Automating Word Document Creation with Python and FastAPI (Using python-docx-template)

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  • MyrinNew
    Senior Member
    • Feb 2024
    • 5175

    #1

    Automating Word Document Creation with Python and FastAPI (Using python-docx-template)




    Ever needed to create a Word document filled with specific content? Better yet, have you wished to automate the process so you don’t have to manually update it each time the context changes?


    Well, look no further — Python, as always, has got us covered. With a library called python-docx-template”, dynamically rendering content into a template Word document becomes not only easy but also efficient.


    So, what exactly do I mean by dynamically generating Word documents?


    Take a basic example: an invoice.


    We all know how tiring it can be to manually update the data inside an invoice every time you need to send it to a customer. Sometimes, it’s simply not feasible to do it manually — like when the input data comes from an API call, and you need to auto-fill the details to generate an invoice for the customer.


    This is where dynamic Word document generation helps us.


    Imagine you have a Word document template that looks like this:





    The receiver’s and sender’s company details may change over time, and the items listed? They’ll almost always be different. One day it could be a single item; the next, it could be a hundred.


    So, how do we go about generating an invoice dynamically using a template?


    First, we need to take our template Word document and modify it to make it Jinja2-compatible. By incorporating Jinja2 templating language features, we gain powerful capabilities like conditional rendering, looping over arrays of data, and more. This allows us to dynamically populate the document based on the context provided.

    After modifying the original template and making it Jinja2-compatible, this is what we get:





    Now, I understand that expressions like tr if — endif and tr for — endfor might seem a bit confusing at first, but these are Jinja2-specific syntax for writing conditions and loops.


    Basically, anything between “{{ }}” represents a variable that will be rendered with its real value. For example, “{% tr if items %}” ensures that the items variable exists in the context before attempting to render table rows for it. Meanwhile, “{% tr for item in items %}” loops over the provided items, and for each item, it generates a table row containing information like item’s description and item’s amount.


    This way if the items array contains 100 objects, then the generated Word document will have 100 items rendered dynamically and so on.

    Now, let’s spin up a basic FastApi server and provide context to the Jinja2 template file above using Python.


    First, create a new empty folder, and then run the following command inside it to create a virtual environment:




    pip3 install virtualenv
    virtualenv -p python3 venv
    source venv/bin/activate





    After creating and activating the virtual environment, install required libraries:




    pip install "fastapi[standard]" docx docxtpl pydantic requests





    Then, Create a file “main.py” with:






    from fastapi import FastAPI

    app = FastAPI()


    @app.get("/")
    def read_root():
    return {"Hello": "World"}







    If you make a request (using Postman, or your browser) to “localhost:8000”, you should get this as the output:






    {
    "Hello": "World"
    }







    Now that we have a basic endpoint running, we can start rendering context into Word template file.


    Import your Jinja2 modified Word template file into the root of your project like so:





    Modify the main.py file to be:






    from fastapi import FastAPI
    from docxtpl import DocxTemplate, InlineImage
    from pydantic import BaseModel
    from typing import List
    from io import BytesIO
    from fastapi.responses import StreamingResponse
    from docx.shared import Mm
    import requests

    app = FastAPI()

    class Company(BaseModel):
    name: str
    logo: str | None = None
    address_line_1: str | None = None
    address_line_2: str | None = None
    address_line_3: str | None = None
    phone_number: str | None = None
    registered_id: str


    class BankInformation(BaseModel):
    name: str
    bank_name: str
    bank_address: str
    bank_swift_code: str
    account_number: str
    iban: str


    class Item(BaseModel):
    description: str
    amount: int


    class VatInformation(BaseModel):
    description: str
    percentage: int
    amount: int

    class InvoiceContext(BaseModel):
    company: Company
    billed_company: Company
    beneficiary: BankInformation
    sender: BankInformation
    items: List[Item]
    vat_info: VatInformation | None = None

    invoice_no: str
    invoice_date: str
    total_amount: int = 0


    def get_image_from_url(image_url: str):
    """Fetches an image from a provided URL and returns it as a BytesIO object."""
    response = requests.get(image_url)
    image = BytesIO(response.content)
    return image


    def process_logo(template, logo_url: str):
    """Process the logo URL and return the InlineImage if a valid URL is provided."""
    if logo_url:
    image = get_image_from_url(logo_url)
    return InlineImage(template, image, width=Mm(21))
    return None


    def process_total_amount(items: List[Item], vat_info: VatInformation | None) -> int:
    """
    Calculates the total amount for the invoice by summing the amounts of all items
    and adding the VAT (if provided).
    """
    total = sum(item.amount for item in items)

    if vat_info:
    # Calculate the VAT amount
    vat_amount = (total * vat_info.percentage) / 100
    total += vat_amount

    return total


    @app.post("/")
    async def create_invoice(context: InvoiceContext):
    # Load the template
    template = DocxTemplate("invoice_tpl.docx")

    context.company.logo = process_logo(template, context.company.logo)
    context.total_amount = process_total_amount(
    context.items, context.vat_info)

    # Render the template with the context
    template.render(context)

    # Save the document into a BytesIO buffer
    result = BytesIO()
    template.save(result)

    # Rewind the buffer to the beginning
    result.seek(0)

    # Return the result as a StreamingResponse
    return StreamingResponse(result,
    media_type="application/vnd.openxmlformats-officedocument.wordprocessingml.document",
    headers={"Content-Disposition": "attachment; filename=invoice.docx"})







    Now, let’s test the endpoint by sending a JSON body and retrieve the generated output.




    {
    "company": {
    "name": "Tech Corp",
    "logo": "https://lh3.googleusercontent.com/d_S5gxu_S1P6NR1gXeMthZeBzkrQMHdI5uvXrpn3nfJuXpCjlq hLQKH_hbOxTHxFhp5WugVOEcl4WDrv9rmKBDOMExhKU5KmmLFQ Vg",
    "address_line_1": "123 Tech Street",
    "address_line_2": "Suite 456",
    "address_line_3": "Tech City",
    "phone_number": "+1234567890",
    "registered_id": "TC12345"
    },
    "billed_company": {
    "name": "Client Inc.",
    "address_line_1": "789 Client Avenue",
    "address_line_2": "Floor 3",
    "address_line_3": "Client City",
    "phone_number": "+0987654321",
    "registered_id": "CI67890"
    },
    "beneficiary": {
    "name": "John Doe",
    "bank_name": "Global Bank",
    "bank_address": "123 Global Road, Cityville",
    "bank_swift_code": "GB1234XYZ",
    "account_number": "1234567890",
    "iban": "GB00BANK1234567890"
    },
    "sender": {
    "name": "Tech Corp",
    "bank_name": "TechBank",
    "bank_address": "456 Tech Avenue, Tech City",
    "bank_swift_code": "TB9876XYZ",
    "account_number": "9876543210",
    "iban": "GB00TBANK9876543210"
    },
    "items": [
    {
    "description": "Consulting services",
    "amount": 500
    },
    {
    "description": "Software license",
    "amount": 1200
    }
    ],
    "vat_info": {
    "description": "VAT at 20%",
    "percentage": 20,
    "amount": 340
    },
    "invoice_no": "INV123456",
    "invoice_date": "2024-12-23"
    }





    The output examples:











    Conclusion

    In this guide, we explored how to dynamically generate Word documents using python-docx-template and FastAPI. By combining Jinja2 templating with FastAPI, we created a flexible system to generate documents like invoices with dynamic data. This approach offers a simple, scalable solution for automating document creation based on user input.
    • The upcoming blog (Part 2) will cover how to dynamically render context to PDFs.


    You can find both the template file and the main.py file in the repository:

    *https://github.com/huseink/docx-dynamic-generation*


    Follow me for more:

    Husein Kantarci

    *Personal portfolio*huseink.dev



    *https://www.linkedin.com/in/huseinkantarci/*


    *https://github.com/huseink*


    *https://gitlab.com/huseinkntrc*




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