document_types-invoice 0.1.0

checksums.yaml

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data/LICENSE.txt

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+The MIT License (MIT)
+
+Copyright (c) 2025 plugandwork
+
+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.

data/README.md

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+# DocumentTypes::Invoice
+
+A gem that adds invoice document type support to plugandwork application.
+
+## Installation
+
+Add this line to your application's Gemfile:
+
+```ruby
+gem 'document_types-invoice'
+```
+
+And then execute:
+
+```bash
+$ bundle install
+```
+
+## Prerequisites
+
+This gem requires the following infrastructure in your application:
+
+1. A `DocumentTypes::Registry` class for document type registration
+2. A `DocumentTypable` concern included in your `Doc` model
+3. Mongoid as the database ORM
+
+## Features
+
+- Invoice document type with specific fields (invoice number, dates, amounts, etc.)
+- Automatic detection of invoices from PDF and XML files
+- Support for structured invoice formats (Factur-X, UBL, CII)
+- Invoice-specific search functionality
+- Business logic methods for invoice processing
+
+## Usage
+
+### Search for invoices
+
+```ruby
+# Search invoices by amount
+invoices = DocumentTypes::InvoiceService.search(min_amount: 1000, max_amount: 5000)
+
+# Get unpaid invoices
+unpaid = DocumentTypes::InvoiceService.unpaid_invoices
+
+# Get overdue invoices
+overdue = DocumentTypes::InvoiceService.overdue_invoices
+```
+
+### Convert a document to an invoice
+
+```ruby
+# Detect if a document is an invoice
+if DocumentTypes::InvoiceRecord.detect(my_doc)
+  # Process as an invoice
+  invoice = my_doc.as_invoice
+  puts "Invoice: #{invoice.invoice_number}, Amount: #{invoice.total_amount} #{invoice.currency}"
+end
+```
+
+### Get invoice statistics
+
+```ruby
+# Get statistics for the current month
+stats = DocumentTypes::InvoiceService.stats_for_current_month
+
+puts "Total: #{stats[:total]}"
+puts "Average: #{stats[:average]}"
+puts "Count: #{stats[:count]}"
+```
+
+## Development
+
+After checking out the repo, run `bin/setup` to install dependencies. Then, run `rake spec` to run the tests.
+
+## Contributing
+
+Bug reports and pull requests are welcome on GitHub.
+
+## License
+
+The gem is available as open source under the terms of the MIT License.

data/Rakefile

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+require "bundler/gem_tasks"
+require "rspec/core/rake_task"
+
+RSpec::Core::RakeTask.new(:spec)
+
+task default: :spec

data/app/models/document_types/invoice_record.rb

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+module DocumentTypes
+  class InvoiceRecord
+    include Mongoid::Document
+    include Mongoid::Timestamps
+
+    # Indexation of fields for search
+    index({ invoice_number: 1 })
+    index({ issue_date: 1 })
+    index({ total_amount: 1 })
+    index({ seller_name: 1 })
+    index({ buyer_name: 1 })
+    index({ payment_status: 1 })
+    index({ payment_due_date: 1 })
+    index({ doc_id: 1 })
+
+    # Invoice-specific fields
+    field :invoice_number, type: String
+    field :issue_date, type: Date
+    field :document_type, type: String # Invoice type: standard, credit note, proforma...
+
+    # Seller information
+    field :seller_name, type: String
+    field :seller_tax_id, type: String
+    field :seller_address, type: String
+
+    # Buyer information
+    field :buyer_name, type: String
+    field :buyer_tax_id, type: String
+    field :buyer_address, type: String
+
+    # Amounts
+    field :net_amount, type: Float
+    field :tax_amount, type: Float
+    field :total_amount, type: Float
+    field :currency, type: String, default: "EUR"
+    
+    # Electronic format
+    field :electronic_format, type: String # factur_x, ubl, cii, etc.
+    
+    # Payment status
+    field :payment_status, type: String, default: "unpaid" # unpaid, partial, paid
+    field :payment_due_date, type: Date
+    field :payment_method, type: String
+    
+    # Line items (stored as sub-document)
+    field :line_items, type: Array, default: []
+    
+    # Relation to original document
+    belongs_to :doc, class_name: "Doc", index: true
+    
+    # Validation methods
+    validates :doc, presence: true
+    validates :invoice_number, presence: true, if: -> { electronic_format.present? }
+    
+    # Callbacks
+    after_save :update_doc
+    
+    # Class methods
+    
+    # Detect if a document is an invoice
+    def self.detect(doc)
+      # Check if type is already defined
+      return true if doc.document_type == 'invoice'
+      
+      # Detection based on extension and content
+      doc.to_temp_file do |tf|
+        file_ext = doc.file_ext.to_s.downcase
+        file_path = tf.path
+        
+        case file_ext
+        when 'pdf'
+          return detect_facturx(file_path)
+        when 'xml'
+          return detect_ubl(file_path) || detect_cii(file_path)
+        end
+      end
+      
+      # Detection based on existing superfields
+      if doc.superfields.present?
+        invoice_indicators = [
+          doc.superfields['invoice_number'],
+          doc.superfields['document_number'],
+          doc.superfields['amounts_total'],
+          doc.superfields['amounts_grand_total']
+        ]
+        
+        return true if invoice_indicators.compact.any?
+      end
+      
+      # Detection based on OCR or text content (for unstructured PDFs)
+      if doc.text_parts.present?
+        invoice_keywords = %w[facture invoice rechnung factura fattura montant amount total tva vat tax client customer]
+        
+        text_content = doc.text_parts.map(&:text).join(' ').downcase
+        matched_keywords = invoice_keywords.count { |keyword| text_content.include?(keyword) }
+        
+        # If at least 3 keywords are found, consider as invoice
+        return true if matched_keywords >= 3
+      end
+      
+      false
+    end
+    
+    # Detect if a PDF is in Factur-X format
+    def self.detect_facturx(file_path)
+      begin
+        require 'pdf-reader'
+        
+        # Method 1: Check XMP metadata
+        reader = PDF::Reader.new(file_path)
+        if reader.metadata.present?
+          metadata_string = reader.metadata.to_s
+          metadata_check = metadata_string.include?('urn:factur-x:pdfa:CrossIndustryDocument:invoice:1p0#') ||
+            metadata_string.include?('factur-x') ||
+            metadata_string.include?('zugferd')
+          
+          return true if metadata_check
+        end
+        
+        # Method 2: Check embedded XML files
+        io = File.open(file_path, 'rb')
+        content = io.read
+        io.close
+
+        facturx_pattern = /\/EmbeddedFile\s+(.+?(factur-x\.xml|zugferd-invoice\.xml|metadata\.xml).+?)\s+endobj/im
+        return content.match(facturx_pattern).present?
+      rescue => e
+        Rails.logger.error "Error detecting Factur-X: #{e.message}"
+        return false
+      end
+    end
+    
+    # Detect if an XML is in UBL format
+    def self.detect_ubl(file_path)
+      begin
+        require 'nokogiri'
+        
+        xml = File.read(file_path)
+        doc = Nokogiri::XML(xml)
+        
+        # Check UBL namespaces
+        ubl_ns = %w[urn:oasis:names:specification:ubl:schema:xsd:Invoice-2 urn:oasis:names:specification:ubl:schema:xsd:CreditNote-2]
+        
+        ubl_ns.each do |ns|
+          return true if doc.xpath("//*[namespace-uri()='#{ns}']").any?
+        end
+        
+        false
+      rescue => e
+        Rails.logger.error "Error detecting UBL: #{e.message}"
+        false
+      end
+    end
+    
+    # Detect if an XML is in CII format
+    def self.detect_cii(file_path)
+      begin
+        
+        xml = File.read(file_path)
+        doc = Nokogiri::XML(xml)
+        
+        # Check CII namespaces
+        cii_ns = %w[urn:un:unece:uncefact:data:standard:CrossIndustryInvoice:100 urn:un:unece:uncefact:data:standard:CrossIndustryDocument:invoice:1p0#]
+        
+        cii_ns.each do |ns|
+          return true if doc.xpath("//*[namespace-uri()='#{ns}']").any?
+        end
+        
+        false
+      rescue => e
+        Rails.logger.error "Error detecting CII: #{e.message}"
+        false
+      end
+    end
+    
+    # Instance methods
+    
+    # Synchronize with the original document
+    def sync_with_doc
+      # Extract and convert data from the document
+      doc.to_temp_file do |tf|
+        file_path = tf.path
+        
+        # Based on detected format
+        case doc.file_ext.to_s.downcase
+        when 'pdf'
+          if self.class.detect_facturx(file_path)
+            self.electronic_format = 'factur_x'
+            extract_facturx_data(file_path)
+          else
+            # For unstructured PDFs, try to extract via OCR/text analysis
+            extract_from_text
+          end
+        when 'xml'
+          if self.class.detect_ubl(file_path)
+            self.electronic_format = 'ubl'
+            extract_ubl_data(file_path)
+          elsif self.class.detect_cii(file_path)
+            self.electronic_format = 'cii'
+            extract_cii_data(file_path)
+          end
+        else
+          # For other formats, try to extract from superfields
+          extract_from_superfields
+        end
+      end
+      
+      # Save after synchronization
+      save
+    end
+    
+    # Update the original document
+    def update_doc
+      # Update superfields in the original document
+      sf = doc.superfields || {}
+      
+      # Update key fields in superfields
+      sf['invoice_number'] = self.invoice_number
+      sf['issue_date'] = self.issue_date&.iso8601
+      sf['seller_name'] = self.seller_name
+      sf['buyer_name'] = self.buyer_name
+      sf['total_amount'] = self.total_amount
+      sf['currency'] = self.currency
+      
+      # Update the document
+      doc.superfields = sf
+      doc.save
+    end
+    
+    # Extract data from Factur-X format
+    def extract_facturx_data(file_path)
+      begin
+        # Read PDF content
+        io = File.open(file_path, 'rb')
+        content = io.read
+        io.close
+        
+        # Look for embedded XML files
+        facturx_xml = nil
+        content.scan(/\/EmbeddedFile\s+(.+?)\s+endobj/m) do |match|
+          attachment = match[0]
+          if attachment.include?('factur-x.xml') ||
+             attachment.include?('zugferd-invoice.xml') ||
+             attachment.include?('metadata.xml')
+            
+            xml_match = attachment.match(/stream\s+(.*?)\s+endstream/m)
+            if xml_match
+              facturx_xml = xml_match[1]
+              break
+            end
+          end
+        end
+        
+        return unless facturx_xml
+        
+        # Parse XML content
+        doc = Nokogiri::XML(facturx_xml)
+        
+        # Add namespaces for easier navigation
+        namespaces = {
+          'fx' => 'urn:factur-x:pdfa:CrossIndustryDocument:invoice:1p0#',
+          'ram' => 'urn:un:unece:uncefact:data:standard:ReusableAggregateBusinessInformationEntity:100',
+          'rsm' => 'urn:un:unece:uncefact:data:standard:CrossIndustryInvoice:100',
+          'udt' => 'urn:un:unece:uncefact:data:standard:UnqualifiedDataType:100'
+        }
+        
+        namespaces.each do |prefix, uri|
+          doc.root.add_namespace(prefix, uri) if doc.root
+        end
+        
+        # Extract invoice data
+        self.document_type = extract_text(doc, '//rsm:ExchangedDocument/ram:TypeCode')
+        self.invoice_number = extract_text(doc, '//rsm:ExchangedDocument/ram:ID')
+        
+        # Extract date
+        date_text = extract_text(doc, '//rsm:ExchangedDocument/ram:IssueDateTime/udt:DateTimeString')
+        if date_text.present?
+          # Handle different date formats (YYYYMMDD or ISO)
+          if date_text.match(/^\d{8}$/)
+            self.issue_date = Date.parse("#{date_text[0..3]}-#{date_text[4..5]}-#{date_text[6..7]}")
+          else
+            self.issue_date = Date.parse(date_text)
+          end
+        end
+        
+        # Extract seller info
+        self.seller_name = extract_text(doc, '//ram:SellerTradeParty/ram:Name')
+        self.seller_tax_id = extract_text(doc, '//ram:SellerTradeParty//ram:ID[../ram:TypeCode="VA"]')
+        
+        # Extract buyer info
+        self.buyer_name = extract_text(doc, '//ram:BuyerTradeParty/ram:Name')
+        self.buyer_tax_id = extract_text(doc, '//ram:BuyerTradeParty//ram:ID[../ram:TypeCode="VA"]')
+        
+        # Extract amounts
+        self.net_amount = extract_text(doc, '//ram:LineTotalAmount').to_f
+        self.tax_amount = extract_text(doc, '//ram:TaxTotalAmount').to_f
+        self.total_amount = extract_text(doc, '//ram:GrandTotalAmount').to_f
+        self.currency = extract_text(doc, '//ram:InvoiceCurrencyCode') || 'EUR'
+        
+        # Extract payment info
+        due_date_text = extract_text(doc, '//ram:SpecifiedTradePaymentTerms/ram:DueDateDateTime/udt:DateTimeString')
+        if due_date_text.present?
+          if due_date_text.match(/^\d{8}$/)
+            self.payment_due_date = Date.parse("#{due_date_text[0..3]}-#{due_date_text[4..5]}-#{due_date_text[6..7]}")
+          else
+            self.payment_due_date = Date.parse(due_date_text)
+          end
+        end
+        
+        # Extract line items if present
+        line_items = []
+        doc.xpath('//ram:IncludedSupplyChainTradeLineItem').each do |line_node|
+          item = {
+            description: extract_text(line_node, './/ram:Name'),
+            quantity: extract_text(line_node, './/ram:BilledQuantity').to_f,
+            unit_price: extract_text(line_node, './/ram:ChargeAmount').to_f,
+            line_total: extract_text(line_node, './/ram:LineTotalAmount').to_f
+          }
+          line_items << item if item[:description].present?
+        end
+        
+        self.line_items = line_items if line_items.any?
+        
+      rescue => e
+        Rails.logger.error "Error extracting Factur-X data: #{e.message}"
+      end
+    end
+    
+    # Extract data from UBL format
+    def extract_ubl_data(file_path)
+      begin
+        xml = File.read(file_path)
+        doc = Nokogiri::XML(xml)
+        
+        # Add UBL namespaces
+        namespaces = {
+          'ubl' => 'urn:oasis:names:specification:ubl:schema:xsd:Invoice-2',
+          'cac' => 'urn:oasis:names:specification:ubl:schema:xsd:CommonAggregateComponents-2',
+          'cbc' => 'urn:oasis:names:specification:ubl:schema:xsd:CommonBasicComponents-2'
+        }
+        
+        # Extract invoice data
+        self.document_type = extract_text(doc, '//cbc:InvoiceTypeCode', namespaces)
+        self.invoice_number = extract_text(doc, '//cbc:ID', namespaces)
+        
+        # Extract date
+        date_text = extract_text(doc, '//cbc:IssueDate', namespaces)
+        self.issue_date = Date.parse(date_text) if date_text.present?
+        
+        # Extract seller info
+        self.seller_name = extract_text(doc, '//cac:AccountingSupplierParty//cac:PartyName/cbc:Name', namespaces)
+        self.seller_tax_id = extract_text(doc, '//cac:AccountingSupplierParty//cac:PartyTaxScheme/cbc:CompanyID', namespaces)
+        
+        # Extract buyer info
+        self.buyer_name = extract_text(doc, '//cac:AccountingCustomerParty//cac:PartyName/cbc:Name', namespaces)
+        self.buyer_tax_id = extract_text(doc, '//cac:AccountingCustomerParty//cac:PartyTaxScheme/cbc:CompanyID', namespaces)
+        
+        # Extract amounts
+        self.net_amount = extract_text(doc, '//cac:LegalMonetaryTotal/cbc:LineExtensionAmount', namespaces).to_f
+        self.tax_amount = extract_text(doc, '//cac:TaxTotal/cbc:TaxAmount', namespaces).to_f
+        self.total_amount = extract_text(doc, '//cac:LegalMonetaryTotal/cbc:PayableAmount', namespaces).to_f
+        self.currency = extract_text(doc, '//cbc:DocumentCurrencyCode', namespaces) || 'EUR'
+        
+        # Extract payment info
+        due_date_text = extract_text(doc, '//cac:PaymentTerms/cbc:PaymentDueDate', namespaces)
+        self.payment_due_date = Date.parse(due_date_text) if due_date_text.present?
+        
+        # Extract line items
+        line_items = []
+        doc.xpath('//cac:InvoiceLine', namespaces).each do |line_node|
+          item = {
+            description: extract_text(line_node, './cac:Item/cbc:Description', namespaces),
+            quantity: extract_text(line_node, './cbc:InvoicedQuantity', namespaces).to_f,
+            unit_price: extract_text(line_node, './cac:Price/cbc:PriceAmount', namespaces).to_f,
+            line_total: extract_text(line_node, './cbc:LineExtensionAmount', namespaces).to_f
+          }
+          line_items << item if item[:description].present?
+        end
+        
+        self.line_items = line_items if line_items.any?
+        
+      rescue => e
+        Rails.logger.error "Error extracting UBL data: #{e.message}"
+      end
+    end
+    
+    # Extract data from CII format
+    def extract_cii_data(file_path)
+      begin
+        require 'nokogiri'
+        
+        xml = File.read(file_path)
+        doc = Nokogiri::XML(xml)
+        
+        # Add CII namespaces
+        namespaces = {
+          'rsm' => 'urn:un:unece:uncefact:data:standard:CrossIndustryInvoice:100',
+          'ram' => 'urn:un:unece:uncefact:data:standard:ReusableAggregateBusinessInformationEntity:100'
+        }
+        
+        # Similar extraction logic as Factur-X but with different XPaths
+        # ...
+        
+      rescue => e
+        Rails.logger.error "Error extracting CII data: #{e.message}"
+      end
+    end
+    
+    # Extract invoice data from document text using pattern matching
+    def extract_from_text
+      return unless doc.text_parts.present?
+      
+      text = doc.text_parts.map(&:text).join(' ')
+      
+      # Try to extract invoice number
+      invoice_number_patterns = [
+        /facture\s+(?:n[°o]|num[ée]ro)\s*[:.: ]*\s*([A-Z0-9\-_\/]+)/i,
+        /invoice\s+(?:no|number)\s*[:.: ]*\s*([A-Z0-9\-_\/]+)/i,
+        /num[ée]ro\s+de\s+facture\s*[:.: ]*\s*([A-Z0-9\-_\/]+)/i,
+        /rechnung\s+(?:nr|nummer)\s*[:.: ]*\s*([A-Z0-9\-_\/]+)/i
+      ]
+      
+      invoice_number_patterns.each do |pattern|
+        if (match = text.match(pattern))
+          self.invoice_number = match[1].strip
+          break
+        end
+      end
+      
+      # Try to extract date
+      date_patterns = [
+        /date\s+(?:de\s+)?facture\s*[:.: ]*\s*(\d{1,2}[\/-]\d{1,2}[\/-]\d{2,4})/i,
+        /invoice\s+date\s*[:.: ]*\s*(\d{1,2}[\/-]\d{1,2}[\/-]\d{2,4})/i,
+        /date\s*[:.: ]*\s*(\d{1,2}[\/-]\d{1,2}[\/-]\d{2,4})/i
+      ]
+      
+      date_patterns.each do |pattern|
+        if (match = text.match(pattern))
+          begin
+            self.issue_date = Date.parse(match[1])
+            break
+          rescue
+            # Continue if date parsing fails
+          end
+        end
+      end
+      
+      # Try to extract seller and buyer
+      seller_patterns = [
+        /vendeur\s*[:.: ]*\s*([^\]+)/i,
+        /seller\s*[:.: ]*\s*([^\]+)/i,
+        /fournisseur\s*[:.: ]*\s*([^\]+)/i,
+        /supplier\s*[:.: ]*\s*([^\]+)/i
+      ]
+      
+      buyer_patterns = [
+        /acheteur\s*[:.: ]*\\s*([^\]+)/i,
+        /buyer\s*[:.: ]*\\s*([^\]+)/i,
+        /client\s*[:.: ]*\\s*([^\]+)/i,
+        /customer\s*[:.: ]*\\s*([^\]+)/i
+      ]
+      
+      seller_patterns.each do |pattern|
+        if (match = text.match(pattern))
+          self.seller_name = match[1].strip
+          break
+        end
+      end
+      
+      buyer_patterns.each do |pattern|
+        if (match = text.match(pattern))
+          self.buyer_name = match[1].strip
+          break
+        end
+      end
+      
+      # Try to extract amount
+      amount_patterns = [
+        /montant\s+(?:total|ttc)\s*[:.: ]*\s*(\d+[\s,.]\d+)/i,
+        /total\s+amount\s*[:.: ]*\s*(\d+[\s,.]\d+)/i,
+        /total\s+(?:ttc|tva incluse)\s*[:.: ]*\s*(\d+[\s,.]\d+)/i,
+        /total\s+(?:ht)\s*[:.: ]*\s*(\d+[\s,.]\d+)/i
+      ]
+      
+      amount_patterns.each do |pattern|
+        if (match = text.match(pattern))
+          amount_str = match[1].strip.gsub(/\s/, '').gsub(',', '.')
+          self.total_amount = amount_str.to_f
+          break
+        end
+      end
+      
+      # Try to extract currency
+      currency_patterns = [
+        /([€$£])/,
+        /\b(EUR|USD|GBP)\b/i
+      ]
+      
+      currency_mapping = {
+        '€' => 'EUR',
+        '$' => 'USD',
+        '£' => 'GBP'
+      }
+      
+      currency_patterns.each do |pattern|
+        if (match = text.match(pattern))
+          symbol = match[1].strip
+          self.currency = currency_mapping[symbol] || symbol
+          break
+        end
+      end
+    end
+    
+    # Extract invoice data from document superfields
+    def extract_from_superfields
+      return unless doc.superfields.present?
+      
+      # Map superfields to invoice record fields
+      field_mappings = {
+        'invoice_number' => :invoice_number,
+        'document_number' => :invoice_number,
+        'issue_date' => :issue_date,
+        'seller_name' => :seller_name,
+        'buyer_name' => :buyer_name,
+        'amounts_net' => :net_amount,
+        'amounts_tax' => :tax_amount,
+        'amounts_grand_total' => :total_amount,
+        'amounts_total' => :total_amount,
+        'currency' => :currency
+      }
+      
+      field_mappings.each do |sf_key, record_field|
+        if doc.superfields[sf_key].present?
+          value = doc.superfields[sf_key]
+          
+          # Convert to appropriate type
+          case record_field
+          when :issue_date
+            self[record_field] = value.is_a?(Date) ? value : Date.parse(value)
+          when :net_amount, :tax_amount, :total_amount
+            self[record_field] = value.to_f
+          else
+            self[record_field] = value
+          end
+        end
+      end
+    end
+    
+    # Helper method to extract text from XML node
+    def extract_text(doc, xpath, namespaces = nil)
+      node = namespaces ? doc.at_xpath(xpath, namespaces) : doc.at_xpath(xpath)
+      node ? node.text.strip : nil
+    end
+    
+    # Business logic methods
+    
+    # Calculate tax rate
+    def tax_rate
+      return nil if net_amount.blank? || net_amount.zero? || tax_amount.blank?
+      (tax_amount / net_amount * 100).round(2)
+    end
+    
+    # Check if the invoice is paid
+    def paid?
+      payment_status == 'paid'
+    end
+    
+    # Check if the invoice is partially paid
+    def partially_paid?
+      payment_status == 'partial'
+    end
+    
+    # Check if the invoice has payment due
+    def payment_due?
+      !paid? && payment_due_date.present? && payment_due_date < Date.today
+    end
+    
+    # Get days until payment is due
+    def days_until_due
+      return nil unless payment_due_date
+      (payment_due_date - Date.today).to_i
+    end
+    
+    # Get seller's formatted address
+    def formatted_seller_address
+      seller_address.present? ? seller_address : "Address not available"
+    end
+    
+    # Get buyer's formatted address
+    def formatted_buyer_address
+      buyer_address.present? ? buyer_address : "Address not available"
+    end
+    
+    # Format amount with currency
+    def formatted_total_amount
+      "#{total_amount} #{currency}"
+    end
+    
+    # Get invoice type description
+    def document_type_description
+      case document_type
+      when '380'
+        'Commercial Invoice'
+      when '381'
+        'Credit Note'
+      when '383'
+        'Debit Note'
+      when '386'
+        'Prepayment Invoice'
+      when '389'
+        'Self-Billed Invoice'
+      else
+        document_type || 'Invoice'
+      end
+    end
+  end
+end
+::XML(xml)
+        
+        # Add CII namespaces
+        namespaces = {
+          'rsm' => 'urn:un:unece:uncefact:data:standard:CrossIndustryInvoice:100',
+          'ram' => 'urn:un:unece:uncefact:data:standard:ReusableAggregateBusinessInformationEntity:100'
+        }
+        
+        # Similar extraction logic as Factur-X but with different XPaths
+        # ...
+        
+      rescue => e
+        Rails.logger.error "Error extracting CII data: #{e.message}"
+      end
+    end
+    
+    # Extract invoice data from document text using pattern matching
+    def extract_from_text
+      return unless doc.text_parts.present?
+      
+      text = doc.text_parts.map(&:text).join(' ')
+      
+      # Try to extract invoice number
+      invoice_number_patterns = [
+        /facture\s+(?:n[°o]|num[ée]ro)\s*[:.: ]*\s*([A-Z0-9\-_\/]+)/i,
+        /invoice\s+(?:no|number)\s*[:.: ]*\s*([A-Z0-9\-_\/]+)/i,
+        /num[ée]ro\s+de\s+facture\s*[:.: ]*\s*([A-Z0-9\-_\/]+)/i,
+        /rechnung\s+(?:nr|nummer)\s*[:.: ]*\s*([A-Z0-9\-_\/]+)/i
+      ]
+      
+      invoice_number_patterns.each do |pattern|
+        if (match = text.match(pattern))
+          self.invoice_number = match[1].strip
+          break
+        end
+      end
+      
+      # Try to extract date
+      date_patterns = [
+        /date\s+(?:de\s+)?facture\s*[:.: ]*\s*(\d{1,2}[\/-]\d{1,2}[\/-]\d{2,4})/i,
+        /invoice\s+date\s*[:.: ]*\s*(\d{1,2}[\/-]\d{1,2}[\/-]\d{2,4})/i,
+        /date\s*[:.: ]*\s*(\d{1,2}[\/-]\d{1,2}[\/-]\d{2,4})/i
+      ]
+      
+      date_patterns.each do |pattern|
+        if (match = text.match(pattern))
+          begin
+            self.issue_date = Date.parse(match[1])
+            break
+          rescue
+            # Continue if date parsing fails
+          end
+        end
+      end
+      
+      # Try to extract seller and buyer
+      seller_patterns = [
+        /vendeur\s*[:.: ]*\s*([^\n]+)/i,
+        /seller\s*[:.: ]*\s*([^\n]+)/i,
+        /fournisseur\s*[:.: ]*\s*([^\n]+)/i,
+        /supplier\s*[:.: ]*\s*([^\n]+)/i
+      ]
+      
+      buyer_patterns = [
+        /acheteur\s*[:.: ]*\s*([^\n]+)/i,
+        /buyer\s*[:.: ]*\s*([^\n]+)/i,
+        /client\s*[:.: ]*\s*([^\n]+)/i,
+        /customer\s*[:.: ]*\s*([^\n]+)/i
+      ]
+      
+      seller_patterns.each do |pattern|
+        if (match = text.match(pattern))
+          self.seller_name = match[1].strip
+          break
+        end
+      end
+      
+      buyer_patterns.each do |pattern|
+        if (match = text.match(pattern))
+          self.buyer_name = match[1].strip
+          break
+        end
+      end
+      
+      # Try to extract amount
+      amount_patterns = [
+        /montant\s+(?:total|ttc)\s*[:.: ]*\s*(\d+[\s,.]\d+)/i,
+        /total\s+amount\s*[:.: ]*\s*(\d+[\s,.]\d+)/i,
+        /total\s+(?:ttc|tva incluse)\s*[:.: ]*\s*(\d+[\s,.]\d+)/i,
+        /total\s+(?:ht)\s*[:.: ]*\s*(\d+[\s,.]\d+)/i
+      ]
+      
+      amount_patterns.each do |pattern|
+        if (match = text.match(pattern))
+          amount_str = match[1].strip.gsub(/\s/, '').gsub(',', '.')
+          self.total_amount = amount_str.to_f
+          break
+        end
+      end
+      
+      # Try to extract currency
+      currency_patterns = [
+        /([€$£])/,
+        /\b(EUR|USD|GBP)\b/i
+      ]
+      
+      currency_mapping = {
+        '€' => 'EUR',
+        '$' => 'USD',
+        '£' => 'GBP'
+      }
+      
+      currency_patterns.each do |pattern|
+        if (match = text.match(pattern))
+          symbol = match[1].strip
+          self.currency = currency_mapping[symbol] || symbol
+          break
+        end
+      end
+    end
+    
+    # Extract invoice data from document superfields
+    def extract_from_superfields
+      return unless doc.superfields.present?
+      
+      # Map superfields to invoice record fields
+      field_mappings = {
+        'invoice_number' => :invoice_number,
+        'document_number' => :invoice_number,
+        'issue_date' => :issue_date,
+        'seller_name' => :seller_name,
+        'buyer_name' => :buyer_name,
+        'amounts_net' => :net_amount,
+        'amounts_tax' => :tax_amount,
+        'amounts_grand_total' => :total_amount,
+        'amounts_total' => :total_amount,
+        'currency' => :currency
+      }
+      
+      field_mappings.each do |sf_key, record_field|
+        if doc.superfields[sf_key].present?
+          value = doc.superfields[sf_key]
+          
+          # Convert to appropriate type
+          case record_field
+          when :issue_date
+            self[record_field] = value.is_a?(Date) ? value : Date.parse(value) rescue nil
+          when :net_amount, :tax_amount, :total_amount
+            self[record_field] = value.to_f
+          else
+            self[record_field] = value
+          end
+        end
+      end
+    end
+    
+    # Helper method to extract text from XML node
+    def extract_text(doc, xpath, namespaces = nil)
+      node = namespaces ? doc.at_xpath(xpath, namespaces) : doc.at_xpath(xpath)
+      node ? node.text.strip : nil
+    end
+    
+    # Business logic methods
+    
+    # Calculate tax rate
+    def tax_rate
+      return nil if net_amount.blank? || net_amount.zero? || tax_amount.blank?
+      (tax_amount / net_amount * 100).round(2)
+    end
+    
+    # Check if the invoice is paid
+    def paid?
+      payment_status == 'paid'
+    end
+    
+    # Check if the invoice is partially paid
+    def partially_paid?
+      payment_status == 'partial'
+    end
+    
+    # Check if the invoice has payment due
+    def payment_due?
+      !paid? && payment_due_date.present? && payment_due_date < Date.today
+    end
+    
+    # Get days until payment is due
+    def days_until_due
+      return nil unless payment_due_date
+      (payment_due_date - Date.today).to_i
+    end
+    
+    # Get seller's formatted address
+    def formatted_seller_address
+      seller_address.present? ? seller_address : "Address not available"
+    end
+    
+    # Get buyer's formatted address
+    def formatted_buyer_address
+      buyer_address.present? ? buyer_address : "Address not available"
+    end
+    
+    # Format amount with currency
+    def formatted_total_amount
+      "#{total_amount} #{currency}"
+    end
+    
+    # Get invoice type description
+    def document_type_description
+      case document_type
+      when '380'
+        'Commercial Invoice'
+      when '381'
+        'Credit Note'
+      when '383'
+        'Debit Note'
+      when '386'
+        'Prepayment Invoice'
+      when '389'
+        'Self-Billed Invoice'
+      else
+        document_type || 'Invoice'
+      end
+    end
+  end
+end

data/app/services/document_types/invoice_service.rb

@@ -0,0 +1,239 @@
+module DocumentTypes
+  class InvoiceService
+    def initialize(doc)
+      @doc = doc
+    end
+    
+    # Process document as an invoice
+    def process
+      # Make sure document is an invoice type
+      return false unless @doc.document_type == 'invoice' || DocumentTypes::InvoiceRecord.detect(@doc)
+      
+      # Create or update invoice record
+      invoice = @doc.as_invoice
+      invoice.sync_with_doc
+      
+      true
+    end
+    
+    # Search for invoices based on criteria
+    def self.search(criteria = {})
+      query = DocumentTypes::InvoiceRecord.all
+      
+      # Filter by amount
+      if criteria[:min_amount].present?
+        query = query.where(:total_amount.gte => criteria[:min_amount].to_f)
+      end
+      
+      if criteria[:max_amount].present?
+        query = query.where(:total_amount.lte => criteria[:max_amount].to_f)
+      end
+      
+      # Filter by date
+      if criteria[:start_date].present?
+        start_date = criteria[:start_date].is_a?(Date) ? criteria[:start_date] : Date.parse(criteria[:start_date].to_s)
+        query = query.where(:issue_date.gte => start_date)
+      end
+      
+      if criteria[:end_date].present?
+        end_date = criteria[:end_date].is_a?(Date) ? criteria[:end_date] : Date.parse(criteria[:end_date].to_s)
+        query = query.where(:issue_date.lte => end_date)
+      end
+      
+      # Filter by invoice number
+      if criteria[:invoice_number].present?
+        query = query.where(invoice_number: /#{Regexp.escape(criteria[:invoice_number].to_s)}/i)
+      end
+      
+      # Filter by seller name
+      if criteria[:seller_name].present?
+        query = query.where(seller_name: /#{Regexp.escape(criteria[:seller_name].to_s)}/i)
+      end
+      
+      # Filter by buyer name
+      if criteria[:buyer_name].present?
+        query = query.where(buyer_name: /#{Regexp.escape(criteria[:buyer_name].to_s)}/i)
+      end
+      
+      # Filter by net amount
+      if criteria[:net_amount].present?
+        query = query.where(net_amount: criteria[:net_amount].to_f)
+      end
+      
+      # Filter by tax amount
+      if criteria[:tax_amount].present?
+        query = query.where(tax_amount: criteria[:tax_amount].to_f)
+      end
+      
+      # Filter by currency
+      if criteria[:currency].present?
+        query = query.where(currency: criteria[:currency].to_s.upcase)
+      end
+      
+      # Filter by payment status
+      if criteria[:payment_status].present?
+        query = query.where(payment_status: criteria[:payment_status])
+      end
+      
+      # Filter by electronic format
+      if criteria[:electronic_format].present?
+        query = query.where(electronic_format: criteria[:electronic_format])
+      end
+      
+      # Return query for additional chaining
+      query
+    end
+    
+    # Generate reports based on invoices
+    def self.generate_report(criteria = {})
+      invoices = search(criteria)
+      
+      # Calculate statistics
+      total = invoices.sum(:total_amount)
+      average = invoices.avg(:total_amount)
+      count = invoices.count
+      
+      # Group by month
+      by_month = invoices.group_by { |inv| inv.issue_date&.beginning_of_month }
+                         .transform_values { |invs| invs.sum(&:total_amount) }
+      
+      # Group by seller
+      by_seller = invoices.group_by { |inv| inv.seller_name }
+                          .transform_values { |invs| invs.sum(&:total_amount) }
+      
+      # Group by buyer
+      by_buyer = invoices.group_by { |inv| inv.buyer_name }
+                         .transform_values { |invs| invs.sum(&:total_amount) }
+      
+      # Distribution by payment status
+      by_status = invoices.group_by { |inv| inv.payment_status }
+                          .transform_values { |invs| invs.count }
+      
+      # Return report data
+      {
+        total: total,
+        average: average,
+        count: count,
+        by_month: by_month,
+        by_seller: by_seller,
+        by_buyer: by_buyer,
+        by_status: by_status
+      }
+    end
+    
+    # Get unpaid invoices
+    def self.unpaid_invoices(user = nil)
+      query = search(payment_status: 'unpaid')
+      
+      # Filter by invoices accessible to user if specified
+      if user && user.respond_to?(:readable_doc_ids)
+        doc_ids = user.readable_doc_ids
+        query = query.where(:doc_id.in => doc_ids)
+      end
+      
+      query
+    end
+    
+    # Get overdue invoices
+    def self.overdue_invoices(user = nil)
+      today = Date.today
+      query = unpaid_invoices(user).where(:payment_due_date.lt => today)
+      query
+    end
+    
+    # Get upcoming invoices
+    def self.upcoming_invoices(days = 7, user = nil)
+      today = Date.today
+      deadline = today + days.days
+      query = unpaid_invoices(user).where(:payment_due_date.gte => today, :payment_due_date.lte => deadline)
+      query
+    end
+    
+    # Get total by party (seller/buyer)
+    def self.total_by_party(party_type, name, criteria = {})
+      criteria[:"#{party_type}_name"] = name
+      invoices = search(criteria)
+      
+      total = invoices.sum(:total_amount)
+      count = invoices.count
+      
+      {
+        name: name,
+        total: total,
+        count: count,
+        invoices: invoices
+      }
+    end
+    
+    # Get total by seller
+    def self.total_by_seller(seller_name, criteria = {})
+      total_by_party(:seller, seller_name, criteria)
+    end
+    
+    # Get total by buyer
+    def self.total_by_buyer(buyer_name, criteria = {})
+      total_by_party(:buyer, buyer_name, criteria)
+    end
+    
+    # Get statistics for a period
+    def self.stats_for_period(start_date, end_date, user = nil)
+      criteria = {
+        start_date: start_date,
+        end_date: end_date
+      }
+      
+      # Filter by documents accessible to user if specified
+      if user && user.respond_to?(:readable_doc_ids)
+        doc_ids = user.readable_doc_ids
+        invoices = search(criteria).where(:doc_id.in => doc_ids)
+      else
+        invoices = search(criteria)
+      end
+      
+      total = invoices.sum(:total_amount)
+      average = invoices.avg(:total_amount)
+      count = invoices.count
+      
+      # Distribution by month
+      by_month = invoices.group_by { |inv| inv.issue_date&.beginning_of_month }
+                         .transform_values { |invs| invs.sum(&:total_amount) }
+                         .sort.to_h
+      
+      {
+        start_date: start_date,
+        end_date: end_date,
+        total: total,
+        average: average,
+        count: count,
+        by_month: by_month
+      }
+    end
+    
+    # Get statistics for current month
+    def self.stats_for_current_month(user = nil)
+      today = Date.today
+      start_date = today.beginning_of_month
+      end_date = today.end_of_month
+      
+      stats_for_period(start_date, end_date, user)
+    end
+    
+    # Get statistics for current quarter
+    def self.stats_for_current_quarter(user = nil)
+      today = Date.today
+      start_date = today.beginning_of_quarter
+      end_date = today.end_of_quarter
+      
+      stats_for_period(start_date, end_date, user)
+    end
+    
+    # Get statistics for current year
+    def self.stats_for_current_year(user = nil)
+      today = Date.today
+      start_date = today.beginning_of_year
+      end_date = today.end_of_year
+      
+      stats_for_period(start_date, end_date, user)
+    end
+  end
+end

data/lib/document_types/invoice/version.rb

@@ -0,0 +1,5 @@
+module DocumentTypes
+  module Invoice
+    VERSION = "0.1.0"
+  end
+end

data/lib/document_types/invoice.rb

@@ -0,0 +1,33 @@
+require "document_types/invoice/version"
+require "rails"
+
+module DocumentTypes
+  module Invoice
+    class Engine < ::Rails::Engine
+      isolate_namespace DocumentTypes::Invoice
+      
+      initializer "document_types.invoice.register" do |app|
+        # S'assurer que les classes de base sont déjà chargées
+        if !defined?(DocumentTypes::Registry) || !defined?(DocumentTypes::Base::DocumentTypeRecord)
+          Rails.logger.error "DocumentTypes base classes not loaded. Make sure to load document_types/base and document_types/registry before this gem."
+        end
+        
+        # Load our models and services
+        require_relative "../../app/models/document_types/invoice_record"
+        require_relative "../../app/services/document_types/invoice_service"
+        
+        # Register our document type in the registry
+        DocumentTypes::InvoiceRecord.register_type if defined?(DocumentTypes::Registry)
+      end
+      
+      config.to_prepare do
+        # Make sure Doc model has the relationship with InvoiceRecord
+        if defined?(Doc) && defined?(DocumentTypable) && Doc.included_modules.include?(DocumentTypable)
+          Doc.class_eval do
+            has_one :invoice, class_name: "DocumentTypes::InvoiceRecord", dependent: :destroy
+          end
+        end
+      end
+    end
+  end
+end

metadata

@@ -0,0 +1,122 @@
+--- !ruby/object:Gem::Specification
+name: document_types-invoice
+version: !ruby/object:Gem::Version
+  version: 0.1.0
+platform: ruby
+authors:
+- Olivier
+autorequire:
+bindir: bin
+cert_chain: []
+date: 2025-04-16 00:00:00.000000000 Z
+dependencies:
+- !ruby/object:Gem::Dependency
+  name: rails
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 6.0.0
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 6.0.0
+- !ruby/object:Gem::Dependency
+  name: mongoid
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 7.0.0
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 7.0.0
+- !ruby/object:Gem::Dependency
+  name: nokogiri
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 1.10.0
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 1.10.0
+- !ruby/object:Gem::Dependency
+  name: pdf-reader
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 2.4.0
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: 2.4.0
+- !ruby/object:Gem::Dependency
+  name: rspec-rails
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+description: Modular extension providing invoice document type functionality
+email:
+- olivier.dirrenberger@sinoia.fr
+executables: []
+extensions: []
+extra_rdoc_files: []
+files:
+- LICENSE.txt
+- README.md
+- Rakefile
+- app/models/document_types/invoice_record.rb
+- app/services/document_types/invoice_service.rb
+- lib/document_types/invoice.rb
+- lib/document_types/invoice/version.rb
+homepage: https://code.plugandwork.net/plugandwork/document_types/invoice
+licenses:
+- MIT
+metadata:
+  homepage_uri: https://code.plugandwork.net/plugandwork/document_types/invoice
+  source_code_uri: https://code.plugandwork.net/plugandwork/document_types/invoice
+post_install_message:
+rdoc_options: []
+require_paths:
+- lib
+required_ruby_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: 2.6.0
+required_rubygems_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: '0'
+requirements: []
+rubygems_version: 3.3.7
+signing_key:
+specification_version: 4
+summary: Invoice document type for Rails application
+test_files: []