So, I’m working on a Drupal 6 project that ultimately replaces a big, complex Excel spreadsheet with a workflow as such:
- Customer books an appointment via the Bookings API
- Employee goes to customer and does a bunch of measurements
- Employee enters measurements into either an uploaded Excel spreadsheet or a web-based form
- Website generates a PDF with measurement sheet and the output from the Invoice module
- Customer receives an email with link to watermarked version of PDF.
- Customer pays online and receives link to unwatermarked PDF.
My questions are:
- What is the best way to go about Part 3 (Such that the data can be used by Parts 4-6)? CCK fields and a custom content type?
- What is the best way to combine content types (I.e., “Measurements” custom content type with “Invoice” content type) into a single PDF?
- Bonus Marks: Any way to auto-populate Invoice module content types?
Any help will be muchly appreciated!
I ended up using:
a. Storm for CRM functionality
b. Simple Payments for Storm Invoice payment
c. Print module for PDF output
d. Calendar (+ Views) for appointment booking (Used internally; stage 1 changed to “employee sets up appointment” in Storm Project)
e. CCK + Flexifield for the measurement sheet content type
f. Custom-written module to pass cost values to Storm and automate tasks between Storm/CCK measurement sheet.
Ubercart really is overkill for simple payment applications. Alas, Simple Payments is pretty poorly supported. If only there was a unified payment API or something…