FFA

Allow users to select currency and bank details when emailing the invoice to correspondence.

As a user,
I want to select the invoice currency and bank details before sending it via email to the correspondent.
So that the client receives the invoice in their preferred currency with the appropriate bank information.

Acceptance Criteria

1. Currency Selection:
   • Add a "Choose Currency" dropdown in the "Send Email" modal.
   • The dropdown should list all available currencies.
   • The dropdown should list all available currencies as per the invoice charges.
2. Bank Dropdown:
   • Display a "Choose Bank" dropdown that dynamically lists banks based on the selected currency.
   • If no bank is associated with the selected currency, automatically select the default bank and show the message:
     "No bank is associated with the selected currency. The invoice will be generated with the default bank."
3. Invoice PDF Generation:
   • Generate the invoice PDF based on the selected currency and bank/s.
   • Attach the generated invoice PDF to the email.
4. Email Workflow:
   • Allow users to input or edit the recipient email addresses in the "Email TO" field.
   • Allow users to input CC email addresses in the "Email CC" field (optional).
   • Ensure the "PROCEED" button is disabled until all required fields are completed (Currency, Bank, Email TO).
5. UI Modifications:
   • Add the "Choose Currency" and "Choose Bank" fields above the email input fields.
   • Include validation for the required fields and display an error message if they are not filled:
     • "Please select a currency and bank/s before proceeding."
6. Error Handling:
   • If the invoice generation fails, display an error message:
     • "An error occurred while generating the invoice. Please try again later."
   • If email sending fails, display an error message:
     • "An error occurred while sending the email. Please check the email addresses and try again."
7. Informational Messages:
   • Display a tooltip or message next to the "PROCEED" button explaining that the invoice will include the selected currency and bank details.
8. Audit Trail:
   • Log the email sent action with the selected currency, bank, and recipient information in the activity log.

UI Enhancements

• Choose Currency Field:
  • Label: Choose Currency.
  • Dropdown options: List of available currencies.
• Choose Bank Field:
  • Label: Choose Bank.
  • Dropdown dynamically populated based on the selected currency.
  • Default bank option is displayed if no currency-specific banks are available.
• Informational Message:
  • Place below the bank dropdown to inform the user when the default bank is being used.
• Proceed Button:
  • Label: Send Email.
  • Disabled until all required fields are completed.
• Preview Button (Optional):
  • Add a "Preview Invoice" button to allow users to review the invoice before sending.