gpt-engineer-app[bot]andrenee-png
baadbbfa26
Co-authored-by: renee-png <262607627+renee-png@users.noreply.github.com>
588 lines
18 KiB
TypeScript
588 lines
18 KiB
TypeScript
import jsPDF from "jspdf";
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import { formatDate } from "./format";
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const PAGE_W = 612;
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const PAGE_H = 792;
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const MARGIN = 54;
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const CONTENT_W = PAGE_W - MARGIN * 2;
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export interface InvoiceLineItem {
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kind: string;
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description: string;
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work_date: string | null;
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quantity: number;
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rate: number;
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amount: number;
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user_name?: string | null;
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user_initials?: string | null;
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billable?: boolean;
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}
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export interface InvoiceSubsection {
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key: string;
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label: string;
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billable: boolean;
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items: InvoiceLineItem[];
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subtotal: number;
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}
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export interface InvoiceCaseGroup {
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caseNumber: string;
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caseTitle: string;
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practiceArea?: string | null;
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items: InvoiceLineItem[];
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subtotal: number;
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/** Optional subsections (Billable Fees, Billable Expenses, Non-Billable Fees, Non-Billable Expenses).
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* When provided, the renderer groups items by subsection with a header and subtotal. */
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subsections?: InvoiceSubsection[];
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}
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export interface InvoicePdfInput {
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firm: {
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name?: string | null;
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address1?: string | null;
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address2?: string | null;
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city?: string | null;
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state?: string | null;
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postal?: string | null;
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email?: string | null;
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phone?: string | null;
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website?: string | null;
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footerNote?: string | null;
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logoDataUrl?: string | null;
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};
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client: {
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name: string;
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contact?: string | null;
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address1?: string | null;
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address2?: string | null;
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city?: string | null;
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state?: string | null;
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postal?: string | null;
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};
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invoice: {
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number: string;
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issueDate: string;
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dueDate?: string | null;
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status: string;
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notes?: string | null;
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matter?: string | null;
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caseNumber?: string | null;
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terms?: string | null;
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};
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groups: InvoiceCaseGroup[];
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totals: {
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subtotal: number;
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tax: number;
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total: number;
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paid: number;
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balance: number;
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taxRatePct?: number | null;
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feesAndExpenses?: number | null;
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alternateFees?: number | null;
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adjustments?: Array<{ description: string; amount: number }>;
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};
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}
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const fmtCurrency = (n: number) =>
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new Intl.NumberFormat("en-US", { style: "currency", currency: "USD" }).format(n || 0);
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const fmtDateShort = (s: string | null | undefined): string => {
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if (!s) return "—";
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const d = new Date(s);
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if (isNaN(d.getTime())) return "—";
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const mm = String(d.getMonth() + 1).padStart(2, "0");
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const dd = String(d.getDate()).padStart(2, "0");
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const yy = String(d.getFullYear()).slice(-2);
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return `${mm}/${dd}/${yy}`;
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};
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function setFont(
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pdf: jsPDF,
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opts: { bold?: boolean; italic?: boolean; size?: number; color?: [number, number, number]; family?: "helvetica" | "times" },
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) {
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let style: "normal" | "bold" | "italic" | "bolditalic" = "normal";
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if (opts.bold && opts.italic) style = "bolditalic";
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else if (opts.bold) style = "bold";
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else if (opts.italic) style = "italic";
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pdf.setFont(opts.family ?? "helvetica", style);
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pdf.setFontSize(opts.size ?? 10);
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if (opts.color) pdf.setTextColor(...opts.color);
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else pdf.setTextColor(20, 24, 32);
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}
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function wrap(pdf: jsPDF, text: string, maxWidth: number): string[] {
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if (!text) return [""];
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return pdf.splitTextToSize(text, maxWidth) as string[];
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}
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function detectImageFormat(dataUrl: string): "PNG" | "JPEG" | "WEBP" {
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const m = /^data:image\/(png|jpe?g|webp)/i.exec(dataUrl);
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if (!m) return "PNG";
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const t = m[1].toLowerCase();
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if (t === "jpg" || t === "jpeg") return "JPEG";
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if (t === "webp") return "WEBP";
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return "PNG";
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}
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async function imageNaturalSize(dataUrl: string): Promise<{ w: number; h: number } | null> {
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return new Promise((resolve) => {
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const img = new Image();
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img.onload = () => resolve({ w: img.naturalWidth || img.width, h: img.naturalHeight || img.height });
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img.onerror = () => resolve(null);
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img.src = dataUrl;
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});
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}
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// Palette
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const TEXT: [number, number, number] = [30, 38, 56]; // dark navy text
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const MUTED: [number, number, number] = [120, 128, 140];
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const RULE: [number, number, number] = [228, 232, 238];
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const HEADER_BG: [number, number, number] = [243, 245, 248];
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const ACCENT: [number, number, number] = [245, 158, 11]; // warm orange (smile)
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function drawSmileMark(pdf: jsPDF, cx: number, cy: number, size: number) {
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// Two checkmark ticks + a curved smile underneath, in accent color.
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pdf.setDrawColor(...ACCENT);
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pdf.setLineCap(1); // round
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pdf.setLineJoin(1);
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// Two checkmarks
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pdf.setLineWidth(size * 0.09);
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// first check
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pdf.lines(
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[
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[size * 0.22, size * 0.22],
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[size * 0.42, -size * 0.5],
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],
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cx - size * 0.55,
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cy - size * 0.05,
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);
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// second check
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pdf.lines(
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[
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[size * 0.22, size * 0.22],
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[size * 0.42, -size * 0.5],
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],
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cx - size * 0.2,
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cy - size * 0.05,
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);
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// Smile curve (open arc) — approximated with bezier
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pdf.setLineWidth(size * 0.1);
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// Draw using lines() with bezier control points: [cp1x, cp1y, cp2x, cp2y, ex, ey]
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pdf.lines(
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[
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[size * 0.2, size * 0.55, size * 0.7, size * 0.55, size * 0.95, 0],
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],
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cx - size * 0.5,
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cy + size * 0.2,
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[1, 1],
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"S",
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false,
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);
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// Arrow tip on the right end of smile
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pdf.setLineWidth(size * 0.09);
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pdf.lines(
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[
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[-size * 0.18, -size * 0.05],
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[size * 0.05, size * 0.18],
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],
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cx + size * 0.45,
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cy + size * 0.2,
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);
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}
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export async function downloadInvoicePdf(input: InvoicePdfInput, filename: string) {
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const pdf = new jsPDF({ unit: "pt", format: "letter" });
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let y = MARGIN;
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const ensure = (need: number) => {
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if (y + need > PAGE_H - MARGIN - 40) {
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drawPageFooter(pdf, input);
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pdf.addPage();
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y = MARGIN;
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}
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};
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// ===== Top: "Invoice" title (left) + logo or smile mark (right) =====
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setFont(pdf, { bold: true, size: 34, color: TEXT, family: "times" });
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pdf.text("Invoice", MARGIN, y + 28);
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// Right side: firm logo if available, else decorative smile mark
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if (input.firm.logoDataUrl) {
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const MAX_W = 110;
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const MAX_H = 60;
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const size = await imageNaturalSize(input.firm.logoDataUrl);
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let lw = MAX_W;
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let lh = MAX_H;
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if (size && size.w > 0 && size.h > 0) {
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const scale = Math.min(MAX_W / size.w, MAX_H / size.h, 1);
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lw = size.w * scale;
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lh = size.h * scale;
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}
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try {
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pdf.addImage(
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input.firm.logoDataUrl,
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detectImageFormat(input.firm.logoDataUrl),
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PAGE_W - MARGIN - lw,
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y,
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lw,
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lh,
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undefined,
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"FAST",
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);
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} catch {
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drawSmileMark(pdf, PAGE_W - MARGIN - 40, y + 18, 60);
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}
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} else {
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drawSmileMark(pdf, PAGE_W - MARGIN - 40, y + 18, 60);
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}
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y += 70;
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// ===== FROM / TO / Info panel =====
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// Three columns: FROM, TO, and a key-value info card on the right
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const colW = (CONTENT_W - 20) / 3;
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const fromX = MARGIN;
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const toX = MARGIN + colW + 10;
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const infoX = MARGIN + colW * 2 + 20;
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const infoW = CONTENT_W - (colW * 2 + 20);
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// FROM
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setFont(pdf, { bold: true, size: 8, color: MUTED });
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pdf.text("FROM:", fromX, y);
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setFont(pdf, { bold: true, size: 12, color: TEXT });
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pdf.text(input.firm.name || "Firm", fromX, y + 14);
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setFont(pdf, { size: 9, color: TEXT });
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let fy = y + 28;
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const firmLines = [
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input.firm.address1,
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input.firm.address2,
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[input.firm.city, input.firm.state, input.firm.postal].filter(Boolean).join(", "),
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input.firm.phone,
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input.firm.email,
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input.firm.website,
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].filter((l): l is string => !!l && l.trim().length > 0);
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for (const l of firmLines) {
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pdf.text(l, fromX, fy);
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fy += 11;
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}
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// TO
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setFont(pdf, { bold: true, size: 8, color: MUTED });
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pdf.text("TO:", toX, y);
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setFont(pdf, { bold: true, size: 12, color: TEXT });
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pdf.text(input.client.name, toX, y + 14);
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setFont(pdf, { size: 9, color: TEXT });
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let ty = y + 28;
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const clientLines = [
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input.client.contact,
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input.client.address1,
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input.client.address2,
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[input.client.city, input.client.state, input.client.postal].filter(Boolean).join(", "),
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].filter((l): l is string => !!l && l.trim().length > 0);
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for (const l of clientLines) {
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pdf.text(l, toX, ty);
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ty += 11;
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}
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// Info card (right) — key/value rows.
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// "Case No." is shown directly under the invoice number for quick reference.
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const infoRows: Array<[string, string]> = [
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["Inv. Number", input.invoice.number],
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];
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if (input.invoice.caseNumber) infoRows.push(["Case No.", input.invoice.caseNumber]);
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infoRows.push(["Date of Issue", formatDate(input.invoice.issueDate)]);
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if (input.invoice.terms) infoRows.push(["Terms", input.invoice.terms]);
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if (input.invoice.dueDate) infoRows.push(["Date Due", formatDate(input.invoice.dueDate)]);
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const rowH = 18;
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const infoTop = y - 4;
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const infoH = rowH * infoRows.length;
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// background card
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pdf.setFillColor(...HEADER_BG);
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pdf.rect(infoX, infoTop, infoW, infoH, "F");
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let iy = infoTop + 12;
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infoRows.forEach((row, idx) => {
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setFont(pdf, { size: 9, color: MUTED });
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pdf.text(row[0], infoX + 10, iy);
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setFont(pdf, { size: 9.5, bold: true, color: TEXT });
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const w = pdf.getTextWidth(row[1]);
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pdf.text(row[1], infoX + infoW - 10 - w, iy);
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if (idx < infoRows.length - 1) {
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pdf.setDrawColor(...RULE);
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pdf.setLineWidth(0.5);
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pdf.line(infoX + 10, iy + 6, infoX + infoW - 10, iy + 6);
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}
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iy += rowH;
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});
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y = Math.max(fy, ty, infoTop + infoH) + 24;
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// ===== FEES & EXPENSES section =====
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setFont(pdf, { bold: true, size: 9, color: TEXT });
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pdf.text("FEES & EXPENSES", MARGIN, y);
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y += 10;
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// Column geometry for fees table.
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// Layout (left → right):
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// DATE | TYPE | DESCRIPTION | QTY | RATE | TAX | TOTAL
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const colDateX = MARGIN + 8; // date left edge
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const colKindX = MARGIN + 70; // type label left edge
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const colDescX = MARGIN + 120; // description left edge
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const colQtyR = MARGIN + 360; // qty right edge
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const colRateR = MARGIN + 415; // rate right edge
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const colTaxR = MARGIN + 460; // tax right edge
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const colAmtX = PAGE_W - MARGIN - 8; // total right edge
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const drawColHeaders = () => {
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pdf.setFillColor(...HEADER_BG);
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pdf.rect(MARGIN, y, CONTENT_W, 22, "F");
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setFont(pdf, { bold: true, size: 8, color: TEXT });
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pdf.text("DATE", colDateX, y + 14);
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pdf.text("TYPE", colKindX, y + 14);
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pdf.text("DESCRIPTION", colDescX, y + 14);
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const qW = pdf.getTextWidth("QTY");
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pdf.text("QTY", colQtyR - qW, y + 14);
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const rW = pdf.getTextWidth("RATE");
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pdf.text("RATE", colRateR - rW, y + 14);
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const tW = pdf.getTextWidth("TAX");
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pdf.text("TAX", colTaxR - tW, y + 14);
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const totW = pdf.getTextWidth("TOTAL");
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pdf.text("TOTAL", colAmtX - totW, y + 14);
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y += 22;
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};
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const drawCaseHeader = (g: InvoiceCaseGroup) => {
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ensure(28);
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pdf.setFillColor(248, 250, 253);
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pdf.rect(MARGIN, y, CONTENT_W, 20, "F");
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setFont(pdf, { bold: true, size: 9.5, color: TEXT });
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const titleText = `${g.caseTitle}`;
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pdf.text(titleText, MARGIN + 8, y + 13);
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setFont(pdf, { size: 8, color: MUTED });
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const meta = [g.caseNumber, g.practiceArea].filter(Boolean).join(" · ");
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if (meta) {
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const metaW = pdf.getTextWidth(meta);
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pdf.text(meta, PAGE_W - MARGIN - 8 - metaW, y + 13);
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}
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y += 20;
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pdf.setDrawColor(...RULE);
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pdf.setLineWidth(0.4);
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pdf.line(MARGIN, y, PAGE_W - MARGIN, y);
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};
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drawColHeaders();
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const taxRate = (input.totals.taxRatePct ?? 0) / 100;
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const multipleCases = input.groups.length > 1;
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for (const g of input.groups) {
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// Always show the case name above its charges (per-case subtotal only when >1 case).
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drawCaseHeader(g);
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for (const item of g.items) {
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const isNonBillable = item.billable === false;
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const descMaxW = colQtyR - colDescX - 14;
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const descLines = wrap(pdf, item.description || (item.kind === "expense" ? "Expense" : ""), descMaxW);
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const lineHeight = 12;
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// Reserve enough vertical space: description lines + room for staff name under date.
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const blockH = Math.max(lineHeight * descLines.length + 14, item.user_name ? 32 : 26);
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ensure(blockH + 4);
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// Date + staff name
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setFont(pdf, { size: 9, color: TEXT });
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pdf.text(fmtDateShort(item.work_date), colDateX, y + 12);
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if (item.user_name) {
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setFont(pdf, { size: 7.5, color: MUTED });
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const nameLines = wrap(pdf, item.user_name, colKindX - colDateX - 4);
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pdf.text(nameLines[0], colDateX, y + 23);
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}
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// Type label (Fee / Expense)
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setFont(pdf, { size: 9, color: MUTED });
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const kindLabel =
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item.kind === "expense" ? "Expense" : item.kind === "time" ? "Fee" : item.kind === "manual" ? "Fee" : item.kind;
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pdf.text(kindLabel, colKindX, y + 12);
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// Description
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setFont(pdf, { size: 9, color: isNonBillable ? MUTED : TEXT, italic: isNonBillable });
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let dy = y + 12;
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for (const dl of descLines) {
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pdf.text(dl, colDescX, dy);
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dy += lineHeight;
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}
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// Qty (right-aligned). For expenses (qty=1, no hours concept) show "—".
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setFont(pdf, { size: 9, color: TEXT });
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const qtyText =
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item.kind === "expense"
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? "—"
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: Number(item.quantity).toFixed(2);
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const qW = pdf.getTextWidth(qtyText);
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pdf.text(qtyText, colQtyR - qW, y + 12);
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// Rate (right-aligned)
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const rateText = fmtCurrency(item.rate);
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const rW = pdf.getTextWidth(rateText);
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pdf.text(rateText, colRateR - rW, y + 12);
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// Tax per line
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const lineTax = isNonBillable ? 0 : item.amount * taxRate;
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const taxText = fmtCurrency(lineTax);
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const taxW = pdf.getTextWidth(taxText);
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pdf.text(taxText, colTaxR - taxW, y + 12);
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// Total (amount + tax)
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const lineTotal = isNonBillable ? 0 : item.amount + lineTax;
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const amt = isNonBillable ? "—" : fmtCurrency(lineTotal);
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setFont(pdf, { size: 9, bold: true, color: TEXT });
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const aw = pdf.getTextWidth(amt);
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pdf.text(amt, colAmtX - aw, y + 12);
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y += blockH;
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pdf.setDrawColor(...RULE);
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pdf.setLineWidth(0.4);
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pdf.line(MARGIN, y, PAGE_W - MARGIN, y);
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}
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// Per-case subtotal when there are multiple cases
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if (multipleCases) {
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ensure(22);
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setFont(pdf, { bold: true, size: 9, color: TEXT });
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const label = `Subtotal — ${g.caseNumber}`;
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pdf.text(label, colDescX, y + 14);
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const subText = fmtCurrency(g.subtotal);
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const sw = pdf.getTextWidth(subText);
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pdf.text(subText, colAmtX - sw, y + 14);
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y += 20;
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pdf.setDrawColor(...RULE);
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pdf.setLineWidth(0.6);
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pdf.line(MARGIN, y, PAGE_W - MARGIN, y);
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y += 6;
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}
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}
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||
y += 20;
|
||
|
||
// ===== ADJUSTMENTS section =====
|
||
const adjustments = input.totals.adjustments ?? [];
|
||
if (input.totals.paid > 0 || adjustments.length > 0) {
|
||
ensure(80);
|
||
setFont(pdf, { bold: true, size: 9, color: TEXT });
|
||
pdf.text("ADJUSTMENTS", MARGIN, y);
|
||
y += 10;
|
||
|
||
pdf.setFillColor(...HEADER_BG);
|
||
pdf.rect(MARGIN, y, CONTENT_W, 22, "F");
|
||
setFont(pdf, { bold: true, size: 8, color: TEXT });
|
||
pdf.text("DESCRIPTION", colDateX, y + 14);
|
||
const amtH = pdf.getTextWidth("AMOUNT");
|
||
pdf.text("AMOUNT", colAmtX - amtH, y + 14);
|
||
y += 22;
|
||
|
||
const drawAdj = (desc: string, amount: number) => {
|
||
ensure(20);
|
||
setFont(pdf, { size: 9, color: TEXT });
|
||
pdf.text(desc, colDateX, y + 12);
|
||
const txt = amount < 0 ? `−${fmtCurrency(Math.abs(amount))}` : fmtCurrency(amount);
|
||
const w = pdf.getTextWidth(txt);
|
||
pdf.text(txt, colAmtX - w, y + 12);
|
||
y += 20;
|
||
pdf.setDrawColor(...RULE);
|
||
pdf.setLineWidth(0.4);
|
||
pdf.line(MARGIN, y, PAGE_W - MARGIN, y);
|
||
};
|
||
|
||
for (const a of adjustments) drawAdj(a.description, a.amount);
|
||
if (input.totals.paid > 0) drawAdj("Client Funds Applied", -input.totals.paid);
|
||
}
|
||
|
||
// ===== Totals (right-aligned card, no shading, just rules) =====
|
||
ensure(140);
|
||
y += 18;
|
||
|
||
const totalsX = PAGE_W - MARGIN - 260;
|
||
const totalsW = 260;
|
||
|
||
const drawTotalRow = (
|
||
label: string,
|
||
value: string,
|
||
opts?: { bold?: boolean; size?: number; color?: [number, number, number]; emphasize?: boolean },
|
||
) => {
|
||
setFont(pdf, { size: opts?.size ?? 10, bold: opts?.bold, color: opts?.color ?? TEXT });
|
||
pdf.text(label, totalsX + 10, y + 12);
|
||
const w = pdf.getTextWidth(value);
|
||
pdf.text(value, totalsX + totalsW - 10 - w, y + 12);
|
||
y += 22;
|
||
pdf.setDrawColor(...RULE);
|
||
pdf.setLineWidth(0.4);
|
||
pdf.line(totalsX, y, totalsX + totalsW, y);
|
||
};
|
||
|
||
// Top rule
|
||
pdf.setDrawColor(...RULE);
|
||
pdf.setLineWidth(0.4);
|
||
pdf.line(totalsX, y, totalsX + totalsW, y);
|
||
|
||
drawTotalRow("Fees & Expenses", fmtCurrency(input.totals.feesAndExpenses ?? input.totals.subtotal));
|
||
if (input.totals.alternateFees && input.totals.alternateFees > 0) {
|
||
drawTotalRow("Alternate Fees", fmtCurrency(input.totals.alternateFees));
|
||
}
|
||
if (input.totals.tax > 0) {
|
||
const ratePart = input.totals.taxRatePct ? ` (${input.totals.taxRatePct.toFixed(2)}%)` : "";
|
||
drawTotalRow(`Tax: State${ratePart}`, fmtCurrency(input.totals.tax));
|
||
}
|
||
if (input.totals.paid > 0) {
|
||
drawTotalRow("Funds Applied", `−${fmtCurrency(input.totals.paid)}`);
|
||
}
|
||
drawTotalRow("Total", fmtCurrency(input.totals.balance > 0 ? input.totals.balance : input.totals.total), {
|
||
bold: true,
|
||
size: 12,
|
||
color: TEXT,
|
||
});
|
||
|
||
// ===== Notes =====
|
||
if (input.invoice.notes) {
|
||
ensure(40);
|
||
y += 18;
|
||
setFont(pdf, { bold: true, size: 9, color: TEXT });
|
||
pdf.text("NOTES", MARGIN, y);
|
||
y += 12;
|
||
setFont(pdf, { size: 9, color: TEXT });
|
||
const lines = wrap(pdf, input.invoice.notes, CONTENT_W);
|
||
for (const l of lines) {
|
||
ensure(12);
|
||
pdf.text(l, MARGIN, y);
|
||
y += 12;
|
||
}
|
||
}
|
||
|
||
// Footer on every page
|
||
drawPageFooter(pdf, input);
|
||
const total = pdf.getNumberOfPages();
|
||
for (let i = 1; i <= total; i++) {
|
||
pdf.setPage(i);
|
||
setFont(pdf, { size: 8, color: MUTED });
|
||
const pageTxt = `Page ${i} of ${total}`;
|
||
const w = pdf.getTextWidth(pageTxt);
|
||
pdf.text(pageTxt, PAGE_W - MARGIN - w, PAGE_H - 22);
|
||
}
|
||
|
||
pdf.save(filename.endsWith(".pdf") ? filename : `${filename}.pdf`);
|
||
}
|
||
|
||
function drawPageFooter(pdf: jsPDF, input: InvoicePdfInput) {
|
||
pdf.setDrawColor(...RULE);
|
||
pdf.setLineWidth(0.5);
|
||
pdf.line(MARGIN, PAGE_H - 36, PAGE_W - MARGIN, PAGE_H - 36);
|
||
pdf.setFont("helvetica", "italic");
|
||
pdf.setFontSize(8);
|
||
pdf.setTextColor(...MUTED);
|
||
const note = input.firm.footerNote || `Thank you for your business. Please remit payment to ${input.firm.name || "us"}.`;
|
||
pdf.text(note, MARGIN, PAGE_H - 22);
|
||
}
|