Domain deep dive — Automation & communications

Purpose

Single D1 narrative for engineers changing transactional email, notification behavior, or DocuSign send queues. It ties together:

• Generated Automation & communications DocType reference pages
• Schedulers — generate_auto_emails_all (0 8 * * *)
• Doc events — disabled Auto Email Configuration on_update refresh (commented)
• DocuSign and Billing flow (template selection via Email Templates Configuration)

Generator category label

The doc generator’s CATEGORY_META blurb for this slug mentions AGM in passing; AGM cron/logs live under Corporate AGM. This page covers email, Mandrill, notifications, and DocuSign queue DocTypes only.

Domain boundary

In scope	Out of scope (link instead)
Auto Email rules, Email Templates Configuration, Mandrill settings/logs	In-app Chat / unrelated messaging products
DocuSign Email Queue (+ child tables)	DocuSign account billing — vendor console
Email Notification / Notification LKA	Full marketing ESP strategy
Frappe Email Queue behavior	Upstream Frappe mail tuning — ERPNext docs

DocType cluster (generated)

Sub-theme	Examples
Auto email	auto_email_configuration, auto_emails, auto_email_active, auto_email_company_types, auto_email_cron_log
Templates	email_templates_configuration
Mandrill	mandrill_email_settings, mandrill_email_log
DocuSign outbound	docusign_email_queue, docusign_email_queue_document, docusign_email_queue_recipient
Generic	email_data, email_notification, email_notification_log, notification_lka

Index: automation-comms.

Code map

Layer	Primary locations
Scheduled generation	tasks.py — generate_auto_emails_all (see Schedulers)
Billing emails	tasks.py — handle_billing, send_payment_success_email → Email Templates Configuration by service_type (Billing flow)
DocuSign	api/docusign.py, DocuSign Email Queue controllers
Hooks (disabled)	hooks.py — Auto Email Configuration on_update → refresh_application_email_config commented (Doc events)

Flow (scheduled auto emails)

Overlay priority (for overlays.json)

Priority	DocType keys	Rationale
P1 — Overlays present	auto_email_configuration, email_templates_configuration, docusign_email_queue	Core routing, templates, DocuSign pipeline
P2	auto_emails, mandrill_email_settings, email_notification, notification_lka	Volume and provider-specific debugging
P3	Child tables (docusign_email_queue_*), auto_email_cron_log, mandrill_email_log	Trace rows; overlay if support load is high

Failure modes (where to look)

Symptom	First checks
No auto emails at 08:00	Scheduler running; Error Log in generate_auto_emails_all; Schedulers
Wrong template after Billing	Email Templates Configuration service_type and Billing fields (Billing flow)
DocuSign stuck	DocuSign Email Queue status, api/docusign.py, provider dashboard
AGM + email regressions	Do not re-enable broken AGM on_update auto-email without AGM & scheduler sign-off

Logs: Frappe Error Log, Email Queue, Mandrill logs DocType, Scheduled Job Log.

Related

• Engineering deliverables — governance policies (orthogonal to this domain narrative)
• DocuSign
• Domain deep dive — Corporate AGM — scheduler interaction with auto-email history
• Domain documentation strategy
• Documentation upgrade roadmap