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Search Results for "notification"

Found 50 matching component(s)

• function check_fixes

  A diagnostic function that prints a comprehensive summary report of email notification fixes implemented in a CDocs system, verifying template files and documenting debugging enhancements.

  File: /tf/active/vicechatdev/fix_summary.py

  diagnostic verification email-templates debugging documentation

• function main_v29

  A test function that validates email template rendering by testing multiple HTML email templates with sample data structures for document review and approval workflows.

  File: /tf/active/vicechatdev/test_comprehensive_templates.py

  testing email-templates validation document-management template-rendering

• function test_fixes

  A comprehensive test function that validates email template rendering and CDocs application link presence in a document management system's email notification templates.

  File: /tf/active/vicechatdev/test_comprehensive_fixes.py

  testing email-templates template-rendering validation document-management

• function create_document

  Creates a new controlled document in a document management system with versioning, audit trails, and optional initial content.

  File: /tf/active/vicechatdev/document_controller_backup.py

  document-management controlled-documents document-creation versioning audit-trail

• function publish_document

  Publishes an approved controlled document by converting it to PDF with signatures and audit trail, uploading to FileCloud, and updating the document status to PUBLISHED.

  File: /tf/active/vicechatdev/document_controller_backup.py

  document-management publishing pdf-conversion audit-trail controlled-documents

• function update_document

  Updates properties of a controlled document including title, description, status, owner, and metadata, with special handling for status transitions that require format conversions or publishing workflows.

  File: /tf/active/vicechatdev/document_controller_backup.py

  document-management update controlled-document status-transition audit-trail

• function clone_document_v1

  Clones an existing controlled document to create either a new independent document or a new revision of the same document, optionally including the document's content.

  File: /tf/active/vicechatdev/document_controller_backup.py

  document-management cloning versioning controlled-documents revision-control

• function _view_document

  Views and downloads the current version of a document, with special handling for FileCloud-stored documents versus locally stored documents.

  File: /tf/active/vicechatdev/document_controller_backup.py

  document-management file-download filecloud storage panel

• function _download_current_version

  Downloads the current version of a document from either FileCloud storage or standard storage, handling different storage types and triggering a browser download.

  File: /tf/active/vicechatdev/document_controller_backup.py

  document-management file-download filecloud storage panel

• class DocumentDetail

  Document detail view component

  File: /tf/active/vicechatdev/document_detail_backup.py

  class documentdetail

• class FileCloudAPI_v1

  Python wrapper for the FileCloud REST API. This class provides methods to interact with FileCloud server APIs, handling authentication, session management, and various file operations.

  File: /tf/active/vicechatdev/FC_api.py

  class filecloudapi

• class DocumentDetail_v1

  Document detail view component

  File: /tf/active/vicechatdev/document_detail_old.py

  class documentdetail

• class ControlledDocumentFlaskApp

  Main Flask application class for Controlled Document Management System.

  File: /tf/active/vicechatdev/CDocs/main_flask.py

  class controlleddocumentflaskapp

• class ControlledDocumentApp

  Main application class for the Controlled Document Management System. This class initializes all components and provides the main Panel interface for the application. It is designed to be served via `panel serve` command and integrates with the existing datacapture application.

  File: /tf/active/vicechatdev/CDocs/main.py

  class controlleddocumentapp

• function create_approval_cycle_v1

  Creates a new approval cycle for a controlled document, managing approver assignments, permissions, notifications, and audit logging.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-workflow document-management access-control permissions audit-trail

• function add_approval_comment

  Adds a comment to an approval cycle for a controlled document, with support for threaded comments, different comment types, and automatic notifications to relevant stakeholders.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval comment document-management collaboration permissions

• function update_approval_comment

  Updates an approval comment's text and/or status with permission checks, audit logging, and notifications for resolved comments.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-workflow comment-management permission-control audit-logging notification

• function complete_approval

  Completes an approval cycle by recording a user's approval decision (APPROVED, REJECTED, etc.) and managing the approval workflow, including sequential approver activation and final cycle completion.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval workflow document-management decision-tracking permissions

• function close_approval_cycle

  Closes a completed approval cycle and optionally updates the associated document's status, with permission checks, audit logging, and notifications.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-management document-workflow permission-control status-transition audit-logging

• function cancel_approval_cycle

  Cancels an active approval cycle for a controlled document, updating the approval status, notifying approvers, and reverting the document to DRAFT status if no other active approvals exist.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-management document-control workflow cancellation permissions

• function extend_approval_deadline

  Extends the deadline for an active approval cycle, validating permissions and business rules, then notifying affected approvers.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-management deadline-extension document-control permission-check audit-trail

• function add_approver_to_active_approval

  Adds a new approver to an active approval cycle for a controlled document, with optional sequence ordering and custom instructions.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-workflow document-management access-control permissions notifications

• function remove_approver_from_active_approval

  Removes an approver from an active approval cycle with permission checks, validation, and notification handling.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller.py

  approval-management document-control permission-check workflow audit-trail

• function assign_user_training

  Assigns training requirements to multiple users for a specific controlled document, validating permissions, document training status, and user existence before creating assignments.

  File: /tf/active/vicechatdev/CDocs/controllers/training_controller.py

  training-management document-control user-assignment permission-check audit-logging

• function complete_user_training

  Marks a user's training as complete for a specific controlled document, validating quiz requirements and setting expiration dates.

  File: /tf/active/vicechatdev/CDocs/controllers/training_controller.py

  training compliance document-management user-training certification

• function reset_document_training

  Resets all training records for a specific controlled document, typically used when a document is republished or updated, requiring users to retrain.

  File: /tf/active/vicechatdev/CDocs/controllers/training_controller.py

  training-management document-control quality-management permission-check audit-trail

• function process_document_signing

  Initiates a document signing workflow through FileCloud's Signority integration, creating a signing request for specified signers and sending notification emails.

  File: /tf/active/vicechatdev/CDocs/controllers/filecloud_controller.py

  document-signing e-signature filecloud signority workflow

• function create_approval_cycle

  Creates a new approval cycle for a document, assigning approvers with configurable workflow options (sequential/parallel), instructions, and due dates.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-workflow document-management transaction permission-check notification

• function add_approval_comment_v1

  Adds a comment to an approval cycle with optional location information, page references, and reply threading. Validates user permissions, logs audit trails, and sends notifications to other approvers for issue-type comments.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval comment document-management collaboration audit-trail

• function complete_approval_v1

  Records a user's approval decision (APPROVED or REJECTED) for a document in an approval cycle, updating the approval status and document state accordingly.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-workflow document-management business-rules transaction-management audit-trail

• function close_approval_cycle_v1

  Administratively closes an approval cycle by setting a final decision (APPROVED or REJECTED), updating the associated document status, and notifying relevant stakeholders.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-management administrative-action document-workflow transaction-management permission-control

• function cancel_approval_cycle_v1

  Cancels an active approval cycle, reverting the associated document to draft status, logging the cancellation, and notifying all pending approvers.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-workflow document-management transaction permissions audit-trail

• function extend_approval_deadline_v1

  Extends the deadline of an active approval cycle, validates permissions, logs the change, and notifies pending approvers of the new due date.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-management deadline-extension workflow permissions audit-trail

• function add_approver_to_active_approval_v1

  Adds a new approver to an active approval cycle with permission checks, validation, audit logging, and email notifications.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-workflow document-management access-control permission-check audit-logging

• function remove_approver_from_active_approval_v1

  Removes an approver from an active approval cycle with permission checks, audit logging, and notifications.

  File: /tf/active/vicechatdev/CDocs/controllers/approval_controller_bis.py

  approval-workflow document-management permission-control audit-logging notification

• function create_document_legacy

  Creates a new controlled document in a document management system with versioning, audit trails, and notifications. Generates document nodes in a graph database with relationships to users and versions.

  File: /tf/active/vicechatdev/CDocs/controllers/document_controller.py

  document-management controlled-documents graph-database neo4j versioning

• function publish_document_v1

  Publishes a controlled document by incrementing its version to the next major revision, converting it to a signed PDF, and updating its status to PUBLISHED.

  File: /tf/active/vicechatdev/CDocs/controllers/document_controller.py

  document-management publishing version-control pdf-generation workflow

• function create_review_cycle

  Creates a new review cycle for a controlled document, assigning reviewers with optional sequential workflow, custom instructions, and approval requirements.

  File: /tf/active/vicechatdev/CDocs/controllers/review_controller.py

  document-management review-workflow approval-process permission-control audit-trail

• function add_review_comment

  Adds a comment to a document review cycle with support for threaded comments, different comment types, and location-based annotations.

  File: /tf/active/vicechatdev/CDocs/controllers/review_controller.py

  review comment document-management collaboration threaded-comments

• function update_review_comment

  Updates an existing review comment's text and/or status with permission checks, audit logging, and notifications for resolved comments.

  File: /tf/active/vicechatdev/CDocs/controllers/review_controller.py

  review-management comment-update permission-control audit-logging notification

• function complete_review

  Completes a document review cycle by submitting a reviewer's decision (APPROVED/REJECTED), updating review status, managing sequential review workflows, and triggering notifications.

  File: /tf/active/vicechatdev/CDocs/controllers/review_controller.py

  document-management review-workflow approval-process permission-control sequential-workflow

• function close_review_cycle

  Closes a completed review cycle for a controlled document, with optional document status update, permission validation, and stakeholder notifications.

  File: /tf/active/vicechatdev/CDocs/controllers/review_controller.py

  document-management review-cycle workflow permissions audit

• function cancel_review_cycle

  Cancels an active review cycle for a controlled document, updating the review status, notifying reviewers, and reverting the document status if necessary.

  File: /tf/active/vicechatdev/CDocs/controllers/review_controller.py

  document-management review-cycle cancellation workflow permissions

• function extend_review_deadline

  Extends the deadline for a document review cycle, validating permissions and business rules, then notifying active reviewers of the change.

  File: /tf/active/vicechatdev/CDocs/controllers/review_controller.py

  document-management review-cycle deadline-extension permission-check audit-trail

• function add_reviewer_to_active_review

  Adds a reviewer to an active review cycle with optional sequence ordering and instructions, handling permissions, notifications, and audit logging.

  File: /tf/active/vicechatdev/CDocs/controllers/review_controller.py

  document-management review-cycle reviewer-assignment permissions audit-logging

• function remove_reviewer_from_active_review

  Removes a reviewer from an active review cycle, updating assignment status, adjusting sequential review orders if needed, logging the event, and notifying the removed reviewer.

  File: /tf/active/vicechatdev/CDocs/controllers/review_controller.py

  review-management reviewer-removal document-review permission-check audit-trail

• class NotificationManager

  Central manager class for handling in-app and email notifications within the application, providing methods for creating, managing, and sending notifications to users.

  File: /tf/active/vicechatdev/CDocs/utils/notifications.py

  notifications messaging email in-app-notifications user-communication

• class EmailError

  Custom exception class for handling errors that occur during email sending operations.

  File: /tf/active/vicechatdev/CDocs/utils/notifications.py

  exception error-handling email custom-exception notification

• function get_email_templates

  Loads HTML email templates from a predefined directory structure and returns them as a dictionary mapping template names to their content.

  File: /tf/active/vicechatdev/CDocs/utils/notifications.py

  email templates file-loading html template-management

• function send_email_smtp

  Sends emails via SMTP server with support for HTML/text content, multiple recipients (to/cc/bcc), and file attachments.

  File: /tf/active/vicechatdev/CDocs/utils/notifications.py

  email smtp communication messaging mime

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