Files
Odoo-Modules/fusion_repairs/models/maintenance_contract.py
gsinghpal 73ee48e7c9 feat(fusion_repairs): Phase 3 - maintenance contracts + client self-booking
Maintenance contracts
- New fusion.repair.maintenance.contract model: one per partner +
  product + lot. Fields: interval_months, last_service_date,
  next_due_date, state, booking_token (secrets.token_urlsafe),
  last_reminder_band (30 / 7 / 1), booking_repair_id
- roll_next_due_date() advances the cycle by interval_months and resets
  the band / booked-repair so the next cycle starts fresh
- sale.order._spawn_maintenance_contracts() creates contracts for
  delivered SOs whose product has x_fc_maintenance_interval_months > 0
  (called from Phase 3 hooks; ready for cron / on-state change wiring)

Reminder cron
- Daily ir.cron at 07:00 -> cron_send_due_reminders()
- Sends email at 30 / 7 / 1 day bands before next_due_date; tracks
  last_reminder_band so we never re-send the same band in one cycle
- Master toggle via ir.config_parameter fusion_repairs.enable_email_notifications

Public client booking portal
- /repairs/maintenance/book/<token>  GET landing page with a date input
- /repairs/maintenance/book/<token>/confirm  POST creates a repair.order
  via contract.create_repair_from_booking() (source='client_portal')
- Idempotent: existing booking shows "already booked" instead of
  spawning a duplicate
- Invalid / expired tokens render a friendly "link not valid" page

Mail template
- email_template_maintenance_due_reminder with 4px green accent bar,
  600px max-width, dark/light safe; renders the tokenized booking CTA
  button directly to /repairs/maintenance/book/<token>

Backend
- Maintenance Contracts list / form with statusbar + chatter
- Menu under Operations -> Maintenance Contracts
- Sequence MC/##### for contract reference
- Access rules: User read, Dispatcher write, Manager full

Verified end-to-end on local westin-v19:
- Contract MC/00003 created due in 7 days
- cron_send_due_reminders() fires the 7-day band; second invocation
  skips (idempotent)
- create_repair_from_booking() spawns BR-WA/RO/00014 with
  x_fc_intake_source='client_portal' and links it back to the contract
- HTTP GET /repairs/maintenance/book/<token> -> 200 with the date input
  and contract reference visible in the page

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-20 22:01:30 -04:00

210 lines
8.0 KiB
Python

# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
"""Maintenance contracts.
One contract per sold unit (partner + product + lot). When the underlying
sale order is delivered and the product has x_fc_maintenance_interval_months>0,
a contract is auto-created. A daily cron walks active contracts and sends
the client a reminder email at 30, 7, and 1 days before next_due_date with
a tokenized booking link.
"""
import secrets
from datetime import timedelta
from odoo import _, api, fields, models
CONTRACT_STATES = [
('draft', 'Draft'),
('active', 'Active'),
('paused', 'Paused'),
('cancelled', 'Cancelled'),
]
class FusionRepairMaintenanceContract(models.Model):
_name = 'fusion.repair.maintenance.contract'
_description = 'Repair Maintenance Contract'
_order = 'next_due_date, id'
name = fields.Char(string='Reference', required=True, default='New',
copy=False, readonly=True)
partner_id = fields.Many2one(
'res.partner',
string='Client',
required=True,
index=True,
ondelete='restrict',
)
product_id = fields.Many2one(
'product.product',
string='Equipment',
required=True,
index=True,
)
lot_id = fields.Many2one('stock.lot', string='Serial Number')
original_sale_order_id = fields.Many2one(
'sale.order',
string='Original Sale Order',
index=True,
)
interval_months = fields.Integer(string='Interval (months)', default=12, required=True)
last_service_date = fields.Date(string='Last Service')
next_due_date = fields.Date(string='Next Due', required=True, index=True)
state = fields.Selection(CONTRACT_STATES, default='active', required=True,
tracking=True, index=True)
booking_token = fields.Char(string='Booking Token', copy=False, index=True)
last_reminder_band = fields.Selection(
[('30', '30 days'), ('7', '7 days'), ('1', '1 day')],
string='Last Reminder Sent',
copy=False,
help='The most recent reminder band sent for the current cycle.',
)
booking_repair_id = fields.Many2one(
'repair.order',
string='Booked Repair',
copy=False,
help='The repair.order created when the client used the booking link for this cycle.',
)
company_id = fields.Many2one(
'res.company', default=lambda self: self.env.company,
)
_inherit = ['mail.thread']
@api.model_create_multi
def create(self, vals_list):
for vals in vals_list:
if vals.get('name', 'New') == 'New':
vals['name'] = self.env['ir.sequence'].next_by_code(
'fusion.repair.maintenance.contract'
) or 'MC/NEW'
if not vals.get('booking_token'):
vals['booking_token'] = secrets.token_urlsafe(20)
return super().create(vals_list)
# ------------------------------------------------------------------
# ROLL FORWARD
# ------------------------------------------------------------------
def roll_next_due_date(self):
"""Advance next_due_date by interval_months and reset cycle state."""
for c in self:
base = c.last_service_date or fields.Date.context_today(c)
c.next_due_date = base + timedelta(days=(c.interval_months or 12) * 30)
c.last_reminder_band = False
c.booking_repair_id = False
# ------------------------------------------------------------------
# REMINDER CRON
# ------------------------------------------------------------------
@api.model
def cron_send_due_reminders(self):
"""Daily cron - send reminder emails at 30/7/1 days before next_due_date."""
ICP = self.env['ir.config_parameter'].sudo()
if ICP.get_param('fusion_repairs.enable_email_notifications', 'True') != 'True':
return
today = fields.Date.context_today(self)
bands = [
('30', 30),
('7', 7),
('1', 1),
]
tpl = self.env.ref(
'fusion_repairs.email_template_maintenance_due_reminder',
raise_if_not_found=False,
)
if not tpl:
return
for band_label, days in bands:
target = today + timedelta(days=days)
domain = [
('state', '=', 'active'),
('next_due_date', '=', target),
('partner_id.email', '!=', False),
]
# Don't re-send a smaller band if we already sent a larger one
# for the same cycle - the band order is 30 -> 7 -> 1.
contracts = self.search(domain)
for c in contracts:
if c.last_reminder_band == band_label:
continue
try:
tpl.send_mail(c.id, force_send=False)
c.last_reminder_band = band_label
c.message_post(
body=_('Sent %(band)s-day maintenance reminder to %(email)s.',
band=band_label,
email=c.partner_id.email),
)
except Exception:
continue
# ------------------------------------------------------------------
# PORTAL BOOKING
# ------------------------------------------------------------------
def create_repair_from_booking(self, scheduled_date=None):
"""Spawn a repair.order from the booking link (or any manual booking)."""
self.ensure_one()
if self.booking_repair_id and self.booking_repair_id.state != 'cancel':
return self.booking_repair_id
Repair = self.env['repair.order'].sudo()
repair = Repair.create({
'partner_id': self.partner_id.id,
'product_id': self.product_id.id,
'lot_id': self.lot_id.id if self.lot_id else False,
'schedule_date': scheduled_date or fields.Datetime.now(),
'x_fc_intake_source': 'client_portal',
'x_fc_urgency': 'normal',
'x_fc_repair_category_id': self.product_id.product_tmpl_id.x_fc_repair_category_id.id
if self.product_id.product_tmpl_id.x_fc_repair_category_id else False,
'internal_notes':
f'<p>Maintenance visit booked from reminder for contract <b>{self.name}</b>.</p>',
})
self.booking_repair_id = repair
self.message_post(
body=_('Maintenance visit <b>%(ref)s</b> booked from reminder link.',
ref=repair.name),
)
return repair
class SaleOrder(models.Model):
_inherit = 'sale.order'
def _spawn_maintenance_contracts(self):
"""Create maintenance contracts for any delivered SO line whose
product has x_fc_maintenance_interval_months > 0."""
Contract = self.env['fusion.repair.maintenance.contract'].sudo()
today = fields.Date.context_today(self)
for so in self:
if so.state not in ('sale', 'done'):
continue
for line in so.order_line:
product = line.product_id
if not product:
continue
interval = product.product_tmpl_id.x_fc_maintenance_interval_months or 0
if interval <= 0:
continue
existing = Contract.search([
('partner_id', '=', so.partner_id.id),
('product_id', '=', product.id),
('original_sale_order_id', '=', so.id),
], limit=1)
if existing:
continue
Contract.create({
'partner_id': so.partner_id.id,
'product_id': product.id,
'original_sale_order_id': so.id,
'interval_months': interval,
'next_due_date': today + timedelta(days=interval * 30),
'state': 'active',
})