Files
Odoo-Modules/fusion_repairs/data/mail_template_data.xml
gsinghpal c506b53dec feat(fusion_repairs): Bundle 3 - reminders + upsells (X2 + X4 + M3)
X2 Day-before visit reminder email
- New cron 'Fusion Repairs: Day-before visit reminders' (daily at 08:00)
  walks repair.order records with at least one linked
  fusion.technician.task scheduled for tomorrow and not yet reminded.
- Sends mail.template email_template_visit_day_before to the client.
- New x_fc_day_before_reminder_sent flag (copy=False) so the cron
  never re-sends the same reminder.
- Template uses 4px blue accent, 600px max-width, shows the scheduled
  date + technician name + equipment, with a 'reply to reschedule' note.
- Verified: cron flagged the test repair x_fc_day_before_reminder_sent=True
  after running.

X4 Post-visit NPS / Google review email
- New cron 'Fusion Repairs: Send post-visit NPS emails' (hourly)
  finds repairs in state='done' with write_date >= 24h ago and no NPS
  email sent. Sends mail.template email_template_post_visit_nps.
- New x_fc_nps_email_sent flag so we never re-pester clients.
- Template uses 4px green accent + 'Leave a Google review' CTA button
  linking to res.company.x_fc_google_review_url (or a sensible Google
  search fallback when the company hasn't configured a review URL).

M3 Loaner auto-offer for long-running repairs
- Soft-bridges fusion_loaners_management without a hard dep -
  cron_offer_loaner_for_long_repairs returns immediately if the
  fusion.loaner.checkout model isn't installed.
- Walks repair.order records open longer than
  fusion_repairs.loaner_offer_threshold_days (ICP, default 3 days)
  with no existing loaner-offer activity.
- Posts a 'Repair: Offer Loaner' activity (new mail.activity.type)
  assigned to the repair responsible.
- New x_fc_loaner_offered flag to prevent daily re-posting.
- Manual 'Offer Loaner' button on repair header opens the
  fusion.loaner.checkout wizard pre-filled with partner + SO.
- Daily cron runs at 08:30.

Email + ICP + cron wiring:
- 2 new mail.template records (visit_day_before, post_visit_nps)
- 1 new mail.activity.type (loaner_offer)
- 3 new ir.cron records (day-before, NPS, loaner)
- 1 new ir.config_parameter (loaner_offer_threshold_days)
- 1 new header button (Offer Loaner) on repair.order

Verified end-to-end on local westin-v19:
  X2 setup repair: RO-202605-12 task: TASK-00045
     day-before flag after cron: True (expected True)
  M3 loaner model not installed - cron correctly no-op'd
  (no flag set, no activity posted, no error - the soft-dep guard works)

Bumped to 19.0.1.3.0.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-20 23:59:40 -04:00

281 lines
21 KiB
XML

<?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>
<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
<t t-foreach="object.x_fc_technician_task_ids[:1]" t-as="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>
<t t-set="review_url" t-value="object.company_id.x_fc_google_review_url or 'https://www.google.com/search?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>
<!-- ============================================================== -->
<!-- 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>