OCA · manana2520 · Mar 14, 2026
diff --git a/sign_oca_reminder/README.rst b/sign_oca_reminder/README.rst
@@ -0,0 +1,112 @@
+===============================
+Sign OCA Reminders & Expiration
+===============================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:c63b9e14cda4cfb4a36e70d4ddb13c6d3f8d065ccc3b826875e35f8c24389149
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsign-lightgray.png?logo=github
+    :target: https://github.com/OCA/sign/tree/18.0/sign_oca_reminder
+    :alt: OCA/sign
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/sign-18-0/sign-18-0-sign_oca_reminder
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/sign&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module adds DocuSign-like reminder, resend, and expiration
+functionality to OCA's sign_oca module.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+Go to Settings > Sign OCA to configure:
+
+- **Automatic Reminders**: Enable/disable reminders by default on new
+  requests
+- **Reminder Interval**: Days between automatic reminders (default: 3)
+- **Validity Days**: Default expiration period for new requests (0 = no
+  expiration)
+
+These defaults can be overridden on each individual sign request.
+
+Usage
+=====
+
+After installing:
+
+1. **Manual Resend**: Open a sent sign request and click "Resend" to
+   re-notify unsigned signers
+2. **Automatic Reminders**: Enable on a request to have the daily cron
+   send reminders at the configured interval
+3. **Expiration**: Set a validity date; requests past this date are
+   automatically cancelled by the daily cron
+4. **Filters**: Use "Expiring Soon" and "Expired" search filters in the
+   sign request list
+
+Known issues / Roadmap
+======================
+
+- Support per-signer reminder preferences
+- Add reminder history log accessible from the request form
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/sign/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/sign/issues/new?body=module:%20sign_oca_reminder%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Keboola
+
+Contributors
+------------
+
+- `Keboola <https://www.keboola.com>`__:
+
+  - Jiri Manas
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/sign <https://github.com/OCA/sign/tree/18.0/sign_oca_reminder>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
diff --git a/sign_oca_reminder/__init__.py b/sign_oca_reminder/__init__.py
@@ -0,0 +1,48 @@
+# Copyright 2025 Keboola
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+# -*- coding: utf-8 -*-
+import logging
+
+from . import models
+
+_logger = logging.getLogger(__name__)
+
+
+def post_init_hook(env):
+    """Backfill sent_date for existing sent requests on fresh install."""
+    _backfill_sent_date(env)
+
+
+def _backfill_sent_date(env):
+    """Set sent_date = create_date for requests already in '0_sent' state.
+
+    When the module is installed on a database with existing sign requests
+    that were sent before the module was available, sent_date is NULL.
+    Without sent_date, next_reminder_date cannot be computed and reminders
+    never fire.
+    """
+    env.cr.execute("""
+        UPDATE sign_oca_request
+        SET sent_date = create_date
+        WHERE state = '0_sent'
+          AND sent_date IS NULL
+    """)
+    updated = env.cr.rowcount
+    if updated:
+        _logger.info(
+            "Backfilled sent_date for %d existing sign request(s).",
+            updated,
+        )
+        # Trigger recomputation of stored next_reminder_date
+        requests = env["sign.oca.request"].search(
+            [
+                ("state", "=", "0_sent"),
+                ("reminder_enabled", "=", True),
+            ]
+        )
+        if requests:
+            requests._compute_next_reminder_date()
+            _logger.info(
+                "Recomputed next_reminder_date for %d request(s).",
+                len(requests),
+            )
diff --git a/sign_oca_reminder/__manifest__.py b/sign_oca_reminder/__manifest__.py
@@ -0,0 +1,23 @@
+# Copyright 2025 Keboola
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Sign OCA Reminders & Expiration",
+    "version": "18.0.1.0.0",
+    "category": "Sign",
+    "summary": "Automatic reminders, manual resend, and expiration for sign requests",
+    "author": "Keboola, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/sign",
+    "license": "AGPL-3",
+    "depends": ["sign_oca"],
+    "development_status": "Beta",
+    "data": [
+        "data/cron_data.xml",
+        "data/mail_template_data.xml",
+        "views/sign_oca_request_views.xml",
+        "views/res_config_settings_views.xml",
+    ],
+    "post_init_hook": "post_init_hook",
+    "installable": True,
+    "application": False,
+    "auto_install": False,
+}
diff --git a/sign_oca_reminder/data/cron_data.xml b/sign_oca_reminder/data/cron_data.xml
@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2025 Keboola
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo noupdate="1">
+    <record id="ir_cron_sign_oca_send_reminders" model="ir.cron">
+        <field name="name">Sign OCA: Send Reminders and Expire Requests</field>
+        <field name="model_id" ref="sign_oca.model_sign_oca_request" />
+        <field name="state">code</field>
+        <field name="code">model._cron_send_reminders()</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="priority">10</field>
+        <field name="active" eval="True" />
+    </record>
+</odoo>
diff --git a/sign_oca_reminder/data/mail_template_data.xml b/sign_oca_reminder/data/mail_template_data.xml
@@ -0,0 +1,53 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2025 Keboola
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+    <template id="sign_oca_reminder_mail">
+        <div>
+            <span>
+                This is a reminder that
+                <t t-out="record.create_uid.name" />
+                (<a
+                t-att-href="'mailto:%s?subject=%s' % (record.create_uid.email, 'Re: %s' % record.name)"
+                style="color:#428BCA; text-decoration:none;"
+                target="_blank"
+            >
+                <t t-out="record.create_uid.email" />
+            </a>)
+                has requested your signature on
+                <strong>
+                <t t-out="record.name" />
+            </strong>.
+            </span>
+            <t t-if="record.validity_date">
+                <div
+                    style="margin: 16px 0px; padding: 12px 16px; background-color: #FFF3CD; border: 1px solid #FFEEBA; border-radius: 4px;"
+                >
+                    <strong>Deadline:</strong> This request expires on
+                    <strong>
+                    <t t-out="record.validity_date" />
+                </strong>.
+                    Please sign before this date.
+                </div>
+            </t>
+            <span>
+                <div style="margin:16px auto; text-align:center;">
+                    <a
+                        t-att-href="link"
+                        style="padding: 8px 16px; border-radius: 3px; background-color:#875A7B; text-align:center; text-decoration:none; color: #FFFFFF;"
+                    >
+                        Sign document
+                    </a>
+                </div>
+            </span>
+            <span>
+                <div style="opacity: 0.7;">
+                    <strong
+                >Warning</strong> do not forward this email to other people!<br />
+                    They will be able to access this document and sign it as yourself.<br
+                />
+                </div>
+            </span>
+        </div>
+    </template>
+</odoo>
diff --git a/sign_oca_reminder/models/__init__.py b/sign_oca_reminder/models/__init__.py
@@ -0,0 +1,6 @@
+# Copyright 2025 Keboola
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+# -*- coding: utf-8 -*-
+from . import res_company
+from . import res_config_settings
+from . import sign_oca_request
diff --git a/sign_oca_reminder/models/res_company.py b/sign_oca_reminder/models/res_company.py
@@ -0,0 +1,25 @@
+# Copyright 2025 Keboola
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+# -*- coding: utf-8 -*-
+from odoo import fields, models
+
+
+class ResCompany(models.Model):
+    _inherit = "res.company"
+
+    sign_oca_reminder_enabled = fields.Boolean(
+        string="Enable Automatic Reminders",
+        default=False,
+        help="Enable automatic email reminders for pending sign requests.",
+    )
+    sign_oca_reminder_interval_days = fields.Integer(
+        string="Reminder Interval (Days)",
+        default=3,
+        help="Number of days between automatic reminders for pending sign requests.",
+    )
+    sign_oca_validity_days = fields.Integer(
+        string="Default Validity (Days)",
+        default=0,
+        help="Default number of days before a sign request expires. "
+        "0 means no expiration.",
+    )
diff --git a/sign_oca_reminder/models/res_config_settings.py b/sign_oca_reminder/models/res_config_settings.py
@@ -0,0 +1,21 @@
+# Copyright 2025 Keboola
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+# -*- coding: utf-8 -*-
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    sign_oca_reminder_enabled = fields.Boolean(
+        related="company_id.sign_oca_reminder_enabled",
+        readonly=False,
+    )
+    sign_oca_reminder_interval_days = fields.Integer(
+        related="company_id.sign_oca_reminder_interval_days",
+        readonly=False,
+    )
+    sign_oca_validity_days = fields.Integer(
+        related="company_id.sign_oca_validity_days",
+        readonly=False,
+    )