Statement PDFs in Flask

Why statements become PDFs

A statement summarises a period that is now closed. Regenerating it later from live data would produce a different document, which defeats the point. That is the difference between a document and a view of a database, and it is why finance and account management keep asking for this.

What a statement has to carry

Before any of the code below matters, the template has to produce a document that is actually a statement. These are the fields that make it one, and the ones a reader or an auditor will look for first.

• the opening balance and the closing balance
• every transaction in the period with date, description and signed amount
• a running balance column, so a reader can find where a discrepancy starts
• the account identifier, usually masked
• the statement period, which must not overlap the previous one

Turning your Jinja2 template into a document

You already have the markup. Render_template("invoice.html", **context) gives you it as a string, which is the only input the render needs. url_for("static", filename=...) produces a path, not a URL. Pass _external=True when the markup is going to be rendered somewhere other than the user's browser, or inline the stylesheet.

The Flask implementation

httpx is the client most projects here already have. The render happens in a route returning send_file, and you return send_file with a BytesIO and mimetype="application/pdf".

# app.py
from io import BytesIO

import httpx
from flask import render_template, send_file


@app.get("/statements/<int:statement_id>.pdf")
def statement_pdf(statement_id):
    statement = Statement.query.get_or_404(statement_id)

    html = render_template("statement_pdf.html", statement=statement)

    upstream = httpx.post(
        "https://api.pdfpipe.xyz/v1/pdf",
        headers={"Authorization": f"Bearer {app.config['PDFPIPE_KEY']}"},
        json={"html": html, "options": {"format": "A4", "printBackground": True}},
        timeout=60.0,
    )
    upstream.raise_for_status()

    return send_file(
        BytesIO(upstream.content),
        mimetype="application/pdf",
        download_name=f"statement-{statement_id}.pdf",
    )

The CSS that makes a statement page correctly

The layout problem specific to this document is that a long transaction table spanning many pages, needing repeated headers and a running balance that stays legible after a break. These rules handle it.

/* Line items run past one page. Repeat the header, keep the
   totals block whole, and never strand a single row. */
thead { display: table-header-group; }
tfoot { display: table-footer-group; }
tr    { break-inside: avoid; }

.totals {
  break-inside: avoid;
  break-before: auto;
}

@page {
  size: A4;
  margin: 18mm 16mm 22mm;
}

What goes wrong in Flask

The development server handles one request at a time by default, so a render that takes two seconds makes the whole app look dead for two seconds. That is a dev-server artefact rather than a real problem, but it is the reason people conclude PDF generation is slow before they have deployed anything.

What people try first

Most Flask projects reach for pdfkit, which is a wrapper around the wkhtmltopdf binary. The binary has to be present on every machine, and its rendering engine is a fork of WebKit that stopped tracking the web around 2016. That works until it is running on more than one machine, at which point the browser becomes the thing you operate rather than the thing you use.

Where the statement lives afterwards

Rendering is the short part. Statements are the document most often requested again years later, usually for a loan application or an audit. Regenerating one from current data would produce different figures, so the rendered file is the record and has to be stored as issued.

Getting the document right

• Check the closing balance, which has to reconcile with the transactions listed above it.
• Generation is triggered by the end of a billing or accounting period, so size the timeout for that path rather than for a health check.
• This is a batch shape: render the run through the batch endpoint rather than firing thousands of individual requests.
• Backgrounds are painted by default here, so a design that uses colour needs nothing set. Only an explicit print_background of false turns them off.

Frequently asked

Related

Other Flask documents, and the same statement in other stacks.