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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
  • 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)


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)



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