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Create contracts for customers from yaml files received from anschluss.

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vertrag

vertrag is a command line based tool to generate contract documents from yaml files.

Features

  • purely file based (no database)
  • customizeable (contract layout is HTML/CSS)

Installation

Clone this repository to your machine:

$ git clone https://github.com/westnetz/vertrag

Install the package

$ make install

Note: At the moment installation via pip only works, if you provide the -e option. Therefore it is recommended to use the provided make install method.

Getting Started

This section is a quick walkthrough all the features.

Initialization

Before you can start generating your own contracts you need to setup your working directory for vertrag. By invoking

$ vertrag init

all required directory and configuration files will be placed in the current working directory. It is recommended to do this in a clean directory or in your already existing or to-be-working-directory for rechnung

Configuration and Customization

You can now edit the vertrag.config.yaml file to your needs. You need to enter the credentials for the mail server if you want to send out your contracts by email.

Customization of the invoices can be done by editing the invoice template templates/contract_template.j2.html and the corresponding stylesheet in assets/contract.css.

Contract Creation

You copy your request-yaml-files originating e.g. from anschluss to your anschluss directory. The following command

$ vertrag create ANSCHLUSS_REQUEST_ID 

will create the contract yaml. Some information has to be entered by you e.g. the monthly price.

PDF Creation

If everything is correct, you are ready to create your pdf contracts.

$ vertrag render CONTRACT_ID

This command will render your contract.

Contract Delivery

If you want to use the included mail delivery service, you should customize the invoice mail template to your needs: templates/contract_mail_template.j2.

After doing that, you can send the contract to your customer:

$ vertrag send CONTRACT_ID

And that's it!

Copyright

F. Rämisch, 2019

License

GNU General Public License v3

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Create contracts for customers from yaml files received from anschluss.

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