Add OutstandingTasks section

Author: jkrrv

NonweeklyMeetings/Install.py

@@ -1,6 +1,8 @@
 # This script adds NonWeekly Meetings to the MorningBatch so meetings are created automatically.
 # Then, execute the first round of creation.
 
+global model, Data, q
+
 batchContent = model.PythonContent('MorningBatch')
 if '''model.CallScript("NonweeklyMeetings")''' not in batchContent and '''model.CallScript('NonweeklyMeetings')''' not in batchContent:
     batchContent = batchContent + '''\n\nmodel.CallScript("NonweeklyMeetings")'''

OutstandingTasks/OutstandingTaskNotifications.py

@@ -0,0 +1,3 @@
+global model
+
+model.EmailContent("InSqlList( SqlScript='TaskNote-ToDo' ) = 1[True]", 22029, "dbhelp@tenth.org", "Tenth Church Automation", "OutstandingTasksReminder")

OutstandingTasks/OutstandingTasksList.py

@@ -0,0 +1,38 @@
+# from pprint import pprint
+
+global model, Data, q
+
+if Data.Person:
+    peopleId = Data.Person.PeopleId
+elif Data.pid:
+    peopleId = Data.pid
+else:
+    peopleId = model.UserPeopleId
+
+taskSql = """
+SELECT *, COALESCE(abt.NickName, abt.FirstName) AS GoesBy FROM TaskNote tn JOIN People abt ON tn.AboutPersonId = abt.PeopleId
+WHERE (
+    (tn.OwnerId = {0} AND tn.AssigneeId IS NULL) OR 
+    (tn.AssigneeId = {0})
+) AND tn.StatusID <> 1 AND tn.StatusId <> 5 AND tn.StatusId <> 6
+""".format(peopleId)
+
+for task in q.QuerySql(taskSql, peopleId, None):
+    instr = model.Markdown(task.Instructions)
+
+    print("""<div style=\"Border: 2px solid black; margin:2em 2em 0; padding:2em;\">
+    <table>
+    <tr><td>About</td><td>{0}</td></tr>
+    <tr><td>Email</td><td>{1}</td></tr>
+    <tr><td>Phone</td><td>{2}</td></tr>
+    <tr><td>Created</td><td>{5}</td></tr>
+    <tr><td colspan="2"><a href=\"{3}/Person2/{4}#tab-touchpoints\">Full Profile</a> (may require permissions you don't have)</td></tr>
+    </table>
+    
+    <div style=\"padding:2em;\">
+        <a href=\"{3}/Person2/0?v=Action#tab-touchpoints\">{6}</a>
+    </div>
+    
+    <p>Please respond as needed and mark the task Complete</p>
+    
+    </div>""".format(task.GoesBy + " " + task.LastName, task.EmailAddress, model.FmtPhone(task.CellPhone), model.CmsHost, task.PeopleId, task.CreatedDate, instr))

OutstandingTasks/OutstandingTasksReminderEmail.md

@@ -0,0 +1,9 @@
+{first},
+
+You have been assigned or delegated at least one task in MyTenth which needs follow-up in the form of contacting someone. Only one person is assigned a task at a time, so if you haven't completed it, no one has. Once completed, please mark the task as complete in the system. Or, if the task would be handled better by someone else, please re-delegate the task.
+
+To mark a task as Complete, open your task list by clicking on a task below. Each Task will have a blue button towards the right side, to either "Accept" the task (agree to take it on), or "Complete" the task. Please Accept and Complete all of your current Tasks.
+
+{pythonscript:OutstandingTasksList}
+
+Please reply if you have questions or issues.

OutstandingTasks/README.md

@@ -0,0 +1,33 @@
+# Outstanding Tasks
+
+This module has several related components.  The first, [OutstandingTasksList.py](OutstandingTasksList.py) is a Python 
+script that generates a list of outstanding tasks for the current user with some links and instructions.  
+This can be used in email templates, or as a report. 
+
+Then, there are several files that work together to send reminder emails to users with outstanding tasks. 
+
+The first of these files is [TaskNote-ToDo.sql](TaskNote-ToDo.sql), which generates a list of the people who have
+outstanding Tasks, but excludes New People entry tasks.  This is used as the recipient list for the email.
+
+Next, you'll need an email template with a particular replacement code.  The content of our email is in 
+[OutstandingTasksReminderEmail.md](OutstandingTasksReminderEmail.md).  It is imperative that you include the replacement
+tag `{pythonscript:OutstandingTasksList}`, which inserts the output of the report above. Our template is called 
+'OutstandingTasksReminder'.  You can either use that name, or change the name in the Python script below.
+
+The final file is [OutstandingTaskNotifications.py](OutstandingTaskNotifications.py), which is a Python script that 
+actually sends the email to the people in the recipient list above.
+
+To have messages go out automatically, you can *either*: 
+1.  Add this line to your MorningBatch python script: 
+    ```python
+    if model.DayOfWeek == 2: # Tuesday mornings
+        model.CallScript('OutstandingTaskNotifications')
+    ```
+    
+2.  Or, you can add something like this to your ScheduledTasks python script, which gives you a little more control 
+over when the email is sent:
+    ```python 
+    if model.ScheduledTime == "1900" and model.DayOfWeek == 2: # T @ 7pm
+        print(model.CallScript('OutstandingTaskNotifications'))
+    ```
+    As written here, this will send on Tuesdays at 7pm (which is what we do).

OutstandingTasks/TaskNote-ToDo.sql

@@ -0,0 +1,13 @@
+SELECT t.PeopleId, COUNT(*)
+FROM (SELECT *, tn.OwnerId AS PeopleId
+      FROM TaskNote tn
+      WHERE (tn.StatusId = 4 OR -- Declined
+             ((tn.StatusId = 2 OR tn.StatusId = 3) AND tn.AssigneeId IS NULL))
+        AND tn.Instructions NOT LIKE 'New Person Data Entry%'
+      UNION
+      SELECT *, ta.AssigneeId AS PeopleId
+      FROM TaskNote ta
+      WHERE (ta.StatusId = 2 OR ta.StatusId = 3)
+        AND ta.AssigneeId IS NOT NULL
+        AND ta.Instructions NOT LIKE 'New Person Data Entry%') t
+GROUP BY t.peopleId

README.md

@@ -4,11 +4,11 @@ System we call "MyTenth."
 
 ## Tools Available Now
 
-- [**Attendance Redirect**](AttendanceRedirect) - This tool helps get people to the right Registration for Record Family Attendance.
-
 - [**Assign Shepherd**](AssignShepherd) - This tool allows leaders to be assigned as designated "shepherds" for a family.  
 This shepherd can then be referenced in Tasks or when Counseling situations arise. 
 
+- [**Attendance Redirect**](AttendanceRedirect) - This tool helps get people to the right Registration for Record Family Attendance.
+
 - [**Children's Involvement Rules**](ChildrensInvolvementRules) - When added to your daily batch, this script will make sure any
 Children's Involvements have their proper Extra Values applied, such as the MinistrySafe and Background check heart and checkmark 
 icons on volunteer nametags. 
@@ -61,6 +61,9 @@ across multiple Mailchimp accounts and with Mailchimp Interests as TouchPoint Su
 non-weekly Involvements based on Extra Values on the Involvement. Once the meetings are created, automatic attendance reminders will
 be sent. 
 
+- [**Outstanding Tasks**](OutstandingTasks) - This module includes a report that lists outstanding tasks for the current user, and can
+automatically send email reminders of that report to those with outstanding tasks.
+
 - [**Prayer List**](Prayer List) - This simple script shows a list of prayer requests (notes with a specific tag) that have been submitted
 in the last week. The page automatically reloads every few seconds because we use this for live submissions during a worship service.
 
@@ -109,4 +112,5 @@ making the change, the person to whom the change was made, and the content of th
 
 - [**Summon Parent**](SummonParent) - This is a tool intended for children's workers to "summon" parents when needed.  We have it 
 linked within the Mobile App, so workers can send a text in just a few taps, without revealing the personal phone number of either 
-the parent or the volunteer.  Eventually, we hope to integrate this with our pager system, as well. 
+the parent or the volunteer.  Eventually, we hope to integrate this with our pager system, as well.
+