73ee48e7c9
Maintenance contracts - New fusion.repair.maintenance.contract model: one per partner + product + lot. Fields: interval_months, last_service_date, next_due_date, state, booking_token (secrets.token_urlsafe), last_reminder_band (30 / 7 / 1), booking_repair_id - roll_next_due_date() advances the cycle by interval_months and resets the band / booked-repair so the next cycle starts fresh - sale.order._spawn_maintenance_contracts() creates contracts for delivered SOs whose product has x_fc_maintenance_interval_months > 0 (called from Phase 3 hooks; ready for cron / on-state change wiring) Reminder cron - Daily ir.cron at 07:00 -> cron_send_due_reminders() - Sends email at 30 / 7 / 1 day bands before next_due_date; tracks last_reminder_band so we never re-send the same band in one cycle - Master toggle via ir.config_parameter fusion_repairs.enable_email_notifications Public client booking portal - /repairs/maintenance/book/<token> GET landing page with a date input - /repairs/maintenance/book/<token>/confirm POST creates a repair.order via contract.create_repair_from_booking() (source='client_portal') - Idempotent: existing booking shows "already booked" instead of spawning a duplicate - Invalid / expired tokens render a friendly "link not valid" page Mail template - email_template_maintenance_due_reminder with 4px green accent bar, 600px max-width, dark/light safe; renders the tokenized booking CTA button directly to /repairs/maintenance/book/<token> Backend - Maintenance Contracts list / form with statusbar + chatter - Menu under Operations -> Maintenance Contracts - Sequence MC/##### for contract reference - Access rules: User read, Dispatcher write, Manager full Verified end-to-end on local westin-v19: - Contract MC/00003 created due in 7 days - cron_send_due_reminders() fires the 7-day band; second invocation skips (idempotent) - create_repair_from_booking() spawns BR-WA/RO/00014 with x_fc_intake_source='client_portal' and links it back to the contract - HTTP GET /repairs/maintenance/book/<token> -> 200 with the date input and contract reference visible in the page Co-authored-by: Cursor <cursoragent@cursor.com>
150 lines
11 KiB
XML
150 lines
11 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<!--
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Fusion Repairs Mail Templates.
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Styling: 4px accent bar, 600px max-width, dark/light safe.
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Mirrors fusion_claims/data/mail_template_data.xml ADP templates for consistency.
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-->
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<odoo>
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<data noupdate="1">
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<!-- ============================================================== -->
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<!-- Repair Intake Received - Client Confirmation -->
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<!-- ============================================================== -->
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<record id="email_template_intake_received_client" model="mail.template">
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<field name="name">Repair: Intake Received (Client)</field>
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<field name="model_id" ref="repair.model_repair_order"/>
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<field name="subject">{{ object.company_id.name }} - Service Call {{ object.name or 'received' }}</field>
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<field name="email_from">{{ (object.user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
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<field name="partner_to">{{ object.partner_id.id }}</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;">
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<div style="height:4px;background-color:#2B6CB0;"></div>
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<div style="padding:32px 28px;">
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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;">
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<t t-out="object.company_id.name"/>
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</p>
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<h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">We received your service request</h2>
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<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
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Hello <t t-out="object.partner_id.name or 'there'"/>, thank you for letting us know about your equipment.
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Your service call reference is <strong><t t-out="object.name"/></strong>.
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</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;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>
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<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>
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<t t-if="object.product_id">
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<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>
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</t>
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<t t-if="object.schedule_date">
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<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>
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</t>
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<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>
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</table>
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<div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;">
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<p style="margin:0;font-size:14px;line-height:1.5;">
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A team member will be in touch shortly to confirm the next steps.
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If you need to reach us before then, please contact our office directly.
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</p>
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</div>
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<t t-if="not is_html_empty(object.user_id.signature)" data-o-mail-quote-container="1">
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<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>
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</t>
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</div>
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</div>
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</field>
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<field name="lang">{{ object.partner_id.lang }}</field>
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<field name="auto_delete" eval="True"/>
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</record>
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<!-- ============================================================== -->
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<!-- Maintenance Due Reminder -->
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<!-- ============================================================== -->
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<record id="email_template_maintenance_due_reminder" model="mail.template">
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<field name="name">Repair: Maintenance Due Reminder</field>
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<field name="model_id" ref="model_fusion_repair_maintenance_contract"/>
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<field name="subject">{{ object.company_id.name }} - Time to schedule your equipment maintenance</field>
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<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
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<field name="partner_to">{{ object.partner_id.id }}</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;">
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<div style="height:4px;background-color:#38a169;"></div>
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<div style="padding:32px 28px;">
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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;">
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<t t-out="object.company_id.name"/>
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</p>
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<h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Your equipment is due for maintenance</h2>
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<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
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Hello <t t-out="object.partner_id.name or 'there'"/>, your
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<strong><t t-out="object.product_id.display_name or 'equipment'"/></strong>
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is due for its next scheduled maintenance visit on
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<strong><t t-out="object.next_due_date" t-options="{'widget': 'date'}"/></strong>.
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</p>
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<div style="text-align:center;margin:0 0 24px 0;">
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<a t-attf-href="/repairs/maintenance/book/{{ object.booking_token }}"
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style="display:inline-block;padding:14px 28px;background-color:#38a169;color:#ffffff;text-decoration:none;border-radius:6px;font-size:16px;font-weight:600;">
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Book my maintenance visit
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</a>
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</div>
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<div style="border-left:3px solid #38a169;padding:12px 16px;margin:0 0 24px 0;">
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<p style="margin:0;font-size:14px;line-height:1.5;">
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Regular maintenance keeps your equipment safe and reliable. Use the
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button above to confirm and we will reach out to schedule a time that works for you.
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</p>
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</div>
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<p style="opacity:0.55;font-size:12px;margin:0;">
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Contract reference <strong><t t-out="object.name"/></strong>.
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If you no longer have this equipment, you can ignore this email.
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</p>
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</div>
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</div>
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</field>
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<field name="lang">{{ object.partner_id.lang }}</field>
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<field name="auto_delete" eval="True"/>
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</record>
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<!-- ============================================================== -->
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<!-- Repair Intake Received - Office Notification -->
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<!-- ============================================================== -->
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<record id="email_template_intake_received_office" model="mail.template">
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<field name="name">Repair: Intake Received (Office)</field>
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<field name="model_id" ref="repair.model_repair_order"/>
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<field name="subject">[New Service Call] {{ object.partner_id.name or 'Walk-in' }} - {{ object.name or 'n/a' }}</field>
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<field name="email_from">{{ (object.user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</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;">
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<div style="height:4px;background-color:#d69e2e;"></div>
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<div style="padding:32px 28px;">
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<p style="color:#d69e2e;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
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Internal: New Service Call
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</p>
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<h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">A new repair has been submitted</h2>
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<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
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Submitted by <strong><t t-out="object.x_fc_intake_user_id.name or object.user_id.name or 'system'"/></strong>
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via the <strong><t t-out="dict(object._fields['x_fc_intake_source'].selection).get(object.x_fc_intake_source) or 'intake'"/></strong>.
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</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;opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid rgba(128,128,128,0.25);">Details</td></tr>
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<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>
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<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>
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<t t-if="object.partner_id.phone">
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<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>
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</t>
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<t t-if="object.product_id">
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<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>
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</t>
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<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>
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<t t-if="object.x_fc_third_party_equipment">
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<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>
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</t>
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<t t-if="object.under_warranty">
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<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>
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</t>
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</table>
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</div>
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</div>
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</field>
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<field name="auto_delete" eval="True"/>
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</record>
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</data>
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</odoo>
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