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  1. APPS
  2. Documents
  3. Smart Document Expiry Tracker v 19.0
  4. Sales Conditions FAQ

Smart Document Expiry Tracker

by Farid SLIMANI http://imazighenapps@gmail.com
Odoo

$ 40.38

v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 3059
Technical Name smart_document_expiry
LicenseOPL-1
Websitehttp://imazighenapps@gmail.com
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 3059
Technical Name smart_document_expiry
LicenseOPL-1
Websitehttp://imazighenapps@gmail.com
Versions 18.0 19.0
  • Description
  • License
Odoo 19 100% Standalone OPL-1 License No Extra Dependencies

Smart Document Expiry Tracker

Automatically track, alert, and manage every expiring document across your organization - work permits, vehicle registrations, vendor licenses, equipment certifications, and more. Never be caught off-guard by a lapsed document again.

5
Entity Types
14
Doc Types
0
Extra Deps

Version 19.0.2.1.0  ·  Odoo 19 Community & Enterprise

Dashboard

Real-time Compliance at a Glance

Animated compliance ring, color-coded KPI cards, entity breakdown bars, and a tabbed expiry table - all in one screen.

Document Expiry - Dashboard
Dashboard Screenshot
Features

Everything You Need, Nothing You Don't

Powerful document compliance management that works out of the box - no extra modules required.

👥

Universal Entity Support

Track documents for Persons, Vendors, Vehicles, Equipment, or any custom entity - all in one unified interface.

🔔

3-Tier Email Alerts

Configurable alerts at 90 → 30 → 7 days before expiry, plus escalation alerts if a document is not renewed after deadline.

↻

One-Click Renewal Wizard

Renew any document in seconds. Creates a new record, links it to the old one, and keeps the full renewal chain traceable.

📈

Compliance Score

Each entity displays a live compliance percentage based on valid vs. expired documents. Animated ring chart on the dashboard.

📄

PDF Compliance Report

Printable full compliance report with color-coded rows and summary stats - available directly from the document list view.

🏢

Multi-Company Ready

Full multi-company isolation with role-based access - User and Manager groups with Odoo 19 security record rules.

List View

Color-Coded Document Table

Green valid rows, orange warnings, bold red expired rows - scan your entire portfolio instantly. Inline Renew button on every row.

All Documents - List
List View Screenshot
Kanban View

Grouped by Status

Kanban cards grouped by Valid / Expiring Soon / Expired with color-coded left borders for instant visual priority.

All Documents - Kanban
Kanban View Screenshot
Entities

One Module. Five Entity Scopes.

Purpose-built profiles for each entity type - all accessible from a single unified menu.

👤

Persons

  • › Work Permits
  • › Visas
  • › Driving Licenses
  • › Medical Certificates
  • › Safety Training

🏚

Vendors

  • › Trade Licenses
  • › Insurance Certs
  • › Vendor Contracts
  • › Tax Compliance
  • › ISO Certifications

🚛

Vehicles

  • › Registrations
  • › Vehicle Insurance
  • › Tech Inspections
  • › Road Tax
  • › Emission Certs

⚙️

Equipment

  • › Certifications
  • › Warranties
  • › Calibration Certs
  • › Safety Inspections
  • › Maintenance Records

📌

Other

  • › ISO Certificates
  • › Site Permits
  • › Fire Safety
  • › Environmental Permits
  • › Custom Types
Document Form

Every Detail, One Screen

Status banners, responsible users, attachment storage, renewal history, and full chatter - all on a single form page.

!

Live alert banners - red expired, orange expiring, green renewed

↺

Renewal history chain - trace every version back to its origin

📎

Attachments tab - store scanned documents directly on the record

Alert System

Never Miss a Renewal

A 4-stage automated notification pipeline configured per document type - not globally - for maximum flexibility.

🔔

90 days before - First Alert

Early heads-up gives time to initiate renewal without urgency.

🔔

30 days before - Follow-up

Sent to responsible user + all CC recipients configured on the document.

🔔

7 days before - Urgent

Final warning. Configurable per type - critical docs can be set to 3 days.

⚠️

After expiry - Escalation

If not renewed N days after expiry, escalation is sent automatically.

Alert Configuration Screenshot
Renewal Wizard Screenshot
Renewal Workflow

Renew in 4 Steps

1

Click "Renew Document" on any active document form or list row.

2

Fill in the new issue and expiry dates, and optionally attach the renewed document file.

3

Confirm. The old record is automatically marked "Renewed" and a new active record is created.

✓

Full renewal chain preserved - traceable from any document in the history tab.

Installation

Up and Running in 5 Minutes

No external dependencies - copy the folder, restart, install.

# 1. Copy to your addons path
cp -r smart_document_expiry /opt/odoo/addons/

# 2. Restart Odoo server
sudo systemctl restart odoo

# 3. Install from Apps menu
Apps → Update Apps List → Install

Dependencies: Only base, mail, and web - always available in every Odoo instance.

Configuration

3 Areas to Configure

📋 Document Types

Create custom types per entity, set per-type alert thresholds, toggle attachment requirement on renewal.

⏰ Scheduled Actions

Two cron jobs auto-installed: daily alert sender at 07:00 and state refresh at 00:05. Adjust under Settings → Technical.

✉️ Email Templates

4 customizable HTML templates. Edit via Settings → Technical → Email → Templates.

One-time purchase · OPL-1 License

Single production instance

✓ Lifetime access ✓ Free bug fixes ✓ Odoo 19 compatible ✓ 20 demo records ✓ Zero extra dependencies ✓ Full source code

Buy Now on Odoo Apps

Questions? imazighenapps@gmail.com

Licensed under OPL-1 · Odoo 19 Community & Enterprise

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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