# Dealer Claim Email Templates - Implementation Summary

## ✅ All 5 Templates Created and Integrated

All 5 new email templates for the dealer claim workflow have been successfully created and integrated into the notification system.

---

## 📧 Created Templates

### 1. **Dealer Proposal Submitted** ✅
- **File**: `dealerProposalSubmitted.template.ts`
- **Notification Type**: `proposal_submitted`
- **Email Type**: `DEALER_PROPOSAL_SUBMITTED`
- **When**: Step 1 - Dealer submits proposal
- **Recipients**: Initiator and next approver
- **Features**:
  - Shows proposal budget, expected completion date
  - Cost breakdown table (if available)
  - Dealer comments
  - Next approver information

### 2. **Activity Created** ✅
- **File**: `activityCreated.template.ts`
- **Notification Type**: `activity_created`
- **Email Type**: `ACTIVITY_CREATED`
- **When**: After Step 3 approval - Activity is created
- **Recipients**: Dealer, Initiator, Department Lead
- **Features**:
  - Activity name, type, date, location
  - Dealer information
  - IO number (if available)
  - Next steps information

### 3. **Completion Documents Submitted** ✅
- **File**: `completionDocumentsSubmitted.template.ts`
- **Notification Type**: `completion_submitted`
- **Email Type**: `COMPLETION_DOCUMENTS_SUBMITTED`
- **When**: Step 4 - Dealer submits completion documents
- **Recipients**: Initiator and next approver
- **Features**:
  - Completion date, participants count
  - Total expenses with breakdown table
  - Documents count
  - Next approver information

### 4. **E-Invoice Generated** ✅
- **File**: `einvoiceGenerated.template.ts`
- **Notification Type**: `einvoice_generated`
- **Email Type**: `EINVOICE_GENERATED`
- **When**: Step 6 - E-Invoice is generated via DMS
- **Recipients**: Initiator, Dealer, Finance team
- **Features**:
  - Invoice number, date, DMS number
  - Invoice amount
  - Download link (if available)
  - IO number and dealer information

### 5. **Credit Note Sent** ✅
- **File**: `creditNoteSent.template.ts`
- **Notification Type**: `credit_note_sent`
- **Email Type**: `CREDIT_NOTE_SENT`
- **When**: Step 8 - Credit note is sent to dealer
- **Recipients**: Dealer (primary), Initiator, Finance team
- **Features**:
  - Credit note number, date, amount
  - Related invoice number
  - Reason for credit note
  - Download link (if available)
  - Completion message

---

## 🔧 Integration Points

### ✅ Type Definitions Added
- `DealerProposalSubmittedData` interface
- `ActivityCreatedData` interface
- `CompletionDocumentsSubmittedData` interface
- `EInvoiceGeneratedData` interface
- `CreditNoteSentData` interface

### ✅ Email Notification Types Added
- `DEALER_PROPOSAL_SUBMITTED`
- `ACTIVITY_CREATED`
- `COMPLETION_DOCUMENTS_SUBMITTED`
- `EINVOICE_GENERATED`
- `CREDIT_NOTE_SENT`

### ✅ Email Notification Service Methods Added
- `sendDealerProposalSubmitted()`
- `sendActivityCreated()`
- `sendCompletionDocumentsSubmitted()`
- `sendEInvoiceGenerated()`
- `sendCreditNoteSent()`

### ✅ Notification Service Integration
- Added to `emailTypeMap`
- Added switch cases in `triggerEmailByType()`

### ✅ Templates Exported
- All templates exported in `index.ts`

---

## 📝 Usage Examples

### 1. Send Proposal Submitted Email

```typescript
await notificationService.sendToUsers([initiatorId, nextApproverId], {
  title: 'Proposal Submitted',
  body: `Dealer ${dealerName} has submitted a proposal for request ${requestNumber}`,
  requestNumber: requestNumber,
  requestId: requestId,
  url: `/request/${requestNumber}`,
  type: 'proposal_submitted',
  priority: 'MEDIUM',
  metadata: {
    dealerData: {
      userId: dealerId,
      email: dealerEmail,
      displayName: dealerName
    },
    proposalData: {
      totalEstimatedBudget: 50000,
      expectedCompletionDate: '2025-02-15',
      dealerComments: 'Proposal comments...',
      costBreakup: [
        { description: 'Item 1', amount: 20000 },
        { description: 'Item 2', amount: 30000 }
      ],
      submittedAt: new Date()
    },
    nextApproverId: nextApproverId
  }
});
```

### 2. Send Activity Created Email

```typescript
await notificationService.sendToUsers([dealerId, initiatorId, deptLeadId], {
  title: 'Activity Created',
  body: `Activity "${activityName}" has been created for request ${requestNumber}`,
  requestNumber: requestNumber,
  requestId: requestId,
  url: `/request/${requestNumber}`,
  type: 'activity_created',
  priority: 'MEDIUM',
  metadata: {
    activityData: {
      activityName: 'Dealer Event',
      activityType: 'Marketing Event',
      location: 'Mumbai',
      dealerName: 'ABC Motors',
      dealerCode: 'ABC001',
      initiatorName: 'John Doe',
      departmentLeadName: 'Jane Smith',
      ioNumber: 'IO123456',
      nextSteps: 'IO confirmation to be made...'
    }
  }
});
```

### 3. Send Completion Documents Submitted Email

```typescript
await notificationService.sendToUsers([initiatorId, nextApproverId], {
  title: 'Completion Documents Submitted',
  body: `Dealer ${dealerName} has submitted completion documents`,
  requestNumber: requestNumber,
  requestId: requestId,
  url: `/request/${requestNumber}`,
  type: 'completion_submitted',
  priority: 'MEDIUM',
  metadata: {
    dealerData: {
      userId: dealerId,
      email: dealerEmail,
      displayName: dealerName
    },
    completionData: {
      activityCompletionDate: new Date('2025-02-10'),
      numberOfParticipants: 50,
      totalClosedExpenses: 45000,
      closedExpenses: [
        { description: 'Expense 1', amount: 20000 },
        { description: 'Expense 2', amount: 25000 }
      ],
      documentsCount: 5,
      submittedAt: new Date()
    },
    nextApproverId: nextApproverId
  }
});
```

### 4. Send E-Invoice Generated Email

```typescript
await notificationService.sendToUsers([initiatorId, dealerId, financeId], {
  title: 'E-Invoice Generated',
  body: `E-Invoice ${invoiceNumber} has been generated for request ${requestNumber}`,
  requestNumber: requestNumber,
  requestId: requestId,
  url: `/request/${requestNumber}`,
  type: 'einvoice_generated',
  priority: 'HIGH',
  metadata: {
    invoiceData: {
      invoiceNumber: 'INV-2025-001',
      invoiceDate: new Date(),
      dmsNumber: 'DMS123456',
      amount: 50000,
      dealerName: 'ABC Motors',
      dealerCode: 'ABC001',
      ioNumber: 'IO123456',
      generatedAt: new Date(),
      downloadLink: 'https://...'
    }
  }
});
```

### 5. Send Credit Note Sent Email

```typescript
await notificationService.sendToUsers([dealerId, initiatorId, financeId], {
  title: 'Credit Note Sent',
  body: `Credit note ${creditNoteNumber} has been sent for request ${requestNumber}`,
  requestNumber: requestNumber,
  requestId: requestId,
  url: `/request/${requestNumber}`,
  type: 'credit_note_sent',
  priority: 'HIGH',
  metadata: {
    creditNoteData: {
      creditNoteNumber: 'CN-2025-001',
      creditNoteDate: new Date(),
      creditNoteAmount: 45000,
      dealerName: 'ABC Motors',
      dealerCode: 'ABC001',
      dealerEmail: 'dealer@example.com',
      reason: 'Claim settlement',
      invoiceNumber: 'INV-2025-001',
      sentAt: new Date(),
      downloadLink: 'https://...'
    }
  }
});
```

---

## 🎨 Template Features

All templates include:
- ✅ Royal Enfield branding
- ✅ Responsive design (mobile-friendly)
- ✅ Rich text support (tables, lists, formatting)
- ✅ Table support for cost/expense breakdowns
- ✅ Proper currency formatting (INR)
- ✅ Conditional sections (only show if data available)
- ✅ View Details button with link
- ✅ Email preferences checking
- ✅ Error handling and logging

---

## 🔄 Next Steps for Backend Integration

To use these templates in the dealer claim service, update the notification calls:

### In `dealerClaim.service.ts`:

1. **Proposal Submitted** (line ~1288):
   ```typescript
   await notificationService.sendToUsers([initiatorId, nextApproverId], {
     type: 'proposal_submitted',
     metadata: { dealerData, proposalData, nextApproverId }
   });
   ```

2. **Activity Created** (line ~2141):
   ```typescript
   await notificationService.sendToUsers([dealerId, initiatorId, deptLeadId], {
     type: 'activity_created',
     metadata: { activityData }
   });
   ```

3. **Completion Submitted** (line ~1393):
   ```typescript
   await notificationService.sendToUsers([initiatorId, nextApproverId], {
     type: 'completion_submitted',
     metadata: { dealerData, completionData, nextApproverId }
   });
   ```

4. **E-Invoice Generated** (line ~1862):
   ```typescript
   await notificationService.sendToUsers([initiatorId, dealerId, financeId], {
     type: 'einvoice_generated',
     metadata: { invoiceData }
   });
   ```

5. **Credit Note Sent** (line ~2029):
   ```typescript
   await notificationService.sendToUsers([dealerId, initiatorId, financeId], {
     type: 'credit_note_sent',
     metadata: { creditNoteData }
   });
   ```

---

## ✅ Testing Checklist

- [ ] Test proposal submitted email with cost breakdown table
- [ ] Test activity created email with IO number
- [ ] Test completion documents email with expense breakdown
- [ ] Test e-invoice email with download link
- [ ] Test credit note email with all fields
- [ ] Verify mobile responsiveness
- [ ] Verify email preferences are respected
- [ ] Test with missing optional fields
- [ ] Verify tables render correctly in email clients
- [ ] Test with additional approvers in workflow

---

## 📚 Related Files

- **Templates**: `Re_Backend/src/emailtemplates/*.template.ts`
- **Types**: `Re_Backend/src/emailtemplates/types.ts`
- **Email Service**: `Re_Backend/src/services/emailNotification.service.ts`
- **Notification Service**: `Re_Backend/src/services/notification.service.ts`
- **Preferences**: `Re_Backend/src/emailtemplates/emailPreferences.helper.ts`
- **Planning Doc**: `Re_Backend/src/emailtemplates/DEALER_CLAIM_EMAIL_TEMPLATES.md`

---

## 🎯 Summary

All 5 dealer claim email templates are now:
- ✅ Created with proper structure and styling
- ✅ Integrated into the notification system
- ✅ Ready to use with proper metadata
- ✅ Supporting additional approvers
- ✅ Mobile responsive
- ✅ Table support for financial data
- ✅ Following Royal Enfield branding guidelines

The templates are ready to be used in the dealer claim workflow service!

