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)