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Ops BTS

Hi,

Can anyone help me in setting e-mail notification six months, one month + one week in advance that a contract is going to expire. A contract here being for vehicle insurance or for equipment maintenance.

thx!

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

In your current contract model  you can create functions like:

python:

def send_contract_expiry_reminder(self):
        today = fields.Date.today()
        contracts = self.search([('expiry_date', '>=', today)])

        for contract in contracts:
            # Calculate notification dates
            six_months_before = contract.expiry_date - timedelta(days=180)
            one_month_before = contract.expiry_date - timedelta(days=30)
            one_week_before = contract.expiry_date - timedelta(days=7)

            # Check if it's time to send reminders
            if today == six_months_before:
                subject = "Contract Expiry Reminder: 6 Months Left"
                template = self.env.ref('your_contract.email_template_6_months')
            elif today == one_month_before:
                subject = "Contract Expiry Reminder: 1 Month Left"
                template = self.env.ref('your_contract.email_template_1_month')
            elif today == one_week_before:
                subject = "Contract Expiry Reminder: 1 Week Left"
                template = self.env.ref('your_contract.email_template_1_week')
            else:
                continue

            # Send the email
            email_values = {
                'subject': subject,
                'email_to': contract.partner_id.email,  # Replace with the actual recipient field
                'body_html': template.render({'contract': contract}),
            }
            self.env['mail.mail'].create(email_values).send()

XML:

<record id="ir_cron_contract_expiry_reminder" model="ir.cron">
    <field name="name">Contract Expiry Reminder</field>
    <field name="model_id" ref="model_your_contract_model"/>
    <field name="interval_number">1</field>
    <field name="interval_type">days</field>
    <field name="numbercall">-1</field>
    <field name="code">model.send_contract_expiry_reminder()</field>
</record>


Hope it helps

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