Rename invoice-settings to company-settings, add its own Live Preview, and refine invoice PDF layout

Company data now has its own Payload admin group and a live in-browser
PDF preview (react-pdf's PDFViewer) instead of just a plain settings
form. Invoice header is a brand-colored rule instead of a filled band,
and the footer is now pinned to the page bottom instead of following
content flow.

app/api/checkout/route.ts

@@ -1,6 +1,6 @@
 import { NextResponse } from "next/server";
 import type { CartItem } from "../../lib/cart";
-import { getShippingMethods, getPaymentMethods, getInvoiceSettings } from "../../lib/payload";
+import { getShippingMethods, getPaymentMethods, getCompanySettings } from "../../lib/payload";
 import { validateDiscountCode, redeemDiscountCode } from "../../lib/discountServer";
 import { createOrder } from "../../lib/orderServer";
 import { getSessionCustomer, registerCustomer, setSessionCookie, type CustomerSummary } from "../../lib/customerAuth";
@@ -102,8 +102,8 @@ export async function POST(request: Request) {
   }
 
   // Re-price everything server-side — never trust client-submitted prices.
-  const [productsBySlug, invoiceSettings] = await Promise.all([fetchProductsBySlug(), getInvoiceSettings()]);
-  const defaultTaxRate = invoiceSettings?.taxRatePercent ?? 19;
+  const [productsBySlug, companySettings] = await Promise.all([fetchProductsBySlug(), getCompanySettings()]);
+  const defaultTaxRate = companySettings?.taxRatePercent ?? 19;
   const items: {
     productId: number;
     productName: string;

app/company-settings-preview/components/LiveCompanySettingsPreviewClient.tsx

@@ -0,0 +1,37 @@
+"use client";
+
+import dynamic from "next/dynamic";
+import { useLivePreview } from "@payloadcms/live-preview-react";
+import { InvoiceDocument, SAMPLE_INVOICE_ORDER } from "../../lib/invoicePdf";
+import type { CompanySettings } from "../../lib/payload";
+
+const PAYLOAD_URL = process.env.NEXT_PUBLIC_PAYLOAD_URL || "https://payload.mk360.de";
+
+// @react-pdf/renderer's PDFViewer renders into an <iframe> via direct DOM
+// access — it has to be excluded from the server render pass entirely
+// (ssr: false), unlike the HTML-string email previews elsewhere in this
+// app, which can render server-side fine since they're just
+// dangerouslySetInnerHTML.
+const PDFViewer = dynamic(() => import("@react-pdf/renderer").then((mod) => mod.PDFViewer), { ssr: false });
+
+// Same useLivePreview() mechanism as LiveEmailPreviewClient.tsx — connects
+// to the Payload admin's iframe via postMessage and updates `data` as the
+// admin edits company-settings fields, no save required. Renders through
+// the exact same InvoiceDocument component the real invoice PDF uses
+// (app/lib/invoicePdf.tsx), against a fixed sample order
+// (SAMPLE_INVOICE_ORDER) — there's no "current" real order to preview
+// against generically, same reasoning as the email-templates preview's
+// own SAMPLE_ORDER.
+export function LiveCompanySettingsPreviewClient({ initialSettings }: { initialSettings: CompanySettings }) {
+  const { data } = useLivePreview<CompanySettings>({
+    initialData: initialSettings,
+    serverURL: PAYLOAD_URL,
+    depth: 0,
+  });
+
+  return (
+    <PDFViewer style={{ width: "100%", height: "100vh", border: "none" }}>
+      <InvoiceDocument order={SAMPLE_INVOICE_ORDER} seller={data} />
+    </PDFViewer>
+  );
+}

app/company-settings-preview/page.tsx

@@ -0,0 +1,34 @@
+import type { Metadata } from "next";
+import { draftMode } from "next/headers";
+import { getCompanySettings, type CompanySettings } from "../lib/payload";
+import { LiveCompanySettingsPreviewClient } from "./components/LiveCompanySettingsPreviewClient";
+
+export const metadata: Metadata = {
+  title: "Firmendaten-Vorschau",
+  robots: { index: false, follow: false },
+};
+
+const FALLBACK: CompanySettings = {
+  sellerName: "",
+  sellerStreet: "",
+  sellerZip: "",
+  sellerCity: "",
+  sellerCountry: "",
+  sellerEmail: "",
+  vatId: "",
+  taxRatePercent: 19,
+  bankDetails: null,
+};
+
+// Entered exclusively via CompanySettings.ts's admin.livePreview.url (a
+// Payload-admin-only iframe target, see buildPreviewUrl()/api/preview) —
+// not a page a real visitor would ever land on. Unlike email-templates
+// there's no draft/published distinction here (company-settings has no
+// content-versioning concept, it's just the current row) — the initial
+// fetch is the same live data getCompanySettings() always returns,
+// useLivePreview() takes over from there as the admin edits fields.
+export default async function CompanySettingsPreviewPage() {
+  await draftMode();
+  const initialSettings = (await getCompanySettings()) ?? FALLBACK;
+  return <LiveCompanySettingsPreviewClient initialSettings={initialSettings} />;
+}

app/lib/correctionInvoicePdf.tsx

@@ -14,17 +14,26 @@ import { formatDate } from "./format";
 // immutable once set, so re-rendering from the order's own stored data
 // always reproduces the identical document.
 const BRAND = "#f6a701";
-const BRAND_TINT = "#fdf1d9";
 const TEXT_MUTED = "#6b6b69";
 const BORDER = "#e5e0d8";
 const BG_MUTED = "#f8f5f1";
 
 const styles = StyleSheet.create({
   page: { padding: 0, fontSize: 10, fontFamily: "Helvetica", color: "#1a1a18" },
-  headerBand: { backgroundColor: BRAND_TINT, padding: 32, flexDirection: "row", justifyContent: "space-between", alignItems: "center" },
+  // A rule, not a filled band — a bold brand-colored line rather than a
+  // plain 1pt gray divider.
+  headerBand: {
+    padding: 32,
+    paddingBottom: 24,
+    flexDirection: "row",
+    justifyContent: "space-between",
+    alignItems: "center",
+    borderBottomWidth: 3,
+    borderBottomColor: BRAND,
+  },
   wordmark: { fontFamily: "Helvetica-Bold", fontSize: 14 },
   kindLabel: { fontFamily: "Helvetica-Bold", fontSize: 22, color: BRAND, letterSpacing: 1 },
-  body: { padding: 32 },
+  body: { padding: 32, paddingBottom: 90 },
   refLine: { fontSize: 10, color: TEXT_MUTED, marginBottom: 24 },
   addressRow: { flexDirection: "row", justifyContent: "space-between", marginBottom: 24 },
   addressBlock: { width: "45%" },
@@ -52,7 +61,17 @@ const styles = StyleSheet.create({
   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" },
-  footer: { borderTopWidth: 1, borderTopColor: BORDER, paddingTop: 12, fontSize: 8, color: TEXT_MUTED },
+  footer: {
+    position: "absolute",
+    bottom: 32,
+    left: 32,
+    right: 32,
+    borderTopWidth: 1,
+    borderTopColor: BORDER,
+    paddingTop: 12,
+    fontSize: 8,
+    color: TEXT_MUTED,
+  },
 });
 
 function formatPrice(amount: number): string {
@@ -215,14 +234,14 @@ function CorrectionInvoiceDocument({ kind, order, seller }: { kind: CorrectionIn
               </View>
             </View>
           </View>
+        </View>
 
-          <View style={styles.footer}>
-            <Text>
-              {seller.sellerName} · {seller.sellerStreet}, {seller.sellerZip} {seller.sellerCity} · {seller.sellerEmail} · USt-IdNr.{" "}
-              {seller.vatId}
-            </Text>
-            {seller.bankDetails ? <Text style={{ marginTop: 4 }}>Bankverbindung (für Überweisung): {seller.bankDetails}</Text> : null}
-          </View>
+        <View style={styles.footer} fixed>
+          <Text>
+            {seller.sellerName} · {seller.sellerStreet}, {seller.sellerZip} {seller.sellerCity} · {seller.sellerEmail} · USt-IdNr.{" "}
+            {seller.vatId}
+          </Text>
+          {seller.bankDetails ? <Text style={{ marginTop: 4 }}>Bankverbindung (für Überweisung): {seller.bankDetails}</Text> : null}
         </View>
       </Page>
     </Document>

app/lib/invoiceData.ts

@@ -1,15 +1,15 @@
-import { getInvoiceSettings, type InvoiceSettings } from "./payload";
+import { getCompanySettings, type CompanySettings } from "./payload";
 import { renderInvoicePdf, type InvoiceOrder } from "./invoicePdf";
 import { renderCorrectionInvoicePdf, type CorrectionInvoiceKind, type CorrectionInvoiceOrder } from "./correctionInvoicePdf";
 
-export type { InvoiceSettings };
+export type { CompanySettings };
 
 // Fetched once by callers that need seller data for more than one purpose
 // in the same request (e.g. orderEmail.ts also needs it for the email
-// footer's companyLine) — avoids a second identical invoice-settings round
-// trip, unlike calling getInvoiceSettings() again inside each generator.
-export async function getSellerForInvoice(): Promise<InvoiceSettings | null> {
-  return getInvoiceSettings();
+// footer's companyLine) — avoids a second identical company-settings round
+// trip, unlike calling getCompanySettings() again inside each generator.
+export async function getSellerForInvoice(): Promise<CompanySettings | null> {
+  return getCompanySettings();
 }
 
 // Shared by app/lib/orderEmail.ts (checkout — attaches to the confirmation
@@ -18,9 +18,9 @@ export async function getSellerForInvoice(): Promise<InvoiceSettings | null> {
 // later always matches what they were emailed. `seller` is passed in
 // rather than fetched here, so a caller that already has it (see above)
 // doesn't fetch it twice.
-export async function generateInvoicePdf(order: InvoiceOrder, seller: InvoiceSettings | null): Promise<Buffer | null> {
+export async function generateInvoicePdf(order: InvoiceOrder, seller: CompanySettings | null): Promise<Buffer | null> {
   if (!seller) {
-    console.error("generateInvoicePdf: no invoice-settings row found for tenant");
+    console.error("generateInvoicePdf: no company-settings row found for tenant");
     return null;
   }
   return renderInvoicePdf(order, seller);
@@ -35,10 +35,10 @@ export async function generateInvoicePdf(order: InvoiceOrder, seller: InvoiceSet
 export async function generateCorrectionInvoicePdf(
   kind: CorrectionInvoiceKind,
   order: CorrectionInvoiceOrder,
-  seller: InvoiceSettings | null,
+  seller: CompanySettings | null,
 ): Promise<Buffer | null> {
   if (!seller) {
-    console.error("generateCorrectionInvoicePdf: no invoice-settings row found for tenant");
+    console.error("generateCorrectionInvoicePdf: no company-settings row found for tenant");
     return null;
   }
   return renderCorrectionInvoicePdf(kind, order, seller);

app/lib/invoicePdf.tsx

@@ -14,7 +14,6 @@ import { formatDate } from "./format";
 // (src/lib/correctionInvoicePdf.tsx in the backend repo, kept visually in
 // sync with this file by eye — not shared code, two separate deployments).
 const BRAND = "#f6a701";
-const BRAND_TINT = "#fdf1d9";
 const TEXT_MUTED = "#6b6b69";
 const BORDER = "#e5e0d8";
 const BG_MUTED = "#f8f5f1";
@@ -23,10 +22,21 @@ const SUCCESS_TINT = "#e7f5eb";
 
 const styles = StyleSheet.create({
   page: { padding: 0, fontSize: 10, fontFamily: "Helvetica", color: "#1a1a18" },
-  headerBand: { backgroundColor: BRAND_TINT, padding: 32, flexDirection: "row", justifyContent: "space-between", alignItems: "center" },
+  // 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 },
+  body: { padding: 32, paddingBottom: 90 },
   addressRow: { flexDirection: "row", justifyContent: "space-between", marginBottom: 24 },
   addressBlock: { width: "45%" },
   addressLabel: { fontSize: 8, color: TEXT_MUTED, marginBottom: 4, textTransform: "uppercase" },
@@ -55,7 +65,20 @@ const styles = StyleSheet.create({
   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" },
-  footer: { borderTopWidth: 1, borderTopColor: BORDER, paddingTop: 12, fontSize: 8, color: TEXT_MUTED },
+  // `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,
+  },
 });
 
 function formatPrice(amount: number): string {
@@ -98,6 +121,32 @@ export type InvoiceSeller = {
   bankDetails?: string | null;
 };
 
+// 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
@@ -131,7 +180,13 @@ function groupByTaxRate(order: InvoiceOrder, defaultRate: number): { rate: numbe
     .sort((a, b) => b.rate - a.rate);
 }
 
-function InvoiceDocument({ order, seller }: { order: InvoiceOrder; seller: InvoiceSeller }) {
+// 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 =
@@ -244,13 +299,14 @@ function InvoiceDocument({ order, seller }: { order: InvoiceOrder; seller: Invoi
             </View>
           </View>
 
-          <View style={styles.footer}>
-            <Text>
-              {seller.sellerName} · {seller.sellerStreet}, {seller.sellerZip} {seller.sellerCity} · {seller.sellerEmail} · USt-IdNr.{" "}
-              {seller.vatId}
-            </Text>
-            {seller.bankDetails ? <Text style={{ marginTop: 4 }}>Bankverbindung (für Überweisung): {seller.bankDetails}</Text> : null}
-          </View>
+        </View>
+
+        <View style={styles.footer} fixed>
+          <Text>
+            {seller.sellerName} · {seller.sellerStreet}, {seller.sellerZip} {seller.sellerCity} · {seller.sellerEmail} · USt-IdNr.{" "}
+            {seller.vatId}
+          </Text>
+          {seller.bankDetails ? <Text style={{ marginTop: 4 }}>Bankverbindung (für Überweisung): {seller.bankDetails}</Text> : null}
         </View>
       </Page>
     </Document>

app/lib/payload.ts

@@ -643,7 +643,7 @@ export async function getEmailTemplate(
   return data.docs?.[0] ?? null;
 }
 
-export type InvoiceSettings = {
+export type CompanySettings = {
   sellerName: string;
   sellerStreet: string;
   sellerZip: string;
@@ -658,19 +658,19 @@ export type InvoiceSettings = {
 // Server-only in practice (only ever called from app/lib/invoiceData.ts),
 // but kept in this file rather than a "use server"-only module since every
 // other Payload fetcher lives here too — no client component imports it.
-// invoice-settings' read access is admin-only plus this same service
-// secret (see InvoiceSettings.ts) — it holds bank details, not something
+// company-settings' read access is admin-only plus this same service
+// secret (see CompanySettings.ts) — it holds bank details, not something
 // to leave publicly readable like Products/ShippingSettings.
-export async function getInvoiceSettings(): Promise<InvoiceSettings | null> {
+export async function getCompanySettings(): Promise<CompanySettings | null> {
   const params = new URLSearchParams({ "where[tenant.slug][equals]": TENANT_SLUG, limit: "1" });
-  const res = await fetch(`${PAYLOAD_URL}/api/invoice-settings?${params}`, {
+  const res = await fetch(`${PAYLOAD_URL}/api/company-settings?${params}`, {
     headers: { "x-order-service-secret": process.env.ORDER_SERVICE_SECRET || "" },
     cache: "no-store",
   });
   if (!res.ok) {
-    console.error(`getInvoiceSettings: Payload returned ${res.status} ${res.statusText}`);
+    console.error(`getCompanySettings: Payload returned ${res.status} ${res.statusText}`);
     return null;
   }
-  const data: { docs?: InvoiceSettings[] } = await res.json();
+  const data: { docs?: CompanySettings[] } = await res.json();
   return data.docs?.[0] ?? null;
 }