Periodic Reporting and Reminders v.9
The tool to generate and periodically send reports and reminders
Search objects by set of conditions. Any object found by a "To send" criteria would be included into a to-notify list. Any instance found by a "Not to send" criteria would be excluded from such a list. As a parameter use any fields of the types: date, number (integer or float), link to another model (many2one)
Instead of an embedded email list, send an electronic table . It is useful in case of significant number of objects. In order to do so "Send as attachments"
Select which columns to show in a reminder and an Excel table. You may even show a field of a related to this model object
Define whom to notify as a list of Odoo partners
Define when and how frequently to make a list and send a notification. Check the result for this concrete moment by pressing a special button "Show"
Python dependency
To provide the feature of dynamic Excel table generation, install the Python library xlsxwriter:
pip install xlsxwriter
Date comparisons
- Date comparison is based on difference in days
- For example, "Date > 5" means that an object date should be after today at least in 5 days
- So, today is 15.07. Condition would return True, in case a 'Date' is not earlier than 21.07
- In the same instance "Date < 5" would return True, only in case a 'Date' is not after 20.07
- You may use negative numbers. For example, "Date < -1" means that object happened the day before yesterday or earlier
- "Date = -1" returns True, if a Date is exactly yesterday
Email template
The basic reminder appearance should not be configured through Odoo email templates. In the debug mode go to:
- Odoo Technical Settings > Email > Templates > Total Notify
Do not change this template! Otherwise, its styles would be broken, and you would receive blank emails.
Have you broken everything? Not a problem, remove this template and update the module. The email appearance will be recovered.
Frequently Asked Questions about Periodic Reporting and Reminders Odoo v.9
What are the update policies of your tools?
According to the current Odoo Apps Store policies:
- Every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
- Starting from version 13.0, every module version should be purchased separately.
- Disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.
Please note that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.
How can I install your app on Odoo.sh?
The most straightforward approach is to use the Odoo store's built-in workflow:
1. Open the module's page and click the button Deploy on odoo.sh
2. After that, you will be redirected to the GitHub page. Log in to your account, then click 'Create a new repo' or use an existing one. Please ensure your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project
3. Then, go to odoo.sh and click the Deploy button. In the pop-up window, submit the decision and click 'Continue.' This action will trigger the installation process.
These steps will install the app for your project's production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:
1. Upload the source code for the app from the Odoo store
2. Commit the module to a required GitHub repository. Ensure none of the app folders/files are ignored (i.e., not included in your repo's .gitignore). Repositories are automatically created by odoo.sh and may include some crucial items by default (e.g., /lib). You should upload all module directories, subdirectories, and files without exceptions
3. Deploy a target branch of the odoo.sh project or, if your settings assume that, wait until it is automatically built.
How should I install your app on my own server?
2. Re-start the Odoo server;
3. Turn on developer mode (technical settings);
4. Update the apps' list (the apps' menu);
5. Find the app and push the button 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.
I noticed that your app has extra add-ons. May I purchase them afterwards?
Yes, sure. Simultaneously, Odoo automatically adds all dependencies to a cart, so you should exclude previously purchased tools to avoid double payment.
I deployed your app on Odoo.sh and see warning/error in tests
A red/orange warning does not influence the app's features. Regretfully, sometimes our modules do not pass standard automatic tests since the latter assume behaviour that conflicts with our app's goals. For example, we change the price calculation, while the standard Odoo module tests compare the final price to a standard algorithm.
So, first of all, please check the deployed database features. Does everything work correctly?
If you still assume that the warning influences real features, please contact us and forward full installation logs and the full list of deployed modules (including core and third-party ones).
May I buy your app from your company directly?
No, we only distribute the tools through the official Odoo apps store.
I would like to get a discount
Regretfully, we do not have the technical means to provide individual prices.
May I install the app on my Odoo Online (SaaS) database?
No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
Your tool has dependencies on other app(s). Should I purchase those?
Yes, our tool requires all modules marked in dependencies to work correctly. The price marked on the app page already includes all necessary dependencies.
What is the price for the module in US Dollars? Why did it change?
The price for our modules is set in euros. The Odoo store converts prices to other currencies according to its internal exchange rate. Thus, the price in US Dollars may change when the exchange rate is updated.
App and website wording in languages other than English is AI-assisted and aligned with official Odoo translations. If you spot a mistake, send a translations-correctness ticket and we will fix it.
Bug reporting
If you encounter bugs or inconsistent behaviour, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.
Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
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