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Odoo-Modules/fusion_repairs/data/mail_template_data.xml
gsinghpal eb186cac3c feat(fusion_repairs): Bundle 11 - CS guided troubleshooting flowcharts + vendor PO 
Two big workflow additions:

1. Visual drag-and-drop flowchart designer (Drawflow) + card-by-card runner
   (with show-whole-tree toggle) so admins build per-(category, symptom)
   decision trees with embedded photos/videos and CS walks callers through
   them on the phone. Resolved-on-call closes the repair; escalated copies
   the full transcript into internal_notes so the dispatched tech sees what
   was already tried before they arrive at the client.

2. Vendor + draft-PO + factory-tracking on the part-order capture. Tech on
   the phone with the factory picks the vendor from contacts, types the OEM
   part #, cost, ETA date (calendar widget), factory ticket #, RA #, ticks
   under_warranty, and the system auto-creates a draft purchase.order with
   the right product (looked up or created from OEM) + activity for the
   office on the ETA day + client email with ETA prominently shown and
   cost intentionally omitted.

NEW MODELS

fusion.repair.symptom.class - lookup table (category + name + code).
  Replaces the flat x_fc_issue_category Char on repair.order. Seeded with
  7 stairlift symptoms + lighter coverage for hospital bed / porch lift /
  lift chair. Equipment Class added to fusion.repair.product.category
  (this carried over from the Bundle 10 plan).

fusion.repair.flowchart + .node + .edge - design-time graph.
  - flowchart has name, category, symptom, version, published flag,
    canvas_layout (Drawflow JSON), node_ids, edge_ids, computed start_node
  - node has node_type (question / suggestion / info / outcome),
    content_html, media_ids (M2M ir.attachment for photos + videos),
    is_start, outcome_kind (resolved / escalate / order_part),
    canvas_x/y for Drawflow round-trip
  - edge has source, target, label, sequence - supports N-ary branching
    (not just Yes/No)
  - designer_load() and designer_save(payload) RPC API the OWL component
    consumes; save is atomic-replace + bumps version + soft-validates

fusion.repair.flowchart.run + .step - runtime sessions.
  - One run per repair, audited; runtime_start_or_resume() returns the
    existing in-progress run or creates a fresh one for the matching chart
  - runtime_choose(edge_id, cs_note) records a step + advances current_node
  - runtime_complete(outcome) snapshots final node + calls _apply_outcome:
      resolved   -> auto-close via action_repair_start + action_repair_end,
                    set x_fc_resolved_on_call, post transcript to chatter
      escalated  -> prepend transcript to repair.internal_notes so the tech
                    sees it first when they open the form
      order_part -> chatter note; tech opens visit-report wizard next
      abandoned  -> just save transcript
  - Each step snapshots node_name + chosen_label at write time so the
    transcript survives later chart edits without breaking.

REPAIR.ORDER EXTENSIONS

- x_fc_symptom_class_id (M2O) - new structured symptom field
- x_fc_resolved_on_call (Boolean, tracked) - true after a resolved outcome
- x_fc_flowchart_run_ids + x_fc_flowchart_run_count
- action_start_troubleshoot() - opens the runner client action, raises a
  helpful UserError if no symptom set or no published chart exists
- action_view_flowchart_runs() smart button
- x_fc_issue_category renamed string to "(legacy)" - kept for back-compat
  + AI prompt context; new intakes set the M2O

DRAWFLOW DESIGNER (OWL)

static/src/lib/drawflow/drawflow.min.{js,css} - vendored Drawflow 0.0.59
  (MIT). Loaded only in web.assets_backend, ~48KB total.

components/flowchart_designer/flowchart_designer.{js,xml,scss}:
  - Client action "fusion_repair_flowchart_designer" with full drag-drop
    canvas + zoom + pan
  - 4 custom node templates color-banded by type (question blue,
    suggestion green, info gray, outcome red/green/amber per outcome_kind)
  - Right-panel editor for selected node: title, type, outcome kind,
    content (HTML), media uploader (drag-drop or click), set-as-start
    toggle, per-outgoing-edge label editor
  - Save serializes Drawflow JSON to canvas_layout + atomic-replaces the
    structured node/edge rows via the designer_save RPC

CARD RUNNER (OWL)

components/flowchart_runner/flowchart_runner.{js,xml,scss}:
  - Client action "fusion_repair_flowchart_runner"
  - DEFAULT MODE: card-by-card. One big card per node, embedded photos +
    inline <video controls>, answer buttons sized for phone use, CS note
    textarea (saved as cs_note on the step), running transcript at the
    bottom
  - TOGGLE: "Show Whole Tree" loads the same Drawflow lib in read-only
    fixed mode, imports the canvas_layout JSON, highlights current node
    yellow / visited green via .fr-current / .fr-visited classes
  - Outcome buttons drive the right runtime_complete() call; success
    notifications + auto-return to the parent repair form
  - "Abandon & Escalate" header button at all times - transcript is saved
    even on bail-out so the dispatched tech still benefits

PART ORDER + VENDOR PO

repair.part.order new fields:
  vendor_partner_id (M2O res.partner, is_company domain), purchase_order_id
  (auto-created draft PO), product_id (auto-resolved or created),
  unit_cost (Monetary) + currency_id, internal_po_ref, factory_ticket_ref,
  factory_ra_number, under_warranty.

action_create_draft_po() - resolves product.product by OEM (default_code)
  or creates a new one in a "Spare Parts" product.category, creates a
  purchase.order in draft state with one line (product + qty + price_unit
  + date_planned from expected_date or +7d), stamps Westin's internal PO
  ref as partner_ref so the factory can find it on return. Office reviews
  and confirms via the normal Odoo flow.

_schedule_eta_activity() - schedules a Repair: Assign Technician activity
  on the parent repair.order due on expected_date, assigned to
  repair.user_id, so the office is reminded to call the client and book
  the return visit on the day parts arrive.

VISIT-REPORT WIZARD PARTLINE EXTENSIONS

Same new fields exposed inline on the partline list so the tech captures
everything on the phone with the factory in one form:
  vendor_partner_id (vendors-only filter), unit_cost + currency,
  expected_date (calendar widget) replacing expected_lead_days as the
  preferred input, under_warranty, internal_po_ref, factory_ticket_ref,
  factory_ra_number, create_draft_po (default True - auto-builds PO on
  submit when vendor + cost are both set).

CLIENT EMAIL TIGHTENED

email_template_parts_ordered:
  - Subject now includes ETA "Parts ordered for your stairlift - expected 2026-06-06"
  - Hero ETA panel: large blue-bordered card with "Expected Arrival" label
    and the date in 24px bold
  - Cost INTENTIONALLY OMITTED - "Our office will call you to confirm a
    return visit time. If you have any questions about pricing or
    scheduling, please reach out to our office directly."
  - "There is nothing for you to do right now." callout

UI

- repair.order form header: new "Start Troubleshooting" button (info
  style, sitemap icon, visible when state in (draft, confirmed,
  under_repair) AND symptom is set)
- repair.order form intake row: x_fc_symptom_class_id picker filtered to
  the category, x_fc_resolved_on_call display when true
- repair.part.order form: header button "Create Draft Purchase Order"
  + new Vendor / Cost / Warranty group + System group with the PO link
- Intake wizard equipment line: symptom_class_id picker
- New menus:
    Configuration > Symptom Classes
    Configuration > Troubleshooting Flowcharts
    Fusion Repairs > Troubleshooting Sessions (run history)

SECURITY

18 new ACL rows for the 6 new models, scoped Manager-full / User-read /
FieldTech-read. Flowchart runs and steps get write access for User so CS
can record steps; Manager owns flowchart + node + edge CRUD.

POST-MIGRATION (19.0.2.2.0)

Existing installs: walks all distinct (category, x_fc_issue_category) text
pairs on repair.order, creates a placeholder fusion.repair.symptom.class
per pair (or reuses an existing match by code/name), back-fills the new
x_fc_symptom_class_id M2O. Idempotent + safe to re-run.

DEPENDENCY

Added 'purchase' to depends (action_create_draft_po needs purchase.order).

VERIFIED END-TO-END on local westin-v19 (Margaret persona, 0 bugs):

  STEP 0 seed: chart v1 8 nodes / 12 edges / published, 7 stairlift
                  symptoms, stairlift class=lift_elevating
  STEP 1 CS creates RO-202605-60 with symptom Not Moving
  STEP 2 Start Troubleshooting -> client action tag returned
  STEP 3 walk run: Power on? Yes -> Seatbelt? Yes -> Swivel? Yes ->
                   outcome 'Still not moving - dispatch technician'
                   (outcome_kind=escalate)
  STEP 4 runtime_complete('escalated') -> internal_notes prepended with
                   CS troubleshooting summary
  STEP 5 visit-report parts_needed with vendor Handicare + cost $425 +
                   warranty + factory refs -> PART-00008 created + draft
                   PO 26690 auto-built with line "Handicare 1100 control
                   board" qty 1 @ $425, partner_ref WH-2026-1042
  STEP 6 mark_ordered -> client email queued (NO cost mentioned, ETA
                   shown prominently) + office activity scheduled for
                   2026-06-06
  STEP 7 fresh resume returns same run; resolved outcome auto-closes the
                   repair (state=done, x_fc_resolved_on_call=True)

Bumped to 19.0.2.2.0.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-27 12:50:06 -04:00

506 lines
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XML
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<?xml version="1.0" encoding="utf-8"?>
<!--
Fusion Repairs Mail Templates.
Styling: 4px accent bar, 600px max-width, dark/light safe.
Mirrors fusion_claims/data/mail_template_data.xml ADP templates for consistency.
-->
<odoo>
<data noupdate="1">
<!-- ============================================================== -->
<!-- Repair Intake Received - Client Confirmation -->
<!-- ============================================================== -->
<record id="email_template_intake_received_client" model="mail.template">
<field name="name">Repair: Intake Received (Client)</field>
<field name="model_id" ref="repair.model_repair_order"/>
<field name="subject">{{ object.company_id.name }} - Service Call {{ object.name or 'received' }}</field>
<field name="email_from">{{ (object.user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="partner_to">{{ object.partner_id.id }}</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;">
<div style="height:4px;background-color:#2B6CB0;"></div>
<div style="padding:32px 28px;">
<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="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">We received your service request</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
Hello <t t-out="object.partner_id.name or 'there'"/>, thank you for letting us know about your equipment.
Your service call reference is <strong><t t-out="object.name"/></strong>.
</p>
<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
<tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid rgba(128,128,128,0.25);">Service Call Details</td></tr>
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
<t t-if="object.product_id">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.product_id.display_name"/></td></tr>
</t>
<t t-if="object.schedule_date">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Scheduled</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.schedule_date" t-options="{'widget': 'datetime'}"/></td></tr>
</t>
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;">Status</td><td style="padding:10px 14px;font-size:14px;"><t t-out="dict(object._fields['state'].selection).get(object.state)"/></td></tr>
</table>
<div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;">
<p style="margin:0;font-size:14px;line-height:1.5;">
A team member will be in touch shortly to confirm the next steps.
If you need to reach us before then, please contact our office directly.
</p>
</div>
<t t-if="not is_html_empty(object.user_id.signature)" data-o-mail-quote-container="1">
<div data-o-mail-quote="1">--<br data-o-mail-quote="1"/><t t-out="object.user_id.signature or ''" data-o-mail-quote="1"/></div>
</t>
</div>
</div>
</field>
<field name="lang">{{ object.partner_id.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- X2: Day-before visit reminder -->
<!-- ============================================================== -->
<record id="email_template_visit_day_before" model="mail.template">
<field name="name">Repair: Day-Before Visit Reminder</field>
<field name="model_id" ref="repair.model_repair_order"/>
<field name="subject">Reminder: technician visit tomorrow for {{ object.name }}</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="partner_to">{{ object.partner_id.id }}</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;">
<div style="height:4px;background-color:#2B6CB0;"></div>
<div style="padding:32px 28px;">
<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="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Reminder: our technician visits tomorrow</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
Hello <t t-out="object.partner_id.name or 'there'"/>, this is a friendly
reminder that your service call <strong><t t-out="object.name"/></strong>
is scheduled for tomorrow.
</p>
<!-- H3: pull the SPECIFIC task via context (cron passes reminder_task_id);
fall back to the first task otherwise so manual sends still work. -->
<t t-set="task_id" t-value="ctx.get('reminder_task_id') if ctx else False"/>
<t t-set="task" t-value="env['fusion.technician.task'].browse(task_id) if task_id else object.x_fc_technician_task_ids[:1]"/>
<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
<t t-if="task">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Scheduled</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="task.scheduled_date" t-options="{'widget': 'date'}"/></td></tr>
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Technician</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="task.technician_id.name or 'TBC'"/></td></tr>
</t>
<t t-if="object.product_id">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.product_id.display_name"/></td></tr>
</t>
</table>
<div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;">
<p style="margin:0;font-size:14px;line-height:1.5;">
<strong>Need to reschedule?</strong> Reply to this email or call our office.
Please make sure the equipment is accessible and any pets are secured.
</p>
</div>
</div>
</div>
</field>
<field name="lang">{{ object.partner_id.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- X4: Post-visit NPS / Google review -->
<!-- ============================================================== -->
<record id="email_template_post_visit_nps" model="mail.template">
<field name="name">Repair: Post-Visit NPS</field>
<field name="model_id" ref="repair.model_repair_order"/>
<field name="subject">How did we do, {{ object.partner_id.name or 'there' }}?</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="partner_to">{{ object.partner_id.id }}</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;">
<div style="height:4px;background-color:#38a169;"></div>
<div style="padding:32px 28px;">
<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.company_id.name"/>
</p>
<h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Thanks for trusting us with your equipment</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
Your service call <strong><t t-out="object.name"/></strong> is complete.
We would love to hear how it went - your feedback helps other clients
find us and helps us improve.
</p>
<!-- H4: URL-encode the company name so the fallback URL survives ampersands + spaces. -->
<t t-set="review_url" t-value="object.company_id.x_fc_google_review_url or ('https://www.google.com/search?' + url_encode({'q': object.company_id.name or ''}))"/>
<div style="text-align:center;margin:0 0 24px 0;">
<a t-att-href="review_url"
style="display:inline-block;padding:14px 28px;background-color:#38a169;color:#ffffff;text-decoration:none;border-radius:6px;font-size:16px;font-weight:600;">
Leave a Google review
</a>
</div>
<p style="opacity:0.55;font-size:12px;margin:0;">
If anything is not right, please reply directly to this email - we will make it right.
</p>
</div>
</div>
</field>
<field name="lang">{{ object.partner_id.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- Bundle 8: Rush service technician alert (mid-shift squeeze) -->
<!-- ============================================================== -->
<record id="email_template_rush_tech_alert" model="mail.template">
<field name="name">Repair: Rush Squeeze - Tech Alert</field>
<field name="model_id" ref="repair.model_repair_order"/>
<field name="subject">URGENT: {{ object.partner_id.name or 'rush client' }} added to your route - {{ object.name }}</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</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;">
<div style="height:4px;background-color:#c53030;"></div>
<div style="padding:32px 28px;">
<p style="color:#c53030;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
Rush stop added to your day
</p>
<h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;">A rush call was squeezed into your route</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
Office added this between your existing stops. Please re-sequence
your day and head over as soon as you can finish your current job.
</p>
<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Repair</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Client</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.name or '?'"/></td></tr>
<t t-if="object.partner_id.phone">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Phone</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><a t-attf-href="tel:{{ object.partner_id.phone }}"><t t-out="object.partner_id.phone"/></a></td></tr>
</t>
<t t-if="object.x_fc_repair_category_id">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_repair_category_id.name"/></td></tr>
</t>
<t t-if="object.partner_id.street or object.partner_id.city">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Address</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.street or ''"/>, <t t-out="object.partner_id.city or ''"/></td></tr>
</t>
<t t-if="object.x_fc_rush_surcharge">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;">Rush Surcharge</td><td style="padding:10px 14px;font-size:14px;color:#c53030;font-weight:600;">$<t t-out="object.x_fc_rush_surcharge"/></td></tr>
</t>
</table>
<p style="margin:0;font-size:13px;color:#888;">
Open the task in your tech portal to see the full route and tap Start Timer when you arrive.
</p>
</div>
</div>
</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- Bundle 8: Repair awaiting parts (client comms) -->
<!-- ============================================================== -->
<record id="email_template_repair_awaiting_parts" model="mail.template">
<field name="name">Repair: Awaiting Parts (Client)</field>
<field name="model_id" ref="repair.model_repair_order"/>
<field name="subject">{{ object.company_id.name }} - update on your repair {{ object.name }}</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="partner_to">{{ object.partner_id.id }}</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;">
<div style="height:4px;background-color:#d97706;"></div>
<div style="padding:32px 28px;">
<p style="color:#d97706;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="font-size:22px;font-weight:700;margin:0 0 6px 0;">We found the problem - here's the plan</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
Hello <t t-out="object.partner_id.name or 'there'"/>, our technician
diagnosed your equipment today but needs a part we don't carry on the
truck. We're ordering it right away from the manufacturer.
</p>
<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:40%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
<t t-if="object.x_fc_parts_eta_date">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;">Expected return visit</td><td style="padding:10px 14px;font-size:14px;color:#d97706;font-weight:600;">~<t t-out="object.x_fc_parts_eta_date" t-options="{'widget': 'date'}"/></td></tr>
</t>
</table>
<div style="border-left:3px solid #d97706;padding:12px 16px;margin:0 0 24px 0;">
<p style="margin:0;font-size:14px;line-height:1.5;">
<strong>What happens next:</strong>
</p>
<ol style="margin:8px 0 0 0;font-size:14px;line-height:1.6;">
<li>We order the parts from the manufacturer today.</li>
<li>When the parts arrive at our warehouse, we'll email you with a confirmed visit date.</li>
<li>You don't need to do anything in the meantime.</li>
</ol>
</div>
<p style="opacity:0.55;font-size:12px;margin:0;">
Questions? Reply to this email or call our office. Reference: <t t-out="object.name"/>.
</p>
</div>
</div>
</field>
<field name="lang">{{ object.partner_id.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- Bundle 8: Specific parts ordered (per part) -->
<!-- ============================================================== -->
<record id="email_template_parts_ordered" model="mail.template">
<field name="name">Repair: Parts Ordered (Client)</field>
<field name="model_id" ref="model_fusion_repair_part_order"/>
<field name="subject">Parts ordered for your {{ object.repair_order_id.x_fc_repair_category_id.name or 'equipment' }} - expected {{ object.expected_date }}</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="partner_to">{{ object.partner_id.id }}</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;">
<div style="height:4px;background-color:#2B6CB0;"></div>
<div style="padding:32px 28px;">
<h2 style="font-size:22px;font-weight:700;margin:0 0 16px 0;">Your part has been ordered</h2>
<!-- ETA front and centre per Bundle 11 spec. No cost shown - the office shares cost separately. -->
<div style="background:#eff6ff;border:1px solid #bfdbfe;border-radius:8px;padding:20px;text-align:center;margin:0 0 20px 0;">
<div style="font-size:13px;color:#1e40af;text-transform:uppercase;letter-spacing:0.05em;margin-bottom:6px;">
Expected arrival
</div>
<div style="font-size:24px;font-weight:700;color:#1e40af;">
<t t-out="object.expected_date" t-options="{'widget': 'date'}"/>
</div>
</div>
<p style="opacity:0.75;font-size:15px;line-height:1.5;margin:0 0 16px 0;">
We have placed the order for the part your
<strong t-out="object.repair_order_id.x_fc_repair_category_id.name or 'equipment'"/>
needs to get you up and running again.
</p>
<table style="width:100%;border-collapse:collapse;margin:0 0 16px 0;">
<tr><td style="padding:8px 14px;opacity:0.6;font-size:13px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Part</td><td style="padding:8px 14px;font-size:13px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.description"/></td></tr>
<tr><td style="padding:8px 14px;opacity:0.6;font-size:13px;border-bottom:1px solid rgba(128,128,128,0.15);">Repair</td><td style="padding:8px 14px;font-size:13px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.repair_order_id.name"/></td></tr>
<tr><td style="padding:8px 14px;opacity:0.6;font-size:13px;">Reference</td><td style="padding:8px 14px;font-size:13px;"><t t-out="object.name"/></td></tr>
</table>
<div style="background:#f9fafb;border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 16px 0;font-size:14px;line-height:1.5;">
<strong>There is nothing for you to do right now.</strong>
Our office will call you as soon as the part arrives at our
warehouse to confirm a return visit time. If you have any
questions about pricing or scheduling, please reach out to
our office directly.
</div>
<p style="opacity:0.55;font-size:12px;margin:0;">
We will email you again the moment the part arrives.
</p>
</div>
</div>
</field>
<field name="lang">{{ object.partner_id.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- Bundle 8: Parts received - re-dispatch coming (client) -->
<!-- ============================================================== -->
<record id="email_template_parts_received" model="mail.template">
<field name="name">Repair: Parts Received (Client)</field>
<field name="model_id" ref="model_fusion_repair_part_order"/>
<field name="subject">Parts arrived - scheduling your return visit ({{ object.repair_order_id.name }})</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="partner_to">{{ object.partner_id.id }}</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;">
<div style="height:4px;background-color:#38a169;"></div>
<div style="padding:32px 28px;">
<h2 style="font-size:22px;font-weight:700;margin:0 0 16px 0;">Good news - your parts arrived</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 16px 0;">
The parts for your repair are in. Our office will call you in the next business day
to confirm a return-visit time. You don't need to do anything right now.
</p>
<p style="opacity:0.55;font-size:12px;margin:0;">Reference: <t t-out="object.repair_order_id.name"/></p>
</div>
</div>
</field>
<field name="lang">{{ object.partner_id.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- M1: Inspection certificate expiry reminder -->
<!-- ============================================================== -->
<record id="email_template_inspection_expiry_reminder" model="mail.template">
<field name="name">Repair: Inspection Certificate Expiry Reminder</field>
<field name="model_id" ref="model_fusion_repair_inspection_certificate"/>
<field name="subject">Your {{ object.product_id.display_name }} inspection certificate expires {{ object.expiry_date }}</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="partner_to">{{ object.partner_id.id }}</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;">
<div style="height:4px;background-color:#d97706;"></div>
<div style="padding:32px 28px;">
<p style="color:#d97706;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="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Annual safety inspection coming due</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
Hello <t t-out="object.partner_id.name or 'there'"/>, the safety inspection
certificate on your <strong><t t-out="object.product_id.display_name"/></strong>
(certificate <strong><t t-out="object.name"/></strong>) expires
<strong><t t-out="object.expiry_date" t-options="{'widget': 'date'}"/></strong>.
Annual re-inspection keeps your equipment compliant with local safety regulations.
</p>
<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:40%;">Certificate</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.product_id.display_name"/></td></tr>
<t t-if="object.lot_id">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Serial</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.lot_id.name"/></td></tr>
</t>
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;">Expires</td><td style="padding:10px 14px;font-size:14px;color:#d97706;font-weight:600;"><t t-out="object.expiry_date" t-options="{'widget': 'date'}"/></td></tr>
</table>
<div style="border-left:3px solid #d97706;padding:12px 16px;margin:0 0 24px 0;">
<p style="margin:0;font-size:14px;line-height:1.5;">
Reply to this email or call our office to book your re-inspection. We will
send our certified technician to confirm everything is safe and renew your
certificate.
</p>
</div>
</div>
</div>
</field>
<field name="lang">{{ object.partner_id.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- On-Call Safety Page -->
<!-- ============================================================== -->
<record id="email_template_on_call_page" model="mail.template">
<field name="name">Repair: On-Call Safety Page</field>
<field name="model_id" ref="repair.model_repair_order"/>
<field name="subject">[SAFETY PAGE] {{ object.partner_id.name or 'Unknown' }} - {{ object.name or 'n/a' }}</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</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;">
<div style="height:4px;background-color:#c53030;"></div>
<div style="padding:32px 28px;">
<p style="color:#c53030;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
URGENT - SAFETY PAGE
</p>
<h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Safety service call requires response</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
A client just submitted a safety-flagged service request via the
<t t-out="dict(object._fields['x_fc_intake_source'].selection).get(object.x_fc_intake_source) or 'intake'"/>.
You have been paged as the on-call manager.
</p>
<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Client</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.name or '?'"/></td></tr>
<t t-if="object.partner_id.phone">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Phone</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.phone"/></td></tr>
</t>
<t t-if="object.x_fc_repair_category_id">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_repair_category_id.name"/></td></tr>
</t>
</table>
<div style="text-align:center;margin:0 0 24px 0;">
<a t-attf-href="/repair/on-call/ack/{{ object.x_fc_on_call_token or '' }}"
style="display:inline-block;padding:14px 28px;background-color:#c53030;color:#ffffff;text-decoration:none;border-radius:6px;font-size:16px;font-weight:600;">
Acknowledge - I will respond
</a>
</div>
<p style="opacity:0.55;font-size:12px;margin:0;">
If you do not acknowledge within 15 minutes, the next on-call
priority will be paged automatically.
</p>
</div>
</div>
</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- Maintenance Due Reminder -->
<!-- ============================================================== -->
<record id="email_template_maintenance_due_reminder" model="mail.template">
<field name="name">Repair: Maintenance Due Reminder</field>
<field name="model_id" ref="model_fusion_repair_maintenance_contract"/>
<field name="subject">{{ object.company_id.name }} - Time to schedule your equipment maintenance</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="partner_to">{{ object.partner_id.id }}</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;">
<div style="height:4px;background-color:#38a169;"></div>
<div style="padding:32px 28px;">
<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.company_id.name"/>
</p>
<h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Your equipment is due for maintenance</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
Hello <t t-out="object.partner_id.name or 'there'"/>, your
<strong><t t-out="object.product_id.display_name or 'equipment'"/></strong>
is due for its next scheduled maintenance visit on
<strong><t t-out="object.next_due_date" t-options="{'widget': 'date'}"/></strong>.
</p>
<div style="text-align:center;margin:0 0 24px 0;">
<a t-attf-href="/repairs/maintenance/book/{{ object.booking_token }}"
style="display:inline-block;padding:14px 28px;background-color:#38a169;color:#ffffff;text-decoration:none;border-radius:6px;font-size:16px;font-weight:600;">
Book my maintenance visit
</a>
</div>
<div style="border-left:3px solid #38a169;padding:12px 16px;margin:0 0 24px 0;">
<p style="margin:0;font-size:14px;line-height:1.5;">
Regular maintenance keeps your equipment safe and reliable. Use the
button above to confirm and we will reach out to schedule a time that works for you.
</p>
</div>
<p style="opacity:0.55;font-size:12px;margin:0;">
Contract reference <strong><t t-out="object.name"/></strong>.
If you no longer have this equipment, you can ignore this email.
</p>
</div>
</div>
</field>
<field name="lang">{{ object.partner_id.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- Repair Intake Received - Office Notification -->
<!-- ============================================================== -->
<record id="email_template_intake_received_office" model="mail.template">
<field name="name">Repair: Intake Received (Office)</field>
<field name="model_id" ref="repair.model_repair_order"/>
<field name="subject">[New Service Call] {{ object.partner_id.name or 'Walk-in' }} - {{ object.name or 'n/a' }}</field>
<field name="email_from">{{ (object.user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="email_to">{{ ','.join(p.email for p in (object.company_id.x_fc_office_notification_ids if 'x_fc_office_notification_ids' in object.company_id._fields else []) if p.email) or (object.company_id.email or '') }}</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;">
<div style="height:4px;background-color:#d69e2e;"></div>
<div style="padding:32px 28px;">
<p style="color:#d69e2e;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
Internal: New Service Call
</p>
<h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">A new repair has been submitted</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
Submitted by <strong><t t-out="object.x_fc_intake_user_id.name or object.user_id.name or 'system'"/></strong>
via the <strong><t t-out="dict(object._fields['x_fc_intake_source'].selection).get(object.x_fc_intake_source) or 'intake'"/></strong>.
</p>
<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
<tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid rgba(128,128,128,0.25);">Details</td></tr>
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Client</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.name or 'Walk-in / unknown'"/></td></tr>
<t t-if="object.partner_id.phone">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Phone</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.phone"/></td></tr>
</t>
<t t-if="object.product_id">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.product_id.display_name"/></td></tr>
</t>
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Urgency</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="dict(object._fields['x_fc_urgency'].selection).get(object.x_fc_urgency) or 'normal'"/></td></tr>
<t t-if="object.x_fc_third_party_equipment">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Third-party</td><td style="padding:10px 14px;color:#d69e2e;font-size:14px;font-weight:600;border-bottom:1px solid rgba(128,128,128,0.15);">Yes - equipment not sold by us</td></tr>
</t>
<t t-if="object.under_warranty">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Warranty</td><td style="padding:10px 14px;color:#38a169;font-size:14px;font-weight:600;border-bottom:1px solid rgba(128,128,128,0.15);">Under warranty</td></tr>
</t>
</table>
</div>
</div>
</field>
<field name="auto_delete" eval="True"/>
</record>
</data>
</odoo>
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