hello
the reports are working fantastic,
but the users here want to have them in PDF or excel
they dont like the email formatting ā¦
Hi,
I am sorry as per my knowledge we canāt specify the report format in the default REPORT module of SuiteCRM.
Please see this guide for all possiblities
https://docs.suitecrm.com/user/advanced-modules/reports/
You can purchase a paid plugin, Analytical Reporting. This plugin has this feature available. I can help you out to set this up.
Thaks
@niraleeraval, how is this related to what this user was asking for? He doesnāt want to upload documents into the CRM, he wants to produce Documents from it - namely, Reports.
1 Like
Is there already a function in SuiteCRM that makes this possible, or do I have to build a Logic Hook if I want this function?
Which function do you mean, grabbing a report result and turning it into a PDF to send by email?
How would you do that in a logic hook? thatās quite a bit of codeā¦
I wanted to create a Logic Hook that would be triggered when a value from a custom module changed. After the value changed, it will create a PDF document with a custom made PDF template, and after creation it will send an email with the PDF document as an attachment.
It was not that hard, you could use a lot of code from the classes āgeneratePdf.phpā and āactionSendEmail.phpā. If anyone is interested, I can share and explain my code.
1 Like
Iām actually looking to send a PDF by logic hook ārelationship addā in Opportunities. That would be great if youād share.
Okay, no problem!
-
Create a Logic Hook for your module (path:/custom/Extension/modules/{module}/Ext/LogicHooks/logic_hooks.php).
-
Create the action you want to trigger, in my case it was the ābefore_saveā.
$hook_array['before_save'][] = array(
//Processing index. For sorting the array.
3,
//Label. A string value to identify the hook.
'Generate PDF and send as attachment',
//The PHP file where your class is located.
'custom/Extension/modules/{module}/Ext/CustomFiles/test.php',
//The class the method is in.
'testClass',
//The method to call.
'generatePdfDocument'
);
-
Create the file in the above written location (path:custom/Extension/modules/{module}/Ext/CustomFiles/test.php).
-
Get the data from the record with a custom made PDF-template and send it to an emailaddress.
<?php
if (!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point');
class testClass
{
public function generatePdfDocument($bean, $event, $arguments)
{
// Only send email if status is completed and mail not been sent yet.
if ($bean->request_status == 'completed' && !$bean->mail_to_xxx_sent_c) {
global $sugar_config;
$errorLevelStored = error_reporting();
error_reporting(0);
require_once('modules/AOS_PDF_Templates/PDF_Lib/mpdf.php');
require_once('modules/AOS_PDF_Templates/templateParser.php');
require_once('modules/AOW_Actions/actions/actionSendEmail.php');
require_once('modules/AOS_PDF_Templates/AOS_PDF_Templates.php');
error_reporting($errorLevelStored);
$template = BeanFactory::newBean('AOS_PDF_Templates');
$template->retrieve('25fc9bb3-ce3b-0f1d-ffa3-635fd12b69b6'); // Set Basecone PDF-template ID.
$search = array('/<script[^>]*?>.*?<\/script>/si', // Strip out javascript
'/<[\/\!]*?[^<>]*?>/si', // Strip out HTML tags
'/([\r\n])[\s]+/', // Strip out white space
'/&(quot|#34);/i', // Replace HTML entities
'/&(amp|#38);/i',
'/&(lt|#60);/i',
'/&(gt|#62);/i',
'/&(nbsp|#160);/i',
'/&(iexcl|#161);/i',
'/<address[^>]*?>/si',
'/&(apos|#0*39);/',
'/&#(\d+);/'
);
$replace = array('', '', '\1', '"', '&', '<', '>', ' ', chr(161), '<br>', "'", 'chr(%1)');
$header = preg_replace($search, $replace, $template->pdfheader);
$footer = preg_replace($search, $replace, $template->pdffooter);
$text = preg_replace($search, $replace, $template->description);
$text = str_replace("<p><pagebreak /></p>", "<pagebreak />", $text);
$text = preg_replace_callback(
'/\{DATE\s+(.*?)\}/',
function ($matches) {
return date($matches[1]);
},
$text
);
$variableName = strtolower($bean->module_dir);
$text = str_replace("\$aos_quotes", "\$" . $variableName, $text);
$text = str_replace("\$aos_invoices", "\$" . $variableName, $text);
$text = str_replace("\$total_amt", "\$" . $variableName . "_total_amt", $text);
$text = str_replace("\$discount_amount", "\$" . $variableName . "_discount_amount", $text);
$text = str_replace("\$subtotal_amount", "\$" . $variableName . "_subtotal_amount", $text);
$text = str_replace("\$tax_amount", "\$" . $variableName . "_tax_amount", $text);
$text = str_replace("\$shipping_amount", "\$" . $variableName . "_shipping_amount", $text);
$text = str_replace("\$total_amount", "\$" . $variableName . "_total_amount", $text);
$object_arr = array();
$object_arr[$bean->module_dir] = $bean->id;
$converted = templateParser::parse_template($text, $object_arr);
$header = templateParser::parse_template($header, $object_arr);
$footer = templateParser::parse_template($footer, $object_arr);
$printable = str_replace("\n", "<br />", $converted);
$file_name = date("Ymd") . "_" . str_replace(" ", "_", $bean->name) . ".pdf";
ob_clean();
try {
$orientation = ($template->orientation == "Landscape") ? "-L" : "";
$pdf = new mPDF('en', $template->page_size . $orientation, '', 'DejaVuSansCondensed', $template->margin_left, $template->margin_right, $template->margin_top, $template->margin_bottom, $template->margin_header, $template->margin_footer);
$pdf->SetAutoFont();
$pdf->SetHTMLHeader($header);
$pdf->SetHTMLFooter($footer);
$pdf->WriteHTML($printable);
$fp = fopen($sugar_config['upload_dir'] . 'attachfile.pdf', 'wb');
fclose($fp);
$pdf->Output($sugar_config['upload_dir'] . 'attachfile.pdf', 'F');
$this->sendEmail($bean, $file_name);
} catch (mPDF_exception $e) {
echo $e;
}
$bean->mail_to_xxx_sent_c = true;
}
}
private function sendEmail(SugarBean $relatedBean, $file_name)
{
require_once('modules/Emails/Email.php');
require_once('include/SugarPHPMailer.php');
global $sugar_config;
$emailTo = array('email1@test.com');
$emailObj = BeanFactory::newBean('Emails');
$defaults = $emailObj->getSystemDefaultEmail();
$mail = new SugarPHPMailer();
// set the id for relationship
$emailObj->id = create_guid();
$emailObj->new_with_id = true;
$mail->setMailerForSystem();
$mail->From = $defaults['email'];
isValidEmailAddress($mail->From);
$mail->FromName = $defaults['name'];
$mail->ClearAllRecipients();
$mail->ClearReplyTos();
$mail->Subject = from_html($relatedBean->name);
$mail->Body = "This mail has data from project: '{$relatedBean->name}'.";
$mail->AltBody = '';
$mail->prepForOutbound();
foreach ($emailTo as $to) {
$mail->AddAddress($to);
}
// Create the note (attachment)
$note = BeanFactory::newBean('Notes');
$note->id = create_guid();
$note->new_with_id = true;
$note->name = 'PDF document: ' . $relatedBean->name;
$note->parent_type = 'Emails';
$note->parent_id = $emailObj->id;
$note->file_mime_type = 'application/pdf';
$note->filename = $file_name;
$noteId = $note->save();
if (!empty($noteId)) {
rename($sugar_config['upload_dir'] . 'attachfile.pdf', $sugar_config['upload_dir'] . $note->id);
$emailObj->attachNote($note);
} else {
$GLOBALS['log']->error('AOS_PDF_Templates: Unable to save note');
}
// Add the attachment to the mail
$mail->handleAttachments(array($note));
//now create email
if ($mail->Send()) {
$emailObj->to_addrs = implode(',', $emailTo);
$emailObj->type = 'out';
$emailObj->deleted = '0';
$emailObj->name = $mail->Subject;
$emailObj->description = $mail->AltBody;
$emailObj->description_html = $mail->Body;
$emailObj->from_addr = $mail->From;
isValidEmailAddress($emailObj->from_addr);
if ($relatedBean instanceof SugarBean && !empty($relatedBean->id)) {
$emailObj->parent_type = $relatedBean->module_dir;
$emailObj->parent_id = $relatedBean->id;
}
$emailObj->date_sent_received = TimeDate::getInstance()->nowDb();
$emailObj->modified_user_id = '1';
$emailObj->created_by = '1';
$emailObj->status = 'sent';
$emailObj->save();
}
}
}
Good luck!
2 Likes
Nice! Thank you. Iām going to study and try and implement your solution. Thanks so much for that.