impertio-studio/frappe-core-notifications
> Use when implementing email notifications, system alerts, Assignment Rules, Auto Repeat, or ToDo items. Prevents misconfigured Email Accounts, broken notification templates, and silent delivery failures. Covers frappe.sendmail, Notification DocType, Email Account setup, Jinja email templates, Assignment Rules, Auto Repeat scheduling, ToDo API.
npx skills add https://github.com/Impertio-Studio/Frappe_Claude_Skill_Package --skill frappe-core-notifications
| Channel | Method | Use Case |
|---------|--------|----------|
| Email | frappe.sendmail() | Programmatic email with full control |
| Email | Notification DocType (Email) | No-code email on document events |
| System | frappe.publish_realtime() | In-app real-time alerts via socket.io |
| System | Notification DocType (System) | No-code in-app alerts |
| SMS | Notification DocType (SMS) | No-code SMS on document events |
| Slack | Notification DocType (Slack) | No-code Slack webhook messages |
| Assignment | frappe.desk.form.assign_to.add() | Assign document to user (creates ToDo) |
| ToDo | frappe.get_doc({"doctype": "ToDo", ...}) | Direct task creation |
| Comment | doc.add_comment("Comment", text) | Timeline comment on document |
| Tag | doc.add_tag("tag_name") | Document tagging for filtering |
What notification mechanism do you need?
│
├─ Email on document event (no code)?
│ └─ Notification DocType → Channel: Email
│
├─ Programmatic email with custom logic?
│ └─ frappe.sendmail() in server script or hook
│
├─ Real-time in-app notification?
│ ├─ No-code → Notification DocType → Channel: System Notification
│ └─ Programmatic → frappe.publish_realtime()
│
├─ SMS on document event?
│ └─ Notification DocType → Channel: SMS (requires SMS Settings)
│
├─ Assign document to user?
│ ├─ No-code → Assignment Rule DocType
│ └─ Programmatic → frappe.desk.form.assign_to.add()
│
├─ Recurring document creation?
│ └─ Auto Repeat DocType
│
└─ Add comment or tag?
├─ Comment → doc.add_comment("Comment", text="...")
└─ Tag → doc.add_tag("tag_name")
The Notification DocType enables no-code alerts across four channels.
| Event | Fires When |
|-------|------------|
| New | Document is created |
| Save | Document is saved |
| Submit | Document is submitted |
| Cancel | Document is cancelled |
| Value Change | Specific field value changes |
| Days Before | N days before a date field value |
| Days After | N days after a date field value |
| Method | Custom Python method is called |
ALWAYS use Python expressions in the Condition field:
# Status-based
doc.status == "Open"
# Date-based
doc.due_date == nowdate()
# Threshold-based
doc.grand_total > 40000
# Combined
doc.status == "Overdue" and doc.grand_total > 10000
Available context: doc, nowdate(), frappe.utils.*.
| Source | Description |
|--------|-------------|
| Document Field | Email/phone field on the document |
| Role | All users with specified role |
| Custom | Hard-coded email address |
| All Assignees | All users assigned to the document |
| Condition | Jinja expression to filter recipients |
<h3>Order Overdue</h3>
<p>Transaction {{ doc.name }} has exceeded its due date.</p>
{% if comments %}
Last comment: {{ comments[-1].comment }} by {{ comments[-1].by }}
{% endif %}
<ul>
<li>Customer: {{ doc.customer }}</li>
<li>Amount: {{ doc.grand_total }}</li>
</ul>
Template variables: {{ doc }}, {{ doc.fieldname }}, {{ comments }}, {{ nowdate() }}.
Set Attach Print to include a PDF of the document. Select a Print Format for custom layout.
frappe.sendmail(
recipients=["[email protected]"], # list of email addresses
subject="Invoice Due", # email subject
message="<p>Your invoice is due.</p>", # HTML body
template="invoice_reminder", # Jinja template name (optional)
args={"customer": "ACME"}, # template context variables
attachments=[{"fname": "inv.pdf", "fcontent": pdf_bytes}],
reference_doctype="Sales Invoice", # links email to document
reference_name="SINV-00001",
delayed=True, # queue via Email Queue (default)
now=False, # True = send immediately, skip queue
sender="[email protected]", # override sender
cc=["[email protected]"],
bcc=["[email protected]"],
reply_to="[email protected]",
expose_recipients="header", # show recipients in email header
)
Rules:
reference_doctype and reference_name when the email relates to a document — this links the email in the document timeline.now=True in production — it blocks the request. Use delayed=True (default) to queue via Email Queue.frappe.sendmail.Emails are queued in the Email Queue DocType and sent by the scheduler. Check queue status:
# Check pending emails
pending = frappe.get_all("Email Queue", filters={"status": "Not Sent"}, limit=10)
frappe.publish_realtime(
event="msgprint", # event name
message={"msg": "Task completed!"}, # dict payload
user="[email protected]", # target specific user
doctype="Sales Invoice", # broadcast to doctype room
docname="SINV-00001", # broadcast to document room
after_commit=True, # emit after transaction commits
)
| Room | Audience |
|------|----------|
| user:{email} | Single user (set user=) |
| doctype:{dt} | All users viewing that list |
| doc:{dt}/{dn} | All users viewing that document |
| all | All Desk users site-wide |
| task_progress:{id} | Background task progress |
| Event | Purpose |
|-------|---------|
| msgprint | Show message dialog to user |
| list_update | Refresh document list view |
| docinfo_update | Refresh document info sidebar |
| progress | Show progress bar |
ALWAYS set after_commit=True when publishing from within a database transaction — otherwise the event fires before data is committed and the client may read stale data.
Auto-assign documents to users based on conditions (no code).
| Field | Purpose |
|-------|---------|
| Document Type | Which DocType triggers the rule |
| Assign Condition | Python expression (same as Notification) |
| Assignment Days | Limit to specific weekdays |
| Users | List of users to assign to |
| Assignment Rule | Round Robin, Load Balancing, or Based on Field |
from frappe.desk.form.assign_to import add, remove, close, clear
# Assign
add({
"assign_to": ["[email protected]"],
"doctype": "Task",
"name": "TASK-00001",
"description": "Please review this task",
"priority": "High",
"date": "2025-12-31",
})
# Remove assignment (cancels ToDo)
remove("Task", "TASK-00001", "[email protected]")
# Close assignment (only assignee can close)
close("Task", "TASK-00001", "[email protected]")
# Clear all assignments
clear("Task", "TASK-00001")
NEVER call close() as a different user than the assignee — it raises a permission error.
Creates recurring copies of documents on a schedule.
| Field | Purpose |
|-------|---------|
| Reference DocType | Which DocType to repeat |
| Reference Document | Source document to copy |
| Frequency | Daily, Weekly, Monthly, Quarterly, Half-yearly, Yearly |
| Start Date / End Date | Schedule window |
| Notify By Email | Send notification on creation |
ALWAYS set an End Date on Auto Repeat — open-ended schedules create documents indefinitely and are difficult to debug.
# Create ToDo directly
todo = frappe.get_doc({
"doctype": "ToDo",
"allocated_to": "[email protected]",
"assigned_by": frappe.session.user,
"description": "Review the quarterly report",
"priority": "Medium",
"date": "2025-12-31",
"status": "Open",
"reference_type": "Task",
"reference_name": "TASK-00001",
}).insert(ignore_permissions=True)
ToDo statuses: Open, Closed, Cancelled.
# Add comment (appears in document timeline)
doc.add_comment("Comment", text="Reviewed and approved")
doc.add_comment("Edit", "Values changed")
# Add/get tags
doc.add_tag("urgent")
tags = doc.get_tags() # returns list of tag strings
| Feature | v14 | v15 | v16 |
|---------|-----|-----|-----|
| Notification DocType | All 4 channels | All 4 channels | All 4 channels |
| Minutes Before/After | Not available | Available | Available |
| frappe.publish_realtime | Available | Available | Available |
| Assignment Rules | Available | Available | Available |
frappe-core-database — Database operations referenced in notificationsfrappe-core-permissions — Permission model for notification accessTake impertio-studio/frappe-core-notifications from the repository into ~/.claude/skills for personal
use, or into .claude/skills inside a project.
The agent identifies a skill by the name field in its header. Two skills with the
same name cannot sit side by side — one of them will be ignored.