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By: a guest on Apr 26th, 2012  |  syntax: None  |  size: 1.65 KB  |  hits: 18  |  expires: Never
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  1. #1 Send car policy offer
  2. 1) add one more button to page /main/carpolicyoffer/XXXX  and  /main/carpolicyoffer/add  - "Send"
  3. 2) When user presses the button Send a popup appears (use the same script as "Inform us") that has buttons "Cancel" and "Send"
  4. Popup has the following fields: email (prefilled with the email from Client model), subject (prefilled with {% trans 'policyoffer.send.subject' %}+Client.full_name)
  5. and text (prefilled from a template)
  6. === START ===
  7. Dear klient,
  8.  
  9. We send you the policy offer available by this link
  10. http://SOME_DOMAIN:SOME_PORT/6101436d7b761c6e4d35d91a833c6eff
  11.  
  12. Best regards,
  13.   BrokerCompany.name
  14.   BrokerCompany.reply_email
  15. ===== END ======
  16.  
  17. 3) When customer goes by the link http://SOME_DOMAIN:SOME_PORT/6101436d7b761c6e4d35d91a833c6eff he sees a HTML version of policy offer
  18. The same is available in PDF format.
  19. Use this template http://p.kmaakler.ee/p/demo/6101436d7b761c6e4d35d91a833c6eff
  20. Inject prices and client name
  21. 4) Make sure link http://SOME_DOMAIN:SOME_PORT/6101436d7b761c6e4d35d91a833c6eff expires in 30 days
  22. 5) Add button "Save as PDF" to page /main/carpolicyoffer/XXXX  and  /main/carpolicyoffer/add that shows the same PDF
  23. 6) Add button "View" to page /main/carpolicyoffer/XXXX  and  /main/carpolicyoffer/add that shows the HTML version of a policy offer
  24.  
  25.  
  26. #2 Task with jqgrid
  27. 1) Extend "policy offers" widget on the dashboard so that if user selects multiple rows buttons appear on the toolbar "Action #1 (3)", "Action #2 (3)" where 3 is the number of policies selected
  28. 2) When user clicks on a action show the popup (use the same script as "Inform us") where it shows selected rows and buttons "Cancel", "Confirm"
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