feat: change default mail template messages

packages/server/src/services/Sales/Estimates/SendSaleEstimateMail.ts

@@ -80,7 +80,13 @@ export class SendSaleEstimateMail {
       tenantId,
       estimateId
     );
-    return transformEstimateToMailDataArgs(estimate);
+    const commonArgs = await this.contactMailNotification.getCommonFormatArgs(
+      tenantId
+    );
+    return {
+      ...commonArgs,
+      ...transformEstimateToMailDataArgs(estimate),
+    };
   };
 
   /**

packages/server/src/services/Sales/Estimates/constants.ts

@@ -1,18 +1,17 @@
 export const DEFAULT_ESTIMATE_REMINDER_MAIL_SUBJECT =
   'Estimate {Estimate Number} is awaiting your approval';
-export const DEFAULT_ESTIMATE_REMINDER_MAIL_CONTENT = `<p>Dear {Customer Name}</p>
+export const DEFAULT_ESTIMATE_REMINDER_MAIL_CONTENT = `Hi {Customer Name},
-<p>Thank you for your business, You can view or print your estimate from attachements.</p>
-<p>
-Estimate <strong>#{Estimate Number}</strong><br />
-Expiration Date : <strong>{Estimate Expiration Date}</strong><br />
-Amount   : <strong>{Estimate Amount}</strong></br />
-</p>
 
-<p>
+Here's estimate # {Estimate Number} for {Estimate Amount}
-<i>Regards</i><br />
+
-<i>{Company Name}</i>
+This estimate is valid until {Estimate Expiration Date}, and we’re happy to discuss any adjustments you or questions may have.
-</p>
+
-`;
+Please find your estimate attached to this email for your reference.
+
+If you have any questions, please let us know.
+
+Thanks,
+{Company Name}`;
 
 export const ERRORS = {
   SALE_ESTIMATE_NOT_FOUND: 'SALE_ESTIMATE_NOT_FOUND',

packages/server/src/services/Sales/PaymentReceived/GetPaymentReceivedMailTemplateAttrsTransformer.ts

@@ -1,5 +1,4 @@
 import { Transformer } from '@/lib/Transformer/Transformer';
-import { PaymentReceivedEntryTransfromer } from './PaymentReceivedEntryTransformer';
 
 export class GetPaymentReceivedMailTemplateAttrsTransformer extends Transformer {
   /**
@@ -13,6 +12,8 @@ export class GetPaymentReceivedMailTemplateAttrsTransformer extends Transformer
       'primaryColor',
       'total',
       'totalLabel',
+      'subtotal',
+      'subtotalLabel',
       'paymentNumberLabel',
       'paymentNumber',
       'items',
@@ -75,6 +76,14 @@ export class GetPaymentReceivedMailTemplateAttrsTransformer extends Transformer
     return this.options.paymentReceived.formattedAmount;
   }
 
+  /**
+   * Subtotal label.
+   * @returns {string}
+   */
+  public subtotalLabel(): string {
+    return 'Subtotal';
+  }
+
   /**
    * Payment number label.
    * @returns {string}

packages/server/src/services/Sales/PaymentReceived/constants.ts

@@ -1,18 +1,15 @@
 export const DEFAULT_PAYMENT_MAIL_SUBJECT =
-  'Payment Received for {Customer Name} from {Company Name}';
+  ' Payment Confirmation from {Company Name} – Thank You!';
-export const DEFAULT_PAYMENT_MAIL_CONTENT = `
+export const DEFAULT_PAYMENT_MAIL_CONTENT = `Dear {Customer Name}
-<p>Dear {Customer Name}</p>
-<p>Thank you for your payment. It was a pleasure doing business with you. We look forward to work together again!</p>
-<p>
-Payment Date : <strong>{Payment Date}</strong><br />
-Amount   : <strong>{Payment Amount}</strong></br />
-</p>
 
-<p>
+Thank you for your payment. It was a pleasure doing business with you. We look forward to work together again!
-<i>Regards</i><br />
+
-<i>{Company Name}</i>
+Payment Transaction: {Payment Number}
-</p>
+Payment Date : {Payment Date}
-`;
+Amount : {Payment Amount}
+
+Regards,
+{Company Name}`;
 
 export const ERRORS = {
   PAYMENT_RECEIVE_NO_EXISTS: 'PAYMENT_RECEIVE_NO_EXISTS',

packages/server/src/services/Sales/Receipts/GetSaleReceiptMailTemplateAttributesTransformer.ts

@@ -20,6 +20,9 @@ export class GetSaleReceiptMailTemplateAttributesTransformer extends Transformer
       'total',
       'totalLabel',
 
+      'subtotal',
+      'subtotalLabel',
+
       'paidAmount',
       'paidAmountLabel',
 
@@ -64,7 +67,7 @@ export class GetSaleReceiptMailTemplateAttributesTransformer extends Transformer
    * @returns {string}
    */
   public receiptNumber(): string {
-    return this.options.receipt.number;
+    return this.options.receipt.receiptNumber;
   }
 
   /**
@@ -72,7 +75,7 @@ export class GetSaleReceiptMailTemplateAttributesTransformer extends Transformer
    * @returns {string}
    */
   public receiptNumberLabel(): string {
-    return 'Receipt Number';
+    return 'Receipt # {receiptNumber}';
   }
 
   /**
@@ -95,7 +98,7 @@ export class GetSaleReceiptMailTemplateAttributesTransformer extends Transformer
    * Receipt total.
    */
   public total(): string {
-    return this.options.receipt.totalFormatted;
+    return this.options.receipt.formattedAmount;
   }
 
   /**
@@ -106,6 +109,22 @@ export class GetSaleReceiptMailTemplateAttributesTransformer extends Transformer
     return 'Total';
   }
 
+  /**
+   * Receipt subtotal.
+   * @returns {string}
+   */
+  public subtotal(): string {
+    return this.options.receipt.formattedSubtotal;
+  }
+
+  /**
+   * Receipt subtotal label.
+   * @returns {string}
+   */
+  public subtotalLabel(): string {
+    return 'Subtotal';
+  }
+
   /**
    * Receipt mail items attributes.
    */

packages/server/src/services/Sales/Receipts/SaleReceiptMailNotification.ts

@@ -115,7 +115,13 @@ export class SaleReceiptMailNotification {
       tenantId,
       receiptId
     );
-    return transformReceiptToMailDataArgs(receipt);
+    const commonArgs = await this.contactMailNotification.getCommonFormatArgs(
+      tenantId
+    );
+    return {
+      ...commonArgs,
+      ...transformReceiptToMailDataArgs(receipt),
+    };
   };
 
   /**

packages/server/src/services/Sales/Receipts/constants.ts

@@ -1,18 +1,17 @@
 export const DEFAULT_RECEIPT_MAIL_SUBJECT =
   'Receipt {Receipt Number} from {Company Name}';
-export const DEFAULT_RECEIPT_MAIL_CONTENT = `
+export const DEFAULT_RECEIPT_MAIL_CONTENT = `Hi {Customer Name},
-<p>Dear {Customer Name}</p>
-<p>Thank you for your business, You can view or print your receipt from attachements.</p>
-<p>
-Receipt <strong>#{Receipt Number}</strong><br />
-Amount  : <strong>{Receipt Amount}</strong></br />
-</p>
 
-<p>
+Here's receipt # {Receipt Number} for Receipt {Receipt Amount}
-<i>Regards</i><br />
+
-<i>{Company Name}</i>
+The receipt paid on {Receipt Date}, and the total amount paid is {Receipt Amount}.
-</p>
+
-`;
+Please find your sale receipt attached to this email for your reference
+
+If you have any questions, please let us know.
+
+Thanks,
+{Company Name}`;
 
 export const ERRORS = {
   SALE_RECEIPT_NOT_FOUND: 'SALE_RECEIPT_NOT_FOUND',

shared/email-components/src/lib/ReceiptPaymentEmail.tsx

@@ -14,7 +14,7 @@ import { EmailTemplate } from './EmailTemplate';
 export interface ReceiptEmailTemplateProps {
   preview: string;
 
-  // # Company
+
   companyName?: string;
   companyLogoUri: string;
 
@@ -36,10 +36,6 @@ export interface ReceiptEmailTemplateProps {
   subtotal?: string;
   subtotalLabel?: string;
 
-  // # View receipt button.
-  viewReceiptButtonLabel?: string;
-  viewReceiptButtonUrl?: string;
-
   // # Message
   message?: string;
 }
@@ -68,10 +64,6 @@ export const ReceiptEmailTemplate: React.FC<
   receiptNumberLabel = 'Receipt # {receiptNumber}',
   receiptNumber = 'REC-00001',
 
-  // # View invoice button
-  viewReceiptButtonLabel = 'View Estimate',
-  viewReceiptButtonUrl,
-
   // # Message
   message = '',
 
@@ -87,9 +79,11 @@ export const ReceiptEmailTemplate: React.FC<
             <Row>
               <Heading style={invoiceCompanyNameStyle}>{companyName}</Heading>
             </Row>
+
             <Row>
               <Text style={amountStyle}>{total}</Text>
             </Row>
+
             <Row>
               <Text style={receiptNumberStyle}>
                 {receiptNumberLabel?.replace('{receiptNumber}', receiptNumber)}
@@ -98,15 +92,6 @@ export const ReceiptEmailTemplate: React.FC<
           </Section>
 
           <Text style={messageStyle}>{message}</Text>
-          <Button
-            href={viewReceiptButtonUrl}
-            style={{
-              ...viewInvoiceButtonStyle,
-              backgroundColor: primaryColor,
-            }}
-          >
-            {viewReceiptButtonLabel}
-          </Button>
 
           <Section style={totalsSectionStyle}>
             {items.map((item, index) => (