What steps should I take to design a polished PDF document?

I have been tasked with automating the invoicing system at our company. Currently, all data is stored in a local MySQL database and someone manually updates an Excel spreadsheet, which is then merged into a MS Word template for generating invoices. The objective is to streamline this process by allowing the invoice to be generated as a PDF directly from our intranet website.

Originally, my plan was to create an HTML/CSS template and utilize wkhtmltopdf to generate the PDF. However, I encountered issues with creating repeatable headers and footers on each page using Webkit, as thead and tfoot are not supported. Even after attempting solutions suggested in discussions like this one, the problem persisted.

This led me to considering XML and XSL-FO, although I am unfamiliar with the latter. Could this be the best approach? Are there any tools or libraries available to simplify the conversion of my HTML+CSS to XML+XSL-FO? Is there perhaps another alternative solution that I have overlooked?

UPDATE

Currently, our server runs on CentOS Linux with a MySQL database. All existing code is written in PHP, though there may be changes as we revamp the entire system. It is likely that Linux and MySQL will continue to be integral components moving forward.

Answer №1

Looking to generate PDFs from your data? XSL-FO could be the solution you're seeking. Instead of taking the convoluted HTML route, consider producing PDFs directly for cleaner results. If displaying HTML is necessary, converting it to PDF may be an option, though it can get messy.

Easily extract XML results from MySQL (mysql --xml) and then create one or multiple XSL-FO stylesheets for your data. This way, you can not only create PDFs but also postscript files or RTFs with specific processors.

XSL-FO does have its limitations, but it should suffice for your situation.

While there's a steep learning curve involved and maintaining XSLT stylesheets can be tiring, as you become more familiar with it, you'll find yourself writing less code.

Alternatively, you could handle everything in Java or C#, executing select statements, looping through results, and progressively building the PDF using a library like iText.

Answer №2

If you're looking to streamline your document generation process with minimal coding, consider utilizing JODReports or Docmosis. Simply provide Word or OpenOffice Writer templates for these engines to manipulate and populate, resulting in the desired documents. You may even be able to use your existing Word templates directly, saving you time and effort.

For PDF generation from code, iText is a reliable library that allows you to easily create and output PDFs. It's definitely worth checking out!

Answer №3

When utilizing ASP.NET for web development, you have the option of using the free ReportViewer library and designer to easily automate the publishing of PDFs. Check out these helpful references:

Answer №4

If you're comfortable with using .NET and C#, one option is to utilize DotPdf from Atalasoft (full disclosure: I am an employee at Atalasoft and have contributed significantly to the development of DotPdf). The Generating namespace within DotPdf is specifically designed for automating report generation tasks. Starting from the ground up, you have the ability to create documents directly using the toolkit or generate template documents that contain placeholder text fields which can be filled in later (examples available here and here).

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