DQA-09 — Document templates — invoice, delivery note, picking list, receipt
A4 PDF layouts with HOCO branding and the legal mentions (NIF, NIS, RC, AI, VAT), French now and Arabic-ready, delivered as HTML/CSS-friendly specs.
| Field | Details |
|---|---|
| Task code | DQA-09 |
| Phase | P1 — V1 build & integration |
| Product scope | V1 |
| Status | Planned |
| Start | Thu 19 Nov 2026 |
| Due | Sun 22 Nov 2026 |
| Responsible | Akram — UI/UX designer |
| Co-responsible | — |
| Effort | 1 person-day(s) planned · 2 from scratch · size S |
| Area · app | Assets · design |
| Depends on | DES-22 |
| Unblocks | SRV-18 |
| Milestones | — |
Summary
A4 PDF layouts with HOCO branding and the legal mentions (NIF, NIS, RC, AI, VAT), French now and Arabic-ready, delivered as HTML/CSS-friendly specs.
Description
Akram designs the A4 business documents that the server generates as PDFs: invoice (FAC-2026-000123), delivery note (BL-2026-000123), picking list, payment receipt (PAY-2026-000077) and credit note, which is V1 since 17 Oct (FIN-08). Each carries HOCO branding, the legal mentions (NIF, NIS, RC, AI, VAT rate) and HT / TVA / TTC totals (PRC-04). They are French now, with an Arabic variant mirrored and ready. Inputs: cahier §4.7 (invoices, receipts, credit notes and payment history), FIN-01, FIN-08, ORD-12, DLV-01, the legal mentions HOCO sent with the Day-1 asset request, and the money and date formats of the design system. Scope: layouts and an HTML/CSS-friendly spec (A4 margins, fonts, table columns, page breaks), not the generation code. Consumers: Anis's SRV-18 (billing, which depends on this task) and SRV-17 (picking list and delivery note); reseller and back-office screens link to these PDFs (RA-22, RA-30, BO-39, BO-44).
Note
Subtasks
| # | Subtask | Owner |
|---|---|---|
| 1 | Collect HOCO's legal block: company name, address, NIF, NIS, RC, AI, bank / CCP details, phone, logo; confirm the mentions required on each document | Akram |
| 2 | Invoice: header (logo, HOCO legal block, invoice number and date, order number), customer block (store, REV- number, address, customer's NIF / RC when known), lines (reference, designation, quantity, unit price HT, VAT rate, total HT), totals HT / TVA / TTC, payment method and due date, InvoiceStatus watermark for Annulée | Akram |
| 3 | Delivery note: order and BL numbers, delivery address, carrier and tracking number, lines with quantities (prices shown or hidden per HOCO's decision), recipient name and signature box, page x / y | Akram |
| 4 | Picking list: order number, warehouse, lines sorted for picking (reference, barcode, designation, quantity, checkbox), preparer and checker boxes, notes | Akram |
| 5 | Payment receipt (PAY-): amount, method, reference, date, allocation to invoices, remaining balance. Credit note: link to the return (RET-) or after-sales ticket (TKT-), lines, amount shown as −1 250,00 DA | Akram |
| 6 | Typography and formats: Inter / IBM Plex Sans Arabic, 1 250,00 DA, dates 22/05/2026, tabular figures, A4 margins, repeated table header and totals only on the last page | Akram |
| 7 | Arabic-ready variant: mirrored layout of the invoice with RTL table order; numbers, codes and business numbers kept LTR in bidi isolates | Akram |
| 8 | Validate the legal and accounting content (amount in words « Arrêtée la présente facture à la somme de … » as an assumption to confirm, stamp area) with HOCO's accountant | Anis |
| 9 | Feasibility of the HTML/CSS spec with the PDF renderer chosen for SRV-18 (fonts embedded, page breaks, Arabic shaping) | Anis |
Deliverables
- Claude Design › Archive › Documents: invoice, delivery note, picking list, payment receipt and credit note at A4 (FR), plus the Arabic mirrored invoice
- HTML/CSS-friendly spec (margins, grid, fonts, column widths, page-break rules) shared with Anis for SRV-18
- Sample PDFs filled with realistic data (multi-page invoice of 40 lines)
Acceptance criteria
- Every document shows the HOCO legal mentions (NIF, NIS, RC, AI) and the VAT breakdown HT / TVA / TTC
- Business numbers follow the canonical formats (
FAC-2026-000123,BL-…,PAY-…,RET-…) and amounts use1 250,00 DA - A 40-line invoice paginates with repeated table headers and totals on the last page only
- The Arabic variant mirrors the layout without mirroring numbers or codes
- HOCO (or its accountant) validates the legal content
Requirements covered
| Requirement | Title | Release |
|---|---|---|
| FIN-01 | Invoices generated from orders with legal mentions and PDF; statuses unpaid, partially paid, paid, overdue, cancelled | V1 |
| ORD-12 | Order documents: invoice and delivery note PDFs | V1 |
| DLV-01 | Preparation workflow (picking list) up to 'ready' | V1 |
Test measures
- Print test on A4 in black and white: legible, nothing cut off in the margins
- Arithmetic check of the sample invoice and credit note
- Anis renders one template with the chosen PDF engine and compares it with the Claude Design layout
Risks
- Legal mentions arrive late or change — keep them in one header block driven by settings, so a change does not touch the layouts.
- Arabic shaping fails in the PDF engine — test one Arabic line early with Anis; V1 ships French documents either way.
KPI
- Delivered by Sun 22 Nov 2026 within 1 person-day(s).
- Every acceptance criterion above demonstrated before hand-off; linked requirements' acceptance criteria pass.
- Zero open critical defects, permission gaps or data-integrity regressions at sign-off.
Generated from content/plan/tasks.json by scripts/generate-team-tasks.mjs. Dates are computed by the scheduler (Sunday–Thursday weeks, holidays excluded) — change the plan, not this page.
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