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veeva

v3.1.0

Published

Veeva CLM Generator & Workflow for building iRep Presentations.

Readme

Veeva

NPM version

A CLI and templating toolkit to streamline development of Veeva CLM Presentations.

If you're developing and managing multiple Veeva CLM projects, it can be time-consuming to manage consistent code and workflows. This package centralizes core functionality for building and deploying Veeva CLM Presentations.


✨ Features

  • 📁 Centralized configuration via configuration.yml
  • 🧩 Template and partial support using Handlebars
  • 🎨 Sass compilation (minified and unminified)
  • 🔗 Relative link conversion to veeva: protocol links
  • 🖼️ Automatic screenshot, thumbnail, and zip generation
  • 🧾 iRep control file generator
  • 📄 Vault Multichannel Loader CSV file generator
  • 🔁 Development mode with live reload and file watching

📘 Table of Contents

  1. Getting Started
  2. File Structure
  3. Working with Source Files
  4. Configuration Options
  5. CLI Tasks & Workflow
  6. Troubleshooting & FAQ

🚀 Getting Started

Prerequisites

Ensure the following dependencies are installed:

Installation

npm install veeva --save

📁 File Structure

Place the following structure in your project root directory:

root/
├── app/
│   ├── assets/
│   │   ├── scss/
│   │   └── js/
│   └── templates/
│       ├── data/
│       │   └── clm.yml
│       ├── includes/
│       ├── layouts/
│       └── pages/
│           ├── shared/
│           │   ├── fonts/
│           │   ├── images/
│           │   ├── isi.hbs
│           │   └── terms.hbs
│           ├── home/
│           ├── overview/
│           ├── resources/
│           └── sitemap/
├── configuration.yml
└── package.json

Key Message naming convention: product-name-key-message-name


🧑‍💻 Working with Source Files

Sass

  • Located in app/assets/scss
  • Compiles to minified and unminified CSS

JavaScript

  • Located in app/assets/js

Handlebars Templates


⚙️ Configuration Options

configuration.yml

Define Key Messages under the clm node:

clm:
  product:
    name: 'Product-Name'
    suffix: '-'
  primary:
    name: 'CLM-Presentation-ID'
    key_messages:
      - key_message: 'home'
        description: 'Home'
        display_order: '0'
        slides:
          - slide: 'home'
            id: '0'
      - key_message: 'overview'
        description: 'Veeva Test Overview'
        display_order: '1'
        slides:
          - slide: 'Veeva Test Overview'
            id: '2-0'
      - key_message: 'sitemap'
        description: 'Sitemap'
        display_order: '2'
        slides:
          - slide: 'Sitemap'
            id: '0-1'

Custom Paths

Update paths in configuration.yml as needed:

paths:
  src: "app"
  dist: "build"
  deploy: "deploy"
  tmp: "build/.tmp"
  pages: "app/templates/pages"
  layouts: "app/templates/layouts"

💡 Tip: YAML files must use spaces (not tabs).


🛠️ CLI Tasks & Workflow

Usage

veeva --help

Common Tasks

| Command | Description | | ------------------- | ------------------------------------------------ | | veeva | Starts dev mode: builds, watches, reloads | | veeva build | Production build: compiles/minifies everything | | veeva stage | Builds + generates zip/ctl files per Key Message | | veeva deploy | Uploads zip/ctl files via FTP (requires config) | | veeva vault-stage | Generates Vault Multichannel CSV file |

Options

| Option | Description | | -------------------------- | ---------------------------------- | | -a, --all-key-messages | Include hidden Key Messages | | -c, --config | Show merged configuration | | -d, --dry-run | Preview commands without execution | | -e, --debug | Output error tracebacks | | -h, --help | Print help message | | -k, --key-message | Run tasks for a single Key Message | | -v, --version | Show version number | | -V, --verbose | Enable verbose output |


🧪 Troubleshooting & FAQ

  • Make sure you're using a compatible Node.js version (check package.json)
  • Ensure configuration.yml is valid YAML (use a linter if needed)
  • Screenshots only process .html files; static assets like .pdf require manual thumbnails

Need Help?

Submit issues or feature requests via GitHub Issues.


📄 License

MIT


🙌 Contributing

Pull requests are welcome! For major changes, please open an issue first to discuss what you’d like to change.

For more examples, see the CLM Example Project.