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simple Computer-Aided Automation (CAA) project : Automated Invoice Generator

Here's a simple Computer-Aided Automation (CAA) project idea that you can implement using Python and readily available libraries.

 


Project: Automated Invoice Generator

Objective:
Automate the creation of invoices based on user inputs or data from a spreadsheet. The system will generate a professional invoice as a PDF.


Features

  1. Input Data:
    • Read invoice details (e.g., client name, items, prices) from user input or an Excel file.
  2. Auto-Calculation:
    • Calculate totals, taxes, and discounts automatically.
  3. PDF Generation:
    • Create a professional invoice in PDF format.
  4. Customizable Template:
    • Allow users to add a logo, business name, and other details.

Tools and Libraries

  • Python:
    • fpdf
      for PDF generation.
    • pandas
      for handling tabular data (optional).
    • tkinter
      for a simple GUI (optional).

Implementation Steps

Step 1: Gather Invoice Data

  • Collect data manually or from a spreadsheet:
    • Client Name
    • Date
    • List of items (Description, Quantity, Price)
    • Tax and Discount details

Example Excel format:

Item Quantity Unit Price
Product A 2 100
Product B 3 150

Step 2: Calculate Total

Write a Python function to compute subtotals, tax, and final total.


Step 3: Generate the PDF

Use the FPDF library to create the invoice.

from fpdf import FPDF

class InvoicePDF(FPDF):
 def header(self):
 self.set_font('Arial', 'B', 12)
 self.cell(0, 10, 'Invoice', 0, 1, 'C')

 def footer(self):
 self.set_y(-15)
 self.set_font('Arial', 'I', 8)
 self.cell(0, 10, f'Page {self.page_no()}', 0, 0, 'C')

def generate_invoice(data, filename="invoice.pdf"):
 pdf = InvoicePDF()
 pdf.add_page()

 # Company details
 pdf.set_font('Arial', 'B', 12)
 pdf.cell(0, 10, 'Your Company Name', ln=True)
 pdf.set_font('Arial', '', 10)
 pdf.cell(0, 10, 'Address Line 1', ln=True)
 pdf.cell(0, 10, 'Address Line 2', ln=True)
 pdf.cell(0, 10, 'Contact: 123-456-7890', ln=True)
 pdf.ln(10)

 # Client details
 pdf.set_font('Arial', '', 10)
 pdf.cell(0, 10, f'Invoice for: {data["client_name"]}', ln=True)
 pdf.cell(0, 10, f'Date: {data["date"]}', ln=True)
 pdf.ln(10)

 # Table header
 pdf.set_font('Arial', 'B', 10)
 pdf.cell(80, 10, 'Item', 1)
 pdf.cell(30, 10, 'Quantity', 1)
 pdf.cell(40, 10, 'Unit Price', 1)
 pdf.cell(40, 10, 'Total', 1, ln=True)

 # Table rows
 pdf.set_font('Arial', '', 10)
 total = 0
 for item in data["items"]:
 pdf.cell(80, 10, item["description"], 1)
 pdf.cell(30, 10, str(item["quantity"]), 1)
 pdf.cell(40, 10, f'{item["price"]:.2f}', 1)
 item_total = item["quantity"] * item["price"]
 pdf.cell(40, 10, f'{item_total:.2f}', 1, ln=True)
 total += item_total

 # Total
 pdf.ln(10)
 pdf.set_font('Arial', 'B', 10)
 pdf.cell(0, 10, f'Total: {total:.2f}', ln=True)

 # Save PDF
 pdf.output(filename)
 print(f"Invoice saved as {filename}")

# Sample data
data = {
 "client_name": "John Doe",
 "date": "2024-11-26",
 "items": [
 {"description": "Product A", "quantity": 2, "price": 100},
 {"description": "Product B", "quantity": 3, "price": 150},
 ],
}

generate_invoice(data)

Step 4: Add a GUI (Optional)

Use Tkinter to build a basic GUI for input.


Extensions

  1. Email the Invoice:
    • Use Python's
      smtplib
      to send the generated PDF via email.
  2. Database Integration:
    • Save invoices to a database for future reference using SQLite.
  3. Customizable Template:
    • Allow users to upload a logo or change colors/fonts.
  4. Advanced UI:
    • Build a web-based interface using Flask or Django.

 

caa December 03 2024 5 reads 0 comments Print

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