Specifications Formletters
Intro
This is about formletters, also known as Mail Merge, etc
You want to send a letter to a donor, generated from data which is stored in OpenPetra
Old Petra 2.x
Formletters were stored in several database tables, and assembled from there. Quite complicated to edit for the user, and difficult to see what you are doing. Eg the annual gift receipts was a nightmare.
OpenPetra initial steps
At the moment, we have routines to print letters from HTML templates.
These are also not so easy to be edited by untrained staff (need to know HTML, but not all HTML features are supported by our own HTML2Print/PDF renderer), but at least easier for us developers. We could offer services to help offices get the initial version of their html template...
Examples
Examples for such templates are visible here:
- annual gift receipt: https://github.com/tpokorra/openpetragit/blob/master/demodata/formletters/AnnualReceipt.html
- application form for a conference: https://github.com/tpokorra/openpetragit/blob/master/demodata/formletters/ApplicationPDF.en-US.html
- mail merge letter: https://github.com/tpokorra/openpetragit/blob/master/demodata/formletters/NewDonorSubscriptionLetter.html
- printing some lists: https://github.com/tpokorra/openpetragit/blob/master/demodata/formletters/MedicalReport.html
formletters code for HTML templates
- the code is implemented here:
https://github.com/tpokorra/openpetragit/blob/master/csharp/ICT/Common/Printing/FormLetters.cs
annual gift receipts
print application form to PDF
mail merge letter
- client side: https://github.com/tpokorra/openpetragit/blob/master/csharp/ICT/Petra/Client/MFinance/Gui/Gift/GiftNewDonorLetter.ManualCode.cs#L101
- server side: https://github.com/tpokorra/openpetragit/blob/master/csharp/ICT/Petra/Server/lib/MFinance/Gift/Gift.NewDonorSubscription.cs#L166