Financial Reports PDF API

// statements/generate-account-statement.ts
import { readFileSync } from "fs";

const PDFPIPE_KEY = process.env.PDFPIPE_KEY!;
const PDFPIPE_URL = "https://api.pdfpipe.xyz/v1/pdf";

type Transaction = {
  date: string;
  description: string;
  debit: string;
  credit: string;
  balance: string;
};

type AccountData = {
  accountId: string;
  accountNumber: string;
  accountHolder: string;
  statementPeriod: string;
  openingBalance: string;
  closingBalance: string;
  totalDebits: string;
  totalCredits: string;
  transactions: Transaction[];
};

function buildStatementHtml(account: AccountData): string {
  const rows = account.transactions
    .map(
      (tx, i) => `
      <tr class="${i % 2 === 0 ? "row-even" : "row-odd"}">
        <td>${tx.date}</td>
        <td>${tx.description}</td>
        <td class="num">${tx.debit || ""}</td>
        <td class="num">${tx.credit || ""}</td>
        <td class="num bold">${tx.balance}</td>
      </tr>`
    )
    .join("");

  return `<!DOCTYPE html>
<html>
<head>
<style>
  body { font-family: 'Inter', sans-serif; color: #1a1a1a; margin: 0; padding: 48px 56px; }
  .header { display: flex; justify-content: space-between; align-items: flex-start; margin-bottom: 40px; }
  .brand { font-size: 22px; font-weight: 700; color: #d23a1d; }
  .period { font-size: 13px; color: #666; text-align: right; }
  h1 { font-size: 18px; font-weight: 600; margin-bottom: 24px; }
  .summary { display: grid; grid-template-columns: 1fr 1fr; gap: 12px; margin-bottom: 32px; }
  .metric { background: #f9f9f9; padding: 14px 18px; }
  .metric-label { font-size: 11px; text-transform: uppercase; letter-spacing: 0.07em; color: #999; margin-bottom: 4px; }
  .metric-value { font-size: 17px; font-weight: 600; font-family: 'IBM Plex Mono', monospace; color: #1a1a1a; }
  /* Chart placeholder from a separate chart rendering service */
  .chart-placeholder { width: 100%; height: 160px; object-fit: cover; margin-bottom: 32px; border: 1px solid #e5e5e5; }
  table { width: 100%; border-collapse: collapse; font-size: 13px; }
  thead tr { border-bottom: 2px solid #1a1a1a; }
  th { text-align: left; padding: 8px 10px 10px; font-size: 11px; text-transform: uppercase;
       letter-spacing: 0.07em; color: #999; }
  th.num, td.num { text-align: right; font-family: 'IBM Plex Mono', monospace; }
  td { padding: 10px; border-bottom: 1px solid #f0f0f0; }
  .row-even { background: #fff; }
  .row-odd  { background: #f9f9f9; }
  .bold { font-weight: 600; }
  @page { margin: 0; size: A4; }
</style>
</head>
<body>
  <div class="header">
    <div class="brand">Acme Finance</div>
    <div class="period">
      Account: ${account.accountNumber}<br/>
      ${account.statementPeriod}
    </div>
  </div>

  <h1>Account Statement: ${account.accountHolder}</h1>

  <div class="summary">
    <div class="metric">
      <div class="metric-label">Opening Balance</div>
      <div class="metric-value">${account.openingBalance}</div>
    </div>
    <div class="metric">
      <div class="metric-label">Closing Balance</div>
      <div class="metric-value">${account.closingBalance}</div>
    </div>
    <div class="metric">
      <div class="metric-label">Total Debits</div>
      <div class="metric-value">${account.totalDebits}</div>
    </div>
    <div class="metric">
      <div class="metric-label">Total Credits</div>
      <div class="metric-value">${account.totalCredits}</div>
    </div>
  </div>

  <!-- Balance trend chart from your chart service, rendered as a static image -->
  <img
    class="chart-placeholder"
    src="https://charts.example.com/balance-trend?account=${account.accountId}&period=monthly"
    alt="Balance trend"
  />

  <table>
    <thead>
      <tr>
        <th>Date</th>
        <th>Description</th>
        <th class="num">Debit</th>
        <th class="num">Credit</th>
        <th class="num">Balance</th>
      </tr>
    </thead>
    <tbody>
      ${rows}
    </tbody>
  </table>
</body>
</html>`;
}

export async function generateAccountStatement(account: AccountData): Promise<string> {
  const html = buildStatementHtml(account);

  const res = await fetch(PDFPIPE_URL, {
    method: "POST",
    headers: {
      Authorization: `Bearer ${PDFPIPE_KEY}`,
      "Content-Type": "application/json",
    },
    body: JSON.stringify({
      html,
      filename: `statement-${account.accountId}-${account.statementPeriod.replace(/\s/g, "-")}.pdf`,
      store: true,
      options: { format: "A4" },
    }),
  });

  const { document_url } = await res.json();
  return document_url;
}

# reports/batch_quarterly.py
# End-of-quarter: generate a PDF report for every active account in one batch call.
import os
import asyncio
import httpx
from datetime import date

PDFPIPE_KEY = os.environ["PDFPIPE_KEY"]
BATCH_URL = "https://api.pdfpipe.xyz/v1/pdf/batch"

def build_report_html(account: dict, quarter: str) -> str:
    """
    Render a quarterly P&L / portfolio summary for one account.
    Replace the template body with your real Jinja2 or string-format template.
    """
    rows = "".join(
        f'<tr class="{"even" if i % 2 == 0 else "odd"}">'
        f'<td>{line["category"]}</td>'
        f'<td class="num">{line["q_prev"]}</td>'
        f'<td class="num">{line["q_curr"]}</td>'
        f'<td class="num {"pos" if line["change"] >= 0 else "neg"}">'
        f'{line["change_pct"]}</td></tr>'
        for i, line in enumerate(account["line_items"])
    )

    return f"""<!DOCTYPE html>
<html>
<head>
<style>
  body {{ font-family: 'Inter', sans-serif; color: #1a1a1a; padding: 48px 56px; }}
  h1 {{ font-size: 20px; font-weight: 700; }}
  table {{ width: 100%; border-collapse: collapse; font-size: 13px; margin-top: 24px; }}
  th {{ text-align: left; padding: 8px 10px; font-size: 11px; text-transform: uppercase;
        letter-spacing: 0.06em; color: #999; border-bottom: 2px solid #1a1a1a; }}
  td {{ padding: 10px; border-bottom: 1px solid #f0f0f0; }}
  .num {{ text-align: right; font-family: 'IBM Plex Mono', monospace; }}
  .even {{ background: #fff; }} .odd {{ background: #f9f9f9; }}
  .pos {{ color: #166534; }} .neg {{ color: #991b1b; }}
  @page {{ margin: 0; size: A4; }}
</style>
</head>
<body>
  <h1>Quarterly Report: {account['holder']} ({quarter})</h1>
  <p style="color:#666;font-size:13px;">Account {account['account_number']} | As of {date.today().strftime('%B %d, %Y')}</p>
  <table>
    <thead><tr><th>Category</th><th class="num">Prior Quarter</th><th class="num">This Quarter</th><th class="num">Change</th></tr></thead>
    <tbody>{rows}</tbody>
  </table>
</body>
</html>"""


async def batch_quarterly_reports(accounts: list[dict], quarter: str) -> list[str]:
    """
    Build one PDF request per account, send a single batch call,
    and return the list of stored document_url values in input order.
    """
    documents = [
        {
            "html": build_report_html(account, quarter),
            "filename": f"quarterly-{account['account_id']}-{quarter}.pdf",
            "store": True,
            "options": {"format": "A4"},
        }
        for account in accounts
    ]

    async with httpx.AsyncClient(timeout=120) as client:
        response = await client.post(
            BATCH_URL,
            headers={
                "Authorization": f"Bearer {PDFPIPE_KEY}",
                "Content-Type": "application/json",
            },
            json={"documents": documents},
        )
        response.raise_for_status()
        results = response.json()["results"]

    urls = [r["document_url"] for r in results]

    # Persist each URL back to the account record
    for account, url in zip(accounts, urls):
        await db.accounts.update(account["account_id"], {"latest_quarterly_report_url": url})

    return urls


# Called at the end of each quarter
if __name__ == "__main__":
    current_quarter = "Q1-2026"
    active_accounts = db.accounts.find_all(status="active")
    urls = asyncio.run(batch_quarterly_reports(active_accounts, current_quarter))
    print(f"Generated {len(urls)} quarterly reports.")

// jobs/create-statement-schedule.ts
// Run once. PDFPipe then renders the previous month's statement for every
// account at 06:00 on the 1st, stores each PDF and calls your webhook.
const accounts = await db.accounts.findAll({ status: "active" });

const res = await fetch("https://api.pdfpipe.xyz/v1/schedules", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.PDFPIPE_KEY}`,
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    name: "Monthly account statements",
    every: "monthly",
    day_of_month: 1,
    at: "06:00",
    timezone: "Europe/London",
    // Your own statement page, rendered live at run time, so each PDF has
    // the ledger as it stands. {{run.previous_month}} is e.g. "2026-09".
    url: "https://app.example.com/statements/{{account_id}}?period={{run.previous_month}}",
    filename: "statement-{{account_id}}-{{run.previous_month}}.pdf",
    data: accounts.map((a) => ({ account_id: a.id })),
    options: { format: "A4", print_background: true },
    webhook_url: "https://app.example.com/hooks/statements",
    webhook_secret: process.env.PDFPIPE_WEBHOOK_SECRET,
  }),
});
const schedule = await res.json(); // { id: "sch_...", next_run_at: "...", ... }

// When accounts open or close, replace the list:
// PATCH /v1/schedules/:id  { data: [...] }

// Your webhook receives a signed schedule.run.complete event after each run,
// with one stored document link per account. Email them from there.

/* finance-tables.css
   Drop-in styles for transaction tables and key-metric grids in PDF reports.
   No JavaScript charting library required. */

/* Striped transaction rows */
table.ledger tr:nth-child(even) { background: #f9f9f9; }
table.ledger tr:nth-child(odd)  { background: #ffffff; }

/* Right-aligned numbers with monospace font */
table.ledger td.num,
table.ledger th.num {
  text-align: right;
  font-family: 'IBM Plex Mono', monospace;
  font-size: 12px;
  letter-spacing: 0.01em;
}

/* Positive / negative amounts */
.amount-positive { color: #166534; }
.amount-negative { color: #991b1b; }

/* Two-column key-metric grid (opening balance, closing balance, etc.) */
.metrics-grid {
  display: grid;
  grid-template-columns: 1fr 1fr;
  gap: 12px;
  margin-bottom: 28px;
}
.metric-cell {
  padding: 14px 18px;
  background: #f9f9f9;
  border-left: 3px solid #d23a1d;
}
.metric-cell .label {
  font-size: 11px;
  text-transform: uppercase;
  letter-spacing: 0.07em;
  color: #999;
  margin-bottom: 4px;
}
.metric-cell .value {
  font-size: 18px;
  font-weight: 600;
  font-family: 'IBM Plex Mono', monospace;
  color: #1a1a1a;
}