Started with email digest
diff --git a/erpnext/setup/doctype/email_digest/email_digest.css b/erpnext/setup/doctype/email_digest/email_digest.css
new file mode 100644
index 0000000..0654dec
--- /dev/null
+++ b/erpnext/setup/doctype/email_digest/email_digest.css
@@ -0,0 +1,10 @@
+table.profile-list {
+ text-align: left;
+ margin: auto;
+ line-height: 250%;
+}
+
+div.dialog-div {
+ text-align: 'center';
+ width: 100%;
+}
diff --git a/erpnext/setup/doctype/email_digest/email_digest.js b/erpnext/setup/doctype/email_digest/email_digest.js
new file mode 100644
index 0000000..a840721
--- /dev/null
+++ b/erpnext/setup/doctype/email_digest/email_digest.js
@@ -0,0 +1,69 @@
+cur_frm.cscript.refresh = function(doc, dt, dn) {
+ cur_frm.add_custom_button('Execute Now', function() {
+ $c_obj(make_doclist(dt, dn), 'get_standard_data', '', function(r, rt) {
+ if(r.exc) {
+ msgprint(r.exc);
+ } else {
+ console.log(arguments);
+ }
+ });
+ }, 1);
+}
+
+cur_frm.cscript['Add Recipients'] = function(doc, dt, dn) {
+ // Get profile list
+ $c_obj(make_doclist(dt, dn), 'get_profiles', '', function(r, rt) {
+ if(r.exc) {
+ msgprint(r.exc);
+ } else {
+ // Open a dialog and display checkboxes against email addresses
+ doc = locals[dt][dn];
+ var d = new wn.widgets.Dialog({
+ title: 'Add Recipients',
+ width: 400
+ });
+ var dialog_div = $a(d.body, 'div', 'dialog-div', '', '');
+ var tab = make_table(dialog_div, r.profile_list.length+2, 2, '', ['15%', '85%']);
+ tab.className = 'profile-list';
+ var add_or_update = 'Add';
+ $.each(r.profile_list, function(i, v) {
+ var check = $a_input($td(tab, i+1, 0), 'checkbox');
+ check.value = v.name;
+ if(v.checked==1) {
+ check.checked = 1;
+ add_or_update = 'Update';
+ }
+ var profile = $a($td(tab, i+1, 1), 'span', '', '', v.name);
+ profile.onclick = function() { check.checked = !check.checked; }
+ });
+
+ // Display add recipients button
+ if(r.profile_list.length>15) {
+ $btn($td(tab, 0, 1), add_or_update + ' Recipients', function() {
+ cur_frm.cscript.add_to_rec_list(doc, tab, r.profile_list.length);
+ });
+ }
+ $btn($td(tab, r.profile_list.length+1, 1), add_or_update + ' Recipients', function() {
+ cur_frm.cscript.add_to_rec_list(doc, tab, r.profile_list.length);
+ });
+
+ cur_frm.rec_dialog = d;
+ d.show();
+ }
+ });
+}
+
+cur_frm.cscript.add_to_rec_list = function(doc, tab, length) {
+ // add checked profiles to list of recipients
+ var rec_list = [];
+ for(var i = 1; i <= length; i++) {
+ var input = $($td(tab, i, 0)).find('input');
+ if(input.is(':checked')) {
+ rec_list.push(input.attr('value'));
+ }
+ }
+ doc.recipient_list = rec_list.join('\n');
+ console.log(doc.recipient_list);
+ cur_frm.rec_dialog.hide();
+ cur_frm.refresh_fields();
+}
diff --git a/erpnext/setup/doctype/email_digest/email_digest.py b/erpnext/setup/doctype/email_digest/email_digest.py
new file mode 100644
index 0000000..0167a15
--- /dev/null
+++ b/erpnext/setup/doctype/email_digest/email_digest.py
@@ -0,0 +1,204 @@
+import webnotes
+
+class DocType:
+ def __init__(self, doc, doclist=[]):
+ self.doc, self.doclist = doc, doclist
+
+
+ def get_profiles(self):
+ """
+ Get a list of profiles
+ """
+ import webnotes
+ profile_list = webnotes.conn.sql("""
+ SELECT name, enabled FROM tabProfile
+ WHERE docstatus=0 AND name NOT IN ('Administrator', 'Guest')
+ ORDER BY enabled DESC, name ASC""", as_dict=1)
+ if self.doc.recipient_list:
+ recipient_list = self.doc.recipient_list.split("\n")
+ else:
+ recipient_list = []
+ for p in profile_list:
+ if p['name'] in recipient_list: p['checked'] = 1
+ else: p['checked'] = 0
+ webnotes.response['profile_list'] = profile_list
+
+
+ def get_standard_data(self):
+ """
+ Executes standard queries
+ """
+ res = {}
+ query_dict = {
+
+ 'invoiced_amount': self.generate_gle_query({
+ 'field': 'debit',
+ 'type': 'Customer',
+ }),
+
+ 'payables': self.generate_gle_query({
+ 'field': 'credit',
+ 'type': 'Supplier',
+ }),
+
+ 'collections': self.generate_gle_query({
+ 'field': 'credit',
+ 'type': 'Customer',
+ 'against': 'Bank or Cash'
+ }),
+
+ 'payments': self.generate_gle_query({
+ 'field': 'debit',
+ 'type': 'Supplier',
+ 'against': 'Bank or Cash'
+ }),
+
+ 'income': self.generate_gle_query({
+ 'debit_or_credit': 'Credit'
+ }),
+
+ 'expenses_booked': self.generate_gle_query({
+ 'debit_or_credit': 'Debit'
+ }),
+
+ 'bank_balance': self.generate_gle_query({
+ 'bank_balance': None
+ }),
+
+ 'new_leads': """""",
+
+ 'new_inquiries': """""",
+
+ 'new_quotations': "",
+
+ 'new_orders': "",
+
+ 'stock_below_rl': """""",
+
+ 'new_transactions': """"""
+
+ }
+
+ result = {}
+
+ for query in query_dict.keys():
+ if query_dict[query]:
+ webnotes.msgprint(query)
+ res = webnotes.conn.sql(query_dict[query], as_dict=1, debug=1)
+ if query == 'income':
+ res[0]['value'] = float(res[0]['credit'] - res[0]['debit'])
+ elif query == 'expenses_booked':
+ res[0]['value'] = float(res[0]['debit'] - res[0]['credit'])
+ elif query == 'bank_balance':
+ for r in res:
+ r['value'] = float(r['debit'] - r['credit'])
+ webnotes.msgprint(query)
+ webnotes.msgprint(res)
+ result[query] = (res and res[0]) and res[0] or None
+
+ return result
+
+
+ def generate_gle_query(self, args):
+ """
+ Returns generated query string
+ """
+ start_date = '2011-11-01'
+ end_date = '2011-11-30'
+ args.update({
+ 'start_date': start_date,
+ 'end_date': end_date,
+ 'company': self.doc.company,
+ 'select': None,
+ 'where': None
+ })
+
+
+ self.evaluate_query_conditions(args)
+
+ query = """
+ SELECT
+ %(select)s,
+ COUNT(*) AS 'count'
+ FROM
+ `tabGL Entry` gle,
+ `tabAccount` ac
+ WHERE
+ gle.company = '%(company)s' AND
+ gle.account = ac.name AND
+ ac.docstatus < 2 AND
+ IFNULL(gle.is_cancelled, 'No') = 'No' AND
+ %(where)s AND
+ gle.posting_date <= '%(end_date)s'""" % args
+
+ if 'group_by' in args.keys():
+ query = query + args['group_by']
+
+ return query
+
+
+ def evaluate_query_conditions(self, args):
+ """
+ Modify query according to type of information required based on args passed
+ """
+ # If collections or payments
+ if 'against' in args.keys():
+ if args['against'] == 'Bank or Cash':
+ bc_account_list = webnotes.conn.sql("""
+ SELECT name
+ FROM `tabAccount`
+ WHERE account_type = 'Bank or Cash'""", as_list=1)
+ args['reg'] = '(' + '|'.join([ac[0] for ac in bc_account_list]) + ')'
+ args['where'] = """
+ ac.master_type = '%(type)s' AND
+ gle.against REGEXP '%(reg)s' AND
+ gle.posting_date >= '%(start_date)s'""" % args
+
+ # If income or expenses_booked
+ elif 'debit_or_credit' in args.keys():
+ args['select'] = """
+ SUM(IFNULL(gle.debit, 0)) AS 'debit',
+ SUM(IFNULL(gle.credit, 0)) AS 'credit'"""
+
+ args['where'] = """
+ ac.is_pl_account = 'Yes' AND
+ ac.debit_or_credit = '%(debit_or_credit)s' AND
+ gle.posting_date >= '%(start_date)s'""" % args
+
+ elif 'bank_balance' in args.keys():
+ args['select'] = "ac.name AS 'name', SUM(IFNULL(debit, 0)) AS 'debit', SUM(IFNULL(credit, 0)) AS 'credit'"
+ args['where'] = "ac.account_type = 'Bank or Cash'"
+ args['group_by'] = "GROUP BY ac.name"
+
+ # For everything else
+ else:
+ args['where'] = """
+ ac.master_type = '%(type)s' AND
+ gle.posting_date >= '%(start_date)s'""" % args
+
+ if not args['select']:
+ args['select'] = "SUM(IFNULL(gle.%(field)s, 0)) AS '%(field)s'" % args
+
+
+ def get(self):
+ """
+ * Execute Query
+ * Prepare Email Body from Print Format
+ """
+ pass
+
+
+ def execute_queries(self):
+ """
+ * If standard==1, execute get_standard_data
+ * If standard==0, execute python code in custom_code field
+ """
+ pass
+
+
+ def send(self):
+ """
+ * Execute get method
+ * Send email to recipients
+ """
+ pass
diff --git a/erpnext/setup/doctype/email_digest/email_digest.txt b/erpnext/setup/doctype/email_digest/email_digest.txt
index 026caa7..d6fa85a 100644
--- a/erpnext/setup/doctype/email_digest/email_digest.txt
+++ b/erpnext/setup/doctype/email_digest/email_digest.txt
@@ -3,24 +3,25 @@
# These values are common in all dictionaries
{
- 'creation': '2011-07-27 14:23:09',
+ 'creation': '2011-11-28 13:11:56',
'docstatus': 0,
- 'modified': '2011-07-27 17:32:27',
+ 'modified': '2011-12-02 10:58:22',
'modified_by': 'Administrator',
'owner': 'Administrator'
},
# These values are common for all DocType
{
- '_last_update': '1311760331',
+ '_last_update': '1322803627',
+ 'autoname': 'Prompt',
'colour': 'White:FFF',
'doctype': 'DocType',
- 'issingle': 1,
+ 'document_type': 'System',
'module': 'Setup',
'name': '__common__',
'section_style': 'Simple',
'show_in_menu': 0,
- 'version': 4
+ 'version': 45
},
# These values are common for all DocField
@@ -29,23 +30,18 @@
'name': '__common__',
'parent': 'Email Digest',
'parentfield': 'fields',
- 'parenttype': 'DocType',
- 'permlevel': 0
+ 'parenttype': 'DocType'
},
# These values are common for all DocPerm
{
- 'create': 1,
'doctype': 'DocPerm',
- 'idx': 1,
'name': '__common__',
'parent': 'Email Digest',
'parentfield': 'permissions',
'parenttype': 'DocType',
- 'permlevel': 0,
'read': 1,
- 'role': 'Administrator',
- 'write': 1
+ 'role': 'System Manager'
},
# DocType, Email Digest
@@ -56,34 +52,278 @@
# DocPerm
{
- 'doctype': 'DocPerm'
+ 'create': 1,
+ 'doctype': 'DocPerm',
+ 'permlevel': 0,
+ 'write': 1
+ },
+
+ # DocPerm
+ {
+ 'doctype': 'DocPerm',
+ 'permlevel': 1
},
# DocField
{
'doctype': 'DocField',
- 'fieldtype': 'HTML',
- 'idx': 1,
- 'label': 'Body'
+ 'fieldtype': 'Section Break',
+ 'label': 'Settings',
+ 'permlevel': 0
},
# DocField
{
'doctype': 'DocField',
- 'fieldname': 'content_config',
+ 'fieldtype': 'Column Break',
+ 'permlevel': 0
+ },
+
+ # DocField
+ {
+ 'doctype': 'DocField',
+ 'fieldname': 'enabled',
+ 'fieldtype': 'Check',
+ 'label': 'Enabled',
+ 'permlevel': 0
+ },
+
+ # DocField
+ {
+ 'doctype': 'DocField',
+ 'fieldname': 'company',
+ 'fieldtype': 'Select',
+ 'label': 'For Company',
+ 'options': 'link:Company',
+ 'permlevel': 0,
+ 'reqd': 1
+ },
+
+ # DocField
+ {
+ 'allow_on_submit': 0,
+ 'doctype': 'DocField',
+ 'fieldname': 'frequency',
+ 'fieldtype': 'Select',
+ 'label': 'How frequently?',
+ 'options': '\nDaily\nWeekly\nMonthly',
+ 'permlevel': 0,
+ 'reqd': 1
+ },
+
+ # DocField
+ {
+ 'doctype': 'DocField',
+ 'fieldname': 'send_time',
+ 'fieldtype': 'Select',
+ 'label': 'At what time?',
+ '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',
+ 'permlevel': 0,
+ 'reqd': 1
+ },
+
+ # DocField
+ {
+ 'default': '1',
+ 'doctype': 'DocField',
+ 'fieldname': 'use_standard',
+ 'fieldtype': 'Check',
+ 'label': 'Use standard?',
+ 'permlevel': 0
+ },
+
+ # DocField
+ {
+ 'doctype': 'DocField',
+ 'fieldname': 'print_format',
+ 'fieldtype': 'Select',
+ 'label': 'Email Template',
+ 'options': "link:Print Format\ndoc_type='Email Digest'",
+ 'permlevel': 0
+ },
+
+ # DocField
+ {
+ 'doctype': 'DocField',
+ 'fieldtype': 'Column Break',
+ 'permlevel': 0
+ },
+
+ # DocField
+ {
+ 'doctype': 'DocField',
+ 'fieldtype': 'Button',
+ 'label': 'Add Recipients',
+ 'permlevel': 0,
+ 'trigger': 'Client'
+ },
+
+ # DocField
+ {
+ 'doctype': 'DocField',
+ 'fieldname': 'recipient_list',
'fieldtype': 'Text',
- 'hidden': 1,
- 'idx': 2,
- 'label': 'Content Config'
+ 'label': 'Recipients',
+ 'permlevel': 1,
+ 'reqd': 1
},
# DocField
{
+ 'depends_on': 'eval:doc.use_standard',
'doctype': 'DocField',
- 'fieldname': 'email_config',
- 'fieldtype': 'Text',
- 'hidden': 1,
- 'idx': 3,
- 'label': 'Email Config'
+ 'fieldtype': 'Section Break',
+ 'label': 'Select Digest Content',
+ 'permlevel': 0
+ },
+
+ # DocField
+ {
+ 'depends_on': 'eval:doc.use_standard',
+ 'doctype': 'DocField',
+ 'fieldname': 'invoiced_amount',
+ 'fieldtype': 'Check',
+ 'label': 'Invoiced Amount (Receivables)',
+ 'permlevel': 0
+ },
+
+ # DocField
+ {
+ 'depends_on': 'eval:doc.use_standard',
+ 'doctype': 'DocField',
+ 'fieldname': 'payables',
+ 'fieldtype': 'Check',
+ 'label': 'Payables',
+ 'permlevel': 0
+ },
+
+ # DocField
+ {
+ 'depends_on': 'eval:doc.use_standard',
+ 'doctype': 'DocField',
+ 'fieldname': 'income',
+ 'fieldtype': 'Check',
+ 'label': 'Income',
+ 'permlevel': 0
+ },
+
+ # DocField
+ {
+ '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
}
]
\ No newline at end of file