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