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Activities Management-Advance — A build-to-order Odoo module that unifies every user's activities into one advanced dashboard — 1/1مثالی پیش منظر

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.

Activities Management-Advance کیا ہے؟

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.

اہم خصوصیات

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
WhatsApp reminder channel abstracted behind a service model, sending on activity create, reassignment, and due-date triggers
QWeb/Jinja-rendered WhatsApp message templates with per-attempt delivery status logged back on the source record for audit
Record-rule-based visibility so users see their own activities while team leads and managers see their group, enforced at ORM level via `ir.model.access.csv` + record rules
Optional `ir.cron` sweep that re-flags stale overdue activities and can trigger escalation notifications
Drill-through from any dashboard row straight to the underlying source document (lead, task, order, invoice) preserving Odoo's native `res_model`/`res_id` linkage
Configurable notification settings model so admins tune which activity types, teams, and triggers fire WhatsApp messages without code changes
Compatible with Odoo native chatter and scheduled activities — extends, never replaces, the standard `activity_ids` backbone
Optional XML-RPC/JSON-RPC exposure of the aggregated activity feed so external tools or dashboards can read the same data
Clean addon packaging with its own `__manifest__.py`, versioned per Odoo release (17.0/18.0/19.0), Community and Enterprise aware
Group-by and pivot views on the consolidated model for management reporting, plus an optional QWeb summary report of open activities by team

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خود سیٹ اپ کی ضرورت نہیں — ایک کام کرنے والی ایپ جو ECOSIRE بناتا، انسٹال اور سپورٹ کرتا ہے۔

  1. 1

    آپ آرڈر دیتے ہیں

    ایک بار کی تعمیر کی قیمت سے آغاز کریں۔ آغاز پر ہم آپ کے ساتھ مل کر دائرہ کار طے کرتے ہیں۔

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    ہم بناتے اور انسٹال کرتے ہیں

    ECOSIRE اسے آپ کے Odoo پر بناتا، ترتیب دیتا اور انسٹال کرتا ہے۔

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    لائیو + معاونت

    آپ تقریباً ایک کاروباری ہفتے میں لائیو ہو جاتے ہیں، گو لائیو کے بعد دو ہفتوں کی معاونت کے ساتھ۔ ہمارے فراہم کردہ کوڈ کی خرابیاں مفت درست کی جاتی ہیں۔

تکنیکی تفصیلات

Odoo ہم آہنگی
Odoo 17, Odoo 18, Odoo 19
ایڈیشنز
Enterprise اور Community
لائسنس
لائسنس کی تصدیق درکار ہے
Python کی ضرورت
Python 3.10+
ڈیٹابیس
PostgreSQL 12+

اس مصنوع کے بارے میں

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.

What you get

  • 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

Who this is for

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.

How Activities Management-Advance Compares

CriterionECOSIRECustom BuildCompetitorOdoo نیٹو
Cross-model activity dashboardUnified OWL dashboard aggregating all nominated modelsPossible but you design and build the aggregation yourselfOften single-model or a flat consolidated listPer-user systray to-do only, no rollup
Advanced filtering & saved viewsBy type, model, user, team, deadline band with per-user favoritesWhatever you scope and implementBasic filters, limited saved viewsMinimal filtering on the activity view
WhatsApp remindersPluggable channel with templates and delivery loggingBuilt from scratch, provider integration on youRarely included or add-on/email onlyNone — in-app and email only
Bulk reschedule / reassignServer actions writing many activities in one ORM callYou build the server actionsSometimes, often row-by-rowOne record at a time
Access controlRecord rules + `ir.model.access.csv`, ORM-enforced by roleYou define and test the rulesVaries, sometimes UI-only hidingStandard activity visibility, no team-scoped rollup
Fit to your models & processScoped to your exact models and workflowFully bespokeGeneric, take-it-or-leave-it feature setFixed native behavior
Source code & handoverFull git repo + docs handed overYou own it inherentlyOften obfuscated or license-lockedN/A — core code
Support & version migrationSupport window + quotable 17/18/19 migrationYour team maintains itVendor-dependent, per-version repurchase commonCovered by your Odoo maintenance

Frequently Asked Questions about 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.

آرڈر پر تیار
ADMS Push Attendance (ZKTeco/eSSL/Anviz)
Odoo

ADMS Push Attendance (ZKTeco/eSSL/Anviz)

Real-time biometric punches pushed into Odoo via the ADMS/iClock protocol — no polling, works behind a firewall. ECOSIRE builds & installs it.

From $999.00ابتدائی قیمت — آپ کے دائرۂ کار کے مطابق مقرر کی جائے گی
قیمت کا تخمینہ طلب کریں

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

قیمت کا تخمینہ طلب کریں

ہمیں Activities Management-Advance کے لیے اپنی ضروریات بتائیں اور ہم آپ کو قیمتیں، لائسنس کے اختیارات اور ایک مخصوص تجویز بھیجیں گے — عام طور پر ایک کاروباری دن میں۔

ابھی کوئی ادائیگی نہیں۔ یہ ہماری ٹیم کو قیمت کی درخواست بھیجتا ہے — ہم قیمت اور اگلے اقدامات کے ساتھ ای میل کے ذریعے رابطہ کریں گے۔