admin/Odoo-Modules
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

feat(fusion_accounting_followup): default mail templates for 3 escalation levels

Browse Source 
Made-with: Cursor
This commit is contained in:
gsinghpal
2026-04-19 21:27:59 -04:00
parent ab3fcc56db
commit 4ee261e189
2 changed files with 87 additions and 1 deletions
Download Patch File Download Diff File Expand all files Collapse all files

3
fusion_accounting_followup/__manifest__.py
View File

@@ -1,6 +1,6 @@
{
'name': 'Fusion Accounting Follow-up',
'version': '19.0.1.0.24',
'version': '19.0.1.0.25',
'category': 'Accounting/Accounting',
'summary': 'AI-augmented customer follow-ups (dunning) for unpaid invoices.',
'description': """
@@ -35,6 +35,7 @@ menu hides; the engine + AI tools remain available for the chat.
'security/ir.model.access.csv',
'data/cron.xml',
'data/followup_levels_data.xml',
'data/mail_templates_data.xml',
],
'assets': {
'web.assets_backend': [

85
fusion_accounting_followup/data/mail_templates_data.xml Normal file
View File

@@ -0,0 +1,85 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo noupdate="1">
<record id="email_template_followup_gentle" model="mail.template">
<field name="name">Fusion Followup: Friendly Reminder</field>
<field name="model_id" ref="base.model_res_partner"/>
<field name="subject">Friendly reminder: invoice payment</field>
<field name="email_from">{{ user.email_formatted }}</field>
<field name="email_to">{{ object.email }}</field>
<field name="body_html" type="html">
<div>
<p>Dear <t t-out="object.name"/>,</p>
<p>This is a friendly reminder that you have outstanding invoices on
your account. We understand that things happen — please let us know
if there is anything we can do to help resolve this.</p>
<p>You can review your account statement at any time, or contact our
accounts receivable team with any questions.</p>
<p>Best regards,<br/>
<t t-out="user.company_id.name"/></p>
</div>
</field>
<field name="lang">{{ object.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<record id="email_template_followup_firm" model="mail.template">
<field name="name">Fusion Followup: Firm Warning</field>
<field name="model_id" ref="base.model_res_partner"/>
<field name="subject">Outstanding invoices — action required</field>
<field name="email_from">{{ user.email_formatted }}</field>
<field name="email_to">{{ object.email }}</field>
<field name="body_html" type="html">
<div>
<p>Dear <t t-out="object.name"/>,</p>
<p>Our records show outstanding invoices that require your immediate
attention. We request that you remit payment as soon as possible to
avoid further escalation.</p>
<p>If you have already remitted payment, please disregard this notice
and contact us with the payment details so we can update our records.</p>
<p>If there are any disputes or concerns regarding these invoices,
please contact our accounts receivable team immediately.</p>
<p>Regards,<br/>
<t t-out="user.company_id.name"/></p>
</div>
</field>
<field name="lang">{{ object.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<record id="email_template_followup_legal" model="mail.template">
<field name="name">Fusion Followup: Legal Notice</field>
<field name="model_id" ref="base.model_res_partner"/>
<field name="subject">FINAL NOTICE — outstanding balance</field>
<field name="email_from">{{ user.email_formatted }}</field>
<field name="email_to">{{ object.email }}</field>
<field name="body_html" type="html">
<div>
<p>Dear <t t-out="object.name"/>,</p>
<p>This is a FINAL NOTICE regarding outstanding invoices on your
account. Despite previous reminders, your balance remains unpaid.</p>
<p>If full payment is not received within 7 days from the date of this
notice, we will be forced to refer this matter to our legal department
for collection. This may include reporting the delinquency to credit
bureaus and pursuing further legal action as permitted by law.</p>
<p>Please contact us immediately to resolve this matter.</p>
<p>Regards,<br/>
<t t-out="user.company_id.name"/></p>
</div>
</field>
<field name="lang">{{ object.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- Wire templates to default levels -->
<record id="level_reminder" model="fusion.followup.level">
<field name="mail_template_id" ref="email_template_followup_gentle"/>
</record>
<record id="level_warning" model="fusion.followup.level">
<field name="mail_template_id" ref="email_template_followup_firm"/>
</record>
<record id="level_legal_notice" model="fusion.followup.level">
<field name="mail_template_id" ref="email_template_followup_legal"/>
</record>
</odoo>