Invoice Generation (PDF) Module

[rbarrero]

Hi guys...

I've developed a self-contained "Invoice" form that pulls Account data and populates said data into a downloadable PDF. Very useful tool for our sales group so they can spend more time on the phone, and less time copying and pasting into M$ Word.

It currently doesn't do any db storing at the moment... it simply, interactively pulls the Account data from mysql via AJAX and then sends the PDF over the wire.

Here is what I'd like to develop:
I'd like a "Add an Invoice" button to appear, like the Notes, on the account page. Clicking this button would pull the account data from sugar, show the data and the form on the next page. Upon confirmation of all fields, it would run the pdf functions to create the PDF and then store all this relevant Invoice data into a new table. It might also save the actual PDF into Sugar for later use.

Where is the documentation to achieve this? Are there any 'sample' modules I can dissect?

Initially, I would simply like to see my form function properly without storing anything into Sugar's database... so how can I go about this?

Any help, suggestions, advice would be VERY appreciated.

Thank you!

Rafael.

[sugarcare]

could you please send me the code. I will use it and test it out. I also need a simple PDF generator form code, not zuckerreports or jasper.

[rbarrero]

Being able to create very nice PDF documents from a HTML form is genius. The code is clean (sorry, not OO) and you simply have to map the HTML field names to the field names in your PDF (use Adobe Acrobat to create this). The PHP scripts will handle populating the fields into your PDF template, and then providing you a new, filled version.

Please reply to my private message in order to get the code. Do you want to develop this module for Sugar based on my code?

Thanks,

Rafael.

[ftreml]

Hi,

I'm actually thinking about integrating PDF generation into ZuckerReports. I think you are going in the same direction, maybe you want your code to be integrated and distributed with ZuckerReports ? You may pm me or send email to f.treml at go-mobile.at if interested.
Florian

[rbarrero]

After spending quite some time, I have been able to incorporate my self-contained form as a real module. Still in the Alpha phase, but working.

Here's an update:

I'm in the middle of incorporating a link from the Accounts "Shortcuts" so that the Invoice Form can be pre-populated with Account details.

Here's what works currently:

- Module Installation
- Tab
- Form itself
- PDF Generation and Download

Here's what's left to do:

- Pre-populate data if linked from Accounts
- Store Invoice Data
- Perform a List view of all Invoices

ZuckerReports? Hmm... How do you plan to implement this functionality? My PDF functions work well and can be used with beautiful, fillable PDF docs. It's my SugarCRM expertise that is in lacking... not sure if you want to use my code... or if we are thinking of the same manner of integration.

I could use help finishing this though.

Thanks.

[rgauss]

Might not be quite what you're looking for since it pulls invoice data from ProjectTasks but take a look at the project I've just released:

http://www.sugarforge.org/projects/invoices/

[patrickdight]

Here is another solution if you are still looking for one...

http://www.sugarforge.org/projects/jcrmtimeinvoice/