118 lines
5.5 KiB
XML
118 lines
5.5 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo noupdate="1">
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<!-- ============================================================ -->
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<!-- DEFAULT FOLLOW-UP LEVELS -->
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<!-- ============================================================ -->
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<record id="fusion_followup_level_1" model="fusion.followup.level">
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<field name="name">First Reminder</field>
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<field name="sequence">10</field>
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<field name="delay">15</field>
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<field name="send_email" eval="True"/>
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<field name="send_sms" eval="False"/>
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<field name="send_letter" eval="False"/>
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<field name="join_invoices" eval="True"/>
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<field name="description" type="html">
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<p>Dear Customer,</p>
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<p>We notice that your account has an outstanding balance past the due date.
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We kindly ask you to settle the amount at your earliest convenience.</p>
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<p>If payment has already been made, please disregard this notice.</p>
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<p>Best regards</p>
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</field>
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<field name="company_id" ref="base.main_company"/>
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</record>
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<record id="fusion_followup_level_2" model="fusion.followup.level">
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<field name="name">Second Reminder</field>
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<field name="sequence">20</field>
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<field name="delay">30</field>
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<field name="send_email" eval="True"/>
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<field name="send_sms" eval="False"/>
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<field name="send_letter" eval="True"/>
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<field name="join_invoices" eval="True"/>
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<field name="description" type="html">
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<p>Dear Customer,</p>
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<p>Despite our previous reminder, your account still has an overdue balance.
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We urge you to arrange payment promptly to avoid further action.</p>
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<p>Please contact us immediately if there is a dispute regarding the invoice.</p>
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<p>Best regards</p>
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</field>
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<field name="company_id" ref="base.main_company"/>
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</record>
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<record id="fusion_followup_level_3" model="fusion.followup.level">
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<field name="name">Final Notice</field>
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<field name="sequence">30</field>
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<field name="delay">45</field>
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<field name="send_email" eval="True"/>
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<field name="send_sms" eval="True"/>
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<field name="send_letter" eval="True"/>
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<field name="join_invoices" eval="True"/>
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<field name="description" type="html">
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<p>Dear Customer,</p>
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<p>This is our final notice regarding your overdue account balance.
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Immediate payment is required. Failure to remit payment may result
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in suspension of services and further collection measures.</p>
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<p>Please contact our accounting department without delay.</p>
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<p>Best regards</p>
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</field>
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<field name="company_id" ref="base.main_company"/>
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</record>
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<!-- ============================================================ -->
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<!-- DEFAULT EMAIL TEMPLATE -->
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<!-- ============================================================ -->
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<record id="email_template_fusion_followup_default" model="mail.template">
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<field name="name">Fusion: Payment Follow-up</field>
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="email_from">{{ (object.company_id.email or user.email_formatted) }}</field>
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<field name="subject">{{ object.company_id.name }} - Payment Reminder for {{ object.name }}</field>
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<field name="body_html" type="html">
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<div style="margin: 0; padding: 0; font-family: Arial, sans-serif;">
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<p style="margin: 0 0 12px 0;">
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Dear <t t-out="object.name or 'Customer'"/>,
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</p>
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<p style="margin: 0 0 12px 0;">
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We are writing to remind you that your account with
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<strong><t t-out="object.company_id.name or ''"/></strong>
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has an outstanding balance that is past due.
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</p>
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<p style="margin: 0 0 12px 0;">
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Please arrange payment at your earliest convenience. If you have
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already sent payment, please disregard this notice and accept
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our thanks.
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</p>
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<p style="margin: 0 0 12px 0;">
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Should you have any questions or wish to discuss payment
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arrangements, please do not hesitate to contact us.
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</p>
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<p style="margin: 0 0 4px 0;">Best regards,</p>
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<p style="margin: 0;">
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<t t-out="user.name or ''"/><br/>
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<t t-out="object.company_id.name or ''"/>
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</p>
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</div>
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</field>
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<field name="lang">{{ object.lang }}</field>
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<field name="auto_delete" eval="False"/>
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</record>
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<!-- ============================================================ -->
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<!-- SCHEDULED ACTION (ir.cron) -->
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<!-- ============================================================ -->
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<record id="cron_fusion_followup_check" model="ir.cron">
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<field name="name">Fusion: Payment Follow-up Check</field>
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="state">code</field>
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<field name="code">model.compute_partners_needing_followup()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active" eval="True"/>
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</record>
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</odoo>
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