Joint Calendar v.16
The tool to combine different Odoo events in a few configurable super calendars
Odoo users often need to keep in mind a lot of details spread out among numerous interfaces. Switching between those is not comfortable and error-prone for planning. This tool solves the problem. The app lets configure rules to join and share various document types on a single super calendar(s) view but with easy-reachable source objects.
- the core app to merge Odoo documents in super calendars.
Seu preço é
98€
88€.
- the optional free extension that introduces the Odoo Enterprise Gantt view joint events. The features assumed by this add-on are marked by the icon
Any Odoo documents on the same calendar
The tool might merge any Odoo document types on the same view: opportunities, meetings, phone calls, activities, sale or purchase orders, shipments and deliveries, tasks and tickets, time offs, ...
Flexible merging rules
Define on your own what to consider a joint event title, start or stop date, who are target attendees, etc. Have even the same document twice on the same calendar just with a different start
Instant access to source details
Joint events and their source documents are interrelated. Update the former, and the latter would be changed immediately. A reverse operation would be applied with the next cron job (the frequency is configurable)
Comfortable navigation
Shared calendars are especially suitable for team interactions. Users might switch between document types, participants, linked contacts, and companies in a single click. Optionally turn on the Odoo Enterprise Gantt view
Unlimited number of super calendars
Configure as many calendars as you need: for various functional areas or for different user groups. Each joint calendar has its own menu item
Reminders for any Odoo documents
Calendar configuration lets assign default popups and email alarms. Thus, it is possible to have notification of any Odoo event or activity
Simple user rights administration
Regulate joint calendar accesses right on its form. Make it public or share it only for chosen user groups. The app fully supports multi-companies environment
Automatic shared calendar updates
Joint events are updated regularly by the cron job. It is fast, especially if you apply time frames. Refreshing is also available from the calendar interface
Better then expected
The app does exactly what was needed. Combine all tasks from all calendars to one. And allows to manages all activities from all modules in one place.
This makes the Event Calendar so much more useful !
We bought this to combine certain project tasks with the schedules of our maintenance engineers. We now have a better overview which moments are overlapping the schedules of other events. The joining of multiple events in 1 event calendar is super easy, it should be a standard option in ODOO.
Excellent responsive team of programmers
Joint Calendar is the perfect addition to the standard Calendaring system that Odoo offers. It makes the job of setting up specific departmental calendars filled with any objects you wish very easy and Alex and the team provides fantastic after-sales support, responding in most cases within 24 hours to requests for help. Thanks for a great module.
Essential to have Activities, Tasks, Meetings etc all in one calendar and shared.
Great service support very quick and were right on with fixing the issue... I think the ability to see everything on one shared calendar is such an essential part of coordination and time management. Great product once you sort out the rules you need!
Super calendars for any business area
Use joint calendars for any functional area: CRM, project management, sales, HRM, MRP, inventory management, so and so on. Find just a few examples of rules below
Tasks on a joint calendar
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As a model use 'Task'
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As a name use 'Title'
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As a start date field use 'Deadline'
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As attendees' field use 'Assignees'
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As a domain optionally you can set definite projects
Sale orders on a shared calendar
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As a model use 'Sales order'
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As a name use 'Order Reference'
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As a start date field use 'Order Date'
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As attendees' field use 'Salesperson'
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As a contact link use 'Customer'
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As a domain optionally restrict quotations by sales teams.
Opportunities on a super calendar
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As a model use 'Lead/Opportunity'
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As a name use 'Opportunity'
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As a start date field use 'Expecting Closing'
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As attendees' field use 'Salesperson'
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As a contact link use 'Customer'
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As a domain optionally restrict opportunities by sales teams.
Share employees' time offs and leaves
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As a model use 'Time Off'
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As a name use 'Description'
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As a start date field use 'Start Date'
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As attendees' field use 'User'
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As a stop date field use 'End Date'
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As a domain filter by status: show only approved leaves.
Activities by all objects
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As a model use 'Activity'
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As a name use 'Display Name'
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As a start date field use 'Due Date'
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As attendees' field use 'Assigned to'
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As a domain apply 'Summary is set'
Odoo meetings to the joint calendar
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As a model use 'Calendar Event'
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As a name use 'Meeting Subject'
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As a start date field use 'Start'
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As a stop date field use 'Stop'
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As attendees' field use 'Attendees'
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As a whole day field 'All Day'
Flexible rules to merge Odoo documents
To add a new document type for a shared interface you should set up a joint calendar rule. This rule defines which Odoo objects should create events, which fields of that object should be shown, and whether any filtering should take place
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Model - which objects to scan: opportunities, tasks, orders, meetings, activities, and so on. You can choose your custom document type (including created in Odoo Studio) as well
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Name - what to use as a joint event name (also used as calendar event title). Usually, it is 'name', 'subject' or 'reference'
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Start date - when an event starts. For example, 'expecting closing' for opportunities or 'order date' for quotations. It may be any date or date with time field of a source Odoo object
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Stop date - when an event is shown as finished on a calendar
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Attendees - who are participants (responsible persons, event owners). Usually, it is a field 'assigned to', 'a sales person' or 'attendees'. You may use even document 'followers' since it's possible to apply both users and partners
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Description - are there any notes important for joint events? Usually, the fields like 'internal notes' or 'comments' are used
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Always Whole Day - means that all generated events would last the whole day disregarding whether start or stop are defined with hours and minutes. Such an event would be shown at a special place on a calendar (above the timeline)
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Whole Day - a special boolean field of the source object which indicates that a related joint event may last the whole day. This setting is usually applied to standard Odoo calendar events which both might have a definite time indicated or might be planned for a whole day
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Contact Link - is this event linked to a specific partner? Usually, the fields like 'customer' or 'vendor' are used
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Company field - optionally define the parent document field where its company is kept. In this way, joint events would get the source company that might be used for filtering or just for information
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Domain - the Odoo filters' constructor to include only topical documents into a joint calendar. You might apply any storable attribute. For example, show only quotations without sales orders, or show opportunities only for this sales team.
Multi companies compatibility
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The app fully supports the multi-companies environment: each joint calendar might be linked to a specific Odoo company. If a company is not defined, it is considered as 'global', so available for all Odoo companies
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Users access only those joint menus, which super calendars do not have a company or have one of those users available companies
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Each joint rule might have the "Company field" defined. If that setting is configured, records will be filtered in a joint calendar company. For example, if you stated 'Company' as the 'Company field' for the tasks' rule, and the joint calendar is linked to 'San Fransisco' company, then users will see only San Fransisco or global tasks only
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Joint events would also get the company based on the 'Company field' of the parent document. You can comfortably switch between objects of different companies using the right navigation filters
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In addition to the 'Company field', you may also restrict records in a rule domain. For instance, to include records of a few companies but not to include others.
Combine events on Odoo Enterprise Gantt view
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For any joint calendar, optionally add the Odoo Enterprise edition Gantt view
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To that goal, just tick the box 'Gantt view' on the supper calendar settings
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The app would automatically extend a target joint calendar action after you saved the changes
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In this way, you can have a single super Gantt view for various Odoo documents
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Manage those events in a comfortable manner: reassign responsible users, drag and drop those to change periods, etc.
Sugestões de configuração e instalação para Joint Calendar Odoo v.16
Joint calendar scheduled jobs
The tool lets you change the frequency of joint calendar refreshing and emails reminders' checks:
- Turn on the debug mode
- Go to technical settings > Automation > Scheduled jobs
- Find the job 'Refresh Joint Events' to change the frequency of super calendars' update
- Find the job 'Notify About Joint Event' to change the frequency of email alarms.
Perguntas frequentes sobre Joint Calendar Odoo v.16
O que acontece se "Always Whole Day" estiver ligada/desligada?
Se "Always Whole Day" estiver ligada, todos os eventos da regra duram o dia inteiro mesmo que inicio e fim tenham horas. O evento aparece num sitio especial do calendario.
Exemplo: uma regra para "Sale Order" com "Always Whole Day" coloca o evento acima da linha do tempo nos supercalendarios diario e semanal.
Se desligar a opcao e o inicio ou o fim tiverem horas/minutos, o evento fica a uma hora concreta e a hora aparece antes do titulo.
Nao vejo o menu do calendario no Odoo. O que faco?
Confirme:
1. Existe pelo menos um calendario conjunto configurado e atualizado. Recarregue a pagina apos configurar.
2. Tem acesso a pelo menos um calendario.
Criei calendarios com regras, mas nao os vejo no menu.
Pode haver varias causas. O cron relacionado talvez ainda nao tenha corrido: lance-o a mao no botao de atualizar na coluna direita da interface.
Veja Time Limits: senao so aparecem eventos dum intervalo. Exemplo: calendario 'Sale Orders' com 10 dias antes e 30 depois: um pedido de ha 12 dias nao aparece.
Confirme que as regras nao tenham filtros sem correspondencias. Exemplo: regra 'Sale Order' com 'Customer = Deco Addict' so mostra pedidos desse cliente.
Quantos documentos Odoo (p. ex. pedidos de venda, projetos, atividades) posso juntar num calendario conjunto?
Pode juntar quantos documentos Odoo quiser num so calendario. Ou divide-los por varios (p. ex. calendario de vendas e de projetos, tarefas e atividades) e mudar no systray.
O que e uma regra de calendario conjunto?
As regras definem que objetos Odoo criam eventos, que campos usar e se ha filtro.
Na regra define o titulo, o inicio ou Stop date, os participantes, etc.
Para que serve o campo "Stop date"? Posso deixa-lo vazio?
Stop date e um campo do modelo Odoo alvo que define quando o evento termina no calendario. Exemplo: regra para "Sale Order" com "Delivery Date" em Stop date mostra o evento do dia previsto do orcamento (Start Date - Order Date) ate a entrega.
E opcional: pode deixa-lo vazio. O evento fica so no dia do Start Date.
Tenho um tipo de eventos "Undefined" no calendario. O que significa?
O evento foi criado a mao: nao tem objeto pai nem regra. Aparecem no filtro "Undefined", sem cor.
Quem tem acesso ao calendario pode criar e ver os eventos Undefined.
Quais sao as politicas de atualizacao das vossas ferramentas?
Segundo as politicas atuais da Odoo Apps Store:
- Cada modulo comprado para a versao 12.0 ou anterior da acesso a todas as versoes ate 12.0.
- A partir da versao 13.0, cada versao do modulo deve ser comprada em separado.
- Independentemente da versao, a compra da direito a todas as atualizacoes e correcoes dentro de uma versao major.
A equipa faOtools nao controla essas politicas. Para questoes, contacte diretamente os representantes da Odoo Apps Store.
Como posso instalar a aplicacao no Odoo.sh?
A forma mais direta e usar o fluxo da loja Odoo:
1. Abra a pagina do modulo e clique em Deploy on odoo.sh
2. Sera redirecionado para o GitHub. Inicie sessao e clique em Create a new repo ou use um existente. O repositorio deve ser privado. Nao e permitido publicar as apps com licenca OPL-1. Se necessario, crie um repo novo para o projeto Odoo.sh
3. Depois, no odoo.sh, clique em Deploy, confirme e clique em Continue. A instalacao comeca.
Estes passos instalam a app no ramo de producao. Para outros ramos ou para atualizar:
1. Transferir o codigo-fonte da loja Odoo
2. Fazer commit do modulo no repositorio GitHub. Nenhuma pasta/ficheiro da app deve estar no .gitignore. Os repos criados pelo odoo.sh podem ignorar caminhos importantes (p. ex. /lib). Envie todos os diretorios e ficheiros do modulo
3. Fazer deploy do ramo alvo do projeto odoo.sh ou esperar pela compilacao automatica se as definicoes o assumirem.
Como devo instalar a aplicacao no meu proprio servidor?
2. Reinicie o servidor Odoo;
3. Ative o modo programador (definicoes tecnicas);
4. Atualize a lista de aplicacoes (menu Aplicacoes);
5. Encontre a app e clique em Activate/Install;
6. Siga as indicacoes na pagina da app, se existirem.
A app tem extras. Posso compra-los mais tarde?
Sim. O Odoo adiciona automaticamente as dependencias ao carrinho: exclua as ferramentas ja compradas para nao pagar duas vezes.
Instalei a app no Odoo.sh e vejo um aviso/erro nos testes
Um aviso vermelho/laranja nao afeta as funcoes da app. Por vezes os nossos modulos nao passam os testes automaticos padrao, porque estes assumem um comportamento que conflitua com os objetivos da app. Por exemplo, alteramos o calculo do preco e os testes Odoo comparam o preco final com o algoritmo padrao.
Primeiro, verifique as funcoes da base implantada. Esta tudo a funcionar?
Se ainda achar que o aviso afeta funcoes reais, contacte-nos e envie os registos completos de instalacao e a lista completa de modulos implantados (nucleo e de terceiros).
Posso comprar a aplicacao diretamente junto de vos?
Nao, so distribuimos as ferramentas atraves da loja oficial de aplicacoes Odoo.
Gostaria de ter um desconto
Infelizmente, nao temos meios tecnicos para oferecer precos individuais.
Posso instalar a app na minha base Odoo Online (SaaS)?
Nao, as apps de terceiros nao podem ser usadas no Odoo Online. O Odoo SaaS bloqueia essa possibilidade.
A ferramenta depende de outras apps. Devo compra-las?
Sim, a ferramenta precisa de todos os modulos assinalados nas dependencias. O preco na pagina da app ja as inclui.
Qual e o preco do modulo em dolares americanos? Porque mudou?
O preco dos nossos modulos e definido em euros. A loja Odoo converte para outras moedas segundo a taxa interna. Assim, o preco em dolares americanos pode mudar quando a taxa e atualizada.
Os textos da aplicação e do site em idiomas diferentes do inglês são assistidos por IA e estão alinhados com as traduções oficiais do Odoo. Se detetar um erro, enviar um pedido de traducao e nos corrigimos.
Bases de dados de demonstração Odoo (pré-visualizações)
Para esta aplicação, podemos fornecer uma base de dados de demonstração personalizada gratuita.
Não precisa de um número de telefone ou cartão de crédito para entrar em contacto connosco. Deve apenas passar por um breve registo de e-mail, que não demora mais de 30 segundos.
A seu pedido, preparamos uma base de dados de pré-visualização individual onde pode fazer qualquer teste e validar as suas hipóteses durante cerca de duas semanas.
Comunicação de erros
Se encontrar bugs ou comportamento inconsistente, não hesite em nos contactar. Garantimos o fornecimento de correções em até 60 dias após a compra e estamos intensamente interessados em melhorar nossas ferramentas mesmo após esse período.
Não precisa de um número de telefone ou cartão de crédito para entrar em contacto connosco. Deve apenas passar por um breve registo de e-mail, que não demora mais de 30 segundos.
Inclua o maximo de detalhes possivel no seu pedido: capturas de ecra, registos do servidor Odoo, uma descricao completa de como reproduzir o problema, entre outros. Normalmente, sao necessarios alguns dias uteis para preparar um plano de trabalho para um problema (se for confirmado um erro) ou fornecer orientacoes sobre o que deve ser feito (caso contrario).
Pedidos de recursos públicos e ideias de módulos (desenvolvimento gratuito)
Estamos fortemente motivados para melhorar as nossas ferramentas e ficaríamos gratos por qualquer feedback. Se os seus requisitos forem de utilização pública e puderem ser implementados de forma eficiente, a equipa irá incluí-los na nossa lista de tarefas.
Esta lista de tarefas é processada regularmente e não envolve taxas extra. Embora não possamos prometer prazos e design final, pode ser uma boa forma de obter as características desejadas sem investimentos e riscos.
Não precisa de um número de telefone ou cartão de crédito para entrar em contacto connosco. Deve apenas passar por um breve registo de e-mail, que não demora mais de 30 segundos.
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