Invoice Export & PDF Generation — business view

1. Business Summary

Produces brand-specific PDF invoices using the finance calculation logic; supports POs export.

2. Business Value

Customer-facing billing artifacts.

3. Users / Stakeholders

Finance, AMs, clients.

4. Workflows

• Pre-freeze: tasks finalised, verification stage set, OUT folder upload progress recorded.
• Aggregate jobs/tasks; compute totals; generate PDF using brand template.

5. Sub-Features

• POs export.
• Verification stage handling.
• Bulk task status updates.

6. Business Rules

• Updates tasks before computing invoice totals.
• Output formatting per brand.

7. Data Entities

Job, Task, Client Invoice, Brand, Currency, Tax.

8. Entry Points

• Finance export screens; common submit hooks.

9. Inputs & Outputs

• Inputs: invoice, jobs, currency rates.
• Outputs: PDF documents, persisted derived fields.

10. Integrations

• TMS (out-folder progress).

11. Calculations / Logic

• Tax, discount, extra fees, minimum price, currency.

12. Status Lifecycle

• N/A.

13. Permissions

• Finance.

14. Reports & KPIs

• PDF render success, exception counts.

15. Risks & Observations

• Brand-template fragmentation (many templates).
• Silent failures if templates are missing.

16. Source Code Evidence

• app/Controller/{ExportInvoicesController, ExportInvoicesPOsController}.php.