Email Reminders
Use case to be supported:
- System should send (semi-) automatically email reminders for
- Invoices
- Tasks to be delivered/completed
- etc.
Concept:
- Portlet showing User specific auto-generated emails reminders
- Email texts for emails are predefined as OpenACS Localization Strings and can be edited by user before sending
- Give user the option to cancel sending process (in case of last minute payment)
- Reminders might contain auto generated PDF documents of invoices
Agenda 'Icons':
- view email (shows POP-UP with email txt)
- edit email (shows POP-UP schowing pre-set txt in text editor)
- send email (sends email)
- remove email (removed mail from list, mail will not be send)
Parameters:
- Change invoice status automatically (true/false)
- Send reminders automatically (true/false)
- First Reminder after x days (x=0 No Reminder)
- Second Reminder after x days (x=0 No Reminder)
- Third Reminder after x days (x=0 No Reminder)
Realization
Depending on customer need and budget this request can be implemented in multiple phases:
Phase 1:
- Automatic sending of reminders (no GUI)
- Invoice will get a checkbox "Send Reminder". When set, 3 reminders will be send automatically when no payment is done
Phase 2:
- Implementation with GUI (as seen above)
Phase 3:
- Automatic calculation of fees/interest for overdue invoices based on configurable business rules
- Option to attach original invoice as PDF Document to email
Phase 4:
- Integration with package "intranet-mail-import" to use Portlet that shows invoices sent related to an particular invoice / task
Implementation