Specifications Formletters

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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:

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

called from: https://github.com/tpokorra/openpetragit/blob/master/csharp/ICT/Petra/Server/lib/MFinance/Gift/Gift.Receipting.cs#L123

print application form to PDF

see https://github.com/tpokorra/openpetragit/blob/master/csharp/ICT/Petra/Server/lib/MPartner/Common/ImportPartnerForm.cs#L313

mail merge letter

printing some lists