feat(RFQ): make email message fully configurable (#36353)
feat: make RFQ message fully configurable
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Raffael Meyer
GitHub
parent
b86747c9d4
commit
21080afd92
@ -244,19 +244,21 @@ frappe.ui.form.on("Request for Quotation",{
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]
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});
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dialog.fields_dict['supplier'].df.onchange = () => {
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var supplier = dialog.get_value('supplier');
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frm.call('get_supplier_email_preview', {supplier: supplier}).then(result => {
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dialog.fields_dict["supplier"].df.onchange = () => {
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frm.call("get_supplier_email_preview", {
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supplier: dialog.get_value("supplier"),
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}).then(({ message }) => {
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dialog.fields_dict.email_preview.$wrapper.empty();
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dialog.fields_dict.email_preview.$wrapper.append(result.message);
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dialog.fields_dict.email_preview.$wrapper.append(
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message.message
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);
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dialog.set_value("subject", message.subject);
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});
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}
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};
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dialog.fields_dict.note.$wrapper.append(`<p class="small text-muted">This is a preview of the email to be sent. A PDF of the document will
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automatically be attached with the email.</p>`);
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dialog.set_value("subject", frm.doc.subject);
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dialog.show();
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}
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})
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@ -20,11 +20,10 @@
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"items_section",
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"items",
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"supplier_response_section",
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"salutation",
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"subject",
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"col_break_email_1",
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"email_template",
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"preview",
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"col_break_email_1",
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"html_llwp",
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"sec_break_email_2",
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"message_for_supplier",
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"terms_section_break",
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@ -236,23 +235,6 @@
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"print_hide": 1,
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"read_only": 1
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},
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{
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"fetch_from": "email_template.subject",
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"fetch_if_empty": 1,
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"fieldname": "subject",
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"fieldtype": "Data",
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"label": "Subject",
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"print_hide": 1
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},
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{
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"description": "Select a greeting for the receiver. E.g. Mr., Ms., etc.",
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"fieldname": "salutation",
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"fieldtype": "Link",
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"label": "Salutation",
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"no_copy": 1,
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"options": "Salutation",
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"print_hide": 1
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},
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{
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"fieldname": "col_break_email_1",
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"fieldtype": "Column Break"
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@ -285,13 +267,19 @@
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"fieldname": "named_place",
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"fieldtype": "Data",
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"label": "Named Place"
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},
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{
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"fieldname": "html_llwp",
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"fieldtype": "HTML",
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"options": "<p>In your <b>Email Template</b>, you can use the following special variables:\n</p>\n<ul>\n <li>\n <code>{{ update_password_link }}</code>: A link where your supplier can set a new password to log into your portal.\n </li>\n <li>\n <code>{{ portal_link }}</code>: A link to this RFQ in your supplier portal.\n </li>\n <li>\n <code>{{ supplier_name }}</code>: The company name of your supplier.\n </li>\n <li>\n <code>{{ contact.salutation }} {{ contact.last_name }}</code>: The contact person of your supplier.\n </li><li>\n <code>{{ user_fullname }}</code>: Your full name.\n </li>\n </ul>\n<p></p>\n<p>Apart from these, you can access all values in this RFQ, like <code>{{ message_for_supplier }}</code> or <code>{{ terms }}</code>.</p>",
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"read_only": 1
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}
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],
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"icon": "fa fa-shopping-cart",
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"index_web_pages_for_search": 1,
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"is_submittable": 1,
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"links": [],
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"modified": "2023-01-31 23:22:06.684694",
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"modified": "2023-07-27 14:01:14.534594",
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"modified_by": "Administrator",
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"module": "Buying",
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"name": "Request for Quotation",
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@ -179,35 +179,28 @@ class RequestforQuotation(BuyingController):
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if full_name == "Guest":
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full_name = "Administrator"
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# send document dict and some important data from suppliers row
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# to render message_for_supplier from any template
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doc_args = self.as_dict()
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doc_args.update({"supplier": data.get("supplier"), "supplier_name": data.get("supplier_name")})
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# Get Contact Full Name
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supplier_name = None
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if data.get("contact"):
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contact_name = frappe.db.get_value(
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"Contact", data.get("contact"), ["first_name", "middle_name", "last_name"]
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)
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supplier_name = (" ").join(x for x in contact_name if x) # remove any blank values
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contact = frappe.get_doc("Contact", data.get("contact"))
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doc_args["contact"] = contact.as_dict()
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args = {
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"update_password_link": update_password_link,
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"message": frappe.render_template(self.message_for_supplier, doc_args),
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"rfq_link": rfq_link,
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"user_fullname": full_name,
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"supplier_name": supplier_name or data.get("supplier_name"),
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"supplier_salutation": self.salutation or "Dear Mx.",
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}
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subject = self.subject or _("Request for Quotation")
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template = "templates/emails/request_for_quotation.html"
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doc_args.update(
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{
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"supplier": data.get("supplier"),
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"supplier_name": data.get("supplier_name"),
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"update_password_link": f'<a href="{update_password_link}" class="btn btn-default btn-xs" target="_blank">{_("Set Password")}</a>',
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"portal_link": f'<a href="{rfq_link}" class="btn btn-default btn-sm" target="_blank"> {_("Submit your Quotation")} </a>',
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"user_fullname": full_name,
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}
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)
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email_template = frappe.get_doc("Email Template", self.email_template)
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message = frappe.render_template(email_template.response_, doc_args)
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subject = frappe.render_template(email_template.subject, doc_args)
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sender = frappe.session.user not in STANDARD_USERS and frappe.session.user or None
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message = frappe.get_template(template).render(args)
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if preview:
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return message
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return {"message": message, "subject": subject}
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attachments = self.get_attachments()
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@ -1,29 +0,0 @@
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<h4>{{_("Request for Quotation")}}</h4>
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<p>{{ supplier_salutation if supplier_salutation else ''}} {{ supplier_name }},</p>
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<p>{{ message }}</p>
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<p>{{_("The Request for Quotation can be accessed by clicking on the following button")}}:</p>
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<br>
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<a
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href="{{ rfq_link }}"
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class="btn btn-default btn-sm"
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target="_blank">
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{{ _("Submit your Quotation") }}
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</a>
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<br>
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<br>
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{% if update_password_link %}
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<br>
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<p>{{_("Please click on the following button to set your new password")}}:</p>
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<a
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href="{{ update_password_link }}"
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class="btn btn-default btn-xs"
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target="_blank">
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{{_("Set Password") }}
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</a>
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<br>
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<br>
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{% endif %}
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<p>
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{{_("Regards")}},<br>
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{{ user_fullname }}
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</p>
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