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OE Discuss: Activity Framework

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Odoo

68.26

v 19.0 Third Party
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Odoo.sh
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Odoo Apps Dependencies Discuss (mail)
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Lines of code 2940
Technical Name oe_activity_framework
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 2940
Technical Name oe_activity_framework
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
Keywords: activity analytics, pivot, graph, presets, snooze list action, , oe_activity_framework, activity reminders, Odoo mail.activity, follow-up automation, notification matrix, AI insights, Treys.ai, Odoo Engineering, due date alerts, multi-company activities
Odoo Engineering

OE Activity Framework

Automate every follow-up cadence, highlight priorities instantly, and empower teams with AI-ready activity intelligence.

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Key Features & Capabilities

Everything you need for professional operations

Configurable Reminder Matrix

Toggle five reminder cadences with individual offsets, creator copies, and company-specific defaults.

AI Activity Health Check

Expose overdue volume, owner gaps, and deadline coverage to Treys.ai or custom AI prompts.

Interactive Settings Summary

New frontend widget displays active reminders, creator copies, and normalization alerts as you configure.

List View Priority Highlighting

Overdue, due today, and upcoming activities glow with branded gradients so teams act immediately.

Notification Tracking Fields

Store last notification type and date on each activity to prevent duplicate sends and audit follow-ups.

Multi-Company Guardrails

Company-aware domains ensure each organization receives the correct cadence without cross-bleed.

Polished Mail Templates

Branded email templates ship with context tags, assignee messaging, and optional CC for creators.

Daily Scheduler & Logs

Ir.cron evaluates workloads nightly (adjustable) and records successes, warnings, and skips in logs.

Plain-Text Note Preview

Strip HTML to generate clean previews for filters, dashboards, and AI summarization prompts.

What's Included

Core Features

  • Company-level notification settings block
  • Activity list highlight & inline guidance JS
  • AI job extension delivering workload metrics

Additional Components

  • Two branded email templates for assignees & creators
  • Daily scheduler (configurable interval) with logging
  • Smart button shortcut to due & overdue activity filters

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "oe_activity_framework" -> Click Install.
  2. Configure permissions: Assign the "Activity Notification Manager" group to admins who manage reminders.
  3. Initial configuration: Navigate to Settings -> General Settings -> Activity Management block to enable the cadence matrix.

Basic Usage

  1. Creating activities: Use any native Odoo activity workflow; the module augments reminders automatically.
  2. Managing workloads: Open the "Due & Overdue Activities" smart button from settings to triage urgent tasks.
  3. Using key features: Click "Queue AI Analysis" on an activity to generate workload metrics for Treys.ai.
  4. Generating reports: Filter the activity tree by status, export to Excel, or embed results in dashboards.

Tips & Best Practices

  • Align cadence offsets with service-level agreements per team.
  • Use the list highlight to triage overdue work during daily stand-ups.
  • Store AI recommendations in chatter for coaching and accountability.
  • Combine with oe_activity_console or CRM dashboards for full visibility.

Important Notes

Ensure outgoing email servers are configured so reminders send immediately. The scheduler runs as superuser; confirm access rights on custom models before extending.

Frequently Asked Questions

Q: Which Odoo versions are supported?

A: oe_activity_framework targets Odoo 12.0 (Community & Enterprise). Dependencies include mail and oe_ai_job_base.

Q: How do I tune reminder cadences?

A: Open Settings -> Activity Management. Enable the master toggle, specify day offsets, and optionally CC creators for each cadence. Changes apply immediately.

Q: Do AI features require extra licenses?

A: No. The module ships with an AI workload helper that works offline. Connect to Treys.ai or your preferred provider for deeper analysis using oe_ai_job_base.

Launch Demo Instance

Explore OE Activity Framework in a live environment

Try It Now

Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
US Business Hours Support when American businesses need it most Clean Code Well-documented, easily extensible modules Expert Team Dedicated professionals focused on your success

Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

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Ready to Get Started?

Install OE Activity Framework today and experience the difference quality makes.

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