Invoice Generator 2025

A minimalist Flask application for generating invoices and estimates with automatic tax calculations.

Features

• Clean, minimalist responsive interface
• Client and service management
• Invoice and Estimate generation
• Custom document date selection
• Multi-currency support (USD, EUR, GBP)
• Automatic tax calculations (VAT 21% and IRPF 15%)
• Configurable invoice numbering (previous month or current month)
• Recent documents list with view and delete options
• Dashboard with interactive charts for invoice data

Installation

1. Clone the repository:

   git clone <repository-url> # Replace <repository-url> with your actual repo URL
   cd invoice_generator

2. Set up the Conda environment: The environment.yml file specifies all dependencies.

   # Create the conda environment from the YAML file
   conda env create -f environment.yml
   
   # Activate the newly created environment
   conda activate invoice_generator

   Note: If you prefer using Mamba (a faster Conda alternative), you can use mamba env create -f environment.yml.

3. Initialize the database: The first time you run the application, or if the database file (invoices.db) is missing, it will be automatically created with a basic schema and sample data.

4. Run the application:

   ./run.sh

   The application will be accessible at http://localhost:8888 by default.

Running the Application

The run.sh script starts the Flask development server.

# Default usage (starts on port 8888)
./run.sh

# Specify a custom port
./run.sh 9000

# Start without automatically opening the browser
./run.sh --no-browser

# Display help for the run script
./run.sh --help

Ensure the invoice_generator Conda environment is active before running the script.

Configuration

Edit config.json in the root directory to customize:

• Issuer Details: Your company/freelancer name, tax ID, address, contact information.
• Bank Information: IBAN and bank name for including in invoices.
• Currency Settings: Default currency symbol.
• Invoice Numbering: invoice_number_use_previous_month (true/false).
• Tax Rates: Default VAT and IRPF percentages (though these can often be toggled per invoice).

Client and Service Management

Manage your clients and services through the dedicated sections in the web interface:

Clients

• Add, edit, and delete clients.
• Store client details: name, tax ID, address, country, email.
• Assign a default currency (EUR, USD, GBP) to each client.

Services

• Add, edit, and delete services.
• Define service descriptions, unit prices, and unit types (e.g., hour, day, project).

Document Numbering

Invoices

• Default format: YYMM-XXX-N
  • YYMM: Year and month (configurable to be the previous month or current month via config.json).
  • XXX: Client initials (derived from client name).
  • N: A sequential number for that client and month/year.

Estimates (Presupuestos)

• (This section will be updated once estimate numbering is finalized)

Dashboard

The dashboard provides an overview of your invoicing activity with charts for:

• Monthly invoice counts.
• Monthly revenue.
• Invoice distribution by client.
• (More charts can be added as new features are developed).

Testing

Run the test suite:

./run_tests.sh

Code Optimization Methodology

This project has been systematically optimized using a comprehensive 5-Phase Code Audit Methodology. For detailed information about this methodology and how to replicate it in other projects, see CODE_AUDIT_METHODOLOGY.md.

Optimization Results Summary

Through systematic application of the 5-phase audit methodology:

• 408+ lines of code eliminated/optimized
• 7 redundant files removed
• 15 duplicate functions eliminated
• 10 JavaScript functions consolidated
• 8 CSS variables introduced for consistency
• 6 professional UI components added
• 100% test coverage maintained throughout

The methodology includes:

1. Structural Analysis - Dead code elimination
2. Architectural Optimization - Pattern consolidation
3. Microscopic Optimization - Fine-tuning
4. Backend-Frontend Integration - Full-stack optimization
5. UI/UX Functionality Audit - Interface optimization

License

This project is for personal use.