Frappe ERPNext Integration for Sending WhatsApp Messages to Vendors

Integrations Overview

Integrations are done using different types of templates:

1. Send only template message.
2. Send template message with an attachment, such as a PDF file.
3. Send a template with an attachment and include a dynamic body variable.
4. Send a template with a dynamic variable.

Development Approach

1. Create a configuration file for storing the API KEY, referred to as the WhatsApp setting.
2. Create a class to handle sending different types of messages as discussed above.
3. Class Method: This method accepts parameter values and triggers notifications.

Code to Initialize the Class

import frappe
from core_erp.customization.integrations.whatsapp_integrations.whatsapp_integrations import WhatsAppIntegration

def on_submit(self, method=None):
    if self.status == "Unpaid" and self.outstanding_amount > 0:
        customer = self.customer
        var1 = f"Hello {customer}"
        var2 = f"Thanks for regards"
        whatsapp = WhatsAppIntegration()
        res = whatsapp.send(
            doctype=self.doctype,
            docname=self.name,
            template_name="send_user",
            attach_format="Test Sales invoice",
            body_values=[var1, var2],
            headerValues=[]
        )

Example to Run Scheduler

def whtMessagePaymentDueDate():
    invoice_list = frappe.get_all("Sales Invoice", filters={"status": ["!=", "Paid"], "docstatus": 1, "outstanding_amount": [">", 0], "due_date": ["=", frappe.utils.now()]})

    if len(invoice_list) > 0:
        for invoice in invoice_list:
            field_value = frappe.db.get_value("Sales Invoice", invoice.name, ["customer", "due_date", "name", "customer_name"], as_dict=1)
            if field_value.customer == "SIICP00609":
                print(f"customer name {field_value.customer_name} and due date {field_value.due_date}")
                whatsapp = WhatsAppIntegration()
                var1 = f"Dear {field_value.customer}"
                var2 = f"Please Submit the payment on {field_value.due_date}"
                res = whatsapp.send(
                    doctype="Sales Invoice",
                    docname=field_value.name,
                    template_name="send_user",
                    attach_format="Test Sales invoice",
                    body_values=[var1, var2],
                    headerValues=[]
                )

Conclusion

This documentation provides a basic guide for integrating WhatsApp messaging functionality within the Frappe ERPNext environment. The examples include sending different types of template messages and running a scheduler to trigger messages based on due dates. ```