Merge pull request #796 from Luca-Timo/feat/invoice-vat-note

feat(invoices): configurable VAT note under MwSt. line + fix multi-page page-number overlap (#794)

backend/__tests__/services/pdfService.baseDocument.test.js

@@ -234,3 +234,66 @@ describe('renderInvoiceToBuffer — Storno branch', () => {
     expect(stornoBuf.length).toBeLessThan(invoiceBuf.length);
   });
 });
+
+// VAT free-text note (#794) + multi-page page-number placement. Same
+// constraint as the Storno tests: PDFKit Flate-compresses content streams,
+// so we can't grep the note text — but the page-TREE objects are NOT
+// compressed, so `/Type /Page` (not `/Pages`) is countable to assert
+// pagination, and a byte-size delta proves the note actually rendered.
+describe('renderInvoiceToBuffer — VAT note + multi-page footer (#794)', () => {
+  function baseCtx(overrides = {}) {
+    return {
+      locale: 'de', currency: 'CHF',
+      issuer: { companyName: 'AcmeCo' },
+      recipient: {
+        companyName: 'KundenCo', addressLine1: 'Strasse 1',
+        city: 'Bern', postalCode: '3000',
+      },
+      lineItems: [{
+        quantity: 1, description: 'Photo session',
+        unitPriceMinor: 30000, lineTotalMinor: 30000,
+        parentLineItemId: null, parentPosition: null,
+      }],
+      totals: {
+        netAmountMinor: 30000, vatRate: 0, vatAmountMinor: 0,
+        shippingAmountMinor: 0, totalAmountMinor: 30000,
+      },
+      doc: { invoiceNumber: 'R-2026-0042', issueDate: '2026-04-12' },
+      qrFormat: 'none',
+      paymentTerm: { netDays: 30 },
+      ...overrides,
+    };
+  }
+  const pageCount = (buf) => (buf.toString('latin1').match(/\/Type\s*\/Page(?![s])/g) || []).length;
+  const VAT_NOTE = 'Gemäß § 6 Abs. 1 Z 27 UStG 1994 wird keine Umsatzsteuer berechnet (Kleinunternehmer).';
+
+  it('renders the VAT note on a single-page invoice (adds content, valid PDF)', async () => {
+    const withNote = await pdfService.renderInvoiceToBuffer(baseCtx({ vatNote: VAT_NOTE }));
+    const without = await pdfService.renderInvoiceToBuffer(baseCtx());
+    expect(withNote.slice(0, 4).toString('ascii')).toBe('%PDF');
+    expect(pageCount(withNote)).toBe(1);
+    expect(withNote.length).toBeGreaterThan(without.length);
+  });
+
+  it('paginates a long invoice (with the note) across multiple pages without a stray blank page', async () => {
+    const manyItems = Array.from({ length: 60 }, (_, i) => ({
+      quantity: 1, description: `Position ${i + 1} — fotografische Leistung`,
+      unitPriceMinor: 3225, lineTotalMinor: 3225,
+      parentLineItemId: null, parentPosition: null,
+    }));
+    const buf = await pdfService.renderInvoiceToBuffer(baseCtx({
+      lineItems: manyItems,
+      totals: {
+        netAmountMinor: 193500, vatRate: 0, vatAmountMinor: 0,
+        shippingAmountMinor: 0, totalAmountMinor: 193500,
+      },
+      vatNote: VAT_NOTE,
+    }));
+    expect(buf.slice(0, 4).toString('ascii')).toBe('%PDF');
+    const pages = pageCount(buf);
+    expect(pages).toBeGreaterThanOrEqual(2);
+    // 60 short rows fit in 2–3 pages; a stray blank page (the old margin
+    // bug) or a runaway loop would blow past this.
+    expect(pages).toBeLessThanOrEqual(3);
+  });
+});

backend/src/services/invoice/render.js

@@ -174,6 +174,14 @@ async function buildInvoiceRenderContext(invoice, lineItems) {
     ? 0
     : ensureInt(invoice.net_amount_minor) - displayedNetMinor;
 
+  // Optional free-text VAT / legal note printed directly under the MwSt. line
+  // on the invoice PDF (#794). Configured globally in Settings → CRM → Invoices.
+  // Data-driven: the admin types the exact wording (e.g. the Austrian
+  // Kleinunternehmer statement, § 6 Abs. 1 Z 27 UStG 1994), so no jurisdiction
+  // is hardcoded. Empty/whitespace → null (row omitted).
+  const vatNoteRaw = await getAppSetting('crm_invoices_vat_note_text');
+  const vatNote = typeof vatNoteRaw === 'string' && vatNoteRaw.trim() ? vatNoteRaw.trim() : null;
+
   return {
     locale: invoice.language || profile?.default_locale || 'de',
     currency: invoice.currency,
@@ -189,6 +197,8 @@ async function buildInvoiceRenderContext(invoice, lineItems) {
       iban: bank.iban, bic: bank.bic, currency: bank.currency,
     } : null,
     paymentTerm,
+    // Free-text VAT/legal note (#794) — rendered under the MwSt. line by drawTotals.
+    vatNote,
     lineItems: lineItems.map((li) => ({
       quantity: li.quantity,
       description: li.description,

backend/src/services/pdfService.js

@@ -851,6 +851,18 @@ function drawTotals(doc, ctx, x, y, width) {
   doc.text(formatMinor(totals.vatAmountMinor, currency, intlLocale), valueX, y, { width: valueCol, align: 'right' });
   y = doc.y + 4;
 
+  // Free-text VAT / legal note (#794) — printed directly under the MwSt. line
+  // (Benedikt's requested spot). The admin sets the exact wording in
+  // Settings → CRM → Invoices (e.g. the Austrian Kleinunternehmer statement).
+  // Optional; wraps across the totals column. Font size is restored to the row
+  // scale so the Mahngebühr / Rundung / grand-total rows below are unaffected.
+  if (ctx.vatNote) {
+    doc.font(doc._fonts ? doc._fonts.body : FONT_BODY).fontSize(8).fillColor('#555');
+    doc.text(ctx.vatNote, labelX, y, { width: right - labelX });
+    doc.fillColor('#000').fontSize(10);
+    y = doc.y + 4;
+  }
+
   // Mahngebühr row — only rendered when a late fee has been added
   // (second reminder onwards). Sits between VAT and the grand-total
   // divider so the customer sees a clear "VAT + late fee → Total"
@@ -1670,7 +1682,16 @@ function renderDocument(type, context) {
       //                          VAT + middle divider + Total)
       const FOOTER_RESERVE = 30;
       const PAYMENT_BLOCK_HEIGHT = ctx.paymentTerm ? 80 : 50;
-      const TOTALS_BLOCK_HEIGHT  = 90;
+      let TOTALS_BLOCK_HEIGHT  = 90;
+      // A free-text VAT note (#794) adds a wrapped row under the MwSt. line —
+      // grow the reserved totals height by its measured height so a long note
+      // can't push the grand total / payment block into the footer.
+      if (ctx.vatNote) {
+        doc.font(doc._fonts ? doc._fonts.body : FONT_BODY).fontSize(8);
+        const noteWidth = PAGE.contentWidth - ((PAGE.contentWidth - 20) / 2 + 20);
+        TOTALS_BLOCK_HEIGHT += doc.heightOfString(ctx.vatNote, { width: noteWidth }) + 4;
+        doc.fontSize(10);
+      }
       const desiredPaymentY = PAGE.height - PAGE.marginBottom - FOOTER_RESERVE - PAYMENT_BLOCK_HEIGHT;
       const desiredTotalsY  = desiredPaymentY - 12 - TOTALS_BLOCK_HEIGHT;
 
@@ -1746,14 +1767,23 @@ function renderDocument(type, context) {
         // grey line in the bottom corner) is negligible.
         for (let i = 0; i < total; i++) {
           doc.switchToPage(range.start + i);
+          // Drop this page's bottom margin to 0 so writing the label INTO the
+          // margin band (below the content area the line-item table fills) can't
+          // trigger PDFKit's auto-page-break. Previously the label sat at
+          // marginBottom-12 — INSIDE the content area — so on a full multi-page
+          // invoice the table's last row overlapped the "Seite X von Y" stamp
+          // (#794). The page is already fully laid out (buffered), so zeroing the
+          // margin here is safe.
+          doc.page.margins.bottom = 0;
           doc.font(doc._fonts ? doc._fonts.body : FONT_BODY).fontSize(8).fillColor('#888');
           const label = t(ctx.locale, 'page_of', {
             current: i + 1,
             total,
           });
-          // Bottom-right corner, just above the bottom margin so
+          // Bottom-right corner, INSIDE the bottom margin (below the content
-          // it doesn't trigger PDFKit's auto-paging.
+          // edge the table fills), so a full continuation page's last row can't
-          const labelY = doc.page.height - PAGE.marginBottom - 12;
+          // overlap it.
+          const labelY = doc.page.height - PAGE.marginBottom + 8;
           const labelW = 120;
           const labelX = doc.page.width - PAGE.marginRight - labelW;
           doc.text(label, labelX, labelY, {
@@ -1793,6 +1823,8 @@ function normaliseContext(type, ctx) {
     totals: ctx.totals || {},
     doc: ctx.doc || {},
     qrFormat: ctx.qrFormat || 'none',
+    // Free-text VAT/legal note printed under the MwSt. line on invoices (#794).
+    vatNote: (typeof ctx.vatNote === 'string' && ctx.vatNote.trim()) ? ctx.vatNote.trim() : null,
     // Date-format config from the `general_date_format` app setting.
     // Shape: `{ format: 'DD.MM.YYYY' | 'DD/MM/YYYY' | 'MM/DD/YYYY' |
     // 'YYYY-MM-DD', locale?: string }`. The service layer hydrates

frontend/src/i18n/locales/de.json

@@ -5233,6 +5233,11 @@
     "crm_invoices_late_fee_label": {
       "label": "Bezeichnung Mahngebühr"
     },
+    "crm_invoices_vat_note_text": {
+      "label": "MwSt.- / Freitext-Hinweis auf Rechnungen",
+      "placeholder": "z. B. Gemäß § 6 Abs. 1 Z 27 UStG 1994 wird keine Umsatzsteuer berechnet (Kleinunternehmer).",
+      "help": "Wird direkt unter der MwSt.-Zeile auf jeder Rechnungs-PDF gedruckt. Leer lassen zum Ausblenden. Bitte den genauen Wortlaut mit deinem Steuerberater abstimmen."
+    },
     "crm_invoices_skonto_percent_default": {
       "label": "Standard-Skonto %"
     },

frontend/src/i18n/locales/en.json

@@ -5231,6 +5231,11 @@
     "crm_invoices_late_fee_label": {
       "label": "Late fee label"
     },
+    "crm_invoices_vat_note_text": {
+      "label": "VAT / free-text note on invoices",
+      "placeholder": "e.g. Gemäß § 6 Abs. 1 Z 27 UStG 1994 wird keine Umsatzsteuer berechnet (Kleinunternehmer).",
+      "help": "Printed directly under the MwSt. line on every invoice PDF. Leave empty to hide. Please confirm the exact wording with your tax advisor."
+    },
     "crm_invoices_skonto_percent_default": {
       "label": "Skonto rate (default %)"
     },

frontend/src/pages/admin/settings/CrmSettingsPage.tsx

@@ -29,6 +29,8 @@ const SETTING_KEYS = [
   'crm_quotes_tos_url',
   'crm_invoices_qr_enabled',
   'crm_invoice_round_total',
+  // Free-text VAT/legal note printed under the MwSt. line on invoice PDFs (#794).
+  'crm_invoices_vat_note_text',
   'crm_invoices_reminders_enabled',
   'crm_invoices_reminder_first_days',
   'crm_invoices_reminder_second_days',
@@ -249,6 +251,25 @@ export const CrmSettingsPage: React.FC = () => {
         {checkbox('crm_invoices_qr_enabled', 'Render payment QR on invoice PDFs')}
         {checkbox('crm_invoice_round_total', 'Reconcile sub-cent rounding to a clean total (adds a "Rundung" row when per-line rounding drifts from qty × rate)')}
 
+        {/* Free-text VAT / legal note (#794) — printed directly under the MwSt.
+            line on every invoice PDF. Data-driven: the admin types the exact
+            wording (Austrian Kleinunternehmer, German §19, reverse-charge, …). */}
+        <div className="mt-3">
+          <label className="block text-sm font-medium text-neutral-700 dark:text-neutral-300 mb-1">
+            {t('crmSettings.crm_invoices_vat_note_text.label', 'VAT / free-text note on invoices')}
+          </label>
+          <textarea
+            value={values.crm_invoices_vat_note_text ?? ''}
+            onChange={(e) => setVal('crm_invoices_vat_note_text', e.target.value)}
+            rows={2}
+            placeholder={t('crmSettings.crm_invoices_vat_note_text.placeholder', 'e.g. Gemäß § 6 Abs. 1 Z 27 UStG 1994 wird keine Umsatzsteuer berechnet (Kleinunternehmer).') as string}
+            className="w-full px-3 py-2 rounded-lg border border-neutral-300 dark:border-neutral-600 bg-white dark:bg-neutral-900 text-neutral-900 dark:text-neutral-100"
+          />
+          <p className="mt-1 text-xs text-neutral-500 dark:text-neutral-400">
+            {t('crmSettings.crm_invoices_vat_note_text.help', 'Printed directly under the MwSt. line on every invoice PDF. Leave empty to hide. Please confirm the exact wording with your tax advisor.')}
+          </p>
+        </div>
+
         {/* Reminder TIMING: owned by the Invoice dunning workflow when the
             engine is live (callout); otherwise the legacy schedule controls. The
             late-fee math below is configured here in both cases — it's the fee