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-;;; org-invoice.el --- Help manage client invoices in OrgMode
-;;
-;; Copyright (C) 2008 pmade inc. (Peter Jones pjones@pmade.com)
-;;
-;; Permission is hereby granted, free of charge, to any person obtaining
-;; a copy of this software and associated documentation files (the
-;; "Software"), to deal in the Software without restriction, including
-;; without limitation the rights to use, copy, modify, merge, publish,
-;; distribute, sublicense, and/or sell copies of the Software, and to
-;; permit persons to whom the Software is furnished to do so, subject to
-;; the following conditions:
-;;
-;; The above copyright notice and this permission notice shall be
-;; included in all copies or substantial portions of the Software.
-;;
-;; THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
-;; EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
-;; MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
-;; NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
-;; LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION
-;; OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION
-;; WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
-;;
-;; Commentary:
-;;
-;; Building on top of the terrific OrgMode, org-invoice tries to
-;; provide functionality for managing invoices. Currently, it does
-;; this by implementing an OrgMode dynamic block where invoice
-;; information is aggregated so that it can be exported.
-;;
-;; It also provides a library of functions that can be used to collect
-;; this invoice information and use it in other ways, such as
-;; submitting it to on-line invoicing tools.
-;;
-;; I'm already working on an elisp package to submit this invoice data
-;; to the FreshBooks on-line accounting tool.
-;;
-;; Usage:
-;;
-;; In your ~/.emacs:
-;; (autoload 'org-invoice-report "org-invoice")
-;; (autoload 'org-dblock-write:invoice "org-invoice")
-;;
-;; See the documentation in the following functions:
-;;
-;; `org-invoice-report'
-;; `org-dblock-write:invoice'
-;;
-;; Latest version:
-;;
-;; git clone git://pmade.com/elisp
-(eval-when-compile
- (require 'cl)
- (require 'org))
-
-(defgroup org-invoice nil
- "OrgMode Invoice Helper"
- :tag "Org-Invoice" :group 'org)
-
-(defcustom org-invoice-long-date-format "%A, %B %d, %Y"
- "The format string for long dates."
- :type 'string :group 'org-invoice)
-
-(defcustom org-invoice-strip-ts t
- "Remove org timestamps that appear in headings."
- :type 'boolean :group 'org-invoice)
-
-(defcustom org-invoice-default-level 2
- "The heading level at which a new invoice starts. This value
-is used if you don't specify a scope option to the invoice block,
-and when other invoice helpers are trying to find the heading
-that starts an invoice.
-
-The default is 2, assuming that you structure your invoices so
-that they fall under a single heading like below:
-
-* Invoices
-** This is invoice number 1...
-** This is invoice number 2...
-
-If you don't structure your invoices using those conventions,
-change this setting to the number that corresponds to the heading
-at which an invoice begins."
- :type 'integer :group 'org-invoice)
-
-(defcustom org-invoice-start-hook nil
- "Hook called when org-invoice is about to collect data from an
-invoice heading. When this hook is called, point will be on the
-heading where the invoice begins.
-
-When called, `org-invoice-current-invoice' will be set to the
-alist that represents the info for this invoice."
- :type 'hook :group 'org-invoice)
-
- (defcustom org-invoice-heading-hook nil
- "Hook called when org-invoice is collecting data from a
-heading. You can use this hook to add additional information to
-the alist that represents the heading.
-
-When this hook is called, point will be on the current heading
-being processed, and `org-invoice-current-item' will contain the
-alist for the current heading.
-
-This hook is called repeatedly for each invoice item processed."
- :type 'hook :group 'org-invoice)
-
-(defvar org-invoice-current-invoice nil
- "Information about the current invoice.")
-
-(defvar org-invoice-current-item nil
- "Information about the current invoice item.")
-
-(defvar org-invoice-table-params nil
- "The table parameters currently being used.")
-
-(defvar org-invoice-total-time nil
- "The total invoice time for the summary line.")
-
-(defvar org-invoice-total-price nil
- "The total invoice price for the summary line.")
-
-(defconst org-invoice-version "1.0.0"
- "The org-invoice version number.")
-
-(defun org-invoice-goto-tree (&optional tree)
- "Move point to the heading that represents the head of the
-current invoice. The heading level will be taken from
-`org-invoice-default-level' unless tree is set to a string that
-looks like tree2, where the level is 2."
- (let ((level org-invoice-default-level))
- (save-match-data
- (when (and tree (string-match "^tree\\([0-9]+\\)$" tree))
- (setq level (string-to-number (match-string 1 tree)))))
- (org-back-to-heading)
- (while (and (> (org-reduced-level (org-outline-level)) level)
- (org-up-heading-safe)))))
-
-(defun org-invoice-heading-info ()
- "Return invoice information from the current heading."
- (let ((title (org-no-properties (org-get-heading t)))
- (date (org-entry-get nil "TIMESTAMP" 'selective))
- (work (org-entry-get nil "WORK" nil))
- (rate (or (org-entry-get nil "RATE" t) "0"))
- (level (org-outline-level))
- raw-date long-date)
- (unless date (setq date (org-entry-get nil "TIMESTAMP_IA" 'selective)))
- (unless date (setq date (org-entry-get nil "TIMESTAMP" t)))
- (unless date (setq date (org-entry-get nil "TIMESTAMP_IA" t)))
- (unless work (setq work (org-entry-get nil "CLOCKSUM" nil)))
- (unless work (setq work "00:00"))
- (when date
- (setq raw-date (apply 'encode-time (org-parse-time-string date)))
- (setq long-date (format-time-string org-invoice-long-date-format raw-date)))
- (when (and org-invoice-strip-ts (string-match org-ts-regexp-both title))
- (setq title (replace-match "" nil nil title)))
- (when (string-match "^[ \t]+" title)
- (setq title (replace-match "" nil nil title)))
- (when (string-match "[ \t]+$" title)
- (setq title (replace-match "" nil nil title)))
- (setq work (org-hh:mm-string-to-minutes work))
- (setq rate (string-to-number rate))
- (setq org-invoice-current-item (list (cons 'title title)
- (cons 'date date)
- (cons 'raw-date raw-date)
- (cons 'long-date long-date)
- (cons 'work work)
- (cons 'rate rate)
- (cons 'level level)
- (cons 'price (* rate (/ work 60.0)))))
- (run-hook-with-args 'org-invoice-heading-hook)
- org-invoice-current-item))
-
-(defun org-invoice-level-min-max (ls)
- "Return a list where the car is the min level, and the cdr the max."
- (let ((max 0) min level)
- (dolist (info ls)
- (when (cdr (assoc 'date info))
- (setq level (cdr (assoc 'level info)))
- (when (or (not min) (< level min)) (setq min level))
- (when (> level max) (setq max level))))
- (cons (or min 0) max)))
-
-(defun org-invoice-collapse-list (ls)
- "Reorganize the given list by dates."
- (let ((min-max (org-invoice-level-min-max ls)) new)
- (dolist (info ls)
- (let* ((date (cdr (assoc 'date info)))
- (work (cdr (assoc 'work info)))
- (price (cdr (assoc 'price info)))
- (long-date (cdr (assoc 'long-date info)))
- (level (cdr (assoc 'level info)))
- (bucket (cdr (assoc date new))))
- (if (and (/= (car min-max) (cdr min-max))
- (= (car min-max) level)
- (= work 0) (not bucket) date)
- (progn
- (setq info (assq-delete-all 'work info))
- (push (cons 'total-work 0) info)
- (push (cons date (list info)) new)
- (setq bucket (cdr (assoc date new))))
- (when (and date (not bucket))
- (setq bucket (list (list (cons 'date date)
- (cons 'title long-date)
- (cons 'total-work 0)
- (cons 'price 0))))
- (push (cons date bucket) new)
- (setq bucket (cdr (assoc date new))))
- (when (and date bucket)
- (setcdr (assoc 'total-work (car bucket))
- (+ work (cdr (assoc 'total-work (car bucket)))))
- (setcdr (assoc 'price (car bucket))
- (+ price (cdr (assoc 'price (car bucket)))))
- (nconc bucket (list info))))))
- (nreverse new)))
-
-(defun org-invoice-info-to-table (info)
- "Create a single org table row from the given info alist."
- (let ((title (cdr (assoc 'title info)))
- (total (cdr (assoc 'total-work info)))
- (work (cdr (assoc 'work info)))
- (price (cdr (assoc 'price info)))
- (with-price (plist-get org-invoice-table-params :price)))
- (unless total
- (setq
- org-invoice-total-time (+ org-invoice-total-time work)
- org-invoice-total-price (+ org-invoice-total-price price)))
- (setq total (and total (org-minutes-to-hh:mm-string total)))
- (setq work (and work (org-minutes-to-hh:mm-string work)))
- (insert-before-markers
- (concat "|" title
- (cond
- (total (concat "|" total))
- (work (concat "|" work)))
- (and with-price price (concat "|" (format "%.2f" price)))
- "|" "\n"))))
-
-(defun org-invoice-list-to-table (ls)
- "Convert a list of heading info to an org table"
- (let ((with-price (plist-get org-invoice-table-params :price))
- (with-summary (plist-get org-invoice-table-params :summary))
- (with-header (plist-get org-invoice-table-params :headers))
- (org-invoice-total-time 0)
- (org-invoice-total-price 0))
- (insert-before-markers
- (concat "| Task / Date | Time" (and with-price "| Price") "|\n"))
- (dolist (info ls)
- (insert-before-markers "|-\n")
- (mapc 'org-invoice-info-to-table (if with-header (cdr info) (cdr (cdr info)))))
- (when with-summary
- (insert-before-markers
- (concat "|-\n|Total:|"
- (org-minutes-to-hh:mm-string org-invoice-total-time)
- (and with-price (concat "|" (format "%.2f" org-invoice-total-price)))
- "|\n")))))
-
-(defun org-invoice-collect-invoice-data ()
- "Collect all the invoice data from the current OrgMode tree and
-return it. Before you call this function, move point to the
-heading that begins the invoice data, usually using the
-`org-invoice-goto-tree' function."
- (let ((org-invoice-current-invoice
- (list (cons 'point (point)) (cons 'buffer (current-buffer))))
- (org-invoice-current-item nil))
- (save-restriction
- (org-narrow-to-subtree)
- (org-clock-sum)
- (run-hook-with-args 'org-invoice-start-hook)
- (cons org-invoice-current-invoice
- (org-invoice-collapse-list
- (org-map-entries 'org-invoice-heading-info t 'tree 'archive))))))
-
-(defun org-dblock-write:invoice (params)
- "Function called by OrgMode to write the invoice dblock. To
-create an invoice dblock you can use the `org-invoice-report'
-function.
-
-The following parameters can be given to the invoice block (for
-information about dblock parameters, please see the Org manual):
-
-:scope Allows you to override the `org-invoice-default-level'
- variable. The only supported values right now are ones
- that look like :tree1, :tree2, etc.
-
-:prices Set to nil to turn off the price column.
-
-:headers Set to nil to turn off the group headers.
-
-:summary Set to nil to turn off the final summary line."
- (let ((scope (plist-get params :scope))
- (org-invoice-table-params params)
- (zone (move-marker (make-marker) (point)))
- table)
- (unless scope (setq scope 'default))
- (unless (plist-member params :price) (plist-put params :price t))
- (unless (plist-member params :summary) (plist-put params :summary t))
- (unless (plist-member params :headers) (plist-put params :headers t))
- (save-excursion
- (cond
- ((eq scope 'tree) (org-invoice-goto-tree "tree1"))
- ((eq scope 'default) (org-invoice-goto-tree))
- ((symbolp scope) (org-invoice-goto-tree (symbol-name scope))))
- (setq table (org-invoice-collect-invoice-data))
- (goto-char zone)
- (org-invoice-list-to-table (cdr table))
- (goto-char zone)
- (org-table-align)
- (move-marker zone nil))))
-
-(defun org-invoice-in-report-p ()
- "Check to see if point is inside an invoice report."
- (let ((pos (point)) start)
- (save-excursion
- (end-of-line 1)
- (and (re-search-backward "^#\\+BEGIN:[ \t]+invoice" nil t)
- (setq start (match-beginning 0))
- (re-search-forward "^#\\+END:.*" nil t)
- (>= (match-end 0) pos)
- start))))
-
-(defun org-invoice-report (&optional jump)
- "Create or update an invoice dblock report. If point is inside
-an existing invoice report, the report is updated. If point
-isn't inside an invoice report, a new report is created.
-
-When called with a prefix argument, move to the first invoice
-report after point and update it.
-
-For information about various settings for the invoice report,
-see the `org-dblock-write:invoice' function documentation.
-
-An invoice report is created by reading a heading tree and
-collecting information from various properties. It is assumed
-that all invoices start at a second level heading, but this can
-be configured using the `org-invoice-default-level' variable.
-
-Here is an example, where all invoices fall under the first-level
-heading Invoices:
-
-* Invoices
-** Client Foo (Jan 01 - Jan 15)
-*** [2008-01-01 Tue] Built New Server for Production
-*** [2008-01-02 Wed] Meeting with Team to Design New System
-** Client Bar (Jan 01 - Jan 15)
-*** [2008-01-01 Tue] Searched for Widgets on Google
-*** [2008-01-02 Wed] Billed You for Taking a Nap
-
-In this layout, invoices begin at level two, and invoice
-items (tasks) are at level three. You'll notice that each level
-three heading starts with an inactive timestamp. The timestamp
-can actually go anywhere you want, either in the heading, or in
-the text under the heading. But you must have a timestamp
-somewhere so that the invoice report can group your items by
-date.
-
-Properties are used to collect various bits of information for
-the invoice. All properties can be set on the invoice item
-headings, or anywhere in the tree. The invoice report will scan
-up the tree looking for each of the properties.
-
-Properties used:
-
-CLOCKSUM: You can use the Org clock-in and clock-out commands to
- create a CLOCKSUM property. Also see WORK.
-
-WORK: An alternative to the CLOCKSUM property. This property
- should contain the amount of work that went into this
- invoice item formatted as HH:MM (e.g. 01:30).
-
-RATE: Used to calculate the total price for an invoice item.
- Should be the price per hour that you charge (e.g. 45.00).
- It might make more sense to place this property higher in
- the hierarchy than on the invoice item headings.
-
-Using this information, a report is generated that details the
-items grouped by days. For each day you will be able to see the
-total number of hours worked, the total price, and the items
-worked on.
-
-You can place the invoice report anywhere in the tree you want.
-I place mine under a third-level heading like so:
-
-* Invoices
-** An Invoice Header
-*** [2008-11-25 Tue] An Invoice Item
-*** Invoice Report
-#+BEGIN: invoice
-#+END:"
- (interactive "P")
- (let ((report (org-invoice-in-report-p)))
- (when (and (not report) jump)
- (when (re-search-forward "^#\\+BEGIN:[ \t]+invoice" nil t)
- (org-show-entry)
- (beginning-of-line)
- (setq report (point))))
- (if report (goto-char report)
- (org-create-dblock (list :name "invoice")))
- (org-update-dblock)))
-
-(provide 'org-invoice)