Files
TimeTracker/app/utils/pdf_generator_fallback.py
Dries Peeters f9b9dbfddc feat: Add extra goods export support to invoice PDFs
Implement comprehensive support for exporting extra goods (products,
services, materials, licenses) in invoice PDF documents. Extra goods
now appear in the invoice items table alongside time-based billing
entries with rich formatting including name, description, SKU codes,
and category labels.

Changes:
- Enhanced InvoicePDFGenerator._generate_items_rows() to include extra
  goods with detailed formatting (name, description, SKU, category)
- Updated pdf_default.html template to render extra goods loop in the
  invoice items table with conditional display of optional fields
- Enhanced InvoicePDFGeneratorFallback._build_items_table() for
  ReportLab compatibility with multi-line descriptions
- Added 6 comprehensive tests covering both WeasyPrint and ReportLab
  generators (unit tests and smoke tests)
- Created complete feature documentation in
  docs/INVOICE_EXTRA_GOODS_PDF_EXPORT.md

Technical Details:
- Extra goods display quantity, unit price, and total amount
- Automatic inclusion in invoice totals via existing calculate_totals()
- No database migrations required (extra_goods table already exists)
- Backward compatible - invoices without goods unchanged
- Supports both primary (WeasyPrint) and fallback (ReportLab) generators

Testing:
- 6 new tests added to tests/test_invoices.py
- 3 tests pass on Windows (ReportLab fallback)
- 3 tests require WeasyPrint system dependencies (Linux/Docker)
- All code changes validated with no linter errors

Files Modified:
- app/utils/pdf_generator.py
- app/templates/invoices/pdf_default.html
- app/utils/pdf_generator_fallback.py
- tests/test_invoices.py

Files Created:
- docs/INVOICE_EXTRA_GOODS_PDF_EXPORT.md
- INVOICE_GOODS_EXPORT_IMPLEMENTATION_SUMMARY.md
2025-10-24 13:13:29 +02:00

333 lines
13 KiB
Python

"""
Fallback PDF Generation utility for invoices using ReportLab
This is used when WeasyPrint is not available due to system dependencies
"""
import os
from datetime import datetime
from reportlab.lib.pagesizes import A4
from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle
from reportlab.lib.units import cm
from reportlab.lib import colors
from reportlab.platypus import SimpleDocTemplate, Paragraph, Spacer, Table, TableStyle, Image
from reportlab.lib.enums import TA_LEFT, TA_RIGHT, TA_CENTER
from reportlab.pdfgen import canvas
from app.models import Settings
from flask import current_app
from flask_babel import gettext as _
class InvoicePDFGeneratorFallback:
"""Generate PDF invoices with company branding using ReportLab"""
def __init__(self, invoice, settings=None):
self.invoice = invoice
self.settings = settings or Settings.get_settings()
self.styles = getSampleStyleSheet()
self._setup_custom_styles()
def _setup_custom_styles(self):
"""Setup custom paragraph styles"""
self.styles.add(ParagraphStyle(
name='CompanyName',
parent=self.styles['Heading1'],
fontSize=18,
spaceAfter=12,
textColor=colors.HexColor('#007bff')
))
self.styles.add(ParagraphStyle(
name='InvoiceTitle',
parent=self.styles['Heading1'],
fontSize=24,
spaceAfter=20,
textColor=colors.HexColor('#007bff'),
alignment=TA_RIGHT
))
self.styles.add(ParagraphStyle(
name='SectionHeader',
parent=self.styles['Heading2'],
fontSize=14,
spaceAfter=8,
textColor=colors.HexColor('#007bff')
))
self.styles.add(ParagraphStyle(
name='NormalText',
parent=self.styles['Normal'],
fontSize=10,
spaceAfter=6
))
def generate_pdf(self):
"""Generate PDF content and return as bytes"""
# Create a temporary file to store the PDF
import tempfile
import io
with tempfile.NamedTemporaryFile(suffix='.pdf', delete=False) as tmp_file:
tmp_path = tmp_file.name
try:
# Generate the PDF
doc = SimpleDocTemplate(
tmp_path,
pagesize=A4,
rightMargin=2*cm,
leftMargin=2*cm,
topMargin=2*cm,
bottomMargin=2*cm
)
# Build the story (content)
story = self._build_story()
# Build the PDF with page numbers
doc.build(story, onFirstPage=self._add_page_number, onLaterPages=self._add_page_number)
# Read the generated PDF
with open(tmp_path, 'rb') as f:
pdf_bytes = f.read()
return pdf_bytes
finally:
# Clean up temporary file
if os.path.exists(tmp_path):
os.unlink(tmp_path)
def _build_story(self):
"""Build the PDF content story"""
story = []
# Header section
story.extend(self._build_header())
story.append(Spacer(1, 20))
# Client and project information
story.extend(self._build_client_section())
story.append(Spacer(1, 20))
# Invoice items table
story.extend(self._build_items_table())
story.append(Spacer(1, 20))
# Additional information
story.extend(self._build_additional_info())
story.append(Spacer(1, 20))
# Footer
story.extend(self._build_footer())
return story
def _build_header(self):
"""Build the header section with company info and invoice details"""
story = []
# Company information (left side)
company_info = []
company_info.append(Paragraph(self.settings.company_name, self.styles['CompanyName']))
if self.settings.company_address:
company_info.append(Paragraph(self.settings.company_address, self.styles['NormalText']))
if self.settings.company_email:
company_info.append(Paragraph(f"Email: {self.settings.company_email}", self.styles['NormalText']))
if self.settings.company_phone:
company_info.append(Paragraph(f"Phone: {self.settings.company_phone}", self.styles['NormalText']))
if self.settings.company_website:
company_info.append(Paragraph(f"Website: {self.settings.company_website}", self.styles['NormalText']))
if self.settings.company_tax_id:
company_info.append(Paragraph(f"Tax ID: {self.settings.company_tax_id}", self.styles['NormalText']))
# Invoice information (right side)
invoice_info = []
# Add logo if available (top right) using Image flowable
if self.settings.has_logo():
logo_path = self.settings.get_logo_path()
if logo_path and os.path.exists(logo_path):
try:
img = Image(logo_path, width=4*cm, height=2*cm, kind='proportional')
invoice_info.append(img)
invoice_info.append(Spacer(1, 6))
except Exception:
# Fallback to text if image fails
invoice_info.append(Paragraph("[Company Logo]", self.styles['NormalText']))
invoice_info.append(Paragraph(_("INVOICE"), self.styles['InvoiceTitle']))
invoice_info.append(Paragraph(_("Invoice #: %(num)s", num=self.invoice.invoice_number), self.styles['NormalText']))
try:
from babel.dates import format_date as babel_format_date
issue_label = _("Issue Date: %(date)s", date=babel_format_date(self.invoice.issue_date))
due_label = _("Due Date: %(date)s", date=babel_format_date(self.invoice.due_date))
except Exception:
issue_label = _("Issue Date: %(date)s", date=self.invoice.issue_date.strftime('%Y-%m-%d'))
due_label = _("Due Date: %(date)s", date=self.invoice.due_date.strftime('%Y-%m-%d'))
invoice_info.append(Paragraph(issue_label, self.styles['NormalText']))
invoice_info.append(Paragraph(due_label, self.styles['NormalText']))
invoice_info.append(Paragraph(f"Status: {self.invoice.status.title()}", self.styles['NormalText']))
# Create a table to layout company info and invoice info side by side
header_data = [[company_info, invoice_info]]
header_table = Table(header_data, colWidths=[9*cm, 6*cm])
header_table.setStyle(TableStyle([
('ALIGN', (0, 0), (0, 0), 'LEFT'),
('ALIGN', (1, 0), (1, 0), 'RIGHT'),
('VALIGN', (0, 0), (-1, -1), 'TOP'),
]))
story.append(header_table)
return story
def _build_client_section(self):
"""Build the client and project information section"""
story = []
# Client information
story.append(Paragraph("Bill To:", self.styles['SectionHeader']))
story.append(Paragraph(self.invoice.client_name, self.styles['NormalText']))
if self.invoice.client_email:
story.append(Paragraph(self.invoice.client_email, self.styles['NormalText']))
if self.invoice.client_address:
story.append(Paragraph(self.invoice.client_address, self.styles['NormalText']))
story.append(Spacer(1, 12))
# Project information
story.append(Paragraph("Project:", self.styles['SectionHeader']))
story.append(Paragraph(self.invoice.project.name, self.styles['NormalText']))
if self.invoice.project.description:
story.append(Paragraph(self.invoice.project.description, self.styles['NormalText']))
return story
def _build_items_table(self):
"""Build the invoice items table including extra goods"""
story = []
story.append(Paragraph(_("Invoice Items"), self.styles['SectionHeader']))
# Table headers
headers = [_("Description"), _("Quantity (Hours)"), _("Unit Price"), _("Total Amount")]
# Table data
data = [headers]
# Add regular invoice items
for item in self.invoice.items:
row = [
item.description,
f"{item.quantity:.2f}",
self._format_currency(item.unit_price),
self._format_currency(item.total_amount)
]
data.append(row)
# Add extra goods
for good in self.invoice.extra_goods:
# Build description with additional details
description_parts = [good.name]
if good.description:
description_parts.append(f"\n{good.description}")
if good.sku:
description_parts.append(f"\nSKU: {good.sku}")
if good.category:
description_parts.append(f"\nCategory: {good.category.title()}")
description = '\n'.join(description_parts)
row = [
description,
f"{good.quantity:.2f}",
self._format_currency(good.unit_price),
self._format_currency(good.total_amount)
]
data.append(row)
# Add totals
data.append(['', '', _('Subtotal:'), self._format_currency(self.invoice.subtotal)])
if self.invoice.tax_rate > 0:
data.append(['', '', _('Tax (%(rate).2f%%):', rate=self.invoice.tax_rate), self._format_currency(self.invoice.tax_amount)])
data.append(['', '', _('Total Amount:'), self._format_currency(self.invoice.total_amount)])
# Create table
table = Table(data, colWidths=[9*cm, 3*cm, 3*cm, 3*cm], repeatRows=1)
table.setStyle(TableStyle([
('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#f8fafc')),
('TEXTCOLOR', (0, 0), (-1, 0), colors.HexColor('#475569')),
('ALIGN', (0, 0), (-1, -1), 'LEFT'),
('ALIGN', (1, 1), (-1, -1), 'RIGHT'),
('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
('FONTSIZE', (0, 0), (-1, 0), 12),
('BOTTOMPADDING', (0, 0), (-1, 0), 12),
('BACKGROUND', (0, -3), (-1, -1), colors.HexColor('#eef2ff')),
('FONTNAME', (0, -3), (-1, -1), 'Helvetica-Bold'),
('GRID', (0, 0), (-1, -1), 0.5, colors.HexColor('#e2e8f0')),
('BOX', (0, 0), (-1, -1), 0.8, colors.HexColor('#e2e8f0'))
]))
story.append(table)
return story
def _format_currency(self, value):
"""Format numeric currency with thousands separators and 2 decimals."""
try:
return f"{float(value):,.2f} {self.settings.currency}"
except Exception:
return f"{value} {self.settings.currency}"
def _add_page_number(self, canv, doc):
"""Add page number at the bottom-right of each page."""
page_num = canv.getPageNumber()
text = f"Page {page_num}"
canv.setFont('Helvetica', 9)
try:
canv.setFillColor(colors.HexColor('#666666'))
except Exception:
pass
x = doc.leftMargin + doc.width
y = doc.bottomMargin - 0.5*cm
canv.drawRightString(x, y, text)
def _build_additional_info(self):
"""Build additional information section"""
story = []
if self.invoice.notes:
story.append(Paragraph(_("Notes:"), self.styles['SectionHeader']))
story.append(Paragraph(self.invoice.notes, self.styles['NormalText']))
story.append(Spacer(1, 12))
if self.invoice.terms:
story.append(Paragraph(_("Terms:"), self.styles['SectionHeader']))
story.append(Paragraph(self.invoice.terms, self.styles['NormalText']))
story.append(Spacer(1, 12))
return story
def _build_footer(self):
"""Build the footer section"""
story = []
# Payment information
if self.settings.company_bank_info:
story.append(Paragraph(_("Payment Information:"), self.styles['SectionHeader']))
story.append(Paragraph(self.settings.company_bank_info, self.styles['NormalText']))
story.append(Spacer(1, 12))
# Terms and conditions
story.append(Paragraph(_("Terms & Conditions:"), self.styles['SectionHeader']))
story.append(Paragraph(self.settings.invoice_terms, self.styles['NormalText']))
return story