payload-clienthub 0.0.1

package/README.md

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+# payload-clienthub
+
+Automatic monthly invoicing with PDF generation, Swiss QR Bill support, and multi-language email delivery for Payload CMS.
+
+[![npm version](https://img.shields.io/npm/v/payload-clienthub)](https://www.npmjs.com/package/payload-clienthub)
+[![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](LICENSE)
+
+## Overview
+
+payload-clienthub adds a full invoicing workflow to Payload -- clients, services, and invoices are managed as collections. Recurring services are automatically detected when due, rendered as localized PDF invoices (with Swiss QR Bill support), and emailed to each client. A single endpoint processes all clients at once, so you can wire it up to a scheduler and forget about it.
+
+**Features**
+
+- **Client & service management** -- track clients, contacts, and one-time/monthly/yearly services.
+- **PDF invoices** -- generated with itemized line items, company branding, and Swiss QR Bill payment slips for CH-based companies.
+- **Multi-language** -- invoices and emails are localized in DE, FR, IT, and EN.
+- **Batch endpoint** -- one endpoint processes all clients at once; authenticate with a shared secret to call it from any scheduler.
+
+## Installation
+
+```sh
+pnpm add payload-clienthub
+```
+
+## Usage
+
+```ts
+// payload.config.ts
+import { buildConfig } from 'payload';
+import { clienthubPlugin } from 'payload-clienthub';
+
+export default buildConfig({
+  // ...
+  plugins: [
+    clienthubPlugin({
+      cronSecret: process.env.CRON_SECRET!,
+    }),
+  ],
+});
+```
+
+Trigger invoice generation for all clients by calling the batch endpoint (e.g. from a monthly scheduler):
+
+```sh
+curl -H "Authorization: Bearer $CRON_SECRET" \
+  https://your-app.com/api/plugin-invoices/process-all-clients
+```
+
+### Options
+
+| Option | Type | Default | Description |
+|--------|------|---------|-------------|
+| `cronSecret` | `string` | — | Required. Shared secret used to authenticate batch requests via the `Authorization: Bearer` header. |
+| `clientsCollectionSlug` | `CollectionSlug` | `'clients'` | Slug for the auto-created clients collection. |
+| `servicesCollectionSlug` | `CollectionSlug` | `'services'` | Slug for the auto-created services collection. |
+| `invoicesCollectionSlug` | `CollectionSlug` | `'invoices'` | Slug for the auto-created invoices collection. |
+| `invoicePdfsCollectionSlug` | `CollectionSlug` | `'invoice-pdfs'` | Slug for the auto-created invoice PDFs upload collection. |
+| `onError` | `(error: Error, context: { operation: string; metadata?: Record<string, unknown> }) => void` | `console.error` | Custom error handler called when PDF generation or email delivery fails. |
+
+## Contributing
+
+This plugin lives in the [payload-plugins](https://github.com/davincicoding-org/payload-plugins) monorepo.
+
+### Development
+
+```sh
+pnpm install
+
+# watch this plugin for changes
+pnpm --filter payload-clienthub dev
+
+# run the Payload dev app (in a second terminal)
+pnpm --filter sandbox dev
+```
+
+The `sandbox/` directory is a Next.js + Payload app that imports plugins via `workspace:*` — use it to test changes locally.
+
+### Code quality
+
+- **Formatting & linting** — handled by [Biome](https://biomejs.dev/), enforced on commit via husky + lint-staged.
+- **Commits** — must follow [Conventional Commits](https://www.conventionalcommits.org/) with a valid scope (e.g. `fix(payload-clienthub): ...`).
+- **Changesets** — please include a [changeset](https://github.com/changesets/changesets) in your PR by running `pnpm release`.
+
+### Issues & PRs
+
+Bug reports and feature requests are welcome — [open an issue](https://github.com/davincicoding-org/payload-plugins/issues).
+
+## License
+
+MIT

package/dist/components/invoice-pdf.d.ts

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+import { SwissQRBillLabels } from './swiss-qr-bill';
+export interface InvoicePdfData {
+    invoiceNumber: string;
+    date: string;
+    paymentTerms: string;
+    client: {
+        name: string;
+        address: string;
+        zip: string;
+        city: string;
+        country: string;
+    };
+    company: {
+        name: string;
+        address: string;
+        zip: string;
+        city: string;
+        country: string;
+        website: string;
+        uid: string;
+        contact: {
+            name: string;
+            email: string;
+            phone: string;
+        };
+        bank: {
+            name: string;
+            iban: string;
+            bic: string;
+        };
+        logo: string | undefined | null;
+    };
+    items: Array<{
+        description: string;
+        cost: number;
+    }>;
+    total: number;
+    /** Reference number for QR Bill (optional) */
+    reference?: string;
+    /** Message for QR Bill (optional) */
+    message?: string;
+    /** Pre-translated labels */
+    labels: {
+        title: string;
+        invoiceNumber: string;
+        date: string;
+        paymentTerms: string;
+        greeting: string;
+        greetingBody: string;
+        tableService: string;
+        tableCost: string;
+        tableTotal: string;
+        footerCreditor: string;
+        footerContact: string;
+        footerBank: string;
+        qrBill: SwissQRBillLabels;
+    };
+}
+export declare function generateInvoicePdf(data: InvoicePdfData): Promise<Buffer>;
+//# sourceMappingURL=invoice-pdf.d.ts.map

package/dist/components/invoice-pdf.d.ts.map

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package/dist/components/invoice-pdf.js

@@ -0,0 +1,254 @@
+import { jsx as t, jsxs as l } from "react/jsx-runtime";
+import { StyleSheet as w, renderToBuffer as B, Document as C, Page as T, View as n, Image as x, Text as o, Link as f } from "@react-pdf/renderer";
+import { createElement as D } from "react";
+import { prepareSwissQRBill as R, SwissQRBill as S } from "./swiss-qr-bill.js";
+const g = new Intl.NumberFormat("de-CH", {
+  style: "currency",
+  currency: "CHF"
+});
+function q({ data: r }) {
+  const {
+    invoiceNumber: d,
+    date: s,
+    paymentTerms: m,
+    client: a,
+    company: i,
+    items: b,
+    total: u,
+    qrBill: h,
+    labels: c
+  } = r;
+  return /* @__PURE__ */ t(C, { title: `${c.title} ${d}`, children: /* @__PURE__ */ l(T, { size: "A4", style: e.page, children: [
+    /* @__PURE__ */ l(n, { style: e.header, children: [
+      /* @__PURE__ */ l(n, { style: e.headerLeft, children: [
+        i.logo ? /* @__PURE__ */ t(x, { src: i.logo, style: e.logo }) : null,
+        /* @__PURE__ */ t(o, { style: e.title, children: c.title })
+      ] }),
+      /* @__PURE__ */ l(n, { style: e.headerRight, children: [
+        /* @__PURE__ */ l(o, { style: e.headerRow, children: [
+          c.invoiceNumber,
+          ": ",
+          d
+        ] }),
+        /* @__PURE__ */ l(o, { style: e.headerRow, children: [
+          c.date,
+          ": ",
+          s
+        ] }),
+        /* @__PURE__ */ l(o, { style: e.headerRow, children: [
+          c.paymentTerms,
+          ": ",
+          m
+        ] })
+      ] })
+    ] }),
+    /* @__PURE__ */ l(n, { style: e.clientSection, children: [
+      /* @__PURE__ */ t(o, { style: e.clientName, children: a.name }),
+      /* @__PURE__ */ t(o, { children: a.address }),
+      /* @__PURE__ */ l(o, { children: [
+        a.zip,
+        " ",
+        a.city
+      ] })
+    ] }),
+    /* @__PURE__ */ l(n, { style: e.table, children: [
+      /* @__PURE__ */ l(n, { style: e.tableHeader, children: [
+        /* @__PURE__ */ t(o, { style: e.col1, children: "#" }),
+        /* @__PURE__ */ t(o, { style: e.col2, children: c.tableService }),
+        /* @__PURE__ */ t(o, { style: e.col3, children: c.tableCost })
+      ] }),
+      b.map((y, p) => /* @__PURE__ */ l(n, { style: e.tableRow, children: [
+        /* @__PURE__ */ t(o, { style: e.col1, children: p + 1 }),
+        /* @__PURE__ */ t(o, { style: e.col2, children: y.description }),
+        /* @__PURE__ */ t(o, { style: e.col3, children: g.format(y.cost) })
+      ] }, `${y.description}-${p}`)),
+      /* @__PURE__ */ l(n, { style: e.totalRow, children: [
+        /* @__PURE__ */ t(o, { style: e.col1 }),
+        /* @__PURE__ */ t(o, { style: e.col2, children: c.tableTotal }),
+        /* @__PURE__ */ t(o, { style: e.col3, children: g.format(u) })
+      ] })
+    ] }),
+    h ? /* @__PURE__ */ t(n, { style: e.qrBillContainer, children: /* @__PURE__ */ t(
+      S,
+      {
+        data: h.data,
+        labels: c.qrBill,
+        qrCodeDataUrl: h.qrCodeDataUrl
+      }
+    ) }) : /* @__PURE__ */ l(n, { style: e.footer, children: [
+      /* @__PURE__ */ l(n, { style: e.footerCol, children: [
+        /* @__PURE__ */ t(o, { style: e.footerTitle, children: c.footerCreditor }),
+        /* @__PURE__ */ t(o, { children: i.name }),
+        /* @__PURE__ */ t(o, { children: i.address }),
+        /* @__PURE__ */ t(o, { children: i.uid }),
+        /* @__PURE__ */ t(f, { href: i.website, children: new URL(i.website).hostname })
+      ] }),
+      /* @__PURE__ */ l(n, { style: e.footerCol, children: [
+        /* @__PURE__ */ t(o, { style: e.footerTitle, children: c.footerContact }),
+        /* @__PURE__ */ t(o, { children: i.contact.name }),
+        /* @__PURE__ */ t(o, { children: i.contact.phone }),
+        /* @__PURE__ */ t(f, { href: `mailto:${i.contact.email}`, children: i.contact.email })
+      ] }),
+      /* @__PURE__ */ l(n, { style: e.footerCol, children: [
+        /* @__PURE__ */ t(o, { style: e.footerTitle, children: c.footerBank }),
+        /* @__PURE__ */ t(o, { children: i.bank.iban }),
+        /* @__PURE__ */ l(o, { children: [
+          i.bank.name,
+          " (",
+          i.bank.bic,
+          ")"
+        ] })
+      ] })
+    ] })
+  ] }) });
+}
+async function $(r) {
+  let d = { ...r };
+  if (r.company.country === "CH") {
+    const m = {
+      creditor: {
+        iban: r.company.bank.iban,
+        name: r.company.name,
+        address: r.company.address.split(`
+`)[0] ?? r.company.address,
+        zip: r.company.zip,
+        city: r.company.city,
+        country: r.company.country
+      },
+      amount: r.total,
+      currency: "CHF",
+      debtor: {
+        name: r.client.name,
+        address: r.client.address.split(`
+`)[0] ?? r.client.address,
+        zip: r.client.zip,
+        city: r.client.city,
+        country: r.client.country
+      },
+      reference: r.reference,
+      message: r.message ?? `${r.labels.title} ${r.invoiceNumber}`
+    }, a = await R(m);
+    d = {
+      ...r,
+      qrBill: {
+        data: a.data,
+        qrCodeDataUrl: a.qrCodeDataUrl
+      }
+    };
+  }
+  const s = D(q, {
+    data: d
+  });
+  return B(
+    s
+  );
+}
+const e = w.create({
+  page: {
+    padding: 40,
+    fontSize: 10,
+    fontFamily: "Helvetica"
+  },
+  header: {
+    flexDirection: "row",
+    justifyContent: "space-between",
+    alignItems: "flex-start",
+    marginBottom: 40
+  },
+  headerLeft: {
+    flexDirection: "column"
+  },
+  logo: {
+    width: 140,
+    height: 12,
+    objectFit: "contain",
+    marginBottom: 8
+  },
+  title: {
+    fontSize: 24,
+    fontWeight: "bold",
+    marginTop: 4
+  },
+  headerRight: {
+    textAlign: "right"
+  },
+  headerRow: {
+    marginBottom: 4
+  },
+  clientSection: {
+    marginBottom: 24
+  },
+  clientName: {
+    fontSize: 12,
+    fontWeight: "bold",
+    marginBottom: 8
+  },
+  greeting: {
+    marginBottom: 24
+  },
+  table: {
+    marginTop: 16,
+    marginBottom: 24
+  },
+  tableHeader: {
+    flexDirection: "row",
+    borderBottomWidth: 1,
+    borderBottomColor: "#000",
+    paddingBottom: 8,
+    marginBottom: 8,
+    fontWeight: "bold"
+  },
+  tableRow: {
+    flexDirection: "row",
+    paddingVertical: 6,
+    borderBottomWidth: 0.5,
+    borderBottomColor: "#ccc"
+  },
+  col1: { width: "8%" },
+  col2: { width: "72%" },
+  col3: { width: "20%", textAlign: "right" },
+  totalRow: {
+    flexDirection: "row",
+    marginTop: 16,
+    paddingTop: 8,
+    borderTopWidth: 1,
+    borderTopColor: "#000",
+    fontWeight: "bold"
+  },
+  closing: {
+    marginTop: 32,
+    marginBottom: 16
+  },
+  footer: {
+    position: "absolute",
+    bottom: 40,
+    left: 40,
+    right: 40,
+    flexDirection: "row",
+    borderTopWidth: 1,
+    borderTopColor: "#ccc",
+    paddingTop: 16,
+    marginTop: 40
+  },
+  qrBillContainer: {
+    marginTop: "auto",
+    // Push to bottom if space available
+    marginLeft: -40,
+    // Compensate for page padding
+    marginRight: -40,
+    marginBottom: -40
+  },
+  footerCol: {
+    flex: 1
+  },
+  footerTitle: {
+    fontSize: 8,
+    textTransform: "uppercase",
+    marginBottom: 4,
+    color: "#666"
+  }
+});
+export {
+  $ as generateInvoicePdf
+};
+//# sourceMappingURL=invoice-pdf.js.map

package/dist/components/invoice-pdf.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"invoice-pdf.js","sources":["../../src/components/invoice-pdf.tsx"],"sourcesContent":["import {\n  Document,\n  Image,\n  Link,\n  Page,\n  renderToBuffer,\n  StyleSheet,\n  Text,\n  View,\n} from '@react-pdf/renderer';\nimport { createElement } from 'react';\nimport {\n  prepareSwissQRBill,\n  SwissQRBill,\n  type SwissQRBillData,\n  type SwissQRBillLabels,\n} from './swiss-qr-bill';\n\nexport interface InvoicePdfData {\n  invoiceNumber: string;\n  date: string;\n  paymentTerms: string;\n  client: {\n    name: string;\n    address: string;\n    zip: string;\n    city: string;\n    country: string;\n  };\n  company: {\n    name: string;\n    address: string;\n    zip: string;\n    city: string;\n    country: string;\n    website: string;\n    uid: string;\n    contact: {\n      name: string;\n      email: string;\n      phone: string;\n    };\n    bank: {\n      name: string;\n      iban: string;\n      bic: string;\n    };\n    logo: string | undefined | null;\n  };\n  items: Array<{\n    description: string;\n    cost: number;\n  }>;\n  total: number;\n  /** Reference number for QR Bill (optional) */\n  reference?: string;\n  /** Message for QR Bill (optional) */\n  message?: string;\n  /** Pre-translated labels */\n  labels: {\n    title: string;\n    invoiceNumber: string;\n    date: string;\n    paymentTerms: string;\n    greeting: string;\n    greetingBody: string;\n    tableService: string;\n    tableCost: string;\n    tableTotal: string;\n    footerCreditor: string;\n    footerContact: string;\n    footerBank: string;\n    qrBill: SwissQRBillLabels;\n  };\n}\n\n/** Internal data with pre-generated QR code */\ninterface InvoiceDocumentData extends InvoicePdfData {\n  qrBill?: {\n    data: SwissQRBillData;\n    qrCodeDataUrl: string;\n  };\n}\n\nconst currency = new Intl.NumberFormat('de-CH', {\n  style: 'currency',\n  currency: 'CHF',\n});\n\nfunction InvoiceDocument({ data }: { data: InvoiceDocumentData }) {\n  const {\n    invoiceNumber,\n    date,\n    paymentTerms,\n    client,\n    company,\n    items,\n    total,\n    qrBill,\n    labels,\n  } = data;\n\n  return (\n    <Document title={`${labels.title} ${invoiceNumber}`}>\n      <Page size=\"A4\" style={styles.page}>\n        <View style={styles.header}>\n          <View style={styles.headerLeft}>\n            {company.logo ? (\n              <Image src={company.logo} style={styles.logo} />\n            ) : null}\n            <Text style={styles.title}>{labels.title}</Text>\n          </View>\n          <View style={styles.headerRight}>\n            <Text style={styles.headerRow}>\n              {labels.invoiceNumber}: {invoiceNumber}\n            </Text>\n            <Text style={styles.headerRow}>\n              {labels.date}: {date}\n            </Text>\n            <Text style={styles.headerRow}>\n              {labels.paymentTerms}: {paymentTerms}\n            </Text>\n          </View>\n        </View>\n\n        <View style={styles.clientSection}>\n          <Text style={styles.clientName}>{client.name}</Text>\n          <Text>{client.address}</Text>\n          <Text>\n            {client.zip} {client.city}\n          </Text>\n        </View>\n\n        <View style={styles.table}>\n          <View style={styles.tableHeader}>\n            <Text style={styles.col1}>#</Text>\n            <Text style={styles.col2}>{labels.tableService}</Text>\n            <Text style={styles.col3}>{labels.tableCost}</Text>\n          </View>\n          {items.map((item, index) => (\n            <View key={`${item.description}-${index}`} style={styles.tableRow}>\n              <Text style={styles.col1}>{index + 1}</Text>\n              <Text style={styles.col2}>{item.description}</Text>\n              <Text style={styles.col3}>{currency.format(item.cost)}</Text>\n            </View>\n          ))}\n          <View style={styles.totalRow}>\n            <Text style={styles.col1} />\n            <Text style={styles.col2}>{labels.tableTotal}</Text>\n            <Text style={styles.col3}>{currency.format(total)}</Text>\n          </View>\n        </View>\n\n        {/* Swiss QR Bill or Legacy Footer */}\n        {qrBill ? (\n          <View style={styles.qrBillContainer}>\n            <SwissQRBill\n              data={qrBill.data}\n              labels={labels.qrBill}\n              qrCodeDataUrl={qrBill.qrCodeDataUrl}\n            />\n          </View>\n        ) : (\n          <View style={styles.footer}>\n            <View style={styles.footerCol}>\n              <Text style={styles.footerTitle}>{labels.footerCreditor}</Text>\n              <Text>{company.name}</Text>\n              <Text>{company.address}</Text>\n              <Text>{company.uid}</Text>\n              <Link href={company.website}>\n                {new URL(company.website).hostname}\n              </Link>\n            </View>\n            <View style={styles.footerCol}>\n              <Text style={styles.footerTitle}>{labels.footerContact}</Text>\n              <Text>{company.contact.name}</Text>\n              <Text>{company.contact.phone}</Text>\n              <Link href={`mailto:${company.contact.email}`}>\n                {company.contact.email}\n              </Link>\n            </View>\n            <View style={styles.footerCol}>\n              <Text style={styles.footerTitle}>{labels.footerBank}</Text>\n              <Text>{company.bank.iban}</Text>\n              <Text>\n                {company.bank.name} ({company.bank.bic})\n              </Text>\n            </View>\n          </View>\n        )}\n      </Page>\n    </Document>\n  );\n}\n\nexport async function generateInvoicePdf(\n  data: InvoicePdfData,\n): Promise<Buffer> {\n  let documentData: InvoiceDocumentData = { ...data };\n\n  // Prepare Swiss QR Bill if structured addresses are available and enabled\n  if (data.company.country === 'CH') {\n    const qrBillData: SwissQRBillData = {\n      creditor: {\n        iban: data.company.bank.iban,\n        name: data.company.name,\n        address: data.company.address.split('\\n')[0] ?? data.company.address,\n        zip: data.company.zip,\n        city: data.company.city,\n        country: data.company.country,\n      },\n      amount: data.total,\n      currency: 'CHF',\n      debtor: {\n        name: data.client.name,\n        address: data.client.address.split('\\n')[0] ?? data.client.address,\n        zip: data.client.zip,\n        city: data.client.city,\n        country: data.client.country,\n      },\n      reference: data.reference,\n      message: data.message ?? `${data.labels.title} ${data.invoiceNumber}`,\n    };\n\n    const prepared = await prepareSwissQRBill(qrBillData);\n\n    documentData = {\n      ...data,\n      qrBill: {\n        data: prepared.data,\n        qrCodeDataUrl: prepared.qrCodeDataUrl,\n      },\n    };\n  }\n\n  const documentElement = createElement(InvoiceDocument, {\n    data: documentData,\n  });\n  return renderToBuffer(\n    documentElement as Parameters<typeof renderToBuffer>[0],\n  ) as Promise<Buffer>;\n}\n\nconst styles = StyleSheet.create({\n  page: {\n    padding: 40,\n    fontSize: 10,\n    fontFamily: 'Helvetica',\n  },\n  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package/dist/components/swiss-qr-bill.d.ts

@@ -0,0 +1,74 @@
+export interface SwissQRBillData {
+    /** Creditor information */
+    creditor: {
+        /** IBAN or QR-IBAN (21 characters, CH/LI only) */
+        iban: string;
+        /** Name (max 70 characters) */
+        name: string;
+        /** Street and building number (max 70 characters) */
+        address: string;
+        /** Postal code (max 16 characters) */
+        zip: string;
+        /** City (max 35 characters) */
+        city: string;
+        /** Country code (2 characters, e.g., "CH") */
+        country: string;
+    };
+    /** Amount (optional, max 12 digits including decimals) */
+    amount?: number;
+    /** Currency: CHF or EUR */
+    currency: 'CHF' | 'EUR';
+    /** Debtor information (optional) */
+    debtor?: {
+        /** Name (max 70 characters) */
+        name: string;
+        /** Street and building number (max 70 characters) */
+        address: string;
+        /** Postal code (max 16 characters) */
+        zip: string;
+        /** City (max 35 characters) */
+        city: string;
+        /** Country code (2 characters) */
+        country: string;
+    };
+    /** Reference number (QR reference or Creditor Reference, max 27 characters) */
+    reference?: string;
+    /** Additional information / message (max 140 characters) */
+    message?: string;
+}
+/** Pre-translated labels for Swiss QR Bill */
+export interface SwissQRBillLabels {
+    paymentPart: string;
+    receipt: string;
+    account: string;
+    reference: string;
+    additionalInfo: string;
+    payableBy: string;
+    payableByBlank: string;
+    currency: string;
+    amount: string;
+    acceptancePoint: string;
+}
+/**
+ * Generate Swiss QR Code with Swiss Cross overlay as base64 data URL
+ */
+export declare function generateSwissQRCode(data: SwissQRBillData): Promise<string>;
+export interface SwissQRBillProps {
+    data: SwissQRBillData;
+    qrCodeDataUrl: string;
+    labels: SwissQRBillLabels;
+}
+/**
+ * Swiss QR Bill component for react-pdf
+ * Flexible height - flows with document content
+ */
+export declare function SwissQRBill({ data, qrCodeDataUrl, labels }: SwissQRBillProps): import("react/jsx-runtime").JSX.Element;
+/**
+ * Helper to prepare Swiss QR Bill data and generate QR code
+ * Call this before rendering to get the qrCodeDataUrl
+ */
+export declare function prepareSwissQRBill(data: SwissQRBillData): Promise<{
+    data: SwissQRBillData;
+    qrCodeDataUrl: string;
+}>;
+//# sourceMappingURL=swiss-qr-bill.d.ts.map

package/dist/components/swiss-qr-bill.d.ts.map

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