Auto attach file or PDF in create document modal form

[brianpunzalan]

Hi Tanya,

Good day!

My question is in conjunction with below question:

http://forum.espocrm.com/forum/devel...quote-template


I am now being able to create a child view modal of the create document (views/modal/edit). But, I am having issues on how to attach the pdf or file to the form after selecting a Quote template for printing PDF.

How would I be able to modify the View of the modal with attachments already? I already tried to attach the attachmentsIds and attachmentsNames in to the model by passing the attributes from the ajaxPostRequest for getting Email attributes that contains the PDF attachments.

actionSaveAsDocument: function () {      
    this.createView('pdfTemplate', 'Modals.SelectTemplate', {        
        entityType: this.model.name      
    }, function (view) {        
        view.render();                 
        this.listenToOnce(view, 'select', function (model) {          
            this.notify('Loading...');          
            this.ajaxPostRequest('Quote/action/getAttributesForEmail', {            
                quoteId: this.model.id,
                            templateId: model.id          
            }).done(function (attributes) {            
                alert('done');            
                console.log(attributes);            
                this.createView('quickCreate', 'views/modals/edit', {              
                    scope: 'Document',
                                  attributes: attributes,
                                  keepAttachmentsOnSelectTemplate: true            
                },             function (view) {              
                    alert('rendering');              
                    var attributes = view.attributes;              
                    model.set({                  
                        attachmentsIds: attributes.attachmentsIds,
                                          attachmentsNames: attributes.attachmentsNames                
                    });              
                    console.log(view);              
                    console.log(model);              
                    this.notify(false);              
                    view.render();            
                });          
            }.bind(this));        
        }, this);      
    }, this);    
},

[brianpunzalan]

It is ok now. The reason is the field is not matched.

Document has [file] field while..
Email has [attachments] field.

So therefore, whenever I push the attributes fetched from a Service to the child view 'quickCreate' it is not showing since the field is not matched with the attribute.

I come up with below code:

actionSaveAsDocument: function () {
    this.createView('pdfTemplate', 'Modals.SelectTemplate', {
        entityType: this.model.name
    }, function (view) {
        view.render();
        this.listenToOnce(view, 'select', function (model) {
            this.notify('Loading...');
            this.ajaxPostRequest('Quote/action/getAttributesForEmail', {
                quoteId: this.model.id,
                templateId: model.id
            }).done(function (attributes) {
                var fileId = attributes.attachmentsIds[0];
                attributes.fileId = fileId;
                attributes.fileName = attributes.attachmentsNames[fileId];
                this.createView('quickCreate', 'custom:views/document/modals/create-attachment', {  // optional could be 'views/modals/edit'
                        scope: 'Document',
                        attributes: attributes,
                        keepAttachmentsOnSelectTemplate: true
                    },
                    function (view) {
                        this.notify(false);
                        view.render();
                    });
            }.bind(this));
        }, this);
    }, this);
}

I changed the attribute before it comes to the child view. I also thought that may I could change the Service that caters the attributes away from the getAttributesForEmail and put it in custom.

actionSaveAsDocument: function () {
    this.createView('pdfTemplate', 'Modals.SelectTemplate', {
        entityType: this.model.name
    }, function (view) {
        view.render();
        this.listenToOnce(view, 'select', function (model) {
            this.notify('Loading...');
            this.ajaxPostRequest('Quote/action/getAttributesForDocument', {
                quoteId: this.model.id,
                templateId: model.id
            }).done(function (attributes) {
                this.createView('quickCreate', 'custom:views/document/modals/create-attachment', {  // optional could be 'views/modals/edit'
                        scope: 'Document',
                        attributes: attributes,
                        keepAttachmentsOnSelectTemplate: true
                    },
                    function (view) {
                        this.notify(false);
                        view.render();
                    });
            }.bind(this));
        }, this);
    }, this);
}

With the new code above, I removed the fileId and fileName in the attribute and changed the Service method. This Service method would be the one to give the attribute data of [fileId] and [fileName] needed by the Document.

Below were the list of files I created and changed to extend it in Custom and upgrade safe:

/client/custom/src/views/quote/record/detail

/custom/Espo/Custom/Resources/metadata/clientDef/Quote.json

/custom/Espo/Custom/Controller/Quote.php

/custom/Espo/Custom/Service/Quote.php

optional: if you want to have own implementation in the UI of the modal. (upgrade safe)

/client/custom/src/views/document/modals/create-attachment

My reference files for implementation:

/client/modules/advanced/src/views/quote/record/detail

/custom/Espo/Custom/Resources/metadata/clientDef/Quote.json

/application/Espo/Modules/Advanced/Controller/Quote.php

/application/Espo/Modules/Advanced/Service/Quote.php

for the modal:

/client/src/views/modals/edit