path: root/addons/sale/data/mail_data.xml

<?xml version="1.0" encoding="utf-8"?>
<odoo>
    <data noupdate="1">
        <!-- Activities -->
        <record id="mail_act_sale_upsell" model="mail.activity.type">
            <field name="name">Order Upsell</field>
            <field name="icon">fa-line-chart</field>
            <field name="res_model_id" ref="sale.model_sale_order"/>
        </record>

        <!-- Sale-related subtypes for messaging / Chatter -->
        <record id="mt_order_sent" model="mail.message.subtype">
            <field name="name">Quotation sent</field>
            <field name="res_model">sale.order</field>
            <field name="default" eval="False"/>
            <field name="description">Quotation sent</field>
        </record>
        <record id="mt_order_confirmed" model="mail.message.subtype">
            <field name="name">Sales Order Confirmed</field>
            <field name="res_model">sale.order</field>
            <field name="default" eval="False"/>
            <field name="description">Quotation confirmed</field>
        </record>

        <!-- Salesteam-related subtypes for messaging / Chatter -->
        <record id="mt_salesteam_order_sent" model="mail.message.subtype">
            <field name="name">Quotation sent</field>
            <field name="sequence">20</field>
            <field name="res_model">crm.team</field>
            <field name="default" eval="True"/>
            <field name="parent_id" ref="sale.mt_order_sent"/>
            <field name="relation_field">team_id</field>
        </record>
        <record id="mt_salesteam_order_confirmed" model="mail.message.subtype">
            <field name="name">Sales Order Confirmed</field>
            <field name="sequence">21</field>
            <field name="res_model">crm.team</field>
            <field name="default" eval="True"/>
            <field name="parent_id" ref="sale.mt_order_confirmed"/>
            <field name="relation_field">team_id</field>
        </record>
        <record id="mt_salesteam_invoice_created" model="mail.message.subtype">
            <field name="name">Invoice Created</field>
            <field name="sequence">22</field>
            <field name="res_model">crm.team</field>
            <field name="parent_id" ref="account.mt_invoice_created"/>
            <field name="relation_field">team_id</field>
        </record>
        <record id="mt_salesteam_invoice_confirmed" model="mail.message.subtype">
            <field name="name">Invoice Confirmed</field>
            <field name="sequence">23</field>
            <field name="res_model">crm.team</field>
            <field name="parent_id" ref="account.mt_invoice_validated"/>
            <field name="relation_field">team_id</field>
        </record>
    </data>
    <!-- Template and notification section -->
    <data noupdate="1">
        <template id="mail_notification_paynow_online" inherit_id="mail.mail_notification_paynow"
            name="Quotation: Sign and Pay mail notification template">
            <xpath expr="//t[@t-set='access_name']" position="after">
                <t t-if="record._name == 'sale.order'">
                    <t t-set="is_transaction_pending" t-value="record.get_portal_last_transaction().state == 'pending'"/>
                    <t t-if="record.has_to_be_signed(include_draft=True)">
                        <t t-if="record.has_to_be_paid()" t-set="access_name">
                            <t t-if="is_transaction_pending">View Quotation</t>
                            <t t-else="">Sign &amp; Pay Quotation</t>
                        </t>
                        <t t-else="" t-set="access_name">Accept &amp; Sign Quotation</t>
                    </t>
                    <t t-elif="record.has_to_be_paid(include_draft=True) and not is_transaction_pending">
                        <t t-set="access_name">Accept &amp; Pay Quotation</t>
                    </t>
                    <t t-elif="record.state in ('draft', 'sent')">
                        <t t-set="access_name">View Quotation</t>
                    </t>
                </t>
            </xpath>
        </template>

        <record id="email_template_edi_sale" model="mail.template">
            <field name="name">Sales Order: Send by email</field>
            <field name="model_id" ref="sale.model_sale_order"/>
            <field name="subject">${object.company_id.name} ${object.state in ('draft', 'sent') and (ctx.get('proforma') and 'Proforma' or 'Quotation') or 'Order'} (Ref ${object.name or 'n/a' })</field>
            <field name="email_from">${(object.user_id.email_formatted or user.email_formatted) | safe}</field>
            <field name="partner_to">${object.partner_id.id}</field>
            <field name="body_html" type="html">
<div style="margin: 0px; padding: 0px;">
    <p style="margin: 0px; padding: 0px; font-size: 13px;">
        % set doc_name = 'quotation' if object.state in ('draft', 'sent') else 'order'
        Hello,
        <br/><br/>
        Your
        % if ctx.get('proforma'):
            Pro forma invoice for ${doc_name} <strong>${object.name}</strong>
            % if object.origin:
                (with reference: ${object.origin} )
            % endif
            amounting in <strong>${format_amount(object.amount_total, object.pricelist_id.currency_id)}</strong> is available.
        % else:
            ${doc_name} <strong>${object.name}</strong>
            % if object.origin:
                (with reference: ${object.origin} )
            % endif
            amounting in <strong>${format_amount(object.amount_total, object.pricelist_id.currency_id)}</strong> is ready for review.
        % endif
        <br/><br/>
        Do not hesitate to contact us if you have any questions.
        <br/>
    </p>
</div>
            </field>
            <field name="report_template" ref="action_report_saleorder"/>
            <field name="report_name">${(object.name or '').replace('/','_')}</field>
            <field name="lang">${object.partner_id.lang}</field>
            <field name="auto_delete" eval="True"/>
        </record>

        <record id="mail_template_sale_confirmation" model="mail.template">
            <field name="name">Sales Order: Confirmation Email</field>
            <field name="model_id" ref="sale.model_sale_order"/>
            <field name="subject">${object.company_id.name} ${(object.get_portal_last_transaction().state == 'pending') and 'Pending Order' or 'Order'} (Ref ${object.name or 'n/a' })</field>
            <field name="email_from">${(object.user_id.email_formatted or user.email_formatted) | safe}</field>
            <field name="partner_to">${object.partner_id.id}</field>
            <field name="body_html" type="html">
<div style="margin: 0px; padding: 0px;">
    <p style="margin: 0px; padding: 0px; font-size: 12px;">
        Hello,
        <br/><br/>
        % set transaction = object.get_portal_last_transaction()
        Your order <strong>${object.name}</strong> amounting in <strong>${format_amount(object.amount_total, object.currency_id)}</strong>
        % if object.state == 'sale' or (transaction and transaction.state in ('done', 'authorized')) :
            has been confirmed.<br/>
            Thank you for your trust!
        % elif transaction and transaction.state == 'pending' :
            is pending. It will be confirmed when the payment is received.
            % if object.reference:
                Your payment reference is <strong>${object.reference}</strong>.
            % endif
        % endif
        <br/><br/>
        Do not hesitate to contact us if you have any questions.
        <br/><br/>
    </p>
% if object.website_id:
    <div style="margin: 0px; padding: 0px;">
        <table width="100%" style="color: #454748; font-size: 12px; border-collapse: collapse;">
            <tr style="border-bottom: 2px solid #dee2e6;">
                <td style="width: 150px;"><strong>Products</strong></td>
                <td></td>
                <td width="15%" align="center"><strong>Quantity</strong></td>
                <td width="20%" align="right"><strong>
                % if object.user_id.has_group('account.group_show_line_subtotals_tax_excluded'):
                    VAT Excl.
                % else
                    VAT Incl.
                % endif
                </strong></td>
            </tr>
        </table>
        % for line in object.order_line:
            % if not line.is_delivery and line.display_type in ['line_section', 'line_note']:
                <table width="100%" style="color: #454748; font-size: 12px; border-collapse: collapse;">
                    <tr style="${loop.cycle('background-color: #f2f2f2', 'background-color: #ffffff')}">
                        <td colspan="4">
                            % if line.display_type == 'line_section':
                                <strong>${line.name}</strong>
                            % elif line.display_type == 'line_note':
                                <i>${line.name}</i>
                            % endif
                        </td>
                    </tr>
                </table>
            % elif not line.is_delivery
                <table width="100%" style="color: #454748; font-size: 12px; border-collapse: collapse;">
                    <tr style="${loop.cycle('background-color: #f2f2f2', 'background-color: #ffffff')}">
                        <td style="width: 150px;">
                            <img src="/web/image/product.product/${line.product_id.id}/image_128" style="width: 64px; height: 64px; object-fit: contain;" alt="Product image"></img>
                        </td>
                        <td align="left">${line.product_id.name}</td>
                        <td width="15%" align="center">${line.product_uom_qty}</td>
                        <td width="20%" align="right"><strong>
                        % if object.user_id.has_group('account.group_show_line_subtotals_tax_excluded'):
                            ${format_amount(line.price_reduce_taxexcl, object.currency_id)}
                        % else
                            ${format_amount(line.price_reduce_taxinc, object.currency_id)}
                        % endif
                        </strong></td>
                    </tr>
                </table>
            % endif
        % endfor
    </div>
    % if object.carrier_id:
    <div style="margin: 0px; padding: 0px;">
        <table width="100%" style="color: #454748; font-size: 12px; border-spacing: 0px 4px;" align="right">
            <tr>
                <td style="width: 60%"/>
                <td style="width: 30%; border-top: 1px solid #dee2e6;" align="right"><strong>Delivery:</strong></td>
                <td style="width: 10%; border-top: 1px solid #dee2e6;" align="right">${format_amount(object.amount_delivery, object.currency_id)}</td>
            </tr>
            <tr>
                <td style="width: 60%"/>
                <td style="width: 30%;" align="right"><strong>SubTotal:</strong></td>
                <td style="width: 10%;" align="right">${format_amount(object.amount_untaxed, object.currency_id)}</td>
            </tr>
        </table>
    </div>
    % else:
    <div style="margin: 0px; padding: 0px;">
        <table width="100%" style="color: #454748; font-size: 12px; border-spacing: 0px 4px;" align="right">
            <tr>
                <td style="width: 60%"/>
                <td style="width: 30%; border-top: 1px solid #dee2e6;" align="right"><strong>SubTotal:</strong></td>
                <td style="width: 10%; border-top: 1px solid #dee2e6;" align="right">${format_amount(object.amount_untaxed, object.currency_id)}</td>
            </tr>
        </table>
    </div>
    % endif
    <div style="margin: 0px; padding: 0px;">
        <table width="100%" style="color: #454748; font-size: 12px; border-spacing: 0px 4px;" align="right">
            <tr>
                <td style="width: 60%"/>
                <td style="width: 30%;" align="right"><strong>Taxes:</strong></td>
                <td style="width: 10%;" align="right">${format_amount(object.amount_tax, object.currency_id)}</td>
            </tr>
            <tr>
                <td style="width: 60%"/>
                <td style="width: 30%; border-top: 1px solid #dee2e6;" align="right"><strong>Total:</strong></td>
                <td style="width: 10%; border-top: 1px solid #dee2e6;" align="right">${format_amount(object.amount_total, object.currency_id)}</td>
            </tr>
        </table>
    </div>
    % if object.partner_invoice_id:
    <div style="margin: 0px; padding: 0px;">
        <table width="100%" style="color: #454748; font-size: 12px;">
            <tr>
                <td style="padding-top: 10px;">
                    <strong>Bill to:</strong>
                    ${object.partner_invoice_id.street or ''}
                    ${object.partner_invoice_id.city or ''}
                    ${object.partner_invoice_id.state_id.name or ''}
                    ${object.partner_invoice_id.zip or ''}
                    ${object.partner_invoice_id.country_id.name or ''}
                </td>
            </tr>
            <tr>
                <td>
                    <strong>Payment Method:</strong>
                    % if transaction.payment_token_id:
                        ${transaction.payment_token_id.name}
                    % else:
                        ${transaction.acquirer_id.name}
                    % endif
                     (${format_amount(transaction.amount, object.currency_id)})
                </td>
            </tr>
        </table>
    </div>
    % endif
    % if object.partner_shipping_id and not object.only_services:
    <div style="margin: 0px; padding: 0px;">
        <table width="100%" style="color: #454748; font-size: 12px;">
            <tr>
                <td>
                    <br/>
                    <strong>Ship to:</strong>
                    ${object.partner_shipping_id.street or ''}
                    ${object.partner_shipping_id.city or ''}
                    ${object.partner_shipping_id.state_id.name or ''}
                    ${object.partner_shipping_id.zip or ''}
                    ${object.partner_shipping_id.country_id.name or ''}
                </td>
            </tr>
        </table>
        % if object.carrier_id:
        <table width="100%" style="color: #454748; font-size: 12px;">
            <tr>
                <td>
                    <strong>Shipping Method:</strong>
                    ${object.carrier_id.name}
                    % if object.carrier_id.fixed_price == 0.0:
                        (Free)
                    % else:
                        (${format_amount(object.carrier_id.fixed_price, object.currency_id)})
                    % endif
                </td>
            </tr>
        </table>
        % endif
    </div>
    % endif
% endif
</div></field>
            <field name="report_template" ref="action_report_saleorder"/>
            <field name="report_name">${(object.name or '').replace('/','_')}</field>
            <field name="lang">${object.partner_id.lang}</field>
            <field name="auto_delete" eval="True"/>
        </record>
    </data>
</odoo>