Household Directory - Dynamic Names

Chef Jan Bratton

Imports: 5

This is for creation of a printed directory to distribute to congregants. It does a few things: Groups and alphabetizes by Household, with primary address and home phone in left column. Adults print in center column with their mobile phone and email address, and Children and right column. When Household adults have different last names, it lists both last names in the left column, otherwise it just prints a single last name. Left column also includes an "other" address, for 'Snowbirds' or others with multiple addresses Left column also includes a "church mailbox #" which is custom field we created for an on-site pigeonhole mailbox system we have for distributing communications Lastly, this report designates those with "Participating Member" membership type by putting a * next to the first name. Credit to many of you - for the patchwork of other recipes I built upon, and to Ron for resolving a few issues for me.
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<!--
This report dynamically generates directory listings based on the results from a list.
Only the names of people on the list will be included on the directory. If
both members of a married couple are included on the list, they will print as
either "Smith" or "Smith, Doe," based on whether they share
the same last name. If two unmarried adults (who are members of the same
household) are included, they will show as "Smith, Doe." In all cases,
the primary contact will be listed first, and all names will include a prefix (if
set). If only children in a household are included, the household name will be
printed instead.

Updated 1/24/2025 to sort by household primary contact
-->
<html>
<head>
    <title>Directory</title>
    <style>

        @page {
            margin: 0in;

        }

        .avatar {
            width: 30px;
            height: 30px;
            border-radius: 50px 50px 50px 50px;
            padding: 0px;
        }

        table {
            border-collapse: collapse;
            margin-top: 1px;
            margin-left: 0px;
            width: 100%;
        }

        table th {
            border-top: solid .5px #000;
            border-bottom: solid .5px #000;
            width: auto;
            font-family: montserrat, sans-serif;
            font-size: 14px;
            font-weight: 700;
            font-style: normal;
            font-weight: bold;
            text-transform: uppercase;
            letter-spacing: 1.0px;
            text-align: left;
            padding: 5px;
            word-wrap: break-word;
        }

        table tr {
            break-inside: avoid-page;
        !important

        }

        table tr td {
            border-bottom: solid .5px #bfbfbf;
            padding: 5px;
            text-align: left;
            vertical-align: top;
            word-wrap: break-word;
            width: auto;
            font-size: 14px;
            font-family: arial, serif;
            font-weight: 400;
            font-style: normal;

        }

        table tr td:first-child {
            width: 30%;
        }

        table tr td:nth-child(2) {
            width: 30%;
        }

        table tr td:nth-child(3) {
            width: 30%;
        }

        table tr td:last-child {
            width: 30%;
        }

        .container {
            width: 99%;
            padding-top: 30px;
            padding-bottom: 30px;

        }


        .family_member {
            width: 120px;
            text-align: left;
            padding-right: 5px;
        }

        .family_member_name {
            text-align: Left;
            padding-top: 3px;
        }

        .tab {
            width: 49%;
            text-align: left;
            padding: 10px;
        }

        .tab-title {
            font-size: 1.3em;
            background-color: #eee;
            padding: 5px;
            border: 1px solid #eee;
        }

        .answer {
            padding: 5px;
            border: 1px solid #eee;
            border-top: 0px;

        }

        @media print {
            @page {
                size: 8.5in 11in;
                margin-top: 0.25in;
                margin-bottom: 0.25in;
                margin-left: .25in;
                margin-right: .25in;

            }

            @page {
                @bottom-center {
                    content: 'D' counter(page) ' of ' counter(pages);
                }
            }
        }


    </style>
</head>


<!--Directory Info -->

<body>
<table border="1" align="left">
    {% assign sorted_people = people | sort: 'last_name' %}

    <div class="clearfix"></div>
    <div class="container">
        <table style="width: 100%">
            <table border=0 col>

                <thead>
                <tr>
                    <th>Name & Address</th>
                    <th>Contact Information</th>
                    <th>Household Children</th>
                </tr>
                </thead>


                <tbody>

                {% assign inclusionArray = '' | split: '$' %}
                {% for person in sorted_people %}
                    {% assign addArray = person.id | split: '$' %}
                    {% assign inclusionArray = inclusionArray | concat: addArray % | sort: primary_contact.last_name %}
                {% endfor %}
                {% assign sorted_households = households | sort: 'name' %}
                {% for household in sorted_households %}

                {% assign lastNameArray = '' % | split: '$' | sort: primary_contact.last_name %}
                {% assign marriedAdults = 0 %}
                {% assign includedAdults = 0 %}
                {% assign sameLast = false %}

                <!-- 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: '$' | sort: person.last_name %}
                            {% assign lastNameArray = lastNameArray | concat: addArray | sort: person.last_name %}
                        {% endif %}
                    {% endif %}
                {% endfor %}
                <!-- Filter for unique last names -->
                {% assign lastNameArray = lastNameArray | uniq %}


                <!-- Generate addressee string using included people -->

                {% assign nameArray = '' | split: '$' | sort: person.last_name %}
                {% assign nameString = '' | split: '$' | sort: person.last_name %}

                <!-- Children -->
                {% if includedAdults == 0 %}
                    {% for person in household.adults %}
                        {% assign personID = person.id | downcase %}
                        {% if inclusionArray contains personID and household.primary_contact.id == person.id %}
                            {% capture addArray %}{{ primary_contact.last_name }}{% endcapture %}
                            {% assign addArray = addArray | split: '$' %}
                            {% assign nameArray = nameArray | concat: addArray %}
                        {% endif %}
                    {% endfor %}
                    {% for person in household.adults %}
                        {% assign personID = person.id | downcase %}
                        {% if inclusionArray contains personID and household.primary_contact.id != person.id %}
                            {% capture addArray %} {{ primary_contact.last_name }}{% endcapture %}
                            {% assign addArray = addArray | split: '$' %}
                            {% assign nameArray = nameArray | concat: addArray %}
                        {% endif %}
                    {% endfor %}
                    {% assign nameString = household.primary_contact.last_name %}


                    <!-- Married couple, same name -->
                {% elsif lastNameArray.size == 1 marriedAdults == 2 %}
                    {% assign personID = person.id | downcase %}
                    {% if inclusionArray contains personID and household.primary_contact.id == person.id %}
                        {% capture addArray %} {{ primary_contact.last_name }}{% endcapture %}
                        {% assign addArray = addArray | split: '$' %}
                        {% assign nameArray = nameArray | concat: addArray %}
                    {% endif %}
                    {% for person in household.adults %}
                        {% assign personID = person.id | downcase %}
                        {% if inclusionArray contains personID and household.primary_contact.id != person.id %}
                            {% capture addArray %} {{ primary_contact.last_name }}{% endcapture %}
                            {% assign addArray = addArray | split: '$' %}
                            {% assign nameArray = nameArray | concat: addArray %}
                        {% endif %}
                    {% endfor %}
                    {% assign nameString = household.primary_contact.last_name %}

                    <!-- Adult couple, different names -->
                {% elsif lastNameArray.size > 1 marriedAdults < 3 %}
                    {% for person in household.adults %}
                        {% assign personID = person.id | downcase %}
                        {% if inclusionArray contains personID and household.primary_contact.id == person.id %}
                            {% capture addArray %} {{ person.last_name }}{% endcapture %}
                            {% assign addArray = addArray | split: '$' %}
                            {% assign nameArray = nameArray | concat: addArray %}
                        {% endif %}
                    {% endfor %}
                    {% for person in household.adults %}
                        {% assign personID = person.id | downcase %}
                        {% if inclusionArray contains personID and household.primary_contact.id != person.id %}
                            {% capture addArray %} {{ person.last_name }}{% endcapture %}
                            {% assign addArray =  person.last_name | split: '$' %}
                            {% assign nameArray = nameArray | concat: addArray %}
                        {% endif %}
                        {% assign nameString = nameArray | join: ', ' | sort: person.last_name %}
                    {% endfor %}

                    <!-- Single 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.last_name }}{% endcapture %}
                            {% assign addArray = addArray | split: '$' %}
                            {% assign nameArray = nameArray | concat: addArray %}
                        {% endif %}
                    {% endfor %}
                    {% for person in household.adults %}
                        {% assign personID = person.id | downcase %}
                        {% if inclusionArray contains personID and household.primary_contact.id != person.id %}
                            {% capture addArray %} {{ person.last_name }}{% endcapture %}
                            {% assign addArray = person.name_prefix | append: person.last_name | split: '$' %}
                            {% assign nameArray = nameArray | concat: addArray %}
                        {% endif %}
                    {% endfor %}
                    {% assign nameString = nameArray | join: ', ' %}



                    <!-- All other cases -->
                {% else %}
                    {% assign nameString = household.name %}

                {% endif %}

                <!-- Prints All People -->

                <td>

                    <strong>{{ nameString }} </strong>
                    <br/>
                    {{ household.primary_address.postal_address }}<br>
                               
                  {% for phone_number in household.primary_contact.phone_numbers %}
                  			 <br>
                        {% if phone_number.location == 'Home' %} Home Phone: {{ phone_number.number }}
                            <br>{% endif %}

                    {% endfor %}
                  
                  {% for household_person in household.adults %}
                        {% if household_person.id == household.primary_contact.id %}
                 {% for address in household_person.addresses %}
                                    {% if address.location == 'Other' %}
                                        {{ address.location }}: {{ address.street_line_1 }},
                  {{ address.street_line_2 }}<br>
                    {{ address.city }}, {{ address.state }} {{ address.zip }}  <br>
                  
                                        <br>{% endif %}
                     {% endfor %}
                  {% endif %}
                                 {% endfor %}
                   
                    <br>
                    <em>Church Mailbox:</em> {{ household.primary_contact.church_mailbox.mailbox# }}<br>


                    <br>



                </td>
                <td>


                    {% for household_person in household.adults %}
                        {% if household_person.id == household.primary_contact.id %}
                            {% unless household_person.child %}
                                {% if household_person.membership == 'Participating Member' %}
                                    <strong>*{{ household_person.first_name }} {{ household_person.last_name }}
                                        {{ household_person.name_suffix }}</strong><br>
                                {% else %}
                                    <strong>{{ household_person.first_name }} {{ household_person.last_name }}
                                        {{ household_person.name_suffix }}</strong><br>
                                {% endif %}

                                {% for phone_number in household_person.phone_numbers %}
                                    {% unless phone_number.location == 'Home' %}
                                        {{ phone_number.location }}: {{ phone_number.number }}
                                        <br>{% endunless %}{% endfor %}
                                {% for email in household_person.emails %}
                                    <em>Email:</em> {{ email.address }}<br>{% endfor %}
                                    <br>
                 
                            {% endunless %}
                        {% endif %}
                    {% endfor %}



                    {% for household_person in household.people %}
                        {% unless household_person.id == household.primary_contact.id %}
                            {% unless household_person.child %}

                                {% if household_person.membership == 'Participating Member' %}
                                    <strong>*{{ household_person.first_name }} {{ household_person.last_name }}
                                        {{ household_person.name_suffix }}</strong><br>
                                {% else %}
                                    <strong>{{ household_person.first_name }} {{ household_person.last_name }}
                                        {{ household_person.name_suffix }}</strong><br>
                                {% endif %}

                                 {% for phone_number in household_person.phone_numbers %}
                                    {% unless phone_number.location == 'Home' %}
                                        {{ phone_number.location }}: {{ phone_number.number }}
                                        <br>{% endunless %}{% endfor %}


                                {% for email in household_person.emails %}
                                    <em>Email:</em> {{ email.address }}<br>
                  

                                {% endfor %}
                            {% endunless %}
                        {% endunless %}
                    {% endfor %}
    </td>

    <td>{% for household_person in household.people %}
        {% if household_person.child %}
        {% if household_person.active %}
       

        <div class="media-left">
            {% if household_person.membership == 'Participating Member' %}
                *{{ household_person.first_name }}  {{ household_person.last_name }}
                {{ household_person.name_suffix }}<br>
            {% else %}
                {{ household_person.first_name }} {{ household_person.last_name }}
                {{ household_person.name_suffix }}<br>
            {% endif %}

            {% endif %}
           {% endif %}
          
            {% endfor %}
        </div>
    </td>

    </tr>


    {% endfor %}

    </tbody>
</table>
</table>
</div>


</body>
</html>