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- Activities Management-Advance
Pré-visualização ilustrativaA build-to-order Odoo module that unifies every user's activities into one advanced dashboard with deep
filtering, bulk actions, and WhatsApp reminders.
ECOSIRE scopes, builds, installs, and supports it for your Odoo 17, 18, or 19 database.
O que é Activities Management-Advance?
A build-to-order Odoo module that unifies every user's activities into one advanced dashboard with deep filtering, bulk actions, and WhatsApp reminders. ECOSIRE scopes, builds, installs, and supports it for your Odoo 17, 18, or 19 database. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Recursos Principais
Feito sob encomenda, pronto para você
Sem configuração por conta própria — um app funcional criado, instalado e com suporte da ECOSIRE.
- 1
Você faz o pedido
Comece com um preço único de desenvolvimento. Definimos o escopo com você no início.
- 2
Nós criamos e instalamos
A ECOSIRE cria, configura e instala no seu Odoo.
- 3
No ar + suporte
Você entra no ar em cerca de uma semana útil, com duas semanas de suporte após a entrada em produção. Defeitos no código que entregamos são corrigidos gratuitamente.
Especificações Técnicas
- Compatibilidade com Odoo
- Odoo 17, Odoo 18, Odoo 19
- Edições
- Enterprise e Community
- Licença
- A licença precisa de confirmação
- Requisito Python
- Python 3.10+
- Banco de Dados
- PostgreSQL 12+
Sobre este Produto
Odoo scatters activities across every document. A lead, a task, a sale.order, an invoice, and a crm.lead each carry their own mail.activity records, and the native "Activities" view in the systray only surfaces a flat per-user to-do list with no cross-model rollup, no team-wide picture, and no way to slice by activity type, deadline band, responsible user, or source model in one place. Managers who want to answer "what is overdue across the whole team, by department, this week?" end up exporting spreadsheets or clicking through record after record. Native reminders also stay trapped inside Odoo — a rep out in the field never sees the ping until they log back in. That is the gap this build-to-order module closes.
Activities Management-Advance is a productized module ECOSIRE designs and builds for your database. At its core it introduces a consolidated activities layer that reads from the standard mail.activity backbone — so nothing about Odoo's native chatter or activity_ids is broken — and exposes it through a purpose-built OWL dashboard. The dashboard aggregates activities across every model you nominate (CRM, Sales, Project, Helpdesk, Accounting, custom models) with computed KPI tiles (overdue, due today, planned, done-this-week) driven by read_group aggregations rather than per-record Python loops, so it stays performant on large datasets. Advanced filtering lets a user or manager pivot by activity_type_id, res_model, user_id, team, and deadline range, with saved favorite filters persisted per user.
Technically, we deliver a clean addon with its own __manifest__.py declaring dependencies on mail (and optionally crm, project, sale per your scope). Data access is governed by ir.model.access.csv plus record rules so a standard user sees only their own activities while a team lead or manager sees their group — enforced at the ORM level, not just hidden in the UI. Bulk actions (reschedule, reassign, mark done, change type) are exposed through server actions operating on mail.activity in a single write, and an optional ir.cron sweep flags stale overdue items. The WhatsApp integration is built as a pluggable notification channel: a configurable outbound provider (Cloud API or a gateway of your choice) sends templated reminders when an activity is created, reassigned, or falls due, with the message body rendered from QWeb/Jinja templates and delivery attempts logged back on the record for auditability. Because the provider is abstracted behind a service model, swapping or adding channels later does not touch the dashboard code.
Delivery is build-to-order. After a short scoping call we confirm the exact models in scope, your permission matrix, the WhatsApp provider and template set, and your target Odoo version (17.0, 18.0, or 19.0, Community or Enterprise). We build on a staging copy of your database, run UAT with your team, and only then deploy to production with a rollback plan and the full git repository handed to you. Typical delivery is one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); additional source models, a multi-company permission matrix, and deeper WhatsApp provider/template work increase the quoted scope. You receive a fixed quote after the scoping call — never a surprise.
O que você ganha
- Installable source code for your Odoo version (17.0, 18.0, or 19.0) as a clean, versioned addon
- Installation and configuration on your staging then production environment, including WhatsApp provider wiring
- Technical documentation covering models, security rules, the notification service, and configuration options
- End-user guide plus a live training session for your team and administrators
- UAT on a staging copy of your database with a documented rollback plan before production deployment
- Post-go-live support window for defect fixes and configuration adjustments
- Full git repository handover with commit history and tagged release
- Configuration reference for filters, permission matrix, and WhatsApp templates so your team can self-serve routine changes
Para quem é isso
Operations / Team Manager
Needs a single team-wide view of what is overdue, due today, and unassigned across CRM, Sales, and Project — not a per-user to-do list. Buys this to run daily stand-ups and stop work from slipping through the cracks.
Sales / CRM Lead
Runs a field or inside-sales team that lives on WhatsApp. Wants reps reminded of follow-ups on their phone the moment an activity falls due, with visibility into who is behind on their pipeline activities.
Odoo Administrator / IT Manager
Owns the Odoo instance and wants an addon that respects native `mail.activity`, enforces access via proper record rules, ships with clean source and docs, and can be maintained in-house after handover.
Service / Helpdesk Coordinator
Juggles activities across tickets, projects, and accounts. Needs deadline-band filtering and bulk reassignment to rebalance workload when someone is out, plus reminders so SLAs are not missed.
Como Activities Management-Advance se compara
| Critério | ECOSIRE | Construção personalizada | Concorrente | Nativo do Odoo |
|---|---|---|---|---|
| Cross-model activity dashboard | Unified OWL dashboard aggregating all nominated models | Possible but you design and build the aggregation yourself | Often single-model or a flat consolidated list | Per-user systray to-do only, no rollup |
| Advanced filtering & saved views | By type, model, user, team, deadline band with per-user favorites | Whatever you scope and implement | Basic filters, limited saved views | Minimal filtering on the activity view |
| WhatsApp reminders | Pluggable channel with templates and delivery logging | Built from scratch, provider integration on you | Rarely included or add-on/email only | None — in-app and email only |
| Bulk reschedule / reassign | Server actions writing many activities in one ORM call | You build the server actions | Sometimes, often row-by-row | One record at a time |
| Access control | Record rules + `ir.model.access.csv`, ORM-enforced by role | You define and test the rules | Varies, sometimes UI-only hiding | Standard activity visibility, no team-scoped rollup |
| Fit to your models & process | Scoped to your exact models and workflow | Fully bespoke | Generic, take-it-or-leave-it feature set | Fixed native behavior |
| Source code & handover | Full git repo + docs handed over | You own it inherently | Often obfuscated or license-locked | N/A — core code |
| Support & version migration | Support window + quotable 17/18/19 migration | Your team maintains it | Vendor-dependent, per-version repurchase common | Covered by your Odoo maintenance |
Perguntas frequentes sobre Activities Management-Advance
Is this an existing app I can download and install today?
No. Activities Management-Advance is build-to-order. ECOSIRE scopes, builds, and installs it specifically for your database and Odoo version. There is no instant download — you request a quotation and we deliver a tailored, tested module.
How long does delivery take?
Typical delivery is one working week from confirmed scope. After the scoping call we lock the models in scope, permission matrix, and WhatsApp setup, build on a staging copy of your database, run UAT with your team, then deploy to production. Broad multi-model or multi-company scope can extend the timeline, which we state in the quote.
How does pricing and scoping work?
Pricing starts from $999 (indicative, single-company base scope). The final number depends on how many source models you include, whether you need a multi-company permission matrix, and how deep the WhatsApp provider and template work goes. You get a fixed quote after a short scoping call — never a surprise bill.
What support and updates do I get after go-live?
Every build includes a post-go-live support window for defect fixes and configuration adjustments, plus the full git repository so your team can maintain it. We can also quote a separate ongoing maintenance or version-migration engagement (for example when you move from Odoo 18 to 19) at your request.
Which Odoo versions and editions are supported?
We build for Odoo 17.0, 18.0, and 19.0, on both Community and Enterprise. We confirm your exact version and edition during scoping and package the addon accordingly, since some capabilities differ between Community and Enterprise.
Will it interfere with Odoo's native activities and chatter?
No. The module reads from and extends the standard `mail.activity` backbone rather than replacing it. Native scheduled activities, chatter, and `activity_ids` keep working exactly as before — the dashboard, filtering, bulk actions, and WhatsApp reminders sit on top.
Can we use our own WhatsApp provider?
Yes. The WhatsApp channel is abstracted behind a service model, so we can wire it to the Cloud API or a gateway of your choice. Provider credentials and message templates are configured, and every send attempt is logged on the source record for auditability.
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Activities Management-Advance
A build-to-order Odoo module that unifies every user's activities into one advanced dashboard with deep filtering, bulk actions, and WhatsApp reminders. ECOSIRE scopes, builds, installs, and supports it for your Odoo 17, 18, or 19 database.
- Consolidated activities dashboard built in OWL that aggregates `mail.activity` records across every model you nominate (CRM, Sales, Project, Helpdesk, Accounting, custom)
- KPI tiles (overdue, due today, planned, done this week) computed via `read_group` aggregations instead of per-record Python loops for large-dataset performance
- Advanced multi-dimensional filtering by `activity_type_id`, `res_model`, `user_id`, team, and deadline band, with saved per-user favorite filters
- Bulk server actions to reschedule, reassign, change type, or mark done across many `mail.activity` records in a single ORM write