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    lifangda

    reportlab

    lifangda/reportlab
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    About

    PDF generation toolkit. Create invoices, reports, certificates, forms, charts, tables, barcodes, QR codes, Canvas/Platypus APIs, for professional document automation.

    SKILL.md

    ReportLab PDF Generation

    Overview

    ReportLab is a powerful Python library for programmatic PDF generation. Create anything from simple documents to complex reports with tables, charts, images, and interactive forms.

    Two main approaches:

    • Canvas API (low-level): Direct drawing with coordinate-based positioning - use for precise layouts
    • Platypus (high-level): Flowing document layout with automatic page breaks - use for multi-page documents

    Core capabilities:

    • Text with rich formatting and custom fonts
    • Tables with complex styling and cell spanning
    • Charts (bar, line, pie, area, scatter)
    • Barcodes and QR codes (Code128, EAN, QR, etc.)
    • Images with transparency
    • PDF features (links, bookmarks, forms, encryption)

    Choosing the Right Approach

    Use Canvas API when:

    • Creating labels, business cards, certificates
    • Precise positioning is critical (x, y coordinates)
    • Single-page documents or simple layouts
    • Drawing graphics, shapes, and custom designs
    • Adding barcodes or QR codes at specific locations

    Use Platypus when:

    • Creating multi-page documents (reports, articles, books)
    • Content should flow automatically across pages
    • Need headers/footers that repeat on each page
    • Working with paragraphs that can split across pages
    • Building complex documents with table of contents

    Use Both when:

    • Complex reports need both flowing content AND precise positioning
    • Adding headers/footers to Platypus documents (use onPage callback with Canvas)
    • Embedding custom graphics (Canvas) within flowing documents (Platypus)

    Quick Start Examples

    Simple Canvas Document

    from reportlab.pdfgen import canvas
    from reportlab.lib.pagesizes import letter
    from reportlab.lib.units import inch
    
    c = canvas.Canvas("output.pdf", pagesize=letter)
    width, height = letter
    
    # Draw text
    c.setFont("Helvetica-Bold", 24)
    c.drawString(inch, height - inch, "Hello ReportLab!")
    
    # Draw a rectangle
    c.setFillColorRGB(0.2, 0.4, 0.8)
    c.rect(inch, 5*inch, 4*inch, 2*inch, fill=1)
    
    # Save
    c.showPage()
    c.save()
    

    Simple Platypus Document

    from reportlab.lib.pagesizes import letter
    from reportlab.platypus import SimpleDocTemplate, Paragraph, Spacer
    from reportlab.lib.styles import getSampleStyleSheet
    from reportlab.lib.units import inch
    
    doc = SimpleDocTemplate("output.pdf", pagesize=letter)
    story = []
    styles = getSampleStyleSheet()
    
    # Add content
    story.append(Paragraph("Document Title", styles['Title']))
    story.append(Spacer(1, 0.2*inch))
    story.append(Paragraph("This is body text with <b>bold</b> and <i>italic</i>.", styles['BodyText']))
    
    # Build PDF
    doc.build(story)
    

    Common Tasks

    Creating Tables

    Tables work with both Canvas (via Drawing) and Platypus (as Flowables):

    from reportlab.platypus import Table, TableStyle
    from reportlab.lib import colors
    from reportlab.lib.units import inch
    
    # Define data
    data = [
        ['Product', 'Q1', 'Q2', 'Q3', 'Q4'],
        ['Widget A', '100', '150', '130', '180'],
        ['Widget B', '80', '120', '110', '160'],
    ]
    
    # Create table
    table = Table(data, colWidths=[2*inch, 1*inch, 1*inch, 1*inch, 1*inch])
    
    # Apply styling
    style = TableStyle([
        # Header row
        ('BACKGROUND', (0, 0), (-1, 0), colors.darkblue),
        ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
        ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
        ('ALIGN', (0, 0), (-1, -1), 'CENTER'),
    
        # Data rows
        ('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.lightgrey]),
        ('GRID', (0, 0), (-1, -1), 1, colors.black),
    ])
    
    table.setStyle(style)
    
    # Add to Platypus story
    story.append(table)
    
    # Or draw on Canvas
    table.wrapOn(c, width, height)
    table.drawOn(c, x, y)
    

    Detailed table reference: See references/tables_reference.md for cell spanning, borders, alignment, and advanced styling.

    Creating Charts

    Charts use the graphics framework and can be added to both Canvas and Platypus:

    from reportlab.graphics.shapes import Drawing
    from reportlab.graphics.charts.barcharts import VerticalBarChart
    from reportlab.lib import colors
    
    # Create drawing
    drawing = Drawing(400, 200)
    
    # Create chart
    chart = VerticalBarChart()
    chart.x = 50
    chart.y = 50
    chart.width = 300
    chart.height = 125
    
    # Set data
    chart.data = [[100, 150, 130, 180, 140]]
    chart.categoryAxis.categoryNames = ['Q1', 'Q2', 'Q3', 'Q4', 'Q5']
    
    # Style
    chart.bars[0].fillColor = colors.blue
    chart.valueAxis.valueMin = 0
    chart.valueAxis.valueMax = 200
    
    # Add to drawing
    drawing.add(chart)
    
    # Use in Platypus
    story.append(drawing)
    
    # Or render directly to PDF
    from reportlab.graphics import renderPDF
    renderPDF.drawToFile(drawing, 'chart.pdf', 'Chart Title')
    

    Available chart types: Bar (vertical/horizontal), Line, Pie, Area, Scatter Detailed charts reference: See references/charts_reference.md for all chart types, styling, legends, and customization.

    Adding Barcodes and QR Codes

    from reportlab.graphics.barcode import code128
    from reportlab.graphics.barcode.qr import QrCodeWidget
    from reportlab.graphics.shapes import Drawing
    from reportlab.graphics import renderPDF
    
    # Code128 barcode (general purpose)
    barcode = code128.Code128("ABC123456789", barHeight=0.5*inch)
    
    # On Canvas
    barcode.drawOn(c, x, y)
    
    # QR Code
    qr = QrCodeWidget("https://example.com")
    qr.barWidth = 2*inch
    qr.barHeight = 2*inch
    
    # Wrap in Drawing for Platypus
    d = Drawing()
    d.add(qr)
    story.append(d)
    

    Supported formats: Code128, Code39, EAN-13, EAN-8, UPC-A, ISBN, QR, Data Matrix, and 20+ more Detailed barcode reference: See references/barcodes_reference.md for all formats and usage examples.

    Working with Text and Fonts

    from reportlab.platypus import Paragraph
    from reportlab.lib.styles import ParagraphStyle
    from reportlab.lib.enums import TA_JUSTIFY
    
    # Create custom style
    custom_style = ParagraphStyle(
        'CustomStyle',
        fontSize=12,
        leading=14,           # Line spacing
        alignment=TA_JUSTIFY,
        spaceAfter=10,
        textColor=colors.black,
    )
    
    # Paragraph with inline formatting
    text = """
    This paragraph has <b>bold</b>, <i>italic</i>, and <u>underlined</u> text.
    You can also use <font color="blue">colors</font> and <font size="14">different sizes</font>.
    Chemical formula: H<sub>2</sub>O, Einstein: E=mc<sup>2</sup>
    """
    
    para = Paragraph(text, custom_style)
    story.append(para)
    

    Using custom fonts:

    from reportlab.pdfbase import pdfmetrics
    from reportlab.pdfbase.ttfonts import TTFont
    
    # Register TrueType font
    pdfmetrics.registerFont(TTFont('CustomFont', 'CustomFont.ttf'))
    
    # Use in Canvas
    c.setFont('CustomFont', 12)
    
    # Use in Paragraph style
    style = ParagraphStyle('Custom', fontName='CustomFont', fontSize=12)
    

    Detailed text reference: See references/text_and_fonts.md for paragraph styles, font families, Asian languages, Greek letters, and formatting.

    Adding Images

    from reportlab.platypus import Image
    from reportlab.lib.units import inch
    
    # In Platypus
    img = Image('photo.jpg', width=4*inch, height=3*inch)
    story.append(img)
    
    # Maintain aspect ratio
    img = Image('photo.jpg', width=4*inch, height=3*inch, kind='proportional')
    
    # In Canvas
    c.drawImage('photo.jpg', x, y, width=4*inch, height=3*inch)
    
    # With transparency (mask white background)
    c.drawImage('logo.png', x, y, mask=[255,255,255,255,255,255])
    

    Creating Forms

    from reportlab.pdfgen import canvas
    from reportlab.lib.colors import black, white, lightgrey
    
    c = canvas.Canvas("form.pdf")
    
    # Text field
    c.acroForm.textfield(
        name="name",
        tooltip="Enter your name",
        x=100, y=700,
        width=200, height=20,
        borderColor=black,
        fillColor=lightgrey,
        forceBorder=True
    )
    
    # Checkbox
    c.acroForm.checkbox(
        name="agree",
        x=100, y=650,
        size=20,
        buttonStyle='check',
        checked=False
    )
    
    # Dropdown
    c.acroForm.choice(
        name="country",
        x=100, y=600,
        width=150, height=20,
        options=[("United States", "US"), ("Canada", "CA")],
        forceBorder=True
    )
    
    c.save()
    

    Detailed PDF features reference: See references/pdf_features.md for forms, links, bookmarks, encryption, and metadata.

    Headers and Footers

    For Platypus documents, use page callbacks:

    from reportlab.platypus import BaseDocTemplate, PageTemplate, Frame
    
    def add_header_footer(canvas, doc):
        """Called on each page"""
        canvas.saveState()
    
        # Header
        canvas.setFont('Helvetica', 9)
        canvas.drawString(inch, height - 0.5*inch, "Document Title")
    
        # Footer
        canvas.drawRightString(width - inch, 0.5*inch, f"Page {doc.page}")
    
        canvas.restoreState()
    
    # Set up document
    doc = BaseDocTemplate("output.pdf")
    frame = Frame(doc.leftMargin, doc.bottomMargin, doc.width, doc.height, id='normal')
    template = PageTemplate(id='normal', frames=[frame], onPage=add_header_footer)
    doc.addPageTemplates([template])
    
    # Build with story
    doc.build(story)
    

    Helper Scripts

    This skill includes helper scripts for common tasks:

    Quick Document Generator

    Use scripts/quick_document.py for rapid document creation:

    from scripts.quick_document import create_simple_document, create_styled_table
    
    # Simple document from content blocks
    content = [
        {'type': 'heading', 'content': 'Introduction'},
        {'type': 'paragraph', 'content': 'Your text here...'},
        {'type': 'bullet', 'content': 'Bullet point'},
    ]
    
    create_simple_document("output.pdf", "My Document", content_blocks=content)
    
    # Styled tables with presets
    data = [['Header1', 'Header2'], ['Data1', 'Data2']]
    table = create_styled_table(data, style_name='striped')  # 'default', 'striped', 'minimal', 'report'
    

    Template Examples

    Complete working examples in assets/:

    Invoice Template

    assets/invoice_template.py - Professional invoice with:

    • Company and client information
    • Itemized table with calculations
    • Tax and totals
    • Terms and notes
    • Logo placement
    from assets.invoice_template import create_invoice
    
    create_invoice(
        filename="invoice.pdf",
        invoice_number="INV-2024-001",
        invoice_date="January 15, 2024",
        due_date="February 15, 2024",
        company_info={'name': 'Acme Corp', 'address': '...', 'phone': '...', 'email': '...'},
        client_info={'name': 'Client Name', ...},
        items=[
            {'description': 'Service', 'quantity': 1, 'unit_price': 500.00},
            ...
        ],
        tax_rate=0.08,
        notes="Thank you for your business!",
    )
    

    Report Template

    assets/report_template.py - Multi-page business report with:

    • Cover page
    • Table of contents
    • Multiple sections with subsections
    • Charts and tables
    • Headers and footers
    from assets.report_template import create_report
    
    report_data = {
        'title': 'Quarterly Report',
        'subtitle': 'Q4 2023',
        'author': 'Analytics Team',
        'sections': [
            {
                'title': 'Executive Summary',
                'content': 'Report content...',
                'table_data': {...},
                'chart_data': {...}
            },
            ...
        ]
    }
    
    create_report("report.pdf", report_data)
    

    Reference Documentation

    Comprehensive API references organized by feature:

    • references/canvas_api.md - Low-level Canvas: drawing primitives, coordinates, transformations, state management, images, paths
    • references/platypus_guide.md - High-level Platypus: document templates, frames, flowables, page layouts, TOC
    • references/text_and_fonts.md - Text formatting: paragraph styles, inline markup, custom fonts, Asian languages, bullets, sequences
    • references/tables_reference.md - Tables: creation, styling, cell spanning, borders, alignment, colors, gradients
    • references/charts_reference.md - Charts: all chart types, data handling, axes, legends, colors, rendering
    • references/barcodes_reference.md - Barcodes: Code128, QR codes, EAN, UPC, postal codes, and 20+ formats
    • references/pdf_features.md - PDF features: links, bookmarks, forms, encryption, metadata, page transitions

    Best Practices

    Coordinate System (Canvas)

    • Origin (0, 0) is lower-left corner (not top-left)
    • Y-axis points upward
    • Units are in points (72 points = 1 inch)
    • Always specify page size explicitly
    from reportlab.lib.pagesizes import letter
    from reportlab.lib.units import inch
    
    width, height = letter
    margin = inch
    
    # Top of page
    y_top = height - margin
    
    # Bottom of page
    y_bottom = margin
    

    Choosing Page Size

    from reportlab.lib.pagesizes import letter, A4, landscape
    
    # US Letter (8.5" x 11")
    pagesize=letter
    
    # ISO A4 (210mm x 297mm)
    pagesize=A4
    
    # Landscape
    pagesize=landscape(letter)
    
    # Custom
    pagesize=(6*inch, 9*inch)
    

    Performance Tips

    1. Use drawImage() over drawInlineImage() - caches images for reuse
    2. Enable compression for large files: canvas.Canvas("file.pdf", pageCompression=1)
    3. Reuse styles - create once, use throughout document
    4. Use Forms/XObjects for repeated graphics

    Common Patterns

    Centering text on Canvas:

    text = "Centered Text"
    text_width = c.stringWidth(text, "Helvetica", 12)
    x = (width - text_width) / 2
    c.drawString(x, y, text)
    
    # Or use built-in
    c.drawCentredString(width/2, y, text)
    

    Page breaks in Platypus:

    from reportlab.platypus import PageBreak
    
    story.append(PageBreak())
    

    Keep content together (no split):

    from reportlab.platypus import KeepTogether
    
    story.append(KeepTogether([
        heading,
        paragraph1,
        paragraph2,
    ]))
    

    Alternate row colors:

    style = TableStyle([
        ('ROWBACKGROUNDS', (0, 1), (-1, -1), [colors.white, colors.lightgrey]),
    ])
    

    Troubleshooting

    Text overlaps or disappears:

    • Check Y-coordinates - remember origin is bottom-left
    • Ensure text fits within page bounds
    • Verify leading (line spacing) is greater than fontSize

    Table doesn't fit on page:

    • Reduce column widths
    • Decrease font size
    • Use landscape orientation
    • Enable table splitting with repeatRows

    Barcode not scanning:

    • Increase barHeight (try 0.5 inch minimum)
    • Set quiet=1 for quiet zones
    • Test print quality (300+ DPI recommended)
    • Validate data format for barcode type

    Font not found:

    • Register TrueType fonts with pdfmetrics.registerFont()
    • Use font family name exactly as registered
    • Check font file path is correct

    Images have white background:

    • Use mask parameter to make white transparent
    • Provide RGB range to mask: mask=[255,255,255,255,255,255]
    • Or use PNG with alpha channel

    Example Workflows

    Creating an Invoice

    1. Start with invoice template from assets/invoice_template.py
    2. Customize company info, logo path
    3. Add items with descriptions, quantities, prices
    4. Set tax rate if applicable
    5. Add notes and payment terms
    6. Generate PDF

    Creating a Report

    1. Start with report template from assets/report_template.py
    2. Define sections with titles and content
    3. Add tables for data using create_styled_table()
    4. Add charts using graphics framework
    5. Build with doc.multiBuild(story) for TOC

    Creating a Certificate

    1. Use Canvas API for precise positioning
    2. Load custom fonts for elegant typography
    3. Add border graphics or image background
    4. Position text elements (name, date, achievement)
    5. Optional: Add QR code for verification

    Creating Labels with Barcodes

    1. Use Canvas with custom page size (label dimensions)
    2. Calculate grid positions for multiple labels per page
    3. Draw label content (text, images)
    4. Add barcode at specific position
    5. Use showPage() between labels or grids

    Installation

    pip install reportlab
    
    # For image support
    pip install pillow
    
    # For charts
    pip install reportlab[renderPM]
    
    # For barcode support (included in reportlab)
    # QR codes require: pip install qrcode
    

    When to Use This Skill

    This skill should be used when:

    • Generating PDF documents programmatically
    • Creating invoices, receipts, or billing documents
    • Building reports with tables and charts
    • Generating certificates, badges, or credentials
    • Creating shipping labels or product labels with barcodes
    • Designing forms or fillable PDFs
    • Producing multi-page documents with consistent formatting
    • Converting data to PDF format for archival or distribution
    • Creating custom layouts that require precise positioning

    This skill provides comprehensive guidance for all ReportLab capabilities, from simple documents to complex multi-page reports with charts, tables, and interactive elements.

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