Invoice Automation - Next.js Application

A modern web application for automating invoice generation from templates. Upload .docx templates, fill in variables, add dynamic tables, and generate PDFs—all in one streamlined workflow.

Features

✅ Template Management - Upload and parse .docx templates to extract variables ✅ Dynamic Variables - Automatic variable detection with type inference (text, number, currency, email, date, phone) ✅ CSV Import - Bulk import invoice data from CSV files with intelligent column mapping ✅ Dynamic Tables - Add, edit, and delete table rows with validation ✅ PDF Generation - Generate professional PDFs using Puppeteer (serverless-compatible) ✅ PDF Preview - View and download PDFs in-browser ✅ Draft Management - Save and restore invoice drafts using localStorage

Quick Start

Prerequisites

• Node.js 18+
• npm or yarn

Setup

1. Install dependencies:

   npm install

2. Run development server:

   npm run dev

3. Open http://localhost:3000 in your browser.

Architecture

• Framework: Next.js 16 + TypeScript
• Styling: Tailwind CSS
• PDF: Puppeteer (HTML→PDF, serverless-compatible)
• Templates: Mammoth (.docx parsing)
• CSV: Papaparse
• Storage: Vercel Blob (ready to configure)

Project Structure

app/api/              - API routes (templates, CSV, PDF generation)
components/           - React components (wizard, forms, tables, preview)
lib/                  - Utilities (parsing, PDF generation, storage)
types/                - TypeScript type definitions

Usage

1. Upload a .docx template
2. Fill variables manually or via CSV import
3. Add table rows as needed
4. Generate and preview PDF
5. Download or create another

API Endpoints

• POST /api/templates/upload - Upload and parse .docx
• GET /api/templates - List templates
• POST /api/data/parse-csv - Parse CSV files
• POST /api/pdf/generate - Generate PDF

Development

npm run dev           # Start dev server
npm run build         # Build for production
npm start            # Start production server
npm run lint         # Run ESLint

Deployment

Deploy to Vercel (recommended for Next.js):

git push              # Push to GitHub
# Connect repo in Vercel Dashboard
# Add environment variables (BLOB_READ_WRITE_TOKEN)

Known Limitations

• Vercel Blob integration requires environment setup
• Puppeteer may have memory constraints on serverless
• Template extraction supports basic variable patterns only

Next Steps

• Implement Vercel Blob storage
• Add database for template persistence
• Enable email sending
• Add user authentication
• Create batch PDF generation
• Build invoice history/search

Documentation

See full README for detailed documentation, API reference, and troubleshooting guide.

---

Build Status: ✅ Complete Phase 1: Template Infrastructure & PDF Generation - DONE Phase 2: Advanced Features - IN PROGRESS

or

pnpm dev

or

bun dev

Open [http://localhost:3000](http://localhost:3000) with your browser to see the result.

You can start editing the page by modifying `app/page.tsx`. The page auto-updates as you edit the file.

This project uses [`next/font`](https://nextjs.org/docs/app/building-your-application/optimizing/fonts) to automatically optimize and load [Geist](https://vercel.com/font), a new font family for Vercel.

## Learn More

To learn more about Next.js, take a look at the following resources:

- [Next.js Documentation](https://nextjs.org/docs) - learn about Next.js features and API.
- [Learn Next.js](https://nextjs.org/learn) - an interactive Next.js tutorial.

You can check out [the Next.js GitHub repository](https://github.com/vercel/next.js) - your feedback and contributions are welcome!

## Deploy on Vercel

The easiest way to deploy your Next.js app is to use the [Vercel Platform](https://vercel.com/new?utm_medium=default-template&filter=next.js&utm_source=create-next-app&utm_campaign=create-next-app-readme) from the creators of Next.js.

Check out our [Next.js deployment documentation](https://nextjs.org/docs/app/building-your-application/deploying) for more details.