ledger123 / runmyaccounts

SQL-Ledger Customizations by Run My Accounts
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[Support production / IBP-817] - NKP - Mass processing of reminders #486

Open MariaHashimi opened 6 months ago

MariaHashimi commented 6 months ago

Detailed Description:

Mass processing of reminders

Customer: battere If several reminders are selected, only the first one from the list is downloaded.

If you send several invoices to the queue, this does not work.

Mass processing for reminders does not work.

Impact:

Customer can’t send reminders in mass.

Steps to Reproduce:

https://my.runmyaccounts.com/#/c/battere/ar/reminders/create

ledger123 commented 4 months ago

Hi @MariaHashimi,

Good evening.

I went through the code for reminders and also did some testing. Here is what is available right now and probably not documented any where which is why it is causing some confusion.

  1. You can select multiple reminders, select pdf and print them to the queue. All selected reminders will be available in the queue and you can download them by selected the desired ones in zip file. Here is screen shot.

image

  1. In addition to this you can also create a single pdf file by clicking the 'Create Single PDF' checkbox and a pdf file with all selected reminders will be created immediately and will be available for download with download link below the buttons. See following screen shots.

image

image

Please note that reminders pdf link download is available only if you have checked the 'Create Single PDF' checkbox and it disappears if you don't check the box again.

Do you think this functionality is enough or you want to add something more to it?

Regards

MariaHashimi commented 4 months ago

Hi @ledger123 , Philip tested your instructions and it seems it does not work on our version of Ledger. Could you maybe create a video on how you do this for us to be able to reproduce it?

ledger123 commented 2 months ago

Hi @MariaHashimi , Please find attached screen casts for both points.

Regards

https://github.com/user-attachments/assets/d4d2b8db-3c1e-441c-a667-d9c69012b7ca

https://github.com/user-attachments/assets/73018968-09ae-41c4-afae-a0ad59a1fa97

DevAtRMA commented 2 months ago

Hi @ledger123

Thank you for the video i think we didnt quite understand how this works with the download of the reminders, it works now on our side.

But there is one other issue and that is sending out multiple emails for reminders this doesnt work i attached a video. Is this something that needs to be implemented ?

Regards Jakov Ratkovic

https://github.com/user-attachments/assets/951fafa1-a916-46dc-bf90-4822f0cd8a85

ledger123 commented 2 months ago

Hi Jakov Ratkovic,

Yes, this problem which you explained in video exists and that is why we had made the zip file changes. I am not sure how it was then used as I was asked to make changes this way but was not involved in the implementation.

So now you want to add the functionality to select invoices and then click send to send reminders for all those invoices. Right?

Please confirm and I shall make the changes.

Regards

DevAtRMA commented 1 month ago

Hi Armaghan

Yes i confirm we would like the functionality to send out multiple reminders over Email.

Regards

barworobiec commented 3 weeks ago

@ledger123 any update on that?