Initial commit
This commit is contained in:
gsinghpal
42
fusion_authorizer_portal/data/ir_actions_server_data.xml
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42
fusion_authorizer_portal/data/ir_actions_server_data.xml
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@@ -0,0 +1,42 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- ==================== BATCH SERVER ACTIONS FOR RES.PARTNER ==================== -->
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<!-- Mark as Authorizer - Batch Action (Gear Menu) -->
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<record id="action_mark_as_authorizer" model="ir.actions.server">
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<field name="name">Mark as Authorizer</field>
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="binding_model_id" ref="base.model_res_partner"/>
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<field name="binding_view_types">list</field>
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<field name="state">code</field>
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<field name="code">
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action = records.action_mark_as_authorizer()
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</field>
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</record>
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<!-- Send Portal Invitation - Batch Action (Gear Menu) -->
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<record id="action_batch_send_invitation" model="ir.actions.server">
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<field name="name">Send Portal Invitation</field>
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="binding_model_id" ref="base.model_res_partner"/>
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<field name="binding_view_types">list</field>
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<field name="state">code</field>
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<field name="code">
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action = records.action_batch_send_portal_invitation()
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</field>
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</record>
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<!-- Mark as Authorizer & Send Invitation (Combined) - Batch Action (Gear Menu) -->
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<record id="action_mark_and_invite" model="ir.actions.server">
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<field name="name">Mark as Authorizer & Send Invitation</field>
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="binding_model_id" ref="base.model_res_partner"/>
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<field name="binding_view_types">list</field>
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<field name="state">code</field>
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<field name="code">
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action = records.action_mark_and_send_invitation()
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</field>
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</record>
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</odoo>
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172
fusion_authorizer_portal/data/mail_template_data.xml
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172
fusion_authorizer_portal/data/mail_template_data.xml
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@@ -0,0 +1,172 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Sequence for Assessment Reference - noupdate=1 prevents reset on module upgrade -->
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<data noupdate="1">
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<record id="seq_fusion_assessment" model="ir.sequence">
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<field name="name">Assessment Sequence</field>
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<field name="code">fusion.assessment</field>
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<field name="prefix">ASM-</field>
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<field name="padding">5</field>
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<field name="number_next">1</field>
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<field name="number_increment">1</field>
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</record>
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<!-- Sequence for Accessibility Assessment Reference -->
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<record id="seq_fusion_accessibility_assessment" model="ir.sequence">
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<field name="name">Accessibility Assessment Sequence</field>
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<field name="code">fusion.accessibility.assessment</field>
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<field name="prefix">ACC-</field>
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<field name="padding">5</field>
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<field name="number_next">1</field>
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<field name="number_increment">1</field>
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</record>
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</data>
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<!-- ================================================================= -->
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<!-- Email Template: Case Assigned to Authorizer -->
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<!-- ================================================================= -->
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<record id="mail_template_case_assigned" model="mail.template">
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<field name="name">Authorizer Portal: Case Assigned</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="subject">New Case Assigned: {{ object.name }} - {{ object.partner_id.name }}</field>
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<field name="email_from">{{ (object.company_id.email or object.user_id.email or 'noreply@example.com') }}</field>
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<field name="email_to">{{ object.x_fc_authorizer_id.email }}</field>
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<field name="body_html" type="html">
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<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
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<div style="height:4px;background-color:#2B6CB0;"></div>
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<div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
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<p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;"><t t-out="object.company_id.name"/></p>
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<h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">New Case Assigned</h2>
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<p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">A new ADP case has been assigned to you.</p>
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<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
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<tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Case Details</td></tr>
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<tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Case</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.name"/></td></tr>
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<tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Client</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.partner_id.name"/></td></tr>
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<tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.date_order" t-options='{"widget": "date"}'/></td></tr>
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</table>
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<p style="text-align:center;margin:28px 0;"><a href="/my/authorizer" style="display:inline-block;background:#2B6CB0;color:#ffffff;padding:12px 28px;text-decoration:none;border-radius:6px;font-size:14px;font-weight:600;">View in Portal</a></p>
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<p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">Best regards,<br/><strong><t t-out="object.user_id.name or object.company_id.name"/></strong><br/><span style="color:#718096;"><t t-out="object.company_id.name"/></span></p>
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</div>
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<div style="padding:16px 28px;text-align:center;"><p style="color:#a0aec0;font-size:11px;margin:0;">This is an automated notification from <t t-out="object.company_id.name"/>.</p></div>
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</div>
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</field>
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<field name="auto_delete" eval="False"/>
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</record>
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<!-- Status Changed template removed - redundant.
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Each workflow transition sends its own detailed email from fusion_claims.
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Record kept to avoid XML ID reference errors on upgrade. -->
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<record id="mail_template_status_changed" model="mail.template">
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<field name="name">Authorizer Portal: Status Changed (Disabled)</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="subject">Case Update: {{ object.name }}</field>
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<field name="body_html" type="html"><p>This template is no longer in use.</p></field>
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<field name="auto_delete" eval="True"/>
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</record>
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<!-- ================================================================= -->
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<!-- Email Template: Assessment Complete - To Authorizer -->
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<!-- ================================================================= -->
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<record id="mail_template_assessment_complete_authorizer" model="mail.template">
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<field name="name">Assessment Complete - Authorizer Notification</field>
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<field name="model_id" ref="model_fusion_assessment"/>
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<field name="subject">Assessment Complete: {{ object.reference }} - {{ object.client_name }}</field>
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<field name="email_from">{{ (object.sales_rep_id.company_id.email or 'noreply@example.com') }}</field>
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<field name="email_to">{{ object.authorizer_id.email }}</field>
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<field name="body_html" type="html">
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<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
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<div style="height:4px;background-color:#38a169;"></div>
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<div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
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<p style="color:#38a169;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;"><t t-out="object.sales_rep_id.company_id.name or object.env.company.name"/></p>
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<h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">Assessment Complete</h2>
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<p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">The assessment for <strong style="color:#2d3748;"><t t-out="object.client_name"/></strong> has been completed and a sale order has been created.</p>
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<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
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<tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Assessment Details</td></tr>
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<tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Reference</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.reference"/></td></tr>
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<tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Client</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.client_name"/></td></tr>
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<tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.assessment_date" t-options='{"widget": "date"}'/></td></tr>
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<t t-if="object.sale_order_id">
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<tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Sale Order</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.sale_order_id.name"/></td></tr>
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</t>
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</table>
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<div style="border-left:3px solid #38a169;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
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<p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;"><strong>Next steps:</strong> Please submit the ADP application (including pages 11-12 signed by the client) so we can proceed with the claim submission.</p>
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</div>
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<p style="text-align:center;margin:28px 0;"><a href="/my/authorizer" style="display:inline-block;background:#38a169;color:#ffffff;padding:12px 28px;text-decoration:none;border-radius:6px;font-size:14px;font-weight:600;">View in Portal</a></p>
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<p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">Best regards,<br/><strong><t t-out="object.sales_rep_id.name or 'The Team'"/></strong></p>
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</div>
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<div style="padding:16px 28px;text-align:center;"><p style="color:#a0aec0;font-size:11px;margin:0;">This is an automated notification from the ADP Claims Management System.</p></div>
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</div>
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</field>
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<field name="auto_delete" eval="False"/>
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</record>
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<!-- ================================================================= -->
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<!-- Email Template: Assessment Complete - To Client -->
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<!-- ================================================================= -->
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<record id="mail_template_assessment_complete_client" model="mail.template">
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<field name="name">Assessment Complete - Client Notification</field>
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<field name="model_id" ref="model_fusion_assessment"/>
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<field name="subject">Your Assessment is Complete - {{ object.reference }}</field>
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<field name="email_from">{{ (object.sales_rep_id.company_id.email or 'noreply@example.com') }}</field>
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<field name="email_to">{{ object.client_email }}</field>
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<field name="body_html" type="html">
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<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
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<div style="height:4px;background-color:#2B6CB0;"></div>
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<div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
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<p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;"><t t-out="object.sales_rep_id.company_id.name or object.env.company.name"/></p>
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<h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">Assessment Complete</h2>
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<p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">Dear <strong style="color:#2d3748;"><t t-out="object.client_name"/></strong>, thank you for completing your assessment with us.</p>
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<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
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<tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Summary</td></tr>
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<tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Reference</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.reference"/></td></tr>
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<tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.assessment_date" t-options='{"widget": "date"}'/></td></tr>
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<t t-if="object.authorizer_id">
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<tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Therapist</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.authorizer_id.name"/></td></tr>
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</t>
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</table>
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<div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
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<p style="margin:0 0 8px 0;font-size:14px;color:#2d3748;font-weight:600;">What happens next:</p>
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<ol style="margin:0;padding-left:20px;font-size:14px;line-height:1.6;color:#2d3748;">
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<li>Your assessment will be reviewed by our team</li>
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<li>We will submit the ADP application on your behalf</li>
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<li>You will be notified once approval is received</li>
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<li>Your equipment will be ordered and delivered</li>
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</ol>
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</div>
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<p style="color:#2d3748;font-size:14px;line-height:1.5;">If you have any questions, please do not hesitate to contact us.</p>
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||||
<p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">Best regards,<br/><strong><t t-out="object.sales_rep_id.name or 'The Team'"/></strong></p>
|
||||
</div>
|
||||
<div style="padding:16px 28px;text-align:center;"><p style="color:#a0aec0;font-size:11px;margin:0;">This is an automated notification from the ADP Claims Management System.</p></div>
|
||||
</div>
|
||||
</field>
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||||
<field name="auto_delete" eval="False"/>
|
||||
</record>
|
||||
|
||||
<!-- ================================================================= -->
|
||||
<!-- Email Template: Document Uploaded -->
|
||||
<!-- ================================================================= -->
|
||||
<record id="mail_template_document_uploaded" model="mail.template">
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||||
<field name="name">Authorizer Portal: Document Uploaded</field>
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||||
<field name="model_id" ref="sale.model_sale_order"/>
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<field name="subject">New Document Uploaded: {{ object.name }}</field>
|
||||
<field name="email_from">{{ (object.company_id.email or 'noreply@example.com') }}</field>
|
||||
<field name="email_to">{{ object.x_fc_authorizer_id.email }}</field>
|
||||
<field name="body_html" type="html">
|
||||
<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
|
||||
<div style="height:4px;background-color:#2B6CB0;"></div>
|
||||
<div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
|
||||
<p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;"><t t-out="object.company_id.name"/></p>
|
||||
<h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">New Document Available</h2>
|
||||
<p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">A new document has been uploaded for case <strong style="color:#2d3748;"><t t-out="object.name"/></strong> (<t t-out="object.partner_id.name"/>).</p>
|
||||
<p style="text-align:center;margin:28px 0;"><a href="/my/authorizer" style="display:inline-block;background:#2B6CB0;color:#ffffff;padding:12px 28px;text-decoration:none;border-radius:6px;font-size:14px;font-weight:600;">View in Portal</a></p>
|
||||
<p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">Best regards,<br/><strong><t t-out="object.company_id.name"/></strong></p>
|
||||
</div>
|
||||
<div style="padding:16px 28px;text-align:center;"><p style="color:#a0aec0;font-size:11px;margin:0;">This is an automated notification from <t t-out="object.company_id.name"/>.</p></div>
|
||||
</div>
|
||||
</field>
|
||||
<field name="auto_delete" eval="False"/>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
7
fusion_authorizer_portal/data/portal_menu_data.xml
Normal file
7
fusion_authorizer_portal/data/portal_menu_data.xml
Normal file
@@ -0,0 +1,7 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
|
||||
<!-- This file can be used for portal menu customizations if needed -->
|
||||
<!-- Currently, portal menus are handled by the templates -->
|
||||
|
||||
</odoo>
|
||||
432
fusion_authorizer_portal/data/welcome_articles.xml
Normal file
432
fusion_authorizer_portal/data/welcome_articles.xml
Normal file
@@ -0,0 +1,432 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
<data noupdate="1">
|
||||
|
||||
<!-- ================================================================== -->
|
||||
<!-- AUTHORIZER WELCOME ARTICLE TEMPLATE -->
|
||||
<!-- ================================================================== -->
|
||||
<template id="welcome_article_authorizer">
|
||||
<div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
|
||||
<!-- Header -->
|
||||
<div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
|
||||
<h1 style="color: white; margin: 0; font-size: 28px;">Welcome to the Authorizer Portal</h1>
|
||||
<p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
|
||||
<t t-out="company_name"/> - Assistive Devices Program
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<p style="font-size: 15px; line-height: 1.7;">
|
||||
Dear <strong><t t-out="user_name"/></strong>,
|
||||
</p>
|
||||
<p style="font-size: 15px; line-height: 1.7;">
|
||||
Welcome to the <strong><t t-out="company_name"/></strong> Authorizer Portal.
|
||||
This portal is designed to streamline the ADP (Assistive Devices Program) process
|
||||
and keep you connected with your assigned cases.
|
||||
</p>
|
||||
|
||||
<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">What You Can Do</h2>
|
||||
<table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; width: 40px; text-align: center; font-size: 20px;">1</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>View Assigned Cases</strong><br/>
|
||||
Access all ADP cases assigned to you with real-time status updates.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; text-align: center; font-size: 20px;">2</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Complete Assessments</strong><br/>
|
||||
Fill out assessments online with measurements, photos, and specifications.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; text-align: center; font-size: 20px;">3</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Track Application Status</strong><br/>
|
||||
Monitor the progress of ADP applications from submission to approval.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f8f9fa; text-align: center; font-size: 20px;">4</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Upload Documents</strong><br/>
|
||||
Upload ADP applications, signed pages 11 and 12, and supporting documentation.
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Getting Started</h2>
|
||||
<ol style="font-size: 14px; line-height: 1.8;">
|
||||
<li>Navigate to <strong>My Cases</strong> from the portal menu to see your assigned ADP cases.</li>
|
||||
<li>Click on any case to view details, upload documents, or add comments.</li>
|
||||
<li>To start a new assessment, go to <strong>Assessments</strong> and click <strong>New Assessment</strong>.</li>
|
||||
<li>Complete the assessment form with all required measurements and photos.</li>
|
||||
</ol>
|
||||
|
||||
<h2 style="color: #e53e3e; border-bottom: 2px solid #e53e3e; padding-bottom: 8px;">Important Reminders</h2>
|
||||
<div style="background: #fff5f5; border-left: 4px solid #e53e3e; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
|
||||
<ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
|
||||
<li><strong>Assessment Validity:</strong> Assessments are valid for 3 months from the completion date.</li>
|
||||
<li><strong>Application Submission:</strong> Please submit the ADP application promptly after the assessment is completed.</li>
|
||||
<li><strong>Page 11:</strong> Must be signed by the applicant (or authorized agent: spouse, parent, legal guardian, public trustee, or power of attorney).</li>
|
||||
<li><strong>Page 12:</strong> Must be signed by the authorizer and the vendor.</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Need Help?</h2>
|
||||
<p style="font-size: 14px; line-height: 1.7;">
|
||||
If you have any questions or need assistance, please contact our office:
|
||||
</p>
|
||||
<div style="background: #f0f4ff; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
|
||||
<strong><t t-out="company_name"/></strong><br/>
|
||||
Email: <t t-out="company_email"/><br/>
|
||||
Phone: <t t-out="company_phone"/>
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<!-- ================================================================== -->
|
||||
<!-- SALES REP WELCOME ARTICLE TEMPLATE -->
|
||||
<!-- ================================================================== -->
|
||||
<template id="welcome_article_sales_rep">
|
||||
<div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
|
||||
<!-- Header -->
|
||||
<div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
|
||||
<h1 style="color: white; margin: 0; font-size: 28px;">Welcome to the Sales Portal</h1>
|
||||
<p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
|
||||
<t t-out="company_name"/> - Sales Dashboard
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<p style="font-size: 15px; line-height: 1.7;">
|
||||
Dear <strong><t t-out="user_name"/></strong>,
|
||||
</p>
|
||||
<p style="font-size: 15px; line-height: 1.7;">
|
||||
Welcome to the <strong><t t-out="company_name"/></strong> Sales Portal.
|
||||
This is your hub for managing sales orders, completing assessments, and tracking ADP cases.
|
||||
</p>
|
||||
|
||||
<h2 style="color: #5ba848; border-bottom: 2px solid #5ba848; padding-bottom: 8px;">What You Can Do</h2>
|
||||
<table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; width: 40px; text-align: center; font-size: 20px;">1</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Sales Dashboard</strong><br/>
|
||||
View all your sales orders, filter by status, sale type, and search by client name or order number.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">2</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Complete Assessments</strong><br/>
|
||||
Start ADP Express Assessments and Accessibility Assessments (stair lifts, platform lifts, ceiling lifts, ramps, bathroom modifications).
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">3</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Proof of Delivery</strong><br/>
|
||||
Get proof of delivery signed by clients directly from your phone or tablet.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">4</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Loaner Equipment</strong><br/>
|
||||
Track loaner equipment checkouts and returns.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0fff4; text-align: center; font-size: 20px;">5</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Track ADP Cases</strong><br/>
|
||||
Monitor ADP application status from assessment through approval to billing.
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<h2 style="color: #5ba848; border-bottom: 2px solid #5ba848; padding-bottom: 8px;">Getting Started</h2>
|
||||
<ol style="font-size: 14px; line-height: 1.8;">
|
||||
<li>Go to <strong>Sales Dashboard</strong> to see all your cases at a glance.</li>
|
||||
<li>Use the <strong>search bar</strong> and <strong>filters</strong> to quickly find cases by client name, order number, sale type, or status.</li>
|
||||
<li>Click on any case to view full details and take action.</li>
|
||||
<li>To start a new assessment, go to <strong>Assessments</strong> and select the appropriate assessment type.</li>
|
||||
<li>For deliveries, navigate to <strong>Signature Requests</strong> to collect proof of delivery signatures.</li>
|
||||
</ol>
|
||||
|
||||
<h2 style="color: #ff9800; border-bottom: 2px solid #ff9800; padding-bottom: 8px;">Tips for Success</h2>
|
||||
<div style="background: #fff8e1; border-left: 4px solid #ff9800; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
|
||||
<ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
|
||||
<li>Take clear photos during assessments - they will be attached to the case automatically.</li>
|
||||
<li>Complete all required measurements before submitting an assessment.</li>
|
||||
<li>Follow up on cases in <strong>Waiting for Application</strong> status to keep the process moving.</li>
|
||||
<li>Always collect proof of delivery signatures at the time of delivery.</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<h2 style="color: #5ba848; border-bottom: 2px solid #5ba848; padding-bottom: 8px;">Need Help?</h2>
|
||||
<p style="font-size: 14px; line-height: 1.7;">
|
||||
If you have any questions or need assistance, please contact the office:
|
||||
</p>
|
||||
<div style="background: #f0fff4; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
|
||||
<strong><t t-out="company_name"/></strong><br/>
|
||||
Email: <t t-out="company_email"/><br/>
|
||||
Phone: <t t-out="company_phone"/>
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<!-- ================================================================== -->
|
||||
<!-- TECHNICIAN WELCOME ARTICLE TEMPLATE -->
|
||||
<!-- ================================================================== -->
|
||||
<template id="welcome_article_technician">
|
||||
<div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
|
||||
<!-- Header -->
|
||||
<div style="background: linear-gradient(135deg, #3a8fb7 0%, #2e7aad 60%, #1a6b9a 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
|
||||
<h1 style="color: white; margin: 0; font-size: 28px;">Welcome to the Technician Portal</h1>
|
||||
<p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
|
||||
<t t-out="company_name"/> - Delivery and Service
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<p style="font-size: 15px; line-height: 1.7;">
|
||||
Dear <strong><t t-out="user_name"/></strong>,
|
||||
</p>
|
||||
<p style="font-size: 15px; line-height: 1.7;">
|
||||
Welcome to the <strong><t t-out="company_name"/></strong> Technician Portal.
|
||||
This portal helps you manage your assigned deliveries and collect proof of delivery signatures.
|
||||
</p>
|
||||
|
||||
<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">What You Can Do</h2>
|
||||
<table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #fff0f3; width: 40px; text-align: center; font-size: 20px;">1</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>View Assigned Deliveries</strong><br/>
|
||||
See all deliveries assigned to you with client details, addresses, and product information.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #fff0f3; text-align: center; font-size: 20px;">2</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Collect Proof of Delivery</strong><br/>
|
||||
Get the client's signature on the proof of delivery document directly from your device.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #fff0f3; text-align: center; font-size: 20px;">3</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Track Delivery Status</strong><br/>
|
||||
Monitor which deliveries are pending, in progress, or completed.
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Getting Started</h2>
|
||||
<ol style="font-size: 14px; line-height: 1.8;">
|
||||
<li>Navigate to <strong>My Deliveries</strong> to see all deliveries assigned to you.</li>
|
||||
<li>Click on a delivery to view the client details and delivery address.</li>
|
||||
<li>Go to <strong>Signature Requests</strong> to collect proof of delivery signatures.</li>
|
||||
<li>After collecting the signature, the signed POD is automatically attached to the order.</li>
|
||||
</ol>
|
||||
|
||||
<h2 style="color: #e53e3e; border-bottom: 2px solid #e53e3e; padding-bottom: 8px;">Important Reminders</h2>
|
||||
<div style="background: #fff5f5; border-left: 4px solid #e53e3e; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
|
||||
<ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
|
||||
<li><strong>Always get POD signed before leaving.</strong> The proof of delivery is required for billing.</li>
|
||||
<li>Ensure the client's <strong>name</strong> and <strong>date</strong> are filled in on the delivery form.</li>
|
||||
<li>If the client is unavailable, contact the office immediately.</li>
|
||||
<li>Report any product issues or damages to the office right away.</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Need Help?</h2>
|
||||
<p style="font-size: 14px; line-height: 1.7;">
|
||||
If you have any questions or need assistance, please contact the office:
|
||||
</p>
|
||||
<div style="background: #fff0f3; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
|
||||
<strong><t t-out="company_name"/></strong><br/>
|
||||
Email: <t t-out="company_email"/><br/>
|
||||
Phone: <t t-out="company_phone"/>
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<!-- ================================================================== -->
|
||||
<!-- GENERAL PORTAL USER (CLIENT) WELCOME ARTICLE TEMPLATE -->
|
||||
<!-- ================================================================== -->
|
||||
<template id="welcome_article_client">
|
||||
<div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
|
||||
<!-- Header -->
|
||||
<div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
|
||||
<h1 style="color: white; margin: 0; font-size: 28px;">Welcome to Your Portal</h1>
|
||||
<p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
|
||||
<t t-out="company_name"/>
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<p style="font-size: 15px; line-height: 1.7;">
|
||||
Dear <strong><t t-out="user_name"/></strong>,
|
||||
</p>
|
||||
<p style="font-size: 15px; line-height: 1.7;">
|
||||
Welcome to the <strong><t t-out="company_name"/></strong> Portal.
|
||||
Here you can view your orders, track their status, and access your documents.
|
||||
</p>
|
||||
|
||||
<h2 style="color: #3a8fb7; border-bottom: 2px solid #3a8fb7; padding-bottom: 8px;">What You Can Do</h2>
|
||||
<table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0f8ff; width: 40px; text-align: center; font-size: 20px;">1</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>View Your Orders</strong><br/>
|
||||
Access all your orders and track their current status.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0f8ff; text-align: center; font-size: 20px;">2</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Track Status</strong><br/>
|
||||
See real-time updates on your application and delivery status.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #f0f8ff; text-align: center; font-size: 20px;">3</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Access Documents</strong><br/>
|
||||
Download invoices, delivery receipts, and other important documents.
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<h2 style="color: #3a8fb7; border-bottom: 2px solid #3a8fb7; padding-bottom: 8px;">Getting Started</h2>
|
||||
<ol style="font-size: 14px; line-height: 1.8;">
|
||||
<li>Click on <strong>My Orders</strong> from the portal menu to see your orders.</li>
|
||||
<li>Click on any order to view its full details and status.</li>
|
||||
<li>Download documents by clicking the download button next to each file.</li>
|
||||
</ol>
|
||||
|
||||
<h2 style="color: #3a8fb7; border-bottom: 2px solid #3a8fb7; padding-bottom: 8px;">Need Help?</h2>
|
||||
<p style="font-size: 14px; line-height: 1.7;">
|
||||
If you have any questions, please don't hesitate to reach out:
|
||||
</p>
|
||||
<div style="background: #f0f8ff; padding: 15px 20px; border-radius: 8px; font-size: 14px;">
|
||||
<strong><t t-out="company_name"/></strong><br/>
|
||||
Email: <t t-out="company_email"/><br/>
|
||||
Phone: <t t-out="company_phone"/>
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
<!-- ================================================================== -->
|
||||
<!-- INTERNAL STAFF WELCOME ARTICLE TEMPLATE -->
|
||||
<!-- ================================================================== -->
|
||||
<template id="welcome_article_internal">
|
||||
<div style="font-family: Arial, Helvetica, sans-serif; max-width: 800px; margin: 0 auto; color: #333;">
|
||||
<!-- Header -->
|
||||
<div style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); padding: 30px 40px; border-radius: 12px; margin-bottom: 30px;">
|
||||
<h1 style="color: white; margin: 0; font-size: 28px;">Welcome to <t t-out="company_name"/></h1>
|
||||
<p style="color: rgba(255,255,255,0.9); margin: 10px 0 0 0; font-size: 16px;">
|
||||
Fusion Claims - Internal Operations
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<p style="font-size: 15px; line-height: 1.7;">
|
||||
Welcome, <strong><t t-out="user_name"/></strong>!
|
||||
</p>
|
||||
<p style="font-size: 15px; line-height: 1.7;">
|
||||
This is your quick-start guide to the <strong><t t-out="company_name"/></strong> system.
|
||||
Below you'll find an overview of the key areas and how to navigate the system.
|
||||
</p>
|
||||
|
||||
<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">System Overview</h2>
|
||||
<table style="width: 100%; border-collapse: collapse; margin: 15px 0;">
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; width: 40px; text-align: center; font-size: 20px;">1</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>ADP Case Management</strong><br/>
|
||||
Process ADP claims through the full workflow: Assessment, Application, Submission, Approval, Billing, and Case Close.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">2</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Sales Orders</strong><br/>
|
||||
Manage quotations, sales orders, invoicing, and delivery for all sale types (ADP, ODSP, Private, Insurance, etc.).
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">3</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Device Codes</strong><br/>
|
||||
Look up and manage ADP device codes, prices, and serial number requirements.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">4</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Inventory and Loaner Tracking</strong><br/>
|
||||
Manage product inventory, track loaner equipment checkouts and returns.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0; background: #eaf4fd; text-align: center; font-size: 20px;">5</td>
|
||||
<td style="padding: 12px; border: 1px solid #e0e0e0;">
|
||||
<strong>Delivery Management</strong><br/>
|
||||
Assign technicians, track deliveries, and manage proof of delivery documents.
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">ADP Workflow Quick Reference</h2>
|
||||
<div style="background: #f8f9fa; padding: 20px; border-radius: 8px; margin: 15px 0;">
|
||||
<ol style="font-size: 14px; line-height: 2.0; margin: 0;">
|
||||
<li><strong>Quotation</strong> - Create the sales order</li>
|
||||
<li><strong>Assessment Scheduled</strong> - Schedule the client assessment</li>
|
||||
<li><strong>Assessment Completed</strong> - Complete the on-site assessment</li>
|
||||
<li><strong>Waiting for Application</strong> - Wait for the authorizer to submit the application</li>
|
||||
<li><strong>Application Received</strong> - Upload the ADP application and signed pages</li>
|
||||
<li><strong>Ready for Submission</strong> - Verify all documents are ready</li>
|
||||
<li><strong>Application Submitted</strong> - Submit to ADP</li>
|
||||
<li><strong>Accepted / Approved</strong> - ADP accepts and approves the case</li>
|
||||
<li><strong>Ready for Delivery</strong> - Prepare and deliver the product</li>
|
||||
<li><strong>Billed to ADP</strong> - Submit the claim for payment</li>
|
||||
<li><strong>Case Closed</strong> - Finalize the case</li>
|
||||
</ol>
|
||||
</div>
|
||||
|
||||
<h2 style="color: #2e7aad; border-bottom: 2px solid #2e7aad; padding-bottom: 8px;">Key Menu Locations</h2>
|
||||
<table style="width: 100%; border-collapse: collapse; margin: 15px 0; font-size: 14px;">
|
||||
<tr style="background: #eaf4fd;">
|
||||
<td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">ADP Claims</td>
|
||||
<td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Sales menu - ADP Claims - filter by workflow stage</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">Device Codes</td>
|
||||
<td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Sales menu - Configuration - ADP Device Codes</td>
|
||||
</tr>
|
||||
<tr style="background: #eaf4fd;">
|
||||
<td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">Fusion Claims Settings</td>
|
||||
<td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Settings - Fusion Claims (scroll down)</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td style="padding: 10px 12px; border: 1px solid #e0e0e0; font-weight: bold;">Contacts (Authorizers)</td>
|
||||
<td style="padding: 10px 12px; border: 1px solid #e0e0e0;">Contacts - filter by "Authorizers"</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<h2 style="color: #ff9800; border-bottom: 2px solid #ff9800; padding-bottom: 8px;">Tips</h2>
|
||||
<div style="background: #fff8e1; border-left: 4px solid #ff9800; padding: 15px; margin: 15px 0; border-radius: 0 8px 8px 0;">
|
||||
<ul style="margin: 0; padding-left: 20px; font-size: 14px; line-height: 1.8;">
|
||||
<li>Use <strong>filters and search</strong> to quickly find cases by status, client, or authorizer.</li>
|
||||
<li>Check the <strong>chatter</strong> (message log) on each case for the full history of changes and communications.</li>
|
||||
<li>Use the <strong>status bar</strong> at the top of each case to see where it is in the workflow.</li>
|
||||
<li>All automated emails are logged in the chatter for audit purposes.</li>
|
||||
<li>Use <strong>scheduled activities</strong> to set reminders and follow-ups.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
|
||||
</data>
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user