Base Document Management And Expiry Reminder
by Agung Sepruloh https://github.com/agungsepruloh| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 155 |
| Technical Name |
base_document_management |
| License | OPL-1 |
| Website | https://github.com/agungsepruloh |
| Versions | 15.0 16.0 17.0 18.0 19.0 |
Base Document Management And Expiry Reminder
Base technical module that provides core document management infrastructure for all document management submodules. Extends ir.attachment with document metadata fields and provides an abstract mixin that adds a Documents smart button and expiry notification engine to any Odoo model.
Features:
- Extended attachment fields: issue date, expiry date, notes, rich-text description
- In-browser PDF preview without downloading
- Expiry notification scheduling: notify on the exact expiry date or N days before
- Reusable AbstractDocumentManagement mixin for employee, company, sales, and other models
- Custom kanban, list, and form views for document management
- Automated notification engine via scheduled action
Table of contents
Usage
This module is a technical dependency — it is installed automatically when you install any document management submodule (e.g., employee_documents, sales_documents).
- Install a domain-specific document management module.
- Open any supported record (Employee, Company, Sale Order, Invoice, etc.).
- Click the Documents smart button to open the document management view.
- Upload a document using the Upload button or drag and drop a file.
- On the document form, fill in Issue Date, Expiry Date, and Notes.
- Enable Notify Expiry and choose On Date or Days Before for scheduling.
- Configure the email recipients and template in the corresponding Settings section.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Agung Sepruloh
Contributors
Agung Sepruloh
Maintainers
Current maintainer:
This module is part of the agungsepruloh/document_management project on GitHub.
You are welcome to contribute.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module