Develop your Own Customizable Invoice Generator with Refine and Strapi

Introduction

We are going to develop an invoice generator application for our business using refine and Strapi. Let's see together how simple yet functional it can be!

This article will consist of two parts and we will try to explain each step in detail. In this section, we will create the basic parts of our application.

In this part, we will create a panel where our own company information is included, where we can create customers and create contacts with customer companies.

Setup Refine Project

Let's start by creating our refine project. You can use the superplate to create a refine project.

npx superplate-cli -p refine-react refine-invoice-genarator

✔ What will be the name of your app ·refine-invoice-genarator
✔ Package manager: · npm
✔ Do you want to using UI Framework? > Yes, I want Ant Design
✔ Do you want to customize theme?: … no
✔ Data Provider: Strapi
✔ Do you want to customize layout? … no
✔ i18n - Internationalization: · no

superplate will quickly create our refine project according to the features we choose. Let's continue by install the refine Strapi-v4 Data Provider that we will use later.

npm i @pankod/refine-strapi-v4

Our refine project and installations are now ready! Let's start using it.

Usage

src/authProvider.ts:

import { AuthProvider } from "@pankod/refine-core";
import { AuthHelper } from "@pankod/refine-strapi-v4";

import { TOKEN_KEY, API_URL } from "./constants";

import axios from "axios";

export const axiosInstance = axios.create();
const strapiAuthHelper = AuthHelper(API_URL + "/api");

export const authProvider: AuthProvider = {
    login: async ({ username, password }) => {
        const { data, status } = await strapiAuthHelper.login(
            username,
            password,
        );
        if (status === 200) {
            localStorage.setItem(TOKEN_KEY, data.jwt);

            // set header axios instance
            axiosInstance.defaults.headers = {
                Authorization: `Bearer ${data.jwt}`,
            };

            return Promise.resolve();
        }
        return Promise.reject();
    },
    logout: () => {
        localStorage.removeItem(TOKEN_KEY);
        return Promise.resolve();
    },
    checkError: () => Promise.resolve(),
    checkAuth: () => {
        const token = localStorage.getItem(TOKEN_KEY);
        if (token) {
            axiosInstance.defaults.headers = {
                Authorization: `Bearer ${token}`,
            };
            return Promise.resolve();
        }

        return Promise.reject();
    },
    getPermissions: () => Promise.resolve(),
    getUserIdentity: async () => {
        const token = localStorage.getItem(TOKEN_KEY);
        if (!token) {
            return Promise.reject();
        }

        const { data, status } = await strapiAuthHelper.me(token);
        if (status === 200) {
            const { id, username, email } = data;
            return Promise.resolve({
                id,
                username,
                email,
            });
        }

        return Promise.reject();
    },
};

Configure Refine for Strapi-v4

src/App.tsx:

import { Refine } from "@pankod/refine-core";
import { notificationProvider, Layout, LoginPage } from "@pankod/refine-antd";
import routerProvider from "@pankod/refine-react-router";

import { DataProvider } from "@pankod/refine-strapi-v4";
import { authProvider, axiosInstance } from "./authProvider";

import "@pankod/refine-antd/dist/styles.min.css";

function App() {
    const API_URL = "Your_Strapi_Url";
    const dataProvider = DataProvider(API_URL + "/api", axiosInstance);

    return (
        <Refine
            routerProvider={routerProvider}
            notificationProvider={notificationProvider}
            Layout={Layout}
            dataProvider={dataProvider}
            authProvider={authProvider}
            LoginPage={LoginPage}
        />
    );
}

Create Strapi Collections

We created three collections on Strapi as company, client and contact and added a relation between them. For detailed information on how to create a collection, you can check here.

Company:

Logo: Media
Name: Text
Address: Text
Country: Text
City: Text
email: Email
Website: Text

Client:

Name: Text
Contacts: Relation with Contact

Contact:

First_name: Text
Last_name: Text
Phone_number Text
Email: email
Job: Text
Client: Relation with Client

We have created our collections by Strapi, now we can create Clients and their contacts with refine.

Your Company Detail Page

As a first step, let's start to create the part where our own Company will be located. If there are other companies you need to manage you can create them on the Your Company page and view them here.

Company Card Component

Let's design a component that includes the details of our company. Then let's show it using refine-antd List. We will put the information such as name, logo and address from the Company collection we created on Strapi into Card component.

src/components/company/CompanyItem.tsx:

import {
    Card,
    DeleteButton,
    UrlField,
    EmailField,
    EditButton,
    Typography,
} from "@pankod/refine-antd";

import { ICompany } from "interfaces";
import { API_URL } from "../../constants";

const { Title, Text } = Typography;

type CompanyItemProps = {
    item: ICompany;
};

export const CompanyItem: React.FC<CompanyItemProps> = ({ item }) => {
    const image = item.logo ? API_URL + item.logo.url : "./error.png";

    return (
        <Card
            style={{ width: "300px" }}
            cover={
                <div style={{ display: "flex", justifyContent: "center" }}>
                    <img
                        style={{
                            width: 220,
                            height: 100,
                            padding: 24,
                        }}
                        src={image}
                        alt="logo"
                    />
                </div>
            }
            actions={[
                <EditButton key="edit" size="small" hideText />,
                <DeleteButton
                    key="delete"
                    size="small"
                    hideText
                    recordItemId={item.id}
                />,
            ]}
        >
            <Title level={5}>Company Name:</Title>
            <Text>{item.name}</Text>
            <Title level={5}>Company Address:</Title>
            <Text>{item.address}</Text>
            <Title level={5}>County:</Title>
            <Text>{item.country}</Text>
            <Title level={5}>City:</Title>
            <Text>{item.city}</Text>
            <Title level={5}>Email:</Title>
            <EmailField value={item.email} />
            <Title level={5}>Website:</Title>
            <UrlField value={item.website} />
        </Card>
    );
};

Company List Page

Let's place the CompanyItem component that we created above in the refine-antd List and display company information.

src/pages/company/CompanyList.tsx:

import { IResourceComponentsProps } from "@pankod/refine-core";
import { useSimpleList, AntdList, List } from "@pankod/refine-antd";

import { CompanyItem } from "components/company";

export const CompanyList: React.FC<IResourceComponentsProps> = () => {
    const { listProps } = useSimpleList<ICompany>({
        metaData: { populate: ["logo"] },
    });

    return (
        <List title={"Your Companies"}>
            <AntdList
                grid={{ gutter: 16 }}
                {...listProps}
                renderItem={(item) => (
                    <AntdList.Item>
                        <CompanyItem item={item} />
                    </AntdList.Item>
                )}
            />
        </List>
    );
};

src/App.tsx:

...

import { CompanyList } from "pages/company";

function App() {
    const API_URL = "Your_Strapi_Url";
    const dataProvider = DataProvider(API_URL + "/api", axiosInstance);

    return (
        <Refine
            routerProvider={routerProvider}
            notificationProvider={notificationProvider}
            Layout={Layout}
            dataProvider={dataProvider}
            authProvider={authProvider}
            LoginPage={LoginPage}
            resources={[
                {
                    name: "companies",
                    options: { label: "Your Company" },
                    list: CompanyList,
                },
            ]}
        />
    );
}

We fetch the data of the Company collection that we created by Strapi, thanks to the refine dataProvider, and put it into the card component we created.

Contact Page

Our Contact Page is a page related to Clients. Communication with client companies will be through the contacts we create here. The Contact Page will contain the information of the people we will contact. Let's create our list using refine useTable hook.

src/pages/contact/ContactList.tsx:

import {
    List,
    Table,
    TagField,
    useTable,
    Space,
    EditButton,
    DeleteButton,
    useModalForm,
} from "@pankod/refine-antd";

import { IContact } from "interfaces";
import { CreateContact } from "components/contacts";

export const ContactsList: React.FC = () => {
    const { tableProps } = useTable<IContact>({
        metaData: { populate: ["client"] },
    });

    const {
        formProps: createContactFormProps,
        modalProps,
        show,
    } = useModalForm({
        resource: "contacts",
        action: "create",
        redirect: false,
    });

    return (
        <>
            <List
                createButtonProps={{
                    onClick: () => {
                        show();
                    },
                }}
            >
                <Table {...tableProps} rowKey="id">
                    <Table.Column dataIndex="id" title="ID" />
                    <Table.Column dataIndex="first_name" title="First Name" />
                    <Table.Column dataIndex="last_name" title="Last Name" />
                    <Table.Column
                        dataIndex="phone_number"
                        title="Phone Number"
                    />
                    <Table.Column dataIndex="email" title="Email" />
                    <Table.Column
                        dataIndex="job"
                        title="Job"
                        render={(value: string) => (
                            <TagField color={"blue"} value={value} />
                        )}
                    />
                    <Table.Column<{ id: string }>
                        title="Actions"
                        dataIndex="actions"
                        render={(_, record) => (
                            <Space>
                                <EditButton
                                    hideText
                                    size="small"
                                    recordItemId={record.id}
                                />
                                <DeleteButton
                                    hideText
                                    size="small"
                                    recordItemId={record.id}
                                />
                            </Space>
                        )}
                    />
                </Table>
            </List>
            <CreateContact
                modalProps={modalProps}
                formProps={createContactFormProps}
            />
        </>
    );
};

Client List Page

We have created example company and contacts above. Now let's create a Client List where we can view our clients.

Client Card Component

Let's design the cards that will appear in our Client List.

src/components/client/ClientItem.tsx:

import { useDelete } from "@pankod/refine-core";
import {
    Card,
    TagField,
    Typography,
    Dropdown,
    Menu,
    Icons,
} from "@pankod/refine-antd";

import { IClient } from "interfaces";

const { FormOutlined, DeleteOutlined } = Icons;
const { Title, Text } = Typography;

type ClientItemProps = {
    item: IClient;
    editShow: (id?: string | undefined) => void;
};

export const ClientItem: React.FC<ClientItemProps> = ({ item, editShow }) => {
    const { mutate } = useDelete();

    return (
        <Card style={{ width: 300, height: 300, borderColor: "black" }}>
            <div style={{ position: "absolute", top: "10px", right: "5px" }}>
                <Dropdown
                    overlay={
                        <Menu mode="vertical">
                            <Menu.Item
                                key="1"
                                style={{
                                    fontWeight: 500,
                                }}
                                icon={
                                    <FormOutlined
                                        style={{
                                            color: "green",
                                        }}
                                    />
                                }
                                onClick={() => editShow(item.id)}
                            >
                                Edit Client
                            </Menu.Item>
                            <Menu.Item
                                key="2"
                                style={{
                                    fontWeight: 500,
                                }}
                                icon={
                                    <DeleteOutlined
                                        style={{
                                            color: "red",
                                        }}
                                    />
                                }
                                onClick={() =>
                                    mutate({
                                        resource: "clients",
                                        id: item.id,
                                        mutationMode: "undoable",
                                        undoableTimeout: 5000,
                                    })
                                }
                            >
                                Delete Client
                            </Menu.Item>
                        </Menu>
                    }
                    trigger={["click"]}
                >
                    <Icons.MoreOutlined
                        style={{
                            fontSize: 24,
                        }}
                    />
                </Dropdown>
            </div>

            <Title level={4}>{item.name}</Title>
            <Title level={5}>Client Id:</Title>
            <Text>{item.id}</Text>
            <Title level={5}>Contacts:</Title>

            {item.contacts.map((item) => {
                return (
                    <TagField
                        color={"#d1c4e9"}
                        value={`${item.first_name} ${item.last_name}`}
                    />
                );
            })}
        </Card>
    );
};

Client Create and Edit Page

The client page is a place where you can update your client info and add new clients. Let's create the Create and Edit pages to create new customers and update existing customers.

Create Client

src/components/client/CreateClient.tsx

import {
    Create,
    Drawer,
    DrawerProps,
    Form,
    FormProps,
    Input,
    ButtonProps,
    Grid,
    Select,
    useSelect,
    useModalForm,
    Button,
} from "@pankod/refine-antd";

import { IContact } from "interfaces";
import { CreateContact } from "components/contacts";

type CreateClientProps = {
    drawerProps: DrawerProps;
    formProps: FormProps;
    saveButtonProps: ButtonProps;
};

export const CreateClient: React.FC<CreateClientProps> = ({
    drawerProps,
    formProps,
    saveButtonProps,
}) => {
    const breakpoint = Grid.useBreakpoint();

    const { selectProps } = useSelect<IContact>({
        resource: "contacts",
        optionLabel: "first_name",
    });

    const {
        formProps: createContactFormProps,
        modalProps,
        show,
    } = useModalForm({
        resource: "contacts",
        action: "create",
        redirect: false,
    });

    return (
        <>
            <Drawer
                {...drawerProps}
                width={breakpoint.sm ? "500px" : "100%"}
                bodyStyle={{ padding: 0 }}
            >
                <Create saveButtonProps={saveButtonProps}>
                    <Form
                        {...formProps}
                        layout="vertical"
                        initialValues={{
                            isActive: true,
                        }}
                    >
                        <Form.Item
                            label="Client Company Name"
                            name="name"
                            rules={[
                                {
                                    required: true,
                                },
                            ]}
                        >
                            <Input />
                        </Form.Item>
                        <Form.Item label="Select Contact">
                            <div style={{ display: "flex" }}>
                                <Form.Item name={"contacts"} noStyle>
                                    <Select {...selectProps} mode="multiple" />
                                </Form.Item>
                                <Button type="link" onClick={() => show()}>
                                    Create Contact
                                </Button>
                            </div>
                        </Form.Item>
                    </Form>
                </Create>
            </Drawer>

            <CreateContact
                modalProps={modalProps}
                formProps={createContactFormProps}
            />
        </>
    );
};

Edit Client

src/components/client/EditClient.tsx:

import {
    Edit,
    Drawer,
    DrawerProps,
    Form,
    FormProps,
    Input,
    ButtonProps,
    Grid,
    Select,
    useSelect,
} from "@pankod/refine-antd";

type EditClientProps = {
    drawerProps: DrawerProps;
    formProps: FormProps;
    saveButtonProps: ButtonProps;
};

export const EditClient: React.FC<EditClientProps> = ({
    drawerProps,
    formProps,
    saveButtonProps,
}) => {
    const breakpoint = Grid.useBreakpoint();

    const { selectProps } = useSelect({
        resource: "contacts",
        optionLabel: "first_name",
    });

    return (
        <Drawer
            {...drawerProps}
            width={breakpoint.sm ? "500px" : "100%"}
            bodyStyle={{ padding: 0 }}
        >
            <Edit saveButtonProps={saveButtonProps}>
                <Form
                    {...formProps}
                    layout="vertical"
                    initialValues={{
                        isActive: true,
                    }}
                >
                    <Form.Item
                        label="Client Company Name"
                        name="name"
                        rules={[
                            {
                                required: true,
                            },
                        ]}
                    >
                        <Input />
                    </Form.Item>
                    <Form.Item label="Select Contact" name="contacts">
                        <Select {...selectProps} mode="multiple" />
                    </Form.Item>
                </Form>
            </Edit>
        </Drawer>
    );
};

Client List Page

Above, we created Card, Create and Edit components. Let's define and use these components we have created in our ClientList.

src/pages/client/ClientList.tsx:

import { IResourceComponentsProps, HttpError } from "@pankod/refine-core";

import {
    useSimpleList,
    AntdList,
    List,
    useDrawerForm,
    CreateButton,
} from "@pankod/refine-antd";

import { IClient } from "interfaces";
import { ClientItem, CreateClient, EditClient } from "components/client";

export const ClientList: React.FC<IResourceComponentsProps> = () => {
    const { listProps } = useSimpleList<IClient>({
        metaData: { populate: ["contacts"] },
    });

    const {
        drawerProps: createDrawerProps,
        formProps: createFormProps,
        saveButtonProps: createSaveButtonProps,
        show: createShow,
    } = useDrawerForm<IClient, HttpError, IClient>({
        action: "create",
        resource: "clients",
        redirect: false,
    });

    const {
        drawerProps: editDrawerProps,
        formProps: editFormProps,
        saveButtonProps: editSaveButtonProps,
        show: editShow,
    } = useDrawerForm<IClient, HttpError, IClient>({
        action: "edit",
        resource: "clients",
        redirect: false,
    });

    return (
        <>
            <List
                pageHeaderProps={{
                    extra: <CreateButton onClick={() => createShow()} />,
                }}
            >
                <AntdList
                    grid={{ gutter: 24, xs: 1 }}
                    {...listProps}
                    renderItem={(item) => (
                        <AntdList.Item>
                            <ClientItem item={item} editShow={editShow} />
                        </AntdList.Item>
                    )}
                />
            </List>
            <CreateClient
                drawerProps={createDrawerProps}
                formProps={createFormProps}
                saveButtonProps={createSaveButtonProps}
            />
            <EditClient
                drawerProps={editDrawerProps}
                formProps={editFormProps}
                saveButtonProps={editSaveButtonProps}
            />
        </>
    );
};

We created our Client and Contact pages. Now, let's create a Client with refine and define contacts for our clients.

Conclusion

We have completed the first step of our project, creating a basic platform for users to create their company and clients. In the next section, we will add more functionality to this program by allowing users to generate invoices and track payments. Stay tuned as we continue working on Refine Invoice Generator!

For more information about refine ->

Live CodeSandbox Example

You can find the Refine Invoice Generator Part II article here →

Blog

Develop your Own Customizable Invoice Generator with Refine and Strapi | Part I

Melih Ekinci

Introduction

Setup Refine Project

Usage

Configure Refine for Strapi-v4

Create Strapi Collections

Your Company Detail Page

Company Card Component

Company List Page

Contact Page

Client List Page

Client Card Component

Client Create and Edit Page

Client List Page

Conclusion

Join Our Newsletter. No Spam, Only the good stuff.

Related

Develop your Own Customizable Invoice Generator with Refine and Strapi | Part I

Melih Ekinci

Introduction

Setup Refine Project

Usage

Configure Refine for Strapi-v4​

Create Strapi Collections​

Your Company Detail Page

Company Card Component

Company List Page

Contact Page

Client List Page

Client Card Component

Client Create and Edit Page

Client List Page

Conclusion

Join Our Newsletter. No Spam, Only the good stuff.

Related

Configure Refine for Strapi-v4

Create Strapi Collections