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  • Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
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Author Topic: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode  (Read 5686 times)

artd

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Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
August 26, 2010, 01:36:17 am
Hi Civis out there

We are working with civi in a couple of different settings. Always together with the great joomla! CMS. Because we used in our projects civicrm for membership sites and event management stuff, we would love to see the following features implementet in civicrm as a core functionality supported by further releases.

In the first step of this project we would like to evaluate the idea as whole and check if that should be a reason to follow the idea in the step of a concept, to estimate cost and check if we can develop it or sponsor the developpment.

The Vision is:
Imagine with CIVICRM that you can print/send out Invoices and Payment Confirmation Messages as PDF Attachments via Mail.
Payment Confirmations for an Event Fee would look like Tickets and it is possible to have a generated Barcode on the Ticket. On a certain Event it is possible to use this ticket with a barcode scanner. To send out pdf is a setting choosable for every event. Some parts of the pdf are easy changable for an admin (fonts, logo, some template setting etc.).

Generated PDF's are stored in a folder on the server, numbered and namend in a distinct way. You can send out PDF automatic via Mail or creating the PDF manually in the backend and print this out.

For ticketing it should be possible to choose information that you can put in a barcode. At least it should be the user's ID.
 

What do you think? Does this sound meaningfull? What would be your wishes for that? Have you any experiences with that?
Thank you for your comments..
best regards
Raphael

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
August 26, 2010, 05:04:38 am
sounds great. i'm sure there are many member and event-oriented orgs that would benefit from it.
one thing you might want to include is a count against the number of times a ticket/receipt has been generated and/or emailed
and would want to think through what happens at the receiving end -- i assume the barcode would be scanned when entering the event. the barcoders would be prepopulated with the event registrant list so you can import back into the event as an update process to confirm attendance? there may be ways to streamline that process back into the system
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artd

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
September 02, 2010, 01:57:19 am
Hi there

We have a first idea how a simple solution for our idea could be check image below...
We made also first test with dompdf and the Mail Class of pear...

Do you have an idea where to start on the code to make this modification?

greetings
Raphael

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
September 02, 2010, 02:17:59 am
Hi, something quite similar came up.

http://forum.civicrm.org/index.php/topic,15412.0.html

That'd be great if you could put the resources together. Bit confused right now on who can pay, can code, has something, has a wishlist but none of the above... ;)

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artd

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
September 02, 2010, 05:08:46 am
Thanks Xavier

Looks like this was a Drupal only solution.
We will develop such a solution for joomla thats for sure! at the moment we are spinning around if we should make a module for civicrm called CIVIPDF for generating invoices, similar to CIVIMail.
It should be integrated in the whole workflow of the civievent modul and easy to handle...
If you have any requirements and ideas please ad this here..

thanks
Raphael

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
September 02, 2010, 05:41:13 am
Quote from: artd on September 02, 2010, 05:08:46 am
at the moment we are spinning around if we should make a module for civicrm called CIVIPDF for generating invoices, similar to CIVIMail.

I have just worked on a new civicrm module, I would recommend you to go that road when that's really a new feature unrelated to another.

In this case, that's more adding features to civievent. I'm quite sure you can more easily add it to the core directly, eg. like you have a send a confirmation email, you can have a send an invoice/barcode.

Could you start a page in the wiki, to put the features and describes how you plan to implement  (eg if you need a schema change) ?

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Donald Lobo

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
September 02, 2010, 10:18:47 am

Seems like these features would be useful if they are part of core so both joomla/drupal folks can use it. Might want to consider extending CiviEvent to do these features and incorporate hershel's work in this

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Hershel

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
September 02, 2010, 12:21:50 pm
Quote from: Donald Lobo on September 02, 2010, 10:18:47 am
Seems like these features would be useful if they are part of core so both joomla/drupal folks can use it.

Without question.

Quote from: Donald Lobo on September 02, 2010, 10:18:47 am
Might want to consider extending CiviEvent to do these features and incorporate hershel's work in this

Tickets are relevant to CiviEvent, but Receipts are relevant also to CiviContribute, just like badges are related to core functionality. So a more generic PDF engine solution would be more in order I would think.

I know anyhow that the demand for both tickets and receipts is growing. :)
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Donald Lobo

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
September 02, 2010, 12:36:01 pm

we now ship dompdf with civicrm and use it to generate pdf documents from html. its not a bad solution

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scolson

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
September 02, 2010, 02:34:55 pm
Regarding the invoicing capability, we have it on our company's roadmap for Civicrm to develop an entire accounting subsystem. Clients want the ability to do recurring invoicing, split billing, proper refunds, proper comp'ing for paid tasks, etc. I recall seeing a blog post awhile back about thinking about this, but I do not recall seeing anything further.

If anyone wants to work with us on this endeavor, we would love to collaborate!

(Lobo: I know we emailed about this very briefly earlier this year -- this got put on hold while we needed to upgrade a ton of legacy code)

xavier

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
September 02, 2010, 02:48:08 pm
Hi,

The code written for events' badge is fairly "generic" in the approach: you get the caller that does the job of fetching what's needed, gives it as a param to the pdf class, that does the layouting.
 
Each format is a different class that inherits the same parent, so you can more or less do whatever you want.

Not sure if the code can be reused, but the principle certainly can, and probably most of the configuration code.

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artd

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
September 02, 2010, 10:01:49 pm
Hi Thank you al for the dicussion

At the moment we are looking for an entry point and it is not easy to find because we are not so familar with the sysem yet.
Can you give us a hint:

1. Adding the checkbox in CIVIEVENT managing and saving the state in a DB (like on the image above). Where would you start to have a look?
2. and we must catch where the message template is generated. Any tip here?

thank you all.
best regards
Raphael

xavier

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
September 02, 2010, 10:59:04 pm
View the source, search for .tpl and follow from there is the default discovery pattern.

You might benefit to read a bit of overview on the implementation of CiviCRM:

http://en.flossmanuals.net/CiviCRM/DevelopIntro
http://civicrm.org/architecture

Check with  hershel to work together on it or at least get inspired on the code, will probably saves you time.

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Hershel

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
September 03, 2010, 01:47:12 am
I think xavier's suggestion above of reusing the badge method is ideal. Raphael, if you have specific questions, just ask, and on IRC you may find it easier to deal with programming issues.
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SarahG (FountainTribe)

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Re: Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode
September 04, 2010, 05:04:28 am
Regarding the invoicing with CiviCRM: I already have clients using CiviCRM for sending email and paper invoices.  They are using the custom mail merge token called "contact.pending_payments" .  The code for that token was previously shared at http://civicrm.org/blogs/sgladstone/dealing-joint-greetings-part-2-code-provided

I have been working on some additional invoice-related  mail merge tokens ( such as total balance, etc ) that I am still getting client feedback on and making changes to.

They send the paper invoices by using the "Create PDF Letter" action and then use the "pending_payments" mail merge token.

What did you have in mind for invoicing?  I would like to work with other folks who also need invoicing.
« Last Edit: September 04, 2010, 05:07:20 am by sgladstone »
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  • CiviCRM Community Forums (archive) »
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  • Developer Discussion (Moderator: Donald Lobo) »
  • Spread your Ideas: CIVICRM with PDF Invoices and Tickets including Barcode

This forum was archived on 2017-11-26.