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The lino_voga.lib.trading plugin¶
The lino_voga.lib.trading plugin extends lino_xl.lib.trading
for usage in Lino Voga.
See also invoicing in Voga.
TODO: review after 20230710
This page contains code snippets (lines starting with >>>), which are
being tested during our development workflow. The following
snippet initializes the demo project used throughout this page.
>>> from lino import startup
>>> startup('lino_book.projects.voga2.settings')
>>> from lino.api.doctest import *
Dependencies¶
>>> dd.plugins.trading
<lino_xl.lib.trading.Plugin lino_voga.lib.trading(needs ['lino.modlib.memo', 'lino_xl.lib.products', 'lino_xl.lib.vat'])>
Examples¶
Here are all our sales invoices:
>>> jnl = rt.models.accounting.Journal.get_by_ref('SLS')
>>> rt.show(trading.InvoicesByJournal, jnl)
...
===================== ============ =================== ============ =================================== ============== =============== ================
No. Entry date Invoiceables from until Partner Subject line Total to pay Workflow
--------------------- ------------ ------------------- ------------ ----------------------------------- -------------- --------------- ----------------
26/2015 01/03/2015 01/02/2015 28/02/2015 di Rupo Didier 48,00 **Registered**
25/2015 01/03/2015 01/02/2015 28/02/2015 Radermacher Guido 100,00 **Registered**
24/2015 01/03/2015 01/02/2015 28/02/2015 Emonts-Gast Erna 64,00 **Registered**
23/2015 01/03/2015 01/02/2015 28/02/2015 Jacobs Jacqueline 48,00 **Registered**
22/2015 01/03/2015 01/02/2015 28/02/2015 Evers Eberhart 48,00 **Registered**
21/2015 01/02/2015 01/01/2015 31/01/2015 Dupont Jean 114,00 **Registered**
20/2015 01/02/2015 01/01/2015 31/01/2015 Radermacher Jean 48,00 **Registered**
19/2015 01/02/2015 01/01/2015 31/01/2015 Radermacher Hedi 48,00 **Registered**
18/2015 01/02/2015 01/01/2015 31/01/2015 Emonts-Gast Erna 50,00 **Registered**
17/2015 01/02/2015 01/01/2015 31/01/2015 Meier Marie-Louise 48,00 **Registered**
16/2015 01/02/2015 01/01/2015 31/01/2015 Laschet Laura 48,00 **Registered**
15/2015 01/02/2015 01/01/2015 31/01/2015 Kaivers Karl 50,00 **Registered**
14/2015 01/02/2015 01/01/2015 31/01/2015 Engels Edgar 50,00 **Registered**
13/2015 01/02/2015 01/01/2015 31/01/2015 Dobbelstein-Demeulenaere Dorothée 96,00 **Registered**
12/2015 01/02/2015 01/01/2015 31/01/2015 Charlier Ulrike 164,00 **Registered**
11/2015 01/01/2015 01/12/2014 31/12/2014 Dupont Jean 98,00 **Registered**
10/2015 01/01/2015 01/12/2014 31/12/2014 di Rupo Didier 48,00 **Registered**
9/2015 01/01/2015 01/12/2014 31/12/2014 Radermacher Guido 164,00 **Registered**
8/2015 01/01/2015 01/12/2014 31/12/2014 Emonts-Gast Erna 50,00 **Registered**
7/2015 01/01/2015 01/12/2014 31/12/2014 Meier Marie-Louise 48,00 **Registered**
6/2015 01/01/2015 01/12/2014 31/12/2014 Kaivers Karl 50,00 **Registered**
5/2015 01/01/2015 01/12/2014 31/12/2014 Jonas Josef 64,00 **Registered**
4/2015 01/01/2015 01/12/2014 31/12/2014 Jacobs Jacqueline 48,00 **Registered**
3/2015 01/01/2015 01/12/2014 31/12/2014 Engels Edgar 48,00 **Registered**
2/2015 01/01/2015 01/12/2014 31/12/2014 Evers Eberhart 48,00 **Registered**
1/2015 01/01/2015 01/12/2014 31/12/2014 Charlier Ulrike 148,00 **Registered**
71/2014 01/12/2014 01/11/2014 30/11/2014 Dupont Jean 98,00 **Registered**
70/2014 01/12/2014 01/11/2014 30/11/2014 Radermacher Hedi 48,00 **Registered**
69/2014 01/12/2014 01/11/2014 30/11/2014 Radermacher Guido 50,00 **Registered**
68/2014 01/12/2014 01/11/2014 30/11/2014 Emonts-Gast Erna 114,00 **Registered**
67/2014 01/12/2014 01/11/2014 30/11/2014 Laschet Laura 48,00 **Registered**
66/2014 01/12/2014 01/11/2014 30/11/2014 Kaivers Karl 50,00 **Registered**
65/2014 01/12/2014 01/11/2014 30/11/2014 Engels Edgar 50,00 **Registered**
64/2014 01/12/2014 01/11/2014 30/11/2014 Dobbelstein-Demeulenaere Dorothée 96,00 **Registered**
63/2014 01/12/2014 01/11/2014 30/11/2014 Charlier Ulrike 100,00 **Registered**
62/2014 01/11/2014 01/10/2014 31/10/2014 Dupont Jean 64,00 **Registered**
61/2014 01/11/2014 01/10/2014 31/10/2014 Radermacher Jean 48,00 **Registered**
60/2014 01/11/2014 01/10/2014 31/10/2014 Engels Edgar 50,00 **Registered**
59/2014 01/11/2014 01/10/2014 31/10/2014 Charlier Ulrike 64,00 **Registered**
58/2014 01/10/2014 01/09/2014 30/09/2014 Dupont Jean 50,00 **Registered**
57/2014 01/10/2014 01/09/2014 30/09/2014 Radermacher Hedi 48,00 **Registered**
56/2014 01/10/2014 01/09/2014 30/09/2014 Radermacher Guido 64,00 **Registered**
55/2014 01/10/2014 01/09/2014 30/09/2014 Emonts-Gast Erna 50,00 **Registered**
54/2014 01/10/2014 01/09/2014 30/09/2014 Laschet Laura 48,00 **Registered**
53/2014 01/10/2014 01/09/2014 30/09/2014 Jonas Josef 64,00 **Registered**
52/2014 01/10/2014 01/09/2014 30/09/2014 Engels Edgar 50,00 **Registered**
51/2014 01/10/2014 01/09/2014 30/09/2014 Dobbelstein-Demeulenaere Dorothée 96,00 **Registered**
50/2014 01/09/2014 01/08/2014 31/08/2014 Dupont Jean 50,00 **Registered**
49/2014 01/09/2014 01/08/2014 31/08/2014 Emonts-Gast Erna 50,00 **Registered**
48/2014 01/08/2014 01/07/2014 31/07/2014 Dupont Jean 114,00 **Registered**
47/2014 01/08/2014 01/07/2014 31/07/2014 Emonts-Gast Erna 114,00 **Registered**
46/2014 01/08/2014 01/07/2014 31/07/2014 Engels Edgar 50,00 **Registered**
45/2014 01/08/2014 01/07/2014 31/07/2014 Charlier Ulrike 64,00 **Registered**
44/2014 01/07/2014 01/06/2014 30/06/2014 Radermacher Guido 64,00 **Registered**
43/2014 01/07/2014 01/06/2014 30/06/2014 Jonas Josef 64,00 **Registered**
42/2014 01/07/2014 01/06/2014 30/06/2014 Engels Edgar 50,00 **Registered**
41/2014 01/06/2014 01/05/2014 31/05/2014 Dupont Jean 50,00 **Registered**
40/2014 01/06/2014 01/05/2014 31/05/2014 Emonts-Gast Erna 50,00 **Registered**
39/2014 01/06/2014 01/05/2014 31/05/2014 Engels Edgar 50,00 **Registered**
38/2014 01/05/2014 01/04/2014 30/04/2014 Dupont Jean 50,00 **Registered**
37/2014 01/05/2014 01/04/2014 30/04/2014 Emonts-Gast Erna 50,00 **Registered**
36/2014 01/04/2014 01/03/2014 31/03/2014 Dupont Jean 64,00 **Registered**
35/2014 01/04/2014 01/03/2014 31/03/2014 Emonts-Gast Erna 64,00 **Registered**
34/2014 01/04/2014 01/03/2014 31/03/2014 Engels Edgar 50,00 **Registered**
33/2014 01/03/2014 01/02/2014 28/02/2014 Dupont Jean 50,00 **Registered**
32/2014 01/03/2014 01/02/2014 28/02/2014 Emonts-Gast Erna 50,00 **Registered**
31/2014 01/02/2014 01/01/2014 31/01/2014 Dupont Jean 50,00 **Registered**
30/2014 01/02/2014 01/01/2014 31/01/2014 Emonts-Gast Erna 50,00 **Registered**
29/2014 01/02/2014 01/01/2014 31/01/2014 Engels Edgar 50,00 **Registered**
28/2014 01/01/2014 31/12/2013 Jeanémart Jérôme 20,00 **Registered**
27/2014 01/01/2014 31/12/2013 Brecht Bernd 295,00 **Registered**
26/2014 01/01/2014 31/12/2013 Lahm Lisa 240,00 **Registered**
25/2014 01/01/2014 31/12/2013 Dupont Jean 442,00 **Registered**
24/2014 01/01/2014 31/12/2013 Ärgerlich Erna 80,00 **Registered**
23/2014 01/01/2014 31/12/2013 di Rupo Didier 68,00 **Registered**
22/2014 01/01/2014 31/12/2013 Radermacher Jean 96,00 **Registered**
21/2014 01/01/2014 31/12/2013 Radermacher Hedi 248,00 **Registered**
20/2014 01/01/2014 31/12/2013 Radermacher Guido 214,00 **Registered**
19/2014 01/01/2014 31/12/2013 Radermacher Edgard 48,00 **Registered**
18/2014 01/01/2014 31/12/2013 Radermacher Christian 395,00 **Registered**
17/2014 01/01/2014 31/12/2013 Emonts-Gast Erna 486,00 **Registered**
16/2014 01/01/2014 31/12/2013 Meier Marie-Louise 324,00 **Registered**
15/2014 01/01/2014 31/12/2013 Leffin Josefine 20,00 **Registered**
14/2014 01/01/2014 31/12/2013 Laschet Laura 296,00 **Registered**
13/2014 01/01/2014 31/12/2013 Kaivers Karl 180,00 **Registered**
12/2014 01/01/2014 31/12/2013 Jonas Josef 64,00 **Registered**
11/2014 01/01/2014 31/12/2013 Jacobs Jacqueline 678,00 **Registered**
10/2014 01/01/2014 31/12/2013 Hilgers Hildegard 80,00 **Registered**
9/2014 01/01/2014 31/12/2013 Engels Edgar 426,00 **Registered**
8/2014 01/01/2014 31/12/2013 Emonts Daniel 240,00 **Registered**
7/2014 01/01/2014 31/12/2013 Evers Eberhart 48,00 **Registered**
6/2014 01/01/2014 31/12/2013 Dobbelstein-Demeulenaere Dorothée 116,00 **Registered**
5/2014 01/01/2014 31/12/2013 Demeulenaere Dorothée 60,00 **Registered**
4/2014 01/01/2014 31/12/2013 Dericum Daniel 80,00 **Registered**
3/2014 01/01/2014 31/12/2013 Charlier Ulrike 356,00 **Registered**
2/2014 01/01/2014 31/12/2013 Bastiaensen Laurent 20,00 **Registered**
1/2014 01/01/2014 31/12/2013 Altenberg Hans 295,00 **Registered**
**Total (97 rows)** **10 401,00**
===================== ============ =================== ============ =================================== ============== =============== ================
The lino_xl.lib.trading.DueInvoices table shows a list of invoices that
aren’t (completeley) paid. Example see cosi1 : A Lino Così for Belgium (DE).
Printing invoices¶
We take a sales invoice, clear the cache, ask Lino to print it and check whether we get the expected response.
>>> ses = rt.login("robin")
>>> dd.translation.activate('en')
>>> obj = trading.VatProductInvoice.objects.all()[0]
>>> obj.clear_cache()
>>> d = ses.run(obj.do_print)
...
appy.pod render .../trading/config/trading/VatProductInvoice/Default.odt -> .../media/cache/appypdf/SLS-2014-1.pdf
>>> d['success']
True
>>> print(d['message'])
Your printable document (<a href="/media/cache/appypdf/SLS-2014-1.pdf">SLS-2014-1.pdf</a>) should now open in a new browser window. If it doesn't, please ask your system administrator.
Trading rules¶
>>> rt.show(trading.TradingRules)
==== =================================== ============ =================== ======================================= ============
ID Partner Trade type Invoicing address Payment term Paper type
---- ----------------------------------- ------------ ------------------- --------------------------------------- ------------
1 Arens Annette Sales Payment end of month
2 Faymonville Luc Sales Engels Edgar Payment end of month
3 Radermacher Alfons Sales Emonts-Gast Erna Payment 90 days after invoice date
4 Martelaer Mark Sales Dupont Jean Payment in advance
5 Bestbank Sales Payment in advance
6 Rumma & Ko OÜ Sales Payment seven days after invoice date
7 Bäckerei Ausdemwald Sales Payment ten days after invoice date
8 Bäckerei Mießen Sales Payment 30 days after invoice date
9 Bäckerei Schmitz Sales Payment 60 days after invoice date
10 Garage Mergelsberg Sales Payment 90 days after invoice date
11 Donderweer BV Sales Payment end of month
12 Van Achter NV Sales Prepayment 30%
13 Hans Flott & Co Sales Payment in advance
14 Bernd Brechts Bücherladen Sales Payment seven days after invoice date
15 Reinhards Baumschule Sales Payment ten days after invoice date
16 Moulin Rouge Sales Payment 30 days after invoice date
17 Auto École Verte Sales Payment 60 days after invoice date
18 Arens Andreas Sales Payment 90 days after invoice date
19 Altenberg Hans Sales Prepayment 30%
20 Ausdemwald Alfons Sales Payment in advance
21 Bastiaensen Laurent Sales Payment seven days after invoice date
22 Collard Charlotte Sales Payment ten days after invoice date
23 Charlier Ulrike Sales Payment 30 days after invoice date
24 Chantraine Marc Sales Payment 60 days after invoice date
25 Dericum Daniel Sales Payment 90 days after invoice date
26 Demeulenaere Dorothée Sales Payment end of month
27 Dobbelstein-Demeulenaere Dorothée Sales Prepayment 30%
28 Dobbelstein Dorothée Sales Payment in advance
29 Ernst Berta Sales Payment seven days after invoice date
30 Evertz Bernd Sales Payment ten days after invoice date
31 Evers Eberhart Sales Payment 30 days after invoice date
32 Emonts Daniel Sales Payment 60 days after invoice date
33 Engels Edgar Sales Payment 90 days after invoice date
34 Gernegroß Germaine Sales Prepayment 30%
35 Groteclaes Gregory Sales Payment in advance
36 Hilgers Hildegard Sales Payment seven days after invoice date
37 Hilgers Henri Sales Payment ten days after invoice date
38 Ingels Irene Sales Payment 30 days after invoice date
39 Jansen Jérémy Sales Payment 60 days after invoice date
40 Jacobs Jacqueline Sales Payment 90 days after invoice date
41 Johnen Johann Sales Payment end of month
42 Jonas Josef Sales Prepayment 30%
43 Jousten Jan Sales Payment in advance
44 Kaivers Karl Sales Payment seven days after invoice date
45 Lambertz Guido Sales Payment ten days after invoice date
46 Laschet Laura Sales Payment 30 days after invoice date
47 Lazarus Line Sales Payment 60 days after invoice date
48 Leffin Josefine Sales Payment 90 days after invoice date
49 Malmendier Marc Sales Payment end of month
50 Meessen Melissa Sales Prepayment 30%
51 Mießen Michael Sales Payment in advance
52 Meier Marie-Louise Sales Payment seven days after invoice date
53 Emonts Erich Sales Payment ten days after invoice date
54 Emontspool Erwin Sales Payment 30 days after invoice date
55 Emonts-Gast Erna Sales Payment 60 days after invoice date
56 Radermacher Berta Sales Payment end of month
57 Radermacher Christian Sales Prepayment 30%
58 Radermacher Daniela Sales Payment in advance
59 Radermacher Edgard Sales Payment seven days after invoice date
60 Radermacher Fritz Sales Payment ten days after invoice date
61 Radermacher Guido Sales Payment 30 days after invoice date
62 Radermacher Hans Sales Payment 60 days after invoice date
63 Radermacher Hedi Sales Payment 90 days after invoice date
64 Radermacher Inge Sales Payment end of month
65 Radermacher Jean Sales Prepayment 30%
66 di Rupo Didier Sales Payment in advance
67 da Vinci David Sales Payment seven days after invoice date
68 van Veen Vincent Sales Payment ten days after invoice date
69 Õunapuu Õie Sales Payment 30 days after invoice date
70 Östges Otto Sales Payment 60 days after invoice date
71 Ärgerlich Erna Sales Payment 90 days after invoice date
72 Bodard Bernard Sales Payment end of month
73 Dupont Jean Sales Prepayment 30%
74 Radermecker Rik Sales Payment seven days after invoice date
75 Vandenmeulenbos Marie-Louise Sales Payment ten days after invoice date
76 Eierschal Emil Sales Payment 30 days after invoice date
77 Lahm Lisa Sales Payment 60 days after invoice date
78 Brecht Bernd Sales Payment 90 days after invoice date
79 Keller Karl Sales Payment end of month
80 Dubois Robin Sales Prepayment 30%
81 Denon Denis Sales Payment in advance
82 Jeanémart Jérôme Sales Payment seven days after invoice date
==== =================================== ============ =================== ======================================= ============