clear understating of constant scope, because will follow others for specific keys like: "reg com", "CUI", "bank / IBAN / cont", ...)
      • PATTERN_FOR_INVOICE_CUSTOMER_LABEL --> PATTERN_FOR_INVOICE_CUSTOMER_SUBTABLE_MARKER
      • PATTERN_FOR_INVOICE_SUPPLIER_LABEL --> PATTERN_FOR_INVOICE_SUPPLIER_SUBTABLE_MARKER
    • 3. set-persist _area_to_search for next steps & save its key-info in associated invoice JSON (for further references) - rdinv() ~line 239
    • 4. updated main xl2roefact README.md document ref latter changes and app structuring, concepts, ...(ideas evolving :)...
    • 5. done code for cac_AccountingSupplierParty key by iterating full invoice_header_area["customer_area"] structure

  • 231228piu_a improved documentation generation:

    • updated all modules docstring(s) to a right markdown representation in generated documentation (ex: when use bullets THEN DO NOT indent at 1st level)
    • @IMP_NOTE: Changed generated documentation file to doc/810.05a-xl2roefact_DLD_specs.md and referred in main doc/810.05a-xl2roefact_component.md as this being a final solution for whole project documentation (that generated with mkdocs)
    • updated pyproject.toml, [tool.pdm.scripts] table with new generated doc file name (810.05a-xl2roefact_DLD_specs.md)

  • 231227piu_b updated xl2roefact.rdinv module ref dropped _ chars from internal function names to allow doc generation by PyDoc until will produce a YAML file for PyDoc generator (where will be able to specify concrete list of objects regarding their names)

  • 231227piu_a generated a first draft of markdown documentation:

    • used Pydoc Markdown @ https://niklasrosenstein.github.io/pydoc-markdown/usage/yaml/#yaml-example
    • results ==> <PJ_ROOT>/xl2roefact/doc/generated_810.05a-xl2roefact_component.md
    • created PDM shell command pdm run (command just for quick remembers: pydoc-markdown -I xl2roefact --render-toc >doc/generated_810.05a-xl2roefact_component.md)

  • 231226piu_b reviewed xl2roefact all "in use" code and updated docstrings

  • 231226piu_a made some useful PDM scripts (ref pyproject.toml, table section [tool.pdm.scripts]) like build commands for:

    • pdm build_wheel Python package,
    • pdm build_msi MSI package,
    • pdm build_all build all packages
    • pdm xl2roefact run xl2roefact command
    • updated doc/810.05a-xl2roefact_component.md
Last update: March 6, 2024