I would like to send automated emails to a group of users present in my DB. The emails would contain data with dynamic content. Mostly a table with different set of items. I was looking to use mailchimp templates for that, but it doesn't seem to allow for the kind of dynamic content I am looking for. Essentially for each user, my code would come up with a json array of items to populate the table with.
I am at a loss as to where to get started there. Any interesting tools to do this kind of work, that can be called programmatically from python?
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I'm building a CRUD for users in my rest API, and currently my GET route looks like this:
get("/api/users/:id")
But this just occured to me: what if a users tries to search for other users via their username?
So I thought about implementing another route, like so:
get("api/users/username/:id")
But this just looks a bit reduntant to me. Even more so if ever my app should allow searching for actual names as well. Would I then need 3 routes?
So in this wonderful community, are there any experienced web developers that could tell me how they would handle having to search for a user via their username?
Obs: if you need more details, just comment about it and I'll promptly update my question 🙃
how they would handle having to search for a user via their username?
How would you support this on a web site?
You would probably have a form; that form would have an input control that would allow the user to provide a user name. When the user submit the form, the browser would copy the form input controls into an application/x-www-form-urlencoded document (as described by the HTTP standard), then substitute that document as the query_part of the form action, and submit the query.
So the resulting request would perhaps look like
GET /api/users?username=GuiMendel HTTP/x.y
You could, of course, have as many different forms as you like, with different combinations of input controls. Some of those forms might share actions, but not necessarily.
so I could just have my controller for GET "/api/users" redirect to an action based on the inputs?
REST doesn't care about "controllers" -- that's an implementation detail; the whole point is that the client doesn't need to know how the server produces a representation of the resource, we just need to know how to ask for it (via the "uniform interface").
Your routing framework might care a great deal, but again that's just another implementation detail hiding behind the facade.
for example, there were no inputs, it would return all users (index), but with the input you suggested, it would filter out only users whose usernames matched the input? Did I get it right?
Yup, that's fine.
From the point of view of a REST client
/api/users
/api/users?username=GuiMendel
These identify different resources; the two resources don't have to have any meaningful relationship with each other at all. The machines don't care (human beings do care, so we normally design our identifiers in such a way that at least some human beings have an easy time of it -- for example, we might optimize our identifiers to make things easy when operators are reading the access logs).
I often need to create similar, but very long HTML forms for a client. The forms contain some inter-dependent fields and lot of validations. Some images also need to be uploaded.
Then the client needs to check the database in the CPanel and export it from there.
I want to create something with easy interface which can create complicated forms. Also, client is asking for easy-to-operate back end. The CMS option looks like an overkill. I want to keep the site as lightweight as possible because of performance requirement.
Please suggest me the best path I should take. Should I try to develop everything from scratch? Should I use a CMS? Is there any particular CMS more suitable for the task?
We use ChronoForms along with Joomla 3.1 to create such forms. It has two modes, an easier one that limits the functionality but creation of forms is much easier. The other one offers the full capabilities of the engine but requires manual steps to do even simple things.
Having said that, ChronoForms is the most powerful web based forms designer I have come across. It seems they also support Wordpress now.
They have a drag-drop mechanism to design the forms. Validations are easy to do via check boxes for the standard ones. You can save the results into database tables, send emails, redirect users to specific pages, add captchas.
The backend allows you to view the records and create new tables based on the fields of the form. You can also export the result as CSV.
In reference to a previous question of mine:
qbfc CustomerQuery based on email address?
Is it possible to create a custom detail report of customers, and using a custom field to "filter" the report. I must admit, I am not really clued in on CustomDetailReports, as I have no need for implementing them, and never had.
It does however look like its supposed to do just what it says, a custom report feeding you info form quickbooks?
What I am attempting to do, is get a list of customers in a detailed report, and filtering that report based on a custom field value. This way I can narrow down my possibilities of customers I need to check for, and get their ListID's or FullNames.
Currently I am returning all the customers using a customerquery, and iterating through them one by one to get the guy I am looking for. This is becoming a slow process as the customers increase.
I can store my own reference in an external DB, and use that to reference an email address to a customer ListID, but I would really like to achieve this with the data stored in Quickbooks only, as per the Quickbooks philosophy of, "Store Data Once"
Before I spend resources on trying to implement a custom report, can something like the above be achieved with Custom Detail Reports?
Thanks in advance.
Is it possible to create a custom detail report of customers, and using a custom field to "filter" the report.
Nope. QuickBooks does not support this.
It does however look like its supposed to do just what it says, a custom report feeding you info form quickbooks?
It will display a custom report, yes... but it won't allow you to filter it by custom fields.
Currently I am returning all the customers using a customerquery, and iterating through them one by one to get the guy I am looking for. This is becoming a slow process as the customers increase.
Have you considered instead caching the customers in your app? That would be much faster. Then you can just periodically run a query against QuickBooks to get customers that have been updated since the last time you ran the query (e.g. incremental sync of data).
I can store my own reference in an external DB, and use that to reference an email address to a customer ListID, but I would really like to achieve this with the data stored in Quickbooks only, as per the Quickbooks philosophy of, "Store Data Once"
My personal experience has been that, unfortunately, the query syntax that QuickBooks allows/uses is too restrictive for that to be realistic.
I keep on finding myself wanting to add fields to CRM forms that don't actually represent physical fields on the entity. I want these fields to be sent in the Update message, for the benefit of my Plugins...
For example, imagine something like the out-of-the-box contact/address functionality. The main contact address is exposed as a set of fields on the Contact form. However, in actual fact there is some magic going on behind the scenes that causes an Address record to be created for the Contact containing the address details. I don't actually want to reproduce this, but it's a fair example...
Now, I know how to write a plugin that takes the address fields entered in the Create/Update message, and actually writes them into an Address object instead. That is simple enough. It seems the hard part is convincing CRM to display fields on the form for the user to enter the address data.
The only way I can see to do this is to create "fake" fields in the Contact-equivilent form, so that the form editor allows me to add the fields to the dialog. Then I have to filter these attributes out in a plugin, so the fake fields don't actually get written to the DB.
This would work, but involves filling the DB schema with fake columns that will (or should) never have any data in them. This makes future cusomisation of the system more confusing, as there are decoy fields called "DON'T USE - Address1" knocking around in all the GUIs. The problem gets worse when I need a fake Lookup field - this involves creating a fake relationship.
So: Is there a way to achieve the same thing without dumping fake garbage in the database schema?
Is there, perhaps, some way to create a form field for an arbitary attribute in Javascript on the form, such that the Attributes will be included in an Update message?
Sure, I realise I could IFrame or Silverlight something up to cater for this, but I'd rather use the genuine CRM form fields, and handle the data in the Update/Create message plugin hook.
Unfortunately, you have already mentioned the two options that I can think of: fake fields or custom IFrames.
I know it feels "dirty" but I actually haven't had much trouble doing the fake fields thing. Standardized naming conventions are your friend. I prefer fake fields over IFrames because users can still query and filter them in Advanced Find, reports, views, etc.
Just make sure they are readonly and make sure your plugins don't swallow exceptions - you want exceptions to bubble up and cancel the transaction instead of the possibility of the main record getting updated without the children.
We have a number of customers that we have to send monthly invoices too. Right now, I'm managing a codebase that does SQL queries against our customer database and billing database and places that data into emails - and sends it.
I grow weary of maintaining this every time we want to include a new promotion or change our customer service phone numbers. So, I'm looking for a replacement to move more of this into the hands of those requesting the changes.
In my ideal world, I need :
A WYSIWYG (man, does anyone even say that anymore?) email editor that generates templates based upon the output from a Database Query.
The ability to drag and drop various fields from the database query into the email template.
Display of sample email results with the database query.
Web application, preferably not requiring IIS.
Involve as little code as possible for the end-user, but allow basic functionality (i.e. arrays/for loops)
Either comes with it's own email delivery engine, or writes output in a way that I can easily write a Python script to deliver the email.
Support for generic Database Connectors. (I need MSSQL and MySQL)
F/OSS
So ... can anyone suggest a project like this, or some tools that'd be useful for rolling my own?
(My current alternative idea is using something like ERB or Tenjin, having them write the code, but not having live-preview for the editor would suck...)
I think your looking for a reporting tool which is also capable of sending email. Sending a generared report in html or pdf shouldn't be to hard to do as well.
I've used JasperReports in the past for which I think it should fit your needs.
Another good solution is the pentaho reporting tool
You could easily write something on your own.. give them a basic edit control and allow them to use psuedo variables like {customername} {anothercustomerattribute} within the mail body.
On submit either send directly or save as template.
When the template is sent away the script automatically parses stuff like {customername} into the real customers name from the database.
Your own very very simple custom scriptlanguage :)
Everything else like loops and so on would be maintained on serverside. And if you want particular groups of customers to receive the letter, allow the enduser to select from selectboxes or whatever and do the rest on the serverside with pre-defined rules.