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Travel Visa & Immigration Services — A build-to-order Odoo case-management ERP for visa consultancies, immigration agents and — 1/1معاينة توضيحية

A build-to-order Odoo case-management ERP for visa consultancies,

immigration agents and document-processing firms.

ECOSIRE builds, installs and supports it around your applicant pipeline, document checklists, deadline reminders and per-case invoicing.

ما هو Travel Visa & Immigration Services؟

A build-to-order Odoo case-management ERP for visa consultancies, immigration agents and document-processing firms. ECOSIRE builds, installs and supports it around your applicant pipeline, document checklists, deadline reminders and per-case invoicing. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

الميزات الرئيسية

Custom `visa.case` model with a Selection-driven state machine (Enquiry → Documents Pending → Ready to Submit → Submitted → Decision → Delivered) enforced via automated actions, not free-text status
Per-service document checklist as a One2many of required-document lines, with a `@api.depends` computed completeness flag that blocks the Ready-to-Submit transition until every mandatory item is collected
Configurable service catalog model for visa types, attestation, ticketing and renewals — each with default document set, standard service fee and expected government-fee lines
Kanban pipeline view grouped by stage plus a calendar view surfacing biometrics appointments, submission dates and deadlines
Scheduled/automated actions computing days-to-deadline and firing renewal and expiry reminders to the chatter and the assigned agent
Computed passport/visa expiry tracking with configurable lead-time reminders (e.g. 90/60/30 days) per applicant
Per-case invoicing into Odoo Accounting with your service fee and the government-fee passthrough posted as separate invoice lines for clean margin reporting
`ir.model.access.csv` group permissions plus `ir.rule` record rules so agents/branches see only their own caseload — appropriate for handling passport and personal data
QWeb PDF reports: case summary sheet, document-received acknowledgement and fee receipt, branded to your firm
Applicant records built on `res.partner` with family-group linking (dependants under a primary applicant) and document attachment history
XML-RPC/JSON-RPC endpoints so an external website, portal or booking form can create cases and read status without direct DB access
Document versioning via Odoo attachments/chatter so re-submitted or corrected documents keep an auditable history against the case
Assignment and workload fields (owner agent, branch, priority) with filters and grouped list views for desk-level and manager-level dashboards
Built and tested against your target Odoo edition and version (17.0 / 18.0 / 19.0), with Community-vs-Enterprise trade-offs called out before build

مبني حسب الطلب، ننجزه بالكامل لك

لا إعداد يدوي — تطبيق جاهز يبنيه ويثبّته ويدعمه ECOSIRE.

  1. 1

    تطلب

    ابدأ بسعر بناء لمرة واحدة. نحدّد النطاق معك عند الانطلاق.

  2. 2

    نبني ونثبّت

    يقوم ECOSIRE ببنائه وتهيئته وتثبيته على Odoo الخاص بك.

  3. 3

    الإطلاق + الدعم

    تنطلق خلال أسبوع عمل واحد تقريبًا، مع أسبوعين من الدعم بعد التشغيل. نصلح عيوب الكود الذي نسلّمه مجانًا.

المواصفات التقنية

توافق Odoo
Odoo 17, Odoo 18, Odoo 19
الإصدارات
Enterprise و Community
الترخيص
يلزم تأكيد الترخيص
متطلبات Python
Python 3.10+
قاعدة البيانات
PostgreSQL 12+

عن هذا المنتج

Visa and immigration agencies live or die by the state of every case file: which applicant is missing a police clearance, whose passport expires next month, which application has a biometrics appointment on Thursday, and which government fee still needs collecting before submission. Run this in Odoo core and you quickly hit the wall — there is no native "case" object with a visa-specific status pipeline, no per-document checklist that blocks submission until everything is collected, and no way to separate a pass-through government fee from your own service fee on the same invoice. Teams end up bolting the whole operation onto spreadsheets, a CRM pipeline that was never designed for compliance deadlines, and a shared drive of scanned documents nobody trusts.

We build a dedicated case-management module on top of Odoo (17.0, 18.0 or 19.0) that treats each application as a first-class record. The core is a custom models.Model (for example visa.case) with a proper state machine — a Selection field driving stages like Enquiry, Documents Pending, Ready to Submit, Submitted, Decision, Delivered — enforced through record state transitions and automated actions rather than free-text notes. Each case links to the applicant (res.partner), the chosen service from a configurable catalog (visa type, attestation, ticketing, renewal), and a One2many set of required documents. Computed fields with @api.depends roll up checklist completeness, days-to-deadline and outstanding government fees so a manager sees the true state of the desk at a glance, not a stale spreadsheet.

Technically, the build ships as a clean Odoo addon: a proper __manifest__.py declaring dependencies (typically base, mail, contacts and account), ORM models with the compute/constraint logic, backend views in XML (list, form, kanban by pipeline stage, calendar for appointments and deadlines) plus OWL widgets where the standard views fall short, and QWeb PDF reports for case summaries, document acknowledgements and fee receipts. Security is done correctly — ir.model.access.csv for group-level CRUD plus ir.rule record rules so a branch or an individual agent only sees their own caseload, which matters when you handle passports and personal data. Deadline and renewal reminders run on scheduled/automated actions that post to the Odoo chatter and notify the assigned agent. Per-case invoicing integrates with Odoo Accounting so your service fee and the government-fee passthrough post as distinct invoice lines, and everything is reachable over the XML-RPC/JSON-RPC API if you need to feed a customer portal or an external booking site.

Because it is genuinely build-to-order, nothing is generic. We start from your actual services, document lists per visa type, fee structures and the exact pipeline your agents already use, and we tell you up front where Enterprise features (like advanced accounting analytic distribution or Studio-adjacent automation) change the design versus Community. After a scoping call we confirm the model, fields, pipeline and reports in writing, build against your Odoo version, and hand over installable source plus a git repository — typical delivery is one working week from confirmed scope, not an instant download.

ما تحصل عليه

  • Installable Odoo addon source code, built and tested against your chosen version (17.0, 18.0 or 19.0) and edition (Community or Enterprise)
  • Installation and configuration on your server or Odoo.sh, including service catalog, document checklists and pipeline stages set up to your workflow
  • Technical documentation: model/field reference, security groups and record rules, automated-action schedule and API endpoints
  • End-user guide plus a live training session for agents and managers
  • UAT on a staging database with a documented rollback plan before touching production
  • Post-go-live support window for defect fixes and configuration adjustments
  • Git repository handover with full commit history and branching for your future maintenance

لمن هذا

Visa consultancy owner

Runs a multi-agent desk processing student, work and visit visas. Needs a single system where every case, document and deadline is visible, so nothing slips and the firm can prove diligence if a client disputes a rejection.

Immigration case agent

Handles dozens of active applications at once. Needs a checklist that flags exactly what each applicant is still missing, automatic deadline reminders, and one-click generation of the document acknowledgement and fee receipt.

Document-attestation / PRO firm

Processes attestation, translation and government-liaison tasks with heavy government-fee passthrough. Needs service and government fees kept distinct on invoices and clean reporting on true service margin per case.

Operations / finance manager

Owns cash and compliance across branches. Needs record-rule isolation per branch, per-case invoicing into Odoo Accounting, and a manager view of pipeline health, outstanding fees and upcoming renewals.

كيف يقارن Travel Visa & Immigration Services.

المعيارECOSIREبناء مخصصمنافسOdoo الأصلي
Visa case model & pipelinePurpose-built `visa.case` model with a visa-specific state machine and stage kanbanPossible, but you design and debug the whole model from zeroGeneric project/CRM stages repurposed; rarely a true case objectNo case concept — you improvise with CRM leads or projects
Document checklist enforcementPer-service required-document lines that block submission until completeBuildable if you specify and test the compute/constraint logicUsually a static attachment list with no completeness gatingAttachments only — no structured checklist or blocking rule
Deadline & renewal remindersAutomated actions computing days-to-deadline, notifying the assigned agentRequires you to write and schedule the cron/automation yourselfBasic activity reminders, rarely visa-expiry awareManual activities only; no expiry-driven automation
Government-fee passthroughService fee and government fee as separate invoice lines for clean marginAchievable with accounting configuration you design and validateTypically one flat fee line; passthrough not separatedStandard invoicing with no fee-type separation logic
Data isolation (branch/agent)Record rules scope caseloads to owning agent or branch by defaultYou must define and test every `ir.rule` correctlyOften global visibility or coarse group access onlyStandard access groups; no case-level record rules out of the box
Reports & receiptsBranded QWeb case summary, document acknowledgement and fee receiptDesign and build each QWeb template yourselfGeneric templates, limited visa-specific layoutsStandard invoice/quote reports only
Fit to your workflowBuilt from your actual services, documents and pipeline during scopingFully bespoke but on your time and QA budgetYou adapt your process to the module's assumptionsYou adapt entirely to core Odoo behaviour
Ownership & supportSource + git handover, post-go-live support window, version-aware buildsDepends entirely on who you hired and their handoverVendor-locked; support tied to their release cycleCommunity support; no tailored assistance

الأسئلة المتداولة حول Travel Visa & Immigration Services

How long does delivery take?

This is a build-to-order module, not an instant download. Typical delivery is one working week from confirmed scope — the timeline is set once we agree your case pipeline, document checklists, service catalog and reports in writing during scoping. Larger multi-branch or portal-integrated builds may run longer, and we tell you the estimate before you commit.

Which Odoo versions and editions do you support?

We build against Odoo 17.0, 18.0 and 19.0, on Community or Enterprise. We confirm your exact version and edition during scoping and flag any place where the design differs — for example where Enterprise accounting or automation features change the approach versus Community.

How do you keep one agency's or branch's cases private from another?

Security is enforced at the ORM layer with `ir.model.access.csv` for group-level CRUD and `ir.rule` record rules that scope visibility to the owning agent or branch. Because you are handling passports and personal data, this isolation is part of the core build, not an add-on.

Can we separate government fees from our own service fees on invoices?

Yes. Per-case invoicing posts into Odoo Accounting with your service fee and the government-fee passthrough as distinct invoice lines. That keeps client invoices transparent and lets finance report true service margin without the passthrough distorting revenue.

Can it connect to our website or a client portal?

Yes. The module is reachable over Odoo's XML-RPC/JSON-RPC API, so an external website form, booking page or customer portal can create cases and read status. We scope the exact endpoints and payloads as part of the build if integration is in your requirements.

What happens after go-live — do we get updates and support?

Every build includes a post-go-live support window for defect fixes and configuration adjustments, plus full git repository handover so your team (or ours, on a maintenance arrangement) can maintain and extend it. Version upgrades — for example moving a 17.0 build to 18.0 or 19.0 — are quoted separately since they involve real migration work.

Do we own the code?

Yes. You receive the installable source and the git repository with full history at handover, so you are never locked in to us for future changes.

طلب عرض سعر

Travel Visa & Immigration Services

A build-to-order Odoo case-management ERP for visa consultancies, immigration agents and document-processing firms. ECOSIRE builds, installs and supports it around your applicant pipeline, document checklists, deadline reminders and per-case invoicing.

  • Custom `visa.case` model with a Selection-driven state machine (Enquiry → Documents Pending → Ready to Submit → Submitted → Decision → Delivered) enforced via automated actions, not free-text status
  • Per-service document checklist as a One2many of required-document lines, with a `@api.depends` computed completeness flag that blocks the Ready-to-Submit transition until every mandatory item is collected
  • Configurable service catalog model for visa types, attestation, ticketing and renewals — each with default document set, standard service fee and expected government-fee lines
  • Kanban pipeline view grouped by stage plus a calendar view surfacing biometrics appointments, submission dates and deadlines

طلب عرض سعر

أخبرنا باحتياجاتك من Travel Visa & Immigration Services وسنرسل لك الأسعار وخيارات الترخيص وعرضًا مخصصًا، عادةً خلال يوم عمل واحد.

لا حاجة للدفع الآن. يؤدي هذا إلى إرسال طلب عرض سعر إلى فريقنا — وسنتواصل معك عبر البريد الإلكتروني بالأسعار والخطوات التالية.