Two invoice-PDF changes from #794.
1. VAT / free-text note (Benedikt's request, placement A). A new
`crm_invoices_vat_note_text` setting (Settings → CRM → Invoices) prints a
free-text line directly under the MwSt. row on every invoice. Data-driven:
the admin types the exact wording (Austrian Kleinunternehmer § 6 Abs. 1 Z 27
UStG, German § 19, reverse-charge, …) — no jurisdiction hardcoded. The
totals-block reserve grows by the measured note height so a long note can't
push the grand total into the footer. Read in invoice/render.js, threaded
through normaliseContext, drawn in drawTotals. Empty → row omitted; quotes
unaffected.
2. Multi-page footer overlap. On a full continuation page the line-item table
filled to the bottom margin, but the "Seite X von Y" stamp was drawn at
marginBottom-12 — INSIDE that fill zone — so items overlapped the page
number. Move the stamp into the bottom margin (below the content edge),
zeroing that page's bottom margin during the write so it can't trigger
PDFKit's auto-page-break. Verified: on a full page the lowest item text is
at pdfkitY ~790 while the page number sits at ~816 — ~26pt clearance.
Tests: render the note on a single page (byte-delta proves it renders) and
paginate a long invoice with the note (2–3 pages, no stray blank page).
Per-line totals are each rounded to the cent before the net is summed, so
a long time-based invoice can drift a few Rappen from qty × rate — e.g.
68 h × 32.25 = 2193.00, but the 21 rounded line totals sum to 2193.02. This
is the standard "sum of rounded lines" convention (Stripe/QuickBooks/Xero
do the same) and it foots, but some issuers want the total to match the
customer's arithmetic.
New per-issuer setting `crm_invoice_round_total` (default OFF, no migration —
read via getAppSetting with a false default). When on, the create paths store
the full-precision net rounded ONCE (cleanNetMinor), and the drift is shown to
the reader as an explicit "Rundung" row:
Betrag Netto 2'193.02 (= Σ visible line totals, still foots)
Rundung -0.02
Gesamtbetrag 2'193.00
- New util src/utils/invoiceRounding.js (cleanNetMinor) mirrors the
migration-119 hierarchy (priced sub-items override their parent) but sums
at full precision; rate-agnostic, so mixed hourly rates reconcile to one
clean net. Single document-level VAT rate ⇒ one Rundung row.
- computeTotals (quotes) + createInvoice + payload-preview gain the toggle.
- Render contexts derive the row as storedNet − Σ(line totals); legacy/off
documents have equal values ⇒ adjustment 0 ⇒ byte-identical output.
Suppressed on Storno/Mahnung (negated net + sign-flipped lines).
- Storno/tax-report stay correct: both use the stored net scalar, which is
the clean value (createStorno negates net_amount_minor; it never re-sums).
- pdf-i18n: totals_rounding in all 6 locales (de/en/fr confident; nl/pt/ru
machine-translated — flag for native review).
- Frontend: toggle on Settings → CRM (Invoices), default off.
Tests: backend/__tests__/utils/invoiceRounding.test.js (real 68h invoice,
mixed rates, discounts, sub-item hierarchy, no-op case).
Before drawing the line-items table, the renderer inflated page 1's bottom
margin to reserve room for the bottom-pinned totals block, but the `finally`
restored it on whichever page the table *ended* on — leaving page 1
permanently short on any multi-page document. On long invoices and quotes
this caused:
- the table to break far too early (only ~6 items on page 1, large blank
gap beneath)
- the page-number stamp to land below page 1's phantom bottom margin,
auto-paginating a stray blank trailing page and desyncing the
"Seite X von Y" labels (page 1 unnumbered, the blank page labelled
"Seite 1 von N")
Let the table paginate with the document's normal margins so each page fills
to the bottom; the existing desiredTotalsY check already advances to a fresh
page when the last item row would collide with the pinned totals block.
Also suppress the IBAN block under the totals when a Swiss QR-bill slip is
appended: the slip already prints the account/IBAN in human-readable form,
so it was pure duplication. The EPC QR path keeps the block (its QR lives on
a trailing page, so on-page bank details still help).
Corrected dunning model (Mara): a Mahnung is a reminder LETTER showing the new
total (original + Mahngebühr), NOT a separate invoice and NOT a mutation of the
issued invoice.
- The invoice PDF no longer shows the fee (buildInvoiceRenderContext reports
lateFeeAmountMinor 0) and is NEVER re-rendered by a reminder — it stays
immutable (§14/§11).
- applyReminder now: tracks the fee as dunning state on the row (gross
late_fee_amount_minor + new late_fee_vat_minor for the VAT portion, migration
144), renders a separate MAHNUNG PDF (pdfService 'mahnung' kind — reuses the
invoice layout: same lines + Mahngebühr row + new total, 'Mahnung' title, no
QR), stored under storage/business-docs/mahnung/, and attaches BOTH the
unchanged original invoice + the Mahnung to the reminder email.
- Fee resolvers split into net + VAT-rate (toggle + org-rate gated); a gross
wrapper feeds the payment-check preview. en + de PDF title.
Outstanding/collections still read late_fee_amount_minor (now dunning state).
P3 (tax-report/Banana booking of the Mahngebühr VAT) stays Treuhänder-gated.
Syntax + 17/17 workflow/invoice tests green.
NOTE: the Mahnung PDF render path isn't unit-tested (PDF rendering is flaky in
the test env) — eyeball on the dev box: fire a level-2 reminder, confirm the
Mahnung PDF shows the new total and the original invoice PDF is unchanged.
- Remove the orphaned "Default VAT rate %" from Business profile; the rates
are the Accounting VAT codes. The invoice/quote VAT picker (VatRateSelect)
is now code-only — options are exactly the Accounting output codes, no
free-text custom rate. Off-list legacy values on existing invoices are
preserved as a read-only "(not configured)" option so issued documents
aren't silently changed.
- Move VAT label + default hourly rate to the Accounting tab (new
AccountingProfileFields card; storage stays on business_profile, own save).
Wire vat_label onto the PDF VAT-line label via the issuer block (covers
invoices + quotes), falling back to the locale default when blank.
- Default currency stays on Business profile but becomes a normalizing
dropdown (an old free-text "chf" auto-selects "CHF"; unknown values
preserved). Add a moved-note callout. Strip the moved fields from the
Business-profile save so it can't clobber an Accounting-tab edit.
Luca