debian-factur-x/README.rst

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Factur-X Python library
=======================
Factur-X is the e-invoicing standard for France and Germany. The Factur-X specifications are available on the `FNFE-MPE website <http://fnfe-mpe.org/factur-x/>`_ in English and French. The Factur-X standard is also called ZUGFeRD 2.0 in Germany.
The main feature of this Python library is to generate Factur-X invoices from a regular PDF invoice and a Factur-X compliant XML file.
This lib provides additionnal features such as:
* extract the Factur-X XML file from a Factur-X PDF invoice,
* check a Factur-X XML file against the official XML Schema Definition.
Some of the features provided by this lib also work for ZUGFeRD 1.0 (the ancestor of the Factur-X standard).
Installation
============
This library works both on python 2.7 and python 3.
To install it for python 3, run:
.. code::
sudo pip3 install --upgrade factur-x
To install it for python 2.7, run:
.. code::
sudo pip install --upgrade factur-x
Usage
=====
.. code::
from facturx import generate_facturx_from_file
facturx_pdf_invoice = generate_facturx_from_file(regular_pdf_invoice, facturx_xml_file)
To have more examples, look at the source code of the command line tools located in the *bin* subdirectory.
Command line tools
==================
Several command line tools are provided with this lib:
* **facturx-pdfgen**: generate a Factur-X PDF invoice from a regular PDF invoice and an XML file
* **facturx-pdfextractxml**: extract the Factur-X XML file from a Factur-X PDF invoice
* **facturx-xmlcheck**: check a Factur-X XML file against the official Factur-X XML Schema Definition
All these commande line tools have a **-h** option that explains how to use them and shows all the available options.
Webservice
==========
This project also provides a webservice to generate a Factur-X invoice from a regular PDF invoice, the *factur-x.xml* file and additional attachments (if any). This webservice runs on Python3 and uses `Flask <https://www.palletsprojects.com/p/flask/>`_. To run the webservice, run **facturx-webservice** available in the *bin* subdirectory of the project. To query the webservice, you must send an **HTTP POST** request in **multipart/form-data** using the following keys:
* **pdf** -> PDF invoice (required)
* **xml** -> factur-x.xml file (any profile, required)
* **attachment1** -> First attachment (optional)
* **attachment2** -> Second attachment (optional)
* ...
It is recommended to run the webservice behind an HTTPS/HTTP proxy such as `Nginx <https://www.nginx.com/>`_ or `Apache <https://httpd.apache.org/>`_. You will certainly have to increase the default maximum upload size (default value is only 1MB under Nginx!): use the parameter **client_max_body_size** for Nginx and **LimitRequestBody** for Apache.
You can use `curl <https://curl.haxx.se/>`_, a command line tool to send HTTP requests (on Linux Ubuntu/Debian, just install the **curl** package) to generate the request:
.. code::
curl -X POST -F 'pdf=@/home/me/invoice.pdf' -F 'xml=@/home/me/factur-x.xml' -F 'attachment1=@/home/me/purchase_order.pdf' -o /home/me/facturx_invoice.pdf https://ws.fnfe-mpe.org/generate_facturx
A public instance of this webservice is available on a server of `FNFE-MPE <http://fnfe-mpe.org/>`_ at the URL **https://ws.fnfe-mpe.org/generate_facturx**.
Licence
=======
This library is published under the BSD licence (same licence as `PyPDF4 <https://github.com/claird/PyPDF4/>`_ on which this lib depends).
Contributors
============
* Alexis de Lattre <alexis.delattre@akretion.com>
Changelog
=========
* Version 1.8 dated 2020-01-16
* New tool facturx-webservice which implements a REST webservice using Flask to generate a Factur-X PDF invoice via a simple POST request.
* New argument 'attachments' for generate_facturx_from_file() which replaces argument additional_attachments:
* Possibility to set a filename for the attachment different from filename of the filepath
* Possibility to set creation dates for attachments
* Update script facturx-pdfgen to use the new attachments argument
* Version 1.7 dated 2020-01-13
* Fix bug in release 1.6 in XMP: variables were not replaced by their real value
* Version 1.6 dated 2020-01-09
* Generate XMP (XML-based PDF metadata) via string replacement instead of using XML lib
* Version 1.5 dated 2019-11-13
* Fix bug in generate_facturx_from_file() when using argument additional_attachments
* Version 1.4 dated 2019-07-24
* Update Factur-X XSD to the final version of Factur-X v1.0.04
* Support XML extraction with ZUGFeRD invoices using 'zugferd-invoice.xml' filename (instead of the filename 'ZUGFeRD-invoice.xml' specified by the standard)
* Version 1.3 dated 2019-06-12
* Add XSD files for Extended profile in the Python package
* Version 1.2 dated 2019-06-12
* add support for the Extended profile
* validate XML for Minimum and Basic WL profiles with the XSD of profile EN 16931, as asked by Cyrille Sautereau
* minor improvements in the code for /Kids
* Version 1.1 dated 2019-04-22
* Improve support for embedded files extraction by adding support for /Kids
* Version 1.0 dated 2019-01-26
* Use PyPDF4 instead of PyPDF2, because there are no new releases of PyPDF2 since May 2016 (cf https://github.com/mstamy2/PyPDF2/wiki/State-of-PyPDF2-and-Future-Plans), and we need a recent version of PyPDF2 to be able to generate fully compliant PDF/A-3 files.
* Version 0.9 dated 2019-01-25
* Port to python 3 contributed by JoshuaJan (https://github.com/joshuajan)
* Fix path to ZUGFeRD 1.0 XSD
* Version 0.8 dated 2018-06-10
* Make pretty_print work for XMP file, for better readability of that file
* Version 0.7 dated 2018-05-24
* Fix XMP structure under /x:xmpmeta/rdf:RDF/rdf:Description (use XML tags instead of XML attributes)
* declare PDF-1.6 instead of PDF-1.3 (still declared by default by pyPDF2)
* Version 0.6 dated 2018-05-01
* Now fully PDF/A-3 compliant with additionnal attachments (tested with veraPDF)
* facturx-pdfgen: don't overwrite by default and add --overwrite option
* Add factur-x library version number in metadata creator entry
* Version 0.5 dated 2018-03-29
* Fix XMP metadata structure
* Now fully PDF/A-3 compliant when the input PDF file is PDF/A compliant (tested with veraPDF). This implied copying /OutputIntents and /ID datas from source PDF to Factur-X PDF.
* Fix support for additionnal attachments: they can now all be saved with Acrobat Reader
* Improve XML extraction from PDF Factur-x file
* Version 0.4 dated 2018-03-27
* Factur-x specs say /AFRelationship must be /Data (and not /Alternative)
* Update Factur-X XSD to v1.0 final
* Add support for additionnal attachments
* Add factur-x lib version in Creator metadata table
* Add /PageMode = /UseAttachments, so that the attachments are displayed by default when opening Factur-X PDF invoice with Acrobat Reader
* Improve and enrich PDF objects (ModDate, CheckSum, Size)