Short functional description.
Centralize mass mailing with preview functionality. Existing mass-mailing options (loan overview, direct debit batching) wil be disabled.
UI Changes
Notification run menu item
- List overview
- show saved notification runs
- edit existing
- mail selected
- Show: run name, status, notification type, notification template in use (button to edit), mails sent count.
- Add new (from overview)
- Popup form to request:
- Notification type
- Notification template
- Required parameters for template (dynamic, notification template based)
- Loan filter to apply notification to (dynamic, notification based)
- On accept, create notification run, close popup and open edit form for newly created run
- Popup form to request:
- Edit existing (or newly created)
- Header info
- notification type
- notification template
- send date
- name
- status
- new
- partially sent
- full sent
- cancelled
- buttons
- Save
- Cancel
- Add attachment (note: same document applies to all loans included the run, pop-up to indicate that the document will be send to all parties included in the run.)
- Send mails (also used on resending)
Details (preview)
List of filtered loans Loan 1 Loan 2 EMAIL SUBJECT
EMAIL BODY
Dropdown containing attachment filenames
PDF Attachment(s)- list of selected loans to mail
- checkbox indicates if mail is to be send
- default all loans selected
- on click show details (email body / attachment)
- body of the email after the mail template was applied, editable and changes saved in notification run details. (No changes allowed after mails sent).
- attachments (typically PDF)
- list of selected loans to mail
- Header info
Database changes
Add notification run objects:
- NotificationRun
- ID
- Name
- StatusId
- NotificationTypeId
- NotificationTemplateId
- NotificationReportId
- Filter settings (string containing XML (serialized filter))
- Template parameters (string XML)
- NotificationRunDetail
- ID
- NotificationRunID
- PID_Loan
- Email subject (as sent)
- Email body (as sent)
- NotificationAttachement
- ID
- NotificationRunDetailID
- DocumentData (BLOB)