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Merge pull request #23443 from marination/rfq-email

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feat: Supplier Email Preview in RFQ
This commit is contained in:
rohitwaghchaure 2020-10-14 18:16:59 +05:30 committed by GitHub
commit f8ce64c0ca
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GPG Key ID: 4AEE18F83AFDEB23
5 changed files with 267 additions and 371 deletions
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64
erpnext/buying/doctype/request_for_quotation/request_for_quotation.js
View File

@ -22,8 +22,6 @@ frappe.ui.form.on("Request for Quotation",{
}, },
onload: function(frm) { onload: function(frm) {
frm.add_fetch('email_template', 'response', 'message_for_supplier');
if(!frm.doc.message_for_supplier) { if(!frm.doc.message_for_supplier) {
frm.set_value("message_for_supplier", __("Please supply the specified items at the best possible rates")) frm.set_value("message_for_supplier", __("Please supply the specified items at the best possible rates"))
} }
@ -194,6 +192,66 @@ frappe.ui.form.on("Request for Quotation",{
}); });
}); });
dialog.show() dialog.show()
},
preview: (frm) => {
let dialog = new frappe.ui.Dialog({
title: __('Preview Email'),
fields: [
{
label: __('Supplier'),
fieldtype: 'Select',
fieldname: 'supplier',
options: frm.doc.suppliers.map(row => row.supplier),
reqd: 1
},
{
fieldtype: 'Column Break',
fieldname: 'col_break_1',
},
{
label: __('Subject'),
fieldtype: 'Data',
fieldname: 'subject',
read_only: 1,
depends_on: 'subject'
},
{
fieldtype: 'Section Break',
fieldname: 'sec_break_1',
hide_border: 1
},
{
label: __('Email'),
fieldtype: 'HTML',
fieldname: 'email_preview'
},
{
fieldtype: 'Section Break',
fieldname: 'sec_break_2'
},
{
label: __('Note'),
fieldtype: 'HTML',
fieldname: 'note'
}
]
});
dialog.fields_dict['supplier'].df.onchange = () => {
var supplier = dialog.get_value('supplier');
frm.call('get_supplier_email_preview', {supplier: supplier}).then(result => {
dialog.fields_dict.email_preview.$wrapper.empty();
dialog.fields_dict.email_preview.$wrapper.append(result.message);
});
}
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
automatically be attached with the email.</p>`);
dialog.set_value("subject", frm.doc.subject);
dialog.show();
} }
}) })
@ -276,7 +334,7 @@ erpnext.buying.RequestforQuotationController = erpnext.buying.BuyingController.e
}) })
}, __("Get items from")); }, __("Get items from"));
// Get items from Opportunity // Get items from Opportunity
this.frm.add_custom_button(__('Opportunity'), this.frm.add_custom_button(__('Opportunity'),
function() { function() {
erpnext.utils.map_current_doc({ erpnext.utils.map_current_doc({
method: "erpnext.crm.doctype.opportunity.opportunity.make_request_for_quotation", method: "erpnext.crm.doctype.opportunity.opportunity.make_request_for_quotation",

48
erpnext/buying/doctype/request_for_quotation/request_for_quotation.json
View File

@ -1,5 +1,5 @@
{ {
"actions": "", "actions": [],
"allow_import": 1, "allow_import": 1,
"autoname": "naming_series:", "autoname": "naming_series:",
"creation": "2016-02-25 01:24:07.224790", "creation": "2016-02-25 01:24:07.224790",
@ -19,7 +19,12 @@
"items", "items",
"link_to_mrs", "link_to_mrs",
"supplier_response_section", "supplier_response_section",
"salutation",
"email_template", "email_template",
"col_break_email_1",
"subject",
"preview",
"sec_break_email_2",
"message_for_supplier", "message_for_supplier",
"terms_section_break", "terms_section_break",
"tc_name", "tc_name",
@ -126,8 +131,10 @@
"label": "Link to Material Requests" "label": "Link to Material Requests"
}, },
{ {
"depends_on": "eval:!doc.__islocal",
"fieldname": "supplier_response_section", "fieldname": "supplier_response_section",
"fieldtype": "Section Break" "fieldtype": "Section Break",
"label": "Email Details"
}, },
{ {
"fieldname": "email_template", "fieldname": "email_template",
@ -137,6 +144,8 @@
"print_hide": 1 "print_hide": 1
}, },
{ {
"fetch_from": "email_template.response",
"fetch_if_empty": 1,
"fieldname": "message_for_supplier", "fieldname": "message_for_supplier",
"fieldtype": "Text Editor", "fieldtype": "Text Editor",
"in_list_view": 1, "in_list_view": 1,
@ -230,12 +239,45 @@
"options": "Request for Quotation", "options": "Request for Quotation",
"print_hide": 1, "print_hide": 1,
"read_only": 1 "read_only": 1
},
{
"fetch_from": "email_template.subject",
"fetch_if_empty": 1,
"fieldname": "subject",
"fieldtype": "Data",
"label": "Subject",
"print_hide": 1
},
{
"description": "Select a greeting for the receiver. E.g. Mr., Ms., etc.",
"fieldname": "salutation",
"fieldtype": "Link",
"label": "Salutation",
"no_copy": 1,
"options": "Salutation",
"print_hide": 1
},
{
"fieldname": "col_break_email_1",
"fieldtype": "Column Break"
},
{
"depends_on": "eval:!doc.docstatus==1",
"fieldname": "preview",
"fieldtype": "Button",
"label": "Preview Email"
},
{
"depends_on": "eval:!doc.__islocal",
"fieldname": "sec_break_email_2",
"fieldtype": "Section Break",
"hide_border": 1
} }
], ],
"icon": "fa fa-shopping-cart", "icon": "fa fa-shopping-cart",
"is_submittable": 1, "is_submittable": 1,
"links": [], "links": [],
"modified": "2020-06-25 14:37:21.140194", "modified": "2020-10-01 14:54:50.888729",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "Buying", "module": "Buying",
"name": "Request for Quotation", "name": "Request for Quotation",

53
erpnext/buying/doctype/request_for_quotation/request_for_quotation.py
View File

@ -51,7 +51,7 @@ class RequestforQuotation(BuyingController):
def validate_email_id(self, args): def validate_email_id(self, args):
if not args.email_id: if not args.email_id:
frappe.throw(_("Row {0}: For Supplier {0}, Email Address is Required to Send Email").format(args.idx, args.supplier)) frappe.throw(_("Row {0}: For Supplier {1}, Email Address is Required to send an email").format(args.idx, frappe.bold(args.supplier)))
def on_submit(self): def on_submit(self):
frappe.db.set(self, 'status', 'Submitted') frappe.db.set(self, 'status', 'Submitted')
@ -62,17 +62,31 @@ class RequestforQuotation(BuyingController):
def on_cancel(self): def on_cancel(self):
frappe.db.set(self, 'status', 'Cancelled') frappe.db.set(self, 'status', 'Cancelled')
def get_supplier_email_preview(self, supplier):
"""Returns formatted email preview as string."""
rfq_suppliers = list(filter(lambda row: row.supplier == supplier, self.suppliers))
rfq_supplier = rfq_suppliers[0]
self.validate_email_id(rfq_supplier)
message = self.supplier_rfq_mail(rfq_supplier, '', self.get_link(), True)
return message
def send_to_supplier(self): def send_to_supplier(self):
"""Sends RFQ mail to involved suppliers."""
for rfq_supplier in self.suppliers: for rfq_supplier in self.suppliers:
if rfq_supplier.send_email: if rfq_supplier.send_email:
self.validate_email_id(rfq_supplier) self.validate_email_id(rfq_supplier)
# make new user if required # make new user if required
update_password_link = self.update_supplier_contact(rfq_supplier, self.get_link()) update_password_link, contact = self.update_supplier_contact(rfq_supplier, self.get_link())
self.update_supplier_part_no(rfq_supplier) self.update_supplier_part_no(rfq_supplier)
self.supplier_rfq_mail(rfq_supplier, update_password_link, self.get_link()) self.supplier_rfq_mail(rfq_supplier, update_password_link, self.get_link())
rfq_supplier.email_sent = 1 rfq_supplier.email_sent = 1
if not rfq_supplier.contact:
rfq_supplier.contact = contact
rfq_supplier.save() rfq_supplier.save()
def get_link(self): def get_link(self):
@ -87,18 +101,19 @@ class RequestforQuotation(BuyingController):
def update_supplier_contact(self, rfq_supplier, link): def update_supplier_contact(self, rfq_supplier, link):
'''Create a new user for the supplier if not set in contact''' '''Create a new user for the supplier if not set in contact'''
update_password_link = '' update_password_link, contact = '', ''
if frappe.db.exists("User", rfq_supplier.email_id): if frappe.db.exists("User", rfq_supplier.email_id):
user = frappe.get_doc("User", rfq_supplier.email_id) user = frappe.get_doc("User", rfq_supplier.email_id)
else: else:
user, update_password_link = self.create_user(rfq_supplier, link) user, update_password_link = self.create_user(rfq_supplier, link)
self.update_contact_of_supplier(rfq_supplier, user) contact = self.link_supplier_contact(rfq_supplier, user)
return update_password_link return update_password_link, contact
def update_contact_of_supplier(self, rfq_supplier, user): def link_supplier_contact(self, rfq_supplier, user):
"""If no Contact, create a new contact against Supplier. If Contact exists, check if email and user id set."""
if rfq_supplier.contact: if rfq_supplier.contact:
contact = frappe.get_doc("Contact", rfq_supplier.contact) contact = frappe.get_doc("Contact", rfq_supplier.contact)
else: else:
@ -115,6 +130,10 @@ class RequestforQuotation(BuyingController):
contact.save(ignore_permissions=True) contact.save(ignore_permissions=True)
if not rfq_supplier.contact:
# return contact to later update, RFQ supplier row's contact
return contact.name
def create_user(self, rfq_supplier, link): def create_user(self, rfq_supplier, link):
user = frappe.get_doc({ user = frappe.get_doc({
'doctype': 'User', 'doctype': 'User',
@ -129,22 +148,36 @@ class RequestforQuotation(BuyingController):
return user, update_password_link return user, update_password_link
def supplier_rfq_mail(self, data, update_password_link, rfq_link): def supplier_rfq_mail(self, data, update_password_link, rfq_link, preview=False):
full_name = get_user_fullname(frappe.session['user']) full_name = get_user_fullname(frappe.session['user'])
if full_name == "Guest": if full_name == "Guest":
full_name = "Administrator" full_name = "Administrator"
# send document dict and some important data from suppliers row
# to render message_for_supplier from any template
doc_args = self.as_dict()
doc_args.update({
'supplier': data.get('supplier'),
'supplier_name': data.get('supplier_name')
})
args = { args = {
'update_password_link': update_password_link, 'update_password_link': update_password_link,
'message': frappe.render_template(self.message_for_supplier, data.as_dict()), 'message': frappe.render_template(self.message_for_supplier, doc_args),
'rfq_link': rfq_link, 'rfq_link': rfq_link,
'user_fullname': full_name 'user_fullname': full_name,
'supplier_name' : data.get('supplier_name'),
'supplier_salutation' : self.salutation or 'Dear Mx.',
} }
subject = _("Request for Quotation") subject = self.subject or _("Request for Quotation")
template = "templates/emails/request_for_quotation.html" template = "templates/emails/request_for_quotation.html"
sender = frappe.session.user not in STANDARD_USERS and frappe.session.user or None sender = frappe.session.user not in STANDARD_USERS and frappe.session.user or None
message = frappe.get_template(template).render(args) message = frappe.get_template(template).render(args)
if preview:
return message
attachments = self.get_attachments() attachments = self.get_attachments()
self.send_email(data, sender, subject, message, attachments) self.send_email(data, sender, subject, message, attachments)

442
erpnext/buying/doctype/request_for_quotation_supplier/request_for_quotation_supplier.json
View File

@ -1,362 +1,112 @@
{ {
"allow_copy": 0, "actions": [],
"allow_guest_to_view": 0, "creation": "2016-03-29 05:59:11.896885",
"allow_import": 0, "doctype": "DocType",
"allow_rename": 0, "editable_grid": 1,
"beta": 0, "engine": "InnoDB",
"creation": "2016-03-29 05:59:11.896885", "field_order": [
"custom": 0, "send_email",
"docstatus": 0, "email_sent",
"doctype": "DocType", "supplier",
"document_type": "", "contact",
"editable_grid": 1, "no_quote",
"engine": "InnoDB", "quote_status",
"column_break_3",
"supplier_name",
"email_id",
"download_pdf"
],
"fields": [ "fields": [
{ {
"allow_bulk_edit": 0, "allow_on_submit": 1,
"allow_on_submit": 1, "default": "1",
"bold": 0, "fieldname": "send_email",
"collapsible": 0, "fieldtype": "Check",
"columns": 0, "label": "Send Email"
"default": "1", },
"fieldname": "send_email",
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Send Email",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{ {
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"allow_on_submit": 1, "default": "0",
"bold": 0, "depends_on": "eval:doc.docstatus >= 1",
"collapsible": 0, "fieldname": "email_sent",
"columns": 0, "fieldtype": "Check",
"default": "0", "label": "Email Sent",
"depends_on": "eval:doc.docstatus >= 1", "no_copy": 1,
"fieldname": "email_sent", "read_only": 1
"fieldtype": "Check", },
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Email Sent",
"length": 0,
"no_copy": 1,
"permlevel": 0,
"precision": "",
"print_hide": 0,
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"unique": 0
},
{ {
"allow_bulk_edit": 0, "columns": 4,
"allow_on_submit": 0, "fieldname": "supplier",
"bold": 0, "fieldtype": "Link",
"collapsible": 0, "in_list_view": 1,
"columns": 4, "label": "Supplier",
"fieldname": "supplier", "options": "Supplier",
"fieldtype": "Link", "reqd": 1
"hidden": 0, },
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Supplier",
"length": 0,
"no_copy": 0,
"options": "Supplier",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
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"report_hide": 0,
"reqd": 1,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{ {
"allow_bulk_edit": 0, "allow_on_submit": 1,
"allow_on_submit": 0, "columns": 3,
"bold": 0, "fieldname": "contact",
"collapsible": 0, "fieldtype": "Link",
"columns": 3, "in_list_view": 1,
"fieldname": "contact", "label": "Contact",
"fieldtype": "Link", "no_copy": 1,
"hidden": 0, "options": "Contact"
"ignore_user_permissions": 0, },
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Contact",
"length": 0,
"no_copy": 1,
"options": "Contact",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{ {
"allow_bulk_edit": 0, "allow_on_submit": 1,
"allow_on_submit": 1, "default": "0",
"bold": 0, "depends_on": "eval:doc.docstatus >= 1 && doc.quote_status != 'Received'",
"collapsible": 0, "fieldname": "no_quote",
"columns": 0, "fieldtype": "Check",
"depends_on": "eval:doc.docstatus >= 1 && doc.quote_status != 'Received'", "label": "No Quote"
"fieldname": "no_quote", },
"fieldtype": "Check",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "No Quote",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{ {
"allow_bulk_edit": 0, "allow_on_submit": 1,
"allow_on_submit": 1, "depends_on": "eval:doc.docstatus >= 1 && !doc.no_quote",
"bold": 0, "fieldname": "quote_status",
"collapsible": 0, "fieldtype": "Select",
"columns": 0, "label": "Quote Status",
"depends_on": "eval:doc.docstatus >= 1 && !doc.no_quote", "options": "Pending\nReceived\nNo Quote",
"fieldname": "quote_status", "read_only": 1
"fieldtype": "Select", },
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Quote Status",
"length": 0,
"no_copy": 0,
"options": "Pending\nReceived\nNo Quote",
"permlevel": 0,
"precision": "",
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"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{ {
"allow_bulk_edit": 0, "fieldname": "column_break_3",
"allow_on_submit": 0, "fieldtype": "Column Break"
"bold": 0, },
"collapsible": 0,
"columns": 0,
"fieldname": "column_break_3",
"fieldtype": "Column Break",
"hidden": 0,
"ignore_user_permissions": 0,
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},
{ {
"allow_bulk_edit": 0, "bold": 1,
"allow_on_submit": 0,
"bold": 1,
"collapsible": 0,
"columns": 0,
"fetch_from": "supplier.supplier_name", "fetch_from": "supplier.supplier_name",
"fieldname": "supplier_name", "fieldname": "supplier_name",
"fieldtype": "Read Only", "fieldtype": "Read Only",
"hidden": 0, "in_global_search": 1,
"ignore_user_permissions": 0, "label": "Supplier Name"
"ignore_xss_filter": 0, },
"in_filter": 0,
"in_global_search": 1,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Supplier Name",
"length": 0,
"no_copy": 0,
"options": "",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
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"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{ {
"allow_bulk_edit": 0, "columns": 3,
"allow_on_submit": 0,
"bold": 0,
"collapsible": 0,
"columns": 3,
"fetch_from": "contact.email_id", "fetch_from": "contact.email_id",
"fieldname": "email_id", "fieldname": "email_id",
"fieldtype": "Data", "fieldtype": "Data",
"hidden": 0, "in_list_view": 1,
"ignore_user_permissions": 0, "label": "Email Id",
"ignore_xss_filter": 0, "no_copy": 1
"in_filter": 0, },
"in_global_search": 0,
"in_list_view": 1,
"in_standard_filter": 0,
"label": "Email Id",
"length": 0,
"no_copy": 1,
"options": "",
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
},
{ {
"allow_bulk_edit": 0, "allow_on_submit": 1,
"allow_on_submit": 1, "fieldname": "download_pdf",
"bold": 0, "fieldtype": "Button",
"collapsible": 0, "label": "Download PDF"
"columns": 0,
"fieldname": "download_pdf",
"fieldtype": "Button",
"hidden": 0,
"ignore_user_permissions": 0,
"ignore_xss_filter": 0,
"in_filter": 0,
"in_global_search": 0,
"in_list_view": 0,
"in_standard_filter": 0,
"label": "Download PDF",
"length": 0,
"no_copy": 0,
"permlevel": 0,
"precision": "",
"print_hide": 0,
"print_hide_if_no_value": 0,
"read_only": 0,
"remember_last_selected_value": 0,
"report_hide": 0,
"reqd": 0,
"search_index": 0,
"set_only_once": 0,
"translatable": 0,
"unique": 0
} }
], ],
"has_web_view": 0, "istable": 1,
"hide_heading": 0, "links": [],
"hide_toolbar": 0, "modified": "2020-09-28 19:31:11.855588",
"idx": 0, "modified_by": "Administrator",
"image_view": 0, "module": "Buying",
"in_create": 0, "name": "Request for Quotation Supplier",
"is_submittable": 0, "owner": "Administrator",
"issingle": 0, "permissions": [],
"istable": 1, "sort_field": "modified",
"max_attachments": 0, "sort_order": "DESC",
"modified": "2018-05-16 22:43:30.212408", "track_changes": 1
"modified_by": "Administrator",
"module": "Buying",
"name": "Request for Quotation Supplier",
"name_case": "",
"owner": "Administrator",
"permissions": [],
"quick_entry": 0,
"read_only": 0,
"read_only_onload": 0,
"show_name_in_global_search": 0,
"sort_field": "modified",
"sort_order": "DESC",
"track_changes": 1,
"track_seen": 0
} }

31
erpnext/templates/emails/request_for_quotation.html
View File

@ -1,11 +1,24 @@
<h3>{{_("Request for Quotation")}}</h3> <h4>{{_("Request for Quotation")}}</h4>
<p>{{ supplier_salutation if supplier_salutation else ''}} {{ supplier_name }},</p>
<p>{{ message }}</p> <p>{{ message }}</p>
<p>{{_("The Request for Quotation can be accessed by clicking on the following button")}}:</p>
<p>
<button style="border: 1px solid #15c; padding: 6px; border-radius: 5px; background-color: white;">
<a href="{{ rfq_link }}" style="color: #15c; text-decoration:none;" target="_blank">Submit your Quotation</a>
</button>
</p><br>
<p>{{_("Regards")}},<br>
{{ user_fullname }}</p><br>
{% if update_password_link %} {% if update_password_link %}
<p>{{_("Please click on the following link to set your new password")}}:</p>
<p><a href="{{ update_password_link }}">{{ update_password_link }}</a></p> <p>{{_("Please click on the following button to set your new password")}}:</p>
{% else %} <p>
<p>{{_("The request for quotation can be accessed by clicking on the following link")}}:</p> <button style="border: 1px solid #15c; padding: 4px; border-radius: 5px; background-color: white;">
<p><a href="{{ rfq_link }}">Submit your Quotation</a></p> <a href="{{ update_password_link }}" style="color: #15c; font-size: 12px; text-decoration:none;" target="_blank">{{_("Update Password") }}</a>
{% endif %} </button>
<p>{{_("Thank you")}},<br> </p>
{{ user_fullname }}</p>
{% endif %}