| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 3059 |
| Technical Name |
smart_document_expiry |
| License | OPL-1 |
| Website | http://imazighenapps@gmail.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 3059 |
| Technical Name |
smart_document_expiry |
| License | OPL-1 |
| Website | http://imazighenapps@gmail.com |
| Versions | 18.0 19.0 |
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.
Version 19.0.2.1.0 · Odoo 19 Community & Enterprise
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.
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.
Color-Coded Document Table
Green valid rows, orange warnings, bold red expired rows - scan your entire portfolio instantly. Inline Renew button on every row.
Grouped by Status
Kanban cards grouped by Valid / Expiring Soon / Expired with color-coded left borders for instant visual priority.
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
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
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.
Renew in 4 Steps
Click "Renew Document" on any active document form or list row.
Fill in the new issue and expiry dates, and optionally attach the renewed document file.
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.
Up and Running in 5 Minutes
No external dependencies - copy the folder, restart, install.
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.
3 Areas to Configure
Create custom types per entity, set per-type alert thresholds, toggle attachment requirement on renewal.
Two cron jobs auto-installed: daily alert sender at 07:00 and state refresh at 00:05. Adjust under Settings → Technical.
4 customizable HTML templates. Edit via Settings → Technical → Email → Templates.
One-time purchase · OPL-1 License
Single production instance
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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