ef0c096e48
HIGH
H1 X2 reminder flag was per-repair - multi-visit repairs missed reminders
Moved x_fc_day_before_reminder_sent off repair.order onto
fusion.technician.task so each scheduled visit is tracked separately.
Cron now walks tasks directly with state-narrowed repair filter
(confirmed/under_repair only, drops L1's draft inclusion).
H2 X4 NPS cron used write_date - moved on every chatter/invoice write
Added x_fc_done_at Datetime on repair.order, stamped on the first
transition to state=done via write() override. Cron filters on
('x_fc_done_at', '<=', cutoff) instead of write_date.
H3 X2 template's [:1] slice picked an arbitrary task, not tomorrow's
Cron now passes the specific task via with_context(reminder_task_id=...).
Template fetches that task by id; falls back to [:1] only for manual
sends so chatter Send Email composer still works.
H4 NPS Google-Search fallback URL not URL-encoded - breaks on &/spaces
Template now uses url_encode({'q': company_name}) so "Westin & Sons"
produces a working URL instead of truncating at the ampersand.
H5 + L1 Loaner cron fired on drafts and used create_date instead of schedule_date
Domain rewritten to: state in ('confirmed','under_repair'), exclude
quote-only repairs, and EITHER schedule_date <= cutoff OR (schedule_date
is False AND create_date <= cutoff). Added limit=200 ordered by
create_date desc (M6).
MEDIUM
M1 Function-level datetime imports moved to module top
date, datetime, timedelta imported once at the top of repair_order.py,
removed from cron_send_day_before_reminders, cron_send_post_visit_nps,
cron_offer_loaner_for_long_repairs.
M2 _notifications_enabled duplicated - promoted to single source
repair_order._notifications_enabled now delegates to
fusion.repair.intake.service._notifications_enabled() (with a fallback
ICP read if the service AbstractModel isn't available).
M3 self.env.get('model') -> 'model' in self.env (Odoo standard idiom)
Two call sites in repair_order.py converted.
M4 + M5 Bare 'except: continue' + missing logger - operational blindness
Added import logging + _logger to repair_order.py. All three crons now
log exceptions with _logger.exception(). Activity-type ref check now
warns + returns early if the xml id is missing (instead of passing
activity_type_id=False which raises). For X2 and X4 the flag is set
regardless of send-success so we don't retry indefinitely on
permanently-misconfigured partners.
M6 Loaner cron has limit=200 + order='create_date desc'
Caps blast radius if 5000 stale draft repairs ever accumulate.
L1 X2 state filter tightened: was ('not in', ('done','cancel')), now
('in', ('confirmed','under_repair')) so drafts and quote-only don't
email "your tech is coming tomorrow".
Verified - upgrade clean, no errors. Bumped to 19.0.1.3.1.
Co-authored-by: Cursor <cursoragent@cursor.com>
286 lines
21 KiB
XML
286 lines
21 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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<!-- X2: Day-before visit reminder -->
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<!-- ============================================================== -->
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<record id="email_template_visit_day_before" model="mail.template">
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<field name="name">Repair: Day-Before Visit Reminder</field>
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<field name="model_id" ref="repair.model_repair_order"/>
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<field name="subject">Reminder: technician visit tomorrow for {{ object.name }}</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:#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;">Reminder: our technician visits tomorrow</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'"/>, this is a friendly
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reminder that your service call <strong><t t-out="object.name"/></strong>
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is scheduled for tomorrow.
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</p>
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<!-- H3: pull the SPECIFIC task via context (cron passes reminder_task_id);
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fall back to the first task otherwise so manual sends still work. -->
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<t t-set="task_id" t-value="ctx.get('reminder_task_id') if ctx else False"/>
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<t t-set="task" t-value="env['fusion.technician.task'].browse(task_id) if task_id else object.x_fc_technician_task_ids[:1]"/>
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<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
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<t t-if="task">
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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%;">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>
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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);">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>
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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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</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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<strong>Need to reschedule?</strong> Reply to this email or call our office.
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Please make sure the equipment is accessible and any pets are secured.
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</p>
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</div>
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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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<!-- X4: Post-visit NPS / Google review -->
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<!-- ============================================================== -->
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<record id="email_template_post_visit_nps" model="mail.template">
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<field name="name">Repair: Post-Visit NPS</field>
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<field name="model_id" ref="repair.model_repair_order"/>
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<field name="subject">How did we do, {{ object.partner_id.name or 'there' }}?</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;">Thanks for trusting us with your equipment</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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Your service call <strong><t t-out="object.name"/></strong> is complete.
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We would love to hear how it went - your feedback helps other clients
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find us and helps us improve.
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</p>
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<!-- H4: URL-encode the company name so the fallback URL survives ampersands + spaces. -->
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<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 ''}))"/>
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<div style="text-align:center;margin:0 0 24px 0;">
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<a t-att-href="review_url"
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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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Leave a Google review
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</a>
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</div>
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<p style="opacity:0.55;font-size:12px;margin:0;">
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If anything is not right, please reply directly to this email - we will make it right.
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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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<!-- On-Call Safety Page -->
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<!-- ============================================================== -->
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<record id="email_template_on_call_page" model="mail.template">
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<field name="name">Repair: On-Call Safety Page</field>
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<field name="model_id" ref="repair.model_repair_order"/>
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<field name="subject">[SAFETY PAGE] {{ object.partner_id.name or 'Unknown' }} - {{ object.name or 'n/a' }}</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="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:#c53030;"></div>
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<div style="padding:32px 28px;">
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<p style="color:#c53030;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
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URGENT - SAFETY PAGE
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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;">Safety service call requires response</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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A client just submitted a safety-flagged service request via the
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<t t-out="dict(object._fields['x_fc_intake_source'].selection).get(object.x_fc_intake_source) or 'intake'"/>.
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You have been paged as the on-call manager.
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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 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 '?'"/></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.x_fc_repair_category_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.x_fc_repair_category_id.name"/></td></tr>
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</t>
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</table>
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<div style="text-align:center;margin:0 0 24px 0;">
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<a t-attf-href="/repair/on-call/ack/{{ object.x_fc_on_call_token or '' }}"
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style="display:inline-block;padding:14px 28px;background-color:#c53030;color:#ffffff;text-decoration:none;border-radius:6px;font-size:16px;font-weight:600;">
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Acknowledge - I will respond
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</a>
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</div>
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<p style="opacity:0.55;font-size:12px;margin:0;">
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If you do not acknowledge within 15 minutes, the next on-call
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priority will be paged automatically.
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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="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="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>
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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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