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feat: notify credit controller role users with credit limit extension request #22213

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Jun 12, 2020
Merged

feat: notify credit controller role users with credit limit extension request #22213

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50 changes: 44 additions & 6 deletions erpnext/selling/doctype/customer/customer.py
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Original file line number Diff line number Diff line change
Expand Up @@ -3,16 +3,19 @@

from __future__ import unicode_literals
import frappe
import json
from frappe.model.naming import set_name_by_naming_series
from frappe import _, msgprint, throw
from frappe import _, msgprint
import frappe.defaults
from frappe.utils import flt, cint, cstr, today
from frappe.utils import flt, cint, cstr, today, get_formatted_email
from frappe.desk.reportview import build_match_conditions, get_filters_cond
from erpnext.utilities.transaction_base import TransactionBase
from erpnext.accounts.party import validate_party_accounts, get_dashboard_info, get_timeline_data # keep this
from frappe.contacts.address_and_contact import load_address_and_contact, delete_contact_and_address
from frappe.model.rename_doc import update_linked_doctypes
from frappe.model.mapper import get_mapped_doc
from frappe.utils.user import get_users_with_role


class Customer(TransactionBase):
def get_feed(self):
Expand Down Expand Up @@ -378,10 +381,45 @@ def check_credit_limit(customer, company, ignore_outstanding_sales_order=False,
.format(customer, customer_outstanding, credit_limit))

# If not authorized person raise exception
credit_controller = frappe.db.get_value('Accounts Settings', None, 'credit_controller')
if not credit_controller or credit_controller not in frappe.get_roles():
throw(_("Please contact to the user who have Sales Master Manager {0} role")
.format(" / " + credit_controller if credit_controller else ""))
credit_controller_role = frappe.db.get_single_value('Accounts Settings', 'credit_controller')
if not credit_controller_role or credit_controller_role not in frappe.get_roles():
# form a list of emails for the credit controller users
credit_controller_users = get_users_with_role(credit_controller_role or "Sales Master Manager")

# form a list of emails and names to show to the user
credit_controller_users_list = [user for user in credit_controller_users if frappe.db.exists("Employee", {"prefered_email": user})]
credit_controller_users = [get_formatted_email(user).replace("<", "(").replace(">", ")") for user in credit_controller_users_list]

if not credit_controller_users:
frappe.throw(_("Please contact your administrator to extend the credit limits for {0}.".format(customer)))

message = """Please contact any of the following users to extend the credit limits for {0}:
<br><br><ul><li>{1}</li></ul>""".format(customer, '<li>'.join(credit_controller_users))

# if the current user does not have permissions to override credit limit,
# prompt them to send out an email to the controller users
frappe.msgprint(message,
title="Notify",
raise_exception=1,
primary_action={
'label': 'Send Email',
'server_action': 'erpnext.selling.doctype.customer.customer.send_emails',
'args': {
'customer': customer,
'customer_outstanding': customer_outstanding,
'credit_limit': credit_limit,
'credit_controller_users_list': credit_controller_users_list
}
}
)

@frappe.whitelist()
def send_emails(args):
args = json.loads(args)
subject = (_("Credit limit reached for customer {0}").format(args.get('customer')))
message = (_("Credit limit has been crossed for customer {0} ({1}/{2})")
.format(args.get('customer'), args.get('customer_outstanding'), args.get('credit_limit')))
frappe.sendmail(recipients=[args.get('credit_controller_users_list')], subject=subject, message=message)

def get_customer_outstanding(customer, company, ignore_outstanding_sales_order=False, cost_center=None):
# Outstanding based on GL Entries
Expand Down