Frontend
1. DeeplinkGetInvoice
Create deeplink for report GetInvoice to be shared with customers.
a. OutputInvoice layout
Before creating deeplink let us attach a layout to OutputInvoice that we can associate with deeplink.
Layout of the OutputInvoice form is designed as follows:
// Header = HeaderLeft HeaderRight
// [ Items.Table ]
// Footer = FooterLeft FooterRight
//
// FlexMain = Header | Items.Table | Footer
// Actual = Template + FlexMain// switch context to OutputInvoice
ensure form OutputInvoice
//************
// Items.Table
//************
// switch context to Items grid
ensure grid: Items
// attach table layout to the Items grid
ensure layoutGrid Table kind: table
showComps: [Items.Date, Items.Time, TotalTea, TotalCoffee, TotalPrice]
columnSizeSet: ["Flex"]
//*******
// Header
//*******
ensure layout HeaderLeft kind: content
direction: vertical
start.fields: [
Details.OfficeName,
Details.OfficeNo,
Details.Mobile,
Details.InvoiceId
]
ensure layout HeaderRight kind: content
direction: vertical
start.fields: [Details.FromDate,
Details.ToDate,
Details.InvoiceDate,
Details.TeaPrice,
Details.CoffeePrice]
ensure layout Header kind: content
direction: horizontal
showBorderSet: ["bottom", "top"]
contentPadding: thick
showPaddingSet: ["bottom", "top"]
start.formLayouts: [HeaderLeft, HeaderRight]
//*******
// Footer
//*******
ensure layout FooterLeft kind: content
direction: vertical
start.fields: [Summary.TotalBill, Summary.GST, Summary.GrandTotal]
ensure layout FooterRight kind: content
direction: vertical
end.fields: [Summary.PaymentQR]
ensure layout Footer kind: content
direction: horizontal
showBorderSet: ["top"]
contentPadding: thick
showPaddingSet: ["top", "bottom"]
start.formLayouts: [FooterLeft]
end.formLayouts: [FooterRight]
//*********
// FlexMain
//*********
ensure layout FlexMain kind: content
direction: vertical
start.formLayouts: [Header]
flexCenter.gridLayouts: [Items.Table]
end.formLayouts: [Footer]
//*********
// Template
//*********
// you can share the same template across all your reports
ensure layout Template kind: template
showEnterprise: true
paperSize: a4Sizeb. Bind deeplink
Bind everything to create a deeplink.
ensure deeplink DeeplinkGetInvoice kind: report
visibilityConstraint: allowPublicSharing
creationRoles: [Owner]
expiry: noExpiry
showEnterpriseImageInLinkPreview: true
report: GetInvoice
outputFormContentLayout: FlexMain
outputFormTemplateLayout: Template2. Actions
a. SendInvoiceReport
SendInvoiceReport does not directly send invoices via WhatsApp. Since GetInvoice logs entries in the InvoiceHistory spreadsheet, we attach automation to the insert trigger on the spreadsheet.
ensure action SendInvoiceReport kind: report
label: "Send invoice"
icon: "AnalyticsRounded"
report: GetInvoice
outputFormContentLayout: FlexMain
outputFormTemplateLayout: Template
sendMessageToInbox: trueb. ShowInvoiceHistory
// attach Table layout to InvoiceHistory
ensure spreadsheet InvoiceHistory form: OutputInvoice
ensure layoutSpreadsheet Table kind: table
showComps: [
InvoiceId,
FromDate,
ToDate,
InvoiceDate,
OfficeName,
GrandTotal,
PaymentStatus
]
// spreadsheetEditor action
ensure action ShowInvoiceHistory kind: spreadsheetEditor
icon: "EditNoteRounded"
spreadsheet: InvoiceHistory
layoutSpreadsheet: Table3. Group actions
ensure group InvoiceCenter
hideActionMenu: true
pinnedActions: [SendInvoiceReport, ShowInvoiceHistory]
actionPermission: {
'SendInvoiceReport': {
'roles': ['Owner']
},
'ShowInvoiceHistory': {
'roles': ['Owner']
}
}