Danielius Studio

Platforms & marketplaces

Odoo UX Blueprint - Real Estate Architecture

pixel - level UX blueprint for an Odoo real estate workflow: every screen mapped, every state transition locked, every button action defined - so the dev can build with zero interpretation.

Architecture: Workspace Shell & Project Lifecycle

Admin / PM / Drafter role-based access Header Bar project selector, timer, identity Client Portal external access Top Menu all projects, master lists Workspace Shell two-layer system Right Chatter Panel always context-tied Master Lists all tasks, projects, smart table Left Sidebar per-project nav Project (root container) name, address, client info Onboarding Page kickoff Q&A, docs, finals Kickoff Meeting scheduled, recording link Document Section requested = task, static = ref Task Creation Page scrollable, save all at once Concept Finals Section auto-pulled, read-only Phase System Retainer to Approval Phase Triggers phase change creates invoice Proposal (SO Extension) view + edit modes Invoice + Hold Logic configurable payment hold Signature & PDF QWeb export, portal sign enters app control bar limited view global views layer 2 scopes to project starts onboarding linked to onboarding requested = tasks creates tasks finals appear tasks live in phases rule engine billing map invoice trigger send + sign

Architecture: Task Engine & Concept Board

Drafter task assignee Task Page all task data, one screen PM Reviewer approves or rejects owns submit approve / reject Description Odoo standard editor Workflow Stages Ready, In Progress, Submitted, Revision, Approved, Hold Subtasks Table edit inline, no page change rich text state machine child tasks Smart Reference Table doc, note, video, link, meeting Submit + Deliverable file upload required Markup Upload PM annotates inside Odoo attaches refs submit step PM marks up Notes Hierarchy shared + private, parent cascades Workflow Lock no manual stage moves Bluebeam Revu API preview + markup external linked notes enforces flow opens externally Timesheet employee, time, message Activity Log feeds dashboard Concept Board per-project visual planning Personal Files user WIP, not deliverable logs activity time entries scoped per project stash WIP Groups Facade Classic vs Modern Items image, PDF, video, link, note Item Discussion owner notes + responses groups items visual items per-item thread Finals auto-flow to Onboarding marked final

Architecture: Billing, Reporting & Integrations

Phase Change Event retainer, design, finals Billing Engine Sale Order to Invoice Client Action portal pay or sign triggers confirms Hold Rule Config per-phase payment gate Invoice Draft PM approves before send Sale Order view + edit modes Payment Provider Stripe / wire / portal draft created writes SO collects applies rule QWeb PDF Templates invoice + proposal layouts Proposal Builder line items, scope, sections Webhook Listener paid event reconciles renders PDF extends SO payment event Portal Sign client e-signature flow Send to Client email + portal link Phase Unlock paid -> next phase live attaches PDF delivers unlocks phase Audit Trail who signed, when, IP Email Templates branded reminders + receipts Phase Triggers Log automation history records signature uses template logs trigger Reporting Layer revenue, WIP, aging Project Health phase status, holds, blockers Drafter Utilization timesheet vs capacity feeds metrics surfaces blockers capacity view Admin Dashboard single pane of glass finance widgets team widgets

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