Wesprime Client Asset Registry

wesprime_client_asset_registry is an Odoo 17 Community addon for tracking client assets, subscriptions, documents, renewals, ownership, and expiry-driven work across Wesprime departments.

Main Features

• Central registry for domains, servers, hosting, email services, Odoo instances, software licenses, contracts, certificates, third-party services, and other client assets
• Department and responsibility tracking for Sales & Marketing, Operations & Functional, and Technical Department
• Client document register for contracts, proposals, quotations, NDAs, agreements, access documents, and renewal notices
• Renewal history log with old/new expiry dates, cost, renewed-by user, and attachments
• Daily renewal cron that creates To-Do activities, posts chatter notifications, and updates asset status
• Dashboard cards for active assets, upcoming expiries, expired items, critical assets, recent expiries, and user-owned work
• Tree, form, kanban, calendar, graph, pivot, and search views for operational and management use
• Security groups and record rules so users work on assigned records while managers/admins can oversee everything

Models

• wesprime.client.asset
• wesprime.client.document
• wesprime.renewal.log
• wesprime.client.asset.dashboard.card (supporting dashboard model)

Reminder Logic

The scheduled action Client Asset Registry: Check Renewals runs daily.

For active, non-cancelled assets with an expiry date, it:

1. Marks overdue assets as Expired
2. Marks near-term assets as Expiring Soon
3. Creates a To-Do activity for the responsible user
4. Posts an internal chatter message
5. Uses last_notification_date so each asset notifies at most once per day

Security Groups

• Client Asset User: can read/create/edit assigned assets and related documents; can create renewal logs for assigned assets
• Client Asset Manager: can manage all assets, documents, and renewals
• Client Asset Admin: full access

No password field is stored. Use Access Reference Note only for safe references such as Access stored in company password manager.

Installation

Copy or clone the module under /opt/odoo/custom_addons, then install it in the target database.

cd /opt/odoo/custom_addons

git clone <repo_url>

chown -R odoo:odoo wesprime_client_asset_registry

sudo -u odoo /opt/odoo/odoo/venv/bin/python3 /opt/odoo/odoo/odoo-bin \
-c /etc/odoo.conf \
-d wesprimeit \
-i wesprime_client_asset_registry \
--stop-after-init

systemctl restart odoo

How to Test

1. Assign yourself one of the module groups.
2. Create a client company in Contacts if needed.
3. Create an asset with:
   • expiry date within 7 days
   • responsible user
   • department
   • priority Critical
4. Add a related client document and attachments.
5. Open Client Asset Registry → Dashboard and confirm the card counts update.
6. Open the asset and click:
   • Create Renewal Activity
   • Mark Renewed
   • Mark Cancelled
7. Run the scheduled action manually from Settings → Technical → Scheduled Actions and confirm:
   • status changes
   • chatter note is posted
   • To-Do activity is created for the responsible user
8. Test with a regular user and manager account to verify record rules.

Deployment Notes

• Keep the addon in /opt/odoo/custom_addons
• Do not modify Odoo core
• Restart Odoo after installing or updating the module
• Upgrade command for later changes:

sudo -u odoo /opt/odoo/odoo/venv/bin/python3 /opt/odoo/odoo/odoo-bin \
-c /etc/odoo.conf \
-d wesprimeit \
-u wesprime_client_asset_registry \
--stop-after-init

Phase 2 Ideas

• Add a renewal wizard that explicitly captures the new expiry date, renewal cost, and renewal notes before logging
• Replace static department selections with configurable department master data if the organization grows
• Add optional vendor master data with account owners, portals, and preferred contacts
• Add email templates and digest notifications for department heads
• Add SLA / service ownership reporting and exportable management summaries
• Add document expiry reminders for wesprime.client.document