@leancodepl/invoice-template

invoice-template

Invoice templates created with react.

InvoiceBase

Basic template component creates a document with logo, dates, seller and buyer info, and summary.

type InvoiceBaseProps = {
    localizationOptions: LocalizationOptions;
    invoiceValues: InvoiceValues;
    invoiceItemsTable: TableDataProp;
    taxesTable?: TableDataProp;
};

type LocalizationOptions = {
    locale: string;
    currency: string;
    dateFormat: string;
    documentDateLabel: string;
    sellDateLabel: string;
    dueDateLabel: string;
    paymentMethodLabel: string;
    sellerLabel: string;
    buyerLabel: string;
    totalLabel: string;
};

type InvoiceValues = {
    logo?: ReactNode;
    invoiceTitle: ReactNode;
    documentDate: Date;
    sellDate: Date;
    dueDate: Date;
    paymentMethod: ReactNode;
    seller: ReactNode;
    buyer: ReactNode;
    total: ReactNode;
};

type TableDataProp = {
    columns: TableColumns;
    data: TableData;
};

type TableColumns = {
    title: string;
    dataIndex: string;
    alignment?: "left" | "center" | "right";
    width?: string;
}[];

type TableData = Record<string, string>[];

InvoiceBaseProps

The type of component's props.

LocalizationOptions

Info about the

• locale (eg. en_EN, learn more about locales here)
• currency, currency code (eg. EUR, list)
• date format, use the format compatible with date-fns documentation
• all the labels texts

InvoiceValues

Values of all the fields and a logo.

TableDataProp

Takes columns and data (rows). Elements of TableData array consist of key-value pairs, where key should be equal to the dataIndex of chosen column.

InvoiceBase example

<InvoiceBase
    invoiceItemsTable={invoiceItemsTable}
    invoiceValues={invoiceValues}
    localizationOptions={localizationOptions}
/>;

const localizationOptions: LocalizationOptions = {
    locale: "en-EN",
    currency: "EUR",
    dateFormat: "yyyy-MM-d",
    documentDateLabel: "Document date:",
    sellDateLabel: "Sell date:",
    dueDateLabel: "Due date:",
    paymentMethodLabel: "Payment method:",
    sellerLabel: "Seller",
    buyerLabel: "Buyer",
    totalLabel: "Total:",
};

const invoiceValues: InvoiceValues = {
    invoiceTitle: "Invoice 123/2020",
    documentDate: new Date(),
    sellDate: new Date(),
    dueDate: new Date(),
    paymentMethod: "cash",
    seller: "name",
    buyer: "name",
    total: "€14,999.00",
};

const invoiceItemsTable: TableDataProp = {
    columns: [
        {
            title: "Index",
            dataIndex: "index",
            alignment: "right",
            width: "18pt",
        },
        {
            title: "Name",
            dataIndex: "name",
            alignment: "left",
        },
    ],
    data: [
        {
            index: "1",
            name: "name 1",
        },
        {
            index: "2",
            name: "name 2",
        },
    ],
};

InvoiceTemplate

Extended version of InvoiceBase, it takes info about taxes, creates the table out of it, and calculates all the values automatically.

type InvoiceTemplateProps = {
    localizationOptions: LocalizationOptions;
    invoiceItemsTableData: InvoiceItemsTableData;
    taxesData: TaxesData;
    invoiceItemsTableLabels: InvoiceItemsTableLabels;
    taxesTableLabels: TaxesTableLabels;
    invoiceValues: InvoiceTemplateValues;
};

type InvoiceItemsTableData = {
    name: string;
    count: number;
    priceEach: number;
    taxKey: string;
}[];

type InvoiceItemsTableLabels = {
    index: string;
    name: string;
    unit: string;
    count: string;
    netValueEach: string;
    taxRate: string;
    netValue: string;
    grossValue: string;
};

type TaxesData = Record<string, number>;

type TaxesTableLabels = {
    taxRate: string;
    netValue: string;
    taxValue: string;
    grossValue: string;
    total: string;
};

type InvoiceTemplateValues = Omit<InvoiceValues, "total">;

InvoiceItemsTableData

Data for invoice items table, taxKey should be one of the keys specified in TaxesData.

TaxesData

Keeps percentage values of taxes.

InvoiceItemsTableLabels and TaxesTableLabels

Labels for both of the columns.

InvoiceTemplateValues

Same as InvoiceValues, but without a total field, since total is being calculated.

InvoiceTemplate example

<InvoiceTemplate
    invoiceItemsTableData={invoiceItemsTableData}
    invoiceItemsTableLabels={invoiceItemsTableLabels}
    invoiceValues={invoiceValues}
    localizationOptions={localizationOptions}
    taxesData={taxesData}
    taxesTableLabels={taxesLabels}
/>;

const invoiceItemsTableData: InvoiceItemsTableData = [
    {
        name: "name1",
        count: 10,
        priceEach: 150.0,
        taxKey: "tax1",
    },
    {
        name: "name2",
        count: 10,
        priceEach: 200.0,
        taxKey: "tax1",
    },
    {
        name: "name3",
        count: 5,
        priceEach: 100.0,
        taxKey: "tax2",
    },
];

const taxesData: TaxesData = {
    tax1: 23,
    tax2: 50,
};

const invoiceItemsTableLabels = {
    index: "Index",
    name: "Name",
    unit: "Unit",
    count: "Count",
    netValueEach: "Net value each",
    taxRate: "Tax reate",
    netValue: "Net value",
    grossValue: "Gross value",
};

const taxesLabels: TaxesTableLabels = {
    taxRate: "Tax rate",
    netValue: "Net value",
    taxValue: "Tax value",
    grossValue: "Gross value",
    total: "Total",
};

const localizationOptions: LocalizationOptions = {
    locale: "en-EN",
    currency: "EUR",
    dateFormat: "yyyy-MM-d",
    documentDateLabel: "Document date:",
    sellDateLabel: "Sell date:",
    dueDateLabel: "Due date:",
    paymentMethodLabel: "Payment method:",
    sellerLabel: "Seller",
    buyerLabel: "Buyer",
    totalLabel: "Total:",
};

const invoiceValues: InvoiceTemplateValues = {
    invoiceTitle: "Invoice 123/2020",
    documentDate: new Date(),
    sellDate: new Date(),
    dueDate: new Date(),
    paymentMethod: "cash",
    seller: "name",
    buyer: "name",
};

PolishInvoiceTemplate

This template only formats numbers, but does not calculate taxes, those should be calculated on your app's side. The purpose of the template is to provide basic invoice with labels in polish language.

export type PolishInvoiceTemplateProps = {
    header: PolishInvoiceHeader;
    seller: SellerBuyerData;
    buyer: SellerBuyerData;
    itemsTable: PolishInvoiceTableItem[];
    taxesTable: PolishInvoiceTax[];
    total: PolishInvoiceTotal;
};

export type PolishInvoiceHeader = {
    dateFormat: string;
    logo?: ReactNode;
    documentDate: Date;
    sellDate: Date;
    dueDate: Date;
    title: string;
    subtitle: string;
};

export type PolishInvoiceTableItem = {
    name: string;
    count: number;
    unit: string;
    netPrice: number;
    vatRate: string;
    netValue: number;
    vatValue: number;
    grossValue: number;
};

export type PolishInvoiceTax = {
    vatRate: string;
    netto: number;
    vat: number;
    brutto: number;
};

export type PolishInvoiceTotal = {
    currency: string;
    totalValue: number;
    inWords: string;
};

Working with pdf-renderer

There are two options you can choose from, depending on the effect you want to achieve.

When passing the fonts it's suggested to use Open Sans, which can be found in the Sample Project. You can pass either a string with the path or a Buffer.

Without pdf-renderer

This option should be used, if the only template that you will be using is the PolishInvoiceTemplate.

At first register a PolishInvoiceModule, and and pass arguments for the renderer.

PolishInvoiceModule.register({
    rendererConfig: {
        isGlobal: true,
        regularFont: path.join(fontsPath, "open-sans-v17-latin-ext-regular.woff"),
        boldFont: path.join(fontsPath, "open-sans-v17-latin-ext-600.woff"),
    },
}),

Then you will be able to inject PolishInvoiceService into your own service and render a component by passing its props to renderInvoice method.

@Injectable()
export class PolishInvoiceTemplateService {
    constructor(private readonly polishInvoiceService: PolishInvoiceService) {}

    getRender() {
        return this.polishInvoiceService.renderInvoice(props);
    }

    async getStream() {
        return await this.getRender().asStream();
    }
}

With pdf-renderer

If you want to have a possibility to add more custom fonts, this is the right option.

You have to provide your fonts for PolishInvoiceTemplate: regular and bold versions. You should use the moduleConfig function for this purpose.

PdfRendererModule.register({
    fontsConfiguration: {
        ...customFontsConfiguration,
        ...moduleConfig({
            regular: path.join(fontsPath, "open-sans-v17-latin-ext-regular.woff"),
            bold: path.join(fontsPath, "open-sans-v17-latin-ext-600.woff"),
        }),
    },
}),

To make the fonts available for the component, pass those into the renderer from pdfRendererConfig.

const stream = await this.pdfRenderer
    .generatePdf(this.polishInvoiceTemplateService.getComponent(), pdfRendererConfig)
    .asStream();

PolishInvoiceTemplate example

const logo = fs.readFileSync(path.join(__dirname, "assets", "logo.png"));

<PolishInvoiceTemplate
    buyer={buyer}
    header={{ ...header, logo: <Logo src={`data:image/png;base64,${logo.toString("base64")}`} /> }}
    itemsTable={itemsTable}
    seller={seller}
    taxesTable={taxesTable}
    total={total}
/>;

const Logo = styled.img`
    width: 90%;
`;

const header: PolishInvoiceHeader = {
    dateFormat: "yyyy-MM-dd",
    documentDate: new Date("2022-01-20"),
    sellDate: new Date("2022-01-20"),
    dueDate: new Date("2022-01-25"),
    title: "Faktura nr 202201/32",
    subtitle: "Zgodnie z umową z dn. 22.08.2021",
};

const seller: SellerBuyerData = {
    name: "LEANCODE SPÓŁKA Z OGRANICZONĄ ODPOWIEDZIALNOŚCIĄ",
    addressLine1: "ul. Wróbla 8A",
    addressLine2: "02-736 Warszawa, Polska",
    taxId: "7010616433",
};

const buyer: SellerBuyerData = {
    name: "Jan Kowal",
    addressLine1: "ul. Szpaka 1",
    addressLine2: "00-001 Warszawa",
    taxId: "1234656388",
    additionalFields: [
        {
            label: "e-mail:",
            value: "[e-mail]",
        },
    ],
};

const itemsTable: PolishInvoiceTableItem[] = [
    {
        name: "Audyt aplikacji mobilnej",
        count: 1,
        unit: "szt",
        netPrice: 1500,
        netValue: 1500,
        vatRate: "8%",
        vatValue: 120,
        grossValue: 1620,
    },
    {
        name: "Laptop Lenovo",
        count: 1,
        unit: "szt",
        netPrice: 2000,
        netValue: 2000,
        vatRate: "23%",
        vatValue: 460,
        grossValue: 2460,
    },
];

const taxesTable: PolishInvoiceTax[] = [
    {
        vatRate: "8%",
        netto: 1500,
        vat: 120,
        brutto: 1620,
    },
    {
        vatRate: "23%",
        netto: 2000,
        vat: 460,
        brutto: 2460,
    },
    {
        vatRate: "Razem",
        netto: 3500,
        vat: 580,
        brutto: 4080,
    },
];

const total: PolishInvoiceTotal = {
    totalValue: 4080,
    currency: "PLN",
    inWords: "cztery tysiące osiemdziesiąt",
};