Создание PDF генератора счетов в .NET

Категория: PDFOffice

2 июля 2021

Достаточно часто возникает задача создать счет в формате PDF документа. Обычно документ, который представляет счет содержит сложную разметку: шапка с логотипом и информацией о компании, информацию о продавце и покупателе, таблица с позициями заказа, подвал с дополнительной информацией.

PDF документ - это векторный документ, который не имеет функционала размещения контента. Можно написать программный код, который нарисует разметку документа на PDF странице с помощью векторной графики, но это будет сложный код и на его создание потребуется много времени.

Сложную задачу можно упростить, если задачу разделить на 2 части:
1. Создать шаблон документа в текстовом редакторе.
2. Написать программный код, который заполнит шаблон динамическими данными.

DOCX документ хранит контент в виде разметки и поэтому DOCX документ может быть использован для создания шаблона для счета любой сложности.
Версия 10.1 VintaSoft Imaging .NET SDK позволяет программно редактировать существующие DOCX и XLSX документы.
Используя данный функционал можно создать легко настраиваемый и простой в реализации генератор счетов в формате PDF документов.

Генератор счетов будет состоять из двух основных частей:

Преимуществом создания генератора счетов на базе шаблона DOCX документа являются:

Подробнее о программном редактировании DOCX документов можно прочитать здесь.


Для того чтобы создать генератор счетов, который генерирует счет в формате PDF документа, необходимо выполнить следующие действия:
1. Используя MS Word создать шаблон счета Invoice_template.docx который будет содержать всю статическую разметку счета.
2. В приложении используя класс DocxDocumentEditor реализовать заполнение динамических данных счета.

Вот код который выполняет создание счета и сохраняет его в PDF документ:
// The project, which uses this code, must have references to the following assemblies:
// - Vintasoft.Imaging
// - Vintasoft.Imaging.Office.OpenXml
// - Vintasoft.Imaging.Pdf
// - Vintasoft.Barcode

/// <summary>
/// Generates invoice, which is based on DOCX document template.
/// </summary>
public static void GenerateInvoiceUseDocxTemplate()
{
    // create DOCX document editor and use file "Invoice_template.docx" as document template
    using (Vintasoft.Imaging.Office.OpenXml.Editor.DocxDocumentEditor editor =
        new Vintasoft.Imaging.Office.OpenXml.Editor.DocxDocumentEditor("Invoice_template.docx"))
    {
        // generate test invoice data with 30 items
        InvoiceData testData = GetTestData(30);

        // fill invoice data
        FillInvoiceData(editor, testData);

        // save invoice to a DOCX document if necessary
        //editor.Save("Invoice.docx");

        // export invoice to a PDF document
        editor.Export("Invoice_docx.pdf");
    }
}

/// <summary>
/// Fills the invoice data using DOCX document editor.
/// </summary>
/// <param name="documentEditor">The DOCX document editor.</param>
/// <param name="invoiceData">The invoice data.</param>
private static void FillInvoiceData(
    Vintasoft.Imaging.Office.OpenXml.Editor.DocxDocumentEditor documentEditor,
    InvoiceData invoiceData)
{
    // create QR code image 200x200 px
    using (Vintasoft.Imaging.VintasoftImage qrCodeImage = invoiceData.GetBarcodeImage(200))
    {
        // set barcode image to the image element at index 1
        documentEditor.Images[1].SetImage(qrCodeImage);
    }

    // fill the document header
    documentEditor.Body["[company_name]"] = invoiceData.Company.CompanyName;
    documentEditor.Body["[company_address]"] = invoiceData.Company.Address;
    documentEditor.Body["[company_city]"] = invoiceData.Company.City;
    documentEditor.Body["[company_phone]"] = invoiceData.Company.GetPhones();
    documentEditor.Body["[invoice_number]"] = invoiceData.InvoiceNumber;
    documentEditor.Body["[invoice_date]"] = System.DateTime.Now.ToShortDateString();

    // get all tables of document
    Vintasoft.Imaging.Office.OpenXml.Editor.OpenXmlDocumentTable[] tables = documentEditor.Tables;

    // fill the "Customer Information" table
    Vintasoft.Imaging.Office.OpenXml.Editor.OpenXmlDocumentTable customerInformationTable = tables[0];
    SetCompanyInformation(customerInformationTable, "billing", invoiceData.BillingAddress);
    SetCompanyInformation(customerInformationTable, "shipping", invoiceData.ShippingAddress);

    // fill the "Shipping Method" table
    Vintasoft.Imaging.Office.OpenXml.Editor.OpenXmlDocumentTable shippingMethodTable = tables[1];
    shippingMethodTable["[shipping_method]"] = invoiceData.ShippingMethod;

    // fill the "Order Information" table
    Vintasoft.Imaging.Office.OpenXml.Editor.OpenXmlDocumentTable orderInformationTable = tables[2];
    Vintasoft.Imaging.Office.OpenXml.Editor.OpenXmlDocumentTableRow templateRow = orderInformationTable[1];
    int orderItemNumber = 1;
    // for each item in invoice
    foreach (InvoiceItem orderItem in invoiceData.OrderItems)
    {
        // copy template row and insert copy after template row
        Vintasoft.Imaging.Office.OpenXml.Editor.OpenXmlDocumentTableRow currentRow = templateRow;
        templateRow = (Vintasoft.Imaging.Office.OpenXml.Editor.OpenXmlDocumentTableRow)templateRow.InsertCopyAfterSelf();

        // fill data of current row
        currentRow["[p_n]"] = orderItemNumber.ToString();
        currentRow["[p_description]"] = orderItem.Product;
        currentRow["[p_qty]"] = orderItem.Quantity.ToString();
        currentRow["[p_unit_price]"] = invoiceData.GetPriceAsString(orderItem.Price);
        currentRow["[p_price_total]"] = invoiceData.GetPriceAsString(orderItem.TotalPrice);

        orderItemNumber++;
    }
    // remove template row
    templateRow.Remove();

    // fill order information summary fields
    orderInformationTable["[subtotal]"] = invoiceData.GetPriceAsString(invoiceData.Subtotal);
    orderInformationTable["[tax]"] = invoiceData.GetPriceAsString(invoiceData.Tax);
    orderInformationTable["[shipping]"] = invoiceData.GetPriceAsString(invoiceData.Shipping);
    orderInformationTable["[grand_total]"] = invoiceData.GetPriceAsString(invoiceData.GrandTotal);

    // fill the "Notes" table
    Vintasoft.Imaging.Office.OpenXml.Editor.OpenXmlDocumentTable notesTable = tables[3];
    notesTable["[date]"] = System.DateTime.Now.ToShortDateString();
    notesTable["[time]"] = System.DateTime.Now.ToLongTimeString();
}

/// <summary>
/// Sets the company information.
/// </summary>
/// <param name="table">The table.</param>
/// <param name="fieldName">Name of the field.</param>
/// <param name="company">The company.</param>
private static void SetCompanyInformation(
    Vintasoft.Imaging.Office.OpenXml.Editor.OpenXmlDocumentTable table, 
    string fieldName, 
    Company company)
{
    string fieldFormat = string.Format("[{0}_{1}]", fieldName, "{0}");
    table[string.Format(fieldFormat, "company")] = company.CompanyName;
    table[string.Format(fieldFormat, "name")] = company.Name;
    table[string.Format(fieldFormat, "address")] = company.Address;
    table[string.Format(fieldFormat, "phone")] = company.GetPhones();
    table[string.Format(fieldFormat, "city")] = company.City;
}

Следующий код выполняет создание тестовых данных для генератора счета:
/// <summary>
/// Returns the invoice test data.
/// </summary>
/// <returns>The invoice test data.</returns>
public static InvoiceData GetTestData(int orderItemsCount)
{
    Company vintasoftCompany = new Company();
    vintasoftCompany.CompanyName = "VintaSoft Ltd.";
    vintasoftCompany.Address = "M.Nagibina Ave. 33a/47";
    vintasoftCompany.City = "Rostov-on-Don, 344068, Russia";
    vintasoftCompany.Phones.Add("+78632924297");
    vintasoftCompany.Phones.Add("+78632924322 (fax)");

    Company billingCompany = new Company();
    billingCompany.CompanyName = "Billing Global Company Inc.";
    billingCompany.Name = "Mr. Q";
    billingCompany.Address = "Address1";
    billingCompany.City = "City1";
    billingCompany.Phones.Add("9876543210");
    billingCompany.Phones.Add("7654321098 (fax)");

    Company shipingCompany = new Company();
    shipingCompany.CompanyName = "Shipping Global Company Inc.";
    shipingCompany.Name = "Mr. Z";
    shipingCompany.Address = "Address2";
    shipingCompany.City = "City2";
    shipingCompany.Phones.Add("1122334455");
    shipingCompany.Phones.Add("5544332211 (fax)");

    InvoiceData data = new InvoiceData();

    System.Random random = new System.Random();
    data.InvoiceNumber = string.Format("{0}-{1}", random.Next(100000, 999999), random.Next(0, 9));

    data.Company = vintasoftCompany;
    data.BillingAddress = billingCompany;
    data.ShippingAddress = shipingCompany;

    InvoiceItem[] availableProducts = new InvoiceItem[] {
        new InvoiceItem("VintaSoft Imaging .NET SDK, Site license for Desktop PCs", 659.95f),
        new InvoiceItem("VintaSoft Annotation .NET Plug-in, Site license for Desktop PCs", 449.95f),
        new InvoiceItem("VintaSoft Office .NET Plug-in, Site license for Desktop PCs", 569.95f),
        new InvoiceItem("VintaSoft PDF .NET Plug-in (Reader+Writer), Site license for Desktop PCs", 1499.95f),
        new InvoiceItem("VintaSoft PDF .NET Plug-in (Reader+Writer+VisualEditor), Site license for Desktop PCs", 2999.95f),
        new InvoiceItem("VintaSoft JBIG2 .NET Plug-in, Site license for Desktop PCs", 1139.95f),
        new InvoiceItem("VintaSoft JPEG2000 .NET Plug-in, Site license for Desktop PCs", 689.95f),
        new InvoiceItem("VintaSoft Document Cleaup .NET Plug-in, Site license for Desktop PCs", 569.95f),
        new InvoiceItem("VintaSoft OCR .NET Plug-in, Site license for Desktop PCs", 509.95f),
        new InvoiceItem("VintaSoft DICOM .NET Plug-in (Codec+MPR), Site license for Desktop PCs", 1199.95f),
        new InvoiceItem("VintaSoft Forms Processing .NET Plug-in, Site license for Desktop PCs", 509.95f),
        new InvoiceItem("VintaSoft Barcode .NET SDK (1D+2D Reader+Writer), Site license for Desktop PCs", 1379.95f),
        new InvoiceItem("VintaSoft Twain .NET SDK, Site license", 539.95f)
    };

    for (int i = 0; i < orderItemsCount; i++)
    {
        int quantity = 1 + random.Next(10);
        int index = random.Next(availableProducts.Length - 1);
        data.OrderItems.Add(new InvoiceItem(availableProducts[index], quantity));
    }

    return data;
}

/// <summary>
/// Represents an information about company.
/// </summary>
public class Company
{

    /// <summary>
    /// The company name.
    /// </summary>
    public string CompanyName;

    /// <summary>
    /// The person name.
    /// </summary>
    public string Name;

    /// <summary>
    /// The company location city.
    /// </summary>
    public string City;

    /// <summary>
    /// The company location adress.
    /// </summary>
    public string Address;

    /// <summary>
    /// The company phone numbers.
    /// </summary>
    public System.Collections.Generic.List<string> Phones = new System.Collections.Generic.List<string>();



    /// <summary>
    /// Returns the phone numbers.
    /// </summary>
    public string GetPhones()
    {
        if (Phones.Count == 1)
            return Phones[0];
        System.Text.StringBuilder result = new System.Text.StringBuilder();
        for (int i = 0; i < Phones.Count - 1; i++)
        {
            result.Append(Phones[i]);
            result.Append(", ");
        }
        result.Append(Phones[Phones.Count - 1]);
        return result.ToString();
    }

}

/// <summary>
/// Represents an invoice order item.
/// </summary>
public class InvoiceItem
{

    /// <summary>
    /// Initializes a new instance of the <see cref="InvoiceItem"/> class.
    /// </summary>
    /// <param name="product">The product name.</param>
    /// <param name="price">The product price.</param>
    public InvoiceItem(string product, float price)
    {
        Product = product;
        Quantity = 1;
        Price = price;
    }

    /// <summary>
    /// Initializes a new instance of the <see cref="InvoiceItem"/> class.
    /// </summary>
    /// <param name="source">The source <see cref="InvoiceItem"/>.</param>
    /// <param name="quantity">The product quantity.</param>
    public InvoiceItem(InvoiceItem source, float quantity)
    {
        Product = source.Product;
        Price = source.Price;
        Quantity = quantity;
    }



    /// <summary>
    /// The product name.
    /// </summary>
    public string Product;

    /// <summary>
    /// The product quantity.
    /// </summary>
    public float Quantity;

    /// <summary>
    /// The product price.
    /// </summary>
    public float Price;



    /// <summary>
    /// Gets the product total price.
    /// </summary>
    public float TotalPrice
    {
        get
        {
            return Price * Quantity;
        }
    }

}

/// <summary>
/// Represents an invoice data.
/// </summary>
public class InvoiceData
{

    /// <summary>
    /// The list of order items.
    /// </summary>
    public System.Collections.Generic.List<InvoiceItem> OrderItems = new System.Collections.Generic.List<InvoiceItem>();

    /// <summary>
    /// The invoice number.
    /// </summary>
    public string InvoiceNumber;

    /// <summary>
    /// The shipping method.
    /// </summary>
    public string ShippingMethod = "Email";

    /// <summary>
    /// The company billing address.
    /// </summary>
    public Company BillingAddress = new Company();

    /// <summary>
    /// The company shipping address.
    /// </summary>
    public Company ShippingAddress = new Company();

    /// <summary>
    /// The object that represents information about the company.
    /// </summary>
    public Company Company = new Company();

    /// <summary>
    /// The currency to be used in the invoice.
    /// </summary>
    public string Currency = "EUR";

    /// <summary>
    /// Gets or sets the tax value.
    /// </summary>
    public float Tax = 0;

    /// <summary>
    /// Gets or sets the shipping price.
    /// </summary>
    public float Shipping = 0;



    /// <summary>
    /// Gets the subtotal value.
    /// </summary>
    public float Subtotal
    {
        get
        {
            float value = 0;
            for (int i = 0; i < OrderItems.Count; i++)
                value += OrderItems[i].TotalPrice;
            return value;
        }
    }


    /// <summary>
    /// Gets the grandtotal value.
    /// </summary>
    public float GrandTotal
    {
        get
        {
            return Subtotal + Shipping + Tax;
        }
    }



    /// <summary>
    /// Returns the price as a string.
    /// </summary>
    /// <param name="price">The price.</param>
    /// <returns>The price in string representation.</returns>
    public string GetPriceAsString(float price)
    {
        return string.Format("{0} {1}", price.ToString("f2", System.Globalization.CultureInfo.InvariantCulture), Currency);
    }

    /// <summary>
    /// Creates the QR code image.
    /// </summary>
    /// <param name="size">The barcode size.</param>
    /// <returns>An instance o f<see cref="Vintasoft.Imaging.VintasoftImage"/> class that contains QR code image.</returns>
    public Vintasoft.Imaging.VintasoftImage GetBarcodeImage(int size)
    {
        Vintasoft.Barcode.BarcodeWriter writer = new Vintasoft.Barcode.BarcodeWriter();

        writer.Settings.Barcode = Vintasoft.Barcode.BarcodeType.QR;

        writer.Settings.Value = string.Format("INVOICE={0};TOTAL={1}", InvoiceNumber, GetPriceAsString(GrandTotal));

        writer.Settings.SetWidth(size);

        Vintasoft.Imaging.VintasoftImage result = 
            new Vintasoft.Imaging.VintasoftImage(writer.GetBarcodeAsBitmap(), true);
        result.Crop(new System.Drawing.Rectangle(0, 0, result.Width, result.Width));

        return result;
    }
}

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