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Initial commit: shared invoice/correction-invoice PDF generation

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Consolidates code previously hand-duplicated between the einfach-produktiv
frontend and payload backend repos into one canonical implementation,
consumed as a git dependency by both instead of being kept in sync by eye.

While merging the two correction-invoice copies, found and fixed three
real drifts between them:
- variantName was silently dropped in the backend's emailed Stornorechnung/
  Gutschrift, but present in the frontend's re-download copy
- the backend's correction-invoice footer wasn't position:fixed, unlike
  the original invoice and the frontend's copy
- the backend used a numeric date format (03.07.2025) while the original
  invoice and the frontend's copy both used a spelled-out month (03. Juli
  2025) — a re-download didn't visually match what was emailed

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
Marco
2026-07-23 08:33:12 +00:00
commit 9336cfd0ba
13 changed files with 4180 additions and 0 deletions
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src/invoicePdf.tsx
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import React from "react";
import { Document, Page, View, Text, Image, StyleSheet, renderToBuffer } from "@react-pdf/renderer";
import { formatPrice, formatDate } from "./formatters";
import { computeTaxBreakdown } from "./taxBreakdown";
import type { InvoiceSeller } from "./seller";
export type { InvoiceSeller };
// Rendered by the frontend at checkout time (attached to the order
// confirmation email) and again on demand for "Rechnung herunterladen" —
// same render call both times, so a re-download always matches what was
// emailed.
//
// Built-in Helvetica, not a registered web font — this can render inside a
// fire-and-forget email step; a font-fetch failure there is one more way
// to lose the invoice attachment for no real design benefit.
const BRAND = "#f6a701";
const TEXT_MUTED = "#6b6b69";
const BORDER = "#e5e0d8";
const BG_MUTED = "#f8f5f1";
const SUCCESS = "#2f8f4e";
const SUCCESS_TINT = "#e7f5eb";
const styles = StyleSheet.create({
page: { padding: 0, fontSize: 10, fontFamily: "Helvetica", color: "#1a1a18" },
// A rule, not a filled band — a bold brand-colored line with a thin
// muted second line underneath, rather than a plain 1pt gray divider.
headerBand: {
padding: 32,
paddingBottom: 24,
flexDirection: "row",
justifyContent: "space-between",
alignItems: "center",
borderBottomWidth: 3,
borderBottomColor: BRAND,
},
headerRuleThin: { height: 1, backgroundColor: BORDER, marginHorizontal: 32 },
wordmark: { fontFamily: "Helvetica-Bold", fontSize: 14 },
kindLabel: { fontFamily: "Helvetica-Bold", fontSize: 22, color: BRAND, letterSpacing: 1 },
body: { padding: 32, paddingBottom: 90 },
addressRow: { flexDirection: "row", flexWrap: "wrap", justifyContent: "space-between", rowGap: 12, marginBottom: 24 },
addressBlock: { width: "45%" },
// Narrower variant for when a 3rd (shipping) block joins Von/An — three
// of these plus the row's own space-between still fit a Page's width
// without any block cramping its text.
addressBlockThird: { width: "30%" },
addressLabel: { fontSize: 8, color: TEXT_MUTED, marginBottom: 4, textTransform: "uppercase" },
addressLine: { fontSize: 10, lineHeight: 1.5 },
metaRow: { flexDirection: "row", gap: 10, marginBottom: 16, flexWrap: "wrap" },
metaBox: { borderWidth: 1, borderColor: BORDER, borderRadius: 6, paddingVertical: 8, paddingHorizontal: 12 },
metaLabel: { fontSize: 7, color: TEXT_MUTED, textTransform: "uppercase", marginBottom: 2 },
metaValue: { fontSize: 10, fontFamily: "Helvetica-Bold" },
paidBadge: { backgroundColor: SUCCESS_TINT, borderRadius: 6, paddingVertical: 8, paddingHorizontal: 12, justifyContent: "center" },
paidBadgeText: { fontSize: 10, fontFamily: "Helvetica-Bold", color: SUCCESS },
table: { borderRadius: 6, overflow: "hidden", borderWidth: 1, borderColor: BORDER, marginTop: 8, marginBottom: 16 },
tableHeader: { flexDirection: "row", backgroundColor: BG_MUTED, paddingVertical: 8, paddingHorizontal: 10 },
tableRow: { flexDirection: "row", paddingVertical: 8, paddingHorizontal: 10, borderTopWidth: 1, borderTopColor: BORDER },
tableRowAlt: { backgroundColor: BG_MUTED },
colImage: { width: 28 },
itemImage: { width: 28, height: 28, borderRadius: 3 },
colName: { flex: 3 },
colQty: { flex: 1, textAlign: "right" },
colPrice: { flex: 1, textAlign: "right" },
colTotal: { flex: 1, textAlign: "right" },
headerCell: { fontSize: 8, color: TEXT_MUTED, textTransform: "uppercase" },
bundleLine: { fontSize: 8, color: TEXT_MUTED, marginTop: 2 },
summary: { alignItems: "flex-end", marginBottom: 24 },
summaryBox: { width: 240, backgroundColor: BG_MUTED, borderRadius: 6, padding: 14 },
summaryRow: { flexDirection: "row", justifyContent: "space-between", paddingVertical: 2 },
summaryLabel: { fontSize: 10, color: TEXT_MUTED },
summaryValue: { fontSize: 10 },
grandTotalRow: { flexDirection: "row", justifyContent: "space-between", paddingTop: 8, marginTop: 6, borderTopWidth: 1, borderTopColor: BORDER },
grandTotalLabel: { fontSize: 12, fontFamily: "Helvetica-Bold" },
grandTotalValue: { fontSize: 12, fontFamily: "Helvetica-Bold" },
// `fixed` (below, on the element) + absolute positioning — always pinned
// to the bottom of the page regardless of how much content is above it,
// rather than just following wherever the content flow happens to end.
footer: {
position: "absolute",
bottom: 32,
left: 32,
right: 32,
borderTopWidth: 1,
borderTopColor: BORDER,
paddingTop: 12,
fontSize: 8,
color: TEXT_MUTED,
},
});
export type InvoiceItem = {
productName: string;
quantity: number;
unitPrice: number;
taxRatePercent: number;
bundleContents?: string | null;
variantName?: string | null;
imageUrl?: string | null;
};
export type InvoiceOrder = {
orderNumber: string;
invoiceNumber: string;
invoiceIssuedAt: string;
customerFirstName: string;
customerLastName: string;
deliveryMethod: "address" | "packstation";
street?: string | null;
packstationNumber?: string | null;
postNumber?: string | null;
zip: string;
city: string;
country: string;
// Optional package destination distinct from the "An" recipient above —
// when set, the invoice shows both addresses (billing stays "An", this
// becomes its own "Lieferadresse" block) instead of implying the order
// shipped to the billing address, which is only true when this is unset.
hasDifferentShippingAddress?: boolean;
shippingFirstName?: string | null;
shippingLastName?: string | null;
shippingDeliveryMethod?: "address" | "packstation" | null;
shippingStreet?: string | null;
shippingPackstationNumber?: string | null;
shippingPostNumber?: string | null;
shippingZip?: string | null;
shippingCity?: string | null;
shippingCountry?: string | null;
paymentMethodTitle: string;
items: InvoiceItem[];
subtotal: number;
shippingCost: number;
discountAmount: number;
discountCode: string | null;
total: number;
};
// Used only by /company-settings-preview's Live Preview — a fixed sample
// order so the admin sees a realistic-looking invoice while editing
// company-settings fields, without depending on any real order existing.
export const SAMPLE_INVOICE_ORDER: InvoiceOrder = {
orderNumber: "#EP-0001-A7K2",
invoiceNumber: "RE-0001",
invoiceIssuedAt: new Date().toISOString(),
customerFirstName: "Max",
customerLastName: "Mustermann",
deliveryMethod: "address",
street: "Musterweg 5",
zip: "10115",
city: "Berlin",
country: "Deutschland",
paymentMethodTitle: "Kreditkarte",
items: [
{ productName: "ToDo-Karten – Set", quantity: 1, unitPrice: 12.9, taxRatePercent: 19, bundleContents: null },
{ productName: "Wochenplaner – Überblick", quantity: 2, unitPrice: 14.9, taxRatePercent: 19, bundleContents: null },
],
subtotal: 42.7,
shippingCost: 0,
discountAmount: 5,
discountCode: "WILLKOMMEN10",
total: 37.7,
};
// "Überweisung" (bank transfer) is the only payment method on this shop
// that ISN'T settled immediately — Kreditkarte/PayPal both capture at
// checkout. Rather than hardcode a list of "immediate" method titles
// (fragile the moment a new one is added in Payload's payment-methods
// collection), the only method that's ever NOT immediate is named
// explicitly — everything else defaults to "paid already".
function isPaidImmediately(paymentMethodTitle: string): boolean {
return paymentMethodTitle !== "Überweisung";
}
// Distributes the order-level discount/shipping proportionally across each
// item's gross line total before computing that line's net/tax — so the
// per-rate summary still reconciles exactly to `order.total` even when a
// discount or shipping cost is present alongside items taxed at different
// rates. Falls back to the seller's default rate for any line that
// predates this field (older orders had no per-item snapshot).
function groupByTaxRate(order: InvoiceOrder, defaultRate: number): { rate: number; net: number; tax: number; gross: number }[] {
return computeTaxBreakdown(
order.items.map((item) => ({ quantity: item.quantity, unitPrice: item.unitPrice, taxRatePercent: item.taxRatePercent ?? defaultRate })),
order.subtotal,
order.discountAmount,
order.shippingCost,
);
}
// Exported (not just used internally by renderInvoicePdf below) so
// /company-settings-preview's client component can mount it directly with
// @react-pdf/renderer's browser-side <PDFViewer> — a live, in-browser
// rendered PDF that re-renders as the admin edits company-settings fields
// via Payload's postMessage-based useLivePreview(), no server round-trip
// needed for each keystroke the way an HTML preview would.
export function InvoiceDocument({ order, seller }: { order: InvoiceOrder; seller: InvoiceSeller }) {
const rateGroups = groupByTaxRate(order, seller.taxRatePercent);
const paid = isPaidImmediately(order.paymentMethodTitle);
const deliveryLine =
order.deliveryMethod === "address" ? order.street : `Packstation ${order.packstationNumber} · Postnummer ${order.postNumber}`;
const shippingLine =
order.shippingDeliveryMethod === "packstation"
? `Packstation ${order.shippingPackstationNumber} · Postnummer ${order.shippingPostNumber}`
: order.shippingStreet;
const addressBlockStyle = order.hasDifferentShippingAddress ? styles.addressBlockThird : styles.addressBlock;
return (
<Document>
<Page size="A4" style={styles.page}>
<View style={styles.headerBand}>
<Text style={styles.wordmark}>einfach produktiv.</Text>
<Text style={styles.kindLabel}>RECHNUNG</Text>
</View>
<View style={styles.body}>
<View style={styles.addressRow}>
<View style={addressBlockStyle}>
<Text style={styles.addressLabel}>Von</Text>
<Text style={styles.addressLine}>{seller.sellerName}</Text>
<Text style={styles.addressLine}>{seller.sellerStreet}</Text>
<Text style={styles.addressLine}>
{seller.sellerZip} {seller.sellerCity}
</Text>
<Text style={styles.addressLine}>{seller.sellerCountry}</Text>
</View>
<View style={addressBlockStyle}>
<Text style={styles.addressLabel}>An</Text>
<Text style={styles.addressLine}>
{order.customerFirstName} {order.customerLastName}
</Text>
<Text style={styles.addressLine}>{deliveryLine}</Text>
<Text style={styles.addressLine}>
{order.zip} {order.city}
</Text>
<Text style={styles.addressLine}>{order.country}</Text>
</View>
{order.hasDifferentShippingAddress && (
<View style={addressBlockStyle}>
<Text style={styles.addressLabel}>Lieferadresse</Text>
<Text style={styles.addressLine}>
{order.shippingFirstName} {order.shippingLastName}
</Text>
<Text style={styles.addressLine}>{shippingLine}</Text>
<Text style={styles.addressLine}>
{order.shippingZip} {order.shippingCity}
</Text>
<Text style={styles.addressLine}>{order.shippingCountry}</Text>
</View>
)}
</View>
<View style={styles.metaRow}>
<View style={styles.metaBox}>
<Text style={styles.metaLabel}>Rechnungs-Nr.</Text>
<Text style={styles.metaValue}>{order.invoiceNumber}</Text>
</View>
<View style={styles.metaBox}>
<Text style={styles.metaLabel}>Datum</Text>
<Text style={styles.metaValue}>{formatDate(order.invoiceIssuedAt)}</Text>
</View>
<View style={styles.metaBox}>
<Text style={styles.metaLabel}>Bestellnummer</Text>
<Text style={styles.metaValue}>{order.orderNumber}</Text>
</View>
{paid && (
<View style={styles.paidBadge}>
<Text style={styles.paidBadgeText}>✓ Bereits beglichen ({order.paymentMethodTitle})</Text>
</View>
)}
</View>
<View style={styles.table}>
<View style={styles.tableHeader}>
<View style={styles.colImage} />
<Text style={[styles.colName, styles.headerCell]}>Artikel</Text>
<Text style={[styles.colQty, styles.headerCell]}>Menge</Text>
<Text style={[styles.colPrice, styles.headerCell]}>Einzelpreis</Text>
<Text style={[styles.colTotal, styles.headerCell]}>Betrag</Text>
</View>
{order.items.map((item, i) => (
<View style={[styles.tableRow, i % 2 === 1 ? styles.tableRowAlt : {}]} key={i}>
<View style={styles.colImage}>
{item.imageUrl && <Image src={item.imageUrl} style={styles.itemImage} />}
</View>
<View style={styles.colName}>
<Text>
{item.productName}
{item.variantName ? ` (${item.variantName})` : ""}
</Text>
{item.bundleContents ? <Text style={styles.bundleLine}>{item.bundleContents}</Text> : null}
</View>
<Text style={styles.colQty}>{item.quantity}</Text>
<Text style={styles.colPrice}>{formatPrice(item.unitPrice)}</Text>
<Text style={styles.colTotal}>{formatPrice(item.quantity * item.unitPrice)}</Text>
</View>
))}
</View>
<View style={styles.summary}>
<View style={styles.summaryBox}>
{order.discountAmount > 0 && (
<View style={styles.summaryRow}>
<Text style={styles.summaryLabel}>Rabatt{order.discountCode ? ` (${order.discountCode})` : ""}</Text>
<Text style={styles.summaryValue}>-{formatPrice(order.discountAmount)}</Text>
</View>
)}
<View style={styles.summaryRow}>
<Text style={styles.summaryLabel}>Versand</Text>
<Text style={styles.summaryValue}>{order.shippingCost === 0 ? "Kostenlos" : formatPrice(order.shippingCost)}</Text>
</View>
{rateGroups.map((g) => (
<React.Fragment key={g.rate}>
<View style={styles.summaryRow}>
<Text style={styles.summaryLabel}>Netto</Text>
<Text style={styles.summaryValue}>{formatPrice(g.net)}</Text>
</View>
<View style={styles.summaryRow}>
<Text style={styles.summaryLabel}>zzgl. {g.rate}% MwSt.</Text>
<Text style={styles.summaryValue}>{formatPrice(g.tax)}</Text>
</View>
</React.Fragment>
))}
<View style={styles.grandTotalRow}>
<Text style={styles.grandTotalLabel}>Gesamt</Text>
<Text style={styles.grandTotalValue}>{formatPrice(order.total)}</Text>
</View>
</View>
</View>
</View>
<View style={styles.footer} fixed>
<Text>
{seller.sellerName} · {seller.sellerStreet}, {seller.sellerZip} {seller.sellerCity} · {seller.sellerEmail} · USt-IdNr.{" "}
{seller.vatId}
{seller.registerCourt && seller.registerNumber ? ` · ${seller.registerCourt} · ${seller.registerNumber}` : ""}
{seller.managingDirector ? ` · Geschäftsführung: ${seller.managingDirector}` : ""}
</Text>
{seller.bankDetails ? <Text style={{ marginTop: 4 }}>Bankverbindung (für Überweisung): {seller.bankDetails}</Text> : null}
</View>
</Page>
</Document>
);
}
export async function renderInvoicePdf(order: InvoiceOrder, seller: InvoiceSeller): Promise<Buffer> {
return renderToBuffer(<InvoiceDocument order={order} seller={seller} />);
}
// Exported for unit testing (see src/__tests__/invoicePdf.test.ts) — the
// actual money math and payment-status logic, independent of PDF
// rendering.
export const __testables = { isPaidImmediately, groupByTaxRate };