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feat(RFQ): make email message fully configurable #36353

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merged 2 commits into from
Aug 7, 2023

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@barredterra barredterra commented Jul 27, 2023

Previously, the RFQ email was a weird mix of a fixed template and a user provided template. The user was not able to influence

  • if and what heading to use,
  • if and what salutation to use,
  • if they want to send a portal and/or password reset link,
  • the text around these links, and
  • the order of all the above.

Also, it was not possible to use variables in the subject.

All of this is resolved with the PR:

rfq.mp4

no-docs

(will add docs after merge)

@github-actions github-actions bot added the needs-tests This PR needs automated unit-tests. label Jul 27, 2023
@barredterra barredterra added backport version-14-hotfix backport to version 14 and removed needs-tests This PR needs automated unit-tests. labels Jul 27, 2023
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codecov bot commented Jul 27, 2023

Codecov Report

Merging #36353 (ed61128) into develop (27ebf14) will increase coverage by 0.00%.
Report is 4 commits behind head on develop.
The diff coverage is 40.00%.

Additional details and impacted files
@@           Coverage Diff            @@
##           develop   #36353   +/-   ##
========================================
  Coverage    64.54%   64.54%           
========================================
  Files          787      787           
  Lines        61173    61174    +1     
========================================
+ Hits         39485    39487    +2     
+ Misses       21688    21687    -1     
Files Changed Coverage Δ
...ype/request_for_quotation/request_for_quotation.py 55.34% <0.00%> (+0.51%) ⬆️
erpnext/assets/doctype/asset/asset.py 79.57% <75.00%> (-0.27%) ⬇️

... and 1 file with indirect coverage changes

@barredterra barredterra changed the title feat: make RFQ message fully configurable feat(RFQ): make email message fully configurable Jul 27, 2023
@rohitwaghchaure rohitwaghchaure merged commit 21080af into frappe:develop Aug 7, 2023
12 checks passed
mergify bot pushed a commit that referenced this pull request Aug 7, 2023
feat: make RFQ message fully configurable
(cherry picked from commit 21080af)
@barredterra barredterra deleted the improve-rfq branch August 7, 2023 12:00
s-aga-r pushed a commit that referenced this pull request Aug 17, 2023
…36531)

* feat(RFQ): make email message fully configurable (#36353)

feat: make RFQ message fully configurable
(cherry picked from commit 21080af)

* fix(RFQ): hide description in print and report

---------

Co-authored-by: Raffael Meyer <14891507+barredterra@users.noreply.github.com>
frappe-pr-bot pushed a commit that referenced this pull request Aug 23, 2023
# [14.36.0](v14.35.2...v14.36.0) (2023-08-23)

### Bug Fixes

* Accounts Payable Currency bug ([94612b9](94612b9))
* Add company filters for account ([e62ffa9](e62ffa9))
* add missing items labels back ([#36737](#36737)) ([3634e80](3634e80))
* broken advance field in Accounts Receivable summary rpt ([296a4d7](296a4d7))
* broken consolidated report due to finance book filter ([5bd2a09](5bd2a09))
* check tax and charges if it is passed ([1f76c69](1f76c69))
* clear dimension defaults after test ([2a467a9](2a467a9))
* dict value for dimension for gl entries defined without the dimension ([11ba553](11ba553))
* dimension name in remark ([01ae513](01ae513))
* divide offsetting amount for multiple dimensions ([1269f2d](1269f2d))
* divide offsetting amount only when account exists ([2c8c3a0](2c8c3a0))
* Document Name link validation in Bank Reconciliation Tool ([#36495](#36495)) ([83cbc1b](83cbc1b)), closes [#35540](#35540) [#35540](#35540)
* don't throw if item does not have default BOM (backport [#36709](#36709)) ([#36734](#36734)) ([e1bd9a7](e1bd9a7))
* duplicate acc dimension in test ([cdb66bf](cdb66bf))
* fetch acc dimensions correctly when fieldname is different from name ([7ac35b4](7ac35b4))
* fetch accounting dimension details specific to company ([c1f1a21](c1f1a21))
* include gain/loss journal in AR/AP reports ([4606079](4606079))
* incorrect gl balance on multi company setup ([cb9aad3](cb9aad3))
* incorrect schedule in asset value adjustment ([#36725](#36725)) ([a0575ed](a0575ed))
* make offsetting entry for acc dimensions ([3198f26](3198f26))
* make offsetting entry for all doctypes ([f578c32](f578c32))
* mode of payment fetched from pos profile company in POS ([c74a414](c74a414))
* not able to make stock entry ([#36759](#36759)) ([873ee38](873ee38))
* Procurement Tracker report not showing material request items ([#36768](#36768)) ([6a9935c](6a9935c))
* reset dimension defaults when company changedin test ([37ef6e9](37ef6e9))
* **RFQ:** make "update password" and "submit quotation" buttons the same size (backport [#36667](#36667)) ([#36686](#36686)) ([36147ec](36147ec))
* timeout error coming during reposting ([#36715](#36715)) ([620b21f](620b21f))
* **ux:** change batch selection message to alert (backport [#36500](#36500)) ([#36697](#36697)) ([0a4947a](0a4947a))
* **UX:** Ignore prepared report ([3e23e1f](3e23e1f))

### Features

* **RFQ:** make email message fully configurable (backport [#36353](#36353)) ([#36531](#36531)) ([c308bd5](c308bd5))
* Tick on checkbox to include draft timesheets (backport [#36577](#36577)) ([#36640](#36640)) ([9668615](9668615))
* utility to repost accounting ledgers without cancellation ([#36469](#36469)) ([f8d6fe6](f8d6fe6))

### Performance Improvements

* pull latest details only for referenced vouchers ([47345e8](47345e8))
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