feat: add field for specifying pdf name
diff --git a/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.json b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.json
index 8004659..a3a953f 100644
--- a/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.json
+++ b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.json
@@ -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",
diff --git a/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.py b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.py
index 6193c84..b35d237 100644
--- a/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.py
+++ b/erpnext/accounts/doctype/process_statement_of_accounts/process_statement_of_accounts.py
@@ -27,7 +27,13 @@
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 @@
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 @@
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)