ClientsPlugin Recipe: Weekly Summary Email

  1. Create an event called "Weekly Summary" which has the "Milestone Summary" summary and the "Send Email" action.
  2. Trigger the event every week and run: run-client-event -e /path/to/env -c "Weekly Summary"
  3. Edit the event and add the following XSLT: 
<?xml version="1.0" encoding="utf-8"?>
<!DOCTYPE xsl:stylesheet [ <!ENTITY nbsp "&#160;"> ]>
<xsl:stylesheet
  xmlns:xsl="http://www.w3.org/1999/XSL/Transform"
  version="1.0">
  
  <xsl:output method="html" indent="yes" encoding="UTF-8" omit-xml-declaration="yes"/>
  <xsl:decimal-format name="GBP" decimal-separator="." grouping-separator=","/>
  
  <!-- Match the root of the XML render the three views -->
  <xsl:template match="/">
    <xsl:choose>
      <xsl:when test="$view='html'">
        <!-- Should return HTML as you see fit -->
        <xsl:call-template name="html"/>
      </xsl:when>
      <xsl:when test="$view='images'">
        <!--
        Should return a list of images to embed in the following format:
        
        <images>
          <img id="myimage" src="/local/path/to/image"/>
        </images>
        
        Where "myimage" is references in your HTML image as <img src="cid:myimage" />
        -->
        <xsl:call-template name="images"/>
      </xsl:when>
      <xsl:otherwise>
        <!-- The plain text portion of the email -->
        <xsl:call-template name="plain"/>
      </xsl:otherwise>
    </xsl:choose>
  </xsl:template>
  
  <!-- Simple (cop-out) implementation of a plain text message -->
  <xsl:template name="plain">
    <xsl:text>
This message contains HTML content for a rich display.

Please enable the HTML view or use an HTML compatible email client.
    </xsl:text>
  </xsl:template>
  
  <!-- This HTML version does not contain any images -->
  <xsl:template name="images"/>
  
  <xsl:template name="html">
    <!-- The root element needs to be created with xsl:element to prevent namespaces sneaking in. -->
    <xsl:element name="html">
      <head>
        <title>Ticket Summary for <xsl:value-of select="/clientsplugin/client/name"/></title>
        <style type="text/css">
  body {
    background: #f3f3f3;
  }
  fieldset.milestone {
    margin-top: 3em;
  }
  fieldset.ticket {
    margin-top: 2em;
    background: #eee;
  }
  .description {
    margin: 0.5em;
    padding: 0.5em;
    border: 1px solid #222;
    background: #fff;
  }
  .status {
    margin: 4px;
    padding: 0;
    font-variant: small-caps;
  }
  dl.milestone dt {
    float: left;
    margin-right: 0.5em;
    font-style: italic;
  }
  dl.milestone dt:after {
    content: ':';
  }
        </style>
      </head>
      <body>
        <h1>Ticket Summary for <xsl:value-of select="/clientsplugin/client/name"/></h1>
        <xsl:choose>
          <xsl:when test="/clientsplugin/summary/ticket">
            <xsl:for-each select="/clientsplugin/milestones/milestone">
              <xsl:sort select="duetimestamp" order="asscending"/>
              <xsl:variable name="ms" select="./name" />
              <xsl:if test="/clientsplugin/summary/ticket[milestone=$ms]">
                <fieldset class="milestone">
                  <legend class="milestone">
                    <xsl:text>Milestone: </xsl:text>
                    <xsl:value-of select="$ms" />
                  </legend>
                  <xsl:if test="./description!=''">
                    <div class="milestone description">
                      <xsl:value-of select="./description" />
                    </div>
                  </xsl:if>
                  <xsl:if test="./due">
                    <dl class="milestone">
                      <dt>Estimated delivery date</dt>
                      <dd><xsl:value-of select="./due" /></dd>
                      <xsl:if test="./completed">
                        <dt>Completed on</dt>
                        <dd><xsl:value-of select="./completed" /></dd>
                      </xsl:if>
                      <xsl:if test="./estimatedhours">
                        <dt>Total estimated development time</dt>
                        <dd><xsl:value-of select="./estimatedhours" /></dd>
                      </xsl:if>
                    </dl>
                  </xsl:if>
                  <xsl:for-each select="/clientsplugin/summary/ticket[milestone=$ms]">
                    <xsl:call-template name="print-ticket" />
                  </xsl:for-each>
                </fieldset>
              </xsl:if>
            </xsl:for-each>
            <xsl:variable name="ms" select="''" />
            <xsl:if test="/clientsplugin/summary/ticket[milestone=$ms]">
              <fieldset class="milestone">
                <legend class="milestone">
                  Tickets not allocated to specific milestones
                </legend>
                <div class="milestone description">
                  <p>The following tickets are not allocated to any specific milestone.</p>
                </div>
                <xsl:for-each select="/clientsplugin/summary/ticket[milestone=$ms]">
                  <xsl:call-template name="print-ticket" />
                </xsl:for-each>
              </fieldset>
            </xsl:if>
          </xsl:when>
          <xsl:otherwise>
            <p>You do not currently have any active tickets</p>
          </xsl:otherwise>
        </xsl:choose>
      </body>
    </xsl:element>
  </xsl:template>

  <xsl:template name="print-ticket">
    <fieldset class="ticket">
      <legend class="ticket">
        Ticket #<xsl:value-of select="id"/>: <xsl:value-of select="summary"/>
      </legend>
      <xsl:if test="description!=''">
        <div class="ticket description"><xsl:copy-of select="description"/></div>
      </xsl:if>
      <div class="status">Status: <xsl:value-of select="status"/></div>
      <xsl:if test="estimatedhours">
        <div class="estimate">Estimated development time: <xsl:value-of select="estimatedhours"/></div>
      </xsl:if>
      <!-- <div class="due"><xsl:value-of select="due"/></div> -->
    </fieldset>
  </xsl:template>
</xsl:stylesheet>
  1. For each client you wish to receive the summary, edit the client and enter the email address under the options section for "Weekly Summary"
  2. The clients should receive an email that looks something like this:

Email Summary

Attachments