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BTHAB-182: Attach quotation invoice to contribution mail
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CRM/Civicase/Hook/BuildForm/AttachQuotationToInvoiceMail.php
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<?php | ||
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use Civi\Api4\CaseSalesOrder; | ||
use Civi\Api4\Contribution; | ||
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/** | ||
* Gives user the option to attach quotation to invoice mail. | ||
*/ | ||
class CRM_Civicase_Hook_BuildForm_AttachQuotationToInvoiceMail { | ||
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/** | ||
* Adds the Attach Quote checkbox to invoice mail form. | ||
* | ||
* @param CRM_Core_Form $form | ||
* Form Class object. | ||
* @param string $formName | ||
* Form Name. | ||
*/ | ||
public function run(CRM_Core_Form &$form, $formName) { | ||
if (!$this->shouldRun($formName)) { | ||
return; | ||
} | ||
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$form->add('checkbox', 'attach_quote', ts('Attach Quotation')); | ||
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CRM_Core_Region::instance('page-body')->add([ | ||
'template' => "CRM/Civicase/Form/Contribute/AttachQuotation.tpl", | ||
]); | ||
} | ||
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/** | ||
* Determines if the hook will run. | ||
* | ||
* @param string $formName | ||
* Form Name. | ||
* | ||
* @return bool | ||
* TRUE if the hook should run, FALSE otherwise. | ||
*/ | ||
private function shouldRun($formName) { | ||
if ($formName != 'CRM_Contribute_Form_Task_Invoice') { | ||
return FALSE; | ||
} | ||
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$contributionId = CRM_Utils_Request::retrieve('id', 'Positive'); | ||
if (!$contributionId) { | ||
return FALSE; | ||
} | ||
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$salesOrder = Contribution::get() | ||
->addSelect('Opportunity_Details.Quotation') | ||
->addWhere('Opportunity_Details.Quotation', 'IS NOT EMPTY') | ||
->addWhere('id', '=', $contributionId) | ||
->addChain('salesOrder', CaseSalesOrder::get() | ||
->addWhere('id', '=', '$Opportunity_Details.Quotation') | ||
) | ||
->execute() | ||
->first()['salesOrder']; | ||
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return !empty($salesOrder); | ||
} | ||
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} |
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<?php | ||
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use Civi\Api4\CaseSalesOrder; | ||
use Civi\Api4\Contribution; | ||
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/** | ||
* Adds Quotation invoice as an attachement. | ||
*/ | ||
class CRM_Civicase_Hook_alterMailParams_AttachQuotation { | ||
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/** | ||
* Attaches quotation to single invoice. | ||
* | ||
* @param array $params | ||
* Mail parameters. | ||
* @param string $context | ||
* Mail context. | ||
*/ | ||
public function run(array &$params, $context) { | ||
$shouldAttachQuote = CRM_Utils_Request::retrieve('attach_quote', 'String'); | ||
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if (!$this->shouldRun($params, $context, $shouldAttachQuote)) { | ||
return; | ||
} | ||
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$rendered = $this->getContributionQuotationInvoice($params['tokenContext']['contributionId']); | ||
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$params['attachments'][] = CRM_Utils_Mail::appendPDF('quotation_invoice.pdf', $rendered['html'], $rendered['format']); | ||
} | ||
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/** | ||
* Renders the Invoice for the quotation linked to the contribution. | ||
* | ||
* @param int $contributionId | ||
* The contribution ID. | ||
*/ | ||
private function getContributionQuotationInvoice($contributionId) { | ||
$salesOrder = Contribution::get() | ||
->addSelect('Opportunity_Details.Quotation') | ||
->addWhere('Opportunity_Details.Quotation', 'IS NOT EMPTY') | ||
->addWhere('id', '=', $contributionId) | ||
->addChain('salesOrder', CaseSalesOrder::get() | ||
->addWhere('id', '=', '$Opportunity_Details.Quotation') | ||
) | ||
->execute() | ||
->first()['salesOrder']; | ||
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if (empty($salesOrder)) { | ||
return; | ||
} | ||
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/** @var \CRM_Civicase_Service_CaseSalesOrderInvoice */ | ||
$invoiceService = new \CRM_Civicase_Service_CaseSalesOrderInvoice(new CRM_Civicase_WorkflowMessage_SalesOrderInvoice()); | ||
return $invoiceService->render($salesOrder[0]['id']); | ||
} | ||
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/** | ||
* Determines if the hook will run. | ||
* | ||
* @param array $params | ||
* Mail parameters. | ||
* @param string $context | ||
* Mail context. | ||
* @param string $shouldAttachQuote | ||
* If the Attach Quote is set. | ||
* | ||
* @return bool | ||
* returns TRUE if hook should run, FALSE otherwise. | ||
*/ | ||
private function shouldRun(array $params, $context, $shouldAttachQuote) { | ||
$component = $params['tplParams']['component'] ?? ''; | ||
if ($component !== 'contribute' || $context !== 'messageTemplate' || empty($shouldAttachQuote)) { | ||
return FALSE; | ||
} | ||
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return TRUE; | ||
} | ||
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} |
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<?php | ||
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use Civi\Api4\Address; | ||
use Civi\Api4\CaseSalesOrder; | ||
use Civi\Api4\CaseSalesOrderLine; | ||
use Civi\Api4\Contact; | ||
use Civi\Api4\Setting; | ||
use CRM_Civicase_WorkflowMessage_SalesOrderInvoice as SalesOrderInvoice; | ||
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/** | ||
* Renders sales order invoice. | ||
*/ | ||
class CRM_Civicase_Service_CaseSalesOrderInvoice { | ||
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/** | ||
* CreditNoteInvoiceService constructor. | ||
* | ||
* @param \CRM_Civicase_WorkflowMessage_SalesOrderInvoice $template | ||
* Workflow template. | ||
*/ | ||
public function __construct(private SalesOrderInvoice $template) { | ||
} | ||
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/** | ||
* Renders the sales order invoice message template. | ||
* | ||
* @param int $id | ||
* Sales Order ID. | ||
* | ||
* @return array | ||
* Rendered message, consistent of 'subject', 'text', 'html' | ||
*/ | ||
public function render(int $id) { | ||
$caseSalesOrder = CaseSalesOrder::get() | ||
->addWhere('id', '=', $id) | ||
->addChain('items', CaseSalesOrderLine::get() | ||
->addWhere('sales_order_id', '=', '$id') | ||
->addSelect('*', 'product_id.name', 'financial_type_id.name') | ||
) | ||
->addChain('computedRates', CaseSalesOrder::computeTotal() | ||
->setLineItems('$items') | ||
) | ||
->addChain('client', Contact::get() | ||
->addWhere('id', '=', '$client_id'), 0 | ||
) | ||
->execute() | ||
->first(); | ||
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if (!empty($caseSalesOrder['client_id'])) { | ||
$caseSalesOrder['clientAddress'] = Address::get() | ||
->addSelect('*', 'country_id:label', 'state_province_id:label') | ||
->addWhere('contact_id', '=', $caseSalesOrder['client_id']) | ||
->execute() | ||
->first(); | ||
$caseSalesOrder['clientAddress']['country'] = $caseSalesOrder['clientAddress']['country_id:label']; | ||
$caseSalesOrder['clientAddress']['state'] = $caseSalesOrder['clientAddress']['state_province_id:label']; | ||
} | ||
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$caseSalesOrder['taxRates'] = $caseSalesOrder['computedRates'][0]['taxRates'] ?? []; | ||
$caseSalesOrder['quotation_date'] = date('Y-m-d', strtotime($caseSalesOrder['quotation_date'])); | ||
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$domain = CRM_Core_BAO_Domain::getDomain(); | ||
$organisation = Contact::get() | ||
->addSelect('image_URL') | ||
->addWhere('id', '=', $domain->contact_id) | ||
->execute() | ||
->first(); | ||
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$model = new CRM_Civicase_WorkflowMessage_SalesOrderInvoice(); | ||
$terms = self::getTerms(); | ||
$model->setDomainLogo($organisation['image_URL']); | ||
$model->setSalesOrder($caseSalesOrder); | ||
$model->setTerms($terms); | ||
$model->setSalesOrderId($id); | ||
$model->setDomainLocation(self::getDomainLocation()); | ||
$model->setDomainName($domain->name ?? ''); | ||
$rendered = $model->renderTemplate(); | ||
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$rendered['format'] = $rendered['format'] ?? self::defaultInvoiceFormat(); | ||
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return $rendered; | ||
} | ||
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/** | ||
* Returns the Quotation invoice terms. | ||
*/ | ||
private static function getTerms() { | ||
$terms = NULL; | ||
$invoicing = Setting::get() | ||
->addSelect('invoicing') | ||
->execute() | ||
->first(); | ||
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if (!empty($invoicing['value'])) { | ||
$terms = Civi::settings()->get('quotations_notes'); | ||
} | ||
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return $terms; | ||
} | ||
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/** | ||
* Gets domain location. | ||
* | ||
* @return array | ||
* An array of address lines. | ||
*/ | ||
private static function getDomainLocation() { | ||
$domain = CRM_Core_BAO_Domain::getDomain(); | ||
$locParams = ['contact_id' => $domain->contact_id]; | ||
$locationDefaults = CRM_Core_BAO_Location::getValues($locParams); | ||
if (empty($locationDefaults['address'][1])) { | ||
return []; | ||
} | ||
$stateProvinceId = $locationDefaults['address'][1]['state_province_id'] ?? NULL; | ||
$stateProvinceAbbreviationDomain = !empty($stateProvinceId) ? CRM_Core_PseudoConstant::stateProvinceAbbreviation($stateProvinceId) : ''; | ||
$countryId = $locationDefaults['address'][1]['country_id']; | ||
$countryDomain = !empty($countryId) ? CRM_Core_PseudoConstant::country($countryId) : ''; | ||
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return [ | ||
'street_address' => CRM_Utils_Array::value('street_address', CRM_Utils_Array::value('1', $locationDefaults['address'])), | ||
'supplemental_address_1' => CRM_Utils_Array::value('supplemental_address_1', CRM_Utils_Array::value('1', $locationDefaults['address'])), | ||
'supplemental_address_2' => CRM_Utils_Array::value('supplemental_address_2', CRM_Utils_Array::value('1', $locationDefaults['address'])), | ||
'supplemental_address_3' => CRM_Utils_Array::value('supplemental_address_3', CRM_Utils_Array::value('1', $locationDefaults['address'])), | ||
'city' => CRM_Utils_Array::value('city', CRM_Utils_Array::value('1', $locationDefaults['address'])), | ||
'postal_code' => CRM_Utils_Array::value('postal_code', CRM_Utils_Array::value('1', $locationDefaults['address'])), | ||
'state' => $stateProvinceAbbreviationDomain, | ||
'country' => $countryDomain, | ||
]; | ||
} | ||
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/** | ||
* Returns the default format to use for Invoice. | ||
*/ | ||
private static function defaultInvoiceFormat() { | ||
return [ | ||
'margin_top' => 10, | ||
'margin_left' => 65, | ||
'metric' => 'px', | ||
]; | ||
} | ||
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} |
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templates/CRM/Civicase/Form/Contribute/AttachQuotation.tpl
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<table> | ||
<tr class="crm-email-element attach-quote"> | ||
<td class="label">{$form.attach_quote.label}</td> | ||
<td class="html-adjust">{$form.attach_quote.html} <span>Yes</span></td> | ||
</tr> | ||
</table> | ||
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{literal} | ||
<script type="text/javascript"> | ||
CRM.$(function ($) { | ||
$('form.CRM_Contribute_Form_Task_Invoice > table.form-layout-compressed > tbody').append($('tr.attach-quote')) | ||
}) | ||
</script> | ||
{/literal} |