Nexa Admin
431052920e
- fusion_claims: separated field service logic, updated controllers/views - fusion_tasks: updated task views and map integration - fusion_authorizer_portal: added page 11 signing, schedule booking, migrations - fusion_shipping: new standalone shipping module (Canada Post, FedEx, DHL, Purolator) - fusion_ltc_management: new standalone LTC management module
175 lines
15 KiB
XML
175 lines
15 KiB
XML
<?xml version="1.0" encoding="UTF-8"?>
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<!--
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Copyright 2024-2025 Nexa Systems Inc.
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License OPL-1 (Odoo Proprietary License v1.0)
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Part of the Fusion Claim Assistant product family.
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Email templates for ADP sales with landscape reports.
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Design: Professional, dark/light mode safe, anti-spam friendly.
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-->
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<odoo>
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<data noupdate="1">
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<!-- =============================================================== -->
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<!-- ADP Quotation Email Template (Landscape Report) -->
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<!-- =============================================================== -->
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<record id="email_template_adp_quotation" model="mail.template">
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<field name="name">ADP: Send Quotation (Landscape)</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="subject">{{ object.company_id.name }} - Quotation {{ 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="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;">ADP Quotation</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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Please find attached your quotation <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);">Quotation 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);">Date</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.date_order" t-options="{'widget': 'date'}"/></td></tr>
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<t t-if="object.x_fc_authorizer_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);">Authorizer</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_authorizer_id.name"/></td></tr>
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</t>
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<t t-if="object.x_fc_client_type == 'REG'">
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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 Portion (25%)</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_client_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></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);">ADP Portion (75%)</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_adp_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
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</t>
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;font-weight:600;border-top:2px solid rgba(128,128,128,0.25);">Total</td><td style="padding:10px 14px;color:#2B6CB0;font-size:14px;font-weight:700;border-top:2px solid rgba(128,128,128,0.25);"><t t-out="object.amount_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
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</table>
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<div style="padding:10px 14px;border:1px dashed rgba(128,128,128,0.35);border-radius:6px;margin:0 0 24px 0;">
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<p style="margin:0;font-size:13px;opacity:0.65;"><strong style="opacity:1;">Attached:</strong> ADP Quotation (PDF)</p>
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</div>
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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;">Please review the attached quotation. If you have any questions or need assistance, do not hesitate to contact us.</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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<field name="report_template_ids" eval="[(4, ref('fusion_claims.action_report_saleorder_landscape'))]"/>
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</record>
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<!-- =============================================================== -->
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<!-- ADP Sales Order Confirmation Email Template -->
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<!-- =============================================================== -->
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<record id="email_template_adp_sales_order" model="mail.template">
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<field name="name">ADP: Sales Order Confirmation (Landscape)</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="subject">{{ object.company_id.name }} - Order Confirmation {{ 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="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;">Order Confirmed</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 ADP sales order <strong><t t-out="object.name"/></strong> has been confirmed.
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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);">Order 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);">Date</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.date_order" t-options="{'widget': 'date'}"/></td></tr>
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<t t-if="object.x_fc_authorizer_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);">Authorizer</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_authorizer_id.name"/></td></tr>
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</t>
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<t t-if="object.x_fc_client_type == 'REG'">
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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 Portion (25%)</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_client_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></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);">ADP Portion (75%)</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_adp_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
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</t>
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;font-weight:600;border-top:2px solid rgba(128,128,128,0.25);">Total</td><td style="padding:10px 14px;color:#38a169;font-size:14px;font-weight:700;border-top:2px solid rgba(128,128,128,0.25);"><t t-out="object.amount_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
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</table>
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<div style="padding:10px 14px;border:1px dashed rgba(128,128,128,0.35);border-radius:6px;margin:0 0 24px 0;">
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<p style="margin:0;font-size:13px;opacity:0.65;"><strong style="opacity:1;">Attached:</strong> Sales Order Confirmation (PDF)</p>
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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;">Your order is being processed. We will keep you updated on the delivery status and any updates from the Assistive Devices Program.</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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<field name="report_template_ids" eval="[(4, ref('fusion_claims.action_report_saleorder_landscape'))]"/>
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</record>
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<!-- =============================================================== -->
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<!-- ADP Client Invoice Email Template -->
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<!-- =============================================================== -->
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<record id="email_template_adp_invoice" model="mail.template">
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<field name="name">ADP: Send Invoice (Landscape)</field>
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<field name="model_id" ref="account.model_account_move"/>
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<field name="subject">{{ object.company_id.name }} - Invoice {{ object.name or 'Draft' }}</field>
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<field name="email_from">{{ (object.invoice_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;">Invoice</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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Please find attached your invoice <strong><t t-out="object.name or 'Draft'"/></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);">Invoice 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%;">Invoice</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name or 'Draft'"/></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);">Date</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.invoice_date" t-options="{'widget': 'date'}"/></td></tr>
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<t t-if="object.invoice_date_due">
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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);">Due Date</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.invoice_date_due" t-options="{'widget': 'date'}"/></td></tr>
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</t>
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<t t-if="object.x_fc_adp_invoice_portion">
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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);">Type</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">
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<t t-if="object.x_fc_adp_invoice_portion == 'client'">Client Portion</t>
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<t t-if="object.x_fc_adp_invoice_portion == 'adp'">ADP Portion</t>
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</td></tr>
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</t>
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;font-weight:600;border-top:2px solid rgba(128,128,128,0.25);">Amount Due</td><td style="padding:10px 14px;color:#2B6CB0;font-size:14px;font-weight:700;border-top:2px solid rgba(128,128,128,0.25);"><t t-out="object.amount_residual" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
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</table>
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<div style="padding:10px 14px;border:1px dashed rgba(128,128,128,0.35);border-radius:6px;margin:0 0 24px 0;">
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<p style="margin:0;font-size:13px;opacity:0.65;"><strong style="opacity:1;">Attached:</strong> Invoice (PDF)</p>
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</div>
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<t t-if="object.x_fc_adp_invoice_portion == 'client'">
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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;">This invoice represents your client portion for the ADP-funded equipment. The remaining amount will be billed directly to the Assistive Devices Program.</p>
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</div>
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</t>
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<t t-else="">
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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;">Please review the attached invoice and process payment at your earliest convenience. Contact us if you have any questions.</p>
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</div>
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</t>
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<t t-set="sig" t-value="object.invoice_user_id.signature or object.user_id.signature"/>
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<t t-if="not is_html_empty(sig)" 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="sig 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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<field name="report_template_ids" eval="[(4, ref('fusion_claims.action_report_invoice_landscape'))]"/>
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</record>
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</data>
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</odoo>
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