Timesheet Reminder
One-click reminder emails to the consultants who still owe hours for a period. A recipient picker pre-selects the people who haven't logged time yet, shows allocated-vs-logged context, and queues the mail — from either the backend task list or the portal report.
What it does
Adds a "Send Reminder" action to project-period tasks. It emails the consultants responsible for the period (the task's employees), asking them to submit their hours. The recipient picker pre-selects consultants who have not logged any hours for the period — with configurable keyword exclusions — while still letting the sender adjust the list before sending. A matching action appears on the portal timesheet report for users granted the reminder capability. Mail links use the instance's configured base URL, so no site-specific address is baked in.
Highlights
- Per-period Send Reminder action on the backend task list/form and the portal report.
- Recipient picker that auto-selects consultants with no logged hours, with keyword exclusions.
- Allocated-vs-logged hours shown for context.
- Reminder capability defined and enforced through the Permissions Management app.
- Period Approved status surfaced as a task-list column.
Dependencies
mail, plus the Portal Timesheet and Permissions Management add-ons.
Configuration
1. Install; grant senders the reminder capability through a Permissions Management role. 2. Use the Send Reminder action on period tasks (backend list or portal tile). Email links use the instance's configured base URL automatically; set the standard web.base.url system parameter if it isn't already correct for your deployment.
Coverage
- 11 automated tests (permission gates, recipient pre-selection, queueing, no-email skip).
- Mails are queued through the mail cron, not sent synchronously.
Screenshots: TODO (capture from staging)
Built and maintained by ETS.inc — support via the address on this listing.
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Discuss (mail)
• Project (project) • Employees (hr) • Purchase (purchase) • Invoicing (account) • Sales (sale_management) |
| Community Apps Dependencies | Show |
| Lines of code | 11874 |
| Technical Name |
ets_timesheet_reminder |
| License | OPL-1 |
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.
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