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Tell members which reference to put on a transfer

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A data-review mail that lists the payment frequency but not how to pay leaves the
board matching anonymous transfers by hand. The mail now closes with the
reference to quote -- member number and full name, joined only where both exist
so a missing half cannot leave a dangling dash. Both are offered because either
identifies the payment on its own: a member who has forgotten their number falls
back on the name, and two members sharing a name are told apart by the number.

The note about the shortened IBAN moved out of the fixed template text into
{{data.iban_hint}}, filled only for members whose bank details are actually
listed -- it used to explain a masked IBAN to members who pay by transfer and see
no IBAN at all. It sits directly under the record as a parenthesised footnote,
which also keeps the dropped line from leaving a blank one behind.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
This commit is contained in:
Marcel Peterkau
2026-09-04 22:08:40 +02:00
co-authored by Claude Opus 5
parent 9e9bb7d668
commit 31c1646571
6 changed files with 81 additions and 7 deletions
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README.md
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@@ -219,11 +219,15 @@ Each recipient gets one mail listing their own record -- number, name, nickname,
birth date, contact data, address, status, member since, payment frequency, and the
bank details only for members who have any. A field with no value is printed as
`(nicht hinterlegt)` so the gap is visible, and the IBAN is masked down to its
country code and last four digits, which is enough to recognise the account.
country code and last four digits, which is enough to recognise the account. The
mail closes with the reference to put on a transfer -- member number and full name,
either of which identifies the payment on its own.
The text comes from the `Datenüberprüfung` template. Besides the usual member and
organization placeholders it offers `{{data.sheet}}` (the whole record, one field per
line), `{{data.count}}`, `{{member.iban_masked}}`, and the repeat block
line), `{{data.count}}`, `{{member.iban_masked}}`, `{{payment.reference}}` (the
suggested transfer reference), `{{data.iban_hint}}` (the note about the shortened
IBAN, filled only for members whose bank details are listed) and the repeat block
`{{#data}}{{field.label}}: {{field.value}}{{/data}}` for a custom layout.
Delivery follows the configured e-mail mode (local `.eml` files, direct send, or