Started with email digest
This commit is contained in:
Anand Doshi
parent
a27ae827c9
commit
7057cbf9e5
10
erpnext/setup/doctype/email_digest/email_digest.css
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10
erpnext/setup/doctype/email_digest/email_digest.css
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@ -0,0 +1,10 @@
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table.profile-list {
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text-align: left;
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margin: auto;
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line-height: 250%;
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}
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div.dialog-div {
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text-align: 'center';
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width: 100%;
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}
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69
erpnext/setup/doctype/email_digest/email_digest.js
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69
erpnext/setup/doctype/email_digest/email_digest.js
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@ -0,0 +1,69 @@
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cur_frm.cscript.refresh = function(doc, dt, dn) {
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cur_frm.add_custom_button('Execute Now', function() {
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$c_obj(make_doclist(dt, dn), 'get_standard_data', '', function(r, rt) {
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if(r.exc) {
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msgprint(r.exc);
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} else {
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console.log(arguments);
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}
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});
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}, 1);
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}
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cur_frm.cscript['Add Recipients'] = function(doc, dt, dn) {
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// Get profile list
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$c_obj(make_doclist(dt, dn), 'get_profiles', '', function(r, rt) {
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if(r.exc) {
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msgprint(r.exc);
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} else {
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// Open a dialog and display checkboxes against email addresses
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doc = locals[dt][dn];
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var d = new wn.widgets.Dialog({
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title: 'Add Recipients',
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width: 400
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});
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var dialog_div = $a(d.body, 'div', 'dialog-div', '', '');
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var tab = make_table(dialog_div, r.profile_list.length+2, 2, '', ['15%', '85%']);
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tab.className = 'profile-list';
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var add_or_update = 'Add';
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$.each(r.profile_list, function(i, v) {
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var check = $a_input($td(tab, i+1, 0), 'checkbox');
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check.value = v.name;
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if(v.checked==1) {
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check.checked = 1;
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add_or_update = 'Update';
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}
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var profile = $a($td(tab, i+1, 1), 'span', '', '', v.name);
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profile.onclick = function() { check.checked = !check.checked; }
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});
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// Display add recipients button
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if(r.profile_list.length>15) {
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$btn($td(tab, 0, 1), add_or_update + ' Recipients', function() {
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cur_frm.cscript.add_to_rec_list(doc, tab, r.profile_list.length);
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});
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}
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$btn($td(tab, r.profile_list.length+1, 1), add_or_update + ' Recipients', function() {
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cur_frm.cscript.add_to_rec_list(doc, tab, r.profile_list.length);
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});
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cur_frm.rec_dialog = d;
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d.show();
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}
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});
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}
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cur_frm.cscript.add_to_rec_list = function(doc, tab, length) {
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// add checked profiles to list of recipients
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var rec_list = [];
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for(var i = 1; i <= length; i++) {
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var input = $($td(tab, i, 0)).find('input');
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if(input.is(':checked')) {
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rec_list.push(input.attr('value'));
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}
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}
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doc.recipient_list = rec_list.join('\n');
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console.log(doc.recipient_list);
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cur_frm.rec_dialog.hide();
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cur_frm.refresh_fields();
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}
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204
erpnext/setup/doctype/email_digest/email_digest.py
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204
erpnext/setup/doctype/email_digest/email_digest.py
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@ -0,0 +1,204 @@
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import webnotes
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class DocType:
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def __init__(self, doc, doclist=[]):
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self.doc, self.doclist = doc, doclist
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def get_profiles(self):
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"""
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Get a list of profiles
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"""
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import webnotes
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profile_list = webnotes.conn.sql("""
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SELECT name, enabled FROM tabProfile
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WHERE docstatus=0 AND name NOT IN ('Administrator', 'Guest')
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ORDER BY enabled DESC, name ASC""", as_dict=1)
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if self.doc.recipient_list:
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recipient_list = self.doc.recipient_list.split("\n")
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else:
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recipient_list = []
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for p in profile_list:
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if p['name'] in recipient_list: p['checked'] = 1
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else: p['checked'] = 0
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webnotes.response['profile_list'] = profile_list
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def get_standard_data(self):
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"""
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Executes standard queries
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"""
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res = {}
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query_dict = {
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'invoiced_amount': self.generate_gle_query({
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'field': 'debit',
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'type': 'Customer',
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}),
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'payables': self.generate_gle_query({
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'field': 'credit',
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'type': 'Supplier',
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}),
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'collections': self.generate_gle_query({
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'field': 'credit',
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'type': 'Customer',
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'against': 'Bank or Cash'
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}),
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'payments': self.generate_gle_query({
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'field': 'debit',
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'type': 'Supplier',
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'against': 'Bank or Cash'
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}),
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'income': self.generate_gle_query({
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'debit_or_credit': 'Credit'
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}),
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'expenses_booked': self.generate_gle_query({
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'debit_or_credit': 'Debit'
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}),
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'bank_balance': self.generate_gle_query({
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'bank_balance': None
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}),
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'new_leads': """""",
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'new_inquiries': """""",
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'new_quotations': "",
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'new_orders': "",
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'stock_below_rl': """""",
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'new_transactions': """"""
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}
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result = {}
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for query in query_dict.keys():
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if query_dict[query]:
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webnotes.msgprint(query)
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res = webnotes.conn.sql(query_dict[query], as_dict=1, debug=1)
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if query == 'income':
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res[0]['value'] = float(res[0]['credit'] - res[0]['debit'])
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elif query == 'expenses_booked':
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res[0]['value'] = float(res[0]['debit'] - res[0]['credit'])
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elif query == 'bank_balance':
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for r in res:
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r['value'] = float(r['debit'] - r['credit'])
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webnotes.msgprint(query)
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webnotes.msgprint(res)
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result[query] = (res and res[0]) and res[0] or None
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return result
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def generate_gle_query(self, args):
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"""
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Returns generated query string
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"""
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start_date = '2011-11-01'
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end_date = '2011-11-30'
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args.update({
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'start_date': start_date,
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'end_date': end_date,
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'company': self.doc.company,
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'select': None,
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'where': None
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})
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self.evaluate_query_conditions(args)
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query = """
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SELECT
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%(select)s,
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COUNT(*) AS 'count'
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FROM
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`tabGL Entry` gle,
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`tabAccount` ac
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WHERE
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gle.company = '%(company)s' AND
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gle.account = ac.name AND
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ac.docstatus < 2 AND
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IFNULL(gle.is_cancelled, 'No') = 'No' AND
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%(where)s AND
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gle.posting_date <= '%(end_date)s'""" % args
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if 'group_by' in args.keys():
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query = query + args['group_by']
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return query
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def evaluate_query_conditions(self, args):
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"""
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Modify query according to type of information required based on args passed
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"""
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# If collections or payments
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if 'against' in args.keys():
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if args['against'] == 'Bank or Cash':
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bc_account_list = webnotes.conn.sql("""
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SELECT name
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FROM `tabAccount`
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WHERE account_type = 'Bank or Cash'""", as_list=1)
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args['reg'] = '(' + '|'.join([ac[0] for ac in bc_account_list]) + ')'
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args['where'] = """
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ac.master_type = '%(type)s' AND
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gle.against REGEXP '%(reg)s' AND
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gle.posting_date >= '%(start_date)s'""" % args
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# If income or expenses_booked
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elif 'debit_or_credit' in args.keys():
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args['select'] = """
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SUM(IFNULL(gle.debit, 0)) AS 'debit',
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SUM(IFNULL(gle.credit, 0)) AS 'credit'"""
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args['where'] = """
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ac.is_pl_account = 'Yes' AND
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ac.debit_or_credit = '%(debit_or_credit)s' AND
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gle.posting_date >= '%(start_date)s'""" % args
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elif 'bank_balance' in args.keys():
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args['select'] = "ac.name AS 'name', SUM(IFNULL(debit, 0)) AS 'debit', SUM(IFNULL(credit, 0)) AS 'credit'"
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args['where'] = "ac.account_type = 'Bank or Cash'"
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args['group_by'] = "GROUP BY ac.name"
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# For everything else
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else:
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args['where'] = """
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ac.master_type = '%(type)s' AND
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gle.posting_date >= '%(start_date)s'""" % args
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if not args['select']:
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args['select'] = "SUM(IFNULL(gle.%(field)s, 0)) AS '%(field)s'" % args
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def get(self):
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"""
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* Execute Query
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* Prepare Email Body from Print Format
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"""
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pass
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def execute_queries(self):
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"""
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* If standard==1, execute get_standard_data
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* If standard==0, execute python code in custom_code field
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"""
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pass
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def send(self):
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"""
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* Execute get method
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* Send email to recipients
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"""
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pass
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@ -3,24 +3,25 @@
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# These values are common in all dictionaries
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{
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'creation': '2011-07-27 14:23:09',
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'creation': '2011-11-28 13:11:56',
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'docstatus': 0,
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'modified': '2011-07-27 17:32:27',
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'modified': '2011-12-02 10:58:22',
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'modified_by': 'Administrator',
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'owner': 'Administrator'
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},
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# These values are common for all DocType
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{
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'_last_update': '1311760331',
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'_last_update': '1322803627',
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'autoname': 'Prompt',
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'colour': 'White:FFF',
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'doctype': 'DocType',
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'issingle': 1,
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'document_type': 'System',
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'module': 'Setup',
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'name': '__common__',
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'section_style': 'Simple',
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'show_in_menu': 0,
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'version': 4
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'version': 45
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},
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# These values are common for all DocField
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@ -29,23 +30,18 @@
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'name': '__common__',
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'parent': 'Email Digest',
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'parentfield': 'fields',
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'parenttype': 'DocType',
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'permlevel': 0
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'parenttype': 'DocType'
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},
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# These values are common for all DocPerm
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{
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'create': 1,
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'doctype': 'DocPerm',
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'idx': 1,
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'name': '__common__',
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'parent': 'Email Digest',
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'parentfield': 'permissions',
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'parenttype': 'DocType',
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'permlevel': 0,
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'read': 1,
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'role': 'Administrator',
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'write': 1
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'role': 'System Manager'
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},
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# DocType, Email Digest
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@ -56,34 +52,278 @@
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# DocPerm
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{
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'doctype': 'DocPerm'
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'create': 1,
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'doctype': 'DocPerm',
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'permlevel': 0,
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'write': 1
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},
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# DocPerm
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{
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'doctype': 'DocPerm',
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'permlevel': 1
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},
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# DocField
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{
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'doctype': 'DocField',
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'fieldtype': 'HTML',
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'idx': 1,
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'label': 'Body'
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'fieldtype': 'Section Break',
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'label': 'Settings',
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'permlevel': 0
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},
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# DocField
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{
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'doctype': 'DocField',
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'fieldname': 'content_config',
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'fieldtype': 'Column Break',
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'permlevel': 0
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},
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# DocField
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{
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'doctype': 'DocField',
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'fieldname': 'enabled',
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'fieldtype': 'Check',
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'label': 'Enabled',
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'permlevel': 0
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},
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# DocField
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{
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'doctype': 'DocField',
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'fieldname': 'company',
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'fieldtype': 'Select',
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'label': 'For Company',
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'options': 'link:Company',
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'permlevel': 0,
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'reqd': 1
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},
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# DocField
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{
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'allow_on_submit': 0,
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'doctype': 'DocField',
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'fieldname': 'frequency',
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'fieldtype': 'Select',
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'label': 'How frequently?',
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'options': '\nDaily\nWeekly\nMonthly',
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'permlevel': 0,
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'reqd': 1
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},
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# DocField
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{
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'doctype': 'DocField',
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'fieldname': 'send_time',
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'fieldtype': 'Select',
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'label': 'At what time?',
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'options': '\n1 AM\n2 AM\n3 AM\n4 AM\n5 AM\n6 AM\n7 AM\n8 AM\n9 AM\n10 AM\n11 AM\nNoon\n1 PM\n2 PM\n3 PM\n4 PM\n5 PM\n6 PM\n7 PM\n8 PM\n9 PM\n10 PM\n11 PM\nMidnight',
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'permlevel': 0,
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'reqd': 1
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},
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# DocField
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{
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'default': '1',
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'doctype': 'DocField',
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'fieldname': 'use_standard',
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'fieldtype': 'Check',
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'label': 'Use standard?',
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'permlevel': 0
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},
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# DocField
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{
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'doctype': 'DocField',
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'fieldname': 'print_format',
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'fieldtype': 'Select',
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'label': 'Email Template',
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'options': "link:Print Format\ndoc_type='Email Digest'",
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'permlevel': 0
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},
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# DocField
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||||
{
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||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Column Break',
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||||
'permlevel': 0
|
||||
},
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|
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# DocField
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{
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'doctype': 'DocField',
|
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'fieldtype': 'Button',
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'label': 'Add Recipients',
|
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'permlevel': 0,
|
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'trigger': 'Client'
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},
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# DocField
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{
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'doctype': 'DocField',
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'fieldname': 'recipient_list',
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'fieldtype': 'Text',
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'hidden': 1,
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'idx': 2,
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'label': 'Content Config'
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||||
'label': 'Recipients',
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||||
'permlevel': 1,
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||||
'reqd': 1
|
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},
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# DocField
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{
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'depends_on': 'eval:doc.use_standard',
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'doctype': 'DocField',
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'fieldname': 'email_config',
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'fieldtype': 'Text',
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'hidden': 1,
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'idx': 3,
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'label': 'Email Config'
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'fieldtype': 'Section Break',
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'label': 'Select Digest Content',
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'permlevel': 0
|
||||
},
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# DocField
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{
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'depends_on': 'eval:doc.use_standard',
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'doctype': 'DocField',
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'fieldname': 'invoiced_amount',
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'fieldtype': 'Check',
|
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'label': 'Invoiced Amount (Receivables)',
|
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'permlevel': 0
|
||||
},
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||||
|
||||
# DocField
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||||
{
|
||||
'depends_on': 'eval:doc.use_standard',
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'doctype': 'DocField',
|
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'fieldname': 'payables',
|
||||
'fieldtype': 'Check',
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||||
'label': 'Payables',
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||||
'permlevel': 0
|
||||
},
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|
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# DocField
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{
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'depends_on': 'eval:doc.use_standard',
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'doctype': 'DocField',
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'fieldname': 'income',
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'fieldtype': 'Check',
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'label': 'Income',
|
||||
'permlevel': 0
|
||||
},
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||||
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||||
# DocField
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||||
{
|
||||
'depends_on': 'eval:doc.use_standard',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'expenses_booked',
|
||||
'fieldtype': 'Check',
|
||||
'label': 'Expenses Booked',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'depends_on': 'eval:doc.use_standard',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'collections',
|
||||
'fieldtype': 'Check',
|
||||
'label': 'Collections',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'depends_on': 'eval:doc.use_standard',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'payments',
|
||||
'fieldtype': 'Check',
|
||||
'label': 'Payments',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'depends_on': 'eval:doc.use_standard',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'bank_balance',
|
||||
'fieldtype': 'Check',
|
||||
'label': 'Bank Balance',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'depends_on': 'eval:doc.use_standard',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'new_leads',
|
||||
'fieldtype': 'Check',
|
||||
'label': 'New Leads',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'depends_on': 'eval:doc.use_standard',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'new_inquiries',
|
||||
'fieldtype': 'Check',
|
||||
'label': 'New Inquiries',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'depends_on': 'eval:doc.use_standard',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'new_quotations',
|
||||
'fieldtype': 'Check',
|
||||
'label': 'New Quotations',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'depends_on': 'eval:doc.use_standard',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'new_orders',
|
||||
'fieldtype': 'Check',
|
||||
'label': 'New Orders',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'depends_on': 'eval:doc.use_standard',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'stock_below_rl',
|
||||
'fieldtype': 'Check',
|
||||
'label': 'Stock Items below re-order level',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'depends_on': 'eval:doc.use_standard',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'new_transactions',
|
||||
'fieldtype': 'Check',
|
||||
'label': 'New Transactions',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'depends_on': 'eval:!doc.use_standard',
|
||||
'doctype': 'DocField',
|
||||
'fieldtype': 'Section Break',
|
||||
'label': 'Enter Custom Code',
|
||||
'permlevel': 0
|
||||
},
|
||||
|
||||
# DocField
|
||||
{
|
||||
'default': '\n',
|
||||
'depends_on': 'eval:!doc.use_standard',
|
||||
'doctype': 'DocField',
|
||||
'fieldname': 'custom_code',
|
||||
'fieldtype': 'Code',
|
||||
'label': 'Custom Python Code',
|
||||
'permlevel': 0
|
||||
}
|
||||
]
|
||||
Loading…
x
Reference in New Issue
Block a user