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feat: add field for specifying pdf name

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This commit is contained in:
Gursheen Anand 2023-08-28 13:11:28 +05:30
parent 0a9187ea42
commit 5c2a949593
2 changed files with 20 additions and 5 deletions
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10
erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.json
View File

@ -51,6 +51,7 @@
"column_break_21",
"start_date",
"section_break_33",
"pdf_name",
"subject",
"column_break_28",
"cc_to",
@ -275,7 +276,7 @@
"fieldname": "help_text",
"fieldtype": "HTML",
"label": "Help Text",
"options": "<br>\n<h4>Note</h4>\n<ul>\n<li>\nYou can use <a href=\"https://jinja.palletsprojects.com/en/2.11.x/\" target=\"_blank\">Jinja tags</a> in <b>Subject</b> and <b>Body</b> fields for dynamic values.\n</li><li>\n All fields in this doctype are available under the <b>doc</b> object and all fields for the customer to whom the mail will go to is available under the <b>customer</b> object.\n</li></ul>\n<h4> Examples</h4>\n<!-- {% raw %} -->\n<ul>\n <li><b>Subject</b>:<br><br><pre><code>Statement Of Accounts for {{ customer.name }}</code></pre><br></li>\n <li><b>Body</b>: <br><br>\n<pre><code>Hello {{ customer.name }},<br>PFA your Statement Of Accounts from {{ doc.from_date }} to {{ doc.to_date }}.</code> </pre></li>\n</ul>\n<!-- {% endraw %} -->"
"options": "<br>\n<h4>Note</h4>\n<ul>\n<li>\nYou can use <a href=\"https://jinja.palletsprojects.com/en/2.11.x/\" target=\"_blank\">Jinja tags</a> in <b>Subject</b> and <b>Body</b> fields for dynamic values.\n</li><li>\n All fields in this doctype are available under the <b>doc</b> object and all fields for the customer to whom the mail will go to is available under the <b>customer</b> object.\n</li></ul>\n<h4> Examples</h4>\n<!-- {% raw %} -->\n<ul>\n <li><b>Subject</b>:<br><br><pre><code>Statement Of Accounts for {{ customer.customer_name }}</code></pre><br></li>\n <li><b>Body</b>: <br><br>\n<pre><code>Hello {{ customer.customer_name }},<br>PFA your Statement Of Accounts from {{ doc.from_date }} to {{ doc.to_date }}.</code> </pre></li>\n</ul>\n<!-- {% endraw %} -->"
},
{
"fieldname": "subject",
@ -370,10 +371,15 @@
"fieldname": "based_on_payment_terms",
"fieldtype": "Check",
"label": "Based On Payment Terms"
},
{
"fieldname": "pdf_name",
"fieldtype": "Data",
"label": "PDF Name"
}
],
"links": [],
"modified": "2023-06-23 10:13:15.051950",
"modified": "2023-08-28 12:59:53.071334",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Process Statement Of Accounts",

15
erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.py
View File

@ -27,7 +27,13 @@ class ProcessStatementOfAccounts(Document):
if not self.subject:
self.subject = "Statement Of Accounts for {{ customer.customer_name }}"
if not self.body:
self.body = "Hello {{ customer.name }},<br>PFA your Statement Of Accounts from {{ doc.from_date }} to {{ doc.to_date }}."
if self.report == "General Ledger":
body_str = " from {{ doc.from_date }} to {{ doc.to_date }}."
else:
body_str = " until {{ doc.posting_date }}."
self.body = "Hello {{ customer.customer_name }},<br>PFA your Statement Of Accounts" + body_str
if not self.pdf_name:
self.pdf_name = "{{ customer.customer_name }}"
validate_template(self.subject)
validate_template(self.body)
@ -141,6 +147,7 @@ def get_ar_filters(doc, entry):
return {
"report_date": doc.posting_date if doc.posting_date else None,
"customer": entry.customer,
"customer_name": entry.customer_name if entry.customer_name else None,
"payment_terms_template": doc.payment_terms_template if doc.payment_terms_template else None,
"sales_partner": doc.sales_partner if doc.sales_partner else None,
"sales_person": doc.sales_person if doc.sales_person else None,
@ -372,12 +379,14 @@ def send_emails(document_name, from_scheduler=False):
if report:
for customer, report_pdf in report.items():
attachments = [{"fname": customer + ".pdf", "fcontent": report_pdf}]
context = get_context(customer, doc)
filename = frappe.render_template(doc.pdf_name, context)
attachments = [{"fname": filename + ".pdf", "fcontent": report_pdf}]
recipients, cc = get_recipients_and_cc(customer, doc)
if not recipients:
continue
context = get_context(customer, doc)
subject = frappe.render_template(doc.subject, context)
message = frappe.render_template(doc.body, context)