feat:Implement PDC Maturity email notification

pdc_management/hooks.py

@@ -148,23 +148,22 @@
 # Scheduled Tasks
 # ---------------
 
-# scheduler_events = {
-# 	"all": [
-# 		"pdc_management.tasks.all"
-# 	],
-# 	"daily": [
-# 		"pdc_management.tasks.daily"
-# 	],
-# 	"hourly": [
-# 		"pdc_management.tasks.hourly"
-# 	],
-# 	"weekly": [
-# 		"pdc_management.tasks.weekly"
-# 	],
-# 	"monthly": [
-# 		"pdc_management.tasks.monthly"
-# 	],
-# }
+scheduler_events = {
+    "daily": [
+		"pdc_management.pdc_management.doctype.pdc_management_settings.pdc_management_settings.send_maturity_notifications"
+	],
+	# "all": [
+	# ],
+	# "hourly": [
+	# 	"pdc_management.tasks.hourly"
+	# ],
+	# "weekly": [
+	# 	"pdc_management.tasks.weekly"
+	# ],
+	# "monthly": [
+	# 	"pdc_management.tasks.monthly"
+	# ],
+}
 
 # Testing
 # -------

pdc_management/pdc_management/doctype/pdc_management_settings/pdc_management_settings.js

@@ -0,0 +1,8 @@
+// Copyright (c) 2025, efeone and contributors
+// For license information, please see license.txt
+
+// frappe.ui.form.on("PDC Management Settings", {
+// 	refresh(frm) {
+
+// 	},
+// });

pdc_management/pdc_management/doctype/pdc_management_settings/pdc_management_settings.json

@@ -0,0 +1,56 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2025-05-30 14:32:22.979470",
+ "doctype": "DocType",
+ "engine": "InnoDB",
+ "field_order": [
+  "maturity_notification_before",
+  "maturity_notification_template",
+  "notification_role"
+ ],
+ "fields": [
+  {
+   "description": "(In Days)",
+   "fieldname": "maturity_notification_before",
+   "fieldtype": "Int",
+   "label": "Maturity Notification Before"
+  },
+  {
+   "fieldname": "maturity_notification_template",
+   "fieldtype": "Link",
+   "label": "Maturity Notification Template",
+   "options": "Email Template"
+  },
+  {
+   "fieldname": "notification_role",
+   "fieldtype": "Link",
+   "label": "Notification Role",
+   "options": "Role"
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "issingle": 1,
+ "links": [],
+ "modified": "2025-06-11 11:57:51.388741",
+ "modified_by": "Administrator",
+ "module": "PDC Management",
+ "name": "PDC Management Settings",
+ "owner": "Administrator",
+ "permissions": [
+  {
+   "create": 1,
+   "delete": 1,
+   "email": 1,
+   "print": 1,
+   "read": 1,
+   "role": "System Manager",
+   "share": 1,
+   "write": 1
+  }
+ ],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

pdc_management/pdc_management/doctype/pdc_management_settings/pdc_management_settings.py

@@ -0,0 +1,90 @@
+
+import frappe
+from frappe.model.document import Document
+from frappe.utils import add_days, nowdate
+from frappe.utils.user import get_users_with_role
+
+
+class PDCManagementSettings(Document):
+    pass
+
+
+@frappe.whitelist()
+def send_maturity_notifications():
+    settings = frappe.get_single("PDC Management Settings")
+    email_template_name = settings.maturity_notification_template
+    role_to_notify = settings.notification_role
+    days_before = settings.maturity_notification_before or 0
+
+    if not email_template_name:
+        return
+
+    template_doc = frappe.get_doc("Email Template", email_template_name)
+    subject = template_doc.subject or "PDC Maturity Reminder"
+    template = template_doc.response or ""
+
+    target_date = add_days(nowdate(), days_before)
+
+    # Fetch PDCs due on the target date
+    pdc_list = frappe.get_all(
+        "Post Dated Cheque",
+        filters={
+            "maturity_date": target_date,
+            "docstatus": 1
+        },
+        fields=["name", "maturity_date", "party_type", "party"]
+    )
+
+    # Get internal user emails with the specified role
+    internal_emails = []
+    if role_to_notify:
+        for user in get_users_with_role(role_to_notify):
+            email = frappe.db.get_value("User", user, "email")
+            enabled = frappe.db.get_value("User", user, "enabled")
+            if enabled and email:
+                internal_emails.append(email)
+
+    for pdc in pdc_list:
+        party_email = get_party_email(pdc.party_type, pdc.party)
+
+        recipients = list(set(internal_emails))
+        if party_email:
+            recipients.append(party_email)
+
+        if not recipients:
+            continue
+
+        message = frappe.render_template(template, {
+            "doc": pdc,
+            "party_name": pdc.party,
+            "pdc_name": pdc.name,
+            "maturity_date": pdc.maturity_date
+        })
+
+        # Send  email to all recipients
+        frappe.sendmail(
+            recipients=recipients,
+            subject=subject,
+            message=message,
+            reference_doctype="Post Dated Cheque",
+            reference_name=pdc.name
+        )
+
+
+def get_party_email(party_type, party):
+    if not party_type or not party:
+        return None
+
+    result = frappe.db.sql("""
+        SELECT ce.email_id
+        FROM `tabDynamic Link` dl
+        JOIN `tabContact Email` ce ON ce.parent = dl.parent
+        WHERE dl.link_doctype = %s AND dl.link_name = %s
+        ORDER BY ce.is_primary DESC
+        LIMIT 1
+    """, (party_type, party), as_dict=True)
+
+    if result:
+        return result[0]["email_id"]
+
+    return frappe.db.get_value(party_type, party, "email_id")

pdc_management/pdc_management/doctype/pdc_management_settings/test_pdc_management_settings.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2025, efeone and Contributors
+# See license.txt
+
+# import frappe
+from frappe.tests.utils import FrappeTestCase
+
+
+class TestPDCManagementSettings(FrappeTestCase):
+	pass

pdc_management/pdc_management/doctype/pdc_payment_reference/pdc_payment_reference.json

@@ -0,0 +1,73 @@
+{
+ "actions": [],
+ "allow_rename": 1,
+ "creation": "2025-05-30 10:47:28.110415",
+ "doctype": "DocType",
+ "editable_grid": 1,
+ "engine": "InnoDB",
+ "field_order": [
+  "reference_type",
+  "reference_name",
+  "amount",
+  "outstanding_amount",
+  "allocated_amount",
+  "pdc_clearance_date"
+ ],
+ "fields": [
+  {
+   "fieldname": "amount",
+   "fieldtype": "Currency",
+   "in_list_view": 1,
+   "label": "Amount",
+   "reqd": 1
+  },
+  {
+   "fieldname": "outstanding_amount",
+   "fieldtype": "Currency",
+   "in_list_view": 1,
+   "label": "Outstanding Amount"
+  },
+  {
+   "fieldname": "allocated_amount",
+   "fieldtype": "Currency",
+   "in_list_view": 1,
+   "label": "Allocated Amount"
+  },
+  {
+   "fieldname": "pdc_clearance_date",
+   "fieldtype": "Date",
+   "in_list_view": 1,
+   "label": "PDC Clearance Date",
+   "reqd": 1
+  },
+  {
+   "fieldname": "reference_type",
+   "fieldtype": "Link",
+   "in_list_view": 1,
+   "label": "Type",
+   "options": "DocType",
+   "reqd": 1
+  },
+  {
+   "fieldname": "reference_name",
+   "fieldtype": "Dynamic Link",
+   "in_list_view": 1,
+   "label": "Name",
+   "options": "reference_type",
+   "reqd": 1
+  }
+ ],
+ "grid_page_length": 50,
+ "index_web_pages_for_search": 1,
+ "istable": 1,
+ "links": [],
+ "modified": "2025-06-11 13:24:39.141405",
+ "modified_by": "Administrator",
+ "module": "PDC Management",
+ "name": "PDC Payment Reference",
+ "owner": "Administrator",
+ "permissions": [],
+ "sort_field": "modified",
+ "sort_order": "DESC",
+ "states": []
+}

pdc_management/pdc_management/doctype/pdc_payment_reference/pdc_payment_reference.py

@@ -0,0 +1,9 @@
+# Copyright (c) 2025, efeone and contributors
+# For license information, please see license.txt
+
+# import frappe
+from frappe.model.document import Document
+
+
+class PDCPaymentReference(Document):
+	pass

pdc_management/pdc_management/doctype/post_dated_cheque/post_dated_cheque.json

@@ -1,6 +1,7 @@
 {
  "actions": [],
  "allow_rename": 1,
+ "autoname": "format:{PDC}-{####}",
  "creation": "2025-05-24 20:17:20.615000",
  "doctype": "DocType",
  "engine": "InnoDB",
@@ -17,7 +18,10 @@
   "amended_from",
   "party_details_section",
   "party_type",
+  "column_break_cmvm",
   "party",
+  "section_break_himj",
+  "payment_reference",
   "references_section",
   "payment_entry"
  ],
@@ -118,16 +122,31 @@
    "label": "Payment Entry",
    "options": "Payment Entry",
    "read_only": 1
+  },
+  {
+   "fieldname": "section_break_himj",
+   "fieldtype": "Section Break"
+  },
+  {
+   "fieldname": "payment_reference",
+   "fieldtype": "Table",
+   "label": "Payment Reference",
+   "options": "PDC Payment Reference"
+  },
+  {
+   "fieldname": "column_break_cmvm",
+   "fieldtype": "Column Break"
   }
  ],
  "grid_page_length": 50,
  "index_web_pages_for_search": 1,
  "is_submittable": 1,
  "links": [],
- "modified": "2025-05-24 20:41:18.451758",
+ "modified": "2025-05-31 09:25:16.274405",
  "modified_by": "Administrator",
  "module": "PDC Management",
  "name": "Post Dated Cheque",
+ "naming_rule": "Expression",
  "owner": "Administrator",
  "permissions": [
   {
@@ -144,7 +163,6 @@
    "write": 1
   }
  ],
- "row_format": "Dynamic",
  "sort_field": "modified",
  "sort_order": "DESC",
  "states": []