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32 changes: 32 additions & 0 deletions .changeset/email-templates-sentence.md
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---
'hotcrm': patch
---

Stop the Automation page from claiming HotCRM ships built-in email templates, in
all three languages. The "Email templates" section closed with *"Built-in
templates cover lead-routing, opportunity wins, case acknowledgments, contract
activations, renewal reminders"* — and this app authors no email template at all.
Nothing under `src/` writes one, and the compiled artifact carries no
email-template metadata (`dist/objectstack.json` has no such collection among its
top-level keys).

An admin who read that sentence went looking for a *Renewal Reminder* template to
reword, and the wording they were after was never there: the notifications behind
those business events are sent by the **`notify` nodes** inside the flows the same
page already tabulates, with the subject and body written inline in each flow.
The section now says so, which is also what the sentence under the flow table has
been saying all along — the page was contradicting itself across two sections.

Contract activation is called out separately because it is not a flow at all: it
runs as an object hook (`src/objects/contract.hook.ts`) that sends no message
whatsoever (#805/#823), and the contract mail that does go out belongs to the
**Contract Auto-Expiration** and **Contract Renewal Reminder** flows.

The correction is scoped to what this repo can prove — that HotCRM ships no
templates of its own. It makes no claim about the platform's template surface:
**Setup → Email Templates** stays the place to author one when a templated
outbound email is what you need, and the rest of the section (merge fields,
conditional blocks, HTML + plain text, attachments) describes that platform
capability unchanged.

Documentation only — no metadata, behaviour or field changes. Fixes #834.
2 changes: 1 addition & 1 deletion content/docs/administration/automation.mdx
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Expand Up @@ -124,7 +124,7 @@ Most automation actions send email. Templates live in **Setup → Email Template
- **HTML + plain text** versions.
- **Attachments** — quote PDFs, contract PDFs.

Built-in templates cover lead-routing, opportunity wins, case acknowledgments, contract activations, renewal reminders.
HotCRM itself ships no email templates: nothing under `src/` authors one, and the compiled app carries no email-template metadata at all. The lead-routing, opportunity-win, case and renewal notifications this app sends come from the **`notify` nodes** in the flows listed above — each one's subject and body text is written inline in its own flow, so that is where you change the wording. Contract activation sends nothing: it runs as an object hook (`src/objects/contract.hook.ts`) with no notification step, and the contract mail that does go out comes from the **Contract Auto-Expiration** and **Contract Renewal Reminder** flows. Author a template in **Setup → Email Templates** when you need a templated outbound email of your own.

## Where to monitor automation

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2 changes: 1 addition & 1 deletion content/docs/administration/automation.zh-Hans.mdx
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Expand Up @@ -122,7 +122,7 @@ HotCRM 内置的 **商机审批** 流程串联两个 approval 节点实现分级
- **HTML + 纯文本** 版本。
- **附件** —— 报价 PDF、合同 PDF。

内置模板涵盖潜在客户路由、商机赢单、案例确认、合同激活、续约提醒。
HotCRM 自身不发布任何邮件模板:`src/` 下没有编写任何一条,编译产物里也不含邮件模板元数据。潜在客户路由、商机赢单、案例处理与续约提醒的通知,都由上表那些流程里的 **`notify` 节点** 发出 —— 标题与正文直接写在各自的流程里,要改措辞就去改那里。合同激活不发任何通知:它由对象钩子(`src/objects/contract.hook.ts`)执行,链路上没有通知步骤;真正发出的合同邮件来自 **合同自动到期** 与 **合同续约提醒** 两条流程。需要自己发模板化外发邮件时,再到 **设置 → 电子邮件模板** 里新建模板。

## 在哪里监控自动化

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2 changes: 1 addition & 1 deletion content/docs/administration/automation.zh-Hant.mdx
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Expand Up @@ -122,7 +122,7 @@ HotCRM 內建的 **商機審批** 流程串聯兩個 approval 節點實作分級
- **HTML + 純文字** 版本。
- **附件** —— 報價 PDF、合約 PDF。

內建範本涵蓋潛在客戶路由、商機贏單、案例確認、合約啟用、續約提醒。
HotCRM 自身不發布任何郵件範本:`src/` 下沒有撰寫任何一條,編譯產物裡也不含郵件範本中繼資料。潛在客戶路由、商機贏單、案例處理與續約提醒的通知,都由上表那些流程裡的 **`notify` 節點** 發出 —— 標題與內文直接寫在各自的流程裡,要改措辭就去改那裡。合約啟用不發任何通知:它由物件鉤子(`src/objects/contract.hook.ts`)執行,鏈路上沒有通知步驟;真正發出的合約郵件來自 **合約自動到期** 與 **合約續約提醒** 兩條流程。需要自行發送範本化外寄郵件時,再到 **設定 → 電子郵件範本** 裡新建範本。

## 在哪裡監控自動化

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