Roster by household for United Church Directories
Prints a household as a single row in HTML output, per the requirements for submitting a membership roster to Universal Church Directories (and maybe others).
Preview
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<!--
This report is based on "Household Dynamic Mailing Labels - Table (Run as HTML)"
by Devin Wipperman (https://pcochef.com/recipes/7ZKBM8y). It prints household members on a single row in the
HTML output, per the requirements for submitting a membership roster to
Universal Church Directories (and maybe others).
Using the original's core logic, only the names of people on the list passed into
the report are included. If both members of a married couple are included in the list,
the "first name" field generates as "John & Jane" or "John Smith & Jane Doe" depending
on whether they share a last name. Two unmarried adults (of the same household) are included
similarly. Children of the household are listed as a single field, comma-separated.
UCDirectories allows home, cell-1 (presumably primary member) and cell-2 (second adult) for phone
numbers; emails are similarly email-1 (primary member) and email-2 (second adult). All additional
data in the household are discarded, as UCDirectories doesn't recognize them for their roster.
The report generates as a table when run as an HTML report, suitable for copy-and-pasting
into a spreadsheet.
-->
<html lang="en">
<head>
<meta charset="utf-8">
<link href="https://unpkg.com/bootstrap@4.3.1/dist/css/bootstrap.min.css" rel="stylesheet">
<link href="https://unpkg.com/bootstrap-table@1.15.5/dist/bootstrap-table.min.css" rel="stylesheet">
<link rel="stylesheet" href="https://use.fontawesome.com/releases/v5.6.3/css/all.css" integrity="sha384-UHRtZLI+pbxtHCWp1t77Bi1L4ZtiqrqD80Kn4Z8NTSRyMA2Fd33n5dQ8lWUE00s/" crossorigin="anonymous">
<style>
#toolbar { margin: 0; }
tr.household > td {
padding: 0.25em; }
tr:nth-child(even) { background-color: #edf2f7; }
thead {
border-bottom: 1px solid #bec9d3; }
th { padding: .5em; }
.avatar {
width: 50px;
height: 50px;
border-radius: 25px 25px 25px 25px;
-moz-border-radius: 25px 25px 25px 25px;
-webkit-border-radius: 25px 25px 25px 25px;
}
.container {
width: 100%;
padding-top: 15px;
}
</style>
</head>
<body>
<div class="container">
<h2>
{{ list.name }}
<br>
<small>
{{ organization.name }}
</small>
</h2>
<div class="clearfix"></div>
<table id="table" style="width: 100%"<thead>
<tr>
<th style="text-align: left">LastName</th>
<th style="text-align: left">First(adult)</th>
<th style="text-align: left">Children</th>
<th style="text-align: left">Street 1</th>
<th style="text-align: left">Street 2</th>
<th style="text-align: left">City</th>
<th style="text-align: left">State</th>
<th style="text-align: left">Zip</th>
<th style="text-align: left">Home Phone</th>
<th style="text-align: left">Cell-Phone1</th>
<th style="text-align: left">Cell-Phone2</th>
<th style="text-align: left">Email1</th>
<th style="text-align: left">Email2</th>
</tr>
</thead>
<tbody>
<!-- Add IDs of all people on list to array -->
{% assign inclusionArray = '' | split: '$' %}
{% for person in people %}
{% assign addArray = person.id | split: '$' %}
{% assign inclusionArray = inclusionArray | concat: addArray %}
{% endfor %}
{% for household in households %}
{% assign lastNameArray = '' | split: '$' %}
{% assign marriedAdults = 0 %}
{% assign includedAdults = 0 %}
{% assign sameLast = false %}
{% assign homePhone = '' %}
{% assign cellPrimary = '' %}
{% assign cellSecondary = '' %}
{% assign emailPrimary = '' %}
{% assign emailSecondary = '' %}
<!-- Count number of married adults, and total adults on the list in this household -->
{% for person in household.adults %}
<!-- Convert Person ID from number to string -->
{% assign personID = person.id | downcase %}
{% if inclusionArray contains personID %}
{% assign includedAdults = includedAdults | plus: 1 %}
{% if person.marital_status == 'Married' %}
{% assign marriedAdults = marriedAdults | plus: 1 %}
{% endif %}
<!-- Add last names to array -->
{% if person.marital_status == 'Married' %}
{% assign addArray = person.last_name | split: '$' %}
{% assign lastNameArray = lastNameArray | concat: addArray %}
{% endif %}
{% endif %}
{% endfor %}
<!-- Filter for unique last names -->
{% assign lastNameArray = lastNameArray | uniq %}
<!-- Generate addressee string using included people -->
{% assign nameArray = '' | split: '$' %}
{% assign nameString = '' | split: '$' %}
<!-- Children Only -->
{% if includedAdults == 0 %}
{% assign nameString = household.name %}
<!-- Married couple, same name -->
{% elsif lastNameArray.size == 1 and marriedAdults > 1 %}
{% for person in household.adults %}
{% assign personID = person.id | downcase %}
{% if inclusionArray contains personID and household.primary_contact.id == person.id %}
{% capture addArray %}{{person.first_name}}{% endcapture%}
{% assign addArray = addArray | split: '$' %}
{% assign nameArray = nameArray | concat: addArray %}
{% endif %}
{% endfor %}
{% for person in household.adults %}
{% assign personID = person.id | downcase %}
{% if inclusionArray contains personID and household.primary_contact.id != person.id %}
{% capture addArray %}{{person.first_name}}{% endcapture%}
{% assign addArray = addArray | split: '$' %}
{% assign nameArray = nameArray | concat: addArray %}
{% endif %}
{% endfor %}
{% assign nameString = nameArray | join: ' & ' %}
<!-- Married couple, different names -->
{% elsif lastNameArray.size > 1 and marriedAdults > 1 %}
{% for person in household.adults %}
{% assign personID = person.id | downcase %}
{% if inclusionArray contains personID and household.primary_contact.id == person.id %}
{% capture addArray %}{{person.name}}{% endcapture%}
{% assign addArray = addArray | split: '$' %}
{% assign nameArray = nameArray | concat: addArray %}
{% endif %}
{% endfor %}
{% for person in household.adults %}
{% assign personID = person.id | downcase %}
{% if inclusionArray contains personID and household.primary_contact.id != person.id %}
{% capture addArray %}{{person.name}}{% endcapture%}
{% assign addArray = addArray | split: '$' %}
<!-- assign addArray = person.name_prefix | append: person.name | split: '$' %} -->
{% assign nameArray = nameArray | concat: addArray %}
{% endif %}
{% endfor %}
{% assign nameString = nameArray | join: ' & ' %}
<!-- Single or unmarried adults -->
{% elsif marriedAdults <= 2 %}
{% for person in household.adults %}
{% assign personID = person.id | downcase %}
{% if inclusionArray contains personID and household.primary_contact.id == person.id %}
{% capture addArray %}{{person.first_name}}{% endcapture%}
{% assign addArray = addArray | split: '$' %}
{% assign nameArray = nameArray | concat: addArray %}
{% endif %}
{% endfor %}
{% for person in household.adults %}
{% assign personID = person.id | downcase %}
{% if inclusionArray contains personID and household.primary_contact.id != person.id %}
{% capture addArray %}{{person.first_name}}{% endcapture %}
{% assign addArray = addArray | split: '$' %}
{% assign nameArray = nameArray | concat: addArray %}
{% endif %}
{% endfor %}
{% assign nameString = nameArray | join: ' & ' %}
<!-- All other cases -->
{% else %}
{% assign nameString = household.name %}
{% endif %}
<!-- Generate list of children, separated by commas -->
{% assign childrenArray = '' | split: '$' %}
{% assign childrenString = '' | split: '$' %}
{% for child in household.active_children %}
{% assign addArray = child.first_name | split: '$' %}
{% assign childrenArray = childrenArray | concat: addArray %}
{% endfor %}
{% assign childrenString = childrenArray | join: ", " %}
<!-- Grab email and cell phone numbers -->
{% for person in household.adults %}
{% assign personID = person.id | downcase %}
<!-- Processing phone numbers for 'Mobile', add to either cellPrimary or cellSecondary -->
{% if inclusionArray contains personID and household.primary_contact.id == person.id %}
{% for phonenum in person.phone_numbers %}
{% if phonenum.location == "Mobile" %}
{% assign cellPrimary = phonenum.number | split: '$' %}
{% endif %}
<!-- Home phone should be true for whole family -->
{% if phonenum.location == "Home" %}
{% assign homePhone = phonenum.number | split: '$' %}
{%endif%}
{% endfor %}
<!-- Grab email for Primary contact -->
{% assign emailPrimary = person.primary_email | split: '$' %}
{% elsif inclusionArray contains personID and household.primary_contact.id != person.id %}
{% for phonenum in person.phone_numbers %}
{% if phonenum.location == "Mobile" %}
{% assign cellSecondary = phonenum.number | split: '$' %}
{% endif %}
{% endfor %}
{% assign emailSecondary = person.primary_email | split: '$' %}
{% endif %}
{% endfor %}
<!-- Pull "household" string out of household name -->
{% assign householdNameArray = household.name | split: " "%}
<!-- Generate Table -->
<tr class="household">
<td>{{ householdNameArray[0] }}</td>
<td>{{ nameString }}</td>
<td>{{ childrenString }}</td>
<td>{{ household.primary_address.street_line_1 }}</td>
<td>{{ household.primary_address.street_line_2 }}</td>
<td>{{ household.primary_address.city }}</td>
<td>{{ household.primary_address.state }}</td>
<td>{{ household.primary_address.zip }}</td>
<td>{{ homePhone }}</td>
<td>{{ cellPrimary] }}</td>
<td>{{ cellSecondary }}</td>
<td>{{ emailPrimary }}</td>
<td>{{ emailSecondary }}</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
</body>
</html>