Feature/invoice sending

backend/core/api/base/modal.py

@@ -132,14 +132,15 @@ def open_modal(request: WebRequest, modal_name, context_type=None, context_value
             else:
                 context[context_type] = context_value
 
-        if modal_name == "send_single_email" or modal_name == "send_bulk_email":
+        if modal_name == "send_single_email" or modal_name == "send_bulk_email" or modal_name == "send_email_from_invoice":
             if not get_feature_status("areUserEmailsAllowed"):
                 messages.error(request, "Emails are disabled")
                 return render(request, "base/toast.html")
             context["content_min_length"] = 64
             quota = QuotaLimit.objects.prefetch_related("quota_overrides").get(slug="emails-email_character_count")
             context["content_max_length"] = quota.get_quota_limit(user=request.user, quota_limit=quota)
             context["email_list"] = Client.filter_by_owner(owner=request.actor).filter(email__isnull=False).values_list("email", flat=True)
+            context["invoice_url"] = context_value
 
             if context_type == "invoice_code_send":
                 invoice_url: InvoiceURL | None = InvoiceURL.objects.filter(uuid=context_value).prefetch_related("invoice").first()
@@ -157,8 +158,7 @@ def open_modal(request: WebRequest, modal_name, context_type=None, context_value
                     if value is not None
                 ]
 
-                context["email_list"] = list(context["email_list"]) + context["selected_clients"]
-
+                context["email_list"] = list(filter(lambda i: i is not "", list(context["email_list"]) + context["selected_clients"]))
         elif modal_name == "invoices_to_destination":
             if existing_client := request.GET.get("client"):
                 context["existing_client_id"] = existing_client

backend/core/api/emails/send.py

@@ -13,11 +13,12 @@
 from django.http import HttpResponse
 from django.shortcuts import render
 from django.views.decorators.http import require_POST
-from mypy_boto3_sesv2.type_defs import BulkEmailEntryResultTypeDef
+from mypy_boto3_sesv2.type_defs import BulkEmailEntryResultTypeDef, SendEmailResponseTypeDef
 
 from backend.core.data.default_email_templates import email_footer
 from backend.decorators import feature_flag_check, web_require_scopes
 from backend.decorators import htmx_only
+from backend.finance.models import Invoice, InvoiceURL
 from backend.models import Client
 from backend.models import EmailSendStatus
 from backend.models import QuotaLimit
@@ -65,6 +66,181 @@ def send_bulk_email_view(request: WebRequest) -> HttpResponse:
     return _send_bulk_email_view(request)
 
 
+@require_POST
+@htmx_only("emails:dashboard")
+@feature_flag_check("areUserEmailsAllowed", status=True, api=True, htmx=True)
+@web_require_scopes("emails:send", False, False, "emails:dashboard")
+def send_invoice_email_view(request: WebRequest, uuid) -> HttpResponse:
+    # email_count = len(request.POST.getlist("emails")) - 1
+
+    # check_usage = quota_usage_check_under(request, "emails-single-count", add=email_count, api=True, htmx=True)
+    # if not isinstance(check_usage, bool):
+    #     return check_usage
+    return _send_invoice_email_view(request, uuid)
+
+
+def _send_invoice_email_view(request: WebRequest, uuid) -> HttpResponse:
+    emails: list[str] = request.POST.getlist("emails")
+    subject: str = request.POST.get("subject", "")
+    message: str = request.POST.get("content", "")
+    cc_emails = request.POST.get("cc_emails", "").split(",") if request.POST.get("cc_emails") else []
+    bcc_emails = request.POST.get("bcc_emails", "").split(",") if request.POST.get("bcc_emails") else []
+    invoiceurl_uuid = uuid
+    invoice_id = InvoiceURL.objects.filter(uuid=invoiceurl_uuid).values_list("invoice_id", flat=True).first()
+
+    if invoice_id is None:
+        messages.error(request, "Invalid Invoice")
+        return render(request, "base/toast.html")
+
+    invoice = Invoice.objects.filter(id=invoice_id).first()
+
+    item_names = invoice.items.values_list("name", flat=True)
+    item_names_list = list(item_names)
+
+    if request.user.logged_in_as_team:
+        clients = Client.objects.filter(organization=request.user.logged_in_as_team, email__in=emails)
+    else:
+        clients = Client.objects.filter(user=request.user, email__in=emails)
+
+    validated_bulk = validate_bulk_inputs(request=request, emails=emails, clients=clients, message=message, subject=subject)
+
+    if validated_bulk:
+        messages.error(request, validated_bulk)
+        return render(request, "base/toast.html")
+
+    message += email_footer()
+    message_single_line_html = message.replace("\r\n", "<br>").replace("\n", "<br>")
+
+    email_list: list[BulkEmailEmailItem] = []
+
+    for email in emails:
+        client = clients.filter(email=email).first()
+
+        email_data = {
+            "first_name": invoice.client_name if invoice.client_name else "User",
+            "invoice_id": invoice.id,
+            "invoice_ref": invoice.reference or invoice.id,
+            "due_date": invoice.date_due.strftime("%A, %B %d, %Y"),
+            "amount_due": invoice.get_total_price(),
+            "currency": invoice.currency,
+            "currency_symbol": invoice.get_currency_symbol(),
+            "product_list": "\n".join(f"- {item_name}" for item_name in item_names_list),
+            "company_name": invoice.self_company or invoice.self_name or "MyFinances Customer",
+            "invoice_link": get_var("SITE_URL") + "/invoice/" + invoiceurl_uuid,
+        }
+
+        email_list.append(
+            BulkEmailEmailItem(
+                destination=email,
+                cc=cc_emails,
+                bcc=bcc_emails,
+                template_data={
+                    "users_name": client.name.split()[0] if client else "User",
+                    "content_text": Template(message).safe_substitute(email_data),
+                    "content_html": Template(message_single_line_html).safe_substitute(email_data),
+                },
+            )
+        )
+
+    if get_var("DEBUG", "").lower() == "false":
+        print(
+            {
+                "email_list": email_list,
+                "template_name": "user_send_client_email",
+                "default_template_data": {
+                    "sender_name": request.user.first_name or request.user.email,
+                    "sender_id": request.user.id,
+                    "subject": subject,
+                },
+            },
+        )
+        messages.success(request, f"Successfully emailed {len(email_list)} people.")
+        return render(request, "base/toast.html")
+
+    EMAIL_SENT = send_email(
+        destination=emails,
+        subject=subject,
+        content={
+            "template_name": "user_send_client_email",
+            "template_data": {
+                "subject": subject,
+                "sender_name": request.user.first_name or request.user.email,
+                "sender_id": request.user.id,
+                "content_text": Template(message).safe_substitute(email_data),
+                "content_html": Template(message_single_line_html).safe_substitute(email_data),
+            },
+        },
+        from_address=request.user.email,
+        cc=cc_emails,
+        bcc=bcc_emails,
+    )
+
+    if EMAIL_SENT.failed:
+        messages.error(request, EMAIL_SENT.error)
+        return render(request, "base/toast.html")
+
+    EMAIL_RESPONSES: Iterator[tuple[str, SendEmailResponseTypeDef]] = (
+        (
+            email_item.destination,
+            send_email(
+                destination=email_item.destination,
+                subject=subject,
+                content=email_item.template_data["content_text"],  # type: ignore[index]
+                from_address=request.user.email,
+                cc=email_item.cc,
+                bcc=email_item.bcc,
+            ).response,
+        )
+        for email_item in email_list
+    )
+
+    if request.user.logged_in_as_team:
+        SEND_STATUS_OBJECTS: list[EmailSendStatus] = EmailSendStatus.objects.bulk_create(
+            [
+                EmailSendStatus(
+                    organization=request.user.logged_in_as_team,
+                    sent_by=request.user,
+                    recipient=email_address,
+                    aws_message_id=response.get("MessageId"),
+                    status="pending",
+                )
+                for email_address, response in EMAIL_RESPONSES
+                if response
+            ]
+        )
+    else:
+        SEND_STATUS_OBJECTS = EmailSendStatus.objects.bulk_create(
+            [
+                EmailSendStatus(
+                    user=request.user,
+                    sent_by=request.user,
+                    recipient=email_address,
+                    aws_message_id=response.get("MessageId"),
+                    status="pending",
+                )
+                for email_address, response in EMAIL_RESPONSES
+                if response
+            ]
+        )
+
+    messages.success(request, f"Successfully emailed {len(email_list)} people.")
+
+    try:
+        quota_limits = QuotaLimit.objects.filter(slug__in=["emails-single-count", "emails-bulk-count"])
+
+        QuotaUsage.objects.bulk_create(
+            [
+                QuotaUsage(user=request.user, quota_limit=quota_limits.get(slug="emails-single-count"), extra_data=status.id)
+                for status in SEND_STATUS_OBJECTS
+            ]
+            + [QuotaUsage(user=request.user, quota_limit=quota_limits.get(slug="emails-bulk-count"))]
+        )
+    except QuotaLimit.DoesNotExist:
+        ...
+
+    return render(request, "base/toast.html")
+
+
 def _send_bulk_email_view(request: WebRequest) -> HttpResponse:
     emails: list[str] = request.POST.getlist("emails")
     subject: str = request.POST.get("subject", "")
@@ -120,7 +296,7 @@ def _send_bulk_email_view(request: WebRequest) -> HttpResponse:
                     "sender_id": request.user.id,
                     "subject": subject,
                 },
-            }
+            },
         )
         messages.success(request, f"Successfully emailed {len(email_list)} people.")
         return render(request, "base/toast.html")

backend/core/api/emails/urls.py

@@ -15,6 +15,11 @@
         send.send_bulk_email_view,
         name="send bulk",
     ),
+    path(
+        "send/invoice/<str:uuid>",
+        send.send_invoice_email_view,
+        name="send invoice",
+    ),
     path("fetch/", fetch.fetch_all_emails, name="fetch"),
     path("get_status/<str:status_id>/", status.get_status_view, name="get_status"),
     path("refresh_statuses/", status.refresh_all_statuses_view, name="refresh statuses"),

backend/core/data/default_email_templates.py

@@ -64,8 +64,63 @@ def email_footer() -> str:
             """
         Note: This is an automated email sent by MyFinances on behalf of '$company_name'.
 
-        If you believe this email is spam or fraudulent, please do not pay the invoice and report it to us immediately at report@myfinances.cloud.
-        Once reported, we will open a case for investigation. In some cases, eligible reports may qualify for a reward, determined on a case-by-case basis.
+        If you suspect this email is spam or fraudulent, please let us know immediately to report@myfinances.cloud and avoid making payments.
         """
         ).strip()
     )
+
+
+def invoice_state_pending_template() -> str:
+    return dedent(
+        """
+        Hi $first_name,
+
+        Your invoice #$invoice_id is now available and is due by $due_date. Please make your payment at your earliest convenience.
+
+        Balance Due: $currency_symbol$amount_due $currency
+        View or Pay Online: $invoice_link
+        If you are paying by standing order, no further action is required. Should you have any questions or concerns, feel free to reach out to us.
+
+        Thank you for your prompt attention to this matter.
+
+        Best regards,
+        $company_name
+    """
+    ).strip()
+
+
+def invoice_state_paid_template() -> str:
+    return dedent(
+        """
+    Hi $first_name,
+
+    The invoice #$invoice_id has just been paid.
+
+    If you have any questions or concerns, please feel free to contact us.
+
+    Many thanks,
+    $company_name
+    """
+    ).strip()
+
+
+def invoice_state_overdue_template() -> str:
+    return dedent(
+        """
+    Hi $first_name,
+
+    We wanted to remind you that invoice #$invoice_id is now overdue. Please arrange payment as soon as possible to ensure there’s no interruption in your service. If you’ve already made the payment, kindly disregard this message—our apologies for any confusion.
+
+    Here are the details for your convenience:
+
+    Balance Due: $currency_symbol$amount_due $currency
+    Due Date: $due_date
+
+    If you have any questions or concerns, we’re happy to help. Please don’t hesitate to reach out.
+
+    Thank you for your prompt attention to this matter.
+
+    Warm regards,
+    $company_name
+    """
+    ).strip()

backend/core/signals/signals.py

@@ -1,8 +1,13 @@
 from __future__ import annotations
 
+from string import Template
+
 from django.core.cache import cache
 from django.core.cache.backends.redis import RedisCacheClient
 
+from backend.core.data.default_email_templates import email_footer, invoice_state_overdue_template
+from backend.finance.models import Invoice
+
 cache: RedisCacheClient = cache
 from django.core.files.storage import default_storage
 from django.db.models.signals import pre_save, post_delete, post_save, pre_delete
@@ -96,3 +101,29 @@ def send_welcome_email(sender, instance: User, created, **kwargs):
         email = send_email(destination=instance.email, subject="Welcome to MyFinances", content=email_message)
 
         #     User.send_welcome_email(instance)
+
+
+@receiver(post_save, sender=Invoice)
+def send_overdue_invoice_email(sender, instance: Invoice, **kwargs):
+    if instance.dynamic_status == "overdue":
+        client_email = instance.client_to.email if instance.client_to else instance.client_email
+        if client_email:
+            message: str = invoice_state_overdue_template() + email_footer()
+
+            user_data = {
+                "first_name": instance.client_to.name.split(" ")[0] if instance.client_to else instance.client_name,
+                "invoice_id": instance.id,
+                "due_date": instance.date_due.strftime("%A, %B %d, %Y"),
+                "amount_due": instance.get_total_price(),
+                "currency": instance.currency,
+                "currency_symbol": instance.get_currency_symbol(),
+                "company_name": instance.self_company or instance.self_name or "MyFinances Customer",
+            }
+
+            output: str = Template(message).safe_substitute(user_data)
+
+            send_email(
+                destination=client_email,
+                subject=f"Invoice #{instance.id} from {instance.self_company or instance.self_name} is overdue",
+                content=output,
+            )

backend/core/types/emails.py

@@ -25,6 +25,8 @@ class SingleEmailInput:
     ConfigurationSetName: str | None = None
     from_address: str | None = None
     from_address_name_prefix: str | None = None
+    cc: list[str] = field(default_factory=list)
+    bcc: list[str] = field(default_factory=list)
 
 
 @dataclass